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Bond Compliance Reports
Updates and Notices
2012 Bond Annual Compliance Report request letters and CCPC Part A sent 12/7/2012 to property managers with a copy to the owner.
2012 Bond Annual Reports: Due 01/07/2013.
Clarified Bond Vacant Unit Policy for All Bond Properties 12/2006
Clarified Bond Vacant Unit and Initial Lease-Up Policies for New Construction Bond Properties 12/2006
Bond CCPC Part A
Due quarterly on the 7th of next month following previous 90-day period or annually on January 07
Purpose: Owner's certification that the bond project is in compliance with
its Regulatory Agreement. This Bond report requires an original signature
of the owner and must be generated from our database. A copy will be
provided with the report request. For new construction bond projects, the
CCPC Part A is completed on a quarterly basis during initial lease-up; the first
time the form is due is when the project reaches 10% occupancy.
Thereafter, the form must be submitted every 90 days until the project achieves
90% occupancy. After 90% occupancy, the report is completed annually.
Annual reports are due January 7th for the previous report year. Contact
the Portfolio Analyst assigned to your property if you
need a copy of this reporting form.
Bond CCPC Part A Sample (PDF) Rev
12/31/2008
Bond CCPC Part B
Due quarterly on 7th of next month following previous 90-day period or annually on January 07
Purpose: A summary report of rental activity in every Bond income
qualified unit during the reporting period. For new construction bond projects,
the CCPC Part A is completed on a quarterly basis during initial lease-up; the
first time the form is due is when the project reaches 10% occupancy.
Thereafter, the form must be submitted every 90 days until the project achieves
90% occupancy. After 90% occupancy, the report is completed annually.
Annual reports are due January 7 for the previous report year. This report
must be submitted on legal size paper in our format. Contact the
Portfolio Analyst assigned to your property if you have questions about how
to complete this report. This Excel workbook file includes enterable
spreadsheet, sample and instructions sheets. Please enter data on the
Excel spreadsheet after viewing the samples and reading the instructions.
Save this file to your computer before use.
Bond CCPC Part B (Excel) Rev
12/20/2007
Blank Spreadsheet (PDF)
Sample Form 1 (PDF) Rev 04/2011
Instructions Rev 09/2007
Use
this spreadsheet if you are a property currently leasing and will be taking
Low Income Housing Tax Credits. Once you have taken your first tax credits
and are reporting annually as a tax credit property you will be using the WBARS
system.
Bond to Tax Credit Quarterly Report
(Excel) 12/15/2009
Affirmative Marketing Report
Due January 7 (if applicable)
Purpose: To outline a commission bond project owner’s (or management
companies’) actions taken to assure the project’s compliance with marketing for
special-needs population. The following properties are required to complete this
report: Affirmative Marketing
List as of 01/2011 (PDF). This reporting form is completed annually and due
on January 7 for the previous year.
Affirmative Marketing Report (PDF) (Word)
Rev 12/07/2012
Instructions (PDF)
Rev 04/2007
IRS Form 8703
Due March 31 (if applicable)
Blank versions of IRS forms can be obtained at the
IRS Website by entering the name of the form
in the box marked "Search Forms and Publications for." An IRS Form
8703 Annual Certification of a Residential Rental Project must be completed when
a Bond property falls under Section 142 of the Internal Revenue Code of 1986
(See your Regulatory Agreement) The Commission will send a reminder letter
if we believe a property needs to file this form. The IRS wants this form
filed by March 31st after the close of the calendar year for which the
certification is made. The Commission would also like a copy for our files
by March 31st.
OTHER COMPLIANCE FORMS »
NOTE: Compliance forms have been posted as a convenience for property managers and to provide an efficient means of distributing updates. Please contact us if you would like us to provide you with a paper copy or e-mail a file to you.
12/07/2012