GHI FinalApplication6 14 11

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GHI FinalApplication6 14 11 Powered By Docstoc
					                           State of California
                             Governor
                         Edmund G. Brown Jr.


Governor's Homeless Initiative
Development Funding for Supportive Housing
       for the Chronic Homeless with
            Severe Mental Illness

                    APPLICATION FOR FUNDING

                      NOFA Issuance June 14, 2011




  ( ) Original or ( ) Duplicate                     Revised 6/14/11
                                                       Page 2 of 99




               State of California


Department of Housing and Community Development

            Department of Mental Health




                 Direct Correspondence to:

     Department of Housing and Community Development
              Division of Financial Assistance
               Multifamily Housing Program
                P.O. Box 952054, Room 460
            Sacramento, California 94252-2054
                1800 Third Street, Room 460
                Sacramento, California 95814


                Telephone: (916) 323-3178
                    Fax: (916) 445-0117
          Web Site: http://www.hcd.ca.gov/fa/mhp/
                                                                                                     Page 3 of 99
                                             General Instructions

Please use the following instructions and the Application Index for submitting your application.

        a. Application must be submitted in an appropriately sized, 3-ring binder with a sleeve on the spine for
           insertion of information.

        b. Use large lettered tabs and divide the binder into 7 sections: A, B, C, D, E,F, and G.

        c. In each section set up dividers with numbered tabs to correspond to the Application Index, page 11.
           Place completed forms and requested documents behind their corresponding tabs. The tabs must be
           securely affixed to the divider pages.

        d. For items that are not applicable to your application, place a sheet saying “Not Applicable” behind
           the tab corresponding to the item number.


In order to be considered for funding, applications must be on forms provided or approved by the Department
(Section 7318 of the MHP Regulations). Application forms must not be modified. The application may be
downloaded from web site: www.hcd.ca.gov/fa/mhp. The Department must receive a complete original
application, plus two copies. No facsimiles, late applications, incomplete applications, or application revisions
will be accepted. Applications must meet all eligibility requirements upon submission. Applications containing
material internal inconsistencies will not be rated and ranked. Applications will be accepted beginning at 8:00
A.M., August 3, 2011 and continue until such time that the Department has received what it determines to be a
sufficient number of Applications to reasonably use all funds currently available or until May 4, 2012, whichever
is sooner.


Applications shall be subject to two sets of regulations (the MHP-specific Regulations, which includes the new
Article 6 Supportive Housing Loans section, and the Uniform Multifamily Regulations [UMR]). Applications
are also subject to the applicable statutory requirements (including those of Proposition 46 and SB 1227 of
2002), and the requirements specified in the NOFA and the Attachments.


                                           Disclosure of Application

Information provided in this application will become a public record available for review by the public pursuant
to the Public Records Act. As such, any materials provided will be disclosable to any person making a public
records request. As such, we caution you to use discretion in providing us with information that is not
specifically requested, including but not limited to, bank account numbers, personal phone numbers and home
addresses. By providing this information to the Department, the sponsor is waiving any claim of confidentiality
and consents to the disclosure of all submitted material upon request.
                                                                                                               Page 4 of 99
                                               Section A Instructions

Item A 1 - Attach the Application Index and Application Item Checklist .
            In addition to completion of the pertinent table(s), be sure to mark answers to questions #2 on page 14, #9
            on page 15, and question #11 on page 18.

Item A 2 - Attach the Eligibility Criteria Section (pages 14 through 18).

Item A 3- Attach a narrative description of the proposed development. The narrative must be organized into titled
sections as indicated below:

                     1. Type of development (rehabilitation, new construction, etc.) and any significant design features
                        (subterranean garage, hillside development, scattered sites, etc.) that affect feasibility and
                        project cost.
                     2. Development experience of Sponsor. Describe roles, responsibilities and experience of Sponsor
                        and other entities that will be involved in project development and operations. For each entity
                        applying for development experience consideration, the narrative must specify both the
                        development responsibilities and ongoing operational responsibilities in the proposed project.

                     3. If your project contains units that are not reserved for the Target Population or other eligible
                        Special Needs Populations describe the target population for these units in terms of income and
                        household size. Please reference the description of the GHI Target Population in the Notice of
                        Funding Availability (NOFA) issued June 14, 2011 and the explanation of the GHI Target
                        Population and eligible Special Needs Populations that begins on page 33 of this Application.
                        Also, describe the services you propose to provide for these tenants, if any. (The target
                        population and services to be provided for Target Population and Special Needs Population
                        units will be described in Item B 17.)
                     4. Any particular issues associated with development and how they will be addressed, including
                        but not limited to:
                                 - relocation requirements
                                 - environmental issues (hazardous materials, noise, flood plain, etc.)
                                 - historic considerations
                                 - Article XXXIV of the State Constitution
                     5. Ultimate form of ownership organization. If there are multiple partners or affiliate
                        organizations, explain the role of each entity.
                     6. Current status of land ownership and how ownership will be held at project completion.
                     7. Describe the neighborhood and public transportation, shopping, medical services, public
                        recreation, schools, public parks, Job Center and other amenities (marked on the Scaled
                        Distance Map-Item B 14), particularly services that meet the needs of the target tenant
                        population. A Job Center is a concentration of employment opportunities reasonably available
                        to the tenants of the Project and will be located within one mile of the Project.

Item A 4 - Fill out, sign and attach the form Applicant Certification and Commitment of Responsibility (page 19 of the
application).

Item A 5 - Fill out, sign and attach the form No Defaults Statement (page 20 of the application).

                                               Section B Instructions
Item B 1 - Complete and attach the Project Description Form (pages 22-24 of the application).
Item B 2 - Complete and attach the Sponsor Information Form (pages 25 and 26 of the application).
                                                                                                                Page 5 of 99
Item B 3 - Reserved for Future Use.
Item B 4 - Attach a copy of the Relocation Plan, if available, or a Preliminary Relocation Plan and budget which
identifies the number of units affected and sources of funds for relocation.
Item B 5 - Submit a narrative detailing any proposed Tenant Selection Criteria, and describe the rationale for these
limits. Attach the Tenant Selection Plan as set forth in UMR Section 8305 , if available.
Item B 6 - Submit the Organizational Documents of the Sponsor, and the ultimate Borrower entity if formed, as
applicable to the type of entity(ies):
            ·   Certified copies of the Articles of Incorporation      ·   Partnership Agreements
            ·   By-Laws                                                ·   LP-1 and/or LP-2
            ·   Secretary of State Certificate of Good Standing        ·   Joint Venture Agreements
            ·   Certificate of Incorporation                           ·   Articles of Organization
            ·   Evidence of 501(c)(3) status                           ·   Operating Agreement

Item B 7 - Identities of Interest Disclosure. Submit a narrative identifying any persons or entities, including affiliated
entities, that will provide goods or services to the project either: a) in more than one capacity; b) that qualify as a
“Related Party” to any person or entity that will provide goods or services to the project, using TCAC’s definition of
“Related Party” (see Section 10302 of TCAC’s regulations available online at
http://www.treasurer.ca.gov/CTCAC/ctcac.htm).

Item B 8 – Submit a narrative description of your organization’s experience relevant to owning and developing
affordable rental housing. For each entity applying for development experience consideration, the narrative must
include information confirming the roles and responsibilities of that entity in the projects submitted to meet program
requirements and/or to receive points under Item D 3. Qualifying entities must have had primary responsibility for
development oversight in each project submitted for consideration.

The Department will evaluate all sponsors, including the roles of any general partner(s) in a limited partnership,
to determine if the sponsor's roles and responsibilities and benefits in the project development and operations
are commensurate with activities normally undertaken or controlled by project developers and owners. The
sponsor will be reviewed to determine if adequate staffing levels exist to undertake and complete the project.
This criteria will be applied in evaluating Sponsor experience for the purpose of eligibility threshold experience
and awarding points.
NOTE:       If the Sponsor is a joint venture and qualifies as an eligible Sponsor based on the experience of only one
            joint venture partner, that partner must have a controlling interest in the joint venture and a substantial and
            continuing role in the project's on-going operations, as evidenced in the documents governing the joint
            venture and included in Item B 6.

Item B 9 - Attach a copy of the document that provides evidence of site control as identified in Site Control
Requirements (number 11 of Eligibility Criteria on page 18).

Item B 10 - Attach a current preliminary (title) report (dated no more than six months before the application due date)
documenting that the entity conveying interest in the property holds title to the property.

Item B 11 - Attach the Governing Board Resolution from the Sponsor (unless the Sponsor is an individual) using one of
the Sample Resolutions provided as a guide. (Use the Sample, appropriate for the organizational structure of the
Sponsor, provided on pages 27 through 32 of the application).
Item B 12 - Attach a list of the names of officers and board members of the Sponsor's governing body.
Item B 13 - Attach all available Phase I or II Environmental Site Assessment Reports with any follow-up analysis (e.g.,
asbestos or lead based paint analysis, soils report, acoustical/noise study) or information on mitigation completed. It is
NOT necessary to include a copy of the Database Records Search section of the Assessment.
                                                                                                               Page 6 of 99
Item B 14 - Attach the following maps:
         a. A Parcel Map which clearly indicates the location of the site and,
         b. A Scaled Distance Map showing the location of the project site and the location of the following amenities
            within a two mile radius of the site:
            ·   public transportation                    ·   public recreation
            ·   shopping                                 ·   public parks
            ·   medical services                         ·   Job Center
            ·   schools                                  ·   other services (in relation to the needs of the
                                                             project's tenants)

NOTE:       Map(s) must include information relative to Adaptive Reuse, Infill or Proximity to Site Amenity as per Item
            D 7 Scoring Sheet in order to obtain points in that scoring category. More than one scaled distance map
            may be submitted.


Item B 15 - Attach evidence of Article XXXIV of the State Constitution compliance, or its inapplicability.

    a.      Does the locality have sufficient Article XXXIV Authority to accommodate the project?
            If yes, attach a copy of the document providing Authority.
    b.      If Article XXXIV Authority does not exist, submit a legal opinion letter explaining how the project
            complies with Article XXXIV requirements.
    c.      The number of Assisted Units shall equal the number of Restricted Units to the extent allowed by the
            requirements of Article XXXIV (Section 8304(c) of the Uniform Multifamily Housing Regulations).

Item B 16 - GHI Supportive Housing project Sponsors must complete and attach the GHI Supportive Housing Project
Plan Checklist. Please see the description of Governor's Homeless Initiative (GHI) Supportive Housing Projects on
page 33.

Item B 17 - GHI Supportive Housing project Sponsors must complete and attach the Supportive Housing Project Plan
(Plan). See Item B 17 for complete instructions on how to complete the Plan.



                                               Section C Instructions

Item C 1 – Complete and attach the Local Approvals and Zoning/Land Use form (page 51 of the application).


Item C 2 - Complete and attach the Development Timetable (page 52 of the application).

Item C 3 – Complete and attach the Worksheet to Determine Maximum Allowable Loan Amount (page 53 of the
application).

Item C 4 – Complete and attach the Loan Limit Worksheet (page 54 of the application).
                                                                                                             Page 7 of 99
Item C 5 - Complete and attach the Shared Cost Calculation Worksheet (page 55 of the application).
Item C 6 – Complete and attach the MHP Loan Amount Calculation Worksheet (page 56 of the application).
Item C 7- Complete and attach Project Financing (Sources of Funds) forms for both Construction and Permanent
financing and rental/operating subsidy, which provides a description of all construction and permanent financing
sources. Attach evidence of commitment status.
NOTE:       To receive points in Point Categories A and B of Item D 6 Scoring Sheet, evidence of commitment
            status for development funding (rental subsidies need not be committed for the purpose of point
            awards) must be documented as follows:
            Attach to Item C 7 copies of enforceable loan commitment letters (not interest letters) or, where available,
            grant awards, subsidy contracts or loan documents. Financing commitments must contain the following
            information:
                a.     The Sponsor or the ultimate owner is named as the borrower;
                b.     The project name;
                c.     The project site's address, assessor's parcel number, or legal description;
                d.     The amount, interest rate and terms of the financing being committed; and
                e.     The commitment must be fully executed by all parties.
            To receive points, deferred-payment financing, grants, and subsidies must be committed in accordance with
            TCAC requirements and are subject to the same exceptions as allowed by TCAC Regulations in Section
            10325(e)(8)(E)(F). These exceptions include: (1) the Affordable Housing Program (AHP) provided by a
            program of the Federal Home Loan Bank; (2) RHS Section 514, 515, or 538 programs; (3) California
            Housing Finance Agency’s Proposition 1A School Facility Fee Reimbursement Program: (4) the
            Department of Housing and Urban Development’s Supportive Housing Program (SHP); (5) the California
            Department of Mental Health’s Supportive Housing Initiative Act Program (SHIA); or (6) projects that
            have received a Reservation of HOME funds from the applicable Participating Jurisdiction.

Also attach any existing tax credit purchase offer or letter of interest.
Item C 8- Complete and attach the Development Budget (page 60 of the application).
NOTE:       Developer fees included in the Development Budget must be calculated in accordance with UMR Section
            8312. To assist applicants in determining developer fees, the bottom of page 60 contains two developer fee
            worksheets. Worksheet #1 is for tax credit projects and worksheet #2 is for non-tax credit projects. These
            worksheets are provided to assist you in determining the amount of developer fee which may be paid from
            funding sources, deferred fees which may be taken as a priority payment from cash flow, and the portion of
            the developer fee which must be taken from allowable distributions, pursuant to UMR Section 8314. The
            worksheets are provided only as tools, and you are not required to complete a worksheet and you do
            not need to include the worksheets with your application.

Item C 9 - Complete and attach the Unit Mix and Income Information form (pages 61 and 62 of the application). For
low income units, identify both the income level and source of the restriction in column (g) (e.g., MHP 'A', MHP 'B', or
MHP 'C', TCAC 60% AMI, etc).
NOTE: Pursuant to UMR Section 8304 , units restricted to the lowest income groups cannot be disproportionately
concentrated among the smaller units or differ in amenity level.
Item C 10 - Complete and attach the First Year Operating Budget and Cash Flow Analysis (page 63 of the
application) .
Item C 11 - Complete and attach the 15 -Year Pro Forma showing all revenue and expense projections using the
underwriting assumptions set forth in UMR Section 8310. Item C 11 (page 64 of the application) provides an
example of a pro forma format. The Department will accept a similar format using at least the same level of detail.
                                                                                                                Page 8 of 99
NOTE:       Projects dependent upon HUD Section 8 subsidies or other similar rent subsidies must demonstrate
            financial feasibility in the event such subsidies become unavailable -- while retaining the very low rents for
            a period of two years. A transition reserve account may be required for this purpose. (Section 7312(f)(2) of
            the MHP Regulations).

Item C 12 - Service Coordination. The reasonable cost of on-site service coordination may be paid in the operating
budget of Department approved GHI Supportive Housing projects. However, service coordinators may not directly
deliver services, nor may they perform unrelated administrative duties or act as the Recreational or Activities Director
for the project. To the extent a full-time service coordinator position is not funded as a project operating expense, the
same staff person could be funded from other sources to undertake non-service coordinator job functions. Supportive
services costs other than on-site supportive services coordination are not allowed as operating expenses. The total
operating expense minimums specifically listed in California Code of Regulations, Title 4, Section 10327 must be met
exclusive of the cost of on-site supportive services coordination and property taxes.


Item C 13 - For new construction projects, attach the Budgeted Cost Estimate based on State Prevailing Wages.
Provide the name, phone number and qualifications of the person who prepared this estimate and a description of the
method used to determine the estimates on a separate page.


Item C 14 - Appraisal and Market Studies. Market Studies are required for projects where a bond allocation will be
needed. Appraisals are required for projects utilizing CalHFA funding or if needed for Leverage scoring points (Item
D5). Market Studies are required if needed to obtain points in Item D 2 scoring option D. Market Studies or
alternative market data reporting as approved by the State will be required in all projects where the State deems the
attainability of the proposed rents may be at issue. The State's experience indicates rent attainability is an issue in many
Supportive Housing Projects. Please contact your State Representative to help determine if market data will be required
for your project. Market Studies must be performed in accordance with the TCAC Market Study Guidelines published
March 31, 2004.

Item C 15 - Attach copies of planning approvals; variances; conditional use permits; density bonuses; and describe any
easements, deed restrictions or Covenants, Conditions and Restrictions (CC&R) that could restrict use.


Item C 16 - Attach copies of resumes or statement of qualifications for the project contractor and architect with a
description of all previous participation, if available.

Item C 17 - Attach copies of the Schematic Drawings of the site plan, floor plans, and building elevations, if available.



Item C 18 - For rehabilitation projects, Description of Current Condition of the structure(s) and a general description
of the overall scope of work. Include a discussion of any proposed modification to the unit configurations, unit mix,
need for seismic retrofit, or modifications in use (e.g., commercial/tourist hotel to SRO or studio apartments). Provide
copies of any available consultant reports, such as Capital Needs Assessment, Physical Needs Assessment, Replacement
Reserve Study, Feasibility Studies.
                                                                                                             Page 9 of 99
NOTE:       For all projects involving rehabilitation of existing structures, regardless of the extent of the planned
            construction work, the Department requires the completion of a Physical Needs Assessment by a qualified
            independent third party contractor, prior to start of construction.



Item C 19 - For rehabilitation projects, Provide a detailed proposed Scope of Work with line item estimate of
rehabilitation costs. List the name, phone number and qualifications of the person who prepared this estimate and
describe the method used to determine the figures.


Item C 20 - For rehabilitation projects, Attach a copy of the Current Rent Roll and tenant income and household size
information, submit by unit.

Item C 21- Attach Utility Allowance Estimates provided by either 1) a letter from the Housing Authority and the Utility
Allowance Schedule as provided by the respective county Housing Authority, or 2) a utility allowance schedule printed
from the Housing Authority's official website (the date of printing must be included on the print out). Sponsor must
indicate which components of the utility allowance schedule apply to the project.
Item C 22 - Attach a copy of the Letter Submitted to the Legislative Body of the local government, i.e., city or county,
in which the project site is located, notifying them of the Sponsor’s MHP application for funds.
Item C 23 - Operating Expense Comparables. Submit a minimum of three comparables for the most recent two years.
To the extent possible, the Operating Expense Comparables should be from other Supportive Housing or Special Needs
projects of similar design and similar tenant population. If the tenant mix is not 100% Supportive Housing, the tenant
mix should be as similar as possible to the subject project.

                                                Section D Instructions

Section D contains the application Scoring Sheets (Items D 1 through D 9).

Each Item contains specific instructions on how to obtain scoring points and the documentation required.


Please refer to the Item D pages for instructions and call one of the Loan Officers listed on the Contacts
page if you have any questions.

                                                Section E Instructions

Section E lists the additional items needed specific to projects if applying for CalHFA financing. If applying for
CalHFA financing, please be sure to indicate in the Checklist of Additional Items Required by CalHFA, Item E 1, the
items being submitted. In your binder, please tab the individual items to correspond with the numbers associated with
each item. It is suggested that these items be placed in a separate binder.


                                                Section F Instructions

Section F includes the Special Funding for Capitalized Rent Subsidies Worksheet. Please complete the worksheet as
instructed in that section.

                                                Section G Instructions

Section G contains an application summary along with some additional information which must be fully completed and
submitted as part of the application.
                                                                  Page 10 of 99


                   Section A

Item
A 1.   Application Index and Application Item Checklist
A 2.   Eligibility Criteria
A 3.   Narrative Description of Project
A 4.   Applicant Certification and Commitment of Responsibility
A 5.   No Defaults Statement
                                                                                                      Page 11 of 99
                                                     Item A 1
              APPLICATION INDEX AND APPLICATION ITEM CHECKLIST
                                 (Must be completed and submitted with application)

Sponsor is to specify that each item is either Included or Not Applicable.

Section A.

  Included/
Not applicable     Item
                   A 1.    Application Index and Application Item Checklist
                   A 2.    Eligibility Criteria (pages 14 through 17)
                   A 3.    Narrative Description of Project
                   A 4.    Applicant Certification and Commitment of Responsibility
                   A 5.    No Defaults Statement

Section B. MHP Threshold Information

  Included/
Not applicable     Item
                   B 1.    Project Description Form
                   B 2.    Sponsor Information Form
                   B 3.    Reserved for Future Use
                   B 4.    Relocation Plan or Preliminary Relocation Plan
                   B 5.    Tenant Selection Criteria
                   B 6.    Organizational Documents of Sponsor
                   B 7.    Identities of Interest Disclosure
                   B 8.    Organization's Experience
                   B 9.    Evidence of Site Control
                   B 10.   Current Preliminary (Title) Report
                   B 11.   Governing Board Resolution
                   B 12.   Names of Officers and Board Members
                   B 13.   Environmental Reports
                   B 14.   Scaled Distance Map and Parcel Map
                   B 15.   Evidence of Article XXXIV Compliance
                   B 16.   Governor's Homeless Initiative Supportive Housing Project Plan Checklist
                   B 17.   Governor's Homeless Initiative Supportive Housing Project Plan

Section C. Project Feasibility


  Included/
Not applicable     Item
                   C 1.    Local Approvals and Zoning/Land Use
                   C 2.    Development Timetable
                                                                                                        Page 12 of 99
Sponsor is to specify that each item is either Included or Not Applicable.


