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FY2026 Data Standards Update

Keep up-to-date with the latest data standards updates for FY2026

Written by Jessica Fleming

Updated at July 17th, 2025

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Table of Contents

Introduction Timeline Impact Reports Data Standard Updates Details 2.06 / Funding Sources 4.13 / Date of Engagement 3.06 / Gender & R3 / Sexual Orientation 4.21 / Sex V2 / Services Provided - SSVF V3 / Financial Assistance - SSVF V10 / Mental Health Consultation R13 / Family Critical Issues Data Standard Reporting Details: HUD Data Quality Report CoC APR & ESG CAPER Coordinated Entry APR PATH Annual Report

Introduction

HMIS Data Standards are established by the U.S. Department of Housing and Urban Development (HUD) and participating federal partners. The HMIS Data Dictionary is designed for HMIS (homeless management information system) vendors and HMIS Lead Agency system administrators to identify the data elements required in an HMIS. HUD updates the HMIS Data Standards every other year and the next version of Data Standards, FY2026, will be effective as of October 1, 2025.

Data Standards Updates include widespread updates of the HMIS Data Dictionary, HMIS Data Standards Manual, CSV Export files, and reporting specifications including, System Performance Measures (SPM), Longitudinal Systems Analysis (LSA), CoC APR/ESG CAPER, Coordinated Entry APR, and the PATH Annual Report.

This article acts as an outline of the Data Standard Update release plan for ClientTrack.

 

Timeline

January 2025 - Draft specification documents were shared with vendors in early January 2025.

March 2025 - Draft data element modifications / updates announced

April 2025 - Anticipating a firm set of data standard documentation to be available to HMIS Vendors

May 2025 - Final versions of specs released to vendors

May - August - Development, QA, & Internal testing

July 23, 2025 - FY2026 DSU Webinar by ClientTrack (register here) The final recording will be posted in this article for anyone who can not make it.

September 1, 2025 - Sandboxes & Training Environment updated

September 2025 - Sync Freeze

October 1, 2025 - Go-Live for all Data Standard Updates in Production Environments

Impact Reports

In previous Data Standards Update cycles, ClientTrack has provided each community a list of potentially impacted forms, workflows, drop-down lists, and reports. To enable more dynamic use of these reports, the newly release, Form and Workflow Comparison Tools are taking the place of the Impact Reports. These tools will enable users to compare any forms or workflows, regardless of impact from Data Standards Updates, at any time. 

These tools have been released into customer environments on July 15, 2025. To use them for Data Standards Updates purposes, users will need to wait until the Sandboxes & Training Environments receive the updates on September 1, 2025. Then, end users can take the updated FY2026 baseline form and workflow IDs and compare them to their existing FY2024 form, baseline or custom. 

Data Standard Updates Details

2.06 / Funding Sources

Overview

One new funding source is being added and two funding sources are being retired.

For the retired funding sources, ClientTrack has taken a new approach to ensure retired funding sources remain for historical purposes. When a funding source is retired, it will be retitled with (RETIRED) at the end of the component. Additionally, that funding source will be available to see for existing funding source records, but it will not be available for selection moving forward. Please see images below for what these funding sources will look like. 

Updates Made in ClientTrack

New: HUD: CoC - CoC Builds

Retired: HUD: HOPWA-CV

Retired: HUD: ESG-CV

These updates have not yet been deployed to customer environments. Screenshots are included to orient end users to where the updates will be seen upon deployment.

 
 

4.13 / Date of Engagement

Overview

The FY2026 Data Dictionary clarifies that Date of Engagement is also necessary for Street Outreach projects funded by HUD: CoC - YHDP to collect. 

Applicable Funding Sources & Project Types for the Date of Engagement element:

Federal Grant Program Project Type
HUD: CoC 4 / Steet Outreach
HUD: CoC Youth Homeless Demonstration Program (YHDP) 4 / Steet Outreach
HUD: ESG

4 / Street Outreach

1 / Emergency Shelter - NbN

HUD: Unsheltered Special NOFO 4 / Steet Outreach
HUD: Rural Special NOFO 4 / Steet Outreach
HHS: PATH

1 / Emergency Shelter - Night - by - Night

4 / Street Outreach

6 / Services Only

HHS: RHY 4 / Street Outreach

Updates Made in ClientTrack

There was no change necessary to the existing enrollment form (FormID 5063), as it already makes Date of Engagement visible and required for all Street Outreach projects. Please see an example of our testing below.

These updates have not yet been deployed to customer environments. Screenshots are included to orient end users to where the updates will be seen upon deployment.

