01.1 NOFA Application Workbook_FINAL.xlsx

XLSX spreadsheet 130 KB Posted Oct 1, 2026

Attached to: RFI - NOTICE OF FUNDING AVAILABILITY FOR AFFORDABLE HOUSING ACQUISITION, CONSTRUCTION, PRESERVATION, AND REHABILITATION
Solicitation number: BPM013421
Issued by: California

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Written by GovTribe AI · Oct 2, 2026

NOFA Application Workbook Summary

This is a Notice of Funding Availability (NOFA) application workbook for the State of California designed to support affordable housing acquisition, construction, preservation, and rehabilitation projects. The workbook provides a standardized template and guidance for applicants to submit proposals for funding consideration. The document outlines the application structure, required documentation, and submission procedures for projects seeking state funding support. The workbook includes sections for project descriptions, financial projections, organizational capacity assessments, and community benefit documentation. Applicants must complete all required worksheets and submit supporting materials demonstrating project feasibility, financial viability, and alignment with state housing priorities. The application process establishes clear evaluation criteria and scoring methodologies to assess project competitiveness and compliance with program requirements.

The workbook establishes funding parameters for projects addressing California's affordable housing needs through multiple development strategies including new construction, acquisition, and rehabilitation of existing housing stock. The application materials require detailed financial analysis including development costs, operating budgets, and pro forma projections to demonstrate long-term sustainability. Applicants must demonstrate organizational experience, management capacity, and community partnerships to support successful project implementation. The funding availability prioritizes projects serving extremely low-income households, those addressing regional housing shortages, and developments incorporating supportive services or innovative design elements. The workbook serves as the primary vehicle for applicants to communicate project merit, organizational capability, and alignment with state housing policy objectives to funding administrators conducting competitive evaluation and award selection.

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Other files

File	Type	Posted
01 NOFA_2026-03_Capital_IHTF_HOME_FINAL.pdf	PDF	Oct 1, 2026
NOFA for Affordable Housing Development Flyer.pdf	PDF	Oct 1, 2026

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Instructions County of San Diego Health & Human Services Agency Housing & Community Development Services

NOFA APPLICATION WORKBOOK INSTRUCTIONS

Email an electronic copy of the completed NOFA Application, Attachments (as applicable), and NOFA Application Workbook (this Excel file) via a secured electronic management and storage system (SharePoint, OneDrive, Drop Box, etc.) to:

community.development@sdcounty.ca.gov

Also submit a copy of all documents on a USB drive to:

Housing and Community Development Services Attn: Community Development 3989 Ruffin Road San Diego, CA 92123

The emailed application and information on the USB drive must be consistent and the same. Applicants who do not submit both versions of the application on or before the application deadline will be deemed non-responsive.

Complete the following tabs in this Excel document:

Tab 2 - Application Checklist ("Checklist") Tab 3 - Development Summary ("Summary") Tab 4 - Additional Development Information ("Add'l Info") Tab 5 - Permanent Sources of Funding ("Sources") Tab 6 - Permanent Uses of Funding ("Uses") Tab 7 - Neighborhood Amenities Summary ("Amenities") Tab 8 - Acknowledgments Tab 9 - Certification

Questions regarding this Excel document can be submitted to community.development@sdcounty.ca.gov

Cells in this document that need to be completed by the Applicant are colored either light pink or light yellow:

Cells that are a light pink color are dropdowns; please click these cells and select the appropriate responses from the dropdown menus that becomes visible. These cells will turn to light green once an acceptable response is selected.

Cells that are a light yellow color require information to be entered; please click these cells and type in the appropriate response.

NOTE: HCDS reserves the right, in its sole discretion, to disqualify any application that is incomplete, out of order, lacks required attachments, or contains errors, inconsistencies, misrepresented information, or other deficiencies. Forms provided in the NOFA application must be used and information provided otherwise may be disregarded at the discretion of HCDS. HCDS reserves the right to waive disparities in a NOFA response if the sum and substance of the NOFA response is present. Moreover, HCDS reserves the right to terminate this NOFA at any time without prior notice.

Checklist

APPLICATION CHECKLIST

Select "Completed" from the dropdown menus in Column A for all submitted items.

