Developer Resource Center

Preliminary Project Assessment (PPA) Documents. Required submission for all IHDA resource requests. Must receive PPA approval prior to making a full application.

MF Portal Account Request Form

In order to submit your PPA, you must first request an account for the MF Portal. Please click the link above to access the MF Portal Account Request Form and fill out the online form. Please allow two to three business days to receive your login information to access the MF Portal.

2018-2019 Preliminary Project Assessment (PPA) Workbook

The updated 2018 -2019 Preliminary Project Assessment (PPA) Workbook. This current version of this PPA Workbook is to be used when applying for an IHDA administered program that requires a PPA and consists of a single Microsoft Excel file.  Only this current version will be accepted.

Multifamily Fee Payment Form

Multifamily fee payment form to be submitted with all PPA and full applications.

Reference documents that do not require submission.

2018 – 2019 PPA Review Parameters

This document describes the various reviews that will be conducted for projects submitted for LIHTC PPA approval in conjunction with the 2018 – 2019 QAP.

2018 – 2019 Community Revitalization Plan – Thresholds and Scoring

This document describes how community revitalization strategies can meet Authority thresholds standards and competitively score under the competitive 9 percent LIHTC round in conjunction with the 2018 – 2019 QAP.

PPA Data and Metrics Chart

The market data and metrics reviewed for the PPA are outlined in the 2018-2019 PPA Data and Metrics Chart. The chart is divided by the different PPA market review categories and the data and indicators used to examine each category are discussed.

Affordable Rental Unit Survey

The Affordable Rental Unit Survey is an analysis of affordable rental housing concentrations in every census tract in the State (organized by county). This data is utilized as discussed in the “2016 Preliminary Project Assessment (PPA) Market Data and Metrics Chart.” The document is published in .xls format and formatted to make printing possible, but the document is 95 pages in its entirety (please consider the environment before printing). Background and methodology is detailed here.

2018-2019 Qualified Allocation Plan

2018-2019 Governor approved QAP. Updated October 2017.

2016-2017 Qualified Allocation Plan

2016-2017 Governor approved QAP. Updated January 2016.

Draft 2018-2019 Preliminary Project Assessment Review Parameters

Draft 2018-2019 Preliminary Project Assessment Review Parameters posted for public comment. Updated September 2017.

Draft 2018-2019 Qualified Allocation Plan Sustainable Design Checklist

The 2018-19 Qualified Allocation Plan provides an opportunity to obtain Sustainable Design points by selecting either third party certification or specific building system improvements from the Sustainable Design Checklist. This draft checklist is being provided for public review and comment along with the draft QAP. Updated September 2017.

Required submission for all IHDA resource requests – excludes IAHTC only

Mandatory Application Checklist

2016-2017 mandatory application checklist for multifamily programs.

Multifamily Fee Payment Form

Multifamily fee payment form to be submitted with all PPA and full applications.

Common Application

The 2016-2017 Common Application. To be submitted after PPA approval and required for all IHDA resource requests.

Application Certification, Organizational Chart and Identity of Interest Certification

Organizational chart and identity of interest certification.

Historic Preservation Checklist

Historic Preservation Checklist.

Architectural Standards, Universal Design and Amenities Certification

Architectural Standards, Universal Design and Amenities Certification form.

Certification of Project Scope Outline

Guide for Sponsors and Architects in the preparation of the written project scope.

Relocation Checklist

To be used for all Projects involving the acquisition or rehabilitation of any property that is occupied by residential or commercial tenants as of the Application date. Both temporary and permanent relocation require completion of this checklist.

Development Experience Certification: Sponsor

Sponsor experience certification.

Development Experience Certification: General Contractor

General contractor experience certification.

Development Experience Certification: Architect

Architect experience certification.

Development Experience Certification: Property Manager

Property manager experience certification.

Exclusive to 9% Low Income Housing Tax Credit (LIHTC) applications. To be submitted with full application.

LIHTC Scoring Certification Forms

2016-2017 9% LIHTC scoring certification forms.

2017 LIHTC Application Frequently Asked Questions

Answers to common questions you may have as you fill your 2017 LIHTC application.

2017 Income/Rent Limits

2017 all programs rent and income limits

2017 Illinois Qualified Census Tracts

List of HUD-designated QCTs.

2018 Illinois Qualified Census Tracts

List of HUD-designated QCTs.

2017 Illinois List of HUD-Qualified Difficult to Develop Areas

List of HUD-designated DDAs.

2018 Illinois List of HUD-Qualified Difficult to Develop Areas

List of HUD-designated DDAs.

Local Consolidated Plans

List of jurisdictions with local Consolidated Plans. Updated October 2017.

Site Control Compliance Language

Site Control Compliance Language.

IHDA Historic Preservation Requirements

IHDA standards for historic preservation compliance. Includes historic preservation checklist form.

Standards for Environmental Reviews and Professionals

Environmental requirements for multifamily projects.

IHDA Standards for Architectural Planning and Construction

Standards for architectural planning and construction are provided as an aid for the design and construction of quality affordable housing.

Standards for Construction Cost Estimating

Construction cost estimating requirements for multifamily projects.

Standards for Property Needs Assessments

Property needs assessment requirements for multifamily rehabilitation projects.

Other Metro Set-Aside Places

Places within the Other Metro Set-Aside for LIHTC applications. Updated November 2017.

2018-2019 Site and Market Study Summary Form

2018-2019 Market study form.

Standards for Site and Market Study Reviews and Professionals

2018-2019 Site and market requirements for ALL multifamily projects. 

Sample Tax Credit Calculation Method

Example calculating eligible tax credit amount based on qualified basis and equity gap methods. Updated November 2015.

Grand Total Hard Cost Limits

Total hard cost limits by bedroom type and geographic set-aside. Updated November 2015.

Operating Expense Range

Annual per-unit operating expenses allowed by project type and geographic set-aside. Updated November 2015.

IHDA Standards for Appraisals

Documentation of standards for appraisals. Updated December 2015.

IHDA’s Multifamily Properties

List of current multifamily developments financed by IHDA. The list contains developments that have been Board approved, closed, or placed in service. Updated June 2017.

HOME Subsidy Limits

HOME Maximum Per-Unit Subsidy Limits. Updated February 2016.

2013 HOME Final Rule

Overview of the 2013 HOME Final Rule.

Reference documents exclusive to 9% LIHTC applications.

AHPAA Municipalities

Municipalities subject to the Affordable Housing Planning and Appeal Act. Updated November 2015. Please note that the AHPAA Municipalities will be updated December 2017 and posted January 2018.

2018 – 2019 Site and Market Study Review Criteria and Scoring

2018 – 2019 Site and Market Study Review Criteria and Scoring.

Opportunity Areas Update for 2016-2017 QAP

Opportunity Areas Update for 2016-2017 QAP. Updated October 2015.

2017 Newly Identified Opportunity Areas List (DRAFT) 

IHDA is currently organizing a full update of the Opportunity Areas and will publish a new mapping tool containing all identified Opportunity Areas. Until that time, we wanted to make the draft list available. Please note that ALL previously identified opportunity areas are still valid for 2017.  This draft list contains ONLY places and census tracts identified as Opportunity Areas for the first time in 2017.

2018 – 2019 Community Revitalization Plan Thresholds Scoring and Criteria

This document describes how community revitalization strategies can meet Authority thresholds standards and competitively score under the competitive 9 percent LIHTC round in conjunction with the 2018 – 2019 QAP.

State Economic Development Resource Directory

The State Economic Development Resource Directory includes listings for Illinois Employment and Training Centers, Workforce Investment Boards and Small Business Development Centers. These resources are also referred to as Job Creation Entities in the Community Revitalization Efforts 2018 Scoring Thresholds and Criteria.

Opportunity Areas: Geographic Considerations and Determination Metrics

Opportunity Areas are identified with publically-available data published by the federal government. IHDA has used specific geographic considerations and determination metrics to determine the 2016 Opportunity Areas.

Opportunity Areas: Current List

IHDA will publish a new list of Opportunity Areas every year with the Draft Qualified Allocation Plan and Opportunity Areas will retain the designation for at least 4 (four) years and as long they meet the identification criteria. New Opportunity Areas may be added with each determination.

