The Compliance and Asset Management department 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.
Financial Reporting Requirements (Updated 1/25/2018)
Learn more about financial reporting requirements changes.
Monthly Operating Summary (MOS) (Updated 09/05/2018)
Access VHDA’s monthly operating summary form.
VHDA Budget Statement of Profit and Loss (Updated 09/05/2018)
Access for budget submissions.
Mortgagor/Grantee's Audit Guide
Find all required templates, including the Statement of Profit and Loss and the Balance Sheet.
NOTE: You will need Adobe’s Acrobat Reader (.pdf), and/or Microsoft Office Software in order to view some of the documents on this page.