CA CALHFA AHPP APPROVED SUBORDINATE LOCALITIES AND PROGRAMS

California Housing Finance Agency Affordable Housing Partnership Program (AHPP) JANUARY 2008 Approved Subordinate Localities and Programs LOCAL GOV. AGENCY Affordable Housing USA Dream Program PROGRAM NAME REQUIRED PROGRAM DOCUMENTS 1. Verification Letter to the Grant Recipient Grant COMMENTS CONTACT Steve Carrigan ADDRESS 601 Daily Drive, Suite 206A Camarillo, CA 93010 PHONE # 805-987-3660 FAX # Alameda County HCDD Tax-Defaulted Properties Project 1. Secured Promissory Note 2. Deed of Trust and Security Agreement (Tax Defaulted Properties Project) (Address) 3. Resale Restriction Agreement and Option to Purchase (Tax-Dafaulted Properties Project) Linda M. Gardner 224 W. Winton Avenue, Room 108 Hayward, CA 94544 510-670-5404 510-670-6378 City of Alameda Downpayment Assistance Program 1. Promissory Note 2. Deed of Trust with Assignment of Rents Alameda www.fhicda.com CalHFA MBS Program Eligible First Home, Inc., P.O. Box 29590 San Francisco, CA 94129 888-572-1222 ext. 220 Community Improvement Commission of the City of Alameda Bayport Project 1. Moderate Income Affordability Covenant 2. Deed of Trust and Security Agreement Breakers at Bayport and Bayport Landing Rachel Silver 950 West Mall Square Alameda, CA 94501 510-749-5822 510-749-5808 County of Amador HOME First Time Homebuyer Program 1. County of Amador Promissory Note Secured by Deed of Trust 2. County of Amador Deed of Trust 3. Homebuyer Program Guidelines Rural area of Amador County restricted to those portions Marilyn Dungan outside of the city limits of Amador City, Jackson, Sutter Creek, Ione and Plymouth 500 Argonaut Lane Jackson, CA 95642 209-532-8771 209-532-7599 CalHFA MBS Program Eligible Ameridream Charity, Inc. Downpayment Assistance Program 1. Gift letter Grant P.O. Box 1343 Pismo Beach, CA 93448 805-473-6706 805-473-6711 City of American Canyon BEGIN Program 1. Promissory Note 2. Deed of Trust 1. Right of First Refusal to Purchase 2. Assignment and Assumption Agreement 36 detached single fam. homes low & mod. Income households Sandra Cleisz 3423 Broadway, Suite 2-D American Canyon, CA 94503 707-647-4337 707-552-8564 Vineyard Place Project 36 detached single fam. homes low & mod. Inc. households CalHFA MBS Program Eligible American Home Buyers Alliance Closing Cost Assistance Grant Program 1. Grant Reservation Confirmation Letter Grant Tina Triano 15585 Monterey Road, Suite E Morgan Hill, CA 95037 408-776-8815 408-776-8819 AMGEN, Inc. Employee Loan Program 1. 2. 3. 4. 5. 6. Amgen Closing Verification Form Promissory Note Withholding Memorandum Deed of Trust and Assignment of Rents Federal Truth-In-Lending Disclosure Statement Employee Loan Information Memorandum Statewide Caroline Raser One Amgen Center Drive, MS 19-1-A Thousand Oaks, CA 91320 805-447-9983 805-480-1749 City of Anaheim Second Mortgage Assistance Program 1. 2. 3. 4. Promissory Note Subordinate Deed of Trust Loan Agreement Agreement Containing Covenants Affecting Real Property Citywide - Covenants only for Manzanita Walk Rick Hemingway 201 S. Anaheim Blvd., 2nd Floor Anaheim, CA 92805 714-765-4340 714-518-4654 This doc only for Vermont Ave at Manzanita Walk (HELP) - citywide Housing Enabled Loan Program (HELP) 1. Promissory Note 2. Subordinate Deed of Trust with Assignment of Rents 3. Loan Agreement 1. 2. 3. 4. Equity Participation Agreement (Including Exhibits) Loan Agreement (Down Payment Assistance Loan - Low Income) (Including Exhibits) Loan Agreement (Down Payment Assistance Loan - Moderate Income) (Incl. Exhibits) Declaration of Covenants, Conditions and Restrictions Equity Participation Assistance Loan Program (EPAL) (EPAL) - citywide BEGIN Program 1. First-Time Homebuyer Promissory Note 2. First-Time Homebuyer Deed of Trust 3. Loan Agreement 1. 2. 3. 4. Promissory Note Subordinate Deed of Trust Loan Agreement Agreement Containing Covenants Affecting Real Property Citywide Home Mortgage Assistance Program Citywide - Covenants only for Manzanita Walk This doc only for Vermont Ave at Manz. Walk Citywide. No CHAP or HICAP. ADDI Program 1. Loan Agreement 2. Promissory Note 3. Subordinate Deed of Trust 1 of 36 Last revised 1/07/08 MBS last updated 1/07/08 California Housing Finance Agency Affordable Housing Partnership Program (AHPP) JANUARY 2008 Approved Subordinate Localities and Programs LOCAL GOV. AGENCY Anaheim Housing Authority CalHome Program PROGRAM NAME REQUIRED PROGRAM DOCUMENTS 1. First-Time Homebuyer Promissory Note 2. First-Time Homebuyer Deed of Trust 3. Loan Agreement Citywide COMMENTS CalHFA MBS Program Eligible CONTACT Rick Hemingway ADDRESS 201 S. Anaheim Blvd., 2nd Floor Anaheim, CA 92805 PHONE # 714-765-4340 FAX # 714-518-4654 City of Anderson Down Payment Assistance Program 1. Promissory Note 2. Deed of Trust Citywide John Pappas 1887 Howard Street Anderson, CA 96007 530-245-6431 530-225-5178 City of Angels HOME First Time Homebuyer Program 1. First Time Homebuyer Program Home Promissory Note (Secured by Deed of Trust) 2. First Time Homebuyer Program Home Subordinate Deed of Trust and assignment of Rents For new or previously owned single family homes within the city limits of the City of Angels Camp. Tim Shearer P.O. Box 667 Angels Camp, CA 95222 209-736-2181 209-736-0709 City of Antioch Down Payment Assistance Program 1. Loan Agreement 2. Promissory Note 3. Deed of Trust and Assignment of Rents Antioch Janet H. Kennedy P.O. Box 5007 Antioch, CA 94531-5007 925-779-7013 925-779-7003 Town of Apple Valley Redevelopment Agency Downpayment Assistance Program 1. Promissory Note 2. Deed of Trust of Assignment of Rents 3. Truth in Lending Town limits Tamara N. Torres 14955 Dale Evans Parkway Apple Valley, CA 92307 760-240-7000 ext. 7916 760-240-7910 Assets for All Alliance IDA Program 1. Program Agreement Matching Grant Kasia Nowak 111 W. St. John Street San Jose, CA 95113 408-297-0204 ext. 15 408-297-4899 City of Atascadero Moderate Income Homebuyer Program 1. Resale and Refinancing Restriction Agreement and Option to Purchase 2. Promissory Note Secured by Deed of Trust 3. Deed of Trust and Security Agreement Citywide. No AHPP rate. HHCA only. Kerry Margason 6907 El Camino Real Atascadero, CA 93422 805-461-5000 ext. 3442 805-461-7612 Inclusionary Housing Program 1. Occupancy, Resale and Refinancing Restriction Agreement, This program to be utilized in the City of Atascadero with Option to Purchase at Restricted Price for inclusionary housing at the low and City of Atascadero Inclusionary Housing Program very low affordable price level. (Low and Very Low Income Inclusionary Unit - No City Assistance - CalHFA and FNMA Compatible - Not Eligible for RDA Production Credit) 2. Deed of Trust and Security Agreement 3. Promissory Note Secured by Deed of Trust (City of Atascadero Inclusionary Housing Program - Low and Very Low Income Inclusionary Unit Not City Assistance - CalHFA and FNMA Compatible - not Eligible for Redevelopment Production Credit) 4. Buyer’s Disclosure Statement City of Atascadero Inclusionary Housing Program (No City Assistance – CalHFA and FNMA Compatible Not Eligible for Redevelopment Production Credit – Very Low and Low Income Homes) 5. Request for Notice of Default City of Atascadero (Low and Very Low Income Inclusionary Unit - No City Assistance - CalHFA and FNMA Compatible - Not Eligible for RDA Production Credit) 6. City of Atascadero Inclusionary Housing Program Escrow Instructions (Low and Very Low Income Inclusionary Unit - no City Assistance - CalHFA and FNMA Compatible - Not Eligible for RDA Production Credit) City of Atwater HOME-CDBG-CalHome Program 1. 2. 3. 4. Home Buyer Assistance Program Loan Agreement Promissory Note Secured by Deed of Trust Deferred Payment Loan - Owner Occupant Short Form Deed of Trust Request for Notice Within the city limits. Juan Jaime c/o Self-Help Enterprises 8445 W. Elowin Court Visalia, CA 93290 559-651-1000 ext. 642 559-651-3634 City of Avenal HOME-CDBG-CalHome Program 1. 2. 3. 4. Home Buyer Assistance Program Loan Agreement Promissory Note Secured by Deed of Trust Deferred Payment Loan - Owner Occupant Short Form Deed of Trust Request for Notice Within the city limits. Juan Jaime CalHFA MBS Program Eligible c/o Self-Help Enterprises 8445 W. Elowin Court Visalia, CA 93290 559-651-1000 ext. 642 559-651-3634 City of Bakersfield First-Time Homebuyer Assistance Program 1. Note (Including Note Rider) 2. Deed of Trust (Including Deed of Trust Rider) Citywide Roy Hall 515 Truxtun Ave. Bakersfield, CA 93301 661-326-3765 661-328-1548 City of Baldwin Park First Time Homebuyers Program 1. 2. 3. 4. 5. Purchase Money Promissory Note Secured by Deed of Trust City Subordinated Purchase Money Deed of Trust with Assignment of Rents Declaration of Covenants, Conditions, and Restrictions Disclosure Statement Loan Agreement Citywide Nancy Garcia 14403 East Pacific Avenue Baldwin Park, CA 91706 626-960-4011 ext. 354 626-337-2965 2 of 36 Last revised 1/07/08 MBS last updated 1/07/08 California Housing Finance Agency Affordable Housing Partnership Program (AHPP) JANUARY 2008 Approved Subordinate Localities and Programs LOCAL GOV. AGENCY Bank of America FHLB AHP Program PROGRAM NAME REQUIRED PROGRAM DOCUMENTS 1. AHP Deed of Trust (Owner-Occupied Project - Scattered Sites) 2. AHP Subsidy Agreement and Disclosure (Owner-Occupied - Scattered sites) 1. Promissory Note Secured by Deed of Trust 2. AHP Deed of Trust 1. Promissory Note Secured by Deed of Trust 2. AHP Deed of Trust with Assignment of Rents, Security Agreement and Fixture Filing 1. Promissory Note Secured by Deed of Trust 2. AHP Deed of Trust COMMENTS Falcon Ridge, Mesquite Manor CONTACT Eva Salcedo ADDRESS 100 Ellinwood Way Ste. 100 Pleasant Hill, CA 94523 PHONE # 925-988-4869 FAX # Union Peach Estates Los Arroyos II Modesto-Briggs FHLB - AHP Program (Easter Hill) 1. AHP Note Secured by Deed of Trust 2. AHP Deed of Trust with Assignment of Rents, Security Agreement, and Fixture Filing Note: Not more than seven ( 7 ) lots of the following described parcels of real property located in the City of Richmond, California: Subdivision 8706 & Lots 1 through 43, inclusive and Lots A, B, and C of map of Subdivision 8761, filed April 15, 2004, in Map Book 43, Page 19, Contra Costa Records. Bank of the West FHLB-AHP 1. Secured Promissory Note 2. Deed of Trust, Assignment of Rents, Security Agreement and Fixture Filing 3. Affordable Housing Program Direct Subsidy Agreement 1. 2. 3. 4. Declaration of Covenants, Conditions and Restrictions – Glen Elder Unit 9 Subdivision Deed of Trust, Assignment of Rents, Security Agreement and Fixture Filing Secured Promissory Note Affordable Housing Program Direct Subsidy Agreement Owner-Occupied Project Hearthstone Village, lots 1-12 Tazneen Hossain 3000 Oak Road, Suite 400 Walnut Creek, CA 94597 925-979-4639 925-956-0546 FHLB-AHP - Power Inn Project Power Inn Development Barstow Redevelopment Agency Mortgage Assistance Program 1. Regulatory Agreement 2. Promissory Note Secured by Deed of Trust 3. Long Form Deed of Trust and Assignment of Rents Citywide Andrew Hoover 220 E. Mountain View St., #A Barstow, CA 92311 760-256-3531 760-256-1750 City of Bellflower Home Buyers Assistance Program 1. Loan Agreement (including Promissory Note) 2. Deed of Trust and Assignment of Rents Citywide. No CHAP or HICAP. Regina Collins 16600 Civic Center Drive Bellflower, CA 90706 562-804-1424 ext. 2247 562-925-8660 City of Biggs HOME First Time Home Buyer Assistance Program 1. HOME Promissory Note 2. HOME Subordinate Deed of Trust And Assignment of Rents 3. Homebuyer Program Guidelines ( Not Required ) City Limits Randy Cagle P.O. Box 307 Biggs, CA 95917-307 530-868-5493 City of Brawley First Time Homebuyer Program 1. Promissory Note Secured by Deed of Trust (First Time Homebuyer Program) 2. Deed of Trust with Assignment of Rents as Additional Security 1. Promissory Note Secured by Deed of Trust (HOME First Time Homebuyer Program) 2. Deed of Trust Citywide Teresa Santiago CalHFA MBS Program Eligible Citywide 383 Main Street Brawley, CA 92227 760-351-3069 760-351-3088 HOME First Time Homebuyer Program CalHFA MBS Program Eligible City of Brentwood Affordable Housing Program 1. Refinance and Resale Limitation Agreement and Option to Purchase 2. Deed of Trust and Security Agreement 1. 2. 3. 4. 5. 6. 1. 2. 3. 4. 1. 2. 3. 4. Refinance ad Resale Limitation Agreement and Option to Purchase Deed of Trust and Security Agreement Request for Notice Loan Agreement Promissory Note (GAP) Deed of Trust, Security Agreement and Fixture Filing Loan Agreement Promissory Note (GAP) Promissory Note (IDA) Deed of Trust, Security Agreement and Fixture Filing Loan Agreement Promissory Note (DAP) Promissory Note (IDA) Deed of Trust, Security Agreement and Fixture Filing Citywide. No AHPP Rate. Kwame Reed 104 Oak Street Brentwood, CA 94513 925-516-5405 925-516-5407 GAP Assistance for the AHP (GAP) Citywide GAP/IDA Program Citywide DAP/IDA Program Citywide Downpayment Assistance Program (DAP) 1. Loan Agreement 2. Promissory Note 3. Deed of Trust, Security Agreement and Fixture Filing Citywide City of Buena Park HOME First Time Homebuyer Program 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust and Assignment of Rents (revised 10/6/03) 3. Loan Agreement (revised 10/6/03) Buena Park Roberta Buchanan 6650 Beach Boulevard Buena Park, CA 90622 714-562-3586 714-562-3772 3 of 36 Last revised 1/07/08 MBS last updated 1/07/08 California Housing Finance Agency Affordable Housing Partnership Program (AHPP) JANUARY 2008 Approved Subordinate Localities and Programs LOCAL GOV. AGENCY Burbank Housing Development Corporation PROGRAM NAME Sonoma County Resale Program REQUIRED PROGRAM DOCUMENTS 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust Rider (Exhibit A) 3. Option Agreement 1. First-Time Homebuyer Promissory Note 2. First-Time Homebuyer Deed of Trust 1. Promissory Note Secured by Deed of Trust 2. Short Form of Deed of Trust and Assignment of Rents (with Deed of Trust Rider) 1. Promissory Note Wildflower 2. Deed of Trust and Security Agreement Wildflower 3. Buyer's Disclosure Statement SHOP Loan Promissory Note and Deed of Trust 1. Promissory Note BHDC HAC/SHOP 2. Deed of Trust and Security Agreement 3. Buyer's Disclosure Statement BHDC HAC/SHOP Loan Promissory Note and Deed of Trust Sonoma County COMMENTS CONTACT Mariella Zapata ADDRESS 790 Sonoma Avenue Santa Rosa, CA 95404 PHONE # 707-526-1020 ext. 231 FAX # 707-526-9811 CalHome Program Countywide. County of Sonoma HAC-SHOP Saratoga Manor II, Meadowlark Homes HAC-SHOP - Wildflower Wildflower Development Tom Lauderbach HAC-SHOP - Los Amigos Los Amigos Development. Town of Windsor in Sonoma County Cabrillo Economic Development Corp. CalHome Program 1. Note 2. Deed of Trust Countywide No CHAP or HICAP with this program Bertha M. Garcia 11011 Azahar Street Saticoy, CA 93004 805-659-6868 805-659-3195 County of Calaveras First-Time Homebuyer Program 1. Calaveras County Promissory Note Secured by Deed of Trust 2. County of Calaveras Deed of Trust 3. Promissory Note Secured by Deed of Trust (Affordable Housing Program - Owner Occupied Subdivision) 4. AHP Deed of Trust (Affordable Housing Program - Owner-Occupied Subdivision) Co. except Angels Camp Sherry Mediati 53 W. Bradford Avenue, Suite 200 Sonora, CA 95370 209-532-8771 209-532-7599 City of Calexico HOME First Time Homebuyer Program 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust with Assignment of Rents as Additional Security 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust with Assignment of Rents as Additional Security Citywide Ralph B. Morales 608 Heber Ave. Calexico, CA 92231 760-768-2177 760-357-3831 HELP First Time Homebuyer Program City limits California Bank & Trust AHP/IDEA/WISH Program 1. 2. 3. 4. Promissory Note (AHP/IDEA/WISH Owner Occupied) AHP/IDEA/WISH Addendum to Note and Rider to Deed of Trust AHP/IDEA/WISH Deed of Trust and Request For Notice of Default AHP/IDEA/WISH Addendum to Note and Rider to Deed of Trust Statewide Elsa Monte CalHFA MBS Program Eligible 115 Via Pico Plaza, 2nd Floor San Clemente, CA 92672 949-940-2880 949-248-2119 City of Calistoga First-Time Homebuyer Program 1. 2. 3. 4. Promissory Note Secured by Deed of Trust Short form of Deed of Trust and Assignment of Rents Option and Appreciation Sharing Agreement Owner Occupancy Agreement HHCA ONLY Saratoga Manor II David Spilman 1232 Washington Street Calistoga, CA 94515 707-942-2803 Camarillo Community Development Commission Affordable Housing Program 1. Deed of Trust Affordable Housing Agreement and Resale Restrictions CalHFA DPA’s are not eligibile for use with this program. Randy Richardson Tract 5252 in the City of Camarillo 601 Carmen Drive Camarillo, CA 93010 805-388-5369 805-388-5388 City of Camarillo Affordable Housing Program 1. Affordable Housing Agreement and Resale Restrictions Citywide. No AHPP rate. Randy Richardson 601 Carmen Drive Camarillo, CA 93011-0248 805-388-5360 805-388-5388 City of Campbell First Time Home Buyer Program 1. Promissory Note (103\06\168629.5 9/3/03) 2. Deed of Trust (103\06\168698.2 6/17/03) 3. Affordability Restriction and Option to Purchase (Lower Income Unit) (103\06\168931.2 6/16/03) 4. Affordability Restriction and Option to Purchase (Moderate Income Unit) (103\06\168921.2 6/16/03) Single family, townhomes, condos, mobile homes Sharon Teeter 70 North First Street Campbell, CA 95008 408-866-2137 408-379-2572 Redevelopment Agency of the City of Campbell First Time Homebuyer Resale Restriction Program 1. Resale Restriction Agreement and Option to Purchase – City of Campbell Redevelopment Agency - Affordable Housing Production Program (Water Tower) 2. Deed of Trust and Security Agreement - City of Campbell Redevelopment Agency Affordable Housing Production Program (Water Tower) 1. Buyer’s Resale Restriction Agreement and Option to Purchase 2. Deed of Trust and Security Agreement Citywide. No AHPP rate Sharon Teeter 70 North First Street Campbell, CA 95008 408-866-2137 408-379-2572 Density Bonus Program Citywide. No AHPP rate City of Carson First Time Homebuyer Loan Program 1. 2. 3. 4. Loan Agreement Promissory Note Secured by Deed of Trust and Assignment of Rents Long Form of Deed of Trust and Assignment of Rents Regulatory Agreement (Covenants Concerning Real Property) City limits Kenneth Freschauf 701 E. Carson Street Carson, CA 90749 310-952-1761 ext.1318 4 of 36 Last revised 1/07/08 MBS last updated 1/07/08 California Housing Finance Agency Affordable Housing Partnership Program (AHPP) JANUARY 2008 Approved Subordinate Localities and Programs LOCAL GOV. AGENCY C-CAP, Inc. Gift Program PROGRAM NAME REQUIRED PROGRAM DOCUMENTS No docs needed for this program. Grant COMMENTS CONTACT Scott Fergus ADDRESS 259 W. Broadway, Suite 100 Waukesha, WI 53186 PHONE # 262-650-2700 FAX # 262-650-9516 Century Affordable Development Inc. (CADI) Secondary Financing Program 1. Buyer Promissory Note 2. Deed of Trust 3. Right to Purchase Agreement Los Angeles Co. CB Brooks 1000 Corporate Pointe, Suite 200 Culver City, CA 90230 310-642-2024 310-258-0701 City of Ceres HOME First Time Homebuyer Program 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust with Assignment of Rents as Additional Security 1. City of Ceres CalHome Program First-Time Homebuyer Deed of Trust 2. CalHome Program First-Time Homebuyer Promissory Note Existing homes in corp. limits Tim Kerr 2720 2nd Street Ceres, CA 95307 559-683-0707 559-683-7728 CalHome Program Citywide CalHFA MBS Program Eligible Tim Ogden 209-538-5756 City of Chico Mortgage Subsidy Program 1. Loan Agreement HOME Program 2. Deed of Trust City of Chico HOME Program 3. Loan Agreement Repayment Agreement City of Chico HOME Program Jurisdictional boundaries Lisa Gray 411 Main Street Chico, CA 95927 530-879-6303 530-895-4725 Chico Redevelopment Agency CalHome Program 1. First-Time Homebuyer Promissory Note 2. Deed of Trust 1. Low and Moderate Income Housing Loan Agreement Chico Redevelopment Agency Low and Moderate Income Housing Program (Chico Redevelopment Agnecy/and -) 2. Low and Moderate Income Housing Loan Repayment Agreement Chico Redevelopment Income Housing Program (Chico Redevelopment Agency/♦-♦) 3. Deed of Trust Chico Redevelopment Agency Low and Moderate Income Housing Program (Chico Redevelopment Agency/♦ and ♦-♦) Only w/ Chico RA's Mortgage Subsidy Program Lisa Gray 411 Main Street Chico, CA 95927 530-879-6303 530-895-4725 Low & Moderate Income Housing Program CalHFA subordinate loans NOT eligible for use with this program. City of Chico or Chico Redevelopment Project Area. City of Chino First Time Homebuyer Program 1. 2. 3. 4. 5. Loan Agreement Promissory Note Secured by Deed of Trust Deed of Trust Request for Notice of Default and Sale Regulatory Agreement and Declaration of Covenants and Restrictions Citywide. CalHFA subordinate loans NOT eligible for use with this program Christopher Corbin 13220 Central Avenue Chino, CA 91710 909-464-8311 909-590-5535 City of Chowchilla HOME-CDBG-CalHome Program 1. 2. 3. 