Forms & Documents

Asset Management - Guidance
Capital Needs Assessment Guide
Capital Needs Assessment Approved Vendors
Common Rental Application for Housing in VT (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 instructions
Operating budget worksheet
Quarterly Project Summary (Form 808)
Replacement Reserve / Project Cost Escrow / Residual Receipts / Project Operating Account Form (Form 814)
Supportive Service Plan and Budget

Housing Credit Forms - DUE Feb 28th
VHFA Fair Housing questionnaire	Housing Credit Income Limits
VHFA LIHTC questionnaire	Calculate Income limits here
Owner's Certificate of Continuing Program Compliance	2023 Income limits & rents 2023 Average Income limits
VHFA LIHTC Compliance Monitoring Status Report	2022 Income limits & rents 2022 Average Income limits
Owner's certificate of extended use period compliance	Average Income Worksheet
VHFA LIHTC extended use period status report	Average Income Policy
	2021 Average Income Limits
Documents to Submit for E-File Review - VHFA; Evernorth; VHCB; USDA Guidance	2021 Income Limits & 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 status verification form
VHFA LIHTC Compliance Manual	Tenant income certification form
Tax Credit compliance memo -- 3rd party verifications	Under $5,000 asset certification form
IRS Regulations on Compliance Monitoring	Zero income certification form
VHFA Housing Credit Forms for On Site Inspections
LIHTC compliance monitoring tenant file review	VT Funder Alignment documents to submit electronic file reviews
Management on site review checklist
Project inspection form
Unit inspection form
VHFA Inspection Guidelines 2020.Oct.
VHFA CoVID-19 Health Assessment

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
Acknowledgement of Receipt of VAWA Documents
VAWA Lease Addendum (form 91067)

Federal Disaster Announcements
None at this time