Housing / Shelter Expense Details

Use this procedure to enter a customer’s housing or shelter expense information.

Process Steps:

1. The Housing / Shelter Expenses – Details page displays.
2. In the Client Information section:
   • Select the customer’s name from the dropdown menu (required).

3. In the Home / Shelter Expenses Dates section:

4. • Enter the Effective Begin Date (required).
   • Enter the End Date.
   • Enter the Reported On date (required).
   • Enter the Date Change Occurred (required).
   • Enter the Verification Received On date (required).
5. In the VaCAP Only section:
   • Select Yes or No from the Are Shelter Expenses $500 or more? dropdown menu (enabled for VaCAP).
6. In the Home / Shelter Expense for Home / Shelter being lived in section:
   • Select an Expense Type.
   • Select a Verification.
   • Enter a Monthly Amount.
   • Select Yes or No from the Does someone else help pay this bill? dropdown menu.
   • Select Yes or No from the Taxes included in Rent / Mortgage dropdown.

   • Select Yes or No from the Insurance included in Rent / Mortgage dropdown.

   • Select Yes or No from the Utilities incurred separately from rent / mortgage? dropdown menu.
   • Enter the Number of family units that contribute to the heating / cooling costs?

6. In the Home/Shelter Expense for Home/Shelter temporarily not lived in section:

• • Select an Expense Type.
  • Select Yes or No from the Does the household intend to return to the unoccupied home? dropdown menu.
  • Enter an Amount.

  • Select Yes or No from the Taxes included in Rent / Mortgage dropdown menu.

  • Select Yes or No from the Insurance included in Rent / Mortgage dropdown menu.

  • Select Yes or No from the Do the current occupants claim shelter costs for SNAP purposes? dropdown menu.

  • Select a Reason for not living there?
  • Select Yes or No from the Is someone else living in the home? dropdown menu.
  • Select Yes or No from the Is the person paying rent? dropdown menu (enabled only if the answer to the previous question is Yes).

7. In the Homeless Household section:
   • Enter a date in the If temporarily staying in someone else’s home, or an emergency shelter or a place not usually used for sleeping, please give the date you moved in (enabled only when Living Arrangement is Homeless).

8. Click Save + Add Housing / Shelter Expense to save the resource record.
   • Repeat steps 1 through 7 to add additional resources.

9. Click Save + Continue.

Results of the Procedure:

The housing/shelter expense information has been recorded.

Updated: 05/15/2015