Property Manager
 
Info Center: Frequently used forms and documents

Tenant Management

Tenant Selection Plan - Other Programs

To be submitted when detailing the criteria for selecting tenants for Other Programs (except Section 8 & 236) developments. Revised February 2014.

(3.18MB MS Word File)

Tenant Selection Plan - Section 8 & 236

To be submitted when detailing the criteria for selecting tenants for Section 8 & 236 developments. Revised March 2014.

(3.31MB MS Word File)

Tenant Selection Plan Exhibits Only

Exhibits that must be included in the Tenant Selection Plan. Revised June 2014.

(3,061KB MS Word File)

Instructions for Tenant Selection Plan

Instructions for completing the Tenant Selection Plan

(112KB MS Word File)

Affirmative Fair Housing Marketing Plan (AFHMP)

To be submitted when detailing proposed activities/advance marketing for affirmative fair housing. Revised April 2012.

(32KB MS EXCEL File)

Management Plan Requirement Guidelines

An outline of management requirements to verify that the owner/sponsor and the managing agent will consistently implement fair and appropriate housing management practices and comply with applicable program requirements when managing an IHDA-financed development. Revised June 2002.

(44KB MS Word File)

HUD Fair Housing Poster

This poster is required to be posted at the property. (English Version).

(7KB Adobe PDF File)

HUD Fair Housing Poster

This poster is required to be posted at the property (Spanish Version).

(9KB Adobe PDF File)

Sample Wait List Form

A sample form for the development to use to summarize an applicant's details for the waiting list.

(37KB Adobe PDF File)

Management Review and Inspection

Management Review & Property Inspection

This form is for ADMIN, AMB, BIBP, CDBG, FAF, HPP, HTF, NSP, RS, TCAP, TFB, 8020 and 1602 Developments. Revised May 2014.

(264KB Adobe PDF File)

Management Review & Property Inspection

This form is for Section 8 and 236 Developments. Revised June 2014.

(250KB Adobe PDF File)

HQS Inspection Form

To be used for every Section 8/236 HQS unit inspection.

(92KB Adobe PDF File)

HQS Inspection Form Summary

To be used for Section 8/236 HQS inspections.

(12KB Adobe PDF File)

Management Review & Property Inspection

This form is for ML, TEB, HOME, MOD Developments. Revised June 2014.

(213KB Adobe PDF File)

 

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Financial Management

Audit Guidelines

Financial reporting and audit guidelines for mortgagors of multifamily housing developments. Revised December 2012.

(1.54MB Adobe PDF File)

Instructions for Preparing the Financial Worksheet Budget

Instructions on how to complete and send the budget

(130KB MS Word File)

Budget Definitions

Definition of line items in the budget form.

(37KB MS Word File)

Budget Form Version 3

To be submitted if the development is required to submit an annual budget. Revised October, 2009.

(745KB Adobe PDF File)

Audit - Sample of Partnership & Agent Certifications

Must be submitted with the annual financial statement.

(26KB MS Word File)

W-9 Form (3/9/12)

When seeking reimbursement for any payments, all developments must submit a W-9 Form (Request for Taxpayer Identification Number and Certification). When requesting that vendors be paid directly, the vendor's W-9 Form must be submitted with the payment request.

(103KB MS Word File)

 

Management Agreement Extension

Management Agreement Extension (No Fee Increase)

Extension on the Management Agreement if there is NO fee increase.

(19KB Adobe PDF File)

Management Agreement Extension (Fee Increase)

Extension on the Management Agreement if there IS a fee increase.

(20KB Adobe PDF File)

Withdrawal Request Forms

Withdrawal Request Signature Form (Partnership)

To be completed if there is a change to the authorized signatures on a reserve/escrow account.

(23KB Adobe PDF File)

Withdrawal Request Signature Form (Limited Liability)

To be completed if there is a change to the authorized signatures on a reserve/escrow account.

(24KB Adobe PDF File)

Withdrawal Request Signature Form (Corporation)

To be completed if there is a change to the authorized signatures on a reserve/escrow account

(24KB Adobe PDF File))

Withdrawal Request Signature Form (Cooperative)

To be completed if there is a change to the authorized signatures on a reserve/escrow account.

(25KB Adobe PDF File)

Reserve Account Withdrawal Form

To be completed if there is a withdrawal on a reserve/escrow account.

(28KB MS Excel File)

Direction to Pay Real Estate Taxes

This form provides direction to pay all real estate tax bills relating to an IHDA-financed development from the development's reserve/escrow account held by IHDA without obtaining an individual direction each time payment is due.

(71KB Adobe PDF File)

County Collector Notice for Tax Payments

To be submitted when there is a change of address to the development for tax purposes.

(79KB Adobe PDF File)

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Rent and Income Limits:

2014 Income/Rent Limits

2014 all programs rent and income limits.

(1046KB MS Excel File)

2013 Income/Rent Limits

2013 all programs rent and income limits.

(1044KB MS Excel File)

2012 Income/Rent Limits

2012 all programs rent and income limits. Updated July 2012.

(934KB MS Excel File)

 

 

Income Limits Worksheet/Schedules

Section 8 Rental Schedule

Rental schedule to be used for Section 8 developments only.

