The Arizona Department of Housing 2014 Information Bulletin REGARDING PROGRAMS: Owner Occupied Housing Rehabilitation REGARDING FUNDING SOURCES: Home Investment Partnership Program (HOME) INFORMATION BULLETIN No. 01-14 ISSUED: January 10, 2014 RE: 2014 HOME Homeownership 95% Value Limits On January 9, 2014 HUD issued the following notice through the One CPD Resource Exchange: FY 2014 HOME Homeownership Value Limits Effective January 1, 2014 HUD has issued new HOME Homeownership Value Limits (“95% limits”) for 2014 that are effective January 1, 2014. In 24 CFR 92.254(a)(2)(iii) of the Final Rule published on July 24, 2013 and effective August 23, 2013, HUD established new homeownership value limits for HOME PJs. The Arizona Department of Housing (ADOH) has extracted the limits for all Arizona counties from the HUD posted information located on their website (link above) and produced a chart for the benefit of our partners conducting owner occupied housing rehabilitation programs. HUD has already calculated the 95% of median value limit for all unit types and therefore Grantees are to use the limits posted in the ADOH chart located under the heading “documents” on the Community Development and Revitalization page of the ADOH website at: http://www.azhousing.gov/ShowPage.aspx?ID=47&CID=12. For Questions please contact your ADOH CD&R Program Specialist or Kathy Blodgett, CD&R Programs Administrator 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 2014 Information Bulletin REGARDING PROGRAMS: Low Income Housing Tax Credit (LIHTC) program REGARDING FUNDING SOURCES: LIHTC INFORMATION BULLETIN No. 02‐14 ISSUED: January 13, 2014 RE: LIHTC Compliance On‐Line Reporting Web Training Effective immediately, live web training is available for LIHTC Compliance On‐Line Reporting. The training will be available on Mondays and Wednesdays from 9:00 am to 10:00 am (MST). Properties must be registered and have a Project ID # to take part in the on‐line training. To register the property, visit the ADOH website at: http://new.azhousing.gov/ShowPage.aspx?ID=515 After receiving a Project ID #, register for the training at wcsupport@azhousing.gov. You will be sent via e‐mail an invitation and log‐in password to the GoToMeeting site. Registrations for Mondays will be accepted until 5:00 pm (MST) on the Friday before. Registrations for Wednesdays will be accepted until 5:00 pm (MST) on the Tuesday before. (NOTE: No training will be held on Monday, January 20 as ADOH will be closed for the MLK holiday). This training is not mandatory, however it is the property’s responsibility to successfully upload or manually enter tenant data. Questions should be sent to: wcsupport@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 IB 03‐14 | State Housing Fund OOHR NOFA February 3, 2014 1 Arizona Department of Housing 2014 Information Bulletin REGARDING PROGRAMS: State Housing Fund Programs REGARDING FUNDING SOURCES: Home Investment Partnerships Program (HOME) INFORMATION BULLETIN No. 03‐14 REVISED ISSUED: February 4, 2014 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 FY2013 the Department expects to allocate approximately $2,000,000.00 in SHF. The SHF will be allocated through one competitive funding round and the application submission deadline is June 16, 2014 at 4:00 p.m. The Application process for SHF can be found in the FY2013‐2014 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 FY2013 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: 1 IB 03‐14 | State Housing Fund OOHR NOFA February 3, 2014 2  State’s Rehabilitation Standards (Rev. 11/18/13) located at: http://www.azhousing.gov/ShowPage.aspx?ID=453&CID=16.  Most recent State and Local code requirements.  Energy Star  International Energy Conservation Code (IECC, 2009 Edition) or most recently adopted by local building jurisdiction.  Weatherization Standards for OOHR Housing Rehab (Issued 10/12/12, Rev. 11/18/13) located at: http://www.azhousing.gov/ShowPage.aspx?ID=453&CID=16  All plumbing fixtures are to be “low‐flow.” The funding process can be found in the FY2013‐2014 SHF Program Summary and Application Guide which includes information regarding: 1. Completeness review 2. Threshold review 3. Scoring 4. Financial and Technical review 5. Compliance with Federal and State regulations 6. ADOH Funding Approval CHANGES FROM FY2012 There are three significant changes from the federal FY2012 OOHR application round in the application requirements as well as the application thresholds. Refer to the FY2013‐2014 SHF Program Summary and Application Guide for application and threshold requirements in addition to those noted below. The most notable changes are highlighted below:  Program Specific Thresholds. Four additional performance based thresholds have been added to the FY2013‐2014 State Housing Fund Program Summary and Application Guide at Section 4.14 Owner‐Occupied Housing Rehabilitation Program Specific Thresholds. These thresholds are as follows: o Applicants with HOME and/or CDBG funded OOHR contracts in their 24th or greater month: • Performance: Scope of Work 100 percent complete and Contract Close out Report received and approved; and • Expenditure Rates: funds 100 percent expended or de‐obligated. o Applicants with HOME and/or CDBG funded OOHR contracts in their 18th to 23rd month: • Performance: Scope of Work is currently 75 percent complete; and • Expenditure Rates: funds 75 percent expended. o Applicants with HOME and/or CDBG funded OOHR contracts in their 12th to 17th month: • Performance: Scope of Work is currently 50 percent complete; and 2 IB 03‐14 | State Housing Fund OOHR NOFA February 3, 2014 • o 3 Expenditure Rates: funds 50 percent expended. Applicants with new HOME and/or CDBG funded OOHR contracts up to their 11th month: • Performance: Scope of Work is currently 25 percent complete; and • Expenditure Rates: funds are 25 percent expended. 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.  Funding. Maximum applicant funding for this NOFA has been reduced to $275,000 total SHF funds. Please review the specific amounts in the section of this NOFA titled “MAXIMUM APPLICANT FUNDING”.  Application Form. The application is now in fillable excel format with a tab for each page of the application.  Application Section 2.17 Program Team. Additional program team information is now required for completion of this section of the application. Applicant will need to provide the following for each team member: o Name of Responsible Party o Years of Experience in Position o Hire Date o Narrative on the Responsible Party’s housing rehabilitation program experience  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 60 points and gives focus to rural programs serving very low income persons who are at or below 50% of area median income and those programs demonstrating readiness and organizational capacity. Please review the application Attachment J Owner Occupied Housing Rehabilitation Score Sheet for further scoring criteria and information. PROGRAM ELIGIBILITY Specific Owner Occupied Housing Rehabilitation program eligibility requirements are found in the FY2013‐2014 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. Additionally, review the changes noted in this NOFA at the section titled “CHANGES 3 IB 03‐14 | State Housing Fund OOHR NOFA February 3, 2014 4 FROM FY2012”. The FY2013‐2014 SHF Program Summary and Application Guide and the Owner Occupied Housing Rehabilitation Application (REV. 1‐15‐14) 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 $250,000. An additional 10% (up to $25,000) in general administrative funding thru the Housing Trust Fund is also available for a total maximum application funding of $275,000.00. 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 FY2013‐2014 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. Scoring criteria is contained in the application documents. Self‐Score Sheets are provided as part of the application. 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 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 4 IB 03‐14 | State Housing Fund OOHR NOFA February 3, 2014 5 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: http://www.azhousing.gov/ShowPage.aspx?ID=453&CID=16. Application material must be:  Original plus one copy.  8 ½ x 11 format  Single sided  Each copy must be two‐hole punched at the top and bound by a metal fastener or large clip.  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 June 16, 2014. 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. 1110 W. Washington, Suite 310 | Phoenix, AZ 85007 Telephone (602) 771‐1000 Facsimile (602) 771‐1002 TDY (602) 771‐1001 www.azhousing.gov 5 The Arizona Department of Housing 2014 Information Bulletin REGARDING PROGRAMS: CDBG REGARDING FUNDING SOURCES: CDBG INFORMATION BULLETIN No. 04‐14 ISSUED: February 18, 2014 RE: CDBG Application Handbook (Revision 2‐11‐14) The Arizona Department of Housing (the Department) has issued a revised CDBG Application Handbook, dated February 11, 2014. The CDBG Application Handbook is available on the Department’s website at: http://www.azhousing.gov/ShowPage.aspx?ID=387&CID=16 A log of the changes is attached for your convenience. Of special note: Form 16 has been completely revised as of February 11, 2014 and new instructions for completion have been included. The form is now called the Form 16 ‐ Project Timeline/Schedule of Completion and appears similar to the Attachment B Progress Report/Schedule of Completion of the Department’s Funding Agreement. Applicants for FY2014 CDBG Regional, Colonia or SSP should use the revised Form 16. All forms related to the CDBG Application Handbook are available on the Department’s website at: http://www.azhousing.gov/ShowPage.aspx?ID=449&CID=16. For questions regarding the CDBG Application Handbook (Revision 2‐11‐14) please contact us in writing: Kathy Blodgett, Administrator CD&R Programs 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 1 CDBG Application Handbook REVISIONS AS OF 2/11/14 Section 3. Application Review ‐ Threshold Review 3. Application Review ‐ Project Readiness 3. Application Review ‐ Requirements Page 40 40 41 Desc. Of Change Application is Complete ‐ paragraph added. Requirement for completed ERR prior to execution of funding agreement has been added Change from 90 days to 30 days for applicant to have firm commitment of other project funding. Staffing structure and expertise has been added as an indicator of recipient capacity to complete 41‐42 activites 3. Application Review ‐ Recipient Capacity Regional applicants will be given 30 days to respond to requests for additional 43 information/documentation 3. Additional Information Requests 4. Project Design ‐ Multiple Application Submission "Recipient has no current contract in which funds have not been drawn for six (6) months" has been 46 added as a threshold for submission of multiple applications Thresholds 73 ‐ 75 A letter of Intent Template has been added and the Sample has been updated to have check boxes 6. Distribution of CDBG Funds ‐ Letter of Intent for National Objective. Engineering, Architectural Plans and Environmental Review Records ‐ only for projects that will be 77 implemented thru the applicant's next Regional Account application(s) has been added as an eligible 6. Distribution of CDBG Funds ‐ State Special Project SSP Activity. 6. Distribution of CDBG Funds ‐ Colonias ‐ Eligible 80 Emergency repair no longer eligible as a colonia set aside activity. Must be substantial rehabilitation. Colonias Activities 84‐111 All sample certifications and Resolutions have had page numbers and revision dates added. 7. Certifications, Resolutions and Application Forms 7. Certifications, Resolutions and Application Forms 273 Job Creation/Retention Reporting Form has had the revision date added. ‐ CDBG Application and Forms 7. Certifications, Resolutions and Application Forms 193‐196 Form 16 has been re‐designed to be like the Attachment B Progress Report/Schedule of Completion ‐ CDBG Application and Forms included in Funding Agreements. Now called: "FORM 16 CDBG Project Timeline ‐ Schedule of Completion. In consultation with the applicant, the information on the FORM 16 will be used to prepare the Funding Agreement Attachment B Progress Report/Schedule of Completion. Sample non‐ housing and OOHR project timelines have been included. 