9% LIHTC Request Form

9% LIHTC Request Form

Projects applying for 9% LIHTC resources must complete this 9% LIHTC Request Form identifying their interest. This 9% Request Form will be available for a minimum of six weeks, and the open period will be announced by OHCS through a Technical Advisory at least two weeks in advance of opening.

This 9% Request Form will be used to evaluate, screen, and, if necessary, rank 9% project applications by the adopted tie-breaker criteria. While it will not include all documentation required for finalizing resource commitments, it will require more information and detail than the general ORCA Project Intake form.

Projects recommended for 9% LIHTC will be required to meet all applicable evaluation standards in the ORCA to retain resource commitment. Information provided in this 9% Request Form and following through the application process constitute application commitments for the project. Such commitments made regarding the character, quality, and financing of a project in the 9% selection process will be enforced during the underwriting process and beyond. Departure from those commitments will trigger reconsideration of the award.

Questions can be submitted to the ORCA Question and Feedback Portal.

9% LIHTC Request Form

Have you completed an ORCA Intake form for this project?*

Applicants MUST complete an Intake form submission for a project prior to submitting this 9% LIHTC Request Form.

Yes

No or not sure

Applicants MUST submit an Intake form submission for a project prior to submitting this 9% LIHTC Request Form. Once submitted, you can return to this page and complete the 9% LIHTC Request Form.

Applicant Information

Please use the same information that was submitted to the ORCA Intake Form for this project.

Entity Name*

This is often the Sponsor completing this form.

Entity Address*

Entity City*

Entity State*

Entity Zip*

Is your Entity

For definitions, see links:

*Culturally Specific

*Oregon Rural Designation

A culturally-specific Housing Developer

A rural organization

A Tribe or a Tribally-affiliated organization

Entity TIN or EIN*

Entity Phone #*

Phone

Entity Website*

Primary Contact Name*

Primary Contact Title*

Primary Contact Phone #*

Phone

Primary Contact Email*

Project Details

Please use the same information that was submitted to the ORCA Intake Form for this project.

Project Name*

Brief Project Description*

Roughly 2-4 sentences

Census Tract Code for Project

Please use the FFIEC geo map to locate the census tract the project is located.

How many 9% credits are you requesting for this project?*

Please list the annual allocation.

How many units does the project have?*

How many rent-restricted units does the project have?*

Construction Type*

New Construction

Rehabilitation

Adaptive Reuse

Preservation

Which Preservation project type you are applying under?*

Risk of Loss: Physical or Financial Challenges

Risk of Loss: Federal Project-Based Rent Assistance

Risk of Loss: Expiration and Conversion to Market-Rate

Is this property currently subject to a Property Improvement Plan approved by OHCS, or in the process of developing one?*

Yes

If yes, please upload a copy of your OHCS Portfolio Property Improvement Plan at the end of this form.

Is the project location rural?*

Projects must use the OHCS Rural or Urban Status Map to determine rural status.

Yes, my project is rural according to the OHCS Rural or Urban Status Map

No, my project is not rural according to the OHCS Rural or Urban Status Map

Mandatory Threshold Criteria

Explain how the project includes features in the design, services, site location, or other project considerations that are tailored to the population being served.*

Please limit to 2-4 sentences.

Explain how the project demonstrates alignment with the Oregon Housing Needs Analysis (OHNA) and local jurisdiction housing production strategies. Note: Small cities without an OHNA requirement are exempt from this.*

Please limit to 1-2 sentences.

The project has supporting documentation from a local Housing Authority demonstrating that a commitment is in place to market available units to their wait list, or will rely on coordinated entry for tenant referrals.*

Yes

Please upload supporting documentation at the end of this form.

Supplemental Threshold Criteria

Projects must meet three of the following supplemental criteria.*

Click all that apply.

While encouraged, projects will not be prioritized over other projects for including more than three of these criteria.

The project incorporates an average unit AMI of less than 50% or is including Project-Based Rental Assistance (PBRA) with at least 25% of the project units.

The project is incorporating a co-located ECE facility.

The project is providing accessible units beyond the minimum building code requirements.

The project includes features in the design, services, site location or other project considerations that provide opportunities for employment to residents and benefit the community.

The project demonstrates evidence of historical value for the community.

The project has formally committed to meeting the Department’s Sustainability Standards which include efficiency expectations that exceed current State of Oregon Energy Code requirements.

Explain how the project is intended for eventual tenant ownership.

The project lead developer meets the OHCS definition of a Culturally Specific Organization (CSO) and/or a rural non-profit organization.

How many units total will the project have?*

How many units will have Project-Based Rental Assistance?*

What will the average unit AMI restriction be?*

Will the project have a Co-Located Early Care and Education (ECE) Facility as defined in the QAP?*

What is the minimum number of accessible units required by the building codes for the project?*

How many accessible units total will be provided by the project?*

Are there features in the design located on-site or in the community?*

Features are on-site

Features are in community

Please list the design features in the design, services, site location or other project considerations that provide opportunities for employment to residents and benefit the community.*

Please limit response to 1-2 sentences.

Explain how the project demonstrates evidence of historical value for the community, including using the federal Historic Tax Credit (HTC) as part of the Project financing, and is: Listed or has been determined eligible for listing, in the National Register of Historic Places administered by the U.S. Department of the Interior in accordance with the National Historic Preservation Act of 1996; or Located in a registered historic district and certified by the Secretary of the U.S. Department of the Interior as being of historic significance to that district.*

Please attach supporting documentation that demonstrates evidence of historical value.

