Get Az Weatherization Assistance Program Client File Checklist 2019-2025

The AZ Weatherization Assistance Program Client File Checklist is a crucial document designed to ensure that all necessary information and documentation are gathered for each client receiving weatherization services. This guide provides step-by-step instructions on how to efficiently fill out the checklist online, ensuring a comprehensive record for your files.

Follow the steps to complete the client file checklist successfully.

1. Press the ‘Get Form’ button to access the checklist and open it in your document editor.
2. In the header, fill in the date, subgrantee name, job number, client name, and ADOH WAP database number accurately. Ensure that all client information is correct to avoid any processing delays.
3. For the eligibility section, check off each relevant document such as the Client Weatherization Application, Income Calculation Form, Proof of Ownership, and any other required documentation. Make sure that you have copies of these documents ready for submission.
4. Proceed to the client correspondence and sign-offs section. Document any interactions with the client by including forms such as the Progress Form, Client Rights and Responsibilities, and any client complaints, along with their resolutions.
5. In the work section, list all necessary documents that reflect the work performed for the client, including health and safety evaluations, signed scopes of work, and any change orders. Attach or note the photos of replaced equipment as needed.
6. Complete the invoice section, ensuring all costs related to materials, labor, and specifics are accurately represented. Indicate whether the contractor is based on renter-related measures or crew-based invoices.
7. Once all sections are filled out, ensure that a Subgrantee representative signs the form, acknowledging that all items checked are included in the client file.
8. Finally, review the completed checklist for accuracy and completeness before saving your changes. You can also download, print, or share the form as necessary.

Take action now and complete your documents online for the AZ Weatherization Assistance Program.