11. Housing Guidance ‐ Housing Rehabilitation Guidelines 281‐283 The requirements for elements to include in recipient's Owner Occupied Housing Rehabilitation Guidelines have changed to match those requirements also used for HOME funded OOHR including ADOH Weatherization Standards The Arizona Department of Housing 2014 Information Bulletin REGARDING PROGRAMS: Community Development and Revitalization REGARDING FUNDING SOURCES: Community Development Block Grant (CDBG) INFORMATION BULLETIN No. 05‐14 ISSUED: February 19, 2014 RE: Notice of Funding Availability for CDBG Colonias Set Aside Competitive Funding NOTICE OF FUNDING AVAILABILITY (NOFA OR NOTICE) For FY 2013 and FY2014, the Arizona Department of Housing (ADOH) expects to allocate approximately $1.8 million in Community Development Block Grant (CDBG) Program combined funds to Colonias Set Aside Projects. The FY 2013/2014 Colonias Set Aside funds will be distributed in one competitive funding round and the application submission deadline is July 17, 2014 at 4 p.m. The Application Process for the Colonias funding allocation is described in Section 6 of the CDBG Application Handbook (revised February 11, 2014) with any changes or additional requirements outlined in this Notice. The CDBG Application Handbook and Colonias Set Aside Rating Tool form can be obtained from the ADOH website. Links to the specific pages are located further on in this Notice. COLONIAS SET ASIDE PROJECTS INFORMATION Eligible Applicants Consistent with federal law, eligible applicants for the State CDBG Colonias Set Aside are all incorporated cities and towns, unincorporated areas within counties and communities on Tribal lands outside of Maricopa County that are located within 150 miles from the U.S./Mexico Border and have documented the following: • • • • Defined geographical boundaries; Existence as a colonia prior to November 28, 1990; Lack of potable water or sanitary sewer prior to November 28, 1990; and Lack of decent, safe and sanitary housing prior to November 28, 1990. PLEASE NOTE: Most if not all incorporated cities and towns are not qualified in their entirety as a Colonia. Rather, a smaller defined area or neighborhood within the city or town may be the designated Colonia. 1 Attached to this NOFA is the list of Colonias designated by ADOH as of February 12, 2014. Additional designated Colonias may be added to this list periodically. Applicants unsure of their Colonias designation are encouraged to contact ADOH staff prior to application submission to determine their eligibility. ADOH will accept colonia certification/designation documentation until May 1, 2014 to establish eligibility to participate in this NOFA application round. Eligible Activities and Application Requirements Applicants should consult the CDBG Application Handbook (Revised February 11, 2014) which can be accessed and/or downloaded from the Forms and Handbooks page of the Department’s website at: http://www.azhousing.gov/ShowPage.aspx?ID=387&CID=16 Threshold Issues and Application Requirements To qualify for funding under this notice, applicants must submit all project application forms and all elements required for Colonias set aside funding in Section 6 of the CDBG Application Handbook (Revised February 11, 2014). Selection of Project Awards Projects will be selected for Colonias Set Aside 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. The goals of the rating system are as follows: • Ensure fairness in competition for the grants; • Increase the objectivity of the reviews. The application rating system places additional emphasis on: targeting the most impoverished areas and low‐moderate income communities; determining the need for the activity; past performance of the applicant and/or administrating agency; and cost effectiveness of the project. The Colonias Set Aside Rating Tool form along with 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, CDBG Application Handbook (Revised February 11, 2014), Colonias Rating Tool, and the Completeness Form 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 ninety (90) days of execution of the funding agreement. 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 cannot exceed the total amount of the Colonias Set Aside for FY2013/2014 as determined by HUD thru its formula allocation to the State of Arizona. Funds unexpended at contract termination shall be returned to ADOH. 2 APPLICATION TIMELINE The following is a listing of key dates in the application and funding process: Application Handbook (Revision 2/11/14) release: February 18, 2014 NOFA release: February 19, 2014 Application Deadline: July 17, 2014, 4:00 p.m. APPLICATION SUBMITTAL 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 Thursday, July 17, 2014 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; and Department staff documentation of receipt. Applications may not be submitted via e‐mail or fax. Applications may be delivered or mailed to: Arizona Department of Housing Attn: CDBG Colonias Set Aside 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 3 State of ARIZONA –Department of Housing ‐ Designated Colonias As of February 12, 2014 (excluding Maricopa and Pinal Counties) Cochise County:  Benson – Patrick Dr./Valley View Neighborhood  Benson – Prickly Pear/Cactus Neighborhood  Bisbee – Bakerville Neighborhood  Bisbee – Tintown Neighborhood  Douglas – Census Tract 9 (Original Townsite)  Tombstone Unincorporated Areas: o Bowie o Fry Townsite o Lower Huachuca City o San Simon o Winchester Heights Santa Cruz County:  Patagonia  Nogales – Nogalitos Neighborhood  Nogales – East Quadrant Neigh.  Nogales – West Quadrant Neigh. Unincorporated Areas: o Carmen o Chula Vista o Elgin o Firestone Gardens o Pete Kitchen o Tumacacori Yuma County:  Wellton – historic townsite Unincorporated Areas: o Avenue B & C o Dateland o Donovan Estates o Drysdale o El Prado Estates o Gadsden o Orange Grove Mobile Manor o Padre Ranchitos o Rancho Mesa Verde Units 1‐3 o Speese Addition o Tacna o Wall Lane Gila County:  Miami Graham County:  Pima Unincorporated Areas: o Artesia o Bonita/Fort Grant o Bryce/Eden o Fort Thomas o Klondyke o Lonestar o San Jose o Sanchez o Solomon Colonias located on Tribal Land: Native American tribes have various colonias designated within their boundaries.  Cocopah Indian Reservation Greenlee County:  Clifton  Duncan (including Hunter Estates Annex)  LaPaz County: Unincorporated Areas: o Buckskin Sanitary District Pima County:  Marana – Adonis Neighborhood  Marana – Berry Acres Neighborhood  Marana – Honea Heights Neighborhood  Marana – Marana Estates Neighborhood  Marana – Marana Vista Estates Neigh.  Marana – Price Lane Neighborhood  Marana – Yoem Pueblo/Sandario Neigh.  South Tucson Unincorporated Areas: o Rillito o Littletown 4 Tohono O’odham Nation o Chukut Kuk District o Gu Vo District o Pisinemo District The Arizona Department of Housing 2014 Information Bulletin REGARDING PROGRAMS: Rental Development REGARDING FUNDING SOURCES: Low Income Housing Tax Credit Program INFORMATION BULLETIN No. 06‐14 ISSUED: February 21, 2014 RE: 2014 Qualified Allocation Plan Clarifications The Arizona Department of Housing has been updating “Clarifications to the 2014 QAP” in a Q&A log format at the following link (http://www.azhousing.gov/ShowPage.aspx?ID=451&CID=16) pursuant to Information Bulletin 32‐13 issued on December 24, 2013. Applicants are responsible for checking the site for updates to this document, which are incorporated in the QAP by reference at Section 1.1(C) on page 16 of the QAP. ADOH will cease taking requests for clarifications that are received after noon on Wednesday, February 26th. The final set of clarifications will be posted by the end of the day on Thursday, February 27th. The “Clarifications to the 2014 QAP” document has been updated continually, and is provided as a service to ensure that updated information, clarifications and interpretations are available to the development community and general public. INFORMATION: Jeanne Redondo Rental Programs Administrator (602) 771‐1031 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 2014 Information Bulletin REGARDING PROGRAMS: Rental Development REGARDING FUNDING SOURCES: Low Income Housing Tax Credit Program INFORMATION BULLETIN No. 07‐14 ISSUED: March 7, 2014 RE: List of 2014 LIHTC Applications Received The list of applications received in response to the 2014 Qualified Allocation Plan is posted on the ADOH website at Forms & Handbooks/Rental Development (LIHTC Program). The information included on the list has been taken from the applications that were submitted, and has not been verified for accuracy. As such, it is subject to change as ADOH reviews the information for its conformance to the QAP. ADOH intends to post a list of reservations during the first week of June 2014. INFORMATION: Jeanne Redondo, Rental Programs Administrator, (602) 771‐1031 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 2014 Information Bulletin REGARDING PROGRAMS: Community Development Block Grant (CDBG); Home Investments Partnership Program (HOME); Housing Opportunities for Persons With Aids (HOPWA); and Emergency Solutions Grant (ESG) REGARDING FUNDING SOURCES: CDBG, HOME, HOPWA, ESG INFORMATION BULLETIN No. 08‐14 ISSUED: March 27, 2014 RE: Federal Fiscal Year 2014 Formula Allocations for CDBG, HOME, HOPWA and ESG The FFY2014 formula allocations for CDBG, HOME, HOPWA and ESG expected to be received by the Arizona Department of Housing are listed below along with a proposed method of distribution: CDBG The total FFY2014 CDBG allocation is $9,146,952. The State retains 2% plus $100,000 or $282,939 for administration and 1% or $91,470 for technical assistance activities. Additionally HUD mandates that the state expend 10% of its total allocation or $914,695 for projects located in areas designated as Colonias. The remaining adjusted allocation is divided into 85% or $6,679,171 for Regional and 15% or $1,178,677 for State Special Projects (SSP). The COG Regional allocation is as follows: CDBG Allocation by COG Region CAG NACOG SEAGO WACOG Total Allocation to Rural COGs $ $ $ $ $ 2014 Allocation Amount 1,923,368 1,621,960 1,013,238 2,120,605 6,679,171 2014 Allocation Share 28.80% 24.28% 15.17% 31.75% 100% Both the Colonias and SSP set‐asides are accessed through competitive applications. The Colonias Set‐Aside application round was previously announced through a Notice of Funding Availability (NOFA) on February 19, 2014. The CDBG SSP competitive application round will be announced through a future NOFA. 1 HOME The total FFY2014 HOME allocation is $4,955,036 of which 15% or $743,255 must be set aside for Community Housing Development Organization (CHDO) project funding. The State retains 10% of the grant award or $495,504 to be used for administration. HOME funds will be distributed through a competitive application process including NOFAs and other competitive funding vehicles. HOPWA The total FFY2014 HOPWA allocation is $230,855. A total of 10% or $23,086 of the grant award will be used for administration of which the state retains 3% ($6,926) and the remaining 7% ($16,160) will be used by project sponsors. The remaining 90% or $207,769 of the grant award will be spent on direct service provision through housing providers in the non‐entitlement counties. ESG The total FFY2014 ESG allocation is $1,414,251 which is administered by the Arizona Department of Economic Security (DES). A total of 7.5% or $106,069 is retained by DES for administration. The remaining 92.5% or $1,308,182 will be used for ESG eligible activities to benefit persons experiencing homelessness. For further information contact: Andrew Rael Assistant Deputy Director of Programs Andrew.Rael@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 2014 Information Bulletin REGARDING PROGRAMS: HOME, CDBG, HOPWA, ESG REGARDING FUNDING SOURCES: CDBG, HOME, HOPWA, ESG INFORMATION BULLETIN No. 09-14 ISSUED: March 31, 2014 RE: NOTICE OF PUBLIC HEARING 2014-2015 Annual Action Plan Notice is hereby given that on April 15, 2014 at 4:00 p.m., the Arizona Department of Housing and the Arizona Department of Economic Security will hold a Public Hearing to discuss the draft 2014-2015 Annual Action Plan. Comments received from the hearing held on September 19, 2013 at the Arizona Housing Forum were 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 2014-2015 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 Solutions Grant programs. The Emergency Solutions Grant program is administered by the Arizona Department of Economic Security. These funds will be available for the program year which begins July 1, 2014 and ends June 30, 2015 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, 2014 through May 1, 2014 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 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 2014 Information Bulletin REGARDING PROGRAMS: Community Development Block Grant (CDBG); REGARDING FUNDING SOURCES: CDBG INFORMATION BULLETIN No. 10‐14 ISSUED: April 4, 2014 RE: CDBG Income Limits Effective December 18, 2013. Attached are the 2014 income limits for the Community Development Block Grant (CDBG) program. These income limits are effective December 18, 2013. The tables are also available for download on the Income and Rent Limits page of our website: http://www.azhousing.gov/ShowPage.aspx?ID=447&CID=16 FY2014 Home Investment Partnership (HOME) program income limits have not been released by HUD. Therefore recipients should continue to use the FY2013 limits published on March 1, 2013 with Information Bulletin 03‐13 until ADOH announces the FY2014 limits through a future Information Bulletin. For further information contact: Kathy Blodgett, Administrator Community Development and Revitalization Programs 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 1 2014 ARIZONA CDBG INCOME LIMITS State of Arizona - CDBG Programs ARIZONA COUNTIES CDBG Program Income Limits Revised 4/2/14 1 PERSON 2 PERSON 3 PERSON 4 PERSON 5 PERSON 6 PERSON 7 PERSON 8 PERSON + Apache County MEDIAN HOUSEHOLD 42500 30% 50% (Very Low-Income) 80% (Low-Income) 9850 16400 26250 11250 18750 30000 12650 21100 33750 14050 23400 37450 15200 25300 40450 16300 27150 43450 17450 29050 46450 18550 30900 49450 Cochise County MEDIAN HOUSEHOLD 51900 30% 50% (Very Low-Income) 80% (Low-Income) 10900 18200 29050 12450 20800 33200 14000 23400 37350 15550 25950 41500 16800 28050 44850 18050 30150 48150 19300 32200 51500 20550 34300 54800 