Financed Multifamily Properties Reporting Requirements Schedule

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Rates

Tax-Exempt Financing:
8.037%
Preservation Plus:
7.787%
Taxable Bond Rate:
8.050%
Construction Plus:
2.310%
Tax Credit Financing:*
6.750%
*30 year term/15 year yield maint/30 year amort.

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Financed Multifamily Properties Reporting Requirements Schedule

Due Dates for Reports
Date Due	Reports Due
January 15	4th Quarterly Occupancy Report
March 1	Annual Audit Annual Owner Certification
April 15	1st Quarterly Occupancy Report
April 1–June 1	WHEDA Review of Audits and Update of Grade
July 15	2nd Quarterly Occupancy Report
October 15	3rd Quarterly Occupancy Report
December 1	Capital Budget
As necessary throughout year	Site Visits for Physical, Management, or Financial Review

Notes

Grades/requirements will be updated as needed based on information from various sources.
Owners will be updated on their grades at least annually at the time of the audit review.
Variance and trending reports wil be run as needed.
Occupancy reports will be run as needed.
Random sampling of developments will have a full asset management review.