Appendix H. Completed Work Documentation_EOAHMP-C2.DRAFT

Appendix H

EOAHMP Completed Work Documentation

Older Adults Home Modification Program

Completed Work Documentation¹

Study ID:				Today’s Date (mm/dd/yyyy)	Form Completed By:
Site ID	Field Team ID	Client ID			Name	Job Title	Organization
						(dropdown menu: OT, OTA, CAPS, other [Specify])

OMB Control No. 2528-0335, expiration date 5/31X/2025. This form is designed to provide HUD with information about the effectiveness of its Older Adults Home Modification Grant Program. Your participation in the Evaluation as a grantee is mandatory as a condition of the grant. The Public reporting burden for your collection of information is estimated to be 30 minutes per response. HUD may not collect this information, and you are not required to complete this form, unless it displays a currently valid OMB control number.

REDCap: Attach the Empty Work Documentation Excel Template.

Grantee Instructions: The purpose of this form is to document home modification tasks and costs. Do not include costs related to assessing the home to determine home modifications needed (e.g., OT-related assessment costs) or costs to administer the OAHM Program (e.g., grantee project management costs). Number home modification tasks, entering one home mod per row. Optional: Upload supporting documentation (e.g., invoices). List any donated materials, with $0 cost.

1a. Home Modification Start Date (mm/dd/yyyy):_______________

1b. Home Modification Work Completion Date: (mm/dd/yyyy):______________

1c. Were additional home modification work provided after initial work completed?□ Yes REDCap: Allow additional start and completion dates) □ No

1d. Additional Home Mod Start Date (mm/dd/yyyy): 1e. Additional Home Mod Work Completion Date (mm/dd/yyyy):

2. Was HUD OLHCHH pre-approval obtained for this work? □ Yes □ No

3. Did this work require a HUD environmental review? □ Yes (include any associated costs in table below) □ No

Grantee Cost Instructions: (REDCap: Include potential funding sources in dropdown list)

•If the funding source indicates you should specify the funding source, enter the source in the “Specify funding source” column.

•Do not list costs to assess the home to determine the home modifications needed (e.g., OT-related assessment costs).

•Do not list costs to administer the OAHM Program (e.g., grantee project management costs).

•Include overhead/profit in the costs, if applicable

Funding Sources for Home Modsa	Specify Funding Source	Cost	Notes (optional)
TOTAL HOME MODIFICATION COST		$0

^a Only include grantee costs associated with completing the listed home modification task. Do not include grantee labor costs associated with managing the OAHM Program.

Grantee Instructions: Enter home modification and adaptive equipment tasks, entering one task category per row. For example, do not enter “lighting” and “adaptive equipment” on a single row. Number the tasks sequentially. (REDCap: See pages 2-3 for column dropdown lists)

Task #	Task Details				Room		Program Paying for Task
	Category (select one/ row)	Item (select one/ row)	Task (select one/ row)	Description	Type (select one/ row)	Room Description (optional)	Program Type (select one/ row)	Specify Program Name

Older Adults Home Modification Program

Documentation of Home Modification Work

REDCap Dropdown Lists:

Task Specified By: OT, OTA, CAPS, RN, other Home Mod Contractor, Social Worker, Other (Specify)

Task Type: Grantees should pick one description per row. For example, they should not enter “repair stairs” and “install railing/banister” in a single row.

