Compliance/Property Software

24
Feb

Compliance Tip of the Week: Certification Sign Dates for Compliance 2/24/20

When requesting Certification Sign Dates to be entered into Yardi for completed certs, please send all requests to compliancefax@coniferllc.com.  Please don’t send your requests to your Specialist; if they are out of the office or unavailable, your dates will not be entered and you may not be able to print leasing documents. Please review your […]

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18
Feb

Compliance Tip of the Week: Verifying Social Security Payments 2/18/20

Social Security Annual award letter The annual award letter is acceptable throughout the year, provided that it represents the amount received prior to deductions and is date stamped the day it is received (for verification) in the leasing office. Social Security Disability (SSD) A current letter is needed with the GROSS payment amount.  If the […]

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21
Jan

Compliance Tip of the Week: Applicant Screening & Photo IDs 1/20/2020

In August 2019 the Applicant Screening policy was updated to require photo IDs to be copied prior to screening an applicant in CoreLogic. This policy is very important to verify identities in all situations, but especially when there is a Sex Offender criminal record.  Sex offenders that are subject to registration requirements have photos updated […]

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14
Jan

Compliance Tip of the Week: IRS Medical Mileage for 2020 1/13/2020

When figuring a household’s applicable medical mileage for expense purposes, please use the new medical mileage rate from the IRS: • 17 cents per mile driven for medical or moving purposes (down from 20 cents in 2019) Please note: For employee expense mileage, please follow Conifer expense procedures.

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07
Jan

Compliance Tip of the Week: Unit Transfer Form 1/6/2020

When requesting a Unit Transfer you must complete the Unit Transfer Certification located in the property management software. Once completed, the form will need to be sent to the Regional/District Manager for initial approval and then submitted to Compliance for final approval.  The form may be found here:

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17
Dec

Compliance Tip of the Week: Printing and Using Current Documents from Yardi 12/17/2019

The Compliance Team would like to stress AGAIN how important it is to use current versions of ALL documents.   When processing ANY paperwork for an applicant or resident, you must pull the documents from Yardi every time.  This is especially important at this time because there have recently been significant mandatory regulatory changes in procedures […]

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26
Nov

Compliance Tip of the Week: Social Security COLA & Medicare Amounts 11/25/2019

Please make sure you are including the 1.6% COLA when calculating all Social Security Payments.  Annual SS letters should be received by your applicants and residents soon; when verifying, please ask for the new letter if they have it. Please remember that some Social Security letters do not list the gross benefit amount; “You will […]

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19
Nov

Compliance Tip of the Week: Reasonable Accommodations in Yardi 11/18/19

The Yardi process for RAs is a little different, and easier to manage!  If you have any questions regarding the process below, please email the RA Committee at reasonableaccommodation@coniferllc.com . Step 1: Provide them with the RA request form and ask them to complete the form. • When the form is returned, check for completeness. […]

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30
Oct

Compliance Tip of the Week: The Inspections Email!

Please remember that ALL documents regarding property inspections and audits must be sent to inspections@coniferllc.com. There are multiple departments that need to respond to agency and/or investor audits – please forward any documents you may receive immediately to this email. Thank you!

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21
Oct

Compliance Tip of the Week: Verifying Social Security Payments 10/22/2019

Social Security and Supplemental Security Income (SSI) benefits for more than 67 million Americans will increase 1.6 percent in 2020.   So how do you verify the new payment amounts for Social Security, SSD, SSI, and SSP? Social Security award letter The annual award letter is acceptable provided that it represents the amount received prior to […]

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