MSHDAs Combined Application for Rental Housing Programs

The Combined Application for Rental Housing Programs is used for the following programs:

• The Low Income Housing Tax Credit program (Application plus Addendum I)
• Supportive Housing (Application plus Addendum III)
• The "HOME Team Advantage" program (Application plus Addendum IV)
• "Taxable Bond" lending (Application plus Addendum IV)
• "TEAM" tax-exempt bond lending (Application plus Addendum IV)
• The Section 8 and Section 202 Preservation programs. (Application plus Addendum IV)
• The Section 236 Preservation program. (Application plus Addendum IV)
• The Pass Through Short Term Bond Program (Application plus Addendum I and all requirements listed in program statement) ( Pass Through Short Term Bond Program Statement and Application Requirements )

The Combined Application for Rental Housing Programs is intended for those interested in developing low-income housing using programs available through MSHDA. If there are questions regarding the Combined Application for Rental Housing Programs, please contact Carol Thompson in the Low Income Housing Tax Credit program.

Disclaimer

Not every file is required for each program. However, please make sure you download all information necessary for your particular application. MSHDA is not responsible for incomplete applications.

Low Income Housing Tax Credit Application

The following documents are required for every application.

• Cover sheet, Table of Contents, and Application Filing Instructions Updated 07/31/2018
• USE THIS APPLICATION FOR NEW SUBMISSIONS BEGINNING WITH THE OCTOBER 1, 2018 FUNDING ROUND
  2019-2020 LIHTC Program Application (PDF) Added 07/31/2018
  2019-2020 LIHTC Program Application (Excel) Updated 10/09/2018
• Scoring Summary for 2019-2020 (PDF)  Updated 07/31/2018
  Scoring Summary for 2019-2020 (Excel) Updated 07/31/2018
• LIHTC Updates Memo 07/30/2018 Added 07/31/2018

• USE THIS APPLICATION FOR NEW SUBMISSIONS BEGINNING WITH THE OCTOBER 3, 2016 FUNDING ROUND 
  2017-2018 LIHTC Program Application (PDF) Updated 07/18/2017
  2017-2018 LIHTC Program Application (Excel) Updated 07/18/2017
• USE THIS APPLICATION TO UPDATE PAGES FOR SUBMISSIONS BEGINNING WITH THE OCTOBER 1, 2014 FUNDING ROUND BUT PRIOR TO THE OCTOBER 3, 2016 ROUND 
• 2015-2016 LIHTC Program Application (PDF)
  2015-2016 LIHTC Program Application (Excel)

• USE THIS APPLICATION TO UPDATE PAGES FOR SUBMISSIONS PRIOR TO THE OCTOBER 1, 2014 FUNDING ROUND
  2013-2014 LIHTC Program Application (PDF)
  2013-2014 LIHTC Program Application (Excel)

Addendum I through Addendum IV

Addendum I through Addendum IV explain the specific requirements of each program listed above. An exhibit checklist, which outlines the required information that must be attached to each application, is located within each addendum.

• Addendum I - Low Income Housing Tax Credit Program (PDF) Updated 09/13/2018
  Addendum I - Low Income Housing Tax Credit Program (Word) Updated 09/13/2018
  Individual Financial Statement (Excel)

• Addendum II - Using HOME Funds for Subsidy

• Addendum III - Supportive Housing Set Aside (PDF) Updated 07/11/2018

  Addendum III - Application and Checklist (PDF) Updated 07/31/2018
  Addendum III - Application and Checklist (Word) Updated 07/31/2018

  Addendum III Initial Concept Packet Guidance Added 07/31/2018

• Addendum IV - MSDHA Direct Lending Program (link will take you to the Multifamily Direct Lending Program page for the most recent parameters and exhibit list)

Pass Through Short Term Bond Program

The Pass Through Short Term Bond Program statement is below (additional information can be found on the Pass Through Short Term Bond Program page:

• Pass Through Short Term Bond Program Statement and Application Requirements Updated 06/27/2018
  

Tabs A through PP

The following Tabs, A through PP, provide supplemental information required for completing the application. Not every tab is required for each program. Applicants are responsible for obtaining all appropriate information for each application submitted. For assistance in determining whether a tab file is necessary, read the exhibit checklist of the addendum pertaining to the program for which you are applying.

