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AM Policies and Forms

Audits
01/22 Audit Guide Cover Letter
01/22 Audit Guide Policy (470)
01/22 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
07/22 Budget Guide Policy (450)
07/22  Approved Pension Plans (450-Attachment 1)
07/22  Annual Fees (450-Attachment 2)
01/91  Identity of Interest Rule (450-Attachment 3)
07/22  Identity of Interest Form (450B)
07/22 Utility Sampling and Rent Schedule Policies
04/20 Pension Plan Certification (421A) Form

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)
03/22 Insurance Guide Policy (520)
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)
08/21 Fee Addendum to Management Agreement (401A) - 2022 Version
08/22 Fee Addendum to Management Agreement (401A) - 2023 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)
09/21  Premium Management Fee Application and Certification Form (415A) - 2021
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)

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)
05/21 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)
12/21  December Tax and Insurance Letter
07/21  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
06/22 Utility Policy Release
06/22 Utility Sampling Policy (451)
07/22 Utility Template
06/22  Utility Allowance Change Notice (451A1)
06/22  Utility Allowance Decrease Notice (451A2)
07/21 Rent Schedule Policy (453)
10/19 Section 8 Utility-Rent Schedule Template

If you have questions regarding content on this webpage contact:

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