General Tab Tasks Swap Contract
This task is used to swap a household from one contract to another.
The Swap Contract task on an occupied unit now includes the Income & Expense Worksheet step to copy worksheet amounts forward and the Certify step to complete the swap contract.
The Swap Contract task will not let you to pick the same contract that the household is currently in. This will prevent you from creating an unnecessary Enroll in Program certification when there isn’t actually a swap in contract.
The Swap Contract task will include a new step to pick the exchange unit. The task checks to see if there are candidate units in the exchange list. If there are none, the exchange is skipped. Once the user selects the new counted group for the first household/unit the household swap counted group task / unit swap counted group task will display a list of households/units that are counted in the same funding program group the first households will counted in order for the user to swap them out of that program and maintain the specific household/unit count for the funding program.
The Swap Contract task is only available when the selected household is counted as ’Terminated’ in a funding program where HUD Rules apply and there is more than one HUD contract in the Community. This task also will not be available when USDA or PHA rules apply. The task will fail, if you attempt to select a different Contract/BIN for funding programs other than HUD.
The household must be living in a unit and be counted in a contract.
Household Detail General Tab Tasks Swap Contract
Enter the Effective Date of the swap.
Click Next.
Select a Funding Program by checking the box.
Select Contract/BIN from the drop-down list.
Select a Counted Layer from the drop-down list.
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.
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 "Swap Counted Group" 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.
Click Finished.
A pop-up will appear stating that you have successfully swapped the contract. Click OK.
