2027 Housing Tax Credit (HTC) Programs

Qualified Allocation Plan

• 2027-2028 Qualified Allocation Plan 
• 2027-2028 QAP Final Draft (redlined)
• 2027 Appendices
• 2027 Frequently Asked Questions

Innovative Set-Aside

• Innovative Set-Aside Overview
• Innovative Set-Aside Overview (Redline)

Management Agent Certification Process

Management Agent Certification Applications for the 2027 round of tax credit awards will begin August 21, 2026 with applications due September 21, 2026. Certifications from Fall 2026 automatically apply to all WHEDA products.

Overview

Submitted applications will be reviewed by WHEDA and receive an approval or denial letter. The management agent will be listed on our website as an approved agent, unless indicated otherwise in the application, and on our internal list of approved management agents.

This is an annual process that will be required each year for agents who would like to be eligible to be listed on any applications for Housing Tax Credits or WHEDA-Financed products in Wisconsin.

NOTE: This is NOT a requirement for agents currently managing tax credit projects. It is only a requirement for agents that wish to be listed on 2027 applications.

Requirements

For a management agent to become certified and be considered on an HTC or loan application, they must:

1. Have at least one person who has attended at least one Tax Credit training course within the past 36 months
1. Must supply individual’s name, title, training attended, date of attendance, and description of the training if not on approved training list
2. Consultants or subcontractors do not qualify
3. Approved trainings include WHEDA, Costello Compliance, Nan McKay, NCHM, Novagradac, Quadel, Spectrum, TheoPro, US Housing Consultants, Zeffert University (others will be reviewed for potential approval by WHEDA)
2. Have at least one similar Tax Credit (or other affordable housing) project in their current portfolio
1. A portfolio summary of projects managed in states outside of Wisconsin, including project names, state, and year the organization started managing it will be required to be entered in the application.

The management agent or any entity serving as the agent cannot have a project in their portfolio with any of the following: uncorrected noncompliance, untimely reporting, failure to submit information, unpaid fees, below average or unsatisfactory management reviews, including regulatory and physical inspection, foreclosures, or general material noncompliance. WHEDA reserves the right to gather information from other housing authorities regarding any affordable housing developments managed by the agent outside the state of Wisconsin.

The management agent listed on the application must be retained by the ownership entity until at least the end of the 5th year following the Placed-in-Service-Date of the last building in the project. Substitutions must be approved in advance on a case-by-case basis, and only for extraordinary circumstances. Any substitutions must be to an agent on the current approved agent list for the applicable product. If the management agent is changed without WHEDA approval during this five-year period, WHEDA reserves the right to deduct future HTC application points.

Certification Expiration

Certifications are good through October 31, 2027.

Submission

Applications will be submitted via Microsoft Forms. Applications are due September 21, 2026 at the link listed here: https://forms.cloud.microsoft/g/Z8jZPxsrUu

If you have any questions or need assistance with submission, please contact nathan.meuer@wheda.com.