Create Certification

This is the fourth step in the Annual or Scheduled Recertification process.  In this step you will enter the verified financial information provided to you by the tenant and/or by their references, for the recertification.

Forms available to be printed with this task are assigned to the Annual Recertification: Annual Package Document Group at System Administration > Maintain Documents - Maintain Document Groups.

How do you get here?

Occupancy and Compliance Detail Annual Recertification Tab Tasks Create Certification

Prerequisites to complete task correctly.

• Tenant Verification Forms have been received or marked as unable to be received.

• Households that have incomplete/unsigned certifications (i.e. - move-in, unit transfer, interim certification, gross rent change, etc. - certs that the new Annual Recertification will be dependent on) on their Household Detail > Transactions tab will show in Annual Recertification Process Certify step, but you will not be able to Certify the AR until the prior certification has been completed or deleted.

To Create the Certification:

1. The first tab will display the Approval History associated with this household. All information is for reference only and cannot be edited.

2. Click Next.

3. This tab displays the effective date of the certification.  The date is not modifiable since changing the effective date would change the nature of the certification.

4. Click Next.

5. References (Household Detail - References)

   • Add or delete Personal and Business References, as well as maintain existing references.

6. Click Next.

7. Attach Documents

8. Click Next.

9. Household Members (Household Detail - Members)

   • This is only used to make changes to existing members and adding/editing/deleting expected family additions.

10. Click Next.

11. Income and Expenses (Household Detail - Income and Expenses)

    • Add the new verified income, asset, and expense information for the household.

12. Click Next to go through the Income and Expense tabs (Create Worksheet, Edit Worksheet & Summary).

13. Recurring Charges -  Charge types that have the "TIC Non-Optional Charges" (System Administration > Accounting Setup – Charge Type Setup) used in a Scheduled Item for a household in a Tax Credit (LIHTC) Funding Program, that Scheduled Item is a Non-Optional Charge which will be included when calculating the Gross Rent amount to be charged that household (maximum net rent a tenant can pay) and to have these Non-Optional Charges displayed on the TIC form.

    • TIC Non-Optional Charges will be available to add as scheduled items to the selected household.

14. Click Next.

15. Create Certification (Household Detail - Create Certification)

    • Update funding program specific details

    • Override Rents if allowed

16. Click Next

17. Click the Add link to add the necessary Recurring Charges for this household.  Select the type for the recurring charge and the Payment Amount.  Click Add again to add more recurring charges.  For existing recurring charges, you can select the Remove checkbox to remove them.

    • Only charge types that have the "Display on Move-In/Renewal" parameter selected at System Administration > Accounting Setup - Charge Type Setup using the Insert Charge Type and Maintain Charge Type tasks or customized at Accounting Detail > Account Maintenance using the Customize Charge Type and Maintain Customized Charge Type tasks will be included in the List of Types to be selected from.

    • When this task has been finished, recurring charges/scheduled items will be created on the Household’s Household Detail > Accounting > Receivables tab effective as of the same date as the certification you are working.  Changing the amount of an existing Recurring Charge will mature the existing Scheduled Item and replace it with a new Scheduled Item as of the effective date of the certification.  Removing a Recurring Charge will mature the existing Scheduled Item as of the day before the effective date of the certification.  All balance schedules created through this Recurring Charge step will have not maturity date and will be set with a frequency of Monthly.

    •  Any scheduled items created in these tasks can be maintained directly using the Maintain Selected Scheduled Receivable task on the Household Detail > Accounting > Receivables tab.

18. Click Next

19. An Overall Status window will pop up with a Passed or Failed message.

    • If you are unable to identify and correct the reason or reasons for failure, copy the failed message into an email and contact Bostonpost Client Support at myMRI or contact a Client Support Analyst directly at (877) 579-8896 for assistance.

20. If the Overall Status passed, click Close.

21. 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 Recertification: Annual Package" Document Group (System Administration > Maintain Documents - Maintain Document Groups) will be included in the list of available documents.

22. 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.

23. Enter Additional Information as needed by any of the selected documents.  I.e. - Send Date and Return Date.

24. Click Finished to print the documents you selected.

25. A pop-up will appear stating "You have successfully certified this household."  Click OK

Frequently Asked Questions:

Why am I not seeing an allowance for the elderly family deduction?