HomeMy WebLinkAboutPRR26375 Files Combined
Title: CA Awards $19.4 Million Homekey Grant to City of SLO & People's Self-Help Housing
Release Date: Jan. 18, 2024
Department(s): CDD
Categories: City News, Transportation
Email Topics: City News, Housing & Homelessness
Intro: City of San Luis Obispo and People’s Self Help Housing Corporation awarded $19.4
million to provide more than 70 new permanent supportive housing units to help reduce and
prevent homelessness.
The City of San Luis Obispo and People’s Self-Help Housing Corporation (PSHHC) were
awarded a $19.4 million from the California Department of Housing and Community
Development for the California Homekey Program to buy and convert a Motel 6 into housing
options that will help reduce and prevent homelessness in San Luis Obispo.
“Homekey is a national model for rapidly creating affordable housing for Californians in need,"
said Governor Gavin Newsom. "In a few short years, this initiative has created more than
15,000 homes, to help over 163,000 people. Homekey demonstrates what is possible when
people think outside the box and refuse to accept the status quo.”
This Homekey Round 3 grant will fund the Calle Joaquin Homekey Project, which is an essential
part of the City’s Homelessness Strategic Response Plan to provide much-needed permanent
supportive housing units in San Luis Obispo.
Permanent supportive housing is designed to help people permanently avoid homelessness by
receiving ongoing support such as case management, mental health services, education
services, life skills training, transportation, and more. People’s Self-Help Housing will lead the
project to convert Motel 6 North into more than 70 permanent supportive housing units for
families, individuals and youth experiencing or at-risk of homelessness.
The average number of people experiencing homelessness in San Luis Obispo city limits has
fluctuated between 482 and 385 since 2015, according to local Point-in-Time Count Data. Of
those experiencing homelessness in the City, an average of 37% have been unsheltered,
meaning that they reside in places not meant for human habitation including public spaces,
vehicles, and abandoned buildings. Homelessness has also been on the rise in the United
States since 2016. As a result, Federal and State funding has increased to address issues
related to homelessness.
The California Department of Housing and Community Development manages the Homekey
Program to sustain and rapidly expand housing for persons experiencing homelessness or at
risk of homelessness throughout the state. This year, the California Department of Housing and
Community Development announced the availability of $736 million of Homekey Program grant
funding. To date, more than $605 million of funding has been awarded in the Homekey Round 3
to fund 35 projects.
“Over a three-year period, Homekey has funded projects that will provide housing security to
more than 163,000 Californians over the decades to come,” said HCD Director Gustavo
Velasquez. “The current set of awards includes housing dedicated to veterans, and the
conversion of a shuttered hospital to shelter those experiencing homelessness. This program
has allowed jurisdictions to get creative with adaptive reuse of existing spaces, and with
providing a full array of services that help make homelessness rare, one time, and non-
recurrent.”
In April 2023, City Council authorized staff to apply for the Homekey Round 3 Grant Program in
partnership with People’s Self-Help Housing. In addition to Homekey grant funding, the County
of San Luis Obispo has committed $2.6 million for Calle Joaquin Homekey Project. The Balay
Ko Foundation has also committed $800,000 in gap funding towards acquisition costs and Wells
Fargo committed $150,000 in Homekey Accelerator Funds. The Housing Authority of San Luis
Obispo (HASLO) committed $1.152 million annually, for a 15-year term starting in year 4 of the
project, for project-based vouchers for the permanent supportive housing units.
“We are grateful to the Governor’s Office and for our partnership with People’s Self-Help
Housing Corporation and the County of San Luis Obispo”, said Derek Johnson, City Manager.
“The award of these funds is significant in our efforts to reduce homelessness and permanent
supportive housing is a key missing piece of our County and City strategic plans.
“We are very grateful for the City of San Luis Obispo’s leadership, that spurred this effort to
substantially address our community’s critical need for more affordable housing,” said Ken
Trigueiro, CEO & President of People’s Self-Help Housing Corporation. “And we are excited to
play a part in such a collaborative and accelerated response to provide permanent supportive
housing for those experiencing homelessness in San Luis Obispo County.”
About People’s Self-Help Housing Corporation
People’s Self-Help Housing Corporation will develop and manage the Calle Joaquin Homekey
Project, bringing over 20 years of experience providing supportive services to residents. The
People’s Self-Help Housing Corporation Supportive Housing Program (SHP) is a clinically
based case management and social services program designed to assist residents in achieving
and maintaining independent functioning and self-sufficiency.
Community members can learn more about People’s Self-Help Housing at www.pshhc.org/slo-
county.
City of SLO News Updates
To receive updates from the City, please register for City News e-notifications on the City’s
website at www.slocity.org/subscribe or follow the City of San Luis Obispo on social media.
For more information about the City of SLO’s Homelessness Response efforts, please visit
www.slocity.org/Homelessness.
Media Contacts
City of San Luis Obispo, Daisy Wiberg, Homelessness Response Manager – Community
Development, dwiberg@slocity.org, 805-781-7025
People’s Self-Help Housing, communications@pshhc.org, 805-548-2340
La ciudad de San Luis Obispo y People's Self-Help Housing Corporation (PSHHC) recibieron
una subvención de 19.4 millones de dólares del Departamento de Vivienda y Desarrollo
Comunitario de California para el programa California Homekey con el fin de comprar y
convertir un Motel 6 en opciones de alojamiento que ayudarán a reducir y prevenir la falta de
vivienda en San Luis Obispo.
“Homekey es un modelo nacional para crear rápidamente viviendas asequibles para los
californianos necesitados," dijo el gobernador Gavin Newsom. "En pocos años, esta iniciativa
ha creado más de 15,000 hogares, para ayudar a más de 163,000 personas. Homekey
demuestra lo que es posible cuando la gente piensa fuera de la caja y se niega a aceptar el
status quo.”
Esta subvención de Homekey Round 3 financiará el Proyecto Calle Joaquin Homekey, que es
una parte esencial del Plan Estratégico de Respuesta a las Personas sin Hogar de la Ciudad de
San Luis Obispo para proporcionar unidades de vivienda de apoyo permanente muy necesarias
en San Luis Obispo.
La vivienda de apoyo permanente está diseñada para ayudar a las personas a evitar
permanentemente la falta de hogar al recibir apoyo continuo, como administración de casos,
servicios de salud mental, servicios educativos, capacitación en habilidades para la vida,
transporte y más. People’s Self-Help Housing liderará el proyecto para convertir Motel 6 Norte
en 75 unidades de vivienda de apoyo permanente para familias, individuos, y jóvenes que
experimentan o están en riesgo de quedarse sin hogar.
“Estamos agradecidos con la Oficina de Gobernaciones y por nuestra asociación con
Peopleens Self-Help Housing Corporation y el Condado de San Luis Obispo,” dijo Derek
Johnson, Gerente de la Ciudad. “La adjudicación de estos fondos es significativa en nuestros
esfuerzos por reducir la falta de vivienda y la vivienda de apoyo permanente es una pieza clave
que falta en nuestros planes estratégicos del Condado y la Ciudad.
El número promedio de personas sin hogar en los límites de la ciudad de San Luis Obispo ha
fluctuado entre 482 y 385 desde 2015, según los Datos locales de Recuento de Punto en
Tiempo. De los que experimentan la falta de hogar en la ciudad, un promedio del 37% no han
sido protegidos, lo que significa que residen en lugares no destinados a la habitación humana,
incluidos espacios públicos, vehículos y edificios abandonados. La falta de hogar también ha
ido en aumento en los Estados Unidos desde 2016. Como resultado, los fondos federales y
estatales han aumentado para abordar los problemas relacionados con la falta de hogar.
El Departamento de Vivienda y Desarrollo Comunitario de California administra el Programa
Homekey para mantener y expandir rápidamente la vivienda para personas sin hogar o en
riesgo de quedarse sin hogar en todo el estado. Este año, el Departamento de Vivienda y
Desarrollo Comunitario de California anunció la disponibilidad de $736 millones de fondos de
subvenciones del Programa Homekey. Hasta la fecha, se han otorgado más de $605 millones
de fondos en la Ronda 3 de Homekey para financiar 35 proyectos.
“En un período de tres años, Homekey ha financiado proyectos que proporcionarán seguridad
de vivienda a más de 163,000 californianos en las próximas décadas,” dijo el director de HCD,
Gustavo Velásquez. “El conjunto actual de premios incluye hogares dedicados a veteranos y la
conversión de un hospital cerrado para albergar a aquellos que experimentan falta de hogar.
Este programa ha permitido a las jurisdicciones ser creativas con la reutilización adaptativa de
los espacios existentes y con la prestación de una gama completa de servicios que ayudan a
que la falta de hogar sea rara, única y no recurrente
En abril de 2023, el Ayuntamiento autorizó al personal a solicitar el Programa de Subvenciones
de la Ronda 3 de Homekey en asociación con People’s Self-Help Housing. Además de la
financiación de la subvención Homekey, el Condado de San Luis Obispo ha comprometido $2.6
millones para el Proyecto Calle Joaquin Homekey. La Fundación Balay Ko también ha
comprometido $800,000 en fondos de brecha hacia los costos de adquisición y Wells Fargo
comprometió $150,000 en Homekey Accelerator Funds. La Autoridad de Hogares de San Luis
Obispo (HASLO) comprometió $1.152 millones anuales, por un plazo de 15 años a partir del
año 4 del proyecto, para vales basados en proyectos para las unidades permanentes de
vivienda de apoyo.
“Estamos muy agradecidos por el liderazgo de la Ciudad de San Luis Obispo, que estimuló este
esfuerzo para abordar sustancialmente la necesidad crítica de nuestra comunidad de viviendas
más asequibles,” dijo Ken Trigueiro, CEO & Presidente de la Corporación de People’s Self-Help
Housing. “Y estamos entusiasmados de desempeñar un papel en una respuesta tan
colaborativa y acelerada para proporcionar viviendas de apoyo permanentes para aquellos que
experimentan falta de vivienda en el condado de San Luis Obispo.”
Acerca de Peopleans Self-Help Housing Corporation
Peopleans Self-Help Housing Corporation desarrollará y administrará el Proyecto Calle Joaquin
Homekey, aportando más de 20 años de experiencia brindando servicios de apoyo a los
residentes. El Programa de Vivienda de Apoyo de la Corporación de Vivienda de Autoayuda
para Personas (SHP) es un programa de administración de casos y servicios sociales
clínicamente basado diseñado para ayudar a los residentes a lograr y mantener un
funcionamiento y autosuficiencia independientes.
Los miembros de la comunidad pueden obtener más información sobre la Vivienda de
Autoayuda para Personas en www.pshhc.org/slo-county.
Para obtener más información sobre los esfuerzos de Respuesta a la Falta de Vivienda de la
Ciudad de SLO, visite www.slocity.org/Homelessness.
Para recibir actualizaciones de la Ciudad, regístrese para recibir notificaciones electrónicas de
City News en el sitio web de los Ayuntamientos en www.slocity.org/suscríbase o siga a la
Ciudad de San Luis Obispo en las redes sociales.
Notes for Beacon (Homekey) meeting 08-13-25
• City and PSHH received HCD letter RE 24-45 Expenditure Report on 08-12-25
need to make corrections to expenditures and match to various funding
sources. Jessica said the requested corrections are minor and she expects
to send back reply end today or definitely by end of week. She will CC city
folks. [NOTE Jessica sent over via email on 8/13/24.]
• PSHH received two additional point deductions for which they need to
appeal: 1) they need letter from Housing Authority; 2) their appraisal does not
meet TCAC standards because it doesn’t include value of vacant property.
They have resubmitted appeal. HA letter they had, wasn’t included in USB
submittal – that should be ok, the appraisal may be an issue – if they deny,
they may go to committee to see if they can appeal there.
• On parallel, they are applying for 4% TCAC – due Sept 9th. This would cause
another 2 mos delay. Same scope – they use state credits in conjunction
with federal credits. Would have time to fix appraisal. Now there are three
courses of action 1)9% TCAC award- occupy March 2026; 2)4% TCAC award-
occupy May 2026; 3)no TCAC award – occupy end September.
• Partial occupancy – possible but depends on work needed to close all
buildings – pluming, switch gear. They will discuss on AUG 27th with CAPSLO
and 5CHC – to see if partial occupancy is warranted due to population who
may need temporary housing. Advised City still interested in partial
occupancy.
• Construction should be completed end first week of September and ok to
occupy (if no TCAC). There have been some delays due to plumbing leaks
and at fire hydrant. )
• If TCAC and building submittal forthcoming for phase II of project then PSHH
asks if City can plan check expeditiously to issue permit. [Note: per DA – not
in HFHSZ.]
Homekey Round 3
Engaging the Target Population Statement
Project Name: Calle Joaquin Homekey
Project Address: 1433 Calle Joaquin, San Luis Obispo, CA 93405
Eligible Applicant: City of San Luis Obispo
In order to engage the Target Population to inform the design of the Calle Joaquin Homekey project, the
City worked with co-applicant People’s Self-Help Housing, Inc. (PSHH), and partners San Luis Obispo
County, the Housing Authority of San Luis Obispo County (HASLO), homeless service providers, and
community-based organizations to employ community forums, surveys, feedback sessions, and strategic
planning that culminated in the proposed Calle Joaquin Homekey project.
In March 2023, the City of San Luis Obispo adopted its first ever Homelessness Response Strategic Plan, in
alignment with its Major City Goal for Housing and Homelessness, to outline objectives and key tasks to
prevent and address homelessness. The Strategic Plan identifies the Homekey program in a key task to
submit funding applications to provide new transitional and permanent supportive housing resources.
Community feedback played a vital role in shaping the City’s Strategic Plan, including online and in-person
surveys and key stakeholder feedback sessions that were convened in the Fall of 2022. These forums
provided participants with the opportunity to share feedback on the most pressing concerns related to
homelessness, available resources, and opportunities for future efforts in each of the plan’s five key
component areas.
Community input was collected through an online survey that was posted on the City’s Homelessness
Prevention and Assistance webpage and a total of 592 responses were received. The City’s Homelessness
Response Manager and Homelessness Response Coordinator also conducted individual surveys with
unsheltered and unhoused individuals to incorporate their lived experience and valuable insight into the
strategic plan. A total of 23 individuals participated in the survey, including 11 unsheltered individuals and
12 individuals living out of their vehicles. The surveys were conducted on-site at service provider locations,
to ensure accessibility. A key finding from the community surveys was the need for additional transitional
and permanent supportive housing within the City of San Luis Obispo.
In addition to individual surveys, City staff also engaged key stakeholders in a series of feedback sessions.
To encourage productive and honest discussion, staff identified six distinct stakeholder groups. This
intentional format encouraged individuals and organizations to provide necessary feedback regardless of
their relationship with the City (e.g. grant recipients, permit applicants, etc.). The stakeholder groups
included:
1. Homeless Service Providers
2. Housing Service Providers
3. Healthcare Providers
4. Grassroots/Activists Groups
5. Business Community
6. Community and Faith-Based Groups
The stakeholder feedback sessions facilitated collaborative and strategic conversations with regional
partners who have continued to engage in regular meetings with the City and County to develop initiatives
like the Calle Joaquin Homekey project, safe parking programs, and other interim and permanent
supportive housing opportunities.
The City’s Homelessness Response Strategic Plan focuses on three target populations – chronically
homeless individuals, medically vulnerable individuals, and families. The plan outlines objectives and key
tasks aimed at serving those populations. The five key components of the Strategic Plan are regional
collaboration and engagement, communications, data, pilot programs, and funding opportunities. Key
tasks in the plan that are relevant to the Calle Joaquin Homekey Project include:
1. Work with the County to support transitional and permanent supportive housing options.
2. Establish consistent web, print, and field outreach resources across the region for people
vulnerable to or currently experiencing homelessness that are easily accessible and provide clear
information on accessing needed services.
3. Establish partnerships with key stakeholder groups including housing providers, homeless services
providers, and faith-based community organizations to provide new transitional and permanent
supportive housing resources for individuals and families.
4. Research emergency and transitional shelter, and permanent supportive housing, programs that
address target beneficiary populations and advocate for further development of small-scale pilot
programs.
5. Collaborate with County and regional partners to strategically apply for ongoing and one-time
homelessness response funding opportunities.
6. Establish partnerships with housing developers and homeless services providers to submit funding
applications in coordination with the County (e.g. Homekey grant funding) that will provide new
transitional and permanent supportive housing resources for families.
In discussion with project partners, the Calle Joaquin Homekey project identified chronically homeless
individuals, families, and youth as the target population, in alignment with the City’s Strategic Plan and
San Luis Obispo’s Countywide Plan to Address Homelessness, which prioritizes homeless youth or youth
at risk of homelessness.
The City and People’s Self-Help Housing (PSHH) developed the project parameters in partnership with the
County of San Luis Obispo, the Housing Authority of San Luis Obispo, local homeless service providers, and
community-based organizations. Local homeless service providers were directly engaged to inform the
final project design, including the mix of units for homeless and chronically homeless individuals, families,
and youth. Community Action Partnership of San Luis Obispo (CAPSLO), PSHH Supportive Housing Program
(SHP), and 5 Cities Homeless Coalition provided direct input on the target population, affordability levels
and unit mix. Together, the City, PSHH, and providers assessed existing housing opportunities in order to
identify the highest unmet needs. As a result of the collaboration, the City and PSHH developed a diverse
unit mix targeting not only small households but also identified the opportunity to create larger units
onsite to accommodate families. Project planning efforts also included discussing the Coordinated Entry
System referral process.
The PSHH Supportive Housing Program (SHP), which will be implemented for the Calle Joaquin Homekey
project, is a clinically based case management and social services program that has been providing services
to People’s Self-Help Housing (PSHH) residents since 2004. SHP provides cost free, voluntary, and
confidential services that are available to all PSHH residents. The program is designed to assist residents
in achieving and maintaining independent functioning and self-sufficiency. SHP currently has eleven
master’s level clinicians on staff who provide supportive housing services to 54 properties in three
counties. Five of these clinicians on staff are Licensed and all other staff are Licensed eligible. Currently,
PSHH is housing 761 formerly unhoused individuals. In 2022, the SHP supported 1,613 residents who
received 8,719 hours of direct clinical case management services. PSHH’s SHP services will be
supplemented by service amenities provided by 5 Cities Homeless Coalition (5CHC). 5CHC is a key
homeless service provider in the San Luis Obispo region. 5CHC will be a service partner for the youth
component of the Calle Joaquin Homekey project.
Residents of Calle Joaquin Homekey will be given an opportunity to complete a bi-annual resident
satisfaction survey issued by the PSHH SHP. Through this survey residents will be able to contribute to
overall service program design and delivery with their evaluation of onsite services. In addition, onsite
social worker and management staff will be in constant communication with the future residents to
identify and respond to needs and opportunities for programming and optimal operations.
The City presented the proposed Homekey project at a City Council meeting on July 24, 2023, providing
an opportunity for public comment from community members. The City Council agenda was posted online
and outside of City Hall, and meeting attendees included local service providers, media, and community
members. The City and People’s Self Help Housing also hosted a neighborhood meeting on October 11,
2023, to provide an opportunity for surrounding businesses and community members to learn more about
the proposed project, ask questions, and provide feedback. Outreach for the meeting included hand
delivered, emailed, and mailed invites to local business and property owners. Attendance was limited, but
helpful questions were raised that will inform the project design and future community meetings. If
awarded the Homekey grant funding, the City and People’s Self-Help Housing will prioritize engaging the
target population for the Calle Joaquin Homekey project by hosting neighborhood meetings and
information sessions, creating resources that provide information about the project, and providing
opportunities for community members to give feedback on the project design and implementation. Future
engagement opportunities will be accessible in English and Spanish and will be held at locations and times
that are convenient to the target population, in partnership with homeless service providers. Childcare
and transportation barriers will be taken into consideration.
The Calle Joaquin Homekey project will be a collaborative effort between the City, County, People’s Self-
Help Housing, the Housing Authority of San Luis Obispo, homeless service providers, and community-
based organizations, ensuring accountability, sustainability, and intentional implementation.
23-HK-18089
People's Self-Help Housing Corporation, Calle Joaquin Homekey LLC, Calle Joaquin LP, and City of San Luis Obispo
Upon HCD Approval
$19,358,270.00
STATE OF CALIFORNIA - DEPARTMENT OF GENERAL
SERVICES
STANDARD AGREEMENT
STD 213 (Rev. 04/2020)
AGREEMENT NUMBER PURCHASING AUTHORITY NUMBER (if applicable)
1. This Agreement is entered into between the Contracting Agency and the Contractor named below:
CONTRACTING AGENCY NAME
DEPARTMENT OF HOUSING AND COMMUNITY DEVELOPMENT
CONTRACTOR'S NAME
2. The term of this Agreement is:
START DATE
Fifteen (15) Years from Effective Date
THROUGH END DATE
3. The maximum amount of this Agreement is:
4. The parties agree to comply with the terms and conditions of the following exhibits, which are by this reference made a part of the Agreement.
EXHIBITS
Exhibit A Authority, Purpose and Scope of Work
Exhibit B Budget Detail and Payment Provisions
Exhibit C* State of California General Terms and Conditions
Exhibit D Homekey General Terms and Conditions
Exhibit E Project-Specific Provisions and Special Terms and Conditions
11
TITLE PAGES
3
24
10
GTC - 04/2017
TOTAL NUMBER OF PAGES ATTACHED 48
https://www.dgs.ca.gov/OLS/ResourcesThese documents can be viewed at
Items shown with an asterisk (*), are hereby incorporated by reference and made part of this agreement as if attached hereto.
CONTRACTOR NAME (if other than an individual, state whether a corporation, partnership,etc.)
IN WITNESS WHEREOF, THIS AGREEMENT HAS BEEN EXECUTED BY THE PARTIES HERETO.
CONTRACTOR
CONTRACTOR BUSINESS ADDRESS
See Attached
See Attached
CITY STATE ZIP
See Attached See Attached See Attached
PRINTED NAME OF PERSON SIGNING TITLE
See Attached
DATE SIGNED
See Attached
CONTRACTOR AUTHORIZED SIGNATURE
See Attached
STATE OF CALIFORNIA
CONTRACTING AGENCY NAME
Department of Housing and Community Development
STATE ZIPCITYCONTRACTING AGENCY ADDRESS
651 Bannon Street, Suite 400 Sacramento CA 95811
PRINTED NAME OF PERSON SIGNING TITLE
Contract Services Section Manager
DATE SIGNEDCONTRACTING AGENCY AUTHORIZED SIGNATURE
California Department of General Services Approval (or exemption, if applicable)
Exempt per; SCM Vol. 1 4.04.A.3 (DGS memo dated 06/12/1981)
See Attached
SCO ID:
Edona Evans
7/31/2024
People’s Self-Help Housing Corporation, City of San Luis Obispo,
Calle Joaquin Homekey LLC, Calle Joaquin LP
23-HK-18089
Page 1 of 11
EXHIBIT A
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71 Y8W1KUJVQZ95,
Y9E5S6FG14L6
AUTHORITY, PURPOSE AND SCOPE OF WORK
1.Authority
California Assembly Bill No. 140 (Chapter 111, Statutes of 2021) (“AB 140”) added
sections 50675.1.3 and 50675.1.4 to the Multifamily Housing Program (“MHP”) (Chapter
6.7 (commencing with Section 50675) of Part 2 of Division 31 of the Health and Safety
Code). Health and Safety Code section 50675.1.3 provides the statutory basis for the
Homekey Program – Round 3 (“Homekey” or “Program”). Health and Safety Code
section 50675.1, subdivision (d) authorizes the Department of Housing and Community
Development (“Department” or “HCD”) to administer MHP.
The Department issued a Homekey Program Notice of Funding Availability, Round 3 on
March 29, 2023 (the “NOFA”). The NOFA incorporates by reference the MHP, as well
as the Multifamily Housing Program Final Guidelines, dated March 30, 2022 and
amended on May 5, 2022 (“MHP Guidelines”), both as amended and in effect from
time to time. The NOFA, further, incorporates by reference, the Uniform Multifamily
Regulations (UMRs) (Cal. Code Regs., tit. 25, § 8300 et seq.), effective November 15,
2017, and as subsequently amended, except to the extent that any UMR provision
would be inconsistent with the provisions of the NOFA. Homekey grant funds are
derived primarily from the state’s direct allocation of the federal Coronavirus State Fiscal
Recovery Fund (“CSFRF”), which was established by the American Rescue Plan Act of
2021 (“ARPA”) (Pub.L. No. 117-2). Homekey funds are also derived from the State of
California’s General Fund.
This STD 213, Standard Agreement (“Agreement”) is entered under the authority and
in furtherance of the Program. This Agreement is the result of an Application by the
Grantee, as defined below, for funding under the Program (the “Grant”). As such, this
Agreement shall be executed by the Grantee. Where the Grantee comprises a Public
Entity or Tribal Entity, as defined below, and one or more additional entities, all entities
shall execute the Agreement.
People’s Self-Help Housing Corporation, City of San Luis Obispo,
Calle Joaquin Homekey LLC, Calle Joaquin LP
23-HK-18089
Page 2 of 11
EXHIBIT A
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71 Y8W1KUJVQZ95,
Y9E5S6FG14L6
This Agreement hereby incorporates by reference the Application, as well as the project
report prepared by the Department in reliance on the representations and descriptions
included in that Application. This Agreement is governed by the following (collectively,
the “Program Requirements”), and each of the following, as amended and in effect
from time to time, is incorporated hereto as if set forth in full herein:
A.AB 140;
B.The above-referenced MHP statutory scheme;
C.The NOFA;
D.The MHP Guidelines;
E.The UMRs;
F.ARPA and related federal guidance;
G.The award letter issued by the Department to the Grantee; and
H. All other applicable law.
2.Purpose
The Homekey Program is intended to provide housing for individuals and families who
are homeless or who are at risk of homelessness, as defined in Part 578.3 of Title 24 of
the Code of Federal Regulations, and who are inherently impacted by or at increased
risk for medical diseases or conditions due to the COVID-19 pandemic or other
communicable diseases (“Target Population”).
Grantee applied to the Department for the Grant in order to conduct one or more of the
activities outlined in Paragraph 4 below. By entering into this Agreement and thereby
accepting the award of Program Grant funds, the Grantee agrees to comply with the
Program Requirements and the terms and conditions of this Agreement.
People’s Self-Help Housing Corporation, City of San Luis Obispo,
Calle Joaquin Homekey LLC, Calle Joaquin LP
23-HK-18089
Page 3 of 11
EXHIBIT A
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71 Y8W1KUJVQZ95,
Y9E5S6FG14L6
3.Definitions
Any capitalized terms that are not defined below shall have the definitions set forth in
the NOFA, the MHP statutes, and the MHP Guidelines. In the event of any conflict, the
definitions in this Agreement and the NOFA are controlling.
A.“Affordability Covenant” means the legally binding instrument which (i) is
recorded in first position against Project real property in consideration for the
Homekey Program award to the Grantee; (ii) imposes use, operation,
occupancy, and affordability restrictions on the real property and improvements;
and (iii) incorporates the Homekey Program Requirements by reference. Upon
its execution, the Affordability Covenant shall be binding, effective, and
enforceable against all successors, transferees, and assignees, in accordance
with Section 208 of the NOFA, after a certificate of occupancy or its equivalent
has been issued for the Project, or if no such certificate is issued, from the date
of initial occupancy of the Project. Interim Housing Projects, Permanent Housing
Projects, and Permanent Housing Projects on tribal trust land shall be
encumbered with 30-year, 55-year, and 50-year Affordability Covenants,
respectively.
B.“AMI” means Area Median Income.
C.“Application” means the application for Grant funds that was submitted in
response to the Department’s NOFA.
D.“Assistance Listing Number” (ALN) formerly known as the Catalog of Federal
Domestic Assistance (CFDA) Number, is a five-digit number assigned in the
awarding document for all federal assistance award mechanisms.
E.“Assisted Unit” means a Homekey-funded residential dwelling unit that is
subject to rent, income, occupancy, and other restrictions in accordance with
Program Requirements. See also “Youth Assisted Unit.”
People’s Self-Help Housing Corporation, City of San Luis Obispo,
Calle Joaquin Homekey LLC, Calle Joaquin LP
23-HK-18089
Page 4 of 11
EXHIBIT A
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71 Y8W1KUJVQZ95,
Y9E5S6FG14L6
F.“Chronically Homeless” is defined in accordance with Part 578.3 of Title 24 of
the Code of Federal Regulations.
G.“Co-Applicant” means the nonprofit corporation, for-profit corporation, limited
liability company, and/or limited partnership that applied for an award of
Homekey Grant funds with the Eligible Applicant (i.e., a Public Entity or Tribal
Entity).
H.“Date of Award” means the date on the award letter issued from the
Department to the Grantee.
I.“Designated Payee” means the Co-Grantee that will serve as the payee of the
Program Grant funds. If applicable, the Designated Payee is identified at Exhibit
E of this Agreement.
J.“Eligible Applicant” means the Public Entity or Tribal Entity that applied for an
award of Homekey Grant funds.
K.“Eligible Uses” means the activities that may be funded by the Homekey
Program Grant. Those activities are listed at Paragraph 4 below of this
Agreement, and at Health and Safety Code section 50675.1.3, subdivision (a).
L.“Expenditure Deadline for Capital Funds” means the date by which the capital
expenditure award must be fully expended. This deadline is eight (8) months
from the Date of Award. or up to 15 months from the Date of Award if an
expenditure deadline extension has been requested and approved by the
Department.
M.“Expenditure Deadline for Operating Funds” means the date by which the
operating subsidy award must be fully expended. This deadline is June 30, 2026.
N.“Grantee or Subrecipient” means the Eligible Applicant (and, if applicable, the
Co-Applicant) that has been awarded funds under the Program, and that will be
held responsible for compliance with and performance of all Program
Requirements. The Grantee may comprise one or more entities, so long as the
Grantee structure includes an “Eligible Applicant,” as defined in the NOFA and as
People’s Self-Help Housing Corporation, City of San Luis Obispo,
Calle Joaquin Homekey LLC, Calle Joaquin LP
23-HK-18089
Page 5 of 11
EXHIBIT A
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71 Y8W1KUJVQZ95,
Y9E5S6FG14L6
set forth above. “Grantee” refers, both individually and collectively, to the Co-
Applicant and/or the Eligible Applicant that received a Homekey Grant after
submitting an Application or a joint Application to the Department. When the
Grantee comprises two or more entities, each entity may be referred to as a “Co-
Grantee.” On the STD 213 portion of this Agreement, the Grantee is identified as
the Contractor.
O.“Homeless Youth” means a child, a youth, or a current or former foster youth
through the age of 25 who qualifies as “homeless” under any of the relevant
definitions set forth or identified at Part 578.3 of Title 24 of the Code of Federal
Regulations.
P.“Homeless Youth Project” means a Project that was prioritized to receive set-
aside Homekey funds because (i) at least 25 percent of its Assisted Units will be
restricted to Homeless Youth or Youth at Risk of Homelessness; (ii) the Grantee
jointly applied and/or partnered with a nonprofit corporation with experience
serving the foregoing subpopulation; and (iii) the Project will provide Supportive
Services for Youth Assisted Units using a Positive Youth Development (PYD)
model and trauma-informed care. Such Project may also have been prioritized
because it is located within a one-mile radius of youth-centered amenities, such
as community colleges, universities, trade schools, apprenticeship programs,
employment programs, childcare centers for parenting youth, and community
centers for youth.
Q.“Interim Housing” means any facility whose primary purpose is to provide a
temporary shelter for the Target Population and which does not require
occupants to sign leases or occupancy agreements.
R.“Local Public Entity” is defined at Health and Safety Code section 50079, and
means any county, city, city and county, the duly constituted governing body of
an Indian reservation or rancheria, tribally designated housing entity as defined in
Section 4103 of Title 25 of the United States Code and Section 50104.6.5,
redevelopment agency organized pursuant to Part 1 (commencing with Section
33000) of Division 24, or housing authority organized pursuant to Part 2
People’s Self-Help Housing Corporation, City of San Luis Obispo,
Calle Joaquin Homekey LLC, Calle Joaquin LP
23-HK-18089
Page 6 of 11
EXHIBIT A
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71 Y8W1KUJVQZ95,
Y9E5S6FG14L6
(commencing with Section 34200) of Division 24, and also includes any state
agency, public district, or other political subdivision of the state, and any
instrumentality thereof, that is authorized to engage in or assist in the
development or operation of housing for persons and families of low or moderate
income. In addition, and in accord with this Health and Safety Code definition, the
term “Local Public Entity” also includes two or more local public entities acting
jointly.
S. “Performance Milestones” means the indicators and metrics of progress and
performance that are identified as such at Exhibit E of this Agreement. Grantee’s
failure to satisfy any one of the Performance Milestones will constitute a breach
of this Agreement and will entitle the Department to exercise any and all
available remedies, including the recapture of disbursed Grant funds and the
cancellation of this Agreement.
T. “Permanent Housing” means housing, dwellings, or other living
accommodations where the landlord does not limit the tenant’s length of tenancy,
the landlord does not restrict the tenant’s movements, and the tenant has a lease
and is subject to the rights and responsibilities of tenancy.
U. “Program Requirements” means the legal authority and Program materials
listed at Paragraph 1.A – H, above.
V. “Project” means a structure or set of structures with common financing,
ownership, and management, which provides Permanent Housing or Interim
Housing for the Target Population, and which is subject to an appropriate
Affordability Covenant in accordance with Section 208 of the NOFA.
W. “Public Entity” is defined in accordance with Health and Safety Code section
50675.1.3, subdivision (a), and means a city, a county, a city and county, and
any other state entity, regional entity, or Local Public Entity, including any council
of government, metropolitan planning organization, and regional transportation
planning agency designated in Section 29532.1 of the Government Code. For
People’s Self-Help Housing Corporation, City of San Luis Obispo,
Calle Joaquin Homekey LLC, Calle Joaquin LP
23-HK-18089
Page 7 of 11
EXHIBIT A
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71 Y8W1KUJVQZ95,
Y9E5S6FG14L6
purposes of this Agreement, a “Local Public Entity” is defined in accordance
with Health and Safety Code section 50079 and as set forth above.
X. “Scope of Work” or “Work” means the work to be performed by the Grantee to
accomplish the Program purpose.
Y. “Supportive Services” means social, health, educational, income support,
employment, and housing stability services and benefits; coordination of
community building and educational activities; individualized needs assessment
and case management; and individualized assistance with obtaining services and
benefits.
Z. “Target Population” means individuals and families who are “homeless” or “at
risk of homelessness,” as those terms are defined in Part 578.3 of Title 24 of the
Code of Federal Regulations, and who are inherently impacted by or at increased
risk for medical diseases or conditions due to the COVID-19 pandemic or other
communicable diseases. The Target Population also includes Homeless Youth or
Youth at Risk of homelessness. For Grantees utilizing HOME-ARP funding as
match, the “Target Population” also includes individuals and families who are
“Fleeing, or Attempting to Flee, Domestic Violence, Dating Violence, Sexual
Assault, Stalking, or Human Trafficking” and “Other Populations” as defined in
HUD Community Planning and Development (CPD) Notice 21-10.
AA. “TCAC” means the California Tax Credit Allocation Committee.
BB. “Tribal Entity” means an entity that meets any of the following criteria:
1) Meets the definition of Indian tribe under section 4103(13)(B) of title 25 of
the United States Code;
2) Meets the definition of Tribally Designated Housing Entity under section
4103(22) of title 25 of the United States Code;
3) Is not a federally recognized tribe, but is either:
a) Listed in the petitioner list of the Office of Federal Acknowledgment
(OFA) within the Office of the Assistant Secretary – Indian Affairs of
People’s Self-Help Housing Corporation, City of San Luis Obispo,
Calle Joaquin Homekey LLC, Calle Joaquin LP
23-HK-18089
Page 8 of 11
EXHIBIT A
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71 Y8W1KUJVQZ95,
Y9E5S6FG14L6
the Department of the Interior pursuant to Part 82.1 of Title 25 of the
Code of Federal Regulations; or
b) Is an Indian tribe located in the State of California and identified on
the contact list maintained by the Native American Heritage
Commission for the purpose of consultation pursuant to Government
Code section 65352.3.
CC. “Unique Entity ID” (UEI) is a 12-character alphanumeric ID assigned to an entity
by www.Sam.gov.
DD. “Youth Assisted Unit” means an Assisted Unit serving Homeless Youth or
Youth at Risk of Homelessness. See also “Assisted Unit.”
EE. “Youth at Risk of Homelessness” means a child, a youth, or a current or
former foster youth through the age of 25 who qualifies as “at risk of
homelessness” or “homeless” under any of the relevant definitions set forth or
identified at Part 578.3 of Title 24 of the Code of Federal Regulations.
4. Eligible Uses
Grantee shall apply the Program Grant funds to one or more of the following uses. All
costs in connection with such Eligible Uses must be incurred on or after March 3, 2021,
by the Expenditure Deadline for Capital Funds, and by the Expenditure Deadline for
Operating Funds, respectively and as applicable. Grantee’s use of the funds and scope
of work (“Scope of Work” or “Work”) are specified at Exhibit E of this Agreement.
A. Acquisition or rehabilitation, or acquisition and rehabilitation, of motels, hotels,
hostels, or other sites and assets, including apartments or homes, adult
residential facilities, residential care facilities for the elderly, manufactured
housing, commercial properties, and other buildings with existing uses that could
be converted to permanent or interim housing.
B. Master leasing of properties for non-congregate housing.
People’s Self-Help Housing Corporation, City of San Luis Obispo,
Calle Joaquin Homekey LLC, Calle Joaquin LP
23-HK-18089
Page 9 of 11
EXHIBIT A
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71 Y8W1KUJVQZ95,
Y9E5S6FG14L6
C. Conversion of units from nonresidential to residential.
D. New construction of dwelling units.
E. The purchase of affordability covenants and restrictions for units.
F. Relocation costs for individuals who are being displaced as a result of the
Homekey Project.
G. Capitalized operating subsidies for units purchased, converted, or altered with
Homekey Grant funds provided pursuant to Health and Safety Code section
50675.1.3.
5. Rent Standards
A. Permanent Housing. Rent limits for initial occupancy, and for each subsequent
occupancy, of an Assisted Unit shall not exceed 30 percent of that Assisted
Unit’s designated income-eligibility level.
B. Interim Housing. No rent shall be charged to the Target Population residents of
Interim Housing.
6. Program Deadlines
A. Acquisition, rehabilitation, and/or construction shall be completed within 12
months of the Date of Award.
B. Grantee shall expend any capital expenditure award by the Expenditure Deadline
for Capital Funds.
C. The Homekey-funded portion of the operating award must be disbursed by the
Department by June 30, 2025. Grantee shall expend any Homekey-funded
operating subsidy award by the Expenditure Deadline for Operating Funds.
D. Full occupancy shall be achieved within 15 months of the Date of Award.
People’s Self-Help Housing Corporation, City of San Luis Obispo,
Calle Joaquin Homekey LLC, Calle Joaquin LP
23-HK-18089
Page 10 of 11
EXHIBIT A
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71 Y8W1KUJVQZ95,
Y9E5S6FG14L6
7. Performance Milestones
A. Grantee shall complete each of the Performance Milestones set forth at Exhibit E
of this Agreement by the date designated for such completion therein (each, a
“Milestone Completion Date”). The Performance Milestones shall include, but
not be limited to, any applicable Expenditure Deadline for Capital Funds,
Expenditure Deadline for Operating Funds, or occupancy deadline.
B. The Department may, in its sole and absolute discretion, approve an extension of
the acquisition, rehabilitation, construction, and/or occupancy deadlines if the
Grantee demonstrates, to the Department’s satisfaction, that the relevant delay is
caused by reasonably unforeseeable events, conditions, or circumstances.
C. In no event will the Department approve an extension request in the absence of
Grantee’s demonstration of good cause for said extension, along with Grantee’s
reasonable assurances that the extension will not result in Grantee’s failure to
meet other Performance Milestones or any Expenditure Deadline under this
Agreement. Construction labor shortages and supply chain issues do not
constitute reasonably unforeseeable events, conditions, or circumstances for
purposes of an extension request.
D. The Department will not grant extensions of the Expenditure Deadline for
Operating Funds.
8. Reporting Requirements
A. Grantee shall submit an annual Homekey Program and Expenditure Report, and
comply with all additional reporting requirements, as set forth and specified at
Section 601 of the NOFA, all in accordance with the Milestone Completion
Date(s) set forth at Exhibit E of this Agreement.
B. After satisfaction of each Performance Milestone, the Grantee shall promptly
report its progress, in writing, to the Department.
People’s Self-Help Housing Corporation, City of San Luis Obispo,
Calle Joaquin Homekey LLC, Calle Joaquin LP
23-HK-18089
Page 11 of 11
EXHIBIT A
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71 Y8W1KUJVQZ95,
Y9E5S6FG14L6
C. Upon the Department’s request and as specified, the Grantee shall provide
progress reports in connection with the development plan and any updates to the
timeline for completion of the Project. The development plan should include the
Project’s completion milestones and any updates or substantial changes.
D. In addition, the Grantee shall submit to the Department such periodic reports,
updates, and information as deemed necessary by the Department to monitor
compliance and/or perform Program evaluation. Any requested data or
information shall be submitted in electronic format on a form provided by the
Department.
9. Department Contract Coordinator
The Department’s Contract Coordinator for this Agreement is the Deputy Director of the
Division of State Financial Assistance, or the Deputy Director’s designee. Unless
otherwise informed, Grantee shall mail any notice, report, or other communication
required under this Agreement by First-Class Mail to the Department Contract
Coordinator at the following address or email to Homekey3SGM@hcd.ca.gov:
California Department of Housing and Community Development
Attention: Homekey Program – Round 3 (Homekey)
State Grant Management Section
2020 West El Camino Avenue, Suite 400, 95833
P. O. Box 952050
Sacramento, CA 94252-2050
10. Grantee Contract Coordinator
The Grantee Contract Coordinator for this Agreement may coordinate with the State
Grant Management Section Manager for the Homekey Program. Unless otherwise
informed, the Department shall mail any notice, report, or other communication required
under this Agreement by First-Class Mail, or through a commercial courier, to the
Grantee Contract Coordinator at the address specified at Exhibit E of this Agreement.
People’s Self-Help Housing Corporation, City of San Luis Obispo,
Calle Joaquin Homekey LLC, Calle Joaquin LP
23-HK-18089
Page 1 of 3
EXHIBIT B
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71, Y8W1KUJVQZ95,
Y9E5S6FG14L6
BUDGET DETAIL AND PAYMENT PROVISIONS
1.Budget Detail
Grantee has been awarded the Grant amount set forth in this Agreement.
2.Conditions of Disbursement
The Department will disburse the full amount of the Grant award to the Grantee after
this Agreement has been fully executed and after the Department receives the
Grantee’s request for funds, with all required supporting documents appended thereto.
The Grantee shall append the following supporting documents to the request for funds,
all in form and substance acceptable to the Department:
A.Payee Data Record (STD 204) or Government Agency Taxpayer ID Form, asapplicable;
B.An authorizing resolution or set of authorizing resolutions that, in theDepartment’s reasonable determination, materially comports with the ProgramRequirements (if the Grantee has not already submitted same);
C.Documentary evidence of any eligible costs incurred on or after March 3, 2021
and before the execution of this Agreement;
D.Certification of compliance with California’s prevailing wage law, as well as all
applicable federal prevailing wage law;
E.A copy of the Department-approved relocation plan for the Project, or a copy of a
Department-issued Certification Regarding Non-Application of Relocation
Benefits and Indemnification Agreement which has been duly executed by the
Grantee and approved by the Department;
F.Evidence of the insurance coverages required under the Program and/or a
written acknowledgment of self-insured status;
G.Documentary evidence of capacity to provide operating funds for the Project for
People’s Self-Help Housing Corporation, City of San Luis Obispo,
Calle Joaquin Homekey LLC, Calle Joaquin LP
23-HK-18089
Page 2 of 3
EXHIBIT B
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71, Y8W1KUJVQZ95,
Y9E5S6FG14L6
at least five (5) years;
H. A current title report (dated within 15 days of the request for funds); or for tribal
trust land, a title status report (“TSR”) or an attorney’s opinion regarding chain of
title and current title status;
I. A Draft Covenant or Regulatory Agreement must be submitted to the Department
for review and approval;
J. Any forms, certifications, or documentation required pursuant to Paragraph 1.F–
Additional Conditions Precedent to Disbursement of Exhibit E of this Agreement;
and
K. Any other forms, certifications, or documentation deemed necessary by the
Department prior to disbursement of Grant funds.
3. Performance
A. After disbursement of the funds, the Grantee shall meet each Performance
Milestone set forth at Exhibit E by the relevant Milestone Completion Date. After
satisfaction of each Performance Milestone, the Grantee shall promptly report its
progress, in writing, to the Department. Grantee may apply to the Department for
an extension of a Milestone Completion Date as allowed by the NOFA and this
Agreement.
B. FAILURE TO SATISFY ANY ONE OF THE PERFORMANCE MILESTONES
WILL CONSTITUTE A BREACH OF THIS AGREEMENT AND ENTITLES THE
DEPARTMENT TO MANDATE THE GRANTEE TO RETURN TO THE
DEPARTMENT ANY FUNDS DISBURSED; IN ANY SUCH INSTANCE, THE
DEPARMENT MAY ALSO CANCEL THIS AGREEMENT WITHOUT OWING
ANY DAMAGES OR OTHER PAYMENT TO GRANTEE.
People’s Self-Help Housing Corporation, City of San Luis Obispo,
Calle Joaquin Homekey LLC, Calle Joaquin LP
23-HK-18089
Page 3 of 3
EXHIBIT B
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71, Y8W1KUJVQZ95,
Y9E5S6FG14L6
4. Fiscal Administration
A. Grantee shall either deposit the Grant funds with an escrow company licensed to
do business in the State of California and in good standing or deposit the Grant
funds in an interest-bearing checking or savings account that is insured by the
Federal Deposit Insurance Corporation (“FDIC”). All interest earned from the
deposit of Grant funds shall be used for eligible Program activities.
B. Any capital expenditure award funds that have not been expended by the
Expenditure Deadline for Capital Funds must be returned to the Department with
accrued interest. Any operating subsidy award funds that have not been
expended by the Expenditure Deadline for Operating Funds must be returned to
the Department with accrued interest. Checks shall be made payable to the
Department of Housing and Community Development and shall be mailed to the
Department at the address below, no later than thirty (30) calendar days after the
applicable Expenditure Deadline.
Department of Housing and Community Development
Accounting Division, Suite 300
2020 W. El Camino Avenue
Sacramento, California 95833
5. Duplication of Benefit
Homekey funding is not required to be used as funding of last resort. However, Grantee
may not use Homekey funding to cover expenditures that have already been funded
through other sources. Expenses that have been or will be reimbursed under any
federal program are not eligible uses of Homekey funding.
People’s Self-Help Housing Corporation, City of San Luis Obispo Calle Joaquin Homekey LLC, Calle Joaquin LP 23-HK-18089 Page 1 of 24
EXHIBIT D
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71, Y8W1KUJVQZ95,
Y9E5S6FG14L6
HOMEKEY GENERAL TERMS AND CONDITIONS
Federal Grant Identification
$435 million of grant funds are derived from U.S. Department of the Treasury FAIN
SLFRP3211 (Coronavirus State and Local Fiscal Recovery Fund (CSFRF) established by
the Federal American Rescue Plan Act of 2021 (ARPA) (Public Law 11702). CFDA #
21.027 dated 06/04/2021 and $301 million from State General Fund.
1. Effective Date, Term of Agreement, Timing, and Deadlines
A. This Agreement, when fully executed by the Department and the Grantee, is
effective upon the date of the Department representative’s signature on the
STD 213, Standard Agreement (such date, the “Effective Date").
B. This Agreement shall terminate fifteen (15) years after the Effective Date, as
stated in Section 2 of the STD 213, Standard Agreement (such date, the
“Expiration Date”).
C. Grantee will receive the disbursement of Program funds after satisfying all
conditions precedent to such disbursement, as set forth under Paragraph 2 of
Exhibit B and, as necessary and applicable, under Paragraph 1.F – Additional
Conditions Precedent to Disbursement of Exhibit E.
D. Any expenses incurred prior to March 3, 2021, after the Expenditure Deadline for
Capital Funds, or after the Expenditure Deadline for Operating Funds,
respectively and as applicable, are not eligible for payment under the Program,
unless an alternate arrangement is legally permissible and has been approved by
the Department in advance and in writing.
E. Grant funds that have not been expended by the applicable Expenditure
Deadlines shall revert to the Department in the absence of an alternate
arrangement that has been approved by the Department in advance and in
writing.
2. Termination for Cause
The Department may terminate this Agreement for cause at any time by giving at least
People’s Self-Help Housing Corporation, City of San Luis Obispo Calle Joaquin Homekey LLC, Calle Joaquin LP 23-HK-18089 Page 2 of 24
EXHIBIT D
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71, Y8W1KUJVQZ95,
Y9E5S6FG14L6
fourteen (14) calendar days’ advance written notice to the Grantee. Upon such
termination, Grantee shall return any unexpended funds to the Department within thirty
(30) calendar days of the date on the Department’s written notice of termination, unless
the Department has approved an alternate arrangement in advance and in writing, as
provided below. Such termination will not limit any other remedies that may be available
to the Department under this Agreement, at law, or in equity. Cause shall consist of
Grantee’s breach of, or failure to satisfy, any of the terms or conditions of this
Agreement. Cause includes but is not limited to the following:
A. Grantee’s failure to satisfy the conditions precedent to disbursement or to expend
Program Grant funds, as specified.
B. Grantee’s failure to timely satisfy each or any of the conditions set forth in these
Homekey General Terms and Conditions, the Project-Specific Provisions and
Special Terms and Conditions set forth at Exhibit E of this Agreement (including
any one of the Performance Milestones), or the award letter.
C. Grantee’s violation of any of the Program Requirements.
D. The Department’s determination of the following:
1) Any material fact or representation, made or furnished to the Department
by the Grantee in connection with the Application or the award letter, shall
have been untrue or misleading at the time that such fact or
representation was made known to the Department, or subsequently
becomes untrue or misleading; or
2) Grantee has concealed any material fact from the Department related to
the Application or the Project.
E. The Department’s determination that the objectives and requirements of the
Homekey Program cannot be met in accordance with applicable timeframes, as
memorialized by this Agreement.
In the event of this or any other breach, violation, or default by the Grantee, the
Department may give written notice to the Grantee to cure the breach, violation, or
default. If the breach, violation, or default is not cured to the Department’s satisfaction
within a reasonable time, as determined by the Department in its sole and absolute
People’s Self-Help Housing Corporation, City of San Luis Obispo Calle Joaquin Homekey LLC, Calle Joaquin LP 23-HK-18089 Page 3 of 24
EXHIBIT D
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71, Y8W1KUJVQZ95,
Y9E5S6FG14L6
discretion, then the Department may declare a default under this Agreement and seek
any and all remedies that are available under this Agreement, at law, or in equity.
3. Cancellation
A. It is mutually understood between the parties that this Agreement may have been
written for the mutual benefit of both parties before ascertaining the availability of
congressional appropriation of funds to avoid program and fiscal delays that
would occur if this Agreement were executed after that determination was made.
B. This Agreement is valid and enforceable only if sufficient funds are made
available to the State of California by the United States Government for fiscal
years 2021-2022 through 2025-2026 for CSFRF purposes. In addition, this
Agreement is subject to any additional restrictions, limitations, or conditions
enacted by the Congress or to any statute enacted by the Congress that may
affect the provisions, terms, or funding of this Agreement in any manner.
C. The parties mutually agree that if the Congress does not appropriate sufficient
funds for the CSFRF, this Agreement shall be amended to reflect any
subsequent reduction in CSFRF funds.
D. The Department may cancel this Agreement, in whole or in part, if (i) sufficient
funds are not made available by the United States Government; (ii) Congress
enacts any restrictions, limitations, or conditions that impact this Agreement or
the funding of this Agreement; or (iii) cancellation is otherwise permitted under
state contracting law.
E. To cancel this Agreement pursuant to this paragraph, the Department shall give
thirty (30) calendar days’ advance written notice to the Grantee. The Grantee
shall return any unexpended portion of its Grant award to the Department within
thirty (30) calendar days from the date on the Department’s written notice of
cancellation, unless (i) the parties have agreed upon an alternate arrangement in
advance and in writing; or (ii) an alternate arrangement is necessary for one or
both parties to remain in compliance with ARPA or other applicable law.
4. Eligible Activities
Grant funds awarded to the Grantee shall be applied to the eligible uses set forth at
People’s Self-Help Housing Corporation, City of San Luis Obispo Calle Joaquin Homekey LLC, Calle Joaquin LP 23-HK-18089 Page 4 of 24
EXHIBIT D
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71, Y8W1KUJVQZ95,
Y9E5S6FG14L6
Exhibit A and described in greater detail at Exhibit E. Payment for any cost which is not
authorized by this Agreement or which cannot be adequately documented shall be
disallowed and must be reimbursed to the Department or its designee.
5. Performance Milestones
Grantee shall timely satisfy and complete all Performance Milestones, as identified at
Exhibit E of this Agreement.
6. Article XXXIV
Per Health and Safety Code section 37001, subdivision (h)(5), article XXXIV, section 1
of the California Constitution (“Article XXXIV”) is not applicable to Homekey-funded
acquisition, rehabilitation, reconstruction, alterations work, new construction, or any
combination thereof, of lodging facilities or dwelling units.
7. Appraisals
Grantee shall, at the request of the Department, provide an appraisal of any real
property or any interest in real property that is acquired with the Grant funds. Any such
appraisal shall be prepared in a form, and by a qualified appraiser, acceptable to the
Department.
8. Byrd Anti-Lobbying Amendment
(31 U.S.C. 1352) Grantees, Subrecipients, Co-Applicants, Contractors that apply or bid
for an award exceeding $100,000 must file the required certification. Each tier certifies
to the tier above that it will not and has not used Federal appropriated funds to pay any
person or organization for influencing or attempting to influence an officer or employee
of any agency, a member of Congress, officer or employee of Congress, or an
employee of a member of Congress in connection with obtaining any Federal contract,
grant or any other award covered by 31 U.S.C. 1352. Each tier must also disclose any
lobbying with non-Federal funds that takes place in connection with obtaining any
Federal award. Such disclosures are forwarded from tier to tier up to the non-Federal
award.
People’s Self-Help Housing Corporation, City of San Luis Obispo Calle Joaquin Homekey LLC, Calle Joaquin LP 23-HK-18089Page 5 of 24EXHIBIT D
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71, Y8W1KUJVQZ95,
Y9E5S6FG14L6
9.Anti-Kickback Act of 1986
Grantee shall ensure that all contracts comply with the Anti-Kickback Act of 1986 (41
U.S.C. §§ 5158) that prohibits attempted as well as completed "kickbacks," which
include any money, fees, commission, credit, gift, gratuity, thing of value, or
compensation of any kind.
10.Rights to Inventions Made Under a Contract or Agreement
If the Federal award meets the definition of “funding agreement” under 37 CFR § 401.2
(a)and the recipient or subrecipient wishes to enter into a contract with a small
business firm or nonprofit organization regarding the substitution of parties, assignment
or performance of experimental, developmental, or research work under that “funding
agreement,” the recipient or subrecipient must comply with the requirements of 37 CFR
Part 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business
Firms Under Government Grants, Contracts and Cooperative Agreements,” and any
implementing regulations issued by the awarding agency.
11.Contracting and Labor Standards
A.Davis Bacon Act codified at 40 U.S.C. 3141, et seq. (as amended)
Where funds provided through this Agreement are used for construction work or
in support of construction work, the Grantee shall also ensure that the federal
requirements of the Davis Bacon Act codified at 40 U.S.C. 3141, et seq. (as
amended), pertaining to federal labor standards and compliance, are met and
documented. Grantee recognizes that multiple labor standards (both state
prevailing wage and federal Davis-Bacon Act) may apply to the project and both
standards must be satisfied.
B.Contract Work Hours and Safety Standards Act of 1962 (40 U.S.C. 3701–
3708)
Where applicable, all contracts awarded by the non-Federal entity in excess of
$100,000 that involve the employment of mechanics or laborers must include a
provision for compliance with 40 U.S.C. 3702 and 3704, as supplemented by
Department of Labor regulations (29 CFR Part 5). Under 40 U.S.C. 3702 of the
Act, each contractor must be required to compute the wages of every mechanic
and laborer on the basis of a standard work week of 40 hours. Work in excess of
the standard work week is permissible provided that the worker is compensated
People’s Self-Help Housing Corporation, City of San Luis Obispo Calle Joaquin Homekey LLC, Calle Joaquin LP 23-HK-18089 Page 6 of 24
EXHIBIT D
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71, Y8W1KUJVQZ95,
Y9E5S6FG14L6
at a rate of not less than one and a half times the basic rate of pay for all hours
worked in excess of 40 hours in the work week. The requirements of 40 U.S.C.
3704 are applicable to construction work and provide that no laborer or mechanic
must be required to work in surroundings or under working conditions which are
unsanitary, hazardous or dangerous. These requirements do not apply to the
purchases of supplies or materials or articles ordinarily available on the open
market, or contracts for transportation or transmission of intelligence.
C. For the purposes of this requirement "construction work" includes, but is not
limited to, rehabilitation, alteration, demolition, installation or repair done under
contract and paid for, in whole or in part, through this Agreement. All
construction work shall be done through the use of a written contract with a
properly licensed building contractor incorporating these requirements (the
"construction contract"). Where the construction contract will be between the
Grantee and a licensed building contractor, the Grantee shall serve as the
"awarding body" as that term is defined in the California Labor Code. Where the
Grantee will provide funds to a third party that will enter into the construction
contract with a licensed building contractor, the third party shall serve as the
"awarding body." Prior to any disbursement of funds, including but not limited to
release of any final retention payment, the Department may require a certification
from the awarding body that prevailing wages have been or will be paid.
D. The applicable wage rate determination on construction work will be the more
restrictive of the rate prescribed in the California Labor Code Sections 1770-
1784, or the Davis-Bacon Wage Determination.
E. Grantee shall maintain documentation that demonstrates compliance with hour
and wage requirements of this part. Such documentation shall be made
available to the Department for review upon request.
F. Where funds provided through this Agreement are used for construction work, or
in support of construction work, the Grantee shall ensure that the requirements of
California Labor Code, Chapter 1, commencing with Section 1720, Part 7
[California Labor Code Sections 1720-1743] (pertaining to the payment of
prevailing wages and administered by the California Department of Industrial
Relations) are met.
People’s Self-Help Housing Corporation, City of San Luis Obispo Calle Joaquin Homekey LLC, Calle Joaquin LP 23-HK-18089 Page 7 of 24
EXHIBIT D
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71, Y8W1KUJVQZ95,
Y9E5S6FG14L6
12. Domestic Preferences for Procurement 2 CFR Part 184 § 70915
A. As appropriate and to the extent consistent with law, the non-Federal entity
should, to the greatest extent practicable under a Federal award, provide a
preference for the purchase, acquisition, or use of goods, products, or materials
produced in the United States (including but not limited to iron, aluminum, steel,
cement, and other manufactured products). The requirements of this section
must be included in all subawards including all contracts and purchase orders for
work or products under this award.
B. For purposes of this section:
1) “Produced in the United States” means, for iron and steel products, that all
manufacturing processes, from the initial melting stage through the
application of coatings, occurred in the United States.
2) “Manufactured products” means items and construction materials
composed in whole or in part of non-ferrous metals such as aluminum;
plastics and polymer-based products such as polyvinyl chloride pipe;
aggregates such as concrete; glass, including optical fiber; and lumber.
13. Prohibition of Certain Telecommunications and Video Surveillance Services or
Equipment 2 CFR 200.216
Recipients and subrecipients are prohibited from obligating or expending loan or grant
funds to:
A. Procure or obtain;
B. Extend or renew a contract to procure or obtain; or
C. Enter into a contract (or extend or renew a contract) to procure or obtain
equipment, services, or systems that uses covered telecommunications
equipment or services as a substantial or essential component of any system, or
as critical technology as part of any system. As described in Public Law 115–
232, section 889, covered telecommunications equipment is telecommunications
equipment produced by Huawei Technologies Company or ZTE Corporation (or
any subsidiary or affiliate of such entities).
People’s Self-Help Housing Corporation, City of San Luis Obispo Calle Joaquin Homekey LLC, Calle Joaquin LP 23-HK-18089 Page 8 of 24
EXHIBIT D
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71, Y8W1KUJVQZ95,
Y9E5S6FG14L6
1) For the purpose of public safety, security of government facilities, physical
security surveillance of critical infrastructure, and other national security
purposes, video surveillance and telecommunications equipment
produced by Hytera Communications Corporation, Hangzhou Hikvision
Digital Technology Company, or Dahua Technology Company (or any
subsidiary or affiliate of such entities).
2) Telecommunications or video surveillance services provided by such
entities or using such equipment.
3) Telecommunications or video surveillance equipment or services
produced or provided by an entity that the Secretary of Defense, in
consultation with the Director of the National Intelligence or the Director of
the Federal Bureau of Investigation, reasonably believes to be an entity
owned or controlled by, or otherwise connected to, the government of a
covered foreign country.
D. In implementing the prohibition under Public Law 115–232, section 889,
subsection (f), paragraph (1), heads of executive agencies administering loan,
grant, or subsidy programs shall prioritize available funding and technical support
to assist affected businesses, institutions and organizations as is reasonably
necessary for those affected entities to transition from covered communications
equipment and services, to procure replacement equipment and services, and to
ensure that communications service to users and customers is sustained.
E. See also Public Law 115–232, section 889 for additional information.
F. See also § 200.471.
14. Environmental Compliance
Grantee shall provide a Phase I Environmental Site Assessment (“ESA”) for the Project,
in conformance with ASTM Standard Practice E 1527, evaluating whether the Project is
affected by any recognized environmental conditions. If the Phase I ESA discloses
evidence of recognized environmental conditions and Grantee desires to proceed with
the Project, the Grantee shall provide the Department with a Phase II report and any
additional reports as required by the Department and in a form acceptable to the
Department. Any remediation work shall be subject to Department approval. Grantee
People’s Self-Help Housing Corporation, City of San Luis Obispo Calle Joaquin Homekey LLC, Calle Joaquin LP 23-HK-18089 Page 9 of 24
EXHIBIT D
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71, Y8W1KUJVQZ95,
Y9E5S6FG14L6
shall also provide an asbestos assessment and a lead-based paint report for the
Department’s approval if the Project involves rehabilitation or demolition of existing
improvements.
A. Grantee shall comply with the Federal Water Pollution Control Act, as amended,
33 U.S.C. § 1251, et seq., as amended, and 33 U.S.C. § 1318 relating to
inspection, monitoring, entry, reports, and information, and all regulations and
guidelines issued thereunder.
B. Grantee shall comply with the requirements of the Clean Air Act (42 U.S.C.
7401–7671q.) and the Federal Water Pollution Control Act (33 U.S.C. 1251–
1387), as amended—Contracts and subgrants of amounts in excess of $150,000
must contain a provision that requires the non-Federal award to agree to comply
with all applicable standards, orders or regulations issued pursuant to the Clean
Air Act (42 U.S.C. 7401–7671q) and the Federal Water Pollution Control Act as
amended (33 U.S.C. 1251–1387). Violations must be reported to the Federal
awarding agency and the Regional Office of the Environmental Protection
Agency (EPA).
C. Grantee shall comply with Environmental Protection Agency (EPA) regulations
pursuant to 40 CFR Part 50 regarding air quality protections, as amended.
D. Grantee shall comply with the requirements of the Flood Disaster Protection Act
of 1973 (42 U.S.C. §4001). Grantee shall assure that for activities located in an
area identified by the Federal Emergency Management Agency (FEMA) as
having special flood hazards, that flood insurance under the National Flood
Insurance Program is obtained and maintained as a condition of financial
assistance for acquisition or construction purposes (including rehabilitation).
E. Grantee shall comply with the requirements of the Residential Lead-Based Paint
Hazard Reduction Act of 1992 and Section 401(b) of the Lead-Based Paint
Poisoning Prevention Act of 1971. Grantee agrees that any construction or
rehabilitation of residential structures with assistance provided under this
Agreement shall be subject to HUD Lead-Based Paint Regulations at 24 CFR
§570.608, and 24 CFR Part 35, Subpart B. Such regulations pertain to all
Homekey-assisted housing and require that all owners, prospective owners, and
tenants of properties constructed prior to 1978 be properly notified that such
properties may include lead-based paint. Such notification shall point out the
People’s Self-Help Housing Corporation, City of San Luis Obispo Calle Joaquin Homekey LLC, Calle Joaquin LP 23-HK-18089 Page 10 of 24
EXHIBIT D
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71, Y8W1KUJVQZ95,
Y9E5S6FG14L6
hazards of lead-based paint and explain the symptoms, treatment and
precautions that should be taken when dealing with lead-based paint poisoning
and the advisability and availability of blood lead level screening for children
under seven. The notice should also point out that if lead-based paint is found on
the property, abatement measures may be required.
F. 2 CFR Part 200.323 Procurement of recovered materials. A non-Federal entity
that is a state agency or agency of a political subdivision of a state and its
contractors must comply with section 6002 of the Solid Waste Disposal Act, as
amended by the Resource Conservation and Recovery Act. The requirements of
Section 6002 include procuring only items designated in guidelines of the
Environmental Protection Agency (EPA) at 40 CFR part 247 that contain the
highest percentage of recovered materials practicable, consistent with
maintaining a satisfactory level of competition, where the purchase price of the
item exceeds $10,000 or the value of the quantity acquired during the preceding
fiscal year exceeded $10,000; procuring solid waste management services in a
manner that maximizes energy and resource recovery; and establishing an
affirmative procurement program for procurement of recovered materials
identified in the EPA guidelines. See § 200.323.
G. Grantee shall comply with the Historic Preservation requirements set forth in the
National Historic Preservation Act of 1966, as amended (16 U.S.C. §470), the
Archaeological and Historical Preservation Act of 1974 (Public Law 93-291), and
the procedures set forth in 36 CFR Part 800, Advisory Council on Historic
Preservation Procedures for Protection of Historic Properties, insofar as they
apply to the performance of this agreement. Grantee shall also comply with
federal Executive Order 11593 on the protection and enhancement of the cultural
environment. In general, this requires concurrence from the State Historic
Preservation Officer for all rehabilitation and demolition of historic properties that
are fifty years old or older or that are included on a federal, state, or local historic
property list.
H. Grantee shall comply with all National Environmental Protection Act (NEPA)
requirements as applicable to the performance of this Agreement as found in 24
CFR Part 50, 24 CFR Part 58, as applicable, and 40 CFR Parts 1500 – 1508.
The CARES Act provides that funds may be used to cover or reimburse
allowable costs of eligible activities to prevent, prepare for, and respond to
People’s Self-Help Housing Corporation, City of San Luis Obispo Calle Joaquin Homekey LLC, Calle Joaquin LP 23-HK-18089 Page 11 of 24
EXHIBIT D
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71, Y8W1KUJVQZ95,
Y9E5S6FG14L6
coronavirus incurred by a Grantee after January 21, 2020. However, Grantee
shall not execute this Agreement nor receive reimbursement for pre-agreement
eligible activity costs until they have successfully documented compliance with
the applicable NEPA requirements, including public noticing and publishing.
I. This Agreement does not constitute a commitment of funds or site approval, and
the commitment of funds or approval may occur only upon satisfactory
completion of environmental review and receipt by the Grantee of an approval of
the request for release of funds and certification from the Department under 24
CFR Part 50, 24 CFR Part 58, and 40 CFR 1500 - 1508. The provision of any
funds to the project is conditioned on the Grantee’s determination to proceed
with, modify or cancel the project based on the results of the environmental
review. The Grantee will not receive appropriate notice to proceed until they have
successfully documented compliance with the applicable NEPA requirements,
including public noticing and publishing.
15. Insurance
A. Grantee shall obtain the insurance coverages identified in the NOFA. Grantee
shall maintain such insurance coverages for either the term of this Agreement or
the term of any required restrictive covenant or regulatory agreement, whichever
applicable term is longer. Grantee shall name the State of California and the
Department, as well as their respective appointees, officers, agents, and
employees, as additional insureds on all such policies. Such policies shall
provide for notice to the Department in the event of any lapse of coverage or
insurance claim thereunder. Prior to disbursement of any Grant funds, Grantee
shall provide evidence satisfactory to the Department of its compliance with
these insurance requirements.
B. If Grantee is self-insured, in whole or in part, as to any of the required types and
levels of coverage, the Grantee shall provide the Department with a written
acknowledgment of its self-insured status prior to disbursement of any Grant
funds. If the Grantee abandons its self-insured status at any time after execution
of this Agreement, the Grantee shall immediately notify the Department, and
shall promptly comply with the insurance coverage requirements under the
Program.
People’s Self-Help Housing Corporation, City of San Luis Obispo Calle Joaquin Homekey LLC, Calle Joaquin LP 23-HK-18089Page 12 of 24EXHIBIT D
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71, Y8W1KUJVQZ95,
Y9E5S6FG14L6
16.Operating Funds
Grantee shall demonstrate its capacity to provide five (5) years of operating funds for
the Project. As set forth at Exhibit B of this Agreement, Grantee shall provide
documentary evidence of such capacity prior to disbursement of any Grant funds.
17. Relocation
Grantee shall comply with the provisions of the Uniform Relocation Assistance and Real
Property Acquisition Policies Act of 1970, as amended, in 24 CFR Part 42, 49 CFR Part
24, and 42 U.S. §5304(d) as they apply to the performance of this Agreement. Grantee
agrees to comply with 24 CFR 570.606 relating to the acquisition and disposition of all
real property utilizing grant funds and to the displacement of persons, businesses, non-
profit organizations and farms occurring as a direct result of any acquisition of real
property utilizing grant funds.
Grantee must have a relocation plan prior to proceeding with any phase of a Project or
other activity that will result in the displacement of persons, businesses, or farm
operations. To ensure that displaced persons and entities do not suffer a
disproportionate impact as a result of Projects which benefit the public, all notices to
vacate and relocation services must be provided to them in accordance with applicable
law. In addition, before the Homekey award will be disbursed, Grantee must have
either:
A.Department-approved relocation plan; or
B.Department-issued Certification Regarding Non-Application of Relocation
Benefits and Indemnification Agreement, which has been duly executed by the
Grantee and approved by the Department.
18.One-for-One Replacement of Assisted Units
One-for-one replacement of Assisted Units is permissible if approved in advance by the
Department per Section 300 of the NOFA, after the Department’s determination, in its
sole and absolute discretion, that such replacement will not reduce the inventory of units
that are already available at affordable rents to households that are at or under 30
percent AMI.
People’s Self-Help Housing Corporation, City of San Luis Obispo Calle Joaquin Homekey LLC, Calle Joaquin LP 23-HK-18089 Page 13 of 24
EXHIBIT D
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71, Y8W1KUJVQZ95,
Y9E5S6FG14L6
19. Site Control
Unless and except as otherwise expressly approved in writing by the Department or
provided at Exhibit E to this Agreement, the Grantee shall have control of the property
at all times, and such control shall not be contingent on the approval of any other party.
The status and nature of the Grantee's title and interest in the property must be
acceptable to the Department. Site control may be evidenced by one of the following:
A. Fee title.
B. A leasehold interest on the property with provisions that enable the lessee to
make improvements on and encumber the property provided that the terms and
conditions of any proposed lease shall permit compliance with, and satisfaction
of, all Program objectives and requirements, including, without limitation, those
set forth in this Agreement. If the Grantee’s interest in the property is a leasehold,
and the lessee and the lessor are affiliated or related parties, then the
Department may require both the lessee and the lessor to execute this
Agreement.
C. An executed disposition and development agreement, or irrevocable offer of
dedication to a public agency.
D. A sales contract, or other enforceable agreement for the acquisition of the
property. If this form of evidence was relied upon at the time of Application, the
Department may impose additional Performance Milestones (e.g., presentation of
additional or supplemental evidence of eventual site control closer to any
projected close of escrow).
E. A letter of intent, executed by a sufficiently authorized signatory of the Grantee,
that expressly represents to the Department, without condition or reservation,
that, upon successful application, the Grantee shall purchase or otherwise
acquire a sufficient legal interest in the property to accomplish the purpose of the
award. The letter of intent must also be duly acknowledged by the party selling or
otherwise conveying an interest in the subject property to the Grantee. If this
form of evidence was relied upon at the time of Application, the Department may
impose additional Performance Milestones (e.g., presentation of additional or
supplemental evidence of eventual site control closer to any projected close of
escrow).
People’s Self-Help Housing Corporation, City of San Luis Obispo Calle Joaquin Homekey LLC, Calle Joaquin LP 23-HK-18089 Page 14 of 24
EXHIBIT D
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71, Y8W1KUJVQZ95,
Y9E5S6FG14L6
F. Other evidence of site control that gives the Department assurance (equivalent to
A-E above) that the Grantee will be able to complete the Project in a timely
manner and in accordance with the Program’s objectives and requirements,
including, without limitation, those set forth or referenced in this Agreement.
20. Adaptability and Accessibility
The Project shall comply with all applicable federal, state and local laws regarding
adaptability and accessibility, including, without limitation, the requirements set forth in
the NOFA.
21. Title Status and Reports
Grantee shall provide a current title report for the real property on which the Project is
located. If Grantee’s interest in the property is leasehold, then Grantee shall provide a
current title report for the leasehold interest and the fee interest. For tribal trust land,
Grantee shall provide a TSR or an attorney’s opinion regarding chain of title and current
title status. As set forth and specified at Exhibit B of this Agreement, Grantee shall
provide such title report or documentation of title status prior to disbursement of any
Homekey Grant funds.
22. Title Insurance
Grantee shall provide evidence of title insurance and an ALTA As-Built Survey that are
acceptable to the Department. The condition of title, the insurer, the liability amount, the
form of policy, and the endorsements shall be subject to Department approval. The
policy shall insure that Grantee holds good and marketable title (fee simple or
leasehold).
23. Property Management Plan
Grantee shall submit a property management plan to the Department for its review and
approval. Such management plan shall be consistent with any representations made in
the Application, and it shall meet the Program Requirements (e.g., include the
management, maintenance, and repair information required by the MHP Guidelines).
People’s Self-Help Housing Corporation, City of San Luis Obispo Calle Joaquin Homekey LLC, Calle Joaquin LP 23-HK-18089 Page 15 of 24
EXHIBIT D
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71, Y8W1KUJVQZ95,
Y9E5S6FG14L6
24. Supportive Services Plan
Grantee shall submit a Supportive Services plan to the Department for its review and
approval. Such Supportive Services plan shall be consistent with any representations
made in the Application, and it shall meet the Program Requirements (e.g., provide for
delivery of housing stability services and benefits).
25. Nondiscrimination
Grantee shall adopt a written nondiscrimination policy requiring that no person shall, on
the grounds of race, color, religion, sex, gender, gender identity, gender expression,
sexual orientation, marital status, national origin, ancestry, familial status, source of
income, disability, age, medical condition, genetic information, citizenship, primary
language, immigration status (except where explicitly prohibited by federal law),
arbitrary characteristics, and all other classes of individuals protected from
discrimination under federal or state housing laws, individuals perceived to be a
member of any of the preceding classes, or any individual or person associated with
any of the preceding classes, be excluded from participation in, be denied the benefits
of, or be subjected to discrimination under, any program or activity funded in whole or in
part with Homekey funds.
Statutes and regulations prohibiting discrimination are applicable to this Agreement and
include, without limitation, the following:
A. Grantee and any of its contractors, subcontractors, successors, transferees, and
assignees shall comply with Title VI of the Civil Rights Act of 1964, which
prohibits recipients of federal financial assistance from excluding from a program
or activity, denying benefits of, or otherwise discriminating against a person on
the basis of race, color, or national origin (42 U.S.C. § 2000d et seq.), as
implemented by the U.S. Department of the Treasury’s Title VI regulations, 31
CFR Part 22, which are herein incorporated by reference and made a part of this
Agreement. Title VI also includes protection to persons with “Limited English
Proficiency” in any program or activity receiving federal financial assistance, 42
U.S.C. § 2000d et seq., as implemented by the U.S. Department of the
Treasury’s Title VI regulations, 31 CFR Part 22, and herein incorporated by
reference and made a part of this Agreement;
People’s Self-Help Housing Corporation, City of San Luis Obispo Calle Joaquin Homekey LLC, Calle Joaquin LP 23-HK-18089Page 16 of 24EXHIBIT D
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71, Y8W1KUJVQZ95,
Y9E5S6FG14L6
B.Equal Employment Opportunity. Except as otherwise provided under 41 CFR
Part 60, all contracts that meet the definition of “federally assisted construction
contract” in 41 CFR Part 60–1.3 must include the equal opportunity clause
provided under 41 CFR 60–1.4(b), in accordance with Executive Order 11246,
“Equal Employment Opportunity” (30 FR 12319, 12935, 3 CFR Part, 1964–1965
Comp., p. 339), as amended by Executive Order 11375, “Amending Executive
Order 11246 Relating to Equal Employment Opportunity,” and implementing
regulations at 41 CFR part 60, “Office of Federal Contract Compliance Programs,
Equal Employment Opportunity, Department of Labor.”;
C.The Fair Housing Act, Title VIII of the Civil Rights Act of 1968 (42 U.S.C. § 3601
et seq.); Grantee shall affirmatively further fair housing, in accordance with the
Civil Rights Act of 1964 (42 U.S.C §2000a, et seq.), and the Fair Housing Act (42
U.S.C. §3601, et seq.), according to 42 U.S.C. §5306, et seq. and in compliance
with California statute (Gov. Code sections 65583, et seq.). Grantee shall comply
with the Fair Housing Amendment Act of 1988 (Public Law 100-430). Grantee
shall develop and implement an affirmative fair housing marketing plan that is
satisfactory to the Department. Appropriate aspects of the initial plan shall be
incorporated into the ongoing management plan to ensure positive outreach and
informational efforts to those who are least likely to know about and apply for
Interim Housing or Permanent Housing. Grantee is encouraged to refer to the
guidelines for Affirmative Fair Housing Marketing Plans issued by the U.S.
Department of Housing and Urban Development (“HUD”). Grantee shall comply
with all applicable state and federal fair housing laws;
D.Section 504 of the Rehabilitation Act of 1973, as amended (29 U.S.C. § 794);
prohibiting recipients of federal funds from discrimination against persons with
disability; the Americans With Disabilities Act of 1990 prohibiting all public
discrimination against persons with disabilities; the Age Discrimination Act of
1975 prohibiting age-based discrimination in federally funded activities; Executive
Order 11063 prohibiting discrimination in disposition of properties owned or
financed with federal funds, as amended by Executive Order 12259; and
Executive Order 11246 regarding fair employment, as amended by Executive
Orders 11375, 11478 and 12086; and HUD regulations heretofore issued or to be
issued to implement these authorities relating to civil rights;
People’s Self-Help Housing Corporation, City of San Luis Obispo Calle Joaquin Homekey LLC, Calle Joaquin LP 23-HK-18089 Page 17 of 24
EXHIBIT D
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71, Y8W1KUJVQZ95,
Y9E5S6FG14L6
E. The Age Discrimination Act of 1975, as amended (42 U.S.C. § 6101 et seq.); The
Age Discrimination Act of 1975, as amended (42 U.S.C. § 6101 et seq.);
prohibiting age-based discrimination in federally funded activities.
Title II of the Americans with Disabilities Act of 1990, as amended (42 U.S.C. § 12101 et
seq.); Americans With Disabilities Act of 1990 prohibiting all public discrimination
against persons with disabilities. The State of California nondiscrimination statutes,
regulations, and standards set forth and identified in the NOFA and at Exhibit C of this
Agreement.
26. Affirmative Fair Housing Marketing Plan and Fair Housing Compliance
A. Grantee shall affirmatively further fair housing, in accordance with the Civil Rights
Act of 1964 (42 U.S.C §2000a, et seq.), and the Fair Housing Act (42 U.S.C.
§3601, et seq.), according to 42 U.S.C. §5306, et seq. and in compliance with
California statute (Gov. Code sections 65583, et seq.). Grantee shall comply with
the Fair Housing Amendment Act of 1988 (Public Law 100-430).
B. Grantee shall develop and implement an affirmative fair housing marketing plan
that is satisfactory to the Department. Appropriate aspects of the initial plan shall
be incorporated into the ongoing management plan to ensure positive outreach
and informational efforts to those who are least likely to know about and apply for
Interim Housing or Permanent Housing. Grantee is encouraged to refer to the
guidelines for Affirmative Fair Housing Marketing Plans issued by the U.S.
Department of Housing and Urban Development (“HUD”). Grantee shall comply
with all applicable state and federal fair housing laws.
27. Grantee Acknowledgment of the Pet Friendly Housing Act of 2017
By executing this Agreement, Grantee acknowledges that the Pet Friendly Housing Act
of 2017 (Health & Saf. Code, § 50466) requires each housing development, if it is
financed on or after January 1, 2018 pursuant to Division 31 of the Health and Safety
Code, to authorize a resident of the housing development to own or otherwise maintain
one or more common household pets within the resident’s dwelling unit, subject to
applicable state laws and local governmental ordinances related to public health, animal
control, and animal anticruelty.
People’s Self-Help Housing Corporation, City of San Luis Obispo Calle Joaquin Homekey LLC, Calle Joaquin LP 23-HK-18089 Page 18 of 24
EXHIBIT D
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71, Y8W1KUJVQZ95,
Y9E5S6FG14L6
28. Final Certificate of Occupancy
Grantee shall provide a final certificate of occupancy (or an equivalent form of
occupancy certification or approval) issued by the local agency having jurisdiction over
such certificates.
29. Occupancy
The Assisted Units shall be occupied by the Target Population, and such units shall be
in decent, safe, and sanitary condition at the time of their occupancy. In addition, the
Grantee shall certify, upon occupancy, that it will employ the core components of
Housing First (as set forth at Welfare and Institutions Code section 8255) as part of its
property management plan and Supportive Services plan.
30. Tenant Selection
Referrals to Assisted Units shall be made through the local Coordinated Entry System
(“CES”), or another comparable prioritization system based on greatest need shall be
used. All referral protocols for Assisted Units shall be developed in collaboration with
the local Continuum of Care and implemented consistent with the Program
Requirements.
31. Participation in Statewide HDIS/HMIS
Grantee shall support Continuum of Care participation in the statewide Homeless Data
Integration System (“HDIS”). As required by and in accordance with state and federal
law (including all applicable privacy law), Grantee shall further disclose relevant data to
the local Homeless Management Information System (“HMIS”) and comparable data
collection systems.
32. Affordability Covenant
A. An Affordability Covenant shall be recorded against the Project real property in
accordance with Section 208 of the NOFA and this Agreement. For Interim
Housing Projects, the Department will prepare, and the Public Entity or Tribal
Entity shall cause, a 30-year Affordability Covenant to be recorded against the
Project real property.
