2011 Updated PIH-EIV System 9.2.1 Training Part 2 10/27/2011

WELCOME BACK FROM THE BREAK.
NOW YEAR GOING TO GET INTO HOW
TO GET ACCESS TO THE EIV SYSTEM.
VERY SIMPLE PROCESS.
IN ESSENCE, THE HOUSING
AUTHORITY DIRECTOR AND/OR OTHER
OFFICIALS WILL DETERMINE WHO
NEEDS TO HAVE ACCESS TO EIV AND
ACTUALLY AUTHORIZE THESE
INDIVIDUALS TO HAVE ACCESS TO
EIV AND
I WANT TO LET YOU KNOW THE HUD
FORM 5276 IS A PAPER FORM.
HOWEVER WE'RE GOING TO MAKE THIS
TOTALLY AUTOMATED SPRING 2012.
BASICALLY YOUR EIV ACCESS FOR
THE EXCEPTION OF THIS HUD FORM
5276.
ALL OF THAT TEXT WILL BE
EMBEDDED INTO EIV.
ONCE A USER'S ACCESS IS SET UP
AND APPROVED, WHEN THEY LOG ON
TO EIV LIKE YOU'RE DOING NOW,
YOU'RE
BOX, CONFIRMING TO THE RULES OF
BEHAVIOR AND SO FORTH.
THAT PROCESS WILL BE AUTOMATED
WITH THE SPRING 2012.
I DID WANT TO SHARE THAT WITH
YOU.
THAT IS COMING.
THAT FORM WILL BE EMBEDDED.
THE CONTENT OF THE FORM WILL BE
EMBEDDED INTO THE ACTUAL
SYSTEM BECAUSE KEEP IN MIND,
YOU'RE USER I.D. IS LINKED TO
YOUR NAME AND ALSO YOUR PHA
ASSIGNMENT IS DONE IN THE WES
SYSTEM.
WE HAVE ALL THESE
HUD.
I'M GLAD HUD IS NOT ONE OF THOSE
SYSTEMS.
BUT WE'VE GOT NAS, TAS, PAS,
WAS.
EIV.
NOTICE THAT EIV IS FIRST ON THE
LIST IN THE HUD SECURE SYSTEM.
YOU KNOW WHY?
BECAUSE EIV IS NUMBER 1!
[LAUGHTER]
OKAY.
SO ONE THING I WANT TO REMIND
FOLKS, AS I MENTIONED EARLIER,
READING IS FUNDAMENTAL.
OKAY?
WHEN YOU'RE TRYING TO DECIDE
WHAT ROLE AN EIV USER SHOULD
HAVE, I WANT YOU TO PAY SPECIAL
ATTENTION TO THE EIV FORM 52676
FORM TO THE INSTRUCTIONS.
THE INSTRUCTIONS OUTLINE THE
VARIOUS ROLES WITHIN EIV AND
OUTLINE WHAT ACTIVITIES THAT
USER WILL BE ABLE TO DO WITH
THAT
NOW, I DO WANT TO MAKE MENTION
THAT PHA HIRED MANAGEMENT AGENTS
CAN HAVE ACCESS TO PIH AS
AUTHORIZED BY YOU THE HOUSING
AUTHORITY, NOT BY THE PHA HIRE
ARE HELD ACCOUNTABLE JUST AS YOU
ARE WITH RESPECT TO IMPLEMENTING
THE VARIOUS ADMINISTRATIVE
PHYSICAL AND TECHNICAL
SAFEGUARDS TO PROTECT THE EIV
INFORMATION.
HUD STAFF ARE NOT REQUIRED TO
COMPLETE THE 52676 FORM.
AS OF RIGHT NOW, FOR THE PAPER
FORMS OF THE HUD FORM 52676,
THOSE FORMS SHOULD BE SUBMITTED
TO THE EIV COORDINATOR IN YOUR
LOCAL HUD OFFICE
SNAIL MAIL, E-MAIL OR FAX.
OKAY?
YOUR HUD FIELD OFFICE APPROVES
ALL OF YOUR EIV ACCESS REQUESTS.
OKAY?
BASICALLY WHEN THE EIV USER
ADMINISTRATOR GOES INTO EIV AND
ASSIGNING THE APPLICABLE ROLE
FOR USER, THAT GENERATES A
PENDING ACCESS REQUEST FOR THE
HUD FIELD OFFICE TO APPROVE.
SO THE USER ADMINISTRATOR, WHILE
THEY HAVE THE ABILITY TO ASSIGN
THE ROLE, THE ACTUAL APPROVAL IS
DONE BY THE HUD FIELD OFFICE.
APPROVE THAT ROLE ONCE THEY HAVE
CONFIRMED THAT YOU HAVE SIGNED
THE APPLICABLE 52676 FORM.
WHEN WE GO TO AN AUTOMATED
PROCESS, THERE WILL BE NO FORM
AND THE FIELD OFFICE BASICALLY
WILL LOG
DENY ALL OF THE PENDING ACCESS
REQUESTS.
DO KEEP IN MIND THAT YOUR EIV
ACCESS IS LINKED TO YOUR
SECURITY INFRASTRUCTURE WITHIN
PIC.
SO THAT MEANS THAT IF IN PIC YOU
HAVE
CODE CA 001, THAT'S WHAT YOU'LL
HAVE ACCESS TO IN PIC.
AND YOU MUST BE ACTIVE IN PIC IN
ORDER TO BE SEEN BY EIV AS AN
AUTHORIZED USER.
NOW, DO UNDERSTAND THAT GUEST
PIC USERS CANNOT HAVE ACCESS TO
EIV.
ONE OF THE CONCERNS THAT I GET
ALL THE TIME IS HEY, THIS PERSON
HAS PIC ACCESS.
WHY CAN'T I SEE THEM IN EIV?
WHY CAN'T I GRANT THEM EIV
ACCESS?

USERS.
THE USER HAS TO BE CLASSIFIED AS
AN HA USER IN PIC IN ORDER FOR
THAT USER TO BE DISPLAYED IN
EIV.
EIV COPIES THE PIC
SO FOR EXAMPLE, IF YOU HAVE A
NEW USER THAT YOU SIGN UP IN PIC
OR GET THEIR ACCESS SITUATED IN
PIC, YOU WILL NOT BE ABLE TO SEE
THAT USER IN EIV AT THIS MOMENT
BECAUSE EIV COPIES THE PIC
INFORMATION NIGHTLY.

PERSON THE FOLLOWING DAY.
TYPICALLY EIV STARTS COPYING PIC
DATA AROUND 5:00 P.M. EASTERN
STANDARD TIME.
SO IF YOU GRANT SOMEBODY -- IF
YOU'RE ON THE WEST COAST AND
ASSIGNING ACCESS AT 8:00 P.M.
EST, IT'S NOT THE
BUT THE FOLLOWING DAY AFTER
THAT.
WE TYPICALLY START COPYING FILES
AT 5:00 P.M. EASTERN STANDARD
TIME.
ONCE YOUR FIELD OFFICE HAS
APPROVED THE PHA USER
ADMINISTR
YOU'RE A BRAND NEW HOUSING
AUTHORITY EMPLOYEE.
YOU'RE GOING TO BE THE
DESIGNATED ADMINISTRATOR.
ONCE THE HUD OFFICE HAS APPROVED
YOUR ACCESS, YOU HAVE ABILITY TO
ASSIGN ROLES TO OTHER USERS AND
DO THE CERTIFICATION PROCESS AND
ALL THAT GOOD STUFF.
AND YOU CAN CREATE THE ACCESS
FOR ADDITIONAL STAFF BY CHECKING
ON THE APPLICABLE CHECK BOXES.
I'M GOING TO SHOW YOU IN JUST A
MINUTE IN THE USER
ADMINISTRATION BY USER'S
FUNCTION WITHIN EIV.
WHEN YOU CHECK THOSE CHECK
AND CLICK ON THE UPDATE BUTTON,
THE SYSTEM WILL SHOW THE STATUS
OF THAT USER AS PENDING.
OKAY?
IF YOU HAVE A USER THAT IS GOING
TO BE A PUBLIC HOUSING USER, YOU
MUST ENSURE ONCE THE
APPROVES, YOU HAVE TO ASSIGN THE
AMPs TO THAT USER.
IF YOU DO NOT, WHEN THE USER
TRIES TO ACCESS PUBLIC HOUSING
TENANT INFORMATION, THEY'RE
GOING TO GET AN ERROR MESSAGE
SAYING YOU'RE NOT
VIEW THAT INFORMATION.
SO FOR PUBLIC HOUSING USERS,
THEY MUST BE ASSIGNED THE
PROJECT CODES TO THE USER I.D.
BY CLICKING ON THE PENCIL.
NOW, WHAT I WANT TO DO IS GO
THROUGH THE VARIOUS USER ROLES.
THE FIRST THING, THE PHA PUBLIC
HOUSING ROLE, THIS ROLE IS THE
ABILITY FOR AN INDIVIDUAL TO
ACCESS THE DEBTS OWED TO PHAs
AND TERMINATION REPORT, SEARCH
FOR FORMER TENANT INFORMATION
AND ALSO VIEW TENANT INCOME
INFORMATION AND THE VARIOUS
RE
TENANTS ONLY.
AND FOR THOSE PUBLIC HOUSING
TENANTS THAT ARE ASSIGNED WITHIN
THE ASSIGNED PROJECT ASSIGNED TO
THE USER I.D.
IF YOU HAVE PROJECTS ONE, TWO
AND THREE ASSIGNED TO YOUR USER
I.D., YOU CAN ONLY SEE PUBLIC
HOUSING INFORMATION FOR THO
ASSIGNED PROJECTS.
ANYTHING OUTSIDE OF THE
PORTFOLIO THAT YOU'RE ASSIGNED,
YOU GET AN ERROR MESSAGE SAYING
YOU'RE NOT ASSIGNED FOR THAT
INFORMATION.
ON THE OTHER HAND, YOUR PHA
OCCUPANCY VOUCHER PROGRAM, SAME
ROLES,
ALL SECTION 8 TENANTS WITHIN
YOUR PORTFOLIO.
YOUR PHA OCCUPANCY APPLICATION
PROCESSER ROLE IS A LIMITED
ROLE.
THIS INDIVIDUAL IS NOT
AUTHORIZED TO
INCOME INFORMATION.
THIS INDIVIDUAL IS AUTHORIZED TO
ACCESS THE DEBTS OWED TO PHAs
AND TERMINATION RECORD AND THE
SUBSIDY REPORT, THE TENANT
SEARCH AND THE FORMER TENANT
SEARCH.
THAT'S IT.
FOLKS, PLEASE STOP CHECKING
ADMINISTRATION.
OKAY?
YOU'RE CONFUSING THE SYSTEM.
IF YOU TELL THE SYSTEM YOU WANT
THE APPLICATION PROCESSER ROLE,
YOU'RE TELLING THE SYSTEM I WANT
MY ACCESS TO BE RESTRICTED,
LIMITED TO THIS LITTLE BIT.
AND IF YOU TURN AROUND AND C
THAT SAYS I'M SUPPOSED TO LOOK
AT EVERYTHING.
OKAY?
NOW, I'M GOING TO TRY TO MODIFY
THE SYSTEM SO YOU CAN'T CHECK
CHECK BOXES YOU HAVE NO BUSINESS
CHECKING.
PEOPLE HAVE ACCESS PROBLEMS
BECAUSE THEY HAVE ASSIGNED
THEMSELVES THE APPLICATION
PROCESSER ROLE ALONG WITH THE
PHA HOUSING ROLE.
THIS IS A LIMITED ROLE.
WE CREATED THIS ROLE BECAUSE
THERE WERE HOUSING AUTHORITIES
THAT SAID WE WANT OUR PEOPLE

