Mixed-Income Renter Recertification

Information for Inclusionary Property Managers and Leasing Agents

Every year, leasing agents must collect current income and asset information, and verify household size and occupancy status for all MOHCD mixed-income renters. This process is called recertification.

MOHCD recommends starting the process 120 days before the lease expires. This allows enough time to process the recertification, provide the required noticing time for any rent increases and sign a new 12-month lease.

You must be in compliance with annual recertifications in order to re-rent any mixed-income vacancies.

  1. Send households the FileBMR Recertification letter and PDF iconRecertification application.

  2. Review applications 

    1. Review all submitted documents.
    2. Complete the Review and Analysis (R&A) worksheet. Please contact Jackie Tsou (jackie.tsou@sfgov.org) for the latest R&A.
      • MOHCD allows the renter to earn up to 175% AMI, upon recertification.
    3. Upload any income-disqualified or marginal applications to MOHCD for review.
      1. Contact MOHCD’s asset manager for a secure link to upload the complete file, including R&A worksheet.
      2. You must get MOHCD's approval before disqualifying applicants for income or assets.
      3. You may not re-evaluate initial credit or criminal selection criteria. However, you can use approved resident selection criteria for any new household members.
  3. Handle disqualifications and appeals

    1. If tenants are disqualified, you must notify them by mail, email, and a phone call.
      1. You must offer a disqualified household 3 business days to appeal. An appeal must include a Letter of Explanation, along with all supporting documents.
      2. If tenants are disqualified for missing documents, you must issue a letter listing the missing documents. You must allow the tenant another 3 business days to send in the missing paperwork.
    2. You must allow 10 business days for MOHCD to review the appeal.
    3. If the recertification or the appeal is denied by MOHCD, you must give the household a 90-day non-renewal notice.
    4. The tenant must vacate by the end of the 90-day period.
  4. Sign new leases

    1. If the tenant is approved for recertification, they are now ready to sign a new lease.
    2. If you have changed any part of the lease form initially approved by MOHCD, you must inform MOHCD. These changes must be approved by MOHCD.
    3. You must attach the BMR Lease Acknowledgment. It must be signed by the tenant as an acknowledgement of the Procedures Manual.
    4. Keep the digital files for your records. MOHCD may conduct an audit of your tenant files.