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TAB A (Documentation of Development Location)
TAB A.1 (Qualified Census Tract Certification)
Not Applicable (Section Empty)
TAB A.2
(Revitalization Area Certification)
Not Applicable (Section Empty)
Location Map
Surveyor’s Certification of Proximity To Public Transportation
1179C Vista Park Drive Forest, Virginia 224551 Telephone (434) 316-6080 Fax (434) 316-6081
DATE: May 4, 2009 TO: Virginia Housing Development Authority 601 South Belvidere Street Richmond, VA 23220-6500 RE: 2009 Tax Credit Reservation Request Name of Development: Timber Ridge Apartments, Phase III Name of Owner: Pedcor Investments 2008-CX, L.P.
Gentlemen: This letter is submitted to you in support of the Owner’s Application for Reservation of Low Income Housing Tax Credits under Section 42 of the Internal Revenue Code of 1986, as amended. Based upon due investigation of the site and any other matters as it deemed necessary this firm certifies that: the main street boundary entrance to the property is within:
2,640 feet or ½ mile of the nearest access point to an existing commuter rail, light rail or subway station; or
1,320 feet or ¼ mile of the nearest access point to an existing public bus stop.
The latitudes and longitudes in decimal format (ex: -77.452788 / 38.77987) are as follows: Latitude Longitude Main Street Boundary Entrance to Property 37.3567222 -79.2198889 Transportation Access 37.3556111 -79.2214722
WW Associates Inc. Firm Name
By: Earl Mottley, LS
Its: Vice President / Survey Manager Title
Lynchburg Charlottesville
TAB B
(Partnership or Operating Agreement)
DEPARTMENT OF THE TREASURY INTERNAL REVENUE SERVICE CINCINNATI OH 45999-0023 Date of this notice: 01-09-2008 Employer Identification Number: 26-1704631 Form: SS-4 Number of this notice: CP 575 B PEDCOR INVESTMENTS-2008-CX LP % TIMBER RIDGE HOUSING COMPANY III 770 3RD AVE SW For assistance you may call us at: CARMEL, IN 46032 1-800-829-4933 IF YOU WRITE, ATTACH THE STUB AT THE END OF THIS NOTICE.
WE ASSIGNED YOU AN EMPLOYER IDENTIFICATION NUMBER
Thank you for applying for an Employer Identification Number (EIN). We assigned you EIN 26-1704631. This EIN will identify your business account, tax returns, and documents, even if you have no employees. Please keep this notice in your permanent records.
When filing tax documents, please use the label we provided. If this isn't possible, it is very important that you use your EIN and complete name and address exactly as shown above on all federal tax forms, payments, and related correspondence. Any variation may cause a delay in processing, result in incorrect information in your account, or even cause you to be assigned more than one EIN. If this information isn't correct as shown above, please correct it using the tear off stub from this notice and return it to us so we can correct your account.
Based on the information from you or your representative, you must file the following form(s) by the date(s) shown.
Form 1065 04/15/2009
If you have questions about the form(s) or the due date(s) shown, you can call or write to us at the phone number or address at the top of this notice. If you need help in determining what your tax year is, see Publication 538, Accounting Periods and Methods, available at your local IRS office or you can download this publication from our website at www.irs.gov.
We assigned you a tax classification based on information obtained from you or your representative. It is not a legal determination of your tax classification, and is not binding on the IRS. If you want a legal determination on your tax classification, you may request a private letter ruling from the IRS under the guidelines in Revenue Procedure 2004-1,2004-1 I.R.B. 1 (or superseding Revenue Procedure for the year at issue.)
A limited liability company (LLC) may file Form 8832, Entity Classification Election, and elect to be classified as an association taxable as a corporation. If the LLC is eligible to be treated as a corporation that meets certain tests and it will be electing S corporation status, it must timely file Form 2553, Election by a Small Business Corporation. The LLC will be treated as a corporation as of the effective date of the S corporation election and does not need to file Form 8832. Tax forms and instructions are available at the IRS website at www.irs.gov or by calling 1-800-829-3676.
(IRS USE ONLY) 575B 01-09-2008 PEDC B 9999999999 SS-4
IMPORTANT REMINDERS:
* Keep a copy of this notice in your permanent records.
* Use this EIN and your name exactly as they appear at the top of this notice on all your federal tax forms.
* Refer to this EIN on your tax related correspondence and documents.
If you have questions, you can call or write to us at the phone number or address at the top of this notice. If you write, please tear off the stub at the end of this notice and send it along with your letter. Thank you for your cooperation.
Keep this part for your records. CP 575 B (Rev. 7-2007)
----------------------------------------------------------------------------------------------
Return this part with any correspondence so we may identify your account. Please CP 575 B correct any errors in your name or address. 9999999999 Your Telephone Number Best Time to Call DATE OF THIS NOTICE: 01-09-2008 ( ) - EMPLOYER IDENTIFICATION NUMBER: 26-1704631 _____________________ _________________ FORM: SS-4 NOBOD INTERNAL REVENUE SERVICE PEDCOR INVESTMENTS-2008-CX LP CINCINNATI OH 45999-0023 % TIMBER RIDGE HOUSING COMPANY III 770 3RD AVE SW CARMEL, IN 46032
DEPARTMENT OF THE TREASURY INTERNAL REVENUE SERVICE CINCINNATI OH 45999-0023 Date of this notice: 01-09-2008 Employer Identification Number: 26-1704613 Form: SS-4 Number of this notice: CP 575 B TIMBER RIDGE HOUSING COMPANY III LLC % PEDCOR INVESTMENTS A LIMITED LIAB For assistance you may call us at: 770 3RD AVE SW 1-800-829-4933 CARMEL, IN 46032 IF YOU WRITE, ATTACH THE STUB AT THE END OF THIS NOTICE.