Coconino County MEDIAN HOUSEHOLD 57900 30% 50% (Very Low-Income) 80% (Low-Income) 12500 20850 33350 14300 23800 38100 16100 26800 42850 17850 29750 47600 19300 32150 51450 20750 34550 55250 22150 36900 59050 23600 39300 62850 Gila County MEDIAN HOUSEHOLD 48400 30% 50% (Very Low-Income) 80% (Low-Income) 10150 16950 27100 11600 19400 31000 13050 21800 34850 14500 24200 38700 15700 26150 41800 16850 28100 44900 18000 30050 48000 19150 31950 51100 Graham County MEDIAN HOUSEHOLD 52800 30% 50% (Very Low-Income) 80% (Low-Income) 11100 18500 29600 12700 21150 33800 14300 23800 38050 15850 26400 42250 17150 28550 45650 18400 30650 49050 19700 32750 52400 20950 34850 55800 Greenlee County MEDIAN HOUSEHOLD 54500 30% 50% (Very Low-Income) 80% (Low-Income) 11450 19100 30550 13100 21800 34900 14750 24550 39250 16350 27250 43600 17700 29450 47100 19000 31650 50600 20300 33800 54100 21600 36000 57600 La Paz County MEDIAN HOUSEHOLD 39900 30% 50% (Very Low-Income) 80% (Low-Income) 9850 16400 26250 11250 18750 30000 12650 21100 33750 14050 23400 37450 15200 25300 40450 16300 27150 43450 17450 29050 46450 18550 30900 49450 Mohave County MEDIAN HOUSEHOLD 44400 30% 50% (Very Low-Income) 80% (Low-Income) 9850 16450 26250 11250 18800 30000 12650 21150 33750 14050 23450 37500 15200 25350 40500 16300 27250 43500 17450 29100 46500 18550 31000 49500 Navajo County MEDIAN HOUSEHOLD 41500 30% 50% (Very Low-Income) 80% (Low-Income) 9850 16400 26250 11250 18750 30000 12650 21100 33750 14050 23400 37450 15200 25300 40450 16300 27150 43450 17450 29050 46450 18550 30900 49450 Pinal County MEDIAN HOUSEHOLD 61900 30% 50% (Very Low-Income) 80% (Low-Income) 13000 21700 34650 14850 24800 39600 16700 27900 44550 18550 30950 49500 20050 33450 53500 21550 35950 57450 23050 38400 61400 24500 40900 65350 Santa Cruz County MEDIAN HOUSEHOLD 44700 30% 50% (Very Low-Income) 80% (Low-Income) 9850 16400 26250 11250 18750 30000 12650 21100 33750 14050 23400 37450 15200 25300 40450 16300 27150 43450 17450 29050 46450 18550 30900 49450 Effective December 18, 2013 CDBG/FY2014 Arizona Income Limits 2014 ARIZONA CDBG INCOME LIMITS State of Arizona - CDBG Programs ARIZONA COUNTIES CDBG Program Income Limits Revised 4/2/14 1 PERSON 2 PERSON 3 PERSON 4 PERSON 5 PERSON 6 PERSON 7 PERSON 8 PERSON + Yavapai County MEDIAN HOUSEHOLD 54800 30% 50% (Very Low-Income) 80% (Low-Income) 11550 19200 30700 13200 21950 35100 14850 24700 39500 16450 27400 43850 17800 29600 47400 19100 31800 50900 20400 34000 54400 21750 36200 57900 Yuma County MEDIAN HOUSEHOLD 43600 30% 50% (Very Low-Income) 80% (Low-Income) 9950 16600 26500 11400 18950 30300 12800 21300 34100 14200 23650 37850 15350 25550 40900 16500 27450 43950 17650 29350 46950 18750 31250 50000 Effective December 18, 2013 CDBG/FY2014 Arizona Income Limits The Arizona Department of Housing 2014 Information Bulletin REGARDING PROGRAMS: Community Development Block Grant (CDBG); State Housing Fund (SHF) REGARDING FUNDING SOURCES: CDBG, HOME, HTF, NSP INFORMATION BULLETIN No. 11‐14 ISSUED: April 21, 2014 RE: HOME, HTF, NSP, CDBG Income & Rent Limits Effective May 1, 2014 Attached are the 2014 income limits for Home Investment Partnership (HOME), Housing Trust Fund (HTF) and the Neighborhood Stabilization program (NSP) programs. These income limits are effective May 1, 2014. Also attached are the 2014 rent limits for the HOME, HTF, NSP and CDBG programs. The income limits for the CDBG program were released in IB 10‐14 on April 4, 2014 and were effective December 18, 2013. The tables are also available for download on the Income and Rent Limits page of our website: http://www.azhousing.gov/ShowPage.aspx?ID=447&CID=16 1110 W. Washington, Suite 310 Phoenix, AZ 85007 Telephone (602) 771‐1000 | Facsimile (602) 771‐1002 | TDY (602) 771‐1001 www.azhousing.gov 1 2014 ARIZONA INCOME LIMITS State of Arizona -- State Housing Fund Programs ARIZONA COUNTIES HOME, HTF and NSP Program Income Limits 5/1/2014 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) 12500 20850 25020 33350 14300 23800 28560 38100 16100 26800 32160 42850 17850 29750 35700 47600 19300 32150 38580 51450 20750 34550 41460 55250 22150 36900 44280 59050 23600 39300 47160 62850 Lake Havasu City-Kingman, AZ Mohave 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 Phoenix-Mesa-Glendale, AZ Maricopa - Pinal Counties MEDIAN HOUSEHOLD 30% 50% (Very Low-Income) 60% 80% (Low-Income) 13000 21700 26040 34650 14850 24800 29760 39600 16700 27900 33480 44550 18550 30950 37140 49500 20050 33450 40140 53500 21550 35950 43140 57450 23050 38400 46080 61400 24500 40900 49080 65350 Prescott, AZ Yavapai County MEDIAN HOUSEHOLD 30% 50% (Very Low-Income) 60% 80% (Low-Income) 11550 19200 23040 30700 13200 21950 26340 35100 14850 24700 29640 39500 16450 27400 32880 43850 17800 29600 35520 47400 19100 31800 38160 50900 20400 34000 40800 54400 21750 36200 43440 57900 Tucson, AZ Pima County MEDIAN HOUSEHOLD 30% 50% (Very Low-Income) 60% 80% (Low-Income) 12000 19950 23940 31950 13700 22800 27360 36500 15400 25650 30780 41050 17100 28500 34200 45600 18500 30800 36960 49250 19850 33100 39720 52900 21250 35350 42420 56550 22600 37650 45180 60200 Yuma, AZ Yuma County MEDIAN HOUSEHOLD 30% 50% (Very Low-Income) 60% 80% (Low-Income) 9950 16600 19920 26500 11400 18950 22740 30300 12800 21300 25560 34100 14200 23650 28380 37850 15350 25550 30660 40900 16500 27450 32940 43950 17650 29350 35220 46950 18750 31250 37500 50000 : Apache County MEDIAN HOUSEHOLD 30% 50% (Very Low-Income) 60% 80% (Low-Income) 9850 16400 19680 26250 11250 18750 22500 30000 12650 21100 25320 33750 14050 23400 28080 37450 15200 25300 30360 40450 16300 27150 32580 43450 17450 29050 34860 46450 18550 30900 37080 49450 : Cochise County MEDIAN HOUSEHOLD 30% 50% (Very Low-Income) 60% 80% (Low-Income) 10900 18200 21840 29050 12450 20800 24960 33200 14000 23400 28080 37350 15550 25950 31140 41500 16800 28050 33660 44850 18050 30150 36180 48150 19300 32200 38640 51500 20550 34300 41160 54800 Effective May 1, 2014 SHF/FY2014 Arizona Income Limits 2014 ARIZONA INCOME LIMITS State of Arizona -- State Housing Fund Programs ARIZONA COUNTIES HOME, HTF and NSP Program Income Limits 5/1/2014 1 PERSON 2 PERSON 3 PERSON 4 PERSON 5 PERSON 6 PERSON 7 PERSON 8 PERSON + 10150 11600 13050 14500 15700 16850 18000 19150 16950 19400 21800 24200 26150 28100 30050 31950 20340 23280 26160 29040 31380 33720 36060 38340 27100 31000 34850 38700 41800 44900 48000 51100 : Gila County MEDIAN HOUSEHOLD 30% 50% (Very Low-Income) 60% 80% (Low-Income) : Graham County MEDIAN HOUSEHOLD 30% 50% (Very Low-Income) 60% 80% (Low-Income) 11100 18500 22200 29600 12700 21150 25380 33800 14300 23800 28560 38050 15850 26400 31680 42250 17150 28550 34260 45650 18400 30650 36780 49050 19700 32750 39300 52400 20950 34850 41820 55800 : Greenlee County MEDIAN HOUSEHOLD 30% 50% (Very Low-Income) 60% 80% (Low-Income) 11450 19100 22920 30550 13100 21800 26160 34900 14750 24550 29460 39250 16350 27250 32700 43600 17700 29450 35340 47100 19000 31650 37980 50600 20300 33800 40560 54100 21600 36000 43200 57600 : La Paz County MEDIAN HOUSEHOLD 30% 50% (Very Low-Income) 60% 80% (Low-Income) 9850 16400 19680 26250 11250 18750 22500 30000 12650 21100 25320 33750 14050 23400 28080 37450 15200 25300 30360 40450 16300 27150 32580 43450 17450 29050 34860 46450 18550 30900 37080 49450 : Navajo County MEDIAN HOUSEHOLD 30% 50% (Very Low-Income) 60% 80% (Low-Income) 9850 16400 19680 26250 11250 18750 22500 30000 12650 21100 25320 33750 14050 23400 28080 37450 15200 25300 30360 40450 16300 27150 32580 43450 17450 29050 34860 46450 18550 30900 37080 49450 : Santa Cruz County MEDIAN HOUSEHOLD 30% 50% (Very Low-Income) 60% 80% (Low-Income) 9850 16400 19680 26250 11250 18750 22500 30000 12650 21100 25320 33750 14050 23400 28080 37450 15200 25300 30360 40450 16300 27150 32580 43450 17450 29050 34860 46450 18550 30900 37080 49450 Effective May 1, 2014 SHF/FY2014 Arizona Income Limits 2014 ARIZONA RENT LIMITS State of Arizona ‐‐ State Housing Fund and CDBG Programs HOME, HTF, NSP and CDBG Program Rent Limits ARIZONA COUNTIES 5/1/2014 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 560 708 702 543 696 600 761 816 582 748 720 915 1021 698 899 832 1048 1296 807 1030 928 1149 1651 901 1129 1023 1250 1899 994 1227 1119 1351 2146 1086 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 470 530 475 432 564 504 624 587 463 605 605 748 749 555 728 699 876 1015 641 832 780 958 1175 715 909 860 1038 1351 789 984 942 1119 1528 862 1060 Phoenix, AZ Maricopa/Pinal Counties LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 552 617 614 552 736 591 774 774 591 790 710 949 957 710 949 820 1089 1410 820 1089 915 1195 1647 915 1195 1010 1300 1894 1010 1300 1104 1404 2141 1104 1404 LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 481 589 546 481 636 515 651 620 515 683 618 784 784 618 822 713 941 1155 713 941 796 1030 1221 796 1030 878 1118 1404 878 1118 960 1207 1587 960 1207 LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 507 507 507 525 668 562 633 633 562 716 675 852 852 675 862 778 987 1251 778 987 868 1081 1489 868 1081 958 1175 1712 958 1175 1048 1268 1936 1048 1268 For information only: For information only: Prescott, AZ Yavapai County For information only: Tucson, AZ Pima County For information only: Effective May 1, 2014 SHF and CDBG/FY2014 Arizona Rent Limits 2014 ARIZONA RENT LIMITS State of Arizona ‐‐ State Housing Fund and CDBG Programs HOME, HTF, NSP and CDBG Program Rent Limits ARIZONA COUNTIES 5/1/2014 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: : Greenlee County LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit EFFICIENCY 431 540 576 431 540 1 BEDROOM 2 BEDROOM 3 BEDROOM 4 BEDROOM 5 BEDROOM 6 BEDROOM 461 553 640 713 788 861 580 698 799 871 942 1014 615 812 1197 1370 1576 1781 461 553 640 713 788 861 580 698 799 871 942 1014 LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 401 401 385 431 540 461 490 471 461 580 553 637 637 553 698 640 797 797 640 799 713 871 958 713 871 788 942 1102 788 942 861 1014 1245 861 1014 LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 473 616 641 473 616 507 662 662 507 662 608 797 828 608 797 703 912 1196 703 912 785 998 1467 785 998 866 1082 1687 866 1082 946 1166 1907 946 1166 LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 432 534 515 432 541 463 562 537 463 581 557 709 723 555 699 647 811 1044 641 800 725 885 1225 715 873 799 958 1409 789 944 873 1031 1593 862 1016 LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 434 434 384 462 581 495 546 542 495 624 595 660 646 595 751 686 858 952 686 858 766 938 955 766 938 845 1016 1098 845 1016 924 1095 1242 924 1095 LOW HOME RENT HIGH HOME RENT 454 454 471 471 618 637 726 832 812 899 898 1012 983 1125 Effective May 1, 2014 SHF and CDBG/FY2014 Arizona Rent Limits 2014 ARIZONA RENT LIMITS State of Arizona ‐‐ State Housing Fund and CDBG Programs HOME, HTF, NSP and CDBG Program Rent Limits ARIZONA COUNTIES 5/1/2014 For information only: : La Paz County For information only: : Navajo County For information only: : Santa Cruz County For information only: Fair Market Rent 50% Rent Limit 65% Rent Limit EFFICIENCY 454 481 614 1 BEDROOM 2 BEDROOM 3 BEDROOM 4 BEDROOM 5 BEDROOM 6 BEDROOM 471 637 793 851 979 1106 515 618 715 797 880 962 659 792 906 991 1076 1159 LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 431 473 473 431 540 461 490 490 461 580 553 663 663 553 698 640 799 826 640 799 713 871 1029 713 871 788 942 1183 788 942 861 1014 1338 861 1014 LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 431 485 485 431 540 461 516 489 461 580 553 661 661 553 698 640 799 932 640 799 713 871 942 713 871 788 942 1083 788 942 861 1014 1225 861 1014 LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 431 474 474 431 540 461 536 536 461 580 553 665 665 553 698 640 799 839 640 799 713 871 1178 713 871 788 942 1355 788 942 861 1014 1531 861 1014 Effective May 1, 2014 SHF and CDBG/FY2014 Arizona Rent Limits The Arizona Department of Housing 2014 Information Bulletin REGARDING PROGRAMS: Community Development Block Grant (CDBG); State Housing Fund (SHF) REGARDING FUNDING SOURCES: CDBG, HOME, HTF, NSP INFORMATION BULLETIN No. 12‐14 ISSUED: April 30, 2014 RE: HOME, HTF, NSP, CDBG Revised Rent Limits Effective May 1, 2014 Attached are the 2014 revised rent limits for Home Investment Partnership (HOME), Housing Trust Fund (HTF) and the Neighborhood Stabilization Programs (NSP) programs. These rent limits are effective May 1, 2014. HUD has published these revised 2014 HOME Rent Limits. The only rents that were revised were Low HOME Rent Limits that should have been held harmless based on decreasing 50 percent rent limits. The 2014 Rent Limits have been updated to correct this error. As a reminder, the 2014 HOME Rent Limits and Income Limits are effective May 1, 2014. The tables are also available for download on the Income and Rent Limits page of our website: Arizona Department of Housing 1110 W. Washington, Suite 310 |Phoenix, AZ 85007 Telephone (602) 771‐1000 | Facsimile (602) 771‐1002 | TDY (602) 771‐1001 2014 ARIZONA RENT LIMITS State of Arizona ‐‐ State Housing Fund and CDBG Programs HOME, HTF, NSP and CDBG Program Rent Limits ARIZONA COUNTIES 5/1/2014 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 560 708 702 551 696 600 761 816 590 748 720 915 1021 708 899 832 1048 1296 818 1030 928 1149 1651 912 1129 1023 1250 1899 1006 1227 1119 1351 2146 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 