INFO PAGE
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
Construction forms
- Notice of Intent to Solicit Bids (Word) (Revised December 18, 2023)
- Payment Application Form (Word)
- Notice to Proceed Checklist (Word) (Revised November 9, 2023)
- General Contractor Questionnaire for Dept of Industrial Relations Registration (Word)
- Retention Release Checklist (Word) (Updated February 6, 2023)
Disbursement forms
Miscellaneous forms
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 Fees Policy (PDF) (Effective November 15, 2024)
- Residual Receipt Policy (PDF) (Updated February 19, 2021)
- 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) (Public comment closed July 25, 2022)
- Housing Preservation Program Guidelines Redline Draft (PDF) (Public comment closed July 25, 2022)
- MOHCD HPP Project Intake Form Draft (Excel) (Public comment closed 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)
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)