Ownership/Management

The following pages contain required and recommended forms, instructions, policies, checklists and current updates.

CURRENT UPDATES
State Noncompliance - NSPIRE
HOTMA Guidance 5.0

CHANGE IN MANAGEMENT/OWNERSHIP
Request for Management Change
Intent to Change Ownership
Intent to Change Partnership
Request for Management Change (SHD)

DHHS TARGETING PROGRAM
Instructions for Management
Life of the Vacancy and Referral System
Owner Agreement to Participate
Direct Deposit Authorization
IRS Form W-9 (updated 1/20/2019)
Housing Assessor Coverage Area Map and List
Housing Stabilization Coordinator Coverage Area Map and List
Statewide Targeting Program Contact Information
Targeting Program Policy and Procedure Manual
Risk Mitigation Tools for Landlords, Owners and Management Agents

FAIR HOUSING
Fair Housing for Tenants with Disabilities—Reasonable Accommodation Guide (2018)
Reasonable Accommodation—A Quick Guide for Property Managers

INTEGRATED SUPPORTIVE HOUSING PROGRAM (ISHP)
Integrated Supportive Housing Program (ISHP) Program Guidelines (revised 4/15/2021)
Vacancy Reserved Tracking

LOAN REQUIREMENTS
Instructions for Data Entry of Audits
Insurance Requirements
Rent Increase Process
Reserve Request Process

OWNERSHIP/MANAGEMENT
Tenant Selection Plan Policy
Tenant Selection Plan Checklist
Bed Bug Policy for Owners and Management
Extended Use Compliance Policy
AFHMP Checklist
Management Plan Checklist
RCRS Instruction Manual

PHYSICAL INSPECTIONS
Tips for Successful Property Inspection
State Noncompliance - NSPIRE

PROJECT-BASED SECTION 8
Traditional Contract Administration Section 8 Portfolio
(Contact Susan Westbrook, manager of rental assets, 919-877-5647)
Performance-Based Contract Administration
(Contact NC Quadel for required forms on properties under Performance-Based Contract Administrator)

Qualified Contract

SUPPORTIVE HOUSING (SHD)
SHD Key Program Procedures and Requirements
Supportive Services Access Plan Update
Targeting Program Manual for SHD
Qualified Tenant Roll (Shelters & Licensed Facilities ONLY)
Qualified Tenant Roll - Instructions
Rent Roll - Permanent

UTILITY ALLOWANCE
Utility Allowance Policy
Sample Utility Allowance Effective Dates
Approved Vendors for Utility Allowance Calculations
Instruction Sheet for Utility Allowance Compliance
Utility Allowance Agency Estimate Spreadsheet

North Carolina Housing Finance Agency / 3508 Bush Street / Raleigh, NC 27609 / 919-877-5700

Disclaimer (please scroll and read, then proceed below)

All information contained on the following Web pages is obtained from the Agency’s books and records, and is believed to be accurate and reliable. Reference should be made to the official statement and operative documents of each series of bonds referred to herein for complete information on that issue. Because of the possibility of human and mechanical error as well as other factors, this information is provided "as is" without warranty of any kind and no representation or warranty, expressed or implied, is made, nor should any be inferred, as to the accuracy, timeliness, or completeness of this information. Under no circumstances shall North Carolina Housing Finance Agency have any liability to any person or entity for (a) any loss or damage in whole or part caused by, resulting from, or relating to any error (on account of neglect or otherwise) or other circumstance involved in procuring, collecting, compiling, interpreting, analyzing, editing, transcribing, transmitting, communicating or delivering this information, or (b) any direct, indirect, special, consequential, or incidental damages whatsoever, even if North Carolina Housing Finance Agency is advised in advance of the possibility of such damages, resulting from the use of, or inability to use, any such information. This information relates to bond issues of the North Carolina Housing Finance Agency that have been sold and distributed in underwritten public offerings described in the related official statements. Each viewer of the aforementioned information acknowledges that (i) the North Carolina Housing Finance Agency is not now by this document offering any bonds or other securities, nor soliciting an offer to buy any securities, (ii) this information is not to be construed as any description of the North Carolina Housing Finance Agency-such offerings are only made pursuant to the appropriate official statements of the North Carolina Housing Finance Agency, (iii) the information provided speaks only as of the date thereof and the North Carolina Housing Finance Agency has not in any way undertaken to update such information, and (iv) no representation is made as to the propriety or legality of any secondary market trading of the bonds or other securities of the North Carolina Housing Finance Agency by anyone in any jurisdiction. The financial condition of the North Carolina Housing Finance Agency may have changed since the date this information was prepared.

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