PIC + TransNet

Today – Navigating PIC & TransNet  Primary PIC Modules  TransNet Program  

Navigating PIC Development Submission Viewer Reports Tenant ID Management Ad Hoc Report HA Query ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Who’s in the Unit Submit to PIC/Errors Current 50058 Score & Late Records SSN Errors PIC Tenant List Last 50058 at any HA

Development – Who’s in the Unit 1. Click Development sub-module link ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

2. Select development from drop-down box. Then click the Unit tab. 3. Click Select ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Building & Unit Search Screen Tenant Occupying Unit ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Vacancy (Aging Report) Now called the Aging Report Displays all units that are Vacant on PIC Lists number of days Vacancy ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Development 1) Development

Select Reports 1. Select Reports ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Vacancy or aging report 2. Select Occ/Aging Report 3. Select Developments 5. Select Generate Report 4. Select Aging ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Aging Report 1. New –Unit Status ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Submission 1) Submission

Submission These processes are automated in TransNet Automatically uploads for you through the “Gather” wizard Retrieve PIC Error Reports in Ticket Table ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Upload Files Select Choose File ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Select File and then open Upload Files ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Upload Files Select Upload ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Select Ticket number to View Errors Select Report tab View Error Reports Select Ticket number to View Errors ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

1. Click Viewer sub-module link ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

2. Enter Name or SSN for HoH Enter SSN For HoH 2. Enter Name or SSN for HoH 3. Click Search button ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

50058 Search Results Print 50058 Online EOP link View 50058 ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Viewer 50058 ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Online EOP Current 50058 Enter Effective Date of move out Click Save to complete EOP Note: Click Close to cancel. ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Print 50058 Print 50058 ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Reports (All Updated Monthly) 1. Click Reports sub-module link ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Delinquency Report Tab 3. Select Field Office 4. Click Report button ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

PIC Delinquency Report Click ‘View Entire Report’ button ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

PIC Delinquency Report ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

3. Click Public Housing Agency link Re-exam Report 1. Select Re-exam tab 2. Select Program Type 3. Click Public Housing Agency link ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

HA Selection 4. Select Within State ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Select State For Report 5. Select State from dropdown 6. Click HA List button ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

7. Select HA from dropdown Select HA For Report 7. Select HA from dropdown 8. Click Reports button ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Update any household with last re-exam more than 12 months old View Re-Exam Report –S8 Update any household with last re-exam more than 12 months old ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

View Re-Exam Report –PH Update any household with last re-exam more than 12 months old ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

3. Click Public Housing Agency link HQS Report 1. Select HQS tab 2. Select Program Type 3. Click Public Housing Agency link ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Number of Months since last HQS Inspection View HQS Report Number of Months since last HQS Inspection ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

2. Select ‘Within a State’ Section 8: SEMAP Report 1. Select SEMAP tab 2. Select ‘Within a State’ ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Select State For Report 3. Select State from drop-down list 4. Click HA List button ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Select HA Name For Report 5. Select HA from list of HAs 6. Click Reports button ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Indicator 9: Annual Re-exam Includes six reports, one for each indicator Section expands to show list of late re-exams ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Section expands to show list of late tenants ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Indicator 10: Correct Tenant Rent Click on Indicator 10 tab ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Indicator 11: Lease-up HQS Click on Indicator 11 tab Section expands to show list of tenants who had an inspection date after their move in date ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Indicator 12: Continuing HQS Click on Indicator 12 tab Now Biennial ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Section expands to show list of FSS Tenants Indicator 14: FSS Click on Indicator 14 tab Section expands to show list of FSS Tenants ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Click on Tenant ID Management link. ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Tenant ID Management Reports Select Report tab ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Tenant ID Management Reports These fields will be pre-populated So you can immediately select Generate Report ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Invalid Tenant ID Report This will show all SSN Errors for your Agency ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Ad Hoc Tenant List 1. Click Form 50058 Adhoc Report

Program Type 2. Select Program Type 3. Click Continue

Transaction Type & Date Range 4. Select Active Transaction Types 6. Click Go to Field Selection 5. Select a Wide Date Range

7. Select the data fields that you need Choose Fields 7. Select the data fields that you need

8. Click Generate Report at the bottom of the page

It will give you the total Number of Tenants PIC Tenant List! It will give you the total Number of Tenants It will also give you the current information on PIC found the data fields you selected

HA Query: In The PIC Viewer 1. Click HA Query sub-module link ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

HA Query: SSN To Search 4. Enter HoH SSN 5. Click Retrieve ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

The HoH you searched is not in PIC system HA Query Results The HoH you searched is not in PIC system ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

HA Query Results Housing Program Type PHA that submitted the record in PIC Last record submitted to PIC ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

HA Query Results Housing Program Type PHA that submitted the record in PIC Last record submitted to PIC ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

TransNet Error Checking These processes are automated in TransNet looks in PIC Modules to determine what errors you will receive Let’s Look at TransNet ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

     Training Agenda  What Is TransNet?  TransNet Error Checking  PIC Submission Cycle  Real-Time Reports  Monthly Practices     

What Is TransNet? ● A WinTen 2+ module that sends electronic 50058 records to PIC ● Advantages: PHA PIC ► Automated submission to PIC ► Comprehensive error checking with full descriptions and solutions ► Real-time reports for late re-examinations and HQS inspections x

TransNet Error Checks ● Field Data ► 50058 data in WinTen 2+ is missing or incorrect ► Checked by WinTen 2+ when certification is finalized ● Tenant ID ► Last Name or Birthdate does not match the SSN on file with SSA ► SSN, Last Name or Birthdate is incorrect in WinTen 2+ ● Record Match ► Wrong transaction or date is submitted to PIC ► Records must be sent in correct order based on Effective Date Annual Re-Exam Certification Effective Date: 8/31/2016 End of Participation Certification Effective Date: 8/15/2016

1- Finalize Certification Successful certification:

1- Finalize Certification ● To view submission status of certification, click eTrans tab on Household screen. ● Submitted Date and Ticket number are empty until certification is submitted to PIC.

