Académique Documents
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9% Competitive Credits
Applications Must Be Received At VHDA No Later Than 5:00 PM
Richmond, VA Time On May 15, 2009
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.
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 Buena Vista City (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: 9906
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 6 http://dlsgis.state.va.us/congress/2001PDFs/chap7Tab.pdf
Planning District 6 http://www.vapdc.org/aboutpdcs.htm#PDC%20Map
State Senate District 25 http://dlsgis.state.va.us/senate/2001PDFs/Chap2Tab.pdf
State House District 24 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.
This aging, existing 60 unit affordable housing development is in need of substantial rehabilitation.
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) $259,522
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 are being requested for rehabilitation expenditures, so indicate and go
on to Section II. No Rehabilitation
2009 Page 3
Low-Income Housing Tax Credit Application For Reservation
A. Owner Information:
Name Treemont Village Preservation, L.P.
Contact Person First: Matthew Middle: K Last: Finkle
Address 60 Columbus Circle
(Street)
New York NY 10023
(City) (State) (Zip Code)
Principal(s) involved (e.g. general partners, LLC members, controlling shareholders, etc.)
Names ** Phone Type Ownership % Ownership
Stephen M. Ross 212-421-5333 Member 59.69%
Jeff T. Blau 212-421-5333 Member 5.52%
Bruce A. Beal/Michael Brenner 212-421-5333 Member 3.80%
Mark E. Carbone/Matthew Finkle 212-421-5333 Member 21.00%
Akiim Kiambu Barber 212-421-5333 Member 5.10%
Mark Lepselter/Drew Sheinman 212-421-5333 Member 3.68%
Joseph A. Baratta/Arthur L. Aidala 212-421-5333 Member 1.23%
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 Buena Vista Place Limited Partnership Contact Person Charles Nimmo
Address 3130 Chaparral Drive, Suite 200
Roanoke, VA 24018 Phone 540-774-1641
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
(Name of nonprofit)
(Phone) (Fax)
2009 Page 6
Low-Income Housing Tax Credit Application For Reservation
10. Project consists primarily of a building(s) which is (are) (CHOOSE ONLY ONE)
B. Building Systems:
Please describe each of the following in the space provided.
Community Facilities: Playground
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 1,088.59 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 0.00 SF 3-Bdrm TH 0.00 SF
Eff-Eld 0.00 SF 2-Bdrm Gar 880.02 SF 4-Bdrm TH 0.00 SF
2. Total gross usable, heated square feet for the entire project less nonresidential commercial area:
55,303.88 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 o
equivalent assistance in order to ensure occupancy by extremely low-income persons; (ii) conform to HUD regulation
interpreting accessibility requirements of section 504 of the Rehabilitation Act; and (iii) are actively marketed to people wit
special needs in accordance with a plan submitted as part of the Application. (If special needs include mobility impairment
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”) payment standard; (ii) conform to HUD regulations interpreting accessibility requirements of section 504 o
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: 12 Number of units 20% 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: Rockbridge Area Rental Assistance Office
Contact person (Name and Title) Vicky Agnor, Director
Phone Number 757-399-5261 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 Tim Dudley
Chief Executive Officer's Title City Manager
Street Address 2039 Sycamore Ave Phone (540) 261-8600
City Buena Vista State VA Zip 23704
Name and title of local official you have discussed this project with who could answer questions for the
local CEO: Tim Reamer, Director of Economic Developmen
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. Project Schedule
ACTUAL OR NAME OF
ACTIVITY ANTICIPATED PERSON
DATE RESPONSIBLE
Site
Option/Contract 9/11/07 Mark Carbone
Site Acquisition 11/1/09 Mark Carbone
Zoning Approval N/A
Site Plan Approval N/A
Financing
A. Construction Loan
Loan Application 7/15/09 Matthew Finkle
Conditional Commitment 9/1/09 Matthew Finkle
Firm Commitment 10/1/09 Matthew Finkle
B. Permanent Loan - First Lien
Loan Application 7/15/09 Matthew Finkle
Conditional Commitment 9/1/09 Matthew Finkle
Firm Commitment 10/1/09 Matthew Finkle
C. Permanent Loan-Second Lien
Loan Application 7/15/09 Matthew Finkle
Conditional Commitment 9/1/09 Matthew Finkle
Firm Commitment 10/1/09 Matthew Finkle
D. Other Loans & Grants
Type & Source, List
Application 5/15/09 Matthew Finkle
Award/Commitment 8/5/09 Matthew Finkle
Formation of Owner 5/1/09 Mark Carbone
IRS Approval of Nonprofit Status N/A
Closing and Transfer of Property to Owner 11/1/09 Matthew Finkle
Plans and Specifications, Working Drawings 5/1/09 Mike Antonik
Building Permit Issued by Local Government 10/1/09 Mike Antonik
Start Construction 12/1/09 Mike Antonik
Begin Lease-up in-place rehab
Complete Construction 8/1/10 Mike Antonik
Complete Lease-Up in-place rehab
Credit Placed in Service Date 1/1/10 Matthew Finkle
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: )
Purchase Contract - attached (expiration date: 01/01/11 )
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 11/01/09 (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 0 $0
2 Bedroom Units 48 $27,798
3 Bedroom Units 12 $8,304
4 Bedroom Units 0 $0
Total Number of Tax Credit Units 60
Plus Other Income Source (list): Laundry, Vending, Tenant Charges $475
Equals Total Monthly Income: $36,577
Twelve Months x12
Equals Annual Gross Potential Income $438,924
Less Vacancy Allowance ( 7.0% ) $30,725
Equals Annual Effective Gross Income (EGI) - Low Income Units $408,199
** 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 0
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 - 60% 0 0.00 $ - $ -
1 BR - 60% 0 0.00 $ - $ -
1 BR - 60% 0 0.00 $ - $ -
1 BR - 60% 0 0.00 $ - $ -
1 BR - 60% 0 0.00 $ - $ -
1 BR - 60% 0 0.00 $ - $ -
1 BR - 60% 0 0.00 $ - $ -
1 BR - 60% 0 0.00 $ - $ -
1 BR - 60% 0 0.00 $ - $ -
1 BR - 60% 0 0.00 $ - $ -
1 BR - 60% 0 0.00 $ - $ -
1 BR - 60% 0 0.00 $ - $ -
1 BR - 60% 0 0.00 $ - $ -
1 BR - 60% 0 0.00 $ - $ -
1 BR - 60% 0 0.00 $ - $ -
Total 1-BR Total Monthly 1-BR
Tax Credit Units: 0 0.00 Tax Credit Rent: $ -
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
2-Bedroom Units
Net Rentable Monthly Rent Total
Rent Targeting Number Units Square Feet Per Unit Monthly Rent
2 BR - 60% 0 0.00 $ - $ -
2 BR - 60% 0 0.00 $ - $ -
2 BR - 60% 0 0.00 $ - $ -
2 BR - 60% 0 0.00 $ - $ -
2 BR - 60% 0 0.00 $ - $ -
2 BR - 60% 0 0.00 $ - $ -
2 BR - 60% 0 0.00 $ - $ -
2 BR - 60% 0 0.00 $ - $ -
2 BR - 60% 0 0.00 $ - $ -
2 BR - 60% 0 0.00 $ - $ -
2 BR - 60% 0 0.00 $ - $ -
2 BR - 60% 0 0.00 $ - $ -
2 BR - 60% 0 0.00 $ - $ -
2 BR - 60% 0 0.00 $ - $ -
2 BR - 60% 0 0.00 $ - $ -
Total 2-BR Total Monthly 2-BR
Tax Credit Units: 48 38,480.26 Tax Credit Rent: $ 27,798
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 - 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: 12 11,239.48 Tax Credit Rent: $ 8,304
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 $2,500
2. Office Salaries $0
3. Office Supplies $9,090
4. Office/Model Apartment (type______) $0
5. Management Fee $17,023
4.17% of EGI 283.7232 Per Unit
6. Manager Salaries $28,569
7. Staff Unit (s) (type______) $0
8. Legal $1,925
9. Auditing $12,000
10. Bookkeeping/Accounting Fees $0
11. Telephone & Answering Service $0
12. Tax Credit Monitoring Fee $0
13. Miscellaneous Administrative $175
Total Administrative $71,282
Utilities
14. Fuel Oil $0
15. Electricity $8,050
16. Water $8,500
17. Gas $6,275
18. Sewer $7,850
Total Utility $30,675
Operating:
19. Janitor/Cleaning Payroll $22,633
20. Janitor/Cleaning Supplies $7,251
21. Janitor/Cleaning Contract $6,103
22. Exterminating $0
23. Trash Removal $1,330
24. Security Payroll/Contract $0
25. Grounds Payroll $0
26. Grounds Supplies $0
27. Grounds Contract $0
28. Maintenance/Repairs Payroll $22,633
29. Repairs/Material $5,251
30. Repairs Contract $3,703
31. Elevator Maintenance/Contract $0
32. Heating/Cooling Repairs & Maintenance $1,500
33. Pool Maintenance/Contract/Staff $0
34. Snow Removal $0
35. Decorating/Payroll/Contract $0
36. Decorating Supplies $0
37. Miscellaneous $200
Operating & Maintenance Totals $70,602
Taxes & Insurance
38. Real Estate Taxes $23,396
39. Payroll Taxes $16,923
40. Miscellaneous Taxes/Licenses/Permits $0
41. Property & Liability Insurance $15,996
42. Fidelity Bond $0
43. Workman's Compensation $0
44. Health Insurance & Employee Benefits $0
45. Other Insurance $0
Total Taxes & Insurance $56,315
6544
Total Operating Expense $228,875
D1. Total Oper. Ex. Per Unit $3,815 D2. Total Oper. Ex. As % EGI (from E3) 56.07%
Replacement Reserves (Total # Units X $300 or $250 New Const. Elderly Minimum) $18,000
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 408,199 420,445 433,059 446,050 459,432
Less Oper. Expenses 246,875 256,750 267,020 277,700 288,808
Net Income 161,325 163,696 166,039 168,350 170,623
Less Debt Service 133,990 133,990 133,990 133,990 133,990
Cash Flow 27,335 29,706 32,049 34,360 36,634
Debt Coverage Ratio 1.20 1.22 1.24 1.26 1.27
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 0 0 0 0
C. Other: 0 0 0 0
D. Unit Structures (New) 0 0 0 0
E. Unit Structures (Rehab) 1,382,775 0 0 1,382,775
F. Accessory Building (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) 1,382,775 0 0 1,382,775
L. General Requirements 82,967 0 0 82,967
M. Builder's Overhead 27,656 0 0 27,656
( 2.0% Contract)
N. Builder's Profit 82,967 0 0 82,967
( 6.0% Contract)
O. Bonding Fee 0 0 0 0
P. Other: Completion LOC 1,576 0 0 1,576
Q. Contractor Cost
Subtotal (Sum 1K..1P) $1,577,940 $0 $0 $1,577,940
2. Owner Costs
A. Building Permit 3,500 0 0 3,500
B. Arch./Engin. Design Fee 45,000 0 0 45,000
( 750 /Unit)
C. Arch. Supervision Fee 0 0 0 0
( 0 /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
F. Construction Loan 0 0 0 0
Origination Fee
G. Construction Interest 0 0 0 0
( 0.0% for 0 months)
H. Taxes During Construction 11,698 0 0 11,698
I. Insurance During Construction 7,998 0 0 7,998
J. Cost Certification Fee 45,000 0 0 45,000
K. Title and Recording 23,647 9,199 0 13,291
L. Legal Fees for Closing 65,000 20,000 0 0
M. Permanent Loan Fee 14,250 0 0 0
( 0.0% )
N. Other Permanent Loan Fees 0 0 0 0
O. Credit Enhancement 0 0 0 0
P. Mortgage Banker 14,981 3,745 0 3,745
Q. Environmental Study 10,000 0 0 10,000
R. Structural/Mechanical Study 0 0 0 0
S. Appraisal Fee 2,500 0 0 2,500
T. Market Study 2,500 0 0 2,500
U. Operating Reserve 181,432 0 0 0
V. Tax Credit Fee 18,917 0 0 0
W. OTHER $407,030 $0 $0 $167,562
(SEE PAGE 19A)
X. Owner Cost
Subtotal (Sum 2A..2W) $853,453 $32,944 $0 $312,794
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
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) $1,816,291
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 $700,000
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.
1. After the mandatory 15-year compliance period, a qualified nonprofit as identified in the
attached nonprofit questionnaire, or local housing authority will have the option to purchase
or the right of first refusal to acquire the development for a price not to exceed the outstanding
debt and exit taxes. Such debt must be limited to the original mortgage(s) unless any refinancing
is approved by the nonprofit. Do not select if extended compliance is selected in IX.A above.
