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TAB A(Documentation of Development Location)
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TAB A.1(Qualified Census Tract Certification)
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Qualified Census Tract Certification
Development Name: Dove Street ApartmentsTracking #: 2011-C-22
1. General Instructions This Certification must be included with the Application (by Application Deadline,
3/12/11).
The Owner/Developer completes this Certification.
Any change in this form may result in a reduction of points under the scoring system. Ifyou have any questions, please call Jim Chandler at VHDA (804) 343-5786.
2. Definition of Qualified Census Tract
Pursuant to 42(d)(5)(C)(ii) of the IRC, a qualified census tract is, (I) Any census tract
which is designated by the Secretary of Housing and Urban Development and, for the most recent year for which census data are available on household income insuch tract, either in which 50% or more of the households have an income which isless than 60% of the area median gross income (AMGI) for such year or which has apoverty rate of at least 25%. If the Secretary of Housing and Urban Developmentdetermines that sufficient data for any period are not available to apply this clauseon the basis of census tracts, such Secretary shall apply this clause for such period onthe basis of enumeration districts. (II) The portion of a metropolitan statistical area(MSA) which may be designated shall not exceed an area having 20% of thepopulation of such MSA. (III) Each MSA shall be treated as a separate area and allnon-metropolitan areas in a State shall be treated as one area.
3. Census Tract #(s):
51760011000
X To determine the developments census tract, go to http://map.sba.gov/hubzone/init.asp andput in the development address or county. The census tract number will be revealedafter pressing the search button. On a rare occasion, when a development spansmore than one census tract, this website may show incomplete information. IF thesubject development is across census tracts, please list each census tract by number and provide supporting documentation.
X Attach a map showing census tract boundaries and the developments location!
4. Property Description
X Attach a property description, e.g. building address, legal description, etc.
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DETERMINATION OF WHETHER AN ADDRESS IS IN A HUBZONE
1100 Dove Street, Richmond VA, 23222 is located in Census Tract "51760011000" which IS HUBZone qualified.
The map below shows the relationship of this address (marked with a star) to qualified HUBZone areas. Below the map, youmay find information on why the address was found to be in a HUBZone Area.
BASIS OF HUBZONE DETERMINATION
If your firm's principal office is located in this area which is qualified as a HUBZone (Principal office means the locationwhere the greatest number of the concern's employees at any one location perform their work.,13 CFR PART 126.103), you
U.S. Map Address-Town-CountySearch HelpText-Only
Version
User can also definedisplay area by employingthe dragging function of the mouse/cursor.Dragging can be used torecenter the map.
Is the address located in a Metropolitan Area? YESIs the address located in a qualified or redesignated census tract? YES
Is the address located in a BRAC Commission-closed former military base? NO
Is the address located in a Difficult Development Area? NO
Is the address located in an Indian Country area? NO
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are encouraged to apply for the HUBZone Empowerment Contracting Program.
You may apply now for HUBZone Certification
Or enter an ADDRESS, TOWN or COUNTY to Search
Address (include either City & State or ZIP Code - omitaddress to zoom map to a city or ZIP code area)Street Address:
City & State:
ZIP Code:
Search Reset
County
County:
State:
Search Reset
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TAB A.2 (Revitalization Area Certification)
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TAB A.2 (Location Map)
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Address 1100 Dove StRichmond, VA 23222
2011 Google - Map data 2011 Google -
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TAB A.2 (Surveyors Certification of Proximity To Public Transportation)
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Dove St. Apartments
RRHA ControlledTaxable Entity
Crosland Dove St LLC
(Managing Member)(VA LLC)
Dove Street LLC (Owner
VA LLC)
Investor (LIHTC
Member)
Dove St Apartments
1 0 %
. 01 %
99.99%
Dove Managers, LLC
(NC LLC)
1 %
Dove Street Partners, LLC
John Crosland III1%
89 %
100%
100%
RRHA
Anthony ScottExecutive Director
RRHA 10%
Dionne Nelson45.39%
Darryl Hemminger43.61%
4 9 % 51%
1 0 0 %
1 0 0 %
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TAB C (VA SCC Certification)
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TAB D (Principals Previous Participation Certification)
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JOHN CROSLAND, IIICrosland Board of DirectorsVice Chairman of the Board
John Crosland, III, is an owner of Crosland, LLC and is currently a member of its board of directors. Previously, John worked at Crosland and formed and oversaw the operations of a homebuilding company, the Yorkshire Company, for several years. He is now active inprivate capital investment and with the John Crosland III Foundation.
Croslands experience in affordable housing extends back over 60 years. Since 1989, it hasbuilt or developed approximately 50 subsidized communities and 3,500 units. Itsdevelopment experience in mixed finance transactions is substantial. It has used sourcessuch as HOPE VI, low income housing tax credits, tax-exempt bonds, HOME and Community
Development Block Grant (CDBG) funds, and Federal Home Loan Bank Affordable HousingProgram funds. Crosland has developed nine HOPE VI communities with over 800 units. It also has financed 27 low income housing tax credit projects with approximately 2,000units. All of these projects have had layered financing, and 10 have included public housingACC units. One has included project based section eight units.
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DIONNE NELSON
Senior Vice President
Tenure with Crosland Since 2007
Professional Experience Dionne is Senior Vice President of affordable housing development and operations.She is responsible for identifying new affordable development opportunities andmanaging the execution of these projects, including acquiring sites, conductingfeasibility studies, retaining and managing design professionals, obtaining project financing, gaining entitlements and regulatory approvals, supervising general
contractor activities during project construction, and providing oversight of initialleaseup.
In her operations role, she is responsible for the strategic and financial performanceof the affordable housing properties. She places particular focus on maintaining highlevels of performance in compliance and operating procedures that are unique toaffordable properties. She believes that exceptional customer service to ourresidents, third party owners and partners is critically important to Croslandsongoing success.
Dionnes understanding of both development and operations helps bridge the
transition between these two functions for Croslandowned properties, and it increases the property management teams ability to understand and respond to theneeds of third party owners. Her team includes professionals that manageapproximately 20 properties and 1,800 units.
Prior to joining Crosland, Dionne managed investments at NewSchools VentureFund in Boston and Earnest Partners in Atlanta. She began her experience infinancial services as an investment banking analyst at Salomon Brothers in NewYork. Dionne also worked as a consultant with McKinsey & Company in the Chicagoand Atlanta offices. There she advised clients on strategy, organization andoperations.
Affiliations and Accreditations Leadership Charlotte Class XXIX Urban Land Institute, Affordable Housing Council Member Cornerstone Children's Initiative, Founding Board Member Greater Charlotte Apartment Association Licensed Real Estate Broker, GA
Education M.B.A., Harvard UniversityB.A., Economics, Spelman College
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September 7, 2010 Richmond Redevelopment and Housing Authority901 Chamberlayne Parkway- Richmond, VA 23220
804-780-4200 www.rrha.com
Anthony Scott, Chief Executive Officer
Anthony Scott, Chief Executive Officer of the Richmond Redevelopment andHousing Authority, leads the largest housing and redevelopment agency in theCommonwealth of Virginia. Through its combined property management and realestate and community development initiatives, RRHAs efforts impactapproximately 30,000 citizens of the city of Richmond. Scott is currently
advancing the Authoritys comprehensive Strategic Plan to bring vibrant, mixed-income, mixed-use, sustainable communities and economic opportunities for thecity and RRHA residents. RRHA has approximately 300 employees andcombined budgets totaling more than $80 million.
Scott first joined the organization in November 2005, bringing many experiencesand accomplishments in developing various partnerships to create innovativemixed-finance projects and economic development and housing opportunities.Mr. Scott has been an associate director with the Virginia Department of Housingand Community Development, and brings 20 years of experience incomprehensive community revitalization and housing initiatives. Throughout his
career, Scott honed his skills as an administrator, policy developer and analystfor a variety of projects including residential and commercial development,program development and real estate development.
Scott earned a Bachelor of Architecture Degree from Howard University inWashington, D.C, and a Master of Urban Planning Degree from the University of California, Los Angeles, California
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Dove St. Apartments
RRHA ControlledTaxable Entity
Crosland Dove St LLC
(Managing Member)(VA LLC)
Dove Street LLC (Owner
VA LLC)
Investor (LIHTC
Member)
Dove St Apartments
1 0 %
. 01 %
99.99%
Dove Managers, LLC
(NC LLC)
1 %
Dove Street Partners, LLC
John Crosland III1%
89 %
100%
100%
RRHA
Anthony ScottExecutive Director
RRHA 10%
Dionne Nelson45.39%
Darryl Hemminger43.61%
4 9 % 51%
1 0 0 %
1 0 0 %
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TAB E (Nonprofit Questionnaire)NOT APPLICABLE
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TAB F (Architects Certification)
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DI~130 ~4 o
INSTRUCTIONSFOR THE COMPLETIONOFAPPENDIXF
ARCHITECTSCERTIFICATION
(This Form Must Be Submitted Under Architects Letterheadand included in the Application Tab F)
NOTE: If the development includes any combination of New Construction, Rehabilitation orAdaptive Reuse, then separate Architect Certifications mustbe provided for each construction type.
The proper completion of this certification is critical to calculate the average unit squarefeet and net rentable square feet of each unit type, to document amenity items for which pointswill be awarded, and to calculate certain elements of the efficient use of resources points.
If this certification is not completed correctly there may be loss of points or disqualification oftheapplication to compete for tax credits. If this development receives an allocation of tax credits anditems are not provided as indicated on this certification then VHDA may,at its sole option, requirethe payment by the Owner of an amount up to 10% of the Total Development Cost (as set forth inthe Application)of the development as liquidated damages for such violation or the total loss ofcredits may result. Therefore, it is imperative that this certification reflectthe true and accurate intentof what will be provided in return for an allocation of taxcredits.
Each section of this certification contains instructionson how the information should be provided.For UnitSize Calculations, the Average Unit Square Feet and Net Rentable Square Feet should be listedto two (2) decimal places. The number of units indicated should be only the units for which rent willbecollected. For Average Unit Square Feet calculations, the Total Square Feet should equal the AverageUnit Square Feet multiplied by the Number of Units/Type. The total at the bottom of the Total SquareFeet column should equal i tem (D) on the same page o f the certification, orbe within 1 digit due torounding. The total at the bottom of the Number of Units/Type column should equal the number of unitsin the tax credit application.
Accessibility certificationson page 8 are for tax credit point categories only and are not to beconfused with minimum code requirements.
The architect signing this document is certifying thatall unit and site amenities indicated in thiscertification are incorporated into the development plans and specifications and unit-by-unit workwrite-up, and that all products necessary to fulfillthese representations are available for these purposes.
The individualwh o certifies this informationmust initialthe pages where indicated, providethe personal information requested and sign on the las t page. This certification should not bemailed separately to VHDAbut returned to the developer for inclusion in the tax credit application.
(Acknowledgeand include this instruction sheet as part of the certificatio,j)
Acknowledged: F-
Thomas B. Heatwolevl.1.2011 Printed N~me:
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/
A R C H I T E C T S
TO : Virginia Housing Development Authority601 South Belvidere Street
Richmond, Virginia 23220-65 00Attention: Jim Chandler
R E: A RC H IT EC TSCERTIFICATIONName of Development: Dove St ApartmentsAddress of Development: 1100 Dove St. Richmond, Va. 23220Name of Owner/Applicant: DoveStreet LL C
The above-referenced Owner has asked our office to provide this certificationregarding (i)plans and specifications, (ii) the development square footages, average unit square footages and net rental squarefootages, (iii) the amenities the development will have upon completion, and (iv) federal and state requirementspertaining to development accessibility for persons with disabilities. This certificationis rendered solely for theconfirmation of these items. It is understood it will be used by the VirginiaHousing Development Authoritysolely
for the purpose of determining whether the Development qualifies for points available under VHDAs QualifiedAllocationPlan for housing tax credits and future consequences for failure to provide items certified below.
