Unit Master

This program is used to enter and maintain unit information associated with an Area and Community.

NAVIGATION: MAINTAIN menu > Location Tables > Unit Master

1. Area ID: enter or select an Area ID for the unit.  Area IDs are setup and maintained in the Area Master.
2. Name: When a valid Area ID is selected, its name will be displayed in this field.
3. Community ID: enter or select a Community ID for the unit.  Community IDs are setup and maintained in the Community Master.
4. Name: When a valid Community ID is selected, its name will be displayed in this field.
5. Unit ID: enter or select a Unit ID.
6. Main Tab
   1. Address Information
      1. The address information entered here is displayed as the tenant's unit information in the Tenant Master.  
      2. The address may be merged into forms and letters.
      3. Address 1 and 2: Enter the street address for the unit on address lines 1 and 2.  Address 2 may be left blank if it is not needed.
      4. City, State and Zip: Enter the city, state and zip code information for the unit.
   2. Unit Parameters
      1. Unit Status: select one of the following:
         1. Avail for Occupancy
         2. Closed Permanently
         3. Offline
         4. Under Development
         5. Under Mod
      2. PIC Unit Type: select one of the following unit types:
         1. <<Not Applicable>>
         2. Designated as Elderly Unit
         3. Family Unit
         4. Merged Unit
         5. Non-Dwelling
      3. HUD Project #: Enter the project number assigned by HUD
      4. HUD Unit #: Enter the unit number assigned by HUD
      5. Apartment #: Enter the apartment number for the unit
      6. Building ID: Enter the building's identification number
      7. Entrance ID: Enter the identification number for the entrance of the building
      8. Floor: enter or selectthe floor the unit is on in the building
      9. Bedroom Size: enter or select the number of bedrooms within the unit
      10. UFAS Qualified Unit: enter a check mark in the box if the unit is UFAS qualified
      11. Handicapped Accessible (General): Enter a check mark in the box if the unit is considered generally handicapped accessible.
      12. Vision Accessibility: Enter a check mark in the box if the unit is considered handicapped accessible for a vision impaired tenant.
      13. Hearing Accessibility: Enter a check mark in the box if the unit is considered handicapped accessible for a hearing impaired tenant.
      14. Physical Accessibility: Enter a check mark in the box if the unit is considered handicapped accessible for a physically impaired tenant.
   3. Click APPLY
7. Additional Details Tab
   1. DOFA Date: Enter the unit's Date of First Availability (DOFA).
   2. EIOP Date: Enter the unit's End of Initial Operating Period Date (EIOP).
   3. In Service Date: Enter the unit's "in service" date.
   4. In Service Code: Enter the unit's "in service" code.
   5. Out of Service Date: Enter the unit's "out of service date" if applicable.
   6. Out of Service Code: Enter the unit's "out of service code" if applicable.
   7. Move In Date: Enter the "move in date" for the unit.
   8. Move Out Date: Enter the "move out date" for the unit.
   9. Last Complete Inspection
      1. When initially setting up a unit or if you are not using the Horizon Inspection module, enter the last completed inspection date.  
      2. Thereafter, when using the Horizon Inspection module, the inspection date will be updated when an inspection has been completed for the unit.
   10. Next Inspection Due
       1. When initially setting up a unit or if you are not using the Horizon Inspection module, enter the next inspection due date.  
       2. Thereafter, when using the Horizon Inspection module, the next inspection due date will be updated when an inspection has been completed for the unit.
   11. To Maintenance Date: Enter the date the unit was to be taken out of service for maintenance.
   12. Unit Ready Date: Enter the date the unit was ready for occupancy.
   13. Square Footage of Unit: enter the square footage
   14. Census Tract of Unit: enter or select the census tract
   15. Market Rent: Check mark the box if the tenant in the unit is at market rent.
   16. Click APPLY
8. Utility Allowances
   1. Unit Type ID: Select a valid unit type from the list.  
      1. Unit Type IDs are setup by the user in the Unit Type Master File and associated with an Utility Allowance Table.
   2. Utility Allowances: If the utility allowance information has been set up in the Community Master, there is no need to set it up for the individual units unless the unit information should be different than the Community.
