Apartments
Street Address or Intersection of Property:
, , Illinois
2012 Supportive Housing Plan
Prepared by:
(Developer Name)
Total number of units in project
Number of Targeted Units (set-aside for State Referrals)
Number of non-Targeted Permanent Supportive Housing units
Number of units adaptable under Illinois Accessibility Code
Number of units fully accessible to persons with mobility impairments
Number of units accessible to persons with visual and/or hearing impairments
New Construction (NEW) or Rehabilitation (REHAB)
Non-Elderly (NE) or Single Room Occupancy (SRO)
Contact Information
Owner Management Agent
Organization
Primary Contact
Phone
Email
Street Address
City, State, Zip
On-Site Services Coordinator* Lead Referral Agency
Organization
Primary Contact
Phone
Email
Street Address
City, State, Zip
*If applicable.
Supportive Housing Plan
Apartments, , Illinois
I. Unit Mix and Accessibility Features – how the property will meet the needs of tenants:
A. Unit Mix – residential rent schedule by unit size and status.
# Bedrooms # Bathrooms Unit Size (sq ft) %AMI Target Total Units Monthly Rent
Ex: 1 Ex: 1 Ex: 800 Ex: 60% Ex: 10 Ex: $500
B. Describe any adaptability, accessibility, universal design features and/or assistive technology beyond
the minimum required by applicable law. For example, the project may contain extra fully accessible
units, roll-in showers or lever-style door handles.
II. Affordability – methods to ensure that tenants pay no more than 30% of income for rent:
Rents in the Targeted Units and the non-Targeted Supportive Housing units will be made affordable
through (indicate all applicable):
30% AMI rents with no additional rental or operating subsidy
Long-Term Operating Support
Project-based (Section 8) Rental Assistance – see below
Shelter Plus Care or HUD Supportive Housing Program (SHP) Operating Assistance*
Other (please specify):
* Because only homeless households are eligible for units assisted with these sources, they may only
be tied to non-Targeted Supportive Housing Units.
If a Public Housing Authority (PHA) is providing project-based rental assistance for the Project, the Owner
should work with the PHA to determine whether rent-assisted units may be Targeted Units that are filled by
referrals from the State referral network, or whether all rent-assisted units must be filled by referrals from
the PHA’s existing waiting list(s). The PHA may allow the site to hold its own waiting list with its own
preferences, OR the PHA may agree to allow the Targeted Units to be filled by referrals from the State
referral network, if the remaining rent-assisted units can be filled by households on the PHA’s waiting list. It
is up to the Owner to negotiate with the PHA regarding the source(s) of referrals for rent-assisted units, and
to determine, based on this negotiation, whether the project-based rental assistance should be attached to
the Targeted Units, or instead to other units within the Project.
Development Name Page 2 2012 SH Plan
If the project will utilize Project Based Rental Assistance in the Targeted and/or Non-Targeted
Supportive Housing Units, please attach an MOU with the subsidy administrator that describes how
the project will ensure that State Referrals to Targeted Units and/or Supportive Housing
Populations referred to non-Targeted Supportive Housing Units will receive priority for those units.
III. Support Coordination - qualifications of the agency providing the on-site services coordinator.
PLEASE BE SURE TO ANSWER ALL OF THE ITEMS BELOW. Projects applying to provide Targeted
Units only may skip this section.
A. Agency name, who it typically serves and where.
B. Number of hours it will provide on-site support coordination.
C. Capacity to provide access to supportive services, and to maintain relationships with the management
agent and community service providers for the duration of the compliance period
D. A history of engagement with other community agencies through the local Continuum of Care and/or
other cross-agency efforts.
E. A history of serving clients transitioning from institutional settings.
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IV. Access to Services
Briefly describe how an array of services, including those aimed at housing retention, will be made available
either on- or off-site for all Supportive Housing tenants to access according to their needs. Projects applying
to provide Targeted Units only may skip this section.
V. Referral, Screening and Communication Plan
This section outlines how On-Site Management, the Lead Referral Agency, and, if applicable, the On-Site
Services Coordinator (collectively, the “Supportive Housing Partners”) will manage the referral and screening
process, negotiate requests for Reasonable Accommodations and Modifications under Fair Housing Laws,
protect the rights of tenants through delineation of separate functions of services provision and property
management, and maintain communication, including in the event of staff turnover, for the duration of the
compliance period.
