TE 04 Remote Housing Assessment Script.xlsx

XLSX spreadsheet 63 KB Posted

Attached to
FEMA Individuals and Households Program (IHP) Field Services Contract Federal contract opportunity
Solicitation number
70FB8024R00000028
Issued by
Federal Emergency Management Agency Community Survivor Assistance Section

About this file

This document appears to be a Remote Housing Assessment Script for FEMA's Individuals and Households Program (IHP). It provides a guided script and procedures for FEMA assessors to conduct remote damage assessments with applicants over the phone or through video conference. The script covers confirming the applicant's identity, obtaining details on the type of home, level of damage from various causes such as flooding, wind, earthquake, and fire, and assessment of personal property losses. The document also includes guidance for assessors on properly recording damage levels, handling special circumstances, and addressing habitability determinations. This Remote Housing Assessment Script is directly related to the FEMA IHP Field Services Contract solicitation, which seeks contractors to conduct damage assessments in response to presidentially declared disasters.

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Read This First Remote Housing Assessment Script Feb-22

Hello, my name is ________________ and I am a contracted assessor (or assessor for FEMA employees) with FEMA, my assessor number is _________________and I am trying to reach (applicant name). I’m calling regarding the application for assistance you submitted to FEMA.

Due to the current conditions surrounding COVID-19 and to ensure public safety, we will need to perform your assessment by phone / video (optional by customer), and we will be discussing disaster caused damages to your dwelling, personal property, and other needs.

This interview may take 15 to 30 minutes to complete. Do you have time for this call now?

(If not, provide the applicant with your contact number and acceptable times to reach you in the next 7 days).

Before I continue, I must tell you this call may be monitored for quality assurance purposes. The Privacy Act of 1974 protects your rights as to how FEMA uses and shares your information. The Stafford Act and other authorities allow FEMA to collect this information to determine eligibility and administer financial assistance as a result of an Emergency or Presidentially declared disaster. The information I collect may be shared with Federal, State and Local service providers to help find additional assistance for your household’s disaster recovery needs. In addition to the information we will collect from you during your assessment, we may use Government provided post-event visual imagery to validate your claim.

Additionally, a FEMA quality control assessor may contact you to discuss your damage and may view the exterior of your home. You are not required to complete this assessment. However, if you do not complete your assessment, you may not be eligible for assistance with your home repairs. The information that you give must be true and correct. Intentionally making false statements or concealing any information to obtain disaster aid is a violation of federal and state laws.

Do you understand this statement?

(Applicants who do not understand or answer no, return the assessment as Withdrawn)

Because of the Privacy Act, I need to ask you a question in order to verify that I am speaking to the right person. Can you please provide me with the last four digits of your 9-digit FEMA assistance application number … also known as the registration number?

(If not verified, ask the applicant to call FEMA’s Helpline at 1-800-621-3362 (FEMA) to obtain their Registration ID, and once obtained, to call or text you for the interview to be conducted).

Thank you for confirming and to validate that I am representing FEMA and authorized to conduct this interview, I will provide you with the first four digits of your 9-digit registration number (provide the first 4 digits of their Registration number).

Once verified, proceed to the Questions Tab

Use the following statement for applicants who do not answer calls, or for use when texting an interview appointment:

“This is ___, an assessor with FEMA. I’m contacting you regarding your application for FEMA assistance. Please call me anytime between X AM and X PM at [XXX-XXX-XXXX] so we can discuss your damage.”

