RE: Management and Occupancy Review for … Management and Occupancy Review for Project1 ... 18 Lead Based Paint Certifications ... List all staff paid from project accounts:

****For Use by Sec. 8 PBCA Developments that are NOT Financed by MassHousing

Date1

RE: Management and Occupancy Review for Project1HUD # MA06- MHFA # 00-000

Dear Ms:

As the Contract Administrator for HUD, I wil be conducting the annual management andoccupancy review (MaR) for Project1 beginning at time a. m. on Date1.

1 anticipate the review wil take one to two days and urge you to examine the form and materialsin advance of the review.

I have enclosed a general posting notice informing all residents of the inspection. The noticemust be posted in common areas such as the laundry room and mailbox area and delivered toeach tenant's unit at least seven days in advance of the review. All common areas,maintenance and storage areas, grounds, and vacant units may be inspected.

To expedite the review, please prepare the attached exhibits, which are also listed below, andhave them on site the day of the review. In addition, please prepare for my review the itemscheck marked on Addendum C, and review Parts Band C of Addendum B, Exhibit LX, inadvance of the review. Also, please have ready for me, to bring back to MassHousing,items checked marked in Column (a) of Part D of Addendum B, Exhibit iX.

Before you sign any of the certifications confirm that the information you have provided is trueand accurate. Otherwise, HUD may impose penalties pursuant to various sections of the U. S.Code.Moreover, HUD maintains that only the owner is authorized to sign the certifcations.

. Exhibit I: Waiting List Summary

. Exhibit II: Vacancy & Turnover

. Exhibit III: Marketing Practices

. Exhibit iv: Commercial Leasing

. Exhibit V: Annual Resident Services

. Exhibit Vi: Payroll/Management Expenses

. Exhibit VII: Vendor Contracting Practices

. Exhibit VII: List of Current Principals and Board Members

. Exhibit IX: Addendum B; Reviewer's Form, Part A-Section I, II, III, and Part D

1 will require a copy of the following:

. A current rent receivables listing, with totals broken out as (a) less than 30 days, (b) 30 to 60

days, and (c) over 60 days.. HUD approved Rent Schedule (Form HUD 92458)

I ask that you review for accuracy the information I have provided on the Reviewer's Form ofaddendum B, Exhibit ix. Should you find that you would like me to correct or add information, iask that you do so on a separate page and attach it to the form. Also, please attach anydocumentation you may have in support of the addition or change you would like me to make.Under no circumstance, however, should you change or add information to the originalReviewer's Form that i have provided.

I also ask that you have the following material available on-site at the time of the review:

. The last three rejection notices mailed out and the corresponding applicant files

· Resident files for move-ins, move-outs, recertification and rejections.. The current rent roll (or rent cards)· Security deposit interest payment and refund records (if not in resident files). Current applicant wait list as well as a hard copy reflecting the last twelve months of

changes. Security and/or Police Reports

. Written tenant selection plan

. Affirmative Fair Housing Marketing Plan

. Management Plan

. Management Agreement

. Preventive Maintenance Schedule

. All items checked on Addendum C

I look forward to meeting with you and your staff during the review. i recognize that you havemany other commitments and I thank you in advance for your time and cooperation.

Sincerely,

Analyst1Asset Manager

cfo

attachments

***For Use by Sec. 8 PBCA Developments that are NOT Financed by MassHousing

NOTICE TO ALL RESIDENTS OF

MANAGEMENT & OCCUPANCYREVIEW

A Management Occupancy Review of Project1 wil be conducted by a MassHousingrepresentative on Date1.

This review is conducted each year and includes an inspection of the grounds,buildings, common areas, vacant units and administrative policies and procedures.This inspection does not include occupied units.

If you have any questions, please contact the Propert Manager.


ADDENDUMCOMB Approval No. 2502-0178

Exp.1130/2011

DOCUMNTS TO BE MAE AVAILABLE BY OWNR/AGENT

Instructions: ReVIewers should place a check mark next to those items that must be available for review.

