Developer Resource Center
IHDA Connect PID / Account Request Form
All projects seeking IHDA resources must submit a Preliminary Project Assessment (PPA) and/or an Application for review. In order to submit your PPA or Application, you must first request a Project ID (PID) and an account for IHDA Connect, the Authority’s document management web application. Once assigned a PID for your development proposal, and access to IHDA Connect is established, all documents should be uploaded electronically into IHDA Connect.
To request an account for IHDA Connect and a PID, please click here or visit https://ppa.ihda.org to fill out the online form. Here you will be able to list members of your development team to which you would like to grant access to interact with the PID. Please allow up to three business days to receive confirmation that the account and/or PID has been created. If you have not received your account information within three business days, please reach out to IHDAconnecthelp@ihda.org.
If you have an IHDA Connect account and have forgotten your password, please use the self-service password reset option beneath the credential fields at https://connect.ihda.org.
Low Income Housing Tax Credit (LIHTC) Resources
The Low-Income Housing Tax Credit (LIHTC) program was created by the United States Congress in 1986 to promote the development of affordable housing for low income individuals and families. The Internal Revenue Service (IRS) regulations for the Tax Credit program are found under Section 42 of the Code of 1986, as amended.
As an allocating agency for the Tax Credit program in Illinois, the Illinois Housing Development Authority (Authority) is required to publish a Qualified Allocation Plan (QAP) that details how it intends to award the tax credits. Pursuant to Section 42 of the Code, the QAP describes criteria the Authority considers in evaluating Projects and development teams applying for an Allocation of Tax Credits.
Qualified Allocation Plan (QAP) Documents
2022-2023 Qualified Allocation Plan (QAP)
2022-2023 IHDA Board and Governor approved QAP. Updated September 2021.
Low Income Housing Tax Credit (LIHTC) 9% and 4% Projects Timeline
The Illinois Housing Development Authority (IHDA) is pleased to announce tentative dates for 2024 9% Low-Income Housing Tax Credit (LIHTC) application round. Please see the key event deadlines for the 2024 9% LIHTC round below:
EVENT | DATE |
PPA Deadline for 2024 LIHTC Applications | December 8, 2023 |
PPA Notification to Sponsors | February 2, 2024 |
2024 Applications Due | March 29, 2024 |
Clarification Period Notice / Responses Due | May 13, 2023 – May 17, 2024 |
Recommendations to Board | July 19, 2024 |
PPA and Application Timeline 2024 4% LIHTC
- IHDA will accept 4% LIHTC applications on a rolling basis through 2024.
- Please see the Multifamily Transactions Timeframes for more information on application deadlines.
Preliminary Project Assessment (PPA) Documents
The Preliminary Project Assessment is the first step when applying for the Authority resource requests. All potential LIHTC applicants (for both 4% and 9%) must complete the Preliminary Project Assessment (“PPA”) process prior to the submission of a Project Application.
Please find all of the relevant documents for the Preliminary Project Assessment (PPA) below. All Projects must receive PPA approval prior to making a Project Application.
Project Application Mandatory Documents
Required submission for all Tax Credit Projects.
Project Application Scoring Documents
Exclusive to 9% Low Income Housing Tax Credit (LIHTC) applications
LIHTC General Reference Documents
2020-2021 Soft Funds Limits. Updated October 2020.
Places within the Other Metro Set-Aside for LIHTC applications. Updated November 2017.
2022-2023 Grand Total Hard Cost Limits
Total hard cost limits by bedroom type and geographic set-aside for the 2022-2023 QAP. Updated September 2021.
2020-2021 Grand Total Hard Cost Limits
Total hard cost limits by bedroom type and geographic set-aside for the 2020-2021 QAP. Updated February 2020.
Sample Tax Credit Calculation Method
Example calculating eligible tax credit amount based on qualified basis and equity gap methods. Updated November 2015.
IHDA Portfolio and Pending Projects Map
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.
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.
Registered Agencies – Service Providers List
The listed agencies added are based on data generated from https://www.ilhousingsearch.org database. Criteria includes registered agencies with agents by city and zip code.
LIHTC & HOME Compliance Manual for Owners and Agents
Manual for owners and agents of properties with Federal Low Income Housing Tax Credits (LIHTC).
The 2023 Compliance Connection resource portal outlines annual compliance requirements and options for our valued partners – property owners and managers.
Certificates of Consistency (HUD)
Subsidy Layering Reviews
The Authority has authorization from the U.S. Department of Housing & Urban Development to conduct subsidy layering reviews (SLRs) for newly constructed and/or rehabilitated multifamily projects that: 1) have received an allocation of Low Income Housing Tax Credits from the Authority, and 2) will receive project-based voucher (PBV) rental assistance. Questions may be directed to slr@ihda.org.
LIHTC FAQs
2023 LIHTC Application Round Frequently Asked Questions – General
Answers to common general questions you may have as you complete your 2022 LIHTC application. Updated Jan. 2023.
2023 LIHTC Application Round Frequently Asked Questions – Energy Efficiency and Sustainability
Answers to common questions about Energy Efficiency and Sustainability you may have as you complete your 2022 LIHTC application. Updated Jan. 2023.
