Welcome to the Department of Housing and Community Development

Right Column

 Asset Management and Compliance Branch (AMC)

Over the last three decades, the Department of Housing and Community Development (HCD) has provided over three billion dollars of funding for the development of affordable housing.  As a result, tens of thousands of low and moderate-income families have a decent, affordable place to live.  AMC's role is to ensure that this housing remains safe and affordable.

Mission

  • To ensure that HCD projects continue to provide safe and affordable housing in partnership with owners and property managers; and
  • To protect the taxpayers’ interests by diligently monitoring the housing to ensure that the housing remains well maintained and financially sound.

REVISIONs TO OLD HCD PROGRAMS

rental Housing Programs

(click on Program name to access Program related forms and information)
  1. California Housing Rehabilitation Program - Rental (CHRP-R)

    Rental rehabilitation loan program funded through Proposition 77 of 1988.

    1. Regulations
    2. Compliance and Reporting Requirements
      1. Annual Operating Budget and Schedule of Rental Income – Due 60 days before the beginning of the fiscal year. The following forms must be included with the submittal of the proposed budget.
        1. Operating Budget Workbook (contains Checklist and Certification; and AMC 180 and 181)
        2. Schedule of Rental Income; refer to the "Official State" Income and Rent Limits
      2. Annual Reports – Due no later than 60 days after the end of the fiscal year. The following must be submitted.
        1. Annual Report Workbook (contains Checklist and Certification; AMC 182 and 184; and CHRP-R/SUHRP 183 and 184).  For individual/separated Annual Report forms, click here.
      3. Certificates of Insurance – Due prior to expiration of coverage; refer to the AMC Insurance Guidelines
      4. Reserve Withdrawal Request - Operating, Replacement or Other Reserves Withdrawal Request
    3. Management Memos and Administrative Notices
      1. Replacement Reserve Guidelines (09-02) - replacement reserve withdrawal policies
      2. Amendment to Administrative Notice 07-03 Loan Extensions and Subordinations, and Use of Reserve Funds (09-03)
        1. Updated Guidance for Loan Extensions and Use of Reserve Funds (07-03)
        2. Operating Reserve Request for Limited Partner Buyout
      3. Consumer Price Index (CPI) Factor for Rent Increase Calculation
        1. for 2012 (11-01)
        2. for 2011 (10-02)
        3. for 2010 (09-01)
        4. for 2009 (08-01)
        5. for 2008 (07-02)
        6. for 2007 (06-01)
        7. for 2006 (05-05)
      4. Preservation Notification Requirements (05-03)
      5. Updated Asset Management and Partnership Management Fee policy (10-01)


  2. California Natural Disaster Assistance Program (CALDAP) - Rental

    Rehabilitation loan program targeted at buildings damaged by the 1989 Loma Prieta earthquake.

    1. Guidelines
    2. Compliance and Reporting Requirements
      1. Annual Operating Budget and Schedule of Rental Income – Due 60 days before the beginning of the fiscal year.
        1. Operating Budget Workbook (contains Checklist and Certification; and AMC 180 and 181)
        2. Schedule of Rental Income; refer to the "Official State" Income Limits
      2. Annual Reports – Due no later than 60 days after the end of the fiscal year. The following must be submitted.
        1. Audit Report (if required by the HCD Regulatory Agreement); refer to the HCD Audit Guidelines
        2. Annual Report Workbook (contains Checklist and Certification; and AMC 182 and 184)
      3. Certificates of Insurance – Due prior to expiration of coverage; refer to the AMC Insurance Guidelines
      4. Reserve Withdrawal Request - Operating, Replacement or Other Reserves Withdrawal Request
    3. Management Memos and Administrative Notices
      1. Replacement Reserve Guidelines (09-02) - replacement reserve withdrawal policies
      2. Preservation Notification Requirements (05-03)


  3. Deferred Payment Rehabilitation Loan Program (DPRLP) - Rental

    Rehabilitation loan program dating from the early 1980s.