  Included/
Not applicable     Item
                   C 3.    Worksheet to Determine Maximum Allowable Loan Amount
                   C 4.    Loan Limit Worksheet
                   C 5.    Shared Cost Calculation Worksheet
                   C 6.    MHP Loan Amount Calculation Worksheet
                   C 7.    Project Financing (Sources of Funds)
                   C 7.    Enforceable Commitment Letter(s)
                   C 8.    Development Budget
                   C 9.    Unit Mix and Income Information
                   C 10.   First Year Operating Budget and Cash Flow Analysis
                   C 11.   15 Year Pro Forma
     N/A           C 12.   Documentation Justifying On-Site Services Coordination
                   C 13.   Estimate of Unit Construction Costs Based on Prevailing Wage
                   C 14.   Appraisal and Market Study
                   C 15.   Copies of Planning Approvals
                   C 16.   Copies of Resumes of the Project Contractor And Architect
                   C 17.   Copies of Schematic Drawings
                   C 18.   Description of Current Condition-rehabilitation projects only
                   C 19.   Scope of Work-rehabilitation projects only
                   C 20.   Current Rent Roll-rehabilitation projects only
                   C 21.   Utility Allowance Estimates
                   C 22.   Copy of Letter to Local Government
                   C 23.   Operating Expense Comparables

Section D. Rating and Ranking Criteria

  Included/
Not applicable     Item
                   D 1.    Scoring Sheet - Extent Project Serves Households at the Lowest Income Levels
                   D 2.    Scoring Sheet - Extent Project Addresses the Most Serious Identified Local Housing Needs
                   D 2.         Letter from City or County
                   D 2.         Letter from department of local government
                   D 2.         Attachment to Scoring Sheet - Comparable Market Rental Data Forms
                   D 2.         Third Party Market Study attached as Item C 14
                   D 3.    Scoring Sheets - Development and Ownership Experience of the Project Sponsor,
                   D 3.          Attachment to Scoring Sheet -Development and Ownership Experience
                                 Certification, and Appropriate Schedule(s)
                   D 4.    Scoring Sheet -Percentage of Units for Families, Supportive Housing or Special Needs
                           Populations, or Special Needs Populations and "At-Risk" Rental Housing Developments
                   D 4.          Attachment to Scoring Sheet - Checklist for "At-Risk" of Conversion,
                                 and "At-Risk" of Conversion Supporting Documentation
                                                                                                       Page 13 of 99
Sponsor is to specify that each item is either Included or Not Applicable.

  Included/
Not applicable     Item
                   D 5.    Scoring Sheet - Leverage of Other Funds
                   D 5.          Current Appraisal - attached as Item C14.
                   D 6.    Scoring Sheet - Project Readiness
                   D 6.          Enforceable commitments attached as Item C 7
                                 Attachment to Scoring Sheet -Local Jurisdiction Verification of Project
                   D 6.
                                 Readiness
                   D 6.          Documents evidencing title and/or leasehold attached as
                               Item(s) B 9 and B 10
                   D 6.          Letter from Project architect.
                   D 7.    Scoring Sheet - Adaptive Reuse, Infill, or Proximity to Site Amenity
                   D 7.          Narrative describing the Project and area.
                   D 7.          Scaled distance map attached as Item B 14
                   D 8.    Scoring Sheet - Negative Point Calculation Form-To be Completed by Department Staff -
                           Informational Only
                   D 9.    Scoring Sheet - Total Ranking Points Earned


Section E. Summary Sheets


  Included/
Not applicable     Item
                    E 1.   Application Summary
                    E 1.   Application Summary - Co-Sponsor
                    E 2.   Funding by Activity
                    E 3.   Other Funding Sources
                    E 4.   Project Information
                    E 5.   Unit Information
                    E 6.   Legislative Representatives
                    E 7.   Special Needs Populations
                                                                                                     Page 14 of 99

                                                       Item A 2
                                               Eligibility Criteria

The following provides a summary of the eligibility requirements for the GHI Program. Only projects able to
demonstrate all the requirements specified in the GHI Supportive Housing NOFA dated June 14, 2011 shall be
eligible. Projects must also document all the requirements specified in Items B 16 and B 17. The eligibility
criteria listed in this section contain references to Items which must be submitted with the GHI application. Please
refer to the Instructions section of this application for specific details on the documentation required in each Item
number.

Proposed projects are eligible only if:

        1. Other development funding sources are insufficient to cover project development costs. (See Item C 3,
           Worksheet to Determine Maximum Allowable Loan Amount ).

        2. At the time of the application submission date, the construction or rehabilitation work has not commenced,
           except for emergency repairs to existing structures required to eliminate hazards or threats to health and
           safety (Section 7302 (a) of the MHP Regulations).
                       Does the Project meet these conditions?              Yes               No
        3. The GHI Application is complete pursuant to Sections 7318 and 7320(a)(4) of the MHP Regulations.
           Applicants must complete and submit the Application Index and Application Item Checklist .

        4. The project site is free from severe adverse environmental conditions, such as the presence of toxic waste
           that is economically infeasible to remove, pursuant to the MHP Regulations Section 7320 (a)(6) .
           (Document in Item B 13 all available Phase I or II Environmental Site Assessment Reports with any
           follow-up analysis (e.g., asbestos or lead based paint analysis or information on mitigation completed).


        5. In relation to the needs of the project tenants, the project site is reasonably accessible to public
           transportation, shopping, medical services, recreation, schools, and employment, pursuant to Section 7320
           (a)(7) of the MHP Regulations . (Document in Item B 14)

        6. The number of Assisted Units shall equal the number of Restricted Units to the extent allowed by the
           requirements of Article XXXIV of the California Constitution (Health and Safety Code Section 37000).
           (Document in Item B 15 Evidence of Article XXXIV of the State Constitution compliance or its
           inapplicability).
        7. Proposed projects involving new construction and requiring the demolition of existing residential Units are
           eligible only if the number of bedrooms in the new Project is at least equal to the total number of
           bedrooms in the demolished structures.
           NOTE: The new Units may exist on separate parcels provided all parcels are part of the same rental
           housing development (with common ownership, financing and management). In order to receive State
           approval as a scattered site project, all sites in the project must be subject to similar tenant selection
           procedures, rent restrictions, special needs groups to be served, and services to be provided. The sites will
           usually be contiguous or in a close proximity to one another.
                                                                                                         Page 15 of 99
Relocation Eligibility Requirements – UMR Section 8302 and Section 7315 of the MHP Regulations:

        8. Prior to funding, the sponsor will be required to comply with the relocation requirements set forth in
           Section 7315 of the MHP Regulations .

        9. Will the project require tenants to vacate their units for any period of time; result in a rent increase; reduce
           the number of units; or otherwise trigger federal or state relocation requirements?

                                                                                                   Yes        No




           (If yes, attach as Item B 4, a copy of the Relocation Plan, if available or a Preliminary Relocation Plan and
           budget which identifies the number of units affected and sources of funds for relocation).

Housing Development Experience - MHP Regulation Section 7303[c]

       10. Threshold Eligibility Experience
           In order to be eligible for MHP funding, a Project Sponsor (*see next page) must demonstrate experience
           relevant to developing and owning one affordable rental housing project. There is no minimum number of
           dwelling units needed to meet this threshold eligibility requirement. For the purpose of determining
           eligibility, developing and owning a small shared housing project may be counted. (Please note, however,
           project sponsors must demonstrate experience with projects containing 5 or more units to score points in
           Item D 3 and to meet supportive housing requirements in Item B 17. Bedrooms in a single-family house
           or apartment do not count as units of housing for these purposes.)




           Primary Method of Demonstrating Threshold Eligibility Experience
           A Project Sponsor can demonstrate experience based on organizational or staff experience as follows:
           • Project Sponsor, or an affiliated entity or partner, has successfully developed and owned an affordable
           rental housing project. An affiliated entity of the Project Sponsor is defined for these purposes as an entity
           that is under common control with the Project Sponsor.
           • Staff or principal employed by Project Sponsor, or an affiliated entity or partner, that has successfully
           developed and owned an affordable rental housing project. In order for this experience to qualify, the staff
           or principal must be the project manager and have comprehensive development responsibilities for the
           proposed Project. (Experience of Board members of the Project Sponsor or an affiliated entity or partner
           does not qualify under this provision unless they are also staff or principals as defined above.)


Project Sponsors using the Primary Method for Demonstrating Threshold Eligibility should complete the table below:

Qualifying Entity:

  Project Name and Address           Subsidy Source           Qualifying Entity             Qualified Entity Owned
                                     (Including Tax             Responsible for            Project at Completion Date
                                        Credits)                Comprehensive                   (Indicate yes/no)
                                                                 Development
                                                           Responsibilities of Project
                                                               (Indicate yes/no)
                                                                                                       Page 16 of 99



           * "Sponsor" means the legal entity or combination of legal entities with continuing control
           of the Rental Housing Development. Where the borrowing entity is or will be organized as a
           limited partnership, Sponsor includes the general partner or general partners who have
           effective control over the operation of the partnership, or, if the general partner is controlled
           by another entity, the controlling entity. Sponsor does not include the seller of the property
           to be developed as the Project, unless the seller will retain control of the Project for the
           period of time necessary to ensure Project feasibility as determined by the Department.


Alternative Method of Demonstrating Threshold Eligibility Experience
GHI Supportive Housing Sponsors may establish threshold eligibility using the Primary Method described above or
this Alternative Method. To qualify for the Alternative Method, at least 70% of the Project Units must be reserved for
the Target Population, or the Target Population and Special Needs Populations (and the Project must have met
threshold requirements that qualify it as a GHI Supportive Housing Project).

The Alternative Method of Demonstrating Threshold Eligibility is designed to accommodate the differing ways
Supportive Housing projects are sometimes developed and owned. It allows Project Sponsors to submit different
projects for development experience and ownership experience. It also allows the Project Sponsor to substitute the
development experience of a contracted developer or development consultant for its own and expands the criteria for
ownership by including "operation" experience as a replacement for ownership. (For these purposes, operation means
controlling a property under a long-term lease or other arrangement that involves all the responsibilities
commensurate with ownership.)



Under this method of demonstrating threshold eligibility, the Project Sponsor may qualify for development experience
by contracting with a developer or development consultant, provided that the Project Sponsor has contracted with the
developer or development consultant for comprehensive development services. Comprehensive development services
include: financial packaging, selection of other consultants, selection of the constructions contract and property
management agent, oversight of architectural design, construction management, and other major aspects of the
development process.



Under this Alternative Method, the Project Sponsor may substitute operation experience for ownership experience, as
long as the roles and responsibilities of the Project Sponsor in the projects submitted for such experience is
commensurate with the ownership role and responsibilities in the proposed Project.



The Project Sponsor may qualify for ownership/operation experience based on the Sponsor’s own experience or that
of its affiliated entities and partners (as defined above in Primary Method of Demonstrating Threshold Eligibility.)
The Sponsor also may qualify for ownership/operation experience based on the experience of Staff or principals
employed by the Project Sponsor or an affiliated entity or partner, as long as the staff or principal will be the project
manager and have comprehensive development responsibilities for the proposed Project. (The experience of Board
members of the Project Sponsor or an affiliated entity does not qualify under this provision unless they are also staff
or principals as defined above.)
                                                                                                     Page 17 of 99
Project Sponsors using the Alternative Method for Demonstrating Threshold Eligibility should complete the tables
below:
Development Experience
List one affordable rental housing project completed within five years of the application due date by the developer or
development consultant with whom the Project Sponsor has a comprehensive development services contract and
attach a copy of the contract.

Contracted Developer/Development Consultant:

  Project Name and Address           Subsidy Source          Qualifying Entity            Qualified Entity Owned
                                     (Including Tax            Responsible for           Project at Completion Date
                                        Credits)               Comprehensive                  (Indicate yes/no)
                                                                Development
                                                          Responsibilities of Project
                                                              (Indicate yes/no)




Ownership/Operation Experience
List one affordable rental housing project that the Project Sponsor, or Affiliate of the Project Sponsor, currently owns
or operates (i.e., involving all responsibilities commensurate with ownership). When substituting operation for
ownership experience, attach: (1) a narrative describing specific roles and responsibilities of the sponsor and how the
are commensurate with ownership roles and responsibilities; and (2) a copy of the long-term lease under which the
project is operated.

Qualifying Entity:

  Project Name and Address           Subsidy Source           Qualifying Entity           Qualified Entity Owned
                                     (Including Tax           Operates Project           Project at Completion Date
                                        Credits)                Involving all                 (Indicate yes/no)
                                                               Responsibilities
                                                             Commensurate with
                                                                 Ownership
                                                              (Indicate yes/no)

(Ownership and development experience is documented in Items B8 and D3 of this application, along with the
development experience necessary to accumulate points in Scoring Sheet Item D3).
                                                                                                       Page 18 of 99
Site Control Requirements – UMR Section 8303:

         11. Site control must be in the name of the sponsor or an entity controlled by the sponsor (the relationship
             between the sponsor and any affiliated entity must be clearly documented in Item B 6) and evidenced by
             one of the following (check one): (Evidence of site control to be submitted as Item B 9).


            Check Appropriate Box
                        Yes         Fee Title; Document in Item B 10 with a current preliminary (title) report; or

                        Yes         a leasehold interest on the project property with provisions that enable the lessee to
                                    make improvements on and encumber the property provided that the terms and
                                    conditions of any proposed lease shall permit compliance with all program
                                    requirements, including UMR Section 8316 requirements. Document with a copy
                                    of a fully executed and valid lease; or

                        Yes         an enforceable option to purchase or lease which shall extend, or may be extended,
                                    through the anticipated date of the Program award. Document with a fully executed
                                    and valid option agreement; or

                        Yes         a Disposition and Development Agreement (DDA) with a public agency.
                                    Document with a fully executed and valid DDA;

                        Yes         an agreement with a public agency that gives the sponsor exclusive rights to
                                    negotiate with that agency for acquisition of the site, provided that the major terms
                                    of the acquisition have been agreed to by both parties. Document with a fully
                                    executed and binding agreement; or

                        Yes         a land sales contract, or other enforceable agreement for the acquisition of the
                                    property. Document with a fully executed and binding contract of sale.

   12.      The project application must contain sufficient documentation to enable the Department to make a
            determination that the project satisfies all supportive housing project requirements, as specified in Items B
            16 and B 17.
                                                                                                       Page 19 of 99
                                                    Item A 4

  APPLICANT CERTIFICATION AND COMMITMENT OF RESPONSIBILITY


As the official designated by the governing body, I hereby certify that if approved by the Department for a
Multifamily Housing Program (MHP) loan, _________________________________ (Sponsor name) assumes the
responsibilities specified in the Department’s Notice of Funding Availability, dated _____________ , and in all
applicable program Regulations and statutes and certifies that:



         A. It possesses the legal authority to apply for the MHP loan;

         B. It has resolved any audit findings or adverse actions taken by the Department within the last three
            years for prior Department or federally-funded housing or community development projects or
            programs to the satisfaction of the Department or federal agency by which the funding was made;

         C. It will comply with all statutes and regulations governing the MHP;

         D. The information, statements, and attachments contained in the application are, to the best of my
            knowledge and belief, true and correct. This application, if approved for funding, will be a part of
            the Standard Agreement with the Department.


I authorize the Department of Housing and Community Development to contact any agency, whether or not
named in this application, which may assist in determining the capability of the applicant. All information
contained in this application is acknowledged to be public information.




Signature:                                                                        Date:

Type
Name:
Title:

Please note: If this certification is signed by someone other than the person authorized in the Governing Board
Resolution (Item B 11), attach evidence which shows that the person signing has the legal authorization to sign.
                                                                                                                 Page 20 of 99
                                                          Item A 5

                                              No Defaults Statement
Please respond to the seven questions below and if your answer to any question is “yes”, please explain the circumstances in
writing on a separate page attached to this form and sign and date this form below.
                                                                                                          Yes           No
(1)           In the past five years, have you or any affiliate of yours, acted as a principal in
              connection with any real estate project, which has experienced either of the
              following:
              (a)          A default in the payment of the mortgage


              (b)          Foreclosure or delivery of a deed in lieu of foreclosure

(2)           Have you, or any affiliate of yours, filed for bankruptcy?

(3)           Are you, or any affiliate of yours, a defendant in any material pending civil or
              criminal legal action?

(4)           Are you or any affiliate of yours, subject to any unsatisfied judgments or
              liens?


(5)           Have you ever been charged with or convicted of a felony, fraud, or a
              securities violation?

(6)           Have you ever been convicted of a misdemeanor (other than a traffic
              violation)?


(7)           Are there any other conditions (financial/legal) not included above that would
              affect your ability to complete the project?

I hereby authorize the Department of Housing and Community Development to contact any agency,
whether or not named in this application, which may assist in verifying the information contained in this
application.

Signature:                                                                                Date:

Type
Name:

Title:

Please note: If this statement is signed by someone other than the person authorized in the Governing Board
Resolution (Item B 11), attach evidence which shows that the person signing has the legal authorization to sign.
                                                                       Page 21 of 99


                    Section B

MHP Eligibility Threshold
     Information

Item
B 1.    Project Description Form
B 2.    Sponsor Information Form
B 3.    Reserved for Future Use
B 4.    Relocation Plan or Preliminary Relocation Plan
B 5.    Tenant Selection Criteria
B 6.    Organizational Documents of Sponsor
B 7.    Identities of Interest Disclosure
B 8.    Organization’s Experience
B 9.    Evidence of Site Control
B 10.   Current Preliminary (Title) Report
B 11.   Governing Board Resolution
B 12.   Names of Officers and Board Members
B 13.   Environmental Reports
B 14.   Scaled Distance Map and Parcel Map
B 15.   Evidence of Article XXXIV Compliance
B 16.   Governor's Homeless Initiative Supportive Housing Project Plan Checklist
B 17.   Governor's Homeless Initiative Supportive Housing Project Plan
                                                                                                                             Page 22 of 99
                                                             Item B 1

                                              PROJECT DESCRIPTION FORM
A.    Project Description

Identify Project

Name of Project:
Site Address:
City:                                                             State:            Zip:
County:                                                                    Census Tract:
Assessor's Parcel Number(s):

Geographic Location (check area that applies) –Section 7317 (c) of MHP Regulations :

     Northern California                                  Southern California                                    Rural

NOTE: “Southern California” includes the counties of Kern, San Bernardino, San Luis Obispo, and all counties to the south.
“Northern California” includes all other counties of the State. “Rural” is defined to be consistent with the definition used by
TCAC for the tax credit program (Section 50199.21 of the Health and Safety Code), and a list of rural areas can be found in
TCAC’s Application Supplement on the TCAC website at http://www.treasurer.ca.gov/CTCAC/ctcac.htm.



Type of Project (check one):
                          Development and Construction of New Rental Housing

                              Rehabilitation of a Rental Housing Development

                              Acquisition and Rehabilitation of a Rental Housing Development

                              Conversion of a Nonresidential Structure to a Rental Housing Development

The project will be operated as:              Permanent        Transitional Housing        Both permanent and Transitional Housing

Note:       Only Non-Supportive Housing Units may be operated as Transitional Housing Units

Limitations on Project Occupancy (check if applicable):
            Supportive Housing Eligible Households (Section 7301 of the MHP Regulations )[Identify in B 16]
            Special Needs Population (Section 7301 of the MHP Regulations )[Identify populations in B 16]
            Other (please describe): _________________________________

Project Square Footage:

Gross sq. footage of all residential units:                                Gross sq. footage NSSS
Gross sq. footage of all restricted units:                                 Gross sq. footage common areas:
Gross sq. footage community room:                                          Gross sq. footage childcare center:
Gross sq. footage commercial space:                                        Gross sq. footage social service facility:
Gross parking structure sq. footage:                                       Gross sq footage of all structures:
Gross Land sq. footage:                                                    Gross Land Area (acres):
                                                                                                                           Page 23 of 99

Scattered Sites?            YES            NO        Is this project being developed in phases?            YES                 NO




Complete for Acquisition/Rehabilitation Projects:

Age of Existing Structures:                                       Number of Occupied Buildings:
Number of Existing Buildings:                                     Number of Existing Units:
Number of Stories:                                                Current Use:

Describe Project When Completed:

No. of Parking Spaces:         Covered                Uncovered                      Subterranean                Garage

Number of Residential Buildings:                                  Number of Other Buildings:
Number of Stories:                                                Number of Elevators:
Total Number of Parking Spaces:                            0      Number of Guest Parking Spaces:


Unit Design (i.e., garden apartments, semi-detached):



Describe below any existing or proposed commercial space (see UMR Section 8301(c)) for a definition of commercial space).
Identify tenants, and describe lease terms. Attach copy of lease, if available.




