Arizona Department of Housing 2007 Information Bulletin REGARDING PROGRAMS: State Housing Fund Program Summary and Applications Guide REGARDING FUNDING SOURCES: State Housing Fund INFORMATION BULLETIN No. 01‐07 ISSUED: February 13, 2007 RE: Correction of term “licensed general contractor” cited in the State Housing Fund Program Summary and Application Guide, Owner‐Occupied Emergency Repair Program Policies, page 69 Correction to the State Housing Fund Program Summary and Application Guide, Owner‐Occupied Emergency Repair Program Policies, page 69, section 7.13.1: Correction to Bullet 4, cited within section 7.13.1, Owner‐Occupied Emergency Repair Program Policies, now reads: • Unit inspection, work write‐up and bidding processes; Construction must be performed by a contractor licensed with the Registrar of Contractors; be bonded and insured. A management entity acting in place of a licensed contractor is not permitted. Licensed contractors must provide a bid guarantee, payment bond and performance bond for each construction contract. Licensed contractors or any of their subcontractors must not appear on the Federal Excluded Parties List. CONTACT: Kathy Blodgett, Homeownership Program Administrator (602) 771‐1021 Arizona Department of Housing 1700 W. Washington, Suite 210 y Phoenix, AZ 85007 Telephone (602) 771‐1000 y Facsimile (602) 771‐1002 y TDY (602) 771‐1001 www.housingaz.com 1 The Arizona Department of Housing 2007 Information Bulletin PROGRAMS: Low Income Housing Tax Credit (LIHTC) Program REGARDING: Low Income Housing Tax Credit Income and Rent Limits (Pre 1990 Developments) – Figures are effective as of 3/20/07. Low Income Housing Tax Credit Income and Rent Limits (Post 1989 Developments) – Figures are effective as of 3/20/07. INFORMATION BULLETIN No. 02‐07 ISSUED: RE: March 26, 2007 Revised Income and Rent Limits for LIHTC Program Attached are the revised 2007 rent and income limits for the Low Income Housing Tax Credit (LIHTC) program. These limits are effective as of March 20, 2007. The tables are also available for download at our website, www.housingaz.com. PLEASE NOTE: NEW PHYSICAL ADDRESS EFFECTIVE APRIL 2, 2007 Arizona Department of Housing 1110 West Washington, Suite 310 Phoenix, AZ 85007 Telephone (602) 771‐1000 Facsimile (602) 771‐1002 TDY (602) 771‐1001 www.housingaz.com ARIZONA LOW INCOME HOUSING TAX CREDIT PROGRAM - IMPUTED INCOMES/ALLOWABLE RENTS 3/20/2007 FOR RENTS BASED ON NUMBER OF PERSONS IN HOUSEHOLD (PRE 1990 Projects) (All fractions are rounded down.) (Figures derived from HUD Median Income Charts effective 03/20/07) MSA/County % (1 Person) Rent (2 Persons) Rent (3 Persons) Rent (4 Persons) Rent (5 Persons) Rent *Please note utility allowances must be subtracted from allowable rents. (6 Persons) Rent (7 Persons) Rent (8 Persons) Rent Phoenix 60 $25,260 $631 $28,860 $721 $32,460 $811 $36,060 $901 $38,940 $973 $41,820 $1,045 $44,700 $1,117 $47,580 $1,189 (Maricopa/Pinal) 50 $21,050 $526 $24,050 $601 $27,050 $676 $30,050 $751 $32,450 $811 $34,850 $871 $37,250 $931 $39,650 $991 40 $16,840 $421 $19,240 $481 $21,640 $541 $24,040 $601 $25,960 $649 $27,880 $697 $29,800 $745 $31,720 $793 30 $12,650 $316 $14,450 $361 $16,250 $406 $18,050 $451 $19,500 $487 $20,950 $523 $22,400 $560 $23,850 $596 20 $8,420 $210 $9,620 $240 $10,820 $270 $12,020 $300 $12,980 $324 $13,940 $348 $14,900 $372 $15,860 $396 Tucson 60 $22,020 $550 $25,140 $628 $28,320 $708 $31,440 $786 $33,960 $849 $36,480 $912 $39,000 $975 $41,520 $1,038 (Pima) 50 $18,350 $458 $20,950 $523 $23,600 $590 $26,200 $655 $28,300 $707 $30,400 $760 $32,500 $812 $34,600 $865 40 $14,680 $367 $16,760 $419 $18,880 $472 $20,960 $524 $22,640 $566 $24,320 $608 $26,000 $650 $27,680 $692 30 $11,000 $275 $12,550 $313 $14,150 $353 $15,700 $392 $16,950 $423 $18,200 $455 $19,450 $486 $20,700 $517 20 $7,340 $183 $8,380 $209 $9,440 $236 $10,480 $262 $11,320 $283 $12,160 $304 $13,000 $325 $13,840 $346 Yuma 60 $17,280 $432 $19,740 $493 $22,200 $555 $24,660 $616 $26,640 $666 $28,620 $715 $30,600 $765 $32,580 $814 (Yuma) 50 $14,400 $360 $16,450 $411 $18,500 $462 $20,550 $513 $22,200 $555 $23,850 $596 $25,500 $637 $27,150 $678 40 $11,520 $288 $13,160 $329 $14,800 $370 $16,440 $411 $17,760 $444 $19,080 $477 $20,400 $510 $21,720 $543 30 $8,650 $216 $9,900 $247 $11,100 $277 $12,350 $308 $13,350 $333 $14,350 $358 $15,300 $382 $16,300 $407 20 $5,760 $144 $6,580 $164 $7,400 $185 $8,220 $205 $8,880 $222 $9,540 $238 $10,200 $255 $10,860 $271 60 $17,220 $430 $19,680 $492 $22,140 $553 $24,600 $615 $26,520 $663 $28,500 $712 $30,480 $762 $32,460 $811 50 $14,350 $358 $16,400 $410 $18,450 $461 $20,500 $512 $22,100 $552 $23,750 $593 $25,400 $635 $27,050 $676 40 $11,480 $287 $13,120 $328 $14,760 $369 $16,400 $410 $17,680 $442 $19,000 $475 $20,320 $508 $21,640 $541 30 $8,600 $215 $9,850 $246 $11,050 $276 $12,300 $307 $13,300 $332 $14,250 $356 $15,250 $381 $16,250 $406 20 $5,740 $143 $6,560 $164 $7,380 $184 $8,200 $205 $8,840 $221 $9,500 $237 $10,160 $254 $10,820 $270 60 $18,960 $474 $21,720 $543 $24,420 $610 $27,120 $678 $29,280 $732 $31,440 $786 $33,600 $840 $35,820 $895 50 $15,800 $395 $18,100 $452 $20,350 $508 $22,600 $565 $24,400 $610 $26,200 $655 $28,000 $700 $29,850 $746 40 $12,640 $316 $14,480 $362 $16,280 $407 $18,080 $452 $19,520 $488 $20,960 $524 $22,400 $560 $23,880 $597 30 $9,500 $237 $10,850 $271 $12,200 $305 $13,550 $338 $14,650 $366 $15,700 $392 $16,800 $420 $17,900 $447 20 $6,320 $158 $7,240 $181 $8,140 $203 $9,040 $226 $9,760 $244 $10,480 $262 $11,200 $280 $11,940 $298 60 $22,980 $574 $26,280 $657 $29,520 $738 $32,820 $820 $35,460 $886 $38,100 $952 $40,680 $1,017 $43,320 $1,083 50 $19,150 $478 $21,900 $547 $24,600 $615 $27,350 $683 $29,550 $738 $31,750 $793 $33,900 $847 $36,100 $902 40 $15,320 $383 $17,520 $438 $19,680 $492 $21,880 $547 $23,640 $591 $25,400 $635 $27,120 $678 $28,880 $722 30 $11,500 $287 $13,100 $327 $14,750 $368 $16,400 $410 $17,700 $442 $19,000 $475 $20,350 $508 $21,650 $541 20 $7,660 $191 $8,760 $219 $9,840 $246 $10,940 $273 $11,820 $295 $12,700 $317 $13,560 $339 $14,440 $361 60 $17,940 $448 $20,520 $513 $23,040 $576 $25,620 $640 $27,660 $691 $29,700 $742 $31,740 $793 $33,840 $846 50 $14,950 $373 $17,100 $427 $19,200 $480 $21,350 $533 $23,050 $576 $24,750 $618 $26,450 $661 $28,200 $705 40 $11,960 $299 $13,680 $342 $15,360 $384 $17,080 $427 $18,440 $461 $19,800 $495 $21,160 $529 $22,560 $564 30 $8,950 $223 $10,250 $256 $11,500 $287 $12,800 $320 $13,800 $345 $14,850 $371 $15,850 $396 $16,900 $422 20 $5,980 $149 $6,840 $171 $7,680 $192 $8,540 $213 $9,220 $230 $9,900 $247 $10,580 $264 $11,280 $282 Apache Cochise Coconino Gila ARIZONA LOW INCOME HOUSING TAX CREDIT PROGRAM - IMPUTED INCOMES/ALLOWABLE RENTS 3/20/2007 FOR RENTS BASED ON NUMBER OF PERSONS IN HOUSEHOLD (PRE 1990 Projects) (All fractions are rounded down.) (Figures derived from HUD Median Income Charts effective 03/20/07) *Please note utility allowances must be subtracted from allowable rents. MSA/County % (1 Person) Rent (2 Persons) Rent (3 Persons) Rent (4 Persons) Rent (5 Persons) Rent (6 Persons) Rent (7 Persons) Rent (8 Persons) Rent Graham 60 $17,220 $430 $19,680 $492 $22,140 $553 $24,600 $615 $26,520 $663 $28,500 $712 $30,480 $762 $32,460 $811 50 $14,350 $358 $16,400 $410 $18,450 $461 $20,500 $512 $22,100 $552 $23,750 $593 $25,400 $635 $27,050 $676 40 $11,480 $287 $13,120 $328 $14,760 $369 $16,400 $410 $17,680 $442 $19,000 $475 $20,320 $508 $21,640 $541 30 $8,600 $215 $9,850 $246 $11,050 $276 $12,300 $307 $13,300 $332 $14,250 $356 $15,250 $381 $16,250 $406 20 $5,740 $143 $6,560 $164 $7,380 $184 $8,200 $205 $8,840 $221 $9,500 $237 $10,160 $254 $10,820 $270 60 $21,480 $537 $24,540 $613 $27,600 $690 $30,660 $766 $33,120 $828 $35,580 $889 $38,040 $951 $40,500 $1,012 50 $17,900 $447 $20,450 $511 $23,000 $575 $25,550 $638 $27,600 $690 $29,650 $741 $31,700 $792 $33,750 $843 40 $14,320 $358 $16,360 $409 $18,400 $460 $20,440 $511 $22,080 $552 $23,720 $593 $25,360 $634 $27,000 $675 30 $10,750 $268 $12,300 $307 $13,800 $345 $15,350 $383 $16,600 $415 $17,800 $445 $19,050 $476 $20,250 $506 20 $7,160 $179 $8,180 $204 $9,200 $230 $10,220 $255 $11,040 $276 $11,860 $296 $12,680 $317 $13,500 $337 60 $17,220 $430 $19,680 $492 $22,140 $553 $24,600 $615 $26,520 $663 $28,500 $712 $30,480 $762 $32,460 $811 50 $14,350 $358 $16,400 $410 $18,450 $461 $20,500 $512 $22,100 $552 $23,750 $593 $25,400 $635 $27,050 $676 40 $11,480 $287 $13,120 $328 $14,760 $369 $16,400 $410 $17,680 $442 $19,000 $475 $20,320 $508 $21,640 $541 30 $8,600 $215 $9,850 $246 $11,050 $276 $12,300 $307 $13,300 $332 $14,250 $356 $15,250 $381 $16,250 $406 20 $5,740 $143 $6,560 $164 $7,380 $184 $8,200 $205 $8,840 $221 $9,500 $237 $10,160 $254 $10,820 $270 60 $24,780 $619 $28,320 $708 $31,860 $796 $35,460 $886 $38,280 $957 $41,100 $1,027 $43,920 $1,098 $46,740 $1,168 