Responsible Property Management
At IHDA, we’re responsible for monitoring the properties we finance. That’s currently about 750 multifamily rental properties that comprise more than 65,000 units across the state. We work with property managers to ensure their properties are in compliance with building safety codes, loan conditions, tenant selection requirements and other state and federal guidelines. Property managers can use the tools and documents found here to help ensure they continue to meet their compliance requirements.
Acronyms
Listing of IHDA Acronyms.
Compliance Staff Roles and Responsibilities Summary
Summary of compliance staff roles and responsibilities.
LIHTC Manual Draft for public review.
Listing of IHDA points of contact broken down by property manager.
Please use this IHDA contact directory form to update any pertinent development contact information.
Demystifying Rental Assistance
PPT presentation deck from 2019 Illinois Governors Conference on Affordable Housing.
PPT presentation deck from 2019 Illinois Governors Conference on Affordable Housing.
PPT presentation deck from 2019 Illinois Governors Conference on Affordable Housing.
LIHTC HOME HTF Compliance Essentials
Compliance essentials covering LIHTC, HOME Funds and Housing Trust Fund.
- VIDEO PASSWORD: To view this video, please use this password: HsaBP2Zw
- WHAT WILL I LEARN: The process and documents for requesting funds from reserve accounts.
- WHO SHOULD ATTEND: Staff that coordinates or handles reserve requests to IHDA or maintains reserve accounts.
Sending Checks for Loan Payments –
https://illinois2.webex.com/illinois2/ldr.php?RCID=4c3449a1585ced5900f5b1135a972a2a
- VIDEO PASSWORD: To view this video, please use this password: zQaCpCN2
- WHAT WILL I LEARN: The process and documentation for sending loan payments to IHDA.
- WHO SHOULD ATTEND: Staff that coordinates or handles loan payments to IHDA.
Financial Statement
Financial reporting and audit guidelines for mortgagors of multifamily housing developments.
Exhibit A – Single Year Schedule of Financial Performance (Excel)
Required to be submitted with annual financial statements.
Audit – Sample of Owner & Agent Certifications
Must be submitted with the annual financial statement.
Budget
Follow these directions to successfully submit the budget review form.
Withdrawal Request Forms
Reserve Account Withdrawal Form
To be completed if there is a withdrawal on a reserve/escrow account.
These instructions specify documentation that must be submitted with requests for withdrawals from property reserve accounts held by IHDA. All requests and supporting documentation are to be submitted electronically to reserverequest@ihda.org.
When seeking reimbursement for any payments, all developments must submit a W-9 Form (Request for Taxpayer Identification Number and Certification). When requesting that vendors be paid directly, the vendor’s W-9 Form must be submitted with the payment request.
Automated Clearinghouse (ACH) Bank Credit Authorization form. This form allows IHDA to electronically deposit funds into the requestor’s bank account.
Automated Clearinghouse (ACH) Bank Debit Authorization form. This form allows IHDA to charge the requestor’s bank account for their mortgage payment on or after the payment due date.
Withdrawal Request Signature Form (Partnership)
To be completed if there is a change to the authorized signatures on a reserve/escrow account.
Withdrawal Request Signature Form (Limited Liability)
To be completed if there is a change to the authorized signatures on a reserve/escrow account.
Withdrawal Request Signature Form (Corporation)
To be completed if there is a change to the authorized signatures on a reserve/escrow account
Withdrawal Request Signature Form (Cooperative)
To be completed if there is a change to the authorized signatures on a reserve/escrow account.
Insurance
Insurance Requirements for IHDA Project Renewals
The insurance coverage outlined in this this documents represents the minimum requirements for IHDA
developments.
Annual Certifications
Consolidated Certificate of Compliance
To be submitted annually to certify that the development is in compliance with the applicable income/rent requirements of the Regulatory Agreement per related funding.