If the project will include childcare or social service facilities, describe the sources of operational funding for these facilities and
the eligibility criteria that must be met to access the services provided by them. Describe below any limitations on the ability of
MHP-Assisted Unit tenants to use the services (e.g., tenants must be agricultural workers to use the on-site health clinic). Attach
copies of contracts for funding, if available.
                                                                                                                                      Page 24 of 99
AMENITIES INCLUDED IN THE RENT (check all amenities included in rent for all units):

           Refrigerator                   Washer/Dryer                            Wet Bar                                Security Gated
           Dishwasher                     Laundry Room(s)                         Tot Lot(s)                             Security Guard
           Disposal                       Walk-in Closets                         Sauna(s)/Jacuzzi                       Lakes or streams
           Range                          Vaulted Ceilings                        Pool(s) #_____                         Hot Water
           Microwave                      Wallpaper                               Tennis Court(s)                        Cold Water
           Fireplace                      Paneling                                Basketball Court(s)                    Sewer
           Air
                                          Curtains/Blinds                         Volleyball Court(s)                    Garbage
           Conditioning
           Balcony/
                                          Garage                                  Picnic Area(s)                         Cable TV
           Patio

UNIT AMENITIES:

Heating:                      Central Heat                Wall Heaters                            Other
Heating Fuel:                 Gas Heating                 Electric Heating                        Other
Kitchen Countertops:          Formica                     Tile                       Corian                 Fiberglass


Kitchen Sink:                 Cast Iron                   Stainless Steel                         Other
Kitchen sink type:            Double                      Single


Bathroom Countertops:         Formica                     Tile                       Corian                 Fiberglass


Shower/Tub:                   Tile                        Cast Iron                  Fiberglass             Plastic


Roof Type:                    Flat Top                    Pitched                    Flat & Pitched


Roof Material:                Concrete Tile               Shake                      Wood Shingle
                              Clay Tile                   Hot Mop                    Composition Shingle


Siding Code:                  Stucco                      Masonry                    Wood


Structure Code:               Frame – 1 or 2 Story                                   Reinforced Concrete - 1-6 stories
                              Frame – 3 or More Stories                              Reinforced Concrete - 7 or more stories

                              Reinforced Masonry                                     Unreinforced Masonry
                              Pre-Cast Reinforced


                       SITE FEATURES (check the applicable site features):

           1% to 5%                                                      Retaining                               High Water Table
           Grade                                                         Wall(s)
           6% to 10%                                                     Cuts:                                   Poor Drainage
           Grade
           11% to 20%                                                    Fills:                                  Erosion Problems
           Grade
           Over 20%                                                      100 Year Flood                          500 Year Flood
           Grade                                                         Zone                                    Plain
                                                                                                                   Page 25 of 99
                                                               Item B 2

                                                  Sponsor Information Form

   A.1.    Sponsor Information

   Does the project involve Co-Sponsorship?                                        YES               NO
                                                                        If yes, submit this page in duplicate
   Sponsor:
   Legal Name:
   Address:
   City:                                                     State:                                Zip:
   Phone:                                                        Fax:
   E-mail Address:
   Contact Person:
   Title:
   Phone:                                                        Fax:
   E-mail Address:

   Form of Legal Entity (check all that apply):
   Individual                                     General Partnership                              Indian Reservation or Rancheria
   Limited Partnership                            Joint Venture                                    Limited Liability Company
   Nonprofit Corporation                          For-profit Corporation                           Other (specify)
   Public Agency                                  Limited Equity Housing Cooperative
   Federal Tax ID Number :

   A.2. Ultimate Owner/Borrower:
   Legal Name:
   Address:
   City:                                                     State:                                Zip:
   Phone:                                                        Fax:
   E-mail Address:

Has this entity already been formed?                  YES                 NO


   Contact Person:
   Title:
   Phone:                                                        Fax:
   E-mail Address:

   Form of Legal Entity (if entity has been formed, check all that apply):
   Individual                                       General Partnership                            Indian Reservation or Rancheria
   Limited Partnership                              Joint Venture                                  Limited Liability Company
   Nonprofit Corporation                            For-profit Corporation                         Other (specify)
   Public Agency                                    Limited Equity Housing Cooperative
   Federal Tax ID Number
                                                                                                                   Page 26 of 99


A.3.    Ultimate Managing General Partner or Controlling Entity:
Does this project involve more than one General Partner?                                             YES            NO

                                                                                               If yes, submit this page in duplicate.

Legal Name:
Address:
City:                                                     State:                                  Zip:
Contact Person:
Title:
Phone:                                                        Fax:
E-mail Address:

Has this entity already been formed?                           YES                    NO


Form of Legal Entity (if entity has been formed, check all that apply):
Individual                                       General Partnership                              Indian Reservation or Rancheria
Limited Partnership                              Joint Venture                                    Limited Liability Company
Nonprofit Corporation                            For-profit Corporation                           Other (specify)
Public Agency                                    Limited Equity Housing Cooperative
Federal Tax ID Number

B.     Identify Development Team
       (List those development team members that have been selected)

Architect:                                                           General Contractor:
                      Name:                                                    Name:
                      Address:                                                 Address:

                      Phone:                                                     Phone:
Attorney(s) and/or Tax Professionals:                                Investor(s):
                      Name:                                                      Name:
                      Address:                                                   Address:

                      Phone:                                                   Phone:
Consultant(s):                                                       Market Analyst:
                      Name:                                                    Name:
                      Address:                                                 Address:

                    Phone:                                                      Phone:
                    Fax:
                    Email:
Property Management Agent/Company:                                   Other (please specify):
                    Name:                                                       Name:
                    Address:                                                    Address:

                      Phone:                                                    Phone:
                                                                                                            Page 27 of 99

                                            Sample for Item B 11

                       "SAMPLE" RESOLUTION OF THE BOARD OF DIRECTORS OF
                                [NAME OF CORPORATE BORROWER]

[All of the directors / A majority of the directors] of [Name of corporation], a California [nonprofit / public
benefit] corporation (the “Corporation”), hereby consent to, adopt and ratify the following resolutions:



                                         Multifamily Housing Program

WHEREAS, the State of California, Department of Housing and Community Development (the “Department”)
has issued a Notice of Funding Availability (“NOFA”) under its Multifamily Housing Program (“MHP”) dated
__________________; and


WHEREAS, the Corporation is authorized to do business in the State of California and is empowered to enter into
an obligation to receive State funds for the new construction or rehabilitation of a rental housing development,
acquisition or rehabilitation of a rental housing development, or conversion of a nonresidential structure to a
rental housing development;


WHEREAS, the Corporation wishes to obtain from the Department a MHP loan for a rental housing
development; and


WHEREAS, the Corporation is an Eligible Sponsor under the Multifamily Housing Program.


NOW, THEREFORE, IT IS RESOLVED: That the Corporation is hereby authorized to submit an application to
borrow an amount not to exceed $______________ (the “MHP Loan”) in connection with the Department’s loan
of funds to the Corporation pursuant to the Notice of Funding Availability (NOFA) issued on [date] for use in the
County of ____________ [Name of County].


RESOLVED FURTHER: If the application is approved, the Corporation is hereby authorized to incur an
obligation for the MHP Loan. That in connection with the MHP Loan, the Corporation is authorized and directed
to enter into, execute, and deliver, a State of California Standard Agreement, and any and all other documents
required or deemed necessary or appropriate to carry into effect the full intent and purpose of the above
resolution, in order to evidence the MHP Loan, the Corporation’s obligations related thereto, and the
Department’s security therefore; including, but not limited to, a promissory note, a deed of trust and security
agreement, a regulatory agreement, a development agreement and certain other documents required by the
Department as security for, evidence of or pertaining to the MHP Loan, and all amendments thereto (collectively,
the “MHP Loan Documents”).




RESOLVED FURTHER: The Corporation is further authorized to request amendments, including increases in
amounts up to amounts approved by the Department, and to execute any and all documents required by the
Department to govern and secure these amendments.


RESOLVED FURTHER: That [Name(s) and Title(s) of Corporate Officer(s)] [is/are] hereby authorized to
execute an application for a MHP Loan, the MHP Loan Documents, and any amendment or modifications thereto,
on behalf of the Corporation.
                                                                                                              Page 28 of 99
RESOLVED FURTHER: That this Resolution shall take effect immediately upon its passage.



Passed and adopted, effective as of _____________, 20___, by the consent of the Board of Directors of the
Corporation by the following vote: [Note: The Resolution adoption date must be between the NOFA
issuance date and the application due date.]


      AYES: __________       NAYS: ___________        ABSTAIN: ____________         ABSENT: __________


                                     CERTIFICATE OF THE SECRETARY

The undersigned, Secretary of the Corporation does hereby attest and certify that the [foregoing / attached]
Resolution is a true, full and correct copy of a resolution duly adopted at a meeting of said Corporation which was
duly convened and held on the date stated thereon, and that said document has not been amended, modified,
repealed or rescinded since its date of adoption and is in full force and effect as of the date hereof.



                          Secretary’s Signature                                                        Date


                   Type or Print Secretary’s Name
                                                                                                             Page 29 of 99

                                             Sample for Item B 11

                    "SAMPLE" RESOLUTION OF THE BOARD OF DIRECTORS OF
                         [NAME OF CORPORATE GENERAL PARTNER]

[All of the directors / A majority of the directors] of [Name of corporation], a California [nonprofit / public
benefit] corporation (the “Corporation”), hereby consent to, adopt and ratify the following resolutions:

                                          Multifamily Housing Program

WHEREAS, the State of California, Department of Housing and Community Development (the “Department”)
has issued a Notice of Funding Availability under its Multifamily Housing Program (“MHP”) dated
__________________; (“NOFA”) and


WHEREAS, the Corporation is authorized to do business in the State of California and it is in the best interests of
the Corporation and its [Members / Shareholders] for the Corporation to act as the [managing / sole] General
Partner of [Name of Limited Partnership Borrower], a California limited partnership (the “Limited
Partnership”);


WHEREAS, the Limited Partnership wishes to obtain from the Department a MHP loan for a rental housing
development; and

WHEREAS, the Limited Partnership is an Eligible Sponsor under the Multifamily Housing Program.

NOW, THEREFORE, IT IS RESOLVED: That the Corporation is hereby authorized to act as the [managing /
sole] General Partner of the Limited Partnership and to submit an application on behalf of the Limited Partnership
for a MHP loan to the Limited Partnership pursuant to the NOFA in an amount not to exceed $_____________
(the “MHP Loan”) for use in the County of _____________ [Name of County].



RESOLVED FURTHER: If the application is approved, the Corporation is hereby authorized to incur an
obligation for the MHP Loan on behalf of the Limited Partnership. That in connection with the Limited
Partnership’s MHP Loan, the Corporation is authorized and directed to enter into, execute, and deliver, as the
[managing / sole] General Partner of the Limited Partnership, a State of California Standard Agreement, and any
and all other documents required or deemed necessary or appropriate to carry into effect the full intent and
purpose of the above resolution, in order to evidence the MHP Loan, the Limited Partnership’s obligations related
thereto, and the Department’s security therefore; including, but not limited to, a promissory note, a deed of trust
and security agreement, a regulatory agreement, a development agreement and certain other documents required
by the Department as security for, evidence of or pertaining to the MHP Loan, and all amendments thereto
(collectively, the “MHP Loan Documents”).




RESOLVED FURTHER: The Corporation is further authorized on behalf of the Limited Partnership to request
amendments, including increases in amounts up to amounts approved by the Department, and to execute any and
all documents required by the Department to govern and secure these amendments.
                                                                                                              Page 30 of 99
RESOLVED FURTHER: That [Name(s) and Title(s) of Corporate Officer(s)] [is/are] hereby authorized to
execute an application for a MHP Loan, the MHP Loan Documents, and any amendment or modifications thereto,
on behalf of the Corporation as the [managing / sole] General Partner of the Limited Partnership.



RESOLVED FURTHER: That this Resolution shall take effect immediately upon its passage.




Passed and adopted, effective as of _____________, 20___, by the consent of the Board of Directors of the

      AYES: __________        NAYS: ___________        ABSTAIN: ____________         ABSENT: __________



                                     CERTIFICATE OF THE SECRETARY

The undersigned, Secretary of [Name of Limited Partnership’s Corporate General Partner] does hereby attest
and certify that the [foregoing / attached] Resolution is a true, full and correct copy of a resolution duly adopted
at a meeting of said Corporation which was duly convened and held on the date stated thereon, and that said
document has not been amended, modified, repealed or rescinded since its date of adoption and is in full force
and effect as of the date hereof.



                           Secretary’s Signature                                                       Date


                   Type or Print Secretary’s Name
                                                                                                                   Page 31 of 99

                                               Sample for Item B 11

                              "SAMPLE" RESOLUTION OF THE MEMBERS OF
                       [NAME OF LIMITED LIABILITY COMPANY GENERAL PARTNER]

[All of the managers / A majority of the managers] of [Name of limited liability company], a California
limited liability company (the “Limited Liability Company”), hereby consent to, adopt and ratify the following
resolutions:


                                            Multifamily Housing Program

WHEREAS, the State of California, Department of Housing and Community Development (the “Department”)
has issued a Notice of Funding Availability under its Multifamily Housing Program (“MHP”) dated
__________________; (“NOFA”) and


WHEREAS, the Limited Liability Company is authorized to do business in the State of California and it is in the
best interests of the Limited Liability Company and its [Members] for the Limited Liability Company to act as the
[managing / sole] General Partner of [Name of Limited Partnership Borrower ], a California limited
partnership (the “Limited Partnership”); and



WHEREAS, the Limited Partnership wishes to obtain from the Department a MHP loan for a rental housing
development; and


WHEREAS, the Limited Partnership is an Eligible Sponsor under the Multifamily Housing Program.
NOW, THEREFORE, IT IS RESOLVED: That the Limited Liability Company is hereby authorized to act as the [managing
/ sole] General Partner of the Limited Partnership and to submit an application on behalf of the Limited Partnership for a
MHP loan to the Limited Partnership pursuant to the NOFA in an amount not to exceed $_____________ (the “MHP Loan”)
for use in the County of ______________ [Name of County].



RESOLVED FURTHER: If the application is approved, the Limited Liability Company is hereby authorized to
incur an obligation for the MHP Loan on behalf of the Limited Partnership. That in connection with the Limited
Partnership’s MHP Loan, the Limited Liability Company is authorized and directed to enter into, execute, and
deliver, as the [managing / sole] General Partner of the Limited Partnership, a State of California Standard
Agreement, and any and all other documents required or deemed necessary or appropriate to carry into effect the
full intent and purpose of the above resolution, in order to evidence the MHP Loan, the Limited Partnership’s
obligations related thereto, and the Department’s security therefore; including, but not limited to, a promissory
note, a deed of trust and security agreement, a regulatory agreement, a development agreement and certain other
documents required by the Department as security for, evidence of or pertaining to the MHP Loan, and all
amendments thereto (collectively, the “MHP Loan Documents”).




RESOLVED FURTHER: The Limited Liability Company is further authorized on behalf of the Limited
Partnership to request amendments, including increases in amounts up to amounts approved by the Department,
and to execute any and all documents required by the Department to govern and secure these amendments.
                                                                                                             Page 32 of 99
RESOLVED FURTHER: That [Name(s) and Title(s) of Limited Liability Company Officer(s)] [is/are]
hereby authorized to execute an application for a MHP Loan, the MHP Loan Documents, and any amendment or
modifications thereto, on behalf of the Limited Liability Company as the [managing / sole] General Partner of the
Limited Partnership.

RESOLVED FURTHER: That this Resolution shall take effect immediately upon its passage.


Passed and adopted, effective as of _____________, 20___, by the consent of the Managers of the Limited
Liability Company by the following vote: [Note: The Resolution adoption date must be between the NOFA
issuance date and the application due date.]

      AYES: __________ NAYS: ___________ ABSTAIN: ____________ ABSENT: __________




                                     CERTIFICATE OF THE SECRETARY

The undersigned, Secretary of [Name of Limited Partnership’s Limited Liability Company General
Partner] does hereby attest and certify that the [foregoing / attached] Resolution is a true, full and correct copy
of a resolution duly adopted at a meeting of said Limited Liability Company which was duly convened and held
on the date stated thereon, and that said document has not been amended, modified, repealed or rescinded since its
date of adoption and is in full force and effect as of the date hereof.




                          Secretary’s Signature                                                       Date


                   Type or Print Secretary’s Name
                                                                                                        Page 33 of 99
                                    Governor's Homeless Initiative
                                         Supportive Housing Projects

In order to be approved as a Governor's Homeless Initiative (GHI) Supportive Housing Project: (1) the GHI
Supportive Housing Project Plan Checklist must be submitted as Item B16, and (2) the completed GHI
Supportive Housing Project Plan must be submitted as Item B17.

GHI Supportive Housing Projects must comply with the specific requirements contained in the GHI Supportive
Housing NOFA dated June 14, 2011 (the NOFA) and in the MHP and Uniform Multifamily Regulations posted
on HCD’s website. Please reference the NOFA for the definition of the "Target Population." Projects shall be
subject to the State's determination that the project has met all relevant requirements in order to qualify as a GHI
Supportive Housing Project.


                                           Item B 16
                              Governor's Homeless Initiative (GHI)
                            Supportive Housing Project Plan Checklist

The GHI Supportive Housing Project Plan Checklist shall serve as a guide to ensure that the GHI Supportive
Housing Project Plan is complete. Note on the Checklist that each part and section of the plan (Item B 17) is
complete. Submit the Checklist as Item B 16.

           Part 1.     Populations to be Served
                                  Section 1: Unit Calculation Tables
                                  Section 2: Target Population Checklist
                                  Section 3: Tenant Selection Narrative

           Part 2.     Supportive Services Plan
                                  Section 1: Service Plan Summary
                                  Section 2: Characteristics of Supportive Housing
                                  Section 3: Verification from Appropriate Public or Non-profit Funding
                                             Agency
                                  Section 4: Supportive Service Chart
                                  Section 5: Service Delivery
                                             Section 5a: Staffing Structure Chart
                                             Section 5b: Staffing Levels Table
                                  Section 6: Tenant Engagement
                                  Section 7: Measurable Outcomes and "Plan For Evaluation "
                                             Section 7a: Measurable Outcomes Chart
                                             Section 7b: Data Tracking and Evaluation Plan

           Part 3.     Supportive Services Budget
                                  Section 1: Supportive Services Budget Table
                                  Section 2: Supportive Services Cost Per Unit Table
                                  Section 3: Funding and Service Commitments

           Part 4.     Project Sponsor and Service Provider Experience
                                  Section 1: Project Sponsor Experience
                                  Section 2: Service Provider Experience
                                             Section 2a: Service Provider Experience Chart
                                             Section 2b: Service Funding History

           Part 5.     Property Management Experience
                                 Section 1: Property Management Experience
                                 Section 2: Management Contract
                                                                                                            Page 34 of 99
                                                         Item B 17
                                               Governor's Homeless Initiative
                                              Supportive Housing Project Plan


The State will make the determination that a project qualifies as a Governor's Homeless Initiative (GHI) Supportive
Housing Project based on the content and organization of the GHI Supportive Housing Project Plan to be submitted as
Item B 17.

Please note that applicants may apply for funding using this GHI Supportive Housing application for (1) projects
containing Target Population units only; or (2) projects containing a mix of Target Population and Non-Target Population
units. Non-Target Population units are housing units, including Special Needs Population units, in a development where
at least 35% of the units are Target Population units. For the purpose of this application, any project meeting the above
criteria is considered to be “GHI Supportive Housing.”

The GHI Supportive Housing Project Plan is organized into five parts shown below. Each part must be completed in full.


Part 1. POPULATIONS TO BE SERVED

  Section 1. Unit Calculation Tables: Complete the unit calculation table below. For number of households, please
provide point-in-time information.
                                                  Unit Calculation Table
a.     Total Project Units
b.     Manager’s Unit (if applicable)
c.     Total Units Less Manager’s Unit [a – b]                                                                   0

d.     Number of Target Population Units
e.     Number of Households to be Housed in Target Population Units

f.     Number of Permanent Special Needs Population Project Units (if applicable)
g.     Number of Transitional Special Needs Population Project Units (if applicable)
h.     Total Special Needs Population Units (if applicable) [f + g]
i.     Number of Households to be Housed in Special Needs Population Units (if applicable)

j.     Total Target Population and Special Needs Population Project units [d + h]                                0
k.     Total Households to be Housed in Target Population and Special Needs Population Units [e + i]
l.     Percentage of Target Population Units [d ÷ c]                                                          #DIV/0!
m.     Percentage of Special Needs Population Project Units [h ÷ c]                                           #DIV/0!
n.     Percentage of Target Population and Special Needs Population Project Units [j ÷ c]                     #DIV/0!



     Section 2: Target Population Checklist
        GHI Target Population

Households eligible as the GHI Target Population must have a household income not exceeding 30% of AMI and must
include an adult or older adult member eligible for services under the Mental Health Services Act (MHSA) that is
chronically homeless.
Please check the following boxes to verify that the Target Population the project will serve in the GHI Supportive Housing
units consists of households:
               Whose incomes do not exceed 30% of AMI (or 30% of State Median Income, if this is a greater amount); and
               That include an adult or older adult member eligible for services under the MHSA: and
               That include an adult or older adult member who is Chronically Homeless (as defined in the GHI NOFA
               issuedJune 14, 2011).
                                                                                                             Page 35 of 99




Special Needs Population Categories

Please indicate below which Target Populations that the project will serve in the Special Needs Population Project Units
(if applicable). Please note that prospective residents must qualify as a Special Needs Population member pursuant to
MHP Regulation Section 7301(r).