SECTION 8 APPLICATIONS TO BE
ABLE TO SCREEN THESE FOLKS AND
SEE IF THEY'RE FORMER TENANTS,
SEE IF THEY'RE AN EXISTING
TENANT OR IF THEY OWE A DEBT TO
AN INDIVIDUAL.
SEE IF THEY'RE RECEIVING
ASSISTANCE ACROSS MULTIPLE HUD
PROGRAMS.
SO WE
FOR THAT PURPOSE AND THAT
PURPOSE ONLY.
OKAY.
YOUR PROGRAM ADMINISTRATOR
PUBLIC HOUSING ROLE, THIS IS A
ROLE THAT ALLOWS FOR AN
INDIVIDUAL TO REVIEW, ENTER,
UPDATE OR DELETE DEBTS OWED TO
PHAs AND ADVERSE INF
AS WELL AS ACCESSING THE DEBTS
OWED AND EXECUTING THE SEARCH
FOR FORMER TENANT SEARCH FOR THE
PUBLIC HOUSING PROGRAM.
YOUR PROGRAM ADMINISTRATOR FOR
THE VOUCHER PROGRAM IS
FUNCTIONS, BUT FOR THE VOUCHER
PROGRAM.
OKAY?
AGAIN, THE ABILITY TO ENTER,
DELETE, ADVERSE INFORMATION,
SEARCH FOR FORMER TENANTS AND SO
FORTH.
YOUR PHA
THAT.
THE ADMINISTRATOR THAT HAS THE
ABILITY TO ASSIGN ROLES TO AN
INDIVIDUAL, MODIFY ACCESS BY
REMOVING ASSIGNED ROLES,
CERTIFYING USERS, TERMINATING
EIV ACCESS AS WELL AS VIEWING
USER ROLE HISTORY AND
CERTIFICATION REPORT.
YOUR PHA SECURITY ADMINISTRATOR
IS YOUR SECURITY TOP.
THAT'S THE PERSON WHO IS LOOKING
TO SEE IF, YOU KNOW, LUIGI IS
LOOKING AT USER INFORMATION AT
2:00 A.M. WHEN THE OFFICE HOURS
PERSON THAT IS ALLOWED TO
MONITOR STAFF ACCESS TO THE EIV
SYSTEM BY VIEWING VARIOUS EIV
AUDIT REPORTS LIKE YOUR USER
SESSION AND ACTIVITY REPORTS AS
WELL AS YOUR TENANT DATA ACCESS.
POLICE UNDERSTAND ANY TIME YOU
ACCESS TENANT
LEAVING A PAW PRINT.
WHAT I MEAN BY THAT IS IF YOU
ACCESS PEGGY SUE'S INFORMATION,
IT WILL SHOW THE DATE AND THE
TIME THAT YOU ACCESSED THAT
INFORMATION.
IT WILL ALSO SHOW US IF YOU
ACCESSED THAT INFORMATION EITHER
THROUGH PUTTING IN
SOCIAL SECURITY NUMBER OF THAT
INDIVIDUAL OR IF YOU ACCESS THAT
INFORMATION WITHIN THE BATCH
REPORT.
OKAY?
A USER MAY BE ASSIGNED MULTIPLE
ROLES.
PLEASE ENSURE THAT
YOUR AGENCY AT LEAST ONE PERSON
WITH THE APPLICABLE OCCUPANCY
ROLE.
FOR EXAMPLE, IF YOU ADMINISTER
BOTH THE PUBLIC HOUSING AND
SECTION 8 PROGRAMS, YOU WANT TO
MAKE SURE
OCCUPANCY USER AND A PUBLIC
HOUSING USER.
IF IT'S JUST SECTION 8, YOU'LL
JUST HAVE A SECTION 8 USER.
YOUR OCCUPANCY USER ROLE SHOULD
ONLY BE ASSIGNED TO PEOPLE THAT
HAVE A NEED
PURPOSES DOING -- WHETHER IT'S
PROGRAM COMPLIANCE, ELIGIBILITY,
WHERE IS OUR INVESTIGATOR FROM
D.C.
LARRY.
IF YOU INVESTIGATING FOLKS AND
YOU NEED TO BE CHECKING SOMEBODY
OUT, YES, YOU NEED
EIV.
BUT YOUR MAINTENANCE WORKER, HE
DOESN'T NEED ACCESS TO EIV.
OKAY?
ONE OF THE QUESTIONS ON THE EIV
QUESTIONNAIRE, WHO SHOULD HAVE
ACCESS TO THE EIV SYSTEM.
YOU KNOW, BASICALLY IT'S ANYONE
WHO HAS A NEED TO K
PURPOSES OF CARRYING OUT THE
ADMINISTRATION OF THE PUBLIC
HOUSING OR HOUSING CHOICE
VOUCHER SECTION 8 PROGRAM OR
PROGRAM COMPLIANCE.
YOUR TRUCK DRIVER THAT IS MAKING
THE DELIVERIES, HE DOES NOT
ACCESS TO EIV.
SO DON'T EVEN WASTE YOUR TIME
DOING THAT.
OKAY?
YOUR USERS ADMINISTRATOR SHOULD
NOT BE THE SECURITY
ADMINISTRATOR.
THAT'S LIKE THE BAD COP CHASING
THE GOOD COP.
YOUR USER ADMINISTRATOR AND
SECURITY ADMINISTRATOR SHOULD BE
ARE A SMALL HOUSING AUTHORITY.
IF IT'S AN E.D. AND ONE PERSON
RUNNING THE SHOW, GUESS WHAT?
YA'LL GOING TO HAVE EVERYTHING.
BUT IF YOU'RE SEATTLE HOUSING
AUTHORITY, I DON'T WANT TO SEE,
YOU KNOW, FIVE PEOPLE ALL
THE SAME ROLES.
THERE NEEDS TO BE CHECKS AND
BALANCES.
MAKING SURE EVERYTHING IS IN ITS
PROPER ORDER AND, YOU KNOW,
CHECKS AND BALANCES.
ONE HAND CHECKS THIS ONE, THIS
HAND CHECKS THAT ONE.
YOU DON'T WANT BOTH -- YOU KNOW,
YOU DON'T WANT YOUR -- THAT'S
LI
HIMSELF.
WELL, YOU KNOW WHAT NICHOLE?
I GOING TO WRITE MYSELF A TICKET
BECAUSE I WENT FIVE MILES OVER
THE SPEED LIMIT.
NOT!
THAT DOESN'T MAKE SENSE.
SO EVERYTHING IS LOGICAL
RATIONAL.
IT'S LIKE DANG, I DON'T WANT TO
WASTE THAT PAPER.
IT HAPPENS.
OKAY?
YOUR FOLKS SHOULD HAVE AT LEAST
TWO USER
SECURITY ADMINISTRATORS.
AGAIN, UNLESS YOU ARE A SMALL
HOUSING AUTHORITY.
THE REASON WHY WE SHOULD SAY YOU
SHOULD HAVE AT LEAST TWO, IF
PEGGY GOES OUT ON MATERNITY
LEAVE OR IF JOHN HITS THE
LOTTERY AND HE'S NOT
BACK, YOU NEED A BACKUP.
OKAY?
YOU HAVE TO MAKE SURE YOU HAVE
AT LEAST TWO.
IF YOU'RE A SMALL HOUSING
AUTHORITY, IT'S UNDERSTANDABLE
THAT YOU DON'T HAVE TWO.
YOUR USER ADMINISTRATION BY
USERS NOTICE HERE, USER
ADMINISTRATION IS YOUR HEADER.
YOU'LL CLICK ON THE BY
LINK TO REQUEST ACCESS OR MODIFY
ACCESS.
YOUR USER ADMINISTRATORS
AUTHORIZED TO ADD AND REMOVE EIV
ACCESS ROLES WITHIN THE AGENCY.
ADDITIONAL OTHER ROLES BY THE
USER ADMINISTRATOR GENERATES A
PENDING ACCESS REQUEST FOR YOUR
LOCAL FIELD OFFICE
WITHIN THE EIV SYSTEM.
THE HUD USER ADMINISTRATOR IS
AUTHORIZED TO ADD AND REMOVE
ROLES FOR ANYONE.
SO LIKE FOR EXAMPLE, IF YOU
DIDN'T HAVE A USER ADMINISTRATOR
AT YOUR AGENCY, THE ONLY WAY
YOU'LL GET SOMEBODY TO GET
ACCESS IS IF YOUR EIV
COORDINATOR IN A LOCAL HUD
OFFICE ACTUALLY DOES THE ROLE
ASSIGNMENT.
SO IN THAT CASE, YOU WOULDN'T
EVEN SEE THAT PROCESS WHERE IT
GOES FROM NO STATUS TO PENDING
TO APPROVED.
YOU WOULD JUST SEE STATUS GO
FROM NO STATUS TO APPROVE.
OKAY?
IF THAT MAKES SENSE.
IF YOU HAVE A USER
ADMINISTRATOR, IT'S GOING TO BE
BLANK, WHICH IS NO STATUS.
WHEN YOU MAKE THE REQUEST OF THE
USER ADMINISTRATOR, IT'S GOING
TO GO TO A PENDING STATUS.
AND THAT PENDING STATUS IS THERE
FOR THE FIELD OFFICE TO APPROVE
FOR YOU.
OKAY?
SO YOU'LL SEE IT GO FROM BLANK,
IF YOUR ACCESS HAS NOT BEEN
APPROVED WITHIN AT LEAST, YOU
KNOW, THREE DAYS, YOU NEED TO
PICK UP THE PHONE AND CALL YOUR
HUD OFFICE AND SAY HEY, I HAVE A
PENDING ACCESS REQUEST.
I DO TRY TO STAY ON TOP OF OUR
EIV CO
THEY'RE CHECKING THE PENDING
ACCESS REQUESTS ON A REGULAR
BASIS TO MAKE SURE THEY'RE DOING
APPROVALS FOR YOU.
PLEASE KEEP IN MIND THAT ME AND
HUD HEADQUARTERS, MOST OF YOU I
DO NOT KNOW.
OKAY?
SO IF YOU WRITE IN AND
I NEED EIV ACCESS, I'M GOING TO
REFER YOU BACK TO YOUR LOCAL HUD
OFFICE.
FIRST OF ALL, I DON'T EVEN KNOW
WHAT ACCESS YOU'RE SUPPOSED TO
HAVE.
NOR DOING KNOW WHETHER OR NOT
YOU'RE AUTHORIZED TO HAVE EIV
ACCESS.
IF YOU'LL RECALL BACK IN APRIL
OF 2011, I
MESSAGE SAYING THAT THIS IS THE
EIV ACCESS PROTOCOL.
ALL EIV ACCESS ISSUES ARE
HANDLED LOCALLY.
IN THE EVENT YOUR HUD OFFICE IS
UNABLE TO RESOLVE YOUR ISSUES,
YOU CAN ELEVATE IT TO ME IN
HEADQUARTERS WITH A COPY TO YOUR
LOCAL OFFICE.
THE REASON I HAD TO DO THAT, WE
HAD SOME INDIVIDUALS, THEY WROTE
IN, THEY'RE LIKE NICHOLE, I'VE
BEEN TRYING TO GET ANY EIV
ACCESS SQUARED A WAY THE LAST 15
YEARS.
WHEN AM I GOI
FIRST OF ALL, EIV HASN'T BEEN
AROUND 15 YEARS.
THAT'S BEHIND NUMBER 1 THAT
YOU'RE NOT WHO YOU SAY YOU ARE.
LET'S SAY YOU ARE.
HOW DO I KNOW -- HOW DOES
NICHOLE FAISON KNOW THAT YOU'RE
SUPPOSED TO HAVE ACCE
LOCAL HUD OFFICE, YOU HAVEN'T
PROVIDED ME WITH YOUR USER I.D.
ALL YOU HAVE GIVEN ME IS A NAME.
GRANTED IF YOU GIVE ME A NAME, I
CAN SEARCH YOU THROUGH THE
DATABASE TO FIND YOU.
BUT YOU KNOW, I GO BY NICHOLE,
BUT YOU
CALL ME NICH.
SO IF I SAY HEY, NICH FAISON
NEEDS EIV ACCESS AND I SEARCH
THE DATABASE FOR NICH FAISON,
NOTHING WILL COME UP.
A LOT OF TIMES PEOPLE USE THEIR
NICKNAMES.
YOU KNOW, LINDSE
SHE'S REALLY LINDA.
BUT I GOOGLED LINDSEY AND
LINDSEY DOESN'T COME UP IN THE
SYSTEM.
SO WE WANT TO MAKE SURE THAT THE
EIV ACCESS PROTOCOL IS FOLLOWED
TO THE T.
YOU KNOW, IF YOU END UP IN MY
MAILBOX IN WASHINGTON D.C., I'M
GOING TO HAVE TO CONFIRM THAT
YOU'RE SUPPOSED TO HAVE EIV
ACCESS.
UNFORTUNATELY -- I LOVE EIV.
WHEN YOU TELL ME YOU CAN'T
ACCESS EIV, I'M LIKE WE HAVE TO
GET THEM CONNECTED.
AND I HAVE GOTTEN SOME PEOPLE
BUSINESS BEING CONNECTED.
OKAY?
IE, THE PERSON THAT JUST GOT
FIRED YESTERDAY AND THEIR ACCESS
WAS TERMINATED.
THAT'S WHY WE GO THROUGH THAT
PROCESS.
I'M LIKE HEY, IF YOU COME TO
WASHINGTON, I NEED YOUR 52676

THE REQUEST THAT SAYS HEY, I
KNOW I HAVE A PROBLEM AND THEY
WEREN'T ABLE TO RESOLVE IT IN
THEIR 24 HOUR PERIOD.
IN MY MIND -- I'M ONE PERSON.
YOU HAVE TO WORK WITH YOUR LOCAL
FIELD OFFICE.
IN MY MIND, EIV SHOULD HAVE

