Quarterly Reporting

Quarter End 9/30/18 Reports are due to: kparsley@fahe.org by 5pm Eastern, Tuesday 10/16/18

Please refer to the documents below for changes and additions, and helpful hints for reporting your quarterly production. If you complete (all 3) reporting spreadsheets every quarter, you will have less paperwork to complete during the membership renewal process in the spring.

Please note: The Clients & Financing Spreadsheets are formatted so that based on your answers, only appropriate responses are available in the drop down. This should eliminate many errors and omission of required answers. On the Client Spreadsheet, errors will be noted in Column A and in more detail in columns BQ, BR, and BS. On the Financing Spreadsheet, errors will be noted in Column L.

Client Spreadsheet – Columns AX thru BN are supplemental information that we would like you to fill out if you have the information available to you.

You can continue to report on the same spreadsheets from quarter to quarter, this will activate an error flag that says: “Closing date cannot be beyond the end of the quarter”. Just ignore it.

***REMINDER –  here is the difference between Rehabs and Repairs:

REHABS = any repair/rehab/weatherization activity $2K  and over and must be reported on Clients/Financing sheets.

REPAIRS = any repair/rehab/weatherization activity UNDER $2K and can only be reported on the 2nd tab of the Rental, Repair, Counsel, Vol, EEE spreadsheet.

Please review quick list of changes/helpful hints – FY 2018 Reporting Changes and Helpful Hints

Spreadsheets for Federal FY18:

For thorough explanations of terms, and requirements on the spreadsheets, you can refer to the Data Dictionary from NWA, or contact Kyle for help: kparsley@fahe.org / 859-986-2321 x-6251