Preliminary Project Assessment (PPA) Documents. Required submission for all IHDA resource requests. Must receive PPA approval prior to making a full application.
2016-2017 Preliminary Project Assessment (PPA) Workbook
Checklist and PPA application form regarding the proposed project’s concept, design, location and proposed tenant population.
Multifamily fee payment form to be submitted with all PPA and full applications.
Reference documents that do not require submission.
The market data and metrics reviewed for the PPA are outlined in the 2016 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 “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.
2016-2017 Qualified Allocation Plan
2016-2017 Governor approved QAP. Updated January 2016.
Draft 2018-2019 Qualified Allocation Plan
Draft 2018-2019 QAP posted for public comment. Updated September 2017.
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 to be submitted with all PPA and full applications.
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.
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 all programs rent and income limits
List of HUD-designated QCTs.
List of jurisdictions with local Consolidated Plans. Updated November 2015.
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.
2016-2017 Site and Market Study Summary Form
2016-2017 Market study form.
Standards for Site and Market Study Reviews and Professionals
2016-2017 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. Updated November 2015.
Annual per-unit operating expenses allowed by project type and geographic set-aside. Updated November 2015.
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 June 2017.
HOME Maximum Per-Unit Subsidy Limits. Updated February 2016.
Overview of the 2013 HOME Final Rule.
Reference documents exclusive to 9% LIHTC applications.
Municipalities subject to (or at risk of becoming subject to) the Affordable Housing Planning and Appeal Act. Updated November 2015.
Places within the Other Metro Set-Aside for LIHTC applications. Updated December 2014.
2016-2017 Site and Market Study Review Criteria and Scoring
2016 Site and market study review criteria and scoring.
Affordability Risk Index for 2016-2017 QAP
Affordability Risk Index scores for 2016-2017 QAP. Updated October 2015. Excel spreadsheet available upon request. Contact Shadale Bradley for more information: sbradley@ihda.org
Affordability Risk Index – Determination Metrics
Determination metrics and methodology for the Affordability Risk Index for 2016-2017 QAP. January 2016.
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.
2016 Revitalization Plan Thresholds Scoring and Criteria
Revitalization Plan Scoring for 2016-2017 QAP. Updated October 2015.
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 2016 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.
Jobs to population ratio sorted by census tract for projects applying under the 2016-2017 QAP. Updated November 2015.
Communities of Preference for SRN Points
Statewide Housing Coordinator “Communities of Preference”. Updated November 2015.
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 December 2016.
Supportive Services for Veterans’ Families Awardees
FY 2016 Supportive Services for Veterans’ Families awardees. Updated December 2015.
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.
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.
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.
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 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.
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.
Must be completed and included with your PSH application.
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 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.
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.
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.
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.
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
*Please note that all application materials are due to IHDA by 5:00 p.m. on the respective dates listed here.
| 2017 – 1st Quarter | Event | Date |
| March | Round II 2017 PPAs Due | 3/3/2017 |
| 2017 – 2nd Quarter | Event | Date |
| April | Round II 2017 PPA Announcements | 4/28/2017 |
| June | 2017 LIHTC Applications Due | 6/23/2017 |
| 2017 – 3rd Quarter | Event | Date |
| September | 2017 LIHTC Board | 9/29/2017 |
*Please note that all application materials are due to IHDA by 5:00 p.m. on the respective dates listed here.
