Training Acknowledgement Form

Did you recently complete a training course online or in-person?

Complete the Training Acknowledgment below to certify your completion.

Training Acknowledgement

Training Date

Your Name

Community Name

Direct Supervisor's Name

Solari E-mail Address

Which training did you attend?

Leveling Up Site Performance: Properly completing forms, collecting backup documentation, conducting document collection interviews, Tax Return and 4506-T requirements, RAA Workbook, perform applicant interviews, Yardi move-in and move-outs, completing the SODA process, obtaining third-party verifications, and the screening process reminders.

EIV In Action: I certify that I attended the EIV training and received guidance on running key reports, resolving errors, and maintaining proper documentation. I understand the importance of privacy compliance. I understand the importance of documenting findings with clear notes that include the issue, steps taken, and final resolution.

META Development Series: Following form instructions, Reviewing Bank Statements, Tax return & 4506-Ts use, RAA Workbook, Proper Applicant Interviewing, Yardi move-in/move-out process, Third-party verification review, Understanding Manager vs. Compliance Roles, Yardi Audit Session, and discontinued use of John Stewart forms.

Trakstar Training (Completing Self Evaluation): How To Complete Evaluation, How To Access The Instructional Video, Deadline For Completing The Self-Evaluation, How To Leave Appropriate Comments, When Comments Are Required (For “Not Effective” Or “Exceptional” Ratings), Using Professional Factual Language (Not Opinions), How To Access Past (Archived) Evaluations, Who Completes 2025 Evaulations.

Yardi Workshop: * Move-Ins in Yardi, Move-Outs in Yardi , Accessing and Reading Ledgers , Yardi Pop-Up Blocker and Cookie Settings, Waiting List Management- Sending Out Update Letters/Removing Inactive Applicants , Unit Transfers in Yardi-Completed by Compliance , Documenting Resident and Applicant Accounts , Running Recertification Report , Receipt Batches, How to Add a Charge

Navigating the Updated RAA Workbook: I have been educated on the material covered in this session. Topics included the RAA process, proper file naming, accurately completing all parts of the RAA Workbook, and understanding new features such as the How-To & Resources and Average Calculator tabs. I completed the hands-on activity and submitted a test workbook for review.

Mastering Electronic Unit Inspections: I have been educated on the material covered in the Mastering Electronic Unit Inspections session. Topics included inspection requirements, proper photo documentation, file naming best practices, use of the self-printing portal, and inspection timelines. I have been provided access to the presentation and related SOP for future reference.

Mastering Recertifications: Importance of annual recertifications, the 190-Day Timeline, the six-step AR process, packet preparation, scheduling interviews, notice tracking in Yardi, completing TICs and HUD-50059s, interim recertification requirements, gross rent changes, common AR errors, and best practices for compliance and documentation.

Solari Core: Intro to PM. I was educated on all material within the Solari Core training presentation. I have been provided access to this presentation for future reference.

Solari Specialist: Tax Credit. I was educated on all material within the Solar Specialist TC presentation. I have been provided access to this presentation for future reference.

Solari Specialist (RAA Workbook Focused): I was educated on the following topics: The RAA Process, Properly Downloading the Workbook, Completing the Workbook, Saving the Workbook & Back-Up Docs, Submission Error Codes, Setting Print Areas, and Properly Compiling an Approved File with Components of the RAA Workbook, Accessing The Presentation for Future Reference

Solari Specialist: Project Based Section 8.I was educated on all material within the Solar Specialist S8 presentation. I have been provided accessing to this presentation for future reference.

MOR Training. I was educated on all material within the MOR Training presentation. I have been provided access to this presentation for future reference.

EIV Training. I was educated on all material within the EIV training presentation. I have been provided access to this presentation for future reference.

Savvy Sender.I was educated on the following topics: 5 Types of Digital Correspondence, The Importance of Digital Correspondence, Required Components of an Email, Maintaining Email Thread Consistency, Formatting Emails Correctly, Reply All 101, When to Utilize Email, Utilizing CC & BCC Effectively, Scheduling Follow-ups, Email Response Timeline, The Flaming Message, Chat & Virtual Meeting Protocol

Solari Organizational Chart & Conflict Resolution Training.I was educated on the following topics: Solari Organizational Structure, Purpose of Organizational Structure, Organizational Chart Overview, The Role of an Org Chart in Conflict Resolution, Conflict Resolution Procedure, Conflict Resolution Procedure Exceptions (When to Contact HR First), Communication Template.

Ironwood Portfolio Development Series: RAA Process, Application Process Changes, Screening for Live-In Aides, Verification Methods, Required Stamps & Stamp Usage, ADA Process, Document Collection Interviews, RAA WorkbookCompletion, VOE vs The Work Number, Recertification Timeline, Processing Recert in Yardi, Recert Notices, Recertification Packet Preparation, File Order, HCA, File Purging

RFTA Processing Meeting: I acknowledge that I have received and reviewed the SOP outlining the updated RFTA/HAP Contract upload procedure, including the required steps, documentation, and approval process. I understand the importance of submitting complete and accurate packets and will follow the outlined protocol when requesting authorized signatures.

Acknowledgment 1

I have been provided access to all training materials and feel adequately set up for success. I recognize that training is an ongoing process and commit to completing refresher and follow-up courses when needed in order to further excel in my career.

Acknowledgement 2

I agree to abide by the principles and protocols that were explained in this training. I understand that if I have any questions about the training, materials presented or information not addressed in the training, or if I encounter any problems, it is my responsibility to seek clarification from my direct supervisor and/or the designated department.

Name & Title

Sign to Certify Training & Accept Acknowlwedgments

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