Tenant Profile Compliance Report for All Programs
To be submitted annually and attached to the HOME, CDBG, NSP, 1602, TCAP or Tax Credit program certifications. This is the Annual Tenant Events for all household members residing in properties with the following funding programs (HOME, CDBG, NSP, 1602, TCAP, Tax Credits).
Section 8 Income Targeting – Extremely Low-Income (30%)
For Section 8 & Mod Rehab only. To be submitted annually to certify that the developments are in compliance with HUD’s 30% income targeting.
For Section 8/236 only.
To be submitted as a supplement to the mortgage details included with the annual financial statements.
Ownership Structure Certification Sample (Exhibit C)
To certify a development’s ownership structure.
To be submitted when authorizing the person listed in the form to execute documents on behalf of the corporation.
Rider to Apartment Lease – HOME Program (IHDA). Rider to be attached to lease when HOME Program funds.
Rental Schedules/Worksheets-Section 8
Instructions for Utility Allowance
Instructions on utility allowances.
Contract Renewal Request Form (Section 8 only)
To be completed by developments renewing Section 8 contracts.
Appendix 5: AAF Rent Comparability Study (RCS) Worksheet
This form is the Appendix 5 – Annual Adjustment Factor (AAF) worksheet for the rent comparability study.
Section 8 Rent Increase Worksheet for New Construction and Substantial Rehabilitation
This form is the Appendix 1 – Annual Adjustment Factor (AAF) worksheet for the rent comparability study.
Appendix 3: Sample Format for Owner’s Certification of Compliance with the Requirements of Notice
Sample of Annual Adjustment Factor (AAF) owner’s certification of compliance.
Rental Schedules/Worksheets-HOME
Instructions for Utility Allowance
Instructions on utility allowances.
Rent and Utility Allowance Request
IHDA Other Rent and Utility Allowance Request Form (Not for Section 8 / 236).
Utility Allowance Summary General
Complete this excel form to determine the utility allowance.
Most Restrictive Rent Worksheet
Complete this chart to show maximum rents at 30%, 40%, 50%, 60% and 80% AMI
Rental Schedules/Worksheets-All Other Programs
Instructions for Utility Allowance
Instructions on utility allowances.
Rent and Utility Allowance Request
IHDA Other Rent and Utility Allowance Request Form (Not for Section 8 / 236).
Utility Allowance Summary General
Complete this excel form to determine the utility allowance.
Most Restrictive Rent Worksheet
Complete this chart to show maximum rents at 30%, 40%, 50%, 60% and 80% AMI
Management Agreement Extension
Management Agreement Extension
Extension and amendment of management agreement.
Tenant Management
Tenant Selection Plan – Other Programs
To be submitted when detailing the criteria for selecting tenants for Other Programs (except Section 8 & 236) developments.
Tenant Selection Plan – Section 8 & 236
To be submitted when detailing the criteria for selecting tenants for Section 8 & 236 developments.
Tenant Selection Plan – Section 8 Moderate Rehabilitation Developments
To be submitted when detailing the criteria for selecting tenants for Section 8 Moderate Rehabilitation developments.
Instructions for Tenant Selection Plan
Instructions for completing the Tenant Selection Plan
Affirmative Fair Housing Marketing Plan (AFHMP)
To be submitted when detailing proposed activities/advance marketing for affirmative fair housing.
Management Plan Requirement Guidelines
An outline of management requirements to verify that the owner/sponsor and the managing agent will consistently implement fair and appropriate housing management practices and comply with applicable program requirements when managing an IHDA-financed development.
This poster is required to be posted at the property. (English Version).
This poster is required to be posted at the property (Spanish Version).
A sample form for the development to use to summarize an applicant’s details for the waiting list.
Acceptable form of Verification Appendix 3
Acceptable forms of verification of income and assets
Low Income Housing Tax Credit/TCAP/1602 Program Owner’s Certification of Continuing Compliance
Low Income Housing Tax Credit/TCAP/1602 Program – Owner’s Certification of Continuing Compliance
Low Income Housing Tax Credit/TCAP/1602 Program Project Information
Tenant Profile Compliance Report For All Programs
To be submitted annually and attached to the HOME, CDBG, NSP, 1602, TCAP or Tax Credit program certifications. This is the Annual Tenant Events for all household members residing in properties with the following funding programs (HOME, CDBG, NSP, 1602, TCAP, Tax Credits). Revised 9/16/16.
