Unscheduled Recertification w/o Verification

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This task is used to process an unscheduled recertification without verification for a household in a USDA funding program. If the Allow Skip Steps option is not selected on the Community Detail > Program Info tab, then this task is not available. If you cannot access this task, you can complete the process for a household on the Occupancy and Compliance Detail > Annual Recertification tab, or use the Unscheduled Recertification task on the Household Detail > General tab, which requires all of the steps from the Annual Recertification process.

Note

The effective date of the resulting certification defaults to the first of the next month.

 

To process an unscheduled recertification without verification for a household in a USDA funding program, follow these steps:

1.         Go to Household Detail > General Tab.

2.         Go to Tasks > Unscheduled Recertification (w/o Verification).

Note

There are two steps in this process.

 

3.         Member Changes, Process Income, Assets & Exp., and Create Certification.

4.         Enter Signed Dates for Certification.

Note

If Approval is Required on the Community Detail > Program Info tab, this step is not available. For USDA, this requires an Annual Recertification, and approval can be performed on the Occupancy and Compliance Detail > Annual Recertification tab.