CalHFA - Mental Health Services Act

Jointly administered by the California Department of Mental Health and the California Housing Finance Agency on behalf of counties, the Mental Health Services Act (MHSA) Housing Program offers permanent financing and capitalized operating subsidies for the development of permanent supportive housing, including both rental and shared housing, to serve persons with serious mental illness and their families who are homeless or at risk of homelessness. MHSA Housing Program funds will be allocated for the development, acquisition, construction, and/or rehabilitation of permanent supportive housing.

CONTACT INFORMATION
Staff Contacts

INFORMATIONAL

DUE DILIGENCE

Cover Letter
Term Sheet/Program Description

PROCESS AND REQUIREMENTS

Architectural Recommendations (pdf)
Shared Housing Guidelines (pdf)
Workshop Presentation Slides (pdf)
Physical Needs Assessment
Insurance Requirements (Construction)
Insurance Requirements (Permanent)

BOILERPLATE LOAN DOCUMENTS

Exhibits to Commitment Letter

Exhibit F - Promissory Note
Exhibit G - Regulartory Agreement
Exhibit H - Loan Closing Checklists
- MHSA Construction/Rehab Loan Closing Checklist
- MHSA Permanent Loan Closing Checklist
Exhibit I - Opinion of Counsel (doc)
Exhibit J - Architect’s/Engineer’s Certificate (doc)
Exhibit K - Capitalized Operating Subsidy Reserve
Exhibit L - Deed of Trust
Exhibit M - Permanent Loan Disbursement Agreement

LOAN APPLICATION PROCESS

MHSA Application Guidelines, Termsheet, and Checklist (pdf)
Application Instructions
Universal Application
Shared Housing Loan Application

Universal Application Checklist Forms

LOAN CLOSING CHECKLISTS
Loan Closing Instructions - MHSA

MHSA Predevelopment Loan Closing Checklist
MHSA Construction/Rehab Loan Closing Checklist
MHSA Permanent Loan Closing Checklist

LOAN CLOSING FORMS

Borrower Signature Election (Construction)
W-9 Request for Taxpayer ID Number

The following forms are in Word format and can be filled in electronically.

Contact List
Architect’s/Engineer’s Certificate
Letter of Credit Requirements
Letter of Reliance
Assignment of Warranties
Locality Contribution Letter 51335 (a)(2)
Opinion of Counsel
Unrelated Parties Transaction Representation
Deposit Account Control Form
MHSA HP Supportive Services Budget (xls)

Upcoming Workshops Online Registration is now available for the MHSA Housing Program Workshops. Please note that the cut-off for registration is 11 a.m. two days prior to the date of the workshop. To register visit: MHSA Housing Program Registration	Upcoming Conferences To register for these conferences, please visit the link provided with the details below.
There are currently no workshops scheduled.	There are currently no conferences scheduled.

Additional Resources

California Debt Limit Allocation Committee - CDLAC	www.treasurer.ca.gov/cdlac/
Tax Credit Allocation Committee - TCAC	www.treasurer.ca.gov/ctcac/
Department of Housing & Community Development HCD Multifamily Housing Program NOFA - MHP	www.hcd.ca.gov/ca/mhp/
Multifamily Industry Information - HUD	www.hud.gov/groups/multifamily.cfm
Corporation for Supportive Housing	www.csh.org
Department of Mental Health – MHSA Housing Program	www.dmh.ca.gov/mhsa/housing.asp
Housing California	www.housingca.org

Disclaimer: Each document is intended for informational purposes only. If your loan application is accepted by CalHFA, the loan documents specific to your transaction will be tailored to meet the specific requirements of your transaction and may vary substantially from the documents posted here. The template loan documents are subject to change without notice. CalHFA does not warrant or represent that the covenants and conditions in the template documents will apply to your specific transaction.