WE ASSIGNED YOU AN EMPLOYER IDENTIFICATION NUMBER
Thank you for applying for an Employer Identification Number (EIN). We assigned you EIN 26-1704613. This EIN will identify your business account, tax returns, and documents, even if you have no employees. Please keep this notice in your permanent records.
When filing tax documents, please use the label we provided. If this isn't possible, it is very important that you use your EIN and complete name and address exactly as shown above on all federal tax forms, payments, and related correspondence. Any variation may cause a delay in processing, result in incorrect information in your account, or even cause you to be assigned more than one EIN. If this information isn't correct as shown above, please correct it using the tear off stub from this notice and return it to us so we can correct your account.
Based on the information from you or your representative, you must file the following form(s) by the date(s) shown.
Form 1065 04/15/2009
If you have questions about the form(s) or the due date(s) shown, you can call or write to us at the phone number or address at the top of this notice. If you need help in determining what your tax year is, see Publication 538, Accounting Periods and Methods, available at your local IRS office or you can download this publication from our website at www.irs.gov.
We assigned you a tax classification based on information obtained from you or your representative. It is not a legal determination of your tax classification, and is not binding on the IRS. If you want a legal determination on your tax classification, you may request a private letter ruling from the IRS under the guidelines in Revenue Procedure 2004-1,2004-1 I.R.B. 1 (or superseding Revenue Procedure for the year at issue.)
A limited liability company (LLC) may file Form 8832, Entity Classification Election, and elect to be classified as an association taxable as a corporation. If the LLC is eligible to be treated as a corporation that meets certain tests and it will be electing S corporation status, it must timely file Form 2553, Election by a Small Business Corporation. The LLC will be treated as a corporation as of the effective date of the S corporation election and does not need to file Form 8832. Tax forms and instructions are available at the IRS website at www.irs.gov or by calling 1-800-829-3676.
(IRS USE ONLY) 575B 01-09-2008 TIMB B 9999999999 SS-4
IMPORTANT REMINDERS:
* Keep a copy of this notice in your permanent records.
* Use this EIN and your name exactly as they appear at the top of this notice on all your federal tax forms.
* Refer to this EIN on your tax related correspondence and documents.
If you have questions, you can call or write to us at the phone number or address at the top of this notice. If you write, please tear off the stub at the end of this notice and send it along with your letter. Thank you for your cooperation.
Keep this part for your records. CP 575 B (Rev. 7-2007)
----------------------------------------------------------------------------------------------
Return this part with any correspondence so we may identify your account. Please CP 575 B correct any errors in your name or address. 9999999999 Your Telephone Number Best Time to Call DATE OF THIS NOTICE: 01-09-2008 ( ) - EMPLOYER IDENTIFICATION NUMBER: 26-1704613 _____________________ _________________ FORM: SS-4 NOBOD INTERNAL REVENUE SERVICE TIMBER RIDGE HOUSING COMPANY III CINCINNATI OH 45999-0023 LLC % PEDCOR INVESTMENTS A LIMITED LIAB 770 3RD AVE SW CARMEL, IN 46032
Organizational Chart .
Ownership Entity
Pedcor Investments-2008-CX, L.P.
General Partner Timber Ridge Housing
Company III, LLC (0.009%)
Special Limited Partner
Pedcor SLP, LLC (0.001%)
Pedcor Investments, A Limited Liability Company,
Its Manager (97.00%)
Developer Pedcor Development Services,
LLC
General Contractor Signature Construction, LLC
Management Company Pedcor Management Corp.
Thomas G. Crowe, Member (3.00%)
Gerald K. Pedigo Trust
(32.17%)
Thomas E. Koontz
(25.00%)
Gerald K. Pedigo Trust
(25.00%)
Bruce A. Cordingley (25.00%)
Thomas G. Crowe, Member (3.00%)
Bruce A Cordingley (32.16%)
Phillip J. Stoffregen (32.16%)
Gerald K. Pedigo Trust
(49.90%)
Bruce A. Cordingley (49.90%)
Phillip J. Stoffregen (0.10%)
Thomas E. Koontz (0.10%)
Estate of Sara Lentz-Crouse
(3.50%)
Bruce A Cordingley (33.33%)
Phillip J. Stoffregen (33.33%)
Pedcor Investments, A Limited Liability Company,
Its Manager (97.0%)
Gerald K. Pedigo Trust (33.34%)
Phillip J. Stoffregen (25.00%)
Investor Limited Partner Pedcor Investments, A Limited
Liability Company (99.990%)
TAB C
(VA SCC Certification)
TAB D
(Principal’s Previous Participation Certification)
TAB E
(Nonprofit Questionnaire)
Not Applicable (Section Empty)
TAB F
(Architect’s Certification)
Worksheets may be submitted via mail, fax, email or presented on-site to EarthCraft Virginia.Mail: EarthCraft Virginia
1840 W. Broad St., Suite 200Richmond, VA 23220
Phone: 804-225-9843Fax: 804-343-1043
Email: [email protected] Group: Signature Construction; Pedcor Investments, LLC
Contact Person: Rick Shively/ Mike Smith / Todd McBridePhone: (317) 817-0366
Fax: (317) 218-0042Email: [email protected];[email protected];[email protected]
One Pedcor Square Address: 770 3rd Ave S.W.; Carmel, IN 46032
Project Name: Timber Ridge Phase III
date
date
date
Worksheet Score 278
EarthCraft MultifamilyMIXED HUMID CLIMATE WORKSHEET 2008
A worksheet must be submitted to EarthCraft Virginia for each project to be certified. An EarthCraft Multifamily certification requires 200 points. In addition to having a completed worksheet, each project must also have an initial development charette with EarthCraft representatives, appropriate documentation, including ENERGY STAR Certification if eligible or commissioned energy modeling showing performance at least 15% better than IEEC 2004 and a Final Inspection by an EarthCraft Technical Assistant Provider/Inspector. Any appropirate practices contributing to EarthCraft and ENERGY STAR certification will be incorporated into non-residential project buildings (e.g. clubhouse).
