Date: Thursday, January 2nd, 2020
Time: 2:00PM– 3:30PM
Place: San Jose, Pearl Library Community Room
Pearl Avenue Branch Library Community Room 4270 Pearl Avenue, San José, CA 95136

Agency Admin. Lead and/or Representative in Attendance:

Name Agency
Channy Singh Abode Services
John Anyosa Bill Wilson Center
Michelle Francia CJS BHSD
Brandi Jothimani CSA Mountain View
Justin Damrel Downtown Streets Team

Cristina Trujillo

Family & Children Services
Alexander Le Family Supportive Housing
Julies Nguyen Goodwill of Silicon Valley
Jan Stokley Housing Choices
Michael Love Move Mountain View
Juan Vela Office of Reentry Services
Leila Qureishi OSH
Steven Tong OSH
Kathryn Kaminski OSH
Paulina Soto SHCS
Rosemary Carranza St. Joesph’s Family Center
Catherine Farry Sunnyvale Community Services
Vanesa Fimbrez Superior Court (Adult Treatment Court)
Babita Kumari The Health Trust
Guillermo Munoz Whole Person Care
Anthony Ortiz Jr. Breakout Prison Outreach
Luis Gonzalez  Abode Services
Rani Jain Abode Services
Janessa Villarruel Gilroy Compassion Center
Teresa Schmitz HomeFirst
Liz Lucas LifeMoves
Rita Anzualda Pathway Society, Inc.
Baldeep Pabla Penninsula Healthcare Connection New Directions
Kristen Gimenez Salvation Army 
Maria Magallanes VAPAHCS
Lindsay Cross VHHP
Audrey Bui West Valley Community Services

Slides from the presentation are here:

01. January 2020 Agency Admin. Meeting

Please use this link to download slide deck if desired. 


  • Welcome and Introductions
  • COC|Coordinated Assessment|UPLIFT Updates
  • HMIS Newsletter
  • Customization of HMIS – Feature Enhancements – Next Steps
  • Breakout Session – A Year in Review
  • Monitoring & Security Officer Elements
  • Annual Client Privacy Recertification Process
  • Reminders

CoC / Coordinated Assessment / UPLIFT

  • Community Planning meeting: 1/27/2020 6-8pm
    • New State Funding: Approve the governance charter
      HEAP Funding (11 major cities in CA)
      • CoC received 11.5 mil
      • County received 10.7 mil
      • City of San Jose received 20 mil
    • Name change to HAAP
  • Reminder to Complete 2019 HMIS Data Entry
    • Complete HMIS data entry for calendar year 2019 as soon as possible.  We are going to begin pulling 2019 annual reports in the next couple of weeks and we want to make sure we are capturing all of the great work you are doing!  As you are aware, we produce public reports that include information such as the total number of people who were housed in the past year, total Veterans housed, total served, etc.  This year, we are pulling data for our Community Plan to End Homelessness to demonstrate how much work has been done since the 2015-2020 plan was adopted. This information will be presented to the public as we ask for endorsement of the new plan and we want to make sure the data in HMIS is accurate before we pull it. 

    • The priority for the first data reports are related to the number of people housed in the year, so please update housing status, exit destinations, move-in dates, etc. as soon as possible.  We would like to pull this info the week after next.  Please make every effort to have this data updated in HMIS by Friday, January 9th.  If you think your agency will be unable to meet that deadline, please notify Katherine Kaminsky at

  • CAWG 1/9/2020 at the new space @ Charcott  1:00pm -2:30pm

  • Fair Housing Tenant Rights

When: Tuesday, January 7, 1pm – 4pm | Where: Sheriff’s Auditorium 55 W Younger Ave, San Jose, CA 95110 (map) | Description: RSVP Here:


Here are the Uplift Updates

As of today – there is 815 (Eight-hundred fifteen) Uplift Stickers left for the Jan-Mar’2020 quarter.

  • Reminder to all providers: Before making your request, check your client’s HMIS ROI (Release of Information) to ensure it is valid

o   If client did not consent to have a photo posted, DO NOT upload a photo of the client

o   All 5 pages of the ROI must be uploaded for ROI to be valid

o   Requests with Invalid ROIs will not be processed, and client will be deleted from the UPLIFT Program.

  • Remember to email the UPLIFT email address, once a correction is made to prevent delays
  • Pool Sticker period & Replacement period begins : 2/1/2020 (February)
  • Contact UPLIFT  if you have any questions or concerns.
  • Our office is moving again… starting January 7th, 2020 – all passes must be picked up at 2310 N 1st St. 2nd Floor, San Jose, CA 95131.

o   This will be our permanent office

HMIS Newsletter

December 2019 Newsletter included:

  • 2020 Point-in-Time and Housing Inventory Counts
  • Data Quality Fields: What They Are and Why They Matter
  • From the Help Desk…
  • Report Spotlight: 2019 In Review
  • Upcoming Events

Web link to the newsletter

Customization of HMIS Feature Enhancements – Next Steps

Feature Enhancements are noteworthy improvements, changes and/or modifications to Clarity’s functionality that make something possible (sometimes easier) that was once challenging for the End User. 