A. Referral
1. How the Lead Referral Agency will determine and make referrals:
a. During preparation for initial lease-up of the property the Lead Referral Agency will
communicate regularly with a Referral Network comprised of other human services agencies
to establish:
1) Commitments to participate in a referral process and provide follow-up as needed
2) A system to communicate and facilitate referrals when vacancies occur.
b. After working with other referral agencies to prioritize referrals, the Lead Referral Agency will
complete a Targeted Unit Referral Letter to send with applicants for Targeted Units. This will
provide Management with one point of contact (the Lead Referral Agency) for the Targeted
Units.
2. How the Lead Referral Agency will maintain contact with referrals and Management:
The Lead Referral Agency will act as the Management's main point of contact for tenants in
Targeted Units. Management will contact the Lead Referral Agency when there is a concern or
request regarding households in Targeted Units. In turn, the Lead Referral Agency will contact the
appropriate agency member of the Referral Network, and that agency will make direct contact with
a household they have referred.
This will ensure that households in Targeted Units will have the opportunity to maintain contact with
the agency that initially identified them as a potential referral, and will ensure that Management has
one primary contact for Targeted households.
Development Name Page 4 2012 SH Plan
3. How the Lead Referral Agency will offer assistance with any issues that may arise during tenancy:
When the Lead Referral Agency is contacted by Management about the tenancy of a Targeted
household, the Lead Referral Agency will contact the appropriate referral agency member of the
Referral Network, as set forth above.
It is then the responsibility of that referral agency to make direct contact with the household in
question. The tenant may refuse to interact with the referral agency, and that is the tenant's right.
However, when the tenant accepts the referral agency's outreach efforts, the referral agency should
work with the tenant to:
a. Connect the tenant with any appropriate services offered by the referral agency itself,
b. Refer the tenant to other services providers in the community as needed, and
c. Encourage the tenant to maintain communication with both Management and the referral
agency to develop solutions if there are problems that need to be addressed.
4. How the On-Site Services Coordinator, if applicable, will offer assistance with any issues that may
arise during tenancy:
When the On-Site Services Coordinator is contacted by Management about the tenancy of a
household, it is then the responsibility of that On-Site Services Coordinator to make direct contact
with the household in question. The tenant may refuse to interact with the On-Site Services
Coordinator, and that is the tenant's right. However, when the tenant accepts the On-Site Services
Coordinator’s outreach efforts, the On-Site Services Coordinator should work with the tenant to:
a. Connect the tenant with any appropriate services offered on-site,
b. Refer the tenant to other services providers in the community as needed, and
c. Encourage the tenant to maintain communication with both Management and the On-Site
Services Coordinator to develop solutions if there are problems that need to be addressed.
B. Screening
1. How Management will screen referrals:
Management will follow the same income, credit, criminal record, rental history and other screening
procedures for all applicants at the apartment community, according to Fair Housing Law. When an
applicant is turned down based on failure to meet screening criteria, the applicant has the
opportunity to ask for a Reasonable Accommodation.
2. How Management will negotiate Reasonable Accommodations and Modifications:
It is the responsibility of Management to share screening criteria and tenets of the lease with the
Lead Referral Agency (who will, in turn, share the criteria with referral agency members of the
Referral Network) and, if applicable, the On-Site Services Coordinator so that the applicable agency
will be prepared to assist with requests for Reasonable Accommodations or Modifications when
necessary.
Management is legally required to consider requests for Reasonable Accommodations or
Modifications made by people with disabilities. The prospective or current tenant's direct services
provider should work with the prospective or current tenant to ensure that the request is reasonable
and that it is well documented.
3. How Management will maintain contact with the Lead Referral Agency during a referral's tenancy:
Management will contact the Lead Referral Agency when:
a. There is an anticipated vacancy in a Targeted Unit
b. A problem arises with the tenancy of a household in a Targeted Unit, or
c. There is a concern or request regarding households in Targeted Units.
Development Name Page 5 2012 SH Plan
C. Communication
The Supportive Housing Partners will maintain communication to accommodate staff turnover during
the compliance period. Supportive Housing Partners are expected to return one another's phone calls
and emails as promptly as possible to ensure that residents in tenants are offered the supports they
may need to maintain their tenancy, and to minimize vacancies in Targeted Units. Supportive Housing
Partners should supply primary and backup contacts to one another. This measure will help to ensure
that in the event of staff turnover or absence, there will always be a contact at each agency that can
support referrals to Targeted Units.
