Exhibit B-8 to Subpart C of Part 1930 - Miscellaneous Project Management Reports or Submittals

Report of item requiredDue datePrepared byReport or item applicable toDistributionReferences and notesMinutes of Annual Meeting (when applicable)Submit with next Form FmHA or its successor agency under Public Law 103-354 1930-7, “Multiple Family Housing Project Budget”BorrowerAll organizational borrowers with governing bodies, and all corporationsTwo copies to FmHA or its successor agency under Public Law 103-354 Servicing Office; one to be sent by Servicing Office to State OfficeEnergy AuditSubmit with next Form FmHA or its successor agency under Public Law 103-354 1930-7Energy AuditorAll projectsOne copy to Servicing OfficeExhibit D of this subpart.Request for Rental Assistance (Form FmHA or its successor agency under Public Law 103-354 1944-25)When rental assistance is requestedBorrower (Agent)Multiple Family Housing borrowers and applicants with tenants paying rent in excess of 30% of their adjusted incomeOriginal and copy to Servicing Office; submit to State Office for approval after Servicing Office reviewRefer to exhibit E of this subpart for material to be included with request. Instructions for preparation are in Forms Manual Insert for Form FmHA or its successor agency under Public Law 103-354 1944-25.Compliance reviews (review conducted within the 1st reporting year after the project opens for operation)Nov. 1st to Oct. 31st of each yearFmHA or its successor agency under Public Law 103-354 Servicing OfficialAll Multiple Family Housing borrowersCopy to State Office; original retained in Servicing OfficeRefer to 1901.204(e) of subpart E of part 1901 of this chapter.(a) Initial reviews (Form FmHA or its successor agency under Public Law 103-354 400-8, “Compliance Review” (Non-discrimination Recipients of Financial Assistance through FmHA or its successor agency under Public Law 103-354)*The Oct. 31st following loan closing(b) Subsequent reviews (Form FmHA or its successor agency under Public Law 103-354 400-8)Minimum of every 3 yearsManagement PlanStart of operations; update every third year of operationBorrowerAll borrowers except those with nonrent LH projectsOriginal to borrower; copy to Servicing OfficeReviewed annually during annual review.Management Agreement (Exhibit B-3 of this subpart)Start of management by management agentBorrower and management agentAll borrowers not providing their own managementCopies with FmHA or its successor agency under Public Law 103-354 concurrence to Borrower, management agent and FmHA or its successor agency under Public Law 103-354Reviewed at least annually during annual review.Forms FmHA or its successor agency under Public Law 103-354 1944-30, “Identity of Interest (IOI) Disclosure Certificate,” and FmHA or its successor agency under Public Law 103-354 1944-31, “Identity of Interest (IOI) Qualification Form”Start of operations or whenever there is a change in identity of interest relationshipBorrower, management agent, individuals, vendors or organizations sharing identity of interest with the projectAll borrowersOriginal to Servicing Office; copies to borrower and any other individual or organization sharing identity of interest with the projectReviewed at least annually during annual review.*If initial rent-up has not occurred by initial review, a subsequent review will be due within 1 year following initial occupancy and then every 3 years.