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.

2022-2023 Qualified Allocation Plan (QAP)

2022-2023 IHDA Board and Governor approved QAP. Updated September 2021.

Past Qualified Allocation Plans

2020-2021 Qualified Allocation Plan (QAP)

2020-2021 Governor approved QAP. Updated October 2019.

2018-2019 Qualified Allocation Plan (QAP)

2018-2019 QAP. Updated October 2017.

2016-2017 Qualified Allocation Plan (QAP)

2016-2017 QAP. Updated January 2016.

The Illinois Housing Development Authority (IHDA) is pleased to announce tentative dates for 2023 9% Low-Income Housing Tax Credit (LIHTC) application round. Please see the key event deadlines for the 2023 9% LIHTC round below:

EVENT DATE
PPA Deadline for 2023 LIHTC Applications October 20, 2022
PPA Notification to Sponsors December 13, 2022
2023 Applications Due February 16, 2023
Clarification Period Notice / Responses Due April 17, 2023 – April 21, 2023
Recommendations to Board June 16, 2023

Please see the key event deadlines for the 2022 9% LIHTC round:

EVENT DATE
PPA Deadline for 2022 LIHTC Applications October 29, 2021
PPA Notification to Sponsors December 21, 2021
2022 LIHTC Applications Due February 14, 2022
2022 LIHTC Recommendations to Board May 20, 2022

4% LIHTC:

IHDA will accept 4% LIHTC applications on a rolling basis through December 31, 2022. IHDA will endeavor to notify Sponsors within 45 days of the Authority’s receipt of the request for 4% PPA approval.

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.

PPA 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.

IHDA Enterprise Green Communities Workbook

IHDA’s workbook to adhere to 2020 Enterprise Green Communities program’s forty required criteria. Please submit this workbook with the elements due at PPA.

Enterprise Item 1.1 Project Priorities Survey

Complete this survey prior to beginning your integrative design process and submit with your Preliminary Project Assessment. (For an interactive PDF version of this survey created by Enterprise, go to https://www.greencommunitiesonline.org/templates-certification.)

Development Experience Certification: Sponsor

Sponsor experience certification. Updated September 2021.

Development Experience Certification: General Contractor

General contractor experience certification. Updated September 2021.

Development Experience Certification: Architect

Architect experience certification. Updated September 2021.

Development Experience Certification: Property Manager

Property manager experience certification. Updated September 2021.

Multifamily Fee Payment Form

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

PPA Reference Documents

PPA Data and Metrics Chart

The market data and metrics reviewed for the PPA are outlined in the 2022-2023 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.

Underwriting Standards Guide

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.

2022-2023 Food Access PPA Verification Process

As part of the Preliminary Project Application (PPA) review under the 2022-2023 QAP, applicants will strive to demonstrate that they are within an acceptable distance from fresh healthy food. For more information about this component and to access the tool, please visit the Market Research page.

Affordable Rental Unit Survey (ARUS)

The Affordable Rental Unit Survey is an analysis of affordable rental housing concentrations in every census tract in the State (organized by county). For more information about the ARUS, its background and methodology, and the web tool, please visit the Market Research page.

Affordability Risk Index (ARI)

The Affordability Risk Index (ARI) is a tool intended to demonstrate the need to preserve affordability in areas that are becoming less affordable at a faster rate. For more information and the ARI Guide, please visit the Market Research page.

Proximate Opportunity Areas

Proximate Opportunity Areas must be submitted at PPA with the PPA Workbook. For more information, please visit the Market Research page.

Opportunity Areas

Opportunity Areas, as defined by IHDA, are communities with low poverty, high access to jobs and low concentrations of existing affordable rental housing. For more information about the methodology and a list of current Opportunity Areas, please visit the Market Research page.

Revitalization Impact Areas

Revitalization Impact Areas (RIAs), as defined by IHDA, are targeted geographic areas that demonstrate the most salient market conditions suggesting that revitalization, or concerted community development planning, would be especially beneficial within these communities. For more information about RIAs and the map, please visit the Market Research page.

