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9% Competitive Credits
A li ti
Applications Must
M t Be
B Received
R i d At VHDA No N Later
L t Than
Th 5:00
5 00 PM
Richmond, VA Time On May 15, 2009
v1.4.2009
Low Income Housing Tax Credit Application for Reservation
Please indicate if the following items are included with your application by checking the appropriate boxes. Your
assistance in organizing the submission in the following order, and actually using tabs to mark them as shown, will
facilitate review of your application. Please note that all mandatory items must be included for the application to be
processed. The inclusion of other items may increase the number of points for which you are eligible under VHDA's point
system of ranking applications, and may assist VHDA in its determination of the appropriate amount of credits that it may
reserve for the development. You are therefore encouraged to submit as much requested information as is available, but
their inclusion is not mandatory for review of your application.
3. If complete address is not available, provide longitude and latitude coordinates (x,y) from
location on site your surveyor deems appropriate. -77.085402, 38.894776
Documentation from surveyor attached (TAB A) (Only necessary if street address or street intersections are not available.
(Coordinates should be the same as those listed on pg 13, if applicable)
4. The Circuit Court Clerk's office in which the deed to the property is or will be recorded:
City/County of Arlington County (ie; Richmond City, Chesterfield County; see application manual)
5. Does the site overlap one or more jurisdictional boundaries? Yes No
If yes, what other City/County is the site located in besides the one mentioned above?
6. Is the development located in a Metropolitan Statistical Area? Yes No
7. Census Tract the development is located in: 1016
Is this a Qualified Census Tract: Yes No (If yes, attach required form in TAB A)
8. Is the development located in a Difficult Development Area? No
9. Is the development located in a revitalization area? Yes No (If yes, attach required form in TAB A)
10. Is the development an existing RD or HUD S8/236 development? Yes No (If yes, attach required form in TAB Q)
Note: If there is an identity of interest between the applicant and the seller in this proposal, and the applicant is seeking points in
this category, then the applicant must either waive their rights to the developer's fee or other fees associated with acquisition and/or
rehabilitation, or obtain a waiver of this requirement from VHDA prior to application submission to receive these points.
a. Applicant agrees to waive all rights to any developer's fee or
other fees associated with acquisition and/or rehab. Yes n/a
b. Applicant has obtained a waiver of this requirement from VHDA
prior to the application submission deadline. Yes n/a
11. Is the development located in a census tract with a poverty
rate <10% with no tax credit units currently present? Yes No
12. Is the development listed on the RD 515 Rehabilitation
Priority List? Yes No
13. Congressional District 8 http://dlsgis.state.va.us/congress/2001PDFs/chap7Tab.pdf
Planning District 8 http://www.vapdc.org/aboutpdcs.htm#PDC%20Map
State Senate District 31 http://dlsgis.state.va.us/senate/2001PDFs/Chap2Tab.pdf
State House District 48 http://dlsgis.state.va.us/House/2001HousePDFs/Chap1Tab.pdf
B. Project Description:
In the space provided below, give a brief description of the proposed project.
2009 Page 1
Low Income Housing Tax Credit Application For Reservation
C. Reservation Request
1. Total annual credit amount request (Must be the same as Part IX-D8) $428,550
Federal Subsidies
The development will not receive federal subsidies.
some buildings.
1. Regular Allocation
All of the buildings in the development are expected to be placed
in service this year. For those buildings the owner will, this year, request an
allocation of 2008 credits for new construction, or
rehabilitation, or
acquisition and rehabilitation.
2. Carryforward Allocation
All of the buildings in the development are expected to be placed
in service within two years after the end of this calendar year, 2009, but the
owner will have more than 10% basis in the development before the end of six
months following allocation of credits. For those buildings, the owner requests
a carryforward allocation of 2009 credits pursuant to Section 42(h)(1)(E) for:
new construction, or
rehabilitation, or
acquisition and rehabilitation (even if you acquired a building this year and
"placed it in service" for the purpose of the acquisition credit, you cannot receive
the 8609 form for it until the rehab 8609 is issued for that building once the rehab
work is "placed in service" in 2010 or 2011).
3. Federal Subsidies
The development will not receive federal subsidies.
This development will receive federal subsidies for:
all buildings or
some buildings.
2009 Page 2
Low-Income Housing Tax Credit Application For Reservation
A waiver of the 10-year rule for all buildings has been or will be requested from the
Department of the Treasury pursuant to IRC Section 42(d)(6)(B)
Different circumstances for different buildings: Attach a separate sheet and explain for each
building.
NOTE If no credits
NOTE: dit are bbeing
i requested
t d ffor rehabilitation
h bilit ti expenditures,
dit so iindicate
di t and
d go
on to Section II. No Rehabilitation
2009 Page 3
Low-Income Housing Tax Credit Application For Reservation
NOTE: VHDA may allocate credits only to the tax-paying entity which owns the development at the time of the allocation. The term "Owner" herein refers to that entity. Please fill
in the legal name of the owner. The ownership entity must be formed prior to submitting this application. Any transfer, direct or indirect, of partnership interests (except those
involving the admission of limited partners) prior to the placed-in-service date of the proposed development shall be prohibited, unless the transfer is consented to by VHDA in its
sole discretion. IMPORTANT: The Owner name listed on this page must match exactly the owner name listed on the Virginia State Corporation Commission
A. Owner Information:
Name Wesley Colonial Village II Limited Partnership
Contact Person First: Kamilah Middle: P Last: McAfee
Address 5515 Cherokee Avenue, Suite 200
(Street)
Alexandria Virginia 22312
(City) (State) (Zip Code)
Principal(s) involved (e.g. general partners, LLC members, controlling shareholders, etc.):
Names ** Phone Type Ownership % Ownership
Wesley
y Housingg Develop.
p Corp.
p of No. VA ((703)) 642-3830 Initial Limited Partner 99.99%
Wesley 18th Street, LLC (703) 642-3830 General Partner 0.01%
0.00%
**Wesley Housing Development Corp. of No. VA is 100% owner of GP 0.00%
0.00%
**Shelley Murphy, President/CEO of Wesley Housing Development Corp. of No. VA 0.00%
0.00%
This should be 100% of the GP or managing member interest: 100.00%
** These should be the names of individuals who comprise the GP or managing members, not simply the names of
separate partnerships or corporations which may comprise those components.
Principals' Previous Participation Certification attached (Mandatory TAB D), resumé, & ownership structure chart.
B. Seller Information:
Name Troy Street, LLC Contact Person Shelley Murphy
Address 5515 Cherokee Avenue, Suite 200
Alexandria, VA 22312 Phone (703) 642-3830
2009 Page 4
Low-Income Housing Tax Credit Application For Reservation
2009 Page 5
Low-Income Housing Tax Credit Application For Reservation
D. Nonprofit Involvement:
Applications For 9% Credits - Must be completed in order to compete in the nonprofit tax credit pool.
All Applicants - Must be completed for points for nonprofit involvement under the ranking system.
Tax Credit Nonprofit Pool Applicants: To qualify for the nonprofit pool, an organization described in IRC Section 501
(c)(3) or 501 (c)(4) and exempt from taxation under IRC Section 501 (a), whose purposes include the fostering of low-income housing:
1. Must "materially participate" in the development and operation of the project throughout the compliance period,
2. Must own all general partnership interests in the development .
3. Must not be affiliated with or controlled by a for-profit organization.
4. Must not have been formed for the principal purpose of competition in the nonprofit pool, and
5. Must not have any staff member, or member of the nonprofit's board of directors materially participate in the proposed project
as a for-profit entity.
All Applicants: To qualify for points under the ranking system, the nonprofit's involvement need not necessarily
satisfy all of the requirements for participation in the nonprofit tax credit pool.
3. Type of involvement
Nonprofit meets eligibility requirement for points only, not pool or
Nonprofit meets eligibility requirements for nonprofit pool and points.
2009 Page 6
Low-Income Housing Tax Credit Application For Reservation
B. Building Systems:
Please describe each of the following in the space provided.
Community Facilities: Laundry Facilities and Community Room
2009 Page 7
Low-Income Housing Tax Credit Application For Reservation
C. Amenities:
1. Specify the average size per unit type: (Including pro rata share of heated common area)
Assisted Lvg 0.00 SF 1Bdrm Eld 0.00 SF 3-Bdrm Gar 0.00 SF
1-Sty-Eff-Eld 0.00 SF 2Bdrm Eld 0.00 SF 4-Bdrm Gar 0.00 SF
1-Sty 1BR-Eld 0.00 SF Eff-Gar 0.00 SF 2-Bdrm TH 0.00 SF
1-Sty 2BR-Eld 0.00 SF 1-Bdrm Gar 718.41 SF 3-Bdrm TH 0.00 SF
Eff-Eld 0.00 SF 2-Bdrm Gar 959.71 SF 4-Bdrm TH 0.00 SF
2. Total gross usable, heated square feet for the entire project less nonresidential commercial area:
36,414.00 Documentation attached (TAB F) Mandatory
(Sq. ft.)
NOTE: All developments must meet VHDA's Minimum Design and Construction Requirements.
By signing and submitting the Application For Reservation of Low Income Housing Tax Credits the
applicant certifies that the proposed project budget, plans & specifications and work write-ups incorporate
all necessary elements to fulfill these requirements.
2009 Page 8
Low Income Housing Tax Credit Application For Reservation
For all projects exclusively serving elderly and/or handicapped tenants, upon completion
of construction/rehabilitation: (Optional Point items)
a. All cooking ranges will have front controls
b. All units will have an emergency call system
c. All bathrooms will have an independent or supplemental heat source
d. All entrance doors have two eye viewers, one at 48" and the other at standard height
For all rehabilitation and adaptive reuse projects, upon completion of construction or
or rehabilitation: (Optional Point items)
Accessibility
For any non-elderly property in which the greater of 5 or 10% of the units (i) provide federal project-based rent subsidies or
equivalent assistance in order to ensure occupancy by extremely low-income persons; (ii) conform to HUD regulations
interpreting accessibility requirements of section 504 of the Rehabilitation Act; and (iii) are actively marketed to people with
special needs in accordance with a plan submitted as part of the Application. (If special needs include mobility impairments
the units described above must include roll-in showers and roll under sinks and front controls for ranges).
For any non-elderly property in which the greater of 5 or 10% of the units (i) have rents within HUD’s Housing Choice
Voucher ((“HCV”)) ppayment
y standard;; (ii)
( ) conform to HUD regulations
g p g accessibilityy requirements
interpreting q of section 504 of
the Rehabilitation Act; and (iii) are actively marketed to people with mobility impairments, including HCV holders, in
accordance with a plan submitted as part the Application.
For any non-elderly property in which at least four percent (4%) of the units conform to HUD regulations interpreting
accessibility requirements of section 504 of the Rehabilitation Act and are actively marketed to people with mobility
impairments in accordance with a plan submitted as part of the Application.
Yes No N/A The market-rate units' amenities are substantially equivalent to those of the
low-income units. If no, explain differences:
2009 Page 9
Low-Income Housing Tax Credit Application For Reservation
1. If 100% of the low-income units will be occupied by either or both of the following special needs
groups as defined by the United States Fair Housing Act, so indicate:
Yes Elderly (age 55 or above)
Yes Physically or mentally disabled persons (must meet the requirements of the federal
Americans with Disabilities Act)
2. Specify the number of low-income units that will serve individuals and families with children by
providing three or more bedrooms: 0 Number of units 0% of total low-income units
3. If the development has existing tenants, VHDA policy requires that the impact of economic and/or physical
displacement on those tenants be minimized, in which Owners agree to abide by the Authority's Relocation
Guidelines for LIHTC properties.