 
 

3.06 / Gender & R3 / Sexual Orientation

Overview

HUD has announced the retiring of the Gender and Sexual Orientation from the Data Dictionary. Communities may continue to collect this information at a local level, but all HMIS forms will have the required elements made visible and available, but not required. 

Updates Made in ClientTrack

3.06 / Gender - Historical data will remain available for end users to review and access. The HMIS Intake form (FormID 5046) will be updated to make Gender available but not required. Other impacted forms include the Family Members form (FormID 5088), HMIS family Enrollment sub-form (FormID 5063), and the Add Family Member form (FormID 4622).

FormID 5330 / Basic Client Information

FormID 5088 / Family Members

R3 / Sexual Orientation - Historical data will remain available for end users to review and access. The RHY Entry Assessment form (FormID 5050) has been updated to make Sexual Orientation available, but not required.

These updates have not yet been deployed to customer environments. Screenshots are included to orient end users to where the updates will be seen upon deployment.

 
 

4.21 / Sex

Overview

HUD has introduced a new element, 4.21 / Sex. This new element will be collected for all clients at record creation for the funding sources outlined below. HUD has also been very clear in their direction that this element is distinctly different from the retired Gender element and no mapping will be done as part of the Data Standards Update. The allowable response options for this element are:

  • 0 / Female
  • 1 / Male
  • 8 / Client doesn't know
  • 9 / Client prefers not to answer
  • 99 / Data not collected

Applicable Funding Sources & Project Types for the Sex data element:

Federal Grant Program Component & Project Type

HUD: CoC

HUD: CoC Youth Homeless Demonstration Program (YHDP)

HUD: Unsheltered Special NOFO

HUD: Rural Special NOFO

All components except SSO Coordinated Entry

HUD: CoC Builds

HUD: ESG

HUD: HOPWA

HHS: RHY

HUD: PFS

VA: GPD

All components
HUD: ESG RUSH All components except Emergency Shelter and Street Outreach
HUD: HUD - VASH HUD VASH Collaborative Case Management
VA: SSVF  RRH and Homelessness Prevention

VA: Community Contract Safe Haven

VA: CRS Contract Residential Services

 

Updates Made in ClientTrack

Because this new element is required based on program and funding source combination, it will need to be available for collection in multiple locations. The new element, Sex, will be added to the Client Intake (FormID 5046), HMIS Family Member form (FormID 5088), HMIS Family Enrollment sub-form (FormID 5063) and Add Family Member form (FormID 4622). The element will be stored in a new column of the cmClient table called SexAtBirth. A new drop-down list will be created to allow end users to select from one of the 5 defined list options.

Users will see the Sex data element as visible and available on the Client Intake form and HMIS Family Member forms, but not required. This element won't be required on these forms because there is no direct tie to a program and funding source to make the element required.

Users will see the Sex data element as visible and conditionally required on the HMIS Family Enrollment sub-form (FormID 5063). At this step of the HMIS Intake, the user will have selected the Program to enroll the client and family into, so that project type and funding source will be used to determine if the element if just visible and available, or required. 

Please Note: Screenshots will be added when the updates in ClientTrack have been tested and completed.

FormID 5088 / Family Members

FormID 5333 / HUD Program Enrollment & FormID 5331 / Family Enrollment sub-form

These updates have not yet been deployed to customer environments. Screenshots are included to orient end users to where the updates will be seen upon deployment.

 
 

V2 / Services Provided - SSVF

Overview

A new service type, 10 / Healthcare Navigation, has been added to the allowable SSVF Type of Service.

Updates Made in ClientTrack

The new service type, Healthcare Navigation, has been added to the report mappings drop-down list (ListID 3070) on the baseline Service Setup (FormID 1188). Users will be able to map any service to Healthcare Navigation to begin collecting the relevant information. 

These updates have not yet been deployed to customer environments. Screenshots are included to orient end users to where the updates will be seen upon deployment.

 
 

V3 / Financial Assistance - SSVF

Overview

HUD has added an additional date field, Information Date, to be collected when collecting services mapped to SSVF Financial Assistance. 

Updates Made in ClientTrack

A new table that joins to the Services table is being created to capture the Information Date when the service selected is mapped to an SSVF Financial Assistance service type. This field will be present on the baseline services forms, FormID 4338 - Quick Service, FormID 4337 - Services, FormID 4339 - Quick Services for Multiple Clients.

These updates have not yet been deployed to customer environments. Screenshots are included to orient end users to where the updates will be seen upon deployment.

