TenMastery Series Winten 2 webinar

1. TenMastery SeriesWinten2 webinar Connect to Audio: • Dial 877-746-4263 • Enter Participant Code 02 11 940# • Please mute your phones before the webinar begins to ensure there are no interruptions. • DO NOT place your phone on hold during the training. Earned Income Disallowance (EID) Tuesday, August 14, 2012

2. trainer information • Mark Huffer • Phone: 877-359-5492 x1222Email: mhuffer@tenmast.com • Connect to Audio • Dial 877-746-4263 • Enter Participant Code 02 11 940#

3. Upcoming webinar schedule August/September 2012 TenMastery Series WinTen2 webinars are conducted every Tuesday at 11:00 am EST. Recorded versions of each training will be added 24-48 hrs after the live training. • 8/21– Public Housing Move Outs in ORC • Instructor – Melissa Newton • What needs to happen in ORC when a PH tenant moves out? How is a refund requested if the tenant has Security Deposit left over? Attend this webinar and get a detailed look into moving Public Housing tenants out of ORC. • 8/28– Scribe – 7th Training Session • Instructor – Sherry Hosler • During this webinar, parameters and calculated fields will be reviewed. Several useful calculated fields will be used as well as small scripts for altering the appearance of your parameters. When the letter is finished, there will be a review of batch printing and using the filters provided there. • September 4 – FSS • Instructor – Lisa Wilhelm-Stanton • Here is your sneak peek at the features of the new 2+ FSS module that is currently available for release. This intro does not substitute for the training required to get FSS 2+ installed at your agency but it will help you decide when you need to take that plunge.

4. Training agenda • EID • What is EID? • Who qualifies for EID? • Public Housing Qualifications • Section 8 Qualifications • Alternatives • How is EID handled in Tenmast? • Questions

5. What is EID? • EID is Earned Income Disallowance • EID applies to a Public Housing or Section 8 family whose annual income increases as a result of employment • 100% disallowance of income for 12 months (can be non-consecutive) • 50% disallowance of income for 12 months (can be non-consecutive) • 48 months timeframe for available disallowance

6. Who qualifies for EID? • Qualifications for all families • A previously unemployed includes a person who has earned, in the twelve months previous to employment, no more than would be received for 10 hours of work per week for 50 weeks at the established minimum wage. • Public Housing Qualifications • 24 CFR 960.255 • Section 8 Qualifications • 24 CFR 5.617

7. Who qualifies for EID? • Public Housing Qualifications • A family residing in Public Housing • Whose annual income increases as a result of employment of a family member who was unemployed for one or more years previous to employment • Whose annual income increases as a result of increased earnings by a family member during participation in any economic self-sufficiency or other job training program • Whose annual income increases, as a result of new employment or increased earnings of a family member, during or within six months after receiving assistance, benefits or services under any state program for temporary assistance for needy families funded under Part A of Title IV of the Social Security Act.

8. Who qualifies for EID? • Section 8 Qualifications • A family residing in housing or receiving tenant-based rental assistance under the HOME, HOPWA, Supportive Housing Program, or Housing Choice Voucher program • Whose annual income increases as a result of employment of a family member who is a person with disabilities and who was previously unemployed for one or more years prior to employment • Whose annual income increases as a result of increased earnings by a family member who is a person with disabilities during participation in any economic self-sufficiency or other job training program • Whose annual income increases, as a result of new employment or increased earnings of a family member who is a person with disabilities, during or within six months after receiving assistance, benefits or services under any state program for temporary assistance for needy families funded under Part A of Title IV of the Social Security Act.

9. WhAT can be excluded? • The Disallowance period is limited to a lifetime 48 months • 12 Months of 100% exclusion (consecutive or non-consecutive) • When a member of a qualified family (PH) or a member who is a person with disabilities of a qualified family (S8) is first employed or the family first experiences an increase in annual income attributable to employment, the PHA must exclude from annual income of a qualified family any increase in income of the family member who is a person with disabilities as a result of employment over prior income of that family member. • 12 Months of 50% exclusion (consecutive or non-consecutive) • When a member of a qualified family (PH) or a member who is a person with disabilities of a qualified family (S8) experiences an increase in annual income attributable to employment, the PHA must exclude from annual income of a qualified family fifty percent of any increase in income of such family member as a result of employment over income of that family member prior to the beginning of such employment

10. What can we track in WinTen2? • Add someone as an EID participant with Start Date and Pre-Qualifying income • Add income for them and it will calculate the Exclusion if we choose EID • Add in EID History of months used

11. Alternative for disallowance of income (PH Only) • Individual Savings Accounts • a PHA may choose to provide for individual savings accounts for public housing residents who pay an income-based rent, in accordance with a written policy, which must include the following provisions: • The PHA must advise the family that the savings account option is available. • At the option of the family, the PHA must deposit in the savings account the total amount that would have been included in tenant rent payable to the PHA as a result of increased income that is disallowed.

12. Alternative for disallowance of income (PH Only) • Individual Savings Accounts (cont’d) • Amounts deposited in a savings account may be withdrawn only for the purpose of: • Purchasing a home • Paying education costs of family members • Moving out of public or assisted housing • Paying any other expense authorized by the PHA for the purpose of promoting the economic self-sufficiency of residents of public housing • The PHA must maintain the account in an interest bearing investment and must credit the family with the net interest income, and the PHA may not charge a fee for maintaining the account • At least annually the PHA must provide the family with a report on the status of the account • If the family moves out of public housing, the PHA shall pay the tenant any balance in the account, minus any amounts owed to the PHA

13. Let’s go into the program

14. Other Resources • EID • EID Worksheet Calculation • www.hud.gov/offices/.../eidwkshtcalc.xls • Chapter 5. Calculation Problem Areas • www.hud.gov/.../05calculationsph.ppt

15. Questions?

16. What happens after training? • BomgarConnection support.tenmast.com • Tenmast Forums • Support • 877-359-5492 • Website • www.tenmast.com • Quick Start Guides on your desktop

17. The End