Plans and Specifications:
Required documentation for all properties (new construction, rehabilitation and adaptive reuse)
1 A location map with property clearly defmed.2 Sketch plan of the site showing overall dimensions of main building(s), majorsite elements
(e.g., parking lots and location of existing utilities, and water, sewer, electric,gas in the streets adjacent to the site). Contour lines and elevations are not required.
3 Sketch plans of main building(s) reflecting overall dimensions of:a. Typical floor plan(s) showing apartment types and placementb. Ground floorplan(s) showing common areas;c. Sketch floorplan(s) of typical dwelling unit(s);d. Typical wall section(s) showing footing, foundation,wall and floor structure.
Notes must indicate basic materials in structure, floor and exterior finish.
In addition: required documentation for rehabilitation properties
A unit-by-unitwork write-up.
Initials __________________11
ARCHITECTURE HISTORIC ARCHITECTURE INTERIOR ARCHITECTURE LANDSCAPE ARCHITECTURE PLANNING VISUALIZATION101 S HO CK OL S LI P, T HI RD F LO OR , R IC H MO N D,VA 23219 804.648.5040.FAX 804.225.O329.VN1~WCOMARCHS.COM
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ARCHITECTS CERTIFICATION,continued
This certification includes two (2) separate calculations of square footage:1. Average Unit Square Feet: Measurements Include A Prorata Share of Heated Residential Common Area2. Net Rentable Square Feet: Measurements Do Not Include A Prorata Share of Any Common Area
and Reflect All Floor Plans of Each Unit Type (1-BR, 2-BR, etc.)
1. Average Unit Square Feet: (These measurements impact the scoring of tax credit applications)
For purposes of determining the usable residential heated square feet, the building(s) were measured from theoutside face of exterior walls and the centerline of any party walls. All unheated spaces and stairwells
which are no more than heated breezeways and nonresidential, income producing commercial spaces weresubtracted from this measurement. Community rooms, laundry rooms, property management offices andapartments, heated maintenance facilities, and other common space designed to serve residential tenants werenot deducted. Based on this procedure, I certif~ the followingcalculations in determining the usable heatedsquare feet for the above referenced development:
109,266.32 (A) Total floor area in (sq. ft.) for the entire development7,740.00 - (B) Unheated floor area (breezeways, balconies, storage)
0.00 - (C) Nonresidential, commercial (income producing) area101,526.32 (D ) Total usable residential heated area (sq. ft.) for the development
INSTRUCTIONS FO R AVERAGE UNIT SQUARE FEET CALCULATIONS:Provide the average unit size for each bedroom type, (1 bedroom elderly, 2 bedroom garden, 3bedroom townhouse, etc.) by adding the total square feet of all the same bedroom types (2 bedroomgarden with 1 bath and 2 bedroom garden with 2 baths) and adding the prorated share of heatedcommon residential space and divide by the total number of the same bedroom types (2 bedroomgarden). Do not alter any items below.
Average Number of TotalUnit Types Unit Sq. Ft. * x Units/Type Square Feet
Assisted Living 0.00 0 0.001 Story/EFF-Elderly 0.00 0 0.001 Story/i BR-Elderly 0.00 0 0.001 Story/2 BR-Elderly 0.00 0 0.00Efficiency Elderly 0.00 0 0.001 Bedroom Elderly 0.00 0 0.002 Bedrooms Elderly 0.00 0 0.00Efficiency Garden 0.00 0 0.00
1 Bedroom Garden 930.89 16 ~i4,894.242 Bedrooms Garden 1,181.20 16 18,899.203 Bedrooms Garden 1,430.35 12 17,164.204 Bedrooms Garden 0.00 0 0.002+ Story2BR Townhouse 1,132.98 16 18,127.682+ Story 3 BR Townhouse 1,622.05 20 32,441.002+ Story 4 BR Townhouse 0.00 0 0.00
Total 80 Total 101,526.32
* Including pro rata share of heated, residential common area
vl.1.2011 Initials_ _ _ _ _ _ _ _ _ _ _ _ _ _ _
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ARCHITECTSCERTIFICATION, continued
2. Net Rentable SquareFor purposes of calculating Net Rentable Square Feet, the units were measured from the face of each interior wall. Thevalues below therefore indicate the actual square footage of each unit floor plan. (For example, there may be 2 distinct1-bedroom floor plans, 3 distinct 2-bedroom floor plans, etc. The purpose of this section of the Architect Certificationis todocument and certify the floor space attributable to residential rental units in the development.)
