Property Owners, Managers, & Other Partners

IHDA’s Asset Management department is responsible for ensuring effective and efficient program administration and long-term compliance for the largest portfolio of affordable multifamily rental housing in the state of Illinois. This work encompasses physical, financial, and operational compliance oversight for 1,925 properties containing 101,906 units – and growing – that utilize a variety of financial instruments including debt, equity, and operating subsidy. The Asset Management department works in partnership with property developers, owners, and managers as well as other funders, interagency groups, and stakeholders.

IHDA and its Asset Management department are excited to announce the 2021 Compliance Connection resource portal which outlines annual compliance requirements and options for our valued partners – property owners and managers. Please check out the link below to access related information and documentation including guidance on use: 

2021 Compliance Connection

Historical IHDA Multifamily Rental Project Listing

Rental Compliance BDS/CDS Secure Data Transfer System User Manual – for Owners and Agents

Rental Assistance BDS/CDS Secure Data Transfer System User Manual – for Owners and Agents

DMS Authority Online User Manual – for Owners Agents

LIHTC Manual

Affirmative Fair Housing Marketing Plan (AFHMP)

Tenant Selection Plan

Rent Schedule and Utility Allowance

Other Rental Compliance Documents 

Preparing for Financial Audit 

Reserve Request

Sending Checks for Loan Payments

Relocation Plan Guidelines and Templates

Federally Assisted Housing Preservation Act Noticing Requirements

Notice of Intent to Terminate Subsidy under Federally Assisted Housing Preservation Act

Notices

Wilshire Tower Apartments (7/30/2020)

203 Regency Drive, Bloomingdale, IL 60108

Financial Analysis

Financial Reporting and Audit Guidelines

Exhibit A – Single Year Schedule of Financial Performance (Excel)

Schedule of Expenses

Audit – Sample of Owner & Agent Certifications

IHDA Annual Budget Input Form and Instructions

Reserve Account Withdrawal Form

Reserve Request Instructions

Reserve Withdrawal Request Signature Authorization Form

Loan Servicing

W-9 Form for Direct payment or Reimbursement

Automated Clearing House (ACH) Enrollment Form for Payment Debit and Credit Including Escrow Disbursement

Portfolio Risk Management Request

Property Management Change Request

Qualified Contract Guidelines

Insurance Requirements for New IHDA Projects

Insurance Requirements for IHDA Project – Renewals

Annual Certifications

Consolidated Certificate of Compliance

Tenant Profile Compliance Report (HOME, CDBG, NHTF, NSP)

Section 8 Income Targeting – Extremely Low-Income (30%)

Section 8 HUD-9834 Addendum B

Ownership Structure Certification (Exhibit C)

Certification of Incumbency for Document Execution Authorization

HOME and NHTF Lease Rider

HOME Annual Student Certification

Rental Schedules/Worksheets-Section 8

Instructions for Rent and Utility Allowance Request

Contract Renewal Request Form

AAF Rent Comparability Study (RCS) Worksheet

AAF Rent Increase Worksheet for New Construction and Substantial Rehabilitation

Appendix 3: Sample Format for Owner’s Certification of Compliance with the Requirements of Notice

Rental Schedules/Worksheets-All Other Programs

Instructions for Rent and Utility Allowance Request

Rent and Utility Allowance Request

Utility Allowance Summary

Management Agreement Extension

Management Agreement Extension and Amendment

Tenant Management

Tenant Selection Plan – Other Programs

Tenant Selection Plan – Other Programs – Exhibits and Addendums

Tenant Selection Plan – Section 8 Programs 

Tenant Selection Plan – Section 8 Programs – Exhibits and Addendums 

Tenant Selection Plan – Section 8 Moderate Rehabilitation Developments

Affirmative Fair Housing Marketing Plan (AFHMP) Initial and Ongoing

Management Plan Requirement Guidelines

Addendum to Management Plan Average Income Test Commitments

Quarterly Occupancy and Waitlist Reporting

HUD Fair Housing Poster – English

HUD Fair Housing Poster – Spanish

Sample Wait List Form

VAWA Model Emergency Transfer Plan – PDF Version

VAWA Emergency Model Transfer Plan – Word Version

Tax Credit

Acceptable Forms of Income and Asset Verification

TC Under $5K Asset Certification

IAHTC State Tax Credit Guide

Building Data Report

Tax Credit Annual Compliance Fee Payment and Mailing Instructions

Tax Credit Lease Addendum

Certification of Student Eligibility

Rental Housing Support Program

Consolidated Certificate of Compliance

2020 Income/Rent Limits

Acceptable Forms of Verification

Definition of Income & Assets

Payment Acknowledgement

Program Guide

Proration Worksheet

Rent Schedule

Rental Assistance Contract Amendment

Rental Assistance Contract Checklist

Rental Assistance Contract

Tenant Contribution Schedule

Tenant Income Certification Form

Tenant Selection Plan

Unit Transfer

Vacancy Notification

Zero Income Affidavit

Long-Term Operating Support Program

Consolidated Certificate of Compliance

15% AMI Requirement Waiver

Amendment for Development Units

Program Guide

Rider to Lease

Tenant Income Certification

Tenant Selection Plan

Vacancy Notification

Section 811 Program

Fact Sheet

Rent Schedule Form

EIV Access Request

Special Claims Request Forms

TRACS Setup Form

Waiver Form

PRA Post RAC Memo

Statewide Referral Network

Fact Sheet

Waiver Form

2021 Income/Rent Limits

2020 Income/Rent Limits

2019 Income/Rent Limits

2018 Income/Rent Limits

2017 Income/Rent Limits

Applicant/Tenant Complaint Form

SRN Tenant Complaint Form