To access and fill out a Payment Worksheet, complete the following steps from the AWARDS Home screen:

1. Click Administration from the left-hand menu, and then click Operations.  The Operations fly-out menu is displayed.
2. Click Rent & Utilities.  The Rent & Utilities menu page is displayed. 

3. Click the Residence Street Addresses drop-down arrow and select the address or residential program associated with the consumer for whom the Payment Worksheet is to be filled out.
4. Click the Database drop-down arrow and select "Data Entry."
5. Click Rental Worksheets.  The Rental Worksheets settings page is displayed.

6. Click the Renter drop-down arrow and select the consumer for whom the Payment Worksheet is to be filled out.

  NOTE: The Renter selection list is composed of all consumers currently occupying an apartment at the selected program or address.

7. Click the Form drop-down arrow and select "Payment."
8. Confirm that the Database selection is set to "Data Entry."
9. Click CONTINUE.  If there is not a current Payment Worksheet for this consumer, the Consumer Rental Payment Worksheet page is displayed.  Continue with step 12 for more information on filling out the worksheet.

If there IS a current Payment Worksheet for this consumer, you are instead presented with the option to Edit Existing Payment Worksheet or to Close Out Current Payment and Stipend Worksheets and Create New Payment and Stipend Worksheets.  Continue with step 10.

10. Click the radio button next to the worksheet option that meets your needs.  If you choose the close out option, be sure to specify an effective date for the new Payment and Stipend worksheets in the corresponding date field (using mm/dd/yyyy format).

  TIP: When a new worksheet is created, all entitlement records associated with the existing worksheet are automatically closed.

11. Click CONTINUE.  The Consumer Rental Payment Worksheet page is displayed.
12. Configure the required fields and options on this page as follows:

  Effective - This field contains either the existing effective date (when editing a current Payment Worksheet) or the new effective date you specified on the previous page (when creating a new Payment Worksheet).  To make changes to the date in either of these cases, overwrite the date that's presently there using mm/dd/yyyy format.

  Consumer Rental Payment - A consumer rental payment value automatically drops into this field when the worksheet is opened.  This default value is calculated using entitlements information (30% of the net income minus the estimated utility cost), but can be adjusted here if you must override the calculated amount.

  Consumer Payment to - Indicate who the consumer payment is being made to by clicking one of the available radio buttons:  "Directly to Landlord" or "[your agency]."  When working with existing worksheets the previously chosen option remains selected by default but can be changed at this time.

All other information on this worksheet is read-only, and is drawn from data entry done in the AWARDS Entitlements module.  For example, the net income found on the Payment Worksheet is the sum of all income-generating entitlements, minus any adjustments.

13. To enter new entitlements information, or to update existing information, click Entitlements.  An instructional pop-up is displayed, letting you know that any estimated utilities costs or public shelter allowance information must be entered into a Miscellaneous Entitlements record.

  TIP: If it is not necessary to enter or update entitlements records at this time, please skip to step 16.

14. Click OK to acknowledge the entitlements data entry instructions.  The Certified Entitlements page is displayed.
15. At this time a new entitlements record can be entered, or an existing record updated.  Use the following guidelines when determining what type of entitlement should be entered:

  Income-Generating Entitlements - This type of entitlement record should be used when entering SSD, SSI, net wage, or other income source information.

  Income Adjustments - This type of entitlement record should be used when entering adjustment information.

  Miscellaneous Entitlements - This type of entitlement record should be used when entering estimated utilities costs or public assistance shelter allowance information.  (If the consumer receives public assistance and 30% of their net income is less than the public assistance shelter allowance, the consumer rental payment will be the public shelter allowance amount.)

Once the data entry is complete for the selected entitlement and you have clicked UPDATE, the Payment Worksheet is re-displayed.

  TIP:  For more information on entering or updating entitlement records, click here.

16. Click SAVE.  A read-only report version of the Payment Worksheet is displayed.

If in step 10, above, you chose to close out both the Payment and Stipend Worksheets, click Stipend Form to fill out the newly created Stipend Worksheet.  For more information on doing so, see Filling Out a Stipend Worksheet, beginning with step 10.

The process of filling out a Payment Worksheet is now complete. 

  https://demodb.footholdtechnology.com/help/?11076