Important Dates
What is December 1st
Start of Moratorium Protection
A CLIENT COMES IN FOR APPT. SHE OWNS HER BUSINESS, AND WILL FILE TAXES ON IT. SHE STARTED IT SIX MONTHS AGO, HOW DO WE CALCULATE HER INCOME?
IVA, SHE DOES NOT HAVE LAST YEARS, AND SHOULD BE ABLE TO SELF CERTIFY. IF SHE HAS RECEIPTS, THOSE CAN BE ACCEPTED, BUT SHE WILL STILL NED THE IVA. NEXT YEAR SHE WILL NEED 1040 SCH 1 AND SCH C, IF SHE STILL HAS HER BUSINESS.
What do we do if the client turned in the wrong utility bill?
Contact the vendor to request bill that closely matches app date.
A client is insisting that they have an appointment for today, but they aren't on the schedule. What should you do?
Best way to handle this is informing them they are not on the schedule today, show them proof (optional) and offer to schedule them one.
what time do we start appointments.
8:15am
The last day to submit an application is?
April 20th
Widow Georgina receives $1,600 a month for Black Lung Disability and $500 monthly for her pension. What is her total income for 3 months?
1,500
If a landlord is refusing to sign the Landlord Affidavit, what else could we use to process the application?
A lease agreement signed by both parties within the last 24 months may be used.
Debbie is late for her appointment; she is 11 minutes late and is furious when she is asked to reschedule. You hear commotion and go into the waiting area, not understanding why, as we do not appear to be busy. What do you do?
Nothing unless you are asked to assist. remember let the lobby person handle their lobby.
A client offers you a tip, or money, thinking this will ensure they get benefits and that their application will be approved.
It is important to politely decline the tip and explain that all applications are processed fairly and according to guidelines. Only acceptable gifts are small ones such as thank you card or a homemade item.
All incomplete applications must be fully processed by?
May 4th
Carl turns in his award letter for Railroad Retirement. What amount should we use to calculate his income for three months?"
Net amount
Linda brings in a letter signed by a neighbor stating that she does some chores around the apartment building for a deduction from rent. What do we do with this?
Pitch it. payment in kind is not countable income.
An appointment and a walk-in arrive at the same time, and they start arguing about who goes next. What should you do?
Take the appointment first. If the situation continues to escalate, ask someone in management to assist.
It's below freezing outside, and we have already taken all 6 walk-ins one more person comes in shutoff what do we do?
Take the client. We do not turn away when weather is bad.
When are close out reports due to IHCDA?
Oct 28, 2026
Donald has a nice, older vehicle that he likes to enter into car shows to make cash. How do we calculate his income?
Have him complete an IVF for the 3 months needed.
Carla and Dale split 2 months prior to her applying for energy assistance the bill is in his name what supporting docs does she need?
Utility Aff and non-household member declaration form
What should you do if you notice lice or bed bug infestation on your client?
Immediately advise your manager so proper steps can be taken. Do not say anything to the client.
Someone from another department tries to pressure you to do their application. What do you do?
Inform your supervisor/manager of the situation.
When can A16 activities begin?
November 1st
True or false: We count sheltered workshops that are authorized to employ workers with disabilities at subminimum wage.
FALSE
Cindy says her gas is included in her rent, but she pays her electric bill to CenterPoint. What documentation is needed?
We would need utility bill plus tenant verification statement stating its included.
Suzie comes in for an appointment and did not bring his income documents, but he believes he can get it on his phone. what do you do?
Give them a pink slip; we will not have time to wait for them to get documents that they should have had together before their appointment starts.
You notice a client at your desk is all shaky and having trouble breathing. What should you do?
Stay calm, notify Torey and call for help if she has not.