YOUR EIV ACCESS IS CONTROLLED BY
A CLICK.
AND A CLICK TAKES TWO SECONDS.
BUT YOUR FIELD OFFICES, THEY
HAVE MANY, MANY PRIORITIES.
SO THEY DO THEIR EIV ACCESS
TYPICALLY WITHIN A
PERIOD.
SO IF BY SOME CHANCE THE LOCAL
HUD OFFICE IS OUT OF THE OFFICE
AND THERE'S NO ONE THERE TO DO
IT, I CAN DO IT FOR YOU AS LONG
AS I HAVE THE HUD FORM 52676 AND
YOUR LOCAL HUD OFFICE IS COPIED
ON THAT
WORKING THAT OUT FOR YOU.
OKAY?
ALL RIGHT.
HERE'S YOUR USER ADMINISTRATION
BY USER SCREEN.
BASICALLY IT'S VERY SIMPLISTIC.
EITHER YOU ENTER THE LAST NAME
OR THE USER ID.
FOR BRAND NEW EIV USERS, WHAT
YOU'LL
SIX-DIGIT USER I.D. WHICH BEGINS
WITH THE LETTER M AND IS
FOLLOWED BY OTHER LETTERS OR
NUMBERS.
AND DO YOUR SEARCH BY THAT.
AND THAT INDIVIDUAL WILL POP UP
FOR YOU
ROLES TO ASSIGN TO THE USER.
NOTICE HERE, THIS IS WHAT THE
SCREEN LOOKS LIKE WHEN YOU'RE
READY TO ASSIGN ROLES TO A USER.
NOTICE THERE'S NO CHECK BOXES
HERE.
YOU'LL CHECK THE APPLICABLE
CHECK BOXES.
DO NOT CHECK ALL OF
BOXES.
I KNOW YA'LL.
I'M GUILTY OF IT.
I'M CLICKER HAPPY.
YOU SEE A CHECK BOX, YOUR LIKE I
WANT IT ALL.
GIVE IT TO ME.
YOU DON'T NEED EVERYTHING, OKAY?
YOU WANT TO MAKE SURE YOU'RE
ADDING THE ROLES THAT ARE
APPLICABLE TO THAT PARTICULAR
USER.
OKAY?
LARRY IS IN INVESTIGATIONS.
HE'S NOT GOING TO BE ENTERING
DEBT OWED INFORMATION TO EIV.
THAT'S THE RESPONSIBILITY OF HIS
COLLEAGUES.
THEY'RE GOING TO DO THAT.
LARRY, OF COURSE, MAY WANT TO
REPORTS TO SEE WHICH ONE OF HIS
TENANTS WHO IS SHOWING UP
SOMEWHERE ELSE AT ANOTHER
HOUSING AUTHORITY AND THEY OWE
HIM MONEY SO HE CAN FOLLOW UP
WITH THAT AND COLLECT THAT
PAPER.
RIGHT, LARRY?
LARRY IS GOING TO
MONEY.
ALL RIGHT.
NOTICE HERE AS WE TRANSITION.
IT WAS BLANK.
HERE I ASKED TO APPROVE THIS
INDIVIDUAL'S ACCESS.
NOTICE IT SAYS "APPROVED."
IF THE USER ADMINISTRATOR HAD
CHECKED TH
THAT "UPDATE" BUTTON IT WOULD
HAVE SAID "PENDING."
OKAY?
THE PENDING MEANS IT'S TIME FOR
THE HUD PERSON TO APPROVE IT.
BUT I WENT IN AND HOOKED THIS
PERSON UP WITH EIV ACCESS.
ONCE I CLICK THAT BUTTON, IT
AUTOMATICALLY FLAGS IT
APPROVED.
INSTANTANEOUS.
OKAY?
SO ONCE IT SAYS "APPROVED" THE
GATES OF EIV HAVE OPENED FOR
YOU.
NOTICE THE LITTLE PENCIL HERE
NEXT TO THE PSA OCCUPANCY PUBLIC
HOUSING ROLE.
HERE IT
HOWEVER, REMEMBER, FOR PUBLIC
HOUSING, YOU HAVE TO SIGN THE
PROJECT TO THE USER I.D. SO THAT
THEY CAN ACTUALLY SEE INCOME
INFORMATION WITHOUT GETTING THE
ERROR MESSAGE.
WHEN YOU CLICK ON THAT LITTLE
PENCIL, HERE'S ALL THE LISTS
YOUR HOUSING AUTHORITY'S PROJECT
CODES AS REFLECTED IN PIC.
OKAY?
IF YOU HAVE A DEVELOPMENT THAT
IS A NEW CONSTRUCTION THAT YOU
HAVE JUST FINISHED, KEEP IN MIND
UNTIL
CLASSIFIED IN PIC AS AVAILABLE
FOR OCCUPANCY, THAT PROJECT THAT
NEW PROJECT CODE IS NOT GOING TO
APPEAR IN THE DROP-DOWN LIST
HERE OR THE LIST OF AVAILABLE
PROJECTS TO ADD TO A PARTICULAR
USER
OKAY?
SO THE NEW DEVELOPMENT HAS TO BE
CLASSIFIED AS, YOU KNOW, READY
FOR OCCUPANCY.
IF IT'S STILL IN THE STATUS OF,
YOU KNOW, NEW CONSTRUCTION, IT'S
NOT GOING TO SHOW UP.
CHECK THE
CODES.
IN SOME CASES YOU MAY SEE
PROJECT CODES WITH EIGHT DIGITS.
THOSE ARE THE OLD PROJECT CODES.
THE PIC TEAM HAS NOT DONE AWAY
WITH THOSE EIGHT-DIGIT PROJECT
CODES.
SO IF YOU WERE TO HIT THE SELECT
ALL
EVERYTHING.
WHEN YOU GO TO HIT THE UPDATE
BUTTON, IT WOULD COME BACK AND
GIVE YOU AN ERROR MESSAGE, BUT
ONLY THE 11-DIGIT PROJECT CODES,
WHICH IS THE NEW ASSET
MANAGEMENT PROJECT CODE NUMBERS
WOULD BE SELECTED.
SO YOU WOULD HAVE TO B
AGAIN TO APPROVE THE ADDITION OF
THE 11-DIGIT CODE, PROJECT CODES
TO THAT PARTICULAR USER I.D.
OKAY?
AND HERE'S A CONFIRMATION.
IF YOU'LL NOTICE IN THE LITTLE
BLUE BOX.
IT SAYS USER PROJECTS HAVE
UPDATED FOR USER AND THE USER
I.D. NUMBER THERE.
THAT'S HOW YOU KNOW THAT YOU
RECEIVED CONFIRMATION THAT THE
PROJECTS HAVE BEEN ASSIGNED TO
THE USER I.D.
AND THEN IF YOU WANT TO REMOVE
ROLES, IT'S VERY EASY.
CLICK I
AND THEN HIT THE UPDATE BUTTON.
IF YOU WANT TO REVOKE ALL ROLES,
CLICK ON TO "REVOKE ALL" AND
THAT WILL REMOVE ALL ASSIGNED
ROLES TO A USER I.D.
VERY SIMPLISTIC.
USERS HAVE TO BE CERTIFIED ON A
SEMI ANNUAL BASIS.
THAT PROCESS IS APRIL AND
OCTOBER.
AS OF RIGHT NOW, IT IS OCTOBER
THE 27th.
USER CERTIFICATION IS DUE BY
SEPTEMBER -- I MEAN OCTOBER
30th.
HOWEVER, I HAVE SENT OUT A
MESSAGE SAYING THAT USERS SHOULD
BE CERTIFIED BY C.O.B. TOMORROW,
OCTOBER 28 BECAUSE THIS IS A
WEEKEND IN WHICH WE WILL DEPLOY
THE NEW CODE FOR EIV.
SO I WANT TO MAKE SURE THAT
EVERYONE IS CERTIFIED BY C.O.B.
TOMORROW NIGHT BEFORE WE DEPLOY
THE NEW CODE FOR EIV.
WHEN I CHECKED YESTERDAY, THERE
WAS 2,524 USERS WHO STILL HAD
NOT BEEN
SO I WANT TO LET YOU KNOW, IF
YOU STILL NEED EIV ACCESS, YOU
NEED TO BE CERTIFIED.
IF YOU ARE NOT CERTIFIED AND
SOMETHING GOES HAYWIRE WITH THE
DEPLOYMENT OF EIV THIS WEEKEND,
YOU WILL LOSE YOUR ACCESS IF
SEPTEMBER 30.
NOW, DOES ANY HOUSING AUTHORITY
WORK SATURDAY AND SUNDAYS?
ANYONE?
YA'LL NOT WORKING OVERTIME THIS
WEEKEND.
[LAUGHTER]

DO NOT WORK WEEKENDS.
SO YA'LL NEED TO GET TO CLICKIN'
BY TOMORROW TO MAKE SURE THAT
YOUR PEOPLE ARE CERTIFIED.
BECAUSE ON MONDAY, THE USER IS
NOT CERTIFIED, THEY'RE GOING TO
AUTOMATICALLY.
OKAY?
THAT MEANS YOU HAVE TO GO
THROUGH THE PROCESS OF HAVING
YOUR ACCESS REINSTATED, OKAY?
NOW, I'M GOING TO TELL YOU, I'M
A USER ADMINISTRATOR.
I HAVE CERTIFIED ALL OF MY
USERS.
OKAY?
YOU NEED TO MAK
HAVE CERTIFIED YOUR USERS AND
HUD FIELD OFFICES, PLEASE MAKE
SURE THAT YOU HAVE CERTIFIED ALL
OF THE PHA USER ADMINISTRATORS.
PHA USER ADMINISTRATORS, YOU'RE
REQUIRED TO CERTIFY ANYONE AT
YOUR AGENCY THAT DOES NOT HAVE

USER ADMINISTRATORS CANNOT
CERTIFY THEMSELVES.
OKAY?
NOW, IF SOME HOUSING AUTHORITIES
SAY HEY, I DON'T -- I CAN'T GET
MY USER CERTIFICATION PAGE TO

THAT MEANS YOU HAVE NO ONE TO
CERTIFY.
OKAY?
PLEASE DON'T ASK ME TO CONFIRM
THAT YOUR USERS ARE CERTIFIED.
WE HAVE 4,000 AND SOME ODD
HOUSING AUTHORITIES.
WE HAVE 22,000 PLUS USERS.
I'M ONE PERSON.
CLICK AND LOOK.
PLEASE?
ALL RIGHT.
IF YOU HAVE INDIVIDUALS THAT ARE
NO LONGER WITH YOUR AGENCY AND
FOR SOME REASON THEY'RE STILL
ACTIVE IN PIC AND STILL ACTIVED
IN WAS, DO NOT CERTIFY THESE
USERS.
THEY WILL AUTOMATICALLY BE
TERMINATED ON
ANYONE THAT NO LONGER NEEDS
ACCESS TO THE EIV SYSTEM, IF YOU
HAVE STAFF THAT HAS TRANSITIONED
FROM OCCUPANCY TO MAINTENANCE,
THEY DON'T NEED EIV ACCESS.
IF THE ACCESS IS TERMINATED DUE
TO NONCERTIFICATION, YOUR
ADMINISTRATOR WILL NEED TO GO
INTO EIV ON MONDAY, REASSIGN THE
ROLES AND THEY'LL BE PENDING
ACCESS FOR APPROVAL BY YOUR
LOCAL FI
IF THERE'S 2,524 USERS THAT ARE
GOING TO LOSE ACCESS ON MONDAY,
YOUR FIELD OFFICES ARE GOING TO
BE VERY BUSY.
SO DON'T EXPECT THEM TO CLICK
QUICKLY.
OKAY?
HERE'S THE USER CERTIFICATION
SCHEDULE.
LETTING YOU KNOW APRIL 30th FOR
OCTOBER 30, THE CERTIFICATION
PERIOD BEGINS ON APRIL 1 AND DUE
BY APRIL 29.
WE'RE IN THE CURRENT
CERTIFICATION PERIOD OF OCTOBER.
USERS MUST BE CERTIFIED BY THE
30th.
I'
USERS BY THE LAST BUSINESS DAY
OF THIS MONTH, WHICH IS TOMORROW
THE 28th.
THE USER CERTIFICATION PROCESS
IS VERY EASY.
ALL YOU HAVE TO DO IS CHECK ON
THE USER CERTIFICATION LINK.
WE ASK TO WORK
HARDER.
SELECT THE PENDING CERTIFICATION
STATUS AND CLICK ON THE LIST
USER'S BUTTON.
WHEN YOU CLICK PENDING
CERTIFICATIONS AND CLICK LIST
USERS, YOU'LL GET THE LIST OF
THE USERS THAT ARE DUE FOR
CERTIFICATION AND
A CERTIFY USER BUTTON AND YOU'LL
CLICK CERTIFY USER.
WHEN YOU CLICK THE BUTTON, THE
INDIVIDUAL WILL COME OFF OF THE
REPORT.
EIV ACCESS MAY BE TERMINATED FOR
THE FOLLOWING WAYS
IF YOU TERMINATE A PERSON'S
ACCESS IN WAS, THEY WILL NOT
ACCESS THE EIV.
IF YOU TERMINATE THEM IN PIC,
THE USER WILL NOT ACCESS EIV.
IF YOU REVOKE THE EIV ROLES
WITHIN THE EIV USER
ADMINISTRATOR, THE INDIVIDUAL
ALSO NOT
FUNCTION.
AND IN THE EVENT THAT YOU NAIL
TO CERTIFY A USER, THE SYSTEM
WILL AUTOMATICALLY TERMINATE THE
USER'S ACCESS.
WHAT WE CALL SYSTEM GENERATED
TERMINATION.
AND THEN ALSO, BE
WITHIN THE WAS, THE WEB ACCESS
SECURE SYSTEM, IF YOU DO NOT LOG
ON TO HUD SECURE SYSTEMS ONCE
EVERY 90 DAYS, YOU WILL
AUTOMATICALLY BE TERMINATED.
OKAY?
SO AGAIN, THAT'S ANOTHER SYSTEM
GENERATED TERMINATION IF YOU DO
SYSTEMS.
AS I MENTIONED EARLIER, HUD MAY
TERMINATE A USER IF WE DETERMINE
THAT YOU ARE NONCOMPLIANT WITH
SECURITY REQUIREMENTS.
HOUSING AUTHORITIES ARE REQUIRED
TO TERMINATE ASSISTANCE OR

