Program Documents

Here you will find links to all the information, forms, documents, and resources you need relating to the Housing Credit Program, including the Qualified Allocation Plan and Affordable Housing Funding Application. Applicants should review all program information and applications for a thorough understanding of Ohio's program before applying for housing credits.

2011 Tax Credit Program

The first draft of the 2011 Qualified Allocation Plan is now available for review and public comment. The comment period will end on March 14, 2010. Written responses can either be emailed to AKrauer@ohiohome.org or mailed to the address below:

Arthur G. Krauer

Coordinator, Planning and Public Policy

57 E. Main Street

Columbus, OH 43215

• 2011 QAP Draft (1.36 MB Adobe PDF File)
• 2011 QAP Information and Draft Timeline (634 KB Word File) -- revised 2/11/10

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2010 Qualified Allocation Plan

The Qualified Allocation Plan (QAP) provides information on the 2010 Housing Credit Program including minimum development requirements, competitive criteria, and underwriting criteria. Data tables are also included with the QAP to provide applicants with the necessary localized data regarding such information as median family income, qualified census tracts, and rent limits by county.

• 2010 Qualified Allocation Plan (32 MB Adobe PDF File)
• 2010 Permanent Supportive Housing Pool Application Evaluation Meeting Procedures (31 KB Adobe PDF File)
• Results of Experience and Capacity Review (100 KB Adobe PDF File)

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2010 Affordable Housing Funding Application and Forms

All applicants must use the 2010 Affordable Housing Funding Application (AHFA). The application can also be used to apply for Housing Credit Gap Financing (HCGF), the Housing Development Loan Program, Multifamily Bond Program, and Neighborhood Stabilization Program.

• 2010 Affordable Housing Funding Application (AHFA) (924 KB Excel File) -- updated 02/11/10
• Restricted Areas Memorandum (633 KB Word File)
• 2010 Ohio Green Communities Funding Announcement (45 KB Word File)

In addition to the AHFA, applicants will need to complete a variety of other certifications, studies, and forms to verify eligibility for housing credits. All applicable forms are available for download here.

• 2010 Program Forms
  • Development Features Agreement (111 KB Word File) -- now available
    (formerly known as OHFA Form 001 – Architect and Contractor Certification)
  • Form001A Reconsideration of Visitability Requirements (7.1 MB Word File)
  • Form002 Market Study Checklist (87 KB Word File)
  • Form003 Market Study Certification (32 KB Word File)
  • Form004 Certification of Consistency with Local Housing Plans (40 KB Word File)
  • Form AFHM-98 Affirmative Fair Housing Marketing Plan (701 KB Adobe PDF File)
  • Consent of Recorded Lienholder (15 KB Adobe PDF File)
• Samples and Attachments (93 KB Word File)
  • Sample 1: Inducement and Indemnity Agreement Letter
  • Instructions: Acquisition, Relocation and Demolition Section
  • Attachments 1-4

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2010 Housing Funding Training Material

In October 2009, OHFA offered training sessions that focused primarily on the 2010 Housing Credit Program. The material presented at that training is provided below for those who were unable to attend.

• Agenda (92 KB Adobe PDF File)
• Introduction (816 KB Adobe PDF File)
• QAP Review Process and Changes (1.1 MB Adobe PDF File)
• Program Compliance (91 KB Adobe PDF File)
• Site Review (479 KB Adobe PDF File)
• MP-1 Environmental Site Assessment (184 KB Adobe PDF File)
• Environmental Review (277 KB Adobe PDF File)
• Green Communities (2.3 MB Adobe PDF File)
• Universal Design (28 KB Adobe PDF File)
• Energy Efficiency (55 KB Adobe PDF File)
• Project Administration (124 KB Adobe PDF File)

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2009 Qualified Allocation Plan

• 2009 Qualified Allocation Plan (3.5 MB Adobe PDF File)
• Clarification of Requirements for Plans and Specifications (23 KB Adobe PDF File)
  (Page 31 of 2009 Qualified Allocation Plan)
• Final Experience and Capacity Review Results (17 KB Adobe PDF File)
• Restricted Areas Memorandum (31 KB Adobe PDF File)
• Competitive Evaluation Forms (126 KB Adobe PDF File)
• HERA Housing Credit Announcement (23 KB Adobe PDF File)
  Applications for HERA housing credits will be accepted beginning April 1, 2009.
• Clarification of Deadlines for Housing Credit Program (29 KB Adobe PDF File)

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Preferred Market Study Providers

OHFA is seeking experienced professionals to conduct third-party market study reports for housing funding applications. Below you can download the current Preferred Marked Study Provider List, which OHFA updates as we receive applications during the year. You can also download an application packet for becoming a preferred provider. All applications must be submitted at least 60 days prior to OHFA’s funding deadline.

