AM Policies and Forms

Audits
01/26 Audit Guide Policy (470)
01/26 Audit Guide Policy - Word Version (470)
07/23 Limited Dividend Payment Policy (471)
03/20 Limited Dividend Payment Request Form (471A)

Budgets
07/25 Budget Guide Policy (450)
01/26  Certified Pension Plans (450-Attachment 1)
06/25  Annual Fees for MSHDA-Financed Developments (450-Attachment 2)
01/91  Identity of Interest Rule (450-Attachment 3)
09/24  Identity of Interest Form (450B)
06/25 Utility and Rent Schedule Policies
11/25 Pension Plan Certification (421A) Form
01/24 E-signature Policy Page
07/25 Budget Training Handout 2026

Fair Housing
05/23 Affirmative Fair Housing Marketing Plan Form (440A)
05/23 AFHMP Form Instructions (440B)
05/23 AFHMP Update Certification (440D)
03/20 Goals and Achievements Form (440C)
04/24 Marketing Resource Guide for Multifamily Developers

Insurance Coverage
04/20 Employee Dishonesty Crime Coverage Policy (425)
04/25 Insurance Guide Policy (520)
02/24  Insurance Deductible Waiver Certification Form (520A)
04/20 Insurance Claim Procedures (521)
04/20 Insurance Claim Release Request (521A)

Lease Agreements
08/16 Lease Agreement - Section 8
10/24 HOME Model Lease
12/07 HUD Model Lease for Subsidized Programs
07/08 HUD Model Lease Addendum for Michigan
07/08 Michigan Pet Addendum for HUD Lease
10/24 VAWA Lease Addendum

Management Agreements and Addendums
12/22 Management Agreement - MSHDA Financed (Word)
01/23 Management Agreement - Section 8 (Word)
06/25 Fee Addendum and Sch 1 to Management Agreement (401A) - 2026 Version
07/24 Fee Addendum and Sch 1 to Management Agreement (401A) - 2025 Version
05/23 Marketing Addendum to Management Agreement (401B)

Management and Premium Management Fees
05/21 Management Fee Policy (410)
12/24 Premium Management Fee Policy (415)
06/25  Premium Management Fee Application and Certification Form (415A) - 2025
12/24  Premium Management Fee Application and Certification Form (415A) - 2024
08/20  Premium Management Fee Instructions (415B)
12/24  Premium Management Fee Worksheet (415C)

Monthly Income and Expense
01/26 Monthly Income and Expense Guide Policy (460)
01/26 Monthly Income and Expense Template (460A)

Reserves
02/26 Asset Management Fee Policy (515)
02/26 Development Cost Escrow (DCE) Policy (502)
02/26  DCE Draw Request (502A)
02/26 Housing Trust Fund Reserve Policy (512)
02/26  Housing Trust Fund Reserve Request (512A)
02/26 Master Lease Reserve Policy (509)
02/26  Master Lease Reserve Request (509A)
02/26 New Regulation Residual Receipts Reserve (NR4) Policy (506)
02/26  NR4 Retained Balance Request (506A)
02/26 Operating Assurance Reserve (OAR) Policy (504)
02/26  OAR Draw/Reduction Request (504A)
02/26 Operating Deficit Reserve (ODR) Policy (505)
02/26  ODR Request (505A)
02/26 Operating Reserve Cash (ORC) Policy (501)
02/26  ORC Draw Request (501A)
02/26 Rent Subsidy Reserve Policy (510)
02/26  Rent Subsidy Reserve Request (510A)
02/26 Replacement Reserve (RR) Policy (503)
02/26  RR Draw Request (503A)
02/26  Owner Bid/Contract Pre-Approval Request (503C)
02/26  RR Exception Request (503D)
02/26  Summary of Invoices (503E)
02/26 Capital Needs Assessment (CNA) Policy (320)
12/24 Tax and Insurance Policy (601)
12/25  December Tax and Insurance Letter
07/25  July Tax and Insurance Letter

Small Scale Developments
02/24 Financial Review Policy
02/24 Financial Review Requirements and Examples
09/25 SSAM Budget Guide Policy
02/26 SSAM Operating Reserve Policy
02/26 SSAM Replacement Reserve Policy
05/25 SSAM Utility and Rent Policy

Utility and Rent Schedule Policies
06/25 Utility Policy Release
06/25 Utility and Rent Schedule Policy (451)
06/25 Utility Rent Schedule Template (2026_URST_Workbook)
06/24 Rents Worksheet Form (451H)

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