50 $20,650 $516 $23,600 $590 $26,550 $663 $29,550 $738 $31,900 $797 $34,250 $856 $36,600 $915 $38,950 $973 40 $16,520 $413 $18,880 $472 $21,240 $531 $23,640 $591 $25,520 $638 $27,400 $685 $29,280 $732 $31,160 $779 30 $12,450 $311 $14,200 $355 $16,000 $400 $17,750 $443 $19,150 $478 $20,600 $515 $22,000 $550 $23,450 $586 20 $8,260 $206 $9,440 $236 $10,620 $265 $11,820 $295 $12,760 $319 $13,700 $342 $14,640 $366 $15,580 $389 60 $17,220 $430 $19,680 $492 $22,140 $553 $24,600 $615 $26,520 $663 $28,500 $712 $30,480 $762 $32,460 $811 50 $14,350 $358 $16,400 $410 $18,450 $461 $20,500 $512 $22,100 $552 $23,750 $593 $25,400 $635 $27,050 $676 40 $11,480 $287 $13,120 $328 $14,760 $369 $16,400 $410 $17,680 $442 $19,000 $475 $20,320 $508 $21,640 $541 30 $8,600 $215 $9,850 $246 $11,050 $276 $12,300 $307 $13,300 $332 $14,250 $356 $15,250 $381 $16,250 $406 20 $5,740 $143 $6,560 $164 $7,380 $184 $8,200 $205 $8,840 $221 $9,500 $237 $10,160 $254 $10,820 $270 60 $18,480 $462 $21,120 $528 $23,760 $594 $26,400 $660 $28,500 $712 $30,600 $765 $32,760 $819 $34,860 $871 50 $15,400 $385 $17,600 $440 $19,800 $495 $22,000 $550 $23,750 $593 $25,500 $637 $27,300 $682 $29,050 $726 40 $12,320 $308 $14,080 $352 $15,840 $396 $17,600 $440 $19,000 $475 $20,400 $510 $21,840 $546 $23,240 $581 30 $9,250 $231 $10,550 $263 $11,900 $297 $13,200 $330 $14,250 $356 $15,300 $382 $16,350 $408 $17,400 $435 20 $6,160 $154 $7,040 $176 $7,920 $198 $8,800 $220 $9,500 $237 $10,200 $255 $10,920 $273 $11,620 $290 60 $20,640 $516 $23,580 $589 $26,520 $663 $29,460 $736 $31,800 $795 $34,200 $855 $36,540 $913 $38,880 $972 50 $17,200 $430 $19,650 $491 $22,100 $552 $24,550 $613 $26,500 $662 $28,500 $712 $30,450 $761 $32,400 $810 40 $13,760 $344 $15,720 $393 $17,680 $442 $19,640 $491 $21,200 $530 $22,800 $570 $24,360 $609 $25,920 $648 30 $10,350 $258 $11,800 $295 $13,300 $332 $14,750 $368 $15,950 $398 $17,100 $427 $18,300 $457 $19,450 $486 20 $6,880 $172 $7,860 $196 $8,840 $221 $9,820 $245 $10,600 $265 $11,400 $285 $12,180 $304 $12,960 $324 Greenlee La Paz Mohave Navajo Santa Cruz Yavapai ARIZONA LOW INCOME HOUSING TAX CREDIT PROGRAM - IMPUTED INCOMES/ALLOWABLE RENTS 3/20/07 FOR RENTS BASED ON UNIT SIZE (Number of bedrooms: Post 1989 Projects) (All fractions are rounded down.) (Figures derived from HUD Median Income Charts effective 3/20/07) 0 Bdrm 1 Bdrm 2 Bdrm 3 Bdrm 4 Bdrm MSA/County % (1 Person) (2 Persons) (3 Persons) (4 Persons) (5 Persons) (6 Persons) (7 Persons) (8 Persons) Rent Rent Rent Rent Rent Phoenix 60 $25,260 $28,860 $32,460 $36,060 $38,940 $41,820 $44,700 $47,580 $631 $676 $811 $937 $1,045 (Maricopa/Pinal) 50 $21,050 $24,050 $27,050 $30,050 $32,450 $34,850 $37,250 $39,650 $526 $563 $676 $781 $871 40 $16,840 $19,240 $21,640 $24,040 $25,960 $27,880 $29,800 $31,720 $421 $451 $541 $625 $697 30 $12,650 $14,450 $16,250 $18,050 $19,500 $20,950 $22,400 $23,850 $316 $338 $406 $469 $523 20 $8,420 $9,620 $10,820 $12,020 $12,980 $13,940 $14,900 $15,860 $210 $225 $270 $312 $348 Tucson 60 $22,020 $25,140 $28,320 $31,440 $33,960 $36,480 $39,000 $41,520 $550 $589 $708 $817 $912 (Pima) 50 $18,350 $20,950 $23,600 $26,200 $28,300 $30,400 $32,500 $34,600 $458 $491 $590 $681 $760 40 $14,680 $16,760 $18,880 $20,960 $22,640 $24,320 $26,000 $27,680 $367 $393 $472 $545 $608 30 $11,000 $12,550 $14,150 $15,700 $16,950 $18,200 $19,450 $20,700 $275 $294 $353 $408 $455 20 $7,340 $8,380 $9,440 $10,480 $11,320 $12,160 $13,000 $13,840 $183 $196 $236 $272 $304 Yuma 60 $17,280 $19,740 $22,200 $24,660 $26,640 $28,620 $30,600 $32,580 $432 $462 $555 $641 $715 (Yuma) 50 $14,400 $16,450 $18,500 $20,550 $22,200 $23,850 $25,500 $27,150 $360 $385 $462 $534 $596 40 $11,520 $13,160 $14,800 $16,440 $17,760 $19,080 $20,400 $21,720 $288 $308 $370 $427 $477 30 $8,650 $9,900 $11,100 $12,350 $13,350 $14,350 $15,300 $16,300 $216 $231 $277 $321 $358 20 $5,760 $6,580 $7,400 $8,220 $8,880 $9,540 $10,200 $10,860 $144 $154 $185 $213 $238 60 $17,220 $19,680 $22,140 $24,600 $26,520 $28,500 $30,480 $32,460 $430 $461 $553 $639 $712 50 $14,350 $16,400 $18,450 $20,500 $22,100 $23,750 $25,400 $27,050 $358 $384 $461 $532 $593 40 $11,480 $13,120 $14,760 $16,400 $17,680 $19,000 $20,320 $21,640 $287 $307 $369 $426 $475 30 $8,600 $9,850 $11,050 $12,300 $13,300 $14,250 $15,250 $16,250 $215 $230 $276 $320 $356 20 $5,740 $6,560 $7,380 $8,200 $8,840 $9,500 $10,160 $10,820 $143 $153 $184 $213 $237 60 $18,960 $21,720 $24,420 $27,120 $29,280 $31,440 $33,600 $35,820 $474 $508 $610 $705 $786 50 $15,800 $18,100 $20,350 $22,600 $24,400 $26,200 $28,000 $29,850 $395 $423 $508 $587 $655 40 $12,640 $14,480 $16,280 $18,080 $19,520 $20,960 $22,400 $23,880 $316 $339 $407 $470 $524 30 $9,500 $10,850 $12,200 $13,550 $14,650 $15,700 $16,800 $17,900 $237 $254 $305 $352 $392 20 $6,320 $7,240 $8,140 $9,040 $9,760 $10,480 $11,200 $11,940 $158 $169 $203 $235 $262 60 $22,980 $26,280 $29,520 $32,820 $35,460 $38,100 $40,680 $43,320 $574 $615 $738 $853 $952 50 $19,150 $21,900 $24,600 $27,350 $29,550 $31,750 $33,900 $36,100 $478 $513 $615 $711 $793 40 $15,320 $17,520 $19,680 $21,880 $23,640 $25,400 $27,120 $28,880 $383 $410 $492 $569 $635 30 $11,500 $13,100 $14,750 $16,400 $17,700 $19,000 $20,350 $21,650 $287 $307 $368 $426 $475 20 $7,660 $8,760 $9,840 $10,940 $11,820 $12,700 $13,560 $14,440 $191 $205 $246 $284 $317 60 $17,940 $20,520 $23,040 $25,620 $27,660 $29,700 $31,740 $33,840 $448 $480 $576 $666 $742 50 $14,950 $17,100 $19,200 $21,350 $23,050 $24,750 $26,450 $28,200 $373 $400 $480 $555 $618 40 $11,960 $13,680 $15,360 $17,080 $18,440 $19,800 $21,160 $22,560 $299 $320 $384 $444 $495 30 $8,950 $10,250 $11,500 $12,800 $13,800 $14,850 $15,850 $16,900 $223 $240 $287 $332 $371 20 $5,980 $6,840 $7,680 $8,540 $9,220 $9,900 $10,580 $11,280 $149 $160 $192 $222 $247 Apache Cochise Coconino Gila ARIZONA LOW INCOME HOUSING TAX CREDIT PROGRAM - IMPUTED INCOMES/ALLOWABLE RENTS 3/20/07 FOR RENTS BASED ON UNIT SIZE (Number of bedrooms: Post 1989 Projects) (All fractions are rounded down.) (Figures derived from HUD Median Income Charts effective 3/20/07) 0 Bdrm 1 Bdrm 2 Bdrm 3 Bdrm 4 Bdrm MSA/County % (1 Person) (2 Persons) (3 Persons) (4 Persons) (5 Persons) (6 Persons) Graham 60 $17,220 $19,680 $22,140 $24,600 $26,520 $28,500 $30,480 50 $14,350 $16,400 $18,450 $20,500 $22,100 $23,750 $25,400 40 $11,480 $13,120 $14,760 $16,400 $17,680 $19,000 30 $8,600 $9,850 $11,050 $12,300 $13,300 20 $5,740 $6,560 $7,380 $8,200 60 $21,480 $24,540 $27,600 50 $17,900 $20,450 $23,000 40 $14,320 $16,360 30 $10,750 20 Greenlee La Paz Mohave Navajo Santa Cruz Yavapai (7 Persons) (8 Persons) Rent Rent Rent Rent Rent $32,460 $430 $461 $553 $639 $712 $27,050 $358 $384 $461 $532 $593 $20,320 $21,640 $287 $307 $369 $426 $475 $14,250 $15,250 $16,250 $215 $230 $276 $320 $356 $8,840 $9,500 $10,160 $10,820 $143 $153 $184 $213 $237 $30,660 $33,120 $35,580 $38,040 $40,500 $537 $575 $690 $797 $889 $25,550 $27,600 $29,650 $31,700 $33,750 $447 $479 $575 $664 $741 $18,400 $20,440 $22,080 $23,720 $25,360 $27,000 $358 $383 $460 $531 $593 $12,300 $13,800 $15,350 $16,600 $17,800 $19,050 $20,250 $268 $288 $345 $399 $445 $7,160 $8,180 $9,200 $10,220 $11,040 $11,860 $12,680 $13,500 $179 $191 $230 $265 $296 60 $17,220 $19,680 $22,140 $24,600 $26,520 $28,500 $30,480 $32,460 $430 $461 $553 $639 $712 50 $14,350 $16,400 $18,450 $20,500 $22,100 $23,750 $25,400 $27,050 $358 $384 $461 $532 $593 40 $11,480 $13,120 $14,760 $16,400 $17,680 $19,000 $20,320 $21,640 $287 $307 $369 $426 $475 30 $8,600 $9,850 $11,050 $12,300 $13,300 $14,250 $15,250 $16,250 $215 $230 $276 $320 $356 20 $5,740 $6,560 $7,380 $8,200 $8,840 $9,500 $10,160 $10,820 $143 $153 $184 $213 $237 60 $24,780 $28,320 $31,860 $35,460 $38,280 $41,100 $43,920 $46,740 $619 $663 $796 $921 $1,027 50 $20,650 $23,600 $26,550 $29,550 $31,900 $34,250 $36,600 $38,950 $516 $553 $663 $768 $856 40 $16,520 $18,880 $21,240 $23,640 $25,520 $27,400 $29,280 $31,160 $413 $442 $531 $614 $685 30 $12,450 $14,200 $16,000 $17,750 $19,150 $20,600 $22,000 $23,450 $311 $333 $400 $461 $515 20 $8,260 $9,440 $10,620 $11,820 $12,760 $13,700 $14,640 $15,580 $206 $221 $265 $307 $342 60 $17,220 $19,680 $22,140 $24,600 $26,520 $28,500 $30,480 $32,460 $430 $461 $553 $639 $712 50 $14,350 $16,400 $18,450 $20,500 $22,100 $23,750 $25,400 $27,050 $358 $384 $461 $532 $593 40 $11,480 $13,120 $14,760 $16,400 $17,680 $19,000 $20,320 $21,640 $287 $307 $369 $426 $475 30 $8,600 $9,850 $11,050 $12,300 $13,300 $14,250 $15,250 $16,250 $215 $230 $276 $320 $356 20 $5,740 $6,560 $7,380 $8,200 $8,840 $9,500 $10,160 $10,820 $143 $153 $184 $213 $237 60 $18,480 $21,120 $23,760 $26,400 $28,500 $30,600 $32,760 $34,860 $462 $495 $594 $686 $765 50 $15,400 $17,600 $19,800 $22,000 $23,750 $25,500 $27,300 $29,050 $385 $412 $495 $571 $637 40 $12,320 $14,080 $15,840 $17,600 $19,000 $20,400 $21,840 $23,240 $308 $330 $396 $457 $510 30 $9,250 $10,550 $11,900 $13,200 $14,250 $15,300 $16,350 $17,400 $231 $247 $297 $343 $382 20 $6,160 $7,040 $7,920 $8,800 $9,500 $10,200 $10,920 $11,620 $154 $165 $198 $228 $255 60 $20,640 $23,580 $26,520 $29,460 $31,800 $34,200 $36,540 $38,880 $516 $552 $663 $765 $855 50 $17,200 $19,650 $22,100 $24,550 $26,500 $28,500 $30,450 $32,400 $430 $460 $552 $638 $712 40 $13,760 $15,720 $17,680 $19,640 $21,200 $22,800 $24,360 $25,920 $344 $368 $442 $510 $570 30 $10,350 $11,800 $13,300 $14,750 $15,950 $17,100 $18,300 $19,450 $258 $276 $332 $383 $427 20 $6,880 $7,860 $8,840 $9,820 $10,600 $11,400 $12,180 $12,960 $172 $184 $221 $255 $285 Arizona Department of Housing 2007 Information Bulletin REGARDING PROGRAMS: Community Revitalization REGARDING FUNDING SOURCES: Community Development Block Grant (CDBG) INFORMATION BULLETIN No. 03‐07 ISSUED: RE: March 23, 2007 CDBG Allocation by COG Region in compliance with Third Program Year Annual Action Plan FY 2007-2008 In compliance with the State of Arizona Consolidated Plan, FY 2005‐2009, the state must include a description of its methods of distributing funds to local governments to carry out activities using funds expected to be received during the program year under the formula allocations. For the Federal Funding Year 2008, the COG allocation is as follows: CDBG Allocation by COG Region NACOG WACOG CAAG SEAGO Total Allocation to Rural COGs Allocation Amount Allocation Percentage $2,236,940 $2,886,584 $2,326,526 $2,324,780 $9,774,831 22.88% 29.53% 23.80% 23.78% CONTACT: Charlotte D. Grant‐Cobb, PhD, Assistant Deputy Director, Programs, (602) 771‐1000. PLEASE NOTE: NEW PHYSICAL ADDRESS EFFECTIVE APRIL 2, 2007 Arizona Department of Housing 1110 W. Washington, Suite 310 y Phoenix, AZ 85007 Telephone (602) 771‐1000 y Facsimile (602) 771‐1002 y TDY (602) 771‐1001 www.housingaz.com Arizona Department of Housing 2007 Information Bulletin REGARDING PROGRAMS: STATE HOUSING FUND (SHF) REGARDING FUNDING SOURCES: HOME and Housing Trust Fund INFORMATION BULLETIN No. 04‐07 ISSUED: RE: April 19, 2007 REVISED STATE HOUSING FUND PROGRAM HOME AND HOUSING TRUST FUND RENT AND INCOME LIMITS EFFECTIVE APRIL 28, 2007 Attached are the revised 2007 rent and income limits for the State Housing Fund Program. These rates are effective April 28, 2007. The tables are also available for download at our website, www.housingaz.com. PLEASE NOTE: NEW PHYSICAL ADDRESS EFFECTIVE APRIL 2, 2007 Arizona Department of Housing 1110 W. Washington, Suite 310 y Phoenix, AZ 85007 Telephone (602) 771‐1000 y Facsimile (602) 771‐1002 y TDY (602) 771‐1001 www.housingaz.com PROGRAM RENT LIMITS State of Arizona -- State Housing Fund Program HOME and Housing Trust Fund Program Rent Limits ARIZONA COUNTIES 2007 EFFICIENCY 1 BEDROOM 2 BEDROOM 3 BEDROOM 4 BEDROOM 5 BEDROOM 6 BEDROOM Flagstaff, AZ Coconino County For information only: : Mohave County For information only: Phoenix, AZ Maricopa/Pinal Counties For information only: Tucson, AZ Pima County For information only: Yuma, AZ Yuma County For information only: : Apache County For information only: LOW HOME RENT HIGH HOME RENT FMR 50 Rent Limit 65 Rent Limit 478 603 699 478 603 513 647 831 513 647 615 778 939 615 778 711 890 1208 711 890 793 974 1523 793 974 875 1056 1751 875 1056 957 1138 1980 957 1138 LOW HOME RENT HIGH HOME RENT FMR 50 Rent Limit 65 Rent Limit 516 527 527 516 653 553 580 580 553 701 663 676 676 663 842 768 935 935 768 965 856 1043 1043 856 1056 944 1147 1199 944 1147 1034 1238 1356 1034 1238 LOW HOME RENT HIGH HOME RENT FMR 50 Rent Limit 65 Rent Limit 526 553 553 526 664 563 648 648 563 713 676 782 782 676 857 781 981 1139 781 981 871 1075 1359 871 1075 961 1167 1563 961 1167 1051 1261 1767 1051 1261 LOW HOME RENT HIGH HOME RENT FMR 50 Rent Limit 65 Rent Limit 458 503 503 458 576 491 591 591 491 619 590 744 772 590 744 681 851 1114 681 851 760 930 1251 760 930 838 1007 1439 838 1007 917 1086 1626 917 1086 LOW HOME RENT HIGH HOME RENT FMR 50 Rent Limit 65 Rent Limit 360 448 493 360 448 385 481 582 385 481 462 579 695 462 579 534 660 986 534 660 596 716 1208 596 716 658 772 1389 658 772 719 829 1570 719 829 LOW HOME RENT HIGH HOME RENT FMR 50 Rent Limit 65 Rent Limit 358 361 361 358 446 384 442 442 384 479 461 522 522 461 578 532 659 724 532 659 593 715 918 593 715 655 771 1056 655 771 717 827 1193 717 827 Effective April 28, 2007 State Housing Fund Program Rents PROGRAM RENT LIMITS State of Arizona -- State Housing Fund Program HOME and Housing Trust Fund Program Rent Limits ARIZONA COUNTIES 2007 EFFICIENCY 1 BEDROOM 2 BEDROOM 3 BEDROOM 4 BEDROOM 5 BEDROOM 6 BEDROOM : Cochise County For information only: : Gila County For information only: : Graham County For information only: : Greenlee County For information only: : La Paz County For information only: : Navajo County For information only: LOW HOME RENT HIGH HOME RENT FMR 50 Rent Limit 65 Rent Limit 395 424 424 395 495 423 492 492 423 531 508 617 617 508 639 587 730 852 587 730 655 795 1047 655 795 723 859 1204 723 859 791 923 1361 791 923 LOW HOME RENT HIGH HOME RENT FMR 50 Rent Limit 65 Rent Limit 373 463 463 373 466 400 501 542 400 501 480 603 713 480 603 555 687 979 555 687 618 748 1008 618 748 683 806 1159 683 806 747 865 1310 747 865 LOW HOME RENT HIGH HOME RENT FMR 50 Rent Limit 65 Rent Limit 358 446 482 358 446 384 479 520 384 479 461 578 582 461 578 532 659 804 532 659 593 715 925 593 715 655 771 1064 655 771 717 827 1203 717 827 LOW HOME RENT HIGH HOME RENT FMR 50 Rent Limit 65 Rent Limit 441 441 441 447 561 479 490 490 479 603 575 615 615 575 726 664 829 845 664 829 741 905 956 741 905 818 980 1099 818 980 894 1056 1243 894 1056 LOW HOME RENT HIGH HOME RENT FMR 50 Rent Limit 65 Rent Limit 358 446 493 358 446 384 479 494 384 479 461 578 592 461 578 532 659 838 532 659 593 715 863 593 715 655 771 992 655 771 717 827 1122 717 827 LOW HOME RENT HIGH HOME RENT FMR 50 Rent Limit 65 Rent Limit 358 432 432 358 446 384 462 462 384 479 461 578 610 461 578 532 659 822 532 659 593 715 974 593 715 655 771 1120 655 771 717 827 1266 717 827 Effective April 28, 2007 State Housing Fund Program Rents PROGRAM RENT LIMITS State of Arizona -- State Housing Fund Program HOME and Housing Trust Fund Program Rent Limits ARIZONA COUNTIES 2007 EFFICIENCY 1 BEDROOM 2 BEDROOM 3 BEDROOM 4 BEDROOM 5 BEDROOM 6 BEDROOM : Santa Cruz County For information only: Prescott, AZ Yavapai County For information only: LOW HOME RENT HIGH HOME RENT FMR 50 Rent Limit 65 Rent Limit 385 480 508 385 480 412 509 509 412 516 495 622 645 495 622 571 710 940 571 710 637 773 968 637 773 704 833 1113 704 833 770 895 1258 770 895 LOW HOME RENT HIGH HOME RENT FMR 50 Rent Limit 65 Rent Limit 430 539 571 430 539 460 578 589 460 578 552 696 744 552 696 638 795 1084 638 795 712 868 1117 712 868 785 939 1285 785 939 859 1011 1452 859 1011 Effective April 28, 2007 State Housing Fund Program Rents ARIZONA INCOME LIMITS State of Arizona -- State Housing Fund Program ARIZONA COUNTIES HOME and Housing Trust Fund Program Income Limits 2007 1 PERSON 2 PERSON 3 PERSON 4 PERSON 5 PERSON 6 PERSON 7 PERSON 8 PERSON + Flagstaff, AZ Coconino County MEDIAN HOUSEHOLD INCOME: 53,500 30% 50% (Very Low-Income) 60% 80% (Low-Income) 11500 19150 22980 30650 13100 21900 26280 35000 14750 24600 29520 39400 16400 27350 32820 43750 17700 29550 35460 47250 19000 31750 38100 50750 20350 33900 40680 54250 21650 36100 43320 57750 : Mohave County MEDIAN HOUSEHOLD INCOME: 44,100 30% 50% (Very Low-Income) 60% 80% (Low-Income) 12450 20650 24780 33100 14200 23600 28320 37850 16000 26550 31860 42550 17750 29550 35460 47300 19150 31900 38280 51100 20600 34250 41100 54850 22000 36600 43920 58650 23450 38950 46740 62450 Phoenix, AZ Maricopa/Pinal Counties MEDIAN HOUSEHOLD INCOME: 59,100 30% 50% (Very Low-Income) 60% 80% (Low-Income) 12650 21050 25260 33650 14450 24050 28860 38500 16250 27050 32460 43300 18050 30050 36060 48100 19500 32450 38940 51950 20950 34850 41820 55800 22400 37250 44700 59650 23850 39650 47580 63500 Tucson, AZ Pima County MEDIAN HOUSEHOLD INCOME: 52,400 30% 50% (Very Low-Income) 60% 80% (Low-Income) 11000 18350 22020 29350 12550 20950 25140 33500 14150 23600 28320 37700 15700 26200 31440 41900 16950 28300 33960 45250 18200 30400 36480 48600 19450 32500 39000 51950 20700 34600 41520 55300 Yuma, AZ Yuma County MEDIAN HOUSEHOLD INCOME: 40,700 30% 50% (Very Low-Income) 60% 80% (Low-Income) 8650 14400 17280 23050 9900 16450 19740 26300 11100 18500 22200 29600 12350 20550 24660 32900 13350 22200 26640 35550 14350 23850 28620 38150 15300 25500 30600 40800 16300 27150 32580 43450 : Apache County MEDIAN HOUSEHOLD INCOME: 30,100 30% 50% (Very Low-Income) 60% 80% (Low-Income) 8600 14350 17220 22950 9850 16400 19680 26250 11050 18450 22140 29500 12300 20500 24600 32800 13300 22100 26520 35400 14250 23750 28500 38050 15250 25400 30480 