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Find the documents behind Rely’s affordable housing research. Search agency manuals, regulations and published schedules, then open the original source.
883 matching sources · 883 indexed · page 3 of 30
A source check records retrieval, not legal review. An older publication may still govern. Superseded documents are labeled and listed last.
AHFA-linked HUD-5382 VAWA certification form
Publisher: U.S. Department of Housing and Urban Development; linked by AHFA
Alabama · Published date not recorded · Last fetched 2026-09-08 · 1 linked current rules
HUD form distributed through AHFA’s compliance page. Page 1 explains optional documentation routes; distributing a form does not require universal victim-status disclosure. OMB expiration is not a legal effective date.
Instructions for Completing Tenant Income Certification (2024), linked by AHFA under HOTMA
Publisher: Alabama Housing Finance Authority (AHFA)
Alabama · Published date not recorded · Last fetched 2026-09-08 · 1 linked current rules
Retrieved 2026-09-08 from the AHFA compliance page HOTMA section. Page 4 distinguishes required adult signatures from recommended move-in timing. The page also links a separate general income-verification TIC. This review does not certify all calculations, acquisition/rehabilitation instructions or current applicability of every section.
Alaska Housing Finance Corporation, Internal Audit Department, Affordable Housing Compliance Reference Manual (LIHTC, HOME, SCHDF), July 1, 2011
Publisher: Alaska Housing Finance Corporation (AHFC), Internal Audit Department
Alaska · Published 2011-07-01 · Last fetched 2026-09-06 · 4 linked current rules
Complete manual, 750,827 bytes, sha256 635f255a8f1e347f8db4b286525a846ceff08daeda63910bfd46931eb7c7e444. This is the ONLY compliance manual edition AHFC publishes - it is served in sections from the Internal Audit Department's 'Affordable Housing Compliance Reference Manual' library page, every section footer dated 07/11. Old but current, in the NIFA-Nebraska sense. Sections 1.5 (LIHTC Compliance & Monitoring After Year 15) and 4.1 (LIHTC Exceptions & Deviations) read 'Section Currently Under Construction' fifteen years on. Its inspection references (UPCS, Section VI) are superseded in practice by the QAP's NSPIRE election and its recertification forms (Policy #09/07, TC-0003R) by the 3/14/2023 IAD memo - both conflicts are recorded on the affected rules. Cited here for the annual administrative response package (sec. 1.1, 16 items) and the annual-review-every-year cadence, which no later document contradicts.
Alaska Housing Finance Corporation, Annual Student Certification, VF-0033, February 2022
Publisher: Alaska Housing Finance Corporation (AHFC)
Alaska · Published date not recorded · Last fetched 2026-09-08 · 1 linked current rules
Linked by the AHFC General Program Forms page as Annual Student Certification (ALL Programs), dated March 2, 2022; the form footer says February 2022. The form instructs each adult household member to complete it and separates LIHTC questions from HOME/NHTF/NSP questions. Do not use its checkboxes as a complete statement of federal eligibility: the married-student checkbox refers to filing a joint return, and the other-program section says over age 24. These require reconciliation with governing authority. The LIHTC question uses five calendar months, not more than five. Retrieved PDF SHA-256: d393378f99b5a6688c8d6f9b6249a1cf3fc1819cf13023d181f1e381f7f0d246 Age-boundary cross-check: the official April 1, 2025 CFR edition, 24 CFR 5.612(b), uses under 24, so exactly 24 does not satisfy that age condition. This differs from the form’s over-24 checkbox. Confirm the governing program’s adoption of the student restriction and current agency instructions; do not apply the form’s combined HOME/NHTF/NSP section as a universal eligibility test. Official comparison: https://www.govinfo.gov/content/pkg/CFR-2025-title24-vol1/pdf/CFR-2025-title24-vol1-sec5-612.pdf . The current eCFR endpoint could not be retrieved in this check; the cited comparison is edition-specific.
Alaska Housing Finance Corporation, Internal Audit Department, 'Change of Development Contact Information' form (posted to the compliance-audit page beside the January 2024 Property Management Portal materials)
Publisher: Alaska Housing Finance Corporation (AHFC), Internal Audit Department
Alaska · Published date not recorded · Last fetched 2026-09-06 · 1 linked current rules
1 page, 231,728 bytes, sha256 96c47f59798378dcb306f1de954c8bb5ff0c214c4a5e6710dc699630b1954e8a. Posted on AHFC's Internal Audit Department page as 'Change In Management Contact.pdf'. The form's own instruction line is the operative text: 'This form is to be used anytime there is a change in Property Management Company, Property Manager or Compliance Manager / Specialist responsible for the development. Property Management Company changes must be submitted by the Owner.' Completed forms are e-mailed directly to AHFC's Compliance Officer. Undated and unnumbered. Its presence on the agency website establishes availability, not that no replacement or additional instruction exists. Confirm the current submission instructions with AHFC.
