General Tab Tasks Swap Counted Group
This task is used to swap a household from one funding program group to another.
When using the Swap Counted Group task to swap a household from one funding program to another, when household income has changed, you will be prompted ”Would you like to report this certification to other funding programs at this time? Yes or No”. If yes, you will get a new certification for that household reflecting the new information. If no, you will get a reference copy of the certification (No Xmit - do not transmit). This prompt will be displayed when income goes up or down more than tolerance for HUD.
When a funding program is being removed, an Expel transaction will be created with a date one day less than the effective date originally entered to denote the end of participation the on that program. This will also take care of the mode where the counted group stays the same but an optional funding program goes from an eligible layer to Not Participating. The Expel certification will include the funding program ending with an action of termination.
FAQ - When and why do I use the Swap Counted Group Task?
The household must be living in a unit that is eligible for the funding program group into which you are swapping the household, and the unit class should have a Rent Plan setup for the funding program group.
To make the unit eligible use the Add Unit to a Program Group task on the General Tab of the Unit view.
The household can not have a pending Transfer to a new unit. You must delete the pending transfer before being able to complete the Swap Counted Group Task. Click here to view error the error message that you will receive.
Before swapping funding programs, you need to make sure the required unit counts in each program group will still meet your compliance restrictions.
Household Detail General Tab Tasks Swap Counted Group
Enter the Effective Date of the swap. The effective date defaults to the 1st day of the next month, and can be changed if necessary.
Click Next.
The household's current counted group will be displayed.
Click Next.
Select the household's new group by checking the appropriate box.
You will receive the failed message ”New counted group is the same as the group in effect the day before” if Property Manager detects the new counted group selected is the same as the counted group in effect the day before. You do, however, have the ability to choose the same counted group in order to change the layers.
Select the appropriate Contract/BIN from the drop-down list.
Select the household's new counted layer from the drop-down list, if applicable.
Click Next.
If applicable, the next step is to Report Changes, or not to other funding programs that the household is counted in. For example, if you are adding Tax Credits to a property and the household income has changed, you may be required to report this certification (created from this task) to other funding programs. The Report to other programs option is selected by default, but can be deselected if necessary. If changes are to be reported, set the effective date to do this. If this is a mid-month swap, the victim effective date will default to the first of next month.
Click Next.
If applicable, the next step is to select a Unit to exchange between program groups. Some programs have specific unit counts that must be maintained, and this may require a unit to be expelled from those programs in order to allow another unit to enroll. Do you want to exchange programs with another unit?
No - just perform the swap on this unit.
Yes - exchange programs with the selected unit.
Click Next.
Modify any household member information, if necessary. Click here for more details.
Click Next.
Modify the Income and Expense Worksheet. Click here for more details.
Click Next through the Income and Expense Worksheet steps.
Create Certification. Click here for more details.
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 program. Click OK.
