Forms
Forms
Certain forms must be submitted for project reporting, performance assessment, and McKinney Act Loan Compliance.
Below is a list of all our forms relevant to property managers.
Requirement: Project Reporting & Monitoring
Once a year before January 30th, property managers are required to submit an annual borrower statement. This requirement applies to all DCHFA financed Multi-family Projects.
Requirement: Budget Submission
Once a year on November 1st, property managers are required to submit an annual budget for the upcoming year. This requirement applies to all DCHFA financed Multi-family Projects.
Requirement: None
This is a non-editable example to illustrate how the annual proposed budget should be formatted for submission.
The editable excel file can be found under”Budget & Income Spreadsheet”.
Requirement: Request for Reimbursement
The Replacement Reserve Certification states and verifies the integrity of the refund request. This is 1 of the 4 required documents need when submitting a Request for Reimbursement.
Requirement: Request for Reimbursement
The Cover Letter for Reimbursement Requests is a brief introductory document containing the refund amount being requested, list of attached documents, and the borrower’s contact information.
Requirement: Budget Submission
The HUD Chart of Accounts contains filing codes that must be used in the budget and income spreadsheet.
This document is also known as Chapter 4 of the HUD Handbook 4370.2 Rev-1, Financial Operations and Account Procedures for Insured Projects.
Requirement: Request for Reimbursement
The Itemized Spreadsheet is a complete breakdown of the total refund amount being requested. The excel spreadsheet provides a list of each work order’s associated cost.
Requirement: Change Management Company Request
The Management Agent Questionnaire is for the proposed Management Agent that a property manager states he is switching to in his request.
Requirement: Project Reporting & Monitoring
The Management Operations Summary is one of the several documents due to DCHFA on a quarterly basis. It provides a general overview of important information regarding the property and tenants.
Requirement: Change Management Company Request
The DC Property Manager’s License is for proposed Management Agents. It provides a step by step guide for applying for licenses.
Requirement: Change Management Company Request
Requirement: Change Management Company Request