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Affordable Housing, announcements, Compliance Tips

How to fill out the Questionnaire Reminder

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

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Affordable Housing, announcements, Compliance Tips

Reminder–PERS CalPERS and FERS Retirement Accounts

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

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Affordable Housing, announcements, Compliance Tips

Completing Rent Adjustment Letter in TenantTech

Following up from last week’s TIP, “How to execute a lease/rent change in Yardi,” once you have completed the rent change, create a rent adjustment letter to post/send to each affected unit. The following steps are included in the link below for your records. Completing Rent Adjustment Letter

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Affordable Housing, announcements, Compliance Tips

Unemployed / Zero Income and Zero Income Checklist Forms

Please review the “examples” on “How to fill out the Unemployed / Zero Income Form and the Zero Income Checklist Form”.  Also included is the “Income status Certification” for Oregon Tax Credit.  These forms are used when an applicant or resident does not have earned income (W2, 1099, Business income, ect”).  Below are example forms for California, Idaho /HUD/RD and

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