INFO PAGE
Multi-family housing forms, documents, policies and guidelines
Project Forms and Guidance
General forms
Checklists
Construction forms and guidelines
- MOHCD Notice of Intent to Solicit Bids (Word) 2025 (updated September 2025)
- Notice to Proceed Checklist (Word) (revised November 9, 2023)
- MOHCD Retention Release Checklist (updated September 2025)
- MOHCD GC Questionnaire 2025 (updated September 2025)
- MOHCD OCII Escalation Policy (September 2025)
Disbursement forms
Miscellaneous forms
Policies and Guidelines
MOHCD/OCII Construction Cost Escalation Policy
To provide consistency across all projects in our respective affordable housing pipelines, and as part of our ongoing cost containment efforts, MOHCD and OCII are jointly agreeing to a standardized construction cost escalation rate across all projects being underwritten and presented for funding approval to the Citywide Affordable Housing Loan Committee. As of October 1, 2025, the rate of escalation is zero. MOHCD/OCII staff will review and update the rate quarterly based on market data and in consultation with the general contractor community. MOHCD/OCII Construction Cost Escalation Policy
MOHCD Local Business Enterprise Program Guide
MOHCD is pleased to announce that we have replaced our previous “MOHCD SBE Program Guide” with a new "MOHCD LBE Program Guide" in an effort to direct more professional services and construction contracting work to SF-based local small businesses (“LBE’s”) rather than also benefiting small businesses located elsewhere in California (“SBE’s”). The new Guide is more user-friendly to navigate, starting with Quick Start Guides that will give most interested parties all they need to know about LBE procurement, rather than having to read through the entire document to find relevant information.
Housing development process
- Detailed steps in the housing development process
- Entitlements in Era of SB35 Training for Affordable Housing Development Teams (April 1, 2020) (Zoom Recording)
- MOHCD 9% Tax Credit Instructions (September 11, 2025) (PDF)
- MOHCD 9pct Rubric (September 11, 2025) (Excel)
- Childcare Co-Location Process (September 15, 2025) (PDF)
Loan terms
- Ground Lease Policy (PDF) (Effective March 3, 2023)
- Underwriting Guidelines (PDF) (Updated September 19, 2025)
- Commercial Space Underwriting Guidelines (PDF) (Effective March 3, 2023)
- Subordination Policy (PDF)
- Operating Fees Policy (PDF) (Effective November 15, 2024)
- Residual Receipt Policy (PDF) (Updated May 16, 2025)
- 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)
- 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)
- Proforma: see PASS/MOHCD Proforma
- Small Sites Scoring Rubric Template (Excel)
- Small Sites Program Guidelines (PDF)
- Small Site Marketing and Leasing Manual (PDF)
- Tenant Selection Plan Policy (PDF)
- Tenant Screening Criteria Policy (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)
- Tenant Income Certification Form (PDF)
Cooperative Living for Mental Health (CLMH)
Supportive Living Preservation Program (SLPP)
Local Operating Subsidy Program
- LOSP Policies and Procedures Manual (August 2024) (PDF)
- LOSP ADULTS - Lease Addendum (November 2021) (PDF)
- LOSP FAMILY Lease Addendum (November 2021) (PDF)
Senior Operating Subsidy Program
- SOS Policies and Procedures Manual (July 2023) (PDF)
- List of Senior-Restricted Buildings - SOS and Non-SOS Projects (August 2025) (PDF)
- Senior Restricted Annual Monitoring Reporting Guide (August 2025) (PDF)
- Senior Restricted Annual Monitoring Report Data Preparation Tool (August 2025) (PDF)