Sensibly Built for the Environment
IECC 2004 Climate Zone 4
Developer - By accepting the EarthCraft Virginia certification, I pledge that this development has been constructed to the standards listed on this Scoring Worksheet.
Builder/Contractor Signature
Developer Signature
EarthCraft Technical Assistant
Builder/Contractor - I have reviewed the EarthCraft Virginia measures with the developer.
EarthCraft Technical Assistant
Multifamily Final 9.11.08.xls Page 1
POINTS SCORE DOCUMENTATION
1-
1 - -2 2 2 site plan3 2 2 Contract4 5 5 Contract5 3 06 2 2 Contract7 2 08 5 09 3 0
10 1 per tree 011 1 per tree 012 2 013 4 4 Landscaping Plan14 protected green space (min 40% of development) 1 015 protected green space (min 60% of development) 2 016 2 017 road/vehicle cleaning protocols posted and enforced 3 018 1 019 1 1 Contract20 3 021 2 2 Contract
18 2-
1
2A- REQUIRED AIR SEALING MEASURES1 - - Contract2 - - Contract3 attic kneewall has sealed exterior sheathing - - Contract4 - - Contract5 - - Contract6 - - Contract7 - - Contract8 - - Contract9 - - Contract
10 no polyethelene shall be used on exterior walls or foundation - - Contract11 - - Contract12 - - Contract13 - - Contract14 seal all HVAC boots to subfloor or drywall - - Contract15 - - Contract16 air barrier installed behind tubs and showers on exterior walls - - Contract17 - - Contract18 - - Contract19 - - Contract20 - - Contract21 - - Contract22 - - Contract23 seams in band joist between conditioned floors sealed - - Contract
2B- ADDITIONAL AIR SEALING MEASURES1 drywall penetrations in insulated walls 1 0 Contract2
1 1 Contract3 seams in band joist between conditioned floors sealed 2 2 Contract4 drywall sealed to top plate 3 3 Contract5 attic pull-down stairs with sealed attic-side cover 2 06 housewrap installed with all seams and edges taped 1 07 gypcrete on all framed floors separating unit envelopes 4 4 Contract8 two-pour application of gypcrete to include areas blocked by drywall 3 09 firewalls/party walls that eliminate air-gap (e.g. UL 370 firewall) 3 3 Contract
10 REQUIRED: blower door test result ≤0.35 ACH Natural with outside ventilation - - test results11 test result ≤0.30 ACH Natural with outside ventilation 20 012 test result ≤0.25 ACH Natural with outside ventilation 25 0
13
utilities in tree root zones tunneled or hand dug (1 point per tree, max 5 trees)individual trees fenced at drip line (1 point per tree, max 5 trees)
chases sealed and insulatedstud cavities blocked at change in ceiling height
ENERGY EFFICIENT BUILDING ENVELOPE AND SYSTEMS
protected tree save area (min 25% of development)tree planting (min 12 trees per acre of developed land; min 2" caliper)
plant materials from disturbed areas of site relocated
SITE PLANNING
tree preservation plan
use of redundant mulch, compost, or straw bales for erosion control
erosion control site planworkshop on erosion and sediment control (Responsible Land Disturber Certificate)
grind stumps and limbs for mulch onsitemill cleared logsregistered Building With Trees development
excavated topsoil protected from erosion
REQUIRED: Must comply with all federal, state, and local government erosion control and tree protection measures.
penetrations through top and bottom plate sealedbottom plate sealed to floor or foundation
wildlife habitat certification including shelter, food, and water
SITE PLANNING TOTAL
joist cavities under attic kneewall blocked
REQUIRED: ENERGY STAR CERTIFICATION or Energy Modeling combined with commissioning procedures reflecting a minimum of 15% improvement over IECC 2004. See www.energystar.gov.
phase I environmental testing and remediation plan if requireddownstream water quality testingon-call personnel designated for sedimentation/erosion during rain events
window and door rough openings sealedgaps in exterior wall sheathing sealedsheathing penetrations sealed (including exterior light fixtures)
penetrations through band sealed (including exhaust ducts, etc.)