Questions Remote Housing Assessment Script

DR #
Reg ID
Flood Damage Level
Basement Flood Damage Level
Wind Damage Level
Earthquake Damage Level
Fire Damage LevelCODYes / No
Other RP Line Items:Is your home in an immediate threat of a landslide or mudslide?
Is there any disaster caused damage to an interior or exterior heating or cooling element, such as a furnace, condenser or heat pump, leaving it broken or non-functioning?
Did your home’s well receive damage and is now inoperable?
Did your home’s septic system receive damage and is now inoperable?
Were there damages to your home’s driveway or privately owned sole access road requiring repairs or debris removal to make it passable?
Were there damages to a sole access road owned jointly by you and other members of your community requiring repairs to make it passable?
Does your home have an accessibility ramp for a household member to enter the home and was it damaged by the disaster?
Interview Questions to Determine Level of Damage
Is the home in which you have requested assistance your primary residence, one in which you reside for 6 months or more during the year?
Do you Own or Rent?
Is your home currently inaccessible due to road or bridge closures or standing water over the road?
Have you been back to your home since the event?
What type of home do you reside in?
Does the home have a basement?
Did ANY flood water enter your home or crawlspace?
Flood water present on the exterior?
Location?
HWM? (Feet, Inches)
On which floor(s) did the flood water enter?
Are there any major structural damage to, or complete failure of the foundation or basement walls?
If home is a mobile home was BBI or floor insulation affected?
How high was the water on this floor?Less than 3” (Lower than your ankle)

3” to 2’ (Between ankle and knee) 2’ 1" to 4’ (Between knee and waist) 4’ 1" to 6’ (Between waist and head) Greater than 6’ (Over your head)

How high was water in basement?
Was the ductwork, floor insulation, BBI, or subfloor inundated by water in the crawlspace?
Is your home’s roof missing more than quarter of its plywood or sheathing exposing the attic or the inside of your home to the elements?
Delete this?Missing up to 25%?
Have more than a quarter of your home’s exterior walls been removed to the point they are no longer supporting the next upper floor or roof?
Delete this?Up to 25% of exterior walls structurally unsound?
Is more than half of your home’s roof missing shingles or its covering?
Are more than half of your windows missing glass?
Is there damage from wind or rain to more than half of your home’s ceiling requiring replacement?
Is more than a quarter but less than half of your home’s roof missing shingles or its covering?
Are more than a quarter but less than half of your home’s windows missing glass?
Has more than half of your home’s siding been removed or damaged?
Is there damage from wind or rain to more than a quarter but less than half of the home’s ceiling requiring replacement?
Were more than half of the kitchen cabinets damaged by wind or rain?
Is your home’s roof missing at least 10% of its shingles or roof covering, or did the loss of roof covering result in damages to interior of the home that impact your ability to live there?
Are two or more windows missing glass?
Has more than a quarter but less than half of your home’s siding been removed or damaged?
Did a tree or trees fall on your home damaging the home?
Is there damage to more than one room but less than a quarter of the home’s ceilings requiring replacement?
Were a quarter but less than half of your home’s kitchen cabinets damaged by wind or rain?0
Is the boat / vessel currently afloat?
Did the vessel sustain damage to more than a quarter of the hull requiring replacement (replacement, not just repainting)?
Is hull damage between 10 and 25%?
Looking at exterior walls, is the home leaning more than 4”?
Is more than half of your home’s roof frame damaged exposing the attic or the inside of your home to the elements?
Has more than a quarter of the home moved off of its foundation?
Has the home’s foundation or concrete floor incurred cracks that exceed ¾” in width (the width of your thumb)?
Is more than a half of your home’s roof covering damaged?
Are there cracks in exterior walls exceeding a ½” in width (the width of your smallest finger)?
Is more than a quarter of your home’s roof covering damaged?
Has the home’s floor become out of level to the extent the majority of doors no longer close?
Are there cracks to more than half of the interior walls?
Is the furnace or central air conditioner that is located on the inside of your home no longer functional due to the earthquake?
Does your home have a brick or masonry fireplace, or chimney that may have become damaged due to the earthquake?
Was the water heater damaged?0
Was your home engulfed by the fire and now destroyed where only the foundation remains?
Was your home inundated with smoke and or ash, but the structure remains intact?0
0

Read this Last Remote Housing Assessment Script

I will upload this information to FEMA today and you should hear back from FEMA within the next 10 days. You may be contacted by the Small Business Administration (SBA). If you are, FEMA encourages you to complete the application process even if you don’t want a loan. You may be randomly selected for a follow up quality control assessment or a customer service survey.

