What is the name of the tab used for conducting the award letter mailing process?
Communication
This document is needed if the project involves renovations.
The Renovate Right Pamphlet & Form
Who must approve all award letters before final approval by FL COM?
Case managers and team leads.
What is the first document that must be collected from the applicant during the contract signing?
Utility Bills.
Submit this for Team Lead approval.
The grant signing package
After composing the award letter, what must be verified next?
Verify that the details match what is in Canopy.
What are the award process steps if there is not DOB gap?
1. Create award letter and Notify applicant of award.
2. Schedule contract signing appointment.
3. Conduct contract signing.
Where can case managers confirm the scheduling of all appointments for an applicant?
Under the “Appointments” tab in Canopy.
What should the case manager ensure about the contract signing documents at the appointment?
They are signed and dated correctly.
After Team Lead approval, the package moves to this filter for the final step.
"Pending Director Signature"
Which section must be navigated to confirm the association of the award letter?
“Award Letter Creation/Mailing” section.
What are the important considerations for All Award types? List 4.
No like-for-like materials, square footage, etc.
No garages
No decks, sheds, outbuildings, etc.
Applicants cannot request upgrades or pay for upgrades.
Standard builder-grade materials.
What filter will applications appear in when they are awaiting grant signing scheduling?
“Pending contract signing scheduling” filter.
What is the final step in the contract signing process for the case manager?
Mark the signing as completed.
This document must be included if the property is in a 100-year floodplain.
The Flood Covenant
What filter will an application appear in when ready for award letter creation?
“Award Letter Pending Case Manager Review” filter
What is the status after the completion of the Grant Signing process?
Pre-Construction.
What items should the applicant be advised to bring to the contract signing appointment during the arrangement process?
Most recent utility bills
After the contract signing is completed, what must the case manager do with the documents?
Import and associate all contract signing documents in the designated fields.
What option should the Case Manager select for an applicant with a 100-year Flood Plain requiring assistance?
Flood Insurance Assistance Requested
What is the final action to be taken after mailing the award letter?
Click on “Award Letter Sent” to finalize the mailing process.
List 4 Homeowner's Responsibilities.
Flood Insurance
Move/Temporary Housing
Removal of Personal Belonging
Coordination with the GC
Site Access
Utilities
Pets/Animals
Who is responsible for scheduling the grant signing meeting in Acuity?
A Team Lead or Office Admin.
What topics are discussed during the contract signing appointment?
1. Bill collection.
2. Homeowner Scope of Work.
3. Contract Signing Agenda.
4. Homeowner Responsibilities.
5. Homeowner Grant Agreement.
6. Initial Prom Note.
7. Next steps.
What are the documents required in the Grant Signing Package for a rehabilitation with no 100 year Floodplain?
1. Grant Agreement
2. Promissory Note
3. Lead Based Paint Renovate Right Pamplet & Notification
4. Intake Signature
5. Agenda Acknorledgement
6. COI
7. Homeowner Scope of Work (ECR)
8. Applicant Responsibilities
9. Current utility bills
10. Signed Media Release