Asset Management Policies and Forms

Audits
12/16     Audit Guide Cover Letter
12/16     470 - Audit Guide Policy
12/16     470 - Audit Guide Policy (Word Version)
03/14     471 - Limited Dividend Payment Policy
02/14     471A - Limited Dividend Payment Approval Request Form

Bedbugs
07/12     HUD Notice H2012-5 Bedbugs

Budgets
06/17     450 - Annual Budget Guide Policy
06/17        450 - Attachment 1 - Approved Pension Plans
06/17        450 - Attachment 2 - Annual Fees
06/17        450 - Attachment 3 - Identity of Interest Rule
10/17        450B - Identity of Interest Form
07/17     452 - MR Budget Guide Policy

Fair Housing
05/14     440A - Affirmative Fair Housing Marketing Plan Form
03/15     440B - AFHMP Form Instructions
05/14     440C - Goals and Achievements Form
03/15     440D - AFHMP Update Certification

Insurance Coverage
05/14     425 - Employee Dishonesty Crime Coverage Policy
12/05     MSHDA Insurance Guidelines
08/15     521 - Insurance Claim Procedures
08/15     521A - Insurance Claim Release Request

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     401  Management Agreement (MSHDA Financed)
05/17     401 S8 - Management Agreement (Section 8)
06/17     401 S236 - Management Agreement (Section 236)
06/17     401A  Fee Addendum to Management Agreement (2018 Version)
07/16     401A  Fee Addendum to Management Agreement (2017 Version)
12/12     401A1  Schedule 1 to Fee Addendum to Management Agreement
04/12     401B  Marketing Addendum to Management Agreement

Management and Premium Management Fees
07/15     Management Fee Policy
12/15     415 - Premium Management Fee Policy 2016
12/16     415 - Premium Management Fee Policy 2017
08/17        415A - Premium Management Fee Application and Certification Form
08/16        415A - Premium Management Fee Application and Certification Form
01/15        415B - Premium Management Fee Instructions
12/16        415C - Premium Management Fee Worksheet

Monthly Income and Expense
03/15     460 - Monthly Income and Expense Guide Policy
03/16       460A - Monthly Income and Expense Template
01/10     Monthly Income and Expense Guide Policy - MR Developments
01/10     MR Monthly Income and Expense Template

Reserves
11/13    501 - Operating Reserve Cash (ORC) Policy
05/14        501A - Reserve Draw Request Form 
02/14     502 - Development Cost Escrow (DCE) Policy
05/14        502A - DCE Draw Request Form
05/14     503 - Replacement Reserve (RR) Policy
10/12        503A - RR Draw Request Form
02/15        503B - RR Worksheet
10/12        503C - Owner Bid/Contract Pre-Approval Request Form
10/12        503D - RR Exception Request Form
10/12        503E - Summary of Invoices
06/15     504 - Operating Assurance Reserve (OAR) Policy
10/14        504A - OAR Request Form
10/14     505 - Operating Deficit Reserve (ODR) Policy
10/14        505A - ODR Request Form
01/16     506 - New Regulation Residual Receipts Reserve Policy (NR4)
01/15        506A - Retained Balance - NR4 Request Form
10/14     515 - Asset Management Fee Policy
12/14     601 - Tax and Insurance Policy
12/17         Annual Tax and Insurance Letter

Section 8 Developments
07/02     Annual Adjustment Factors Worksheet
11/12     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
06/17    451 - Utility Sampling and Rent Schedule Policy
06/17        451A1 - Rent/Utility Change Notice (Sec 236)
06/17        451A2 - Utility Allowance Decrease Notice (Sec 8)
06/17        451A3 - Rent/Utility Change Notice (MSHDA-Financed)
11/17     Section 8 and 236 Utility Template

If you have questions regarding content on this website contact:

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