Feature or System	Specify details	Activity
Accessibility item	□ graded ground ramp □ temporary/modular ramp □ permanent ramp with footings set into ground □ stairlift □ wheelchair platform and lift Specify:	□ Repair □ Replace □ Install temporary item □ Install permanent item
Adaptive equipment	Specify:	(no check boxes here)
Carpet		□ Repair □ Replace □ Remove □ Install
Exterior Door (Room=Exterior):		□ Adjust door swing □ Install automatic door or door openers □ Install door hinge offset or swing clear door hinges □ Install hands-free door hold open capability □ Replace door lock □ Install magnetic screen door □ Install or adjust height of peephole □ Add security technology to door □ Install secure slide latch or chain □ Repair broken door window pane(s) □ Repair door □ Replace door □ Install new door □ Widen doorway □ Other Specify:___________________
Interior Door		□ Adjust door swing □ Install automatic door or door openers □ Install door hinge offset or swing clear door hinges □ Install hands-free door hold open capability □ Replace door lock □ Repair door □ Replace door □ Install new door □ Widen doorway □ Other Specify:___________________
Electrical features	Specify:	□ Install light switches/electrical outlets □ Replace light switches/electrical outlets □ Move light switches/electrical outlets □ Install GFCI outlets in wet areas □ Repair light switches/electrical outlets □ Rewire home □ Install new electrical service □ Replace/move electrical panels □ Other Specify:___________________
Floors		□ Repair □ Replace □ Install new floor □ Install/replace carpet □ Other Specify:___________________
Grab bars		□ Repair □ Replace □ Install
Gutters/downspouts (Room=Exterior)		□ Repair □ Replace □ Install
Hallways		□ Widen hallway
Door Handles	Specify:	□ Repair □ Replace □ Install
Faucet Handles	Specify:	□ Repair □ Replace
Handrails, railings, stair banisters		□ Repair □ Replace □ Install
Home Safety Device	Specify:	□ Repair □ Replace □ Install □ Install fire suppression system
HUD Environmental Review		(no check boxes here)
HVAC/plumbing system	Specify:	□ Repair □ Replace thermostat □ Install □ Replace major feature
Kitchen		□ Repair/replace existing cabinetry □ Replace cabinet hardware □ Install/replace fire extinguisher □ Install automatic stove shutoff device □ Remodel kitchen □ Install lower work surface that can be used while seated □ Lower cabinets □ Repair/replace countertop(s) □ Appliance repair Specify appliance:__________ □ Appliance replacement Specify appliance:___________ □ Other Specify:___________________
Laundry		□ Move washer and/or dryer □ Replace washer and/or dryer □ Other Specify:___________________
Lighting	Specify:	□ Repair □ Replace □ Remove □ Install
Pathways/walkways and driveways (Room =Site)		□ Repair □ Replace □ Place anti-slip tape, colored tape, or paint on surfaces □ install pathway lighting
Porch (not including railings) (Room=Exterior)		□ Repair □ Replace □ Install
Pressure-mounted pole (“superpole”)		□ Repair □ Replace □ Install
Roof (Room=Exterior)		□ Repair □ Replace
Shelving or cabinetry		□ Repair □ Replace □ Move □ Install
Bathroom (Room=Bathroom)		□ Add nonskid strips to tub/shower floor □ Install handheld or adjustable showerhead □ Install tub cuts to enable easy entry/conversion to shower □ Install curved shower curtain rod □ install pedestal or wall-hung sink for wheelchair accessibility □ Insulate or cushion exposed pipes beneath sink □ Install/replace/adjust bathroom mirror, toilet paper holder, and other permanent accessories □ Replace cabinet hardware □ Repair wall tile □ Secure rugs with carpet mesh or double-sided rug tape □ Install toilet riser with handles □ Install toilet safety frame or rails □ Toilet Repair □ Toilet Replace □ Remodel bathroom □ Install new wall tile □ Install walk-in tub or shower □ Other Specify:___________________
Slippery surfaces	Specify:	□ Power-wash □ Non-skid strips
Stairs/steps-Exterior (Room=Exterior)	Specify:	□ Repair □ Replace □ Place anti-slip tape, colored tape, or paint on surfaces
Stairs/steps-Interior		□ Repair □ Replace □ Maintain chair lift/stair climber □ Place anti-slip tape, colored tape, or paint on surfaces □ remove carpet
Temporary Resident Relocation		(no check boxes here)
Thresholds/Room Transitions		□ Repair □ Replace □ Remove
Walls and ceilings		□ Repair □ Install new
Windows (Room≠Exterior)		□ Repair □ Replace
Other	(Specify):	□ Repair □ Replace □ Remove □ Move □ Install □ Complete room remodel

Location:

Room	Specify Details (e.g., location in home)
Site (for tasks conducted outdoors on client’s property [e.g., client’s driveway, cient’s deck, client’s yard])
Exterior (for tasks conducted on home exterior [including entrance doors, porches, balconies, etc.])
Hallway
Living Room/Family Room
Foyer
Bathroom
Laundry
Kitchen
Dining Room
Bedroom
Other

Program Paying for Task: OAHM Program, Other in-house program (specify), DOE/Weatherization, CDBG, referral organization (Specify), Other (Specify)

1 Code for this document: Black font=Question asked of the grantee; Blue italics = Instruction for the grantee; yellow highlighted italics: Instruction for Excel programmer.