User:Stevojohnyson/sandbox

SDRS Paperwork
Use this system to process SDRS paperwork for a Resident after move out. Try to complete this and send to PMA_SDRS within 24 hours of move out. Money owed is due within 30 days. At Month Closing check that these Deposit Accounting are either at zero and completed or contact accounting with questions as to why they haven't been removed from Yardi.
 * 1) In Yardi, find the appropriate person by clicking on the number right of "Deposit Accounting" on the home screen.
 * 2) Click 'Edit' and capitalize the first and last name and the forwarding address (if provided one) or the last known address if forwarding address not provided.
 * 3) Access and print their ledger found under the Tenants Profile > Reports > Ledger. This will be filed with the SDRS Worksheet.
 * 4) Open the "Security Deposit Return Statement" and enter all residents' names and forwarding address/last known address as capital letters; i.e. "Please Forward, [Last Known Address].
 * 5) Enter Today's Date, apartment number, the move-out date, initials of who completed the form and the tenants T-code. Put an 'x' in the boxes asking whether a forwarding address was requested and received accordingly.
 * 6) For Turnover Charges select the Room Type, a description, and the prorated cost if applicable. i.e. Carpet is replaced every 5 years. If Bob was in a unit for 2 years and carpet needs to be replaced figure the cost for those two years. Cost of carpet replace / 5 yrs = cost per year. Cost to replace is 2 yrs X cost per year.
 * 7) In the Previous Balance field enter any unpaid charges found under the tenants profile > Reports > Unpaid Charges Non-Hap.
 * 8) In the Credits Due field enter any amounts owed back to the applicant.
 * 9) Fill in the information under the Fees field. Make sure not to duplicate charges under the Fees field with those already in the Previous Balance field.
 * 10) Below this enter any deposit that was paid; found under Tenants Profile > Deposit Info and check against the ledger under Tenants Profile > Reports > Ledger. Verify if all deposits are refundable or not. They may have provided an E-Deposit and you need to enter the coverage amount. I'm unsure of where to locate that amount.
 * 11) Enter any notes under Notes to Accounting.
 * 12) Save this document onto desktop into with file name "SDRS Worksheet-[FIRSTNAME LASTNAME]- [MoveOutMonthandYear]" under folder 'New Scans.'
 * 13) Send to PMA_SDRS email and move document to 'SDRS and Applicant Statements' Folder out of the 'New Scans' folder after sent.
 * 14) NOTE If money is owed we will send them the SDRS Letter (the second tab in the excel file). Print this out and mail to address as provided.
 * 15) Print a copy of this letter and put it in their file so you can hopefully get an address from them if a future landlord ever calls about them.
 * 16) PMA_SDRS will send back any corrections or let you know you can send any balances due to National Credit Services or keep it to arrange payments moving forward.

SDRS Paperwork for applicant "Applicant Statement"
Use this process for processing an SDRS for an applicant who did not become a resident. Try to complete this and send to PMA_SDRS within 24 hours of cancellation or denial. Money owed is due within 30 days. At Month Closing check that these Deposit Accounting are either at zero and completed or contact accounting with questions as to why they haven't been removed from Yardi.
 * 1) In Yardi, find the appropriate person by clicking on the number right of "Deposit Accounting" on the home screen.
 * 2) Click 'Guest Card' and capitalize the first and last name and the forwarding address (if provided one) or the last known address if forwarding address not provided and click Next.
 * 3) Keep clicking Next until you get to Application Status and you can click on Ledger. Print out the Ledger and it will be filed with the Applicant Statement.
 * 4) Open the "Applicant Statement 2018" template and enter all prospects' names and forwarding address/last known address as capital letters; i.e. "Please Forward, [Last Known Address].
 * 5) Enter Today's Date, CANCELLED or DENIED, initials of who completed the form and the tenants T-code.
 * 6) In the Previous Balance field enter any unpaid charges. In the Credits Due field enter any amounts owed back to the tenant/applicant.
 * 7) Fill in the information under the Fees field. Make sure not to duplicate charges under the Fees field with those already in the Previous Balance field.
 * 8) Below this enter any deposit that was paid; found in their Ledger.
 * 9) Enter any notes under Notes to Accounting.
 * 10) Save this document onto desktop into with file name "Applicant Statement-[FIRSTNAME LASTNAME]- [MoveOutMonthandYear]" under folder 'New Scans.'
 * 11) Send to PMA_SDRS email and move document to 'SDRS and Applicant Statements' Folder out of the 'New Scans' folder after sent.
 * 12) NOTE If money is owed to us we will send them the Applicant Statement. Print this out and mail to address as provided.
 * 13) Print a copy of this letter as well as ledger and put it in their file so you can hopefully get an address from them if a future landlord ever calls about them.
 * 14) PMA_SDRS will send back any corrections or let you know you can send any balances due to National Credit Services or keep it to arrange payments moving forward.

Lease Renewals and Recertifications
Notifications of Renewals and Recertifications Follow this procedure to being the process of sending out notifications of Recertifications and Renewals with Rent Increases.
 * 1) From the Home screen in Yardi click on number Right of Annual Certs Due and click on Due Date to sort by date. Locate the most pressing dates and you will start to notify resident 120 days out from Recert Due Date
 * 2) Open the folder "2018-19 Recertifications" and follow instructions on "Recert Process."
 * 3) Edit the "Recert Letter to Use." Update all the text in red

Updating Renewals and Recertifications in Yardi Follow these steps to properly recertify a resident for tax credit status and renew their lease in yardi and to complete the paperwork trail after the recerts and renewals have been signed. Updating Physical Resident Files
 * 1) Once you have signed paperwork you'll need to update Yardi to reflect the changes. Login to yardi, click on the blue number right of Annual Certs Due and find the proper tenant
 * 2) Click on the "AR" (Annual Recert, may also be IR for Interim Recert) > Functions > Annual Recert > Submit > and update the Date Completed; the other fields should not have to change unless setting up an Interim Recert.
 * 3) Update the Tenant Rent to the new rental rate in the Renewal Addendum, adjust the Utility Allowance if needed and any other charges. Click Save and Close the Window.
 * 4) From the Resident Profile screen click on Functions > Renew Lease > and update the Lease From Date, Lease to Date, and New Rent and click Save.
 * 5) Scan the documents and save as "LEASE AND RECERT- [TenantFirstName TenantLastName] [CurrentYear-NextYear]- [Address]".
 * 6) Upload to Yardi: In the Resident Profile click > Data > Attachments > Upload > Choose File > and select file from desktop > Upload > Close > and Save on the next screen.
 * 7) Move the uploaded file from New Scans to the Lease and Recert Folder now that you are done.
 * 1) Pull the current resident file folder and any previous file folder for that resident.
 * 2) Remove any loose notices and hole punch them behind the blank piece of paper/notices on the right side; these will be moved to the right side of the Original File Folder.
 * 3) Hole punch a new blank sheet for the right side of Current File Folder and label it "MV [Current Year - Next Year]."
 * 4) Remove previous recert from current folder and replace with new Recert and Waiver Paperwork with new blank page on top; notate on blank page "Recert [Current Year - Next Year]. The previous Recert and Waiver paperwork will be filed on the left side of the original file folder.

Submitting Renewals for Commission
 * 1) Open the document "Commission Log [CurrentMonth]" and enter the appropriate data matching what Yardi states.