General Documents

18 All Tenant Files and records (including rejected, transfer and move-out fies)18 Curent waiting list18 Last advertisement and/or copies of aparent brochures18 HU-approved Rent Schedule (H-92458)o Procurement Files

o Work Order Jourals/Logso Cash Disbursement Joural

o Fidelity Bond

o Propert/Liabilty Insurance

o Copies of the HU-52670 for the last twelve months for each subsidy contracto Curent anual budget

o Quarerly budget variance reportso Reserve for Replacement Component Analysis

18 Copy of Rent Roll

18 Copy of Application18 Copy of Lease, lease addendums and house rules18 Copy of Pet Policy18 Copy of Applicant Rejection Letter18 Anual Unit Inspections18 Fact Sheet "How your rent is determined"18 Copy of the "Resident Rights & Responsibilty"18 Lead Based Paint Certifications18 EH& S Certifications18 All Operating Procedure Manuals18 Documentation for Elderly Preferences Under Sections 651 or 65818 Income Targeting Tracking Log18 List of all curent Principals and Board Members18 Other - See Attachment 1

Civil Rights Front End Limited Monitoring and Section 504 Review Documents

18 Affirmative Fair Housing Marketing Plan18 Tenant Selection Plan18 Recent Advertising

18 Fair Housing Logo and Fair Housing Poster

form HU-9834 (6/2009)Ref. HUD Handbook 4350.1, REV-l

and HUD Handbook 4566.2

ATTACHMENT 1

Enterprise Income Verification (EIV)

Other:

18 EIV Coordinator Access Authorization Forms (CAAFs)

II EN User Access Authorization Forms (UAFFs)

18 EIV Owner Approval Letters

18 Security Awareness Questionnaire

18 Rules of Behavior (ROB)

EIV Reports to be reviewed by PBCA /TCA

18 Income Discrepancy Report

18 Failed Verification Report

18 Deceased Tenant Report

18 Multiple Subsidy Report

DEVELOPMENT:DATE OF INSPECTION:

EXHIBIT I

WAITING LIST SUMMAY

Internal Waiting List:

BR Size/Type # of Over-housed Residents # of Under-housed Residents

TOTAL

External Waiting List by Preferences:

Last Update of Waiting list:

BR S. rrExtremelyL L Very

L M d M k T A bize iype ow ow ow o . ar et ota s ccessi Ie

TOTAL

Racial/Ethnic Breakdown:

RaceAsian/Pacific Islander

Black

Native American

# % RaceNon-White

White

Other

# %



EXHIBIT II

VACANCY AND TURNOVER

Attach turnover log or provide the following information for units that turned over in the last six months and report the following:

Date Date Ready for Date # Days

Unit# BR Size Type Vacated Re-rental Reoccupied Vacant

List turnover activity over the last 12 months:

Month Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec Total

#ofturnover

Annualized Percentage of Turnover: %Average Number of Days taken to prepare a unit: _Days

Average number of days taken to occupy a unit: _Days



EXHIBIT III

MARTING EFFORT

List all newspapers/publications and other resources utilized for advertising ofresidential vacancies:

Publication Frequency Expense Minority(daily, weekly, etc.) Yes or No



EXHIBIT IV

COMMERCIAL LEASING

OTHER INCOME PRODUCING SPACE/EQUIPMENT:

Terms of lease and chargesAntennas

AlC

Storage Space

Parking



EXHIBIT V

ANNUAL RESIDENT SERVICES

# of Resident In-House or Name of Dates CostsResident Programs Services Contractor

Name of Resident Service Salary & Number of Hours Devoted to Site$ Hours on Site:

*Please attch job description for the Resident Services Coordinator.

Does the site have a Resident Association? Yes No

Does the site have a community room? _Yes _No



EXHIBIT Vi

PAYROLUMANAGEMENT COSTS

List all staff paid from project accounts: Total Annual Cost: $

Name Title Date %of Annual Position approved inHired time Salary or Management Plan

charged Wage Yes/No

to site

List all staff that live on the property:

Name Title Unit BR# Total Tenant How is rent/tenantRent Share share paid

(subsized, non-revenue,concession)

Special Fees:

Management Fee:$$

Per Unit/MonthPer Unit/Month



EXHIBIT VII

VENDOR CONTRACTING PRACTICES

Please list the contractors and vendors. Please indicate by asterisk (*) whether there is an identity-of-interest relationship between the contractorand the owner or agent.