ACCESS WHEN AN EMPLOYEE LEAVES
THE AGENCY.
THAT'S A QUESTION ON THE
QUESTIONNAIRE WHEN YOU TERMINATE
AN INDIVIDUAL'S ACCESS WHEN THEY
LEAVE THE AGENCY THE DAY THEY'RE
TERMINATED.
IF TODAY IS YOUR LAST DA
IS YOUR LAST DAY OF EIV ACCESS.
NOT WHEN YOU TURN IN THE KEYS.
NOT YESTERDAY, NOT TOMORROW, NOT
NEXT WEEK BUT TODAY.
THAT'S THE CORRECT RESPONSE TO
THAT SECURITY AWARENESS
QUESTIONNAIRE QUESTION.
WHEN DO I TERMINATE EIV ACCESS
OR SOMEONE THAT IS TERMINATED?
THE DATE OF TERMINATION.
IF AN EMPLOYEE'S DUTIES ARE NO
LONGER REQUIRED, THE USE OF EIV
ACCESS, YOU'LL TERMINATE THEIR
ACCESS.
IF AN EMPLOYEE BREACHES SECURITY
REQUIREMENTS, YOU WILL
THE EIV ACCESS.
SO USING THE EIV SYSTEM.
EASY AS ONE, TWO, THREE.
YOU GO TO THE OPENING SCREEN.
PUT ON YOUR PASSWORD AND CLICK
ON THE LOG IN BUTTON.
OF COURSE, REMINDERS, THESE ARE
YOUR USER LOG-INS, WARNING
YOU MIGHT WANT TO READ THESE
FROM TIME TO TIME TO SEE WHAT
YOU'RE CLICKING TO.
WHEN YOU CLICK ACCEPT, YOU'RE
ACCEPTING THE TERMS AND
CONDITIONS OUTLINED ON THAT
PAGE.
I PROBABLY SOLD MY SOUL A COUPLE
TIMES TO THE DEVIL.
WHEN I'M TRYING TO DOWNLOAD
THING, I ACCEPT, I ACCEPT.
I'M TRYING TO GET THE LATEST AND
GREATEST DOWNLOAD OF iTUNES.
I DON'T KNOW WHAT I'VE JUST
CLICKED TO.
I'M TRYING TO GET TO --
SOMETIMES TAKE A MOMENT TO READ.
OUR STUFF IS NOT
OTHERS.
AS I MENTIONED, EIV NUMBER 1 ON
THE LIST OF HUD SECURE SYSTEMS.
YOU'LL CLICK ON THE EIV LINK.
EIV SECURITY AWARENESS
QUESTIONNAIRE WILL APPEAR.
THE PAGE WILL CONTAIN TEN
TO CONFIRM YOUR AWARENESS OF THE
APPLICABLE ADMINISTRATOR AND
TECHNICAL SAFE GUARDS WITH
RESPECT TO SAFEGUARDING EIV
INFORMATION.
ONCE YOU HAVE SUCCESSFULLY
COMPLETED THAT QUESTIONNAIRE,
YOU WILL
THE EIV SYSTEM.
YOU MUST ANSWER NINE OUT OF TEN
QUESTIONS CORRECTLY.
IF YOU DO NOT ANSWER NINE OUT OF
TEN QUESTIONS CORRECTLY, THE
QUESTIONNAIRE WILL REAPPEAR.
SO I JUST WANT TO MAKE SURE
EVERYONE IS CLEAR.
IF THE QUESTIONNAIRE
IT'S NOT A SYSTEM GLITCH.
STOP WRITING ME AND TELLING ME
YOU ANSWERED ALL TEN QUESTIONS
CORRECTLY OR YOU ANSWERED NINE
OUT OF TEN QUESTIONS CORRECTLY
AND THERE'S A SYSTEM GLITCH.
THERE'S NO GLITCH.
YOU'VE ANSWERED A QUESTION
THE GOOD NEWS IS THAT ON MONDAY,
OCTOBER 31, 2011, IF YOU ANSWER
A QUESTION INCORRECTLY, YOU WILL
NOW KNOW WHAT QUESTION YOU
ANSWERED INCORRECTLY.
ALL OF THE ANSWERS TO THE
SECURITY QUESTIONNAIRE ARE
EMBEDDED ON THOSE EIV OATH PAGES
WITHIN
PRESENTATION MATERIALS.
AND SOME OF THEM ARE REALLY
KISS.
SOME OF THEM ARE HUD SPELLED
BACKWARDS, DUH.
OKAY?
SOME OF THE QUESTIONS ARE JUST
SO KEEP IT STUPID SIMPLE, I
CAN'T EVEN BELI
QUESTIONS ARE ANSWERED
INCORRECTLY.
BUT SOMETIMES THE WAY YOU ANSWER
THE QUESTION IS INDICATIVE OF
YOUR ACTIONS OF WHAT YOU DO AT
YOUR HOUSING AUTHORITY.
BECAUSE THERE'S A LOT OF PEOPLE
THAT ANSWER THAT QUESTION TRUE
OR FALSE.
IT'S OKAY FOR ME TO GIVE MY
EXECUTIVE DIRECT
THEY'RE LIKE TRUE.
THEY'RE LIKE SHOOT.
BOBBY ASKED FOR MY USER I.D.
WHAT BOBBY WANTS, BOBBY GETS.
NO.
THAT'S AGAINST SECURITY
POLICIES.
THEY ANSWERED THE QUESTION IN
ACCORDANCE WHAT THEY DO ON THEIR
DAY-TO-DAY
I WANT TO REMIND YOU, WHAT YOU
DO ON YOUR DAY-TO-DAY ACTIVITIES
MIGHT NOT BE CORRECT.
YOU HAVE TO BE COGNIZANT OF
THAT.
JUST BECAUSE YOU DO IT DOESN'T
MAKE IT RIGHT.
OKAY?
SO THE PRINTER FRIENDLY
QUESTIONNAIRE RESULTS ARE
AVAILABLE IN EIV FOR THOSE THAT
WANT THEM.
YOU CLICK ON THE S
QUESTIONNAIRE REPORT LINK AND
THAT REPORT WOULD APPEAR WITH AN
ICON FOR YOU TO PRINT THOSE
RESULTS OUT.
ALSO, NOTICE THAT HERE'S A
SIMPLE.
LET'S YOU KNOW THE PURPOSE OF
THE QUESTIONNAIRES TO DETERMINE
THAT YOU HAVE AN AWARENESS OF
THE APPLICABLE ADMINISTRATIVE
TECHNICAL SAFE GUARDS.
AND THEN THE QUESTIONS ARE
LI
SELECT A RESPONSE TO.
ONCE YOU HAVE PASSED OR ANSWERED
NINE OUT OF TEN QUESTIONS
CORRECTLY, YOU WILL BE
CONGRATULATED FOR YOUR SUCCESS
IN ANSWERING THE QUESTIONS
PROPERLY.
AND THE DOORS OF EIV WILL BE
OPEN ONCE YOU ACKNOWLEDGE THE
VARIOUS CERTIFICATIONS OF E
SECURITY AWARENESS AND THE EIV
CONSENT FORMS ARE IN PLACE.
AND THEN FOR THOSE OF YOU THAT
DO NOT ANSWER ALL THE QUESTIONS
CORRECTLY, AGAIN, THE SYSTEM
WILL TELL YOU, YOU MUST
SUCCESSFULLY COMPLETE THE
QUESTIONNAIRE TO ACCESS THE EIV
SYSTEM.
SO THAT MESSAGE
DISPLAYED FOR YOU TO LET YOU
KNOW THAT YOU'RE BEING PROMPTED
TO TAKE THE QUESTIONNAIRE AGAIN.
IF YOU TRY TO SUBMIT YOUR
RESPONSES AND DON'T ANSWER ALL
THE QUESTIONS -- THAT'S WHY I
SAID EARLIER, YOU CAN'T OUTSMART
TH
THE SYSTEM WILL TELL YOU PLEASE
ANSWER ALL QUESTIONS.
YOU MUST ANSWER THEM ALL IN
ORDER TO MOVE FORWARD.
THEN ONCE YOU GET PAST THE
SECURITY AWARENESS
QUESTIONNAIRE, YOUR LEGAL
WARNING PAGE IS DISPLAYED FOR
YOU TO CHECK THE
CHECK BOXES CERTIFYING THAT YOU
HAVE PARTICIPATED OR WILL
PARTICIPATE IN THE HUD GUIDANCE.
THAT IS OUTLINED IN NOTICE
2010-19, PARAGRAPH 21-22.
AND THE SECOND CERTIFICATION IS
THAT YOU'RE
UNDERSTANDING AND ACCESSING A
SECURE SYSTEM PROTECTED UNDER
THE FEDERAL PRIVACY ACT AND
CERTIFYING THAT YOU HAVE A VALID
FORM 9886 FORM OR EQUIVALENT
CONSENT FORM MEETING THE
REQUIREMENTS UNDER 24 CFR PART 5
SECTION 230.
AND FOR HUD
TWO CHECK BOXES.
AGAIN, PARTICIPATION IN THE EIV
SYSTEM TRAINING AS WELL AS
ACKNOWLEDGING THAT WE'RE
ACCESSING A SECURE SYSTEM
AND IF YOU DON'T CHECK THE
CERTIFICATION BOXES, EIV WILL
RETURN THESE ERROR MESSAGES.
BASICALLY LETTING YOU KNOW YOU
MUST CERTIFIED, YADA, YADA.
WILL NOT LET YOU GO FURTHER
WITHOUT YOU CHECKING THE BOX.
GETTING STARTED IN
YOU DON'T HAVE TO READ THE
INSTRUCTION MANUAL TO OPERATE
THE SYSTEM.
IT'S VERY INTUITIVE AND
STRAIGHTFORWARD.
NOTICE THAT ALL OF YOUR EIV
FUNCTIONS ARE ON THE LEFT SIDE
WHICH WE CALL THE LEFT
NAVIGATION PANEL.
YOU WOULD CLICK
THAT IS IN WHITE TEXT TO ACCESS
A DESIRED EIV FUNCTION.
YOU HAVE THE ABILITY TO DO DATA
FOR A HOUSEHOLD AS WELL AS
INCOME DISCREPANCY INFORMATION
WITHIN ONE
YOU CLICK ON THE THE INCOME
REPORT.
I GOT CLICKER HAPPY.
CLICK ON THE INCOME REPORT TAB
TO REVIEW HOUSEHOLD INCOME
DETAILS.
YOU'LL SEE THE HOST OF
EMPLOYMENT INFORMATION THAT IS
AVAILABLE AS WELL
INFORMATION THAT HAS BEEN
OBTAINED THROUGH THE COMPUTER
MATCHING PROGRAM.
YOU ALSO WILL NOTICE ON THE EIV
INCOME REPORT, THERE'S DETAILED
ERROR MESSAGES WITH RESPECT TO
INDIVIDUALS THAT MAY BE
RECEIVING MULTIPLE ASSISTANCE,
SSA IDENTITY TEST ALL ON THE EIV
INCOME REPORT.
IF YOU NEVER RUNNY OF THE EIV
STAND ALONE VERIFICATION
REPORTS, IF YOU'RE DOING ANNUALS
OR REEXAMINATIONS, ALL OF THAT

ON THE EIV INCOME REPORT.
IF SOMEONE IS DECEASED, THAT
INFORMATION IS ALSO LISTED ON
THERE WITH THE DATE OF DEATH IF
IN FACT THERE IS A DATE OF DEATH
PROVIDED.
I MENTIONED THAT ALSO ONE OF THE
YOU HAVE THE ABILITY TO IDENTIFY
THE HISTORICAL PATTERNS OF
EARNINGS FOR AN INDIVIDUAL.
WHAT I MEAN BY THAT IS THAT EIV
DISPLAYS, YOU KNOW, WHEN THEY
STARTED WORKING, THEIR QUARTERLY
WAGES FOR THE DURATION OF AN
EXTENDED PERIOD OF TIME.
WHEN SOMEONE START ADD NEW JOB
BECAUSE A NEW HIRE INFORMATION
WILL GIVE YOU THE DATE IN WHICH
THEY STARTED THEIR JOB AND WHERE
THEY STARTED.
ALSO, THE REASON WHY I LOVE THE
EIV REPORT IS BECAUSE YOU GET TO
MINIMIZE OUR STREAMLINE
DETERMINE WHETHER OR NOT YOU'RE
GOING TO HAVE TO PURSUE YOUR
TRADITIONAL THIRD PARTY
VERIFICATION.
AS I DISCUSSED EARLIER,
DETERMINING WHY AN INDIVIDUAL
FAILED THE SSA IDENTITY
SCREENING AS WELL AS WHY SOME
INDIVIDUALS MIGHT BE GETTING
MULTIPLE ASSISTANCE.
YOUR TENANT INFORMATION COULD BE
ACCESSED ONE OR TWO WAYS.
BY SSN FOR THE HEAD OF HOUSEHOLD
OR IN BATCH, WHICH IS BY
EIV HAS A HOUSEHOLD REPORT FOR
EVERY FAMILY THAT IS REFLECTED
IN PIC.
OKAY?
EIV USERS MAY ONLY ACCESS TENANT
INFORMATION WITHIN THEIR PHA
PORTFOLIO AND ASSIGNED PROGRAMS
AND PROJECTS.
IF YOU ONLY HAVE SECTION 8
ACCESS FOR, YOU
KANSAS, YOU CANNOT SEE TENANT
INCOME INFORMATION FOR ANYONE
OUTSIDE OF THAT PARTICULAR
PROGRAM AND THAT PARTICULAR PHA.
SO TO ACCESS TENANT
ENTER THE NINE DIGIT SOCIAL
SECURITY NUMBER AND CLICK ON THE
GET INFORMATION BUTTON, OR --
THIS OPTION IS AVAILABLE, BUT
REMEMBER WORK SMARTER, NOT
HARDER.
JUST ENTER THE SOCIAL SECURITY
NUMBER
SOCIAL SECURITY NUMBER, ENTER IN
THE LAST NAME AND/OR DATE OF
BIRTH AND YOUR PHA CODE TO
SEARCH FOR THAT INFORMATION.
NOTICE IF YOU HAPPEN TO BE AN
INDIVIDUAL WHO WORKS FOR
MULTIPLE HOUSING
YOU CAN HAVE MULTIPLE PHA CODES
ASSIGNED TO YOUR USER I.D. AS
REFLECTED IN THE WAS SYSTEM.
SO HERE'S AN EXAMPLE SHOWING YOU
THE VARIOUS PHA CODES ASSIGNED
TO THIS PARTICULAR USER.
DO KEEP IN MIND, WHEN YOU
FOR TENANT INFORMATION BY LAST
NAME AND/OR DATE OF BIRTH, YOU
MUST SELECT A PHA CODE.
OKAY?
IF YOU SEARCH BY SSN, YOU DON'T
HAVE TO ENTER A PHA CODE.
IT WILL
WITHIN YOUR USER PORTFOLIO.
HERE'S AN EXPLANATION TO EXPLAIN
IN WHAT INSTANCES EIV WILL NOT
ALLOW YOU TO ACCESS INFORMATION.
SO FOR EXAMPLE, IF YOU CONDUCT A
SEARCH BY HEAD OF HOUSEHOLD LAST
NIGHT AND/OR
A PHA CODE NOT SELECTED, YOU'LL
GET AN ERROR MESSAGE TELLING YOU
YOU MUST SELECT A PARTICIPANT
CODE.
ANOTHER REASON WHY YOU MIGHT GET
AN ERROR MESSAGE IS RESEARCH FOR
INFORMATION BY HEAD OF HOUSEHOLD
THAT IS NOT WITHIN YOUR PHA
PORTFOLIO OR
AT WHICH TIME YOU'LL GET AN
ERROR MESSAGE SAYING YOU'RE NOT
AUTHORIZED TO VIEW THE
INFORMATION OF THIS INDIVIDUAL
UNLESS IF YOU CONDUCT A SEARCH
USING AN INVALID HEAD OF
HOUSEHOLD SSN OR AN
DOES NOT APPEAR IN A PIC
DATABASE.
HERE'S AN EXAMPLE.
PLEASE SELECT A PARTICIPANT
CODE.
IF YOU SEARCH FOR MILLER AND
THERE'S NO CODE SELECTED, YOU'LL
GET THAT ERROR MESSAGE IN RED.
HERE'S TRIED TO
MILLER WITH AN FL 001.
I DO NOT HAVE PERMISSION TO
SEARCH FOR INFORMATION IN THIS
FAMILY BECAUSE HE'S NOT IN MY
PORTFOLIO OR PROJECT ASSIGNED TO
MY I.D.
HERE'S AN EXAMPLE WHERE A
CURRENT 58 W
SOCIAL SECURITY NUMBER THAT YOU
ENTERED.
OKAY?
HERE'S ANOTHER EXAMPLE.
THOSE OF YOU THAT LIKE TO DO
999999s, PICK WILL REJECT
999999.
IF YOU TRY TO SEARCH FOR 999, IT
WILL TEL
FOUND FOR 999.
OKAY?
NO 99.
NO 111s EITHER.
NO 222s OR 333s.
THEY'LL BE REJECTED.
YA'LL GOT MY MESSAGE ABOUT SSN
RANDOMIZATION.
EFFECTIVE JUNE 25,
SOCIAL SECURITY NUMBER
RANDOMIZATION WHICH MEANS THAT
SOCIAL SECURITY NUMBERS NO
LONGER HAVE THOSE PARTICULAR
CHARACTERISTICS OF THE STATE
I.D. AND THE MIDDLE TWO DIGIT
THING ASSIGNED TO ONLY CERTAIN
CATEGORIES
BASICALLY NOW EVERYTHING IS
GOING TO BE A VALID SOCIAL
SECURITY NUMBER UNLESS IT BEGINS
WITH 000, 666 OR ANYTHING
BETWEEN THE SERIES OF 900
THROUGH 999.
OKAY?
TWO DIGIT ALSO NEVER BE
LAST FOUR DIGITS WILL NEVER BE
0000.
SO LAST WEEK THE PIC I.T. TEAM
DID A BACK END SYSTEM FIX TO
ENSURE THAT 58s THAT WERE
PREVIOUSLY REJECTED
NEWLY ISSUED SOCIAL SECURITY
NUMBERS WOULD BE ACCEPTED OR THE
FLAG REMOVED FROM THE FIVE 8s SO
THEY COULD COME INTO THE SYSTEM.
NOW WHEN YOU HAVE PEOPLE BORN
AFTER JUNE 25, THOSE SOCIAL
SECURITY NUMBERS WON'T BE
SIMILAR TO WHAT YOU'VE BEEN
FOR LIKE MARYLAND, IF YOU'RE
BORN IN MARYLAND, YOU'RE IN THE
200 SERIES.
THAT DOESN'T EXIST ANYMORE.
ANYTHING GOES NOW WITH THE
ASSIGNMENT OF SOCIAL SECURITY
NUMBERS.
WITH THE EXCEPTION OF 000, 666
AND 900-999.
THEY WILL
IN THAT SERIES.
IF YOU WANT TO READ MORE ABOUT
THE SOCIAL SECURITY NUMBER
RANDOMIZATION -- IT'S FAIRLY
STRAIGHTFORWARD.
I EXPLAINED IT IN A PIH MESSAGE
THAT WE DISTRIBUTED ABOUT 1 1/2
WEEKS AGO.
IF YOU WANT TO VIEW MORE
INFORMATION ON THAT PROCESS, GO
TO
YOUR CONTENTS OF THE EIV REPORT
IS SIMPLISTIC.
IT CONTAINS YOUR HEAD OF
HOUSEHOLD SUMMARY INFORMATION AS
EXTRACTED FROM PIC AS WELL AS
THE EMPLOYMENT INFORMATION,
WAGES, UNEMPLOYMENT
COMPENSATION, SOCIAL SECURITY
NUMBER COMPENSATION, MEDICARE
DATA AND SUPPLEMENTAL SECURITY
INFORMATION AND DISABILITY
INFORMATION.
YOUR HOUSE HOLD SUMMARY
INFORMATION AS I MENTIONED
EARLIER IS EXTRACTED FROM PIC.
THESE ARE THE VARIOUS FIELDS
THAT ARE EXTRACTED FROM PIC.

