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Program Compliance & Reporting for all Minnesota Housing Funding

Owners must annually certify to Minnesota Housing, proof of property being in compliance with respective income and rent restrictions, and owner maintaining in force and effect the required insurance
Tenant Certification Forms
Upcoming Compliance News and Events

PORT (Property Online Reporting Tool)

Beginning with 2014 reporting, the Characteristics of Tenant Households Report (used for deferred loan reporting), the Electronic Reporting Program (used for tax credit reporting), the MARIF Activity tool (used for MARIF reporting,) and the Compliance Monitoring System (used for HOME compliance reporting) will be replaced with PORT.  Read more.

PORT Login

PORT User Manual

Designation of OAA Form

Training Tutorials

 

Housing Tax Credit Compliance & Monitoring

Forms and Services
 
8823 Guide for Completing Form 8823 - IRS Website - The 8823 Guide is the instruction manual for state agencies for completing and filing IRS forms 8823. It was initially released by IRS in January 2007, and updated in 2009 due to changes in HUD Handbook 4350.3, the Housing and Economic Recovery Act and other technical changes. On March 17, 2011, IRS further updated the guide to make several technical corrections and clarifications. A summary of the changes is listed after the index.
 
Owner Reporting

List of Tax Credit Properties
Minnesota HTC Properties - Updated 2.15.13
 
For information on sub-allocator tax credit properties in Washington County, St. Paul, Minneapolis, St. Cloud and Rochester, visit www.ahcinc.net, contact Affordable Housing Connections at 651-222-8319, or email ahc@ahcinc.net.
 
For information on sub-allocator tax credit properties in Dakota County, contact Janken Housing Solutions at 763-226-1833, or email juanitapekay@jankenhs.com.
 

HOME Compliance & Monitoring

Overview
Properties that have been rehabilitated using HOME funds are subject to specific rules designed to ensure that they remain affordable to low and very low income households throughout the required effective period. Owners and their agents must plan and maintain compliance with the HOME regulatory requirements associated with the utilization of HOME funds in multifamily properties.

It is the responsibility of the Minnesota Housing Finance Agency (Minnesota Housing) to monitor the continuing compliance of units that have received HOME funds in accordance with HUD regulations contained in 24 CFR Part 92. It is also Minnesota Housing’s responsibility to ensure that property owners retain the housing units as affordable to low and very low-income persons throughout the period of affordability.

Forms and Services
Compliance Manual
Area Definitions


Compliance Forms
All HOME unit households must be certified for initial eligibility and recertified annually thereafter. For Minnesota Housing’s HOME properties, tenant income is calculated in a manner consistent with the determination of annual income under section 8 of the United States Housing Act of 1937 ("Section 8").

For guidance in determining tenant income, the HUD Handbook 4350.3, Occupancy Requirements of Subsidized Multifamily Housing Programs, is used and is recommended as a reference guide.

The following forms must be on file for every HOME unit:
Home Lease Addendum
Data Practices Act Statement

Lead-Based Paint Forms for All Properties Built Prior to 1978
Protect Your Family Lead Brochure
Renovate Right Pamphlet

Compliance Reporting
Owners must submit tenant income certification and demographic information using Minnesota Housing's Compliance Monitoring System (CM System) for each HOME unit. Owners Must report all move-ins, re-certifications, move-outs and other activity. Data entry instructions are provided.
CM System Log-in and Data Entry Instructions

Annual Owner Certification Form

Contact Minnesota Housing Compliance Staff

If you have compliance or monitoring questions or need information on Housing Tax Credits, HOME, or other Minnesota Housing deferred loan programs, contact the following Compliance Officers: