Bond Compliance Reports
Updates and Notices
Bond CCPC Part A
Due quarterly on 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 compliance officer 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 compliance officer 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
09/2007 |
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 01/2007 (PDF). This reporting form is completed
annually and due on January 7 for the
previous year. Affirmative Marketing
Report (PDF) (Word) Rev 04/2007
|
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.
This page was
last modified on 12/15/2009.
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