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Multifamily Financial Reporting Requirements 

The Multifamily Asset Management department of our Development division is responsible for monitoring the conditions of properties financed and serviced by VHDA.  This area's goal is to evaluate the physical state and financial soundness of the portfolio.

Financial reporting includes:

  • Monthly Operating Summary (MOS)
  • Annual Operating Budget
  • Annual Financial Statement

To find forms and instructions for submitting Multifamily financial information, click on the links below.

PDF Financial Reporting Requirements Memo
 Learn more about financial reporting requirements changes.

Excel Monthly Operating Summary (MOS)
 Access VHDA’s monthly operating summary form.

Excel VHDA Budget Statement of Profit and Loss
 Access for budget submissions.

Page  Mortgagor/Grantee's Audit Guide 
Find all required templates, including the Statement of Profit and Loss and the Balance Sheet.

Other Asset Management Related Materials:

 

NOTE: You will need Adobe’s Acrobat Reader (.pdf), Microsoft Word Viewer (.doc), Microsoft Power Point Viewer (.ppt), or Microsoft Excel Viewer (.xls) in order to view some of the documents on this page.