Percentage of Net Rentable Square Feet Deemed To Be New Rental Space 100.00%
Floor Plan Number of UnitsUnit Type Square Feet This Floor Plan Thtal
Efficiency 0.00 0 0.00Efficiency 0.00 0 0.00Efficiency 0.00 0 0.00Efficiency 0.00 0 0.00Efficiency 0.00 0 0.00Efficiency 0.00 0 0.00Efficiency 0.00 0 0.00Efficiency 0.00 0 0.00Efficiency 0.00 0 0.00Efficiency 0.00 0 0.00Efficiency 0.00 0 0.00
Efficiency 0.00 0 0.00Efficiency 0.00 0 0.00Efficiency 0.00 0 0.00Efficiency 0.00 0 0.00
1 Bedroom 823.69 6 4,942.141 Bedroom 875.26 6 5,251.561 Bedroom 727.05 4 2,908.201 Bedroom 0.00 0 0.001 Bedroom 0.00 0 0.001 Bedroom 0.00 0 0.001 Bedroom 0.00 0 0.001 Bedroom 0.00 0 0.001 Bedroom 0.00 0 0.001 Bedroom 0.00 0 0.00
1 Bedroom 0.00 0 0.001 Bedroom 0.00 0 0.001 Bedroom 0.00 0 0.001 Bedroom 0.00 0 0.001 Bedroom 0.00 0 0.00
Initials____________
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(Net Rentable Square Feet continued)
2 Bedroom 963.01 2 1,926.022 Bedroom 1,049.84 2 2,099.682 Bedroom 1,043.01 6 6,258.062 Bedroom 1,114.17 6 6,685.022 Bedroom 970.16 16 15,522.562 Bedroom 0.00 0 0.002 Bedroom 0.00 0 0.002 Bedroom 0.00 0 0.002 Bedroom 0.00 0 0.002 Bedroom 0.00 0 0.002 Bedroom 0.00 0 0.002 Bedroom 0.00 0 0.002 Bedroom 0.00 0 0.002 Bedroom 0.00 0 0.002 Bedroom 0.00 0 0.00
3 Bedroom 1,319.49 8 10,555.923 Bedroom 1,248.17 6 7,489.023 Bedroom 1,323.17 6 7,939.023 Bedroom 1,328.19 12 15,938.283 Bedroom 0.00 0 0.003 Bedroom 0.00 0 0.003 Bedroom 0.00 0 0.003 Bedroom 0.00 0 0.003 Bedroom 0.00 0 0.003 Bedroom 0.00 0 0.003 Bedroom 0.00 0 0.003 Bedroom 0.00 0 0.003 Bedroom 0.00 0 0.003 Bedroom 0.00 0 0.003 Bedroom 0.00 0 0.00
4 Bedroom 0.00 0 0.004 Bedroom 0.00 0 0.004 Bedroom 0.00 0 0.004 Bedroom 0.00 0 0.004 Bedroom 0.00 0 0.004 Bedroom 0.00 0 0.004 Bedroom 0.00 0 0.004 Bedroom 0.00 0 0.004 Bedroom 0.00 0 0.004 Bedroom 0.00 0 0.004 Bedroom 0.00 0 0.004 Bedroom 0.00 0 0.004 Bedroom 0.00 0 0.004 Bedroom 0.00 0 0.004 Bedroom 0.00 0 0.00
Total: 80 87,515.48
Initials _ _ _ _ _ _ _ _ _ _ _ _vl.1.2011
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ARCHITECTS CERTIFICATION,continued
Development Amenities:
I certify that the developments plans and specifications, work write-up,and proposed budgetincorporate all items from VHDA s most current Minimum Design and Construction Requirements.In the event the plans and specifications and/or work write-up do not include VHDA Minimum Designand Construction Requirements, then those requirements still must be met, even though the applicationis accepted for credits. Please note that this may cause the Application to be ineligible for credits.The Requirements apply t o any new, adaptive reuse or rehabilitated development(including those serving elderly and/or physically disabled households).
The Minimum Design & Construction Requirements may be found on VHDA s website atwww.vhda.com.
For ~ny development upon completion of construction/rehabilitation: (non-mandatory amenities)
100 % a.(1) Percentage of 2 bedroom units that will have 1.5 or more bathrooms100 % a. (2) Percentage of 3 or more bedroom units that will have 2 or more bathrooms
~ b. The development will have a community/meeting room with a minimum of 749 square feet.
30 % c. Percentage of exterior walls covered by brick (excluding triangular gable end area,doors windows and retaining walls)~ d. All kitchen and laundry appliances meet the EPA s Energy Star qualified program
requirementse. All windows meet the EPAs Energy Star qualified program requirements
~ f . E ve ry uni t in the development is heated and cooled with either (i) heat pump equipment withboth a SEER rating of 15.0 or more and a HSPF rating of 8.5 or more, or (ii) air conditioningequipment with a SEER rating of 15.0 or more, combined with ga s furnaces with an AFUErating of 90% or more
~ g. Water expense will be sub-metered (tenant will pay monthly or bi-monthlybill)~ h. Each bathroom consists only of low-flow faucets (2.2 gpm maximum) and
showerheads (2.5 gpm maximum)~ i . Provide necessary infrastructure in all units for high speed cable, DS L or
wireless internet service
El j. All water heaters will meet the EPA s Energy Star qualified program requirements.~
k. Every unit in the development will be heated and cooled with a geothermal heat pump that meets thes Energy Star qualified program requirements
El I. The development will have a solar electric system that will remain unshaded year round, be orientedto with 15 degrees of true south, and be angled horizontally within 15 degrees of latitude
Expected Total Electrical Load (kilowatthours per month): I 32,753 I
Percent of Expected Load Offset By Solar Electric System: I 20.0000 I
Initials_ _ _ _ _ _ _ _ _ _ _ _
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ARCHITECTS CERTIFICATION,continued
For a ll developments exclusively serving elderly and/or handicapped tenants, upon completion ofconstruction/rehabilitation: (non-mandatory amenities)
LI a. All cooking ranges will have front controlsLI 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 rehabilitationand adaptive reuse developments, upon completion of construction/ rehabilitation:(non-mandatory)
LI The structure is listed individuallyin the National Register of Historic Places oris located in a registered historic district and certified by the Secretary of theInterior as being of historical significance to the district, and the rehabilitationwillbe completed in such a manner as to be eligible for historic rehabilitation taxcredits
Building Structure:
Number of Stories
~ Low-Rise (1-5 stories with ~ y structural elements being wood frame construction)
LI Mid-Rise (5-7 stories with ~ structural elements being wood frame construction)LI High-Rise (8 or more stories with no structural elements being wood frame construction)
Initials_ _ _ _ _ _ _ _ _ _ _ _
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ARCHITECTS CERTIFICATION,continued
Accessibility:
I cert ify that the development plans and specifications meet all requirements of the federalAmericans With Disabilities Act.