40650 16250 27050 32460 43300 : Cochise County MEDIAN HOUSEHOLD INCOME: 44,900 30% 50% (Very Low-Income) 60% 80% (Low-Income) 9500 15800 18960 25300 10850 18100 21720 28900 12200 20350 24420 32550 13550 22600 27120 36150 14650 24400 29280 39050 15700 26200 31440 41950 16800 28000 33600 44850 17900 29850 35820 47700 : Gila County MEDIAN HOUSEHOLD INCOME: 42,300 30% 50% (Very Low-Income) 60% 80% (Low-Income) 8950 14950 17940 23900 10250 17100 20520 27300 11500 19200 23040 30750 12800 21350 25620 34150 13800 23050 27660 36900 14850 24750 29700 39600 15850 26450 31740 42350 16900 28200 33840 45100 Effective April 28, 2007 State Housing Fund Arizona Income Limits ARIZONA INCOME LIMITS State of Arizona -- State Housing Fund Program ARIZONA COUNTIES HOME and Housing Trust Fund Program Income Limits 2007 1 PERSON 2 PERSON 3 PERSON 4 PERSON 5 PERSON 6 PERSON 7 PERSON 8 PERSON + 8600 9850 11050 12300 13300 14250 15250 16250 14350 16400 18450 20500 22100 23750 25400 27050 17220 19680 22140 24600 26520 28500 30480 32460 22950 26250 29500 32800 35400 38050 40650 43300 : Graham County MEDIAN HOUSEHOLD INCOME: 40,900 30% 50% (Very Low-Income) 60% 80% (Low-Income) : Greenlee County MEDIAN HOUSEHOLD INCOME: 50,400 30% 50% (Very Low-Income) 60% 80% (Low-Income) 10750 17900 21480 28650 12300 20450 24540 32700 13800 23000 27600 36800 15350 25550 30660 40900 16600 27600 33120 44150 17800 29650 35580 47450 19050 31700 38040 50700 20250 33750 40500 54000 : La Paz County MEDIAN HOUSEHOLD INCOME: 33,500 30% 50% (Very Low-Income) 60% 80% (Low-Income) 8600 14350 17220 22950 9850 16400 19680 26250 11050 18450 22140 29500 12300 20500 24600 32800 13300 22100 26520 35400 14250 23750 28500 38050 15250 25400 30480 40650 16250 27050 32460 43300 : Navajo County MEDIAN HOUSEHOLD INCOME: 37,000 30% 50% (Very Low-Income) 60% 80% (Low-Income) 8600 14350 17220 22950 9850 16400 19680 26250 11050 18450 22140 29500 12300 20500 24600 32800 13300 22100 26520 35400 14250 23750 28500 38050 15250 25400 30480 40650 16250 27050 32460 43300 : Santa Cruz County MEDIAN HOUSEHOLD INCOME: 37,100 30% 50% (Very Low-Income) 60% 80% (Low-Income) 9250 15400 18480 24650 10550 17600 21120 28150 11900 19800 23760 31700 13200 22000 26400 35200 14250 23750 28500 38000 15300 25500 30600 40850 16350 27300 32760 43650 17400 29050 34860 46450 Prescott,AZ : Yavapai County MEDIAN HOUSEHOLD INCOME: 49,100 30% 50% (Very Low-Income) 60% 80% (Low-Income) 10350 17200 20640 27500 11800 19650 23580 31450 13300 22100 26520 35350 14750 24550 29460 39300 15950 26500 31800 42450 17100 28500 34200 45600 18300 30450 36540 48750 19450 32400 38880 51900 Effective April 28, 2007 State Housing Fund Arizona Income Limits The Arizona Department of Housing 2007 Information Bulletin REGARDING PROGRAMS: Revitalization REGARDING FUNDING SOURCES: CDBG INFORMATION BULLETIN No. 05‐07 ISSUED: April 30, 2007 RE: Notice of Funding Availability for CDBG State Special Projects Competitive Funding NOTICE OF FUNDING AVAILABILITY For FY 2007, the Arizona Department of Housing (ADOH) expects to allocate approximately $1.7 million in Arizona Community Development Block Grant (CDBG) Program funds to State Special Projects (SSP). The FY 2007 SSP funds will be distributed in one competitive funding round and the application submission deadline is June 1, 2007 at 5 p.m. The Application Process for the SSP funding allocation is located in the 2006 Application Handbook. If you are interested in applying for funds, please review the application guidelines in the 2006 Application Handbook from the ADOH CDBG program. The 2006 Application Handbook and SSP Rating Tool can be obtained from the ADOH website at: http://www.housingaz.com/Forms&Handbooks. The Rating Tool is also attached to this bulletin. CHANGES FROM FY2005 As in FY2006, the FY 2007 funding cycle and application process will be significantly different than the 2005 funding round. Changes are highlighted below. For more detailed information on these changes, applicants may contact a Revitalization Program Specialist. Program Project time frames were lengthened to reflect individual project schedules; but generally not more than 24 months. Application The application process encourages applicants to submit more extensive information than in past years. To ensure a competitive application, all applicants should submit the following: • Data showing the poverty level in the community or target area by census tract; • Extensive public participation information, including Council meeting minutes, projects discussed, and any other relevant public participation information; E‐Bulletin 05‐07 Issued 4‐30‐07 1 • • • • Budgets that have been carefully considered to maximize the potential of CDBG funds; Documentation of the administering agency’s qualifications to manage the activity; A timeline or schedule showing at least the project’s likely start date and finish date; and Information on attempts to secure other or additional funding, and a report on which were successful. Please review the rating and ranking sheet to ensure that you have supplied all relevant information under each criterion so that you will obtain the maximum points available to your type of project. Application Rating The rating system which was put in place for the FY2006 SSP allocation was significantly expanded from FY 2005. There are no significant changes in the FY2007 rating system. The goals of the rating system are as follows: • Ensure fairness in competition for the grants; • Increase the objectivity of the reviews; • Create a 100‐point scale; • Encourage communities to target their poorest areas; and • Provide grantees with more information on how to write a competitive application. The application rating system places additional emphasis on targeting the most impoverished areas and low‐moderate income communities, justifies the need for the activity, past performance, and cost effectiveness. There are seven broad categories in the rating system and each contains multiple topics. The rating section on activity need and justification is specific to the type of activity proposed, allowing for a more complete analysis. The full rating system, without specific point values, is attached to this notice. In general, applications scoring maximum points will contain the following aspects: • An activity that benefits low‐ and moderate‐income individuals, and in particular, an activity that benefits many people at or below poverty level; • An activity that meets needs identified in both the public participation process and in the General Plan or other local planning document; • An activity that has a significant and lasting impact on an identified problem; • A well‐documented and justified need for the activity; • Reasonable cost estimates with supporting documentation; • An administering agency with the staff and skill to carry out the proposed activity; • An administering agency with an excellent record of proper program management; and • Documented success in efforts to obtain funding from other sources. APPLICATION TIMELINE The following is a listing of key dates in the application and funding process: NOFA release: April 30, 2007 2006 Application Handbook release: November 1, 2005 Application Deadline: June 1, 2007 at 5:00 p.m. E‐Bulletin 05‐07 Issued 4‐30‐07 2 APPLICATION SUBMITTAL All communities eligible to receive funding from the State CDBG program are eligible to apply for SSP funds. Each community is encouraged to submit one application. A community may submit multiple applications if the applications are prioritized. All first priority applications will be reviewed first, and subsequently prioritized applications will be reviewed if sufficient funding is available. Applications are due to ADOH on Friday, June 1, 2007 by 5:00 p.m. Applications will be considered received if one of the following indicates a date and time no later than the application due date: • U.S. Post Office postmark; • Fed Ex, UPS, etc. delivery documents; and • Department staff documentation of receipt. Applications may not be submitted via e‐mail or fax. Applications may be delivered or mailed to: Arizona Department of Housing Attn: CDBG Application SSP Account 1110 W. Washington, Suite 310 Phoenix, AZ 85007 STATE SPECIAL PROJECTS INFORMATION Eligible Applicants Consistent with federal law, eligible applicants for the State CDBG Program are: • All incorporated cities and towns, except those located in Maricopa and Pima Counties and excluding the cities of Flagstaff, Prescott and Yuma. • All of Arizona’s counties except Maricopa and Pima Counties. Eligible Activities Any eligible CDBG activity can be undertaken with State Special Projects (SSP) Account. Common activities awarded SSP funds are housing rehabilitation, equipment purchases, public facility