Appliance Process for SAM Areas Scoping, Ordering, & Confirming Delivery 2 1 Fannie Mae Sales Representative approves scope. Agent scopes repairs. Scope Repairs task Review Scope Repairs task  Agent selects Service Type of Replace for appliances. 4 SAM/ Non SAM Assignment 3 Agent distributes bid for appliance(s). SAM Contractor submits bid(s). Distribute Repair Bids task Complete Repair order  Accept/Reject Repair List deliverable This task will trigger in a SAM area because appliances take a non-SAM path in Equator. Agent separates appliances from other nonSAM items by assigning a different RFQ. SAM contractor sees that Appliance Labor is requested, prompting messaging in next step. 5 Approved Scope SAM Contractor and Agent message each other in Equator. It is the agent’s responsibility to select color & upgrade, NOT the SAM Contractor. Equator Messaging SAM Contractor messages the agent via Equator to inform them they are the SAM contractor performing repairs. Agent sends the SAM Contractor the Appliance Order Form with the appliance(s) to be replaced, along with color and/or grade (standard or upgrade) selected for each. SAM Contractor receives the Appliance Order Form and adds the correct size/model numbers and fuel type. The SAM Contractor sends the completed Fannie Mae Appliance Order form to the agent within three days via Equator. 6 Agent provides repair bids. All Bids Received 7 8 Agent reviews bids/makes recommendations. Review Repair Mod (Agent) task Agent uploads completed Appliance Order Form. Agent follows process in Job Aid to provide appliance information. 10 11 SAM Contractor messages agent. Equator Messaging Review Repair Bids/ Approve Repair Bids tasks Approved Bids Provide Repair Bids task Fannie Mae reviews bids. 9 SAM Contractor places order & takes delivery of appliances. Process outside of Equator Agent reviews all bids and 1093s for accuracy . Begin Repairs task SAM Contractor sends the agent the bill of lading OR a screenshot from the delivery tracking web site is obtained. 12 Agent confirms delivery. Appliance Delivery Confirmation task Agent selects “Yes” to indicate appliances were delivered. The Repair Invoice Amount MUST match the totals on the Appliance Order Form and the total on the approved 1093 to Whirlpool. If these totals do not match, the agent STOPS and contacts the Sales Representative for direction. Agent uploads proof of delivery (the Whirlpool bill of lading or the screen shot from the delivery tracking web site) and completes the task. © 2014 Fannie Mae. Trademarks of Fannie Mae. Confidential 9/3/2014 Appliance Process for Non-SAM Areas Scoping, Ordering, & Confirming Delivery 2 1 Fannie Mae Sales Representative approves scope. Agent scopes repairs. Scope Repairs task Approved Scope Review Scope Repairs task  Agent selects Service Type of Replace for appliances. SAM/ Non SAM Assignment 4 3 Agent completes Appliance Order Form, selecting appropriate color, grade, size, and fuel type. Agent distributes bid for appliance(s). Distribute Repair Bids task Agent separates appliances from other nonSAM items by assigning a different RFQ. 5 Agent provides repair bids. All Bids Received Provide Repair Bids task Agent reviews bids/makes recommendations. Review Repair Mod (Agent) task 9 Fannie Mae reviews bids. Review Repair Bids/ Approve Repair Bids tasks Approved Bids Agent uploads completed Appliance Order Form. Agent follows process in Job Aid to provide appliance information. 7 6 8 Agent obtains proof of delivery. Agent reviews all bids and 1093s for accuracy and places order. Process outside of Equator Agent scans bill of lading OR takes a screen shot from the delivery tracking web site. Agent follows instructions in Quick Reference Guide to access the delivery tracking web site. Begin Repairs task 10 Agent confirms delivery. Appliance Delivery Confirmation task Agent selects “Yes” to indicate appliances were delivered. The Repair Invoice Amount MUST match the totals on the Appliance Order Form and the total on the approved 1093 to Whirlpool. If these totals do not match, the agent STOPS and contacts the Sales Representative for direction. Agent uploads the Whirlpool Bill of Lading or the screen shot from the Track Delivery site and completes the task. © 2014 Fannie Mae. Trademarks of Fannie Mae. Confidential 9/3/2014