People’s Self-Help Housing Corporation, City of San Luis Obispo Calle Joaquin Homekey LLC, Calle Joaquin LP 23-HK-18089Page 19 of 24EXHIBIT D
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71, Y8W1KUJVQZ95,
Y9E5S6FG14L6
B.For Interim Housing Projects that will ultimately result in Permanent Housing, the
Public Entity or Tribal Entity shall prepare and cause a 30-year Affordability
Covenant to be recorded against the Project real property during the interim
phase and upon conversion to permanent housing the public entity or tribal entity
shall cause a 55-year affordability covenant.
C.For Permanent Housing Projects, the Public Entity or Tribal Entity shall prepare
and cause a 55-year Affordability Covenant to be recorded against the Project
real property. For Permanent Housing Projects located on tribal trust land, a 50-
year Affordability Covenant shall be recorded against the Project real property.
D.The Affordability Covenant shall require integration of the Target Population
within all entrances, common areas, and buildings that comprise the Project.
E.The Affordability Covenant shall include occupancy and rent restrictions that
maintain the Project’s accessibility to the Target Population over the full term of
the Affordability Covenant.
F.All Affordability Covenants are subject to the advance written approval of the
Department, and shall be acceptable to the Department in form, substance, and
priority. Project-specific requirements and deadlines are set forth at Exhibit E of
this Agreement.
33.Restrictions on Sales, Transfers, and Encumbrances
Grantee shall not, for the duration of this Agreement, sell, assign, transfer, or convey
the Project, or any interest therein or portion thereof, without the express prior written
approval of the Department.
34.Retention, Inspection, and Audit of Records
A.Grantee is responsible for maintaining records which fully disclose the activities
funded by the Grant. Grantee shall retain all records for a period of five (5) years
after the expiration of this Agreement, unless a longer retention period is
stipulated. If any litigation, claim, negotiation, audit, monitoring, inspection or
other action commences during this required retention period, all records must be
retained until a full and final resolution of the action.
B.The Department, as well as its appointees, employees, agents, and delegates,
People’s Self-Help Housing Corporation, City of San Luis Obispo Calle Joaquin Homekey LLC, Calle Joaquin LP 23-HK-18089 Page 20 of 24
EXHIBIT D
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71, Y8W1KUJVQZ95,
Y9E5S6FG14L6
shall have the right to review, obtain, and copy all records pertaining to
performance under this Agreement. The U.S. Department of the Treasury and
any authorized oversight body or representative, including, without limitation, the
Treasury’s Office of Inspector General, the Government Accountability Office,
and the Pandemic Relief Accountability Committee, shall have the right of access
to such records in order to conduct audits or other investigations. Grantee shall
provide any relevant information requested, and shall permit access to its
premises, upon reasonable notice and during normal business hours, for the
purpose of interviewing employees and inspecting and copying books, records,
accounts, and other relevant material.
C. At any time during the term of this Agreement, the Department may perform or
cause to be performed a financial audit of any and all phases of the Project. At
the Department’s request, the Grantee shall provide, at its own expense, a
financial audit prepared by a certified public accountant. The audit shall be
performed by a qualified state, local, independent, or Department auditor. Where
an independent auditor is engaged, the audit services agreement shall include a
clause which permits the Department to have access to the independent
auditor’s relevant papers, records, and work product.
D. If there are audit findings, the Grantee shall submit a detailed response to the
Department for each audit finding. The Department will review the response. If
the Department determines, in its sole and absolute discretion, that the response
is satisfactory, the Department will conclude the audit process and notify the
Grantee in writing. If the Department determines, in its sole and absolute
discretion, that the response is not satisfactory, the Department will contact the
Grantee, in writing, and explain the action required to cure any audit deficiencies.
Such action could include the repayment of ineligible costs or other remediation.
E. If so directed by the Department upon the termination or expiration of this
Agreement, the Grantee shall deliver all records, accounts, documentation, and
other materials that are relevant to this Agreement to the Department as
depository.
35. Site Inspection
The Department reserves the right, upon reasonable notice, to inspect the Project to
determine whether it meets the Program Requirements. If the Department reasonably
People’s Self-Help Housing Corporation, City of San Luis Obispo Calle Joaquin Homekey LLC, Calle Joaquin LP 23-HK-18089 Page 21 of 24
EXHIBIT D
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71, Y8W1KUJVQZ95,
Y9E5S6FG14L6
determines that the site is not acceptable for the Project in accordance with] the
Program Requirements, the Department reserves the right to rescind the award and the
Grant. Nothing in this paragraph is intended to create or imply any obligation of the
Department to inspect the Project.
36. Compliance with State and Federal Laws, Rules, Guidelines, and Regulations
A. Grantee, its agencies or instrumentalities, contractors, sub-grantees, and
subrecipients shall comply with all local, state, and federal laws, statutes, and
regulations, as well as policies and guidelines established by the Department for
the administration of the Homekey program.
B. Grantee shall comply with the requirements of 24 CFR 570.480 et seq., the
Housing and Urban Development (HUD) 2 CFR 200, Uniform Administrative
Requirements, Cost Principles, and Audit Requirements for Federal Awards,
Final Guidance, as adopted by HUD at 2 CFR 2400, Title II of the Cranston-
Gonzales National Affordable Housing Act (42 U.S.C. § 12701 et seq.) and all
federal regulations and policies issued pursuant to these regulations. The
Grantee further agrees to utilize funds available under this Agreement to
supplement rather than supplant funds otherwise available.
37. Updated Information
If there is any change in the information that has been provided to the Department,
Grantee shall promptly provide the Department with updated documentation (e.g.,
updated sources and uses). All changes shall be subject to Department approval. In
addition, Grantee shall promptly notify the Department, in writing, of any changes in
Grantee or Co-Grantee organization, authorization, or capacity.
38. Survival of Obligations
The obligations of the Grantee, as set forth in this Agreement, shall survive the
termination or expiration of this Agreement.
39. Litigation
Grantee shall notify the Department immediately of any claim or action undertaken by or
against it which affects or may affect this Agreement or the Department and shall take
People’s Self-Help Housing Corporation, City of San Luis Obispo Calle Joaquin Homekey LLC, Calle Joaquin LP 23-HK-18089 Page 22 of 24
EXHIBIT D
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71, Y8W1KUJVQZ95,
Y9E5S6FG14L6
such action with respect to the claim or action as is consistent with the terms of this
Agreement, the Program Requirements, the interests of the Department, and the
objectives of the Homekey Program.
40. Entire Agreement; Severability
This Agreement constitutes the entire agreement between the Grantee and the
Department. All prior representations, statements, negotiations, and undertakings with
regard to the subject matter hereof are superseded hereby. If any term or provision of
this Agreement or the application thereof to any person or circumstance shall, to any
extent, be invalid or unenforceable, the remaining terms and provisions of this
Agreement, or the application of such terms or provisions to persons or circumstances
other than those as to which it is held invalid or unenforceable, shall not be affected
thereby, and each term and provision of this Agreement shall be valid and enforced to
the fullest extent permitted by law.
41. Modification or Waiver under AB 1010
The Department reserves the right to waive or modify any requirement under this
Agreement, or any Program Requirement, as authorized by and in accordance with
Assembly Bill No. 1010 (Chapter 660, Statutes of 2019) (“AB 1010”), which is codified
at Health and Safety Code section 50406, subdivision (p).
42. Waivers
No waiver of any breach, violation, or default under this Agreement shall be held to be a
waiver of any other or subsequent breach or violation thereof or default thereunder. The
Department’s failure, at any time, to enforce the provisions of this Agreement or to
require the Grantee’s performance under this Agreement shall in no way be construed
as a waiver of such provisions or performance, and it shall not affect the validity of this
Agreement or the Department’s right to enforce this Agreement.
43. Uniform Administrative Requirements, Cost Principles, and Audit Requirements
for Federal Awards
This Agreement is subject to the administrative requirements, cost principles, and audit
requirements for federal awards to non-federal entities, which are set forth at 2 Code of
Federal Regulations part 200.
People’s Self-Help Housing Corporation, City of San Luis Obispo Calle Joaquin Homekey LLC, Calle Joaquin LP 23-HK-18089 Page 23 of 24
EXHIBIT D
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71, Y8W1KUJVQZ95,
Y9E5S6FG14L6
A. Accounting Standards: Grantee agrees to comply with, and administer the
activity in conformance with, 2 CFR Part 200.300 et seq, and agrees to adhere to
the accounting principles and procedures required therein, utilize adequate
internal controls, and maintain necessary source documentation for all costs
incurred.
B. Debarred contractors: It certifies that neither the Applicant or its staff are
presently debarred, suspended, proposed for debarment, declared ineligible, or
voluntarily excluded from participation in federal assistance programs, in any
proposal submitted in connection with the Homekey program, per the Excluded
Party List System located at https://www.sam.gov/SAM/. In addition, the
Applicant will not award contracts to or otherwise engage the services of any
contractor while that contractor (or its principals) is debarred, suspended,
proposed for debarment, declared ineligible, or voluntarily excluded from
participation from the covered transaction, in any proposal submitted in
connection with the Homekey program under the provisions of 24 CFR Part 24.
Single Audit Requirements: Grantee is responsible for complying, as necessary, with
the Single Audit Act and its implementing regulation at 2 Code of Federal Regulations
part 200, subpart F regarding audit requirements.
44. Disputes
In the event of any conflict between this Agreement and any Grantee documents or side
agreements, this Agreement and the Program Requirements shall prevail, are
applicable, and shall be enforceable by the Department even if the Department provided
review or approval of such documents and side agreements.
45. Consent
The parties agree that wherever the consent or approval of the Department or Grantee
is required under this Agreement, such consent or approval shall not be unreasonably
withheld, conditioned, or delayed, unless the same is specified as being in that party’s
sole and absolute discretion, or other words of similar import.
46. Grantee Liability
Grantee shall remain liable to the Department for performance under this Standard
People’s Self-Help Housing Corporation, City of San Luis Obispo Calle Joaquin Homekey LLC, Calle Joaquin LP 23-HK-18089 Page 24 of 24
EXHIBIT D
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71, Y8W1KUJVQZ95,
Y9E5S6FG14L6
Agreement and compliance with all Program Requirements regardless of any
Department-approved transfer or assignment of interest, or of any designation of a third
party for the undertaking of all or any part of the Scope of Work. Likewise, each Co-
Grantee shall remain jointly and severally liable to the Department for performance
under this Standard Agreement and compliance with all Program Requirements
regardless of any Department-approved transfer or assignment of interest; any
designation of a third party for the undertaking of all or any part of the Scope of Work; or
the Co-Grantees’ identification of a Designated Payee.
47. Defense and Indemnification
Grantee agrees to defend, indemnify, and hold harmless the Department, and its
appointees, agents, employees, and officers, from any losses, damages, liabilities,
claims, actions, judgments, court costs and legal or other expenses (including attorneys’
fees), which may arise in connection with Grantee’s use of the Grant funds and
performance under this Agreement. If any attorney, including the California Attorney
General, is engaged by the Department to enforce, construe, or defend any provision of
this paragraph, with or without the filing of any legal action or proceeding, Grantee shall,
individually or jointly, pay to the Department, immediately upon demand, the amount of
all attorneys’ fees and costs incurred by the Department in connection therewith.
48. Time Is of the Essence
Time is of the essence under this Agreement, and in the performance of every term,
covenant, and obligation contained herein.
People’s Self-Help Housing Corporation, City of San Luis Obispo
Calle Joaquin Homekey LLC, Calle Joaquin LP
23-HK-18089
Page 1 of 10
EXHIBIT E
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71, Y8W1KUJVQZ95,
Y9E5S6FG14L6
PROJECT-SPECIFIC PROVISIONS AND SPECIAL TERMS AND CONDITIONS
1.PROJECT-SPECIFIC PROVISIONS
Project Name: Calle Joaquin Homekey
Address: 1433 Calle Joaquin, San Luis Obispo, CA 93405
Assessor Parcel Numbers (APNs): 053-151-026
A.Permanent Housing – Award, Disbursement, and Eligible Use(s)
Grantee received Homekey Program award letter on December 19, 2023 (the
“Award Date”). A revised letter was issued on January 19, 2024. Pursuant to that
award letter, the Grantee is receiving Homekey Grant funds in the amount of
$19,358,270.00 (the “Award”). The Designated Payee of these funds is People's
Self Help Housing Corporation. Grantee will use the funds to provide Permanent
Housing for the Target Population and subpopulations as specified in the unit mix
chart included herein. Specifically, the Grantee will apply these funds towards the
following eligible use(s):
1)Acquisition and rehabilitation of a hotel to provide Permanent Housing for
the Target Population.
2)Capitalization of an operating subsidy for the Assisted Units
The Homekey Award is comprised of:
Total Award $19,358,270.00
Capital Award $17,414,328.00
Acquisition $14,000,000.00
Rehabilitation $3,414,328.00
Master Leasing $0.00
New Construction $0.00
Affordability Covenants $0.00
Relocation $0.00
Operating Award $1,943,942.00
People’s Self-Help Housing Corporation, City of San Luis Obispo
Calle Joaquin Homekey LLC, Calle Joaquin LP
23-HK-18089
Page 2 of 10
EXHIBIT E
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71, Y8W1KUJVQZ95,
Y9E5S6FG14L6
B.Unit Mix
# of
Bedrooms
Total
Homekey
Units
Homeke
y-funded
Manager
Units
Homekey
-
Assisted
Units
AMI
Income
Limit
Target Population or
Subpopulation Restriction
0 (Studio) 20 0 20 30% At-Risk of Homelessness
0 (Studio) 20 0 20 30% Chronically Homeless
0 (Studio) 30 0 30 30%
Homeless Youth or Youth At-
Risk of Homelessness
2-Bedroom 5 0 5 30% At-Risk of Homelessness
2-Bedroom 1 1 0 N/A N/A
Totals: 76 1 75
Grantee must use referrals to the Homekey Assisted Units through the local
Coordinated Entry System (CES) or comparable prioritization system based on
greatest need. All referral protocols for Homekey Assisted Units must be
developed in collaboration with the local CoC and implementation consistent with
the requirements set forth in the Homekey NOFA.
C.Project Narrative
1)Calle Joaquin Homekey Project will acquire and rehabilitate motel to
create 76 housing units. The Project consists of three one-story buildings
connected by stairs that includes upper walkways and parking, with
seventy (70) studio units, five (5) two-bedroom units, and one (1) two-
bedroom manager's units. Each unit will include kitchenettes with a
refrigerator, sink, kitchen utensil and a microwave; and will be furnished
with beds, nightstands, and shelving. Two community kitchens will have
commercial-grade appliances and tables with chairs. Off-site amenities,
located within one mile of the project include transportation stops, a
pharmacy, a grocery store, and public parks or Community Center.
People’s Self-Help Housing Corporation, City of San Luis Obispo
Calle Joaquin Homekey LLC, Calle Joaquin LP
23-HK-18089
Page 3 of 10
EXHIBIT E
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71, Y8W1KUJVQZ95,
Y9E5S6FG14L6
2)Homeless Youth Project. This Project received set-aside funding as a
Homeless Youth Project. Grantee shall have jointly applied and/or
partnered with a nonprofit corporation with experience serving the
foregoing subpopulation; and the Project shall provide Supportive
Services for Youth Assisted Units using a Positive Youth Development
(PYD) model and trauma-informed care. Grantee shall abide by all
additional representations in the Application that qualified the Grantee’s
Project for prioritized funding as a Homeless Youth Project.
3)Set-Aside Funds – Homeless Youth or Youth at Risk of
Homelessness Occupancy. This Project’s Award included set-aside
funds for Homeless Youth or Youth at Risk of Homelessness in the
amount of $7,783,807.00. In exchange for these set-aside funds, the
Grantee has agreed that at least thirty (30) units in this Project will be
restricted to occupancy by Homeless Youth or Youth at Risk of
Homelessness for the duration of the 30-year regulatory term.
D.Scope of Work
1)Construction and Rehabilitation Detail:
a)Site Fencing: Install new substantial fencing system for security
with car and pedestrian gate. Install entry gate key fob system and
electric strike for remote opening from front desk
b)Asphalt Pavement: Repair, resurface and restripe entire parking lot
area according to current code requirements.
c) Walkways: Add truncated dome pads at all required locations.
Install ramps and curb-cuts. Install contrast striping on tread noses
at all exterior stairs. Replace existing stair treads with new ones
that have a built-in risers. Add handrail extensions at landings.
Install Accessibility Code-required handrail extensions. Replace all
damaged walkway railings. Paint the guard railings. Add the stair
handrail extensions at landings.
People’s Self-Help Housing Corporation, City of San Luis Obispo
Calle Joaquin Homekey LLC, Calle Joaquin LP
23-HK-18089
Page 4 of 10
EXHIBIT E
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71, Y8W1KUJVQZ95,
Y9E5S6FG14L6
d)Landscaping Improvements: New landscaping to replace the pool
and the decking. Landscaping improvements will include installation
of consistent and drought tolerant plants and shrubs.
e)Property Signage: Reconfigure existing signage for the new
proposed use. Replace all exit signage with new LED versions.
f)Security Cameras: The existing security surveillance camera
system will be upgraded, and additional cameras will be added.
Camera locations will include primary ingress/egress points to and
from the site, parking lots, and indoor and outdoor common areas
where people congregate (including management office, laundry
room, and play areas).
g)Exterior Building: Replace shingle roof. Repair or replace damaged
gutters and downspouts. Paint building exterior surfaces. Repair
and paint dented entry doors.
h)Interior Units: Install new kitchenettes with sink in all 76 units.
i)Paint all unit walls and ceilings, install new blinds in each unit, add
closets with frames and doors, replace the showers in 48 units and
Replace all doorknob hardware with lever handle models.
j)Recreation/gathering area: All pool equipment will be removed and
demolished to create a new outdoor community space with new
landscaping and outdoor furniture.
k)Convert and furnish three residential units offices. Remodel two
community kitchens.
People’s Self-Help Housing Corporation, City of San Luis Obispo
Calle Joaquin Homekey LLC, Calle Joaquin LP
23-HK-18089
Page 5 of 10
EXHIBIT E
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71, Y8W1KUJVQZ95,
Y9E5S6FG14L6
Supportive Services and Staffing Detail:
Grantee shall assure that the case manager ratio for this project will be
maintained at 20.0 to 1 for the Chronically Homeless, 33.3 to 1 for At-Risk
of Homeless, and 15.0 to 1 for Homeless Youth or Youth At-Risk of
Homelessness populations. People’s Self-Help Housing will manage the
property and Supportive Services. Case Management, Mental, Behavioral
and Physical Health Care, Substance Use, Education, and Other Services
such as Housing retention and Assistance obtaining benefits and
Essential Documentation will be offered. These services will be available
on and off site; Service Provider will assist with transportation.
E.Grantee Contract Coordinator
Authorized Representative Name: Whitney McDonald
Authorized Representative Title: Interim City Manager
Entity Name: City of San Luis Obispo
Address: 990 Palm Street, San Luis Obispo, CA
93405
Telephone No.: (805) 781-7114
E-Mail Address:wmcdonald@slocity.org
Authorized Representative Name: Kenneth Trigueiro
Authorized Representative Title: CEO & President
Entity Name: People's Self-Help Housing
Corporation
Address: 1060 Kendall Road, San Luis Obispo,
CA 93036
Telephone No.: (805) 540-2453
E-Mail Address:kennetht@pshhc.org
People’s Self-Help Housing Corporation, City of San Luis Obispo
Calle Joaquin Homekey LLC, Calle Joaquin LP
23-HK-18089
Page 6 of 10
EXHIBIT E
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71, Y8W1KUJVQZ95,
Y9E5S6FG14L6
Authorized Representative Name: Kenneth Trigueiro
Authorized Representative Title: CEO & President
Entity Name: Calle Joaquin Homekey, LLC
Address: 1060 Kendall Road, San Luis Obispo,
CA 93036
Telephone No.: (805) 540-2453
E-Mail Address:kennetht@pshhc.org
Authorized Representative Name: Kenneth Trigueiro
Authorized Representative Title: CEO & President
Entity Name: Calle Joaquin, LP
Address: 1060 Kendall Road, San Luis Obispo,
CA 93036
Telephone No.: (805) 540-2453
E-Mail Address:kennetht@pshhc.org
F.Additional Conditions Precedent to Disbursement
None
People’s Self-Help Housing Corporation, City of San Luis Obispo
Calle Joaquin Homekey LLC, Calle Joaquin LP
23-HK-18089
Page 7 of 10
EXHIBIT E
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71, Y8W1KUJVQZ95,
Y9E5S6FG14L6
G. Budget Detail
1) Grantee is obligated to cover the Project’s development, operations, and
service costs for five (5) years. Grantee will satisfy this obligation by
leveraging funding commitments, or other reasonable funding assurances,
from the following funding sources:
a) Homekey Award dated December 19, 2023, for a funding
commitment of $17,414,328.00 for Acquisition.
b) The People's Self-Help Housing Corporation letter dated November
20, 2023, for a funding commitment of $164,329.00 for Deferred
Developer Fees.
c) The Balay Ko Foundation Grant letter dated July 22, 2023, for a
funding commitment of $800,00.00 for Acquisition and
Rehabilitation.
d) The City of San Luis Obispo Loan letter dated July 26, 2023, for a
funding commitment of $400,000.00 for Acquisition and
Rehabilitation.
e) The County of San Luis Obispo, General Fund SB 1090 Affordable
Housing Reserve Designation letter dated July 25, 2023, for
funding commitment of $2,600,000.00 for Project Capital,
Renovations and Operation Costs.
f) The Wells Fargo Bank email dated October 29, 2021, for funding
commitment of $150,000.00 for the Homekey Accelerator Program.
2) Grantee shall maintain the ongoing affordability of the Project by
leveraging the following non-Homekey sources of rental or operating
subsidies:
a) The Housing Authority of the City of San Luis Obispo letter dated
July 27, 2023, committing 60 Project Based Vouchers (PBV) at
People’s Self-Help Housing Corporation, City of San Luis Obispo
Calle Joaquin Homekey LLC, Calle Joaquin LP
23-HK-18089
Page 8 of 10
EXHIBIT E
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71, Y8W1KUJVQZ95,
Y9E5S6FG14L6
$1,152,000.00 per year for 15 years, for a total funding commitment
of $17,280,000.00.
H. Performance Milestones
Performance Milestones Milestone Completion Date
Project escrow must be closed, and
Capital funds must be fully expended.
March 19, 2025
(This date includes a 7-month
extension granted by the Department)
Homekey-funded operating funds must
be fully expended.
June 30, 2026
All Acquisition, Construction and/or
Rehabilitation of the Homekey Project
must be completed.
December 19, 2024
Full occupancy by the Target Population
must be accomplished in accordance
with the descriptions and
representations set forth in the
Application.
March 19, 2025
A copy of Grantee’s written
nondiscrimination policy (in accordance
with Exhibit D of this Agreement) must
be submitted to the Department.
August 19, 2024
A Department-approved Affordability
Covenant must be recorded against the
Project real property after the
Departments approval to record, and as
specified and described in the NOFA
and this Agreement.
30 days from disbursement of funds
*But not before Department approval
People’s Self-Help Housing Corporation, City of San Luis Obispo
Calle Joaquin Homekey LLC, Calle Joaquin LP
23-HK-18089
Page 9 of 10
EXHIBIT E
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71, Y8W1KUJVQZ95,
Y9E5S6FG14L6
Performance Milestones Milestone Completion Date
A copy of the Notice of Exemption from
the California Environmental Quality Act
(CEQA) filed with the Office of Planning
and Research (OPR) as applicable.
August 19, 2024
A Homekey Program and Expenditure
Report must be submitted to the
Department as specified and described
in the NOFA.
January 31 – Each year for five (5)
years following the Effective Date of
this Agreement.
2. SPECIAL TERMS AND CONDITIONS
The following Special Terms and Conditions are applicable to this Project and shall
control notwithstanding anything to the contrary herein:
A. Affordability Covenant
1) The state, regional, local, or tribal Grantee shall ensure that the Project is
duly encumbered with a 55-year Affordability Covenant that (a) is recorded
in first position against the Project for the benefit of the state, regional,
local, or tribal Grantee; (b) restricts the use, operation, occupancy, and
affordability of the Project in accordance with this Agreement and the
applicable Program Requirements; (c) duly names the Department as a
third-party beneficiary with the right and privilege, but not the obligation, of
enforcement thereof; and (d) is otherwise in form and substance
acceptable to the Department.
2) The Affordability Covenant must be recorded against the real property of
the Project site by the Milestone Completion Date set forth herein. The
Grantee shall obtain the Department’s express written approval of the
Affordability Covenant prior to the recordation of the same. After
recordation, the Grantee shall promptly provide the Department with a
conformed copy of the recorded Affordability Covenant.
People’s Self-Help Housing Corporation, City of San Luis Obispo
Calle Joaquin Homekey LLC, Calle Joaquin LP
23-HK-18089
Page 10 of 10
EXHIBIT E
Homekey Program – Round 3 (Homekey)
NOFA Date: 03/29/2023, as amended 11/15/2023
Project Name: Calle Joaquin Homekey
Approved Date: 11/21/2023
Prep. Date: 02/15/2024
Unique Entity Identifier(s): NHC6G8NUGY17, VCUGK243NQ71, Y8W1KUJVQZ95,
Y9E5S6FG14L6
3) Unless otherwise authorized by the prior and express written approval of
the Department, the Affordability Covenant must be recorded as a lien
against the Project in first position, and must remain in first position, over
all other Project agreements, covenants, or other matters of record on the
real property for the period of affordability required by the Program.
B. Grantee has committed to serve specific sub-populations as per NOFA Section
304, Application Scoring Criteria (3)(a). Grantee shall ensure that at least 25
percent of the Project’s Assisted Units are restricted to occupancy by households
experiencing Chronic Homelessness.
C. Grantee has committed to a 55-year use restriction for the Project and has
waived any potential accommodation by the Department to increase income
limits, as per NOFA Section 304, Application Scoring Criteria, (3)(c), for 100
percent of the Assisted Units.
D. Department approval is required if it is determined in the future that the Project
needs to complete a potential change of ownership in the property from the LLC
(Co-Applicant #2) to the LP (Co-Applicant #3)
E. Grantee clarified in their email dated December 5, 2023, that 15 units do not
need PBV vouchers. Instead, Grantee confirmed the PBV committed for 60 units
provides sufficient revenue for the project.
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Calle Joaquin Homekey Project
Biweekly Meeting Agenda
02/21/24
City of San Luis Obispo and PSHH
• Agreements/Admin
o PSHH/City MOU
In PSHH court, add milestone chart and ability for amendments to dates
without going to council
o HCD Standard Agreement
PSHH requesting extension to provides responses to HCD on services
agmt
PSHH getting MOU with 5CHC
• Design/Construction
o PSHH to send City letter signed by owner confirming no permanent tenants
o PSHH provides approved Relocation Plan to City
o City to coordinate meeting with HASLO regarding lessons learned
o PSHH provides Master Development Plan in the next month to City
o Building Permits under review in Building Dept.
o PSHH is defining/pricing scope and generating construction schedule with GC
• Financing
o City Loan Docs
o PSHH applying for additional County funds - HHAP due March 1st.
• Relocation
o PSHH applying for additional County funds - HHAP due March 1st.
COOPERATING AGREEMENT FOR HOMEKEY ROUND 3 PROJECT
THIS COOPERATING AGREEMENT (Agreement) is between the City of San Luis Obispo
(City) and Peoples Self- Help Housing, a 501(c)(3) Corporation (PSHH). PSHH, is referred to as
Developer. City and PSHH are sometimes individually referred to as a Party and collectively as the
Parties. This Agreement will be effective as of the last date the Agreement is signed by all Parties
(Effective Date).
RECITALS
A. In response to the spread of COVID-19 in the State of California, Governor
Newsom secured Federal Emergency Management Agency (FEMA) approval for Project
Roomkey, a state-wide initiative with the intention of securing thousands of motel rooms to
provide non-congregate shelter for extremely vulnerable individuals experiencing homelessness
to help keep susceptible, homeless persons safe, flatten the curve, and preserve hospital capacity.
B. On June 15, 2020, the state of California passed a budget that included $550 million
for the purpose of rapidly expanding the inventory of housing available to homeless persons
currently served by Project Roomkey and subsequently launched the Homekey Program.
C. Following on the success of the 2020 Homekey Program, the States FY 2022-23
budget included funds for Homekey Round 3 administered by the Department of Housing and
Community Development (HCD).
D. On March 29, 2023, The California Department of Housing and Community
Development (HCD) announced the notice of funding availability (NOFA) of approximately $736
million in Round 3 Homekey funds to sustain and rapidly expand the inventory of housing for people
experiencing homelessness or at risk of homelessness and who are, thereby, inherently impacted by
or at increased risk for medical disease or conditions due to the COVID-19 pandemic or other
communicable diseases. The estimated Homekey funds for the Central coast geographic allocation
was $22,657,376.
E. On July 24, 2023, the City adopted a resolution authorizing the submittal of a joint
application for Homekey Round 3 grant program funds in conjunction with PSHH, a developer
who is experienced in affordable housing development and in providing housing assistance to those
experiencing homelessness, for the proposed acquisition, rehabilitation and conversion of 87-unit
Motel 6 located at 1433 Calle Joaquin San Luis Obispo, CA (Project).
F. On December 19, 2023, and revised January 18, 2024, HCD provided the City
and Developer a Homekey Round 3 conditional award for the Calle Joaquin Homekey project
(Contract No. 23-HK-18089) consisting of a capital award of $17,414,328 and operating award
of $1,943,942.
G. On January 22, 2024, the City and Developer, as co-applicants, executed the
conditional award for Homekey Round 3 funding.
H. To support the joint application for Homekey Round 3 program funding, the
Developer agreed to undertake the following activities:
1. Negotiate directly with property owner(s) and effectuating the purchase of the
real property located at 1433 Calle Joaquin San Luis Obispo, CA (Project
Site);
2. Assist the City in obtaining state funding made available for the purpose of
acquiring the Project Site and applying for all other necessary Project financing;
3. Prepare and carry out a scope of work necessary to convert the Project Site into
housing that meets the criteria of Health and Safety Code section 50675.1.4 and
to create safe and habitable living spaces for up to 75 tenants who are homeless
or at-risk of homelessness; and,
4. Own, manage and operate the site as housing in compliance with the
requirements of the Homekey Round 3 Program and consistent with Health
and Safety Code section 50675.1.4.
I. To support the joint application for Homekey Round 3 program funding, and maximize the
investment of, Homekey Round 3 funds from the State, the City provided a local match contribution of
$400,000 from the Citys Affordable Housing Fund for the acquisition and rehabilitation of the Project site;
and the City initiated the review process required to obtain environmental clearance pursuant to the National
Policy Environmental Act (NEPA).
NOW, THEREFORE, in consideration of the recitals and mutual covenants and conditions
contained in this Agreement, incorporated herein, the Parties agree as follows:
1. Term.
1.1 The term of this Agreement will be from the date of execution until completion of the
tasks stated herein (the Term.) This agreement shall be construed to be consistent with the
Standard Agreement, which will be drafted by The Department of Housing and Community
Development. The Standard Agreement will be entered under the authority and in furtherance of
the Homekey Round 3 Program (Agreement). The Agreement shall be executed by the City of
San Luis Obispo and Peoples Self-Help Housing, as co-grantees. The Agreement will incorporate
by reference the representations and descriptions included in the Homekey Round 3 application.
2. Project Development Tasks.
2.1 During the Term, the Developers responsibilities, with the cooperation from City staff,
include the followings tasks:
a) Negotiate with property owner(s) and effectuate the purchase of the Project Site;
b) Define a development schedule, including Project(s) milestones;
c) Undertake all such environmental review required by the National Environmental
Policy Act, as applicable, and acquire all use entitlements and/or permit approvals
to place the Project Site in a condition ready for development and construction of
the Project.
d) Identify and obtain required funding sources for the Project.
e) Assist the City in obtaining state funding made available for the purpose of acquiring
the Project Site utilizing Homekey Round 3 funds and to apply for all other necessary
Project financing;
f) Prepare and carry out a scope of renovation work necessary to create housing for
individuals and families who are experiencing homelessness or who are at-risk of
homelessness that meets the criteria of Health and Safety Code section 50675.1.4;
g) Implement all the requirements of Health and Safety Code section 50675.1.4 for the
Project to be statutorily exempt from the California Environmental Quality Act; and
h) At the conclusion of the tasks defined above, PSHH shall own, manage and operate
the property throughout the required affordability periods pursuant to Homekey
Program requirements and Health and Safety Code section 50675 et seq., which shall
be no fewer than 55 years.
2.2 During the Term, the City will be a cooperative partner as the Lead Applicant for Homekey
application funds. The Citys primary tasks will include:
a) Obtain approvals required to apply for and receive Homekey program funding
including execution of the Standard Agreement with HCD.
b) Authorize and execute documents for required local match contribution.
c) Acting as Responsible Entity, take actions necessary to obtain National
Environmental Protection Act (NEPA) clearance.
d) Participate in project meetings to stay abreast of project development activities and to
facilitate communication as appropriate.
3. Developer Status.
3.1 Project Managers. The Project Manager for Developer will be PSHH.
3.2 Non-Assignability. With the exception of Developer-formed special purpose entity for
ownership and or future low-income housing tax credit investment, Developer will not assign this
Agreement or any portion thereof to a third party without the prior written consent of City, and any
attempted assignment without such prior written consent will be null and void and will be cause, at City's
sole and absolute discretion, for immediate termination of this Agreement.
3.3 Additional Financing. Development of the Project is a critical component of the Citys efforts
towards addressing homelessness and facilitating safe housing for those experiencing or at risk of
experiencing homelessness. Delays in development caused by Developers financial default will impede
these efforts. In acknowledgment of this, Developer agrees that it will not pursue any debt funding or
take any other action which would inure to any third party a financial interest in the Project without the
Citys express written consent in advance thereof.
4. Indemnification.
4.1 Indemnity. Each Party to this Agreement shall defend, indemnify, and hold harmless the other
Party, and their governing bodies, officials, officers, employees, and agents (Indemnified Parties) from
and against all claims, suits, actions, losses, and liability of every kind (collectively, Liability), arising
out of, connected with or resulting from the indemnifying Partys negligence or willful misconduct in
carrying out its respective obligations under this Agreement, except to the extent such Liability is caused
by the negligence or willful misconduct of an Indemnified Party. This indemnification section shall survive
termination of the Agreement.
5. Miscellaneous.
5.1 Notices. Formal notices, demands, and communications between City and Developer must be given
either by (i) personal service, (ii) delivery by reputable overnight document delivery service that provides
a receipt showing date and time of delivery, or (iii) or by U.S. first class certified mail, return receipt
requested, addressed to:
To City: City Executive Office
Attn: Timmi Tway, Community Development
Director
(805) 781-7187
ttway@slocity.org
To Developer: Peoples Self-Help Housing
Attn: Ken Trigueiro, CEO & President
(805) 540-2453
kennetht@pshhc.org
Peoples Self-Help Housing
Attn: Veronica Garcia, Chief Real Estate Development Officer 805.651.3592
veronicag@pshh.org
Notices will be deemed effective upon receipt. Such written notices, demands, and communications
will be sent in the same manner to such other addresses as any party may from time to time designate by
mail.
5.2 Interpretation and Governing Law. The terms of this Agreement will be construed in accordance
with the meaning of the language used and will not be construed for or against any party by reason of the
authorship of this Agreement or any other rule of construction which might otherwise apply. The section
headings are for purposes of convenience only and will not be construed to limit or extend the meaning of
this Agreement. Any action arising out of this Agreement shall be brought in the Superior Court of San Luis
Obispo County, California. The validity, interpretation, construction and performance of this Agreement,
and all acts and transactions pursuant hereto and the rights and obligations of the Parties hereto shall be
governed, construed and interpreted in accordance with the laws of the State of California, without giving
effect to principles of conflicts of law.
5.3 Amendments. Any alteration, change, or modification of or to this Agreement must be in writing
and signed by authorized representatives on behalf of each of the Parties. Substantial amendments to this
Agreement may be subject to the approval of the City Council of San Luis Obispo. The Citys Community
Development Director or designee is authorized to execute amendments to this Agreement on behalf of the
City.
5.4 Counterparts. This Agreement may be executed in counterparts, each of which,
after all the Parties hereto have signed this Agreement, will be deemed to be an original, and such
counterparts will constitute one and the same instrument.
5.5 Independent Status. As co-applicants to the Homekey Project, PSHH and the City are and shall
at all times remain independent entities. The personnel performing the Services under this Agreement on
behalf of each Party shall at all times be under their respective Partys exclusive direction and control.
Neither Party nor any of their officers, employees, or agents shall have control over the conduct of the other
Party or any of their officers, employees, or agents, except as set forth in this Agreement. Neither Party shall
incur nor have the power to incur any debt, obligation, or liability whatsoever against the other, or bind the
other in any manner.
5.6 Confidentiality. Developer acknowledge and agree that the City is a public entity with
a responsibility and, in many cases, a legal obligation to conduct its business in a manner
open and available to the public. Accordingly, any information provided by Developer to City with respect
to the Project Site, the Project or Developer may be disclosed to the public either purposely, inadvertently,
or as a result of a public demand, request or order.
5.6 Time is of the Essence. Time is of the essence for each of Developers obligations under this
Agreement.
[SIGNATURES ON FOLLOWING PAGE]
THE UNDERSIGNED AUTHORIZED REPRESENTATIVES of City of San Luis Obispo and
Peoples Self-Help Housing have executed this Agreement as set forth below:
CITY OF SAN LUIS OBISPO
By: ,
Derek Johnson, City Manager
Date:
PEOPLES SELF-HELP HOUSING
By:
Ken Trigueiro, President and CEO
Date:
City of San Luis Obispo, City Attorney’s Office, 990 Palm Street, San Luis Obispo, CA, 93401-3249, 805.781.7140, slocity.org
July 28, 2023
Jennifer Seeger, Deputy Director
Division of State Financial Assistance, Department of Housing and Community Development
2020 W El Camino Ave, Suite 670
PO Box 852054
Sacramento CA 94252
Re: Calle Joaquin Homekey Project Grant Application
To Whom it May Concern,
The City of San Luis Obispo (the “City”) has been asked to complete a Certificate & Legal Disclosure
related to the Calle Joaquin Homekey Grant Application. The City is a joint applicant with People’s
Self-Help Housing. The City does not have an ownership interest in the property. According to the
terms of the Legal Disclosure, “Public entity applicants without an ownership interest in the
proposed project, including but not limited to cities, counties, and joint powers authorities with 100
or more members, are not required to respond to this questionnaire.”
This letter will serve to provide additional explanation and disclaimer as to Statements 4 and 5 of
the Certification.
Statement 4: The City does not have any personal knowledge whether the Project, or the real
property on which the Project is proposed (Property) is a party to or the subject of any claim or
action at the State or Federal appellate level. However, the City has been informed by the seller
that the Project and Property are not subject to any such claims, so the City, by Deputy City
Manager Greg Hermann, attests as such, on information and belief.
Statement 5: The City is not required to complete the Legal Disclosure questionnaire. As such, the
City is not “disclos[ing] and describ[ing] below any claim or action undertaken which affects or
potentially affects the feasibility of the Project,” so the City does not attest to Statement 5.
If any additional information is needed, please feel free to contact staff or myself. The City will, to
the best of its ability, cooperate with this application process.
Sincerely,
Sadie Symens
Deputy City Attorney
1
From:Miles, Courtney
Sent:Thursday, November 20, 2025 10:07 AM
To:Accounts Payable
Cc:Malicoat, Debbie; Garcia, Tavy
Subject:FW: PIP Funding Reimbursement for Calle Joaquin
Attachments:PSHHC_JPM_WiringInstructions_Letterhead - Calle Joaquin.docx; 23-PIP-18487 -213-Executed
(1).pdf; Pro Housing Incentive Program Receipt.pdf; Pro Housing Incentive Program Check 1 of
4.jpg; RE: Affordable Housing Fund Account - Pro Housing State of CA Checks ; Pro Housing
Incentive Program Check 1 of 4.jpg; Transaction_Details_11_20_2025_13_05.pdf
Hi Katie,
Here is a $400,000 scheduled for tomorrow, 11/21/2025.
Thank you,
Courtney Miles
Accountant
Finance
Accounting Division
990 Palm Street, San Luis Obispo, CA 93401-3249
E cmiles@slocity.org
P 805.781.7041
slocity.org
Stay connected with the City by signing up for e-notifications
From: Malicoat, Debbie
Sent: Thursday, November 20, 2025 9:08 AM
To: Miles, Courtney
Cc: Garcia, Tavy
Subject: FW: PIP Funding Reimbursement for Calle Joaquin
Courtney,
Can you please set this up for wire payment?
Thanks,
Debbie
Debbie Malicoat
pronouns she/her/hers
Deputy Director of Finance/Controller
990 Palm, San Luis Obispo, CA 93401-3218
E dmalicoa@slocity.org
T 805.781.7127
slocity.org
2
From: Amini, David <DAmini@slocity.org>
Sent: Thursday, November 20, 2025 8:55 AM
To: Malicoat, Debbie <dmalicoa@slocity.org>
Cc: McClish, Teresa <tmcclish@slocity.org>
Subject: FW: PIP Funding Reimbursement for Calle Joaquin
Good morning Debbie,
I have another wire to schedule. This is for the $400,000 HCD Prohousing Incentive Program reimbursement check
we received in August on behalf of the People’s Self-Help Housing Beacon Studios/Calle Joaquin Homekey housing
project.
The City was authorized by Council by Resolution 11489 to apply for this funding source. The City received an award
last year in the total amount of $750,000. Please see attached standard agreement executed between the City and
HCD. The City is awarding this funding to four separate affordable housing projects – see snippet below from the
standard agreement. This is a reimbursement program where the City as the awardee submits eligible project costs to
HCD on behalf of the developers, then receives a reimbursement check from HCD, and then grants funds to the
developer. PSHH is to receive $400,000 of the total award and we received a check from HCD in that amount
(attached).
PSHH’s wire instructions are attached.
Please let me know if you need any more information.
Thank you,
David Amini
Housing Coordinator
Community Development
919 Palm, San Luis Obispo, CA 93401-3218
E DAmini@slocity.org
T 805.781.7524
slocity.org
Stay connected with the City by signing up for e-notifications
3
From: Trevor Taggesell <trevort@pshhc.org>
Sent: Wednesday, November 19, 2025 2:53 PM
To: Daisy Miguel <daisym@pshhc.org>; Amini, David <DAmini@slocity.org>
Cc: Christi Ware <christiw@pshhc.org>; Jackie Ramsdell <jackier@pshhc.org>; Jessica Johnson <jessicaj@pshhc.org>
Subject: RE: PIP Funding Reimbursement for Calle Joaquin
Hi David,
Apologies for the delay. Please find wiring instructions attached. Please let me know if you have any questions.
Thank you!
From: Daisy Miguel <daisym@pshhc.org>
Sent: Wednesday, November 19, 2025 2:07 PM
4
To: Amini, David <DAmini@slocity.org>; Trevor Taggesell <trevort@pshhc.org>
Cc: Christi Ware <christiw@pshhc.org>; Jackie Ramsdell <jackier@pshhc.org>; Jessica Johnson <jessicaj@pshhc.org>
Subject: RE: PIP Funding Reimbursement for Calle Joaquin
Hi David,
Our accounting team is working on the draw process, they should be sending the draw request soon. Thanks!
Best,
Daisy Miguel
From: Amini, David <DAmini@slocity.org>
Sent: Tuesday, November 18, 2025 5:03 PM
To: Daisy Miguel <daisym@pshhc.org>; Trevor Taggesell <trevort@pshhc.org>
Cc: Christi Ware <christiw@pshhc.org>; Jackie Ramsdell <jackier@pshhc.org>
Subject: RE: PIP Funding Reimbursement for Calle Joaquin
[EXTERNAL]
Hi Daisy,
Just following up on this – we are ready to disburse funds when you are.
Thank you,
David Amini
Housing Coordinator
Community Development
919 Palm, San Luis Obispo, CA 93401-3218
E DAmini@slocity.org
T 805.781.7524
slocity.org
Stay connected with the City by signing up for e-notifications
From: Amini, David
Sent: Monday, September 29, 2025 3:46 PM
To: Daisy Miguel <daisym@pshhc.org>; Trevor Taggesell <trevort@pshhc.org>
Cc: Christi Ware <christiw@pshhc.org>; Jackie Ramsdell <jackier@pshhc.org>
Subject: RE: PIP Funding Reimbursement for Calle Joaquin
Hi Daisy,
We don’t need anything else, please just send over wire instructions and we should be able to get you the funds.
Thank you,
David Amini
Housing Coordinator
5
Community Development
919 Palm, San Luis Obispo, CA 93401-3218
E DAmini@slocity.org
T 805.781.7524
slocity.org
Stay connected with the City by signing up for e-notifications
From: Daisy Miguel <daisym@pshhc.org>
Sent: Monday, September 29, 2025 11:14 AM
To: Amini, David <DAmini@slocity.org>; Trevor Taggesell <trevort@pshhc.org>
Cc: Christi Ware <christiw@pshhc.org>; Jackie Ramsdell <jackier@pshhc.org>
Subject: RE: PIP Funding Reimbursement for Calle Joaquin
Hi David,
Just wanted to follow up on this email. I know you mentioned during our last check in that the funds have come in; do you
need any other information from us to disburse?
Best,
Daisy Miguel
From: Amini, David <DAmini@slocity.org>
Sent: Monday, July 7, 2025 9:23 AM
To: Trevor Taggesell <trevort@pshhc.org>
Cc: Christi Ware <christiw@pshhc.org>; Jackie Ramsdell <jackier@pshhc.org>
Subject: Re: PIP Funding Reimbursement for Calle Joaquin
[EXTERNAL]
Good morning Trevor,
I will be submitting the invoices to HCD for reimbursement today. I’ll keep you updated on the process.
Thank you,
David Amini
David Amini
Housing Coordinator
Community Development
919 Palm, San Luis Obispo, CA 93401-3218
E DAmini@slocity.org
T 805.781.7524
slocity.org
Stay connected with the City by signing up for e-notifications
6
From: Trevor Taggesell <trevort@pshhc.org>
Sent: Monday, July 7, 2025 9:07:23 AM
To: Amini, David <DAmini@slocity.org>
Cc: Christi Ware <christiw@pshhc.org>; Jackie Ramsdell <jackier@pshhc.org>
Subject: RE: PIP Funding Reimbursement for Calle Joaquin
Hi David,
I hope you had a nice weekend. I wanted to follow up on the status of the draw for $400,000. Please let me know
if there is anything else you need.
Thank you!
From: Trevor Taggesell
Sent: Monday, June 30, 2025 4:34 PM
To: Amini, David <DAmini@slocity.org>
Subject: RE: PIP Funding Reimbursement for Calle Joaquin
Hi David,
Not a problem. I just thought to draw the entire 400k I’d need to be at or above that amount. I took out a $1,400
invoice so the balance is just about $400.
Thank you!
From: Amini, David <DAmini@slocity.org>
Sent: Monday, June 30, 2025 4:23 PM
To: Trevor Taggesell <trevort@pshhc.org>
Subject: RE: PIP Funding Reimbursement for Calle Joaquin
[EXTERNAL]
Thanks Trevor, we really need to stick under the 400k limit. Would it be possible to remove an invoice so it is just
under this amount?
David Amini
Housing Coordinator
Community Development
919 Palm, San Luis Obispo, CA 93401-3218
E DAmini@slocity.org
T 805.781.7524
slocity.org
Stay connected with the City by signing up for e-notifications
7
From: Trevor Taggesell <trevort@pshhc.org>
Sent: Monday, June 30, 2025 4:16 PM
To: Amini, David <DAmini@slocity.org>
Subject: RE: PIP Funding Reimbursement for Calle Joaquin
Hi David,
Please find attached soft cost invoices totaling a little over 400k. Also attached is an excel breakdown of each
invoice. Please let me know if you have any questions.
Thank you!
From: Amini, David <DAmini@slocity.org>
Sent: Monday, June 30, 2025 10:58 AM
To: Trevor Taggesell <trevort@pshhc.org>
Subject: RE: PIP Funding Reimbursement for Calle Joaquin
[EXTERNAL]
Hi Trevor,
I just need invoices sent to me directly so I can submit to HCD for reimbursement. Here is what the guidelines for the
PIP reimbursement say:
Itemized costs in accordance with the Project Timeline and Budget and Statement of Work (Exhibit E of the
Standard Agreement), including identification of each employee, contractor, subcontractor staff who provided
services during the period of the invoice, the number of hours and hourly rates for each of the Grantee’s
employees, contractor(s), sub-recipient(s) or subcontractor’s staff member(s), authorized expenses with
receipts, and contractor, sub-recipient and subcontractor invoices;
Let me know if you have any questions.
Thank you,
David Amini
Housing Coordinator
Community Development
919 Palm, San Luis Obispo, CA 93401-3218
E DAmini@slocity.org
T 805.781.7524
slocity.org
Stay connected with the City by signing up for e-notifications
From: Trevor Taggesell <trevort@pshhc.org>
Sent: Monday, June 30, 2025 10:55 AM
To: Amini, David <DAmini@slocity.org>
Subject: PIP Funding Reimbursement for Calle Joaquin
8
Hi David,
I wanted to start drawing from the 400k AHF Loan. Are there any forms required, or do I just submit bills for
reimbursement directly to you?
Thank you!
Trevor Taggesell
Senior Development Accountant
1060 Kendall Rd
San Luis Obispo, CA 93401
Office (805) 548-2628
Trevor Taggesell
Senior Development Accountant
1060 Kendall Rd
San Luis Obispo, CA 93401
Office (805) 548-2628
Trevor Taggesell
Senior Development Accountant
1060 Kendall Rd
San Luis Obispo, CA 93401
Office (805) 548-2628
9
Daisy Miguel
Associate Director
2751 Park View Ct #251
Oxnard, CA 93036
Office (805) 548-1753
Daisy Miguel
Associate Director of MHD
2751 Park View Ct #251
Oxnard, CA 93036
Office (805) 548-1753
Trevor Taggesell
Senior Development Accountant
1060 Kendall Rd
San Luis Obispo, CA 93401
Office (805) 548-2628
10
1060 Kendall Road, San Luis Obispo, CA 93401
Phone: (805) 781-3088 • Fax: (805) 544-1901
info@pshhc.org • pshhc.org
WIRING INSTRUCTIONS
COMPANY INFORMATION:
Calle Joaquin LP
People’s Self-Help Housing Corporation
1060 Kendall Road
San Luis Obispo, CA 93401
BANK NAME: JP Morgan Chase 1235 Chorro Street San Luis Obispo, CA 93401
ABA #:
ACCOUNT NAME: Calle Joaquin L.P. Construction Account
REFERENCE: CAJ City of SLO 400k
Type text here
Edona Evans
12/18/2024
City of San Luis Obispo
23-PIP-18487
Page 1 of 3
EXHIBIT A
Prohousing Incentive Program (PIP)
NOFA Date: 01/23/2024
Approved Date: 06/11/2024
Preparation Date: 09/10/2024
AUTHORITY, PURPOSE AND SCOPE OF WORK
1. Authority
Pursuant to Health and Safety Code section 50470, subdivision (b)(2)(C)(i), the State of
California Department of Housing and Community Development (the “Department” or
“State”) has established the Prohousing Incentive Program (“PIP” or the “Program” as
defined in Attachment C of the Guidelines) for Local Governments and Localities. This
Standard Agreement, along with all its exhibits (the “Agreement”), is entered into under
the authority of, and in furtherance of, the purpose of the Program. Pursuant to Health
and Safety Code Section 50470, subdivision (d) (“PIP Statute”), the Department has
issued the Prohousing Incentive Program Guidelines and Notice of Funding Availability
(“NOFA”) dated January 23, 2024, to govern administration of the fund and carry out the
Program.
2. Purpose
In accordance with the authority cited above, the Grantee has been awarded financial
assistance in the form of a grant from the Program. The Department has agreed to
make the grant to provide financial assistance to accelerate housing production for
housing related projects and programs that assist in addressing the unmet housing
needs of their local communities pursuant to the terms of the PIP Statute, Guidelines
and NOFA, and Permanent Local Housing Allocation (PLHA) Statute and Guidelines,
and this Agreement. By entering into this Agreement and thereby accepting the award
of the Program funds, the Grantee agrees to comply with the terms and conditions of
the PIP Statute, Guidelines and NOFA, and PLHA Statute and Guidelines, and this
Agreement, the representations contained in the application, and the requirements of
the authority cited above. Based on the representations made by the Grantee, the State
shall provide a grant in the amount shown in Exhibit B, Section 2, Grant and
Reimbursement Limit.
3. Definitions
Terms not otherwise defined herein shall have the same meaning as definitions set forth
in Health and Safety Code Section 50470 and Attachment C of the PIP Guidelines and
Definition Section (Section 101) of the PLHA Guidelines.
4. Scope of Work
City of San Luis Obispo
23-PIP-18487
Page 2 of 3
EXHIBIT A
Prohousing Incentive Program (PIP)
NOFA Date: 01/23/2024
Approved Date: 06/11/2024
Preparation Date: 09/10/2024
The “Scope of Work” or “Work” for this Agreement shall be used to accelerate housing
production for housing related projects and programs that assist in addressing the
unmet housing needs of their local communities. Uses shall consist of one or more of
the eligible uses described in Guidelines set forth in the PIP Application, Exhibit E of this
Agreement and any other supplemental forms prescribed by the Department in full
accordance with this Agreement, PIP Guidelines and PLHA Guidelines Section 301.
Where eligible uses in PIP Guidelines Section 601 differ from PLHA Guidelines Section
301, the Department will defer to PLHA Guidelines except for eligible uses 7
(accessibility modifications) and 10 (fiscal incentives).
A Local government that receives an allocation shall use no more than five percent of
the allocation for costs related to the administration of the Activity(ies) for which the
allocation was made. Staff and overhead costs directly related to carrying out the
eligible activities described in the PIP and PLHA Statute and Guidelines are “activity
costs” and not subject to the cap on “administrative costs.” A Local government may
share any funds available for administrative costs with entities that are administering its
allocation.
The Scope of Work may in no event be revised or altered without the Department’s prior
written consent and approval, and such consent and approval is within the Department’s
sole and absolute discretion. The Department reserves the right, but assumes no
obligation, to review and approve any and all Work.
5. Department Contract Coordinator
The Department’s Contract Coordinator of this Agreement is the Housing Policy
Development Senior Program Manager, or the Manager’s designee. Unless otherwise
informed, any notice, report, or other communication required by this Agreement shall
be sent by email to the Department Contract Coordinator at
ProhousingIncentive@hcd.ca.gov.
6. Grantee Contract Coordinator
The Grantee’s Contract Coordinator for this Agreement is the Authorized
Representative listed below.
Authorized Representative
Name:
Timothea Tway
Authorized Representative
Title:
Director of Community Development Department
Agency Name: City of San Luis Obispo
City of San Luis Obispo
23-PIP-18487
Page 3 of 3
EXHIBIT A
Prohousing Incentive Program (PIP)
NOFA Date: 01/23/2024
Approved Date: 06/11/2024
Preparation Date: 09/10/2024
Address: 990 Palm Street
San Luis Obispo, CA 93401
Phone Number: (805)781-7187
Email Address: ttway@slocity.org
City of San Luis Obispo
23-PIP-18487
Page 1 of 5
EXHIBIT B
Prohousing Incentive Program (PIP)
NOFA Date: 1/23/2024
Approved Date: 06/11/2024
Preparation Date: 09/10/2024
BUDGET DETAIL AND PAYMENT PROVISIONS
1. Application for Funds
A. Grantee has submitted to the Department an Application for a Grant under the
Program. The Department is entering into this Agreement on the basis of, and in
reliance on fact, information, assertions and representations contained in the
Application and any subsequent modifications or additions thereto approved by
the Department. The Application and any approved modifications and additions
thereto are hereby incorporated into this Agreement.
B. The Grantee warrants that all information, facts, assertions, and representations
contained in the Application and approved modifications and additions thereto
are true, correct, and complete to the best of the Grantee’s knowledge. In the
event that any part of the Application and any approved modification and addition
thereto is untrue, incorrect, incomplete, or misleading, in such a manner that
would substantially affect the Department's approval, disbursement,
reimbursement, or monitoring of the funding and the grant or activities governed
by this Agreement, the Department may declare a breach hereof and take such
action or pursue such remedies as are provided for breach hereof.
2. Grant and Reimbursement Limit
The Department’s decision to approve or deny an application or request for funding
pursuant to the Program, and its determination of the amount of funding provided, shall
be final. The maximum total amount granted and disbursable to the Grantee pursuant to
this Agreement shall not exceed $750,000.00.
3. Grant Timelines
A. This Agreement is effective upon approval by all parties and the Department,
which is evidenced by the date signed by the Department on page one, Standard
Agreement, STD 213 (the “Effective Date”).
B. The grant term begins on the day the Department and the grantee have fully
executed the Standard Agreement as described in Exhibit D(1).
C. All reimbursement requests for Grant funds must be submitted to the Department
no later than March 30, 2026.
D. Upon completion of all deliverables within the Standard Agreement and prior to
processing final invoicing, the awardee shall submit a Close Out Report.
City of San Luis Obispo
23-PIP-18487
Page 2 of 5
EXHIBIT B
Prohousing Incentive Program (PIP)
NOFA Date: 1/23/2024
Approved Date: 06/11/2024
Preparation Date: 09/10/2024
E. The Grantee shall deliver to the Department all supporting documents of Work
performed on or before March 30, 2026, to ensure meeting the June 30, 2026,
expenditure deadline. Under special circumstances, as determined by the
Department, the Department may modify the March 30, 2026, reimbursement
deadline but may not go beyond the expenditure deadline.
F. It is the responsibility of the Grantee to monitor the project and timeliness of
requests for reimbursement before the expenditure deadline.
G. The grant term ends on June 30, 2027.
4. Conditions of Reimbursement
A. The Department shall not award or disburse funds unless it determines that the
grant funds shall be expended in compliance with the terms and provisions of the
Guidelines, the NOFA, and this Agreement.
B. Grant funds shall only be used by the Grantee for project activities approved by
the State that involve the preparation and adoption of project activities as stated
in the Scope of Work.
C. A Grantee that receives funds under this Program may use a subcontractor. The
subcontractor shall provide for compliance with all the requirements of the
Program. The subcontract shall not relieve the Grantee of its responsibilities
under the Program.
D. After the contract has been executed by the Department and all parties,
approved and eligible costs for eligible activities may be reimbursed for the
project(s) upon completion of deliverables as set forth in the PIP Application,
Exhibit E of this Agreement, and any other supplemental forms prescribed by the
Department and subject to the terms and conditions of this Agreement.
Applicants may request disbursements in advance of activity initiation under
unique and/or unusual circumstances including but not limited to feasibility, lack
of resources, or unavailability of funds.
E. Only approved and eligible costs incurred for work after the NOFA date,
continued past the date of execution and acceptance of the Standard Agreement
and completed during the grant term until the expenditure deadline will be
reimbursable.
F. Approved and eligible costs incurred prior to the NOFA date are ineligible, unless
otherwise approved by the Department.
City of San Luis Obispo
23-PIP-18487
Page 3 of 5
EXHIBIT B
Prohousing Incentive Program (PIP)
NOFA Date: 1/23/2024
Approved Date: 06/11/2024
Preparation Date: 09/10/2024
G. The Contractor may request that eligible uses or grant funds may be revised
without an amendment to this Agreement. This request must be made in writing
to HCD and shall be effective only upon written HCD approval. HCD’s decision to
approve or deny any such request shall be final.
5. Performance
The Grantee shall take such actions, pay such expenses, and do all things necessary to
complete the scope of work and within the terms and conditions
6. Fiscal Administration
A. The Grantee is responsible for maintaining records which fully disclose the
activities funded by the PIP grant. Adequate documentation for each
reimbursable transaction shall be maintained to permit the determination, through
an audit if requested by the State, of the accuracy of the records and the
allowability of expenditures charged to Prohousing Incentive Program grant
funds. If the allowability of expenditure cannot be determined because records or
documentation are inadequate, the expenditure may be disallowed, and the State
shall determine the reimbursement method for the amount disallowed. The
State’s determination of the allowability of any expense shall be final.
B. Prior to receiving grants, the Grantee shall submit the following documentation:
1) Government Agency Taxpayer ID Form (GovTIN; Fi$cal form).
2) A Request for Funds on a form and manner provided by the Department;
and
3) Any and all additional documentation that may be requested by the
Department in the prescribed form and manner.
C. Grant fund payment will be made on a reimbursement basis. Project invoices will
be submitted to the Department by the grantee on a quarterly basis or, if earlier,
upon completion of deliverables.
D. The Department recognizes that budgeted deliverable amounts are based upon
estimates. Grantees may request, in writing, a budget adjustment across
deliverables subject to written approval by the Department, as long as the total
budget does not exceed the maximum amount awarded to the Grantee.
E. Work must be completed prior to requesting reimbursement, unless otherwise
approved by the Department.
City of San Luis Obispo
23-PIP-18487
Page 4 of 5
EXHIBIT B
Prohousing Incentive Program (PIP)
NOFA Date: 1/23/2024
Approved Date: 06/11/2024
Preparation Date: 09/10/2024
F. Grant funds cannot be reimbursed until this Standard Agreement has been fully
executed.
G. The Grantee will be responsible for compiling all invoices and supporting
documentation and reporting documents. Invoices must be accompanied by
reporting materials where appropriate. Invoices without the appropriate reporting
materials will not be paid. Failure to provide requested documentation to HCD
could result in exclusion from consideration for grants in future program years.
H. Supporting documentation may include but is not limited to purchase orders,
receipts, progress payments, subcontractor invoices, timecards, or any other
documentation as deemed necessary by the Department to support the
reimbursement to the Grantee for expenses in accordance with the Grantee’s
PIP Application and the PIP Guidelines.
I. The Grantee will submit documentation to the Department detailing actual costs
incurred, which must be based on clear and completed objectives and
deliverables as outlined in the PIP Application, Exhibit E of this Agreement, and
any other supplemental forms prescribed by the Department
J. In unique and/or unusual circumstances, the Department may consider
alternative arrangements (e.g., disbursements in advance of activity initiation) to
reimbursement and payment methods. Unusual circumstances include but are
not limited to feasibility, unavailable funds or lack of resources and substantial
progress in expenditure.
K. The Department may withhold Grant funds until the grant terms have been
fulfilled.
L. The Department may withhold eligible Program Grants in future program years
until terms of this Agreement have been fulfilled to the satisfaction of the
Department.
7. Budget Contingency Clause
A. The Department’s provision of funding to Grantee pursuant to this Agreement is
contingent on the continued availability of PIP funds and continued state
authorization for PIP activities. The Department’s provision of funding is subject
to amendment or termination due to lack of funds or proper authorization. This
Agreement is subject to written modification or termination, as necessary, by the
Department in accordance with requirements contained in any future state
legislation and/or regulations. If funding for any fiscal year is reduced or deleted
City of San Luis Obispo
23-PIP-18487
Page 5 of 5
EXHIBIT B
Prohousing Incentive Program (PIP)
NOFA Date: 1/23/2024
Approved Date: 06/11/2024
Preparation Date: 09/10/2024
for purposes of this program, the Department shall have the sole discretion to
cancel this Agreement without cause, no liability occurring to the Department, or
amend the current Agreement and amount allocated to Grantee.
City of San Luis Obispo
23-PIP-18487
Page 1 of 12
EXHIBIT D
Prohousing Incentive Program (PIP)
NOFA Date: 1/23/2024
Approved Date: 06/11/2024
Preparation Date: 09/10/2024
PIP TERMS AND CONDITIONS
1. Effective Date, Commencement of Work
This Agreement is effective upon the date of the Department representative’s signature
on page one of the full executed Standard Agreement, STD 213. Grantee agrees that
work under this Agreement shall not commence until execution of the STD 213, (the
“Effective Date”).
2. Strict Compliance
Grantee will strictly comply with the terms, conditions and requirements of the PIP
Statute, Guidelines and NOFA, and PLHA Statute and Guidelines, and this Agreement.
3. Contractor’s Application for Funds
A. Grantee has submitted to the Department an Application for a Grant under the
Program.
B. Grantee warrants that all information, facts, assertions and representations
contained in the Application and approved modifications and additions thereto
are true, correct, and complete to the best of Grantee’s knowledge.
4. Eligible Activities
A. Grant funds awarded to the Grantee and expended by either the Grantee or any
entity to which Grantee awards funds shall be used for the eligible activities set
forth in Exhibit A(4). The following additional requirements shall apply:
B. Each Grantee shall submit a Plan contained in Exhibit E detailing:
1) The manner in which allocated funds will be used for eligible activities.
2) A description of how the Plan is consistent with the programs set forth in
the Local government’s Housing Element.
3) The following for each proposed Activity:
a) A description of each proposed Activity and the percentage of
funding allocated to it.
b) A description of major steps/actions and a proposed schedule
required for the implementation and completion of the Activity.
City of San Luis Obispo
23-PIP-18487
Page 2 of 12
EXHIBIT D
Prohousing Incentive Program (PIP)
NOFA Date: 1/23/2024
Approved Date: 06/11/2024
Preparation Date: 09/10/2024
c) Where applicable, the period of affordability and level of
affordability for each Activity. Rental Projects are required to have
affordability periods of at least fifty-five years.
C. If funds are used for the acquisition, construction, or rehabilitation of for-sale
housing projects or units within for-sale housing projects, the grantee shall record
a deed restriction against the property that will ensure compliance with one of the
following requirements if the property is no longer the primary residence of the
homeowner due to sale, transfer or lease, unless it is in conflict with the
requirements of another public funding source or law:
1) PIP loan and any interest thereon shall be reused consistent with the
Eligible Activities specified in Exhibit A(4); or,
2) The initial owner and any subsequent owner shall sell the home at an
Affordable housing cost to a qualified Lower-Income or Moderate-
Income household; or,
3) The homeowner and the Local government shall share the equity in the
unit pursuant to an equity-sharing agreement. The grantee shall reuse
the proceeds of the equity-sharing agreement consistent with the Eligible
Activities specified in Exhibit A(4).
D. If funds are used for the development of an affordable rental housing project, and
the Local government makes the PIP assistance in the form of a loan to the
Sponsor of the project, the loan shall be evidenced through a Promissory Note
secured by a Deed of Trust.
E. If funds are used as a loan, Grantees are required to implement a program
income reuse plan describing how repaid loans and any interest thereon shall be
reused for Eligible Activities specified in Exhibit A(4).
5. Scope of Work Revisions and Terms/Amendments
A. Adjustments to the terms within this Agreement must be completed as a contract
amendment. Contract amendments must be approved by the Department prior to
implementation. If approved, contract amendments shall automatically be
deemed a part of, and incorporated into, this Agreement. Approval shall be
provided in writing, as appropriate. Contract amendments shall include but not be
limited to:
1) Changes in the total grant amount;
City of San Luis Obispo
23-PIP-18487
Page 3 of 12
EXHIBIT D
Prohousing Incentive Program (PIP)
NOFA Date: 1/23/2024
Approved Date: 06/11/2024
Preparation Date: 09/10/2024
2) Changes in Payee(s);
3) Changes in the expiration date of this Agreement;
4) Changes to the grant term date;
5) Changes to the Reimbursement Deadline.
B. Revisions to the Scope of Work that may not require a contract amendment will
be subject to the review and approval of the Housing Policy Development Senior
Program Manager, or Manager’s Designee. Such revisions must be approved by
the Department prior to implementation. Approval shall be provided in writing, as
appropriate. Adjustments to the Scope of Work (Exhibit E) shall include but not
be limited to:
1) An increase or reduction of activity scope;
2) Changes to or reallocations among activities that do not change the total
award amount;
3) Changes in affordability and level of affordability for each activity;
4) Changes to activity start and/or completion dates.
6. Core Practices
A Grantee or Subrecipient must provide eligible activities in a manner consistent with
the housing first practices described in California Code of Regulations, title 25, section
8409(b)(1)-(6). A Grantee or Subrecipient allocated funds for eligible activities that
provide permanent housing shall incorporate the core components of Housing First as
provided in Section 8255(b) of the Welfare and Institutions Code.
7. Monitoring Grant Activities
A. Grantee shall monitor the activities selected and awarded by them to ensure
compliance with PIP requirements. An onsite monitoring visit of Subrecipients
and any other service providers may occur whenever determined necessary by
the Grantee, but at least once during the Grant period.
B. The Department will monitor the performance of the Grantee based on a risk
assessment and according to the terms of this Agreement. The Department may
City of San Luis Obispo
23-PIP-18487
Page 4 of 12
EXHIBIT D
Prohousing Incentive Program (PIP)
NOFA Date: 1/23/2024
Approved Date: 06/11/2024
Preparation Date: 09/10/2024
also monitor any Subrecipients of the Grantee as the Department deems
appropriate based on a risk assessment.
C. As requested by the Department, the Grantee shall submit to the Department all
PIP monitoring documentation necessary to ensure that Grantee and its
Subrecipients are in continued compliance with PIP requirements. Such
documentation requirements and the submission deadline shall be provided by
the Department at the time such information is requested from the Grantee.
8. Reporting/Audits
A. During the term of the Standard Agreement, the Department may request a
performance report that demonstrates satisfaction of all requirements identified in
the Standard Agreement and other Program requirements with emphasis on
eligible activities, eligible uses, ineligible uses, and expenditures, according to
timelines and budgets referenced herein.
B. Grantees shall submit a report, in the form and manner prescribed by the
Department, by April 1 of the year following the receipt of funds, and annually
thereafter until funds are expended. The annual report shall contain a detailed
report which must include, at a minimum:
1) Identification of the Eligible Activities to which the Grantee committed
program funds, and the income levels of households assisted;
2) Amounts awarded to Subrecipients with the activity(ies) identified;
3) Identification of the Eligible Activities upon which the Contractor
expended program funds, and the income levels of households assisted
and the affordability level for any units assisted; and
4) Close out report for contracts that were fully expended and in which all
activities funded were completed during the fiscal year.
C. The Department may request additional information, as needed.
D. At any time during the term of the Standard Agreement, the Department reserves
the right to perform or cause to be performed a financial audit. At the
Department’s request, the Contractor shall provide, at its own expense, a
financial audit prepared by a certified public accountant. The State of California
has the right to review project documents and conduct audits during and over the
project life.
City of San Luis Obispo
23-PIP-18487
Page 5 of 12
EXHIBIT D
Prohousing Incentive Program (PIP)
NOFA Date: 1/23/2024
Approved Date: 06/11/2024
Preparation Date: 09/10/2024
E. If a financial audit is required by the Department, the audit shall be performed by
an independent certified public accountant. Selection of an independent audit
firm shall be consistent with procurement standards contained in 24 CFR 85.36.
1) The Contractor shall notify the Department of the auditor's name and
address immediately after the selection has been made. The contract for
the audit shall allow access by the Department to the independent
auditor's working papers.
2) The Contractor is responsible for the completion of audits and all costs
of preparing audits.
3) If there are audit findings, the Contractor must submit a detailed
response acceptable to the Department for each audit finding within
ninety (90) days from the date of the audit finding report.
9. Retention and Inspection Records
A. The Contractor is responsible for maintaining records, which fully disclose the
activities funded by the Grant. Adequate documentation of each transaction shall
be maintained to permit the determination, through an audit if requested by the
State, of the accuracy of the records and the allowability of expenditures charged
to Grant funds.
B. The Grantee, its staff, contractors and subcontractors shall establish and
maintain an accounting system and reports that properly accumulate incurred
project costs by line. The accounting system shall conform to Generally Accepted
Accounting Principles (GAAP), enable the determination of incurred costs at
interim points of completion, and provide support for payment vouchers and
invoices.
C. The Eligible Applicant shall maintain documentation of its normal procurement
policy and competitive bid process (including the use of sole source purchasing),
and financial records of expenditures incurred during the project in accordance
with GAAP.
D. The Eligible Applicant must establish a separate ledger account for receipts and
expenditures of grant funds and maintain expenditure details in accordance with
the scope of work, project timeline and budget. Separate bank accounts are not
required.
E. The Contractor agrees that the Department or its designee shall have the right to
review, obtain, and copy all records and supporting documentation pertaining to
City of San Luis Obispo
23-PIP-18487
Page 6 of 12
EXHIBIT D
Prohousing Incentive Program (PIP)
NOFA Date: 1/23/2024
Approved Date: 06/11/2024
Preparation Date: 09/10/2024
performance of this Agreement. The Contractor agrees to provide the
Department or its designee, with any relevant information requested.
1) The Contractor agrees to permit the Department or its designee access
to its premises, upon reasonable notice, during normal business hours
for the purpose of interviewing employees who might reasonably have
information related to such records and inspecting and copying such
books, records, accounts, and other material that may be relevant to a
matter under investigation for the purpose of determining compliance
with the PLHA Statutes, the NOFA, and this Agreement.
F. The Contractor further agrees to retain all records for a period of five years after
the end of the term of this Agreement:
1) If any litigation, claim, negotiation, audit, monitoring, inspection or other
action has been started before the expiration of the required record
retention period, all records must be retained until completion of the
action and resolution of all issues, which arise from it.
2) The Contractor also agrees to include in any contract that it enters in an
amount exceeding $10,000, the Department’s right to audit the
contractor’s records and interview their employees. The Contractor shall
comply with the caveats and be aware of the penalties for violation of
fraud and for obstruction of investigation as set forth in California Public
Code Section 10115.10.
G. The determination by the Department of the eligibility of any expenditure shall be
final. If the eligibility of any expenditure cannot be determined because records or
documentation are inadequate, the expenditure may be disallowed, and the
Department shall determine the reimbursement method for the amount
disallowed.
H. The Contractor shall retain all books and records relevant to this Agreement for a
minimum of five years after the end of the term of this Agreement. Records
relating to any and all audits or litigation relevant to this Agreement shall be
retained for five years after the conclusion or resolution of the matter.
I. Subcontractors employed by the Grantee and paid with moneys under the terms
of this Standard Agreement shall be responsible for maintaining accounting
records as specified above. The Grantee shall monitor and enforce subcontracts
accordingly.
City of San Luis Obispo
23-PIP-18487
Page 7 of 12
EXHIBIT D
Prohousing Incentive Program (PIP)
NOFA Date: 1/23/2024
Approved Date: 06/11/2024
Preparation Date: 09/10/2024
10. Breach and Remedies of Non-Performance
A. The Department may monitor expenditures and activities of an applicant, as the
Department deems necessary, to ensure compliance with Program requirements.
B. Any dispute concerning a question of fact arising under this Standard Agreement
that is not disposed of by agreement shall be decided by the Department’s
Housing Policy Development Manager, or the Manager’s designee, who may
consider any written or verbal evidence submitted by the Grantee. The decision
of the Department’s Housing Policy Development Manager or Designee shall be
the Department’s final decision regarding the dispute.
C. Neither the pendency of a dispute nor its consideration by the Department will
excuse the Grantee from full and timely performance in accordance with the
terms of this Standard Agreement.
D. In the event that it is determined, at the sole discretion of the Department, that
the Grantee is not meeting the terms and conditions of the Standard Agreement,
immediately upon receiving a written notice from the Department to stop work,
the Grantee shall cease all work under the Standard Agreement. The
Department has the sole discretion to determine that the Grantee meets the
terms and conditions after a stop work order, and to deliver a written notice to the
Grantee to resume work under the Standard Agreement.
E. Both the Grantee and the Department have the right to terminate the Standard
Agreement at any time upon 30 days written notice. The notice shall specify the
reason for early termination and may permit the Grantee or the Department to
rectify any deficiency(ies) prior to the termination date. The Grantee will submit
any requested documents to the Department within 30 days of the early
termination notice.
F. At any time, if the Department finds the applicant falsely proposed information in
the application or as part of the application review, including documentation
related to incentive payments (e.g., affordability, enhancements), the Department
may require the repayment of funds or decline reimbursement.
G. The Department may, as it deems appropriate or necessary, require the
repayment of funds from a grantee, or pursue any other remedies available to it
by law for failure to comply with Program requirements (Health and Safety Code
section 50515.04(e).
H. The following shall constitute a breach of this Agreement:
City of San Luis Obispo
23-PIP-18487
Page 8 of 12
EXHIBIT D
Prohousing Incentive Program (PIP)
NOFA Date: 1/23/2024
Approved Date: 06/11/2024
Preparation Date: 09/10/2024
1) Grantee’s failure to comply with any of the terms and conditions of this
Agreement.
2) Use of, or permitting the use of, grant funds provided under this
Agreement for any ineligible costs or for any activity not approved under
this Agreement.
3) Any failure to comply with the deadlines set forth in this Agreement
unless approved by the Program Manager.
I. In addition to any other remedies that may be available to the Department in law or
equity for breach of this Agreement, the Department may at its discretion, exercise
the following remedies:
1) Disqualify the Grantee from applying for future Program Funds or other
Department administered grant programs;
2) Revoke existing PIP award(s) to the Grantee;
3) Decline reimbursement of funds;
4) Require the return of unexpended Program funds disbursed under this
Agreement;
5) Require repayment of Program funds disbursed and expended under
this Agreement;
6) Require the immediate return to the Department of all funds derived from
the use of Program funds including, but not limited to recaptured funds
and returned funds;
7) Seek, in a court of competent jurisdiction, an order for specific
performance of the obligation defaulted upon, or the appointment of a
receiver to complete the obligations in accordance with the PIP
requirements; and
8) Other remedies available at law, or by and through this Agreement.
J. All remedies available to the Department are cumulative and not exclusive.
K. The Department may give written notice to the Grantee to cure the breach or
violation within a period of not less than fifteen (15) days.
City of San Luis Obispo
23-PIP-18487
Page 9 of 12
EXHIBIT D
Prohousing Incentive Program (PIP)
NOFA Date: 1/23/2024
Approved Date: 06/11/2024
Preparation Date: 09/10/2024
11. Termination
A. The Department may terminate this Agreement at any time for cause by giving a
minimum of thirty days’ notice of termination, in writing, to the Grantee. Cause
shall consist of, violations of any terms and/or special conditions of this
Agreement, the PIP Statutes, Guidelines or NOFA. Upon termination of this
Agreement, unless otherwise approved in writing by the Department, any
unexpended funds received by the Grantee shall be returned to the Department
within thirty days of the notice of termination.
B. This Agreement is subject to any additional restrictions, limitations or conditions,
or statute, regulations or any other laws, whether federal or those of the State of
California, or of any agency, department, or any political subdivision of the
federal or the State of California governments, which may affect the provisions,
terms or funding of this Agreement in any manner.
C. The Department has the option to terminate this Agreement under the thirty-day
cancellation clause or to amend this Agreement to reflect any reduction of funds.
12. Waivers
No waiver of any breach of this Agreement shall be held to be a waiver of any prior or
subsequent breach. The failure of the Department to enforce at any time the provisions
of this Agreement, or to require at any time, performance by the Grantee of these
provisions, shall in no way be construed to be a waiver of such provisions nor to affect
the validity of this Agreement or the right of the Department to enforce these provisions.
13. Relocation
Grantee shall comply with all requirements of applicable California relocation law (Gov.
Code, § 7260 et seq. and the regulations promulgated thereunder at Cal. Code
Regulations, Title. 25, § 6000 et seq.). Any relocation plan for the Development shall be
subject to the review and approval by the State.
14. Relationship of Parties
It is expressly understood that this Standard Agreement is an agreement executed by
and between two independent governmental entities and is not intended to, and shall
not be construed to, create the relationship of agent, servant, employee, partnership,
joint venture or association, or any other relationship whatsoever other than that of an
independent party.
City of San Luis Obispo
23-PIP-18487
Page 10 of 12
EXHIBIT D
Prohousing Incentive Program (PIP)
NOFA Date: 1/23/2024
Approved Date: 06/11/2024
Preparation Date: 09/10/2024
15. Third-Party Contracts
A. All state-government funded procurements must be conducted using a fair and
competitive procurement process. The Grantee may use its own procurement
procedures as long as the procedures comply with all City/County laws, rules and
ordinances governing procurement, and all applicable provisions of California
state law.
B. Any contract entered into as a result of this Agreement shall contain all the
provisions stipulated in the Agreement to be applicable to the Grantee’s sub-
recipients, contractors, and subcontractors. Copies of all agreements with sub-
recipients, contracts, and subcontractors must be submitted to the Department’s
program manager upon request.
C. The Department does not have a contractual relationship with the Grantee’s sub-
recipients, contractors, or subcontractors, and the Grantee shall be fully
responsible for all work performed by its sub-recipients, contractors, or
subcontractors.
D. In the event the Grantee is partnering with another jurisdiction or forming a
collaborative effort between the Grantee and other jurisdictions who are grantees
of the PIP, the Grantee acknowledges that each partner and/or all entities
forming the SB 2 PIP collaborative are in mutual written agreement with each
other but are contractually bound to the Department under separate, enforceable
contracts.
E. In the event the Grantee is partnering with another jurisdiction or forming a
collaborative effort with other entities that are not grantees of the Prohousing
Incentive Program, the Department shall defer to the provisions as noted in
subsections 8(B) and 8(C) of this Section.
F. The Grantee agrees to comply with all conditions of this Agreement including the
Special Conditions set forth in Exhibit E. These conditions shall be met to the
satisfaction of the Department prior to disbursement of funds. The Grantee shall
ensure that all Subrecipients are made aware of and agree to comply with all
conditions of this Agreement and the applicable State requirements governing
the use of Grant funds. The Grantee shall ensure that all Subrecipients are
qualified to do business and in good standing with the California Secretary of
State and the California Franchise Tax Board. Failure to comply with these
conditions may result in cancellation of this Agreement.
City of San Luis Obispo
23-PIP-18487
Page 11 of 12
EXHIBIT D
Prohousing Incentive Program (PIP)
NOFA Date: 1/23/2024
Approved Date: 06/11/2024
Preparation Date: 09/10/2024
16. Compliance with State and Federal Laws, Rules, Guidelines and Regulations
A. The Grantee agrees to comply with all state and federal laws, rules and
regulations that pertain to construction, health and safety, labor, fair employment
practices, equal opportunity, and all other matters applicable to the grant, the
Grantee, its contractors or subcontractors, and any other grant activity.
B. During the performance of this Agreement, the Grantee assures that no
otherwise qualified person shall be excluded from participation or employment,
denied program benefits, or be subjected to discrimination based on race, color,
ancestry, national origin, sex, gender, gender identity, gender expression,
genetic information, age, disability, handicap, familial status, religion, or belief,
under any program or activity funded by this contract, as required by Title VI of
the Civil Rights Act of 1964, the Fair Housing Act (42 USC 3601-20) and all
implementing regulations, and the Age Discrimination Act of 1975 and all
implementing regulations.
C. The Grantee shall include the nondiscrimination and compliance provisions of
this clause in all agreements with its sub-recipients, contractors, and
subcontractors, and shall include a requirement in all agreements with all of
same that each of them in turn include the nondiscrimination and compliance
provisions of this clause in all contracts and subcontracts they enter into to
perform work under the Prohousing Incentive Program.