(18KB Adobe PDF File)

Section 236 Rental Schedule

Rental schedule to be used for Section 236 developments only.

(18KB Adobe PDF File)

Operating Cost Adjustment Factors (OCAF) Rent Adjustment Worksheet

To be completed for renewal of Section 8 contract increases by OCAF adjustment.

(64KB Adobe PDF File)

Utility Allowance Analysis Procedures (Section 8 & 236)

This is a development's guide on how to submit their annual requirement for utility allowance requests for Section 8 & 236 units.

(68KB Adobe PDF File)

Utility Allowance Analysis Procedures - All Other Programs (Except Section 8 & 236)

A guide for property managers on how to submit their annual utility allowance requests for developments funded by programs other than Section 8 & 236.

(82KB Adobe PDF File)

 

Special Rent Increase Worksheet

To be completed when a Section 8 development is requesting a special rent increase due to extraordinary increases in taxes, insurance and utilities.

(11KB Adobe PDF File)

Special Rent Increase Worksheet (multi-page)

To be completed when a Section 8 development is requesting a special rent increase due to extraordinary increases in taxes, insurance and utilities.

(12KB Adobe PDF File)

Section 8 OCAF Renewal (Mod Rehab Only) Rent Adjustments

To be completed for renewal of Section 8 contract increases by Operating Cost Adjustment Factors (OCAF) adjustment for modification rehabilitation projects only.

(11KB Adobe PDF File)

Rent Comparability Grid Instructions

Instructions on how to complete the rent comparability grid.

(43KB Adobe PDF File)

Rent Comparability Grid

To be completed when conducting a rent comparability study.

(20KB Adobe PDF File)

Contract Renewal Request Form (OCAF - Section 8 only)

To be completed by developments renewing Section 8 contracts.

(361KB Adobe PDF File)

Appendix 5: AAF Rent Comparability Study (RCS) Worksheet

This form is the Appendix 5 - Annual Adjustment Factor (AAF) worksheet for the rent comparability study.

(11KB Adobe PDF File)

Section 8 Rent Increase Worksheet for New Construction and Substantial Rehabilitation

This form is the Appendix 1 - Annual Adjustment Factor (AAF) worksheet for the rent comparability study.

(41KB MS Excel File)

Appendix 3: Sample Format for Owner's Certification of Compliance with the Requirements of Notice

Sample of Annual Adjustment Factor (AAF) owner's certification of compliance.

(28KB MS Word File)

Rental Schedule for All Programs except Section 8 and Section 236 (VVL, VL, L, Mkt)

To be used if the development includes very very low; low; and market rate units.

(22KB Adobe PDF File)

Rental Schedule for All Programs except Section 8 and Section 236 (VVL, VVL, VL, L, Mkt)

To be used if the development includes very very low; low; and market rate units.

(23KB Adobe PDF File)

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Annual Certifications

Units Status Report for High Income Units for HOME, CDBG and NSP Program

This should be attached to the submission of the HOME, CDBG and NSP rent/income limit certifications.

(16KB MS Excel File)

Units Status Report for Low Income Units for HOME, CDBG and NSP Program

This should be attached to the submission of the HOME, CDBG and NSP rent/income limit certifications.

(16KB MS Excel File)

Low Income Housing Tax Credit/TCAP/1602 Compliance Reference Guide

Compliance manual for Tax Credit, TCAP & 1602 compliance requirement.

(55KB MS Word File)

30% Income Targeting

For Section 8 only.  To be submitted annually to certify that the developments are in compliance with HUD's 30% income targeting.

(16KB MS Word File)

Contact Directory Change Form

To be completed if there is a change of contact and/or address for the on-site manager, owner and/or property management company.

(52KB MS Word File)

Decent, Safe and Sanitary Certification

To be submitted annually to certify that the development's units are in decent, safe and sanitary condition.

(34KB MS Word File)

FAF Certification of Compliance

To be submitted annually to certify that a percentage of the development's units have been maintained in compliance with the income and rent limitations of the Regulatory Agreement for Financial Adjustment Factor (FAF) loans.

(35KB MS Word File)

Lead-Based Paint Certification

This form ensures that the development does not present a lead-based paint hazard to young children. If a development does not have HUD Certification of Lead-Free status, the development must submit annual Lead Based - Paint Certification.

(36KB MS Word File)

HOME Certification of Compliance

To be submitted annually to certify that a percentage of the development's units have been maintained in compliance with the income and rent limitations of the Regulatory Agreement for HOME loans.

(31KB MS Word File)

HUD-9834 Addendum B

For Section 8/236 only.

(241KB MS Word File)

Mortgage Verification Form

To be submitted as a supplement to the mortgage details included with the annual financial statements.

(99KB MS Word File)

Ownership Structure Certification Sample (Exhibit C)

To certify a development's ownership structure.

(31KB MS Word File)

TCAP 1602 Income & Rent Limits - Certificate of Compliance

To be submitted annually to certify that a percentage of the development's units have been maintained in compliance with the income and rent limitations of the Regulatory Agreement for TCAP 1602 financing.

