Forms & Handbooks
Below are all Asset Management & Compliance related forms and resources for CalHFA & HUD.
CalHFA Resources
Asset Management
- AB2006 Letter To Sponsors
- Affordable Housing Marketing and Outreach Plan (September 2025)
- Annual Audited Financial Statements Handbook (Updated October 2023)
- Annual Audited Financial Statements Handbook Webinar - (September 2023)
- Cash Based Operating Template
- Capital Improvement Budget
- Change Order Policy
- Change Order Form
- Combined Bid Approval Request
- Combined Operating Budget (Updated May 2026)
- Combined Replacement Reserve Eligible vs. Ineligible Items
- Combined Reserve Disbursement Request (Updated July 2026)
- Management Agent Change Form
- Management Plan Checklist
- Ownership Change Form
Compliance
- CalHFA Model Lease 02/01/08
- Combined Appeal and Grievance Procedure
- Combined Replacement Reserve Eligible (April 2026)
- Eviction Procedures (Attachment #4) 01/2010
- Eviction Procedures PRA 811 (Addendum F)
- Exhibit 2-Amendment - (February 2026)
- Grievance Procedures (Attachment #5) 03/2012
- Grievance Procedures PRA 811 (Addendum G)
- HUD CA Lease Addendum 03/12/2013
- HUD Section 811 PRA Model Lease (HUD 92236 Form)
- School Facility Fee Reimbursement Program - SFFRP (Updated April 2025)
- Tenant Income Certification Form
Loan Forms
- ACH Debit Transfer Authorization (MAP) Form
- Webloans Access Request Form
- WebLoans! Change Access Request Form
MHSA/SNHP Forms
- Annual Self Certification Form
- MHSA COSR Certification
- MHSA-COSR Rent Roll (Updated April 2026)
- MHSA Non-COSR Rent Roll
- MHSA Operating Subsidy Reserve Form (March 2026)
- MHSA-SNHP - COSR Bifurcated Supplemental Audited Financials Form (Updated June 2026)
- Simple Annual Operating Budget for Non-COSR exceptions
(MHSA/Shared Housing with under 25 units) - Special Needs Form
PRA 811 Rent Adjustment
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)