    Mentally Disabled Households
    Orthopedically Disabled Households (wherein a person's personal mobility is impaired)
    Physically Disabled Households (wherein a person's ability to obtain employment is affected or a person requires
    special care or facilities in the home)
    Persons with HIV/AIDS
    Developmentally Disabled Households
    Agricultural Workers
    Single-Parent Households
    Survivors of Physical Abuse
    Homeless (check all that apply)
             Moving from an emergency shelter
             Moving from transitional housing
             Currently homeless (as defined in the Supportive Housing Regulations Section 7341(b)(3)
    At Risk of Homelessness (check all that apply)
             Households with incomes at or below 20% of SMI or AMI with no rental subsidy available.
             Households with incomes above 20% but not exceeding the greater of 30% of SMI or AMI
             that are subject to housing conditions listed in the Multifamily Housing Regulations,
             Section 7341(c)(2).
    Long-term Chronic Health Condition, meaning an individual or household having:
             a. Eligibility under either of two Medicaid Waiver programs, the Multipurpose Senior Services Program
             (MSSP) or the Assisted Living Waiver Pilot Project (or its successor)
             b. Eligibility for 20 or more personal care hours per week under the In-Home Supportive Services Program
             (IHSS)
             c. Eligibility for services under the Program of All Inclusive Care for the Elderly (PACE)
    Displaced Teenage Parents (or Expectant Teenage Parents)
    Homeless Youth as Defined in Government Code 11139.5
    Individuals Exiting from Institutional Settings
    Chronic Substance Abusers
                                                                                                               Page 36 of 99

    Section 3. Tenant Selection Narrative
Please attach a narrative describing your tenant selection process, organized into the titled sections as shown below. The
tenant selection criteria must conclusively document that occupancy of the project will be limited to eligible households as
defined in the Multifamily Housing Program Regulations and the GHI NOFA.

(1) Threshold Eligibility Criteria:
Describe tenant eligibility criteria relating to income (% SMI/AMI), chronic homelessness status, eligibility for services
under MHSA (i.e. adults and older adults with a "serious mental illness") and any other special needs (if project contains
Special Needs units).
(2) Other Eligibility Criteria:
Describe eligibility criteria other than those indicated in section (1) above, i.e., information needed to determine if
applicant can comply with terms of a lease. (Please note: Selection criteria designed to assess anything other than the
ability to comply with the terms of a lease generally run afoul of fair housing laws designed to protect equal access to
housing for people with disabilities. Please see Between the Lines, A Question and Answer Guide on Legal Issues in
Supportive Housing , Chapter 5) 1

(3) Marketing/Outreach:
Describe marketing/outreach efforts to publicize units.

(4) Referral Sources:
For each target population, list agencies/organizations from which you expect to receive tenant referrals to your project.
(5) Application Process:
Describe the tenancy application process and waiting list protocol.
(6) Tenant Screening:
Describe tenant screening process, including who conducts screening and where, when, and how screening is conducted.
Also, indicate how you will obtain third-party verification of tenant threshold eligibility (i.e., income, chronic homeless
status, eligibility for MHSA services, and any other special needs.)
Note: If your project will be serving people who are disabled due to long-term chronic health conditions (i.e., eligibility
for PACE, MSSP, or 20 hours of IHSS personal care, etc.), you must indicate from whom and how you plan to obtain such
programmatic eligibility verification.

(7) Fair Housing:
Describe your reasonable accommodation policies and protocols as they relate to targeting and tenant screening and
selection.
1
  Note: The Department may condition funding on the elimination of restrictions that it believes to be impermissible, or
reject an application where it determines that compliance with applicable law is not feasible. A useful resource on the
subject of legal issues in Supportive Housing is Between the Lines, A Question and Answer Guide on Legal Issues in
Supportive Housing , published by the Corporation for Supportive Housing. This document is available online at
www.csh.org.pub.html.
                                                                                                                             Page 37 of 99

Part 2. SUPPORTIVE SERVICES PLAN

Supportive Housing Projects shall be designed to provide affordable housing with access to an array of services and supports for
individuals who need supportive services to live independently. Applications for Supportive Housing must demonstrate that the project
is linked to services that assist the tenant retain the housing, improve his/her health, and maximize his/her ability to live, and where
possible, work in the community.


The State expects that projects applying for Supportive Housing funding will provide housing that incorporates the following as
characteristics of a Supportive Housing Project: (1) it is independent housing in which each tenant holds a lease or rental agreement in
his/her own name, is responsible for paying his/ her own rent; (2) has his/her own room or apartment; (3) it is permanent housing in
which each tenant may stay as long as he/she pays his or her share of rent and complies with the terms of his or her lease; (4) it is
tenancy housing, complying with applicable state and federal laws governing the landlord-tenant relationship; and (5) participation in
services or any type of services is not required as a condition of tenancy.


Pursuant to UMR Section 8301(o), residential treatment programs and licensed facilities that provide health care services may not be
eligible for funding. Board and care facilities are not generally considered to be supportive housing since these facilities do not
typically offer the level of services required to sustain the tenancy of the populations targeted under the MHP Supportive Housing
Program.

   Section 1. Service Plan Summary
Provide a narrative summary of your service plan for Target Population (and Special Needs Populations, if applicable) tenants,
including a description of the primary service needs of the populations, services to be delivered and how they will be delivered, how the
services promote recovery and self sufficiency, identification of the lead service provider (include experience with the target
population) and other significant service partners, a description of the key services each will provide and how the project will be staffed
(including staffing ratios). Please include the strategies you will use to help tenants with their plan for resiliency and recovery. Be sure
to demonstrate that the essential service needs of the project's occupants will be met (i.e., mental health services for people with mental
illness, substance abuse services for people with co-occurring substance abuse). Outline how the project will be linked to the County
Mental Health Department's CSS/MHSA plan and how the monthly data will be gathered and reported - ensuring compliance with
State DMH requirements. Please limit your response to two pages.

  Section 2. Characteristics of Supportive Housing
Section 7341 of the Multifamily Housing Program regulations provides a definition of Supportive Housing that includes the following
characteristics. Please confirm compliance by checking all of the characteristics that apply to the Supportive Housing units in your
project.
     Tenant holds a lease in his/her name and is responsible for paying rent.
     Tenant has his or her own room or apartment and is individually responsible for arranging any shared tenancy.
     Tenant may stay as long as he/she pays his or her share of rent and complies with the terms of his/her lease.
     Unit is subject to applicable state and federal landlord tenant laws.
     Tenant's participation in services or any particular service shall not be required as a condition of tenancy.

Typically, all the characteristics listed above must be present in order for the project to be eligible for funding. However,
please explain mitigating circumstances for any missing characteristic.

  Section 3. Verification from Appropriate Public or Non-profit Funding Agency
All applications shall include verification(s) indicating that the proposed services are appropriate to meet the needs of the Target
Population and Special Needs, if applicable, household(s). Verification(s) shall also endorse the primary service provider as a known
provider of services to the target population(s) the sponsor is proposing to serve.
For the Target Population, the verification must be provided by the County Mental Health Department.
If the project also includes Special Needs populations, the application shall include verification(s) from appropriate funding entity(ies)
(either public or non-profit) knowledgeable about the support service needs of the eligible households.
Please use the attached Supportive Service Verification form from the Appropriate Public or Non-Profit Agency. Please submit one
verification for each target population checked in Part 1, Section 2. If appropriate, a single funder may provide a verification for
multiple populations (i.e. a County Department of Health Services could provide a verification for a project serving individuals with
HIV/AIDS, Chronic Substance Abuse and Other Chronic Health Conditions). Please be sure to indicate on the verification form the
target populations to which each verification applies.
Please note: The project sponsor and/or service provider(s) are not eligible to provide the Funding Agency Verification unless the
County Mental Health Dept. is the service provider for the GHI Supportive Housing units.
                                                                                                                 Page 38 of 99
                                                       Item B 17
                                                   Part 2 Section 3
                            Supportive Services Verification from the Appropriate Public or
                                          Non-Profit Funding Agency Form
To the project sponsor: Complete the project sponsor, service provider, project name and contact information, target
population, and name of Verifying Funding Agency information sections below. Then submit this form along with a copy
of the Supportive Housing Project Plan contained in the application to the appropriate funding agency (public or
nonprofit) knowledgeable about the supportive services needs of the targeted population(s). For projects serving
severely mentally ill people, the funding entity must be the County Department of Mental Health.


Submission of this form shall constitute certification by the sponsor that a true copy of the Supportive Housing Project Plan
submitted in the application has been submitted to the funding agency named below. The form may be submitted to more
than one agency or department if necessary.

PROJECT SPONSOR:
PRIMARY SERVICE PROVIDER:
PROJECT NAME:
PROJECT ADDRESS/SITE:
PROJECT CITY:
PROJECT COUNTY:
NAME OF VERIFYING FUNDING AGENCY:
TARGET POPULATION(S):

To the public or non-profit funding agency: The project sponsor named above is submitting an application to the State
requesting funding for the project named above under the Governor's Homeless Initiative (GHI). The application for funding
is subject to the State’s determination that the project qualifies as a Supportive Housing Project. The findings of your agency
will be considered in arriving at this determination. Review the attached copy of the GHI Supportive Housing Project Plan,
note your findings in the chart below, and complete the signature block below the chart. Attach comments for any “no”
and as otherwise necessary. Your cooperation is appreciated.



                                                                                                          Yes           No
We have reviewed the Supportive Housing Project Plan submitted for the project named above.

To the best knowledge of this funding agency, there are no known conditions that would preclude
the service provider from making accessible the services proposed in the Supportive Housing
Project Plan.
The services proposed in the Supportive Housing Project Plan are appropriate to meet the needs of
the target population(s) named above.
The project's primary service provider is a known provider of support services to the target
population(s) listed above.


Dated:

Statement Completed by (please print):

Signature:

Title:

Agency or Department:

Agency or Department Address:

Agency or Department Phone:
                                                                                                                                                                     Page 39 of 99
ITEM B 17, PART 2, SECTION 4. SUPPORTIVE SERVICES CHART

   Section 4. Supportive Services Chart: List all services to be provided to tenants of the Target Population and Special Needs Population Project units, if any. Please
complete only one chart, but be sure that that services listed address all the service needs of all the target populations listed in the Target Population Checklist (Part 1, Section
2). Industry practice indicates that Supportive Housing and Special Needs Populations generally require needs assessment and service coordination in order to maintain the
housing and live as independently as possible. If your Supportive Services Plan Chart differs from this industry practice, provide a narrative explanation. All service needs
must be addressed in the chart or in the narrative. If services will be provided by an entity other than the Sponsor, please attach written agreements, where available.


  Supportive Service        Target Population         Service Description       Service Provider(s)          Relationship to                Agreement              Service Location
                                                                                                                Sponsor
   List each service          Name the target      Provide a description of       Name the service       Indicate relationship of         If service will be    Indicate if the service is
 separately (e.g. case     population(s) that will       the service.               provider(s)          the service provider to       provided by an entity to be provided on or off-
 management, mental       be receiving the service                                                      the sponsor (i.e. service     other than the sponsor,       site. For off-site
    health services,               listed                                                                provider is the sponsor,       indicate the type of      services indicate the
   substance abuse                                                                                        provider is a separate      agreement under which         means by which
 services, etc.). Use                                                                                      division of sponsor’s         the service will be    residents will access the
  additional sheets if                                                                                    organization, provider      provided (i.e., contract,          service.
      necessary.                                                                                        is a project partner, etc.)       memorandum of
                                                                                                                                      understanding (MOU),
                                                                                                                                       letter of commitment,
                                                                                                                                         verbal agreement).




Primary Service Provider: ______________________________________________

Indicate the primary service provider (i.e., entity responsible for providing services to the tenants eligible for MHSA services, and for overall implementation of the Supportive
Services Plan, including coordination between multiple service providers where applicable).
License:                                                                Licensing Agency:
Indicate here if the project is subject to licensing due to the service needs of the target populations. Indicate to which license the project is subject and which public agency
regulates it (e.g. Department of Health Services, Department of Social Services).
                                                                                                                                                                Page 40 of 99
ITEM B 17, PART 2, SECTION 5. SERVICE DELIVERY

   Section 5a. Staffing Structure. List all staff positions which will provide services to the tenants of the Target Population units and Special Needs Population Project units.
Be sure to include project sponsor or primary service provider staff positions and also any staff positions of partnering organizations who have committed time to the
project. For each position, list the title, a brief description of the role and duties, the full-time equivalent (FTE), the organization under which the position resides, and the
location of the position (on-site or off-site). At the bottom of the FTE column, please be sure to provide a calculation of the total number of project staff. Do not include staff
which serve non-Special Needs or non-Target Population Units. If a staff position serves both tenants in Target Population/Special Needs Population Units and non-Target
Population Units/non-Special Needs, include only that portion (i.e., % FTE) of the staff position dedicated to Target Population and Special Needs Units.



Note: All staff positions listed here must be reflected in the Supportive Services Budget Table (Part 3, Section 1). If the cost for an On-Site Supportive Services Coordinator is
included as part of the project’s Operating Budget (as documented in Section C, Project Feasibility Items C10, C11 and C12) and the position will serve the Target Population
and any Special Needs units, that position (or portion serving the Target Population and Special Needs units) must be included in this chart.


         Title                              Role/Duties*                               FTE                 Employing Organization of the Position             Location of Work

List each staff position    Briefly describe the roles and duties of each     Indicate the percentage Name the employer organization of the position         Indicate whether the
    separately (use                            position                       of full-time equivalent (this could be the sponsor or a project partner)      staff positions will be
  additional sheets if                                                         the staff position will                                                           on or off site.
       necessary)                                                              devote to this project
                                                                             (i.e. a half-time position
                                                                                would be 0.5 FTE)




1.
2.
3.
4.
5.
6.
7.
8.
                                                              TOTAL FTE                  0

*Assessment and Service Coordination. Enter the staff position(s) listed above that will be responsible for assessing the service needs and coordinating the services of
the project’s tenants: ____________________________________________________________________
                                                                                                               Page 41 of 99




     Section 5b. Staffing Levels Table

No hard and fast industry standards exist for supportive service staffing levels. However, industry practice indicates a range of
10 to 15 tenant households per staff person for a project serving a target population likely to need intensive services (i.e.
homeless, dually-diagnosed individuals). A project serving a less service-intensive target population could be staffed by a
range of 15 to 25 tenant households per staff person.

Indicate the staffing level for your project by completing the calculation below. If your staffing level, as calculated below,
differs from these industry practices, please provide a narrative explanation. The project must meet or address the
industry standards.


a.            Total Target Population and Special Needs Population Project Units (Unit Calculation Table - Part
              1, Section 1j.)                                                                                              0

b.            Total FTE Support Service Staff (from FTE Column of Staffing Structure – Part 2, Section 5a)                 0
c.            Number of Target Population and Special Needs Population Project Units Per FTE Staff Person (a
              ÷ b)                                                                                                      #DIV/0!



If the project serves multiple Target Population or Special Needs Population households within individual units, also indicate
the staffing level per household by completing the calculation below.


d.            Total Target Population and Special Needs Population Households (Refer to Unit Calculation Table
              - Part 1, Section 1(k))                                                                                      0

e.            Total FTE Support Service Staff (from FTE Column of Staffing Structure – Part 2, Section 5a)                 0
f.            Number of Target Population and Special Needs Population Project Households Per FTE Staff
                                                                                                                        #DIV/0!
              Person (d ÷ e)



ITEM B 17, PART 2, SECTION 6. TENANT ENGAGEMENT

Industry practice indicates that services to tenants in supportive housing should be voluntary. That is, participation in services
is not a requirement of tenancy. In order to elicit tenant participation in services, successful service providers develop and
implement plans for tenant engagement.

Provide a narrative description of how you will engage tenants in services during their tenancy in your project.
Note: The tenant engagement plan is distinct from your marketing and outreach efforts for attracting applicants to the project,
as described in the Tenant Selection Narrative.
                                                                                                          Page 42 of 99


ITEM B17, PART 2, SECTION 7

To be eligible for GHI funding, projects must demonstrate a focus on measurable outcomes, the ability to track and evaluate
service utilization data, and a plan for evaluation.


Please be sure that the information provided in this section is consistent with and satisfies the California Department of Mental
Health's MHSA outcome reporting requirements for those engaged in full service partnerships (or, in the case of small counties,
the level of services commensurate with full service partnerships).

  Section 7a. Measurable Outcomes Chart
Outcomes are what you expect to happen for the people served by your project. Outcomes are sometimes called results.
Outcome objectives are time-specific measurable goals that identify how you know if you are achieving your desired results.
Outcome objectives are sometimes called outcome benchmarks or indicators.

Measurable Outcomes Chart

Please categorize the outcomes for your project into three categories:

1. Residential stability: tenants maintain permanent housing.

2. Increased skills or income: tenants gain job-related skills, participate in job-related training and/or education, gain part-time
or full-time supported employment, gain access to mainstream service/income support programs for which they are eligible.

3. Greater self-determination: tenants gain daily living skills and ability to plan and advocate for themselves to maximize
independence and self-sufficiency.

Please complete the following chart. You may have multiple projected outcomes under a single category.

       Category                                Outcomes                                        Outcome Objectives
Residential Stability



Increased Skills and/or
Income


Greater Self-
Determination
                                                                                                                     Page 43 of 99




Examples:


       Category                               Outcomes                                        Outcome Objectives
Residential Stability     Tenants will maintain affordable housing with       xx# (representing xx%) of tenants will maintain
                          needed services.                                    housing w/ needed services for xx years.

Increased Skills and/or Tenants will gain employment.                         xx# (representing xx%) of tenants will gain some
Income                                                                        form of employment within xx months of becoming
                                                                              housed.
Greater Self-             Tenants will exercise more control over their       xx# (representing xx%) of tenants will report
Determination             lives.                                              increased confidence and skills in advocating for
                                                                              their own needs within xx months of becoming
                                                                              housed.




  Section 7b. Data Tracking and Evaluation Plan


Please attach a narrative describing your data tracking and evaluation plan, organized into the titled sections as indicated below:

1. Data Collection and Tracking


Describe how you intend to collect and track data on the effectiveness of your project, including:

(a) The outcomes projected in the chart in 7a. (Note: The GHI NOFA requires monthly data collection, evaluation and
reporting with a baseline established at move-in.)
(b) Pre- and post-occupancy service utilization data for tenants who were, or become during occupancy, incarcerated,
hospitalized or housed in a residential treatment or homeless facility. Be sure to indicate the systems of care that will be the
sources of the data (i.e. criminal justice, mental health, substance abuse, homeless facilities).

2. Evaluation

(a) Describe how you intend to analyze/evaluate the data on the effectiveness of your project, including the outcomes projected
in 7a and the service utilization data described above.
(b) Indicate who will analyze the data and perform your evaluation (e.g. staff, consultant, etc.)
                                                                                                                                           Page 44 of 99

Part 3. SUPPORTIVE SERVICES BUDGET

   Section 1. Supportive Services Budget Table. Provide a preliminary line item Supportive Services Budget for your project using the format
provided below. Complete both the income and expense portions of the budget. Please include all costs associated with implementing your
Supportive Services Plan as described in Part 2 above, including any in-kind services essential to your plan's success. Total expenses should not exceed
total income. Add expense item categories and lines as necessary.

If any expense line item is comprised of multiple expense items and exceeds $25,000, please provide additional detail by listing component expenses
separately as line items. (For example, if the "other expenses" category exceeds $25,000 and is comprised of telephone, postage & freight and
publications costs, please add lines under "other expenses" and list these line items separately.) Do not include costs associated with providing services
in non-Target Population or non-Special Needs Population Units. If costs are associated with both Target Population and Special Needs Population
and non-Target Population and non-Special Needs Population Units, include only that portion of the costs associated with Target Population and
Special Needs Population Units.


Note: If the costs for an On-Site Supportive Services Coordinator are included as part of the project's Operating Budget (as documented in Section C,
Project Feasibility Items C10 and C11) and the position will serve the Target Population and Special Needs units, this position and the dollars
associated with this position (or that portion of the position that will serve the Target Population and Special Needs units) must be included in this
Supportive Services Budget Table. These funds should be categorized as "Not Committed" in the Status column of this table.



INCOME SOURCE (Include the name and address of the                 AMOUNT              TYPE       STATUS (Committed, Intent to % OF TOTAL
 agency/organization and a contact name and telephone                               (Cash or In-     Fund or Provide, Not       BUDGET
                       number)                                                     kind Services)        Committed)



Income Source
Income Source
Add lines as necessary
Total Income

                      EXPENSE ITEM                                 AMOUNT              TYPE       STATUS (Committed, Intent to % OF TOTAL
                                                                                    (Cash or In-     Fund or Provide, Not       BUDGET
                                                                                   kind Services)        Committed)


Staff Salaries: List by title of position. (This list should
match the Staffing Chart in Part 2, Section 5a. above.)
Staff Position                         FTE:
Staff Position                         FTE:
Add lines as necessary
Fringe Benefits
Total Staff Expenses

Consultants: List by Function
Subcontractors or Partners :List by Entity & Type of Service
Equipment
Supplies
Travel
Office Rent/Occupancy Costs (Do not include rent or leasing
costs for supportive housing units)
Training
Other Expenses
Add lines as necessary
Total Expenses
                                                                                                                                       Page 45 of 99
   Section 2. Supportive Services Cost Per Unit: No hard and fast industry standards exist about supportive services cost per unit. However,
industry practice indicates a range between $5,000 - $10,000 per household unit, depending upon the intensity of the needs of the target population.

Complete the following calculation about supportive services cost per unit for your project. If your supportive services cost per unit, as calculated
below, differ from industry practice, please provide a narrative explanation. The project must meet/address the industry standard.

