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["PROPOSAL FOR MANAGEMENT AGENT",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Rev. 5/14/2026",null,null,null,null,null,"Alameda"]
["For Approval of: ",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Alpine"]
["INSTRUCTIONS: When opening this file, a yellow banner at the top may appear with a button that says, \"Enable Editing\", and/or \"Enable Macros\". It is essential that you click this box(es) so that the macros are enabled. Enabling macros is necessary for full workbook/application functionality.\nWARNING: For full functionality, use a PC with Microsoft Office 2013 or newer. Excel on Mac may not fully support the macros.",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Amador"]
["Housing and Community Development (HCD): Complete entire form. For additional HCD Required documents, select HCD as a funding type below.\nCalifornia Housing Finance Agency (CalHFA): Complete entire form. For additional required CalHFA documents, select CalHFA as a funding type below.\nCalifornia Tax Credit Allocation Committee (CTCAC) - Third Party Management Company Change: for additional CTCAC required documents, select CTCAC as a funding type below. Complete rows 6-31 and 133-137 and the certification portion below.\nCalifornia Tax Credit Allocation Committee (CTCAC) - Self-Management Change: for additional required CTCAC documents, select CTCAC as a funding type below. Complete rows 6-31 and 144-154 only and the certification portion below.\nIf multiple agencies require the same docs (Management Agreement, Management Plan Checklist, Appeal and Grievance Procedures), only one submission is needed.",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Butte"]
["PROJECT INFORMATION",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Calaveras"]
["Project Name:",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Colusa"]
["Street Address:",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Contra Costa"]
["City:",null,null,null,null,null,null,null,null,null,null,null,null,"State:",null,"CA","Zip Code:",null,null,null,null,null,null,null,"County:",null,null,null,null,null,null,null,null,null,null,"Del Norte"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"El Dorado"]
["PROJECT FUNDING SOURCES",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Fresno"]
["Funding Sources:",null,null,null,null,null,null,"Contract # / Project ID #",null,null,null,null,null,"Contract # / Project ID #",null,null,null,null,null,"Contract #",null,null,null,null,null,"Contract #",null,null,null,null,null,null,null,null,null,"Glenn"]
["HCD:",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Humboldt"]
["CalHFA:",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Imperial"]
["CTCAC:",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Inyo"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Kern"]
["PROJECT CHANGES",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Kings"]
["Current Management Company",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Lake"]
["Entity Name:",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Lassen"]
["Mailing Address:",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Los Angeles"]
["Phone: ",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Email:",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Madera"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Marin"]
["New Management Company",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Mariposa"]
["Entity Name:",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Mendocino"]
["Street Address:",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Merced"]
["Phone: ",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Email:",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Modoc"]
["Corporate/ Mailing Address:",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Mono"]
["Corporate Phone: ",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Corp. Email:",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Monterey"]
["Date of Change:",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Napa"]
["Year Founded: ",null,null,null,null,null,null,null,null,null,null,null,null,"Year Property Mgmt. Activities Started:",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Nevada"]
["Names and Titles of Principals: ",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Orange"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Placer"]
["Does your firm provide any of the following services? ",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Plumas"]
["Real estate sales / brokerage:",null,null,null,null,null,null,null,null,null,null,"Mortgage banking:",null,null,null,null,null,null,null,null,null,null,"Real estate development:",null,null,null,null,null,null,null,null,null,null,null,null,"Riverside"]
["Insurance:",null,null,null,null,null,null,null,null,null,null,"Market analysis:",null,null,null,null,null,null,null,null,null,null,"Feasibility studies:",null,null,null,null,null,null,null,null,null,null,null,null,"Sacramento"]
["Other:",null,null,null,null,null,null,null,null,null,null,"If other, please specify below",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"San Benito"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"San Bernardino"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"San Diego"]