4. If leasing preference will be given to applicants on public housing waiting list and/or Section 8
waiting list, so indicate:
Yes
No
Locality has no such waiting list; If yes, provide the following information:
Organization which holds such waiting list: Arlington County Department of Human Services, Section 8 Office
Contact person (Name and Title) Ms. Peggy Pimentel
Phone Number (703) 228-1455 Required documentation attached (TAB H)
2009 Page 10
Low-Income Housing Tax Credit Application For Reservation
A. Provide the name and the address of the chief executive officer (City Manager, Town Manager, or
County Administrator) of the political jurisdiction in which the development will be located:
Chief Executive Officer's Name Ron Carlee
Chief Executive Officer's Title County Manager
Street Address 2100 Clarendon Blvd., Suite 302 Phone (703) 228-3120
City Arlington State Virginia Zip 22201
Name and title of local official you have discussed this project with who could answer questions for the
local CEO: Ken Aughenbaugh
Letter from CEO attached (TAB I) CEO letter to be submitted separately by June 1, 2009
VHDA notification letter to CEO submitted prior to 5:00 PM 3/5/09: (9% competitive credits only) Yes No
Name and title of local official you have discussed this project with who could answer questions for the
local CEO:
Letter from CEO attached (TAB I) CEO letter to be submitted separately by June 1, 2009
VHDA notification letter to CEO submitted prior to 5:00 PM 3/5/09: (9% competitive credits only) Yes No
B. j Schedule
Project
ACTUAL OR NAME OF
ACTIVITY ANTICIPATED PERSON
DATE RESPONSIBLE
Site
Option/Contract 5/12/2009 Kamilah McAfee/Erik Hoffman
Site Acquisition 11/5/2009 Kamilah McAfee
Zoning Approval N/A N/A
Site Plan Approval N/A N/A
Financing
A. Construction Loan
Loan Application 8/5/2009 Kamilah McAfee
Conditional Commitment 9/11/2009 Kamilah McAfee/TBD
Firm Commitment 10/16/2009 Kamilah McAfee/TBD
B. Permanent Loan - First Lien
Loan Application 8/5/2009 Kamilah McAfee
Conditional Commitment 9/11/2009 Kamilah McAfee/TBD
Firm Commitment 10/16/2009 Kamilah McAfee/TBD
C. Permanent Loan-Second Lien
Loan Application
Conditional Commitment
Firm Commitment
D. Other Loans & Grants
Type & Source, List
Application
Award/Commitment
Formation of Owner 5/11/2009 Kamilah McAfee/Erik Hoffman
IRS Approval of Nonprofit Status 9/12/1975 N/A
Closing and Transfer of Property to Owner 11/5/2009 Kamilah McAfee
Plans and Specifications, Working Drawings 10/1/2009 Kamilah McAfee/Michael Wiencek
Building Permit Issued by Local Government 11/2/2009 Kamilah McAfee
Start Construction 11/9/2009 Kamilah McAfee/TBD GC
Begin Lease-up 3/31/2010 Carol Rocabado
Complete Construction 12/30/2010 Kamilah McAfee/TBD GC
Complete Lease-Up 3/31/2011 Carol Rocabado
Credit Placed in Service Date 3/31/2011 Kamilah McAfee
2009 Page 11
Low-Income Housing Tax Credit Application For Reservation
Note: Site control by the Owner identified herein is a mandatory precondition of review of this application. Documentary
evidence of it, in the form of either a deed, option, purchase contract, or lease for a term longer than the period of time the
property will be subject to occupancy restrictions must be included herewith. (9% Competitive Credits - An option or
contract must extend beyond the application deadline by a minimum of four months.)
Warning: Site control by an entity other than the Owner, even if it is a closely related party, is not sufficient. Anticipated
future transfers to the Owner are not sufficient. The Owner, as identified in Subpart II-A, must have site control at the
time this Application is submitted.
NOTE: If the Owner receives a reservation of credits, the property must be titled in the name of or leased by (pursuant to a
long-term lease) the Owner before the allocation of credits is made this year.
Contact us before you submit this application if you have any questions about this requirement.
Applicant controls site by (select one and attach document - Mandatory TAB K)
Deed - attached
Long-term Lease - attached (expiration date: )
Option - attached (expiration date: 11/06/09 )
Purchase Contract - attached (expiration date: )
If more than one site for the development and more than one form of site control, please so indicate
and attach a separate sheet specifying each site, number of existing buildings on the site, if any,
type of control of each site, and applicable expiration date of form of site control. A site control
document is required for each site.
Owner is to acquire property by deed (or lease for period no shorter than period property
will be subject to occupancy restrictions) no later than 11/05/09 (must be prior to November 6, 2009).
If more than one site for the development and more than one expected date of acquisition by
Owner, please so indicate and attach separate sheet specifying each site, number of existing
buildings on the site, if any, and expected date of acquisition of each site by the Owner.
Obtain the following information from the Market Study conducted in connection with this tax credit application and enter below:
2009 Page 12
Low-Income Housing Tax Credit Application For Reservation
C. Site Description
4. Will the proposal seek to qualify for points associated with proximity to public transportation?
Yes No
Required documentation form attached (TAB A)
D. Photographs
Include photographs of the site and any existing structure(s) in TAB O. For rehabilitation projects,
provide interior pictures which document the necessity of the proposed work.
Minimum submission requirements for all properties (new construction, rehabilitation and adaptive reuse)
2009 Page 13
Low-Income Housing Tax Credit Application For Reservation
A. Rental Assistance
1. Do or will any low-income units receive rental assistance?
Yes No
2. If yes, indicate type of rental assistance:
B. Utilities
1. Monthly Utility Allowance Calculations
2009 Page 14
Low-Income Housing Tax Credit Application For Reservation
C. Revenue
1. Indicate the estimated monthly income for the Low-Income Units: **
Total Number of Total Monthly
Unit Type Tax Credit Units Rental Income
Efficiency Units 0 $0
1 Bedroom Units 40 $43,200
2 Bedroom Units 8 $10,304
3 Bedroom Units 0 $0
4 Bedroom Units 0 $0
Total Number of Tax Credit Units 48
** Beginning at Row 75 enter the appropriate data for both tax credit and market rate units in the yellow shaded cells.
2. Indicate the estimated monthly income for the Market Rate Units: **
Total Number of Total Monthly
Unit Type Market Units Rental Income
Efficiency Units 0 $0
1 Bedroom Units 0 $0
2 Bedroom Units 0 $0
3 Bedroom Units 0 $0
4 Bedroom Units 0 $0
Total Number of Market Units 0
1 STY-EFF-ELD 1 STY-1 BR-ELD 1 STY-2 BR-ELD Note: Please be sure to enter the number of units in the
0 0 0 appropriate unit category. If not, you will find an error on
the scoresheet at 5a, 6a & 6b.
List number of units by type: TAX CREDIT UNITS
ASSISTED LVG EFF-ELD 1 BD RM-ELD 2 BD RM-ELD EFF-GAR 1 BD RM-GAR
0 0 0 0 0 40
Efficiency Units
Unit Type / Net Rentable Monthly Rent Total
Rent Targeting Number Units Square Feet Per Unit Monthly Rent
1-Bedroom Units
Net Rentable Monthly Rent Total
Rent Targeting Number Units Square Feet Per Unit Monthly Rent
1 BR - 40% 0 0.00 $ - $ -
2009 Page 15
1 BR - 40% 0 0.00 $ - $ -
1 BR - 40% 0 0.00 $ - $ -
1 BR - 40% 0 0.00 $ - $ -
1 BR - 40% 0 0.00 $ - $ -
1 BR - 40% 0 0.00 $ - $ -
1 BR - 40% 0 0.00 $ - $ -
1 BR - 40% 0 0.00 $ - $ -
1 BR - 40% 0 0.00 $ - $ -
1 BR - 40% 0 0.00 $ - $ -
1 BR - 40% 0 0.00 $ - $ -
1 BR - 40% 0 0.00 $ - $ -
1 BR - 40% 0 0.00 $ - $ -
1 BR - 40% 0 0.00 $ - $ -
1 BR - 40% 0 0.00 $ - $ -
1 BR - 50% 0 0.00 $ - $ -
1 BR - 50% 0 0.00 $ - $ -
1 BR - 50% 0 0.00 $ - $ -
1 BR - 50% 0 0.00 $ - $ -
1 BR - 50% 0 0.00 $ - $ -
1 BR - 50% 0 0.00 $ - $ -
1 BR - 50% 0 0.00 $ - $ -
1 BR - 50% 0 0.00 $ - $ -
1 BR - 50% 0 0.00 $ - $ -
1 BR - 50% 0 0.00 $ - $ -
1 BR - 50% 0 0.00 $ - $ -
1 BR - 50% 0 0.00 $ - $ -
1 BR - 50% 0 0.00 $ - $ -
1 BR - 50% 0 0.00 $ - $ -
1 BR - 50% 0 0.00 $ - $ -
1 BR - Market 0 0.00 $ - $ -
1 BR - Market 0 0.00 $ - $ -
1 BR - Market 0 0.00 $ - $ -
1 BR - Market 0 0.00 $ - $ -
1 BR - Market 0 0.00 $ - $ -
1 BR - Market 0 0.00 $ - $ -
1 BR - Market 0 0.00 $ - $ -
1 BR - Market 0 0.00 $ - $ -
1 BR - Market 0 0.00 $ - $ -
1 BR - Market 0 0.00 $ - $ -
1 BR - Market 0 0.00 $ - $ -
1 BR - Market 0 0.00 $ - $ -
1 BR - Market 0 0.00 $ - $ -
1 BR - Market 0 0.00 $ - $ -
1 BR - Market 0 0.00 $ - $ -
Total 1-BR
Market Units: 0 0.00 Total Monthly
1-BR Market Rent: $ -
2009 Page 15
Low Income Housing Tax Credit Application for Reservation
Please indicate if the following items are included with your application by checking the appropriate boxes. Your
assistance in organizing the submission in the following order, and actually using tabs to mark them as shown, will
facilitate review of your application. Please note that all mandatory items must be included for the application to be
processed. The inclusion of other items may increase the number of points for which you are eligible under VHDA's point
system of ranking applications, and may assist VHDA in its determination of the appropriate amount of credits that it may
reserve for the development. You are therefore encouraged to submit as much requested information as is available, but
their inclusion is not mandatory for review of your application.
2 BR - 40% 0 0.00 $ - $ -
2 BR - 40% 0 0.00 $ - $ -
2 BR - 40% 0 0.00 $ - $ -
2 BR - 40% 0 0.00 $ - $ -
2 BR - 40% 0 0.00 $ - $ -
2 BR - 40% 0 0.00 $ - $ -
2 BR - 40% 0 0.00 $ - $ -
2 BR - 40% 0 0.00 $ - $ -
2 BR - 40% 0 0.00 $ - $ -
2 BR - 40% 0 0.00 $ - $ -
2 BR - 40% 0 0.00 $ - $ -
2 BR - 40% 0 0.00 $ - $ -
2 BR - 40% 0 0.00 $ - $ -
2 BR - 40% 0 0.00 $ - $ -
2 BR - 40% 0 0.00 $ - $ -
2 BR - 50% 0 0.00 $ - $ -
2 BR - 50% 0 0.00 $ - $ -
2 BR - 50% 0 0.00 $ - $ -
2 BR - 50% 0 0.00 $ - $ -
2 BR - 50% 0 0.00 $ - $ -
2 BR - 50% 0 0.00 $ - $ -
2 BR - 50% 0 0.00 $ - $ -
2 BR - 50% 0 0.00 $ - $ -
2 BR - 50% 0 0.00 $ - $ -
2 BR - 50% 0 0.00 $ - $ -
2 BR - 50% 0 0.00 $ - $ -
2 BR - 50% 0 0.00 $ - $ -
2 BR - 50% 0 0.00 $ - $ -
2 BR - 50% 0 0.00 $ - $ -
2 BR - 50% 0 0.00 $ - $ -
2 BR - Market 0 0.00 $ - $ -
2 BR - Market 0 0.00 $ - $ -
2 BR - Market 0 0.00 $ - $ -
2 BR - Market 0 0.00 $ - $ -
2 BR - Market 0 0.00 $ - $ -
2 BR - Market 0 0.00 $ - $ -
2 BR - Market 0 0.00 $ - $ -
2 BR - Market 0 0.00 $ - $ -
2 BR - Market 0 0.00 $ - $ -
2 BR - Market 0 0.00 $ - $ -
2 BR - Market 0 0.00 $ - $ -
2 BR - Market 0 0.00 $ - $ -
2 BR - Market 0 0.00 $ - $ -
2 BR - Market 0 0.00 $ - $ -
2009 2 BR - Market 0 0.00 $ - $ - Page 15
Total 2-BR
Market Units: 0 0.00 Total Monthly
2-BR Market Rent: $ -
3-Bedroom Units
Net Rentable Monthly Rent Total
Rent Targeting Number Units Square Feet Per Unit Monthly Rent
3 BR - 40% 0 0.00 $ - $ -
