Portfolio Briefing
Cedar Creek Housing AuthoritySep 10, 2026
What changed, what needs attention, who is responsible, what decision is needed, and what happens next. A 60–90 second read — not a dashboard and not the Board Report.
Signature
What changed since your last briefing?
Dated records from Sep 3, 2026 through Sep 10, 2026 · sample last briefing (not a live login).
- Broker submissions
- 1
- Items awaiting owner verification
- 1
- Commitments became overdue
- 0
- Commitments completed
- 1
- New quotes
- 0
- Claim changes
- 1
- Mitigation changes
- 0
- Conversion changes
- 0
Sep 8, 2026 · Claim change
Open claim recorded
Willow Court · Water — plumbing · $18,600 incurred
Sep 7, 2026 · Broker submission
VER-003 submitted
Market strategy memo · Bluegrass Public Entity Insurance
Sep 7, 2026 · Awaiting owner verification
VER-003 awaiting owner review
Market strategy memo
Sep 3, 2026 · Commitment completed
SVC-008 complete
Declinations recorded
Owner decisions required
Verification items — not the risk list
- Review
VER-003 · Market strategy memo
Bluegrass Public Entity Insurance · Sep 7, 2026
Top risk signals
Items management should know
Not the full Watchlist.
Flood structure unresolved for the master renewal: SFHA confirmation pending; NFIP indicated, not confirmed in force; excess none.
plumbing / water · 0% · 3 losses on the book. Status and evidence live on portfolio data readiness.
24 dwellings recorded as unsprinklered. The fact is on the schedule — it is a signal, not missing data.
- medium1 open claim
$18,600 incurred still open on this book.
Stewardship pulse
Commitments on the owner record
4 complete · 5 open · 1 overdue
On time 3 · late 1 · owner attention 5 · evidence 90% · market process 88%
0 blocked by owner — not attributed to partner
Market process
Recorded markets and responses
7 markets considered · 4 approached · 3 not approached
1 quote · 1 decline · 2 awaiting response
What changed this week
No market-process timestamps recorded this week.
Who is keeping the book current?
Broker Assisted · Owner Controlled
Active broker: Bluegrass Public Entity Insurance. 1 awaiting verification.
Next 14 / 30 / 90 days
Renewal and stewardship
Next 14 days
- Sep 14, 2026Owner · Quotes and alternatives — 4 days
- Sep 14, 2026Broker · SVC-010 · Certificate requests current — 4 days
- Sep 16, 2026Broker · SVC-006 · Submissions to approached markets — 6 days
- Sep 19, 2026Shared · SVC-003 · SOV review with owner — 9 days
Next 30 days
- Sep 26, 2026Owner · SVC-007 · Quotes recorded for owner review — 16 days
- Sep 29, 2026Owner · Deductible scenarios — 19 days
Next 90 days
- Oct 14, 2026Owner · Board exhibit prep — 34 days
- Nov 13, 2026Owner · Master renewal file · 92% complete — 64 days
Financial stakes
Decision-relevant dollars only
- open claims$19K incurred on open claims
What happens next
Assigned actions
Owner
Broker
- SVC-004 · Renewal strategy meeting — 11 days overdue
- SVC-006 · Submissions to approached markets — Due in 6 days
PRH
PRH reports the recorded process. The owner evaluates partner performance.