TST-3 Tenant Income Certification (TIC) Form
LIHTC Tenant Income Certification Form (TIC). To be completed during certification/recertification of residents. This form is accepted by IHDA, City of Chicago and Cook County.
Low Income Housing Data for Tax Credit Projects (Initial submission only)
Low Income Housing Date Report (for each building)
Certification of Student Eligibility
LIHTC Initial Monitoring Data form
TC Under $5K Asset Certification
Asset Certification Form
A reference guide for compliance with the Low Income Housing Tax Credit (LIHTC) Program.
State Tax Credit Compliance Guide.
IAHTC Program Owner’s Certification of Continuing Compliance
IAHTC Program Owner’s Certification of Continuing Compliance. To be completed annually.
TSHT-1A IAHTC Project Information Form
IAHTC Project Information. Complete initially then only if there has been change in the information during the compliance period.
TSHT-3 IAHTC Tenant Income Certification (TIC) Form
Low Income Tenant Income Certification (TIC). To be completed during certification of residents.
TSHT-4 IAHTC Project Data Form
IAHTC Project Data. Initial submission only.
TSHT-4A IAHTC Building Identification Form
IAHTC Building Identification. Initial submission only for each BIN number.
IAHTC Payment and Mailing Instructions
Annual State Tax Credit Compliance Fee Payment and Mailing Instructions Requirements
LIHTC Payment and Mailing Instructions
Annual Section 42 Compliance Fee Payment and Mailing Instructions Requirements
Sample Tax Credit Lease Addendum
The Tax Credit Lease Addendum should be on your letterhead, signed by the resident and Manager and attached to your lease agreement if your current lease agreement does not include Section 42 language as identified in this sample Addendum.
2019 Qualified Contract Guidelines
Terms, conditions and procedures for qualified contract requests. Updated April 2019.
BDS Website Instruction for Owner, Agent and On Site
Annual Section 42 Compliance Fee Payment and Mailing Instructions Requirements. This guide will describe the procedures related to use of the BDS (Confidential Delivery Server) website. This website can be used for any transmission that includes data or information that requires protection.
BDS Agent Registration Guide Only
Annual Section 42 Compliance Fee Payment and Mailing Instructions Requirements. The purpose of this guide will be to describe the process, for managing agents, regarding how to register for the BDS (Confidential Delivery Server) for submission of their tax credit compliance documents.
DMS Authority Online User Manual – for Owners Agents
DMS Authority Online is a web portal available to property Owners and Agents to manage compliance reporting directly into IHDA’s DMS. This manual provides guidance on how to use the DMS Authority Online system.
This listing details IHDA-assisted multifamily rental properties and contacts for persons seeking housing.
Occupancy and Waitlist Reporting
Use this link and follow the instructions to submit Occupancy and Waitlist Data.
VAWA Model Emergency Transfer Plan– PDF Version
This document includes a model plan as well as related guidance.
VAWA Emergency Model Transfer Plan – Word Version
This document includes a model plan as well as related guidance.
This guide lists Federal and State referral sources for persons experiencing domestic violence.
2019 all programs rent and income limits
2018 all programs rent and income limits
2017 all programs rent and income limits
2016 all programs rent and income limits.
2015 all programs rent and income limits.
2014 all programs rent and income limits.
2013 all programs rent and income limits.
2012 all programs rent and income limits.
Notice Procedures Under the Federally Assisted Housing Preservation Act
Title 47: Housing and Community Development Chapter II: Illinois Housing Development Authority Part 375 Notice Procedures Under the Federally Assisted Housing Preservation Act.
Notice of Intent to Terminate Subsidy
This form is for the owner to submit a notice of intent to complete prepayment, termination, sell or dispose of the property under the Federally Assisted Housing Preservation Act.
