2- Enter Expected Move In Date Enter Bedroom size Click Next. Occupants Screen will appear.

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1 Refer to KPM-PRC146 Move In Procedure prior to completing this process. Process must not be completed until after applicant has been added to Waiting List. See Waiting List Step-By-Step. All documentation listed on KPM185 Move-In Checklist must be 100% collected/completed prior to completing any software steps, including RCM verifying Applicants program eligibility. 1- Log on to Yardi. Under Traffic, Click Affordable Waiting List. Waiting Lists for each bedroom size will appear Select Waiting List needed. Waiting List Detail will appear Click on Name of Applicant. Applicant Prospect Card & Preference screen will appear Enter Expected Move In Date Enter Bedroom size Click Next. Occupants Screen will appear Cancel Guest button can be pressed at any time during this process. 3- Occupants Screen: DO NOT USE. Click Next. Select Unit screen will appear Affordable Properties: Verify box is checked. Tax Credit Properties: Verify Tax Credit box is checked. Home Fund Properties: If Unit is assigned with Home Funds, Verify HOME box is checked Click Compliance button. Prospect Certification/Family Members screen will appear Click Edit. Edit Member window will appear. Family Member Data screen will appear. 5 Kier Property Management and Real Estate LLC Revised 07/28/15 LB 1

2 AFFORDABLE/TAX CREDIT MOVE-IN INSTRUCTIONS 6- Family Member Data: Relationship: Autofill s for HOH. Other members - from drop down menu, select relationship First/Middle/Last Name: Autofill s for HOH. Other members - enter ALL data requested Ethnicity: From drop down, select Ethnic Category as indicated by resident on form HUD H Sex: From drop down, select Gender Enter Date of Birth Enter Social Security Number Enter Alien Registration Number (if applicable) 6.7- F/T Student: If member is 18 years or older and a F/T Student, Check Box (not applicable to dependent F/T Students under age of 18) Disability Status: From drop down, select disability status (if applicable) Race: Select all that apply as indicated by resident on form HUD H Section: Elderly: Check box if member is 62 year of age or older Eligible Student: Check Box if F/T Student is a dependent under the age of Member Citizenship: From drop down, select option indicated by resident on form Exhibit 3-5 Citizenship Declaration. Training Note: Live In Aides = XX code Child Care- School/yr: If HOH pays child care to a source outside of the family in order to attend school or look for work, enter yearly amount paid Joint Custody Type: From drop down, select Joint Custody type as indicated on joint custody agreement documentation. NOTE: If subsidy is held by both custodial persons, the person listed as the PRIMARY Custodian is who receives the dependent allowance. If neither person is listed as Primary Custodian, the person who established subsidy first or can prove more than 50% occupancy is who receives the dependent allowance. 8- Tax Credit Section: Optional section. 9- Verification Letters: Section Not In Use. 10- Click Save Click Add New Member. Repeat steps until all members have been added. If no New Members, skip to step Click Next. Income screen will appear Optional Section Click Add New Income. Add New Income record will appear. If no Income, Skip to Step Kier Property Management and Real Estate LLC Revised 07/28/15 LB 2

3 13.2 AFFORDABLE/TAX CREDIT MOVE-IN INSTRUCTIONS 13- Referencing the Calculation Worksheet KPM241 and/or KPM241-TC & Income Verification, complete the following steps: Affordable: Check box Tax Credit: Check Tax Credit box. NOTE: If Tax Credit Income Calculation differs from Section 8, uncheck Tax Credit box. See step 18 for additional instruction on entering Tax Credit Income Income Data Member: From drop down, select member with income Income Source: From drop down, select income source Occupation (Tax Credit/Home): Enter Name of Employer SSN Claim Number: Enter SSN Claim Number including alphanumeric suffix (if applicable) Payment Frequency: From drop down, select payment frequency indicated on verification. 14- Current Wages - $/Hours: Enter Hourly Wage. NOTE: SS/SSI, etc. Enter Monthly Payment amount Enter Total Hours worked per pay period. NOTE: SS/SSI, etc. Enter payments received per month OT1 Rate & OT2 Rate: Repeat steps 14 thru 14.1 using Overtime Hourly Wage and Overtime Hours worked per pay period. 15- Anticipated Wage Change Enter date of Anticipated Wage Change Enter New Hourly Wage, Hours worked per pay period, New Overtime Hourly Wage and Overtime Hours worked per pay period Enter Commissions, Bonuses, Tips, etc Enter Other Annual Income See File Copy for Calculation: Check box Enter Date Verified NAHMA Field (Tax Credit/Home): From drop down, select Income Verification Source. 16- Expense Information Care Code: From drop down, select Care Code type Child Care-Work/yr: If HOH pays child care in order to work, enter yearly amount paid Click Save. 17- To Enter Additional Incomes- Repeat steps 12 thru If no additional Income, skip to step To Enter Tax Credit Income (as referenced above) - After clicking Add New Income, Check Tax Credit box and uncheck box. Repeat steps 12 thru Click Next. Asset screen will appear Example of Social Security Claim Number: A Social Security number of the deceased under which a family member receives survivor s benefits. Auto-fills Kier Property Management and Real Estate LLC Revised 07/28/15 LB 3