["Additional Information",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"San Francisco"]
["Number of employees:",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Number of Executives:",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"San Joaquin"]
["Type of Firm:",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"If other, please explain below",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"San Luis Obispo"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"San Mateo"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Santa Barbara"]
["Please submit a copy of your: ",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Attached?",null,null,null,null,null,null,"Santa Clara"]
["California real estate / broker’s license:",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Santa Cruz"]
["Management Corporation's certificate of status and statement of officers (if applicable): ",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Shasta"]
["List of the rental properties currently and previously managed by the proposed agent:",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Sierra"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Siskiyou"]
["Have any of your licenses, certificates or accreditations ever been restricted, suspended or terminated?",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"If Yes, please explain below",null,null,null,null,null,null,null,null,"Solano"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Sonoma"]
["How many clients do you currently represent?",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Stanislaus"]
["What type of properties do you manage?",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Sutter"]
["Multi-Family:",null,null,null,null,null,null,null,null,null,null,"Subordinate Bond Loans:",null,null,null,null,null,null,null,null,null,null,"School Facilities Fee Program:",null,null,null,null,null,null,null,null,null,null,null,null,"Tehama"]
["Elderly/Senior:",null,null,null,null,null,null,null,null,null,null,"Perm Bond Loans Risk:",null,null,null,null,null,null,null,null,null,null,"MIP Loans:",null,null,null,null,null,null,null,null,null,null,null,null,"Trinity"]
["Supportive Housing:",null,null,null,null,null,null,null,null,null,null,"Share Loans:",null,null,null,null,null,null,null,null,null,null,"CDLAC Projects",null,null,null,null,null,null,null,null,null,null,null,null,"Tulare"]
["Special Needs:",null,null,null,null,null,null,null,null,null,null,"Section 8:",null,null,null,null,null,null,null,null,null,null,"Other:",null,null,null,null,null,null,null,null,null,null,null,null,"Tuolumne"]
["MHSA/SNHP Loans:",null,null,null,null,null,null,null,null,null,null,"PRA 811:",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Ventura"]
["If other, please specify",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Yolo"]
[null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Yuba"]
["How many of your managed developments have experienced a default?\nIf any, provide details, including project name and circumstances surrounding each default, if cured, workout and mortgage modification agreements, assignments, foreclosures, and any other pertinent information. Use extra sheets if necessary."]
[]
["Over the past five years, how many property management contracts have been terminated prior to the expiration date?\nIf any, please provide the names and addresses of these developments as well as the reasons and circumstances surrounding each termination."]
[]
["Over the past five years, how many property management contracts were not renewed upon expiration?\nIf any, please provide the names and addresses of these developments as well as the reasons and circumstances surrounding each non-renewal."]
[]
["Has your firm or personnel staff ever been involved in a government judicial action concerning a violation of fair housing laws?  (If yes, explain.)"]
[]
["Does your firm have a surety bond?"]
["If no, is it eligible for one?"]
["If yes, what is the amount of bond?"]
["Name of bonding company:"]
[]
["References"]
["Bank: ",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Phone:"]
["Professional: ",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Phone:"]
["Client:",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Phone:"]
["Contact person for Operations:",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Phone:"]
[]
["CERTIFICATION"]
["The undersigned here certifies that the information set forth in this document and in any attachment in support thereof is true, correct, and complete to the best of his or her knowledge and belief. "]
[null,null,"I acknowledge that my typed name below represents my electronic signature and carries the same legal weight as if signed and submitted manually. This acknowledgement is with the understanding that the agencies involved are accepting electronic signatures in place of a required wet signature."]
["Project Owner/Sponsor: "]
["    "]
["Printed Name",null,null,null,null,null,null,null,null,null,"Title of Signatory",null,null,null,null,null,null,null,null,null,"Signature",null,null,null,null,null,null,null,null,null,"Date"]
[null,null,"I acknowledge that my typed name below represents my electronic signature and carries the same legal weight as if signed and submitted manually. This acknowledgement is with the understanding that the agencies involved are accepting electronic signatures in place of a required wet signature."]