470 530 475 448 564 504 624 587 480 605 605 748 749 576 728 699 876 1015 665 832 780 958 1175 742 909 860 1038 1351 819 984 942 1119 1528 896 1060 Phoenix, AZ Maricopa/Pinal Counties LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 581 617 614 581 736 623 774 774 623 790 747 949 957 747 949 863 1089 1410 863 1089 963 1195 1647 963 1195 1063 1300 1894 1063 1300 1162 1404 2141 1162 1404 LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 505 589 546 505 636 541 651 620 541 683 650 784 784 650 822 750 941 1155 750 941 837 1030 1221 837 1030 923 1118 1404 923 1118 1009 1207 1587 1009 1207 LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 507 507 507 528 668 566 633 633 566 716 680 852 852 680 862 785 987 1251 785 987 876 1081 1489 876 1081 966 1175 1712 966 1175 1057 1268 1936 1057 1268 For information only: For information only: Prescott, AZ Yavapai County For information only: Tucson, AZ Pima County For information only: Page 1 of 3 Effective May 1, 2014 SHF and CDBG/FY2014 Arizona Rent Limits 2014 ARIZONA RENT LIMITS State of Arizona ‐‐ State Housing Fund and CDBG Programs HOME, HTF, NSP and CDBG Program Rent Limits ARIZONA COUNTIES 5/1/2014 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 431 540 576 431 540 461 580 615 461 580 553 698 812 553 698 640 799 1197 640 799 713 871 1370 713 871 788 942 1576 788 942 861 1014 1781 861 1014 LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 401 401 385 431 540 461 490 471 461 580 553 637 637 553 698 640 797 797 640 799 713 871 958 713 871 788 942 1102 788 942 861 1014 1245 861 1014 LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 490 616 641 490 616 525 662 662 525 662 630 797 828 630 797 726 912 1196 726 912 811 998 1467 811 998 895 1082 1687 895 1082 978 1166 1907 978 1166 LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 432 534 515 432 541 463 562 537 463 581 557 709 723 555 699 647 811 1044 641 800 725 885 1225 715 873 799 958 1409 789 944 873 1031 1593 862 1016 LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 434 434 384 462 581 495 546 542 495 624 595 660 646 595 751 686 858 952 686 858 766 938 955 766 938 845 1016 1098 845 1016 924 1095 1242 924 1095 Page 2 of 3 Effective May 1, 2014 SHF and CDBG/FY2014 Arizona Rent Limits 2014 ARIZONA RENT LIMITS State of Arizona ‐‐ State Housing Fund and CDBG Programs HOME, HTF, NSP and CDBG Program Rent Limits ARIZONA COUNTIES 5/1/2014 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 454 454 454 487 614 471 471 471 521 659 626 637 637 626 792 726 832 793 723 906 812 899 851 806 991 898 1012 979 890 1076 983 1125 1106 973 1159 LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 431 473 473 431 540 461 490 490 461 580 553 663 663 553 698 640 799 826 640 799 713 871 1029 713 871 788 942 1183 788 942 861 1014 1338 861 1014 LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 431 485 485 431 540 461 516 489 461 580 553 661 661 553 698 640 799 932 640 799 713 871 942 713 871 788 942 1083 788 942 861 1014 1225 861 1014 LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 431 474 474 431 540 461 536 536 461 580 553 665 665 553 698 640 799 839 640 799 713 871 1178 713 871 788 942 1355 788 942 861 1014 1531 861 1014 Page 3 of 3 Effective May 1, 2014 SHF and CDBG/FY2014 Arizona Rent Limits The Arizona Department of Housing 2014 Information Bulletin REGARDING PROGRAMS: Rental Development REGARDING FUNDING SOURCES: Low Income Housing Tax Credit Program INFORMATION BULLETIN No. 13‐14 ISSUED: June 6, 2014 RE: 2014 Low Income Housing Tax Credit Reservation List The Arizona Department of Housing has posted its 2014 Low Income Housing Tax Credit Reservation List on its website. The list is attached to this information bulletin, and may also be downloaded from the following path under the Reservation/Allocation Lists heading: ADOH Home Page > Forms and Handbooks > Rental Development (LIHTC Program) All Applicants will receive correspondence regarding the ADOH review of their submission. Applicants who did not receive a reservation will have an opportunity to schedule a visit with the Department to discuss their submission upon receipt of correspondence regarding their score. Questions may be directed in writing via US Mail or via email at: jeanne.redondo@azhousing.gov INFORMATION: Jeanne Redondo, Rental Programs Administrator, (602) 771‐1031 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 2014 LIHTC RESERVATION LIST JUNE 6, 2014 UNITS ADOH PROJECT NAME & OWNERSHIP & PROJECT # ADDRESS DEVELOPER COUNTY SET ASIDE FOR SUPPORTIVE HOUSING - CHRONICALLY HOMELESS PEOPLE WITH A PREFERENCE FOR VETERANS UMOM Housing III, LLC North Mountain Village Apartments Helping Hand Housing Services 10825 N. Cave Creek Road Dan Gottry Phoenix, AZ 85020-1429 (dgottry@umom.org) Maricopa TC-0791-14 Frank Luke Addition, Phase III PERC III Frank Luke Addition LLC Corners of E. Villa, N. 18th and E. Phoenix East Revitalization Corporation III McKinley Streets Angela Duncan Phoenix, AZ 85006-3744 (angela.duncan@phoenix.gov) Maricopa TC-0783-14 RURAL SET ASIDE TC-0785-14 Highland Square Senior Apartments SEC of Candy Lane and Mingus Avenue Cottonwood, AZ 86326-0000 Casas de Esperanza Apartments 1201 E. 3rd Street Douglas, AZ 85607-2008 TC-0773-14 TRIBAL SET ASIDE TC-0795-14 TC-0798-14 Pascua Yaqui Homes V Various on S. Camino Benem Tucson, AZ 85757-7543 San Carlos Homes VII Various addresses in the existing Moonbase Subdivision Peridot, AZ 85542-0710 TOKA Homes I Various on Quijotoa Ln, Palo Verde Ln, Saguaro Ln, Greasewood Ln, Cactus Ln, and Baboquivari Cir. Sells, AZ 85634-0000 TC-0800-14 NON-PROFIT SET ASIDE TC-0801-14 Virginia @ 3rd 333 E. Virginia Avenue Phoenix, AZ 85004-1206 TC-0791-14 North Mountain Village Apartments 10825 N. Cave Creek Road Phoenix, AZ 85020-1429 TOTAL # OF BLDGS APPLICATION PROJECT COST PROJECT TYPE LIHTC MKT EMP 48 48 0 0 5 74 74 4 0 11 New Construction Acq/Demolition & NC $ TAX CREDITS RESERVED 10,832,472 $ 947,307 $ 16,660,997 $ 1,225,786 FSL St. Monica Villas, L.P. FSL Real Estate Services Stephen L. Hastings (shastings@fsl.org) Yavapai 60 60 0 0 1 New Construction $ 8,775,039 $ 738,746 Cochise Pacific Associates II, an AZ L.P. Pacific West Communities, Inc. Caleb Roope (calebr@tpchousing.com) Cochise 50 50 0 1 33 Acquisition/ Rehabilitation $ 7,559,874 $ 537,485 Pima 20 20 0 0 4 New Construction $ 2,974,976 $ 277,839 Graham 50 50 0 0 50 Acq/Rehab & NC $ 7,560,694 $ 547,218 Pima 40 40 0 0 41 Acq/Rehab & NC $ 6,948,795 $ 491,776 Maricopa 74 74 0 0 2 Acq/Demolition & NC $ 16,941,126 $ 1,455,390 Pascua Yaqui #5 LLC Pascua Yaqui Tribe Rolando Jaimez (rolando.jaimez@pascuayaqui-nsn.gov) San Carlos Limited Partnership #7 San Carlos Housing Authority Ronald Boni (rboni@scazha.org) TOKA Rehab I Limited Partnership Tohono O'odham Ki:Ki Association Pete Delgado (pdelgado@tokahousing.org) Virginia Housing, LP Native American Connections, Inc. Joe Keeper (j.keeper@nativeconnections.org) UMOM Housing III, LLC Helping Hand Housing Services Dan Gottry (dgottry@umom.org) FUNDED UNDER SUPPORTIVE HOUSING SET ASIDE ABOVE Maricopa ARIZONA DEPARTMENT OF HOUSING 2014 LIHTC RESERVATION LIST JUNE 6, 2014 UNITS ADOH PROJECT NAME & OWNERSHIP & PROJECT # ADDRESS DEVELOPER COUNTY SET ASIDEPOOL FOR SUPPORTIVE HOUSING - CHRONICALLY HOMELESS PEOPLE WITH A PREFERENCE FOR VETERANS GENERAL Central and Fillmore Associates, LP Westward Ho Apartments Cathedral Development Group, Inc. 618 N. Central Avenue Jonathan Bentz Phoenix, AZ 85004-2196 (jonathanbentz@pag-cdg.com) Maricopa TC-0802-14 Madison Heights Phase I, LLC Madison Heights Phase I Gorman & Company, Inc. 1110 N. Dysart Road Brian Swanton Avondale, AZ 85323-1652 (bswanton@gormanusa.com) Maricopa TC-0789-14 Madison Heights Phase II, LLC Madison Heights Phase II Gorman & Company, Inc. 1110 N. Dysart Road Brian Swanton Avondale, AZ 85323-1652 (bswanton@gormanusa.com) Maricopa TC-0790-14 Arizona Sun Apartments LLC Arizona Sun Apartments Thomas Development Co. ("TDC") 1895 E. Don Carlos Thomas C. Mannschreck Tempe, AZ 85281-4565 (tmannschreck@thomasdevelopment.com) Maricopa TC-0770-14 Frank Luke Addition, Phase II PERC II Frank Luke Addition, LLC Corners of E. Villa, N. 18th and E. Phoenix East Revitalization Corporation II McKinley Streets Angela Duncan Phoenix, AZ 85006-3744 (angela.duncan@phoenix.gov) Maricopa TC-0782-14 Downtown Motor Lodge, LLC Downtown Motor Apartments Compass Affordable Housing, Inc. 383 S. Stone Avenue Maryann Beerling Tucson, AZ 85701-2328 (mbeerling@compassaffordablehousing.org) Pima TC-0776-14 MHA West, LLC Encore on First West Urban Development Partners, LLC 25 W. First Avenue Todd Marshall Mesa, AZ 85210-1301 (tmarshall@marshallcompany.com) Maricopa TC-0780-14 Rally Point Apartments, LP Rally Point Apartments La Frontera Partners, Inc. 101 S. Stone Avenue Daniella Zepeda Tucson, AZ 85701-1912 (daniella.zepeda@lafrontera.org) Pima TC-0797-14 Tempe Housing, LLC Apache Villas Bethel Development, Inc. 2148 E. Apache Boulevard Daniel N. Terlecki Tempe, AZ 85281-4863 (dan@bethel94.com) Maricopa TC-0769-14 # OF BLDGS PROJECT TYPE Acquisition/ Rehabilitation TOTAL LIHTC MKT EMP 289 289 0 0 3 77 77 0 0 66 66 0 57 57 56 APPLICATION PROJECT COST TAX CREDITS RESERVED $ 26,612,213 $ 1,449,034 7 Acq/Demolition & NC $ 16,927,210 $ 1,495,759 0 5 Acq/Demolition & NC $ 13,935,297 $ 1,217,982 0 0 4 Acquisition/ Rehabilitation $ 9,505,404 $ 575,876 53 3 0 11 New Construction $ 15,753,088 $ 1,109,290 44 44 0 0 3 Acq/Demolition & NC $ 10,604,005 $ 934,069 44 44 0 0 1 New Construction $ 8,400,000 $ 743,553 30 30 0 0 1 Acquisition/ Rehabilitation $ 6,336,290 $ 464,210 76 1,155 76 1,152 0 0 2 184 13,392,001 $ 199,719,481 1,125,709 15,337,029 7 1 Acq/Demolition & NC $ 2014 Information Bulletin REGARDING PROGRAMS: HOME, CDBG, HOPWA, ESG REGARDING FUNDING SOURCES: CDBG, HOME, HOPWA, ESG INFORMATION BULLETIN No. 14‐14 RE: FY2014 Annual Action Plan ISSUED: July 8, 2014 ADOH has announced the publication of the HUD approved ADOH FY2014 Annual Action Plan. The FY 2014 Action Plan is a one (1) year strategic plan to address the low‐income housing and community development needs in the State of Arizona, with a special focus on serving the small cities and rural areas of the state. It is the Fifth year Action Plan in the implementation of the five (5) year Consolidated Plan for fiscal years 2010 to 2014. It consolidates the planning, application and funding requirements for several programs funded by HUD: Community Development Block Grant (CDBG); HOME Investment Partnerships Program (HOME); Housing Opportunities for Persons with AIDS (HOPWA); and Emergency Solutions Grant (ESG). The ESG is administered by the Arizona Department of Economic Security (DES). To download a copy of the 2014 Annual Action Plan, visit our web site: www.azhousing.gov, click on Publications & Links, then Publications. 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 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 2014 Information Bulletin REGARDING PROGRAMS: Rental Development REGARDING FUNDING SOURCES: Low Income Housing Tax Credit Program INFORMATION BULLETIN No. 15-14 ISSUED: July 17, 2014 RE: 2015 Qualified Allocation Plan Request for Input The Arizona Department of Housing (ADOH) is requesting input for its 2015 Qualified Allocation Plan (QAP). The QAP is the document which will govern the allocation and use of 2015 Low Income Housing Tax Credits in accordance with Section 42 of the Internal Revenue Code of 1986, as amended (“I.R.C. § 42”). The input received will be considered while drafting the 2015 QAP. Please provide written comments by August 8, 2014 at 5:00 pm via letter or email to either of the following addresses: By Mail: Jeanne Redondo Rental Programs Administrator Arizona Department of Housing 1110 W. Washington Ste. 310 Phoenix, AZ 85007 By E-Mail: 2015-QAP-Comments@azhousing.gov The 2014 QAP and Clarifications to the 2014 QAP can be found on the ADOH website at: http://www.azhousing.gov/ShowPage.aspx?ID=529&CID=16 A draft of the 2015 QAP will be made available by August 29, 2014 at the following website: http://www.azhousing.gov/ShowPage.aspx?ID=529&CID=16 ADOH is holding the following Focus Groups to receive comments on the draft 2015 QAP. Please plan to attend one or both meetings and join the discussion. Tucson Friday, September 12, 2014 at 2:15 p.m. – 4:15 p.m. J.W. Marriott Starr Pass Hotel 3800 W. Starr Pass Boulevard Tucson, AZ 85745 Phoenix Friday, September 19, 2014 at 11:00 a.m. – 1:00 p.m. Carnegie Library Auditorium 1101 W. Washington 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 2014 Information Bulletin REGARDING PROGRAMS: HOME, CDBG, HOPWA, ESG REGARDING FUNDING SOURCES: CDBG, HOME, HOPWA, ESG INFORMATION BULLETIN No. 16-14 ISSUED: August 11, 2014 RE: NOTICE OF PUBLIC HEARING. 2015-2019 Consolidated Plan, 2015-2016 Annual Action Plan, Substantial Amendment 2014-2015 Annual Action Plan and Analysis of Impediments to Fair Housing The Arizona Department of Housing (ADOH) will hold a Public hearing to receive input on the following: 1) 2015-2019 Consolidated Plan 2) 2015-2016 Annual Action Plan 3) Substantial Amendment to the 2014-2015 Annual Action Plan 4) Analysis of Impediments to Fair Housing 2015-2019 Consolidated Plan ADOH is in the process of developing the 2015-2019 Consolidated Plan, a five year plan that sets forth goals and objectives, determines priorities, describes activities, establishes outcomes and outlines the method of distribution for the use of approximately $80 million (from July 1, 2015 to June 30, 2020) 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. The Emergency Shelter Grant program is administered by the Arizona Department of Economic Security. These funds are to be used for activities benefitting low income and special needs populations primarily in the non-metropolitan areas of Arizona. ADOH is seeking input on housing and community development needs in your community. 