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2021 Multifamily Uniform Application REVISED February 4, 2021

2/19/2021

2021 Certifications

Due to restrictions under the COVID-19 pandemic, the Department has changed how Certifications for the 2021 Mulitfamily Application are to be submitted. The Certification forms are available on the Department's Multifamily Apply for Funds webpage https://www.tdhca.state.tx.us/multifamily/apply-for-funds.htm There are options for all Certifications to be submitted as notarized documents, or with an Unsworn Declaration. Certifications should be uploaded as a single package to the the ServU folder for the Application. Staff will remove the Unsworn Declaration pages to protect personal information, prior to saving the Certification behind this tab.

2/19/2021

Required for Tax Exempt Bond Developments only 4% Housing Tax Credit/Bond Application Filing Development Name:

NOT APPLICABLE

Lottery Application For Applicants who participated in the Texas Bond Review Board (TBRB) 2021 Lottery and the lottery results indicated the application will be prioritized for a Certificate of Reservation to be issued in January 2021, the complete Application, including all required Third Party Reports, accompanied by the Application Fee described in §11.901 of the QAP may be submitted on December 7, 2020 in accordance with §11.201(2)(A) of the QAP. NOTE: For those who choose not to submit the complete Application in December and are a Priority 1 or 2 Application, the complete Application, excluding Third Party Reports, must be submitted to the Department before the TBRB can issue the Certificate of Reservation in January. Please refer to §11.201(2) of the QAP for Application requirements. Non-Lottery Application Priority 1 or 2 Application: The Application Fee described in §11.901 of the QAP and the complete Application, with the exception of the Third Party Reports, must be submitted to the Department before the TBRB will issue the Certificate of Reservation. The Third Party Reports must be submitted on the fifth day of the month and the Application may be scheduled for a Board meeting at which the decision to issue a Determination Notice would be made approximately 90 days following such submission deadline. If the fifth day falls on a weekend or holiday, the submission deadline shall be on the next business day. Priority 3 Application Application will not be accepted until after the TBRB has issued a Certificate of Reservation and may be submitted on the fifth day of the month. Priority 3 Application submissions must be complete, including all Third Party Reports and the required Application Fee described in §11.901 of the QAP, before they will be considered accepted by the Department and meeting the submission deadline for the applicable Board meeting date. A copy of the Certificate of Reservation or email from TBRB indicating the Reservation has been issued must be submitted with the Payment Receipt. Applicant is unable to obtain a Certificate of Reservation, as of November 2021, from the current program year. Submit a complete Application without a bond reservation, provided that, a copy of the inducement resolution is included in the Application, and a Certificate of Reservation is issued as soon as possible by BRB staff in January 2022. The determination as to whether a 2021 Application can be submitted and supplemented with 2022 forms and certifications, will be at the discretion of staff. Applicants are encouraged to communicate with staff any issues and timing considerations unique to a Development as early in the process as possible.

An Inducement Resolution has been approved by the Bond Issuer and a copy is provided here or behind Tab 8. See Board Meeting and Corresponding Submission Dates on Next Page 2/19/2021

Board Meeting and Corresponding Submission Dates. (Note: The Department will require at least 90 days to review an Application. The Application will be subject to the review priority established under §11.201(6) of the QAP). Complete Application Due Date:

Targeted Board Meeting Date:

December 7, 2020

March 11, 2021

January 5, 2021

April 8, 2021

February 5, 2021

May 13, 2021

March 5, 2021

June 17, 2021

April 5, 2021

July 22, 2021

June 7, 2021

September 2, 2021

July 6, 2021

October 14, 2021

August 5, 2021

November 10, 2021

September 7, 2021

December 9, 2021

October 5, 2021

January, 2022*

November 5, 2021

February, 2022*

December 6, 2021

March, 2022*

*The TDHCA Board Meeting dates for 2022 will be updated once available.

2/19/2021

2021 Development Owner’s Certification ‐ notarized

Development Owner Certification, Acknowledgement and Consent All defined terms used in this certification and not specifically defined herein have the meanings ascribed to them in Tex. Gov’t Code Chapter 2306, §42 of the Internal Revenue Code, and 10 TAC §11.1(d). The undersigned, in each and all of the following capacities in which it may serve or exist ‐‐ Applicant, Development Owner, Developer, Guarantor of any obligation of the Applicant, and/or Principal of the Applicant and hereafter referred to as “Applicant” or “Development Owner,” whether serving in one or more such capacities, is hereby submitting its Application to the Department for consideration of Department funding. Applicant hereby represents, warrants, acknowledges and certifies to the Department and to the State of Texas that: The Development will adhere to the Texas Property Code relating to security devices and other applicable requirements for residential tenancies, and will adhere to local building codes or, if no local building codes are in place, then to the most recent version of the International Building Code. This Application and all materials submitted to the Department constitute records of the Department subject to Tex. Gov’t Code, Chapter 552. Any person signing the certification acknowledges that they have the authority to release all materials for publication on the Department’s website and release them in response to a request for public information, and make other use of the information as authorized by law. This includes all Third Party reports, which will be posted in their entirety on the Department’s website, as they constitute a part of the Application. The Application is in compliance with all requirements related to the eligibility of an Applicant, Application and Development as further defined in 10 TAC §§11.101 and 11.202. Any issues of non‐compliance have been disclosed. All representations, undertakings and commitments made by Applicant in the Application process expressly constitute conditions to any Commitment, Determination Notice, Carryover Allocation, or Direct Loan Commitment for such Development which the Department may issue or award, and the violation of any such condition shall be sufficient cause for the cancellation and rescission of such Commitment, Determination Notice, Carryover Allocation, or Direct Loan Award Letter, Commitment or Contract by the Department. To the extent allowed under Tex. Gov’t Code §2306.6720, if any such representations, undertakings and commitments concern or relate to the ongoing features or operation of the Development, they shall be enforceable even Page 1 of 12 January 10, 2021

2021 Development Owner’s Certification ‐ notarized

if not reflected in the Land Use Restriction Agreement (LURA). All such representations, undertakings and commitments are also enforceable by the Department and the residents of the Development, including enforcement by administrative penalties for failure to perform (consistent with Chapter 2, Subchapter C of the title relating to Administrative Penalties), in accordance with the LURA. When providing a Pre‐Application, Application or other materials to a state representative, local governmental body, Neighborhood Organization, or anyone else to secure support or approval, an Applicant must disclose in accordance with the Department’s rules those aspects of the Development that may not have been determined or selected or may be subject to change, such as changes in the amenities ultimately selected and provided. The Development Owner is and will remain in compliance with state and federal laws, including but not limited to, fair housing laws, including Chapter 301, Property Code, Title VIII of the Civil Rights Act of 1968 (42 U.S.C. §§3601 et seq.), the Fair Housing Amendments Act of 1988 (42 U.S.C. §§3601 et seq.), the Civil Rights Act of 1964 (42 U.S.C. §§2000a et seq.), the Americans with Disabilities Act of 1990 (42 U.S.C. §§12101 et seq.), the Rehabilitation Act of 1973 (29 U.S.C. §§701 et seq.), Fair Housing Accessibility, the Texas Fair Housing Act; and the Development is designed consistent with the Fair Housing Act Design Manual produced by HUD, and the Texas Accessibility Standards. (§2306.257; §2306.6705(7)). The Development Owner has read and understands the Department’s fair housing educational materials posted on the Department’s website as of the beginning of the Application Acceptance Period. All Applications proposing Rehabilitation (including Reconstruction unless otherwise provided for in 10 TAC Chapter 11) will be treated as substantial alteration, in accordance with 10 TAC Chapter 1, Subchapter B. The Development Owner will establish a reserve account consistent with Tex. Gov’t Code §2306.186, and as further described in §11.302(d)(2)(I), relating to Replacement Reserve Account requirements. The Development will operate in accordance with the applicable compliance monitoring requirements found in 10 TAC Chapter 10, Subchapters F and G. The Development Owner agrees to implement a plan to use Historically Underutilized Businesses (HUB) in the development process consistent with the HUB Guidelines for contracting with the State of Texas. The Development Owner will be required to submit a report of the success of the

Page 2 of 12 January 10, 2021

2021 Development Owner’s Certification ‐ notarized

plan as part of the cost certification documentation, in order to receive IRS Form 8609 or, if the Development does not have Housing Tax Credits, release of retainage. The Applicant will attempt to ensure that at least thirty percent (30%) of the construction and management businesses with which the Applicant contracts in connection with the Development are Minority Owned Businesses as further described in Tex. Gov’t Code §2306.6734. The Development Owner will specifically market to veterans through direct marketing or contracts with veterans’ organizations. The Development Owner will be required to identify how they will specifically market to veterans and report to the Department in the annual housing report on the results of the marketing efforts to veterans. Exceptions to this requirement must be approved by the Department. Accessibility Requirements The Development Owner understands that in accordance with Section 504 of the Rehabilitation Act of 1973 and implemented at 24 CFR Part 8, if the Development includes the New Construction or substantial rehabilitation of multifamily units (4 or more units), at least five percent (5%) of all dwelling units will be designed and built to be accessible for persons with mobility impairments. A unit that is on an accessible route and is adaptable and otherwise compliant with the 2010 ADA Standards with the exceptions listed in “Nondiscrimination on the Basis of Disability in Federally Assisted Programs and Activities” (Federal Register 79 FR 29671) meets this requirement. In addition, at least two percent (2%) of all dwelling units will be designed and built to be accessible for persons with hearing or vision impairments. The Development Owner understands that regardless of building type, all Units accessed by the ground floor or by elevator (affected units) must meet the visitability requirements at 10 TAC §11.101(b)(8)(B) or the Applicant has requested a waiver of specific provisions of the visitability requirements at 10 TAC §11.101(b)(8)(B) as necessary for Rehabilitation Developments.. The Development Owner certifies that all accessible Units under 10 TAC Chapter 1, Subchapter B, will be dispersed throughout the Development. The Development Owner certifies that representations made in the Architect Certification are true and correct, and understands that the Department evaluation of architectural drawings may not include a complete assessment of accessibility. The Development Owner is responsible for any modifications necessary to meet accessibility requirements identified at the final construction inspection.

