Arizona Department of Housing 2012 Information Bulletin REGARDING PROGRAMS: STATE HOUSING FUND (SHF) and COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) REGARDING FUNDING SOURCES: HOME, Housing Trust Fund and CDBG INFORMATION BULLETIN No. 03‐12 ISSUED: RE: January 25, 2012 STATE HOUSING FUND PROGRAM and COMMUNITY DEVELOPMENT BLOCK GRANT INCOME and RENT LIMITS EFFECTIVE February 9, 2012 Attached are the 2012 income limits for the State Housing Fund (HOME and Housing Trust Fund) and Community Development Block Grant (CDBG) programs as well as the rent limits that apply to the State Housing Fund Program only. These income and rent limits are effective February 9, 2012. The tables are also available for download on the Forms & Handbooks page of our website, www.azhousing.gov. 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.azhousing.gov 2012 ARIZONA INCOME LIMITS State of Arizona -- State Housing Fund and CDBG Programs ARIZONA COUNTIES HOME, HTF and CDBG Program Income Limits Revised 1/23/12 1 PERSON 2 PERSON 3 PERSON 4 PERSON 5 PERSON 6 PERSON 7 PERSON 8 PERSON + Flagstaff, AZ Coconino County MEDIAN HOUSEHOLD 30% 50% (Very Low-Income) 60% 80% (Low-Income) 13200 22050 26460 35250 15100 25200 30240 40300 17000 28350 34020 45350 18850 31450 37740 50350 20400 34000 40800 54400 21900 36500 43800 58450 23400 39000 46800 62450 24900 41550 49860 66500 Lake Havasu City-Kingman, AZ Mohave County MEDIAN HOUSEHOLD 30% 50% (Very Low-Income) 60% 80% (Low-Income) 10750 17950 21540 28700 12300 20500 24600 32800 13850 23050 27660 36900 15350 25600 30720 40950 16600 27650 33180 44250 17850 29700 35640 47550 19050 31750 38100 50800 20300 33800 40560 54100 Phoenix-Mesa-Glendale, AZ Maricopa - Pinal Counties MEDIAN HOUSEHOLD 30% 50% (Very Low-Income) 60% 80% (Low-Income) 13950 23250 27900 37200 15950 26600 31920 42500 17950 29900 35880 47800 19900 33200 39840 53100 21500 35900 43080 57350 23100 38550 46260 61600 24700 41200 49440 65850 26300 43850 52620 70100 Prescott, AZ Yavapai County MEDIAN HOUSEHOLD 30% 50% (Very Low-Income) 60% 80% (Low-Income) 12150 20200 24240 32350 13850 23100 27720 36950 15600 26000 31200 41550 17300 28850 34620 46150 18700 31200 37440 49850 20100 33500 40200 53550 21500 35800 42960 57250 22850 38100 45720 60950 Tucson, AZ Pima County MEDIAN HOUSEHOLD 30% 50% (Very Low-Income) 60% 80% (Low-Income) 12700 21150 25380 33850 14500 24200 29040 38650 16300 27200 32640 43500 18100 30200 36240 48300 19550 32650 39180 52200 21000 35050 42060 56050 22450 37450 44940 59900 23900 39900 47880 63800 Yuma, AZ Yuma County MEDIAN HOUSEHOLD 30% 50% (Very Low-Income) 60% 80% (Low-Income) 9850 16450 19740 26250 11250 18800 22560 30000 12650 21150 25380 33750 14050 23450 28140 37500 15200 25350 30420 40500 16300 27250 32700 43500 17450 29100 34920 46500 18550 31000 37200 49500 : Apache County MEDIAN HOUSEHOLD 30% 50% (Very Low-Income) 60% 80% (Low-Income) 9850 16450 19740 26250 11250 18800 22560 30000 12650 21150 25380 33750 14050 23450 28140 37500 15200 25350 30420 40500 16300 27250 32700 43500 17450 29100 34920 46500 18550 31000 37200 49500 : Cochise County MEDIAN HOUSEHOLD 30% 50% (Very Low-Income) 60% 80% (Low-Income) 11750 19600 23520 31300 13400 22400 26880 35800 15100 25200 30240 40250 16750 27950 33540 44700 18100 30200 36240 48300 19450 32450 38940 51900 20800 34700 41640 55450 22150 36900 44280 59050 Effective February 9, 2012 SHF and CDBG/FY2012 Arizona Income Limits 2012 ARIZONA INCOME LIMITS State of Arizona -- State Housing Fund and CDBG Programs ARIZONA COUNTIES HOME, HTF and CDBG Program Income Limits Revised 1/23/12 1 PERSON 2 PERSON 3 PERSON 4 PERSON 5 PERSON 6 PERSON 7 PERSON 8 PERSON + : Gila County MEDIAN HOUSEHOLD 30% 50% (Very Low-Income) 60% 80% (Low-Income) 10300 17100 20520 27350 11750 19550 23460 31250 13200 22000 26400 35150 14650 24400 29280 39050 15850 26400 31680 42200 17000 28350 34020 45300 18200 30300 36360 48450 19350 32250 38700 51550 : Graham County MEDIAN HOUSEHOLD 30% 50% (Very Low-Income) 60% 80% (Low-Income) 10600 17650 21180 28200 12100 20150 24180 32200 13600 22650 27180 36250 15100 25150 30180 40250 16350 27200 32640 43500 17550 29200 35040 46700 18750 31200 37440 49950 19950 33200 39840 53150 : Greenlee County MEDIAN HOUSEHOLD 30% 50% (Very Low-Income) 60% 80% (Low-Income) 11700 19500 23400 31150 13400 22250 26700 35600 15050 25050 30060 40050 16700 27800 33360 44500 18050 30050 36060 48100 19400 32250 38700 51650 20750 34500 41400 55200 22050 36700 44040 58750 : La Paz County MEDIAN HOUSEHOLD 30% 50% (Very Low-Income) 60% 80% (Low-Income) 9850 16450 19740 26250 11250 18800 22560 30000 12650 21150 25380 33750 14050 23450 28140 37500 15200 25350 30420 40500 16300 27250 32700 43500 17450 29100 34920 46500 18550 31000 37200 49500 : Navajo County MEDIAN HOUSEHOLD 30% 50% (Very Low-Income) 60% 80% (Low-Income) 9850 16450 19740 26250 11250 18800 22560 30000 12650 21150 25380 33750 14050 23450 28140 37500 15200 25350 30420 40500 16300 27250 32700 43500 17450 29100 34920 46500 18550 31000 37200 49500 : Santa Cruz County MEDIAN HOUSEHOLD 30% 50% (Very Low-Income) 60% 80% (Low-Income) 9850 16450 19740 26250 11250 18800 22560 30000 12650 21150 25380 33750 14050 23450 28140 37500 15200 25350 30420 40500 16300 27250 32700 43500 17450 29100 34920 46500 18550 31000 37200 49500 Effective February 9, 2012 SHF and CDBG/FY2012 Arizona Income Limits 2012 PROGRAM RENT LIMITS State of Arizona -- State Housing Fund Programs HOME and Housing Trust Fund Program Rents ARIZONA COUNTIES Revised 1/23/2012 EFFICIENCY Flagstaff, AZ Coconino County 1 BEDROOM 2 BEDROOM 3 BEDROOM 4 BEDROOM 5 BEDROOM 6 BEDROOM LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 580 734 660 551 696 621 788 785 590 748 745 947 887 708 899 860 1085 1141 818 1030 960 1191 1439 912 1129 1059 1296 1655 1006 1227 1158 1401 1877 1100 1326 Lake Havasu City - Kingman Mohave County For information only: LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 516 615 599 448 564 553 666 659 480 605 663 788 768 576 728 768 965 1062 665 832 856 1056 1185 742 909 944 1147 1363 819 984 1034 1238 1541 896 1060 Phoenix, AZ Maricopa/Pinal Counties LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 583 666 619 581 736 625 776 721 623 790 750 936 870 747 949 866 1092 1267 863 1089 966 1199 1483 963 1195 1066 1304 1705 1063 1300 1165 1410 1928 1162 1404 LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 505 625 612 505 636 541 671 632 541 683 650 808 798 650 822 750 941 1163 750 941 837 1030 1198 837 1030 923 1118 1378 923 1118 1009 1207 1557 1009 1207 LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 528 570 570 528 668 566 670 670 566 716 680 860 860 680 862 785 987 1238 785 987 876 1081 1309 876 1081 966 1175 1505 966 1175 1057 1268 1702 1057 1268 For information only: For information only: Prescott, AZ Yavapai County For information only: Tucson, AZ Pima County For information only: Effective February 9, 2012 FY2012 SHF Program Rents 2012 PROGRAM RENT LIMITS State of Arizona -- State Housing Fund Programs HOME and Housing Trust Fund Program Rents ARIZONA COUNTIES Revised 1/23/2012 EFFICIENCY Yuma, AZ Yuma County For information only: : Apache County For information only: : Cochise County For information only: : Gila County For information only: : Graham County For information only: 1 BEDROOM 2 BEDROOM 3 BEDROOM 4 BEDROOM 5 BEDROOM 6 BEDROOM LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 426 535 519 411 514 456 574 613 440 552 548 691 732 528 664 633 789 1038 610 759 706 861 1272 681 828 779 931 1463 751 895 852 1002 1654 820 962 LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 411 447 424 411 514 440 544 519 440 552 528 647 614 528 664 610 759 852 610 759 681 828 1079 681 828 751 895 1241 751 895 820 962 1403 820 962 LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 490 524 484 490 616 525 607 561 525 662 630 762 704 630 797 726 912 972 726 912 811 998 1195 811 998 895 1082 1374 895 1082 978 1166 1554 978 1166 LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 450 564 487 427 535 481 606 570 458 575 577 729 750 550 692 667 834 1030 635 790 745 910 1061 708 863 821 986 1220 781 933 897 1061 1379 854 1004 LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 441 528 508 441 553 472 566 547 472 594 566 682 613 566 714 654 817 847 654 817 730 891 975 730 891 805 965 1121 805 965 880 1039 1268 880 1039 Effective February 9, 2012 FY2012 SHF Program Rents 2012 PROGRAM RENT LIMITS State of Arizona -- State Housing Fund Programs HOME and Housing Trust Fund Program Rents ARIZONA COUNTIES Revised 1/23/2012 EFFICIENCY : Greenlee County For information only: : La Paz County For information only: : Navajo County For information only: : Santa Cruz County For information only: 1 BEDROOM 2 BEDROOM 3 BEDROOM 4 BEDROOM 5 BEDROOM 6 BEDROOM LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 502 586 586 487 614 538 651 651 521 659 646 792 817 626 792 746 936 1123 723 906 832 1025 1270 806 991 918 1112 1461 890 1076 1004 1200 1651 973 1159 LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 411 514 564 411 514 440 552 565 440 552 528 664 678 528 664 610 759 959 610 759 681 828 988 681 828 751 895 1136 751 895 820 962 1284 820 962 LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 411 506 490 411 514 440 544 524 440 552 528 664 691 528 664 610 759 931 610 759 681 828 1103 681 828 751 895 1268 751 895 820 962 1434 820 962 LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 411 514 525 411 514 440 545 525 440 552 528 664 666 528 664 610 759 971 610 759 681 828 1000 681 828 751 895 1150 751 895 820 962 1300 820 962 Effective February 9, 2012 FY2012 SHF Program Rents The Arizona Department of Housing 2012 Information Bulletin REGARDING PROGRAMS: Rental Development REGARDING FUNDING SOURCES: Low Income Housing Tax Credit Program INFORMATION BULLETIN No. 17‐12 ISSUED: April 19, 2012 RE: 2012 Qualified Allocation Plan REMINDER: Upcoming Job Creation Threshold Deadline Pursuant to Section 2.9(I)(3)(c) of the 2012 Qualified Allocation Plan (the “QAP”), 2012 Low Income Housing Tax Credit Program Applicants (“Applicants”) must provide evidence of each of the following no later than May 1, 2012 at 4pm. 1. 2. 3. The Project’s final site plan, final plat approval or equivalent approval from the appropriate Local Government Agency; Evidence that civil engineering plans (including, but not limited to, grading, paving, water, sewer and utilities), and building plans (all building construction documents for the Project), have been submitted to the appropriate Local Government Agency; and Applicants must also provide Form 9, signed by the Project’s architect and civil engineer. Applicants should refer to the QAP for the complete details of the requirements for each item noted above. There will be no waivers or consideration granted by the Department with respect to any Job Creation threshold requirements, nor will any required deadlines be extended. In an effort to facilitate the document submission, Applicants will find a link to the Job Creation Supporting Documentation Portal on the Department’s website at http://www.azhousing.gov. An electronic upload will be considered an acceptable submission of the required documentation. Questions may be directed, in writing, to 2012_QAP_Comments@azhousing.gov. INFORMATION: Ruby Dhillon, Rental Programs Administrator (602) 771‐1031 ruby.dhillon@azhousing.gov. 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 2012 Information Bulletin REGARDING PROGRAMS: Community Development Block Grant (CDBG) REGARDING FUNDING SOURCES: CDBG INFORMATION BULLETIN No. 02-12 ISSUED: January 25, 2012 RE: CDBG Allocation by COG Region in Compliance with Program Year Annual Action Plan FY2011-2012 In compliance with the State of Arizona Consolidated Plan, FY 2010-2014 (Consolidated Plan), 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 2012, the COG allocation is as follows: CDBG Allocation by COG Region NACOG WACOG CAAG SEAGO Total Allocation to Rural COGs $ $ $ $ $ 2012 Allocation Amount 1,499,164 1,951,719 1,772,685 1,278,945 6,502,513 2012 Allocation Share 23.0551420% 30.0148470% 27.2615360% 19.6684750% Additionally as described in the Consolidated Plan, 10% of the State’s total CDBG allocation or $890,806 is set aside for eligible colonias projects and 15% of the adjusted allocation total or $1,147,502 is set aside for the state special projects funding. Both of these set-asides are competitive applications that will be announced through future Notices of Funding Availability. CONTACT: Kathy Blodgett Community Development and Revitalization Programs Administrator (602) 771-1000 Kathy.Blodgett@azhousing.gov 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.azhousing.gov 1 The Arizona Department of Housing 2012 Information Bulletin REGARDING PROGRAMS: Low Income Housing Tax Credit REGARDING FUNDING SOURCES: LIHTC INFORMATION BULLETIN No. 04‐12 ISSUED: January 30, 2012 RE: REVISIONS TO FORM 2 and FORM 7 in ADDITIONAL FORMS WORKBOOK Please note that the Department has made minor revisions to Form 2 and Form 7 of the 2012 LIHTC Additional Forms workbook which is a part of the 2012 LIHTC application. Please visit the following website: www.azhousing.gov, and download the updated forms prior to submitting your 2012 LIHTC application on March 1, 2012. Please email any questions regarding this notice to 2012_QAP_Comments@azhousing.gov. 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 2012 Information Bulletin REGARDING PROGRAMS: Community Development and Revitalization REGARDING FUNDING SOURCES: CDBG INFORMATION BULLETIN No. 05‐12 ISSUED: February 3, 2012 RE: Notice of Funding Availability for CDBG State Special Projects Competitive Funding NOTICE OF FUNDING AVAILABILITY (NOFA OR NOTICE) For FY 2012, the Arizona Department of Housing (ADOH) expects to allocate approximately $1,147,502.00 in Community Development Block Grant (CDBG) Program funds to State Special Projects (SSP). The FY 2012 SSP funds will be distributed in one competitive funding round and the application submission deadline is July 18, 2012 at 4 p.m. The Application Process for the SSP funding allocation is described in the CDBG Application Handbook (revised January 2009) with any changes or additional requirements outlined in this Notice. The CDBG Application Handbook and SSP Rating Forms (the Rating Tool and the Completeness Review Form) can be obtained from the ADOH website at: http://www.azhousing.gov/ShowPage.aspx?ID=449&CID=16 CHANGES FROM FY2011 There is a significant project eligibility change from the FY2011 SSP application round. The change is as follows:  Project Eligibility: Only those activity types listed on Appendix B of the State of Arizona FY2011 Action Plan with a priority ranking of “High” or “Medium” for the categories listed below will be eligible to apply for CDBG SSP funding. Projects listed as a “Low” priority and those not listed will not be eligible to apply for funding. Applicants unsure of an activity’s eligibility are encouraged to contact ADOH staff to discuss the project. A copy of the Appendix B can be found in the FY2011 Final Action Plan on the ADOH Website at: http://www.azhousing.gov/ShowPage.aspx?ID=137&CID=15 E‐Bulletin 05‐12 Issued 2/3/12 1 Eligible Categories are as follows:  Public Facilities and Improvements  Community/Supportive Housing Facilities  Housing  Economic Development  Application Thresholds: Threshold requirements have changed. There are general thresholds that apply to every application and thresholds that are project specific. Applications must meet both general and project specific thresholds in order to be eligible for scoring. Any application that does not meet all applicable threshold requirements will not be competitively scored and will be denied for funding. Please review Part I of the ADOH CDBG SSP Rating Tool FY2012. The rating tool can be obtained from the ADOH website at: http://www.azhousing.gov/ShowPage.aspx?ID=449&CID=16  Scoring: The competitive scoring criteria have changed. There is now a minimum score requirement of 70 points. Any applications not scoring the minimum 70 points will not be considered for funding. Please review Part II, III & IV of the ADOH CDBG SSP Rating Tool FY2012 carefully. The rating tool can be obtained from the ADOH website at: http://www.azhousing.gov/ShowPage.aspx?ID=449&CID=16 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 tribal lands and the cities of Flagstaff, Prescott and Yuma. • All of Arizona’s counties except Maricopa and Pima Counties. Eligible Activities Any eligible CDBG activity listed on Appendix B of the State of Arizona FY2011 Annual Action Plan under the categories of Public Facilities and Improvements; Community/Supportive Housing Facilities; Housing; and Economic Development with a priority ranking of “High” or “Medium” can be undertaken with State Special Projects (SSP) Account. Activities must meet a CDBG National Objective. Applicants unsure of an activity’s eligibility are encouraged to contact ADOH staff to discuss the project. Eligible activities should be ready to begin implementation within 30 days of execution of the Funding Agreement, and must anticipate completion within the self‐determined and approved contract timeframe, generally not to exceed 24 months. E‐Bulletin 05‐12 Issued 2/3/12 2 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 Section 6 of the CDBG Application Handbook (Rev. January 2009). Applications that are not complete and do not contain the following items will be rejected. For all applications: • The activity meets one of the three national objectives: o Low‐to‐Moderate Income Benefit o Slum/Blight o Urgent Need • At least 70% of all SSP funds must benefit persons of low and moderate income. • Slum/Blight and Urgent Needs activities are capped at a maximum of 30% of the total CDBG allocation per year. Applicants proposing Slum/Blight or Urgent Need projects must notify the Department in advance for approval of the submission of a Slum/Blight or Urgent Need project application. Slum/Blight projects must address one or more of the conditions indicated in the applicant’s resolution as the reason for designation of the target area as Slum/Blight. • Environmental Review Record: Both new and re‐evaluation requests must be reviewed and approved by ADOH prior to submittal of an SSP Application. o All applications must include the project specific E‐13 Authority to Use Grant Funds issued by ADOH with an issuance date prior to submission of the SSP application. o For Environmental Review Records subject to re‐evaluation, ADOH will issue a written notification of approval. Applications must include a copy of this notification of approved re‐evaluation as well as a copy of the original E‐13. o Please see the ADOH Environmental Review Handbook available on our website at http://www.azhousing.gov/ShowPage.aspx?ID=387&CID=16 • Applicant must submit extensive public participation information demonstrating they held at least two (2) public hearings including: ads, postings, P2 and P4 affidavits, meeting minutes and sign in sheets from each meeting/hearing, and a list of all projects discussed. • Applicant must submit detailed cost estimates and budgets for both administrative and project funding that have been carefully considered to maximize the potential of CDBG funds. • Applicant must provide documentation evidencing a clearly‐defined and appropriate