4. Home Buyer Assistance Program Loan Agreement Promissory Note Secured by Deed of Trust Deferred Payment Loan - Owner Occupant Short Form Deed of Trust Request for Notice In the city limits. Juan Jaime CalHFA MBS Program Eligible c/o Self-Help Enterprises 8445 W. Elowin Court Visalia, CA 93290 559-651-1000 ext. 642 559-651-3634 City of Citrus Heights First Time Homebuyer CalHome Program 1. First-Time Homebuyer Promissory Note 2. First-Time Homebuyer Deed of Trust Citywide Robert Sronce CalHFA MBS Program Eligible 6237 Fountain Square Drive Citrus Heights, CA 95621 916-725-2448 916-725-5799 City of Clearlake HOME First Time Homebuyers Program 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust Existing homes within corp. limits Karen Mantele 14050 Olympic Dr. Clearlake, CA 95422 707-994-8201 707-995-2653 City of Clovis CalHOME Program 1. First-Time Homebuyer Promissory Note 2. First-Time Homebuyer Deed of Trust 3. Form of Right of First Refusal Specific lots on Duke Ave., Philip Ave. & Manila Ave. Tina Sumner 725 Pollasky Ave., Ste. 107 Clovis, CA 93612 559-327-2082 Coachella Redevelopment Agency Subsequent Grant & Lien Program 1. Subsequent Grant Agreement and Lien, Coachella Redevelopment Agency for Casa De Aurora. No documents necessary. 1. Promissory Note Secured by Deed of Trust FHA Revision (C1520-00001 dac 2070058) 2. Long Form Deed of Trust and Assignment of Rents (960611 C1520-00001 dac 2070057) FHA Revision 3. Regulatory Agreement FHA Revision (C1520\0001\637333.1 Revised 4/2003) 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust with Assignment of Rents as Additonal Security 1. First-Time Homebuyer Promissory Note 2. First-Time Homebuyer Deed of Trust Casa de Aurora Subdivision Steve Brown 1515 Sixth Street Coachella, CA 92236 760-398-5110 760-398-4760 Downpayment Assistance Grant Program Affordable Housing Loan Program Grant Citywide HOME First Time Homebuyer Program Citywide CalHome First-Time Homebuyer Program Corp. limits, new & existing homes 5 of 36 Last revised 1/07/08 MBS last updated 1/07/08 California Housing Finance Agency Affordable Housing Partnership Program (AHPP) JANUARY 2008 Approved Subordinate Localities and Programs LOCAL GOV. AGENCY Coalinga Redevelopment Agency PROGRAM NAME Downpayment Assistance Program REQUIRED PROGRAM DOCUMENTS 1. Agreement to be Recorded Affecting Real Property (Very Low Income, Low Income or Moderate Income) 1. Agreement to be Recorded Affecting Real Property a) Low income (Exhibit F) b) Moderate Income (Exhibit G) 1. Agreement to be Recorded Affecting Real Property COMMENTS The Meadows Subdivision, Tract 4610 & Fox Hollow Subdivision, Tract 4492 Sandalwood III, Tract 4698, 4310 CONTACT ADDRESS 155 W. Durian Ave. Coalinga, CA 93210 PHONE # 209-935-1533 FAX # Grant Program Grant Program (Redevelopment Area) Redevelopment Area City of Colusa HOME First Time Homebuyer Program Homebuyer Assistance Program 1. Promissory Note Secured by Deed of Trust 1. City of Colusa Homebuyer Assistance Program (HBA) Promissory Note (Secured By Deed of Trust) Citywide Randy L. Johnson 425 Webster Street Colusa, CA 95932 530-458-4740 530-458-8674 CalHFA's IOP, 40 year and/or DAPs are not eligible for 2. City of Colusa Homebuyer Assistance Program (HBA) Subordinate Deed of Trust and Assignment use with this program. City Limits. of Rents 3. Program Guidelines (Not required in borrower file.) Community Housing Improvement Program, Inc. (CHIP) CalHome Program - Palm Crest Village - Phase 2 1. First-Time Homebuyer Promissory Note 2. First-Time Homebuyer Deed of Trust 3. Exhibit B Property Status Certification No HiCAP or CHAP. Palm Crest Village Phase 2 only. Kris Zappettini 1001 Willow Street Chico, CA 95928 530-891-6931 530-891-8547 Comm. Hsng. Imp. Syst. and Planning Assoc. (CHISPA) Mortgage Assistance Program 1. Mortgage Assistance Promissory Note 2. Resale Restriction Agreement 3. Deed of Trust and Assignment of Rents (Short Form) Vineyard Green Subdivision Maria Ortega Reich 295 Main Street, Suite 100 Salinas, CA 93901 831-757-6251 Ext. 122 831-757-6268 Community Housing Resources Inc. (CHRI) Downpayment Assistance Program 1. Promissory Note 2. Permanent Deed of Trust with Assignment of Rents, Security Agreement and Fixture Filing 3. Rider to Third Deed of Trust Orange Co. Randy A. Gibeaut 1411 North Broadway Santa Ana, CA 92706 714-567-9291 714-567-9293 Community RA of the City of Compton First Time Homebuyer's MAP 1. Loan Agreement 2. Promissory Note 3. Buyer Second Deed of Trust with Assignment of Rents, Security Agreement and Fixture Filing, Loan #FB0124-05 No CHAP or HICAP. HHCA only. Citywide Debra Dickerson CalHFA MBS Program Eligible 205 South Willowbrook Avenue Compton, CA 90220 310-605-5511 310-637-3484 City of Concord First Time Homebuyer Program 1. Deed of Trust and Security Agreement (Secures Housing Fund Note, BEGIN Note and Housing Fund Resale Restriction Agreement) 2. Housing Fund Promissory Note 3. BEGIN Promissory Note 4. Resale Restriction Agreement and Option to Purchase. 1. Inclusionary Housing Agreement 2. Promissory Note Secured by Deed of Trust 3. Deed of Trust and Security Agreement 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust and Security Agreement 3. Buyer’s Occupancy and Resale Restriction Agreement, with Option to Purchase Citywide Cathy Armstrong CalHFA MBS Program Eligible Use when borrower uses Housing Fund & BEGIN 1950 Parkside Drive Concord, CA 94519 925-671-3364 925-671-3064 Inclusionary Housing Program-Concordia Citywide Inclusionary Housing Program-La Terraza Aka "The Corners." Citywide. CalHFA MBS Program Eligible County of Contra Costa ADDI Program 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust and Security Agreement 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust and Security Agreement 1. Resale Restriction Agreement and Option to Purchase (very low income unit) 2. Resale Restriction Agreement and Option to Purchase (lower income unit) 3. Deed of Trust Contra Costa Co. except Richmond Kara Douglas 2530 Arnold Drive, Suite 190 Martinez, CA 94553 925-335-7223 925-335-7201 First Time Homebuyer Program (CDBG Funds) Homes rehabilitated through YouthBuild Program in N. Richmond Bella Flora Development only Density Bonus Program Camino Tassajara Affordable Housing Program 1. Buyer's Resale Restriction Agreement Camino Tassara Affordable Housing Program (Alamo Creek Lots 1-127 of the Willow Collection at Alamo Creek, Subdivision 9005 Townhouses) CalHFA MBS Program Eligible 2. Deed of Trust and Security Agreement Contra Costa Redevelopment Agency First Time Homebuyer Program 1. Promissory Note Secured by Deed of Trust (Contra Costa County RA-FTHB Program-2005) 2. Resale Restriction Agreement and Option to Purchase (Contra Costa County RA-FTHB Program-2005) 3. Deed of Trust and Security Agreement (Contra Costa County RA FTHB Program-2005) 1. Resale Restriction Agreement and Option to Purchase (Contra Costa County RA-FTHB Program-2005-No Loan) 2. Deed of Trust and Security Agreement (Contra Costa County RA-FTHB Program-2005-No Loan) 6 of 36 Redevelopment Areas Kara Douglas 2530 Arnold Drive, Suite 190 Martinez, CA 94553 925-335-7223 925-335-7201 First Time Homebuyer Resale Restriction (No Loan) Redevelopment Areas Last revised 1/07/08 MBS last updated 1/07/08 California Housing Finance Agency Affordable Housing Partnership Program (AHPP) JANUARY 2008 Approved Subordinate Localities and Programs LOCAL GOV. AGENCY City of Corcoran PROGRAM NAME Housing Assistance Program REQUIRED PROGRAM DOCUMENTS 1. Secured Promissory Note 2. Deed of Trust 3. Loan Agreement 1. First - Time Hombuyer Promissory Note 2. C1264First - Time Homebuyer Deed of Trust 1. 2. 3. 4. Home Buyer Assistance Program Loan Agreement Promissory Note Secured by Deed of Trust Deferred Payment Loan - Owner Occupant Short Form Deed of Trust Request for Notice COMMENTS Citywide or Redevelopment Area CONTACT Delia Martinez ADDRESS 1033 Chittenden Avenue Corcoran, CA 93212 PHONE # 559-992-2151 ext. 233 FAX # 559-992-2348 BEGIN Program D & R Homes (Dewey Estates) HOME-CDBG-CalHome Program Within the city limits. CalHFA MBS Program Eligible Juan Jaime c/o Self-Help Enterprises 8445 W. Elowin Court Visalia, CA 93290 559-651-3634 Fax Corcoran Redevelopment Agency Housing Assistance Program 1. 2. 3. 4. Secured Promissory Note Subordinated Deed of Trust Loan Agreement (3%) Loan Agreement (5%) Citywide Use one Loan Agreement, either 3% or 5%. Lupe Wong 1033 Chittenden Avenue Corcoran, CA 93212 559-992-2151 559-992-2348 City of Corona First Time Homebuyer Program 1. Note 2. Deed of Trust 3. Loan Agreement Citywide Carrie Bedord 152 E. Sixth Street, Suite 100 Corona, CA 92879-1409 909-736-2260 Covina Redevelopment Agency Vintage Walk Project 1. Loan Agreement - Covina, Redevelopment Agency - Moderate Income Borrower, Down Payment Assistance Loan Program 2. Attachment No. 2 Agency Loan Promissory Note 3. Attachment No. 3 Contingent Promissory Note 4. Attachment No. 4 Deed of Trust 5. Attachment No. 5 Declaration of Conditions, Covenants And Restrictions & Right Of First Refusal To Purchase 6. Attachment No. 6 Moderate Income Borrower Downpayment Assistance Program Disclosure Program 7. Attachment No. 7 Moderate Income Borrower Disclosure Statement Regarding Declaration And Right Of First Refusal CalHFA Down Payment Assistance Programs are not allowed for use with this program. This program to be utilized in the Vintage Walk Development ONLY, Nuala Gasser 125 East College Street Covina, CA 91723-2199 626-858-7277 626-858-7274 CSU-CI University Glen Leasehold 1. Addendum to Home Purchase Contract and Escrow Instructions RE: Housing Cost Subsidy 2. Eligibility Certification for Mortgage Finance Premium Wavier for CalHFA Borrower 3. Ground Sublease – California State University Channel Islands Site Authority – University Glen Phase IC *See file for special instructions* Jo Anne Coville One University Drive Camarillo, CA 93012 805-437-8877 805-437-8437 City of Cupertino Below Market Rate Program 1. Property Value Restrictions, Resale Agreement and Option to Purchase Specific addresses on Town Center Lane, Torre Ave. & Park Green Lane. No AHPP rate. HHCA only. Vera Gil 10300 Torre Avenue Cupertino, CA 95014 408-777-3308 408-777-3333 Davis Community Church Housing Assistance Program 1. Deed of Trust and Assignment of Rents 2. Promissory Note For homes purchased as their primary residence by pastoral staff of Davis Community Church. Virginia Harris 412 C Street Davis, CA 95616 530-753-2894 530-753-0182 City of Delano HOME-CDBG-CalHome Program 1. 2. 3. 4. Home Buyer Assistance Program Loan Agreement Promissory Note Secured by Deed of Trust Deferred Payment Loan - Owner Occupant Short Form Deed of Trust Request for Notice City limits Juan Jaime CalHFA MBS Program Eligible c/o Self-Help Enterprises 8445 W. Elowin Court Visalia, CA 93290 559-651-1000 ext. 642 559-651-3634 City of Dinuba Downpayment Assistance Program No documents for this program - Grant. Grant J. Edward Todd 405 E. El Monte Dinuba, CA 93618 559-591-5900 559-591-5902 HOME-CDBG-CalHome Program 1. 2. 3. 4. Home Buyer Assistance Program Loan Agreement Promissory Note Secured by Deed of Trust Deferred Payment Loan - Owner Occupant Short Form Deed of Trust Request for Notice Within the city limits. CalHFA MBS Program Eligible Juan Jaime c/o Self-Help Enterprises 8445 W. Elowin Court Visalia, CA 93290 559-651-1000 ext. 642 559-651-3634 Fax City of Dixon HOME Program 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust 3. Home Buyer Assistance Program Loan Agreement 1. 2. 3. 4. Promissory Note Secured by Deed of Trust Home Investment Partnership Program Deed of Trust Home Buyer Assistance Program Loan Agreement Ten Year Resale Restriction Agreement La Esperanza Unit #1 Subdivision Mark Hecky 600 East A Street Dixon, CA 95620 707-678-7000 707-678-0960 Home Buyer Assistance Program Citywide 7 of 36 Last revised 1/07/08 MBS last updated 1/07/08 California Housing Finance Agency Affordable Housing Partnership Program (AHPP) JANUARY 2008 Approved Subordinate Localities and Programs LOCAL GOV. AGENCY PROGRAM NAME First-Time Home Buyer Assistance Program REQUIRED PROGRAM DOCUMENTS 1. First Time Home Buyer Program Regulatory Agreement 2. Promissory Note Secured by Deed of Trust 3. Deed of Trust Citywide COMMENTS CONTACT ADDRESS PHONE # FAX # City of Dublin First Time Homebuyer Program - Market Rate 1. Deed of Trust, Assignment of Rents, Fixture Filing and Security Agreement City of Dublin First-Time Homebuyer Program (Market Rate Units) 2. Loan and Equity Share Agreement City of Dublin First-Time Homebuyer Program (Market Rate Units) 3. Secured Promissory Note City of Dublin First-Time Homebuyer Program (Market Rate Units) Citywide John B. Lucero CalHFA MBS Program Eligible 100 Civic Plaza Dublin, CA 94568 925-833-6610 952-833-6628 City of East Palo Alto Inclusionary Housing Program 1. 2. 3. 4. Promissory Note (Subordinate Loan Program) Buyer’s Occupancy and Resale Restriction Agreement with Option to Purchase Promissory Note Secured by Deed of Trust (City of East Palo Alto Inclusionary Housing Program) Deed of Trust and Security Agreement Citywide Wilbert Lee 2277 University Avenue East Palo Alto, CA 94303 650-853-3109 650-853-5928 City of El Centro First Time Homebuyer DPA Program 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust and Assignment of Rents as Additional Security 1. Promissory Note Secured by a Deed of Trust 2. Deed of Trust with Assignment of Rents as Additional Security Citywide Marcela Piedra 1275 West Main Street El Centro, CA 92243 760-337-3176 760-352-6177 HELP First Time Homebuyer Program Corporate limits El Dorado County First-Time Homebuyer CDBG Program 1. Promissory Note Secured by Deed of Trust 2. First-Time Homebuyer Loan Program Agreement 3. Deed of Trust Unincorporated area Sharon Guth 3057 Briw Rd., Ste. A Placerville, CA 95667 530-642-4889 530-626-9060 City of El Monte Downpayment Assistance Program 1. Promissory Note Secured by Deed of Trust 2. Subordinate Deed of Trust City limits Dante G. Hall 11333 Valley Boulevard El Monte, CA 91731-3293 626-580-2212 626-580-2293 El Monte Community Redevelopment Agency Homebuyer Assistance Program 1. Promissory Note 2. Deed of Trust and Security Agreement 3. Resale Restriction Agreement and Option to Purchase Citywide Fernando Uriarte 11333 Valley Boulevard El Monte, CA 91731-3293 626-580-2249 626-444-2183 City of Emeryville Affordable Housing Set-Aside Moderate Income Program 1. Resale Restriction Agreement for Moderate Income Set-Aside Units (Affordable Housing Set-Aside Program) 2. Performance Deed of Trust and Assignment of Rents 1. First-Time Homebuyer Promissory Note 2. First-Time Homebuyer Deed of Trust 1. Resale Restriction Agreement for Low Income Set-Aside Units 1. Promissory Note 2. Deed of Trust Citywide. No AHPP rate. Janet Anderson 1333 Park Avenue Emeryville, CA 94608-3517 510-596-4316 510-596-4389 CalHome Program Citywide Affordable Housing Set-Aside Low-Income Program CalHome/HELP Program Citywide. No AHPP rate. Citywide Emeryville Redevelopment Agency First Time Homebuyers Program-Market Rate Program 1. Promissory Note Secured by Deed of Trust (First Time Homebuyers ProgramMarket Rate Program) 2. Deed of Trust with Assignment of Rents (First Time Homebuyers Program Only) 1. Promissory Note Secured by Deed of Trust (First Time Homebuyers Program with Vacant Housing Program or Affordable Housing Set-Aside Program) 2. Deed of Trust with Assignment of Rents (First Time Homebuyers Program with Vacant Housing Program or Affordable Housing Set-Aside Program) 1. Promissory Note Secured by Deed of Trust (Ownership Housing Assistance Program with Vacant Housing Program Affordable Housing Set-Aside Program) 2. Deed of Trust with Assignment of Rents (Ownership Housing Assistance Program with Vacant Housing Program or Affordable Housing Set Aside Program) Citywide Janet Anderson 1333 Park Avenue Emeryville, CA 94608-3517 510-596-4316 510-596-4389 First Time Homebuyers Program-Below Market Rate Program Citywide Ownership Housing Assistance Program Citywide Enterprise Home Ownership Partners Enterprise Home Ownership Partners Program 1. Asset Control Area Homebuyer Enforcement Note 2. Homebuyer Enforcement Deed of Trust 3. Addendum to Residential Purchase Agreement and Joint Escrow Instructions Asset control area properties in City of Los Angeles Ivee Stassi 315 W. 9th Street, Ste. 801 Los Angeles, CA 90015 213-833-0053 213-833-7989 8 of 36 Last revised 1/07/08 MBS last updated 1/07/08 California Housing Finance Agency Affordable Housing Partnership Program (AHPP) JANUARY 2008 Approved Subordinate Localities and Programs LOCAL GOV. AGENCY CDC of the City of Escondido PROGRAM NAME Penny Lodge Project REQUIRED PROGRAM DOCUMENTS A. Developer Docs: 1. Regulatory Agreement 2. Deed of Trust with Assignment of Rents 3. Promissory Note 4. Loan Agreement for Acquisition and Improvement of Real Property B. Borrower docs: 1. Each Unit Promissory Note 2. Each Unit Deed of Trust COMMENTS HHCA only. Citywide. CONTACT Beverly Peterka ADDRESS 201 N. Broadway Escondido, CA 92025 PHONE # 760-839-4841 FAX # 760-839-7083 City of Escondido Housing Division H.E.L.P. Program Promissory Note HELP Program w/Rider Deed of Trust HELP Program w/Rider Truth In Lending Disclosure Closing Affidavit (Rev. 3/27/96) - This document is not required in the file. Lender Instructions to Escrow Regarding the City of Escondido’s Homebuyer Entry Loan Program - This document is not required in the file. 6. City of Escondido Homebuyer Entry Loan Program (H.E.L.P.) Information & Program Guidelines (Revised December 1999) - This document is not required in the file. 1. Promissory Note HOME Program 2. Deed of Trust HOME Program 1. 2. 3. 4. 5. Citywide Judy Weichers 201 N. Broadway Escondido, CA 92025 760-839-4532 760-739-7083 HOME Program Citywide Esther Foundation Esther Foundation Grant 1. Esther Gift Letter Grant Shantil Garn 1716 Meadowlark Lane Orem, UT 84097-2340 866-937-8437 866-378-4378 Exchange Bank AHP Program 1. Promissory Note Secured by Deed of Trust (AHP Program) 2. Deed of Trust (Fixed Interest Rate) 3. Exhibit B Addendum to Deed of Trust Affordable Housing Program Lots 1-17, as numbered and designated upon the subdivision map of Los Amigos self help housing, recorded December 20, 2006 in book 705 of maps, pages 29-33, Sonoma County records. Wynn Spain 545 Fourth Street Santa Rosa, CA 95401 707-524-3197 707-545-6827 City of Exeter HOME-CDBG-CalHome Program 1. 2. 3. 4. Home Buyer Assistance Program Loan Agreement Promissory Note Secured by Deed of Trust Deferred Payment - Owner Occupant Short Form Deed of Trust Request for Notice City limits Juan Jaime CalHFA MBS Program Eligible c/o Self-Help Enterprises 8445 W. Elowin Court Visalia, CA 93290 559-651-1000 Ext. 642 559-651-3634 F & M Bank of Central California IDEA Program 1. Memorandum of Grant and Request for Notice Merced, Stanislaus, Calaveras, Sacramento, San Joaquin & Yolo Counties Keith Land P.O. Box 3000 Lodi, CA 95241 209-367-2337 209-367-2443 City of Fairfield Resale KB Homes Program 1. Amended and Restated Resale Restriction Agreement and Purchase Option 2. HOME Rider to Amended and Restated Resale Restriction Agreement and Purchase Option * Whitney Park Subdivision. No AHPP Rate Lark Ferrell *The HOME Rider is ONLY required for those borrowers who are also utilizing the "Infill Housing Silent Loan Program" under the City of Fairfield RA Parkview Subdivision. No AHPP Rate 1000 Webster Street, 2nd Floor Fairfield, CA 94533 707-428-7457 707-428-7621 Parkview Resale Restriction 1. Resale Restriction Agreement and Purchase Option (with or without rider) 2. Modification of Resale Restriction Agreement and Purchase Option 1. Amended and Restated Resale Restriction Agreement and Purchase Option 1. Amended and Restated Resale Restriction Agreement and Purchase Option Camden Resale Restriction The Oaks at Creekside Project Camden at Southbrook Subdivision. No AHPP Rate Oaks at Creekside. No AHPP Rate City of Fairfield Redevelopment Agency Self-Help Housing Silent Loan Program 1. 2. 3. 4. 5. Promissory Note Secured by Deed of Trust (2nd Note) Promissory Note Secured by Deed of Trust (3rd Note) Long Form of Deed of Trust and Assignment of Rents (2nd Doc) Long Form Deed of Trust and Assignment pf Rents Regulatory Agreement Citywide Lark Ferrell 1000 Webster Street, 2nd Floor Fairfield, CA 94533 707-428-7457 707-428-7621 Infill Housing Silent Loan Program 1. Promissory Note Secured by Deed of Trust 2. Long Form Deed of Trust and Assignment of Rents 3. Regulatory Agreement 1. First-Time Homebuyer Promissory Note 2. First-Time Homebuyer Deed of Trust 1. First-Time Homebuyer Promissory Note 2. First-Time Homebuyer Deed of Trust 1. First-Time Homebuyer Promissory Note 2. First-Time Homebuyer Deed of Trust 1. Promissory Note 2. Deed of Trust Citywide BEGIN Program Providence Walk BMR Loan Program For BMR resale - homes receiving assistance under the Agency's BMR Loan Program. Citywide CalHOME Program CDBG In-Fill Housing Program Citywide 9 of 36 Last revised 1/07/08 MBS last updated 1/07/08 California Housing Finance Agency Affordable Housing Partnership Program (AHPP) JANUARY 2008 Approved Subordinate Localities and Programs LOCAL GOV. AGENCY PROGRAM NAME Siena Homes Project REQUIRED PROGRAM DOCUMENTS 1. Resale Restriction Agreement and Purchase Option a. Low Income Households b. Moderate Income Households 2. Home Rider to the Resale Restriction Agreement and Purchase Option 3. Affordable Unit Note 4. Addendum to Deed of Trust 1. 2. 3. 4. Affordable Housing Covenant and Restrictions on Sale Affordable Unit Note Assumption Agreement Form of Affordable Unit Deed of Trust, including Addendum to Deed of Trust (Agency Affordable Unit Loan) COMMENTS Green Valley Subdivision CONTACT ADDRESS PHONE # FAX # Olson Project Olson Project - 3 homes at Providence Walk & 4 homes at Centennial Walk City of Farmersville HOME-CDBG-CalHome Program 1. 