The Arizona Department of Housing 2015 Information Bulletin REGARDING PROGRAMS: Rental Development REGARDING FUNDING SOURCES: Low Income Housing Tax Credit Program INFORMATION BULLETIN No. 01‐15 ISSUED: January 06, 2015 RE: LIHTC Application Materials Posted The 2015 Qualified Allocation Plan (“QAP”) has been approved by the Governor’s Office. The 2015 QAP and application materials may be downloaded at the following path on ADOH’s website: www.azhousing.gov/Forms & Handbooks/Rental Development (LIHTC Program)      2015 Qualified Allocation Plan 2015 Design Standards 2015 Market Study Guide 2015 Forms and Exhibits 2015 Gap Application The Mandatory 2015 LIHTC Application Workshop is this Wednesday, January 7, 2015. ADOH will provide a binder with the slides and the materials above for reference during the workshop. 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 These documents may be made available in alternative form upon request by contacting Joy Johnson of ADOH’s Special Needs Division at 602‐771‐1026 or via email at joy.johnson@azhousing.gov The Arizona Department of Housing 2015 Information Bulletin REGARDING PROGRAMS: HOME, CDBG, HOPWA, ESG REGARDING FUNDING SOURCES: CDBG, HOME, HOPWA, ESG INFORMATION BULLETIN No. 02-15 ISSUED: January 30, 2015 RE: 2015-2019 Consolidated Plan, 2015-2016 Annual Action Plan, and Analysis of Impediments to Fair Housing: Proposal to authorize use of CDBG 108 Loan Program The Arizona Department of Housing (ADOH) has held four public meetings to receive input on the 20152019 Consolidated Plan; the 2015-2016 Annual Action Plan; and the Analysis of Impediments to Fair Housing (“Planning Documents”). The meetings have been well attended and ADOH along with our partners, the Arizona Department of Economic Security and Southwest Fair Housing Council, extend our appreciation to those who have participated. The meetings were held in Tucson on September 11, 2014, Parker on January 8, 2015, Benson on January 13, 2015 and Cottonwood on January 16, 2015. In addition to public meetings ADOH is gathering information through an electronic survey on our website which will remain available until February 6, 2015. ADOH is using information gathered in these meetings, the survey and written comments provided directly to ADOH to compile a draft of the Planning Documents. Drafts will be available on our website (or paper copy by request) on April 1, 2015 for a 30 day comment period. The Method of Distribution for CDBG discussed at the above meetings did not include the possibility that ADOH would consider utilizing the CDBG Section 108 Loan Program, however, after receiving requests by two Arizona State CDBG communities to utilize this resource, ADOH is hereby officially forwarding for public comment, a proposal to expand the CDBG Small Cities Program to include participation in the Section 108 Loan Program. Section 108 is the loan guarantee component of the Community Development Block Grant (CDBG) Program that provides communities with a broader source of resources to support economic development, housing rehabilitation, public facilities, and large-scale physical development projects. The Section 108 loan guarantee program allows local governments to obtain federally guaranteed loans for CDBG eligible projects that generate income sufficient to service a loan. More information about the CDBG Section 108 program is available at the following websites: https://www.hudexchange.info/onecpd/assets/File/Basically-CDBG-State-Chapter-8-Section-108.pdf https://www.hudexchange.info/section-108/ These documents may be made available in alternative form upon request by contacting Joy Johnson of ADOH’s Special Needs Division at 602-771-1026 or via email at joy.johnson@azhousing.gov Written comments and any questions regarding the CDBG Section 108 Program and Planning Documents 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 A public hearing to review and discuss Planning Document drafts will be held at 10:00 a.m. on April 21, 2015 at following location: Main Floor Carnegie Center 1101 W Washington St Phoenix, AZ 85007 Thank you for your assistance and cooperation in developing sound objectives for meeting Arizona’s Housing and Community Development needs over the next five years. 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 2015 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. 03‐15 ISSUED: February 25 , 2015 RE: Federal Fiscal Year 2015 Formula Allocations for CDBG, HOME, HOPWA and ESG The FFY2015 formula allocations for CDBG, HOME, HOPWA and ESG expected to be received by the Arizona Department of Housing are listed below along with the proposed methods of distribution: CDBG The total FFY2015 CDBG allocation is $10,127,360. The State retains 2% plus $100,000 or $302,547 for administration and 1% or $101,274 for technical assistance activities. Additionally, HUD mandates that the state expend 10% of its total allocation or $1,012,736 for projects located in areas designated as Colonias. The remaining adjusted allocation is divided into 85% or $7,404,183 for the Regional Account and 15% or $1,306,620 for the State Special Projects (SSP) Account. The COG Regional allocation is as follows: CDBG Allocation by COG Region CAG NACOG SEAGO WACOG Total Allocation to Rural COGs $ $ $ $ $ 2015Allocation Amount 2,118,676 1,927,483 1,073,952 2,284,072 7,404,183 2015 Allocation Share 28.615% 26.032% 14.505% 30.848% 100% Both the Colonias and SSP set‐asides are accessed through competitive applications and will be announced through a future Notice of Funding Available (NOFA). HOME The total FFY2015 HOME allocation is $4,459,753 of which 15% or $668,693 must be set aside for Community Housing Development Organization (CHDO) project funding. The State retains 10% of the grant award or $445,975 to be used for administration. HOME 1 funds will be distributed through a competitive application process including NOFAs and other competitive funding vehicles. HOPWA The total FFY2015 HOPWA allocation is $236,060. A total of 10% or $23,606 of the grant award will be used for administration of which the state retains 3% ($7,082) and the remaining 7% ($16,524) will be used by project sponsors. The remaining 90% or $212,454 of the grant award will be spent on direct service provision through housing providers in the non‐entitlement counties. ESG The total FFY2015 ESG allocation is $1,545,994 which is administered by the Arizona Department of Economic Security (DES). A total of 7.5% or $115,950 is retained by DES for administration. The remaining 92.5% or $1,430,044 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 The Arizona Department of Housing 2015 Information Bulletin REGARDING PROGRAMS: Rental Development REGARDING FUNDING SOURCES: Low Income Housing Tax Credit Program INFORMATION BULLETIN No. 04‐15 ISSUED: February 26, 2015 RE: Updated Form 3 for LIHTC Application Posted An updated version of Form 3 (rev. 2/26/2015) for the 2015 Low Income Housing Tax Credit Application has been posted to the Arizona Department of Housing (“ADOH”) website and may be downloaded at www.azhousing.gov, Forms and Handbooks/Rental Development (LIHTC Program). Clarifications to the 2015 QAP at February 26, 2015 has been updated with detail regarding the updated Form 3. Applicants are advised that the updated Form 3 may be completed and submitted with the Application, but it is not required that Applicants use the February 25, 2015 version of Form 3. ADOH will make appropriate adjustments, as necessary during its underwriting. 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 of ADOH’s Special Needs Division at 602‐771‐1026 or via email at joy.johnson@azhousing.gov The Arizona Department of Housing 2015 Information Bulletin REGARDING PROGRAMS: Rental Development REGARDING FUNDING SOURCES: Low Income Housing Tax Credit Program INFORMATION BULLETIN No. 05‐15 ISSUED: February 27, 2015 RE: Extended Deadline for 2015 LIHTC Application Submissions In consideration of recent updates made to Form 3, ADOH is extending the deadline for 2015 LIHTC application submissions to March 6, 2015 at 4:00 p.m. 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 of ADOH’s Special Needs Division at 602‐771‐1026 or via email at joy.johnson@azhousing.gov The Arizona Department of Housing 2015 Information Bulletin REGARDING PROGRAMS: Rental Development REGARDING FUNDING SOURCES: Low Income Housing Tax Credit Program INFORMATION BULLETIN No. 06‐15 ISSUED: March 11, 2015 RE: List of 2015 LIHTC Applications Received The list of applications received in response to the 2015 Qualified Allocation Plan is posted on the ADOH website at the following path: Home / 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 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 Arizona Department of Housing 2015 Information Bulletin PROGRAMS: Low Income Housing Tax Credit (LIHTC) Program REGARDING: Low Income Housing Tax Credit Income and Rent Limits (Post-1989 Developments) effective as of 3-6-2015 INFORMATION BULLETIN No. 07-15 ISSUED: RE: March 12, 2015 New Income and Rent Limits for post-1989 Projects Attached are the new 2015 Income and Rent Limits (post-1989 Projects) for the Low Income Housing Tax Credit (LIHTC) program. These limits are effective as of March 6, 2015. The tables are also available for download on the Income & Rent Limits page of our website, www.azhousing.gov. Alternate limits are available for the HERA impacted counties of Maricopa/Pinal, Yuma, Apache, Cochise, Gila, Greenlee, LaPaz, Mohave, Navajo, and Santa Cruz. ADOH consent is required to use the alternate limits. Contact Lisa Troy, Rental Compliance Administrator at (602) 771-1071 or by e-mail at lisa.troy@azhousing.gov. 1110 West Washington, Suite 310 | Phoenix, AZ 85007 Telephone (602) 771-1000 Facsimile (602) 771-1002 TDY (602) 771-1001 wwwazhousing.gov ARIZONA LOW INCOME HOUSING TAX CREDIT PROGRAM - IMPUTED INCOMES/ALLOWABLE RENTS FOR RENTS BASED ON UNIT SIZE (Number of bedrooms: Post 1989 Projects) (Figures derived from HUD Median Income Charts effective March 6, 2015) 0 Bdrm 1 Bdrm 2 Bdrm 3 Bdrm 4 Bdrm MSA/County % (1 Person) (2 Persons) (3 Persons) (4 Persons) (5 Persons) (6 Persons) Phoenix 60 $26,880 $30,720 $34,560 $38,400 $41,520 $44,580 $47,640 (Maricopa/Pinal) 50 $22,400 $25,600 $28,800 $32,000 $34,600 $37,150 40 $17,920 $20,480 $23,040 $25,600 $27,680 $29,720 30 $13,440 $15,360 $17,280 $19,200 $20,760 20 $8,960 $10,240 $11,520 $12,800 HERA 60 $28,020 $31,980 $36,000 Special 50 $23,350 $26,650 $30,000 40 $18,680 $21,320 30 $14,010 20 Tucson (Pima) 3/6/15 Page 1 of 4 5 Bdrm Rent Rent Rent Rent Rent Rent $50,700 $672 $720 $864 $999 $1,114 $1,229 $39,700 $42,250 $560 $600 $720 $832 $928 $1,024 $31,760 $33,800 $448 $480 $576 $666 $743 $819 $22,290 $23,820 $25,350 $336 $360 $432 $499 $557 $614 $13,840 $14,860 $15,880 $16,900 $224 $240 $288 $333 $371 $409 $39,960 $43,200 $46,380 $49,560 $52,800 $700 $750 $900 $1,039 $1,159 $1,279 $33,300 $36,000 $38,650 $41,300 $44,000 $583 $625 $750 $866 $966 $1,066 $24,000 $26,640 $28,800 $30,920 $33,040 $35,200 $467 $500 $600 $693 $773 $853 $15,990 $18,000 $19,980 $21,600 $23,190 $24,780 $26,400 $350 $375 $450 $519 $579 $639 $9,340 $10,660 $12,000 $13,320 $14,400 $15,460 $16,520 $17,600 $233 $250 $300 $346 $386 $426 60 $24,780 $28,320 $31,860 $35,400 $38,280 $41,100 $43,920 $46,740 $619 $663 $796 $921 $1,027 $1,133 50 $20,650 $23,600 $26,550 $29,500 $31,900 $34,250 $36,600 $38,950 $516 $553 $663 $767 $856 $944 40 $16,520 $18,880 $21,240 $23,600 $25,520 $27,400 $29,280 $31,160 $413 $442 $531 $614 $685 $755 30 $12,390 $14,160 $15,930 $17,700 $19,140 $20,550 $21,960 $23,370 $309 $331 $398 $460 $513 $566 20 $8,260 $9,440 $10,620 $11,800 $12,760 $13,700 $14,640 $15,580 $206 $221 $265 $307 $342 $377 Yuma 60 $20,940 $23,940 $26,940 $29,880 $32,280 $34,680 $37,080 $39,480 $523 $561 $673 $777 $867 $957 (Yuma) 50 $17,450 $19,950 $22,450 $24,900 $26,900 $28,900 $30,900 $32,900 $436 $467 $561 $647 $722 $797 40 $13,960 $15,960 $17,960 $19,920 $21,520 $23,120 $24,720 $26,320 $349 $374 $449 $518 $578 $638 30 $10,470 $11,970 $13,470 $14,940 $16,140 $17,340 $18,540 $19,740 $261 $280 $336 $388 $433 $478 20 $6,980 $7,980 $8,980 $9,960 $10,760 $11,560 $12,360 $13,160 $174 $187 $224 $259 $289 $319 60 $19,500 $22,320 $25,080 $27,840 $30,120 $32,340 $34,560 $36,780 $487 $522 $627 $724 $808 $891 50 $16,250 $18,600 $20,900 $23,200 $25,100 $26,950 $28,800 $30,650 $406 $435 $522 $603 $673 $743 40 $13,000 $14,880 $16,720 $18,560 $20,080 $21,560 $23,040 $24,520 $325 $348 $418 $483 $539 $594 30 $9,750 $11,160 $12,540 $13,920 $15,060 $16,170 $17,280 $18,390 $243 $261 $313 $362 $404 $445 20 $6,500 $7,440 $8,360 $9,280 $10,040 $10,780 $11,520 $12,260 $162 $174 $209 $241 $269 $297 HERA 60 $22,440 $25,620 $28,800 $31,980 $34,560 $37,140 $39,660 $42,240 $561 $600 $720 $831 $928 $1,023 Special 50 $18,700 $21,350 $24,000 $26,650 $28,800 $30,950 $33,050 $35,200 $467 $500 $600 $693 $773 $853 40 $14,960 $17,080 $19,200 $21,320 $23,040 $24,760 $26,440 $28,160 $374 $400 $480 $554 $619 $682 30 $11,220 $12,810 $14,400 $15,990 $17,280 $18,570 $19,830 $21,120 $280 $300 $360 $415 $464 $511 20 $7,480 $8,540 $9,600 $10,660 $11,520 $12,380 $13,220 $14,080 $187 $200 $240 $277 $309 $341 Apache (7 Persons) (8 Persons) (All fractions are rounded down) ARIZONA LOW INCOME HOUSING TAX CREDIT PROGRAM - IMPUTED INCOMES/ALLOWABLE RENTS FOR RENTS BASED ON UNIT SIZE (Number of bedrooms: Post 1989 Projects) (Figures derived from HUD Median Income Charts effective March 6, 2015) 0 Bdrm 1 Bdrm 2 Bdrm 3 Bdrm 4 Bdrm MSA/County % (1 Person) (2 Persons) (3 Persons) (4 Persons) (5 Persons) (6 Persons) Cochise 60 $22,680 $25,920 $29,160 $32,340 $34,980 $37,560 $40,140 50 $18,900 $21,600 $24,300 $26,950 $29,150 $31,300 40 $15,120 $17,280 $19,440 $21,560 $23,320 $25,040 30 $11,340 $12,960 $14,580 $16,170 $17,490 20 $7,560 $8,640 $9,720 $10,780 HERA 60 $23,520 $26,880 $30,240 Special 50 $19,600 $22,400 $25,200 40 $15,680 $17,920 30 $11,760 20 Rent Rent Rent Rent Rent $42,720 $567 $607 $729 $841 $939 $1,035 $33,450 $35,600 $472 $506 $607 $701 $782 $863 $26,760 $28,480 $378 $405 $486 $561 $626 $690 $18,780 $20,070 $21,360 $283 $303 $364 $420 $469 $517 $11,660 $12,520 $13,380 $14,240 $189 $202 $243 $280 $313 $345 $33,540 $36,240 $38,940 $41,640 $44,280 $588 $630 $756 $872 $973 $1,074 $27,950 $30,200 $32,450 $34,700 $36,900 $490 $525 $630 $726 $811 $895 $20,160 $22,360 $24,160 $25,960 $27,760 $29,520 $392 $420 $504 $581 $649 $716 $13,440 $15,120 $16,770 $18,120 $19,470 $20,820 $22,140 $294 $315 $378 $436 $486 $537 $7,840 $8,960 $10,080 $11,180 $12,080 $12,980 $13,880 $14,760 $196 $210 $252 $290 $324 $358 60 $25,320 $28,920 $32,520 $36,120 $39,060 $41,940 $44,820 $47,700 $633 $678 $813 $939 $1,048 $1,156 50 $21,100 $24,100 $27,100 $30,100 $32,550 $34,950 $37,350 $39,750 $527 $565 $677 $783 $873 $963 40 $16,880 $19,280 $21,680 $24,080 $26,040 $27,960 $29,880 $31,800 $422 $452 $542 $626 $699 $771 30 $12,660 $14,460 $16,260 $18,060 $19,530 $20,970 $22,410 $23,850 $316 $339 $406 $469 $524 $578 20 $8,440 $9,640 $10,840 $12,040 $13,020 $13,980 $14,940 $15,900 $211 $226 $271 $313 $349 $385 60 $21,360 $24,420 $27,480 $30,480 $32,940 $35,400 $37,800 $40,260 $534 $572 $687 $792 $885 $975 50 $17,800 $20,350 $22,900 $25,400 $27,450 $29,500 $31,500 $33,550 $445 $476 $572 $660 $737 $813 40 $14,240 $16,280 $18,320 $20,320 $21,960 $23,600 $25,200 $26,840 $356 $381 $458 $528 $590 $650 30 $10,680 $12,210 $13,740 $15,240 $16,470 $17,700 $18,900 $20,130 $267 $286 $343 $396 $442 $487 20 $7,120 $8,140 $9,160 $10,160 $10,980 $11,800 $12,600 $13,420 $178 $190 $229 $264 $295 $325 HERA 60 $21,600 $24,660 $27,720 $30,780 $33,300 $35,760 $38,220 $40,680 $540 $578 $693 $801 $894 $986 Special 50 $18,000 $20,550 $23,100 $25,650 $27,750 $29,800 $31,850 $33,900 $450 $481 $577 $667 $745 $821 40 $14,400 $16,440 $18,480 $20,520 $22,200 $23,840 $25,480 $27,120 $360 $385 $462 $534 $596 $657 30 $10,800 $12,330 $13,860 $15,390 $16,650 $17,880 $19,110 $20,340 $270 $289 $346 $400 $447 $493 20 $7,200 $8,220 $9,240 $10,260 $11,100 $11,920 $12,740 $13,560 $180 $192 $231 $267 $298 $328 60 $22,200 $25,380 $28,560 $31,680 $34,260 $36,780 $39,300 $41,820 $555 $594 $714 $824 $919 $1,014 50 $18,500 $21,150 $23,800 $26,400 $28,550 $30,650 $32,750 $34,850 $462 $495 $595 $686 $766 $845 40 $14,800 $16,920 $19,040 $21,120 $22,840 $24,520 $26,200 $27,880 $370 $396 $476 $549 $613 $676 30 $11,100 $12,690 $14,280 $15,840 $17,130 $18,390 $19,650 $20,910 $277 $297 $357 $412 $459 $507 20 $7,400 $8,460 $9,520 $10,560 $11,420 $12,260 $13,100 $13,940 $185 $198 $238 $274 $306 $338 60 $22,680 $25,920 $29,160 $32,400 $35,040 $37,620 $40,200 $42,780 $567 $607 $729 $843 $940 $1,037 50 $18,900 $21,600 $24,300 $27,000 $29,200 $31,350 $33,500 $35,650 $472 $506 $607 $702 $783 $864 40 $15,120 $17,280 $19,440 $21,600 $23,360 $25,080 $26,800 $28,520 $378 $405 $486 $562 $627 $691 30 $11,340 $12,960 $14,580 $16,200 $17,520 $18,810 $20,100 $21,390 $283 $303 $364 $421 $470 $518 20 $7,560 $8,640 $9,720 $10,800 $11,680 $12,540 $13,400 $14,260 $189 $202 $243 $281 $313 $345 HERA 60 $24,120 $27,600 $31,020 $34,440 $37,200 $39,960 $42,720 $45,480 $603 $646 $775 $895 $999 $1,102 Special 50 $20,100 $23,000 $25,850 $28,700 $31,000 $33,300 $35,600 $37,900 $502 $538 $646 $746 $832 $918 40 $16,080 $18,400 $20,680 $22,960 $24,800 $26,640 $28,480 $30,320 $402 $431 $517 $597 $666 $735 30 $12,060 $13,800 $15,510 $17,220 $18,600 $19,980 $21,360 $22,740 $301 $323 $387 $447 $499 $551 20 $8,040 $9,200 $10,340 $11,480 $12,400 $13,320 $14,240 $15,160 $201 $215 $258 $298 $333 $367 Gila Graham Greenlee 3/6/15 Page 2 of 4 5 Bdrm Rent Coconino (7 Persons) (8 Persons) (All fractions are rounded down) ARIZONA LOW INCOME HOUSING TAX CREDIT PROGRAM - IMPUTED INCOMES/ALLOWABLE RENTS FOR RENTS BASED ON UNIT SIZE (Number of bedrooms: Post 1989 Projects) (Figures derived from HUD Median Income Charts effective March 6, 2015) 0 Bdrm 1 Bdrm 2 Bdrm 3 Bdrm 4 Bdrm MSA/County % (1 Person) (2 Persons) (3 Persons) (4 Persons) (5 Persons) (6 Persons) La Paz 60 $19,500 $22,320 $25,080 $27,840 $30,120 $32,340 $34,560 50 $16,250 $18,600 $20,900 $23,200 $25,100 $26,950 $28,800 40 $13,000 $14,880 $16,720 $18,560 $20,080 $21,560 30 $9,750 $11,160 $12,540 $13,920 $15,060 20 $6,500 $7,440 $8,360 $9,280 HERA 60 $21,180 $24,180 $27,180 Special 50 $17,650 $20,150 $22,650 40 $14,120 $16,120 30 $10,590 20 Rent Rent Rent Rent Rent $36,780 $487 $522 $627 $724 $808 $891 $30,650 $406 $435 $522 $603 $673 $743 $23,040 $24,520 $325 $348 $418 $483 $539 $594 $16,170 $17,280 $18,390 $243 $261 $313 $362 $404 $445 $10,040 $10,780 $11,520 $12,260 $162 $174 $209 $241 $269 $297 $30,180 $32,640 $35,040 $37,440 $39,840 $529 $567 $679 $785 $876 $966 $25,150 $27,200 $29,200 $31,200 $33,200 $441 $472 $566 $654 $730 $805 $18,120 $20,120 $21,760 $23,360 $24,960 $26,560 $353 $378 $453 $523 $584 $644 $12,090 $13,590 $15,090 $16,320 $17,520 $18,720 $19,920 $264 $283 $339 $392 $438 $483 $7,060 $8,060 $9,060 $10,060 $10,880 $11,680 $12,480 $13,280 $176 $189 $226 $261 $292 $322 60 $19,500 $22,320 $25,080 $27,840 $30,120 $32,340 $34,560 $36,780 $487 $522 $627 $724 $808 $891 50 $16,250 $18,600 $20,900 $23,200 $25,100 $26,950 $28,800 $30,650 $406 $435 $522 $603 $673 $743 40 $13,000 $14,880 $16,720 $18,560 $20,080 $21,560 $23,040 $24,520 $325 $348 $418 $483 $539 $594 30 $9,750 $11,160 $12,540 $13,920 $15,060 $16,170 $17,280 $18,390 $243 $261 $313 $362 $404 $445 20 $6,500 $7,440 $8,360 $9,280 $10,040 $10,780 $11,520 $12,260 $162 $174 $209 $241 $269 $297 HERA 60 $28,260 $32,280 $36,300 $40,320 $43,560 $46,800 $50,040 $53,280 $706 $756 $907 $1,048 $1,170 $1,291 Special 50 $23,550 $26,900 $30,250 $33,600 $36,300 $39,000 $41,700 $44,400 $588 $630 $756 $873 $975 $1,076 40 $18,840 $21,520 $24,200 $26,880 $29,040 $31,200 $33,360 $35,520 $471 $504 $605 $699 $780 $861 30 $14,130 $16,140 $18,150 $20,160 $21,780 $23,400 $25,020 $26,640 $353 $378 $453 $524 $585 $645 20 $9,420 $10,760 $12,100 $13,440 $14,520 $15,600 $16,680 $17,760 $235 $252 $302 $349 $390 $430 60 $19,500 $22,320 $25,080 $27,840 $30,120 $32,340 $34,560 $36,780 $487 $522 $627 $724 $808 $891 50 $16,250 $18,600 $20,900 $23,200 $25,100 $26,950 $28,800 $30,650 $406 $435 $522 $603 $673 $743 40 $13,000 $14,880 $16,720 $18,560 $20,080 $21,560 $23,040 $24,520 $325 $348 $418 $483 $539 $594 30 $9,750 $11,160 $12,540 $13,920 $15,060 $16,170 $17,280 $18,390 $243 $261 $313 $362 $404 $445 20 $6,500 $7,440 $8,360 $9,280 $10,040 $10,780 $11,520 $12,260 $162 $174 $209 $241 $269 $297 HERA 60 $20,880 $23,880 $26,880 $29,820 $32,220 $34,620 $37,020 $39,420 $522 $559 $672 $775 $865 $955 Special 50 $17,400 $19,900 $22,400 $24,850 $26,850 $28,850 $30,850 $32,850 $435 $466 $560 $646 $721 $796 40 $13,920 $15,920 $17,920 $19,880 $21,480 $23,080 $24,680 $26,280 $348 $373 $448 $517 $577 $637 30 $10,440 $11,940 $13,440 $14,910 $16,110 $17,310 $18,510 $19,710 $261 $279 $336 $387 $432 $477 20 $6,960 $7,960 $8,960 $9,940 $10,740 $11,540 $12,340 $13,140 $174 $186 $224 $258 $288 $318 Navajo 3/6/15 Page 3 of 4 5 Bdrm Rent Mohave (7 Persons) (8 Persons) (All fractions are rounded down) ARIZONA LOW INCOME HOUSING TAX CREDIT PROGRAM - IMPUTED INCOMES/ALLOWABLE RENTS FOR RENTS BASED ON UNIT SIZE (Number of bedrooms: Post 1989 Projects) (Figures derived from HUD Median Income Charts effective March 6, 2015) 0 Bdrm 1 Bdrm 2 Bdrm 3 Bdrm 4 Bdrm MSA/County % (1 Person) (2 Persons) (3 Persons) (4 Persons) (5 Persons) (6 Persons) Santa Cruz 60 $19,500 $22,320 $25,080 $27,840 $30,120 $32,340 $34,560 50 $16,250 $18,600 $20,900 $23,200 $25,100 $26,950 $28,800 40 $13,000 $14,880 $16,720 $18,560 $20,080 $21,560 30 $9,750 $11,160 $12,540 $13,920 $15,060 20 $6,500 $7,440 $8,360 $9,280 HERA 60 $21,120 $24,120 $27,120 Special 50 $17,600 $20,100 $22,600 40 $14,080 $16,080 30 $10,560 20 Yavapai 3/6/15 Page 4 of 4 (7 Persons) (8 Persons) 5 Bdrm Rent Rent Rent Rent Rent Rent $36,780 $487 $522 $627 $724 $808 $891 $30,650 $406 $435 $522 $603 $673 $743 $23,040 $24,520 $325 $348 $418 $483 $539 $594 $16,170 $17,280 $18,390 $243 $261 $313 $362 $404 $445 $10,040 $10,780 $11,520 $12,260 $162 $174 $209 $241 $269 $297 $30,120 $32,580 $34,980 $37,380 $39,780 $528 $565 $678 $783 $874 $964 $25,100 $27,150 $29,150 $31,150 $33,150 $440 $471 $565 $653 $728 $803 $18,080 $20,080 $21,720 $23,320 $24,920 $26,520 $352 $377 $452 $522 $583 $643 $12,060 $13,560 $15,060 $16,290 $17,490 $18,690 $19,890 $264 $282 $339 $391 $437 $482 $7,040 $8,040 $9,040 $10,040 $10,860 $11,660 $12,460 $13,260 $176 $188 $226 $261 $291 $321 60 $23,520 $26,880 $30,240 $33,600 $36,300 $39,000 $41,700 $44,400 $588 $630 $756 $873 $975 $1,076 50 $19,600 $22,400 $25,200 $28,000 $30,250 $32,500 $34,750 $37,000 $490 $525 $630 $728 $812 $896 40 $15,680 $17,920 $20,160 $22,400 $24,200 $26,000 $27,800 $29,600 $392 $420 $504 $582 $650 $717 30 $11,760 $13,440 $15,120 $16,800 $18,150 $19,500 $20,850 $22,200 $294 $315 $378 $436 $487 $538 20 $7,840 $8,960 $10,080 $11,200 $12,100 $13,000 $13,900 $14,800 $196 $210 $252 $291 $325 $358 (All fractions are rounded down) The Arizona Department of Housing 2015 Information Bulletin REGARDING PROGRAMS: Owner Occupied Housing Rehabilitation REGARDING FUNDING SOURCES: Home Investment Partnership Program (HOME) INFORMATION BULLETIN No. 08‐15 ISSUED: March 20, 2015 RE: 2015 HOME Homeownership 95% Value Limits On March 17, 2015 HUD issued the following notice through the HUD Exchange: FY 2015 HOME Homeownership Value Limits Effective April 13, 2015 HUD has issued new HOME Homeownership Value Limits (“95% limits”) for 2015 that are effective April 13, 2015. 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. 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 2015 Information Bulletin REGARDING PROGRAMS: CDBG, HOME, HOPWA, ESG REGARDING FUNDING SOURCES: CDBG HOME HOPWA ESG INFORMATION BULLETIN No. 09‐15 ISSUED: April 7, 2015 RE: 2015‐2019 Consolidated Plan Public Hearing Draft Analysis of Impediments The Arizona Department of Housing (ADOH) has developed a draft of the 2015‐2019 Consolidated Plan (Plan), a five year plan that sets forth goals and objectives, 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 federal funds from the U.S. Department of Housing and Urban Development for the following: Community Development Block Grant (CDBG), HOME Investment Partnerships (HOME), Housing Opportunities for Persons with AIDS (HOPWA), and Emergency Shelter Grant (ESG) programs (ESG programs are 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. The Plan also contains a one year component called the 2015‐2016 Action Plan which outlines 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 holding a public hearing to receive input on the Plan. The hearing will be held at 10:00 a.m. on April 21, 2015, at the Arizona Department of Housing, 1110 West Washington Street, Suite 280, Phoenix, AZ 85007. The Plan will be available for public review and comment from April 1, 2015 to May 1, 2015 at the ADOH offices at 1110 West Washington Street, Suite 310, Phoenix, AZ 85007 as well as on the Department website: www.housingaz.gov. The draft 2015‐2019 Analysis of Impediments to Fair Housing is also available for review. Send written comments and questions 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 1 The Arizona Department of Housing 2015 Information Bulletin REGARDING PROGRAMS: Community Development Block Grant (CDBG); REGARDING FUNDING SOURCES: CDBG INFORMATION BULLETIN No. 10‐15 ISSUED: April 21, 2015 RE: CDBG Income Limits Effective March 6, 2015 Attached are the 2015 income limits for the Community Development Block Grant (CDBG) program. These income limits are effective March 6, 2015. The tables are also available for download on the Income and Rent Limits page of our website under Documents & Links. FY2015 Home Investment Partnership (HOME) program income limits have not been released by HUD. Therefore recipients should continue to use the FY2014 HOME limits published on April 21, 2014 with Information Bulletin 11‐14 until ADOH announces the FY2015 HOME 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 2015 ARIZONA CDBG INCOME LIMITS State of Arizona - CDBG Programs ARIZONA COUNTIES CDBG Program Income Limits Revised 4/21/15 1 PERSON 2 PERSON 3 PERSON 4 PERSON 5 PERSON 6 PERSON 7 PERSON 8 PERSON + Apache County MEDIAN HOUSEHOLD 38100 30% 50% (Very Low-Income) 80% (Low-Income) 11770 16250 26000 15930 18600 29700 20090 20900 33400 23200* 23200 37100 25100* 25100 40100 26950* 26950 43050 28800* 28800 46050 30650* 30650 49000 Cochise County MEDIAN HOUSEHOLD 53900 30% 50% (Very Low-Income) 80% (Low-Income) 11770 18900 30200 15930 21600 34500 20090 24300 38800 24250 26950 43100 28410 29150 46550 31300* 31300 50000 33450* 33450 53450 35600* 35600 56900 Coconino County MEDIAN HOUSEHOLD 59400 30% 50% (Very Low-Income) 80% (Low-Income) 12650 21100 33750 15930 24100 38550 20090 27100 43350 24250 30100 48150 28410 32550 52050 32570 34950 55900 36730 37350 59750 39750* 39750 63600 Gila County MEDIAN HOUSEHOLD 50800 30% 50% (Very Low-Income) 80% (Low-Income) 11770 17800 28500 15930 20350 32550 20090 22900 36600 24250 25400 40650 27450* 27450 43950 29500* 29500 47200 31500* 31500 50450 33550* 33550 53700 Graham County MEDIAN HOUSEHOLD 52800 30% 50% (Very Low-Income) 80% (Low-Income) 11770 18500 29600 15930 21150 33800 20090 23800 38050 24250 26400 42250 28410 28550 45650 30650* 30650 49050 32750* 32750 52400 34850* 34850 55800 Greenlee County MEDIAN HOUSEHOLD 54000 30% 50% (Very Low-Income) 80% (Low-Income) 11770 18900 30250 15930 21600 34600 20090 24300 38900 24250 27000 43200 28410 29200 