Pricing and Marketing Inclusionary On-site or Off-site BMR Units

All units offered as a part of a project's Inclusionary Housing Program obligation through Planning Code 415 et. seq. must be priced and marketed through the Mayor's Office of Housing and Community Development. The pricing and marketing requirements of the Inclusionary Housing Program are described more fully in the City and County of San Francisco Inclusionary Affordable Housing Program Monitoring and Procedures Manual 2013.  Developers and their agents should be aware of the fact that fair and open accessibility to all eligible and targeted buyers or renters is very much a part of the community’s concerns and the City’s goals for the Inclusionary Housing Programs. Developers should select marketing agents who will be successful in representing the developer in this aspect.

All Inclusionary Housing Program units must be marketed and rented or sold at the same time as market rate units in the building or at the same time of any "off-site" principal project.  MOHCD recommends that the marketing process begin no later than 6 months prior to the receipt of the building’s first certificate of occupancy.  Please note that the process of pricing Inclusionary units and completing and reviewing a developer's marketing plan may take up to 60 days depending on the nature of the project.

(1) Document Review
Developers and their agents should review the following documents before beginning the pricing and marketing process.
(2) Pricing Request
Developers will complete and submit a pricing request, provided by MOHCD, with supplemental materials.
(3) Marketing Plan
Developers will complete and submit a marketing plan template provided by MOHCD with the pricing approval.
(4) Application Collection
Developers will collect applications and enter applicant information into an applicant tracking sheet provided by MOHCD. This list becomes the formal list for the lottery. 
(5) Lottery
MOHCD will hold a lottery for the units in partnership with the developer.
(6) Review Applications
Post-lottery, developers will review and approve BMR applications in partnership with MOHCD. 
 
  •  BMR Ownership Application Review Guidelines - Contact MOHCD for post-lottery lottery instructions.

  OR

(7) Lease Signing (Rental Program Only)

In the case of rental BMR units, developers must attach an Inclusionary Housing Program lease addendum to the lease for the BMR unit.  Click here for more information.