Compliance & Monitoring: Annual Reports

LOW-INCOME HOUSING TAX CREDITS (LIHTC)

Low-Income Housing Tax Credit (LIHTC) project owners are required to submit an Annual Report to ADOH each year of the compliance period as defined in the Declaration of Affirmative Land Use and Restrictive Covenants Agreement (LURA). LIHTC Annual Reports are due annually on March 15th for the preceding calendar year.

Starting FY2013, annual reports will be submitted on-line. Instructions can be found on the Rental Compliance & Monitoring Handbooks page.

STATE HOUSING FUND (HOME & HTF)

Annual Reports are required for all permanent or transitional rental properties assisted with HOME or HTF funds allocated by ADOH. These reports are due annually on May 15 for the preceding calendar year.

Required documents for HOME and HTF annual reports include the HOME Annual Compliance Report, Rental Schedule for State-Assisted Units, Affirmative Marketing Report and Project Contact Sheet. Multiple contracts require completion of separate reports for each property and unit address.

Properties assisted with both Low-Income Housing Tax Credits and HOME or HTF funds, need only submit the LIHTC Annual Report. Currently, compliance monitoring fees are not required for HOME and HTF properties.

RENTAL COMPLIANCE & MONITORING FORMS