**IHDA may, at its sole discretion, require changes to this plan. Funding is contingent on IHDA
approval of a viable Supportive Housing Plan. By signing this document you agree to the
above terms.**
VI. Agreement among Partners
WHEREAS (the “Owner”) was awarded Financing from the Authority to finance and build housing
units, known as (the “Project”) in , Illinois; and
(the “Property Management Agency”) will manage the Project; and
The 2012 Qualified Allocation Plan provides point-based incentives to Projects that target ten percent (10%) or
more of the total units to households at or below 30% of Area Median Income (AMI) which are headed by
persons with disabilities and referred through a State referral network; and
(the “Lead Referral Agency”) provides, coordinates, or represents agencies that provide direct
community-based services to persons with disabilities; and
The Lead Referral Agency seeks to expand and support affordable housing opportunities for Supportive
Housing Populations in their communities;
THEREFORE, the Owner, the Lead Referral Agency and the Property Management Agency agree to the
following supportive housing partnership to target apartment units (the “Targeted Units”) within the
Project to persons with disabilities referred through a State referral network.
**Only Projects with Additional non-Targeted Supportive Housing Units Should Complete This Section**
The 2012 Qualified Allocation Plan provides point-based incentives to Projects with Targeted Units that also
include non-Targeted Supportive Housing Units for households headed by persons with disabilities and
households that are homeless or at-risk of homelessness, who need access to supportive services in order to
maintain housing (the “Supportive Housing Populations”);
(the “Services Partner Agency”) provides, coordinates, or represents agencies that provide direct
community-based services to Supportive Housing Populations; and
The Services Partner Agency seeks to expand and support affordable housing opportunities for Supportive
Housing Populations in their communities;
THEREFORE, the Owner, the Services Partner Agency and the Property Management Agency agree to the
following partnership to offer apartment units (the “non-Targeted Supportive Housing Units”) within the
Project to Supportive Housing Populations.
Development Name Page 6 2012 SH Plan
The Owner shall:
Agree that the Targeted Units and the non-Targeted Supportive Housing Units will not be
segregated within the property or in any way be distinguishable (beyond, if applicable, the presence of
accessible features or assistive technology) from non-Supportive Housing units.
Assure that the Targeted Units remain available to persons with disabilities and referred through a
State referral network, and that the purposes and spirit of this agreement are maintained through the
compliance period.
Assure that any special arrangements (rent adjustments, unit subsidies, arrangement for transportation
services, etc.) outlined in the Supportive Housing Plan are maintained through the compliance period.
The Property Management Agency shall:
Notify the Lead Referral Agency and, if applicable, the Services Partner Agency of initial lease-up 6 months
prior to anticipated occupancy certification or when marketing begins, whichever comes first.
Share tenant eligibility and screening criteria with the Lead Referral Agency and, if applicable, the Services
Partner Agency so that staff will be prepared to refer qualified tenants and assist them with requests for
Reasonable Accommodations or Modifications when necessary.
Educate initial and subsequent on-site property managers on the Supportive Housing Plan.
Agree that the Targeted Units and the non-Targeted Supportive Housing Units will not be
segregated within the property or in any way be distinguishable (beyond, if applicable, the presence of
accessible features or assistive technology) from non-Supportive Housing units.
Affirmatively market to persons with all types of disabilities, as may be described in the Project’s Affirmative
Fair Housing Marketing Plan. Projects may advertise as offering services for people with particular types of
disabilities but must admit other persons with disabilities who may benefit from the services.
In the event a referred applicant is denied housing, (1) notify the applicant and the Lead Referral Agency of
reason for denial, (2) accept and consider requests for Reasonable Accommodations in accordance with
State and Federal Fair Housing Law, and (3) hold unit open until the request process is complete.
For a period of 90 days from the date of the first certificate of occupancy, establish a preferential leasing
opportunity for the Targeted Units specified in this agreement, prioritizing households referred via
the Lead Referral Agency for the Targeted Units.
In the event a vacancy occurs at the property and not all Targeted Units are filled with referred
persons, notify the Lead Referral Agency and hold the unit open for a period no less than 30 days from the
date the Lead Referral Agency is made aware of the vacancy. If no eligible applicant is referred within 30
days, the unit may be rented to any eligible applicant. This process is repeated until Targeted Units
are occupied by referred persons.
Communicate tenancy issues with the Lead Referral Agency in a timely manner.
Facilitate communication with the Lead Referral Agency and, if applicable, the Services Partner Agency by
designating, and maintaining in the event of staff turnover, a named individual as the primary contact on
matters related to the Targeted and, if applicable, non-Targeted Supportive Housing Units.
