Expectations of Inclusionary Rental Agents and/or Owners


Hello Managers or Owners of Inclusionary Housing Program BMR Rental Units,

If your building contains Inclusionary Housing Program Below Market Rate (BMR) Rental units, your BMR units are monitored by our office in cooperation with you.  

The 2013 Inclusionary Housing Program Monitoring and Procedures Manual clarifies a number of rules under the Inclusionary Housing Program, including renter recertification and building monitoring.  Please review sections III, IV and V of the 2013 Procedures Manual by visiting http://sf-moh.org/index.aspx?page=295.

To assist you in understanding your basic requirements under the Inclusionary Housing Program, please review the following information. 


Inclusionary Housing Rental Program Requirements 


(1)      Follow Marketing Guidelines for New Units

You must work through our office to rent your new BMR units. Please review the current pricing and marketing process (including an outreach plan, posting period and lottery) at the following link: http://sf-moh.org/index.aspx?page=309.

(2)      Follow Marketing Guidelines for Re-rental Units

You must work through our office to rent your vacant BMR units. Please review the current re-rental process (including a posting period and lottery) at the following link: http://www.sf-moh.org/index.aspx?page=131.

(3)      Attend Mandatory Rental Agent Training

We require that any rental agent reviewing applications for BMR applicants be trained by our office.  Please contact Ruth Lewis, Asset Manager, at ruth.lewis@sfgov.org   to register.

(4)      Annual Renter Recertification

We require that all BMR renters be recertified on an annual basis for continuing eligibility with the program.  Please review the following link as soon as possible to understand and implement the recertification program that is effective immediately:  http://www.sf-moh.org/index.aspx?page=1127.

(5)      Annual Building Monitoring Reports

We require that buildings complete annual reports that provide information on the current BMR units and tenants in terms of rent paid, recent recertification income levels of the tenants, etc.  The following link will be updated soon to include a sample of the annual monitoring report:  http://www.sf-moh.org/index.aspx?page=1127

(6)          Annual Rent Adjustment

You must adjust the rent amount of your current tenants on the lease anniversary date of each household.   Please visit http://www.sf-moh.org/index.aspx?page=1126 to review the current rent levels.  All projects will use the rent level “without utilities” except with permission from MOHCD to use a different level.  Please review the maximum income level for your specific building also at http://www.sf-moh.org/index.aspx?page=1126.

(7)      Maintenance of and Correction Back to Annual Leases

If your BMR tenants are not on an annual lease that commences with their initial move-in date, they must be changed to an annual lease that commences on the anniversary of such date.  The annual lease must not reflect new terms that significantly conflict with the original lease.  Please work with our office to make this adjustment, if needed.  We will confirm the initial lease date that we have on file.

(8)      Lease Addendums

All leases must include an Inclusionary Housing Program addendum that is provided by our office. Before renewing your annual leases or drafting a lease for a new, approved tenant, or before renewing the lease of a current tenant, please contact our office for a copy of the addendum that is specific to your project.  Please review general information about how to draft the lease addendum at http://www.sf-moh.org/index.aspx?page=1120.

(9)     Maintain Renter Files

You must follow the document organization rules laid out on our website and follow the document retention policies laid out in the Procedures Manual.

Your primary web source for information pertaining to your Inclusionary Housing Program BMR Rental units is http://www.sf-moh.org/index.aspx?page=1115.

Please contact Asset Manager, Ruth Lewis, at ruth.lewis@sfgov.org with any questions.

Thank you!

San Francisco Mayor’s Office of Housing and Community Development
1 South Van Ness Avenue, 5th Floor
San Francisco, CA 94103
(415) 701-5500