BLOWER DOOR TEST-min. 30% of all units, worst-case units mandatory, following ENERGY STAR protocols for units that do not meet infiltration goals (typically must test all units in building)
exterior walls of fireplace chase sealed and insulatedpenetrations through insulated subfloor sealed (including HVAC boots)
shower and tub drains sealed
cantilevered floor sealed above supporting wallall recessed can lights in insulated ceilings must be airtight and IC-ratedpenetrations through insulated ceiling sealed (including HVAC boots)attic kneewall doors & scuttle holes weatherstrippedattic pull-down stairs, scuttle hole, & kneewall doors sealed at rough opening
all chases in contact with the building envelope have air barrier applied to the interior of the chase where it meets the building envelope
penetrations through drywall in attached garage sealed
AIR SEALING SUBTOTAL
Multifamily Final 9.11.08.xls Page 2
POINTS SCORE DOCUMENTATION 2C-
1 - - Contract2 - - Contract3 - - Contract4 - - Contract5 - - Contract6 - - Contract7 - - Contract8 - - Contract9 slab edge insulation R10 - - Contract
10- - Contract
11 attic pull-down or scuttle hole airtight and R5 (compressed batt not acceptable) - - Contract 2D- ADDITIONAL INSULATION
1 insulation installation quality Grade II 1 02 insulation installation quality Grade I 5 03 2 2 Contract4 5 05 2 06 2 07 3 3 Contract8 5 09 1 0
10 1 1 Contract11 insulated corners 1 1 Contract12 1 1 Contract13 insulated T-walls (exterior/interior intersection) 1 1 Contract14 2 015 3 016 ICF or SIP for complete building envelope walls (minimum R13) 2 017 1 1 Contract18 2 019 2 020 3 3 Contract21 attic kneewall doors insulated to R8 2 022 complete roofline spray foam insulation or SIP roof with code-approved air barrier 2 0
13 2E-
1 REQUIRED: NFRC certified rated window U<0.40, SHGC <0.45 - - Contract2 5 5 Contract3 5 04 1 05 3 06 2 07 2 08 10 0
5 2F- ROOF
1 ENERGY STAR ROOF over minimum 75% of total roof area 3 0 label
2G-1 REQUIRED: Manual J calculation based on actual unit orientation - - Contract2 - - Contract3 REQUIRED: installed heating equipment within 25 % of Manual J (all) - - Contract4 REQUIRED: 8.2 HSPF/ 11.5 EER - - Contract5 REQUIRED: no electric resistance heat as primary heat source for any portion of conditioned space - - Contract6 REQUIRED: adaptive recovery for programable thermostats when used with heat pumps - - Contract7 6 08 4 09 7 0
10 15 011 2 012 variable speed blowers 6 013 2 2 Contract14 1 0 15 4 016 verification of proper refrigerant charge 4 4 Contract17 5 0
6
for fireplace chase on exterior wall, insulate to Grade I based on RESNET standard (if installed insulation is less than Grade I, fireplace chase must have solid air barrier tointerior of chase)
bond break at breezeway and contiguous slab locations
INSULATION SUBTOTAL
solar shade screens (min all east and west windows)west facing glazing less than 2% of floor area of impacted units
window U-factor <0.35
1.5-foot overhangs over 80% of windows (max 2 feet above windows)
SEER 16 cooling equipment
cooling equipment has non-CFC and non-HCFC refrigerant
geothermal heat pump sensible heat fraction less than or equal to 0.75 (all air conditioners)
programmable thermostat (all systems)
foundation/crawl sealed & insulated instead of floor insulation
band joist insulated R19cantilevered floors R30 (blocking between joists required)
WINDOWS SUBTOTAL
attic pull-down or scuttle hole airtight and R19 (compressed batt not acceptable)
spray applied wall insulation
insulated wall sheathing R 2.5 or greater (min. 75%)insulated wall sheathing R 5 or greater (min. 75%)
2-stud corners with drywall clips or alternative framing
window, skylight and glass door SHGC <0.35
attic kneewalls R19 & attic side air barrier (or U less than or equal to 0.061)
WINDOWS
90% AFUE furnaces or 8.5 HSPFSEER 14 cooling equipment
east facing glazing less than 3% of floor area of impacted unitscertified passive solar design (25% load reduction)
REQUIRED: installed cooling oversized no more than 15% of Manual J (all)
foundation walls insulated with continuous insulation
insulated sheathing R2.5 on metal-framed exterior walls (thermal break)
REQUIRED INSULATIONexterior walls & band joist R13 flat ceilings R38 (requires baffles and blocking in vented attics)
cantilevered floors R19 (blocking between joists required) framed floors R19
sloped/vaulted ceilings R30
foundation walls R10cont./R13 cavity (if basement is inside building envelope)
insulated wall stud cavities R15
loose-fill attic insulation card and rulersenergy heel trusses or raised top plate to allow full insulation coverage
insulated headers
attic radiant barrier
outdoor thermostat for heat pumps
HEATING AND COOLING SUBTOTAL
zone control with wired dampers - one system services multiple zones
ROOF SUBTOTALHEATING AND COOLING EQUIPMENT
Multifamily Final 9.11.08.xls Page 3
POINTS SCORE DOCUMENTATION 2H- DUCTWORK / AIR HANDLER
1 - - Contract2 - - Contract
3 REQUIRED: supply and return ductwork insulated to R-8 (R-6 in floor trusses) in unconditioned space - - Contract4 REQUIRED: fresh air intake connected to return plenum with damper - - Contract5 2 2 Architect Certification6 5 07 5 5 Architect Certification8 2 2 Contract9 1 0
