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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) (Updated 08/01/2014)
 Access VHDA’s monthly operating summary form.

Excel VHDA Budget Statement of Profit and Loss (Updated 11/14/2014)
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.

 

More Information

 

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.

Contact Us

Compliance & Asset Management Department

Compliance & Asset Management Staff Directory

Customer Service

Toll Free: 877-VHDA-123
Local: 804-782-1986

 

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In Virginia: 711
Toll Free: 800-828-1140

 

VHDA Fraud, Waste or Abuse Hotline

Phone: 804-915-3146
Email: InternalAudit@vhda.com
Website: Reporting Fraud, Waste or Abuse