construction or improvements, and infrastructure improvements. A detailed explanation of eligible activities, complete with a list of eligible and ineligible activities, is available in the 2006 Application Handbook. Applicants unsure of an activity’s eligibility are encouraged to contact ADOH staff to discuss the project. Eligible activities must be ready to begin implementation within 30 days of funding, and must anticipate completion within the self‐determined and approved contract timeframe, generally not to exceed 24 months. E‐Bulletin 05‐07 Issued 4‐30‐07 3 Threshold Issues and Application Requirements To qualify for funding under this notice, applicants must submit the following items in addition to all elements required by the 2006 CDBG Application Handbook. Applications that are not complete and do not contain the following items will be rejected. For all applications: • Approved environmental review documents, including Authority to Use Grant Funds issued by ADOH; • Proof of land/property control, with documentation of ownership; • Planning/design/specifications (for non‐engineered projects only); • Final engineering design drawings, signed/certified; • Acquired permits (i.e. zoning approval, Army Corps permit); • Detailed cost estimates; and • Proof that any other related upfront issues are resolved. For equipment purchase and public works: • Completed and detailed specifications for the items to be purchased, complete plans and specifications for construction approved by local government and/or construction to be completed are included; • List of qualified bidders selected for solicitation and statement certifying that the local government will select vendors through a competitive procurement process compliant with CDBG guidelines; • Final engineering design drawings, signed and certified, are included; • If an infrastructure project, the community has site control; • All applicable permits (e.g. zoning, building, Army Corps of Engineers) have been secured or letters stating likely approval from the appropriate bodies are included; and • A detailed cost estimate, including any administrative costs is provided. For owner‐occupied housing or rental rehabilitation: • A letter certifying that a waiting list of income‐qualified homeowners/tenants exists to support need; • A letter certifying that work orders and specifications have been completed for all houses to be rehabilitated; • Pre‐approved and adopted housing rehabilitation guidelines that include documentation of ADOH approval; • For owner‐occupied rehab, the current resident has site control. If rental rehab, the landlord has site control; and • Agreement between the landlord and the local government to rent a certain percentage of units to L/M income households (rental rehabilitation only). For homeownership assistance: • A letter certifying that a list of income‐qualified applicants exists to support need; • Documentation demonstrating that a home lot has been selected and that all other financing has been approved for the specific persons to be assisted; and • Pre‐approved and adopted home ownership assistance guidelines that include documentation of ADOH approval. E‐Bulletin 05‐07 Issued 4‐30‐07 4 For new construction of housing: • Proof that the proposed developer has developed at least one successful and similar project; • The applicant or the proposed developer currently has site control; and • A description of the planning and design for the project, along with detailed architectural drawings and floor plans, is included. For public services: • Comprehensive scope of work; and • Information qualifying the agency to carry out the type of public service to be provided, or if the service provision is to be bid out, a list of qualified consultants. For Public or Commercial Facilities‐New Construction (Public Facilities only) and Renovation • Complete construction plans with detailed drawings of the final product are included; • Documentation demonstrating that the applicant owns the land in question with no restrictive agreements is included. If commercial rehab, a deed must be included to demonstrate that the assisted owns the property; and • All applicable permits (e.g. zoning, building, Army Corps of Engineers) have been secured or letters stating likely approval from the appropriate bodies are included. Economic Development Assistance • A list of qualified business owners to be assisted is included; and • A qualified agency able to conduct or provide the public service is identified; or if the project will be bid out, a list of qualified consultants is included. Public Participation ADOH encourages each community to combine SSP projects with Regional Account Projects in the public participation and publication process to avoid the need for additional publications and hearings. Selection of Project Awards Projects will be selected for SSP funding by a competitive process through which applications are scored. The highest scoring applications within each priority category will be awarded prior to awarding projects in subsequent priority categories. Scored applications will be kept on file for one year and the next highest scoring applications will be funded if funding becomes available through recapture or de‐obligated CDBG funds. The SSP Rating Tool is attached to this bulletin and can be obtained from the ADOH website at: www.housingaz.com/Forms & Handbooks. Contract Terms Contract time frames will not be restricted. Contracts entered into between successful applicants and ADOH will contain schedules reflective of the reasonable amount of time that will be required to undertake the proposed activity. In general projects should be complete within 24 months. The successful applicant must return contract documents with Mayor’s/Board Chair’s signature within ten days of their receipt. Contracts not returned within the specified time period will be terminated and funds will be reassigned to the next community. E‐Bulletin 05‐07 Issued 4‐30‐07 5 Maximum Grant Amount The maximum grant available under this notice is $300,000. Funds unexpended at contract termination shall be returned to ADOH. Selection Notification ADOH anticipates notifying all applicants within 60 days of receiving the application as to whether they will be funded or not. Applicants approved for funding must be prepared to initiate projects within 30 days of notification. Upon request, both funded and unfunded applicants will have the opportunity to review their application’s scoring with ADOH staff, in order to increase their competitiveness in subsequent application and funding processes. Arizona Department of Housing 1110 W. Washington, Suite 310 Phoenix, AZ 85007 Telephone (602) 771‐1000 Facsimile (602) 771‐1002 TDY (602) 771‐1001 www.housingaz.com E‐Bulletin 05‐07 Issued 4‐30‐07 6 Arizona Department of Housing 2007 Information Bulletin REGARDING PROGRAMS: Technical Assistance REGARDING FUNDING SOURCES: Housing Trust Fund INFORMATION BULLETIN No 07‐07 Issued: July 11, 2007 RE: The Drachman Institute Technical Assistance This is electronic Information Bulletin No. 07‐07, designed to provide important information to communities, contractors, recipients, etc. receiving funding through the Arizona Department of Housing. If you haven’t already done so, please email us at programs@housingaz.com and let us know if you wish to be placed on or removed from the emailing list. The Drachman Institute Technical Assistance Grant The Arizona Department of Housing is once again partnering with the University of Arizona’s Drachman Institute on a project that will allow Drachman Institute to providing housing needs assessments, strategic plans, housing design, workshop participation, training and consultation services, as well as participation in the annual Affordable Housing Institute and the Governor’s Housing Forum. In FY2008, Drachman Institute will work with six communities or nonprofits to provide some of the above referenced services for specific projects. ADOH will be issuing a notice on a selection process for participating projects shortly. For more information on this opportunity contact Karia Basta at (602) 771‐1000 or kariab@housingaz.com. An application including instructions is attached to this Bulletin. Applications will be accepted beginning July 15, 2007. Arizona Department of Housing 1110 W. Washington Avenue, Suite 310 Phoenix, AZ 85007 Telephone (602) 771‐1000 Facsimile (602) 771‐1002 TDY (602) 771‐1001 www.housingaz.com ADOH Drachman Institute Technical Assistance Application Arizona Department of Housing Application for Services from The Drachman Institute State of Arizona Arizona Department of Housing 1110 West Washington Street, Suite 310 Phoenix, Arizona 85007 Telephone: (602) 771‐1000 Facsimile: (602) 771‐1002 TTY: (602) 771‐1001 ADOH Drachman Institute Technical Assistance Application Arizona Department of Housing – Application for the services of The Drachman Institute This application is to be used to apply for technical assistance services provided by The Drachman Institute made possible by a grant from Arizona Department of Housing during State FY 2008 (from July 1, 2007 through June 30, 2008). Drachman’s services are intended to provide our customers with assistance in planning and developing affordable housing for low and moderate income families. Other requirements apply – see pages 4‐6. This Drachman service contract is administered through the Arizona Department of Housing (ADOH). Questions regarding this application should be referred to Karia Basta at 602‐ 771‐1085. Title II of the Americans with Disabilities Act prohibits discrimination on the basis of disability in the programs of a public agency. Individuals with disabilities who need the information contained in this publication in an alternate format may contact Joy Johnson at (602) 771‐1026 or our TTY number, (602) 771‐1001 to make their needs known. Requests should be made as soon as possible to allow sufficient time to arrange for the accommodation. 