10 1 1 Contract11 3 3 Architect Certification12 5 5 test results13 1 1 Architect Certification14 3 015 4 4 Architect Certification16 1 1 Architect Certification17 3 3 Architect Certification
27 2I- DUCT BLASTER TEST
1 REQUIRED: Duct blaster test result <6% of floor area served leakage to outside - - test results2 Duck blaster result <5% of floor area served to outside 20 03 Duct blaster result <4% of floor area served to outside 25 04 Total duct leakage not to exceed 10% of system airflow capacity/nom. 400 cfm/ton 10 0
2J- WATER HEATER1 REQUIRED: heat traps on all water heaters - - Contract2 shower drain heat recovery device 2 03 high efficiency water heater (exceed min Energy Factor: gas 0.59 electric 0.92) 1 0
2 05 4 06 1 07 1 1 Contract8 1 09 10 0
10 4 011 all hot water fixtures have less than 20 ft of pipe connecting to water heater 2 2 Architect Certification
3 2K- ENERGY EFFICIENT LIGHTING / APPLIANCES
1 ENERGY STAR Advanced Lighting Package 2 02 2 03 fluorescent or compact fluorescent fixtures at foyer, hallways, main living and kitchen areas 1 1 Architect Certification4 2 05 2 06 high efficiency parking area lighting 2 2 Architect Certification7 2 2 Architect Certification8 1 1 Architect Certification9 2 0
10 ENERGY STAR clothes washer (in unit) 1 011
3 3 product label
9ENERGY EFFICIENT BUILDING TOTAL 76*Builder must earn a minimum of 75 pts. No more than 90 pts. can be applied to the total score
3-1 2 02 floor joints @ 19.2-in. center (all floors) 3 33 5 04 2 2 Architect Certification5 all wall studs @ 24-in. center 3 06 2 07 2 2 Architect Certification8 2 2 Architect Certification9 3 3 Architect Certification
10 job site framing plan with cut list 1 1 Contract11 job site framing plan with locations of studs, joists, and roof structure with cut list 10 10 Architect Certification
23
WATER HEATER SUBTOTAL
duct design complies with Manual D on a room-by-room basis
airflow for each duct run measured and balanced to within 15 cfm of design valueno ducts in exterior walls or vaulted ceilingsrigid metal supply trunk, all units
REQUIRED: air handlers & duct systems sealed with mastic or mastic tape
air handler located within conditioned space (all units)ducts located within conditioned space
REQUIRED: code approved solid connector for all flex to flex connections
all supply duct take-offs spaced 6" apart (no ducts from cap)no duct take-offs within 6" of supply plenum or trunk caprigid ductwork or all flex duct pulled tight with no pinchesducted return capacity 120% of supply capacity
multiple return ducts or transfer grills (min 1 in each bedroom)interior doors with 1 inch clearance to finish floor
DUCTWORK / AIR HANDLER SUBTOTAL
no open return systems, all units
automatic outdoor lighting controls (e.g. motion sensor)
high efficiency exterior/common area lightingENERGY STAR dishwasher
indoor fluorescent fixtures with integrated ballasts (min 10 watts/100 s.f. of conditioned floor area)
airtight IC rated recessed can lights are compact fluorescent or LED
outside dimensions of floor plan adheres to 2-ft dimensions
floor joists @ 24-in. centers (all floors)
ENERGY STAR refrigerator
≥5 ENERGY STAR bath fans, light fixtures, ceiling fans with light fixtures, appliances (excludes dishwasher and refrigerator)
ENERGY EFFICIENT LIGHTING / APPLIANCES TOTAL
RESOURCE EFFICIENT DESIGN
2-stud corners with drywall clips or alternative framing building cornersT-walls or alternative framing for insulation coverage improvements in wall field
RESOURCE EFFICIENT DESIGN TOTAL
non-load bearing wall studs @ 24-in. centers
window rough openings eliminate jack studnon-structural headers in non-load bearing walls
high efficiency water heater (exceed min Energy Factor: gas 0.62 electric 0.93)
water heater tank insulationwater heater pipe insulation on first two feet of pipeheat recovery water heatingsolar domestic water heating (min 40% of annual load)heat pump water heater
tankless water heater (gas)
DUCT BLASTER TEST SUBTOTAL
Multifamily Final 9.11.08.xls Page 4
POINTS SCORE DOCUMENTATION 4- 4A-
1 sustainably harvested lumber (50%) 3 3 Contract2 3 3 Contract3 1 1 Contract4 1 05 2 06 2 2 Contract7 2 08 4 09 2 0
10 3 3 Contract11 2 012 1 1 Contract13 composite roofing shingle with recycled content (min 25% recycled) 2 014 cabinet faces are reused, MDF, local species or FSC certified wood 2 0
RECYCLED AND NATURAL CONTENT MATERIALS SUBTOTAL 13 4B-
1 2 2 Architect Certification
2 use of open trusses to run ductwork 2 2 Architect Certification3 3 3 Architect Certification4 1 05 1 1 Architect Certification6 1 1 Architect Certification7 1 08 2 09 1 1 Architect Certification
10 1 011 1 012 2 013 2 014 5 015 Insulated Concrete Forms for foundation walls 2 016 2 0
10 4C-
1 REQUIRED: Flashing at wall/roof intersection integrated with wall and roof drainage planes - - Architect Certification2 REQUIRED: Flashing at wall/roof intersection integrated with wall and roof drainage planes - - Architect Certification3 REQUIRED: Climate appropriate drainage plane - - Architect Certification4 REQUIRED: Maintain 2" clearance between wall siding and roof surface - - Architect Certification5 REQUIRED: For roofs that slope along an adjoining wall surface, install kick-out flashing - - Architect Certification6 REQUIRED: All roof valleys direct water away from walls, dormers, chimneys, etc. - - Architect Certification7
