California Tax Credit Allocation Committee

2023 Annual Owners Certification (AOC) Package

The 2023 Annual Owners Certification (AOC) package is now available.

In 2024, the 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

2023 AOC Package Part I - April 1, 2024

2023 AOC Package Part II June 3, 2024

There are 2 options for submitting the Annual Owner Certification Forms (choose only 1 option):

  1. Email the completed forms to
  2. Sending CTCAC a CD is no longer an option in 2024, if you are submitting forms for multiple projects (more than 20). Please send all forms in one or multiple emails to or;
  3. Only those projects with no computer access can submit a hard copy of the form(s) to the attention of: Julio Villanueva (AOC/POP) or Jerry Yang (AOE/LP) at 901 P Street, Suite 213A, Sacramento, CA 95814.

If you have any questions or problems downloading or submitting the AOC package, please contact:

  • Part I: Julio Villanueva at (916) 653-4277
  • Part II: Jerry Yang at (916) 654-5742
  • You can also call (916) 654-6340 to reach Elizabeth Gutierrez, Mayra Lozano, or the front desk for general questions