    1. Regulations
    2. Compliance and Reporting Requirements
      1. Annual Operating Budget and Schedule of Rental Income (if required by HCD) – Due 60 days before the beginning of the fiscal year.
        1. Operating Budget Workbook (contains Checklist and Certification; and AMC 180 and 181)
        2. Schedule of Rental Income; refer to the "Official State" Income Limits
      2. Certificates of Insurance – Due prior to expiration of coverage; refer to the AMC Insurance Guidelines
      3. Reserve Withdrawal Request - Operating, Replacement or Other Reserves Withdrawal Request
    3. Management Memos and Administrative Notices
      1. Replacement Reserve Guidelines (09-02) - replacement reserve withdrawal policies
      2. Preservation Notification Requirements (05-03)
      3. Updated Asset Management and Partnership Management Fee policy (10-01)


  4. Department of Developmental Services Program (DDS)

    Developments funded by the State’s Department of Developmental Services.

    1. Regulations
    2. Compliance and Reporting Requirements
      1. Annual Operating Budget and Schedule of Rental Income – Due 60 days before the beginning of the fiscal year. The following forms must be included with the submittal of the proposed budget.
        1. Operating Budget Workbook (contains Checklist and Certification; and AMC 180 and 181)
        2. Schedule of Rental Income; refer to the "Official State" Income and Rent Limits
      2. Annual Reports – Due no later than 60 days after the end of the fiscal year.  The following must be submitted.
        1. Annual Report Workbook (contains Checklist and Certification; AMC 182 and 184; and CHRP-R/SUHRP 184). For individual/separated Annual Report forms, click here.
      3. Certificates of Insurance – Due prior to expiration of coverage; refer to the AMC Insurance Guidelines
      4. Reserve Withdrawal Request - Operating, Replacement or Other Reserves Withdrawal Request
    3. Management Memos and Administrative Notices
      1. Replacement Reserve Guidelines (09-02) - replacement reserve withdrawal policies
      2. Preservation Notification Requirements (05-03)
      3. Updated Asset Management and Partnership Management Fee policy (10-01)


  5. Families Moving to Work Program (FMTW)

    Rental loan program authorized in 1999, originally for CalWORKs recipients.

    1. NOFAs/Guidelines
    2. Compliance and Reporting Requirements
      1. Annual Operating Budget and Schedule of Rental Income – Due 60 days before the beginning of the fiscal year. The following forms must be included with the submittal of the proposed budget.
        1. Operating Budget Workbook (contains Checklist and Certification; and AMC 180 and 181)
        2. Schedule of Rental Income; refer to the "MHP" Income and Rent Limits
      2. Annual Reports – Due no later than 60 days after the end of the fiscal year. The following must be submitted.
        1. Audit Report; refer to the HCD Audit Guidelines
        2. Annual Report Workbook (contains Checklist and Certification; and AMC 182 and 184)
      3. Certificates of Insurance – Due prior to expiration of coverage; refer to the AMC Insurance Guidelines
      4. Reserve Withdrawal Request - Operating, Replacement or Other Reserves Withdrawal Request
    3. Management Memos and Administrative Notices
      1. Replacement Reserve Guidelines (09-02) - replacement reserve withdrawal policies
      2. Preservation Notification Requirements (05-03)


  6. Family Housing Demonstration Program (FHDP)

    Loans for shared living and inter-generational housing funded through Proposition 84 of 1988.