46700 31350* 31350 50150 33500* 33500 53600 35650* 35650 57050 La Paz County MEDIAN HOUSEHOLD 42900 30% 50% (Very Low-Income) 80% (Low-Income) 11770 16250 26000 15930 18600 29700 20090 20900 33400 23200* 23200 37100 25100* 25100 40100 26950* 26950 43050 28800* 28800 46050 30650* 30650 49000 Mohave County MEDIAN HOUSEHOLD 44700 30% 50% (Very Low-Income) 80% (Low-Income) 11770 16250 26000 15930 18600 29700 20090 20900 33400 23200* 23200 37100 25100* 25100 40100 26950* 26950 43050 28800* 28800 46050 30650* 30650 49000 Navajo County MEDIAN HOUSEHOLD 41900 30% 50% (Very Low-Income) 80% (Low-Income) 11770 16250 26000 15930 18600 29700 20090 20900 33400 23200* 23200 37100 25100* 25100 40100 26950* 26950 43050 28800* 28800 46050 30650* 30650 49000 Pinal County MEDIAN HOUSEHOLD 64000 30% 50% (Very Low-Income) 80% (Low-Income) 13450 22400 35850 15930 25600 41000 20090 28800 46100 24250 32000 51200 28410 34600 55300 32570 37150 59400 36730 39700 63500 40890 42250 67600 Santa Cruz County MEDIAN HOUSEHOLD 45400 30% 50% (Very Low-Income) 80% (Low-Income) 11770 16250 26000 15930 18600 29700 20090 20900 33400 23200* 23200 37100 25100* 25100 40100 26950* 26950 43050 28800* 28800 46050 30650* 30650 49000 Effective March 6, 2015 CDBG/FY2015 Arizona Income Limits 2015 ARIZONA CDBG INCOME LIMITS State of Arizona - CDBG Programs ARIZONA COUNTIES CDBG Program Income Limits Revised 4/21/15 1 PERSON 2 PERSON 3 PERSON 4 PERSON 5 PERSON 6 PERSON 7 PERSON 8 PERSON + Yavapai County MEDIAN HOUSEHOLD 56000 30% 50% (Very Low-Income) 80% (Low-Income) 11800 19600 31400 15930 22400 35850 20090 25200 40350 24250 28000 44800 28410 30250 48400 32500* 32500 52000 34750* 34750 55600 37000* 37000 59150 Yuma County MEDIAN HOUSEHOLD 43600 30% 50% (Very Low-Income) 80% (Low-Income) 11770 17450 27900 15930 19950 31900 20090 22450 35900 24250 24900 39850 26900* 26900 43050 28900* 28900 46250 30900* 30900 49450 32900* 32900 52650 * The FY2014 Consolidated Appropriations Act changed the definition of extremely low-income to be the greater of 30/50ths (60 percent) of the Section 8 very low-income limit or the poverty guideline as established by the Department of Health and Human Services (HHS), provided that this amount is not greater than the Section 8 50% very low-income limit. Consequently, the extremely low income limits may equal the very low (50%) income limits. Effective March 6, 2015 CDBG/FY2015 Arizona Income Limits The Arizona Department of Housing 2015 Information Bulletin REGARDING PROGRAMS: LIHTC, HOME, HTF, NSP REGARDING FUNDING SOURCES: LIHTC, HOME, HTF, NSP INFORMATION BULLETIN No. 11‐15 ISSUED: May 4, 2015 RE: Utility Allowance Calculations For rental housing monitored by the Arizona Department of Housing and funded through the LIHTC, HOME, HTF and NSP programs, effective January 1, 2015 all utility allowance worksheets that list a “Miscellaneous” or “Other” fee in connection with electric or gas, must include these fees in the utility allowance calculation total. If both of these fees are not added into the utility allowance calculation total, ADOH will consider this a monitoring finding. We strongly recommend that you audit your utility allowance schedules to insure your utility allowance calculations are correct, all appropriate fees are included in your utility allowance totals, and necessary corrections are made to the files. INFORMATION: Lisa Troy, Housing 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 2015 Information Bulletin REGARDING PROGRAMS: State Housing Fund (SHF) REGARDING FUNDING SOURCES: HOME, HTF, NSP INFORMATION BULLETIN No. 12‐15 ISSUED: May 18, 2015 RE: HOME, HTF, NSP Program Income Limits effective June 1, 2015 HOME, HTF, NSP Program Rent Limits effective June 1, 2015 Attached are the 2015 income limits for Home Investment Partnership (HOME), Housing Trust Fund (HTF) and the Neighborhood Stabilization program (NSP) programs. These income limits are effective June 1, 2015 Also attached are the 2015 rent limits for the HOME, HTF, and NSP programs. These rent limits are effective June 1, 2015. The tables are also available for download on the Income and Rent Limits page of our website, www.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 2015 ARIZONA INCOME LIMITS State of Arizona -- State Housing Fund Programs ARIZONA COUNTIES HOME, HTF, and NSP Program Income Limits 6/1/2015 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) 12650 21100 25320 33750 14450 24100 28920 38550 16250 27100 32520 43350 18050 30100 36120 48150 19500 32550 39060 52050 20950 34950 41940 55900 22400 37350 44820 59750 23850 39750 47700 63600 Lake Havasu City-Kingman, AZ Mohave County MEDIAN HOUSEHOLD 30% 50% (Very Low-Income) 60% 80% (Low-Income) 9750 16250 19500 26000 11150 18600 22320 29700 12550 20900 25080 33400 13900 23200 27840 37100 15050 25100 30120 40100 16150 26950 32340 43050 17250 28800 34560 46050 18350 30650 36780 49000 Phoenix-Mesa-Glendale, AZ Maricopa - Pinal Counties MEDIAN HOUSEHOLD 30% 50% (Very Low-Income) 60% 80% (Low-Income) 13450 22400 26880 35850 15400 25600 30720 41000 17300 28800 34560 46100 19200 32000 38400 51200 20750 34600 41520 55300 22300 37150 44580 59400 23850 39700 47640 63500 25350 42250 50700 67600 Prescott, AZ Yavapai County MEDIAN HOUSEHOLD 30% 50% (Very Low-Income) 60% 80% (Low-Income) 11800 19600 23520 31400 13450 22400 26880 35850 15150 25200 30240 40350 16800 28000 33600 44800 18150 30250 36300 48400 19500 32500 39000 52000 20850 34750 41700 55600 22200 37000 44400 59150 Tucson, AZ Pima County MEDIAN HOUSEHOLD 30% 50% (Very Low-Income) 60% 80% (Low-Income) 12400 20650 24780 33050 14200 23600 28320 37800 15950 26550 31860 42500 17700 29500 35400 47200 19150 31900 38280 51000 20550 34250 41100 54800 21950 36600 43920 58550 23400 38950 46740 62350 Yuma, AZ Yuma County MEDIAN HOUSEHOLD 30% 50% (Very Low-Income) 60% 80% (Low-Income) 10500 17450 20940 27900 12000 19950 23940 31900 13500 22450 26940 35900 14950 24900 29880 39850 16150 26900 32280 43040 17350 28900 34680 46250 18550 30900 37080 49450 19750 32900 39480 52650 : Apache County MEDIAN HOUSEHOLD 30% 50% (Very Low-Income) 60% 80% (Low-Income) 9750 16250 19500 26000 11150 18600 22320 29700 12550 20900 25080 33400 13900 23200 27840 37100 15050 25100 30120 40100 16150 26950 32340 43050 17250 28800 34560 46050 18350 30650 36780 49000 : Cochise County MEDIAN HOUSEHOLD 30% 50% (Very Low-Income) 60% 80% (Low-Income) 11350 18900 22680 30200 12950 21600 25920 34500 14550 24300 29160 38800 16150 26950 32340 43100 17450 29150 34980 46550 18750 31300 37560 50000 20050 33450 40140 53450 21350 35600 42720 56900 Effective June 1, 2015 SHF FY2015 Arizona Income Limits 2015 ARIZONA INCOME LIMITS State of Arizona -- State Housing Fund Programs ARIZONA COUNTIES HOME, HTF, and NSP Program Income Limits 6/1/2015 1 PERSON 2 PERSON 3 PERSON 4 PERSON 5 PERSON 6 PERSON 7 PERSON 8 PERSON + 10700 12200 13750 15250 16500 17700 18950 20150 17800 20350 22900 25400 27450 29500 31500 33550 21360 24420 27480 30480 32940 35400 37800 40260 28500 32550 36600 40650 43950 47200 50450 53700 : 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) 11350 18900 22680 30250 13000 21600 25920 34600 14600 24300 29160 38900 16200 27000 32400 43200 17500 29200 35040 46700 18800 31350 37620 50150 20100 33500 40200 53600 21400 35650 42780 57050 : La Paz County MEDIAN HOUSEHOLD 30% 50% (Very Low-Income) 60% 80% (Low-Income) 9750 16250 19500 26000 11150 18600 22320 29700 12550 20900 25080 33400 13900 23200 27840 37100 15050 25100 30120 40100 16150 26950 32340 43050 17250 28800 34560 46050 18350 30650 36780 49000 : Navajo County MEDIAN HOUSEHOLD 30% 50% (Very Low-Income) 60% 80% (Low-Income) 9750 16250 19500 26000 11150 18600 22320 29700 12550 20900 25080 33400 13900 23200 27840 37100 15050 25100 30120 40100 16150 26950 32340 43050 17250 28800 34560 46050 18350 30650 36780 49000 : Santa Cruz County MEDIAN HOUSEHOLD 30% 50% (Very Low-Income) 60% 80% (Low-Income) 9750 16250 19500 26000 11150 18600 22320 29700 12550 20900 25080 33400 13900 23200 27840 37100 15050 25100 30120 40100 16150 26950 32340 43050 17250 28800 34560 46050 18350 30650 36780 49000 Effective June 1, 2015 SHF FY2015 Arizona Income Limits 2015 ARIZONA RENT LIMITS State of Arizona ‐‐ State Housing Fund Programs HOME, HTF and NSP Program Rent Limits ARIZONA COUNTIES 6/1/2015 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 551 698 710 551 698 590 749 825 590 749 708 901 1033 708 901 818 1032 1311 818 1032 912 1133 1671 912 1133 1006 1231 1922 1006 1231 1100 1329 2172 1100 1329 Lake Havasu City ‐ Kingman Mohave County For information only: LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 448 488 477 448 564 480 603 589 480 605 576 728 752 576 728 665 832 1019 665 832 742 909 1180 742 909 819 984 1357 819 984 896 1060 1534 896 1060 Phoenix, AZ Maricopa/Pinal Counties LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 581 593 582 581 736 623 735 735 623 790 747 908 908 747 949 863 1089 1338 863 1089 963 1195 1563 963 1195 1063 1300 1797 1063 1300 1162 1404 2032 1162 1404 LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 505 571 555 505 640 541 648 630 541 688 650 796 796 650 827 750 947 1173 750 947 837 1036 1240 837 1036 923 1125 1426 923 1125 1009 1214 1612 1009 1214 LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 489 489 489 528 668 566 611 611 566 716 680 822 822 680 862 785 987 1207 785 987 876 1081 1436 876 1081 966 1175 1651 966 1175 1057 1268 1867 1057 1268 For information only: For information only: Prescott, AZ Yavapai County For information only: Tucson, AZ Pima County For information only: Effective June 1, 2015 SHF Programs /FY2015 Arizona Rent Limits 2015 ARIZONA RENT LIMITS State of Arizona ‐‐ State Housing Fund Programs HOME, HTF and NSP Program Rent Limits ARIZONA COUNTIES 6/1/2015 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 436 550 605 436 550 1 BEDROOM 2 BEDROOM 3 BEDROOM 4 BEDROOM 5 BEDROOM 6 BEDROOM 467 561 647 722 797 871 591 711 813 888 961 1033 647 854 1258 1441 1657 1873 467 561 647 722 797 871 591 711 813 888 961 1033 LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 389 389 389 431 544 461 475 475 461 584 553 643 643 553 703 640 804 805 640 804 713 878 967 713 878 788 949 1112 788 949 861 1021 1257 861 1021 LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 490 581 581 490 616 525 600 600 525 662 630 751 751 630 797 726 912 1085 726 912 811 998 1330 811 998 895 1082 1530 895 1082 978 1166 1729 978 1166 LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 445 564 597 445 564 476 605 622 476 605 572 728 838 572 728 660 832 1210 660 832 737 909 1420 737 909 813 984 1633 813 984 889 1060 1846 889 1060 LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 454 454 454 462 616 495 641 641 495 661 595 763 763 595 796 686 910 1124 686 910 766 996 1128 766 996 845 1081 1297 845 1081 924 1165 1466 924 1165 LOW HOME RENT HIGH HOME RENT 458 458 475 475 626 643 723 801 806 859 890 988 973 1117 Effective June 1, 2015 SHF Programs /FY2015 Arizona Rent Limits 2015 ARIZONA RENT LIMITS State of Arizona ‐‐ State Housing Fund Programs HOME, HTF and NSP Program Rent Limits ARIZONA COUNTIES 6/1/2015 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 458 487 638 1 BEDROOM 2 BEDROOM 3 BEDROOM 4 BEDROOM 5 BEDROOM 6 BEDROOM 475 643 801 859 988 1117 521 626 723 806 890 973 684 823 943 1033 1121 1208 LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 431 536 536 431 544 461 556 556 461 584 553 703 752 553 703 640 804 937 640 804 713 878 1167 713 878 788 949 1342 788 949 861 1021 1517 861 1021 LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 431 534 534 431 544 461 537 537 461 584 553 703 727 553 703 640 804 1025 640 804 713 878 1036 713 878 788 949 1191 788 949 861 1021 1347 861 1021 LOW HOME RENT HIGH HOME RENT Fair Market Rent 50% Rent Limit 65% Rent Limit 431 544 544 431 544 461 584 615 461 584 553 703 763 553 703 640 804 962 640 804 713 878 1351 713 878 788 949 1554 788 949 861 1021 1756 861 1021 Effective June 1, 2015 SHF Programs /FY2015 Arizona Rent Limits The Arizona Department of Housing 2015 Information Bulletin REGARDING PROGRAMS: Rental Development REGARDING FUNDING SOURCES: Low Income Housing Tax Credit Program INFORMATION BULLETIN No. 13-15 ISSUED: June 30, 2015 RE: 2015 Low Income Housing Tax Credit Reservation List The Arizona Department of Housing has posted its 2015 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 > Documents & Links > Forms > Rental Development LIHTC 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.housing.az.gov ARIZONA DEPARTMENT OF HOUSING LOW INCOME HOUSING TAX CREDIT PROGRAM 2015 COMPETITIVE ROUND RESERVATION LIST UNITS ADOH PROJECT # PROJECT NAME & ADDRESS OWNERSHIP & DEVELOPER COUNTY TOTAL LIHTC MKT EMP # OF BLDGS PROJECT TYPE PROJECT COST FUNDED CONSTRUCTION TAX CREDITS COST/SF RESERVED REQUESTED CONSIDERATION UNDER SET ASIDE FOR SUPPORTIVE HOUSING - CHRONICALLY HOMELESS PEOPLE WITH A PREFERENCE FOR VETERANS La Mesita Phase 3 2254 W Main Street TC-0816-15 Mesa, AZ 85201-6806 La Mesita Apartments Phase 3, LP Native American Connections, Inc. Joe Keeper (jkeeper@nativeconnections.org) Esperanza en Escalante 3700 S. Calle Polar TC-0810-15 Tucson, AZ 85730-3261 EEE Supportive I, LLC Gorman & Company, Inc. Brian Swanton (bswanton@gormanusa.com) REQUESTED CONSIDERATION UNDER BALANCE OF STATE SET ASIDE Kingman Heights Apartments - Amy Neal Retirement Center 1020 Detroit Avenue TC-0815-15 Kingman, AZ 86401-6813 Rodeo Court 40 Rodeo Drive TC-0826-15 Lakeside, AZ 85929-0000 FSL St. Isadore Villas, L.P. FSL Real Estate Services Stephen L. Hastings (shastings@fsl.org) Rodeo Court, LP Hope Development Julie Hyatt (juliehyatt@mac.com) NACOG Maricopa 30 30 0 0 1 Pima 44 44 0 0 10 WACOG CAAG Acq/ Demolition & NC $ 7,494,407 $ 110.58 $ 652,235 New Construction $ 9,531,516 $ 127.13 $ 743,284 SEAGO Mohave (WACOG) 57 57 0 0 12 Acquisition/ Rehabilitation $ 9,553,223 $ 89.91 $ 625,207 Navajo (NACOG) 32 32 0 0 8 Acquisition/ Rehabilitation $ 4,644,957 $ 66.32 $ 327,918 Maricopa 37 37 0 0 15 New Construction $ 6,631,991 $ 89.27 $ 625,332 Yavapai 38 38 0 0 21 New Construction $ 9,875,599 $ 74.13 $ 870,954 REQUESTED CONSIDERATION UNDER TRIBAL SET ASIDE Pascua Yaqui Homes III Various along W Calle Senu and S Call Tomi TC-0824-15 Guadalupe, AZ 85283-5053 Pascua Yaqui #3 LLC Pascua Yaqui Tribe Housing Department Rolando Jaimez (rolando.jaimez@pascuayaqui-nsn.gov) Yavapai-Apache Homes V Various along E Cherry Creek Road TC-0833-15 Camp Verde, AZ 86322-8248 Yavapai-Apache Nation #5 Limited Partnership Yavapai-Apache Nation Tribal Housing Sharie Benson (sbenson@yan-tribe.org) REQUESTED CONSIDERATION UNDER NON-PROFIT SET ASIDE La Mesita Phase 3 2254 W Main Street TC-0816-15 Mesa, AZ 85201-6806 Kingman Heights Apartments - Amy Neal Retirement Center 1020 Detroit Avenue TC-0815-15 Kingman, AZ 86401-6813 Landmark Senior Living 8280 N. 59th Avenue TC-0817-15 Glendale, AZ 85302-6708 La Mesita Apartments Phase 3, LP Native American Connections, Inc. Joe Keeper (jkeeper@nativeconnections.org) FSL St. Isadore Villas, L.P. FSL Real Estate Services Stephen L. Hastings (shastings@fsl.org) Landmark Senior Living, LP Native American Connections, Inc. Joe Keeper (jkeeper@nativeconnections.org) FUNDED UNDER SUPPORTIVE HOUSING SET-ASIDE ABOVE Maricopa FUNDED UNDER BALANCE OF STATE SET-ASIDE ABOVE Mohave Maricopa 52 52 0 0 3 New Construction $ 11,660,837 $ 127.01 $ 921,696 Pima 92 92 0 0 93 New Construction $ 14,676,345 $ 113.32 $ 1,241,500 REQUESTED CONSIDERATION UNDER STATE SPECIAL PROJECT SET-ASIDE Sunnyside Point Villas II Sunnyside Point Subdivision TC-0828-15 Tucson, AZ 85706-2210 Sunnyside Point Villas II, LP La Frontera Partners, Inc. Daniella Zepeda (daniella.zepeda@lafrontera.org) Page 1 of 2 ARIZONA DEPARTMENT OF HOUSING LOW INCOME HOUSING TAX CREDIT PROGRAM 2015 COMPETITIVE ROUND RESERVATION LIST UNITS ADOH PROJECT # PROJECT NAME & ADDRESS OWNERSHIP & DEVELOPER COUNTY TOTAL LIHTC MKT EMP # OF BLDGS PROJECT TYPE PROJECT COST FUNDED CONSTRUCTION TAX CREDITS COST/SF RESERVED REQUESTED CONSIDERATION UNDER SET ASIDE FOR SUPPORTIVE HOUSING - CHRONICALLY HOMELESS PEOPLE WITH A PREFERENCE FOR VETERANS GENERAL POOL El Rancho II 659 & 701 E Main Street TC-0809-15 Mesa, AZ 85203-0000 El Rancho Affordable Housing II, L.P. CDP Affordable Housing Corp 3416 Via Oporto, Suite 301 Newport Beach, CA 92663-0000 Maricopa 47 46 0 1 Legacy on Main Phase II 118 N Extension Road TC-0819-15 Mesa, AZ 85201-6337 Legacy Partners II, LP Glennmark Construction Inc. Jessica Breen (jbreen@atlanticdev.com) Maricopa 122 122 0 0 Valor on Eighth 1001 E 8th Street TC-0830-15 Tempe, AZ 85281-7302 Valor on Eighth, LLC Gorman & Company, Inc. Brian Swanton (bswanton@gormanusa.com) 7th Avenue Commons 529 N 7th Avenue TC-0803-15 Tucson, AZ 85705-8334 7th Avenue Commons, LLC Gardner Capital Development Arizona, LLC Scott Puffer (spuffer@gardnercapital.com) Briarwood Apartments 2075 Injo Drive and 2080 Moyo Drive TC-0807-15 Lake Havasu, AZ 86403-4741 Briarwood Apartments, LP Hope Development Julie Hyatt (juliehyatt@mac.com) Florence Sunrise Apartments 960-980 Desoto Street 21 Willow Street TC-0811-15 Florence, AZ 85132-0000 Florence Apartments Associates, LLC Cordes Development Shawne Mastronardi (team.cordes@earthlink.net) 2 Acq/ Demolition & NC $ 13,633,557 $ 89.33 $ 1,158,279 13 Acquisition/ Rehabilitation $ 21,227,314 $ 75.58 $ 1,475,426 Acq/ Demolition & NC $ 13,283,631 $ 92.20 $ 1,058,745 NC/Adaptive ReUse $ 14,184,423 $ 117.43 $ 1,149,892 Maricopa 50 45 5 0 1 Pima 50 50 0 0 3 Mohave 56 56 0 0 19 Acquisition/ Rehabilitation $ 6,719,687 $ 61.45 $ 465,189 Pinal 58 57 0 1 11 Acquisition/ Rehabilitation $ 8,492,786 $ 93.01 $ 623,429 Graham 72 70 1 1 23 Acquisition/ Rehabilitation $ 7,356,915 $ 73.15 $ 582,613 Acq/ Demolition & NC $ 17,815,240 $ 126.54 $ 1,500,000 Sunshine Valley Apartments, LLC Sunshine Valley Apartments 1901 S 20th Avenue TC-0829-15 Safford, AZ 85546-0000 Northern Gardens 2211 W Northern Avenue TC-0822-15 Phoenix, AZ 85021-4917 Graham County Rural Housing Development Assoc., Inc . Blanca Bowman (ruralhousing@cableone.net) Northern Gardens/Phoenix LP WESCAP Development, LLC William E. Spreitzer (wes@wescap.com) Maricopa 66 66 0 0 2 903 894 6 3 237 $ 176,782,428 $ 14,021,699 Page 2 of 2 The Arizona Department of Housing 2015 Information Bulletin REGARDING PROGRAMS: Rental Development REGARDING FUNDING SOURCES: Low Income Housing Tax Credit Program INFORMATION BULLETIN No. 14-15 ISSUED: July 1, 2015 RE: 2016 Qualified Allocation Plan - Request for Comments The Arizona Department of Housing (“ADOH”) is requesting input for its 2016 Qualified Allocation Plan (QAP). The QAP is the document which will govern the allocation and use of 2016 Low Income Housing Tax Credits in accordance with Section 42 of the Internal Revenue Code of 1986, as amended (“I.R.C. § 42”). The comments received will be considered while drafting the 2016 QAP. Please provide written comments by July 27, 2015 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: QAP-Comments@azhousing.gov The 2015 QAP and Clarifications to the 2015 QAP can be found on the ADOH website at: https://housing.az.gov/documents-links/forms/rental-development-lihtc A draft of the 2016 QAP will be made available by August 21, 2015 at the following website: https://housing.az.gov/documents-links/forms/rental-development-lihtc ADOH is holding the following Focus Groups to receive feedback on the draft 2016 QAP. Please plan to attend one or both meetings and join the discussion. Phoenix Friday, August 28, 2015 at 2:15 p.m. – 4:00 p.m. Arizona Biltmore Hotel 2400 East Missouri Avenue Phoenix, AZ 85016 Tucson Friday, September 4, 2015 at 11:00 a.m. – 1:00 p.m. Pima County Housing Center 801 West Congress Street Tucson, AZ 85745 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.housing.az.gov The Arizona Department of Housing 2015 Information Bulletin REGARDING PROGRAMS: CDBG REGARDING FUNDING SOURCES: CDBG INFORMATION BULLETIN No. 15‐15 ISSUED: August 4, 2015 RE: CDBG Application Handbook (Revised July 22, 2015) The Arizona Department of Housing has issued a revised CDBG Application Handbook, dated July 22, 2015. The CDBG Application Handbook and all related forms are available on the Department’s website at: https://housing.az.gov/ A log of the changes is attached for your convenience. Of special note: the Windshield Survey is no longer a valid method for determining low to moderate income to qualify projects to meet the Low‐Mod Income Area National Objective. Windshield Surveys are now used only as a method to assess the percentage of deteriorated/deteriorating structures in a potential Slum Blight Area. It is anticipated that another revision to the CDBG Application Handbook will take place in the fall to provide more clear requirements for the assessment and designation of Slum Blight Area. For questions regarding the CDBG Application Handbook (Revision 7‐22‐15) 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 7/22/15 Section Entire Handbook Table of Contents 1. The CDBG Partnership ‐ The Role of ADOH and the COGS in the CDBG Program 1. The CDBG Partnership ‐ Eligible Grant Applicants Page i - xiii Description Of Change ADOH website address is now https//housing.az.gov/ Table of Contents revised for pagination changes due to insertion and deletion of information in the the revised handbook. 1 Entitlement Cities of Casa Grande, Douglas and Sierra Vista added to exception list. 4 Entitlement Cities of Casa Grande, Douglas and Sierra Vista added to exclusion list. 2. Eligible Projects ‐ Low‐Moderate (LM) Income Benefit ‐ Determination 9 2. Eligible Projects ‐ Housing 26 3. Application Review ‐ Additional Information Requests This section has been revised to remove references to current census and POPTAC data as this is no longer HUD's required protocol for determining Low‐Mod income for an area. Rather, UGLGs should be using LMISD or HUD prescribed Special Surveys (windshield surveys no longer allowable) 42‐43 4. Project Design ‐ Number of Activities and Grant Amounts 44 5. Public Participation Requirements ‐ Public Hearings 5. Public Participation Requirements ‐ Public Hearings ‐ Second Public Hearing Agenda Items 57 58 Reference to further information in Chapter 11 & Descriptions for Shelter Plus Care and Supportive Housing Program have been replaced with McKinney‐Vento Homeless Assistance Act 1. Beginning with FY2015 Regional Account applications having more than three (3) deficiencies will now be returned to the applicant for correction. Applicants will be given thirty (30) days (more if justified by the type of information needed) to resubmit. If applicant fails to resubmit by the deadline, ADOH will deny application and funds will be reallocated to the State Special Projects Account. Applications having three (3) or less deficiencies will be notified of deficiencies via e‐mail or Standard mail. 2. Application Deficiency letters will have a timeline within which the applicant must complete the ERR. Multiple Application thresholds for Regional Account submissions have been removed. Communities will be allowed only one (1) application for the Regional Account during their funding cycle and Counties will be allowed no more than three (3) applications during their funding cycle. Applicants with questions regarding the submission limitations should contact the ADOH CDBG Program for further information. Clarifying language added to state purpose of public hearings. Clarifying language added to Second Public Hearing to show that a specific time needs to be allowed for public comment. The time allowed is to be reflected in the minutes of the second public hearing. CDBG Application Handbook REVISIONS AS OF 7/22/15 5. Public Participation Requirements ‐ Flyers, Bulletins and Information Notices 59 5. Public Participation Requirements ‐ Provide Technical Assistance 59 5. Public Participation Requirements ‐ Application Amendments ‐ Process 59 5. Public Participation Requirements ‐ Grievance Procedures 5. Public Participation Requirements ‐ Proposed Projects for Public Comment 60 Clarifying language added to indicate that flyers, bulletins or informational notices must be posted at least 16 days prior to the date of the public hearing allowing for 15 days between the posting and the hearing. Clarifying language added to indicate that community/county's response to requests for technical assistance from the public needs to be filed in the public participation section of the "Application, Contract and Closeout File" Clarifying language added to indicate that publication/postings for amendment hearing must be 16 days prior to hearing allowing for 15 days between the advertisement/posting and the hearing. 60 Clarifying language added to indicate that Applicants are required to have a grievance plicy/procuedure in place prior to the initiation of the public participation process. This section was formerly named to "Preparing the Application" and clarifies that prior to the final public hearing, the applicant should have a project concept including a preliminary budget, detailed project description, maps and intended beneficiaries available for public review. 5. Public Participation Requirements ‐ Planning 61 All references to windshield surveys removed as these are no longer an acceptable survey method. 5. Public Participation Requirements ‐ Public Participation Documentation 62 Clarification language added that documentation includes Agendas and Minutes for both public hearings and sign in sheets for first public hearing only. List of required documentation has changed. 6. Distribution of CDBG Funds ‐ Regional Accounts ‐ Distribution Methodology 70‐71 Regional Account MODs will be submitted once every 3 years instead of annually with any deviations from the rotation schedules submitted to ADOH prior to the Letter of Intent due dates. 6. Distribution of CDBG Funds ‐ Regional Accounts ‐ Application Deadlines 6. Distribution of CDBG Funds ‐ State Special Projects ‐ Eligible SSP Activities 75 Regional Account application deadlines have changed for SEAGO (to August 1 annually) and CAG (to September 1 annually). Annual Action Plan no longer contains an Appendix B Priority List therefore that language has been removed. However, eligible project categories remain the same. 76 CDBG Application Handbook REVISIONS AS OF 7/22/15 6. Distribution of CDBG Funds ‐ State Special Projects ‐ Threshold Issues and Application Requirements 76‐79 1. Public participation evidence requirements have been changed for Public Hearing sign in sheets. 2. Contract performance thresholds have been revised to include requirements for previous contracts as well as progress and expenditure thresholds for ALL CURRENT ADOH contracts that are NON‐ OOHR if applicable and seperate progress and expenditure thresholds for ALL CURRENT ADOH OOHR CONTRACTS if applicable. 3. Percentages of completion and expenditure are now based on the original contracted project timeline (prior to any extensions). For example if a project is contracted to be completed in 12 months, then at 1/4 of the way through the term (or 3 months) the project must be 25% complete and 25% expended; at 1/2 of the way through the contracted term, the project must be 50% complete and 50% expended, etc. IF a project original contracted term is 12 months and the applicant requests an extension for example of 12 months to complete the original contracted scope of work, the thresholds will apply to the original 12 month term, not the extended 24 month term. 4. SSP applications will now be provided a 5 day corrective period for missing or incomplete threshold requirements. At the end of the 5 day corrective period, those applications that have not remedied the missing or incorrect threshold documentation will receive no further consideration. 