Introduction
This page contains a list of links to examples of publicly available documents and templates that can help you better understand the types of information and formats used and give you a starting point for creating your own versions that work for your purposes.
Note that these documents were not created by CHFA and should not be interpreted as appropriate templates to use for funding applications to CHFA. When applying for funding, be sure you are using any templates provided with the funding application or else ensuring that your template meets any stated requirements.
General RFP templates
- Example RFP seeking a General Contractor for a Transit Center & surrounding neighborhood development: https://tjpa.org/uploads/2017/08/GC_RFP.pdf(link is external)
- Best Practices in RFQs/RFPs for Design and Construction Services from the Associated General Contractors of America: https://www.agc.org/sites/default/files/Files/Programs%20%26%20Industry%20Relations/RFQ-RFP%20Best%20Practices%20Workshop%20Jan2012.ppt(link is external)
- NSP Sample Single-Family Rehabilitation Contract (between contractor and developer): https://www.hudexchange.info/resource/610/nsp-sample-singlefamily-rehabilitation-contract/(link is external)
- NSP Sample Agreement between Property Owner and Management Company (for rent- and income-restricted rental properties): https://www.hudexchange.info/resource/601/nsp-sample-rental-housing-property-management-agreement/(link is external)
Templates/guidance for property owners, local governments or communities seeking a lead developer:
- From Massachusetts Housing Toolbox (includes RFP outline, sample chart to compare responses): https://www.housingtoolbox.org/development-process/create-an-rfp-choose-a-developer(link is external)
- From Michigan Department of Economic Development: https://www.miplace.org/4a14e8/globalassets/documents/rrc/rrc-guide---developer-rfq.pdf(link is external)
Market study RFPs and guidance
- Market Study RFP Example: https://developers-guide.chfinfo.com/sites/default/files/assets/documents/market_study_rfp_example.docx
- Model Content Standards for Market Studies for Rental Housing from the National Council of Housing Market Analysts: https://www.housingonline.com/councils/national-council-housing-market-analysts/model-content-standards/(link is external)
- Common market study words to know (both for interpreting market studies and to consider when drafting an RFP for one): http://services.housingonline.com/nhra_images/Market%20Study%20Terminology%2007192012.pdf(link is external)
Lender required information examples
- Example loan application and submission checklist: https://developers-guide.chfinfo.com/sites/default/files/assets/documents/sample_loan_application_package.xlsx
- HUD Section 232 New Construction Firm Application Checklist: https://www.hud.gov/sites/documents/ORCF_Chklst_223a7.doc(link is external)
Housing needs assessment examples
- Grand County, Housing Needs Assessment (2021)
- City of Pueblo, Housing Needs Assessment (2021)
- City of Alamosa, Housing Needs Assessment (2021)
- San Luis Valley (SLV) Housing Study (2022) – multiple documents available through the San Luis Valley Housing Coalition Site: https://sites.google.com/slvhc.com/slvhc/housing-study(link is external)
- Elbert County, Housing Needs Assessment (2022)
Development financial statements examples
- Example from Vision Quest Property Management: http://www.vqpm.com/prod/wp-content/uploads/2010/04/Annual-Budget-Analysis.pdf(link is external)
Developer pre-construction conference agendas
- For HUD projects: https://www.hud.gov/sites/documents/Pre-con_Con_Agenda-es.docx(link is external)
- USDA Rural Development Template for Pre-Construction Conference Meeting Notes: https://forms.sc.egov.usda.gov/efcommon/eFileServices/eForms/RD1924-16.PDF(link is external)
- From the Kansas Department of Transportation (not specific to housing construction): https://www.ksdot.org/Assets/wwwksdotorg/bureaus/divOperat/partnering/documents/ConductingaPrecon.pdf(link is external)
Project visioning workshop templates and guides
- Project Mission Writer (from Enterprise’s Design Matters toolkit - not designed for facilitation, but could inspire visioning conversations): https://www.greencommunitiesonline.org/sites/default/files/design-matters_project-mission-writer_1.pdf(link is external)
- Participatory Design Toolkit from Enterprise Community Partners: https://www.enterprisecommunity.org/resources/participatory-design-toolkit(link is external)
“Good neighbor agreement” templates
- Overview & downloadable template from the Homeless Leadership Coalition: https://cohomeless.org/agency-tools/good-neighbor-agreement/(link is external)
- Example from St. Francis Center – Warren Residences (permanent supportive housing in Denver, CO): https://www.chundenver.org/uploads/7/5/9/8/75987511/sfcwr_and_chun_gna_final.pdf(link is external)
- Example from James Hawthorne Apartments (Portland, OR): http://www.homeforward.org/sites/default/files/docs/JamesHawthorne_GoodNeighborAgreement.pdf(link is external)
- Example from Right 2 Dream Too homeless shelter (Portland, OR): https://static1.squarespace.com/static/566631e8c21b864679fff4de/t/5afc7315352f539a69b25b78/1526493996663/R2D2+GNA.pdf(link is external)
Property maintenance schedule examples
- Green Building Maintenance Practices From the City of Seattle, WA: http://www.seattle.gov/housing/housing-developers/green-practices#forbuildingmanagers(link is external) (includes both a sample schedule & sample policy/procedures document)
- Residential Rental Property Maintenance Checklist from the City of Brainerd, MN: https://www.ci.brainerd.mn.us/DocumentCenter/View/596/Rental-Property-Maintenance-Checklist-PDF(link is external)