Alaska Housing Finance Corporation, GOAL Program (Greater Opportunities for Affordable Living) Rating and Award Criteria Plan (Qualified Allocation Plan), Version June 24, 2026
Publisher: Alaska Housing Finance Corporation (AHFC)
Alaska · Published 2026-06-24 · Last fetched 2026-09-06 · 9 linked current rules
51 pages, 679,069 bytes, sha256 c24837a86cc87cd11a85a9c4ce6d111ff50ae2d8d43e653a1004917029658581. Established as current from AHFC's own LIHTC program page, where it is the single 'Qualified Allocation Plan' link; the cover reads 'Version June 24, 2026' and the PDF creation date matches. It postdates the SFY 2027 GOAL public-comment window (comments due 2026-05-15). Novoco mirrors an August 2025 printing that should not be used. This QAP carries the whole Compliance Monitoring Plan for LIHTC Projects (pp. 44-51): the five-year safe harbor, the annual review schedule (G), NSPIRE inspections (H), the 30-day correction period and 24-hour health-and-safety cure (L), the 45-day IRS notification (M), and the monitoring fee schedule (N) - plus the $50,000 Project Review and Allocation Fee (p. 43), the utility allowance restrictions (pp. 42-43), and the Extended Low-Income Project Use scoring item with its qualified-contract forfeiture (p. 26). The GOAL plan covers LIHTC, HOME, NHTF and SCHDF in a single document.
Alaska Housing Finance Corporation, Internal Audit Department, memo to LIHTC Development Owners/Managers, 'Subject: 100% LIHTC Annual Recertification Policy', March 14, 2023
Publisher: Alaska Housing Finance Corporation (AHFC), Internal Audit Department
Alaska · Published 2023-03-14 · Last fetched 2026-09-06 · 1 linked current rules
2 pages, 252,881 bytes, sha256 7f37a65b2455c20bdc5b39cd279519bd87ad4c4ff13d5bcc7215c1e27c364fbd. Posted on AHFC's Internal Audit Department page as 'LIHTC Annual Recertification Requirements' (also served at /application/files/2716/7881/0708/LIHTC_Annual_Recertification_Requirements.pdf). Supersedes the July 1, 2009 100% LIHTC Property Recertification Waiver Policy (#09/07) that the 2011 reference manual still lists: 'effective immediately annual recertifications will no longer be required for 100% LIHTC developments monitored under AHFC's GOAL Program', INCLUDING the first-year recertification most agencies retained. Annual student status verification within 120 days of the move-in anniversary survives.
Alaska Housing Finance Corporation, Internal Audit Department, memo to GOAL Developers, Owners and Managers, 'Subject: Compliance Program Alignment', April 12, 2024
Publisher: Alaska Housing Finance Corporation (AHFC), Internal Audit Department
Alaska · Published 2024-04-12 · Last fetched 2026-09-06 · 1 linked current rules
2 pages, 105,316 bytes, sha256 1371461d09a45e668820bb01cbe7814b5534bb40a0a08bb72381552b6c376468. Aligns verification method across GOAL programs: two months of source documentation now accepted for all programs (LIHTC previously required third-party verification), EXCEPT that third-party verification remains required in addition to source documents for Native Dividends and child support 'due to the sporadic nature the income'. Also moves income calculation to averaging (gross average annualized), and drops the requirement to anticipate income not currently received absent a current verifiable job offer - seasonal workers anticipate from tax returns or pay history.
Alaska Housing Finance Corporation, Internal Audit Department, memo to GOAL Developers, Owners and Managers, 'Subject: HOTMA Policies and Implementation', April 12, 2024
Publisher: Alaska Housing Finance Corporation (AHFC), Internal Audit Department
Alaska · Published 2024-04-12 · Last fetched 2026-09-06 · 1 linked current rules
2 pages, 260,850 bytes, sha256 7cc26e1f7e00136d61e6fb25559702cf0ebaf3726e67d18defced96f0589354c. AHFC's HOTMA implementation notice for all GOAL-funded programs: implementation required no later than September 1, 2024, with no noncompliance identified until January 1, 2025. Lists the income changes (child support, seasonal/self-employment look-back, gift income, veteran's aid and attendance) and asset changes ($50,000 imputed-asset threshold, retirement and educational account exclusions) AHFC judges most impactful, and points to updated verification/certification forms on the compliance reference manual page.