Do you have any other questions I can answer for you before I go? [Answer Questions] If you think of any other questions, please feel free to call the FEMA Helpline at 1-800-621-3362 (FEMA). Thank you for your time.

Guidance Remote Housing Assessment Script

Assumption:

Remote assessment will be assigned to experienced assessors who are familiar with the intuitive screen-by-screen flow of the ACE assessment software as well as the procedures and guidelines that govern the assessment process. Assessors make phone contact with the applicant and follow the standard protocol they use on field assessments. They begin by verbally confirming the applicant’s name and contact information and proceeding to follow the prompts in the ACE software for things like household members, number of bedrooms occupied, utility outages, and unmet needs. The assessor follows a guided script, asking the applicant questions about the type of home they live in, the foundation, and the degree of damage the home sustained from the disaster. The assessor may ask any off-script clarifying questions as they deem necessary from their experience and from the information the applicant provides and arrives at an overall classification of the degree of damage to the structure of the home. Once the assessor has determined the level of structural damage to real property, the ACE prompts for personal property room furnishings and appliances are addressed using the context of the real property damage as the evidence or lack of evidence.

Assessor Damage Level Procedure:

Record the SINGLE greatest damage level for each reported COD. Dwelling’s containing a basement where flooding rose to the first floor inundating the basement, record both a basement damage level and a first floor damage level. Dwellings with heating/cooling, exterior well, septic system, road/bridges, or landslide damages will include the appropriate line item for these damages. Use the damage classifications below to confirm the appropriate Renter RP damage level.

Procedure and ACE Functionality:

Use the Interview Question MS Excel file to determine the real property level of damage to the home. Only answer those with an orange background. When done with questions, either roll back all answers until the form is blank, or close it without saving and open again for use with next applicant.

Check the comments section before contacting the applicant. If FEMA has confirmed the home is destroyed you will see a comment “GIS_DEST”. To be absolutely sure, verify with the applicant that their home was destroyed. If so, record the appropriate destroyed line items for an owner (residence rebuild, travel trailer replace, or mobile home replace) or select “Destroyed” for a renter in the Habitability Compromised screen. Then proceed with the inspection as normal for addressing personal property.

Conduct the remote assessment with the Registrant, Co-Registrant, or authorized third party.

Use the 9 digit FEMA registration number to confirm the applicant’s identity. Ask the applicant to give you the last four digits to confirm their ID, and provide them with the first four digits to confirm you are a legitimate assessor.

Do not request or accept to receive any electronic documents, photos, or videos from the applicant. Exception for video conferencing when conducting the interview, but do not retain any images.

When the applicant acknowledges their understanding, begin the assessment process following the screens in ACE. Confirm primary residence, the date the damage occurred, addresses and contact information, household composition, bedrooms occupied, insurance coverage, unmet needs, clothing, work and school items, and all other information as you normally would.

Select No for Photo ID Viewed.

For the majority of CONUS located dwellings, FEMA will have verified occupancy and, when applicable, ownership prior to the assessment being issued. When not confirmed by FEMA, assessors are required to attempt to confirm Occupancy/Primary Residency or Home Ownership using any feasible methods within assessment guidance, such as calling a landlord to verify occupancy for a renter or a URL for a tax website for ownership.

Intent to occupy: Do not attempt to prove intent to occupy. Record occupancy as “Not Verified” and comment about the impending relocation.

o Comment: “Offsite Assessment - Intent to occupy” Homeless: Change the applicant to a renter. The Habitability Compromised selection will be No, and limited personal property will be recorded.

Do not record eligible (miscellaneous) purchased items purchased or rented in response to the disaster. If they say they purchased an item, advise them to call the FEMA helpline for more information and keep their receipt as they will need to submit it in the future.

Address personal property as you normally would, using what you have determined about the damage to the home as the evidence to validate (or not validate) all personal property.