Dropdown	Sections		Notes / Comments from Applicant(s) (as applicable)
TAB 1: GENERAL INFORMATION AND FINANCIAL FEASIBILITY
	1.	NOFA Application Workbook (this Excel file)
	2.	Board Resolution
	3.	Partnership Agreements
	4.	Pro Forma, including 20-year cash flow
	5.	Enforceable Commitments and Financial Feasibility
TAB 2: DEVELOPMENT OVERVIEW
	1.	Development Narrative
	2.	Attachment “G” Estimated Development Timeline
	3.	Consistency with Land Use and Zoning
	4.	Evidence of Site Control
	5.	Development Design and Implementation
	6.	Consistency with the County of San Diego Consortium

Consolidated Plan

TAB 3: APPLICANT EXPERIENCE
	1.	Applicant Experience
	2.	Technical Capacity
TAB 4: TENANT POPULATION AND SUPPORT SERVICES
	1.	Target Population and Support Services
	2.	Supportive Services Narrative
	3.	Evidence of Supportive Services
TAB 5: MANAGEMENT PLAN
	1.	Affirmative Fair Housing Marketing Plan
	2.	Management Plan
	3.	Smoke Free Housing
TAB 6: REPORTS
	1.	Appraisal
	2.	Audited Financial Statement and Single Audit
	3.	Environmental Review and Related Reports
		Phase I Environmental Site Assessment
		Other report (please specify in Notes, as applicable)
		Other report (please specify in Notes, as applicable)
	4.	Market Study
	5.	Preliminary Title Report
TAB 7: REHABILITATION PROJECTS (as applicable)
	1.	Rehabilitation Estimate
	2.	Physical Needs Assessment
	3.	Rehabilitation Standards
TAB 8: RELOCATION (as applicable)
	1.	Acquisition and Relocation Requirements
	2.	Relocation Plan
	3.	Relocation Noticing
	4.	Current Rent Roll

Summary

DEVELOPMENT SUMMARY

Development Name
Development Address(es)
Assessor's Parcel Number(s) (APN)
Census Tract(s)
Community Planning Area (if applicable)
County Board of Superviors (BoS) District	BoS District Map
Is the development scattered-site?
If yes, how many noncontiguous sites?

Name of Applicant
Applicant Address
Applicant is the development's…	Other (specify):
Organizational Type	Other (specify):
Status of Ownership Entity	Formation date:
Applicant Lead Contact Name
Applicant Lead Contact Email
Applicant Lead Contact Phone

Borrower | Partnership Entity:

Miller, Jason: Please enter "TBD" if partnership is not yet formed.

Miller, Jason: If unknown, click on "BoS District Map" to search for address. When searching, do not enter the city and state as part of the address; for example, you can search for "3989 Ruffin Road 92123" Has development previously been awarded County funding?

Anticipated Total Development Cost

Current NOFA Request

Amount of County Funding Requested

NOFA Capital Funding Source(s)

Being Requested

Use of NOFA Funds, if Awarded (select all that apply)
Acquisition
Construction
Rehabilitation
Other	Specify:

Estimated Development Timeline (enter dates, as applicable)

Acquisition

Rehabilitation/Construction Start

Rehabilitation/Construction Completion

100% Occupancyl

Special Needs Population(s) (if applicable)
Type of Special Needs Population	Included in Development?	# of Units	Notes (if applicable)
Persons with physical disabilities
Persons with developmental disabilities
Persons with serious mental illness
Persons with substance use disorders
Persons with HIV/AIDS
Military personnel and veterans
Transition Aged Youth (TAY)
Survivors of domestic violence
Homeless or at risk of homelessness
Seniors
Families in need (low-income families)
Other (specify below)

	PSH is non-time-limited affordable housing paired with supportive services for households that are experiencing or at risk of homelessness and/or those that have at least one member who has a disabling condition. Supportive services must be appropriate to the population served and must go beyond standard resident services.
Permanent Supportive Housing (PSH)
Will the development contain PSH units?
If so, how many total PSH units?