PPA Status List

As PPAs for IHDA resources are now accepted on a rolling basis, IHDA provides the status of PPAs received and approved to date.

Required submission for all Tax Credit Projects.

Mandatory Submission Documents

Multifamily Fee Payment Form

Multifamily Fee Payment Form to be submitted with all PPA and full applications. Updated April 2021.

Common Application

The Common Application is to be submitted after PPA approval and required for all IHDA resource requests.

2022-2023 Application Checklist

The current version of this Mandatory Application Checklist is to be used when applying for an Allocation of Low-Income Housing Tax Credits.

Historic Preservation Checklist

Historic Preservation Checklist form. Updated February 2020.

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. Updated February 2020.

2022-2023 Site and Market Study Summary Form

2022-2023 Market study form

Development Experience Certification: Sponsor

Sponsor experience certification. Updated September 2021.

Development Experience Certification: General Contractor

General contractor experience certification. Updated September 2021.

Development Experience Certification: Architect

Architect experience certification. Updated September 2021.

Development Experience Certification: Property Manager

Property manager experience certification. Updated September 2021.

Application Certification, Organizational Chart and Identity of Interest Certification

Organizational Chart and Identity of Interest Certification form. Updated February 2020.

IHDA Enterprise Green Communities Workbook

IHDA’s workbook to adhere to 2020 Enterprise Green Communities program’s forty required criteria. Please submit this workbook with the elements due at Project Application.

Statewide Referral Network Agreement

This form should be completed to request a waiver from criteria that are waivable, according to the IHDA Enterprise Green Communities Workbook.

Community Revitalization Plan Thresholds Scoring and Criteria

This document outlines IHDA’s Community Revitalization mandatory Threshold Requirements and Scoring Criteria under the Low-Income Housing Tax Credit (LIHTC) program, in conjunction with the QAP. Projects with a Community Revitalization condition should reference the Threshold Requirements; those seeking up to 10 points in the Community Revitalization category (9% projects only) should reference both the Threshold Requirements and Scoring Criteria. More information and supporting documents are located on IHDA’s Community Revitalization website.


Mandatory Reference Documents

Local Consolidated Plans

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

Standards for Environmental Reviews and Professionals

Environmental requirements for multifamily projects. Updated December 2021.

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.

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.

2022 – 2023 Standards for Site and Market Study Reviews and Professionals

2022-2023 Site and market requirements for ALL multifamily projects.

Underwriting Standards Guide

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.

Exclusive to 9% Low Income Housing Tax Credit (LIHTC) applications

Scoring Submission Documents

These documents may be submitted with full application to receive points

LIHTC Scoring Workbook

2022-2023 9% LIHTC scoring certification form

Architectural Standards, Universal Design and Amenities Certification

Architectural Standards, Universal Design and Amenities Certification form.

Asset Map Template

This template may be used to fulfill the Community Revitalization requirement and to pursue points for Neighborhood Assets.

BIPOC Self-Certification

This document must be signed and submitted at time of application for Teams pursuing points as BIPOC-Led or BIPOC-Governed entities.


Scoring Reference Documents

Reference documents exclusive to 9% LIHTC applications.

AHPAA Municipalities

Municipalities subject to the Affordable Housing Planning and Appeal Act. Updated December 2018. Please note that the AHPAA Municipalities will be updated in December of 2023.

Underwriting Standards Guide

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.

2022 – 2023 Site and Market Study Review Criteria and Scoring

2022 – 2023 Site and Market Study Review Criteria and Scoring.

Community Revitalization Plan Thresholds Scoring and Criteria

This document outlines IHDA’s Community Revitalization mandatory Threshold Requirements and Scoring Criteria under the Low-Income Housing Tax Credit (LIHTC) program, in conjunction with the QAP. Projects with a Community Revitalization condition should reference the Threshold Requirements; those seeking up to 10 points in the Community Revitalization category (9% projects only) should reference both the Threshold Requirements and Scoring Criteria. More information and supporting documents are located on IHDA’s Community Revitalization website.

