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itelocation Assistance Program Implementation Services <br />1. Secure basic case information and set up case file; maintain the necessary case <br />documentation and contact diary throughout the course of our involvement <br />with the claimant. <br />2. Conduct initial in-depth field interview with claimant: Document rent, income, <br />family size, names/ages of occupants and determine relocation needs, <br />preferences and special requirements; provide general information notices and <br />brochure; explain relocation process, rights and benefits available. <br />3. Provide on-going advisory assistance to minimize hardships on claimants, <br />including referrals to and coordination with community service resources, <br />public housing and other public services as needed. <br />4. Document rent with rental agreement, receipts, or economic rent if needed. <br />5. Document/verify income using pay stubs, budget worksheets, tax returns, <br />certification, and/or cash affidavit as necessary. Use rent-to-rent method if <br />income cannot be verified. <br />6. Assist with the reconciliation of FF&E ownership among owner and tenant. <br />7. Create rent schedule for project as appropriate and if authorized by client. <br />8. Search for and document comparables for each claimant: provide initial <br />referrals and three sets of additional housing referrals every 4-6 weeks, as <br />necessary; search for available non-residential sites until OPC recommends at <br />least one appropriate site or determines that no such site exists. Provide with <br />any referral, an evaluation form which requests feedback as to the suitability of <br />the site referral, and attempt to secure response from claimant. <br />9. Prepare letter of eligibility based on most appropriate comparable or rent <br />schedule, and seek authorization of client. <br />10. Deliver letter of eligibility to claimant, discuss findings and impacts to <br />occupants' particular needs. Amend the letter of eligibility one additional time <br />if the economics of the comparable's availability changes over the course of <br />our assignment. <br />11. Prepare and deliver 90-day notices to vacate no later than 12 weeks after <br />general information notices have been delivered. <br />12. Arrange for transportation to view replacement sites if needed; assist claimants <br />with their selection of a replacement site, with lease offers, with review of <br />rental agreements, and with move bids or fixed moving payment. <br />13. Inspect selected site to ensure it meets decent, safe, and sanitary requirements. <br />14. Monitor the replacement site escrow and explain the relocation process to <br />agent and escrow officer as necessary. <br />15. Review and discuss claimants' moving plans, build-out specifications and <br />personal property inventory and coordinate eligibility limitations in advance of <br />physical move. <br />16. Verify vacation of the displacement site and secure a certificate of <br />abandonment. <br />13 <br />3-17 <br />