    1. Regulations
    2. Compliance and Reporting Requirements
      1. Annual Operating Budget and Schedule of Rental Income – Due 60 days before the beginning of the fiscal year. The following forms must be included with the submittal of the proposed budget.
        1. Operating Budget Workbook (contains Checklist and Certification; and AMC 180 and 181)
        2. Schedule of Rental Income; refer to the "Official State" Income and Rent Limits
      2. Annual Reports – Due no later than 90 days after the end of the fiscal year. The following must be submitted.
        1. Audit Report (if required by the HCD Regulatory Agreement); refer to the HCD Audit Guidelines
        2. Annual Report Workbook (contains Checklist and Certification; and AMC 182 and 184)
      3. Certificates of Insurance – Due prior to expiration of coverage; refer to the AMC Insurance Guidelines
      4. Reserve Withdrawal Request - Operating, Replacement or Other Reserves Withdrawal Request
    3. Management Memos and Administrative Notices
      1. Replacement Reserve Guidelines (09-02) - replacement reserve withdrawal policies
      2. Amendment to Administrative Notice 07-03 Loan Extensions and Subordinations, and Use of Reserve Funds (09-03)
        1. Updated Guidance for Loan Extensions and Use of Reserve Funds (07-03)
        2. Operating Reserve Request for Limited Partner Buyout
      3. Consumer Price Index (CPI) Factor for Rent Increase Calculation
        1. for 2012 (11-01)
        2. for 2011 (10-02)
        3. for 2010 (09-01)
        4. for 2009 (08-01)
        5. for 2008 (07-02)
        6. for 2007 (06-01)
        7. for 2006 (05-05)
      4. Preservation Notification Requirements (05-03)


  7. Joe Serna, Jr. Farmworker Housing Grant Program (JSJFWHG) - AKA Farmworker Housing Grant Program

    Loans and grants for rental developments serving agricultural workers.

    1. Regulations
    2. Compliance and Reporting Requirements
      1. Annual Operating Budget and Schedule of Rental Income – Due 60 days before the beginning of the fiscal year. The following forms must be included with the submittal of the proposed budget.
        1. Operating Budget Workbook (contains Checklist and Certification; and AMC 180 and 181)
        2. Schedule of Rental Income; refer to the "MHP" Income and Rent Limits
      2. Annual Reports – Due no later than 90 days after the end of the fiscal year. The following must be submitted.
        1. Audit Report (if required by the HCD Regulatory Agreement); refer to the HCD Audit Guidelines
        2. Annual Report Workbook (contains Checklist and Certification; and AMC 182 and 184)
      3. Certificates of Insurance – Due prior to expiration of coverage; refer to the AMC Insurance Guidelines
      4. Reserve Withdrawal Request - Operating, Replacement or Other Reserves Withdrawal Request
    3. Management Memos and Administrative Notices
      1. Replacement Reserve Guidelines (09-02) - replacement reserve withdrawal policies
      2. Preservation Notification Requirements (05-03)


  8. Mobilehome Park Resident Ownership Program (MPROP) formerly the Mobilehome Park Assistance Program (MPAP)

    Loans for converting mobilehome parks to ownership or control by resident organizations, nonprofit housing sponsors, or local public agencies.

    1. Regulations
    2. Compliance and Reporting Requirements and Web Links
      1. Annual Operating Budget and Schedule of Rental Income – Due 60 or 90 days (as specified in the HCD Regulatory Agreement) before the beginning of the fiscal year. The following forms must be included with the submittal of the proposed budget.
        1. Operating Budget Workbook (contains Checklist and Certification; and AMC 180 and 181)
        2. Schedule of Rental Income (Program Assistance); refer to the "Official State" Income and Rent Limits
      2. Annual Reports – Due no later than 60 days after the end of the fiscal year. The following must be submitted.
        1. Audit Report; refer to the HCD Audit Guidelines
        2. Annual Report Workbook (contains Checklist and Certification; and AMC 182 and 184)
      3. Certificates of Insurance – Due prior to expiration of coverage; refer to the AMC Insurance Guidelines
      4. Reserve Withdrawal Request - Operating, Replacement or Other Reserves Withdrawal Request
    3. Management Memos and Administrative Notices
      1. Replacement Reserve Guidelines (09-02) - replacement reserve withdrawal policies


  9. Multifamily Housing Program (MHP)

    Current general purpose rental housing development finance program, funded in part through Propositions 46 of 2002 and 1C of 2006.