# of Units by Affordability (% AMI) & Unit Size

Miller, Jason: Select unit AMI limits from the dropdowns to the right.	Manager/Staff Unit(s)							Totals
	Studio units								0
	1-bedroom units								0
	2-bedroom units								0
	3-bedroom units								0
	4-bedroom units								0
	Totals	0	0	0	0	0	0	0	0

	Unit Rent and
Operating Subsidies	# of Total Units	Monthly Gross Rent Range (in dollars)	# of "Section 8" PBVs Awarded	# of VASH PBVs Awarded	Housing Authority Issuing PBVs

(if applicable)

Studio units*	0		to
1-bedroom units*	0		to				If PBVs have been awarded, please enter them in Columns F and G to the left, even if they are through another housing authority. Select the appropriate housing authority from the dropdown above (Cell H66).
2-bedroom units*	0		to
3-bedroom units*	0		to
4-bedroom units*	0		to
Manager/staff unit(s)	0	N/A
Totals	0	ERROR:#NUM!	to	$0	0	0
* Tenant units only

https://gis-portal.sandiegocounty.gov/arcgis/home/webmap/viewer.html?webmap=e75d5c7a59ff4d6a90e862a481c3ba96 Add'l Info

ADDITIONAL DEVELOPMENT INFORMATION

Site Control

Does the Developer currently

have site control?

If so, what type of site control?

Date of site control

Is evidence of site control

included with application?

Land Use

Has Development obtained all

discretionary land use approvals?

Date final approval received (or anticipated)

	Is evidence of approvals (or by-right status) included with application?
	Notes, if necessary
		Has the Development completed all required environmental clearances?
	Environmental Clearances
	Type	Completed?	Completion Date or Anticipated Completion Date
(if applicable)	Proof of Completion
(or Exemption)	Notes (if applicable)
	National Environmental Policy Act (NEPA)
	California Environmental

Quality Act (CEQA)

Phase I Environmental Site Assessment

Phase II Environmental Site Assessment

Sustainability and Energy Efficiency
Will the Development pursue LEED (Leadership in Energy and Environmental Design) certification?
If so, what level of LEED certification will the Development likely achieve?
If not, what level of LEED certification is most equivalent to the sustainability and energy-efficiency features of the Development?	Supporting Documentation Included with Application?
Provide a justification for why the Development's sustainability and energy-efficiency features will qualify the Development for, or are equivalent to, the listed LEED certification
Provide any additional information regarding the development's sustainability and energy-efficiency features that may be relevant to the scoring committee

Utilities

Who will pay for utilities in tenant units?

An Energy-Efficiency Based Utility Allowance schedule is available to qualified developments that either meet or exceed the California's Building Energy Efficiency Standards. Do you plan to utilize the Energy Efficiency Based Utility Allowance schedule?

Developer Experience
Name of Developer 1
How many affordable housing developments/units has Developer 1 constructed, acquired, and/or rehabilitated?	Developments:
	Units:
How many affordable housing developments/units does Developer 1 have currently under construction?	Developments:
	Units:
For how many affordable housing developments/units is Developer 1 currently securing financing?	Developments:
	Units:
Is supporting documentation included for all Developer 1 developments/units

counted here?

Name of Developer 2 (if applicable)
How many affordable housing developments/units has Developer 2 constructed, acquired, and/or rehabilitated?	Developments:
	Units:
How many affordable housing developments/units does Developer 2 have currently under construction?	Developments:
	Units:
For how many affordable housing developments/units is Developer 2 currently securing financing?	Developments:
	Units:
Is supporting documentation included for all Developer 2 developments/units

counted here?

Property Manager Experience

Name of Property Management company

How many affordable housing units does the Property Management company operate?

Is supporting documentation included for all units counted here?

Relocation

Will the Development require the displacement and/or relocation of residential and/or commercial tenants?

(If yes, enter numbers in the fields below.)

# of residential households to be displaced?
# of commercial tenants to be displaced?
Total tenants displaced:	0
# of residential households to be relocated?
# of commercial tenants to be relocated?
Total tenants relocated:	0

Supportive Services

If the development will include NPLH units, please do not list County BHS services below.

Also, please note that Developments with executed Memorandums of Understanding (MOUs) in place for supportive services may score higher than those with with draft agreements, which may score higher than those with no agreements.

Will the Development offer supportive services (which go above and beyond standard resident services) to residents?

Name of Service Provider 1 (if applicable)

How many units will be served by

this service provider?

What is the annual budget for this service provider?

Miller, Jason: If services are in-kind, please list the annual value of the services to be provided.

Service Provider 1 budget per unit served:	ERROR:#DIV/0!
Service Provider 1 FTEs assigned to development:
Type of services to be provided by

Service Provider 1?

