the right rents, every year.

Utility Analysis

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Utility Analysis Login

Optimize Allowances. Maximize Compliance. Support Affordability.

Utility allowances directly shape your rents, compliance status, and resident satisfaction. Zeffert delivers the precision you need to ensure every dollar is backed by credible data. Inaccurate allowances reduce rent potential—or worse, invite audit findings.

Why It Matters

Utility miscalculations can erode operating income or impose unjustified tenant burdens. Whether you’re calculating new construction baselines or updating Actual Use studies, your utility strategy is a financial strategy.

What Zeffert Provides and How It Helps You

Zeffert provides a full spectrum of utility allowance services tailored to your portfolio’s financing, region, and occupancy patterns. From engineering-driven baselines to statistically sound Actual Use studies, we help you balance resident affordability with financial sustainability—boosting eligible basis while guarding compliance.

  • Actual Use Method: sampling, analysis, and consumption modeling
  • HUD Utility Schedule Model (HUSM): climate- and spec-based estimates
  • Baseline studies for new construction and rehab
  • Narrative support and submittal-ready packages for PHAs, HFAs, and investors

“When you get utility allowances right, you protect residents—and rents. That’s where smart data becomes strategic return.” —Jeffrey Promnitz, CEO

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Real-World Data Utilization

What Is Utility Allowance Analysis?

Utility allowance analysis determines how much a property owner can deduct from tenant rents to account for resident-paid utilities.

Why Utility Analysis Became a Strategic Lever

HUD’s 2015 guidance and IRS expectations placed greater scrutiny on allowance accuracy. Zeffert’s experience in both Actual Use and modeled approaches ensures every project uses the best-fit methodology.

Affordable Returns. Sustainable Impact.

Utility analysis is one of the most powerful tools to protect your NOI and affordability goals. Zeffert ensures precision where it counts, so your utility allowances support sound rent structures, fair resident costs, and maximum compliance impact.

Let’s Optimize Your Utility Allowance Strategy

Schedule a utility analysis that meets the mission and maximizes performance.

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Precise Results

To further enhance precision, we adjust utility rates to reflect taxes and fuel adjustments, based on comprehensive evaluations of tenant bill histories. This meticulous process eliminates discrepancies arising from fluctuating utility costs, ensuring that the calculated allowances align closely with actual expenses incurred by tenants.

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Personalized, Detailed Reports

Each release packet is tailored to the property, featuring essential details such as the property name, address, and a unique internal tracking number. The cost of the report is divided into a deposit and a balance, with the balance invoiced upon completion of the report. Upon receipt of deposits and necessary forms, our utility allowance department promptly initiates work on your report, ensuring timely delivery.

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Dedication to Deadlines

To ensure smooth workflow and adherence to deadlines, clients are notified via email upon the completion of reports, prompting them to download the finalized documents from their accounts. Additionally, clients are requested to specify a due date for each report, which establishes corresponding deadlines for tenant releases, project worksheets, and deposits. In the absence of a specified due date, default deadlines are set to ensure timely completion of tasks.

It is imperative to note that all releases must be submitted to our office by the stipulated deadline to facilitate timely processing and delivery of reports.

Important Links

Want a glimpse into our Utility Analysis process? Browse the links below to explore our documents for new client requests and property setup.

Client Portal

If you need help determining the right compliance and training products for you, please complete this form and we will happily help.