    1. Guidelines/Regulations
    2. Compliance and Reporting Requirements
      1. Annual Operating Budget and Schedule of Rental Income – Due 60 days before the beginning of the fiscal year. The following forms must be included with the submittal of the proposed budget.
        1. Operating Budget Workbook (contains Checklist and Certification; and AMC 180 and 181)
        2. Schedule of Rental Income; refer to the "MHP" Income and Rent Limits
      2. Annual Reports – Due no later than 90 days after the end of the fiscal year. The following must be submitted.
        1. Audit Report; refer to the HCD Audit Guidelines
        2. Annual Report Workbook (contains Checklist and Certification; and AMC 182 and 184)
        3. AMC 185 - Supportive Housing Report (must be submitted if Supportive Housing units are identified in Exhibit B of the HCD Regulatory Agreement)
        4. AMC 187 - Special Needs Populations, Homeless Youth and Governors Homeless Initiative Report (must be submitted if Special Needs Population, Homeless Youth or Governor's Homeless Initiative units are identified in Exhibit B of the HCD Regulatory Agreement)
      3. Certificates of Insurance – Due prior to expiration of coverage; refer to the AMC Insurance Guidelines
      4. Reserve Withdrawal Request - Operating, Replacement or Other Reserves Withdrawal Request
      5. Third Party Homeless Verification form
      6. Third Party Disability Verification Process for Supportive Housing Projects
    3. Management Memos and Administrative Notices
      1. Replacement Reserve Guidelines (09-02) - replacement reserve withdrawal policies
      2. Preservation Notification Requirements (05-03)


  10. Multifamily Housing Program — Downtown Rebound Program (DRP)

    Small set-aside of MHP funds for infill, adaptive reuse and TOD.

    1. Guidelines
    2. Compliance and Reporting Requirements
      1. Annual Operating Budget and Schedule of Rental Income – Due 60 days before the beginning of the fiscal year. The following forms must be included with the submittal of the proposed budget.
        1. Operating Budget Workbook (contains Checklist and Certification; and AMC 180 and 181)
        2. Schedule of Rental Income; refer to the "MHP" Income and Rent Limits
      2. Annual Reports – Due no later than 90 days after the end of the fiscal year. The following must be submitted.
        1. Audit Report; refer to the HCD Audit Guidelines
        2. Annual Report Workbook (contains Checklist and Certification; and AMC 182 and 184)
      3. Certificates of Insurance – Due prior to expiration of coverage; refer to the AMC Insurance Guidelines
      4. Reserve Withdrawal Request - Operating, Replacement or Other Reserves Withdrawal Request
      5. Third Party Homeless Verification form
      6. Third Party Disability Verification Process for Supportive Housing Projects
    3. Management Memos and Administrative Notices
      1. Replacement Reserve Guidelines (09-02) - replacement reserve withdrawal policies
      2. Preservation Notification Requirements (05-03)


  11. Multifamily Housing Program — Governor's Homeless Initiative (GHI)

    Loans linked to state mental health services funding, serving persons with severe mental illness who are chronically homeless, and resulting from an interagency effort involving the state Department of Mental Health and the California Housing Finance Agency.

    1. Guidelines/Regulations
    2. Compliance and Reporting Requirements
      1. Annual Operating Budget and Schedule of Rental Income – Due 60 days before the beginning of the fiscal year. The following forms must be included with the submittal of the proposed budget.
        1. Operating Budget Workbook (contains Checklist and Certification; and AMC 180 and 181)
        2. Schedule of Rental Income; refer to the "MHP" Income and Rent Limits
      2. Annual Reports – Due no later than 90 days after the end of the fiscal year. The following must be submitted.
        1. Audit Report; refer to the HCD Audit Guidelines
        2. Annual Report Workbook (contains Checklist and Certification; and AMC 182 and 184)
        3. AMC 187 - Special Needs Populations, Homeless Youth and Governors Homeless Initiative Report
      3. Certificates of Insurance – Due prior to expiration of coverage; refer to the AMC Insurance Guidelines
      4. Reserve Withdrawal Request - Operating, Replacement or Other Reserves Withdrawal Request
      5. Third Party Homeless Verification form
      6. Third Party Disability Verification Process for Supportive Housing Projects
    3. Management Memos and Administrative Notices
      1. Replacement Reserve Guidelines (09-02) - replacement reserve withdrawal policies
      2. Preservation Notification Requirements (05-03)


