Hi Everyone,

Here is a quick update on how/when to apply for the census tract incentive in WFA. If you have any follow-up questions feel free to reach out to Mark or myself.

How to apply 100% incentive for Census Tract Customers
Below are the steps that HPCs should take to apply the 100% incentive for eligible Census tract customers.  Abode will also be reviewing projects in flight to make sure that all eligible customers receive the incentive.

Applying the 100% Incentive in WFA – 

  • you can apply the 100% incentive project flag for eligible customers in the given Census tracts, even if the HEA was prior to 10/18/22
  • Under Project Flags, select yes to 100% Off Incentive and then enter the date.
  • No other incentive-based project flags should be applied (Whole Building Incentive/Multi-Unit-Building/Single-Family-Renter or Moderate Income)
  • Census tract Project Flag Coming Soon:  an additional project flag will be added that identifies the customer incentive.  This will only be a tracking flag.
    • The 100% Off Incentive project flag will still need to be set to apply the incentive

Validating Incentive Eligibility
Please take care to only offer eligible customers the 100% Incentive.  Eligible addresses are listed in the selected Census tracts; you may have neighboring customers in the same zip code who are not eligible.  You are responsible for honoring the incentive if you apply it to ineligible customers.

HEA Validation – There are no special requirements for validating a Census tract customer in WFA.  Same approval process and guidelines

  • Customers must have eligible market-rate rate codes

  • Customers with low-income rate codes should be referred to their CAP

  • Most customers should be auto-approved for HEAs and sail through to Scheduling

  • If account numbers are not available, or the project is otherwise re-directed to Initial Manual Eligibility Review, please submit the project to Abode with account numbers and any context why the project should be approved.

  • The reason for manual review is not “Census Block,” but whatever issue is preventing approval – missing/shared account numbers, missing rate codes, new homeowner, conflicting appointment scheduled, etc. shared

  • We will approve or return the project to you, depending on the details.