For vehicles, if the applicant answers Yes to the first question and No to the second question indicating they have a transportation need, address the year, make and model of all vehicles. Address the level of damage for all vehicles as “not available”. Address vehicle registration and liability insurance based on the applicant’s verbal statements, and address the liability insurance policy viewed as No. If the vehicle is “Not Available” add a comment “Offsite Assessment = Vehicle not available” Use 100 for the size of the home.

Non-traditional housing: Select “Other” for residence type and a descriptive comment. For example: “Offsite Assessment – Tent on bare earth” A habitable home is safe, sanitary and functional. Habitability will be based on the home’s condition immediately following the event for Owners; and at the time of the phone interview for Renters. FEMA has determined that it is reasonable to expect applicants or their landlords to make some repairs of a minor nature without federal assistance. If the assessor determines, after further questioning the applicant of the dwelling’s condition that the disaster caused damages are minimal enough for it to be reasonable to expect them or the landlord to make repairs, DO NOT RECORD A DAMAGE LEVEL or SERVICE CALLS, and select “No” for Habitability Compromised.

Record Real Property line items for owners in the exterior room.

Flooded Crawlspace: When flooding exists in a crawlspace, ask the applicant if flood waters reached the dwelling’s floor insulation, bottom board insulation, ductwork or subflooring. If Yes, record the Damage Level of 1 for the residence type recording a high water location on the first floor of 1”.

o Do not record a damage level merely if the crawlspace received water or when claiming soft floors (releveling)… HWM in Garage and not in dwelling: When flooding type waters enter the garage and not on the first occupied floor, DO NOT record a flood damage level for the first floor unless floor insulation/ductwork is damaged per the Crawlspace guidance. If there is damage to a furnace in the garage, record the HVAC Service Call.

Habitability Special Conditions:

o Forced Relocation: When the applicant indicates they were forced to relocate due to the disaster, attempt to verify this condition with the LL or building manager providing their name and contact information. When unable to verify, retain the FTR situation recording the habitability determination of “Yes”. If the LL is evicting the applicant to occupy the home, add the landlord’s name and phone number in a comment.
o Immediate Threat or Tagged Home: Address the habitability determination as “Yes”. Habitability determination is also “Yes” when the home has been tagged by the local building department as unsafe to occupy due to the disaster.

Address habitability compromised as Yes if you have determined that the real property damage is:

o Forced to relocate / tagged
o Owners - any of the LEVEL line items, any of the service calls, mold remediation or any of the destroyed line items.
o Renters – Major, Moderate, or Destroyed

If HRR= No: Add a comment describing the situation. For example:

o Offsite Assessment – App Reported No Damage
o Offsite Assessment – Personal Property Items
o Address CSA for minimal disaster damage reported by the applicant under eligible purchases in the Losses/Needs tab of ACE.

Address current location based on the applicant’s statement as normal.

Comment Field:

If the applicant is unable/unwilling to provide responses to questions that are critical to completion of the assessment, the assessor will specifically note in comments.
Provide a few brief/short comments describing the damage and the location. Like “app states roof damage to back of house” or “app states tree branch fell on roof damaging shingles.

American Sign Language Interpreter Services: Assessors will conduct interviews requiring the use of sign language interpretive services through the Video Relay Services (VRS).

The following steps will be utilized by assessors to communicate the interview with the applicant through VRS once obtaining the assessment:
1. Assessor calls survivor (number listed in NEMIS), someone other than survivor picks up and indicates that survivor wishes to use their VRS equipment.
2. Assessor obtains number for VRS equipment from the person who picked up
3. Assessor then calls the FRS @ 877-709-5801
4. Assessor provides VRS phone number for the FRS rep to call & connect
5. Engages in the interaction