  12. Multifamily Housing Program — Homeless Youth (HY)

    Loans for rental housing serving homeless youth.  Funded through Proposition 1C of 2006.

    1. Guidelines/Regulations
    2. Compliance and Reporting Requirements
      1. Annual Operating Budget and Schedule of Rental Income – Due 60 days before the beginning of the fiscal year. The following forms must be included with the submittal of the proposed budget.
        1. Operating Budget Workbook (contains Checklist and Certification; and AMC 180 and 181)
        2. Schedule of Rental Income; refer to the "MHP" Income and Rent Limits
      2. Annual Reports – Due no later than 90 days after the end of the fiscal year. The following must be submitted.
        1. Audit Report; refer to the HCD Audit Guidelines
        2. Annual Report Workbook (contains Checklist and Certification; and AMC 182 and 184)
        3. AMC 187 - Special Needs Populations, Homeless Youth and Governors Homeless Initiative Report
      3. Certificates of Insurance – Due prior to expiration of coverage; refer to the AMC Insurance Guidelines
      4. Reserve Withdrawal Request - Operating, Replacement or Other Reserves Withdrawal Request
      5. Third Party Homeless Verification form
      6. Third Party Disability Verification Process for Supportive Housing Projects
    3. Management Memos and Administrative Notices
      1. Replacement Reserve Guidelines (09-02) - replacement reserve withdrawal policies
      2. Preservation Notification Requirements (05-03)


  13. Multifamily Housing Program — Supportive Housing (SH)

    Loans for rental housing serving persons who are disabled and homeless or at risk of homelessness.  Funded through Propositions 46 of 2002 and 1C of 2006.

    1. Guidelines/Regulations
    2. Compliance and Reporting Requirements
      1. Annual Operating Budget and Schedule of Rental Income – Due 60 days before the beginning of the fiscal year. The following forms must be included with the submittal of the proposed budget.
        1. Operating Budget Workbook (contains Checklist and Certification; and AMC 180 and 181)
        2. Schedule of Rental Income; refer to the "MHP" Income and Rent Limits
      2. Annual Reports – Due no later than 90 days after the end of the fiscal year. The following must be submitted.
        1. Audit Report; refer to the HCD Audit Guidelines
        2. Annual Report Workbook (contains Checklist and Certification; and AMC 182 and 184)
        3. AMC 185 - Supportive Housing Report (must be submitted if Supportive Housing units are identified in Exhibit B of the HCD Regulatory Agreement)
        4. AMC 187 - Special Needs Populations, Homeless Youth and Governors Homeless Initiative Report (must be submitted if Special Needs Population, Homeless Youth or Governor's Homeless Initiative units are identified in Exhibit B of the HCD Regulatory Agreement)
      3. Certificates of Insurance – Due prior to expiration of coverage; refer to the AMC Insurance Guidelines
      4. Reserve Withdrawal Request - Operating, Replacement or Other Reserves Withdrawal Request
      5. Third Party Homeless Verification form
      6. Third Party Disability Verification Process for Supportive Housing Projects
    3. Management Memos and Administrative Notices
      1. Replacement Reserve Guidelines (09-02) - replacement reserve withdrawal policies
      2. Preservation Notification Requirements (05-03)


  14. Rental Housing Construction Program - Bond (RHCP-B)

    Loans for new multifamily developments, funded through Propositions 84 of 1988 and 107 of 1990

