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  • Emerging Business Forms

    • LIHTC Forms
    • NMTC Forms
    LIHTC Forms
    Rev Date FormPurposeUse When
    9/15LIHTC Certificate of Compliance – for both the Emerging Business & Workforce Development Programs LIHTC development owner acknowledges receipt of Program's manual, goals and compliance requirements. Owner submits to WHEDA within two weeks after LIHTC award announcement on this website.
    6/13LIHTC Certificate of Good Faith Efforts - Emerging Business ProgramTo request a waiver of the Emerging Business Program requirements.Owner submits to WHEDA after the last LIHTC building has placed in service when the Emerging Business Program goal was not attained.
    6/13LIHTC   Certificate of Good Faith Efforts - Workforce Development Program To request a waiver of the Workforce Development Program requirements.Owner submits to WHEDA after the last LIHTC building has placed in service when the Workforce Development Program goal was not attained.
    8/17LIHTC  Certificate of Employee and Employer - Workforce Development ProgramVerifies Workforce Development Program participants are area residents, and are unemployed or underemployed.Owner representative reviews the LIHTC Certificate of Employee and Employer for completeness and eligibility as area residents are qualified/hired. Owners submit with the LIHTC Workforce Development Monthly Report to WHEDA.
    6/13LIHTC  Monthly Report - Emerging Business ProgramTracks monthly & cumulative payments made to Emerging Business Program participants.Owner submits to WHEDA by the 20th of each month once construction commences (for the prior month).
    12/16LIHTC   Monthly Report - Workforce Development ProgramDetails monthly Workforce Development Program participant data.Owner submits to WHEDA by the 20th of each month once construction commences (for the prior month). Payrolls & LIHTC Certificate of Employee and Employer accompany this report.
    6/13LIHTC  Outreach Plan  – for both the Emerging Business & Workforce Development Programs (Also see Outreach Plan Attachment)Identifies the plan of action intended to meet Program goals.Owner submits to WHEDA within 120 days after LIHTC Reservation Agreement issuance with Outreach Plan Attachment.
    6/13LIHTC   Outreach Plan Attachment - for both the Emerging Business & Workforce Development Programs Details estimated construction timeline and authorized contact person(s).Owner submits with the LIHTC Outreach Plan to WHEDA within 120 days after LIHTC Reservation Agreement issuance.
    6/13LIHTC  Participation Plan - Emerging Business ProgramDetails anticipated Emerging Business Program participant contract information.Owner submits to WHEDA within 45 days after close of LIHTC construction financing.
    6/13LIHTC  Payment Certification - Emerging Business Program Certification by Emerging Businesses participating in the Program that they paid in full for contracted work.Owner obtains from contractors as payment of contract is made in full. Submit the LIHTC Certifications with the final LIHTC Emerging Business Program Monthly Report to WHEDA.
    6/13LIHTC Certificate of Employee Job Site Transfer Workforce Development Program  Details anticipated Emerging Business Program participant contract information.Owner representative completes the LIHTC Certificate of Employee Job Site Transfer form for those employees they wish to retain and transfer to another LIHTC project. Owners submit with the LIHTC Workforce Development Monthly Report to WHEDA.
    6/13LIHTC Emerging Business and Workforce Development Program Checklist Checklist identifying those forms and documentation that must be submitted monthly.Owner completes the Monthly Emerging Business and Workforce Development Program Reports and submits along with back up documentation by the 20th of the month. This checklist will aide in the complete submission of reports and required documentation.
    4/15LIHTC Reporting Schedule - for both the Emerging Business & Workforce Development Programs To assist owner's with reporting requirements 

    8/17 

    NMTC Forms
    Rev DateFormPurposeUse When
    7/13NMTC Certificate of Compliance – for both the Emerging Business & Workforce Development Programs NMTC development owner acknowledges receipt of Exhibit A of the Community Benefits Agreement, goals and compliance requirements. Owner submits to WHEDA within 30 days after close of financing.
    7/13NMTC Certificate of Good Faith Efforts - Emerging Business Program To request a waiver of the Emerging Business Program requirements. Owner submits to WHEDA after NMTC development receives Certificate of Occupancy (or equivalent document) when the Emerging Business Program goal was not attained.
    7/13NMTC Certificate of Good Faith Efforts - Workforce Development Program To request a waiver of the Workforce Development Program requirements. Owner submits to WHEDA after NMTC development receives Certificate of Occupancy (or equivalent document) when the Workforce Development Program goal was not attained.
    7/13 NMTC Certificate of Employee and Employer - Workforce Development Program Verifies Workforce Development Program participants are area residents, and are unemployed or underemployed. Owner representative reviews the NMTC Certificate of Employee and Employer for completeness and eligibility as area residents are qualified/hired. Owners submit with the NMTC Workforce Development Monthly Report to WHEDA.
    7/13NMTC Monthly Report - Emerging Business Program Tracks monthly & cumulative payments made to Emerging Business Program participants. Owner submits to WHEDA by the 20th of each month once construction commences (for the prior month).
    7/13NMTC Monthly Report - Workforce Development Program Details monthly Workforce Development Program participant data. Owner submits to WHEDA by the 20th of each month once construction commences (for the prior month). Payrolls & NMTC Certificate of Employee and Employer accompany this report.
    7/13NMTC Outreach Plan – for both the Emerging Business & Workforce Development Programs (Also see Outreach Plan Attachment) Identifies the plan of action intended to meet Program goals. Owner submits to WHEDA within 30 days after close of financing with the NMTC Outreach Plan Attachment.
    7/13NMTC Outreach Plan Attachment - for both the Emerging Business & Workforce Development Programs Details estimated construction timeline and authorized contact person(s). Owner submits to WHEDA within 30 days after close of financing with the NMTC Outreach Plan.
    7/13 NMTC Participation Plan - Emerging Business Program Details anticipated Emerging Business Program participant contract information. Owner submits to WHEDA within 60 days after close of construction financing.
    7/13NMTC Payment Certification - Emerging Business Program Certification by Emerging Businesses participating in the Program that they were paid in full for contracted work. Owner obtains from contractors as payment of contract is made in full. Submit the NMTC Certifications with the final NMTC Emerging Business Program Monthly Report to WHEDA.
    7/13NMTC Certificate of Employee Job Site TransferDetails anticipated Emerging Business Program participant contract information.Owner representative completes the NMTC Certificate of Employee Job Site Transfer form for those employees they wish to retain and transfer to another NMTC project. Owners submit with the NMTC Workforce Development Monthly Report to WHEDA.
    7/13NMTC Emerging Business and Workforce Development Program Checklist Checklist identifying those forms and documentation that must be submitted monthly.Owner completes the Monthly Emerging Business and Workforce Development Program Reports and submits along with back up documentation by the 20th of the month. This checklist will aide in the complete submission of reports and required documentation.
    4/15NMTC Reporting Schedule - for both the Emerging Business & Workforce Development Programs To assist owner's with reporting requirements