• Tab A - Model Tax Abatement Ordinances (PDF) NEW Added 12/17/2013
  Model Tax Abatement Ordinance - Area Wide (Word)
  Model Tax Abatement Ordinance - Development Specific - Authority Financed (Word)
  Model Tax Abatement Ordinance - Development Specific - LIHTC (Word)
• Tab B - LIHTC Qualified Allocation Plan
• Tab C - MSHDA Guidelines For Market Studies Updated 01/06/2017
  Market Study Initiation Request Updated 07/13/2018
  Market Study Updates Memo  Added 07/09/2018

Market Study Request Due Dates For 2018:
October 1, 2018 9% Funding Round: Requests due no later than July 17, 2018

• Tab D - Environmental Review Requirements  (link will take you to the Environmental Review page for the most recent Environmental Review requirements)
• ​Tab E - Income Limits And Rent Restrictions Updated 04/01/2018
• Tab F - Preliminary Equal Opportunity Plan Updated 01/27/2017
• Tab G - Sample MOU for Perm Supportive Housing
• Tab H - Eligible Distressed Areas Updated 05/04/2018
• Tab I - Affordable Assisted Living Developments Added 07/31/2018

  Tab I - AAL Application Process Added 07/31/2018
  Tab I - AAL Threshold Requirements Added 07/31/2018

  Tab I - AAL MOU Added 07/31/2018

• Tab J - QCTs and DDAs Updated 09/17/2018
• Tab K - Requirements And Procedures For Compliance Monitoring Updated 10/29/2014
  LIHTC Compliance Monitoring Manual
• Tab L General Partner/Member Experience Form (PDF) Updated 07/31/2018
  Tab L General Partner/Member Experience Form (Excel) Updated 07/31/2018
• Tab M - Green Policy (PDF) Updated 07/11/2018
  Green Policy Cert (Word) Updated 08/10/2018
• Tab N Neighborhood Investment Activity Area Form (PDF) Updated 07/31/2018
  Tab N Neighborhood Investment Activity Area Form (Excel) Updated 07/31/2018
• Tab O - Underwriting Standards
• Tab P - Affirmative Fair Housing Marketing Plan Updated 02/09/2018
• Tab Q - Section 8 Fair Market And HOME Rent Limits Updated 10/29/2014
  Section 8 Fair Market Rents (Link to huduser.org web page)
  HOME Rent Limits (Link to hudexchange.info web page)
• Tab R - Uniform Relocation Act General Information Guideform Notices (PDF) Updated 01/09/2018
  Tab R - Uniform Relocation Act General Information Guideform Notices (Word) Added 01/09/2018
• Tab S - HUD/Office of Public and Indian Housing (PIH) - Section 8 Project Based Vouchers for Supportive Housing Target Populations
• Tab T - Federal Funded Programs Environmental Checklists Updated 11/21/2017
• Tab U - Survey Requirement Language Updated 02/15/2017
• Tab V - Utility Information By County And Region Updated 10/17/2018
• Tab W - LIHTC Policy Bulletins Updated 07/31/2018

  October 26, 2011 LIHTC Deadline Extension Memo The LIHTC Program has issued this memo indicating the intention of the Authority to reinstate its prior practice of charging fees to projects that need additional time to meet project-specific deadlines, primarily the LIHTC Commitment deadline. The fee charged will be equal to 1% of the annual credit amount. The Fee Schedule, which is located at the end of Tab W, has been updated to reflect the change.

  Individual Financial Statement (Excel) Referenced in Allocation Policy #7
• Tab X - Technical Assistance Memorandums (TAMS)
• TAB Y - CURRENTLY BLANK
• Tab Z - Capital Needs Assessment
• Tab AA - Trade Payment Breakdown (PDF)
  Tab AA - Trade Payment Breakdown (Excel)
• Tab BB - Owner-Architect Agreement (PDF) Updated 01/27/2016
  Tab BB - Owner-Architect Agreement (Word) Updated 01/27/2016
• Tab CC - Site Selection Criteria
• Tab DD - Direct Lending Proforma Format (Excel) Updated 10/09/2018
• Tab EE - Surveyor's Certificate of Facts Updated 04/2016
• TAB FF - CURRENTLY BLANK
• Tab GG - Rural And Small Communities List Updated 07/06/2016
• TAB HH - CURRENTLY BLANK
• Tab II - Budget (PDF)
  MSHDA Budget (Excel)
  Budget Comparable Table (Excel)
  Marketing and Equipment-Furnishings Budget (Excel)
• Tab JJ - Application for Disbursement (Excel) Updated 03/27/2018
• Tab KK - Requirements for Errors and Omissions Insurance for Architects and Engineers
• Tab LL - Individual Financial Statement (PDF)
  Tab LL - Individual Financial Statement (Excel)
• Tab MM - Marketing Transition Plan
• Tab NN - Section 3 Plan (PDF)
  Tab NN - Section 3 Plan (Owner/General Contractor) (Word)
  Tab NN - Section 3 Plan (Subcontractor with Contract in Excess of $100,000) (Word)
• Tab OO - Direct Lending Scope Of Work Format For CNAs (PDF) Added 10/25/2012
  Tab OO - Direct Lending Scope Of Work Format For CNAs (Excel) Added 10/25/2012
• Tab PP - Zoning Letter Format (PDF) Added 12/10/2013
• Tab QQ - Appraisal Guidelines (PDF) Added 08/21/2014