Page 3 of 12 January 10, 2021

2021 Development Owner’s Certification ‐ notarized

The proposed Development is New Construction, is located in an area with an undesirable site feature and a copy of the local ordinance that specifies the proximity of such feature to a multifamily development is included in the Application. The proposed Development is within the minimum separation from housing of a facility under the jurisdiction of a state or federal cognizant agency and documentation substantiating the minimum separation from such agency is included in the Application. The proposed Development is located in an area with an undesirable site feature and mitigation to be considered by staff and the Board is included in the Application (select all that apply): within 300 feet of junkyards as defined in Texas Transportation Code §396.001. within 300 feet of a solid waste facility or sanitary landfill facility or illegal dumping sites (as such dumping sites are identified by the local municipality.) within 300 feet of a sexually‐oriented business as defined in Local Gov’t Code §243.002, or as zoned, licensed and regulated as such by the local municipality. buildings or designated recreational areas (including pools), excluding parking areas, are to be located within 100 feet of the nearest line or structural element of any overhead high voltage transmission line, support structures for high voltage transmission lines, or other similar structures.

within 500 feet of active railroad tracks (unless certain criteria apply pursuant to 10 TAC §11.101(a)(2)(E)).

within 500 feet of heavy industry (i.e. facilities that require extensive use of land and machinery, produce high levels of external noise such as manufacturing plants, or maintains fuel storage facilities (excluding gas stations).

within 10 miles of a nuclear plant. buildings are located within the accident potential zones or the runway clear zones of any airport. one or more pipelines, situated underground or aboveground, which carry highly volatile liquids, or adjacent to a pipeline easement for a pipeline carrying highly volatile liquids; and

The Application includes a plan for developing near the pipeline and mitigation, if any, in accordance with a report conforming to the Pipelines and Informed Planning Alliance (PIPA). Page 6 of 12 January 10, 2021

2021 Development Owner’s Certification ‐ notarized

as further described in 10 TAC §11.101(b)(7), and offered in accordance with 10 TAC §10.619. The tenant must be provided written notice of the elections made by the Development Owner. If income averaging is elected, Unit Designations for all units identified as 20%, 30%, 40%, 50%, 60%, 70%, and 80% Units will be dispersed across all Unit Types to the maximum extent feasible in a manner that does not violate fair housing laws, as required by 10 TAC §10.605(c). If the Applicant is applying for Multifamily Direct Loan funds and the Development consists of New Construction, the Applicant further certifies that the Development meets the Construction Site Standards in 24 CFR §983.57(e)(2) and (3), as applicable. If the Development has an existing LURA with the Department, the Development Owner will comply with the existing restrictions. The Development Owner will comply with any and all notices required by the Department. None of the criteria in subparagraphs 10 TAC §11.202(1) (A) – (N), related to ineligible Applicants, applies to those identified as having Control on the organizational chart for the Applicant, Developer and Guarantor. The individual whose name is subscribed hereto, in his or her individual capacity, on behalf of Applicant, and in all other related capacities described above, as applicable, expressly represents, warrants, and certifies that all information contained in this certification and in the Application, including any and all supplements, additions, clarifications, or other materials or information submitted to the Department are true and correct and the Applicant has undergone sufficient investigation to affirm the validity of the statements made. Further, the Applicant hereby expressly represents, warrants, acknowledges and certifies that the individual whose name is subscribed hereto has read and understands all the information contained in this form of the Application. By signing this document, the undersigned, in their individual capacity, on behalf of Applicant, whether formed or to be formed, and in all other related capacities described above, is affirming under penalty of Tex. Penal Code Ch. 37 titled Perjury and Other Falsification, and subject to criminal penalties as defined by Tex. Penal Code §§37.01 et seq., and subject to any and all other state or federal laws regarding the making of false statements to governmental bodies or the providing of false information in connection with the procurement of allocations or awards, that the Application and all materials relating thereto constitute government documents and that the Application and all materials relating thereto are true, correct, and complete in all material respects.

Page 11 of 12 January 10, 2021

2/22/2021

Tab 2 Attachment to Development Owner Certification 1)

MGroup Holdings, Inc. notified the Department of MGroup’s intent to transfer ownership interest in Rancho de Luna (TDHCA #01078) in May of 2014. The transfer was made at the request of MGroup and was processed and approved by the Department in October of 2014.

The General Partner of Live Oak Village (TDHCA #02011) agreed to sell their respective interests on a voluntary basis to a qualified non-profit at the end of 2016. The sale was approved by TDHCA.

MGroup Holdings, Inc. agreed to sell their respective interests on a voluntary basis to a qualified non-profit at the end of December 2017 for the Rancho del Cielo properties (TDHCA 97026 & 99029). The sale was approved by TDHCA.

MGroup Holdings, Inc. agreed to sell their respective interests on a voluntary basis to a qualified non-profit in October 2018 for the Courts of Las Palomas property (TDHCA 97027).

MGroup Holdings, Inc. agreed to sell their respective interests on a voluntary basis to a qualified non-profit in August 2019 for the La Vista Townhomes property (TDHCA 01002)

2021 Applicant Eligibility Certification ‐ notarized

Applicant Eligibility Certification All defined terms used in this certification and not specifically defined herein have the meanings ascribed to them in Tex. Gov’t Code Chapter 2306, §42 of the Internal Revenue Code, and 10 TAC §11.1(d). The undersigned, in each and all of the following capacities in which it may serve or exist or be contemplated to bring a new entity into existence (Applicant, Development Owner, Developer, Guarantor of any obligation of the Applicant, or Principal of the Applicant and hereafter referred to as “Applicant,” whether serving in one or more such capacities), is hereby submitting its Application to the Department for consideration of multifamily funding. Applicant hereby represents, warrants, agrees, acknowledges and certifies to the Department and to the State of Texas that: It affirms that they have read and understand, as applicable, Title 10, Texas Administrative Code (10 TAC), Chapters 1, 8, 11, 12, and 13. Specifically, the undersigned understands the requirements under 10 TAC §11.101 of the Qualified Allocation Plan (QAP), Site and Development Requirements and Restrictions, as well as Internal Revenue Code Section 42. It has obtained all necessary consents and approvals, and conducted all necessary diligence to enable it to make these certifications and to perform any all agreements and to give all consents provided for or made herein. All representations, undertakings and commitments made by Applicant in the Application process for a Development, whether with respect to Threshold Criteria, selection criteria or otherwise, expressly constitute conditions to any Commitment, Determination Notice, Carryover Allocation, or Direct Loan Contract for such Development which the Department may issue or award, and the violation of any such condition shall be sufficient cause for the cancellation and rescission of such Commitment, Determination Notice, Carryover Allocation, or Direct Loan Commitment by the Department. To the extent allowed under Tex. Gov’t Code §2306.6720 if any such representations, undertakings and commitments concern or relate to the ongoing features or operation of the Development, they shall each and all shall be enforceable even if not reflected in the Land Use Restriction Agreement. All such representations, undertakings and commitments are also enforceable by the Department or the tenants of the Development, including but not limited to enforcement by assessment of administrative penalties for failure to perform, in accordance with the Land Use Restriction Agreement, the entry of orders by the Department’s Governing Board requiring strict performance, or the obtaining of injunctive relief. The Applicant, Affiliate, Development Owner, Developer, Guarantor or other Related Party have Page 1 of 6 December 14, 2020

2021 Applicant Eligibility Certification ‐ notarized

not been or are barred, suspended, or terminated from procurement in a state or Federal program or listed in HUD’s System for Award Management (SAM). The Applicant, Affiliate, Development Owner, Developer, Guarantor or other Related Party have not been convicted of a state or federal felony crime involving fraud, bribery, theft, misrepresentation of material fact, misappropriation of funds, or other similar criminal offenses within 15 years preceding the Application submission. The Applicant, Affiliate, Development Owner, Developer, Guarantor or other Related Party, at the time of Application, are not subject to an enforcement or disciplinary action under state or federal securities law or by the NASD; is subject to a federal tax lien; or is the subject of a proceeding in which a Governmental Entity has issued an order to impose penalties, suspend funding, or take adverse action based on an allegation of financial misconduct or uncured violation of material laws, rules, or other legal requirements governing activities considered relevant by the Governmental Entity. The Applicant, Affiliate, Development Owner, Developer, Guarantor or other Related Party have not breached a contract with a public agency and failed to cure that breach within the timeframe provided or allowed by contract. If such breach is permitted to be cured under the contract, notice of the breach has been given and a reasonable opportunity to cure. The Applicant, Affiliate, Development Owner, Developer, Guarantor or other Related Party have not represented to a subcontractor the extent to which the Developer has benefited from contracts or financial assistance that has been awarded by a public agency, including the scope of the Developer's participation in contracts with the agency and the amount of financial assistance awarded to the Developer by the agency. The Applicant, Affiliate, Development Owner, Developer, Guarantor or other Related Party have not been found by the Board to be ineligible based on a previous participation review performed in accordance with 10 TAC Chapter 1, Subchapter C. The Applicant, Affiliate, Development Owner, Developer, Guarantor or other Related Party is not delinquent in any loan, fee, or escrow payments to the Department in accordance with the terms of the loan, as amended, or is otherwise in default with any provisions of such loans. The Applicant, Affiliate, Development Owner, Developer, Guarantor or other Related Party has cured any past due fees owed to the Department within the time frame provided by notice from the Department and at least 10 days prior to the Board meeting at which the decision for an award is to be made. Neither Applicant, Affiliate, Development Owner, Developer, Guarantor or other Related Party is

Page 2 of 6 December 14, 2020

2021 Applicant Eligibility Certification ‐ notarized

in violation of a state revolving door or other standard of conduct or conflict of interest statute, including Tex. Gov’t Code §2306.6733, or a provision of Tex. Gov’t Code Chapter 572, that would prohibit the Person from participating in the Application in the manner and capacity they are participating. The Applicant, Affiliate, Development Owner, Developer, Guarantor or other Related Party have no previous Contracts or Commitments that have been partially or fully de‐obligated during the 12 months prior to the submission of the Application due to a failure to meet contractual obligations, and the Person is not on notice that such de‐obligation results in ineligibility under 10 TAC Chapter 11 or 10 TAC Chapter 13. The Applicant, Affiliate, Development Owner, Developer, Guarantor or other Related Party will not allow previous Contracts or Commitments to be partially or fully de‐obligated between the date of Application submission through the date of final allocation or award, due to a failure to meet contractual obligations Neither Applicant, Affiliate, nor any member of the Development Team has provided false or misleading documentation or made other intentional or negligent material misrepresentations or omissions in or in connection with an Application (and certifications contained therein), Commitment, Direct Loan Contract, or Determination Notice for a Development. The Applicant, Affiliate, Development Owner, Developer, Guarantor or other Related Party have not been the owner or Affiliate of the owner of a Department assisted rental development for which the federal affordability requirements were prematurely terminated and the affordability requirements have not re‐affirmed or Department funds repaid. Neither Applicant, Affiliate nor any member of the Development Team has participated in the dissemination of misinformation about affordable housing and the persons it serves or about a competing Applicant that would likely have the effect of fomenting opposition to an Application where such opposition is not based on substantive and legitimate concerns that do not implicate potential violations of fair housing laws. The Applicant will not violate Tex. Gov’t Code §2306.1113 relating to Ex Parte Communication and further explained in 10 TAC §11.202(2)(A). For any Development utilizing Housing Tax Credit or Tax‐Exempt Bonds, at all times during the two‐year period preceding the date the Application Round begins (or for Tax‐Exempt Bond Developments any time during the two‐year period preceding the date the Application is submitted to the Department), the Applicant or a Related Party is not or has not been a member of the Board or employed by the Department as the Executive Director, Chief of Staff, General Counsel, a Deputy Executive Director, the Director of Multifamily Finance, the Chief of Page 3 of 6 December 14, 2020

