Revised:  08/30/2016

Waiting List Settings

Go to Settings>> Waiting List

This program is used to setup information and control functions within the module.

Function Menu

At the top of the view are functions such as Clear and Close.  For more information on functions, click here.

General

Waiting List Settings

Move-In Wizard should close all Like TM Waiting Lists.

Check this box if applicants who are on tenant management waiting lists should have all their lists closed once housed from one.

Move-In Wizard should close all S8 Waiting Lists.

Check this box if applicants who are on S8 waiting lists should have all their Section 8 lists closed when housed from one.

Applicant Actions Should be Specific to Each Waiting Lists?

Check this box if applicants Actions are to relate to a specific waiting list. (recommended).

Additions:

Select one of the following default settings:

Auto Housed Action Code

Select the appropriate code from the drop down list.  Codes are setup and maintained by users in the Action Code Master.

Auto Withdrawn Code

Select the appropriate code from the drop down list.  Codes are setup and maintained by users in the Action Code Master.

Auto Add W/L Action

Select an Action Code to automatically be added when an Applicant is added to a Waiting List.  Leave this field blank if an Action code is not to be added when an Applicant is added to a Waiting LIst.  

Standard App Format

A Horizon Information Housing specialist will enter or instruct a user to enter an appropriate application format in this field.

Default Application for

Enter one of the Application For codes in this field to serve as the default.  The Application For will be pre selected in several of the programs.

Exclude the Following From Active List

Place a checkmark in one or more of the check boxes if the following Cstatus codes should exclude the applicant/waiting list from the active list:

Tenant Accounting Link

Modes and information setup in this area will affect the Applicant to Tenant Wizard - Tenant Management process.  Please review the information in the help file for this program to see what affect each selection will have.

Modes

Select one of the following mode options:

Rent Code

Select the Rent Charge code.  Codes are setup and maintained in the Tenant Management module in the Tenant Billing Codes program.

Utility Code

Select a Utility Code.  Codes are setup and maintained in the Tenant Management module.  Go to Maintain>>Tenant Accounting Tables>>Accounting Codes.

Edit Mode

Enhanced Edit Mode

Placing a check mark in this field will place the module in "Enhanced Edit Mode"  All applicant files will be "Read Only" or locked by default.  Files must be unlocked, placing them in "Edit Mode", in order for changes to be saved.  

The following can be entered and saved while the file is "Read Only", tracking items, actions, notes, and attachments.

Voucher Expiration

Days to Expire

Enter the number of days an applicant will have after a voucher has been issued before it will expire.

Extension Days

Enter the number of days the voucher expiration may be extended for.

Note:

An applicant's file will be flagged with a yellow (issued, not expired) or red banner (issued, expired), under the waiting list grid, with the voucher expiration information when a voucher has been issued.

Rent Calculation/Defaults

Calculations

Rent Calculation Parameters

Percentage Used for Deduction Calculation

Enter the percentage to be used to calculate deductions in the Rent Calculation program.

Exemption Amounts

Minors 17 or Under (Never Spouse)

Enter the amount of the exemption per minor in the household.

Disabled Adults (Never Head or Spouse)

Enter the amount of the exemption for a disabled adult in the household.

Full Time Students 18 or Older

Enter the amount of the exemption per Full Time Student 18 years of age or older in the household.

Elderly Family (Disabled or Handicap)

Enter the amount of the exemption for an elderly household.

Imputed Income Calculation

For Asset Value Greater Than Or Equal To

Enter the minimum amount of an asset that would require income to be imputed during the Rent Calculation.

Multiply The Value By

Enter the passbook rate to be used to calculate income for the Asset during the Rent Calculation.

Rent Ratio

Enter the percentage of monthly adjusted income to be used when computing the Rent Calculation.

Minimum

Enter the percentage of total monthly income (not to be confused with monthly adjusted income which takes into account deductions and expenses) to be used when computing the Rent Calculation.

Max Rent

Enter the maximum percentage that can be used to calculate the tenant’s rent based on income.

Defaults

The following defaults are used when entering hew household composition members.

Elig Code

Select one of the following defaults for the eligibility code:

Ethnicity

Select one of the following to default Ethnicity to when entering members:

Rent Worksheet

Print Signature on Rent Worksheet

Checkmark the box if the Rent Worksheet is to include signature lines

Minimum Rent PH

Enter the minimum rent a tenant is to pay for a Public Housing Unit.

Minimum Rent 59

Enter the minimum rent a tenant is to pay when they are a unit subsidized by the 50059 program.

Minimum Rent S8

Enter the minimum rent a tenant is to pay for a Section 8 Unit.

Output Settings

Card Printer

Enter the network path to the card printer.

Income Limits

Income Limits

Income limit information may be entered/updated in more than one area in the Waiting List program.  When income limits are entered in other areas, they will be used before the income limit information entered here.  There is no need to update every area.  Determine the best area for entering income limits and maintain them.

Low, Very Low and Extremely Low

Income limit information may be entered and maintained in this area.  Enter the appropriate amounts in each column by family size.

Effective Date

If income limit information is entered in the settings file, enter the date they will become effective.

Save to History

Clicking the "Save to History" button will save the Income Limit information for the effective date entered.  The program will use the appropriate income limit information based on effective dates.

File Locations

Tenant File Locations

Tenant Management Location

Enter the network path to where Tenant Management data is stored.

For Example:

H:\HorizonSoftware\Data\C001

Section 8 Location

Enter the network path to where Section 8 data is stored.

For Example:

H:\HorizonSoftware\Data\C001

Merge Setup

Letterhead Settings

Line 1 - 6

The name of the Housing Authority, address and phone/fax numbers may be entered in these lines.  Any lines that are not used may be left blank.

The information entered here may be merged into documents created in the Merge Template to print applicant information.

Other Settings

Letter Sort

Select one of the following default settings:

The selection made here will be the default listing order for Custom Forms and Letters in the Application Master.  The sort order may be changed on a one time basis in Custom Forms and Letters.

Transmission Setup

50058 Setup

PIC Code

Enter the Housing Authority's code used in transmitting applicant and tenant information to PIC.  Usually begins with the state abbreviation followed by a three digit number.

Tool Program

Horizon software uses HUD's 50058tool.bat to check 50058s for errors prior to sending them to PIC.

Enter the network path to the location of the 50058tool program.

For Example:

H:\HorizonSoftware\hud50058\50058tool.bat

Tool Path

Enter the network path to the folder where the tool is stored.

For Example:

H:\HorizonSoftware\hud50058

Credit Checks

Credit Bureau IDs

Innovis ID

Enter the housing authority's identification number for Innovis if the service is used.

Equilfax ID

Enter the housing authority's identification number for Equilfax if the service is used.

Experian ID

Enter the housing authority's identification number for Experian if the service is used.

Trans Union ID

Enter the housing authority's identification number for Trans Union if the service is used.

File Location

Metro Path

Enter the network path information.

Collection Loss Setup

Company ID

Enter the company or ledger code where the Collection Loss program is located.