Multifamily Housing Production and Compliance
www.montgomerycountymd.gov/dhca-multifamily
This section provides information for Developers and for Property Managers on Montgomery County's multi-family housing development and rehabilitation programs. The county utilizes two main funding sources for multi-family projects including county Housing Initiative Funds (HIF) and federal HOME Investment Partnerships Program (HOME) funds.
For Developers
- ROFR Right of First Refusal
- Nonprofit Preservation Fund (NPF)
- Affordable Housing Opportunity Fund
- Current Multifamily Funding Guidelines, dated December 18, 2020
- Developers Forum, June 23, 2022 - PPT • Video
Standard Applications
The Multifamily Section has developed two standard applications. One is for small projects, and the other is for large projects. Large projects are defined as projects with 10 or more County-funded units with $500,000 or more in County funds. Developers requesting County funds for projects with less than 10 County-funded units or requesting less than $500,000 may use the small project application.
- Small Project Application
- Application
- Loan Request Summary Form
- Optional Financial Forms
- Cost Estimates
- Tenant Housing Report (for occupied rental housing)
- Large Project Application
Guides and Useful Information
- The Housing Initiative Fund Reports
- Policies and Procedures Manual
- Building ENERGY STAR Qualifed Homes...
- A Look at the Multi-Family Section
- Montgomery County's Affordable Housing Needs and Programs
- More Information (Past Presentations)
- Regulatory Assistance
- Housing Initiative Fund
- HOME Program
- Accomplishments
- Completed HOME Program Projects
- Completed HIF Projects
Please contact Lawrence Cager if you need additional information. We look forward to working with you if you decide to pursue an affordable housing development in Montgomery County.
For Property Owners/Managers
Many of the County’s HOME and HIF projects are funded with multiple funding sources. Sources like the Low-Income Housing Tax Credit (LIHTC) program and various rental subsidy programs mandate annual tenant certification to ensure that assisted units are occupied by income-eligible households. In order to eliminate duplication, the County allows property managers to use many of the certification forms developed for the LIHTC and other affordable housing programs. Samples of some of the forms most frequency used by property managers to certify the income eligibility of a prospective tenant and to recertify tenant income in subsequent years are included below. Property owners/managers are responsible for maintaining up-to-date tenant files and records that document how their assisted rental properties comply with the affordability requirements and their written agreements with the County.
- HOME and HIF Program Resources
- Rent and Income Limits
- Utility Allowance Schedules & Locales
- Schedules
- Locales
- Affirmative Fair Housing Marketing Plan - Multifamily Housing (HUD form 935.2A)
- Montgomery County Apartment and Condo Lease
- HOME Compliance Certification/Recertification
The property owner/manager must maintain a tenant file on each household that occupies a HOME-assisted unit. Each tenant file must contain the application for housing, the tenant’s initial income certification form (TIC), all qualifying income, asset and other eligibility verifications, signatures of all adult household members and owner’s representative on the certification form, and the lease with all attachments. The file must clearly document that the owner/manager has continued to perform the annual recertification after each year of occupancy. The owner must retain the tenant file, and all supporting documentation proving eligibility, including the TIC and the lease, for each year the household resides in the unit.
Tenant Data Compliance forms that can be used by property owners/managers, are available through various sources. An acceptable source for these forms can be found on the Spectrum Enterprises website including:
- Asset Forms: verification of bank and investment accounts
- Income Forms: verification of employment, child support, alimony, social security, etc.
- Tenant Affidavit Forms: verification of under $5k assets, zero income, unemployment status, etc.
- Student Forms: verification of student status, financial aid
- Management Forms: including income and asset worksheets, clarification forms, etc.
- Tenant Income Certification Form: as periodically updated
- Federal Regulatory Resources
- State Regulatory Resources
- LITHC Forms - Click on "Maryland" (under the State Agency Contracts menu)
- Montgomery County Resources
- HOME Program
- HIF Program
- HIF Compliance Manual (in revision)
- County Regulation