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Certifications verify that an applicant or tenant is eligible to be in the housing program they have applied for. Certification actions in the doorways app

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allow you to keep track of the certification status

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and the recertification date for tenants and applicants. There are two types of these actions, Interim certifications, and Annual certifications. 

Interim Certification: 

This certification is done whenever there's a life event that would change the monthly charge to the tenant. For instance, a change in income, household composition,

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or health status. Interim Certifications take place when it is not the time for the Annual recertification. 

Video Demonstration:

View file
nameInterim Cert.mp4
height400

Step-by-Step Guide to Performing an Interim Certification in Doorways

  1. From the individual tenant/household overview page, click on the toolbox tab to the left of the screen.

  2. Mouse over the "actions" button, then click "Interim Certification". The certification wizard will now run.

    Image Modified

  3. Confirm Unit - Select whether the unit is the correct one or not, then click "Next".Image Removed

    Image Added
    A - Unit Information: Information about the unit that the household is currently moved into, including address, program, project, and number of bedrooms.

    B - Unit Confirmation: Click "This is the correct unit..." if the unit information is correct. Select "...This is not the correct unit..." if the unit information shown is incorrect. If the unit is incorrect, clicking "Next" will bring you to the move-out wizard. 

    C - Next Button: Proceeds to the next step in the interim certification wizard.

  4. In the second step of the wizard, you select the effective date, and click "Next".

    [INSERT PHOTO]Image Added
    A - Dates: Enter an effective for this interim certification. you cannot edit the next certification date in an interim certification. 
    B - Previous Certification Review: Includes information on the households last action type, the corresponding effective date, and rent amount prior to the new certification.
    C - Previous Button: Returns to the confirmation step of the interim certification.
    D - Next Button: Proceeds to the next step in the interim certification wizard.
  5. Loan/Rent Details - Fixed or Rent Calculation

    Rent Calculation (TTP Method)

    Image RemovedImage Added

    A - Fixed Rent Qualification: Yes/No

    B - Total Tenant Payment Information: Detailed information on how the Tenant Charge amount was calculated.

    C - Print TTP Worksheet: Clicking this button opens a .pdf of the TTP worksheet.

    D - Previous Button: Returns to the Effective Date step of the wizard.

    E - Next Button: Proceeds to the Waiting Lists Rent Details step of the Interim Certification.

    Fixed Rent
    Image RemovedImage Added

    A - Fixed Rent Qualification: Yes/No
    B - Rent Details: Enter the fixed rent dollar amount, and the reason for the fixed rent.
    C - Previous Button: Returns to the Effective Date step of the wizard.
    D - Next Button: Proceeds to the Waiting Lists Rent Details step of the Interim Certification.

    If the household is moved into a loan unit, the Rent Details step will be replaced with Loan Details

    Loan Certification
    [Insert Photo]


  6. Waiting Lists Review/Removal

    Image Removed
    A - Waiting Lists: If the household is on any waiting lists, they will appear here. Click the check box if you wish to remove the household from the waiting list.
    B - Removal Reason: Enter the reason for removal in the given text box. 
    C - Previous Button: Return to the Rent Details/Loan Terms page.
    D - Next Button: Proceed to the next Review and Complete step of the Move In wizard.

    Review & CompleteReview & Complete

    Image Added
    Review the final information, if it correct, click "Finish". You will be redirected to the household overview page, and the certification action will be listed as the latest action in the Household History.
    Image Removed

    A - Move In Information: Including household, unit information, move-in date, and loan terms/monthly rent amount.
    B - Additional comments: Enter any additional comments on this move-in.
    C - Previous Button: Return to the Waiting lists Rent Details step.
    D - Finish Button: Click to confirm and complete the move in process.
You will then be redirected to the household overview page, and the certification action will be listed as the latest action in the Household History.



Annual Recertification:

Annual Certifications are done based on the timing schedule setup by the Housing Authority per the Program configuration in Doorways. By default, these are set to occur Annually. 

Video Demonstration:

Annual Certifications are done on an annual basis. 

View file
nameInterim CertificationAnnual Cert.mp4
height250

Annual Recertification:

400

Step-by-Step Guide to Performing an Annual Certification in Doorways

  1. From the individual tenant/household overview page, click on the toolbox tab to the left of the screen.

  2. Mouse over the "actions" button, then click "Annual Certification". The certification wizard will appear.

    Image Modified

  3. Confirm Unit - Select whether the unit is the correct one or not, then click "Next".

    Image RemovedImage Added

    A - Unit Information: Information about the unit that the household is currently moved into, including address, program, project, and number of bedrooms.

    B - Unit Confirmation: Click "This is the correct unit..." if the unit information is correct. Select "...This is not the correct unit..." if the unit information shown is incorrect. If the unit is incorrect, clicking "Next" will bring you to the move-out wizard. 

    C - Next Button: Proceeds to the next step in the interim certification wizard.

  4. In the second step of the wizard, you select the effective date, next certification date, then click "Next".

    Image Removed
    Image Added

    A - Dates: Enter an effective for this annual certification. The date of the next recertification will be set to one year from the effective date automatically. You can edit this date however. 

    B - Previous Certification Review: Includes information on the households last action type, the corresponding effective date, and rent amount prior to the new certification.

    C - Previous Button: Returns to the confirmation step of the interim certification. - 

    D - Next Button: Proceeds to the next step in the interim certification wizard.


  5. Loan/Rent Details - Fixed or Rent Calculation

    Rent Calculation (TTP Method)
    Image Removed
    Image Added

    A -Fixed Rent Qualification: Yes/No

    B -Total Tenant Payment Information: Detailed information on how the Tenant Charge amount was calculated.

    C -Print TTP Worksheet: Clicking this button opens a .pdf of the TTP worksheet.

    D - Previous Button: Returns to the Effective Date step of the wizard.

    E - Next Button: Proceeds to the Waiting Lists Rent Details step of the Interim Certification.

    Fixed Rent
    Image Removed
    Image Added

    A - Fixed Rent Qualification: Yes/No
    B - Rent Details: Enter the fixed rent dollar amount, and the reason for the fixed rent.
    C - Previous Button: Returns to the Effective Date step of the wizard.
    D - Next Button: Proceeds to the Waiting Lists Rent Details step of the Interim Certification.

    If the household is moved into a loan unit, the Rent Details step will be replaced with Loan Details
    Loan Details
    [Insert Photo]

    Waiting Lists Review/Removal

    Image Removed

    A -Waiting Lists: If the household is on any waiting lists, they will appear here. Click the check box if you wish to remove the household from the waiting list.

    B - Additional comments: Enter any additional comments on this move-in.

    C -Previous Button: Return to the Waiting lists step.

    D - Finish Button: Click to confirm and complete the move in process.


  6. Review & Complete


    Image RemovedImage Added

A - Move In Information: Including household, unit information, move-in date, and loan terms/monthly rent amount.
B - Additional comments: Enter any additional comments on this move-in.
C - Previous Button: Return to the Waiting lists Rent Details step.
D - Finish Button: Click to confirm and complete the move in process.

You will then be redirected to the household overview page

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. The certification action will be listed as the latest action in the Household History

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Video Demonstration:

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