3 BR - 40% 0 0.00 $ - $ -
3 BR - 40% 0 0.00 $ - $ -
3 BR - 40% 0 0.00 $ - $ -
3 BR - 40% 0 0.00 $ - $ -
3 BR - 40% 0 0.00 $ - $ -
3 BR - 40% 0 0.00 $ - $ -
3 BR - 40% 0 0.00 $ - $ -
3 BR - 40% 0 0.00 $ - $ -
3 BR - 40% 0 0.00 $ - $ -
3 BR - 40% 0 0.00 $ - $ -
3 BR - 40% 0 0.00 $ - $ -
3 BR - 40% 0 0.00 $ - $ -
3 BR - 40% 0 0.00 $ - $ -
3 BR - 40% 0 0.00 $ - $ -
3 BR - 50% 0 0.00 $ - $ -
3 BR - 50% 0 0.00 $ - $ -
3 BR - 50% 0 0.00 $ - $ -
3 BR - 50% 0 0.00 $ - $ -
3 BR - 50% 0 0.00 $ - $ -
3 BR - 50% 0 0.00 $ - $ -
3 BR - 50% 0 0.00 $ - $ -
3 BR - 50% 0 0.00 $ - $ -
3 BR - 50% 0 0.00 $ - $ -
3 BR - 50% 0 0.00 $ - $ -
3 BR - 50% 0 0.00 $ - $ -
3 BR - 50% 0 0.00 $ - $ -
3 BR - 50% 0 0.00 $ - $ -
3 BR - 50% 0 0.00 $ - $ -
3 BR - 50% 0 0.00 $ - $ -
3 BR - 60% 0 0.00 $ - $ -
3 BR - 60% 0 0.00 $ - $ -
3 BR - 60% 0 0.00 $ - $ -
3 BR - 60% 0 0.00 $ - $ -
3 BR - 60% 0 0.00 $ - $ -
3 BR - 60% 0 0.00 $ - $ -
3 BR - 60% 0 0.00 $ - $ -
3 BR - 60% 0 0.00 $ - $ -
3 BR - 60% 0 0.00 $ - $ -
3 BR - 60% 0 0.00 $ - $ -
3 BR - 60% 0 0.00 $ - $ -
3 BR - 60% 0 0.00 $ - $ -
3 BR - 60% 0 0.00 $ - $ -
3 BR - 60% 0 0.00 $ - $ -
3 BR - 60% 0 0.00 $ - $ -
Total 3-BR Total Monthly 3-BR
Tax Credit Units: 0 0.00 Tax Credit Rent: $ -
3 BR - Market 0 0.00 $ - $ -
3 BR - Market 0 0.00 $ - $ -
3 BR - Market 0 0.00 $ - $ -
3 BR - Market 0 0.00 $ - $ -
3 BR - Market 0 0.00 $ - $ -
3 BR - Market 0 0.00 $ - $ -
2009 Page 15
3 BR - Market 0 0.00 $ - $ -
3 BR - Market 0 0.00 $ - $ -
3 BR - Market 0 0.00 $ - $ -
3 BR - Market 0 0.00 $ - $ -
3 BR - Market 0 0.00 $ - $ -
3 BR - Market 0 0.00 $ - $ -
3 BR - Market 0 0.00 $ - $ -
3 BR - Market 0 0.00 $ - $ -
3 BR - Market 0 0.00 $ - $ -
Total 3-BR
Market Units: 0 0.00 Total Monthly
3-BR Market Rent: $ -
4-Bedroom Units
Net Rentable Monthly Rent Total
Rent Targeting Number Units Square Feet Per Unit Monthly Rent
4 BR - 40% 0 0.00 $ - $ -
4 BR - 40% 0 0.00 $ - $ -
4 BR - 40% 0 0.00 $ - $ -
4 BR - 40% 0 0.00 $ - $ -
4 BR - 40% 0 0.00 $ - $ -
4 BR - 40% 0 0.00 $ - $ -
4 BR - 40% 0 0.00 $ - $ -
4 BR - 40% 0 0.00 $ - $ -
4 BR - 40% 0 0.00 $ - $ -
4 BR - 40% 0 0.00 $ - $ -
4 BR - 40% 0 0.00 $ - $ -
4 BR - 40% 0 0.00 $ - $ -
4 BR - 40% 0 0.00 $ - $ -
4 BR - 40% 0 0.00 $ - $ -
4 BR - 40% 0 0.00 $ - $ -
4 BR - 50% 0 0.00 $ - $ -
4 BR - 50% 0 0.00 $ - $ -
4 BR - 50% 0 0.00 $ - $ -
4 BR - 50% 0 0.00 $ - $ -
4 BR - 50% 0 0.00 $ - $ -
4 BR - 50% 0 0.00 $ - $ -
4 BR - 50% 0 0.00 $ - $ -
4 BR - 50% 0 0.00 $ - $ -
4 BR - 50% 0 0.00 $ - $ -
4 BR - 50% 0 0.00 $ - $ -
4 BR - 50% 0 0.00 $ - $ -
4 BR - 50% 0 0.00 $ - $ -
4 BR - 50% 0 0.00 $ - $ -
4 BR - 50% 0 0.00 $ - $ -
4 BR - 50% 0 0.00 $ - $ -
4 BR - 60% 0 0.00 $ - $ -
4 BR - 60% 0 0.00 $ - $ -
4 BR - 60% 0 0.00 $ - $ -
4 BR - 60% 0 0.00 $ - $ -
4 BR - 60% 0 0.00 $ - $ -
4 BR - 60% 0 0.00 $ - $ -
4 BR - 60% 0 0.00 $ - $ -
4 BR - 60% 0 0.00 $ - $ -
4 BR - 60% 0 0.00 $ - $ -
4 BR - 60% 0 0.00 $ - $ -
4 BR - 60% 0 0.00 $ - $ -
4 BR - 60% 0 0.00 $ - $ -
4 BR - 60% 0 0.00 $ - $ -
4 BR - 60% 0 0.00 $ - $ -
4 BR - 60% 0 0.00 $ - $ -
Total 4-BR Total Monthly 4-BR
Tax Credit Units: 0 0.00 Tax Credit Rent: $ -
2009 Page 15
4 BR - Market 0 0.00 $ - $ -
4 BR - Market 0 0.00 $ - $ -
4 BR - Market 0 0.00 $ - $ -
4 BR - Market 0 0.00 $ - $ -
4 BR - Market 0 0.00 $ - $ -
4 BR - Market 0 0.00 $ - $ -
4 BR - Market 0 0.00 $ - $ -
4 BR - Market 0 0.00 $ - $ -
4 BR - Market 0 0.00 $ - $ -
4 BR - Market 0 0.00 $ - $ -
4 BR - Market 0 0.00 $ - $ -
4 BR - Market 0 0.00 $ - $ -
4 BR - Market 0 0.00 $ - $ -
4 BR - Market 0 0.00 $ - $ -
4 BR - Market 0 0.00 $ - $ -
Total 4-BR
Market Units: 0 0.00 Total Monthly
4-BR Market Rent: $ -
2009 Page 15
Low-Income Housing Tax Credit Application For Reservation
D. Operating Expenses
Administrative:
1. Advertising/Marketing $3,600
2. Office Salaries $10,050
3. Office Supplies $5,543
4. Office/Model Apartment (type______) $0
5. Management Fee $30,056
5.00% of EGI 626.1666667 Per Unit
6. Manager Salaries $11,400
7. Staff Unit (s) (type______) $0
8. Legal $415
9. Auditing $5,000
10. Bookkeeping/Accounting Fees $480
11. Telephone & Answering Service $2,955
12. Tax Credit Monitoring Fee $1,650
13. Miscellaneous Administrative $2,385
Total Administrative $73,534
Utilities
14. Fuel Oil $0
15. Electricity $11,365
16. Water $27,065
17. Gas $8,970
18. Sewer $0
Total Utility $47,400
Operating:
19. Janitor/Cleaning Payroll $0
20. Janitor/Cleaning Supplies $100
21. Janitor/Cleaning Contract $15,725
22. Exterminating $760
23. Trash Removal $8,350
24. Security Payroll/Contract $0
25. Grounds Payroll $0
26. Grounds Supplies $100
27. Grounds Contract $10,240
28. Maintenance/Repairs Payroll $34,125
29. Repairs/Material $4,800
30. Repairs Contract $8,500
31. Elevator Maintenance/Contract $0
32. Heating/Cooling Repairs & Maintenance $1,040
33. Pool Maintenance/Contract/Staff $0
34. Snow Removal $850
35. Decorating/Payroll/Contract $0
36. Decorating Supplies $1,185
37. Miscellaneous $3,400
Operating & Maintenance Totals $89,175
Taxes & Insurance
38. Real Estate Taxes $40,000
39. Payroll Taxes $4,100
40. Miscellaneous Taxes/Licenses/Permits $2,000
41. Property & Liability Insurance $16,000
42. Fidelity Bond $0
43. Workman's Compensation $2,800
44. Health Insurance & Employee Benefits $8,500
45. Other Insurance $0
Total Taxes & Insurance $73,400
6544
Total Operating Expense $283,509
D1. Total Oper. Ex. Per Unit $5,906 D2. Total Oper. Ex. As % EGI (from E3) 47.16%
Replacement Reserves (Total # Units X $300 or $250 New Const. Elderly Minimum) $14,400
2009 Page 16
Low-Income Housing Tax Credit Application For Reservation
Stabilized
Year 1 Year 2 Year 3 Year 4 Year 5
Eff. Gross Income 601,122 619,156 637,731 656,863 676,568
Less Oper. Expenses 297,909 309,825 322,218 335,107 348,511
Net Income 303,213 309,331 315,512 321,755 328,057
Less Debt Service 261,965 261,965 261,965 261,965 261,965
Cash Flow 41,248 47,366 53,547 59,790 66,092
Debt Coverage Ratio 1.16 1.18 1.20 1.23 1.25
2009 Page 17
Low-Income Housing Tax Credit Application For Reservation
NOTE: Attorney must opine, among other things, as to correctness of the inclusion of each cost item in eligible
basis, type of credit and numerical calculations of this Part VIII.
A. Off-Site Improvements 0 0 0 0
B. Site Work 138,950 0 0 104,214
C. Other: 0 0 0 0
D. Unit Structures (New) 0 0 0 0
E. Unit Structures (Rehab) 3,121,336 0 0 3,121,336
F.
F Accessory
A Building
B ildi (s)
() 0 0 0 0
G. Asbestos Removal 0 0 0 0
H. Demolition 0 0 0 0
I. Commercial Space Costs 0 0 0 0
J. Structured Parking Garage 0 0 0 0
K. Subtotal A: (Sum 1A..1J) 3,260,286 0 0 3,225,550
L. General Requirements 195,617 0 0 195,617
M. Builder's Overhead 65,206 0 0 65,206
( 2.0% Contract)
N. Builder's Profit 195,617 0 0 195,617
( 6.0% Contract)
O. Bonding Fee 55,751 0 0 55,751
P. Other: Cost Certifcation 5,000 0 0 5,000
Q. Contractor Cost
Subtotal (Sum 1K..1P) $3,777,477 $0 $0 $3,742,741
2. Owner Costs
A. Building Permit 40,000 0 0 40,000
B. Arch./Engin. Design Fee 175,000 0 0 175,000
( 3,646 /Unit)
C. Arch. Supervision Fee 40,000 0 0 40,000
( 833 /Unit)
D. Tap Fees 0 0 0 0
E. Soil Borings 0 0 0 0
2009 Page 18
Low-Income Housing Tax Credit Application For Reservation
If this application seeks rehab credits only, in which there is no acquisition and no change in ownership, enter the greater of
appraised value or tax assessment value here: $0 Land
(Attach documentation at Tab K) $0 Building
2009 Page 19
Low-Income Housing Tax Credit Application For Reservation
2009 Page 20
Low-Income Housing Tax Credit Application For Reservation
3. If complete address is not available, provide longitude and latitude coordinates (x,y) from
location on site your surveyor deems appropriate. -77.085402, 38.894776
Documentation from surveyor attached (TAB A) (Only necessary if street address or street intersections are not available.
(Coordinates should be the same as those listed on pg 13, if applicable)
4. The Circuit Court Clerk's office in which the deed to the property is or will be recorded:
City/County of Arlington County (ie; Richmond City, Chesterfield County; see application manual)
5. Does the site overlap one or more jurisdictional boundaries? Yes No
If yes, what other City/County is the site located in besides the one mentioned above?
6. Is the development located in a Metropolitan Statistical Area? Yes No
7. Census Tract the development is located in: 1016
Is this a Qualified Census Tract: Yes No (If yes, attach required form in TAB A)
8. Is the development located in a Difficult Development Area? No
9. Is the development located in a revitalization area? Yes No (If yes, attach required form in TAB A)
10. Is the development an existing RD or HUD S8/236 development? Yes No (If yes, attach required form in TAB Q)
Note: If there is an identity of interest between the applicant and the seller in this proposal, and the applicant is seeking points in
this category, then the applicant must either waive their rights to the developer's fee or other fees associated with acquisition and/or
rehabilitation, or obtain a waiver of this requirement from VHDA prior to application submission to receive these points.
a. Applicant agrees to waive all rights to any developer's fee or
other fees associated with acquisition and/or rehab. Yes n/a
b. Applicant has obtained a waiver of this requirement from VHDA
prior to the application submission deadline. Yes n/a
11. Is the development located in a census tract with a poverty
rate <10% with no tax credit units currently present? Yes No
12. Is the development listed on the RD 515 Rehabilitation
Priority List? Yes No
13. Congressional District 8 http://dlsgis.state.va.us/congress/2001PDFs/chap7Tab.pdf
Planning District 8 http://www.vapdc.org/aboutpdcs.htm#PDC%20Map
State Senate District 31 http://dlsgis.state.va.us/senate/2001PDFs/Chap2Tab.pdf
State House District 48 http://dlsgis.state.va.us/House/2001HousePDFs/Chap1Tab.pdf
B. Project Description:
In the space provided below, give a brief description of the proposed project.
2009 Page 1
Low-Income Housing Tax Credit Application For Reservation
B. Sources of Funds
1. Construction Financing: List individually the sources of construction financing, including any such
loans financed through grant sources:
2. Permanent Financing: List individually the sources of all permanent financing in order of lien position:
2009 Page 21
Low-Income Housing Tax Credit Application For Reservation
5. Net amount which will be used to pay for Total Development Cost (4a-4e)
as listed in Part VIII-A5 (same amount as Part IX-D3) $3,385,206
2009 Page 22
Low-Income Housing Tax Credit Application For Reservation
1. Are any portions of the sources of funds described above for the development financed directly or indirectly
with Federal, State, or Local Government Funds? Yes No
If yes, then check the type and list the amount of money involved.
