October 30, 2014

Streamlined PPA, CAPF form, and CRM

Memorandum:

Goals:

1.  To save on forms and time

2. To speed up issuance of PPA

3.  To have better control of documents and database

4.  To make the whole thing about records management no brainer and to employ mere IT encoder or specialist at 3ffb.

What:

As per our conversation yesterday, kindly have the following study made on our forms (PPA).  There will be revision and the record keeping typing will be decentralized with data capture, and central archiving of copies of documents:

OUr benchmark is  SPLP application form and terms and condition, with ID and Certificate of Payment that I showed you.

1.  PPA 

     CRM and health questionnaire in front

     PPA and terms and conditions at the back (in say 8 pts) letter

2. ID issuance (continuous form)

3.   Final payment:

     CO  on top  (with space for Deed of Assignment)

     Deed of Sale at the Bottom

     in one page;  use of continuous form

You are directed to canvass for IT/consultant who will do this for us.

Timeline:    2015 implementation



    Deed of Sale
Jorge US
Holy Gardens Group

Please reply.    CCD 2.27


CONFIDENTIALITY NOTICE/disclaimer:   The information contained herein is strictly confidential in nature and is the property of Holy Gardens Group and intended only for the intended recipient and its  reuse,reprinting or taking action other than the intended party is strictly prohibited. Holy Gardens assume no responsibility liability arising from such unauthorized use.

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