To-Do List - Schedule Move-In/Transfer

Select a unit from this To-Do List activity, then select a Waitlist Group, for which the unit is eligible, then select a household and then open the task.

The Schedule Move-In/Transfer data window lists all vacant units as well as units that have a scheduled move out coming up in the future.  Hyperlinks are available to drill down to a community or to a unit.  Click on the following links for more details about Wait Length, Statistics, Income Levels and Income Layer Counts.

Rent 1 and Rent 2 come from the Rent Plan for the Community/Funding Program Group the unit is in (Community Detail > Rent tab).

Schedule Move-In/Transfer Alerts:

The Statistics link displays the compliance layer requirements for the community in context.  Several Unit attributes, which can be seen at the Unit Detail > Compliance / Rent / Transaction tab, impact these statistic calculations.  These attributes include the unit's funding program eligibility, Tax Credit BIN, contract, the unit class and the unit lock status (Maintain Unit Locked Status - dd/mm/yyyy).  The presence or absence of these unit compliance attributes, in conjunction with the waitlist group requirements, create Alerts which help to point you to particular units that best meet the compliance requirements.

The Alert column should help to guide the user to make the right decision on managing the vacancies for a particular community and/or waitlist group (i.e. - choose a unit with a need before selecting a unit without a compliance alert).  For unit and/or waitlist group where it applies, the Alert column will display Compliance Alerts in red text either:

• • Unit List (Schedule Move-In/Transfer)

  • • Next - Applies to Units in a Federal Tax Credit BIN where the Next Available Unit Rule applies.  This is a shortage created by the "140 Over Rule" (Federal Tax Credit Program), such that a household already in this Community/BIN is 140% over the required income limits.  The NEXT move-in scheduled must be a household into a unit that will satisfy this same compliance layer.

    • Need - Below minimum, take this unit ahead of others.  The Alert column will display “Need” when a unit is eligible, counted or locked in a funding program or layer, and one of the waitlist groups it is associated with has requirements for additional units to be filled on the Statistics link.

  • Waitlist Groups for Which the Unit is Eligible

  • • Next - If the unit is in more than one Waitlist Group, this compliance alert directs you to the Waitlist Group that should be satisfied next. The unit is in a Federal Tax Credit BIN where the Next Available Unit Rule applies.  This is a shortage created by the “140 over rule” (Federal Tax Credit Program); a household in this community/BIN is 140% over the required income limits.  The NEXT move-in scheduled must involve moving a household into the same compliance layer that a 140 household currently occupies.  Open requirements for “Next” units take precedence over other programs below minimum.

    • Need - Below minimum, take this waitlist group ahead of others.  One or more funding programs in this waitlist group requires one or more units to be filled with a household qualified in that funding program.  The Alert column of the Waitlist Group Window will display “Need” when a waitlist group contains a funding program that is below minimum requirements.  Additional information about the status is displayed under the link for Household Selection Criteria.

    • Block - Move-in to the unit will be blocked because a funding program has a shortage that is not included in the selected waitlist group.  A Block alert prevents users from choosing a waitlist group unless an override is performed.  Clicking on the link for Household Selection Criteria will provide more details on the blocked status.

    • • The alert column of the Waitlist Group Window will display “Block” when a waitlist group either:

      • 1. Layers for one of the non-optional funding programs in this waitlist group are at maximum;

        2. Layers for the BIN, contract or unit class for this unit are at maximum;

        3. When the household is currently in the 140% Over the Income Limit will not be able to transfer BINs.

        4. A unit is locked out of a program in this waitlist group;

        5. The unit is only eligible for programs without shortages, AND another waitlist group (not associated with the unit) has requirements

      • An optional funding program at maximum will not show a Block in order to allow a move-in on the Not Participating layer.

      • When an override box (Age Compliance Check, Handicap Compliance Check, Income/Layer Compliance Check, Override RA) for is checked in the Schedule Move-In/Transfer task, households that do not meet the compliance requirements are displayed with the yellow warning , and the More... link will give the reason why the override is required for the Move-In.

      • For units that are blocked from a funding program with the Maintain Unit Locked Status - dd/mm/yyyy task on the Unit Detail > Compliance/Rent/Transaction History tab (Unit is locked into a Funding Program), when a waitlist group is selected, no waiting households will be displayed for the funding program that they are locked out of.

• Each of these Alerts is a hyperlink that will provide a full description of the alert, including what is causing the alert.  This information combined with the Household Selection Criteria link, the Statistics link, and the or More... link for each household in the waitlist should help you to choose the right unit and/or waitlist group to move a household into.

• • Households with the block icon are those who cannot pass schedule move-in because of criteria such as move-ins aren’t allowed to cause a swap or the unit is locked in another layer.

  • • If a household has both a block and a warning condition, only the block will be displayed.  If the warning is different than the block, the popup will display both the reason for the block and for the warning.

The Waitlist Groups for Which the Unit is Eligible data window will display these Waitlist Groups  and there applicable Waitlist Sort.  Double-Click the Household Selection Criteria link to see how households are eligible for the funding programs in the Waitlist Group.

The Waitlist data window will display the waitlist for the selected Waitlist Group.  Hyperlinks are available to drilldown into the Household Detail for each household.  Each will indicate whether the household is moving-in or transferring, as well as many details and you will need to use the horizontal scroll bar to see them all.  Double-clicking the More... link will display a Popup window with a household's waitlist details, household income, waitlist transactions that have occurred and any Pre-Occupancy User Codes that have been selected for the household.  If there is an exclamation icon present, the More... link will also provide details on the warnings or blocks.

Frequently Asked Questions:

Q. What happens to the wait list when you schedule a Move-In?

A. A pending Move-In is scheduled for the waitlist entry so that you cannot schedule this household to move in somewhere else.

Q. What happens to the unit when you schedule a Move-In?

A. A pending Move-In row is scheduled for the unit so that you cannot schedule anyone else to move in there.

Q. Can I cancel a Move-In?

A. Yes, you can Undo the scheduled Move-In task.

Q. How can I change the date of the Move-In?

A. You can Redo the Scheduled Move-In to go through the schedule screen again and select a new date .

Q. How can I change the unit for the Move-In?

A. You will need to Undo the scheduled Move-In first, then schedule it for the correct unit.

Q. What if my applicant is not qualified?

A. You may need an override to move someone in who does not appear to be qualified.

Q. When will the security deposit be created?

A. The scheduled deposit is created when you certify the Move-In, and the open item is created when you confirm the Move-In.

Q. How much will the security deposit be? Can I change it?

A. The security deposit method is setup on the community funding program tab. Based on your selection there the software determines the appropriate amount to charge.

You can change the amount using the tasks available on the security deposit tab.

Q. When will rent be charged? How will I know how much it will be?

A. The tenant portion of rent is determined when you certify the Move-In. During that step the subsidy is calculated or the rent is entered depending on the funding program. The scheduled item is created at that point and held as pending until you confirm the Move-In.  When you confirm the Move-In the software will make the pending scheduled item active and charge the pro-rated amount for the month if applicable.