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Covers welcome items, agency contacts, important updates, and detailed review of primary compliance documents including tax credit legal documents, agency loan documents, deed restrictions, and underwriting/construction. Includes typical loan requirements such as rent increase and reserve approvals, audited financial and insurance requirements, and management document approvals. Further addresses HOME entry rules, tax credit federal/state requirements, income averaging updates, acquisition and rehab rules, rent fees and utility allowances collection, fair housing obligations, and compliance resolution procedures, plus training resources and scheduling.",{"@graph":69,"@context":122},[70,84,105],{"@type":71,"itemListElement":72},"BreadcrumbList",[73,77,79,82],{"item":74,"name":75,"@type":76,"position":8},"https://docshare.wps.com","Home","ListItem",{"item":78,"name":9,"@type":76,"position":14},"https://docshare.wps.com/document/",{"item":80,"name":20,"@type":76,"position":81},"https://docshare.wps.com/document/exam/",3,{"item":83,"name":65,"@type":76,"position":19},"https://docshare.wps.com/document/advanced-compliance-training-agenda-nchfa-staff/459790/",{"url":83,"name":65,"@type":85,"image":86,"author":91,"headline":65,"publisher":94,"fileFormat":97,"inLanguage":63,"description":67,"dateModified":98,"datePublished":99,"encodingFormat":97,"isAccessibleForFree":100,"interactionStatistic":101},"DigitalDocument",{"url":87,"@type":88,"width":89,"height":90},"https://docshare.wps.com/thumbnails/advanced-compliance-training-agenda-nchfa-staff/459790.png","ImageObject",300,407,{"name":92,"@type":93},"awa","Person",{"url":74,"name":95,"@type":96},"DocShare","Organization","application/pdf","2026-10-16","2026-09-30",true,{"@type":102,"interactionType":103,"userInteractionCount":29},"InteractionCounter",{"@type":104},"ViewAction",{"@type":106,"mainEntity":107},"FAQPage",[108,114,118],{"name":109,"@type":110,"acceptedAnswer":111},"What topics are covered under primary compliance documents in the training agenda?","Question",{"text":112,"@type":113},"The agenda reviews tax credit legal documents, agency loan documents, deed restrictions, and underwriting/construction, along with income/rent restrictions and state housing policy restrictions.","Answer",{"name":115,"@type":110,"acceptedAnswer":116},"What typical loan requirements are discussed for implementing compliance fair plans?",{"text":117,"@type":113},"It includes rent increase approvals, reserve request approvals, audited financial requirements, insurance requirements, and management document approvals.",{"name":119,"@type":110,"acceptedAnswer":120},"Which compliance areas are covered for HOME requirements and income averaging?",{"text":121,"@type":113},"HOME entry rules cover low/high HOME income requirements, income limits, rent reminders and limits, and utility allowances. Income averaging includes an update (10/2022), policy requirements and examples, IRS Form 8823 reporting, and example results letters.","https://schema.org",{"og:url":83,"og:type":124,"og:title":65,"og:site_name":95,"og:description":67},"article",{"robots":126,"canonical":83},"index,follow",{"doc_id":128,"site_id":62},459790,1791467251,{"code":4,"msg":5,"data":131},{"doc_id":128,"user_id":132,"nickname":92,"user_avatar":133,"doc_module":4,"category_id":19,"category_name":20,"doc_title":65,"doc_description":67,"doc_content":134,"file_id":135,"file_url":136,"file_type":137,"file_size":138,"view_count":29,"is_deleted":4,"is_public":8,"is_downloadable":8,"audit_status":8,"page_count":139,"language":140,"language_code":63,"site_id":62,"html_lang":63,"table_of_contents":141,"faqs":142,"seo_title":143,"seo_description":67,"update_tm":144,"read_time":145},3985747858093,"https://ap-avatar.wpscdn.com/davatar_3d24733baf745e90a7e4bdd5f77d97b2","2025  \nAdvanced Compliance Training  \nPresented by NCHFA Staff  \nNCHFA Advanced Compliance Training Agenda/Table of Contents  \nWelcome  \nA. Agenda 1  \nB. Agency Contact List & Staff 2  \nC. Important Updates & Reminders 4  \nPrimary Documents – What does your documents  \ntell you about your fair community? 