PY2021-2022 Subrecipient workshop | Page 25

CLIENT FILE DOCUMENTATION ( ESG )

• Client intake

• Homelessness documentation ( Shelter , RRH ) – sample intake forms provided
• At-Risk Homeless documentation ( Prevention )

• Case Management

• Detailed case notes – the more documentation the better

• Client income ( if applicable )

• 30 % AMI PY21 ESG

• Third party documentation ( source , written , oral )

• Habitability Standards ( if applicable )

• Lead Based Paint Standards ( if applicable )

• Rental Assistance Agreement & Lease ( RRH & Prevention )