We will move forward with scoping the highlighted Feature Enhancements with the Bitfocus Development Team:

  1. Contact Information of staff who touched client last
  2. Number of Assigned Staff
  3. Ability to run a canned report once and export separate reports at agency and program level
  4. Alerts for incongruent changes
  5. Follow up notification for staff who touched client last

Items not chosen for 2019 this round will be reviewed again mid-year.

Please see image below for the top five selected Feature Enhancements. 

The Feature Enhancements Tracker-provides a list of Enhancements already added as well as the list of pending suggestions by using this link

Suggestions for additions are always welcomed and can be done through the use of the Virtual Suggestion Box. 

Breakout Session – “Year in Review”

For this months breakout session we used the Kahoot! app to quiz Agency Leads on past trivia questions ranging from ROI to VI-SPDAT questions, including a riddle. Use this link if you are interested in taking a closer look.

Monitoring & Security Officer Elements

The Partner Agency Technical Administrator and Security Officer Agreement requires a Partner Agency to identify a Technical Administrator and a Security Officer.  We often refer to the people in these roles collectively as Agency Administrators (Agency Admins or Agency Leads). 

Many agencies choose to designate the same person as Technical Administrator and Security Officer, however, the Security Officer has distinct responsibilities listed on page 2 of the  Partner Agency Technical Administrator and Security Officer Agreement.

Security Officer Responsibilities (from the Standard Operating Procedures)

The Partner Agency Technical Administrator and Security Officer Agreement references a Quarterly Compliance Certification Checklist. This checklist should be completed each quarter by the Security Officer and submitted to

Quarter schedule:

Quarter 1: Jan 1, 2020 – Mar 31, 2020

Quarter 2: Apr 1, 2020 – June 30, 2020

Quarter 3: Jul 1, 2020 – Sep 30, 2020

Quarter 4: Oct 1, 2020 – Dec 31, 2020

The Quarterly Compliance Certification Checklist

Annual Client Privacy Recertification Process

Every year, HMIS users are required to retake the SCC HMIS Client Consent training to comply with HMIS Privacy Standards as stated in the End User Agreement.

Recertification will take place for all HMIS users in January. 

To recertify, HMIS users will need to rewatch the Client Consent Training, complete the quiz, and sign the electronic End User Agreement.

The training is available now on the SCC HMIS website:‑a‑training/

Please complete the training by January 24th, 2020. 

On Wednesday, January 29th, 2020, a new Electronic End User Agreement will appear when you log in. By completing the electronic USER POLICY AGREEMENT you are confirming that you have watched the video and have re‑certified.


Agency Admin. Meeting In-person Attendance

  • Please recall that you are required to attend 7/11 in-person Agency Admin. meetings
  • Starting in February there will be 9 opportunities left to ensure you meet this requirement
  • If you cannot attend, please send a representative in your place (must have current HMIS access)


HIC: The Housing Inventory Count (HIC)  is conducted annually. 

Report is on shelter and housing programs (ES, TH, RRH, PSH), including non-participating HMIS programs (e.g. DV programs)

PIT: The Point In Time (PIT) Count is conducted annually in late January, on the same day as the HIC

The report includes sheltered clients (ES, TH, Safe Haven), including clients in non-participating HMIS programs (e.g. DV programs)

*Unsheltered PIT counts are conducted every other year. This year, 2020, there is no unsheltered PIT count. 

Clarity HMIS & Looker Office Hours

At this time we are offering two different types:

  1. Looker Office Hours

    • Ongoing support 
    • Space to ask general questions
    • Receive assistance on questions you may have about a Looker related report or a report you want to create
    • Other questions as they arise
  2. Clarity (HMIS) Office Hours
    • Ongoing support 
    • Assistance with running reports
    • Ask questions related to data entry
    • Or maybe a refresher on data entry
    • Other questions as they arise

Bitfocus Communication

Some of  you may have received CES Data Quality correspondence regarding VI-SPDAT’s created in December 2019 that are missing Referrals.

Please be sure and do any follow-up and/or corrections as requested. 

SCC Virtual Suggestion Box

We value your opinion and insight. Please share with us your suggestions by using our new SCC Virtual Suggestion Box. You can access it by using the link above or directly from the HMIS Support page under the CONTACT tab and scrolling to Virtual Suggestion Box option.

Next Agency Admin Meeting

Meeting Location: To Be Determined

When: Thursday, February 6th, 2020

Time: 2:00pm – 3:30pm

Dates and locations for 2019 meetings are listed on the OSH website:

Bitfocus Contact Information

Bitfocus System Administration Team: 

Janel Fletcher (

Alison Wilson (

Trevor Mells (

Lesly Soto (

Support Team: