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 three business days to receive your login information to access the MF Portal. If you have not received your account information within three business days, please reach out to mfportalhelp@ihda.org.
If you have already submitted an account request form and have forgotten your Username or Password, please contact mfportalhelp@ihda.org for assistance.
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.
2018 PPA Status and IHDA Portfolio and Pending Projects Map
As PPAs for IHDA resources are now accepted on a rolling basis, IHDA provides the status of PPAs received and approved to date. The status of all PPAs and applications for IHDA resources, as well as IHDA’s current portfolio can be found via the IHDA Portfolio and Pending Projects Map.
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.
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.
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 “2018-19 PPA Data and Metrics Chart.” The background and methodology is detailed here.
2018-2019 Qualified Allocation Plan (QAP)
2018-2019 Governor approved QAP. Updated October 2017.
Required submission for all IHDA resource requests – excludes IAHTC only
Mandatory Application Checklist
2018-2019 mandatory application checklist for multifamily programs. Updated January 2018.
Multifamily fee payment form to be submitted with all PPA and full applications.
The 2018-2019 Common Application. To be submitted after PPA approval and required for all IHDA resource requests. Updated January 2018.
Application Certification, Organizational Chart and Identity of Interest Certification
Organizational chart and identity of interest certification. Updated January 2018.
Historic Preservation Checklist
Historic Preservation Checklist. Updated January 2018.
Architectural Standards, Universal Design and Amenities Certification
Architectural Standards, Universal Design and Amenities Certification form. Updated March 2018.
Certification of Project Scope Outline
Guide for Sponsors and Architects in the preparation of the written project scope.
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. Updated January 2018.
Development Experience Certification: General Contractor
General contractor experience certification. Updated January 2018.
Development Experience Certification: Architect
Architect experience certification. Updated January 2018.
Development Experience Certification: Property Manager
Property manager experience certification. Updated January 2018.
Exclusive to 9% Low Income Housing Tax Credit (LIHTC) applications. To be submitted with full application.
LIHTC Scoring Certification Forms
2018-2019 9% LIHTC scoring certification forms.
2018-19 Sustainable Design Checklist
Community Revitalization Strategy Thresholds and Scoring Criteria
Community Revitalization Strategy Scoring.
2018 LIHTC Application Round Frequently Asked Questions
Answers to common questions you may have as you fill your 2018 LIHTC application.
2017 all programs rent and income 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.
List of jurisdictions with local Consolidated Plans. Updated October 2017.
Site Control Compliance Language
Site Control Compliance Language.
Standards for Property Needs Assessments
Property needs assessment requirements for multifamily rehabilitation projects.
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.
Total hard cost limits by bedroom type and geographic set-aside for the 2018-2019 QAP. Updated January 2018.
Annual per-unit operating expenses allowed by project type and geographic set-aside. Updated January 2018.
Documentation of standards for appraisals. Updated December 2015.
List of current multifamily developments financed by IHDA. The list contains developments that have been Board approved, closed, or placed in service. Updated July 2018.
IHDA’s Multifamily Properties with Accessible Units
List of current multifamily developments financed by IHDA with accessible rental units. The list contains developments that have been Board approved, closed, or placed in service. Updated October 2018.
HOME Maximum Per-Unit Subsidy Limits. Updated February 2018.
Overview of the 2013 HOME Final Rule.
Reference documents exclusive to 9% LIHTC applications.
Municipalities subject to the Affordable Housing Planning and Appeal Act. Updated November 2015. Please note that the AHPAA Municipalities will be updated December 2018 and posted January 2019.
2018 – 2019 Site and Market Study Review Criteria and Scoring
2018 – 2019 Site and Market Study Review Criteria and Scoring.
Opportunity Areas Update for 2018-2019 QAP
Opportunity Areas Update for 2018-2019 QAP. Updated July 2018.
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 QAP.
This interactive map tool from PolicyMap will assist in determining if your development project is located in a HUD R/ECAP census tract. Note that all projects located in a HUD R/ECAP census tract must submit a Community Revitalization Plan.
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 Strategies Scoring Thresholds and Criteria.
Opportunity Areas: Geographic Considerations and Determination Metrics – 2018 Update
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 Opportunity Areas. Updated July 2018.
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. Updated July 2018.
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.
Provides tips for completing and applying for your 8609 form.
LIHTC and 1602 checklist for issuance of IRS Form 8609. Submit this checklist with your packet of materials.
LIHTC owner certification forms.
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.
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.
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 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.
2018 Architectural Planning and Construction Standards Update Summary
Memo summarizing the modifications for the 2018 Standards for Architectural Planning and Construction. Updated December 2017.
IHDA Historic Preservation Requirements
IHDA standards for historic preservation compliance. Updated December 2017.
Standards for Environmental Reviews and Professionals
Environmental requirements for multifamily projects. Updated December 2017.
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. Updated December 2017.
Standards for Construction Cost Estimating
Construction cost estimating requirements for multifamily projects. Updated December 2017.
Supplemental Professional Services Firm Requirements
Requirements for applicants to secure studies from professional services firms experienced in providing cost estimating services, market studies, Phase I Environmental studies, Rent Comparability Studies, and Property Needs Assessments. Updated December 2017.
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.
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.
2016-2017 Qualified Allocation Plan (QAP)
2016-2017 QAP. Updated January 2016.
2015 Qualified Allocation Plan
2015 QAP. Updated January 2015.
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.
2018 Round V Request for Applications
IHDA has completed the Round V Request for applications. The deadline was July 20, 2018 at 5:00 p.m. You can see the list of submissions received and approvals below.
2018 Round V PSH Submissions and Approvals
2018 Permanent Supportive Housing Development Program (PSHDP) Approvals
2018 Permanent Supportive Housing Development Program (PSHDP) Submissions Received
2017 Round IV PSH Submissions and Approvals
2017 Permanent Supportive Housing Development Program (PSHDP) Approvals
REMINDER: Request For Tax-Exempt Bond Information and PPA Deadline
Sent October 31 , 2018
Request For Tax-Exempt Bond Information and PPA Deadline Reminder
Sent October 11 , 2018
Multifamily Transaction Timeframes and Year-End 2018
Sent August 23, 2018
Updated PPA and Application Timelines and Income Averaging Update
Sent August 3, 2018
Long Term Operating Support (LTOS) Program Update
Sent July 30, 2018
PSH Development Program Update
Sent May 22, 2018
Illinois Housing Development Authority Multifamily Deal Deadlines
Sent May 2, 2018
Important Multifamily Portal Update
Sent April 25, 2018
New Funding Available for the Creation of Community-Based Supportive Housing
Sent April 23, 2018
ComEd® Energy Efficiency Program Affordable Housing New Construction Webinar
Sent March 20, 2018
Illinois Housing Development Authority-Updated Conduit Bond Program Manual
Sent March 9, 2018
2018 LIHTC Applications and FAQs
Sent February 6, 2018
Technical Assistance Sessions – Register Today!
Sent November 20, 2017
Multifamily Client Alert Related to Tax-Exempt Bond Deals
Sent November 15, 2017
Sent November 9, 2017
2018-2019 Qualified Allocation Plan (QAP) Now Available and Application Timelines
Sent October 26, 2017
2017 QAP Summits – Updated Location & Times
Sent June 22, 2017
2017 QAP Summits – Register Today
Sent June 15, 2017
Sent May 19, 2017
Development Team Scoring Timing Update For Approved Preliminary Project Assessments
Sent May 11, 2017
4% Low-Income Housing Tax Credits – Effective January 12, 2017
Sent January 12, 2017
9% Low Income Housing Tax Credits – Effective January 1, 2017
Sent January 3, 2017
Permanent Supportive Housing Development Program – Effective January 1, 2017
Sent January 3, 2017
2017 Low Income Housing Tax Credit Preliminary Project Assessment (“PPA”) Update
Sent December 20, 2016
New Financing Available for the Creation and Operation of Community-Based Supportive Housing
Sent December 1, 2016
Updated PPA and Application Timeline 2019 9% LIHTC
Preliminary Project Assessments (PPA’s) and Low Income Housing Tax Credit (LIHTC), Applications are now accepted via the Multifamily Portal. PPA’s previously approved for the 2018 9% LIHTC Round are eligible to apply for 2019 LIHTC. IHDA is accepting PPA’s on a rolling basis and will close the portal for 2019 9% PPA’s on November 9, 2018. IHDA intends to inform sponsors of PPA status no later than December 21, 2018. 2019 9% LIHTC Applications will be due February 15, 2019.
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.
| Event | Date | |
| November | PPA Deadline for 2019 LIHTC Applications | 11/9/2018 |
| December | PPA Notification to Sponsors | 12/21/2018 |
| February | 2019 LIHTC Applications Due | 2/15/2019 |
| May | 2019 LIHTC Applications to Board | 5/17/2019 |
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.
- 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.
As is well known throughout the affordable housing industry, Congress recently created a new occupancy set-aside option known as “income averaging.” Instead of electing the 20/50 or 40/60 minimum set-aside, an owner may elect an income averaging set-aside. This allows a property to serve households up to 80% AMI, as long as at least 40% of the total units are rent and income restricted and the average income limit for all tax credit units in the project is at or below 60% AMI.
The Authority understands its stakeholders are excited to take advantage of this new option to better serve the needs of those seeking affordable housing. Given the nuances of this new set-aside option, the Authority is carefully reviewing applicable law and industry guidance with the goal of developing a policy around income averaging that will ensure the Authority can continue to administer the low-income housing tax credit (“LIHTC”) program in the most effective and efficient way possible.
As the Authority continues its analysis of this new set-aside option, the Authority wanted to provide some information about the parameters currently being considered. The information in this bulletin is not intended to be conclusive or exhaustive. The Authority’s final policy may or may not include the elements discussed below. In addition, if determined to be applicable, the Authority will take steps to amend the 2018-2019 Qualified Allocation Plan.
Please note, developments will be ineligible to select income averaging if: (i) the development received 9% LIHTC award from the Authority in 2018 (or earlier); or (ii) the development receives a 9% award from the Authority in 2019; or (iii) the development already has a recorded Extended Use Agreement (including resyndications); or (iv) the development already filed a Form 8609.
Developments seeking 4% LIHTC’s that desire to elect income averaging will be considered by the Authority on a case-by-case basis. Tax exempt bond developments will still need to meet all applicable bond-related compliance requirements.
Additionally, the Authority is in the process of updating the Affordable Rental Unit Survey (ARUS) to reflect all the allowable income levels under income averaging. Please click the link below for additional information.
https://www.ihda.org/developers/market-research/affordable-rental-unit-survey/
Anticipated mandatory requirements for any development requesting to elect income averaging:
Anticipated supplemental application items for any development requesting to elect income averaging:
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Multifamily Transaction Timeframes
Please review the timeframes required to review, underwrite, approve, and close transactions utilizing resources from the Authority. The deadlines are most relevant for 4% bond deals, but all resources will follow the same timeframes. We will move transactions along as quickly as possible based on the applicable resources requested. The timeframes bring clarity to the process so all deal stakeholders have consistent expectations of the timing needed to close transactions.
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.
Books and Records Certifications
Drug Free Workplace Certification (Federal)
Drug Free Workplace Certification (State)
No Identity of Interest Affidavit
Ownership Structure Certificate (Sample)
Plans Certificate (tax credits)
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.
Insurance and Bond Requirements – for projects with IHDA loans for new construction or rehab
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 Marketing Request Spreadsheet to be used for each Marketing Request
FFB/542 (c) g Prgoram HUD Insured
Financing Adjustment Factor (FAF) Program
Housing Trust Fund (HTF) Program
National Housing Trust Fund (NHTF) Program
Conduit Financing with 4% Tax Credits
ALL TAX CREDIT PROGRAMS (this checklist includes all tax credit programs).
