Today’s TIP is when to use the “True and Correct as of <Date>” Statement. When paperwork is being signed & dated after the “due date,“ it must include the statement “True & Correct as of <certification effective date>”. Use this below procedure unless otherwise guided by Compliance or your Supervisor:
When and How to use the “True and Correct As of (Date)” Statement Read Post »
This TIP applies to all affordable properties, except HUD only properties. When completing any Certification in Yardi (MI, AR, IR), and the resident receives ANY type of subsidy, ensure the “Subsidy Type” is selected correctly. This option needs to be selected in two different areas (three areas if the unit is HOME). Download Compliance Tips: Completing Subsidy Type in Yardi Screenshots
Completing Subsidy Type in Yardi Read Post »
We’ve added a new video to the Yardi Category of TOD Talks Training Videos. Month End Procedures and Checklist
Month End Procedures and Checklist Read Post »
This helpful guide includes an Operation and Maintenance Plan for Mold and Mildew, Asbestos and Lead-based Paint. Click Here to Download.
Suspect Materials Guide Read Post »
Click the link below to view the difference between Social Security (SSA) and Supplemental Security Income (SSI).Social Security and Supplemental Security Income
Social Security and Supplemental Security Income Read Post »
*A reminder to all Tax Credit properties* Forms that need to be included in ALL Annual Recertifications: Click below to view instruction details: Compliance TIP – TC Section 42 Addendum & Good Cause forms every year
TC Section 42 Addendum & Good Cause Forms Every Year Read Post »
Vendor Setup Package – Supervisor Approval Required *New Vendors need to be approved before we contract them to provide services.
Vendor Packet: Accessibility to Site Managers Read Post »
If your property has more than one set-aside, and a resident is moving in at a set-aside lower than your highest, please complete the lease per supervisor instructions as follows. How to Complete a Lease with Lower Set-Aside Rent
How to Complete a Lease with Lower Set-Aside Rent Read Post »
Please review the attached Questionnaires for California, Oregon, Idaho, and HUD/RD properties for “Examples & TIPS on how to fill out the Questionnaire”. We have highlighted key wording in the questionnaire to grab your attention when completing this form, with TIPS throughout. CaliforniaOregonIdahoHUD/RD
How to fill out the Questionnaire Reminder Read Post »
Going forward we will be asking that these be entered into your weekly payable batch. You will enter the invoice as follows: Also please remember that the following documents are required for a referral: Please contact you Accountant if you have any questions.
Weekly Payable Batch Read Post »
Email Address Required
Email Address Required Read Post »
Uniforms: With Portfolio Supervisor approval, office staff who also perform maintenance tasks will be issued maintenance uniforms, if desired. Dress Policy
Dress Policy Update Read Post »
Yardi has made a small update that affects how we input assets. Assets are input during a Move-in, Recertification, or any Interim Recertification. See attachment for a printable example:Changes to Inputting Assets in Yardi
Yardi Asset Update Read Post »
Regarding PERS, CalPERS, and FERS accounts (any retirement-style accounts from a county/state/school district): Due to these accounts not being accessible while a person is currently employed with the providing agency, they are not to be counted as asset account while a person is still employed and able to contribute to the account. Per HUD guidelines, “amounts that would be accessible
Reminder–PERS CalPERS and FERS Retirement Accounts Read Post »