Notices
The Feedback Forms below are to be used only for IHDA Properties. Click here to get a listing of IHDA properties.
Applicant/Tenant Complaint Form
Use this form to file an applicant or tenant complaint on an IHDA-financed property.
Use this form for Statewide Referral Network or Section 811 program developments.
Management Bulletin 483 (6/6/19)
Point of Contact Updates
Management Bulletin 482 (5/10/19)
HUD 2019 Income Limits
Management Bulletin 481 (2/4/19)
2019 Security Deposit Interest Rate
Management Bulletin 480 (11/16/18)
EIV System Matching Delay
Management Bulletin 479 (10/17/18)
TRACS User Certification Requirements
Management Bulletin 478 (9/10/18)
NSP Financial Reporting
Management Bulletin 477 (9/6/18)
HUD – Financial Toolkit
Management Bulletin 476 (7/19/18)
IHDR – Guidebook on Reasonable Accommodations and Modifications
Management Bulletin 475 (7/19/18)
HUD Brochure Update – Resident Rights & Responsibilities
Management Bulletin 474 (6/1/18)
2018 Income Rent Limits – HOME
Management Bulletin 473 (5/1/18)
HAP Voucher Submission Deadlines
Management Bulletin 472 (4/30/18)
DMS Authority Online User Manual
Management Bulletin 471 (4/16/18)
2018 Income/Rent Limits
Management Bulletin 470 (4/5/18)
Owners/Agents of Properties with IHDA Held Reserves
Management Bulletin 469 (10/6/17)
Emergency Housing for Households Displaced by Recent Natural Disasters
Management Bulletin 468 (7/24/17)
Income/Rent Limits for 2017
Management Bulletin 467 (6/7/17)
Violence Against Women Act (VAWA) Emergency Transfer Plan Requirements and Model Documents
Management Bulletin 466 (3/28/17)
Updated Occupancy and Waitlist Reporting Requirements
Management Bulletin 465 (11/30/16)
Insurance Requirements for IHDA Projects – Renewals
Management Bulletin 463 (7/19/16)
2016 Asset Management Training Calendar
Management Bulletin 462 (6/6/16)
2016 Maximum Gross HOME Rent Limits
Management Bulletin 461 (4/28/16)
Income/Rent Limits for 2016
Management Bulletin 460 (2/24/16)
Compliance Requirements for 2016
Management Bulletin 459 (1/15/16)
2016 Interest Rate on Security Deposits
Management Bulletin 458 (10/5/15)
Income/Rent Limits for 2015
Management Bulletin 456 (5/28/15)
Required Submission of Tenant Selection Plans and Affirmative Marketing Plans
Management Bulletin 455 (4/28/15)
New HUD issues to be included In Properties’ Tenant Selection Plans
Management Bulletin 454 (3/27/15)
2015 IHDA Training Calendar.
Management Bulletin 453 (3/11/15)
AMS pure HTF and FAF Inspection – Changes Effective 2015
Management Bulletin 452 (1/23/15)
2015 Section 8 Operating Cost Adjustment Factors
Management Bulletin 451 (1/23/15)
2015 Interest Rate on Security Deposits
Management Bulletin 450 (9/24/14)
40th Percentile and 50th Percentile Fair Market Rents for Fiscal Year 2015
Management Bulletin 449 (9/5/14)
TRACS 202.D Release Implementation Schedule
Management Bulletin 448 (8/5/14)
Social Security Benefit Letters
Management Bulletin 447 (3/7/14)
2014 IHDA Tax Credit Training Calendar for On-site Managers/Managing Agents/Owners of Tax Credit Properties.
Management Bulletin 446 (3/7/14)
2014 IHDA Training Calendar for On-site Managers/Managing Agents/Owners of Section 8 and 236 Financed Developments.
Management Bulletin 445 (3/7/14)
2014 IHDA Training Calendar for On-site Managers/Managing Agents/Owners of HOME, Risk Share, AMBAC, TFB, HTF, HPP, FAF, CDBG, NSP, BIBP, TCAP/1602 and 80/20 Financed Properties.