2. 3. 4. Home Buyer Assistance Program Loan Agreement Promissory Note Secured by Deed of Trust Deferred Payment Loan - Owner Occupant Short Form Deed of Trust Request for Notice Within the city limits Juan Jaime CalHFA MBS Program Eligible c/o Self-Help Enterprises 8445 W. Elowin Court Visalia, CA 93290 559-651-1000 ext. 642 559-651-3634 City of Firebaugh First Time Homebuyer Program 1. Homebuyer Program Guidelines 2. HOME Promissory Note 3. HOME Subordinate Deed of Trust and Assignment of Rents City limits Jose Garay 1575 Eleventh Street Firebaugh, CA 93622 559-659-8043 559-659-3412 CDA of the City of Foster City Homebuyers AdvantagePLUS Program 1. Promissory Note(Advantage and AdvantagePLUS) 2. Subordinate Deed of Trust and Security Agreement 3. Resale Restriction and Loan Agreement 1. Promissory Note 2. Subordinate Deed of Trust and Security Agreement 3. Resale Restriction and Loan Agreement Citywide Leslie J. Carmichael 610 Foster City Boulevard Foster City, CA 94404-2222 650-286-3200 650-574-3483 Homebuyers Advantage Program Citywide City of Fremont Inclusionary Housing Program 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust and Security Agreement 3. Buyer’s Occupancy and Resale Restriction Agreement with Option to Purchase 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust and Security Agreement 3. Resale Requirements and Homebuyer Covenants Agreement 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust and Security Agreement 3. Resale Requirements and Homebuyer Covenants Agreement No AHPP rate. City of Fremont May Lee CalHFA MBS Program Eligible City of Fremont 39550 Liberty Street Fremont, CA 94537-5006 510-494-4506 510-494-4515 Welcome to the Neighborhood Program Welcome Home Program City of Fremont CalHFA MBS Program Eligible City of Fresno Home Buyer Assistance Program 1. 2. 3. 4. 5. 1. 2. 3. 4. 5. 1. 2. 3. 4. 1. 2. 3. 4. Home Buyer Assistance Note Deed of Trust with Assignments of Rents FHA Deed Exhibit Conventional Deed Exhibit Owner Participation Agreement Promissory Note Truth in Lending Disclosure Statement Deed of Trust Conventional Deed Exhibit FHA Deed Exhibit Promissory Note Truth in Lending Disclosure Statement Deed of Trust FHA Deed Exhibit American Dream Downpayment Initiative Program Note and Disclosure Statement Deed of Trust with Assignments of Rents (to be recorded in Third Position) FHA and Conventional Exhibits Owner Participation Agreement Target Areas. No CHAP with this program. Pam Rodrigues 2600 Fresno Street, Rm. 3076 Fresno, CA 93721 559-621-8515 559-488-1078 Closing Cost Assistance for CalHome Funding Program Citywide. No CHAP with this program. CalHome Mortgage Assistance Program Citywide ADDI/Homebuyer Assistance Program City of Fresno Target Areas ADDI/CalHome Program 1. American Dream Downpayment Initiative Program Note and Disclosure Statement 2. Deed of Trust with Assignments of Rents (to be recorded in Fourth Position) 3. FHA and Conventional Exhibits Citywide County of Fresno Community Development Division Downpayment Assistance Program 1. Deferred Payment Promissory Note Secured by Deed of Trust 2. Short Form Deed of Trust and Assignment of Rents 3. Exhibit “B” to Deed of Trust Countywide Rebecca Madrigal 2220 Tulare Street, 6th Fl. Fresno, CA 93721 559-262-4277 559-488-3316 10 of 36 Last revised 1/07/08 MBS last updated 1/07/08 California Housing Finance Agency Affordable Housing Partnership Program (AHPP) JANUARY 2008 Approved Subordinate Localities and Programs LOCAL GOV. AGENCY PROGRAM NAME Home Investment Partnership Program REQUIRED PROGRAM DOCUMENTS 1. Deferred Payment Promissory Note Secured by Deed of Trust 2. Short Form Deed of Trust and Assignment of Rents COMMENTS Clovis Music Avenue Project - Specific Lots CONTACT ADDRESS PHONE # FAX # 1. Promissory Note Secured by Deed of Trust 2. Short Form Deed of Trust and Assignment of Rents 1. Promissory Note Secured by Deed of Trust 2. Short Form Deed of Trust and Assignment of Rents CalHome Program 1. Fresno County Affordable Housing Programs CalHome Program First-Time Homebuyer Promissory Note 2. Fresno County Affordable Housing Programs CalHome Program First-Time Homebuyer Second Deed of Trust 3. Fresno County Department of Public Works and Planning Community Development Division Affordable Housing Programs CalHome Program Disclosure Statement-Deferred Payment Clovis 4 Project Clovis 5 Project Fresno County. No CalHFA DPAs allowed with this program.. City of Fullerton Downpayment Assistance Program 1. Promissory Note Secured by Deed of Trust 2. Subordinated Deed of Trust (Down Payment Assistance Program) Citywide Maddi Dimalanta 303 W. Commonwealth Ave. Fullerton, CA 92632 714-841-6610 714-841-4341 City of Garden Grove First Time Homebuyer Program-ADDI 1. 2. 3. 4. 5. 6. 7. 8. 9. Affordable Housing Loan Agreement Exhibit “B” Promissory Note Secured by Deed of Trust Exhibit “C” Deed of Trust with Assignment of Rents (Short Form) Exhibit “C-1” Rider to Deed of Trust Exhibit “D” Declaration of Conditions, Covenants and Restrictions Exhibit “E” Program Disclosure Statement Exhibit “F” Buyer Disclosure Regulation Z Homebuyer Program Guidelines (Not required in borrower loan file) First-Time Homebuyer Assistance Program (Not required in borrower loan file) Citywide Tom Ferch 11222 Acacia Parkway 714-741-5330 714-741-5136 CalHFA MBS Program Eligible The Genesis Program Downpayment Assistance Program 1. Genesis Program Gift Letter Grant Arnie Williams 8834 N. Capital of TX Hwy., Ste 110 Austin, TX 78759 512-231-0270 512-342-9860 City of Gilroy DPA Program for City Employees and Teachers 1. Deed of Trust With Assignment of Rents as Additional Security 2. Promissory Note Secured by Deed of Trust 1. Promissory Note Homebuyer Assistance Program 2. Deed of Trust (Homebuyer Assistance Program) 3. Homebuyer Assistance Program Application Package La Maestra Project Regina Adams-Briscoe 7351 Rosanna Street Gilroy, CA 95020 408-846-0242 408-846-0429 Homebuyer Assistance Program Citywide CalHFA MBS Program Eligible Gilroy Unified School District Lien Agreement 1. Lien Agreement La Maestra Project Stephen Brinkman 7810 Arroyo Circle Gilroy, CA 95020 408-848-7126 408-847-4717 County of Glenn First Time Homebuyers Assistance Program 1. Note Secured by Deed of Trust 2. Deed of Trust Countywide except Orland Traci Torres 420 E. Laurel St. Willows, CA 95988 530-934-6510 530-934-6650 City of Gonzales First-Time Home Buyer Assistance Program 1. Promissory Note Secured by a Deed of Trust/Loan Agreement 2. Deed of Trust 1. 2. 3. 4. Regulatory Agreement and Declaration of Restricted Covenants Resale Restriction Agreement Deed of Trust Promissory Note Secured by a Deed of Trust/Loan Agreement Citywide Bill Farrel CalHFA MBS Program Eligible Citywide. HHCA only 147 4th Street Gonzales, CA 93926 831-675-5000 831-675-2644 First-Time Home Buyer Assistance Resale Restriction City of Grass Valley First-Time Homebuyer Program 1. First-Time Homebuyer Promissory Note 2. First-Time Homebuyer Loan Agreement 3. Deed of Trust and Assignment of Rents Containing Covenants, Conditions and Restrictions Running With the Land (Non - Recourse) Beth Owens 125 East Main Street Grass Valley, CA 95945 530-274-4344 530-274-4399 Greater Bay Bank AHP/IDEA/WISH Program 1. AHP/IDEA/WISH Addendum to Note and Rider to Deed of Trust 2. AHP/IDEA/WISH Deed of Trust and Request for Notice of Default 3. Promissory Note AHP/IDEA/WISH Owner Occupied Specific homes on Del Monte Avenue Craig Robinson 430 Cowper Street, Ste. 200 Palo Alto, CA 94301 650-614-8923 000-000-0000 Greenfield Redevelopment Agency First Time Home Buyer Program 1. First-Time Homebuyer Promissory Note 2. Deed of Trust and Security Agreement 3. City of Greenfield Resolution No. 2004-06 Citywide Francisco Casas 45 El Camino Real Greenfield, CA 93927 831-674-5591 831-674-3149 11 of 36 Last revised 1/07/08 MBS last updated 1/07/08 California Housing Finance Agency Affordable Housing Partnership Program (AHPP) JANUARY 2008 Approved Subordinate Localities and Programs LOCAL GOV. AGENCY City of Gustine PROGRAM NAME Home Buyer Assistance Program REQUIRED PROGRAM DOCUMENTS 1. Loan Agreement 2. Promissory Note Secured by Deed of Trust (Deferred Payment Loan-Owner Occupant) 3. Short Form Deed of Trust City limits COMMENTS CONTACT Corinna Vahey ADDRESS 682 3rd Ave. Gustine, CA 95322 PHONE # 559-651-1000 ext. 647 FAX # 559-651-3634 Hanford Redevelopment Agency First Time Homebuyer Program 1. Secured Promissory Note 2. Deed of Trust with Assignment of Rents 3. Loan Agreement City limits Lori Saldana 317 North Douty Street Hanford, CA 93230 559-585-2587 559-582-1152 City of Hanford HOME Sweet Home Program 1. City of Hanford Home Sweet Home First-Time Homebuyers (Home) Program Loan Agreement 2. Secured Promissory Note 3. City of Hanford Home Sweet Home First-Time Homebuyers Program Truth-In-Lending Disclosure Statement 4. Administrative Policy and Procedures Manual 5. Deed of Trust with Assignment of Rents City limits. CalHFA's IOP, 40 year and/or DAPs are not eligible for use with this program. Lori Saldana 317 North Douty Street Hanford, CA 93230 559-585-2587 559-582-1152 CalHFA MBS Program Eligible City of Hawthorne First Time Home Buyer Program 1. 2. 3. 4. HOME Program Promissory Note City Subordinated Purchase Money Deed of Trust Rider to Note and Deed of Trust Agreement Containing Covenants, Conditions and Restrictions Affecting Real Property Citywide Harold Roth 4455 West 126th Street Hawthorne, CA 90250 310-970-7086 310-970-7473 CalHome First Time Home Buyer Program 1. First-Time Homebuyer Promissory Note 2. First-Time Homebuyer Deed of Trust City limits Hawthorne Savings Bank, FSB Hawthorne HOPE Matching Grant Program 1. Certificate of Achievement Matching Grant Cynthia Sotelo 2381 Rosecrans Avenue El Segundo, CA 90245 310-725-1801 310-725-5036 City of Hayward First-Time Homebuyer Program 1. Promissory Note 2. Subordinate Deed of Trust 3. Loan Agreement (Downpayment and Closing Costs Assistance) 1. Buyer's Occupancy and Resale Restriction Agreement, with Option to Purchase 2. Promissory Note Secured by Deed of Trust 3. Deed of Trust and Security Agreement Citywide Omar Cortez 777 B Street Hayward, CA 94541 510-583-4244 510-583-3850 Inclusionary Housing Program Redevelopment Agency of the City of Hayward Below Market Rate Program 1. Performance Deed of Trust 2. Affordable Housing Covenant and Restrictions on Sale Renaissance Walk Development No AHPP rate Paul Dalmon 777 B Street Hayward, CA 94541-5007 510-583-4246 510-583-3650 City of Hemet Downpayment Assistance Program 1. Promissory Note Secured by Deed of Trust 2. Subordinate Deed of Trust City limits Mark Trabing 445 E. Florida Avenue Hemet, CA 92543 909-765-2381 909-765-2359 City of Hercules BEGIN/Inclusionary BMR Program 1. B.E.G.I.N Program First-Time Homebuyer Promissory Note 2. B.E.G.I.N Program First-Time Homebuyer Deed of Trust 3. Resale Restriction Agreement and Option to Purchase (Inclusionary Below Market Rate Affordable Housing Homebuyer Program) Baywood Housing Development in Dynamite Redevelopment Area Nelson E. Oliva 111 Civic Drive Hercules, CA 94547 510-799-8200 510-799-8249 Redevelopment Agency of the City of Hercules First Time Homebuyer Program 1. Promissory Note and Loan Agreement 2. Deed of Trust and Security Agreement with Rider 3. Resale Restriction Agreement and Option to Purchase New & existing single family homes in Hercules Nelson E. Oliva 111 Civic Drive Hercules, CA 94547 510-799-8200 510-799-8249 Heritage Housing Partners Low and Moderate Income FTHB Program 1. This Deed of Trust Contains Provisions Restricting Assumptions [For Fair Oaks Court Project] Fair Oaks Court Properties ONLY Deed of Trust with Assignment of Rents 2. Affordable Housing Loan Agreement HHP DFO, LLC 3. ResPromissory Note [For HHP Fair Oaks Court Project] 4. Notice of Restrictions and Right of First Refusal to Purchase Property [For Fair Oaks Court Project] 5. Request for Notice [For Fair Oaks Court Project] Ivee Stassi 834 E. California Blvd. Pasadena, CA 91106 626-403-4663 626-403-9139 City of Hesperia Downpayment Assistance Program 1. Notice of Restrictions 2. Reimbursement Agreement 3. Deed of Trust with Assignment of Rents (Short Form) 4. Exhibit "B" Promissory Note Secured by Second Lien Deed of Trust 5. Request for Notice Under Civil Code Section 2924b This program can only be used for the following home: 10611 Portland Avenue Scott McGookin 15776 Main Street Hesperia, CA 92345 760-947-1909 760-947-1917 12 of 36 Last revised 1/07/08 MBS last updated 1/07/08 California Housing Finance Agency Affordable Housing Partnership Program (AHPP) JANUARY 2008 Approved Subordinate Localities and Programs LOCAL GOV. AGENCY City of Holtville PROGRAM NAME First Time Homebuyer Program REQUIRED PROGRAM DOCUMENTS 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust with Assignment of Rents as Additional Security Citywide COMMENTS CONTACT John Jordan ADDRESS 121 W. Fifth Street Holtville, CA 92250 PHONE # 760-356-2912 FAX # 760-356-1863 Department of Housing & Community Development HOME Program 1. Promissory Note Secured by Deed of Trust (Self-Help, Permanent-Only Loan) 2. Deed of Trust 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust 1. Promissory Note Secured by Deed of Trust (Self-Help, Permanent-Only Loan) 2. Deed of Trust 1. Promissory Note Secured by Deed of Trust (Self-Help, Permanent-Only Loan) 2. Deed of Trust 1. Promissory Note Secured by Deed of Trust (Self-Help, Permanent-Only Loan) 2. Deed of Trust 1. Promissory Note Secured by Deed of Trust (Self-Help, Permanent-Only Loan) 2. Deed of Trust Feather View Estates Eugene Lee 1800 3rd Street Sacramento, CA 95814 916-322-0356 916-322-2904 Cherokee Estates Los Arroyos III Tehama & Shasta Counties SHE-Lemoore, Phases 8, 9, 10 CHIP - Alldredge Subdivision, Chico River Oaks Estates Home Investment Partnership Program 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust 1. Homeowner Grant Lien Agreement (Direct Homeowner Grant Lien Agreement) 2. Homeowner Grant Lien Agreement (Homeowner Agreement – Developer to Owner) Palm Crest Village Joe Serna Jr. Farmworker Housing Grant Program Statewide. Use either Agreement. CalHFA MBS Program Eligible HOME Program - Palm Crest Village Phase 2 1. Promissory Note Secured by Deed of Trust (Self-Help, Construction/Permanent Loan) No HiCAP or CHAP. Palm Crest Village Phase 2 ONLY. Kris Zappettini 2. Deed of Trust (Single Family Owner-Occupied Residence) (Securing Deferred Payment Loan Due 530-891-6931 on sale or Transfer of the Property) 530-891-8547 fax Housing Action Resource Trust (HART) HART Down Payment Assistance Program 1. Request for Gift Funds Grant Frank Williams 9227 Haven Ave., Ste. 280 Rancho Cucamonga, CA 91730 909-945-1574 909-491-4012 City of Hughson HOME First-Time Homebuyer Program 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust With Assignment of Rents Corporate limits Mary Jane Cantrell 7018 Pine Street Hughson, CA 95326 209-883-4054 209-883-2638 City of Huron HOME-CDBG-CalHome Program 1. 2. 3. 4. 1. 2. 3. 4. Home Buyer Assistance Program Loan Agreement Promissory Note Secured by Deed of Trust Deferred Payment Loan - Owner Occupant Short Form Deed of Trust Request for Notice Mortgage Assistance Program Loan Agreement Promissory Note Secured by Deed of Trust Deferred Payment Loan - Owner Occupant Short Form Deed of Trust Request for Notice Within the city limits. Juan Jaime CalHFA MBS Program Eligible c/o Self-Help Enterprises 8445 W. Elowin Court Visalia, CA 93290 559-651-1000 ext. 642 559-651-3634 First-Time Homebuyer BEGIN Mortgage Assistance Program City limits. No CHAP or HICAP. CalHFA MBS Program Eligible City of Imperial First Time Homebuyer Program 1. Promissory Note Secured by Deed of Trust (Imperial First Time Homebuyer Program) 2. Deed of Trust with Assigment of Rents as Additional Security Corporate limits Laura Gutierrez CalHFA MBS Program Eligible 420 S. Imperial Avenue Imperial, CA 92251 760-355-4373 760-355-4718 County of Imperial First Time Homebuyer Program 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust With Assignment of Rents as Additional Security Corporate limits Ken Hollis 836 Main Street El Centro, CA 92243 760-337-7814 760-337-8907 Inglewood Neighborhood Housing Service, Inc (City of Inglewood) Mortgage Assistance Program 1. 2. 3. 4. Note Deed of Trust Deed of Trust Rider Declaration of Covenants, Conditions and Restrictions Spot resale homes in Los Angeles Co. Bruce Solomon 335 E. Manchester Blvd. Inglewood, CA 90301 310-674-3756 CDFI Second Mortgage Program 1. Note 2. Deed of Trust Los Angeles Co. City of Ione CDBG Program 1. Community Development Block Grant (CDBG) Program Deed of Trust 2. Promissory Note Secured by Deed of Trust Deferred Payment Loan for Owner Occupant Household (Assumable Only by Qualified Household) City of Ione Patrick Samsell CalHFA MBS Program Eligible PO Box 398 Ione, CA 95640 209-274-2412, ext. 133 209-274-2830 13 of 36 Last revised 1/07/08 MBS last updated 1/07/08 California Housing Finance Agency Affordable Housing Partnership Program (AHPP) JANUARY 2008 Approved Subordinate Localities and Programs LOCAL GOV. AGENCY City of Irvine PROGRAM NAME First Time Homebuyer Program 1. 2. 3. 4. REQUIRED PROGRAM DOCUMENTS Loan Agreement Promissory Note Secured by Deed of Trust Deed of Trust Regulatory Agreement and Declaration of Covenants and Restrictions City limits COMMENTS CONTACT Barry Curtis ADDRESS P.O. Box 19575 Irvine, CA 92623-9575 PHONE # 949-724-6354 FAX # 949-724-6440 City of Jackson First-Time Homebuyer Program 1. Promissory Note Secured by a Deed of Trust 2. Deed of Trust 3. Regulatory Agreement Citywide Michael Daly 33 Broadway Jackson, CA 95624 209-223-1646 209-363-3141 Kerman Redevelopment Agency Down Payment Assistance Program 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust with Assignment of Rents as Additional Security (Inclusing Exhibit A) City limits Ron Manfredi 850 S. Madera Avenue Kerman, CA 93630 559-846-9384 559-846-6199 County of Kern Home Investment Partnership Program 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust and Assignment of Rents 3. County Loan Agreement Kern Co. except Bakersfield & Taft Mark Smith 2700 M Street, Ste. 250 Bakersfield, CA 93301 661-862-5050 661-862-5052 County of Kings Home Buyer Assistance Program 1. Loan Agreement 2. Promissory Note Secured by Deed of Trust 3. Short Form Deed of Trust Unincorporated limits William Zumwalt 1400 W. Lacey Blvd. Hanford, CA 93230 559-582-3211 ext. 2686 L.A. Family Housing Corporation American Dream IDA Program 1. Letter of confirmation from IDA Coordinator regarding matching of funds. Matching grant Melissa Kountz 5028 West Avenue L-12, #20 Quartz Hill, CA 93536 661-718-2873 661-718-2343 County of Lake First-Time Home Buyer Assistance Program 1. Loan Agreement/Promissory Note Secured by Deed of Trust 2. Short Form Deed of Trust (Due on Sale Clause) Countywide except Lakepoint & Clearlake Karen Bull 2215 21st Street Sacramento, CA 95818 916-456-4784 916-456-7672 La Mirada Redevelopment Agency Down Payment Assistance Program 1. 2. 3. 4. 