Housing Development Forms, Documents, Policies & Guidelines
General Forms
Checklists
Construction Forms
Notice of Intent to Solicit Bids
Payment Application Form
Notice to Proceed Checklist
General Contractor Questionnaire for Dept of Industrial Relations Registration
Retention Release Checklist
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)
MOHCD 9pct Rubric and CDLAC Tiebreaker Calculator (April 12, 2022)
Loan Terms
Application for Article 34 Authority- Instructions
Ground Lease Policy (Effective August 21, 2015)
Underwriting Guidelines (Updated June 17, 2019)
Commercial Underwriting Guidelines (Effective February 2, 2018)
Subordination Policy
Operating Fee Policy (Effective April 1, 2016)
Residual Receipt Policy (Effective April 1, 2016)
Cash Out Acquisition/Rehabilitation, Resyndication and Refinancing Policy(Effective June 19, 2020)
Developer Fee
- Tax Credit Developer Fee Policy (Effective October 16, 2020)
Non-Tax Credit Developer Fee Policy (Effective November 2, 2007)
Architecture/Design
Revised A&E Basic Services Fee Guidelines (Effective March 2, 2015)
Introductory Letter to A&E Basic Services Guidelines
Bicycle Parking Policy
Multifamily Securities Program
Preservation and Seismic Safety Program (PASS)
- Preservation and Seismic Safety Program Regulations (Effective March 2019)
- PASS/MOHCD Proforma (Dropbox Link)
Small Sites Program (SSP)
Underwriting Guidelines (Effective December 1, 2017)
Small Site Marketing and Leasing Manual (Effective May 24, 2021)
Small Sites Group Housing Marketing Procedures
Small Sites Marketing Plan Template
Small Sites Resident Selection Criteria Template
Small Sites Waitlist Rent Roll
Small Sites Lease Template