Option or Right of First Refusal in Recordable Form Attached (TAB V)
Enter name of qualified nonprofit:
2009 Page 24
Low-Income Housing Tax Credit Application For Reservation
$41,009 $0 $218,513
Qualified Basis Totals (must agree with VIII-A10)
2009 Page 25
Low-Income Housing Tax Credit Application For Reservation
$0 $0 $0
Qualified Basis Totals (must agree with VIII-A10)
$0 $0 $0
Qualified Basis Totals (must agree with VIII-A10)
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 $259,522
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 92.90
b. Amenities (See calculations below) Up to 60 29.00
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 N 0 or 30 0.00
or e. HUD 504 accessibility for 4% of units Y 0 or 15 15.00
f. Proximity to public transportation N 0, 10 or 20 0.00
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 0% Up to 15 0.00
j. Developments with less than 100 units Up to 20 16.00
Total 207.90
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: 92.90 not calculate correctly.
Amenities:
All units have:
a. 1.5 or 2 Bathrooms 0.00% 0.00
b. Community Room 0.00
c. Brick Walls 0.00% 0.00
d. Kitchen/Laundry Appl-Energy Star 5.00
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 29.00
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 = $70.32 Credits/SF = $6.18 Const $/unit = $26,299
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=600 600 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 0 880 1,089 0 0 0 0
NUMBER OF UNITS 0 0 48 12 0 0 0 0
COST PER UNIT POINTS 0.00 0.00 38.05 9.19 0.00 0.00 0.00 0.00
CREDIT PER UNIT POINTS 0.00 0.00 90.29 21.79 0.00 0.00 0.00 0.00
2009
$/SF = $70.32 Credits/SF = $6.18 Const $/unit = $26,299
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=600 600 spelling of Clerk's Office on pg 1. It must
TYPE OF CONSTRUCTION N C=1; ADPT=2;REHAB(25,000+)=3; REHAB(10,000-25,000)=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 0 880 1,089 0 0 0 0
NUMBER OF UNITS 0 0 48 12 0 0 0 0
COST PER UNIT POINTS 0.00 0.00 38.05 9.19 0.00 0.00 0.00 0.00
CREDIT PER UNIT POINTS 0.00 0.00 90.29 21.79 0.00 0.00 0.00 0.00
2009
TAB A
(Documentation of Development Location)
TAB A.1
(Qualified Census Tract Certification)
Qualified Census Tract Certification
1. General Instructions
• This Certification must be included with the Application (by Application Deadline,
5/15/09).
• Any change in this form may result in a reduction of points under the scoring system. If
you have any questions, please call Jim Chandler at VHDA (804) 343-5786.
Attach a map showing census tract boundaries and the development’s location!
4. Legal Description
Attach a copy of the development’s legal description; the legal description should
correspond to the site control document in the Application.
SBA HUBZone Locator Page 1 of 2
Address-Town-County Text-Only
U.S. Map Help
Search Version
3500 Locust Ave, Buena Vista VA is located in Buena Vista, VA which IS NOT HUBZone qualified.
The map below shows the relationship of this address (marked with a star) to qualified HUBZone areas. Below the map, you
may find information on why the address was found not to be in a HUBZone Area.
http://map.sba.gov/hubzone/hzqry.asp 5/12/2009
SBA HUBZone Locator Page 2 of 2
ZIP Code:
Search Reset
Search Reset
http://map.sba.gov/hubzone/hzqry.asp 5/12/2009
Location Map
3500 Locust Avenue, Buena Vista, VA 24416 - Google Maps Page 1 of 1
http://maps.google.com/maps?f=q&source=s_q&hl=en&geocode=&q=3500+Locust+Ave... 5/12/2009
TAB B
(Partnership or Operating Agreement)
Treemont Village Preservation, L.P.
Treemont Village Preservation, L.P.
Treemont
Treemont Village
Village Mark
Mark Carbone
Carbone
Preservation
Preservation GP,
GP, LLC
LLC 99.99%
99.99% Limited
Limited Partner
Partner
.01%
.01% General
General Partner
Partner
Related
Related Apartment
Apartment MRAP,
MRAP, LLC
LLC Tiki
Tiki Ventures
Ventures VA1,
VA1, LLC
LLC Affordable
Affordable Holdings,
Holdings, LLC
LLC
Preservation,
Preservation, LLC
LLC 16%
16%Member
Member 10%
10%Member
Member 5%
5%Member
Member
69%
69%Member
Member
The
The Related
Related Companies,
Companies, L.P.
L.P. Mark
Mark E.
E. Carbone
Carbone Matthew
MatthewFinkle
Finkle
100%
100%Member
Member 100%
100%Member
Member 100%
100%Member
Member
Akiim
Akiim Kiambu
Kiambu Barber
Barber Mark
Mark Lepselter
Lepselter Drew
Drew Sheinman
Sheinman Joseph
Joseph AA Baratta
Baratta Arthur
Arthur L.
L. Aidala
Aidala
51%
51%Member
Member 24.5%
24.5% Member
Member 12.25%
12.25% Member
Member 6.125
6.125 %
%Member
Member 6.125%
6.125% Member
Member
Stephen
Stephen M.
M. Ross
Ross Jeff
Jeff T.
T. Blau
Blau Bruce
Bruce A.
A. Beal
Beal Michael
Michael Brenner
Brenner
86.5%
86.5% Member
Member 88 %
% Member
Member 4.5%
4.5% Member
Member 1%
1%Member
Member
5/12/2009
TAB C
(VA SCC Certification)
TAB D
(Principal’s Previous Participation Certification)
Previous Participation Certification
INSTRUCTIONS:
1 This certification must be signed by an individual who is, or is authorized to act on behalf of the Controlling General
Partner (if LP) or Managing Member (if LLC) of the Applicant, as designated in the Application. VHDA will accept an
authorization document, which gives signatory authorization to sign on behalf of the principals.
2 Attach a resume for each principal of the general partnership (GP) or limited liability company (LLC) and an
organization chart for the limited partnership (LP) and LLC.
3 A Schedule A is required for each principal of the GP.
4 For each property listed as "non-compliance found," please attach a detailed explanation of the nature of the non-
compliance, stating whether or not it has been resolved.
5 The date of this certification must be no more than 30 days prior to submission of the Application.
Failure to disclose information about properties which have been found to be out of compliance or any material mis-
representations are grounds for rejection of an application and prohibition against future applications.
DEFINITIONS:
For the purpose of this Certification, the following definitions shall apply:
Development shall mean the proposed multifamily rental housing development identified above.
Participants shall mean the principals who will participate in the ownership of the development.
Principal shall mean any person (including any individual, joint venture, partnership, limited liability company, corporation,
nonprofit organization, trust, or any other public or private entity) that (i) with respect to the proposed development, will
own or participate in the ownership of the proposed development or (ii) with respect to an existing multifamily rental
project, has owned or participated in the ownership of such project, all as more fully described hereinbelow. The person
who is the owner of the proposed development or multifamily rental project is considered a principal. In determining
whether any other person is a principal, the following guidelines shall govern:
1. In the case of a partnership which is a principal (whether as the owner or otherwise), all general partners are also
considered principals, regardless of the percentage interest of the general partner;
2. In the case of a public or private corporation or organization or governmental entity that is a principal (whether as
the owner or otherwise), principals also include the president, vice president, secretary, and treasurer and other
officers who are directly responsible to the board of directors or any equivalent governing body, as well as all
directors or other members of the governing body and any stockholder having a 25% or more interest;
3. In the case of a limited liability company (LLC) that is a principal (whether as the owner or otherwise), all members
are also considered principals, regardless of the percentage interest of the member;
4. In the case of a trust that is a principal (whether as the owner or otherwise), all persons having a 25% or more
beneficial ownership interest in the assets of such trust;
5. In the case of any other person that is a principal (whether as the owner or otherwise), all persons having a 25% or
more ownership interest in such other person are also considered principals; and
6. Any person that directly or indirectly controls, or has the power to control, a principal shall also be considered a
principal.
Schedule A: List of all Tax Credit Developments for Each Principal to this Certification
Complete the following, using separate page(s) as needed, for each principal. List all developments that have received allocations of tax credits
under Section 42 of the IRC.
Non-
Controlling Low compliance
Name of Ownership Entity and Phone General Total Income Placed in Found? Y/N
Development Name/Location Number Partner? (Y/N) Units Units Service Date 8609 Date (Explain Yes)
West 105th Street IH Associate, LLC
211 West 105th Street, New York, NY Y 11 11 8/25/2000 not dated N
1 (212) 801-1000
321 East 21st Street Associates, LLC
321 East 21st Street, New York, NY Y 22 22 5/3/2007 2/20/2008 N
2 (212) 801-1000
95th IH Associates, LLC
95th Street Apartments, New York, NY Y 19 19 5/18/2000 5/3/2001 N
3 (212) 801-1000
Laguna Housing Partners, L.P.
Alice Court, Oakland, CA Y 27 27 1/27/2004 10/8/2004 N
4 (212) 801-1000
Amber Manor Limited Partnership
Amber Manor, DeKalb, IL Y 228 228 5/1/1997 4/3/1998 N
5 (212) 801-1000
Armory Plaza Preservation, L.P.
Armory Plaza, White Plains, NY Y 52 52 12/1/2007 12/30/2008 N
6 (212) 801-1000
Newport Housing Partners, L.P.
Bayview Landing, Newport Beach, CA Y 120 120 12/21/2005 7/28/2006 N
7 (212) 801-1000
Biscayne Apartments Associates, Ltd
Biscayne Woods Apartments, Leisure City FL Y 114 114 8/23/1994 12/5/1994 N
8 (212) 801-1000
CT Associates of Illinois, L.P.
Campbell Terrace Apartments, Chicago, IL Y 249 249 3/30/2004 12/31/2004 N
9 (212) 801-1000
Carousel Park Preservation, L.P.
Carousel Park, North Tonawanda, NY Y 162 162 5/1/2005 2/1/2006 N
10 (212) 801-1000
Cedarwood Associates of New York, L.P.
Cedarwood Apartments, Rochester, NY Y 206 206 6/25/2003 12/1/2003 N
11 (212) 801-1000
Homestead III Associates, Ltd
Colony Lakes, Homestead, FL Y 220 220 3/16/1995 10/20/1995 N
12 (212) 801-1000
Coronado Terrace Preservation, L.P.
Coronado Terrace, San Diego, CA Y 312 312 5/15/2002 2/19/2004 N
13 (212) 801-1000
Coyote Creek Housing Partners, L.P.
Coyote Creek, La Mirada, CA Y 161 161 4/29/1999 12/27/1999 N
14 (212) 801-1000
Mission Bay Housing Partners, L.P.
Crescent Cove, San Fransisco, CA Y 236 236 6/1/2007 12/21/2007 N
15 (212) 801-1000
Cutler Hammock Preservation, L.P.
Cutler Hammock, Miami, FL N 262 262 2/7/2007 11/9/2007 N
16 (212) 801-1000
Cutler Vista Preservation, L.P.
Cutler Vista, Miami, FL Y 216 216 8/31/2006 3/23/2007 N
17 (212) 801-1000
Ebony Gardens Preservation, L.P.
Ebony Gardens, Mt. Vernon, NY Y 144 144 11/16/2004 4/1/2005 N
18 (212) 801-1000
El Rancho Verde Preservation, L.P.
19
El Rancho Verde, San Jose, CA Y 700 700 7/31/2000 7/30/2002 N
(212) 801-1000
Elmwood Square Preservation, L.P.
Elmwood Square Apartments, Buffalo, NY Y 144 144 11/1/2004 6/1/2005 N
20 (212) 801-1000
Fillmore Marketplace, L.P.
Fillmore Marketplace, San Francisco, CA Y 120 120 12/28/1995 12/30/1997 N
21 (212) 801-1000
Fontana II Housing Partners, L.P.
Fountains at Sierra, Fontana, CA Y 93 93 3/23/2005 12/16/2005 N
22 (212) 801-1000
Fontana III Housing Partners, L.P.
Gardens at Sierra, Fontana, CA Y 93 93 5/31/2005 9/20/2006 N
23 (212) 801-1000
Gerard Court Associate, LLC
Gerard Court, Bronx, NY Y 126 126 6/1/2000 2/26/2001 N
24 (212) 801-1000
Related Club West Housing Assoicates, Ltd.
Golfside Villas, Miami, FL N 194 194 7/1/1999 2/16/2000 N
25 (212) 801-1000
Gurnee Housing Preservation, L.P.
