Owners of properties financed through the Low-Income Housing Tax Credit, HOME Investment Partnerships (HOME), and Housing Production Trust Fund (HPTF) programs are required to report annually to the Portfolio and Asset Management Division (PAMD) regarding their continuing compliance with federal and local regulations governing the District of Columbia.

These properties are required to submit an Annual Owner’s Certification of Continuing Program Compliance (AOC) form in accordance with LIHTC, HOME, and HPTF Program regulations. Further, LIHTC funded properties are required to pay an Annual Compliance Monitoring Fee. Failure to submit AOC forms and/or Annual Compliance Monitoring fee by May 1, 2023 will result in the issuance of a Notice of Noncompliance or, for LIHTC, an IRS Form 8823 as applicable.

All documents will be submitted electronically via a QuickBase portal DHCD QUICKBASE LINK.

Low Income Housing Tax Credit (LIHTC)

1. Annual Owner’s Certification Form (Fillable online submission with original signature required, any property changes noted at the bottom of the form).
2. Reporting Period Year Utility Allowance Support Documentation (Electronic submission preferred)
3. HUD form 5381 - Model Emergency Transfer Plan for Victims of Domestic Violence, Dating Violence, Sexual Assault or Stalking.
4. Rent Roll
5. Affirmative Fair Marketing Housing Plan Form
6. Staff Training Certifications: LIHTC Certifications or Fair Housing
7. Tenant Data captured through XML Report: Emphasys XML or NAHMA XML 3.1 or higher, found in your Software’s “Reports” function. Please contact PAMD for further assistance, if needed.
8. 8609 Submitted to IRS. The 8609 copies MUST be completed in full, Part 1 and Part 2, and be signed and dated by the owner.
9. Compliance Monitoring Fee (per invoice)

HOME Investment Partnerships Act (HOME)

1. Annual Owner’s Certification Form (Fillable online submission with original signature required, any property changes noted at the bottom of the form).
2. Reporting Period Year Utility Allowance Support Documentation (Electronic submission preferred)
3. HUD form 5381 - Model Emergency Transfer Plan for Victims of Domestic Violence, Dating Violence, Sexual Assault or Stalking.
4. Rent Roll
5. Building Status and Vacancy Report- Report MUST BE Tenant Data Excel Spreadsheet attachment found linked below and in QuickBase.

Housing Production Trust Fund (HPTF)- Local Funding

1. Annual Owner’s Certification Form (Fillable online submission with original signature required, any property changes noted at the bottom of the form).
2. Reporting Period Year Utility Allowance Support Documentation (Electronic submission preferred)
3. HUD form 5381 - Model Emergency Transfer Plan for Victims of Domestic Violence, Dating Violence, Sexual Assault or Stalking.
4. Rent Roll
5. Building Status and Vacancy Report- Report MUST BE Tenant Data Excel Spreadsheet attachment found linked below and in QuickBase.

Housing Production Trust (HPT)- National Funding

1. Annual Owner’s Certification Form (Fillable online submission with original signature required, any property changes noted at the bottom of the form).
2. Reporting Period Year Utility Allowance Support Documentation (Electronic submission preferred)
3. HUD form 5381 - Model Emergency Transfer Plan for Victims of Domestic Violence, Dating Violence, Sexual Assault or Stalking.
4. Rent Roll
5. Building Status and Vacancy Report- Report MUST BE Tenant Data Excel Spreadsheet attachment found linked below and in QuickBase.

Community Block Grant Programs (CDBG)

1. Annual Owner’s Certification Form (Fillable online submission with original signature required, any property changes noted at the bottom of the form).
2. Building Status and Vacancy Report- Report MUST BE Tenant Data Excel Spreadsheet attachment found linked below and in QuickBase.

For QuickBase access issues, please contact Kellie Brown at [email protected].

For inquiries regarding AOC submission, please submit an email to the Division’s Compliance mailbox at [email protected].