RP Line Items

Award Package Real Property Line Items - March 26, 2020
Line Item #Line Item Description.UOM
9201Hse/Twn_Wind_Dmg_1EA
9202Hse/Twn_Wind_Dmg_2EA
9203Hse/Twn_Wind_Dmg_3EA
9204Hse/Twn_Wind_Dmg_4EA
9205Hse/Twn_Wind_Dmg_5EA
9206Con/Apt_Wind_Dmg_1EA
9207Con/Apt_Wind_Dmg_2EA
9208Con/Apt_Wind_Dmg_3EA
9209Con/Apt_Wind_Dmg_4EA
9210Con/Apt_Wind_Dmg_5EA
9211MH_Wind_Dmg_1EA
9212MH_Wind_Dmg_2EA
9213MH_Wind_Dmg_3EA
9214MH_Wind_Dmg_4EA
9215MH_Wind_Dmg_5EA
9216TT_Wind_Dmg_1EA
9217TT_Wind_Dmg_2EA
9218TT_Wind_Dmg_3EA
9219TT_Wind_Dmg_4EA
9220TT_Wind_Dmg_5EA
9221Boat_SunkEA
9222Boat_RepairEA
9223Boat_ReplaceEA
9225Unf_Bsmt_Flood_Dmg_1EA
9226Unf_Bsmt_Flood_Dmg_2EA
9227Unf_Bsmt_Flood_Dmg_3EA
9228Unf_Bsmt_Flood_Dmg_4EA
9229Unf_Bsmt_Flood_Dmg_5EA
9230Fin_Bsmt_Flood_Dmg_1EA
9231Fin_Bsmt_Flood_Dmg_2EA
9232Fin_Bsmt_Flood_Dmg_3EA
9233Fin_Bsmt_Flood_Dmg_4EA
9234Fin_Bsmt_Flood_Dmg_5EA
9235Hse/Twn_Flood_Dmg_1EA
9236Hse/Twn_Flood_Dmg_2EA
9237Hse/Twn_Flood_Dmg_3EA
9238Hse/Twn_Flood_Dmg_4EA
9239Hse/Twn_Flood_Dmg_5EA
9240Con/Apt_Flood_Dmg_1EA
9241Con/Apt_Flood_Dmg_2EA
9242Con/Apt_Flood_Dmg_3EA
9243Con/Apt_Flood_Dmg_4EA
9244Con/Apt_Flood_Dmg_5EA
9245MH_Flood_Dmg_1EA
9246MH_Flood_Dmg_2EA
9247MH_Flood_Dmg_3EA
9248MH_Flood_Dmg_4EA
9249MH_Flood_Dmg_5EA
9250TT_Flood_Dmg_1EA
9251TT_Flood_Dmg_2EA
9252TT_Flood_Dmg_3EA
9253TT_Flood_Dmg_4EA
9254TT_Flood_Dmg_5EA
9260Hse/Twn_EQ_Dmg_1EA
9261Hse/Twn_EQ_Dmg_2EA
9262Hse/Twn_EQ_Dmg_3EA
9263Hse/Twn_EQ_Dmg_4EA
9264Hse/Twn_EQ_Dmg_5EA
9265Con/Apt_EQ_Dmg_1EA
9266Con/Apt_EQ_Dmg_2EA
9267Con/Apt_EQ_Dmg_3EA
9268Con/Apt_EQ_Dmg_4EA
9269Con/Apt_EQ_Dmg_5EA
9270MH_EQ_Dmg_1EA
9271MH_EQ_Dmg_2EA
9272MH_EQ_Dmg_3EA
9273MH_EQ_Dmg_4EA
9274MH_EQ_Dmg_5EA
9275TT_EQ_Dmg_1EA
9276TT_EQ_Dmg_2EA
9277TT_EQ_Dmg_3EA
9278TT_EQ_Dmg_4EA
9279TT_EQ_Dmg_5EA
9290Ext. HVAC Service CallEACH
9291Well Service CallEACH
9292Septic System Service CallEACH
9293Retaining Wall Service CallEACH
9294ADA Ramp RepairEACH
Existing LI's
5533Renter - DestroyedEACH
5532Renter - Major DamageEACH
5530Renter - Moderate DamageEACH
6600Service Call - BoatEACH
6700SF Service CallEACH
7100MF Service CallEACH
6391Residence, RebuildEACH
6980Mobile Home, ReplaceEACH
6981Travel Trailer, ReplaceEACH