Alaska Housing Finance Corporation, Internal Audit Department, memo to LIHTC/HOME/SCHDF/NSP and NHTF Development Owners/Managers, 'Subject: Utility Allowance Guidance', February 4, 2022
Publisher: Alaska Housing Finance Corporation (AHFC), Internal Audit Department
Alaska · Published 2022-02-04 · Last fetched 2026-09-06 · 1 linked current rules
5 pages, 198,370 bytes, sha256 f96594f1dde457fa507f79d61fcc52d71d060c1606fdbbfc8a24b3221448c1d5. AHFC's operative utility-allowance policy, one of the few standalone state UA policy documents in this corpus. Program-by-program source tables, the four LIHTC methods, and three Alaska-specific mechanics encoded here: the PHA UA's effective date is the date AHFC publishes it on its own website, NOT the date in the corner of Form HUD-52667; the new UA must hit gross rents on the first day of the month following the 90-day notice period ('no sooner or later'); and the Multifamily Housing Utility Analysis - which 1.42-10 assigns to the agency - is delegated to the owner but effective only on AHFC's written approval.
Ala. Code § 24-8-4
Publisher: Alabama Legislature
Alabama · Published 2024-01-01 · Last fetched 2026-09-07 · 1 linked current rules
Subsections (1) and (2) omit handicap while subsection (3) includes it -- a drafting asymmetry an operator reading only the refusal provision would miss.
Alabama Housing Finance Authority, Compliance Manual for AHFA Multifamily Funding Sources (Revised 11-17-25)
Publisher: Alabama Housing Finance Authority (AHFA)
Alabama · Published 2025-11-17 · Last fetched 2026-09-06 · 23 linked current rules
117 pages, 712,066 bytes, sha256 900b5cdb74186de59ed96b04cfdb0ae5300e4b4525a312d7a5ca28d3fd7d49f3. Fetched with plain curl and a standard browser User-Agent from AHFA's own DigitalOcean Spaces CDN; no bot wall. (The Novogradac mirror of the prior 2025 printing, novoco.com/public-media/documents/alabama-lihtc-compliance-manual-2025.pdf, returns HTTP 403 to automated fetch and was not used.) Every interior page carries the footer 'Revised 11-17-25'; PDF metadata shows CreationDate/ModDate 2025-11-14, Creator 'Acrobat PDFMaker 25 for Word', Author 'MFAUD1' -- i.e. the file was produced three days before the stamped revision date, so the interior footer is treated as the content date. Corroborated by AHFA's compliance page, which lists a 'Compliance Update: Compliance Manual Updates -- 21 November 2025'. This is a COMBINED manual: Chapters 1-4 Housing Credit, Chapter 5 Multifamily Housing Revenue Bonds, Chapter 6 HOME, Chapter 7 Special Needs Set-Aside, Chapter 8 AHFA Online Data Management System, Chapter 9 National Housing Trust Fund; its own Introduction states that where funding sources are combined 'the more restrictive regulations will apply'. Linked from https://www.ahfa.com/programs/rental-housing/compliance (the older /multifamily/compliance/compliance-manual path now 404s after a site migration).
Alaska Stat. § 18.80.240
Publisher: Alaska Legislature
Alaska · Published date not recorded · Last fetched 2026-09-08 · 1 linked current rules
The commission’s 2019 compilation includes the protected characteristics and statutory housing-class exception in § 18.80.240(1)–(2). Retrieval does not establish that the exception applies to a particular property or verify subsequent legal developments. The legislature’s current statute endpoint returned HTTP 403 on 2026-09-08. Previous source metadata named a reported 1993 publisher printing while assigning an unsupported 2024-01-01 publication date; the unsupported publication date is now unset.
Amended and Restated Unified Housing Policy of the City of Minneapolis, effective April 1, 2025, 18 pp. Originally approved by City Council June 18, 2004, Resolution 2004R-260.