I certify that the development plans and specifications meet all requirements of HU D regulationsinterpreting the accessibility requirements of section 504 of the Rehabilitation Act. Please referenceUniform Federal Accessibility Standards (UFAS) for more particular information.
Check one or none of the followingpoint categories, as appropriate:
~ For any non-elderly property, or any elderly rehab property, in which the greater of 5 or 10% of the units willbe subject to federal project-based rent subsidies or equivalent assistance in order to ensure occupancy byextremely low-income persons; and (ii) the greater of 5 or 10% of the units will conform to HU D regulationsinterpreting accessibility requirements of section 504 of the Rehabilitation Act and be actively marketed topeople with special needs in accordance with a plan submitted as part of the Application for credits. (All ofthe units described in (ii) above must include roll-in showers, roll under sinks and front controls for ranges,unless agreed to by the Authority priorto the applicants submission of its application.) 50 pts.
~j For any non-elderly property, or any elderly rehab property, in which the greater of 5 or 10% of the units(i) have rents within HUDsHousing Choice Voucher (HCV) payment standard; (ii) conform to HU Dregulations interpreting accessibility requirements of section 504 of the Rehabilitation Act; and (iii) areactively marketed to people with mobility impairments, including HC V holders, in accordance with a plansubmitted as part the Application. 30 pts.
D For any non-elderly property, or any elderly rehab property, in which at least four percent (4%) of the unitsconform to HU D regulations interpreting accessibility requirements of section 504 of the Rehabilitation Ac tand are actively marketed to people with mobility impairments in accordance with a plan submitted as part ofthe Application. 15 pts.
As architect of record for the above referenced development, the above certifications arecorrect to the best of my knowledge.
Signed: ________________________ -
Printed Name: Thomas B. Heatwole
Title: Associate Principal Commonwealth Archi
Virginia Registration #: 7021Phone: 804.648.5040x. 1118
Date: 03.09.2011
NOTE TO ARCifiTECT: An y change in this form ma y result in disqualification or areduction of points under the scoring system. If you have any questions, please call JimChandler at VH~DA(804) 343-5786.
Return this certification on Architects Letterhead to the developer for inclusion in thetax credit application package.
vl.1.2011 8
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I~~
VHDA
Appendix F - VHDAs Universal Design Standards Certification
L~1 Units in the development will meet VHDAs Universal Design Standards.Before issuance of IRS Form 8609, applicant will provide documentation to VHDA asevidence that such units meet VHDAs Universal Design standards.
The number of rental units that will meet these standards: 8
The total number of rental units in this development: 80
NOTE: For Elderly Developments, 100% of the units in the development must meet theUniversal Design standards in order to qualify for points.
For Family Developments, points are awarded based on a percentage of thenumber of units meeting the Universal Design standards.
For the tax credit applicant to qualify forpoints associated with Universal Design,the architect of record must on VHDA s list of Universal Design certified architects.
Initials_______________
v ii .2011
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tel
~rn ~Bl#,,4 s
VHDA
Appendix F - EarthCraft or LEED Certification of Development
* Earthcraft Certification - The developments design meets the criteria for EarthCraftcertification. Architectunderstands that before issuance of IRS Form 8609, applicant will obtainand provide Earthcraft Certification to VHDA.
fl New Construction - 15% more energy efficient than the 2004 International Energy Conservation Codefl New Construction - 20% more energy efficient than the 2004 International Energy Conservation Code~ New Construction - 25% more energy efficient than the 2004 International Energy Conservation Code~ Rehab - 30% more energy efficient post-rehabilitation as measured by Earthcraft~ Rehab - 40% more energy efficient post-rehabilitation as measured by Earthcraft
LI Rehab - 50% more energy efficient post-rehabilitation as measured by Earthcraft
LEED Certification- The developments design meets the criteria for the U.S.Green Building Council LEEDgreen building certification. Architectunderstands that beforeissuance of IRS Form 8609, applicant will obtain and provide LEED Certificationto VHDA.
~ LEED Silver Certification~ LEED Gold Certification
[] LEED Platinum Certification
* NOTE 1: Applicants seeking Earthcraft certification MUSTattach the completed and
signed Earthcraft Acknowledgement form t o the Architect Certificationandsubmit it with the tax credit application. This form can be found on thefollowing page
NOTE 2: For the tax credit applicant to qualify forpoints associated with this section, thearchitect of record must be on VHDA s list of attendees of the MultifamilyProfessional Training conducted by Earthcraft Virginia.
Signed: ________________________
Printed Name: Thomas B. HeatwoleArchitect ofRecord
(same individual as on page 8)
Date: 03.09.2011
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V.,
Appendix F - EarthCraft Acknowledgement
An Earthcraft representative has met with the developments design team a nd h as reviewed the following:
1. A set of plans, includingall architectural, mechanical and plumbing plans (renovation projects require the
developments pre- and post-renovation plans)2. Construction Specification Sheet(s) (renovation projects require both an existing conditions spec sheet anda proposed scope of work spec sheet)
3. Project InformationSheet
Based on review of the above, Earthcraft agrees that the development can attain the followinglevel of energy efficiency:
New Construction - Based on the 2004 International Energy Conservation Code (IECC).
~J 15% Improvement over IECCQ 20% Improvement over IECC~ 25% Improvement over IECC
Renovation - Based on improvement over existing conditions of the development.