- - Architect Certification8 sealed crawlspace, (unless structure is in 100-year flood plane) 4 09 1 1 Architect Certification
10 2 011 3 012 1 1 Architect Certification13 1 1 Architect Certification14 drainage plane installed with all seams and edges sealed per manufacturer's recommendation 1 1 Architect Certification15 3 3 Architect Certification16 2 017 1 1 Architect Certification18 2 019 3 020 1 021 1 1 Architect Certification22 2 2 Architect Certification23 paperless drywall in kitchens, baths and foundation walls 2 024 non-toxic pest treatment of all lumber in contact with foundation 1 1 Architect Certification25 non-toxic pest treatment applied to all lumber 1 026 non-toxic mold inhibitor with warranty appplied to lumber 1 027 outdoor deck material (min 25-year warranty) 1 1 Architect Certification
1336
REQUIRED: Double layer of builder paper or housewrap behind cementitious stucco or stone veneer or synthetic stone veneer (no drainage cavity necessary) on framed walls
roofing (min 30-year warranty)
interior trim finger jointed or MDFengineered exterior trim including soffit, fascia, and trimsteel interior wall framingStructural Insulated Panels (exterior walls)Structural Insulated Panels (roof)
ADVANCED PRODUCTS SUBTOTALDURABILITY
roofing (min 40-year warranty)
RESOURCE EFFICIENT BUILDING MATERIALS
25% of cement in concrete replaced with fly ash or slag
insulation (min 25% recycled)
RECYCLED AND NATURAL CONTENT MATERIALS
recycled content tiles (min 30% recycled)
recycled concrete used as aggregate
reclaimed wood flooring
carpet (min 50% recycled)cork or bamboo flooring (min 10% of total floor area)
ADVANCED PRODUCTSengineered floor framing (80%)
engineered roof framing
biodegradeable carpet and backing (wool, hemp, etc.)outdoor decking and porches (min 40% recycled content)
air conditioner condensing unit pad (min 50% recycled content)natural linoleum in kitchens and bathrooms
all beams are steel, engineered wood, or trussesall headers are steel or engineered woodengineered wall framing (50% of studs)
Insulated Concrete Forms for exterior walls
engineered wall framing (80% of studs)
Precast Autoclaved Aerated Concrete
roofing (min 50-year warranty)roof drip edgeexterior cladding (min 3 sides with 40-year warranty or masonry)
freeze prevention for all water pipessiding with vented rain screenback-primed siding and trim (or vented rain screen behind siding)
DURABILITY SUBTOTALRESOURCE EFFICIENT BUILDING MATERIALS TOTAL
window and door pan & sill flashing integrated with drainage plane
continuous foundation termite flashingroof gutters or system that discharges water 5 feet away from foundation covered entryways (all doors)
window and door head flashing integrated with drainage plane
outdoor structures made from pressure treated lumber
Multifamily Final 9.11.08.xls Page 5
POINTS SCORE DOCUMENTATION
5-1
- - Architect Certification2 1 1 Const Mgt Plan3 3 3 Const Mgt Plan4 1 05 in-fill building deconstruction with minimum 25% material re-use 2 06 5 5 Const Mgt Plan7 3 3 Const Mgt Plan8 1 1 Const Mgt Plan9 1 1 Const Mgt Plan
10 3 3 Const Mgt Plan11 1 1 Const Mgt Plan12 1 1 Const Mgt Plan
18 6- 6A-
1 REQUIRED: No unvented combustion fireplaces or space heaters. - - Architect Certification2 REQUIRED: No air handler equipment in garage or conditioned air supplied to garage - - Architect Certification3 REQUIRED: Sealed combustion furnace or furnace isolated from conditioned space - - Architect Certification4
- - Architect Certification5 all fireplaces have outside combustion air supplied to them 3 06 3 07 2 2 Architect Certification8 4 09 4 0
2 6B-
1 REQUIRED: gravel bed beneath subgrade slab, ongrade or raised slab - - Contract2 plastic as footing wrap or capillary break between footing and foundation 2 03 1 04 2 05 4 4 Architect Certification6 complete gutter system for all buildings 1 1 Architect Certification7 1 1 Architect Certification8 vapor barrier is 10 mil or thicker or reinforced 1 09 100% coverage of vapor barrier in crawl space all seams sealed to piers, walls 2 0
10 2 011 1 1 Architect Certification12 roofing completion and penetration plan posted and enforced 2 2 Architect Certification13 2 2 Architect Certification
11 6C-
1 - - Architect Certification2 - - Architect Certification3 4 4 Architect Certification4 2 2 test results5 3 06 1 07 2 08 exhaust fan wired with light in bathrooms 1 09 5 0
10 1 011 1 012 3 3 Architect Certification13 1 014 ventilation timer on outside air intakes 3 3 Architect Certification15 energy recovery ventilator with closed return system 5 0
12
REQUIRED: Water heater in conditioned space is sealed combustion, power vent, direct vent or electric (no atmospherically vented water heaters in conditioned space)
bath fans ducted with rigid duct (all units)
condensation prevention for cold water pipes
WASTE MANAGEMENT
donation of excess materials or re-use (min $500/job)
Required: No construction materials shall be burned or buried on job site or anywhere but in a state-approved landfill.
