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