Publisher: City of Minneapolis (City Council), administered by CPED
Minneapolis, MN · Published 2025-04-01 · Last fetched 2026-09-06 · 2 linked current rules
18 pages, 330,219 bytes, sha256 358cb44919c48b66c0b3dc5cb14c37a4ea35b75d05916a67b121a7c11d8ec985, fetched 2026-08-29. FOUR DIFFERENT DATES ATTACH TO THIS DOCUMENT AND ONLY TWO ARE ON ITS FACE. The cover line reads 'AMENDED AND RESTATED UNIFIED HOUSING POLICY OF THE CITY OF MINNEAPOLIS (effective April 1, 2025)'; every page footer prints 'Last Updated 01/24/2025'; the City policy page says 'Last revised March 7, 2025, Council Action 2025A-0179'; and the documents page says 'Last updated on February 19, 2025'. The corpus takes the cover's stated effective date, 1 April 2025, because it is the only date the document gives as an EFFECTIVE date. The PDF CreationDate is 28 March 2025. Sections used: Section III opening (the 20-unit trigger, the exemptions for college and university housing and for sites already 20 percent affordable at 60 percent AMI through a section 8 HAP contract, section 42(g) credits, or recorded government rent and income restrictions; the delayed phase-in exempting rental projects of 20-49 units and all for-sale projects 'until further notice'; the non-residential conversion exemption for complete land use applications before 1 October 2029; the CPED Director's power to issue administrative compliance manuals; and the 18-month plus 3-5 year Council review cycle, pp. 5-6); Section III(A)(1) (the four on-site rental options -- 8% at 60% AMI, 7% at 50%, 4% at 30%, or 20% at 50% with Revenue Loss Offset Assistance and Low Income Rental Classification eligibility; the 20-year and 30-year minimum affordability periods; the Student Eligible Housing per-bedroom rent at 60 percent of the efficiency rent; the scaling table exempting the first 15 units in unassisted buildings of 20-85 units; fractional units; the no-net-loss rule for demolition of units 50 or more years old in projects of 100+ units; and per-bedroom counting for student eligible housing, pp. 7-8).
42 U.S.C. 12101 et seq.
Publisher: United States Congress
United States · Published date not recorded · Last fetched 2026-09-06 · 1 linked current rules
Fetched 2026-08-27; page text confirmed to open '§12101. Findings and purpose'.
City of Chicago, Affordable Requirements Ordinance site, For Property Managers and Leasing Agents: Annual Owner Certification
Publisher: City of Chicago Department of Housing (DOH)
Chicago, IL · Published date not recorded · Last fetched 2026-09-06 · 1 linked current rules
Retrieved 2026-08-24. The only source located for three operational facts the ARO Rules do not state: (1) DOH's Long-Term Monitoring division issues an 'Affordability Commencement Letter' once it has confirmed that all required ARO units designated in the Inclusionary/Affordable Housing Agreement have been initially leased, and that letter marks the start of the 30-year affordability period; (2) the Annual Owner Certification is required only during that 30-year period, not before it begins; (3) an assigned auditor notifies the owner or agent by email with the AOC packet and 'specifying the due date for the AOC report', which is what makes the June 30 / July 3 discrepancy hard to resolve from published material. The page also restates the six-month leasing deadline from ARO Rules Article 10.9 and cross-references Article 10.6. Web page with no version marker; hash not recorded because the page is templated and carries site-wide furniture that changes independently of the content.
A.R.S. § 41-1491.14
Publisher: Arizona Legislature
Arizona · Published 2024-01-01 · Last fetched 2026-09-07 · 1 linked current rules
Subsection A lists race, color, religion, sex, familial status and national origin and does not name disability; Arizona handles disability discrimination in a separate section.
Arlington County Zoning Ordinance 15.5.8 (Affordable dwelling units for increased density within General Land Use Plan) and 15.5.9 (Affordable dwelling units for height and density above General Land Use Plan). Adopted under Code of Virginia 15.2-735.1.