2021 Applicant Eligibility Certification ‐ notarized

Compliance, the Director of Real Estate Analysis, a manager over the program for which an Application has been submitted, or any person exercising such responsibilities regardless of job title; or in violation of Tex. Gov’t Code §2306.6733. For any Development utilizing Housing Tax Credits, the Applicant will not propose to replace in less than 15 years any private activity bond financing of the Development described by the Application, unless the exceptions in Tex. Gov’t Code §2306.6703(a)(2) are met. All the instances in which any Principal or any entity or Person in the Development ownership structure who was or is involved as a Principal in any other affordable housing transaction, that has terminated voluntarily or involuntarily within the past ten years or is negotiating to terminate their relationship with any other affordable housing development have been fully disclosed pursuant to 10 TAC §11.202(1)(M). Applicant understands that failure to disclose is grounds for termination. All housing developments with which Applicant, Affiliate, Development Owner, Developer, Guarantor and/or Principal thereof participating, are in compliance with: state and federal fair housing laws, including Chapter 301, Property Code, the Texas Fair Housing Act; Title VIII of the Civil Rights Act of 1968 (42 U.S.C. Section 3601 et seq.); and the Fair Housing Amendments Act of 1988 (42 U.S.C. Section 3601 et seq.); the Civil Rights Act of 1964 (42 U.S.C. Section 2000a et seq.); the Americans with Disabilities Act of 1990 (42 U.S.C. Section 12101 et seq.); and the Rehabilitation Act of 1973 (29 U.S.C. Section 701 et seq.). The making of an allocation or award by the Department does not constitute a finding or determination that the Development is deemed qualified to receive such allocation or award. Applicant agrees that the Department or any of its directors, officers, employees, and agents will not be held responsible or liable for any representations made to the undersigned or its investors; therefore, Applicant assumes the risk of all damages, losses, costs, and expenses related thereto and agrees to indemnify and hold harmless the Department and any of its officers, employees, and agents against any and all claims, suits, losses, damages, costs, and expenses of any kind and of any nature that the Department may hereinafter suffer, incur, or pay arising out of its decisions and actions concerning this Application or the use of information therein. Applicant, Affiliate, Development Owner, Developer, Guarantor or other Related Party is not subject to any pending criminal proceedings and if any such proceeding or any other charges which would invalidate the certifications are finally adjudicated or otherwise disposed of prior to Carryover, Determination Notice, or Closing, the Applicant will immediately notify the Department. Such notification must be presented to the Board for consideration at the next available Board meeting. The individual whose name is subscribed hereto, in his or her individual capacity, on behalf of Page 4 of 6 December 14, 2020

2021 Applicant Eligibility Certification ‐ notarized

Applicant, and in all other related capacities described above, as applicable, expressly represents, warrants, and certifies that all information contained in this certification and in the Application, including any and all supplements, additions, clarifications, or other materials or information submitted to the Department in connection therewith as required or deemed necessary by the materials governing the multifamily funding programs are true and correct, and the Applicant has undergone sufficient investigation to affirm the validity of the statements made. The Applicant agrees that the Department may, at its discretion, request additional information and/or documentation in its evaluation of this Application and is authorized but not obligated under this document to conduct its own investigation regarding any information required requested and or provided in relation to the Application or the Development. Further, the Applicant hereby expressly represents, warrants, and certifies that the individual whose name is subscribed hereto has read and understands all the information contained in this form of the Application. By signing this document, the undersigned, in their individual capacity, on behalf of Applicant, whether formed or to be formed, and in all other related capacities described above, is affirming under penalty of Tex. Penal Code Chapter 37 titled Perjury and Other Falsification and subject to criminal penalties as defined by the State of Texas, that the Application and all materials relating thereto constitute government documents and that the Application and all materials relating thereto are true, correct, and complete in all material respects.

Page 5 of 6 December 14, 2020

Mark Musemeche

2/22/2021

21020

TAB 4 MULTI FAMILY DIRECT LOAN CERTIFICATION NOT APPLICABLE

Applicant Information Page Provide the contact information for the Applicant and any staff responsible for Administrative Deficiencies or clarifications to the Application. 1. Applicant Contact Information Name: Mark Musemeche Email:

713-522-4141 Office

Extension

mark@mgroupcompanies.com

Mailing Address:

Mobile

1013 Van Buren St. Street Houston City

2. Second Contact Name: Ofelia Elizondo Email:

Phone:

TX State

Phone:

77019 Zip

713-522-4141 Office

Extension

ofelia@mgroupcompanies.com

Mobile 3. Consultant Contact (if applicable) Name: NA

Phone: Office

Email:

Extension

Mobile

Mailing Address: Street City

State

Zip

2/19/2021

Competitive Housing Tax Credit Selection Self-Score (10 TAC §11.9) This form will self-populate based on scoring selections made throughout the Application. Applicant should refer to this form to ensure scoring selections are accurate prior to submitting the Application. Corrections must be made in the applicable section(s) of the Application. Criteria Promoting Development of High Quality Housing Points Point Item Description QAP Reference Selected Unit Sizes §11.9(b)(1)(A) 6 Unit, Development Construction, and Energy and Water Efficiency Features §11.9(b)(1)(B) 9 Sponsor Characteristics §11.9(b)(2) 2 High Quality Housing Total 17 Criteria to Serve and Support Texans Most In Need Points Point Item Description QAP Reference Selected Income Levels of Residents §11.9(c)(1) 15 Rent Levels of Residents §11.9(c)(2) 11 Resident Services §11.9(c)(3) 11 §11.9(c)(4) 7 Opportunity Index Underserved Area §11.9(c)(5) 4 Residents with Special Housing Needs §11.9(c)(6) 3 Proximity to Job Areas §11.9(c)(7) 6 Serve and Support Texans Most in Need Total 57 Criteria Promoting Community Support and Engagement Points Point Item Description QAP Reference Selected Local Government Support §11.9(d)(1) Commitment of Development Funding by Local Political Subdivision §11.9(d)(2) 1 Declared Disaster Area §11.9(d)(3) 10 Quantifiable Community Participation §11.9(d)(4) Community Support from State Representative §11.9(d)(5) Input from Community Organizations §11.9(d)(6) Concerted Revitalization Plan §11.9(d)(7) Community Support and Engagement Total 11 Criteria Promoting the Efficient Use of Limited Resources and Applicant Accountability Points Point Item Description QAP Reference Selected Financial Feasibility §11.9(e)(1) 26 Cost of Development per Square Foot §11.9(e)(2) 12 Pre-application Participation §11.9(e)(3) 6 Leveraging of Private, State, and Federal Resources §11.9(e)(4) 3 Extended Affordability §11.9(e)(5) 4 Historic Preservation §11.9(e)(6) 0 Right of First Refusal §11.9(e)(7) 1 Funding Request Amount §11.9(e)(8) 1 Efficient Use of Limited Resources and Applicant Accountability Total 53 Point Deductions §11.9(f) Total Application Self-Score 138

2/19/2021

Multifamily Direct Loan Self-Score (10 TAC §13.6) This form will self-populate based on scoring selections made throughout the Application. Applicant should refer to this form to ensure that scoring selections are accurate prior to submitting the Application. Corrections must be made in the applicable section(s) of the Application. 10 TAC Reference

Point Item Description Subsidy Per Unit

MFDL Request/ MFDL or NHTF Units = 80,001-100,000 MFDL Request/ MFDL or NHTF Units = 60,001-80,000 MFDL Request/ MFDL or NHTF Units ≤ 60,000 Rent Levels of Residents Resident Services Opportunity Index Underserved Area Tiebreaker

§13.6(4)

§13.6(5) §11.9(c)(3) §11.9(c)(4) §11.9(c)(5) Total Application Self-Score §13.6(6)

Points Selected 0 0 0 0 11 7 4 22 0%

Site Information Form Part I Self Score Total:

138

1. Development Address (All Programs) SE corner of Bay Area Blvd & Seawolf Dr Address 6 77058 Harris Region Zip County

Urban Rural/Urban

ETJ? No Houston City No Rural via §11.204(5)(B) Rural Designation

2. Census Tract Information (All Programs) 48201341100 11-digit Census Tract Number

QCT?

Median Household Income:

57527

Quartile:

Poverty Rate:

12.9

The poverty rate for the Census Tract is above 40% (55% for Regions 11 or 13), and the Governing Body resolution has been submitted behind Tab 8.

3. Resolutions (Competitive HTC and Tax-Exempt Bonds, if applicable) (10 TAC §11.3) Check the boxes of true statements below. Resolutions must be provided to demonstrate eligibility for any unchecked item. X Twice the State Average Per Capita. The proposed Development is NOT located in a municipality or a county that has more than twice the state average of units per capita supported by Tax Credits or Private Activity Bonds. (§11.3(c)). X One Mile Three Year Rule. The proposed Development is NOT a New Construction or Adaptive Reuse development that will be located one mile or less from a New Construction HTC or Bond Development serving the same type of household and awarded within the applicable three-year period and has not been withdrawn or terminated, OR the Development meets one of the exceptions in §11.3(d)(2) of the QAP (provide evidence of exception). (§11.3(d)). X Limitations on Developments in Certain Census Tracts (20% Rule). The proposed Development is NOT a New Construction or Adaptive Reuse development that will be located in a census tract that has more than 20% HTC units per total households. (§11.3(e)). 4. Two Mile Same Year Rule (Competitive HTC Only) (10 TAC §11.3(b)) The Development Site is not located in a county with a population that exceeds one million. The site is located in a municipality with a population of two million or more where a federal disaster has been declared, and the municipality is authorized to administer disaster recovery funds as a subgrant recipient. X The site is located in a county with a population that exceeds one million and is not located within 2 linear miles of the proposed Development Site of any eligible Pre-application in the same county. The site is located in a county with a population that exceeds one million and is located within 2 linear miles of the site of the following eligible Pre-application(s) within the same county:

5. Proximity of Development Sites (Competitive HTC Only) (10 TAC §11.3(f)) X The Development Site is not located in a county with a population less than one million. The site is located in a county with a population less than one million and is not contiguous to or within 1,000 feet of the site for any other eligible Pre-application(s) serving the same Target Population. The site is located in a county with a population less than one million and is contiguous to or within 1,000 feet of the site for the following eligible Pre-application(s) serving the same Target Population: 6. One Award per Census Tract Limitation (Competitive HTC Only) (10 TAC §11.3(g)) The Application is USDA or At-Risk, or is in a Rural Subregion. The Application is not USDA or At-Risk, and the Development Site is located in a census tract in an Urban subregion and the following eligible Pre-application(s) are located in the same census tract:

7. Zoning (10 TAC §11.204(11)) and Flood Zone Designation (10 TAC §11.101(a)(1)) (All Programs) Development Site is appropriately zoned? Flood Zone Designation:

Yes

Zoning Designation: no zoning Entire Development Site is outside the 100 year floodplain.