D. The Grantee shall, in the course of performing project work, fully comply with the
applicable provisions of the Americans with Disabilities Act (ADA) of 1990, which
prohibits discrimination on the basis of disability, as well as all applicable
regulations and guidelines issued pursuant to the ADA. (42 U.S.C. 12101 et seq.)
E. The Grantee shall adopt and implement affirmative processes and procedures
that provide information, outreach and promotion of opportunities in the
Prohousing Incentive Program project to encourage participation of all persons
regardless of race, color, national origin, sex, religion, familial status, or disability.
This includes, but is not limited to, a minority outreach program to ensure the
inclusion, to the maximum extent possible, of minorities and women, and entities
owned by minorities and women, as required by 24 CFR 92.351.
17. Litigation
City of San Luis Obispo
23-PIP-18487
Page 12 of 12
EXHIBIT D
Prohousing Incentive Program (PIP)
NOFA Date: 1/23/2024
Approved Date: 06/11/2024
Preparation Date: 09/10/2024
A. If any provision of this Agreement, or an underlying obligation, is held invalid by a
court of competent jurisdiction, such invalidity, at the sole discretion of the
Department, shall not affect any other provisions of this Agreement and the
remainder of this Agreement shall remain in full force and effect. Therefore, the
provisions of this Agreement are, and shall be, deemed severable.
B. The Grantee shall notify the Department immediately of any claim or action
undertaken by or against it, which affects or may affect this Agreement or the
Department, and the Grantee shall take such action with respect to the claim or
action as is consistent with the terms of this Agreement and the interests of the
Department.
18. Special Conditions
The State reserves the right to add any special conditions to this Agreement it deems
necessary to assure that the policy and goals of the Program are achieved.
City of San Luis Obispo
23-PIP-18487
Page 1 of 3
EXHIBIT E
Prohousing Incentive Program (PIP)
NOFA Date: 1/23/2024
Approved Date: 06/11/2024
Preparation Date: 07/31/2024
PROGRAM-SPECIFIC PROVISIONS AND SPECIAL CONDITIONS
1. Program-specific Provisions
The following are project-specific terms and conditions and shall inform the references
made to project-specific information not contained in the Standard Agreement.
2. Budget Detail:
Grantee has been awarded the following grant activity amounts: $750,000.00
Estimated allocation may not exceed: $750,000.00
Payees: City of San Luis Obispo, People’s Self-Help Housing Corporation, Smartshare
Housing Solutions, Housing Authority of the City of San Luis Obispo, Transitions Mental
Health Association
The authorized Payee(s) is/are specified below:
Name: City of San Luis Obispo Amount: $750,000
Name: People’s Self-Help Housing Corporation Amount: $400,000
Name: Smartshare Housing Solutions Amount: $150,000
Name: Housing Authority of the City of San Luis Obispo Amount: $150,000
Name: Transitions Mental Health Association Amount: $50,000
3. Consistency with Housing Element Programs:
Provide a description of how the Plan is consistent with the programs set forth in the
Local government’s Housing Element.
The City’s Housing Element identifies increased housing production as a major goal.
Affordability is also identified as a major goal, with continuation of the Affordable
Housing Fund program described within. The Affordable Housing Fund is intended to
accelerate production of affordable housing projects with the goal of supporting 4
developments per year. This is achieved through direct financial assistance to
affordable housing projects that are ready for construction. The PIP funds will enable
the City to make loans from the Affordable Housing Fund to 4 eligible projects.
City of San Luis Obispo
23-PIP-18487
Page 2 of 3
EXHIBIT E
Prohousing Incentive Program (PIP)
NOFA Date: 1/23/2024
Approved Date: 06/11/2024
Preparation Date: 07/31/2024
Project Timeline, Budget, and Statement of Work (Plan):
PROJECT TIMELINE AND BUDGET AND STATEMENT OF WORK
Objective
Responsible
Party Est. Cost Begin End Deliverable Notes
Objective: Award
funds to 4
separate
affordable
housing projects
in the City.
City of San Luis
Obispo
$750,000 9/1/2024 6/1/2025 Fund
disbursement
Subtask: Award
funds to Calle
Joaquin
Homekey Project.
Claim
reimbursement
for development
activities
City/People’s
Self-Help
Housing
$400,000 9/1/2024 12/1/2025 Development of
a 75 unit
affordable
housing
community
targeting
formerly
homeless
populations
Subtask: Award
funds to
Waterman Village
Project. Claim
reimbursement
for development
activities
City/SmartShare
Housing
Solutions
$150,000 12/1/2024 12/1/2025 Development of
a 20 unit
affordable
housing
community
serving low to
very-low
incomes
Subtask: Award
funds to
Monterey
Crossing Senior
Housing Project.
Claim
reimbursement
for development
Housing
Authority of the
City of San Luis
Obispo
$150,000 11/1/2024 6/1/2025 Development of
a 55 unit
affordable
housing
community
serving low
income seniors
and individuals.
Subtask: Award
funds to TMHA
Supportive
Housing Project.
Claim
reimbursement
for development
Transitions
Mental Health
Association
$50,000 11/1/2024 4/1/2025 Development of
a 3-bedroom
ADU in an
existing
residential
property with
permanent
supportive
housing.
Total Estimated
Cost: $750,000
City of San Luis Obispo
23-PIP-18487
Page 3 of 3
EXHIBIT E
Prohousing Incentive Program (PIP)
NOFA Date: 1/23/2024
Approved Date: 06/11/2024
Preparation Date: 07/31/2024
4. Special Terms and Conditions
The following Special Conditions are applicable to this Standard Agreement:
None.
*** ADJUSTED ***
City of San Luis Obispo Finance
990 Palm Street
San Luis Obispo, CA 93401
(805) 781-7124 www.slocity.org
Thank you for your payment.
Have a nice day!
Tuesday Aug 05 2025 04:20:23 PM
CDD - Community Development - Misc Revenue
(CDREV)
PRO HOUSING INCENTIVE PROGRAM REI400,000.00
__________________________________________
Total 400,000.00
Check 60577903 400,000.00
Received From: STATE OF CALIFORNIA
Receipt #: finance-08052025-29
Cashier: Patrick Koski
1
From:Malicoat, Debbie
Sent:Tuesday, August 5, 2025 4:18 PM
To:Keller, Erin
Cc:Koski, Patrick; Amini, David
Subject:RE: Affordable Housing Fund Account - Pro Housing State of CA Checks
This should post to: 505.4008.45211, no need for a separate account.
Thanks all for the additional information on the program and intended uses.
Debbie
Debbie Malicoat
pronouns she/her/hers
Deputy Director of Finance/Controller
990 Palm, San Luis Obispo, CA 93401-3218
E dmalicoa@slocity.org
T 805.781.7127
slocity.org
From: Keller, Erin <EKeller@slocity.org>
Sent: Tuesday, August 5, 2025 3:57 PM
To: Malicoat, Debbie <dmalicoa@slocity.org>
Cc: Koski, Patrick <pkoski@slocity.org>; Amini, David <DAmini@slocity.org>
Subject: Affordable Housing Fund Account - Pro Housing State of CA Checks
Hi Debbie,
Which account should we put this in?
Check for $400,000.00 California State – Pro Housing Reimbursement
– Other account?
Should a new account be created for these checks? There will be 3 more from the State of California?
We will also need to expend these funds ….
Respectfully,
Erin Keller
pronouns she/her/hers
Senior Business Analyst
Community Development
E EKeller@slocity.org
T 805.781.7296
slocity.org
Stay connected with the City by signing up for e-notifications
SLOCITY Status
Delivered
Transaction Information
Account Number/Name
Branch Location/Bank Name/Bank ID
JPMorgan Chase Bank, N.A. (SW)/JPMORGAN
CHASE BANK, N.A./322271627
Method
Wire
Payment Amount
USD 400,000.00
Value Date
11/21/2025
UNITED STATES - US
Beneficiary Bank CountryBank to Bank Transfer
No
Beneficiary
Account Number
JPMORGAN CHASE BANK
NEW YORK,NY,10004
UNITED STATES - US
No ID
11/20/2025 12:40 PMLast Validation:
Routing/Reference Information
Transaction Details
CAJ City of SLO 400k
Calle Joaquin L.P. Construction Acc
Bank To Bank
Charges Priority
Remitter No
Date Created
11/20/2025 12:40 PM EST
Transaction ID
158923807
Bank Reference
6907700324JO0000
Settlement Reference
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Printed On:11/20/2025 01:05 PM EST Page 1 of 1
Homekey Round 3
Coordinated Entry System Participation and
Continuum of Care Coordination Form
The Eligible Applicant’s Continuum of Care (CoC) must complete this form and it must be
uploaded with the Homekey Application.
1.The CoC acknowledges the below Homekey Project details, type, and Target
Population:
Project
Name:
Project
Address:
Project Type (please check all that apply):
☐Permanent Housing
☐Interim Housing
(See additional requirements for Interim Housing in NOFA Section 301).
Please check the box below to acknowledge that Homekey Applicants will utilize the
Homeless Management Information System (HMIS) for data entry:
☐This applicant will enter Homekey resident data into HMIS as required per
Homekey NOFA Round 3, Section 503. Please click here for more information
on this requirement per state law AB 977 (Chapter 397, Statutes of 2021).
Please check box to confirm planned HMIS use.
Unit mix:
Please enter the Target Population(s) for the eligible Project and the number of Assisted
Units serving the Target Population below (information on Target Populations can be
found in NOFA Section 502).
Population served Subpopulation* (if
needed, i.e.
Seniors)
Number of
Assisted Units
Project Type
(Interim or Perm)
Chronically Homeless
Homeless
At-risk of Homelessness
Homeless Youth or Youth
At-risk of Homelessness
Manager’s Unit
Total Number of
Assisted Units in
Homekey Project:
*If the Project shows a subpopulation, please note that Qualified Homekey Target Populations
must be met in addition to this Target Population i.e., Seniors at-risk of homelessness,
Chronically Homeless Veterans, etc.
2.Coordinated Entry Participation or similar referral system
NOFA Section 502 States:
“Referrals to Homekey Assisted Units shall be made through the local Coordinated Entry
System (CES) or another comparable prioritization system based on greatest need. All
referral protocols for Homekey Assisted Units must be developed in collaboration with
the local CoC and implemented consistent with the requirements set forth in this NOFA.
CoC collaboration in Project and Supportive Services design is also strongly
encouraged to help target and serve greatest need populations. If referrals will be made
using a prioritization system other than CES, the Applicant must describe the plan for
tenant and participant selection, and it shall be reasonably detailed and comprehensive,
as determined by the Department in its sole and absolute discretion.”
Please check whether the project will utilize CES:
☐The Homekey project will use CES to for referrals into Homekey Assisted Units.
☐The project has an alternate prioritization system and will not use CES (Please
attach or describe below the housing first compliant prioritization and referral method
that will be utilized instead.) Please also describe the planned efforts for CES use in
the future and how the Project will coordinate with the CoC. Please mention which
agency is responsible for managing this prioritization and referral method (e.g.,
Health and Human Services) and the official name of the prioritization tool.
3.Other CoC support to the Project
Other activities the CoC intends to support the Homekey Project with include:
☐Trainings or presentations related to the Target Population for the local agency
(lead applicant), development team, property management, and/or service
providers.
☐Provide Homekey Project information on the CoC’s website
☐Staffing support
☐Operating subsidies or other funding (Please explain below)
☐Other (Please explain below):
The Continuum of Care (CoC) has reviewed the information on this form and, to the extent
possible, is committed to supporting the project. The request and information above have
been reviewed and verified by the following representative of the CoC:
Signature
Name:
Title:
CoC Name
Homekey Round 3
Housing Authority Letter of Support for
Homekey Operating Subsidy
Project Name:
Project Address:
Eligible Applicant Name
(Local Public Entity):
The Homekey Round 3 Notice of Funding Availability (NOFA) Section 206 (v.) requires that the
Eligible Applicant (including any Housing Authority) submit a letter of support from the local
Housing Authority (HA) if seeking a Homekey operating subsidy. This letter confirms the need
for an operating subsidy by evidencing that other operating funding, such as rental subsidies,
were sought for the Project but were unavailable.
NOFA Section 206 (v.) reads:
“If requesting an operating award for Permanent Housing Project, the Eligible Applicant must
submit a letter of support from the applicable housing authority confirming the need for an
operating award and evidencing why other subsides, such as project-based vouchers (PBVs),
are not available.”
Applicants must submit this Letter of Support if seeking an operating subsidy from the
Homekey program, in addition to Enforceable Funding Commitments (EFC) for any other
sources funding operations.
Please help provide background on the need for a Homekey operating subsidy by checking one
of the boxes and providing additional information below:
The HA does not currently have operating subsidies available. Please describe
below the reason funding is not available including any operating funding that
was sought, but not awarded.
Funding Source Amount
Requested Outcome/Decision
(Continued on next page)
The HA has some operating subsidies available, but not for the entire project.
In the table below, please describe the amount, source of the funding,
timeframe for the operating support and the amount of operating subsidies
that are still needed or are oversubscribed.
Funding Source Amount Funding Timeframe Amount still
needed
Please provide any additional comments or information below. Please attach additional pages
if needed.
The request and information above have been reviewed and verified by the following
representative of the [Housing Authority Name]:
Signature
Name:
Title:
City of San Luis Obispo, Community Development, 919 Palm Street, San Luis Obispo, CA, 93401-3218, 805.781.7170, slocity.org
July 26, 2023
Jennifer Seeger
Deputy Director
Division of State Financial Assistance
Department of Housing and Community Development
2020 W El Camino Ave, Suite 670
PO Box 852054
Sacramento CA 94252
Re: Land use change to allow motel conversion to residential apartments (1433 Calle
Joaquin)
Dear Ms. Seeger;
This letter certifies that I have reviewed the City’s requirements to permit a use change from
R-1 to R-2 occupancy to account for the change of the existing building from a motel to
residential apartments as described below.
A building permit will be required to change the occupancy classification from a motel to a
housing project. The building must comply with the minimum standards for “change of
occupancy” as required by the California Existing Building Code (CEBC). It is technically
feasible to comply with the prescriptive compliance method from the CEBC Section 301.3.1,
which include compliance with the requirements of Chapter 11 of California Fire Code (CFC),
and Chapter 5 of the CEBC:
1. Fire Suppression System. While chapter 11 of the CFC would not require an existing
R-2 occupancy to be equipped with an automatic fire sprinkler system, the following
codes do require the installation of a National Fire Protection Association (NFPA) 13R
system:
a. Local Ordinance: Through amendments to the local building and fire codes,
the City of San Luis Obispo requires any change of occupancy of 1000 square
feet or greater to install an automatic sprinkler system.
2. Change of Occupancy. As permitted by Chapter 506.1 of the CEBC, the Building
Official has found that the change of occupancy classification shall not increase the
risk to life and fire risk, except for new ignition sources caused by added in-unit
cooking appliances. This can be satisfied through a shared kitchen facility, consistent
with the City’s Municipal Code Section 17.156.038, as cited below:
“Supportive and/or Transitional Housing. The term “Supportive Housing” (per
Government Code Section 655829(f), as may be amended) shall mean a dwelling
unit occupied by a target population, with no limit on length of stay, that is linked to
on-site or off-site services that assist the supportive housing resident(s) in retaining
the housing, improving their health status, and maximizing their ability to live and,
when possible, work in the community. A target population means persons with low
incomes having one or more disabilities, including mental illness, HIV or AIDS,
substance abuse, or other chronic health conditions, or individuals eligible for services
provided under the Lanterman Developmental Disabilities Services Act (Welfare and
Institutions (W&I) Code Section 4500 ) and may include—among other populations—
adults, emancipated youth, families, families with children, elderly persons, young
adults aging out of the foster care system, individuals exiting from institutional
settings, veterans, and homeless people.
The term “Transitional Housing” (per Government Code Section 65582(h), as may
be amended) shall mean buildings configured as rental housing developments, but
operated under program requirements that require the termination of assistance and
recirculating of the assisted unit to another eligible program recipient at a
predetermined future point in time that shall be no less than six months from the
beginning of assistance.
Supportive and/or transitional housing may be designed as a residential group living
facility or as a regular residential use and includes both facilities that provide on-site
and off-site services.”
3. Kitchen Facilities. In order to mitigate the increase of hazard to life and fire risk, any
existing or new communal kitchen equipment that produced grease laden vapors will
need to be protect by a Type I Hood installed in accordance with NFPA 96 as required
by the California Mechanical Code. Furthermore, an NFPA 13R system shall be
installed throughout the building prior to the installation of new in-unit cooking
appliances.
Other pertinent information is provided below based on the City’s research regarding this
proposed use change:
4. Occupancy Thresholds. Bedrooms shall contain no less than 70 square feet and
every bedroom occupied by more than one person shall contain no less than 50
square feet or floor area for each occupant thereof (International Property
Maintenance Code § 404.1.1).
Living rooms shall contain no less than 120 square feet for 1-5 occupants and 150
square feet for 6 or more occupants. Dining rooms shall contain no less than 80
square feet for 3-5 occupants and 100 square feet for 6 or more occupants. There is
no requirement for dining room size for 1-2 occupants. Combined living room and
dining room spaces shall provide the total area equal to that required for separate
rooms (International Property Maintenance Code § 404.5, 404.5.2).
Efficiency units shall be provided with a kitchen sink, cooking appliance, refrigeration
facilities and a sperate bathroom. A unit occupied by not more than one occupant
shall have a minimum clear floor area of 120 square feet. A unit occupied by not more
than two occupants shall have a minimum clear floor area of 220 square feet. A unit
occupied by not more than three occupants shall have a minimum clear floor area of
320 square feet. These areas shall be exclusive of the kitchen and bathroom areas.
The maximum number of occupants shall be three (International Property
Maintenance Code § 404.6).
5. Zoning Clearance. The land use activity is allowed by right in the C-S zone. The S-
Overlay for the site is not specific to this property (A 140-06). The conversion of the
motel to a supportive housing project has been deemed aesthetically insignificant and
does not require any discretionary approvals, in accordance with Municipal Code
Section 17.106.020.
6. Environmental Review. The Project is eligible for an exemption from the provisions of
the California Environmental Quality Act (CEQA), in accordance with CEQA
Guidelines Section 15268 (Ministerial Projects). The project is also categorically
exempt from the provisions of CEQA (Class 32, Infill Exemption), because the project
is consistent with General Plan policies for the land use designation and is consistent
with the applicable zoning designation and regulations. The project site occurs on a
property within city limits, of no more than five acres, substantially surrounded by
urban uses, with no known value as habitat for endangered, rare, or threatened
species. Based on compliance with existing regulations, approval of the project would
not result in any significant effects relating to noise, air quality, or water quality, and
is served by required utilities and public services.
7. Vehicle Parking. Parking is adequate for the intended change of use to supportive
housing, as there are 91 parking spaces on-site (6 accessible), where only 76 parking
spaces would normally be required, in accordance with Municipal Code Section
17.140.040(K)(2).
8. Residential Density. The project complies with all residential density thresholds for
the C-S zone (24 density units per acre), in accordance with Municipal Code Chapter
17.36 and Section 17.70.040.
9. Accessibility. The project will need to comply with Sections 11B-202.4 (where
required) and 11B-233.3.4 of the California Building Code for Accessibility:
A. Path of Travel upgrades will be required for any common use spaces that are
being altered.
B. A minimum of 5 percent of (4 total) units will need to have the following:
i. Accessible route within the dwelling unit
ii. Accessible kitchens (where provided)
iii. Accessible toilet and bathing facility
C. In addition, a minimum of 2 percent of (2 total) units will need accessible
communication features in the following locations:
i. Building fire alarm system
ii. Unit Smoke and carbon monoxide detection
iii. Primary dwelling unit entrance
The City of San Luis Obispo is able to release the as built plans on file. The plans are
available to view at the City of San Luis Obispo office located at 919 Palm.
For questions, please contact CDD Housing Coordinator Kyle Bell at kbell@slocity.org or
(805) 781-7524.
Sincerely,
Kyle Bell
Housing Coordinator
1327 ARCHER STREET, SUITE 220 ◼ SAN LUIS OBISPO, CA 93401 ◼ P: 805/547.2240 ◼ ARRIS-STUDIO.com
THOMAS E. JESS, ARCHITECT #C27608 STEPHEN A. RIGOR, ARCHITECT #C33672 ADRIANA J. COOK (OR) #6543
Motel 6 Conversion – San Luis Obispo
Meeting Time: Monday @ 4:00pm [01/22/2024]
Meeting Agenda
Project Introduction:
- Location: 1433 Calle Joaquin, San Luis Obispo, CA, 93405
- Originally built in the 1970s
- Motel 6 – Homekey Conversion in San Luis Obispo
o Existing 87 units – convert to Homekey units and provide support spaces
o Convert to 76 units with (2) Manager Units
o Remodel office area, convert several units to offices & residential kitchens for the
tenants.
o Site Upgrades
o Building System Upgrades & Accessibility Upgrades
Project Schedule
o 12 months (construction) completion from date of award.
o People’s Self Help acquires property in May
o In order to meet timeline, start demolition in May.
o BUILDING PERMIT SCHEDULE:
▪ *INCLUDE HARDSHIP FORM IN SUBMITTAL PACKAGE
▪ Design Team Submits no later than February 16th*
• Design Team Target Submittal Date: Friday, February 9th
▪ City of SLO review 1 month
• 1st round of Plan Check comments: Monday, March 18th
▪ Design Team 2nd Submittal – 2 weeks
• 2nd Submittal: Monday, April 1st.
• Arris & City meeting with review team
▪ City 2nd round of comments: Wednesday, May 1st
▪ Design Team 3rd Submittal - Sit down with City – Monday, May 6th
▪ Resubmit if everything addressed – or no later to address by Wednesday, May
8th.
▪ Permit Issuance Monday, May 13th.
Motel 6 Conversion – San Luis Obispo
January 22nd, 2024
▪ August – Offices and some units – phased occupancy (per building)
▪ Funding timeline – need full occupancy 1st of December
Project Team:
- Ownership: People’s Self Help Housing Corporation
- Architectural Firm: Arris Studio Architects
- Structural Engineer: Ashley & Vance Engineering
- Mechanical & Plumbing Engineer: Metrics Mechanical Engineering
- Electrical Engineer: JMPE Electrical Engineering
- Civil Engineer: CDS Civil Design Studio
Scope of Work
- Site Items:
o Add security fencing
▪ Vehicular & Pedestrian Gates
o Seal coat on asphalt parking lot & restripe parking lot.
o Modify areas of flatwork for Accessible path of travel (truncated domes, 2% cross
slope compliance, etc.)
o Property Signage – deferred submittal.
o Demolish pool & infill
o Remove existing trash enclosure & provide new enclosure per city of SLO standards –
provide ADA path of travel to enclosure
o Replace clay sewer lateral & install backflow preventer
o Install New seismic shutoff valve at gas lateral
- Building Items:
o Replace PTACs (all rooms: offices, guest rooms, etc.) with energy efficient models.
o Separate Submittal – PV Solar
o Electrical Upgrades – GFCI outlets, LED light fixtures, new panels, dedicated circuits to
units – existing switchgear to remain.
o New Security Cameras
o Upgrade Fire Alarm
o Replace roofing, gutters, & downspouts
o Maintenance items including: New Paint – interior & exterior, replacing any damaged
guard railing, relocating Fire Extinguisher cabinets to appropriate reach ranges.
o Replace plumbing fixtures & supply lines
o Remove & replace bathroom exhaust fans with energy star models.
o Structural Review for building front corner where evidence of water damage. Reapply
pedestrian traffic coating.
o Update stairs to code compliance – add solid risers, provide new handrails with
handrail extensions.
o Replace hot water heaters with efficient models
o Update emergency lighting.
- Renovation/Remodel:
o Convert residential units to new offices [5 total offices]
o Remodel existing office area at building entrance
o Remodel (3) existing units & convert to 2-bed managers unit
o Remodel (3) existing units & convert to residential kitchens for tenants.
▪ (4) total residential kitchens will be provided.
▪ (2) manager unit kitchens will be provided.
o Modify office restroom to be fully compliant with CBC 11B accessibility requirements.
Motel 6 Conversion – San Luis Obispo
January 22nd, 2024
o Update laundry facility for tenants & provide ADA compliant washers/dryers
o Remove pool equipment in shed & covert to storage for maintenance.
o Provide mailboxes for new tenants.
o Add sinks and countertop to all 76 units
▪ Provide GFCI outlet at countertop
DISCUSSION ITEMS:
- Provide type 1 hoods in lieu of fire sprinklers – domestic cooking appliances
o UL 300A systems [may not be recognized in the code – but a measure used to mitigate
risk – check with Fire Chief
- Family units – 5-10 units
o Is a separation door possible instead? (greater flexibility)
- Plan check fees will be paid (project not except).
- Arris to distribute to team.
PROJECT SITE HIGHWAY 101CALLE JOAQUINL
OS
OS
OS
VAL
L
EY RDA U TO P A R K W A Y
PROJECT
NORTH
ADDRESS 1433 CALLE JOAQUIN
SAN LUIS OBISPO, CA
ASSESSOR PARCEL NUMBER 053-151-026
LOT AREA 80,150 S.F. (+/-1.84 ACRES)
LOCAL ZONING C-S (COMMERCIAL SERVICE)
OCCUPANCY GROUPS R-1 (HOTEL)
B (OFFICE)
CONSTRUCTION TYPE TYPE V-A
SPRINKLERS NO (EXISTING)
BUILDING AREAS: BUILDING A BUILDING B BUILDING C TOTAL AREA
1ST FLOOR: 4,614 SF 3,571 SF 3,629 SF 11,814 SF
2ND FLOOR: 4,387 SF 3,571 SF 3,629 SF 11,587 SF
TOTAL: 9,001 SF 7,142 SF 7,258 SF 23,401 SF
ROOM TYPE: BUILDING A BUILDING B BUILDING C TOTAL
STANDARD STUDIO 26 24 21 71
ACCESSIBLE ROOMS -2 3 5
TOTAL SLEEPING UNITS 26 26 24 76
MANAGER UNITS 1 -1 2
TOTAL UNITS 27 26 25 78
ACCESSIBILITY REQUIREMENTS:
NUMBER OF REQUIRED MOBILITY UNITS:4 UNITS [5% OF 78 (CBC 11B-233.3.4.1)]
NUMBER OF PROPOSED MOBILITY UNITS:5 UNITS (#114, 115, 118, 119, 120)
NUMBER OF REQUIRED UNITS W/COMM.2 UNITS [2% OF TOTAL (CBC 11B-233.3.1.3)]
NUMBER OF PROPOSED UNITS W/COMM.2 UNITS (#104, 112)
A. AFTER INSTALLATION OF THERMAL INSULATION, THE CONTRACTOR SHALL POST IN
A CONSPICUOUS LOCATION IN THE BUILDING AT THE SATISFACTION OF THE
BUILDING INSPECTOR, A CERTIFICATE SIGNED BY THE INSTALLER AND THE
CONTRACTOR STATING THAT THE MATERIALS AND INSTALLATION CONFORMS WITH
THE CURRENT REQUIREMENTS OF CEC-TITLE 24 SECTION 120 AND SECTION 150.(A),
(B), (C), (D), AND (L). THE CERTIFICATE SHALL INCLUDE THE MANUFACTURER'S
NAME AND MATERIAL IDENTIFICATION, THE INSTALLED "R" VALUE, AND (WHERE
LOOSE-FILLED INSULATION IS INSTALLED) THE MINIMUM INSTALLED WEIGHT PER
SQUARE FOOT CORRESPONDING TO THE MANUFACTURER'S LABELED DENSITY FOR
THE REQUIRED "R" VALUE.
B. THE CONTRACTOR SHALL PROVIDE THE ORIGINAL OCCUPANT A LIST OF THE
HEATING, COOLING, WATER, HEATING AND LIGHTING SYSTEMS AND
CONSERVATION OR SOLAR DEVICES INSTALLED IN THE BUILDING AND PRINTED
INSTRUCTION ON HOW TO USE THEM EFFECTIVELY.
C. ALL MECHANICAL DUCTWORK SHALL BE CONSTRUCTED AND INSTALLED IN
ACCORDANCE WITH UMC, CHAPTER 6 AND CEC SECTION 120.4 AND 150.(m).
D. ALL WEATHER STRIPPING FOR EXTERIOR WINDOWS AND DOORS SHALL BE
GASKETED OR OTHERWISE SEALED TO LIMIT INFILTRATION IN ACCORDANCE WITH
CEC SECTION 110.6.1.
E. THE FOLLOWING ITEMS SHALL BE CAULKED OR OTHERWISE SEALED TO LIMIT AIR
INFILTRATION AND EXFILTRATION. (CEC SECTION 110.6 AND 110.7).
a. AT ALL EXTERIOR JOINTS AROUND WINDOW AND DOOR FRAMES, BETWEEN
EXTERIOR WALL PANELS.
b. AT ALL OPENINGS FOR PLUMBING, ELECTRICAL AND GAS LINES INTO WALLS,
FLOORS AND CEILING.
c. AT ALL OPENINGS IN THE ATTIC FLOOR WHERE CEILING MATERIALS MEET
INTERIOR AND EXTERIOR WALLS AND MASONRY.
d. AT ALL OTHER SUCH OPENINGS IN THE BUILDING ENVELOPE NOT SPECIFICALLY
MENTIONED ABOVE.
F. ALL MANUFACTURED DOORS AND WINDOWS SHALL BE CERTIFIED AND LABELED
TO INDICATE THAT THEY ARE IN COMPLIANCE WITH THE APPROPRIATE STANDARDS
THAT ARE LISTED IN CEC SECTION 110.6.
G. EXHAUST FANS OR OTHER EXHAUST SYSTEMS EXHAUSTING AIR FROM THE BUILDING
TO THE OUTSIDE SHALL BE PROVIDED WITH BACKDRAFT DAMPERS TO PREVENT AIR
LEAKAGE IN ACCORDANCE WITH CEC SECTION 150.(m)
A. ALL WINDOW AND DOOR FRAMES AND SEALS SHALL BE THOROUGHY CAULKED
AND WEATHER-STRIPPED TO PREVENT TO PREVENT AIR LEAK TYPE TRANSM ISSION
OF SOUND.
B. ALL CEILING/WALL JUNCTIONS SHALL BE THOROUGHLY SEALED AND CAULKED.
C. COMMON PARTITIONS SHALL BE CONTINUOUS AND OF AIRTIGHT CONSTRUCTION
ON EACH SIDE, INCLUDING THE APPLICATION OF CAULKING AND PLATE TAPE
AROUND THE ENTIRE PERIMETER AND UNDER THE FIRST FLOOR PLATE. ALL
OPENINGS AT AND INSIDE ELECTRICAL BOXES SHALL BE SEALED, AND THE
OPPOSING BOXES IN ADJACENT UNITS SEPARATED BY ONE STUD BAY.
D. EXHAUST DUCTING AT KITCHENS AND BATHROOMS SHALL BE FITTED WITH
ACOUSTICAL ABSORBENT LININGS (SMOOTH DUCT LINING).
E. INTERCONNECTING DUCTING BETWEEN DWELLING UNITS SHALL BE AVOIDED.
F. ALL WATER SUPPLY LINES SHALL BE CLAMPED BY ISOLATORS WHENEVER IT IS
ATTACHED OR PENETRATING WOOD AT EACH STUD CUT PER OPEN RUN.
ISOLATORS SHALL BE NON-METAL CLAMPS WITH TENSILE STRENGTH EXCEEDING
200 POUNDS AND ABLE TO WITHSTAND HEAT TO 220 DEGREES FAHRENHEIT. THESE
ISOLATORS CAN BE FLEXI-FIN ID NUMBERS 2065, 2086, 2087, 2088, 2033, 2034, 2036,
2037 AND 2040 OR EQUIVALENT CHANNEL MOUNT ID NUMBERS.
G. WATER VELOCITIES IN SUPPLY PIPING SHOULD BE DESIGNED NOT TO EXCEED FIVE
FEET PER SECOND TO PREVENT PIPE BANGING OR OSCILLATION NOISE.
H. PROVIDE APPLICATION OF ACOUSTICAL SEALANT AT GYPSUM BOARD WALLS
BETWEEN BOTH THE CEILINGS AND FLOORS. GAPS SHOULD BE 1/4" TO 1/2" AND
FILLED WITH NON-HARDENING ACOUSTICAL SEALANT.
I. ISOLATE ALL WATER SUPPLY WASTEWATER PIPING BY BATT OR FILLED INSULATION
IN THE IMMEDIATE STUD OR FLOOR JOIST CAVITY CONTAINING THE PIPE RUN.
J. DURING CONSTRUCTION IT IS ESSENTIAL THAT ONE UNIT BE FIELD TESTED FOR
EXTERIOR NOISE PENETRATION, PARTY WALL TRANSMISSION, AND FLOOR/CEILING
NOISE PENETRATION. THESE TESTS SHOULD BE DONE BECAUSE CONSTRUCTION
CREWS OFTEN DO NOT UNDERSTAND THE CLOSE TOLERANCES REQUIRED TO
IMPLEMENT THE ABOVE MITIGATION MEASURES. THE FIELD TEST SHOULD IDEALLY
BE CONDUCTED BEFORE INTERIOR FINISHES.
K. BACK TO BACK ELECTRICAL OUTLETS IN PARTY WALLS IS NOT ALLOWED.
L. RESILIENT CHANNELS MUST BE USED ON ALL CEILINGS WHI CH HAVE DWELLING
UNITS ABOVE. COMPLY WITH MANUFACTURER'S INSTRUCTIONS AND DO NOT
OVER SCREW. RESILIENT CHANNELS SHALL NOT OVERLAP, TERMINATE CHANNELS
1/2" OR GREATER DISTANCE PRIOR TO CONTACT WITH WALLS AND CEILINGS.
M. PROVIDE ACOUSTIC "WAFFLE" OR NEOPRENE PADS BETWEEN PIPE CLAMPS AND
BOTTOM PLATES AT WASTE WATER PIPING LOCATIONS.
N. PROVIDE WATER HAMMER ARRESTORS AT ALL QUICK SHUT-OFF VALVES AT
LAUNDRY CLOSETS, LAVATORIES AND KITCHEN SINKS.
O. ALL OUTLETS AND JUNCTION BOXES RECEIVE A 1/8" THICK PUTTY PAD FOR USE AS
AN AIR/ACOUSTICAL BARRIER AT INSULATED EXTERIOR WALLS. CAULK ANY VOIDS
BETWEEN INTERIOR GYPSUM BOARD AND OUTLET BOX WITH COMPATIBLE
SEALANT, TYP.
A. ALL WORK SHALL CONFORM TO: (A) THE MINIMUM STANDARDS OF THE LATEST
EDITION OF THE CALIFORNIA BUILDING CODE AND ALL RELATED DOCUMENTS
PUBLISHED BY THE I.C.C WHICH HAVE BEEN ADOPTED BY THE LOCAL GOVERNING
AGENCY; (B) ALL REGULATIONS AND ORDINANCES OF ALL LOCAL GOVERNING
AGENCIES; (C) ANY SPECIAL CONDITIONS REQUIRED BY THE LOCAL GOVERNING
AGENCIES; AND (D) ALL CALIFORNIA STATE CODE AMENDMENTS (BUILDING
STANDARDS CODE) TITLE 24.
B. ALL CODES REFERENCED SHALL BE CALIFORNIA EDITIONS. THE CODES
REFERENCED IN THESE PLANS ARE AS FOLLOWS:
1. 2022 CALIFORNIA BUILDING CODE (CBC).
2. 2022 CALIFORNIA ELECTRICAL CODE (CEC).
3. 2022 CALIFORNIA MECHANICAL CODE (CMC).
4. 2022 CALIFORNIA PLUMBING CODE (CPC).
5. 2022 CALIFORNIA ENERGY CODE.
6. 2022 CALIFORNIA HISTORICAL BUILDING CODE.
7. 2022 CALIFORNIA FIRE CODE.
8. 2022 CALIFORNIA GREEN BUILDING STANDARDS CODE (CGBSC).
9. 2022 CALFORNIA REFERENCE STANDARDS CODE.
10. NATIONAL FIRE CODE (NFPA).
11. CITY OF SAN LUIS OBISPO MUNICIPAL CODE.
C. ALL WORK DESCRIBED IN THE DRAWINGS SHALL BE VERIFIED BY THE CONTRACTOR
FOR DIMENSIONS, GRADES, EXTENT AND COMPATIBILITY TO THE EXISTING SITE.
ANY DISCREPANCIES AND UNEXPECTED CONDITIONS THAT AFFECT OR CHANGE
THE WORK DESCRIBED IN THE CONTRACT DOCUMENTS SHALL BE BROUGHT TO THE
ARCHITECT'S ATTENTION IMMEDIATELY. DO NOT PROCEED WITH THE WORK IN THE
AREA OF DISCREPANCIES UNTIL ALL SUCH DISCREPANCIES ARE RESOLVED. IF THE
CONTRACTOR CHOOSES TO DO SO, HE SHALL BE PROCEEDING AT HIS OWN RISK.
D. OMISSIONS FROM THE DRAWINGS AND SPECIFICATIONS OR THE MISDESCRIPTION
OF THE WORK WHICH IS MANIFESTLY NECESSARY TO CARRY OUT THE INTENT OF
THE DRAWINGS AND SPECIFICATIONS, OR WHICH IS CUSTOM ARILY PERFORMED,
SHALL NOT RELIEVE THE CONTRACTOR FROM PERFORMING SUCH OMITTED OR
MISDESCRIBED DETAILS OF THE WORK AS IF FULLY AND COMPLETELY SET FORTH
AND DESCRIBED IN THE DRAWINGS AND SPECIFICATIONS.
E. DIMENSIONS SHOWN SHALL TAKE PRECEDENCE OVER DRAWINGS SCALE OR
PROPORTION. LARGER SCALE DRAWINGS SHALL TAKE PRECEDENCE OVER
SMALLER SCALE DRAWINGS. FOR DIMENSIONAL DISCREPANCIES, OR OTHER
NECESSARY CLARIFICATIONS, CONTACT THE ARCHITECT IN WRITING PRIOR TO
PLACEMENT OF MATERIALS.
F. THE CONTRACTOR SHALL FOLLOW ALL APPLICABLE INDUSTRIAL SAFETY
REGULATIONS. THE LOCAL GOVERNING AGENCY, THE ARCHITECT, AND THE
OWNER SHALL NOT BE RESPONSIBLE FOR ENFORCING SAFETY REGULATIONS.
G. THE ARCHITECT OF RECORD SHALL BE RESPONSIBLE FOR REVIEWING AND
APPROVAL OF ALL SUBMITTAL DOCUMENTS PREPARED BY OTHERS, INCLUDING
DEFERRED SUBMITTAL ITEMS, FOR COMPATIBILITY WITH THE DESIGN OF THE
BUILDING.
H. APPROVED NUMBERS OR ADDRESSES (MINIMUM 6" HIGH) SHALL BE PROVIDED
FOR ALL NEW BUILDINGS IN SUCH A POSITION AS TO BE PLAINLY VISIBLE AND
LEGIBLE FROM THE STREET OR ROAD FRONTING THE PROPERTY. CONTRACTOR
SHALL COORDINATE THE LOCATION WITH THE ARCHITECT AND THE FIRE
DEPARTMENT.
I. NO HAZARDOUS MATERIALS SHALL BE STORED AND/OR USED WITHIN THE
BUILDING WHICH EXCEED THE QUANTITIES LISTED IN CBC TABLE 307.1(1)
J. WALL AND CEILING MATERIALS SHALL NOT EXCEED THE FLAME SPREAD
CLASSIFICATIONS IN CBC TABLE 803.13.
K. CONTRACTOR SHALL NOTIFY OWNER PRIOR TO COMMENCING WITH ANY WORK.
CONTRACTOR SHALL CONFORM TO ANY REQUIREMENTS FOR NOISE AND DUST,
CONTROL TRASH, STORAGE, WORK HOURS, SITE ACCESS, SIGNAGE, ETC. AS
DIRECTED BY THE OWNER, LOCAL JURISDICTION AND/OR GOVERNING AGENCY.
L. CONTRACTOR IS RESPONSIBLE FOR SCHEDULING INSPECTIONS BY THE BUILDING
DEPARTMENT AND OTHER AGENCIES AS REQUIRED.
M. PROVIDE ENTRANCE AND/OR EQUIPMENT ROOM KEY(S) FOR KEY BOX UPON
FINAL INSPECTION. ALL EXITS TO BE OPENABLE FROM INSIDE WITHOUT THE USE OF
A KEY, TOOL OR SPECIAL KNOWLEDGE.
N. FIRE SPRINKLERS ARE TO BE REVIEWED AND APPROVED BY THE FIRE MARSHALL
PRIOR TO INSTALLATION.
O. ACCESSIBILITY FOR DISABLED PERSONS WILL BE PROVIDED AS REQUIRED BY CODE.
P. DIMENSIONS FOR ACCESSIBILITY FEATURES ARE SUBJECT TO CONVENTIONAL
INDUSTRY CONSTRUCTION TOLERANCES ONLY WHEN STATED AS ABSOLUTE
DIMENSIONS. CONSTRUCTION TOLERANCES ARE NOT ALLOWED FOR DIMENSIONS
STATED AS "MAXIMUM", "MINIMUM", OR STATED AS A RANGE WITH SPECIFIC
MINIMUM AND MAXIMUM END POINTS.
THIS PROJECT PROPOSES TO CONVERT THE EXISTING 2-STORY MOTEL 6 LOCATED AT
1433 CALLE JOAQUIN TO HOUSING FOR THE HOMEKEY PROGRAM.
THE EXISTING PROJECT CONTAINS 87 GUEST ROOMS WITH ON-SITE PARKING, LAUNDRY
FACILITIES, AND LEASING OFFICES.
BUILDING IMPROVEMENTS WILL INCLUDE CONVERTING SEVERAL EXISTING GUEST
ROOMS TO NEW OFFICES, (4) NEW RESIDENTIAL KITCHENS FOR THE TENANTS, AND A
NEW 2-BEDROOM MANAGER'S UNIT. THE SCOPE OF WORK WILL ALSO CONSIST OF
CONVERTING THE GUEST ROOMS INTO SLEEPING UNITS FOR THE HOMEKEY PROGRAM
BY ADDING SINKS TO THE EXISTING ROOMS. THERE WILL BE A TOTAL OF 76 SLEEPING
UNITS AND (2) MANAGER'S UNITS.
ADDITIONALLY, THE SCOPE WILL INCORPORATE ACCESSIBLE UPGRADES, SITE
IMPROVEMENTS, MAINTENANCE ITEMS INCLUDING UPGRADING THE MECHANICAL,
ELECTRICAL, AND PLUMBING SYSTEMS.
THE CONSTRUCTION SCOPE OF WORK INCLUDES THE FOLLOWING:
1. ACCESSIBLE UPGRADES:
A. MODFYING THE ACCESSIBLE PATH OF TRAVEL & SITEWORK TO MEET CURRENT
CBC 11B REQUIREMENTS (ACCESSIBLE PARKING, FLATWORK, CURB CUT RAMPS,
NEW TRUNCATED DOMES)
B. MODIFYING EXISTING ACCESSIBLE ROOMS TO COMPLY WITH CURRENT CBC
11B MOBILITY ACCESSIBLE REQUIREMENTS.
C. MODIFYING EXISTING STANDARD ROOMS TO COMPLY WITH CURRENT CBC 11B
MOBILITY ACCESSIBLE REQUIREMENTS
D. UPGRADING EXISTING ROOMS TO HAVE COMMUNICATION FEATURES IN
COMPLIANCE WITH CBC 11B (AUDIO/VISUAL AID).
E. MODIFYING COMMON OFFICE AREAS TO MEET CURRENT CBC 11B
REQUIREMENTS.
F. REMOVE EXISTING TRASH ENCLOSURE & INSTALL NEW COVERED ENCLOSURE IN
COMPLIANCE WITH CBC 11B REQUIREMENTS.
2. SITE IMPROVEMENTS:
A. INSTALL NEW SECURITY PERIMETER FENCING, VEHICULAR GATES, AND
PEDESTRIAN GATES
B. MODIFY THE EXISTING TRASH ENCLOSURE
C. DEMOLISH AND INFILL THE EXISTING POOL
D. REMOVE & REPLACE SEWER LATERAL & INSTALL BACKFLOW PREVENTER.
3. BUILDING SYSTEM IMPROVEMENTS:
A. REMOVE & REPLACE PTACS THROUGHOUT
B. REMOVE & REPLACE PLUMBING FIXTURES & SUPPLY PIPING.
C. REMOVE & REPLACE EXISTING HOT WATER HEATERS
D. REMOVE & REPLACE EXTERIOR LIGHTING W/LED FIXTURES, REPLACE EXIT &
EMERGENCY LIGHTING
E. REMOVE & REPLACE ELECTRICAL PANELS
F. REMOVE & REPLACE EXISTING SHINGLE ROOF
G. INSTALL NEW BLOWN-IN ATTIC INSULATION TO INCREASE OVERALL R-VALUE TO
R-38.
H. REAPPLY DECK COATING TO ELEVATED WALKWAYS
I. INSTALL NEW COMBINATION SMOKE/CO DETECTORS
J. INSTALL NEW GFCI OUTLETS AT NEW SINKS, AND NEW OUTLETS AT REMODEL
AREAS (OFFICES, ACCESSIBLE SLEEPING ROOMS, ETC.)
K. REMOVE & REPLACE EXHAUST FANS WITH NEW ENERGY STAR RATED FANS.
4. RENOVATION/REMODEL AREAS:
A. CONVERT (3) GUEST ROOMS AND THE VENDING MACHINE AREA INTO (4) NEW
RESIDENTIAL KITCHENS FOR THE TENANTS.
B. RENOVATE THE OFFICE AREA, CONVERT (3) GUEST ROOMS INTO NEW OFFICES
C. CONVERT (3) GUEST ROOMS INTO A 2-BED MANAGER'S UNIT.
D. MODIFY EXISTING LAUNDRY AREA FOR TENANT LAUNDRY ROOM.
NOTE: NO NEW FLOOR AREA IS PROPOSED.
PARTITIONS SEPARATING SLEEPING ROOMS
WALLS
FLOOR/CEILING ASSEMBLIES
REQUIRED SOUND RATING
(CBC CHAPTER 12)
STC 50 MIN.
FLOOR-CEILING SEPARATING SLEEPING UNITS STC 50 MIN.
FLOOR IMPACT
FLOOR-CEILING SEPARATING SLEEPING UNITS IIC 50 MIN.
NOTES:
1. SEE ENERGY NOTES FOR ADDITIONAL INFORMATION.
2. SEE WALL ASSEMBLIES FOR ADDITIONAL INFORMATION.
ROOF R-30 (EXISTING) BATTS
FLOOR/CEILING
(NEW) BLOWN-IN TO
ACHEIVE R-38
WALLS
EXTERIOR:R-19 BATT (EXISTING)
INTERIOR:
EXISTING TO REMAIN
PER ASSEBMLY
PHONE:
PLANNING DEPARTMENT
990 PALM STREET
SAN LUIS OBISPO, CA, 93401
(805) 781-7170
PHONE:
BUILDING DEPARTMENT
990 PALM STREET
SAN LUIS OBISPO, CA, 93401
(805) 781-7180
PHONE:
SLO CITY FIRE DEPARTMENT
2160 SANTA BARBARA AVE
SAN LUIS OBISPO, CA, 93401
(805) 781-7380
PHONE:
POLICE DEPARTMENT
1042 WALNUT STREET
SAN LUIS OBISPO, CA, 93401
(805) 781-7317
PHONE:
SAN LUIS OBISPO UTILITIES DEPARTMENT
879 MORRO STREET
SAN LUIS OBISPO, CA, 93401
(805) 781-7215
PHONE:
3CE ELECTRICAL SERVICE
71 ZACA LANE, SUITE 140
SAN LUIS OBISPO, CA, 93401
(888) 909-6227
PHONE:
SOUTHERN CALIFORNIA GAS COMPANY
(800) 427-2200
PHONE:
COMCAST CABLE SERVICE
(805) 925-9504
PHONE:
AT&T PHONE SERVICE
(800) 288-2020
PHONE:
CONTACT:
EMAIL:
PEOPLE'S SELF HELP HOUSING CORPORATINO
1060 KENDALL RD,
SAN LUIS OBISPO, CA, 93401
(805) 651-3592
VERONICA GARCIA
VERONICAG@PSHHC.ORG
OWNER:
PHONE:
CONTACT:
EMAIL:
BEACON GEOTECHNICAL, INC.
P.O. BOX 4814
PASO ROBLES, CA, 93447
(805) 963-5979
GREG MCKAY
BEACONGEOTECHNICAL@GMAIL.COM
GEOTECHNICAL
ENGINEER:
PHONE:
CONTACT:
EMAIL:
ARRIS STUDIO ARCHITECTS
1327 ARCHER STREET, SUITE 220
SAN LUIS OBISPO, CA, 93401
(805) 547-2240
THOM JESS
TJESS@ARRIS-STUDIO.COM
ARCHITECT:
PHONE:
CONTACT:
EMAIL:
ASHLEY & VANCE ENGINEERING, INC.
1229 CARMEL STREET
SAN LUIS OBISPO, CA, 93401
(805) 545-0010
MIKA DANIEL
MIKA@ASHLEYVANCE.COM
STRUCTURAL:
PHONE:
CONTACT:
EMAIL:
METRICS MECHANICAL ENGINEERING
7 W. FIGUEROA STREET, SUITE 200
SANTA BARBARA, CA, 93101
(805) 770-7820
TYLER REYNOLDS
TREYNOLDS@METRICSMECH.COM
MECHANICAL
PLUMBING:
PHONE:
CONTACT:
EMAIL:
JMPE ELECTRICAL ENGINEERING
627 OLIVE STREET
SANTA BARBARA
(805) 895-1700
JOHN MALONEY
MALONEY@JMPE.NET
ELECTRICAL:
PHONE:
CONTACT:
EMAIL:
CDS CIVIL DESIGN STUDIO
PO BOX 199
CAMBRIA, CA, 93428
(805) 234-5210
MONTE SOTO
MONTE@CIVIL-STUDIO.COM
CIVIL ENGINEER:
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THE INCLUDED DRAWINGS, SPECIFICATIONS, IDEAS, DESIGNS & ARRANGEMENTS REPRESENTED THEREBY ARE AND SHALL REMAIN THE PROPERTY OFARRIS STUDIO ARCHITECTS AND NO PART THEREOF SHALL BE COPIED, DISCLOSED TO OTHERS OR USED IN CONNECTION WITH ANY WORK OR PROJECT OTHER THAN THE SPECIFIC PROJECT FOR WHICH THEY HAVE BEEN PREPARED AND DEVELOPED WITHOUT THE WRITTEN CONSENT OF ARRIS STUDIO ARCHITECTS. VISUAL CONTACT WITH THESE DRAWINGS OR SPECIFICATIONS SHALL CONSTITUTE CONCLUSIVE EVIDENCE OF ACCEPTANCE OF THESE RESTRICTIONS. SUBMITTAL OF THESE DOCUMENTS FOR PUBLIC AGENCY REVIEW SHALL NOT BE CONSIDERED A WAVER OF ARRIS STUDIO ARCHITECTS' RIGHTS. ARRIS STUDIO ARCHITECTS COPYRIGHT 2023Architect of Record/Consultant
Consultant
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1327 ARCHER STREET, STE. 220
SAN LUIS OBISPO, CA 93401
THOMAS E. JESS ARCHITECT (CA) #C27608
STEPHEN A. RIGOR ARCHITECT (CA) #C33672
ADRIANA J. COOK ARCHITECT (OR) #6543
ADDRESS
805.547.2240
ARRIS-STUDIO.COM
CONTACT
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A0.00HOMEKEY RENNOVATIONPEOPLES SELF HELP HOUSINGCORPORATION901 N. VENTURA RD, SUITE 265OXNARD, CA, 93036PHONECOVER SHEETMOTEL 61433 CALLE JOAQUIN, SAN LUIS OBISPO, CA, 93405SHEET INDEX
ARCHITECTURAL
A0.00 COVER SHEET
A0.21 ACCESSIBILITY STANDARDS - ACCESSIBLE ROUTE & SITE
A0.22 ACCESSIBILITY STANDARDS - ENTRANCES, DOORS & CLEAR SPACES
A0.23 ACCESSIBILITY STANDARDS - STAIRWAYS AND ELEVATORS
A0.24 ACCESSIBILITY STANDARDS - PUBLIC USE FACILITIES & MOBILITY (11B)
A2.10 ARCHITECTURAL SITE PLAN
A2.21 ARCHITECTURAL SITE-TRASH ENCLOSURE
A2.30 ARCHITECTURAL SITE AMENITIES
A3.01 OVERALL FLOOR PLANS-PROPOSED
A3.10 OVERALL ROOF PLAN
A5.00 EXTERIOR ELEVATIONS
A7.00 ENLARGED MOBILITY UNIT-FROM EX. ADA
A7.01 ENLARGED STANDARD UNIT
A7.02 ENLARGED MANAGER'S UNIT-1-BED
A7.03 ENLARGED MANAGER'S UNIT- 2-BED
A8.00 ENLARGED PLANS - OFFICES-DEMO
A8.01 ENLARGED PLANS - OFFICES-PROPOSED
A8.10 ENLARGED PLANS -RESIDENTIAL KITCHEN
A8.30 ENLARGED PLANS - STAIRS
A10.00 RATED ASSEMBLIES
A10.01 RATED PENETRATIONS
A10.10 ARCHITECTURAL DETAILS - ASSEMBLIES
A10.11 ARCHITECTURAL DETAILS - ASSEMBLY CONNECTIONS
A10.12 ARCHITECTURAL DETAILS - MISC
24
STRUCTURAL
S-X.X SHEET PLACEHOLDER
1
MECHANICAL & PLUMBING
MP-X.X SHEET PLACEHOLDER
1
ELECTRICAL
E-X.X SHEET PLACEHOLDER
1
Grand total: 27
MOTEL 6 - HOMEKEY REHABILITATION
1433 CALLE JOAQUIN SAN LUIS OBISPO, CA
PROJECT DIRECTORYGENERAL NOTES
VICINITY MAP
AGENCIES & UTILITIES
INSULATION SCHEDULE
PROJECT STATISTICS
ENERGY NOTES
ACOUSTICAL RQMTS.
ACOUSTICAL NOTES PROJECT DESCRIPTION
ACC-RAMP DETAILS
CBC 1114A | 11B-405
CBC 11B-405 | RAMPS AND LANDING NOTES:
RAMPS ARE DEFINED AS A WALKING SURFACE THAT HAS A RUNNING SLOPE STEEPER THAN
ONE UNIT VERTICAL IN 20 UNITS HORIZONTAL (5-PERCENT SLOPE)
ALL RAMPS SHALL COMPLY WITH THIS DETAIL, EXCEPT FOR CURB RAMPS.
FOR CURB RAMP REQUIREMENTS, REFER TO DETAIL ......
1. RAMP SLOPE:
• MAXIMUM RUNNING SLOPE: 1 UNIT VERTICAL TO 12 UNITS HORIZONTAL (8.33%
SLOPE).
• NOTE: TRANSITIONS FROM RAMPS TO WALKS, GUTTERS OR STREETS SHALL BE
FLUSH AND FREE OF ABRUPT CHANGES.
• CROSS SLOPE OF RAMP RUN SHALL NOT BE STEEPER THAN 1:48.
• CHANGES IN LEVEL OTHER THAN THE RUNNING SLOPE AND CROSS SLOPE ARE NOT
PERMITTED ON RAMP RUNS.
2. REQUIRED WIDTH: THE CLEAR WIDTH OF RAMPS SHALL BE NO LESS THAN 48 INCHES.
• PEDESTRIAN RAMPS SERVING ACCESSIBLE ENTRANCES TO BUILDINGS HAVING AN
OCCUPANT LOAD OF 300 OR MORE SHALL HAVE A MINIMUM CLEAR WIDTH OF 60
INCHES.
• PEDESTRIAN RAMPS SERVING ACCESSIBLE ENTRANCES TO BUILDINGS HOUSING
GROUP R OCCUPANCIES MAY BE 36 INCHES CLEAR WIDTH WHEN THE OCCUPANT
LOAD IS 50 OR LESS.
• HANDRAILS MAY PROJECT INTO THE REQUIRED CLEAR WIDTH OF THE RAMP AT
EACH SIDE 3-1/2 INCHES MAX AT THE HANDRAIL HEIGHT. CURBS, WHEELS AND/OR
APPURTENANCES SHALL NOT PROJECT INTO THE REQUIRED CLEAR WIDTH OF
RAMPS.
3. OUTDOOR RAMPS: OUTDOOR RAMPS, LANDINGS AND THEIR APPROACHES SHALL BE
DESIGNED SO THAT WATER WILL NOT ACCUMULATE ON THE WALKING SURFACE.
4. LANDINGS: SHALL BE PROVIDED AT THE TOP AND BOTTOM OF EACH RAMP AND SHALL
NOT HAVE A SLOPE EXCEEDING 1:48. INTERMEDIATE LANDI NGS SHALL BE PROVIDED AT
INTERVALS NOT EXCEEDING 30 INCHES OF VERTICAL RISE AND AT EACH CHANGE OF
DIRECTION. LANDINGS ARE NOT CONSIDERED IN DETERMINI NG THE MAX HORIZONTAL
DISTANCE OF EACH RAMP.
• TOP LANDINGS SHALL NOT BE LESS THAN 60 INCHES WIDE. TOP LANDINGS SHALL
HAVE A MIN LENGTH OF 60 INCHES MINIMUM IN THE DIRECTION OF THE RAMP RUN
• BOTTOM AND INTERMEDIATE LANDINGS SHALL NOT BE LESS THAN THE WIDTH OF THE
RAMP.
• INTERMEDIATE LANDINGS SHALL HAVE A LENGTH IN THE DI RECTION OF RAMP RUN
OF NOT LESS THAN 60 INCHES.
• BOTTOM LANDINGS SHALL HAVE A LENGTH IN THE DIRECTION OF RAMP RUN OF
NOT LESS THAN 72 INCHES.
• INTERMEDIATE LANDINGS AT A CHANGE OF DIRECTION SHALL PROVIDE 60 INCHES
TURNING SPACE. AT A CHANGE OF DIRECTION IN EXCESS OF 30 DEGREES,
LANDINGS SHALL HAVE A LENGTH OF NOT LESS THAN 72 INCHES IN THE DIRECTION
OF RAMP RUN.
• AT DOORS: DOORS IN ANY POSITION SHALL NOT REDUCE THE MIN DISTANCE OF
THE LANDING TO LESS THAN 42 INCHES AND SHALL NOT REDUCE THE REQUIRED
WIDTH BY MORE THAN 3 INCHES WHEN FULLY OPEN. THE WI DTH OF THE LANDING
SHALL COMPLY WITH STRIKE EDGE EXTENSION AND MANEUVERING CLEARANCES
AT DOORS.
5. RAMP HEIGHT: RAMPS MORE THAN 30 INCHES ABOVE THE ADJACENT FLOOR OR
GROUND AND OPEN TO ONE OR BOTH SIDES SHALL BE PROVIDED WITH GUARDRAILS.
GUARDRAILS SHALL BE CONTINUOUS FROM THE TOP OF THE RAMP TO THE BOTTOM OF
THE RAMP. REFER TO DETAIL FOR GUARDRAIL REQUIREMENTS.
6. RAMP HANDRAILS. REFER TO DETAIL FOR RAMP HANDRAIL REQUIREMENTS.
7. EDGE PROTECTION:CURB OR BARRIER SHALL BE PROVIDED ON EACH SIDE OF RAMP
RUNS AND AT EACH SIDE OF RAMP LANDINGS. EXCEPTIONS:
• WHERE CURB RAMP FLARES ARE PROVIDED AND ARE NOT STEEPER THAN 1:10.
• EDGE PROTECTION SHALL NOT BE REQUIRED ON THE SIDES OF RAMP LANDINGS
SERVING AN ADJOINING RAMP RUN OR STAIRWAY.
• EDGE PROTECTION SHALL NOT BE REQUIRED ON THE SIDES OF RAMP LANDINGS
HAVING A VERTICAL DROP-OFF OF 1/2 INCH MAXIMUM WITHIN 10 INCHES
HORIZONTALLY OF THE MINIMUM LANDING AREA SPECIFIED IN SECTION 11B-405.7.
8. CURB OR BARRIER:A CURB OR BARRIER SHALL BE PROVIDED THAT PREVENTS THE
PASSAGE OF A 4-INCH DIAMETER SPHERE, WHERE ANY PORTION OF THE SPHERE IS
WITHIN 4 INCHES OF THE FINISH FLOOR OR GROUND SURFACE. TO PREVENT WHEEL
ENTRAPMENT, THE CURB OR BARRIER SHALL PROVIDE A CONTINUOUS AND
UNINTERRUPTED BARRIER ALONG THE LENGTH OF THE RAMP
NOT TO SCALE
SYMBOL OF ACCESSIBILITYK4NOT TO SCALE
ACC-CURB RAMPSK12
NOT TO SCALE
TYP. ACCESSIBLE PARKING SPACEH2
NOT TO SCALE
ACCESSIBLE OUTDOOR BENCHESD12
NOT TO SCALE
RAMP HANDRAIL ELEVATIONF10
1/4" = 1'-0"
ACCESSIBLE ROUTED4
NOT TO SCALE
EV VAN ACCESSIBLEK2
NOT TO SCALE
ACC-WHEELCHAIR PASSAGE WIDTHF6
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THE INCLUDED DRAWINGS, SPECIFICATIONS, IDEAS, DESIGNS & ARRANGEMENTS REPRESENTED THEREBY ARE AND SHALL REMAIN THE PROPERTY OFARRIS STUDIO ARCHITECTS AND NO PART THEREOF SHALL BE COPIED, DISCLOSED TO OTHERS OR USED IN CONNECTION WITH ANY WORK OR PROJECT OTHER THAN THE SPECIFIC PROJECT FOR WHICH THEY HAVE BEEN PREPARED AND DEVELOPED WITHOUT THE WRITTEN CONSENT OF ARRIS STUDIO ARCHITECTS. VISUAL CONTACT WITH THESE DRAWINGS OR SPECIFICATIONS SHALL CONSTITUTE CONCLUSIVE EVIDENCE OF ACCEPTANCE OF THESE RESTRICTIONS. SUBMITTAL OF THESE DOCUMENTS FOR PUBLIC AGENCY REVIEW SHALL NOT BE CONSIDERED A WAVER OF ARRIS STUDIO ARCHITECTS' RIGHTS. ARRIS STUDIO ARCHITECTS COPYRIGHT 2023Architect of Record/Consultant
Consultant
J
K
1112
G
H
J
K
1112
1327 ARCHER STREET, STE. 220
SAN LUIS OBISPO, CA 93401
THOMAS E. JESS ARCHITECT (CA) #C27608
STEPHEN A. RIGOR ARCHITECT (CA) #C33672
ADRIANA J. COOK ARCHITECT (OR) #6543
ADDRESS
805.547.2240
ARRIS-STUDIO.COM
CONTACT
Autodesk Docs://A23065 - Motel 6 - SLO/A23065 Motel 6 Conversion.rvt1/22/2024 12:21:42 PMA23065
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A0.21HOMEKEY RENNOVATIONPEOPLES SELF HELP HOUSINGCORPORATION901 N. VENTURA RD, SUITE 265OXNARD, CA, 93036PHONEACCESSIBILITY STANDARDS -ACCESSIBLE ROUTE & SITEMOTEL 61433 CALLE JOAQUIN, SAN LUIS OBISPO, CA, 93405
ACC-DOOR APPROACH REQUIREMENTS
30/2023
NOT TO SCALE
PROTRUDING OBJECTSK4
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THE INCLUDED DRAWINGS, SPECIFICATIONS, IDEAS, DESIGNS & ARRANGEMENTS REPRESENTED THEREBY ARE AND SHALL REMAIN THE PROPERTY OFARRIS STUDIO ARCHITECTS AND NO PART THEREOF SHALL BE COPIED, DISCLOSED TO OTHERS OR USED IN CONNECTION WITH ANY WORK OR PROJECT OTHER THAN THE SPECIFIC PROJECT FOR WHICH THEY HAVE BEEN PREPARED AND DEVELOPED WITHOUT THE WRITTEN CONSENT OF ARRIS STUDIO ARCHITECTS. VISUAL CONTACT WITH THESE DRAWINGS OR SPECIFICATIONS SHALL CONSTITUTE CONCLUSIVE EVIDENCE OF ACCEPTANCE OF THESE RESTRICTIONS. SUBMITTAL OF THESE DOCUMENTS FOR PUBLIC AGENCY REVIEW SHALL NOT BE CONSIDERED A WAVER OF ARRIS STUDIO ARCHITECTS' RIGHTS. ARRIS STUDIO ARCHITECTS COPYRIGHT 2023Architect of Record/Consultant
Consultant
J
K
1112
G
H
J
K
1112
1327 ARCHER STREET, STE. 220
SAN LUIS OBISPO, CA 93401
THOMAS E. JESS ARCHITECT (CA) #C27608
STEPHEN A. RIGOR ARCHITECT (CA) #C33672
ADRIANA J. COOK ARCHITECT (OR) #6543
ADDRESS
805.547.2240
ARRIS-STUDIO.COM
CONTACT
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A0.22HOMEKEY RENNOVATIONPEOPLES SELF HELP HOUSINGCORPORATION901 N. VENTURA RD, SUITE 265OXNARD, CA, 93036PHONEACCESSIBILITY STANDARDS -ENTRANCES, DOORS & CLEAR SPACESMOTEL 61433 CALLE JOAQUIN, SAN LUIS OBISPO, CA, 93405
ACC-EXIT STAIR SIGNAGE
GLARE FINISH
ACC-OCCUPANT
CONSPICUOUS PLACE NEAR THE
SHALL HAVE ROUNDED
END
34"-38" MAX.27" MAX.12" MIN.
TW TW 12" MIN.27" MAX.34"-38" MAX.NOTE:
TW=TREAD WIDTH
4" MIN. & 7" MAX RISER HEIGHT
11" MINIMUM TREAD WIDTH34" -38"A0.23
D6
NOT TO SCALE
EXIT STAIR SIGNAGEH4
NOT TO SCALE
OCCUPANCY LOAD SIGNAGEF2
NOT TO SCALE
WALL MOUNTED HANDRAILF6 NOT TO SCALE
ACC HANDRAIL PROFILESF4
NOT TO SCALE
ACCESSIBLE STAIR MARKINGSB6
NOT TO SCALE
STAIR NOSINGSD6 NOT TO SCALE
ACCESSIBLE STAIR REQUIREMENTSD4
NOT TO SCALE
HANDRAIL ELEVATIONB4
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THE INCLUDED DRAWINGS, SPECIFICATIONS, IDEAS, DESIGNS & ARRANGEMENTS REPRESENTED THEREBY ARE AND SHALL REMAIN THE PROPERTY OFARRIS STUDIO ARCHITECTS AND NO PART THEREOF SHALL BE COPIED, DISCLOSED TO OTHERS OR USED IN CONNECTION WITH ANY WORK OR PROJECT OTHER THAN THE SPECIFIC PROJECT FOR WHICH THEY HAVE BEEN PREPARED AND DEVELOPED WITHOUT THE WRITTEN CONSENT OF ARRIS STUDIO ARCHITECTS. VISUAL CONTACT WITH THESE DRAWINGS OR SPECIFICATIONS SHALL CONSTITUTE CONCLUSIVE EVIDENCE OF ACCEPTANCE OF THESE RESTRICTIONS. SUBMITTAL OF THESE DOCUMENTS FOR PUBLIC AGENCY REVIEW SHALL NOT BE CONSIDERED A WAVER OF ARRIS STUDIO ARCHITECTS' RIGHTS. ARRIS STUDIO ARCHITECTS COPYRIGHT 2023Architect of Record/Consultant
Consultant
J
K
1112
G
H
J
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1112
1327 ARCHER STREET, STE. 220
SAN LUIS OBISPO, CA 93401
THOMAS E. JESS ARCHITECT (CA) #C27608
STEPHEN A. RIGOR ARCHITECT (CA) #C33672
ADRIANA J. COOK ARCHITECT (OR) #6543
ADDRESS
805.547.2240
ARRIS-STUDIO.COM
CONTACT
Autodesk Docs://A23065 - Motel 6 - SLO/A23065 Motel 6 Conversion.rvt1/22/2024 12:21:42 PMA23065
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A0.23HOMEKEY RENNOVATIONPEOPLES SELF HELP HOUSINGCORPORATION901 N. VENTURA RD, SUITE 265OXNARD, CA, 93036PHONEACCESSIBILITY STANDARDS - STAIRWAYSAND ELEVATORSMOTEL 61433 CALLE JOAQUIN, SAN LUIS OBISPO, CA, 93405
MIXING VALVE
2% MAX SURFACE
SLOPE TO DRAIN33"-36"GRAB BAR
38" MIN - 48" MAX CONTROLSON CONTROL WALL40" MAX - SOAP DISHD2
A0.24
/K10 A0.24
23" MAX.
22" MIN.
16" MAX.
15" MIN.15" MAX.14" MIN.1 1/2" MAX.2 1/2" MAX.
L -SHOWER SEAT RECTANGULAR
SHOWER SEAT
2 1/2" MAX.
16" MAX.
15" MIN.TO COMPARTMENT ENTRY3" MAX.TO COMPARTMENT ENTRY3" MAX.ACC. FOLDING SHOWER SEAT - 11B
11B-610
NOTE:
1. FOLDING SHOWER SEAT TO SUPPORT MIN. STRUCTURAL STRENGTH
TO SUPPORT 250 LB. 3" MAX. FROM COMPARTMENT ENTRY1 1/2" MAX.1/4" = 1'-0"
PUBLIC RESTROOM - ACCESSORY MOUNTING HEIGHTSB8 1/2" = 1'-0"
ACCESSIBLE COUNTER LAVATORIESB4
1/2" = 1'-0"
ACC. WALL MOUNTED LAVATORIESD4 1 1/2" = 1'-0"
GRAB BAR BLOCKINGD2
1/2" = 1'-0"
SGL ACCOMODATIONF23/8" = 1'-0"
TOILET PARTITION TOE CLEARANCEF6
NOT TO SCALE
ACCESSIBLE URINALD6
1/2" = 1'-0"
ACC-TOILET STALL - AMBULATORY2 1/2" = 1'-0"
ACC-TOILET STALL - SIDE OPENINGF81/2" = 1'-0"
ACC-TOILET STALL - FRONT OPENINGF10 1/2" = 1'-0"
ACC. TOILET & GRAB BARSF4
ACC. GENERAL NOTES
NOT TO SCALE
TOILET/BATHING FACILITY DOOR SIGNAGEB12
1/2" = 1'-0"
ACC. MOBILITY STANDARD ROLL-IN SHOWER STALL 11BH121/2" = 1'-0"
ACC. FOLDING SHOWER SEATS 11BK10
Thomas E. JessLicensedArchite
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Project
Date
Sheet
THE INCLUDED DRAWINGS, SPECIFICATIONS, IDEAS, DESIGNS & ARRANGEMENTS REPRESENTED THEREBY ARE AND SHALL REMAIN THE PROPERTY OFARRIS STUDIO ARCHITECTS AND NO PART THEREOF SHALL BE COPIED, DISCLOSED TO OTHERS OR USED IN CONNECTION WITH ANY WORK OR PROJECT OTHER THAN THE SPECIFIC PROJECT FOR WHICH THEY HAVE BEEN PREPARED AND DEVELOPED WITHOUT THE WRITTEN CONSENT OF ARRIS STUDIO ARCHITECTS. VISUAL CONTACT WITH THESE DRAWINGS OR SPECIFICATIONS SHALL CONSTITUTE CONCLUSIVE EVIDENCE OF ACCEPTANCE OF THESE RESTRICTIONS. SUBMITTAL OF THESE DOCUMENTS FOR PUBLIC AGENCY REVIEW SHALL NOT BE CONSIDERED A WAVER OF ARRIS STUDIO ARCHITECTS' RIGHTS. ARRIS STUDIO ARCHITECTS COPYRIGHT 2023Architect of Record/Consultant
Consultant
J
K
1112
G
H
J
K
1112
1327 ARCHER STREET, STE. 220
SAN LUIS OBISPO, CA 93401
THOMAS E. JESS ARCHITECT (CA) #C27608
STEPHEN A. RIGOR ARCHITECT (CA) #C33672
ADRIANA J. COOK ARCHITECT (OR) #6543
ADDRESS
805.547.2240
ARRIS-STUDIO.COM
CONTACT
Autodesk Docs://A23065 - Motel 6 - SLO/A23065 Motel 6 Conversion.rvt1/22/2024 12:21:42 PMA23065
10/02/2023
A0.24HOMEKEY RENNOVATIONPEOPLES SELF HELP HOUSINGCORPORATION901 N. VENTURA RD, SUITE 265OXNARD, CA, 93036PHONEACCESSIBILITY STANDARDS - PUBLIC USEFACILITIES & MOBILITY (11B)MOTEL 61433 CALLE JOAQUIN, SAN LUIS OBISPO, CA, 93405
3221
3222
3221
3222
3228
32003200
32003200
3204
3214
3203
3203
3214
3208 3207
A2.21
B6
A. REFER TO CIVIL PLANS UNDER A SEPARATE PERMIT FOR ALL GRADING, DRAINAGE,
& UTILITY INFORMATION
B. REFER TO SITE ELECTRICAL SITE PLAN FOR ALL SITE LIGHTING &ELECTRICAL UTILITY
INFORMATION.
C. REFER TO PATH OF TRAVEL NOTES FOR ADDITIONAL INFORMATION ON THE
ACCESSIBLE PATH OF TRAVEL REQUIREMENTS.
D. ALL DISTURBED SURFACES NOT RECIEVING PAVING OR FLATWORK SHALL BE
PROTECTED BY EROSION CONTROL PROCEDURES AND METHODS.
E. CARE SHALL BE TAKEN DURING THE REMOVAL OF PARTIAL AREAS OF CONCRETE.
DO NOT DAMAGE ADJACENT PAVEMENT.
F. ALL NEW PAVED AREAS SHALL FLUSH OUT WITH EXISTING PAVED AREAS/
ADJACENT GRADES.
G. NO ABRUPT LEVEL CHANGES SHALL OCCUR ALONG THE ACCESSIBLE PATH OF
TRAVEL. LEVEL CHANGES ALONG THE ACCESSIBLE PATH SHALL BE 1/2" MAX., AND
WHEN THESE CHANGES DO OCCUR, THEY SHALL BE BEVELED WITH A SLOPE OF 1:2
LEVEL CHANGES OF 1/4" MAY BE VERTICAL.
H. PROVIDE A MINIMUM 80" HEADROOM FROM ALL WALKWAY SURFACES TO
OBSTRUCTIONS SUCH AS LIGHTING FIXTURES, ETC.
I. REFER TO CIVIL DRAWINGS UNDER A SEPARATE PERMIT FOR GRADING, DRAINAGE
PATTERNS, CUT & FILL, PARKING & OTHER SITE RELATED REQUIREMENTS &
DIMENSIONS NOT SHOWN.
J. TRASH ENCLOSURES SHALL MEET CITY OF SAN LUIS OBISPO STANDARDS.
Thomas E. JessLicensedArchite
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License #C-27608
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ClientProjectNO.REVISION DATE
Project
Date
Sheet
THE INCLUDED DRAWINGS, SPECIFICATIONS, IDEAS, DESIGNS & ARRANGEMENTS REPRESENTED THEREBY ARE AND SHALL REMAIN THE PROPERTY OFARRIS STUDIO ARCHITECTS AND NO PART THEREOF SHALL BE COPIED, DISCLOSED TO OTHERS OR USED IN CONNECTION WITH ANY WORK OR PROJECT OTHER THAN THE SPECIFIC PROJECT FOR WHICH THEY HAVE BEEN PREPARED AND DEVELOPED WITHOUT THE WRITTEN CONSENT OF ARRIS STUDIO ARCHITECTS. VISUAL CONTACT WITH THESE DRAWINGS OR SPECIFICATIONS SHALL CONSTITUTE CONCLUSIVE EVIDENCE OF ACCEPTANCE OF THESE RESTRICTIONS. SUBMITTAL OF THESE DOCUMENTS FOR PUBLIC AGENCY REVIEW SHALL NOT BE CONSIDERED A WAVER OF ARRIS STUDIO ARCHITECTS' RIGHTS. ARRIS STUDIO ARCHITECTS COPYRIGHT 2023Architect of Record/Consultant
Consultant
J
K
1112
G
H
J
K
1112
1327 ARCHER STREET, STE. 220
SAN LUIS OBISPO, CA 93401
THOMAS E. JESS ARCHITECT (CA) #C27608
STEPHEN A. RIGOR ARCHITECT (CA) #C33672
ADRIANA J. COOK ARCHITECT (OR) #6543
ADDRESS
805.547.2240
ARRIS-STUDIO.COM
CONTACT
Autodesk Docs://A23065 - Motel 6 - SLO/A23065 Motel 6 Conversion.rvt1/22/2024 12:21:45 PMA23065
10/02/2023
A2.10HOMEKEY RENNOVATIONPEOPLES SELF HELP HOUSINGCORPORATION901 N. VENTURA RD, SUITE 265OXNARD, CA, 93036PHONEARCHITECTURAL SITE PLANMOTEL 61433 CALLE JOAQUIN, SAN LUIS OBISPO, CA, 93405TRUE
NORTH
PROJECT
NORTH
1/16" = 1'-0"
L00-SITE PLAN-PROPOSEDK12
GENERAL SITE NOTESREFERENCE NOTES
0100 ACCESSIBLE PATH OF TRAVEL
0200 PROPERTY LINE.
2602 SITE LIGHTING, S.E.D.
3200 EXISTING ASPHALT PARKING LOT TO REMAIN. SEAL COAT, S.C.D.
3202 EXISTING CONCRETE CURB, S.C.D.
3203 CONCRETE DRIVE APRON, S.C.D.
3204 NEW CONCRETE FLATWORK, S.C.D.
3205 EXISTING LANDSCAPED AREA TO REMAIN.
3206 RESTRIPE STANDARD PARKING STALL
3207 STANDARD ACCESSIBLE PARKING STALL, S.C.D.
3208 VAN ACCESSIBLE PARKING STALL, S.C.D.
3209 PAINT ACCESS AISLE STRIPING.
3211 NEW MOTOR OPERATED VEHICULAR GATE.
3212 INFILL EXISTING POOL, S.C.D.
3214 EXISTING WROUGHT IRON FENCING AT PATIO TO REMAIN, PREP & PAINT.
3215 EXISTING TRANSFORMER TO REMAIN
3220 REMOVE EXISTING TRASH ENCLOSURE & REPLACE WITH CMU TRASH
ENCLOSURE PER CITY OF SLO STANDARDS
3221 EXISTING BOLLARD TO REMAIN
3222 EXISTING FIRE HYDRANT TO REMAIN
3223 EXISTING CLEAN OUT, S.C.D.
3224 NEW PEDESTRIAN GATE, EXIT ONLY, ACCESSIBLE GATE HARDWARE TO BE
34"-44" MAX. ABOVE THE FINISH FLOOR
3225 NEW PEDESTRIAN GATE, 3'-0" WIDE MIN. CLEAR, ACCESSIBLE GATE
HARDWARE TO BE 34"-44" MAX. ABOVE THE FINISH FLOOR
3226 EXISTING DRAINAGE GRATE TO REMAIN
3228 NEW ACCESS AISLE, S.C.D.
DISCLOSED TO OTHERS OR USED IN CONNECTION WITH ANY WORK OR PROJECT OTHER THAN THE SPECIFIC PROJECT FOR WHICH THEY HAVE BEEN PREPARED AND DEVELOPED WITHOUT THE WRITTEN CONSENT OF ARRIS STUDIO ARCHITECTS. VISUAL CONTACT WITH THESE DRAWINGS OR SPECIFICATIONS SHALL CONSTITUTE CONCLUSIVE EVIDENCE OF ACCEPTANCE OF THESE RESTRICTIONS. SUBMITTAL OF THESE DOCUMENTS FOR PUBLIC AGENCY REVIEW SHALL NOT BE CONSIDERED A WAVER OF ARRIS STUDIO ARCHITECTS' RIGHTS. ARRIS STUDIO ARCHITECTS COPYRIGHT 2023Architect of Record/Consultant
Consultant
J
K
1112
G
H
J
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1112
1327 ARCHER STREET, STE. 220
SAN LUIS OBISPO, CA 93401
THOMAS E. JESS ARCHITECT (CA) #C27608
STEPHEN A. RIGOR ARCHITECT (CA) #C33672
ADRIANA J. COOK ARCHITECT (OR) #6543
ADDRESS
805.547.2240
ARRIS-STUDIO.COM
CONTACT
Autodesk Docs://A23065 - Motel 6 - SLO/A23065 Motel 6 Conversion.rvt1/22/2024 12:21:46 PMA23065
10/02/2023
A2.21HOMEKEY RENNOVATIONPEOPLES SELF HELP HOUSINGCORPORATION901 N. VENTURA RD, SUITE 265OXNARD, CA, 93036PHONEARCHITECTURAL SITE-TRASH ENCLOSUREMOTEL 61433 CALLE JOAQUIN, SAN LUIS OBISPO, CA, 934051/4" = 1'-0"
ENLARGED TRASH ENCLOSURE PLANB61/4" = 1'-0"
TRASH ENCLOSURE EXTERIOR ELEVATIONSB12
B9
3/4" = 1'-0"
SITE TRASH ENCLOSURE - GATE ELEVATIONK12
1 1/2" = 1'-0"
TRASH ENCLOSURE - CANE BOLTH8
1" = 1'-0"
TRASH ENCLOSURE - WALL SECTIONK4
3" = 1'-0"
SITE TRASH ENCLOSURE - HINGE DETAILH12
1 1/2" = 1'-0"
TRASH ENCLOSURE - HINGE DETAILK6
1 1/2" = 1'-0"
TRASH ENCLOSURE - DRIP EDGEE12 1 1/2" = 1'-0"
TRASH ENCLOSURE - DRIP EDGEE9
GENERAL SITE NOTES
REFERENCE NOTES
0105 5'-0" DIA. CLEAR ACCESSIBLE TURNING SPACE.
0108 36" X 60" CLEAR SPACE FRONT OF SHOWER.
0402 PROVIDE OPENING @ BOTTOM OF TRASH ENCLOSURE FOR DRAINAGE, S.C.D.
0403 GAP IN CONCRETE CURB FOR DRAINAGE, S.C.D.
0404 10" CONCRETE CURB @ TRASH ENCLOSURE
0405 CMU BLOCK WALL
0500 BEAM, S.S.D.
0501 COLUMN, S.S.D.
0703 METAL ROOF. BRAND: AEP SPAN, MODEL: HR-36 OR OWNER APPROVED
EQUAL, INSTALL PER MFR.
