California Tax Credit Allocation Committee

2016 Annual Owners Certification (AOC) Package

The 2016 Annual Owners Certification (AOC) package is now available.

In 2017, 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

2016 AOC Package Part I - Due March 20, 2017

There are 2 options for submitting the POP (choose only 1 option):

  1. Email the completed Excel POP forms to TCAC@treasurer.ca.gov
    1. Sending CTCAC a CD is no longer an option in 2017, if you are submitting forms for multiple projects (more than 20). Please send all POPs in one or multiple emails to TCAC@treasurer.ca.gov or;
  2. Only those projects with no computer access can submit a hard copy of the POP form(s) to the attention of: Tina Johnson at 915 Capitol Mall, Room 485, Sacramento, CA 95814.

2016 AOC Package Part II - Due May 15, 2017

There are 2 options for submitting the AOE and Lender Profile Forms (choose only 1 option):

  1. Email the completed Excel AOE and Lender Profile forms to TCAC@treasurer.ca.gov
    1. Sending CTCAC a CD is no longer an option in 2017, if you are submitting forms for multiple projects (more than 20). Please send all AOE and Lender Profile Forms in one or multiple emails to TCAC@treasurer.ca.gov or;
  2. Only those projects with no computer access can submit a hard copy of the AOE and Lender Profile forms to the attention of: Quang Le at 915 Capitol Mall, Room 485, Sacramento, CA 95814.

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

  • Part I: Tina Johnson at (916) 651-0344
  • Part II: Quang Le at (916) 651-3882
  • You can also call (916) 654-6340 to reach Elizabeth Gutierrez, Ammer Singh, or the front desk for general questions