2- Correct Field Data Errors Any Field Data errors are displayed and must be corrected before certification can finalize.

3- Gather 50058 Records To open TransNet, search for transnet on Home screen, then click TransNet – PIC menu.

X ● Click Gather button to start the process. 3- Gather 50058 Records ● Click Gather button to start the process. ● Never click the Submit button! X

Select data area(s) you want to submit. 3- Gather 50058 Records Select data area(s) you want to submit.

3- Gather 50058 Records Gather for the current month, setting Effective Date = the last day of the current month.

Click Start button to begin. 3- Gather 50058 Records Click Start button to begin.

4- Check for PIC Errors TransNet connects to PIC and validates records against PIC data.

5- Print Validation Report Households with PIC errors are shown at top.

5- Print Validation Report Submission statistics are shown at bottom. } 4

5- Print Validation Report Click Print Report button to view/print report.

5- Print Validation Report

5- Print Validation Report Print report to use when making corrections.

5- Print Validation Report Close report to continue.

5- Print Validation Report Click Next button to continue.

6- Upload 50058 To PIC Click Finish button to upload 50058 to PIC.

6- Upload 50058 To PIC ● Report of records being submitted is shown. ● Print report if desired. ● Close report to continue.

6- Upload 50058 To PIC When done, click Yes button to exit wizard.

7- Mark 50058 Records TransNet marks 50058 records in WinTen 2+ with submission date and ticket number.

7- Mark 50058 Records Submitted Date and Ticket will now have values under eTrans tab on Household screen.

8- Correct PIC Errors Refer to Validation Report printed in Step 5.

8- Correct PIC Errors There are 3 parts to every item on the report: ● The 50058 that was submitted ● What is wrong with the record ● The solution for fixing the record

8- Correct PIC Errors Tenant ID Error ● Matthew’s SSN does not match SSN on file at SSA. ● Pull SS card from file and review it. Correct it in WinTen 2+ if applicable. Otherwise, tenant must contact SSA to correct problem.

8- Correct PIC Errors HQS Inspection Warning ● Last annual HQS inspection is > 24 months prior to this record. ● Review inspection file and enter current annual inspection in WinTen 2+.

8- Correct PIC Errors Record Match Error ● Household had EOP from other PHA, but you sent a Port In from your PHA. ● Change the Port In to a New Admission.

8- Correct PIC Errors Field Data Error ● Next Annual Re-exam is > 13 months later. ● Change Re-exam date to 12 months.

8- Correct PIC Errors To correct a certification, choose Correct or Void Certification from Big Actions menu.

8- Correct PIC Errors ● Enter these values in Correction Wizard. ● Click Next button.

8- Correct PIC Errors Make correction. This was the Field Data error where Annual Re-exam was > 13 months.

8- Correct PIC Errors Finalize certification.

8- Correct PIC Errors Correcting Tenant ID error where last name did not match SSN.

8- Correct PIC Errors Correcting warning where last annual HQS inspection was > 24 months prior.

Repeat Submission Cycle Finalize Certification 1 Gather 50058 Records 3 Check For PIC Errors 4 Upload 50058 To PIC 6 Mark 50058 Records 7

9- Generate PIC Errors ● Double checking for errors possibly missed. ● Click Tickets button to see prior submissions.

9- Generate PIC Errors ● Closed: No errors were found ● Submitted: Not yet checked for PIC errors

9- Generate PIC Errors Click Retrieve Error Report from PIC button.

9- Generate PIC Errors Download is done. Click Yes to exit wizard.

9- Generate PIC Errors Open w/Errors: Errors found in batch

9- Generate PIC Errors To view PIC Error Report, choose PIC Error Report w/o Warnings from Reports menu.

You can print the report if desired 9- Generate PIC Errors This will show raw PIC Errors that might have been missed in the validation process. You can print the report if desired

PIC Functions in Completed Certs ● Resubmit an etrans ● Create a Transaction 13 ● Create a physical Void

Completed Certs Use the small actions button

Real-Time Reports ● 3 Reports: ► PH Late Re-exam ► S8 Late Re-exam ► S8 Late HQS Inspection ● Available on PIC website, but only updated once a month ● Available in TransNet in real- time using PIC’s Ad Hoc Report feature ● TransNet handles the complexity of Ad Hoc Reports (options, sorting, filtering)

Real-Time Reports Click Reports button to view real-time reports.

Real-Time Reports ● Select desired report (see descriptions). ● Click report icon button.

Real-Time Reports Click Yes button to pull latest data from PIC.

Real-Time Reports PH Late Re-exam

Real-Time Reports S8 Late Re-exam

Real-Time Reports S8 Late HQS Inspection

TransNet Setup ● Submission problems can arise if TransNet is not properly set up. ● The most common problem: TransNet cannot connect to PIC due to incorrect user ID or password. ● Before accessing Setup, log onto PIC website to verify your user ID and password. PHA PIC

TransNet Setup Click Setup button to access configuration.

TransNet Setup ● PHA code and password provided by PM. ● Never change these!

TransNet Setup ● Your unique user ID and password. ● To update, first click Edit button.

Monthly Practices ● Gather and submit to PIC at least monthly ● Correct errors and re-submit ● Run real-time reports ● Re-finalize and re-submit late 50058s ● For fastest support, call our operator: (877) 359-5492 x0

TransNet Thank You!