4 19- Click Add New Asset (if applicable). Add New Asset Record will appear. If no Assets, Skip to Step Referencing the Calculation Worksheet KPM241 & Asset Verification, complete the following steps. Asset Data Member: From drop down, select member with Asset Description: Enter Asset Title (financial institutions name & account type) Status: From drop down, select status type Date Divested: Enter Date asset sold or divested (if applicable) Enter Market Value Divestiture Cost: Enter cost to sell or divest the imputed asset (if applicable) Enter Cash Value Enter Annual Interest Actual Income/year: Auto fills Date Verified: Enter Date indicated on verification. 21- Asset Verification Source: From drop down, select verification source Verification Letters: Not In Use Click Save. If additional assets need to be added, repeat steps 19 thru Click Next. Expense Screen will appear C-Current Asset that the member now owns. I-Imputed Asset that the member sold or divested for less than fair market value within two years of the certification effective date Click Add New Expense (Senior/Disabled Only). Add New Expense Record will appear. If no Expenses, Skip to Step Kier Property Management and Real Estate LLC Revised 07/28/15 LB 4

5 AFFORDABLE/TAX CREDIT MOVE-IN INSTRUCTIONS 24- Referencing Calculation Worksheet KPM241 & Expense Verification, complete the following steps: Medical/Disability Expense Data Member: From drop down, select member paying expense Expense Type: From drop down, select expense type Description: Enter Expense Title (place of purchase & purchase type) Enter Expense Amount & Times/Period Expense per period: Auto fills Expense Frequency: From drop down, select how often the expense occurs Periods per year: Auto fills Expense/Year: Auto fills Verification Letters: Not In Use Click Save. If additional Expenses need to be added, repeat steps 23 thru Click Next. Household Information Screen will appear. M-Medical Medical expenses, such as doctors bills or prescription drugs. H-Disabled Expenses associated with a disability, such as transportation costs required to travel to work. Description (Place of Purchase & Purchase Type) examples: Walmart RX Dr. James Jones Dental work Apria Med. Equip. Medicare Insurance; Senior Services Transportation; Standard Optical Glasses; Household Information Subsidy Type: Auto fills with 1-Section Displacement Status: From drop down, select option that applies to household Previous Housing: From drop down, select option that applies to household Waiver Type: select option that applies to household (if applicable) Enter number of Unborn Children (if applicable) Enter number of Future Foster Children (if applicable) Enter number of Future Adoptees (if applicable) (Tax Credit/Home) Student Exception & PSR Social Services: From drop downs, select option that applies to household Click Next. Verification Screen will appear Student Exception Field is used when the household is comprised of ALL adult F/T Students, including Adult Dependent F/T Students. If there is a household member who is not a F/T Student or if there is a Minor (regardless of student status) in the household, this field is not applicable and will trigger an error message if an option is selected from the drop down menu. Yes The household receives social services required to be reported in tax credit state reports. No The household does not receive social services required to be reported in tax credit state reports. 27- Verification - This feature is currently inactive. Click Next. Validation Screen will appear Kier Property Management and Real Estate LLC Revised 07/28/15 LB 5

