Hour of Power
PSR State Reports with Jessica Swank
January 17, 2013
Tax Credit State Reporting
The table below was created for the presentation. Each client should verify with their state which
report they require. Since the states change their requirements, we cannot guarantee that the
information below is still correct.
Q: What does AOD stand for?
A: AOD stands for Application Oriented Designs.
Q: When should the FY Applicable Fraction data be entered, project set-up or after first year?
A: As soon as you know the information.
Q: Where do we get the user name and password to run the Texas USR report? I entered the state ID
but get error message trying to run it.
A: The username and password should be provided by the TX department of housing.
Q: Is the compliance monitor report for any state? We are XML in FL.
A: Yes, any tax credit property can use the Compliance Monitor. The Compliance Monitor can be
accessed by going to Tax Credit Functions > Calculate Compliance or from the Tax Credit Mapping
Q: When and who should send state reports. I'm a site user and have never sent such reports.
A: Within your organization, you should designate someone to submit the reports for each property to
the state. This can be someone onsite or within the Compliance department. Each Client decides on the
responsibility depending on how they are structured and this is an internal decision.
Q: California is now using Spectrum for annual state reporting, last September we didn't have the
spectrum report, so we only can upload NAHMA XML V.2 report to CA TCAC's spectrum software, and
manually enter several more entries, unit by unit. Can you let us know if the spectrum report will be
ready for CA this year?
A: We have just heard (in the past month) that Spectrum is looking into moving to the NAHMA v.2
format. So data entry should be minimal.
Q: Since our properties are in Michigan and MSHDA uses the COL system of input which is real time,
then I am not sure how much of this process we should be completing.
A: With Michigan you can use the AOD XML Interface report available in Voyager and upload the XML
file to their website.
Q: What exactly is the PI 15?
A: Affordable Plug In 15 is the next released Voyager version of Affordable. Each Voyager module has its
own plug in that allows for independent upgrades.
Q: We use conductor to run our state (CA) PSR report. It creates an Excel file that is locked for editing.
Is there any way to unlock the excel file, so that it can be edited?
A: The locked CA PSR is not controlled by Voyager, this is TCAC’s control. It has been found that
manually edited data in the CA PSR results in failed imports into TCAC’s database. All fields and column
formatting should be left as populated by Voyager. It is recommended to correct the source data in
Voyager and rerun the CA PSR. TCAC also now accepts NAHMA XML imports into Spectrum.
Q: Has WSHFC contacted you to update information exported to include specific member
A: No. Voyager is not exporting specific member demographics, only the head of household. Voyager is
reporting the requested information as per the WSHFC WBARS specs.
Q: What's the different between the NAHMA version one report and the version 2?
A: The major difference is the original NAHMA state report did not mask the SS# and NAHMA v.2 does.
Your state should indicate which format they are able to accept. To prevent error we must comply with
that particular version.
Q: Do you have to have a FY Applicable Fraction for each building regardless of what report you run?
A: Yes, this is a Yardi recommendation.
Q: Is there a report that shows the actual income limit and rent limit amount for each unit?
A: Under Affordable Analytics -> Compliance Reports we will have a report titled Unit Mapping available
in Affordable PI 15.
Q: What is IR (include IR yes/no) on the NAHMA XML filter?
A: Some clients create Interim (IR) certifications between the Annual Recertifications (AR) for residents
when a household has a change. You have the option to include these certifications or not include them
depending on the State requirements.
Q: We are still using max rent over ride. What plug in is the rent limit customization you just showed us
A: Rent limit customization can be setup now using existing features in Voyager. The new screens and
functions will be available in Affordable PI 15.
Q: Is the current rent/income restriction differences handled through the unit screen currently available
for everyone or do you have to have Yardi set this up to use?
A: The current rent restriction is available now with manual setup and tracking. If you can wait until
Affordable PI 15 the new screens and functions will be available to track this automatically.