Service Name of Contractor Annual Amount ($)



Exhibit VII

List of Current Principals and Board Members

NAME TITLE OTHER



Exhibit IX

Addendum B, Part A-Section I, II, II, Part D

OMB Approval No. 2502-0178Exp. 11130/2011

Office of Fair Housing and Equal OpportunityAnd

Offce of Multifamily HousingChecklist for On-Site Limited Monitoring and Section 504 Reviews

ADDENDUMB

Multifamily Housing (Housing) staff or Performance-Based Contract Administrators/Traditional ContractAdministrators (CA) must complete this Checklist when conducting on-site management reviews of subsidized andunsubsidized multifamily housing projects. The questions on this checklist cover topics that the Housing staff or CAcan be expected to answer and is not intended to cover the full range of civil rights concerns.

NOTE: This document does not require the Reviewer to make a determination of civil rights or Section 504compliance.

The Checklist is divided into four parts.

Par A: Occupancy/Accessible UnitslProgram Accessibility (This section, along withinstrctions, must be forwarded to the owner/agent for completion prior to the on-site review.This document must be included in the Documents Reviewer Should Obtain from Owner. SeePar D)

Par B: Limited On-Site Monitoring Review (The Reviewer must complete this section durg the

on-site management review of all projects.)

Par C: Section 504 Review (The Reviewer must complete this section during the on-sitemanagement review for all federally-assisted projects.)

Par D: Documents Reviewer Should Obtain from Owner/Agent (during the on-site managementreview).

Please Note that a "No" response to any question does not necessarily mean there is a fair housing/civilrights/Section 504 violation.

form HUD-9834 (6/2009)Ref. HUD Handbook 4350.1, REV-l

and HUD Handbook 4566.2

Project Name: Projectl

FHAIroject#: 00-000

Section 8IP ACIPRAC#:MA06-

ADDENDUMBTo be completed by the Reviewer

Name of the Owner/General Parer:

Address of Owner/General Parner:

Name of Management Agent:

Address of Management Agent:

Type of Development: D Cooperative D Elderly Only D Disabled Only

D Elderly/Disabled D Family D Other(Specify)_

Total Number of Units: Total Subsidized Units:

Type of Federal Financial Assistance (check all that apply):

D Section 8 D Section 202 D Section 202/8 D Section 2021P AC

D Section 202 PRAC D Section 811 D Section 221 (d)(3)BMIR D Section 236 D Other

Number of Units of Each Size: 0 BR 1 BROther (Specify)_

2BR 3BR 4BR 5BR

Resident Manager's Unit: DYes D No

Date of First Occupancy:

Service Coordinator Employed By Project: DYes D No

Reviewed by: D Housing D PBCA DCA

Reviewer:

Date:

Phone:

This Section is for Multifamily Housing Staff only:After a review of the information provided by the owner/agent in Par A, the following as been determined:

D The owner/agent is in compliance with Title VI, Subtitle D of the Housing and Community Development Act of1992

D Possible noncompliance with Title VI, Subtitle D of the Housing and Community Development Act of 1992.Referred to the local Offce of Fair Housing and Equal Opportnity for additional review and appropnate action.

D Title VI, Subtitle D of the Housing and Community Development Act of 1992 - Not Applicable

Reviewed By:

(Name and Title)


and HUD Handbook 4566.2Page 2 of 13


FHAlroject#: 00-000

Section 8IPACIPRAC#:MA06-

ADDENDUMBPART A

OCCUPANCY/ACCESSIBLE UNITSIPROGRAM ACCESSIBILITY

Authority:Section 504 of the Rehabiltation Act of 1973 (24CFR Part 8)Fair Housing Actfitle VII Regulations (24 CFR Part 100.200)

Uniform Federal Accessibilty Standards (UFAS) (24 CFR Part 40)Regulatory Agreement

For this Section, the reviewer must forward the form along with the instrctions for completion to the owner/agent prior to the on-site review.For subsidized projects, the owner/agent must complete the project information above and the information in Sections I, II, and II below. (Seeattched instructions.) For unsubsidized projects, the owner/agent must complete the project information above and Sections I and II only.

Section II consists of Section 504 compliance, which does not apply to projects that do not receive federal financial assistace. The reviewerwil obtai the completed form from the owner/agent during the on-site review.