Grants Grants
CDBG $0 State $0
UDAG $0 Local $0
Other: TCAP $1,180,012
This means grants to the partnership. If you received a loan financed by a locality which received one of the
listed grants, please list it in the appropriate loan column as "other" and describe the applicable grant program
which funded it.
2. Subsidized funding: list all sources of funding for points. Documentation Attached (TAB T)
2009 Page 23
Low-Income Housing Tax Credit Application For Reservation
NOTE: Each recipient of an allocation of credits will be required to record an extended use agreement as
required by the IRC governing the use of the development for low-income housing for at least 30 years.
However, the IRC provides that, in certain circumstances, such extended use period may be terminated early.
This development will be subject to the standard extended use agreement which permits early
termination (after the mandatory 15-year compliance period) of the extended use period.
This development will be subject to an extended use agreement in which the owner's right to any
early termination of the extended use provision is waived for 25 additional years after the 15-
year compliance period for a total of 40 years. Do not select if IX.B is checked below.
This development will be subject to an extended use agreement in which the owner's right to any
early termination of the extended use provision is waived for 35 additional years after the 15-
year compliance period for a total of 50 years. Do not select if IX.B is checked below.
2009 Page 24
Low-Income Housing Tax Credit Application For Reservation
$126,932 $0 $301,618
Qualified Basis Totals (must agree with VIII-A10)
2009 Page 25
Low-Income Housing Tax Credit Application For Reservation
The following calculation of the amount of credits needed is substantially the same as the calculation which will be made by
VHDA to determine, as required by the IRC, the amount of credits which may be allocated for the development. However, VHDA
at all times retains the right to substitute such information and assumptions as are determined by VHDA to be reasonable for the
information and assumptions provided herein as to costs (including development fees, profits, etc.), sources for funding,
expected equity, etc. Accordingly, if the development is selected by VHDA for a reservation of credits, the amount of such
reservation may differ significantly from the amount you compute below.
6. Equals Annual Tax Credit Required to Fund the Equity Gap $428,550
2009 Page 26
Low-Income Housing Tax Credit Application For Reservation
F. Statement of Owner
1. that, to the best of its knowledge and belief, all factual information provided herein or in connection
herewith is true and correct, and all estimates are reasonable.
2. that it will at all times indemnify and hold harmless VHDA and its assigns against all losses, costs,
damages, VHDA's expenses, and liabilities of any nature directly or indirectly resulting from, arising out of,
or relating to VHDA's acceptance, consideration, approval, or disapproval of this reservation request and
the issuance or nonissuance of an allocation of credits, grants and/or loan funds in connection herewith.
3. that points will be assigned only for representations made herein for which satisfactory documentation is
submitted herewith and that no revised representations may be made in connection with this application
once the deadline for applications has passed.
4. that this application form, provided by VHDA to applicants for tax credits, including all sections herein
relative to basis, credit calculations, and determination of the amount of the credit necessary to make the
development financially feasible, is provided only for the convenience of VHDA in reviewing reservation
requests; that completion hereof in no way guarantees eligibility for the credits or ensures that the amount
of credits applied for has been computed in accordance with IRC requirements; and that any notations
herein describing IRC requirements are offered only as general guides and not as legal authority.
5. that the undersigned is responsible for ensuring that the proposed development will be comprised of
qualified low-income buildings and that it will in all respects satisfy all applicable requirements of federal
tax law and any other requirements imposed upon it by VHDA prior to allocation, should one be issued.
6. that, for the purposes of reviewing this application, VHDA is entitled to rely upon representations of the
undersigned as to the inclusion of costs in eligible basis and as to all of the figures and calculations relative
to the determination of qualified basis for the development as a whole and/or each building therein
individually as well as the amounts and types of credit applicable thereof, but that the issuance of a
reservation based on such representation in no way warrants their correctness or compliance with IRC
requirements.
7. that VHDA may request or require changes in the information submitted herewith, may substitute its own
figures which it deems reasonable for any or all figures provided herein by the undersigned and may reserve
credits, if any, in an amount significantly different from the amount requested.
8. that reservations of credits are not transferable without prior written approval by VHDA at its sole
discretion.
2009 Page 27
2009 LIHTC SELF SCORE SHEET:
This worksheet is intended to provide you with an estimate of your application score based on the selection criteria described in the
QAP. Most of the data used in the scoring process is automatically entered below as you fill in the application. Other items,
denoted below in the green shaded cells, are items that are typically evaluated by VHDA’s staff during the application review and
feasibility analysis. For purposes of self scoring, it will be necessary for you to make certain decisions and assumptions about your
application and enter the appropriate responses in the green shaded cells of this score sheet. All but two require yes/no responses,
in which case enter Y or N as appropriate. Item 2b pertaining to the Local CEO Letter will require one of the following responses: Y
– the letter indicates unconditional support; N – the letter indicates opposition to the project; NC – no comment from the locality, or
any other response which is neither unconditional support nor opposition. Item 5e1 requires a numeric value to be entered. Please
remember that the score is only an estimate based on the selection criteria using the reservation application data and the
responses you’ve entered on this score sheet. VHDA reserves the right to change application data and/or score sheet responses
where appropriate, which may change the final score.
3. DEVELOPMENT CHARACTERISTICS:
a. Unit size (See calculations below) Up to 100 100.00
b. Amenities (See calculations below) Up to 60 60.00
c. Project subsidies/HUD 504 accessibility for 5 or 10% of units N 0 or 50 0.00
or d. HCV payment standard/HUD 504 accessibility for 5 or 10% of units Y 0 or 30 30.00
or e. HUD 504 accessibility for 4% of units N 0 or 15 0.00
f. Proximity to public transportation Y10 0, 10 or 20 10.00
g. Development will be Earthcraft or LEED certified Y 0 or 30 30.00
h. VHDA Certified Property Management Agent Y 0 or 25 25.00
i. Units constructed to meet VHDA's Universal Design standards 10% Up to 15 1.56
j. Developments with less than 100 units Up to 20 20.00
Total 276.56
5. SPONSOR CHARACTERISTICS:
a. Developer experience - 3 developments with 3 x units or 6 developments with 1 x units Y 0 or 50 50.00
or b. Developer experience - 1 development with 1 x units N 0 or 10 0.00
c. Developer experience - uncorrected major violation N 0 or -50 0.00
d. Developer experience - noncompliance Enter Total Negative N 0 or -15 0.00
e1. Developer experience - did not build as represented Points Here: 0 0 or -x 0.00
e2. Developer experience - termination of credits by VHDA N 0 or -10 0.00
f. Management company rated unsatisfactory N 0 or -25 0.00
g. LEED accredited design team member Y 0 or 10 10.00
Total 60.00
1 ST ELD-EFF 1 ST ELD-1 BDRM 1 ST ELD-2 BDRM If you do not receive a numeric point value
High Sq.Ft. / BDRM 0 0 0 in the unit size calculations, please
Low Sq.Ft. / BDRM 0 0 0 check the values entered on page 8, C1.
Project Sq.Ft. / BDRM 0 0 0 These must be whole number numeric
Percentage of Units 0.00% 0.00% 0.00% values only. Also check page 7, item 3,
Points per Bedroom 0.00 0.00 0.00 the number of units must be either new,
adapt or rehab only. Combinations do
Total Unit Size Points: 100.00 not calculate correctly.
Amenities:
All units have:
a. 1.5 or 2 Bathrooms 50.00% 7.50
b. Community Room 5.00
c. Brick Walls 100.00% 20.00
d. Kitchen/Laundry Appl-Energy Star 0.00
e. Windows-Energy Star 5.00
f. Heat/AC-SEER-AFUE 10.00
g. Sub-metered water expense 0.00
h. Low flow faucets & showerheads 3.00
i. High speed cable, DSL, wireless internet 1.00
j. Water heaters meet EPA Energy Star requirements 5.00
Total 56.50
All elderly units have:
a. Front-control ranges 0.00
b. Emergency call system 0.00
c. Independent/suppl. heat source 0.00
d. Two eye viewers 0.00
Total 0.00
2009
$/SF = $282.48 Credits/SF = $15.58 Const $/unit = $78,697
TYPE OF PROJECT FAMILY = 11000; ELDERLY = 12000 11000 If an ERROR message appears here check
LOCATION BELT=100; NVM=110; NVNM=200; RIC=300; TID=400; SMA=500; SMA-C=510; RUR=600 100 spelling of Clerk's Office on pg 1. It must
TYPE OF CONSTRUCTION N C=1; ADPT=2;REHAB(25,000+)=3; REHAB(15,000-25,000)=4 3 match exactly with the Jurisdiction names
listed in the Application Manual.
ELDERLY
AS LVG EFF-E 1 BR-E 2 BR-E EFF-E-1 ST 1 BR-E-1 ST 2 BR-E-1 ST
AVG UNIT SIZE 0 0 0 0 0 0 0
NUMBER OF UNITS 0 0 0 0 0 0 0
PARAMETER-(COSTS=>25,000) 0 0 0 0 0 0 0
PARAMETER-(COSTS<25,000) 0 0 0 0 0 0 0
COST PARAMETER 0 0 0 0 0 0 0
PROJECT COST PER UNIT 0 0 0 0 0 0 0
PARAMETER-(CREDITS=>25,000) 0 0 0 0 0 0 0
PARAMETER-(CREDITS<25,000) 0 0 0 0 0 0 0
CREDIT PARAMETER 0 0 0 0 0 0 0
PROJECT CREDIT PER UNIT 0 0 0 0 0 0 0
COST PER UNIT POINTS 0.00 0.00 0.00 0.00 0.00 0.00 0.00
CREDIT PER UNIT POINTS 0.00 0.00 0.00 0.00 0.00 0.00 0.00
FAMILY
EFF-G 1 BR-G 2 BR-G 3 BR-G 4 BR-G 2 BR-TH 3 BR-TH 4 BR-TH
AVG UNIT SIZE 0 718 960 0 0 0 0 0
NUMBER OF UNITS 0 40 8 0 0 0 0 0
COST PER UNIT POINTS 0.00 2.71 0.19 0.00 0.00 0.00 0.00 0.00
CREDIT PER UNIT POINTS 0.00 37.49 6.83 0.00 0.00 0.00 0.00 0.00
2009
TAB A
(Documentation of Development Location)
TAB A.1
(Qualified Census Tract Certification)
TAB A.2
(Revitalization Area Certification)
Location Map
Surveyor’s Certification of Proximity
To Public Transportation
TAB B
(Partnership or Operating Agreement)
PARTNERSHIP AGREEMENT
CERTIFICATE OF LIMITED PARTNERSHIP
GENERAL PARTNER OPERATING AGREEMENT
ORGANIZATIONAL CHART
Wesley Colonial
Village II Limited
Partnership
Mr. Michael W. Graff, Jr. McGuireWoods Vice President, Affiliate Board AR-11
Washington, DC Partner VP, Corporate Affiliate Board
1750 Tysons Boulevard, Suuite 1800 Chair, Legal/Personnel
McLean, VA 22102 Executive
(O) 703-712-5110 Project Strategies
(F) 703-712-5191 Strategic Planning
mgraff@mcguirewoods.com
Members At Large
Karen W. Brown, CRC Brain Injury Services WASI Board (Coppermine I) AL-10
Alexandria, VA 22308 Executive Director Chair, Resident Services
8136 Old Keene Mill Road, Suite B-102 Resource Development
Springfield, VA 22152
(O) 703-451-8881,
703-451-8881 ext. ext 222
(F) 703-451-8820
kbrown@braininjurysvcs.org
Renovating Contractor - By accepting the EarthCraft Multifamily certification, I pledge that this project has been remodeled to
the standards listed on this Worksheet.
Property Owner - I have reviewed the EarthCraft Multifamily measures with the renovating contractor.