18  \nA. Tax Credit Legal Documents 18  \nB. Agency Loan Documents 19  \nC. Deed Restrictions 20  \nD. Underwriting/Construction 20  \nE. Income/Rent Restrictions 21  \nF. State Housing Policy Restrictions 22  \nTypical Loan Requirements – Following and  \nImplementing the Compliance Fair Plans 23  \nA. Rent Increase Approvals 23  \nB. Reserve Request Approvals 27  \nC. Audited Financial Requirements 31  \nD. Insurance Requirements 33  \nE. Management Document Approvals 34 F.  \nHOME Requirements – Sufficiently Understanding the Entry Rules 36  \nA. Low Home Income Requirements 37  \nB. High HOME Income Requirements 38  \nC. HOME Income Limits 38  \nD. HOME Rent Reminders 38  \nE. HOME Rent Limits 39  \nF. HOME Rent Limits and Utility Allowances 40  \nTax Credit Requirements – Federal/State 41  \nA. NCHFA Responsibilities 41  \nB. LIHC Program – State 42  \nC. Supportive Services 42  \nD. Targeting Program 43  \nE. Key Rental Assistance 43  \nF. The Role of the IRS 44  \nG. LIHC Program Highlights 44  \nH. IRS Form 8609 45  \nI. Credit/IRS Compliance Period 46  \nJ. Extended Use Period 47  \nK. Recertification-Funding/Program 47  \nL. Vacant Unit Rule 48  \nM. 140% Rule 48  \nN. Next Available Unit Rule 49  \nO. Employee Units 55  \nP. Student Rules 55  \nIncome Averaging  \nAre your ready for your experience? 56  \nA. Income Averaging Update 10/2022 56  \nB. NC Income Averaging Policy 57  \nC. Requirements & Examples 57  \nD. IRS Form 8823 Reporting/Examples 63  \nE. Findings – Example/Results Letter 67  \nF. Training Video 68  \nAcquisition & Rehabs 68  \nA. Types of Projects 69  \nB. Placing in Service by Type 69  \nC. Rysyndication 70  \nD. Acquisition/Rehab Rules 70  \nE. Previously Qualified Households 71  \nIncome Limits 73  \nA. HUD Published Income Limits 74  \nB. MTSP/HERA Special Income Limits 74  \nC. Which Income Limits to Use? 75  \nD. Income Limit Reminders 75  \nE. Income Limits – Available in RCRS 76  \nRent, Fees and Utility Allowances Collecting the communities spending $ 78  \nA. Rents 78  \nB. Fees 82  \nC. Utility Allowances 84  \nFair Housing 86  \nA. Protected Classes 87  \nB. Laws Impacting Fair Housing 88  \nC. Reasonable Accom/Modifications 91  \nD. LAP/Limited English Proficiency 93  \nE. VAWA 94  \nF. AFHMPs 97  \nG. Tenant Selection Plans 101  \nTips for Compliance 103  \nA. Reviewing Monitoring Frequency 104  \nB. Rough Scheduling 104  \nC. Release of the Notification Letter 105  \nD. Release of the Results Letter 117  \nE. Release of the Final Report 122  \nF. Compliance Resolution Packets 123  \nG. Training/Designations 124  \nH. Addressing Noncompliance 127  \nTraining Resources 129  \nPhysical Address:  \n3508 Bush Street  \nRaleigh, NC 27609-7509  \nWeb Site:  \n[www.nchfa.com](www.nchfa.com)  \nAsset Management Contact List  \nMain Agency Telephone Number  \nRental Investment Business Group Fax Number  \nSandy Harris, Director of Rental Programs, [ssharris@nchfa.com](ssharris@nchfa.com)[ ](ssharris@nchfa.com)Susan Westbrook, Manager of Rental Assets, [sewestbrook@nchfa.com](sewestbrook@nchfa.com)  \n(919) 877-5700  \n(919) 877-5701  \n(919)877-5649  \n(919) 877-5647  \nAsset Management and Compliance Teams:  \nIf you have a