Asset Management Policies and Forms

Audits
01/21     Audit Guide Cover Letter
01/21     Audit Guide Policy (470)
01/21     Audit Guide Policy - Word Version (470)
03/20     Limited Dividend Payment Policy (471)
03/20     Limited Dividend Payment Approval Request Form (471A)

Bedbugs
07/12     HUD Notice H2012-5 Bedbugs

Budgets
07/20     Budget Guide Policy (450)
07/20        Annual Fees (450-Attachment 2)
07/20        Approved Pension Plans (450-Attachment 1)
04/20        Identity of Interest Form (450B)
07/20     Identity of Interest Rule (450-Attachment 3)
06/20     Utilities and Rent Schedule

Fair Housing
03/20     Affirmative Fair Housing Marketing Plan Form (440A)
03/20     AFHMP Form Instructions (440B)
03/20     AFHMP Update Certification (440D)
03/20     Goals and Achievements Form (440C)

Insurance Coverage
04/20     Employee Dishonesty Crime Coverage Policy (425)
12/05     MSHDA Insurance Guidelines
04/20     Insurance Claim Procedures (521)
04/20     Insurance Claim Release Request (521A)

Lease Agreements
08/16     Lease Agreement - Section 236
08/16     Lease Agreement - Section 8
12/07     HUD Model Lease for Subsidized Programs
07/08     HUD Model Lease Addendum for Michigan
07/08     Michigan Pet Addendum for HUD Lease
05/16     VAWA 2013 Lease Addendum
*Contact your assigned Asset Manager, if your interested in other program leases.

Management Agreements and Addendums
06/17     Management Agreement - MSHDA Financed (401)
05/17     Management Agreement - Section 8 (401-S8)
06/17     Management Agreement - Section 236 (401-S236)
08/19     Fee Addendum to Management Agreement (401A) - 2020-21 Version
06/18     Fee Addendum to Management Agreement (401A) - 2019 Version
12/12     Schedule 1 to Fee Addendum to Management Agreement (401A1)
04/12     Marketing Addendum to Management Agreement (401B)

Management and Premium Management Fees
04/20     Management Fee Policy (410)
08/20     Premium Management Fee Policy (415)
01/20         Premium Management Fee Application and Certification Form (415A) - 2019
08/20         Premium Management Fee Application and Certification Form (415A) - 2020
08/20         Premium Management Fee Instructions (415B)
08/20         Premium Management Fee Worksheet (415C)

Monthly Income and Expense
04/20     Monthly Income and Expense Guide Policy (460)
01/21         Monthly Income and Expense Template (460A)
01/10     Monthly Income and Expense Guide Policy - MR Developments
01/10     MR Monthly Income and Expense Template

Reserves
03/20     Asset Management Fee Policy (515)
05/20     Development Cost Escrow (DCE) Policy (502)
05/20         DCE Draw Request (502A)
05/20     New Regulation Residual Receipts Reserve (NR4) Policy (506)
05/20         NR4 Retained Balance Request (506A)
05/20     Operating Assurance Reserve (OAR) Policy (504)
05/20         OAR Draw/Reduction Request (504A)
05/20         OAR Worksheet (504B)
05/20     Operating Deficit Reserve (ODR) Policy (505)
05/20         ODR Request (505A)
05/20         ODR Worksheet (505B)
05/20    Operating Reserve Cash (ORC) Policy (501)
05/20         ORC Draw Request (501A)
05/20         ORC Draw Worksheet (501B)
05/20     Replacement Reserve (RR) Policy (503)
05/20         RR Draw Request (503A)
05/20         RR Worksheet (503B)
05/20         Owner Bid/Contract Pre-Approval Request (503C)
05/20         RR Exception Request (503D)
05/20         Summary of Invoices (503E)
05/20     Tax and Insurance Policy (601)
12/20         December Tax and Insurance Letter
07/20         July Tax and Insurance Letter

Section 8 Developments
07/02     Annual Adjustment Factors Worksheet
06/16     HUD Form 9834
05/02     HUD Notice H 2002-10 Section 8 Rent Adjustments using AAF

Small Scale Developments
03/17     Financial Review Policy
03/17     Financial Review Requirements and Examples
08/17     SSAM Budget Guide Policy
02/14     SSAM Operating Reserve Policy
02/14     SSAM Replacement Reserve Policy
05/17     SSAM Utility and Rent Policy

Utility Sampling and Rent Schedule
06/21    Utility Policy Release
06/21    Utility Sampling Policy (451)
06/21    Utility Template
06/21         Utility Allowance Change Notice (451A1)
06/21         Utility Allowance Decrease Notice (451A2)
07/20     Rent Schedule Policy (453)
10/19     Section 8 Utility-Rent Schedule Template

If you have questions regarding content on this website contact:

Paul Bursley
517-241-4508
bursleyp@michigan.gov