                                                Supportive Services Cost Per Unit Calculation Table
     a.     Total Target Population and Special Needs Population Project Units:
                                                                                                                                               $0
            (Unit Calculation Table - Part 1, Section 1(j))
     b.     Total Supportive Services Costs:
                                                                                                                                               $0
            ( Support Services Budget - Part 3, Section 1 "Total Expenses" line)
     c.     Total Supportive Services Costs per Unit:
                                                                                                                                            #DIV/0!
            (b ÷ a)

If the project will serve multiple Supportive Housing or Special Needs households within individual units, also indicate the supportive services cost per
household by completing the calculation below:

     d.     Total Target Population and Special Needs Population Households: (Unit calculation Table - Part 1, Section 1(k)
                                                                                                                                               $0
     e.     Total Supportive Services Costs: (Support Services Budget - Part 3, Section 1 "Total Expenses " line)
     f.     Total Supportive Services Costs per Household:
                                                                                                                                            #DIV/0!
            (e ÷ d)


   Section 3. Funding and Service Commitments: A minimum of 25% of the total Supportive Services Budget must be committed or supported by
a letter of intent in order to be eligible for funding as a GHI Supportive Housing project. GHI Supportive Housing Projects must include MHSA
funding for Supportive Services and must include MHSA funding for rental subsidies if those subsidies are needed to maintain financial feasibility.
To verify those commitments, the attached MHSA Funding Commitment Form must be completed by the County Mental Health Department and
submitted with the application.
Letters of commitment or intent to fund or provide in-kind services on agency/organization letterhead and include the following:

             Project Name;
            Description of services to be funded or provided;
            Value of funds or in-kind services. If cash is to be provided, state the source of funds.
            Term of funding or service provision; and
            A brief description and history of the agency/organization providing the funding or services.

Note that services/funding documented in this Part 3 must state the dollar value of the funding or in-kind services and must appear in Section 1
Supportive Services Budget Table above.
                                                                                                                                       Page 46 of 99
                                                             Item B 17
                                                          Part 3, Section 3
                                                   MHSA Funding Commitment Form

To the project sponsor: Provide the project information indicated below. Submit this form to your county mental health department to provide a
verification of the funding commitment to this project.
Project Sponsor:
Primary Service Provider:
Project Name:
Project Address:
Project City:
Project County:

Name of verifying county mental health department:


To the county mental health department: Please complete the remainder of this form and the signature block below.

Firm Funding Commitment
We commit to provide Mental Health Services Act (MHSA) funding for supportive services for the duration of the state loan for tenants of the
affordable housing project described above, as follows:
Amount of funds committed:                                                 $


We also commit to provide on-going rental or operating subsides, with amounts estimated as
shown in the attached projections.                                                                      Yes         No

Initial Annual Amount to be
Commited:                            $


Commitment conditions (e.g. receipt of funds from the State):


This Project is a Priority Use of MHSA Funds
It is acknowledged that total revenues received from the State under the MHSA may vary from year-to-year. If they decrease, we will make this
project a priority use of remaining funds, and not reduce the funding provided to it.

Consistency with Community Services and Supports Plan
The commitment included herein is consistent with the Community Services and Supports Plan submitted
or to be submitted on (date of actual or projected submission of CSS Plan):




Statement Completed by (please print):
Signature:
Title:
Dated:

Agency or Department:
Agency or Department Address:
Agency or Department Phone:
                                                                                                                                              Page 47 of 99
Part 4. PROJECT SPONSOR AND SERVICE PROVIDER EXPERIENCE

   Section 1. Project Sponsor Experience Table: In order to meet the Sponsor experience requirement for Supportive Housing Projects, the project
Sponsor must document a minimum of 24 months experience in the ownership or operation (including long-term leasing) of at least one special needs
or supportive housing project of at least five or more dwelling units to qualify as a rental housing development. (Note: bedrooms in a single-family
house or apartment do not count as units of housing for demonstrating project sponsor experience.)
In order to document the requirement, complete and submit the table containing the information required below.
Note: meeting this requirement establishes only that the Project Sponsor qualifies as a Supportive Housing Project Sponsor. There are additional
requirements related to scoring. Refer to Item D 3 for an explanation of scoring related to Development and Ownership Experience of the Project
Sponsor, and complete all relevant exhibits in that Section.


Project Sponsor: _________________________________________________

           Project           Number of      Ownership or           Population(s)         Service Provider                        References
                             Units         Operation Term            Served
                             Contained
    Provide the name and                 Provide the beginning      List each          Provide contact name,       Provide one reference able to verify the
    address of the project                 and end dates of        supportive          address, and telephone         role of the sponsor in the project
                                         ownership or operation housing/special       number if the provider is     submitted for experience. Include the
                                                                needs population       other than the Sponsor       organization name and contact name,
                                                                     served                                             title, and telephone number.




If the project you are submitting as evidence of experience is a project you operate under a long-term lease or other arrangement that involves all the
responsibilities commensurate with ownership, also submit the following additional documentation[1]:


    A narrative description of the job title or position, roles, and responsibility of the project sponsor. This description shall provide HCD with
information sufficient to make a determination that the operation experience is commensurate with ownership experience.
      A copy of all supporting documentation (e.g. a copy of the long-term lease) clearly identifying the significance of the supporting documentation.




[1]
  If the project you are submitting as evidence of experience is also documented in Item D3, Attachment 3a and 3b, you do not need to submit this
additional material here in Part 4, as it is already a required submission under Item D3.
                                                                                                                                                               Page 48 of 99
  Section 2. Primary Service Provider Experience:
Complete tables 2a and 2b below to document service provider experience: Service Provider Experience Chart and Service Funding History Table.

2a: Service Provider Experience Chart
The primary/lead service provider (which may be the sponsor) must document at least 24 months in the successful provision of services to the Target Population. The
primary/lead service provider is the entity responsible for providing services to the tenants eligible for MHSA services, and for overall implementation of the service plan,
including coordination between multiple service providers, where applicable. Complete and submit the table containing the information required below:



    Name of Proposed Primary/Lead Service Provider:


             Number of Years Provider Has Been Providing Support Services To The Target Population:

       Name of             Number of Target            Service Type/Description of          Beginning and End           Number of          Name and Phone Number of
   Program/Project         Population Units in              Services Provided                 Dates Services        Unduplicated Clients    Person Who Can Provide a
                                Project                                                         Provided             Served Annually     Reference Regarding the Services
                                                                                                                                                      Provided
                                                                                                                                         (Reference person should not be
                                                                                                                                             affiliated with the service
                                                                                                                                                      provider)
                                                                                                                          Page 49 of 99
   Section 2b. Service Funding History Table: The purpose of this section is to document the funding history of the primary
service provider. The primary service provider shall document a history of securing supportive service funding sufficient for the
State to make a determination that the provider will be able to access funds from the programs that fund the services identified in the
Supportive Services Chart. List only funding obtained in the last five years.



Complete the table containing the information required below:


 Funding History for:
                                                        (Name of Service Provider)
Source of Funds (Include reference        Purpose of Award Amount of Award Date                         Population(s) Served
  name and telephone number)               (Use of Funds)      Funds and Funding
                                                                             Term




Part 5. Property Management Experience

  Section 1. Property Management Experience:
Industry practice indicates that a Supportive Housing Project is best served by a property manager with experience in providing
property management in special needs or supportive housing projects.
The sponsor shall document that the proposed property manager has at least 24 months experience managing a special needs or
supportive housing project of five or more dwelling units to qualify as a Rental Housing Development. Where the proposed project
contains fewer than 20 units, the Department may approve a property manager with experience managing properties that do not
qualify as a rental housing development provided that the property manager has experience managing properties serving the proposed
target population. Complete and submit the table containing the information required below:


Proposed Property Manager:


  Project Name and        Number of         Supportive               Services Provided           Dates    Contact Name and
       Address            Units in the Housing/Special Needs                                    Property Telephone Number for
                           Project     Population(s) Served                                   Management      the Project
                                                                                               Began and    Owner/Operator
                                                                                                 Ended




  Section 2: Property Management Contract: Where the project sponsor is contracting for property management services, the
sponsor must include a copy of the management contract or a letter of interest from the proposed property manager indicating a
willingness to enter into the contract for management services to the project.
                                                                  Page 50 of 99


                    Section C

         Project Feasibility

Item
C 1.    Local Approvals and Zoning/Land Use Form
C 2.    Development Timetable
C 3.    Worksheet to Determine Maximum Allowable Loan Amount
C 4.    Loan Limit Worksheet
C 5.    Shared Cost Calculation Worksheet
C 6.    MHP Loan Amount Calculation Worksheet
C 7.    Project Financing (Sources of Funds)
C 8.    Development Budget
C 9.    Income Information
C 10.   First Year Operating Budget and Cash Flow Analysis
C 11.   15 Year Pro Forma
C 12.   Service Coordination
C 13.   Estimate of Unit Construction Cost Based on Prevailing Wage Rates
C 14.   Appraisal and Market Study
C 15.   Copies of Planning Approvals
C 16.   Copies of Resumes of the Project Contractor and Architect
C 17.   Copies of Schematic Drawings
C 18.   Description of Current Condition-rehabilitation projects only
C 19.   Scope of Work-rehabilitation projects only
C 20.   Current Rent Roll-rehabilitation projects only
C 21.   Utility Allowance Estimates
C 22.   Copy of Letter to Local Government
C 23.   Operating Expense Comparables
                                                                                               Page 51 of 99

                                                    Item C 1

                              Local Approvals and Zoning/Land Use
Local Approvals Required
Identify Project Approvals Required or Indicate “Not Applicable”:

                                           Application           Estimated                  Actual
                                              Date             Approval Date             Approval Date
CEQA Review
CEQA Negative Declaration
NEPA
Coastal Commission Approval
Article XXXIV Compliance
Site Plan
Design Review
Conditional Use Permit
Variance Approval

List any additional local governmental approvals required and status of approval:




                              ZONING/LAND USE (describe the following):

Current Land Use Designation:
Current Zoning and Maximum
Density:
Proposed Zoning and Maximum
Density:
Does this site have Inclusionary
                                                               YES                  NO
Zoning?
Will a variance or CUP be required:
                                                               YES                  NO

Are there any occupancy restrictions that run with title
to the land because of Conditional Use Permits or
Density Bonuses:
Building Height Limits:
Required Parking Ratio:
Is the site in a Redevelopment Area?
                                                               YES                  NO
                                                                                    Page 52 of 99
                                              Item C 2
                                DEVELOPMENT TIMETABLE

Project Name:


           Scheduled Date                                                            Actual Date
        (Indicate Month/Year)                                                   (Indicate Month/Year)
                                        SITE
                                   Phase 1 or 2 Environmental Site Assessment
          _______/_______          Completed                                      _______/_______
          _______/_______          Site Acquired                                  _______/_______

                                 LOCAL PERMITS/APPROVALS
          _______/_______          Conditional Use Permit                         _______/_______
          _______/_______          Variance                                       _______/_______
          _______/_______          Site Plan Review                               _______/_______
          _______/_______          Grading Permit                                 _______/_______
          _______/_______          Building Permit                                _______/_______
          _______/_______          Density Bonus                                  _______/_______

                                  CONSTRUCTION FINANCING
List of name of each lender and dates of enforceable commitments or awards
          _______/_______          1.                                             _______/_______
          _______/_______          2.                                             _______/_______
          _______/_______          3.                                             _______/_______
          _______/_______          4.                                             _______/_______
          _______/_______          5.                                             _______/_______

                                   PERMANENT FINANCING
Name of each lender, grant and dates of enforceable commitments or awards
          _______/_______          1.                                             _______/_______
          _______/_______          2.                                             _______/_______
          _______/_______          3.                                             _______/_______
          _______/_______          4.                                             _______/_______
          _______/_______          5.                                             _______/_______




                                         LOAN CLOSING
          _______/_______          Construction Loan Closing                      _______/_______
          _______/_______          Construction Start                             _______/_______
          _______/_______          Construction Complete                          _______/_______
          _______/_______          TCAC Placed In Service Application             _______/_______
          _______/_______          Occupancy of All Assisted Units                _______/_______
          _______/_______          MHP Permanent Loan Closing                     _______/_______
                                                                        Page 53 of 99
                                           Item C 3

  WORKSHEET TO DETERMINE MAXIMUM ALLOWABLE
                 LOAN AMOUNT
                            MHP Regulation Section 7302 (b)



                                   PERMANENT FINANCING
Total Project Cost                                                                  $0
Less Net Syndication Proceeds/Investor Equity                                       $0
Less Additional Owner/General Partner Equity                                        $0
                                TOTAL ESTIMATED FINANCING NEED                      $0
Less Supportable Conventional or Bond Debt Financing                                $0
Less "Soft" Financing and Grants                                                    $0
                                                        FUNDING GAP =               $0


Note:
Exclude any bridge loan from funding gap calculation.
                                                                                                                                                                Page 54 of 99
                                                                                 Item C 4


                                                                 LOAN LIMIT WORKSHEET
                                                                  (Section 7307 of MHP Regulations )
Enter unit sizes and rent restriction levels as shown on Item C9 of MHP Application. Enter corresponding loan amounts indicated on the current MHP Per Unit Loan Limits
chart. Unless project is a 9% LIHTC project, add an additional $30,000 to stated loan limits for Target Population units. Enter Manager's unit at 60% level.
  A        B            C         D            E       F          G        H         I           J            K          L              M           N          O           P


       Per Unit              Total   Per Unit                    Per Unit
      Loan Limit    # of    Allowed   Loan                Total   Loan                                     Per Unit                    Total     Per Unit                Total
         for     Restricted   for     Limit      # of    Allowed Limit       # of              Total      Loan Limit    # of          Allowed   Loan Limit    # of      Allowed
AMI Efficiency Efficiency Efficiency   for    Restricted   for      for   Restricted         Allowed         for     Restricted         for        for     Restricted     for
Level    Unit      Units     Units    1 Br.     1 Br.     1 Br.    2 Br.    2 Br.            for 2 Br.      3 Br.      3 Br.           3 Br.      4+ Br.    4+ Br.       4+ Br.
                                (B x C)                         (E x F)                       (H x I)                                 (K x L)                            (N x O)

 60%                               0                               0                             0                                       0                                  0
 55%                               0                               0                             0                                       0                                  0
 50%                               0                               0                             0                                       0                                  0
 45%                               0                               0                             0                                       0                                  0
 40%                               0                               0                             0                                       0                                  0
 35%                               0                               0                             0                                       0                                  0
 30%                               0                               0                             0                                       0                                  0


MHP
Level

  A                                0                               0                             0                                       0                                  0
  B                                0                               0                             0                                       0                                  0
  C                                0                               0                             0                                       0                                  0




        Column                            D                G                    J                        M                        P                  TOTAL
        Sum of Column                     $0               $0                   $0                       $0                   $0                         $0
                                                                                                                   Page 55 of 99
                                                       Item C 5
                                           Shared Cost Calculation Worksheet

For Projects containing 100% (excluding the manager's unit) Restricted Units
A.          Total eligible development cost                                                               $0


                                                                OR

For Projects containing Market Rate Units
Pursuant to Section 7304 (c) of the MHP Regulations, the shared cost factor will be based on the ratio between the gross floor area
of the Restricted Units and the gross floor area of all Residential Units.

B.          Gross Square Footage of Restricted Units                                                        0

C.          Gross Square Footage of all Residential Units                                                   0

D.          Factor, Divide B by C, Express as a Whole Number Percentage                              #DIV/0!

E.          All Eligible Costs

F.          Multiplied by Factor D Above                                                     x       #DIV/0!

G.          Maximum Program Loan Amount                                                              #DIV/0!


Note: The above is a safe harbor calculation. Sponsor may substitute a more precise calculation of costs associated exclusively
with Restricted Units, but must clearly illustrate its calculation methodology on a separate page(s) placed after this attachment.
The Sponsor’s calculation result should be placed on line F with a footnote that an explanation of the methodology used has been
attached.

                                                                OR

                                      For Projects Containing Commercial Space

Calculate proportion of total development costs attributable to restricted units pursuant to Section 7304 (c) of the MHP
Regulations . Clearly show calculation and attach to this page.

H.           Portion of TDC attributable to Restricted Units:


For those projects containing commercial space, we recommend the Sponsor contact an MHP Representative for assistance.
0
                                                                           Page 56 of 99
                                          Item C 6

                                    MHP
                    LOAN AMOUNT CALCULATION WORKSHEET

Loan Amount cannot exceed lesser of 1 through 4:

1.       Item C 3:                                                                             $0
         (Funding Gap from Worksheet to Determine Maximum Allowable Loan Amount)

2.       Item C 4                                                                              $0
         (Total from Loan Limit Worksheet):

3.       Item C 5                                                                          #DIV/0!
         (Line A, G, or H from Shared Cost Calculation Worksheet)

4.       Maximum Per Project MHP Loan:                                                $7,000,000


5.        MHP Loan Amount:                                                                 #DIV/0!
                                 (Enter the Lesser of 1 through 4 above)




6.       Total Funding Request                                                             #DIV/0!
                                                                                                 Page 57 of 99
                                                        Item C 7

                           PROJECT FINANCING (SOURCES OF FUNDS)
   A. Construction Financing
   List below all projected sources required to complete construction, ordered by their lien position. Attach
   evidence of commitment status (e.g. commitment letters, grant awards, subsidy contracts or loan
   documents). Attach extra sheets as necessary. To be considered an enforceable commitment for the
   purpose of receiving Readiness Points in Item D 6, the commitment must be an enforceable
   commitment as described on page 7 (Instructions for Item C 7).
     Lien                  Name of Lender/Source        Term in Months Interest Rate            Amount of Funds
    Position




                                                             Total Tax Credit Equity =                                 $0
                                                        Total Funds for Construction =                                 $0

1. Name of Lender/Source
   Street Address
   Contact Name
   City/State
   Phone Number
   Fax Number
   Email Address
   Type of Financing
                                                           Commited            Not Commited

2. Name of Lender/Source
   Street Address
   Contact Name
   City/State
   Phone Number
   Fax Number
   Email Address
   Type of Financing
                                                           Commited            Not Commited

3. Name of Lender/Source
   Street Address
   Contact Name
   City/State
   Phone Number
   Fax Number
   Email Address
   Type of Financing
                                                           Commited            Not Commited


Note:
Provide explanation if Construction Sources differ from Permanent Sources. Itemize costs that will be deferred until
permanent loan closing or thereafter.
                                                                                                              Page 58 of 99
                                                          Item C 7, Continued

                                       PROJECT FINANCING (Sources of Funds)
     B. Permanent Financing
     List below all projected sources of funds, include Grants, Land Donations, deferred fees, owner equity, etc, ordered by their Lien
     position. Attach evidence of commitment status (e.g., commitment letters, grant awards, subsidy contracts or loan documents).
     Attach extra sheets as necessary. To be considered an enforceable commitment for the purpose of receiving Readiness
     Points in Item D 7, the commitment must be an enforceable commitment as described on page 7 (Instructions for Item C
     7).

       Lien        Name of Lender/Source        Term in      Interest   Amount of     Annual Debt    Type of Financing: i.e., Residual
      Position                                  Months         Rate      Funds          Service         Receipts, Deferred Pmt.




                                      Total Permanent Financing =                $0
                                          Total Tax Credit Equity =              $0
                                   Total Sources of Project Funds =              $0

1.   Name of Lender/Source
     Street Address
     Contact Name
     City/State
     Phone Number
     Fax Number
     Email Address
                                                  Commited        Not Commited
2.   Name of Lender/Source
     Street Address
     Contact Name
     City/State
     Phone Number
     Fax Number
     Email Address
                                                  Commited        Not Commited
3.   Name of Lender/Source
     Street Address
     Contact Name
     City/State
     Phone Number
     Fax Number
     Email Address
                                                  Commited        Not Commited

4.   Name of Lender/Source
     Street Address
     Contact Name
     City/State
     Phone Number
     Fax Number
     Email Address
                                                  Commited        Not Commited

Note: Where MHP is identified as a lender, make sure all MHP funds are included in the loan amount.
                                                                                                                Page 59 of 99
                                                      Item C 7, Continued

                                    PROJECT FINANCING (Sources of Funds)
     C. Rent/Operating Subsidies
     List below all projected sources of rent/operating subsidies. For MHSA rent subsidy commitments, attach the MHSA
     Funding Commitment Form from Item B17, Part 3, Section 3. For other proposed rent/operating subsidies, attach evidence
     of commitment status (e.g., application cover page/letter, commitment letters, grant awards, subsidy contracts, Section 8
     AHAP/HAP contract or letter of certification by local public housing authority, etc.)

        Name of     Name of Rent/Operating      Date         Date of    Expected No. of Units to $ Amount of Annual
     Rent/Operating Subsidy Program and       Application Award/Expecte  term of    Receive      Assistance Requested
        Subsidy     Component (e.g., Shelter Submitted/To d Award Date subsidy in  Requested or To Be Requested
     Funder/Source Plus Care Project-Based be Submitted                   years     Subsidy
                      Rental Assistance)
                                                                                                  $                -
                                                                                                  $                -
                                                                                                  $                -
                                                                                                  $                -
                                                                                                  $                -
                                                                                                  $                -
                                                                                                  $                -
                                                                                                  $                -
                                                                                                  $                -
                                                                            Totals            0 $                  -

1.   Name of Funder/Source
     Street Address
     Contact Name
     City/State
     Phone Number
     Fax Number
     Email Address
                                                 Committed       Not Committed



2.   Name of Funder/Source
     Street Address
     Contact Name
     City/State
     Phone Number
     Fax Number
     Email Address
                                                Committed        Not Committed




     Continuum of Care Process
     If one or more of the operating subsidy programs listed above is part of your local Continuum of Care process (i.e., Shelter
     Plus Care, Supportive Housing Program, Section 8 Mod Rehab SRO, etc.), please complete the following Continuum of Care
     information

                                                                                                Yes             No
1. Has your community completed its Continuum of Care ranking process?

