E&F Compliance Services

HNA Dashboard — Client Intake Checklist

Complete this form before onboarding to ensure efficient data collection and report generation.

1. Basic Information

Municipality Name

County

Primary Contact — Name

Title

2. Existing Planning Documents

Check all that apply. Attach copies if available.

Previous Housing Needs Assessment (HNA)Comprehensive Plan or Master PlanHousing study or land use studyCapital improvement plan with housing componentsRegional or county-level housing report

3. Local Data (Optional)

If available, these improve accuracy and defensibility of the final report.

Assessor or parcel data (digital or PDF)Building permits issued (last 3-5 years)Known development pipeline or pending projectsUtility connection data (water/electric hookups)Local housing authority waitlist information

4. Local Context Questions

Brief answers help us frame findings accurately in the HNA narrative.

Are there known housing shortages or pressure points?

Are there population changes not reflected in state or federal data?

Are there major employers, closures, or developments impacting local housing demand?

What We Handle

We compile and structure ACS, HUD CHAS, and DOLA data into a consistent, defensible format.

We identify data gaps, assumptions, and risks that may affect review or funding alignment.

We generate structured outputs that support internal planning, council presentations, and grant preparation.

This system supports HNA development by structuring publicly available housing data. It does not replace full planning services or statutory requirements.

Back to Dashboard

E&F Compliance Services | efcompliance.com | cecilia.s@efcompliance.com