Manage
Vacancies Tab 
Tasks
Create Move-In/Transfer
Certification
This task will certify your Move-In or Transfer. In this task you will add the income, expense, and asset information that was verified by third parties. This information will be used to create the Move-In or Transfer certification form and determine the subsidy amount for subsidized programs. You will generate your Move-In or Transfer packet at the end of this wizard with all of the information you need the tenant to have at a lease signing appointment.
You must schedule the Move-In or Transfer before you can certify it. You must have all income, asset, and expense information ready.
If you have set Resident Screening as Required at Certify on the Community Detail > Program Groups tab for the community/funding program group the household is to be moved into, you will receive an error stating that resident screening is required and is not yet complete for the selected household and you will not be able to complete the task until Resident Screening has been completed.
Occupancy and Compliance Detail Manage
Vacancies Tab Tasks
Create Move-In/Transfer
Certification
or
Household Detail
General Tab Tasks Create Move-In/Transfer
Certification
The first tab in the wizard
is the member tab. Here you will add all of the required information
for each household member. The fields that are required will be marked
with a small red asterisk and they are based on the funding program.
Start by entering all of the information you
wish to record for the first member in the list. Save
your changes and then select the next member in the list. As you update
each member the small circle before each name will turn green showing
they have been confirmed.
When you have updated all members click Next.
The second tab in the wizard is the income and expense tab. Here you will add each of the verified income, asset, and expense entries. For detailed information regarding income and expenses click here: Income and Expense.
If you add more income to the household during this task and it causes the household to move into a different layer, you will receive a warning in the rent description for the increase in income. If a required override is not given, the task will fail and you will need to use an override or reschedule the move-in.
After you have added all income, asset, and expense information that was verified click Next.
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.
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.
Default Amounts added to the new charge type will populate the Amount field when these charge types are selected.
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.
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 not have a 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.
Click Next
Create the certification form. For detailed information regarding creating a certification click here: Create Certification.
When the Create Certification steps are accessed from Certify Move-In, you can enter the Lease Expiration date for the household. This is optional for all funding programs except conventional and commercial properties.
Click Next.
You will get a status box letting you know if this action has passed or failed. If it has passed, close the box. If it has failed you may need to make a correction or contact Bostonpost Client Support at myMRI or contact a Client Support Analyst directly at (877) 579-8896 for assistance.
The last tab in the wizard
is to print the move in paperwork. You can select which documents
you would like by placing a check in the box 
and specify the number of copies. You can preview or edit the documents
in Microsoft Word by clicking the preview icon next to the document.
When a Funding Program Group has multiple Funding Programs, all with Tax Credit Rules Apply, but have different layers which results in different income limits, rent restrictions, etc., you will be able to print the TIC forms from each of these Funding Programs.
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