G 30% Improvement over existing conditionsD 40% Improvement over existing conditionsD 50% Improvement over existing conditions
Signed: ______________________
Printed Name: ~~P 4~lfarthcraft Representative
Date:
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TAB G (Relocation Assistance Guidelines)
NOT APPLICABLE
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TAB H (PHA/Section 8 Notification Letter)
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106/185
8/7/2019 Dove Street
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TAB I (Local CEO Letter)
8/7/2019 Dove Street
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8/7/2019 Dove Street
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8/7/2019 Dove Street
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8/7/2019 Dove Street
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8/7/2019 Dove Street
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8/7/2019 Dove Street
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8/7/2019 Dove Street
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8/7/2019 Dove Street
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549 RRHA Dove Court\DWG\Sheet\Plat\30549-303C-1-TENT.dwg | Plotted on 3/10/2011 11:47 AM | by Billy Walter
DATE: MARCH 2, 2011
SCALE: 1"=100'
GRAPHIC SCALE
'
1
'
1
'
2
'
'
District #7
CITY OF RICHMOND, VA
ONE WAY ROAD
(40' R.O.W. W/ 24' F/C-F/C)
ALLEY (20' R.O.W. W/ 16' PAVEMENT)
NAD
83
NAD 8 AD 8 AAA
- GRAND HOUSE (44' W X 44.5' D)
TO BE LOCATED ON 75' WIDE LOTS
- SINGLE FAMILY ATTACHED
(36' W X 32' D) EACH UNIT IS 18'
WIDE TO BE LOCATED ON 22'
WIDE LOT
- TRIPLEX/TOWN (50' W X 40' D) TO
BE LOCATED ON 80' WIDE LOTS
- STACKED FLAT (28' W X 42' D)
OR 28' W X 54' D) TO BE LOCATED
ON 60' WIDE LOT
ROAD (50' R.O.W. W/ 34' F/C-F/C)
AB (42')
C (54')
D E
- MIXED USE BUILDING (8 UNITS)
MU
LOT COVERAGE =1,958 SF/5,000 SF
39% (60% ALLOWED)
LOT COVERAGE =1,176 SF/5,000 SF (B)
24% (60% ALLOWED)
LOT COVERAGE =576 SF/2,200 SF
26% (60% ALLOWED)
LOT COVERAGE =2,000 SF/5,000 SF
40% (60% ALLOWED)
LOT COVERAGE =
5,556 SF/18,012 SF
31% (60%ALLOWED)
LOT COVERAGE =1,512 SF/5,000 SF (C)
30% (60% ALLOWED)
POSSIBLE GARAGE LOCATION
NOTES:
1.
NO BUILDING HEIGHTS SHALL EXCEED 35'.
2.
ONE (1) PARKING SPACE PER DWELLING
UNIT SHALL BE PROVIDED PER REQUIRED
CITY STANDARDS.
USABLE OPEN SPACE: LOT 63 (SMALLEST)=7,756 SF
-2,000 SF (BLDG)
-276 SF (PORCH)
-600 SF (PARKING)
USABLE SPACE =4,880 SF/7,756 SF
= 63% (40% MIN. REQ'D)
USABLE OPEN SPACE: LOT 66 = 18,014 SF
-5,500 SF (BLDG)
-710 SF (WALK)
-1,700 SF (PARKING)
USABLE SPACE =10,104 SF/18,014 SF
56% (40% MIN. REQ'D)
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TAB L (Plan of Development Certification Letter)
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TAB M (Zoning Certification Letter)
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8/7/2019 Dove Street
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TAB N (Copies of 8609s To Certify Developer Experience)
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Development LocationTotal/LIHTC
UnitsPlaced in
Service Date8609(s) Issue
Date940 Brevard Charlotte, NC 100 9/18/2008 8/7/2009Arbor Glen I (fka Arbor Glen at Dalton Village) Charlotte, NC 144 6/21/2002 10/9/2003Arbor Glen II Charlotte, NC 91 5/18/2004 9/6/2005Arbor Glen III Charlotte, NC 23 12/21/2005 12/4/2007Dobbins Hill II Charlotte, NC 32 10/15/2008 5/8/2009Montgomery Gardens Charlotte, NC 76 8/29/2006 1/23/2008Nia Point (fka as Mayfield Terrace) Charlotte, NC 81 10/6/2006 3/5/2008Park at Oaklawn (fka Fairview Multifamily) Charlotte, NC 178 9/16/2003 8/2/2005Springfield Gardens Charlotte, NC 86 7/27/2007 3/19/2008The Havens at Willow Oaks Greensboro, NC 60 6/28/2007 5/1/2008Wellspring Village Concord, NC 48 12/21/2009 7/7/2010
Copies of 8609sTo Certify Developer's Experience
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8/7/2019 Dove Street
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8/7/2019 Dove Street
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8/7/2019 Dove Street
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8/7/2019 Dove Street
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8/7/2019 Dove Street
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8/7/2019 Dove Street
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8/7/2019 Dove Street
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8/7/2019 Dove Street
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TOTAL 106 126 147
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TAB S (Documentation of Project Budget)
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USES: Total AmountConstruction:
Total Building Costs $6,130,670Solar Costs $400,000Site Amenities $100,000Landscaping $80,000Site $2,206,343Total Site Costs $2,386,343Total Construction Costs $8,917,013
General conditions (as % construction $) $535,021Contractor Fees (as % of total construction $) $535,021Contractor Overhead (as % of total construction $) $178,340Sustainability Certification $183,920Contractor Fees, Overhead, General Conditions $1,432,302
Total Construction Costs $10,349,315
Design and Engineering:Architecture and Engineering Fees $389,000Architect's Supervision Fee $60,000Survey $20,000
Building Permits $30,000Developer's Blueprints $2,000Water, Sewer, and Tap Fees $10,000Phase 1 Environmental $5,000
Design and Engineering $516,000
Marketing:Advertising and Marketing $36,000Site Sign $10,000Market Study $3,500
Marketing $49,500
Total FF&E:Furniture and Equipment $50,000
DOVE STREET APARTMENTS
TOTAL DEVELOPMENT COSTS
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USES: Total AmountFinancing:
Construction Interest $300,000Construction Loan Fees $130,000Appraisal Fees $5,000Title and Recording $20,000Tax Credit Fees $99,170Insurance During Construction $10,000
Financing $564,170
Development Fee $1,474,758
General & AdminShipping/Courier $500Accounting Fees/Cost Certification $30,000Legal Fees for Closing $200,000
General and Administrative $230,500
Reserves Operating Reserves $400,000Lease up Reserve $100,000
Reserves $500,000
Upfront Land Lease Payment $800,000
TOTAL USES: $14,534,243
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TAB T (Documentation of Financing Sources)