Gurnee Housing Apartments, Haverstraw, NY Y 97 97 7/25/2007 7/10/2008 N
26 (212) 801-1000
Hainlin Mill Apartments Associates, Ltd
Hainlin Mill, Cutler Ridge, FL Y 144 144 12/15/1995 7/26/1996 N
27 (212) 801-1000
Normont Terrace, L.P.
Harbor Village, Harbor City, CA Y 400 400 4/28/1998 12/29/1999 N
28 (212) 801-1000
Anaheim Revitalization Partners, L.P.
Hermosa Village, CA Y 463 463 12/1/2000 7/16/2002 N
29 (212) 801-1000
Highgate Associates, L.P.
Highgate, Atlantic City, NJ Y 161 107 11/1/1993 4/27/1995 N
30 (212) 801-1000
Jackson Park Limited Partnership
Highlands Tudor Manor, Chicago, IL Y 87 87 1/1/2001 3/25/2002 N
31 (212) 801-1000
Related/LL Second & Central, LLC
Hikari, Los Angeles, CA Y 130 26 12/5/2006 3/17/2008 N
32 (212) 801-1000
Hillview Glen L.P.
Hillview Glen, San Jose, CA Y 138 138 7/5/1994 7/18/1995 Y - Corrected
33 (212) 801-1000
Humboldt Ridge I L.P.
34
Humboldt Ridge I, Chicago, IL Y 50 50 10/31/2001 10/25/2002 N
(212) 801-1000
Humboldt Ridge II L.P.
Humboldt Ridge II, Chicago, IL Y 50 50 12/24/2001 11/1/2002 N
35 (212) 801-1000
St. Stephens Housing Partners, L.P.
Jean C. McKinney Manor, San Diego CA Y 50 50 1/21/2005 12/21/2005 N
36 (212) 801-1000
Sawgrass Pines Associates, Ltd
Lake of Deerfield, Deerfield Beach, FL N 212 212 10/28/1994 2/7/1996 N
37 (212) 801-1000
Cudahy Gardens Preservation, L.P.
Las Brisas, Cudahy, CA Y 100 100 3/1/1999 3/22/2000 N
38 (212) 801-1000
Riverside Gardens Preservation, L.P.
Linden Manor, Riverside, CA Y 192 192 3/1/1999 3/22/2000 N
39 (212) 801-1000
Oakland Coliseum Housing Partners, L.P.
Lions Creek Crossing, Oakland, CA Y 115 115 12/20/2005 3/7/2007 N
40 (212) 801-1000
Madison Park Place Limited Partnership
Madison Park Place, Springfield, IL Y 150 150 3/31/2000 7/27/2001 N
41 (212) 801-1000
Madison Renaissance Development Ltd
Madison Renaissance, Chicago, IL N 30 30 12/31/1998 2/10/2000 N
42 (212) 801-1000
Watergate II Properties, L.P. 7/31/2004 &
Marina Vista Apartments, Buffalo, NY Y 195 195 3/11/2004 N
43 (212) 801-1000 12/31/2004
McCarthy Manor Preservation, L.P.
McCarthy Manor, Syracuse, NY Y 176 176 10/4/2007 7/20/2008 N
44 (212) 801-1000
Noble Tower Preservation, L.P.
Noble Tower, Oakland, CA Y 195 195 2/20/2003 10/18/2005 N
45 (212) 801-1000
Fresno Northpointe Limited, L.P.
Northpointe Apartments, Fresno, CA Y 406 406 8/1/1998 12/10/2000 N
46 (212) 801-1000
Oak Park Preservation, L.P.
Oak Park Apartments, Roselle, NJ Y 254 254 12/15/2005 8/1/2006 Y - Corrected
47 (212) 801-1000
Oak Village Preservation, L.P.
48
Oak Village, Oakland CA Y 117 117 12/31/2004 11/4/2005 N
(212) 801-1000
Ocean Park Acquisition, L.P.
Ocean Park Apartments, Far Rockaway, NY Y 600 600 2/1/2005 12/31/2005 N
49 (212) 801-1000
Upper East Lease Associates, LLC
One Carnegie Hill, NY, NY Y 455 53 6/1/2006 12/26/2007 N
50 (212) 801-1000
Middletown Overlook Preservation, L.P.
51
Overlook Apts., Middletown, NY Y 100 100 12/9/2007 11/10/2008 N
(212) 801-1000
Parkside Glen, L.P.
Parkside Glen, San Jose, CA Y 180 180 10/29/1998 12/28/1999 N
52 (212) 801-1000
South of Romneya Housing Partners, L.P.
Paseo Village, Anaheim, CA Y 176 176 5/29/1997 2/5/1999 N
53 (212) 801-1000
Pilgrim Woods Preservation, L.P.
Pilgrim Woods Apartments, Middletown, NY Y 150 150 11/17/2004 12/1/2005 N
54 (212) 801-1000
Union Square Limited Partnership
Poplar Place, Springfield, IL Y 284 284 12/31/2000 9/9/2002 N
55 (212) 801-1000
Aliso Village Housing Partners, L.P.
3/18/2003 3/22/2004
Pueblo Del Sol, Los Angelos, CA Aliso Village II Housing Partners, L.P. Y 377 377 N
7/25/2003 10/18/2005
56 (212) 801-1000
Ninth Square Project L.P.
Residences at Ninth Square, New Haven, CT Y 335 193 11/24/1993 12/30/1993 N
57 (212) 801-1000
River Court Associates, LLC
River Court, Bronx, NY Y 126 126 1/1/2000 3/13/2001 N
58 (212) 801-1000
Riverhead Village Preservation, L.P.
River Pointe Apts., Riverhead, NY Y 135 135 8/1/2006 3/26/2007 N
59 (212) 801-1000
Riverwalk I Preservation, L.P.
Riverwalk I Apartments, Miami, FL N 123 123 3/20/2008 3/17/2009 N
60 (212) 801-1000
Homestead Apartments Associates II, Ltd.
Riverwalk II, Homestead, FL N 112 112 9/1/1993 12/21/1993 N
61 (212) 801-1000
New Southtown Limited Partnership
Riverwest, Peoria, IL Y 153 153 4/23/2001 3/28/2003 N
62 (212) 801-1000
Roosevelt Square I, L.P.
Roosevelt Square, Chicago, IL Y 184 184 12/22/2005 10/11/2006 N
63 (212) 801-1000
Royal Coast Apartments Associates, Ltd
Royal Coast, Miami, FL Y 174 174 6/13/1995 1/30/1996 N
64 (212) 801-1000
KBF Related Amsterdam, L.P.
Sagamore, New York, NY Y 265 53 3/11/1998 6/2/1999 N
65 (212) 801-1000
Santa Clara Apartments, Ltd.
Santa Clara Apartments, Miami, FL N 208 208 10/2/2003 11/5/2004 N
66 (212) 801-1000
Sheridan Park Partners, L.P.
Sheridan Park Apartments, Chicago, IL Y 102 102 1/1/1996 5/5/1997 N
67 (212) 801-1000
Shiloh Village Associates, L.P.
Shiloh Village Apartments, Dallas TX Y 168 168 1/13/2004 12/15/2005 N
68 (212) 801-1000
South Port Mews Preservation, L.P.
South Main Apartments, Port Chester, NY Y 65 65 12/22/2004 11/1/2005 N
69 (212) 801-1000
Southern Hills Apartments / Orlando Apartments , Decatur Properties of Illinois, L.P.
Y 212 212 3/30/2004 12/17/2004 N
70 Decatur, IL (212) 801-1000
Plaza Manor Preservation, L.P.
Summercrest, National City, CA Y 372 372 3/22/2001 11/15/2002 N
71 (212) 801-1000
Miami Sunset Bay Apartments, L.P.
Sunset Bay, Miami, FL N 308 308 10/12/2001 8/22/2002 N
72 (212) 801-1000
Irondequoit Preservation, L.P.
Sycamore Green, Rochester, NY Y 195 195 7/18/2007 8/20/2008 N
73 (212) 801-1000
Congress Associates, Ltd
The Congress, Miami, FL N 129 129 2/4/1997 11/10/1999 N
74 (212) 801-1000
Rialto Housing Partners, L.P,
The Crossings, Rialto CA Y 100 100 8/16/2000 10/25/2001 N
75 (212) 801-1000
Related Broadway Development, LLC
The Lyric, New York, NY Y 285 71 12/1/2000 7/22/2004 N
76 (212) 801-1000
Related 96th Street Associates, L.P.
The Monterey, New York, NY Y 522 105 9/15/1992 9/12/1992 N
77 (212) 801-1000
Armory Place, LLC
The Sierra, New York, NY Y 213 44 5/1/2002 8/31/2004 N
78 (212) 801-1000
400 East 84th Street Associates, L.P.
The Strathmore, New York, NY Y 180 36 4/1/1997 6/24/1998 N
79 (212) 801-1000
23rd Chelsea Associates, LLC
The Tate, New York, NY Y 313 63 8/13/2002 8/2/2004 N
80 (212) 801-1000
20th and 7th Associates, LLC
The Westminster, New York, NY Y 254 52 2/1/2002 6/9/2003 N
81 (212) 801-1000
55th Clinton Associates, L.L.C.
The Westport, New York, NY Y 371 77 3/4/2004 3/28/2006 N
82 (212) 801-1000
Related Tiffany, L.P.
Tiffany Mews, Brooklyn, NY Y 70 70 10/1/1994 3/14/1995 N
83 (212) 801-1000
BPC Associates, L.P.
Tribeca Park, New York, NY Y 396 81 5/31/1999 6/19/2000 N
84 (212) 801-1000
Tribeca Equity Partners, L.P.
Tribeca Tower, New York, NY Y 440 88 12/31/1994 7/31/1995 N
85 (212) 801-1000
14th Street Associates, L.P.
Union Square South, New York, NY Y 240 52 7/1/1998 5/10/2000 N
86 (212) 801-1000
UC Associates of Illinois, L.P.
Universal City Apartments, Chicago, IL Y 160 160 12/15/2004 12/31/2005 N
87 (212) 801-1000
Vila Paseo Senior Residences, L.P.
Vila Paseo Senior Residences, Paso Robles, CA Y 110 110 1/1/2001 1/23/2008 N
88 (212) 801-1000
Santa Ana Heights Housing Project, L.P.
Village Heights, Santa Ana Heights, CA Y 75 75 4/30/1999 12/21/1999 N
89 (212) 801-1000
West Haverstraw Preservation, L.P.
Villages of West Haverstraw, Rockland County, NY Y 180 180 7/25/2007 8/5/2008 N
90 (212) 801-1000
Eastridge Partners, Ltd
Villas of Capri, Naples, FL Y 235 235 6/12/1997 12/19/1997 N
91 (212) 801-1000
Temple Edgeware Partners, L.P.
Vista Angelina, Los Angeles, CA Y 108 108 12/5/1995 1/6/1998 N
92 (212) 801-1000
Vista Terrace Hills Preservation, L.P.
Vista Terrace, San Ysidro, CA Y 262 262 12/12/2000 8/22/2002 N
93 (212) 801-1000
Walden Pond Associates, Ltd
Walden Pond, Miami, FL Y 290 290 10/20/1994 12/30/1994 N
94 (212) 801-1000
Walker Mews Preservation, L.P.
Walker Mews, Baltimore, MD Y 167 167 5/1/2008 2/10/2009 N
95 (212) 801-1000
Walnut Hill Preservation, L.P. 12/1/2003 &
Walnut Hill Apartments, Haverstraw, NY Y 180 180 5/22/2003 N
96 (212) 801-1000 1/31/2004
135th Street associates, L.P.
West 135 Street, New York, NY Y 9 9 2/4/1997 7/7/1998 N
97 (212) 801-1000
West Brickell Apartments, Ltd.
West Brickell, Miami, FL Y 130 130 4/30/1997 2/23/1998 N
98 (212) 801-1000
Willow Glen Housing Partners, L.P.
Willow Glen, San Jose, CA Y 135 135 2/5/2002 3/13/2003 N
99 (212) 801-1000
Winchester Gardens, Ltd
Winchester Gardens, Homestead, FL Y 117 117 4/10/1996 7/22/1996 N
100 (212) 801-1000
Westminster Housing Partners, L.P.
Windsor Court Stratford Place, Westminster, CA Y 86 86 5/31/2005 10/2/2006 N
101 (212) 801-1000
Golden Lake Housing Associates, Ltd.