2018 – 2019 Food Access Map

IHDA has created an easier to use Food Access Map using the data source and scale discussed below. Green highlighted tracts on this map will receive te Food Access point in the competitive 9 percent LIHTC scoring.

For Food Access, IHDA is deferring to the food access research conducted by the USDA (https://www.ers.usda.gov/data-products/food-access-research-atlas/download-the-data.aspx).  IHDA is using USDA determinations for entire census tracts and will not be examining these tracts on a site by site basis. For these determinations, IHDA used the following proximity radius for each set-aside.  The proximity radius corresponds to data sets within the USDA Food Access Atlas:

-City of Chicago – 0.5 miles
-Chicago Metro – 1 mile
-Other Metro – 1 mile
-Non Metro – 10 miles

2018 – 2019 Travel Time to Work by Tract

Mean travel time to work by Census Tract.

Communities of Preference for SRN Points

Statewide Housing Coordinator “Communities of Preference”. Updated September 2017.

Statewide Referral Network Fact Sheet

Information for property owners and managers about the Statewide Referral Network (SRN), other related resources, and their obligations as SRN participants. Updated November 2015.

Statewide Referral Network Agreement

Statewide Referral Network agreement. Updated September 2017.

Supportive Services for Veterans’ Families Awardees

FY 2017 Supportive Services for Veterans’ Families awardees. Updated October 2017.

Qualified Contract Process and Guidelines

Terms, conditions and procedures for qualified contract requests. Updated September 2017.

The Authority will not issue 8609(s) until the final draw request has been submitted and approved by the Authority.  The Authority also will not issue 8609(s) unless all fees and payments due to the Authority in connection with any Authority program have been paid.  All documentation must be submitted in an unbound package with original signatures in blue ink, as appropriate.

Tips for applying for 8609

Provides tips for completing and applying for your 8609 form.

Checklist for 8609 issuance

LIHTC and 1602 checklist for issuance of IRS Form 8609.  Submit this checklist with your packet of materials.

Owner Certification Forms

LIHTC owner certification forms.

Fee Payment Form

Multifamily fee payment form to be submitted with your packet of materials.

Compliance Monitoring Agreement

Compliance Monitoring Fee Agreement is part of the Determination letter and should be submitted with your packet of materials.

Final Financing Form

Form to list the final sources and amounts of funds for your Tax Credit project.

Certification of Partnership Agreement 

Partnership agreement form to be submitted with your packet of materials.

Required submission for all IAHTC resource requests.

Application Checklist for ALL types of State Projects

Application checklist for projects requesting IAHTC.

Expanded Donation Form

Donation form required for all applications requesting IAHTC.

Certificate and Supporting Documentation Review

Checklist and review document that is issued after an IAHTC project is IHDA Board approved. All supporting documentation must be submitted via e-mail as a “Certificate Review Package” to IHDA for review prior to closing. Page 2 of the IAHTC Certificate and Supporting Doc Review – rev September 12 2017 word document gives further submittal instructions.  Issuance of the state tax credit certificate depends upon IHDA’s review of this review package.

Multifamily Fee Payment Form

Multifamily fee payment form to be submitted with all PPA and full applications.

Historic Preservation Checklist

Historic Preservation Checklist. Updated November 2015.

Construction reference documents for all IHDA applications. *Note – Certificate of Completion and Permission to Occupy require submission prior to final project close out.

IHDA Davis-Bacon Guidelines

Davis-Bacon wage guidelines for all projects funded in part by federal funds. Revised August 2012. This version includes examples.

Section 3 Plan & Compliance Guide

A user’s guide for Section 3 compliance. Updated March 2013.

UFAS Accessibility Checklist for PHA

HUD’s Uniform Federal Accessibility Standards (UFAS) accessibility checklist.

IHDA Lead-Based Compliance Guide

A user’s guide for addressing various lead-based paint related activities.

IHDA’s Summary Guidelines for Change Order Submittals

Change orders are required for any additional costs to the scope of work, any reduction in costs to the scope of work, or any no cost change to the scope of work.

IHDA’s Construction and Architectural Close Out Submittals

A guide to the criteria that must be met when a project is 95 percent completed.