    1. Regulations
    2. Compliance and Reporting Requirements
      1. Annual Operating Budget and Schedule of Rental Income – Due 60 days before the beginning of the fiscal year. The following forms must be included with the submittal of the proposed budget.
        1. Operating Budget Workbook (contains Checklist and Certification; and AMC 180 and 181)
        2. Schedule of Rental Income; refer to the "Official State" Income and Rent Limits
      2. Annual Reports – Due no later than 90 days after the end of the fiscal year. The following must be submitted.
        1. Audit Report; refer to the HCD Audit Guidelines
        2. Annual Report Workbook (contains Checklist and Certification; and AMC 182 and 184)
      3. Certificates of Insurance – Due prior to expiration of coverage; refer to the AMC Insurance Guidelines
      4. Reserve Withdrawal Request - Operating, Replacement or Other Reserves Withdrawal Request
    3. Management Memos and Administrative Notices
      1. Replacement Reserve Guidelines (09-02) - replacement reserve withdrawal policies
      2. Amendment to Administrative Notice 07-03 Loan Extensions and Subordinations, and Use of Reserve Funds (09-03)
        1. Updated Guidance for Loan Extensions and Use of Reserve Funds (07-03)
        2. Operating Reserve Request for Limited Partner Buyout
      3. Consumer Price Index (CPI) Factor for Rent Increase Calculation
        1. for 2012 (11-01)
        2. for 2011 (10-02)
        3. for 2010 (09-01)
        4. for 2009 (08-01)
        5. for 2008 (07-02)
        6. for 2007 (06-01)
        7. for 2006 (05-05)
      4. Preservation Notification Requirements (05-03)


  15. Rental Housing Construction Program - Original (RHCP-O)

    Loans and operating subsidies for new multifamily developments; active in the early 1980s.

    1. Regulations
    2. Compliance and Reporting Requirements
      1. Annual Operating Budget and Schedule of Rental Income – Due 90 days before the beginning of the fiscal year. The following forms must be included with the submittal of the proposed budget.
        1. Operating Budget Workbook (contains Certifications and AMC 180a and 181a)
          1. Operating Budget Workbook Instructions
        2. Schedule of Rental Income; refer to schedule of income limits, base rents & utility allowances (SILBRUA) that is emailed annually by HCD to each project.
      2. Annual Reports – Due no later than 90 days after the end of the fiscal year. The following must be submitted.
        1. Audit Report; refer to the HCD Audit Guidelines
        2. Annual Report Workbook (contains Checklist and Certification; and AMC 182 and 184)
      3. Certificates of Insurance – Due prior to expiration of coverage; refer to the AMC Insurance Guidelines
      4. Reserve Withdrawal Request - Operating, Replacement or Other Reserves Withdrawal Request
    3. Management Memos and Administrative Notices
      1. Replacement Reserve Guidelines (09-02) - replacement reserve withdrawal policies
      2. Preservation Notification Requirements (05-03)


  16. Special User Housing Rehabilitation Program (SUHRP) - Rental

    Rehabilitation loans made in the 1980s for residential hotels, group homes for the disabled, and similar specialized developments.

    1. Regulations
    2. Compliance and Reporting Requirements
      1. Annual Operating Budget and Schedule of Rental Income – Due 60 days before the beginning of the fiscal year. The following forms must be included with the submittal of the proposed budget.
        1. Operating Budget Workbook (contains Checklist and Certification; and AMC 180 and 181)
        2. Schedule of Rental Income; refer to the "Official State" Income and Rent Limits
      2. Annual Reports – Due no later than 60 days after the end of the fiscal year. The following must be submitted.
        1. Annual Report Workbook (contains Checklist and Certification; AMC 182 and 184; and CHRP-R/SUHRP 183 and 184). For individual/separated Annual Report forms, click here.
      3. Certificates of Insurance – Due prior to expiration of coverage; refer to the AMC Insurance Guidelines
      4. Reserve Withdrawal Request - Operating, Replacement or Other Reserves Withdrawal Request
    3. Management Memos and Administrative Notices
      1. Replacement Reserve Guidelines (09-02) - replacement reserve withdrawal policies
      2. Consumer Price Index (CPI) Factor for Rent Increase Calculation
        1. for 2012 (11-01)
        2. for 2011 (10-02)
        3. for 2010 (09-01)
        4. for 2009 (08-01)
        5. for 2008 (07-02)
        6. for 2007 (06-01)
        7. for 2006 (05-05)
      3. Preservation Notification Requirements (05-03)
      4. Updated Asset Management and Partnership Management Fee policy (10-01)