Woodlake Apts., West Palm Beach, FL Y 224 224 5/8/1998 11/25/1998 N
102 (212) 801-1000
Lauderdale Lakes Associates, Ltd
Woodsdale Oaks, Lauderdale Lakes, FL N 172 172 12/20/1991 11/17/1992 N
103 (212) 801-1000
2nd PAGE TOTAL: 19,855 16,396
LIHTC as % of
GRAND TOTAL: 19,855 16,396 83% Total Unit
Schedule A: List of all Tax Credit Developments for Each Principal to this Certification
Complete the following, using separate page(s) as needed, for each principal. List all developments that have received allocations of tax credits under
Section 42 of the IRC.
Non-
Controlling Low compliance
General Total Income Placed in Found? Y/N
Development Name/Location Name of Ownership Entity and Phone Number Partner? (Y/N) Units Units Service Date 8609 Date (Explain Yes)
West 105th Street IH Associate, LLC
211 West 105th Street, New York, NY Y 11 11 8/25/2000 not dated N
1 (212) 801-1000
321 East 21st Street Associates, LLC
2
321 East 21st Street, New York, NY Y 22 22 5/3/2007 2/20/2008 N
(212) 801-1000
95th IH Associates, LLC
3
95th Street Apartments, New York, NY Y 19 19 5/18/2000 5/3/2001 N
(212) 801-1000
Laguna Housing Partners, L.P.
4
Alice Court, Oakland, CA Y 27 27 1/27/2004 10/8/2004 N
(212) 801-1000
Amber Manor Limited Partnership
Amber Manor, DeKalb, IL Y 228 228 5/1/1997 4/3/1998 N
5 (212) 801-1000
Armory Plaza Preservation, L.P.
6
Armory Plaza, White Plains, NY Y 52 52 12/1/2007 12/30/2008 N
(212) 801-1000
Newport Housing Partners, L.P.
7
Bayview Landing, Newport Beach, CA Y 120 120 12/21/2005 7/28/2006 N
(212) 801-1000
Biscayne Apartments Associates, Ltd
Biscayne Woods Apartments, Leisure City FL Y 114 114 8/23/1994 12/5/1994 N
8 (212) 801-1000
CT Associates of Illinois, L.P.
9
Campbell Terrace Apartments, Chicago, IL Y 249 249 3/30/2004 12/31/2004 N
(212) 801-1000
Carousel Park Preservation, L.P.
Carousel Park, North Tonawanda, NY Y 162 162 5/1/2005 2/1/2006 N
10 (212) 801-1000
Cedarwood Associates of New York, L.P.
11
Cedarwood Apartments, Rochester, NY Y 206 206 6/25/2003 12/1/2003 N
(212) 801-1000
Homestead III Associates, Ltd
Colony Lakes, Homestead, FL Y 220 220 3/16/1995 10/20/1995 N
12 (212) 801-1000
Coronado Terrace Preservation, L.P.
13
Coronado Terrace, San Diego, CA Y 312 312 5/15/2002 2/19/2004 N
(212) 801-1000
Coyote Creek Housing Partners, L.P.
14
Coyote Creek, La Mirada, CA Y 161 161 4/29/1999 12/27/1999 N
(212) 801-1000
Mission Bay Housing Partners, L.P.
15
Crescent Cove, San Fransisco, CA Y 236 236 6/1/2007 12/21/2007 N
(212) 801-1000
Cutler Vista Preservation, L.P.
Cutler Vista, Miami, FL Y 216 216 8/31/2006 3/23/2007 N
16 (212) 801-1000
El Rancho Verde Preservation, L.P.
17
El Rancho Verde, San Jose, CA Y 700 700 7/31/2000 7/30/2002 N
(212) 801-1000
Fillmore Marketplace, L.P.
18
Fillmore Marketplace, San Francisco, CA Y 120 120 12/28/1995 12/30/1997 N
(212) 801-1000
Fontana II Housing Partners, L.P.
Fountains at Sierra, Fontana, CA Y 93 93 3/23/2005 12/16/2005 N
19 (212) 801-1000
Fontana III Housing Partners, L.P.
Gardens at Sierra, Fontana, CA Y 93 93 5/31/2005 9/20/2006 N
20 (212) 801-1000
Gerard Court Associate, LLC
21
Gerard Court, Bronx, NY Y 126 126 6/1/2000 2/26/2001 N
(212) 801-1000
Related Club West Housing Assoicates, Ltd.
Golfside Villas, Miami, FL N 194 194 7/1/1999 2/16/2000 N
22 (212) 801-1000
Gurnee Housing Preservation, L.P.
Gurnee Housing Apartments, Haverstraw, NY Y 97 97 7/25/2007 7/10/2008 N
23 (212) 801-1000
Hainlin Mill Apartments Associates, Ltd
24
Hainlin Mill, Cutler Ridge, FL Y 144 144 12/15/1995 7/26/1996 N
(212) 801-1000
Normont Terrace, L.P.
25
Harbor Village, Harbor City, CA Y 400 400 4/28/1998 12/29/1999 N
(212) 801-1000
Anaheim Revitalization Partners, L.P.
26
Hermosa Village, CA Y 463 463 12/1/2000 7/16/2002 N
(212) 801-1000
Highgate Associates, L.P.
27
Highgate, Atlantic City, NJ Y 161 107 11/1/1993 4/27/1995 N
(212) 801-1000
Jackson Park Limited Partnership
28
Highlands Tudor Manor, Chicago, IL Y 87 87 1/1/2001 3/25/2002 N
(212) 801-1000
Related/LL Second & Central, LLC
29
Hikari, Los Angeles, CA Y 130 26 12/5/2006 3/17/2008 N
(212) 801-1000
Hillview Glen L.P.
30
Hillview Glen, San Jose, CA Y 138 138 7/5/1994 7/18/1995 Y - Corrected
(212) 801-1000
Humboldt Ridge I L.P.
31
Humboldt Ridge I, Chicago, IL Y 50 50 10/31/2001 10/25/2002 N
(212) 801-1000
Humboldt Ridge II L.P.
32
Humboldt Ridge II, Chicago, IL Y 50 50 12/24/2001 11/1/2002 N
(212) 801-1000
St. Stephens Housing Partners, L.P.
33
Jean C. McKinney Manor, San Diego CA Y 50 50 1/21/2005 12/21/2005 N
(212) 801-1000
Sawgrass Pines Associates, Ltd
Lake of Deerfield, Deerfield Beach, FL N 212 212 10/28/1994 2/7/1996 N
34 (212) 801-1000
Cudahy Gardens Preservation, L.P.
35
Las Brisas, Cudahy, CA Y 100 100 3/1/1999 3/22/2000 N
(212) 801-1000
Riverside Gardens Preservation, L.P.
36
Linden Manor, Riverside, CA Y 192 192 3/1/1999 3/22/2000 N
(212) 801-1000
Oakland Coliseum Housing Partners, L.P.
37
Lions Creek Crossing, Oakland, CA Y 115 115 12/20/2005 3/7/2007 N
(212) 801-1000
Madison Park Place Limited Partnership
38
Madison Park Place, Springfield, IL Y 150 150 3/31/2000 7/27/2001 N
(212) 801-1000
Watergate II Properties, L.P. 7/31/2004 &
Marina Vista Apartments, Buffalo, NY Y 195 195 3/11/2004 N
39 (212) 801-1000 12/31/2004
McCarthy Manor Preservation, L.P.
40
McCarthy Manor, Syracuse, NY Y 176 176 10/4/2007 7/20/2008 N
(212) 801-1000
Noble Tower Preservation, L.P.
41
Noble Tower, Oakland, CA Y 195 195 2/20/2003 10/18/2005 N
(212) 801-1000
Fresno Northpointe Limited, L.P.
42
Northpointe Apartments, Fresno, CA Y 406 406 8/1/1998 12/10/2000 N
(212) 801-1000
Oak Park Preservation, L.P.
43
Oak Park Apartments, Roselle, NJ Y 254 254 12/15/2005 8/1/2006 Y - Corrected
(212) 801-1000
Oak Village Preservation, L.P.
44
Oak Village, Oakland CA Y 117 117 12/31/2004 11/4/2005 N
(212) 801-1000
Ocean Park Acquisition, L.P.
45
Ocean Park Apartments, Far Rockaway, NY Y 600 600 2/1/2005 12/31/2005 N
(212) 801-1000
Upper East Lease Associates, LLC
46
One Carnegie Hill, NY, NY Y 455 53 6/1/2006 12/26/2007 N
(212) 801-1000
Middletown Overlook Preservation, L.P.
47
Overlook Apts., Middletown, NY Y 100 100 12/9/2007 11/10/2008 N
(212) 801-1000
Parkside Glen, L.P.
48
Parkside Glen, San Jose, CA Y 180 180 10/29/1998 12/28/1999 N
(212) 801-1000
South of Romneya Housing Partners, L.P.
49
Paseo Village, Anaheim, CA Y 176 176 5/29/1997 2/5/1999 N
(212) 801-1000
Aliso Village Housing Partners, L.P.
3/18/2003 3/22/2004
Pueblo Del Sol, Los Angelos, CA Aliso Village II Housing Partners, L.P. Y 377 377 N
7/25/2003 10/18/2005
50 (212) 801-1000
Ninth Square Project L.P.
Residences at Ninth Square, New Haven, CT Y 335 193 11/24/1993 12/30/1993 N
51 (212) 801-1000
River Court Associates, LLC
52
River Court, Bronx, NY Y 126 126 1/1/2000 3/13/2001 N
(212) 801-1000
Riverhead Village Preservation, L.P.
53
River Pointe Apts., Riverhead, NY Y 135 135 8/1/2006 3/26/2007 N
(212) 801-1000
New Southtown Limited Partnership
54
Riverwest, Peoria, IL Y 153 153 4/23/2001 3/28/2003 N
(212) 801-1000
Roosevelt Square I, L.P.
55
Roosevelt Square, Chicago, IL Y 184 184 12/22/2005 10/11/2006 N
(212) 801-1000
Royal Coast Apartments Associates, Ltd
56
Royal Coast, Miami, FL Y 174 174 6/13/1995 1/30/1996 N
(212) 801-1000
KBF Related Amsterdam, L.P.
57
Sagamore, New York, NY Y 265 53 3/11/1998 6/2/1999 N
(212) 801-1000
Santa Clara Apartments, Ltd.
58
Santa Clara Apartments, Miami, FL N 208 208 10/2/2003 11/5/2004 N
(212) 801-1000
Sheridan Park Partners, L.P.
Sheridan Park Apartments, Chicago, IL Y 102 102 1/1/1996 5/5/1997 N
59 (212) 801-1000
Shiloh Village Associates, L.P.
60
Shiloh Village Apartments, Dallas TX Y 168 168 1/13/2004 12/15/2005 N
(212) 801-1000
Southern Hills Apartments / Orlando Apartments , Decatur Properties of Illinois, L.P.
61 Decatur, IL
Y 212 212 3/30/2004 12/17/2004 N
(212) 801-1000
Plaza Manor Preservation, L.P.
62
Summercrest, National City, CA Y 372 372 3/22/2001 11/15/2002 N
(212) 801-1000
Miami Sunset Bay Apartments, L.P.
Sunset Bay, Miami, FL N 308 308 10/12/2001 8/22/2002 N
63 (212) 801-1000
Congress Associates, Ltd
The Congress, Miami, FL N 129 129 2/4/1997 11/10/1999 N
64 (212) 801-1000
Rialto Housing Partners, L.P,
65
The Crossings, Rialto CA Y 100 100 8/16/2000 10/25/2001 N
(212) 801-1000
Related Broadway Development, LLC
The Lyric, New York, NY Y 285 71 12/1/2000 7/22/2004 N
66 (212) 801-1000
Related 96th Street Associates, L.P.
67
The Monterey, New York, NY Y 522 105 9/15/1992 9/12/1992 N
(212) 801-1000
Armory Place, LLC
68
The Sierra, New York, NY Y 213 44 5/1/2002 8/31/2004 N
(212) 801-1000
400 East 84th Street Associates, L.P.
69
The Strathmore, New York, NY Y 180 36 4/1/1997 6/24/1998 N
(212) 801-1000
23rd Chelsea Associates, LLC
70
The Tate, New York, NY Y 313 63 8/13/2002 8/2/2004 N
(212) 801-1000
20th and 7th Associates, LLC
71
The Westminster, New York, NY Y 254 52 2/1/2002 6/9/2003 N
(212) 801-1000
55th Clinton Associates, L.L.C.
72
The Westport, New York, NY Y 371 77 3/4/2004 3/28/2006 N
(212) 801-1000
Related Tiffany, L.P.
73
Tiffany Mews, Brooklyn, NY Y 70 70 10/1/1994 3/14/1995 N
(212) 801-1000
BPC Associates, L.P.
74
Tribeca Park, New York, NY Y 396 81 5/31/1999 6/19/2000 N
(212) 801-1000
Tribeca Equity Partners, L.P.
