| Rev Date |
Form |
Purpose |
Use When |
| 3/08 |
Automated Clearing House (ACH) Transfer
PDF (32 KB)
|
Permits WHEDA to electronically collect compliance monitoring fees |
Preparing and submitting final application |
| 7/06 |
Allocation Certification Request (ACR) and Instructions
PDF (67 KB) | Exe (88 KB)
|
To provide development data required to issue IRS 8609 form(s) |
Preparing and submitting final application |
| |
Building Worksheet Calculations: REScheck Compliance Certificate 2000 IECC (non-WHEDA form)
|
To calculate energy efficiency (for use by architect) |
Preparing and submitting final application |
| 8/05 |
Capital Needs Assessment Solicitation of Interest
PDF (25 KB) | Exe (145 KB)
|
For review and approval of potential Capital Needs Assessment Providers |
Applying to become a WHEDA-approved Capital Needs Assessment Provider |
| 6/06 |
Carryover Provision Request (CPR)
PDF (55 KB) | Exe (83 KB)
|
To provide detailed information required to issue Carryover Letter |
Preparing and submitting Review Two (competitive applications) |
| 9/07 |
Carryover (Review Two) Submission Checklist
PDF (16 KB) | Exe not available
|
Lists items required when requesting Carryover Allocations (competitive applicants) |
Preparing and submitting Review Two (competitive applications) |
| 11/07 |
Cost Certification Packet (multiple forms)
PDF (55 KB) | Exe not available
|
To provide satisfaction of mandatory third-party Cost Certification (for use by your accountant) |
Preparing and submitting final application |
| 10/07 |
Final Review Checklist (What to Do When a Tax Credit Project Places in Service)
PDF (37 KB) | Exe not available
|
Lists items required when requesting IRS 8609 form |
Preparing and submitting final application |
| 10/07 |
General Contractor Energy Efficiency Certification
PDF (19 KB) | Exe not available
|
To provide certification of development energy efficiency |
Preparing and submitting final application |
| 10/07 |
Owner Energy Efficiency Certification
PDF (19 KB) | Exe not available
|
To provide certification of development energy efficiency |
Preparing and submitting final application |
| 7/03 |
Gross Rent Floor Statement of Election
PDF (10 KB) | Exe not available
|
To provide a "fixed" date for the gross rent floor. |
Either at Carryover allocation OR prior to placing in service |
| 10/03 |
Market Study Solicitation of Interest
PDF (34 KB) | Exe not available
|
For review and approval of potential Market Study Providers |
Applying to become a WHEDA-approved Market Study Provider |
| 1/06 |
Rental Completion Report (sample)
PDF (79 KB) | Exe not available
|
Submitted to Home Fund agency prior to final draw request |
Preparing and submitting final applications if Home Funds are a source of financing |
| 12/07 |
10% Test Packet (multiple forms)
PDF (240 KB) | Exe not available
|
To provide satisfaction of mandatory IRS 10% test requirement |
Preparing and submitting information for 10% test deadline (competitive applications) |
