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California Tax Credit Allocation Committee (CTCAC)

2011 Annual Owners Certification (AOC) Package

The 2011 Annual Owners Certification (AOC) package is now available.

In 2012, AOC package will continue to consist of two parts. Part one includes the Annual Owners Certification (AOC) form and the Project Ownership Profile (POP) form. Part II of the AOC Package includes the Annual Operating Expense (AOE) form and the Lender Profile (LP) form. One submission of the AOC Package per property is required for properties in the initial federal compliance period as well as those in the extended use period. Each part has a distinct submission date.

2011 AOC Package Part I - Due March 19, 2012

2011 AOC Package Part II - Due May 21, 2012

You have 3 options for submitting Parts I and II of the package (choose only 1 option):

  1. Owners with less than 20 projects:
    • Mail AOCs to the attention of Georgene Palmerin to: 915 Capitol Mall, Room 485, Sacramento, CA 95814 - include contact name and contact information
    • Email the completed Excel POP forms to TCAC@treasurer.ca.gov or;
  2. Owners with more than 20 projects:
    • Mail AOCs to the attention of Georgene Palmerin to: 915 Capitol Mall, Room 485, Sacramento, CA 95814 - include contact name and contact information
    • Send CTCAC a CD with the POPs and include a cover letter listing the project numbers, project names, contact names and contact information or;
  3. Only those projects with no computer access:
    • Submit a hard copy of the AOC and POP forms via certified mail, return receipt to the attention of Georgene Palmerin at 915 Capitol Mall, Room 485, Sacramento, CA 95814.

If you have any questions or problems downloading or submitting the AOC package, please contact Georgene Palmerin at gpalmerin@treasurer.ca.gov / (916) 654-6402 or Elizabeth Gutierrez at egutierrez@treasurer.ca.gov / (916) 651-0410.