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Client/House Files
Client/House files must be set up with a separate file folder for each house (or client). Each file must contain a checklist of all required documentation. Documentation in the files must be in the order of the checklist.
See a sample
Client/House Files Checklist (current checklist date 09/10/19)
Contractor Files
Contractor files must be set up with a separate file folder for each contractor and sub-contractor. Each file must contain a checklist of all required documentation. Documentation in the files must be in the order of the checklist.
See a sample
Contractor/Sub-Contractor Files Checklist
Agency Staff and Contractor Licensing and Training Tracking Sheet
Keeping track of agency staff and contractor/sub-contractor licenses and trainings can be a nightmare. The tracking sheets below were developed for administrative program monitoring but can also be used at the agency level.
Agency Staff Licensing and Training Tracking Sheet
Contractor/Sub-Contractor Licensing and Training Tracking Sheet