2. If you answered yes to question number one, is your project ranked within the
   fundable range (i.e., within HUD's allocation for the applying jurisdiction?)                Yes              No


3. If you answered no to question number one, when will your community complete its
   Continuum of Care ranking process?

     If your project uses more than two rent/operating subsidy sources and /or uses more than one rent/operating subsidy source
     that is part of the Continuum of Care process, please add additional pages.
                                                                                                                    Page 60 of 99
                                                                  Item C 8
                                                        Development Budget
                                            Total Project     Residential                    Residential Costs Analysis
    Item                                        Costs           Costs                Per Unit           Per SF          Per Bdrm.
    Land Cost or Value                                                               #DIV/0!           #DIV/0!          #DIV/0!
    Demolition                                                                       #DIV/0!           #DIV/0!          #DIV/0!
    Legal                                                                            #DIV/0!           #DIV/0!          #DIV/0!
    Existing Improvements Value                                                      #DIV/0!           #DIV/0!          #DIV/0!
    Off-Site Improvements                                                            #DIV/0!           #DIV/0!          #DIV/0!
    REHABILITATION
    Site Work                                                                        #DIV/0!           #DIV/0!          #DIV/0!
    Structures                                                                       #DIV/0!           #DIV/0!          #DIV/0!
    General Requirements                                                             #DIV/0!           #DIV/0!          #DIV/0!
    Contractor Overhead                                                              #DIV/0!           #DIV/0!          #DIV/0!
    Contractor Profit                                                                #DIV/0!           #DIV/0!          #DIV/0!
       Subtotal Rehab                                   $0               $0          #DIV/0!           #DIV/0!          #DIV/0!
    Relocation Expenses                                                              #DIV/0!           #DIV/0!          #DIV/0!
    NEW CONSTRUCTION
    Site Work                                                                        #DIV/0!           #DIV/0!          #DIV/0!
    Structures                                                                       #DIV/0!           #DIV/0!          #DIV/0!
    General Requirements                                                             #DIV/0!           #DIV/0!          #DIV/0!
    Contractor Overhead                                                              #DIV/0!           #DIV/0!          #DIV/0!
    Contractor Profit                                                                #DIV/0!           #DIV/0!          #DIV/0!
       Subtotal New Construction                        $0               $0          #DIV/0!           #DIV/0!          #DIV/0!
    Total Architectural Costs                                                        #DIV/0!           #DIV/0!          #DIV/0!
    Const. Interest &Fees                                                            #DIV/0!           #DIV/0!          #DIV/0!
    Insurance                                                                        #DIV/0!           #DIV/0!          #DIV/0!
    Perm. Financing Costs                                                            #DIV/0!           #DIV/0!          #DIV/0!
    Lender Legal Pd. by Applicant                                                    #DIV/0!           #DIV/0!          #DIV/0!
    Other Legal - (SPECIFY)                                                          #DIV/0!           #DIV/0!          #DIV/0!
    Capitalized Rent Reserves                                                        #DIV/0!           #DIV/0!          #DIV/0!
    Capitalized Operating Reserve                                                    #DIV/0!           #DIV/0!          #DIV/0!
    Capitalized Replacement Reserves                                                 #DIV/0!           #DIV/0!          #DIV/0!
    Capitalized Rent Subsidy (CRS) Reserve                                           #DIV/0!           #DIV/0!          #DIV/0!
    Appraisal                                                                        #DIV/0!           #DIV/0!          #DIV/0!
    Survey and Engineering                                                           #DIV/0!           #DIV/0!          #DIV/0!
    Construction Contingency                                                         #DIV/0!           #DIV/0!          #DIV/0!
    TCAC App/Alloc/Monitor Fees                                                      #DIV/0!           #DIV/0!          #DIV/0!
    Environmental Audit                                                              #DIV/0!           #DIV/0!          #DIV/0!
    Local Dev. Impact Fees                                                           #DIV/0!           #DIV/0!          #DIV/0!
    Permit Processing Fees                                                           #DIV/0!           #DIV/0!          #DIV/0!
    Capital Fees                                                                     #DIV/0!           #DIV/0!          #DIV/0!
    Marketing                                                                        #DIV/0!           #DIV/0!          #DIV/0!
    Furnishings                                                                      #DIV/0!           #DIV/0!          #DIV/0!
    Other: Inspection/testing                                                        #DIV/0!           #DIV/0!          #DIV/0!
    Other: (SPECIFY)                                                                 #DIV/0!           #DIV/0!          #DIV/0!
    Other: (SPECIFY)                                                                 #DIV/0!           #DIV/0!          #DIV/0!
    Developer Overhead/Profit                                                        #DIV/0!           #DIV/0!          #DIV/0!
    Consultant/Processing Agent                                                      #DIV/0!           #DIV/0!          #DIV/0!
    Project Administration                                                           #DIV/0!           #DIV/0!          #DIV/0!
    Broker fees paid by owner                                                        #DIV/0!           #DIV/0!          #DIV/0!
    Const. Mngmt Oversight                                                           #DIV/0!           #DIV/0!          #DIV/0!
       Subtotal Developer Costs                         $0               $0          #DIV/0!           #DIV/0!          #DIV/0!

    TOTAL PROJECT COST                                  $0               $0          #DIV/0!           #DIV/0!          #DIV/0!
          Total Developer Fee (equals Subtotal Developer Costs above):                         $0
1         Total Developer Fee allowed from Development Funding Sources:

2             Developer Fee to be paid from Development Funding Sources:
         Amount of Deferred Developer Fee payable on a priority basis from
3
                                              from Available Cash Flow:
4         Deferred Developer Fee payable from allowable 50% Distribution:
    Notes:
    1.
       Per UMR Section 8312
    2.
       Per UMR Section 8314
    Projected Developer Fee that TCAC will allow to be included in eligible basis:
                                                                                                                                                            Page 61 of 99
                                                                                     Item C 9

                                                         UNIT MIX AND INCOME INFORMATION

                                                                           (BREAK OUT UNIT SIZES BY VARYING AFFORDABILITY LEVELS)
        (A)              (B)                      (C)                  (D)             (E)               (F)                 (G)                 (H)               (I)
  # of Bedrooms       # of Units       Proposed Monthly Rent     Total Monthly   Monthly Utility    Monthly Rent      % of Area Median  Designate as GHI for Designate if
                                        (not including Utility       Rents         Allowance       includes Utility Income or MHP Level  Target Population    Subsidized
                                             Allowance)                                           Allowance (from        (A, B or C)    Units or SNP if Other Unit (Yes or
                                                                                                 the MHP Max Rent                          Special Needs          No)
                                                                                                        Chart)                           Population Units *


                                               (F - E)              (B x C)                            (C + E)
Restricted Units
                                                                              $0                                 $0
                                                                              $0                                 $0
                                                                              $0                                 $0
                                                                              $0                                 $0
                                                                              $0                                 $0
                                                                              $0                                 $0
                                                                              $0                                 $0
                                                                              $0                                 $0
                                                                              $0                                 $0
                                                                              $0                                 $0
Total # Units                      0          Total Mo. Rents                 $0


                                                                                                 Will the Manager's unit(s) be Restricted to 60%
Manager's Unit(s)                                                                                AMI or less?
                                                                              $0
                                                                              $0                                        YES            NO
                                                                              $0
Total # Units                      0          Total Mo. Rents                 $0

Market Rate Units
                                                                              $0
                                                                              $0
                                                                              $0
                                                                              $0
Total # Units                      0          Total Mo. Rents                 $0

* Use separate line entries for GHI or SNP Units.

AGGREGATE MONTHLY RENTS
FOR ALL UNITS                                                                 $0
                      x 12

AGGREGATE ANNUAL
RENTS FOR ALL UNITS (column d):                                               $0




Notes:
Income information must be consistent with income levels targeted in the application on Item D 1.
                                                                                                                                        Page 62 of 99
                                                             Item C 9, Continued

                                         UNIT MIX AND INCOME INFORMATION


Rental Subsidy Income/Operating Subsidy, if any:

  Number of Units Receiving Assistance
  Length of Contract (years)
  Expiration Date of Contract

TOTAL PROJECTED ANNUAL RENTAL SUBSIDY

Miscellaneous Income:

  Annual Income from Laundry Facilities
  Annual Income from Vending Machines
  Annual Interest Income
  Other Annual Income (Specify)

TOTAL MISCELLANEOUS INCOME                                                    $0

TOTAL ANNUAL POTENTIAL GROSS INCOME                                                            $0
(From Residential Sources)


Commercial Income:
  Annual Income from Professional Space
  Annual Income from Commercial Space

TOTAL ANNUAL COMMERCIAL INCOME                                                $0



Monthly Resident Utility Allowance by Unit Size (utility allowances must be itemized and correlated with the most current PHA utility
allowance schedule included in Item C21).

                  0 Bedroom 1 Bedroom            2 Bedroom        3 Bedroom        4 Bedroom        ( ) Bedroom
Space Heating
Water Heating
Cooking
Lighting
Other (Specify)
TOTALS                  $0                  $0               $0               $0               $0                 $0

Name of PHA Providing Utility Allowances:
                                                                                                Page 63 of 99
                                                  Item C 10

        FIRST YEAR OPERATING BUDGET AND CASH FLOW ANALYSIS


                                                                             Avg.      Avg.      Percent of
                                                              Annual        P/U/Y     P/U/M     Gross Income
INCOME:
  Tenant Payments [or Underwriting Rents                               $0   #DIV/0!   #DIV/0!          #DIV/0!
  pursuant to Section 7312 of the MHP
  Regulations ]
  Rent Subsidy (SPECIFY)                                               $0   #DIV/0!   #DIV/0!          #DIV/0!
   Commercial Income                                                   $0   #DIV/0!   #DIV/0!          #DIV/0!
   Other Income - (SPECIFY)                                            $0   #DIV/0!   #DIV/0!          #DIV/0!
GROSS SCHEDULED INCOME                                                 $0   #DIV/0!   #DIV/0!          #DIV/0!
LESS:                                                                       #DIV/0!
   Vacancy Rate - residential                   @ 5%                   $0   #DIV/0!   #DIV/0!          #DIV/0!
   Vacancy Rate - commercial                    @ 50%                  $0   #DIV/0!   #DIV/0!          #DIV/0!
 EFFECTIVE GROSS INCOME                                                $0   #DIV/0!   #DIV/0!          #DIV/0!
EXPENSES:                                                                   #DIV/0!
   General Administrative                                                   #DIV/0!   #DIV/0!          #DIV/0!
   Management Fee                                                           #DIV/0!   #DIV/0!          #DIV/0!
   Utilities                                                                #DIV/0!   #DIV/0!          #DIV/0!
    Payroll / Payroll Taxes                                                 #DIV/0!   #DIV/0!          #DIV/0!
    Insurance                                                               #DIV/0!   #DIV/0!          #DIV/0!
   Maintenance                                                              #DIV/0!   #DIV/0!          #DIV/0!
   Water/Sewer                                                              #DIV/0!   #DIV/0!          #DIV/0!
   Other: (SPECIFY)                                                         #DIV/0!   #DIV/0!          #DIV/0!
   Other: (SPECIFY)                                                         #DIV/0!   #DIV/0!          #DIV/0!
Operating Expenses without property taxes and                          $0   #DIV/0!   #DIV/0!          #DIV/0!
    On-Site Service Coordinator

Cost of On-Site Service Coordinator                                         #DIV/0!   #DIV/0!          #DIV/0!
Commercial Expenses                                                         #DIV/0!   #DIV/0!          #DIV/0!
Property Taxes and Assessments                                              #DIV/0!   #DIV/0!          #DIV/0!
Replacement Reserve Deposits                                                #DIV/0!   #DIV/0!          #DIV/0!
Operating Reserve Deposits                                                  #DIV/0!   #DIV/0!          #DIV/0!
Other Reserves: (SPECIFY)_____________                                      #DIV/0!   #DIV/0!          #DIV/0!
Total Operating Expenses and Reserve Deposits                          $0   #DIV/0!   #DIV/0!          #DIV/0!

NET OPERATING INCOME                                                   $0   #DIV/0!   #DIV/0!          #DIV/0!

REQUIRED DEBT SERVICE
 First Lender
 MHP                                             0.42%         #DIV/0!
 Other (SPECIFY) ___________________
 Total Debt Service                                            #DIV/0!

 Available Cash Flow                                           #DIV/0!
                                                                                                                                                                                                                                   Page 64 of 99
                                                                                                                   Item C 11

                                                                                                        15 YEAR PRO FORMA


                     Project: 0

15 Year Cash Flow                Growth
                                 Factor         Year 1       Year 2        Year 3        Year 4       Year 5      Year 6      Year 7      Year 8         Year 9        Year 10        Year 11        Year 12        Year 13        Year 14        Year 15
Rental Income                     2.5%              $0           $0            $0            $0           $0          $0          $0          $0             $0             $0             $0             $0             $0             $0             $0
Rent Subsidy                      2.5%              $0           $0            $0            $0           $0          $0          $0          $0             $0             $0             $0             $0             $0             $0             $0
Commercial Income                 2.5%              $0           $0            $0            $0           $0          $0          $0          $0             $0             $0             $0             $0             $0             $0             $0
Other Income (SPECIFY)            2.5%              $0           $0            $0            $0           $0          $0          $0          $0             $0             $0             $0             $0             $0             $0             $0
Gross Scheduled Income                              $0           $0            $0            $0           $0          $0          $0          $0             $0             $0             $0             $0             $0             $0             $0
Vacancy Loss - residential         5.0%            $0           $0            $0            $0           $0          $0          $0          $0             $0             $0             $0             $0             $0             $0             $0
Vacancy Loss - commercial         50.0%            $0           $0            $0            $0           $0          $0          $0          $0             $0             $0             $0             $0             $0             $0             $0
Effective Gross Income                              $0           $0            $0            $0           $0          $0          $0          $0             $0             $0             $0             $0             $0             $0             $0

Operating Expenses 1              3.5%              $0            $0           $0            $0          $0          $0          $0              $0             $0             $0             $0             $0             $0             $0         $0
Property Taxes                    2.0%              $0            $0           $0            $0          $0          $0          $0              $0             $0             $0             $0             $0             $0             $0         $0
On-Site Service Coordinator       3.5%              $0            $0           $0            $0          $0          $0          $0              $0             $0             $0             $0             $0             $0             $0         $0
Replacement Reserve               0.0%              $0            $0           $0            $0          $0          $0          $0              $0             $0             $0             $0             $0             $0             $0         $0
Operating Reserve                 0.0%              $0            $0           $0            $0          $0          $0          $0              $0             $0             $0             $0             $0             $0             $0         $0
Other Reserves                    0.0%              $0            $0           $0            $0          $0          $0          $0              $0             $0             $0             $0             $0             $0             $0         $0
Total OE and Reserves                               $0            $0           $0            $0          $0          $0          $0              $0             $0             $0             $0             $0             $0             $0         $0

Net Operating Income                                $0            $0           $0            $0          $0          $0          $0              $0             $0             $0             $0             $0             $0             $0         $0

First Lender                                       $0            $0            $0           $0            $0          $0          $0             $0             $0             $0             $0             $0             $0             $0          $0
MHP (.42% Annual)                           #DIV/0!       #DIV/0!       #DIV/0!      #DIV/0!       #DIV/0!     #DIV/0!     #DIV/0!     #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!
Other (SPECIFY) ___________________                $0            $0            $0           $0            $0          $0          $0             $0             $0             $0             $0             $0             $0             $0          $0
Total Debt Service                          #DIV/0!       #DIV/0!       #DIV/0!      #DIV/0!       #DIV/0!     #DIV/0!     #DIV/0!     #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!

AVAILABLE CASH FLOW                         #DIV/0!       #DIV/0!       #DIV/0!      #DIV/0!       #DIV/0!     #DIV/0!     #DIV/0!     #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!

Debt Service Coverage                       #DIV/0!       #DIV/0!       #DIV/0!      #DIV/0!       #DIV/0!     #DIV/0!     #DIV/0!     #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!



Available Cash Flow                         #DIV/0!       #DIV/0!       #DIV/0!      #DIV/0!       #DIV/0!     #DIV/0!     #DIV/0!     #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!
Asset Mgmt./ Similar Fees                   #DIV/0!       #DIV/0!       #DIV/0!      #DIV/0!       #DIV/0!     #DIV/0!     #DIV/0!     #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!
Deferred Developer Fee                       #REF!         #REF!         #REF!        #REF!         #REF!       #REF!       #REF!       #REF!          #REF!          #REF!          #REF!          #REF!          #REF!          #REF!          #REF!
Cash Available for Residual Receipts
Loans and Distributions                     #DIV/0!       #DIV/0!       #DIV/0!      #DIV/0!       #DIV/0!     #DIV/0!     #DIV/0!     #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!

Distributions                        50%    #DIV/0!       #DIV/0!       #DIV/0!      #DIV/0!       #DIV/0!     #DIV/0!     #DIV/0!     #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!
MHP Residual Payment             %          #DIV/0!       #DIV/0!       #DIV/0!      #DIV/0!       #DIV/0!     #DIV/0!     #DIV/0!     #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!
Other Residual Payments          %          #DIV/0!       #DIV/0!       #DIV/0!      #DIV/0!       #DIV/0!     #DIV/0!     #DIV/0!     #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!        #DIV/0!


NOTES:
1
    Operating Expenses and Reserves must be in accordance with UMR Sections 8308, 8309 and 8310.
                                                                                                                                                      Page 65 of 99
                                                                       Item C 13
                Budgeted Cost Estimate for New Construction Using State Prevailing Wage Rates

Who prepared estimates?
                                                                      Name                                                              Job Title

Date estimates prepared?
     Basis for estimates?
         The estimator states that, to the best of their knowledge, the construction estimates, and trade-item breakdown on this page are complete and accurate.
DIV         Trade Item                                Amount                                        Notes/Description if necessary
  3         Concrete
  4         Masonry
  5         Metals
  6         Rough Carpentry
  6         Finish Carpentry
  7         Waterproofing
  7         Insulation
  7         Roofing
  7         Sheet Metal and Flashing
  7         Exterior Siding
  8         Doors
  8         Windows
  8         Glass
  9         Lath & Plaster
  9         Drywall
  9         Tile Work
  9         Acoustical
  9         Wood Flooring
  9         Resilient Flooring
  9         Carpet
  9         Paint & Decorating
 10         Specialties
 11         Special Equipment
 11         Cabinets
 11         Appliances
 12         Blinds & Shades
 13         Modular/Manufactured
 13         Special Construction
 14         Elevators or Conveying Syst.
 15         Plumbing & Hot Water
 15         Heat & Ventilation
 15         Air Conditioning
 15         Fire Protection
 16         Electrical
            Accessory Buildings
            Other/misc
            Subtotal Structural                              $0
 2          Earth Work
 2          Site Utilities
 2          Roads & Walks
 2          Site Improvement
 2          Lawns & Planting
 2          Geotechnical Conditions
 2          Environmental Remediation
 2          Demolition
 2          Unusual Site Cond
            Subtotal Site Work                               $0
            Total Improvements                               $0
 1          General Conditions
            Subtotal                                         $0
 1          Builders Overhead
 1          Builders Profit
            TOTAL                                            $0

               Total Cost/total square foot:         #DIV/0!                                Total Cost/residential square foot:         #DIV/0!
                                                                                   Page 66 of 99


                               Section D
   Rating and Ranking Criteria
                  SECTION 7320 OF THE MHP REGULATIONS

Item
D 1.   Scoring Sheet - Extent Project Serves Households at the Lowest Income Levels - Section
       7320(b)(1) of the MHP Regulations


D 2.   Scoring Sheet – Extent Project Addresses the Most Serious Identified Local Housing Needs
       –Section 7320(b)(2) of the MHP Regulations and Attachment to Scoring Sheet – Comparable
       Market Rental Data Form


D 3.   Scoring Sheets – Development and Ownership Experience of the Project Sponsor,
       Attachment to Scoring Sheet – Development and Ownership Experience Certification, and
       Appropriate Attachment(s)–Section 7320(b)(3) of the MHP Regulations



D 4.   Scoring Sheet – Percentage of Units for Families, Supportive Housing or Special Needs
       Populations, and “At-Risk” Rental Housing Developments–Section 7320(b)(4) of the MHP
       Regulations, Attachment to Scoring Sheet - Checklist for “At Risk” of Conversion (if
       applicable), and “At Risk” of Conversion Supporting Documentation (if applicable)



D 5.   Scoring Sheet – Leverage of Other Funds –Section 7320(b)(5) of the MHP Regulations



D 6.   Scoring Sheet – Project Readiness –Section 7320(b)(6) of the MHP Regulations and
       Attachment to Scoring Sheet - Local Jurisdiction Verification of Project Readiness


D 7.   Scoring Sheet – Adaptive Reuse, Infill, or Proximity to Site Amenity- Section 7320 (b)(7) of
       the MHP Regulations

D 8.   Scoring Sheet – Negative Point Calculation (Departmental Use Only)- Informational Only -
       To be completed by HCD staff.