SECTION I - OCCUPANCY

1. This property was designed primarily for: 2. Indicate the number of units currently occupied by client

D Exclusively Elderlygroups below

D Exclusively DisabledExclusively Elderly - _Exclusively Disabled - _

D Elderly and DisabledElderlylDisabled - _

D FamilyNear-Elderly Disabled - _Family -

3. Is there a use agreement or any other document that indicates that this project must serve only elderly tenants?

DYes DNO DUnknownif yes, specify type of document: _ Effective Date: -(please attach a copv of the document( indicated above.)4. If this project is a "covered Section 8 housing project" (see instructions), is there an occupancy preference for the elderly inaccordance with Section 651 of Title VI, Subtitle D of the Housing and Community Development Act of 1992? (Refer to HUDHandbook 4350.3, REV-I)

DYes DNOif No, proceed to question 5.If yes, please indicate:a. the date of the elderly preference: _b. the number of units that must be reserved for occupancy by non-elderly persons with disabilties _, and,

c. the date used to determine the number of units reserved for non-elderly persons with disabilties_

5. Is there an occupancy restriction for the elderly in accordance with Section 658 of Title VI, Subtitle D of the Housing andCommunity Development Act of 1992? (Refer to HU Handbook 4350.3, REV-I)

DYes DNo

6. Total Number of Units Exclusively 7. Total Number of Units Exclusively 8. Total Number of Units that must befor the Elderly for Persons with Disabilties occupied only by Non-Elderly Persons with

Disabilties- -I certify that this information is tre and accurate.Warning: HUD wil prosecute false claims and statements. Convictions may result in criminal and/or civil penalties. (18 U.S.C. 1001,

1010,1012; 31 U.S.c. 3729,3802)Signature of Owner Date:




FHA/roject#: 00-000


ADDENDUMBSECTION II - ACCESSIBLE UNITS

Distribution of all wheelchair and other accessible units in the project.

1. All units

2. Total units with project-basedrental assistance

3. Mobilty accessible units

6. Number of persons on waitinglist who have requestedaccessible units

7. Number of accessible unitsoccupied by elderly or familytenants

8. Number of accessible unitsoccupied by non-elderly tenantswith disabilties who require thefeatures of the unit

9. Number of accessible unitsoccupied by elderly tenants withdisabilities who require thefeatures of the unit

10. Percentage of Total Units with Project-Based Rental Assistance(Total line 2 divided by Total line 1 x 100) _%

i 1. Percentage of Total Units that are mobility accessible(Total line 3 divided by Total line 1 x 100) _%

12. Percentage of Total Units that are vision and/or hearing accessible(Total line 4 divided by Total line 1 x 100) _%

*If a unit is both mobilty accessible and vision or hearing accessible, count the unit only once in line 5.

I certify that this information is true and accurate.Warning: HUD wil prosecute false claims and statements. Convictions may result in criminal and/or civil penalties. (18 U.S.C. 1001,1010,1012; 31 U.S.C. 3729, 3802)Signature of Owner Date:




FHAroject#: 00-000

Section 8/PAC/PRAC#:MA06-

ADDENDUMBSECTION II - PROGRAM ACCESSIBILITY

SECTION 504 OF THE REHABILITATION ACT OF 1973

Section 504 Coordinator (24 CFR 8.53 (a))

1. Does the recipient (as defined in 24 CFR 8.3) employ at least 15 employees?

DYes D No

If "Yes", answer Question 2.; If "No" skip to Question 3.

2. Is at least one person designated to coordinate its Section 504 responsibilties?

DYes D No D N/A

If YES, provide the person's name and telephone number below.

Name:

Telephone Number: _

Program Accessibility Under Section 504, a federally assisted Housing Development is required to ensure that its program isusable by and accessible to persons with disabilities. This includes, but is not limited to, maintaining housing and non-housingfacilities that are strcturally accessible for persons with disabilities. The extent to which facilities must be strcturallyaccessible depends in par, on whether they are new, altered, or existing. In addition, owner/agents are required to ensure thateffective communication methods are used while communicating with persons with disabilities.

YESNO COMMENTS

3. Has the owner/agent taken steps to ensure .........Yi. . ........... .............. ... ..........~.i;............. ...effective communication using: ...................f;\ ..... .. . ........ \\\. ......... ...

a. Qualified sign language and oral D Dinterpreters?

b. Readers? D Dc. Use oftapes? D Dd. Braile materials? D DOther (Describe): D D

i certify that this information is tre and accurate.Warning: HUD wil prosecute false claims and statements. Convictions may result in criminal and/or civil penalties. (18 U.S.C. 1001,1010,1012; 31 u.s.c. 3729, 3802)

Signature of Owner Date:




FHAroject#: 00-000


ADDENDUMBINSTRUCTIONS FOR COMPLETING PART A

General instructions: Complete the project name, FHAproject number, and section 8/pac/prac information in the form header for each page:

SECTION I - Owner/Agent must respond to all questions in this secton.1. Check the appropnate box that the project was designed to serve. (Check only one box. Do not leave blank.)