Service Area for the project (e.g. project maps, census data, surveys, appropriate/complete application forms etc.). E‐Bulletin 05‐12 Issued 2/3/12 3 For Public Facilities and Improvements: • Eligible activities are: o Water System Improvements o Wastewater System Improvements o Road/Street Improvements o Flood and Drainage Improvements o Other Public or Privately Owned Utilities • Applicant must submit complete construction plans and specifications including evidence of approved by the appropriate department at the local government level • Applicant must submit proof of site control. • Applicant must submit final engineering design drawings, signed and certified. • Applicant must submit a 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. • Applicant must include copies of all applicable permits (e.g. zoning, building, Army Corps of Engineers) or letters from the appropriate bodies stating these permits will likely be approved within 30 days of award notification. In the event that permits are not applicable (i.e. work performed by city staff in the right of way owned by the city) the applicant must provide a detailed written explanation of why permits are not applicable to the project. • Applicant must submit evidence of proper zoning for the project type from the appropriate planning and/or zoning dept. • Cost estimates have been signed and certified by an Architect, Engineer or Contractor. For Community/Supportive Housing Facilities: • Eligible Activities are: o ADA/ROB Improvements – as a standalone activity for any community/supportive housing facility (including parks, playgrounds, libraries, youth centers, community centers, etc.) o Senior Centers o Food Banks o Physical or Psychological Disabilities Facilities o Homeless Facilities o Supportive Housing Facilities (DV shelters, halfway houses, housing for disaster victims, hospitals etc.) • Applicant must submit complete construction plans and specifications with detailed drawings of the final product. • Applicant must submit documentation demonstrating that the applicant or subrecipient owns the land in question with no restrictive agreements attached to the land. • Applicant must provide a list of qualified bidders selected for solicitation and statement certifying that the local government or subrecipient will select vendors thru a competitive procurement process compliant with CDBG guidelines. • Cost Estimates have been signed and certified by an Architect, Engineer or Contractor. E‐Bulletin 05‐12 Issued 2/3/12 4 • Applicant must include copies of all applicable permits (e.g. zoning, building, Army Corps of Engineers) or letters from the appropriate bodies stating these permits will likely be approved within 30 days of award notification. In the event that permits are not applicable (i.e. work performed by city staff in the right of way owned by the city) the applicant must provide a detailed written explanation of why permits are not applicable to the project. For Housing: • Eligible activities are: o Owner Occupied Housing Rehabilitation o Rental Housing Rehabilitation o Lead‐based Paint Evaluation or Reduction • Applicant must provide a copy of the wait list of income qualified homeowners/tenants that is signed by the CDBG Contact to support need. Wait list must include household name, address, size, AMI% and race/ethnicity information. • Applicant must submit a copy of the community’s Housing Rehab Guidelines (HRGs) AND a copy of the ADOH document approving the HRGs. HRG’s therefore must be reviewed and approved by ADOH prior to submission of an SSP application. HRG’s must have incorporated energy efficiency retrofitting policies and procedures. • Applicant must submit evidence that the community’s HRGs have been adopted by its governing body via a resolution or meeting minutes. • Applicant must submit a copy of the initial inspections (HQS or equivalent) for each of the units to be assisted. • If Rental Rehab: applicant must include documented evidence the landlord has site control. • If Rental Rehab: applicant must submit a copy of the agreement between the landlord and the local government to rent a certain percentage of units to L/M income households. For Economic Development Assistance: • Eligible activities are: o Direct Assistance to For‐profit Businesses o Economic Development Services o Micro‐enterprise Assistance to Businesses • Applicant must submit a list of qualified business owners to be assisted. • Applicant must provide letters from the assisted businesses agreeing to create or retain jobs and comply with CDBG requirements for economic development activities. • Applicant must provide evidence that the activities proposed are financially feasible. • If infrastructure/construction project: cost estimates have been certified by an Architect, Engineer or Contractor. E‐Bulletin 05‐12 Issued 2/3/12 5 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. All documented evidence of Public Participation process where the project for this SSP application was selected must be submitted. Please refer to the CDBG Application Handbook: http://www.azhousing.gov/ShowPage.aspx?ID=387&CID=16 Selection of Project Awards Projects will be selected for SSP funding by a competitive process through which applications are scored. Applications that have met all applicable threshold requirements with be competitively scored with the highest scoring applications receiving awards until available funds are exhausted. Scored applications will be kept on file for one year and the next highest scoring application will be funded only if funding becomes available through recapture or de‐obligated CDBG funds sufficient to award the additional project. The goals of the rating system are as follows: • Ensure fairness in competition for the grants; • Increase the objectivity of the reviews; and • Provide grantees with more information on how to write a competitive application. The application rating system places additional emphasis on: targeting the most low‐ moderate income people and communities; determining the need for the activity; past performance of the applicant and/or administrating agency; and cost effectiveness of the project. The SSP Rating Tool and a completeness review form can be obtained from the ADOH website at: http://www.azhousing.gov/ShowPage.aspx?ID=449&CID=16 Please review this NOFA, the rating tool, completeness form, and the CDBG Grant Application Review Forms (pp. 183‐210 of the CDBG Application Handbook) to ensure that your application has supplied all relevant information under each criterion and may obtain the maximum points available to your type of project. Selection Notification ADOH anticipates notifying all applicants within 90 days of application deadline as to whether they will be funded or not. Applicants approved for funding should 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. E‐Bulletin 05‐12 Issued 2/3/12 6 Maximum Grant Amount The maximum grant available including administrative funding under this notice is $300,000. Funds unexpended at contract termination shall be returned to ADOH. Contract Terms Funding Agreements 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. The maximum timeframe for project completion is 24 months. The successful applicant must return Funding Agreement documents with Mayor’s/Board Chair’s signature within 30 days of their receipt. Funding Agreements not returned within the specified time period will be terminated and funds will be reassigned to the next highest scoring applicant. ADOH will terminate any Funding Agreement and recapture funds from the same Funding Agreement in which the Recipient does not commence any of the activities described in the Scope of Work (Attachment A) or fails to expend any funds in accordance with the Budget (Attachment C) within One hundred eighty (180) calendar days from the full execution date of the Funding Agreement. APPLICATION TIMELINE The following is a listing of key dates in the application and funding process: Application Handbook release: January 2009 NOFA release: February 1, 2012 Application Deadline: July 16, 2012, 4:00 p.m. APPLICATION SUBMITTAL All communities/counties eligible to receive funding from the State CDBG program are eligible to apply for SSP funds. Each community/county is encouraged to submit an application for one project. Applicants must submit one (1) original and one (1) copy of the application. The entire application (both original and copy) must be two‐hole punched at the top and secured by a clasp. DO NOT submit applications in binders. Any drawings, maps, plans or supportive documents may be included unbound (if not feasible to bound) but must be legible, designated and labeled. Applications must be received by ADOH no later than Monday, July 16, 2012 by 4:00 p.m. Applications will be considered received if one of the following indicates a date and time no later than the application due date: • • Fed Ex, UPS, etc. delivery documents; or Department staff documentation of receipt. E‐Bulletin 05‐12 Issued 2/3/12 7 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 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.azhousing.gov E‐Bulletin 05‐12 Issued 2/3/12 8 2012 Information Bulletin REGARDING PROGRAMS: HOME, CDBG, HOPWA, ESG REGARDING FUNDING SOURCES: CDBG, HOME, HOPWA, ESG INFORMATION BULLETIN No. 07‐12 ISSUED: February 14, 2012 RE: NOTICE OF PUBLIC HEARING – 2012‐2013 Annual Action Plan Notice is hereby given that on February 29, 2012 at 10:00 am, the Arizona Department of Housing (ADOH) will hold a Public Hearing to discuss the housing and community development needs of the non‐metropolitan areas of Arizona in preparation to draft the 2012‐2013 Annual Action Plan. The public hearing will be held at: Arizona Department of Housing 1110 West Washington Street, Suite 280 (ADOH Training Room on 2nd Floor) Phoenix, AZ 85007 The 2012‐2013 Annual Action Plan is the annual update for the State of Arizona 2010‐2014 Consolidated Plan which sets goals and objectives, determines priorities, describes activities, establishes outcomes and outlines the method of distribution for the use of approximately $16 million in the following federal funds from the U.S. Department of Housing and Urban Development: Community Development Block Grant, HOME Investment Partnerships, Housing Opportunities for Persons with AIDS, and Emergency Shelter Grant programs. These funds will be available for the program year which begins July 1, 2012 and ends June 30, 2013 for activities benefitting low income and special needs populations in the non‐metropolitan areas of Arizona. The Action Plan will be available for public review from April 1, 2012 through May 1, 2012 at the ADOH offices at 1110 West Washington Street, Suite 310, Phoenix, Arizona. To download a copy of the Annual Action Plan, visit our web site: www.azhousing.gov, click on Publications & Links, then Publications. Written comments and any questions regarding the Action Plan can be directed to: Andrew Rael, Assistant Deputy Director, Programs Arizona Department of Housing 1110 West Washington Street, Suite 310 Phoenix, AZ 85007 (602) 771‐1010 1110 W. Washington, Suite 310 Phoenix, AZ 85007 Telephone (602) 771‐1000 Facsimile (602) 771‐1002 TDY (602) 771‐1001 www.azhousing.gov For disability related accommodations, please contact Joy Johnson at the Arizona Department of Housing (602) 771‐1026 or by e‐mail at least two weeks prior to the event to allow sufficient time to make necessary arrangements. The Arizona Department of Housing 2012 Information Bulletin REGARDING PROGRAMS: RENTAL COMPLIANCE REGARDING FUNDING SOURCES: Low Income Housing Tax Credit Program INFORMATION BULLETIN No. 08‐12 ISSUED: February 14, 2012 RE: Update to 2011 LIHTC Annual Report Workbook An updated version of the LIHTC Annual Report Workbook previously posted on this website was uploaded on February 10, 2012. Project owners who downloaded the workbook prior to February 10, 2012 should now upload the updated form. Those who have already submitted their 2011 Annual Reports do not need to resubmit their reports. Low‐Income Housing Tax Credit (LIHTC) project owners are required to submit an Annual Report to ADOH each year of the compliance period as defined in the Declaration of Affirmative Land Use and Restrictive Covenants Agreement (LURA). LIHTC Annual Reports are due annually on March 15th for the preceding calendar year. The LIHTC Annual Report Workbook can be downloaded from our website, www.azhousing.gov on the FORMS AND HANDBOOKS page in the Rental Compliance & Monitoring: Annual Reports section. Questions with regard to the changes to the annual report workbook should be directed to Lisa Troy, Housing Compliance Administrator, at (602) 771‐1071 or to lisa.troy@azhousing.gov. 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.azhousing.gov The Arizona Department of Housing 2012 Information Bulletin REGARDING PROGRAMS: Low Income Housing Tax Credits REGARDING FUNDING SOURCES: LIHTC INFORMATION BULLETIN No. 10‐12 RE: Clarifications to 2012 QAP 02‐22‐12 ISSUED: February 22, 2012 The Department has posted a document on its website that will be updated by ADOH as required to inform applicants in the 2012 LIHTC Application Round of clarifications to the 2012 QAP. This document has been revised effective February 22, 2012. NOTE: It is the responsibility of the Applicant to review the site for updates. Clarifications to 2012 QAP can be accessed on the ADOH website at Forms and Handbooks/Rental Development (LIHTC program). Should you have any questions with respect to this notice, please e‐mail 2012_QAP_Comments@azhousing.gov. 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 2012 Information Bulletin REGARDING PROGRAMS: HOME, CDBG, HOPWA, ESG REGARDING FUNDING SOURCES: CDBG, HOME, HOPWA, ESG INFORMATION BULLETIN No. 12‐12 ISSUED: March 1, 2012 RE: NOTICE OF SECOND PUBLIC HEARING – 2012‐2013 Annual Action Plan Notice is hereby given that on April 19, 2012 at 10:00 a.m., the Arizona Department of Housing (ADOH) will hold a second Public Hearing to discuss the draft 2012‐2013 Annual Action Plan. Comments received from the first public hearing held on February 29, 2012 will be incorporated in the draft Action Plan which will be discussed at this hearing. The public hearing will be held at: Arizona Department of Housing 1110 West Washington Street, Suite 280 (ADOH Training Room on 2nd Floor) Phoenix, AZ 85007 The 2012‐2013 Annual Action Plan is the annual update for the State of Arizona 2010‐2014 Consolidated Plan which sets goals and objectives, determines priorities, describes activities, establishes outcomes and outlines the method of distribution for the use of approximately $16 million in the following federal funds from the U.S. Department of Housing and Urban Development: Community Development Block Grant, HOME Investment Partnerships, Housing Opportunities for Persons with AIDS, and Emergency Shelter Grant programs. These funds will be available for the program year which begins July 1, 2012 and ends June 30, 2013 for activities benefitting low income and special needs populations in the non‐metropolitan areas of Arizona. The Action Plan will be available for public review from April 1, 2012 through May 1, 2012 at the ADOH offices at 1110 West Washington Street, Suite 310, Phoenix, Arizona. To download a copy of the Annual Action Plan, visit our web site: www.azhousing.gov, click on Publications & Links, then Publications. Written comments and any questions regarding the Action Plan can be directed to: Andrew Rael, Assistant Deputy Director, Programs Arizona Department of Housing 1110 West Washington Street, Suite 310 Phoenix, AZ 85007 (602) 771‐1010 publiccomment@azhousing.gov 1110 W. Washington, Suite 310 Phoenix, AZ 85007 Telephone (602) 771‐1000 Facsimile (602) 771‐1002 TDY (602) 771‐1001 For disability related accommodations, please contact Joy Johnson at the Arizona Department of Housing (602) 771‐1026 or by e‐mail at least two weeks prior to the event to allow sufficient time to make necessary arrangements. www.azhousing.gov For disability related accommodations, please contact Joy Johnson at the Arizona Department of Housing (602) 771‐1026 or by e‐mail at least two weeks prior to the event to allow sufficient time to make necessary arrangements. 2012 Information Bulletin REGARDING PROGRAMS: HOME, CDBG, HOPWA, ESG REGARDING FUNDING SOURCES: CDBG, HOME, HOPWA, ESG INFORMATION BULLETIN No. 14‐12 ISSUED: March 22, 2012 RE: NOTICE OF PUBLIC HEARING FOR 2011‐2012 ACTION PLAN AMENDMENT FOR HEARTH NOTICE is hereby given that the U.S. Department of Housing and Urban Development (HUD) has allocated, through the 2011 Emergency Solutions Grant (ESG), an additional $506,600 in funds for Homeless Prevention and Rapid Re‐housing to the Department of Economic Security (DES). As a result Arizona Department of Housing (ADOH) in cooperation with DES is amending its 2011‐2012 Annual Action Plan and is making the contents of this amendment available to the public for review. The 2011‐2012 Annual Action Plan was the second annual update for the State of Arizona 2010‐2014 Consolidated Plan which sets goals and objectives, determines priorities, describes activities, establishes outcomes and outlines the method of distribution for the use of approximately $16 million in the following federal funds from the U.S. Department of Housing and Urban Development: Community Development Block Grant, HOME Investment Partnerships, Housing Opportunities for Persons with AIDS, and Emergency Services Grant programs. These funds will be available for the program year which begins July 1, 2012 and ends June 30, 2013 for activities benefitting low income and special needs populations in the non‐metropolitan areas of Arizona. The amendment will be available for public review online at www.azhousing.gov and at the ADOH Offices listed below from April 1, 2012 through May 1, 2012. Copies of the Amendment will be made available free of charge. Written comments and any questions regarding the Amendment can be directed to: Andrew Rael, Assistant Deputy Director, Programs Arizona Department of Housing 1110 West Washington Street, Suite 310 Phoenix, AZ 85007 (602) 771‐1010 publiccomment@azhousing.gov ADOH will hold a Public Hearing to discuss the Amendments on May 3, 2012 at 10:00 a.m. at the location listed below. Arizona Department of Housing 1110 West Washington Street Suite 280 Phoenix, AZ 85007 1110 W. Washington, Suite 310, Phoenix, AZ 85007 Telephone (602) 771‐1000 Facsimile (602) 771‐1002 TDY (602) 771‐1001 www.azhousing.gov For disability related accommodations, please contact Joy Johnson at the Arizona Department of Housing (602) 771‐1026 or by e‐mail at least two weeks prior to the event to allow sufficient time to make necessary arrangements. The Arizona Department of Housing 2012 Information Bulletin REGARDING PROGRAMS: REGARDING FUNDING SOURCES: Rental Development Low Income Housing Tax Credit Program INFORMATION BULLETIN No. 15-12 ISSUED: April 2, 2012 RE: 2012 LIHTC – JOB CREATION DOCUMENT PORTAL ADOH has created a Job Creation Document Portal, whereby Applicants in the 2012 LIHTC Round who requested Job Creation points under Section 2.9(I) - Tab 9 - of the 2012 Qualified Allocation Plan (the “QAP”), may submit their supporting documentation in accordance with the QAP’s stated timeline. The first