Yes

2/19/2021

Farmland Designation (To be completed if requesting MFDL funds.)

8. Site & Neighborhood Standards (New Construction/Reconstruction Direct Loan Only) (10 TAC §13.2(12)); (24 CFR 92.202 or 93.150) Confirm the following supporting documents are provided behind this tab. Statement explaining how the Development will promote greater choice of housing opportunities and avoid undue concentration of assisted persons in areas containing a high proportion of low-income persons. DP-1 Profile of General Demographic Characteristics (2010) Census data for the census tract and city (and county if proposed site is located in a rural area) where the proposed site will be located. DP-1 Census data can be accessed using the data.census.gov Advanced Search option at https://data.census.gov/cedsci/

9. School Rating (All Programs) (Tex. Gov't Code §2306.6710(a)); (10 TAC §11.101(a)(3)(B)(iv)) Children of the proposed development will attend: Grades through X School Name Falcon Elem 1 through

Space Center Int

through

Clear Lake HS

through

TEA Rating XXXX* XXXX* MS A

through through

*Account for most recent year available prior to Application and most recent year available preceding for each school .

School district has no attendance zones and the closest schools are listed. The Development Site is located within the attendance zone of an elementary school, a middle school or a high school that has a TEA rating of D for the most recent year available prior to Application and an IR rating for the most recent year available preceding; or a TEA rating of F for most recent year available prior to Application and a Met Standard rating for most recent available year preceding. Pursuant to §11.101(a)(3)(C) of the QAP no mitigation is required for 2021 Applications. X The Application meets the following exception(s). Applicant is required to enter school rating information above and disclose the presence of the Neighborhood Risk Factor, but no mitigation is required. (§11.101(a)(3)(B)). X Elderly Development Development encumbered by a TDHCA LURA on the first day of the Application Acceptance Period or date the pre-application is submitted (if applicable) Supportive Housing SRO Development or Supportive Housing Development where all Units are Efficiency Units

2/19/2021

Supporting Documentation for the Site Information Form Part I Maps: X Street Map with Site Drawn and Identified X Census Tract Map with Development Site Identified https://www.huduser.gov/portal/sadda/sadda_qct.html https://data.census.gov/cedsci/

Resolutions: n/a Twice the State Average of Units Per Capita Resolution n/a One Mile Three Year Resolution or evidence of other exception n/a Housing Tax Credit Units per Total Household Resolution Poverty Rate Resolution

A Resolution is attached if the poverty rate exceeds 40% (or 55% for Regions 11 and 13).

For Tax-Exempt Bond Applications the resolution of no objection to satisfy requirements of 10 TAC §11.204(4) of the QAP is included For Tax-Exempt Bond Applications the resolution of no objection to satisfy requirements of 10 TAC §11.204(4) of the QAP is not included and will be provided under separate cover no later than the Resolutions Delivery Date described in §11.2(b) of the QAP. Zoning and Floodplain X Evidence of Zoning and/or Evidence of Re-Zoning Process X Evidence of Flood Zone Designation (FIRM or local government documentation) Farmland Designation Information is included in the ESA. Information is included behind this tab. Go to

https://websoilsurvey.nrcs.usda.gov/app/WebSoilSurvey.aspx

and

• Go to “Quick Navigation”, select address and enter street address, city, and state. If the Development Site does not have a fixed address, enter the street, city and state. • Just below where it says “Area of Interest Interactive Map” and to the left of where it says “Legend” is a row of buttons. Two at the end are labeled "AOI” for area of interest. Click the rectangle or triangle button based on the relative shape of the Development Site • Outline the Development Site, getting as much within the rectangle or triangle as possible. • Select the tab for “Soil Data Explorer”, select “Land Classifications”, then select “Farmland Classification”. • Select “View Rating”. You may need to scroll down to see it. • In the upper right corner, select "Printable Version". Name it if you wish, scale to "Fit to page", printed sheet size "A landscape (11" x 8.5"). Make sure the box labeled "show UTM Coordinate Ticks" is checked. Select "View". • Save the file as a PDF and include it in the Application.

2/19/2021

Site and Neighborhood Standards (New Construction/Reconstruction Direct Loan Only) Descriptive statement regarding promoting housing choice explains HOW the Development will promote greater choice of housing opportunities and avoid undue concentration of assisted persons in areas containing a high proportion of low income persons. DP-1 Profile of General Demographic Characteristics (2010) for census tract and city (and county if proposed site is located in a Rural Area) where the proposed Development Site is located (found using the Advanced Search option at www.census.gov). Educational Quality (all Applications) X

School Attendance Zone Map with Development labeled;

TEA accountability information for each school; Neighborhood Risk Factors Report, if applicable, is behind Tab 2;

NOTE that consideration for Developments within zones considered ineligible by 10 TAC §11.101(b)(1)(C) would only be achieved through the waiver process as outlined in 10 TAC §11.207, and that waiver must be submitted prior to submission of the pre-application (if one is submitted) or the full application. A Neighborhood Risk Factors Report is not acceptable for ineligibility. If schools are the only Neighborhood Risk Factor, the Report is not required for 2021 Applications.

2/19/2021

CITY OF HOUSTON Planning and Development

Sylvester Turner Mayor Margaret Wallace Brown Director P.O. Box 1562 Houston, Texas 77251-1562 T. 832.393.6600 F. 832.393.6661 www.houstontx.gov

Effective Date: January 1, 2020 OFFICIAL CITY OF HOUSTON ZONING LETTER To: Whom It May Concern The City of Houston does not have a city-wide comprehensive zoning ordinance. However, there are certain land use regulations for properties located within the area described below and in attached map: 

Land surrounding the Houston airports, including George H. Bush Intercontinental Airport (IAH), Houston Hobby Airport (HOU), and Ellington Airport (EFD). There are certain land use regulations and height/hazard area regulations for properties located within the airport land use envelope and federally regulated airspace. The regulations can be viewed in the City of Houston Code of Ordinances, Chapter 9, Article VI and VII at https://library.municode.com/tx/houston/codes/code_of_ordinances?nodeId=COOR_CH9AV Regulations and maps for each airport are also available at https://www.fly2houston.com under the Resources/Regulatory tab



Tax Increment Reinvestment Zone (TIRZ) # 1, St. George Place- Zoning regulations control the use of land within the TIRZ boundaries. A copy of the TIRZ 1 planning and zoning regulations is available at http://stgeorgeplace.org/

All other applicable development regulations can be found in the Code of Ordinances. The direct link to the codes site is https://library.municode.com/tx/houston/codes/code_of_ordinances This letter does not address any separately filed restrictions that may be applicable to a property. For the most up to date City of Houston boundary, visit https://cohegis.houstontx.gov/cohgisweb/houstonctp/

Margaret Wallace Brown, Director Council Members: Amy Peck Jerry Davis Abbie Kamin Carolyn Evans-Shabazz Dave Martin Tiffany Thomas Greg Travis Karla Cisneros Robert Gallegos Edward Pollard Martha Castex-Tatum Mike Knox David W. Robinson Michael Kubosh Letitia Plummer Sallie Alcorn Controller: Chris B. Brown

MF RCVD Tue 6/8/2021 9:40 AM-LC

CITY OF HOUSTON Planning and Development Department

Sylvester Turner Mayor Margaret Wallace Brown Director P.O. Box 1562 Houston, Texas 77251-1562 T. 832.393.6600 F. 832.393.6661 www.houstontx.gov

Effective Date: January 1, 2021 OFFICIAL CITY OF HOUSTON ZONING LETTER

To: Whom It May Concern The City of Houston does not have a city-wide comprehensive zoning ordinance. However, there are certain land use regulations for properties located within the areas described below and in attached map: •

Land surrounding the Houston airports, including George H. Bush Intercontinental Airport (IAH), Houston Hobby Airport (HOU), and Ellington Airport (EFD). There are certain land use regulations and height/hazard area regulations for properties located within the airport land use envelope and federally regulated airspace. The regulations can be viewed in the City of Houston Code of Ordinances, Chapter 9, Article VI and VII at https://library.municode.com/tx/houston/codes/code_of_ordinances?nodeId=COOR_CH9AV. Regulations and maps for each airport are also available at https://www.fly2houston.com under the Resources/Regulatory tab.

•

Tax Increment Reinvestment Zone (TIRZ) # 1, St. George Place - Zoning regulations control the use of land within the TIRZ boundaries. A copy of the TIRZ 1 planning and zoning regulations is available at http://stgeorgeplace.org/download/tirz/documents/TIRZ_1_Zoning_Regulations.pdf.

All other applicable development regulations can be found in the Code of Ordinances. The direct link to the code’s site is https://library.municode.com/tx/houston/codes/code_of_ordinances. This letter does not address any separately filed restrictions that may be applicable to a property.

Margaret Wallace Brown, Director

Council Members: Amy Peck Tarsha Jackson Abbie Kamin Carolyn Evans-Shabazz Dave Martin Tiffany D. Thomas Greg Travis Karla Cisneros Robert Gallegos Edward Pollard Martha Castex-Tatum Mike Knox David W. Robinson Michael Kubosh Letitia Plummer Sallie Alcorn Controller: Chris Brown

City of Houston Land Use Boundary Map

George H. Bush Intercontinental Airport (IAH)

Hobby Airport (HOU)

3 4

Ellington Field (EFD)

St. George TIRZ #1 Land Use Boundaries Expressway Major Thoroughfare Houston City Limits Houston ETJ

Source: City of Houston GIS Division, Harris County Appraisal District, Harris County Enginer's Office, Houston Airport System St. George TIRZ 1 Date: 12/27/2018 Reference: NAD 1983 StatePlane Texas South Central FIPS 4204 Feet

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This product is for informational purposes and may not have been prepared for, or be suitable for legal, engineering, or surveying purposes. Users of this information should review or consult the primary data and information sources to ascertain the usability of the information.

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School Year 2018-19

FALCON PASS EL Grades Served EE-5 Student Enrollment Details 608 Students Enrolled Address 2465 FALCON PASS DR, HOUSTON, TX 77062

District CLEAR CREEK ISD

SCHOOL OVERVIEW 2018-19 HOW WELL DID THIS SCHOOL PERFORM OVERALL?

CHANGE OVER TIME

2017-18 Met Standard 90 out of 100

2018-19 A 94 out of 100

94 out of 100 This shows how well this school prepared students for success, both in school and after high school in college, a career, or the military.

This section showcases annually the overall grade of this campus to showcase their improvement over time. The overall grade is based on performance in the three domains listed below.

