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