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Form 50058 Viewer FAQs - IMS-PIC

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 Information by State
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Contents

 -   How can I find a head of household?
 -   How can I find a household member?
 -   How can I find a tenant at another PHA?
 -   How can I show all my forms for a time period?
 -   How can I print a Form 50058 for a family?
 -   What is an on-line EOP?
 -   How do I do an on-line EOP?
 -   What’s the difference between “History” and “Current” in searches?
 -   What’s the difference between “Effective Date” and “Update Date”?
 -   Does the Transaction Report pull from history?
 -   How can I tell “J R Jones” and “J R Jones” apart in Viewer and Reports?
 -   Where do I find the list of household members?
 -   Where do I find the unit address?
 -   Where do I find the incomes?
 -   Where do I find the TTP?
 -   What are “Overlapping Dates”?
 -   What is an “automatic EOP”?
 -   What is an “automatic Port Out”?
 -   If my tenant is in an overlapping date situation, can I submit an EOP or Port Out?
 -   How do I use the Overlapping Dates Report?
 -   How do I use the Portability Billing Report?

Browse Questions and Answers

How can I find a head of household?

There is an HA Query Report in the Ad Hoc module that will search all 50058 and MTW heads of household for a match and will display the HA Code, Action Type and Effective Date for the HOH.

How can I find a household member?

There is no way to search directly for a household member. If a member of one of your households is also in the system somewhere else, the Possible Dupe Tenant Report in Tenant ID Management will display both instances of the individual. Alternatively, you can request help from the REAC_TAC to find the individual and the request will be passed to a contractor to generate the data for you.

How can I find a tenant at another PHA?

If the individual is a Head of Household (HOH), you can use the HA Query Report that will search all 50058 and MTW heads of household for a match and will display the HA Code, Action Type and Effective Date for the HOH.

How can I show all my forms for a time period?

The HA Transaction Report in Viewer will generate a report from current records for any specified effective date range or update date range.

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How can I print a Form 50058 for a family?

By using Search in Viewer to find the Head of Household, you can click the right hand column of the search response labeled “View”. This will display a facsimile of the Form 50058 for that family, which you can then print.

What is an on-line EOP?

“EOP” refers to End of Participation, when a tenant moves out. Normally, an EOP is created in the agency software and uploaded to IMS-PIC. If this was not or cannot be done for some reason, IMS-PIC offers an option in the Viewer Search results to authorized users to generate an EOP from within IMS-PIC.

How do I do an on-line EOP?

If you have the proper access, when searching in the Viewer, the Search Results screen will display a column second from right for all active tenants called “Online EOP”. Click the link there and a window pops open displaying the tenant, last action and effective date for the tenant, and permits you to change the effective date to the online EOP date. Click Save to implement the EOP or click Close to back out without taking action.

What’s the difference between “History” and “Current” in searches?

The Current record is the latest one received for a tenant. All other previous records have been moved to History. Choose Current to search the current records and choose History to search all other records.

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What’s the difference between “Effective Date” and “Update Date”?

Effective date is field 2b, the official date the action takes effect. The update date is the date the date was received by IMS-PIC via an upload.

Does the Transaction Report pull from history?

No, the Transaction Report pulls data from current records.

How can I tell “J R Jones” and “J R Jones” apart in Viewer and Reports?

Certain users at each agency, who have a valid business need to see the full SSNs and names, may be assigned “Special System Privileges” in Security Administration. This removes all data blocking of names, birth dates, and SSNs in all screens for these individual users. The default value is No Special System Privileges for all users.

Where do I find the list of household members?

It is found in two places: If you search in Viewer and find the household, click the HOH SSN then click the Members tab. It will list all of the household members. In the Viewer Search results, you can click “View” to see a facsimile of the Form 50058 for the whole household. Scroll down to section 3 to view the members. This facsimile can be printed.

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Where do I find the unit address?

In Public Housing, the unit physical address comes from the Development submodule. In Vouchers, the unit physical address is in field 5a of Form 50058. In either case, the address is displayed in Viewer in the Unit to be Occupied subtab under the Household tab.

Where do I find the incomes?

In the Viewer, once your Search has found the tenant name, click on the SSN. There are multiple views of the same household’s data. Click the Members tab and the Income subtab to display the income for each household member.

Where do I find the TTP?

In the Viewer, once your Search has found the tenant name, click on the SSN. There are multiple views of the same household’s data. Click the Rent tab and the TTP subtab to display the TTP calculation.

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What are “Overlapping Dates”?

Overlapping dates are IMS-PIC shorthand for the situation where Tenant X is listed in IMS-PIC at HA Number 1 and HA Number 2 submits a move-in (action 1 or 4) for Tenant X. For all move-ins of this type, unless the move is from Voucher to Voucher, it will be an End of Participation (EOP - 6) and New Admission (1). For Voucher to Voucher, it will be a Port Out (5) and Port In (4). In these situations, if HA Number 1 does not submit the move-out form (action 6 or 5 as appropriate), then IMS-PIC will automatically generate the appropriate move-out for Tenant X at HA Number 1 on the first day of the next month, retroactive to the day before the move-in date.

What is an “automatic EOP”?

When an “overlapping date” situation occurs, IMS-PIC will generate an automatic EOP in response to:

  1. A New Admission of the same Head of Household at the same agency in a different program or
  2. A New Admission at a different agency in any program except Voucher to Voucher.

What is an “automatic Port Out”?

When an “overlapping date” situation occurs, IMS-PIC will generate an automatic Port Out in response to a Port In of a Voucher household at a different agency.

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If my tenant is in an overlapping date situation, can I submit an EOP or Port Out?

Until the first day of the following month, you may submit your own move-out. If it is not done by the first day of the following month, then IMS-PIC will do it automatically (unless the household is flagged for an identity validity question, which will throw a fatal error until the ID validity flag is cleared).

How do I use the Overlapping Dates Report?

The overlapping Dates Report tells you the status of your agency concerning automatic move-outs occurring at your agency or caused by your agency. has three tabs or sections. User can specify the effective date range for the report (the default is the preceding 12 months ending today).

  1. Automatic EOPs and Ports Out Pending: Automatic move-outs from your agency that will be generated on the first day of the next month.
  2. New Admissions and Ports In Causing Overlapping Dates: Move-ins to your agency that will generate automatic move-outs at other agencies.
  3. Automatic EOPs and Ports Out Processed: Automatic move-outs from your agency that have already happened.

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How do I use the Portability Billing Report?

The portability Billing Report is intended to help you manage and track your ports in and out. It has two tabs or sections called (logically) PHA Billing Report (Ports In) and PHA Billed Report (Ports Out). User can specify the effective date range for the report (the default is the preceding 12 months ending today). You can use the report to reconcile your port out invoices, port in invoices and identify opportunities for absorption if you have unused vouchers.

 
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