2015-2016 Annual Action Plan The Consolidated Plan also contains a one year component called the 2014-2015 Action Plan which outlines one year goals for approximately $16 million of the above listed funding. These funds will be available for the program year which begins July 1, 2015 and ends June 30, 2016. ADOH is seeking input on the use of these funds. 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. Information Bulletin 16-14 August 11, 2014 2 Substantial Amendment to 2014-2015 Annual Action Plan ADOH proposes to reallocate $1 million from CDBG Administration to CDBG Single Family Owner Occupied Housing Rehabilitation (OOHR). The OOHR funds are proposed to be made available on a competitive basis through a Notice of Funds Available. ADOH is accepting written comments on this proposed amendment until September 5, 2014 at 5:00 p.m. The proposed amendment will be discussed at the Public Hearing listed below. Analysis of Impediments to Fair Housing The Consolidated Plan contains a Fair Housing component which will identify impediments to fair housing and develop strategies for removing them. ADOH is seeking input on Fair Housing impediments and issues in your community. ADOH will receive input on all of the above at the following time and location: Tucson Thursday, September 11, 2014 at 4:15 p.m. J.W. Marriott Starr Pass Hotel 3800 W. Starr Pass Boulevard Tucson, AZ 85745 (520) 792-3500 Written comments and any questions regarding the 2015-2019 Consolidated Plan, 2015-2016 Annual Action Plan, Substantial Amendment to 2014-2015 Annual Action Plan or the Analysis of Impediments to Fair Housing 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 ADA and EQUAL OPPORTUNITY COMPLIANCE STATEMENT If you need accommodations for physical mobility, sensory impairment or language needs in order to participate in this meeting, please contact the ADOH at (602) 771-1000. Notification 48 hours prior to the meeting will enable ADOH to make reasonable arrangements to ensure accessibility to this meeting. 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 2014 Information Bulletin REGARDING PROGRAMS: Community Development and Revitalization REGARDING FUNDING SOURCES: Community Development Block Grant (CDBG) INFORMATION BULLETIN No. 17‐14 ISSUED: August 19, 2014 RE: Revised CDBG Administration Handbook and Forms Release The Arizona Department of Housing (ADOH) is pleased to announce the release of the CDBG Administration Handbook (REV. 8/18/14) and related forms.The handbook has been posted to the ADOH website on the Forms and Handbooks page at: http://www.azhousing.gov/ShowPage.aspx?ID=387&CID=16. The forms have been made word format fillable for your ease and convenience. Please contact your ADOH CD&R Program Specialist to obtain forms as needed. CDBG recipients should review the entire revised handbook to ensure proper administration of their CDBG funded projects. A table of handbook changes has been included with this bulletin as a reference. If you have additional questions, please contact your CD&R Program Specialist or Kathy Blodgett, CD&R Programs Administrator at 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 1 Chapter # 1 Section Summary of Change Steps in Contracting Process Paragraphs describing Threshold Review, Pre‐Funding Assessment Letter and Funding Award Letter have been added. Clarifying language added to paragraphs. 1 Funding Agreement Execution 2 Records Retention Electronically scanned records have been added as an eligible form of records retention. Required retention schedule changed to follow HUD State CDBG Requirements 3 Internal Controls ‐ Personnel UGLG must include in their written procedures, the identity and title of the staff person responsible for disbursement of funds for each CDBG contract. 3 Property Management Clarifying language added to describe what property is included. 3 3 Equipment Use CDBG Timely Request for reimbursement The FEMA Rates website has been corrected to the new link. Stronger language added to aid enforcement of 90 day deadline to submit requests for reimbursement of expenses during the life of the contract. 3 CDBG Timely Request for reimbursement Expenditures that have aged over 90 days have not been eligible for reimbursement with CDBG funds since 2009. This will be more strictly enforced. Thresholds for contacting ADOH regarding 10 day disbursement by UGLG after receipt of ADOH warrant have been removed. UGLG's must now always contact ADOH if disbursement within 10 days after receipt of ADOH warrant cannot be met. 3 Use and Retention of Program Income The amount of PI earned during a calendar year must be less than $35,000 for UGLG to retain for reuse. 3 Audit Requirements The OMB Circulars website has been corrected to the new link. 3 Allocable Costs and Cost UGLG's using a cost allocation plan for indirect costs must Allocation Plans (Indirect Costs) submit a copy of the plan and the approval by the cognizant agency at the beginning of each fiscal year for which it has a CDBG Contract. 3 Forms Inserted pictures of all of the actual Financial Forms used in the CDBG Program. 4 Affirmatively Furthering Fair Housing HUD Fair Housing website link added as additional place to obtain posters and brochures regarding Fair Housing 5 Contract Revisions ‐ Changes to the Schedule of Completion on the Performance Report Additional language added regarding milestone date revisions and implementation of formal conference process between UGLG and ADOH after 2 revisions. 5 Contract Revisions ‐ Communication Letter Changes Only Budget CLC allowable is moving funds from Admin to Project within the same contract. Moving funds of the same year between contracts requires an Amendment. 2 6 Monitoring Visits and Technical Assistance ‐ Introduction Language has been changed to match general description of monitoring from the Consolidated Plan and Annual Action Plan. Regulation for CDBG Monitoring has been cited. 6 Monitoring Visits and Technical Assistance ‐ Desk Monitoring Language has been changed to match description of desk monitoring from the Consolidated Plan and Annual Action Plan. 6 Monitoring Visits and Technical Assistance ‐ On Site Monitoring Language has been changed to match description of on‐site monitoring from the Consolidated Plan and Annual Action Plan. 6 Monitoring Forms All Desk and On‐site Monitoring Forms have been updated and made form fillable. Inserted sample pictures of forms into handbook. Onsite Special Survey Monitoring Form created. 7 Project Reports This chapter was previously Chapter 8. Inserted picture of revised Attachment B and Non‐profit Project Status Report into handbook. 8 Close out Reports ‐ Due date extensions Extensions to the due date for the Close Out report should be requested 30 days prior to the due date established in the Close Out Due Memo 8 Close out Reports ‐ Administrative Close Out Added language to clarify when an Administrative Close out is applicable. Added information regarding audits for fiscal years in which UGLG received CDBG funds. 8 Close Out Reports ‐ CDBG Program Review ‐ Consistency Review Added language to clarify how items on the Close Out Report are reviewed for consistency. 8 Close Out Reports ‐ Sample Close Out Forms All forms have been made fillable and pictures of forms inserted into the handbook. 8 Close Out Reports ‐ Checklist The Consistency requirements have changed based on changes to the other close out forms. 8 Close Out Reports ‐ Section I BOR The Section I BOR Form has had additional Trade Codes added as trade codes for housing projects are different than those for all other activities. This is per the Federal MBE/WBE reporting requirements. 8 Close Out Reports ‐ Section II Performance Report The "Sect. 3" Column on the Section II Performance Report has been removed, columns re‐lettered and instructions for completion of the form have been changed 8 Close Out Reports ‐ Section IV Demographic Spreadsheet Lead Paint column now has codes assigned in the demographic codes table. Also, demographic codes for the columns have been re‐ordered to follow the order on the spreadsheet 8 Close Out Reports ‐ Project Award Nomination Form has been completely revised and made fillable to match the format HUD uses for Annual Reporting Success Stories. 3 9 File Checklists Checklist created for Public Participation. Separated Housing Rehab into 2 checklists (1 for Beneficiary Files and 1 for Program Files) All checklists made form fillable and pictures of forms added to the handbook. 10 Proclamations and Resolutions Forms have been made fillable and pictures of forms inserted into the handbook. 4 The Arizona Department of Housing 2014 Information Bulletin REGARDING PROGRAMS: Rental Development REGARDING FUNDING SOURCES: Low Income Housing Tax Credit Program INFORMATION BULLETIN No. 18-14 ISSUED: August 29, 2014 RE: Draft 2015 Qualified Allocation Plan The Arizona Department of Housing has posted its first draft of the 2015 Qualified Allocation Plan on its website at the following link: http://www.azhousing.gov/ShowPage.aspx?ID=529&CID=16 ADOH will accept written comments on the first draft of the 2014 QAP until September 26, 2014 at 5:00 pm via letter or email to either of the following addresses: By Mail: Jeanne Redondo Rental Programs Administrator Arizona Department of Housing 1110 W. Washington St., Suite 310 Phoenix, AZ 85007 By E-Mail: 2015_QAP_Comments@azhousing.gov Comments may also be provided at one of the following Focus Groups. Please plan to attend one or both meetings and join the discussion. Tucson Friday, September 12, 2014 at 2:15 pm J.W. Marriott Starr Pass Hotel 3800 West Starr Pass Boulevard Tucson, AZ 85745 Phoenix Friday, September 19, 2014 at 11:00 am Carnegie Library Auditorium 1101 West Washington Street 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 The Arizona Department of Housing 2014 Information Bulletin REGARDING PROGRAMS: CDBG REGARDING FUNDING SOURCES: CDBG INFORMATION BULLETIN No. 19‐14 ISSUED: September 18, 2014 RE: CDBG Application Handbook (Revision 9‐3‐14) The Arizona Department of Housing (the Department) has issued a revised CDBG Application Handbook, dated September 3, 2014. The CDBG Application Handbook is available on the Department’s website at: http://www.azhousing.gov/ShowPage.aspx?ID=387&CID=16 The change to the handbook includes a revision to the general threshold requirements for CDBG State Special Project (SSP) applications. This revision can be found at Section 6. Distribution of CDBG Funds, State Special Projects, Threshold Issues and Application Requirements page 78. All forms related to the CDBG Application Handbook are available on the Department’s website at: http://www.azhousing.gov/ShowPage.aspx?ID=528&CID=16 . For questions regarding the CDBG Application Handbook (Revision 9‐3‐14) please contact us in writing: Kathy Blodgett, Administrator CD&R Programs 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 1 The Arizona Department of Housing 2014 Information Bulletin REGARDING PROGRAMS: Community Development and Revitalization REGARDING FUNDING SOURCES: Community Development Block Grant (CDBG) INFORMATION BULLETIN No. 20‐14 ISSUED: September 19, 2014 RE: Notice of Funding Availability for CDBG State Special Projects Competitive Funding NOTICE OF FUNDING AVAILABILITY (NOFA OR NOTICE) For FY 2014, the Arizona Department of Housing (ADOH) expects to allocate approximately $1,178,677 in Community Development Block Grant (CDBG) Program funds to State Special Projects (SSP). The FY 2014 SSP funds will be distributed in one competitive funding round and the application submission deadline is Thursday, February 19, 2015 at 4 p.m. The Application Process for the SSP funding allocation is described in the CDBG Application Handbook (REV. September 3, 2014) 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=528&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 the cities of Flagstaff, Prescott and Yuma and Tribal lands. • All of Arizona’s counties except Maricopa and Pima Counties. Eligible Activities Eligible activity categories are found in the CDBG Application Handbook at Section 6 State Special Projects (SSP). Activities must meet a CDBG National Objective and at least 70% of all funds must benefit persons of low and moderate income. Applicants unsure of an activity’s eligibility are encouraged to contact ADOH staff to discuss the project. 1 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 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. In addition to the thresholds found at Section 6 “State Special Projects” of the CDBG Application Handbook (REV. September 3, 2014) the following thresholds apply: • Project application must be for activities that align with the state’s FY2010‐2014 Consolidated Plan. • 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. • Budget: Applicant must submit detailed budgets for both administrative and project funding (including any leverage funds), which have been carefully considered to maximize the potential of CDBG funds. Budgets should demonstrate project viability, sufficient funding to complete the entire project and document proposed expenses and schedules. The sources of all leverage funds must be provided. • Service Area: 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.). Per application Form 13 Applicant must attach a narrative explanation justifying the geographical outline of the Service Area. 