Forms & Handbooks
Below are all Asset Management & Compliance related forms and resources for CalHFA & HUD.
CalHFA Resources
Asset Management
- Annual Audited Financial Statements Handbook (Updated October 2023)
- Annual Audited Financial Statements Handbook Webinar - (September 2023)
- Annual Operating Budget Form (Updated October 2023)
- CalHFA Management Agent Review Form
- ACH Debit Transfer Authorization (MAP) Form
- Webloans Access Request Form
- Reserve Disbursement Request (Updated July 2024)
- Pre 1986 Tenant Certification Form
- Site Inspection Maintenance Review Form
- Special Needs Form
- Tenant Income Certification Form
- Surplus Cash – Section 8
- MHSA Operating Subsidy Reserve Form (Year 2 & after)
- MHSA COSR Certification
- MHSA Supplemental Audit Financials Form (Updated October 2020)
- MHSA Operating Budget (Updated February 2023)
- Annual Self Certification Form
- MHSA-COSR Rent Roll (Updated October 2024)
- MHSA Non-COSR Rent Roll
- Notice of Intent to Transfer Ownership
- School Facility Fee Reimbursement Program - SFFRP (Updated June 2023)
Compliance
- CalHFA Model Lease 02/01/08
- Eviction Procedures (Attachment #4) 01/2010
- Grievance Procedures (Attachment #5) 03/2012
- HUD CA Lease Addendum 03/12/2013
HUD Resources
Asset Management
- 2530 Clearance
- 9839-B - Project Owner's/Management Agent's Certification for Multifamily Housing
- Annual Adjustment Factor (AAF)
- Fair Market Rents
- HUD Forms
- HUD Handbook 4350.1 (Multi-Family Asset and Project Servicing Handbook)
- HUD Handbook 4381.5 (Management Agent Handbook)
- HUD Income Limits
- Section 8 Contract Renewals
Compliance
- Enterprise Income Verification (EIV) System
- FAQ's & Final LEP Guidelines
- HUD Forms
- HUD Handbook 4350.3 (Occupancy Requirements)
- HUDCLIPS
- Rental Housing Integrity Improvement Project (RHIIP) Listserv
- The Certification of Domestic Violence, Dating Violence or Stalking (VAWA)
- TRACS Documents
- TRACS web site
- VAWA Lease Addendum
- Bed Bug Control Laws (07/01/2017)