5. Promissory Note Secured by Deed of Trust Deed of Trust Rider to Deed of Trust Declaration of Conditions, Covenants and Restrictions Loan Agreement Single family detached homes in La Mirada Eileen Y. Yeh 13700 La Mirada Blvd. La Mirada, CA 90638 562-902-2958 562-943-3666 Redevelopment Agency of the City of Lemoore First-Time Homebuyer Grant Program 1. Refinance and Resale Restrictions and Affordability Agreement AHPP rate available if Lemoore is providing a cash contribution. Homes in the City of Lemoore Brooke Austin 210 Fox Street Lemoore, CA 93245 559-924-6702 559-924-6743 City of Lincoln Community Development Block Grant Program 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust 3. Homebuyer Assistance Program Loan Agreement 1. City of Lincoln Down Payment Assistance Program (Simple Interest Option) Promissory Note Secured by Deed of Trust Deferred Payment Loan for Owner Occupant Household 2. City of Lincoln Down Payment Assistance Program (Simple Interest Option (Deed of Trust) Citywide Steve Art 640 Fifth Street Lincoln, CA 95648 916-645-4070 ext. 219 916-645-3552 Down Payment Assistance Program-Simple Interest Cannot be used with any program containing resale controls or any other restrictions. City of Lindsay First Time Homebuyer Program 1. Note (Including Note Rider) 2. Deed of Trust and Assignment of Rents (Including Deed of Trust Rider) 3. Owner’s Participation Agreement 1. First-Time Homebuyer Promissory Note 2. First-Time Homebuyer Deed of Trust Citywide Kenny Walker 251 E. Honolulu Lindsay, CA 93247 559-562-7117 559-562-7139 CalHOME Program Citywide City of Livermore Downpayment Assistance Program 1. Promissory Note-Ten Year Amortization 2. Promissory Note 3. Short Form Deed of Trust 1. Promissory Note Secured by a Second Deed of Trust 2. Deed of Trust with Assignment of Rents 3. Resale Restriction Agreement 1. Promissory Note Secured by a Deed of Trust 2. First-Time Homebuyer Deed of Trust 1. First-Time Homebuyer Deed of Trust 2. First-Time Homebuyer Promissory Note City limits Milly Seibel 1052 S. Livermore Ave. Livermore, CA 94550 925-960-4580 925-960-4149 Inclusionary Housing Program City limits BEGIN Program City limits CalHFA MBS Program Eligible City limits CalHome Program CalHFA MBS Program Eligible 14 of 36 Last revised 1/07/08 MBS last updated 1/07/08 California Housing Finance Agency Affordable Housing Partnership Program (AHPP) JANUARY 2008 Approved Subordinate Localities and Programs LOCAL GOV. AGENCY ADDI Program PROGRAM NAME REQUIRED PROGRAM DOCUMENTS ADDI Program (use w/Livermore Incl. Hsng. Prog. 1. Promissory Note Secured by a Deed of Trust (American Dream Downpayment Initiative) Footer: ADDI Program RRA Loan No. A2007-00 2. Deed of Trust and Assignment of Rents (Short Form) ADDI Program (usew/Livermore DPAs) 1. Promissory Note Secured by a Deed of Trust (American Dream Downpayment Initiative) Footer: ADDI Program no RRA Loan No. A2007-00 2. Deed of Trust and Assignment of Rents (Short Form) City limits COMMENTS CalHFA MBS Program Eligible CONTACT ADDRESS PHONE # FAX # City Limits CalHFA MBS Program Eligible City of Livingston First Time Homebuyer Program 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust with Assignment of Rents as Additional Security Citywide David Hanham 1416 C Street Livingston, CA 95334 209-394-8041 209-394-4190 City of Long Beach Affordable Housing Resale Program 1. Agreement and Covenant Concerning Use and Resale Restricted Residential Unit 2. Right of First Refusal to Purchase 1. Declaration of Covenants, Conditions and Restrictions (Including Use and Resale of Restricted Residential Units) (CalHome and BEGIN) 2. Deed of Trust with Assignment of Rents and Rider to Deed of Trust Attached (CalHome) (Low Income Buyer; 30 Year Covenant) 3. Borrower Disclosure Statement (City) (Low Income Buyer; 30 Year Covenant) 4. Promissory Note Secured by Deed of Trust (CalHome (Low Income Buyer; 30 Year Covenant) 5. Buyer Disclosure Regulation Z (City / Low Income Buyer) 6. Olive Court Townhome Development Affordable Housing Disclosure Statement ( City) 7. Affordable Housing Loan Agreement (CalHome and BEGIN) (Low - Income Buyer; 30 Year Covenant) 1. Declaration of Covenants, Conditions and Restrictions (Including Use and Resale of Restricted Residential Units) (CalHome and BEGIN) 2. Deed of Trust with Assignment of Rents and Rider to Deed of Trust Attached (BEGIN) (Low Income Buyer; 30 Year Covenant) 3. Borrower Disclosure Statement (City) (Low Income Buyer; 30 Year Covenant) 4. Promissory Note Secured by Deed of Trust (BEGIN (Low Income Buyer; 30 Year Covenant) 5. Buyer Disclosure Regulation Z (City / Low Income Buyer) 6. Olive Court Townhome Development Affordable Housing Disclosure Statement ( City) 7. Affordable Housing Loan Agreement (CalHome and BEGIN) (Low - Income Buyer; 30 Year Covenant) 1. Affordable Housing Loan Agreement (Moderate - Income Buyer (BEGIN - No Buyout); 45 Year Covenant) 2. Borrower Disclosure Statement (Moderate - Income Buyer (BEGIN - No Buyout); 45 Year Covenant) 3. Deed of Trust with Assignment of Rents and Rider to Deed of Trust Attached (Moderate - Income Buyer (BEGIN - No Buyout); 45 Year Covenant) 4. Olive Court Townhome Development - Affordable Housing Disclosure Statement (BEGIN - No Buyout) 5. Promissory Note Secured by Deed of Trust (BEGIN - No Buyout) 6. Buyer Disclosure - Regulation Z 1. 2. 3. 4. 5. Buyer Disclosure - Regulation Z (BEGIN Program) BEGIN Promissory Note Secured by Deed of Trust City of Long Beach BEGIN Program 2005 Deed of Trust and Security Agreement (BEGIN Program; 30 Year Covenant w/ Buyout) Borrower Disclosure Statement BEGIN Program - 2005 Resale Restriction Agreement BEGIN Program - 2005 Program can only be used for the following: 838 Pine Avenue, Long Beach, CA 90802 This program is not eligible for use with IOP or 40 year loan programs. This program may now be used with: Olive Court Condominiums, 1856 Long Beach Blvd. (actual unit addresses will vary). Dale Hutchinson 110 Pine Avenue, Ste. 1200 Long Beach, CA 90802 562-570-6840 562-570-5921 CalHome Low Income Homebuyer Program Patrick Ure 562-570-6026 BEGIN Low Income Homebuyer Program This program is not eligible for use with IOP or 40 year loan programs. This program may now be used with: Olive Court Condominiums, 1856 Long Beach Blvd.. (actual unit addresses will vary). Patrick Ure BEGIN / Set Aside Moderate Income Homebuyer Program This program is not eligible for use with IOP or 40 year loan programs. This program may now be used with: Olive Court Condominiums, 1856 Long Beach Blvd. (actual unit addresses will vary). Patrick Ure Moderate Income BEGIN Homebuyer Program This program may be used with: Olive Court Condominiums, 1856 Long Beach Blvd. (actual unit addresses will vary). Patrick Ure 1450 Locust, Unit 123 Restrictions 1. Agreement and Covenant Concerning Use and Resale of Restricted Residential Unit Low-Income Unit (perpetual restriction) 1450 Locust, Unit 123 2. Right of First Refusal to Purchase Low-Income Unit (perpetual restriction) 1450 Locust, Unit 123 This program may be used with CalHFA financing for ONLY the following address: 1450 Locust, Unit 123 Long Beach, CA 90813. Dale Hutchinson Long Beach Housing Development Company BEGIN / Set Aside Moderate Income Homebuyer Program 1. Affordable Housing Loan and Option Agreement (Moderate - Income Buyer (Set - Aside Funds) ;45 Year Covenant) 2. Buyer Disclosure - Regulation Z 3. Promissory Note Secured by Deed of Trust (Moderat Income Buyer (Set - Aside Funds); (45 Year Covenant) 4. Memorandum Re Option to Purchase (Moderate Income Buyer (Set - Aside Funds); (45 Year Covenant) 5. Olive Court Townhome Development - Affordable Housing Disclosure Statement 6. Deed of Trust with Assignment of Rents and Rider to Deed of Trust Attached (Moderate - Income Buyer (Set - Aside Funds); 45 Year Covenant) 7. Declaration of Covenants, Conditions and Restrictions (Including Use and Resale of Restricted Residential Units) Moderate Income Buyer (Set - Aside Funds); 45 Year Covenant 8. Borrower Disclosure Statement (Moderate - Income Buyer (Set - Aside Funds); 45 Year Covenant) This program is not eligible for use with IOP or 40 year loan programs. This program may now be used with: Olive Court Condominiums, 1856 Long Beach Blvd. (actual unit addresses will vary). Patrick Ure 110 Pine Avenue, Suite 1200 Long Beach, CA 90802 562-570-6026 562-570-5921 15 of 36 Last revised 1/07/08 MBS last updated 1/07/08 California Housing Finance Agency Affordable Housing Partnership Program (AHPP) JANUARY 2008 Approved Subordinate Localities and Programs LOCAL GOV. AGENCY PROGRAM NAME HOME - ADDI Program REQUIRED PROGRAM DOCUMENTS 1. Affordable Housing Loan and Option Agreement (HOME and ADDI) (Low-Income Buyer; 30 year Covenant) 2. Buyer Disclosure - Regulation Z 3. Promissory Note Secured by Deed of Trust (HOME and ADDI) 4. Memorandum Re Option to Purchase (Low Income Buyer; 30 Year Covenant) 5. Olive Court Townhome Development - Affordable Housing Disclosure Statement 6. Deed of Trust with Assignment of Rents and Rider to Deed of Trust Attached (HOME and ADDI) (Low Income Buyer; 30 year Covenant) 7. Declaration of Covenants, Conditions and Restrictions (Including Use and Resale of Restricted Residential Units) (HOME and ADDI) (Low-Income Buyer; 30 year Covenant) 8. Borrower Disclosure Statement (LBHDC) (Low Income Buyer; 30 year Covenant) 9. Request for Notice of Default COMMENTS This program is not eligible for use with IOP or 40 year loan programs. This program may now be used with: Olive Court Condominiums, 1856 Long Beach Blvd. (actual unit addresses will vary). CONTACT Patrick Ure ADDRESS PHONE # FAX # City of Los Angeles Housing Department Soft Second Loans 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust and Security Agreement 1. City Promissory Note Secured by Deed of Trust 2. Deed of Trust Purchase Assistance Program 1. Promissory Note Secured by a Deed of Trust 2. Subordinate Deed of Trust Los Angeles Area George Guillen 1200 W. 7th Street, 8th Floor Los Angeles, CA 90017-2349 213-808-8585 213-808-8515 CalHome First-Time Homebuyer Program Citywide CalHFA MBS Program Eligible Citywide - CalHFA MBS Program Eligible 1. Moderate Income Purchase Assistance Only – 150 2. Moderate Income Purchase Assistance Only – 120 3. Low Income Purchase Assistance Only Purchase Assistance Program w/wo Rehab Purchase Assistance with Rehab Program 1. Promissory Note Secured by a Deed of Trust 2. Subordinate Deed of Trust 3. Rehabilitation Loan Agreement 15% Ordinance 1. LA Municipal Code Section 12.39 (aka : 15% Ordinance; Ordinance 145927; Agreement C) *See file for special instructions.* 1. Promissory Note 2. Deed of Trust Citywide - CalHFA MBS Program Eligible 1. Moderate Income Purchase Assistance with Rehabilitation – 150 2. Moderate Income Purchase Assistance with Rehabilitation – 120 3. Low Income Purchase Assistance with Rehabilitation City of LA. BEGIN Program Citywide Com. Dev. Comm. of the Co. of Los Angeles HOP/ADDI/S-HOP Program 1. Community Development Commission of the County of Los Angeles Promissory Note for Junior Trust Deed Assistance Program 2. This Deed of Trust Includes Resale Restrictions Deed of Trust (This is a Junior Deed of Trust Subordinate to a Senior Lien Holder) 3. Community Development Commission of the County of Los Angeles Loan Agreement Junior Trust Deed Assistance Program Incorporated cities and unincorporated areas of Los Angeles County. Larry Matthews 2 Coral Circle Monterey Park, CA 91755 323-890-7236 323-890-8576 CalHFA MBS Program Eligible Affordable Housing Opportunities Program (AHOP) 1. Deed of Trust (Second Deed of Trust on For-Sale Unit - Project No. HE00XX) Footer: DEED OF Scattered sites. CalHFA subordinate loans NOT TRUST - HOME2nd45yrs template - CDC eligible for use with this program. 2. Deed of Trust (Second Deed of Trust on For-Sale Unit - Project No. HE00XX) Footer: DEED OF TRUST - HOME2ndDRPlang template - CDC 3. Promissory Note (Project No. HE00XX) Footer: Promissory NOTE-HOME2ndTemplate-forgiven613071 4. Promissory Note (Project No. HE00XX) Footer: Promissory NOTE-HOME2ndTemplate 613071 John Cheng 323-890-7324 323-890-8576 fax Housing Authority of the County of Los Angeles Affordable Housing Opportunities Program (AHOP) 1. Promissory Note (Industry Fund - Project No. YY XXXX) Footer; Promissory NOTEIndustry2ndTemplate 2. Promissory Note (Industry Fund - Project No. YY XXXX) Footer: Promissory NOTEIndustry2ndTemplate-forgivien 3. Deed of Trust (Second Deed of Trust on For-Sale Unit - Industry Fund Project No. YY-XXXX) Footer: DEED OF TRUST-Ind2ndDRPlang template In participating cities and unincorporated areas CalHFA subordinate loans NOT eligible for use with this program. John Cheng 2 Coral Circle Monterey Park, CA 91755 323-890-7324 323-890-8576 Los Angeles Neighborhood Housing Services Individual Development Account Loan Program 1. First-Time Homebuyer Promissory Note 2. First-Time Homebuyer Deed of Trust Los Angeles County David Piersen 3926 Wilshire Blvd., Suite 200 Los Angeles, CA 90010 213-381-2862 Ext. 165 213-487-3885 City of Los Banos Home Buyer Assistance Program 1. Loan Agreement 2. Promissory Note Secured by Deed of Trust 3. Short Form of Deed of Trust City limits Richard Dahlgren 520 J Street Los Banos, CA 93635 209-827-7000 209-827-7006 Luther Burbank Savings FHLB - AHP Program - Wildflower 1. Promissory Note Secured by Deed of Trust (AHP Program) 2. Deed of Trust 3. Exhibit B Addendum to Deed of Trust Affordable Housing Program Wildflower Subdivision in Sonoma Doris Henderson CalHFA MBS Program Eligible 816 Fourth Street Santa Rosa, CA 95404 707-523-9898 707-578-7735 16 of 36 Last revised 1/07/08 MBS last updated 1/07/08 California Housing Finance Agency Affordable Housing Partnership Program (AHPP) JANUARY 2008 Approved Subordinate Localities and Programs LOCAL GOV. AGENCY City of Madera PROGRAM NAME Downpayment Assistance Program REQUIRED PROGRAM DOCUMENTS 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust 3. Declaration of Covenants and Restrictions COMMENTS Located within the City of Madera's corporate limits CONTACT Ron Prestridge ADDRESS 205 W. Fourth Street Madera, CA 93637 PHONE # 559-661-3691 FAX # 5596742972 Manteca Redevelopment Agency First Time Homebuyer Loan Program 1. Loan Agreement Manteca Redevelopment Agency First Time Homebuyer Loan Program 2. Promissory Note Secured by Deed of Trust, Assignment of Rents, Security Agreement and Fixture Filing (Exhibit “B”) Manteca Redevelopment Agency First Time Homebuyer Loan Program 3. Long Form Deed of Trust, Assignment of Rents, Security Agreement, and Fixture Filing (Exhibit “C”) Manteca Redevelopment Agency First Time Homebuyer Loan Program 4. Request for Notice Under Section 2924b Civil Code (Exhibit “D”) Manteca Redevelopment Agency First Time Homebuyer Loan Program SM CalHFA’s interest only PLUS (IOP) loan is not eligible for use with this program. City limits Rachel DeBord 1001 W. Center Street Manteca, CA 95337 209-825-2564 209-825-2534 Housing Authority of the County of Marin Below Market Rate Homeownership Program 1. Resale and Refinancing Restriction Agreement and Option to Purchase 2. Housing Authority Deed of Trust and Security Agreement Securing Resale and Refinancing Restriction Agreement and Option to Purchase Countywide Maurice Wolohan 4020 Civic Center Drive San Rafael, CA 94903 415-491-2545 415-472-2186 County of Mendocino Home Down Payment Assistance Loan Program 1. Promissory Note 2. Deed of Trust Unincorporated areas Helen Miller 1076 N. State Street Ukiah, CA 95482 707-463-5462 707-463-4188 City of Mendota Home Buyer Assistance Program 1. Loan Agreement 2. Promissory Note Secured by Deed of Trust 3. Short form of Deed of Trust City limits Baldev Josan CalHFA MBS Program Eligible 643 Quince Street Mendota, CA 93640 559-655-3291 559-566-4064 Mendota Redevelopment Agency Homebuyer Assistance Program 1. Deed of Trust, Assignment of Rents, Security Agreement and Fixture Filing 2. Mendota Redevelopment Agency Homebuyer Asssistance Program Loan and Affordability Agreement 3. City of Mendota Redevelopment Agency Very-Low, Low and Moderate Income Homebuyer Assistance Program Program Participation Guidelines This program is for new or previously owned, single-family homes located within the City limits of the City of Mendota. Gabriel Gonzalez 643 Quince Street Mendota, CA 93640 559-655-3291 559-655-4064 City of Menlo Park First-Time Homebuyer Second Mortgage Loan Program 1. Promissory Note Secured by a Deed of Trust 2. Short Form Deed of Trust with Assignment of Rents – Subordinate Deed of Trust 1. Agreement and Deed Restrictions Regarding Resale Controls for Below Market Rate Property 2. Grant Deed City limits Gretchen Hillard 701 Laurel St. Menlo Park, CA 94025 650-858-3414 650-327-1759 Below Market Rate Housing Program City limits. No AHPP rate. City of Merced First Time Homebuyer Assistance Program 1. 2. 3. 4. Promissory Note Secured by a Deed of Trust Note Rider – 1 Deed of Trust Deed of Trust Rider - 1 City limits Lee Pevsner 678 West 18th Street Merced, CA 95340 209-385-6863 209-725-8775 County of Merced HOME-CDBG-CalHome Program 1. 2. 3. 4. Home Buyer Assistance Program Loan Agreement Promissory Note Secured by Deed of Trust Deferred Payment Loan - Owner Occupant Short Form Deed of Trust Request for Notice For homes located in the unincorporated area of the County of Merced. Juan Jaime CalHFA MBS Program Eligible c/o Self-Help Enterprises 8445 W. Elowin Court Visalia, CA 93290 559-651-1000 ext. 642 559-651-3634 Mercy Housing California Sweat Equity Restriction 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust and Request for Notice Power Inn Development (aka Glenwood Homes or Glen Elder) Malena Centella 3120 Freeboard Drive, Suite 202 West Sacramento, CA 95691 916-414-4403 916-414-4490 Meriwest Credit Union FHLB-WISH Program 1. Promissory Note 2. Deed of Trust and Security Agreement 3. Affordable Housing Program Direct Subsidy Agreement Homeownership Set-Aside Program Statewide Joe Mariscal 5615 Chesbro Avenue San Jose, CA 95123 408-363-3200 408-363-3330 Mid Peninsula Housing Coalition Vineyard Place Project 1. Shared Appreciation Promissory Note 2. Shared Appreciation Deed of Trust Vineyard Place Katrina Berger 303 Vintage Park Drive, Suite 250 Foster City, CA 94404 650-356-2913 650-357-9766 Redevelopment Agency of the City of Milpitas Affordable Housing Program 1. Resale Restriction and Option to Purchase Agreement 2. Promissory Note Secured by Deed of Trust 3. Subordinate Deed of Trust Incorporated Area Felix J. Reliford 455 East Calaveras Boulevard Milpitas, CA 95035 408-586-3071 408-586-3069 17 of 36 Last revised 1/07/08 MBS last updated 1/07/08 California Housing Finance Agency Affordable Housing Partnership Program (AHPP) JANUARY 2008 Approved Subordinate Localities and Programs LOCAL GOV. AGENCY City of Modesto PROGRAM NAME Down Payment Assistance Program REQUIRED PROGRAM DOCUMENTS 1. Promissory Note 2. Deed of Trust with Assignment of Rents 3. City Loan Agreement 1. First-Time Homebuyer Promissory Note 2. First-Time Homebuyer Deed of Trust Citywide COMMENTS CONTACT Carol Harris ADDRESS 940 11th Street Modesto, CA 95354 PHONE # 209-577-5310 FAX # 209-544-3982 CalHome Program Single Family Housing, condominium units, and manufactured housing on a permanent foundation CalHFA MBS Program Eligible City of Modesto Redevelopment Agency Down Payment Assistance Program 1. 2. 3. 4. Agency Loan Agreement Promissory Note Deed of Trust with Assignment of Rents Declaration of Conditions, Covenants and Restrictions Citywide Bill Cooper P.O. Box 642 Modesto, CA 95353 209-571-5111 209-491-5798 Montebello Housing Development Corporation First-Time Homebuyer-CalHome Program 1. First-Time Homebuyer Promissory Note 2. First-Time Homebuyer Deed of Trust 1. 2. 3. 4. Deed of Trust and Security Agreement Promissory Note and Loan Agreement Resale Restriction Agreement and Option to Purchase Rider to Deed of Trust Los Angeles Co. Lourdes Ortiz 1619 Paramount Boulevard Montebello, CA 90640 323-722-3955 323-722-6209 Silent Second Loan Program Los Angeles Co. County of Monterey HOME First Time Homebuyer Program 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust with Assignment of Rents as Additional Security 1. Buyer’s Occupancy and Resale Restriction Agreement with Option to Purchase 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust and Security Agreement 3. Buyer’s Occupancy and Resale Restriction Agreement with Option to Purchase 1. First-Time Homebuyer Promissory Note 2. First-Time Homebuyer Deed of Trust Unincorporated Areas Julie Conway 29 Bishop Street, #203 Pajaro, CA 95076 831-786-1350 831-786-1342 Inclusionary Housing Program Inclusionary Housing Program (Boronda Oaks) No CHAP allowed. No AHPP rate. Boronda Oaks No CHAP allowed. No AHPP rate. Must be service-released to CalHFA Boronda Oaks Subdivision BEGIN Program (Boronda Oaks) City of Morgan Hill Below Market Rate Program 1. Property Value Restrictions, Resale Agreement and Option to Purchase 2. Deed of Trust and Assignment of Rents 3. Request for Copy of Notice of Default Below Market Rate homes located throughout the City. Teresa Crue CalHFA MBS Program Eligible 17555 Peak Avenue Morgan Hill, CA 95037 408-776-7373 Ext. 449 408-782-2922 City of Morgan Hill Redevelopment Agency Viale Project 1. Promissory Note 2. Resale Restriction Agreement and Option to Purchase 3. Deed of Trust 1. 2. 3. 4. Promissory Note Deed of Trust and Assignment of Rents Loan Agreement Notice of Restrictions Viale, 10 homes. No AHPP rate. Joyce Maskell CalHFA MBS Program Eligible Citywide. No CHAP or HICAP. 17555 Peak Avenue Morgan Hill, CA 95037 408-776-7373 408-778-7869 Police Officer Housing Assistance Program First Time Homebuyer Program - Royal Court 1. Resale Restriction Agreement and Option to Purchase - Morgan Hill Royal Court 2. Deed of Trust and Security Agreement 3. Promissory Note Secured by Deed of Trust 1. Deed of Trust and Security Agreement Morgan Hill Redevelopment Agency (First Time Homebuyer Program-2006) 2. Loan Agreement Morgan Hill Redevelopment Agnency Down Payment Assistance Program (Madrone Plaza) 3. Promissory Note Secured by Deed of Trust (Morgan Hill Redevelopment Agency - Madrone Plaza Document) 4. Resale Restriction Agreement and Option to Purchase Morgran Hill Madrone Plaza 5. Acknowledgement 1. Deed of Trust and Security Agreement Morgan Hill Redevelopment Agency (Morgan Hill) 2. Promissory Note Secured by Deed of Trust (Morgan Hill Redevelopment Agency - Madrone Plaza Document 3. Resale Restriction Agreement and Option to Purchase Morgan Hill Madrone Plaza Royal Court Development CalHFA MBS Program Eligible Madrone Plaza Affordable Housing Project Margarita Balagso 408-776-7373 Ext. 444 Downpayment Assistance Program-Madrone Plaza Resale Restriction Program-Madrone Plaza Madrone Plaza Affordable Housing Project Margarita Balagso 408-776-7373 Ext. 444 Redevelopment Agency of the City of Murrieta Affordable Housing Program 1. Affordable Housing Agreement 2. Affordable Housing Covenants, Restrictions and Option to Purchase Citywide, HHCA only Nancy Driggers 26442 Beckman Court Murrieta, CA 92562 951-461-6008 951-698-9885 18 of 36 Last revised 1/07/08 MBS last updated 1/07/08 California Housing Finance Agency Affordable Housing Partnership Program (AHPP) JANUARY 2008 Approved Subordinate Localities and Programs LOCAL GOV. AGENCY PROGRAM NAME Deferred Second Mortgage Loan Program 1. 2. 3. 