PHB Annual Reporting Process Flow – Development Incentives Projects

When is reporting due?

Refer to the project's fiscal year end (FYE) date to determine its reporting due date.

• FYE December 31  ⇢   Reporting due April 1 of the following year.
• FYE June 30             ⇢   Reporting due October 1 of the same year.

Process Flow for DI Projects

Overview of the major steps.

New Project View full size image of small green arrow pointing down	PHB sends Welcome Letter with DI Rent & Utility Allowance Schedule, & reporting requirements information Owner submits Rent & Utility Allowance Schedule for PHB review & approval Ownership communicates unit mix, affordability requirements, & reporting requirements to Property Manager (PM) Certificate of Occupancy (COO) is received
Annual Reporting	PM registers for WCMS PM completes required Tenant Income Certifications (TICs) for regulated units thoughout the reporting year (move-in, annual recertifications, etc.) PM enters tenant data from TICs into the Web Compliance Management System (WCMS) prior to reporting deadline
View full size image of small green arrow pointing down Reporting Completion	PHB sends ACT Workbook to PM with action items/questions and sets due date for response Compliance contacts respond to those items by listed due date PHB reviews responses If responses are incomplete or more info is needed, PHB will send back for additional response If response is complete, PHB finalizes the ACT

For more information on reporting, please go to our Inclusionary Housing and Development Incentive Project Compliance page. There you will find all items necessary to complete your compliance reporting including,

• Rules and Guidelines and DI Compliance Training
• WCMS Registration, Login, User Guide, and Technical Assistance
• Tenant Income Certification Forms, Instructions, and Guidance
• Income, Rent, and Utility limits past and present
• Administrative Rules