Exclusively Elderly - defined as a person 62 years of age or older. (This option is for projects that were designed to serve only elderlypersons/families, i.e. Section 202 PRAC properties)

Exclusively Disabled - Refer to HU Handbook 4350.3, REV-I, Figure 3-6 for the applicable definition of disability. (This option is forprojects that were designed to serve only persons with disabilities, i.e., Section 202/8 Projects for the Disabled and Section 811 projects.Please note that Section 202-8 Projects for the Disabled were developed to serve only non-elderly persons with disabilities. However, theSection 811 Projects were developed to serve persons with disabilities regardless of age as long as the minimum age requirement (age 18) ismet.)

Elderly and Disabled - defined as a propert that serves the elderly and non-elderly persons with disabilities. (This option is for projectsthat were originally designed to serve only elderly persons/families, however the owner may have elected a preference under Section 651 ofTitle VI, Subtitle D of the Housing and Community Development Act of 1992 (Title VI-D) to reserve a percentage of units for non-elderlypersons with disabilities in accordance with the provisions of Section 652, Title VI-D. See instrction 4 below for Section 651 definition.)

Family - defined as all persons regardless of age or disability. (This option is for projects that serve all familes with no restrictions orpreferences as long as the minimum age requirement is met. Please note that family projects may have some units that are reserved forpersons with mobility/vision/earing impairments which would require the applicant to meet the needs of the unit.)

2. Enter the number of units occupied by each client group. (Please note that the term "near-elderly disabled" is defined as a person who is atleast 50 years of age and below the age of 62 with a disability as defined in HUD Handbook 4350.3, REV-I.) (Enter zero "0" if there areno units occupied by the listed client group - do not leave blank)

3. Ifthere is a use agreement or other document that references that the propert must serve only elderly persons, answer "Yes", indicate in the

space provided, and attch a copy of the document(s) listed. lfthere is no use agreement or other document that references that the propertmust serve only elderly persons, answer "No". If you are unclear on the term "use agreement," or are not able to locate the "use agreement"or any other document that defines the occupancy of your project, the answer is "unkown". Oter documents include the regulatoryagreement, loan commitment papers, financial documents, bid invitation, owner's management plan, application for funding, and/orapplication for mortgage insurance. Please refer to HUD Handbook 4350.3, REV-I, paragraphs 3-17 and 3-18. lfyou do not have a copy ofHUD Handbook 4350.3, REV-I, copies can be obtained from ww.hudclips.orgortheHUD Customer Service Center at (800) 767-7468.(Do not leave blank).

4. Section 651 of Title VI-D permits an owner to give *preference to elderly families if (1) the project was originally developed to serve theelderly and (2) it is a "covered Section 8 housing project." "Covered Section 8 housing projects" are projects that were constructed orsubstantially rehabiltated pursuant to assistance provided under section 8(b)(2) of the United States Housing Act of 1937, as in effect beforeOctober 1, 1983, that are assisted under a contract for assistance under such section.

* A "preference" allows an owner to give priority to elderly persons when selecting tenants for occupancy.Section 651 of Title VI-D applies to the following programs:

. The Section 8 New Constrction Program, 24 CFR par 880

. The Section 8 Substantial Rehabilitation Program, 24 CFR par 881

. The State Housing Agencies Program (insofar as it involves new constrction and substantial rehabilitation) , 24 CFR par 883

. The New Constrction Set-Aside for Section 515 Rural Rental Housing Projects Program, 24 CFR par 884

. The Section 8 Housing Assistance Program for the Disposition ofHU-Owned Projects (insofar as it involves substantial

rehabilitation), 24 CFR par 886 subpar C"Covered Section 8 housing projects" do not include those developed with funding under the following programs:

Section 202;Section 202/8;Section 202 or 811 PRAC;Section 221 (d)(3); and/orSection 236.

