A. Administrative Agent General Services: a. Day to Day Services: i. Creating and/or Implementing the Administrative Agent Operating Manual and Affirmative Marketing Plan ii. Responding to General Affordable Housing Inquiries, affirmative marketing, foreclosure prevention activities and annual mailings to homeowners. b. Additional Advisory Services i. Trust Fund Monitoring, Mid-Point Review ii. CTM Entry of Trust Fund information iii. Extension of Controls or Implementing an Affordable Assistance Program B. Services Paid by the Developer/Landlord/Homeowner a. Rental Fees b. Waiting List Management Fees c. Lease Renewal Fees d. Ownership Fee i. Refinance Request ii. New Development e. Setup of New Projects C. Housing Rehabilitation Program Administrative Services a. Ongoing Day-to Day Program Administration i. Maintaining a list of interested residents ii. Owner Outreach Efforts iii. Reviewing Homeowner Pre-applications b. Shared Services i. Contractor Outreach ii. Qualifying and Maintaining Contractor database D. Housing Rehabilitation Program Case Management a. Eligibility Determination - Introductory Setup of a Case i. Processing Application ii. Determining the Applicant’s Eligibility b. Loan Closing i. Home Inspection to Determine Code Violations, Repairs Needed ii. Developing a cost estimate and work specifications for review iii. Preparing Bid Documents iv. Review of Bids v. Preparing contracts vi. Preconstruction Meetings c. Final Inspection i. Finalize and troubleshoot any difficulties that arise ii. Progress inspections iii. Case Closeout iv. Title Search – to confirm ownership and property Liens v. Subordination Requests