TO YOU.
THOSE ARE THERE FOR YOUR READING
CONVENIENCE AND LEISURE.
AND THEN THE EMPLOYMENT
INFORMATION AS WE TALKED EARLIER
IS GOING TO BE DERIVED FROM THE
HHS NATIONAL DIRECTIVE NEW HIRES
WHICH IS GOING TO CONTAIN THE
HIRE DATE THE
EMPLOYEE WAS HIRED, THE EMPLOYER
IDENTIFICATION NUMBER AS WELL AS
THE EMPLOYER NAME AND ADDRESS
AND THE DATE THAT EIV RECEIVED
THE INFORMATION.
YOUR WAGE INFORMATION, VERY
STRAIGHTFORWARD.
IT WILL CONTAIN THE
WAGE OR PAY PERIOD, QUARTER AND
YEAR IN WHICH THE EARNINGS WERE
REPORTED.
THE AMOUNT OF THE GROSS WAGES,
YOUR EMPLOYER IDENTIFICATION
NUMBER AS WELL AS THE EMPLOYER
NAME AND ADDRESS AND THE DATE
RECEIVED BY EIV.
HERE'S AN EXAMPLE OF WAGE
INFORMATION.
YOU'LL NOTICE THAT
KNOW, WAGE INFORMATION FROM
QUARTER 3 OF 2009 DOWN TO
QUARTER 4 OF 2007.
NOTICE HERE, THIS PERSON HAS
BEEN WORKING AT THE SAME PLACE.
YOU'RE LIKE THE 2010 DATA.
WHERE IS THE 2011 DATA?
WE DIDN'T GET THAT DATA.
UNFORTUNATELY IT WAS NOT MADE
PROBABLY THE INDIVIDUAL STILL
WORKING THERE.
YOU CAN CERTAINLY ASK THEM IF
HE'S STILL WORKING AT THE
SHEPHERD PRATT HOSPITAL.
OKAY?
YOUR UNEMPLOYMENT BENEFIT
INFORMATION IS GOING TO CONTAIN
THE PAY PERIOD IN WHICH THE
UNEMPLOYMENT BENEFITS WERE PAID
AS WELL AS THE GROSS BENEFIT
UNEMPLOYMENT AMOUNT AND THE
RECEIVED BY EIV.
HERE'S AN EXAMPLE.
NOTICE HERE WE HAVE QUARTER TWO
OF 2011.
THERE WAS NOTHING PAID OUT.
WE DID RECEIVE THAT INFORMATION
FROM THE LOCAL UNEMPLOYMENT
OFFICE THAT NO BENEFITS WERE
PAID AS OF AUGUST 20th
MOST PEOPLE SAY WHY DID YOU
DISPLAY THESE ZEROS?
PROBABLY THIS PERSON APPLIED FOR
UNEMPLOYMENT BENEFITS AND MAYBE
THEY WEREN'T ELIGIBLE.
THE UNEMPLOYMENT OFFICE
DOCUMENTS, YOU KNOW, OPEN CASES,
CLOSED CASES AND WHETHER OR NOT
SOMETHING WAS PAID OUT.
THEY'RE SAYING NOTHING WAS PAID
OUT
IF YOU DON'T SEE ANY EMPLOYMENT,
IF THERE'S NO DATA HERE, THAT
MEANS THE PERSON PROBABLY NEVER
FILED A CLAIM FOR UNEMPLOYMENT
BENEFITS.
YOUR SOCIAL SECURITY BENEFITS
AGAIN, STRAIGHTFORWARD.
YOU'LL HAVE YOUR PAYMENT STATUS
CODE, THE GROSS BENEFIT AMOUNT,
THE NET BENEFIT AMOUNT AS WELL

APPLICABLE.
AND ANY PAYMENT HISTORY
INCLUDING LAST EIGHT CHANGES TO
THE BENEFIT AMOUNT.
HERE'S AN EXAMPLE OF YOUR SOCIAL
SECURITY.
THIS CAME INTO EIV AS OF
SEPTEMBER 2.
THIS PERSON IS R
600 SOME ODD DOLLARS MONTHLY
BENEFIT BEING PAID.
NOW, THIS IS A COMMON ISSUE THAT
COMES UP.
PEOPLE SAY HEY, WHAT DOES THIS
PREMIUM AND BUY-IN YES MEAN?
I WANT TO REITERATE THAT.
WHEN IT SAYS THAT THE BUY-IN IS
YES AND THERE'S A LISTED AMOUNT,
THIS MEANS THAT THAT LISTED
AMOUNT IS PAID BY A THIRD PARTY.
OKAY?
THIS IS NOT AN OUT OF POCKET
EXPENSE.
SO THERE FOR, THIS AMOUNT SHOULD
NOT BE USED IN THE CALCULATION
OF DETERMINING ELIGIBLE
DEDUCTION
OKAY?
I JUST WANT TO MAKE SURE
EVERYBODY PUTS A STAR ON THIS
SLIDE SO THAT YOU UNDERSTAND
THAT.
BECAUSE THIS IS A COMMON
QUESTION.
MEDICARE PREMIUM BUY IN, IF IT
SAYS YES,
BY A THIRD PARTY.
IN ORDER FOR AN INDIVIDUAL TO BE
ELIGIBLE FOR ALLOWABLE MEDICAL
EXPENSE, MUST MEET THE 3% ANNUAL
THRESHOLD AND MUST BE AN ACTUAL
OUT OF POCKET EXPENSE BY THE
INDIVIDUAL.
ON THE OTHER HAND, NOTICE THAT
THIS IS A PREMIUM
THAT MEANS THE INDIVIDUAL WAS
PAYING FOR THE INSURANCE, WHICH
WAS DEDUCTED FROM THE SOCIAL
SECURITY BENEFIT.
NOTICE THE GROSS AMOUNT IS ONE
AMOUNT AND THEN THE NET BENEFIT
AMOUNT IS THE ACTUAL AMOUNT
DEDUCTED FOR THE MEDICAL
EXPENSE.
YOU WOULD USE THE GROSS --
YOU'RE ALWAYS USING THE GROSS
BENEFIT AMOUNT REPORTED TO
CALCULATE ANNUAL INCOME.
THEN YOU DO THE 3% THRESHOLD
TEST AND THEN DO THE
MULTIPLICATION FOR THE INSURANCE
PREMIUM OF
THAT WOULD BE YOUR ALLOWABLE
MEDICAL EXPENSES FOR THAT.
FOLKS SAY, WELL, I DON'T SEE
ANYTHING IN THE EIV.
THERE'S THESE LITTLE TIDBIT
NOTES IN EIV.
I JUST WANT
SOCIAL SECURITY ADMINISTRATION
PROVIDES YOU WITH VALUABLE
INFORMATION THAT MIGHT BE OF USE
TO YOU.
YOU KNOW, MRS. FAISON, I DON'T
HAVE ANY INCOME RIGHT NOW
BECAUSE I'LL APPLY FOR
WAITING TO A CLAIM.
THAT'S WHY I DON'T WANT TO DO
THESE EXAMS WITH YOU EVERY
MONTH.
WELL, SIR, AS OF AUGUST 20th, AS
THE STATE DENIED YOUR CLAIM, DO
YOU HAVE DOCUMENTATION FROM
SOCIAL SECURITY THAT YOU HAVE A
SECURITY CLAIM?
DUH!
JUDGE JUDY SAID UM IS NOT AN
ANSWER.
IT'S A YES OR A NO.
EITHER YOU HAVE A CLAIM BEING
APPEALED OR YOU DON'T.
OKAY?
SO DENIED CLAIM.
DON'T FALL FOR THE OKAY.
THERE'S INFORMATION AVAILABLE TO
YOU.
ANOTHER ONE.
CHILD BENEFICIARY IS NO LONGER
ATTENDING SCHOOL ON A FULL TIME
BASIS AND IS BETWEEN THE AGES OF
18 AND
OKAY?
PERSON WAS RECEIVING $694 IN
SOCIAL SECURITY BENEFITS.
WHAT QUESTION MIGHT YOU ASK THIS
TENANT?
ARE YOU WORKING?
I'M GOING TO SCHOOL.
DO YOU HAVE PROOF THAT YOU'RE
GOING TO SCHOOL?
SOCIAL SECURITY STOPPED PAYING
YOUR SOCIAL SECURITY BENEFITS
BECAUSE YOU'RE NOT GOING TO
SCHOOL.
AS LONG AS YOU'RE GOING TO
SCHOOL AND ELIGIBLE, THEY WILL
PAY YOUR BENEFITS.
SO THESE ARE TIPS TO HELP YOU GO
THROUGH THAT
OR VALIDATING INFORMATION
REPORTED BY THE FAMILIES DURING
THE ANNUAL REEXAM.
YOUR DUEL ENTITLEMENT IS BENEFIT
INFORMATION IN WHICH A PERSON IS
ELIGIBLE FOR BENEFITS ANOTHER
UNDER S
CLAIM NUMBER FOR THE OTHER
PERSON THAT IS ENTITLED TO
RECEIVE BENEFITS UNDER ALONG
WITH THE DATE OF CURRENT
ENTITLEMENT OF THOSE BENEFITS
AND THE STATUS CODE ALONG WITH
NET BENEFITS PAYABLE AND THE
PAYEE NAME, ADDRE
HISTORY.
HERE'S AN EXAMPLE OF WHAT DUEL
ENTITLEMENT LOOKS LIKE.
I AM AWARE THAT FOR A SMALL
NUMBER OF CASES IN WHICH AN
INDIVIDUAL HAD DUEL ENTITLEMENT
INFORMATION REPORTED BY SSA, THE
EIV REPORT WHEN
ONLY WOULD HAVE SOME GOOGLELY
STUFF ON THERE.
THAT IS BEING FIXED.
NOW YOU'LL SEE THE FULL
HOUSEHOLD INFORMATION ON THE EIV
REPORT.
IF YOU'RE RUNNING ANY REPORTS

OCTOBER 28, YOU CAN SEE THE FULL
HOUSEHOLD INCOME INFORMATION FOR
ANYBODY WITH DUEL ENTITLEMENT BY
USING THE BY REEXAMINATION MONTH
FUNCTION.
HERE'S AN EXAMPLE TO SHOW YOU
THAT THE INDIVIDUAL IS ENTITLED
KEEP IN MIND, THEY'RE NO LONGER
BEING PAID, THIS TENANT WAS ONCE
ELIGIBLE FOR BENEFITS UNDER
ANOTHER SOCIAL SECURITY NUMBER.
SO WHEN YOU SEE THIS, THAT
THEY'RE ENTITLED TO OTHER
BENEFITS, WHAT QUESTION MIGHT
YOU ASK THIS
HEY WHAT ARE THOSE OTHER
BENEFITS YOU'RE ELIGIBLE TO
RECEIVE?
DO YOU HAVE CURRENT VERIFICATION
LETTERS?
I NOTICE YOU'RE NO LONGER
RECEIVING BENEFIT UNDER YOUR
DECEASED HUSBAND, BUBBA JONES.
OKAY?
DUEL ENTITLEMENT.
HERE'S AN EXAMPLE WHERE BENEFITS
ARE NOT
ALSO, MAKE SURE THAT YOU'RE
LOOKING.
SOMETIMES YOU'LL SEE STATUS TO
THE RIGHT OF THE ACTUAL GROSS
BENEFIT AMOUNT.
IN THIS CASE, BENEFITS ARE NOT
PAID, BUT NOTICE THAT AT ONE
POINT IN TIME, THEY WERE
ELIGIBLE FOR $11.
FOR WHATEVER REASON, SSA STOPPED
MID CARE DATA, WE TALKED ABOUT
THIS.
BASICALLY THIS IS INFORMATION
PROVIDED BY SOCIAL SECURITY
ADMINISTRATION IN THE CONTEXT OF
CURRENT INSURANCE PREMIUMS AND
WHETHER OR NOT THE PREMIUMS ARE
PAID BY THIRD PARTY OR PAID BY
THE INDIVIDUAL.
DO
IN MEDICAL DEDUCTION
CALCULATIONS IF THERE'S A
MEDICAL BUY-IN.
WE TALKED ABOUT THAT ALREADY.
AGAIN, HERE'S A CLEAR EXAMPLE OF
THE MEDICARE EXAMPLE HERE FOR
115.40 BEING PAID BY A
PART ON BEHALF OF JEROME.
YOUR SSI BENEFIT INFORMATION,
AGAIN, PROVIDES YOU WITH YOUR
ALIEN INDICATOR, PAYMENT STATUS
AS WELL AS THE GROSS BENEFIT,
NET BENEFIT, PAYEE, NAME,
ADDRESS.
DISABILITY BEING PAID AND
AVAILABLE TO SSA, THEY WILL
DISPLAY THAT INFORMATION.
SOME STATES HAVE OPTED TO NOT
PROVIDE THAT INFORMATION TO SSA.
SO SOME STATES YOU'LL SEE IT,
SOME STATES YOU WILL NOT SEE IT.
AND HERE'S AN EXAMPLE OF YOUR
SSI BENE
HERE'S THE PERSON, JEROME, AGAIN
RECEIVING RECURRING BENEFITS OF
$28.
NOTICE THAT HE RECEIVES A STATE
DISABILITY BENEFIT AMOUNT AS
WELL, WHICH IS LISTED FOR YOU TO
DETERMINE THE ACTUAL ANNUAL
INCOME EARNED.
ANTICIPATED INCOME FROM SSI
BENEFITS.
REPORT THAT SAYS DISABILITY.
IF I CHOOSE THAT, THERE'S A
DISABILITY STATUS OF YES OR NO.
AND IT ALSO WILL IN INSTANCES
AVAILABLE PROVIDE YOU WITH THE
ON SET OF DISABILITY DATE.
IN THE EVENT THAT IT SAYS THAT
THERE'S A DISABILITY AND
FLAGGED AS YES AND THERE'S NO
CURRENT PAID DISABILITY BENEFIT,
YOU WOULD HAVE TO RESORT TO
DETERMINING WHETHER OR NOT THE
FAMILY IS ELIGIBLE FOR THE $400
ALLOWANCE BY OBTAINING
DOCUMENTATION FROM A PHYSICIAN
OR SOMEONE IN THE POSITION TO
CERT
THE DEFINITION OF BEING DISABLED
IN ACCORDANCE WITH THE FEDERAL
DEFINITION OF BEING DISABLED.
HERE'S AN EXAMPLE SHOWING YOU
THAT THIS PERSON IS DISABLED AND
BEEN DISABLED SINCE MAY LOOKS
LIKE 1993.
NOW, THIS IS WHERE WE ARE.
WE'RE GOING TO GO INTO USE OF
THE INCOME REPORT.
ONCE WE FINISH THIS SEGMENT OF
THE TRAINING, WE'RE GOING TO
CONCLUDE FOR THE DAY.
FOR THOSE OF YOU THAT ARE IN OUR
LIVE STUDIO AUDIENCE, IF YOU
WANT TO TALK OR HAVE QUESTIONS
REGARDING THE CONTENT
TRAINING MATERIALS, I'LL MAKE
MYSELF AVAILABLE TO DISCUSS THAT
WITH YOU AFTER THE BREAK.
NOW, YOUR INCOME REPORTS.
PHAs ARE REQUIRED TO USE THESE
REPORTS IN ACCORDANCE WITH THE
HUD
BASICALLY IT'S TO USE REPORTS TO
VALIDATE TENANT REPORTED INCOME
AND MAKE SURE THERE'S NO
POTENTIAL UNREPORTED INCOME.
PLEASE MAKE SURE YOU'RE
REVIEWING THE EIV INCOME REPORT
DURING ALL ANNUAL AND INTERIM
REEXAMINATIONS, AGAIN, THE POINT
IS TO MAKE SURE THAT THERE'S
NOTHING SHOWING UP ON THERE THAT
YOU'RE NOT AWARE OF.
IF NECESSARY, YOU'RE GOING TO
OBTAIN INCOME DOCUMENTATION FROM
YOUR TENANT.
AND IN THE EVENT THAT YOUR
TENANT IS DISPUTING THE EIV
INFORMATION OR IT'S A NEW JOB
INFORMATION IN EIV, YOU WOULD
THEN PURSUE YOUR TRADITIONAL
THIRD PARTY VERIFICATION IF
NECESSARY IF THE TENANT IS
UNABLE TO PROVIDE YOU WITH
DOCUMENTATION.
AND NEXT, MY FAVORITE PART,
RESOLVING ANY INCOME
DISCREPANCIES WIT
IF YOU'RE SEEING SOMETHING ON
THE REPORT -- NICHOLE, I DIDN'T
KNOW YOU WERE WORKING AT THE
PIGGLY WIGGLY.
HOW LONG HAVE YOU BEEN WORKING
THERE?
I'VE BEEN THERE SINCE 1971.
WOW!
I'M LOOKING AT YOUR ANNUAL

