AHP Program Policy and Forms

Rental Documentation Matrix

General

• Special Needs and Homeless Certification
• Monitoring Questionnaire
• Ownership Organizational Chart
• Rehabilitation Scope Checklist
• Tenant Income Worksheet
  

Financial Feasibility Spreadsheets

For projects submitting a Semi-Annual Progress Report (SAPR), disbursement request, or Project Completion Report (PCR), please upload the last Financial Feasibility Spreadsheet submitted, with any current updates. For example, if the last spreadsheet submitted was at application, update the application spreadsheet. If the last Financial Feasibility Spreadsheet submitted was the disbursement request, update the disbursement request spreadsheet.

Retention

• AHP Recapture Agreement
• HUD 202/811 Rider to Lender’s Deed of Trust or Mortgage

Owner-Occupied Documentation Matrix

General

Scope of Work – all owner-occupied projects

Beneficiary Information

• Beneficiary Questionnaire
  
• Income Calculation Workbook
  
• Certification of Zero Income
  
• Certification of Tip Income

Retention

• Retention Agreement – owner-occupied projects that received an AHP award in 2015 or later
• Retention Agreement Notary Page
• Wisconsin Cover Page – to be attached to retention agreements paired with Wisconsin projects
• Sample Mortgage (with Retention Language) - Illinois – pre-2015 owner-occupied projects
• Sample Mortgage (with Retention Language) - Wisconsin – pre-2015 owner-occupied projects
• Repayment Worksheet