emily wallace product manager 1.877.359.5492 ext. 1404 [email protected]

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MULTI-SUBSIDY CLIENT ADVISORY BOARD Emily Wallace Product Manager 1.877.359.5492 ext. 1404 [email protected] om

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Page 1: Emily Wallace Product Manager 1.877.359.5492 ext. 1404 emily@tenmast.com

MULTI-SUBSIDY CLIENT ADVISORY

BOARD

Emily Wallace

Product Manager

1.877.359.5492 ext. 1404

[email protected]

Page 2: Emily Wallace Product Manager 1.877.359.5492 ext. 1404 emily@tenmast.com

What is a CAB and why do we use them? Multi-Subsidy Discussion

WHAT WILL WE COVER?

Page 3: Emily Wallace Product Manager 1.877.359.5492 ext. 1404 emily@tenmast.com

WHAT IS A CAB? Small group of motivated Tenmast software users who

work with select members of our staff in order to: Gather all necessary software program requirements. Prioritize those requirements into high to low

importance. Review and provide feedback on subsequent program

changes. Help us do right the first time, ensure a smooth and

problem-free software release, and create a program that better matches a business process.

Allow our clients to become an active participant in the development process

Help us develop an easy to use, more customized product designed for YOU.

Page 4: Emily Wallace Product Manager 1.877.359.5492 ext. 1404 emily@tenmast.com

What multi-subsidy do you have? Voucher in tax credit unit (reported to State housing

corporation) Voucher in multi-family unit (submitted to TRACS) Market rent units PH and tax credit “floating” units

How do you currently manage multi-subsidy? WinTen2+ features to help manage multi-subsidy

Multi-Subsidy Discussion

Page 5: Emily Wallace Product Manager 1.877.359.5492 ext. 1404 emily@tenmast.com

1. New unit model S8 and other properties are all in one unit file – when

voucher holder selects property owned by HA, system can handle both rent calcs

2. Pulse (event notification system) informs other depts. about change in household Example 1: notice to vacate tax credit property and Pulse notifies S8

housing specialist Example 2: S8 housing specialist completes income change and

Pulse notifies property manager and auto adjusts amount owed by tenant

Example 3: Applicant submits RFTA for HA-owned property, system creates New Admission cert for both HCV and other property

6 WINTEN2+ NOTABLE FEATURES TO HELP MANAGE MULTI-SUBSIDY

Page 6: Emily Wallace Product Manager 1.877.359.5492 ext. 1404 emily@tenmast.com

3. Household Certification screen Shows ALL subsidy certs for the household and all subsidies

the household is currently under

4. Household Info Storage Personal income/assets/expenses are entered once.

Any subsequent changes to these personal records are updated throughout the system at time of certification AND approval of the corresponding Pulse notification. Income change presented > S8 HS starts cert and enters info

> Pulse notifies multi-subsidy specialist of income change > multi-subsidy specialist “accepts” notification > income change is actually applied on second set of certifications.

Page 7: Emily Wallace Product Manager 1.877.359.5492 ext. 1404 emily@tenmast.com
Page 8: Emily Wallace Product Manager 1.877.359.5492 ext. 1404 emily@tenmast.com

5. No more data areas Access to information determined by security and is by

project. S8 HS can only see HCV certifications A HS can see both HCV certs and tax credit if given access

6. TAR Changes Multi-subsidy tenant has separate accounts for each

subsidy System updates each subsidy account each month

using monthly initialization (generate charges)

Page 9: Emily Wallace Product Manager 1.877.359.5492 ext. 1404 emily@tenmast.com

WE NEED YOUR INPUT

What should Pulse notify you about pertaining to multi-subsidy situations?

Any concerns about household info in one location?

Any reporting requirements that we don’t address? (for example, internal reports at HA)

What are your unique spreadsheets you use to manage multi-subsidy?

Page 10: Emily Wallace Product Manager 1.877.359.5492 ext. 1404 emily@tenmast.com

Presenter:Emily Wallace

Title:Product Manager

Phone:1.877.359.5492 ext. 1404

Email:[email protected]