D 9.   Scoring Sheet – Total Rating and Ranking Points
                                                                                                    Page 67 of 99
                                                       Item D 1

                                                SCORING SHEET

     EXTENT PROJECT SERVES HOUSEHOLDS AT THE LOWEST INCOME LEVELS
             Section 7320 (b) (1) of the MHP Regulations - 35 Points Maximum


                       Total Number of Restricted Units in the Project (do not                  A
                       include the manager's unit, unless it is Restricted)
                                                                                                0

                    Project must remain consistent with unit standards in UMR Section 8304.
          B                     C                     D                     E                        F

  Restricted Units         Number of            % Of Total              Scoring                  Points
  Designated for           Restricted         Restricted Units          Factor                  Awarded
    Households            Units in this       in this Category                                  (D X E)
  with Incomes of          Category           (D divided by A)
 MHP Level A or less                                   #DIV/0!             0.75                  #DIV/0!
 MHP Level B or less                                   #DIV/0!              1.0                  #DIV/0!
 MHP Level C or less
   (Adjusted) not to
                                                                                                 #DIV/0!
    Exceed 10% of                                      #DIV/0!              1.5
    Total Restricted
          Units                                                                           (not to exceed 15)
 MHP Level C or less
     (Adjusted # in
   Excess of 10% of                                    #DIV/0!              1.0                  #DIV/0!
    Total Restricted
          Units
All point calculations will be rounded to the nearest one hundredth point.
* NOTE: Units may be counted in only one Rent Restriction level category.

                       Total Column G for Point Award (Maximum 35)                            #DIV/0!
                                                                                                      Page 68 of 99
                                                         Item D 2
                                                  SCORING SHEET


             EXTENT PROJECT ADDRESSES THE MOST SERIOUS IDENTIFIED LOCAL
                                                   HOUSING NEEDS
                               Section 7320 (b) (2) of the MHP Regulations - 15 Points Maximum

(A)   Five (5) points will be awarded based on the attachment of either (1) or (2) below:

      (1) a letter from the city or county in which the proposed project will be located. The letter must be signed by an
          individual responsible for overseeing compliance with the housing policy documents (e.g., housing element,
          consolidated plan for the locality).
          The letter must include all of the following components:
          - The local housing need that is identified in the local housing policy document
          - The local housing policy document in which the need is identified
          - A statement that this project addresses the need
          - The letter must reference the subject property specifically; or

      (2) for projects with a minimum of 70% of project units reserved for Supportive Housing or Special Needs
          Populations (all documentation required of Supportive Housing or Supportive Housing and Special Needs
          Population Projects must have been submitted in the application and approved by the Department in order for
          points to be awarded), a letter from a department of local government responsible for delivery of
          supportive services, stating that the proposed project will address a serious local housing need as it
          relates to Supportive Housing or Supportive Housing and Special Needs Populations.



          Enter five (5) points and attach the letter to this scoring sheet.

                          AND, choose ONE of the following three options; B, C or D:

(B)   An additional ten (10) points will be awarded if

      (1) at least 70% of the units are reserved for Supportive Housing or Supportive Housing and Special Needs
          Populations (all documentation for Supportive Housing or Supportive Housing and Special Needs Populations
          Projects must have been submitted in the application and approved by the Department in order for points to be
          awarded); or


      (2) at least 70% of the total project dwelling units have two or more bedrooms and are located in one of the
          following counties: Alameda, Contra Costa, Los Angeles, Marin, Monterey, Napa, Orange, San Diego, San
          Francisco, San Luis Obispo, San Mateo, Santa Barbara, Santa Clara, Santa Cruz, Solano, Sonoma or Ventura.


          Enter ten (10) points in this category based on:

                             Supportive Housing or Supportive Housing and
                                                            Special Needs                         Location
                                                             OR

                                                    (see next page)
                                                                                                     Page 69 of 99
                                                         Item D 2

                                         SCORING SHEET CONTINUED

(C)      Five (5) or ten (10) additional points may be awarded based on submitted Comparable Market Rental Data
         Forms - Attachment to Scoring Sheet which supports the current vacancy rate for at least the five (5) nearest
         competitive developments, pursuant to Section 7320(b)(2)(C ) of the MHP Regulations. The Department may
         consult other public funding agencies to verify vacancy information for the competitive developments submitted
         for point awards. A total of at least five (5) competitive developments must be submitted in order for
         points to be awarded.

                   A                                 B                            C               D                E
                                                                               Number of       Current         Calculation
              Project Name                     Project Address                  Units in       Vacancy          Factor
                                                                                Project          Rate            CxD
                                                                                                                   0
                                                                                                                   0
                                                                                                                   0
                                                                                                                   0
                                                                                                                   0



                           F                                 G                                       H
                  Total of Column E                 Total of column C                 Weighted Average Vacancy Rate
                                                                                             (F divided by G)

                               0                                 0                              #DIV/0!

         Enter ten (10) point award if the weighted average vacancy rate is less than 3%.


         Enter five (5) point award if the weighted average vacancy rate is at least 3% but less than or equal to 5%.




                                                          OR

(D)      Five (5) or ten (10) additional points may be awarded on the basis of the vacancy rate as determined by a market
         study (Item C 14). If a market study is submitted, it must be performed by a qualified third party in accordance
         with the Department's application of TCAC Market Study Guidelines, dated February 2002. HCD will
         require that market studies submitted to HCD meet the criteria in those Guidelines that address purposes
         relevant to MHP. If the proposed project is for the elderly, competitive projects must be limited to this
         population.


         Enter ten (10) point award if the vacancy rate based on the market study is less than 3%.


         Enter five (5) point award if the weighted average vacancy rate is at least 3% but less than or equal to 5%.



Total Point Award (maximum 15 points)                      0
                                                                                                                     Page 70 of 99
                                                           Item D 2
                                                   Attachment to Scoring Sheet
                                    Comparable Market Rental Data Form
                            Use this form if you have selected scoring option C on page 68
  COMPLETE ONE COPY OF THIS FORM FOR EACH OF THE FIVE (5) REQUIRED COMPETITIVE DEVELOPMENTS.

DATE OF SURVEY:                                                            DATE OPENED:

                                                                                              (If
                                                                                              of units
PROJECT NAME:

PROJECT ADDRESS:


PERSON TO CONTACT:                                                                 PHONE #:

BUILDING SPECIFICATIONS:                             DISTANCE FROM PROPOSED MHP

                Number of Bedrooms:
                        Rental Range:
                           Furnished:
                      Square Footage:
        Price Per Sq.Ft. (Rent/Sq.Ft.):
               Number of Bathrooms:
         Townhouse/Flat/Split Level:
               Total Number of Units:
        PERCENT OF TOTAL MIX:

        Utilities Paid by           Gas              Electric              Water              None
        Tenant:
        Rental Subsidies:
                               (Please describe)
SECURITY DEVICES UTILIZED:

        Full-Time Guards:           Yes                    No              Part-Time Guards: Yes                No
        Dead Bolts:                 Yes                    No                         Other:

        CURRENT VACANCY RATE: (Average over last 12 months and also insert into Column D of Item D 3)

BUILDING CONFIGURATION:                                1 Story              2 Story                Mix

TENANT PROFILE:                (Elderly, Family)

RECREATION FACILITIES/PROJECT AMENITIES                                                         (Please list)



PARKING FACILITIES:

       Spaces/Unit                        Enclosed               Covered              Uncovered _____

     Guest or Street Parking Available                                      Estimated Number of Vehicles Per Apartments
                                                                                                            Page 71 of 99
                                       Item D 3 Scoring Sheet - Instructions
                     DEVELOPMENT AND OWNERSHIP EXPERIENCE
                            OF THE PROJECT SPONSOR
                                 Section 7320(b)(3) MHP Regulations - 20 Points Maximum

Primary Scoring Method - May be utilized by all Project Sponsors
Applications will be scored based on the number of affordable rental housing developments (including tax credit projects)
that the Project Sponsor has developed and completed ("completed projects") in the ten years preceding the application due
date.
Four points are awarded for each qualified completed project, up to a maximum of twenty (20) points.
To be counted towards points under this Primary Scoring Method, completed projects must contain ten or more units, with
one exception. When the proposed project contains less than fifteen units and at least 70% of the total units in the proposed
project are reserved for Supportive Housing and Special Needs Populations (and the Project has met threshold requirements
that qualify it as a Supportive Housing Project), a completed project may have five units. For scoring purposes, units must be
apartments or SROs; bedrooms within single-family houses and apartments will not count as units.


Qualified completed projects will count for experience points if:

            1) The Project Sponsor or its affiliate (an entity under common control with the Project Sponsor) was the sole
            developer; or
            2) The Project Sponsor or its affiliate developed the project in partnership with another entity, provided that the
            Project Sponsor or its affiliate:
                         a) effectively controlled most key aspects of the development process, as evidenced by partnership
                         agreement and other indicators of control as determined by the Department.
                         b) had sufficient staff to manage the development process for all of the developments that it was
                         involved with during the development period; and
                         c) received the majority share of the developer fee for the project; or
            3) They were developed by staff currently employed by the Project Sponsor or its affiliate (or a principal of the
            Project Sponsor or its affiliate), provided that this staff:
                         a) had primary responsibility for managing the entire development process for the completed
                         project; and
                       b) will serve as the project manager for the Project (or directly supervise the project manager), with
                       primary responsibility for managing the development process.
Experience of board members will not be considered, unless they are also staff or principals.
Where the Project Sponsor is a partnership, only the experience of one entity will be considered. This entity must have a
controlling interest in the partnership, primary responsibility for development activities, a controlling and continuing role in
long-term operations, and sufficient qualified staff to carry out these roles. It must also receive the majority share of the
developer fee for the Project.
The State will evaluate all sponsors, including the roles of any general partner(s) in a limited partnership, to
determine if the sponsor's roles and responsibilities and benefits in the project development and operations are
commensurate with activities normally undertaken or controlled by project developers and owners. The sponsor will
be reviewed to determine if adequate staffing levels exist to undertake and complete the project. This criteria will be
applied in evaluating Sponsor experience for the purpose of awarding points.
                                                                                              Page 72 of 99
Alternative Scoring Method - For Supportive Housing and Special Needs Population Project Sponsors
ONLY
Supportive Housing Population Project Sponsors may establish experience using the Primary Scoring Method
described above or this Alternative Scoring Method. To qualify for the Alternative Scoring Method, at least 70%
of the Project Units must be reserved for Supportive Housing and Special Needs Populations (and the Project
must have met threshold requirements that qualify it as a Supportive Housing Project).


The Alternative Scoring Method is designed to accommodate the differing ways Supportive Housing and Special
Needs Population projects are sometimes developed and owned. It allows Project Sponsors to submit different
projects for development experience and ownership experience. It also allows the Project Sponsor to substitute
the development experience of a contracted developer or development consultant for its own and expands the
criteria for ownership by including "operation" experience as a replacement for ownership. (For these purposes,
operation means controlling a property under a long-term lease or other arrangement that involves all the
responsibilities commensurate with ownership.)


Applications under this Alternative Scoring Method will be scored based on both the number of qualified
projects developed and completed in the ten years preceding the application due date, and those currently owned
or operated. Four points are awarded for each project or pair of projects that demonstrate development and
ownership or operation experience, up to a maximum of twenty points. For example, if a Project Sponsor or
affiliated entity documents five projects demonstrating development experience and four projects demonstrating
qualified operating experience (and includes the required supporting documentation), the Project would receive
16 points in this scoring category.


To be counted towards points under this Alternative Scoring Method, completed projects must contain ten or
more units, with one exception. When the proposed project contains less than fifteen units and at least 70% of
the total units in the proposed project are reserved for Supportive Housing and Special Needs Populations (and
the Project has met threshold requirements that qualify it as a Supportive Housing Project), a completed project
may have five units. For scoring purposes, bedrooms in a single-family house or apartment do not count as units
of housing.

As discussed above, under this method of scoring, the Project Sponsor may qualify for development experience
by contracting with a developer or development consultant, provided that the Project Sponsor has contracted
with the developer or development consultant for comprehensive development services. Comprehensive
development services include: financial packaging, selection of other consultants, selection of the construction
contractor and property management agent, oversight of architectural design, construction management, and
other major aspects of the development process.



Under this Alternative Scoring Method, the Project Sponsor may substitute operation experience for ownership
experience, as long as the roles and responsibilities of the Project Sponsor in the projects submitted for such
experience is commensurate with the ownership role and responsibilities in the proposed Project.
                                                                                                Page 73 of 99
The Project Sponsor may qualify for ownership/operation experience based on the Sponsor’s own experience or
that of its affiliated entities and partners (as defined above in Primary Scoring Method.) It also may qualify for
ownership/operation experience based on the experience of Staff or principals employed by the Project Sponsor
or an affiliated entity or partner, as long as the staff or principal will be the project manager and have
comprehensive development responsibilities for the proposed Project. (The experience of Board members of the
Project Sponsor or an affiliated entity does not qualify under this provision unless they are also staff or
principals as defined above.)


Instructions:
All Project Sponsors must complete the Development and Ownership Experience Certification form
(Attachment 1).

Project Sponsors establishing experience based on the Primary Scoring Method should complete Attachment
2. Project Sponsors establishing experience based on the Alternative Scoring Method should complete
Attachment 3a and include supporting documentation where required (i.e., copy of the contract for
comprehensive development services with development consultant or contracted developer); narrative
(Attachment 3b) describing Project Sponsor's roles and responsibilities for each project which it wishes to
substitute operation for ownership experience; and, a copy of long-term lease.



The Department may require the Project Sponsor to provide additional documentation in connection with
projects submitted for experience points.
                                                                                                                                                          Page 74 of 99
                                                                        Item D 3 - Attachment 1
                                      DEVELOPMENT AND OWNERSHIP EXPERIENCE CERTIFICATION
All Project Sponsors must complete this certification and submit with either Attachment 2 or Attachment 3 depending upon which scoring method it is using to
establish experience for scoring. (If a Project Sponsor includes more than one qualifying entity, each entity must complete this certification.)

1. Project Name                                                                                                     Location (City)
  2. Proposed Sponsorship Participants and other                                 3. Role of Each Entity                            4. Expected %        5. Social Security
  Entities Applying for Experience Consideration                                                                                     Ownership          or IRS Employer
                                                                                                                                                            Number



                                                                 CERTIFICATION
I (Meaning the individual who signs as well as the corporations, partnerships or other parties listed above who certify) hereby apply to the Department for approval to
participate in the Program based partially upon my following previous experience record and this certificate. By executing this certificate, I hereby authorize the
disclosure of information concerning my performance in any capacity listed herein.

I certify that all the statements made by me are true, complete and correct to the best of my knowledge and belief and are made in good faith, including the data contained
in Attachments 2, 3a and 3b, and exhibits signed by me and attached to this form.
    A.      I further certify that:
                     1. If using the Primary Scoring Method, Scoring Sheet, Item D 3 - Attachment 2 contains a listing of every rental housing project in which I have been
                        or am now a participant within the past five years before the application due date. If using the Alternative Scoring Method, Scoring Sheet, Item D 3 -
                        Attachment 3a contains a listing of every rental housing project in which I/we have been or am/are now a participant within the past five years
                        before the application due date.

                     2. Except as shown by me on Scoring Sheet, Item D 3, Attachment 2 or 3a:
                                 a. I/we have not sold any project listed;
                                 b. I/we have never been foreclosed upon for any project listed;
                                 c. I/we have not experienced instances of non-compliance on any rental housing project; and,
                                 d. To the best of my knowledge, there are no unresolved findings raised as a result of audits, management reviews or other investigations
                                    concerning my/our projects.
    B.     Statements above (if any) to which I cannot certify have been deleted by striking through the words with a pen. I have initialed each deletion (if any) and have
           attached a true and accurate signed statement (if applicable) to explain the facts and circumstances which I think help to qualify me as responsible for
           participation in the program.

6. Name                                                                     Signature                                    Title, Role or Capacity                     Date
                                                                                                                                              Page 75 of 99
                                                                     Item D 3 - Attachment 2

     Project Sponsors should complete this Attachment 2 when using the Primary Scoring Method for scoring development experience. List all subsidized rental
     housing projects completed within ten years of the application due date for which the Project Sponsor expects to garner points. Include only the projects in
     which the qualifying entity was responsible for overseeing or performing the full range of comprehensive development activities including: financial
     packaging, selection of consultants, selection of the construction contractor and property management agent, oversight of architectural design, construction
     management and other aspects of the development process. Submit a separate schedule for each qualifying entity. (Submit additional sheets as necessary.)



     Qualifying Entity:

       Subsidized Project Name and Address         Subsidy Source      The Qualifying Entity was         Number of       Date Project Completed as Evidenced
                                                   (Including Tax    Responsible for Comprehensive       Units in the     by Notice of Completion, Placed in
                                                      Credits)       Development Responsibilities of      Project       Service Date, Certificate of Occupancy,
                                                                           the Project (yes/no)                                      or Equivalent




                                                                          Scoring
a.   Number of Projects Demonstrating Development Experience and Completed within Five Years of the Application Due Date


b.   Point Award (a. multiplied by four, up to a maximum of 20 points)
                                                                                                                                                            Page 76 of 99
                                                                      Item D 3 - Attachment 3a
Supportive Housing and Special Needs Population Project Sponsors should complete this Attachment 3a when using the Alternative Scoring Method for scoring
development and ownership or operation experience. (Only Projects with at least 70% of Project Units reserved for Supportive Housing and Special Needs Populations are
eligible to use this method of scoring.)
                                                                           Development Experience
List all subsidized rental housing projects completed within ten years of the application due date by the developer or development consultant with whom the Project
Sponsor has a comprehensive development services contract. Include only the projects in which the qualifying entity was responsible for overseeing or performing the full
range of comprehensive development activities including: financial packaging, selection of consultants, selection of the construction contractor and property management
agent, oversight of architectural design, construction management and other aspects of the development process. A copy of the contract must be attached to Item D 3.

   Contracted Developer/Development Consultant:

Subsidized Project Name and Address              Subsidy Source      Qualifying Entity Responsible for     Qualified Entity    Number of        Date Project Completed as
                                                 (Including Tax       Comprehensive Development            Owned Project at      Units in          Evidenced by Notice of
                                                    Credits)                Responsibilities of            Completion Date     the Project    Completion, Placed in Service
                                                                         Project(Indicate yes/no)          (Indicate yes/no)                 Date, Certificate of Occupancy, or
                                                                                                                                                         Equivalent




                                                                   Ownership/Operation Experience
List all subsidized rental housing projects that the Project Sponsor, or Affiliate of the Project Sponsor, currently owns or operates (i.e., involving all responsibilities
commensurate with ownership). Submit a separate schedule for each qualifying entity. (Submit additional sheets as necessary.) For each project submitted for operation
experience, attach the following supporting documentation: a narrative describing the Project Sponsor's roles and responsibilities using the attached form and a
copy of the long-term lease.
Qualifying Entity:
Subsidized Project Name and Address              Subsidy Source          Qualifying Entity Operates Project Involving all   Qualified Entity Owns         Number of Units in
                                                 (Including Tax      Responsibilities Commensurate with Ownership (Indicate   Project (Indicate              the Project
                                                    Credits)                                 yes/no)                         yes/no and date of
                                                                                                                                 completion)




                                                                                 Scoring

    a.     Number of Projects Documenting Contract Development or Development Consultant Experience

    b.     Number of Projects Documenting Ownership or Operation Experience
    c.     Point Award (Take the lesser of a. or b. and multiply by four , up to a maximum of 20 points)
                                                                                                      Page 77 of 99

                              Item D 3 - Attachment 3b
              NARRATIVE DESCRIPTION OF ROLES AND RESPONSIBILITIES
             FOR EACH PROJECT SUBMITTED FOR OPERATION EXPERIENCE


Project Name:


Provide a narrative description of the job title or position, roles, and responsibilities of the Project Sponsor for
each project listed on the "Ownership/Operation" Experience component of Attachment 3a that documents
operation experience. The description should provide the Department with sufficient information to
determine that the operation experience is commensurate with ownership experience. Attach to this all
supporting documentation (i.e., long-term lease), clearly identifying the significance of the supporting
documentation and the specific project to which the supporting documentation is related.
Page 77 of 99
                                                                                                   Page 78 of 99
                                                     Item D 4
                                            SCORING SHEET

 PERCENTAGE OF UNITS FOR FAMILIES, THE TARGET POPULATION OR
   SPECIAL NEEDS POPULATIONS, OR "AT-RISK" RENTAL HOUSING
                       DEVELOPMENTS
                    Section 7320 (b) (4) of the MHP Regulations - 35 Points Maximum

Applications will be scored based on the percentage of project units that will have two or more bedrooms, or that
are reserved for the Target Population or Special Needs Populations. Projects must have the greater of 5 units or
35 percent of total project units reserved for the Target Population to receive points for those units. A GHI
Supportive Housing Project Plan, (Item B 17) acceptable to the Department, must accompany the application in
order to receive points for Supportive Housing or Special Needs Units.


Points will be awarded as follows: (A) .2 points for each percent of total project units that have two bedrooms;
(B) .7 points for each percent of total project units that have three bedrooms; (C) 1 point for each percent of total
project units that are reserved for the Target Population or Special Needs Population(s); or (D) 35 points for
projects approved by the Department as "At-risk" Rental Housing Developments. Submit attached checklist for
"At-risk" of Conversion.



Project must conform to UMR Section 8304, Unit Standards.