PRIOR YEARS.
YOU DIDN'T REPORT THAT YOU WORK
AT THE PIGGLY WIGGLY.
I FORGOT.
THAT'S MY PART TIME JOB.
THAT'S MY JOB TO BUY LITTLE
RICKY THOSE NINTENDO AND PLAY
STATION
YOU KNOW, iPADs.
YOU HAVE TO RESOLVE THAT FACT
THAT THERE'S A DISCREPANCY AND
YOU HAVE TO GO BACK
RETROACTIVELY.
SHE'S ADMITTED THAT SHE'S WORKED
THERE SINCE 1971.
NOW, GRANTED YOU MIGHT NOT HAVE
ALL THE ANNUAL REEXAMS D
BACK TO 1971.
HOWEVER, FOR ALL THE 58s AND THE
SUPPORTING DOCUMENTATION YOU
HAVE -- SOME OF YOU DON'T PURGE
YOUR FILE FOLDERS.
IF I GO TO SOME AUTHORITIES,
THEY'RE LIKE MRS. FAISON, I HAVE
1971.
GUESS WHAT YOU GET TO DO?
CALCULATE THE RETROACTIVE RENT
AS FAR BACK AS YOU HAVE
DOCUMENTATION TO DETERMINE WHAT
WAS IMPROPERLY PAID ON BEHALF OF
THAT FAMILY OR WHAT THEY SHOULD
HAVE BEEN
OKAY?
WE'LL TALK ABOUT THAT IN A
MOMENT ABOUT RESOLVING
DISCREPANCIES USING THE EIV
REPORT.
NEXT YOU ARE REQUIRED TO
MAINTAIN THE EIV REPORTS IN THE
TENANT FILE.
NOTICE WE HAVE OUTLINED HERE THE
INFORMATION, WHICH BASICALLY EIV
IS TO BE MAINTAINED AT A
MINIMUM -- YOU HAVE TO KEEP THE
LAST THREE YEARS OF REEXAMS IN
THE FILE FOLDER.
HUD ONLY REQUIRES THE MOST --
LATEST THREE YEARS.
ANYTHING OLDER THAN THREE YEARS
YO
HOWEVER, IF YOU DON'T PURGE, EIV
INFORMATION MAY BE RETAINED
INDEPENDENT FILE FOLDER FOR THE
DURATION OF TENANCY, BUT NOT FOR
A PERIOD TO EXCEED THREE YEARS
FROM THE EOP DATE UNLESS THERE'S
PENDING LITIGATION, WHICH BEGAN
PRIOR TO THE
THE FAMILY.
ALSO, FOR THOSE OF YOU THAT ARE
GOING GREEN, THAT IS FABULOUS.
PLEASE UNDERSTAND THAT
ELECTRONIC RETENTION OF EIV
RECORDS IS PERMISSIBLE.
THAT'S OUTLINED 24 CFR 908.101.

DURING THE ANNUAL AND INTERIM
REEXAMINATION PROCESS, TENANTS
ARE REQUIRED -- NOTICE THE WORD
"REQUIRED" -- TO PROVIDE YOU
WITH ANY DOCUMENTATION THAT YOU
DENIM NECESSARY FOR DETERMINING
THE ELIGIBILITY AND LEVEL OF
OKAY?
THIS IS THE HUD REGULATION
960259 IS APPLICABLE FOR PUBLIC
HOUSING.
FOR THOSE INDIVIDUALS WHO DO NOT
WISH TO GIVE YOU THE REQUESTED
DOCUMENTAT
LET THEM KNOW THAT THIS PROGRAM
IS NOT FOR THEM AND THAT YOU
WILL UNFORTUNATELY HAVE TO
DISCONTINUE THEIR PARTICIPATION
IN THAT PROGRAM.
OKAY?
IT'S NOT AN OPTION FOR THEM TO
OPT WHAT THEY'RE GOING TO GIVE
YOU OR NO, MRS. FAISON, I
THAT LITTLE BOX ON YA'LL'S FORM
THAT SAYS I CAN OPT OUT.
NO, THERE NO OPTING OUT OF
DOCUMENTATION.
THAT WAS SOME OTHER FORM THAT
THEY WERE CONFUSING AND YOU HAVE
TO LET THEM KNOW.
THERE'S NO OPT OUT OF DISCLOSURE
OKAY?
ALSO HOUSING AUTHORITIES, YOU
HAVE THE RIGHT TO REJECT
DOCUMENTATION PROVIDED BY THE
TENANT.
SHE'LL TELL YOU OVER HERE, THIS
IS AGENT ANNIE.
NO, I'M SORRY, MRS. JONES.
I'M NOT GOING TO BE ABLE TO
ACCEPT THIS DOCUMENTATION.
WHAT I'M GOING TO NEED FOR YOU

INFORMATION WITHIN TEN BUSINESS
DAYS.
RIGHT, AGENT ANNIE?
SHE'S LIKE YEP.
OKAY.
IF YOU DETERMINE THAT THE
DOCUMENT IS
AUTHENTIC, JUDGE JUDY SAYS WHEN
THE THE HAIRS ON THE BACK OF MY
NECK STAND UP, THAT MEANS
SOMETHING ISN'T RIGHT.
IF YOU'VE GOT THAT SAME
PHILOSOPHY, YOU HAVE TO LET THE
FAMILY KNOW WHAT THE ALTERNATIVE
DOCUMENTATION IS THAT YOU'RE
GOING TO ACCEPT
IF THE ORIGINAL DOCUMENT APPEARS
TO BE ALTERED, MUTILATED, NOT
LEGIBLE, YOU KNOW, MRS. FAISON,
I WAS ON THE BUS.
I KNOW THAT'S ABOUT 15
FOOTPRINTS ON THAT PAY STUB.
I'M LIKE, IS THAT A FIVE?
IS THAT A SEVEN?
I'M
I'M GOING TO NEED LEGIBLE CLEAR
PAY STUBS THAT I CAN GET A CLEAR
PICTURE OF WHAT YOUR INCOME IS.
OKAY?
IF THE DOCUMENT APPEARS TO BE
FORGED, AGAIN, DOES NOT APPEAR
TO BE AUTHENTIC, YOU HAVE THE
RIGHT TO REJECT THAT
DOCUMENTATION AND SAY, I'M
SORRY, WE'RE NOT GOING TO
DOCUMENTATION, THIS IS WHAT
WE'RE GOING TO NEED FROM YOU AND
PLEASE PROVIDE IT WITHIN X
AMOUNT OF DAYS.
AGAIN, IN ACCORDANCE WITH YOUR
PHA POLICY, STANDARD OPERATING
PROCEDURES, THAT'S HOW YOU DEAL
WITH THAT.
GENERATING THE EIV REPORT IS
SIMPLISTIC.

VOUCHER OR PUBLIC HOUSING ROLE,
YOU'LL BE ABLE TO GENERATE THE
INCOME REPORT BY HEAD OF
HOUSEHOLD OR USING THE BY
REEXAMINATION MONTH FUNCTION.
AGAIN, YOU'LL ENTER IN EITHER
THE SOCIAL SECURITY NUMBER OR
COMBINATION OF THE LAST NAME,
DATE OF BIRTH AND GET THE REPORT
INFORMATION.
EIV WILL DID PLACE FOR YOU IF
YOU DO A SEARCH BY AZORES
SECURITY NUMBER PAGE, YOU'LL
HAVE AN INCOME REPORT TAB AND AN
INCOME ANALYSIS AND REPORT TAB.
NOW, I'M NOT SURE IF I MENTIONED
THIS TO YOU.
THE INCOME
WON'T BE THERE.
THERE STILL WILL BE A T
INFORMATION.
THERE WILL BE AN INCOME
DISCREPANCY TAB BUT AN ANALYSIS
TAB ONLY.
IT'S FOR INFORMATIONAL PURPOSES
ONLY.
DON'T WASTE YOUR TIME BACKING
INTO NUMBERS.
WE'RE GOING TO TALK ABOUT
TOMORROW HOW TO RESOLVE INCOME
DISCREPANCIES AND NOT USING THE
NUMBERS ON THE INCOME
DISCREPANCY ANALYSIS.
THAT IS NOT THE INTENT OF THOSE
NUMBERS FOR YOU TO BE
WELL, LET ME SEE HOW THEY CAME
UP WITH THIS $12,564.27.
YOU'RE WASTING YOUR TIME.
YOUR TIME IS TO BE SPEND LOOKING
AT THAT EIV INCOME REPORT AND
NOTICING ANY DISPARITIES BETWEEN
WHAT'S ON THAT REPORT AND WHAT'S
ON YOUR
NOW, HERE WE GO TO THE SCREEN
SHOT.
THIS IS HOW EASY EIV IS.
CLICKING ON THE BY HEAD OF
HOUSEHOLD LINK.
THAT WILL GET YOU TO THIS LOVELY
SCREEN FOR YOU TO ENTER THE
SOCIAL SECURITY NUMBER.
LAST NAME AND/OR SOCIAL SECURITY
NUMBER.
WORK SMARTER, NOT HARDER.
MY
NINE NUMBERS.
SOCIAL SECURITY NUMBER WILL TAKE
YOU WHERE YOU NEED TO BE.
IF YOU OPT TO SEARCH BY LAST
NAME, YOU'LL HAVE TO DO IT IN
MULTIPLE STEPS.
TYPE IN A LAST ANYMORE AND THEN
GET ALL THE INDIVIDUALS THAT
MEET YOUR SEARCH CRITERIA AND
THEN YOU CLICK ON
ACTUALLY GET TO THE PAGE YOU
WANT TO GET TO, WHICH IS THIS
PAGE, WHICH IS GOING TO BE YOUR
SUMMARY REPORT.
AND NOTICE YOUR TABS AT THE TOP
OF THE PAGE.
THE CURRENT PAGE THAT YOU ARE ON
OR TAB
BLUE.
NOTICE GRAY.
WHEN YOU CLICK FROM TAB TO TAB,
THE TAB WILL CLICK FROM GRAY TO
BLUE.
NOTICE YOUR IDENTIFY
VERIFICATION STATUS, THIS IS
WHAT YOU WANT THE IDENTITY
VERIFICATION STATUS FOR ALL YOUR
TENANTS TO
VERIFIED.
IF YOU SEE FAILED OR DECEASED,
YOU KNOW THERE'S SOME PROBLEM.
IF YOU SEE PENDING, NO WORRIES.
PENDING MEANS THAT HUD IS
GETTING READY TO SEND THAT DATA
TO SSA FOR MATCHING.
AND THAT IS WHERE WE GO INTO OUR
DEFINITION.
READY TO GIVE US THAT
INFORMATION.
IT'S PENDING MATCHING WITH SSA.
VERIFIED MEANS THE PII ON THE 58
MATCHES SSA RECORDS.
FAILED MEANS THAT THE TENANT
PERSONAL IDENTIFIERS DO NOT
MATCH THE SSA RECORDS.
AND DECEASED MEANS JUST
MARY IS DECEASED.
SHE'S DEAD.
SEE HOW SIMPLE THAT IS?
STRAIGHTFORWARD, ISN'T IT?
HERE'S AN EXAMPLE AGAIN SHOWING
YOUR VERIFIED IDENTITY
VERIFICATION STATUS.
HERE'S THE STATUS OF PENDING.
PENDING, AGAIN -- THERE'S NO
ACTION REQUIRED.
WE'RE GETTING R
DATA OVER TO SSA FOR MATCHING.
HERE'S YOUR FAILED IDENTITY
VERIFICATION, THIS IS WHAT YOU
DON'T WANT TO SEE.
DECEASED.
YOU DON'T WANT TO SEE THAT
EITHER.
YOU CAN MAKE THE DECEASED GO
AWAY BY DOING AN UPDATED 58 AND
SUBMIT
THE INDIVIDUAL.
AND THEN HERE'S AN INDICATION
DETAILED ERROR MESSAGE ON THE
INCOME REPORT THAT IF AN
INDIVIDUAL FAILS THE SSA
IDENTITY TEST, IT WILL TELL YOU
THAT THIS ONE FAILED BECAUSE
DATE OF BIRTH.
THE DATE OF REPORTED IS
11-11-59.
PLEASE BE REMINDED WHEN SSA
GIVES YOU A DATE OF BIRTH, THAT
IS THE DATE OF BIRTH THAT YOU
MIGHT PUT ON YOUR 58.
THAT IS WHAT IS ON THE REPORTS
AT
THEY HAVE TO RESOLVE THAT ISSUE
WITH SSA.
NOW, YOUR QUESTION.