["Proposed Management Agent:"]
["    "]
["Printed Name",null,null,null,null,null,null,null,null,null,"Title of Signatory",null,null,null,null,null,null,null,null,null,"Signature",null,null,null,null,null,null,null,null,null,"Date"]
[]
["DOCUMENT CHECKLIST"]
["Housing and Community Development"]
["Pursuant to HCD regulations, our staff will review all required documentation to determine if the management experience is sufficient and that all documents fit within the loan type(s) regulations, and that the Housing First and Pet Act Laws are not being violated. Please submit the following documentation along with the Proposal for Management Agent to your Occupancy Representative for review. Items 1, 5 & 9 or 10 from the list below are only required if the Initial Agent box is selected in cell H2 above. All other numbered documents are required for both. Items 1, 3, 5, 7, 9 & 10 can be found on our website at https://www.hcd.ca.gov/funding/reporting-and-compliance-loan or by clicking the links below:"]
["Documents:",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Attached?"]
["1.)","Consolidated Annual Occupancy Report Workbook (with program-applicable tabs completed)"]
["2.)","Management Agreement"]
["3.)","Management Plan Checklist"]
["4.)","Management Plan (including the following attachments)\n•  Wait list\n•  Landlord reference letter\n•  Verification forms/letters\n•  Replacement/Useful Life schedule (should include at a minimum: roof, parking lot paving, carpeting and flooring, workshop if applicable, kitchen appliances, landscaping, common area appliances, solar systems and machinery, HVAC, and other as applicable)\n•  Preventative maintenance schedule (should include at a minimum: unit appliances, roofs and gutters, unit heater and air conditioner, common area mechanical equipment and structural elements, common area heater and air conditioner, tools and service equipment, fire prevention equipment including fire alarms and extinguishers, security hardware including doors locks and lights, fences and building exteriors, windows and screens, exterior lighting and landscape maintenance including pest control lawn sprinklers and tree/shrub/lawn care)"]
["5.)","Schedule of Rental Income"]
["6.)","Marketing and Tenant Selection Plan\n•  Marketing Plan\n•  Tenant Selection Plan"]
["7.)","Appeal and Grievance Procedure"]
["8.)","Rental Agreement Exhibits (including the following attachments)\n•  Residential Lease\n•  Application for Occupancy/Recertification (must reference Housing First Practices)\n•  Notification letters to applicants regarding eligibility/ineligibility\n•  House Rules\n•  Violence Against Women Act Addendum (VAWA)"]
["9.)","Either HCD Lease Addendum (English) or"]
["10.)","HCD Lease Addendum (Spanish)"]
["11.)","Copy of current Utility Allowance with relevant components circled or highlighted"]
["DOCUMENT CHECKLIST"]
["California Housing Finance Agency"]
["CalHFA will process the Management Agent Change request according to agency regulations. Please review the following and submit required documents for review. "]
["All multifamily projects financed by CalHFA must submit the following documents prior to the management agent approval: "]
["Documents:",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Attached?"]
["Property Management Agreement between the Owner and incoming Management Company to be fully executed upon final agency approval"]
["Management Plan"]
["Affordable Housing Marketing and Outreach Plan (All Programs excluding PRA 811, Risk Share)"]
["Audited Financial Statements for the most recent fiscal year are required for any incoming management company without prior experience managing CalHFA-financed Properties.  Please note: At CalHFA's discretion, Audited Financial Statements may be requested regardless of prior experiences"]
["Fidelity Insurance Bond"]
["Appeal and Grievance Procedures"]
["Taxpayer Identification Number and Certification – IRS Form W-9"]
["Automatic Payment Authorization"]
["Webloans Access Request Form"]
["Additional requirements for multifamily projects with insurance by HUD Risk Share, PRA 811, or Section 8 properties:"]
["Previous Participation Certification - Form HUD-2530 (Risk share & Section 8 ONLY)"]
["Grievance Procedure – Follow Federal guidelines (PRA 811 and Section 8 ONLY) "]
["Management Entity Profile – Form HUD-9832 (Risk share & Section 8 ONLY)"]
["Management Certification – Form HUD-9839A (Owner Managed) or 9839B (Identity of Interest or Independent Management Agent) (Risk share & Section 8 ONLY)"]
["Affirmative Fair Housing Marketing Plan (Risk-Share ONLY)"]
["Training and/or certification with federally subsidized programs (PRA 811 ONLY)"]
["Information indicating management company has experience with Voucher Processing, TRACS and Special Claims (PRA 811 ONLY)"]
["EIV Certification (PRA 811 ONLY)"]
["Exhibit 2 - Amendment to Rental Assistance Contract (PRA 811 ONLY)"]
["DOCUMENT CHECKLIST"]
["California Tax Credit Allocation Committee - Third Party Management Company Change Request Checklist"]
["Third Party Management Company Change Request Checklist\nThis checklist is to be used when an owner requests a change from the current third-party management company to a different third-party management company. "]
["Please prepare and submit the following documentation:"]
["Documents:",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Attached?"]