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. 2 • • • 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. Applicant must provided detailed Cost estimates that 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 Community Facilities (e.g. Community Center, Sr. Center) 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 including evidence of approval by the appropriate department at the local government level. • 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. • Applicant must provide detailed Cost Estimates that 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. Income qualifications must be less than 6 months old for at least the same number of beneficiaries who will be served by 3 • • • • the application. Wait list must include household name, address, size, AMI%, date of Income Qualification 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 ADOH Weatherization Standards (Issued 10/12/12, REV. 8/22/13) located at: http://www.azhousing.gov/ShowPage.aspx?ID=531&CID=16. (See also CDBG Application Handbook Section 11, Housing Rehabilitation Guidelines part B, page 283). Applicant must submit evidence that the community’s HRGs have been adopted by its governing body via a resolution or meeting minutes. 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. For Planning  Eligible activities are: o Engineering Plans o Architectural Plans o Environmental Review Records (ERR)  The state is limited by CDBG statute to 20% of its annual allocation for administration and planning activities. Therefore applicants must notify the CDBG program in advance of their intention to apply for funds for a planning grant in writing. The written notification must specify the type of plan to be undertaken and the maximum amount of resources to be requested. ADOH retains the right to declare an application for this activity non‐fundable on the basis of the state limitation. Applicants will be considered for funding for this activity, if the statewide limitation is exceeded, on a first‐notified, first‐funded basis. Applicants must submit a copy of the written notification letter dated prior to application deadline.  Applicant must submit a copy of the ADOH approval to apply for a planning grant dated prior to the application due date. 4  All Planning must be for projects that will be implemented through the applicant’s next Regional Account application. Applicants will be required to submit an original certification letter executed by the Chief Elected Official verifying that the applicant’s upcoming regional account application will be for the implementation of the project for which the planning was completed. Public Participation documentation must support that the planning and project have been discussed, open for public comment and selected as the applications to be submitted to ADOH for funding.  Completed plans or ERR must be for projects that benefit at least 51% low‐mod persons.  For applicants that do not have a contracted engineer, architect or third party consultant to prepare an ERR: o Applicant must submit a Draft Request for Qualifications (RFQ) for the procurement of the engineer, architect or third party consultant. o Applicant must submit a list of qualified firms to solicit RFQ  For applicants that already have a contracted engineer, architect or third party consultant to prepare an ERR: o Applicant must submit copies of the procurement documentation from selection of the contracted engineer, architect or third party consultant. o Applicant must submit a copy of the contract between the applicant and the engineer, architect or third party consultant. o Scope of services in the contract must cover the completion of the plan or ERR for which funding is requested. Please review Part I “Thresholds” of the ADOH CDBG SSP Rating Tool FY2014. The rating tool can be obtained from the ADOH website at: http://www.azhousing.gov/ShowPage.aspx?ID=528&CID=16 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 Section 5 of the CDBG Application Handbook (Rev. February 11, 2014): 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 are complete and 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; 5 • • 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. There is 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 FY2014 carefully. The SSP Rating Tool and a Completeness Review Form can be obtained from the ADOH website at: http://www.azhousing.gov/ShowPage.aspx?ID=528&CID=16 Selection Notification ADOH anticipates notifying all applicants within 90 days of application deadline as to whether they will be funded. 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. 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. APPLICATION TIMELINE The following is a listing of key dates in the application and funding process: Application Handbook (REV. 9/3/14) release: September 18, 2014 NOFA release: September 19, 2014 Application Deadline: February 19, 2015, 4:00 p.m. APPLICATION SUBMITTAL ADOH will accept an application for one project from each community/county eligible to receive funding from the State CDBG Program. Application submissions must include one (1) original and one (1) copy of the application and all back up documentation. 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 Thursday, February 19, 2015 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: 6 • • Fed Ex, UPS, etc. delivery documents; or Department staff documentation of receipt. Applications may not be submitted via e‐mail or fax. Applications may be delivered or mailed to: Arizona Department of Housing Attn: CDBG Application SSP Account 1110 W. Washington, Suite 310 Phoenix, AZ 85007 1110 W. Washington, Suite 310 Phoenix, AZ 85007 Telephone (602) 771‐1000 | Facsimile (602) 771‐1002 | TDY (602) 771‐1001 www.azhousing.gov 7 The Arizona Department of Housing 2014 Information Bulletin REGARDING PROGRAMS: Rental Development REGARDING FUNDING SOURCES: Low Income Housing Tax Credit Program INFORMATION BULLETIN No. 21‐14 ISSUED: October 2, 2014 RE: QAP Public Hearing and Upcoming Dates QAP Public Hearing: The Arizona Department of Housing will hold a public hearing regarding the 2015 Qualified Allocation Plan (QAP) on Monday, October 27, 2014 at 10:30 am at the following location: Carnegie Library – Auditorium 1101 West Washington Street Phoenix, AZ 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 Street. ADOH intends to publish a second draft of the 2015 QAP on its website on or about October 10, 2014. 2015 QAP Application Workshop: The Arizona Department of Housing will hold the 2015 LIHTC Application Workshop on January 7, 2015 from 9:00 am to 2:00 pm at the Phoenix Airport Marriott, 1101 North 44th Street in Phoenix, AZ. Developers (or their Co‐Developer or Consultant) who plan to submit an application in the 2015 round must attend this annual training. Registration for this workshop is now available on the ADOH website at Training & Events. INFORMATION: Jeanne Redondo, Rental Programs Administrator, (602) 771‐1031 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 2014 Information Bulletin REGARDING PROGRAMS: Community Development and Revitalization; Rental REGARDING FUNDING SOURCES: Community Development Block Grant (CDBG); Home Investment Partnership Program (HOME) INFORMATION BULLETIN No. 22‐14 ISSUED: October 8, 2014 RE: Revised Environmental Review Handbook and Forms Release The Arizona Department of Housing (ADOH) is pleased to announce the release of the Environmental Review Handbook (REV. 10/7/14) and related forms. The handbook has been posted to the ADOH website on the Community Revitalization Forms and Handbooks page. The forms have been made Word format fillable for your ease and convenience. CDBG and HOME recipients should review the entire revised handbook to ensure proper completion of their Environmental Review Records. A table of handbook changes has been included with this bulletin as a reference. If you have additional questions, please contact your ADOH Program Specialist or Kathy Blodgett, CD&R Programs Administrator at 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 1 ERR Handbook REVISIONS AS OF 10/7/14 Section 3. Determining a Project's Environmental Status Page 10 5. Categorically Excluded (CE) Projects 13 6. Environmental Assessment (EA) Projects 15 6. Environmental Assessment (EA) Projects 16 6. Environmental Assessment (EA) Projects 18 7. Housing Rehabilitation 12. Checklists Desc. Of Change Paragraph 3.5.1 Language added to refer to Housing Reconstruction projects to Section 7, Paragraph 5.4 Language added to clarify process if response letters have not been received from the agencies to which you have sent consultation letters (E‐10) Paragraph 6.1 Required Forms: E‐4 Statutory Worksheet has been removed because the form has been combined with the E‐11 Environmental Assessment Checklist. Paragraph 6.3 Approximate Timeline: all references to the E‐4 Statutory Worksheet have been removed. Paragraph 6.5.2 Required Forms for a Re‐ evaluation: E‐4 Statutory Worksheet has been removed because the form has been combined with the E‐11 Environmental Assessment Checklist. PLEASE NOTE: If the Re‐evaluation is for an approved Environmental Review with an E‐13 Authority to Use Grant Funds issued prior to October 2014 you will need to submit a copy of the original E‐4 Statutory Worksheet in addition to the above required forms with your Re‐evaluation request. 21‐22 Paragraph 7.4.1 and 7.4.3 Clarification added that if the project is able to downgrade to Exempt, you must complete and submit an E‐2 Documentation of Exemption Form with the other required Environmental Review documents. 35 E‐CK.3 Checklist for Environmental Assessment Projects has been revised. Reference to the E‐4 Statutory Worksheet has been removed. ERR Handbook REVISIONS AS OF 10/7/14 12. Checklists 36 E‐CK.4 Checklist for Housing Rehabilitation Projects ‐ Instructions at top of form have been clarified. If project consists of reconstruction only use either E‐ CK.7 Reconstruction Non‐Floodplain or E‐CK.8 Reconstruction in Floodplain. For Housing Rehab programs that include both rehabilitation and reconstruction you will complete the E‐CK.4 or E‐ CK.5 for the rehab units and either an E‐CK.7 or E‐ CK.8 for EACH reconstruction unit. 12. Checklists 38 E‐CK.6 Checklist for Re‐evaluation of Environmental Assessment. Clarifying language added "**PLEASE NOTE: If the Re‐evaluation is for an approved Environmental Assessment Review with an E‐13 Authority to Use Grant Funds issued prior to October 2014, you will need to submit a copy of the original E‐4 Statutory Worksheet in addition to the above required forms with your Re‐evaluation request." 12. Checklists 39 E‐CK.7 Note added under Form E‐4a: if not in floodplain & no mitigation actions required (all box "A" checked) Project downgrades to EXEMPT. Skip Publication, E‐12 and E‐13. Send all completed Docs to ADOH including a completed E‐2 Documentation of Exemption Form. 14. Forms 77 14. Forms 84 E‐4 Statutory Worksheet form and Instructions have been updated to provide additional guidance on the instructions pages for each of the compliance factors. E‐4a Statutory Worksheet ‐ OOHR Reconstruction Form has been finalized and added to handbook. 14. Forms 106 E‐11 Evironmental Assessment Checklist and Instructions have been combined with the E‐4 Statutory Worksheet to now require just the E‐11 on an EA project. Revised form has been inserted in the handbook. ERR Handbook REVISIONS AS OF 10/7/14 15. Housing Rehab Forms 127 E‐HR.2 Appendix A form has been updated to the most current HUD Version which is dated 2013. PLEASE NOTE: Part III Historic Preservation, Question 2 language has changed. Compliance is met when unit is less than 50 years old AND involves only interior rehabilitation with no visible changes to the exterior of the structure. The Arizona Department of Housing 2014 Information Bulletin REGARDING PROGRAMS: Rental Development REGARDING FUNDING SOURCES: Low Income Housing Tax Credit Program INFORMATION BULLETIN No. 23‐14 ISSUED: October 10, 2014 RE: Second Draft of 2015 QAP Published and QAP Public Hearing 2015 Draft Qualified Allocation Plan (QAP) Posted The Arizona Department of Housing (ADOH) has posted a second draft of the 2015 QAP on its website: www.azhousing.gov/Forms and Handbooks/Rental Development (LIHTC Program). ADOH will accept written comments on the second draft of the 2015 QAP until October 27, 2014 at 5:00 pm via letter or email to either of the following addresses: By Mail: Jeanne Redondo Rental Programs Administrator Arizona Department of Housing 1110 West Washington Street, Suite 310 Phoenix, AZ 85007 By E‐Mail: 2015‐QAP‐Comments@azhousing.gov Comments may also be provided at the QAP Public Hearing, which will be held on Monday, October 27, 2014 at 10:30 am at the following location: Carnegie Library – Auditorium 1101 West Washington Street Phoenix, AZ 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 Street. INFORMATION: Jeanne Redondo, Rental Programs Administrator, (602) 771‐1031 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 2014 Information Bulletin REGARDING PROGRAMS: Community Development and Revitalization REGARDING FUNDING SOURCES: Home Investment Partnerships Program (HOME), Community Development Block Grant (CDBG) INFORMATION BULLETIN No. 24‐14 ISSUED: October 20, 2014 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 and CDBG. This NOFA is for housing rehabilitation programs for owner occupied single family dwellings. For Federal FY2014 the Department expects to allocate approximately $2,250,000.00 in HOME and CDBG combined. The funding will be allocated through one competitive funding round and the application submission deadline is March 20, 2015 at 4:00 p.m. The Application process and forms will follow the SHF guidelines which can be found in the FY2014‐2015 SHF Program Summary and Application Guide. The Guide and all related forms can be downloaded from the Forms and Handbooks /State Housing Fund (SHF) page of the Department’s website. 