Utility Allowances [UA]

Why do you need Utility Allowances for your property?

• Agencies require Utility Allowances in order to determine an equitable subsidy to low- and moderate-income tenants for their utility bills.
• Equitable means fair to the tenant and to the taxpayers who provide the subsidy.
• Only an accurate calculation can produce fairness to both.

Why have Zeffert & Associates prepare your Utility Allowance Calculations?

• Zeffert & Associates has become the largest provider of Utility Allowance Calculations in the country and has built a reputation for quality work and personal service to our clients.  
• Our pricing is more than competitive. Because of our automated systems, we can prepare Utility Allowance Calculations cheaper than you can yourself.
• Our reports meet the requirements of the organizations requiring them.
• Our methodology produces the most accurate Utility Allowance possible.  
• We gather tenant histories from the utilities, and maintain the largest database of utility rates in the country.
• You send us the signed tenant releases and project worksheets (rent rolls for HUD or Tax Credit projects) and we take it from there.  
• Completed reports are posted to a website.  You can access them at any time using your login and password.  

When you contract with us, the cost of preparing the Utility Allowance is a project expense.  Why deal with the hassle of calculating your own utility allowances when we can do it for you?

Utility Allowance Client Website

As a client, you will receive a login and password to your account on the Utility Allowance Client website.  You will access tenant release packets, an up to date status of your projects, and download or print your completed Utility Allowance reports.  Completed reports are stored on your site by the year they were completed.

Due Dates and Deadlines

When a report is ordered, you are asked to assign a due date.  Based on the report due date, there is a corresponding deadline for the tenant releases, project worksheet, and deposit.  If no due date is given for a report, our system sets September 1, and the corresponding deadlines are:

Project worksheets dated March or April are due by April 15.

Completed Tenant release form are due by April 15.

Deposits are due within the terms stated on the invoice.

Please note that releases MUST be received in our office no later than the referenced date.

Anytime you have a question or need assistance, don’t hesitate to call us at 800-820-4079.