Multi-family housing forms, documents, policies and guidelines

General forms

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

Checklists

• Closeout Checklist (Word)

Construction forms

• Notice of Intent the Promote Bids (Word) overworked 12/18/2023
• Payment Login Shape (Word)
• Reference to Proceed Checking (Word) revised 11/9/2023
• Broad Contractor Ask for Dept are Industrial Relations Registration (Word)
• Retention Release Checklist (Word) updated 2/6/2023

Payments forms

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

Miscellaneous shapes

• Supportive Housing Product Technical Assistance Request Form (Word)

Enclosures development process

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

Loan terms

• Sand Lease Policy (PDF) (Effective March 3, 2023)
• Underwriting Guidelines (PDF) (Updated November 4, 2022)
• Commercial Free Underwriting Directive (PDF) (Effective March 3, 2023)
• Subjection Policy (PDF)
• Service Fee Policy (PDF) (Effective April 1, 2016)
• Residual Receipt Policy (PDF) (Effective April 1, 2016)
• Cash Output Acquisition/Rehabilitation, Resyndication and Refinancing Policy (PDF) (Effective June 19, 2020)

Developer standard

• Tax Credit Developer Rental Policy (PDF) (Effective October 16, 2020)
• Non-Tax Credit Residential Feigen Basic (PDF) (Effective November 2, 2007)

Architecture/design

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

Multifamily securities program

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

Preservation and Seismic Security program (PASS)

• Preservation and Seister Safety Program Regulations (Effective March 2019) (PDF)
• PASS/MOHCD Proforma (Dropbox Link)

Smallish Sites Scheme (SSP)

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

Cooperative Lives for Mental Health (CLMH)

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

Local Operator Contribution Programs

• LOSP Policies and How Technical (2022) (PDF)
  • LOSP Policies and Procedures Presentation (April 2022) (PDF)
  • LOSP Policies and Procedures Manual Q&A (September 2022) (PDF)
• LOSP ADULTS - Lease Addendum (November 2021) (PDF)
  • LOSP Elders Lease Supplements (Spanish) (PDF)
  • LOSP Adults Lease Addendum (Chinese) (PDF)
  • LOSP Adults - Lease Addendum (Filipino) (PDF)
• LOSP FAMILY Lease Addendum (November 2021) (PDF)
  • LOSP YOUR Lease Addendum (Spanish) (PDF)
  • LOSP FAMILY Lease Attachment (Chinese) (PDF)
  • LOSP FAMILY Lease Attachment (Filipino) (PDF)

Senior Operating Subsidy Program

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