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How to Identify and Document Homeless Students in Synergy (Updated Aug 2024)
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How to Identify and Document

Homelessness in Synergy

Why

All SFUSD schools are responsible for identifying and reporting McKinney-Vento eligible students and families. This helps to:

Background Policies

How to Use this Guide

This guide supports the proper documentation and reporting of students experiencing homelessness (SAFEH) in Synergy. It offers an overview of practices to initiate and/or improve identification and reporting efforts at your site, and linkages to supportive services.

Key Tools

Table of Contents

Resources for students and families

Visit the SAFEH website for the most up-to-date information on services available in the San Francisco Bay Area. There are a variety of services that support students and their families with housing, transportation, food, clothing, and more. Specific resources from SFUSD may be requested using this form.  

Plan For the Annual Distribution of the Housing Questionnaire

The timeline below is based on the 2024-2025 academic calendar.

Time Frame

Action/s

Tools

Prior to the first day of School

School administrator/s with the school front office clerk/s and Coordinated Care Team (CCT) determine:

  • The number of housing surveys, and in what languages, to print 
  • Distribution method - we recommend that surveys are included in welcome back packets, with paper emergency cards or with other start-of-school-year forms provided to families. Please Note: that our mandate is to distribute surveys to all families.

August 19th to October 2nd

  1. Surveys are distributed to students/families. Surveys completed and returned to schools are entered into Synergy for those who:

  1. Data Entry: Review the PGM413 Report with your Coordinated Care Team (CCT) to prioritize and sort students for data entry by the October 2nd deadline:
  • Students reporting homelessness for the first time
  • Students with a Homeless Program Enter Date (Column S) older than July 1st, 2024.

California Longitudinal Pupil Achievement Data System (CALPADS) - Census Day

Fall Deadline - October 2nd, 2024

October 3rd to June 4th

  1. Continue data entry and updating student records based on housing surveys completed and received. Prioritize students who:
  • No longer report being homeless (“permanent housing”)
  • Homeless Program Enter Date prior to July 1st, 2024
  • If there is capacity, students that report a change to dwelling type

  1. Quarterly review of PGM413 - Homeless Main Report - CCTs outreach to homeless students to assess for support. Prioritize homeless students who are:

  • Temp Unsheltered, Living in Hotel/Motels or Unknown,
  • Struggling with attendence, or truancy
  • Off track or struggle academically
  • Have a reported high number of behavioral referrals or incidents

  1. Submit a Resource Request for homeless students who require school supplies, school clothes, transportation to/from school, or ther support.

CALPADS End Of Year Submission - June 4th - Last Day of School

How to generate the list of homeless students at your school site

This report will help you to see all students within the school who have reported a housing status that is eligable under Title VII-B of the McKinney Vento Act for support through the SAFEH program. This report will only have students with active and open records and the date they were entered (i.e. identified). Students with active records dated before July 1, 2024 need to be updated.

Watch the how-to video or continue with the following instructions.

To run this report:

  1. Log into Synergy and make sure that your focus is set to your school in the upper right corner of the screen
  2. Enter U-PGM413 Homeless & Foster Students Main Report in the quick launch to get to the report page

  1. Before clicking “Print”, select the “Options” tab and select “Homeless” and then the “Sort/Output” tab and change the File Type to Excel (XLS). This will allow you to import into Google Sheets, shared with CCT members, and sort.

 

Use this list to prioritize which students/families to outreach to and ensure their eligability/status is up to date, share additional information about their educational rights, and connect to resources available either within the district or within the city of San Francisco.


How to Document in Synergy that a Student is Experiencing Homelessness

The steps below describe how to identify a student as eligible for support under the federal McKinney-Vento Homeless Assistance Act and update their record in Synergy.

Watch the how-to video or continue with the following instructions.

Note: Students with an active record with an “Enter Date” older than July 1, 2024 must be updated. See the instructions in the next section or watch this video on how to close or create an updated record.

  1. Log into Synergy and make sure that your focus is set to your school in the upper right
  2. Enter Student Needs in the quick launch to get to the Student Needs page
  3. Search for your student using the unique information you have for them (Name, HO, Birthday).
  4. In the “Add Level” section, click the “Programs” drop down and choose “Homeless” to “Add New Program”

  1. A new window will will prompt you to enter the following information:
  1. Click “Save” once you have entered the information above and reviewed the data for accuracy. The record will now appear in the student’s “Student Needs” page and will update the “Homeless” marker in the Student’s “Demographics” page within a week.


How to Update a Student with an Open “Homeless Program” Record in Synergy

Watch the how-to video (timestamp: 1:11) or continue with the following instructions.

  1. Log into Synergy and set your focus to your school in the upper right corner
  2. Enter Student Needs in the quick launch to get to the correct screen
  3. Use unique student information (Name, HO, Student ID number) to find the student.
  4. Notice an open record (likely outdated) under Programs titled “Homeless
  5. Select “Show Detail” next to the word Programs to open up the Programs “History

  1. If the student and family no longer experiencing homelessness, add an “Exit Date” (i.e. the date school staff were notified) and click “Save” to close record.
  2. If the student and family report a new dwelling type (ex: Hotel/Motel to Temp Sheltered etc.) close the previous record by adding an “Exit Date” (i.e. date staff were notified) and create a new record by using the “+Add” button”. Use the day the school was notified of the new dwelling type as the “Enter Date” for their new record.

Note: Be sure to use the “+ Add” Button below “Detail” to create the new record. You cannot “Add New Program” for Homeless if one already exists (even if the record is closed). If you try to do that, you will receive an error message:

Updated August 2024