OVERALL PERFORMANCE DETAILS STUDENT ACHIEVEMENT

SCHOOL PROGRESS

CLOSING THE GAPS

90 out of 100

92 out of 100

98 out of 100

Student Achievement shows how much students know and are able to do at the end of the school year.

School Progress shows how students perform over time and how that growth compares to similar schools.

The Closing the Gaps domain tells us how well di erent populations of students in a district are performing.

WHERE DID THIS SCHOOL PERFORM EXCEPTIONALLY WELL?  ACADEMIC ACHIEVEMENT IN SCIENCE  TOP 25%: COMPARATIVE ACADEMIC GROWTH  ACADEMIC ACHIEVEMENT IN MATHEMATICS  POSTSECONDARY READINESS

 ACADEMIC ACHIEVEMENT IN ENGLISH LANGUAGE ARTS/READING  TOP 25%: COMPARATIVE CLOSING THE GAPS

School Year 2018-19

FALCON PASS EL Grades Served EE-5 Student Enrollment Details 608 Students Enrolled Address 2465 FALCON PASS DR, HOUSTON, TX 77062

District CLEAR CREEK ISD

HOW ARE SCORES CALCULATED? STUDENT ACHIEVEMENT Component

Score

% of grade

STAAR Performance

100%

Total

100%

SCHOOL PROGRESS The higher score of Academic Growth or Relative Performance is used. Component

Score

% of grade

Academic Growth

100%

Relative Performance

Total

100%

Score

% of grade

Grade Level Performance

100

30.0%

Academic Growth/Graduation Rate

100

50.0%

English Language Pro ciency

100

10.0%

Student Achievement

10.0%

Total

100%

CLOSING THE GAPS Component

School Year 2018-19

SPACE CENTER INT Grades Served 6-8 Student Enrollment Details 1,030 Students Enrolled Address 17400 SATURN LN, HOUSTON, TX 77058

District CLEAR CREEK ISD

SCHOOL OVERVIEW 2018-19 HOW WELL DID THIS SCHOOL PERFORM OVERALL?

CHANGE OVER TIME

2017-18 Met Standard 78 out of 100

2018-19 B 81 out of 100

81 out of 100 This shows how well this school prepared students for success, both in school and after high school in college, a career, or the military.

This section showcases annually the overall grade of this campus to showcase their improvement over time. The overall grade is based on performance in the three domains listed below.

OVERALL PERFORMANCE DETAILS STUDENT ACHIEVEMENT

SCHOOL PROGRESS

CLOSING THE GAPS

82 out of 100

75 out of 100

77 out of 100

Student Achievement shows how much students know and are able to do at the end of the school year.

School Progress shows how students perform over time and how that growth compares to similar schools.

The Closing the Gaps domain tells us how well di erent populations of students in a district are performing.

WHERE DID THIS SCHOOL PERFORM EXCEPTIONALLY WELL?    

ACADEMIC ACHIEVEMENT IN SCIENCE TOP 25%: COMPARATIVE ACADEMIC GROWTH ACADEMIC ACHIEVEMENT IN MATHEMATICS POSTSECONDARY READINESS

 ACADEMIC ACHIEVEMENT IN ENGLISH LANGUAGE ARTS/READING  TOP 25%: COMPARATIVE CLOSING THE GAPS  ACADEMIC ACHIEVEMENT IN SOCIAL STUDIES

School Year 2018-19

SPACE CENTER INT Grades Served 6-8 Student Enrollment Details 1,030 Students Enrolled Address 17400 SATURN LN, HOUSTON, TX 77058

District CLEAR CREEK ISD

HOW ARE SCORES CALCULATED? STUDENT ACHIEVEMENT Component

Score

% of grade

STAAR Performance

100%

Total

100%

SCHOOL PROGRESS The higher score of Academic Growth or Relative Performance is used. Component

Score

% of grade

Academic Growth

Relative Performance

100%

Total

100%

Score

% of grade

Grade Level Performance

30.0%

Academic Growth/Graduation Rate

50.0%

100

10.0%

Student Achievement

10.0%

Total

100%

CLOSING THE GAPS Component

English Language Pro ciency

School Year 2018-19

CLEAR LAKE H S Grades Served 9-12 Student Enrollment Details 2,315 Students Enrolled Address 2929 BAY AREA BLVD, HOUSTON, TX 77058

District CLEAR CREEK ISD

SCHOOL OVERVIEW 2018-19 HOW WELL DID THIS SCHOOL PERFORM OVERALL?

CHANGE OVER TIME

2017-18 Met Standard 91 out of 100

2018-19 A 91 out of 100

91 out of 100 This shows how well this school prepared students for success, both in school and after high school in college, a career, or the military.

This section showcases annually the overall grade of this campus to showcase their improvement over time. The overall grade is based on performance in the three domains listed below.

OVERALL PERFORMANCE DETAILS STUDENT ACHIEVEMENT

SCHOOL PROGRESS

CLOSING THE GAPS

93 out of 100

86 out of 100

87 out of 100

Student Achievement shows how much students know and are able to do at the end of the school year.

School Progress shows how students perform over time and how that growth compares to similar schools.

The Closing the Gaps domain tells us how well di erent populations of students in a district are performing.

WHERE DID THIS SCHOOL PERFORM EXCEPTIONALLY WELL?  ACADEMIC ACHIEVEMENT IN SCIENCE  TOP 25%: COMPARATIVE ACADEMIC GROWTH  ACADEMIC ACHIEVEMENT IN MATHEMATICS  POSTSECONDARY READINESS

 ACADEMIC ACHIEVEMENT IN ENGLISH LANGUAGE ARTS/READING  TOP 25%: COMPARATIVE CLOSING THE GAPS  ACADEMIC ACHIEVEMENT IN SOCIAL STUDIES

School Year 2018-19

CLEAR LAKE H S Grades Served 9-12 Student Enrollment Details 2,315 Students Enrolled Address 2929 BAY AREA BLVD, HOUSTON, TX 77058

District CLEAR CREEK ISD

HOW ARE SCORES CALCULATED? STUDENT ACHIEVEMENT Component

Score

% of grade

STAAR Performance

40%

College, Career, and Military Readiness

40%

Graduation Rate

20%

Total

100%

SCHOOL PROGRESS The higher score of Academic Growth or Relative Performance is used. Component

Score

% of grade

Academic Growth

100%

Relative Performance

Total

100%

Score

% of grade

50.0%

10.0%

English Language Pro ciency

100

10.0%

Student Achievement

100

30.0%

100%

CLOSING THE GAPS Component Grade Level Performance Academic Growth/Graduation Rate

Total

Site Information Form Part II Self Score Total:

138

No Part 1 entries are related to Concerted Revitalization Plan, and Opportunity Index points are not requested. If yes, skip down to select amenities under Urban or Rural, as applicable. 1.

Opportunity Index (Competitive HTC and Direct Loan Applications Only) (10 TAC §11.9(c)(4); 10 TAC §13.6(1))

X Development Site is located entirely within a census tract that has a poverty rate that is less than 20% or that is less than the AND

median poverty rate for the region, whichever is higher.

The census tract has a median household income rate in the two highest quartiles within the region (2 points). OR

X The census tract has a median household income in the third quartile within the region, and is contiguous to a census tract

in the first or second quartile for median household income that has a poverty rate of less than the greater of 20% or the median poverty rate for the region, without physical barriers such as (but not limited to) highways or rivers between, and the Development Site is no more than 2 miles from the boundary between the census tracts. A map showing the Development Site, location of the border, scale showing distance, and other applicable evidence is included (1 point).

Contiguous Census Tract # 48201340700

Contiguous Tract Quartile

2nd

X Development is Urban and Development Site is within the required radius of eligible amenities or services, pursuant to §11.9(c)(4)(B)(i) of the QAP. A map showing the Development Site, scale showing radius, location of the amenities, and evidence that the amenity meets all applicable requirements of the rule, is included. NOTE: Applicants seeking points under 10 TAC §11.9(c)(4)(B)(i)(I) or (II) related to distance from a playground or transit stop must provide a map that clearly illustrates the accessible route and distance. full service grocery store (1 point)(2 miles)

licensed center serving children (1 point)(3 miles)

pharmacy (1 point)(2 miles)

delivered meals service (1 point)

health-related facility (1 point)(4 miles) university or community college (1 point)(6 miles) census tract with ≥27% associate degrees adults ≥25 indoor recreation facility available to public (1 point) outdoor recreation facility available to public (1 point Development is Rural or USDA and Development Site is within the required distance of eligible amenities or services pursuant to §11.9(c)(4)(B)(ii) of the QAP. A map showing the Development Site, scale showing radius, location of the amenities, and evidence that the amenity meets all applicable requirements of the rule, is included.

X No members of the Applicant or Affiliates had an ownership position in a selected amenity or served on the board or staff of a nonprofit that owned or managed a selected amenity within the year preceding the Pre-Application Final Delivery Date. Application is seeking points for Opportunity Index.

Total Points Claimed:

If necessary, provide a brief summary of how the Development Site is justifying the points selected: see attached summary of selection and points requested

2/19/2021

Underserved Area (Competitive HTC and Direct Loan Applications Only) (10 TAC §11.9(c)(5); 10 TAC §13.6(3)) Applications may qualify for up to five (5) points for proposed Developments located in ONE of the following areas: No

Wholly or partially within a Colonia (2 points); (Note: Not eligible if application qualifies for Opportunity Index points)

Entirely within the boundaries of an Economically Distressed Area (1 point); (Note: Not eligible if application qualifies for Opportunity Index points)

Yes

Entirely within a census tract that does not have another Development that was awarded less than 30 years ago according to the Department’s property inventory tab of the Site Demographic Characteristics Report (4 points);

For areas that did not score above, entirely within a census tract that does not have another Development that was awarded less than 20 years ago according to the Department’s property inventory tab of the Site Demographic Characteristics Report (3 points);

For areas that did not score above, entirely within a census tract that does not have another Development that was awarded less than 15 years ago according to the Department’s property inventory tab of the Site Demographic Characteristics Report (2 points);

Entirely within a census tract whose boundaries are wholly within an incorporated area and the census tract itself and all of its contiguous census tracts do not have another Development that was awarded less than 15 years ago according to the Department’s property inventory tab of the Site Demographic Characteristics Report. This item will apply in Places with a population of 100,000 or more, and will not apply in the At-Risk Set-Aside (5 points); Contiguous Census Tract #

Contiguous Census Tract #

Entirely within a census tract where, according to American Community Survey 5-year Estimates, the population share of persons below the 200% federal poverty level decreased by 10% or more and where the total number of persons at or above the 200% poverty level increased by 15% or more from 2010 to 2017. This measure is referred to as the Affordable Housing Needs Indicator in the Site Demographic Characteristics Report (3 points);

An At-risk or USDA Development placed in service 25 or more years ago, that is still occupied, and that has not yet received federal funding, or LIHTC equity, for the purposes of Rehabilitation for the Development. (3 points).