deadline date is “no later than May 1, 2012 at 4pm”. You may access the document portal by following this path at www.azhousing.gov: Home / Forms and Handbooks / Rental Development (LIHTC program)/ Scroll down to Job Creation Document Portal. Please note that the QAP timeline requires documents to be submitted no later than the deadline date noted for each threshold requirement. No documents will be accepted or considered received if submitted after the required deadline. You may refer to the QAP for further guidance. INFORMATION: Ruby Dhillon, Rental Programs Administrator (602) 771‐1031 ruby.dhillon@azhousing.gov 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.azhousing.gov The Arizona Department of Housing 2012 Information Bulletin REGARDING PROGRAMS: Rental Development REGARDING FUNDING SOURCES: Low Income Housing Tax Credit Program INFORMATION BULLETIN No. 16‐12 ISSUED: April 3, 2012 RE: 2012 TAX CREDIT CEILING On March 26, 2012 ‐ The Internal Revenue Service (IRS) released its 2012 Calendar Year Resident Population Estimates. These figures are used to determine statesʹ 2012 low‐income housing tax credit (LIHTC) ceilings and tax‐exempt private activity bond caps. Pursuant to Section 2.1 – Annual Tax Credit Ceiling – of the 2012 Qualified Allocation Plan (the “Plan”), Arizona’s LIHTC program credit ceiling amount for the calendar year is approximately, $14,200,000. Please note, that in accordance with Section 2.2(D) – Forward Allocations – of the QAP, the Department may consider committing Tax Credits from the following year’s annual Tax Credit ceiling amount to the highest scoring Projects submitting an Application under this Plan (a “Forward Allocation”) for those Projects that (1) received a partial allocation solely for the purpose of maximizing the Allocation of Tax Credits available in the current Tax Credit year, (2) in the event that ADOH determines that a material error prevented an otherwise qualifying Project from receiving a Reservation, or (3) in the event the ADOH, in its sole discretion, determines that a Forward Allocation of up to twenty five percent (25%) of the 2013 Tax Credit ceiling may benefit the creation of new jobs in the 2012 year. If a Forward Allocation is made to an Applicant based on review and underwriting at the time that the Forward Allocation credits are reserved, Applicant may not request any additional credits in the subsequent year with respect to that same Project, nor may a Developer, including any Co‐Developer or any affiliate of a Developer or Co‐Developer that is acting as a Developer or Co‐Developer on a Project exceed the Maximum Reservation stated in Section 2.2 of this Plan. INFORMATION: Ruby Dhillon, Rental Programs Administrator (602) 771‐1031 ruby.dhillon@azhousing.gov 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 2012 Information Bulletin REGARDING PROGRAMS: Rental Development REGARDING FUNDING SOURCES: Low Income Housing Tax Credit Program INFORMATION BULLETIN No. 18‐12 ISSUED: RE: June 1, 2012 2012 Low Income Housing Tax Credit Reservation List The Department has posted its 2012 Low Income Housing Tax Credit Reservation List on its website at www.azhousing.gov. Questions may be directed, in writing, to: Ruby Dhillon, Rental Programs Administrator (602) 771‐1031 ruby.dhillon@azhousing.gov. 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 2012 Information Bulletin REGARDING PROGRAMS: Rental Development REGARDING FUNDING SOURCES: State Housing Fund INFORMATION BULLETIN No. 19‐12 ISSUED: June 7, 2012 RE: State Housing Fund (SHF) Notice of Funding Availability (NOFA)Survey The State Housing Fund (SHF) is a combination of Federal HOME and State Housing Trust Fund resources administered by the Arizona Department of Housing. The SHF provides funding for the development of rental units (permanent and transitional), homeownership units, owner‐occupied housing rehabilitation programs, owner‐occupied housing emergency repair programs and rental rehabilitation. ADOH is considering making available approximately $5 million in SHF for rental development. A NOFA is proposed to be issued in June following consideration of comments received from a short electronic survey, accessible at this link: http://www.surveymonkey.com/s/State_Housing_Fund_NOFA_Survey We would ask that those that complete this survey be limited to eligible applicants for SHF resources:  Units of local government, including cities, towns and counties;  Tribal governments, tribally designated housing entities, and housing authorities;  Public housing authorities;  Regional Councils of Government;  Other state agencies;  Non‐profit agencies, including Community Housing Development Organizations (CHDOs);  Private development agencies. One survey may be completed per e‐mail address. The survey will close on June 15, 2012 at 4:00 pm (MDT). Ruby Dhillon, Rental Programs Administrator + (602) 771‐1031 ruby.dhillon@azhousing.gov. 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 2012 Information Bulletin REGARDING PROGRAMS: Rental Compliance REGARDING FUNDING SOURCES: LIHTC, State Housing Funds, Other Public Sources INFORMATION BULLETIN No. 20‐12 ISSUED: June 8, 2012 RE: SOCIALSERVE.COM The Arizona Department of Housing (ADOH) is working in collaboration with Socialserve.com to ensure that affordable rental units are accessible to low income and special needs persons in Arizona. Socialserve.com is an internet based data bank of affordable rental units with vacancy information updated as often as every two weeks. This service is free to all rental properties in Arizona through a sponsorship of the Arizona site by ADOH. Participation by ADOH‐assisted rental properties has been a requirement, per the LIHTC Qualified Allocation Plans and State Housing Fund Summaries, for all projects funded since 2006. The system is built for ease of use by both the public who are searching at www.socialserve.com for affordable units, as well as for property managers wishing to add or maintain data regarding their properties in the system. To maintain the accuracy of each listing, property providers can log on to a secured account to manage listing information or call a toll‐free call center to receive personal assistance. Properties can continually modify property details, update availability and add or remove listings, ensuring that property data is up to date and valid. Many of the rental developments assisted through ADOH have not registered their properties on Socialserve.com. ADOH strongly recommends that all ADOH and publically assisted properties in Arizona take advantage of this free property marketing opportunity. Additionally, those properties that have received assistance through ADOH since 2006 are reminded of their obligation to participate. To ensure compliance, the ADOH Compliance Department will be adding this to its monitoring visit checklist. Failure to register and update pertinent information on Social Serve.com, for those properties required to participate, will result in a finding of noncompliance with ADOH. If you would like to view the Socialserve.com site to review the type of information available, simply go to www.socialserve.com and click on the Arizona link. If you are a property owner or manager who would like to add your properties, you can accomplish this in one of two ways, either by registering on‐line at www.socialserve.com or by calling toll free 1‐877‐428‐8844. You will receive a username and password with simple listing instructions…log on and add your listings. Telephone support is available Monday‐Friday from 6:00 a.m. – 5:00 p.m. If you wish to discuss the compliance‐related aspect of this service mentioned above, please contact Lisa Troy, Housing Compliance Administrator, at (602) 771‐1071 or Lisa.Troy@azhousing.gov. 1110 W. Washington, 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 2012 Information Bulletin REGARDING PROGRAMS: Owner Occupied Housing Rehabilitation (OOHR) and Rental Development REGARDING FUNDING SOURCES: State Housing Fund: HOME and Housing Trust Fund INFORMATION BULLETIN No. 21‐12 ISSUED: July 2 2012 RE: Release of Notice of Funds Availability (NOFA) On or about the week of July 9, 2012, the Department will issue two separate NOFAs, one for OOHR and one for Rental Development. Along with the NOFAs, the updated FY2013 State Housing Fund Program Summary and Application Guide, and respective OOHR and Rental Applications will be posted to our website. An additional Information Bulletin will be issued at the time the NOFAs become available. Should you have any questions with respect to this notice, please contact: OOHR: Kathy Blodgett Kathy.Blodgett@azhousing.gov Rental Development: Ruby Dhillon Ruby.Dhillon@azhousing.gov 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 2012 Information Bulletin REGARDING PROGRAMS: Rental Development REGARDING FUNDING SOURCES: Low Income Housing Tax Credit Program INFORMATION BULLETIN No. 22‐12 ISSUED: July 12, 2012 RE: 2013 Qualified Allocation Plan Prior to publishing the first draft of the 2013 Qualified Allocation Plan, the Department will accept comments. Please review the 2012 Qualified Allocation Plan posted on the Department’s website at www.azhousing.gov; and submit comments to the following website: 2013 QAP Comments@azhousing.gov INFORMATION: Ruby Dhillon, Rental Programs Administrator (602) 771‐1031 ruby.dhillon@azhousing.gov 1110 W. Washington, 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 2012 Information Bulletin REGARDING PROGRAMS: State Housing Fund Programs REGARDING FUNDING SOURCES: Home Investment Partnerships Program (HOME) INFORMATION BULLETIN No. 23‐12 ISSUED: July 13, 2012 RE: Notice of Funding Availability for State Housing Funds Owner Occupied Housing Rehabilitation (OOHR) NOTICE OF FUNDING AVAILABILITY The Arizona Department of Housing (the Department) is pleased to announce a Notice of Funding Availability (NOFA) for funding through the State Housing Fund (SHF), HOME Investment Partnerships Program (HOME). This NOFA is for housing rehabilitation programs for owner occupied single family dwellings. For Federal FY2012 (FY2013 SHF Program Summary and Application Guide), the Department expects to allocate approximately $4,000,000.00 in SHF. The SHF will be allocated through one competitive funding round and the application submission deadline is November 15, 2012 at 4:00 p.m. The Application process for SHF can be found in the FY2013 SHF Program Summary and Application Guide. The guide and application forms can be downloaded from the ADOH website at: http://www.azhousing.gov/ShowPage.aspx?ID=453&CID=16 . GENERAL OVERVIEW The mission of the Department is to “provide housing and community revitalization to benefit the people of Arizona.” The Owner Housing Objective for Federal FY2012 is:  Preserve and improve the long‐term life of existing affordable owner occupied housing stock In support of this Objective, the Department will allocate HOME funds to activities that improve the condition of housing units to meet the following standards:    State’s Rehabilitation Standards. Local codes, zoning and ordinances, or if no Local code exists, meet model building codes. Newly reconstructed units must meet Model Energy Code and Energy Star standards. 1 The funding process can be found in the FY2013 SHF Program Summary and Application Guide which includes information regarding: 1. Completeness review. 2. Threshold review. 3. Scoring. 4. Financial and Technical review. 5. State and federal regulations. 6. Funding review. CHANGES FROM FY2012 There are significant changes from the FY2012 OOHR application round in the application requirements and form as well as the application thresholds. Refer to the FY2013 SHF Program Summary and Application Guide for all changes. The most notable changes are highlighted below:  Application Form Page 4, Section 2.14 – Property Standards. Applicants are now required to meet International Energy Conservation Code, Energy Star and Arizona Governor’s Office of Energy Policy Weatherization Standards in addition to the state’s rehabilitation standards and all applicable local codes, ordinances, and zoning.  Application Form Page 6, Section 2.18 – Program Timeline. Applicants are now required to submit a more detailed timeline of major activities and their expected completion date or “Contract Date” accomplished during their Owner Occupied Housing Rehabilitation program. Dates must be specific, i.e. 01/01/01.  Application TAB C – Organizational Capacity. Applicants must provide resumes for all program team members plus one or more of the following documents: 1. Written Agreements with applicant outlining the responsibilities between parties. 2. 3rd Party letter of recommendation. 3. Documentation of successfully completed projects of similar scope.  Application TAB G – Market Demand and Project Readiness. Applicants have been given clearer instructions on what documents to submit in support of market demand and to evidence project readiness. The new instructions are as follows: 1. Provide a narrative description of the market demand based on a demographic analysis of the target service area, target population, information on the condition of the housing stock and rehabilitation needs. Describe the degree to which comparable programs and services are available to the proposed service area. 2. Provide a spreadsheet of income qualified households who have applied to receive assistance and the household demographics including but not limited to households size, race, ethnicity, income, %AMI, etc. The list must be certified as a true copy of the original and signed by the Grants Coordinator, Housing Rehabilitation Specialist, applicant contact person or other appropriate official. 3. To demonstrate readiness, applicant must include copies of beneficiary applications for income qualified households to be assisted. PLEASE REDACT the beneficiary(s) social security number. Include the %AMI as verified thru income qualification and 2 the date verified. Additionally, include copies of the HQS or other physical inspection report performed on the beneficiary(s) housing unit.  Application TAB I – Environmental Review Record (ERR). Applicants must now have Environmental Review clearance prior to submission of the application. Application instructions for Environmental Review are as follows: 1. Provide completed Environmental Review requirements pursuant to 24 CFR Part 58, up to Part III HUD Appendix A 2004. Be sure to include a copy of the E‐13 Authority to use Grant Funds. 2. If the ERR is a re‐evaluation, provide a copy of the original E‐12 Request for Release of Funds, original E‐13 Authority to Use Grant Funds, E‐14 Request for Re‐ evaluation and the ADOH approval letter of the E‐14. (If awarded, applicant will provide a cleared Appendix A at the time an eligible property is set up in HUD’s IDIS system thru the ADOH Contract Specialist)  Application TAB J – Attachment J OOHR Score Sheet. The competitive scoring process for Owner Occupied Housing Rehabilitation programs for this NOFA requires a minimum score of 70 points and gives focus to those programs serving low income elderly persons, very low income persons who are at or below 50% of area median income and extremely low income persons who are at or below 30% of area median income. Please review the application Attachment J Owner Occupied Housing Rehabilitation Score Sheet for further scoring criteria and information.  FY2013 SHF Program Summary and Application Guide Page 16, Section 2.2. The Threshold Review section has been amended. Please read this section carefully as the Common Thresholds at Section 2.2 (B) have changed significantly as follows: Common Thresholds Beginning with 2012‐2013 ADOH will apply new performance “threshold” criteria. To be eligible to apply for State Housing Funds the applicant and all of its team members, with the exception of the applicant’s consultant (“Applicant Team”) must meet the following performance criteria on all SHF contracts on the date the application is received by ADOH. a) All reporting required by the Department is up to date. b) All monitoring findings have been cleared. c) Applicant Team is compliant with all current contracts. d) Applicant Team is in conformance with all original contract Project Timelines or has obtained ADOH approvals for revisions or amendments to their Project Timelines. e) For all previously funded projects environmental clearances have been obtained and scope of work has begun. f) Applicant Team has no current contracts in which project completion reports and data have not been submitted and accepted by the Department within 60 days of a final draw. 3 g) Applicant Team has no current contract in which funds have not been drawn for 9 months. h) Applicant Team with contracts in their 24th or greater month: i. Performance: Scope of Work 100 percent complete and Contract Close‐out Report received and approved. ii. Expenditure Rates: HOME Funds 100 percent expended or de‐obligated. i) Applicant Team has no completed projects with outstanding or unresolved contractual, property, or beneficiary‐related compliance issues on SHF funded projects. j) The applicant is listed as an eligible party to apply. k) The activity, project or property type is eligible. l) State Housing Funds are budgeted for eligible uses. m) The proposed beneficiaries are eligible. n) The amount of State Housing Funds invested per unit does not exceed the program limits and is at least $1,000/unit. o) Applicant has certified that all development or rehabilitation will meet, at a minimum, all local building codes and the State Rehabilitation Standards when applicable, is properly zoned for the proposed use and meets local ordinances. p) The applicant (and all of its team members) is not included on the Federal Excluded Parties List (www.epls.gov). q) The Environmental Review requirements pursuant to 24 CFR Part 58, (up to Part III HUD Appendix A for Single Family Owner Occupied Rehabilitation) are complete and an Authority to use Grant Funds is provided. Applicants and project applications must meet ALL of the common and ALL of the activity‐specific threshold requirements to be considered for competitive funding. Applications not meeting all threshold items will be given a remedy period of five (5) business days during which they may submit the required information. The Department will contact the applicant (via standard mail, fax or email), regarding the insufficient documentation. Applications that remain incomplete after the expiration of the remedy period will not be considered for funding and will be returned to the Applicant. A copy of the application will remain with ADOH.  FY2013 SHF Program Summary and Application Guide, Chapter 5, Section 5.7. The property standards have been amended to include weatherization standards and energy efficiency requirements. Please read this section carefully. Additionally, please refer to Appendix L for energy efficiency specifications.  FY2013 SHF Program Summary and Application Guide, Chapter 5, Section 5.9. The maximum state housing investment per unit has increased to account for the cost of implementation of Energy Policy and Weatherization Standards. Please review this section for new maximums. 