3202 EXISTING CONCRETE CURB, S.C.D.
3225 NEW PEDESTRIAN GATE, 3'-0" WIDE MIN. CLEAR, ACCESSIBLE GATE HARDWARE
TO BE 34"-44" MAX. ABOVE THE FINISH FLOOR
3228 NEW ACCESS AISLE, S.C.D.
AND DEVELOPED WITHOUT THE WRITTEN CONSENT OF ARRIS STUDIO ARCHITECTS. VISUAL CONTACT WITH THESE DRAWINGS OR SPECIFICATIONS SHALL CONSTITUTE CONCLUSIVE EVIDENCE OF ACCEPTANCE OF THESE RESTRICTIONS. SUBMITTAL OF THESE DOCUMENTS FOR PUBLIC AGENCY REVIEW SHALL NOT BE CONSIDERED A WAVER OF ARRIS STUDIO ARCHITECTS' RIGHTS. ARRIS STUDIO ARCHITECTS COPYRIGHT 2023Architect of Record/Consultant
Consultant
J
K
1112
G
H
J
K
1112
1327 ARCHER STREET, STE. 220
SAN LUIS OBISPO, CA 93401
THOMAS E. JESS ARCHITECT (CA) #C27608
STEPHEN A. RIGOR ARCHITECT (CA) #C33672
ADRIANA J. COOK ARCHITECT (OR) #6543
ADDRESS
805.547.2240
ARRIS-STUDIO.COM
CONTACT
Autodesk Docs://A23065 - Motel 6 - SLO/A23065 Motel 6 Conversion.rvt1/22/2024 12:21:48 PMA23065
10/02/2023
A3.00HOMEKEY RENNOVATIONPEOPLES SELF HELP HOUSINGCORPORATION901 N. VENTURA RD, SUITE 265OXNARD, CA, 93036PHONEOVERALL FLOOR PLANS-DEMOLITIONMOTEL 61433 CALLE JOAQUIN, SAN LUIS OBISPO, CA, 93405GENERAL OVERALL NOTES
WALL LEGEND
TRUE
NORTH
PROJECT
NORTH
1/16" = 1'-0"
OVERALL FIRST FLOOR PLAN-DEMOLITIONK12
TRUE
NORTH
PROJECT
NORTH
1/16" = 1'-0"
OVERALL SECOND FLOOR PLAN-DEMOLITIONE12
REFERENCE NOTES
0204 PREP ROOM FOR NEW RESIDENTIAL KITCHEN, REMOVE BATHROOM FIXTURES &
CAP SUPPLY LINES.
0205 ROOMS TO BE MODIFIED FOR NEW MANAGER UNIT.
0206 CONVERT EXISTING ROOM TO OFFICE
0504 REMOVE & REPLACE EXISTING STAIR HANDRAILING 1-1/2" DIA., PROVIDE
HANDRAIL EXTENSIONS - TW+12" @ BOTTOM OF STAIRS, AND +12" @ TOP OF
STAIRS.
0505 REMOVE & REPLACE STAIR GUARD & HANDRAILING, PROVIDE NEW HANDRAIL
EXTENSIONS - TW+12" @ BOTTOM OF STAIRS, AND 12" @ TOP OF STAIRS.
0506 EXISTING +42" METAL GUARD RAILING, REMOVE & REPLACED DAMAGED AREAS,
AND PREP & PAINT ALL GUARDRAILING.
0507 REMOVE EXISTING STAIR TREADS & REPLACE WITH PRECAST TREAD & INTEGRAL
RISER. PROVIDE 2"-4" CONTRASTING STRIPE NOT MORE THAN 1" FROM THE NOSE
OF THE STEP AND UPPER STAIR UPPER STAIR APPROACH.
0607 EXISTING 2-HR EXTERIOR STUCCO WALL TO REMAIN
0705 EXISTING PEDESTRIAN TRAFFIC COATING, PATCH & REPAIR AS NEEDED, AND
RESEAL ENTIRE SURFACE.
DRAWING NAME/ SLEEPING UNITS
REFERENCING
DETAIL
DEMOLITION PLAN - MOBILITY ACC. UNIT K6/A7.00
PROPOSED PLAN - MOBILITY ACC. UNIT K9/A7.00
DEMOLITION PLAN - STANDARD UNIT K6/A7.01
PROPOSED PLAN - STANDARD UNIT K9/A7.01
DEMOLITION PLAN - MANAGER'S UNIT - 1BED E12/A7.02
PROPOSED-MANAGER'S UNIT 1-BED K12/A7.02
DEMOLITION PLAN - MANAGER'S UNIT - 2BED F12/A7.03
PROPOSED-MANAGER'S UNIT 2-BED K12/A7.03
UNIT SHEET REFERENCE
OBISPO, CA, 93405GENERAL OVERALL NOTES
WALL LEGEND
TRUE
NORTH
PROJECT
NORTH
1/16" = 1'-0"
OVERALL FIRST FLOOR PLANK12
REFERENCE NOTES
0503 EXISTING RAILING +27" HIGH UNDERNEATH STAIRS TO REMAIN, PREP & REPAINT.
0506 EXISTING +42" METAL GUARD RAILING, REMOVE & REPLACED DAMAGED AREAS,
AND PREP & PAINT ALL GUARDRAILING.
0507 REMOVE EXISTING STAIR TREADS & REPLACE WITH PRECAST TREAD & INTEGRAL
RISER. PROVIDE 2"-4" CONTRASTING STRIPE NOT MORE THAN 1" FROM THE NOSE
OF THE STEP AND UPPER STAIR UPPER STAIR APPROACH.
0509 NEW METAL GUARDRAIL W/STAIR HANDRAILING 1-1/2" DIA., PROVIDE HANDRAIL
EXTENSIONS - TW+12" @ BOTTOM OF STAIRS, AND +12" @ TOP OF STAIRS.
0510 NEW METAL STAIR HANDRAIL, 1-1/2" DIA., PROVIDE 12" EXTENSION @ TOP OF
STAIRS AND 12"+TREAD WIDTH HANDRAIL EXTENSION @ BOTTOM OF STAIRS.
0511 ROTATE HANDRAIL EXTENSION 90° TO PREVENT HAZARD/BLOCKING OF EGRESS
PATH [CBC 11B-505.10]
0705 EXISTING PEDESTRIAN TRAFFIC COATING, PATCH & REPAIR AS NEEDED, AND
RESEAL ENTIRE SURFACE.
2209 REPLACE WATER HEATER, S.P.D.
TRUE
NORTH
PROJECT
NORTH
1/16" = 1'-0"
OVERALL SECOND FLOOR PLANE12
ROOM SUMMARY PER BUILDING
ROOM TYPE DESCRIPTION COUNT
BUILDING A
MANAGER UNIT STANDARD 1
STND. STUDIO STANDARD 26
27
BUILDING B
MOB. STUDIO FROM ADA ACCESSIBLE 2
STND. STUDIO ACCESSIBLE 2
STND. STUDIO STANDARD 22
26
BUILDING C
MANAGER UNIT STANDARD 1
MOB. STUDIO FROM ADA ACCESSIBLE 3
STND. STUDIO ACCESSIBLE 1
STND. STUDIO STANDARD 20
25
TOTAL NUMBER OF ROOMS (INCLUDING MANAGERS): 78
DRAWING NAME/ SLEEPING UNITS
REFERENCING
DETAIL
DEMOLITION PLAN - MOBILITY ACC. UNIT K6/A7.00
PROPOSED PLAN - MOBILITY ACC. UNIT K9/A7.00
DEMOLITION PLAN - STANDARD UNIT K6/A7.01
PROPOSED PLAN - STANDARD UNIT K9/A7.01
DEMOLITION PLAN - MANAGER'S UNIT - 1BED E12/A7.02
PROPOSED-MANAGER'S UNIT 1-BED K12/A7.02
DEMOLITION PLAN - MANAGER'S UNIT - 2BED F12/A7.03
PROPOSED-MANAGER'S UNIT 2-BED K12/A7.03
UNIT SHEET REFERENCE
A. COORDINATE ANY NEW MECHANICAL AND/OR PLUMBING PENETRATION
LOCATIONS WITH MECHANICAL & PLUMBING DRAWINGS.
F
ClientProjectNO.REVISION DATE
Project
Date
Sheet
THE INCLUDED DRAWINGS, SPECIFICATIONS, IDEAS, DESIGNS & ARRANGEMENTS REPRESENTED THEREBY ARE AND SHALL REMAIN THE PROPERTY OFARRIS STUDIO ARCHITECTS AND NO PART THEREOF SHALL BE COPIED, DISCLOSED TO OTHERS OR USED IN CONNECTION WITH ANY WORK OR PROJECT OTHER THAN THE SPECIFIC PROJECT FOR WHICH THEY HAVE BEEN PREPARED AND DEVELOPED WITHOUT THE WRITTEN CONSENT OF ARRIS STUDIO ARCHITECTS. VISUAL CONTACT WITH THESE DRAWINGS OR SPECIFICATIONS SHALL CONSTITUTE CONCLUSIVE EVIDENCE OF ACCEPTANCE OF THESE RESTRICTIONS. SUBMITTAL OF THESE DOCUMENTS FOR PUBLIC AGENCY REVIEW SHALL NOT BE CONSIDERED A WAVER OF ARRIS STUDIO ARCHITECTS' RIGHTS. ARRIS STUDIO ARCHITECTS COPYRIGHT 2023Architect of Record/Consultant
Consultant
J
K
1112
G
H
J
K
1112
1327 ARCHER STREET, STE. 220
SAN LUIS OBISPO, CA 93401
THOMAS E. JESS ARCHITECT (CA) #C27608
STEPHEN A. RIGOR ARCHITECT (CA) #C33672
ADRIANA J. COOK ARCHITECT (OR) #6543
ADDRESS
805.547.2240
ARRIS-STUDIO.COM
CONTACT
Autodesk Docs://A23065 - Motel 6 - SLO/A23065 Motel 6 Conversion.rvt1/22/2024 12:21:52 PMA23065
10/02/2023
A3.10HOMEKEY RENNOVATIONPEOPLES SELF HELP HOUSINGCORPORATION901 N. VENTURA RD, SUITE 265OXNARD, CA, 93036PHONEOVERALL ROOF PLANMOTEL 61433 CALLE JOAQUIN, SAN LUIS OBISPO, CA, 93405GENERAL ROOF NOTES
REFERENCE NOTES
0508 REMOVE & REPLACE ALUMINUM GUTTERS AND DOWNSPOUTS.
0700 REMOVE & REPLACE ASPHALT SHINGLE ROOFING. INSTALL PER MANUF
REQUIREMENTS.
TRUE
NORTH
PROJECT
NORTH
1/16" = 1'-0"
OVERALL ROOF PLANE12
F
ClientProjectNO.REVISION DATE
Project
Date
Sheet
THE INCLUDED DRAWINGS, SPECIFICATIONS, IDEAS, DESIGNS & ARRANGEMENTS REPRESENTED THEREBY ARE AND SHALL REMAIN THE PROPERTY OFARRIS STUDIO ARCHITECTS AND NO PART THEREOF SHALL BE COPIED, DISCLOSED TO OTHERS OR USED IN CONNECTION WITH ANY WORK OR PROJECT OTHER THAN THE SPECIFIC PROJECT FOR WHICH THEY HAVE BEEN PREPARED AND DEVELOPED WITHOUT THE WRITTEN CONSENT OF ARRIS STUDIO ARCHITECTS. VISUAL CONTACT WITH THESE DRAWINGS OR SPECIFICATIONS SHALL CONSTITUTE CONCLUSIVE EVIDENCE OF ACCEPTANCE OF THESE RESTRICTIONS. SUBMITTAL OF THESE DOCUMENTS FOR PUBLIC AGENCY REVIEW SHALL NOT BE CONSIDERED A WAVER OF ARRIS STUDIO ARCHITECTS' RIGHTS. ARRIS STUDIO ARCHITECTS COPYRIGHT 2023Architect of Record/Consultant
Consultant
J
K
1112
G
H
J
K
1112
1327 ARCHER STREET, STE. 220
SAN LUIS OBISPO, CA 93401
THOMAS E. JESS ARCHITECT (CA) #C27608
STEPHEN A. RIGOR ARCHITECT (CA) #C33672
ADRIANA J. COOK ARCHITECT (OR) #6543
ADDRESS
805.547.2240
ARRIS-STUDIO.COM
CONTACT
Autodesk Docs://A23065 - Motel 6 - SLO/A23065 Motel 6 Conversion.rvt1/22/2024 12:22:01 PMA23065
10/02/2023
A5.00HOMEKEY RENNOVATIONPEOPLES SELF HELP HOUSINGCORPORATION901 N. VENTURA RD, SUITE 265OXNARD, CA, 93036PHONEEXTERIOR ELEVATIONSMOTEL 61433 CALLE JOAQUIN, SAN LUIS OBISPO, CA, 93405GENERAL ELEV. NOTES
REFERENCE NOTES
1/8" = 1'-0"
WEST ELEVATION - BUILDING CF6
1/8" = 1'-0"
EAST ELEVATION - BUILDING AH12
0503 EXISTING RAILING +27" HIGH UNDERNEATH STAIRS TO REMAIN, PREP &
REPAINT.
0506 EXISTING +42" METAL GUARD RAILING, REMOVE & REPLACED DAMAGED
AREAS, AND PREP & PAINT ALL GUARDRAILING.
0507 REMOVE EXISTING STAIR TREADS & REPLACE WITH PRECAST TREAD &
INTEGRAL RISER. PROVIDE 2"-4" CONTRASTING STRIPE NOT MORE THAN 1"
FROM THE NOSE OF THE STEP AND UPPER STAIR UPPER STAIR APPROACH.
0508 REMOVE & REPLACE ALUMINUM GUTTERS AND DOWNSPOUTS.
0700 REMOVE & REPLACE ASPHALT SHINGLE ROOFING. INSTALL PER MANUF
REQUIREMENTS.
0803 EXISITNG DOOR TO REMAIN. REMOVE & REPLACE HARDWARE WITH
ACCESSIBLE LEVER HARDWARE.
0810 EXISTING WINDOW TO REMAIN
0811 EXISTING STOREFRONT TO REMAIN
0913 EXISTING 7/8" CEMENT PLASTER STUCCO, SMOOTH FINISH. PAINT TO
MATCH EXISTING
2302 REMOVE & REPLACE PTAC, S.M.D.
3215 EXISTING TRANSFORMER TO REMAIN
3221 EXISTING BOLLARD TO REMAIN
1/8" = 1'-0"
NORTH ELEVATION - BUILDINGS A & BC12
1/8" = 1'-0"
NORTH ELEVATION - BUILDING CF12
1/8" = 1'-0"
SOUTH ELEVATION - BUILDING CH6
1/8" = 1'-0"
SOUTH ELEVATION - BUILDINGS A & BK12
ELEVATION KEY LEGEND
REFER TO ACCESSIBLE STANDARD DETAILS SHEETS FOR MOUNTING HEIGHTS, BLOCKING,
CLEARANCE REQUIREMENTS, AND ADDITIONAL NOTES.
GUEST ROOMS WITH MOBILITY FEATURES SHALL COMPLY WITH THE FOLLOWING:
SLEEPING AREAS:
A. A 36" x 48" MIN. CLEAR SPACE ON BOTH SIDES OF A BED, OR BETWEEN TWO
BEDS.
B. CLEAR FLOOR SPACE SHALL BE PROVIDED UNDER THE BED FOR A PERSONAL LIFT
DEVICE. THE CLEAR FLOOR SPACE SHALL EXTEND UNDER THE BED PARALLEL TO
THE LONG SIDE AND BE ADJACENT TO AN ACCESSIBLE ROUTE. THE CLEAR
SPACE SHALL EXTEND TO POINTS HORIZONTALLY 30", VERTICALLY 7", AND NOT
MORE THAN 12" FROM THE HEAD AND FOOT OF THE BED.
TOILET & BATHING FACILITIES:
A. AT LEAST ONE BATHROOM WITHIN A MOBILITY GUEST ROOM SHALL COMPLY
WITH CBC SECTION 11B-603 REQUIREMENTS, INCLUDING ONE ACCESSIBLE
WATER CLOSET AND LAVATORY AND EITHER AN ACCESSIBLE BATHTUB OR
SHOWER COMPARTMENT.
B. VANITY COUNTERTOPS IN MOBILITY GUEST BATHROOMS SHALL BE
COMPARABLE TO NON-MOBILITY ROOMS.
C. APPLIANCES WITHIN MOBILITY ROOMS SHALL HAVE CONTROLS LOCATED
WITHIN ACCESSIBLE REACH RANGES.
SHELVING:
A. AT LEAST 50% OF SHELF SPACE IN STORAGE FACILITIES SHALL BE WITHIN
ACCESSIBLE REACH RANGES AND PROVIDED WITH A 30"X48" CLEAR FLOOR
SPACE
REFER TO ACCESSIBLE STANDARD DETAILS SHEETS FOR MOUNTING HEIGHTS, BLOCKING,
CLEARANCE REQUIREMENTS, AND ADDITIONAL NOTES.
ACCESSIBLE ROUTE TO MOBILITY/ACCESSIBLE DWELLING UNITS
A. PROVIDE AN ACCESSIBLE ROUTE TO THE UNIT ENTRY, AND WITHIN THE RESIDENTIAL
DWELLING UNIT CONNECTING ALL SPACES AND ELEMENTS WHICH ARE A PART OF
THAT DWELLING UNIT. REFER TO ARCHITECTURAL SITE PLAN AND FLOOR PLANS FOR
ADDITIONAL INFORMATION.
B. ALL ROOMS SERVED BY AN ACCESSIBLE ROUTE SHALL HAVE A 60" DIA. TURNING
CIRCLE (OR T-SHAPED SPACE). PER 11B-809.2.2 EXCEPTION: TURNING SPACES ARE
NOT REQUIRED IN EXTERIOR SPACES 30" MAXIMUM IN DEPTH OR WIDTH. REFER TO
SHEET A0.22 FOR ADDITIONAL CLEARANCE REQUIREMENTS.
C. DOOR THRESHOLDS & CHANGES IN LEVEL WITHIN THE DWELLING UNIT SHALL BE 1/4"
MAXIMUM AND WITHOUT EDGE TREATMENT. CHANGES IN LEVEL BETWEEN 1/4" &
1/2" MAXIMUM SHALL BE BEVELED WITH A SLOPE NOT STEEPER THAN 1:2
MOBILITY DWELLING UNIT KITCHEN REQUIREMENTS
NOTE: WHERE A KITCHEN IS PROVIDED, IT SHALL COMPLY WITH SECTION 11B-804.
STORAGE:
A. AT LEAST 50% OF SHELF SPACE IN STORAGE FACILITIES SHALL BE WITHIN
ACCESSIBLE REACH RANGES AND PROVIDED WITH A 30"X48" CLEAR FLOOR
SPACE
REFRIGERATOR/FREEZER:
A. COMBINATION REFRIGERATORS AND FREEZERS SHALL HAVE AT LEAST 50% OF
FREEZER SPACE IS 54" MAX. ABOVE FINISH FLOOR. CLEAR FLOOR SPACE SHALL
BE POSITIONED FOR PARALLEL APPROACH WITH THE CENTERLINE OFFSET 24"
MAX.
A. REFER TO OVERALL PLANS ADDITIONAL INFORMATION NOT SHOWN.
B. ALL DIMENSIONS ARE TO FRAMING U.N.O.
C. VERIFY INSULATION APPLICATIONS PER INSULATION SCHEDULE
D. FIRE BLOCKING SHALL BE PROVIDED:
1. IN CONCEALED SPACES OF STUD WALL AND PARTITIONS, INCLUDING FURRED
SPACES, AT THE CEILING AND FLOOR LEVELS @ 10' INTERVALS BOTH
HORIZONTAL AND VERTICAL.
2. AT ALL INTERCONNECTIONS BETWEEN CONCEALED VERTICAL & HORIZONTAL
SPACES SUCH AS SOFFITS, DROPPED CEILING AND COVER CEILINGS.
3. IN OPENINGS AROUND VENTS, PIPES, DUCTS, & SIMILAR OPENINGS WHICH
AFFORD A PASSAGE FOR FIRE AT CEILING & FLOOR LEVELS, WITH NON-
COMBUSTIBLE MATERIALS.
E. GENERAL CONTRACTOR IS RESPONSIBLE FOR COORDINATING W/ FIXTURE
FABRICATOR WHERE NECESSARY TO PROVIDE PROPER BLOCKI NG IN WALL FOR
FIXTURES, FURNITURE, AND CASEWORK.
F. REFER TO ELECTRICAL SHEETS FOR CARBON MONOXDIDE AND SMOKE DETECTORS
AND GENERAL ELECTRICAL INFORMATION.
G. ALL LIGHTING AND MECHANICAL FIXTURES PER ELECTRICAL AND MECHANICAL
PLANS. ARCHITECTURAL SYMBOLS FOR REFERENCE ONLY.
H. REFER TO ACCESSIBILITY NOTES AND STANDARDS ON SHEETS A0.04-A0.06 FOR
MORE INFORMATION.
2213
2215
1009
1009
2214
1019
0108
2302
08101208
0803
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THE INCLUDED DRAWINGS, SPECIFICATIONS, IDEAS, DESIGNS & ARRANGEMENTS REPRESENTED THEREBY ARE AND SHALL REMAIN THE PROPERTY OFARRIS STUDIO ARCHITECTS AND NO PART THEREOF SHALL BE COPIED, DISCLOSED TO OTHERS OR USED IN CONNECTION WITH ANY WORK OR PROJECT OTHER THAN THE SPECIFIC PROJECT FOR WHICH THEY HAVE BEEN PREPARED AND DEVELOPED WITHOUT THE WRITTEN CONSENT OF ARRIS STUDIO ARCHITECTS. VISUAL CONTACT WITH THESE DRAWINGS OR SPECIFICATIONS SHALL CONSTITUTE CONCLUSIVE EVIDENCE OF ACCEPTANCE OF THESE RESTRICTIONS. SUBMITTAL OF THESE DOCUMENTS FOR PUBLIC AGENCY REVIEW SHALL NOT BE CONSIDERED A WAVER OF ARRIS STUDIO ARCHITECTS' RIGHTS. ARRIS STUDIO ARCHITECTS COPYRIGHT 2023Architect of Record/Consultant
Consultant
J
K
1112
G
H
J
K
1112
1327 ARCHER STREET, STE. 220
SAN LUIS OBISPO, CA 93401
THOMAS E. JESS ARCHITECT (CA) #C27608
STEPHEN A. RIGOR ARCHITECT (CA) #C33672
ADRIANA J. COOK ARCHITECT (OR) #6543
ADDRESS
805.547.2240
ARRIS-STUDIO.COM
CONTACT
Autodesk Docs://A23065 - Motel 6 - SLO/A23065 Motel 6 Conversion.rvt1/22/2024 12:22:01 PMA23065
10/02/2023
A7.00HOMEKEY RENNOVATIONPEOPLES SELF HELP HOUSINGCORPORATION901 N. VENTURA RD, SUITE 265OXNARD, CA, 93036PHONEENLARGED MOBILITY UNIT-FROM EX.ADAMOTEL 61433 CALLE JOAQUIN, SAN LUIS OBISPO, CA, 93405GENERAL UNIT NOTES
ACCESSIBLE NOTES
MOBILITY UNIT NOTES
1/2" = 1'-0"
DEMOLITION PLAN - MOBILITY ACC. UNITK61/2" = 1'-0"
PROPOSED PLAN - MOBILITY ACC. UNITK9
REFERENCE NOTES
0108 36" X 60" CLEAR SPACE FRONT OF SHOWER.
0109 60" X 56" CLEAR SPACE AT WATER CLOSET.
0600 EXISTING 2X WOOD WALL TO REMAIN
0601 EXISTING 1-HR FIRE RATED PARITION AND STC RATED WALL TO REMAIN.
0602 REMOVE PORTION OF WALL FOR NEW 3'-0" WIDE DOOR
0803 EXISITNG DOOR TO REMAIN. REMOVE & REPLACE HARDWARE WITH
ACCESSIBLE LEVER HARDWARE.
0804 REMOVE EXISTING DOOR & REPLACE W/3'-0" WIDE DOOR, PROVIDE
ACCESSIBLE HARDWARE
0810 EXISTING WINDOW TO REMAIN
1009 EXISTING GRAB BAR TO REMAIN, FIELD VERIFY DIMENSIONS.
1019 NEW TOILET PAPER DISPENSER.
1110 REFRIGERATOR, SEE FIXTURE & FINISHES SCHEDULE.
1208 INSTALL NEW VERTICAL BLINDS @ WINDOW
1213 NEW SOLID SURFACE COUNTERTOP @+34" MAX. FROM FIN. FLOOR, 24" DEEP,
W/BACKSPLASH
2200 REMOVE & REPLACE EXISTING LAVATORY, S.P.D.
2203 REMOVE & REPLACE EXISTING SHOWER W/LIKE IN KIND, S.P.D.
2210 REMOVE & REPLACE TOILET, S.P.D.
2213 NEW ACCESSIBLE WALL-HUNG SINK, S.P.D.
2214 NEW ACCESSIBLE TOILET, S.P.D.
2215 NEW ACCESSIBLE ROLL-IN SHOWER (30" MIN. X 60" MIN. TO FIN. SURFACE),
SHALL COMPLY WITH CBC 11B, S.P.D.
2217 NEW ACCESSIBLE SINK @ +34" MAX. FROM FIN. FLOOR. PROVIDE KNEE & TOE
CLEARACNES, WRAP SUPPLY LINES & DRAIN. S.P.D.
2302 REMOVE & REPLACE PTAC, S.M.D.
UNITS : 114, 115, 118, 119, 120 UNITS : 114, 115, 118, 119, 120
A. REFER TO OVERALL PLANS ADDITIONAL INFORMATION NOT SHOWN.
B. ALL DIMENSIONS ARE TO FRAMING U.N.O.
C. VERIFY INSULATION APPLICATIONS PER INSULATION SCHEDULE
D. FIRE BLOCKING SHALL BE PROVIDED:
1. IN CONCEALED SPACES OF STUD WALL AND PARTITIONS, INCLUDING FURRED
SPACES, AT THE CEILING AND FLOOR LEVELS @ 10' INTERVALS BOTH
HORIZONTAL AND VERTICAL.
2. AT ALL INTERCONNECTIONS BETWEEN CONCEALED VERTICAL & HORIZONTAL
SPACES SUCH AS SOFFITS, DROPPED CEILING AND COVER CEILINGS.
3. IN OPENINGS AROUND VENTS, PIPES, DUCTS, & SIMILAR OPENINGS WHICH
AFFORD A PASSAGE FOR FIRE AT CEILING & FLOOR LEVELS, WITH NON-
COMBUSTIBLE MATERIALS.
E. GENERAL CONTRACTOR IS RESPONSIBLE FOR COORDINATING W/ FIXTURE
FABRICATOR WHERE NECESSARY TO PROVIDE PROPER BLOCKI NG IN WALL FOR
FIXTURES, FURNITURE, AND CASEWORK.
F. REFER TO ELECTRICAL SHEETS FOR CARBON MONOXDIDE AND SMOKE DETECTORS
AND GENERAL ELECTRICAL INFORMATION.
G. ALL LIGHTING AND MECHANICAL FIXTURES PER ELECTRICAL AND MECHANICAL
PLANS. ARCHITECTURAL SYMBOLS FOR REFERENCE ONLY.
H. REFER TO ACCESSIBILITY NOTES AND STANDARDS ON SHEETS A0.04-A0.06 FOR
MORE INFORMATION.
REFER TO ELECTRICAL PLANS FOR ADDITIONAL NOTES & INFORMATION.
ALL SLEEPING UNITS W/COMMUNICATION FEATURES SHALL COMPLY WITH CBC
11B-809.5 REQUIREMENTS AND PROVIDE THE FOLLOWING:
11B-809.5.1 -ALARMS
• ALARMS: ALL VISIBLE ALARM APPLIANCES PROVIDED WITHIN THE RESIDENTIAL
UNIT FOR BUILDING FIRE ALARM NOTIFICATION SHALL BE ACTIVATED UPON
ACTIVATION OF THE BUILDING FIRE ALARM.
11B-809.5.2 SMOKE DETECTION SYSTEM AND CARBON MONOXIDE DETECTION SYSTEM
• NOTIFICATION DEVICES: ALL VISIBLE ALARM APPLIANCES PROVIDED WITHIN THE
RESIDENTIAL DWELLING UNIT FOR SMOKE/CARBON MONOXIDE DETECTION
SHALL BE ACTIVATED UPON SMOKE/CARBON DETECTION.
11B-809.5.3 INTERCONNECTION:
• THE SAME VISIBLE ALARM APPLIANCES SHALL BE PERMITTED TO PROVIDE
NOTIFICATION OF RESIDENTIAL DWELLING UNIT SMOKE DETECTION, BUILDING
FIRE ALARM ACTIVATION, AND CARBON MONOXIDE DETECTION.
11B-809.5.4 PROHIBITED USE
• VISIBLE ALARM APPLIANCES USED TO INDICATE RESIDENTIAL DWELLING UNIT
SMOKE DETECTION, CARBON MONOXIDE DETECTION, OR BUILDING FIRE
ALARM ACTIVATION SHALL NOT BE USED FOR ANY OTHER PURPOSE WITHIN THE
RESIDENTIAL UNIT.
11B-809.5.5 RESIDENTIAL DWELLING UNIT PRIMARY ENTRANCE
• COMMUNICATION FEATURES SHALL BE PROVIDED AT THE PRIMARY ENTRANCE.
A HARD-WIRED ELECTRIC DOORBELL SHALL BE PROVIDED OUTSIDE THE
RESIDENTIAL PRIMARY ENTRANCE, WITH CONTROLS LOCATED IN THE SLEEPING
ARES TO DEACTIVATE THE SIGNAL.
• A DOOR VIEWER SHALL BE PROVIDED AND ALLOW FOR A MINIMUM OF 180°
RANGE OF VIEW.
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THE INCLUDED DRAWINGS, SPECIFICATIONS, IDEAS, DESIGNS & ARRANGEMENTS REPRESENTED THEREBY ARE AND SHALL REMAIN THE PROPERTY OFARRIS STUDIO ARCHITECTS AND NO PART THEREOF SHALL BE COPIED, DISCLOSED TO OTHERS OR USED IN CONNECTION WITH ANY WORK OR PROJECT OTHER THAN THE SPECIFIC PROJECT FOR WHICH THEY HAVE BEEN PREPARED AND DEVELOPED WITHOUT THE WRITTEN CONSENT OF ARRIS STUDIO ARCHITECTS. VISUAL CONTACT WITH THESE DRAWINGS OR SPECIFICATIONS SHALL CONSTITUTE CONCLUSIVE EVIDENCE OF ACCEPTANCE OF THESE RESTRICTIONS. SUBMITTAL OF THESE DOCUMENTS FOR PUBLIC AGENCY REVIEW SHALL NOT BE CONSIDERED A WAVER OF ARRIS STUDIO ARCHITECTS' RIGHTS. ARRIS STUDIO ARCHITECTS COPYRIGHT 2023Architect of Record/Consultant
Consultant
J
K
1112
G
H
J
K
1112
1327 ARCHER STREET, STE. 220
SAN LUIS OBISPO, CA 93401
THOMAS E. JESS ARCHITECT (CA) #C27608
STEPHEN A. RIGOR ARCHITECT (CA) #C33672
ADRIANA J. COOK ARCHITECT (OR) #6543
ADDRESS
805.547.2240
ARRIS-STUDIO.COM
CONTACT
Autodesk Docs://A23065 - Motel 6 - SLO/A23065 Motel 6 Conversion.rvt1/22/2024 12:22:02 PMA23065
10/02/2023
A7.01HOMEKEY RENNOVATIONPEOPLES SELF HELP HOUSINGCORPORATION901 N. VENTURA RD, SUITE 265OXNARD, CA, 93036PHONEENLARGED STANDARD UNITMOTEL 61433 CALLE JOAQUIN, SAN LUIS OBISPO, CA, 93405GENERAL UNIT NOTESSTANDARD UNITS
1/2" = 1'-0"
DEMOLITION PLAN - STANDARD UNITK6
REFERENCE NOTES
0600 EXISTING 2X WOOD WALL TO REMAIN
0601 EXISTING 1-HR FIRE RATED PARITION AND STC RATED WALL TO REMAIN.
0605 REMOVE SHELVING & POLE & SELF IN CLOSET
0803 EXISITNG DOOR TO REMAIN. REMOVE & REPLACE HARDWARE WITH ACCESSIBLE
LEVER HARDWARE.
0810 EXISTING WINDOW TO REMAIN
1019 NEW TOILET PAPER DISPENSER.
1110 REFRIGERATOR, SEE FIXTURE & FINISHES SCHEDULE.
1208 INSTALL NEW VERTICAL BLINDS @ WINDOW
1212 NEW SOLID SURFACE COUNTERTOP W/BACKSPLASH
2200 REMOVE & REPLACE EXISTING LAVATORY, S.P.D.
2208 REPLACE SHOWER & SURROUND, S.P.D.
2210 REMOVE & REPLACE TOILET, S.P.D.
2216 NEW SINK @ STANDARD UNIT. S.P.D.
2302 REMOVE & REPLACE PTAC, S.M.D.
1/2" = 1'-0"
PROPOSED PLAN - STANDARD UNITK9
ROOM
NUMBER ROOM NAME
STANDARD ACCESSIBILITY
SHOWERROLL-IN SHOWERCOMMUNICATION FEATURESFIRST FLOOR
104 STND. STUDIO ♦
105 STND. STUDIO
106 STND. STUDIO
107 STND. STUDIO
108 STND. STUDIO
109 STND. STUDIO
110 STND. STUDIO
111 STND. STUDIO
112 STND. STUDIO ♦
113 STND. STUDIO
116 STND. STUDIO
117 STND. STUDIO
121 STND. STUDIO
122 STND. STUDIO
123 STND. STUDIO
124 STND. STUDIO
125 STND. STUDIO
126 STND. STUDIO
127 STND. STUDIO
128 STND. STUDIO
129 STND. STUDIO
130 STND. STUDIO
131 STND. STUDIO
133 STND. STUDIO
134 STND. STUDIO
135 STND. STUDIO
136 STND. STUDIO
137 STND. STUDIO
138 STND. STUDIO
139 STND. STUDIO
FIRST FLOOR: 30
T.O. 2ND FLOOR SHEATHING
202 STND. STUDIO
203 STND. STUDIO
204 STND. STUDIO
ROOM
NUMBER ROOM NAME
STANDARD ACCESSIBILITY
SHOWERROLL-IN SHOWERCOMMUNICATION FEATURES205 STND. STUDIO
206 STND. STUDIO
207 STND. STUDIO
208 STND. STUDIO
209 STND. STUDIO
210 STND. STUDIO
211 STND. STUDIO
212 STND. STUDIO
213 STND. STUDIO
214 STND. STUDIO
215 STND. STUDIO
216 STND. STUDIO
217 STND. STUDIO
218 STND. STUDIO
219 STND. STUDIO
220 STND. STUDIO
221 STND. STUDIO
222 STND. STUDIO
223 STND. STUDIO
227 STND. STUDIO
228 STND. STUDIO
229 STND. STUDIO
230 STND. STUDIO
231 STND. STUDIO
232 STND. STUDIO
234 STND. STUDIO
235 STND. STUDIO
237 STND. STUDIO
238 STND. STUDIO
239 STND. STUDIO
240 STND. STUDIO
241 STND. STUDIO
242 STND. STUDIO
243 STND. STUDIO
244 STND. STUDIO
245 STND. STUDIO
246 STND. STUDIO
247 STND. STUDIO
T.O. 2ND FLOOR SHEATHING: 41
GRAND TOTAL: 71
UNIT COMM. FEATURES
2" = 1'-0"
DEMOLITION PLAN - MANAGER'S UNIT - 1BEDE12
1/2" = 1'-0"
PROPOSED-MANAGER'S UNIT 1-BEDK12
GENERAL UNIT NOTES
REFERENCE NOTES
0601 EXISTING 1-HR FIRE RATED PARITION AND STC RATED WALL TO REMAIN.
0608 MAINTAIN EXISTING 1-HR FIRE PARTITION BETWEEN SLEEPING ROOMS
0803 EXISITNG DOOR TO REMAIN. REMOVE & REPLACE HARDWARE WITH
ACCESSIBLE LEVER HARDWARE.
0810 EXISTING WINDOW TO REMAIN
1019 NEW TOILET PAPER DISPENSER.
1104 NEW RANGE IN KITCHEN W/CONTROLS LOCATED ON THE FRONT TO PREVENT
REACHING ACROSS BURNERS.
1109 NEW ACCESSIBLE REFRIGERATOR, ENERGY STAR
1208 INSTALL NEW VERTICAL BLINDS @ WINDOW
1209 REMOVE & REPLACE BATHROOM ACCESSORIES, TOILET PAPER HOLDER, TOWEL
BAR.
1210 EXISTING COUNTERTOP TO REMAIN
1212 NEW SOLID SURFACE COUNTERTOP W/BACKSPLASH
1214 REMOVE & REPLACE POLE & SHELF IN MANAGER'S UNIT CLOSET, PAINT WHITE
2200 REMOVE & REPLACE EXISTING LAVATORY, S.P.D.
2210 REMOVE & REPLACE TOILET, S.P.D.
2212 REMOVE & REPLACE EXISTING TUB & SURROUND, S.P.D.
2218 NEW KITCHEN SINK @ MANAGER'S UNIT. S.P.D.
2302 REMOVE & REPLACE PTAC, S.M.D.
WALL LEGEND
UNIT 140
UNIT 140
SLEEPING ROOMS
0610 NEW FURRED 2X OUT PLUMBING WALL.
0611 DEMOLISH 2X WALL.
0803 EXISITNG DOOR TO REMAIN. REMOVE & REPLACE HARDWARE WITH
ACCESSIBLE LEVER HARDWARE.
0806 NEW 3'-0" WIDE X 6'-8" DOOR W/ACCESSIBLE LEVER HARDWARE.
0807 REMOVE EXISTING DOOR & INFILL OPENING, MATCH TO EXISTING WALL.
0808 REMOVE EXISTING DOOR
0810 EXISTING WINDOW TO REMAIN
1019 NEW TOILET PAPER DISPENSER.
1104 NEW RANGE IN KITCHEN W/CONTROLS LOCATED ON THE FRONT TO PREVENT
REACHING ACROSS BURNERS.
1105 NEW ENERGY STAR HOOD, S.M.D.
1109 NEW ACCESSIBLE REFRIGERATOR, ENERGY STAR
1208 INSTALL NEW VERTICAL BLINDS @ WINDOW
1212 NEW SOLID SURFACE COUNTERTOP W/BACKSPLASH
1215 PROVIDE NEW POLE & SHELF, PAINT WHITE
2200 REMOVE & REPLACE EXISTING LAVATORY, S.P.D.
2204 REMOVE EXISTING TOILET.
2205 REMOVE EXISTING LAVATORY.
2206 REMOVE EXISTING SHOWER & SHOWER SURROUND.
2207 REMOVE BATHROOM ACCESSORIES.
2208 REPLACE SHOWER & SURROUND, S.P.D.
2210 REMOVE & REPLACE TOILET, S.P.D.
2211 REMOVE & REPLACE LAVATORY, S.P.D.
2218 NEW KITCHEN SINK @ MANAGER'S UNIT. S.P.D.
2302 REMOVE & REPLACE PTAC, S.M.D.
WALL LEGEND
EXISTING UNITS 224, 225, 226
EXISTING UNITS 224, 225, 226
0803 0803 0803
0803
0809
0809
0811
0811
08033'-6 3/4"0803
0807
060506050605
2204
0808 2207
2205 2206 22052206
2204
2207 0808
2205 2206
2204
2207
0605
0604
0810
0507
VENDING
VESTIBULELOBBY
OFFICE
BREAK
ROOM
RESTROOM
ROOM 101ROOM 102ROOM 103
STORAGE
A. ALL DIMENSIONS ARE TO FRAMING, NOT FINISH WALL, UNLESS NOTED OTHERWISE
B. PROVIDE MOISTURE & MOLD RESISTANT DRYWALL IN ALL WET LOCATIONS.
C. REFER TO ENLARGED UNIT PLANS FOR ADDITIONAL NOTES & DIMENSIONS FOR THE
UNIT SCOPE OF WORK.
D. ALL DIMENSIONS ARE TO FRAMING U.N.O.
E. VERIFY INSULATION APPLICATIONS PER INSULATION SCHEDULE
F. FIRE BLOCKING SHALL BE PROVIDED:
1. IN CONCEALED SPACES OF STUD WALL AND PARTITIONS, INCLUDING FURRED
SPACES, AT THE CEILING AND FLOOR LEVELS @ 10' INTERVALS BOTH
HORIZONTAL AND VERTICAL.
2. AT ALL INTERCONNECTIONS BETWEEN CONCEALED VERTICAL & HORIZONTAL
SPACES SUCH AS SOFFITS, DROPPED CEILING AND COVER CEILINGS.
3. IN OPENINGS AROUND VENTS, PIPES, DUCTS, & SIMILAR OPENINGS WHICH
AFFORD A PASSAGE FOR FIRE AT CEILING & FLOOR LEVELS, WITH NON-
COMBUSTIBLE MATERIALS.
G. GENERAL CONTRACTOR IS RESPONSIBLE FOR COORDINATING W/ FIXTURE
FABRICATOR WHERE NECESSARY TO PROVIDE PROPER BLOCKING IN WALL FOR
FIXTURES, FURNITURE, AND CASEWORK.
H. REFER TO ELECTRICAL SHEETS FOR CARBON MONOXDIDE AND SMOKE DETECTORS
AND GENERAL ELECTRICAL INFORMATION.
I. ALL LIGHTING AND MECHANICAL FIXTURES PER ELECTRICAL AND MECHANICAL
PLANS. ARCHITECTURAL SYMBOLS FOR REFERENCE ONLY.
J. REFER TO ACCESSIBILITY NOTES AND STANDARDS ON SHEETS A0.04-A0.06 FOR
MORE INFORMATION.
WALL DETAIL
W0 EXTEROPR WOOD STUD WALL
EXISTING NON RATED WALLS
C: CONCRETE M: METAL S: SHAFT W: WOOD
EXISTING WALL TO BE DEMOLISHED
CONSTRUCTION PHASING LEGEND
WALL
TYPE
W1 INTERIOR WOOD STUD WALL
EXISTING WALL TO REMAIN
W4 EXTERIOR WOOD STUD WALL PLASTER
W0 1 6WALL TYPE
STUD SIZE (VARIES,
SEE FLOOR PLAN)
FIRE RATING
(SEE FLOOR PLAN)
EXISTING 2-HR RATED WALL TO REMAIN
NEW 2X WALL [NON-RATED]
W2 INTERIOR FIRE PARTITION
EXISTING 1-HR RATED WALL TO REMAIN
W3 STAGGERED WOOD STUD WALL
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THE INCLUDED DRAWINGS, SPECIFICATIONS, IDEAS, DESIGNS & ARRANGEMENTS REPRESENTED THEREBY ARE AND SHALL REMAIN THE PROPERTY OFARRIS STUDIO ARCHITECTS AND NO PART THEREOF SHALL BE COPIED, DISCLOSED TO OTHERS OR USED IN CONNECTION WITH ANY WORK OR PROJECT OTHER THAN THE SPECIFIC PROJECT FOR WHICH THEY HAVE BEEN PREPARED AND DEVELOPED WITHOUT THE WRITTEN CONSENT OF ARRIS STUDIO ARCHITECTS. VISUAL CONTACT WITH THESE DRAWINGS OR SPECIFICATIONS SHALL CONSTITUTE CONCLUSIVE EVIDENCE OF ACCEPTANCE OF THESE RESTRICTIONS. SUBMITTAL OF THESE DOCUMENTS FOR PUBLIC AGENCY REVIEW SHALL NOT BE CONSIDERED A WAVER OF ARRIS STUDIO ARCHITECTS' RIGHTS. ARRIS STUDIO ARCHITECTS COPYRIGHT 2023Architect of Record/Consultant
Consultant
J
K
1112
G
H
J
K
1112
1327 ARCHER STREET, STE. 220
SAN LUIS OBISPO, CA 93401
THOMAS E. JESS ARCHITECT (CA) #C27608
STEPHEN A. RIGOR ARCHITECT (CA) #C33672
ADRIANA J. COOK ARCHITECT (OR) #6543
ADDRESS
805.547.2240
ARRIS-STUDIO.COM
CONTACT
Autodesk Docs://A23065 - Motel 6 - SLO/A23065 Motel 6 Conversion.rvt1/22/2024 12:22:04 PMA23065
10/02/2023
A8.00HOMEKEY RENNOVATIONPEOPLES SELF HELP HOUSINGCORPORATION901 N. VENTURA RD, SUITE 265OXNARD, CA, 93036PHONEENLARGED PLANS - OFFICES-DEMOMOTEL 61433 CALLE JOAQUIN, SAN LUIS OBISPO, CA, 934053/8" = 1'-0"
EXISTING & DEMO- FLOOR PLAN-COMMON AREASK12
GENERAL PLAN NOTES
REFERENCE NOTES
WALL LEGEND
0507 REMOVE EXISTING STAIR TREADS & REPLACE WITH PRECAST TREAD &
INTEGRAL RISER. PROVIDE 2"-4" CONTRASTING STRIPE NOT MORE THAN 1"
FROM THE NOSE OF THE STEP AND UPPER STAIR UPPER STAIR APPROACH.
0601 EXISTING 1-HR FIRE RATED PARITION AND STC RATED WALL TO REMAIN.
0604 REMOVE EXISTING RECEPTION DESK.
0605 REMOVE SHELVING & POLE & SELF IN CLOSET
0803 EXISITNG DOOR TO REMAIN. REMOVE & REPLACE HARDWARE WITH
ACCESSIBLE LEVER HARDWARE.
0807 REMOVE EXISTING DOOR & INFILL OPENING, MATCH TO EXISTING WALL.
0808 REMOVE EXISTING DOOR
0809 EXISTING OPENING TO REMAIN.
0810 EXISTING WINDOW TO REMAIN
0811 EXISTING STOREFRONT TO REMAIN
2204 REMOVE EXISTING TOILET.
2205 REMOVE EXISTING LAVATORY.
2206 REMOVE EXISTING SHOWER & SHOWER SURROUND.
2207 REMOVE BATHROOM ACCESSORIES.
2302 REMOVE & REPLACE PTAC, S.M.D.
A. ALL DIMENSIONS ARE TO FRAMING, NOT FINISH WALL, UNLESS NOTED OTHERWISE
B. PROVIDE MOISTURE & MOLD RESISTANT DRYWALL IN ALL WET LOCATIONS.
C. REFER TO ENLARGED UNIT PLANS FOR ADDITIONAL NOTES & DIMENSIONS FOR THE
UNIT SCOPE OF WORK.
D. ALL DIMENSIONS ARE TO FRAMING U.N.O.
E. VERIFY INSULATION APPLICATIONS PER INSULATION SCHEDULE
F. FIRE BLOCKING SHALL BE PROVIDED:
1. IN CONCEALED SPACES OF STUD WALL AND PARTITIONS, INCLUDING FURRED
SPACES, AT THE CEILING AND FLOOR LEVELS @ 10' INTERVALS BOTH
HORIZONTAL AND VERTICAL.
2. AT ALL INTERCONNECTIONS BETWEEN CONCEALED VERTICAL & HORIZONTAL
SPACES SUCH AS SOFFITS, DROPPED CEILING AND COVER CEILINGS.
3. IN OPENINGS AROUND VENTS, PIPES, DUCTS, & SIMILAR OPENINGS WHICH
AFFORD A PASSAGE FOR FIRE AT CEILING & FLOOR LEVELS, WITH NON-
COMBUSTIBLE MATERIALS.
G. GENERAL CONTRACTOR IS RESPONSIBLE FOR COORDINATING W/ FIXTURE
FABRICATOR WHERE NECESSARY TO PROVIDE PROPER BLOCKING IN WALL FOR
FIXTURES, FURNITURE, AND CASEWORK.
H. REFER TO ELECTRICAL SHEETS FOR CARBON MONOXDIDE AND SMOKE DETECTORS
AND GENERAL ELECTRICAL INFORMATION.
I. ALL LIGHTING AND MECHANICAL FIXTURES PER ELECTRICAL AND MECHANICAL
PLANS. ARCHITECTURAL SYMBOLS FOR REFERENCE ONLY.
J. REFER TO ACCESSIBILITY NOTES AND STANDARDS ON SHEETS A0.04-A0.06 FOR
MORE INFORMATION.
WALL DETAIL
W0 EXTEROPR WOOD STUD WALL
EXISTING NON RATED WALLS
C: CONCRETE M: METAL S: SHAFT W: WOOD
EXISTING WALL TO BE DEMOLISHED
CONSTRUCTION PHASING LEGEND
WALL
TYPE
W1 INTERIOR WOOD STUD WALL
EXISTING WALL TO REMAIN
W4 EXTERIOR WOOD STUD WALL PLASTER
W0 1 6WALL TYPE
STUD SIZE (VARIES,
SEE FLOOR PLAN)
FIRE RATING
(SEE FLOOR PLAN)
EXISTING 2-HR RATED WALL TO REMAIN
NEW 2X WALL [NON-RATED]
W2 INTERIOR FIRE PARTITION
EXISTING 1-HR RATED WALL TO REMAIN
W3 STAGGERED WOOD STUD WALL
4"5 1/2"5'-5"0806
0806080608060806
0606 0606 0606
0601
0601
0809
0809
0810
0803
0810 08100810
2302
08030803
2302
0810
0810
2302
080312'-4"5'-7 1/2"Thomas E. JessLicensedArchite
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License #C-27608
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Project
Date
Sheet
THE INCLUDED DRAWINGS, SPECIFICATIONS, IDEAS, DESIGNS & ARRANGEMENTS REPRESENTED THEREBY ARE AND SHALL REMAIN THE PROPERTY OFARRIS STUDIO ARCHITECTS AND NO PART THEREOF SHALL BE COPIED, DISCLOSED TO OTHERS OR USED IN CONNECTION WITH ANY WORK OR PROJECT OTHER THAN THE SPECIFIC PROJECT FOR WHICH THEY HAVE BEEN PREPARED AND DEVELOPED WITHOUT THE WRITTEN CONSENT OF ARRIS STUDIO ARCHITECTS. VISUAL CONTACT WITH THESE DRAWINGS OR SPECIFICATIONS SHALL CONSTITUTE CONCLUSIVE EVIDENCE OF ACCEPTANCE OF THESE RESTRICTIONS. SUBMITTAL OF THESE DOCUMENTS FOR PUBLIC AGENCY REVIEW SHALL NOT BE CONSIDERED A WAVER OF ARRIS STUDIO ARCHITECTS' RIGHTS. ARRIS STUDIO ARCHITECTS COPYRIGHT 2023Architect of Record/Consultant
Consultant
J
K
1112
G
H
J
K
1112
1327 ARCHER STREET, STE. 220
SAN LUIS OBISPO, CA 93401
THOMAS E. JESS ARCHITECT (CA) #C27608
STEPHEN A. RIGOR ARCHITECT (CA) #C33672
ADRIANA J. COOK ARCHITECT (OR) #6543
ADDRESS
805.547.2240
ARRIS-STUDIO.COM
CONTACT
Autodesk Docs://A23065 - Motel 6 - SLO/A23065 Motel 6 Conversion.rvt1/22/2024 12:22:05 PMA23065
10/02/2023
A8.01HOMEKEY RENNOVATIONPEOPLES SELF HELP HOUSINGCORPORATION901 N. VENTURA RD, SUITE 265OXNARD, CA, 93036PHONEENLARGED PLANS - OFFICES-PROPOSEDMOTEL 61433 CALLE JOAQUIN, SAN LUIS OBISPO, CA, 93405GENERAL NOTES
REFERENCE NOTES
WALL LEGEND
0105 5'-0" DIA. CLEAR ACCESSIBLE TURNING SPACE.
0107 30" X 48" CLEAR SPACE.
0507 REMOVE EXISTING STAIR TREADS & REPLACE WITH PRECAST TREAD & INTEGRAL
RISER. PROVIDE 2"-4" CONTRASTING STRIPE NOT MORE THAN 1" FROM THE NOSE
OF THE STEP AND UPPER STAIR UPPER STAIR APPROACH.
0510 NEW METAL STAIR HANDRAIL, 1-1/2" DIA., PROVIDE 12" EXTENSION @ TOP OF
STAIRS AND 12"+TREAD WIDTH HANDRAIL EXTENSION @ BOTTOM OF STAIRS.
0601 EXISTING 1-HR FIRE RATED PARITION AND STC RATED WALL TO REMAIN.
0606 INFILL PORTION OF 2X WALL. MATCH ASSEMBLY TO EXISTING WALL.
0803 EXISITNG DOOR TO REMAIN. REMOVE & REPLACE HARDWARE WITH
ACCESSIBLE LEVER HARDWARE.
0806 NEW 3'-0" WIDE X 6'-8" DOOR W/ACCESSIBLE LEVER HARDWARE.
0809 EXISTING OPENING TO REMAIN.
0810 EXISTING WINDOW TO REMAIN
0811 EXISTING STOREFRONT TO REMAIN
1104 NEW RANGE IN KITCHEN W/CONTROLS LOCATED ON THE FRONT TO PREVENT
REACHING ACROSS BURNERS.
1109 NEW ACCESSIBLE REFRIGERATOR, ENERGY STAR
1213 NEW SOLID SURFACE COUNTERTOP @+34" MAX. FROM FIN. FLOOR, 24" DEEP,
W/BACKSPLASH
1216 NEW STORAGE CABINETS
1217 NEW MAILBOXES FOR TENANTS
2217 NEW ACCESSIBLE SINK @ +34" MAX. FROM FIN. FLOOR. PROVIDE KNEE & TOE
CLEARACNES, WRAP SUPPLY LINES & DRAIN. S.P.D.
2302 REMOVE & REPLACE PTAC, S.M.D.
3/8" = 1'-0"
PROPOSED FLOOR PLAN-COMMON AREASK12
1. ALL DIMENSIONS ARE TO FRAMING, UNLESS NOTED OTHERWISE
2. REFER TO OVERALL PLANS FOR ADDITIONAL NOTES & DIMENSIONS NOT SHOWN
3. WATER CLOSETS SHALL HAVE A MAX 1.28 GPF PER CPC 402.2.2, SEE PLUMBING
DRAWINGS
4. PROVIDE MOISTURE & MOLD RESISTANT DRYWALL IN ALL WET LOCATIONS.
5. SEE STRUCTURAL, MECHANICAL, PLUMBING, ELECTRICAL, CIVIL AND LANDSCAPE
PLANS FOR ADDITIONAL INFORMATION.
6. SEE SHEETS ACCESSIBILITY SHEETS FOR ADDITIONAL ACCESSIBILITY DETAILS, NOTES,
DIMENSIONS, CLEARANCES AND MOUNTING INFORMATION.
0601
0601
17'-11 1/2"13'-6 1/2"11'-11 1/4"6'-0 1/4"2'-1 1/4"7'-2 1/2"4'-2 3/4"Thomas E. JessLicensedArchite
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License #C-27608
10 9 8 7 6 5 4 3 2 1
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10 9 8 7 6 5 4 3 2 1
A
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ClientProjectNO.REVISION DATE
Project
Date
Sheet
THE INCLUDED DRAWINGS, SPECIFICATIONS, IDEAS, DESIGNS & ARRANGEMENTS REPRESENTED THEREBY ARE AND SHALL REMAIN THE PROPERTY OFARRIS STUDIO ARCHITECTS AND NO PART THEREOF SHALL BE COPIED, DISCLOSED TO OTHERS OR USED IN CONNECTION WITH ANY WORK OR PROJECT OTHER THAN THE SPECIFIC PROJECT FOR WHICH THEY HAVE BEEN PREPARED AND DEVELOPED WITHOUT THE WRITTEN CONSENT OF ARRIS STUDIO ARCHITECTS. VISUAL CONTACT WITH THESE DRAWINGS OR SPECIFICATIONS SHALL CONSTITUTE CONCLUSIVE EVIDENCE OF ACCEPTANCE OF THESE RESTRICTIONS. SUBMITTAL OF THESE DOCUMENTS FOR PUBLIC AGENCY REVIEW SHALL NOT BE CONSIDERED A WAVER OF ARRIS STUDIO ARCHITECTS' RIGHTS. ARRIS STUDIO ARCHITECTS COPYRIGHT 2023Architect of Record/Consultant
Consultant
J
K
1112
G
H
J
K
1112
1327 ARCHER STREET, STE. 220
SAN LUIS OBISPO, CA 93401
THOMAS E. JESS ARCHITECT (CA) #C27608
STEPHEN A. RIGOR ARCHITECT (CA) #C33672
ADRIANA J. COOK ARCHITECT (OR) #6543
ADDRESS
805.547.2240
ARRIS-STUDIO.COM
CONTACT
Autodesk Docs://A23065 - Motel 6 - SLO/A23065 Motel 6 Conversion.rvt1/22/2024 12:22:05 PMA23065
10/02/2023
A8.10HOMEKEY RENNOVATIONPEOPLES SELF HELP HOUSINGCORPORATION901 N. VENTURA RD, SUITE 265OXNARD, CA, 93036PHONEENLARGED PLANS -RESIDENTIALKITCHENMOTEL 61433 CALLE JOAQUIN, SAN LUIS OBISPO, CA, 93405GENERAL NOTES
REFERENCE NOTES
0601 EXISTING 1-HR FIRE RATED PARITION AND STC RATED WALL TO REMAIN.
0605 REMOVE SHELVING & POLE & SELF IN CLOSET
0803 EXISITNG DOOR TO REMAIN. REMOVE & REPLACE HARDWARE WITH
ACCESSIBLE LEVER HARDWARE.
0804 REMOVE EXISTING DOOR & REPLACE W/3'-0" WIDE DOOR, PROVIDE
ACCESSIBLE HARDWARE
0806 NEW 3'-0" WIDE X 6'-8" DOOR W/ACCESSIBLE LEVER HARDWARE.
0810 EXISTING WINDOW TO REMAIN
1104 NEW RANGE IN KITCHEN W/CONTROLS LOCATED ON THE FRONT TO PREVENT
REACHING ACROSS BURNERS.
1109 NEW ACCESSIBLE REFRIGERATOR, ENERGY STAR
2204 REMOVE EXISTING TOILET.
2205 REMOVE EXISTING LAVATORY.
2206 REMOVE EXISTING SHOWER & SHOWER SURROUND.
2207 REMOVE BATHROOM ACCESSORIES.
2217 NEW ACCESSIBLE SINK @ +34" MAX. FROM FIN. FLOOR. PROVIDE KNEE & TOE
CLEARACNES, WRAP SUPPLY LINES & DRAIN. S.P.D.
2302 REMOVE & REPLACE PTAC, S.M.D.
3/8" = 1'-0"
ENLARGED PLAN - PROPOSED RESIDENTIAL KITCHENK12 3/8" = 1'-0"
ENLARGED PLAN - DEMOLITION RESIDENTIAL KITCHENK8
EXISTING UNITS : 132 & 236 EXISTING UNITS : 132 & 236
Physical Needs Assessment
Motel 6 - SLO
1433 Calle Joaquin San Luis Obispo CA 93401
July 31, 2023 Prepared For:
2901 N. Ventura Road
Suite 265
Oxnard, CA 93036
Prepared By:
4136 Del Rey Ave.
Marina Del Rey, CA 90292
Motel 6 - SLO Physical Needs Assessment
Project Manager Statement
Lane Consulting Services, LLC was directed by People's Self-Help Housing (PSHH) to perform a
Physical Needs Assessment for the site Motel 6 - SLO. This report on the findings can serve as a
planning document for preserving and improving the building.
Lane Consulting Services, LLC has extensive experience in construction management, capital
improvements, and facilities management. The information and recommendations in this
report are the result of our investigations. I, Rod Lane acted as project Manager along with
Taylor Lane, LCS Facilities Consultant; we worked with the maintenance staff to complete the
inspection.
We did visual site inspection on July 10, 2023. This report provides a record of our observations,
recommendations for remediation, as well as sufficient information for financial planning and
decision-making regarding the cost of improvements and needed repairs and replacements.
Exact costs can be determined when the precise scope, timing, and bidding of the
recommended work are determined.
Sincerely,
Rod Lane
Principal
4136 Del Rey Ave.
Marina Del Rey, CA 90292
Motel 6 - SLO Physical Needs Assessment 2
Executive Summary
EXECUTIVE SUMMARY
The conclusions of this report are supported by the onsite inspection data collected and
the information provided People’s Self-Help Housing (PSHH) and by on-site Property
Management staff. The information we received from PSHH indicated that at Motel 6 - SLO,
no recent rehabs have occurred.
The information we received was assumed, for the purposes of this report, to be correct
and included the following documents:
Property Tax Records
Notes from on-site interviews
The observations and recommendations in this report are based upon the sources noted
here and the conditions observed at the time of the site assessment, and cannot account
for changes in maintenance since then, or for unforeseen damage.
REPORT OVERVIEW AND SCOPE
This report was prepared for the purpose of financial planning for the property.
PROPERTY OVERVIEW
Motel 6 - SLO consists of a single two-story building located at 1433 Calle Joaquin San Luis
Obispo CA 93401. There are 87 total units, all one-bedroom units with one bathroom. There
is on-site parking, a laundry room, and a leasing office.
SUMMARY OF CONDITIONS, RECOMMENDATIONS, AND GREEN ALTERNATIVES
The overall condition of Motel 6 - SLO is generally fair condition with a large amount of
deferred maintenance.
The parking lot is in need of significant repair. The asphalt surface is cracked and damaged
in many areas.
The landscaping is in poor condition, and we recommend that a new drought-tolerant
design be installed where appropriate as well as installing a new irrigation to water the site
more efficiently.
We also recommend the installation of a seismic shut-off valve on the project gas meter.
The buildings will require the installation of a full-coverage fire sprinkler system as well as a
updating fire alarm system to bring the site up to the current fire code.
Another concern has to do with the structural elements that support the elevated walkway.
There is both water-related and possible termite damage to the walkway assemblies. With
SB 721 mandated inspections now started all of these assemblies should be inspected by a
structural engineer and a new design created and implemented.
Motel 6 - SLO Physical Needs Assessment 3
We are recommending a new shingle roof system be installed.
In the common areas and units, the concerns are generally finish related with new paint
and flooring needed in most areas. New vanity cabinets will be needed in the bathrooms.
In addition, though, we find that all of the entry and bathroom doors have non-compliant
hardware and will need to be replaced with new accessibility compliant hardware.
A total of 9 fully accessible units will need to be a part of the project requiring an additional
5 units be created. Six visual and hearing units will also need to be created.
Significant energy efficiencies can be gained with the replacement of the existing hot
water heating systems, additional attic insulation and new PTAC equipment in all units with
a minimum efficiency of EER11.
Motel 6 - SLO Physical Needs Assessment 4
How to Read this Report
1
Header
The top bar identifies the category,
and the text below identifies the
subcategory and corresponding
code
2
Integrated Coding System
The code indicates the category
and subcategory. Our proprietary
coding system ties together
information throughout the report,
allowing for easy cross-referencing
between the narrative, the
recommendations, and the
budget.
3
Overall Condition
The colored bar indicates the
observed level of wear. These
ratings do not necessarily reflect
the need for a specific repair in the
short term. For example, if a roof in
excellent condition overall has a
leak because of vandalism, the
roof will be rated excellent, and the
leak will be addressed in the
narrative.
Estimate remaining useful life
Unsatisfactory <10%
Fair 10-49%
Satisfactory 50-89%
Good 90-100%
4
Icons
Icons helps identify, at a glance, the
type of recommendation given.
Icon Meanings
— Accessibility
— Air Quality
— Energy Efficiency
— Fire Safety
— Immediate Attention
— Life Safety
— Pest Management
— Sanitation
— Stair Hazard
— Structural
— Trip-and-Fall Hazard
— Water Conservation
— Water Intrusion
5
Recommendation
Recommendations identify specific
steps that should be taken to
preserve and improve the condition
of the property.
6
Narrative
The narrative provides a description
of the conditions observed during
our on-site visit, including items that
need to be addressed and other
relevant comments.
7
Photos
To identify typical conditions, we
select representative photos from a
large volume of photos taken during
the on-site inspection.
Lighting
205.010 — Exterior Lighting
Fair
Replace damaged
wallmounted exterior light
fixtures with LED fixtures.
The exterior lighting is generally is satisfactory condition. The courtyard
lighting are LED fixtures and are in satisfactory condition. The
wallmounted fixtures use compact flourescent lamp bulbs and are in fair
condition. Seven of the wall-mounted fixtures are dented and corroded.
We recommend that damaged fixtures be replaced with LED fixtures
Wall-mounted fixture Courtyard lighting
1
2
3
4
5
6
7
Motel 6 - SLO Physical Needs Assessment 5
Budget
Cost Estimating Methodology
The cost estimates detailed in this report reflect the typical cost for each item. Where we are
not able to establish the extent, quantity, or quality of an item accurately (i.e., the source
of a leak, etc.), our extensive experience allows us to provide cost allowance estimates for
any required work. Items requiring maintenance or simple repair that are mentioned in any
specific narrative are not always included in the estimate, especially if a decision or
selection must be made to establish a cost. Items contained in the Cost Estimate include:
Items in need of major repair or replacement
Components that are near or past the end of their expected useful life (EUL)
Significant deferred maintenance items
Improvements that will significantly extend the life of a site or building
component
Measures that represent significant and immediate utility savings
Items that are a health or safety concern
Improvement goals that have been identified by the owner
When work in progress has been observed, for cost estimating purposes, it is assumed to be
completed; unless it was also observed to be unacceptable in quality or scope.
Motel 6 - SLO Physical Needs Assessment 6
Budget Capital Improvement Recommendations
Motel 6 - SLO
07‐20‐2023
LCS #Item Rating Recommendation QTY Unit Type Unit Cost Estimated Cost
Immediate
Needs Capital Needs
Green
Upgrades
Site
101.102 Chain Link Fencing 1 Repair damaged chain-link fencing 1 Allowance 800$ 800$ 800$
101.401 Guard Railings 1
Replace all damaged walkway railings. Paint the
guard railings. Add the stair handrail extensions at
landings.
900 LF 35$ 31,500$ 31,500$
102.101 Asphalt 1
Replace damaged asphalt, fill cracks and seal
coat entire area. Restripe parking according to
current code requirements.
45,000 SF 4$ 180,000$ 180,000$
103.101 Concrete Walkways 1 Add truncated dome pads at all required locations.1 Allowance 2,000$ 2,000$ 2,000$
103.105.1 Steps and Stairs 1
Install contrast striping on tread noses at all exterior
stairs.Replace existing stair treads with new ones
that have a built-in risers.Add handrail extensions at
landings.
6 ea 2,000$ 12,000$ 12,000$
103.105.2 Steps and Stairs 1 Install Accessibility Code-required handrail
extensions.6 ea 750$ 4,500$ 4,500$
104.100 Landscaping 1 New landscaping to replace the pool and the
decking. Reseed lawn.1 Allowance 30,000$ 30,000$ 30,000$ 30,000$
104.106 Trees 2 Trim trees 1 LS 8,000$ 8,000$ 8,000$
104.200 Irrigation System 1 Bury irrigation lines.1 LS 2,000$ 2,000$ 2,000$
105.100 Property Signage 2 Reconfigure existing signage for the new proposed
use.1 Allowance 2,000$ 2,000$ 2,000$
106.400.1 Pools, Spas, and Water Features 2
Demolish the pool and create new outdoor
community spaces.1 Allowance 100,000$ 100,000$ 100,000$
106.400.2 Pools, Spas, and Water Features 2
Remove all pool equipment and patch all
plumbing and exhaust penetrations through
ceiling, walls or slab.
1 Allowance 2,000$ 2,000$ 2,000$
Systems
201.107 PTAC 1 Replace the PTACs in all office and Utility Areas 1 Allowance 10,000$ 10,000$ 10,000$ 10,000$
202.104.1 Supply Piping 0 Re-pipe all units 1 LS 250,000$ 250,000$ 250,000$
202.104.2 Supply Piping 0 Install a water softening system 1 LS 75,000$ 75,000$ 75,000$
202.200 Domestic Hot Water System -
General 1 Replace and reconfigure water heating 1 Allowance 100,000$ 100,000$ 100,000$ 100,000$
204.101 Main Service 0 Replace all main electrical switchgear 1 Allowance 200,000$ 200,000$ 200,000$
205.101 Exterior Controls/Timers 1 Add photocell to better regulate exterior lighting.1 ea 500$ 500$ 500$ 500$
205.102 Exterior Lighting - Building Mounted 1
Replace all exterior lighting with energy efficient,
LED models.1 LS 25,000$ 25,000$ 25,000$ 25,000$
206.105 Security Cameras 1 Install new security camera system.1 LS 25,000$ 25,000$ 25,000$
207.101 Fire Alarm System 0 Upgrade fire alarm system with new equipment.1 LS 50,000$ 50,000$ 50,000$
207.102 Exit Lighting 0 Replace all exit signage with new LED versions.25 ea 250$ 6,250$ 6,250$ 6,250$
207.103 Emergency Lighting 0 Install new LED model emergency lighting fixtures to
insure reliability.25 Approx.300$ 7,500$ 7,500$ 7,500$
207.106.1 Fire Extinguishers 0 Service overdue fire extinguishers. Adjust cabinet
height to ADA standards.1 Allowance 1,000$ 1,000$ 1,000$
207.106.2 Fire Extinguishers 0 Install new fire extinguisher cabinets at the proper
height 15 Approx 300$ 4,500$ 4,500$
207.200 Fire Sprinkler System 0 Install new code compliant fire sprinkler system.1 Allowance 250,000$ 250,000$ 250,000$
Building Envelope
301.103 Shingle Roof 0 Replace shingle roof.20,000 SF 4$ 80,000$ 80,000$
301.109 Roof Gutter and Downspouts 1 Repair or replace damaged gutters and
downspouts.1 LS 800$ 800$ 800$
302.101 Paint 1 Re-paint building exterior surfaces.1 LS 150,000$ 150,000$ 150,000$
303.102 Metal Entry Doors 2 Repair and paint dented entry doors.87 ea 250$ 21,750$ 21,750$
305.104 Framing and Sheathing 0 Conduct SB721 inspection and repair as required
by structural engineer's plans.1 Allowance 80,000$ 80,000$ 80,000$
306.102 Attic Insulation 1 Install additional blown-in insulation to raise the
overall R-value to R-38.20,000 SF 2$ 40,000$ 40,000$ 40,000$
307.107 Traffic/Deck Coatings 1 Reapply deck coating to the elevated walkways.20,000 SF 3$ 60,000$ 60,000$
Building Common Areas
401.000 Office Area 2 Remodel the office area 1 Allowance 20,000$ 20,000$ 20,000$
404.108 Laundry Facilities 2 Convert commercial laundry to other use 1 Allowance 10,000$ 10,000$ 10,000$
405.000 Public Restroom 1 Update office rest room 1 Allowance 1,500$ 1,500$ 1,500$
Units
201.107 PTAC 1 Replace the remaining PTAC units with new, high
efficiency EER 13 models.33 e 2,000$ 66,000$ 66,000$ 66,000$
207.105 Smoke/CO Detectors 0 Replace all smoke detectors with new combination
smoke/CO models.90 ea 150$ 13,500$ 13,500$
401.100 Flooring 2 Re-grout tile of accessible bathroom floors 1 Allowance 800$ 800$ 800$
401.500 Paint 1 Paint all unit walls and ceilings.87 ea 1,200$ 104,400$ 104,400$
401.800 Finishes - Window Coverings 1 Install new vertical window blinds in all units.87 ea 350$ 30,450$ 30,450$
402.103 Door Hardware 1 Replace all doorknob hardware with lever handle
models.87 ea 150$ 13,050$ 13,050$
402.104 Closets 1 Add closets with frames and doors 87 ea 400$ 34,800$ 34,800$
403.000 General 1 Install Kitchenette in each unit 87 ea 4,500$ 391,500$ 391,500$
405.103 Tub and Shower 0 Replace the showers in 48 units 48 ea 4,000$ 192,000$ 192,000$
405.107 Bathroom Exhaust 1 Replace existing fans with new EnergyStar-rated
exhaust fans, 1-inch undercut on bathroom doors.87 ea 500$ 43,500$ 43,500$ 43,500$
405.108 Bathroom Accessories 1 Add Medicine Chests in each Bathroom 87 ea 300$ 26,100$ 26,100$
405.109 Accessibility 2 Possible modifications to five existing accessible
bathrooms.1 Allowance 2,000$ 2,000$ 2,000$
Total Recommended Items 2,761,700$ 687,850$ 2,073,850$ 328,750$
Immediate Needs 687,850$
Capital Needs 2,073,850$
Green Improvement Opportunities*328,750$ * (already included in other categories)
Total of Recommended Items 2,761,700$
General Requirements and Overhead (8%)220,936$
G.C. Profit (6%)165,702$
Subtotal 3,148,338$
Contingency (15%)472,251$
Insurance and Bonds (3.5%)110,192$
Total Cost of all Items 3,730,781$
Maintenance or Low Cost
Items
LCS #Item Rating Recommendation QTY Unit Type Unit Cost Estimated Cost
101.103 Ornamental Iron Fencing 2 Remove the ornamental iron fencing from the pool
area.
101.204 Trash Enclosure & Gates 1 Repair minor damage to trash enclosure chain link
107.101 Area Drains 1 Clear all blocked drains.
7
Budget for Needs Over Time: SummaryMotel 6 - SLOYear Year Year Year Year Year Year Year Year Year Year Year Year Year Year123456789101112131415Site, Systems, Building Envelope & Common Areas Total- - - - - - - 187,500 - - 194,200 - - - 187,500 Units Total- - - - - - - 148,350 - - 52,200 - - - 148,350 Grand Total- - - - - - - 335,850 - - 246,400 - - - 335,850 Cumulative Costs- - - - - - - 335,850 335,850 335,850 582,250 582,250 582,250 582,250 918,100 ‐ 50,000 100,000 150,000 200,000 250,000 300,000 350,0001 2 3 4 5 6 7 8 9 10 11 12 13 14 15(Motel 6 ‐SLO)8
Budget for Needs Over Time: Site, Systems, Building Envelope & Common AreasNote: This schedule assumes the completion of recommended improvements prior to existing items in "Year 1"Motel 6 - SLOLCS # ItemUnit Type EUL Age Rating ERL QTY Unit Cost Total Cost Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10 Year 11 Year 12 Year 13 Year 14 Year 15Section 1: Site101-Fencing, Walls, and 101.401 Guard RailingsLF10 15 110 900 15 13,500 - - - - - - - - - - 13,500 - - - - 102-Paving102.101 AsphaltSF7 1 17 45,000 4 180,000 - - - - - - - 180,000 - - - - - - 180,000 206-Low Voltage206.101 Entry and Access System(s)LS15 5 210 1 20,000 20,000 - - - - - - - - - - 20,000 - - - - 207-Fire/Life Safety207.103 Emergency Lightingea7 1 07 25 300 7,500 - - - - - - - 7,500 - - - - - - 7,500 Section 3: Building 303- Doors - Exterior303.103 Storefront DoorsAllowance 20 10 210 1 5,000 5,000 - - - - - - - - - - 5,000 - - - - 304- Windows, and Glazing304.101 Aluminum Windowea20 10 210 174 550 95,700 - - - - - - - - - - 95,700 - - - - 307-Waterproofing307.107 Traffic/Deck CoatingsSF10 1 110 20,000 3 60,000 - - - - - - - - - - 60,000 - - - - Total Uninflated- - - - - - - 187,500 - - 194,200 - - - 187,500 Accumulated Total- - - - - - - 187,500 187,500 187,500 381,700 381,700 381,700 381,700 569,200 9
Budget for Needs Over Time: UnitsNote: This schedule assumes the completion of recommended improvements prior to existing items in "Year 1"Motel 6 - SLOLCS # ItemUnit Type EUL Age Rating ERL QTY Unit Cost Total Cost Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10 Year 11 Year 12 Year 13 Year 14 Year 15Section 5: Units207-Fire/Life Safety207.105 Smoke/CO Detectorsea7 1 07 90 150 13,500 - - - - - - - 13,500 - - - - - - 13,500 401-Interior Finishes401.500 Paintea7 1 No rating 7 87 1,200 104,400 - - - - - - - 104,400 - - - - - - 104,400 401.800 Finishes - Window Coverings ea7 1 No rating 7 87 350 30,450 - - - - - - - 30,450 - - - - - - 30,450 405-Bathroom Specific405.102 Toiletea15 5 210 87 350 30,450 - - - - - - - - - - 30,450 - - - - 405.106 Bathroom Lightingea15 5 210 87 250 21,750 - - - - - - - - - - 21,750 - - - - Total Uninflated- - - - - - - 148,350 - - 52,200 - - - 148,350 Accumulated Total- - - - - - - 148,350 148,350 148,350 200,550 200,550 200,550 200,550 348,900 10
Motel 6 - SLO Aerial Photo
1433 Calle Joaquin San Luis Obispo CA 93401
Motel 6 - SLO Physical Needs Assessment 11
Table of Contents
Summary of Recommendations
Section 1: Site
101.102 — Chain Link Fencing
Repair damaged chain-link fencing
101.103 — Ornamental Iron Fencing
Remove the ornamental iron fencing from the pool area.
101.204 — Trash Enclosure & Gates
Repair minor damage to trash enclosure chain link
101.401 — Guard Railings
Replace all damaged walkway railings. Paint the guard railings.
Add the stair handrail extensions at landings.
102.101 — Asphalt
Replace damaged asphalt, fill cracks and seal coat entire area.
Restripe parking according to current code requirements.
103.101 — Concrete Walkways
Add truncated dome pads at all required locations.
103.105 — Steps and Stairs
Install contrast striping on tread noses at all exterior stairs.
Replace existing stair treads with new ones that have a built-in
risers. Add handrail extensions at landings.
Install Accessibility Code-required handrail extensions.
103.106 — Accessible Path of Travel/Ramps/Lifts
104.100 — Landscaping
New landscaping to replace the pool and the decking. Reseed
lawn.
104.106 — Trees
Trim trees
104.200 — Irrigation System
Bury irrigation lines.
105.100 — Property Signage
Reconfigure existing signage for the new proposed use.
106.400 — Pools, Spas, and Water Features
Demolish the pool and create new outdoor community spaces.
Remove all pool equipment and patch all plumbing and exhaust
penetrations through ceiling, walls or slab.
107.101 — Area Drains
Clear all blocked drains.
Motel 6 - SLO Physical Needs Assessment 12
Section 2: Systems
201.107 — PTAC
Replace the PTACs in all office and Utility Areas
201.207 — Laundry Room Ventilation
202.104 — Supply Piping
Re-pipe all units
Install a water softening system
202.200 — Domestic Hot Water System - General
Replace and reconfigure water heating
202.400 — Sanitary Sewer
204.101 — Main Service
Replace all main electrical switchgear
204.102 — Transformer
205.101 — Exterior Controls/Timers
Add photocell to better regulate exterior lighting.
205.102 — Exterior Lighting - Building Mounted
Replace all exterior lighting with energy efficient, LED models.
206.101 — Entry and Access System(s)
206.105 — Security Cameras
Install new security camera system.
207.101 — Fire Alarm System
Upgrade fire alarm system with new equipment.
207.102 — Exit Lighting
Replace all exit signage with new LED versions.
207.103 — Emergency Lighting
Install new LED model emergency lighting fixtures to insure
reliability.
207.106 — Fire Extinguishers
Service overdue fire extinguishers. Adjust cabinet height to ADA
standards.
Install new fire extinguisher cabinets at the proper height
207.200 — Fire Sprinkler System
Install new code compliant fire sprinkler system.
Motel 6 - SLO Physical Needs Assessment 13
Section 3: Building Envelope
301.103 — Shingle Roof
Replace shingle roof.
301.109 — Roof Gutter and Downspouts
Repair or replace damaged gutters and downspouts.
302.101 — Paint
Re-paint building exterior surfaces.
303.102 — Metal Entry Doors
Repair and paint dented entry doors.
303.103 — Storefront Doors
304.101 — Aluminum Window
305.104 — Framing and Sheathing
Conduct SB721 inspection and repair as required by structural
engineer's plans.
306.102 — Attic Insulation
Install additional blown-in insulation to raise the overall R-value to
R-38.
307.107 — Traffic/Deck Coatings
Reapply deck coating to the elevated walkways.
Section 4: Building Common Areas
401.000 — Office Area
Remodel the office area
404.108 — Laundry Facilities
Convert commercial laundry to other use
405.000 — Public Restroom
Update office rest room
Motel 6 - SLO Physical Needs Assessment 14
Section 5: Units
201.107 — PTAC
Replace the remaining PTAC units with new, high efficiency EER
13 models.
207.105 — Smoke/CO Detectors
Replace all smoke detectors with new combination smoke/CO
models.
401.100 — Flooring
Re-grout tile of accessible bathroom floors
401.500 — Paint
Paint all unit walls and ceilings.
401.800 — Finishes - Window Coverings
Install new vertical window blinds in all units.
402.103 — Door Hardware
Replace all doorknob hardware with lever handle models.
402.104 — Closets
Add closets with frames and doors
403.000 — General
Install Kitchenette in each unit
405.101 — Bathroom Vanity/Sink
405.102 — Toilet
405.103 — Tub and Shower
Replace the showers in 48 units
405.105 — Outlets/GFCIs
405.106 — Bathroom Lighting
405.107 — Bathroom Exhaust
Replace existing fans with new EnergyStar-rated exhaust fans, 1-
inch undercut on bathroom doors.
405.108 — Bathroom Accessories
Add Medicine Chests in each Bathroom
405.109 — Accessibility
Reconfigure five units for accessible bathrooms.
Motel 6 - SLO Physical Needs Assessment 15
Section 1: Site
To Table of Contents 101.102 — Chain Link Fencing
1. Fair The chain-link fencing is in fair condition with metal posts that are bent
and other minor damage.
Fence on South Side Fence on South Side
Damaged Chain-link Fence
Repair damaged chain-
link fencing
Total Cost: $800
Motel 6 - SLO Physical Needs Assessment 16
To Table of Contents 101.103 — Ornamental Iron Fencing
2. Satisfactory The ornamental iron fencing at the pool area will be removed as part of
the renovations to convert this area into an outdoor community space.
Pool Fencing Rusted Area
Pool Gate Inoperable Pool Gate
Remove the ornamental
iron fencing from the
pool area.
Motel 6 - SLO Physical Needs Assessment 17
To Table of Contents 101.204 — Trash Enclosure & Gates
1. Fair The trash enclosure is in fair condition with minor damage and a bent
post.
Repair minor damage to
trash enclosure chain link
Motel 6 - SLO Physical Needs Assessment 18
To Table of Contents 101.401 — Guard Railings
1. Fair The guard railings on the walkways and exterior stairways are in fair
condition. There is damage, the paint has deteriorated and rust has
formed. Parts of the railings are deflected and need to be better
secured. The damaged, rusted areas should be repaired and in some
cases replaced, and the guard railings be painted. We recommend
repainting these items with a two-part epoxy steel coating system in lieu
of conventional paints. The two-part epoxy coating will provide a chip-
and fade-resistant lifecycle of up to 15 years, rather than the usual 5-7
years of conventional paint.
