Forms, documents and memos
- Tax Credit Assistance Program (TCAP) and 1602 Exchange Program
- Web Compliance Management System (WCMS)
- New Web Compliance Management System (WCMS)
- WCMS user manual (368 KB; PDF)
- Important memos
- Tax Credit compliance memo: Required annual reports and program updates (120 KB; PDF)
- LIHTC data collection memo (80 KB; PDF)
- Tax Credit compliance memo: Third party verifications (32 KB; PDF)
- Asset management
- Capital Needs Assessment Guidance (Aug. 8, 2007) (302 KB; PDF)
- Insurance handbook for multifamily properties (Rev. March 2011) (103 KB; PDF)
- 2012 Operating Budget Projection (Form 805) (Rev. August 2011)
- Operating budget memo (40 KB; PDF)
- Operating budget instructions (116 KB; PDF; legal size)
- 2012 annual operating budget and supplement (24 KB; XLSX)
- 2012 Mobile Home Park Operating Budget Projection (Form 905) (Rev. August 2011)
- Mobile home operating budget memo (40 KB; PDF)
- Mobile home operating budget instructions (120 KB; PDF)
- 2012 annual MHP operating budget and supplement (40 KB; XLS)
- Quarterly Project Summary (Form 808) (28 KB; XLS)
- Replacement Reserve/Project Cost Escrow/Residual Receipts/Project Operating Account Form (Form 814) (142 KB; PDF)
- Multifamily audit requirements
- Special note to auditors and accountants (65 KB; PDF)
- 2011 audit requirements (254 KB; PDF) Audits are due 60 days after the end of the project fiscal year
- ACH withdrawal authorization form (71 KB; PDF)
- Low Income Housing Tax Credit Compliance Monitoring
- LIHTC manual (497 KB; PDF)
- Fact sheet: Extended use period (post year 15) (25 KB; PDF)
- Income limits and rents
- New 2012 Income limits and rents (30-50-60-80) (55 KB; PDF)
- 2011 Income limits and rents (30-50-60-80) (72 KB; PDF)
- 2010 Income limits and rents (30-50-60-80) and memo (116 KB; PDF)
- 2009 Income limits and rents — For projects placed in service prior to 12/31/2008 (86 KB; PDF)
- 2009 Income limits and rents — 30-50-60-80 (58 KB; PDF)
- LIHTC guidance
- H.R. 3221: Housing and Economic Recovery Act of 2008 (644 KB; PDF)
- IRS 8823 Audit Technique Guide (944 KB; PDF)
- Year 15 Policy (450 KB; PDF) Details on compliance monitoring after Year 15
- Annual report (Due Feb. 28)
- Owner's Certificate of Continuing Program Compliance (75 KB; PDF)
- VHFA LIHTC Compliance Monitoring Status Report (27 KB; XLS)
- Owner's certificate of extended use period compliance (73 KB; PDF)
- VHFA LIHTC extended use period status report (20 KB; XLS)
- Questionnaires (Due Feb. 28)
- Fair Housing questionnaire (44 KB; PDF)
- LIHTC questionnaire (40 KB; PDF)
- Sample housing application (23 KB; PDF)
- Tenant income certification form (128 KB; DOC)
- Resident annual self-certification (28 KB; PDF)
- Employment verification form (20 KB; PDF)
- Student verification form (14 KB; PDF)
- Full-time student eligibility form (36 KB; PDF)
- Under $5,000 asset certification form (23 KB; PDF)
- Zero income certification form (12 KB; PDF)
- VHFA forms for onsite tax credit reviews
- Project inspection report (22 KB; PDF)
- LIHTC compliance monitoring tenant file review (23 KB; PDF)
- Unit inspection form (30 KB; PDF)
