Presented by: Peggy Boyd, Colorado Housing and Finance Authority

Location: Attendee Hub, https://cvent.me/mgVYbr

Log in: 9:55am MT

Class: 10:00am to Noon MT

This webinar will provide an overview of the annual submission requirements for properties with Housing Tax Credits and/or CHFA loans and the CHFA software systems used for these multifamily programs. These requirements apply throughout the Extended Use Period, Qualified Project Period, and/or loan term, and are also specified in each project’s Land Use Restriction Agreement (LURA), CHFA Regulatory Agreement, or Loan Agreement. The training and Q and A session and will include the following:

• understanding the different requirements and where to find guidance in the multifamily program compliance manual;
• overview of NextGen, CHFA’s online occupancy and demographics reporting system;
• manual entering of data versus XML upload;
• entering the Basic Annual Review (BAR) in NextGen;
• running and using the Occupancy and Demographics report to prepare for the annual submission deadline of February 15;
• making corrections to existing records;
• frequently asked questions and common issues;
• overview of Insight, CHFA's secure system for submitting most annual submissions and management review documentation; 
• how to submit an annual owner certification (AOC); and
• how to upload other annual submissions, including the IRS Form 8609 and audited financial statements.

The class will be recorded and available to registered participants in the Attendee Hub (https://cvent.me/mgVYbrL) until December 31, 2025.

This meeting is presented at no cost to participants.