 
 

V10 / Mental Health Consultation

Overview

A new element, Mental Health Consultation, has been added for VA funded projects to be collected at start for heads of households and veterans. This element offers four response options to the primary question of Mental Health Consultation Status. The four allowable response options are:

  • 1 / Mental health consultation completed
  • 2 / Mental health consultation being coordinated/arranged with VA provider
  • 3 / Mental health consultation being coordinated/arranged with other provider
  • 4 / Offer declined
Federal Grant Program Project Type
VA: SSVF

13  / Rapid Rehousing (Project Type 55 in ClientTrack)

12 / Homelessness Prevention

VA: Grant Per Diem Case Management/Housing Retention

Updates Made in ClientTrack

Additional details will be added soon.

These updates have not yet been deployed to customer environments. Screenshots are included to orient end users to where the updates will be seen upon deployment.

 
 

R13 / Family Critical Issues

Overview

HUD updated the allowable response options for this element to include 8/Client doesn't know, 9/Client prefers not to answer, and 99/Data not collected.

Updates Made in ClientTrack

The update has been made to change the drop-down list to ListID 2040. Changes can be viewed on FormID 3756 / Critical Issues which is a sub-form of the RHY Entry Assessment form.

 

These updates have not yet been deployed to customer environments. Screenshots are included to orient end users to where the updates will be seen upon deployment.

 
 

Data Standard Reporting Details:

HUD Data Quality Report

Overview

The Data Quality Report has two changes made for the FY2026 version. The row for Gender in DQ2 - Personally Identifiable Information (PII) has been retired to align with the retiring of the Gender data element in the Data Dictionary. Additionally, DQ7 - Inactive Records: Street Outreach and Emergency Shelter has update which project types should be considered for each row.

  • Remove project type 1 from active/inactive in row 2
  • Add project type 6 if PATH-funded to active/inactive in row 2

Updates Made in ClientTrack

The row for Gender will be removed from the viewer and drill-down values in the HUD DQR in ClientTrack. Additionally, the logic for DQ7 will be updated to align with the Reporting Glossary specifications for which project types to consider in each row.

These updates have not yet been deployed to customer environments. Screenshots are included to orient end users to where the updates will be seen upon deployment.

 
 

CoC APR & ESG CAPER

Overview

The CoC APR & ESG CAPER has a few changes made for the FY2026 version changes. First, to align with the Data Quality Report updates, the row for Gender in DQ2/Q6a - Personally Identifiable Information (PII) has been retired to align with the retiring of the Gender data element in the Data Dictionary. Additionally, DQ7/Q6f - Inactive Records: Street Outreach and Emergency Shelter has update which project types should be considered for each row.

  • Remove project type 1 from active/inactive in row 2
  • Add project type 6 if PATH-funded to active/inactive in row 2

The following questions, referencing Gender, have been retired:

  • Q10a
  • Q10d
  • Q24c
  • Q25c
  • Q26c
  • Q27c

A new question, Q24e, has been added to the APR/CAPER. The universe for this new question is - Active clients in the report range, across all project types.

  Total Without Children With Children and Adults With Only Children Unknown HH Type Response Options
Female           0 / Female
Male           1 / Male
Client Doesn't Know/Prefers not to answer          

8 / Client doesn't know

9/Client Prefers not to answer

Data not collected           99 / Data not collected
Total            

Updates Made in ClientTrack

The retired questions will be removed and the new question will be added to the APR/CAPER CSV Export, APR/CAPER Viewer, APR/CAPER Drill-Downs, and Detail/Validation files. 

These updates have not yet been deployed to customer environments. Screenshots are included to orient end users to where the updates will be seen upon deployment.

 
 

Coordinated Entry APR

Overview

The Coordinated Entry APR (CE APR) has a few changes made for the FY2026 version changes. First, to align with the Data Quality Report updates, the row for Gender in DQ2/Q6a - Personally Identifiable Information (PII) has been retired to align with the retiring of the Gender data element in the Data Dictionary. 

Updates Made in ClientTrack

The updated questions will be updated in the CE APR CSV Export, CE APR Viewer, CE APR Drill-Downs, and Detail/Validation files. 

These updates have not yet been deployed to customer environments. Screenshots are included to orient end users to where the updates will be seen upon deployment.

 
 

PATH Annual Report

Overview & Updates Made in ClientTrack

Updated Q26a to remove Gender related questions and add a new sub-question, Q26l, to capture the Sex related information. These updates will be made in the Formatted Report, the PATH Annual CSV Export, the Drill-Downs, and Detail/Validation files.

These updates have not yet been deployed to customer environments. Screenshots are included to orient end users to where the updates will be seen upon deployment.

 
 

 

Additional details will be added in the coming weeks for the updates made to the HUD CSV Export and System Performance Measures (SPM).

 

 

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