4  FY2013 SHF Program Summary and Application Guide, Chapter 5, Section 5.13.A. & B. All rehabilitation is to incorporate The Arizona Governor’s Office of Energy Policy, Weatherization Standards. Weatherization work is to be completed by Building Performance Institute, Inc. (BPI) certified weatherization professionals. All new construction is to achieve a Home Energy Rating System (HERS) index beyond the baseline index of 85. Workers conducing the HERS rating are required to be Certified Home Rating System Rater. Certification must be through the Residential Energy Services Network (RESNET). All appliances must meet be Energy Star rated or better. All plumbing fixtures are to be “low‐ flow”. Applicants must incorporate Weatherization Standards and Energy Efficiency policies in their Housing Rehab Guidelines. PROGRAM ELIGIBILITY Specific Owner Occupied Housing Rehabilitation program eligibility requirements are found in the FY2013 SHF Program Summary and Application Guide. Pay close attention to chapters 1, 2 and 5 for further information that includes but is not limited to eligible applicants; eligible and ineligible activities; eligible beneficiaries; eligible property types and eligible assistance types. The FY2013 SHF Program Summary and Application Guide and FY2013 Owner Occupied Housing Rehabilitation Application can be downloaded from the ADOH website at: http://www.azhousing.gov/ShowPage.aspx?ID=453&CID=16 MAXIMUM APPLICANT FUNDING The maximum limit of HOME funding available per application is $400,000. An additional 10% (up to $40,000) in general administrative funding thru the Housing Trust Fund is also available for a total maximum application funding of $440,000.00. Only one application request per applicant will be considered for funding. COMPETITIVE APPLICATION REVIEW CRITERIA The review criterion is set forth in Chapters 2 and 5 of the FY2013 SHF Program Summary Application Guide. COMPETITIVE FUNDING DETERMINATIONS The SHF Application must meet the SHF eligibility, application review, and threshold criteria. Award of SHF is subject to the availability of the funds provided to the Department for the SHF Program. Competitive funding criteria are utilized to make funding decisions. Only applications that meet all thresholds are competitively scored. Competitive funding criteria can be found in Chapter 2 of the FY2013 SHF Program Summary and Application Guide. FUNDING NOTIFICATION The Department will make every effort to make its funding decisions within 90 days, depending on the number and complexity of the applications received. TECHNICAL ASSISTANCE The Department will not preview, comment on, or pre‐judge any element of any application prior to its initial submittal. A limited amount of assistance is available regarding the 5 interpretation of the Department’s policies, the SHF Program in general, and how program requirements should be applied. APPLICATION SUBMISSION The Application Form is fillable and is in Adobe Professional format. The form is designed to reduce or enlarge print dependent upon the amount of data in the space allotted for input. You should also be able to save a partially prepared form and return to complete the form at a later time. Applicants must submit one (1) original and one (1) copy of the completed application package. Applicants must submit their application packages as described under Application Format, completing all required sections and providing all required supporting documentation. Application packages not filed in duplicate or not received by 4:00 p.m. on the application deadline will not be accepted for review. The application package and any subsequent revisions or clarifications, if approved for funding, will become part of the agreement with the Department. Please refer to Chapter 2, section 2.2 (A) and Chapter 5, section 5.14 for additional application completeness criteria. APPLICATION FORMAT Applications must be typewritten or computer generated. Applicants are not to revise the formatting of these forms in any way. A copy of this application is available by US Mail, on diskette, by e‐mail, or on the State Housing Fund page of the Department’s website: www.azhousing.gov. Application material must be:  Original plus one copy. Each must be two hole punched at the top and be bound with a large clip.  8 ½ x 11 format  single‐sided  indexed and tabbed to correspond with the application checklist In instances where the documentation is not applicable to a project, the tab must still be included and a single sheet indicating “N/A” and a statement describing the reason(s) the item is not applicable should be included in this space. Tabbed sections indicating “N/A” that do not contain a written explanation will be considered to be missing documentation. The tabulation format should not be altered in any way. 6 APPLICATION DEADLINE Applications are due (must be in the possession of the Department) no later than 4:00 p.m. on November 15, 2012. Applications delivered after 4:00 p.m. on the deadline date noted above will not be accepted. Applications must be delivered to: Attn: State Housing Fund, CD&R Division Arizona Department of Housing 1110 West Washington Street, Suite 310 Phoenix, Arizona 85007 Questions regarding Owner Occupied Housing Rehabilitation applications must be submitted in writing and may be directed to Kathy Blodgett at Kathy.Blodgett@azhousing.gov. 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 7 The Arizona Department of Housing 2012 Information Bulletin REGARDING PROGRAMS: State Housing Fund Program REGARDING FUNDING SOURCES: Home Investment Partnerships Program (HOME) and/or Housing Trust Funds (HTF). INFORMATION BULLETIN No. 24‐12 ISSUED: July 13, 2012 RE: Notice of Funding Availability for State Housing Funds Rental Development NOTICE OF FUNDING AVAILABILITY The Arizona Department of Housing (the Department) is pleased to announce a Notice of Funding Availability (NOFA) for funding through the State Housing Fund (SHF), HOME Investment Partnerships Program (HOME) and/or Housing Trust Fund (HTF). This NOFA is for the new construction and the acquisition and rehabilitation of Permanent Rental Housing. For Federal FY2012 (FY2013 SHF Program Summary and Application Guide), the Department expects to allocate approximately $10,000,000.00 in SHF. The SHF will be allocated through one open funding round and the application submission deadline is November 30, 2012 at 4:00 p.m. Through the application deadline date, the Department will accept applications that are complete based on all threshold criteria stated in the FY2013 SHF Program Summary and Application Guide. The Application process for SHF can be found in the FY2013 SHF Program Summary and Application Guide. There are significant changes to the FY2013 SHF Program Summary and Application Guide. The guide and application forms can be downloaded from the ADOH website at: http://www.azhousing.gov/ShowPage.aspx?ID=453&CID=16 . GENERAL OVERVIEW The mission of the Department is to “provide housing and community revitalization to benefit the people of Arizona.” The funding process can be found in the FY2013 SHF Program Summary and Application Guide which includes information regarding: 1. Completeness review. 2. Threshold review. 3. Scoring. 4. Financial and Technical review. 1 5. Compliance with federal and state regulations. 6. Funding review. PROGRAM ELIGIBILITY Program eligibility requirements are found in the FY2013 SHF Program Summary and Application Guide. Pay close attention to Chapters 1, 2 and 4 for further information that includes but is not limited to eligible applicants; eligible and ineligible activities; eligible beneficiaries; eligible property types and eligible assistance types. The FY2013 State Housing Fund Program Summary and Application Guide and FY2013 Rental Application can be downloaded from the ADOH website at: http://www.azhousing.gov/ShowPage.aspx?ID=453&CID=16. MAXIMUM APPLICANT FUNDING The maximum limit of SHF available per application is $1,500,000. request per applicant will be considered for funding. Only one application APPLICATION REVIEW CRITERIA The review criterion is set forth in Chapters 2 and 4 of the FY2013 SHF Program Summary Application Guide. FUNDING DETERMINATIONS The SHF Application must meet the SHF eligibility, application review, and threshold criteria. Award of SHF is subject to the availability of the funds provided to the Department for the SHF Program. FUNDING NOTIFICATION The Department will make every effort to make its funding decisions within 60 days, depending on the number and complexity of the applications received. TECHNICAL ASSISTANCE The Department will not preview, comment on, or pre‐judge any element of any application prior to its initial submittal. A limited amount of assistance is available regarding the interpretation of the Department’s policies, the SHF Program in general, and how program requirements should be applied. APPLICATION SUBMISSION Applicants must upload a copy and submit one paper copy of their Application. Applications may be uploaded on the Departments website at www.azhousing.gov. The Application upload portal is located on the Department’s State Housing Fund web page: http://www.azhousing.gov/ShowPage.aspx?ID=453&CID=16. Applicants must submit their application packages as described under Application Format, completing all required sections and providing all required supporting documentation. Application packages not submitted in duplicate, either by upload or hardcopy, or not received by 4:00 p.m. on the application deadline will not be accepted for review. The application package and any subsequent revisions or clarifications, if approved for funding, will become 2 part of the agreement with the Department. Please refer to Chapter 2, section 2.2(A) for additional application completeness criteria. APPLICATION FORMAT Applications must be typewritten or computer generated. Applicants are not to revise the formatting of these forms in any way. A copy of this application is available by US Mail, on diskette, by e‐mail, or on the State Housing Fund web page of the Department’s website: www.azhousing.gov. Application material must be:  Upload one copy and submit one paper copy. The paper copy must be two hole punched at the top and be bound with a large clip.  8 ½ x 11 format.  Single‐sided.  Indexed and tabbed to correspond with the application checklist. In instances where the documentation is not applicable to a project, the tab must still be included and a single sheet indicating “N/A” with a statement describing the reason(s) the item is not applicable should be included in this space. Tabbed sections indicating “N/A” that do not contain a written explanation will be considered to be missing documentation. The tabulation format should not be altered in any way. APPLICATION DEADLINE Applications are due (must be in the possession of the Department) no later than 4:00 p.m. on November 30, 2012 Applications uploaded and delivered after 4:00 p.m. on the deadline date noted above will not be accepted. Applications must be delivered to: Attn: Rental Programs Arizona Department of Housing 1110 West Washington Street, Suite 310 Phoenix, Arizona 85007 Questions regarding Rental Housing applications may be directed to Ruby Dhillon at (602) 771‐1031 or Ruby.Dhillon@azhousing.gov. 1110 W. Washington, Suite 310 Phoenix, AZ 85007 Telephone (602) 771‐1000 Facsimile (602) 771‐1002 TDY (602) 771‐1001 www.housingaz.com 3 The Arizona Department of Housing 2012 Information Bulletin REGARDING PROGRAMS: State Housing Fund Program REGARDING FUNDING SOURCES: Neighborhood Stabilization Program (NSP) INFORMATION BULLETIN No. 24-13 ISSUED: July 20, 2012 RE: Market Demand Study Guide – Supplemental guide to the State Housing Fund Program Summary & Application Guide Arizona Department of Housing is pleased to announce the availability of the FY2013 Market Demand Study Guide a supplemental guide to the FY2013 SHF Program Summary & Application Guide. Along with the release of this guide there has been an update made to the FY2013 SHF Program Summary & Application Guide regarding the number of project rental units which require a Market Demand Study. The FY2013 Market Demand Study Guide can be downloaded from the ADOH website at: www.azhousing.gov. The updated FY2013 SHF Program Summary & Application Guide can be downloaded from the ADOH website at: http://www.azhousing.gov/ShowPage.aspx?ID=453&CID=16 . Questions regarding Rental Housing applications may be directed to Ruby Dhillon at (602) 771‐1031 or Ruby.Dhillon@azhousing.gov. 1110 W. Washington, Suite 310 Phoenix, AZ 85007 Telephone (602) 771-1000 Facsimile (602) 771-1002 TDY (602) 771-1001 www.azhousing.gov 1 The Arizona Department of Housing 2012 Information Bulletin REGARDING PROGRAMS: State Housing Fund Program REGARDING FUNDING SOURCES: Home Investment Partnership Program (HOME), Housing Trust Fund (HTF) INFORMATION BULLETIN No. 25-12 ISSUED: July 20, 2012 RE: Market Demand Study Guide – Supplemental guide to the State Housing Fund Program Summary & Application Guide Arizona Department of Housing is pleased to announce the availability of the 2012-2013 Market Demand Study Guide, a supplemental guide to the 2012-2013 SHF Program Summary & Application Guide, which was released June 13, 2012. Along with the release of this guide there has been an update to the 2012-2013 SHF Program Summary & Application Guide clarifying requirements for the three types of SHF market analyses: 1) Market Demand Study (12 or more units); 2) Market Demand Analysis (11 or fewer units); and 3) Owner Occupied Housing Rehabilitation Market Analysis. Section 2.4 (A) of the 2012-2013 SHF Program Summary & Application Guide was revised. The 2012-2013 Market Demand Study Guide can be downloaded from the ADOH website at: http://www.azhousing.gov/ShowPage.aspx?ID=453&CID=16. The updated 2012-2013 SHF Program Summary & Application Guide can be downloaded from the ADOH website at: http://www.azhousing.gov/ShowPage.aspx?ID=453&CID=16 . Questions regarding Rental Housing applications may be directed to Ruby Dhillon at (602) 771‐1031 or Ruby.Dhillon@azhousing.gov. 1110 W. Washington, Suite 310 Phoenix, AZ 85007 Telephone (602) 771-1000 Facsimile (602) 771-1002 TDY (602) 771-1001 www.azhousing.gov 1 The Arizona Department of Housing 2012 Information Bulletin REGARDING PROGRAMS: State Housing Fund Program REGARDING FUNDING SOURCES: HOME Investment Partnerships Program (HOME) INFORMATION BULLETIN No. 27-12 ISSUED: RE: August 6, 2012 Comments on Notices of Funding Availability (NOFA) for Rental Development and Owner Occupied Housing Rehabilitation ADOH released two Notices of Funding Availability (NOFA) for funding through the State Housing Fund HOME and Housing Trust Fund (HTF) on July 13, 2012 in Information Bulletins 23‐12 (OOHR) and 24‐12 (Rental Development). See the Publications page on the ADOH website for copies of these bulletins. The submission deadline for application is November 30, 2012. ADOH will post responses to comments on these NOFAs received only via e‐mail at PublicComment@azhousing.gov on the State Housing Fund Forms and Handbooks page linked here for comments received by application deadline. Ruby Dhillon Rental Programs Administrator ruby.dhillon@azhousing.gov 1110 W. Washington, Suite 310 | Phoenix, AZ 85007 Telephone (602) 771‐1000 | Facsimile (602) 771‐1002 | TDY (602) 771‐1001 www.housingaz.gov 1 The Arizona Department of Housing 2012 Information Bulletin REGARDING PROGRAMS: Low Income Housing Tax Credit (LIHTC) Program INFORMATION BULLETIN No. 28‐12 ISSUED: August 16, 2012 RE: Schedule of Focus Groups for 2013 Qualified Allocation Plan The Department has scheduled two focus group sessions to collect comments and feedback on the first draft of the 2013 Qualified Allocation Plan. The first draft of the 2013 QAP will be posted to the Department’s website on September 20, 2012. TUCSON Thursday, October 4, 2012 – 2:15pm J.W. Marriott Starr Pass Resort 3800 W. Starr Pass Boulevard Tucson, AZ PHOENIX Tuesday, October 9, 2012 – 9:00am Carnegie Library – Auditorium 1101 W. Washington St. Phoenix, AZ Comments will also be accepted via e‐mail: 2013-QAP-Comments@azhousing.gov. 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.azhousing.gov Arizona Department of Housing 2012 Information Bulletin REGARDING PROGRAMS: State Housing Fund (HOME and HTF) INFORMATION BULLETIN No. 29‐12 ISSUED: August 23, 2012 RE: ADOH Guidance on New Weatherization Standards for OOHR Housing Rehabilitation On July 13, 2012 the Department of Housing (ADOH) issued two Notices of Funding Availability (NOFA), one for Rental Development and one for Owner Occupied Housing Rehabilitation (OOHR). Both NOFAs indicate the need to comply with new weatherization standards. The 2012‐2013 State Housing Fund Guide references The Arizona Governor’s Office of Energy Policy, Weatherization Standards as the weatherization standard for OOHR. ADOH has gleaned all relevant information from The Arizona Governor’s Office of Energy Policy, Weatherization Standards, and created a more user friendly document for the OOHR program. This IB issues the new ADOH Owner Occupied Housing Rehabilitation Weatherization Standards to replace The Arizona Governor’s Office of Energy Policy, Weatherization Standards. The ADOH Owner Occupied Housing Rehabilitation Weatherization Standards are provided below in this IB and located as a separate document on the Department’s website by following this link: http://www.azhousing.gov/ShowPage.aspx?ID=453&CID=16 The weatherization standard for rental development has not changed. Rental Development must comply with Residential Energy Services Network (RESNET), Home Energy Rating System (HERS). Clarification for both standards is provided in this Information Bulletin. Owner Occupied Housing Rehabilitation Weatherization Standards Compliance with the new ADOH Weatherization Standards will require coordination between a BPI Certified Weatherization Professionals (Weatherization Professional) and the Rehabilitation Specialist. The Weatherization Professional will conduct both a pre‐construction energy audit and a post construction compliance inspection. The energy audit utilizes pressure diagnostics, infrared cameras and other equipment to identify air leaks, duct leaks, insulation deficiencies, inefficient appliances, venting problems and other energy issues. Deficiencies identified in the energy audit must be included in the OOHR Scope‐of‐ Work and corrected in the rehabilitation. Work must be done in accordance with the ADOH Owner Occupied Housing Rehabilitation Weatherization Standards. In most cases it would be preferable to have the Weatherization Professional conduct the more complex weatherization work, such as air sealing the attic, though it can be done by any contractor knowledgeable of weatherization practices. It is not necessary that all energy related subcontractors (HVAC, Insulation, etc) have BPI Certification but all trades must adhere to the ADOH Owner Occupied Housing Rehabilitation Weatherization Standards, as determined through a final inspection conducted by the BPI Certified Professional. The Rehabilitation IB 29‐12 Issued: 8/23/12 ADOH Guidance on New Weatherization Standards for OOHR Housing Rehabilitation Page 2 Specialist must inform all subcontractors of the ADOH Owner Occupied Housing Rehabilitation Weatherization Standards in advance so that proper installation can occur. A list of Weatherization Professional is provided at the following websites: http://www.azhomeperformance.com/index.html http://www.bpi.org/tools_locator.aspx?associateTypeID=CTR&accreditedSearch=N Weatherization work is a matter of doing a few things well and understanding the house as a system. Weatherization concentrates on the following items. 