6 28- Validation: Qualified Household - All Verification Calculations and Calculation Worksheets (KPM241/KPM241- TC) MUST match Data shown on this screen. If there is mismatched information, re-verify all calculations and correct any clerical and/or data entry errors before proceeding. If unqualified household screen is showing contact RCM immediately, DO NOT PROCEED If qualified, Click Occupancy Check. Verify no duplicate SSN s Click Next. Select Unit Screen will appear Clicking the Occupancy Check button displays a report of people in your database who have the same Social Security number. This report helps you track people who may be occupying another unit under a different name Select Unit - Lease From Date: Auto fills. Verify date is correct Lease Term: Auto fills. Verify term is correct Lease to Date: Auto fills. Verify date is correct. Should be one year minus one day after Move-In Date (From Date 07/16/2015, To Date 07/15/2016) Move-In Date: Auto fills. Verify date matches Lease From Date Bedrooms: Auto fills. Verify bedroom size is correct Click Select on desired unit (if no units available contact RCM or Regional Software Specialist for assistance) Click Done. Rental Options screen will appear Kier Property Management and Real Estate LLC Revised 07/28/15 LB 6

7 30- Rental Options: NOT IN USE. Click Next. Concessions screen will appear Concessions: NOT IN USE. Click Next. Application screen will appear Application Form: NOT IN USE. Click Next. Application Charges screen will appear Application Charges: NOT IN USE (Conventional Properties with Tax Credit Layering - refer to Conventional Move In step by step for instructions on how to complete this screen). Click Next. Application Status screen will appear Click Approve. Approve Application window will appear Enter Date of approval Enter Time of approval Agent: From drop down, select agent Approval Comments: Optional Field Click Save Message Do you wish to approve this prospect? appears. Click OK. Execution screen will appear Kier Property Management and Real Estate LLC Revised 07/28/15 LB 7

8 35- Click Execute Lease. Execute Lease window will appear Enter Date of execution Enter Time of execution Agent: From drop down, select agent Execution Comments: Optional Field Click Save Message Do you wish to execute this lease? appears. Click OK. Resident screen will appear. 35 Move-In Dates can be adjusted here or at the Resident Screen. See instruction on page Printing the 50059: Affordable Data: Click MI Summary Record will appear Reports: From drop down, select Full Pack Click Go Full Pack will appear. Review for accuracy Print one copy. Manager and Resident(s) must sign and accurately date all documents. Return to Resident Screen. If property is not layered with Tax Credit or Home Funds, Skip to Step NOTE: Tax Credit & Home Fund Properties must validate the Tax Credit & Home Fund MI Certifications and enter a Completion Date prior to completing the Move-In Function. Kier Property Management and Real Estate LLC Revised 07/28/15 LB 8

9 37- Validating Tax Credit Data: Affordable Tax Credit Data: Click MI. Tax Credit Summary Record will appear Review for accuracy Click Save. Passed Validation message will appear in green Enter Date Completed NOTE: Once the completion date is entered no changes can be made to the Tax Credit Certification Click Save. Return to Resident Screen. If Unit has Home Funds, Repeat Steps 37 thru 37.4 beginning at Affordable - Home Fund Data MI At this time Kier does not use the TIC available in Yardi. Using Verifications and Calculation Worksheet KPM241-TC, Create Tenant Income Certification (KPM117). Print one copy. Manager and Resident(s) must sign and accurately date all documents Organize all Move-In documentation in the order specified on each program type Move-In Checklist (KPM185). 39- Scan all documentation (excluding EIV) to appropriate EFS (Electronic Filing System) folder (see applicable Scanning Step-By-Step instruction). NOTE: Original Move-In/Move-Out Inspection form and Estimated Move- Out Cost Schedule stay onsite. Make photo copies for the Corporate/Main Office file. 40- Using a two-hole prong fastener, secure all documentation into Legal Folder as indicated on Move-In Checklist (KPM185). Move-In files are required to be turned in to the RCM no later than 3 to 5 days after date of Move-In A How to Adjust A Move In Date A- Go to Prospect s Resident Screen, From Functions drop down menu, Click Adjust Move In Dates. Adjust Dates Screen will appear. B- Complete all Blue fields. C- Click Submit B C A How To Cancel A Move In A- Go to Prospect s Resident Screen, From Functions drop down menu, Click Cancel Move In. Cancel Future Move In screen will appear. B- Complete all Blue fields. C- Click Submit. Applicant screen will appear with message: Warning: This record was created in or converted to the leasing work flow. To edit or change please use the Guest Card. B C End of Document Kier Property Management and Real Estate LLC Revised 07/28/15 LB 9