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Oregon Housing and Community Services

LIHTC Compliance Manual
LIHTC Compliance Manual For More Information
Exhibits and References
Required Forms
Recommended Forms
Supplemental Information
Risk Share Addendum
LIHTC Compliance Manual

  Page Updated 03-05-08 
 Table of Contents  
 Cover Page  
 Complete Manual  
 
Exhibits and References

E.1 - Reservation and Extended Use Agreement
E.2 - Declaration of Land Use Restrictive Covenants
E.3 - Owner´s Certificate of Continuing Project Compliance
E.4 - IRS Form 8823 Report of Non-Compliance
E.5 - IRS Form 8609 Allocation Certification
E.6 - IRS Form 8609 Schedule A
E.7 - IRS Form 8586 Housing Credit
E.8 - File Review Form
E.9 - Income/Asset Inclusions & Exclusions (HUD 4350.3, REV-1, Exhibits 5-1 & 2)  
  E.10 Fequently Asked Questions (Coming soon)
   
 
Required Forms

  The following Required forms have been recently updated.
Please initiate the use of these OHCS- mandated forms no later than January 1, 2008.
 F.1 - Owner´s Certificate of Continuing Project Compliance
 F.2 - Tenant Income Certification (TIC) 
 F.3 - Employment Verification 
 F.4 - Student Verification 
  F.5 - Unemployed Affidavit 
 F.6 - Under $5000.00 Asset Certification 
 F.7 - Applicant/Tenant Questionnaire
 
 
 
 
 
Recommended Forms

    Forms F.10 through F.20 have been recently updated. If using these forms, please begin doing so on or prior to January 1, 2008. Should you choose to create your own forms, you must include all of the information contained within each form listed below.
 
F.8 - Compliance Checklist
F.9 - Self-Employed Income Verification
F.10 - Public Assistance Verification
F.11 - Periodic Monetary Assistance Verification
F.12 - Asset Verification
F.13 - Public Housing Authority Statement
F.14 - Child Support/Alimony Statement
F.15 - Employment Termination Verification
F.16 - Social Security Benefits Verification
F.17 - Project Summary Sheet
F.18 - Signature Authorization Form
F.19 - Affidavit of Pregnancy in Household Composition
F.20 - Estrangement-Separation Certification
F.21 - Annual Reporting Spreadsheet
 
Supplemental Information

S.1 - General Public Use Rule (1.42-15)
S.1a - General Public Use Clarification (H.R. 3221)
S.2 - Utility Allowances (1.42-10) 
S.2a - IRS Regulation Update - Utility Allowances (TD 9420) 
S.3 - Provision of Services (Tenant 1.42-11)
S.4 - Available Unit Rule (1.42-15)
S.5 - Uniform Physical Condition Standards (UPCS) (24 CFR Parts 5, et al)
S.6 - Common File Findings
  S.7 - Income Limits and Rents
S.8 - Monitoring Compliance with LIHTC Requirements (1.42-5)
S.9 - Vacant Unit Rule (IRS Rev. Ruling 2004-80 Q&A)
S.10 - Safe Harbor (Rev. Procedure 2003-82)
S.10a - Safe Harbor (Rev. Procedure 2005-37)
S.11 - Student Definition (Sec. 42(i)(3)(D))
S.11a - Student Rule Clarification (H.R. 3648)
S.11b - Student Rule Amendment (H.R. 3221)

Risk Share Addendum

Risk Share Addendum to the LIHTC Manual
Exhibits and References
Exhibit A - HUD Handbook 4590.01 Contents
Exhibit B - File Review Sheet
Exhibit C - Vacancy Report Form
Exhibit D - Vacancy Report Form Instructions
Exhibit E - IRS Form 8703
Exhibit F - Annual Compliance Certification Sample Letter
Exhibit G - Replacement Reserves - Eligible Items and Estimated Useful Life Ranges
Exhibit H - Management Review Summary
Exhibit I - HUD Form 935.2 - Affirmative Fair Housing Marketing Plan
Exhibit J - HUD Form 2350 Previous Participation Certification
Exhibit K - (2 documents) Management Plan and Agent Qualifications
 
For More Information
E-mail Heather Pate or call 503.986.0975.
 
Page updated: October 13, 2008

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