Publisher: Arlington County Board
Arlington County, VA · Published date not recorded · Last fetched 2026-09-06 · 6 linked current rules
409 pages, 12,450,924 bytes, sha256 a8c149d9771dd4ed68b6a92c59b5d7fc0cefaf2d0f77fad8fde62a8efd0ab24e, fetched 2026-08-30. The effective date is off the document's own running footer. Sections 15.5.8 (A applicability at 1.0 FAR, B exemption below 1.0 FAR, C the four compliance options at 5/7.5/10 percent of GFA above 1.0 FAR or a tiered cash contribution at $1.50/$4.00/$8.00 per square foot indexed to the Washington-Baltimore housing CPI, D County Manager approval and executed documents before the first certificate of occupancy with a 30-day action window, E Housing Commission review of off-site deviations, F County Board substitution for competing public priorities, G the 30-year term at 60 percent of area median and minimum habitability standards, H additional requirements on a General Land Use Plan change, I replacement of eliminated affordable housing, J conflicts) and 15.5.9 (A.2 the low or moderate income housing plan contents, A.3 height modification, A.4 the minimum 30-year guarantee or such other period as the County Board approves, A.5 on-site, off-site or in-lieu tax relief and rent supplement payments) were read in full. Sections 15.5.8.C.3 contains an uncorrected cross-reference to 'subsections 14.6.1.C.1 and 14.6.1.C.2' where the surrounding text is 15.5.8.C.1 and C.2. THE COUNTY'S OWN MAY 2025 BRIEFING RESTATES 15.5.8 A THROUGH I IN THE SAME STRUCTURE AND WITH THE SAME AFFORDABILITY TERMS, which is good evidence the substance survived, but the two disagree on the cash contribution tier structure -- the 2019 text has an open-ended 'above 3.0 F.A.R.' tier and the briefing shows '3.0 - 5.0 FAR'.
Affirmative Fair Housing Marketing and Tenant Screening Plan Rules, updated December 15, 2022, signed December 9, 2022, adopted under the authority of Section 2-44-085 of the Municipal Code of Chicago
Publisher: City of Chicago Department of Housing (DOH)
Chicago, IL · Published 2022-12-15 · Last fetched 2026-09-06 · 2 linked current rules
25 pages, 560,534 bytes, sha256 3811899050ef821f5001cd7e4f736e093df17ba98074c3aa030022ab2d8cc8f1, fetched 2026-08-24. Signed by Commissioner Marisa Novara, 'These rules will go into full effect on December 9, 2022, and will apply to any residential housing project subject to the ARO, regardless of which version of the ARO applies to the project.' Sections used: 2.1 (ARO tenant application and selection process, including DOH's 40% rent-to-income ratio requirement and the 10-business-day / 1-business-day / 7-business-day / 10-business-day clocks); 2.2 (fee caps -- no application fee beyond a reasonable credit report fee, move-in fees and security deposits capped at 30% of monthly rent); 2.4 (family-size unit preference, six weeks, with the residents-per-unit-type table); 2.5 (accessible unit preference at 10%, a separate six-week marketing period, and the transfer obligation); 2.6 (Tenant Income Certification per HUD Handbook 4350.3 REV-1 Change 4 Chapter 5, required documentation, notarized self-certification only for unverifiable income); 2.7-2.8 (reasons for denial by DOH and the appeal process); 2.9-2.10 (credit and criminal history individualized review, Cook County Just Housing Amendment); 2.11 (source of income / rental subsidies); 2.13 (student status); 2.15 (penalties, including $500 per unit per day for failure to lease in accordance with the ARO); Exhibit A (Affirmative Fair Housing Marketing Plan, the Attestation of Compliance with Marketing Requirements, and the Record Keeping Standards); Exhibits B-E (reasonable accommodation, credit review criteria, criminal history review criteria, and the denial appeal form). NOT visibly reissued since the ARO Rules were updated in February 2024; where the two overlap neither expressly supersedes the other.
City of Chicago Department of Housing, Construction and Compliance, Long-Term Monitoring Division, 2025 AOC Submission Checklist, coverage of compliance period 1/1/2024 - 12/31/2024
Publisher: City of Chicago Department of Housing (DOH), Bureau of Construction and Compliance, Long-Term Monitoring Division
Chicago, IL · Published 2025-01-01 · Last fetched 2026-09-06 · 1 linked current rules
sha256 1962d5c76c8bb26c163c50af7472aa3754ed4fc507f14646fc38f577041c27d2, fetched 2026-08-24. The form is the ARO-only variant (a separate variant exists as an exhibit to the Inclusionary Housing Agreement for units held by an authorized agency, per ARO Rules Article 6.1; that variant was not located as a published document). Content: Section A owner information and any direct or indirect change in ownership or control since the Agreement or the most recent certification; Section B affordable units and new tenant information, including the tenant utility-responsibility checkboxes and a per-unit table of tenant name, unit number, bedrooms, unit AMI percentage, monthly rent and non-optional charges, with copies of the first and last pages of each lease; Section C indemnification; execution by the Owner and notarization. The 'published' date is an approximation: the form carries a compliance year (2024) and a stated return date (July 3, 2025) but no issue date. NOTE the discrepancy this creates -- ARO Rules Article 10.6 and DOH's ARO webpage both say June 30, while this form for the 2025 cycle says July 3, 2025.
