Cathy Turner, Director of State Monitoring in West Virginia
cturner@spectrumlihtc.com or (207) 767-8000 x216

Melissa Zera, Compliance Analyst
mzera@spectrumlihtc.com or (804) 372-7525

Vera Arrington, Vera Lynn Arrington Consulting & Compliance
vlynnarrington@gmail.com or (410)312-7744

Effective 1/1/2012 WVHDF has issued a new policy concerning LIHTC Physical Inspections

In order to correct findings of noncompliance noted during a physical inspection the following documentation is now required:

Occupied Units:

• Repairs must be documented by a completed work order signed by the maintenance person completing the work and the tenant living in the unit
• Copies of contracts and invoices for work completed by an outside contractor, if appropriate

Vacant Units, Common Areas and Grounds:

• Repairs must be documented by a completed work order signed by the maintenance person completing the work and the manager of the site.
• Copies of contracts and invoices for work completed by an outside contractor, if appropriate. Photos may also be requested.

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• TIC 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.

Violations of the UPCS or local inspection standards:

Please note the WVHDF has instructed that all UPCS violations must be reported to the IRS as non-compliance.  All buildings will be reported in noncompliance from the date of inspection until the date the last UPCS violation is repaired.  If not corrected, all maintenance issues will be reported in continuing noncompliance to WVHDF.  This reflects the directive from the IRS in the IRS Audit Guide.

• 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)
• West Virginia Owners Certification Form  (Word)(Pdf)
• West Virginia Letter to Owners (Pdf)
• End of year reports DUE FEBRUARY 15, 2012.
• If you have any questions please contact our office: 207-767-8000 x214 for help or clarification

• 8823 Guide (PDF)
• Chapter 5 Changes (PDF)

Required LIHTC Forms:

Tenant Income Certification Form (PDF) (Required form as of 1/1/2010)

Recommended LIHTC Tenant Forms:

• Application for Housing (PDF)
• Certification of Zero Income (PDF)
• Interview Checklist (PDF)
• Recertification Update (PDF)
• 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)
• Self Employment Affidavit (PDF)
• Social Security / SSI 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)
• Student Status Household Verification(PDF)
• Section 8 Income Verification(WORD)

• Link to the 2012 Income Limits (HERE)
• Frequently Asked Questions Memo (word)

Important Income Limit Information:

The West Virginia Housing Development Fund realizes that there were sections of the Housing and Economy recovery Act of 2008 (“‘HERA”) which will impact income limits for certain properties in West Virginia. In Summary:

1. Section 3004(f) of HERA relates to income limits for properties located in a rural portion of the country where the country’s area median income is less than the National Non-Metropolitan Median Income.
2. Section 3009 of HERA relates to income limits for certain properties defined as ‘HUD Hold Harmless Impacted Projects.”

Prior to utilizing HERA-provided income limits rather than the standard income limits published by the West Virginia Housing Development Fund (WVHDF), the owner of a property must notify the WVHDF of its intention to use such income limits.