The handrail extensions required by Accessibility Code are missing at
the landings and should be installed.
Guard Railings Rusted Paint
Rust Damage Close Up Damage
Replace all damaged
walkway railings. Paint
the guard railings. Add
the stair handrail
extensions at landings.
Total Cost: $31,500
Motel 6 - SLO Physical Needs Assessment 19
To Table of Contents 102.101 — Asphalt
1. Fair The asphalt is in fair condition. There is alligatored cracking in several
areas and the asphalt has dried out. We recommend that the
damaged areas be removed and replaced, cracks that don't warrant
asphalt replacement should be crack filled prior to seal coating. The
entire area should be seal coated and then re-striped per current code
- with appropriate handicap parking areas. Seal coating should be
redone every five to seven years, depending on vehicle traffic.
North Side Back of Property
Water Damaged Damage
Handicap Space Main Entrance
Replace damaged
asphalt, fill cracks and
seal coat entire area.
Restripe parking
according to current
code requirements.
Total Cost: $180,000
Motel 6 - SLO Physical Needs Assessment 20
Water Damage
To Table of Contents 103.101 — Concrete Walkways
1. Fair The concrete walkways are in satisfactory condition with an accessible
transition from the parking lot asphalt. There is no sensory demarcation
between walkways and parking lot.
Walkway at Back Walkway at South Side
Add truncated dome
pads at all required
locations.
Total Cost: $2,000
Motel 6 - SLO Physical Needs Assessment 21
To Table of Contents 103.105 — Steps and Stairs
1. Fair The exterior stairs are missing the Accessibility Code required contrast
striping at the tread noses, we recommend that this striping be installed
as soon as possible. The stairs currently have no risers installed, present
only an open void between the treads. The stairs should have either
metal plates installed to fill the void, or the treads should be replaced
with a version that includes a riser. The handrail extensions at the
landings required by the Accessibility Code are also missing.
Missing Risers Missing the Contrast Striping
Missing Handrail Extensions
Install contrast striping on
tread noses at all exterior
stairs. Replace existing
stair treads with new
ones that have a built-in
risers. Add handrail
extensions at landings.
Total Cost: $12,000
Install Accessibility Code-
required handrail
extensions.
Total Cost: $4,500
Motel 6 - SLO Physical Needs Assessment 22
To Table of Contents 103.106 — Accessible Path of Travel/Ramps/Lifts
1. Fair There is an accessible pathway to the office, the laundry room, and the
first floor units. As noted in 103.101, there needs to be a detectable
warning surface at the Office and Handicap Parking Spaces
Path of Travel Path of Travel
Motel 6 - SLO Physical Needs Assessment 23
To Table of Contents 104.100 — Landscaping
1. Fair The existing landscaping is in satisfactory condition with the exception
of the Southside lawn area which should be reseeded. Since the pool
and the decking will likely be removed additional landscaping should
be anticipated. Southside lawn area should be reseeded.
Landscaping at front South Side
South Side Rear
New landscaping to
replace the pool and
the decking. Reseed
lawn.
Total Cost: $30,000
Motel 6 - SLO Physical Needs Assessment 24
To Table of Contents 104.106 — Trees
2. Satisfactory The trees are mature and in satisfactory condition, but could use
trimming.
South Side Northwest Corner
South Side
Trim trees
Total Cost: $8,000
Motel 6 - SLO Physical Needs Assessment 25
To Table of Contents 104.200 — Irrigation System
1. Fair The drip irrigation lines are on grade and should be buried,
Irrigation Lines Irrigation Control
Irrigation Control South Side
Bury irrigation lines.
Total Cost: $2,000
Motel 6 - SLO Physical Needs Assessment 26
To Table of Contents 105.100 — Property Signage
2. Satisfactory The property signage is in satisfactory condition. We expect that it will
be reconfigured for the new use.
View 1 View 2
View 3
Reconfigure existing
signage for the new
proposed use.
Total Cost: $2,000
Motel 6 - SLO Physical Needs Assessment 27
To Table of Contents 106.400 — Pools, Spas, and Water Features
2. Satisfactory The pool is going to be demolished as part of the renovations and those
areas will be converted to outdoor community space.
Pool and Deck Handicap Lift
Pool Heater Pool Filter
Demolish the pool and
create new outdoor
community spaces.
Total Cost: $100,000
Remove all pool
equipment and patch all
plumbing and exhaust
penetrations through
ceiling, walls or slab.
Total Cost: $2,000
Motel 6 - SLO Physical Needs Assessment 28
To Table of Contents 107.101 — Area Drains
1. Fair The area drains appear to be inadequate or blocked. There is evidence
of ponding and staining on the surrounding asphalt concrete paving.
We recommend that all of the drains be cleared of any blockage.
Drain #1 Drain #2
Water stain from Sheet flow
Clear all blocked drains.
Motel 6 - SLO Physical Needs Assessment 29
Section 2: Systems
To Table of Contents 201.107 — PTAC
1. Fair The PTACs in the office area are in good condition. The unit in the
Laundry and other service areas are in poor or non-operational
condition, old and not of the highest efficiency. It is not clear to us how
some of these space will be used in the future so we have provided an
allowance for servicing and or replacing units,
Office Vending Machine Area
Small PTAC in Utility Room Small PTAC in Commercial Laundry Room
Replace the PTACs in all
office and Utility Areas
Total Cost: $10,000
Motel 6 - SLO Physical Needs Assessment 30
To Table of Contents 201.207 — Laundry Room Ventilation
1. Fair The commercial laundry equipment will likely be removed. If so, the
dryer venting chase can be removed as well. (see 404.108: Laundry
Facilities in Section 4)
Dryer Vent Chase High/Low Combustion Vents
To Table of Contents 202.104 — Supply Piping
0. Unsatisfactory It was reported by maintenance that there have been recurring pinhole
leaks in the supply piping. In the conversion we are assuming that there
will be kitchenettes installed with a sink. The old water softener indicates
that the water quality is a problem that could be causing premature
wear inside the copper piping. We recommend that all of the piping be
replaced and that a water softening system be installed.
Re-pipe all units
Total Cost: $250,000
Install a water softening
system
Total Cost: $75,000
Motel 6 - SLO Physical Needs Assessment 31
To Table of Contents 202.200 — Domestic Hot Water System - General
1. Fair There is an abandoned water softener in one of the water heater utility
rooms and this indicates that the local water is hard and causes
premature wear of the water heaters and potentially the piping and
fixtures. The water should be tested and an appropriate water softening
system should be installed if indicated.
There are six water heaters in three utility rooms, only one appears to be
a newer more efficient model. The other five should be replaced with
more efficient units. A mechanical engineer should be consulting to
configure the optimal system with properly specified expansion tanks,
pumps, seismic strapping and water softener (if needed).
Nonfunctioning Water Softener Nonfunctioning Water Softener
Water Heater Room Water Heater Room
Replace and
reconfigure water
heating
Total Cost: $100,000
Motel 6 - SLO Physical Needs Assessment 32
Water Heater Room Loose Seismic Strapping
Water Heater with Damage from Leak Water Heaters
Water Heaters
To Table of Contents 202.400 — Sanitary Sewer
2. Satisfactory There were no systemic or recurring problems reported by on-site staff
with the building sewer systems.
Motel 6 - SLO Physical Needs Assessment 33
To Table of Contents 204.101 — Main Service
0. Unsatisfactory Unfortunately all of the main electrical switchgear was manufactured
by the Zinsco company and this equipment has been known to arc and
cause fires. Some insurance companies will not insure buildings with this
equipment. We recommend that all of this equipment be replaced.
Zinsco Logo Main Switchgear
Main Switchgear Sub Panel
Sub Panel Subpanel
Replace all main
electrical switchgear
Total Cost: $200,000
Motel 6 - SLO Physical Needs Assessment 34
To Table of Contents 204.102 — Transformer
2. Satisfactory The transformers are in satisfactory condition and have bollards (steel
protective posts) installed.
View 1 View 2
To Table of Contents 205.101 — Exterior Controls/Timers
1. Fair The exterior lighting is controlled by a timer. We recommend that a
photo cell be installed to better respond to the timing of sunset and
sunrise.
Add photocell to better
regulate exterior lighting.
Total Cost: $500
Motel 6 - SLO Physical Needs Assessment 35
To Table of Contents 205.102 — Exterior Lighting - Building Mounted
1. Fair There are a variety of building mounted flood light fixtures, a few are
LED but many are older and inefficient. The wall mounted sconces are
old CFL models. All should be replaced with LED models. This will provide
substantial utility cost savings.
Fixture Type 1 Fixture Type 2
Fixture Type 3 Fixture Type 4
Fixture Type 5 Fixture Type 6
Replace all exterior
lighting with energy
efficient, LED models.
Total Cost: $25,000
Motel 6 - SLO Physical Needs Assessment 36
Fixture Type 7 Fixture Type 8
To Table of Contents 206.101 — Entry and Access System(s)
2. Satisfactory The cardkey entry hardware on each door appears to be operating
properly.
Unit Entry Door Close Up of Lock
Laundry Room
Motel 6 - SLO Physical Needs Assessment 37
To Table of Contents
Low Voltage
206.105 — Security Cameras
1. Fair The security camera system is minimal and seems to basically cover the
office area. We recommend that a 16 camera system be installed to
provide additional security.
Monitor Camera on the exterior
Office Camera 1 Office Camera 2
Install new security
camera system.
Total Cost: $25,000
Motel 6 - SLO Physical Needs Assessment 38
To Table of Contents
Fire/Life Safety
207.101 — Fire Alarm System
0. Unsatisfactory The existing alarm system is near the end of the stated useful life of the
equipment. Many of the pull boxes are damaged. As these systems age
it becomes more difficult to locate replacement parts to keep the
system operational. We recommend that a new alarm panel and
devices be installed to ensure reliable service.
Special devices will be required in a minimum of two Communication
units for the hearing and vision impaired.
Panels Strobe Alarm
Pull Box Damaged Pull Box
Upgrade fire alarm
system with new
equipment.
Total Cost: $50,000
Motel 6 - SLO Physical Needs Assessment 39
Pull Box Damaged Pull Box
Sensory Unit Strobe Alarm Alarm Bell
Motel 6 - SLO Physical Needs Assessment 40
To Table of Contents 207.102 — Exit Lighting
0. Unsatisfactory The exit signage is mostly older, damaged and composed of non-LED
models. All are over five years old, which puts them past their expected
useful life.
Exit Sign 1 Exit Sign 2
Exit Sign 3 Exit Sign 4
Replace all exit signage
with new LED versions.
Total Cost: $6,250
Motel 6 - SLO Physical Needs Assessment 41
To Table of Contents 207.103 — Emergency Lighting
0. Unsatisfactory The only emergency light we observed was in the office area. There
should be emergency lighting throughout the property and especially
on the stairs.
Office Emergency Light
Install new LED model
emergency lighting
fixtures to insure
reliability.
Total Cost: $7,500
Motel 6 - SLO Physical Needs Assessment 42
To Table of Contents 207.106 — Fire Extinguishers
0. Unsatisfactory All of the building fire extinguishers are overdue for service as required
by code, the last service date was April 2022. Many fire extinguisher
cabinet are mounted at the wrong eight to satisfy ADA.
Outdated Inspection Tag Office
Low Installation Low Installation
To Table of Contents 207.200 — Fire Sprinkler System
0. Unsatisfactory There is currently no fire sprinkler system evident on this site. A
completely new, up-to-current fire code system will need to be installed
according to current code for San Luis Obispo County. This will require
full coverage for all units and other interior areas, as well as a new water
meter and service for the sprinkler system.
Service overdue fire
extinguishers. Adjust
cabinet height to ADA
standards.
Total Cost: $1,000
Install new fire
extinguisher cabinets at
the proper height
Total Cost: $4,500
Install new code
compliant fire sprinkler
system.
Total Cost: $250,000
Motel 6 - SLO Physical Needs Assessment 43
Section 3: Building Envelope
To Table of Contents 301.103 — Shingle Roof
0. Unsatisfactory The shingle roof is beyond its useful life and should be replaced.
Property Maintenance estimated that it was likely at least 20 years old.
Replace shingle roof.
Total Cost: $80,000
Motel 6 - SLO Physical Needs Assessment 44
To Table of Contents 301.109 — Roof Gutter and Downspouts
1. Fair The downspouts are damaged in several areas due to their placement
in high-traffic areas. We recommend that these be repaired to ensure
proper drainage flow.
View 1View 2 View 3
View4 View 5
Repair or replace
damaged gutters and
downspouts.
Total Cost: $800
Motel 6 - SLO Physical Needs Assessment 45
To Table of Contents 302.101 — Paint
1. Fair The paint on the building is in fair condition. We recommend that the
entire building be repainted, particularly the underside of the
overhangs and walkways that are stained
South Side North Side
Rear North Side
Re-paint building exterior
surfaces.
Total Cost: $150,000
Motel 6 - SLO Physical Needs Assessment 46
To Table of Contents 303.102 — Metal Entry Doors
1. Fair The metal entry doors are in satisfactory condition, a few doors have
minor dents. We recommend that the dents be repaired with auto
body filler prior to repainting.
Typical Unit Entry Door Door with Minor Damage
To Table of Contents 303.103 — Storefront Doors
2. Satisfactory The storefront doors at the office are in satisfactory condition
Office Entry Office Side Entry Door
Repair and paint dented
entry doors.
Total Cost: $21,750
Motel 6 - SLO Physical Needs Assessment 47
To Table of Contents 304.101 — Aluminum Window
2. Satisfactory The dual glazed aluminum windows are in generally satisfactory
condition.
View 1 View 2
View 3
Motel 6 - SLO Physical Needs Assessment 48
To Table of Contents 305.104 — Framing and Sheathing
0. Unsatisfactory We observed water stains under the upper walkways. It appears that
water has penetrated through the decking surfaces as mentioned in
Section 3, 307.107: Traffic/Deck Coatings. We could not determine if
there is any damage inside the structural assembly of the upper
walkways. SB 721, which has been adopted by the California Building
Code states that the exterior elevated elements and associated
waterproofing elements as defined as decks and balconies, for
buildings with three or more multifamily dwelling units will have to be
inspected by a licensed architect, licensed civil or structural engineer.
This bill would require the inspections including necessary testing to be
completed by January 1, 2025, and would require subsequent
inspections every five years.
The building has long spans where there is no support for the elevated
walkways with the exception of the southwest corner of the building
where a post has been added. This post was not properly installed and
is damaged. A Structural Engineer should be engaged to analyze what
added support and additional columns might be needed. Once repairs
are complete, then a new traffic coating system should be installed as
discussed in Section 3; 307.107 Traffic Coatings.
Add Support at Southwest corner Closeup of Damage
View 1 View 2
Conduct SB721
inspection and repair as
required by structural
engineer's plans.
Total Cost: $80,000
Motel 6 - SLO Physical Needs Assessment 49
View 3 View 4
To Table of Contents 306.102 — Attic Insulation
1. Fair We were unable to inspect the attic; however, based on the age of the
building it is likely that insulation is absent or inadequate -- at best R-19.
We recommend that additional insulation be installed to raise the
overall value to R-38.
Install additional blown-
in insulation to raise the
overall R-value to R-38.
Total Cost: $40,000
Motel 6 - SLO Physical Needs Assessment 50
To Table of Contents 307.107 — Traffic/Deck Coatings
1. Fair The deck coating on the elevated walkways is worn and should be
reapplied to maintain the integrity of the system.
Worn Traffic Coating Worn Traffic Coating
Elevated Walkway Elevated Walkway
Reapply deck coating to
the elevated walkways.
Total Cost: $60,000
Motel 6 - SLO Physical Needs Assessment 51
Section 4: Building Common Areas
To Table of Contents 401.000 — Office Area
2. Satisfactory The Office Area is in generally satisfactory condition but will likely to be
remodeled in the conversion.
Reception Area Office
Storage Office Area
Break Area Storage
Remodel the office area
Total Cost: $20,000
Motel 6 - SLO Physical Needs Assessment 52
To Table of Contents 404.108 — Laundry Facilities
2. Satisfactory There is a commercial laundry on site for the hotel. The equipment is
likely leased. This space will probably be converted to another use such
as services or storage.
Laundry Room Washers
Sink Dryers
Convert commercial
laundry to other use
Total Cost: $10,000
Motel 6 - SLO Physical Needs Assessment 53
To Table of Contents 405.000 — Public Restroom
1. Fair The office restroom is in generally good condition but the vanity and the
exhaust fan should be updated with newer models.
Office Restroom Exhaust Fan
Update office rest room
Total Cost: $1,500
Motel 6 - SLO Physical Needs Assessment 54
Section 5: Units
To Table of Contents 201.107 — PTAC
1. Fair Fifty-four of the PTAC HVAC units have been recently replaced. The
remaining thirty-three are at the end of their prescribed useful lives and
should be replaced with more efficient units, a minimum of EER 13
models.
Newer PTAC Older PTAC
Older PTAC Outside Case/Vent
Replace the remaining
PTAC units with new,
high efficiency EER 13
models.
Total Cost: $66,000
Motel 6 - SLO Physical Needs Assessment 55
To Table of Contents 207.105 — Smoke/CO Detectors
0. Unsatisfactory The existing smoke detectors are over 5 years old. This is near the end of
their rated useful life and they should be replaced with new
combination smoke/CO detectors.
Ceiling Mounted Smoke Detector Wall Mounted Smoke Detector
Replace all smoke
detectors with new
combination smoke/CO
models.
Total Cost: $13,500
Motel 6 - SLO Physical Needs Assessment 56
To Table of Contents 401.100 — Flooring
2. Satisfactory The vinyl plank flooring in the units' living areas and bathrooms is in
satisfactory condition.
The tile flooring in the Accessible units is in satisfactory condition, but
could use re-grouting.
Unit Floor Bathroom Flooring
Tile in Accessible Bathroom
Re-grout tile of
accessible bathroom
floors
Total Cost: $800
Motel 6 - SLO Physical Needs Assessment 57
To Table of Contents 401.500 — Paint
1. Fair Many of the units have outdated feature wall colors. With re-piping and
other improvements in the units, re-painting will be required.
Unit Interior Feature Wall Color
Feature Wall Color
Paint all unit walls and
ceilings.
Total Cost: $104,400
Motel 6 - SLO Physical Needs Assessment 58
To Table of Contents 401.800 — Finishes - Window Coverings
1. Fair The blackout drapes in the units are not typically used in affordable
housing, we recommend they be replaced with vertical blinds.
Unit Drapes Unit Drapes
To Table of Contents 402.103 — Door Hardware
1. Fair The door hardware to the bathrooms are mostly knobs, we recommend
replacement in all units with new lever handle models.
View 1 View 2
Install new vertical
window blinds in all units.
Total Cost: $30,450
Replace all doorknob
hardware with lever
handle models.
Total Cost: $13,050
Motel 6 - SLO Physical Needs Assessment 59
To Table of Contents 402.104 — Closets
2. Satisfactory Currently there are no closets with doors, we recommend that closets
be configured with closet doors in all units.
To Table of Contents 403.000 — General
2. Satisfactory There are no kitchen faculties in the units. Typically a kitchenette is
installed in Project HomeKey units and we recommend a prefabricated
kitchenette be installed in each unit including a sink, small range, and
refrigerator. This will require additional electrical and plumbing.
The plumbing has been accounted for in the re-pipe (Section 2, 202.104
Supply Piping)
Add closets with frames
and doors
Total Cost: $34,800
Install Kitchenette in
each unit
Total Cost: $391,500
Motel 6 - SLO Physical Needs Assessment 60
To Table of Contents 405.101 — Bathroom Vanity/Sink
2. Satisfactory The accessible units have a wall hung china sink with a shelf above, the
non-accessible units have a wall hung countertop/sink combo. Both
type units have faucet lever controls
Non-Accessible Units Non-Accessible Units
Accessible Units Pipe Wrapping
Non-Accessible Units
Motel 6 - SLO Physical Needs Assessment 61
To Table of Contents 405.102 — Toilet
2. Satisfactory The .8 gpf low flow Niagara Conservation model toilets are in
satisfactory condition. The flush button in the center of the tank lid does
not meet ADA requirements of the flush mechanism being on the open
room side of the toilet, we would recommend replacing these with
compliant models during accessibility remodel
Typical toilet Niagara Conservation Model
Motel 6 - SLO Physical Needs Assessment 62
To Table of Contents 405.103 — Tub and Shower
0. Unsatisfactory Property management stated one third of the showers and shower tubs
have been replaced because of cracks and leaking, the remaining
ones should likewise be replaced. The 9 required accessible units will be
addressed in Section 405.109 below.
Newer Shower Newer Shower
Old Shower/tub Accessible Shower
Replace the showers in
48 units
Total Cost: $192,000
Motel 6 - SLO Physical Needs Assessment 63
To Table of Contents 405.105 — Outlets/GFCIs
1. Fair The bathroom GFCI outlets are in satisfactory condition in most units.
There were no GFCI outlets present in the accessible bathrooms and we
recommend installing these to bring the building up to current Building
Code as part of the work in 405.109.
GFCI Accessible bath w/o GFCI
To Table of Contents 405.106 — Bathroom Lighting
2. Satisfactory The bathroom lighting is in satisfactory condition.
Light Type 1 Light Type 2
Motel 6 - SLO Physical Needs Assessment 64
To Table of Contents 405.107 — Bathroom Exhaust
1. Fair The existing exhaust fans are older and in fair condition. We
recommend installing new EnergyStar rated dual speed models with
built in humidistats, a 1-inch undercut at the base of the bathroom
doors and this will result in better indoor air quality for the entire unit as
well as minimize possible mold issues in the bathrooms.
Wall Mounted Exhaust Fan Ceiling Mounted Exhaust Fan
To Table of Contents 405.108 — Bathroom Accessories
1. Fair The bathroom mirror, medicine cabinet, and other accessories appear
to be in satisfactory condition. There were mirrors in each bathroom but
there were no medicine chests.
Replace existing fans
with new EnergyStar-
rated exhaust fans, 1-
inch undercut on
bathroom doors.
Total Cost: $43,500
Add Medicine Chests in
each Bathroom
Total Cost: $26,100
Motel 6 - SLO Physical Needs Assessment 65
To Table of Contents 405.109 — Accessibility
2. Satisfactory The property has the required 5 accessible units (5%). There may be
some additional work required to bring these existing units into full
compliance. The project will also require 2 Communication units (visual
and audio) and the costs for this have been included with the new fire
alarm system as discussed in Section 2; 207.101 Fire Alarm System.
Accessible Shower Accessible Bathroom
Possible modifications to
five existing accessible
bathrooms.
Total Cost: $2,000
Motel 6 - SLO Physical Needs Assessment 66
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Homekey Round 3
State of California
Governor Gavin Newsom
Lourdes M. Castro Ramírez, Secretary
Homekey Round 3 Application
Notice of Funding Availability (NOFA)
Business, Consumer Services and Housing Agency
Homekey Round 3 Application Page 1 of 43 CoverPage
April 24, 2023
Email: Homekey@hcd.ca.gov
Website: https://www.hcd.ca.gov/grants-and-funding/homekey
Gustavo Velasquez, Director
Department of Housing and Community Development
2020 West El Camino Avenue, Suite 150, Sacramento, CA 95833
Telephone: (916) 263-2771
Homekey Round 3 Application Page 2 of 43 CoverPage
Zip
Project County
None
Is the Applicant requesting for relocation costs?
(§201(vi) Relocation costs for individuals who are being displaced as a result of
your Homekey Project.)
Is the Applicant requesting for Homekey operating subsidy?
(§201(vii) Capitalized operating subsidies for units purchased, converted,
constructed, or altered with funds provided pursuant to HSC §50675.1.3.)
No
Yes
§202(viii). Applicant acknowledges Homekey Assisted Units previously awarded under Rounds 1 and 2 of Homekey funding are ineligible for Homekey Round 3
funding.Yes
§202 Eligible Projects i. Conversion of nonresidential structurs to residential dwelling units
NoSan Luis Obispo
053-151-026
20,807
091
1.84
Assessor Parcel Number(s) (APNs)
Other (specify)
Homekey Region Central Coast
i. Acquisition & Rehabilitation
Project and unit
amenities/features
Kitchenettes included? No If yes, how many units? 0 Number of parking spaces Number of elevators
No. of residential building 3 2,670 Common area (sq. ft.)
§201 Eligible Uses
9
1433 Calle Joaquin
Calle Joaquin HomekeyProject Name
75
0
Number of Homeless Youth or Youth at Risk of Homelessness Units
State CA
Number of Doors at Acquisition Number of Assisted Units
Number of Units accessible to persons with mobility disabilities
Number of At-Risk of Homelessness Units
Project Address
Project Overview
Total Requested Operating Subsidy
Total Requested Capital Award$4,114,328Additional Contribution
50% Relocation Costs
$17,414,328
$19,358,270
$1,943,942
Number of Homeless Units
Number of Units Proposed in the Project 76
Total Requested Homekey Award (capital + operating + 50% relocation costs)
$13,300,000
$1,943,942
Number of Chronically Homeless Units
$0
87
25 20
Instructions
NOFA section references are made with "§" and the corresponding NOFA section number.
"Yellow" shaded cells are for Applicant input. Failure to submit a complete application including the required documentation may result in the need for you to amend and
resubmit your application resulting in your application's HCD review to be repositioned to the date of resubmittal.
"Orange" shaded cells' indicate required attachments. Electronically attached files must use the naming convention in the Application. For Example: "Housing Site Map" for
the map indicating the original target housing location and all proposed housing location(s).
"Blue" shaded cells indicate Application scores.
"Red" shaded cells indicate the Applicant has likely failed to meet a Homekey requirement. 'Applicant Scoring Criteria' worksheet cells shaded in "red" indicate that the
Applicant has failed to meet the minimum points required.
Please don’t hesitate to contact us with any questions or if you need assistance in completing this application.
For application specific assistance, complete the 'App Support' worksheet & email your Excel application to: homekey.help@hcd.ca.gov
For general Homekey NOFA and program questions, email: homekey@hcd.ca.gov.
For appeals, submit to: homekeyappeals@hcd.ca.gov
Number of Units accessible to persons with hearing or vision disabilities 5
Capital Baseline Award
Homekey Round 3 Project Overview Rev 4/23/2023
§401 Pre-Application Consultation Requirement
Project City San Luis Obispo 93405
Homekey Summary (auto populated from Award, Match and Revenue worksheet)
"Green" shaded cells indicate HCD Use Only.
Operating Subsidy
YesHas the Eligible Applicant completed a pre-application survey and received approval from the Department to submit an Application?
Pre-application surveys will be available upon the release of this NOFA and may be requested by emailing Homekey@hcd.ca.gov.
Is the Project in a Rural Area per H&S Code §50199.21? (use the TCAC Method for determining rural status)
30
Land area (acres)Total residential area (sq. ft.)
Project Type Permanent Housing
Other Eligible Projects not listed above (describe below)
The City of San Luis Obispo and Peoples Self-Help Housing Corporation (PSHH) are partnering on a motel acquisition and conversion to provide 76 units of permanent supportive housing to
homeless individuals, chronically homeless individuals, and youth who are homeless or at risk of becoming homeless. This project is implementing the City and County's goal to reduce the
unsheltered homelessness 25% from 2022 point in time count. The City of San Luis Obispo has the highest number of homeless individuals in the County. The Subject Property is currently
an operating 87-unit Motel 6 in good condition. The plan is to convert the project into seventy studios and six two-bedroom units including a manager's unit.
The Subject Property is in a good location for Permanent Supportive Housing, with easy access to transit and amenities that include a nearby Target.
PSSH will be the property manager and supportive services provider for this project.
Currently, PSHH (the Corporation) holds the Purchase & Sale Agreement with the Seller of the property. The purchase and sale agreement will be assigned to the LLC (CoApplicant #2), who
will own and operate the property. If in the future, PSHH pursues tax credits, the property will transfer to a LP (CoApplicant #3). However, the LLC will be the initial Borrower for the Homekey
funds, if awarded. PSHH is the sole member of the LLC and the LLC is the Managing General Partner of the LP. The Board of Directors for the Corporation approved Resolutions authorizing
all 3 entities to participate in the Homekey program if awarded.
Project Narrative
Homekey Round 3 Application Page 3 of 43 Overview
Homekey Round 3 Project Overview Rev 4/23/2023
Loan Amount HCD Contract NumberAwarded? Award Date/Expected
Award DateOther HCD Program(s) Name(s): Grant Amount
If Project is also known under another name(s) or was formerly known under
another name(s), provide the name(s).
N/A
Has the Applicant applied, plan to apply, or been awarded other HCD program funds (outside this Homekey NOFA) for this Project site?No
Scope of Work (Please include a clear, precise description of the work to be performed; the services to be provided; and all other goals, objectives, and deliverables to be fulfilled.)
Calle Joaquin Homekey is an 87-room Motel 6 consisting of three buildings connected by stairs and upper walkways with ongrade parking and a pool. The property will be converted to a
permanent residential use providing an onsite manager unit, space for onsite service provision, and 76 permanent supportive housing units. Planned repairs/renovations are detailed in the
PNA and include immediate needs, capital needs, and green upgrades, including filling in the pool and cover it over to provide outdoor community space.
Plan to
Apply?
Homekey Round 3 Application Page 4 of 43 Overview
Homekey Round 3 Project Overview Rev 4/23/2023
City Zip
Title
Title
City Zip
City Zip
Title
Title
City Zip
City Zip
Title
Title
City Zip
City Zip
Title
Title
City Zip
File Name
Yes
Uploaded to HCD?
Uploaded to HCD?
File Name
Uploaded to HCD?
Uploaded to HCD?Yes
See Applicant Documents worksheet Uploaded to HCD?
Co-App3 Signature Block
Co-Applicant #2 (if applicable)
File Name Uploaded to HCD?N/A
File Name
See Applicant Documents worksheet
Co-App2 OrgChart See Applicant Documents worksheet
Co-App2 Cert of Good Standing Dated 30 days or less from the Application due date
Uploaded to HCD?
Evidence of tax-exempt status from IRS and Franchise Tax Board, if applicable
Co-App2 Article of Org
File Name
File Name Evidence of tax-exempt status from IRS and Franchise Tax Board, if applicable Uploaded to HCD?N/A
Phone (805) 540-2453
1060 Kendall Rd State
Phone
Auth Rep
(805) 540-2453Email kennetht@pshhc.org
Address San Luis Obispo
Kenneth Trigueiro CEO & President Email kennetht@pshhc.org
Uploaded to HCD?
Yes
Yes
File Name
File Name
File Name
File Name Uploaded to HCD?
Contact
Co-App2 Resolution Signature required; see Applicant Documents worksheet.Uploaded to HCD?
Co-App2 Payee Data or TIN
Uploaded to HCD?
See Applicant Documents worksheet
93401
Co-App2 OrgDoc1, OrgDoc2, etc.Yes
Yes
Co-App2 Cert & Legal Reference: Certifications & Legal worksheet.
File Name
Kenneth Trigueiro CEO & President
Co-App2 Signature Block See Applicant Documents worksheet
Calle Joaquin LP Organization type
Uploaded to HCD?
kennetht@pshhc.org Phone
Uploaded to HCD?
Yes
Uploaded to HCD?Yes
Yes
Co-App2 Tax-Exempt Status
See Applicant Documents worksheet N/A
Co-App2 Stat of Information
(805) 540-2453
Co-App3 Tax-Exempt Status
San Luis Obispo StateAddress
Kenneth Trigueiro CEO & President
File Name
Contact
Auth Rep
File Name
Yes
Co-App2 LP Agreement Uploaded to HCD?N/ASee Applicant Documents worksheet
Co-App3 Resolution
Co-App2 Cert of LP
Co-App3 OrgDoc1, OrgDoc2, etc.
CA 93401
Signature required; see Applicant Documents worksheet.
1060 Kendall Rd
Entity name
Kenneth Trigueiro CEO & President Email
File Name
N/A
93401
Phone (805) 540-2453
Uploaded to HCD?Yes
Co-App3 OrgChart See Applicant Documents worksheet Yes
Email
Co-App3 Cert of Good Standing Dated 30 days or less from the Application due date
kennetht@pshhc.org
Uploaded to HCD?
File Name
N/A
Co-App2 Cert of Amendment
Uploaded to HCD?Yes
File Name
LLC
LP
See Applicant Documents worksheet Uploaded to HCD?Yes
Yes
State CA
App1 Cert & Legal Reference: Certification & Legal Worksheet
Uploaded to HCD?
Co-App1 Cert of Good Standing Dated 30 days or less from the Application due date
See Applicant Documents worksheet Uploaded to HCD?Yes
Auth Rep Phone (805) 540-2453
YesCo-App1 Resolution
City
Address 990 Palm St San Luis Obispo State
Entity name
Applicant #1
93405
File Name
N/A
File Name Co-App1 Cert of Amendment Uploaded to HCD?N/A
File Name Co-App1 Stat of Information Uploaded to HCD?N/A
LLC
Contact
Yes
File Name
Uploaded to HCD?
Email kennetht@pshhc.org
Uploaded to HCD?
Uploaded to HCD?YesFile Name
Uploaded to HCD?
Kenneth Trigueiro
Signature required; see Applicant Documents worksheet.
Uploaded to HCD?Yes
Co-Applicant #1 (if applicable)
Address 1060 Kendall Rd San Luis Obispo State CA
Daisy Wiberg
App1 Resolution
Address
State CA 93401
Yes
N/A
File Name Co-App1 LP Agreement
See Applicant Documents worksheet
Uploaded to HCD?N/A
Entity name Calle Joaquin Homekey LLC Organization type Limited Liability Company
LP See Applicant Documents worksheet
File Name Co-App1 Article of Org Uploaded to HCD?
File Name Uploaded to HCD?
File Name Co-App1 Cert of LP Uploaded to HCD?
Organization type
Kenneth Trigueiro CEO & President
File Name Co-App1 Cert & Legal Uploaded to HCD?
Co-App1 OrgDoc1, OrgDoc2, etc.
Entity name
Phone (805) 781-7114Derek Johnson City Manager
kennetht@pshhc.org
93401
Yes
City of San Luis Obispo
See Applicant Documents worksheet
Homelessness Response Manager
Signature required; see Applicant Documents worksheet.
State990 Palm St CA
Yes
File Name
Co-App1 Tax-Exempt Status Evidence of tax-exempt status from IRS and Franchise Tax Board, if applicable
File Name
1060 Kendall Rd San Luis Obispo State CA 93036
See Applicant Documents worksheet Uploaded to HCD?Yes
Reference: Certifications & Legal worksheet.
CEO & President Email
Address
File Name Co-App1 OrgChart
File Name
Co-App3 Cert & Legal Reference: Certifications & Legal worksheet.
Address 1060 Kendall Rd San Luis Obispo
Yes
See Applicant Documents worksheet
Phone
File Name App1 Signature Block See Applicant Documents worksheet Uploaded to HCD?
CA
File Name
File Name Co-App3 Payee Data or TIN
See Applicant Documents worksheet
Uploaded to HCD?
Co-Applicant #3 (if applicable)
Limited Partnership
Address 1060 Kendall Rd San Luis Obispo
File Name
File Name
File Name Co-App1 Payee Data or TIN
Yes
Organization type Nonprofit Corporation
Is there a Co-Applicant? If so, please click the appropriate button:
People's Self-Help Housing Corporation
dwiberg@slocity.org Phone
93405CA
File Name App1 TIN Form
Auth Rep Email
(805) 540-2453Contact
San Luis Obispo
Email (805) 781-7025
§200 Eligible Applicants
djohnson@slocity.org
File Name Co-App1 Signature Block See Applicant Documents worksheet Uploaded to HCD?Yes
Hide Co-App Hide Co-Apps Three Co-Apps Four Co-Apps
Homekey Round 3 Application Page 5 of 43 Overview
Homekey Round 3 Project Overview Rev 4/23/2023
City Zip
City Zip
City Zip
City Zip
City Zip
City Zip
City Zip
Yes
Uploaded to HCD?N/A
File Name Co-App3 Cert of LP LP Uploaded to HCD?Yes
File Name Co-App3 LP Agreement Uploaded to HCD?
File Name Co-App3 Cert of Amendment
File Name Yes
See Applicant Documents worksheet
LLC
Uploaded to HCD?
See Applicant Documents worksheet
Co-App3 Article of Org
Email
1060 Kendall Rd
Property Management Company
File Name Co-App3 Stat of Information Uploaded to HCD?N/A
General Contractor
Phone (415) 781-6600 x5 Address 235 Montgomery Street, Suite 1110 San Francisco
Phone
94104
Contact NameLegal Name
San Luis Obispo State(805) 540-2449 Address CA
Development Team Contacts (provide information that is currently available)
93036
Financial Consultant
Phone
EmailTodd Broussard toddb@pshhc.orgContact NameLegal Name People's Self-Help Housing Corporation
StateAddress
Legal Name Gubb & Barshay Contact Name Lauren Fechter Email lfechter@gubbandbarshay.com
Legal Name Email janer@pshhc.org
State CA
Development/Operating Funding Source
(805) 548-2349 Address 1060 Kendall Rd
Phone
Architect
93036Phone
(805) 594-5323 Address 487 Leff Street San Luis Obispo State 93406
Development/Operating Funding Source
93401
Legal Name
CA
Contact Name
Phone
Phone (805) 781-7114
Housing Authority of the County of San Luis Obispo Scott Collins Email scollins@haslo.org
990 Palm Street San Luis Obispo State
Legal Counsel
The Duncan Group dba People's Self-Help Housing
Legal Name
Address CA
Email djohnson@slocity.orgCity of San Luis Obispo Contact Name Derek Johnson
Legal Name Contact Name Email
StateAddress
Contact Name Jane Renehan
State CA
San Luis Obispo
Homekey Round 3 Application Page 6 of 43 Overview
§300 Threshold Requirements
viii. Applicant must have site control of all properties at the time of application, and control must not be contingent on the approval of any other party. Does Applicant
have site control? If Yes, enter site control information for each APN and most recent execution date. Describe site control special circumstances below. Yes
Current owner
Execution
date Expiration date
053-151-026
Yes
To be eligible to receive funding, all projects must meet the following requirements as they relate to the Eligible Applicant and the project types.
i. Applicant acknowledges that applications may be submitted independently by an Eligible Applicant, as defined in §200. Alternatively, each of the foregoing Eligible
Applicants may apply jointly with a Co-Applicant, as specified?Yes
iii. Applicant acknowledges that applications must include a Project-specific Supportive Services plan, that shall be consistent with any representations made in the
application and it shall meet the Homekey program requirements? Applicant also acknowledges that the Department in its sole discretion shall make the determination
(1) if the Supportive Services plan is sufficiently complete to pass threshold and (2) if the Supportive Services plan and property management plan is
compliant with Housing First and other evidence-based practices. Applicant must comply with the requirements in §300(iii) and §501 of the NOFA.
ii. Applicant agrees Project(s) must serve persons qualifying as members of the Target Population per Article VII(xl).Yes
vi. Applicant acknowledges the requirement to submit a response to the following question: what specific actions will the Applicant take to ensure equitable
access to housing and services for groups that are overrepresented among residents experiencing homelessness in its jurisdiction, including racial,
ethnic and LGBTQ+ groups? The response shall reference the latest Continuum of Care (CoC) HMIS demographics data to explain.
Yes
File Name Racial & Gender Equity Provide Racial & Gender Equity statement Uploaded to HCD?Yes
Construction start date 2/1/24 Construction completion date 10/31/24 Estimated occupancy date 11/30/24
File Name Local Appr, CEQA, and NEPA
Local Approvals, CEQA, and NEPA, as evidenced by the completed and signed Local
Jurisdiction and NEPA Responsible Entity Verification worksheet Uploaded to HCD?
Yes
v. Applicant acknowledges the requirement to submit an overview below of the plan and timeline for any required entitlements, permits, and environmental clearances.
Applicants must also complete the 'Local & Env Verification' worksheet. Eligible Applicants will have an opportunity to discuss their land use and environmental
clearance plans, and related statutory authorities during the pre-application consultation.
Yes
vii. Applicant acknowledges the requirement to submit a concise and reasonably detailed answer to the following question: how did the Applicant engage or will
engage with the Target Population to inform the design of the Project operations and Supportive Services? The guidance document can be found on the
Homekey website.
Yes
File Name Engaging the Target Population
statement
Provide a response on how the Applicant engage or will engage with the Target
Population to inform the design of the Project operations and Supportive Services.Uploaded to HCD?Yes
APN
Karishma Chandni
Hospitality Inc.7/18/23 1/18/24
Type of Site Control
e. A sales contract, or other enforceable agreement for the
acquisition of the property
Threshold Rev
4/23/2023
iv. Applicant acknowledges the requirement to submit a written non-discrimination policy that complies with the requirements in §505.Yes
File Name: Non-Discrimination Policy Provide a non-discrimination policy Uploaded to HCD? Yes
Address
1433 Calle Joaquin, San Luis Obispo
Applicant acknowledges that no additional Co-Applicants or Special Purpose Entities will be considered subsequent to the date of application.Yes
Homekey Round 3 Application Page 7 of 43 Threshold
Threshold Rev
4/23/2023
File Name:
Provide proof of commitment to facilitate or expedite those processes, so as to not delay
expenditure and occupancy requirements
File Name: Prelim1, Prelim2, etc.
Site Control1, Site Control2, etc.
File Name: Use Change Yes
Provide details below for unusual site control special circumstances or "Other" types of site control:
Indicate which Eligible Applicant the Department can rely on for
experience and capacity:
Provide a detailed development plan that supports acquisition of a site, completion of
rehabilitation or construction, occupancy, and fund expenditure before all program
deadlines, factoring in entitlements, permits, procurement, potential construction delays
and supply chain issues, and demonstrates evidence of strong organizational and financial
capacity to develop the project.
Uploaded to HCD?Yes
xii. Applicant agrees that Assisted Units and other units of the Project must meet all applicable state and local building standards pertaining to rental housing and
manufactured housing, including but not limited to requirements for minimum square footage, and requirements related to maintaining the Project in a safe and sanitary
condition?
Yes
xiii. Applicant acknowledges all Applicants and Co-Applicants must be in good standing with the State of California and all agencies and departments thereof? By
way of example and not limitation, an Applicant and Co-Applicant must be qualified to do business in the State of California and must be in good standing with the
California Secretary of State and the California Franchise Tax Board. Applicants that are delinquent in meeting the material requirements of previous Department
awards may, in the Department’s reasonable discretion, fail threshold review.
Yes
xiv. Applicant acknowledges that the Department will require Eligible Applicants to submit a complete application with all required documents? The Department
reserves the right to request clarification of unclear or ambiguous statements made in an application and other supporting documents. The following items must be
submitted with the application:
a. Completed application workbook with all worksheets and supplemental information completed;
b. Required documents from each Eligible Applicant and Co-Applicant as applicable, including but not limited to:
i. Executed resolutions attested to by a person other that the person identified as the authorized signatory. If there is more than one authorized signatory identified,
state whether one or all signatories are required to submit and execute program documents. If the application is being signed by a designee of the authorized signatory,
the Applicant must also submit a designee letter or other proof of signing authority;
ii. Payee Data Record or Taxpayer Identification Number (TIN) form;
iii. Evidence of tax-exempt status from the Internal Revenue Service (IRS) or Franchise Tax Board, if applicable;
iv. Signature block uploaded in Microsoft Word format;
v. Organizational chart that depicts the organizational structure of the entities in relation to the Applicants; and
vi. Organizational documents supporting the resolutions submitted with the application. The Department reserves the right to request additional documentation at any
point to verify an entity’s authority and/or organizational structure.
File Name: Development Plan
If select yes,
how many
months?
Yes
Is the Eligible Applicant requesting for an expenditure deadline extension?
Note: Awardees will be subject to the following deadlines:
1. Acquisition, Rehabilitation, and/or construction must be completed 12 months from the date of award letter;
2. Capital expenditure must be completed within eight (8) months, or up to 15 months from the date of award if requesting an expenditure
deadline extension; and
3. Full occupancy must be achieved by 15 months from date of award letter.
xv. Applicant acknowledges the requirement to submit an Appraisal for all conversion, acquisition, and new construction uses as defined in §201? The
appraisal must be in compliance with the Homekey requirements outlined in the Homekey Appraisal Guidance document on the Homekey website: Homekey 3.0
Appraisal Guidance.
xviii. Applicant acknowledges that all Projects seeking funding for Rehabilitation and new construction are required to submit a Phase I Environmental Site
Assessment (ESA) which was prepared no earlier than 12 months prior to the application due date?
Rehab Description Narrative description of current condition of structure(s) and overall scope of work Uploaded to HCD?
File Name: PNA Physical Needs Assessment prepared by a qualified independent third-party contractor Uploaded to HCD?
File Name:
Yes
Yes
Yes
xvi. Applicant acknowledges that all Projects seeking funding for Rehabilitation must submit the following?
a. Rehabilitation narrative of current condition of structure(s) and overall scope of work; and
b. Physical Needs Assessment (PNA) prepared by a qualified independent third-party contractor;
Yes
xvii. Applicant acknowledges that for Projects seeking funding for master leasing and purchase of affordability covenants, a market study prepared within the
last year which conforms to TCAC guidelines, and/or a rent roll, and/or other supporting documentation noted in §205?N/A
Yes
People's Self-Help Housing Corporation
File Name: Market Study
x. Applicant acknowledges that the Eligible Applicant or Co-Applicant applying for the Homekey funding is the entity that HCD relies upon for experience and capacity,
and will control the project during acquisition, development, and occupancy?
Yes
Yes
viii(h). Applicant acknowledges that if one or more sites will require a use change for permanent housing, Applicant must submit a commitment and plan to
facilitate or expedite those processes, so as to not delay expenditure and occupancy requirements?Yes
Provide current preliminary title report for each site above Uploaded to HCD? Yes
Provide documentation of the type of site control for each site above Uploaded to HCD? Yes
xi. Applicant agrees to provide a detailed development plan that supports acquisition of a site, completion of rehabilitation or construction, occupancy, and fund
expenditure before all program deadlines, factoring in entitlements, permits, procurement, potential construction delays and supply chain issues, and demonstrates
evidence of strong organizational and financial capacity to develop the project? A development plan template can be found on the Homekey website.
Yes
6
ix. Applicant agrees to provide a preliminary title report for each site, dated with 15 days of the application submittal?Yes
Provide a recent market study within the past year which conforms to TCAC guidelines,
and/or a rent roll, and/or other supporting documentation per §205 of the NOFA Uploaded to HCD? N/A
Uploaded to HCD?
Homekey Round 3 Application Page 8 of 43 Threshold
Threshold Rev
4/23/2023
Enter Supportive Service Provider name and complete experience chart below:
People's Self Help
Housing Corporation Operated
If Yes, enter property manager
name and complete experience
chart below:
Property Manager
People's Self Help Housing
Corporation
Has a supportive service
provider been selected?
If No, Applicant certifies that this requirement will be
reflected in future solicitation or memorandum of
understanding?
If No, Applicant certifies that this requirement will be
reflected in future solicitation or memorandum of
understanding?
Housing
type
Victoria Hotel 24 E. Victoria St Santa Barbara CA 9313
People's Self Help Housing
Corporation
El Patio Hotel 167 S. Palm St Ventura CA 93001
Heath House 18 E. Sola St Santa Barbara CA 93103
YesHas a property manager
been selected?
a2. If a1 above is Yes, skip. Applicant has operated at least two affordable rental housing projects in the last ten years, with at least one of those projects containing
at least one unit housing a tenant or participant who qualifies as a member of the Target Population (enter Project information below)?Yes
Developed At-Risk of Homelessness
Property manager
service years
b. Experience helping persons address barriers to
housing stability & providing support services
Supportive Service
Provider service years Yes
Templeton Place II People's Self Help
Housing Corporation Operated Affordable
Rental
Pass threshold (three or more years
of experience)?36.00 36.00
Heath House 18 E. Sola St Santa Barbara CA 93103
Similar Size
and Scope
Affordable
Rental Homeless
El Patio Hotel 167 S. Palm St Ventura CA 93001
Project name and address
Experience
type
Housing
type
Qualifying unit population
served
264
24
Supportive Service
Provider
Homeless
Permanent
Housing
Permanent
Housing
Heath House 18 E. Sola St Santa Barbara CA 93103
Victoria Hotel 24 E. Victoria St Santa Barbara CA 9313 At-Risk of Homelessness
Supportive Service
Provider
Project name and address
Who provides the
experience
Latest date
developed, owned,
or operated
Property Manager
Property Manager
Yes
Property Manager Homeless
3/15/21
Homeless 5/15/23
144Supportive Service
Provider
Yes
File Name: Relocation Assistance Narrative Relocation Assistance Narrative for displacement or no displacement Uploaded to HCD? Yes
File Name: Appraisal
If land costs will be included in the Development Budget, attach an appraisal dated within
60 days of the application submittal date Uploaded to HCD? Yes
Yes
xxi. Eligible Applicant or Co-Applicant must demonstrate the following minimum experience and capacity requirements below:Yes
Yes
Latest date
developed, owned,
or operated
a1. Has Applicant developed, owned, or operated a project similar in scope and size to the Project? If Yes, provide details below:Yes
Experience
type
Passes threshold?
xix. Applicant acknowledges the requirement to submit a concise, sufficiently detailed narrative to demonstrate its consideration of, and early engagement with,
applicable relocation assistance laws and requirements? See §300(xix). This Relocation Assistance Narrative will be evaluated by the Department to determine
whether a relocation plan is required by law or whether a certificate of no-relocation can be issued. A template can be found on the Homekey website.
Note: This Relocation Assistance Narrative does not take the place of the relocation plan, or the Certification Regarding Non-Application of Relocation Benefits and
Indemnification Agreement, that the Grantee shall submit as a condition of funding.
Env. Report 2File Name
File Name Env. Report 1
Environmental Site Assessment Phase I (prepared or updated no
earlier than 12 months prior to the application due date).7/28/23 YesUploaded to HCD?
Who provides the
experience
People's Self Help
Housing Corporation 1/13/11
Project name and address
El Patio Hotel 167 S. Palm St Ventura CA 93001
a. Development, ownership, or operation of a project similar in scope and size to the proposed project; or development, ownership, or
operation of at least two affordable rental housing projects in the last 10 years, with at least one of those projects containing at least
one unit housing a tenant or participant who qualifies as a member of the Target Population. (a1. or a2. must be Yes to pass Threshold)
If Environmental Site Assessment Phase I requires a Phase II study,
submit a Phase II (prepared or updated no earlier than 12 months prior
to the application due date).
Uploaded to HCD?
Population served
xx. Applicant has Enforceable Funding Commitments (EFCs) to cover operations and service costs with specific funding sources, including federal, state, local, private,
or philanthropic sources, for the proposed Project for the first five (5) years, and a funding plan covering operations and services costs for ten (10) years thereafter, for
a total operating budget of fifteen (15) years from the recordation of the Affordability Covenant? (See §304(1)(b) for potential points).
Housing
type
N/A
Homeless
264At-Risk of Homelessness
Permanent
Housing
Population Served
# of
months
serving
If Yes, enter supportive service
provider name and complete
experience chart below:
Permanent
Housing
Permanent
Housing
144
24
Experience provider
Property Manager
HomelessPermanent
Housing
Homekey Round 3 Application Page 9 of 43 Threshold
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§301 Interim Housing Requirements skip this application section if your Project Type is Permanent Housing; please complete §302
i. Applicant acknowledges the requirement to provide the following data below:N/A
Supportive Service
Provider
Housing Site Map
No
Provide a plan to connect participants to Permanent Housing, describing the number and
type of Permanent Housing opportunities, how the Project will leverage Supportive
Services staff to navigate to Permanent Housing, and the funding plan to make
connections to Permanent Housing.
1. The Department will only consider an Interim Housing Project application if the Applicant demonstrates a need for Interim Housing in its Homekey application. The Department in
its sole discretion may fail on threshold any Interim Housing Project application that does not sufficiently demonstrate a need, as described in §301.
In addition to §300, Interim Housing Projects will also be evaluated on a demonstration of need for Interim Housing based on the following requirements:
File Name:Plan to Perm Hsg Uploaded to HCD?N/A
Uploaded to HCD?
c. What is the shelter vacancy rate in the summer and winter months?
d. What is the percentage of exits from emergency shelters to Permanent Housing?
N/A
e. Applicant acknowledges the requirement to provide a plan to connect participants to Permanent Housing, describing the number and type of Permanent Housing
opportunities, how the Project will leverage Supportive Services staff to navigate to Permanent Housing, and the funding plan to make connections to Permanent
Housing.
File Name:
c. If Yes to xxii(a) above, will the target site be demolished before any occupancy by the Target Population?N/A
No
If replacement housing is proposed outside the target neighborhood, include a
justification explaining why it is necessary to locate this replacement housing outside the
target neighborhood (i.e., offsite) and how doing so supports and enables the Target
Population to maintain housing.
Uploaded to HCD?N/A
N/AMap indicating the original target housing location and all proposed housing location(s).
File Name: Outside Neighborhood
xxii. One-for-one replacement of assisted housing
d. Will all of the proposed housing be located within the original target housing location neighborhood?
a. Will the acquired housing or site be redeveloped/repositioned as part of the Local Public Entity's overall goal to address the needs of the Target Population and
the community?
File Name: One-for-one Replacement
xxii(a) and (b): If the acquired housing or site will be redeveloped/repositioned per the
locality's overall goal to address the needs of the Target Population and the community
(unless the target site is going to be demolished before any occupancy by the Target
Population), provide a letter of commitment to ensure one-for-one replacement of units.
Uploaded to HCD?N/A
b. If Yes to xxii(a) above, will the acquired units be subsequently combined to add kitchens, create larger units, and/or create units with additional bedrooms, the
applicant will provide such information in the application and ensure an approximate equivalence of square footage available for the benefit of Project residents and
participant?
N/A
80.0%
Development Team Staffing Chart
(Project Executive and key Project Staff)
Full time / Part time
c. Experience administering a Project in accordance with the core components of Housing First (Welfare & Institutions Code §8255).Yes
File Name:
Full TimeChief R.E. Dev Officer
Uploaded to HCD?
Employee Veronica Garcia 10.0%
Full Time
Associate Director Full Time
Supportive Service
Provider
Provide experience administering a Project in accordance with the core components of
Housing First
d. Development, ownership, or operation capacity.
d1. Does Applicant have the capacity to develop, own, and operate the proposed Project?
If Yes, provide details in the Development Team Staffing Chart below:Yes
Position title
Employee John Day
Supportive Service
Provider
Employee Katherine Aguilar 10.0%
Staff type Employee / Consultant full name % of time dedicated to this project
d2. Applicant certifies that it will have adequate staff, capital, assets, and other resources to efficiently meet the operational needs of the Project?
Note: Evidence of capacity must be reasonably acceptable to the Department in form and substance.Yes
Housing Director
Supportive Service
Provider
Yes
Supportive Service
Provider
Housing First Experience
Supportive Service
Provider
Supportive Service
Provider
a. What is the number of available shelter beds in Applicant’s jurisdiction?
b. What is the number of people experiencing unsheltered homelessness in the homeless PIT?
Homekey Round 3 Application Page 10 of 43 Threshold
Threshold Rev
4/23/2023
Yes
iii. Applicant acknowledges that the Department reserves the right to set restrictions on the unit mix, rent levels, and other factors deemed necessary. To the maximum
extent possible, these changes shall minimize the impact on the lowest income Project residents and shall be phased in as gradually as possible. If, following any
increase in rents and income limits, or modification of Target Population occupancy requirements, new resources become available, or market demand changes,
allowing reversion to the former income and rent limits or Target Population occupancy requirements, the Department may re- impose these income limits and rent
limits or Target Population occupancy requirements, in whole or in part, subject to an analysis of Project feasibility?
Yes
§303 Other Requirements
§203 Geographic Distribution and Allocations - Homeless Youth Allocation
Unless otherwise indicated, all scoring criteria and other NOFA provisions shall govern the allocation awards provided under this NOFA. Homekey Projects are not
required to serve only Homeless Youth, or Youth at Risk of Homelessness. Homekey Projects proposing to serve Homeless Youth, or Youth at Risk of Homelessness,
may also serve other qualifying members of the Target Population. At the close of the application period, any unused funds from this allocation shall be reallocated to
the Discretionary Reserve and shall be subject to the prioritization methods therein.
Applicant acknowledges that to qualify under Homeless Youth Allocation, Projects that meet the threshold requirements of Article III, as well as the
following criteria, will be prioritized for Homeless Youth allocation funds:
- Have at least 25% of Assisted Units reserved for Homeless Youth or Youth at Risk of Homelessness;
- Have jointly applied and/or partnered with a nonprofit corporation(s), including community-based organization(s), with at least three years of experience serving
current or former Foster Youth, Homeless Youth, or Youth at Risk of Homelessness; and
- Provide Supportive Services for Youth Assisted Units using a Positive Youth Development (PYD) model and trauma- informed care. Services may include, but are not
limited to, case management, income supports, educational and employment counseling, life skills, legal assistance, health and wellness, and family connection
services.
Yes
N/A
ii. Applicant acknowledges that if the Eligible Applicant is entitled to apply directly to the HHAP program, then the Eligible Applicant shall provide a description of how
the proposed Homekey Interim Housing Project aligns with the Local Homelessness Action Plan it submitted pursuant to HHAP Round 4, including the extent to which
HHAP funding does not fully meet the need for Interim Housing?
File Name: Interim Hsg Project Alignment
Provide a description of how the proposed Homekey Interim Hsg. Project aligns with the
Local Homelessness Action Plan or a description on how the Applicant's jurisdiction has
worked with recipients in the region and Continuum of Care (CoC) to coordinate and align
the proposed Homekey project with the Local Homelessness Action Plan goals and
strategies.
Uploaded to HCD?N/A
§302 Single-Family Scattered Site Housing Requirements skip this application section as applicable; please complete §203
As described in §203 and §207(1)(c), the Department may conditionally award up to four (4) single-family home scattered site housing Projects up to $10 million each.
Applicants for this project type must meet all requirements identified in §300, and submit all documents required in the Application Upload Checklist with the following
exceptions:
a. If at time of acquisition, an existing tenant’s household income is at or below 50% AMI, but the tenant does not qualify as a member of the Target Population, the
tenant may remain in place and the unit may still be funded by Homekey. When, in the course of normal tenant turnover, the ineligible household
moves from the unit, the Applicant acknowledges that the unit shall thereafter be occupied by the Target Population?
Note: There should be no more than 49 percent of the Assisted Units that do not meet the Target Population at the time of acquisition. An existing household who
meets the Target Population definition or was a member of the Target Population at the time they moved into the property will not be counted towards the 49 percent
cap. Evidence confirming that existing tenants qualify as either at or below 50% AMI or Target Population will be required of the Applicant.
Yes
ii. Applicant acknowledges that at year 15 from the recordation of the Affordability Covenant, in circumstances where the Grantee has exhausted available operating
funding and demonstrated to the Department that the Project is no longer feasible, the Department may approve an increase in income levels, to the minimum extent
required for fiscal integrity, in five percent increments of Assisted Units up to 50 percent AMI?
File Name Local Homelessness Action Plan
Provide a copy of the Eligible Applicant’s approved Local Homelessness Action Plan
pursuant to HHAP Round 4, which clearly states the need for Interim Housing.Uploaded to HCD?N/A
2. Applicant acknowledges that Interim Housing Projects awarded Homekey funding pursuant to this NOFA may apply to convert to Permanent Housing in
accordance with this section? Approval to convert an Interim Housing Project to a Permanent Housing Project shall be within the Department’s sole and reasonable
discretion. Grantees shall meet the requirements in §301(2) in order to convert Interim Housing Projects to Permanent Housing Projects.
N/A
iii. Applicant acknowledges that if the Eligible Applicant did not receive a direct funding allocation under HHAP, the Eligible Applicant shall describe how it has worked
with HHAP recipients in the region and the Continuum of Care (CoC) to coordinate and align the proposed Homekey Project with the Local Homelessness Action Plan
goals and strategies?
N/A
File Name Interim Hsg Collaboration
Provide a description how Applicant has worked with HHAP recipients in the region and
the Continuum of Care (CoC) to coordinate and align the proposed Homekey Project with
the Local Homelessness Action Plan goals and strategies.
Uploaded to HCD?N/A
iv. Applicant acknowledges that if the Eligible Applicant is entitled to apply directly to the HHAP program, the Homekey application must also include the Eligible
Applicant’s approved Local Homelessness Action Plan pursuant to HHAP Round 4, which clearly states the need for Interim Housing?N/A
i. Applicant acknowledges that Homekey may fund all units in a Project or a portion of the units. If seeking Homekey funding for a portion of the units in a given project,
Applicants must identify committed sources for the non-Homekey units. The non-Homekey units are not required to serve the Homekey Target Population and may
therefore be restricted at higher AMI levels, which may help promote project feasibility.
Yes
i. Applicant acknowledges that the Eligible Projects under this project type must provide evidence of site control (as defined in §300) within 60 days from the date
of the conditional award. Note: Failure to meet this requirement will rescind the conditional award.N/A
ii. Applicant acknowledges that the Eligible Projects under this project type must meet the following threshold requirements (a-d below), within 90 days from the date
of the conditional award. Note: Failure to meet this requirement will rescind the conditional award.
a. Relocation narrative, as defined in §300;
b. Appraisal, as noted in the Application Upload Checklist;
c. PNA or equivalent evidence of rehabilitation costs, as noted in the Application Upload Checklist; and
d. Phase 1 ESA or equivalent, as noted in the Application Upload Checklist.
N/A
Homekey Round 3 Application Page 11 of 43 Threshold
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Copy of CEQA Determination Documents Uploaded to HCD? In progress
Applicant acknowledges the Department encourages Eligible Applicants to fully engage with HCD’s technical assistance and to consider the CEQA exemption set forth
at HSC §50675.1.4 and the provision for land use consistency and conformity set forth at HSC §50675.1.3, subdivision (i)? Applicants should consult with their counsel
for legal advice in construing application of the foregoing exemptions to their Project. It is entirely within an Applicant’s discretion to determine whether to use the
statutory CEQA exemption, whether the exemption applies to the Applicant’s proposed activity, or whether some other mechanism applies and could be used to satisfy
obligations under CEQA.
In progressProvide a complete relocation plan
Yes
Yes
iv. Applicant acknowledges that in addition to §300 above, Applicants purchasing affordability covenants and restrictions will also be evaluated on the
following requirements:
a. The Grantees that purchase affordability covenants and restrictions for existing residential units shall restrict those units to individuals and families who are
Homeless or who are At Risk of Homelessness, as defined in 24 CFR part 578.3. Such restriction shall run for 55 years.
§502 Tenant Selection and Participant Selection
Applicant acknowledges that referrals to Homekey Assisted Units shall be made through the local Coordinated Entry System (CES) or another comparable prioritization
system based on greatest need. All referral protocols for Homekey Assisted Units must be developed in collaboration with the local CoC and implemented consistent
with the requirements set forth in this NOFA. CoC collaboration in Project and Supportive Service design is also strongly encouraged to help target and serve greatest
need populations. If referrals will be made using a prioritization system other than CES, the Applicant must describe the plan for tenant and participant selection, and it
shall be reasonably detailed and comprehensive, as determined by the Department in its sole and absolute discretion. For Grantees utilizing HOME-ARP funds as
match, this includes descriptions of any system that are consistent with HOME-ARP referral methods as described in HUD Community Planning and
Development (CPD) Notice 21-10. The CES Participation and CoC Coordination document can be found on the Homekey website.
Yes
N/A
File Name: Relocation Plan
File Name: Prevailing Wage Certificate
§503 Participation in Statewide HDIS/HMIS
Applicant acknowledges that pursuant to Assembly Bill 977, Homekey Grantees who have been awarded HCD funding under the Homekey Program must enter
Universal and Common Data Elements as defined by HUD on the individuals and families served into the Homeless Management Information System (HMIS), for
projects that will have completed permanent conversion of Department funds effective January 1, 2023, and later?
Yes
§500 Article XXXIV
Applicant acknowledges per HSC §37001, subdivision (h)(2), article XXXIV, §1 of the California Constitution is not applicable to a development that consists of the
acquisition, rehabilitation, reconstruction, alterations work, new construction, or any combination thereof, of lodging facilities or dwelling units using moneys received
from the CSFRF established by the federal American Rescue Plan Act of 2021 (ARPA) (Public Law 117-2)? As such, Article XXXIV is not applicable to Homekey
funded development.
Yes
Applicant acknowledges the use of Homekey funds is subject to California's prevailing wage law (Lab. Code, §1720 et seq.)? Applicant is urged to seek
professional legal advice about the law's requirements. Applicant is also acknowledges that prior to disbursing the Homekey funds, the Department will require a
certification of compliance with California's prevailing wage law, as well as all applicable federal prevailing wage law. The certification must verify that prevailing wages
have been or will be paid, and that labor records will be maintained and made available to any enforcement agency upon request. The certification must be signed by
the general contractor(s) and the Grantee?
Yes
§506 Prevailing Wage
Provide a prevailing wage certification
Uploaded to HCD?
Yes
Applicants acknowledges all developments shall adhere to the accessibility requirements set forth in California Building Code Chapter 11A and 11B and the Americans
with Disabilities Act, Title II?
Yes
§504 Relocation
Applicant acknowledges that in addition to the Relocation Assistance Narrative required in §300(xix) submitted at time of application, before the Homekey
award will be disbursed, Grantee must submit either:
a. A Department-approved relocation plan; or
b. A Department-issued Certification Regarding Non-Application of Relocation Benefits and Indemnification Agreement (certificate of no-relocation), which has been
duly executed and approved by the Department?
Note: Homekey Grantees must comply with all applicable federal, state, and local relocation law. Grantees must have a relocation plan prior to proceeding with any
phase of a Project or other activity that will result in the displacement of persons, businesses, or farm operations. The relocation template can be found on the
Homekey website.
§505 Accessibility and Non-Discrimination
Uploaded to HCD?
Yes
Yes
File Name CES Participation and CoC Form
Provide a Coordinated Entry System Participation and Continuum of Care Coordination
Form Uploaded to HCD?Yes
review HCD's CDBG-DR Environmental Review
guidance,For more information, visit the HUD Exchange,or contact HCD's Environmental Service Team at NEPA@hcd.ca.gov
N/A
File Name CEQA
Applicant acknowledges that it must provide National Environmental Clearance Act (NEPA) clearance, as applicable?
According to NEPA, Grantee(s) must consider environmental impacts early in the planning process before decisions are made, and actions are taken. The project must
assess environmental impacts if a project has applied for HUD assistance (HOME, CDBG, PBVs, Choice Neighborhoods Grant, ShelterCare Plus, etc.).
Yes
Applicant acknowledges that HCD does not determine which projects will require NEPA clearance. Applicant must provide HCD a status of any required NEPA review
at the time of application.
v. Applicant acknowledges that in addition to §300 above, master leasing projects will also be evaluated on the following requirements:
a. The Grantee shall provide a 15-year plan from the recordation of the use restriction to cover operations and service costs for the Project with specific funding
sources (government/philanthropic/private).
File Name NEPA Authority to Use Grant
Funds (if applicable)
NEPA Authority to Use Grant Funds issued by the Responsible Entity if the project is
proposing use of federal funds Uploaded to HCD?N/A
vi. Applicant acknowledges that Homekey Grantee(s) shall not, for the duration of this Agreement, sell, assign, transfer, or convey the Project, or any
interest therein or portion thereof, without the express prior written approval of the Department?
§507 Environmental Clearances
§501 Housing First
Applicant acknowledges that the Eligible Applicant shall certify to employ the core components of Housing First, as set forth at Welfare and Institutions Code section
8255(b), in its property management and tenant selection practices? Projects shall accept tenants regardless of sobriety, participation in services or treatment,
history of incarceration, credit history, or history of eviction in accordance with practices permitted pursuant to Housing First practices, including local
Coordinated Entry System prioritization protocols, or other federal or state Project funding sources.
N/A
Homekey Round 3 Application Page 12 of 43 Threshold
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Applicant Comments
File Name: Property-Hazard Insurance Proof of Property Insurance that meets the requirements in §800(v)Uploaded to HCD? In progress
§800 Insurance Requirements
File Name: Automobile Insurance Proof of Automobile Liability Insurance that meets the requirements in §800(ii)Uploaded to HCD? Yes
Applicant acknowledges that it shall provide documentation of its ability to obtain the insurance coverages outlined in Article VIII of this NOFA. Yes
File Name: Liability Insurance Proof of General Liability Insurance that meets the requirements in §800(i)Uploaded to HCD? Yes
Applicant acknowledges that all entities in the Grantee structure (to include the Eligible Applicant, any Co-Applicants, and any other entities added to the
ownership structure of the Project pursuant to [§303(vi).] of this NOFA) shall be bound by the Homekey Program Requirements; and shall remain jointly
and severally liable to the Department for performance under the Standard Agreement and for compliance with all Homekey Program Requirements? This
provision shall remain applicable notwithstanding any Department-approved transfer or assignment of interest, or any designation of a third party for the undertaking of
all or any part of the Scope of Work in the Standard Agreement.
Yes
Applicant acknowledges that Pursuant to HSC section 50675.1.3, subdivision (i), Homekey Projects “shall be deemed consistent and in conformity with any applicable
local plan, standard, or requirement, and any applicable coastal plan, local or otherwise, and allowed as a permitted use, within the zone in which the structure is
located, and shall not be subject to a conditional use permit, discretionary permit, or any other discretionary reviews or approvals.”?
Yes
§509 State Requirements
Applicant acknowledges that all Assisted Units and other Units of the Projects must meet all applicable state and local requirements pertaining to rental housing,
including but not limited to, requirements for minimum square footage, and requirements related to maintaining the property in a safe and sanitary condition?Yes
§508 Land Use
§510 Grantee Liability
Homekey Round 3 Application Page 13 of 43 Threshold
Rev 4/23/2023
Bdrm
size
No. of
Doors at
Acquisition
Baseline
Award based
on Units and
Bdrm Size at
Acquisition
Bdrm
size
Number of
Units
Proposed
Unit Size
(Square
Feet)
Income
Limit AMI Mngr Units Restricted
Proposed
Rent for
Restricted
Units Unrestricted
Monthly
Utility
Allowance1
Subsidy
Units
Monthly
Rent
Subsidy
Amount
Subsidy
Units
Monthly
Rent
Subsidy
Amount
Subsidy
Units
Monthly
Rent
Subsidy
Amount
Subsidy
Units
Monthly
Rent
Subsidy
Amount
At-Risk of
Homelessness
Units
Chronically
Homeless
Units
Homeless
Units
Homeless
Youth or Youth
at Risk of
Homelessness
Units
Total Assisted
Units
Baseline
Award based
on Units and
Proposed
Population
Served
Baseline
Award based
on Units and
Proposed
Bdrm Size
Maximum
Baseline
Award based
on Proposed
Project
Maximum
Additional
Award
(Equal to
Maximum
Local Match)
0 87 $13,050,000 0 70 250 30%0 $574 $287 $0 60 20 20 30 70 $9,250,000 $3,000,000 $12,250,000 $3,789,513
$0 $0 0 $0 $0 $0 $0
$0 2 1 750 None 1 $0 0 $0 $175,000 $175,000 $54,136
$0 2 5 500 30%$738 $369 $0 0 5 5 $0 $875,000 $875,000 $270,680
$0 $0 0 $0 $0 $0 $0
$0 $0 0 $0 $0 $0 $0
$0 $0 0 $0 $0 $0 $0
$0 $0 0 $0 $0 $0 $0
$0 $0 0 $0 $0 $0 $0
$0 $0 0 $0 $0 $0 $0
$0 $0 0 $0 $0 $0 $0
$0 $0 0 $0 $0 $0 $0
$0 $0 0 $0 $0 $0 $0
$0 $0 0 $0 $0 $0 $0
$0 $0 0 $0 $0 $0 $0
$0 $0 0 $0 $0 $0 $0
Total 87 $13,050,000 76 1 60 0 0 0 25 20 0 30 75 $9,250,000 $4,050,000 $13,300,000 $4,114,328
$526,440 $263,220 $0 $0 $0 $0 $0 33.33% 26.67% 0.00% 40.00% 100.00%$21,528,657
Yes
Applicant Comments
HASLO PBV
Total Budgeted Development costs from 'Dev
Budget' worksheet cell M125
Maximum Capital Award (Baseline and Additional
Contribution) Based on Proposed Units for Permanent
Housing Project
Unit Mix
Doors at Acquisition Rental Subsidy Program
#2 NameMonthly Unit RentSan Luis Obispo Target Population - Homekey Assisted Units
(Article VII)
Rental Subsidy Program
#3 Name
Rental Subsidy Program
#4 Name
Proposed Units for Permanent Housing Project
Owner pays all utilities
File Name:
Annual Net Rents Annual Subsidy
Revenue
Utility Allowance Uploaded to HCD?
1Local housing authority document showing current utility allowance chart, with relevant components circled.
Homekey Round 3 Application Page 14 of 43 Unit Mix
Rev 4/23/2023
Project Development Costs
LAND COST/ACQUISITION
Land Cost or Value $13,300,000 $700,000 $14,000,000
Demolition $0
Legal $0
Land Lease Rent Prepayment $0
Total Land Cost or Value $13,300,000 $0 $700,000 $0 $0 $0 $0 $0 $0 $0 $0 $14,000,000
Existing Improvements Cost or Value $0
Off-Site Improvements $0
Total Acquisition Cost $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Total Land Cost / Acquisition Cost $13,300,000 $0 $700,000 $0 $0 $0 $0 $0 $0 $0 $0 $14,000,000
Predevelopment Interest/Holding Cost $0
Assumed, Accrued Interest on Existing Debt (Rehab/Acq)$0
Excess Purchase Price Over Appraisal $0
REHABILITATION
Site Work $0
Structures $1,226,025 $355,000 $100,000 $150,000 $1,826,433 $3,657,458
General Requirements $50,000 $50,000
Contractor Overhead $271,797 $271,797
Contractor Profit $271,797 $271,797
Prevailing Wages $0 $741,392 $741,392
General Liability Insurance $32,991 $0 $32,991
Urban Greening $0
Other Rehabilitation: $0
Other Rehabilitation: (Specify) $0
Other Rehabilitation: (Specify) $0
Total Rehabilitation Costs $1,852,610 $355,000 $100,000 $150,000 $2,567,825 $0 $0 $0 $0 $0 $0 $5,025,435
Total Relocation Expenses $0
NEW CONSTRUCTION
Site Work $0
Structures $0
General Requirements $0
Contractor Overhead $0
Contractor Profit $0
Prevailing Wages $0
General Liability Insurance $0
Urban Greening $0
Other New Construction: (Specify) $0
Other New Construction: (Specify) $0
Other New Construction: (Specify) $0
Other New Construction: (Specify) $0
Other New Construction: (Specify) $0
Other New Construction: (Specify) $0
Total New Construction Costs $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
ARCHITECTURAL FEES
Design $40,000 $40,000
Supervision $0
Total Architectural Costs $40,000 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $40,000
Total Survey & Engineering $0
CONSTRUCTION INTEREST & FEES
Construction Loan Interest $0
Origination Fee $0
Credit Enhancement/Application Fee $0
Bond Premium $0
Cost of Issuance $0
Title & Recording $0
Taxes $0
Insurance $0
Employment Reporting $0
Other Construction Int. & Fees: (Specify) $0
Other Construction Int. & Fees: (Specify) $0
Other Construction Int. & Fees: (Specify) $0
Other Construction Int. & Fees: (Specify) $0
Total Construction Interest & Fees $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
PERMANENT FINANCING
Loan Origination Fee $0
Credit Enhancement/Application Fee $0
Title & Recording $0
Taxes $0
Insurance $0
Other Perm. Financing Costs: (Specify) $0
Other Perm. Financing Costs: (Specify) $0
Other Perm. Financing Costs: (Specify) $0
Other Perm. Financing Costs: (Specify) $0
Total Permanent Financing Costs $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Subtotals Forward $15,192,610 $355,000 $800,000 $150,000 $2,567,825 $0 $0 $0 $0 $0 $0 $19,065,435
LEGAL FEES
Legal Paid by Applicant $0
Other Attorney Costs: (Specify) $0
Other Attorney Costs: (Specify) $0
Other Attorney Costs: (Specify) $0
Total Attorney Costs $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Sources/Uses of Funds
USES OF FUNDS
Homekey
Award
City of San
Luis Obispo
Philanthropi
c
Wells Fargo
Homekey
accelerator
County of
San Luis
Obispo
Deferred
Developer
Fee
Total
Sources/Costs0
Private
Mortgage
Financing
Deferred
Costs0
Homekey Round 3 Application Page 15 of 43 Dev Budget
Rev 4/23/2023
Project Development Costs
Sources/Uses of Funds
USES OF FUNDS
Homekey
Award
City of San
Luis Obispo
Philanthropi
c
Wells Fargo
Homekey
accelerator
County of
San Luis
Obispo
Deferred
Developer
Fee
Total
Sources/Costs0
Private
Mortgage
Financing
Deferred
Costs0
RESERVES
Operating Reserve $307,802 $307,802
Replacement Reserve $0 $0
Rent Reserve $0
Other Reserve Costs: (Specify) $0
Other Reserve Costs: (Specify) $0
Other Reserve Costs: (Specify) $0
Total Reserve Costs $307,802 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $307,802
CONTINGENCY COSTS
Construction Hard Cost Contingency $499,245 $499,245
Soft Cost Contingency $115,000 $45,000 $160,000
Total Contingency Costs $614,245 $45,000 $0 $0 $0 $0 $0 $0 $0 $0 $0 $659,245
OTHER PROJECT COSTS
TCAC App/Allocation/Monitoring Fees $0
Environmental Audit $2,700 $2,700
Local Development Impact Fees $0
Permit Processing Fees $0
Capital Fees $0
Marketing $0
Furnishings $15,000 $15,000 $30,000
Market Study $0
Accounting/Reimbursable $0
Appraisal Costs $7,975 $7,975
Other Costs: Relocation consultant advising $5,000 $5,000
Other Costs: PNA $6,500 $6,500
Other Costs: Development consultants $15,000 $15,000
Other Costs: (Specify) $0
Other Costs: (Specify) $0
Other Costs: (Specify) $0
Total Other Costs $35,000 $0 $0 $0 $32,175 $0 $0 $0 $0 $0 $0 $67,175
SUBTOTAL PROJECT COST $16,149,657 $400,000 $800,000 $150,000 $2,600,000 $0 $0 $0 $0 $0 $0 $20,099,657
DEVELOPER COSTS
Developer Overhead/Profit $1,264,671 $164,329 $1,429,000
Consultant/Processing Agent $0
Project Administration $0
Broker Fees Paid to a Related Party $0
Construction Oversight by Developer $0
Other Developer Costs: (Specify) $0
Total Developer Costs $1,264,671 $0 $0 $0 $0 $164,329 $0 $0 $0 $0 $0 $1,429,000
Total Project Costs $17,414,328 $400,000 $800,000 $150,000 $2,600,000 $164,329 $0 $0 $0 $0 $0 $21,528,657
Applicant Comments
Homekey Round 3 Application Page 16 of 43 Dev Budget
Amount Description
Construction Committed?$17,414,328 State-HCD $17,414,328
Construction Yes Local $400,000
Construction Yes Local $800,000
Construction Yes Private $150,000
Yes Local $2,600,000
Construction Yes Private $164,329
$0
Equity Investor
$4,114,329 $21,528,657 0 $0
19.1%$21,528,657
Type Rate Type Due in (yrs)
Permanent Committed?$17,414,328 State-HCD $17,414,328
Permanent Yes Local $400,000 $0
Permanent Yes Local $800,000 $0
Permanent Yes Private $150,000 $0
Permanent Yes Local $2,600,000
Yes Private $164,329
Equity Investor
$4,114,329 $21,528,657 $0
19.1%$21,528,657
Yes
Applicant comments: Include a description of balloon payments and unusual or extraordinary circumstances that have resulted in higher than expected Project costs and provide a justification as to why these costs are
reasonable.
Wells Fargo Homekey accelerator
Deferred Developer Fee
Cost deferred to Permanent Conversion
"Article VII(xiv) "Enforceable Funding Commitment” means a letter or other document, in form and substance satisfactory to the Department, which evidences an enforceable commitment of funds or a reservation of funds by a Project funding
source, and which contains the following: a. The name of the Applicant; b. The Project name; c. The Project site address, assessor’s parcel number, or legal description; and d. The amount, interest rate (if any), and terms of the funding source.
The Enforceable Funding Commitment may be conditioned on certain standard underwriting criteria, such as appraisals, but may not be generally conditional. Examples of unacceptable general conditions include phrases such as “subject to
senior management approval,” or a statement that omits the word “commitment,” but instead indicates the lender’s “willingness to process an application” or indicates that financing is subject to loan committee approval of the Project.
Contingencies in commitment documents based upon the receipt of tax-exempt bonds or low-income housing tax credits will not disqualify a source from being counted as committed.
Note: Where local sources may be dependent upon future budget allocations or are in the process of being allocated, Applicants can demonstrate funding commitments by submitting one of the following:
i. An executed authorizing resolution from the governing body of the Local Public Entity describing the intent to commit the funds to the Eligible Project (by name) upon allocation approval, or
ii. A formal letter, on official letterhead, from the Local Public Entity’s governing body or from an official with authority, that demonstrates the Local Public Entity’s intent to commit funds to the Eligible Project (by name) upon allocation approval.
These funding commitments will be noted in the Homekey Standard Agreement.
File Name: EFC1, EFC2, EFCI3, etc. Documentation for the executed funding commitments (see below)Uploaded to HCD?
Permanent Sources of Funds
Required Debt Service AmountInterest Rate Repayment Terms
Total funds committed >
% funds committed >
Total Permanent Sources
Total Development Costs from Dev Budget
City of San Luis Obispo
Deferred Developer Fee
City of San Luis Obispo
Philanthropic
Wells Fargo Homekey accelerator
Philanthropic
*Deferred Costs (detail at right)
County of San Luis Obispo
Funding
Amount
Total funds committed >
Total Development Costs from Dev Budget
Homekey Capital Award+Homekey
Contribution+50% Relocation Costs
from 'Dev Budget' worksheet cell B125
Funding Committed by
Application Due Date?
Private Mortgage Financing
Deferred Costs
Source Name
(listed in order of lien priority)
% funds committed >
Source Type Lien
No.
Construction Period Sources of Funds
Development Sources
Total Construction Sources
Interest Rate Required
Payment
*Detail of Deferred CostsLoan Term
(months)
Homekey Capital Award+Homekey
Contribution+50% Relocation Costs
from 'Dev Budget' worksheet cell B125
Funding Committed by
Application Due Date?
Source Name
(listed in order of lien priority)Source Type Lien
No.
