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Forms and Documents

Asset Management - Guidance

Capital Needs Assessment Guidance
Common Rental Application for Housing in Vermont (not for housing vouchers)
Insurance handbook for multifamily properties
Replacement Reserve Surplus Cash Distributions

 

Financial Requirements

ACH withdrawal authorization form
Audit memo
Audit requirements -- Audits are due 60 days after the end of the project fiscal year
Operating budget memo
Operating budget instructions
Operating Budget Projection worksheet FY '19
Quarterly Project Summary (Form 808)
Replacement Reserve/Project Cost Escrow/Residual Receipts/Project Operating Account Form (Form 814)
Supportive Service Budget
Supportive Service Plan

 

Housing Credit Forms - DUE Feb 28th

 

 

Housing Credit Income Limits

Fair Housing questionnaire 2018 Income limits and rents (30-50-60-80)
LIHTC questionnaire 2017 Income limits and rents (30-50-60-80)
Owner's Certificate of Continuing Program Compliance 2016 Income limits and rents (30-50-60-80)
VHFA LIHTC Compliance Monitoring Status Report 2015 Income limits and rents (30-50-60-80)
Owner's certificate of extended use period compliance 2014 Income limits and rents (30-50-60-80)
VHFA LIHTC extended use period status report 2013 Income limits and rents (30-50-60-80)
  2012 Income limits and rents (30-50-60-80)
Housing Credit Guidance Housing Credit Templates
Fact sheet: Extended use period (post year 15) Employment verification form
H.R. 3221: Housing & Economic Recovery Act of 2008 Full-time student eligibility form
Housing Tax Credit Year 15 Policy --Details on compliance monitoring after Year 15, incl. Qualified Contract Process Resident annual self-certification
IRS 8823 Audit Technique Guide Student verification form
LIHTC Compliance Manual Tenant income certification form
Tax Credit compliance memo --Third party verifications Under $5,000 asset certification form
  Zero income certification form
VHFA Housing Credit Forms for On site Inspections
LIHTC compliance monitoring tenant file review

 

 

Management onsite review checklist
Project inspection form
Unit inspection form

 

Important Information

VAWA
HUD Notice H - VAWA Act of 2013
HUD-5380 - Notice of Occupancy Rights under VAWA
HUD-5381 - Emergency Transfer Plan
HUD-5382 - Certification of Domestic Violence
HUD-5383 - Emergency Transfer Request
 
Federal Disaster Announcements
California Wildfires - Memo
California Wildfires - Displaced Household Certification
California Wildfires - Owner's Request to Provide Emergency Housing Relief
Michael - Memo
Michael - Displaced Household Certification
Michael - Owner's Request to Provide Emergency Housing Relief
Florence - Memo
Florence - Displaced Household Certification
Florence - Owner's Request to Provide Emergency Housing Relief