(37KB MS Word File)

Certification of Incumbency

To be submitted when authorizing the person listed in the form to execute documents on behalf of the corporation.

(73KB Adobe PDF File)

AMBAC Certification of Compliance

To be submitted annually to certify that a percentage of the development's units have been maintained in compliance with the income and rent limitations of the Regulatory Agreement for AMBAC loans.

(41KB Adobe PDF File)

Occupancy and Wait List Data

To be completed annually to provide development's occupancy and wait list data.

(38KB Adobe PDF File)

BIBP/HTF/TFB Certification of Compliance

To be submitted annually to certify that a percentage of the development's units have been maintained in compliance with the income and rent limitations of the Regulatory Agreement for Build Illinois Bond Program (BIBP), Housing Trust Fund (HTF) and Trust Fund Bond (TFB) loans.

(41KB Adobe PDF File)

CDBG/NSP Certification of Compliance

To be submitted annually to certify that a percentage of the development's units have been maintained in compliance with the income and rent limitations of the Regulatory Agreement for CDBG/NSP loans.

(34KB Adobe PDF File)

 

HOME/CDBG/NSP Program (Unit Status Report) for Low Income Units

To be submitted annually to be attached to the HOME, CDBG or NSP program certifications.  This is the Annual Tenant Events for all Low Income household members residing in properties with the following funding programs (HOME, CDBG and NSP.)

(16KB MS Excel File)

 

HOME/CDBG/NSP Program (Unit Status Report) for High Income Units

To be submitted annually to be attached to the HOME, CDBG or NSP program certifications.  This is the Annual Tenant Events for all High Income household members residing in properties with the following funding programs (HOME, CDBG and NSP.)

(16KB MS Excel File)

 

 

 

 

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The Federally Assisted Preservation Act

Notice Procedures Under the Federally Assisted Housing Preservation Act

Title 47: Housing and Community Development Chapter II: Ilinois Housing Development Authority Part 375 Notice Procedures Under the Federally Assisted Housing Preservation Act.

(38KB Adobe PDF File)

Notice of Intent to Terminate Subsidy

This form is for the owner to submit a notice of intent to complete prepayment, termination, sell or dispose of the property under the Federally Assisted Housing Preservation Act.

(34KB MS Word File)

Notice of Intent to Terminate Subsidy: South Side Apartments (1/20/2012)

Buildings 1-6 Corey Avenue, Sullivan, Illinois (property address).

(72KB Adobe PDF File)

Notice of Intent to Terminate Subsidy: Huntington Towers (3/28/2012)

551 & 571 Huntington Commons Rd., Mount Prospect, IL 60056.

(64KB Adobe PDF File)

Notice of Intent to Terminate Subsidy: Gill Park Cooperative (6/13/2012)

810 W. Grace St., Chicago, IL 60613.

(76KB Adobe PDF File)

Notice of Intent to Terminate Subsidy: Commonwealth Apartments (9/12/2013)

2757 North Pine Grove, Chicago, IL 60614.

(41KB Adobe PDF File)

Notice of Intent to Terminate Subsidy: Park Place Ash (7/24/2014)

104 W. Ash, Robinson, IL 62454.

(44KB Adobe PDF File)

 

 

 

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LIHTC Compliance

Acceptable form of Verification Appendix 3

Acceptable forms of verification of income and assets

(729KB Adobe PDF File)

TST-1 Form

Low Income Housing Tax Credit/1602 Program - Owner's Certification of Continuing Compliance

(20KB MS Excel File)

TST-1A Form

Low Income Housing Tax Credit/1602 Program Project Information

(39KB MS Excel File)

TST-2 Form

To be completed on an annual basis and submitted with the annual Tax Credit Compliance Packet. This form gives an overview of tenant activity/status during the calendar year of compliance.

(61KB MS Excel File)

TST-2B Form

Low Income Housing Tax Credit/1602 Program Compliance Report (Summary Compliance Report)

(37KB MS Excel File)

TST-3 Form

LIHTC Tenant Income Certification Form (TIC)

(213KB MS Word File)

TST-4 Form

Low Income Housing Data for Tax Credit Projects (Initial submission only)

(46KB MS Excel File)

TST-4A Form

Low Income Housing Date Report (for each building)

(11KB MS Excel File)

TST-5 Form

Low Income Housing Tax Credit/1602 Program Tenant Rent Record Information

(12KB MS Excel File)

TST-6 Form

Certification of Student Eligibility

(16KB MS Excel File)

TST-8 Form

LIHTC Initial Monitoring Data form

(37KB MS Word File)

TST-9 Form

Data Collection Form for Tax Credit (Annual Submission)

(35KB MS Word File)

TC Under $5K Asset Cert.

Asset Certification Form

(55KB MS Word File)

Compliance Form

Owner's certification of continuing compliance.

(129KB MS Excel File)

Compliance Guide

A reference guide for compliance with the Low Income Housing Tax Credit (LIHTC) Program.

(56KB MS Word File)

Tenant Income Certification (TIC) Form

To be completed during certification/recertification of residents.  This form is accepted by IHDA, City of Chicago, and Cook County.

(212KB MS Word File)

 

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