• Preferred Market Study Provider Application (82 KB Word File)
• Preferred Market Study Provider List (updated February 17, 2010) (35 KB Excel File)

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Carryover Allocation/Project Completion Stage (8609 Request)

If you are requesting a carryover allocation or an 8609 Form, please complete the following forms and submit them to OHFA with your request.

• Cost Certification Forms for 2009 (167 KB Excel File)
  (For 2009 carryover allocations)
• Cost Certification Forms for 2008 (416 KB Excel File)
  (For 8609 Form requests)
• Final Energy Efficiency Certification
  (For 8609 Form requests on developments agreeing to energy efficiency features at the time of application)
  • 2007 Applicants (17 KB Adobe PDF File)
  • 2005-2006 Applicants (17 KB Adobe PDF File)
  • 2004 Applicants (43 KB Adobe PDF File)
  • External Link to National Registry of Accredited Rating Providers

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Housing Credit Reservations

• 2009 Housing Credit Results (75 KB Adobe PDF File)
• 2009 Housing Credit Awards (45 KB Excel File)
• 2009 Housing Credit Applicants (81 KB Excel File)
• Housing Credit Reservations
  
  • 2008 (52 KB Excel File)
  • 2007 (64 KB Excel File)
  • 2006 (60 KB Excel File)
  • 2005 (78 KB Excel File)
  • 2004 (62 KB Excel File)
  • 2003 (55 KB Excel File)
  • 2002 (96 KB Excel File)
  • 2001 (52 KB Excel File)
  • 2000 (43 KB Excel File)
  • 1999 (46 KB Excel File)
  • 1998 (118 KB Word File)
  • 1997 (54 KB Word File)
  • 1996 (67 KB Word File)

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Additional Resources

The following resources include additional information pertinent to the Housing Credit Program.

• IRS Notice 2008-106 (16 KB Adobe PDF File)
  In an effort to address the confusion created by the language in the Housing and Economic Recovery Act (HERA), the IRS issued Notice 2008-106 on November 13, 2008. In the Notice, the IRS concluded that the 9 percent credit rate will apply to projects during the timeframe stated in the HERA, even if a previous credit rate lock-in agreement exists. Therefore, OHFA will assign the 9 percent credit rate to all non-federally subsidized new construction or rehabilitation buildings placed in service after July 30, 2008. Owners and accountants should be aware of this IRS Notice as they prepare requests for 8609 Forms. The higher credit rate does not mean the buildings will automatically receive more housing tax credits. The credits must be allocated by OHFA through the process described in the Qualified Allocation Plan. Please note that the credit rate will revert to a floating rate for buildings placed in service after December 31, 2013.
• Market Information for the Housing Credit Program
  • Market Criteria Data Tables (34 KB Adobe PDF File)
  • 2007 Market Data Maps (244 KB Adobe PDF File)
  • Penetration Rates (20 KB Adobe PDF File)
  • Submarket Definitions (58 KB Adobe PDF File)
  • Growth Rates (23 KB Adobe PDF File)
  • Vacancy Rates (23 KB Adobe PDF File)
  • Housing Credit Pipeline 2005-2008 (39 KB Adobe PDF File)
  • Methodologies (16 KB Adobe PDF File)
• County Contacts for Accessibility Agencies (50 KB Adobe PDF File)
• List of Properties Awarded Housing Credits 1989-2006 (341 KB Excel File)
• External Links to Sites Containing 1990 Census Tract Information
  • US Census Bureau
  • Federal Financial Institutions Examination Council
• 2007 OHFA Operating Survey Summary (3.2 MB PowerPoint File)
• 2006 OHFA Operating Survey Summary (631 KB PowerPoint File)
• 2005 OHFA Operating Survey Summary (403 KB PowerPoint File)
• 2004 OHFA Operating Survey Summary (112 KB Adobe PDF File)
• 2003 OHFA Operating Survey Summary (221 KB Adobe PDF File)
• Estimating the Need: Projecting for Permanent Supportive Housing (46 KB Adobe PDF File)
• Green Communities Fact Sheet (751 KB Adobe PDF File)
• External Link to HUD Publication—Making Best Use of Your LIHTC Dollars:
  A Planning Paper for State Policy Makers (March 2004)

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