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CREATING AN ACTIVITY SET-UP (Project Set-up) Contract Summary Screen Contract Activity Screen.

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Presentation on theme: "CREATING AN ACTIVITY SET-UP (Project Set-up) Contract Summary Screen Contract Activity Screen."— Presentation transcript:

1 CREATING AN ACTIVITY SET-UP (Project Set-up) Contract Summary Screen Contract Activity Screen

2 Required Documentation ( Project Set-up) Click on the box, then proceed with the set-up. Refer to the website for the most current checklist.


4 The following screens are sections of an Activity Set-up Enter the actual budgeted amount from the work write-up/cost estimate including soft cost

5 Line 1 -Enter the street address of the home. Do not enter the homeowners name. Line 2 –No entry is required in this field. City, State, Zip – Each field must be completed. City Type – Select city.

6 Check the box(es) as applicable with the purpose(s) stated in the HOME contract.

7 Select the box(es) that agrees with the specific purpose stated in the HOME contract. Square Footage - enter the square feet of the home. Cost per Sq Ft – enter the cost 221(d)3 Limits – Enter the maximum per-unit subsidy for the area being served (refer to Appendix A-32).

8 Property Type - Enter Single Family Accessible - Check this box if the property meets Accessibility (reconstructions have to be accessible per HUD requirements). FHA Insured – Do not check this box.

9 Unit Number – Always enter 1 Monthly Gross Income - Enter the households monthly gross income, as calculated on the 14 series income worksheets. Name – Enter the full name of the head of household

10 Number of Bedrooms – select the applicable number Occupancy - Select Homeowner Select from the drop down boxes as applicable

11 Hispanic – Click only if head of household is of Hispanic ethnicity Household Size – Select the appropriate number. Head of Household Race – Select the appropriate race; Hispanic is recognized as White for the purpose of this data. Primary Special Need – Select applicable special need type. Head of Household - Select appropriate description

12 Select as specified in the contract. Click SAVE to store the data entered.

13 Creating a Project Budget (Budget Detail) Now that all of the preliminary data has been entered and saved youre now ready to enter the activitys budget detail per the cost estimate/work write-up. Sections of the set-up will automatically populate after saving entered data. Click Budget Detail on the right-hand side of the screen.

14 Amended – Enter budget amount (same as entered in the start- up page). Save - Click to store the budget (Amended) data. Itemize – Select the Itemize on the right-hand side of screen press enter to go no to the next screen.

15 Work Write-Up / Cost Estimate Administrator Name: Homeowner's Signature: Contract Number: Project Number: Project Address: Description Specification Detailed Description Square Feet, Number of Items, or Linear Feet Cost per Square Foot or per Item (including labor) Cost per Item Total Site Work Dumpster $0.00$ Site Toilet 0.00 Fill 0.00 Site Prep 0.00 Make Ready 0.00 Other 0.00 Site Cost $ -

16 Miscellaneous $ 49,107.14$ $ $ 0.00 Miscellaneous Cost$ $ 1000= Number of Square feet of Heated Area Estimated Project Hard Costs$49, $= Cost Per Square FootMaximum Allowable Soft Costs$ 5, $= Estimated Cost plus or minus 15% Total Budget Project Costs Cannot exceed $55 K$55,000.00

17 Budget Itemization Item Numbers - Sequential item numbers are assigned by the System. Item # - x items can be deleted if necessary. Budget Category – To add, click the (+) symbol next to Hard Cost or Soft Cost. Amount - Enter the appropriate dollar amount for each item. Save - Click Save to store the data entered

18 This screen will appear each time you add a category as the Unitemized amount decrease to zero dollars.

19 PROJECT SET-UP APPROVAL & DISAPPROVAL Order of APPROVAL ACTIONS After complete Set-Up data has been entered click Save; Click Submit for Approval without Saving, this action updates the activity status; Pending PM Approval which notifies PM that the Set-Up is ready for processing. The user who last enters data cannot be the same person who approves the activity and submits to PM.

20 OVERVIEW OF STATUS Pending PM Approval, no further action by the CA can be done on the activity.

21 Disapproved by PM, the CA must make corrections and resubmit for approval.


23 Creating online notes From the CONTRACT ACTIVITY screen click on Notes in the upper right-hand corner. Click Create New Note

24 Type in information, click Save to store the message

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