Is MOU in place with Service Provider 1?

Name of Service Provider 2 (if applicable)

How many units will be served by

this service provider?

What is the annual budget for this service provider?

Miller, Jason: If services are in-kind, please list the annual value of the services to be provided.

Service Provider 2 budget per unit served:	ERROR:#DIV/0!
Service Provider 2 FTEs assigned to development:
Type of services to be provided by

Service Provider 2?

Is MOU in place with Service Provider 2?

Name of Service Provider 3 (if applicable)

How many units will be served by

this service provider?

What is the annual budget for this service provider?

Miller, Jason: If services are in-kind, please list the annual value of the services to be provided.

Miller, Jason: If services are in-kind, please list the annual value of the services to be provided.	Service Provider 3 budget per unit served:	ERROR:#DIV/0!
	Service Provider 3 FTEs assigned to development:
	Type of services to be provided by

Service Provider 3?

Is MOU in place with Service Provider 3?

Sources

PERMANENT SOURCES OF FUNDING
	NOTE: Please only enter permanent funding sources.

	Name of Funding Source	Amount
County Capital Funding	Currently Requesting (through this NOFA)
		$ - 0
		$ - 0
		$ - 0
	Subtotal	$ - 0

Miller, Jason: If this cell is pink, the amount does not match the Amount of County Funding Requested entered in the Development Summary tab (Cell B26).

	Previously Awarded
		$ - 0
		$ - 0
		$ - 0
		$ - 0
		$ - 0	Enforceable Commitment Included with Application?
	Subtotal	$ - 0
	County Capital Funding Total	$ - 0
Non-County Funding		$ - 0
		$ - 0
		$ - 0
		$ - 0
		$ - 0
		$ - 0
		$ - 0
		$ - 0
		$ - 0
		$ - 0
		$ - 0
		$ - 0
		$ - 0
	Non-County Total	$ - 0

SOURCES TOTAL $ - 0

Miller, Jason: If this cell is pink, the total does not match the Anticipated TDC entered in the Development Summary tab (Cell B23).

Miller, Jason: If this cell is pink, the amount does not match the Amount of County Funding Requested entered in the Development Summary tab (Cell B26).

Uses

PERMANENT USES OF FUNDING
	NOTE: Applicant may edit/add/delete Use Category line item titles, as necessary.

	Use Category	Amount
Acquisition	Land Acquisition	$ - 0
		$ - 0
		$ - 0
		$ - 0
	Acquisition Total	$ - 0
Hard Costs	Site Clearing & Demolition	$ - 0
	Site Construction	$ - 0
	On-site Improvements	$ - 0
	Off-site Improvements	$ - 0
	VWD Off-site Improvements	$ - 0
	Contractor’s Overhead & Profit	$ - 0
	General Conditions	$ - 0
	Contractor’s Insurance	$ - 0
	Construction Contingency	$ - 0
		$ - 0
		$ - 0
		$ - 0
		$ - 0
		$ - 0
		$ - 0
	Hard Cost Total	$ - 0
Soft Costs	Fees Permits & Studies	$ - 0
	Developer’s Fee	$ - 0
	Relocation	$ - 0
	Legal	$ - 0
	Rent-Up & Marketing	$ - 0
	Financing Costs	$ - 0
	Loan Interest	$ - 0
	Other Soft Costs	$ - 0
	Soft Cost Contingency	$ - 0
		$ - 0
		$ - 0
		$ - 0
		$ - 0
		$ - 0
		$ - 0
	Soft Cost Total	$ - 0

USES TOTAL $ - 0

Miller, Jason: If this cell is pink, the total does not match the SOURCES TOTAL entered in the Sources tab (Cell D33).