6. Distribution of CDBG Funds ‐ State Special Projects ‐ Alignment with the Consolidated Plan 79 The State has released it FY2015‐2019 Consolidated Plan. Applications must demonstrate alignment with one or more goals of the new plan which can be found in Section SP‐45 and AP‐20. The FY2015‐ 2019 Consolidated Plan is available from the Publications page on the ADOH website at https//housing.az.gov/ 6. Distribution of CDBG Funds ‐ Colonias ‐ Threshold Issues and Application Requirements 81 Public Participaton evidence requirements have been changed for Public Hearing sign in sheets. 6. Distribution of CDBG Funds ‐ Colonias ‐ Threshold Issues and Application Requirements ‐ Project Specific Thresholds ‐ Housing Rehabilitation 82 Requirements for wait list have changed. Wait list, certified by the CDBG Contact must include: name of income qualified household, address, household size, household type, race, ethnicity, amount of verified income, %AMI and date of income qualification. CDBG Application Handbook REVISIONS AS OF 7/22/15 7. Certifications, Resolutions and Application Forms ‐ CDBG Application Instructions 113 7. Certifications, Resolutions and Application Forms 137 ‐ CDBG Application Forms 7. Certifications, Resolutions and Application Forms 179‐181 ‐ CDBG Application Forms 7. Certifications, Resolutions and Application Forms 182‐185 ‐ CDBG Application Forms 7. Certifications, Resolutions and Application Forms 189‐192 ‐ CDBG Application Forms 7. Certifications, Resolutions and Application Forms 193‐194 ‐ CDBG Application Forms 7. Certifications, Resolutions and Application Forms 199‐225 ‐ CDBG Application Forms 8. Special Survey Process ‐ When a Survey is Needed 226 Language regarding application submission clarified as only 1 application per community or up to 3 applications per county are allowed for Regional; and only 1 application allowed per SSP or Colonias Set Aside NOFA. Administration Costs and Related Forms, Certifications, Resolutions, Relocation Assistance Plan, Disclosure Report and Public Participation Documents must now be included with EACH application. Formatting error on Form 5 has been corrected. No other changes. Form 12 and its instructions have been revised and replaced in the handbook. Form should now be easier to complete in the Hispanic/Latino and Non‐Hispanic/Latino section and instructions for completion of the form should be more clear. Form 13 and its instructions have been revised to remove all references to windshield survey as this is no longer an acceptable survey method to obrain Low‐Mod service area data. Form 15 and its instructions have been revised to clarify use of windshield survey as method of visual assessment to qualify Slum Blight Area due to dilapidated structures. Form 15a and its instructions have been revised to remove all references to windshield survey as this is no longer an acceptable survey method to obtain Low‐Mod service area data. Grant Application Review Form has been revised to remove all references to windshield survey as this is no longer an acceptable survey method to obtain Low‐Mod service area data. Reference to windshield survey is removed as this is no longer an acceptable survey method for determining LM data. CDBG Application Handbook REVISIONS AS OF 7/22/15 8. Special Survey Process ‐ Period of Applicability 235 ADOH has received direct guidance from HUD Headquarters, Washington D.C. stating "A lifespan CANNOT be assigned to an income survey since there is always a potential for changes in socioeconomic conditions (such as the loss of a major employer), or demographic situations (e.g., the influx or departure of some segments of the population) as well as unanticipated impacts of natural disasters." Additionally, HUD has stated that an income survey may be re‐used for another CDBG‐ funded activity only if the service area is exactly coterminous with the service area of the first CDBG‐ funded activity. However, the applicant would have to justify why HUD's Low‐Mod Income Summary Data (LMISD) cannot be used and then why a new survey is unnecessary. ADOH has determined that this HUD guidance coupled with the timing of funding available to applicants will mean that most projects will require that a new income survey be completed. NOTE: If your service area is exactly coterminous with a previous project in which an income survey was completed, please contact your ADOH CD&R Specialist to discuss whether or not a new income survey is necessary. 8. Special Survey Process ‐ Windshield Survey Process 245 9. Other CDBG Processes ‐ Program Qualifications for Slum and Blight on an Area Wide Basis 254 Windshield survey section revised to clarify use as visual assessment for Slum Blight Target Area and documenting dilapidated structures. THIS SECTION IS UNDER CONSTRUCTION AND FURTHER REVISION WILL BE RELEASED IN THE FALL. Reference to windshield survey is clarified as being used for a visual assessment of Deteriorating and dilapidated structures in Slum Blight Area. 10. Economic Development ‐ Low and Moderate Income National Objective ‐ Areawide 11. Housing Guidance ‐ Housing Rehabilitation Guidelines (HRGs) 13. Glossary of Terms 260‐261 Reference to windshield survey is removed as this is no longer an acceptable survey method. 273‐275 New requirement added ‐ HRG's to be submitted to ADOH in digital format prior to application for housing rehabilitation funding. Applications must include a copy of the written document from ADOH acknowleding the receipt of the digital HRGs and a copy of the written document from ADOH approving the HRGs.The date of each of these two (2) notifications from ADOH must be prior to the application due date. 306‐312 Windshield survey definition updated; POPTAC as well as repetitive terminology (i.e. WBE/MBE when already in glossary as MBE/WBE) have been removed. The Arizona Department of Housing 2015 Information Bulletin REGARDING PROGRAMS: Rental Development REGARDING FUNDING SOURCES: Low Income Housing Tax Credit Program INFORMATION BULLETIN No. 16-15 ISSUED: August 21, 2015 RE: Draft 2016 Qualified Allocation Plan The Arizona Department of Housing (“ADOH”) has posted its first draft of the 2016 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 2016 QAP until September 25, 2015 at 4:00 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: 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. Phoenix Friday, August 28, 2015 at 2:15 p.m. – 4:00 p.m. Arizona Biltmore Hotel 2400 East Missouri Avenue Phoenix, AZ 85016 Tucson Friday, September 4, 2015 at 11:00 a.m. – 1:00 p.m. Pima County Housing Center 801 West Congress Street Tucson, AZ 85745 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.housing.az.gov The Arizona Department of Housing 2015 Information Bulletin REGARDING PROGRAMS: Community Development Block Grant (CDBG); Home Investment 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. 17-15 ISSUED: September 2, 2015 RE: Federal Fiscal Year 2014 Consolidated Annual Performance Evaluation Report (CAPER) and CDBG Performance Evaluation Report (PER) The Arizona Department of Housing (ADOH), on behalf of the State of Arizona, has prepared its Federal FY 2014 Consolidated Annual Performance Evaluation Report (CAPER), which covers the period of July 1, 2014 to June 30, 2015. The CAPER discusses the progress the State has made in meeting its goals for the following federal programs of the U.S. Department of Housing and Urban Development (HUD), which are administered by the State: Community Development Block Grant (CDBG); HOME Investment Partnership Program; Housing Opportunities for Persons With AIDS (HOPWA); and Emergency Solutions Grant (ESG), as well as other state and federal programs relating to housing development. The ESG funds are administered by the Arizona Department of Economic Security. ADOH is also making available for public review, the CDBG Performance Evaluation Report (PER) for Fiscal Year 2014. This report is part of the CAPER but contained in a separate document. A draft of the CAPER and PER reports is available on ADOH’s website (https://housing.az.gov) or by contacting the person listed below. Andrew Rael Assistant Deputy Director, Programs Arizona Department of Housing 1110 W. Washington Suite 310, Phoenix, AZ 85007 (602) 771-1000 phone TTY (602) 771-1001 caper@azhousing.gov 1 The law authorizing the CAPER requires that, prior to submission to HUD; the public must be given an opportunity to comment on the Report. Public comments are encouraged; however, all comments must be made in writing to the address or email listed above and must be received by ADOH no later than 5:00 p.m., September 16, 2015. NOTE: It is the policy of ADOH to comply in all respects with the nondiscrimination requirements of Title II of the Americans with Disabilities Act and Section 504 of the Rehabilitation Act of 1973. Individuals who require the reports to be provided in an alternative format may contact Joy Johnson at joy.johnson@azhousing.gov to make their needs known. Requests should be made as soon as possible to allow sufficient time to arrange the accommodation. Si necesita ayuda en español para entender este documento, puede solicitarla sin costo adicional, mand un email a caper@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 1 Arizona Department of Housing 2015 Information Bulletin REGARDING PROGRAMS: Rental Development REGARDING FUNDING SOURCES: Low Income Housing Tax Credit (LIHTC), Home Investment Partnerships Program (HOME) INFORMATION BULLETIN No. 18‐15 ISSUED: September 11, 2015 RE: Section 811 Rental Assistance for 2016 LIHTC Developments The Arizona Department of Housing (ADOH) has received a Section 811 grant award from the U.S. Department of Housing and Urban Development (HUD) which will provide monthly rental assistance subsidies for eligible persons living in newly developed Low Income Housing Tax Credit (LIHTC) developments. The draft 2016 LIHTC Qualified Allocation Plan (QAP) contains a “Set‐Aside” for LIHTC developments that have up to 25% of its units dedicated to families in which at least one member has a developmental disability, is 18 to 61 years old and is eligible for community based long term care services provided by Arizona Long Term Care System. The Section 811 grant is sufficient to fund approximately 62 units. All may not be funded in the 2016 LIHTC round. All tenant referrals for available units will be provided by the Arizona Department of Economic Security/Division of Developmentally Disabled (DES/DDD) from persons enrolled for services through DES/DDD. Participants will have a Support Coordinator and, at a minimum, an annual Individual Support Plan that identifies the medically necessary services and supports that are needed by the individual. All supports and services are provided through DES/DDD. LIHTC developments within this “Set‐Aside” must achieve the minimum design standards outlined in the 2016 QAP; however, developers must decide what additional design and location features are conducive to the success of these developments. To assist in this endeavor ADOH is providing the results of a recent survey conducted of over 1,200 persons with developmental disabilities concerning their housing needs and preferences. 1 2 The survey may be found at the following location: https://housing.az.gov 1110 W. Washington, Suite 310 | Phoenix, AZ 85007 Telephone (602) 771‐1000 Facsimile (602) 771‐1002 TDY (602) 771‐1001 https://housing.az.gov 2 Housing Opportunity for Persons with Developmental Disabilities Q1 What is your current living arrangement? Check all that apply. Answered: 1,219 Skipped: 124 Live with a relative or... Live with a roommate or... Live with a caretaker Live in a Group Home Live in an Adult... 