American Samoa Power Authority (Ryan Tuato'o, Customer Service Manager) to Jason Betham, President, Development Bank of American Samoa, 'Utility Allowance for 1602 Housing', October 1, 2013
Publisher: American Samoa Power Authority (ASPA), adopted and published by DBAS
American Samoa · Published 2013-10-01 · Last fetched 2026-09-06 · 1 linked current rules
2 pages, 1,098,108 bytes, sha256 fd33d9799176fef2998ef4ab347f7580b46175083ebbf621c7eeb14625f29a81. A utility-company engineering letter that DBAS links from the Section 1602 project-owners page as the Utility Allowance Letter - i.e., the local-utility-estimate method with the schedule embedded. Based on an ASPA/DBAS survey of 16 units (studio to 4BR). Table 1: fixed monthly residential service charges as of the 7/22/2013 bill (electric $6.00, water $14.62, groundwater protection $16.75, solid waste $8.64 = $46.01). Table 2: total monthly utility allowance by bedroom count - $109.28 (0BR), $136.15 (1BR), $161.86 (2BR), $180.17 (3BR), $198.49 (4BR) - built on standard appliances (refrigerator, electric stove, fans, lights, TV); washers, dryers, water heaters and air conditioning are excluded and 'any extra cost to run these units should be the sole responsibility of tenant beyond the utility allowance'; gas stoves are estimated 30% cheaper than the electric-stove assumption, with gas cylinders the tenant's responsibility; ASPA's 'Pause Fee' meter-hold program is extended to 1602 participants for vacant units. No later utility allowance was located anywhere on dbas.as or spectrumlihtc.com on 2026-08-25 - a 13-year-old schedule served as current, recorded as an open question.
AH 267 (October 2004, reprinted January 2015)
Publisher: California State Board of Equalization
California · Published 2004-10-19 · Last fetched 2026-09-06 · 0 linked current rules
Known divergence from current law, recorded rather than resolved: AH 267 page 80 directs that the exempt 'percentage of value' be 'calculated by dividing the square footage of the exempt units by the total square footage of the structure', whereas section 214(g)(1), Rule 140(d) and BOE-267-L section 4C all compute it from the NUMBER of units. BOE-267-L's own instructions attribute the change to a section 214(g)(1) amendment effective January 1, 2015. AH 267 also directs that BOE-267-L be completed by the nonprofit managing general partner rather than by the limited partnership, which Rule 140.2 and BOE-267-L1 have since displaced.
Hawaii Housing Finance and Development Corporation, Asset Self-Certification (NCSHA model form)
Publisher: Hawaii Housing Finance and Development Corporation (HHFDC), through Spectrum Seminars, Inc. (dba SPECTRUM Enterprises) as Compliance Monitoring Consultant and Authorized Delegate
Hawaii · Published date not recorded · Last fetched 2026-09-06 · 1 linked current rules
2 pages, 376,602 bytes, sha256 24a78c8ab251bfb38e2e579f4801bd91c50f54baf5b50c3cc5cafb6d17a6904c. Fetched 2026-08-28 with plain curl and a standard desktop Chrome User-Agent; HTTP 200, no bot wall. Located from the state document library the agency's own manual designates -- HHFDC's LIHTC Compliance Manual, Section 6, states "All required forms can be downloaded from the SPECTRUM website at www.spectrumlihtc.com"; the forms sit on https://spectrumlihtc.com/state-monitoring/hawaii/, whose Required Forms and Document Library tables are how the current edition was established. `published` IS NULL AND THAT IS THE POINT: the FILENAME says "8-2025" and the document prints no date anywhere. Recording August 2025 would have been the URL-dating error this corpus has shipped three times, so the filename is not used. The form is the post-HOTMA NCSHA model: it separates non-necessary personal property from real property, asks for federal tax returns or refundable credits received in the last twelve months, and lists cryptocurrency and internet-based balances (Cash App, Venmo, PayPal, crowdfunding). Its heading names the test without a figure: "For households whose combined net assets do not exceed the applicable Imputed Income Limitation." It appears under this name on neither the manual's required list (Section 6.A) nor its recommended list (Section 6.C). Cited by hi.lihtc.asset_treatment.self_certification_instruments_in_conflict.
