Initial Certification

This task is used to process an initial certification for a household. The initial certification type is used for HUD when you are assigning subsidy to someone who did not formerly have it.

Prerequisites:

• The Initial Certification task will not be available if the Terminate Assistance task is available.  The Initial Certification is not available in this case to prevent an IC certification from being created when the household is already receiving assistance.

• • If a TR (Termination) certification is created and then an IC (Initial) certification is created, you cannot then delete the TR (Termination) certification on the Household Detail > Transaction tab using the Delete Transaction task.  The IC (Initial) Certification must be deleted first.  Basically, you cannot have an IC without a TR.

How do you get here?

Household Detail General Tab Tasks Initial Certification

To Process an Initial Certification:

Step 1 - Process Income, Assets & Exp. Create Certification

1. Edit any household member information if necessary.  Fields marked with * are required.  For detailed information on how to do this click here: Household Members

2. Click Next.

3. Update the asset, income, and expense information as necessary.  For detailed information on how to do this click here: Income and Expense.

4. Click Next.

5. Update any of the certification information as necessary.  For detailed information on how to do this click here:  Create Certification

6. Click Next.

7. Select any available documents you want to print by checking 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 "Initial Certification: Update Income & Expense; Create Certification" Document Group (System Administration > Maintain Documents - Maintain Document Groups) will be included in the list of available documents.

8. 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.

9. Click Finished.

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

Step 2 - Enter Signed Dates for Certification

1. Owner Signed Date: Enter the date.

2. Tenant Signed Date: Enter the date.  If the tenant was unable to sign check the box.

3. Click Next.

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

If it 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.

If it passed click Close.

4. • If another prior unsigned certification exists, you will not be able to complete the confirm step.  You will need to take care of the prior unsigned certification before being able to sign this one.  This will prevent household certifications from being confirmed out of order.

5. Select any available documents you want to print by checking 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 "Initial Certification: Enter Signed Dates of Certification" Document Group (System Administration > Maintain Documents - Maintain Document Groups) will be included in the list of available documents

6. 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.

6. Click Finished.

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