1. 2. 3. 4. 5. Getting the home air tight (air sealing) Insulating the home right (focus on insulation performance not just R‐value Dealing with sunlight (shade screens and reflective coatings) Correctly installing efficient equipment (duct sealing, pressure balanced, air flow, sizing and charge) Base loads (refrigerators, CFL) The traditional Department of Energy (DOE) funded Weatherization programs limit the scope of work to less costly items that meet strict DOE Savings‐to‐Investment Ratios (SIRs). The Scope‐of‐Work for OOHR is not bound by the same DOE requirements and includes much more than weatherization work. However, SHF recipients that wish to use DOE funding for the weatherization component of their OOHR projects must comply with DOE rules for the weatherization portion of the OOHR. Owner Occupied Rehabilitation Weatherization Specifications The specifications below constitute the ADOH Owner Occupied Housing Rehabilitation Weatherization Standards. 1. Air Barrier / Thermal Barrier a. The whole house leakage should not exceed .35 ACH. b. The Thermal Barrier must be installed in complete contact with an effective air barrier, and to IECC 2009 installation standards and levels specific to the climate zone the home is in as defined by IECC Climate map. http://energycode.pnl.gov/EnergyCodeReqs/?state=Arizona. 2. Windows a. Any replacement windows must meet the minimum requirements for IECC 2009 codes per the climate zone the home is located in. 3. Roofing a. Whenever a roof replacement is scoped that involves removing the existing decking, the new decking must have a factory installed radiant barrier surface. (Climate zones 2,3,4). b. When replacing shingles, special consideration should be given to ‘high reflectivity and high emissivity shingles’ in Climate zone 2. c. All powered attic ventilation fans must be removed. (including solar powered). 4. Room Pressure Balancing a. No room in the home (Including CAZ) shall exceed +/‐ 3Pa of pressure. In the case where passive return or a live return system must be installed to correct these issues, the goal should be to accomplish as close to a 0.0Pa of pressure as possible. IB 29‐12 Issued: 8/23/12 ADOH Guidance on New Weatherization Standards for OOHR Housing Rehabilitation Page 3 5. HVAC Static Pressure a. Static pressure tests must be taken after all work is complete and the pressures must not exceed manufacturer’s specifications. b. AC systems should all be verified to have proper charge and airflow by a licensed AC technician. 6. Duct Leakage a. All accessible joints, seams and connections in the duct system must be sealed using a UL 181 approved duct mastic. b. All Boot‐Sheetrock gaps must be sealed. c. All supply or return ducts on the roof that are exposed to direct sunlight must be painted with white elastomeric paint after they are sealed. 7. Air Conditioning a. A Manual J must be completed and followed reflecting any of these listed measures that will be done to that home and the report submitted to the rehab specialist for any new Air Conditioning replacement. 8. Duct Replacement a. In the case of a comprehensive duct System replacement in conjunction with an AC replacement, a Manual D report must be followed and a copy of that report given to the Rehab Specialist. 9. Ventilation a. Ventilation must be installed to meet the ASHRAE 62.2‐2010 Standards. 10. Appliances a. All appliances should be replaced with Energy Star approved appliances. 11. Hot Water System a. When replacing an electric water heater in a garage with a home occupancy of no less than 4 people, a Hybrid Heat Pump water heater must be used. b. Low flow faucet aerators and shower heads (1.5GPM shower head) must be installed in all faucets and showers. 12. Lighting a. Light bulbs that are typically used for a minimum of 2 hours per day or more (limit 10) must be replaced with Energy Star Rated CFL or LED light bulbs with equivalent or better Lumen output. 13. CAZ Tests a. If the home is occupied during the rehab process a CAZ test MUST be completed at the end of each day that work is done to the home. IB 29‐12 Issued: 8/23/12 ADOH Guidance on New Weatherization Standards for OOHR Housing Rehabilitation Page 4 Rental Development Applicants seeking consideration under the Rental NOFA must be prepared to comply with new ADOH Weatherization Standards when they submit their Application submittal. This will require coordination between a Residential Energy Services Network (RESNET), Home Energy Rating System (HERS) Professional (HERS Rater) and the Applicant. The HERS Rater will conduct both a pre‐construction HERS assessment and a post construction HERS assessment. To find a HERS Rater in your area please refer to the following website: http://www.resnet.us/directory/search/searchtype/auditor New Construction Projects. All new construction is to achieve a Home Energy Rating System (HERS) index beyond the baseline index of 85. Final HERS index must be submitted prior to receipt of final draw. Acquisition and Rehabilitation Projects. All rental rehabilitation is to perform a Home Energy Rating System (HERS) analysis and identify improvements to achieve a minimum 15% increase in energy efficiency. The projected pre‐construction HERS index must be submitted to the ADOH once the construction drawings have been completed and the final HERS index must be submitted prior to receipt of final draw. Applicants should also note that all rental development projects, regardless of construction type, must pass inspections by the Arizona Governors Office of Energy Policy inspectors for adherence to HERS prescribed weatherization standards. Other Weatherization Standards These Weatherization Standards do not supplant energy standards that each applicant may already have in place and which may be more strict or sophisticated such as the use of solar energy, gray water systems, etc. These Weatherization Standards are designed to correct basic systematic deficiencies and will only complement additional more technically elaborate energy conservation measures. ADOH encourages state of the art energy conservation and alternative energy measures in SHF funded developments. IB 29‐12 Issued: 8/23/12 ADOH Guidance on New Weatherization Standards for OOHR Housing Rehabilitation Page 5 Upcoming Training ADOH is providing program staff training for agencies who are preparing to submit an application for SHF funding and seek a greater understanding of the new ADOH weatherization standards. This 8 hour custom training is primarily designed for OOHR but it will explain the similarities between HERS standards (Rental Standard) and BPI standards (OOHR Standard). It will familiarize the Rehabilitation Specialist with the new Weatherization Standards and provide a first‐hand demonstration of why the Weatherization Standards are critical, for example insulation does not work unless it is installed correctly on an air barrier. This one day class will show you what tests the energy auditor will perform, the resulting determination of measures and the Weatherization Standards by which these measures are governed. Each attendee will receive a flash drive with copies of the relevant standards. The training will be held at the Foundation for Senior Living Southwest Building Science Training Center (SWBSTC) located at 3051 S. 45th Street, Phoenix, AZ 85040 on the following dates: Thursday Monday Tuesday Monday Tuesday Wednesday September 20 September 24 September 25 October 1 October 9 October 10 There is a limit of 3 persons per agency. Each training will be a one day event broken up into two parts by a one hour lunch break. Lunch will be provided. Each of the six training sessions will accommodate approximately 15 persons. Each available training day will remain open until enrollment reaches 100%, so the sooner you enroll the better the selection of dates. The cost for the training will be paid by ADOH except for travel, lodging, meals, etc. To register for training contact Ms. Esmeralda Duran at eduran@fsl.org or call the Southwest Building Science Training Center at 602.532.2976 Ext. 3. 1110 W. Washington, Suite 310 |Phoenix, AZ 85007 Telephone (602) 771‐1000 | Facsimile (602) 771‐1002 | TDY (602) 771‐1001 www.azhousing.gov The Arizona Department of Housing 2012 Information Bulletin REGARDING PROGRAMS: State Housing Fund Program REGARDING FUNDING SOURCES: Home Investment Partnership Program (HOME), State Housing Fund INFORMATION BULLETIN No. 30‐12 ISSUED: September 7, 2012 RE: 1. Clarifications to 2012 Owner Occupied Housing Rehabilitation (OOHR) Application and Rental Development Application 2. Threshold Reminders for OOHR NOFA No. 23‐12 and Rental NOFA No. 24‐12; 3. Training Announcement OOHR Clarifications to Application Format The Department has posted a corrected application form on its website to clarify the application format instructions. Applications should be formatted as follows: Applications must be typewritten or computer generated. Applicants are not to revise the formatting of these forms in any way. A copy of this application is available by US Mail, on diskette, by e‐mail, or at the Department’s website: www.azhousing.gov . Application material must be: • 8 ½ x 11 format • Single‐sided • Original plus one copy. Each must be two‐hole punched at the top and bound with a large clip. • Indexed and tabbed to correspond with the application checklist. In instances where the tab documentation is not applicable to a project, the tab must still be included and a single sheet indicating “N/A” should be included in the designated space with an explanation of why the information is not applicable. The tabulation format should not be altered in any way. 1 RENTAL DEVELOPMENT Clarifications to Application Format The Department wishes to amend the application format stated in the Rental NOFA No. 24‐12. Applications should be formatted as follows: Applications must be typewritten or computer generated. Applicants are not to revise the formatting of these forms in any way. A copy of this application is available by US Mail, on diskette, by e‐mail, or at the Department’s website: www.azhousing.gov . Paper copy of Application Material must be:  Bound in a 3 ring binder  8 ½ x 11 format  Single‐sided  Indexed and tabbed to correspond with the application checklist In instances where the documentation is not applicable to a project, the tab must still be included and a single sheet indicating “N/A” and a statement describing the reason(s) the item is not applicable should be included in this space. The tabulation format should not be altered in any way. STATE HOUSING FUND GUIDE SECTION 2.2 (B) COMMON THRESHOLD REMINDER (APPLIES TO ALL OOHR AND RENTAL APPLICATIONS) Beginning with 2012‐2013 ADOH will apply new performance “threshold” criteria. To be eligible to apply for State Housing Funds the applicant and all of its team members, with the exception of the applicant’s consultant (“Applicant Team”) must meet the following performance criteria on all SHF contracts on the date the application is received by ADOH. a) All reporting required by the Department is up to date. b) All monitoring findings have been cleared. c) Applicant Team is compliant with all current contracts. d) Applicant Team is in conformance with all original contract Project Timelines or has obtained ADOH approvals for revisions or amendments to their Project Timelines. e) For all previously funded projects environmental clearances have been obtained and scope of work has begun. f) Applicant Team has no current contracts in which project completion reports and data have not been submitted and accepted by the Department within 60 days of a final draw. g) Applicant Team has no current contract in which funds have not been drawn for 9 months. h) Applicant Team with contracts in their 24th or greater month: 2 i. Performance: Scope of Work 100 percent complete and Contract Close‐out Report received and approved. ii. Expenditure Rates: HOME Funds 100 percent expended or de‐obligated. i) Applicant Team has no completed projects with outstanding or unresolved contractual, property, or beneficiary‐related compliance issues on SHF funded projects. j) The applicant is listed as an eligible party to apply. k) The activity, project or property type is eligible. l) State Housing Funds are budgeted for eligible uses. m) The proposed beneficiaries are eligible. n) The amount of State Housing Funds invested per unit does not exceed the program limits and is at least $1,000/unit. o) Applicant has certified that all development or rehabilitation will meet, at a minimum, all local building codes and the State Rehabilitation Standards when applicable, is properly zoned for the proposed use and meets local ordinances. p) The applicant (and all of its team members) is not included on the Federal Excluded Parties List (www.epls.gov). q) The Environmental Review requirements pursuant to 24 CFR Part 58, (for OOHR only: up to Part III HUD Appendix A) are complete and an Authority to use Grant Funds is provided. PLEASE NOTE: Applicants are expected to submit a copy of the ERR Authority to Use Grant Funds in their application package at the designated TAB. Applicants and project applications must meet ALL of the common and ALL of the activity‐ specific threshold requirements to be considered for competitive funding. Applications not meeting all threshold items will be given a remedy period of five (5) business days during which they may submit the required information. The Department will contact the applicant (via standard mail, fax or email), regarding the insufficient documentation. Applications that remain incomplete after the expiration of the remedy period will not be considered for funding and will be returned to the Applicant. A copy of the application will remain with ADOH. Applicants should carefully read the 2012‐2013 Program Summary and Application Guide; their respective NOFA and their respective Application Forms and Instructions to be certain all common and project specific thresholds are met at the time of submission of the application. It is the responsibility of the Applicant to review the Department’s website for updates. 3 Upcoming Training ADOH is providing program staff training for agencies who are preparing to submit an application for SHF funding and seek a greater understanding of the new ADOH weatherization standards. This 8 hour custom training is primarily designed for OOHR but it will explain the similarities between HERS standards (Rental Standard) and BPI standards (OOHR Standard). It will familiarize the Rehabilitation Specialist with the new Weatherization Standards and provide a first‐hand demonstration of why the Weatherization Standards are critical, for example insulation does not work unless it is installed correctly on an air barrier. This one day class will show you what tests the energy auditor will perform, the resulting determination of measures and the Weatherization Standards by which these measures are governed. Each attendee will receive a flash drive with copies of the relevant standards. The training will be held at the Foundation for Senior Living Southwest Building Science Training Center (SWBSTC) located at 3051 S. 45th Street, Phoenix, AZ 85040 on the following dates: Thursday Monday Tuesday Monday Tuesday Wednesday September 20 – CLASS IS FULL September 24 – LIMITED SPACE LEFT September 25 October 1 October 9 October 10 – LIMITED SPACE LEFT There is a limit of 3 persons per agency. Each training session will be a one day event broken up into two parts by a one hour lunch break. Lunch will be provided. Each of the six training sessions will accommodate approximately 15 persons. Each available training day will remain open until enrollment reaches 100%, so the sooner you enroll the better the selection of dates. The cost for the training will be paid by ADOH except for travel, lodging, meals, etc. To register for training contact Ms. Esmeralda Duran at eduran@fsl.org or call the Southwest Building Science Training Center at 602.532.2976 Ext. 3. 1110 W. Washington, Suite 310 | Phoenix, AZ 85007 Telephone (602) 771‐1000 | Facsimile (602) 771‐1002 | TDY (602) 771‐1001 www.azhousing.gov 4 The Arizona Department of Housing 2012 Information Bulletin REGARDING PROGRAMS: State Housing Fund Programs REGARDING FUNDING SOURCES: Home Investment Partnership Program (HOME) INFORMATION BULLETIN No. 31‐12 ISSUED: September 7, 2012 RE: Revision to 2012 ‐2013 SHF Program Summary and Application Guide – Chapter 4 Owner Occupied Housing Rehabilitation Programs (OOHR) In response to recent discussions with our OOHR program partners, the Department has posted a revised 2012‐2013 SHF Program Summary and Application Guide. The Guide has been amended at Chapter 4, Section 4.13.8 to remove the requirements for contractors to obtain bid guarantee, payment and performance bonds in order make the contractor bid process more competitive and accessible. It is important to understand that SHF recipient’s are responsible for protecting the assisted homeowner’s interests in the event the General Contractor fails to pay the subcontractors or if the construction is either not performed in a workmanlike manner or abandoned prior to completion. It is a common industry practice to retain a portion of the general contractor draws as “insurance” to prevent such events. Therefore Section 4.13.8 has been amended to read as follows: 8. Unit inspection, work write-up, cost estimate, bidding processes, contractor selection. Construction must be performed by a licensed general contractor. A management entity acting in place of a general contractor is not permitted. General contractors or any of their subcontractors must not appear on the Federal Excluded Parties List and must have met all the licensing and insurance requirements for the ROC. Recipients are to adopt a schedule of contractor payment that is based on reimbursement for completed work and includes a minimum retainer for each draw of 10%. Recipients may chose to adopt an alternative payment schedule that would provide for even greater retention, for example: 20% of total contract upon completion of 30% of the work; Additional 20% upon completion of 50% of the work; Additional 40% upon completion of 100% of the work and submission of lien waivers from sub-contractors; and Final 20% plus change orders upon completion of all punch list items and a final Lien waiver from the General Contractor. Final Draw must not be released until final inspections are completed, the rehab specialist and the homeowner have signed and accepted all repairs and the general contractor has provided all necessary lien waivers. 