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Port In Processing 1) Initiating Incoming Portability Wizard

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Presentation on theme: "Port In Processing 1) Initiating Incoming Portability Wizard"— Presentation transcript:

1

2 Port In Processing 1) Initiating Incoming Portability Wizard
2) Scheduling a Portability Briefing Appointment 3) Starting a Portability Move-In Certification 4) Issuing a Voucher & Printing RFTA 5) Finalizing the Move-In Certification 6) Completing the Initial Contract (HUD-52665) (Billing & Absorbing Scenarios) 7) Incoming Portable Notification Checklist 8) S8 Portability Search (Portability Contract Listing)

3 Initiate Incoming Portability Record

4 Portability Move-In Certification
For instructions on creating an appointment letter and scheduling appointments, check out the following TU courses: 210 - Basic Calendaring 380 - Advanced Scribe Training

5 Finalize Certification & Complete Initial Contract
Note: complete initial contract one day before the effective date of the certification

6 Port Out Processing Port Out an Existing Tenant
Port Out from the Waiting List Port Out Scenarios Update your HA’s Info on the 52665

7 Add Outgoing Portability Record-Existing Tenant
Terminate HAP place voucher in searching status check yes Add Outgoing portability record note can update voucher issued date on voucher tab if necessary Setup: Home -> HAP Contract Termination Reason Setup Alternative – Place current HAP/URP Accounts on Hold Setup Hold Codes: Home -> Hold Code Setup

8 Add Outgoing Portability Record-From Waiting List
Reference the next 3 slides for Instructions on Setup Options For Tracking Port-Outs.

9 Setup Options for Porting Out off The Waiting List
Home -> Finalization Result Setup Add a New Finalization Result and mark it as a Failure

10 Setup Options for Porting Out off The Waiting List
Home -> Waiting List Status Group Setup Add a Status for Porting Out, if applicable.

11 Setup Options for Porting Out off The Waiting List
Home -> Waiting List Certification Finalization Setup Link the Port Out Finalization Result to update the Applicant’s WL Status/Remove them from the WL

12 Porting Out Scenarios

13 Update HA’s Info on the 52665


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