Funding
Amount
County of San Luis Obispo
Homekey Round 3 Application Page 17 of 43 Dev Sources
HCD Amount Requested
Amount
Actual
Amount
$13,300,000 $13,300,000 $13,300,000
$4,114,328 $4,114,328 $4,114,328
$17,414,328 $17,414,328 $17,414,328
Yes $1,943,942 $1,943,942 $1,943,942
No $0 $0 $0
$19,358,270 $19,358,270 $19,358,270
75 76
N/A
Monthly Amount
50 $1,400 $70,000
25 $1,000 $25,000
$95,000
Maximum
Homekey
Operating Amt.
Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10 Year 11 Year 12 Year 13 Year 14 Year 15 Total Applicant's
Operating Subsidy
$0
$0
$0
$0
Five Year Total
$1,943,942
Yes
Yes
Yes
Yes
Maximum
Homekey
Operating Amt.
15
60
0
0
0
Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10 Year 11 Year 12 Year 13 Year 14 Year 15 Total Applicant's
Rental Subsidy
$0.00 $945,360.00 $945,360.00 $945,360.00 $945,360.00 $945,360.00 $945,360.00 $945,360.00 $945,360.00 $945,360.00 $945,360.00 $945,360.00 $945,360.00 $11,344,320 2.50%
$0.00 $0 2.50%
$0.00 $0
$0.00 $0
Yes
Applicant Comments
§205 & §206 Maximum Program Award, Capital Funding Match, and Operating/Rental Subsidy Revenue
§205 Maximum Grant Amounts and Capital Match
2. Maximum Homekey Contribution (1:1 match) Award
Homekey Award including Capital (Baseline and Match), Operating Subsidy, and Relocation
1. Maximum Homekey Capital Award based on proposed population and proposed bedroom size
A. Total Maximum Homekey Capital Award (1 + 2)
Total qualifying monthly amount per unit
ii. Operating Subsidy
Source:
Operating Subsidy term (in years)
B. Homekey Operating Subsidy (lesser of Need Analysis and Max Homekey Amount)
$0
$0
0
0
Total proposed Project units from Unit Mix cell E21
if requested on 'Overview' worksheet cell S37 ('Dev Budget' worksheet cell L31)50% of Relocation Costs
Operating Subsidy term (in years)
ii. Operating Subsidy
Source: Funds Committed Operating Subsidy term (in years)0 $0Assisted Units receiving Operating Subsidy
Qualifying Homekey
subsidy yearsii. Operating Subsidy
Source:
Assisted Units receiving Operating Subsidy
Assisted Units receiving Operating Subsidy
Funds Committed Operating Subsidy term (in years)
0
0
File Name:Provide commitment of this non-HK operating subsidy that will be used to
maintain the ongoing affordability of the Project.
Provide commitment of this non-HK operating subsidy that will be used to
maintain the ongoing affordability of the Project.
File Name:Provide commitment of this non-HK operating subsidy that will be used to
maintain the ongoing affordability of the Project.
File Name:
Year 1
vii. Applicant acknowledges that the Department requires the Eligible Applicant to demonstrate a minimum five-year commitment to provide operating funds for the proposed project? The first two years of operating funds may
include an award from Homekey. Operating match may be obtained from any source, including any federal, state, local, private, or philanthropic source. Applicants are encouraged to consider Project Based Vouchers; Veterans Affairs
Supportive Housing (HUD-VASH) Vouchers; Faircloth to Rental Assistance Demonstration (RAD) conversions; Homeless Housing Assistance and Prevention Program (HHAP) funding; Permanent Local Housing Allocation (PLHA)
funding; and HOME-ARP funding.
Note: The preceding list of potential match sources is not exhaustive. Eligible Applicants will have an opportunity to discuss the match requirements and potential match sources during the pre-application consultation.
§304 Application Scoring Criteria (1)(b)(i) and (ii)
1(b)(i). Applicant contribution of non-Homekey Enforceable Funding Commitments for operating subsidies, including, but not limited to, Project-Based Vouchers, VASH vouchers, Faircloth to RAD conversions, tenant-based vouchers, or locally
funded
rental assistance.
1(b)(ii). The length and strength of non Homekey operating funding leveraged to cover operating costs committed beyond the required five (5) years of initial Project operations. Score is based on weighted commitment type, percentage of costs
covered, and length of commitment.
If applicable, from rows 46-62 below, please enter funds commitment status, rental subsidy term, rental subsidy amount (Y1 -Y15), and rental subsidy status.
Uploaded to HCD?
Provide a letter of support from the applicable housing authority confirming the need for an operating award and
evidencing why other subsidies, such as Project-based vouchers (PBVs), are not available. The Housing
Authority Support for Homekey Operating Subsidy template can be found on the Homekey website.
Uploaded to HCD?
0
0
Uploaded to HCD?
Uploaded to HCD?
iii. Applicant acknowledges operating awards are determined based on need, exclusive of any debt service. The amounts and durations referenced in (i) and (ii) above represent maximums.
Operating Subsidy: Need
Analysis
File Name:Provide commitment of this non-HK operating subsidy that will be used to
maintain the ongoing affordability of the Project.Uploaded to HCD?
Year 2 Year 3 Year 4 Year 5
$647,827
vi. Applicants acknowledges the Homekey-funded portion of the operating award must be disbursed by HCD by June 30, 2025 and expended by the Grantee by June 30, 2026, with the Grantee establishing a capitalized operating
subsidy reserve and disbursing the funds as outlined in this NOFA. No extensions will be granted on the Grantee expenditure deadline for the operating award?
Operating subsidy source (rolls to
'Cash Flow' worksheet, rows 14-
16)
Funds Committed
Funds Committed
if requested in 'Overview' worksheet cell S38
i(a). Assisted Units reserved for those experiencing Chronic Homelessness, for Homeless Youth, or for Youth at Risk of
Homelessness from Unit Mix cells V21 + X21
Maximum Homekey Program Award (Capital plus Operating Subsidy plus Other) (A + B)
ii. Operating Subsidy
Source:
Monthly amount per uniti(b). All other Assisted Units from Unit Mix cells U21+ W21
0
Capital Award based on how many Assisted Units from Unit Mix cell Y21
§206 Operating Subsidies and Match
ii. The total duration of the operating subsidy (as described in i. above) is tied to the amount of the Applicant’s matching funds, and is limited as follows:
a. If Projects can demonstrate a commitment of three years of non-Homekey operating funds for Assisted Units, the Department will provide an operating subsidy sized for two years.
b. If Projects can demonstrate a commitment of four or more years of non-Homekey operating funds for Assisted Units, the Department will provide an operating subsidy sized for three years.
If applicable, from rows 19-35 below, please enter operating subsidy source, funds commitment status, operating subsidy term, operating subsidy amount (Y1 -Y15), and operating subsidy status.
If your Project has rental subsidies, complete rows 46 - 62 below:
File Name Funding Limit Exemption Form Uploaded to HCD?
Monthly amount per unit
Operating Subsidy: Maximum Homekey Amount
$0Assisted Units receiving Operating Subsidy
HA Support for Homekey Operating SubsidyFile Name:
v. If requesting an operating subsidy, upload a letter of support from the applicable Housing Authority confirming the need for an operating subsidy and evidencing why other subsidies, such as Project Based Vouchers, are not available.
'Cash Flow' worksheet $635,347 $0 $0$660,768
iv. Applicant acknowledges that operating awards may pay for a Project’s necessary, recurring Operating Expenses in an amount approved by the Department. Qualifying expenses include utilities, maintenance, management fees,
taxes, licenses, and Supportive Services costs, but not debt service or required reserve account deposits. Operating Expenses should be included in the Project’s submitted budget?
File Name:Rental Subsidy Program #4 Name Provide commitment of this non-Homekey rental subsidy that will be used to
maintain the ongoing affordability of the Project.Uploaded to HCD?
The committed HASLO PBV rental subsidy will not begin until year 4.
File Name: Uploaded to HCD?
Provide commitment of this non-Homekey rental subsidy that will be used to
maintain the ongoing affordability of the Project.
Rental Subsidy Program #2 Name
File Name:Rental Subsidy Program #3 Name Provide commitment of this non-Homekey rental subsidy that will be used to
maintain the ongoing affordability of the Project.Uploaded to HCD?
Provide commitment of this non-Homekey rental subsidy that will be used to
maintain the ongoing affordability of the Project.
HASLO PBV
Rental subsidy program (rolls to
'Cash Flow' worksheet, rows 8-11)
HASLO PBV
Rental Subsidy Program #2 Name
File Name: Sustained source Uploaded to HCD?
Rental Subsidy term (in years)
Rental Subsidy Program #3 Name
Rental Subsidy Program #4 Name
Rental Subsidy
from 'Unit Mix cell Q3
Rental Subsidy Program #3 Name Funds Committed Rental Subsidy term (in years)
Funds Committed
Yes
Assisted Units Receiving Rental Subsidy
0
Rental Subsidy term (in years)
Assisted Units Receiving Rental Subsidy 3
If total Department sources exceed $35 million, a request for exemption to the per Project funding limit is required. The
Funding Limit Exemption Form can be found on the Homekey website.
$0Assisted Units Receiving Rental Subsidy
Rental Subsidy
from 'Unit Mix cell S3
Rental Subsidy Program #4 Name Funds Committed Rental Subsidy term (in years)0 $0Assisted Units Receiving Rental Subsidy
Qualifying Homekey
subsidy years
0
$3,420,000
$0
Rental Subsidy
from 'Unit Mix cell M3
Rental Subsidy
from 'Unit Mix cell O3
HASLO PBV
Rental Subsidy Program #2 Name
Funds Committed
Homekey Round 3 Application Page 18 of 43 Award, Match, and Revenue
Comments
No. FTE Employee Job Title Salary/Wages Value of Free Rent
On-Site Manager(s) $55,000 $0
On-Site Assistant Manager(s) $50,000 $0
Supportive Services Staff Supervisor(s) $0
Supportive Services Coordinator, On-Site $0
Other Supportive Services Staff (inc. Case Manager) $294,691
On-Site Maintenance Employee(s) $50,000 $0
On-Site Leasing Agent/Administrative Employee(s) $0 $0
On-Site Security Employee(s) $0 $0
Other Supportive Services Costs: (specify) $0 $0
Other Supportive Services Costs: (specify) $0 $0
Other Supportive Services Costs: (specify) $0 $0
Other Supportive Services Costs: (specify) $0 $0
Total Salaries and Value of Free Rent Units $449,691 $0
6711 Payroll Taxes $21,130
6722 Workers Compensation $12,430
6723 Employee Benefits $62,148
Employee(s) Payroll Taxes, Workers Comp. & Benefits $95,708
Total Employee(s) Expenses $545,399
Job Title(s) of Employee(s) Living On-Site Unit Type
(No. of bdrms.)Square Footage
0
Revenue - Income Residential Commercial Comments
Rent Revenue - Gross Potential $0
Restricted Unit Rents $263,220
Unrestricted Unit Rents $0
Tenant Assistance Payments
HASLO PBV $0
Rental Subsidy Program #2 Name $0
Rental Subsidy Program #3 Name $0
Rental Subsidy Program #4 Name $0
0 $0 $0
0 $0 $0
0 $0 $0
0 $0 $0
Laundry and Vending Revenue $0
Garage and Parking Spaces $0 $0
Interim Housing Revenue $0 $0
$263,220 $0
Vacancy Rate: Restricted Units 5.0%
Vacancy Rate: Unrestricted Units 5.0%
Vacancy Rate: Tenant Assistance Payments 5.0%
Vacancy Rate: Laundry & Vending & Other Income 5.0%
Vacancy Rate: Commercial Income 50.0%
Vacancy Loss(es) $13,161 $0
$250,059 $0
Expenses Residential Commercial Comments
Administrative Expenses: 6200/6300
Conventions and Meetings $200 $0
Advertising and Marketing $150 $0
Other Renting Expenses $0 $0
Office/Administrative Salaries -- from above $0 $0
Office Expenses $7,500 $0
Office or Model Apartment Rent $0 $0
Management Fee $72,900 $0
Site/Resident Manager(s) Salaries -- from above $105,000 $0
Effective Gross Income (EGI)
Calle Joaquin Homekey
Rev 4/23/2023 Year 1 Annual Income and Expenses
Employee Information
Employee Units
Income
Limit
Show free rent as an
expense?
Total Square Footage
6250
6310
Acct. No.
6203
6210
5990
Year 1 Annual Operating Budget
Acct. No.
5910
5120/5140
5170
6311
6312
6320
6330
Gross Potential Income (GPI)
5220/5240
5121
Homekey Round 3 Application Page 19 of 43 Operating
Calle Joaquin Homekey
Rev 4/23/2023 Year 1 Annual Income and Expenses
Administrative Free Rent Unit -- from above $0 $0
Legal Expense -- Project $10,500 $0
Audit Expense $8,500 $0
Bookkeeping Fees/Accounting Services $8,550 $0
Miscellaneous Administrative Expenses $7,560 $0
Common space internet, software licenses
Total Administrative Expenses $220,860 $0
Expenses Residential Commercial Comments
Utilities Expenses: 6400
Electricity $10,198 $0
Water $12,165 $0
Gas $3,000 $0
Sewer $11,505 $0
Other Utilities: $0
Total Utilities Expenses $36,868 $0
Operating and Maintenance Expenses: 6500 Comments
Payroll -- from above $50,000 $0
Supplies $48,300 $0
Janitorial, cleaning, grounds supplies
Contracts $7,500 $0
Pest control
Operating & Maintenance Free Rent Unit -- from above $0 $0
Garbage and Trash Removal $10,000 $0
Security Contract $20,000 $0
6531 Security Free Rent Unit -- from above $0 $0
Heating/Cooling Repairs and Maintenance $7,700 $0
Repairs and supplies
Snow Removal $0 $0
Vehicle & Maintenance Equipment Operation/Reports $0 $0
Miscellaneous Operating and Maintenance Expenses $59,938 $0
Fire & safety; key & lock; general repairs;turnover;roof
Total Operating & Maintenance Expenses $203,438 $0
Taxes and Insurance: 6700 Comments
Real Estate Taxes $800 $0
Franchise tax board annual filing fee
Payroll Taxes (Project's Share) -- from above $21,130 $0
Property and Liability Insurance (Hazard) $30,000 $0
Other Insurance (e.g. Earthquake) $0 $0
Fidelity Bond Insurance $41 $0
Worker's Compensation -- from above $12,430 $0
Health Insurance/Other Employee Benefits--from above $62,148 $0
Miscellaneous Taxes, Licenses, Permits & Insurance $3,000 $0
Professional liability
Total Taxes and Insurance $129,549 $0
Supportive Services Costs: 6900 Comments
Staff Supervisor(s) Salaries - from above $0 $0
Services Coordinator Salaries, On-Site - from above $0 $0
Other Supportive Services Staff Salaries - from above $294,691 $0
Supportive Services Admin Overhead $0 $0
Tenant Transportation (per SSP)$0 $0
Staff training (per SSP)$0 $0
Equipment $0 $0
Supplies $0 $0
Travel $0 $0
Office Rent/Occupancy Costs (don't include rent/leasing
costs for SH units)$0 $0
Training $0 $0
Other Supportive Services Costs: (specify) $0 $0
Other Supportive Services Costs: (specify) $0 $0
Total Supportive Services Costs $294,691 $0
6990
6990
6990
6990
6990
6570
6590
6720
6700T
6990
6990
6990
6990
6990
6729
6721
6722
6723
6790
6500T
6710
6520
6521
6525
6450
6451
6452
6453
6990
6990
6990
6530
6331
6340
6510
6351
6390
6263T
Acct. No.
6350
6548
6400T
6711
6900T
6546
6515
Homekey Round 3 Application Page 20 of 43 Operating
Calle Joaquin Homekey
Rev 4/23/2023 Year 1 Annual Income and Expenses
Total Operating Expenses $885,406 $0 Comments
Funded Reserves: 7200 Residential Commercial
Required Replacement Reserve Deposits $38,000 $0
Other Reserves: (specify) $0 $0
Other Reserves: (specify) $0 $0
Other Reserves: (specify) $0 $0
Total Reserves $38,000 $0
Ground Lease Residential Commercial
Ground Lease $0 $0
$0 $0
($673,347)$0
Financial Expenses: 6800 Comments
1st Mortgage Debt Service $0 $0
2nd Mortgage Debt Service $0 $0
3rd Mortgage Debt Service $0 $0
Misc. Financial Expenses: (specify) $0 $0
Misc. Financial Expenses: (specify) $0 $0
Misc. Financial Expenses: (specify) $0 $0
Misc. Financial Expenses: (specify) $0 $0
Total Financial Expenses $0 $0
($673,347)$0
Asset Management/Similar Fees $0 $0
Applicant Comments
6890
6800T
6890
Cash Flow
Total Ground Lease
Net Operating Income
6890
7190
6890
7210
7220
7230
7240
6820
6830
6840
Homekey Round 3 Application Page 21 of 43 Operating
Rev 4/23/2023
0
Income From Housing Units Inflation Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10 Year 11 Year 12 Year 13 Year 14 Year 15
2.5% 263,220 269,801 276,546 283,459 290,546 297,809 305,255 312,886 320,708 328,726 336,944 345,367 354,002 362,852 371,923
2.5% 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
2.5% 0 0 0 945,360 945,360 945,360 945,360 945,360 945,360 945,360 945,360 945,360 945,360 945,360 945,360
2.5% 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
2.5% 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
2.5% 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Gross Potential Income - Housing 263,220 269,801 276,546 1,228,819 1,235,906 1,243,169 1,250,615 1,258,246 1,266,068 1,274,086 1,282,304 1,290,727 1,299,362 1,308,212 1,317,283
2.5% 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
2.5% 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
2.5% 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Gross Potential Income - Other 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
263,220 269,801 276,546 1,228,819 1,235,906 1,243,169 1,250,615 1,258,246 1,266,068 1,274,086 1,282,304 1,290,727 1,299,362 1,308,212 1,317,283
5.0% 13,161 13,490 13,827 14,173 14,527 14,890 15,263 15,644 16,035 16,436 16,847 17,268 17,700 18,143 18,596
5.0% 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
5.0% 0 0 0 47,268 47,268 47,268 47,268 47,268 47,268 47,268 47,268 47,268 47,268 47,268 47,268
5.0% 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
50.0% 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Total Vacancy Loss 13,161 13,490 13,827 61,441 61,795 62,158 62,531 62,912 63,303 63,704 64,115 64,536 64,968 65,411 65,864
250,059 256,310 262,718 1,167,378 1,174,110 1,181,011 1,188,084 1,195,334 1,202,765 1,210,381 1,218,189 1,226,191 1,234,394 1,242,801 1,251,419
3.5% 461,166 477,307 494,013 511,303 529,199 547,721 566,891 586,732 607,268 628,522 650,520 673,288 696,853 721,243 746,487
2.0% 129,549 132,140 134,783 137,478 140,228 143,033 145,893 148,811 151,787 154,823 157,920 161,078 164,299 167,585 170,937
0.0% 294,691 294,691 294,691 294,691 294,691 294,691 294,691 294,691 294,691 294,691 294,691 294,691 294,691 294,691 294,691
0.0% 38,000 38,000 38,000 38,000 38,000 38,000 38,000 38,000 38,000 38,000 38,000 38,000 38,000 38,000 38,000
3.5% 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
3.5% 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
3.5% 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
923,406 942,138 961,486 981,472 1,002,118 1,023,444 1,045,475 1,068,234 1,091,746 1,116,036 1,141,131 1,167,057 1,193,844 1,221,520 1,250,115
(673,347) (685,827) (698,768)185,906 171,993 157,567 142,609 127,100 111,019 94,345 77,058 59,134 40,550 21,281 1,304
Ground Lease
Commercial Expenses
Net Operating Income
Total Expenses & Reserves
Real Estate Taxes
Supportive Services Costs
Replacement Reserve
Other Reserves
Commercial Income
Residential Exp. (w/o Real Estate Taxes &
Sup. Services)
Restricted Units
Unrestricted Units
Tenant Assistance Payments
Laundry/Vending/Other Income
Gross Potential Income - Total
Effective Gross Income
Commercial Income
Operating Expenses & Reserve Deposits
Vacancy Assumptions
Other Income
0
Unrestricted Unit Rents
Tenant Assistance Payments
HASLO PBV
Rental Subsidy Program #2 Name
0
Laundry & Vending
Other Income
Operating Subsidies
Rental Subsidy Program #3 Name
Rental Subsidy Program #4 Name
0
0
Cash Flow Analysis
Calle Joaquin Homekey
Income from Restricted Units will be based on Proposed Rents.Proposed Rents
Restricted Unit Rents
Homekey Round 3 Application Page 22 of 43 Cash Flow
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
3.0% 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
3.0% 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
3.0% 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
3.0% 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0
38,000 38,000 38,000 38,000 38,000
(635,347) (647,827) (660,768)223,906 209,993 157,567 142,609 127,100 111,019 94,345 77,058 59,134 40,550 21,281 1,304
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
3.0% 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0
(673,347)
38,000 38,000 38,000 38,000 38,000 38,000 38,000 38,000 38,000 38,000 38,000 38,000 38,000 38,000 38,000
Required Debt Service 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Total Reserve Expenses and Debt 38,000 38,000 38,000 38,000 38,000 38,000 38,000 38,000 38,000 38,000 38,000 38,000 38,000 38,000 38,000
Reserve Exp. and Debt unpaid 38,000 38,000 38,000 38,000 38,000 38,000 38,000 38,000 38,000 38,000 38,000 38,000 38,000 38,000 38,000
1,943,942
Homekey Operating Subsidy Draw*635,347 647,827 660,768 0 0
0 0 (0)223,906 209,993 157,567 142,609 127,100 111,019 94,345 77,058 59,134 40,550 21,281 1,304
0 0 (0)223,906 209,993 157,567 142,609 127,100 111,019 94,345 77,058 59,134 40,550 21,281 1,304
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
1,308,595 660,768 0 0 0 0 0 0 0 0 0 0 0 0 0
Applicant Comments:
1st Mortgage Debt Service
Debt Service
Bridge Loan (repaid from Investor equity)
2nd Mortgage Debt Service
3rd Mortgage Debt Service
Misc. Financial Expenses: (specify)
Misc. Financial Expenses: (specify)
Reserves & Debt (not payable by HK Op Subsidy)
Subsidy needed to get to 1.1 DSCR
Misc. Financial Expenses: (specify)
Misc. Financial Expenses: (specify)
Asset Mgmt./ Similar Fees
Max Asset Mgmt/Similar Fees
Target NOI to get to 1.1 DSCR
Total Required Debt Service
Cash Flow after all debt service
Debt Service Coverage Ratio (DSCR)
Cash Flow After Debt Service - HCD Projects
Income Sources to cover Debt Service &
Reserves (not payable by HK Op Subsidy):
Debt Service Source:
Reserves Source:
Excess Cash Flow
Reserve Expenses
Cash Flow after HK Op Subsidy draw
NOI after all draws
*HK Op Subsidy balance after draws
DSCR with Homekey draws
Homekey Operating Subsidy amount
Homekey Round 3 Application Page 23 of 43 Cash Flow
§300(iii) Supportive Services Plan (SSP)Rev 4/23/2023
Part I. Tenant Selection
§502 asks for a detailed description of the Tenant Selection process. Using the titled sections below, the narrative should be as specific as possible, delineating the roles of property management and the
support service provider and how these functions will be coordinated. Your description should clearly and conclusively document processes to ensure compliance with the Homekey Round 3 NOFA for Tenant
Selection and Housing First Practices.
Section 1: Tenant Selection Criteria
Target Population and Eligibility Criteria
Yesa. Do you use Housing First Practices?
e. Identify all disclosures that will be provided to applicants/tenants. Example: Megan's Law disclosures, HMIS reporting, etc.
Disclosures provided to residents are: House Rules, Fires Safety Addendum, Smoke Free Lease Addendum, Mold Notification, Renter's Insurance, Policy of Installation of Satellite Dishes, Violence Policy,
ADA Accessible Unit, Notice of Restrictions for Airport and Railroad Tracks, Safe Harbor Emergency Procedures, and Megan's Law Disclosure.
The following addresses the required use of the Coordinated Entry System (CES) for all referrals into Homekey Assisted Units or an alternate comparable prioritization system for those At Risk of
Homelessness based on greatest need. Note that use of standard waiting lists is prohibited, in that both of these systems must prioritize referrals based on highest acuity needs, rather than first-come first
served.
a. Describe how the local CES will be used to fill Homekey Assisted Units based on the use of a standardized assessment tool which prioritizes those with the highest need and the most barriers to housing
retention. Include the CES agency’s name, primary staff person’s name, and contact information. If the local CES is not yet operational, describe when it'll be established and the plan to use it.
PSHH will work to ensure units target those with the highest needs within the CES prioritization framework. The local CES's process for intake is a two step process that begins with a standardized Prevention
and Diversion tool to assess intensity of services and/or housing that may be required for treatment. If an individual is determined to need a higher level of service, they will then be evaluated and prioritized
based on the indivdual's responses to the Vulnerability Index-Services Prioritization Decision Assistance Tool (VI-SPDAT). As such, PSHH will be able to screen potential residents who have been assessed
with the Prevention and Diversion Tool, but may not need the VI-SPDAT. PSHH will employ the same practice in the case of vacancies if the project wait list is exhausted. Lauryn Searles, Coordinated Entry
System Coordinator, Community Action Partnership of San Luis Obispo is the CES contact. Her phone number is (805) 544-4004 and her e-mail address is lsearles@capslo.org.
b. If using a separate comparable prioritization system than CES to refer persons At Risk of Homelessness describe that system. All referral protocols for Homekey Assisted Units must be developed in
collaboration with the local CoC and implemented consistent with the requirements set forth in the Homekey NOFA.
b. Describe the criteria that will be used to ensure that tenants are eligible to occupy the Homekey Assisted Units.
Applicants will be eligible for Homekey units based on household income and status of being homeless as determined by the local Coordinated Entry System (CES). All resid units will have a maximum income
limit of 30% AMI but rents will be underwritten at lower levels. Twenty 20 units will be set aside for Chronic Homelessness; 20 for households at-risk of homelessness; 30 for Homeless/At-Risk Youth.
Residents will be screened for homelessness using the definition set forth under the federal Continuum of Care Program, at 24 CFR Part 578.3.
c. Description of the Target Population to be served, and identification of any additional subpopulation target or occupancy preference for the Project. (all sub-population targeting must be approved by HCD
prior to standard agreement issuance and must be consistent with federal and state fair housing requirements).
The Calle Joaquin Homekey project is being developed to provide permanent supportive housing opportunities for homeless families and individuals and homeless/at-risk of homelessness youth. Twenty 20
units will be set aside for Chronic Homelessness; 20 for households at-risk of homelessness; 30 for Homeless/At-Risk Youth.
d. Describe any additional eligibility criteria other than those indicated above, i.e., information needed to determine if the tenant can comply with lease terms. NOTE: Selection criteria designed to assess
anything other than the ability to comply with lease terms generally run afoul of fair housing laws designed to protect equal access to housing for people with disabilities. See Between the Lines, A Question and
Answer Guide on Legal Issues in Supportive Housing Chapter 4.
N/A
Yes
Yes
Yes
2. The project does everything possible not to reject an individual or family based on poor credit or financial history, poor or lack of rental history, minor criminal convictions, or behaviors that are
interpreted as indicating a lack of “housing readiness.”
N/A
Section 3: Housing First Certification §501
The Eligible Applicant shall certify to employ the core components of Housing First, as set forth at Welfare and Institutions Code §8255, subdivision (b), in its property management and tenant selection
practices. Complete the checklist below to certify compliance with Housing First.
Tenant Screening
Yes1. If the project cannot serve someone, it works through the coordinated entry process to ensure that those individuals or families have access to housing and services elsewhere.
Part II. Supportive Services Detail
If already identified, list the supportive service provider (s) for the Target Population and any proposed sub-populations to be served by the Project. If more than one Provider will be offering services, describe
how services will be coordinated.
Provider Name Populations the Provider will serve Services Provider will offer
People's Self-Help Housing Corporation Chronically homeless and homeless households case mgmt; peer supp acts; ment hlth care; benefits
counsing/advoc/assist; daily living/hsg retention skills; ed & emplymt svcs;
rec/soc act's; refs to oth svcs as needed/requested by resident
1. Substance use in and of itself, without other lease violations, is not considered a reason for eviction.
2. Tenants in supportive housing are given reasonable flexibility in paying their share of rent on time and offered special payment arrangements for rent arrears and/or assistance with financial
management, including representative payee arrangements.
3. Every effort is made to provide a tenant the opportunity to transfer from one housing situation, program, or project to another if tenancy is in jeopardy. Whenever possible, eviction back into
homelessness is avoided.
4. Program Requires Housing Providers to Provide Tenants with Leases and Reflects Tenants’ Rights & Responsibilities Of Tenancy Under CA Law (including eviction protections).
Section 2: Referrals
Section 1: Supportive Services Provider Information
3. Access to the project is not contingent on sobriety, minimum income requirements, lack of a criminal record, completion of treatment, participation in services, or any other unnecessary condition
not imposed by the terms of the funding itself.
4. People with disabilities are offered clear opportunities to request reasonable accommodations within applications and screening processes and during tenancy. Building and units include physical
features that accommodate disabilities.
Yes
Yes
Yes
1. If serving youth experiencing homelessness, services use a positive youth development model and culturally competent services to engage with tenants.
2. Services are informed by a harm-reduction philosophy that recognizes that substance use/ addiction are a part of some tenants’ lives. Tenants are engaged in non-judgmental communication
regarding substance use and are offered education regarding safer practices and how to avoid risky behaviors.
3. Case managers and service coordinators who are trained in and actively employ evidence-based practices for client engagement, including, but not limited to, motivational interviewing and client-
centered counseling.
4. Participation in services or compliance with service plans are not conditions of tenancy but are reviewed with tenants and regularly offered as a resource to tenants. Housing and service goals and
plans are highly tenant driven.
Yes
Yes
Yes
Housing Permanency
Yes5. Supportive services emphasize engagement and problem-solving over therapeutic goals.
Yes
Housing-Based Voluntary Services
Homekey Round 3 Application Page 24 of 43 Supportive Services Plan
§300(iii) Supportive Services Plan (SSP)Rev 4/23/2023
Mental health care
Masters level clinicians are trained and qualified to provide the
vast majority of mental health care services. However, for
matters requiring specialized care beyond the scope of the
clinician, referrals will be offered as needed.
minimum once/week
or more frequently as
needed by resident
8-5pm PSHH
Physical health services
4.8 miles to the SLO - Casa Community Health Center
clinic at 77 Casa Street, SLO, CA 93401.
Assistance obtaining
benefits and essential
documentation
SLO Casa Community
Health Center
PSHH
Community Health Centers, a nonprofit dedicated to serving
low-income communities will provide: preventative health care,
preseriptions, primary care, pediatrics, immediate care, dental,
and lab services as often as needed.The SLO-Casa CHC
location offers primary care, behaviorial health, chiropractic,
and health education services.
as needed by
resident
M-Th 8am -
7pm; Fri 8am -
6pm; Sat 9am -
5pm
PSHH staff is well-versed with the financial resources avaliable
for low-income/formerly homeless individuals.
minimum once/week
or more frequently as
needed by resident
8-5pm
5 Cities Homeless Coalition Homeless/at risk youth Homeless youth mentoring and case management; educational and
career support; mental and behavioral health referrals; food and
immediate needs; applications for governent benefits.
Describe any known conflicts and/or the mitigation strategy for when Homekey funding or other program requirements conflict with Housing First practices, as applicable.
No known conflicts. Homekey funding requires adherence to Housing First practices.
If your tenants and participants include minor children and/or adult dependents of Homekey Tenants, describe any additional criteria that will be used to ensure applicants are eligible to occupy the Homekey
Assisted Units.
Outreach materials will refer to the avaliability of units for prospective tenants who have minor children and/or adult dependents and meet occupancy requirements.
Section 2: Supportive Services Chart
Required Services: List and describe all services as required in §300 to be offered to tenants of the Homekey Assisted Units.
Resident Service Off-site Service Location
List each service
separately
If service is on-site, leave blank. Enter distance, in
miles, to off-site service and list resident
commuting options. Reasonable access is access
that does not require walking more that one-half
mile.
Service Provider
Provide the
hours of
availability
Provider's Name
HoursFrequencyService Description
Describe service, including the degree to which services
are provided.
Frequency of
services provided
Case management
Behavioral health services
PSHH
PSHH
Clinical case management services are provided by masters
level clinicians as often as needed.
minimum once/week
or more frequently as
needed by resident
8-5pm
Masters level clinicians are trained and qualified to provide the
vast majority of mental health care services. However, for
matters requiring specialized care beyond the scope of the
clinician, referrals will be offered as needed.
minimum once/week
or more frequently as
needed by resident
8-5pm
Substance use services
Outpatient substance use services are avaliable at the walk-in
clinic in San Luis Obispo. Services include screening,
treatment planning, psychotherapy, medication services,
psychiatry, and case management. All residents of San Luis
Obispo County are elligible for this service. After a resident is
initially screened and assessed, a treatment plan tailored to
the individual will be developed and implemented. Services are
avaliable as-needed.
minimum once/week
or more frequently as
needed by resident
Mondays - 8am
- 11am & 1pm -
4pm
SLO County Drug &
Alcohol Services
22 miles to SLO County Drug & Alcohol walk-in clinic
located at 3556 El Camino Real Atascadero, CA
93442. Residents can be provided a ride by PSHH
social services staff and/or cover the cost of ride-
on/dial-a-ride services which offer ADA accessible
community bus and van transportation to vulnerable
populations.
Peer support activities
Homekey Round 3 Application Page 25 of 43 Supportive Services Plan
§300(iii) Supportive Services Plan (SSP)Rev 4/23/2023
Education and
employment services
Other services, such as
housing retention skills,
legal assistance, family
connection services, etc.
PSHHStaff will provide residents who may be interested in pursuing
an education with a list of resources they are elligible for and
will provide assistance in filling out any necessary applications
as needed. PSHH provides educational services such as
computer literacy, financial literacy, and hosts various
workshops on health, safety, and wellness. The community
room and educational learning center will provide a physical
space for special needs residents to engage in learning
amongst other members of the community. Classes,
minimum once/week
or more frequently as
needed by resident
8-5pm
PSHH workers are trained to assist residents with improving
life skills and make referrals when assistance is needed with
activities of daily living. PSHH case management services
includes referrals to these services on an as-needed basis as
approrpiate for residents.
8-5pm
Section 3: Supportive Services Coordination
1. Describe the accessibility of community services to which you propose linkages, whether they are on-site or in close proximity to the Project, and the frequency, travel time and cost to the tenant for
transportation required to access the services to include both public transportation and private transportation services (e.g. van owned by the provider). If available, provide documentation, in the form of
Memorandum of Understanding, Memorandum of Agreement, letters of support or contracts demonstrating who will be responsible for ensuring access to services and how accessibility will be accomplished.
Documentation for commitment of services are provided in the section above. For services provided by a third-party as a linkage, the requested information is as follows: 1) Physical Health Care Provider:
Community Health Center; Hours of Operation: Varies depending on services but generally, most services are avaliable Monday through Friday between 8am and 5pm; Frequency: as physical health
prevention or direct needs arise; Travel time: 4 min by car and/or bus/10-min bike/20 minute walk. 2) Substance Use Services Provider: SLO County Drug & Alcohol Services; Hours of Operation: Tuesday 8-
11am, Wednesday 2:30-530pm, Friday 8am-11am; Frequency: as residents voluntarily choose to engage in services; Travel time: 32 minutes by car. PSHH staff will provide transportation utilizing the $3,000
dedicated from project operations for this purpose.2. Describe how the supportive services will be provided in a manner that is culturally and linguistically competent for persons of different races, ethnicities, sexual orientations, gender identities, and gender
expressions. This includes explaining how services will be provided to Homekey tenants who do not speak English, or have other communication barriers, including sensory disabilities, and how
communication among the services providers, the property manager and these tenants will be facilitated. Additionally, describe how services will accommodate trauma-based, barriers to services. If available,
provide documentation, in the form of Memorandum of Understanding, Memorandum of Agreement, letters of support or contracts demonstrating who will be responsible for ensuring access to services and
how accessibility will be accomplished.
Cultural competency is an important part of the PSHH service model with varied racial, religious, sexual, and gender identities throughout PSHH's multifamily properties. For example, when formulating a
treatment plan, PSHH staff use the cultural competency lens to cater treatment to the individual's life experiences, identities, beliefs, or preferences. It is critically important that PSHH does not engage in a one-
size-fits-all approach and as such, cultural competency is required to get people the help that they need. Through annual trauma-informed care training, staff are able to understand, recognize, and respond to
all types of trauma. While it is challenging to generally articulate a strategy for trauma-informed care since this approach will vary based on a client's specifc trauma and needs, PSHH staff utilize a trauma-
informed approach to better navigate the socio-behaviorial and cognitive challenges that individuals face as the result of trauma and incorporate this understanding directly into client care. PSHH staff will work
Part III. Staffing
Other Residential
Services:
Other Residential
Services (specify)
PSHH
5chc
A PSHH property management employee will be available to
respond to overnight emergencies, via a PSHH answering
service and on call system with PSHH staff.
7pm-8am
5 Cities Homeless Coalition will provide case management to
homeless/at risk youth.
minimum once/week
or more frequently as
needed by resident
8-5pm
3. Describe how you will engage with tenant and/or participant to encourage voluntary participation in services as well as in community building, such as resident councils or similar forums. Included a
description of tenant/participant outreach, engagement and retention strategies to be used.
Engagement activities have been found to be most successful if they are done where the residents live, as they are most comfortable in their home setting and it eliminates transportation barriers. Classes,
health services, and community engagement events will take place on-site and the social worker will build strong relationships with outside service providers to promote collaboration. Examples of on-site
engagement opportunities include, but are not limited to: food distribution, annual flu clinics, health insurance benefits counseling, fall prevention classes, and holiday potlucks. The on-site social worker and
property manager will have an "open door" policy that will encourage meaningful input regarding building operations from residents. They will build rapport and one-on-one relationships with residents that help
make them more comfortable to participate in community life. A suggestion box open for comment will also be available for anonymous input. Property management will hold tenant meetings with an open
Title Minimum requirements
Total
FTE:3.75 Employing Organization Location
Section 1a: Staffing Description
Describe the overall staffing pattern, including the roles and responsibilities for each position listed in the Staffing Chart below. List the target populations served through each position.
PSHH Case Managers/Social Workers are well versed in the collaboration required to maximize efficiency with delivery of services. They will serve as the "spoke" that manages all of the services and needs
of a resident through regular meetings with property management to ensure that the emotional and physical needs of a client are being met. Clear delineation of authority and roles is incredibly important for
property operation. The case managers serve all of the target populations: chronically homeless; homeless or at-risk of homelessness youth; and at-risk of homelessness.
Section 1b: Staffing Chart
List all staff positions that will provide services to the tenants of the Homekey Assisted Units. Include any staff positions of partnering organizations who have committed time to the Project. Include the services
coordination staff. For each position, list the position title, minimum requirements, the full-time equivalent (FTE), the organization under which the position resides, and the location of the position (on-site or off-
site). Do not include staff which serve non-Homekey Units and supervisors, peer support positions, or HMIS Administration positions. If a staff position serves both tenants in Homekey and non-Homekey units,
include only that portion (i.e., % FTE) of the staff position dedicated to Homekey Assisted Units. Attach a copy of each positions duty statement, if these documents are available.
NOTE: Indicate which staff position will be responsible for Homeless Management Information System data entry and CoC coordination.
List each staff
position List minimum required staff preparation include (education & experience).
Indicate FTE staff
positions for
Homekey units (half-
time is 0.5)
List which organization will
employ each staff position
Select "On-
Site" or "Off-
Site"
Case Manager
Social Workers/Case Workers have a related Masters degree or higher in social work (MSW), psychology,
Marriage and Family Therapy (MFT), Professional Clinical Counseling (PCC) or another relevant field and have
worked with homeless individuals. PSHH commits to 1 FTE pursuant to HCD required ratio of 20:1 for chronically
homeless households and 0.75 FTE for other homeless households pursuant to HCD required ratio of 40:1.
1.8 Lead Service Provider On-Site
Case Manager
PSHH and 5chc will partner to provide case management services to the homeless/at risk youth pursuant to HCD
required ratio of 15:1.2.0 Lead Service Provider On-Site
Homekey Round 3 Application Page 26 of 43 Supportive Services Plan
§300(iii) Supportive Services Plan (SSP)Rev 4/23/2023
FTE:
FTE:
FTE:
FTE:
FTE:
FTE:
FTE:
FTE:
FTE:
FTE:
FTE:
FTE:
FTE:
FTE:
FTE:
Other Supportive Services Costs: (specify)$0 0.00%
Other Supportive Services Costs: (specify)$0 0.00%
0.00%
Fringe Benefits 0.00%
Total Staff Expenses
0.00 0.00%
0.00 0.00%
$294,691 100.00%
Tenant Transportation (per SSP)
0.00 0.00%
0.00 0.00%
$0 0.00%
Other Supportive Services Staff (inc.
Case Manager)
0.00 0.00%
0.00 0.00%
0.00 0.00%
0.00 0.00%
Section 2: Staffing Ratios
Part IV. Supportive Services Budget
Provide a line item supportive services budget for the Project using the format below. Complete both income and expense portions of the budget on a yearly basis. Include all costs associated with
implementing your SSP, including any in-kind services. Include income and expenses for all staff positions and partnering organizations who have committed time to the Project. Total expenses should equal
total income. Add expense item categories & lines as necessary. Don't include costs associated with providing services in non-Homekey Assisted Units. If costs are associated with both Homekey & non-
Homekey Assisted Units, include only the Homekey Assisted Units portion.
Income Source/Program Name Amount Type Funding Status % of Total Budget
1. Complete case manager staffing ratio chart to show how many staff are assigned per client (for example 2:1, 3:1, etc.). Include all case management. Provide only the number of ongoing direct service staff
positions that will provide services to the tenants of the Homekey Assisted Units, (for example, case manager, psychiatric nurse, services coordinator, etc.).
Do not include supervisors, peer support positions, or HMIS Administration positions. Describe staffing ratio special circumstances below.
Chronically Homeless
(cannot exceed 20 to 1 ratio)
20
1
Homeless Youth, or Youth at
Risk of Homelessness
(cannot exceed 15 to 1 ratio)
30
2
15.0 to 1
Population Type:
Units Serving Subpopulation
0.00%
Homekey Operating Subsidy $294,691 100.00%
0.00%
0.00%
Total Revenue $294,691 100.00%
Expense Item Amount Type Funding Status % of Total Budget
0.00%
Case Manager 2.00 0.00%
Staff Salaries: List by title of position. (This list must
match the Staffing Chart above.)
Case Manager 1.75
0.00 0.00%
0.00 0.00%
Staff training (per SSP)$0 0.00%
Equipment $0 0.00%
Supplies $0 0.00%
Training $0 0.00%
Travel $0 0.00%
Office Rent/Occupancy Costs (don't include rent/leasing
costs for SH units)$0 0.00%
Staff Serving Subpopulation
Case Manager Ratio
Totals
75
3.75
20.0 to 120.0 to 1
Homeless
(cannot exceed 15 to 1 ratio)
0
At-Risk of Homelessness
(cannot exceed 40 to 1 ratio)
25
0.75
33.3 to 1
$294,691 100.00%
Supportive Services Staff Supervisor(s) $0 0.00%
Supportive Services Coordinator, On-
Site $0 0.00%
Homekey Round 3 Application Page 27 of 43 Supportive Services Plan
§300(iii) Supportive Services Plan (SSP)Rev 4/23/2023
Applicant Comments
YesUploaded to HCD?
7. How applicants and residents will be assisted in making reasonable accommodation requests, in coordination with the services provider and persuasive
to outside entities, such as Housing Authorities, to ensure that persons with disabilities have access to and can maintain housing
6. Process for assisting tenants to apply for different forms of cash and non-cash benefits to aid the household in retaining their housing, if needed
Included in Property Management Plan?1. Applicant eligibility and screening standards
2. Confidentiality Included in Property Management Plan?
3. Substance abuse policy Included in Property Management Plan?
4. Communication between property manager and supportive services staff Included in Property Management Plan?
5. Eviction policies and eviction prevention procedures Included in Property Management Plan?
Included in Property Management Plan?
Included in Property Management Plan?
8. Policies and practices to facilitate Voluntary Moving On strategies Included in Property Management Plan?
Included in Property Management Plan?
Yes
Yes
Yes
Yes
Total Expenses $294,691 100.00%
Part V. Property Management Plans and Tenant Selection
Residential Stability: Tenants maintain permanent housing
(see examples in cell comments to the right)
Tenants will maintain affordable housing with needed services At least 75% of tenants will remain in housing during the reporting period
with assistance of case management and community outreach with
accessible life skills training/education.
Increased Skills and/or Income: Tenants gain job-related
skills, participate in job-related training and/or education, gain
stipend part-time or full-time supported employment, gain
access to mainstream service/income support Programs for
which they are eligible (see examples in cell comments to the
right)
Tenants will complete education or skills based training, and/or receive
mainstream income support program for which they are eligible.
At least 75% of tenants will gain knowledge and skill building
opportunitites related to workforce development/readiness. In addition, at
least 75% of tenants will complete activities pertaining to skill building and
workforce readiness.
Section 1: Property Management Plans and Tenant Selection
The Property Management Plan and tenant selection policies submitted with the Homekey application will be evaluated for the following consistent with state Housing First requirements. These documents
must identify, describe, and utilize Housing First and low-barrier tenant selection processes that prioritize those with the highest needs for available housing. The descriptions of the use of Housing First and
tenant selection in this SSP must be consistent with the Property Management Plan and the tenant selection policies. The Property Management Plan and tenant selection policies should address the
following and be consistent with state Housing First requirements, as well as and other Homekey program requirements:
Part VI. Measurable Outcomes and Plan for Evaluation
Section 1: Measurable Outcomes
Category Outcomes Outcome Objectives
Specific target populations will likely have varying outcomes and evaluation strategies. List outcomes and evaluations plans specific to each target population.
Outcomes are what you expect to happen for the people served by your Project. Outcomes are sometimes called results. Outcome objectives are time-specific measurable goals that identify how you know if
you are achieving your desired results. Outcome objectives are sometimes called outcome benchmarks or indicators. Categorize the outcomes for your Project into the following three categories:
File Name Property Management Plan Submit Property Management Plan and Tenant Selection Policies
Yes
Yes
Yes
Yes
Yes
9. Appeal and Grievance Procedures
Greater Self- Determination: Tenants gain daily living skills
and ability to plan and advocate for themselves to maximize
independence and self-sufficiency (see examples in cell
comments to the right)
Tenants will gain daily living skills and increase their self-sufficiency by
advocating and involving themselves with community resources and events.
During the reporting year, 90% of tenants will pay their rent on time or
complete and fulfill a late payment agreement. 75% of tenants will
advocate for themselves and/or participate in community/social events.
Section 2: Plan for Evaluation
Describe your evaluation plan, including how you intend to collect, track and analyze data on the effectiveness of your Project, including the outcomes Projected above. Indicate who will analyze the data and
perform your Program evaluation. (e.g., staff, consultant, etc.).
PSHH's property management team works closely with on-site case management to assist tenants to maintain housing. Case managers support tenants in compliance with lease enforcement, remedy plans, house rules,
etc.. Case Management tracks this outcome objective monthly to calculate percentage at end of reporting period. PSHH's staff collects information confirmed by property management and entered into H.M.I.S., Homeless
Management Information System, as updates when income changes occur to tabulate % for this outcome objective. Case Management tracks on monthly report this outcome objective to calculate a percentage at end of
reporting period.
Other (specify)
Homekey Round 3 Application Page 28 of 43 Supportive Services Plan
Possible
Points
186
70
20
40
10
10
40
25
10
Population served
Latest date
developed,
owned, or
operated
El Patio Hotel 167 S. Palm St Ventura CA 93001 People's Self Help Housing
Corporation Developed Similar Size
and Scope At-Risk of Homelessness 1/13/11
25.00
e. A sales contract, or other enforceable agreement for the acquisition of the property 20
3,237,049.34
Commitment of non-Homekey
rental and operating subsidies
(Years 1-5)
Self
Score
§304 Application Scoring Criteria (186 Points Max)
Rev 4/23/2023
Total Self Score not
including §304(1)(b)
Applications meeting the minimum program requirements outlined in Article III will require a minimum score of 100 points to be eligible for
funding. Scores will be based on the following criteria:140.00
1. Ability to secure site and demonstration of sustained operating leverage - max 70 points 36.50
20.00a. Identification of the site suitable for development and evidence of site control, or a plan and timeline for obtaining site control along with other supporting evidence - 20 max
points based on average score of all sites.
Type of Site Control
b. Commitment of non-Homekey rental or operating subsidies that will be used to maintain the ongoing affordability of the Project - max 40 points
b(i). Applicant contribution of non-Homekey Enforceable Funding Commitments for operating subsidies, including, but not limited to, Project-Based Vouchers, VASH vouchers,
tenant-based vouchers, or locally funded rental assistance. One point five (1.5) points for each five percent increment of non-HK operating subsidies covering operating
expenses in the first five years of project operations (up to 30 points).
16.50
% increment of
committed
funding
58% 16.50
Increment of
5%11.0
55.002. Experience and Coordination - max 40 points
Yesa1. Does Applicant have the following experience: Development, ownership, or operation of one project similar in scope and size to the proposed project
(describe below) - 10 points
a. Development, ownership, or operation experience - max 25 points
$1,890,720.00 Operating Gap (total expenses & reserve -
restricted & unrestricted unit rents - reserves)
10.00
Project name and address
Who provides the
experience Experience type
Housing
type
0
c. Where average total cost per Assisted Unit is below the minimum baseline per door, 1 point for every $10,000 under baseline amount - max 10 pts
0.00
(HCD will score this section) b(ii). The length and strength of non Homekey operating funding leveraged to cover operating costs committed beyond the required five years of
initial Project operations. Score is based on weighted commitment type, percentage of costs covered, and length of commitment. One (1) point for each year beyond the first
five (5) years through year fifteen (15) of Project operations (up to 10 points).
0.00
0.00
Increments of $10,000
under baseline amount
Requested below
minimum baseline
(per unit)
Average cost per Assisted unit
from 'Award, Match, and
Revenue' worksheet cells U4 /
'Unit Mix' worksheet Y21
Average baseline per Assisted
Unit from 'Unit Mix' worksheet
cells AB21 / Y21
$177,333 $177,333 $0
Homekey Round 3 Application Page 29 of 43 Application Scoring Criteria
§304 Application Scoring Criteria (186 Points Max)
Rev 4/23/2023
10
15
15
15
76
20
10
20
10
5
5
12/15
4
2
People's Self Help Housing
Corporation Operated
Who provides the
experience
Homeless
Affordable
Rental Homeless
b. Service provider's experience helping persons address barriers to housing stability and providing other support services; one (1) point awarded
for each year of service experience, after 3 years - max 15 points
264
24
Supportive Service
Provider
Supportive Service
Provider
Affordable
Rental Homeless 3/18/16
Operated Affordable
Rental Homeless 5/16/17
20.00
0.00
20.00
0.00
11.84%
Total Assisted units Applicant elects to waive
the right to increase income limits at year 15
from the recordation of the use restriction, as
described in §303(ii)
3/15/21
3. Community impact and site selection - max 76 points 48.50
15.00
YesFile Name:
c. Commitment letter(s) or MOU(s) documenting how the complete development and management team (which may include Applicant, Developer, Property Manager, and
Lead Service Provider) are connected and will work together on the Project. Applicants are encouraged to complete due diligence checklists to ensure all members of the team
are aware of roles and responsibilities - 15 points
5/23/17
Valentine Court 280 E. Newlove Drive Santa Maria CA People's Self Help Housing
Corporation
15.00
Project Name and address
El Patio Hotel 167 S. Palm St Ventura CA 93001
Victoria Hotel 24 E. Victoria St Santa Barbara CA 9313
Heath House 18 E. Sola St Santa Barbara CA 93103
Heath House 18 E. Sola St Santa Barbara CA 93103
a3. Five (5) additional points awarded for each additional project beyond the base threshold requirement (development, ownership, or operation of affordable rental housing
or interim projects in the last 10 years serving at least one member of the Target Population) - max 15 points
Years
Homelessness
Yes 75
0.00
Operated Affordable
Rental Homeless
a2. If a1 above is Yes, 10 points already earned. Does Applicant have the following experience? Development, ownership, or operation of at least two
affordable rental housing or interim projects in the last ten years, with at least one of those projects containing at least one unit housing a tenant who qualifies
as a member of the Target Population (provide details below)? - 10 points
5/15/23
Qualifying unit population
served
Latest date
developed,
owned, or
operated
Templeton Place II
Uploaded to HCD?Yes
% of units accessible to persons with hearing or
vision disabilities 6.58%
0.00# of units exceeding state and federal accessibility requirements set forth in §505, specifically
units with features accessible to persons with mobility disabilities - 5 points 9
# of units with features accessible to persons with hearing or vision disabilities as defined in 24
CFR Part 8.22 and the parallel ADAAG 2010 and CBC Ch. 11B provisions - 5 points 5
2.00
% of units exceeding state and federal accessibility
requirements as set forth in §505
Ocean View Manor 456 Elena Street Morro Bay People's Self Help Housing
Corporation Operated
People's Self Help Housing
Corporation
Yes
Project name and address
36.0
Experience type
Housing
type
Creston Gardens 1255 Creston Road Paso Robles People's Self Help Housing
Corporation Operated Affordable
Rental
Commitment letter(s) or MOU(s) Provide commitment letter(s) or MOU(s) documentation Uploaded to HCD?
c. If proposed project is Permanent, Applicant waives any
potential accommodation by the Department to increase
income limits at year 15 from the recordation of the use
restriction, as described in §303(ii) - max 20 points
26.67%
0.00
e. Site Selection - (max 12 points; max 16 points for Rural Projects; max 15 Points for Youth Projects)8.50
i. Project site is located within 1/2 mile of a bus rapid transit station, light rail station, commuter rail station, ferry terminal, bus station, or public bus stop OR the
project includes an alternative transportation service for residents (e.g., van or dial-a-ride service), if costs of obtaining and maintaining the van and its service are
included in the budget and the operating schedule is either on demand by tenants or a regular schedule is provided - max 4 points
Yes 4.00
File Name: Amenities Site Map Map indicating the proposed housing location(s) and scoring related amenities below.
Percentage of Assisted units
elected to waive increase of
income limits at year 15
Chronic
Homelessness
Homeless Youth or Youth at
Risk of Homelessness
a. Project serves specific sub-populations from 'Unit Mix
cells V22, W22, X22 - 20 points
76
Percentage of Assisted units that are three
bedrooms or larger 6.67%Percentage of Assisted units that are two bedrooms or
larger
b. Assisted Units include units
for large family housing types -
10 points
100.00%
0.00%
Supportive Service
Provider
Supportive Service
Provider
# of
months
serving
Supportive Service
Provider Homeless
Housing
type
Permanent
Housing
Permanent
Housing
Permanent
Housing
Population Served
Homeless
At-Risk of Homelessness
Experience Provider
Supportive Service
Provider 144
Total units from 'Unit Mix' worksheet cell E21d. Extent Project commits to being accessible to persons with disabilities - max 10 points
Rural
Area?No within 1/2 mile radius of project
ii. Project site is located proximity to a full-scale grocery store/supermarket where staples, fresh meat, and fresh produce
are sold - max 2 points
Supportive Service
Provider
Supportive Service
Provider
Supportive Service
Provider
0.00% 40.00%
Supportive Service
Provider
15.00
Homekey Round 3 Application Page 30 of 43 Application Scoring Criteria
§304 Application Scoring Criteria (186 Points Max)
Rev 4/23/2023
1
1
2
1
3
2
-20
Applicant Comments
v. Project site is located within proximity of a pharmacy. May be included in a grocery store or health facility -
max 2 points
Rural
Area?
a. Negative Points assessed by the Department to the Applicant
5. Negative Points
No within 1 mile radius of project 0.50
Rural
Area?No 0.00No
vii. Project site has high speed internet service, with a minimum average download speed of 25 megabits/second must be made available to
each Unit for a minimum of 15 years, free of charge to the tenants and participants, and available within six months of the project’s placed-in-
service date. Documentation of internet availability must be included in the application. max 3 points
File Name: High Speed Internet If cell AI72 is "Yes", provide document of Internet availability Uploaded to HCD?N/A
Note: In the event of program oversubscription, where Applicants have the same score and the same date and time stamp, the Department may consider additional criteria as a
tiebreaker, including but not limited to the cost-effectiveness, community impact, affirmatively furthering fair housing, innovative housing types, tenant and participant stability and
proximity to transit, services and amenities.
The Project permanently
displaces existing residents:Total existing units 87
Total household units that will be
displaced
Percentage of household units that will be
displaced
4. Relocation Impacts - max minus 20 points
a. For any Project resulting in the permanent displacement of residents (not businesses or farm operations), as outlined below:
0.000
iii. Project site is located within proximity of a qualifying medical clinic with a physician, physician’s assistant, or nurse
practitioner on-site for a minimum of 40 hours each week, or hospital (not a private doctor's office.)
A qualifying medical clinic must accept Medi-Cal/Medicare payments, or Health Care for the Homeless, or have an
equally comprehensive subsidy program for low-income patients. - max 1 point
Rural
Area?No
iv. Project site is located within proximity of a book-lending public library - max 1 point Rural
Area?
No within 1/2 mile radius of project
vi. Project site is located within proximity of a public park or a community center accessible to the general public - max 1
point
Rural
Area?
2.00
0.00%
0.00
0.00
No 0.00
viii. For Projects with units serving Homeless Youth: Project site is within proximity of at least two of the following: community colleges,
universities, trade schools, apprenticeship programs, employment programs, childcare centers for parenting youth, and/or community centers
for youth (e.g., LGBTQ+ centers, drop-in youth centers)? - max 2 points
Homeless
Youth?Yes
No
Homekey Round 3 Application Page 31 of 43 Application Scoring Criteria
Yes Co-App4 Cert of LP LP N/A
Yes Co-App4 LP Agreement N/A
Yes Non-Discrimination Policy YesProvide a non-discrimination policy
See Applicant Documents worksheet
Threshold worksheet
§300 Threshold
Yes Co-App4 Tax-Exempt Status Evidence of tax-exempt status from IRS and Franchise Tax Board, if applicable N/A
Yes Co-App4 Article of Org
LLC
N/A
Yes Co-App4 Cert of Amendment N/A
Yes Co-App4 Stat of Information N/A
See Applicant Documents worksheet
Yes Co-App4 Signature Block See Applicant Documents worksheet N/A
Yes Co-App4 Payee Data or TIN See Applicant Documents worksheet N/A
Yes Co-App4 Cert of Good Standing Dated 30 days or less from the Application due date N/A
Yes Co-App4 Resolution Signature required; see Applicant Documents worksheet.N/A
Yes Co-App4 OrgDoc1, OrgDoc1, etc.…See Applicant Documents worksheet N/A
Yes Co-App4 OrgChart See Applicant Documents worksheet N/A
Yes Co-App3 Cert of LP LP Yes
Yes Co-App3 LP Agreement Yes
Co-Applicant 4 (Co-App4)
Yes Co-App4 Cert & Legal Reference: Certifications & Legal worksheet.N/A
See Applicant Documents worksheet
Yes Co-App3 Tax-Exempt Status Evidence of tax-exempt status from IRS and Franchise Tax Board, if applicable Yes
Yes Co-App3 Article of Org
LLC
N/A
Yes Co-App3 Cert of Amendment N/A
Yes Co-App3 Stat of Information N/A
See Applicant Documents worksheet
Yes Co-App3 Signature Block See Applicant Documents worksheet Yes
Yes Co-App3 Payee Data or TIN See Applicant Documents worksheet Yes
Yes Co-App3 Cert of Good Standing Dated 30 days or less from the Application due date Yes
Yes Co-App3 Resolution Signature required; see Applicant Documents worksheet.Yes
Yes Co-App3 OrgDoc1, OrgDoc1, etc.…See Applicant Documents worksheet Yes
Yes Co-App3 OrgChart See Applicant Documents worksheet Yes
Yes Co-App2 Cert of LP LP N/A
Yes Co-App2 LP Agreement N/A
Co-Applicant 3 (Co-App3)
Yes Co-App3 Cert & Legal Reference: Certifications & Legal worksheet.Yes
See Applicant Documents worksheet
Yes Co-App2 Tax-Exempt Status Evidence of tax-exempt status from IRS and Franchise Tax Board, if applicable Yes
Yes Co-App2 Article of Org
LLC
Yes
Yes Co-App2 Cert of Amendment Yes
Yes Co-App2 Stat of Information Yes
See Applicant Documents worksheet
Yes Co-App2 Signature Block See Applicant Documents worksheet Yes
Yes Co-App2 Payee Data or TIN See Applicant Documents worksheet Yes
Yes Co-App2 Cert of Good Standing Dated 30 days or less from the Application due date Yes
Yes Co-App2 Resolution Signature required; see Applicant Documents worksheet.Yes
Yes Co-App2 OrgDoc1, OrgDoc1, etc.…See Applicant Documents worksheet Yes
Yes Co-App2 OrgChart See Applicant Documents worksheet Yes
Yes Co-App1 Cert of LP LP N/A
Yes Co-App1 LP Agreement N/A
Co-Applicant 2 (Co-App2)
Yes Co-App2 Cert & Legal Reference: Certifications & Legal worksheet.Yes
See Applicant Documents worksheet
Yes Co-App1 Cert of Good Standing Dated 30 days or less from the Application due date Yes
Yes Co-App1 Tax-Exempt Status Evidence of tax-exempt status from IRS and Franchise Tax Board, if applicable Yes
Yes Co-App1 Article of Org
LLC
N/A
Yes Co-App1 Cert of Amendment N/A
Yes Co-App1 Stat of Information N/A
See Applicant Documents worksheet
Yes Co-App1 OrgChart See Applicant Documents worksheet Yes
Yes Co-App1 Signature Block See Applicant Documents worksheet Yes
Yes Co-App1 Payee Data or TIN See Applicant Documents worksheet Yes
Co-App1 Cert & Legal Reference: Certifications & Legal worksheet.Yes
Yes Co-App1 Resolution Signature required; see Applicant Documents worksheet.Yes
Yes Co-App1 OrgDoc1, OrgDoc1, etc.…See Applicant Documents worksheet Yes
1Application Upload Checklist Rev 4/23/2023
The Checklist below is intended to be used after the Applicant completes the Homekey Round 3 application. Use the electronic file name descriptions below for the electronic
submission via online portal. Failure to submit a complete application including the required documentation may result in the need for you to amend and resubmit your application
resulting in your application's HCD review to be repositioned to the date of resubmittal.
Application materials, workbooks, and supporting documentation must be submitted no later than 5:00 p.m. Pacific Daylight Time on July 28, 2023.
Overview worksheet
Threshold
Req.Electronic File Name Document Description
Uploaded to
HCD?
Yes HK Round 3 Application Completed Application Yes
1Applicant acknowledges that the Application Upload Checklist is a form in the application to be completed by the Applicant prior to submission to verify
that required documents are submitted pursuant to this NOFA?Yes
Primary Applicant (App1)
Yes App1 Cert & Legal Reference: Certification & Legal Worksheet Yes
Yes App1 Resolution Signature required; see Applicant Documents worksheet.Yes
Yes App1 TIN Form See Applicant Documents worksheet Yes
Yes App1 Signature Block See Applicant Documents worksheet Yes
Co-Applicant 1 (Co-App1)
Yes
Homekey Round 3 Application Page 32 of 43 Application Upload Checklist
1Application Upload Checklist Rev 4/23/2023
Yes Utility Allowance Local housing authority document showing current utility allowance chart, with relevant components circled.N/A
See Document
Description Funding Limit Exemption Form If total Department sources exceed $35 million, a request for exemption to the per Project funding limit is
required.N/A
NEPA Authority to Use Grant
Funds (if applicable)
NEPA Authority to Use Grant Funds issued by the Responsible Entity if the project is proposing use of federal
funds N/A
CEQA (if applicable)Provide a copy of CEQA Determination Documents Yes
Unit Mix worksheet
Award, Match, and Revenue worksheet
Dev Sources worksheet
Yes EFC1, EFC2, EFCI3, etc.Documentation for the executed funding commitments. See Dev Sources worksheet Yes
§800 Insurance Requirements
Property-Hazard Insurance Proof of Property Insurance that meets the requirements in §800(v)Yes
Yes
Liability Insurance
Provide a plan to connect participants to Permanent Housing, describing the number and type of Permanent
Housing opportunities, how the Project will leverage Supportive Services staff to navigate to Permanent
Housing, and the funding plan to make connections to Permanent Housing.
N/A
Yes, if project
type is Interim
Hsg.
Interim Hsg Project Alignment
Provide a description of how the proposed Homekey Interim Hsg. Project aligns with the Local Homelessness
Action Plan or a description on how the Applicant's jurisdiction has worked with recipients in the region and
Continuum of Care (CoC) to coordinate and align the proposed Homekey project with the Local
Homelessness Action Plan goals and strategies.
N/A
Yes Relocation Plan Provide a complete relocation plan N/A
§507 Environmental Clearances
§506 Prevailing Wage
Yes Prevailing Wage Certificate Provide a prevailing wage certification Yes
See Document
Description Housing Site Map Submit a map indicating the original target housing location and all proposed housing location(s), if
the proposed housing is located within the original target housing location neighborhood N/A
§504 Relocation
See Document
Description Outside Neighborhood
If replacement housing is proposed outside the target neighborhood, include a justification explaining
why it is necessary to locate this replacement housing outside the target neighborhood (i.e., offsite) and how
doing so supports and enables the Target Population to maintain housing.
N/A
Yes Perm Hsg Exp Provide evidence of capacity includes evidence of financial resources, an office and payroll.Yes
§301 Interim Housing Requirements
Yes, if project
type is Interim
Hsg.
Interim Hsg Collaboration
provide a description how Applicant has worked with HHAP recipients in the region and the Continuum of
Care (CoC) to coordinate and align the proposed Homekey Project with the Local Homelessness Action Plan
goals and strategies.
N/A
Yes, if project
type is Interim
Hsg.
Local Homelessness Action Plan Provide a copy of the Eligible Applicant’s approved Local Homelessness Action Plan pursuant to HHAP
Round 4, which clearly states the need for Interim Housing.N/A
Yes, if project
type is Interim
Hsg.
Plan to Perm Hsg
Submit if the acquired housing or site is to be redeveloped/repositioned as part of the locality's overall
goal to address the needs of the Target Population and the community, the Applicant shall provide as
part of the application a commitment to ensure one-for-one replacement of units
N/A
Yes Relocation Assistance Narrative Relocation Assistance Narrative for relocation or no relocation Yes
Yes Env. Report 1
Rehab & New
Construction
Project
Environmental Site Assessment Phase I (prepared or updated no earlier than 12 months
prior to the application due date).Yes
Yes, if rec'd by
Phase I Env. Report 2
Rehab & New
Construction
Project
If Environmental Site Assessment Phase I requires a Phase II study, submit a Phase II
(prepared or updated no earlier than 12 months prior to the application due date).
Proof of General Liability Insurance that meets the requirements in §800(i)Yes
Automobile Insurance Proof of Automobile Liability Insurance that meets the requirements in §800(ii)
Yes Rehab Description Rehab Project Narrative description of current condition of structure(s) and overall scope of work. Yes
Yes PNA Rehab Project Physical Needs Assessment prepared by a qualified independent third party contractor.Yes
See Document
Description Market Study
Master Leasing and
Purchase of
Affordability
Covenants
Yes Housing First Experience Provide experience administering a Project in accordance with the core components of Housing First Yes
See Document
Description One-for-one Replacement
Yes Local Appr, CEQA, and NEPA Local Approvals, CEQA, and NEPA, as evidenced by the completed and signed Local Jurisdiction and
NEPA Responsible Entity Verification worksheet Yes
Yes Racial & Gender Equity statement Latest Continuum of Care HMIS demographics data Yes
Yes Engaging the Target Population
statement
Provide a description of how the Applicant has engaged or will engage with the Target Population to inform
the design of the project Yes
See Document
Description Use Change
For Applicants proposing sites that will require a use change for permanent housing, there should be a
commitment and plan to facilitate or expedite those processes, so as to not delay expenditure and occupancy
requirements
Yes
Yes
Yes Appraisal
Conversion, Acq
and/or New
Construction
If land costs will be included in the Development Budget, attach an appraisal dated within
60 days of the application submittal date Yes
Provide a recent market study within the past year which conforms to Tax Credit Allocation
Committee (TCAC) guidelines, and/or a rent roll, and/or other supporting documentation
per §205 of the NOFA.
N/A
Yes Development Plan
N/A
Site Control1, Site Control2, etc.Provide documentation of the type of site control for each site pursuant to UMR §8303 Yes
Yes Prelim1, Prelim2, etc.Provide a current preliminary report for each site Yes
Provide a detailed development plan that supports acquisition of a site, completion of rehabilitation or
construction, occupancy, and fund expenditure before all program deadlines, factoring in entitlements,
permits, procurement, potential construction delays and supply chain issues, and demonstrates evidence of
strong organizational and financial capacity to develop the project.
Yes
§502 Tenant Selection and Participant Selection
Yes CES Participation and CoC Form Provide a Coordinated Entry System Participation and Continuum of Care Coordination Form Yes
Homekey Round 3 Application Page 33 of 43 Application Upload Checklist
1Application Upload Checklist Rev 4/23/2023
Applicant Comments
Support Services Plan
Yes Property Management Plan Submit Property Management Plan and Tenant Selection Policies Yes
Yes HA Support for Homekey Operating
Subsidy
Yes Rental Subsidy Program #3 Name Provide commitment of this non-Homekey rental subsidy that will be used to maintain the ongoing
affordability of the Project.N/A
Yes Rental Subsidy Program #4 Name Provide commitment of this non-Homekey rental subsidy that will be used to maintain the ongoing
affordability of the Project.N/A
Yes Cert & Legal Explanation Letter of explanation for any "Yes" answers or red shaded items. See Certification & Legal worksheet Yes
Yes Amenities Map If applicable, provide a radius map with the amenities identified by markers
Yes Provide commitment of this non-Homekey operating subsidy that will be used to maintain the ongoing
affordability of the Project.N/A
Yes
Yes Provide commitment of this non-Homekey operating subsidy that will be used to maintain the ongoing
affordability of the Project.N/A
Yes Provide commitment of this non-Homekey operating subsidy that will be used to maintain the ongoing
affordability of the Project.N/A
Yes Rental Subsidy Program #2 Name Provide commitment of this non-Homekey rental subsidy that will be used to maintain the ongoing
affordability of the Project.N/A
Yes
Application Scoring Criteria
Yes Commitment letter(s) or MOU(s)Provide commitment letter(s) or MOU(s) documentation Yes
See Document
Description High Speed Internet Submit if Project site has high speed Internet service.N/A
Certification & Legal worksheet
Provide a letter of support from the applicable housing authority confirming the need for an operating award
and evidencing why other subsidies, such as Project-based vouchers (PBVs), are not available. The Housing
Authority Support for Homekey Operating Subsidy template can be found on the Homekey website.
Yes
Yes HASLO PBV Provide commitment of this non-Homekey rental subsidy that will be used to maintain the ongoing
affordability of the Project.Yes
Provide commitment of this non-Homekey operating subsidy that will be used to maintain the ongoing
affordability of the Project.N/A
Homekey Round 3 Application Page 34 of 43 Application Upload Checklist
Kenneth Trigueiro CEO & President of PSHH, Sole
Member of LLC, MGP of LP 7/28/23
Certification & Legal Disclosure Rev 4/23/2023
On behalf of the entity identified in the signature block below, I certify that:
1. The information, statements and attachments included in this application are, to the best of my knowledge and belief, true and correct.
2. I possess the legal authority to submit this application on behalf of the entity identified in the signature block.
3. The following is a complete disclosure of all identities of interest - of all persons or entities, including affiliates, that will provide goods or services to the Project either (a) in one
or more capacity or (b) that qualify as a "Related Party" to any person or entity that will provide goods or services to the Project. "Related Party" is defined in Section 10302 of the
California Code of Regulations (CTCAC Regulations):
People's Self-Help Housing Corporation (PSHH) is the project sponsor, applicant, developer, service provider, general contractor, and sole member Calle Joaquin LLC. The Duncan Group (dba
People's Self-Help Housing) will act as the Management Agent for the Project. The Duncan Group and PSHH are related 501(c)(3) entities. The Duncan Group was formed by PSHH to act as
the Management Agent for all PSHH sponsored affordable housing developments. No other identities exist.
4. As of the date of application, the Project, or the real property on which the Project is proposed (Property) is not party to or the subject of any claim or action at the State or
Federal appellate level.
5. I have disclosed and described below any claim or action undertaken which affects or potentially affects the feasibility of the Project.
In addition, I acknowledge that all information in this application and attachments is public, and may be disclosed by the State.
Members of the boards of directors of non-profit corporations, including officers of the boards, are also not required to respond. However, chief executive officers (Executive
Directors, Chief Executive Officers, Presidents or their equivalent) must respond, as must chief financial officers (Treasurers, Chief Financial Officers, or their equivalent).
Printed Name Title of Signatory Signature Date
Legal Disclosure
For purposes of the following questions, and with the exceptions noted below, the term “applicant” shall include the applicant and joint applicant, and any subsidiary of the
applicant or joint applicant if the subsidiary is involved in (for example, as a guarantor) or will be benefited by the application or the project.
In addition to each of these entities themselves, the term “applicant” shall also include the direct and indirect holders of more than ten percent (10%) of the ownership interests in
the entity, as well as the officers, directors, principals and senior executives of the entity if the entity is a corporation, the general and limited partners of the entity if the entity is a
partnership, and the members or managers of the entity if the entity is a limited liability company. For projects using tax-exempt bonds, it shall also include the individual who will
be executing the bond purchase agreement.
The following questions must be responded to for each entity and person qualifying as an "applicant," or "joint applicant" as defined above.
Explain all positive responses on a separate sheet and include with this questionnaire in the application.
Exceptions:
Public entity applicants without an ownership interest in the proposed project, including but not limited to cities, counties, and joint powers authorities with 100 or
more members, are not required to respond to this questionnaire.
6. Is the applicant currently a party to, or the subject of, or been notified that it may become a party to or the subject of, any criminal litigation, proceeding, charge,
complaint, examination or investigation, of any kind, involving, or that could result in, felony charges against the applicant? No
Civil Matters
1. Has the applicant filed a bankruptcy or receivership case or had a bankruptcy or receivership action commenced against it, defaulted on a loan or been foreclosed
against in past ten years ? No
2. Is the applicant currently a party to, or been notified that it may become a party to, any civil litigation that may materially and adversely affect (a) the financial
condition of the applicant’s business, or (b) the project that is the subject of the application?No
3. Have there been any administrative or civil settlements, decisions, or judgments against the applicant within the past ten years that materially and adversely
affected (a) the financial condition of the applicant’s business, or (b) the project that is the subject of the application?No
4. Is the applicant currently subject to, or been notified that it may become subject to, any civil or administrative proceeding, examination, or investigation by a local,
state or federal licensing or accreditation agency, a local, state or federal taxing authority, or a local, state or federal regulatory or enforcement agency? No
5. In the past ten years, has the applicant been subject to any civil or administrative proceeding, examination, or investigation by a local, state or federal licensing or
accreditation agency, a local, state or federal taxing authority, or a local, state or federal regulatory or enforcement agency that resulted in a settlement, decision, or
judgment?
No
Criminal Matters
7. Is the applicant currently a party to, or the subject of, or been notified that it may become a party to or the subject of, any criminal litigation, proceeding, charge,
complaint, examination or investigation, of any kind, involving, or that could result in, misdemeanor charges against the applicant for matters relating to the conduct of
the applicant’s business?
No
8. Is the applicant currently a party to, or the subject of, or been notified that it may become a party to or the subject of, any criminal litigation, proceeding, charge,
complaint, examination or investigation, of any kind, involving, or that could result in, criminal charges (whether felony or misdemeanor) against the applicant for any
financial or fraud related crime?
No
9. Is the applicant currently a party to, or the subject of, or been notified that it may become a party to or the subject of, any criminal litigation, proceeding, charge,
complaint, examination or investigation, of any kind, that could materially affect the financial condition of the applicant’s business?No
10. Within the past ten years, has the applicant been convicted of any felony? No
11. Within the past ten years, has the applicant been convicted of any misdemeanor related to the conduct of the applicant’s business? No
12. Within the past ten years, has the applicant been convicted of any misdemeanor for any financial or fraud related crime? No
Printed Name Title of Signatory Signature Date
Provide a letter of explanation if you responded "Yes" to any of the questions above.
File Name: Cert & Legal Explanation Letter of explanation for any "Yes" answers or red shaded items above. Uploaded to HCD?
Kenneth Trigueiro CEO & President of PSHH, Sole
Member of LLC, MGP of LP 7/28/23
Homekey Round 3 Application Page 35 of 43 Certification & Legal
Signature:
No
Specify in the box below, items not required and explain why (include documentation, if applicable):
The site zoning allows the proposed use as permitted. Only a building permit is required for occupancy.
Project Applicant has submitted a complete application to the relevant local authorities for land use approval under a nondiscretionary local approval
process, where the application has been neither approved or disapproved. A nondiscretionary local approval process is one that includes little or no
subjective judgement by the public official and is limited to ensuring that the proposed development meets a set of objective zoning, design review and/or
subdivision standards in effect at the time the application is submitted to the local government. A “nondiscretionary local approval process” includes Streamlined
Ministerial Approval Processing under to Chapter 366, Statutes of 2017 (SB 35), By-Right Processing for Permanent Supportive Housing under Chapter 753,
Statutes of 2018 (AB 2162), housing element law (Government Code Section 65583.2(i)), or other local process that meets the definition of non-discretionary
approval process.
N/A
Projects located within the boundaries of an incorporated city, the city shall make the necessary determinations, and for Projects located in the unincorporated areas of a
county, the county shall make the necessary determinations. The appropriate entity shall sign below. Additional acknowledgements can be included on a separate sheet and
attached.
Dated:7/28/23
Statement completed by:
NoAll necessary land use approvals or entitlements necessary prior to issuance of a building permit,
including any required discretionary approvals, such as site plan or design review.
Agency or Department Phone:
Title:
Agency or Department Name:
Agency or Department Address:
ESA Document Date(s)
ESA Phase I Required Phase I shall be dated less than 12 months before application submittal date.7/28/23
All Environmental Clearances (CEQA and NEPA) necessary to begin construction are
either final approved or unnecessary:
CEQA Yes
NEPA Yes
Section 1
Local jurisdiction or NEPA Responsible Entity: The Applicant named above has submitted an application to the State Dept. of Housing and Community Development (the
Department) requesting funding for the project named above, under the Homekey program. Projects submitted for program funding are subject to a competitive rating process.
Project readiness is a component of that process. Verification of items listed below will be used in evaluating Homekey applications.
Applicable for this
Project?
Final date of Public
Comment Period Approved Date
Project City:
Project County:
Assessor Parcel Numbers (APNs):
San Luis Obispo
San Luis Obispo
053-151-026
Applicant City:
Project Name:
Project Address/site:
San Luis Obispo
Calle Joaquin Homekey
1433 Calle Joaquin
Applicant Address:
Local Jurisdiction and NEPA Responsible Entity Verification (if applicable)Rev 4/23/2023
Applicant: This form is to help inform the readiness of the Project by providing evidence of where the Project is in any required environmental review and land
use/entitlement processes.
Submit this form to the agency or department of local government responsible for administration of the items listed. This form may be submitted to more than one agency or
department as necessary. If the NEPA Responsible Entity is not a local government (e.g. State Dept. of Housing and Community Development, USDA RD), also submit a copy
of this form to the appropriate NEPA Responsible Entity. If an item is not required, indicate the reason in the box below. Complete both Sections 1 & 2.
Project Applicant: City of San Luis Obispo
990 Palm St
Phase II if recommended or required by Phase I
Specify in the box below environmental review type(s) not required and explain why (include documentation, if applicable):
ESA Phase II is not required by the ESA Phase I. Project is eligible for Class 32 infill CEQA exemption. Project will need NEPA clearance due to contemplated Section 8
vouchers.
I certify that the information on this form is true and correct to the best of my knowledge.
Section 2
Under Review?Verified as Complete
and date completed
Note: Any project using Homekey funds for any of the purposes listed in the Homekey NOFA is deemed consistent with “local plan, standard, or requirement, and any
applicable coastal plan, local or otherwise,” and “allowed as a permitted use, within the zone in which the structure is located, and shall not be subject to a conditional use
permit, discretionary permit, or any other discretionary reviews or approvals.” (Health and Safety Code 50675.1.3 (i))
Required for this
Project?
ESA Phase II Not Required
Homekey Round 3 Application Page 36 of 43 Local & Env Verification
Origination No Tax Credits
TCAC
Project #:
HCD Limit Project Amt.
$1,429,000 $1,429,000 $0
$1,429,000 $1,429,000 $0
Deferred Developer Fee payable on a priority basis from available Cash Flow $0 $0
$0 $0
$1,429,000
$0 $0
substantial rehab = construction cost for rehab work (excluding contractor profit and overhead) in excess of $38,000 per unit
a1.Number of units (include manager's unit) 76
a2.First 30 units at: $30,000 each $900,000
a3.Units in excess of 30 at: $11,500 each $529,000
a4.Total new construction and substantial rehab (a2 + a3)$1,429,000
with construction cost for rehab work (excluding contractor profit and overhead) between $11,500 - $38,000 per unit
b1.Number of units (include manager's unit) 0
b2.First 30 units at: $14,000 each $0
b3.Units in excess of 30 at: $6,500 each $0
b4.Total acquisition and non-substantial rehab (b2 + b3)$0
c1.Number of units (include manager's unit) 0
c2.Total other at:$2,000 per unit $0
$1,429,000d. Maximum allowable Developer Fee (a4 + b4 + c2)
Developer Fee Contributed as Capital Deferred Developer Fee
UMR §8312(a) for Projects without tax credits (choose only one in the 'a', 'b' or 'c' subsections)
a. New construction and substantial rehab projects UMR §8312(a)(1)
b. Acquisition and rehab projects UMR §8312(a)(2)
c. All other projects UMR §8312(a)(3)
HCD 2022 Developer Fee Calculator - revised 2/4/21 (complete YELLOW shaded cells)
Project
Phase:Proposed Project Type:
Project
Name:
Project's Developer Fee Summary
Maximum Total Developer Fee - d.
Max Developer Fee payable from development funding sources - d.