4. REQUIRED PROGRAM DOCUMENTS Murrieta Deferred Second Mortgage Loan Agreement First-time Homebuyer Deed of Trust Deferred Second Mortgage Loan Regulations Homebuyer Promissory Note Citywide COMMENTS CalHFA MBS Program Eligible CONTACT ADDRESS PHONE # FAX # Housing Authority of the City of Napa HOME Down Payment Assistance Program 1. Deed of Trust and Security Agreement 2. Promissory Note 3. Resale Restriction Agreement and Option to Purchase 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust and Security Agreement 3. Agreement To First Option to Purchase Citywide Andrea Clark 1115 Seminary Street Napa, CA 94559 707-257-9254 707-257-9239 HELP Program For the purchase of single family owner-occupied homes within the city limits of the City of Napa. National Bank of the Redwoods IDEA DAP Program 1. Promissory Note 2. Deed of Trust with Promissory Note Sonoma County Joe Dietzen 2227 Capricorn Way, Bldg. E, Ste. 10 Santa Rosa, CA 95407 707-522-5222 707-522-5211 National City CDC Downpayment Assistance Program 1. Note (including rider) 2. Deed of Trust (including rider) Citywide David Sheldon 140 E. 12th Street, Ste. B National City, CA 91950 619-336-4252 619-336-4286 Nehemiah Progressive Housing Grant Program Gift funds - no documents needed. Gift funds Don Harris 1851 Heritage Ln., Ste. 201 Sacramento, CA 95815 800-853-1937 916-923-2460 Neighborhood Housing Services of the Inland Empire (NHSIE) HomeStart Grant and Silent Second Program 1. 2. 3. 4. Gift and Silent Second Regulations Silent Second Loan Agreement Promissory Note HomeStart Silent Second Trust Deed and Assignment of Rents Statewide Patrick Heisinger 1390 North "D" Street San Bernardino, CA 92405 909-884-6891 909-884-6893 CalHome Program 1. First-Time Homebuyer Promissory Note 2. First-Time Homebuyer Deed of Trust 3. Request for Notice Riverside & San Bernardino Counties CalHFA MBS Program Eligible Neighborhood Housing Services of Orange County CalHome Program 1. First-Time Homebuyer Promissory Note (CalHome PN March 2004) 2. First-Time Homebuyer Deed of Trust (CalHome D of T March 2004) 1. Note (California-Second Mortgage-6/84-FNMA/FHLMC Uniform Instrument Form 3905) 2. Deed of Trust (California-Second Mortgage -1/80-FNMA/FHLMC Uniform Instrument Form 3805 MODIFIED –Amended 9/99) Los Angeles, San Bernardino & Orange Co. Lupe Hernandez 198 West Lincoln Avenue, 2nd Floor Anaheim, CA 92805 714-490-1250 714-490-1262 Housing Trust Loan Program Los Angeles, San Bernardino & Orange Co. CalHFA MBS Program Eligible Neighborhood Housing Services Silicon Valley The HomeVenture Fund 1. Note 2. Subordinate Deed of Trust 3. Neighborhood Housing Services Silicon Valley The HomeVenture Fund Mortgage Assistance Program Deferred Second Mortgage Loan Regulations 4. The HomeVenture Fund Neighborhood Housing Services Silicon Valley Mortgage Assistance Program Deferred Subordinate Mortgage Loan Agreement 1. HomeVenture Fund-PS Promissory Note 2. HomeVenture Fund-PS Subordinate Deed of Trust 3. The HomeVenture Fund Neighborhood Housing Services Silicon Valley Mortgage Assistance Program Performing Second Mortgage Loan Agreement 1. 2. 3. 4. Deferred Second Mortgage Loan Regulations Deferred Second Mortgage Loan Agreement First-Time Homebuyer Promissory Note First-Time Homebuyer Deed of Trust Sacramento, San Mateo, Alameda, Contra Costa, Monterey, San Benito, Santa Clara & Ventura Co. Armida Nanez 1156 North Fourth Street San Jose, CA 95112 408-279-2600 408-279-4100 CalHFA MBS Program Eligible The HomeVenture Fund-PS Santa Clara, Alameda, San Mateo Co. CalHome Mortgage Assistance Program Santa Clara, Alameda, Contra Costa, San Benito & Monterey Co. Neighborhood Partnership Housing Services, Inc. CalHome Mortgage Assistance Program 1. Promissory Note 2. Deed of Trust San Bernardino County Jed Davis 320 W. "G" Street, Suite #103 Ontario, CA 91761 909-988-5979 909-467-0120 NeighborUS HomeStart Grant and Silent Second Program 1. 2. 3. 4. Promissory Note Gift and Silent Second Loan Regulations Silent Second Loan Agreement Silent Second Trust Deed and Assignment of Rents Statewide Laura Cerda-Cruz 1390 North "D" Street San Bernardino, CA 92405 909-884-6891 909-884-6893 County of Nevada Down Payment Assistance Loan Program 1. Promissory Note 2. Deed of Trust Unincorporated areas Cyndi Woosley 10433 Willow Valley Road, Ste. C Nevada City, CA 95959 530-265-1388 530-265-7272 19 of 36 Last revised 1/07/08 MBS last updated 1/07/08 California Housing Finance Agency Affordable Housing Partnership Program (AHPP) JANUARY 2008 Approved Subordinate Localities and Programs LOCAL GOV. AGENCY New Economics for Women IDA Program PROGRAM NAME REQUIRED PROGRAM DOCUMENTS 1. Congratulatory Letter Grant COMMENTS CONTACT Adriana Guerrero ADDRESS 303 S. Loma Drive Los Angeles, CA 90017 PHONE # 213-891-6408 FAX # 213-483-7848 City of Newman Home-Buyer Assistance Program 1. 2. 3. 4. 5. 1. 2. 3. 4. Promissory Note Secured by Deed of Trust Short Form Deed of Trust Request for Notice Home Buyer Assistance Program Three Year Grant Agreement Home Buyer Assistance Program Loan Agreement Promissory Note Secured by Deed of Trust Short Form Deed of Trust Request for Notice Loan Agreement City limits Katherine D. Weimer 1162 Main Street Newman, CA 95360 209-862-3725 209-852-3199 Home Buyer Assistance w/o Grant Program City limits HOME First-Time Homebuyer Program 1. HOME First-Time Homebuyer Promissory Note 2. Deed of Trust with Assignment of Rents as Additional Security Corp. limits (existing homes) Comm. Housing Dev. Corp. of North Richmond CalHome Program 1. First-Time Homebuyer Promissory Note 2. First-Time Homebuyer Deed of Trust Any home in Contra Costa County Maria Benjamin CalHFA MBS Program Eligible 1535A Third Street Richmond, CA 94801 510-412-9290 ext. 21 City of Oakdale CalHome First-Time Homebuyer Program 1. HOME First-Time Homebuyer Promissory Note 2. First-Time Homebuyer Deed of Trust 1. First-Time Homebuyer Promissory Note 2. Deed of Trust with Assignment of Rents as Additional Security For new and existing homes within the corporate limits of the City of Oakdale. For existing homes within the corporate limits of the City of Oakdale. Steve Hallum 455 S. Fifth Avenue Oakdale, CA 95361 209-847-4245 209-847-8903 HOME First-Time Homebuyer Program City of Oakland Public Safety Officer/Teacher/Communication Dispatcher DPAP 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust 1. Promissory Note Secured by a Deed of Trust and Borrower’s Agreement to the Conditions of This Loan 2. Deed of Trust 1. City of Oakland CalHome Program First-Time Homebuyer Promissory Note 2. City of Oakland First Time Home Buyer CalHome Program Deed of Trust Citywide Christina Morales 250 Frank H. Ogawa Plaza, 5th Floor Oakland, CA 94612 510-238-6984 510-238-3691 First-Time Homebuyers Mortgage Assistance Program City limits, single family homes CalHFA MBS Program Eligible No CalHFA DAP’s allowed for use with this program. Citywide First Time Homebuyer CalHome Program Oakland Community Housing, Inc. Home Purchase Assistance Program 1. Promissory Note 2. Permanent Deed of Trust with Assignment of Rents, Security Agreement and Fixture Filing Alameda, Contra Costa, Marin, Napa, San Francisco, San Mateo, Santa Clara, Solano, Sonoma, Yolo, Sacramento, San Joaquin Co. Only available to Buyers of Homes developed by Oakland Community Housing, Inc. Amanda Kobler 2030 Franklin Street, 6th Floor Oakland, CA 94612 510-763-7676 ext. 313 510-763-7730 Oakland Rotary Endowment Grant Deed w/ Restrictions 1. Grant Deed w/exhibit “A” (legal description) and exhibit “B” No AHPP Rate. Grant Deed should be specific to borrower. Ken Lowney 1736 Franklin Street, Ste. 200 Oakland, CA 94612 510-836-5400 City of Oceanside CalHome First Time Homebuyer Program 1. Promissory Note (Second Deed of Trust) 2. Deed of Trust 3. Promissory Note to the Third Deed of Trust 4. Third Deed of Trust *See file for special instructions.* 1. HOME Promissory Note to the Deed of Trust 2. HOME Deed of Trust Corporate boundaries. Frank Grana 300 North Coast Highway Oceanside, CA 92054 760-435-3375 HOME First Time Homebuyer Program Corporate boundaries Operation HOPE Matching Grant Program 1. Matching Grant Program Agreement Form 2. Homeownership Counseling Case Management Program Agreement Form 1. Challenge Grant Approval Letters (2007 WFHM Focus Community Grant, 2007 Operation Hope Focus Community Grant) 2. Operation Hope Gift Letter Grant Rosa Amaya CalHFA MBS Program Eligible Grant CalHFA MBS Program Eligible Eric Clay 3721 South La Brea Los Angeles, CA 90016 323-290-2405 323-290-2415 City of Compton Focus Comm. Grant Program County of Orange CalHome Program 1. First-Time Homebuyer Promissory Note 2. First-Time Homebuyer Deed of Trust Unincorporated areas of Orange Co. & City of Aliso Viejo Brenda Rodriguez 1770 North Broadway Santa Ana, CA 92706 714-480-2993 714-480-2999 20 of 36 Last revised 1/07/08 MBS last updated 1/07/08 California Housing Finance Agency Affordable Housing Partnership Program (AHPP) JANUARY 2008 Approved Subordinate Localities and Programs LOCAL GOV. AGENCY Orange Redevelopment Agency PROGRAM NAME Affordable For-Sale Housing Program-Manchester Walk 1. 2. 3. 4. REQUIRED PROGRAM DOCUMENTS Subordinated Deed of Trust and Security Agreement (Affordable For-Sale Housing Program) Promissory Note Secured by Deed of Trust Form of Addendum to Grant Deed from Developer to Purchaser Affordable Housing Resale Restrictions Option to Designate Eligible Purchaser with Alternative Option to Purchase and Option to Purchase Upon Default 5. Affordable For-Sale Housing Program Disclosure Notice COMMENTS This program is only approved for use with CalHFA's 1st mortgage. No CalHFA DAPs allowed. CONTACT Mary Ellen Laster ADDRESS 230 East Chapman Avenue Orange, CA 92866 PHONE # 714-744-7211 FAX # 714-288-2598 City of Orland First Time Homebuyers Assistance Program 1. Note Secured By Deed of Trust 2. Deed of Trust City limits Traci Torres 815 Fourth Street Orland, CA 95963 530-934-6510 530-934-6650 City of Oroville Low Income Housing Program 1. Loan Repayment Agreement 2. Low Income Housing Loan 3. Deed of Trust 1. 2. 3. 4. Loan Agreement Promissory Note Deed of Trust Regulatory Agreement Citywide Amy Gibson 1735 Montgomery Street Oroville, CA 95965 530-538-2584 530-538-2414 First Time Homebuyers Program HHCA ONLY, City limits CalHFA MBS Program Eligible Oroville Redevelopment Agency First Time Home Buyers Program 1. 2. 3. 4. 5. Loan Agreement Promissory Note Deed of Trust Regulatory Agreement – Existing Homes Regulatory Agreement - New Homes City limits Amy Gibson 1735 Montgomery Street Oroville, CA 95965 530-538-2584 530-538-2414 City of Oxnard Resale Housing Conditional Matching Grant Program 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust With Assignment of Rents 1. 2. 3. 4. Grant Deed with Resale Restrictions AHP Restrictions Resale Restriction Agreement – Low Income – Secured by Deed of Trust Promissory Note (Purchase Price Assistance) – Secured by Deed of Trust Deed of Trust with Assignment of Rents Redevelopment Areas & Citywide Ernie Whitaker 435 South D St. Oxnard, CA 93030 805-385-7400 805-385-7416 Stroube Street Project Stroube Street Homes Sorrento Subdivision Restriction 1. Resale Restriction Agreement (Low Income Family) 2. Assumption Agreement This program can only be utilized by Sorrento Subdivision. Resale Restriction Only - No AHPP Rate City of Oxnard Community Development Commission Meadowcrest Project 1. 2. 3. 4. Promissory Note (Purchase Price Assistance) Secured by Deed of Trust Deed of Trust with Assignment of Rents Resale Restriction Agreement Grant Deed with Resale Restrictions Refinance Restrictions Meadowcrest Villas Maureen Hooper 305 West Third Street Oxnard, CA 93030 805-385-7407 805-385-7408 Riverpark Project - Destination and Daybreak 1. Deed of Trust with Assignment of Rents (This Deed of Trust contains an acceleration clause) (Secures Resale Restriction Agreement and Promissory Note) 2. Grant Deed with Resale Restrictions Refinance Restrictions 3. Promissory Note (Purchase Price Assistance) Secured by Deed of Trust 4. Resale Restriction Agreement Income Secured by Deed of Trust (Restricts Refinancing) Very Low Income Documents: 1. Deed of Trust with Assignment of Rents (Used with BOTH Very Low and Mod. Income) 2. Purchaser Grant Deed for Very Low Income Household Owner Occupant 3. Exhibit B to Purchaser Grant Deed Very Low Income Very Low Income Household Addendum to Grant Deed Affordable Housing Deed Restrictions 4. Promissory Note (Purchase Price Assistance) Secured by Deed of Trust-Very Low Income 5. Exhibit A to Purchaser Grant Deed Very Low Income Moderate Income Documents: 1. Purchaser Grant Deed for Moderate Income Household Owner Occupant 2. Exhibit B to Purchaser Grant Deed Moderate Income Moderate Income Household Addendum to Grant Deed Affordable Housing Deed Restrictions 3. Promissory Note (Purchase Price Assistance) Secured by Deed of Trust-Moderate Income 4. Exhibit A to Purchase Grant Deed Moderate Income CalHFA MBS Program Eligible Heritage Walk Project-Mod. & Very Low Income Program For homes located in Heritage Walk at the northwest corner of Seventh and A Streets. CalHFA subordinate loans are not eligible for use with program. CalHFA MBS Program Eligible CalHFA MBS Program Eligible Pacific Capital Bank, N.A. FHLB-AHP Program (Stroube Street Homes) 1. Promissory Note Secured by Deed of Trust 2. AHP Deed of Trust with Assignment of Rents, Security Agreement and Fixture Filing Stroube Street Homes Angelica Murillo 1 S. Los Carneros Goleta, CA 93117 805-884-6622 805-884-7326 Pacific West Association of Realtors Opening Doors Grant Program 1. Home Buyer Voucher 2. Monetary Grant Reimbursement Agreement 3. “Opening Doors” PWR First Time Buyer Down Payment Assistance Program Qualifications & Application This program may be used with CalHFA financing for properties located within PWR's jurisdiction described as 32 cities located within Orange and Los Angeles. Jodi Werner 702 W. Town & Country Road Orange, CA 92868 714-245-5530 714-245-5599 21 of 36 Last revised 1/07/08 MBS last updated 1/07/08 California Housing Finance Agency Affordable Housing Partnership Program (AHPP) JANUARY 2008 Approved Subordinate Localities and Programs LOCAL GOV. AGENCY Palm Desert Redevelopment Agency PROGRAM NAME Affordable Housing Program REQUIRED PROGRAM DOCUMENTS 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust 3. Affordable Housing Restriction and Lien Agreement COMMENTS Falcon Crest Lots 1 through 94, incl., of Tract No. 30795 CONTACT Janet M. Moore ADDRESS 73510 Fred Waring Drive Palm Desert, CA 92260 PHONE # 760-346-0611 ext. 327 FAX # 760-341-6372 No CalHFA DAPs allowed for use with this program. CalHFA MBS Program Eligible City of Palm Desert BEGIN Program 1. First-Time Homebuyer Promissory Note 2. First-Time Homebuyer Deed of Trust This program may be used with Falcon Crest. Lots 1 through 94, inclusive, of Tract No. 30795. Janet M. Moore 73510 Fred Waring Drive Palm Desert, CA 92260 760-346-0611 ext. 327 760-341-6372 CalHFA MBS Program Eligible Paradise Redevelopment Agency First-Time Homebuyer Program 1. 2. 3. 4. 5. Promissory Note Secured by Deed of Trust Deed of Trust Resale Restriction Agreement Request for Notice of Default and/or Notice of Sale Loan Disclosure Statement CalHFA Subordinate loans are NOT eligible for use with this program. Existing homes within corporate limits Lauren Gill 5555 Skyway Paradise, CA 95969 530-872-5915 530-877-5059 Town of Paradise Downpayment Assistance Program 1. Note Secured by Deed of Trust 2. Addendum to the Deed of Trust 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust with Assignment of Rents as Additional Security Townwide Lauren Gil 5555 Skyway Paradise, CA 95969 530-872-5915 530-877-5059 HOME First Time Home Buyer Program Existing homes within corporation limits City of Pasadena Homeownership Opportunities Program 1. 2. 3. 4. Affordable Housing Loan Agreement Promissory Notes (3 Types) Deed of Trust with Assignment of Rents Notice of Restrictions and Right of First Refusal to Purchase Property HHCA only, citywide James Wong 100 N. Garfield Ave., Rm. 101 Pasadena, CA 91109 626-744-8316 626-744-8330 City of Paso Robles CalHome Loan Program 1. Promissory Note Secured by Deed of Trust 2. First-Time Homebuyer Deed of Trust 3. Loan Agreement Citywide Ed Gallagher 1000 Spring Street Paso Robles, CA 93444 805-237-3970 805-237-6565 City of Patterson First Time Homebuyer Program 1. Promissory Note Secured by Deed of Trust (First Time Homebuyer Program) 2. Deed of Trust with Assignment of Rents as Additional Security 3. City of Patterson First Time Home Buyer Program Guidelines (Not required in borrower file) Citywide. No CalHFA DAPs allowed. Teresa Salas 1 Plaza Patterson, CA 95363 209-895-8026 209-895-8019 PC Stockton Investment, L.P. River Rock Condominiums 1. First Amended and Restated Declaration of Covenants, Conditions and Restrictions of River Rock Condominiums, A Condominium Development 2. Addendum A 3. Addendum B - Occupancy Period and Use as a Principal Residence 4. Addendum C - Conditional Subdivision Public Report 5. California Residential Purchase Agreement and Joint Escrow Instructions River Rock Condos only Steve Abraham 4695 MacArthur Court, 11th Floor Newport Beach, CA 92660 949-673-5700 949-673-2701 City of Petaluma First Time Homebuyer Program 1. 2. 3. 4. Promissory Note Secured By Deed of Trust Deed of Trust Rider Option Agreement Owner-Occupancy Restrictions with Right of Re-Entry For Violation HHCA only. Subdivisions: Cherry Hill, Corona Crescent, Hillview Oaks, Madison Manor, Magnolia Hills, Wisteria Homes. Bonne Gaebler 11 English Street P.O. Box 61 Petaluma, CA 94952 707-526-9782 707-526-9811 CalHFA MBS Program Eligible County of Placer HOME Program 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust (Single Family Owner-Occupied Residence) 3. Home Buyer Assistance Program Loan 1. Promissory Note 2. Deed of Trust 3. Option to Purchase and Right of First Refusal Agreement 1. Amended and Restated Notice of Affordable Housing Condition 2. Buyer's Occupancy and Resale Restriction Agreement with Option to Purchase Unincorporated areas Cathy Donovan 3091 County Center Drive, Ste. 260 Auburn, CA 95603 530-745-3170 530-745-3152 HOME First Time Homebuyer Program Unincorporated areas Resale Restriction Program Atwood Ranch III-Tract #927, M.O.R. Book "AA" of Maps at Page, 81, Placer County, California City of Pleasanton Down Payment Assistance Program 1. 2. 3. 4. Promissory Note Ten-Year Deferred Promissory Note Ten-Year Amortization Short Form Deed of Trust and Assignment of Rents Restrictive Covenants, Resale Restrictions and Option to Designate Eligible Purchasers City limits Scott Erickson 123 Main Street Pleasanton, CA 94566 925-931-5007 925-931-5476 Use with Carlton Oaks OR Canyon Oaks Subdivision May also use just CC&Rs (w/ $0 amount.) Use with Carlton Oaks OR Canyon Oaks Subdivision Homeownership Assistance Program 1. Promissory Note Secured by Second Deed of Trust 2. Deed of Trust 3. Restrictive Covenants, Resale Restrictions and Option to Designate Eligible Purchasers 22 of 36 Last revised 1/07/08 MBS last updated 1/07/08 California Housing Finance Agency Affordable Housing Partnership Program (AHPP) JANUARY 2008 Approved Subordinate Localities and Programs LOCAL GOV. AGENCY City of Plymouth PROGRAM NAME First Time Homebuyer Program REQUIRED PROGRAM DOCUMENTS 1. City of Plymouth First Time Homebuyer Program Promissory Note (Secured by Deed of Trust) 2. City of Plymouth First Time Homebuyer Program Subordinate Deed of Trust and Assignment of Rents 3. City of Plymouth HOME Program Guidelines (not required in borrower file) City limits. COMMENTS CONTACT Gloria Stoddard ADDRESS 9426 Main Street Plymouth, CA 95669 PHONE # 209-245-6941 FAX # 209-245-6953 Redevelopment Agency of the City of Pomona Palomares Walk Development 1. 2. 3. 4. 1. 2. 3. 4. Attachment No. 8 - Affordable Housing Loan Agreement Promissory Note Deed of Trust Rider with Assignment of Rents (Short Form) Rider to Deed of Trust - Palomares Walk Project Promissory Note Second Deed of Trust w/ Assignment of Rents Loan Agreement Declaration of Covenants, Conditions and Restrictions Palomares Walk Project Anthony Perez 505 So. Garney Ave., Box 660 Pomona, CA 91769 909-620-2472 909-620-4567 Neighborhoods in Progress FTHB-MAP City limits City of Porterville HOME/Begin Program 1. Promissory Note Secured by Deed of Trust (including Note Rider) 2. Deed of Trust (including Deed of Trust Rider) 1. Note 2. Deed of Trust 3. Owners Participation Agreement 1. Deferred Payment Loan Agreement 2. Promissory Note Secured by Deed of Trust 3. Short Form Deed of Trust Citywide Fabian Uresti 291 N. Main Street Porterville, CA 93257 559-782-2740 559-781-6437 CDBG-HOME First Time Low Income Home Buyer Program City limits CALHOME First Time Low Income Home Buyer Program City limits City of Port Hueneme Home Buyer Assistance Program 1. Promissory Note 2. Deed of Trust 3. First Mortgage Protection Rider 1. Participant Letter of Agreement Citywide Pamela Strautman OR 250 North Ventura Road Jennifer Arriola 805-986-6552 Port Hueneme, CA 93041 805-986-6519 805-986-6511 805-986-6675 IDA Program Matching grant Porterville Redevelopment Agency Casas Buena Vista Low Inc. Homebuyer Program 1. 2. 3. 