Asset Management Exhibits

Asset Management Exhibits may be updated from time to time due to regulation or improvements. Please check back frequently to ensure you are utilizing the most recent forms.

• Exhibit A: Owner’s Certification of Continuing Program Compliance  rev. 12/8/23
• Exhibit B: Tenant Income Certification rev. 12/19/23
  • Note: Also see Ex. B for certifications/recertifications effective on or after January 1, 2024 (HOTMA) 
• Exhibit C: Employment Verification   rev. 12/11/23
• Exhibit C-5: Management Review Questionnaire   rev. 1/9/24
• Exhibit D: Under $5,000 Asset Verification  rev. 12/11/23
  • Note: Also see Ex. D for certifications/recertifications effective on or after January 1, 2024 (HOTMA) 
• Exhibit E: Certification of Zero Income  rev. 8/25/23
• Exhibit F: Student Verification  rev. 8/14/23
• Exhibit G: Notice of Change of Ownership or Ownership Interest  rev. 12/8/23
• Exhibit H: Annual Occupancy Reports for Non-Internet Reporting  
• Exhibit I: Unit Certification   rev. 8/23/23
• Exhibit J: Authorized Representative Designation   rev. 12/11/23
• Exhibit J-1: Management Agent Authorized Representative Designation   rev. 12/11/23
• Exhibit K: Certification of Continuing Program Compliance HOME Program   rev. 12/11/23
• Exhibit L: Property Information Sheet  rev. 12/20/23
• Exhibit M: LIHTC Certification of Student Eligibility  rev. 12/12/23
• Exhibit M-1: HOME Program Certification of Student Eligibility  rev. 12/1/23
• Exhibit N: Disclosure of Lead Paint-Hazards Warning  (external website)  
• Exhibit O: Section 42 Form rev. 2/20/24
• Exhibit P: Request for Common Unit Use   rev. 5/14/22
• Exhibit Q: Non-Employment Affidavit  rev. 5/9/24
• Exhibit R: HOME and/or HTF/NHTF Form rev. 6/3/24
• Exhibit T: Request for Extension and/or Action Plan   rev. 7/21/24
• Exhibit U: Annual Resident Certification   rev. 5/14/24
• Exhibit V: LIHTC Identity of Interest (IOI) Statement rev. 6/17/23
• Exhibit W: IRS First Year Credit Period Certification  rev. 6/5/24
• Exhibit Y: Corrective Action Plan   rev. 4/11/24
• Exhibit Z: Housing Priority Certification   rev. 5/14/24

Certifications/Recertifications effective on or after January 1, 2024 (HOTMA)

• Exhibit B: Tenant Income Certification   rev. 11/13/23 
• Exhibit D: Under $50,000 Asset Verification  rev. 12/1/23  

Extended Use Period (EUP) Forms

• Exhibit EUP-2: EUP Owner Certification of Compliance  rev. 4/9/19
• Exhibit EUP-3: Annual Occupancy Report   rev. 6/30/22
• Exhibit EUP-4: Notice Change of Ownership  rev. 6/30/22
• Exhibit EUP-5: Extended Use Period Income Waiver Request Form  rev. 5/14/22

Qualified Contract Process (QCP) Forms

• Exhibit 3yDP: Annual Owners Certification-Opt Out-Foreclosure
• Exhibit QCP-1: Qualified Contract Application Instructions
• Exhibit QCP-2: Sample Qualified Contract Request Notification
• Exhibit QCP-3: Qualified Contract Application
• Exhibit QCP-4: Qualified Contract Process Worksheet with Instructions
• Exhibit QCP-5: Year 15 Agreed Upon Procedures
• Exhibit QCP-6: Qualified Contract Price COLA Calculation Worksheet

Property Management Forms

• Exhibit A-1: Management Plan Outline and Checklist
• Exhibit A-2: Project Owner’s Management Agent Certification
• Exhibit A-5: Certified Property Management Application
• Exhibit A-6: Authorization for Release of Information
• Exhibit A-7: Project Training Certificate Checklist
• Exhibit A-10: MHDC Blank Budget
• Exhibit A-20: Asset Management Checklist
• Exhibit A-21: Notice to Residents of Managements’ Intention to submit a Rent Increase Request to MHDC for Approval 
• Exhibit A-22: Authorization for Release of Property Information
• Exhibit A-23: Electronic Signature Policy Certification

Instructions

• Exhibit A: Owner’s Certificate of Continuing Program Compliance Line by Line Instructions
• Affirmative Fair Housing Marketing Plan (AFHMP) Line by Line Instructions   rev. 8/27/24

HUD Forms

HUD 2530 Previous Participation Survey

• https://www.hud.gov/sites/documents/2530.pdf

HUD 27061-H, Race-Ethnicity Data

• https://www.hud.gov/program_offices/administration/hudclips/forms/hud2

HUD 935-2A AFHMP (Multifamily)

• https://www.hud.gov/sites/dfiles/OCHCO/documents/935-2A.pdf

HUD 935-2B AFHMP (Single Family)

• https://www.hud.gov/sites/dfiles/OCHCO/documents/935-2B.pdf

HUD 9834 Revised

HUD 9834 Addendum B Part A

HUD Exhibit 3-4 & 3-7: Please see HUD Handbook 4350.3, change 4, Revision 1 at www.hud.gov .Sample forms can be found in the handbook.

HUD Exhibit 3-5: Declaration Format Form

HUD Exhibit 3-6: Verification Consent Form

• https://www.hud.gov/sites/documents/DOC_35689.PDF

HUD 5380 Notice of Occupancy Rights Under VAWA

• https://www.hud.gov/program_offices/administration/hudclips/forms/hud5a

HUD-5381 Model Emergency Transfer Plan

• https://www.hud.gov/program_offices/administration/hudclips/forms/hud5a

HUD 5382 Certification of Domestic Violence

• https://www.hud.gov/program_offices/administration/hudclips/forms/hud5a

HUD 5383 Emergency Transfer Request

• https://www.hud.gov/program_offices/administration/hudclips/forms/hud5a

-HUD Occupancy Handbook HUD Handbook   4350.3: https://www.hud.gov/program_offices/administration/hudclips/handbooks/hsgh/4350.3

-HUD Uniform Physical Condition Standards Training, click here: https://www.hud.gov/program_offices/public_indian_housing/reac/products/pass/pass_trng

-National Standards for the Physical Inspection of Real Estate (NSPIRE), HUD.gov, U.S. Department of Housing and Urban Development: (HUD) https://www.hud.gov/program_offices/public_indian_housing/reac/nspire