Tenant Port-Out Wizard

NAVIGATION: PROCESSES menu > Tenant Port Out Wizard

  1. The Prepare for Action dialog box will open before the Transfer Wizard to prepare for the transfer.

    1. Clicking YES will close any open views and then open the wizard.
  2. Select the port-out tenant using the Tenant Number or Last Name field. Click NEXT
  3. Select the Landlord (Housing Authority) the tenant is porting out to.  
  4. Enter the General Unit Information (Address) or leave blank. Click NEXT
  5. Enter the receiving housing authorities HA Code
  6. Enter the Landlord Payment amount
  7. Enter the Tenant Payment/Utility Allowance amount
  8. Enter the Admin Fee amount. Click NEXT
  9. Enter or select the Port-Out Date (usually the end of the month)
  10. Click FINISH to begin the port-out process  
  11. Click NEXT on the confirmation box to continue the port-out
  12. The tenant's record will open in the Section 8 Tenant Master and a port-out 50058 is generated with the option to Print it out
  13. Some areas to note in the Tenant Master for the newly created tenant number:
    1. The tenant has a new tenant number that is one digit greater than their old number
    2. The status is Active
    3. The Effective Date is the date of the port-out (date entered in the Tenant Port-Out Wizard)
    4. Action is Port Out
    5. Summary Information is shown as zero amounts and should remain zero
  14. Payment Data
    1. Tenant Payment Information shows the Tenant Payment amount entered in the wizard as the Contract amount
    2. Landlord Payment Information shows the Landlord Payment amount entered in the wizard as the Contract amount
    3. The Admin Fee entered in the wizard is shown in the Admin box
  15. Move/Transfer
    1. The Portable-Out Date is shown
    2. Receiving HA Code is shown
    3. The tenant's original tenant number
    4. Is now in the Inactive Section 8 Tenant Master
    5. Effective Date is the date of the port out
    6. Move/Transfer tab shows the Move-Out Date and Transfer-Out Date as the date of the port-out
  16. Once the tenant is absorbed by the receiving housing authority:
    1. Go to Activities > Tenant Master
    2. Select the port-out tenant using the Tenant Number or Last Name
    3. If the file is in read only mode go to Quick Link > Unlock Tenant File.  Select a Tracking Code and/or enter a modified description and click Save
    4. Change the Status to Inactive
    5. On the Move/Transfer tab enter the absorbed date for the Move-Out Date
    6. Save (the tenant will be moved to Inactive Section 8 Tenant Master)

12/2023

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