75
Tribeca Tower, New York, NY Y 440 88 12/31/1994 7/31/1995 N
(212) 801-1000
14th Street Associates, L.P.
76
Union Square South, New York, NY Y 240 52 7/1/1998 5/10/2000 N
(212) 801-1000
UC Associates of Illinois, L.P.
77
Universal City Apartments, Chicago, IL Y 160 160 12/15/2004 12/31/2005 N
(212) 801-1000
Vila Paseo Senior Residences, L.P.
78
Vila Paseo Senior Residences, Paso Robles, CA Y 110 110 1/1/2001 1/23/2008 N
(212) 801-1000
Santa Ana Heights Housing Project, L.P.
79
Village Heights, Santa Ana Heights, CA Y 75 75 4/30/1999 12/21/1999 N
(212) 801-1000
West Haverstraw Preservation, L.P.
Villages of West Haverstraw, Rockland County, NY Y 180 180 7/25/2007 8/5/2008 N
80 (212) 801-1000
Eastridge Partners, Ltd
Villas of Capri, Naples, FL Y 235 235 6/12/1997 12/19/1997 N
81 (212) 801-1000
Temple Edgeware Partners, L.P.
82
Vista Angelina, Los Angeles, CA Y 108 108 12/5/1995 1/6/1998 N
(212) 801-1000
Vista Terrace Hills Preservation, L.P.
83
Vista Terrace, San Ysidro, CA Y 262 262 12/12/2000 8/22/2002 N
(212) 801-1000
Walden Pond Associates, Ltd
84
Walden Pond, Miami, FL Y 290 290 10/20/1994 12/30/1994 N
(212) 801-1000
Walker Mews Preservation, L.P.
85
Walker Mews, Baltimore, MD Y 167 167 5/1/2008 2/10/2009 N
(212) 801-1000
Walnut Hill Preservation, L.P. 12/1/2003 &
86
Walnut Hill Apartments, Haverstraw, NY Y 180 180 5/22/2003 N
(212) 801-1000 1/31/2004
135th Street associates, L.P.
87
West 135 Street, New York, NY Y 9 9 2/4/1997 7/7/1998 N
(212) 801-1000
Willow Glen Housing Partners, L.P.
Willow Glen, San Jose, CA Y 135 135 2/5/2002 3/13/2003 N
88 (212) 801-1000
Winchester Gardens, Ltd
89
Winchester Gardens, Homestead, FL Y 117 117 4/10/1996 7/22/1996 N
(212) 801-1000
Westminster Housing Partners, L.P.
90
Windsor Court Stratford Place, Westminster, CA Y 86 86 5/31/2005 10/2/2006 N
(212) 801-1000
Golden Lake Housing Associates, Ltd.
91
Woodlake Apts., West Palm Beach, FL Y 224 224 5/8/1998 11/25/1998 N
(212) 801-1000
2nd PAGE TOTAL: 18,044 14,585
LIHTC as % of
GRAND TOTAL: 18,044 14,585 81% Total Unit
Schedule A: List of all Tax Credit Developments for Each Principal to this Certification
Complete the following, using separate page(s) as needed, for each principal. List all developments that have received allocations of tax credits under
Section 42 of the IRC.
Non-
Controlling Low compliance
General Total Income Placed in Found? Y/N
Development Name/Location Name of Ownership Entity and Phone Number Partner? (Y/N) Units Units Service Date 8609 Date (Explain Yes)
West 105th Street IH Associate, LLC
211 West 105th Street, New York, NY Y 11 11 8/25/2000 not dated N
1 (212) 801-1000
321 East 21st Street Associates, LLC
2
321 East 21st Street, New York, NY Y 22 22 5/3/2007 2/20/2008 N
(212) 801-1000
95th IH Associates, LLC
3
95th Street Apartments, New York, NY Y 19 19 5/18/2000 5/3/2001 N
(212) 801-1000
Laguna Housing Partners, L.P.
4
Alice Court, Oakland, CA Y 27 27 1/27/2004 10/8/2004 N
(212) 801-1000
Amber Manor Limited Partnership
Amber Manor, DeKalb, IL Y 228 228 5/1/1997 4/3/1998 N
5 (212) 801-1000
Armory Plaza Preservation, L.P.
6
Armory Plaza, White Plains, NY Y 52 52 12/1/2007 12/30/2008 N
(212) 801-1000
Newport Housing Partners, L.P.
7
Bayview Landing, Newport Beach, CA Y 120 120 12/21/2005 7/28/2006 N
(212) 801-1000
Biscayne Apartments Associates, Ltd
Biscayne Woods Apartments, Leisure City FL Y 114 114 8/23/1994 12/5/1994 N
8 (212) 801-1000
CT Associates of Illinois, L.P.
9
Campbell Terrace Apartments, Chicago, IL Y 249 249 3/30/2004 12/31/2004 N
(212) 801-1000
Carousel Park Preservation, L.P.
Carousel Park, North Tonawanda, NY Y 162 162 5/1/2005 2/1/2006 N
10 (212) 801-1000
Cedarwood Associates of New York, L.P.
11
Cedarwood Apartments, Rochester, NY Y 206 206 6/25/2003 12/1/2003 N
(212) 801-1000
Homestead III Associates, Ltd
Colony Lakes, Homestead, FL Y 220 220 3/16/1995 10/20/1995 N
12 (212) 801-1000
Coronado Terrace Preservation, L.P.
13
Coronado Terrace, San Diego, CA Y 312 312 5/15/2002 2/19/2004 N
(212) 801-1000
Coyote Creek Housing Partners, L.P.
14
Coyote Creek, La Mirada, CA Y 161 161 4/29/1999 12/27/1999 N
(212) 801-1000
Mission Bay Housing Partners, L.P.
15
Crescent Cove, San Fransisco, CA Y 236 236 6/1/2007 12/21/2007 N
(212) 801-1000
Cutler Vista Preservation, L.P.
Cutler Vista, Miami, FL Y 216 216 8/31/2006 3/23/2007 N
16 (212) 801-1000
Ebony Gardens Preservation, L.P.
17
Ebony Gardens, Mt. Vernon, NY Y 144 144 11/16/2004 4/1/2005 N
(212) 801-1000
El Rancho Verde Preservation, L.P.
18
El Rancho Verde, San Jose, CA Y 700 700 7/31/2000 7/30/2002 N
(212) 801-1000
Elmwood Square Preservation, L.P.
19
Elmwood Square Apartments, Buffalo, NY Y 144 144 11/1/2004 6/1/2005 N
(212) 801-1000
Fillmore Marketplace, L.P.
20
Fillmore Marketplace, San Francisco, CA Y 120 120 12/28/1995 12/30/1997 N
(212) 801-1000
Fontana II Housing Partners, L.P.
Fountains at Sierra, Fontana, CA Y 93 93 3/23/2005 12/16/2005 N
21 (212) 801-1000
Fontana III Housing Partners, L.P.
Gardens at Sierra, Fontana, CA Y 93 93 5/31/2005 9/20/2006 N
22 (212) 801-1000
Gerard Court Associate, LLC
23
Gerard Court, Bronx, NY Y 126 126 6/1/2000 2/26/2001 N
(212) 801-1000
Related Club West Housing Assoicates, Ltd.
Golfside Villas, Miami, FL N 194 194 7/1/1999 2/16/2000 N
24 (212) 801-1000
Gurnee Housing Preservation, L.P.
Gurnee Housing Apartments, Haverstraw, NY Y 97 97 7/25/2007 7/10/2008 N
25 (212) 801-1000
Hainlin Mill Apartments Associates, Ltd
26
Hainlin Mill, Cutler Ridge, FL Y 144 144 12/15/1995 7/26/1996 N
(212) 801-1000
Normont Terrace, L.P.
27
Harbor Village, Harbor City, CA Y 400 400 4/28/1998 12/29/1999 N
(212) 801-1000
Anaheim Revitalization Partners, L.P.
28
Hermosa Village, CA Y 463 463 12/1/2000 7/16/2002 N
(212) 801-1000
Highgate Associates, L.P.
29
Highgate, Atlantic City, NJ Y 161 107 11/1/1993 4/27/1995 N
(212) 801-1000
Jackson Park Limited Partnership
30
Highlands Tudor Manor, Chicago, IL Y 87 87 1/1/2001 3/25/2002 N
(212) 801-1000
Related/LL Second & Central, LLC
31
Hikari, Los Angeles, CA Y 130 26 12/5/2006 3/17/2008 N
(212) 801-1000
Hillview Glen L.P.
32
Hillview Glen, San Jose, CA Y 138 138 7/5/1994 7/18/1995 Y - Corrected
(212) 801-1000
Humboldt Ridge I L.P.
33
Humboldt Ridge I, Chicago, IL Y 50 50 10/31/2001 10/25/2002 N
(212) 801-1000
Humboldt Ridge II L.P.
34
Humboldt Ridge II, Chicago, IL Y 50 50 12/24/2001 11/1/2002 N
(212) 801-1000
St. Stephens Housing Partners, L.P.
35
Jean C. McKinney Manor, San Diego CA Y 50 50 1/21/2005 12/21/2005 N
(212) 801-1000
Sawgrass Pines Associates, Ltd
Lake of Deerfield, Deerfield Beach, FL N 212 212 10/28/1994 2/7/1996 N
36 (212) 801-1000
Cudahy Gardens Preservation, L.P.
37
Las Brisas, Cudahy, CA Y 100 100 3/1/1999 3/22/2000 N
(212) 801-1000
Riverside Gardens Preservation, L.P.
38
Linden Manor, Riverside, CA Y 192 192 3/1/1999 3/22/2000 N
(212) 801-1000
Oakland Coliseum Housing Partners, L.P.
39
Lions Creek Crossing, Oakland, CA Y 115 115 12/20/2005 3/7/2007 N
(212) 801-1000
Madison Park Place Limited Partnership
40
Madison Park Place, Springfield, IL Y 150 150 3/31/2000 7/27/2001 N
(212) 801-1000
Watergate II Properties, L.P. 7/31/2004 &
Marina Vista Apartments, Buffalo, NY Y 195 195 3/11/2004 N
41 (212) 801-1000 12/31/2004
McCarthy Manor Preservation, L.P.
42
McCarthy Manor, Syracuse, NY Y 176 176 10/4/2007 7/20/2008 N
(212) 801-1000
Noble Tower Preservation, L.P.
43
Noble Tower, Oakland, CA Y 195 195 2/20/2003 10/18/2005 N
(212) 801-1000
Fresno Northpointe Limited, L.P.
44
Northpointe Apartments, Fresno, CA Y 406 406 8/1/1998 12/10/2000 N
(212) 801-1000
Oak Park Preservation, L.P.
45
Oak Park Apartments, Roselle, NJ Y 254 254 12/15/2005 8/1/2006 Y - Corrected
(212) 801-1000
Oak Village Preservation, L.P.
46
Oak Village, Oakland CA Y 117 117 12/31/2004 11/4/2005 N
(212) 801-1000
Ocean Park Acquisition, L.P.
47
Ocean Park Apartments, Far Rockaway, NY Y 600 600 2/1/2005 12/31/2005 N
(212) 801-1000
Upper East Lease Associates, LLC
48
One Carnegie Hill, NY, NY Y 455 53 6/1/2006 12/26/2007 N
(212) 801-1000
Middletown Overlook Preservation, L.P.
49
Overlook Apts., Middletown, NY Y 100 100 12/9/2007 11/10/2008 N
(212) 801-1000
Parkside Glen, L.P.
50
Parkside Glen, San Jose, CA Y 180 180 10/29/1998 12/28/1999 N
(212) 801-1000
South of Romneya Housing Partners, L.P.
51
Paseo Village, Anaheim, CA Y 176 176 5/29/1997 2/5/1999 N
(212) 801-1000
Pilgrim Woods Preservation, L.P.
Pilgrim Woods Apartments, Middletown, NY Y 150 150 11/17/2004 12/1/2005 N
52 (212) 801-1000
Aliso Village Housing Partners, L.P.
3/18/2003 3/22/2004
Pueblo Del Sol, Los Angelos, CA Aliso Village II Housing Partners, L.P. Y 377 377 N
7/25/2003 10/18/2005
53 (212) 801-1000
Ninth Square Project L.P.
Residences at Ninth Square, New Haven, CT Y 335 193 11/24/1993 12/30/1993 N
54 (212) 801-1000
River Court Associates, LLC
55
River Court, Bronx, NY Y 126 126 1/1/2000 3/13/2001 N
(212) 801-1000
Riverhead Village Preservation, L.P.