Application is seeking points for Underserved Area. 3.

Total Points Claimed:

Proximity to Job Areas (Competitive HTC Applications Only) (10 TAC §11.9(c)(7)) A. Proximity to the Urban Core Application is not in the At-Risk Set-Aside; AND Population of Place is 190,000-749,999 and Development is located w/in 2 miles of the main municipal government administration building. (6 points) OR

Population of Place is 750,000 or more and Development is located w/in 4 miles of the main municipal government administration building. (6 points)

Proximity to Jobs (select one) X Application is not in the At-Risk or USDA Set-Aside; AND X The Development is located within 1 mile of 16,500 jobs. (6 points) The Development is located within 1 mile of 13,500 jobs. (5 points) The Development is located within 1 mile of 10,500 jobs. (4 points) The Development is located within 1 mile of 7,500 jobs. (3 points) The Development is located within 1 mile of 4,500 jobs. (2 points) The Development is located within 1 mile of 2,000 jobs. (1 point)

Application is seeking points for Proximity to Job Areas

Total Points Claimed:

2/19/2021

Concerted Revitalization Plan (Competitive HTC Applications Only) (10 TAC §11.9(d)(7)) Region:

Urban

Application is claiming points for a Concerted Revitalization Plan (CRP). (Up to 7 points). No points were claimed for Opportunity Index. Applicant has selected amenities in the Opportunity Index section and included documentation in the CRP packet. The CRP Packet has been completed and is included behind Tab 10. Application is seeking points for Concerted Revitalization.

Total Points Claimed:

5. Declared Disaster Area (Competitive HTC Applications ONLY) (10 TAC §11.9(d)(3)) X Development is located in an area that qualifies as a Declared Disaster Area as defined in §11.9(d)(3). (10 points) Application is seeking points for Declared Disaster Area.

Total Points Claimed:

6. Readiness to Proceed in Disaster Impacted Counties (Competitive HTC Applications ONLY) (10 TAC §11.9(c)(8))

Due to uncertainty linked to the COVID-19 pandemic, scoring for all Applicants under this item is suspended (no points may be requested, nor will they be awarded) for 2021 HTC Applications.

2/19/2021

Supporting Documentation for the Site Information Form Part II x Opportunity Index (Competitive HTC and Direct Loan Only) X

Map with Development Site boundaries indicated, relative to census tract boundaries

Map with Development Site boundaries indicated, relative to census tract boundaries; and contiguous census tract with evidence of no physical barriers between the tracts

Map(s) of Community Assets with Development, radius, and each asset labeled

Distances are measured from the nearest boundary of the Development Site to the nearest boundary of the property or easement containing the facility, unless otherwise noted. All measurements include ingress/egress and any easements X For each amenity, supporting documentation to evidence how the amenity meets each requirement of the rules. NOTE: Per the rule, regular and recurring substantive services provided by community, civic or service organization must be beyond exclusively congregational or member-affiliated activities. For this item, you must evidence the organization's service activity in the community. Map(s) showing the accessible route and distance to a playground or transit stop X Print-out from DFPS website confirming daycare licensed to serve relevant age groups (http://www.dfps.state.tx.us/Child_Care/Search_Texas_Child_Care/ppFacilitySearchDayCare.asp) Crime rate information for census tract from Neighborhood Scout or local data source dated after October 1, 2020, including the computation used to determine the crime rate (https://www.neighborhoodscout.com)

Print-out from THECB website confirming accreditation of university or community college http://www.txhighereddata.org/Interactive/Institutions.cfm

Evidence amenity is operational or has started site work (for instance: website postings, news paper ads, etc.); evidence of costs or membership fees, age restrictions, as applicable

x Evidence of Underserved Area (Competitive HTC and Direct Loan Only) n/a For Colonia: Evidence from Attorney General of Colonia boundaries; and

https://www.texasattorneygeneral.gov/cpd/colonias

Letter from the appropriate local government official or other evidence that the colonia lacks infrastructure and the Development will enable the current dwellings to connect to such infrastructure; and Map showing development site boundaries, relative to Colonia boundaries, and distance from Rio Grande river border. n/a For Economically Distressed Areas: http://www.twdb.texas.gov/financial/programs/EDAP/index.asp Documentation indicating the boundaries of the EDA and evidence of a Texas Water Development Board award within the last five years; and Map showing development site boundaries, relative to EDA boundaries. X

For other items: Development must be awarded January 1, 2006 or earlier for 15-year threshold, January 1, 2001 or earlier for the 20-year threshold, and January 1, 1991 or earlier for 30-year threshold, as listed in the "Board Approval" column of the Property Inventory tab of the Site http://www.tdhca.state.tx.us/multifamily/apply-for-funds.htm Report posted on the Department's website at X Map with Development Site boundaries indicated, relative to census tract boundaries Map with census tract boundaries indicated, relative to boundaries of incorporated area, if applicable. Map with all contiguous census tracts, if applicable Evidence Development was placed in service 25 or more years ago Evidence Development is still occupied. Submit any rent roll separate from the Application) Evidence or statement that Development has not received federal funding or LIHTC equity for Rehab

x Proximity to Job Areas (Competitive HTC Only) Proximity to Urban Core Map with the appropriate radius, City Hall location, and evidence of meetings regularly scheduled for City Council, City Commission, or similar governing body. OR Proximity to Jobs X US Census’ OnTheMap report, the 2017 data set, indicating only the 2017 data set will be used, unless a newer data set is posted to the US Census Website on or before October 1, 2020. (See the 2021 Application Manual for directions)

2/19/2021

n/a Concerted Revitalization Plan (Competitive HTC Only) CRP Packet, including backup documentation for amenities is inserted behind this tab. x Declared Disaster Area: (Competitive HTC Only) X The county in which the Development Site is located is listed on the 2021 List of Declared Disaster Areas (no further documentation is required). The List of Declared Disaster Areas is posted on the Department's website at http://www.tdhca.state.tx.us/multifamily/apply-for-funds.htm Applicant believes the county in which the Development Site is located was omitted from the list and should be listed. Application includes evidence that the Development Site is located in an area declared to be a disaster area under Tex. Gov’t Code §418.014 at any time within the two-year period preceding the date of Application submission. n/a Readiness to Proceed (Competitive HTC Only) Each piece of evidence provided that is not listed above must be accompanied by a detailed narrative describing how that piece of evidence will allow the Applicant to meet the requirements.

2/19/2021

Opportunity Index and Amenities Scoring List HUNTINGTON BAY AREA - HOUSING TAX CREDIT #21020 1) Development site located entirely within a Census Tract that has a poverty rate of less than the greater of 20% or the median poverty rate for the region and median household income rate in the 3rd quartile within the region and is contiguous to a census tract in the 1st or 2nd quartiles for median household income that has a poverty rate of less than 20% or the median poverty rate for the region– 1 point Site is located in Census Tract 48201341100 and is adjacent to Census Tract 48201340700 2) Development site located in a Census tract where the percentage of adults age 25 and older with an Associate’s degree or higher is 27% or higher as tabulated by the most recent American Community Survey 5-year estimate – 1 point 3) Delivered Meals Service: Bay Area Meals on Wheels – 14045 Space Center Blvd. Houston TX 77062 – 1 point 2 mile Amenities 1) Outdoor Recreation Facility: Clear Lake Sports & Recreation Center – 16511 Diana Lane, Houston Texas 77062 (1 point) 2) Indoor Recreation Facility: Main Event – 1125 Magnolia Ave, Webster Texas 77598 (1 point) 3) Indoor Recreation Facility: 24 Hour Fitness – 1017 Bay Area Blvd. Houston Texas 77058 (1 point) 4) Grocery Store: HEB – 16811 El Camino Real, Houston Texas 77058 (1 point) 5) Pharmacy: CVS – 2469 Bay Area Blvd. Houston Texas 77058 (1 point) 3 mile Amenities 6) Day Care Center: Bell’s Little Angel – 2010 Reseda Dr. Houston, Texas 77062 (1 point) 4 mile Amenities 7) Health-related Facility: UTMB Health Clear Lake– 200 Blossom St. Webster Texas 77598 (1 point) 6 mile Amenities 8) Accredited university or community college: University of Houston Clear Lake Campus – 2700 Bay Area Blvd. Houston, Texas 77058 (1 point)

contiguous census tract 48201340700 2nd quartile

Huntington Site location less than 500 feet to adjacent CT and no physical barrier ( it is also adjacent to CT 3410 that meets the 2nd quartile rule)

contiguous census map diagram

Opportunity Index Data (§11.9(c)(4) of the 2021 Qualified Allocation Plan) The median household income data is from table B19013 and the poverty data is from table S1701 of the 2014 - 2018 5-year American Community Survey (ACS). This data corresponds with the Opportunity Index scoring item at §11.9(c)(4) of the 2021 Qualified Allocation Plan (QAP). The QAP can be found at http://www.tdhca.state.tx.us/multifamily/nofas-rules.htm. Please contact jason.burr@tdhca.state.tx.us with any questions. Census Tract

Contiguous

Geography

County FIPS

County

Region

Median Household Income

Q3 Income

Q2 Income

Q1 income

Median Househol d Income Quartile

Median Poverty Rate by Region

Poverty Rate Rank*

Poverty Rate

48201340700

Census Tract 3407, Harris County, Texas

48201

Harris

73198

41760.5

58456.5

83669

13.6

48201340800

Census Tract 3408, Harris County, Texas

48201

Harris

119433

41760.5

58456.5

83669

13.6

3.2

48201340900

Census Tract 3409, Harris County, Texas

48201

Harris

51368

41760.5

58456.5

83669

13.6

13.8

Contiguous

48201341000

Census Tract 3410, Harris County, Texas

48201

Harris

59124

41760.5

58456.5

83669

13.6

10.7

SITE

48201341100

Census Tract 3411, Harris County, Texas

48201

Harris

57527

41760.5

58456.5

83669

13.6

12.9

48201341201

Census Tract 3412.01, Harris County, Texas

48201

Harris

40476

41760.5

58456.5

83669

13.6

Over

27.6

48201341202

Census Tract 3412.02, Harris County, Texas

48201

Harris

83409

41760.5

58456.5

83669

13.6

10.7

The Development site is located entirely within a census tract that has a poverty rate of less than the greater of 20% or the median poverty rate for the region, with a median household income In the third quartile within the region, and is contiguous to a census tract in the first or second quartile for median household income that has a poverty rate of less than the greater of 20% or The median poverty rate for the region, without physical barriers such as (but not limited to) highways or rivers between, and the Development site is no more than 2 miles from the boundary Between the census tracts.

