COL Annual Compliance Report Instructions

Step #1:  Annual Owner Certifications in COL

  • Log into COL
  • Top right of page, select “Annual Owner Certs” Tab
  • Enter your “New Certification Period” in the boxes
  • Fill in appropriate answers for each question
  • Click on the top right of page, select “Annual Owner Certs Form” Tab
    • Look over form and be sure it is all correct
  • Top right of page click on printer icon
  • Print - BE SURE TO PRINT BEFORE SUBMITTING
  • Have form signed and dated by OWNER or AUTHORIZED SIGNER ONLY
    • Failure to complete this form in its entirety will result in non-compliance with program requirements. In addition, any individual other than an Owner or General Partner of the project is not permitted to sign this form, unless permitted by the State Agency
  • Have form notarized
  • After printing, on the top right of page click “Submit” tab
  • Press OK
  • After submitting, click on top right of page “Close” tab

Step #2:  Submitting Tenant Certifications in COL

  • Click top right “Proceed to Buildings” Tab
  • Select Building
  • Click top right “Proceed to Units” Tab
    • Check all units to ensure information has been updated and is correct.
    • Click on top right “Ready All Units” Tab
    • Click on top right “Submit Tenant Certs” Tab
      • MAKE SURE TO DO THESE STEPS FOR EACH BUILDING

Step #3:  Documents to be Mailed OR Scanned and Emailed to MBOH

  • Signed, Dated & Notarized Annual Owners Certification
  • Completed Property Information Form (even if no changes have occurred)
  • Completed Income & Expenses Summary for Fiscal Year Form
  • Completed Reserves Form
  • Check for Monitoring Fees
    • $45.00 per each Non-Market Unit (including Manager’s Units if applicable)
  • If you manage more than one property, repeat steps above

Required Documents

Property Information Form

Income and Expenses Summary for Fiscal Year Form

Reserves Form


HOUSING DIVISION | MONTANA DEPARTMENT OF COMMERCE
301 S. PARK AVE, STE 240 | PO BOX 200528 | HELENA, MT 59620-0528 | P: (406) 841-2840 | F: (406) 841-2841 | TDD: (406) 841-2702 | TOLL FREE: (800) 761-6264