0% 10% 20% 30% 40% Answer Choices 50% 60% 70% 80% 90% 100% Responses Live with a relative or relatives (parents, siblings, other) 86.79% Live with a roommate or roommates 3.12% 38 Live with a caretaker 3.45% 42 Live in a Group Home 6.73% 82 Live in an Adult Developmental Home 3.36% 41 Total Respondents: 1,219 1 / 17 1,058 Housing Opportunity for Persons with Developmental Disabilities Q2 Who do you want to live with in an apartment? Check all that apply. Answered: 1,241 Skipped: 102 Live by myself Live with a relative or... Live with a caregiver Live with a roommate or... 0% 10% 20% 30% 40% Answer Choices 50% 60% 70% 80% 90% 100% Responses Live by myself 19.42% 241 Live with a relative or relatives (parent, spouse, children, sibling, other) 67.04% 832 Live with a caregiver 17.08% 212 Live with a roommate or roommates of my choosing 21.51% 267 Total Respondents: 1,241 2 / 17 Housing Opportunity for Persons with Developmental Disabilities Q3 If you said you would like to live with a relative or relatives in the apartment, tell us who they are. Check all that apply. Answered: 877 Skipped: 466 Parent or parents Spouse Child or children Grandparent or grandparents Sibling or siblings 0% 10% 20% 30% 40% Answer Choices 50% 60% 70% 80% 90% 100% Responses Parent or parents 75.94% Spouse 7.75% Child or children 18.36% Grandparent or grandparents 6.16% Sibling or siblings 44.81% Total Respondents: 877 3 / 17 666 68 161 54 393 Housing Opportunity for Persons with Developmental Disabilities Q4 If you lived with a relative or relatives, how many people would live in your apartment in total, counting yourself? Answered: 975 Skipped: 368 2 3 4 5 0% 10% 20% 30% 40% Answer Choices 50% 60% 70% 80% 90% 100% Responses 2 28.41% 277 3 30.56% 298 4 22.97% 224 5 18.05% 176 Total 975 4 / 17 Housing Opportunity for Persons with Developmental Disabilities Q5 If you will be living in your apartment with other people, what would be the combined annual income of all persons living with you (including your income)? Or, if you said you would live alone, what is your annual income? Answered: 1,179 Skipped: 164 Under $10,000 $10,000 $15,000 $15,000 $20,000 $20,000 $30,000 $30,000 $40,000 More than $40,000 0% 10% 20% 30% 40% Answer Choices 50% 60% 70% 80% 90% 100% Responses Under $10,000 36.98% 436 $10,000 - $15,000 18.41% 217 $15,000 - $20,000 13.49% 159 $20,000 - $30,000 12.30% 145 $30,000 - $40,000 7.72% More than $40,000 11.11% Total 91 131 1,179 5 / 17 Housing Opportunity for Persons with Developmental Disabilities Q6 Where do you currently live? Answered: 1,321 Skipped: 22 Maricopa County Pima County Other county 0% 10% 20% 30% 40% Answer Choices 50% 60% 70% 80% 90% 100% Responses Maricopa County 65.93% 871 Pima County 15.90% 210 Other county 18.17% 240 Total 1,321 6 / 17 Housing Opportunity for Persons with Developmental Disabilities Q7 Where would you most like to live? Check all that apply. Answered: 1,114 Skipped: 229 Maricopa County Pima County 0% 10% 20% 30% 40% Answer Choices 50% 60% 70% 80% 90% 100% Responses Maricopa County 81.15% 904 Pima County 18.85% 210 Total 1,114 7 / 17 Housing Opportunity for Persons with Developmental Disabilities Q8 If you would like to live in Maricopa County, let us know where. Check all that apply. Answered: 913 Skipped: 430 Central Phoenix North Phoenix South Phoenix West Phoenix Glendale Peoria Buckeye Avondale Tempe Scottsdale Mesa Chandler Gilbert 0% 10% 20% 30% 40% Answer Choices 50% 60% 70% 80% 90% 100% Responses Central Phoenix 16.65% 152 North Phoenix 27.27% 249 South Phoenix 7.34% West Phoenix 18.07% 165 Glendale 21.14% 193 8 / 17 67 Housing Opportunity for Persons with Developmental Disabilities Peoria 17.52% Buckeye 3.61% 33 Avondale 9.09% 83 Tempe 20.48% 187 Scottsdale 19.39% 177 Mesa 24.21% 221 Chandler 22.45% 205 Gilbert 20.37% 186 Total Respondents: 913 9 / 17 160 Housing Opportunity for Persons with Developmental Disabilities Q9 If you would like to live in Pima County, tell us where. Check all that apply. Answered: 251 Skipped: 1,092 Tucson South Tucson Marana 0% 10% 20% 30% 40% Answer Choices 50% 60% 70% 80% 90% 100% Responses Tucson 88.45% 222 South Tucson 13.94% 35 Marana 17.13% 43 Total Respondents: 251 10 / 17 Housing Opportunity for Persons with Developmental Disabilities Q10 What type of features and/or services would you like to have available at the apartment complex? Check all that apply. Answered: 1,201 Skipped: 142 Community room Computer room, to include... Exercise room Daycare services Swimming pool Financial literacy... Nutrition classes After school programs Job search and training... Health screenings 0% 10% 20% 30% 40% Answer Choices 50% 60% 70% 80% 90% 100% Responses Community room 56.54% 679 Computer room, to include training 53.21% 639 Exercise room 73.02% 877 Daycare services 23.98% 288 Swimming pool 77.69% 933 Financial literacy classes 26.39% 317 Nutrition classes 37.05% 445 After school programs 33.81% 406 Job search and training assistance 44.71% 537 Health screenings 33.81% 406 11 / 17 Housing Opportunity for Persons with Developmental Disabilities Total Respondents: 1,201 12 / 17 Housing Opportunity for Persons with Developmental Disabilities Q11 What accessibility features do you require? Check all that apply. Answered: 531 Skipped: 812 Grab bars Wheel chair accessibility Features for hearing... Features for sight... 0% 10% 20% 30% 40% Answer Choices 50% 60% 70% 80% 90% 100% Responses Grab bars 70.81% 376 Wheel chair accessibility 46.70% 248 Features for hearing impairments 18.64% 99 Features for sight impairments 21.85% 116 Total Respondents: 531 13 / 17 Housing Opportunity for Persons with Developmental Disabilities Q12 If you depend on or would like to take public transportation, what type? Answered: 1,009 Skipped: 334 Light rail Bus Van service Dial A Ride 0% 10% 20% 30% 40% Answer Choices 50% 60% 70% 80% 90% 100% Responses Light rail 27.25% 275 Bus 50.94% 514 Van service 52.63% 531 Dial A Ride 49.95% 504 Total Respondents: 1,009 14 / 17 Housing Opportunity for Persons with Developmental Disabilities Q13 How much advance notice would you need before moving to a new apartment? Answered: 1,147 Skipped: 196 1 month 2-3 months 3-6 months 0% 10% 20% 30% 40% Answer Choices 50% 60% 70% 80% 90% 100% Responses 1 month 28.07% 322 2-3 months 37.23% 427 3-6 months 34.70% 398 Total 1,147 15 / 17 Housing Opportunity for Persons with Developmental Disabilities Q14 How likely are you to apply to live in such an apartment unit? Answered: 1,283 Skipped: 60 Extremely likely. Somewhat likely, but ... Not very likely. 0% 10% 20% 30% 40% Answer Choices 50% 60% 70% 80% 90% 100% Responses Extremely likely. 39.36% 505 Somewhat likely, but I would need more information to decide. 42.87% 550 Not very likely. 17.77% 228 Total 1,283 16 / 17 IB 19‐15 | State Housing Fund OOHR NOFA September 18, 2015 1 Arizona Department of Housing 2015 Information Bulletin REGARDING PROGRAMS: State Housing Fund Programs REGARDING FUNDING SOURCES: Home Investment Partnerships Program (HOME) INFORMATION BULLETIN No. 19‐15 ISSUED: September 18, 2015 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 FY2015 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 February 18, 2016 at 4:00 p.m. The Application process for SHF can be found in the FY2015‐2016 SHF Program Summary and Application Guide. The guide can be downloaded from the ADOH website at: https://housing.az.gov/documents‐links/handbooks. Application Forms and the OOHR Scoring Sheet can be downloaded from the State Housing Fund Forms page at: https://housing.az.gov/documents‐links/forms/state‐housing‐fund. 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 FY2015 is:  Improve the Quality of 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 19‐15 | State Housing Fund OOHR NOFA September 18, 2015 2  State’s Rehabilitation Standards (Rev. 11/18/13) located at: https://housing.az.gov/documents‐links/forms/state‐housing‐fund  Most recent State and Local code requirements.  Appliances as Applicable must be Energy Star rated.  International Energy Conservation Code (IECC, 2012 Edition) or most recent code adopted by local building jurisdiction.  Uniform Federal Accessibility Standards (Section 504 of the 1973 Rehabilitation Act) and the Americans with Disabilities Act, as applicable and needed by owner.  Weatherization Standards for OOHR Housing Rehab (Issued 10/12/12, Rev. 11/18/13) located at: https://housing.az.gov/documents‐links/forms/state‐housing‐fund  All plumbing fixtures are to be “low‐flow.” The funding process can be found in the FY2015‐2016 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 FY2014 There are four significant changes from the federal FY2014 OOHR application round in application thresholds and scoring. Refer to the FY2015‐2016 SHF Program Summary and Application Guide for application and threshold requirements in addition to those noted below. The most notable changes are highlighted below: 1. Housing Rehabilitation Guidelines (HRGs) must be submitted to ADOH electronically for review and approval prior to the application due date. The evidence of ADOH written acknowledgement of receipt of the electronic HRGs, and the ADOH written approval of the electronic HRGs, must be submitted with the application in addition to the evidence of adoption of the HRGs by the governing body via a Resolution or motion. 2. Application for funding must serve a minimum of three (3) income qualified households. 3. Program Specific Thresholds. The performance based thresholds have changed. See the FY2015‐2016 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 OOHR contracts that have reached their Funding Agreement expiration: 2 IB 19‐15 | State Housing Fund OOHR NOFA September 18, 2015 • • 3 Performance: Project is in compliance with the Schedule of Completion per the Funding Agreement Attachment B; and Expenditure Rates: Funds are 100 percent expended or de‐obligated. o Applicants with OOHR contracts that are 3/4 of the way through their original Funding Agreement term: • Performance: Project is in compliance with the Schedule of Completion per the Funding Agreement Attachment B; and • Expenditure Rates: Funds are seventy‐five percent (75%) expended (verified through approved RFP’s submitted to ADOH for reimbursement). o Applicants with OOHR contracts that are 1/2 way through their original Funding Agreement term: • Performance: Project is in compliance with the Schedule of Completion per the Funding Agreement Attachment B; and • Expenditure Rates: Funds fifty percent (50%) expended (verified through approved RFP’s submitted to ADOH for reimbursement). o Applicants with OOHR contracts 1/4 of the way through their original Funding Agreement term: • Performance: Project is in compliance with the Schedule of Completion per the Funding Agreement Attachment B; and • Expenditure Rates: Funds are twenty‐five percent (25%) expended (verified through approved RFP’s submitted to ADOH for reimbursement). 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. 4. Application TAB J – Appendix J OOHR Score Sheet. There are now two (2) Tie Breaker categories. The additional Tie Breaker was added to address the increased competitiveness of applications received in previous rounds. The added Tie Breaker focuses on the Readiness category. 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 FY2015‐2016 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 3 IB 19‐15 | State Housing Fund OOHR NOFA September 18, 2015 4 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 FROM FY2014”. The FY2014‐2016 SHF Program Summary and Application Guide and the Owner Occupied Housing Rehabilitation Application (REV. 8‐20‐15) can be downloaded from the ADOH website at the web links provided previously in this NOFA. 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 4 of the FY2015‐2016 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 Excel format. The form is designed to expand as needed dependent upon the amount of data in the space allotted for input. There are separate tabs on the Excel spreadsheet for each page of the application form. 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 of the completed application package. Applicants must submit their application package as described under Application Format, completing all required sections and providing all required supporting documentation. Application packages not received by 4:00 p.m. on the application deadline will not be accepted for review. The application package and any subsequent revisions or clarifications, if approved for funding, will become part of the agreement with the Department. Please refer to Chapter 2, section 2.2 (A) and Chapter 4, section 4.14 for additional application completeness criteria. 4 IB 19‐15 | State Housing Fund OOHR NOFA September 18, 2015 5 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. Application material must be:  1 Original only.  8 ½ x 11 format  Single sided  Application must be two‐hole punched at the top and bound by a metal fastener or large clip.  Application must be 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 February 18, 2016. 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 https://housing.az.gov 5 The Arizona Department of Housing 2015 Information Bulletin REGARDING PROGRAMS: Rental Development REGARDING FUNDING SOURCES: Low Income Housing Tax Credit Program INFORMATION BULLETIN No. 20-15 ISSUED: October 8, 2015 RE: 2016 Qualified Allocation Plan – 3rd Focus Group and Public Hearing The Arizona Department of Housing (“ADOH”) will release of the Second Draft of the 2016 Qualified Allocation Plan (“QAP”) on or about October 16, 2015. ADOH will accept written comments on the second draft of the 2016 QAP when released until October 22, 2015 at 4:00 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: QAP-Comments@azhousing.gov Third Focus Group and QAP Public Hearing: ADOH will hold a third focus group and the Public Hearing to receive feedback regarding the 2016 draft QAP. Both meetings will be held at the following location: Arizona Department of Housing Conference Room – Suite 250 1110 West Washington Street Phoenix, AZ 85007 Free parking is available on the streets surrounding the building and at the Arizona Department of Environmental Quality garage at the northwest corner of 10th Avenue and Washington Street. Participants will be required to sign in at the security desk in the building lobby as a visitor prior to going up to the second floor. Suite 250 is just to the right of the rear end of the 2nd Floor Lobby. Focus Group October 22, 2015 10:00 am – Noon Public Hearing November 13, 2015 10:00 am - Noon 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.housing.az.gov The Arizona Department of Housing 2015 Information Bulletin REGARDING PROGRAMS: Community Development and Revitalization REGARDING FUNDING SOURCES: Community Development Block Grant (CDBG) INFORMATION BULLETIN No. 21‐15 ISSUED: October 15, 2015 RE: Notice of Funding Availability for CDBG State Special Projects Competitive Funding NOTICE OF FUNDING AVAILABILITY (NOFA OR NOTICE) For FY 2015, the Arizona Department of Housing (ADOH) expects to allocate approximately $1,306,620 in Community Development Block Grant (CDBG) Program funds to State Special Projects (SSP). The FY 2015 SSP funds will be distributed in one competitive funding round and the application submission deadline is Friday, April 15, 2016 at 4 p.m. The Application Process for the SSP funding allocation is described in the CDBG Application Handbook (REV. July 22, 2015) with any changes or additional requirements outlined in this Notice. The CDBG Application Handbook, CDBG SSP Rating Tool FY2015 and CDBG Application Forms can be obtained from the ADOH website at: https://housing.az.gov. 