   3. Select any of the following utility allowances for the unit and indicate the power source when applicable.  This information will be available to merge into forms and letters.
   4. Allowances: Check mark one or more of the following to indicate that the unit is eligible for allowances:
      1. Allowance for Heat
         1. Select the type from the following options:
            1. Natural Gas
            2. Electric
            3. Bottle Gas
            4. Oil
            5. Coal
            6. Wood
            7. Kerosene
            8. <Undefined>
      2. Allowance for Air
      3. Allowance for Cooking
         1. Select the type from the following options:
            1. Natural Gas
            2. Electric
            3. Bottle Gas
            4. <Undefined>
      4. Allowance for Other Electric
      5. Allowance for Water Heater
         1. Select the type from the following options:
            1. Natural Gas
            2. Electric
            3. Bottle Gas
            4. <Undefined
   5. Utility Allowances (Other): Check mark any of the following utility allowances that would apply to the unit.
      1. Allowance for Water
      2. Allowance for Sewer
      3. Allowance for Trash
      4. Allowance for Range
      5. Allowance for Refrigerator
   6. Reset Defaults from Community Master: Click this button to reset the utility allowance information for the unit to what is entered in the Community Master.
   7. Click APPLY
9. Enhanced Utility Control Tab: Auto Payment Setup
   1. Enter the following information for utility payment.  If you will not be using the auto payment feature, these fields may be left blank.
   2. Enter the meter number for the following, if applicable:
      1. Gas Meter
      2. Electric Meter
      3. Water Meter
   3. Enter the account numbers for the following, when applicable:
      1. Gas Account
      2. Electric Account
      3. Water Account
      4. Sewage Account
10. Inspection Interface Tab: Inspection information may be entered to assist in interfacing with the Inspection module.
    1. Inspection Group (If Different than Community Master): Inspection Group: select an inspection group for the unit.
    2. Bedroom Size: For informational purposes, the number of bedrooms available in the unit is displayed.
    3. Bedroom Location Setup: Bedroom 1 - 6 Enter the following information for the bedroom available in the unit:
       1. Floor
       2. Location 1 (Right, Left or Center)
       3. Location 2 (Front, Rear or Center)
       4. Room #
       5. Other Description
    4. Click APPLY
11. Tracking Tab: Changes to the Unit Master may be tracked automatically or a tracking item may be added using the "Add Tracking Item" process.
    Note: Once a Tracking Item has been added it cannot be deleted.
    1. Tracking Grid: The Tracking Grid will display the following information:
       1. Date
       2. Time
       3. Description
       4. User ID
       5. Available Details: For some tracking lines additional details will be available in the bottom window.
    2. Add Tracking Item
       1. Click the Add Tracking Item button to open the Add a Unit Tracking Item view.
       2. Tracking Code: select a Tracking Code
       3. Description: type a description
       4. Modified Description: type a Modified Description
       5. Click SAVE
       6. Close: click CLOSE button to close the Add a Unit Tracking Item without saving.
    3. Print Tracking Item: Press the Print Tracking Items button to open the Date Range for Tracking Item Printing view.
       1. Date Range for Tracking Item
       2. Start Date and End Date: Enter a beginning and ending date for the Tracking report and press OK.
       3. Click OK to open a Print Dialog box where users can select a printer and press print.
12. Exempt Days Tab: Enter the following exempt information for the unit, if applicable:
    1. Start Date
    2. End Date
    3. Comment
    4. Click APPLY
13. Tax Credit
    1. Place a check mark in the box if the unit is a Tax Credit unit.
    2. This field is only available when the Area Master for the unit is set as a Tenant Income Certification (TIC) Type.
14. HOME: Place a check mark in the box if the unit is a HOME unit.  This field is only available when the Area Master for the unit is set as a Tenant Income Certification (TIC) Type.
15. Tax Exempt: Place a check mark in the box if the unit is a Tax Exempt unit.  This field is only available when the Area Master for the unit is set as a Tenant Income Certification (TIC) Type.
16. PennHomes: Place a check mark in the box if the unit is a PennHomes unit.  This field is only available when the Area Master for the unit is set as a Tenant Income Certification (TIC) Type.
17. Click SAVE

7/2023

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