Map of current QCTs and R/ECAPs for determining Community Revitalization Requirements

This map shows the most current Qualified Census Tract (QCT), Racially or Ethnically Concentrated Area of Poverty (R/ECAP), and Difficult Development Area (DDA) designations available. LIHTC projects located in areas designated as QCTs and/or R/ECAPs are required to submit Community Revitalization documentation that meets thresholds at time of application.

Organizational Chart Template

Teams pursuing points as BIPOC-led entities should refer to this organizational chart as an example of what should be submitted with their application.

Opportunity Areas: Geographic Considerations and Determination Metrics

Opportunity Areas are identified with publicly-available data published by the federal government. IHDA has used specific geographic considerations and determination metrics to determine the Opportunity Areas. Updated August 2021.

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 August 2021.

Quality of Life Index (QOLI)

The Quality of Life Index score is a dynamic measurement of cumulative positive outcome measurements in five different Quality of Life Categories. These categories are: education, prosperity, health, housing, and connectivity.

Proximity to Jobs

Step-by-step instructions for scoring submission documentation and guidance on using the On the Map tool to receive the Proximity to Jobs point.

SRN Initial Demand List

Refer to this list as the Project prepares a PPA. Updated Jan. 2023.

SRN Initial Demand List – Chicago

Refer to this list as the Project prepares a PPA for CHICAGO ONLY. Updated Jan. 2023.

Statewide Referral Network Agreement

Statewide Referral Network agreement. Updated December 2022.

Section 811 Initial Demand List

Refer to this list as the Project prepares a PPA. Updated Jan. 2023.

Section 811 Initial Demand List – Chicago Only

Refer to this list as the Project prepares a PPA for CHICAGO ONLY. Updated Jan. 2023.

2020-2021 Soft Funds Limits

2020-2021 Soft Funds Limits. Updated October 2020.

Other Metro Set-Aside Places

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).

2023 Compliance Connection

The 2023 Compliance Connection resource portal outlines annual compliance requirements and options for our valued partners – property owners and managers.

Certificates of Consistency (HUD)

Income Averaging

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.

Affordable Rental Unit Survey (ARUS)

Anticipated mandatory requirements for any development requesting to elect income averaging:

  • All units must be designated low income; the development may not contain unrestricted or market rate residential units.
  • Designated income/rent levels may only be set at 10% increments beginning at 20% of AMI. Allowable income/rent designation levels are 20%, 30%, 40%, 50%, 60%, or 80% of AMI. The Authority reserves the right to limit the number of AMI designations per property.

Anticipated supplemental application items for any development requesting to elect income averaging:

  • Written acknowledgement from the LIHTC equity investor that income averaging is compatible with requirements of other public and private funding sources.
  • Written acknowledgement from the property manager regarding the compliance implications and commitment to provide annual income averaging training to on-site property management.
  • Payment of an additional application fee to re-underwrite the development, if applicable.
  • Payment of an additional compliance fee to reflect increased monitoring requirements for developments that elect income averaging.
  • Updated common application.
  • Updated market study demonstrating sufficient market demand for each income bracket proposed.

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.

SLR Instructions

SLR Request Template

SLR Application & Checklist

HUD Form 2880

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.

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.

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.

Other IHDA Programs or Funding Sources

Next Generation Capacity Building for BIPOC Developers (Next Gen) Request for Applications (RFA)

Request for Applications

The Illinois Housing Development Authority (IHDA) is pleased to announce funding for its Next Generation Capacity Building for BIPOC Developers (Next Gen) Request for Applications (RFA). Funding is available for Community Development Financial Institutions (CDFIs) to:

  • Originate and manage a pre-development loan fund,
  • Provide Low-Income Housing Tax Credit (LIHTC) specific training and,
  • Provide curated project specific technical assistance.

The loans, training and technical assistance will be provided to for-profit and not-for profit developers of affordable housing that are BIPOC owned or led, as defined within the current approved LIHTC Qualified Allocation Plan and have an interest in developing LIHTC projects.