VA 4.2009 Page 1
POINTS SCORE DOCUMENTATION
1- HIGH PERFORMANCE BUILDING ENVELOPE AND SYSTEMS
REQUIRED: All projects must meet an Infiltration threshold of .60 ACH to be eligible for
1 Y
certification
2 REQUIRED: All exposed envelope penetrations or gaps must be air sealed Y
1A- AIR TIGHTNESS (must meet threshold of .60 ACH)
1 reduce air infiltration in units by 30% below threshold 10 ? blower door test
2 reduce air infiltration in units by 40% below threshold 20 - blower door test
3 reduce air infiltration in units by 50% below threshold 30 - blower door test
AIR TIGHTNESS SUBTOTAL
1B- IMPROVEMENTS TO EXISTING WINDOWS
1 replace single-paned windows with NFRC low-e double-paned windows (minimum of 75%
12 - window label
of windows must be replaced with U=0.40 and SHGC=0.45 or better )
2 replace single-paned windows with NFRC low-e double-paned windows (minimum of 75%
15 15 window label
of windows must be replaced with U=0.35 and SHGC=0.35 or better )
3 install storm windows on single-paned windows 3 -
4 install low e storm windows 5 -
5 install solar shade screens on clear glazed windows 5 -
6 apply window film to clear glazed windows 4 -
EXISTING WINDOWS SUBTOTAL 15
1C- IMPROVEMENTS TO EXISTING WALLS & NEW INTERIOR WALLS
1 blow insulation into uninsulated walls where wall framing is not exposed (minimum of 75%
15 -
of uninsulated wall area must be insulated to R-13 or better)
2 air seal and insulate all wall cavities to R-13 or better where wall framing is exposed (air
sealing must include plate penetrations, sheathing seams & penetrations, and the gap 10 10
between sheathing and plate)
3 air seal and insulated previously uninsulated band joist between floors to R-13 or
better (sometimes band joist is accessible when demolition removes floors, ceilings, or 5 -
soffits)
4
air seal and insulate previously uninsulated band joist between floors to R-19 or better
8 -
(sometimes band joist is accessible when demolition removes floors, ceilings or soffits)
5 exterior cladding (min 3 sides with 40-year warranty or masonry) 1 -
6 walls covered with builder paper/housewrap (drainage plane) & tape seams 1 -
7 siding with vented rain screen 1 -
8 back-primed siding and trim 1 -
9 install dampers on all existing fireplace flues 2 -
EXISTING WALLS SUBTOTAL 10
1D- IMPROVEMENTS TO EXISTING FLOORS & FOUNDATIONS
1 REQUIRED: seal all floor penetrations - Y
2 seal and insulate floor over unconditioned crawlspace or basement with R-19 batt
insulation (air sealing must include all plumbing, electrical, and HVAC penetrations plus 7 7.00
any chases)
3 seal and insulate floor over unconditioned crawlspace or basement with R-19 spray-
copy of insulation
applied insulation (air sealing must include all plumbing, electrical, and HVAC 15 -
certificate
penetrations plus any chases)
4
air seal crawlspace walls or basement walls and insulate to R-10 continuous/R-13 cavity or
better (air sealing must include gaps and penetrations in the band joist, crawlspace vents, 20 -
and penetrations through walls) - 100% sealed vapor barrier on ground required
5 improve existing roof gutters to discharge water 5 feet away from foundation 3 3
6 install new foundation drain system 5 -
7 install vapor barrier on floor of crawlspace: 6 MIL minimum, 100% coverage with perimeter,
4 4
seams and all penetrations sealed
EXISTING FLOORS & FOUNDATIONS SUBTOTAL 14
VA 4.2009 Page 2
POINTS SCORE DOCUMENTATION
1E- IMPROVEMENTS TO EXISTING ATTICS
1 REQUIRED: cap, seal and insulate all chases - Y
2 for attics with R-15 or less existing insulation: air seal all attic pentrations and insulate to R-
copy of insulation
30 (air sealing must include all plumbing electrical, and HVAC penetrations plus any 10 10
certificate
chases)
3 for attics with R-15 or less existing insulation: air seal all attic pentrations and insulate to R-
copy of insulation
38 (air sealing must include all plumbing electrical, and HVAC penetrations plus any 14 -
certificate
chases)
4 for attics with R-15 to R-30 existing insulation: air seal all attic pentrations and insulate to R-
copy of insulation
38 (air sealing must include all plumbing electrical, and HVAC penetrations plus any 8 -
certificate
chases)
5
for attics with R-15 or less existing insulation and seal all attic vents and insulate the copy of insulation
20 -
roofline of house with spray-applied insulation, turning the attic into semi-conditioned space certificate
6
for attics with R-15 to R-30 existing insulation and seal all attic vents and insulate the copy of insulation
12 -
roofline of house with spray-applied insulation, turning the attic into semi-conditioned space certificate
7 install radiant barrier in attic 4 -
8 sheath, air seal, and insulate attic kneewalls to R-19 3 -
9 seal and insulate all attic access openings with in conditioned space 3 3
EXISTING ATTICS SUBTOTAL 13
1F- IMPROVEMENTS TO, OR REPLACEMENTS OF, EXISTING HVAC SYSTEMS
1 REQUIRED: All replacement air handlers & duct work sealed with mastic - Y
2 REQUIRED: No electric resistance heat as primary*** - Y
3 REQUIRED: All systems not being replaced must be serviced and refrigerant
- Y documentation
charged within 12 months of construction (prior to certification)
4
- Y Manual J
REQUIRED: Maximum oversizing of new cooling equipment 15% of Manual J (all)
5
- Y Manual J
REQUIRED: Maximum oversizing of new heating equipment 25% of Manual J (all)
6 REQUIRED: All returns ducted to dedicated return grill - -
7 REQUIRED: All new forced air distribution systems <10% air flow capacity Y
8 REQUIRED: 8.2 HSPF/ 11.5 EER/ 13 SEER - Y
9 replace furnace (AFUE less than 75) with a new 90+ AFUE furnace/ 8.5 HSPF 15 -
10 replace furnace (AFUE 75-85) with a new 90+ AFUE furnace/ 8.5 HSPF 10 -
11 replace air conditioner (SEER less than 8) with a new 14 SEER unit 12 -
12 replace air conditioner (SEER 8-11) with a new 14 SEER unit 10 10
13 replace air conditioner (SEER less than 8) with a new 15 SEER unit 15 -
14 replace air conditioner (SEER 8-11) with a new 15 SEER unit 12 -
15 replace air handler with variable speed blower 8 -
16 for systems with >20% leakage: reduce duct leakage by 50% 10 ? duct blaster test
17 reduce duct leakage below 10% 10 - duct blaster test
18 remove panned returns in duct systems and replace with actual ducts 5 -
19 replace existing duct system with new rigid trunk and takeoff system 5 -
20 retain existing rigid trunk & replace takeoff system 3 -
21 add R-8 to previously uninsulated ducts 3 -
22 insulate already insulated duct work to R-8 2 -
23 provide return pathways for all supply air 3 -
24 airflow for each duct run measured and balanced 3 3 submit w/ worksheet
EXISTING HVAC SYSTEMS SUBTOTAL 13
HIGH PERFORMANCE BUILDING TOTAL 65
VA 4.2009 Page 3
POINTS SCORE DOCUMENTATION
2- VENTILATION
1 REQUIRED: No unvented combustion fireplaces or space heaters are permitted as part of
Y
project.
2 REQUIRED: All ducts protected until flooring's completed. Y
3 install carbon monoxide detectors (one per unit required) 4 -
4 install radon/soil gas vent system 3 -
5 install low noise (< 2.0 sones) ENERGY STAR bath fans in additions 2 - product literature
6 install low noise (< 2.0 sones) ENERGY STAR bath fans in pre-existing unit 2 2 product literature
7 install new automatic tub/shower room fan controls (e.g. timer) 1 1
8 install new kitchen range hood or downdraft vented to exterior 3 -
9 install new ceiling fans (minimum of 2 fans/unit) 1 -
10 install new whole unit fan 2 -
11 install new controlled house ventilation (<0.35 ACH) 4 -
12 install new dehumidification system (in addition to condensing coil) 5 -
13 create new vented storage room 1 -
14 create water heater combustion closet or install power vented unit 6 -
15 remove power roof vents 1 -
16 new filter/air cleaner MERV 8 or greater 2 2 product literature
17 ducts protected until construction is completed 2 2
18 remove all existing unvented fireplaces and space heaters 3 - product literature
19 install rigid metal ductwork for all new bath exhaust fans 1 1
VENTILATION TOTAL 8
3- WATER - INDOOR
1 REQUIRED: All new fixtures must meet National Energy Policy Act standards for low flow. Y
2 install water filter (NSF certified) 1 1 product literature
3 install high efficiency clothes washer (in unit) 2 - product label
4 replace all existing showerheads with max 1.75 gal/min showerheads 6 6 product literature
5 replace all existing showerheads with max 2.25 gal/min showerheads 4 - product literature
6 replace all existing toilets with max 1.30 gal/flush or dual flush toilets 6 6 product literature
7 replace all existing toilets with max 1.45 gal/flush toilets 4 - product literature
8 install hot water demand re-circulation system 2 -
9 install water heater jacket on water heater 1 -
10 install water heater pipe insulation on first two feet of pipe 1 -
11 install solar domestic water heating 8 -
12 install tankless gas water heating system 8 -
13 install heat pump water heater (De-Superheater) 4 -
14 install high efficiency water heater (exceed min EF: gas 0.62, electric 0.93) 6 6 energy guide label
WATER - INDOOR TOTAL 19
4- FIXTURES & FINISHES
1 install ICAT rated recessed integrated ballasts and CFL bulbs 5 5
2 replace minimum 50% of incandescent interior lights located in high use areas (kitchen,
3 3
main living areas, foyer,hall, bath) with ENERGY STAR fixtures product literature
3 replace 100% of incandescent interior lights with ENERGY STAR fixtures (including ceiling
6 -
fans and ventilation fans)
4 replace 100% bulbs of incandescent interior lights with compact fluorescent bulbs 2 -
5 install automatic outdoor lighting controls (motion sensors) 2 -
6 install automatic outdoor lighting controls (integral photocells) 2 2
7 install high efficiency exterior lighting 2 2 product literature
8 install ENERGY STAR dishwasher 1 1 product label
9 install ENERGY STAR refrigerator 5 5 product label
10 reclaimed wood flooring 2 2 product literature
11 recycled content tiles (min 30% recycled) 2 2 product literature
12 cork or bamboo flooring 1 -
13 new carpet (min 50% recycled) 2 2 product literature
14 new carpet pad (min 50% recycled) 1 1
15 all new cabinets, shelves, and countertops are urea formaldehyde free 1 1 product literature
16 all new and existing surfaces of particle board sealed 1 1
17 low VOC paints used (less than 150 g/L on 100% of walls) 2 2 product literature
18 low VOC stains and finishes used on wood floors 1 1 product literature
19 new carpet low VOC certified by the Carpet & Rug Institute 2 2 product literature
FIXTURES & FINISHES TOTAL 32
VA 4.2009 Page 4
POINTS SCORE DOCUMENTATION
5- WASTE MANAGEMENT
1 REQUIRED: No construction materials shall be burned or buried on job site or anywhere but in
Y
a state-approved landfill.
5A- RECYCLE CONSTRUCTION WASTE
1 divert 75% beverage containers from work crews 1 1
2 divert 75% cardboard from new fixtures & appliances 1 1
3 divert 75% metal (copper piping, wires, or sheet metal) 2 2
4 divert 75% wood (grind and use as mulch) 3 -
5 divert 75% drywall (installers can grind, or remove and recycle) 3 3
6 divert 75% carpet (new carpet installers can recycle old carpet) 2 2
RECYCLE CONSTRUCTION WASTE SUBTOTAL 9
5B- SALVAGE FOR REUSE (On or off jobsite)
appliances (refrigerators, and/or dish washers, and/or stoves: min. 50%) 3 - if off site, letter
cabinets, millwork, or trim (min of 50%) 2 - if off site, letter
wood floors 3 3 if off site, letter
doors (minimum of 2 doors/unit) 2 2 if off site, letter
bathtubs or sinks (min of 50%) 2 - if off site, letter
reuse 100% of bathtubs or sinks 2 -
SALVAGE FOR REUSE SUBTOTAL 5
WASTE MANAGEMENT TOTAL 14
6- LANDSCAPING/SITE MANAGEMENT PRACTICES
1 soil tested and amended 4 4 test results
2 native and drought tolerant plants installed (min of 85%) 4 4 species list
3 no irrigation 2 2
4 install drip irrigation system 2 -
5 install greywater irrigation 5 -
6 new outdoor decking and porches (min 40% recycled) 2 -
7 install rainwater harvest system 3 -
8 erosion control site plan 2 2 site plan
9 regrade land to slope away from building 2 2
10 use of redundant mulch, compost, or straw bales for erosion control 3 -
11 individual trees fenced at drip line (1 point per tree, max 5 trees) 1 per tree 5
LANDSCAPING/SITE MANAGEMENT TOTAL 19
7- HOMEOWNER & CONTRACTOR EDUCATION
1 lead paint test performed 2 2 copy of results
2 asbestos test performed 2 2 copy of results
3 perform radon test and provide results to homeowner/leasee 2 2 copy of results
4 provide energy operations orientation and binder to homeowner/leasee 1 1 copy of binder
5 install built-in recycling center 2 -
6 contractor has Certified Land Disturber on site/staff 2 - certificate
HOMEOWNER & CONTRACTOR EDUCATION TOTAL 7
VA 4.2009 Page 5
POINTS SCORE DOCUMENTATION
8- BONUS POINTS
1 site located within 1/2 mile of mass transit 3 3
2 sidewalk connects project to business district (max 2 miles) 2 2
3 street trees--minimum interval 40 ft. 3 -
4 solar electric system providing 10% of project requirements 25 -
5 alternative fuel vehicles: electric charging station or natural gas pump 4 -
6 alternative transportation accommodation: bike racks, covered bus stop, etc. 4 -
7 dedicated pedestrian and bicycle access to surrounding sites 3 -
8 housing affordability -- 5% 1 -
9 housing affordability --10% 2 2
10 average density greater than 15 units per acre 3 3
11 centralized community recycling center 5 5
12 community garden areas 3 -
13 universal design incorporated in minimum 80% of units 5 -
14 handicapped visitability at least 150% of minimum unit number required by code 3 -
15 exterior lighting designed to reduce light pollution 4 4 lighting plan
16 proximity to Regional Bike Path -- Existing 1 -
17 proximity to Regional Bike Path -- Planned 1 -
18 common areas use alternative energy (solar pool heater or solar lighting) 5 -
19 exceeds ENERGY STAR or 30% goal (1 point for each 5%) -
20 Innovation points - Builder submits specifications for innovative products or design features
-
to qualify for additional points
BONUS POINTS TOTAL 19
EARTHCRAFT HOUSE TOTALS
HIGH PERFORMANCE BUILDING 65
VENTILATION 8
INDOOR WATER 19
FIXTURES & FINISHES 32
WASTE MANAGEMENT 14
LANDSCAPING/SITE MANAGEMENT 19
HOMEOWNER & CONTRACTOR EDUCATION 7
BONUS POINTS 19
GRAND TOTAL 183
Points Required
100 renovations that do not add conditioned space or alter floor plans
120 renovations that alter floot plans of add conditioned space
VA 4.2009 Page 6
ARCHITECT’S LEED CERTIFICATION
TAB G
(Relocation Assistance Plan)
Relocation Assistance Plan
COLONIAL VILLAGE II APARTMENTS
RELOCATION PLAN
Effective May 1, 2009, the following guidelines explain the provision of assistance to
existing tenants of Colonial Village II Apartments (Colonial Village), located at 2101 – 2115 N.
