Current Program Year and Grace Period

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The year that is displayed on the current program screen is the year that will default in the program year fields as you navigate through the screens in the system. A new year can be added.   Adding a funding source to a program year will make the funding source available for the sub grantees to choose for a weatherized job on the selected measures screen.

 

Add or Change the Current Year

The year that is displayed on the current program year screen is the default year for the system.  For example, if a sub grantee were to create a new invoice or view the budget balance screen, the year would default to the specified current program year.

To add or change the current program year:

  • First, search to see if the program year record exists by entering the program year and clicking the search button.  
    • If a list of funding sources appears on the screen, then there is already a record for that year.  Click the update button to set the year as the current program year.
    • If no funding source entries exist, meaning the table on the screen is blank, then add a new program year.
  • To add a year, enter the year and click the “+” button.
  • Choose the allocation, funding source and income eligibility rank.
  • Click the save disk.

 

Add or Edit the Funding Source

The funding sources displayed on the table on the screen are the same funding sources that will be available to be chosen by the sub grantees on a job’s selected measures screen.

Make sure the current program year is displayed in the current program year field.  

To add a new funding source:

  • Click the “+” button.
  • Choose the allocation, funding source and income eligibility rank.
  • Click the save disk.

To change a funding source:

  • Click the edit pencil button.
  • Choose a different funding source.
  • Click the save disk.

To delete a funding source:  Deleting a funding source does not delete the actual funding source, instead, deleting a funding source removes its visibility from the priority audit screen. Therefore, if a funding source is deleted from this screen, a sub grantee can not choose it for a weatherized job.

  • Click the delete trash icon.

 

Set the Grace Period

The grantee can set the system so the application, energy audit, work order, inspection and invoice dates cannot be back dated into the previous month.

The grantee can also set a grace period, or the number of days at the beginning of a month where a date from the previous month can be used. If no grace period is defined in the grace period field, then the system will automatically not allow a user to backdate into the previous month.

  • To set the grace period, enter the number of days in the grace period field and click the update button.

 

Choose the Income Eligibility Rank

Some versions of the system have the option to compare clients against multiple income guidelines.  This feature can be used if one of your funding sources has different income guidelines than another.  To use this feature, first add multiple allocations on the budget allocation and then assign different income guidelines to the allocation on the income guideline screen.

Then, set the income guidelines for each funding source on the current program year screen.

  • Add the funding source if it is not listed on the current program year screen, or click the edit button to edit the funding source.
  • For the funding source and allocation with the lowest dollar amount in income guidelines, meaning that the least number of applicants would qualify for the program, choose most strict. After entering the most strict entry, then enter the funding source and allocation that is the next most strict and choose next strict.  Finally, for the funding source and allocation with the highest income guidelines, meaning that the greatest number of applicants would qualify, choose least strict..  
  • Click the update button when finishe

Enter the Expiration Period for Weatherization Applications

Some versions of the system will have the sentence, “Applications will expire after ___ months.”

Enter the number of months an application takes to expire.

 

 

 

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