Setting Up Automatic FSS Updates in TAR

After setting up the necessary FSS information in Tenant Accounts Receivable (TAR), you must then set up the ability to update that FSS information in TAR with information entered/changed in Occupancy and Rent Calculation (ORC). For more information on setting up FSS in TAR, See "Setting Up FSS (S8)".

Setting up automatic FSS updating in TAR involves 3 main steps:

Set up default TAR tracking information.

Set up tenant accounts receivable (AR) account and FSS account information.

Set policy to update/not update TAR with FSS information.

Note: It is recommended to set up both PH and S8 FSS information at the same time even if your HA does not participate in both programs. This ensures that if you ever do begin the FSS program, it is already set up and ready.

The following steps must be completed for each PH and Section 8 data area that will be handling FSS participants.

Access ORC Setup

Access the ORC program and select the appropriate data area.

From the Main Menu screen, click SETUP. The Setup screen appears with the Default Settings tab selected.

Set Up Default TAR Updating Info

Most information on this screen has been previously set up in TAR and only needs to be selected and saved. For more information, See "Setting Up FSS (S8)".

Click

and select “FSS Setup” from the menu that appears. The Maintain FSS Setup screen opens.

Click

on the toolbar to make the screen available for entry.

Select “FSS Escrow” as the default FSS account, “FSS” as the FSS development, and “FSS escrow” as the default payment type (used for payments posted from Section 8).

Set Up Info That Appears in AR Account and FSS Account

Select the escrow credit transaction type (used on the AR account for posting the FSS credit - PH only), and then enter the escrow credit description (such as “FSS escrow credit” - this is the transaction description of the AR account), and transaction description (such as “FSS escrow due” - this is the receivable transaction description on the FSS account).

Click

to save your changes.

Update TAR With FSS Info?

Click

to return to the Default Settings tab, click

again, and select “Maintain Policies.” The Browse Policies screen opens with all program policies displayed in a table.

Double-click on the policy with a code of “FssToTAR,” and the following description: “Update/Track the FSS account information in Tenant Accounts Receivable.” (This policy updates TAR during check processing for Section 8, and after certification finalization for PH.) The Maintain Policies screen appears.

10.

Select “True” as the value to activate automatic tracking/updating of FSS account information in TAR. Or, select “False” to NOT automatically track/update FSS account information in TAR.

Note: This policy will NOT be available unless FSS setup is complete in TAR!

11.

Click OK to apply your changes. You have successfully set up FSS updating in TAR! You can now proceed with setting up FSS participants. See "Setting Up FSS Participants"