Property management policies and documents
Leases, plans, and policies that hold up to updated compliance and regulatory requirements, built once, by someone who has reviewed them from the regulator's side of the desk.
Leases, plans, and the addendums under them
- Lease writing and review for HCV, PBV, LIHTC, and Public Housing units, aligned with VAWA, SHFA requirements, ACOPs, LIHTC addendums, and federal/state/local law
- Multifamily lease addendum review and preparation — House Rules, Pet addendums, and every other addendum an owner/agent can modify
- Tenant Selection Plan review and preparation
- AFHMP assistance
- Integrated Pest Management Plan preparation
- Policy and procedure updates whenever guidance changes, including the HOTMA lease changes enforceable 1/1/2027
Built to close the skill gap
Custom-designed training for PHAs and Multifamily staff, presented as requested and built around the client's skill gaps. We can deliver via Teams or in person, covering Best Business Practices, HOTMA, as well as other important topics.
The paperwork that keeps operations moving
- RFP preparation
- Management Agreement preparation, including required HUD-specific language and the Project Owner's/Management Agent's Certification (Form HUD-9839-B, for identity-of-interest or independent management agents) — locking both parties into HUD's rules under Handbook 4381.5 REV-2, the HAP contract, and 24 CFR Part 5
- Other transaction and operational documents as needed
SOPs, KPIs, and the models behind them
Standard operating procedures, KPI design, and financial modeling built to give leadership clear visibility into performance — the same infrastructure covered on the asset management side, applied here to day-to-day property operations.
Legal review
Documents are prepared based on program requirements and industry practice. Some documents are appropriate for review by HUD's Office of General Counsel; everything else should be reviewed by a federal housing attorney of the owner/agent's choosing, then submitted to HUD when required.
Owner/agent-drafted leases and addendums also need review by a local attorney, to confirm no conflict with state or local law. Owner/Agent is responsible for having all documents reviewed by qualified legal counsel prior to implementation.
Need a lease, a plan, or a policy updated?
Contact Kari LaLonde for a quote.
Email Kari LaLonde