Lois Churchill, Director of Operations for State Monitoring

(207) 767-8000 x207 or lois.churchill1@gmail.com

December 16, 2011

EOY reminder

Please see the full document here.

1. WITHOUT MANAGEMENT COMPANY SOFTWARE
   • If everything worked well for you last year. You don’t need to do anything differently. Just add unit events to your existing report file and transmit it to us electronically using our software.
   • Did you have any BUILDINGS with a Placed In Service Date in 2011? If yes, you will find the current version of the software will not allow you to input a 2011 PISD. You can either leave the PISD BLANK (that’s ok) or download version 3.5.2. It will be available the second week of January.

 

2. WITH MANAGEMENT COMPANY SOFTWARE

   • The XML Standard use by management system software vendors (e.g. Yard, Real and Boston Post) to generate an XML file that can be imported into the Spectrum EOY report file has been upgraded to accommodate the HUD Demographic Data Collection mandate. It has gone from version 1.1 to version 2.0.

     The current version 3.5.1 of the Spectrum software will not import XML version 2.0 files though it is expected that management systems will continue to support XML version 1.1. We don’t have information on how the different XML versions will be presented in your management software so we can’t advise you on their processes.

     The version 3.5.2 upgrade to the Spectrum EOY software will seamlessly accommodate both version 1.1 as well as the newer 2.0 version of the software. While upgrading is not a requirement as long as you continue to generate version 1.1 XML files, we recommend you download version 3.5.2 if you’ll be using the XML import feature. With version 3.5.2 you won’t need to worry about which version of the XML standard your management software uses.

Past News

The Section 8 Income verification form has been revised and now may be used in most housing programs at annual certification. (4/10)

• Memo determining and Verifying Income Eligibility (PDF)
• Section 8 Income Verification Form (PDF)

With passage of the HR 3221, HUD is required to gather demographic information for LIHTC properties. It is optional on tenants’ part but management must make a ‘best guess’ if not provided. Please begin using this TIC immediately.

• Updated TIC Form (PDF)

• Spectrum Status Software XML (Version 3.5.2)

  All versions up to and including 3.5.1 have an issue with entering dates in 2011 for the Building Placed in Service date and the Reporting Period (From and To) on the Property screen. If you are currently using version 3.5.1 you don’t need to download 3.5.2. It’s OK to leave the Building Placed in Service date BLANK and leave the Reporting Period set to last year. Please read the End of Year Instructions (below) for complete details especially if you’re using the XML import feature.

• End of Year Instructions (02-16-12) (please read first)
• EOY 2011 Letter to Owners (Send December 2, 2011) (WORD)
• EOY 2011 Owner Report (WORD) (PDF)
• LIHTC Qualified Basis Tracking Sheet (QBTS) (WORD)

• 2011 Letter to Owners RHTF (Sent December 2, 2011)(WORD)
• 2011 Owner Certification RHTF (WORD) (PDF)
• RHTF Status Report(updated 4/27/11) (EXCEL)
• RHTF Status Report Instructions (PDF)

IRS 8823 Audit Guide (Revised April 2011) (PDF)

HUD 4350.3 REV-1 Change 3 (August 2009) (PDF)

Revised Chapter 5 (PDF)

IRS Notice 2009-44 (PDF)

Memo to Owners/Managers- LIHTC Changes in Annual Certification Procedures (PDF)

HHFDC LIHTC Self-certification of Annual Income Form (PDF)

IRS Final Utility Allowance Regulations (Effective July 29, 2008) (PDF)

• Section1: The Manual Sections (1-7) (PDF)
• Section2: The Appendixes section (8-28) (PDF)

• 2011-2012 QAP
• 2009-2010 QAP
• 2007-2008 QAP

Required LIHTC Tenant Forms:

• Application for Housing (PDF)
• Certification of Zero Income (PDF)
• Interview Checklist (PDF)
• Recertification Update (PDF)
• Tenant Income Certification/RAP Worksheet/LIHTC Self-Cert Form(EXCEL)
• Tenant Income Certification Instructions (PDF)

Recommended LIHTC Forms:

• Annuity Verification (PDF)
• Asset Income Verification (PDF)
• Authorization to Release Information (PDF)
• Certification Worksheet (PDF)
• Child Support or Alimony Verification (PDF)
• Employment Income Verification (PDF)
• Financial Aid Affidavit (PDF)
• Investment Verification (PDF)
• Life Insurance Verification (PDF)
• No Change In Income Statement (PDF)
• Pension Verification (PDF)
• Public Assistance TANF Verification (PDF)
• Real Estate Asset Worksheet (PDF)
• Real Estate Verification (PDF)
• Section 8 Income Verification (PDF)
• Self Employment Affidavit (PDF)
• Self-Certification of Annual Income HHFDC (PDF)
• Social Security / SSI Verification (PDF)
• Student Status Household Verification (PDF)
• Student Status Household Verification Additional Use (PDF)
• Student Verification (PDF)
• Telephone Verification (PDF)
• Unable to Obtain Third Party Verification (PDF)
• Unemployed Status Affidavit (PDF)
• Unemployment Verification (PDF)
• Verification of Terminated Employment (PDF)
• Veteran’s Pension Verification (PDF)

Required HOME and NSP Forms

HOME-NSP Rental Compliance Report

Required RAP Forms

• Certification and Application for RAP (EXCEL)
• RAP Certification of Eligibility (WORD) (PDF)
• RAP Funds Authorization (WORD)
• RAP TIC Worksheet (PDF)

Income Limits

• HHFDC 2012 Income Limits Guide Only!
• HHFDC 2011 Income Limits Guide Only!
• 2010 Hawaii Income Limits
• 2009 Hawaii Income Limits
• 2008 Hawaii Income Limits
• 2007 Hawaii Income Limits

Monitoring Survey