If an owner elects a Section 651 preference for the elderly, the owner must reserve a number of units for non-elderly persons/families withdisabilities. Title VI-D requires that the owner review the occupancy records on Januar 1, 1992 and October 28, 1992 (the date of enactment forTitle VI-D), determine the number of non-elderly persons with disabilities that occupied units on those two dates, take the higher of the twonumbers and then take the lesser of that number and 10 percent.

For example, an owner has a "covered Section 8 project" that consists of 100 units and decides to implement an elderly preferenceunder Section 651. The first thing the owner has to do is find the occupancy records for Januar 1992 and see how many unitswere occupied by non-elderly persons or families with disabilities on Januar 1. In this example, it was 10 units.

Then the owner must find the occupancy records for October 1992 and see how many units were occupied by non-elderlypersons/families with disabilities on October 28th (the date of the enactment of the Act). In this example it was 15 units.

To obtain the number of units that must be reserved for non-elderly disabled persons or families, the owner must take the highernumber of the two dates (Januar 1, 1992 and October 28, 1992), which, in this example is 15.




FHA/roject#: 00-000


ADDENDUMBThen the owner must compare that number with 10 percent of the total project units (in this example, it's 10) and use the lower

number for the number of units that must be reserved. Since 10 is less than 15, for this example the owner must reserve 10 units fornon-elderly disabled persons or families.

If an owner determines that there were no non-elderly persons or families occupying units on either Januar 1, 1992 or October 28,1992, the required number of units to be reserved for non-elderly persons with disabilities would be zero (0). However, owners areencouraged to exceed the number of reserved units for non-elderly persons with disabilities if the need exists in the community.

Answer question 4 as follows:If there is an elderly preference in accordance with Section 651 of Title VI-D, answer "Yes". If there is no preference providedto elderly families, answer "No". (Do not leave blank).

If yes, answer the following:(a) If there is an occupancy preference in accordance with Section 651, indicate the effective date of the preference.(b) If there is an occupancy preference in accordance with Section 651, indicate the total number of units that must be reserved

for non-elderly persons with disabilties based on the two dates above.(c) If there is an occupancy preference in accordance with Section 651, indicate which date (see above) was used to determine

the number of units that must be reserved for non-elderly persons with disabilties.5. Section 658 of Title VI, Subtitle D of the Housing and Community Development Act of 1992 (Title VI-D) permits owners of "other federally

assisted housing" to continue to restrict occupancy to elderly families in accordance with the rules, standards, and agreements governingoccupancy in such housing in effect at the time the housing was developed. If (A) the project was originally developed to serve the elderly and(B) the project has continually served elderly tenants. These projects include:

Section 202 Direct Loans (prior to the Section 202 PRAC program)Section 221 (d)(3) BMIR properties (New Constrction and Substatial Rehabilitaion)Section 236 properties

Answer question 5 as follows:If there is an elderly restriction in accordance with Section 658 of Title VI-D, answer "Yes." If there is no elderly restriction and occupancyis not limited to elderly applicants, answer "No." (Do not leave blank).

6. If the propert designates a number of units that can be occupied only by elderly persons, indicate the number of units. If the propert doesnot have units that can only be occupied by elderly persons, enter zero "0". (Do not leave blank).

7. If the propert designates a number of units that can be occupied only by persons with disabilities, indicate the number of units. If thepropert does not have units that can only be occupied by persons with disabilities, enter zero "0". (Do not leave blank).

8. If the propert has units that must be occupied by non-elderly persons with disabilities, indicate the number of units. If the propert does nothave units that must be occupied by non-elderly persons with disabilities, enter zero "0". (Do not leave blank).

CERTIFICATION:Self-Explanatory (Must be signed and dated by the owner)

SECTION II - Owner/Agent must respond to all questions in this section.

1. Enter the total number of units (by bedroom size) and enter total in the "Total" column. (Total must match numbers entered for eachbedroom size. Do not leave blank.)2. Enter the tota number of units (by bedroom size) that are receiving project based rental assistance. (Total must match numbers entered foreach bedroom size. Do not leave blank.)3. Enter the number of mobility accessible units (by bedroom size) and enter total in the "Total" column. A mobility accessible unit is one that islocated on an accessible route, and when designed, constrcted, altered, or adapted, can be approached, entered, and used by individuals withphysical disabilities, including those who use wheelchairs. (Although accessibility features include items such as grab bars, flashing fire alars,