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TAB U (Documentation include any as applicable to development:)
To Request Exception To Restriction-Pools With Little/No Increase In RentBurdened Population
Of site location in an urban development area as defined in 15.2-2223.1 of theCode of Virginia
Of the development participating in a locally adopted affordable housingdwelling unit program area as described in either 15.2-2304 or 15.2-2305 of the Code of Virginia
NOT APPLICABLE
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TAB V (Nonprofit or LHA Purchase Option or Right of First Refusal)
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TAB W (Original Attorneys Opinion)
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1 45 Tr em o nt St re et 1 27 5 K S tr ee t, NWSuite 400 Suite 1200
Boston, MA 02171 Washington, DC 20005T 677.224.0600 T 202.842.9006
F 617.224.0601 F 202.842.3936
K lein H ornigLipCOUNSELORS AT LAW
TO : Virginia Housing Development Authority601 South Belvidere StreetRichmond, Virginia 23220-6500
RE: 2011 Tax Credit Reservation Request
N ame of D eve lo pme nt: D ove Stre et Apartme ntsName of Owner: Dove Street LLC
Gent lemen:
This undersigned firm represents the above-referenced O wner as i ts counsel. It has received a copy ofand has reviewed the completed application package dated March 10, 2011 (of which this opinion is a part)(the "Application") submitted to you for the purpose of requesting, in connection with the captioned Development, a
reservation of low income housing tax credits ("Credits") available under Section 42 of the Internal Revenue Code of1986, as amended (the "Code"). It has also reviewed Section 42 of the Code, the regulations issued pursuant theretosuch other binding authority as it believes to be applicable to the issuance hereof (the regulations and binding authorityhereinafter collectively re ferred to as the "Regulations").
Based upon the foreg oing reviews and upon due investigation o f such matters as i t deems ne cessary in o rdrender this opinion, but without expressing any opinion as to either the reasonableness of the estimated or projectedfigures or the veracity or accuracy of the factual representations set forth in the Application, the undersigned is of theopinion that:
1. It is more likely than not that the inclusion in eligible basis of the Development of such cost items orportion s thereof, as set forth in Parts VIII and IX of the Application fo rm, complies with all applicarequirements of the Code and Re gulations.
2. The calculations (a) of the Maximum Allowable Credit available under the Code with respect to theDevelopment in Part VIII of the Application form and (b) of the Estimated Qualified Basis of eachbuilding in the Development in Part IX of the Application form co mply with all applicablerequirements of the Code and regulations, including the selection of credit type implicit in suchcalculations.
3. The appropriate type(s) of allocation(s) have been requested in Subpart I-D of the Application form.
4. The information set forth in Subpart VII-C of the Application form as to proposed rents satisfies allapplicable re quirements of the Co de and R egulations.
5. The site of the captioned Development is controlled by the Owner, as identified in Subpart II-A of Application, for a period of not less than four (4) months beyond the application deadline.
Finally, the undersigned is of the opinion that, if all information and representations contained in the Applicaand all current law were to remain unchanged, upon compliance by the Owner with the requirements of Code Section42(h)(1)(E), the O wner would be eligible under the applicable pro visions of the Code and the Re gulations to an allocof Credits in the amount(s) requested in the Application.
This opinion is rendered solely for the purpose of inducing the Virginia Housing Development Authority("VHDA") to issue a reservation of Credits to the Owner. Accordingly, it may be relied upon only by VHDA and maynot be relied upon by any other party for any other purpose_
www.kleinhornig.com
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Page 2
This opinion was not prepared in accordance with the requirements of Treasury Department Circular No. 230.Accordingly, it may not be relied upon for the purpose of avoiding U.S. Federal tax penalties or to support thepromotion o r marketing o f the transaction or matters addressed herein .
Klein Ho rnig LLP
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TAB Y(Marketing Plan for units meeting accessibility
requirements of HUD section 504)
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1
Dove Street Apartments
Marketing Plan for Units Which Conform to
Section 504 of the Rehabilitation ActThis Marketing Plan for Units Which Conform to Section 504 of the Rehabilitation Act (the
Marketing Plan) has been designed to convey to current and potential residents with disabilities thatDove Street Apartments will be a new rental housing experience, with a commitment to excellentmanagement and resident service, as well as an expectation of resident responsibility. Therefore, themajority of this plan will address ways in which property management will endeavor to secure qualifiedtenants, ensure quality tenancy, and effective management and maintenance of the property.
The Management Agent will be responsible for the management of Dove Street Apartments.Crosland Residential Management, the Management Agent, will be responsible for all of the traditionalmanagement functions, including rent collection, maintenance, record keeping, reports, development of budgets, and monitoring resident income qualifications. Additionally, Crosland will be responsible for thedevelopment and management of community and resident services program.
I. Affirmative Marketing
Crosland is pledged to the letter and the spirit of the U.S. policy of the achievement of equalhousing opportunity throughout the Nation and will actively promote fair housing in the development andmarketing of this project. Croslands employees will not discriminate on the basis of race, creed, color,sex, religion, familial status, elderliness, disability or sexual orientation in its programs or housing. Theywill also comply with all provisions of the Fair Housing Act (42 U.S.C. 3600, et. Seq.).