  17. State Earthquake Rehabilitation Assistance Program (SERA) - Rental

    Rehab loans for buildings damaged by the 1987 Whittier earthquake.

    1. Guidelines
    2. Compliance and Reporting Requirements
      1. Annual Operating Budget and Schedule of Rental Income – Due 60 days before the beginning of the fiscal year. The following forms must be included with the submittal of the proposed budget.
        1. Operating Budget Workbook (contains Checklist and Certification; and AMC 180 and 181)
        2. Schedule of Rental Income; refer to the "Official State" Income and Rent Limits
      2. Annual Reports – Due no later than 60 days after the end of the fiscal year. The following must be submitted.
        1. Audit Report; refer to the HCD Audit Guidelines
        2. Annual Report Workbook (contains Checklist and Certification; AMC 182 and 184; and CHRP-R/SUHRP 183 and 184). For individual/separated Annual Report forms, click here.
      3. Certificates of Insurance – Due prior to expiration of coverage; refer to the AMC Insurance Guidelines
      4. Reserve Withdrawal Request - Operating, Replacement or Other Reserves Withdrawal Request
    3. Management Memos and Administrative Notices
      1. Replacement Reserve Guidelines (09-02) - replacement reserve withdrawal policies
      2. Preservation Notification Requirements (05-03)
      3. Updated Asset Management and Partnership Management Fee policy (10-01)


  18. Transit Oriented Development Housing Program (TOD)

    Loans for rental developments near transit stations; funded through Proposition 1C of 2006.

    1. Guidelines/Regulations
    2. Compliance and Reporting Requirements
      1. Annual Operating Budget and Schedule of Rental Income – Due 60 days before the beginning of the fiscal year. The following forms must be included with the submittal of the proposed budget.
        1. Operating Budget Workbook (contains Checklist and Certification; and AMC 180 and 181)
        2. Schedule of Rental Income; refer to the "MHP" Income and Rent Limits
      2. Annual Reports – Due no later than 90 days after the end of the fiscal year. The following must be submitted.
        1. Audit Report; refer to the HCD Audit Guidelines
        2. Annual Report Workbook (contains Checklist and Certification; and AMC 182 and 184)
        3. AMC 185 - Supportive Housing Report (must be submitted if Supportive Housing units are identified in Exhibit B of the HCD Regulatory Agreement)
        4. AMC 187 - Special Needs Populations, Homeless Youth and Governors Homeless Initiative Report (must be submitted if Special Needs Population, Homeless Youth or Governor's Homeless Initiative units are identified in Exhibit B of the HCD Regulatory Agreement
      3. Certificates of Insurance – Due prior to expiration of coverage; refer to the AMC Insurance Guidelines
      4. Reserve Withdrawal Request - Operating, Replacement or Other Reserves Withdrawal Request
      5. Third Party Homeless Verification form
      6. Third Party Disability Verification Process for Supportive Housing Project
    3. Management Memos and Administrative Notices
      1. Replacement Reserve Guidelines (09-02) - replacement reserve withdrawal policies
      2. Preservation Notification Requirements (05-03)

Individual Annual Report Forms

The forms below are included in the Annual Report Workbook, which is available above (see Compliance and Reporting Requirements - Annual Reports).  If preferred, the forms are available as individual/separated forms here.

Links

Contact Information

If you have questions please call the AMC Branch’s public number: (916) 324-8282.