Educational Attainment Data (§11.9(c)(5) of the 2021 Qualified Allocation Plan) The educational attainment for the population 25 years and over data is from table S1501 2014 - 2018 5-year American Community Survey (ACS). This data corresponds with the Opportunity Index scoring item at §11.9(c)(4) of the 2021 Qualified Allocation Plan (QAP). The QAP can be found at http://www.tdhca.state.tx.us/multifamily/nofas-rules.htm. Please contact jason.burr@tdhca.state.tx.us with any questions. Census Tract

48201341000 48201341100 48201341201

Census Tract Abr.

Census Tract 3410, Harris County, Texas Census Tract 3411, Harris County, Texas Census Tract 3412.01, Harris County, Texas

Estimate Total

5550 2911 2253

Associates Degree or Higher

3224 1047 852

Rate of Assoc degree or higher by Census tract 58.09% 35.97% 37.82%

DELIVERED MEALS SERVICE

site

service area of Bay Area Meals on Wheels

X Clear Lake Sports and Recreation center ( outdoor Recreation)

24 HR Fitness X CVS pharmacy X

HEB

X UTMB Hospital and medical center

OUTDOOR RECREATION FACILITY (within 2 miles) Clear Lake Sports & Recreation Center – 1 point -Outdoor swimming pool -Outdoor tennis courts -Outdoor baseball field -Outdoor playground

Clear Lake Sports and Recreation complex

INDOOR RECREATION FACILITY (within 2 miles) -Main Event – 1 point -24 Hour Fitness

site

Main Event indoor recreation facility

GROCERY STORE (within 2 miles) HEB – 1 point

SITE

PHARMACY (within 2 miles) CVS – 1 point

LICENSED CENTER SERVING CHILDREN (within 3 miles) Bell’s Little Angel – 1 point

HEALTH RELATED FACILITY (within 4 miles) UTMB Health Clear Lake

ACCREDITED UNIVERSITY OR COMMUNITY COLLEGE (within 6 miles) University of Houston Clear Lake campus (1 point)

University of Houston Clear Lake Campus

site

Evidence of university or community college accreditation Institution Name

System Name

Angelo State University Lamar University Midwestern State University Prairie View A&M University Sam Houston State University Stephen F. Austin State University Sul Ross State University

Texas Tech University System Texas State University System

Sul Ross State University Rio Grande College Tarleton State University Texas A&M International University Texas A&M University Texas A&M University at Galveston Texas A&M University System Texas A&M University-Central Texas Texas A&M University-Commerce Texas A&M University-Corpus Christi Texas A&M University-Kingsville Texas A&M University-San Antonio Texas A&M University-Texarkana Texas Southern University Texas State University Texas State University System Texas Tech University Texas Tech University System Texas Woman's University The University of Texas at Arlington The University of Texas at Austin The University of Texas at Dallas The University of Texas at El Paso The University of Texas at San Antonio The University of Texas at Tyler The University of Texas Permian Basin

Texas State University System Texas A&M University System Texas A&M University System Texas A&M University System Texas A&M University System Texas A&M University System Texas A&M University System Texas A&M University System Texas A&M University System Texas A&M University System Texas A&M University System Texas A&M University System

The University of Texas Rio Grande Valley The University of Texas System University of Houston University of Houston System University of Houston-Clear Lake University of Houston-Downtown University of Houston-Victoria University of North Texas University of North Texas at Dallas University of North Texas System UNT Dallas College of Law West Texas A&M University

Address

City

Zip Code

Administrative Officer

2601 W. Avenue N 4400 Martin L. King Boulevard 3410 Taft Boulevard FM 1098 & University Drive 1806 Avenue J 1936 North Street East Highway 90

San Angelo Beaumont Wichita Falls Prairie View Huntsville Nacogdoches Alpine

76909 77710 76308-2099 77446 77341 75962 79832

Ronnie D. Hawkins, Jr. Kenneth Evans Suzanne Shipley Ruth J. Simmons Alisa White Scott Gordon Pete P. Gallego

The University of Texas System The University of Texas System The University of Texas System The University of Texas System The University of Texas System The University of Texas System The University of Texas System

Route 3, Box 1200 1333 West Washington 5201 University Boulevard 1265 TAMU Seawolf Parkway Moore Connally Bldg 301 Tarrow 1001 Leadership Place 1700 Hwy 24 6300 Ocean Drive 700 University Boulevard One University Way 7101 University Avenue 3100 Cleburne Avenue 601 University Drive 200 East 10th Street Suite 600 2500 Broadway P.O. Box 42013 304 Administration Drive 701 S. Nedderman Drive University Station 800 West Campbell Road 500 West University Avenue One UTSA Circle 3900 University Boulevard 4901 East University

Eagle Pass Stephenville Laredo College Station Galveston College Station Killeen Commerce Corpus Christi Kingsville San Antonio Texarkana Houston San Marcos Austin Lubbock Lubbock Denton Arlington Austin Richardson El Paso San Antonio Tyler Odessa

78852 76402 78041 77843-1265 77553 77840-7896 76549 75429 78412 78363 78224 75503 77004 78666 78701 79409 79409 76204-5589 76019 78712 75080-3021 79968 78249-0601 75799 79762

Pete P. Gallego James Hurley Pablo Arenaz John L. Junkins Col. Michael E. Fossum John Sharp Marc Nigliazzo Mark Rudin Kelly Miller Mark A. Hussey Cynthia Teniente-Matson Emily F. Cutrer Kenneth Huewitt Denise Trauth Brian McCall Lawrence Schovanec Tedd L. Mitchell Carine M. Feyten Teik C. Lim Jay C. Hartzell Richard C. Benson Heather Wilson Taylor Eighmy Michael V. Tidwell Sandra K. Woodley

The University of Texas System The University of Texas System University of Houston System University of Houston System University of Houston System University of Houston System University of Houston System University of North Texas System University of North Texas System University of North Texas System University of North Texas System Texas A&M University System

1201 West University Drive 601 Colorado 4800 Calhoun Road 3100 Cullen Boulevard Suite 205 2700 Bay Area Boulevard One Main Street 3007 N. Ben Wilson 1155 Union Circle #311277 7300 University Hills Boulevard 1901 Main Street 1901 Main Street 2501 4th Avenue

Edinburg Austin Houston Houston Houston Houston Victoria Denton Dallas Dallas Dallas Canyon

78541 78701-2982 77204 77204-6001 77058-1098 77002 77901-5731 76203 75241 75201 78501 79016

Guy Bailey James Milliken Renu Khator Renu Khator Ira K. Blake Antonio D. Tillis Robert Glenn Neal J. Smatresk Robert Mong Lesa Roe Royal Furgeson Walter Wendler

Texas A&M University System Texas State University System Texas State University System

Texas State University System Texas State University System Texas Tech University System Texas Tech University System

UNDERSERVED AREA – 4 points Census Tract 48201341100 (Huntington Bay Area) The Census Tract is wholly within the City Limits of Houston, Texas Census Tract has never been awarded any qualifying developments

Huntington Site

under served census map diagram

PROXIMITY TO JOBS

site

Google map GPS location

2021 Declared Disaster Areas

Counties Eligible under §11.9(d)(3) of the 2021 QAP As of November 4, 2020, all counties in Texas are eligible for points under §11.9(d)(3) of the QAP (related to Criteria promoting community support and engagement - Declared Disaster Area).

Site Information Form Part III

Self Score Total:

138

1. Site Acreage Please identify site acreage as listed in each of the following exhibits/documents. Site Control: 3.46

Site Plan: 3.46

Feasibility Report Survey: 3.46

Appraisal:

ESA: 3.5

Feasibility Report Engineer's Plan: 3.46

(*) Should equal acreage indicated in site control documents less acreage intended to be dedicated, sold or used for public purpose and not to be encumbered by LURA (net acreage). The net acreage will be used for calculating density for all purposes.

Please provide an explanation of any discrepancies in site acreage below: Describe any reductions as a result of dedication of land for roadways, easements or other changes that may occur during development. Explain ALL factors that may affect the probability of the engineer’s or architect’s site plan actually being the final size of the development site.

2. Site Control [10 TAC §11.204(10)] The current owner of the Development Site is (If scattered site & more than one owner refer to Tab 13): Orangestone Gemini, LLC Entity Name 450 W. Medical Center Blvd, suite 250 Address Houston

Hussain Nathoo Contact Name

City

State

77598

2016

Zip

Date of Last Sale

Is the seller affiliated with the Applicant, Principal, sponsor, or any Development Team member, as described in §11.302(e)(1)(B) (Identity of Interest)?

If "Yes," please explain: If "Yes", the Application must include the documentation required by 10 TAC §11.302(e)(1)(B)(ii), as applicable. Did the seller acquire the property through foreclosure or deed in lieu of foreclosure? Identify all of the sellers of the proposed property for the 36 months prior to the first day of the Application Acceptance Period and their relationship, if any, to members of the Development Team: Name:

Relationship: none

Orangestone Gemini, LLC

Site Control is in the form of: Recorded Warranty Deed with corresponding executed closing/settlement statement. X

Contract for sale. If Direct Loan funds are requested, contract includes required language in 10 TAC §13.5(e). Contract for lease. Other, describe Effective date of Contract or Option:

10/21/2020

Expiration of Contract or Option:

9/1/2021

Anticipated Closing Date:

11/1/2021

Title Commitment or Title Policy is included behind this tab (per 10 TAC §11.204(12)). The Property has the following encumbrance(s):

2/19/2021

If the property will be subject to any kind of ownership other than fee simple ownership by the Applicant upon closing on financing, please explain in the box below: [Ground lease, condominium, master lease, etc..] If the property was or will be purchased in advance of an Application being submitted or is anticipated to be purchased while an Application is under review by the Department, please explain the circumstances that necessitated the purchase in the box below. Note that purchase prior to contract may make the Development ineligible for Direct Loan :

3. Ingress/Egress and Easements [10 TAC §11.204(10)(D)] Ingress and egress to a public right of way are not part of the Property described in the site control documentation, and at the time of Commitment, the Applicant will provide: Evidence of an easement, leasehold, or similar documented access; and Evidence that the fee title owner of the property agrees that the LURA may extend to the access easement. 4. Re-platting or Vacating Requirement [10 TAC §11.204(10)(E)] Control of the entire proposed Development Site requires that a right of way be vacated, and evidence that the vacation/re-platting process has started is included. 5. 30% increase in Eligible Basis "Boost" (9% and 4% HTC Only) [10 TAC §11.4(c)] Development qualifies for the boost for: -

Qualified Census tract that has less than 20% HTC Units per household New Construction or Adaptive Reuse Development is in a QCT with 20% or greater Housing Tax Credit Units per household, and a resolution from the Governing Body of the appropriate municipality or county allowing the construction of the Development is included behind Tab 8.†* †Rehabilitation Developments located in a QCT with 20 percent or greater Housing Tax Credit Units per total households are eligible to qualify for the boost and are not required to obtain such a resolution from the Governing Body. * Resolution not due until Resolutions Delivery Date for Tax-Exempt Bond Developments

Development is located in a Small Area Difficult Development Area (SADDA) -

Rural Development (Competitive HTC only)

Development is entirely Supportive Housing (Competitive HTC Only)

Development meets the criteria for the Opportunity Index as identified in §11.9(c)(4) of the Qualified Allocation Plan (Competitive HTC only) Development elects to restrict 10% of units at 30% AMI. These units may not be used to meet any scoring criteria, or used to meet any Multifamily Direct Loan program requirement. (Competitive HTC only) Development is in an area covered by a concerted revitalization plan and elects and is eligible for points under 10 TAC §11.9(d)(7), is not Elderly, and is not located in a QCT. (Competitive HTC only) Development is located in a Qualified Opportunity Zone designated under the Bipartisan Budget Act of 2018 (H.R. 1892). (Competitive HTC only)

If a revised form is submitted, date of submission:

2/19/2021

Support Documentation from Site Information Part III Should be Included Behind this Tab. Site Control Documentation

Evidence of Site Control as described in 10 TAC §11.204(10) Recorded warranty deed, includes corresponding executed settlement statement (or functional equivalent).