widened doorways, entrance ramps, etc, this question should be answered by stating the number of subsidized units that (when constructed) arefully accessible in accordance with the Uniform Federal Accessibility Standards (U AS) which is used to ensure compliance with Section 504 ofthe Rehabilitation Act of 1973. These standards were jointly developed by the General Services Administration, the Deparment of Housing andUrban Development, the Deparment of Defense, and the United States Postal Service, under the authority of sections 2, 3, 4, and 4a,respectively, of the Architectural Bariers Act of 1968, as amended, Pub. L. No.90-480, 42 U.S.C. 4151-4157. Copies of the UFAS are availablefrom the Architectural and Transportation Bariers Compliance Board, 1331 F Street, NW, Suite 1000, Washington, D.C. 20004-1111,Telephone: (202) 272-0080, email address: info(ßaccess-board.gov. If the propert is accessible in accordance with Minimum PropertStandards (MPS), indicate the number of units that are MPS accessible. Unsubsidized units should also be counted if they meet UFAScompliance requirements. (Total must match numbers entered for each bedroom size. Do not leave blank)4. Enter the number of units (by bedroom size) that are accessible for vision or hearing impairments and enter total in the "Total" column. (Referto UFAS. See instrction number 3 above) (Total must match numbers entered for each bedroom size. Do not leave blank)5. Total the units from rows 3 and 4 for each bedroom size and enter total in the "Total" column. (Total must match numbers entered foreach bedroom size. Do not leave blank.)6. Enter the number of persons currently on the waiting list for an accessible unit (by bedroom size) requiring the features of the unit and entertotal in the "Total" column. (Total must match numbers entered for each bedroom size. Do not leave blank.)




FHAJroject#: 00-000


ADDENDUMB7. Enter the number of accessible units (by bedroom size) that are currently occupied by elderly or family tenants and enter total in the Totalcolumn. (Total must match numbers entered for each bedroom size. Do not leave blank.)8. Enter the number of accessible units (by bedroom size) occupied by non-elderly tenants with disabilities requiring the features ofthe unit andenter total in the "Total" column. (Total must match numbers entered for each bedroom size. Do not leave blank.)(These tenants must have a mobility impairment as defined above.)9. Enter the number of accessible units (by bedroom size) occupied by elderly tenants with disabilities requiring the features of the unit and entertotal in the "Total" column. (Total must match numbers entered for each bedroom size. Do not leave blank.)(These tenants must have a mobilty impairment as defined above.)10. Self-explanatory (Do not leave blank.)11. Self-explanatory (Do not leave blank.)12. Self-explanatory (Do not leave blank.)


SECTION III - Owner/Agent must respond to all questions in this section. (Not applicable to unsubsidized projects)

1. The Section 504 Coordinator is required if the owner employs 15 or more employees in all its activities. This includes this projectcombined with other projects they may own and/or manage. Answer Yes or No. lfyes, proceed to Question 2; ifno skip to Question 3.

2. Answer Yes or No to this Question. If yes, please provide the name and telephone number of the coordinator for Section 504 relatedactivities at the project and go to Question 3.

3 .Answer Yes or No to each item and provide comments as necessar.


form HUD-9834 (6/2009)Ref HUD Handbook 4350.1, REV-l

and HUD Handbook 4566.2Page 80f13


FHA/Project#: 00-000


ADDENDUMBPARTB

ON-SITE LIMITED MONITORING REVIEW

Authority: 24 CFR 5, 108, 110

to owners of subsidized and unsubsidized ro . ects.YES

D

D

NOD

D

COMMENTS

3. lfthere is an approved AFHM as indicatedin question 2, is it on site? D D

4. Has the owner/agent reviewed the AFHMwithin the last 5 years to ensure that theinformation is current and applicable?

D D

5. Date ofIast AFHMP Update

b. National OriginÆthnicity D D

c. Sex D D

d. Disability D D

e. Familial Status D D



Project Name: Project!

FHAroject#: 00-000


ADDENDUMB

YES NO COMMENTS7. Has the owner/agent developed and D Dimplemented a written Tenant Selection

Plan?

8. Does the management agent maintain awaiting list of applicants by:

(a) Name

(b) Bedroom size D D

(c) Application date and time? D D

(d) Requests for accommodations and/or D Daccessible units?