56
River Pointe Apts., Riverhead, NY Y 135 135 8/1/2006 3/26/2007 N
(212) 801-1000
New Southtown Limited Partnership
57
Riverwest, Peoria, IL Y 153 153 4/23/2001 3/28/2003 N
(212) 801-1000
Roosevelt Square I, L.P.
58
Roosevelt Square, Chicago, IL Y 184 184 12/22/2005 10/11/2006 N
(212) 801-1000
Royal Coast Apartments Associates, Ltd
59
Royal Coast, Miami, FL Y 174 174 6/13/1995 1/30/1996 N
(212) 801-1000
KBF Related Amsterdam, L.P.
60
Sagamore, New York, NY Y 265 53 3/11/1998 6/2/1999 N
(212) 801-1000
Santa Clara Apartments, Ltd.
61
Santa Clara Apartments, Miami, FL N 208 208 10/2/2003 11/5/2004 N
(212) 801-1000
Sheridan Park Partners, L.P.
Sheridan Park Apartments, Chicago, IL Y 102 102 1/1/1996 5/5/1997 N
62 (212) 801-1000
Shiloh Village Associates, L.P.
63
Shiloh Village Apartments, Dallas TX Y 168 168 1/13/2004 12/15/2005 N
(212) 801-1000
South Port Mews Preservation, L.P.
South Main Apartments, Port Chester, NY Y 65 65 12/22/2004 11/1/2005 N
64 (212) 801-1000
Southern Hills Apartments / Orlando Apartments , Decatur Properties of Illinois, L.P.
65 Decatur, IL
Y 212 212 3/30/2004 12/17/2004 N
(212) 801-1000
Plaza Manor Preservation, L.P.
66
Summercrest, National City, CA Y 372 372 3/22/2001 11/15/2002 N
(212) 801-1000
Miami Sunset Bay Apartments, L.P.
Sunset Bay, Miami, FL N 308 308 10/12/2001 8/22/2002 N
67 (212) 801-1000
Congress Associates, Ltd
The Congress, Miami, FL N 129 129 2/4/1997 11/10/1999 N
68 (212) 801-1000
Rialto Housing Partners, L.P,
69
The Crossings, Rialto CA Y 100 100 8/16/2000 10/25/2001 N
(212) 801-1000
Related Broadway Development, LLC
The Lyric, New York, NY Y 285 71 12/1/2000 7/22/2004 N
70 (212) 801-1000
Armory Place, LLC
71
The Sierra, New York, NY Y 213 44 5/1/2002 8/31/2004 N
(212) 801-1000
400 East 84th Street Associates, L.P.
72
The Strathmore, New York, NY Y 180 36 4/1/1997 6/24/1998 N
(212) 801-1000
23rd Chelsea Associates, LLC
73
The Tate, New York, NY Y 313 63 8/13/2002 8/2/2004 N
(212) 801-1000
20th and 7th Associates, LLC
74
The Westminster, New York, NY Y 254 52 2/1/2002 6/9/2003 N
(212) 801-1000
55th Clinton Associates, L.L.C.
75
The Westport, New York, NY Y 371 77 3/4/2004 3/28/2006 N
(212) 801-1000
Related Tiffany, L.P.
76
Tiffany Mews, Brooklyn, NY Y 70 70 10/1/1994 3/14/1995 N
(212) 801-1000
BPC Associates, L.P.
77
Tribeca Park, New York, NY Y 396 81 5/31/1999 6/19/2000 N
(212) 801-1000
Tribeca Equity Partners, L.P.
78
Tribeca Tower, New York, NY Y 440 88 12/31/1994 7/31/1995 N
(212) 801-1000
14th Street Associates, L.P.
79
Union Square South, New York, NY Y 240 52 7/1/1998 5/10/2000 N
(212) 801-1000
UC Associates of Illinois, L.P.
80
Universal City Apartments, Chicago, IL Y 160 160 12/15/2004 12/31/2005 N
(212) 801-1000
Vila Paseo Senior Residences, L.P.
81
Vila Paseo Senior Residences, Paso Robles, CA Y 110 110 1/1/2001 1/23/2008 N
(212) 801-1000
Santa Ana Heights Housing Project, L.P.
82
Village Heights, Santa Ana Heights, CA Y 75 75 4/30/1999 12/21/1999 N
(212) 801-1000
West Haverstraw Preservation, L.P.
Villages of West Haverstraw, Rockland County, NY Y 180 180 7/25/2007 8/5/2008 N
83 (212) 801-1000
Eastridge Partners, Ltd
Villas of Capri, Naples, FL Y 235 235 6/12/1997 12/19/1997 N
84 (212) 801-1000
Temple Edgeware Partners, L.P.
85
Vista Angelina, Los Angeles, CA Y 108 108 12/5/1995 1/6/1998 N
(212) 801-1000
Vista Terrace Hills Preservation, L.P.
86
Vista Terrace, San Ysidro, CA Y 262 262 12/12/2000 8/22/2002 N
(212) 801-1000
Walden Pond Associates, Ltd
87
Walden Pond, Miami, FL Y 290 290 10/20/1994 12/30/1994 N
(212) 801-1000
Walker Mews Preservation, L.P.
88
Walker Mews, Baltimore, MD Y 167 167 5/1/2008 2/10/2009 N
(212) 801-1000
Walnut Hill Preservation, L.P. 12/1/2003 &
89
Walnut Hill Apartments, Haverstraw, NY Y 180 180 5/22/2003 N
(212) 801-1000 1/31/2004
135th Street associates, L.P.
90
West 135 Street, New York, NY Y 9 9 2/4/1997 7/7/1998 N
(212) 801-1000
Willow Glen Housing Partners, L.P.
Willow Glen, San Jose, CA Y 135 135 2/5/2002 3/13/2003 N
91 (212) 801-1000
Winchester Gardens, Ltd
92
Winchester Gardens, Homestead, FL Y 117 117 4/10/1996 7/22/1996 N
(212) 801-1000
Westminster Housing Partners, L.P.
93
Windsor Court Stratford Place, Westminster, CA Y 86 86 5/31/2005 10/2/2006 N
(212) 801-1000
Golden Lake Housing Associates, Ltd.
94
Woodlake Apts., West Palm Beach, FL Y 224 224 5/8/1998 11/25/1998 N
(212) 801-1000
2nd PAGE TOTAL: 18,025 14,983
LIHTC as % of
GRAND TOTAL: 18,025 14,983 83% Total Unit
Schedule A: List of all Tax Credit Developments for Each Principal to this Certification
Complete the following, using separate page(s) as needed, for each principal. List all developments that have received allocations of tax credits
under Section 42 of the IRC.
Michael Brenner Controlling G. P. of Proposed Project? Y
Principal's Name: Y or N
Non-
Controlling Low compliance
General Total Income Placed in Found? Y/N
Development Name/Location Name of Ownership Entity and Phone Number Partner? (Y/N) Units Units Service Date 8609 Date (Explain Yes)
West 105th Street IH Associate, LLC
211 West 105th Street, New York, NY Y 11 11 8/25/2000 not dated N
1 (212) 801-1000
321 East 21st Street Associates, LLC
2
321 East 21st Street, New York, NY Y 22 22 5/3/2007 2/20/2008 N
(212) 801-1000
95th IH Associates, LLC
3
95th Street Apartments, New York, NY Y 19 19 5/18/2000 5/3/2001 N
(212) 801-1000
Laguna Housing Partners, L.P.
4
Alice Court, Oakland, CA Y 27 27 1/27/2004 10/8/2004 N
(212) 801-1000
Amber Manor Limited Partnership
Amber Manor, DeKalb, IL Y 228 228 5/1/1997 4/3/1998 N
5 (212) 801-1000
Newport Housing Partners, L.P.
6
Bayview Landing, Newport Beach, CA Y 120 120 12/21/2005 7/28/2006 N
(212) 801-1000
Biscayne Apartments Associates, Ltd
Biscayne Woods Apartments, Leisure City FL Y 114 114 8/23/1994 12/5/1994 N
7 (212) 801-1000
CT Associates of Illinois, L.P.
8
Campbell Terrace Apartments, Chicago, IL Y 249 249 3/30/2004 12/31/2004 N
(212) 801-1000
Carousel Park Preservation, L.P.
Carousel Park, North Tonawanda, NY Y 162 162 5/1/2005 2/1/2006 N
9 (212) 801-1000
Cedarwood Associates of New York, L.P.
10
Cedarwood Apartments, Rochester, NY Y 206 206 6/25/2003 12/1/2003 N
(212) 801-1000
Homestead III Associates, Ltd
Colony Lakes, Homestead, FL Y 220 220 3/16/1995 10/20/1995 N
11 (212) 801-1000
Coronado Terrace Preservation, L.P.
12
Coronado Terrace, San Diego, CA Y 312 312 5/15/2002 2/19/2004 N
(212) 801-1000
Coyote Creek Housing Partners, L.P.
13
Coyote Creek, La Mirada, CA Y 161 161 4/29/1999 12/27/1999 N
(212) 801-1000
Mission Bay Housing Partners, L.P.
14
Crescent Cove, San Fransisco, CA Y 236 236 6/1/2007 12/21/2007 N
(212) 801-1000
Cutler Vista Preservation, L.P.
Cutler Vista, Miami, FL Y 216 216 8/31/2006 3/23/2007 N
15 (212) 801-1000
El Rancho Verde Preservation, L.P.
16
El Rancho Verde, San Jose, CA Y 700 700 7/31/2000 7/30/2002 N
(212) 801-1000
Fillmore Marketplace, L.P.
17
Fillmore Marketplace, San Francisco, CA Y 120 120 12/28/1995 12/30/1997 N
(212) 801-1000
Fontana II Housing Partners, L.P.
Fountains at Sierra, Fontana, CA Y 93 93 3/23/2005 12/16/2005 N
18 (212) 801-1000
Fontana III Housing Partners, L.P.
Gardens at Sierra, Fontana, CA Y 93 93 5/31/2005 9/20/2006 N
19 (212) 801-1000
Gerard Court Associate, LLC
20
Gerard Court, Bronx, NY Y 126 126 6/1/2000 2/26/2001 N
(212) 801-1000
Related Club West Housing Assoicates, Ltd.
Golfside Villas, Miami, FL N 194 194 7/1/1999 2/16/2000 N
21 (212) 801-1000
Gurnee Housing Preservation, L.P.
Gurnee Housing Apartments, Haverstraw, NY Y 97 97 7/25/2007 7/10/2008 N
22 (212) 801-1000
Hainlin Mill Apartments Associates, Ltd
23
Hainlin Mill, Cutler Ridge, FL Y 144 144 12/15/1995 7/26/1996 N
(212) 801-1000
Normont Terrace, L.P.
24
Harbor Village, Harbor City, CA Y 400 400 4/28/1998 12/29/1999 N
(212) 801-1000
Anaheim Revitalization Partners, L.P.
25
Hermosa Village, CA Y 463 463 12/1/2000 7/16/2002 N
(212) 801-1000
Highgate Associates, L.P.
26
Highgate, Atlantic City, NJ Y 161 107 11/1/1993 4/27/1995 N
(212) 801-1000
Jackson Park Limited Partnership
27
Highlands Tudor Manor, Chicago, IL Y 87 87 1/1/2001 3/25/2002 N
(212) 801-1000
Related/LL Second & Central, LLC
28
Hikari, Los Angeles, CA Y 130 26 12/5/2006 3/17/2008 N
(212) 801-1000
Hillview Glen L.P.
29
Hillview Glen, San Jose, CA Y 138 138 7/5/1994 7/18/1995 Y - Corrected
(212) 801-1000
Humboldt Ridge I L.P.
30
Humboldt Ridge I, Chicago, IL Y 50 50 10/31/2001 10/25/2002 N
(212) 801-1000
Humboldt Ridge II L.P.
31
Humboldt Ridge II, Chicago, IL Y 50 50 12/24/2001 11/1/2002 N
(212) 801-1000
St. Stephens Housing Partners, L.P.
32
Jean C. McKinney Manor, San Diego CA Y 50 50 1/21/2005 12/21/2005 N
(212) 801-1000
Sawgrass Pines Associates, Ltd
Lake of Deerfield, Deerfield Beach, FL N 212 212 10/28/1994 2/7/1996 N
33 (212) 801-1000
Cudahy Gardens Preservation, L.P.
34
Las Brisas, Cudahy, CA Y 100 100 3/1/1999 3/22/2000 N
(212) 801-1000
Riverside Gardens Preservation, L.P.
35
Linden Manor, Riverside, CA Y 192 192 3/1/1999 3/22/2000 N
(212) 801-1000
Oakland Coliseum Housing Partners, L.P.