18th Street, Arlington, Virginia, who will be forced to relocate because of changes in the use or
condition of their rental units following the sale of the property by Troy Street, LLC to Wesley
Colonial Village II Limited Partnership (the Owner).
I. Applicability
This Relocation Plan (the Plan) meets requirements by the Virginia Housing
Development Authority (VHDA) for qualification in the Low Income Housing Tax Credit
(LIHTC) Program. These guidelines will be incorporated by reference in and enforced by the
Contract to Enforce Representations Regarding Low-Income Housing Tax Credit Development
should the project qualify for a reservation of credits.
The Plan applies to residents of Colonial Village who will be required to move as a
result of the rehabilitation completed through the LIHTC program as well as any residents who
may be required to move as a result of income or rent qualification issues related to the LIHTC
program.
II. Summary
In the situations specified above, the Owner will undertake the following:
1) Relocation payments
2) Relocation assistance
3) 120-day vacate notice
4) Full communication of plans
The Owner will provide relocation payments to all households receiving notice to
vacate Colonial Village as a result of either the purchase, the renovation, or non-qualification in
the LIHTC program. (See item V. for Temporary Relocation.) The payments are intended to
assist with moving expenses and the additional costs of relocation. Relocation payments for
unfurnished dwelling units will be in accordance with the current moving expense schedule for
Virginia under the Uniform Relocation Act. The payments currently specified by the Act are as
follows:
1 | P a g e
Occupant Owns Furniture
Occupant does not
Number of Rooms of Furniture own furniture
Add'l
1 2 3 4 5 6 7 8 1 room/ room no
room rooms rooms rooms rooms rooms rooms rooms no furn. furn.
Add'l
$550 $750 $950 $1150 $1350 $1550 $1750 $1950 room $350 $75
For a Colonial Village leaseholder whose gross income is less than 50% of the
Applicable Area Median Gross Income (AMGI) adjusted for household size, the Owner will
provide a relocation payment of twice the amount listed above.
The Owner will make half of the relocation payment when a tenant gives a definite move
out date, the remainder will be paid when the tenant permanently vacates.
• Expediting return of security deposits minus any damages, late fees, or unpaid
rent
• Giving attention to the special problems of timing moves for families with
school age children
Relocation assistance and services will be made available to tenants not only
during regular business hours but during some evenings and some weekends to accommodate
residents who would otherwise have to miss work. The Owner will provide residents written
materials and/or translation services in their native languages, whenever possible if necessary.
With the receipt of funding through the LIHTC program, the Owner will proceed with
rehabilitation of Colonial Village. Financial and technical assistance will be offered to all
residents. If any rehabilitation activities require temporary relocation of existing residents, the
Owner will provide appropriate temporary accommodations. If a resident qualifying for a
renovated unit must move their possessions temporarily from their unit during renovation work,
2 | P a g e
the Owner will provide assistance for two moves. Assistance may be either a payment to
reimburse the actual cost of the move and utility transfers or moving services provided by the
Owner and a payment to cover the cost of utility transfers. Residents are expected to provide
documentation of their expenses. Payment for only one move is required if the tenant elects in
writing to move to a renovated unit and not return to his or her original unit.
For the proposed rehabilitation of Colonial Village, the Owner anticipates that a small
number of existing residents will have to move temporarily to another local property controlled
by the Developer. Every effort will be made to minimize resident inconvenience.
The Owner will provide a 120-day vacate notice for all units required by rehabilitation to
be vacated, in accordance with Federal, State and Local law.
The Owner will inform Colonial Village residents of the renovation and relocation plans
as soon as possible, and to arrange for interpreters whenever possible to help non-English
speaking persons understand what the Owner intends to do with the property. The owner will
make every effort to maintain open communication with residents about plans for the project on
an ongoing basis to minimize misunderstandings.
The Owner will submit this Relocation Plan to VHDA and to all residents. The Plan
attempts to be as complete as possible, and will be updated as changes are made.
3 | P a g e
IX. Scope of Work
Currently, the scope of work may include, but is not limited to, the following:
1. Window Replacement
2. Door Replacement
3. Wall Replacement/Repair
4. Replace Kitchen Cabinets and Appliances
5. Replace HVAC split systems
6. Bathroom Replacement
7. Roof Replacement
8. Plumbing Replacement
9. Electrical Replacement
Under funding through the LIHTC program, the Owner will require all residents to
qualify for LIHTC program restrictions. The Owner intends to fully communicate any changes
to the rental policies residents as they occur.
The Owner will maintain files which can, if required by VHDA, document compliance
with this Relocation Plan. These files will include, but not limited to copies of relocation plans,
notices, canceled checks, and other items providing evidence of compliance with the VHDA
requirements.
4 | P a g e
TAB H
(PHA/Section 8 Notification Letter)
PHA or Section 8 Notification Letter
I would like to take this opportunity to notify you of a proposed affordable housing
development to be completed in your jurisdiction. We are in the process of applying for
federal low-income housing tax credits from the Virginia Housing Development Authority
(VHDA). We expect to make a representation in that application that we will give
leasing preference to households on the local PHA or Section 8 waiting list. Units are
expected to be completed and available for occupancy
beginning March 2011 .
Development Address:
2101, 2103, 2105, 2107, 2109, 2113, and 2115 North 18th Street
Arlington, VA 22201
Proposed Improvements:
Proposed Rents:
Efficiencies: $ / month
1 Bedroom Units: $ 1,080 / month
2 Bedroom Units: $ 1,288 / month
3 Bedroom Units: $ / month
4 Bedroom Units: $ / month
TAB I
(Local CEO Letter)
VHDA Locality Notification Information Form
From: TaxCreditApps
To: Kamilah McAfee;
Subject: Email received
Date: Wednesday, March 25, 2009 4:46:04 PM
Kamilah McAfee
Director of Real Estate Development
Wesley Housing Development Corporation
5515 Cherokee Ave., Suite 200
Alexandria, VA 22312
Phone: 703.642.3830 ext. 220
Cell: 571.220.6526
Fax: 703.941.1724
E-mail: kmcafee@whdc.org
Website: www.wesleyhousing.org
PART I - INSTRUCTIONS:
Section 42 (m)(1)(A)(ii) of the Internal Revenue Code requires allocating agencies to notify "the Chief
Executive Officer (CEO) or equivalent of the local jurisdiction within which the building is located and
provide such individual a reasonable opportunity to comment on the development." VHDA uses information
you provide in this form to comply with this requirement. If your development overlaps two or more
jurisdictions, you are required to submit this form for each.
New in 2009!
In addition to contacting the Locality CEO, VHDA will also be contacting the Mayor or Chairman of the
Board of Supervisors. It is probable that each position will have a separate mailing address.
Although VHDA prepares the documents sent to each locality, we rely on you, the developer/Applicant, to
provide us with key information, including the name of the locality having jurisdiction over the development,
names, addresses and salutations, as well as a summary of basic development information.
If you already have a local support letter, you can include it with the application at TAB I. However, you must
still complete this form and submit it to VHDA or the application for this development will be penalized 50
points!
For information about additional points associated with receiving a Support Letter from the local jurisdiction,
please refer to the Application Manual.
Developers seeking tax-exempt bond 4% credits or Non-Competitive 9% credits, should submit this form at
least 30 days prior to submission of the tax credit application.
50-Point Penalty:
Failure to complete and submit this form prior to 5:00 p.m. EST time on March 25, 2009 will result in a 50-point
penalty (-50 points) for any application submitted in connection with the 2009 competitive tax credits.
If you use this e-mail option, you will receive an auto reply message confirming "message received." The
system DOES NOT confirm that an attachment has been received.
via regular mail (on CD) to:
VHDA
Tax Credit Allocation Department
c/o Debbie Griner
601 S. Belvidere Street
Richmond, VA 23220-6500
Name of CEO:
Ron Carlee
First Name Middle Initial Last Name
This is the full name of the City Manager, Town Manager, County Administrator, Chief
Administrative Officer, Executive Officer, etc.
This zip code must correspond to the P.O. Box or street address that you are using. Note: Zip
codes for P.O. boxes are usually different from the zip codes for the street addresses.
Salutation: Mr.
e.g. "The Honorable", "Mr.", "Mrs.", "Ms.", "Rev.", etc.
Name:
Barbara A Favola
First Name Middle Initial Last Name
C. Jurisdiction Detail
Circuit Court Clerk's office in which the deed to the property is or will be recorded: Arlington County
City/County of
Does the site overlap one or more jurisdictional boundaries? Yes No If yes, add the names of
the other jurisdiction(s) here:
City/County of City/County of
Development is located in a Metropolitan Statistical Area (MSA)? Yes No
Development's Census Tract: 1016.00
Census Tract Number
Is this a Qualified Census Tract? Yes No
Is the development located in a Difficult Development Area? Yes No
Is the development located in a revitalization area? Yes No
1. Units:
Number of low-income units 48 # bedrooms 56
% Low-Income Units 100%
Number of new units # bedrooms
Number of adaptive reuse units # bedrooms
Number of rehabilitation units 48 # bedrooms 56
Total number of all units 48 Total # bedrooms 56
2. Floor Area:
Gross Residential Floor Area 33880
Commercial Floor Area 0
Low-Income Floor Area 33880
% Low-Income Unit Floor Area 100%
3. Number/Age of Buildings
Number of Buildings 7
Age of Building(s) 72 Number of stories: 2-3
5. Building Systems:
Describe Heating/AC System: Heat Pump
A. Owner Information
Owner Name: TBD Phone: 703-642-3830 ext. 220
Best Person to Contact: Kamilah McAfee
Street Address: 5515 Cherokee Ave., Suite 200
City, State & Zip: Alexandria VA 22312
City State Zip
5. If an Individual (owner or otherwise) - anyone having a 25% or more ownership interest of the named individual
6. If Any Person that Directly or Indirectly Controls or Has the Power to Control a Principal
Names Phone Type of Ownership % Ownership
Wesley Housing Development Corp. 703-642-3830 Limited Partner 99.99%
TBD General Partner 0.01%
B. Seller Information:
Seller Name: Troy Street, L.L.C.
Seller Phone: 703-642-3830 ext. 220
Street Address: 5515 Cherokee Ave., Suite 200
City, State & Zip: Alexandria VA 22312
City State Zip
Is there an identity of interest between the seller and owner/applicant? Yes No If yes, complete
the following:
Name
Street Address
City, State & Zip:
City State Zip
Building elevation view along 18th St. looking West Building elevation view along 18th St. looking East
Existing slate roof tiles will be maintained Existing trim will be restored and coping
and repaired. Non-original aluminum will be replaced to maintain historic nature
coping will be replaced with new copper of the project.
coping.
Typical stair hall. Typical stair with slate treads and risers.
Windows will be replaced throughout Existing trim window trim will be replaced
with insulated Low-E glazed vinyl with new trim to match existing.
window units consistent with the
historic context.
Typical Unit interior Door Hardware: Typical Unit Entry Door Hardware:
Door hardware will be cleaned and maintained Door hardware will be replaced
where in good or fair condition.
Plaster in poor condition will be All locations of mold will be abated and
removed complete, water damage will walls will be repaired with gypsum wall
be repaired and walls will be repaired board and ceramic tile over cementitious tile
with gypsum wall board. backer board.