(e) Preferences? D D

9. When a tenant/applicant notifies the D Downer/agent that he/she has been subject to Unable to Observeunlawfl discrimination, does theowner/agent provide the applicant/tenantwith information about how to fie acom laint with HU?

10. Does the owner/agent maintain a record of D Dfair housing complaints?

11. Is there a local residency preference? D D

If yes, was it approved by HU? D D Date ofHUD Approval:




FHAroject#: 00-000


ADDENDUMBPARTC

SECTION 504 REVIEW

The Reviewer must complete this section to ensure compliance with Section 504 of the Rehabilitation Act of 1973 (Section 504).Please note that unsubsidized projects are not required to comply with Section 504, therefore ifthe project isunsubsidized, the Reviewer may proceed to Part D.

NO COMMENTS

YES

1. Is there a formal, written grievance procedurethat provides for resolution of complaintsalleging discrimination based on disability, asrequired by Section 8.53(b)?

D D

If Yes, document date procedures wereadopted:

Date:

2. Does the owner/agent utilize atelecommunications device for the hearingimpaired (TIY)?

If No: Is there an alternative procedure? D DDescribe under "Comments"

3. When necessar, are auxiliar aides used tocommunicate with persons with disabilities? D DDescribe under "Comments"




FHAlroject#: 00-000

Section 8IPACIPRAC#:MA06-

ADDENDUMBPARTD

DOCUMENTS REVIEWER SHOULD OBTAIN FROM OWNER/AGENT

The Reviewer wil only bring back documents upon request from FHEO. If the Reviewer receives a request from FHEO toobtain certin documents, indicate in column a. During the on-site review, request the documents and indicate the status incolumns b, c, or d. For items checked in column c, the Reviewer must provide the owner/agent the FHEO address for forwardingthe documents.

2. Most recent Afrmative Fair HousingMarketin Plan AFHM

3. Any of the following documents that areused for outreach as specifically stated inthe project's AFHMP or used for otherafrmative fair housing marketing.

Newspapers/Publications

Copy of Radio Ads and Announcements D D D DCopy of TV Ads and Announcements D D D DPhotograph of bilboards D D D DLetterhead D D D DHandouts D D D DBrochures and Leafets D D D DPhotograph and site signs D D D DOther (Specify): D D D D4. Project Profile showing occupancy data rg D D D

(See Par B, Question 5 .5. Written Tenant Selection Plan D D D D




FHAlroject#: 00-000


ADDENDUMB

6. Written Grievance Procedure (par C,Question 3 and 24 CFR 8.53)

7. Application for Occupancy

8. Reasonable Accommodation Policy

DD

DD

DD

DD

FHEO requested that the reviewer observe the following:

The result of the observation is:



Date:

Project Name:

Prior to the on-site review, you were provided Addendum B, Part A of HUD-9834 andyou were requested to complete the document in its entirety for retrieval during the on-site review. Based on my review of the document provided, I am referring you to theprocedures outlined in this letter. The document was either not provided or it wasprovided and incomplete.

This information is used by HUD to provide accurate information for HUD'sMultifamily Inventory of Units for the Elderly and Persons with Disabilties (MFInventory). The MF Inventory is used to assist potential applicants with locating units forwhich they are eligible to occupy and monitor owner compliance with HUD'snondiscrimination program requirements. Therefore, this information is critical and mustbe submitted.

Addendum B, Part A, Sections i, II, and ILL must be completed in its entirety. Theform may not contain blanks; therefore a response is required for each question/section.More specifically, Section II must contain a number and may not be left blank. If thenumber in any column is zero, a zero must be entered.

Accordingly, please submit Part A of Addendum B (completed in its entirety) tothe local HUD Office of Multifamily Housing within ten (10) business days. Failure tocomplete the form in its entirety (including the owner's signature) wil result in adetermination of noncompliance with HUD's fair housing and civil rightsnondiscrimination requirements. Noncompliance with HUD's fair housing and civil rightsnondiscrimination requirements will result in a referral to HUD's Office of Fair Housingand Equal Opportunity for enforcement action and a flag entered into the Active PartnersPerformance System. Please submit the complete package to:

The HUD-MF Project Manager (or Michael McGovern)HUD- Multifamily Program Center

10 Causeway St,Boston, MA 02222

Your assistance in this matter would be appreciated.

I acknowledge receipt of this letter.

Signature of Owner/Agent Signature of MaR Reviewer