Asset Management

Audits

• Minnesota Housing Audit Guide - Updated 10.2018
• Appendix to Audit Guide - Updated 10.2018
• Computation of Surplus Cash Form (.xls)
• Computation of Surplus Cash Instructions

Budget & Operating Reports

• Budget and Reporting Tool (.xlsm) Revised 12.20.2022 - If using Firefox, you may be prompted to open the file or save the file. Please use “Save As” option to download these files, rather than “Open.”
• Guidance for Submitting a Successful Budget
  • Section I - Creating the BudRep (7:13)  Notes
  • Section II - Completing the Rent Table (12:39)  Notes
  • Section III - Expenses and Submission Instructions (9:11)  Notes
• Submissions: Budget and Operating data must be submitted via Box.com. Before attempting to upload files to Minnesota Housing, management companies should check their Box.com account to ensure the specific development is currently included. Or, contact Asset Management staff to have the development added.

Operating Reports

• Form 258A, B, C & D - Instructions (available in pdf format only)

Affirmative Fair Housing Marketing Plan (AFHMP)

• AFHMP Process and Materials

Management Review/Inspection Documents

• Property Profile
• 7-year Project Capital Needs (Excel)
• Property Manager Questionnaire for Developments with LTH/HPH Units
• Service Provider Questionnaire for Developments with LTH/HPH Units

Draw Requests

• Draw from Reserves - Fillable

Report of Casualty Loss

• Report of Casualty Loss - Submit this form following any casualty loss (including units out of service for more than one rental period) for all properties financed by Minnesota Housing.

Notices and Guidance

• 2016 Flood Memo to Owners and Management Companies
• REAC Inspection Notice
• Tenant Selection Plan Guidelines
• Refer to the Supportive Housing Information and Resources publication for occupancy guidance including tenant screening, selection and retention plans, lease up, vacancies and determining tenant rents in supportive housing.

Development Team  Qualification Forms