36
Lions Creek Crossing, Oakland, CA Y 115 115 12/20/2005 3/7/2007 N
(212) 801-1000
Madison Park Place Limited Partnership
37
Madison Park Place, Springfield, IL Y 150 150 3/31/2000 7/27/2001 N
(212) 801-1000
Watergate II Properties, L.P. 7/31/2004 &
Marina Vista Apartments, Buffalo, NY Y 195 195 3/11/2004 N
38 (212) 801-1000 12/31/2004
McCarthy Manor Preservation, L.P.
39
McCarthy Manor, Syracuse, NY Y 176 176 10/4/2007 7/20/2008 N
(212) 801-1000
Noble Tower Preservation, L.P.
40
Noble Tower, Oakland, CA Y 195 195 2/20/2003 10/18/2005 N
(212) 801-1000
Fresno Northpointe Limited, L.P.
41
Northpointe Apartments, Fresno, CA Y 406 406 8/1/1998 12/10/2000 N
(212) 801-1000
Oak Village Preservation, L.P.
42
Oak Village, Oakland CA Y 117 117 12/31/2004 11/4/2005 N
(212) 801-1000
Ocean Park Acquisition, L.P.
43
Ocean Park Apartments, Far Rockaway, NY Y 600 600 2/1/2005 12/31/2005 N
(212) 801-1000
Upper East Lease Associates, LLC
44
One Carnegie Hill, NY, NY Y 455 53 6/1/2006 12/26/2007 N
(212) 801-1000
Middletown Overlook Preservation, L.P.
45
Overlook Apts., Middletown, NY Y 100 100 12/9/2007 11/10/2008 N
(212) 801-1000
Parkside Glen, L.P.
46
Parkside Glen, San Jose, CA Y 180 180 10/29/1998 12/28/1999 N
(212) 801-1000
South of Romneya Housing Partners, L.P.
47
Paseo Village, Anaheim, CA Y 176 176 5/29/1997 2/5/1999 N
(212) 801-1000
Aliso Village Housing Partners, L.P.
3/18/2003 3/22/2004
Pueblo Del Sol, Los Angelos, CA Aliso Village II Housing Partners, L.P. Y 377 377 N
7/25/2003 10/18/2005
48 (212) 801-1000
Ninth Square Project L.P.
Residences at Ninth Square, New Haven, CT Y 335 193 11/24/1993 12/30/1993 N
49 (212) 801-1000
River Court Associates, LLC
50
River Court, Bronx, NY Y 126 126 1/1/2000 3/13/2001 N
(212) 801-1000
Riverhead Village Preservation, L.P.
51
River Pointe Apts., Riverhead, NY Y 135 135 8/1/2006 3/26/2007 N
(212) 801-1000
New Southtown Limited Partnership
52
Riverwest, Peoria, IL Y 153 153 4/23/2001 3/28/2003 N
(212) 801-1000
Roosevelt Square I, L.P.
53
Roosevelt Square, Chicago, IL Y 184 184 12/22/2005 10/11/2006 N
(212) 801-1000
Royal Coast Apartments Associates, Ltd
54
Royal Coast, Miami, FL Y 174 174 6/13/1995 1/30/1996 N
(212) 801-1000
KBF Related Amsterdam, L.P.
55
Sagamore, New York, NY Y 265 53 3/11/1998 6/2/1999 N
(212) 801-1000
Santa Clara Apartments, Ltd.
56
Santa Clara Apartments, Miami, FL N 208 208 10/2/2003 11/5/2004 N
(212) 801-1000
Sheridan Park Partners, L.P.
Sheridan Park Apartments, Chicago, IL Y 102 102 1/1/1996 5/5/1997 N
57 (212) 801-1000
Shiloh Village Associates, L.P.
58
Shiloh Village Apartments, Dallas TX Y 168 168 1/13/2004 12/15/2005 N
(212) 801-1000
Southern Hills Apartments / Orlando Apartments , Decatur Properties of Illinois, L.P.
59 Decatur, IL
Y 212 212 3/30/2004 12/17/2004 N
(212) 801-1000
Plaza Manor Preservation, L.P.
60
Summercrest, National City, CA Y 372 372 3/22/2001 11/15/2002 N
(212) 801-1000
Miami Sunset Bay Apartments, L.P.
Sunset Bay, Miami, FL N 308 308 10/12/2001 8/22/2002 N
61 (212) 801-1000
Congress Associates, Ltd
The Congress, Miami, FL N 129 129 2/4/1997 11/10/1999 N
62 (212) 801-1000
Rialto Housing Partners, L.P,
63
The Crossings, Rialto CA Y 100 100 8/16/2000 10/25/2001 N
(212) 801-1000
Related Broadway Development, LLC
The Lyric, New York, NY Y 285 71 12/1/2000 7/22/2004 N
64 (212) 801-1000
Armory Place, LLC
65
The Sierra, New York, NY Y 213 44 5/1/2002 8/31/2004 N
(212) 801-1000
400 East 84th Street Associates, L.P.
66
The Strathmore, New York, NY Y 180 36 4/1/1997 6/24/1998 N
(212) 801-1000
23rd Chelsea Associates, LLC
67
The Tate, New York, NY Y 313 63 8/13/2002 8/2/2004 N
(212) 801-1000
20th and 7th Associates, LLC
68
The Westminster, New York, NY Y 254 52 2/1/2002 6/9/2003 N
(212) 801-1000
55th Clinton Associates, L.L.C.
69
The Westport, New York, NY Y 371 77 3/4/2004 3/28/2006 N
(212) 801-1000
Related Tiffany, L.P.
70
Tiffany Mews, Brooklyn, NY Y 70 70 10/1/1994 3/14/1995 N
(212) 801-1000
BPC Associates, L.P.
71
Tribeca Park, New York, NY Y 396 81 5/31/1999 6/19/2000 N
(212) 801-1000
Tribeca Equity Partners, L.P.
72
Tribeca Tower, New York, NY Y 440 88 12/31/1994 7/31/1995 N
(212) 801-1000
14th Street Associates, L.P.
73
Union Square South, New York, NY Y 240 52 7/1/1998 5/10/2000 N
(212) 801-1000
UC Associates of Illinois, L.P.
74
Universal City Apartments, Chicago, IL Y 160 160 12/15/2004 12/31/2005 N
(212) 801-1000
Vila Paseo Senior Residences, L.P.
75
Vila Paseo Senior Residences, Paso Robles, CA Y 110 110 1/1/2001 1/23/2008 N
(212) 801-1000
Santa Ana Heights Housing Project, L.P.
76
Village Heights, Santa Ana Heights, CA Y 75 75 4/30/1999 12/21/1999 N
(212) 801-1000
Eastridge Partners, Ltd
Villas of Capri, Naples, FL Y 235 235 6/12/1997 12/19/1997 N
77 (212) 801-1000
Temple Edgeware Partners, L.P.
78
Vista Angelina, Los Angeles, CA Y 108 108 12/5/1995 1/6/1998 N
(212) 801-1000
Vista Terrace Hills Preservation, L.P.
79
Vista Terrace, San Ysidro, CA Y 262 262 12/12/2000 8/22/2002 N
(212) 801-1000
Walden Pond Associates, Ltd
80
Walden Pond, Miami, FL Y 290 290 10/20/1994 12/30/1994 N
(212) 801-1000
Walker Mews Preservation, L.P.
81
Walker Mews, Baltimore, MD Y 167 167 5/1/2008 2/10/2009 N
(212) 801-1000
Walnut Hill Preservation, L.P. 12/1/2003 &
82
Walnut Hill Apartments, Haverstraw, NY Y 180 180 5/22/2003 N
(212) 801-1000 1/31/2004
135th Street associates, L.P.
83
West 135 Street, New York, NY Y 9 9 2/4/1997 7/7/1998 N
(212) 801-1000
Willow Glen Housing Partners, L.P.
Willow Glen, San Jose, CA Y 135 135 2/5/2002 3/13/2003 N
84 (212) 801-1000
Winchester Gardens, Ltd
85
Winchester Gardens, Homestead, FL Y 117 117 4/10/1996 7/22/1996 N
(212) 801-1000
Westminster Housing Partners, L.P.
86
Windsor Court Stratford Place, Westminster, CA Y 86 86 5/31/2005 10/2/2006 N
(212) 801-1000
Golden Lake Housing Associates, Ltd.
87
Woodlake Apts., West Palm Beach, FL Y 224 224 5/8/1998 11/25/1998 N
(212) 801-1000
2nd PAGE TOTAL: 17,036 13,994
LIHTC as % of
GRAND TOTAL: 17,036 13,994 82% Total Unit
Schedule A: List of all Tax Credit Developments for Each Principal to this Certification
Complete the following, using separate page(s) as needed, for each principal. List all developments that have received allocations of tax credits under
Section 42 of the IRC.
Non-
Controlling Low compliance
General Income Placed in Found? Y/N
Development Name/Location Name of Ownership Entity and Phone Number Partner? (Y/N) Total Units Units Service Date 8609 Date (Explain Yes)
Biscayne Apartment Associates, Ltd
Biscayne Woods Apartments, Leisure City FL N 114 114 8/23/1994 12/5/1994 N
1 (212) 801-1000
Cutler Hammock Preservation, L.P.
Cutler Hammock, Miami, FL N 262 262 2/7/2007 11/9/2007 N
2 (212) 801-1000
Cutler Vista Preservation, L.P.
Cutler Vista, Miami, FL N 216 216 8/31/2006 3/23/2007 N
3 (212) 801-1000
Middletown Overlook Preservation, L.P.
Overlook Apts., Middletown, NY N 100 100 12/9/2007 11/10/2008 N
4 (212) 801-1000
Pilgrim Woods Preservation, L.P.
Pilgrim Woods Apartments, Middletown, NY N 150 150 11/17/2004 12/1/2005 N
5 (212) 801-1000
Irondequoit Preservation, L.P.
Sycamore Green, Rochester, NY N 195 195 7/18/2007 8/20/2008 N
6 (212) 801-1000
West Haverstraw Preservation, L.P.
Villages of West Haverstraw, Rockland County, NY N 180 180 7/25/2007 8/5/2008 N
7 (212) 801-1000
Walnut Hill Preservation, L.P. 12/1/2003 &
Walnut Hill Apartments, Haverstraw, NY N 180 180 5/22/2003 N
8 (212) 801-1000 1/31/2004
2nd PAGE TOTAL: 1,397 1,397
LIHTC as % of
GRAND TOTAL: 1,397 1,397 100% Total Unit
Schedule A: List of all Tax Credit Developments for Each Principal to this Certification
Complete the following, using separate page(s) as needed, for each principal. List all developments that have received allocations of tax credits under
Section 42 of the IRC.
Non-
Controlling Low compliance
Name of Ownership Entity and Phone General Total Income Placed in Found? Y/N
Development Name/Location Number Partner? (Y/N) Units Units Service Date 8609 Date (Explain Yes)
Armory Plaza Preservation, L.P.
Armory Plaza, White Plains, NY N 52 52 12/1/2007 12/30/2008 N
1 (212) 801-1000
Cutler Vista Preservation, L.P.
Cutler Vista, Miami, FL N 216 216 8/31/2006 3/23/2007 N
2 (212) 801-1000
Riverwalk I Preservation, L.P.
Riverwalk I Apartments, Miami, FL N 123 123 3/20/2008 3/17/2009 N
3 (212) 801-1000
2nd PAGE TOTAL: 391 391
LIHTC as % of
GRAND TOTAL: 391 391 100% Total Unit
Schedule A: List of All Tax Credit Developments for Each Principal to this Certification
Complete the following, using separate page(s) as needed, for each principal. List all developments that have
received allocations of tax credits under Section 42 of the IRC.
Akiim Kiambu Barber Controlling G. P. of Proposed Project? N
Principal's Name: Y or N
Controlling Non-
General Total Low compliance
Name of Ownership Entity and Partner? Total Dev. Income Placed in 8609(s) Issue Found? Y/N
Development Name/Location Phone Number (Y/N) Units Units Service Date Date (Explain Yes)
1 None N/A N/A N/A N/A N/A N/A N/A
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
LIHTC as % of
1st PAGE TOTAL: 0 0 #DIV/0! Total Units
Schedule A: List of All Tax Credit Developments for Each Principal to this Certification
Complete the following, using separate page(s) as needed, for each principal. List all developments that have
received allocations of tax credits under Section 42 of the IRC.