IHDA Certificate of Completion

When the project is 95% complete, prior to final project close out, two copies of the IHDA Certificate of Completion form (Form CD-4) must be submitted to the IHDA Construction Field Representative.

IHDA Permission to Occupy

When the project is 95% complete, prior to final project close out, two copies of the IHDA Permission to Occupy form must be submitted to the IHDA Construction Field Representative.

2015 Qualified Allocation Plan

2015 QAP. Updated January 2015.

2015 QAP Revisions

2015 QAP revisions. Posted March 2015.

2014 Qualified Allocation Plan

2014 QAP. Updated May 2014.

2013 Amended Qualified Allocation Plan

Amended 2013 QAP. Updated September 2013.

2012 Qualified Allocation Plan

2012 Governor QAP. Updated October 2011.

Permanent Supportive Housing Development Program (PSH) Request for Applications

The deadline for submitting applications under the Permanent Supportive Housing Development Program was February 27, 2017.

PSH Application Checklist

PSH Application Checklist to follow when making an application.  Must be completed and included with your PSH application.

PSH Architectural Standards, Universal Design and Amenities Certification

Must be completed and included with your PSH application.

PSH Experience Certification-Architect

Must be completed and included with your PSH application.

PSH Experience Certification-Property Manager

Must be completed and included with your PSH application.

PSH Experience Certification-Sponsor

Must be completed and included with your PSH application.

PSH Experience Certification-General Contractor

Must be completed and included with your PSH application.

PSH Historic Preservation Checklist

Must be completed and included with your PSH application.

PSH Environmental Checklist

Must be completed and included with your PSH application.

PSH Green Initiatives Certification

Must be completed and included with your PSH application.

PSH Program Application Certification-Organizational Chart-Identity of Interest

Must be completed and included with your PSH application.

PSH Self Scoring Form

Must be completed and included with your PSH application.

Multifamily Fee Payment Form

Must be completed and included with your PSH application.

Long Term Operating Support Program (LTOS) Request for Applications

Applications for LTOS are now being accepted on a rolling basis until further notice.  To apply for funding, please follow the instructions in this Request for Applications form.

LTOS Application Checklist

LTOS Application Checklist to follow when making an application. Must be completed and included with your LTOS application.

LTOS  Statewide Referral Network Agreement Certification

Must be completed and included with your LTOS application.

LTOS Environmental Checklist 

Must be completed and included with your LTOS application.

Certification of IHDA’s Right to Inspect LTOS Units

Must be completed and included with your LTOS application.

LTOS Grant Calculation Exhibit

Must be completed and included with your LTOS application.

LTOS – Architectural Standards, Universal Design and Accessibility Certification

Must be completed and included with your LTOS application.

LTOS – Self Scoring Form 

Must be completed and included with your LTOS application.

LTOS – Illinois Rate of Extremely Low Income (ELI) Households

Exhibit that displays the Illinois rate of ELI households by county.

LTOS – Geographic Program Breakdown by County

Exhibit that displays the geographic program participation breakdown by county.

Multifamily Fee Payment Form

Must be completed and included with your LTOS application.

RHSP Maximum Income Limits and Maximum Rent Limits

Limits to be used while income verifying applicants and tenants. Also includes a listing by metropolitan area and county outlining the maximum amount of rent allowed under the RHSP.

 

RHS LAA Special Demonstration RFA

RHSP LAA Special Demonstration Request For Proposals

Proposals are now  being accepted until the application deadline of December 5, 2017 at 5 p.m CST. To apply, please follow the instructions in this Request for Applications form.

Exhibit 1 – 2017 RHS Income

IHDA’s schedule of maximum annual income limits for its Rental Housing Support program.

Exhibit 2 – 2017 RHS Rents

Illinois’ Rental Housing Support program maximum rents for landlords.

Exhibit 3 – RHS Definition of Income & Assets

IHDA Rental Housing Support program definition of income and assets.

Exhibit 4 – RHS Tenant Contribution Schedule

IHDA Rental Housing Support program tenant contribution schedule..

Exhibit 5A – RHS HQS Physical Inspection Form-Full

IHDA Rental Housing Support program physical inspection full form.