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 Casa Grande, Douglas, Flagstaff, Prescott, Sierra Vista, 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. July 22, 2015) the following thresholds apply: • Project application must be for activities that align with the state’s FY2015‐2019 Consolidated Plan (Con Plan) at sections SP‐45 and AP‐20. The Con Plan is available for review or download from the publications page of the Department’s website at: https://housing.az.gov/documents‐links/publications. • 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. 2 • • • • Applicant must submit a list of qualified bidders selected for solicitation and statement certifying that the local government will select vendors through a competitive procurement process compliant with CDBG guidelines. Applicant must include copies of all applicable permits (e.g. zoning, building, Army Corps of Engineers) or letters from the appropriate bodies stating these permits will likely be approved within 30 days of award notification. In the event that permits are not applicable (i.e. work performed by city staff in the right of way owned by the city) the applicant must provide a detailed written explanation of why permits are not applicable to the project. Applicant must submit evidence of proper zoning for the project type from the appropriate planning and/or zoning dept. 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 3 • • • • • Applicant must provide a copy of the wait list in spreadsheet format of income qualified homeowners/tenants who have applied to receive assistance, the date of the income qualification (must be 6 months or less for at least the same number of beneficiaries wo will be served by the application) and the household demographics including but not limited to: name, address, household size, race, ethnicity, income, %AMI, household type, etc. The wait list must be certified as a true copy of the original and signed by the Grants Coordinator, Rehabilitation Specialist or other appropriate official. Applicant must submit an electronic copy of the community’s Housing Rehab Guidelines (HRGs) prior to submission of the application. The application must include a copy of the ADOH acknowledgement of receipt of the digital HRG’s AND a copy of the ADOH document approving the HRGs. HRG’s therefore must be reviewed and approved by ADOH well before the submission deadline of an SSP application. HRG’s must have incorporated ADOH Weatherization Standards (Issued 10/12/12, REV. 8/22/13) located at: https://housing.az.gov/documents‐links/forms/state‐housing‐ fund. (See also CDBG Application Handbook Section 11, Housing Rehabilitation Guidelines part B, page 279). 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 4      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. 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 FY2015. The rating tool can be obtained from the ADOH website at: https://housing.az.gov/documents‐ links/forms/community‐revitalization 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. July 22, 2015): https://housing.az.gov/documents‐links/handbooks 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 5 receiving awards until available funds are exhausted. Scored applications will be kept on file for one year and the next highest scoring application will be funded only if funding becomes available through recapture or de‐obligated CDBG funds sufficient to award the additional project. The goals of the rating system are as follows: • Ensure fairness in competition for the grants; • Increase the objectivity of the reviews; and • Provide grantees with more information on how to write a competitive application. The application rating system places additional emphasis on: targeting the most low‐ moderate income people and communities; determining the need for the activity; past performance of the applicant and/or administrating agency; and cost effectiveness of the project. The SSP Rating Tool and a Completeness Review Form can be obtained from the ADOH website at: https://housing.az.gov/documents‐links/forms/community‐revitalization 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. 7/22/15) release: August 3, 2015 NOFA release: October 15, 2015 Application Deadline: April 15, 2016, 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 copy only and all back up documentation. The entire application must be two‐hole punched at the top and secured by a clasp. DO NOT submit application in a 3 ring binder. Any drawings, maps, plans or supportive documents may be included unbound (if not feasible to bound) but must be legible, designated and labeled. 6 Applications must be received by ADOH no later than Friday, April 15, 2016 by 4:00 p.m. Applications will be considered received if one of the following indicates a date and time no later than the application due date: • • Fed Ex, UPS, etc. delivery documents; or Department staff documentation of receipt. 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 Arizona Department of Housing 2015 Information Bulletin REGARDING PROGRAMS: Rental Development REGARDING FUNDING SOURCES: Low Income Housing Tax Credit (LIHTC), Home Investment Partnerships Program (HOME) INFORMATION BULLETIN No. 22-15 ISSUED: October 19, 2015 RE: Energy Inspection Procedures The Governor’s Office of Energy Policy (“GOEP”) is no longer available to provide the inspections described in the Qualified Allocation Plans for 2013, 2014 and 2015. Therefore, the Arizona Department of Housing (“ADOH”) has implemented the following procedures to clarify the requirements for energy inspections related to Low Income Housing Tax Credit (“LIHTC”) projects which received allocations in 2013, 2014 and 2015. These procedures are effective immediately. There are two processes depending upon the existing involvement of a RESNET Certified Home Energy Rater (“HERS Rater”) and/or a LEED Green Rater. The reviews in Processes 1 and 2 below shall be limited to the energy efficiency requirements of the QAP as described in: • QAP Section 2.9(Q)(1)(A)(1-3) • Form 17 exhaust fans and fresh air under Materials and Indoor Air Quality (if claimed for points) • Form 17 Energy Efficiency selections claimed for points • Exhibit D Sections (IX)(G) and XI (all energy efficiency items) Non-energy efficiency related items on Form 17 are not included in this process and are reviewed by ADOH or its designated representative. Contact the ADOH Project Specialist assigned to the project when all items have been installed. Non-energy efficiency related items include: • Material and Indoor Air Quality items not related to energy efficiency such as Material Selection, Flooring, Smoke-Free Development, Fabricated in the State of Arizona, Environmentally Preferred Products (EPP), Waste Management; and all Water Efficiency items. Process 1 - HERS Rater/LEED Green Rater Inspections Projects which include a HERS Rater or LEED Green Rater for any of the following reasons shall follow Process 1. • Project received points in Tab 17 for the performance based path or the LEED for Homes Gold Certification path. • HERS Rater performed an energy analysis to provide an Energy Consumption Model utility allowance which was submitted at Tab 14 of the LIHTC Application. • HERS Rater performed an energy analysis required under Exhibit D(XI). 1. Notification: Developer or its designated representative shall contact FSL Home Energy Solutions (“FSLHES”) at FSLHES@fsl.org to inform FSLHES that the project team includes a HERS Rater or LEED Green Rater. Developer shall provide FSLHES with the following documents: a. Full Set of Plans and Specifications in pdf format, with a copy to the ADOH Project Specialist assigned to the project. Additional information such as photos shall be provided upon request. b. Copy of all energy analyses completed to date and project scope of work including: i. Utility allowance analysis (included at Tab 14 of LIHTC Application) ii. Energy Analysis (required by Exhibit D(XI)(F) for rehabilitation projects), if applicable iii. LEED for Homes Gold Certification checklist (if applicable) c. Contact information for the HERS Rater/LEED Green Rater d. Documentation that the applicable HERS Rater/LEED Green Rater is fully credentialed and in good standing with RESNET and USGBC, as applicable. If the HERS Rater is doing less than 100% testing of every Unit, they must also be working with an accredited RESNET Sampling Provider. Screenshots or printouts from the following websites for RESNET Rater(s) and USGBC LEED Green Rater will provide the necessary documentation to be submitted to FSLHES. FSLHES will look up the Sampling Provider information based upon the screenshot/printout from the registry of raters that is provided for the RESNET Sampling Provider. Therefore submitting a screenshot from the Sampling Provider list is not necessary. i. RESNET (Rater): http://www1.resnet.us/registry/raters.aspx ii. USGBC (LEED Green Rater): http://www.usgbc.org/people iii. RESNET (Accredited Sampling Provider): http://www.resnet.us/professional/programs/rating_sampling_prov iders Page 2 2. Plan Review – FSLHES shall review plans and specifications and provide a report to ADOH, Developer and the applicable HERS Rater/LEED Green Rater. The Developer shall ensure that the information and details in the report are disseminated to construction field staff. The report will include the following items: a. New Construction - Identify any concerns related to codes and ADOH standards described in the QAP and Exhibit D. b. Rehabilitation – Identify any concerns related to codes and ADOH standards described in the QAP and Exhibit D. Also provide specific references to United States Department of Energy Standard Work Specifications (“SWS”) for measures included in the scope of work. The SWS are important for getting critical details installed correctly and for proper implementation of measures included in the scopes of work. 3. Pre-Drywall Review Projects which received points for the LEED for Homes Gold Certification path shall use the LEED Green Rater and HERS Rater to perform testing, inspections, and program requirement verifications under the LEED program. They do not need to be submitted to FSLHES or ADOH. Projects utilizing a HERS Rater shall have the HERS Rater perform the inspections outlined in the QAP. Once the project passes the inspections, the HERS Rater shall submit the inspection report to FSLHES for review. (If sample testing and inspection protocols are followed, the HERS Rater’s inspection report should demonstrate that the appropriate number of units were tested as required by Chapter 6 of the RESNET National Home Energy Rating Standards.) FSLHES will review the inspection report and submit a report on the review to ADOH. 4. Final Review Projects which received points for the LEED for Homes Gold Certification path shall submit the LEED for Homes Gold Certificate to ADOH. Projects utilizing a HERS Rater shall have the HERS Rater perform the inspections outlined in the QAP. Once the project passes the inspections, the HERS Rater shall submit the inspection report to FSLHES for review. (If sample testing and inspection protocols are followed, the HERS Rater’s inspection report should demonstrate that the appropriate number of units were tested as required by Chapter 6 of the RESNET National Home Energy Rating Standards.) FSLHES will review the inspection report and submit a report on the review to ADOH. Additional review may be performed by FSLHES, upon ADOH request, to investigate any issues or concerns. Page 3 Process 2 - FSLHES Inspections Projects which received points in Tab 17 for the prescriptive categories path, and for which no energy analysis by a HERS Rater has been performed, either to determine a utility allowance and/or under Exhibit D(XI), shall follow Process 2. 1. Notification: Developer or its designated representative shall contact FSL Home Energy Solutions (“FSLHES”) at FSLHES@fsl.org to inform FSLHES that the Developer is not working with a HERS Rater or LEED Green Rater to complete inspections. Developer shall provide FSLHES with the following documents: a. Full Set of Plans and Specifications in pdf format, with a copy to the ADOH Project Specialist assigned to the project. Additional information, if requested. b. Copy of project scope of work (if rehabilitation) c. Copy of project schedule with critical construction milestones. 2. Plan Review – FSLHES shall review plans and specifications and provide a report to ADOH, and Developer. The Developer shall ensure that the information provided with the report is disseminated to construction field staff. The report will include the following items: a. New Construction - Identify any concerns related to codes and ADOH standards described in the QAP and Exhibit D. b. Rehabilitation – Identify any concerns related to codes and ADOH standards described in the QAP and Exhibit D. Also provide specific references to United States Department of Energy Standard Work Specifications (“SWS”) for measures included in the scope of work. The SWS are important for getting critical details installed correctly and for proper implementation of measures included in the scopes of work. 3. Pre-Drywall Review a. Developer shall schedule pre-drywall inspection with FSLHES at least ten working days prior to anticipated drywall installation. b. FSLHES shall perform the inspections described in the QAP and Exhibit D. c. Construction superintendant shall accompany FSLHES during the inspection. d. If the project fails inspection, FSLHES shall provide guidance regarding measures the contractor should take to pass during the next inspection, and inform the ADOH Project Specialist that the project failed the inspection. Page 4 e. If the project passes inspection, FSLHES will provide a report the ADOH and Developer confirming that the project passed the inspection. 