2 ADOH Drachman Institute Technical Assistance Application APPLICATION INSTRUCTIONS The Roy P. Drachman Institute, a public service/community outreach arm of the College of Architecture and Landscape Architecture (CALA) of The University of Arizona, is offering its skills and knowledge in architecture, planning, landscape architecture, and urban design to projects that benefit low and moderate income individuals and/or communities. This application is for cities, towns, counties, tribal governments, and non profits that meet the selection criteria. Funding for planning and design assistance under this application is provided by the Arizona Department of Housing’s Housing Trust Fund. All housing projects/programs must be designed to benefit low‐income households at or below 80% of the area median income. The work of the Drachman Institute targets the development of demographically diverse neighborhoods, rich in environmental amenities and built from good‐quality, well‐designed, regionally‐appropriate housing that conserves land, energy, and water. It is their contention that the cornerstone of this work is to have good quality and innovative architectural design and technology, sensible community planning, and a landscape architecture that fosters beautiful and healthy private and public space. Previous planning and design assistance provided by the Drachman Institute through this program has resulted in a housing assessment and analysis of existing housing conditions for the City of Globe and the Town of Miami in southwestern Gila County. In addition, through this program, the Institute has conducted a housing assessment and developed a strategic plan for the Cities of Holbrook and Winslow in Navajo County. Also, Camp Verde in Yavapai County and Shonto on the Navajo Reservation are currently benefiting from the work conducted by the Institute. Projects will be selected based on the selection criteria listed below. All decisions are at the sole discretion of the Arizona Department of Housing (ADOH). ADOH’s decisions on whether or not a project is fundable and whether or not all contingencies and conditions for funding have been met are final. Selection for working with the Drachman Institute does not guarantee further financing from ADOH for project implementation. Types of Assistance Technical assistance services from the Drachman Institute include: ƒ ƒ ƒ Housing needs assessments Strategic plans related to affordable housing development Housing design The Drachman Institute cannot provide construction documents or engineering advice. The Drachman Institute’s services will be provided in a manner most appropriate for the proposed outcome. The appropriate manner of assistance will be determined by the State and The Drachman Institute in the selection process. Eligible Applicants Only the entities listed below are eligible to apply for Drachman’s services under this program: 3 ADOH Drachman Institute Technical Assistance Application ƒ ƒ ƒ ƒ ƒ Units of local government, including cities, towns and counties Tribal governments, tribally designated housing entities, and housing authorities Public Housing Authorities Non‐profit Agencies (agencies must hold valid documentation from the I.R.S. of non‐profit status) State‐certified Community Housing Development Organizations (specially formed non‐ profits) Technical Assistance ADOH technical assistance to entities developing applications for Drachman’s services is limited to general information about the application, an explanation of the selection process, and a verbal assessment of whether or not the proposed project concept would be generally acceptable for Drachman’s services. The State cannot preview an application prior to submittal. Questions should be directed to Karia Lee Basta at (602) 771‐1085. Submission Deadlines The State will begin accepting applications on July 15, 2007. Applications will be accepted during regular business hours, Monday through Friday, 8:00 a.m. – 5:00 p.m. (excluding State holidays.) Until all slots are filled, applications will be accepted on a first‐come, first‐serve basis. Applications will receive an initial review and additional information may be requested if necessary for the State to make its final decision. Applicants should not assume they have been selected based on ADOH’s request for additional information. Once additional information has been requested, the State will discontinue its review of the application and will not consider the application further until the applicant has responded in full to all requests for additional information. Additionally, the State makes no guarantee that a slot will still be available at the time additional information is submitted. Therefore, it is in the applicant’s best interest to provide as much detailed information as possible about the proposed project in the initial submission in order to minimize the need ADOH to request additional information. The State will not make firm commitments to any project or program application submitted until the State, in its sole discretion, has determined that the applicant has adequately responded to all outstanding questions Applications must be mailed or hand delivered to: Attn: Karia Lee Basta Arizona Department of Housing 1110 West Washington Street, Suite 310 Phoenix, AZ 85007 Applications will be processed in the order they are received by the department (not the date they are postmarked). All applications arriving on the same day will be considered to have arrived at the same time. Six projects will be selected. Again, if additional information is requested by the State, the application will lose its place in the queue and will not be reinstated for review until the information has been provided in full. The department will make every effort to make its decisions within a reasonable amount of time (typically 30 days). If the State requests additional information then this timeline will be extended accordingly. All applicants will be notified by mail regarding decisions and the department requests that applicants refrain from calling the department to inquire about decisions within the 30 day review period. 4 ADOH Drachman Institute Technical Assistance Application Threshold Review Each and every application submitted will be checked against a set of minimum threshold requirements. The threshold review will determine whether or not the application can proceed to the full review process. Threshold review criteria include: 1. The application package submitted is complete. 2. The applicant is eligible to apply for funding. 3. The type of project proposed is eligible to receive assistance from The Drachman Institute. Full Review Criteria If a project passes the threshold requirements above, it will be reviewed for final selection based on the following criteria: 1) Will the project being proposed for technical assistance ultimately serve the needs of low and moderate income individuals/neighborhoods and/or communities? 2) Will the technical assistance effort involve community participation? 3) Does the applicant have the experience and ability to bring the project to fruition after the technical assistance is provided? 4) Can the technical assistance effort be completed within 10 months? 5) Is there likelihood that funding will be available? 