Funding Program Groups
A Funding Program Group is primarily a tool to organize and manage units with a common rent plan, waitlist, security deposit method, annual recertification rule, and chart of accounts. Funding program groups can be viewed on the Community > Program Info tab Funding Program Group Details.
Criteria for a Funding Program Group
There is at least one Funding Program within the group in which all households/units that are counted in the group participate.
There is one rent plan for each unit class within the group (Community Detail > Rent tab, Rent Plan Schedule).
All units/Funding Programs within the group are managed through a single waitlist (Community Detail > Waitlist tab and Occupancy and Compliance Detail > Waitlist tab).
The security deposit amount (e.g. $500 fixed deposit) is determined in the same way for all units within the group.
The annual recertification schedule (e.g. anniversary of move-in) and notice requirements are the same for all units within the group (Occupancy and Compliance Detail > Annual Recertification tab).
All units within the group use the same chart of accounts for A/R and GL activity (Accounting Detail > Account Maintenance tab).
Optional Funding Programs
In addition to having at least one funding program in which all households/units participate, a Funding Program Group may also include Optional Funding Programs. An Optional Funding Program is a program in which not all units within the group participate. Optional Funding Programs can be non-financial programs (elderly, special needs, homeless), or financial programs (HOME, tax credit, CDBG, etc.). Optional Funding Programs are denoted by a check mark in the Optional column on the Community > Program Info Tab.
Funding Programs with an additional set aside can be added to a Funding Program Group as an Optional Funding Program. The units can all be counted in one Funding Program Group where an individual unit/household can be set to "opt out" of the Optional Funding Program. In the Schedule Move-in/Transfer task at Occupancy & Compliance Detail > Manage Vacancies and at Household Detail > General tab, you will opt out of a Funding Program instead of picking a layer.
Criteria for Optional Funding Programs with a Program Group
An Optional Funding Program may not control the rent plan of the Funding Program Group (i.e. HUD, RD, PHA, rent by layer).
Not all units within the Funding Program Group participate in the Optional Funding Program.
Funding Program Groups and Rent Plans (Community Detail > Rent tab, Rent Plan Info)
Rent Plans are defined by Funding Program Group. If there are multiple Funding Program Groups at a community, there will also be multiple rent plans – one for each group.
Rent Plans not only determine the unit rent, utility allowance, and gross potential of each unit within a Funding Program Group, but they also determine the rules that the software will use in the event of a rent change.
Every unit in a particular Funding Program Group will be governed by the same rent plan and the same rent change rules.
Funding Program Groups and Waitlists (Community Detail > Waitlist tab and Occupancy and Compliance Detail > Waitlist tab)
While waitlist groups may stretch across multiple Funding Program Groups (or even communities), each Funding Program Group is associated with a single waitlist group.
The waitlist will evaluate eligibility for each Funding Program independently.
When scheduling a move-in from the waitlist (Schedule Move-in/Transfer task at Occupancy & Compliance Detail > Manage Vacancies and at Household Detail > General tab), the system will enforce eligibility requirements for all non-optional programs within a Funding Program Group. However, a household need not be eligible for optional funding programs in order to be scheduled to move-in as the option to not participate in the program is available.
Funding Program Groups and Managing Compliance
Despite the name, Funding Program Groups are not really used to manage Funding Program compliance – again, Funding Program Groups primarily organize and manage rent plans and waitlists. Compliance is evaluated, tracked, and managed for each Funding Program independently for both optional and non-optional programs, regardless of Funding Program Group.
You can view the set-aside requirements for each Funding Program at a glance from the Community Detail > Contract Tab.
More detailed requirement information, including pending turnover and next available unit rule, can be viewed from the Statistics link from the Occupancy & Compliance Detail > Manage Vacancies, Community Detail > Waitlist and Occupancy and Compliance Detail > Waitlist tabs.
You can view restricted rents associated with each Funding Program in the Rent Limits section of the Community Detail > Rent tab.
You can view the income limits for each Funding Program through the Income Levels screen on the Occupancy & Compliance Detail > Manage Vacancies, Occupancy and Compliance Detail > Waitlist, Community Detail > Waitlist and Community > Program Info tabs.