["Proposal for Management Agent Form (FKA CTCAC Management Agent Review Form) *** Please complete rows 9-36 only"]
["Completed Attachment 22 - Management Company Experience for the incoming management company evidencing management experience including other affordable housing experience or management experience in other states "]
["Management Agreement between the owner and the incoming management company"]
["Project Ownership Profile (POP) identifying the new management company "]
["****CTCAC Regulations, Section 10335(j) requires that $1000 fee be submitted for each management change request. Owners can make payments at https://www.govone.com/PAYCAL/CTCAC/Payment/SelectPaymentType. Please provide a copy of the payment receipt."]
["**** For questions about CTCAC Third Party Management Change or Self-Management, please review Section 10325(c)(1)(A), 10325(c)(1), and 10326(g)(5), of CTCAC Regulations"]
["DOCUMENT CHECKLIST"]
["California Tax Credit Allocation Committee - Self-Management Change Request Checklist"]
["Self-Management Company Change Request Checklist\nThis checklist is to be used when a project owner requests a change from the current third-party management company to owner self-management. "]
["Please prepare and submit the following documentation:"]
["Documents:",null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,null,"Attached?"]
["Proposal for Management Agent Form (FKA CTCAC Management Agent Review Form) *** Please complete rows 9-36 only"]
["Completed Attachment 22 - Management Company Experience for the incoming management company evidencing management experience including other affordable housing experience or management experience in other states "]
["Resume or Qualifications of the Director of Compliance who will oversee the project, their employment history for the previous 10 years, copies of any tax credit or fair housing professional designation certifications, and any business references "]
["Organizational Chart for the owner self-management entity"]
["Project Ownership Profile (POP) identifying the new owner self-management entity."]
["Copy of the Internal Compliance and Operations Manual for all tax credit projects that will be managed by the owner self-management entity "]
["Copy of the Fair Housing Manual for all tax credit projects that will be managed by the owner self-management entity"]
["Contract with third party consulting firms, such as Spectrum, Novogradac, Zeffert, or other nationally recognized Tax Credit consulting agency, to oversee the initial income certifications and re-certifications for the minimum of 2 years or through the next regularly scheduled CTCAC inspection "]
["Signed Statement from the owner acknowledging that adequate on-site management and maintenance personnel will be assigned to the project with a minimum of one permanent maintenance staff and one on-site manager per project. Please include any certifications in Section 42, Fair Housing, and operations the onsite staff may have "]
["Signed Statement from the owner acknowledging that if significant noncompliance is found in either the file or physical audit at the next regularly scheduled CTCAC compliance inspection for the project, CTCAC reserves the right to revoke any approval to owner self-manage and require an experienced third-party management company to assume management at the project "]
["****CTCAC Regulations, Section 10335(j) requires that $1000 fee be submitted for each management change request. Owners can make payments at https://www.govone.com/PAYCAL/CTCAC/Payment/SelectPaymentType [govone.com]. Please provide a copy of the payment receipt."]
["**** For questions about CTCAC Third Party Management Change or Self-Management, please review Section 10325(c)(1)(A), 10325(c)(1), and 10326(g)(5), of CTCAC Regulations"]