6) There is a reasonable expectation that the project is feasible and could be brought to fruition. ADOH reserves the right to select projects that ensure geographic and project‐type diversity. All applications that pass the threshold review but are not chosen will remain on file until the end of the fiscal year. If an application is not chosen for Drachman assistance during the fiscal year in which it is submitted, the applicant must resubmit in the next or later fiscal year in order for the application to be considered. Local Government/Community Support Government entities applying for The Drachman Institute’s services must adopt a resolution. For other entities, the local government in which the project is to be located will be required to provide a written response that it is not opposed to the proposed project. The written response does not have to be part of the application but it must be received before the consulting process is begun. The State may decline to fund any application to which the local government does not concur its support. While not required, it is usually in the applicant’s best interest to notify the local government of intent to submit an application in order to garner their support prior to their being notified by the State. Past Recipients of services from The Drachman Institute Applications of previously assisted entities may be reviewed if the maximum number of projects has not been selected within the first 90 days of the review process. Application Format Applications must be typewritten or computer generated. Applicants are asked not to revise these forms in any way. Electronic copies are available upon request in Word format only. 5 ADOH Drachman Institute Technical Assistance Application Application material must be: • 8 ½ x 11 format • Arial Font 12 point The following items must be tabbed as follows: A. Cover letter. Describe the idea briefly in a cover letter. This is your chance to describe your proposed project, highlighting any unique features of your proposal that you would like to emphasize or that may not be covered elsewhere in the application. B. Applicant Information Form. Complete and include the applicant form. C. Proof of Non‐Profit Status. If you are a non‐profit (non‐CHDO), you must provide a copy of your non‐profit ruling from the Internal Revenue Service. If your status is pending, you are not yet an eligible applicant. D. Narrative Description. All applications must provide a narrative of no more than five (5) pages that addresses all of the information requested on the instructions found on Attachment 3. E. Application Forms. Complete and include these pages. F. Government Approval Letter. All local governmental applicants must have a letter concurring with the project and offering support; signed by the Mayor. One Copy of the Completed Application Applicants must complete their application package as described under Application Format (above), completing all required sections and required supporting documentation, submitting one original. Incomplete applications or applications missing documentation may not be accepted for review. This application and any subsequent revisions or clarifications, if approved, will become part of the Scope of Work and Work Plan with The Drachman Institute. Index of Attachments in this document Below is a list of attachments to this document. Some of the attachments simply give more explicit directions on documents that you must include as a Tab (e.g., Narrative Description Instructions.) Some of these attachments are actual forms which you will need to complete and submit as tabs with your application as described under Required Documentation (Tabs) above. 1. Threshold Checklist. This is for your information only. Do not include in application packet. 2. Applicant Information Instructions. This attachment provides the basic information on the agency applying. Place narrative at Tab B 3. Narrative Description. This attachment provides the outline on what to include in your narrative. Place Narrative at Tab D. 4. Application Forms. This attachment provides information regarding targeted populations and Project Team. Place at Tab E. 5. Governmental Approval Letter. All local governmental applicants must include an approval letter from their governing body, signed by the Mayor at Tab F. 6 ADOH Drachman Institute Technical Assistance Application Application for Services from the Drachman Institute ATTACHMENTS 1‐5 7 ADOH Drachman Institute Technical Assistance Application ATTACHMENT 1 Program Responsiveness Threshold Checklist This checklist is for your use. Please do not include it in your application package. Program Responsiveness Thresholds relate to regulatory or State program policy compliance issues and as such are not open for negotiation. Applications that do not meet the following thresholds will not receive any further review. Applications that are returned due to non‐responsiveness to these thresholds may be re‐submitted at a later deadline if applicants are able to bring their projects into compliance with these requirements. 1. The application package submitted is complete. The information provided is in the correct format. No items as outlined in the Application Instructions are missing. 2. The applicant is eligible to apply for funding. (See Application Instructions, pg. iii) 3. The type of project proposed is eligible to receive assistance from The Drachman Institute. (See Application Instructions, Threshold Review, pg. iv) 8 ADOH Drachman Institute Technical Assistance Application ATTACHMENT2 Applicant Information APPLICANT TYPE OF APPLICANT State Certified CHDO Contact Name Non‐Profit (non CHDO) Contact Title Mailing Address Local Government Street Address (if different from mailing Tribal Entity City/State/Zip PHA Email Address Other Telephone No. Fax No. 9 ADOH Drachman Institute Technical Assistance Application ATTACHMENT 3 Narrative Description Instructions: This page provides an outline and instructions on the narrative description that must be included in every application for services from the Drachman Institute. The completed narrative should be included in the application at Tab D. Each narrative should be identified by letter (i.e., A. Project/Program Description) and each page should be numbered at the bottom. Narrative may be no longer than five typewritten pages. Please respond to all of the following: A. Project/Program Description: • B. Briefly describe the process used to determine the current (within 18 months) need in the community or neighborhood that the proposed project will be endeavoring to address. . • What has been done thus far to address this need? • What specific work do you need the Drachman Institute to do? Project Deliverables: What work products do you expect from the Drachman Institute? C. Explain Use: Explain how information obtained from the Drachman Institute will be used. (i.e. how do you envision moving the project forward after the Institute has completed its work with you?) D. Community Support: • Describe existing support for the project you are proposing (e.g. elected officials, business community, faith community, others). • List funding available to implement plan and list funding that will be applied for. 10 ADOH Drachman Institute Technical Assistance Application ATTACHMENT 4 Application Forms Instructions: These pages must be completed and be included in every application for services from the Drachman Institute. The completed information should be included in the application at Tab E. Each page should be numbered at the bottom. Please respond to all of the following: In order to qualify for this service the proposed project must be intended to serve low‐income households (80% AMI or below). If you know the number of proposed units or households to be served and the intended audience, indicate a breakdown below. If this information has not yet been determined, you must certify, by checking the box below, that the project will be targeted for low‐income households. The proposed project will be set aside for low‐income households as defined above. Applicants should break down their targeted populations by income levels, IF THIS INFORMATION IS KNOWN. Number of Units/Households in Total Project Households at or below 50% of AMI Households at or below 60% of AMI Households at or below 80% of AMI Total Number of Units/Households in Project: PROJECT TEAM: List staff who will be working on this activity with ADOH and the Drachman Institute. Project Manager Name Company Address Telephone Number Fax Number Email Address Job duties on this project 11 ADOH Drachman Institute Technical Assistance Application Project Manager Name Company Address Telephone Number Fax Number Email Address Job duties on this project Team Member Name Company Address Telephone Number Fax Number: Email Address Job duties on this project Team Member Name Company Address Telephone Number Fax Number Email Address Job duties on this