Checklist for an Inclusionary Housing Plan

The number, unit mix, location, structure type, affordability and phasing of the inclusionary units should be described in an Inclusionary Housing Plan

CHECKLIST FOR AN INCLUSIONARY HOUSING PLAN
Residential Numbers Total Number Rental Units For-Sale Units
Number of residential units in development project      
Number of very low-income units (10% of total units)      
Number of low-income units (5% of total units)      
Number of Inclusionary Units by Type and Tenure
Multifamily apartments      
Half-plexes      
Granny flats, second units      
Single family homes      
Other:      
Location of Inclusionary Units  (identify on map) Check One Notes
Within development project    
Off-site of development project (if project exclusively  single family housing)    
Development plan schedule (estimates) Date Notes
Approval of legislative entitlements    
Approval of tentative master parcel maps    
Approval of tentative subdivision maps    
Approval of final master parcel maps    
Approval of final subdivision maps    
Completion of infrastructure improvements (utilities, drainage, streets, etc.)    
Obtaining first building permits for single family housing    
Obtaining first building permits for multifamily housing    
Will infrastructure improvements be phased?  If so, please describe schedule.
Off-site Inclusionary Housing Development
Entitlements required to develop for intended use:
Projected date to obtain entitlements:
Current ownership of site:
Status of purchase contract, if not owned:
Site suitability for intended use (transit, schools, etc., as appropriate):
Infrastructure completed to site:
Estimated date of issuance of building permits for inclusionary units:

PROJECTED PHASING SCHEDULE

The phasing plan links significant activity in the market rate residential development with concurrent actions on inclusionary housing obligations.  The phasing schedule will be different for residential projects where the inclusionary obligation is met through multifamily development, as opposed to those where the inclusionary obligation is met through single family for-sale housing or through a combination of single family and multifamily.

The chart below illustrates two critical linkages required by the Mixed Income Housing ordinance:  1) that the Plan be linked with the approval of legislative entitlements, and 2) that the Agreement be recorded prior to the approval of final plans, special permits and building permits.

The goal of the plan is to ensure that the market rate and inclusionary housing units are built concurrently.
 
Market Rate Development Inclusionary Housing Development
Approval of legislative entitlements and any project-level applications submitted with legislative entitlements Approval of Inclusionary Housing Plan
Approval of first final subdivision map Approval of Inclusionary Housing Agreement
Building permits, market rate (Number, percent)  Building permits, inclusionary units (Number, percent)

Mixed Income Housing Guide