                                                                                                      A
Total Number of Project Units (Only include the manager's unit if included below)…                    0

                   B                           C                   D                   E              F

                                         Number of      % Of Total Project                          Points
                                                                                    Scoring
      Unit Size or Designation           Units in this Units in this Category                     Awarded
                                                                                    Factor
                                          Category         (C divided by A)                        (D x E)

2 Bedroom                                                         #DIV/0!             0.2         #DIV/0!
3+ Bedroom                                                        #DIV/0!             0.7         #DIV/0!
Units Reserved for the Target
Population or Special Needs                                       #DIV/0!             1.0         #DIV/0!
Populations
Enter thirty-five (35) points here if the project is an “At-risk” Rental Housing Development,
as defined by TCAC Regulations. Attach checklist for 'At-risk Of Conversion', and "At-risk
Supporting Documentation.
Total Point Award (maximum 35)
 Note: Units may not be included in both multiple bedroom and Supportive Housing or               #DIV/0!
Special Needs Population categories

All point calculations will be rounded to the nearest one hundredth point.
                                                                                                       Page 79 of 99
                                                       Item D 4

                                    Attachment to Scoring Sheet
                                Checklist For “At Risk Of Conversion”

Project Name:                                                 Sponsor:

Under MHP the MHP Regulations, Section 7320(b)(4)(D) , a project approved by the Department as an “At-risk”
Housing Development, as defined by TCAC regulations, will receive 35 points (see Item D 4, Scoring Sheet).
TCAC regulations first mandate that to be considered “at-risk” housing, the project must meet the requirements of
the California Revenue and Taxation Code, subsection 10758 (c) (4), except as further defined in TCAC regulations
at Section 10325(g)(5)(B)(i), as well as meet additional TCAC requirements.


The applicant should complete this attachment confirming that the project meets the TCAC criteria, as well as attach
documentation to Item D 4 in support of the answers given. In the material included in Item D 4, please highlight
relevant sections and, in the margins, reference the number of the criteria it addresses. When filling out this
attachment, add explanatory comments as appropriate.

To be considered “at-risk of conversion” according to the California Revenue and Taxation Code, a project
must meet all of the following four criteria:

            1. The project is presently owned by a housing sponsor other than a qualified nonprofit organization.
                          yes                                 no

                        Explanation:



            2. The project is a federally-assisted project for which the low-income use restrictions will terminate or
               the project is eligible for incentives under Subtitle 13 of the Emergency Low Income Housing
               Preservation Act of 1987 or under Section 502(c) of the Housing Act of 1949 (Federal project-based
               rental subsidy), anytime in the two calendar years after the year of application to MHP and the
               purchaser has received preliminary approval from the applicable federal agency for a maximum level
               of incentives through a plan of action.
                          yes                                 no

                        Explanation:



            3. The entity acquiring the project will enter into a regulatory agreement that requires the project to be
               operated in accordance with the requirements of the California Revenue and Taxation Code for a
               period equal to the greater of 55 years or the life of the project.
                          yes                                 no

                        Explanation:
                                                                                                      Page 80 of 99
           4. The project satisfies the requirements of Section 42(e) of the Internal Revenue Code regarding
              rehabilitation expenditures, except that the provisions of Section 42(e)(3)(A)(ii)(I) shall not apply.

                         yes                                 no

                       Explanation:



TCAC regulations allow one exception to the above:

           5. The project meets the at-risk eligibility requirements under the terms of applicable federal and state
              law, except that a project that has been acquired by a qualified nonprofit organization within the past
              two years of the date of application to MHP with interim financing in order to preserve its affordability
              and that meets all other TCAC requirements shall be considered at-risk. The project must be at-risk of
              converting due to market or other conditions.
                         yes                                 no

                       Explanation:



The additional TCAC threshold requirements at Section 10325(g)(5) of their regulations are:



           6. The project must be subject to a minimum low-income use period of 55 years.
                         yes                                 no

                       Explanation:



           7. The project must currently possess or have had within the past two years from the date of application
              to MHP, either federal mortgage insurance, a federal loan guarantee, federal project-based rental
              assistance, or have its mortgage held by a federal agency, or be owned by a federal agency.


                         yes                                 no

                       Explanation:



           8. The applicant must have sought available federal incentives to continue the project as low-income
              housing, including direct loans, loan forgiveness, grants, rental subsidies, renewal of existing rental
              subsidy contracts, etc.
                         yes                                 no

                       Explanation:



             Identify funding source(s)
                                                                                                    Page 81 of 99

           9. The subsidy contract expiration or mortgage prepayment eligibility shall occur no later than two
              calendar years after the year in which the application to MHP is filed.
                         yes                                no

                       Explanation:



         10. The sponsor must agree to renew all Section 8 HAP contracts or equivalent project-based subsidies for
             their full term and shall seek additional renewals throughout the project’s useful life, if applicable.


                         yes                                no

                       Explanation:



         11. At least 70% of project tenants shall, at the time of application to MHP, have incomes at or below
             60% of AMI.
                         yes                                no

                       Explanation:



         12. The gap between total development costs (excluding developer fee) and all loans and grants to the
             project (excluding tax credits) is greater than 15% of total development costs; and
                         yes                                no

                       Explanation:



         13. A public agency shall provide direct or indirect long-term financial support of at least 15% of the total
             project development costs, or the owner’s equity (includes syndication proceeds) shall constitute at
             least 30% of the total project development cost.
                         yes                                no

                       Explanation:



This project meets the above TCAC criteria:                             yes                                no

If yes, attach supporting documentation.
                                                                Item D 5                                                  Page 82 of 99
                                                   SCORING SHEET
                                              LEVERAGE OF OTHER FUNDS
                             Section 7320 (b) (5) of the MHP Regulations - 20 Points Maximum
Applications will be scored based on the amount of non-MHP funds for permanent funding of the development costs attributable to the
restricted units, as a percentage of the requested amount of MHP funds. Deferred developer fees will not be counted as leveraged funds.
Land donations will be counted as leveraged funds where the value is established with a current appraisal.


For GHI Supportive Housing Projects: (1) projects containing at least 35% but less than 75% of total project units as Target Population
units will be awarded one half point for every full 5 percentage point increment above 50%; or (2) projects containing 75% or more of total
project units as Target Population units will receive one point for every full 5 percentage point increment above 50%



For example, a GHI Supportive Housing Project containing 35% of total project units as Target Population units: where other funds are
equal to 50% of requested MHP funds will receive zero (0) points; where other funds equal 100% will receive 5 points; where other funds
equal 150% will receive 10 points; where other funds equal 200% will receive 15 points; and where other funds equal 250% will receive the
maximum 20 points.


               A                                               B                                            C
   Permanent Non MHP Funding                     % of Total Non-MHP Funding                  Dollar Amount of Permanent Non-
             Amount                                 Amount Attributable to                      MHP Funds Attributable to
                                                      Restricted Units **                            Restricted Units
                                                                                                         (A X B)
                                                                 100%                                          $0
** From Item C 5, Shared Cost Calculation Worksheet, enter Percentage from line D, or enter percentage result of commercial calculation if
applicable.

   D. MHP Funds Requested                                                                                      #DIV/0!
                                                             Point Award
GHI Supportive Housing Projects with at      C divided by D (as a percentage) less 50 divided by 5, rounded down to
least 35% but less than 75% of total project the next whole number, x 0.5 will equal the point award, to a
units as Target Population Units             maximum of 20 points
                                                                                                                             #DIV/0!

GHI Supportive Housing Projects with 75% C divided by D (as a percentage) less 50 divided by 5, rounded down to
or more of total project units as Target the next whole number will equal the point award, to a maximum of                   #DIV/0!
Population units                         20 points



Applicable Leverage point award from above.

Total Leverage Point Score (Not to exceed 20 pts.)
                                                                                                               Page 83 of 99
                                                     Item D 6
                                                  SCORING SHEET

                                             PROJECT READINESS
                               Section 7320 (b) (6) of the MHP Regulations - 15 Points Maximum
Two and one half (2.5) points will be awarded to projects for each of the following circumstances as documented in the
application. Any application demonstrating that a particular category is not applicable to Project Readiness for the project
shall be awarded points in that category.


                                                                                                                Points
                             Point Category                                 Required Documentation
                                                                                                               Awarded
      A. Enforceable commitments for all construction financing,      Construction financing commitments
         not including tax-exempt bonds, 4 percent tax credits, and   must be attached as part of Item C 7.
         funding to be provided by another Department program.        (See enforceable commitment
         The other Department funds must be confirmed as              instructions on page 7)
         available concurrent with MHP funding.


      B. Have all deferred-payment financing, grants and subsidies Deferred payment and grant
         committed, in accordance with TCAC requirements and       financing commitments must be
         with the same exceptions as allowed by TCAC.              attached as part of Item C 7. (See
                                                                   enforceable commitment
                                                                   instructions on page 7)


      C. 1. All necessary environmental clearances (CEQA and    1. Document with Attachment to
         NEPA), and                                             Item D 7 (Local Jurisdiction
         2. Completion of Phase I Environmental Site Assessment Verification)
                                                                2. Document in Item B 15
                                                                (Environmental Reports).


      D. Local design review approval to the extent such approval is Document with Attachment to Item
         required                                                    D6 (Local Jurisdiction
                                                                     Verification)


      E. All necessary ad discretionary public land use approvals,    Document with Attachment to Item
         except building permits and other ministerial approvals.     D 6 (Local Jurisdiction
                                                                      Verification)
      F. Either: (specify which condition is documented in the        1. Document fee title in Item B 10
         application)                                                 (preliminary title report) or document
                                                                      a long-term lease in both Items B 10
         1. ( ) sponsor has fee title ownership to the site or a long and Item B 9 (copy of the long term
         term leasehold meeting the Department's leasehold            lease).
         requirements.                                                2. Document with a letter from the
         2. ( ) sponsor can demonstrate that the working drawings project architect.
         are at least 50 percent complete, as certified
         by the project architect in an attached letter.



                                      Total Points Awarded (maximum 15)                                             0
                                                                                                                            Page 84 of 99
                                                                Item D 6

                               ATTACHMENT TO SCORING SHEET Item D 6

                                 LOCAL JURISDICTION VERIFICATION OF
                                         PROJECT READINESS

To the applicant: Complete the Sponsor and project information section below. Then submit this form to the agency or
department of local government responsible for administration of the items listed. The form may be submitted to more than
one agency or department if necessary.


PROJECT SPONSOR:
PROJECT SPONSOR ADDRESS:
PROJECT SPONSOR CITY:

PROJECT NAME:
PROJECT ADDRESS/SITE:
PROJECT CITY:
PROJECT COUNTY:
ASSESSOR PARCEL NUMBER(S):

To the local jurisdiction: The applicant named above has submitted an application to the State requesting funding for the project named
above, under the Multifamily Housing Program (MHP). Projects submitted for program funding are subject to a competitive rating
process. Project readiness is a component of that process. Local jurisdiction verification of items listed below will be used in evaluating
applications.

                                                                                                Verified as  Not Required
                                                                                               Complete and for this Project
                                                                                              date completed
All Environmental Clearance (CEQA and NEPA) is:                             CEQA
                                                                            NEPA
All necessary and discretionary public land use approvals (e.g., site plan approval) except
building permits and other ministerial approvals* are:

Design review approval is:


* Ministerial approvals are approvals awaiting only routine documentation or processing and require no further judgment or
discretion.

Dated:

Statement Completed by (please print):

Signature:

Title:

Agency or Department:

Agency or Department Address:

Agency or Department Phone:
                                                                                                    Page 85 of 99
                                                        Item D 7
                                                     SCORING SHEET

                 ADAPTIVE REUSE, INFILL OR PROXIMITY TO SITE AMENITY
Ten points will be awarded to projects that demonstrate any of the following conditions have been met: (1) the project qualifies
as an infill development; (2) the project qualifies as an adaptive reuse in an existing developed area served with public
infrastructure; (3) the project would qualify for points for proximity to public transit, public schools, or parks and recreational
facilities pursuant to TCAC Regulations, or the project is located within one mile of a job center. Check the box designating the
category for which the project will be applying for points. Attach the required documentation for the item. Projects not
documenting qualifications under any category will receive zero points in this category.



          Point Category                                       Required Documentation                                 Points
                                                                                                                     Awarded
[ ] Infill Development               1. Attach a narrative describing the project and area in which the
                                     project will be built. The narrative must confirm the project will be
                                     located on vacant or soon to be vacant property, and in an established and
                                     developed area; and

                                     2. Attach a scaled distance map as Item B 14, including the area within at
                                     least one mile of the project.
[ ] Adaptive Reuse                   1. Attach a narrative describing the project and area in which the
                                     project will be built. The narrative must confirm the project will consist
                                     of the rehabilitation of a vacant or underused commercial or industrial
                                     building(s). Structures such as residential hotels that are currently used
                                     for housing will not be considered to be eligible in meeting the adaptive
                                     reuse criteria. The narrative must also confirm the project site is located
                                     within a developed area served with public infrastructure ; and



                                     2. Attach a scaled distance map as Item B 14, including the area within at
                                     least one mile of the project.
Proximity to Site Amenity            1. Attach a narrative naming and describing the site amenity selected
                                     for point consideration and specifying the exact distance from the project
(select any one site amenity):       to the site amenity; and
[ ] Public Transit

[ ] Public Schools                   2. Attach a scaled distance map as Item B 14 with the project site and the
                                     site amenity identified.
[ ] Parks and Recreational
Facilities
[ ] Job Center                       Note: The project must be able to qualify for points for proximity to
                                     Public Transit, Schools, and Parks and Recreational Facilities under
                                     TCAC Regulations, or the project must be within one mile of a Job
                                     Center. ( A Job Center is a concentration of employment opportunities
                                     reasonably available to the tenants of the Project and will be located
                                     within one mile of the project.)


                                           Total Point Score                                                              0
                                                                                                         Page 86 of 99
                                                        Item D 8
                                                    Scoring Sheet
                                           Negative Point Calculation
                                       To Be Completed By Department Staff
                                       Section 7320 (b)(3)(F) of the MHP Regulations

Sponsor Name:                                                 Project Name:
Address:                                                      Address:

Co-Sponsor:                                                   Other Entity:
Address:                                                      Relationship:
                                                              Address:




Events occurring in connection with projects under the control of the sponsor shall be used as the basis for
point deductions. Such events shall have had a detrimental effect on the project or the department’s ability to
monitor the project, as determined by the department. Events shall not result in the deduction of points if
they have been fully resolved as determined by, or to the satisfaction of the department as of the application
date.



Five points will be deducted for each occurrence or event in the following categories, with a maximum deduction of
10 points per category and a maximum total deduction of 50 points.
( )             Removal or withdrawal under threat of removal as general partner.


( )
                Failure to submit when due compliance documentation required under department programs.


( )
                Use of reserve funds for department-assisted projects in a manner contrary to program
                requirements or failure to deposit reserve funds as required by the department.


( )
                Failure to provide promised supportive services to a special needs population or other
                tenants of a publicly funded project.


( )
                Other significant violations of the requirements of department programs, or of the programs
                of other public agencies, such as the failure to adequately maintain a project or the books
                and records thereof.




Negative Point Total                                                                                              Date
                        Department Representative:
                                                                                                Page 87 of 99
                                                   Item D 9
                                                SCORING SHEET

                                 TOTAL RANKING POINTS EARNED
                                     Section 7320 (b) (1)-(7) of the MHP Regulation


                                                                                                        Department
                                   SECTION                                             Self Score
                                                                                                       Reviewer Score
                    Section 7320 (b) (1) of the MHP Regulation
          Extent Project Serves Households at the Lowest Income Levels                  #DIV/0!
                                    Maximum 35
                    Section 7320 (b) (2) of the MHP Regulation
        Extent Project Addresses the Most Serious Identified Housing Needs                 0
                                    Maximum 15
                    Section 7320 (b) (3) of the MHP Regulation
          Development and Ownership Experience of the Project Sponsor                      0
                                    Maximum 20
                    Section 7320 (b) (4) of the MHP Regulation
Percentage of Units for Families, the Target Population or Special Needs Populations
                                                                                        #DIV/0!
                    and "At-Risk" Rental Housing Developments
                                    Maximum 35
                    Section 7320 (b) (5) of the MHP Regulation
                              Leverage of Other Funds
                                    Maximum 20
                    Section 7320 (b) (6) of the MHP Regulation
                                  Project Readiness                                      0.00
                                    Maximum 15
                     Section 7320 (b)(7) of the MHP Regulation
                Adaptive Reuse, Infill, or Proximity to Site Amenity                       0
                                    Maximum 10
                  Section 7320 (b) (3) (F) of the MHP Regulation
                   Negative Points-Assigned by Department Staff                            0
                                    Maximum 50



                                    Total Point Score
                                     Maximum 150

            Self Scoring Total                                                          #DIV/0!

            Department Reviewer Total                                                    0.00
                                          Page 94 of 99


                  Section E



       Summary Forms

Item
E 1.   Application Summary
E 2.   Application Summary - Co Sponsor
E 3.   Funding by Activity
E 4.   Project Information
E 5.   Unit Information
E 6.   Legislative Representatives
E 7.   Special Needs Populations
                                                                                                                                Page 95 of 99
                                 California Department of Housing and Community Development

                                                 Application Summary
                                            Multifamily Housing Program
1.a Sponsor Information


            Name:
          Address:
              City:
             State:                                              Entity Type:
                                                                                  (Corp., Limited Partnership, General Partnership, etc.)
      Zip Code:
          County:                                                Profit Status:       For Profit            Nonprofit          Government

 If there is a co-sponsor please provide duplicate of this page for the co-sponsor


1.b Authorized Representative Information

    Mr.               Mrs.           Ms.          Other

    First Name:                                                  MI:                     Last Name:
      Job Title:
          Check if the information in this area is the same as Sponsor
          Address:
              City:
             State:                          Zip Code:
           Phone:                                   Ext:                                           Fax:
            Email:
 If there is more than one Authorized Representative please provide duplicate of this page


1.c Sponsor Contact Information
      Check if the same as Authorized Representative; if so proceed to next section.


    Mr.               Mrs.           Ms.          Other

    First Name:                                                  MI:                     Last Name:
      Job Title:
          Address:
              City:
             State:                          Zip Code:
           Phone:                                   Ext:                                           Fax:
            Email:
                                                                                                                                Page 96 of 99
                                 California Department of Housing and Community Development

                                                 Application Summary
                                            Multifamily Housing Program
1.a Co-Sponsor Information


            Name:
          Address:
              City:
             State:                                              Entity Type:
                                                                                  (Corp., Limited Partnership, General Partnership, etc.)
      Zip Code:
          County:                                                Profit Status:       For Profit            Nonprofit          Government




1.b Authorized Representative Information

    Mr.               Mrs.           Ms.          Other

    First Name:                                                  MI:                     Last Name:
      Job Title:
          Check if the information in this area is the same as Sponsor
          Address:
              City:
             State:                          Zip Code:
           Phone:                                   Ext:                                           Fax:
            Email:
 If there is more than one Authorized Representative please provide duplicate of this page


1.c Co-Sponsor Contact Information
      Check if the same as Authorized Representative; if so proceed to next section.


    Mr.               Mrs.           Ms.          Other

    First Name:                                                  MI:                     Last Name:
      Job Title:
          Address:
              City:
             State:                          Zip Code:
           Phone:                                   Ext:                                           Fax:
            Email:
                                                                                   Page 97 of 99
2. Requested Funding by Activity


  Activity
  New Construction
  Rehabilitation
  Acquisition/Rehabilitation
  Conversion


                                    Total Amount Requested                                         $0

       R
       e

3. Proposed Other Funding Sources


                                       Source Type (City or County, State
                                      HCD, State Other, Federal, Redevelopment
  Name of Source                        Agency, Tax Credit, Private or Other     Dollar Amount
                                                    (Specify) )


  0                                                                                                $0

  0                                                                                                $0

  0                                                                                                $0

  0                                                                                                $0

  0                                                                                                $0

  0                                                                                                $0

  0                                                                                                $0

  0                                                                                                $0

  0                                                                                                $0

                                                                                                   $0

                                         Proposed Other Funding Total                              $0
                                                                                                                               Page 98 of 99
4. Project Information


                                           Project Name:
                                            Site Address:
                                                    City:                                    Zip Code:
                                                 County:
                             Census Tract No or Nos.:

                                 Geographic Location :                   North                           South

                                                  Rural:                 Yes                             No

                                           TCAC Project:                 Yes                             No

                                                 CHFA:                   Yes                             No


                                                                                                         If yes, # of units
             Is this an at risk project?                    Yes                         No               at risk

    # Special Needs Population Units:                                    # Supportive Housing Units

                                Total Residential Cost:

                              Total Development Cost:



5. Unit Information

  Activity
                                           # Manager
                                                              # of Restricted Units      # of Market Rate Units               Total Units
                                             Units

  New Construction
  Rehabilitation
  Acquisition/Rehabilitation
  Conversion
                                Total


                                              # of            # of 1       # of 2          # of 3           # of 3+
                                           Efficiency        Bedroom      Bedroom         Bedroom          Bedroom            Total Units
                                             Units            Units        Units           Units             Units
    Manager Units
    Restricted Units
    Market Rate Units
                                Total
                                                                                        Page 99 of 99
6. Legislative Representative Information ( for project site(s) )

                          District #          First Name                    Last Name
       Assembly
       Senate
       Congressional

                          District #          First Name                    Last Name
       Assembly
       Senate
       Congressional

                          District #          First Name                    Last Name
       Assembly
       Senate
       Congressional

7. Special Needs Population


                          Mentally Disabled Households
                          Orthopedically Disabled
                          Physically Disabled
                          Persons with HIV/AIDS
                          Developmentally Disabled Households
                          Agricultural Workers
                          Single-Parent Households
                          Survivors of Physical Abuse
                          Homeless Households
                          Households At-Risk of Homelessness
                          Displaced Teenage Parents (or Expectant Teenage Parents)
                          Homeless Youth
                          Individuals Exiting from Institutional Settings
                          Chronic Substance Abusers
                          Long-Term Chronic Health Condition

				
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