12 U.S.C. 1715z-1a
Publisher: United States Congress
United States · Published date not recorded · Last fetched 2026-09-06 · 1 linked current rules
The Flexible Subsidy is the operating-assistance and capital-improvement programme that Section 236 rules keep pointing at: 12 U.S.C. 1715z-1(f)(3) directs the excess-income reserve to 'the purposes of section 201 of the Housing and Community Development Amendments of 1978', which is this section. Eligibility at (c)(1)(A) expressly names section 236 projects, and section 202 direct loan projects more than 15 years old. The binding condition at (d)(1) is that the owner 'has agreed to maintain the low- and moderate-income character of such project for a period at least equal to the remaining term of the project mortgage'. Note that (f)(3) of section 236 forbids payments from the reserve for any fiscal year beginning after 30 September 1994 absent an appropriation, so the fund's status in any given year is an appropriations fact, not a statutory one.
26 CFR 1.42-15
Publisher: U.S. Department of the Treasury
United States · Published date not recorded · Last fetched 2026-09-06 · 1 linked current rules
26 CFR 1.42-19
Publisher: U.S. Department of the Treasury
United States · Published 2022-10-12 · Last fetched 2026-09-06 · 1 linked current rules
Final average income test regulations (TD 9967), including the mitigating-action and qualified-group-of-units framework.
Baltimore City Code, Art. 13, Subtitle 2B, Sections 2B-1 to 2B-53, as enacted by Ordinance 24-308 (City Council Bill 22-0195), operational 21 July 2024; originally enacted by Ordinance 07-474
Publisher: Mayor and City Council of Baltimore
Baltimore, MD · Published date not recorded · Last fetched 2026-09-06 · 12 linked current rules
Read in full for the Baltimore City overlay, all six Parts. Provisions used: Part I definitions -- 2B-1(d) Developer, (g) Housing funds, (h) Major public subsidy with its six inclusions, (l) Residential project, (m) Significant land use authorization; 2B-2(b) the four affordable housing cost formulas, (c) Affordable unit, (d) AMI, (e) Eligible household, (f)/(h)/(j)/(k) the four income bands, (g) Housing cost; 2B-3 rules and regulations. Part II -- 2B-11 to 2B-17, the ten-member Inclusionary Housing Board, and 2B-16 the Commissioner's 31 December annual report. Part III -- 2B-21 the four-part applicability test, the two 5% set-asides, the additional-subsidy provision and the exclusions; 2B-22 the inclusionary housing plan and affirmative marketing; 2B-23 fair housing; 2B-24 the project annual report including the independent accountant requirement. Part IV -- 2B-31 comparable design, 2B-32 placement, 2B-33 affordable unit count and the penthouse exclusion, 2B-36 management, 2B-37 master leasing; 2B-34 and 2B-35 are REPEALED. Part V -- 2B-41 the 30-year affordability period, the master lease notice, the lease and sublease restriction, the affordability variance and the owner's maintenance duty. Part VI -- 2B-51 BMZA appeals, 2B-52 judicial review, 2B-53 the $1,000 penalty. A DRAFTING DEFECT IS RECORDED RATHER THAN CORRECTED: Sections 2B-2(b)(3) and (b)(4) each define a band as 'greater than X but not more than X', an empty interval, at 60% and 80% of AMI respectively. The DHCD draft Program Manual reproduces the same list with lower bounds of 30% and 50%. Both figures are carried on the rent rule.
Baltimore City Code, Art. 28, Sec. 10-18.2, granted in accordance with Md. Tax-Property Article Sec. 9-242
Publisher: Mayor and City Council of Baltimore
Baltimore, MD · Published date not recorded · Last fetched 2026-09-06 · 1 linked current rules
Section 10-18.2 read in full. Subsections used: (a) definitions, including 'newly constructed or converted' requiring a first occupancy permit after 1 January 2024 and cost above $60,000 per rental unit, and 'market-rate rental housing project' meaning a multifamily dwelling of 20 or more rental units in which no unit is subject to governmental rent or income restrictions except as required by Art. 13 Subtitle 2B; (c)(1)(ii) the credit equals the actual difference between market rent and the affordable rent for each affordable unit in the months it was rented; (c)(2)-(3) the credit commences with the first full year tax bill after a complete application, the accounting year is the calendar year, and the accounting is due to the Department of Finance by 15 January; (d) deduction from the next July bill; (e) credit limits; (f) eligibility requirements including the application fee set by the Board of Estimates and the NEW OWNER'S OBLIGATION TO FILE TO CONTINUE THE CREDIT ON A TRANSFER; (g) ineligibility where more than 20% of units are set aside at 60% AMI or below; (h) the 30-year period, full transferability, and termination on loss of the high-performance rating or failure to provide the required affordable units; (i) continuing eligibility; (j) tax subsidy duplication allowed. Subsection (h)(2) is ungrammatical as codified -- 'before a period of 30 years for each property, starting with ...' -- and appears to be missing a verb. Md. Tax-Property Article Sec. 9-242, which supplies the 'high-performance' definition and the outer eligibility constraints, was NOT read this pass.