Check all that apply to your project:

Using federal HTC

Listed (or eligible for listing) in the National Register of Historic Places

Located in a registered historic district and certified as being of historical significance

The project has formally committed to meeting the Department’s Sustainability Standards which include efficiency expectations that exceed current State of Oregon Energy Code requirements.*

Yes

The project is intended for eventual tenant ownership.*

Yes

Is the project lead developer any of the following?*

Please review definitions in the ORCA Manual on page 44.

A Culturally-Specific Organization (CSO)

A non-profit developing in a rural area

Not a CSO or non-profit developing in a rural area

Tiebreaker Criteria

Projects that meet threshold for evaluation from the above criteria will be further prioritized using the following criteria, in the order listed below, with criteria a. being the first considered and criteria d. being the last, if all else is equal:

a. Policy enriched: Permanent Supportive Housing (meeting all PSH standards described in the ORCA), co-located ECE facility for families with young children, use of Enhanced Accessibility as defined in the QAP.*

If available, please attach any supporting documentation you may have to the end of this form.

The project incorporates at least 25% or 5 PSH units (whichever is greater) as defined in the QAP

Project contains facilities or space designed to support families with young children as defined in OAR 813-125-0011

The project meets Enhanced Accessibility Standards as defined in the QAP

b. Project has committed leverage of at least $100,000 of HOME, Community Development Block Grant Funds (CDBG), Tax Increment Finance, or another OHCS-approved place-based economic development fund.*

Please attach evidence of a funding commitment at the end of this form.

Yes

c. Efficient Unit Production: Applicants will be ranked based on the total number of credits requested per units they will be providing for their communities.*

Please list the total number of credits requested per unit the project will provide the community which reflects the credit request and unit count listed above.

d. Average AMI: Lowest average household AMI served.*

Please explain the average household AMI that will be served by the project.

Preservation Project Criteria

Risk of Loss: Physical or Financial Challenges*

Which of the following are true:

Mark all that apply

Applicant is a Culturally-Specific Organization

Applicant is a Culturally-Responsive Organization

Project is currently at-risk

Project is at-risk in the next 1-5 years

Project is at-risk in the next 6-7 years

Two thirds (2/3) or greater of tenants in the property are considered vulnerable by OHCS’ definition

One third (1/3) or greater of tenants in the property are considered vulnerable by OHCS’ definition.

Please explain how the property is at-risk*

Please limit to 250 words or less

What portion of tenants in the property are considered vulnerable by OHCS’ definition (Two thirds (2/3) or greater required)*

Please attach the Risk of Loss Tenant Vulnerability Survey to the end of this form.

Risk of Loss: Federal Project-Based Rent Assistance*

For properties at risk of loss of existing Federal Project-Based Rent Assistance (PBRA), those deemed to be critical priority will be those in which both of the below are true.

PBRA is at risk within 0-2 years of the date of application

PBRA is at risk within 3-5 years of the date of application

PBRA is at risk within 6-7 years of the date of application

At least 50% of the units in the project have PBRA

Please explain how the project PBRA is at risk within two years of the date of application*

Please attach documentation to show PBRA expiration to the end of this form.

What percent of project units have PBRA (at least 50% required)*

Risk of Loss Expiration and Conversion to Market-Rate Rural Designation*

Please use this map to determine if the property is in a census tract defined as rural by OHCS.

Yes

Risk of Loss Expiration and Conversion to Market-Rate*

For properties at risk of loss due to expiration of affordability covenants and potential conversion to market-rate, please select the criteria below that applies best to your property:

One third or greater of tenant households are considered vulnerable by OHCS’s definition AND Fifty percent or more of units in the property either are rent-restricted to 50% AMI or lower or have PBRA attached

One third or greater of tenant households are considered vulnerable by OHCS’s definition AND Twenty five percent or more of units in the property either are rent-restricted to 30% AMI or lower or have PBRA attached

One third or greater of tenant households are considered vulnerable by OHCS’s definition AND twenty five percent or more of units either are rent-restricted to 50% AMI or lower or have PBRA attached

One third or greater of tenant households are considered vulnerable by OHCS’s definition AND the project includes any units rent-restricted at 30% AMI or lower

Risk of Loss Expiration and Conversion to Market Rate: Expiration Date*

What is the date of expiration of the affordability covenant?

Preservation Tiebreakers

Projects that meet threshold meeting the Critical priority definitions above will be further prioritized as necessary, using the following criteria, in the order listed below (with criteria 1. being the first considered and criteria 4. being the last) if all else is equal:

1) Federal Project-Based Rent Assistance category,

2) Projects in the At Risk of Loss: Expiring Affordable Properties category (ranked in order of date of expiration of latest expiring restrictions, from soonest to latest),

3) Projects in Census Tracts with the highest market rate rents, as published by HUD,

4) Projects that would preserve the greatest number of rent-restricted units.

File Upload

Drag and drop files here or

Documents Uploaded*

Upload all supplemental documents required by your selections above on this 9% Request Form. Some projects will not have supplemental documents to upload to this form.

9% Request Forms that do not have supplemental documentation attached but is required per the answers provided will not be considered by OHCS.

Supporting documentation from a local Housing Authority demonstrating that a commitment is in place to market available units to their wait list, or will rely on coordinated entry for tenant referrals

PBRA documentation

Evidence of historical value of site or project

Tie-breaker criteria: Evidence of federal funding committed (HOME, Community Development Block Grant Funds (CDBG), Tax Increment Finance, or another OHCS-approved place-based economic development fund)

OHCS Portfolio Property Improvement Plan (PIP) (Preservation)

Risk of Loss Tenant Vulnerability Survey (Preservation)

PBRA Expiration Documentation (Preservation)

Based on my answers in the Request Form above, I acknowledge that I have uploaded all necessary supplemental documentation required of my answers in this form.

Send me a copy of my responses

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