4. Loan Agreement (10 Year Loan) Promissory Note Secured by Deed of Trust Deed of Trust w/Rider Declaration of Conditions, Covenants and Restrictions Casas Buena Vista Subdivision Bradley D. Dunlap 291 N. Main Street Porterville, CA 93257 559-782-7460 559-781-6437 Rabobank, N.A. AHP/IDEA Program 1. AHP Note Secured by Deed of Trust 2. Subordinated AHP Deed of Trust (including Addendum) Imperial County only Joyce Keane 1100 Melody Lane, Suite 102 Roseville, CA 95678 916-677-1872 916-677-1876 City of Redding DAP Plus 1. Promissory Note 2. Deed of Trust 1. Promissory Note 2. Deed of Trust Target Neighborhoods Jodi White 777 Cypress Ave. Redding, CA 96001-2817 530-225-4048 530-225-4126 Downpayment Assistance Program (DAP) City limits Redding Redevelopment Agency DAP Plus 1. Promissory Note 2. Deed of Trust 1. Promissory Note 2. Deed of Trust Target Neighborhoods Jodi White 777 Cypress Ave. Redding, CA 96001-2817 530-225-4048 530-225-4126 Downpayment Assistance Program (DAP) Target Neighborhoods Richmond Neighborhood Housing Services Mortgage Assistance Program 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust with Assignment of Rents 3. Agreement Restricting Resale, Transfer, Assignment or Conveyance of Property 1. Deed of Trust 2. Promissory Note Central Richmond, North and South Angela Simmons 2320 Cutting Boulevard Richmond, CA 94804 510-237-6459 ext. 14 510-237-6482 CalHome Program Richmond Village Homes Richmond Community Redevelopment Agency First-Time Home Buyer Program 1. Promissory Note 2. Deed of Trust and Security Agreement 3. Resale Restriction Agreement and Option to Purchase 1. Easter Hill - Cortez (Hope VI) Homeownership Project Resale Restriction Agreement (Richmond Community Redevelopment Agency) Housing Authority of the City of Richmond) 2. Promissory Note Easter Hill - Cortez (Hope VI) Homeownership Project Richmond Community Redevelopment Agency 3. Deed of Trust and Security Assignment Easter Hill - Cortez (Hope VI) Homebuyer Program Richmond Community Redevelopment Agency Citywide. HHCA only. Maria Benjamin 1401 Marina Way Richmond, CA 94804 510-307-8190 510-812-8195 Easter Hill - Cortez Homebuyer Program 23 of 36 Last revised 1/07/08 MBS last updated 1/07/08 California Housing Finance Agency Affordable Housing Partnership Program (AHPP) JANUARY 2008 Approved Subordinate Localities and Programs LOCAL GOV. AGENCY City of Ripon and/or Redevelopment Agency of the City of Ripon PROGRAM NAME Below Market Rate W/GAP Plus Program REQUIRED PROGRAM DOCUMENTS 1. Promissory Note (note.DOC 8/04) 2. Deed of Trust and Security Agreement (deed_withgap.DOC 7/04) 3. Buyer’s Resale Agreement (resale_withgap.DOC 6/05) 1. Promissory Note Secured by Subordinate Deed of Trust (promise.DOC) 2. Subordinate Deed of Trust (Gapdeed.doc) 3. Agreement Between Employee and The City of Ripon (GapGENAgree.doc) 1. 2. 3. 4. 5. Promissory Note Deed of Trust and Security Agreement Buyer's Resale Agreement Disclosure Statement Addendum to Purchase and Sale Agreement COMMENTS City limits. To be used ONLY w/ GAP Plus Employee Loan Program CONTACT Sheryl D. Prater ADDRESS 259 N. Wilma Avenue Ripon, CA 95366 PHONE # 209-599-2108 FAX # 209-599-2685 GAP Plus Employee Loan Program City limits Below Market Rate Program CalHFA Subordinate loans NOT eligible for use with this program. City limits City of Riverbank Homebuyer Assistance Program 1. Promissory Note Secured by Deed of Trust Deferred payment Loan- Owner Occupant 2. This Document is Recorded Solely for the Purpose of the City of Riverbank Without Fee Pursuant to Section 6103 of the Governmental Code. Short Form Deed of Trust 3. Homebuyers Assistance Loan Agreement 4. This Document is Recorded Solely for the Purpose of the City of Riverbank Without Fee Pursuant to Section 6103 of the Governmental Code. Request for Notice 5. First-Time Homebuyer Truth-In-Lending Disclosure Statement Citiwide Rosa Casas 6707 Third Street Riverbank, CA 95367 209-863-7126 209-869-7126 River City Bank WISH Program 1. AHP Promissory Note (including Resale and Refinancing Restrictions Rider) 2. Deed of Trust Co. of Sacramento Kathe Nathan 2485 Natomas Park Drive Sacramento, CA 95833 916-567-2681 916-921-6323 Redevelopment Agency of the City of Riverside Affordable Housing Program 1. Mary Erickson Promissory Note 2. Mary Erickson Housing / Riverside Homes, LLC Occupancy and Affordability Covenants and Restrictions 3. Deed of Trust Only 1744 12th Street (APN - 221- 161- 002 - 5), 1774 12th Street (APN - 221-161- 025), 1784 12th Street (APN - 221- 161- 005), and 1794 12th Street (APN - 221 - 161 - 026). Michelle Davis 3900 Main Street, 5th Floor Riverside, CA 95201 951-826-5743 951-826-2233 County of Riverside First Time Home Buyer Assistance Program 1. Promissory Note 2. Subordinate Deed of Trust 3. Disclosure Statement Unincorp. areas of Riverside Co, participating cities. Tiki White CalHFA MBS Program Eligible 1325 Spruce Street, Ste. 400 Riverside, CA 92507 951-955-3281 951-955-3426 City of Roseville HOME First-Time Homebuyer Program 1. Down Payment Assistance Program Shared Appreciation Note 2. Deed of Trust and Assignment of Rents 3. Addendum to Deed of Trust 1. City of Roseville Down Payment Assistance Program Addendum to Deed of Trust 2. City of Roseville BEGIN Program First-Time Homebuyer Deed of Trust 3. City of Roseville BEGIN-Promissory Note Secured by Deed of Trust 1. 2. 3. 4. 1. 2. 3. 4. 1. 2. 3. 4. 1. 2. 3. 4. 5. 1. 2. 3. 4. 5. 1. 2. 3. 4. Promissory Note Secured by Deed of Trust Deed of Trust and Assignment of Rents Deed of Trust Addendum Affordable Purchase Housing Development Agreement – Project Name: Legacy Promissory Note Secured by Deed of Trust Deed of Trust and Assignment of Rents Deed of Trust Addendum Affordable Purchase Housing Development Agreement – Project Name: Vintage Oaks Promissory Note Secured by Deed of Trust Deed of Trust and Assignment of Rents Deed of Trust Addendum Affordable Purchase Housing Development Agreement – Project Name: Longmeadow Shared Appreciation Note (8/30/05) Promissory Note Secured by Deed of Trust Deed of Trust and Assignment of Rents Deed of Trust Addendum Affordable Purchase Housing Development Agreement – Project Name: The Phoenician Shared Appreciation Note (8/30/05) Promissory Note Secured by Deed of Trust Deed of Trust and Assignment of Rents Deed of Trust Addendum Affordable Purchase Housing Development Agreement – Project Name: The Villas Promissory Note Secured by Deed of Trust Deed of Trust and Assignment of Rents Deed of Trust Addendum Affordable Purchase Housing Development Agreement – Project Name: Vista Oaks City limits Jan Shonkwiler 311 Vernon Street Roseville, CA 95678 916-774-5273 916-774-5286 BEGIN Program - Diamond Creek (Monet) ONLY for use with the City of Rosevile's Affordable Purchase Housing Program Diamond Creek (Monet) development CalHFA MBS Program Eligible HHCA only. Legacy Affordable Purchase Housing Program CalHFA MBS Program Eligible HHCA only. Vintage Oaks CalHFA MBS Program Eligible HHCA only. Longmeadow CalHFA MBS Program Eligible HHCA only. The Phoenician HHCA only. The Villas HHCA only. Vista Oaks CalHFA MBS Program Eligible 24 of 36 Last revised 1/07/08 MBS last updated 1/07/08 California Housing Finance Agency Affordable Housing Partnership Program (AHPP) JANUARY 2008 Approved Subordinate Localities and Programs LOCAL GOV. AGENCY PROGRAM NAME 1. 2. 3. 4. 1. 2. 3. 4. REQUIRED PROGRAM DOCUMENTS Promissory Note Secured by Deed of Trust Deed of Trust and Assignment of Rents Addendum to Deed of Trust Affordable Purchase Housing Development Agreement – Project Name: Highland Park Shared Appreciation Note Deed of Trust and Assignment of Rents Addendum to Deed of Trust Affordable Purchase Housing Development Agreement – Project Name: Haverhill at Highland Reserve COMMENTS HHCA only. Strada (Highland Park) CONTACT ADDRESS PHONE # FAX # CalHFA MBS Program Eligible HHCA only. Galleria (Haverhill at Highland Reserve) 1. 2. 3. 4. 1. 2. 3. 4. Shared Appreciation Note HHCA only. Diamond Creek (Monet) Deed of Trust and Assignment of Rents CalHFA MBS Program Eligible City of Roseville Down Payment Assistance Program Addendum to Deed of Trust Affordable Purchase Housing Development Agreement – Project Name: Diamond Creek, Parcel 7 Shared Appreciation Note HHCA only. Fiddyment (Woodlake Village) Deed of Trust and Assignment of Rents CalHFA MBS Program Eligible Addendum to Deed of Trust Affordable Purchase Housing Development Agreement – Project Name: Fiddyment 44 Subdivision (Woodlake Village) Shared Appreciation Note HHCA only. Paseo Del Norte (Woodcreek West) Deed of Trust and Assignment of Rents CalHFA MBS Program Eligible Addendum to Deed of Trust Affordable Purchase Housing Development Agreement – Project Name: Paseo Del Norte (Woodcreek West, Parcel 41) Promissory Note Secured by Deed of Trust Deed of Trust and Assignment of Rents Addendum to Deed of Trust Affordable Purchase Housing Development Agreement – Project Name: Rosepark (NWRSP Parcel 77) - Altessa Shared Appreciation Note Deed of Trust and Assignment of Rents Addendum to Deed of Trust Affordable Purchase Housing Development Agreement – Project Name: Trillium at Galleria (Venu at Galleria) City of Roseville Down Payment Assistance Program Addendum to Deed of Trust Deed of Trust and Assignment of Rents Promissory Note Secured by Deed of Trust Affordable Purchase Housing Development Agreement - Project Name: (NCRSP Parcel 18C) HHCA only. Rosepark (Altessa) 1. 2. 3. 4. 1. 2. 3. 4. CalHFA MBS Program Eligible 1. 2. 3. 4. HHCA only. Trillium at Galleria (Venu at Galleria) CalHFA MBS Program Eligible 1. 2. 3. 4. HHCA only. Villemont (NCRSP Parcel 18C) CalHFA MBS Program Eligible Denise Leon-Guerrero 916-774-5446 Redevelopment Agency of the City of Roseville First Time Homebuyer Program 1. Deed of Trust and Assignment of Rents 2. Redevelopment Agency of the City of Roseville Down Payment Assistance Program Addendum to Deed of Trust 3. Redevelopment Agency of the City of Roseville Down Payment Assistance Shared Appreciation Note Citywide Denise Leon-Guerrero 311 Vernon Street Roseville, CA 95678 916-774-5446 916-774-5286 Rural California Housing Corporation Phoenix Park Project 1. Note 2. Short Form Deed of Trust with Assignment of Rents 3. Rider to Deed of Trust 4056 & 4072 Weymouth, 4129 & 4181 Brookfield April Rosenstiel 3120 Freeboard Drive, Suite 202 West Sacramento, Ca 95691 916-414-4453 916-414-4492 Sacramento Housing & Redevelopment Agency New First-Time Homebuyer Program 1. 2. 3. 4. 5. 6. City First-Time Homebuyer Promissory Note City First-Time Homebuyer Deed of Trust and Assignment of Rents City First-Time Homebuyer Loan Agreement County First-Time Homebuyer Promissory Note County First-Time Homebuyer Deed of Trust and Assignment of Rents County First-Time Homebuyer Loan Agreement City & County Carla Christian CalHFA MBS Program Eligible 1013 7th Street, Suite 200 Sacramento, CA 95814 916-264-1524 916-443-7752 Homebuyers Assistance Program Mather Homebuyer Program 1. SHRA Escrow Instructions 1. 2. 3. 4. Promissory Note Deed of Trust and Assignment of Rents Owner Participation Agreement Regulatory Agreement for Homeownership Property Grant Mather/McClellan merged project area City of Sacramento CalHome Program 1. First-Time Homebuyer Promissory Note (including Maturity Date Ride Addendum) 2. First-Time Homebuyer Deed of Trust 25 of 36 Last revised 1/07/08 MBS last updated 1/07/08 California Housing Finance Agency Affordable Housing Partnership Program (AHPP) JANUARY 2008 Approved Subordinate Localities and Programs LOCAL GOV. AGENCY PROGRAM NAME County of Sacramento CalHome Program REQUIRED PROGRAM DOCUMENTS 1. First-Time Homebuyer Promissory Note (including Maturity Date Ride Addendum) 2. First-Time Homebuyer Deed of Trust 1. Promissory Note 2. Deed of Trust and Assignment of Rents Containing Covenants, Conditions and Restrictions Running with the Land 3. Loan Agreement 1. City Mortgage Assistance Promissory Note 2. Deed of Trust and Assignment of Rents Containing Covenants, Conditions and Restrictions Running with the Land 3. Loan Agreement 1. County Mortgage Assistance Promissory Note 2. Deed of Trust and Assignment of Rents Containing Covenants, Conditions and Restrictions Running with the Land 3. Loan Agreement 1. Promissory Note 2. Deed of Trust and Assignment of Rents Containing Covenants, Conditions and Restrictions Running with the Land 3. Loan Agreement 1. Promissory Note 2. Deed of Trust and Assignment of Rents Containing Covenants, Conditions and Restrictions Running with the Land 3. Loan Agreement 1. Loan Agreement 2. Promissory Note 3. Deed of Trust and Assignment of Rents Containing Covenants, Conditions and Restrictions Running with the Land 1. Loan Agreement 2. Promissory Note 3. Deed of Trust and Assignment of Rents Containing Covenants, Conditions and Restrictions Running with the Land 1. Owner Participation Agreement 2. Promissory Note 3. Deed of Trust and Assignment of Rents 1. Ordinance No. 2004-60 2. Regulatory Agreement for Homeownership Property Including Covenants, Conditions and Restrictions Running with the Land and Imposing Restrictions on Resale and Lien Against Property after Sale for Amount of Recapture Due 1. Promissory Note 2. Deed of Trust COMMENTS Census Tracts & Redevelopment Areas CONTACT ADDRESS PHONE # FAX # City of Citrus Heights-Co. HOME Program Citrus Heights City of Sacramento - MAP City CalHFA MBS Program Eligible County of Sacramento - MAP County CalHFA MBS Program Eligible City American Dream Downpayment Initiative Program Citywide CalHFA MBS Program Eligible Co. American Dream Downpayment Initiative Program County & participating cities CalHFA MBS Program Eligible HA of the County of Sacramento 5(H) Scattered sites HA of the City of Sacramento 5(H) Scattered sites CalHFA MBS Program Eligible Target Area Homebuyer Program Target Areas City of Sacramento - Inclusionary Housing Program Homes subject to City of Sacramento's Mixed Income Housing Ordinance CalHFA MBS Program Eligible City. No CHAP or HICAP City of Sacramento - BEGIN Program Sacramento Section 32 Homeownership Program 1. Sacramento Section 32 Homeownership Program Promissory Note City and County of Sacramento 2. Sacramento Section 32 Homeownership Program Promissory Note Deed of Trust and Assignment oCalHFA MBS Program Eligible Rents Containing Covenants, Conditions and Restrictions Running with the Land (Non-Recourse) 3. Sacramento Section 32 Homeownership Program Loan Agreement 1. Individual Regularity Agreement for Homeownership Property Including Covenants, Conditions and Restrictions Running with the Land This program is only approved for the following: 4604 36th Street, Sacramento CA 95820 3621 17th Avenue, Sacramento CA 95820 4213 38th Street, Sacramento CA 95820 RA of the City of Sacramento-5(H) TI Program County of Sacramento Affordable Housing Program 1. Regulatory Agreement For Homeownership Property (County of Sacramento Affordable Housing County of Sacramento Affordable Housing Ordinance Ordinance) Including Covenants, Conditions and Restrictions Running with the Land and Imposing Restriction on Resale and Lien Against Property after Sale for Amount of Recapture and Agency Equity Share Due Sacramento Neighborhood Housing Services CalHome Program 1. First-Time Homebuyer Promissory Note 2. First-Time Homebuyer Deed of Trust 1. Promissory Note Secured by a Deed of Trust on Real Property 2. Deed of Trust Sacramento Co. Michael Himes P.O. Box 5420 3447 5th Avenue Sacramento, CA 95817 916-452-5356 ext. 23 916-431-3209 Down Payment Assistance Program Sacramento Co. CalHFA MBS Program Eligible City of Salinas Community Development Dept. Deferred Down Payment Assistance Program 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust Short Form 1. Inclusionary Housing Resale Deed Restriction Agreement Citywide Joel Alvarez 200 Lincoln Ave. Salinas, CA 93901 831-758-7387 831-771-0458 Inclusionary Housing Program No AHPP rate. Citywide. 26 of 36 Last revised 1/07/08 MBS last updated 1/07/08 California Housing Finance Agency Affordable Housing Partnership Program (AHPP) JANUARY 2008 Approved Subordinate Localities and Programs LOCAL GOV. AGENCY Salinas Redevelopment Agency PROGRAM NAME Mortgage Assistance Program REQUIRED PROGRAM DOCUMENTS 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust with Assignment of Rents (Short Form) 1. Promissory Note Secured by Deed of Trust (303\28\150751.3) 2. Deed of Trust and Security Agreement (303\28\150752.3) 3. Resale Restriction Agreement and Option to Purchase (303\28\150750.6) COMMENTS Equity Docs. For Falcon Ridge, Mesquite Manor CONTACT Alan Sumpf ADDRESS 159 Main Street Salinas, CA 93901 PHONE # 831-758-7387 FAX # 831-771-0458 Mortgage Assistance combo loan docs For Falcon Ridge, Mesquite Manor Redevelopment Agency of the City of San Bernardino Homebuyer Assistance Program 1. 2. 3. 4. Promissory Note Payable to a Public Agency Subordinate Deed of Trust and Assignment of Rents Affordability Covenants and Restrictions Qualified Homebuyer Mortgage Loan Assistance Agreement Citywide Lisa Conner CalHFA MBS Program Eligible 201 North "E" Street, Suite 301 San Bernardino, CA 92401 909-663-1044 909-888-9413 County of San Bernardino HAP/ADDI Program 1. Promissory Note [amounts less than $15,000] 2. Promissory Note [amounts equal to or greater than $15,000] 3. Subordinate Deed of Trust County wide Jan Dustin CalHFA MBS Program Eligible 290 North D Street, 6th Floor San Bernardino, CA 92415-0040 909-388-0800 909-388-0844 City of San Buenaventura Home Buyer Assistance Program 1. 2. 3. 4. Acquisition-Subpart K Federal Assistance for HBAP Program Citywide Amendment to Participation Agreement Home Buyer Assistance Program City of San Buenaventur AKA: City of Ventura Consent to Release Information Home Buyer Assistance Program City of San Buenaventura IOP and CalHFA Subordinate Loans are not allowed Declaration of Covenants, Conditions, and Restrictions Home Buyer Assistance Progam City for use with this program. of San Buenaventura 5. State of California Fiar Lending Notice (Health & Safety Code Section 35805 et. Seq.) Home Buyer Assistance Program City of San Buenaventura 6. Federal Lead Based Paint Requirement 7. First Mortgage Protection Rider 8. Lead Based Paint Notification 9. Lead Hazards Review Worksheet 10. Lead-Based Paint Disclosure for Housing 11. Constructed Prior to 1978 Home Buyer Assistance Program City of San Buenaventura 12. Loan Repayment Agreement Home Buyer 13. Mortgagor's Affidavit Home Buyer Assistance Program City of San Buenaventura 14. Notice of Additional Advance Home Buyer Assistance Program City of San Buenaventura 15. Participating Lender Agreement Home Buyer Assistance Program City of San Buenaventura 16. Participation Agreement Home Buyer Assistance Program City of San Buenaventura 17. Request for Full Reconveyance To be used only when Loan Repayment Agreement has been satisfied Home Buyer Assistance Program City of San Buenaventura 18. Request for Notice of Delinquencies [California Civil Code Section 2924e] Home Buyer Assistance Program City of San Buenaventura 19. Seller's Affidavit Home Buyer Assistance Program City of San Buenaventura 20. Substitution of Trustee and Deed of Reconveyance Home Buyer Assistance Program City of San Buenaventura 21. Truth in Lending Disclosure Statement Home Buyer Assistance Program City of San Buenaventura 22. Model of Visual Assessment Form Visual Assessment Form Joey Briglio 501 Poli Street, Rm. 117 Ventura, CA 93002 805-677-3915 805-653-0763 City of San Diego Redevelopment Agency Casitas De Las Florecitas Project 1. Owner Participation Agreement by & between Redevelopment Agency of the City of San Diego and Casa Familiar, Inc. 1. Note 2. Deed of Trust Specific lots on Sellsway St. in San Ysidro No AHPP rate. City Heights Redevelopment Project Robert Chavez 600 B Street, Fourth Floor, MS904 San Diego, CA 92101-4506 619-533-5368 619-533-5250 Home in the Heights CalHFA MBS Program Eligible County of San Diego Downpayment & Closing Cost Assistance Program 1. Promissory Note 2. Deed of Trust 1. First-Time Homebuyer Promissory Note 2. First-Time Homebuyer Deed of Trust San Diego Co. Stephen Rand 3989 Ruffin Rd. San Diego, CA 92123-1890 858-694-4801 858-694-4871 CalHome Program Unincorp. Areas of San Diego Co. San Diego Neighborhood Housing Services CASH Program 1. Note 2. Deed of Trust and Request for Notice of Default 1. Note 2. Deed of Trust and Request for Notice of Default 1. First-Time Homebuyer Promissory Note 2. First-Time Homebuyer Deed of Trust Unincorp. Areas of San Diego Co. Gabe del Rio CalHFA MBS Program Eligible Unincorp. Areas of San Diego Co. 4305 University Ave., Ste. 550 San Diego, CA 92105 619-282-6647 ext. 314 619-640-7119 HOOP Program CalHome Program San Diego Co. San Diego Revitalization Corporation PITCH Program 1. Promissory Note Secured by a Deed of Trust 2. Deed of Trust with Assignment of Rents and Request for Special Notice 3. Rider to Deed of Trust and Assignment of Rents Urban Village in City Heights Pat Rose Calloway CalHFA MBS Program Eligible 4305 University Ave., Ste. 600 San Diego, CA 92105 619-795-2018 619-255-2710 27 of 36 Last revised 1/07/08 MBS last updated 1/07/08 California Housing Finance Agency Affordable Housing Partnership Program (AHPP) JANUARY 2008 Approved Subordinate Localities and Programs LOCAL GOV. AGENCY Redevelopment Agency of the City of San Fernando PROGRAM NAME First Time Homebuyer Program 1. 