Compliance Tips

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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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

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

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

From time to time, we will increase or decrease a resident’s rent. As a manager, you have the ability to make this quick change. As a reminder, click here and follow these easy steps:

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

Overview: When you make any changes in Yardi on a move-in or recertification, remember to save the certification before you print the TIC. Saving TIC Changes

Please review the “examples” on “How to fill out the Student Status Certification”.  Below are links to example forms for California, Idaho and Oregon. The RD/HUD properties will use the form for the state the property is located in.  We have highlighted key wording on the forms to grab your attention when completing these forms, with some helpful TIPS as “examples only”. TIP to take away- If

PERS, CalPERS, and FERS accounts

A reminder about 2024 minimum wage increases. Please take note of your state and the effective date of any increase. 2024 Minimum Wage for California, Oregon and Idaho

Please review the Questionnaires for California, Oregon, Idaho, and RD/HUD properties for “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 the form. These are “examples only”. TIP to take away– If the answer is YES, ALL fields in the questions must be answered, and will require additional

Please review the Child / Spousal Support Forms for California, Oregon, Idaho, and RD/HUD properties for “Examples on how to fill out the Child / Spousal Support Form ”. We have highlighted key wording on the form to grab your attention when completing this form, with TIPS throughout. These are “examples only”. TIP to take away– If the answer is YES, ALL fields in the

We will walk you through the steps to update tenant rent & HAP subsidy for a Move-in or Annual Certification. Click Here!

Effective January 1st, 2024, a change has been made to the income certifications in Yardi. The Passbook Rate used to calculate Imputed Income has changed from .06% to .40%. Please note this change if you ever have to make this calculation by hand. In most cases, however, Yardi will take care of it for you! Remember