Services
Expert Compliance Monitoring Across Every Program Type — For the Agencies Responsible for Getting It Right.
UFBA serves as compliance agent on behalf of the public agency itself — not just assisting property managers. That distinction matters. When your agency issues a bond, allocates tax credits, or administers a HOME program, the regulatory accountability flows to you. UFBA carries that burden with you.
Our services cover the full spectrum of affordable housing compliance programs, and our team is certified, experienced, and dedicated — not generalists handling compliance as one of a dozen service lines.
Compliance Monitoring & Oversight
UFBA provides ongoing compliance monitoring for public agencies administering affordable housing programs. Our specialists review annual reports, tenant files, and certification data — and our CMS portal gives your agency real-time visibility into the compliance status of every project in your portfolio.
Programs covered: LIHTC (Section 42) · Tax-Exempt Bond · HOME · HUD Multifamily · Project-Based Section 8 · Multi-layered funding combinations
Federal and state oversight of affordable housing programs is intensifying. HUD audits, state agency reviews, and syndicator compliance requirements mean that gaps in your monitoring protocol carry real consequences. UFBA’s managed monitoring service ensures nothing falls through.
On-Site File Inspections & Auditing
UFBA’s certified compliance specialists conduct thorough on-site inspections of tenant files, income certifications, and physical unit conditions. Every inspection produces a detailed compliance report delivered through the CMS — with findings, required corrective actions, and deadlines.
Inspection types: Initial lease-up file reviews · Annual recertification audits · Special reviews triggered by noncompliance flags · Management agent change reviews
Tenant Certifications & Recertifications
Income certification errors are the leading cause of compliance findings across affordable housing programs. UFBA’s specialists review and process tenant certifications and annual recertifications with meticulous attention to program-specific income and asset calculation requirements — including multi-layered projects where LIHTC, Bond, and HOME income limits differ.
Lease-Up Compliance Assistance
Getting the first round of certifications right is the hardest part. UFBA provides hands-on lease-up support — training property managers on program requirements, reviewing initial applications, and ensuring the project’s first certifications meet the specific requirements of every funding source before the first tenant moves in.
Owner & Property Manager Training
UFBA conducts one-on-one and group training for property owners and management companies on certification procedures, income calculation, documentation requirements, and program-specific compliance obligations. Training is available for new projects, management changes, and annual refreshers.
UFBA CMS — Compliance Portal Access
All UFBA managed service clients receive access to the UFBA Compliance Monitoring System — a secure, web-based portal that provides 24/7 visibility into their portfolio’s compliance status, document submissions, and reporting history. The CMS is also being developed into a licensable SaaS platform for agencies and firms seeking to operate their own compliance portal.
→ Learn more about the UFBA CMS platform and early licensing access