2. 3. 4. REQUIRED PROGRAM DOCUMENTS Affordable Housing Loan Agreement Promissory Note Secured by Second Lien Deed of Trust Deed of Trust with Assignment of Rents Notice of Restrictions and Right of First Refusal to Purchase Property City limits COMMENTS CONTACT Robert Kishita ADDRESS 117 Macneil Street San Fernando,CA 91340 PHONE # 818-898-1201 FAX # Mayor's Office of Housing of the City & Co. of San Francisco DALP 1. Deed of Trust and Assignment of Rents Downpayment Assistance Loan Program (DALP) 2. City Note (Secured by Deed of Trust) American Dream Downpayment Initiative (ADDI) Downpayment Assistance Loan Program (DALP) 1. 2. 3. 4. Down Payment Assistance Loan Program (DALP). Myrna Melgar 1 South Van Ness, 5 Floor San Francisco, CA 94103 th 415-701-5531 415-701-5501 DALP Plus City Note (Secured by Deed of Trust) Downpayment Assistance Loan Program No CalHFA DPAs are allowed for use with this program. Deed of Trust and Assignment of Rents Downpayment Assistance Loan Program (DALP Plus) DALP, DALP Plus Guidelines (Not required in borrower file) Affordable Housing and Home Ownership Bond Program 1997 Regulations (Not required in borrower file) San Francisco Redevelopment Agency Limited Equity Homeownership Program 1. Form of Limited Equity Homeownership Program Declaration of Restrictions for For-Sale Affordable Housing Units and Option to Purchase Agreement 2. Promissory Note Secured by Deed of Trust 3. Short Form of Deed of Trust and Assignment of Rents 4. Addendum to Deed of Trust 5. Loan Disclosure Information HHCA only. Citywide. No HiCAP or CHAP. Kate Hartley 770 Golden Gate Avenue San Francisco, CA 94102 415-749-2567 415-749-2590 City of Sanger BEGIN Program 1. City of Sanger Loan Agreement (B.E.G.I.N. First-Time Home Buyer Down Payment Assistance Program) 2. Exhibit "B" BEGIN Loan Program Promissory Note 3. Exhibit "C" Deed of Trust 4. Exhibit "D" Disclosure Statement City of Sanger BEGIN Down Payment Assistance Program Tract 5426, 33 single-family homes. Mission Homes 10th & K Streets, Sanger, California Dan Spears 1700 7th Street Sanger, CA 93657 559-876-6300 Ext. 1520 559-577-9555 CalHFA MBS Program Eligible Sanger Redevelopment Agency First-Time Homebuyer DPA Program 1. Promissory Note 2. Deed of Trust 3. Loan Agreement Citywide Carol Garza 1700 7th Street Sanger, CA 93657 559-876-6329 559-875-8956 City of San Joaquin HOME First Time Homebuyer Program 1. Promissory Note Secured by Deed of Trust 2. Standard Deed of Trust Citywide Maria P.O. Box 758 San Joaquin, CA 93660 559-693-4311 559-693-2193 San Joaquin County GAP Loan Program 1. 2. 3. 4. 5. Interest Bearing Note Secured by Deed of Trust Interest Bearing Note Secured by Deed of Trust (Forgivable) Deed of Trust with Assignment of Rents Deed of Trust with Assignment of Rents (Forgivable Note) HOME Program Regulatory Agreement San Joaquin Co. John Moore CalHFA MBS Program Eligible 1810 E. Hazelton Ave. Stockton, CA 95205 209-468-3065 209-468-3163 City of San Jose First-Time Homebuyer Program 1. Affordability Restrictions (Homeowner Restriction-CalHFA.Rev.05.27.05) 2. Promissory Note (Homebuyer Note.CalHFA.05.27.05) 1. ADDI Promissory Note (Secured by Deed of Trust) 2. Subordinate Deed of Trust with Assignment of Rents 1. BEGIN Promissory Note Secured by Deed of Trust 2. Subordinate Deed of Trust with Assignment of Rents 1. Promissory Note Secured by Deed of Trust 2. Short Form Deed of Trust and Request for Notice 3. Deed of Trust Rider 1. Promissory Note Teacher Homebuyer Program (Homebuyer Note (teacher). CalHFA.05.27.05) 2. Affordability Restrictions Teacher Homebuyer Program (Homeowner Restriction-. CalHFA Rev.05.27.05) 1. 2. 3. 4. Promissory Note Affordability Restrictions Short Form Deed of Trust and Request for Notice Exhibit B - Deed of Trust Rider City limits Brandi Hoffman-Ooka CalHFA MBS Program Eligible Municipal boundaries 200 East Santa Clara Street San Jose, CA 95113 408-535-8232 408-998-3183 ADDI Program CalHFA MBS Program Eligible Municipal boundaries BEGIN Program CalHFA MBS Program Eligible Municipal boundaries Developer Discount Loan Program Teacher Homebuyer Program Municipal boundaries CalHFA MBS Program Eligible Faculty Homebuyer Program Single Family attached and detached City of San Juan Capistrano First-Time Homebuyer Program 1. Note 2. Deed of Trust Citywide Debra Dirnu 32400 Paseo Adelanto San Juan Capistrano, CA 92675 949-493-1171 949-493-1053 City of San Leandro First-Time Homebuyer Program 1. Note 2. Subordinate Deed of Trust 3. First-Time Home Buyer Agreement Citywide Calvin Whitaker 835 East 14th Street San Leandro, CA 94577 510-577-6001 510-577-6007 28 of 36 Last revised 1/07/08 MBS last updated 1/07/08 California Housing Finance Agency Affordable Housing Partnership Program (AHPP) JANUARY 2008 Approved Subordinate Localities and Programs LOCAL GOV. AGENCY PROGRAM NAME Inclusionary Zoning Homeownership Program REQUIRED PROGRAM DOCUMENTS 1. Resale Agreement and Option to Purchase 2. Performance Deed of Trust Citywide COMMENTS CONTACT ADDRESS PHONE # FAX # County of San Luis Obispo First Time Homebuyer Program 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust and Security Agreement 3. Affordability/Recapture Agreement and Option to Purchase 1. 2. 3. 4. Promissory Note Deed of Trust and Security Agreement Affordability/Recapture Agreement and Option to Purchase Affordable Housing Agreement (app. 3/16/01 by S. Dirks) Countywide Dana Lilley County Government Center San Luis Obispo, CA 93408 805-781-5600 805-781-1242 Home Investment Partnership First-Time Homebuyers Program Mi Tierra Lots 1-15, Tract 2305 City of San Mateo Silent Loan Program 1. Promissory Note 2. Deed of Trust and Security Agreement 3. Shared Appreciation Loan Agreement 1. Resale Restriction Agreement and Option to Purchase 2. Subordination Agreement 1. Resale and Refinancing Restriction Agreement and Option to Purchase at Restricticted Price City of San Mateo Below Market-Rate Inclusionary Housing Program (Eligible for Redevelopment Credit-No Financial Subsidy-CalHFA and FNMA Compatible) 2. Promissory Note City of San Mateo Below Market-Rate Inclusionary Housing Program (Eligible for Redevelopment Credit-No Financial Subsidy-CalHFA and FNMA Compatible) 3. Deed of Trust City of San Mateo Below Market-Rate Inclusionary Housing Program (Eligible for Redevelopment Credit-No Financial Subsidy-CalHFA and FNMA Compatible) Citywide Sandy Council 330 West 20th Ave. San Mateo, CA 94403 650-522-7223 650-522-7221 Below Market Rate Housing Program No AHPP rate. Citywide BMR Inclusionary Housing Program City of San Mateo Redevelopment Agency BMR Inclusionary Housing Program 1. Resale and Refinancing Restriction Agreement and Option to Purchase at Restricted Price City of San Mateo Redevelopment Agency Below Market-Rate Inclusionary Housing Program (Eligible for Redevelopment Credit-No Financial Subsidy-CalHFA and FNMA Compatible) 2. Promissory Note City of San Mateo Redevelopment Agency Below Market-Rate Inclusionary Housing Program (Eligible for Redevelopment Credit-No Financial Subsidy-CalHFA and FNMA Compatible) 3. Deed of Trust City of San Mateo Redevelopment Agency Below Market-Rate Inclusionary Housing Program (Eligible for Redevelopment Credit-No Financial Subsidy-CalHFA and FNMA Compatible) Sandy Council 330 West 20th Ave. San Mateo, CA 94403 650-522-7223 650-522-7221 County of San Mateo START Program 1. Promissory Note Secured by a Deed of Trust 2. Short Form Deed of Trust and Assignment of Rents 1. Promissory Note Secured by a Deed of Trust 2. Short Form Deed of Trust and Assignment of Rents 1. Promissory Note 2. Deed of Trust and Security Agreement 3. Shared Appreciation Loan Agreement Countywide Scott Coe 262 Harbor Blvd. Belmont, CA 94002 650-802-5045 650-802-5049 StartPLUS Program Countywide Silent Loan Program Countywide City of Santa Clara Below Market Purchase Program 1. 2. 3. 4. Request for Notice Below Market Purchase Program Covenants, Restrictions and Option to Purchase Request for Full Reconveyance Below Market Purchase Program Deed of Trust and Security Agreement (City Subordinate Deed of Trust) 5. Below Market Purchase Program Promissory Note Secured by City Subordinate Deed of Trust Designated housing units under the City's Below Market Jeff Pedersen Purchase (BMP) Program 1500 Civic Center Drive Santa Clara, CA 95050 408-615-2491 408-248-3381 County of Santa Clara Homebuyer Downpayment Program 1. Balloon Payment HOME C2693Promissory Note Secured by Deed of Trust 2. Short Form Deed of Trust Single family attached & detached in Santa Clara Co. Tracy Cunningham CalHFA MBS Program Eligible 70 W. Hedding Street, 11th Floor San Jose, CA 95110 408-441-4323 408-435-1956 Housing Trust of Santa Clara County $6,500 Closing Cost Program 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust 3. Deed of Trust Rider Various cities & unincorporated areas in Santa Clara Co. Susan Raffo 1786 Technology Drive San Jose, CA 95110 408-436-3450 ext. 2# 408-436-3454 CalHFA MBS Program Eligible Jeff Pedersen 1500 Warburton Avenue Santa Clara, CA 95050 408-615-2491 408-248-3381 Redevelopment Agency of the City of Santa Clara First-Time Homebuyer Program 1. 2. 3. 4. 5. Request for Notice CalHFA MBS Program Eligible First-Time Homebuyer Program Promissory Note Secured by Agency Subordinate Deed of Trust First-Time Homebuyer Program Deed of Trust and Security Agreement (Agency Sub. Deed of Trust) First-Time Homebuyer Program Covenants, Restrictions and Option to Purchase Amended and Restated Operating Agreement Santa Clara Teacher Mortgage Assistance Foundation Teacher Mortgage Assistance Program 1. Promissory Note 2. Home Purchase Participation Agreement *See file for special instructions* Roger Barnes 1889 Lawrence Rd. Santa Clara, CA 95052 408-423-2085 408-423-2283 29 of 36 Last revised 1/07/08 MBS last updated 1/07/08 California Housing Finance Agency Affordable Housing Partnership Program (AHPP) JANUARY 2008 Approved Subordinate Localities and Programs LOCAL GOV. AGENCY City of Santa Clarita PROGRAM NAME HOME First-Time Home Buyer Program REQUIRED PROGRAM DOCUMENTS 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust with Assignment of Rents as Additional Security Citywide COMMENTS CONTACT Erin Moore-Lay ADDRESS 23920 Valencia Boulevard Santa Clarita, CA 91355-2196 PHONE # 661-255-4972 FAX # 661-259-2489 City of Santa Cruz First Time Homebuyer Program-BEGIN 1. Promissory Note Secured by Deed of Trust 2. Subordinate Deed of Trust and Assignment of Rents 1. Promissory Note Secured by Deed of Trust 2. Subordinate Deed of Trust and Assignment of Rents 1. Promissory Note Secured by Deed of Trust 2. Subordinate Deed of Trust and Assignment of Rents 1. Affordable Housing Declaration of Restrictions; either: a. Resolution NS-22,400 b. Resolution NS-16.452 c. Resolution NS-22.856 2. Performance Deed of Trust (Option to Cure and Purchase Agreement) Citywide Norm Daly 809 Center St., Rm. 206 Santa Cruz, CA 95060 831-420-5109 831-420-5101 First Time Homebuyer Program-HOME Citywide First Time Homebuyer Program-CalHOME Citywide Measure O Housing Program City limits. No AHPP rate. County of Santa Cruz Redevelopment Agency Measure J Housing Program 1. Declaration of Restrictions and Lien Owner-Occupied Dwelling County of Santa Cruz Affordable Housing Program 2. Measure J Affordable Owner-Occupied Unit Purchaser's Affidavit 3. Santa Cruz County Affordable Housing Guidelines May 2007 Edition 4. Chapter 17.10 Affordable Housing Requirements 5. Request for Notice Under Section 2924b Civil Code 1. Swan Lake Units Declaration of Restrictions and Lien Owner-Occupied Dwelling County of Santa Cruz Affordable Housing Program 2. Measure J Affordable Owner-Occupied Unit Purchaser's Affidavit 3. Santa Cruz County Affordable Housing Guidelines May 2007 Edition 4. Chapter 17.10 Affordable Housing Requirements 5. Request for Notice Under Section 2924b Civil Code Subject to Measure J. No AHPP rate. Patrick Heisinger CalHFA MBS Program Eligible 701 Ocean Street Santa Cruz, CA 95060 831-454-2217 831-454-2131 Measure J Housing Program-Swan Lake Subject to Measure J. No AHPP rate. Santa Cruz Assoc. of Realtors Housing Foundation Closing Cost Grant 1. Santa Cruz Association of Realtors Housing Foundation Participation Agreement 2. Closing Cost Grant Approval 3. Gift Letter Grant Philip Tedesco 2525 Main Street Soquel, CA 95073 831-464-2000 831-464-2881 City of Santa Paula First Time Homebuyer Program 1. 2. 3. 4. Promissory Note Deed of Trust with Assignment of Rents (Resale and Refinance Restricted Property) Rider to Deed of Trust First Time Homebuyer Program Loan Agreement City limits Elisabeth Amador P.O. Box 569 Santa Paula, CA 93061 805-525-0626 805-525-6278 City of Santa Rosa Housing Authority Affordable Housing with Option Program 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust Rider 3. Option Agreement 1. 2. 3. 4. Promissory Note (PIH/WP6.1/PARKSIDE:M_PN.FRM) Rider to Parkside Deed of Trust (G:\WP51\HOUSING\AGREEMNT\PARK-DT.RID) Parkside Option to Purchase (PIH/WP6.1/PARKSIDE:M_OPT.FRM) Acknowledgement and Assumption of Amended Owner-Occupancy Restrictions with Right of Re-entry for Violation (PIH/WP6.1/PARKSIDE:S_AAA.FRM) Timothy Road Program, De Turk Commons Judy Lynch 90 Santa Rosa Ave. Santa Rosa, CA 95402 707-543-3315 707-543-3317 Parkside Development Parkside Development Shared Equity/Silent Second Program - Woodbridge 1. Housing Allocation Plan Contract Between The City of Santa Rosa, The Housing Authority of The City of Santa Rosa And Woodbridge Northwest LLC, A California Limited Liability Company 2. Amendment to Housing Allocation Plan Contract Between The City of Santa Rosa, The Housing Authority of the City of Santa Rosa and Woodbridge Northwest LLC A California Limited Liability Company [CalHFA Assisted Financing Only] 3. City of Santa Rosa Department of Economic Development and Housing Income Guidelines 4. City of Santa Rosa Department of Economic Development and Housing - Housing Allocation Plan (HAP) - Maximum Sales Price Chart 5. Promissory Note (Secured by Deed of Trust) Shared Equity/Silent Second Woodbridge 6. [Applies to CalHFA Assisted Financing Only] Shared Equity/Silent Second - Woodbridge Deed of Trust Rider 7. Exhibit H Tedeschi Sales Agreement 8. Exhibit "I" Amendment To Housing Allocation Plan Contract List of 20 Affordable Lots to Which This Amendment Applies 9. Amended Resale Restriction Agreement and Option to Purchase Woodbridge Ownership Units [For use with CalHFA Assisted Financing Only] This program is for Woodbridge Subdivision, Lots 1 through 134 as shown and depicted on the Map of Woodbridge, filed in the Office of the County Recorder of Sonoma County on May 2, 2006 in Book 693 of Maps of Page 44 through 50 Document Number 2006052592. Marjorie A. Jackson 707-543-3301 30 of 36 Last revised 1/07/08 MBS last updated 1/07/08 California Housing Finance Agency Affordable Housing Partnership Program (AHPP) JANUARY 2008 Approved Subordinate Localities and Programs LOCAL GOV. AGENCY City of Santee Cal-Home Program PROGRAM NAME REQUIRED PROGRAM DOCUMENTS 1. First-Time Homebuyer Promissory Note 2. Deed of Trust 1. Promissory Note 2. Deed of Trust Citywide COMMENTS CONTACT Sharon Crockett ADDRESS 10601 Magnolia Avenue Santee, CA 92071 PHONE # 619-258-4100 FAX # HOME Program Citywide Self-Help Enterprises (SHE) City of Fresno HOME Program 1. Promissory Note Secured by Deed of Trust 2. Short Form Deed of Trust 3. Deferred Payment Loan Agreement 1. First-Time Home Buyer Promissory Note Secured by Deed of Trust 2. Short Form Deed of Trust & Request for Notice 3. Deferred Payment Loan Agreement 1. First-Time Home Buyer Promissory Note Secured by Deed of Trust 2. Short Form Deed of Trust 3. Deferred Payment Loan Agreement 1. First-Time Home Buyer Promissory Note Secured by Deed of Trust 2. Short Form Deed of Trust 3. Deferred Payment Loan Agreement 1. Short Form Deed of Trust and Request for Notice 2. Deferred Payment Loan Agreement 3. First-Time Home Buyer Promissory Note Secured by Deed of Trust 1. First-Time Home Buyer Promissory Note Secured by Deed of Trust 2. Short Form Deed of Trust and Request of Notice 3. Deferred Payment Loan Agreement Harvest Acres Subdivision Diane Wagner 8445 W. Elowin Court P.O. Box 6520 Visalia, CA 93290 559-651-1000 x619 559-651-3634 First-Time Homebuyer CalHome Program-Tulare Specific homes in Tulare First-Time Homebuyer CalHome Program-Winton Specific homes on W. Caleb Dr., Winton NeighborWorks Loan Program Specific homes on W. Caleb Dr., Winton FTHB Home Deferred Payment Loan Program Citywide CalHome Program 21 homes on Tract No. 5987-C in the City of Delano. Jessi Snyder 559-651-1000 x693 Shasta Co. Housing Authority Down Payment Assistance Program 1. Promissory Note 2. Deed of Trust Shasta Co. except Redding Wendy Taylor 1450 Court Street, Ste. 108 Redding, CA 96001 530-225-5160 530-225-5178 City of Shasta Lake RA Down Payment Assistance Program-HOME 1. Note Secured by Deed of Trust 2. Deed of Trust with Assignment of Rents 1. Note Secured by Deed of Trust 2. Deed of Trust with Assignment of Rents Citywide Jessaca Lugo Toni Coates 1650 Stanton Drive P.O. Box 777 Shasta Lake, CA 96019 530-275-7464 530-275-7419 Down Payment Assistance Program-RDA City limits Silicon Valley Bank FHLB-AHP 1. Promissory Note Secured by Deed of Trust 2. AHP Deed of Trust, Security Agreement and Fixture Filing Saratoga Manor II Denise Christensen 555 Country Club Lane Napa, CA 94558 707-265-9855 City of Simi Valley Affordable Housing Program 1. Note 2. Deed of Trust Citywide Linda Swan 2929 Tapo Canyon Road Simi Valley, CA 93063 805-583-6853 Simi Valley Community Development Agency Affordable Housing Program 1. Note 2. Deed of Trust Citywide Linda Swan 2929 Tapo Canyon Road Simi Valley, CA 93063 805-583-6853 Sonoma Community Development Agency Wildflower Inclusionary Housing Program 1. Agency Promissory Note Wildflower 2. Deed of Trust and Security Agreement Wildflower 3. Resale Restriction Agreement, And Option To Purchase - Sonoma Community Development Agency Wildflower 4. Borrower Disclosure Statement Wildflower Wildflower Subdivision Carol Giovanatto No. 1 the Plaza Sonoma, CA 95476 707-933-2213 707-933-2229 Sonoma Co. Community Development Commission Silent Second Program (Gloria Park Subdivision) 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust Rider 3. Option Agreement 1. 2. 3. 4. 5. 6. 7. 1. 2. 3. 4. 5. 6. Promissory Note Secured by a Deed of Trust Option Agreement Co-Borrower’s Disclaimer of Possessory Interest Deed of Trust Rider Exhibit C Addendum to Residential Purchase Agreement and Receipt of Deposit Partial Release Buyer’s Five-Year Residency Intent Nonrecourse Promissory Note Secured by a Deed of Trust (BEGIN Program – Initial Sales) Short Form Deed of Trust and Assignment of Rents (Due on Sale Clause) Exhibit B – Deed of Trust Rider Co-Borrower’s Disclaimer of Possessory Interest Buyer’s Five-Year Residency Intent Truth In Lending Disclosure Statement Gloria Park Subdivision Mark Krug 1440 Guerneville Rd. Santa Rosa, CA 95403 707-565-7509 707-524-7557 Affordable Housing Initial Sales and Resale Program Sonoma Co. BEGIN Program - Meadowlark Meadowlark 31 of 36 Last revised 1/07/08 MBS last updated 1/07/08 California Housing Finance Agency Affordable Housing Partnership Program (AHPP) JANUARY 2008 Approved Subordinate Localities and Programs LOCAL GOV. AGENCY CDBG Program PROGRAM NAME REQUIRED PROGRAM DOCUMENTS 1. Nonrecourse Promissory Note Secured by Deed of Trust (CDBG Note - Wildflower) 2. Short Form Deed of Trust and Assignment of Rents (Due on Sale Clause) 3. Exhibit B Deed of Trust Rider 1. Nonrecourse Promissory Note Secured by Deed of Trust (American Dream Downpayment Initiative Note) 2. Short Form Deed of Trust and Assignment of Rents (Due on Sale Clause) 3. Exhibit B Deed of Trust Rider COMMENTS For initial purchase sales only (New Construction-not previously occupied properties) and can only be utilized for Wildflower subdivision. For initial purchase sales only (New Construction-not previously occupied properties) and can only be utilized for Wildflower subdivision. CONTACT Bob Branson 707-565-7500 ADDRESS PHONE # FAX # ADDI Program Sonoma National Bank FHLB-AHP-Meadowlark 1. 2. 3. 