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 FY2014 is:  Preserve and improve the long‐term life of existing affordable owner occupied housing stock 1  In support of this Objective, the Department will allocate HOME and CDBG funds to activities that improve the condition of housing units to meet the following standards: State’s Rehabilitation Standards (Rev. 11/18/13) located on the Forms and Handbooks/State Housing Fund (SHF) page of the Department’s website.  Most recent State and Local code requirements.  Energy Star upgrades.  International Energy Conservation Code (IECC, 2009 Edition) or code most recently adopted by local building jurisdiction.  Weatherization Standards for OOHR Housing Rehab (Issued 10/12/12, Rev. 11/18/13) located on the Forms and Handbooks/State Housing Fund (SHF) page of the Department’s website.  All plumbing fixtures are to be “low‐flow.”  All units regardless of funding source will follow HOME program property standards for owner‐occupied housing rehabilitation. The funding process can be found in the FY2014‐2015 SHF Program Summary and Application Guide which includes information regarding: 1. Completeness review 2. Threshold review 3. Scoring 4. Financial and Technical review 5. Compliance with Federal and State regulations 6. ADOH Funding Approval Applicants and project applications must meet completeness and ALL of the common and activity‐specific threshold requirements to be considered for competitive funding. There will be no remedy period for applications that are incomplete. Those applications missing required threshold items will be given a remedy period of five (5) business days to submit the required documentation. The Department will contact the applicant (via e‐mail or standard mail), regarding the insufficient threshold documentation. Applications that do not meet all thresholds at the end of the remedy period will not receive further consideration. Original applications that that do not meet completeness or thresholds will be returned to the Applicant. A copy of the application will remain with the Department. PROGRAM ELIGIBILITY Specific Owner Occupied Housing Rehabilitation program eligibility requirements are found in the FY2014‐2015 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 FY2014‐2015 SHF Program Summary and Application Guide and the FY2014‐2015 Owner Occupied Housing Rehabilitation Application (REV. 9/5/2014) can be downloaded from the Forms and Handbooks/State Housing Fund (SHF) page of the Department’s website at: www.azhousing.gov. MAXIMUM APPLICANT FUNDING The maximum limit of HOME funding available per application is $250,000. An additional 10% (up to $25,000) in general administrative funding thru the Housing Trust Fund is also available 2 for a total maximum application funding of $275,000.00. 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 4 of the FY2014‐2015 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. Scoring criteria is contained in the application documents. Applicants should complete the 2014‐2015 OOHR Application Score Sheet as a self score. The 2014‐2015 OOHR Application Score Sheet is available for download from the Forms and Handbooks/State Housing Fund (SHF) page of the Department’s website at: www.azhousing.gov. 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 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 Excel format. There is a separate tab for each application page as well as for the application TAB instructions. 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 (B); and Chapter 4, section 4.14 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 Forms and Handbooks/State Housing Fund (SHF) page of the Department’s website: www.azhousing.gov. 3 Application material must be:  Original plus one copy.  8 ½ x 11 format  Single sided  Each copy must be two‐hole punched at the top and bound by a metal fastener or large clip.  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 March 20, 2015. 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, CD&R Programs Administrator 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 4 The Arizona Department of Housing 2014 Information Bulletin REGARDING PROGRAMS: Rental Development REGARDING FUNDING SOURCES: Low Income Housing Tax Credit Program INFORMATION BULLETIN No. 25‐14 ISSUED: November 6, 2014 RE: LIHTC Application Additional Forms Posted The Arizona Department of Housing (ADOH) has posted draft 2015 LIHTC Additional Forms (with the exception of Form 3) in Microsoft Excel on its website by following this path: www.az.housing.gov/Forms & Handbooks/Rental Development (LIHTC Program) The forms are available for review until the Governor approves the QAP, at which time the final forms for the 2015 LIHTC Application will be posted for use in the applications. ADOH does not anticipate changes to the forms. If you find an issue with them, please email Jeanne.Redondo@azhousing.gov with the specific concern that you believe needs to be addressed. The Draft Form 3, Draft Exhibit D, and Draft Market Study Guide will be posted on or about November 14th. The final 2015 QAP, Exhibit D, Market Study Guide and all forms are expected to be posted no later than January 1, 2015. INFORMATION: Jeanne Redondo, Rental Programs Administrator, (602) 771‐1031 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 2014 Information Bulletin REGARDING PROGRAMS: Rental Compliance REGARDING FUNDING SOURCES: Low Income Housing Tax Credit Program (LIHTC), Section 8, HOME, Housing Trust Fund, Neighborhood Stabilization Program (NSP) INFORMATION BULLETIN No. 26‐14 ISSUED: November 7, 2014 RE: Change to Passbook Savings Rate on Net Assets Effective 2/1/2015 The U.S. Department of Housing and Urban Development has announced that effective February 1, 2015, the passbook savings rate to be used for all move‐in, initial, annual, and interim recertifications when a family has net assets over $5,000 is .06%. This .06% rate must be used until Multifamily Housing publishes and makes effective a new passbook savings rate. This new rate pertains to the passbook savings rate used to determine annual income from net family assets. Beginning February 1, 2015, Multifamily will annually publish the passbook savings rate to be used for all certifications to replace the previously set rate of 2% with a rate reflective of the national average. The notice released by HUD follows this bulletin as pages 2 through 5. ADOH will be updating the Tenant Income Certification (TIC) form in January 2015 to reflect the new passbook savings rate effective February 1, 2015. INFORMATION: Lisa Troy, Compliance Administrator, lisa.troy@azhousing.gov + 602‐771‐1071 1110 W. Washington, Suite 310 |Phoenix, AZ 85007 Telephone (602) 771‐1000 | Facsimile (602) 771‐1002 | TDY (602) 771‐1001 www.azhousing.gov U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT WASHINGTON, DC 20410-8000 ASSISTANT SECRETARY FOR HOUSINGFEDERAL HOUSING COMMISSIONER Special Attention of: NOTICE: H 2014-15 Multifamily Hub Directors Multifamily Program Center Directors Rural Housing Services (RHS) Directors Supervisory Housing Project Managers Housing Project Managers Contract Administrators Multifamily Owners and Management Agents Issued: October 31, 2014 Expires: This notice remains in effect until amended, revoked, or superseded. Subject: Passbook Savings Rate Effective February 1, 2015 and Establishing Future Passbook Savings Rates I. Purpose: This notice provides guidance to owners of HUD Multifamily Housing subsidized properties related to the passbook savings rate used to determine annual income from net family assets. Beginning February 1, 2015, Multifamily will annually publish the passbook savings rate to be used for all certifications to replace the previously set rate of 2% with a rate reflective of the national average. II. Background: Under 24 CFR §5.609(b)(3), when determining annual income for families who receive assistance in a Multifamily Housing subsidized unit, the owner includes in annual income the greater of either: (1) actual income resulting from all net family assets; or (2) a percentage of the value of such assets based upon the current passbook savings rate as determined by the U.S. Department of Housing and Urban Development (HUD) when a family has net assets in excess of $5,000. The Office of Multifamily Housing Programs had previously set the passbook savings rate at 2% because, historically, interest rates had fluctuated around that number. As interest rates have now dropped and maintained a level significantly below 2%, Multifamily Housing acknowledges the need to adjust the passbook savings rate at least annually to represent current national averages. III. Applicability: This notice applies to the following programs: A. Project-based Section 8 1. New Construction 2. State Agency Financed 1 B. C. D. E. F. G. H. I. J. IV. 3. Substantial Rehabilitation 4. Section 202/8 5. Rural Housing Services (RHS) Section 515/8 6. Loan Management Set-Aside (LMSA) 7. Property Disposition Set-Aside (PDSA) Section 101 Rent Supplement Section 202/162 Project Assistance Contract (PAC) Section 202 Project Rental Assistance Contract (PRAC) Section 202 Senior Preservation Rental Assistance Contracts (SPRAC) Section 811 PRAC Section 811 Project Rental Assistance Demonstration units under a Rental Assistance Contract (PRA) Section 236 Section 236 Rental Assistance Payments (RAP) Section 221(d)(3) Below Market Interest Rate (BMIR) Passbook Savings Rate: This notice provides guidance regarding the passbook savings rate that will supersede information in the HUD Handbook 4350.3 Section 5-7.F. When calculating tenant income, owners should refer to the information in this notice to determine the appropriate interest rate at which to impute income from assets. A. Setting the Rate: The passbook savings rate will be based on the national average provided by the Federal Deposit Insurance Corporation. B. Publication of the Rate: The Office of Policy Development and Research publishes income limits on an annual basis to which owners must refer. Likewise, Multifamily Housing will publish the passbook savings rate, and its effective date, on a similar timeframe through a Housing program notice. Owners must begin using the new rate for all move-in, initial, annual, and interim certifications concurrent with the effective date provided. The provided effective date will allow for sufficient time to update software to include the new passbook savings rate. C. Updates to the Rate: Multifamily Housing will retain the authority to update the passbook savings rate within the calendar year. If during the year the national average differs by at least 2% from the published rate, Multifamily Housing may publish a new rate, along with its effective date, to be used in the interim. V. Interim Recertifications: According to Handbook 4350.3 and the model lease, tenants have the right to request an adjustment through the interim recertification process if their income changes before the next annual recertification. Because a 2 change in the passbook savings rate may change the reported income for individuals with more than $5000 in assets, these tenants are permitted to request an interim recertification. Owners should refer to HUD Handbook 4350.3, Section 7-10 when processing interim recertifications. VI. Passbook Savings Rate Effective February 1, 2015 Effective February 1, 2015, the passbook savings rate to be used for all move-in, initial, annual, and interim recertifications when a family has net assets over $5,000 is .06%. This .06% rate must be used until Multifamily Housing publishes and makes effective a new passbook savings rate. VII. Environmental Impact In accordance with § 50.19(c)(6) of the HUD regulations, this Notice sets forth rate determinations which do not constitute a development decision that affects the physical condition of specific project areas or building sites, and therefore is categorically excluded from the requirements of the National Environmental Policy Act and related Federal laws and authorities. VIII. Paperwork Reduction Act There are no information collection requirements in this Notice and therefore the Paperwork Reduction Act of 1995 (44 U.S.C. 3501-3520) does not apply. In accordance with the Paperwork Reduction Act, an