Compliance Solutions

Customer Survey

Since our formation in 1994, Compliance Solutions (an affiliate of Zeffert & Associates) has been committed to customer service, exceptional service delivery, and affordability for managers, developers, and state agencies addressing affordable housing needs in their respective communities. We are currently determining what service needs exist within the affordable housing community so that we may better prepare ourselves to serve you. Please fill out the following short survey and receive a free UPCS flip chart for your effort. This incredibly handy reference is our way of saying thanks for your help in shaping our services to better suit your needs.

BACKGROUND

First Name:	Last Name:	Title:
Organization:
Email
Mailing Address:
City	State:	Zip:

Developer

Investor

Manager

Owner

How many properties do you own, manage, develop, etc.?
How many affordable or low-income units?

COMPLIANCE

Do you currently employ an in-house Compliance Department to ensure that your properties comply with all federal regulations?

Who conducts your Compliance reviews?

Are you certain that all of your sites currently comply with Section 42 requirements for LIHTC properties?

Have you ever received an IRS 8823 Notice of Non Compliance?

What Compliance services or needs does your organization have?

Compliance Reviews/Audits		Tenant Income Certification (TIC)
Review of TIC (2nd Set of Eyes)		Other

Have you previously contracted or considered contracting Compliance experts to address that need?

What factors are most important to you in selecting a Compliance service? (Please rank 1-6 with 1 being most important)

Name Recognition		Price
Turn-Around Time		References
Certifications / Qualifications		Other

How frequent is your organization's need for Compliance services?

TRAINING

Is anyone on your staff HCCP (Housing Credit Certified Professional) certified?
UPCS (Uniform Physical Condition Standards) Certified?
Certified to manage HUD financed properties?
Has anyone on your staff attended an LIHTC Compliance training session?
A session on managing HUD financed properties?
What are the primary training needs within your organization?

How frequently does your organization need training services?

Please rank the following certifications with 1 being most important:

HCCP	NCP	C3P
STAR	COS	AHM
MORS	CMH	CMM
TaCCs	NCP	SCS

What factors determine the training company you select? (Please rank 1-6)

Name Recognition		Price
Length of Training		References
Class Size		Location
Other

Would a training location in a resort setting be more appealing to you?

Would you be more interested in public training or a private training session?

CAPITAL NEEDS ASSESSMENT

Do any of your properties currently require a Capital Needs Assessment (CNA)?

Who currently performs the CNA's for your organization?

In securing a CNA provider, which of the following issues are most important?

Price

References

Qualifications of Staff

Are you familiar with Compliance Solutions or Zeffert & Associates, and the services that we provide?

Would you like more information about Compliance Solutions, Inc.?

What is the most effective means of contacting you?

Telephone

Direct Mail

E-Mail

Fax

--- For more information please go to www.zeffert.com or call toll free at 866-760-6000 ---

2321 Weldon Parkway St. Louis, MO 63146 Phone: (800) 820-4079 | Fax: (314) 514-7799
Copyright 2006