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BUDGET REQUIREMENTS
CHFA
Form HM 6-12 (Rev. 10/99), "Projected Annual Operating Budget", must be
submitted to the Owner at least sixty (60) days prior to the beginning
of a new fiscal year, and to CHFA at least thirty (30) days before the
new fiscal year begins. The budget must be zero-based and a realistic estimate (not a percentage assumption-i.e., 3% increase based on previous year's actual dollars) addressing rents, other revenues, operating expenses, and required reserves. All
CHFA's Multifamily
forms and/or instructions may be accessed on our website.
In
addition to providing the budget on the aforementioned form, CHFA requires
the submission of the following supporting documentation:
· CHFA Form HM 6-12(a), "Projected Annual Operating
Budget
Spread Format", distributing projected annual income and
expenses over twelve (12) months. Specifically, this
schedule should show annual income and expenses in the
months they are expected to be incurred.
·
A current Market Survey that defines the market
and
contains detailed information on at least three (3)
comparable and competing properties. Section 8 and 236
developments are not required to complete Market
Surveys.
· A written rent increase request that includes
a current and
proposed rent schedule by unit type. NOTE: Rent increase
requests will be considered once a year, at the time of
budget preparation. When necessary, proposed rent
increases should be built into the budget. Increases must
be
supported by the above mentioned Market Survey and
warranted by projected operating expenses which are
reasonable and necessary to the operation of the
development. Section 8 and 236 developments are not
required to submit written requests to CHFA for rent
increases. Current rent schedules are required.
Budget
Requirements contd.
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