Property Management Companies

Information and Forms for Financial Operations

This section of the Agency's Web site includes information and forms for preparing and submitting annual operating budgets, monthly and quarterly operating reports, and audited financial statements. In addition, the property insurance requirements for developments with loan financing are also included.

• Financial Reporting Manual for Agency-Financed Properties and Tax Credit Only Properties
  • Financial Reporting Manual (Complete Manual)
    • Introduction
    • Legal Documents
    • Reporting Requirements and Due Dates
    • Annual Operating Budget
    • Quarterly Operating Report
    • Audited Financial Statements - (revised Sept 2008)
    • Chart of Accounts
    • Glossary

• Financial Operations Forms
  • Annual Budget (Zip File)
  • Quarterly Operating Report (Zip File)
  • Statement of Profit and Loss – Comparative Years (Zip File)
  • Statement of Profit and Loss – One Year (Zip File)
  • Statement of Profit and Loss – Tax Credit Only (Zip File)
  • Computation of Surplus Cash (Zip File)

• Controllable Operating Expense Ranges

• Property Damage Procedures and Insurance Requirements - (updated June 2008)

• Best Practices