Exhibit 5B – RHS HQS Physical Inspection Form-Walk Thru

IHDA Rental Housing Support program physical inspection walk thru form.

Exhibit 6 – RHS Application Payment Form

IHDA Rental Housing Support program application payment instructions.

2018-2019 QAP Schedule

Preliminary Project Assessments and Low Income Housing Tax Credit Applications are now accepted via the Multifamily Portal. IHDA will no longer accept paper applications. Beginning November 1, 2017, IHDA will accept requests for access to the Multifamily Portal. This will allow Sponsors to submit Preliminary Project Assessments under the 2018 and 2019 Qualified Allocation Plan. The request form can be found in the Developer Resource Center section of the IHDA Website or at https://ppa.ihda.org. All PPA’s for funding sources are now accepted on a rolling basis pursuant to the dates listed below.

PPA and Application Timeline 2018 9% LIHTC

  • In order to be eligible to apply for 2018 9% Tax Credits, a Sponsor must have submitted a request for PPA approval by or before January 2, 2018. IHDA will notify Sponsors of the PPA results no later than February 2, 2018.
  • The application deadline for 2018 9% Tax Credits is March 2, 2018. Applications received after March 2, 2018 will not be eligible for 2018 9% Tax Credits.

PPA and Application Timeline 2019 9% LIHTC

  • In order to be eligible to apply for 2019 9% Tax Credits, a Sponsor must have submitted a request for PPA approval by or before January 4, 2019. Any PPA approved in connection with 2018 9% Tax Credit round will all be eligible to apply for 2019 9% Tax Credits. For PPA requests submitted on or after January 3, 2018, IHDA will endeavor to notify Sponsors of the PPA results within 45 days of IHDA’s receipt of the PPA; but in no event will such notification be provided later than February 2, 2019.
  • The application deadline for 2019 9% Tax Credits is March 1, 2019. Applications received after March 1, 2019 will not be eligible for 2019 9% Credits. Please note, applications for 2019 9% credits will not be accepted until February 2, 2019.

PPA and Application Timeline 4% LIHTC

  • IHDA is no longer accepting PPA requests under the 2016 and 2017 QAP. Previously approved PPA’s are valid for one year from the date of approval.
  • Any 4% applications with approved PPA’s may be submitted on a rolling basis until September 1, 2019.
  • Please note that IHDA will no longer accept paper applications. Beginning November 1, 2017, IHDA will accept requests for access to the Multifamily Portal. This will allow Sponsors to submit Preliminary Project Assessments under the 2018 and 2019 Qualified Allocation Plan. The request form can be found in the Developer Resource Center section of the IHDA Website or at https://ppa.ihda.org. IHDA will endeavor to notify Sponsors within 45 days of the Authority’s receipt of the request for 4% PPA approval.

Form Legal Certifications

The legal forms and certifications below are intended for Developments that have received IHDA funding, are for reference purposes only and are subject to change without notice.

Architect’s Certificate

Books and Records Certifications

Debarment Certification

Drug Free Workplace Certification (Federal)

Drug Free Workplace Certification (State)

Fair Housing Certification

Final Financing Form

HOME Lease Rider 2017

Lobbying Certification

No Identity of Interest Affidavit

Owners Certification

Ownership Structure Certificate (Sample)

Plans Certificate (tax credits)

Plans Certificate

TIN Certification

Multifamily Financing Closing Due Diligence

The forms below are for for developments have received IHDA funding.  They should be completed by the Development Team actively working on the closing.

IAHTC review form – includes Sponsor Certification Donor Certification and IAHTC final financing form

Fillable Owner Sworn Statement for Tax Credit projects

Fillable Owner Sworn Statement for Non Tax Credit projects

Fillable Sources Statement for Tax Credit projects

Fillable Sources Statement for Non Tax Credit projects

Fillable Contractor Sworn Statement

Fillable Check Request

Fillable Marketing Plan

Fillable Marketing Request Spreadsheet to be used for each Marketing Request

Checklist for allowable Marketing Lease Up, Non Marketing Lease Up and FF & E reimbursements along with process instructions

LIHTC Final Financing Form

Relocation Plan (HUD)

Standard Relocation Plan