9/1/2008
ANNUALIZED APPROVED
Budget FY 2009 AUDITED AS OF BUDGET
2,002 2003 2004 2005 2006 2007 8/31/2008 2009
RENTAL INCOME
Gross Potential - Residents (Based on
3/31 Tenant Master Report) 457,065 476,529 482,351 507,119 538,896 572,753 588,772 618,211
Gross Potential - Subsidy (Based on 3/31
Tenant Master Report) 5,290 8,824 8,753 8,748 7,515 0 25,775 27,064
Gross Potential Income (GPI) 462,355 485,353 491,104 515,867 546,411 572,753 614,548 645,275
VACANCIES
Apartment Vacancies - 4% of GPI (10,087) (11,385) (29,857) (12,934) (20,703) (28,037) (21,308) (22,585)
Hardship Concession (4,263) (4,967) (4,145) (4,814) (3,447) 0 (3,180) (3,200)
(14,350) (16,352) (34,002) (17,748) (24,149) (28,037) (24,487) (25,785)
FINANCIAL REVENUE
Interest - Money Market - Opr 10
10 0 0 0 0 0 0 0
OTHER REVENUE
Laundry Income 3,744 9,522 5,077 5,519 5,404 0 5,873 5,778
Charges - Tenant 41 44 46 317 1,154 0 1,897 1,778
Other Misc Income 59 372 2,947 2,042 578 8,932 356 296
3,845 9,939 8,070 7,878 7,137 8,932 8,126 7,852
TOTAL INCOME 451,860 478,940 465,172 505,997 529,398 553,647 598,186 627,342
TOTAL PER UNIT 9,414 9,978 9,691 10,542 11,029 11,534 12,462 13,070
ADMINISTRATIVE EXPENSES
Salaries 48,564
Site Manager 7,441 6,577 6,998 8,649 9,849 0 16,151 10,938
Asst. Site Manager 4,065 5,157 5,274 7,548 8,055 0 0 10,045
Management Fee 26,932 27,736 23,634 20,152 21,178 22,367 20,771 37,765
Leased Office Equipment - Note 1 1,438 1,550 1,695 1,450 1,591 0 1,040 0
Equipment 0 0 0 0 0 0 904 0
Legal 183 927 565 134 467 2,490 0 148
Audit 1,630 1,630 1,630 1,630 1,778 0 2,074 2,370
Computer Expenses - Note 2 3,424 2,658 1,942 2,228 3,268 0 2,642 2,637
Admin. office exp. 132 271 366 220 2,713 7,828 766 770
Training & travel 257 772 631 1,185 994 0 1,604 800
Telephone 2,699 3,193 3,306 3,451 2,786 3,124 3,160 3,170
48,202 50,470 46,041 46,647 52,681 84,374 49,112 68,644
TOTAL PER UNIT 1,004 1,051 959 972 1,098 1,758 1,023 1,430
UTILITIES
Gas 24,090 34,651 14,404 14,684 19,377 0 21,380 22,449
Utilities 0 0 0 0 0 41,749 0 0
Electric House Meter 3,305
3 305 2,743
2 743 2,668
2 668 2,927
2 927 2,918
2 918 0 3,388
3 388 3,558
3 558
Water & Sewer 11,175 12,634 13,157 16,317 20,751 0 18,525 19,452
38,570 50,027 30,228 33,928 43,047 41,749 43,294 45,458
TOTAL PER UNIT 804 1,042 630 707 897 870 902 947
CONTRACTS
Exterminating Contract 569 697 583 356 362 0 1,464 1,538
Janitorial Contracts 12,423 13,776 13,776 13,948 14,041 15,811 16,569 17,398
Landscaping Contracts 8,085 7,680 7,833 8,941 6,836 12,526 11,832 12,423
Trash Removal Contracts 5,633 5,693 5,730 6,327 7,039 8,487 7,902 8,297
Snow Removal Contracts 83 378 255 766 212 0 143 237
26,793 28,224 28,177 30,337 28,491 36,824 37,911 39,893
TOTAL PER UNIT 558 588 587 632 594 767 790 831
EMPLOYEE BENEFITS
Medical Insurance 3,490 4,186 6,441 7,636 4,916 4,988 9,544 9,783
Payroll Taxes 2,396 2,410 2,615 2,898 3,089 4,144 3,454 3,540
Workers Compensation 855 835 831 1,462 1,615 1,432 1,539 1,541
6,741 7,430 9,888 11,996 9,621 10,564 14,537 14,863
TOTAL PER UNIT 140 155 206 250 200 220 303 310
Total Expenses (before DS) 193,080 214,534 216,281 227,474 256,546 267,200 255,544 281,558
TOTAL PER UNIT 4,022 4,469 4,506 4,739 5,345 5,567 5,324 5,866
NOI (before DS) 258,780 264,406 248,892 278,522 272,852 286,447 342,643 345,784
TOTAL PER UNIT 5,391 5,508 5,185 5,803 5,684 5,968 7,138 7,204
TAB S
(Documentation of Project Budget)
EXECUTED TRADE PAYMENT BREAKDOWN
COLONIAL VILLAGE APARTMENTS
Scope Element Comments Base Price Options Quantity Unit
B. BONDS
1. Allow 1.75% for payment and performance bonds for General Monarc bond rate 1.5% $ 55,751 0.0175
Contractor and Sub-contractors.
C. BUILDING PERMIT
1. Building permit allowance by owner 0.009
E. PEST CONTROL
1. Practice "Integrated Pest Management" - fill all exterior penetrations Required for Green Communities by owner 48 Units
with copper mesh, seal penetrations between units.
A. SITE UTILITIES
1. Television inspect and hydro jet route all on-site sanitary lines $ 5,250 1 Bldgs
2. Television inspect and hydro jet route all on-site storm lines $ 4,800 1 Bldgs
3. Miscellaneous repair allowance for on-site storm and sanitary $ 10,000 1 Bldgs
5. Option to upgrade water connection to buildings for new sprinkler $ 25,000 1 Bldgs
system
4. Provide new sidewalk/ramp for disabled accessible access Currently there are no disabled accessible $ 10,000 2 Ramps
apartment unit on site and 9 units would
need to reconfigured to meet the 5%
requirement
5. Provide ramp for disabled accessible access to existing Currently there are no disabled accessible $ 5,000 1 Ramps
Management/leasing office route to existing Leasing office. New ramp
or exterior lift is require to provide
disabled access to leasing
1. Repair, seal, and restripe existing parking lots. Assumed 100 parking spaces. Need to $ 4,900 56 Spaces
verify with owner.
4. Provide tree protection for all existing trees. Do not disturb existing $ 1,200 1 LS
trees.
F. FENCING
1. Replace existing chain link fence around the rear perimeter of 18th St. No fence along front of property. Site not $ 6,300 1 LS
property secure.
2. Repair allowance for existing fence and gates at Troy St. site. Fence in 3 locations between buildings. $ 1,500 1 LS
Remove rust, replace damaged sections of fence and paint.
H. SITE AMENITIES
1. Option to provide tot lot Allowable by Historic? $ 20,000 1 Ea
I. SITE SIGNAGE
1. Improve site signage/project identity structures at both vehicular $ 2,500 2 Ea
entrances
2. Option for improved site signage for identity of Management office Management Office is buried in interior $ 800 1 LS
backside of the site and is not easy to find
J. ELECTRIC UPGRADE
1. Dominion fee to provide electrical power upgrade $ 10,000 1 Bldgs
2. Option to provide new concrete slab floor at new apartment units to be $ 12,300 2 Units
excavated or reclaimed from utility space.
DIVISION IV - MASONRY
A. MASONRY REPAIRS & CONSTRUCTION
1. Masonry repair allowance $ 5,000 1 Bldgs
3. Provide masonry openings for new scupper and overflow drains $ 5,000 1 Bldgs
Subtotal Division IV $ 19,400
DIVISION V - METALS
A. STAIR AND GUARD RAILS
1. Repair, augment ,sand and repaint existing stair rails & landing guard $ 3,500 7 Entry
rail.
2. Repair, augment, sand and repaint existing building entrance $ 1,400 7 Entry
handrails
4. Clean & minor repair of existing slate treads, riser, and wall base $ 4,400 7 Entry
DIVISION VI - CARPENTRY
A. BASE AND TRIM
1. Minor repairs to existing wood base, door and window trim and crown $ 12,000 48 Units
moulding not being removed for related construction.
2. Replace or provide crown moulding where installing new bulkheads. $ 3,500 19 Units
B. DEMOLITION
1. Miscellaneous demolition related to the work Includes bathroom wall, kitchens where $ 61,520 48 Units
necessary, and other miscellaneous
interior demolition.
2. Excavation and demolition for new units Base excavation and demolition costs. $ 18,000 4 Units
Refer to allowance below for possible
shoring expense. Excavation only
required for 4 units.
1. Laundry Room improvement allowance 1 Locations (SF are approximate) $ 3,800 444 SF
includes minor cleaning, repaint and new
PVC free ???
2. Maintenance Office/Storage improvement allowance 1 Locations (SF are approximate) $ 2,000 180 SF
includes cleaning repaint.
3. Option to add Community space improvement allowance including Next Phase excluded - SF
renovating existing community/play area
excluded
4. Renovate and improve existing leasing office. Next Phase - SF
E. FRAMING REPAIRS
1. Miscellaneous framing repairs $ 43,200 48 Units
2. Remove existing plaster at interior surface of exterior walls. Provide included in 48 Units
new demo &
drywall
F. FAÇADE IMPROVEMENTS
1. Remove and replace existing decorative entry feature with similar $ 17,500 7 Entry
entry feature
2. Remove existing roof and replace with single-ply TPO roof $ 142,700 12,148 SF
membrane.
3. Option to provide repair allowance for existing membrane roof. $ 24,300 12,148 SF
B. TRIMS
1. Provide new fypon trim at percentage of buildings $ 3,800 4 Bldgs
C. INSULATION
1. Remove existing attic insulation. Provide new R-38 batt roof $ 32,400 36,000 SF
insulation.
2. Provide new 3-1/2" faced batt insulation at exterior walls. $ 31,400 37,037 SF
D. VENTILATION
1. Provide improved attic ventilation - Seal existing brick vents and $ 3,500 1 Bldgs
provide attic vents through roof.
2. Provide new scupper, downspout and overflow opening at existing flat $ 12,800 4 Bldgs
roofs.
3. Provide new copper coping throughout. If we are providing re-roofing, recommend $ 33,440 4,180 LF
provide new coping.
F. DEWATERING / WATERPROOFING
1. Provide water proofing allowance for potential moisture problem at $ 4,800 1 LS
building's below grade areas.
2. Provide waterproofing at areas below grade that are renovated into $ 2,800 8 Units
new apartment units.
1. Removal and replacement of deteriorated existing exterior caulking. Low VOC $ 7,000 48 Units
2. Remove and replace all existing interior caulking. Low VOC $ 7,000 48 Units
2. Replace existing single panel aluminum window with new ALUMINUM $ 122,976 48 Units
insulated sliding window with low "E" glazing.
B. DOORS
1. Replace a percentage of the existing embossed metal apartment unit Replace doors with pre-hung rated metal $ 9,500 10 EA
entry doors and frames including hardware, residential closer, knocker entry door. 20% replacement
and peeper.
3. Replace small percentage of existing interior wood swing doors and Reuse existing hardware if possible. If not $ 3,500 10 EA
hardware possible hardware to match existing.
4. Miscellaneous repairs to existing wood interior door frames Assumes maintaining original hardware $ 1,750 10 EA
for all doors other than replaced doors.
6. Provide new pre-hung wood door at new mechanical closet. Includes $ 23,040 48 Units
hardware and assumes hollow core 6 panel door.
7. Replace building entrance doors with similar building entrance doors $ 25,300 22 Units
8. Replace public space door with new hollow metal doors, frames and $ 57,000 60 doors
hardware
DIVISION IX - FINISHES
A. DRYWALL/PLASTER
1. Miscellaneous lamination of damaged plaster surfaces with new 1/4" Plaster appears to be in generally poor $ 127,660 48 Units
drywall within the units. Provide 1/2" recess trim around all existing wood condition
trim.
2. Provide new drywall over new framing at interior face of existing $ 151,560 48 Units
building perimeter wall.
3. Provide lamination of existing plaster ceilings (includes removal of 12" $ 45,330 3,555 SF
x 12" tile) with 1/2" drywall.
4. Option to repair existing plaster walls where damage is not extensive. $ 21,600 48 Units
B. WOOD FLOORING
1. Refinish wood parquet floor, throughout. In varying degrees of repair. $ 82,500 48 Units
C. CARPET
Provide carpet and pad in bedrooms rather than refinishing wood floor. Provide GreenGuard certified carpet. $ 57,600 48 Units
D. RESILIENT FLOORING
1. Provide new PVC free resilient flooring in bathrooms $ 13,800 48 Units
2. Provide new PVC free resilient flooring over luan all kitchens $ 24,000 48 Units
E. CERAMIC TILE
1. Where possible, repair and maintain existing ceramic tile floor in 40% $ 9,800 19 Units
percentage of bathrooms.
