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Frequently Asked Questions for Section 8 Contract Administration: Reviews

Other Questions

Renewals
Real Estate Assessment Center
HUD/WHEDA Responsibilities


What does WHEDA look for in a management review? Top of Page

We are required to utilize HUD 9834 Management Review form which is a 25-page questionnaire plus addendums. The areas looked at (taken from the Summary Sheet) are:

  1. General apearance and security
  2. Follow-up and monitoring of project inspections
  3. Maintenance and standard operating procedures
  4. Financial management/procurement
  5. Leasing and occupancy
  6. Tenant/management relations
  7. General management practices

Owners/agents should be familiar with the Summary Sheet and Questionnaire.


What information is required in each tenant file? Top of Page

  1. Application.
  2. Signed and dated HUD 50059 form.
  3. Move-in/move-out dated and signed checklist.
  4. Citizenship 214 Declaration. See HUD Handbook 4350.3 Exhibit 3-5 for sample declaration form.
  5. HUD Form 9887 and 9887A, notice and consent for release of information.
  6. Third-party income, asset and expense verifications.
  7. Disposal of assets form.
  8. Appropriate lease and amendments, signed and dated.
  9. Resident Rights and Responsibilities brochure.
  10. Lead Base paint disclosure.
  11. Documentation of annual unit inspections.
  12. Initial letter to tenant regarding annual re-certification.
  13. HUD Fact Sheet. See HUD Handbook 4350.3 Appendix 14.
  14. Criminal background check documentation.
  15. Any documentation used to verify and/or determine eligibility.