1 Recipients should have a clearly defined retention and payment schedule adopted in their Housing Rehabilitation Guidelines. Further questions regarding this change can be directed via e‐mail to: Kathy Blodgett, Administrator CD&R Programs Arizona Department of Housing Kathy.Blodgett@azhousing.gov 1110 W. Washington, Suite 310 | Phoenix, AZ 85007 Telephone (602) 771‐1000 | Facsimile (602) 771‐1002 | TDY (602) 771‐1001 www.azhousing.gov 2 The Arizona Department of Housing 2012 Information Bulletin REGARDING PROGRAMS: Community Development and Revitalization REGARDING FUNDING SOURCES: CDBG INFORMATION BULLETIN No. 32‐12 ISSUED: September 17, 2012 RE: Notice of Funding Availability for CDBG State Special Projects Competitive Funding Round 2 NOTICE OF FUNDING AVAILABILITY (NOFA OR NOTICE) For FY 2012, the Arizona Department of Housing (ADOH) expects to allocate approximately $900,000.00 in Community Development Block Grant (CDBG) Program funds to State Special Projects (SSP). The FY 2012 SSP funds will be distributed in the second competitive funding round and the application submission deadline is December 17, 2012 at 4 p.m. The Application Process for the SSP funding allocation is described in the CDBG Application Handbook (revised January 2009) with any changes or additional requirements outlined in this Notice. The CDBG Application Handbook and SSP Rating Forms (the Rating Tool and the Completeness Review Form) can be obtained from the ADOH website at: http://www.azhousing.gov/ShowPage.aspx?ID=449&CID=16 CHANGES FROM FY2011 There is a significant project eligibility change from the FY2011 SSP application round. The change is as follows:  Project Eligibility: Only those activity types listed on Appendix B of the State of Arizona FY2012 Action Plan with a priority ranking of “High” or “Medium” for the categories listed below will be eligible to apply for CDBG SSP funding. Projects listed as a “Low” priority and those not listed will not be eligible to apply for funding. Applicants unsure of an activity’s eligibility are encouraged to contact ADOH staff to discuss the project. A copy of the Appendix B can be found in the FY2012 Final Action Plan on the ADOH Website at: http://www.azhousing.gov/ShowPage.aspx?ID=137&CID=15 Eligible Categories are as follows:  Public Facilities and Improvements  Community/Supportive Housing Facilities  Housing  Economic Development E‐Bulletin 32‐12 Issued 9/17/12 1  Application Thresholds: Threshold requirements have changed. There are general thresholds that apply to every application and thresholds that are project specific. Applications must meet both general and project specific thresholds in order to be eligible for scoring. Any application that does not meet all applicable threshold requirements will not be competitively scored and will be denied for funding. Please review Part I of the ADOH CDBG SSP Rating Tool FY2012. The rating tool can be obtained from the ADOH website at: http://www.azhousing.gov/ShowPage.aspx?ID=449&CID=16  Scoring: The competitive scoring criteria have changed. There is now a minimum score requirement of 70 points. Any applications not scoring the minimum 70 points will not be considered for funding. Please review Part II, III & IV of the ADOH CDBG SSP Rating Tool FY2012 carefully. The rating tool can be obtained from the ADOH website at: http://www.azhousing.gov/ShowPage.aspx?ID=449&CID=16 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 tribal lands and the cities of Flagstaff, Prescott and Yuma. • All of Arizona’s counties except Maricopa and Pima Counties. Eligible Activities Any eligible CDBG activity listed on Appendix B of the State of Arizona FY2012 Annual Action Plan under the categories of Public Facilities and Improvements; Community/Supportive Housing Facilities; Housing; and Economic Development with a priority ranking of “High” or “Medium” can be undertaken with State Special Projects (SSP) Account. Activities must meet a CDBG National Objective. Applicants unsure of an activity’s eligibility are encouraged to contact ADOH staff to discuss the project. Eligible activities should be ready to begin implementation within 30 days of execution of the Funding Agreement, and must anticipate completion within the self‐determined and approved contract timeframe, generally not to exceed 24 months. 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 Section 6 of the CDBG Application Handbook (Rev. January 2009). Applications that are not complete and do not contain the following items will be rejected. For all applications: • The activity meets one of the three national objectives: o Low‐to‐Moderate Income Benefit o Slum/Blight o Urgent Need • At least 70% of all SSP funds must benefit persons of low and moderate income. E‐Bulletin 32‐12 Issued 9/17/12 2 • Slum/Blight and Urgent Needs activities are capped at a maximum of 30% of the total CDBG allocation per year. Applicants proposing Slum/Blight or Urgent Need projects must notify the Department in advance for approval of the submission of a Slum/Blight or Urgent Need project application. Slum/Blight projects must address one or more of the conditions indicated in the applicant’s resolution as the reason for designation of the target area as Slum/Blight. • Environmental Review Record: Both new and re‐evaluation requests must be reviewed and approved by ADOH prior to submittal of an SSP Application. Evidence of approval of either a new or re‐evaluated ERR must be submitted with the SSP Application. Specifically: o All applications must include the project specific E‐13 Authority to Use Grant Funds issued by ADOH with an issuance date prior to submission of the SSP application. o For Environmental Review Records subject to re‐evaluation, ADOH will issue a written notification of approval. Applications must include a copy of this notification of approved re‐evaluation as well as a copy of the original E‐13. o Please see the ADOH Environmental Review Handbook available on our website at http://www.azhousing.gov/ShowPage.aspx?ID=387&CID=16 • Applicant must submit extensive public participation information demonstrating they held at least two (2) public hearings. Documentation must include copies of: ads, postings, P2 and P4 affidavits, meeting minutes and sign in sheets from each meeting/hearing, and a list of all projects discussed. • Applicant must submit detailed cost estimates and budgets for both administrative and project funding that have been carefully considered to maximize the potential of CDBG funds. • Applicant must provide documentation evidencing a clearly‐defined and appropriate Service Area for the project (e.g. project maps, census data, surveys, appropriate/complete application forms etc.). For Public Facilities and Improvements: • Eligible activities are: o Water System Improvements o Wastewater System Improvements o Road/Street Improvements o Flood and Drainage Improvements o Other Public or Privately Owned Utilities • Applicant must submit complete construction plans and specifications including evidence of approval by the appropriate department at the local government level • Applicant must submit proof of site control. • Applicant must submit final engineering design drawings, signed and certified. • Applicant must submit a 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. • Applicant must include copies of all applicable permits (e.g. zoning, building, Army Corps of Engineers) or letters from the appropriate bodies stating these permits will likely be approved within 30 days of award notification. In the event that permits are not applicable (i.e. work performed by city staff in the right of way owned by the city) the applicant must provide a detailed written explanation of why permits are not applicable to the project. E‐Bulletin 32‐12 Issued 9/17/12 3 • • Applicant must submit evidence of proper zoning for the project type from the appropriate planning and/or zoning dept. Cost estimates have been signed and certified by an Architect, Engineer or Contractor. For Community/Supportive Housing Facilities: • Eligible Activities are: o ADA/ROB Improvements – as a standalone activity for any community/supportive housing facility (including parks, playgrounds, libraries, youth centers, community centers, etc.) o Senior Centers o Food Banks o Physical or Psychological Disabilities Facilities o Homeless Facilities o Supportive Housing Facilities (DV shelters, halfway houses, housing for disaster victims, hospitals etc.) • Applicant must submit complete construction plans and specifications with detailed drawings of the final product. • Applicant must submit documentation demonstrating that the applicant or subrecipient owns the land in question with no restrictive agreements attached to the land. • Applicant must provide a list of qualified bidders selected for solicitation and statement certifying that the local government or subrecipient will select vendors thru a competitive procurement process compliant with CDBG guidelines. • Cost Estimates have been signed and certified by an Architect, Engineer or Contractor. • Applicant must include copies of all applicable permits (e.g. zoning, building, Army Corps of Engineers) or letters from the appropriate bodies stating these permits will likely be approved within 30 days of award notification. In the event that permits are not applicable (i.e. work performed by city staff in the right of way owned by the city) the applicant must provide a detailed written explanation of why permits are not applicable to the project. For Housing: • Eligible activities are: o Owner Occupied Housing Rehabilitation o Rental Housing Rehabilitation o Lead‐based Paint Evaluation or Reduction • Applicant must provide a copy of the wait list of income qualified homeowners/tenants that is signed by the CDBG Contact to support need. Wait list must include household name, address, size, AMI% and race/ethnicity information. • Applicant must submit a copy of the community’s Housing Rehab Guidelines (HRGs) AND a copy of the ADOH document approving the HRGs. HRG’s therefore must be reviewed and approved by ADOH prior to submission of an SSP application. HRG’s must have incorporated energy efficiency retrofitting policies and procedures. • Applicant must submit evidence that the community’s HRGs have been adopted by its governing body via a resolution or meeting minutes. • Applicant must submit a copy of the initial inspections (HQS or equivalent) for each of the units to be assisted. • If Rental Rehab: applicant must include documented evidence the landlord has site control. • If Rental Rehab: applicant must submit a copy of the agreement between the landlord and the local government to rent a certain percentage of units to L/M income households. E‐Bulletin 32‐12 Issued 9/17/12 4 For Economic Development Assistance: • Eligible activities are: o Direct Assistance to For‐profit Businesses o Economic Development Services o Micro‐enterprise Assistance to Businesses • Applicant must submit a list of qualified business owners to be assisted. • Applicant must provide letters from the assisted businesses agreeing to create or retain jobs and comply with CDBG requirements for economic development activities. • Applicant must provide evidence that the activities proposed are financially feasible. • If infrastructure/construction project: cost estimates have been certified by an Architect, Engineer or Contractor. 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. All documented evidence of Public Participation process where the project for this SSP application was selected must be submitted. Please refer to the CDBG Application Handbook: http://www.azhousing.gov/ShowPage.aspx?ID=387&CID=16 Selection of Project Awards Projects will be selected for SSP funding by a competitive process through which applications are scored. Applications that have met all applicable threshold requirements will be competitively scored with the highest scoring applications receiving awards until available funds are exhausted. Scored applications will be kept on file for one year and the next highest scoring application will be funded only if funding becomes available through recapture or de‐obligated CDBG funds sufficient to award the additional project. The goals of the rating system are as follows: • Ensure fairness in competition for the grants; • Increase the objectivity of the reviews; and • Provide grantees with more information on how to write a competitive application. The application rating system places additional emphasis on: targeting the most low‐moderate income people and communities; determining the need for the activity; past performance of the applicant and/or administrating agency; and cost effectiveness of the project. The SSP Rating Tool and a completeness review form can be obtained from the ADOH website at: http://www.azhousing.gov/ShowPage.aspx?ID=449&CID=16 Please review this NOFA, the rating tool, completeness form, and the CDBG Grant Application Review Forms (pp. 183‐210 of the CDBG Application Handbook) to ensure that your application has supplied all relevant information under each criterion and may obtain the maximum points available to your type of project. Selection Notification ADOH anticipates notifying all applicants within 90 days of application deadline as to whether they will be funded or not. Applicants approved for funding should be prepared to initiate projects within 30 days of notification. E‐Bulletin 32‐12 Issued 9/17/12 5 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. Maximum Grant Amount The maximum grant available including administrative funding under this notice is $300,000. Funds unexpended at contract termination shall be returned to ADOH. Contract Terms Funding Agreements 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. The maximum timeframe for project completion is 24 months. The successful applicant must return Funding Agreement documents with Mayor’s/Board Chair’s signature within 30 days of their receipt. Funding Agreements not returned within the specified time period will be terminated and funds will be reassigned to the next highest scoring applicant. ADOH will terminate any Funding Agreement and recapture funds from the same Funding Agreement in which the Recipient does not commence any of the activities described in the Scope of Work (Attachment A) or fails to expend any funds in accordance with the Budget (Attachment C) within One hundred eighty (180) calendar days from the full execution date of the Funding Agreement. APPLICATION TIMELINE The following is a listing of key dates in the application and funding process:  Application Handbook release: January 2009  NOFA release: September 17, 2012  Application Deadline: December 17, 2012, 4:00 p.m. APPLICATION SUBMITTAL All communities/counties eligible to receive funding from the State CDBG program are eligible to apply for SSP funds. Each community/county is encouraged to submit an application for one project. Applicants must submit one (1) original and one (1) copy of the application. The entire application (both original and copy) must be two‐hole punched at the top and secured by a clasp. DO NOT submit applications in binders. Any drawings, maps, plans or supportive documents may be included unbound (if not feasible to bound) but must be legible, designated and labeled. Applications must be received by ADOH no later than Monday, December 17, 2012 by 4:00 p.m. Applications will be considered received if one of the following indicates a date and time no later than the application due date: • Fed Ex, UPS, etc. delivery documents; or • Department staff documentation of receipt. E‐Bulletin 32‐12 Issued 9/17/12 6 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 1110 W. Washington, Suite 310 Phoenix, AZ 85007 Telephone (602) 771‐1000 Facsimile (602) 771‐1002 TDY (602) 771‐1001 www.azhousing.gov E‐Bulletin 32‐12 Issued 9/17/12 7 The Arizona Department of Housing 2012 Information Bulletin REGARDING PROGRAMS: Rental Development REGARDING FUNDING SOURCES: Low Income Housing Tax Credit Program INFORMATION BULLETIN No. 33‐12 ISSUED: September 27, 2012 RE: 2013 Draft Qualified Allocation Plan The Arizona Department of Housing has published its first draft of the 2013 Qualified Allocation Plan. For your convenience, it is a redlined draft of the 2012 QAP The draft can be found at: www.azhousing.gov Comments to the draft will be accepted in writing to the following email address: 2013-QAP-Comments@azhousing.gov As a reminder, the Department will hold its first focus group for comments at the 2012 Arizona Housing Forum in Tucson on October 4, 2012. The second focus group will be held in Phoenix the following week on October 9, 2012. 2013 QAP Focus Groups TUCSON Thursday, October 4, 2012 – 2:15 pm J.W. Marriott Starr Pass Resort 3800 W. Starr Pass Boulevard Tucson, AZ PHOENIX Tuesday, October 9, 2012 – 9:00 am Carnegie Library – Auditorium 1101 W. Washington Street Phoenix, AZ INFORMATION: Andrew Rael, Assistant Deputy Director of Programs ‐ (602) 771‐1010 1110 W. Washington, Suite 310 | Phoenix, AZ 85007 Telephone (602) 771‐1000 Facsimile (602) 771‐1002 TDY (602) 771‐1001 www.azhousing.gov The Arizona Department of Housing 2012 Information Bulletin REGARDING PROGRAMS: Rental Development, Owner-Occupied Housing Rehabilitation REGARDING FUNDING SOURCES: Low Income Housing Tax Credit Program, State Housing Fund INFORMATION BULLETIN No. 34-12 ISSUED: October 12, 2012 RE: 2013 Qualified Allocation Plan, State Housing Fund NOFA Owner Occupied Housing Rehabilitation, State Housing Fund NOFA Rental Development 2013 QUALIFIED ALLOCATION PLAN The Draft 2013 QAP was issued through Information Bulletin 33-12 on September 27, 2012 and is available on the ADOH website at this link. Two focus groups have been held and numerous written comments have been received via the following email: 2013-QAP-Comments@azhousing.gov Written comments will continue to be accepted via the above email until October 19, 2012 at 5 p.m. ADOH will issue a final 2013 QAP by November 2, 2012 at 4 p.m. A public hearing to discuss the 2013 QAP will be held on Wednesday, November 14, 2012 at 9 a.m at the following location: Carnegie Library – Main Floor 1101 W. Washington Street Phoenix, AZ 85007 Free parking is available on the street surrounding the library and in the Department of Environmental Quality garage on the northwest corner of 10th Avenue and Washington. STATE HOUSING FUND NOFA OWNER OCCUPIED HOUSING REHABILITATION The State Housing Fund NOFA for Owner Occupied Housing Rehabilitation issued through IB 23-12 on July 13, 2012 is due by November 15, 2012 at 4 p.m. New Weatherization Standards referenced in the 2012-2013 State Housing Fund Program Summary and Application Guide have been modified. The first paragraph of the Weatherization Standards have been revised as follows and denoted by underline: Deficiencies identified in the energy audit, related to the specifications listed below. must be included in the OOHR Scope-of- Work and corrected in the rehabilitation. Items identified in the energy audit not related to the specifications listed below may be corrected at the discretion off the Rehabilitation Specialist. The purpose of this clarification is to point out that the weatherization specifications are the basis of the weatherization standards, not the energy audit. The revised Weatherization Standards are located at this link. IB 34-12 Issued 10/12/2012 2 STATE HOUSING FUND NOFA RENTAL DEVELOPMENT The State Housing Fund NOFA for Rental Development issued through IB 24-12 on July 13, 2012 is due by November 30, 2012 at 4 p.m. Waiver requests will be accepted for Section 2.2 (B)(q) of the 2012-2013 State Housing Fund Program Summary and Application Guide which requires a completed Environmental Review and an Authority to Use Grant Funds at the time of application. Applications with waiver requests will receive secondary consideration for funding behind applications that meet this threshold criteria, notwithstanding, performance and other threshold criteria. Only waiver requests that indicate substantial progress and completion of the Environmental Review and receipt of an Authority to Use Grant Funds by December 31, 2012 will be considered. 