general or specific question regarding tax credits or an RPP funded property, contact any of the following:  \nTanya Burnett Clark, [tbclark@nchfa.com](tbclark@nchfa.com) (919) 877-5665  \nTeam Leader  \nLisa Alston [lnalston@nchfa.com](lnalston@nchfa.com) (919) 877-5669  \nChad Bixler [cebixler@nchfa.com](cebixler@nchfa.com) (919) 500-5242  \nTammy Douglas [tgdouglas@nchfa.com](tgdouglas@nchfa.com) (919) 877-5654  \nChelsea Isaksen [ckisaksen@nchfa.com](ckisaksen@nchfa.com) (919) 480-8786  \nMelissa Keller [mdkeller@nchfa.com](mdkeller@nchfa.com) (919) 480-8970  \nKim S","cbCailiR8RdwHBdt","https://ap.wps.com/l/cbCailiR8RdwHBdt","pdf",24074913,167,"English","# Welcome\n# Agenda\n## Agency Contact List & Staff\n## Important Updates & Reminders\n# Primary Documents\n## Tax Credit Legal Documents\n## Agency Loan Documents\n## Deed Restrictions\n## Underwriting/Construction\n## Income/Rent Restrictions\n## State Housing Policy Restrictions\n# Typical Loan Requirements\n## Rent Increase Approvals\n## Reserve Request Approvals\n## Audited Financial Requirements\n## Insurance Requirements\n## Management Document Approvals\n# HOME Requirements\n## Low/High HOME Income Requirements\n## HOME Income Limits\n## HOME Rent Reminders and Limits\n## HOME Utility Allowances\n# Tax Credit Requirements\n## NCHFA Responsibilities\n## LIHC Program – State\n## Supportive Services\n## Targeting Program\n## Role of the IRS\n## IRS Form 8609\n## Credit/IRS Compliance Period\n## Extended Use Period\n## Recertification-Funding/Program\n## Vacant Unit Rule\n## 140% Rule\n## Next Available Unit Rule\n## Employee Units and Student Rules\n# Income Averaging\n## Income Averaging Update 10/2022\n## NC Income Averaging Policy\n## Requirements & Examples\n## IRS Form 8823 Reporting/Examples\n## Findings – Example/Results Letter\n## Training Video\n# Acquisition & Rehabs\n## Types of Projects\n## Placing in Service by Type\n## Syndication\n## Acquisition/Rehab Rules\n## Previously Qualified Households\n# Income Limits\n## HUD Published Income Limits\n## MTSP/HERA Special Income Limits\n## Which Income Limits to Use?\n# Rent, Fees and Utility Allowances Collecting the communities spending\n## Rents\n## Fees\n## Utility Allowances\n# Fair Housing\n## Protected Classes\n## Laws Impacting Fair Housing\n## Reasonable Accommodations/Modifications\n## LAP/Limited English Proficiency\n## VAWA\n## AFHMPs\n## Tenant Selection Plans\n# Tips for Compliance\n## Reviewing Monitoring Frequency\n## Rough Scheduling\n## Release of Notification/Results/Final Report\n## Compliance Resolution Packets\n## Training/Designations\n## Addressing Noncompliance\n# Training Resources","[{\"question\":\"What topics are covered under primary compliance documents in the training agenda?\",\"answer\":\"The agenda reviews tax credit legal documents, agency loan documents, deed restrictions, and underwriting/construction, along with income/rent restrictions and state housing policy restrictions.\"},{\"question\":\"What typical loan requirements are discussed for implementing compliance fair plans?\",\"answer\":\"It includes rent increase approvals, reserve request approvals, audited financial requirements, insurance requirements, and management document approvals.\"},{\"question\":\"Which compliance areas are covered for HOME requirements and income averaging?\",\"answer\":\"HOME entry rules cover low/high HOME income requirements, income limits, rent reminders and limits, and utility allowances. Income averaging includes an update (10/2022), policy requirements and examples, IRS Form 8823 reporting, and example results letters.\"}]","Advanced Compliance Training - Agenda - NCHFA Staff | PDF",1790756909,421]