Compliance File Reminders

reminderHere are just a few quick reminders for affordable housing managers:

  • When calculating income from employment, you are required to do all three (3) calculations on the Income Worksheet (Note: Idaho properties are permitted to do just the EV and YTD calculations). In almost all cases, you will reflect the highest of these calculations on the TIC.
  • Use the 6-month AVERAGE balance for checking accounts.
  • Use the CURRENT balance for all other accounts such as savings, money markets, CDs, etc.
  • Any and all cash on hand listed on the questionnaire must be reflected on the TIC as an asset.
  • Always use the GROSS amount for Social Security (before any deductions).

Should you have any questions, please feel free to contact the compliance team at the Site Employee Resource Center: 503.450.0230

 

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