2023 LIHTC Application Round Frequently Asked Questions – Development Team
Answers to common questions about Development Team scoring requirements you may have as you complete your 2022 LIHTC application. Updated Jan. 2023.
2021 LIHTC Application Round Frequently Asked Questions
Answers to common questions you may have as you fill out your 2021 LIHTC application. Updated January 2021.
2020 LIHTC Application Round Frequently Asked Questions
Answers to common questions you may have as you fill out your 2020 LIHTC application. Updated March 2020.
2019 LIHTC Application Round Frequently Asked Questions
Answers to common questions you may have as you fill out your 2019 LIHTC application.
2018 LIHTC Application Round Frequently Asked Questions
Answers to common questions you may have as you fill out your 2018 LIHTC application.
8609 Forms for LIHTC Projects
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 via email to Daisy Marchan at dmarchan@ihda.org.
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.
Other IHDA Programs or Funding Sources
Other IHDA Programs or Funding Sources
Long Term Operating Support Program (LTOS)
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.
Energy Efficiency Funding
In support of IHDA’s policy of incorporating sustainability, with a focus on energy efficiency, into housing funded by IHDA, the following is a list of links to resources regarding energy efficiency funding at the federal and state levels.
FEDERAL
- Inflation Reduction Act
STATE
- Illinois Solar For All: https://www.illinoissfa.com/programs/non-profit-and-public-facilities/
Cross-Program Documents
Multifamily Transaction Timeframes
2023 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.
Cross-Program Project Submission Documents
2022-2023 Preliminary Project Assessment (PPA) Workbook
The updated 2022-2023 Preliminary Project Assessment (PPA) Workbook. This current version of this PPA Workbook should be used when applying for a non-PSH, IHDA-administered program that requires a PPA. Only this current version will be accepted.
The Common Application is to be submitted after PPA approval and required for all IHDA resource requests.
Multifamily Fee Payment Form to be submitted with all PPA and full applications. Updated April 2021.
Design, Construction & Regulatory Compliance Documents
Construction reference documents for all IHDA applications. *Note – Certificate of Completion and Permission to Occupy require submission prior to final project close out.
IHDA 2021 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 August 2022.
An ALTA/NSPS Land Title Survey is a complex survey product designed to assist all parties involved in a commercial real estate transaction. This documents outlines IHDA requirements for ALTA/NSPS land title surveys. Updated June 2022.
IHDA Mandatory Criteria Waiver Request Form – Enterprise Green Community (EGC)
This form is part of IHDA’s formal waiver request process for the adopted EGC credits. Updated April 2022.
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 2021.
Standards for Construction Cost Estimating
Construction cost estimating requirements for multifamily projects. Updated December 2017.
Standards for Property Needs Assessments
Property needs assessment requirements for multifamily rehabilitation projects.
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 December 2019. This version includes examples.
Section 3 Plan & Compliance Guide
A user’s guide for Section 3 compliance. Updated March 2022.
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.
Updated Stored Materials & Deposits on Materials Reimbursement Policy
IHDA will allow reimbursements for the value of stored materials and deposits on materials subject to the conditions listed in this policy. Note this policy replaces all previous versions. Updated Nov. 2022
Updated Jan. 2023
Closing Due Diligence
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)
IHDA Enterprise Green Communities Workbook
Fair Housing Certification (Federal Tax Credit)
Fair Housing Certification (State Tax Credit)
Identity of Interest Affidavit
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
All Program General References
This Underwriting Standards Guide presents the Authority’s criteria for evaluating a Project’s financial feasibility and underwriting assumptions.
Updated Construction Cost Limits
The updated Construction Cost Limits replaces all previous versions. Refer to IHDA’s Underwriting Standards Guide, dated January 2022, section III.B Grand Total Hard Cost Limits, for description of standard. Updated Nov. 2022.
2020 IHDA Final Guidance on 4% Tax-Exempt Bonds (TEB) Transactions
Final guidance on requests for tax-exempt bonds and 4% low-income housing tax credits. Updated and effective February 7, 2020.
2023 Income/Rent Limits (without NSP)
- Note: This does not include NSP limits.
2023 Income/Rent Limits (NSP only)
- Note: This file is only for the 2023 Neighborhood Stabilization Program (NSP) limits.
2022 all programs rent and income limits
2021 all programs rent and income limits
2020 all programs rent and income limits
2019 all programs rent and income limits
2018 all programs rent and income limits
2017 all programs rent and income limits
2018 Illinois Qualified Census Tracts
List of HUD-designated QCTs.
2017 Illinois Qualified Census Tracts
List of HUD-designated QCTs.
2018 Illinois List of HUD-Qualified Difficult to Develop Areas
List of HUD-designated DDAs.
2017 Illinois List of HUD-Qualified Difficult to Develop Areas
List of HUD-designated DDAs.
Site Control Compliance Language
Site Control Compliance Language.
Annual per-unit operating expenses allowed by project type and geographic set-aside. Updated February 2020
Documentation of standards for appraisals. Updated December 2015.
List of current multifamily developments financed by IHDA. The list contains developments that have closed. Updated August 2023.
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 closed. Updated August 2023.
2020 HOME Maximum Subsidy Limits
HOME Maximum Per-Unit Subsidy Limits. Updated December 2020.
Overview of the 2013 HOME Final Rule.