Management Bulletin 443 (2/5/14)
2014 Interest Rate on Security Deposits.
Management Bulletin 442 (1/13/14)
Income/Rent Limits for 2014.
Management Bulletin 440 (12/9/13)
Insurance Requirements for IHDA Projects – Renewals.
Management Bulletin 439 (11/25/13)
2014 Section 8 Operating Cost Adjustment Factors.
Management Bulletin 438 (11/8/13)
Income/Rent Limits 2013.
Management Bulletin 437 (10/18/13)
40th Percentile and 50th Percentile Fair Market Rents for Fiscal Year 2014.
Management Bulletin 436 (9/19/13)
Change in Utility Allowance Calculation and Sample Size.
Management Bulletin 435 (8/8/13)
Violence Against Women Reauthorization Act of 2013 (VAWA)
Management Bulletin 434 (8/15/13)
2014 Budgets Notification.
Management Bulletin 431 (7/16/13)
Revised EIV Notice from HUD (H 2013-06) issued March 8, 2013.
Management Bulletin 430 (4/3/13)
2013 Trainings in Decatur on Thursday, June 13, 2013.
Management Bulletin 429 (4/3/13)
2013 IHDA Training Calendar.
Management Bulletin 428 (3/12/13)
2013 IHDA Training Calendar.
Management Bulletin 427 (3/12/13)
2013 IHDA Training Calendar.
Management Bulletin 426 (3/1/13)
Rental subsidy availability.
Management Bulletin 425 (1/23/13)
Clarification of HUD requirement for Residual Receipts of New Regulation Section 8 Housing Assistance Payment (HAP) Contracts to Offset Monthly Section 8 Housing Assistance Payments.
Management Bulletin 424 (1/23/13)
2013 Interest Rate on Security Deposits.
Management Bulletin 423 (11/30/12)
2013 Section 8 Operating Cost Adjustment Factors.
Management Bulletin 419 (10/1/12)
Housing persons with Disabilities to provide Supportive Housing.
Management Bulletin 418 (8/16/12)
Implementation of a Universal Tenant Income Certification (TIC) form.
Management Bulletin 417 (8/15/12)
2013 Budgets Notification.
Management Bulletin 416 (8/2/12)
Implementation Dates of Utility Allowance Adjustments.
Management Bulletin 415 (6/11/12)
Income/Rent Limits for 2012. Home Program Rent Schedule Format.
Management Bulletin 414 (4/18/12)
2012 Section 8 Annual Adjustment Factors (AAF)
Management Bulletin 413 (4/18/12)
40th Percentile and 50th Percentile Fair Market Rents (FMR) for Fiscal Year 2012
Management Bulletin 411 (3/5/12)
Revised Compliance Submission Requirement HUD-9834 Addendum B
Management Bulletin 410 (2/24/12)
2012 IHDA Trainings in Champaign, Illinois on June 14, 2012
Management Bulletin 409 (2/24/12)
2012 IHDA Training Calendar (For Section 8 and 236 Financed Properties)
Management Bulletin 408 (2/24/12)
2012 IHDA Training Calendar (For HOME, Risk Share, AMBAC, TFB, HTF, HPP, FAF, Tax Credits and 80/20 Financed Properties)
Management Bulletin 407 (2/24/12)
Policy for Lease Guarantors at Authority Financed/Assisted Developments
Management Bulletin 406 (2/24/12)
2012 Interest Rate on Security Deposits
Management Bulletin 405 (1/17/12)
All Section 8 New Construction and Substantial Rehab On-site Managers and Managing Agents
Management Bulletin 404 (12/20/11)
Income/Rent Limits for 2012
Management Bulletin 403 (12/20/11)
E-Mail addresses for future management bulletins.
