Fillable Management Entity Profile - Hud printable pdf download

OMB Approval No. 2502-0305

U.S. Department of Housing

Management Entity Profile

(exp 11/30/2016)

and Urban Development

Office of Housing

Federal Housing Commissioner

See Public Reporting and Privacy Act statements on last page before completing this form.

Instructions: The management entity may develop its own format for providing the information requested in this form. Independent fee managers and

identity-of-interest management agents must provide all the information requested. Owner-managers and administrators of projects for the elderly must

provide responses only to the asterisked items. They must also state whether they have previously managed insured and/or HUD-h eld projects and, if

so, list such projects.

*1a. Name of Management Entity

*1b. Management Entity Type

Owner/Manager

Independent Fee Agent

Identity-of-Interest Agent

Project Administrator

*1c. Employer Identification Number (EIN)

*1d. Organization Type

Corporation

Partnership

Individual

Other (specify)______________________________

*2. Give names, titles and Social Security Numbers of firm's principals (e.g., general partner, president, treasurer, etc.)

Title

Social Security Number

Name

Address

Phone

Email:

Name

Address

Phone

Email:

Name

Address

Phone

Email:

Provide mailing addresses for the Company's home office and any branch offices involved in management of HUD-related multifamily projects.

Specify the geographic area covered by each office.

*4. What year (yyyy) did the company begin managing:

5. Estimate what percent of company's activities involve management of:

a. HUD-subsidized

b. HUD-related unsubsidized

c. Conventional

a. Conventional

b. HUD-related

c. Commercial

d. Other

projects

space

6a. How many of the following projects does the company manage?

6b. How many of the projects included in 6a:

(Both rentals and cooperatives)

Have HUD-held

Are non-insured

Are subsidized

Are unsubsidized

HUD-unsubsidized

HUD-subsidized

HUD-owned

mortgages

co-ops

projects

units

projects

units

projects

units

6c. Approximately what percent of the projects in 6a fall into the following categories:

Elderly

Family

Owned by a non-profit or coop

Core city

Troubled neighborhood

Suburban

Rural area

7. Indicate where each of the following activities are administered. Use the following codes: C = central office; R = regional office; P = project site

Bookkeeping

Landscaping

Maintenance

Purchasing

Tenant application

Certifications/

Regular monthly

Special claims

recertifications

subsidy billings

*8. How many of the company's full-time employees serve in the following supervisory or advisory roles?

(Owner-managers and administrators of projects for the elderly should provide this information on project employees.)

Engineers

Maintenance

Occupancy

Training specialists

Social service

Regional property

How many are

What percentage

supervisors

coordinators

managers

minorities

are minority

*9. Identify any professional memberships, licenses, certificates or accreditations which are related to property management act ivities and are held by the company, company

executives, or the employees considered in Item 8. (attach additional page(s) if necessary)

form HUD-9832 (8/91)

Previous editions are obsolete

Page 1 of 4

ref. Handbook 4381.5