Feature

An electronic version of CSD's 540 Assessment form 1 2 Add "Contract Year" AKA "Program Year" on reports Step-by-step guide on how to use Hancocks 3 vendor-equivalent site assessment

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Subprogram Support - Currently in Hancock, because of EARS reporting requirements, measures are named by subprogram ( e.g., ECCS , ECHS and ECIP) and this is confusing energy assessors when they select measures. Hancock will design a solution so assessors can pick measures with a familiar name, and support subprograms at the billing stage for EARS reporting purposes, not at the energy 4 assessment stage. Electronic signature - Clients sign documents on the 5 iPad

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When a job is sent from the HEAP system to the weatherization system, users cant identify that it came from HEAP, when it came from HEAP, and the 6 type of referral (Emergency vs normal). A mobile version of the Quick Measure Selection screen This is the screen where assessors can select all measures in one place. 7

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Add a vendor equivalent CSD Inspection Form, similar to the CSD 611 form, to the iPad and allow inspectors to complete it electronically offline on the 8 iPad. Print an inventory sheet of materials based on a 9 set of jobs billed to CSD Display deadline dates on work orders and printed assessments. Be able to easily search the dates that 10 are expiring soon. Redesign the Quick Measure Selection screen to enter all information in one place. For example, Assessors measures will display on this screen, select the contract, enter a staff's time and have labor calculate here, be able to enter the material cost. Do you need any other abilities on this screen? For assigning labor cost, 85% of users think picking one measure and see a list of all crew and enter the time per measure for the crew, then pick the next measure and repeat the process is an easier process

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11 Be able to print a blank and completed site 12 assessment form Add support for the CSD 611 Inspection form into Hancock's weatherization software. This means a blank copy of the form can be printed out from the system to take to the house, or a completed copy can be printed from the system. 13

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Hancock will redesign the material management screen to make inventory much easier to use. Once measures are picked during the site assessment, the software will predict the full list of inventory needed from the warehouse and give users the option to remove, adjust and issue 14 direct POs. When a client is sent over from HEAP to weatherization, the comments from HEAP should 15 come over with the client. Ability for work crews to enter their labor time on an 16 iPad device

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Enforce date requirements and controls: For example, after qualification, agencies have x days to perform the assessment. After assessment agencies have x days to perform the work. If you would like this feature, what other date requirements would you 17 like the software to enforce? An electronic intake form (CSD 43) to perform outreach on a tablet without requiring internet access. RHA has developed a similar intake form, but it currently doesn't have the capacity to upload to 18 vendor systems. Would you like to material management accessible 19 from the Quick Measure Selection screen?

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Add a subcontractor reporting feature to the Client Status report. Have a subcontractor aging/encumbered list so that agencies can track what they have sent out for work and how many dollars are waiting to be billed. This will answer questions about the dollars subcontractors are working on for in progress jobs.

20 Add feature that allows users to jump back to the 21 previous client. Select a set of jobs and print one list of inventory 22 materials for that set of jobs Need Hancock to add CSD Form 295 (CSBG) to the 23 system Include a job on an EARS report before all measures for all contracts or funding sources are 24 complete? Hancocks Work Order screen, the email button sends the work order to one contact at the subcontractor or crew. Enhance this email ability to show a history of emails sent or Open an email with 25 their native email tool Adding indirect costs: To add non-job related activities, Hancock has the concept of "indirect costs." A Quick User Guide on billing indirect activities (outside of job related activities) would be 26 useful for all but one agency.

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In the Project Cost Report, labor cost and material cost for the same measure are listed separately on the report. Would you like to see all costs associated with the same measure be grouped together to 27 make the audit process easier

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Need algorithm for rounding when including sales tax in material unit cost: Here's the current problem: If you purchase 2x4 lumber for $2.45 per board with a 7.5% tax your cost is 2.63375 per board. Hancock rounds this to $2.63. After purchasing 100 boards that adds up to $263, while the actual cost will be 28 $263.38. Add a control Notice or warning to let assessors know that a heating/cooling record is needed to 29 track FAU. 30 Manage unique utility funding sources for an agency

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Ability to enter a cap on individual measures. If they go over the cap then it goes to approval and they have to get a waiver code from CSD. They would 31 also need a place to enter that waiver code. Different hourly personnel rates for different 32 contracts

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Budget screens reflect the same fields on their EHA33 16 and DOE budget forms that they submit to CSD. Post Survey

1) Add the ability to filter jobs by home type (sf, mf, mobile etc) on the Add Job screen when adding jobs to an invoice2) Make the FS and Program Year visible and obvious on the first page of the detailed 34 invoice report Post Survey We communicate with subcontractors on a daily basis sending work orders and receiving invoices. We produce a weekly report that we send to them with an aging list so that we can both make sure they have the work order and that it is being handled in a timely manner. Is it possible to get a report similar to this that would list work order by vendor 35 (subcontractor, or crew chief) that would could Post Survey

export to excel so that we could do aging and track the dollars we have encumbered?