Rental Housing Development Compliance Data Report
The Compliance Data Report ensures Grantees and Tenants meet income and rent limit requirements annually outlined by HUD and the HOME Rental Housing Development Program Guide. Learn who needs to submit it and how to fill out each section accurately.
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Division of Energy, Housing, and Community Resources Department of Administration State of Wisconsin December, 2018
Rental Housing Development (RHD) Compliance Data Report
WHAT IS A COMPLIANCE DATA REPORT? The Compliance Data Report ensures Grantees and Tenants are meeting income and rent limit requirements that are updated and outlined annually by HUD and the HOME Rental Housing Development (RHD) Program Guide. The RHD Compliance Data Report Form (Attachment D) covers the period of October 1st through September 30th of each year during the Affordability Compliance Period. The Compliance Data Report, which includes certification of compliance with program rent and income requirements, is due by December 1 of each year.
WHO NEEDS TO SUBMIT A COMPLIANCE DATA REPORT? Any project that is still in the Affordability Period is required to submit Annual Compliance Data Reports to remain in contractual compliance with program rules and regulations. Please refer to your contract if you are unsure if your project is still in the Affordability Period.
HOW TO FILL OUT A COMPLIANCE DATA REPORT Please see highlighted fields and descriptions in red in the example Section 1:
HOW TO FILL OUT A COMPLIANCE DATA REPORT SECTION 2: (SEE NOTES IN RED AS WELL AS HIGHLIGHTED CELLS ON IMAGE) 1=Insert Unit (Apt.) # - this unit number must correspond with which unit is specified as a HOME unit in your contract 2=Percentage of Single Room Occupancy (SRO) https://www.hudexchange.info/resources/ documents/Understanding-SRO.pdf 3=Number of Bedrooms in the unit 4=Are utilities included in the unit? List yes or no for each HOME unit 5=Tenant s last name
HOW TO FILL OUT A COMPLIANCE DATA REPORT SECTION 2, CONTINUED: 6=Number of people living in the household 7=Initial lease date (include day, month, and year of tenants first signed lease in property) 8=Tenants income during initial move in date 9=HUD Listed income limit Reference published HUD HOME income limit
SECTION 2 CONTINUED: 10=Actual % CMI (County Median Income) The second tab of the annual compliance report spreadsheet posted on the DOA website has a CMI calculation page for your convenience. https://doa.wi.gov/Pages/LocalGovtsGran ts/RHDHomePage.aspx 11=Tenant rent at initial move in date
SECTION 2 CONTINUED: 12=Is there a rent subsidy? If yes place source in this column. Example: Section 8 13=Place the dollar amount of rent subsidy in this column if applicable 14=Place the dollar amount of utility allowance for each unit in this column 15=HUD listed rent limit. All of the different Counties, States, and Years can be found on the HUD exchange website. Reference published HUD HOME rent limits
IMPORTANT INFORMATION TO REFERENCE: The front side of the Annual Compliance Report (named Section 2 in this PowerPoint), should be the Move In Information only. Example: If a tenant moved in 2/2/2013 and you re reporting on the 2017 Annual Compliance Report you would put the move in data (2/2/2013) for that tenant and apply that value across to all the columns. This applies to the HUD Income Limits and Rent Limits as well. A new line should be started with each tenant turnover. All tenants should be reported for on the Move In Side of the report. It is crucial that apartment numbers and information provided are accurate and match your contractual agreements.
SECTION 3: CURRENT TENANT INFORMATION SECTION 3 1= Unit Apartment number for tenants in current apartment unit 2=Current Tenant s last name 3=Number of people residing in current unit 4=Number of bedrooms in the unit 5=Current income of the tenant 6=HUD listed income limit for current reporting year Published HUD HOME public Income
SECTION 3: CURRENT TENANT INFORMATION CONTINUED SECTION 3 7= Actual % CMI (County Median Income) The second tab of the annual compliance report spreadsheet posted on the DOA website has a CMI calculation page for your convenience. https://doa.wi.gov/Pages/LocalGovtsGrants/RH DHomePage.aspx 8= Current dollar amount per month that the tenant is paying 9= If tenant pays the utility enter utility allowance here
SECTION 3: CURRENT TENANT INFORMATION CONTINUED SECTION 3 10=Is there a rent subsidy? If yes, place source in this column Example: Section 8 11=Place the dollar amount of rent subsidy in this column, if applicable 12=HUD listed rent limit for current reporting period Reference HUD HOME published rent limit 13=Day, month, and year this information was collected for this report
SECTION 3: CURRENT TENANT INFORMATION CONTINUED SECTION 3 Please reference the highlighted fields in the image to the right. Sign Date Job Title Email address Phone number
WHERE TO SEND YOUR ANNUAL DATA COMPLIANCE REPORT Please send your Annual Data Compliance Report to DOADOHAffordableHousing Help@wisconsin.gov Title your email with the name of your project and Annual Data Compliance Report (see example)
MORE INFORMATION: Please refer to our website under HOME Rental Housing Development (RHD). You will find links with information regarding the Annual Data Compliance Report as well as any other information needed https://doa.wi.gov/Pages/LocalGovtsGrants/AffordableHousingPrograms.aspx Questions should be referred to DOADOHAffordableHousingHelp@wisconsin.gov for assistance.
