Multi-family housing forms, documents, policies and guidelines

Forms

General forms

• Monthly Project Update Form (Excel)
• Chapter 79, Admin Code Prop I Sign Posting Instructions (Word)
• MOHCD Proforma Template
• Post Closing Report (Excel)

Checklists

• Closeout Checklist (Word)

Construction forms

• Notice of Intent to Solicit Bids (Word) revised 12/18/2023
• Payment Application Form (Word)
• Notice to Proceed Checklist (Word) revised 11/9/2023
• General Contractor Questionnaire for Dept of Industrial Relations Registration (Word)
• Retention Release Checklist (Word) updated 2/6/2023

Disbursement forms

• Disbursement Request Form (Word)
• Disbursement Tracking Sheet (Excel)

Miscellaneous forms

• Supportive Housing Development Technical Assistance Request Form (Word)

Policies and guidelines

Housing development process

• Detailed steps in the housing development process
• Entitlements in Era of SB35 Training for Affordable Housing Development Teams - Zoom Recording (April 1, 2020)
• MOHCD 9% Tax Credit Instructions (April 12, 2022) (PDF)
• MOHCD 9pct Rubric and CDLAC Tiebreaker Calculator (February 16, 2024) (Excel)

Loan terms

• Ground Lease Policy (PDF) (Effective March 3, 2023)
• Underwriting Guidelines (PDF) (Updated November 4, 2022)
• Commercial Space Underwriting Guidelines (PDF) (Effective March 3, 2023)
• Subordination Policy (PDF)
• Operating Fee Policy (PDF) (Effective April 1, 2016)
• Residual Receipt Policy (PDF) (Effective April 1, 2016)
• Cash Out Acquisition/Rehabilitation, Resyndication and Refinancing Policy (PDF) (Effective June 19, 2020)

Developer fee

• Tax Credit Developer Fee Policy (PDF) (Effective October 16, 2020)
• Non-Tax Credit Developer Fee Policy (PDF) (Effective November 2, 2007)

Architecture/design

• Revised A&E Basic Services Fee Guidelines (PDF) (Effective March 2, 2015)
• Introductory Letter to A&E Basic Services Guidelines (PDF)
• Bicycle Parking Policy (PDF)
• Communications Systems Standards

Multifamily securities program

• Multifamily Securities Program Manual (PDF) (updated November 2022)
  • See Exhibits

Preservation and Seismic Safety program (PASS)

• Preservation and Seismic Safety (PASS) Loan Program Regulations (Effective August, 2024)
• PASS/MOHCD Proforma (Dropbox Link)

Small Sites Program (SSP)

• Housing Preservation Program Guidelines Draft (PDF) (Accepting public comment through July 25, 2022)
• Housing Preservation Program Guidelines Redline Draft (PDF) (Accepting public comment through July 25, 2022)
• MOHCD HPP Project Intake Form Draft (Excel) (Accepting public comment through July 25, 2022)
• Underwriting Guidelines (PDF) (Effective February 2, 2018)
• Small Site Marketing and Leasing Manual (PDF) (Effective May 24, 2021)
• Small Sites Group Housing Marketing Procedures (PDF)
• Small Sites Marketing Plan Template (Word)
• Small Sites Resident Selection Criteria Template (Word)
• Small Sites Waitlist Rent Roll (Excel)
• Small Sites Lease Template (Word)

Cooperative Living for Mental Health (CLMH)

• Program Guidelines and Term Sheet (Effective July 2, 2021) (PDF)

Local Operating Subsidy Program

• LOSP Policies and Procedures Manual (August 2024) (PDF)
• LOSP ADULTS - Lease Addendum (November 2021) (PDF)
  • LOSP Adults Lease Addendum (Spanish) (PDF)
  • LOSP Adults Lease Addendum (Chinese) (PDF)
  • LOSP Adults - Lease Addendum (Filipino) (PDF)
• LOSP FAMILY Lease Addendum (November 2021) (PDF)
  • LOSP FAMILY Lease Addendum (Spanish) (PDF)
  • LOSP FAMILY Lease Addendum (Chinese) (PDF)
  • LOSP FAMILY Lease Addendum (Filipino) (PDF)

Senior Operating Subsidy Program

• SOS Policies and Procedures Manual (July 2023) (PDF)