2012 Section 8 Operating Cost Adjustment Factors.
2012 Budgets.
Management Bulletin 399 (9/11/11)
EIV Notice from HUD (H 2011-21) issued August 17, 2011.
2010 Income Limit and Maximum Rent Schedules.
Clarification of HUD Utility Allowance and Rent Submission Procedures.
Training for On-site Managers/Managing Agents/Owners of Section 8 and 236 Developments & HOME, Risk Share, AMBAC, TFB, HTF, HPP, FAF, Tax Credit and 80/20 Financed Properties.
Training for On-Site Managers/Managing Agents/Owners of HOME, Risk Share, AMBAC, TFB, HTF, HPP, FAF, Tax Credits and 80/20 Financed Properties.
Training for On-Site Managers/Managing Agents/Owners of Section 8 and 236 Financed Properties.
2011 Interest Rate on Security Deposits
Income/Rent Limits for 2010 NEW Rent Schedule format
Clarification of Units for Sale and Rental Assistance Contracts.
2011 Section 8 Operating Cost Adjustment Factors (OCAF)
Terminating a Landlord Rental Assistance Contract.
Revised Tenant Selection Plan Procedures
New Procedure for Monitoring Residual Receipts Attachment -excel file
40th Percentile and 50th Percentile Fair Market Rents (FMR) for Fiscal Year 2011
2011 Budgets
Rental Assistance Contract revision and instruction.
2010 Section 8 Annual Adjustment Factors (AAF)
2010 Section 8 Operating Cost Adjustment Factors (OCAF)
2010 Interest Rate on Security Deposits
2010 Monthly Operating Reports
Over Income Households after an Interim Recertification.
Household recertification response.
Retention of Tenant Leases and Riders to Lease in Local Administering Agency and Long Term Operating Support Program development files.
2009 Maximum Gross HOME Rent Limits
Income/Rent Limits for 2009 and HERA Limits Use Redefined
Revision to the Rental Housing Support Program Compliance Manual.
2009 Income Limit and Maximum Rent Schedules.
Changes to Unit Inspection Process and Summary Reporting.
2009 Section 8 Annual Adjustment Factors (AAF)
2009 Interest Rate on Security Deposits
New Form for Move-outs – “Vacancy Notification Form”
Introduction of Management Bulletins for the Rental Housing Support Program.
Fair Market Rents (FMR) for Fiscal Year 2009
2009 Section 8 Operating Cost Adjustment Factors (OCAF)
Annual Financial Statements (Audit Report) Submission
Billing of Mortgage Insurance Premium (MIP)
Income/Rent Limits for 2008
Required Forms For the Section 8 Mod-Rehab Program
Updated Section 8 Rent Increase Procedures
Please use this form when submitting a Special Assets request.
If you have any questions, please contact Steven Gladden at 312-836-5351 or via email at sgladden@ihda.org.
Rental Housing Support (RHS) Program Re-Entry Special Demonstration Program Request for Applications
Applications for funding consideration under the Program will be taken starting June 28, 2019 and will continue until all funding is awarded. To apply for funding, please follow the instructions in this Rental Housing Support (RHS) Program Re-Entry Special Demonstration Program Request for Applications form.
For questions and comments please contact RHSP@ihda.org.
The Illinois Rental Housing Support Program (RHS) Guide
This guide provides detailed information about the Rental Housing Support Program (“RHS Program”).
RHS Market Rent Analysis Form
This form is to calculate the average rent for units in your area based on bedroom size. This form must be completed and included with your RHS application.
RHS Tenant Selection Plan Instructions
IHDA’s model Tenant Selection Plan (the “Plan”) outlines the application process that an applicant can anticipate when applying for occupancy at your Development. Management (as defined in the Plan) is responsible for carrying out all actions stated in the Plan.
RHS Tenant Selection Plan
This model Tenant Selection Plan (“Plan”) is to assist you in writing your tenant selection procedures. This Plan should outline the application process that an applicant can anticipate when applying for occupancy at your development. This plan must be completed and included with your RHS application.
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