2. Portability
Trainer: Gina Weaver

3. 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)

4. Initiate Incoming Portability Record

5. 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

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

7. 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

8. 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

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

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

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

12. 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

13. Porting Out Scenarios

14. Update HA’s Info on the 52665

15. Lets Go into the Program!

16. Questions?

17. Trainer Contact Information
Gina Weaver, Training Specialist
(877) ext. 1307

18. Thank You!
Trainer: Gina Weaver