Placed in Service Package and Form 8609 Request
When an awarded project has completed construction or rehabilitation and prior to the issuance of a low income housing tax credit form (Form 8609), a placed in service package must be submitted, reviewed, and approved. This webpage contains information and directions for completing the placed in service items required by the California Tax Credit Allocation Committee (TCAC). Follow the placed in service checklist carefully, remembering that many of the documents require executed signatures. When completed, send the package to TCAC by mail (no email please) in USB/flash drive or CD/DVD format. Please direct questions to Marisol Parks, Elaine Johnson, or Alex Ninh.
- 2018 Placed in Service Workshop Presentation
- Placed in Service Checklist (Updated August 2018)
- Placed in Service Package Processing Memo
- Placed in Service Tutorial Videos
- Form B – Eligible Basis by Building
- Guidance Memo relating to Placed in Service packages and limited partnership agreement language relating to reserves
- Cost Certification Statement
- Cost Certification Statement (with HOME Clause)
- Final Cost Certification Template (Updated March 2016)
- Investor Certification Template
- Certification Templates (Section 4 of the Placed in Service Checklist)
- Owner Certification
- Architect Certification
- Energy Analyst Certification
- Sustainable Building Method and Minimum Construction Standards Requirements
- Regulatory Agreement Template
- 9% Federal and State Credit, 2017 awards
- 9% Federal and State Credit (Ground Lease), 2017 awards
- 9% Federal Credit, 2016 awards
- 9% Federal Credit with Qualified Nonprofit, 2016 awards
- 4% Federal Credit - Tax-Exempt Bond Financed Project, 2016-2017 awards
- 4% Federal Credit - Tax-Exempt Bond Financed Project (Ground Lease), 2016-2017 awards
- TCAC Lease Rider Process
- Leasehold Rider Memo
- TCAC Lease Rider
- TCAC Lease Rider (Word doc)