project 12 ADOH Drachman Institute Technical Assistance Application Team Member Name Company Address Telephone Number Fax Number Email Address Job duties on this project Team Member Name Company Address Telephone Number Fax Number Email Address Job duties on this project Team Member Name Company Address Telephone Number Fax Number Email Address Job duties on this project 13 ADOH Drachman Institute Technical Assistance Application Team Member Name Company Address Telephone Number Fax Number Email Address Job duties on this project 14 ADOH Drachman Institute Technical Assistance Application ATTACHMENT 5 Government Approval Letter All governmental applicants (towns, cities, counties, tribal governments) must submit a letter from an authorized official indicating support for the proposed project. The letter must be included in the application as Tab E. 15 Arizona Department of Housing 2007 Information Bulletin REGARDING PROGRAMS: Rental Development REGARDING FUNDING SOURCES: Low Income Housing Tax Credits (LIHTC) INFORMATION BULLETIN No 08‐07 Issued: October 4, 2007 RE: 2008 LIHTC QUALIFIED ALLOCATION PLAN FOCUS MEETINGS The Arizona Department of Housing (ADOH) has scheduled two focus group meetings to allow comments on the Arizona 2008 LIHTC Qualified Allocation Plan DRAFT. The dates, locations and times of the focus group sessions are as follows: Phoenix Tucson Carnegie Library* Main Floor 1101 W. Washington Phoenix, AZ 85007 October 23, 2007 10:00 ‐ 11:30 am (602) 771‐1030 Lisa Roth Community Resource Center (Sentinal Building) Sabino / Rillito Room 320 N. Commerce Park Loop Tucson, AZ 85745 October 25, 2007 11:00 – 12:30 pm (520) 791‐4171 Noeme Santana ADOH must adopt a Qualified Allocation Plan (QAP) that sets forth the methods, criteria, preferences, and priorities that will be used to select projects that receive tax credits. Any sub‐ allocation or set‐asides of tax credits also are part of the allocation plan. Before allocation plans are adopted a public hearing of the plan must be held. The Public Hearing has been scheduled for: Phoenix Capitol Building ‐ Executive Tower 2nd Floor Governor’s Conference Room 1700 W. Washington Phoenix, AZ 85007 November 27, 2007 2:00 pm Lisa Roth (602) 771‐1030 Click here to view the 2008 Draft LIHTC Qualified Allocation Plan. *Attendees may park in the parking garage at 1110 W. Washington in the visitors parking area. Street parking around the Carnegie Library Park area is also available. Arizona Department of Housing 1110 W. Washington Avenue, Suite 310 Phoenix, AZ 85007 Telephone (602) 771‐1000 Facsimile (602) 771‐1002 TDY (602) 771‐1001 www.housingaz.com The Arizona Department of Housing 2007 Information Bulletin REGARDING PROGRAMS: Homeownership New Development Permanent and Transitional Rental Housing Owner Occupied Housing Rehabilitation Owner Occupied Housing Emergency Repair REGARDING FUNDING SOURCES: State Housing Fund INFORMATION BULLETIN No. 09‐07 ISSUED: December 17, 2007 RE: Suspension of Funding Availability for Rental and Homeownership projects SUSPENSION OF FUNDING AVAILABILITY Due to the announcement of State of Arizona budgetary deficits, and the uncertainty regarding the availability of funding, all further remaining application rounds as described in the FY2008 State Housing Fund Program Summary and Application Guide, Chapter 2, Section 2.2 have been suspended. Applications that have already been submitted to ADOH for review are expected to receive commitments of funding if determined to be eligible. Should funding become available during this fiscal year, the Arizona Department of Housing will issue a Notice of Funding Availability (NOFA) specific to project type and available funding amounts. Additionally, applications for the Tribal Housing Set‐Aside will continue to be accepted until further notice. For further information please contact our Technical Assistance Division at: (602) 771‐1000 or info@housingaz.com. Arizona Department of Housing 1110 W. Washington, Suite 310 Phoenix, AZ 85007 Telephone (602) 771‐1000 Facsimile (602) 771‐1002 TDY (602) 771‐1001 www.housingaz.com 1 The Arizona Department of Housing 2007 Information Bulletin REGARDING PROGRAMS: RENTAL REGARDING FUNDING SOURCES: Low‐Income Housing Tax Credits and State Housing Funds (federal HOME and/or State Housing Trust Funds). INFORMATION BULLETIN No. 10‐07 ISSUED: December 21, 2007 RE: Contact information for rental properties developed with ADOH resources The following pertains to all rental properties assisted with funding through ADOH, including properties assisted with Low‐Income Housing Tax Credits, State Housing Funds (federal HOME funds and/or State Housing Trust Funds), as well as multi‐family bond applications filed in order to meet State public hearing requirements. Now in its sixth year of operation, the Arizona Department of Housing (ADOH) has annually increased the number of rental properties to its portfolio of assisted properties. As a result, and to better service our customers, we have expanded the number of staff and different divisions working on issues to assist properties with development, long‐term compliance, loan repayment and asset management issues. In order to assist developers, property owners and managers with making the right contacts for issues related to their ADOH‐ assisted rental properties we are providing this clarification memorandum. Rental Development Division Randy Archuleta, Administrator (602) 771‐1031 randya@housingaz.com Julie Barrett, Manager (602) 771‐1032 julieb@housingaz.com All matters related to pre‐application questions, applications for financing and all issues occurring during the project development phase, up until the time properties are placed in service (and if a LIHTC project, receive an I.R.S. Form 8609 and/or if the project includes a financing contract for State Housing Funds, the contract has received a letter of conditional closure), should continue to be directed to the Rental Development division. This includes, but is not limited to matters pertaining to: • Applications for funding or tax credits • Applications for multi‐family bonds in meeting State public hearing requirements • Offers of funding or tax credits; contract negotiation issues • Questions pertaining to funding denials or deficiencies • State Housing Fund contract issues • Property inspections for properties not yet placed in service • Requests for Funds under contract • LIHTC Carryover Agreements • Requests for I.R.S. Form 8609 1 Once a project has been placed in service, received its I.R.S. Form 8609 (if a LIHTC project) and/or its State Housing Fund contract has been conditionally closed, future inquiries relating to on‐going compliance and other non‐development related issues should be directed as follows: Housing Compliance Division Renee Serino, Administrator (602) 771‐1071 renees@housingaz.com All matters related to meeting property standards and beneficiary requirements as outlined in Land Use Restrictions (LURAs) and Declarations of Conditions of Covenants and Restrictions (CC&Rs) should be directed to the Housing Compliance Division. This includes, but is not limited to matters pertaining to: • Property inspections for properties that have been placed in service and subsequent follow up correspondence • Annual Reporting requirements for properties assisted with LIHTC, HOME or Housing Trust Funds • Questions relating to on‐going property compliance issues • Filing of I.R.S. Form 8823 • Update owner, management and site contact information after property has been placed in service Asset Management Division Marianne Marinucci, Manager (602) 771‐1094 mariannem@housingaz.com All matters related to loan servicing and the on‐going financial viability of ADOH‐assisted properties should be directed to the Asset Manager. This includes, but is not limited to matters pertaining to: • Filing of financial reports including Annual Audited Financials, Budgets, Capitalized Operating and Replacement Reserve Accounts, K1’s and I.R.S. Form 8825’s, etc. • Requests for loan restructuring and payment modifications • All questions regarding ADOH loans to rental properties Risk Assessment Division Stuart Kritzer, Senior Risk Assessment Officer The Risk Assessment Division provides internal project risk analysis and underwriting services for all LIHTC, bond and State Housing Fund applications submitted to ADOH. Since this division strictly provides advice internal to the agency, and is not able to provide general technical assistance, it is strongly advised that developers and other applicants call the Rental Development Division directly. Arizona Department of Housing 1110 W. Washington, Suite 310 Phoenix, AZ 85007 Telephone (602) 771‐1000 Facsimile (602) 771‐1002 TDY (602) 771‐1001 www.housingaz.com 2