Non-Financial/Self Cert Tab Tasks Send Notice
This is the first step in the Annual Non-Financial Process. In this step you will print the Notice and log that this notice has been sent.
Sending out the notice will result in the household moving to the next step in the process.
The list of households will include every household where their next recertification date is within the days range as specified for 1st Notices on the Community Detail > Program Info Tab and who have not already been sent the notice.
Households are only available to the skip task when the setting under Community Detail - Program Info for the Funding Program Group that this household is in is set to allow skipping.
Occupancy and Compliance Detail Non-Financial/Self Cert Tab Tasks Send Notice
Enter the Notice Send Date. This is the date you intend to mail the 1st Notice.
Use the Show drop down list to filter the list of households by the Type of Information Update they need: Tax Credit Self Certification, PHA Flat Rent and HUD Market Renter
You can also click on the Type column to sort the households by the Types Tax Credit Self Certification, PHA Flat Rent and HUD Market Renter.
Select one or more or all households. You can select to include or exclude Voucher Holders from the list
Click Next.
Select the available forms you want to print by clicking the box next to the document name.
You can also use the Select All and Deselect All links to help in making your selections.
Documents included in the "Annual Financial Update: Send Notice" Document Group (System Administration > Maintain Documents - Maintain Document Groups) will be included in the list of available documents.
Specify the number of copies you want for each document.
You can preview many of the documents in Microsoft Word, make changes, and print them within Microsoft Word by clicking the preview icon.
A new document groups
For Tax Credit Self Certification TICs, you can print a blank form when added to the Annual Non-Financial Update: Send Notice Document Group at System Administration > Maintain Documents.
Click Finished to print the notice and any other documents you selected.
A pop-up will appear stating "You have successfully created the questionnaire for this household." Click OK.
Two document groups are available called ”Annual Non-Financial Update: Send Notice” and ”Annual Non-Financial Update: Update Non-Financial Information”.