central cut area
divert 75% of cardboard
posted and enforced job site waste management plan -recycle 75% of 3 materialsdivert 75% of wood
recycling beverage containers for work crews
WASTE MANAGEMENT TOTALINDOOR AIR QUALITYCOMBUSTION SAFETY
divert 75% of metaldivert 75% of drywall (recycle or grind and spread on site)divert 75% of plasticsdivert 75% of shingles
direct vent, sealed combustion fireplace (all units)
foundation drain at outside perimeter edge of footing
carbon monoxide detector (one per unit required)worst case backdraft depressurization test
air handlers located inside conditioned space (all units)
COMBUSTION SAFETY SUBTOTALMOISTURE CONTROL
foundation drain on top of footing
ceiling fans (minimum of 3 fans)
passive, labeled radon/soil gas vent systemradon test of each building prior to occupancy
drainage board for below grade walls
vapor barrier beneath slab (above gravel) and in crawl space
capillary break between foundation and framing
water heater overflow or leaks captured by drains
REQUIRED: bathroom exhaust fans and clothes dryers ducted to outside
MOISTURE CONTROL SUBTOTALVENTILATION
outside air intake tied directly into return plenum, before filtervented storage room outside the building envelope
ENERGY STAR bath fans (all units)
automatic tub/shower room fan controls (e.g. timer)
kitchen range hood or downdraft vented to exterior
no power roof vents
VENTILATION SUBTOTAL
REQUIRED: fresh air intake with dampers (10 cfm/person)
Multifamily Final 9.11.08.xls Page 6
POINTS SCORE DOCUMENTATION 6D-
1 all insulation urea-formaldehyde free 1 1 Architect Certification2 1 1 Architect Certification3 3 3 Architect Certification4 1 05 1 1 Architect Certification6 low VOC paints (less than 150 g/L) 3 07 1 08 1 1 Architect Certification9 2 2 Architect Certification
10 flush units continuously for one week prior to occupancy 1 1 management plan11 2 2 Contract12 alternative pest control 2 013 1 014 2 015 2 2 Contract
14 INDOOR AIR QUALITY 39
7- 7A-
1 REQUIRED: All fixtures must meet National Energy Policy Act low flow standards. - - Architect Certification2 all units sub-metered 5 5 Architect Certification3 1 04 2 05 2 2 Architect Certification6 2 07 WaterSense labeled toilets (1.3 gal/flush) 3 08 2 09 hot water demand re-circulation (not continous circulation) 2 0
7 7B-
1 1 1 management plan
2 soil tested and amended 5 5 test results3 drought-tolerant landscaping plants--minimum 85% of plantings 5 5 landscape plan4 5 5 landscape plan5 3 3 landscape plan6 2 07 5 08 5 09 3 0
10 5 011 2 2
21 8-
1 10 0 management plan2 2 2 management plan3 2 04 1 1 management plan5 1 1 management plan6 3 3 management plan7 backyard composting bin with instructions for use 2 2 management plan
9 9-
1 2 02 1 1 Cont Mgt Plan3 approved construction materials order and storage management plan 5 5 approved plan4 2 0
6
filter / air cleaner MERV 8 or better (e.g. pleated filter)
reduced VOC stains and finishes on wood floors
low-flush toilets (max 1.45 gal/flush)
WATER CONSERVATION
water filter (NSF certified)front-loading clothes washer
2" pleated filter or thickerducts protected until construction is completed
INDOOR POLLUTANT CONTROL SUBTOTAL
low VOC sealants and adhesives (less than 250 g/L)low VOC carpet certified by the Carpet & Rug Institute
alternative termite treatment
INDOOR USE
all cabinets, shelves, and countertops urea formaldehyde freeall surfaces of particle board sealed with water-based sealantreduced VOC paints (less than 250 g/L)
subfloor urea-formaldehyde free
WATER - INDOOR TOTALWATER - OUTDOORS
low-flow showerheads (max 2.25 gal/min)
faucets with tamper-resistant strainer or flow control within fixture
xeriscapeTM guidebook given to guide management or owner Association
reduced sod area (less than planted and bed areas)no irrigation systemdrip irrigation systemgreywater irrigationrainwater harvest systempermeable materials in 50% or more of walkways water-permeable materials in 50% or more of parking areas label all storm drain or storm inlets to discourage dumping of pollutants
RESIDENT EDUCATIONguaranteed energy billsreview energy operations with homeowner/occupant
WATER - OUTDOORS TOTAL
environmental checklist provided to all subcontractors
uses HBA Homeowner Handbook for warranty standards (or approved equiv.)