Sheet1

Having a little trouble recording a damage level for the basement and the upper floor due to flood. Granted this should not happen often and hopefully the user will be cognizant of this situation, but there’s no mechanism to display damages for both areas. If the logic is too extreme, we’ll need to put a footnote to first verify the basement damage level, then the upper floor.
This stated, is there a way to display the appropriate line item to enter for a finished or unfinished basement? If not, may wish to display in the upper “green” field a “Basement Finish Level”. We’ll need to instruct users to combine this field with the damage level. This all stated if it is too cumbersome to provide a unique basement damage level output.
Line Item #Line Item Descrip.UOMImport
9225Unf_Bsmt_Flood_Dmg_1EA$ 577.24
9226Unf_Bsmt_Flood_Dmg_2EA$ 1,163.52
9227Unf_Bsmt_Flood_Dmg_3EA$ 4,493.65
9228Unf_Bsmt_Flood_Dmg_4EA$ 8,033.38
9229Unf_Bsmt_Flood_Dmg_5EA$ 16,873.72
9230Fin_Bsmt_Flood_Dmg_1EA$ 1,061.00
9231Fin_Bsmt_Flood_Dmg_2EA$ 3,922.80
9232Fin_Bsmt_Flood_Dmg_3EA$ 9,349.74
9233Fin_Bsmt_Flood_Dmg_4EA$ 15,017.19
9234Fin_Bsmt_Flood_Dmg_5EA$ 25,686.32

Matrix

Flood Damage
Select the Damage Level containing matching the HWM location
FoundationStructural SituationDamage Level 1Damage Level 2Damage Level 3Damage Level 4Damage Level 5Destroyed
SlabHWM on the first occupied floor< 3"3" to 2'>2' to 4'>4' to 6'> 6'Flood waters reach the first Occupied Floor's Ceiling, OR a complete failure of two or more major structural components such as the collapsing of basement walls/foundation, load-bearing walls, or roof assembly. The dwelling has been affected to the point where only the foundation remains (ex. flood waters removed and smashed the entirety of the above grade structure). Or the dwelling is in imminent threat of collapse because of disaster-related damages such as impending landslide/mudslide or sinkhole.
CrawlspaceHWM on the first occupied floor< 3" or saturating MH BBI or Floor Insulation3" to 2'>2' to 4'>4' to 6'> 6'
BasementHWM on the Basement Floor< 3"3" to 2'2' to 4'> 4'>4' with Foundation Wall Damages. Or when waters reach the first floor filling the basement.

Data

NA
GarageOccupied Floor Not Affected< 3 Inches1
YesSlabCrawlspace1Basement23 Inches to 2'2
NoCrawlspaceBasement21st3> 2' to 4'3
Basement1st32nd4> 4' to 6'4
1st2nd43rd or Higher5> 6'5
2nd3rd or Higher5
3rd or HigherAttic6
AtticOver Roof7
Over Roof8
House-Single/Duplex
FloodTownhouse
Wind / RainSlabCondominium
EarthquakeCrawlspaceApartment
FireBasementMobile Home
OtherTravel Trailer
Assisted Living Facility
Dorm
Correctional Facility
OwnMilitary Housing
RentBoat
Other
Crawlspace
Other

Service Calls

FloodWindFireEarthquake
Is home in an immediate threat of a landslide or mudslide?YesNoNoYes
Was an accessibility ramp damaged?YesYesYesYes
Exterior HVACYesYesYesYes
WellYesYesYesYes
Septic SystemYesNoYesYes
Were there damages to your home’s driveway or personally owned road requiring repairs or debris removal to make it passable?YesYesNoYes

File details come from the government source that posted it. Updated .