4. Promissory Note Secured by Deed of Trust Deed of Trust Exhibit "B" Addendum to Deed of Trust Hold Harmless and Indemnity Agreement Forestville Diana L. Garaventa 3558 Round Barn Blvd., Ste. 300 Santa Rosa, CA 95403 707-579-0610 City of Sonora Homebuyer Assistance Program 1. City of Sonora Promissory Note Secured By Deed of Trust 2. City of Sonora Deed of Trust City-wide Rachelle Kellogg 94 North Washington Street Sonora, CA 95370 209-532-7725 209-532-3511 Redevelopment Agency of the City of Sonora Homebuyer Assistance Program 1. Redevelopment Agency of the City of Sonora Promissory Note Secured By Deed of Trust 2. Redevelopment Agency of the City of Sonora Deed of Trust City-wide Rachelle Kellogg 94 North Washington Street Sonora, CA 95370 209-532-7725 209-532-3511 South County Housing Corp. Self Help Home Program (Los Arroyos phase 2) 1. Promissory Note Secured by Deed of Trust – Self Help Home 2. Resale Restriction Agreement 1. Promissory Note Secured by Deed of Trust (65% or 80%) 2. Resale Restriction Agreement 3. Deed of Trust and Security Agreement 1. Promissory Note Secured by Deed of Trust (460\41\120650.16) 2. Deed of Trust and Security Agreement (460\41\120109.5) 3. Resale Restriction Agreement (460\41\121139.9) 1. Deed of Trust and Security Agreement 2. Promissory Note 1. Promissory Note 2. Deed of Trust and Security Agreement 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust and Security Agreement 3. Resale, Refinance and Option to Purchase Agreement 1. Promissory Note (Morgan Station – NRC) 2. Deed of Trust and Security Agreement (Morgan Station – NRC) 1. Promissory Note (Viale – NRC) 2. Deed of Trust and Security Agreement (Viale – NRC) 1. Resale, Refinance and Option to Purchase Agreement 2. Deed of Trust and Security Agreement 3. Promissory Note 1. Resale, Refinance and Option to Purchase Agreement South County Housing Corporation The Cannery, Forest Park at the Cannery, Alexander Place at the Cannery 2. Deed of Trust and Security Agreement South County Housing (Forest Park at the Cannery) (Alexander Place at the Cannery) (The Cannery Resale Restricted Program) 3. Promissory Note Secured by Deed of Trust South County Housing – The Cannery Development, Including Forest Park at The Cannery, Alexander Place at The Cannery, The Cannery) 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust and Security Agreement 3. Option to Purchase Agreement and Resale, Refinance Agreement Moderate Income Owner Los Arroyos, Phase II Karen Saunders 9015 Murray Avenue, Suite 100 Gilroy, CA 95020 408-842-9181 408-842-0277 Self Help Home Program (Los Arroyos phase 3) Los Arroyos, Phase III Casciano Townhomes at Los Arroyos Casciano Townhomes at Los Arroyos, Tract 9248 La Maestra Project La Maestra Project Boronda Oaks Project Boronda Oaks Morgan Station Development Restriction Morgan Station, 14 homes Morgan Station Subordinate Loan Program Morgan Station, 14 homes CalHFA MBS Program Eligible Viale, 10 homes Los Arroyos Development Viale Subordinate Loan Program Los Arroyos Resale Program The Cannery Development The Cannery, Forest Park at The Cannery and Alexander Place at The Cannery. Equity Share Program Forest Park at the Cannery and Alexander Place at The Cannery,The Cannery and Harvest Park CalHFA MBS Program Eligible STAND Gift Fund Program 1. Addendum to Deed San Joaquin County Fred Sheil P.O. Box 30231 Stockton, CA 95213 209-937-7625 209-939-9347 County of Stanislaus HOME First Time Homebuyer Program 1. 2. 3. 4. Loan Agreement Promissory Note Deed of Trust (including Rider) Declaration of Conditions, Covenants and Restrictions Unincorp. Limits of Stanislaus Co. Ana Rocha 1010 10th Street, Ste. 3400 Modesto, CA 95354 209-525-6330 209-525-5911 32 of 36 Last revised 1/07/08 MBS last updated 1/07/08 California Housing Finance Agency Affordable Housing Partnership Program (AHPP) JANUARY 2008 Approved Subordinate Localities and Programs LOCAL GOV. AGENCY Stanislaus Co. Redevelopment Agency PROGRAM NAME Downpayment Assistance Program 1. 2. 3. 4. REQUIRED PROGRAM DOCUMENTS Down Payment Assistance Agreement Promissory Note Restrictive Covenant Short form Deed of Trust Countywide COMMENTS CONTACT Ana Rocha ADDRESS 1100 10th Street, ste. 3400 Modesto, CA 95354 PHONE # 209-525-6330 FAX # 209-525-5911 City of Stockton Down Payment Assistance Loan Program 1. Promissory Note Secured by Deed of Trust 2. Forgivable Note Secured by Deed of Trust 3. Deed of Trust City limits. HHCA only. Leigh Dimas CalHFA MBS Program Eligible 425 N. El Dorado Street, 3rd Floor Stockton, CA 95202 209-937-8539 209-955-2202 City of Sunnyvale BMR Homeownership Program 1. Below Market Rate (BMR) – Home Ownership Agreement 2. Deed of Trust City limits Lupita Gaeta 456 W. Olive Ave. Sunnyvale, CA 94088-3707 408-730-7812 408-737-4906 City of Susanville First Time Homebuyer DAP 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust Citywide Gwenna MacDonald 66 N. Lassen St. Susanville, CA 96130-3904 530-257-1000 530-257-1020 City of Sutter Creek HOME First Time Homebuyer Assistance Program 1. City of Sutter Creek First Time Homebuyer Program Promissory Note (Secured By Deed of Trust) 2. City of Sutter Creek First Time Homebuyer Program Subordinate Deed of Trust and Assignment of Rents 3. City of Sutter Creek HOME Program First Time Homebuyer Program Guidelines - 2006 City limits Sylvia Christianson 18 Main Street Sutter Creek, CA 95685 209-267-5647 209-267-0639 City of Taft First Time Homebuyer Program 1. 2. 3. 4. 5. 6. 7. 8. First Time Homebuyer Deed of Trust First Time Home Buyer Agreement Checklist for Documents Monthly Expense Worksheet First Time Homebuyer Promissory Note Deferred Payment Loan (With Interest) Request for Notice Homebuyer Program Guidelines Notice of Right to Cancel City limits Lucille E. Holt CalHFA MBS Program Eligible 209 East Kern Street Taft, CA 93268 661-763-1222, ext. 15 661-765-2480 The Mechanics Bank IDEA Program 1. Promissory Note 2. Deed of Trust 3. Addendum to Deed of Trust 1. Promissory Note 2. Deed of Trust 3. Addendum to Deed of Trust Can be used for any home in Contra Costa Co. Erwin Reeves CalHFA MBS Program Eligible Can be used for any home in Contra Costa Co. 3170 Hilltop Mall Road Richmond, CA 94806 510-262-7210 510-262-7203 WISH Program CalHFA MBS Program Eligible City of Thousand Oaks Corta Bella Project 1. Affordable Housing Agreement 2. Notice of Resale Controls and Deed Restrictions for Owner Occupancy Agreement 3. Assumption Agreement 26 Condo Units at Corta Bella in Tract 4850 in the City of Thousand Oaks, County of Ventura as per map recorded in Book 125, Pages 57 thru 59 of Maps, in the office of the County Recorders of said County. Lynn Oshita 2100 Thousand Oaks Blvd. Thousand Oaks, CA 91362 805-449-2391 805-449-2390 Tracy Community Development Agency First Time Homebuyer Loan Program 1. Loan Agreement Between the City of Tracy Community Development Agency and (The Property Citywide. No CalHFA DPAs for use with this program. Owner) CalHFA MBS Program Eligible 2. Exhibit B Promissory Note Secured by Deed of Trust, Assignment of Rents, Security Agreement, and Fixture Filing Tracy Community Development Agency First Time Homebuyer Loan Program 3. Long Form Deed of Trust, Assignment of Rents, Security Agreement, and Fixture Filing Tracy Community Development Agency First Time Homebuyer Loan Program 4. Request for Notice Under Section 2924b Civil Code Tracy Community Development Agency First Time Homebuyer Loan Program Sharon Marr 324 E. 11th Street, Suite E2 Tracy, CA 95376 209-831-4470 209-830-6837 Tri Counties Bank Low Income AHP-Palm Crest Village - Phase 2 1. Low Income Affordable Housing Program Loan Agreement Tri Counties Bank 2. Deed of Trust Tri Counties Bank Low Income Affordable Housing Program 3. Low Income Affordable Housing Program Loan Repayment Agreement Tri Counties Bank No HiCAP or CHAP. Palm Crest Village, Phase 2 W.R. (Rick) Hagstrom CalHFA MBS Program Eligible 63 Constitution Drive Chico, CA 95973 530-879-4285 530-898-0355 Town of Truckee Down Payment Assistance Loan Program 1. Town of Truckee Promissory Note 2. Town of Truckee Deed of Trust Town limits Tony Lashbrook 10433 Willow Valley Road, Ste. C Nevada City, CA 95959 530-582-7700 530-582-7889 City of Tulare Redevelopment Agency HOME Program 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust with Assignment of Rents as Additional Security 3. Affordability Agreement and Restrictions on Sale Citywide Linda Duke 411 E. Kern Avenue Tulare, CA 93274 559-684-4267 559-685-5631 33 of 36 Last revised 1/07/08 MBS last updated 1/07/08 California Housing Finance Agency Affordable Housing Partnership Program (AHPP) JANUARY 2008 Approved Subordinate Localities and Programs LOCAL GOV. AGENCY PROGRAM NAME First Time Homebuyer-Low & Very Low Income REQUIRED PROGRAM DOCUMENTS Very Low Income Docs 1. Promissory Note-Very Low Income (Deferred Shared Appreciation Loan) 2. Rider to Deed of Trust 3. Affordability Agreement and Restrictions on Sale (Very Low Income) Low Income Docs 1. Promissory Note-Low Income (Deferred Shared Appreciation Loan) 2. Rider to Deed of Trust 3. Affordability Agreement and Restrictions on Sale (Low Income) COMMENTS Citywide. Use EITHER Low or Very Low Income Specify which program in 02/28/11 screen CONTACT ADDRESS PHONE # FAX # Citywide. Use EITHER Low or Very Low Income Specify which program in 02/28/11 screen County of Tulare Home Buyer Assistance Program 1. 2. 3. 4. 5. 6. Promissory Note Secured By Deed of Trust Deferred Payment Loan - Owner Occupant Short Form Deed of Trust Home Buyer Assistance Program Loan Agreement Request for Notice Federal Truth-In-Lending Disclosure Statement Deferred Payment Loan Escrow Instructions Unincorporated limits Diana Metzler CalHFA MBS Program Eligible 5961 S. Mooney Blvd. Visalia, CA 93277 559-733-6558 ext. 4306 County of Tuolumne First-Time Homebuyer Program 1. Tuolumne County Promissory Note Secured by Deed of Trust 2. County of Tuolumne Deed of Trust Rural areas outside Sonora Sherry Mediati 53 W. Bradford Avenue, Suite 200 Sonora, CA 95370 209-532-8771 209-532-7599 City of Turlock First-Time Homebuyer Program 1. 2. 3. 4. 5. 6. 7. 9. Loan Agreement City of Turlock First-Time Home Buyer Program Exhibit "B" Promissory Note Trust In Lending Disclosure Statement Deed of Trust Exhibit "D" Rider to City Deed of Trust First-Time Homebuyer Program Declaration of Conditions, Covenants and Restrictions Exhibit "F" First-Time Home Buyer Mortgage Assistance Program Disclosure Statement Relocation Assistance Notice of Non-Eligibility Citywide Bob Martinez CalHFA MBS Program Eligible 144 South Broadway Turlock, CA 95380 209-688-5610 Ext. 5 209-688-5107 Tustin Community Redevelopment Agency Affordable Housing Project - Very Low 1. 2. 3. 4. 5. 6. 1. 2. 3. 4. 5. 6. Request for Notice Affordable Housing Promissory Note (Very Low Income) Affordable Housing Option Agreement (Very Low Income) Reimbursement Agreement (Very Low Income) Affordable Housing Covenant (Very Low Income) Affordable Housing Deed of Trust with Assignment of Rents (Very Low Income) Request for Notice Affordable Housing Promissory Note (Moderate Income) Option Agreement (Moderate Income) Reimbursement Agreement (Moderate Income) Affordable Housing Covenant (Moderate Income) Affordable Housing Deed of Trust with Assignment of Rents (Moderate Income) Tract 16506, Specific lots Jim Draughon 300 Centennial Way Tustin, CA 92780 714-573-3121 Affordable Housing Project - Moderate Tract 16506, Specific lots Community Redevelopment Agency of Union City Affordable Homeowner Program 1. Promissory Note Secured by Deed of Trust 2. Deed of Trust and Security Agreement 3. Buyer's Occupancy and Resale Restriction Agreement with Option to Purchase Citywide. No AHPP rate. Vernon Smith 34009 Alvarado-Niles Road Union City, CA 94587 510-471-3232 Union Safe Deposit Bank AHP Program 1. Promissory Note Secured by Deed of Trust 2. AHP Deed of Trust Modesto Briggs Project Ronda Hall P.O. Box 1200 Stockton, CA 95201 925-692-7386 United Commercial Bank WISH Program 1. Promissory Note – WISH Owner Occupied 2. WISH Deed of Trust and Request for Notice of Default 3. WISH Addendum to Note and Rider to Deed of Trust San Francisco, Alameda, Los Angeles Counties Santos Rodriguez CalHFA MBS Program Eligible 199 S. Los Robles Ave., Ste. 780 Pasadena, CA 91101 626-685-7234 626-564-2608 United Economic Development Fund, Inc Gift Program No documents required Matching Grant Regina C. Grimes 2191 N. Lake Avenue Altadena, CA 91001 626-794-3299 626-794-0948 United Way of Greater Los Angeles American Dream IDA Program 1. New Account Eligibility Authorization Ed Khashadorian 523 6th Street, Suite 345 Los Angeles, CA 90014 213-630-2314 230-630-2124 The Unity Council Homeownership Center IDA Program 1. IDA Program Savings Agreement Sherri Powers 3411 East 12th Street, Suite 200 Oakland, CA 94601 510-535-7181 510-532-5983 University of Southern California Neighborhood Homeownership Program 1. Subsidy Agreement Maxine McNeal 840 Childs Way, BKS 402 Los Angeles, CA 90089 - 2541 213-740-6827 213-740-5412 34 of 36 Last revised 1/07/08 MBS last updated 1/07/08 California Housing Finance Agency Affordable Housing Partnership Program (AHPP) JANUARY 2008 Approved Subordinate Localities and Programs LOCAL GOV. AGENCY USDA Rural Development PROGRAM NAME RD Leveraging/Participation Loan Program REQUIRED PROGRAM DOCUMENTS 1. Promissory Note (Rev. 10-96) 2. Deed of Trust for California with Assignment of Rents (11-96) 3. Subsidy Repayment Agreement (10-96) Eligible rural areas COMMENTS CONTACT Anthony Cheung ADDRESS 430 G Street, Agency 4169 Davis, CA 95616 PHONE # 530-792-5820 FAX # 530-792-5838 City of Vacaville Shared Equity Loan Program 1. 2. 3. 4. Resale Restriction Agreement and Option to Purchase (Shared Equity Loan Program) Deed of Trust and Security Agreement City of Vacaville Shared Equity Loan Program Borrower Disclosure Statement Shared Equity Loan Program City Promissory Note City of Vacaville Shared Equity Loan Program City limits Kathy Larson CalHFA MBS Program Eligible 40 Eldridge Ave., Suite 7 Vacaville, CA 95688 707-449-5653 707-449-5683 City of Vallejo Downpayment Assistance w/ Grant Program 1. Promissory Note Secured by a Deed of Trust on Real Property 2. Deed of Trust City limits Suzzette Heathcote Vallejo NHS 200 Georgia Street Vallejo, CA 94590 707-552-4663 ext. 15 707-643-2143 Vallejo Neighborhood Housing Services, Inc. Down Payment Assistance Program 1. Promissory Note 2. Deed of Trust Solano Co., Napa, American Canyon, Concord, Pittsburg, and Antioch Carol Hardy P.O. Box 7308 Vallejo, CA 94590 707-552-4663 000-000-0000 CalHFA MBS Program Eligible Ventura County Community Development Corp. Second Mortgage Loan Program 1. Note 2. Deed of Trust Countywide. No CHAP or HICAP Bertha M. Garcia 11011 Azahar Street Saticoy, CA 93004 805-659-6868 805-659-3195 VIAH, Inc. Housing Assistance Down Payment Program 1. Grant Application Grant Bob Hamar 1138 Crenshaw Ct. Visalia, CA 93277 559-734-8424 559-734-9442 City of Visalia First Time Homebuyers Program 1. 2. 3. 4. 5. 6. Note Note Rider The City of Visalia Homebuyers Assistance Program Owners Participation Agreement Visalia Community Redevelopment Agency Truth in Lending Disclosure Statement Deed of Trust and Assignment of Rents Loan Program Guidelines Homes priced at 95% or less of the FHA 203(B) maximum price for the area (107 county code) Rhonda Haynes 315 East Acequia Visalia, CA 93277 559-713-4460 559-713-4811 CalHFA MBS Program Eligible Visalia Community Bank FHLB-AHP 1. Promissory Note Secured by Deed of Trust 2. AHP Deed of Trust with Assignment of Rents, Security Agreement and Fixture Filing Sonoma County Gerry Beckers P.O. Box 1311 Visalia, Ca 93279 559-730-2811 559-730-2876 Visalia Community Redevelopment Agency BEGIN Program 1. 2. 3. 4. Promissory Note Secured by Deed of Trust Promissory Note Rider Deed of Trust and Assignment of Rents Affordability Agreement Citywide Bob Hamar 707 W. Acequia Street Visalia, CA 93291 559-734-8424 559-734-9442 Homebuyer Assistance Program 1. Note with Rider 2. Deed of Trust and Assignment of Rents with Rider 3. Owners Participation Agreement Citywide City of Walnut Creek First-Time Buyer Program 1. Promissory Note 2. Deed of Trust (Redevelopment Agency Funds) 1. Deed of Trust 2. Affordable Housing Covenants, Resale Restrictions and Option to Purchase Agreement Citywide Laura Simpson 1666 N. Main Street Walnut Creek, CA 94596 925-943-5899 ext. 236 925-256-3500 Inclusionary Zoning Program Club Villas, Kinross Terrace, Oak Court Townhomes, The Montecito. No AHPP rate Washington Mutual Bank AHP/ IDEA / WISH Program 1. AHP Addendum to Note and Deed of Trust 2. Deed of Trust 3. Promissory Note For the purchase of homes in conjunction with AHP, IDEA, WISH programs anywhere in the state of California. Brad McBride P.O. Box 834, Mailstop-WMC4201 Seattle, WA 98101 206-500-4904 206-377-2457 City of Waterford HOME First-Time Homebuyer Program 1. Promissory Note Secured by Deed of Trust (HOME First-Time Homebuyer Program) 2. Deed of Trust with Assignment of Rents as Additional Security City limits Nick Gann P.O. Box 199 Waterford, CA 95386 559-683-0707 559-683-7728 City of Watsonville Affordable Housing Program 1. Buyer’s Occupancy and Resale Agreement with Option to Purchase 2. Deed of Trust and Security Agreement 1. Deed of Trust Rider 2. Note 3. Subordinate Deed of Trust Citywide. No AHPP rate. Lola Maldonado CalHFA MBS Program Eligible Citywide Redevelopment & Housing Dept. 250 Main Street Watsonville, CA 95076 831-768-3080 851-763-4114 First Time Homebuyer Program CalHFA MBS Program Eligible 35 of 36 Last revised 1/07/08 MBS last updated 1/07/08 California Housing Finance Agency Affordable Housing Partnership Program (AHPP) JANUARY 2008 Approved Subordinate Localities and Programs LOCAL GOV. AGENCY Redevelopment Agency of the City of Watsonville PROGRAM NAME Down Payment Assistance Program REQUIRED PROGRAM DOCUMENTS 1. Deed of Trust Rider 2. Note 3. Subordinate Deed of Trust 1. Buyer’s Occupancy and Resale Agreement with Agency Option to Purchase 2. Deed of Trust and Security Agreement 1. 2. 3. 4. Purchase Agreement, Deposit Receipt and Escrow Instructions Deed of Trust and Security Agreement Disclosure Statement (Vista Nueva Townhomes) Redevelopment Agency of the City of Watsonville Low and Moderate Income Housing Program Buyer's Occupancy and Resale Agreement with Agency Option to Purchase 5. Amendment to Purchase Agreement, Deposit Receipt and Escrow Instructions COMMENTS HHCA only, Citywide CONTACT Lola Maldonado ADDRESS 250 Main Street Watsonville, CA 95076 PHONE # 831-768-3080 FAX # 851-763-4114 Low & Moderate Income Housing Program Hacienda Walk Development. HHCA only. No AHPP rate. Only for: 325 C Airport Blvd, 327 Airport Blvd, 325 B Airport Blvd, 47 Ross Ave, 325 A Airport Blvd, 333 Airport Blvd, and 325 Airport Blvd. ONLY ONE CalHFA DPA can be used with this program. No AHPP rate. Vista Nueva Townhome Development CDC of the City of West Covina Affordable Housing Loan Program 1. 2. 3. 4. Grant Deed Deed of Trust Affordable Housing Loan Agreement Promissory Note Specific lots on Amanda St. & Rae Ct. Oscar Ixco 1444 West Garvey Avenue West Covina, CA 91793 626-939-8742 626-939-8665 City of West Sacramento CalHome First Time Homebuyer Assistance Program 1. First-Time Homebuyer Promissory Note 2. First-Time Homebuyer Deed of Trust 1. First-Time Homebuyer Promissory Note 2. First-Time Homebuyer Deed of Trust Citywide Louise Collis 1110 West Capitol Ave. West Sacramento, CA 95691 916-617-4555 916-372-1584 HOME First Time Homebuyer Assistance Program Citywide Westminster Redevelopment Agency First Time Homebuyer Program 1. Promissory Note Secured by Deed of Trust 2. Subordinated Deed of Trust Citywide Geraldine Gehres 8200 Westminster Boulevard Westminster, CA 92683 714-898-3317 714-373-4684 Town of Windsor Los Amigos Self-Help Housing Project 1. Affordable Sales Housing Agreement between Burbank Housing Development Corporation and the Town of Windsor Los Amigos Self-Help Housing Project 2. Resale Restriction Agreement and Option to Purchase Indexed Price Control With Shared Equity Option Town of Windsor Los Amigos Self-Help Housing Project 3. Deed of Trust and Security Agreement 1. 2. 3. 4. 5. Town of Windsor BEGIN Program First-Time Homebuyer Promissory Note Town of Windsor BEGIN Program First-Time Homebuyer Deed of Trust Town of Windsor BEGIN Loan Program Guidelines July 2007 Town of Windsor BEGIN Program Reuse Account Plan July 2007 Town of Windsor BEGIN Program Loan Servicing and Monitoring Plan July 2007 Los Amigos Self-Help Homes ONLY. Kevin Thompson 9291 Old Redwood Hwy Town of Windsor, CA 95492-0100 707-838-5339 707-838-7349 BEGIN Program Los Amigos Self-Help Homes ONLY. City of Winters Home Program 1. Promissory Note Secured by Deed of Trust 2. Subordinate Deed of Trust 1. Promissory Note 2. Deed of Trust and Assignment of Rents Containing Covenants, Conditions and Restrictions Running with the Land 3. Loan Agreement 4. Declaration of Restrictions and Option to Purchase Agreement 5. Disclosure, Acknowledgement and Assumption Agreement City limits Shelly Dunby 318 First Street Winters, CA 95694 530-795-4910 ext. 104 530-795-4935 First Time Home Buyers DPA Program The Cottages at Carter Ranch City of Woodlake Home Buyer Assistance Program (CDBG Funds) 1. 2. 3. 4. Promissory Note Secured by Deed of Trust Short Form Deed of Trust Three Year Grant Agreement Loan Agreement City limits William Lewis 350 N. Valencia Woodlake, CA 93286 209-564-8055 Home Buyer Assistance Program (HOME Funds) 1. Promissory Note Secured by Deed of Trust 2. Short Form of Deed of Trust 3. Loan Agreement 1. 2. 3. 4. Note Note Rider Deed of Trust & Assignment of Rents Deed of Trust Rider Citywide Home Buyer Assistance Program (Gentle Hils) Gentle Hills Estates in Woodlake City of Woodland HOME Program 1. Promissory Note (Secured by Deed of Trust) 2. Deed of Trust (Single Family Owner-Occupied Residence) 3. Home Buyer Assistance Program Loan Agreement 1. Promissory Note (Secured by Deed of Trust) 2. Deed of Trust (Single Family Owner-Occupied Residence) 3. Home Buyer Assistance Program Loan Agreement Incorporated area Aaron Laurel 300 First St. Woodland, CA 95695 530-661-5823 530-406-0832 City of Yuba City HOME Investment Partnerships (HOME) Program Incorporated city limits Eugene Palazzo 1201 Civic Center Boulevard Yuba City, CA 95993 530-822-4722 530-822-4694 Total Number of Entities 318 Total Number of Programs 529 115 36 of 36 Last revised 1/07/08 MBS last updated 1/07/08