1110 W. Washington, Suite 310 | Phoenix, AZ 85007 Telephone (602) 771-1000 Facsimile (602) 771-1002 TDY (602) 771-1001 www.azhousing.gov The Arizona Department of Housing 2012 Information Bulletin REGARDING PROGRAMS: RENTAL COMPLIANCE REGARDING FUNDING SOURCES: Low Income Housing Tax Credit Program INFORMATION BULLETIN No. 36-12 ISSUED: November 6, 2012 RE: 2012 LIHTC Annual Report Workbook Low-Income Housing Tax Credit (LIHTC) project owners are required to submit an Annual Report to ADOH each year of the compliance period as defined in the Declaration of Affirmative Land Use and Restrictive Covenants Agreement (LURA). LIHTC Annual Reports are due annually on March 15th for the preceding calendar year. The 2012 LIHTC Annual Report Workbook has been posted on our website, www.azhousing.gov on the FORMS AND HANDBOOKS page in the Rental Compliance & Monitoring: Annual Reports section. Follow this link or copy and paste it into your browser: http://www.azhousing.gov/ShowPage.aspx?ID=450&CID=16 The LIHTC Annual Report Workbook is to be downloaded, completed, and submitted in both hard copy and electronically on a CD in Excel format to ADOH by March 15, 2013. On the INSTRUCTIONS tab of the LIHTC Annual Report Workbook, you will find that ADOH has created a guide that outlines the documents required and provides instruction on how to complete the report correctly. Required documents that must be submitted include the Utility Allowance Schedule, the Owner’s Certificate of Continuing Program Compliance (Exhibit A) and its attachments, the Rental Schedule (Exhibit B) and its attachments, Audited Financial Statements (see next paragraph), and a Special Commitments Report (Exhibit D). If already required by a syndicator or other partner, Audited Financial Statements must be submitted to ADOH. If financial statements are not audited, owners may submit un-audited statements and must include a signed certification testifying that audited financials are not performed on the project. As always, annual compliance monitoring fees are due with the submission of the Annual Report. ADOH will mail invoices to the owner and management company contacts on file; please submit a copy of the invoice with payment so that it may be appropriately applied. Questions with regard to the changes to the annual report requirements should be directed to Lisa Troy, Housing Compliance Administrator at (602) 771-1071 or lisa.troy@azhousing.gov. 1110 W. Washington, Suite 310 | Phoenix, AZ 85007 Telephone (602) 771-1000 | Facsimile (602) 771-1002 TDY (602) 771-1001 | www.azhousing.gov Arizona Department of Housing 2012 Information Bulletin REGARDING PROGRAMS: Rental Development REGARDING FUNDING SOURCES: Low Income Housing Tax Credit Program INFORMATION BULLETIN No. 37-12 ISSUED: November 6, 2012 RE: 2013 Qualified Allocation Plan The Arizona Department of Housing has published the final 2013 Qualified Allocation Plan (QAP). The 2013 QAP. For your convenience, ADOH is also providing a redline of the 2012 QAP. Both documents can be accessed on our website, www.azhousing.gov on the Publications page, linked here: http://www.azhousing.gov/ShowPage.aspx?ID=137&CID=15 As a reminder ADOH will hold a public hearing regarding the 2013 QAP on Wednesday, November 14, 2012 at 9:00 am at the following location: Carnegie Library – Auditorium 1101 W. Washington Street Phoenix, Arizona 85007 Free parking is available on the streets surrounding the library and at the Arizona Department of Environmental Quality garage at the northwest corner of 10th Avenue and Washington. INFORMATION: Andrew Rael, Assistant Deputy Director of Programs, (602) 771-1010 1110 W. Washington, Suite 310 |Phoenix, AZ 85007 Telephone (602) 771-1000 | Facsimile (602) 771-1002 | TDY (602) 771-1001 www.azhousing.gov Arizona Department of Housing 2012 Information Bulletin REGARDING PROGRAMS: Rental Development REGARDING FUNDING SOURCES: Low Income Housing Tax Credit Program INFORMATION BULLETIN No. 38‐12 ISSUED: November 21, 2012 RE: 2013 LIHTC Application Workshop Scheduled ADOH will hold the 2013 LIHTC Application Workshop on January 23, 2013 from 9:00 am to 2:00 pm at the Phoenix Airport Marriott, 1101 N. 44th Street in Phoenix, AZ. This one day workshop will provide a cursory review of the 2013 LIHTC application process, as well as an overview of the LIHTC compliance requirements and weatherization standards. Developers (or their development team designee) who plan to submit an application in the 2013 round must attend this annual training. Attendees are encouraged to review the 2013 Qualified Allocation Plan (QAP) prior to the workshop. The document can be downloaded here. The fee for this workshop is $75. No at door registration is available. We will allow unlimited paid registrations until January 16. After January 16, no on‐line registrations will be allowed and potential registrants must call ADOH to register. A block of rooms has been set aside under the group name: ADOH LIHTC Application Workshop at the rate of $128 per night. Please make reservations by calling the toll‐free line at 800‐228‐9290. A certificate of attendance generated by ADOH must be included in the 2013 LIHTC application. Certificates will be e‐mailed to attendees within 30 days after the workshop. Registration will begin at 8:00 am and the program will begin at 9:00 am. Registration includes a continental breakfast and lunch. Registration is now open on‐line at the ADOH website at this link. 1110 W. Washington, Suite 310 |Phoenix, AZ 85007 Telephone (602) 771‐1000 | Facsimile (602) 771‐1002 | TDY (602) 771‐1001 www.azhousing.gov The Arizona Department of Housing 2012 Information Bulletin REGARDING PROGRAMS: Rental Development REGARDING FUNDING SOURCES: LIHTC, State Housing Fund INFORMATION BULLETIN No. 39-12 ISSUED: December 6, 2012 RE: 2013 Qualified Allocation Plan (QAP) The 2013 QAP that is currently posted on the ADOH website is a draft. ADOH expects to have a final version signed and approved by the Governor posted on the ADOH website by the end of December. Substantive changes are not expected. The new 2013 LIHTC application and all application forms and exhibits will be posted at the same time. There have been changes to the Difficult to Development Areas (DDAs) listed in Exhibit E of the LIHTC application. Coconino County, Flagstaff and Graham County are no longer DDAs for 2013. A new Exhibit E reflecting the new DDAs has been posted (ahead of the rest of the application) at http://www.azhousing.gov/ShowPage.aspx?ID=451&CID=16 ADOH is also providing “Clarifications to the 2013 QAP” in a Q&A log format at the same link. This document will be updated continually, and is provided as a service to ensure that up-to-date information, clarifications and interpretations are available to the development community and general public. Applicants are responsible for checking the site for updates to this document. Please e-mail any questions regarding this notice or additional requests for clarifications pertaining to the 2013 QAP to: Jeanne.redondo@azhousing.gov 1110 W. Washington, Suite 310 |Phoenix, AZ 85007 Telephone (602) 771-1000 Facsimile (602) 771-1002 TDY (602) 771-1001 www.azhousing.gov 1 Arizona Department of Housing 2012 Information Bulletin PROGRAMS: Low Income Housing Tax Credit (LIHTC) Program REGARDING: Low Income Housing Tax Credit Income and Rent Limits (Post‐1989 Developments) effective as of 12‐1‐12 INFORMATION BULLETIN No. 40‐12 ISSUED: RE: December 10, 2012 New Income and Rent Limits for post‐1989 Projects Attached are the new 2013 Income and Rent Limits (post‐1989 Projects) for the Low Income Housing Tax Credit (LIHTC) program. These limits are effective as of December 1, 2012. The tables are also available for download on the Forms and Handbooks page of our website, www.azhousing.gov. Alternate limits are available for the HERA impacted counties of Maricopa/Pinal, Cochise, Graham, Greenlee, Mohave and Santa Cruz. ADOH approval is required to use the alternate limits. Contact Lisa Troy, Rental Compliance Administrator at (602) 771‐1071 or by e‐mail at lisa.troy@azhousing.gov. 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 FOR RENTS BASED ON UNIT SIZE (Number of bedrooms: Post 1989 Projects) (Figures derived from HUD Median Income Charts effective 12/1/12) 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 Phoenix 60 $26,520 $30,300 $34,080 $37,860 $40,920 $43,920 $46,980 $49,980 $663 $710 (Maricopa/Pinal) 50 $22,100 $25,250 $28,400 $31,550 $34,100 $36,600 $39,150 $41,650 $552 $591 40 $17,680 $20,200 $22,720 $25,240 $27,280 $29,280 $31,320 $33,320 $442 $473 30 $13,260 $15,150 $17,040 $18,930 $20,460 $21,960 $23,490 $24,990 $331 $355 20 $8,840 $10,100 $11,360 $12,620 $13,640 $14,640 $15,660 $16,660 $221 $236 HERA 60 $28,020 $31,980 $36,000 $39,960 $43,200 $46,380 $49,560 $52,800 $700 Special 50 $23,350 $26,650 $30,000 $33,300 $36,000 $38,650 $41,300 $44,000 $583 40 $18,680 $21,320 $24,000 $26,640 $28,800 $30,920 $33,040 $35,200 $467 30 $14,010 $15,990 $18,000 $19,980 $21,600 $23,190 $24,780 $26,400 $350 20 $9,340 $10,660 $12,000 $13,320 $14,400 $15,460 $16,520 $17,600 $233 Tucson 60 $24,360 $27,840 $31,320 $34,800 $37,620 $40,380 $43,200 $45,960 $609 $652 (Pima) 50 $20,300 $23,200 $26,100 $29,000 $31,350 $33,650 $36,000 $38,300 $507 $543 40 $16,240 $18,560 $20,880 $23,200 $25,080 $26,920 $28,800 $30,640 $406 $435 30 $12,180 $13,920 $15,660 $17,400 $18,810 $20,190 $21,600 $22,980 $304 20 $8,120 $9,280 $10,440 $11,600 $12,540 $13,460 $14,400 $15,320 $203 Rent 5 Bdrm Rent Rent Rent $852 $984 $1,098 $1,212 $710 $820 $915 $1,010 $568 $656 $732 $808 $426 $492 $549 $606 $284 $328 $366 $404 $750 $900 $1,039 $1,159 $1,279 $625 $750 $866 $966 $1,066 $500 $600 $693 $773 $853 $375 $450 $519 $579 $639 $250 $300 $346 $386 $426 $783 $905 $1,009 $1,114 $652 $754 $841 $928 $522 $603 $673 $743 $326 $391 $452 $504 $557 $217 $261 $301 $336 $371 Yuma 60 $20,100 $22,980 $25,860 $28,680 $31,020 $33,300 $35,580 $37,860 $502 $538 $646 $746 $832 $918 (Yuma) 50 $16,750 $19,150 $21,550 $23,900 $25,850 $27,750 $29,650 $31,550 $418 $448 $538 $621 $693 $765 40 $13,400 $15,320 $17,240 $19,120 $20,680 $22,200 $23,720 $25,240 $335 $359 $431 $497 $555 $612 30 $10,050 $11,490 $12,930 $14,340 $15,510 $16,650 $17,790 $18,930 $251 $269 $323 $373 $416 $459 20 $6,700 $7,660 $8,620 $9,560 $10,340 $11,100 $11,860 $12,620 $167 $179 $215 $248 $277 $306 HERA 60 $20,460 $23,400 $26,340 $29,220 $31,560 $33,900 $36,240 $38,580 $511 $548 $658 $759 $847 $935 Special 50 $17,050 $19,500 $21,950 $24,350 $26,300 $28,250 $30,200 $32,150 $426 $456 $548 $633 $706 $779 40 $13,640 $15,600 $17,560 $19,480 $21,040 $22,600 $24,160 $25,720 $341 $365 $439 $506 $565 $623 30 $10,230 $11,700 $13,170 $14,610 $15,780 $16,950 $18,120 $19,290 $255 $274 $329 $379 $423 $467 20 $6,820 $7,800 $8,780 $9,740 $10,520 $11,300 $12,080 $12,860 $170 $182 $219 $253 $282 $311 12/10/12 All fractions are rounded down. ARIZONA LOW INCOME HOUSING TAX CREDIT PROGRAM - IMPUTED INCOMES/ALLOWABLE RENTS FOR RENTS BASED ON UNIT SIZE (Number of bedrooms: Post 1989 Projects) (Figures derived from HUD Median Income Charts effective 12/1/12) 0 Bdrm 1 Bdrm 2 Bdrm 3 Bdrm 4 Bdrm MSA/County % (1 Person) (2 Persons) (3 Persons) (4 Persons) (5 Persons) Apache 60 $20,100 $22,980 $25,860 $28,680 50 $16,750 $19,150 $21,550 $23,900 40 $13,400 $15,320 $17,240 30 $10,050 $11,490 20 $6,700 60 50 5 Bdrm (6 Persons) (7 Persons) (8 Persons) Rent Rent Rent Rent Rent Rent $31,020 $33,300 $35,580 $37,860 $502 $538 $646 $746 $832 $918 $25,850 $27,750 $29,650 $31,550 $418 $448 $538 $621 $693 $765 $19,120 $20,680 $22,200 $23,720 $25,240 $335 $359 $431 $497 $555 $612 $12,930 $14,340 $15,510 $16,650 $17,790 $18,930 $251 $269 $323 $373 $416 $459 $7,660 $8,620 $9,560 $10,340 $11,100 $11,860 $12,620 $167 $179 $215 $248 $277 $306 $22,380 $25,560 $28,740 $31,920 $34,500 $37,080 $39,600 $42,180 $559 $599 $718 $830 $927 $1,022 $18,650 $21,300 $23,950 $26,600 $28,750 $30,900 $33,000 $35,150 $466 $499 $598 $691 $772 $851 40 $14,920 $17,040 $19,160 $21,280 $23,000 $24,720 $26,400 $28,120 $373 $399 $479 $553 $618 $681 30 $11,190 $12,780 $14,370 $15,960 $17,250 $18,540 $19,800 $21,090 $279 $299 $359 $415 $463 $511 20 $7,460 $8,520 $9,580 $10,640 $11,500 $12,360 $13,200 $14,060 $186 $199 $239 $276 $309 $340 HERA 60 $23,520 $26,880 $30,240 $33,540 $36,240 $38,940 $41,640 $44,280 $588 $630 $756 $872 $973 $1,074 Special 50 $19,600 $22,400 $25,200 $27,950 $30,200 $32,450 $34,700 $36,900 $490 $525 $630 $726 $811 $895 40 $15,680 $17,920 $20,160 $22,360 $24,160 $25,960 $27,760 $29,520 $392 $420 $504 $581 $649 $716 30 $11,760 $11 760 $13,440 $13 440 $15,120 $15 120 $16,770 $16 770 $18,120 $18 120 $19,470 $19 470 $20,820 $20 820 $22,140 $22 140 $294 $315 $378 $436 $486 $537 20 $7,840 $8,960 $10,080 $11,180 $12,080 $12,980 $13,880 $14,760 $196 $210 $252 $290 $324 $358 60 $26,100 $29,820 $33,540 $37,260 $40,260 $43,260 $46,260 $49,200 $652 $699 $838 $969 $1,081 $1,193 50 $21,750 $24,850 $27,950 $31,050 $33,550 $36,050 $38,550 $41,000 $543 $582 $698 $807 $901 $994 40 $17,400 $19,880 $22,360 $24,840 $26,840 $28,840 $30,840 $32,800 $435 $466 $559 $646 $721 $795 30 $13,050 $14,910 $16,770 $18,630 $20,130 $21,630 $23,130 $24,600 $326 $349 $419 $484 $540 $596 20 $8,700 $9,940 $11,180 $12,420 $13,420 $14,420 $15,420 $16,400 $217 $233 $279 $323 $360 $397 60 $20,100 $22,980 $25,860 $28,680 $31,020 $33,300 $35,580 $37,860 $502 $538 $646 $746 $832 $918 50 $16,750 $19,150 $21,550 $23,900 $25,850 $27,750 $29,650 $31,550 $418 $448 $538 $621 $693 $765 40 $13,400 $15,320 $17,240 $19,120 $20,680 $22,200 $23,720 $25,240 $335 $359 $431 $497 $555 $612 30 $10,050 $11,490 $12,930 $14,340 $15,510 $16,650 $17,790 $18,930 $251 $269 $323 $373 $416 $459 20 $6,700 $7,660 $8,620 $9,560 $10,340 $11,100 $11,860 $12,620 $167 $179 $215 $248 $277 $306 Cochise Coconino Gila HERA 60 $21,600 $24,660 $27,720 $30,780 $33,300 $35,760 $38,220 $40,680 $540 $578 $693 $801 $894 $986 Special 50 $18,000 $20,550 $23,100 $25,650 $27,750 $29,800 $31,850 $33,900 $450 $481 $577 $667 $745 $821 40 $14,400 $16,440 $18,480 $20,520 $22,200 $23,840 $25,480 $27,120 $360 $385 $462 $534 $596 $657 30 $10,800 $12,330 $13,860 $15,390 $16,650 $17,880 $19,110 $20,340 $270 $289 $346 $400 $447 $493 20 $7,200 $9,240 $10,260 $11,100 $11,920 $12,740 $13,560 $180 $90 $231 $267 $298 $328 12/10/12 All fractions are rounded down. ARIZONA LOW INCOME HOUSING TAX CREDIT PROGRAM - IMPUTED INCOMES/ALLOWABLE RENTS FOR RENTS BASED ON UNIT SIZE (Number of bedrooms: Post 1989 Projects) (Figures derived from HUD Median Income Charts effective 12/1/12) 0 Bdrm 1 Bdrm 2 Bdrm 3 Bdrm 4 Bdrm MSA/County Graham % (1 Person) (2 Persons) (3 Persons) (4 Persons) (5 Persons) (6 Persons) (7 Persons) (8 Persons) Rent Rent Rent Rent Rent 5 Bdrm Rent 60 $20,820 $23,760 $26,760 $29,700 $32,100 $34,500 $36,840 $39,240 $520 $557 $669 $772 $862 $951 50 $17,350 $19,800 $22,300 $24,750 $26,750 $28,750 $30,700 $32,700 $433 $464 $557 $643 $718 $792 40 $13,880 $15,840 $17,840 $19,800 $21,400 $23,000 $24,560 $26,160 $347 $371 $446 $515 $575 $634 30 $10,410 $11,880 $13,380 $14,850 $16,050 $17,250 $18,420 $19,620 $260 $278 $334 $386 $431 $475 20 $6,940 $7,920 $8,920 $9,900 $10,700 $11,500 $12,280 $13,080 $173 $185 $223 $257 $287 $317 HERA 60 $21,180 $24,180 $27,180 $30,180 $32,640 $35,040 $37,440 $39,840 $529 $567 $679 $785 $876 $966 Special 50 $17,650 $20,150 $22,650 $25,150 $27,200 $29,200 $31,200 $33,200 $441 $472 $566 $654 $730 $805 40 $14,120 $16,120 $18,120 $20,120 $21,760 $23,360 $24,960 $26,560 $353 $378 $453 $523 $584 $644 30 $10,590 $12,090 $13,590 $15,090 $16,320 $17,520 $18,720 $19,920 $264 $283 $339 $392 $438 $483 20 $7,060 $8,060 $9,060 $10,060 $10,880 $11,680 $12,480 $13,280 $176 $189 $226 $261 $292 $322 60 $22,440 $25,620 $28,800 $31,980 $34,560 $37,140 $39,660 $42,240 $561 $600 $720 $831 $928 $1,023 Greenlee 50 $18,700 $21,350 $24,000 $26,650 $28,800 $30,950 $33,050 $35,200 $467 $500 $600 $693 $773 $853 40 $14,960 $17,080 $19,200 $21,320 $23,040 $24,760 $26,440 $28,160 $374 $400 $480 $554 $619 $682 30 $11,220 $11 220 $12,810 $12 810 $14,400 $14 400 $15,990 $15 990 $17,280 $17 280 $18,570 $18 570 $19,830 $19 830 $21,120 $21 120 $280 $300 $360 $415 $464 $511 20 $7,480 $8,540 $9,600 $10,660 $11,520 $12,380 $13,220 $14,080 $187 $200 $240 $277 $309 $341 $1,102 HERA 60 $24,120 $27,600 $31,020 $34,440 $37,200 $39,960 $42,720 $45,480 $603 $646 $775 $895 $999 Special 50 $20,100 $23,000 $25,850 $28,700 $31,000 $33,300 $35,600 $37,900 $502 $538 $646 $746 $832 $918 40 $16,080 $18,400 $20,680 $22,960 $24,800 $26,640 $28,480 $30,320 $402 $431 $517 $597 $666 $735 30 $12,060 $13,800 $15,510 $17,220 $18,600 $19,980 $21,360 $22,740 $301 $323 $387 $447 $499 $551 20 $8,040 $9,200 $10,340 $11,480 $12,400 $13,320 $14,240 $15,160 $201 $215 $258 $298 $333 $367 60 $20,100 $22,980 $25,860 $28,680 $31,020 $33,300 $35,580 $37,860 $502 $538 $646 $746 $832 $918 50 $16,750 $19,150 $21,550 $23,900 $25,850 $27,750 $29,650 $31,550 $418 $448 $538 $621 $693 $765 40 $13,400 $15,320 $17,240 $19,120 $20,680 $22,200 $23,720 $25,240 $335 $359 $431 $497 $555 $612 30 $10,050 $11,490 $12,930 $14,340 $15,510 $16,650 $17,790 $18,930 $251 $269 $323 $373 $416 $459 20 $6,700 $7,660 $8,620 $9,560 $10,340 $11,100 $11,860 $12,620 $167 $179 $215 $248 $277 $306 La Paz 12/10/12 All fractions are rounded down. ARIZONA LOW INCOME HOUSING TAX CREDIT PROGRAM - IMPUTED INCOMES/ALLOWABLE RENTS FOR RENTS BASED ON UNIT SIZE (Number of bedrooms: Post 1989 Projects) (Figures derived from HUD Median Income Charts effective 12/1/12) 0 Bdrm 1 Bdrm 2 Bdrm 3 Bdrm 4 Bdrm MSA/County % (1 Person) (2 Persons) (3 Persons) (4 Persons) (5 Persons) Mohave 60 $20,460 $23,400 $26,340 $29,220 50 $17,050 $19,500 $21,950 $24,350 40 $13,640 $15,600 $17,560 30 $10,230 $11,700 20 $6,820 $7,800 5 Bdrm (6 Persons) (7 Persons) (8 Persons) Rent Rent Rent Rent Rent Rent $31,560 $33,900 $36,240 $38,580 $511 $548 $658 $759 $847 $935 $26,300 $28,250 $30,200 $32,150 $426 $456 $548 $633 $706 $779 $19,480 $21,040 $22,600 $24,160 $25,720 $341 $365 $439 $506 $565 $623 $13,170 $14,610 $15,780 $16,950 $18,120 $19,290 $255 $274 $329 $379 $423 $467 $8,780 $9,740 $10,520 $11,300 $12,080 $12,860 $170 $182 $219 $253 $282 $311 HERA 60 $28,260 $32,280 $36,300 $40,320 $43,560 $46,800 $50,040 $53,280 $706 $756 $907 $1,048 $1,170 $1,291 Special 50 $23,550 $26,900 $30,250 $33,600 $36,300 $39,000 $41,700 $44,400 $588 $630 $756 $873 $975 $1,076 40 $18,840 $21,520 $24,200 $26,880 $29,040 $31,200 $33,360 $35,520 $471 $504 $605 $699 $780 $861 30 $14,130 $16,140 $18,150 $20,160 $21,780 $23,400 $25,020 $26,640 $353 $378 $453 $524 $585 $645 20 $9,420 $10,760 $12,100 $13,440 $14,520 $15,600 $16,680 $17,760 $235 $252 $302 $349 $390 $430 60 $20,220 $23,100 $25,980 $28,860 $31,200 $33,480 $35,820 $38,100 $505 $541 $649 $750 $837 $924 50 $16,850 $19,250 $21,650 $24,050 $26,000 $27,900 $29,850 $31,750 $421 $451 $541 $625 $697 $770 40 $13,480 $15,400 $17,320 $19,240 $20,800 $22,320 $23,880 $25,400 $337 $361 $433 $500 $558 $616 30 $10,110 $10 110 $11,550 $11 550 $12,990 $12 990 $14,430 $14 430 $15,600 $15 600 $16,740 $16 740 $17,910 $17 910 $19,050 $19 050 $252 $270 $324 $375 $418 $462 20 $6,740 $7,700 $8,660 $9,620 $10,400 $11,160 $11,940 $12,700 $168 $180 $216 $250 $279 $308 60 $20,100 $22,980 $25,860 $28,680 $31,020 $33,300 $35,580 $37,860 $502 $538 $646 $746 $832 $918 50 $16,750 $19,150 $21,550 $23,900 $25,850 $27,750 $29,650 $31,550 $418 $448 $538 $621 $693 $765 40 $13,400 $15,320 $17,240 $19,120 $20,680 $22,200 $23,720 $25,240 $335 $359 $431 $497 $555 $612 30 $10,050 $11,490 $12,930 $14,340 $15,510 $16,650 $17,790 $18,930 $251 $269 $323 $373 $416 $459 20 $6,700 $7,660 $8,620 $9,560 $10,340 $11,100 $11,860 $12,620 $167 $179 $215 $248 $277 $306 $951 Navajo Santa Cruz HERA 60 $20,820 $23,760 $26,760 $29,700 $32,100 $34,500 $36,840 $39,240 $520 $557 $669 $772 $862 Special 50 $17,350 $19,800 $22,300 $24,750 $26,750 $28,750 $30,700 $32,700 $433 $464 $557 $643 $718 $792 40 $13,880 $15,840 $17,840 $19,800 $21,400 $23,000 $24,560 $26,160 $347 $371 $446 $515 $575 $634 30 $10,410 $11,880 $13,380 $14,850 $16,050 $17,250 $18,420 $19,620 $260 $278 $334 $386 $431 $475 20 $6,940 $7,920 $8,920 $9,900 $10,700 $11,500 $12,280 $13,080 $173 $185 $223 $257 $287 $317 60 $23,100 $26,400 $29,700 $32,940 $35,580 $38,220 $40,860 $43,500 $577 $618 $742 $856 $955 $1,054 50 $19,250 $22,000 $24,750 $27,450 $29,650 $31,850 $34,050 $36,250 $481 $515 $618 $713 $796 $878 40 $15,400 $17,600 $19,800 $21,960 $23,720 $25,480 $27,240 $29,000 $385 $412 $495 $571 $637 $703 30 $11,550 $13,200 $14,850 $16,470 $17,790 $19,110 $20,430 $21,750 $288 $309 $371 $428 $477 $527 20 $7,700 $8,800 $9,900 $10,980 $11,860 $12,740 $13,620 $14,500 $192 $206 $247 $285 $318 $351 Yavapai 12/10/12 All fractions are rounded down. Arizona Department of Housing 2012 Information Bulletin PROGRAMS: Low Income Housing Tax Credit (LIHTC) Program REGARDING: Low Income Housing Tax Credit Income and Rent Limits (Post‐1989 Developments) effective as of 12‐1‐12 INFORMATION BULLETIN No. 41‐12 ISSUED: RE: December 14, 2012 Income and Rent Limits for post‐1989 Projects – Revised 12/14/12 The 2013 Income and Rent Limits (post‐1989 Projects) for the Low Income Housing Tax Credit (LIHTC) program released last week have been revised effective December 14, 2012. These limits are effective as December 1, 2012. The revised tables are attached for your review and are also available for download on the Forms and Handbooks page of our website, www.azhousing.gov. Alternate limits are available for the HERA impacted counties of Maricopa/Pinal, Cochise, Graham, Greenlee, Mohave and Santa Cruz. ADOH approval is required to use the alternate limits. Contact Lisa Troy, Rental Compliance Administrator at (602) 771‐1071 or by e‐mail at lisa.troy@azhousing.gov. 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 FOR RENTS BASED ON UNIT SIZE (Number of bedrooms: Post 1989 Projects) (Figures derived from HUD Median Income Charts effective 12/1/12) (All fractions are rounded down) 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 5 Bdrm Rent Phoenix 60 $26,520 $30,300 $34,080 $37,860 $40,920 $43,920 $46,980 $49,980 $663 $710 $852 $984 $1,098 $1,212 (Maricopa/Pinal) 50 $22,100 $25,250 $28,400 $31,550 $34,100 $36,600 $39,150 $41,650 $552 $591 $710 $820 $915 $1,010 40 $17,680 $20,200 $22,720 $25,240 $27,280 $29,280 $31,320 $33,320 $442 $473 $568 $656 $732 $808 30 $13,260 $15,150 $17,040 $18,930 $20,460 $21,960 $23,490 $24,990 $331 $355 $426 $492 $549 $606 20 $8,840 $10,100 $11,360 $12,620 $13,640 $14,640 $15,660 $16,660 $221 $236 $284 $328 $366 $404 HERA 60 $28,020 $31,980 $36,000 $39,960 $43,200 $46,380 $49,560 $52,800 $700 $750 $900 $1,039 $1,159 $1,279 Special 50 $23,350 $26,650 $30,000 $33,300 $36,000 $38,650 $41,300 $44,000 $583 $625 $750 $866 $966 $1,066 40 $18,680 $21,320 $24,000 $26,640 $28,800 $30,920 $33,040 $35,200 $467 $500 $600 $693 $773 $853 30 $14,010 $15,990 $18,000 $19,980 $21,600 $23,190 $24,780 $26,400 $350 $375 $450 $519 $579 $639 20 $9,340 $10,660 $12,000 $13,320 $14,400 $15,460 $16,520 $17,600 $233 $250 $300 $346 $386 $426 Tucson 60 $25,200 $28,800 $32,400 $35,940 $38,820 $41,700 $44,580 $47,460 $630 $675 $810 $934 $1,042 $1,150 (Pima) 50 $21,000 $24,000 $27,000 $29,950 $32,350 $34,750 $37,150 $39,550 $525 $562 $675 $778 $868 $958 40 $16,800 $19,200 $21,600 $23,960 $25,880 $27,800 $29,720 $31,640 $420 $450 $540 $623 $695 $767 30 $12,600 $14,400 $16,200 $17,970 $19,410 $20,850 $22,290 $23,730 $315 $337 $405 $467 $521 $575 0 20 $8,400 $8, 00 $9,600 $10,800 $ 0,800 $11,980 $ ,980 $12,940 $ ,9 0 $13,900 $ 3,900 $14,860 $ ,860 $15,820 $ 5,8 0 $210 $ 0 $225 $ 5 $270 $ 0 $311 $3 $347 $3 $383 Yuma 60 $20,700 $23,640 $26,580 $29,520 $31,920 $34,260 $36,660 $39,000 $517 $554 $664 $768 $856 $945 (Yuma) 50 $17,250 $19,700 $22,150 $24,600 $26,600 $28,550 $30,550 $32,500 $431 $461 $553 $640 $713 $788 Apache Rev. 12/14/12 40 $13,800 $15,760 $17,720 $19,680 $21,280 $22,840 $24,440 $26,000 $345 $369 $443 $512 $571 $630 30 $10,350 $11,820 $13,290 $14,760 $15,960 $17,130 $18,330 $19,500 $258 $277 $332 $384 $428 $472 20 $6,900 $7,880 $8,860 $9,840 $10,640 $11,420 $12,220 $13,000 $172 $184 $221 $256 $285 $315 60 $20,700 $23,640 $26,580 $29,520 $31,920 $34,260 $36,660 $39,000 $517 $554 $664 $768 $856 $945 50 $17,250 $19,700 $22,150 $24,600 $26,600 $28,550 $30,550 $32,500 $431 $461 $553 $640 $713 $788 40 $13,800 $15,760 $17,720 $19,680 $21,280 $22,840 $24,440 $26,000 $345 $369 $443 $512 $571 $630 30 $10,350 $11,820 $13,290 $14,760 $15,960 $17,130 $18,330 $19,500 $258 $277 $332 $384 $428 $472 20 $6,900 $7,880 $8,860 $9,840 $10,640 $11,420 $12,220 $13,000 $172 $184 $221 $256 $285 $315 Page 1 of 4 ARIZONA LOW INCOME HOUSING TAX CREDIT PROGRAM - IMPUTED INCOMES/ALLOWABLE RENTS FOR RENTS BASED ON UNIT SIZE (Number of bedrooms: Post 1989 Projects) (Figures derived from HUD Median Income Charts effective 12/1/12) (All fractions are rounded down) 0 Bdrm 1 Bdrm 2 Bdrm 3 Bdrm 4 Bdrm MSA/County % (1 Person) (2 Persons) (3 Persons) (4 Persons) Rent Rent Rent Rent Rent Cochise 60 $22,740 $25,980 $29,220 $32,460 $35,100 $37,680 $40,260 50 $18,950 $21,650 $24,350 $27,050 $29,250 $31,400 $33,550 $42,900 $568 $609 $730 $844 $942 $1,039 $35,750 $473 $507 $608 $703 $785 40 $15,160 $17,320 $19,480 $21,640 $23,400 $25,120 $866 $26,840 $28,600 $379 $406 $487 $563 $628 30 $11,370 $12,990 $14,610 $16,230 $17,550 $693 $18,840 $20,130 $21,450 $284 $304 $365 $422 $471 20 $7,580 $8,660 $9,740 $10,820 $519 $11,700 $12,560 $13,420 $14,300 $189 $203 $243 $281 $314 $346 HERA 60 $23,520 $26,880 $30,240 Special 50 $19,600 $22,400 $25,200 $33,540 $36,240 $38,940 $41,640 $44,280 $588 $630 $756 $872 $973 $1,074 $27,950 $30,200 $32,450 $34,700 $36,900 $490 $525 $630 $726 $811 40 $15,680 $17,920 $895 $20,160 $22,360 $24,160 $25,960 $27,760 $29,520 $392 $420 $504 $581 $649 30 $11,760 $716 $13,440 $15,120 $16,770 $18,120 $19,470 $20,820 $22,140 $294 $315 $378 $436 $486 20 $537 $7,840 $8,960 $10,080 $11,180 $12,080 $12,980 $13,880 $14,760 $196 $210 $252 $290 $324 $358 60 $26,100 $29,820 $33,540 $37,260 $40,260 $43,260 $46,260 $49,200 $652 $699 $838 $969 $1,081 $1,193 50 $21,750 $24,850 $27,950 $31,050 $33,550 $36,050 $38,550 $41,000 $543 $582 $698 $807 $901 $994 40 $17,400 $19,880 $22,360 $24,840 $26,840 $28,840 $30,840 $32,800 $435 $466 $559 $646 $721 $795 30 $13,050 $14,910 $16,770 $18,630 $20,130 $21,630 $23,130 $24,600 $326 $349 $419 $484 $540 $596 20 $8,700 $9,940 $11,180 $12,420 $13,420 $14,420 $15,420 $16,400 $217 $233 $279 $323 $360 $397 60 $20,760 $23,700 $26,640 $29,580 $31,980 $34,320 $36,720 $39,060 $519 $555 $666 $769 $858 $947 50 $17,300 $19,750 $22,200 $24,650 $26,650 $28,600 $30,600 $32,550 $432 $463 $555 $641 $715 $789 40 $13,840 $15,800 $17,760 $19,720 $21,320 $22,880 $24,480 $26,040 $346 $370 $444 $513 $572 $631 30 $10,380 $11,850 $13,320 $14,790 $15,990 $17,160 $18,360 $19,530 $259 $277 $333 $384 $429 $473 20 $6,920 $7,900 $8,880 $9,860 $10,660 $11,440 $12,240 $13,020 $173 $185 $222 $256 $286 $315 HERA 60 $21,600 $24,660 $27,720 $30,780 $33,300 $35,760 $38,220 $40,680 $540 $578 $693 $801 $894 $986 Special 50 $18,000 $20,550 $23,100 $25,650 $27,750 $29,800 $31,850 $33,900 $450 $481 $577 $667 $745 $821 40 $14,400 $16,440 $18,480 $20,520 $22,200 $23,840 $25,480 $27,120 $360 $385 $462 $534 $596 $657 30 $10,800 $12,330 $13,860 $15,390 $16,650 $17,880 $19,110 $20,340 $270 $289 $346 $400 $447 $493 20 $7,200 $8,220 $9,240 $10,260 $11,100 $11,920 $12,740 $13,560 $180 $192 $231 $267 $298 $328 60 $21,420 $24,480 $27,540 $30,600 $33,060 $35,520 $37,980 $40,440 $535 $573 $688 $795 $888 $980 50 $17,850 $20,400 $22,950 $25,500 $27,550 $29,600 $31,650 $33,700 $446 $478 $573 $663 $740 $816 40 $14,280 $16,320 $18,360 $20,400 $22,040 $23,680 $25,320 $26,960 $357 $382 $459 $530 $592 $653 30 $10,710 $12,240 $13,770 $15,300 $16,530 $17,760 $18,990 $20,220 $267 $286 $344 $397 $444 $490 20 $7,140 $8,160 $9,180 $10,200 $11,020 $11,840 $12,660 $13,480 $178 $191 $229 $265 $296 $326 Gila Graham Rev. 12/14/12 (6 Persons) (7 Persons) (8 Persons) 5 Bdrm Rent Coconino (5 Persons) Page 2 of 4 ARIZONA LOW INCOME HOUSING TAX CREDIT PROGRAM - IMPUTED INCOMES/ALLOWABLE RENTS FOR RENTS BASED ON UNIT SIZE (Number of bedrooms: Post 1989 Projects) (Figures derived from HUD Median Income Charts effective 12/1/12) (All fractions are rounded down) 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 Greenlee 60 $23,100 $26,400 $29,700 $33,000 $35,640 $38,280 $40,920 $43,560 $577 $618 $742 50 $19,250 $22,000 $24,750 $27,500 $29,700 $31,900 $34,100 $36,300 $481 $515 $618 40 $15,400 $17,600 $19,800 $22,000 $23,760 $25,520 $27,280 $29,040 $385 $412 $495 30 $11,550 $13,200 $14,850 $16,500 $17,820 $19,140 $20,460 $21,780 $288 $309 20 $7,700 $8,800 $9,900 $11,000 $11,880 $12,760 $13,640 $14,520 $192 $206 Rent 5 Bdrm Rent Rent $858 $957 $1,056 $715 $797 $880 $572 $638 $704 $371 $429 $478 $528 $247 $286 $319 $352 $1,102 HERA 60 $24,120 $27,600 $31,020 $34,440 $37,200 $39,960 $42,720 $45,480 $603 $646 $775 $895 $999 Special 50 $20,100 $23,000 $25,850 $28,700 $31,000 $33,300 $35,600 $37,900 $502 $538 $646 $746 $832 $918 40 $16,080 $18,400 $20,680 $22,960 $24,800 $26,640 $28,480 $30,320 $402 $431 $517 $597 $666 $735 30 $12,060 $13,800 $15,510 $17,220 $18,600 $19,980 $21,360 $22,740 $301 $323 $387 $447 $499 $551 20 $8,040 $9,200 $10,340 $11,480 $12,400 $13,320 $14,240 $15,160 $201 $215 $258 $298 $333 $367 La Paz Mohave 60 $20,700 $23,640 $26,580 $29,520 $31,920 $34,260 $36,660 $39,000 $517 $554 $664 $768 $856 $945 50 $17,250 $19,700 $22,150 $24,600 $26,600 $28,550 $30,550 $32,500 $431 $461 $553 $640 $713 $788 40 $13,800 $15,760 $17,720 $19,680 $21,280 $22,840 $24,440 $26,000 $345 $369 $443 $512 $571 $630 30 $10,350 $11,820 $13,290 $14,760 $15,960 $17,130 $18,330 $19,500 $258 $277 $332 $384 $428 $472 20 $6,900 $7,880 $8,860 $9,840 $10,640 $11,420 $12,220 $13,000 $172 $184 $221 $256 $285 $315 60 $20,760 $23,700 $26,640 $29,580 $31,980 $34,320 $36,720 $39,060 $519 $555 $666 $769 $858 $947 50 $17,300 $19,750 $22,200 $24,650 $26,650 $28,600 $30,600 $32,550 $432 $463 $555 $641 $715 $789 40 $13,840 $15,800 $17,760 $19,720 $21,320 $22,880 $24,480 $26,040 $346 $370 $444 $513 $572 $631 30 $10,380 $11,850 $13,320 $14,790 $15,990 $17,160 $18,360 $19,530 $259 $277 $333 $384 $429 $473 20 $6,920 $7,900 $8,880 $9,860 $10,660 $11,440 $12,240 $13,020 $173 $185 $222 $256 $286 $315 HERA 60 $28,260 $32,280 $36,300 $40,320 $43,560 $46,800 $50,040 $53,280 $706 $756 $907 $1,048 $1,170 $1,291 Special 50 $23,550 $26,900 $30,250 $33,600 $36,300 $39,000 $41,700 $44,400 $588 $630 $756 $873 $975 $1,076 40 $18,840 $21,520 $24,200 $26,880 $29,040 $31,200 $33,360 $35,520 $471 $504 $605 $699 $780 $861 30 $14,130 $16,140 $18,150 $20,160 $21,780 $23,400 $25,020 $26,640 $353 $378 $453 $524 $585 $645 20 $9,420 $10,760 $12,100 $13,440 $14,520 $15,600 $16,680 $17,760 $235 $252 $302 $349 $390 $430 Rev. 12/14/12 Page 3 of 4 ARIZONA LOW INCOME HOUSING TAX CREDIT PROGRAM - IMPUTED INCOMES/ALLOWABLE RENTS FOR RENTS BASED ON UNIT SIZE (Number of bedrooms: Post 1989 Projects) (Figures derived from HUD Median Income Charts effective 12/1/12) (All fractions are rounded down) 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) Navajo 60 $20,700 $23,640 $26,580 $29,520 $31,920 $34,260 $36,660 5 Bdrm Rent Rent Rent Rent Rent Rent $39,000 $517 $554 $664 $768 $856 $945 50 $17,250 $19,700 $22,150 $24,600 $26,600 $28,550 $30,550 $32,500 $431 $461 $553 $640 $713 $788 40 $13,800 $15,760 $17,720 $19,680 $21,280 $22,840 $24,440 $26,000 $345 $369 $443 $512 $571 $630 30 $10,350 $11,820 $13,290 $14,760 $15,960 $17,130 $18,330 $19,500 $258 $277 $332 $384 $428 $472 20 $6,900 $7,880 $8,860 $9,840 $10,640 $11,420 $12,220 $13,000 $172 $184 $221 $256 $285 $315 HERA 60 $20,880 $23,880 $26,880 $29,820 $32,200 $34,620 $37,020 $39,420 $522 $559 $672 $775 $865 $955 Special 50 $17,400 $19,900 $22,400 $24,850 $263,850 $28,850 $30,850 $32,850 $435 $466 $560 $3,608 $721 $796 40 $13,920 $15,920 $17,920 $19,880 $211,080 $23,080 $24,680 $26,280 $348 $373 $448 $2,887 $577 $637 30 $10,440 $11,940 $13,440 $14,910 $158,310 $17,310 $18,510 $19,710 $261 $279 $336 $2,165 $432 $477 20 $6,960 $7,960 $8,960 $9,940 $105,540 $11,540 $12,340 $13,140 $174 $186 $224 $1,443 $288 $318 60 $20,700 $23,640 $26,580 $29,520 $31,920 $34,260 $36,660 $39,000 $517 $554 $664 $768 $856 $945 50 $17,250 $19,700 $22,150 $24,600 $26,600 $28,550 $30,550 $32,500 $431 $461 $553 $640 $713 $788 40 $13,800 $15,760 $17,720 $19,680 $21,280 $22,840 $24,440 $26,000 $345 $369 $443 $512 $571 $630 30 $10,350 $11,820 $13,290 $14,760 $15,960 $17,130 $18,330 $19,500 $258 $277 $332 $384 $428 $472 20 $6,900 $7,880 $8,860 $9,840 $10,640 $11,420 $12,220 $13,000 $172 $184 $221 $256 $285 $315 Santa Cruz HERA 60 $20,820 $23,760 $26,760 $29,700 $32,100 $34,500 $36,840 $39,240 $520 $557 $669 $772 $862 $951 Special 50 $17,350 $19,800 $22,300 $24,750 $26,750 $28,750 $30,700 $32,700 $433 $464 $557 $643 $718 $792 Yavapai Rev. 12/14/12 40 $13,880 $15,840 $17,840 $19,800 $21,400 $23,000 $24,560 $26,160 $347 $371 $446 $515 $575 $634 30 $10,410 $11,880 $13,380 $14,850 $16,050 $17,250 $18,420 $19,620 $260 $278 $334 $386 $431 $475 20 $6,940 $7,920 $8,920 $9,900 $10,700 $11,500 $12,280 $13,080 $173 $185 $223 $257 $287 $317 60 $23,100 $26,400 $29,700 $32,940 $35,580 $38,220 $40,860 $43,500 $577 $618 $742 $856 $955 $1,054 50 $19,250 $22,000 $24,750 $27,450 $29,650 $31,850 $34,050 $36,250 $481 $515 $618 $713 $796 $878 40 $15,400 $17,600 $19,800 $21,960 $23,720 $25,480 $27,240 $29,000 $385 $412 $495 $571 $637 $703 30 $11,550 $13,200 $14,850 $16,470 $17,790 $19,110 $20,430 $21,750 $288 $309 $371 $428 $477 $527 20 $7,700 $8,800 $9,900 $10,980 $11,860 $12,740 $13,620 $14,500 $192 $206 $247 $285 $318 $351 Page 4 of 4 The Arizona Department of Housing 2012 Information Bulletin REGARDING PROGRAMS: Low Income Housing Tax Credits REGARDING FUNDING SOURCES: LIHTC INFORMATION BULLETIN No. 06‐12 RE: Clarifications to 2012 QAP ISSUED: February 7, 2012 The Department has posted a document on its website that will be updated by ADOH as required to inform applicants in the 2012 LIHTC Application Round of clarifications to the 2012 QAP. NOTE: It is the responsibility of the Applicant to review the site for updates. Clarifications to 2012 QAP can be accessed on the ADOH website at Forms and Handbooks/Rental Development (LIHTC program). Should you have any questions with respect to this notice, please e‐mail 2012_QAP_Comments@azhousing.gov. 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 2012 Information Bulletin REGARDING PROGRAMS: Low Income Housing Tax Credits REGARDING FUNDING SOURCES: LIHTC INFORMATION BULLETIN No. 09‐12 RE: Clarifications to 2012 QAP 02‐16‐12 ISSUED: February 16, 2012 The Department has posted a document on its website that will be updated by ADOH as required to inform applicants in the 2012 LIHTC Application Round of clarifications to the 2012 QAP. This document has been revised effective February 16, 2012. NOTE: It is the responsibility of the Applicant to review the site for updates. Clarifications to 2012 QAP can be accessed on the ADOH website at Forms and Handbooks/Rental Development (LIHTC program). Should you have any questions with respect to this notice, please e‐mail 2012_QAP_Comments@azhousing.gov. 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 2012 Information Bulletin REGARDING PROGRAMS: RENTAL REGARDING FUNDING SOURCES: LOW INCOME HOUSING TAX CREDITS INFORMATION BULLETIN No. 26‐12 ISSUED: July 24, 2012 RE: Compliance Training Requirements Developers who participate in the Low Income Housing Tax Credit Program should take note that Eligibility requirements in the Qualified Allocation Plan (the “QAP”) mandate that Applicants participate in Developer Compliance Training. The half day session on Compliance provided at the annual Application Workshop, previously deemed as acceptable as meeting this requirement, will no longer be considered. Applicants must meet the definition of “Compliance Training” as stated in the QAP. Developer, Co‐Developer or Consultant must attend Compliance Training at a minimum of every five (5) years. “Compliance Training” means instructional programs taught by authorized providers on operating and managing Projects in conformance with the requirements of I.R.C. §42, Reg. 1.42‐5, the QAP and the LURA. Approved Compliance Training providers are: ADOH, Compliance Solutions, THEOPRO and Spectrum. If Developers have attended an approved Compliance Training within the last five years, a certificate from that training will be acceptable. Additionally, Management Agents will also be held to meeting Compliance Training requirements as noted in the QAP. Management Agent Compliance Training is offered by ADOH on the Compliance Manual and owners’/managers’ compliance responsibilities. Property Managers must attend and be certified annually on ADOH compliance monitoring. Property Managers must submit a Compliance Training certificate with the Project annual report to ADOH. The Department’s next scheduled Compliance Training will be held on October 23‐24, 2012 in Tucson, AZ. Please see the Department’s website for further guidance on registration. Questions may be directed to Ruby Dhillon at (602) 771‐1031, e‐mail: Ruby.Dhillon@azhousing.gov, or Lisa Troy at (602) 771‐1071, e‐mail: Lisa.Troy@azhousing.gov. 1110 W. Washington, Suite 310, Phoenix, AZ 85007 | Telephone (602) 771‐1000 | Facsimile (602) 771‐1002 |TDY (602) 771‐1001 www.azhousing.gov The Arizona Department of Housing 2012 Information Bulletin REGARDING PROGRAMS: RENTAL REGARDING FUNDING SOURCES: Low Income Housing Tax Credit Program INFORMATION BULLETIN No. 01‐12 ISSUED: January 6, 2012 RE: 2012 LIHTC QUALIFIED ALLOCATION PLAN FINAL The final FY 2012 Qualified Allocation Plan has been posted to our website on the Publications page at: www.azhousing.gov. This document may be made available in alternative form upon request by contacting ADOH at the telephone number below. The 2012 LIHTC applications, including the attendant Exhibits and Forms are also available for download on the Forms and Handbooks page under the Rental Development (LIHTC) program. 1110 W. Washington, Suite 310 Phoenix, AZ 85007 Telephone (602) 771‐1000 Facsimile (602) 771‐1002 TDY (602) 771‐1001 www.housingaz.com 1