agency may not conduct or sponsor, and a person is not required to respond to, a collection of information unless the collection displays a currently valid OMB control number. IX. Inquiries Questions about this notice should be directed to Catherine Brennan in the Office of Asset Management and Portfolio Oversight at 202-402-6732 or Catherine.M.Brennan@hud.gov . __________________________________ Biniam Gebre, Acting Assistant Secretary for HousingFederal Housing Commissioner 3 The Arizona Department of Housing 2014 Information Bulletin REGARDING PROGRAMS: LIHTC Rental Compliance & Monitoring REGARDING FUNDING SOURCES: Low Income Housing Tax Credits (LIHTC) INFORMATION BULLETIN No. 27‐14 ISSUED: RE: November 24, 2014 Self‐Certification Now Allowed on 100% Affordable LIHTC Projects (50% and 60% units only) Effective January 1, 2015, ADOH will accept the Self‐Certification Questionnaire for 100% affordable LIHTC projects (50% and 60% units only) for annual recertification. If a project has market rate units, full recertifications must be completed annually as required by IRC Section 42. If a project has deep skews (i.e. 20%, 30%, 40% units) full recertifications must be completed annually on these units only. If a household in a 50% unit self‐certifies their income to be over 140% of the maximum income limit, the property must swap the unit with an available 60% unit (project‐wide) as required by the next available unit rule. Finally, if the property has State Housing Funds (HOME, HTF, NSP) full recertifications must be completed annually for these units. The Self‐Certification Questionnaire can be downloaded on the Rental Compliance & Monitoring forms page on the ADOH website, www.azhousing.gov. INFORMATION: Lisa Troy, Compliance Administrator, lisa.troy@azhousing.gov + 602‐771‐1071 1110 W. Washington, Suite 310 Phoenix, AZ 85007 Telephone (602) 771‐1000 | Facsimile (602) 771‐1002 | TDY (602) 771‐1001 www.azhousing.gov 1 2014 Information Bulletin REGARDING PROGRAMS: LIHTC Rental Compliance & Monitoring REGARDING FUNDING SOURCES: Low Income Housing Tax Credits (LIHTC) INFORMATION BULLETIN No. 27‐14 R ISSUED: November 24, 2014 REISSUED: December 3, 2014 RE: Self‐Certification Now Allowed on 100% Affordable LIHTC Projects (50% and 60% units only) CLARIFICATION Effective January 1, 2015, ADOH will accept the Self‐Certification Questionnaire for 100% affordable LIHTC projects (50% and 60% units only) for annual recertification. ADOH requires a full annual recertification the first year following the initial recertification. All subsequent certifications on 100% affordable projects (50% and 60% units only) may use the Self‐Certification Questionnaire. CLARIFICATION If a project has market rate units, full recertifications must be completed annually as required by IRC Section 42. If a project has deep skews (i.e. 20%, 30%, 40% units) full recertifications must be completed annually on these units only. If a household in a 50% unit self‐certifies their income to be over 140% of the maximum income limit, the property must swap the unit with an available 60% unit (project‐wide) as required by the next available unit rule. Finally, if the property has State Housing Funds (HOME, HTF, NSP) full recertifications must be completed annually for these units. The Self‐Certification Questionnaire can be downloaded on the Rental Compliance & Monitoring forms page on the ADOH website, www.azhousing.gov. INFORMATION: Lisa Troy, Compliance Administrator, lisa.troy@azhousing.gov + 602‐771‐1071 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 2014 Information Bulletin REGARDING PROGRAMS: Rental Development REGARDING FUNDING SOURCES: State Housing Fund INFORMATION BULLETIN No. 28‐14 ISSUED: November 19, 2014 RE: Loan Deferral Procedures The Arizona Department of Housing (“ADOH” or the “Department”) is revising its loan deferral request procedures effective immediately for all loan payments which are due on or after December 31, 2014. ADOH will consider requests to defer or modify a scheduled payment of a State Housing Fund (HOME or Housing Trust Fund) loan for Projects that do not have sufficient cash flow to make the annual payment. Review of the request will not commence until all outstanding documents have been received as outlined below: 1. 2. 3. Formal letter requesting the Loan Payment Deferral. A copy of the Audited Financial Statements for the period of time that payment is due and requested to be deferred. The Audited Financial Statements must include a supplemental cash flow statement or an expanded standard cash flow statement prepared by the CPA that includes the priority of payments (aka waterfall of funds) distributed from cash flow. This cash flow statement should adhere to the terms and conditions of the ADOH Promissory Note and note any conflicts. A sample of the required format for this supplemental cash flow statement is attached. Unusual or unexpected events leading to additional costs or expenses shall be documented and reflected in the Cash Flow presentation. The above documents should be sent in hard copy prior to the payment due date to: Iris Glass, Loan Servicing Manager Arizona Department of Housing 1110 West Washington Street, Suite 310 Phoenix, AZ 85007 Loan servicing questions may be directed to Ms. Glass at (602) 771‐1028. 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 SAMPLE SUPPLEMENTAL CASH FLOW STATEMENT Borrower: Project: ABC, Limited Partnership Arizona Apartments Audit Prepared By: Report Type: CPA Firm Cash Flow Statement Example (Actual Dollars) Statement Date(s): Cash Flow from Operating Activities: Net Income / (Loss): Adjustment(s): 2013 2012 $50 $25 Depreciation: Change in Accounts Receivables: Change in Inventory: Change in Accounts Payable & Accruals: Change in Income Taxes Payable: Change in Deferred Taxes: Change in Other Assets: Total Adjustments: Net Cash from Operatiing Activities: $20 $5 $0 ($15) ($2) $0 $0 $8 $58 $10 $5 $0 ($15) ($2) $0 $0 ($2) $23 Waterfall (aka Priority of Payment) of Cash Flow: less: Reserves (if not already deducted) less: Investor Asset Management Fee (if not already deducted) less: Deferred Developer Fee (if not already deducted) less: ADOH HOME / HTF Loan Payment less: Other Muncipal / County Debt less: Syndicator Fees and Adjustors less: Incentive Management Fees less: Operating Deficit Loans less:Distribution to General Partner/Managing Member Net Cash for the Period ($5) ($5) ($2) ($10) ($2) ($1) ($1) ($1) ($31) $0 ($5) ($5) ($2) ($10) ($2) ($1) ($1) $0 $0 ($3) Note(s): ‐ Cash Flow presentation is to be based on the Audited Financial Statement for the period a deferral is requested. ‐ The Waterfall or Priority of Payment of Cash flow is to adhere to the agreed upon terms of the Promissory Note of the Department. ‐ Items below ADOH in the waterfall should reflect no distribution if there is insufficient cash flow to make a payment to ADOH under the terms of the Promissory Note. Acknowledgement: The preparer of the subject statement has prepared the Supplemental Cash Flow Statement in accordance with the Standard Accounting Practices (GAAP) and was provided and has reviewed the appropriate legal documentation to produce and present the stated Waterfall as shown above. [Signature] Prepared By: Title: Firm: Date: 2014 Information Bulletin REGARDING PROGRAMS: HOME, CDBG, HOPWA, ESG REGARDING FUNDING SOURCES: CDBG, HOME, HOPWA, ESG INFORMATION BULLETIN No. 29‐14 ISSUED: December 4, 2014 RE: NOTICE OF PUBLIC MEETING. 2015‐2019 Consolidated Plan, 2015‐2016 Annual Action Plan, and Analysis of Impediments to Fair Housing The Arizona Department of Housing (ADOH) is holding three Public Meetings to receive input on the following: 1) 2015‐2019 Consolidated Plan; 2) 2015‐2016 Annual Action Plan; 3) Analysis of Impediments to Fair Housing. 2015‐2019 Consolidated Plan ADOH is in the process of developing the 2015‐2019 Consolidated Plan, a five year strategic plan that sets forth goals and objectives, determines priorities, describes activities, establishes outcomes and outlines the method of distribution for the use of approximately $80 million (from July 1, 2015 to June 30, 2020) 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 Solutions Grant programs. The Emergency Solutions Grant program is administered by the Arizona Department of Economic Security. These funds are to be used for activities benefitting low income and special needs populations primarily in the non‐metropolitan areas of the State of Arizona. ADOH is seeking input on housing and community development needs in your community or county. 2015‐2016 Annual Action Plan The Consolidated Plan also contains a one year component called the 2014‐2015 Action Plan which outlines one year goals for approximately $16 million of the above listed funding. These funds will be available for the program year which begins July 1, 2015 and ends June 30, 2016. ADOH is seeking input on the proposed use of these funds. Analysis of Impediments to Fair Housing The Consolidated Plan contains a Fair Housing component which will identify impediments to fair housing and develop strategies for addressing the impediments. ADOH is seeking input on Fair Housing impediments and issues in your community or county. For disability related accommodations, please contact Joy Johnson at the Arizona Department of Housing (602) 771‐1026 or by e‐mail (joy.johnson@azhousing.gov) at least 48 hours prior to the event to allow sufficient time to make necessary arrangements. The meetings will take place in conjunction with the Arizona Balance of State Continuum of Care Quarterly Regional Meetings. The Consolidated Plan portion of the meetings will take place following the conclusion of the Continuum of Care meetings at 10:30 a.m. Parker Thursday, January 8, 2015 at 10:30 a.m. Arizona Western College Parker Learning Center 1109 Geronimo Avenue Parker, Arizona Benson Tuesday, January 13, 2015 at 10:30 a.m. Cochise College Benson Center 1025 State Route 90 Benson, Arizona Cottonwood Friday, January 16, 2015 at 10:30 a.m. Verde Valley Guidance Clinic Community Mingus Room 8 E. Cottonwood Street Cottonwood, Arizona Written comments and any questions regarding the 2015‐2019 Consolidated Plan, 2015‐2016 Annual Action Plan, or the Analysis to Impediments to Fair Housing 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 www.azhousing.gov For disability related accommodations, please contact Joy Johnson at the Arizona Department of Housing (602) 771‐1026 or by e‐mail (joy.johnson@azhousing.gov) at least 48 hours prior to the event to allow sufficient time to make necessary arrangements. 2014 Information Bulletin REGARDING PROGRAMS: HOME, CDBG, HOPWA, ESG REGARDING FUNDING SOURCES: CDBG, HOME, HOPWA, ESG INFORMATION BULLETIN No. 30‐14 ISSUED: December 22, 2014 RE: 2015‐2019 CONSOLIDATED PLAN SURVEY ADOH is in the process of developing the 2015‐2019 Consolidated Plan, a five year plan that determines the use of approximately $15.6 million annually in Community Development Block Grant, HOME Investment Partnerships, Housing Opportunities for Persons with AIDS and Emergency Solutions Grant. These funds are to be used for activities benefitting low income and special needs populations primarily in the non‐ metropolitan areas of Arizona. ADOH is also developing an Analysis of Impediments to Fair Housing in conjunction with the Southwest Fair Housing Council. Please take a few minutes to go the following link to complete this survey which will provide ADOH critical information about the needs in your area so that we may appropriately prioritize the use of these important federal funds. https://www.surveymonkey.com/s/QNQMTXL 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 (joy.johnson@azhousing.gov) at least 48 hours 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 (joy.johnson@azhousing.gov) at least 48 hours prior to the event to allow sufficient time to make necessary arrangements. The Arizona Department of Housing 2014 Information Bulletin REGARDING PROGRAMS: Rental Development REGARDING FUNDING SOURCES: Low Income Housing Tax Credit Program INFORMATION BULLETIN No. 31‐14 ISSUED: December 23, 2014 RE: LIHTC DRAFT Application Materials Posted The Draft 2015 Qualified Allocation Plan (“QAP”) that was submitted to the Governor by the Arizona Department of Housing (“ADOH”) is still pending approval. In order to provide an opportunity for applicants to begin planning for their applications, ADOH has posted the following draft documents on its website at this path: www.azhousing.gov/Forms and Handbooks/Rental Development (LIHTC Program)     2015 Draft Design Standards 2015 Draft Market Study Guide 2015 Draft Forms and Exhibits 2015 Draft Gap Application Please note that one of the application eligibility requirements that must be met is attendance at the 2015 LIHTC Application Workshop being held on January 7, 2015 at the Phoenix Airport Marriott. The deadline for registration is December 26, 2014. Register via the Department website Event Calendar. INFORMATION: Jeanne Redondo, Rental Programs Administrator, (602) 771‐1031 1110 W. Washington, Suite 310 |Phoenix, AZ 85007 Telephone (602) 771‐1000 | Facsimile (602) 771‐1002 | TDY (602) 771‐1001 www.azhousing.gov These documents may be made available in alternative form upon request by contacting Joy Johnson, ADOH Special Needs Division at 602‐771‐1026 or via email at joy.johnson@azhousing.gov