markets EarthCraft program
built-in recycling center (unit)local recycling contacthousehold hazardous waste resourcesenvironmental features checklist for walk through
RESIDENT EDUCATION TOTALBUILDER OPERATIONS
BUILDER OPERATIONS TOTAL
INDOOR POLLUTANT CONTROL
Multifamily Final 9.11.08.xls Page 7
POINTS SCORE DOCUMENTATION 10-
1 located within 1/2 mile of park availabe for occupant use 1 1 Architect Certification2 5 5 Architect Certification3 4 04 street trees--minimum interval 40 ft. 3 3 Architect Certification5 5 06 Infill Development 5 5 Architect Certification7 25 0 8 alternative transportation accommodation: bike racks, covered bus stop, etc. 4 09 3 0
10 housing affordability -- 5% 3 3 VHDA Application11 housing affordability --10% 5 5 VHDA Application12 average density greater than 15 units per acre 3 013 centralized community recycling center 3 014 community garden areas 3 015 handicapped visitability at least 150% of minimum unit number required by code 3 3 Architect Certification16 exterior lighting designed to reduce light pollution 4 017 proximity to Regional Bike Path -- Existing 2 018 use of building materials extracted, processed and manufactured within 500 mi (0.5 pts each, max 5 pts)19 common areas use alternative energy (solar pool heater or solar lighting) 5 02021
25MIN
0 1875 76 (Max 90)0 230 360 180 390 70 210 90 60 25
200 278
dedicated pedestrian and bicycle access to surrounding sites
BONUS POINTS
site located within 1/4 mile of mass transit
GRAND TOTAL
BUILDER OPERATIONSBONUS POINTS
RESOURCE EFFICIENT BUILDING MATERIALSWASTE MANAGEMENTINDOOR AIR QUALITY
RESIDENT EDUCATIONWATER - OUTDOORS
RESOURCE EFFICIENT DESIGN
EARTHCRAFT VIRGINIA TOTALSSITE PLANNING
ENERGY EFFICIENT BUILDING ENVELOPE AND SYSTEMS
BONUS POINTS TOTAL
WATER - INDOOR
exceeds ENERGY STAR or 30% goal (1 point for each 5%) Innovation points- Builder sumits specifications for innovative products or design features to qualify for additional points
sidewalk connects project to business district (max 2 miles)
brownfield site
solar electric system providing 10% of project requirements
Multifamily Final 9.11.08.xls Page 8
1
VHDA Certified Management Agents Listing
This list indicates those management firms that have been designated as a VHDA Certified Management Agent as of April 1, 2009. It is important that interested parties review this list prior to executing a management agreement to ensure that they are aware of any changes that may have occurred. Should you have any questions regarding the status of a management agent, please feel free to contact that management company directly. Should you have additional questions, please contact Neal Rogers at 804-343-5870 or [email protected]. AHC Management LLC Richard J. Leeds (703) 271-8400 Albemarle Housing Improvement Program (AHIP) Penny Shifflett (434) 817-2447 America First Properties Management Niles Andersen (402) 444-1630 Amurcon Realty Company Robert W. Schaberg (804) 644-1020 Armiger Management Corporation Mary T. Armiger (410) 964-2334 Artcraft Management, Inc. Earl M. Ferguson (804) 968-4800 BHC Management Company Robert Newman (804) 644-0546 Bonaventure Property Management Services, LLC Dwight D. Dunton III (703) 373-0900 Centrum Management, LLC Mark Weshinskey (703) 433-9231
Community Housing Partners Corp. Orlando Artze (540) 382-2002
Crestline Realty Corporation Shane D. Sullivan (757) 490-9187
DPKY Management Company, LLC David Psimer (423) 239-6812 Drucker & Falk, LLC Ronald B. Melvin (757) 245-1541
Edgewood Management Corporation Jack H. Murray (301) 562-1612 Epoch Properties, Inc. William J. DeWorken (804) 897-9161 F & W Management, L.C. Charles C. Nimmo (540) 774-1641 Gateway Management Services, LLC Lester D. Severe (240) 683-0300 GEM Management, Inc. Gary D. Ellis (704) 357-6000
3
Silverwood Management, Inc. Mark Silverwood (703) 777-8322 S. L. Nusbaum Realty Company Miles Leon (757) 627-8611 South River Development Corp., Inc. R. Edward Delapp (540) 946-9230 Terrace Management, LLC and TAAP Holdings Theodore J. Edlich, III (540) 345-6781
Thalhimer Cushman and Wakefield Stephen B. Brincefield (804) 648-5881
T. M. Associates Management, Inc. Lester D. Severe (240) 683-0300
Virginia Affordable Housing Management Corporation Barbara L. Barnes (804) 343-1200
Virginia Supportive Housing Candice L. Streett (804) 788-6825
Vista Capital Management Group Frank M. Dupree (864) 404-3500
Wesley Housing Development Corp. Shelley S. Murphy (703) 642-3830 Winn Management Company, LLC William Wollinger (617) 742-4500
Winn Managed Properties, LLC William Wollinger (617) 742-4500
Relocation Assistance Plan
Not Applicable (Section Empty)
TAB H
(PHA/Section 8 Notification Letter)
TAB I
(Local CEO Letter)
TAB J
(Homeownership Plan)
Not Applicable (Section Empty)
TAB K
(Site Control Documentation)
TAB L
(Plan of Development Certification Letter)
TAB M
(Zoning Certification Letter)
TAB N
(Copies of 8609’s To Certify Developer Experience)
TAB Q (Documentation of Rental Assistance – N/A)
(Documentation of Utility Allowance)
TAB R
(Documentation of Operating Budget)
TAB S
(Documentation of Project Budget)
TAB T
(Documentation of Financing Sources)
TAB U (Documentation of Syndication)
TAB V
(Nonprofit or LHA Purchase Option or Right of First Refusal)
Not Applicable (Section Empty)
TAB W
(Original Attorney’s Opinion)
TAB Y (Marketing Plan for units meeting accessibility
requirements of HUD section 504)
VHDA Locality Notification Information Form