>> TENANT BORN IN MEXICO.
IS THAT MEXICO TO COUNTRY OR --
SO IF THEY DON'T HAVE A BIRTH
CERTIFICATE, CAN SHE PROVES
SHE'S ELIGIBLE CITIZEN OR
ELIGIBLE NONCITIZEN?
>> IF IT'S ON THE SSA
DOCUMENTATION, YES.
HER QUESTION IS IF THE PERSON
WASN'T ABLE TO PROVIDE A BIRTH
BIRTH, CAN YOU USE INFORMATION
THAT IS REPORTED ON THE SSA
DOCUMENTATION.
THE ANSWER IS YES.
OKAY?
DO KEEP IN MIND THERE'S NO HUD
REQUIREMENT THAT SAYS YOU HAVE
TO REQUEST A BIRTH CERTIFICATE
FOR THE PURPOSES OF CONFIRM AGO
YA'LL'S HOUSING AUTHORITY
ESTABLISHES THE POLICY AS TO
WHAT IS ACCEPTABLE DOCUMENTATION
WITH RESPECT TO ESTABLISHING
DATE OF BIRTH.
IT'S BY STANDARD PRACTICE DATE
OF BIRTH IS CONFIRMED B
CERTIFICATE OR SOME TYPE OF
FEDERAL STATE ISSUED I.D. WHICH
CONTAINED THE DATE OF BIRTH.
THOSE ENTITIES GO THROUGH A
PROCESS TO VALIDATE THE DATE OF
BIRTH.
KEEP IN MIND, WE VALIDATE ALL
PERSONAL IDENTIFIABLE
INFORMATION WITH SSA.
SO IF SOMETHING COMES BACK NOT
MATCHING, THE BOTTOM LINE IS
WHATEVER IS ON YOUR 58
MATCH WHAT IS ON THE FILE AT
SSA.
SO IF SSA SAYS EVERYTHING IS A
GO, THEN THERE'S NO ISSUE.
DO KEEP IN MIND THAT PERSON BORN
IN MEXICO, UNLESS SHE'S GOT AN I
551, WHICH IS A GREEN CARD OR
DOCUMENTATION OF REFUGEE STATUS,
SHE'S INELIGIBLE NONCITIZEN.
SO IF SHE'S A PERMANENT
DOCUMENTATION AS EVIDENCED BY A
GREEN CARD OR OTHER REFUGEE
ASYLUM STATUS, OTHERWISE THE
INDIVIDUAL IS AN ELIGIBLE
NONCITIZEN.
THE ASSISTANCE MUST BE PRORATED.
MOVING ON.
WE HAVE ACCESS TO YOUR OPTIONAL
CERTIFICATION PAGE.
WE DISCUSSED THIS
VOLUNTARY FOR USE BY HOUSING
AUTHORITIES THAT WISH TO
DOCUMENT THEIR CONSULTATION WITH
THE FAMILY TO CONFIRM WHETHER OR
NOT THEY AGREE OR DISAGREE WITH
THE CONTENT OF THE EIV REPORT.
AND YOUR HOUSING AUTHORITY MAY
REQUIRE THE INDIVIDUAL TO S
THE CERTIFICATION PAGE.
SO COULD YOU PLEASE TELL YOUR
TENANTS STOP CALLING ME IN
WASHINGTON.
OKAY?
IF YOU SAY THEY GOT TO SIGN IT,
THEY GOT TO SIGN IT.
BECAUSE YA'LL KNOW I'M
STRAIGHTFORWARD.
IF YOUR TENANT CALLS ME IN
WASHINGTON ABOUT YOU REQUIRING
THEM TO SIGN THE
KNOW I'M GOING TO ADVISE THEM
ACCORDINGLY.
MRS. JONES, IF YOUR HOUSING
AUTHORITY REQUIRES YOU TO SIGN
IT, I SUGGEST YOU SIGN IT.
OTHERWISE, YOUR HOUSING
AUTHORITY WILL SAY GOOD-BYE TO
YOU.

THING.
HUD DOES NOT REQUIRE IT.
IF YOU REQUIRE IT, AS LONG AS
YOUR STATE OR LOCAL LAW DOES NOT
PROHIBIT YOU FROM MAKING THAT A
REQUIREMENT, GUESS WHAT?
IT'S A REQUIREMENT.
OKAY?
THERE'S A SECTION FOR
TO PROVIDE WRITTEN AUTHORIZATION
FOR THE REDISCLOSURE OF THEIR
EIV INFORMATION.
HERE'S A SAMPLE.
NOTICE THERE'S CHECK BOXES OR
BRACKETS FOR THEM TO CHECK THEY
AGREE OR DISAGREE WITH THE FIVE
INFORMATIO
THEY DISAGREE WITH THE EIV
INFORMATION.
NOTICE HERE, THIS IS THE NEW
BOTTOM PORTION OF THE
CERTIFICATION PAGE, WHICH
INCLUDES THAT WRITTEN --
RE-DISCLOSURE OF THE EIV
INFORMATION TO A THIRD PARTY
WHICH WILL BE AVAILABLE ON
OCTOBER, BE REMINDED THAT THE
EIV SYSTEM WAS MODIFIED LAST
RELEASE AS OF MAY 2, 2011 TO
ALLOW FOR YOU TO PRINT OUT
HOUSEHOLD MEMBER INFORMATION
ONLY.
REMEMBER, ONCE UPON A TIME, WHEN
YO
GOT IT FOR THE WHOLE FAMILY.
IF THERE'S MULTIPLE ADD ADULTS
ON THAT REPORT, YOU HAD TO DO
THE WHITEOUT, THE PASTE OVER
THIS.
HIDE THE OTHER PERSON'S
INFORMATION.
ALL I CAN SAY IS ELMER'S GLUE,
YOU'RE GOING OUT OF BUSINESS.
WE DON'T NEED YOUR GLUE ANYMORE
TO COVER ANYTHING UP.
WE DON'T HAVE TO BLACK OUT THE
OTHER PERSON'S INFORMATION.
BECAUSE NOW YOU CLICK ON THE
PRINT HOUSEHOLD MEMBER
INFORMATION LINK AND A NEW
WINDOW WILL OPEN UP ALLOWING Y
TO PRINT JUST THAT MEMBER
INFORMATION ONLY.
AND THEN HERE'S THE LAST PART,
THE INCOME DISCREPANCY REPORT
ANALYSIS.
THIS IS THE TABOO PAGE.
DON'T YOURSELF A FAVOR.
DON'T EVEN
IT'S THERE.
DON'T CLICK ON IT.
IT'S FOR INFORMATION PURPOSES
ONLY.
DON'T USE IT FOR ANY INCOME
CALCULATIONS.
DON'T WASTE YOUR TIME TRYING TO
BACK INTO HOW WE CAME UP WITH
HOW WE CAME UP WITH THIS AMOUNT
HERE.
IF YOU SEE -- NOW, IF YOU INSIST
ON
YOU NEED TO HAVE A CONVERSATION
WITH THE FAMILY AND LOOK AT THE
INCOME REPORT TO SEE WHAT YOU
KNOW ABOUT AND WHAT YOU DON'T
KNOW ABOUT.
OKAY?
AND YOU'RE GOING TO HAVE T
AT -- THAT PART TIME JOB I
DIDN'T TELL YOU ABOUT.
IT'S OCTOBER.
YOU KNOW WHAT THAT MEANS, RIGHT
IN SEASONAL EMPLOYMENT.
IT COUNTS.
SEASONAL EMPLOYMENT.
IT DOES COUNT.
IF YOU HAVE
IT COUNTS.
OKAY.
ACCESSING YOUR TENANT
INFORMATION BY EXAM MONTHS.
HERE YOU HAVE THE ABILITY TO GET
A BATCH OF INCOME REPORTS FOR
FAMILIES WITHIN YOUR PORTFOLIO
BASED ON THE
PROGRAM TYPE AND YOUR PHA CODE.
YOU HAVE ACCESS TO DETAILED
REPORTS WHICH ARE AVAILABLE IN
PRINTER FRIENDLY VERSIONS.
THE REPORTS ARE NOT DOWNLOADABLE
INTO EXCEL BUT ONLY IN
FRIENDLY VERSIONS.
YOU HAVE PAGE TABS FOR THE
SUMMARY REPORTS.
TO ACCESS THE BY REEXAMINATION
MONTHS OR BATCH REPORTS, YOU
CLICK ON THE BY REEXAMINATION
MONTH LINK.
NOTICE HERE THAT YOU SELECT YOUR
PROGRAM TYPE,
MONTH AND YOUR HOUSING AUTHORITY
CODE IS ALREADY PREPOPULATED AND
YOU CLICK ON THE GET REPORT
LINK.
AND BASICALLY YOU WILL HAVE
ACCESS TO ANYONE WHO SHOWS UP
WITHIN THE SEARCH CRITERIA THAT
YOU HAVE.
AND YOU WILL CLICK ON THE
VARIOUS
NOW, I WANT TO SHOW YOU ON THE
NEXT SCREEN SHOT.
WHEN YOU DO THIS BY
REEXAMINATION MONTH, YOU GET A
SERIES OF REPORT SUMMARIES AND A
LIST OF DIFFERENT REPORTS AND AN
ACTIVE LINK.
WHEN THERE'S MORE THAN ONE
FAMILY MEETING THAT
NOTICE HERE THAT YOU HAVE 129
HOUSEHOLDS WITH AN INCOME
REPORT.
YOU HAVE NINE FOLKS WITH NO
INCOME REPORT.
SO YOU HAVE ALL THESE VARIOUS
REPORTS.
TO ACCESS THE REPORTS, YOU CLICK
ON THE ACTIVE LINK.
WE'RE GOING TO CLICK ON THE
INCOME R
POINT IN TIME YOU WILL BE
DEFAULTED TO SUMMARY REPORT
TABS.
NOTICE EVERYTHING LISTED IS --
FOR THE MONTH OF FEBRUARY, YOU
HAVE FOUR HOUSEHOLDS WHOSE LAST
NAME BEGINS WITH THE LETTER A.
SO BY DEFAULT, THIS
DISPLAY ONLY THOSE INDIVIDUALS
THAT BEGIN WITH THE LETTER A.
SO IF YOU WANT TO SEE ALL, YOU
THEN HAVE TO CLICK ON ALL.
IF YOU WANT TO JUST GO BY A
PARTICULAR LAST NAME, YOU CLICK
ON THE ALPHA CHARACTER AND THEN
YOU CAN SEE THE INFORMATION.
YOUR SUMMARY REPORT IS NOTHING
MORE
ADDRESS INFORMATION.
THE DETAILED REPORT IS WHERE
YOU'RE TRYING TO GET TO THAT
SHOWS YOUR INCOME INFORMATION
FOR ALL THOSE INDIVIDUALS.
NOTICE ALSO WHEN YOU CLICK ON
THE DETAILED REPORT TABS FOR ALL
THE FAMILIES WHOSE LAST NAME
BEGINS WITH A, YOU HAVE AN
OPTION
INCOME REPORT OR YOU CAN PRINT
THE INCOME REPORT WITH THE
CERTIFICATION PAGE.
IF YOU REQUIRE YOUR FAMILIES TO
SIGN THE CERTIFICATION PAGE, YOU
DOUBLE CLICK ON THE PRINTER
FRIENDLY VERSION WITH
CERTIFICATION PAGE LINK.
IF YOU DON'T USE
CERTIFICATION PAGE, CLING ON THE
PRINTER FRIENDLY VERSION LINK
AND MOVE ON.
AND THEN ALSO YOU HAVE ACCESS TO
THE NEW HIRES REPORT.
WHEN YOU DO BY REEXAMINATION
MONTH.
NOTICE HERE AGAIN, YOU'LL SIMPLY
CLICK TO SEE WHAT YOU WANT TO
SEE.
IN THIS CASE,
HIRES.
HERE'S YOUR FAILED VERIFICATION
REPORT FROM THE SUMMARY REPORT
LIST.
AND THEN I JUST WANT TO POINT
OUT THAT YOUR FAILED
VERY IMPORTANT.
IN THE CONTEXT THAT IT
IDENTIFIES PROGRAM, PARTICIPANTS
OR TENANTS THAT HAVE FAILED THE
SSA IDENTITY TEST DUE TO AN
INCORRECT NAME, DATE OF BIRTH OR
IT ALSO IDENTIFIES ANYBODY THAT
IS DECEASED.
YOU WANT TO USE THE REPORT TO
CORRECT ANY ERRONEOUS
INFORMATION ON YOUR REPORT.
AND THEN THE NO INCOME REPORT IS
NOT A REPORT OF INDIVIDUALS WHO
ACTUALLY HAVE NO INCOME.
WHAT IT IS IS A REPORT THAT
IDENTIFIES HOUSEHOLD MEMBERS IN
WHICH SSA AND HHS HAS REPORTED
THAT THEY DON'T HAVE ANY
INFORMATION FOR THOSE
INDIVIDUALS.
I WANT TO MAKE SURE EVERYBODY IS
CLEAR ON THAT.
ONE THING I WANT TO POINT OUT,
EIV RELIES ON INFORMATION
DERIVED FROM EMPLOYERS THAT
ACTUALLY REPORT THE WAGES.
EIV DOES NOT WORK FOR
INDIVIDUALS WHO ARE
ENTREPRENEURS.
INDIVIDUALS WHO ARE
SELF-EMPLOYED.
SO YOUR TENANT BOBBY WHO HAS A
LANDSCAPING BUSINE
LAWNS AND HE DOES IT FOR
HIMSELF, THAT'S NOT GOING TO
SHOW UP IN EIV.
OKAY?
LINDA WHO HAS OPTED TO BECOME A
ENTREPRENEUR AND RUNS A
BABY-SITTING BUSINESS ON HER OWN
OR, YOU KNOW, DOING HAIR OUT OF
THE KITCHE
A SHOP AND SHE'S NOT GETTING A
1099 OR A W-2, THAT'S NOT GOING
TO SHOW UP IN EIV.
OKAY?
TRUE STORY.
I HAD A HOUSING AUTHORITY CALL
ONE OF MY TENANTS WITH A LIVE-IN
HUSBAND.
OKAY?
WE ALL KNOW IT'S HARD TO PROVE
SOMEBODY IS LIVING IN A UNIT.
THIS PERSON CAME FORWARD AND
SAID, LOOK, MY HUSBAND HAS BEEN
LIVING IN THE UNIT.
HE'S BEEN LIVING WITH ME FOR THE
LAST TWO YEARS.
I NEED TO DISCLOSE HIS INCOME
INFORMATION.
THEY SAID, WELL, WE INTERVIEW
ALL ADULTS SEPARATELY.
SO THEY SAID WE'RE GOING TO RUN
SO THE GENTLEMAN SAID I DON'T
THINK YOU'LL FIND MY INCOME IN
EIV.
SO THEY RAN HIM THROUGH EIV.
DIDN'T FIND ANY INCOME.
SO THEY SAID, WHAT'S YOUR
INCOME, SIR?
NOTARIZED STATEMENT.
THE NOTARIZED STATEMENT
BASICALLY OUTLINED THAT HE WAS
IN THE PHARMACEUTICAL BUSINESS
AND THAT HE EARNED APPROXIMATELY
$1,000 A WEEK CASH
SO THE QUESTION WAS, NICOLE, DO
I COULDN'T THIS $1,000 INCOME
THAT THIS MAN IS MAKING?
BY DEFINITION, YES.
24 CFR SECTION 609 PARAGRAPH A
AND B CLEARLY
AMOUNTS MONETARY ARE TO BE
COUNTED AS INCOME.
HOWEVER, I HAD TO ADVISE THE
HOUSING AUTHORITY THAT WE'RE
GOING TO COUNT THIS INCOME,
YOU'RE GOING TO OWE RETRO MONEY
BUT NOW WE
YOUR ASSISTANCE BECAUSE AS JUDGE
JUDY WOULD SAY, THIS MONEY IS
FROM ILL-GOTTEN MEANS.
THOSE ILL-GOTTEN MEANS ARE THE
ILLEGAL PHARMACEUTICAL BUSINESS.
AS YOU KNOW, YOU CANNOT BE IN
SUBSIDIZED HOUSING AND RUN
WORKING FOR, YOU KNOW, A
LEGITIMATE PHARMACEUTICAL
BUSINESS THAT IS, YOU KNOW, A
LEGIT BUSINESS.
SO UNFORTUNATELY, EIV DOES NOT
CAPTURE UNDER-THE-TABLE INCOME.
I JUST WANT TO SHARE THAT
YOU.
OKAY?
NO INCOME REPORT IS NOT REALLY
NO INCOME.
IT'S JUST -- THERE'S NO INCOME
REPORTED BY THE SOURCES.
SO YOU HAVE TO RELY ON YOUR
INTERVIEWING AND YOUR CHECKLIST
THAT YOU ALL UTILIZE
CLIENTS TO CAPTURE INFORMATION
SO THAT YOU CAN BE INFORMED AS
TO DETERMINING ELIGIBILITY AND
LEVEL OF ASSISTANCE.
I WANT TO MAKE YOU AWARE OF
THAT.
OKAY.
SO HERE IS WHERE WE ARE.
WE'RE NOW AT MY
INCOME DISCREPANCY RESOLUTION.
EFFECTIVE 10-31-2011, YOU'LL NO
LONGER SEE THE ACTUAL INCOME
DISCREPANCY REPORT AS A
VERIFICATION REPORT.
SO MY FRIENDS, WHEN YOU LOOK AT
YOUR EIV, LESS
TODAY, TOMORROW.
SAY GOOD-BYE TO THE INCOME
DISCREPANCY REPORT.
GO ON, CLAP.
THAT REPORT WAS RUNNING ME
RAGGED.
I'M TRYING TO BACK INTO THESE
NUMBERS, TRYING TO FIGURE OUT
THIS AND TH
YOU DON'T HAVE TO DO IT ANYMORE,
HONEY.
IT'S A BEAUTIFUL THING.
OKAY?
SAY GOOD-BYE TO THE INCOME
DISCREPANCY REPORT.
GOOD-BYE.
HOWEVER, YOU ARE REQUIRED TO
COMPLY WITH 24 CFR PART
SECTION 236 WHICH DEALS WITH
DISPARITIES BETWEEN EIV REPORT
AND INCOME INFORMATION AND
TENANT REPORTED INFORMATION.
AS WE DISCUSSED EARLIER, IF
YOU'RE LOOKING AT THE EIV AND
SHOWS THERE'S SOME EMPLOYMENT OR
SOCIAL SECURITY BENEFITS THAT
YOU WEREN'T AWARE
REQUIRED TO CONFIRM WITH THE
TENANT AND/OR THE THIRD PARTY AS
NECESSARY TO CONFIRM IN FACT
THAT THERE WAS AN AMOUNT
UNREPORTED AND THEN OF COURSE
THE KEY IN INCOME DISCREPANCY IS
SOURCE START, WHEN DID IT END.
IF IT DIDN'T END, THEN YOU KNOW
IT'S FACTORED INTO THE CURRENT
ANNUAL OR INTERIM REEXAMINATION.
HOWEVER, FOR RETROACTIVE RENT
CALCULATIONS, THE EFFECTIVE DATE
OF THE INCOME THAT WAS
UNREPORTED IS ESSENTIAL
DETERMINING HOW MUCH MONEY IS
GOING TO BE OWED BACK TO THE
HOUSING AUTHORITY OR HOW MUCH
RENT FOR PUBLIC HOUSING THAT THE
FAMILY WILL HAVE TO PAY
RETROACTIVELY.
OKAY?
SO YOU WANT TO REVIE
REPORT AND RESOLVE ANY
DISPARITIES BETWEEN THE TENANT
REPORTED AND THE EIV REPORTED
INFORMATION.
YOU'RE REQUIRED IF APPLICABLE TO
UPDATE THE HUD FORM 50058 TO
REFLECT THE NEW INCOME GOING
FORWARD.
OKAY?
MOST PEOPLE
SUBMIT UPDATED 58 RETROACTIVELY
FOR ALL THOSE REEXAMS?
NO.
OKAY?
NOW, THERE'S A PLACE ON THE 58
IF YOU WANT TO DOCUMENT, YOU
KNOW, REPAYMENT AGREEMENTS OR SO
FORTH, THERE'S A PLACE FOR YOU
TO DOCUMENT
THE EVENT THAT YOU DETERMINE
THAT YOU HAVE OVERPAID MONEY ON
BEHALF OF THE FAMILY, THE FAMILY
MUST REPAY THAT MONEY BACK TO
THE HOUSING AUTHORITY.
OKAY?
LIKE ONE OF THE SECTION 8
PROGRAMS.
IF YOU OVERPAID TO THE LANDLORD
AS A RESULT OF THE FAMILY NOT
REPORTING THAT INCOME, THAT
OVERPAYMENT HAS TO BE REPAID
BACK TO THE HOUSING AUTHORITY
THAT GOES INTO YOUR NET
RESTRICTED ASSETS FOR HAP.
ON THE PUBLIC HOUSING SIDE.
IF THEY PAY TOO LITTLE RENT,
YOU'VE GOT TO CHARGE THEM WHAT
THEY SHOULD HAVE BEEN CHARGED
AND GOING FORWARD, YOU KNOW,
THEY WILL PAY THE NEW ADJUSTED
AMOUNT.
THEY HAVE TO PAY YOU THAT MONEY
BACK.
IT'S NOT AN OPTION FOR THEM TO,
WELL, LET ME SAY, THIS IS
AMERICAN, SO WE ALL
CHOICES.
SO IF YOUR FAMILY CHOOSES NOT TO
REPAY YOU THE MONEY, WHAT DO YOU
SAY?
SO LONG.
GOOD-BYE.
BYE-BYE.
TA-TA.
NOW, SOME OF YOU ALL PLEASE
CHOOSE YOUR WORDS VERY
CAREFULLY.
BECAUSE SOME OF YA'LL WILL HAVE
THAT EVALUATION THAT NICOLE USED
TO HAVE WHEN I WORKED AT THE
HOUSING AUTHORITY.
THEY'RE LIKE OUT, BABY.
YOU OUT.
ICE
BYE!
JUST LET THEM KNOW, I'M SO
SORRY, WE'RE GOING TO HAVE TO
SAY GOOD-BYE.
SO YOU MUST REQUIRE THEM TO PAY.
YOU CAN CHOOSE TO PAY AND STAY.