Applications are due IHDA by 3 p.m. CT on Friday, November 18, 2022.  Applications must be submitted electronically to NextGen@ihda.org.

Any questions about the Next Generation Capacity Building for BIPOC Developers (Next Gen) Program should be directed to NextGen@ihda.org.

Housing for Justice Involved Individuals (HJIIP) Program

Request for Applications
Applications were due to IHDA by 5 p.m. CT on Thursday, March 31, 2022. The application period is now closed.

Any questions about the Housing for Justice Involved Individuals (HJIIP) Program should be directed to justicerfa@ihda.org.

Application Forms

Application Checklist

Application Certification

Multifamily Fee Payment Form

Common Application

Historic Preservation Checklist

Illinois Affordable Housing Tax Credit

IHDA Bond Programs

First Mortgage Loan Programs

Permanent Supportive Housing

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.

Cross-Program Documents

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.

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.

Common Application

The Common Application is to be submitted after PPA approval and required for all IHDA resource requests.

Multifamily Fee Payment Form

Multifamily Fee Payment Form to be submitted with all PPA and full applications. Updated April 2021.

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.

IHDA ALTA/NSPS Requirements

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.

IHDA Davis-Bacon Guidelines

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.

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.

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

IHDA Stored Material Log

Updated Jan. 2023

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)

IHDA Enterprise Green Communities Workbook

Fair Housing Certification (Federal Tax Credit)

Fair Housing Certification (State Tax Credit)

Final Financing Form

HOME Lease Rider

Identity of Interest Affidavit

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.

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

Construction Draw Process

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

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 Check Request

Fillable Marketing Plan

Fillable Marketing Request Spreadsheet to be used for each Marketing Request

LIHTC Final Financing Form

Marketing Agreement (Universal)

Relocation Plan

Sample Due Diligence Checklists

FFB/542 (c) g Program HUD Insured

Credit Advantage Program

Financing Adjustment Factor (FAF) Program

HOME Program

Housing Trust Fund (HTF) Program

National Housing Trust Fund (NHTF) Program

Conduit Financing with 4% Tax Credits

Federal Tax Credit 9%

Federal Tax Credit 4%

State Tax Credit

CAHGP Initial Closing Checklist

CAHGP-LIHTC 9% Initial Closing Checklist

CDT (4%) – CAHGP Initial Closing Checklist

HOME-CAHGP-LIHTC Initial Closing Due Diligence Checklist

HTF Initial Closing Due Diligence Checklist (with tax credits)

RS-CDT 4%- STC-CAHGP Initial Closing Due Diligence Checklist

TF-CAHGP-LIHTC 9% Initial Closing Due Diligence Checklist

Federal Tax Credit Program – 4% credits and STC – Initial Closing Due Diligence Checklist

HOME-811-FTC Initial Closing Due Diligence Checklist

HOME-HTF-LTOS Initial Closing Due Diligence Checklist

HTF Initial Closing Due Diligence Checklist (with FTC and STC)

HTF Initial Closing Due Diligence Checklist (with FTC)

HTF-LTOS Initial Closing Due Diligence Checklist

NHTF-HTF-STC Initial Closing Due Diligence Checklist

ALL TAX CREDIT PROGRAMS (this checklist includes all tax credit programs)

Underwriting Standards Guide

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.

2022 Income/Rent Limits

2022 all programs rent and income limits

2021 Income/Rent Limits

2021 all programs rent and income limits

2020 Income/Rent Limits

2020 all programs rent and income limits

2019 Income/Rent Limits

2019 all programs rent and income limits

2018 Income/Rent Limits

2018 all programs rent and income limits

2017 Income/Rent 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.

2020 Operating Expense Range

Annual per-unit operating expenses allowed by project type and geographic set-aside. Updated February 2020

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 closed. Updated July 2022.

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 July 2022.

2020 HOME Maximum Subsidy Limits

HOME Maximum Per-Unit Subsidy Limits. Updated December 2020.

2013 HOME Final Rule

Overview of the 2013 HOME Final Rule.