Deferred Developer Fee payable exclusively from Sponsor Distributions
Total Budgeted or Actual Developer Fee
Calle Joaquin Homekey
Homekey Round 3 Application Page 37 of 43 Dev Fee 2022
(2)
(j)
(c)
$3,657,458
$50,000
$271,797
$271,797
$741,392
$32,991
$0
$0
1.14%
Comments
$38,000
HCD Required Replacement Reserve Amount - included in Operating' worksheet cell D123 $38,000
(a)0.6% of New construction costs (structures excluding contractor profit, overhead, and general requirements and insurance):
$0
$0
If the development is rehab., acq/rehab., or conversion, the hard cost contingency must be between 10% - 15% (see cell AE31 above)
$499,245
$50,000
$271,797
$271,797
$3,657,458
Contractor Profit - from Dev Budget worksheet cell M23 or M37
Hard Cost Contingency - from Dev Budget worksheet cell M95
(b)Replacement Reserve Amount = New construction: lesser of (a) and (b); Rehab: (b)
Construction Hard Cost Contingency Calculator UMR §8310
Offsite Improvements - from Dev Budget worksheet cell M12
Contractor Overhead - from Dev Budget worksheet cell M22 or M36
$0 $0
$500 per unit: (This is a placeholder for rehab projects and may be subject to higher amount) $500 $38,000
NON-TAX CREDIT
Project 4 Month
Reserve Required
TAX CREDIT
Project 3 Month
Reserve Required
Annual Debt
Service Amount
$0$0
$230,852 $307,802
$0 $0 $0
UMR Required Operating Reserve Amount:
$0$0
$0$0
$0
Project Name: Calle Joaquin Homekey Number of Project Units:76
Replacement Reserve Calculator UMR §8309
$295,135$0
$38,000 $9,500 $12,667
Operating Reserve Calculator UMR §8308
TAX CREDIT NON-TAX CREDIT
$885,406 Amount subject to reserve
calculation: (a - b)$885,406 $221,352
If reserve amounts are different than the required amount, enter reserve amounts and how they are calculated below:
(1)
$0 $0 $0
$0 $0 $0
$0 $0 $0
$0 $0
$0$0$0
$0
$0
Rev 4/23/2023Calculation Worksheet
Offsite Improvements - from Dev Budget worksheet cell M12
Site Work - from Dev Budget worksheet cell M19 or M33
Structures - from Dev Budget worksheet cell M20 or M34
General Requirements - from Dev Budget worksheet cell M21 or M35
Contractor Overhead - from Dev Budget worksheet cell M22 or M36
11.74%
Development Type
i. Acquisition & Rehabilitation
<(Must be a minimum of
10%, variance is possible
based on prorated costs)
General Requirements - from Dev Budget worksheet cell M21 or M35
If the development is new construction or new construction & acq./rehab., the hard cost contingency must be between 5% and 10% (see cell AE31 above)
6.11%
6.11%13.36%
Comments
Builder Overhead, Profit, and General Requirements Calculator UMR §8311
Site Work - from Dev Budget worksheet cell M19 or M33
Structures - from Dev Budget worksheet cell M20 or M34
Contractor Profit - from Dev Budget worksheet cell M23 or M37
*Prevailing Wage - from Dev Budget worksheet cell M24 or M38
General Liability Insurance - from Dev Budget worksheet cell M25 or M39
Demolition - from Dev Budget worksheet cell M7
$0
Where the Department is providing construction-period financing, the minimum budgeted construction contingency must be 5 percent of construction costs for
new construction projects and 10 percent of construction costs for rehabilitation and conversion projects .
Builder overhead, profit and general requirements shall be limited in accordance with California Code of Regulations, Title 4, Section 10327, which states, "An overall
cost limitation of fourteen percent (14%) of the cost of construction shall apply to builder overhead, profit, and general requirements, excluding builder's general liability
insurance."
Total Operating Expenses Excluding On-Site Service Coordinator Salaries.
(a) Total Operating Expenses:
(b) Minus: On-Site Service Coordinator Salaries:
(3)
Debt Service
Name of Lender
Operating worksheet cells (D134 to D140)
1st Mortgage Debt Service
2nd Mortgage Debt Service
3rd Mortgage Debt Service
Misc. Financial Expenses: (specify)
Misc. Financial Expenses: (specify)
Misc. Financial Expenses: (specify)
Misc. Financial Expenses: (specify)
Other (Specify)
Totals
Replacement Reserve amount from cell AI27 below:
Homekey Round 3 Application Page 38 of 43 Calculation Worksheet
(1)
(2)
(3)
(4)
(5)
UMR §8301(t): “Supportive Services” - social, health, educational, income support and employment services and benefits, coordination of community building and
educational activities, individualized needs assessment, and individualized assistance with obtaining services and benefits.
UMR §8301(u): “Supportive Services Costs” - the costs of providing tenants service coordination, case management, and direct resident and Supportive Services. It includes:
(1) the cost of providing tenants with information on and referral to social, health, educational, income support and employment services and benefits, coordination of
community building and educational activities, individualized needs assessment, and individualized assistance with obtaining services and benefits; (2) salaries, benefits,
contracted services, telecommunication expenses, travel costs, supplies, office expenses, staff training, maintenance of on-site equipment used in services programs, such as
computer labs, incidental costs related to resident events, and other similar costs approved by the Department.
A. Supportive Services Units:Total number
units:75 Certification Year - select budget reporting period
year:2024 Total
Units
Max PUPY
Expense Max Costs
$4,850 $96,997
$297,053
55 $3,637 $200,056
$1,249 $0
0 $297 $0
Supportive Services Costs - 2017 Uniform Multifamily Regulation (UMR) Limits
75
20UMR §8314(e)(1): Total number of Supportive Housing (SH) units anticipated to be restricted to individuals or
families experiencing chronic homelessness as defined consistent with Health and Safety Code (HSC) §50675.14.
UMR §8314(e)(2): Total number of Supportive Housing (SH) units (other than those restricted to individuals or
families experiencing chronic homelessness pursuant to HSC §50675.14), PLUS the total number of units restricted
to occupancy by Special Needs Populations (SNP)* under any HCD program. (*click here for definition - §7301(s) of
the MHP Final Guidelines). Do not include units included in (1) above.
UMR §8314(e)(3): Total number of units where the Sponsor, their affiliate, or a service provider under contract to
provide Supportive Services at the Project has both: (A) qualified staff devoted exclusively to oversight and quality
control of resident services in affordable housing, including the Project; and (B) a system to track and report on
tenant outcomes, such as changes in employment status and income. Do not include units included in items (1) and
(2) above.UMR §8314(e)(4): Total number of units anticipated to be offered Supportive Services provided by the Project
Sponsor, a Sponsor affiliate, or contracted service provider that do not satisfy the criteria in items (1), (2) and (3)
above.Maximum Supportive Services Costs
Homekey Round 3 Application Page 39 of 43 Calculation Worksheet
Certificate of Limited Partnership (CA Secretary of State form LP-1)
Amendment to Certificate of Limited Partnership (CA Secretary of State form LP-2) if applicable.
Certificate of Correction (CA Secretary of State form LP-2) if applicable.
Limited Partnership Agreement (CA Corp. Code §15901.02(x) and 15901.10)
Certificate of Good Standing certified by Secretary of State.
Applicant may use their own Resolution format as long as it contains ALL of the authorizations as in the sample.
The person attesting to the resolution signing cannot be the same person authorized to execute the documents in the name of the applicant.
If more than one authorized signatory is identified, state whether both signatories are required or only one signatory is required to submit and execute Program docs.
If the application is being signed by a designee of the authorized signatory, the applicant must also submit a designee letter or other proof of signing authority.
Applicant Documents Rev 4/23/2023
Certifications & Legal Disclosure
A completed and signed Certification is required for each Joint Applicant. Each Joint Applicant must sign an individual Certification form. A completed and signed Legal
Disclosure is also required for each Joint Applicant. The hard copy Certifications & Legal Disclosure should be submitted with the application as detailed in the NOFA.
Resolutions
The TIN must be submitted by all governmental entity Applicants. All other Applicants must submit the STD-204 Payee Data Record. Available on the Homekey website.
A resolution is required of each Joint Applicant - both private and public entities. A sample resolution template is available on the Homekey website.
Any other CA Secretary of State filings applicable to revivals, conversions or mergers.
Organizational Chart
The Organizational chart must depict the organizational structure of the entities in relation to the applicant.
Signature Block
All Applicants must submit a Signature Block in a Microsoft Word Document that will be used in the HCD legal documents such as the Standard Agreement.
Payee Data Record STD-204 or Taxpayer Identification Number (TIN)
Organizational Documents
Organizational documents are required for all Applicants except Governmental entities are not required.
Submit organizational documents supporting the Resolution submitted with the application.
Corporation organizational documents
Articles of Incorporation (Corp. Code §154, 200 and 202) as certified by the CA Secretary of State.
Bylaws and any amendments thereto (Corp. Code §207(b), 211 and 212)
Certificate of Amendment of Articles of Incorporation (Corp. Code §900-910 (general stock), §5810-5820 (public benefit and religious corporations), §7810-7820 (mutual
benefit corporations), or §12500-12510 (general cooperative corporations)) as applicable.
Restated Articles of Incorporation (Corp. Code §901, 906, 910 (general stock), §5811, 5815, 5819 (public benefit and religious corporations), §7811, 7815 and 7819 (mutual
benefit corporations) and §12501, 12506 and 12510 (general cooperative corporations)) as applicable.
Statement of Information (CA Secretary of State form SI-100 or SI-200)
Shareholder Agreements (Corp. Code §186) if applicable.
Certificate of Good Standing certified by Secretary of State.
Limited Liability Company
Articles of Organization (CA Secretary of State form LLC-1)
Certificate of Amendment (CA Secretary of State form LLC-2) if applicable
Restated Articles of Organization (CA Secretary of State form LLC-10) if applicable
Certificate of Correction (CA Secretary of State form LLC-11) if applicable
Statement of Information (CA Secretary of State form LLC-12 or LLC-12NC)
Operating Agreement (Corp. Code §17707.02(s) and 17701.10)
Certificate of Good Standing certified by Secretary of State
Limited Partnership
Homekey Round 3 Application Page 40 of 43 Applicant Documents
19
18
17 Homekey
15 Homekey
16 Homekey
13 Homekey
14 Homekey
22 Homekey
20 Homekey
21 Homekey
Homekey
Homekey
11 Homekey
12 Homekey
10 Homekey
9 Homekey
7 Homekey
8 Homekey
6 Homekey
5 Homekey
3 Homekey
4 Homekey
2 Homekey
1 Homekey
Issue #Program
Name & Tab Urgency ADT Status Status Date
Application Development Team (ADT) Support Form Rev 4/23/2023
Complete the "yellow" cells in the form below for application related issues and email a copy to: homekey.help@hcd.ca.gov
Name:Email:
Cell # Update/Comment
Homekey Round 3 Application Page 41 of 43 App Support
Issue #Program
Name & Tab Urgency ADT Status Status Date
Application Development Team (ADT) Support Form Rev 4/23/2023
Complete the "yellow" cells in the form below for application related issues and email a copy to: homekey.help@hcd.ca.gov
Name:Email:
Cell # Update/Comment
43 Homekey
44 Homekey
41 Homekey
42 Homekey
39 Homekey
40 Homekey
37 Homekey
38 Homekey
35 Homekey
36 Homekey
33 Homekey
34 Homekey
31 Homekey
32 Homekey
30 Homekey
28 Homekey
29 Homekey
27 Homekey
26 Homekey
24 Homekey
25 Homekey
23 Homekey
Homekey Round 3 Application Page 42 of 43 App Support
Issue #Program
Name & Tab Urgency ADT Status Status Date
Application Development Team (ADT) Support Form Rev 4/23/2023
Complete the "yellow" cells in the form below for application related issues and email a copy to: homekey.help@hcd.ca.gov
Name:Email:
Cell # Update/Comment
49
50
Homekey
Homekey
Homekey
47 Homekey
48
45 Homekey
46 Homekey
Homekey Round 3 Application Page 43 of 43 App Support
Homekey Round 3
State of California
Governor Gavin Newsom
Lourdes M. Castro Ramírez, Secretary
Homekey Round 3 Application
Notice of Funding Availability (NOFA)
Business, Consumer Services and Housing Agency
Homekey Round 3 Application Page 1 of 43 CoverPage
April 24, 2023
Email: Homekey@hcd.ca.gov
Website: https://www.hcd.ca.gov/grants-and-funding/homekey
Gustavo Velasquez, Director
Department of Housing and Community Development
2020 West El Camino Avenue, Suite 150, Sacramento, CA 95833
Telephone: (916) 263-2771
Homekey Round 3 Application Page 2 of 43 CoverPage
Zip
Project County
Homekey Round 3 Project Overview Rev 4/23/2023
§401 Pre-Application Consultation Requirement
Project City San Luis Obispo 93405
Homekey Summary (auto populated from Award, Match and Revenue worksheet)
"Green" shaded cells indicate HCD Use Only.
Operating Subsidy
YesHas the Eligible Applicant completed a pre-application survey and received approval from the Department to submit an Application?
Pre-application surveys will be available upon the release of this NOFA and may be requested by emailing Homekey@hcd.ca.gov.
Is the Project in a Rural Area per H&S Code §50199.21? (use the TCAC Method for determining rural status)
30
Land area (acres)Total residential area (sq. ft.)
Project Type Permanent Housing
Other Eligible Projects not listed above (describe below)
The City of San Luis Obispo and Peoples Self Help Housing Corporation (PSHH) are partnering on a motel acquisition and conversion to provide 75 units of permanent supportive housing to
homeless individuals, chronically homeless individuals, and youth who are homeless or at risk of becoming homeless. This project is implementing the City and County's goal to reduce the
unsheltered homelessness 25% from 2022 point in time count. The City of San Luis Obispo has the highest number of homeless individuals in the County. The Subject Property is currently
an operating 87-unit Motel 6 in good condition. The plan is to convert the project into seventy studios and six two-bedroom units including a manager's unit.
The Subject Property is in a good location for Permanent Supportive Housing, with easy access to transit and amenities that include a nearby Target.
PSSH will be the property manager and supportive services provider for this project.
Currently, PSHH (the Corporation) holds the Purchase & Sale Agreement with the Seller of the property. The purchase and sale agreement will be assigned to the LLC (CoApplicant #2), who
will own and operate the property. If in the future, PSHH pursues tax credits, the property will transfer to a LP (CoApplicant #3). However, the LLC will be the initial Borrower for the Homekey
funds, if awarded. PSHH is the sole member of the LLC and the LLC is the Managing General Partner of the LP. The Board of Directors for the Corporation approved Resolutions authorizing
all 3 entities to participate in the Homekey program if awarded.
Project Narrative
For appeals, submit to: homekeyappeals@hcd.ca.gov
Number of Units accessible to persons with hearing or vision disabilities 5
Capital Baseline Award
Instructions
NOFA section references are made with "§" and the corresponding NOFA section number.
"Yellow" shaded cells are for Applicant input. Failure to submit a complete application including the required documentation may result in the need for you to amend and
resubmit your application resulting in your application's HCD review to be repositioned to the date of resubmittal.
"Orange" shaded cells' indicate required attachments. Electronically attached files must use the naming convention in the Application. For Example: "Housing Site Map" for
the map indicating the original target housing location and all proposed housing location(s).
"Blue" shaded cells indicate Application scores.
"Red" shaded cells indicate the Applicant has likely failed to meet a Homekey requirement. 'Applicant Scoring Criteria' worksheet cells shaded in "red" indicate that the
Applicant has failed to meet the minimum points required.
Please don’t hesitate to contact us with any questions or if you need assistance in completing this application.
For application specific assistance, complete the 'App Support' worksheet & email your Excel application to: homekey.help@hcd.ca.gov
For general Homekey NOFA and program questions, email: homekey@hcd.ca.gov.
Total Requested Operating Subsidy
Total Requested Capital Award$4,003,057Additional Contribution
50% Relocation Costs
$17,303,057
$19,294,848
$1,991,791
Number of Homeless Units
Number of Units Proposed in the Project 76
Total Requested Homekey Award (capital + operating + 50% relocation costs)
$13,300,000
$1,991,791
Number of Chronically Homeless Units
$0
87
25 20
9
1433 Calle Joaquin
Calle Joaquin HomekeyProject Name
75
0
Number of Homeless Youth or Youth at Risk of Homelessness Units
State CA
Number of Doors at Acquisition Number of Assisted Units
Number of Units accessible to persons with mobility disabilities
Number of At-Risk of Homelessness Units
Project Address
Project Overview
i. Acquisition & Rehabilitation
Project and unit
amenities/features
Kitchenettes included? No If yes, how many units? 0 Number of parking spaces Number of elevators
No. of residential building 3 2,670 Common area (sq. ft.)
§201 Eligible Uses
NoSan Luis Obispo
053-151-026
20,807
091
1.84
Assessor Parcel Number(s) (APNs)
Other (specify)
Homekey Region Central Coast
None
Is the Applicant requesting for relocation costs?
(§201(vi) Relocation costs for individuals who are being displaced as a result of
your Homekey Project.)
Is the Applicant requesting for Homekey operating subsidy?
(§201(vii) Capitalized operating subsidies for units purchased, converted,
constructed, or altered with funds provided pursuant to HSC §50675.1.3.)
No
Yes
§202(viii). Applicant acknowledges Homekey Assisted Units previously awarded under Rounds 1 and 2 of Homekey funding are ineligible for Homekey Round 3
funding.Yes
§202 Eligible Projects i. Conversion of nonresidential structurs to residential dwelling units
Homekey Round 3 Application Page 3 of 43 Overview
Homekey Round 3 Project Overview Rev 4/23/2023
Scope of Work (Please include a clear, precise description of the work to be performed; the services to be provided; and all other goals, objectives, and deliverables to be fulfilled.)
Calle Joaquin Homekey is an 87-room Motel 6 consisting of three buildings connected by stairs and upper walkways with ongrade parking and a pool. The property will be converted to a
permanent residential use providing an onsite manager unit, space for onsite service provision, and 75 permanent supportive housing units. Planned repairs/renovations are detailed in the
PNA and include immediate needs, capital needs, and green upgrades, including filling in the pool and cover it over to provide outdoor community space.
Plan to
Apply?
If Project is also known under another name(s) or was formerly known under
another name(s), provide the name(s).
N/A
Has the Applicant applied, plan to apply, or been awarded other HCD program funds (outside this Homekey NOFA) for this Project site?No
Loan Amount HCD Contract NumberAwarded? Award Date/Expected
Award DateOther HCD Program(s) Name(s): Grant Amount
Homekey Round 3 Application Page 4 of 43 Overview
Homekey Round 3 Project Overview Rev 4/23/2023
City Zip
Title
Title
City Zip
City Zip
Title
Title
City Zip
City Zip
Title
Title
City Zip
City Zip
Title
Title
City Zip
§200 Eligible Applicants
djohnson@slocity.org
File Name Co-App1 Signature Block See Applicant Documents worksheet Uploaded to HCD?Yes
File Name Co-App1 Payee Data or TIN
Yes
Organization type Nonprofit Corporation
Is there a Co-Applicant? If so, please click the appropriate button:
People's Self Help Housing Corporation
dwiberg@slocity.org Phone
93405CA
File Name App1 TIN Form
Auth Rep Email
(805) 540-2453Contact
San Luis Obispo
Email (805) 781-7025
File Name
File Name
Yes
See Applicant Documents worksheet
Phone
File Name App1 Signature Block See Applicant Documents worksheet Uploaded to HCD?
CA
File Name
File Name Co-App3 Payee Data or TIN
See Applicant Documents worksheet
Uploaded to HCD?
Co-Applicant #3 (if applicable)
Limited Partnership
Address 1060 Kendall Rd San Luis Obispo
Co-App1 Tax-Exempt Status Evidence of tax-exempt status from IRS and Franchise Tax Board, if applicable
File Name
1060 Kendall Rd San Luis Obispo State CA 93036
See Applicant Documents worksheet Uploaded to HCD?Yes
Reference: Certifications & Legal worksheet.
CEO & President Email
Address
File Name Co-App1 OrgChart
File Name
Co-App3 Cert & Legal Reference: Certifications & Legal worksheet.
Address 1060 Kendall Rd San Luis Obispo
Organization type
Kenneth Trigueiro CEO & President
File Name Co-App1 Cert & Legal Uploaded to HCD?
Co-App1 OrgDoc1, OrgDoc2, etc.
Entity name
Phone (805) 781-7114Derek Johnson City Manager
kennetht@pshhc.org
93401
Yes
City of San Luis Obispo
See Applicant Documents worksheet
Homelessness Response Manager
Signature required; see Applicant Documents worksheet.
State990 Palm St CA
Yes
File Name
State CA 93401
Yes
N/A
File Name Co-App1 LP Agreement
See Applicant Documents worksheet
Uploaded to HCD?N/A
Entity name Calle Joaquin Homekey LLC Organization type Limited Liability Company
LP See Applicant Documents worksheet
File Name Co-App1 Article of Org Uploaded to HCD?
File Name Uploaded to HCD?
File Name Co-App1 Cert of LP Uploaded to HCD?
Contact
Yes
File Name
Uploaded to HCD?
Email kennetht@pshhc.org
Uploaded to HCD?
Uploaded to HCD?YesFile Name
Uploaded to HCD?
Kenneth Trigueiro
Signature required; see Applicant Documents worksheet.
Uploaded to HCD?Yes
Co-Applicant #1 (if applicable)
Address 1060 Kendall Rd San Luis Obispo State CA
Daisy Wiberg
App1 Resolution
Address
N/A
File Name Co-App1 Cert of Amendment Uploaded to HCD?N/A
File Name Co-App1 Stat of Information Uploaded to HCD?N/A
LLC
See Applicant Documents worksheet Uploaded to HCD?Yes
Auth Rep Phone (805) 540-2453
YesCo-App1 Resolution
City
Address 990 Palm St San Luis Obispo State
Entity name
Applicant #1
93405
File Name App1 Cert & Legal Reference: Certification & Legal Worksheet
Uploaded to HCD?
Co-App1 Cert of Good Standing Dated 30 days or less from the Application due date
Uploaded to HCD?
File Name
N/A
Co-App2 Cert of Amendment
Uploaded to HCD?Yes
File Name
LLC
LP
See Applicant Documents worksheet Uploaded to HCD?Yes
Yes
State CA
Co-App3 OrgChart See Applicant Documents worksheet Yes
Email
Co-App3 Cert of Good Standing Dated 30 days or less from the Application due date
kennetht@pshhc.org
Co-App3 Resolution
Co-App2 Cert of LP
Co-App3 OrgDoc1, OrgDoc2, etc.
CA 93401
Signature required; see Applicant Documents worksheet.
1060 Kendall Rd
Entity name
Kenneth Trigueiro CEO & President Email
File Name
N/A
93401
Phone (805) 540-2453
Uploaded to HCD?Yes
Co-App3 Tax-Exempt Status
San Luis Obispo StateAddress
Kenneth Trigueiro CEO & President
File Name
Contact
Auth Rep
File Name
Yes
Co-App2 LP Agreement Uploaded to HCD?N/ASee Applicant Documents worksheet
Co-App2 Signature Block See Applicant Documents worksheet
Calle Joaquin Homekey LP Organization type
Uploaded to HCD?
kennetht@pshhc.org Phone
Uploaded to HCD?
Yes
Uploaded to HCD?Yes
Yes
Co-App2 Tax-Exempt Status
See Applicant Documents worksheet N/A
Co-App2 Stat of Information
(805) 540-2453
Uploaded to HCD?
Yes
Yes
File Name
File Name
File Name
File Name Uploaded to HCD?
Contact
Co-App2 Resolution Signature required; see Applicant Documents worksheet.Uploaded to HCD?
Co-App2 Payee Data or TIN
Uploaded to HCD?
See Applicant Documents worksheet
93401
Co-App2 OrgDoc1, OrgDoc2, etc.Yes
Yes
Co-App2 Cert & Legal Reference: Certifications & Legal worksheet.
File Name
Kenneth Trigueiro CEO & President
Phone (805) 540-2453
1060 Kendall Rd State
Phone
Auth Rep
(805) 540-2453Email kennetht@pshhc.org
Address San Luis Obispo
Kenneth Trigueiro CEO & President Email kennetht@pshhc.org
File Name Evidence of tax-exempt status from IRS and Franchise Tax Board, if applicable Uploaded to HCD?N/A
Uploaded to HCD?
File Name
Uploaded to HCD?
Uploaded to HCD?Yes
See Applicant Documents worksheet Uploaded to HCD?
Co-App3 Signature Block
Co-Applicant #2 (if applicable)
File Name Uploaded to HCD?N/A
File Name
See Applicant Documents worksheet
Co-App2 OrgChart See Applicant Documents worksheet
Co-App2 Cert of Good Standing Dated 30 days or less from the Application due date
Uploaded to HCD?
Evidence of tax-exempt status from IRS and Franchise Tax Board, if applicable
Co-App2 Article of Org
File Name
File Name
Yes
Uploaded to HCD?
Hide Co-App Hide Co-Apps Three Co-Apps Four Co-Apps
Homekey Round 3 Application Page 5 of 43 Overview
Homekey Round 3 Project Overview Rev 4/23/2023
City Zip
City Zip
City Zip
City Zip
City Zip
City Zip
City Zip
Address
Contact Name Jane Renehan
State CA
San Luis Obispo
Legal Name
Address CA
Email djohnson@slocity.orgCity of San Luis Obispo Contact Name Derek Johnson
Legal Name Contact Name Email
State
Legal Counsel
The Duncan Group dba People's Self-Help Housing
(805) 594-5323 Address 487 Leff Street San Luis Obispo State 93406
Development/Operating Funding Source
93401
Legal Name
CA
Contact Name
Phone
Phone (805) 781-7114
Housing Authority of the County of San Luis Obispo Scott Collins Email scollins@haslo.org
990 Palm Street San Luis Obispo State
State CA
Development/Operating Funding Source
(805) 548-2349 Address 1060 Kendall Rd
Phone
Architect
93036Phone
Legal Name Email janer@pshhc.org
CA
Development Team Contacts (provide information that is currently available)
93036
Financial Consultant
Phone
EmailTodd Broussard toddb@pshhc.orgContact NameLegal Name People's Self-Help Housing Corporation
StateAddress
Legal Name Gubb & Barshay Contact Name Lauren Fechter Email lfechter@gubbandbarshay.com
N/A
General Contractor
Phone (415) 781-6600 x5 Address 235 Montgomery Street, Suite 1110 San Francisco
Phone
94104
Contact NameLegal Name
San Luis Obispo State(805) 540-2449 Address
Email
1060 Kendall Rd
Property Management Company
File Name Co-App3 Stat of Information Uploaded to HCD?
Co-App3 Cert of Amendment
File Name Yes
See Applicant Documents worksheet
LLC
Uploaded to HCD?
See Applicant Documents worksheet
Co-App3 Article of Org
File Name Uploaded to HCD?N/A
File Name Co-App3 Cert of LP LP Uploaded to HCD?Yes
File Name Co-App3 LP Agreement Uploaded to HCD?Yes
Homekey Round 3 Application Page 6 of 43 Overview
Applicant acknowledges that no additional Co-Applicants or Special Purpose Entities will be considered subsequent to the date of application.Yes
iv. Applicant acknowledges the requirement to submit a written non-discrimination policy that complies with the requirements in §505.Yes
File Name: Non-Discrimination Policy Provide a non-discrimination policy Uploaded to HCD? Yes
Address
1433 Calle Joaquin, San Luis Obispo
Threshold Rev
4/23/2023
Type of Site Control
e. A sales contract, or other enforceable agreement for the
acquisition of the property
vii. Applicant acknowledges the requirement to submit a concise and reasonably detailed answer to the following question: how did the Applicant engage or will
engage with the Target Population to inform the design of the Project operations and Supportive Services? The guidance document can be found on the
Homekey website.
Yes
File Name Engaging the Target Population
statement
Provide a response on how the Applicant engage or will engage with the Target
Population to inform the design of the Project operations and Supportive Services.Uploaded to HCD?Yes
APN
Karishma Chandni
Hospitality Inc.7/18/23 1/18/24
ii. Applicant agrees Project(s) must serve persons qualifying as members of the Target Population per Article VII(xl).Yes
vi. Applicant acknowledges the requirement to submit a response to the following question: what specific actions will the Applicant take to ensure equitable
access to housing and services for groups that are overrepresented among residents experiencing homelessness in its jurisdiction, including racial,
ethnic and LGBTQ+ groups? The response shall reference the latest Continuum of Care (CoC) HMIS demographics data to explain.
Yes
File Name Racial & Gender Equity Provide Racial & Gender Equity statement Uploaded to HCD?Yes
Construction start date 2/1/24 Construction completion date 10/31/24 Estimated occupancy date 11/30/24
File Name Local Appr, CEQA, and NEPA
Local Approvals, CEQA, and NEPA, as evidenced by the completed and signed Local
Jurisdiction and NEPA Responsible Entity Verification worksheet Uploaded to HCD?
Yes
v. Applicant acknowledges the requirement to submit an overview below of the plan and timeline for any required entitlements, permits, and environmental clearances.
Applicants must also complete the 'Local & Env Verification' worksheet. Eligible Applicants will have an opportunity to discuss their land use and environmental
clearance plans, and related statutory authorities during the pre-application consultation.
Yes
§300 Threshold Requirements
viii. Applicant must have site control of all properties at the time of application, and control must not be contingent on the approval of any other party. Does Applicant
have site control? If Yes, enter site control information for each APN and most recent execution date. Describe site control special circumstances below. Yes
Current owner
Execution
date Expiration date
053-151-026
Yes
To be eligible to receive funding, all projects must meet the following requirements as they relate to the Eligible Applicant and the project types.
i. Applicant acknowledges that applications may be submitted independently by an Eligible Applicant, as defined in §200. Alternatively, each of the foregoing Eligible
Applicants may apply jointly with a Co-Applicant, as specified?Yes
iii. Applicant acknowledges that applications must include a Project-specific Supportive Services plan, that shall be consistent with any representations made in the
application and it shall meet the Homekey program requirements? Applicant also acknowledges that the Department in its sole discretion shall make the determination
(1) if the Supportive Services plan is sufficiently complete to pass threshold and (2) if the Supportive Services plan and property management plan is
compliant with Housing First and other evidence-based practices. Applicant must comply with the requirements in §300(iii) and §501 of the NOFA.
Homekey Round 3 Application Page 7 of 43 Threshold
Threshold Rev
4/23/2023
Provide a recent market study within the past year which conforms to TCAC guidelines,
and/or a rent roll, and/or other supporting documentation per §205 of the NOFA Uploaded to HCD? N/A
Uploaded to HCD?
ix. Applicant agrees to provide a preliminary title report for each site, dated with 15 days of the application submittal?Yes
viii(h). Applicant acknowledges that if one or more sites will require a use change for permanent housing, Applicant must submit a commitment and plan to
facilitate or expedite those processes, so as to not delay expenditure and occupancy requirements?Yes
Provide current preliminary title report for each site above Uploaded to HCD? Yes
Provide documentation of the type of site control for each site above Uploaded to HCD? Yes
xi. Applicant agrees to provide a detailed development plan that supports acquisition of a site, completion of rehabilitation or construction, occupancy, and fund
expenditure before all program deadlines, factoring in entitlements, permits, procurement, potential construction delays and supply chain issues, and demonstrates
evidence of strong organizational and financial capacity to develop the project? A development plan template can be found on the Homekey website.
Yes
None
Yes
Yes
Yes
xvi. Applicant acknowledges that all Projects seeking funding for Rehabilitation must submit the following?
a. Rehabilitation narrative of current condition of structure(s) and overall scope of work; and
b. Physical Needs Assessment (PNA) prepared by a qualified independent third-party contractor;
Yes
xvii. Applicant acknowledges that for Projects seeking funding for master leasing and purchase of affordability covenants, a market study prepared within the
last year which conforms to TCAC guidelines, and/or a rent roll, and/or other supporting documentation noted in §205?N/A
Yes
People's Self Help Housing Corporation
File Name: Market Study
x. Applicant acknowledges that the Eligible Applicant or Co-Applicant applying for the Homekey funding is the entity that HCD relies upon for experience and capacity,
and will control the project during acquisition, development, and occupancy?
Yes
Yes
If select yes,
how many
months?
No
Is the Eligible Applicant requesting for an expenditure deadline extension?
Note: Awardees will be subject to the following deadlines:
1. Acquisition, Rehabilitation, and/or construction must be completed 12 months from the date of award letter;
2. Capital expenditure must be completed within eight (8) months, or up to 15 months from the date of award if requesting an expenditure
deadline extension; and
3. Full occupancy must be achieved by 15 months from date of award letter.
xv. Applicant acknowledges the requirement to submit an Appraisal for all conversion, acquisition, and new construction uses as defined in §201? The
appraisal must be in compliance with the Homekey requirements outlined in the Homekey Appraisal Guidance document on the Homekey website: Homekey 3.0
Appraisal Guidance.
xviii. Applicant acknowledges that all Projects seeking funding for Rehabilitation and new construction are required to submit a Phase I Environmental Site
Assessment (ESA) which was prepared no earlier than 12 months prior to the application due date?
Rehab Description Narrative description of current condition of structure(s) and overall scope of work Uploaded to HCD?
File Name: PNA Physical Needs Assessment prepared by a qualified independent third-party contractor Uploaded to HCD?
File Name:
Yes
Provide details below for unusual site control special circumstances or "Other" types of site control:
Indicate which Eligible Applicant the Department can rely on for
experience and capacity:
Provide a detailed development plan that supports acquisition of a site, completion of
rehabilitation or construction, occupancy, and fund expenditure before all program
deadlines, factoring in entitlements, permits, procurement, potential construction delays
and supply chain issues, and demonstrates evidence of strong organizational and financial
capacity to develop the project.
Uploaded to HCD?Yes
xii. Applicant agrees that Assisted Units and other units of the Project must meet all applicable state and local building standards pertaining to rental housing and
manufactured housing, including but not limited to requirements for minimum square footage, and requirements related to maintaining the Project in a safe and sanitary
condition?
Yes
xiii. Applicant acknowledges all Applicants and Co-Applicants must be in good standing with the State of California and all agencies and departments thereof? By
way of example and not limitation, an Applicant and Co-Applicant must be qualified to do business in the State of California and must be in good standing with the
California Secretary of State and the California Franchise Tax Board. Applicants that are delinquent in meeting the material requirements of previous Department
awards may, in the Department’s reasonable discretion, fail threshold review.
Yes
xiv. Applicant acknowledges that the Department will require Eligible Applicants to submit a complete application with all required documents? The Department
reserves the right to request clarification of unclear or ambiguous statements made in an application and other supporting documents. The following items must be
submitted with the application:
a. Completed application workbook with all worksheets and supplemental information completed;
b. Required documents from each Eligible Applicant and Co-Applicant as applicable, including but not limited to:
i. Executed resolutions attested to by a person other that the person identified as the authorized signatory. If there is more than one authorized signatory identified,
state whether one or all signatories are required to submit and execute program documents. If the application is being signed by a designee of the authorized signatory,
the Applicant must also submit a designee letter or other proof of signing authority;
ii. Payee Data Record or Taxpayer Identification Number (TIN) form;
iii. Evidence of tax-exempt status from the Internal Revenue Service (IRS) or Franchise Tax Board, if applicable;
iv. Signature block uploaded in Microsoft Word format;
v. Organizational chart that depicts the organizational structure of the entities in relation to the Applicants; and
vi. Organizational documents supporting the resolutions submitted with the application. The Department reserves the right to request additional documentation at any
point to verify an entity’s authority and/or organizational structure.
File Name: Development Plan
Provide proof of commitment to facilitate or expedite those processes, so as to not delay
expenditure and occupancy requirements
File Name: Prelim1, Prelim2, etc.
Site Control1, Site Control2, etc.
File Name: Use Change
File Name:
Homekey Round 3 Application Page 8 of 43 Threshold
Threshold Rev
4/23/2023
Homeless
264At-Risk of Homelessness
Permanent
Housing
Population Served
# of
months
serving
If Yes, enter supportive service
provider name and complete
experience chart below:
Permanent
Housing
Permanent
Housing
144
24
Experience provider
Property Manager
HomelessPermanent
Housing
Who provides the
experience
People's Self Help
Housing Corporation 1/13/11
Project name and address
El Patio Hotel 167 S. Palm St Ventura CA 93001
a. Development, ownership, or operation of a project similar in scope and size to the proposed project; or development, ownership, or
operation of at least two affordable rental housing projects in the last 10 years, with at least one of those projects containing at least
one unit housing a tenant or participant who qualifies as a member of the Target Population. (a1. or a2. must be Yes to pass Threshold)
If Environmental Site Assessment Phase I requires a Phase II study,
submit a Phase II (prepared or updated no earlier than 12 months prior
to the application due date).
Uploaded to HCD?
Population served
xx. Applicant has Enforceable Funding Commitments (EFCs) to cover operations and service costs with specific funding sources, including federal, state, local, private,
or philanthropic sources, for the proposed Project for the first five (5) years, and a funding plan covering operations and services costs for ten (10) years thereafter, for
a total operating budget of fifteen (15) years from the recordation of the Affordability Covenant? (See §304(1)(b) for potential points).
Housing
type
N/A
YesUploaded to HCD?
Env. Report 2File Name
File Name Env. Report 1
Environmental Site Assessment Phase I (prepared or updated no
earlier than 12 months prior to the application due date).7/28/23
Yes
xxi. Eligible Applicant or Co-Applicant must demonstrate the following minimum experience and capacity requirements below:Yes
Yes
Latest date
developed, owned,
or operated
a1. Has Applicant developed, owned, or operated a project similar in scope and size to the Project? If Yes, provide details below:Yes
Experience
type
Passes threshold?
xix. Applicant acknowledges the requirement to submit a concise, sufficiently detailed narrative to demonstrate its consideration of, and early engagement with,
applicable relocation assistance laws and requirements? See §300(xix). This Relocation Assistance Narrative will be evaluated by the Department to determine
whether a relocation plan is required by law or whether a certificate of no-relocation can be issued. A template can be found on the Homekey website.
Note: This Relocation Assistance Narrative does not take the place of the relocation plan, or the Certification Regarding Non-Application of Relocation Benefits and
Indemnification Agreement, that the Grantee shall submit as a condition of funding.
Yes
File Name: Relocation Assistance Narrative Relocation Assistance Narrative for displacement or no displacement Uploaded to HCD? Yes
File Name: Appraisal
If land costs will be included in the Development Budget, attach an appraisal dated within
60 days of the application submittal date Uploaded to HCD? Yes
Project name and address
Who provides the
experience
Latest date
developed, owned,
or operated
Property Manager
Property Manager
Yes
Property Manager Homeless
3/15/21
Homeless 5/15/23
144Supportive Service
Provider
Permanent
Housing
Permanent
Housing
Heath House 18 E. Sola St Santa Barbara CA 93103
Victoria Hotel 24 E. Victoria St Santa Barbara CA 9313 At-Risk of Homelessness
Supportive Service
Provider
264
24
Supportive Service
Provider
Homeless
El Patio Hotel 167 S. Palm St Ventura CA 93001
Project name and address
Experience
type
Housing
type
Qualifying unit population
served
a2. If a1 above is Yes, skip. Applicant has operated at least two affordable rental housing projects in the last ten years, with at least one of those projects containing
at least one unit housing a tenant or participant who qualifies as a member of the Target Population (enter Project information below)?Yes
Developed At-Risk of Homelessness
Property manager
service years
b. Experience helping persons address barriers to
housing stability & providing support services
Supportive Service
Provider service years Yes
Templeton Place II People's Self Help
Housing Corporation Operated Affordable
Rental
Pass threshold (three or more years
of experience)?36.00 36.00
Heath House 18 E. Sola St Santa Barbara CA 93103
Similar Size
and Scope
Affordable
Rental Homeless
Enter Supportive Service Provider name and complete experience chart below:
People's Self Help
Housing Corporation Operated
If Yes, enter property manager
name and complete experience
chart below:
Property Manager
People's Self Help Housing
Corporation
Has a supportive service
provider been selected?
If No, Applicant certifies that this requirement will be
reflected in future solicitation or memorandum of
understanding?
If No, Applicant certifies that this requirement will be
reflected in future solicitation or memorandum of
understanding?
Housing
type
Victoria Hotel 24 E. Victoria St Santa Barbara CA 9313
People's Self Help Housing
Corporation
El Patio Hotel 167 S. Palm St Ventura CA 93001
Heath House 18 E. Sola St Santa Barbara CA 93103
YesHas a property manager
been selected?
Homekey Round 3 Application Page 9 of 43 Threshold
Threshold Rev
4/23/2023
a. What is the number of available shelter beds in Applicant’s jurisdiction?
b. What is the number of people experiencing unsheltered homelessness in the homeless PIT?
Housing First Experience
Supportive Service
Provider
Supportive Service
Provider
10.0%
Staff type Employee / Consultant full name % of time dedicated to this project
d2. Applicant certifies that it will have adequate staff, capital, assets, and other resources to efficiently meet the operational needs of the Project?
Note: Evidence of capacity must be reasonably acceptable to the Department in form and substance.Yes
Housing Director
Supportive Service
Provider
Yes
Supportive Service
Provider
Supportive Service
Provider
Provide experience administering a Project in accordance with the core components of
Housing First
d. Development, ownership, or operation capacity.
d1. Does Applicant have the capacity to develop, own, and operate the proposed Project?
If Yes, provide details in the Development Team Staffing Chart below:Yes
Position title
Employee John Day
Supportive Service
Provider
Employee Katherine Aguilar
80.0%
Development Team Staffing Chart
(Project Executive and key Project Staff)
Full time / Part time
c. Experience administering a Project in accordance with the core components of Housing First (Welfare & Institutions Code §8255).Yes
File Name:
Full TimeChief R.E. Dev Officer
Uploaded to HCD?
Employee Veronica Garcia 10.0%
Full Time
Associate Director Full Time
xxii. One-for-one replacement of assisted housing
d. Will all of the proposed housing be located within the original target housing location neighborhood?
a. Will the acquired housing or site be redeveloped/repositioned as part of the Local Public Entity's overall goal to address the needs of the Target Population and
the community?
File Name: One-for-one Replacement
xxii(a) and (b): If the acquired housing or site will be redeveloped/repositioned per the
locality's overall goal to address the needs of the Target Population and the community
(unless the target site is going to be demolished before any occupancy by the Target
Population), provide a letter of commitment to ensure one-for-one replacement of units.
Uploaded to HCD?N/A
b. If Yes to xxii(a) above, will the acquired units be subsequently combined to add kitchens, create larger units, and/or create units with additional bedrooms, the
applicant will provide such information in the application and ensure an approximate equivalence of square footage available for the benefit of Project residents and
participant?
N/A
e. Applicant acknowledges the requirement to provide a plan to connect participants to Permanent Housing, describing the number and type of Permanent Housing
opportunities, how the Project will leverage Supportive Services staff to navigate to Permanent Housing, and the funding plan to make connections to Permanent
Housing.
File Name:
c. If Yes to xxii(a) above, will the target site be demolished before any occupancy by the Target Population?N/A
No
If replacement housing is proposed outside the target neighborhood, include a
justification explaining why it is necessary to locate this replacement housing outside the
target neighborhood (i.e., offsite) and how doing so supports and enables the Target
Population to maintain housing.
Uploaded to HCD?N/A
N/AMap indicating the original target housing location and all proposed housing location(s).
File Name: Outside Neighborhood
Supportive Service
Provider
Housing Site Map
No
Provide a plan to connect participants to Permanent Housing, describing the number and
type of Permanent Housing opportunities, how the Project will leverage Supportive
Services staff to navigate to Permanent Housing, and the funding plan to make
connections to Permanent Housing.
1. The Department will only consider an Interim Housing Project application if the Applicant demonstrates a need for Interim Housing in its Homekey application. The Department in
its sole discretion may fail on threshold any Interim Housing Project application that does not sufficiently demonstrate a need, as described in §301.
In addition to §300, Interim Housing Projects will also be evaluated on a demonstration of need for Interim Housing based on the following requirements:
File Name:Plan to Perm Hsg Uploaded to HCD?N/A
Uploaded to HCD?
c. What is the shelter vacancy rate in the summer and winter months?
d. What is the percentage of exits from emergency shelters to Permanent Housing?
N/A
§301 Interim Housing Requirements skip this application section if your Project Type is Permanent Housing; please complete §302
i. Applicant acknowledges the requirement to provide the following data below:N/A
Homekey Round 3 Application Page 10 of 43 Threshold
Threshold Rev
4/23/2023
File Name Local Homelessness Action Plan
Provide a copy of the Eligible Applicant’s approved Local Homelessness Action Plan
pursuant to HHAP Round 4, which clearly states the need for Interim Housing.Uploaded to HCD?N/A
2. Applicant acknowledges that Interim Housing Projects awarded Homekey funding pursuant to this NOFA may apply to convert to Permanent Housing in
accordance with this section? Approval to convert an Interim Housing Project to a Permanent Housing Project shall be within the Department’s sole and reasonable
discretion. Grantees shall meet the requirements in §301(2) in order to convert Interim Housing Projects to Permanent Housing Projects.
N/A
iii. Applicant acknowledges that if the Eligible Applicant did not receive a direct funding allocation under HHAP, the Eligible Applicant shall describe how it has worked
with HHAP recipients in the region and the Continuum of Care (CoC) to coordinate and align the proposed Homekey Project with the Local Homelessness Action Plan
goals and strategies?
N/A
File Name Interim Hsg Collaboration
Provide a description how Applicant has worked with HHAP recipients in the region and
the Continuum of Care (CoC) to coordinate and align the proposed Homekey Project with
the Local Homelessness Action Plan goals and strategies.
Uploaded to HCD?N/A
iv. Applicant acknowledges that if the Eligible Applicant is entitled to apply directly to the HHAP program, the Homekey application must also include the Eligible
Applicant’s approved Local Homelessness Action Plan pursuant to HHAP Round 4, which clearly states the need for Interim Housing?N/A
i. Applicant acknowledges that Homekey may fund all units in a Project or a portion of the units. If seeking Homekey funding for a portion of the units in a given project,
Applicants must identify committed sources for the non-Homekey units. The non-Homekey units are not required to serve the Homekey Target Population and may
therefore be restricted at higher AMI levels, which may help promote project feasibility.
Yes
i. Applicant acknowledges that the Eligible Projects under this project type must provide evidence of site control (as defined in §300) within 60 days from the date
of the conditional award. Note: Failure to meet this requirement will rescind the conditional award.N/A
ii. Applicant acknowledges that the Eligible Projects under this project type must meet the following threshold requirements (a-d below), within 90 days from the date
of the conditional award. Note: Failure to meet this requirement will rescind the conditional award.
a. Relocation narrative, as defined in §300;
b. Appraisal, as noted in the Application Upload Checklist;
c. PNA or equivalent evidence of rehabilitation costs, as noted in the Application Upload Checklist; and
d. Phase 1 ESA or equivalent, as noted in the Application Upload Checklist.
N/A
File Name: Interim Hsg Project Alignment
Provide a description of how the proposed Homekey Interim Hsg. Project aligns with the
Local Homelessness Action Plan or a description on how the Applicant's jurisdiction has
worked with recipients in the region and Continuum of Care (CoC) to coordinate and align
the proposed Homekey project with the Local Homelessness Action Plan goals and
strategies.
Uploaded to HCD?N/A
§302 Single-Family Scattered Site Housing Requirements skip this application section as applicable; please complete §203
As described in §203 and §207(1)(c), the Department may conditionally award up to four (4) single-family home scattered site housing Projects up to $10 million each.
Applicants for this project type must meet all requirements identified in §300, and submit all documents required in the Application Upload Checklist with the following
exceptions:
a. If at time of acquisition, an existing tenant’s household income is at or below 50% AMI, but the tenant does not qualify as a member of the Target Population, the
tenant may remain in place and the unit may still be funded by Homekey. When, in the course of normal tenant turnover, the ineligible household
moves from the unit, the Applicant acknowledges that the unit shall thereafter be occupied by the Target Population?
Note: There should be no more than 49 percent of the Assisted Units that do not meet the Target Population at the time of acquisition. An existing household who
meets the Target Population definition or was a member of the Target Population at the time they moved into the property will not be counted towards the 49 percent
cap. Evidence confirming that existing tenants qualify as either at or below 50% AMI or Target Population will be required of the Applicant.
Yes
ii. Applicant acknowledges that at year 15 from the recordation of the Affordability Covenant, in circumstances where the Grantee has exhausted available operating
funding and demonstrated to the Department that the Project is no longer feasible, the Department may approve an increase in income levels, to the minimum extent
required for fiscal integrity, in five percent increments of Assisted Units up to 50 percent AMI?
ii. Applicant acknowledges that if the Eligible Applicant is entitled to apply directly to the HHAP program, then the Eligible Applicant shall provide a description of how
the proposed Homekey Interim Housing Project aligns with the Local Homelessness Action Plan it submitted pursuant to HHAP Round 4, including the extent to which
HHAP funding does not fully meet the need for Interim Housing?
Unless otherwise indicated, all scoring criteria and other NOFA provisions shall govern the allocation awards provided under this NOFA. Homekey Projects are not
required to serve only Homeless Youth, or Youth at Risk of Homelessness. Homekey Projects proposing to serve Homeless Youth, or Youth at Risk of Homelessness,
may also serve other qualifying members of the Target Population. At the close of the application period, any unused funds from this allocation shall be reallocated to
the Discretionary Reserve and shall be subject to the prioritization methods therein.
Applicant acknowledges that to qualify under Homeless Youth Allocation, Projects that meet the threshold requirements of Article III, as well as the
following criteria, will be prioritized for Homeless Youth allocation funds:
- Have at least 25% of Assisted Units reserved for Homeless Youth or Youth at Risk of Homelessness;
- Have jointly applied and/or partnered with a nonprofit corporation(s), including community-based organization(s), with at least three years of experience serving
current or former Foster Youth, Homeless Youth, or Youth at Risk of Homelessness; and
- Provide Supportive Services for Youth Assisted Units using a Positive Youth Development (PYD) model and trauma- informed care. Services may include, but are not
limited to, case management, income supports, educational and employment counseling, life skills, legal assistance, health and wellness, and family connection
services.
Yes
N/A
§303 Other Requirements
§203 Geographic Distribution and Allocations - Homeless Youth Allocation
Yes
iii. Applicant acknowledges that the Department reserves the right to set restrictions on the unit mix, rent levels, and other factors deemed necessary. To the maximum
extent possible, these changes shall minimize the impact on the lowest income Project residents and shall be phased in as gradually as possible. If, following any
increase in rents and income limits, or modification of Target Population occupancy requirements, new resources become available, or market demand changes,
allowing reversion to the former income and rent limits or Target Population occupancy requirements, the Department may re- impose these income limits and rent
limits or Target Population occupancy requirements, in whole or in part, subject to an analysis of Project feasibility?
Yes
Homekey Round 3 Application Page 11 of 43 Threshold
Threshold Rev
4/23/2023
N/A
vi. Applicant acknowledges that Homekey Grantee(s) shall not, for the duration of this Agreement, sell, assign, transfer, or convey the Project, or any
interest therein or portion thereof, without the express prior written approval of the Department?
§507 Environmental Clearances
§501 Housing First
Applicant acknowledges that the Eligible Applicant shall certify to employ the core components of Housing First, as set forth at Welfare and Institutions Code section
8255(b), in its property management and tenant selection practices? Projects shall accept tenants regardless of sobriety, participation in services or treatment,
history of incarceration, credit history, or history of eviction in accordance with practices permitted pursuant to Housing First practices, including local
Coordinated Entry System prioritization protocols, or other federal or state Project funding sources.
File Name NEPA Authority to Use Grant
Funds (if applicable)
NEPA Authority to Use Grant Funds issued by the Responsible Entity if the project is
proposing use of federal funds Uploaded to HCD?N/A
review HCD's CDBG-DR Environmental Review
guidance,For more information, visit the HUD Exchange,or contact HCD's Environmental Service Team at NEPA@hcd.ca.gov
N/A
File Name CEQA
Applicant acknowledges that it must provide National Environmental Clearance Act (NEPA) clearance, as applicable?
According to NEPA, Grantee(s) must consider environmental impacts early in the planning process before decisions are made, and actions are taken. The project must
assess environmental impacts if a project has applied for HUD assistance (HOME, CDBG, PBVs, Choice Neighborhoods Grant, ShelterCare Plus, etc.).
Yes
Applicant acknowledges that HCD does not determine which projects will require NEPA clearance. Applicant must provide HCD a status of any required NEPA review
at the time of application.
v. Applicant acknowledges that in addition to §300 above, master leasing projects will also be evaluated on the following requirements:
a. The Grantee shall provide a 15-year plan from the recordation of the use restriction to cover operations and service costs for the Project with specific funding
sources (government/philanthropic/private).
Applicant acknowledges per HSC §37001, subdivision (h)(2), article XXXIV, §1 of the California Constitution is not applicable to a development that consists of the
acquisition, rehabilitation, reconstruction, alterations work, new construction, or any combination thereof, of lodging facilities or dwelling units using moneys received
from the CSFRF established by the federal American Rescue Plan Act of 2021 (ARPA) (Public Law 117-2)? As such, Article XXXIV is not applicable to Homekey
funded development.
Yes
Applicant acknowledges the use of Homekey funds is subject to California's prevailing wage law (Lab. Code, §1720 et seq.)? Applicant is urged to seek
professional legal advice about the law's requirements. Applicant is also acknowledges that prior to disbursing the Homekey funds, the Department will require a
certification of compliance with California's prevailing wage law, as well as all applicable federal prevailing wage law. The certification must verify that prevailing wages
have been or will be paid, and that labor records will be maintained and made available to any enforcement agency upon request. The certification must be signed by
the general contractor(s) and the Grantee?
Yes
§506 Prevailing Wage
Provide a prevailing wage certification
Uploaded to HCD?
Yes
Applicants acknowledges all developments shall adhere to the accessibility requirements set forth in California Building Code Chapter 11A and 11B and the Americans
with Disabilities Act, Title II?
Yes
§504 Relocation
Applicant acknowledges that in addition to the Relocation Assistance Narrative required in §300(xix) submitted at time of application, before the Homekey
award will be disbursed, Grantee must submit either:
a. A Department-approved relocation plan; or
b. A Department-issued Certification Regarding Non-Application of Relocation Benefits and Indemnification Agreement (certificate of no-relocation), which has been
duly executed and approved by the Department?
Note: Homekey Grantees must comply with all applicable federal, state, and local relocation law. Grantees must have a relocation plan prior to proceeding with any
phase of a Project or other activity that will result in the displacement of persons, businesses, or farm operations. The relocation template can be found on the
Homekey website.
§505 Accessibility and Non-Discrimination
Uploaded to HCD?
Yes
Yes
File Name CES Participation and CoC Form
Provide a Coordinated Entry System Participation and Continuum of Care Coordination
Form Uploaded to HCD?Yes
Copy of CEQA Determination Documents Uploaded to HCD? In progress
Applicant acknowledges the Department encourages Eligible Applicants to fully engage with HCD’s technical assistance and to consider the CEQA exemption set forth
at HSC §50675.1.4 and the provision for land use consistency and conformity set forth at HSC §50675.1.3, subdivision (i)? Applicants should consult with their counsel
for legal advice in construing application of the foregoing exemptions to their Project. It is entirely within an Applicant’s discretion to determine whether to use the
statutory CEQA exemption, whether the exemption applies to the Applicant’s proposed activity, or whether some other mechanism applies and could be used to satisfy
obligations under CEQA.
In progressProvide a complete relocation plan
Yes
Yes
iv. Applicant acknowledges that in addition to §300 above, Applicants purchasing affordability covenants and restrictions will also be evaluated on the
following requirements:
a. The Grantees that purchase affordability covenants and restrictions for existing residential units shall restrict those units to individuals and families who are
Homeless or who are At Risk of Homelessness, as defined in 24 CFR part 578.3. Such restriction shall run for 55 years.
§502 Tenant Selection and Participant Selection
Applicant acknowledges that referrals to Homekey Assisted Units shall be made through the local Coordinated Entry System (CES) or another comparable prioritization
system based on greatest need. All referral protocols for Homekey Assisted Units must be developed in collaboration with the local CoC and implemented consistent
with the requirements set forth in this NOFA. CoC collaboration in Project and Supportive Service design is also strongly encouraged to help target and serve greatest
need populations. If referrals will be made using a prioritization system other than CES, the Applicant must describe the plan for tenant and participant selection, and it
shall be reasonably detailed and comprehensive, as determined by the Department in its sole and absolute discretion. For Grantees utilizing HOME-ARP funds as
match, this includes descriptions of any system that are consistent with HOME-ARP referral methods as described in HUD Community Planning and
Development (CPD) Notice 21-10. The CES Participation and CoC Coordination document can be found on the Homekey website.
Yes
N/A
File Name: Relocation Plan
File Name: Prevailing Wage Certificate
§503 Participation in Statewide HDIS/HMIS
Applicant acknowledges that pursuant to Assembly Bill 977, Homekey Grantees who have been awarded HCD funding under the Homekey Program must enter
Universal and Common Data Elements as defined by HUD on the individuals and families served into the Homeless Management Information System (HMIS), for
projects that will have completed permanent conversion of Department funds effective January 1, 2023, and later?
Yes
§500 Article XXXIV
Homekey Round 3 Application Page 12 of 43 Threshold
Threshold Rev
4/23/2023
Applicant Comments
Applicant acknowledges that all entities in the Grantee structure (to include the Eligible Applicant, any Co-Applicants, and any other entities added to the
ownership structure of the Project pursuant to [§303(vi).] of this NOFA) shall be bound by the Homekey Program Requirements; and shall remain jointly
and severally liable to the Department for performance under the Standard Agreement and for compliance with all Homekey Program Requirements? This
provision shall remain applicable notwithstanding any Department-approved transfer or assignment of interest, or any designation of a third party for the undertaking of
all or any part of the Scope of Work in the Standard Agreement.
Yes
Applicant acknowledges that Pursuant to HSC section 50675.1.3, subdivision (i), Homekey Projects “shall be deemed consistent and in conformity with any applicable
local plan, standard, or requirement, and any applicable coastal plan, local or otherwise, and allowed as a permitted use, within the zone in which the structure is
located, and shall not be subject to a conditional use permit, discretionary permit, or any other discretionary reviews or approvals.”?
Yes
§509 State Requirements
Applicant acknowledges that all Assisted Units and other Units of the Projects must meet all applicable state and local requirements pertaining to rental housing,
including but not limited to, requirements for minimum square footage, and requirements related to maintaining the property in a safe and sanitary condition?Yes
§508 Land Use
§510 Grantee Liability
File Name: Property-Hazard Insurance Proof of Property Insurance that meets the requirements in §800(v)Uploaded to HCD? In progress
§800 Insurance Requirements
File Name: Automobile Insurance Proof of Automobile Liability Insurance that meets the requirements in §800(ii)Uploaded to HCD? Yes
Applicant acknowledges that it shall provide documentation of its ability to obtain the insurance coverages outlined in Article VIII of this NOFA. Yes
File Name: Liability Insurance Proof of General Liability Insurance that meets the requirements in §800(i)Uploaded to HCD? Yes
Homekey Round 3 Application Page 13 of 43 Threshold
Rev 4/23/2023
Bdrm
size
No. of
Doors at
Acquisition
Baseline
Award based
on Units and
Bdrm Size at
Acquisition
Bdrm
size
Number of
Units
Proposed
Unit Size
(Square
Feet)
Income
Limit AMI Mngr Units Restricted
Proposed
Rent for
Restricted
Units Unrestricted
Monthly
Utility
Allowance1
Subsidy
Units
Monthly
Rent
Subsidy
Amount
Subsidy
Units
Monthly
Rent
Subsidy
Amount
Subsidy
Units
Monthly
Rent
Subsidy
Amount
Subsidy
Units
Monthly
Rent
Subsidy
Amount
At-Risk of
Homelessness
Units
Chronically
Homeless
Units
Homeless
Units
Homeless
Youth or Youth
at Risk of
Homelessness
Units
Total Assisted
Units
Baseline
Award based
on Units and
Proposed
Population
Served
Baseline
Award based
on Units and
Proposed
Bdrm Size
Maximum
Baseline
Award based
on Proposed
Project
Maximum
Additional
Award
(Equal to
Maximum
Local Match)
0 87 $13,050,000 0 70 250 30%0 $574 $287 $0 60 20 20 30 70 $9,250,000 $3,000,000 $12,250,000 $3,687,026
$0 $0 0 $0 $0 $0 $0
$0 2 1 750 None 1 $0 0 $0 $175,000 $175,000 $52,672
$0 2 5 500 30%$738 $369 $0 0 5 5 $0 $875,000 $875,000 $263,359
$0 $0 0 $0 $0 $0 $0
$0 $0 0 $0 $0 $0 $0
$0 $0 0 $0 $0 $0 $0
$0 $0 0 $0 $0 $0 $0
$0 $0 0 $0 $0 $0 $0
$0 $0 0 $0 $0 $0 $0
$0 $0 0 $0 $0 $0 $0
$0 $0 0 $0 $0 $0 $0
$0 $0 0 $0 $0 $0 $0
$0 $0 0 $0 $0 $0 $0
$0 $0 0 $0 $0 $0 $0
$0 $0 0 $0 $0 $0 $0
Total 87 $13,050,000 76 1 60 0 0 0 25 20 0 30 75 $9,250,000 $4,050,000 $13,300,000 $4,003,057
$526,440 $263,220 $0 $0 $0 $0 $0 33.33% 26.67% 0.00% 40.00% 100.00%$21,306,114
Yes
Applicant Comments
Owner pays all utilities
File Name:
Annual Net Rents Annual Subsidy
Revenue
Utility Allowance Uploaded to HCD?
1Local housing authority document showing current utility allowance chart, with relevant components circled.
HASLO PBV
Total Budgeted Development costs from 'Dev
Budget' worksheet cell M125
Maximum Capital Award (Baseline and Additional
Contribution) Based on Proposed Units for Permanent
Housing Project
Unit Mix
Doors at Acquisition Rental Subsidy Program
#2 NameMonthly Unit RentSan Luis Obispo Target Population - Homekey Assisted Units
(Article VII)
Rental Subsidy Program
#3 Name
Rental Subsidy Program
#4 Name
Proposed Units for Permanent Housing Project
Homekey Round 3 Application Page 14 of 43 Unit Mix
Rev 4/23/2023
Project Development Costs
LAND COST/ACQUISITION
Land Cost or Value $13,300,000 $700,000 $14,000,000
Demolition $0
Legal $0
Land Lease Rent Prepayment $0
Total Land Cost or Value $13,300,000 $0 $700,000 $0 $0 $0 $0 $0 $0 $0 $0 $14,000,000
Existing Improvements Cost or Value $0
Off-Site Improvements $0
Total Acquisition Cost $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Total Land Cost / Acquisition Cost $13,300,000 $0 $700,000 $0 $0 $0 $0 $0 $0 $0 $0 $14,000,000
Predevelopment Interest/Holding Cost $0
Assumed, Accrued Interest on Existing Debt (Rehab/Acq)$0
Excess Purchase Price Over Appraisal $0
REHABILITATION
Site Work $0
Structures $1,226,025 $355,000 $100,000 $150,000 $2,567,825 $4,398,850
General Requirements $50,000 $50,000
Contractor Overhead $271,797 $271,797
Contractor Profit $271,797 $271,797
Prevailing Wages $0
General Liability Insurance $0
Urban Greening $0
Other Rehabilitation: $0
Other Rehabilitation: (Specify) $0
Other Rehabilitation: (Specify) $0
Total Rehabilitation Costs $1,819,619 $355,000 $100,000 $150,000 $2,567,825 $0 $0 $0 $0 $0 $0 $4,992,444
Total Relocation Expenses $0
NEW CONSTRUCTION
Site Work $0
Structures $0
General Requirements $0
Contractor Overhead $0
Contractor Profit $0
Prevailing Wages $0
General Liability Insurance $0
Urban Greening $0
Other New Construction: (Specify) $0
Other New Construction: (Specify) $0
Other New Construction: (Specify) $0
Other New Construction: (Specify) $0
Other New Construction: (Specify) $0
Other New Construction: (Specify) $0
Total New Construction Costs $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
ARCHITECTURAL FEES
Design $40,000 $40,000
Supervision $0
Total Architectural Costs $40,000 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $40,000
Total Survey & Engineering $0
CONSTRUCTION INTEREST & FEES
Construction Loan Interest $0
Origination Fee $0
Credit Enhancement/Application Fee $0
Bond Premium $0
Cost of Issuance $0
Title & Recording $0
Taxes $0
Insurance $0
Employment Reporting $0
Other Construction Int. & Fees: (Specify) $0
Other Construction Int. & Fees: (Specify) $0
Other Construction Int. & Fees: (Specify) $0
Other Construction Int. & Fees: (Specify) $0
Total Construction Interest & Fees $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
PERMANENT FINANCING
Loan Origination Fee $0
Credit Enhancement/Application Fee $0
Title & Recording $0
Taxes $0
Insurance $0
Other Perm. Financing Costs: (Specify) $0
Other Perm. Financing Costs: (Specify) $0
Other Perm. Financing Costs: (Specify) $0
Other Perm. Financing Costs: (Specify) $0
Total Permanent Financing Costs $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Subtotals Forward $15,159,619 $355,000 $800,000 $150,000 $2,567,825 $0 $0 $0 $0 $0 $0 $19,032,444
LEGAL FEES
Legal Paid by Applicant $0
Other Attorney Costs: (Specify) $0
Other Attorney Costs: (Specify) $0
Other Attorney Costs: (Specify) $0
Total Attorney Costs $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Sources/Uses of Funds
USES OF FUNDS
Homekey
Award
City of San
Luis Obispo
Philanthropi
c
Wells Fargo
Homekey
accelerator
County of
San Luis
Obispo
Deferred
Developer
Fee
Total
Sources/Costs0
Private
Mortgage
Financing
Deferred
Costs0
Homekey Round 3 Application Page 15 of 43 Dev Budget
Rev 4/23/2023
Project Development Costs
Sources/Uses of Funds
USES OF FUNDS
Homekey
Award
City of San
Luis Obispo
Philanthropi
c
Wells Fargo
Homekey
accelerator
County of
San Luis
Obispo
Deferred
Developer
Fee
Total
Sources/Costs0
Private
Mortgage
Financing
Deferred
Costs0
RESERVES
Operating Reserve $118,250 $118,250
Replacement Reserve $0
Rent Reserve $0
Other Reserve Costs: (Specify) $0
Other Reserve Costs: (Specify) $0
Other Reserve Costs: (Specify) $0
Total Reserve Costs $118,250 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $118,250
CONTINGENCY COSTS
Construction Hard Cost Contingency $499,245 $499,245
Soft Cost Contingency $115,000 $45,000 $160,000
Total Contingency Costs $614,245 $45,000 $0 $0 $0 $0 $0 $0 $0 $0 $0 $659,245
OTHER PROJECT COSTS
TCAC App/Allocation/Monitoring Fees $0
Environmental Audit $2,700 $2,700
Local Development Impact Fees $0
Permit Processing Fees $0
Capital Fees $0
Marketing $0
Furnishings $15,000 $15,000 $30,000
Market Study $0
Accounting/Reimbursable $0
Appraisal Costs $7,975 $7,975
Other Costs: Relocation consultant advising $5,000 $5,000
Other Costs: PNA $6,500 $6,500
Other Costs: Development consultants $15,000 $15,000
Other Costs: (Specify) $0
Other Costs: (Specify) $0
Other Costs: (Specify) $0
Total Other Costs $35,000 $0 $0 $0 $32,175 $0 $0 $0 $0 $0 $0 $67,175
SUBTOTAL PROJECT COST $15,927,114 $400,000 $800,000 $150,000 $2,600,000 $0 $0 $0 $0 $0 $0 $19,877,114
DEVELOPER COSTS
Developer Overhead/Profit $1,375,943 $53,057 $1,429,000
Consultant/Processing Agent $0
Project Administration $0
Broker Fees Paid to a Related Party $0
Construction Oversight by Developer $0
Other Developer Costs: (Specify) $0
Total Developer Costs $1,375,943 $0 $0 $0 $0 $53,057 $0 $0 $0 $0 $0 $1,429,000
Total Project Costs $17,303,057 $400,000 $800,000 $150,000 $2,600,000 $53,057 $0 $0 $0 $0 $0 $21,306,114
Applicant Comments
Homekey Round 3 Application Page 16 of 43 Dev Budget
Amount Description
Construction Committed?$17,303,057 State-HCD $17,303,057
Construction Yes Local $400,000
Construction Yes Local $800,000
Construction Yes Private $150,000
Yes Local $2,600,000
Construction Yes Private $53,057
$0
Equity Investor
$4,003,057 $21,306,114 0 $0
18.8%$21,306,114
Type Rate Type Due in (yrs)
Permanent Committed?$17,303,057 State-HCD $17,303,057
Permanent Yes Local $400,000 $0
Permanent Yes Local $800,000 $0
Permanent Yes Private $150,000 $0
Permanent Yes Local $2,600,000
Yes Private $53,057
Equity Investor
$4,003,057 $21,306,114 $0
18.8%$21,306,114
Yes
Construction Period Sources of Funds
Development Sources
Total Construction Sources
Interest Rate Required
Payment
*Detail of Deferred CostsLoan Term
(months)
Homekey Capital Award+Homekey
Contribution+50% Relocation Costs
from 'Dev Budget' worksheet cell B125
Funding Committed by
Application Due Date?
Source Name
(listed in order of lien priority)Source Type Lien
No.
Funding
Amount
County of San Luis Obispo
Funding
Amount
Total funds committed >
Total Development Costs from Dev Budget
Homekey Capital Award+Homekey
Contribution+50% Relocation Costs
from 'Dev Budget' worksheet cell B125
Funding Committed by
Application Due Date?
Private Mortgage Financing
Deferred Costs
Source Name
(listed in order of lien priority)
% funds committed >
Source Type Lien
No.
City of San Luis Obispo
Deferred Developer Fee
City of San Luis Obispo
Philanthropic
Wells Fargo Homekey accelerator
Philanthropic
*Deferred Costs (detail at right)
County of San Luis Obispo
Total funds committed >
% funds committed >
Total Permanent Sources
Total Development Costs from Dev Budget
Applicant comments: Include a description of balloon payments and unusual or extraordinary circumstances that have resulted in higher than expected Project costs and provide a justification as to why these costs are
reasonable.
Wells Fargo Homekey accelerator
Deferred Developer Fee
Cost deferred to Permanent Conversion
"Article VII(xiv) "Enforceable Funding Commitment” means a letter or other document, in form and substance satisfactory to the Department, which evidences an enforceable commitment of funds or a reservation of funds by a Project funding
source, and which contains the following: a. The name of the Applicant; b. The Project name; c. The Project site address, assessor’s parcel number, or legal description; and d. The amount, interest rate (if any), and terms of the funding source.
The Enforceable Funding Commitment may be conditioned on certain standard underwriting criteria, such as appraisals, but may not be generally conditional. Examples of unacceptable general conditions include phrases such as “subject to
senior management approval,” or a statement that omits the word “commitment,” but instead indicates the lender’s “willingness to process an application” or indicates that financing is subject to loan committee approval of the Project.
Contingencies in commitment documents based upon the receipt of tax-exempt bonds or low-income housing tax credits will not disqualify a source from being counted as committed.
Note: Where local sources may be dependent upon future budget allocations or are in the process of being allocated, Applicants can demonstrate funding commitments by submitting one of the following:
i. An executed authorizing resolution from the governing body of the Local Public Entity describing the intent to commit the funds to the Eligible Project (by name) upon allocation approval, or
ii. A formal letter, on official letterhead, from the Local Public Entity’s governing body or from an official with authority, that demonstrates the Local Public Entity’s intent to commit funds to the Eligible Project (by name) upon allocation approval.
These funding commitments will be noted in the Homekey Standard Agreement.
File Name: EFC1, EFC2, EFCI3, etc. Documentation for the executed funding commitments (see below)Uploaded to HCD?
Permanent Sources of Funds
Required Debt Service AmountInterest Rate Repayment Terms
Homekey Round 3 Application Page 17 of 43 Dev Sources
HCD Amount Requested
Amount
Actual
Amount
$13,300,000 $13,300,000 $13,300,000
$4,003,057 $4,003,057 $4,003,057
$17,303,057 $17,303,057 $17,303,057
Yes $1,991,791 $1,991,791 $1,991,791
No $0 $0 $0
$19,294,848 $19,294,848 $19,294,848
75 76
N/A
Monthly Amount
50 $1,400 $70,000
25 $1,000 $25,000
$95,000
Maximum
Homekey
Operating Amt.
Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10 Year 11 Year 12 Year 13 Year 14 Year 15 Total Applicant's
Operating Subsidy
$0
$0
$0
$0
Five Year Total
$1,991,791
Yes
Yes
Yes
Yes
Maximum
Homekey
Operating Amt.
15
60
0
0
0
Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10 Year 11 Year 12 Year 13 Year 14 Year 15 Total Applicant's
Rental Subsidy
$0.00 $945,360.00 $945,360.00 $945,360.00 $945,360.00 $945,360.00 $945,360.00 $945,360.00 $945,360.00 $945,360.00 $945,360.00 $945,360.00 $945,360.00 $11,344,320 2.50%
$0.00 $0 2.50%
$0.00 $0
$0.00 $0
Yes
Applicant Comments
0
Rental Subsidy term (in years)
Assisted Units Receiving Rental Subsidy 3
If total Department sources exceed $35 million, a request for exemption to the per Project funding limit is required. The
Funding Limit Exemption Form can be found on the Homekey website.
$0Assisted Units Receiving Rental Subsidy
Rental Subsidy
from 'Unit Mix cell S3
Rental Subsidy Program #4 Name Funds Committed Rental Subsidy term (in years)0 $0Assisted Units Receiving Rental Subsidy
Qualifying Homekey
subsidy years
0
$3,420,000
$0
Rental Subsidy
from 'Unit Mix cell M3
Rental Subsidy
from 'Unit Mix cell O3
HASLO PBV
Rental Subsidy Program #2 Name
Funds Committed
Provide commitment of this non-Homekey rental subsidy that will be used to
maintain the ongoing affordability of the Project.
HASLO PBV
Rental subsidy program (rolls to
'Cash Flow' worksheet, rows 8-11)
HASLO PBV
Rental Subsidy Program #2 Name
File Name: Sustained source Uploaded to HCD?
Rental Subsidy term (in years)
Rental Subsidy Program #3 Name
Rental Subsidy Program #4 Name
Rental Subsidy
from 'Unit Mix cell Q3
Rental Subsidy Program #3 Name Funds Committed Rental Subsidy term (in years)
Funds Committed
Yes
Assisted Units Receiving Rental Subsidy
File Name:Rental Subsidy Program #4 Name Provide commitment of this non-Homekey rental subsidy that will be used to
maintain the ongoing affordability of the Project.Uploaded to HCD?
The committed HASLO PBV rental subsidy will not begin until year 4.
File Name: Uploaded to HCD?
Provide commitment of this non-Homekey rental subsidy that will be used to
maintain the ongoing affordability of the Project.
Rental Subsidy Program #2 Name
File Name:Rental Subsidy Program #3 Name Provide commitment of this non-Homekey rental subsidy that will be used to
maintain the ongoing affordability of the Project.Uploaded to HCD?
HA Support for Homekey Operating SubsidyFile Name:
v. If requesting an operating subsidy, upload a letter of support from the applicable Housing Authority confirming the need for an operating subsidy and evidencing why other subsidies, such as Project Based Vouchers, are not available.
'Cash Flow' worksheet $650,847 $0 $0$677,172
iv. Applicant acknowledges that operating awards may pay for a Project’s necessary, recurring Operating Expenses in an amount approved by the Department. Qualifying expenses include utilities, maintenance, management fees,
taxes, licenses, and Supportive Services costs, but not debt service or required reserve account deposits. Operating Expenses should be included in the Project’s submitted budget?
Operating subsidy source (rolls to
'Cash Flow' worksheet, rows 14-
16)
Funds Committed
Funds Committed
if requested in 'Overview' worksheet cell S38
i(a). Assisted Units reserved for those experiencing Chronic Homelessness, for Homeless Youth, or for Youth at Risk of
Homelessness from Unit Mix cells V21 + X21
Maximum Homekey Program Award (Capital plus Operating Subsidy plus Other) (A + B)
ii. Operating Subsidy
Source:
Monthly amount per uniti(b). All other Assisted Units from Unit Mix cells U21+ W21
0
Capital Award based on how many Assisted Units from Unit Mix cell Y21
§206 Operating Subsidies and Match
ii. The total duration of the operating subsidy (as described in i. above) is tied to the amount of the Applicant’s matching funds, and is limited as follows:
a. If Projects can demonstrate a commitment of three years of non-Homekey operating funds for Assisted Units, the Department will provide an operating subsidy sized for two years.
b. If Projects can demonstrate a commitment of four or more years of non-Homekey operating funds for Assisted Units, the Department will provide an operating subsidy sized for three years.
If applicable, from rows 19-35 below, please enter operating subsidy source, funds commitment status, operating subsidy term, operating subsidy amount (Y1 -Y15), and operating subsidy status.
If your Project has rental subsidies, complete rows 46 - 62 below:
File Name Funding Limit Exemption Form Uploaded to HCD?
Monthly amount per unit
Operating Subsidy: Maximum Homekey Amount
$0Assisted Units receiving Operating Subsidy
Year 1
vii. Applicant acknowledges that the Department requires the Eligible Applicant to demonstrate a minimum five-year commitment to provide operating funds for the proposed project? The first two years of operating funds may
include an award from Homekey. Operating match may be obtained from any source, including any federal, state, local, private, or philanthropic source. Applicants are encouraged to consider Project Based Vouchers; Veterans Affairs
Supportive Housing (HUD-VASH) Vouchers; Faircloth to Rental Assistance Demonstration (RAD) conversions; Homeless Housing Assistance and Prevention Program (HHAP) funding; Permanent Local Housing Allocation (PLHA)
funding; and HOME-ARP funding.
Note: The preceding list of potential match sources is not exhaustive. Eligible Applicants will have an opportunity to discuss the match requirements and potential match sources during the pre-application consultation.
§304 Application Scoring Criteria (1)(b)(i) and (ii)
1(b)(i). Applicant contribution of non-Homekey Enforceable Funding Commitments for operating subsidies, including, but not limited to, Project-Based Vouchers, VASH vouchers, Faircloth to RAD conversions, tenant-based vouchers, or locally
funded
rental assistance.
1(b)(ii). The length and strength of non Homekey operating funding leveraged to cover operating costs committed beyond the required five (5) years of initial Project operations. Score is based on weighted commitment type, percentage of costs
covered, and length of commitment.
If applicable, from rows 46-62 below, please enter funds commitment status, rental subsidy term, rental subsidy amount (Y1 -Y15), and rental subsidy status.
Uploaded to HCD?
Provide a letter of support from the applicable housing authority confirming the need for an operating award and
evidencing why other subsidies, such as Project-based vouchers (PBVs), are not available. The Housing
Authority Support for Homekey Operating Subsidy template can be found on the Homekey website.
Uploaded to HCD?
0
0
Uploaded to HCD?
Uploaded to HCD?
iii. Applicant acknowledges operating awards are determined based on need, exclusive of any debt service. The amounts and durations referenced in (i) and (ii) above represent maximums.
Operating Subsidy: Need
Analysis
File Name:Provide commitment of this non-HK operating subsidy that will be used to
maintain the ongoing affordability of the Project.Uploaded to HCD?
Year 2 Year 3 Year 4 Year 5
$663,772
vi. Applicants acknowledges the Homekey-funded portion of the operating award must be disbursed by HCD by June 30, 2025 and expended by the Grantee by June 30, 2026, with the Grantee establishing a capitalized operating
subsidy reserve and disbursing the funds as outlined in this NOFA. No extensions will be granted on the Grantee expenditure deadline for the operating award?
0
0
File Name:Provide commitment of this non-HK operating subsidy that will be used to
maintain the ongoing affordability of the Project.
Provide commitment of this non-HK operating subsidy that will be used to
maintain the ongoing affordability of the Project.
File Name:Provide commitment of this non-HK operating subsidy that will be used to
maintain the ongoing affordability of the Project.
File Name:
ii. Operating Subsidy
Source: Funds Committed Operating Subsidy term (in years)0 $0Assisted Units receiving Operating Subsidy
Qualifying Homekey
subsidy yearsii. Operating Subsidy
Source:
Assisted Units receiving Operating Subsidy
Assisted Units receiving Operating Subsidy
Funds Committed Operating Subsidy term (in years)
§205 & §206 Maximum Program Award, Capital Funding Match, and Operating/Rental Subsidy Revenue
§205 Maximum Grant Amounts and Capital Match
2. Maximum Homekey Contribution (1:1 match) Award
Homekey Award including Capital (Baseline and Match), Operating Subsidy, and Relocation
1. Maximum Homekey Capital Award based on proposed population and proposed bedroom size
A. Total Maximum Homekey Capital Award (1 + 2)
Total qualifying monthly amount per unit
ii. Operating Subsidy
Source:
Operating Subsidy term (in years)
B. Homekey Operating Subsidy (lesser of Need Analysis and Max Homekey Amount)
$0
$0
0
0
Total proposed Project units from Unit Mix cell E21
if requested on 'Overview' worksheet cell S37 ('Dev Budget' worksheet cell L31)50% of Relocation Costs
Operating Subsidy term (in years)
Homekey Round 3 Application Page 18 of 43 Award, Match, and Revenue
Comments
No. FTE Employee Job Title Salary/Wages Value of Free Rent
On-Site Manager(s) $55,000 $0
On-Site Assistant Manager(s) $50,000 $0
Supportive Services Staff Supervisor(s) $0
Supportive Services Coordinator, On-Site $0
Other Supportive Services Staff (inc. Case Manager) $294,691
On-Site Maintenance Employee(s) $50,000 $0
On-Site Leasing Agent/Administrative Employee(s) $0 $0
On-Site Security Employee(s) $0 $0
Other Supportive Services Costs: (specify) $0 $0
Other Supportive Services Costs: (specify) $0 $0
Other Supportive Services Costs: (specify) $0 $0
Other Supportive Services Costs: (specify) $0 $0
Total Salaries and Value of Free Rent Units $449,691 $0
6711 Payroll Taxes $21,130
6722 Workers Compensation $12,430
6723 Employee Benefits $62,148
Employee(s) Payroll Taxes, Workers Comp. & Benefits $95,708
Total Employee(s) Expenses $545,399
Job Title(s) of Employee(s) Living On-Site Unit Type
(No. of bdrms.)Square Footage
0
Revenue - Income Residential Commercial Comments
Rent Revenue - Gross Potential $0
Restricted Unit Rents $263,220
Unrestricted Unit Rents $0
Tenant Assistance Payments
HASLO PBV $0
Rental Subsidy Program #2 Name $0
Rental Subsidy Program #3 Name $0
Rental Subsidy Program #4 Name $0
0 $0 $0
0 $0 $0
0 $0 $0
0 $0 $0
Laundry and Vending Revenue $0
Garage and Parking Spaces $0 $0
Interim Housing Revenue $0 $0
$263,220 $0
Vacancy Rate: Restricted Units 5.0%
Vacancy Rate: Unrestricted Units 5.0%
Vacancy Rate: Tenant Assistance Payments 5.0%
Vacancy Rate: Laundry & Vending & Other Income 5.0%
Vacancy Rate: Commercial Income 50.0%
Vacancy Loss(es) $13,161 $0
$250,059 $0
Expenses Residential Commercial Comments
Administrative Expenses: 6200/6300
Conventions and Meetings $200 $0
Advertising and Marketing $150 $0
Other Renting Expenses $0 $0
Office/Administrative Salaries -- from above $0 $0
Office Expenses $7,500 $0
Office or Model Apartment Rent $0 $0
Management Fee $81,900 $0
Site/Resident Manager(s) Salaries -- from above $105,000 $0
5120/5140
5170
6311
6312
6320
6330
Gross Potential Income (GPI)
5220/5240
5121
Total Square Footage
6250
6310
Acct. No.