2. Remove existing ceramic tile tub surround and provide new $ 40,400 48 Units
cementitious backup with new ceramic tile
1. Provide recycled tire walk-off mat at each building main entrance $ 1,225 7 Entry
F. PAINTING
1. Paint entire unit with Low-VOC paint $ 63,050 48 Units
DIVISION X - SPECIALTIES
A. TOILET ACCESSORIES
1. Provide new mirror/medicine cabinet, soap dish, toothbrush holder, $ 12,900 48 Units
towel bars, and toilet paper holder for all units
B. SIGNS
1. Provide new building numbers at end of each building for improved Signage to be sensitive to historic identity. $ 1,925 1 Bldgs
Fire Department identity
2. Provide new unit entry numbers $ 2,010 48 Units
C. POSTAL BOXES
1. Replace mailboxes at each apartment entry hall. Existing mailboxes are in fair condition. $ 3,063 7 Entry
D. FIRE EXTINGUISHERS
1. Provide new 5 lb. ABC rated fire extinguishers in all units $ 4,320 48 Units
2. Provide new 6 lb. ABC fire rated extinguisher and surface mounted $ 3,955 7 Entry
cabinet in stair tower
DIVISION XI - EQUIPMENT
A. APPLIANCES
1. Provide new 30" electric ranges Option to provide gas cooking - Range $ 22,800 48 Units
costs are similar to base scope.
3. Provide new Energy Star frost free refrigerators in all units $ 30,910 48 Units
4. Provide new Energy Star dishwashers at all units including upgraded $ 19,200 48 Units
plumbing connections
6. New recirculating range hood with light in all unit. $ 2,640 48 Units
7. Provide new kitchen range exhaust with light. Vent through roof. $ 18,580 48 Units
2. Provide new vertical blinds at all unit windows. Vertical blinds last longer and can be $ 23,520 48 Units
repaired
2. Remove existing asbestos materials. Cost indicated is placeholder only. $ 25,000 48 Units
B. FIRE STOPPING
1. Provide new fire stopping between units, at floor, crawlspace and attic $ 20,360 48 Units
penetrations
Subtotal Division XIII $ 70,360
DIVISION XV - MECHANICAL
A. PLUMBING REPAIRS
1. Replace all existing toilets with new 1.6 gpf toilets $ 27,600 48 Units
2. Option to replace all tub faucets and trim with new single lever faucets Provide anti-scald mixing valves. $ 21,600 48 Units
and trim complete
3. Option to replace all existing toilets with new 1.1 gpf toilets (dual flush) $ 32,400 48 Units
4. Replace all tub faucets and trim with new single lever low-flow (1.75 $ 26,400 48 Units
gpf) faucets and trim complete
7. Remove and replace all existing domestic water system lines $ 134,400 48 Units
including all new control valves.
8. Allowance to repair existing domestic water system lines including all $ 25,000 48 Units
new control valves.
9. Remove and replace all existing waste system lines including above $ 54,870 48 Units
ground stack
10. Provide television inspection of existing in building below slab waste $ 3,500 7 Entry
system both before and at completion of construction
11. Provide new domestic water service submeters to all units. $ 46,750 48 Units
12. Allowance for underslab piping repair $ 14,000 7 Bldgs
B. GAS SYSTEM
1. Cap and abandon in place all gas service, and piping. Remove Assumes an all electric system. $ 1,400 7 Entry
meters.
2. Maintain gas service for central hot water heater serving the Laundry $ 1,600 1 Ea
Room only.
3. Option to provide miscellaneous repair to existing gas piping. Assumes gas service will serve hot water, $ 7,000 7 Entry
and cooking. Existing electrical service
will remain in place.
C. HVAC SYSTEM
1. Replace existing electric "pancake" heat pump units with new SEER Include new ground mounted split system $ 228,000 48 Units
14 electric split system heat pumps and condensors. AC compressors at all units.
2. Option to provide upgraded SEER 15 electric split system heat Price difference with 14 SEER unit $ 36,000 48 Units
pumps.
3. Clean out and reuse all existing unit ductwork $ 14,400 48 Units
D. WATER HEATING
1. Provide new high efficiency electric hot water heaters at all units For an all electric building $ 37,680 48 Units
3. Replace existing gas fired central hot water heater with new high- $ 88,800 8 Entry
efficiency gas fired tankless hot water heaters.
E. VENTILATION
1. Provide EnergyStar bathroom exhaust fans with delay switch $ 7,920 48 Units
2. Provide new electronic ignition plug behind all ranges included 48 Units
D. INTERIOR LIGHTING
1. Replace all interior lighting with new Energy Star rated fluorescent $ 12,000 48 Units
lighting existing incandescent apartment fixtures
2. Provide new Energy Star rated fluorescent unit entry lighting $ 4,560 48 Units
E. SMOKE/CO DETECTION
1. Replace all smoke detectors with new interconnected combination $ 19,200 48 Units
smoke/CO detectors including new detector in all bedrooms
G. SITE LIGHTING
1. Miscellaneous upgrade of existing building and pole mounted site Existing site lighting appears to be $ 15,000 1 Bldgs
lighting system at areas that are dark or in shadow from landscaping relatively well distributed
H. SECURITY
1. Upgrade existing office monitored CCTV system in laundry and $ 8,000 1 EA
community room to allow for remote monitoring
2. Provide new access control hardware at each building entrance $ 14,000 4 Entry
I. COMMUNICATIONS
1. Replace cable TV and telephone Systems $ 14,400 48 Units
J. DATA WIRING
1. Provide high speed wireless network serving all units 48 Units
Subtotal $3,455,903
Overhead 2% $ 65,206
Profit 6% $ 195,617
TOTAL $3,716,726
MEMORANDUM
TO: Kamilah McAfee (Wesley Housing Development Corporation)
FROM: Carrie Barton (EHT Traceries, Inc.)
SUBJECT: Colonial Village HPCA Part 2 Preliminary Approval from VDHR
DATE: May 13, 2009
ENCLOSED: HPCA Part 1 Approval and HPCA Part 2 Preliminary Approval Letter
CC: Hsien‐Yuan Chen and Jay Wilson (Wiencek + Associates)
EHT Traceries received a fax from the Virginia Department of Historic Resources providing the following
documentation for the Colonial Village Historic Preservation Certification Application (HPCA):
• HPCA Part 1 approval
• HPCA Part 2 Preliminary Approval Letter
Wesley should receive hard copies of these documents from VDHR within a few days. VDHR has now
forwarded the Part 1 and Part 2 applications to Audrey Tepper at the National Park Service (NPS), and
we should expect feedback from NPS sometime in early July. VDHR worked closely with NPS during this
review process to ensure consistency and agreement between the two reviewers, and we should
anticipate that the feedback we receive in July will be similar to that in the enclosed documents.
The Part 1 and Part 2 applications were reviewed by Elizabeth Tune, Manager of the Office of
Preservation Incentives. Overall, the feedback from VDHR was positive. The buildings have been
determined to be certified historic structures, and the proposed work for the project has been
determined to be consistent with the Secretary of the Interior’s Standards for Rehabilitation.
As with most projects, the Preliminary Approval Letter for the Part 2 application for Colonial Village
includes conditions with which the project must comply. All conditions for Colonial Village are
consistent with Wesley’s intentions for the project and should not interfere with the proposed scope.
Please see the attached table for EHT Traceries’ responses and action items for each condition.
Please note that the Preliminary Approval Letter is the official response to the Part 2 application. Final
approval is not granted until work is complete. At that time, EHT Traceries will submit a Part 3
application, which includes photographic documentation to show that all work completed is in
compliance with the work proposed and approved in the Part 2 application, with any subsequent
amendments, and with the conditions included in the enclosed Preliminary Approval Letter.
Colonial Village EHT Traceries, Inc.
Response to VDHR Approvals May 13, 2009
This Marketing Plan for Units Which Conform to Section 504 of the Rehabilitation Act
(the “Marketing Plan”) has been designed to convey to current and potential residents with
disabilities that Colonial Village II Apartments (Colonial Village) will be a new rental housing
experience, with a commitment to excellent management and resident service, as well as an
expectation of resident responsibility. Therefore, the majority of this plan will address ways in
which property management will endeavor to secure qualified tenants, ensure quality tenancy,
and effective management and maintenance of the property.
Wesley Housing Development Corp. (WHDC) will be responsible for the management of
Colonial Village. WHDC will be responsible for all of the traditional management functions,
including rent collection, maintenance, record keeping, reports, development of budgets, and
monitoring resident income qualifications. Additionally, WHDC will be responsible for the
development and management of community and resident services program.
I. Affirmative Marketing
WHDC is pledged to the letter and the spirit of the U.S. policy of the achievement of
equal housing opportunity throughout the Nation and will actively promote fair housing in the
development and marketing of this project. WHDC, it’s Officers, Directors and employees will
not discriminate on the basis of race, creed, color, sex, religion, familial status, age, disability or
sexual orientation in its programs or housing. They will also comply with all provisions of the
Fair Housing Act (42 U.S.C. 3600, et. Seq.).
Any employee who has discriminated in the acceptance of a resident will be subject to
immediate dismissal. All persons who contact the office will be treated impartially and equally
with the only qualification necessary for application acceptance being income and credit, and
conformity with the requirements of the Tax Credit program. All interested parties will be
provided a copy of the apartment brochure. Any resident who has questions not answered by the
leasing staff will be referred to the Property Manager assigned by WHDC.
Any unit which is designated as a unit for people with disabilities and that confirms to
Section 504 of the Rehabilitation Act will be held vacant as long as it takes to find a qualified
tenant.
Locating people with disabilities to occupy the units which conform to the requirements
of Section 504 of the Rehabilitation Act will be accomplished as follows:
1
1. Networking
WHDC will contact local centers for independent living and disability services boards
and other service organizations via phone and printed communication. The contacts will include
the following organizations:
2. Print Media
Print media sources will also be identified in Arlington County that cater to people with
disabilities as well as the public at large. These sources may include, but are not limited to, rental
magazines such as the Apartment Shoppers Guide, Apartments For Rent, local newspapers, etc..
All advertising materials related to the project will contain the Equal Housing Opportunity
logotype, slogan or statement, in compliance with the Fair Housing Act, as well as the fact that
units for people with disabilities are available.
3. Resident Referrals
An effective Resident Referral program will be set up, in which current residents are
rewarded for referring friends, coworkers, and others who may have disabilities to the property.
These referrals are generally the best form of advertising as it attracts friends who will want to
reside together, thus binding the community. Residents will be offered incentives, to be
determined, for referring qualified applicants who rent at the property. Flyers will be
distributed to residents along with the project newsletter announcing the tenant referral program.
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4. Marketing Materials
Additional marketing materials are needed in order to further support the specific
marketing effort to people with disabilities. All printed marketing materials will include the EHO
logo. The marketing will also emphasize the physical and administrative compliance with
Americans with Disabilities Act.
• Brochures –A simple, two color brochure may be produced at low cost which will
effectively sell the apartments and community. This brochure will include the floor
plans, a listing of features and amenities. The floor plans should be printed in as large a
format as possible.
• Flyers - As mentioned earlier, a flyer campaign may be used effectively to market the
community. Each flyer should incorporate graphics as well as a small amount of copy
and should be designed to generate traffic. As such, each flyer may include a special offer
with a deadline (i.e. "Bring this flyer with you when you visit this weekend and pay no
application fee!")
• Follow Up Marketing- All visitors to the Management office should receive a thank
you note from the Property Manager. This can be written on a plain thank you card, or for
greater impact, on a post card with a photo of the community or a thank you note with the
community's logo.
Equal Housing Opportunity promotions - all Site Signage containing the EHO logo and
Fair Housing posters are displayed in English and Spanish in the Rental Office. Also posted in the
Rental Office are instructions to anyone who feels they have been discriminated against to contact
the Project Manager at WHDC directly. WHDC encourages and supports an affirmative
marketing program in which there are no barriers to obtaining housing because of race, color,
religion, national origin, sex, age, marital status, personal appearance, sexual orientation, family
responsibilities, physical or mental handicap, political affiliation, source of income, or place of
residence or business.
3
churches and synagogues, city officials, and other sources of potential qualified residents still to
be identified.
The first contact with the management operations is an important one in attracting
qualified residents; therefore the management/leasing offices should convey a sense of
professionalism, efficiency, and cleanliness. The management/leasing office will be designed to
provide a professional leasing atmosphere, with space set aside specifically for resident
interviews and application assistance. The leasing interviews will be used to emphasize the
respect afforded to the resident and the responsibilities which the resident will be expected to
assume.
Times of Operation - the Rental Office will be open Monday through Friday from 9:00
A.M. to 5:00 P.M. Applicants will be processed on site in accordance with approved criteria.
After hours inquiries will be received by the answering services which will take messages and
forward them to the Management Office to handle on the next business day. Move-in process and
orientation to property - applicants meet with the Community Manager or designated staff to
discuss programs available on the property and will be supplied relevant information to assist
them in their move.
See the Colonial Village II Apartments Management Plan, Section 4, for details regarding
the Application Processing and Tenant Selection Criteria.