Any employee who has discriminated in the acceptance of a resident will be subject to immediatedismissal. All persons who contact the office will be treated impartially and equally with the onlyqualification necessary for application acceptance being income and credit, and conformity with therequirements of rental assistance programs and the Low Income Housing Tax Credit program. Allinterested parties will be provided a copy of the apartment brochure. Any resident who has questions notanswered by the housing staff will be referred to a Crosland Regional Manager.
II. Marketing and Outreach
Crosland will conduct outreach to locate people with disabilities to occupy the units whichconform to the requirements of Section 504 of the Rehabilitation Act will be accomplished as follows:
1. Networking
Crosland will contact local centers for independent living and disability services boards and otherservice organizations via phone and printed communication. The contacts will include the followingorganizations:
Department of Rehabilitative Services (804-662-7000)
Virginia Board for People with Disabilities (804-786-0016)
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2
Virginia Vocational and Rehabilitation Agency (804-662-7000)
Virginia Rehab Association (804-662-7075)
2. Print Media
Print media sources will also be identified in the Richmond area that cater to people withdisabilities as well as the public at large. These sources may include, but are not limited to, rentalmagazines such as the Apartment Shoppers Guide, Apartments For Rent, local newspapers, etc. Alladvertising materials related to the project will contain the Equal Housing Opportunity logotype, slogan orstatement, in compliance with the Fair Housing Act.
3. Resident Referrals
An effective Resident Referral program will be set up, in which current residents are rewarded forreferring friends, coworkers, and others who may have disabilities to the property. These referrals aregenerally the best form of advertising as it attracts friends who will want to reside together, thus binding thecommunity. Residents will be offered incentives, to be determined, for referring qualified applicants whorent at the property. Flyers will be distributed to residents along with the project newsletter announcing thetenant referral program.
4. Marketing Materials
Additional marketing materials are needed in order to further support the specific marketing effort
to people with disabilities. All printed marketing materials will include the EHO logo. The marketing will
also emphasize the physical and administrative compliance with Americans with Disabilities Act.
These marketing materials include:
Brochures A simple, two color brochures can be produced at low cost which will effectivelysell the apartments and community. This brochure will include the floor plans, a listing of featuresand amenities. The floor plans should be printed in as large a format as possible.
Flyers - As mentioned earlier, a flyer campaign can be used effectively to market thecommunity. Each flyer should incorporate graphics as well as a small amount of copy and shouldbe designed to generate traffic.
Resident Referral - The least expensive form of advertising is through Resident Referrals. Aflyer should be created and distributed to all residents. (referral paid upon move in). In addition tobeing distributed to all residents, the referral flyer should be left in the Management office andshould be included in the move in packet. (People are most inclined to refer their friends in thefirst few weeks of their tenancy.) The flyers should be changed several times each year to reflectthe season or any type of special referral program.
III. Public and Community Relations
Equal Housing Opportunity promotions - all Site Signage containing the EHO logo and FairHousing posters are displayed in English and Spanish in the Rental Office. Crosland encourages andsupports an affirmative marketing program in which there are no barriers to obtaining housing because of
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3
race, color, religion, national origin, sex, elderliness, marital status, personal appearance, sexual orientation,family responsibilities, physical or mental handicap, political affiliation, source of income, or place of residence or business.
Additionally, a public relations program will be instituted to create a strong relationship betweenmanagement and local disability organizations, neighborhood civic organizations, churches, mosques, and
synagogues, city officials, and other sources of potential qualified residents still to be identified.
IV. Tenant Selection and Orientation
The first contact with the management operations is an important one in attracting qualifiedresidents; therefore the management/leasing offices should convey a sense of professionalism, efficiency,and cleanliness. The management/leasing office is designed to provide a professional leasing atmosphere,with space set aside specifically for resident interviews and application assistance. The leasing interviewswill be used to emphasize the respect afforded to the resident and the responsibilities which the residentwill be expected to assume.
The Management Office business hours will be posted and provide convenient availability to
residents and prospects. Applicants will be processed at the Management Office in accordance withapproved criteria. Move-in process and orientation to property - applicants meet with designated staff todiscuss programs available on the property and will be supplied relevant information to assist them in theirmove.
On-site staff will check previous landlord and personal references, verify income, performcriminal/sex offender and credit background checks for each application taken. Tenant Selection willinclude minimum income limits assigned by the Owner. New tenants will be given an orientation to theproperty including a review of the rules and regulations, information on the area, proper use of appliances,move-out procedures, maintenance procedures, rent payment procedures, energy conservation, grievanceprocedures and a review of the Lease documents.
Tenant Selection Criteria
Tenant Selection will include maximum income standards under the Low-Income Tax Credit andrental assistance programs. New tenants will be given an orientation to the property including a review of the rules and regulations, information on the area, proper use of appliances, move-out procedures,maintenance procedures, rent payment procedures, energy conservation, grievance procedures and a reviewof the Lease documents.
Application Processing
Application processing will be done by the housing staff at the Management Office, well versed inFair Credit Law. As stated before, the processing will include a review of prior landlord references,personal references, criminal/sex offender and credit reporting and income verification. The on-site staff will make further review for inaccuracies in the application.
The following criteria are used in selecting applicants for occupancy:
Applicants must be individuals, not agencies or groups.
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Applicants must meet the current eligibility income limits for tax credits and any other programrequirements.
Applicants must pass a credit and criminal background review.
Applicants must provide complete and accurate verification of all income of all family members.The households annual income may not exceed the applicable limit and the household must meetthe subsidy or assisted Income Limits as established for the area in which Dove Street Apartmentsis located. The annual income is compared to the areas Income Limits to determine eligibility.
Family composition must be compatible for units available on the property.
Applicants must receive satisfactory referrals from all previous Landlords.
Applicants must provide verification of full-time student status for all individuals listed on theapplication as full-time student for tax credit units.
Applicants must provide a doctor's statement and/or other proof of any handicap or disability if required.
Applicants must provide a birth certificate or other acceptable HUD approved forms of documentation for all household members.