Mark Lepselter Controlling G. P. of Proposed Project? N
Principal's Name: Y or N
Controlling Non-
General Total Low compliance
Name of Ownership Entity and Partner? Total Dev. Income Placed in 8609(s) Issue Found? Y/N
Development Name/Location Phone Number (Y/N) Units Units Service Date Date (Explain Yes)
1 None N/A N/A N/A N/A N/A N/A N/A
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
LIHTC as % of
1st PAGE TOTAL: 0 0 #DIV/0! Total Units
Schedule A: List of All Tax Credit Developments for Each Principal to this Certification
Complete the following, using separate page(s) as needed, for each principal. List all developments that have
received allocations of tax credits under Section 42 of the IRC.
Drew Sheinman Controlling G. P. of Proposed Project? N
Principal's Name: Y or N
Controlling Non-
General Total Low compliance
Name of Ownership Entity and Partner? Total Dev. Income Placed in 8609(s) Issue Found? Y/N
Development Name/Location Phone Number (Y/N) Units Units Service Date Date (Explain Yes)
1 None N/A N/A N/A N/A N/A N/A N/A
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
LIHTC as % of
1st PAGE TOTAL: 0 0 #DIV/0! Total Units
Schedule A: List of All Tax Credit Developments for Each Principal to this Certification
Complete the following, using separate page(s) as needed, for each principal. List all developments that have
received allocations of tax credits under Section 42 of the IRC.
Joseph A. Baratta Controlling G. P. of Proposed Project? N
Principal's Name: Y or N
Controlling Non-
General Total Low compliance
Name of Ownership Entity and Partner? Total Dev. Income Placed in 8609(s) Issue Found? Y/N
Development Name/Location Phone Number (Y/N) Units Units Service Date Date (Explain Yes)
1 None N/A N/A N/A N/A N/A N/A N/A
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
LIHTC as % of
1st PAGE TOTAL: 0 0 #DIV/0! Total Units
Schedule A: List of All Tax Credit Developments for Each Principal to this Certification
Complete the following, using separate page(s) as needed, for each principal. List all developments that have
received allocations of tax credits under Section 42 of the IRC.
Arthur L. Aidala Controlling G. P. of Proposed Project? N
Principal's Name: Y or N
Controlling Non-
General Total Low compliance
Name of Ownership Entity and Partner? Total Dev. Income Placed in 8609(s) Issue Found? Y/N
Development Name/Location Phone Number (Y/N) Units Units Service Date Date (Explain Yes)
1 None N/A N/A N/A N/A N/A N/A N/A
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
LIHTC as % of
1st PAGE TOTAL: 0 0 #DIV/0! Total Units
Treemont Village Preservation, L.P.
Treemont Village Preservation, L.P.
Treemont
Treemont Village
Village Mark
Mark Carbone
Carbone
Preservation
Preservation GP,
GP, LLC
LLC 99.99%
99.99% Limited
Limited Partner
Partner
.01%
.01% General
General Partner
Partner
Related
Related Apartment
Apartment MRAP,
MRAP, LLC
LLC Tiki
Tiki Ventures
Ventures VA1,
VA1, LLC
LLC Affordable
Affordable Holdings,
Holdings, LLC
LLC
Preservation,
Preservation, LLC
LLC 16%
16%Member
Member 10%
10%Member
Member 5%
5%Member
Member
69%
69%Member
Member
The
The Related
Related Companies,
Companies, L.P.
L.P. Mark
Mark E.
E. Carbone
Carbone Matthew
MatthewFinkle
Finkle
100%
100%Member
Member 100%
100%Member
Member 100%
100%Member
Member
Akiim
Akiim Kiambu
Kiambu Barber
Barber Mark
Mark Lepselter
Lepselter Drew
Drew Sheinman
Sheinman Joseph
Joseph AA Baratta
Baratta Arthur
Arthur L.
L. Aidala
Aidala
51%
51%Member
Member 24.5%
24.5% Member
Member 12.25%
12.25% Member
Member 6.125
6.125 %
%Member
Member 6.125%
6.125% Member
Member
Stephen
Stephen M.
M. Ross
Ross Jeff
Jeff T.
T. Blau
Blau Bruce
Bruce A.
A. Beal
Beal Michael
Michael Brenner
Brenner
86.5%
86.5% Member
Member 88 %
% Member
Member 4.5%
4.5% Member
Member 1%
1%Member
Member
5/12/2009
TAB F
(Architect’s Certification)
Relocation Assistance Plan
Treemont Village Apartments
Temporary Relocation Plan
This plan has been prepared in order to inform current residents of the intended
renovation of Treemont Village Apartments and of measures planned by the owner of the
property to minimize the impact of this renovation on residents. This plan is believed and
intended to meet all requirements of the Virginia Housing Development Authority
(“Authority”) and shall be amended where necessary if found deficient by the Authority.
The plan is organized in the following five sections:
1) Contact Information
Owner/Developer
Name Treemont Village Preservation, L.P.
Contact Person Matthew Finkle
Address 60 Columbus Circle
New York, NY 10023
Phone 212-801-1073
Management Company
Name F&W Management Corporation
Contact Person Cricket Chittum
Address 3500 Locust Avenue
Buena Vista, VA 224416
Phone 540-261-6685
Individual apartments will also be significantly improved with such items as new kitchen
and bathroom cabinetry and countertops, new flooring, installation of new lighting, new
appliances, new HVAC systems, and painting. Replacement of existing kitchen and
bathroom cabinetry will require each resident to remove all of their belongings from their
kitchen and bathrooms prior to work beginning on their apartment. Furniture and
belongings from rooms other than the kitchen and bathroom need not be packed or
moved. Packed-up kitchen and bathroom items may be kept in unaffected rooms and
closets for easy unpacking once work is completed. Renovations in most apartments
should take no more than four days to complete. Management staff will inform each
resident well in advance of the date when their apartment is to be renovated to allow
ample time for packing up belongings .
Renovations of individual apartments are scheduled to begin in Early 2010. Work shall
progress a building at a time, with all apartments completed in a building within two to
three weeks. All apartments in all buildings are scheduled for completion by end of 2010.
Treemont Village will also assist its residents in the packing of their kitchen and
bathrooms by providing packing materials such as cardboard boxes, tape, wrapping
paper, etc.
Management staff will be available throughout this process to answer questions and
provide any assistance.
Construction crews will be responsible for maintaining a clean, safe site as they perform
their work. Construction work, particularly that which is loud or disturbing, will be
scheduled between 8AM-5PM and ample notice will be provided to all residents prior to
doing any work that requires access to their unit or otherwise affects them.
We will work to ensure that the renovation of the property causes as little inconvenience
to each resident as possible and are confident that each resident will be very happy with
the new Treemont Village.
TAB H
(PHA/Section 8 Notification Letter)
TAB I
(Local CEO Letter)
The original CEO Support Letter was mailed directly to VHDA by the locality.
TAB K
(Site Control Documentation)
TAB M
(Zoning Certification Letter)
TAB N
(Copies of 8609’s To Certify Developer Experience)
TAB Q
(Documentation of Rental Assistance)
TAB R
(Documentation of Operating Budget)
TAB S
(Documentation of Project Budget)
Treemont Village Apartments ‐ Buena Vista, VA
Proposed Rehab Budget
Unit
Item Quantity Cost Sub‐Total
Bathrooms
Vanity 60 $425 $25,500
Lighting upgrade 60 $150 $9,000
Low Flow Showerhead 60 $35 $2,100
Low Flow Water Closet 60 $400 $24,000
Replaces Exhaust Fan 60 $125 $7,500
Tub Surround 25 $1,200 $30,000
Painting 60 $75 $4,500
New VCT / Linoleum Floor 60 $250 $15,000
Kitchens
Cabinet Replacements 60 $2,400 $144,000
Counters 60 $300 $18,000
Refrigerators‐Energy Star 60 $495 $29,700
Stoves 60 $455 $27,300
Range Hood 60 $125 $7,500
Dishwashers ‐ none exist 60 $750 $45,000
Lighting Replacement 60 $150 $9,000
Sinks‐stainless steel (single bowl) 60 $160 $9,600
Faucets‐single lever 60 $100 $6,000
New VCT flooring w/reducer strip 60 $250 $15,000
Outlet @ Range 120 $100 $12,000
Painting 60 $100 $6,000
General Interior (BR/LR/DR)
Tankless Water Heaters 60 $1,250 $75,000
Floor Repairs 20 $3,500 $70,000
Window Treatments 60 $125 $7,500
Replace Unit Lighting‐Hallway 120 $125 $15,000
Replace Unit Lighting ‐ BR's, closets: lamps only 240 $10 $2,400
ADA requirements 3 $17,500 $52,500
Entrance Doors 20 $800 $16,000
Hard Wire Smoke CO2 Detectors 60 $135 $8,100
Duct Cleaning 60 $200 $12,000
Grille Replacement 60 $250 $15,000
Furnace replacement w/AC‐compressor
2BR Furnace/SEER 14 48 $3,100 $148,800
3BR Furnace/SEER 14 12 $3,300 $39,600
Common Areas
Office Upgrade‐Paint, Flooring & ADA baths 1 $12,075 $12,075
Laundry Room upgrades ‐ paint & flooring 1 $2,500 $2,500
Building Envelope
Breezeway Repairs ‐ minor stair work, conc. patch 6 $1,500 $9,000
Treemont Village Apartments ‐ Buena Vista, VA
Proposed Rehab Budget
Unit
Item Quantity Cost Sub‐Total
Extend Roof Lines 12 $3,000 $36,000
Gutters & Leaders 6 $1,800 $10,800
Aluminum Fascia Board 6 $1,800 $10,800
Attic Insulation 6 $1,500 $9,000
Window Replacement 220 $400 $88,000
Sliding Door Replacement 10 $800 $8,000
Site Improvements
Cost Breakdown per unit (60)
Building Interiors $11,571 $908,600
Common Areas $315 $14,575
Site Improvements $2,581 $288,000
Building Envelope $4,981 $171,600
TOTAL $23,046 $1,382,775
Full Rehabilitation Budget per unit (60)
General Conditions (6%) $1,383 $82,967
Overhead (6%) $1,383 $82,967
Profit (2%) $461 $27,656
Contingency (5%) $1,152 $69,139
TOTAL $26,273 $1,576,364
TAB W
(Original Attorney’s Opinion)
TAB Y
(Marketing Plan for units meeting accessibility
requirements of HUD section 504)
TREEMONT APARTMENTS
MARKETING PLAN FOR UNITS MEETING
ACCESSIBILITY REQUIREMENTS OF HUD SECTION 504
To carry out the goals set forth under this Plan, it is necessary to attract qualified
residents from varied social and economic levels for these specially adapted
units. Attraction of prospective residents will be accomplished by using a wide
variety of advertising techniques, which may include broadcasting media,
newspaper advertisements (News Gazette), brochures, signs, model apartments,
open houses, etc. All marketing attempts will include the appropriate Equal
Housing logo, slogan, or statement. Any qualified individual will have the
opportunity to apply for an apartment. Applications will be accepted and
processed in a reasonable, prompt, and courteous manner, without regard to
race, color, religion, national origin, sex, elderliness, familial status, or handicap.
Rockbridge Weekly
107 E. Washington Street
Lexington, VA 24450
(540) 464-6600
United Way
218 S Main Street, # D,
Lexington, VA 24450
540-463-4482
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:
Tim Dudley
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.
Name:
Michael Clements
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: City of Buena Vista
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: 9906.00
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 60 # bedrooms 132
% Low-Income Units 100%
Number of new units # bedrooms
Number of adaptive reuse units # bedrooms
Number of rehabilitation units 60 # bedrooms 132
Total number of all units 60 Total # bedrooms 132
2. Floor Area:
Gross Residential Floor Area 55,303.88
Commercial Floor Area
Low-Income Floor Area 55,303.88
% Low-Income Unit Floor Area 100%
3. Number/Age of Buildings
Number of Buildings 5
Age of Building(s) 26 years Number of stories: 3
5. Building Systems:
Describe Heating/AC System: Heat: Forced Hot Air (Gas), A/C: Split System
A. Owner Information
Owner Name: Treemont Village Preservation, L.P. Phone: (212) 801 - 1073
Best Person to Contact: Matthew Finkle
Street Address: 60 Columbus Circle
City, State & Zip: New York NY 10023
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
Treemont Village Preservation GP, LLC (212) 801-1073 General Partner 0.01%
Stephen M. Ross (212) 421-5333 Member 86.5% of GP
Jeff T. Blau (212) 421-5333 Member 8.0% of GP
Bruce A. Beal (212) 421-5333 Member 4.5% of GP
Michael J. Brenner (212) 421-5333 Member 1.0% of GP
B. Seller Information:
Seller Name: Buena Vista Place Limited Partnership
Seller Phone: (540) 725-8101
Street Address: 3130 Chaparral Drive SW
City, State & Zip: Roanoke VA 24018
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
Name
Street Address
City, State & Zip:
City State Zip