6203
6210
5990
Year 1 Annual Operating Budget
Acct. No.
5910
Calle Joaquin Homekey
Rev 4/23/2023 Year 1 Annual Income and Expenses
Employee Information
Employee Units
Income
Limit
Show free rent as an
expense?
Effective Gross Income (EGI)
Homekey Round 3 Application Page 19 of 43 Operating
Calle Joaquin Homekey
Rev 4/23/2023 Year 1 Annual Income and Expenses
Administrative Free Rent Unit -- from above $0 $0
Legal Expense -- Project $10,500 $0
Audit Expense $8,500 $0
Bookkeeping Fees/Accounting Services $8,550 $0
Miscellaneous Administrative Expenses $7,560 $0
Common space internet, software licenses
Total Administrative Expenses $229,860 $0
Expenses Residential Commercial Comments
Utilities Expenses: 6400
Electricity $10,198 $0
Water $12,165 $0
Gas $3,000 $0
Sewer $11,505 $0
Other Utilities: $0
Total Utilities Expenses $36,868 $0
Operating and Maintenance Expenses: 6500 Comments
Payroll -- from above $50,000 $0
Supplies $48,300 $0
Janitorial, cleaning, grounds supplies
Contracts $7,500 $0
Pest control
Operating & Maintenance Free Rent Unit -- from above $0 $0
Garbage and Trash Removal $10,000 $0
Security Contract $20,000 $0
6531 Security Free Rent Unit -- from above $0 $0
Heating/Cooling Repairs and Maintenance $7,700 $0
Repairs and supplies
Snow Removal $0 $0
Vehicle & Maintenance Equipment Operation/Reports $0 $0
Miscellaneous Operating and Maintenance Expenses $59,938 $0
Fire & safety; key & lock; general repairs;turnover;roof
Total Operating & Maintenance Expenses $203,438 $0
Taxes and Insurance: 6700 Comments
Real Estate Taxes $7,300 $0
Franchise tax board annual filing fee
Payroll Taxes (Project's Share) -- from above $21,130 $0
Property and Liability Insurance (Hazard) $30,000 $0
Other Insurance (e.g. Earthquake) $0 $0
Fidelity Bond Insurance $41 $0
Worker's Compensation -- from above $12,430 $0
Health Insurance/Other Employee Benefits--from above $62,148 $0
Miscellaneous Taxes, Licenses, Permits & Insurance $3,000 $0
Professional liability
Total Taxes and Insurance $136,049 $0
Supportive Services Costs: 6900 Comments
Staff Supervisor(s) Salaries - from above $0 $0
Services Coordinator Salaries, On-Site - from above $0 $0
Other Supportive Services Staff Salaries - from above $294,691 $0
Supportive Services Admin Overhead $0 $0
Tenant Transportation (per SSP)$0 $0
Staff training (per SSP)$0 $0
Equipment $0 $0
Supplies $0 $0
Travel $0 $0
Office Rent/Occupancy Costs (don't include rent/leasing
costs for SH units)$0 $0
Training $0 $0
Other Supportive Services Costs: (specify) $0 $0
Other Supportive Services Costs: (specify) $0 $0
Total Supportive Services Costs $294,691 $0
6548
6400T
6711
6900T
6546
6515
6510
6351
6390
6263T
Acct. No.
6350
6331
6340
6990
6729
6721
6722
6723
6790
6500T
6710
6520
6521
6525
6450
6451
6452
6453
6990
6990
6990
6530
6990
6990
6570
6590
6720
6700T
6990
6990
6990
6990
6990
6990
6990
Homekey Round 3 Application Page 20 of 43 Operating
Calle Joaquin Homekey
Rev 4/23/2023 Year 1 Annual Income and Expenses
Total Operating Expenses $900,906 $0 Comments
Funded Reserves: 7200 Residential Commercial
Required Replacement Reserve Deposits $37,500 $0
Other Reserves: (specify) $0 $0
Other Reserves: (specify) $0 $0
Other Reserves: (specify) $0 $0
Total Reserves $37,500 $0
Ground Lease Residential Commercial
Ground Lease $0 $0
$0 $0
($688,347)$0
Financial Expenses: 6800 Comments
1st Mortgage Debt Service $0 $0
2nd Mortgage Debt Service $0 $0
3rd Mortgage Debt Service $0 $0
Misc. Financial Expenses: (specify) $0 $0
Misc. Financial Expenses: (specify) $0 $0
Misc. Financial Expenses: (specify) $0 $0
Misc. Financial Expenses: (specify) $0 $0
Total Financial Expenses $0 $0
($688,347)$0
Asset Management/Similar Fees $0 $0
Applicant Comments
7190
6890
7210
7220
7230
7240
6820
6830
6840
Cash Flow
Total Ground Lease
Net Operating Income
6890
6890
6800T
6890
Homekey Round 3 Application Page 21 of 43 Operating
Rev 4/23/2023
0
Income From Housing Units Inflation Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10 Year 11 Year 12 Year 13 Year 14 Year 15
2.5% 263,220 269,801 276,546 283,459 290,546 297,809 305,255 312,886 320,708 328,726 336,944 345,367 354,002 362,852 371,923
2.5% 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
2.5% 0 0 0 945,360 945,360 945,360 945,360 945,360 945,360 945,360 945,360 945,360 945,360 945,360 945,360
2.5% 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
2.5% 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
2.5% 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Gross Potential Income - Housing 263,220 269,801 276,546 1,228,819 1,235,906 1,243,169 1,250,615 1,258,246 1,266,068 1,274,086 1,282,304 1,290,727 1,299,362 1,308,212 1,317,283
2.5% 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
2.5% 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
2.5% 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Gross Potential Income - Other 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
263,220 269,801 276,546 1,228,819 1,235,906 1,243,169 1,250,615 1,258,246 1,266,068 1,274,086 1,282,304 1,290,727 1,299,362 1,308,212 1,317,283
5.0% 13,161 13,490 13,827 14,173 14,527 14,890 15,263 15,644 16,035 16,436 16,847 17,268 17,700 18,143 18,596
5.0% 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
5.0% 0 0 0 47,268 47,268 47,268 47,268 47,268 47,268 47,268 47,268 47,268 47,268 47,268 47,268
5.0% 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
50.0% 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Total Vacancy Loss 13,161 13,490 13,827 61,441 61,795 62,158 62,531 62,912 63,303 63,704 64,115 64,536 64,968 65,411 65,864
250,059 256,310 262,718 1,167,378 1,174,110 1,181,011 1,188,084 1,195,334 1,202,765 1,210,381 1,218,189 1,226,191 1,234,394 1,242,801 1,251,419
3.5% 470,166 486,622 503,654 521,281 539,526 558,410 577,954 598,182 619,119 640,788 663,216 686,428 710,453 735,319 761,055
2.0% 136,049 138,770 141,545 144,376 147,264 150,209 153,213 156,278 159,403 162,591 165,843 169,160 172,543 175,994 179,514
0.0% 294,691 294,691 294,691 294,691 294,691 294,691 294,691 294,691 294,691 294,691 294,691 294,691 294,691 294,691 294,691
0.0% 0 0 0 0 0 75,000 75,000 75,000 75,000 75,000 37,500 37,500 37,500 37,500 37,500
3.5% 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
3.5% 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
3.5% 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
900,906 920,083 939,890 960,349 981,481 1,078,310 1,100,858 1,124,151 1,148,213 1,173,070 1,161,250 1,187,779 1,215,187 1,243,504 1,272,760
(650,847) (663,772) (677,172)207,029 192,629 102,701 87,225 71,183 54,552 37,311 56,939 38,412 19,206 (703) (21,341)
Cash Flow Analysis
Calle Joaquin Homekey
Income from Restricted Units will be based on Proposed Rents.Proposed Rents
Restricted Unit Rents
Other Income
0
Unrestricted Unit Rents
Tenant Assistance Payments
HASLO PBV
Rental Subsidy Program #2 Name
0
Laundry & Vending
Other Income
Operating Subsidies
Rental Subsidy Program #3 Name
Rental Subsidy Program #4 Name
0
0
Real Estate Taxes
Supportive Services Costs
Replacement Reserve
Other Reserves
Commercial Income
Residential Exp. (w/o Real Estate Taxes &
Sup. Services)
Restricted Units
Unrestricted Units
Tenant Assistance Payments
Laundry/Vending/Other Income
Gross Potential Income - Total
Effective Gross Income
Commercial Income
Operating Expenses & Reserve Deposits
Vacancy Assumptions
Ground Lease
Commercial Expenses
Net Operating Income
Total Expenses & Reserves
Homekey Round 3 Application Page 22 of 43 Cash Flow
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
3.0% 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
3.0% 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
3.0% 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
3.0% 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
(650,847) (663,772) (677,172)207,029 192,629 102,701 87,225 71,183 54,552 37,311 56,939 38,412 19,206 (703) (21,341)
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
3.0% 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0
(650,847)
0 0 0 0 0 75,000 75,000 75,000 75,000 75,000 37,500 37,500 37,500 37,500 37,500
Required Debt Service 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Total Reserve Expenses and Debt 0 0 0 0 0 75,000 75,000 75,000 75,000 75,000 37,500 37,500 37,500 37,500 37,500
Reserve Exp. and Debt unpaid 0 0 0 0 0 75,000 75,000 75,000 75,000 75,000 37,500 37,500 37,500 37,500 37,500
1,991,791
Homekey Operating Subsidy Draw*650,847 663,772 677,172 0 0
0 0 (0)207,029 192,629 102,701 87,225 71,183 54,552 37,311 56,939 38,412 19,206 (703) (21,341)
0 0 (0)207,029 192,629 102,701 87,225 71,183 54,552 37,311 56,939 38,412 19,206 (703) (21,341)
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
1,340,944 677,172 0 0 0 0 0 0 0 0 0 0 0 0 0
Applicant Comments:
Reserve Expenses
Cash Flow after HK Op Subsidy draw
NOI after all draws
*HK Op Subsidy balance after draws
DSCR with Homekey draws
Homekey Operating Subsidy amount
Reserves & Debt (not payable by HK Op Subsidy)
Subsidy needed to get to 1.1 DSCR
Misc. Financial Expenses: (specify)
Misc. Financial Expenses: (specify)
Asset Mgmt./ Similar Fees
Max Asset Mgmt/Similar Fees
Target NOI to get to 1.1 DSCR
Total Required Debt Service
Cash Flow after all debt service
Debt Service Coverage Ratio (DSCR)
Cash Flow After Debt Service - HCD Projects
Bridge Loan (repaid from Investor equity)
2nd Mortgage Debt Service
3rd Mortgage Debt Service
Misc. Financial Expenses: (specify)
Misc. Financial Expenses: (specify)
1st Mortgage Debt Service
Debt Service
Homekey Round 3 Application Page 23 of 43 Cash Flow
1. Substance use in and of itself, without other lease violations, is not considered a reason for eviction.
2. Tenants in supportive housing are given reasonable flexibility in paying their share of rent on time and offered special payment arrangements for rent arrears and/or assistance with financial
management, including representative payee arrangements.
3. Every effort is made to provide a tenant the opportunity to transfer from one housing situation, program, or project to another if tenancy is in jeopardy. Whenever possible, eviction back into
homelessness is avoided.
4. Program Requires Housing Providers to Provide Tenants with Leases and Reflects Tenants’ Rights & Responsibilities Of Tenancy Under CA Law (including eviction protections).
Section 2: Referrals
Section 1: Supportive Services Provider Information
3. Access to the project is not contingent on sobriety, minimum income requirements, lack of a criminal record, completion of treatment, participation in services, or any other unnecessary condition
not imposed by the terms of the funding itself.
4. People with disabilities are offered clear opportunities to request reasonable accommodations within applications and screening processes and during tenancy. Building and units include physical
features that accommodate disabilities.
Yes
Yes
Yes
1. If serving youth experiencing homelessness, services use a positive youth development model and culturally competent services to engage with tenants.
2. Services are informed by a harm-reduction philosophy that recognizes that substance use/ addiction are a part of some tenants’ lives. Tenants are engaged in non-judgmental communication
regarding substance use and are offered education regarding safer practices and how to avoid risky behaviors.
3. Case managers and service coordinators who are trained in and actively employ evidence-based practices for client engagement, including, but not limited to, motivational interviewing and client-
centered counseling.
4. Participation in services or compliance with service plans are not conditions of tenancy but are reviewed with tenants and regularly offered as a resource to tenants. Housing and service goals and
plans are highly tenant driven.
Yes
Yes
Yes
Housing Permanency
Yes5. Supportive services emphasize engagement and problem-solving over therapeutic goals.
Yes
Housing-Based Voluntary Services
Part II. Supportive Services Detail
If already identified, list the supportive service provider (s) for the Target Population and any proposed sub-populations to be served by the Project. If more than one Provider will be offering services, describe
how services will be coordinated.
Provider Name Populations the Provider will serve Services Provider will offer
People's Self-Help Housing Corporation Chronically homeless and homeless households case mgmt; peer supp acts; ment hlth care; benefits
counsing/advoc/assist; daily living/hsg retention skills; ed & emplymt svcs;
rec/soc act's; refs to oth svcs as needed/requested by resident
Yes
Yes
Yes
2. The project does everything possible not to reject an individual or family based on poor credit or financial history, poor or lack of rental history, minor criminal convictions, or behaviors that are
interpreted as indicating a lack of “housing readiness.”
N/A
Section 3: Housing First Certification §501
The Eligible Applicant shall certify to employ the core components of Housing First, as set forth at Welfare and Institutions Code §8255, subdivision (b), in its property management and tenant selection
practices. Complete the checklist below to certify compliance with Housing First.
Tenant Screening
Yes1. If the project cannot serve someone, it works through the coordinated entry process to ensure that those individuals or families have access to housing and services elsewhere.
Disclosures provided to residents are: House Rules, Fires Safety Addendum, Smoke Free Lease Addendum, Mold Notification, Renter's Insurance, Policy of Installation of Satellite Dishes, Violence Policy,
ADA Accessible Unit, Notice of Restrictions for Airport and Railroad Tracks, Safe Harbor Emergency Procedures, and Megan's Law Disclosure.
The following addresses the required use of the Coordinated Entry System (CES) for all referrals into Homekey Assisted Units or an alternate comparable prioritization system for those At Risk of
Homelessness based on greatest need. Note that use of standard waiting lists is prohibited, in that both of these systems must prioritize referrals based on highest acuity needs, rather than first-come first
served.
a. Describe how the local CES will be used to fill Homekey Assisted Units based on the use of a standardized assessment tool which prioritizes those with the highest need and the most barriers to housing
retention. Include the CES agency’s name, primary staff person’s name, and contact information. If the local CES is not yet operational, describe when it'll be established and the plan to use it.
PSHH will work to ensure units target those with the highest needs within the CES prioritization framework. The local CES's process for intake is a two step process that begins with a standardized Prevention
and Diversion tool to assess intensity of services and/or housing that may be required for treatment. If an individual is determined to need a higher level of service, they will then be evaluated and prioritized
based on the indivdual's responses to the Vulnerability Index-Services Prioritization Decision Assistance Tool (VI-SPDAT). As such, PSHH will be able to screen potential residents who have been assessed
with the Prevention and Diversion Tool, but may not need the VI-SPDAT. PSHH will employ the same practice in the case of vacancies if the project wait list is exhausted. Lauryn Searles, Coordinated Entry
System Coordinator, Community Action Partnership of San Luis Obispo is the CES contact. Her phone number is (805) 544-4004 and her e-mail address is lsearles@capslo.org.
b. If using a separate comparable prioritization system than CES to refer persons At Risk of Homelessness describe that system. All referral protocols for Homekey Assisted Units must be developed in
collaboration with the local CoC and implemented consistent with the requirements set forth in the Homekey NOFA.
b. Describe the criteria that will be used to ensure that tenants are eligible to occupy the Homekey Assisted Units.
Applicants will be eligible for Homekey units based on household income and status of being homeless as determined by the local Coordinated Entry System (CES). All resid units will have a maximum income
limit of 30% AMI but rents will be underwritten at lower levels. Twenty 20 units will be set aside for Chronic Homelessness; 20 for households at-risk of homelessness; 30 for Homeless/At-Risk Youth.
Residents will be screened for homelessness using the definition set forth under the federal Continuum of Care Program, at 24 CFR Part 578.3.
c. Description of the Target Population to be served, and identification of any additional subpopulation target or occupancy preference for the Project. (all sub-population targeting must be approved by HCD
prior to standard agreement issuance and must be consistent with federal and state fair housing requirements).
The Calle Joaquin Homekey project is being developed to provide permanent supportive housing opportunities for homeless families and individuals and homeless/at-risk of homelessness youth. Twenty 20
units will be set aside for Chronic Homelessness; 20 for households at-risk of homelessness; 30 for Homeless/At-Risk Youth.
d. Describe any additional eligibility criteria other than those indicated above, i.e., information needed to determine if the tenant can comply with lease terms. NOTE: Selection criteria designed to assess
anything other than the ability to comply with lease terms generally run afoul of fair housing laws designed to protect equal access to housing for people with disabilities. See Between the Lines, A Question and
Answer Guide on Legal Issues in Supportive Housing Chapter 4.
N/A
§300(iii) Supportive Services Plan (SSP)Rev 4/23/2023
Part I. Tenant Selection
§502 asks for a detailed description of the Tenant Selection process. Using the titled sections below, the narrative should be as specific as possible, delineating the roles of property management and the
support service provider and how these functions will be coordinated. Your description should clearly and conclusively document processes to ensure compliance with the Homekey Round 3 NOFA for Tenant
Selection and Housing First Practices.
Section 1: Tenant Selection Criteria
Target Population and Eligibility Criteria
Yesa. Do you use Housing First Practices?
e. Identify all disclosures that will be provided to applicants/tenants. Example: Megan's Law disclosures, HMIS reporting, etc.
Homekey Round 3 Application Page 24 of 43 Supportive Services Plan
§300(iii) Supportive Services Plan (SSP)Rev 4/23/2023
Case management
Behavioral health services
PSHH
PSHH
Clinical case management services are provided by masters
level clinicians as often as needed.
minimum once/week
or more frequently as
needed by resident
8-5pm
Masters level clinicians are trained and qualified to provide the
vast majority of mental health care services. However, for
matters requiring specialized care beyond the scope of the
clinician, referrals will be offered as needed.
minimum once/week
or more frequently as
needed by resident
8-5pm
Substance use services
Outpatient substance use services are avaliable at the walk-in
clinic in San Luis Obispo. Services include screening,
treatment planning, psychotherapy, medication services,
psychiatry, and case management. All residents of San Luis
Obispo County are elligible for this service. After a resident is
initially screened and assessed, a treatment plan tailored to
the individual will be developed and implemented. Services are
avaliable as-needed.
minimum once/week
or more frequently as
needed by resident
Mondays - 8am
- 11am & 1pm -
4pm
SLO County Drug &
Alcohol Services
22 miles to SLO County Drug & Alcohol walk-in clinic
located at 3556 El Camino Real Atascadero, CA
93442. Residents can be provided a ride by PSHH
social services staff and/or cover the cost of ride-
on/dial-a-ride services which offer ADA accessible
community bus and van transportation to vulnerable
populations.
Peer support activities
Resident Service Off-site Service Location
List each service
separately
If service is on-site, leave blank. Enter distance, in
miles, to off-site service and list resident
commuting options. Reasonable access is access
that does not require walking more that one-half
mile.
Service Provider
Provide the
hours of
availability
Provider's Name
HoursFrequencyService Description
Describe service, including the degree to which services
are provided.
Frequency of
services provided
Describe any known conflicts and/or the mitigation strategy for when Homekey funding or other program requirements conflict with Housing First practices, as applicable.
No known conflicts. Homekey funding requires adherence to Housing First practices.
If your tenants and participants include minor children and/or adult dependents of Homekey Tenants, describe any additional criteria that will be used to ensure applicants are eligible to occupy the Homekey
Assisted Units.
Outreach materials will refer to the avaliability of units for prospective tenants who have minor children and/or adult dependents and meet occupancy requirements.
Section 2: Supportive Services Chart
Required Services: List and describe all services as required in §300 to be offered to tenants of the Homekey Assisted Units.
5 Cities Homeless Coalition Homeless/at risk youth Homeless youth mentoring and case management; educational and
career support; mental and behavioral health referrals; food and
immediate needs; applications for governent benefits.
as needed by
resident
M-Th 8am -
7pm; Fri 8am -
6pm; Sat 9am -
5pm
PSHH staff is well-versed with the financial resources avaliable
for low-income/formerly homeless individuals.
minimum once/week
or more frequently as
needed by resident
8-5pm
Mental health care
Masters level clinicians are trained and qualified to provide the
vast majority of mental health care services. However, for
matters requiring specialized care beyond the scope of the
clinician, referrals will be offered as needed.
minimum once/week
or more frequently as
needed by resident
8-5pm PSHH
Physical health services
4.8 miles to the SLO - Casa Community Health Center
clinic at 77 Casa Street, SLO, CA 93401.
Assistance obtaining
benefits and essential
documentation
SLO Casa Community
Health Center
PSHH
Community Health Centers, a nonprofit dedicated to serving
low-income communities will provide: preventative health care,
preseriptions, primary care, pediatrics, immediate care, dental,
and lab services as often as needed.The SLO-Casa CHC
location offers primary care, behaviorial health, chiropractic,
and health education services.
Homekey Round 3 Application Page 25 of 43 Supportive Services Plan
§300(iii) Supportive Services Plan (SSP)Rev 4/23/2023
Case Manager
PSHH and 5chc will partner to provide case management services to the homeless/at risk youth pursuant to HCD
required ratio of 15:1.2.0 Lead Service Provider On-Site
List each staff
position List minimum required staff preparation include (education & experience).
Indicate FTE staff
positions for
Homekey units (half-
time is 0.5)
List which organization will
employ each staff position
Select "On-
Site" or "Off-
Site"
Case Manager
Social Workers/Case Workers have a related Masters degree or higher in social work (MSW), psychology,
Marriage and Family Therapy (MFT), Professional Clinical Counseling (PCC) or another relevant field and have
worked with homeless individuals. PSHH commits to 1 FTE pursuant to HCD required ratio of 20:1 for chronically
homeless households and 0.75 FTE for other homeless households pursuant to HCD required ratio of 40:1.
1.8 Lead Service Provider On-Site
Title Minimum requirements
Total
FTE:3.75 Employing Organization Location
Section 1a: Staffing Description
Describe the overall staffing pattern, including the roles and responsibilities for each position listed in the Staffing Chart below. List the target populations served through each position.
PSHH Case Managers/Social Workers are well versed in the collaboration required to maximize efficiency with delivery of services. They will serve as the "spoke" that manages all of the services and needs
of a resident through regular meetings with property management to ensure that the emotional and physical needs of a client are being met. Clear delineation of authority and roles is incredibly important for
property operation. The case managers serve all of the target populations: chronically homeless; homeless or at-risk of homelessness youth; and at-risk of homelessness.
Section 1b: Staffing Chart
List all staff positions that will provide services to the tenants of the Homekey Assisted Units. Include any staff positions of partnering organizations who have committed time to the Project. Include the services
coordination staff. For each position, list the position title, minimum requirements, the full-time equivalent (FTE), the organization under which the position resides, and the location of the position (on-site or off-
site). Do not include staff which serve non-Homekey Units and supervisors, peer support positions, or HMIS Administration positions. If a staff position serves both tenants in Homekey and non-Homekey units,
include only that portion (i.e., % FTE) of the staff position dedicated to Homekey Assisted Units. Attach a copy of each positions duty statement, if these documents are available.
NOTE: Indicate which staff position will be responsible for Homeless Management Information System data entry and CoC coordination.
Section 3: Supportive Services Coordination
1. Describe the accessibility of community services to which you propose linkages, whether they are on-site or in close proximity to the Project, and the frequency, travel time and cost to the tenant for
transportation required to access the services to include both public transportation and private transportation services (e.g. van owned by the provider). If available, provide documentation, in the form of
Memorandum of Understanding, Memorandum of Agreement, letters of support or contracts demonstrating who will be responsible for ensuring access to services and how accessibility will be accomplished.
Documentation for commitment of services are provided in the section above. For services provided by a third-party as a linkage, the requested information is as follows: 1) Physical Health Care Provider:
Community Health Center; Hours of Operation: Varies depending on services but generally, most services are avaliable Monday through Friday between 8am and 5pm; Frequency: as physical health
prevention or direct needs arise; Travel time: 4 min by car and/or bus/10-min bike/20 minute walk. 2) Substance Use Services Provider: SLO County Drug & Alcohol Services; Hours of Operation: Tuesday 8-
11am, Wednesday 2:30-530pm, Friday 8am-11am; Frequency: as residents voluntarily choose to engage in services; Travel time: 32 minutes by car. PSHH staff will provide transportation utilizing the $3,000
dedicated from project operations for this purpose.2. Describe how the supportive services will be provided in a manner that is culturally and linguistically competent for persons of different races, ethnicities, sexual orientations, gender identities, and gender
expressions. This includes explaining how services will be provided to Homekey tenants who do not speak English, or have other communication barriers, including sensory disabilities, and how
communication among the services providers, the property manager and these tenants will be facilitated. Additionally, describe how services will accommodate trauma-based, barriers to services. If available,
provide documentation, in the form of Memorandum of Understanding, Memorandum of Agreement, letters of support or contracts demonstrating who will be responsible for ensuring access to services and
how accessibility will be accomplished.
Cultural competency is an important part of the PSHH service model with varied racial, religious, sexual, and gender identities throughout PSHH's multifamily properties. For example, when formulating a
treatment plan, PSHH staff use the cultural competency lens to cater treatment to the individual's life experiences, identities, beliefs, or preferences. It is critically important that PSHH does not engage in a one-
size-fits-all approach and as such, cultural competency is required to get people the help that they need. Through annual trauma-informed care training, staff are able to understand, recognize, and respond to
all types of trauma. While it is challenging to generally articulate a strategy for trauma-informed care since this approach will vary based on a client's specifc trauma and needs, PSHH staff utilize a trauma-
informed approach to better navigate the socio-behaviorial and cognitive challenges that individuals face as the result of trauma and incorporate this understanding directly into client care. PSHH staff will work
Part III. Staffing
Other Residential
Services:
Other Residential
Services (specify)
PSHH
5chc
A PSHH property management employee will be available to
respond to overnight emergencies, via a PSHH answering
service and on call system with PSHH staff.
7pm-8am
5 Cities Homeless Coalition will provide case management to
homeless/at risk youth.
minimum once/week
or more frequently as
needed by resident
8-5pm
3. Describe how you will engage with tenant and/or participant to encourage voluntary participation in services as well as in community building, such as resident councils or similar forums. Included a
description of tenant/participant outreach, engagement and retention strategies to be used.
Engagement activities have been found to be most successful if they are done where the residents live, as they are most comfortable in their home setting and it eliminates transportation barriers. Classes,
health services, and community engagement events will take place on-site and the social worker will build strong relationships with outside service providers to promote collaboration. Examples of on-site
engagement opportunities include, but are not limited to: food distribution, annual flu clinics, health insurance benefits counseling, fall prevention classes, and holiday potlucks. The on-site social worker and
property manager will have an "open door" policy that will encourage meaningful input regarding building operations from residents. They will build rapport and one-on-one relationships with residents that help
make them more comfortable to participate in community life. A suggestion box open for comment will also be available for anonymous input. Property management will hold tenant meetings with an open
Other services, such as
housing retention skills,
legal assistance, family
connection services, etc.
PSHHStaff will provide residents who may be interested in pursuing
an education with a list of resources they are elligible for and
will provide assistance in filling out any necessary applications
as needed. PSHH provides educational services such as
computer literacy, financial literacy, and hosts various
workshops on health, safety, and wellness. The community
room and educational learning center will provide a physical
space for special needs residents to engage in learning
amongst other members of the community. Classes,
minimum once/week
or more frequently as
needed by resident
8-5pm
PSHH workers are trained to assist residents with improving
life skills and make referrals when assistance is needed with
activities of daily living. PSHH case management services
includes referrals to these services on an as-needed basis as
approrpiate for residents.
8-5pm
Education and
employment services
Homekey Round 3 Application Page 26 of 43 Supportive Services Plan
§300(iii) Supportive Services Plan (SSP)Rev 4/23/2023
FTE:
FTE:
FTE:
FTE:
FTE:
FTE:
FTE:
FTE:
FTE:
FTE:
FTE:
FTE:
FTE:
FTE:
FTE:$294,691 100.00%
Supportive Services Staff Supervisor(s) $0 0.00%
Supportive Services Coordinator, On-
Site $0 0.00%
Staff Serving Subpopulation
Case Manager Ratio
Totals
75
3.75
20.0 to 120.0 to 1
Homeless
(cannot exceed 15 to 1 ratio)
0
At-Risk of Homelessness
(cannot exceed 40 to 1 ratio)
25
0.75
33.3 to 1
Supplies $0 0.00%
Training $0 0.00%
Travel $0 0.00%
Office Rent/Occupancy Costs (don't include rent/leasing
costs for SH units)$0 0.00%
Staff training (per SSP)$0 0.00%
Equipment $0 0.00%
0.00 0.00%
0.00 0.00%
0.00%
Case Manager 2.00 0.00%
Staff Salaries: List by title of position. (This list must
match the Staffing Chart above.)
Case Manager 1.75
Total Revenue $294,691 100.00%
Expense Item Amount Type Funding Status % of Total Budget
0.00%
0.00%
0.00%
Homekey Operating Subsidy $294,691 100.00%
Section 2: Staffing Ratios
Part IV. Supportive Services Budget
Provide a line item supportive services budget for the Project using the format below. Complete both income and expense portions of the budget on a yearly basis. Include all costs associated with
implementing your SSP, including any in-kind services. Include income and expenses for all staff positions and partnering organizations who have committed time to the Project. Total expenses should equal
total income. Add expense item categories & lines as necessary. Don't include costs associated with providing services in non-Homekey Assisted Units. If costs are associated with both Homekey & non-
Homekey Assisted Units, include only the Homekey Assisted Units portion.
Income Source/Program Name Amount Type Funding Status % of Total Budget
1. Complete case manager staffing ratio chart to show how many staff are assigned per client (for example 2:1, 3:1, etc.). Include all case management. Provide only the number of ongoing direct service staff
positions that will provide services to the tenants of the Homekey Assisted Units, (for example, case manager, psychiatric nurse, services coordinator, etc.).
Do not include supervisors, peer support positions, or HMIS Administration positions. Describe staffing ratio special circumstances below.
Chronically Homeless
(cannot exceed 20 to 1 ratio)
20
1
Homeless Youth, or Youth at
Risk of Homelessness
(cannot exceed 15 to 1 ratio)
30
2
15.0 to 1
Population Type:
Units Serving Subpopulation
0.00 0.00%
0.00 0.00%
0.00 0.00%
0.00 0.00%
0.00%
$294,691 100.00%
Tenant Transportation (per SSP)
0.00 0.00%
0.00 0.00%
$0 0.00%
Other Supportive Services Staff (inc.
Case Manager)
Fringe Benefits 0.00%
Total Staff Expenses
0.00 0.00%
0.00
0.00%
Other Supportive Services Costs: (specify)$0 0.00%
Other Supportive Services Costs: (specify)$0 0.00%
Homekey Round 3 Application Page 27 of 43 Supportive Services Plan
§300(iii) Supportive Services Plan (SSP)Rev 4/23/2023
Applicant Comments
Greater Self- Determination: Tenants gain daily living skills
and ability to plan and advocate for themselves to maximize
independence and self-sufficiency (see examples in cell
comments to the right)
Tenants will gain daily living skills and increase their self-sufficiency by
advocating and involving themselves with community resources and events.
During the reporting year, 90% of tenants will pay their rent on time or
complete and fulfill a late payment agreement. 75% of tenants will
advocate for themselves and/or participate in community/social events.
Section 2: Plan for Evaluation
Describe your evaluation plan, including how you intend to collect, track and analyze data on the effectiveness of your Project, including the outcomes Projected above. Indicate who will analyze the data and
perform your Program evaluation. (e.g., staff, consultant, etc.).
PSHH's property management team works closely with on-site case management to assist tenants to maintain housing. Case managers support tenants in compliance with lease enforcement, remedy plans, house rules,
etc.. Case Management tracks this outcome objective monthly to calculate percentage at end of reporting period. PSHH's staff collects information confirmed by property management and entered into H.M.I.S., Homeless
Management Information System, as updates when income changes occur to tabulate % for this outcome objective. Case Management tracks on monthly report this outcome objective to calculate a percentage at end of
reporting period.
Other (specify)
Residential Stability: Tenants maintain permanent housing
(see examples in cell comments to the right)
Tenants will maintain affordable housing with needed services At least 75% of tenants will remain in housing during the reporting period
with assistance of case management and community outreach with
accessible life skills training/education.
Increased Skills and/or Income: Tenants gain job-related
skills, participate in job-related training and/or education, gain
stipend part-time or full-time supported employment, gain
access to mainstream service/income support Programs for
which they are eligible (see examples in cell comments to the
right)
Tenants will complete education or skills based training, and/or receive
mainstream income support program for which they are eligible.
At least 75% of tenants will gain knowledge and skill building
opportunitites related to workforce development/readiness. In addition, at
least 75% of tenants will complete activities pertaining to skill building and
workforce readiness.
Section 1: Property Management Plans and Tenant Selection
The Property Management Plan and tenant selection policies submitted with the Homekey application will be evaluated for the following consistent with state Housing First requirements. These documents
must identify, describe, and utilize Housing First and low-barrier tenant selection processes that prioritize those with the highest needs for available housing. The descriptions of the use of Housing First and
tenant selection in this SSP must be consistent with the Property Management Plan and the tenant selection policies. The Property Management Plan and tenant selection policies should address the
following and be consistent with state Housing First requirements, as well as and other Homekey program requirements:
Part VI. Measurable Outcomes and Plan for Evaluation
Section 1: Measurable Outcomes
Category Outcomes Outcome Objectives
Specific target populations will likely have varying outcomes and evaluation strategies. List outcomes and evaluations plans specific to each target population.
Outcomes are what you expect to happen for the people served by your Project. Outcomes are sometimes called results. Outcome objectives are time-specific measurable goals that identify how you know if
you are achieving your desired results. Outcome objectives are sometimes called outcome benchmarks or indicators. Categorize the outcomes for your Project into the following three categories:
File Name Property Management Plan Submit Property Management Plan and Tenant Selection Policies
Yes
Yes
Yes
Yes
Yes
9. Appeal and Grievance Procedures
Total Expenses $294,691 100.00%
Part V. Property Management Plans and Tenant Selection
YesUploaded to HCD?
7. How applicants and residents will be assisted in making reasonable accommodation requests, in coordination with the services provider and persuasive
to outside entities, such as Housing Authorities, to ensure that persons with disabilities have access to and can maintain housing
6. Process for assisting tenants to apply for different forms of cash and non-cash benefits to aid the household in retaining their housing, if needed
Included in Property Management Plan?1. Applicant eligibility and screening standards
2. Confidentiality Included in Property Management Plan?
3. Substance abuse policy Included in Property Management Plan?
4. Communication between property manager and supportive services staff Included in Property Management Plan?
5. Eviction policies and eviction prevention procedures Included in Property Management Plan?
Included in Property Management Plan?
Included in Property Management Plan?
8. Policies and practices to facilitate Voluntary Moving On strategies Included in Property Management Plan?
Included in Property Management Plan?
Yes
Yes
Yes
Yes
Homekey Round 3 Application Page 28 of 43 Supportive Services Plan
Possible
Points
186
70
20
40
10
10
40
25
10
0.00
Increments of $10,000
under baseline amount
Requested below
minimum baseline
(per unit)
Average cost per Assisted unit
from 'Award, Match, and
Revenue' worksheet cells U4 /
'Unit Mix' worksheet Y21
Average baseline per Assisted
Unit from 'Unit Mix' worksheet
cells AB21 / Y21
$177,333 $177,333 $0 0
c. Where average total cost per Assisted Unit is below the minimum baseline per door, 1 point for every $10,000 under baseline amount - max 10 pts
0.00
(HCD will score this section) b(ii). The length and strength of non Homekey operating funding leveraged to cover operating costs committed beyond the required five years of
initial Project operations. Score is based on weighted commitment type, percentage of costs covered, and length of commitment. One (1) point for each year beyond the first
five (5) years through year fifteen (15) of Project operations (up to 10 points).
0.00
10.00
Project name and address
Who provides the
experience Experience type
Housing
type
% increment of
committed
funding
57% 16.50
Increment of
5%11.0
55.002. Experience and Coordination - max 40 points
Yesa1. Does Applicant have the following experience: Development, ownership, or operation of one project similar in scope and size to the proposed project
(describe below) - 10 points
a. Development, ownership, or operation experience - max 25 points
$1,890,720.00 Operating Gap (total expenses & reserve -
restricted & unrestricted unit rents - reserves)
b. Commitment of non-Homekey rental or operating subsidies that will be used to maintain the ongoing affordability of the Project - max 40 points
b(i). Applicant contribution of non-Homekey Enforceable Funding Commitments for operating subsidies, including, but not limited to, Project-Based Vouchers, VASH vouchers,
tenant-based vouchers, or locally funded rental assistance. One point five (1.5) points for each five percent increment of non-HK operating subsidies covering operating
expenses in the first five years of project operations (up to 30 points).
16.50
3,319,137.80
Commitment of non-Homekey
rental and operating subsidies
(Years 1-5)
Self
Score
§304 Application Scoring Criteria (186 Points Max)
Rev 4/23/2023
Total Self Score not
including §304(1)(b)
Applications meeting the minimum program requirements outlined in Article III will require a minimum score of 100 points to be eligible for
funding. Scores will be based on the following criteria:140.00
1. Ability to secure site and demonstration of sustained operating leverage - max 70 points 36.50
20.00a. Identification of the site suitable for development and evidence of site control, or a plan and timeline for obtaining site control along with other supporting evidence - 20 max
points based on average score of all sites.
Type of Site Control
e. A sales contract, or other enforceable agreement for the acquisition of the property 20
25.00
Population served
Latest date
developed,
owned, or
operated
El Patio Hotel 167 S. Palm St Ventura CA 93001 People's Self Help Housing
Corporation Developed Similar Size
and Scope At-Risk of Homelessness 1/13/11
Homekey Round 3 Application Page 29 of 43 Application Scoring Criteria
§304 Application Scoring Criteria (186 Points Max)
Rev 4/23/2023
10
15
15
15
76
20
10
20
10
5
5
12/15
4
2
Total units from 'Unit Mix' worksheet cell E21d. Extent Project commits to being accessible to persons with disabilities - max 10 points
Rural
Area?No within 1/2 mile radius of project
ii. Project site is located proximity to a full-scale grocery store/supermarket where staples, fresh meat, and fresh produce
are sold - max 2 points
Supportive Service
Provider
Supportive Service
Provider
Supportive Service
Provider
0.00% 40.00%
Supportive Service
Provider
15.00
0.00%
Supportive Service
Provider
Supportive Service
Provider
# of
months
serving
Supportive Service
Provider Homeless
Housing
type
Permanent
Housing
Permanent
Housing
Permanent
Housing
Population Served
Homeless
At-Risk of Homelessness
Experience Provider
Supportive Service
Provider 144
Commitment letter(s) or MOU(s) Provide commitment letter(s) or MOU(s) documentation Uploaded to HCD?
c. If proposed project is Permanent, Applicant waives any
potential accommodation by the Department to increase
income limits at year 15 from the recordation of the use
restriction, as described in §303(ii) - max 20 points
26.67%
0.00
e. Site Selection - (max 12 points; max 16 points for Rural Projects; max 15 Points for Youth Projects)8.50
i. Project site is located within 1/2 mile of a bus rapid transit station, light rail station, commuter rail station, ferry terminal, bus station, or public bus stop OR the
project includes an alternative transportation service for residents (e.g., van or dial-a-ride service), if costs of obtaining and maintaining the van and its service are
included in the budget and the operating schedule is either on demand by tenants or a regular schedule is provided - max 4 points
Yes 4.00
File Name: Amenities Site Map Map indicating the proposed housing location(s) and scoring related amenities below.
Percentage of Assisted units
elected to waive increase of
income limits at year 15
Chronic
Homelessness
Homeless Youth or Youth at
Risk of Homelessness
a. Project serves specific sub-populations from 'Unit Mix
cells V22, W22, X22 - 20 points
76
Percentage of Assisted units that are three
bedrooms or larger 6.67%Percentage of Assisted units that are two bedrooms or
larger
b. Assisted Units include units
for large family housing types -
10 points
100.00%
Ocean View Manor 456 Elena Street Morro Bay People's Self Help Housing
Corporation Operated
People's Self Help Housing
Corporation
Yes
Project name and address
36.0
Experience type
Housing
type
Creston Gardens 1255 Creston Road Paso Robles People's Self Help Housing
Corporation Operated Affordable
Rental
Uploaded to HCD?Yes
% of units accessible to persons with hearing or
vision disabilities 6.58%
0.00# of units exceeding state and federal accessibility requirements set forth in §505, specifically
units with features accessible to persons with mobility disabilities - 5 points 9
# of units with features accessible to persons with hearing or vision disabilities as defined in 24
CFR Part 8.22 and the parallel ADAAG 2010 and CBC Ch. 11B provisions - 5 points 5
2.00
% of units exceeding state and federal accessibility
requirements as set forth in §505
Homelessness
Yes 75
0.00
Operated Affordable
Rental Homeless
a2. If a1 above is Yes, 10 points already earned. Does Applicant have the following experience? Development, ownership, or operation of at least two
affordable rental housing or interim projects in the last ten years, with at least one of those projects containing at least one unit housing a tenant who qualifies
as a member of the Target Population (provide details below)? - 10 points
5/15/23
Qualifying unit population
served
Latest date
developed,
owned, or
operated
Templeton Place II
3/15/21
3. Community impact and site selection - max 76 points 48.50
15.00
YesFile Name:
c. Commitment letter(s) or MOU(s) documenting how the complete development and management team (which may include Applicant, Developer, Property Manager, and
Lead Service Provider) are connected and will work together on the Project. Applicants are encouraged to complete due diligence checklists to ensure all members of the team
are aware of roles and responsibilities - 15 points
5/23/17
Valentine Court 280 E. Newlove Drive Santa Maria CA People's Self Help Housing
Corporation
15.00
Project Name and address
El Patio Hotel 167 S. Palm St Ventura CA 93001
Victoria Hotel 24 E. Victoria St Santa Barbara CA 9313
Heath House 18 E. Sola St Santa Barbara CA 93103
Heath House 18 E. Sola St Santa Barbara CA 93103
a3. Five (5) additional points awarded for each additional project beyond the base threshold requirement (development, ownership, or operation of affordable rental housing
or interim projects in the last 10 years serving at least one member of the Target Population) - max 15 points
Years
Operated Affordable
Rental Homeless 5/16/17
20.00
0.00
20.00
0.00
11.84%
Total Assisted units Applicant elects to waive
the right to increase income limits at year 15
from the recordation of the use restriction, as
described in §303(ii)
People's Self Help Housing
Corporation Operated
Who provides the
experience
Homeless
Affordable
Rental Homeless
b. Service provider's experience helping persons address barriers to housing stability and providing other support services; one (1) point awarded
for each year of service experience, after 3 years - max 15 points
264
24
Supportive Service
Provider
Supportive Service
Provider
Affordable
Rental Homeless 3/18/16
Homekey Round 3 Application Page 30 of 43 Application Scoring Criteria
§304 Application Scoring Criteria (186 Points Max)
Rev 4/23/2023
1
1
2
1
3
2
-20
Applicant Comments
a. For any Project resulting in the permanent displacement of residents (not businesses or farm operations), as outlined below:
0.000
iii. Project site is located within proximity of a qualifying medical clinic with a physician, physician’s assistant, or nurse
practitioner on-site for a minimum of 40 hours each week, or hospital (not a private doctor's office.)
A qualifying medical clinic must accept Medi-Cal/Medicare payments, or Health Care for the Homeless, or have an
equally comprehensive subsidy program for low-income patients. - max 1 point
Rural
Area?No
iv. Project site is located within proximity of a book-lending public library - max 1 point Rural
Area?
No within 1/2 mile radius of project
vi. Project site is located within proximity of a public park or a community center accessible to the general public - max 1
point
Rural
Area?
2.00
0.00%
0.00
0.00
No 0.00
viii. For Projects with units serving Homeless Youth: Project site is within proximity of at least two of the following: community colleges,
universities, trade schools, apprenticeship programs, employment programs, childcare centers for parenting youth, and/or community centers
for youth (e.g., LGBTQ+ centers, drop-in youth centers)? - max 2 points
Homeless
Youth?Yes
No
a. Negative Points assessed by the Department to the Applicant
5. Negative Points
No within 1 mile radius of project 0.50
Rural
Area?No 0.00No
vii. Project site has high speed internet service, with a minimum average download speed of 25 megabits/second must be made available to
each Unit for a minimum of 15 years, free of charge to the tenants and participants, and available within six months of the project’s placed-in-
service date. Documentation of internet availability must be included in the application. max 3 points
File Name: High Speed Internet If cell AI72 is "Yes", provide document of Internet availability Uploaded to HCD?N/A
Note: In the event of program oversubscription, where Applicants have the same score and the same date and time stamp, the Department may consider additional criteria as a
tiebreaker, including but not limited to the cost-effectiveness, community impact, affirmatively furthering fair housing, innovative housing types, tenant and participant stability and
proximity to transit, services and amenities.
The Project permanently
displaces existing residents:Total existing units 87
Total household units that will be
displaced
Percentage of household units that will be
displaced
4. Relocation Impacts - max minus 20 points
v. Project site is located within proximity of a pharmacy. May be included in a grocery store or health facility -
max 2 points
Rural
Area?
Homekey Round 3 Application Page 31 of 43 Application Scoring Criteria
Primary Applicant (App1)
Yes App1 Cert & Legal Reference: Certification & Legal Worksheet Yes
Yes App1 Resolution Signature required; see Applicant Documents worksheet.Yes
Yes App1 TIN Form See Applicant Documents worksheet Yes
Yes App1 Signature Block See Applicant Documents worksheet Yes
Co-Applicant 1 (Co-App1)
Yes
1Application Upload Checklist Rev 4/23/2023
The Checklist below is intended to be used after the Applicant completes the Homekey Round 3 application. Use the electronic file name descriptions below for the electronic
submission via online portal. Failure to submit a complete application including the required documentation may result in the need for you to amend and resubmit your application
resulting in your application's HCD review to be repositioned to the date of resubmittal.
Application materials, workbooks, and supporting documentation must be submitted no later than 5:00 p.m. Pacific Daylight Time on July 28, 2023.
Overview worksheet
Threshold
Req.Electronic File Name Document Description
Uploaded to
HCD?
Yes HK Round 3 Application Completed Application Yes
1Applicant acknowledges that the Application Upload Checklist is a form in the application to be completed by the Applicant prior to submission to verify
that required documents are submitted pursuant to this NOFA?Yes
Co-App1 Cert & Legal Reference: Certifications & Legal worksheet.Yes
Yes Co-App1 Resolution Signature required; see Applicant Documents worksheet.Yes
Yes Co-App1 OrgDoc1, OrgDoc1, etc.…See Applicant Documents worksheet Yes
Yes Co-App1 OrgChart See Applicant Documents worksheet Yes
Yes Co-App1 Signature Block See Applicant Documents worksheet Yes
Yes Co-App1 Payee Data or TIN See Applicant Documents worksheet Yes
Yes Co-App1 Cert of Good Standing Dated 30 days or less from the Application due date Yes
Yes Co-App1 Tax-Exempt Status Evidence of tax-exempt status from IRS and Franchise Tax Board, if applicable Yes
Yes Co-App1 Article of Org
LLC
N/A
Yes Co-App1 Cert of Amendment N/A
Yes Co-App1 Stat of Information N/A
See Applicant Documents worksheet
Yes Co-App1 Cert of LP LP N/A
Yes Co-App1 LP Agreement N/A
Co-Applicant 2 (Co-App2)
Yes Co-App2 Cert & Legal Reference: Certifications & Legal worksheet.Yes
See Applicant Documents worksheet
Yes Co-App2 Resolution Signature required; see Applicant Documents worksheet.Yes
Yes Co-App2 OrgDoc1, OrgDoc1, etc.…See Applicant Documents worksheet Yes
Yes Co-App2 OrgChart See Applicant Documents worksheet Yes
Yes Co-App2 Signature Block See Applicant Documents worksheet Yes
Yes Co-App2 Payee Data or TIN See Applicant Documents worksheet Yes
Yes Co-App2 Cert of Good Standing Dated 30 days or less from the Application due date Yes
Yes Co-App2 Tax-Exempt Status Evidence of tax-exempt status from IRS and Franchise Tax Board, if applicable Yes
Yes Co-App2 Article of Org
LLC
Yes
Yes Co-App2 Cert of Amendment Yes
Yes Co-App2 Stat of Information Yes
See Applicant Documents worksheet
Yes Co-App2 Cert of LP LP N/A
Yes Co-App2 LP Agreement N/A
Co-Applicant 3 (Co-App3)
Yes Co-App3 Cert & Legal Reference: Certifications & Legal worksheet.Yes
See Applicant Documents worksheet
Yes Co-App3 Resolution Signature required; see Applicant Documents worksheet.Yes
Yes Co-App3 OrgDoc1, OrgDoc1, etc.…See Applicant Documents worksheet Yes
Yes Co-App3 OrgChart See Applicant Documents worksheet Yes
Yes Co-App3 Signature Block See Applicant Documents worksheet Yes
Yes Co-App3 Payee Data or TIN See Applicant Documents worksheet Yes
Yes Co-App3 Cert of Good Standing Dated 30 days or less from the Application due date Yes
Yes Co-App3 Tax-Exempt Status Evidence of tax-exempt status from IRS and Franchise Tax Board, if applicable Yes
Yes Co-App3 Article of Org
LLC
N/A
Yes Co-App3 Cert of Amendment N/A
Yes Co-App3 Stat of Information N/A
See Applicant Documents worksheet
Yes Co-App3 Cert of LP LP Yes
Yes Co-App3 LP Agreement Yes
Co-Applicant 4 (Co-App4)
Yes Co-App4 Cert & Legal Reference: Certifications & Legal worksheet.N/A
See Applicant Documents worksheet
Yes Co-App4 Resolution Signature required; see Applicant Documents worksheet.N/A
Yes Co-App4 OrgDoc1, OrgDoc1, etc.…See Applicant Documents worksheet N/A
Yes Co-App4 OrgChart See Applicant Documents worksheet N/A
Yes Co-App4 Signature Block See Applicant Documents worksheet N/A
Yes Co-App4 Payee Data or TIN See Applicant Documents worksheet N/A
Yes Co-App4 Cert of Good Standing Dated 30 days or less from the Application due date N/A
Yes Co-App4 Tax-Exempt Status Evidence of tax-exempt status from IRS and Franchise Tax Board, if applicable N/A
Yes Co-App4 Article of Org
LLC
N/A
Yes Co-App4 Cert of Amendment N/A
Yes Co-App4 Stat of Information N/A
See Applicant Documents worksheet
Yes Co-App4 Cert of LP LP N/A
Yes Co-App4 LP Agreement N/A
Yes Non-Discrimination Policy YesProvide a non-discrimination policy
See Applicant Documents worksheet
Threshold worksheet
§300 Threshold
Homekey Round 3 Application Page 32 of 43 Application Upload Checklist
1Application Upload Checklist Rev 4/23/2023
§502 Tenant Selection and Participant Selection
Yes CES Participation and CoC Form Provide a Coordinated Entry System Participation and Continuum of Care Coordination Form Yes
See Document
Description Use Change
For Applicants proposing sites that will require a use change for permanent housing, there should be a
commitment and plan to facilitate or expedite those processes, so as to not delay expenditure and occupancy
requirements
Yes
Yes
Yes Appraisal
Conversion, Acq
and/or New
Construction
If land costs will be included in the Development Budget, attach an appraisal dated within
60 days of the application submittal date Yes
Provide a recent market study within the past year which conforms to Tax Credit Allocation
Committee (TCAC) guidelines, and/or a rent roll, and/or other supporting documentation
per §205 of the NOFA.
N/A
Yes Development Plan
N/A
Site Control1, Site Control2, etc.Provide documentation of the type of site control for each site pursuant to UMR §8303 Yes
Yes Prelim1, Prelim2, etc.Provide a current preliminary report for each site Yes
Provide a detailed development plan that supports acquisition of a site, completion of rehabilitation or
construction, occupancy, and fund expenditure before all program deadlines, factoring in entitlements,
permits, procurement, potential construction delays and supply chain issues, and demonstrates evidence of
strong organizational and financial capacity to develop the project.
Yes
Yes Local Appr, CEQA, and NEPA Local Approvals, CEQA, and NEPA, as evidenced by the completed and signed Local Jurisdiction and
NEPA Responsible Entity Verification worksheet Yes
Yes Racial & Gender Equity statement Latest Continuum of Care HMIS demographics data Yes
Yes Engaging the Target Population
statement
Provide a description of how the Applicant has engaged or will engage with the Target Population to inform
the design of the project Yes
Proof of General Liability Insurance that meets the requirements in §800(i)Yes
Automobile Insurance Proof of Automobile Liability Insurance that meets the requirements in §800(ii)
Yes Rehab Description Rehab Project Narrative description of current condition of structure(s) and overall scope of work. Yes
Yes PNA Rehab Project Physical Needs Assessment prepared by a qualified independent third party contractor.Yes
See Document
Description Market Study
Master Leasing and
Purchase of
Affordability
Covenants
Yes Housing First Experience Provide experience administering a Project in accordance with the core components of Housing First Yes
See Document
Description One-for-one Replacement
Plan to Perm Hsg
Submit if the acquired housing or site is to be redeveloped/repositioned as part of the locality's overall
goal to address the needs of the Target Population and the community, the Applicant shall provide as
part of the application a commitment to ensure one-for-one replacement of units
N/A
Yes Relocation Assistance Narrative Relocation Assistance Narrative for relocation or no relocation Yes
Yes Env. Report 1
Rehab & New
Construction
Project
Environmental Site Assessment Phase I (prepared or updated no earlier than 12 months
prior to the application due date).Yes
Yes, if rec'd by
Phase I Env. Report 2
Rehab & New
Construction
Project
If Environmental Site Assessment Phase I requires a Phase II study, submit a Phase II
(prepared or updated no earlier than 12 months prior to the application due date).
Yes
See Document
Description Housing Site Map Submit a map indicating the original target housing location and all proposed housing location(s), if
the proposed housing is located within the original target housing location neighborhood N/A
§504 Relocation
See Document
Description Outside Neighborhood
If replacement housing is proposed outside the target neighborhood, include a justification explaining
why it is necessary to locate this replacement housing outside the target neighborhood (i.e., offsite) and how
doing so supports and enables the Target Population to maintain housing.
N/A
Yes Perm Hsg Exp Provide evidence of capacity includes evidence of financial resources, an office and payroll.Yes
§301 Interim Housing Requirements
Yes, if project
type is Interim
Hsg.
Interim Hsg Collaboration
provide a description how Applicant has worked with HHAP recipients in the region and the Continuum of
Care (CoC) to coordinate and align the proposed Homekey Project with the Local Homelessness Action Plan
goals and strategies.
N/A
Yes, if project
type is Interim
Hsg.
Local Homelessness Action Plan Provide a copy of the Eligible Applicant’s approved Local Homelessness Action Plan pursuant to HHAP
Round 4, which clearly states the need for Interim Housing.N/A
Yes, if project
type is Interim
Hsg.
Provide a plan to connect participants to Permanent Housing, describing the number and type of Permanent
Housing opportunities, how the Project will leverage Supportive Services staff to navigate to Permanent
Housing, and the funding plan to make connections to Permanent Housing.
N/A
Yes, if project
type is Interim
Hsg.
Interim Hsg Project Alignment
Provide a description of how the proposed Homekey Interim Hsg. Project aligns with the Local Homelessness
Action Plan or a description on how the Applicant's jurisdiction has worked with recipients in the region and
Continuum of Care (CoC) to coordinate and align the proposed Homekey project with the Local
Homelessness Action Plan goals and strategies.
N/A
Yes Relocation Plan Provide a complete relocation plan N/A
§507 Environmental Clearances
§506 Prevailing Wage
Yes Prevailing Wage Certificate Provide a prevailing wage certification
NEPA Authority to Use Grant
Funds (if applicable)
NEPA Authority to Use Grant Funds issued by the Responsible Entity if the project is proposing use of federal
funds N/A
CEQA (if applicable)Provide a copy of CEQA Determination Documents Yes
Unit Mix worksheet
Award, Match, and Revenue worksheet
Dev Sources worksheet
Yes EFC1, EFC2, EFCI3, etc.Documentation for the executed funding commitments. See Dev Sources worksheet Yes
§800 Insurance Requirements
Property-Hazard Insurance Proof of Property Insurance that meets the requirements in §800(v)Yes
Yes
Liability Insurance
Yes Utility Allowance Local housing authority document showing current utility allowance chart, with relevant components circled.N/A
See Document
Description Funding Limit Exemption Form If total Department sources exceed $35 million, a request for exemption to the per Project funding limit is
required.N/A
Homekey Round 3 Application Page 33 of 43 Application Upload Checklist
1Application Upload Checklist Rev 4/23/2023
Certification & Legal worksheet
Provide a letter of support from the applicable housing authority confirming the need for an operating award
and evidencing why other subsidies, such as Project-based vouchers (PBVs), are not available. The Housing
Authority Support for Homekey Operating Subsidy template can be found on the Homekey website.
Yes
Yes HASLO PBV Provide commitment of this non-Homekey rental subsidy that will be used to maintain the ongoing
affordability of the Project.Yes
Provide commitment of this non-Homekey operating subsidy that will be used to maintain the ongoing
affordability of the Project.N/A
Yes
Application Scoring Criteria
Yes Commitment letter(s) or MOU(s)Provide commitment letter(s) or MOU(s) documentation Yes
See Document
Description High Speed Internet Submit if Project site has high speed Internet service.N/A
Yes Provide commitment of this non-Homekey operating subsidy that will be used to maintain the ongoing
affordability of the Project.N/A
Yes Provide commitment of this non-Homekey operating subsidy that will be used to maintain the ongoing
affordability of the Project.N/A
Yes Rental Subsidy Program #2 Name Provide commitment of this non-Homekey rental subsidy that will be used to maintain the ongoing
affordability of the Project.N/A
Yes Provide commitment of this non-Homekey operating subsidy that will be used to maintain the ongoing
affordability of the Project.N/A
Yes
Applicant Comments
Support Services Plan
Yes Property Management Plan Submit Property Management Plan and Tenant Selection Policies Yes
Yes HA Support for Homekey Operating
Subsidy
Yes Rental Subsidy Program #3 Name Provide commitment of this non-Homekey rental subsidy that will be used to maintain the ongoing
affordability of the Project.N/A
Yes Rental Subsidy Program #4 Name Provide commitment of this non-Homekey rental subsidy that will be used to maintain the ongoing
affordability of the Project.N/A
Yes Cert & Legal Explanation Letter of explanation for any "Yes" answers or red shaded items. See Certification & Legal worksheet Yes
Yes Amenities Map If applicable, provide a radius map with the amenities identified by markers
Homekey Round 3 Application Page 34 of 43 Application Upload Checklist
Printed Name Title of Signatory Signature Date
Provide a letter of explanation if you responded "Yes" to any of the questions above.
File Name: Cert & Legal Explanation Letter of explanation for any "Yes" answers or red shaded items above. Uploaded to HCD?
Kenneth Trigueiro CEO & President of PSHH, Sole
Member of LLC, MGP of LP 7/28/23
10. Within the past ten years, has the applicant been convicted of any felony? No
11. Within the past ten years, has the applicant been convicted of any misdemeanor related to the conduct of the applicant’s business? No
12. Within the past ten years, has the applicant been convicted of any misdemeanor for any financial or fraud related crime? No
7. Is the applicant currently a party to, or the subject of, or been notified that it may become a party to or the subject of, any criminal litigation, proceeding, charge,
complaint, examination or investigation, of any kind, involving, or that could result in, misdemeanor charges against the applicant for matters relating to the conduct of
the applicant’s business?
No
8. Is the applicant currently a party to, or the subject of, or been notified that it may become a party to or the subject of, any criminal litigation, proceeding, charge,
complaint, examination or investigation, of any kind, involving, or that could result in, criminal charges (whether felony or misdemeanor) against the applicant for any
financial or fraud related crime?
No
9. Is the applicant currently a party to, or the subject of, or been notified that it may become a party to or the subject of, any criminal litigation, proceeding, charge,
complaint, examination or investigation, of any kind, that could materially affect the financial condition of the applicant’s business?No
6. Is the applicant currently a party to, or the subject of, or been notified that it may become a party to or the subject of, any criminal litigation, proceeding, charge,
complaint, examination or investigation, of any kind, involving, or that could result in, felony charges against the applicant? No
Civil Matters
1. Has the applicant filed a bankruptcy or receivership case or had a bankruptcy or receivership action commenced against it, defaulted on a loan or been foreclosed
against in past ten years ? No
2. Is the applicant currently a party to, or been notified that it may become a party to, any civil litigation that may materially and adversely affect (a) the financial
condition of the applicant’s business, or (b) the project that is the subject of the application?No
3. Have there been any administrative or civil settlements, decisions, or judgments against the applicant within the past ten years that materially and adversely
affected (a) the financial condition of the applicant’s business, or (b) the project that is the subject of the application?No
4. Is the applicant currently subject to, or been notified that it may become subject to, any civil or administrative proceeding, examination, or investigation by a local,
state or federal licensing or accreditation agency, a local, state or federal taxing authority, or a local, state or federal regulatory or enforcement agency? No
5. In the past ten years, has the applicant been subject to any civil or administrative proceeding, examination, or investigation by a local, state or federal licensing or
accreditation agency, a local, state or federal taxing authority, or a local, state or federal regulatory or enforcement agency that resulted in a settlement, decision, or
judgment?
No
Criminal Matters
Members of the boards of directors of non-profit corporations, including officers of the boards, are also not required to respond. However, chief executive officers (Executive
Directors, Chief Executive Officers, Presidents or their equivalent) must respond, as must chief financial officers (Treasurers, Chief Financial Officers, or their equivalent).
Printed Name Title of Signatory Signature Date
Legal Disclosure
For purposes of the following questions, and with the exceptions noted below, the term “applicant” shall include the applicant and joint applicant, and any subsidiary of the
applicant or joint applicant if the subsidiary is involved in (for example, as a guarantor) or will be benefited by the application or the project.
In addition to each of these entities themselves, the term “applicant” shall also include the direct and indirect holders of more than ten percent (10%) of the ownership interests in
the entity, as well as the officers, directors, principals and senior executives of the entity if the entity is a corporation, the general and limited partners of the entity if the entity is a
partnership, and the members or managers of the entity if the entity is a limited liability company. For projects using tax-exempt bonds, it shall also include the individual who will
be executing the bond purchase agreement.
The following questions must be responded to for each entity and person qualifying as an "applicant," or "joint applicant" as defined above.
Explain all positive responses on a separate sheet and include with this questionnaire in the application.
Exceptions:
Public entity applicants without an ownership interest in the proposed project, including but not limited to cities, counties, and joint powers authorities with 100 or
more members, are not required to respond to this questionnaire.
Kenneth Trigueiro CEO & President of PSHH, Sole
Member of LLC, MGP of LP 7/28/23
Certification & Legal Disclosure Rev 4/23/2023
On behalf of the entity identified in the signature block below, I certify that:
1. The information, statements and attachments included in this application are, to the best of my knowledge and belief, true and correct.
2. I possess the legal authority to submit this application on behalf of the entity identified in the signature block.
3. The following is a complete disclosure of all identities of interest - of all persons or entities, including affiliates, that will provide goods or services to the Project either (a) in one
or more capacity or (b) that qualify as a "Related Party" to any person or entity that will provide goods or services to the Project. "Related Party" is defined in Section 10302 of the
California Code of Regulations (CTCAC Regulations):
People's Self-Help Housing Corporation (PSHH) is the project sponsor, applicant, developer, service provider, general contractor, and sole member Calle Joaquin LLC. The Duncan Group (dba
People's Self-Help Housing) will act as the Management Agent for the Project. The Duncan Group and PSHH are related 501(c)(3) entities. The Duncan Group was formed by PSHH to act as
the Management Agent for all PSHH sponsored affordable housing developments. No other identities exist.
4. As of the date of application, the Project, or the real property on which the Project is proposed (Property) is not party to or the subject of any claim or action at the State or
Federal appellate level.
5. I have disclosed and described below any claim or action undertaken which affects or potentially affects the feasibility of the Project.
In addition, I acknowledge that all information in this application and attachments is public, and may be disclosed by the State.
Homekey Round 3 Application Page 35 of 43 Certification & Legal
Phase II if recommended or required by Phase I
Specify in the box below environmental review type(s) not required and explain why (include documentation, if applicable):
ESA Phase II is not required by the ESA Phase I. Project is eligible for Class 32 infill CEQA exemption. Project will need NEPA clearance due to contemplated Section 8
vouchers.
I certify that the information on this form is true and correct to the best of my knowledge.
Section 2
Under Review?Verified as Complete
and date completed
Note: Any project using Homekey funds for any of the purposes listed in the Homekey NOFA is deemed consistent with “local plan, standard, or requirement, and any
applicable coastal plan, local or otherwise,” and “allowed as a permitted use, within the zone in which the structure is located, and shall not be subject to a conditional use
permit, discretionary permit, or any other discretionary reviews or approvals.” (Health and Safety Code 50675.1.3 (i))
Required for this
Project?
ESA Phase II Not Required
Applicant Address:
Local Jurisdiction and NEPA Responsible Entity Verification (if applicable)Rev 4/23/2023
Applicant: This form is to help inform the readiness of the Project by providing evidence of where the Project is in any required environmental review and land
use/entitlement processes.
Submit this form to the agency or department of local government responsible for administration of the items listed. This form may be submitted to more than one agency or
department as necessary. If the NEPA Responsible Entity is not a local government (e.g. State Dept. of Housing and Community Development, USDA RD), also submit a copy
of this form to the appropriate NEPA Responsible Entity. If an item is not required, indicate the reason in the box below. Complete both Sections 1 & 2.
Project Applicant: City of San Luis Obispo
990 Palm St
Applicant City:
Project Name:
Project Address/site:
San Luis Obispo
Calle Joaquin Homekey
1433 Calle Joaquin
Project City:
Project County:
Assessor Parcel Numbers (APNs):
San Luis Obispo
San Luis Obispo
053-151-026
Section 1
Local jurisdiction or NEPA Responsible Entity: The Applicant named above has submitted an application to the State Dept. of Housing and Community Development (the
Department) requesting funding for the project named above, under the Homekey program. Projects submitted for program funding are subject to a competitive rating process.
Project readiness is a component of that process. Verification of items listed below will be used in evaluating Homekey applications.
Applicable for this
Project?
Final date of Public
Comment Period Approved Date
All Environmental Clearances (CEQA and NEPA) necessary to begin construction are
either final approved or unnecessary:
CEQA Yes
NEPA Yes
ESA Document Date(s)
ESA Phase I Required Phase I shall be dated less than 12 months before application submittal date.7/28/23
Agency or Department Phone:
Title:
Agency or Department Name:
Agency or Department Address:
Signature:
No
Specify in the box below, items not required and explain why (include documentation, if applicable):
The site zoning allows the proposed use as permitted. Only a building permit is required for occupancy.
Project Applicant has submitted a complete application to the relevant local authorities for land use approval under a nondiscretionary local approval
process, where the application has been neither approved or disapproved. A nondiscretionary local approval process is one that includes little or no
subjective judgement by the public official and is limited to ensuring that the proposed development meets a set of objective zoning, design review and/or
subdivision standards in effect at the time the application is submitted to the local government. A “nondiscretionary local approval process” includes Streamlined
Ministerial Approval Processing under to Chapter 366, Statutes of 2017 (SB 35), By-Right Processing for Permanent Supportive Housing under Chapter 753,
Statutes of 2018 (AB 2162), housing element law (Government Code Section 65583.2(i)), or other local process that meets the definition of non-discretionary
approval process.
N/A
Projects located within the boundaries of an incorporated city, the city shall make the necessary determinations, and for Projects located in the unincorporated areas of a
county, the county shall make the necessary determinations. The appropriate entity shall sign below. Additional acknowledgements can be included on a separate sheet and
attached.
Dated:7/28/23
Statement completed by:
NoAll necessary land use approvals or entitlements necessary prior to issuance of a building permit,
including any required discretionary approvals, such as site plan or design review.
Homekey Round 3 Application Page 36 of 43 Local & Env Verification
Origination No Tax Credits
TCAC
Project #:
HCD Limit Project Amt.
$1,429,000 $1,429,000 $0
$1,429,000 $1,429,000 $0
Deferred Developer Fee payable on a priority basis from available Cash Flow $0 $0
$0 $0
$1,429,000
$0 $0
substantial rehab = construction cost for rehab work (excluding contractor profit and overhead) in excess of $38,000 per unit
a1.Number of units (include manager's unit) 76
a2.First 30 units at: $30,000 each $900,000
a3.Units in excess of 30 at: $11,500 each $529,000
a4.Total new construction and substantial rehab (a2 + a3)$1,429,000
with construction cost for rehab work (excluding contractor profit and overhead) between $11,500 - $38,000 per unit
b1.Number of units (include manager's unit) 0
b2.First 30 units at: $14,000 each $0
b3.Units in excess of 30 at: $6,500 each $0
b4.Total acquisition and non-substantial rehab (b2 + b3)$0
c1.Number of units (include manager's unit) 0
c2.Total other at:$2,000 per unit $0
$1,429,000
HCD 2022 Developer Fee Calculator - revised 2/4/21 (complete YELLOW shaded cells)
Project
Phase:Proposed Project Type:
Project
Name:
Project's Developer Fee Summary
Maximum Total Developer Fee - d.
Max Developer Fee payable from development funding sources - d.
Deferred Developer Fee payable exclusively from Sponsor Distributions
Total Budgeted or Actual Developer Fee
Calle Joaquin Homekey
d. Maximum allowable Developer Fee (a4 + b4 + c2)
Developer Fee Contributed as Capital Deferred Developer Fee
UMR §8312(a) for Projects without tax credits (choose only one in the 'a', 'b' or 'c' subsections)
a. New construction and substantial rehab projects UMR §8312(a)(1)
b. Acquisition and rehab projects UMR §8312(a)(2)
c. All other projects UMR §8312(a)(3)
Homekey Round 3 Application Page 37 of 43 Dev Fee 2022
(2)
(j)
(c)
Where the Department is providing construction-period financing, the minimum budgeted construction contingency must be 5 percent of construction costs for
new construction projects and 10 percent of construction costs for rehabilitation and conversion projects .
Builder overhead, profit and general requirements shall be limited in accordance with California Code of Regulations, Title 4, Section 10327, which states, "An overall
cost limitation of fourteen percent (14%) of the cost of construction shall apply to builder overhead, profit, and general requirements, excluding builder's general liability
insurance."
Total Operating Expenses Excluding On-Site Service Coordinator Salaries.
(a) Total Operating Expenses:
(b) Minus: On-Site Service Coordinator Salaries:
(3)
Debt Service
Name of Lender
Operating worksheet cells (D134 to D140)
1st Mortgage Debt Service
2nd Mortgage Debt Service
3rd Mortgage Debt Service
Misc. Financial Expenses: (specify)
Misc. Financial Expenses: (specify)
Misc. Financial Expenses: (specify)
Misc. Financial Expenses: (specify)
Other (Specify)
Totals
Replacement Reserve amount from cell AI27 below:
If the development is new construction or new construction & acq./rehab., the hard cost contingency must be between 5% and 10% (see cell AE31 above)
6.11%
6.11%13.36%
Comments
Builder Overhead, Profit, and General Requirements Calculator UMR §8311
Site Work - from Dev Budget worksheet cell M19 or M33
Structures - from Dev Budget worksheet cell M20 or M34
Contractor Profit - from Dev Budget worksheet cell M23 or M37
*Prevailing Wage - from Dev Budget worksheet cell M24 or M38
General Liability Insurance - from Dev Budget worksheet cell M25 or M39
Demolition - from Dev Budget worksheet cell M7
$0
Rev 4/23/2023Calculation Worksheet
Offsite Improvements - from Dev Budget worksheet cell M12
Site Work - from Dev Budget worksheet cell M19 or M33
Structures - from Dev Budget worksheet cell M20 or M34
General Requirements - from Dev Budget worksheet cell M21 or M35
Contractor Overhead - from Dev Budget worksheet cell M22 or M36
10.00%
Development Type
i. Acquisition & Rehabilitation
<(Must be a minimum of
10%, variance is possible
based on prorated costs)
General Requirements - from Dev Budget worksheet cell M21 or M35
$0 $0 $0
$0 $0 $0
$0 $0 $0
$0 $0
$0$0$0
$0
$0
Project Name: Calle Joaquin Homekey Number of Project Units:76
Replacement Reserve Calculator UMR §8309
$300,302$0
$0 $0 $0
Operating Reserve Calculator UMR §8308
TAX CREDIT NON-TAX CREDIT
$900,906 Amount subject to reserve
calculation: (a - b)$900,906 $225,227
If reserve amounts are different than the required amount, enter reserve amounts and how they are calculated below:
(1)
$0 $0
$500 per unit: (This is a placeholder for rehab projects and may be subject to higher amount) $500 $38,000
NON-TAX CREDIT
Project 4 Month
Reserve Required
TAX CREDIT
Project 3 Month
Reserve Required
Annual Debt
Service Amount
$0$0
$225,227 $300,302
$0 $0 $0
UMR Required Operating Reserve Amount:
$0$0
$0$0
$0
Comments
$0
HCD Required Replacement Reserve Amount - included in Operating' worksheet cell D123 $0
(a)0.6% of New construction costs (structures excluding contractor profit, overhead, and general requirements and insurance):
$0
$0
If the development is rehab., acq/rehab., or conversion, the hard cost contingency must be between 10% - 15% (see cell AE31 above)
$499,245
$50,000
$271,797
$271,797
$4,398,850
Contractor Profit - from Dev Budget worksheet cell M23 or M37
Hard Cost Contingency - from Dev Budget worksheet cell M95
(b)Replacement Reserve Amount = New construction: lesser of (a) and (b); Rehab: (b)
Construction Hard Cost Contingency Calculator UMR §8310
Offsite Improvements - from Dev Budget worksheet cell M12
Contractor Overhead - from Dev Budget worksheet cell M22 or M36
$4,398,850
$50,000
$271,797
$271,797
$0
$0
$0
$0
1.14%
Homekey Round 3 Application Page 38 of 43 Calculation Worksheet
(1)
(2)
(3)
(4)
(5)
UMR §8314(e)(1): Total number of Supportive Housing (SH) units anticipated to be restricted to individuals or
families experiencing chronic homelessness as defined consistent with Health and Safety Code (HSC) §50675.14.
UMR §8314(e)(2): Total number of Supportive Housing (SH) units (other than those restricted to individuals or
families experiencing chronic homelessness pursuant to HSC §50675.14), PLUS the total number of units restricted
to occupancy by Special Needs Populations (SNP)* under any HCD program. (*click here for definition - §7301(s) of
the MHP Final Guidelines). Do not include units included in (1) above.
UMR §8314(e)(3): Total number of units where the Sponsor, their affiliate, or a service provider under contract to
provide Supportive Services at the Project has both: (A) qualified staff devoted exclusively to oversight and quality
control of resident services in affordable housing, including the Project; and (B) a system to track and report on
tenant outcomes, such as changes in employment status and income. Do not include units included in items (1) and
(2) above.UMR §8314(e)(4): Total number of units anticipated to be offered Supportive Services provided by the Project
Sponsor, a Sponsor affiliate, or contracted service provider that do not satisfy the criteria in items (1), (2) and (3)
above.Maximum Supportive Services Costs
Supportive Services Costs - 2017 Uniform Multifamily Regulation (UMR) Limits
75
20 $4,850 $96,997
$297,053
55 $3,637 $200,056
$1,249 $0
0 $297 $0
A. Supportive Services Units:Total number
units:75 Certification Year - select budget reporting period
year:2024 Total
Units
Max PUPY
Expense Max Costs
UMR §8301(t): “Supportive Services” - social, health, educational, income support and employment services and benefits, coordination of community building and
educational activities, individualized needs assessment, and individualized assistance with obtaining services and benefits.
UMR §8301(u): “Supportive Services Costs” - the costs of providing tenants service coordination, case management, and direct resident and Supportive Services. It includes:
(1) the cost of providing tenants with information on and referral to social, health, educational, income support and employment services and benefits, coordination of
community building and educational activities, individualized needs assessment, and individualized assistance with obtaining services and benefits; (2) salaries, benefits,
contracted services, telecommunication expenses, travel costs, supplies, office expenses, staff training, maintenance of on-site equipment used in services programs, such as
computer labs, incidental costs related to resident events, and other similar costs approved by the Department.
Homekey Round 3 Application Page 39 of 43 Calculation Worksheet
The TIN must be submitted by all governmental entity Applicants. All other Applicants must submit the STD-204 Payee Data Record. Available on the Homekey website.
A resolution is required of each Joint Applicant - both private and public entities. A sample resolution template is available on the Homekey website.
Any other CA Secretary of State filings applicable to revivals, conversions or mergers.
Organizational Chart
The Organizational chart must depict the organizational structure of the entities in relation to the applicant.
Signature Block
All Applicants must submit a Signature Block in a Microsoft Word Document that will be used in the HCD legal documents such as the Standard Agreement.
Payee Data Record STD-204 or Taxpayer Identification Number (TIN)
Organizational Documents
Organizational documents are required for all Applicants except Governmental entities are not required.
Submit organizational documents supporting the Resolution submitted with the application.
Corporation organizational documents
Articles of Incorporation (Corp. Code §154, 200 and 202) as certified by the CA Secretary of State.
Bylaws and any amendments thereto (Corp. Code §207(b), 211 and 212)
Certificate of Amendment of Articles of Incorporation (Corp. Code §900-910 (general stock), §5810-5820 (public benefit and religious corporations), §7810-7820 (mutual
benefit corporations), or §12500-12510 (general cooperative corporations)) as applicable.
Restated Articles of Incorporation (Corp. Code §901, 906, 910 (general stock), §5811, 5815, 5819 (public benefit and religious corporations), §7811, 7815 and 7819 (mutual
benefit corporations) and §12501, 12506 and 12510 (general cooperative corporations)) as applicable.
Statement of Information (CA Secretary of State form SI-100 or SI-200)
Shareholder Agreements (Corp. Code §186) if applicable.
Certificate of Good Standing certified by Secretary of State.
Limited Liability Company
Articles of Organization (CA Secretary of State form LLC-1)
Certificate of Amendment (CA Secretary of State form LLC-2) if applicable
Restated Articles of Organization (CA Secretary of State form LLC-10) if applicable
Certificate of Correction (CA Secretary of State form LLC-11) if applicable
Statement of Information (CA Secretary of State form LLC-12 or LLC-12NC)
Operating Agreement (Corp. Code §17707.02(s) and 17701.10)
Certificate of Good Standing certified by Secretary of State
Limited Partnership
Certificate of Limited Partnership (CA Secretary of State form LP-1)
Amendment to Certificate of Limited Partnership (CA Secretary of State form LP-2) if applicable.
Certificate of Correction (CA Secretary of State form LP-2) if applicable.
Limited Partnership Agreement (CA Corp. Code §15901.02(x) and 15901.10)
Certificate of Good Standing certified by Secretary of State.
Applicant may use their own Resolution format as long as it contains ALL of the authorizations as in the sample.
The person attesting to the resolution signing cannot be the same person authorized to execute the documents in the name of the applicant.
If more than one authorized signatory is identified, state whether both signatories are required or only one signatory is required to submit and execute Program docs.
If the application is being signed by a designee of the authorized signatory, the applicant must also submit a designee letter or other proof of signing authority.
Applicant Documents Rev 4/23/2023
Certifications & Legal Disclosure
A completed and signed Certification is required for each Joint Applicant. Each Joint Applicant must sign an individual Certification form. A completed and signed Legal
Disclosure is also required for each Joint Applicant. The hard copy Certifications & Legal Disclosure should be submitted with the application as detailed in the NOFA.
Resolutions
Homekey Round 3 Application Page 40 of 43 Applicant Documents
Issue #Program
Name & Tab Urgency ADT Status Status Date
Application Development Team (ADT) Support Form Rev 4/23/2023
Complete the "yellow" cells in the form below for application related issues and email a copy to: homekey.help@hcd.ca.gov
Name:Email:
Cell # Update/Comment
2 Homekey
1 Homekey
3 Homekey
4 Homekey
6 Homekey
5 Homekey
7 Homekey
8 Homekey
10 Homekey
9 Homekey
11 Homekey
12 Homekey
Homekey
Homekey
20 Homekey
21 Homekey
22 Homekey
13 Homekey
14 Homekey
16 Homekey
19
18
17 Homekey
15 Homekey
Homekey Round 3 Application Page 41 of 43 App Support
Issue #Program
Name & Tab Urgency ADT Status Status Date
Application Development Team (ADT) Support Form Rev 4/23/2023
Complete the "yellow" cells in the form below for application related issues and email a copy to: homekey.help@hcd.ca.gov
Name:Email:
Cell # Update/Comment
23 Homekey
24 Homekey
25 Homekey
27 Homekey
26 Homekey
29 Homekey
30 Homekey
28 Homekey
31 Homekey
32 Homekey
33 Homekey
34 Homekey
35 Homekey
36 Homekey
37 Homekey
38 Homekey
39 Homekey
40 Homekey
41 Homekey
42 Homekey
43 Homekey
44 Homekey
Homekey Round 3 Application Page 42 of 43 App Support
Issue #Program
Name & Tab Urgency ADT Status Status Date
Application Development Team (ADT) Support Form Rev 4/23/2023
Complete the "yellow" cells in the form below for application related issues and email a copy to: homekey.help@hcd.ca.gov
Name:Email:
Cell # Update/Comment
45 Homekey
46 Homekey
47 Homekey
48
49
50
Homekey
Homekey
Homekey
Homekey Round 3 Application Page 43 of 43 App Support