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Insika Atlas · Texas

Texas
9% LIHTC Atlas

The Texas 9% deal, from site to Form 8609: 13 milestones in order, each opening to its tasks, actions, proof packages and documents — what to do, why it matters, what proves it, and the rule it comes from.

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In production. One email when it goes on sale — nothing else.

The Texas 9% Atlas: milestones in order, each with one line of executive truth and its guide
The Texas Atlas as a reader sees it: the milestones in order; each opens to its guide.
The pathway

13 milestones, from site to Form 8609.

Each milestone opens to its tasks, each task to its actions and the proof package it must produce. One line of each milestone's executive truth, as the edition reads today.

  1. Deal Intake, Site Selection & Feasibility BaselineThis stage decides whether a possible Texas development deserves the cost of full diligence.
  2. Predevelopment, Entitlements & Third-Party ProofThis stage decides whether the selected Texas site is supported by usable professional work and a coherent entitlement path.
  3. 9% Application Assembly, Scoring & SubmissionThis stage turns a competitive development into the exact Texas filing on which eligibility and score will be judged.
  4. Award, Commitment & Conditions ClearanceThis stage turns a Texas award into an accepted Commitment that the team can use for Carryover Allocation.
  5. Carryover AllocationThis stage preserves the credit allocation for a Texas development that will not receive Internal Revenue Service Form 8609 in its Commitment year.
  6. 10% TestThe 10% Test turns a sound cost story into a filing the Texas Department of Housing and Community Affairs can rely on.
  7. Construction Financing Closing & Start AuthorizationConstruction Financing Closing & Start Authorization turns a commercial closing into a Texas-ready start record.
  8. Construction Oversight & Quarterly ReportingConstruction Oversight & Quarterly Reporting decides whether Texas sees the same build the field and payment records show.
  9. Placed in Service & Completion EvidencePlaced in Service & Completion Evidence decides whether finished field work has become a supportable Texas closeout record.
  10. Cost Certification & LURA OriginationThe Land Use Restriction Agreement stage, Cost Certification & LURA Origination, decides whether a completed Texas development has one supportable final cost and affordability record.
  11. 8609 Issuance / Final Allocation8609 Issuance / Final Allocation decides whether the development leaves regulatory closeout with a verified building-level tax-form set and a settled capital handoff.
  12. Compliance OperationsCompliance Operations is where a completed Texas development proves that its promises still work in daily operation.
  13. Year 15 / DispositionYear 15 / Disposition decides which course the property may lawfully follow after long-term compliance.
Inside the edition

The guide, the Gantt and the calendar.

01

The guide

Every milestone, task, action, proof package and document of the Texas 9% deal, written to be read, not recited — what this task validates, why it matters, where it sits, what “done” looks like, the watchouts, and the requirement it comes from.

02

The Gantt

The deal in time: how long the work takes, and which waits sit with the agency, the lender or the municipality, not with you. A gate closes every milestone, and the Gantt shows what the gate needs before it opens.

03

The calendar

Texas's clocks — what starts each one, how long it runs, the condition it depends on and where the rule is written. The ones that decide a round, a reservation, a carryover, a placed-in-service date.

Who it is for

Developers, consultants and counsel who are responsible for knowing what a Texas 9% deal requires, and for being right about it. If a new project manager could run your next application from it without asking you twice, it did its job.

An edition is one state and one program. It is read on the web, signed in; it is not a PDF. $500 a year per edition, renews until cancelled; your subscription carries every update.

When it is on sale

One email when the Texas edition goes on sale. California 9% is on sale now.

Want the deal run, not only mapped?

Insika LIHTC OS plans the work from the Atlas and keeps the status true.