SOME OF YOU HAVE POLICIES THAT
IF THEY OWE X AMOUNT OF DOLLARS,
YOU'RE NOT GOING TO ENTERTAIN A
RENT AGREEMENT.
THEY HAVE TO PAY IN FULL.
HOUSING AUTHORITIES HAVE
POLICIES WHERE THEY SAY ANYTHING
UNDER $2,500, YOU HAVE TO
WITHIN 30 DAYS.
IS THAT LEGAL?
YES.
IT'S WHATEVER YOUR STATE, LOCAL
LAWS ALLOW FOR YOU TO DO.
HUD DOES NOT DICTATE THE CONTENT
OF YOUR REPAYMENT
OKAY?
AND OF COURSE, IF YOU NOTICE AT
THE LAST BULLET, WE SAY TAKE ANY
OTHER APPROPRIATE ACTION AS
DIRECTED BY HUD AND/OR YOUR
POLICY.
SO IF YOUR POLICY TO TERMINATE
ANYONE WHO DOESN'T REPORT
COMPLETE AND ACCURATE
INFORMATION, THAT'S YOU
ALTHOUGH, I ALWAYS ADVISE
HOUSING AUTHORITIES DO NOT
IMPOSE POLICIES OR IMPLEMENT
POLICIES THAT ARE VERY STRICT.
WE'RE TERMINATING EVERYONE.
SOMETIMES CASES WARRANT
OKAY?
AND SO YOU DON'T WANT TO LOCK
YOURSELF INTO YOUR ONLY GOING TO
DO A.
THAT'S WHY I ALWAYS ADVISE TO
IMPLEMENT A POLICY THAT SAYS,
EACH CASE WILL BE REVIEWED ON A
CASE BY CASE BASIS
OF THAT CASE.
THE MINUTE THAT YOU HAVE A
POLICY THAT SAYS EVERYONE IS
EVICTED, THE ONE CASE YOU DO NOT
EVICT OR THE ONE CASE YOU DO NOT
TERMINATE ASSISTANCE, GUESS
WHERE YOU'LL BE?
IN COURT, BEFORE A
GUESS WHAT?
YOU MAY EVEN GET A
DISCRIMINATION LAWSUIT BECAUSE
SOMEBODY WILL ALLEGE THAT YOU
DISCRIMINATED AGAINST THEM FOR
SOME OTHER BEKNOWNST REASON.
THAT MAY NOT EVEN BE THE CASE.
I H
FILE AN EQUAL HOUSING
OPPORTUNITY CASE SAYING THEY
WERE DISCRIMINATE AGAINST
BECAUSE YOU HAD A POLICY IN
WHICH YOU SAID YOU'D DO THIS FOR
EVERYONE, BUT THE ONE CASE YOU
OPTED TO DO SOMETHING DIFFERENT.
SO THAT'S WHY I SAY REVIEW
YOU MAKE A DECISION.
AT MY HOUSING AUTHORITY, I HAD
THE FLIGHT OR RISK THEORY.
IF YOU LOOK LIKE BASED ON PAST
HISTORY, IF YOUR HOUSE WAS
REEXAM ON TIME, YOU GOT A LOT OF
COMPLAINTS, YOUR RENT IS LATE
EVERY MONTH, WHAT DO YOU THINK
WILL HAPPEN WHEN THEY COME
BEFORE ME WITH $15,000
RETROACTIVE RENT?
SEE
TOO MUCH DRAMA.
TOO MUCH PROGRAM NONCOMPLIANCE.
ISSUE AFTER ISSUE.
SALLY THAT MADE AN HONEST
MISTAKE, YOU KNOW, REALLY, MISS
FAISON, WAS INVOLVED IN THAT CAR
ACCIDENTS AND I HIT MY HEAD AND
I HAD A CONCUSSION, SELECTIVE
AMNESIA.
I TOTALLY FORGOT ABOUT THIS.
I'LL REPAY THE MO
PROBLEM.
SHE CAN STAY AND PAY.
DO KEEP IN MIND, SOME PEOPLE
WILL DO EXACTLY WHAT YOU WANT
THEM TO DO.
ENTER INTO A REPAYMENT
AGREEMENT.
GUESS WHAT THEY DO?
THEY DEFAULT.
SO THEN YOU HAVE TO MAKE SURE
YOUR REPAYMENT AGREEMENTS, YOU
HAVE WRITTEN THEM SO THEY
DEFAULT, THERE'S CONSEQUENCE
ASSOCIATED THAT DEFAULT.
OKAY?
AGAIN, THAT POLICY IS YOURS
AGENCY'S POLICY.
OKAY?
NOTICE THAT WE TELL YOU THAT
YOUR INCOME DISCREPANCIES,

THAT INCOME DISCREPANCY REPORT
TAB AND NOT REQUIRED TO VIEW IT
AND MAINTAIN IT IN A FILE.
IT'S FOR INFORMATION PURPOSES
ONLY.
ALL WE WANT YOU TO DO IS LOOK AT
THE EIV
DETERMINE WHETHER OR NOT THERE'S
A DISPARITY.
IF THERE IS, RESOLVE IT WITH
YOUR CLIENT.
OKAY?
SO WE'RE GOING TO STOP FOR
TODAY.
TOMORROW WE'RE GOING TO PICK UP
WITH THE DEBTS OWED TO PHAs AND
TERMINATION MODULES.
THOSE OF
WEBCAST, I WANT TO THANK YOU FOR
TUNING IN.
AND IF YOU HAVE QUESTIONS
REGARDING THE CONTENT OF TODAY'S
TRAINING, YOU MAY DIRECT THOSE
INQUIRIES TO
FOR THE LIVE AUDIENCE, THANKS
FOR COMING.
I'LL SEE MOST OF YOU AGAIN
TOMORROW AS WE PICK UP.
I HOPE EVERYONE LIVE AND
REMOTELY HAS ENJOYED THE
TRAINING SESSION.
I HOPE I HAVEN'T
SLEEP.
SO I WANT TO THANK YOU FOR YOUR
TIME AND MAKE SURE FOR THOSE OF
YOU THAT ARE IN THE LIVE STUDIO
AUDIENCE, BRING THE BIG TRAINING
MATERIAL BOOK BACK WITH YOU
TOMORROW BECAUSE WE ONLY HAVE A
LIMITED NUMBER OF COPIES.
SO IF YOU'RE COMING BACK WITH US
THOSE MATERIALS WITH YOU.
THANK YOU.
HAVE A GOOD EVENING.
[APPLAUSE]