Declaration of Applicability of Inclusionary Housing Requirements, by a Declarant in favour of the Mayor and City Council of Baltimore acting through the Department of Housing and Community Development, DHCD template revised 11/2025
Publisher: Baltimore City Department of Housing and Community Development
Baltimore, MD · Published 2025-11-20 · Last fetched 2026-09-06 · 1 linked current rules
A BLANK TEMPLATE, not an executed instrument. Four operative paragraphs plus an Explanatory Statement, notarial blocks for the Declarant and for the Housing Commissioner, a Chief Solicitor's approval as to form, and an Appendix 1 property description which is expressly a sample ('Randomly generated for illustrative purposes only - not legally accurate'). THE MATERIAL TERM IS PARAGRAPH 2, which makes the Inclusionary Housing Requirements applicable 'commencing on the date that the Certificate of Use and Occupancy is issued for the Project, for a period of 30 years from such date, SO LONG AS THE CITY PROVIDES THE HIGH-PERFORMANCE INCLUSIONARY HOUSING TAX CREDIT in City Code Art. 28 Sec. 10-18.2 (or economically equivalent consideration) to the Project.' The statute imposes no such condition. Paragraph 3 obliges the City to provide a recordable certificate of termination; paragraph 4 binds successors and assigns. NOTE WHAT IS ABSENT: the template contains NO RECORDATION CLAUSE -- nothing states that it will be recorded, where, or by when -- and no provision on lien position, subordination, foreclosure, assignment on sale, notice to DHCD on transfer, or tenant enforcement. That it is recorded in the Baltimore City Land Records is asserted only by the DRAFT Program Manual. Superseded versions of the template are not archived by DHCD, so a Declaration executed before November 2025 will be on a form the City no longer serves.
Baltimore City Department of Housing and Community Development, Inclusionary Housing Program Manual, draft dated 15 August 2024, companion to the Inclusionary Housing Rules and Regulations
Publisher: Baltimore City Department of Housing and Community Development
Baltimore, MD · Published 2024-08-15 · Last fetched 2026-09-06 · 8 linked current rules
STILL A DRAFT TWO YEARS AFTER PUBLICATION, and it says so: 'The guidelines will remain in draft form until the rules and regulations are adopted.' Read for the Baltimore overlay: pp. 3-4 overview and effective date; pp. 4-5 pre-development meeting and the Pre-Development Project Information Form; pp. 5-6 design standards, unit mix, floor plans and the rounding example; p. 7 use and occupancy permits and the Inclusionary Housing Plan components; p. 8 the Inclusionary Housing Covenant and its key features; pp. 8-11 the review and approval process and building permit release; p. 11 modifications; p. 12 marketing; pp. 13-14 tenant income eligibility, the affordable housing cost formulas and the FY24 income and rent limits table; pp. 14-15 income sources, certification of eligibility and changes in eligibility; pp. 16-19 lease requirements, waitlist, HOPE Rent Support Program, late fees, eviction notification and lease renewal; pp. 20-21 city monitoring, the property owner annual report and fines. THREE PLACES WHERE THE MANUAL DIVERGES FROM THE STATUTE AND ARE RECORDED ON THE RULES RATHER THAN RESOLVED: (1) it prints the affordable housing cost bands with lower bounds of 30% and 50%, where the codified text repeats the upper bound and produces an empty interval; (2) it says an over-income tenant below 100% of AMI 'shall pay the maximum rent for that AMI', with a worked example moving a 60% tenant to the 80% maximum, where the statute and the proposed regulation both say the rent may rise 'at the same ratio as the original leasing'; (3) it defines extremely low income as 40% of AMI or less on p. 4, where the statute and the Manual's own table both say 30%. It also counts the plan review clocks in CALENDAR days where the proposed regulation counts in BUSINESS days, and refers throughout to 'Ordinance 24-208' where the ordinance is 24-308. Two placeholders remain unfilled in the published text: '[include portal link or contact information]' for the annual report submission and '[include list]' for community contacts.