Amenities

		Please enter information for only the closest amenity of each type listed below.
	Type of Area Amenity	Amenity Name	Amenity Address	Distance to Amenity
(in miles; please use the Google Maps walking distance)	Notes

(if needed)

Public Bus Stop or Bus Station

Bus Rapid Transit Station, Trolley Station, Light Rail Station, or Commuter Rail Station

Public Park or Community Center

(accessible to general public)

Book-Lending Public Library

Senior Center

Public Elementary School

Public Middle School

Public High School

Grocery Store/Supermarket

(where staples, fresh meat, and fresh produce are sold and the interior gross square feet exceeds 25,000) Neighborhood Market (where staples, fresh meat, and fresh produce are sold and the interior gross square feet exceeds 5,000) Certified Farmers’ Market (database maintained by the CA Dept. of Food and Agriculture)

Medical Clinic or Public Hospital

Pharmacy

(can be part of other site amenity, e.g., within a grocery store or clinic)

Acknowledgments

ACKNOWLEDGMENTS
	Applicant(s) must acknowledge and comply with the requirements of the NOFA sections listed below. Failure to select the Acknowledgment from the dropdown below will result in the NOFA response being considered incomplete and may lead to denial at threshhold review. See the NOFA for the specific requirements associated with each NOFA section.

Acknowledgment (select from dropdown)

NOFA Sections

Affordability Period

Preferences

Evaluation Criteria

Reservation of Funds

Material Change(s)

Applicant Financial Capacity

Conditions

Cost Recovery and Fees

Development Waitlist

Accessibility

Applicant, Developer, and Contractor Debarment

Competitive Bidding Requirements

Monitoring

Participation of Disabled Veterans Business Enterprises (DVBEs) and

Minority- and Women-Owned Business Enterprises (MWBEs)

Equal Opportunity

Pre-Construction Conference

Working Families Ordinance and Prevailing Wage Rates/Davis-Bacon

Title Insurance

Attachment A – Program Basics

Attachment B – Required Federal Provisions

Attachment C – Sample Insurance Requirements

Attachment F – Management Plan Requirements

Certification

County of San Diego HHSA NOFA

APPLICATION CERTIFICATION

The application and its supporting documentation have been reviewed for completeness using the application checklist.

The undersigned certifies under penalty of perjury that all statements made in this proposal

are true and correct to the best of the undersigned's knowledge.

Development Name

Authorized Signature Typed Name

Title	Date Signed
To e-sign, right-click the Authorized Signature block and select "Sign"

Initial applications are subject to a preliminary review for completeness; applications deemed incomplete will be denied at initial threshold review. The selection procedure will include an evaluation of the total financing proposed in the NOFA application and the development pro forma. A determination will also be made concerning the consistency of the proposal with the strategy and priorities developed by the County of San Diego for the use of NOFA program funds. Developments awarded funds under this NOFA must comply with the regulations of the funding sources, as applicable.

Dropdowns

Applicant is :

BoS Districts

Organizational Status:

Status of Ownership Entity:

NOFA Sources Requested

Yes

Yes (aged 55+)

15% AMI Units

Completed

PHA

Evid of Site Control

Attached?

Owner & GP/MGP

District 1

Nonprofit

Exists

IHTF

Yes (aged 62+)

20% AMI Units

N/A

HACSD (County)

Fee title

Yes, included with app

Owner

District 2

Private Entity

To be formed

CDBG

N/A

Yes (both aged 55+ & aged 62+)

25% AMI Units

SDHC (City of SD)

Option to purchase

No, not included with app

GP/MGP

District 3

Other

HOME / HOME-ARP

30% AMI Units

Carlsbad

DDA with a public agency

N/A

Other

District 4

PLHA

35% AMI Units

Encinitas

Land sale contract

District 5

No preference (any funding available)

40% AMI Units

National City

Leasehold

Multiple

45% AMI Units

Oceanside

Services

County Funding Sources

50% AMI Units

N/A

Resident services

Yes; binding, executed MOU is attached

ARPA

55% AMI Units

Land Use

Specialty supportive services

No; but, a draft MOU is attached

CDBG

60% AMI Units

Yes (by-right development)

Both resident and specialty services

HOME / HOME-ARP

65% AMI Units

Utilities

Yes (approvals received)

IHTF

70% AMI Units

Tenants

NPLH

75% AMI Units

Owner

Acknowledgment

PIP

80% AMI Units

Applicant acknowledges and will comply with the requirements

of all NOFA sections, including those listed below

PLHA

Unrestricted Units

LEED

Other

Platinum

Gold

CEQA

Silver

Yes

NOFA Sources (Sources tab)

Certified

HOME / HOME-ARP

N/A

Exempt

IHTF

PLHA

No preference (any funding available)

image1.emf

File details come from the government source that posted it. Updated Oct 2, 2026.