Wait List Management

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OCCUPANCY COMPLIANCE

All Programs
CMC Forms
Fair Housing
HUD
Property Compliance Profile
Reasonable Accommodations
SRO
Tax Credits
Wait List Management

SOP

Administration – Operations
Financial
Legal
Maintenance
Safety – Security
SOP Manuals

HUMAN RESOURCES

Employee Handbook
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Occupancy Compliance | Tax Credit

Caritas Management Corporation Forms: OCCUPANCY COMPLIANCE Series

Please click on form name to download the PDF file to your computer. (This page updated on: 06/25/2019)
CHECK LIST-TAX-CREDIT PRE-SCREENING REVIEW-July 2020

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Certifications by Program Type – TAX CREDIT

TAX CREDIT PROGRAM ONLINE COMPLIANCE MANUAL
ALL TAX CREDIT PROGRAM ONLINE REQUIRED FORMS (most updated forms for download)

TAX CREDIT INCOME & RENT LIMITS-2019 (look up your property) eff.04/24/2019
SFHA SECTION 8 TENANT VOUCHER FAIR MARKET RENT PAYMENT STANDARD (eff.05/01/2019)
APPLICATION FOR HOUSING (GEN & TAX CREDIT Program) June-2019 (Not for HUD program)

CHILD / SPOUSAL SUPPORT AFFIDAVIT
CHILD / SPOUSAL SUPPORT VERIFICATION 
COMMUNITY RULES-(GEN & TAX CREDIT) (New eff. June 2019)
EMPLOYMENT VERIFICATION 
IHSS-EMPLOYMENT VERIFICATION
SELF-EMPLOYMENT INCOME (INSTRUCTIONS)
SELF-EMPLOYMENT PROFIT & LOST STATEMENT/AFFIDAVIT  Required Notarization (New eff. Jan 2021)
SELF-EMPLOYMENT AFFIDAVIT (VOID-Do not use)
IRS 4506T FORM -REQUEST FOR TRANSCRIPT OF TAX RETURN 
IRS 4506T FORM- (HOW TO FILL OUT INSTRUCTIONS)
STUDENT FINANCIAL AID VERIFICATION FORM
STUDENT VERIFICATION
LEASE– (GEN & TAX CREDIT)
CHECK LIST-TAX CREDIT RECERT -July 2020
CHECK LIST-TAX CREDIT MOVIE-IN LEASE DOCUMENTS -July 2020
CHECK LIST- TAX CREDIT PRE-SCREENING REVIEW-July 2020
(TIC-Q) TENANT INCOME CERTIFICATION QUESTIONNAIRE
(TIC) TENANT INCOME CERTIFICATION eff. May 2019
(TIC) TENANT INCOME CERTIFICATION eff. May 2019 (Instruction for Completing)
TOTEM POLE RULE COMPLIANCE
UNDER $5,000 ASSET CERTIFICATION eff. Jan 2017
VAWA LEASE ADDENDUM (HUD-91067) (Adopted for TAX CREDIT)
WAGES CALCULATION SHEET
ZERO INCOME CERTIFICATION  (eff. 2009) 
ZERO INCOME HOUSEHOLD QUESTIONNAIRES (for GEN & TAX CREDIT)
LIVE-IN AIDE VERIFICATION FORM (Updated January 2017)
LOW-INCOME TAX CREDIT PROGRAM LEASE ADDENDUM (May 2014)

 

Caritas Management Corporation
1358 Valencia Street
San Francisco, CA 94110
USA

  • Phone: (415) 647-7191

  • Fax: (415) 648-3919