Section 8 Process Online Training Center

This Training Center is meant to provide guidance on the major Section 8 processes accomplished in Tenmast WinTen² Section 8 programs, including reporting and integration with other Tenmast programs.

Application to Move In

1. Enter applicant's basic information. See "Adding Applicants to Applicant List(s)"
2. Enter application details. See "Enter Application Details"
3. Process waiting list. See "Processing Waiting Lists"
4. Send group briefing letter to a batch of tenants. See "Generating a Batch of Form Letters"
5. Issue and print the voucher. See "Issue Voucher to Applicant"
6. Conduct the group briefing (printed voucher, blank RFTA, packet).
7. Tenant returns the completed RFTA.
8. Add unit in Section 8 Tenant & Landlord, if necessary. See "Adding New Section 8 Housing Units"
9. Add landlord in Section 8 Tenant & Landlord, if necessary. See "Adding Landlords"
10. Complete a Rent Reasonable comparison (if housing does this function). See "Adding New Comparisons"
11. Schedule and complete inspection of the new unit. See "Scheduling Inspections for Vacant Section 8 Units"
12. House applicant who is now a tenant (tenant record is sent to ORC program).See "House Applicant" 
13. Create Move In certification. See "Create New Admission Certification"
14. Perform Move In certification steps.
15. Finalize Move In certification. See "Finalize New Admission Certification"

 What happens in ORC after certification finalization:

What happens in Section 8 T & L after certification finalization:

Other Voucher Processes

1. Void a voucher for applicant who didn’t show up for the briefing.
2. Extend the voucher for applicant who needs more time.
3. Expire a voucher for applicant who couldn’t find a unit.
4. Remove applicant from waiting list (depending on policy). Note: You cannot remove applicants from a waiting list if they have an open voucher.

If Applicant is Ineligible

1. Enter applicant's basic information. See "Adding Applicants to Applicant List(s)"
2. Choose reason for ineligibility. See "Marking Applicants as Ineligible"
3. Enter note for information on background check.
4. Remove applicant from waiting list for which they are ineligible.

Applicant List Reports

See "Applicant List Reports"

1. Applicant Ranking Report – Alpha Order – Can update ranking. See "Applicant Ranking Report"
2. Applicant Waiting List – Ranking order. See "Applicant Waiting List"
3. Voucher Issuance/Expiration Report. See "Voucher Issuance/Expiration Report"
4. Statistics tab – Select one or two. See "Statistics Tab"

Miscellaneous Applicant List Processes

1. Change bedroom sizes on applicant.
2. Reinstate an inactive applicant. See "Adding Inactive Applicants to New Waiting Lists"
3. Display status of waiting list from List Applied For tab. See "Calculate Waiting List Ranking"
4. Review of additional tabs on Maintain Applicant screen.
5. Add to a second waiting list (if policy allows).
6. Search for applicant/tenant on Browse Applicants screen.
7. Add notes to applicant record.

Placing Certifications On Hold

1. Place certification "on hold," if necessary. See "Placing Certifications "On Hold""

Interim Certifications

See "Processing Section 8 Interim Certifications"

1. Complete appropriate steps.
2. Update as needed.
3. Finalize certification. See "Finalize Interim Certification"

Annual Certifications

See "Processing Section 8 Annual Certifications"

1. Create a batch of certifications. See "Adding a Batch of Certifications"
2. Create a batch of form letters. See "Generating a Batch of Form Letters"
3. Finalize 2 certifications.

Pending Certifications

Transfer Certifications

See "Processing Section 8 Unit Transfers"

1. Create the certification.
2. Finalize the certification. See "Finalize Certification"

Move Out Certifications

See "Completing Section 8 Move Outs (EOP)"

1. Create the certification.
2. Finalize the certification. See "Finalize EOP Certification"
3. Mark tenant for deletion in Section 8 Tenant & Landlord (stops HAP). See "Mark Tenant for Deletion at End of Month"

Tenant Ports into HA

Tenant Ports Out to Another HA

Special ORC Functions

1. FSS tracking. See "Setting Up FSS (S8)"; See "Setting Up Automatic FSS Updates in TAR"; See "Setting Up FSS Participants"
2. FSS and community service reports. See "Tenants Tab"

ORC Reports

See "Occupancy and Rent Calculation Reports"

1. Directory Listing. See "Directory Listing"
2. Reexam Listing. See "Re-exam Listing"
3. Assistance Payment Report. See "Assistance Payment"
4. Zero Income Report. See "Zero Income"
5. Tenant Statistics. See "Tenant Statistics"
6. Move In/Move Out. See "Move In/Move Out"

Overpayment of a Landlord

1. Void the check, and re-write (or not).
2. Get a personal check back from the landlord.
3. Reduce future payments by adding adjustment.

Miscellaneous Tenant Processes

1. Tenant looks for a new unit: while in existing unit or leaves existing unit.
2. Tenant repayments (can also do this in Tenant Accounts Receivable).
3. Other buttons and functions.

Miscellaneous Landlord Processes

Month End Process

1. Balance changes for next month.
2. Set up next month’s checks.
3. Write Section 8 checks.

Review VMS for Prior Month

1. Where did the counts come from?
2. Where did the amount come from?
3. Other VMS features: Hard to House, General Ledger account activity.

Section 8 Reports

See "Section 8 Tenant and Landlord Reports"

1. Tenant Count Report. See "Tenant Count Report"
2. Tenants Searching for Unit. See "Tenants Searching for a Unit"
3. Tenants with Expiring Contracts. See "Tenants with Expiring Contracts"
4. Complete Tenant Totals Report. See "Complete Tenant Totals Report"
5. Zero HAP Report. See "Zero HAP Report"
6. Check Register. See "Section 8 Check Register (Full Detail)"
7. Portability reports. See "Portability Tab"

Form Letter Review

1. Create new form letter using Cut and Paste.
2. Create new form letter without using Cut and Paste.
3. Print individual form letter. See "Generating Individual Form Letters"
4. Print a batch of form letters. See "Generating a Batch of Form Letters"

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