Development Name Page 7 2012 SH Plan
The Lead Referral Agency shall:
Coordinate with local human services agencies (the “Referral Network”) to refer applicants to the Property
Management Agency, at initial rent up and in the event of vacancies, for the duration of the compliance
period.
Maintain a waiting list of referrals in the event of vacancies in the Targeted Units.
Provide a standard referral form for each household referred to a Targeted Unit, to help the Property
Management Agency differentiate referrals for Targeted Units from general referrals made by agencies not
involved in the Referral Network.
Act as liaison between the Property Management Agency and Targeted Unit residents’ referral agencies to
address issues with the application process and tenancy, should they arise. This includes contacting the
appropriate member of the Referral Network, so that agency can make direct contact with a household they
have referred. This will ensure that households in Targeted Units will have the opportunity to maintain
contact with the agency that initially identified them as a potential referral, protect household confidentiality,
and ensure that the Property Management Agency has one primary contact for households in Targeted
Units.
Facilitate access to an array of supportive services for Targeted Unit tenants offered by human services
agencies participating in the Referral Network. These services shall be available to said tenants on an as-
needed basis, and receipt of these or any other services shall not be a condition of tenancy.
Facilitate communication with the Property Management Agency and the Referral Network by designating,
and maintaining in the event of staff turnover, named individuals as the primary contact and as the back-up
contact on matters related to Targeted Units.
Monitor the status of the local Housing Choice Voucher (Section 8) waiting list and alert the Referral
Network when the list is open, so that households referred to Targeted Units can apply for such assistance.
**Only Projects with Additional non-Targeted Supportive Housing Units Should Complete This Section**
The Services Partner Agency shall:
Provide an on-site Support Coordinator(s) for hours per week to offer services/support coordination
as needed, requested and accepted by tenants.
Assist Supportive Housing applicants in the application process, including requesting and negotiating
Reasonable Accommodations and Modifications, if applicable, and as needed and accepted.
Facilitate access to community-based supportive services offered by the Services Partner Agency and
other area human services agencies for tenants, regardless of the tenant’s diagnosis. It is understood and
agreed that these services shall be available to said tenants on an as-needed basis, and that receipt of
these or any other services shall not be a condition of tenancy.
Facilitate communication with the Property Management Agency by designating, and maintaining in the
event of staff turnover, a named individual as the primary contact on matters related to Supportive Housing
Units.
Protect the confidentiality of tenants by sharing with the Property Management Agency only that
information which is related to tenancy.
Development Name Page 8 2012 SH Plan
All parties to this Agreement shall:
Agree that the Owner and the Property Management Agency are responsible for meeting compliance
requirements established by IHDA and any other applicable funding agencies.
Agree that the Owner and the Property Management Agency are responsible for maintaining the property
for the benefit of all the tenants.
Agree that the Property Management Agency, the Lead Referral Agency, and, if applicable, the Services
Partner Agency are responsible for communicating as needed to assist with housing retention of
Supportive Housing tenants, to the extent that such assistance is accepted by the tenants.
Agree that the provisions and the spirit of this agreement notwithstanding, decisions on the admittance
and/or retention of tenants according to Fair Housing and IL Landlord Tenant Law are the responsibility of
the Property Management Agency.
Agree that the terms of the Supportive Housing Plan for the Project prepared jointly by the Owner, the
Property Management Agency, the Lead Referral Agency, and, if applicable, the Services Partner Agency,
including maintenance of a clear separation of property management and supportive service provision
functions within or among partner organizations to assure confidentiality of tenant information, are hereby
incorporated by reference.
Agree that tenant participation in supportive services will not be a condition of tenancy.
Agree that in the event that disagreements or difficulties arise that they are unable to resolve through open
and cooperative dialogue, they will seek assistance in resolving these conflicts from the Authority.
IN WITNESS WHEREOF, the parties have executed, or caused this agreement to be executed by their duly
authorized representatives, as of the date below written.
____________________________________________________________ ______________
Owner Contact, Title: Date
Owner Name:
Phone Number:
____________________________________________________________ ______________
Property Management Agency Contact, Title: Date
Property Management Agency Name:
Phone Number:
____________________________________________________________ ______________
Lead Referral Agency Contact, Title: Date
Lead Referral Agency Name:
Phone Number:
____________________________________________________________ ______________
Services Partner Agency Contact, Title: Date
Services Partner Agency Name:
Phone Number:
Development Name Page 9 2012 SH Plan