4. Final Review a. Developer shall schedule final inspection with FSLHES at least ten working days prior to anticipated certificate of occupancy. b. FSLHES performs the inspections described in the QAP and Exhibit D. (The construction superintendant shall accompany FSLHES during the inspection.) c. If the project fails inspection, FSLHES shall provide guidance regarding measures the contractor should take to pass during the next inspection, and inform the ADOH Project Specialist that the project failed the inspection. d. If the project passes inspection, FSLHES will provide a report the ADOH and Developer confirming that the project passed the inspection. Additional review may be performed by FSLHES, upon ADOH request, to investigate any issues or concerns. 1110 W. Washington, Suite 310 | Phoenix, AZ 85007 Telephone (602) 771-1000 | Facsimile (602) 771-1002 | TDY (602) 771-1001 https://housing.az.gov Page 5 Arizona Department of Housing 2015 Information Bulletin REGARDING PROGRAMS: Rental Development REGARDING FUNDING SOURCES: Low Income Housing Tax Credit (LIHTC) INFORMATION BULLETIN No. 23-15 ISSUED: October 19, 2015 RE: 2016 Qualified Allocation Plan - Second Draft 2016 Draft Qualified Allocation Plan (QAP) Posted The Arizona Department of Housing (ADOH) has posted a second draft of the 2016 QAP on its website at the following link: https://housing.az.gov/documents-links/forms/rental-development-lihtc?tid_2=All&=Apply ADOH will accept written comments on the second draft of the 2016 QAP until Monday, October 26, 2015 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: QAP-Comments@azhousing.gov Comments may also be provided at the QAP Focus Group, which will be held on Thursday, October 22, 2015 at 10:00 am at the following location: 1110 West Washington Street Conference Room – Suite 250 Phoenix, AZ 85007 Free parking is available at the Arizona Department of Environmental Quality garage and on surrounding streets. Please sign in at the security desk in the building lobby as a visitor prior to going up to the second floor where the conference room is just to the rear of the 2nd floor lobby. 1110 W. Washington, Suite 310 | Phoenix, AZ 85007 Telephone (602) 771-1000 | Facsimile (602) 771-1002 | TDY (602) 771-1001 https://housing.az.gov Arizona Department of Housing 2015 Information Bulletin REGARDING PROGRAMS: Community Development & Revitalization, Rental Development and Compliance Divisions, Public Housing Authority REGARDING FUNDING SOURCES: Weatherization Program, Low Income Housing Tax Credit (LIHTC) Program, Home Investment Partnerships Program (HOME), State Housing Trust Funds, Section 8 Housing Choice Voucher (Yavapai Co.) and Section 8 Project Based Contract Administration INFORMATION BULLETIN No. 24-15 ISSUED: November 4, 2015 RE: Weatherization Program; Divisional Mergers; Asset Management This Information Bulletin provides information on several new developments within the Arizona Department of Housing: the transfer of the State’s Weatherization Programs to ADOH; the merger of two existing divisions at ADOH (the Public Housing Authority and Housing Compliance divisions); and the establishment of an Asset Management position . Transfer of State’s Weatherization Assistance Programs to ADOH Effective November 9, 2015, the State’s Weatherization grant programs (the Low-Income Weatherization Assistance Program (WAP) and the Low-Income Home Energy Assistance Program (LIHEAP), as well as several utility provider grants, are being transferred to ADOH from the Arizona Department of Administration/Governor’s Office of Energy Policy. The programs will reside within the Community Development & Revitalization (CD&R) division at ADOH. Two Weatherization staff, Michael Frary and Trisha Ekenberg, will also transfer to the ADOH with the program. ADOH incorporated Department of Energy and other Weatherization Standards into its Single Family Housing Rehabilitation Program two years ago with great success. CD&R stands ready to absorb these programs into their division, as a natural fit. CD&R’s existing resources are often utilized by the same organizations and sometimes the same projects as the Weatherization resources, which should result in more efficient and effective uses of the resources. Questions from current Weatherization grantees and other interested parties may be directed to Kathy Blodgett, CD&R Administrator, at (602) 771-1021 or Kathy.Blodgett@azhousing.gov. 1 Merger of Public Housing Authority and Housing Compliance Divisions Effective November 2, 2015, ADOH’s Public Housing Authority and Housing Compliance Divisions were merged to create a new division called the Section 8/Compliance Division. The PHA’s Administrator, Greg Cooper, will head this new division, and will be assisted by Juan Bello who has been promoted to a Senior Compliance Officer position. In this new position Mr. Bello will manage the day-to-day teamwork of the Compliance staff. The division formerly called the Public Housing Authority oversees the Section 8 Project-Based Contract Administration (PBCA) duties, as well as the Section 8 Housing Choice Voucher (HCV) Program for Yavapai County, and the Housing Compliance division conducts ongoing monitoring of rental properties financed through ADOH resources, including but not limited to LIHTC, HOME and Housing Trust Funds. These two divisions have been engaged in similar work and both have relationships with many of the same property owners and management companies, and in some cases, monitor the exact same properties. As a result, ADOH expects the merger to result in a more efficient and effective interaction with the rental property owners and management companies. Questions concerning the Section 8 (PBCA and HCV) duties of the division should be directed to Greg Cooper, Section 8/Compliance Division Administrator, at (602) 771-1051 or Greg.Cooper@azhousing.gov. Questions concerning LIHTC, HOME, HTF and other rental property monitoring may be directed to Juan Bello at (602) 771-1074 or Juan.Bello@azhousing.gov. Asset Management On November 9, 2015, John Juarez will join ADOH in the position of Asset Manager. In this position Mr. Juarez will monitor the financial health of rental properties financed through ADOH, will assist with financial underwriting of newly proposed properties, will work with properties requesting Qualified Contracts, those requiring loan workouts, transfers of ownership, and other related duties. Mr. Juarez comes to this position with more than 25 years experience in community development and affordable housing loan programs. Beginning November 9, questions that fall into the realm of Asset Management may be directed to John Juarez at John.Juarez@azhousing.gov. An ADOH organization chart is attached. 1110 W. Washington, Suite 310 | Phoenix, AZ 85007 Telephone (602) 771-1000 Facsimile (602) 771-1002 TDY (602) 771-1001 https://housing.az.gov 2 Arizona Department of Housing FY2016 Douglas A. Ducey GOVERNOR Michael Trailor DIRECTOR Dirk Swift, Administrator ARIZONA HOUSING FINANCE AUTHORITY Theresa Hoover ASSISTANT TO THE DIRECTORS ARIZONA HOME FORECLOSURE PREVENTION FUNDING CORPORATION Carol Ditmore ASSISTANT DEPUTY DIRECTOR/OPERATIONS Dena Dotson FINANCE & ACCOUNTING DIVISION VACANT Lori Moreno HUMAN RESOURCES & PROCUREMENT DIVISION Chris Zygmont LEGISLATIVE LIAISON/ PUBLIC INFORMATION OFFICER INFORMATION TECHNOLOGY Reginald Givens Valerie Marciano ASSISTANT ATTORNEY GENERAL FORECLOSURE ASSISTANCE DIVISION Andrew Rael ASSISTANT DEPUTY DIRECTOR/PROGRAMS Jeanne Redondo RENTAL DEVELOPMENT PROGRAMS DIVISION Kathy Blodgett COMMUNITY DEVELOPMENT & REVITALIZATION DIVISION Karia Basta SPECIAL NEEDS HOUSING PROGRAMS DIVISION Anna Luna DATA DIVISION John Juarez ASSET MANAGEMENT Greg Cooper SECTION 8/COMPLIANCE DIVISION 1110 West Washington, Suite 310, Phoenix, AZ 85007 (602) 771-1000 www.azhousing.gov Arizona Department of Housing 2015 Information Bulletin REGARDING PROGRAMS: Rental Development REGARDING FUNDING SOURCES: Low Income Housing Tax Credit (LIHTC) INFORMATION BULLETIN No. 25-15 ISSUED: November 10, 2015 RE: 2016 Qualified Allocation Plan - Third Draft 2016 Draft Qualified Allocation Plan (QAP) Posted The Arizona Department of Housing (ADOH) has posted a third draft of the 2016 QAP on its website at the following link: https://housing.az.gov/documents-links/forms/rental-development-lihtc?tid_2=All&=Apply ADOH will accept written comments on the third draft of the 2016 QAP until Friday, November 13, 2015 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: QAP-Comments@azhousing.gov Comments may also be provided at the QAP Public Hearing, which will be held on Friday, November 13, 2015 at 10:00 am at the following location: 1110 West Washington Street Conference Room – Suite 250 Phoenix, AZ 85007 Free parking is available at the Arizona Department of Environmental Quality garage and on surrounding streets. Please sign in at the security desk in the building lobby as a visitor prior to going up to the second floor where the conference room is just to the rear of the 2nd floor lobby. 1110 W. Washington, Suite 310 | Phoenix, AZ 85007 Telephone (602) 771-1000 | Facsimile (602) 771-1002 | TDY (602) 771-1001 https://housing.az.gov Arizona Department of Housing 2015 Information Bulletin REGARDING PROGRAMS: Rental Development REGARDING FUNDING SOURCES: Low Income Housing Tax Credit (LIHTC) INFORMATION BULLETIN No. 26-15 ISSUED: December 7, 2015 RE: LIHTC Documents Posted and 2016 Application Workshop Recent Documents Posted: The Arizona Department of Housing (ADOH) has posted the following documents to its website: 1. Pending Governor’s Approval, the Final Draft of the 2016 QAP (including language shared in redline format at the Public Hearing) 2. Final Allocation List for the 2015 LIHTC Round These documents may be downloaded at the following link: https://housing.az.gov/documents-links/forms/rental-development-lihtc 2016 Application Workshop: The Arizona Department of Housing will hold the 2016 LIHTC Application Workshop on January 19, 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 2016 round must attend this annual training. The deadline to register is January 14, 2016. The following is a link to register for the workshop: https://housing.az.gov/training-events/2016-lihtc-application-workshop This page also includes a link to book your room for the ADOH Application Workshop. In order to receive the conference rate of $161 per night, you must book by December 28, 2015. 1110 W. Washington, Suite 310 | Phoenix, AZ 85007 Telephone (602) 771-1000 | Facsimile (602) 771-1002 | TDY (602) 771-1001 https://housing.az.gov 1 Arizona Department of Housing 2015 Information Bulletin REGARDING PROGRAMS: Rental Development REGARDING FUNDING SOURCES: Low Income Housing Tax Credit (LIHTC), Home Investment Partnerships Program (HOME), Housing Trust Fund (HTF) INFORMATION BULLETIN No. 27‐15 ISSUED: December 16, 2015 RE: ADOH Employment Opportunity The Arizona Department of Housing is recruiting for a Rental Housing Program Specialist. This position is responsible for preparing and administering contract documents and lending instruments for rental development projects funded with Home Investment Partnership Program (HOME), Low Income Housing Tax Credit (LIHTC) and Housing Trust Fund (HTF). Candidates for this position must possess knowledge or be ready to learn a variety of federal program regulations related to Environmental Review, Labor Standards and Relocation laws. Interested candidates can obtain additional information from the Job Description posted at the following link: https://housing.az.gov/about/job‐opportunities 1110 W. Washington, Suite 310 | Phoenix, AZ 85007 Telephone (602) 771‐1000 Facsimile (602) 771‐1002 TDY (602) 771‐1001 https://housing.az.gov 1 1 Arizona Department of Housing 2015 Information Bulletin REGARDING PROGRAMS: Rental Development REGARDING FUNDING SOURCES: Low Income Housing Tax Credit (LIHTC), Home Investment Partnerships Program (HOME), Housing Trust Fund (HTF) INFORMATION BULLETIN No. 28‐15 ISSUED: December 23, 2015 RE: 2016 QAP and LIHTC Application The 2016 Qualified Allocation Plan (“QAP”) has been approved by the Governor’s Office. There are no changes from the previous draft. The QAP is available on the ADOH webpage from the following link: https://housing.az.gov/documents‐links/forms/rental‐development‐lihtc The following documents related to the 2016 QAP will be posted at the above link by January 8, 2016:     2016 Design Standards 2016 Market Study Guide 2016 Forms and Exhibits 2016 Gap Application ADOH encourages applicants to review the forms and exhibits prior to the 2016 LIHTC Application Workshop and be prepared to discuss any questions or clarifications regarding their use. The 2016 LIHTC Application Workshop will be held on January 19, 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 2016 round must attend this annual training. The deadline to register is January 14, 2016. 1 2 The following is a link to register for the workshop: https://housing.az.gov/training‐events/2016‐lihtc‐application‐workshop This page also includes a link to book your room for the ADOH Application Workshop. In order to receive the conference rate of $161 per night, you must book by December 28, 2015. 1110 W. Washington, Suite 310 | Phoenix, AZ 85007 Telephone (602) 771‐1000 Facsimile (602) 771‐1002 TDY (602) 771‐1001 https://housing.az.gov 2