X Contract or option for lease (must include language required by 10 TAC §13.5(e) if requesting Direct Loan funds). Contract for sale or option for purchase (must include language required by 10 TAC §13.5(e) if requesting Direct Loan funds). If other form of site control, complete documentation is provided If Identity of Interest, includes documentation described in 10 TAC §11.302(e)(1)(B)(ii), as applicable. Ingress/Egress and Easements Documentation required by 10 TAC §11.204(10)(D) is included, as applicable. Re-platting or Vacating Requirement Documentation required by 10 TAC §11.204(10)(E) is included, as applicable. Title Commitment or Policy

Documentation required by 10 TAC §11.204(12) is included.

Increase in Eligible Basis (30% Boost) Resolution from the Governing Body of the appropriate municipality or county allowing the construction of the Development, if applicable. Census tract map that includes the 11-digit census tract number and clearly shows that the proposed Development is located within a QCT, if applicable. SADDA map clearly showing the Development is located within the boundaries of a SADDA, if applicable. Census tract map that includes the 11-digit census tract number and clearly shows that the proposed Development is located within the boundaries of a Qualified Opportunity Zone, if applicable.

List of Opportunity Zones can be found at : https://www.cdfifund.gov/Pages/Opportunity-Zones.aspx https://opportunityzones.hud.gov/resources/map If QCT or SADDA designation is not for the current year and 30% boost is being claimed, a certification that meets the requirements of §11.(c)(4) of the QAP is provided behind this tab.

2/19/2021

Elizabeth Bowman Clampitt Senior Vice President 1400 Post Oak Blvd, Suite 1200 Houston, TX 77056 Tel + 1 713 888 4000

EXHIBIT ‘A’

OUT-OF-COUNTY TITLE COMPANY NOTICE REGARDING "BUSINESS PRESENCE" The attached title insurance commitment contains information which has been obtained or derived from records and information owned by Title Data, Inc. or one of its subsidiaries (collectively "Title Data"). Title Data owns and maintains land title plants for Harris, Brazoria, Chambers, Fort Bend, Galveston, Jefferson, Liberty, Montgomery and Waller counties, Texas, and has granted our company a license to use one or more of these title plants. Our company's right to access and use Title Data's title plants is governed by the agreement we have with Title Data. This agreement restricts who can receive and/or use a title insurance commitment which is based, in whole or in part, upon Title Data's records and information. We are permitted by Title Data to provide your company with this title insurance commitment if and only if (i) your company is not licensed as a Texas title insurance agent or direct for the county to which this title insurance commitment pertains (unless you are licensed by virtue of a contract with Title Data to access its title plant for this county), (ii) your company is not under contract to a non-Title Data title plant service for the county to which this title insurance commitment pertains, (iii) your company does not maintain a "business presence" (as defined below) in the county to which this title insurance commitment pertains, and (iv) you use this title insurance commitment only for the purpose of your company closing a bona fide real estate transaction which, in your genuine belief, will result in the issuance of a title insurance policy (the foregoing collectively referred to herein as the "Eligibility Requirements"). In the event your company does not satisfy all of the Eligibility Requirements, immediately return this title insurance commitment to our company without reviewing, copying, or otherwise utilizing in any way the information contained therein. Per our agreement with Title Data, a "business presence" is established when a company conducts a real estate closing using its own employees, its agents or its representatives. PLEASE NOTE: sign-ups, witness-only closings, accommodation closings, courtesy closings and similar activities (collectively referred to herein as a "sign-up") are considered to be a "real estate closing" per our agreement with Title Data, and mobile notaries and signing services are considered to be your "agent or representative". In the event your company already has a business presence in the county to which this title insurance commitment pertains, or will have a business presence by virtue of the real estate transaction associated with this title insurance commitment, immediately return it to our company without reviewing, copying, or otherwise utilizing in any way the information contained therein. In the event your company elects to conduct a real estate closing (including a sign-up) within the physical boundaries of the county to which this title commitment pertains (either by using your own employees, an agent or a representative), such conduct would constitute an automatic violation by our company of the terms and conditions of our agreement with Title Data, subjecting us to the assessment of liquidated damages by Title Data. Therefore, as an express condition for us providing your with the attached title insurance commitment and your acceptance and use thereof, you specifically agree (i) that your company meets the Eligibility Requirements, (ii) the consummation of the real estate transaction associated with this title insurance commitment will not result in a violation of such Eligibility Requirements, (iii) not to furnish this title insurance commitment (or any copies thereof) to any title insurance company or agent, and (iv) to indemnify and hold harmless our company from and against any liquidated damages assessed against us by Title Data and all other liabilities, losses or damages incurred by us relating to, or arising out of, our company's providing this title insurance commitment to you. IN THE EVENT YOUR COMPANY IS UNABLE OR UNWILLING TO COMPLY WITH THESE CONDITIONS, IMMEDIATELY RETURN THIS TITLE INSURANCE COMMITMENT TO OUR COMPANY, WITHOUT REVIEWING, COPYING, OR OTHERWISE UTILIZING IN ANY WAY THE INFORMATION CONTAINED THEREIN.

FORM T-7: Commitment for Title Insurance

Page 1 of 17

TITLE DATA, INC. NOTICE REGARDING SURVEYORS The attached title insurance commitment contains information which has been obtained or derived from records and information owned by Title Data, Inc. or one of its subsidiaries (collectively "Title Data"). Title Data owns and maintains land title plants for Harries, Brazoria, Chambers, Fort Bent, Galveston, Liberty, Montgomery and Waller counties, Texas. Title Data created its title plants through the investment of extensive time, labor, skill and money. The information contained in the title plants is protected by federal copyright law and Texas common law on trade secrets and contract. Title Data has granted our company a license to use one or more of its title plants. Our company's right to access and use Title Data's title plants is governed by our contract Title Data. Our contract with Title Data restricts who can receive and/or use a title insurance commitment which is based, in whole or part, upon Title Data's records and information. Under the terms of our contract with Title Data, we are permitted to provide you with the attached title insurance commitment for limited use and distribution only. Specifically, you are sublicensed to deliver, exhibit, or furnish the attached title insurance commitment (or any copies thereof) ONLY to your bona fide employees and a third party who is playing a bona fide role in this proposed real estate transaction, including a lawyer, a lender, a surveyor, a real estate broker or agent, and the parties to this proposed transaction. For purposes of our agreement with Title Data, "deliver, exhibit, or furnish" includes, without limitation, copying this title insurance commitment (whether such copying be by means of a photocopier, facsimile machine, another electronic scanning device, or any other method of reproduction) and providing such copy to any third party. Your furnishing of the attached title insurance commitment to anyone not specifically enumerated above is not permitted by our contract with Title Data and constitutes a breach of our sublicense to you. Your furnishing of the attached title insurance commitment to anyone not specifically enumerated above is also a violation of federal copyright law and Texas common law. Therefore, as an express condition for us providing you with the attached title insurance commitment, you specifically agree to limit its uses to those set forth herein, and to provide a copy of this letter to any party to whom you deliver, exhibit, or furnish the attached title insurance commitment (or any copies thereof). IN THE EVENT YOU ARE UNABLE OR UNWILLING TO COMPY WITH THESE CONDITIONS, IMMEDIATELY RETURN THE TITLE INSURANCE COMMITMENT TO OUR COMPANY, WITHOUT REVIEWING, COPYING, OR OTHERWISE UTILIZING IN ANY WAY THE INFORMATION CONTAINED THEREIN.

Commitment for Title Insurance (T-7) ISSUED BY

First American Title Insurance Company

Commitment THE FOLLOWING COMMITMENT FOR TITLE INSURANCE IS NOT VALID UNLESS YOUR NAME AND THE POLICY AMOUNT ARE SHOWN IN SCHEDULE A AND OUR AUTHORIZED REPRESENTATIVE HAS COUNTERSIGNED BELOW. We FIRST AMERICAN TITLE INSURANCE COMPANY will issue our title insurance policy or policies (the Policy) to You (the proposed insured) upon payment of the premium and other charges due, and compliance with the requirements in Schedule B and Schedule C. Our Policy will be in the form approved by the Texas Department of Insurance at the date of issuance, and will insure your interest in the land described in Schedule A. The estimated premium for our Policy and applicable endorsements is shown on Schedule D. There may be additional charges such as recording fees, and expedited delivery expenses. This Commitment ends ninety (90) days from the effective date, unless the Policy is issued sooner, or failure to issue the Policy is our fault. Our liability and obligations to you are under the express terms of this Commitment and end when this Commitment expires. FIRST AMERICAN TITLE INSURANCE COMPANY

Dennis Gilmore President

Timothy Kemp Secretary

5 Riverway, Ste. 300 Houston, Texas 77056 713-266-2595 www.riverwaytitle.com

By: Andrew Wheat (This Commitment is valid only when Schedules A, B, C, and D are attached)

ISSUED THROUGH THE OFFICE OF:

FIRST AMERICAN TITLE INSURANCE COMPANY Corporate Office 1 First American Way Santa Ana, CA 92707 (800) 854-3643

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COMMITMENT FOR TITLE INSURANCE Issued By

First American Title Insurance Company SCHEDULE A Effective Date: February 19, 2021, 08:00 am

GF No. 200696-AW-1

Issued February 25 2021, 8:00 am 1.

The policy or policies to be issued are: (a) OWNER'S POLICY OF TITLE INSURANCE (Form T-1) (Not applicable for improved one-to-four family residential real estate) Policy Amount: $2,954,570.00 PROPOSED INSURED: MGroup Holdings, Inc., a Texas corporation (b) TEXAS RESIDENTIAL OWNER'S POLICY OF TITLE INSURANCE - ONE-TO-FOUR FAMILY RESIDENCES (Form T-1R) Policy Amount: PROPOSED INSURED: (c) LOAN POLICY OF TITLE INSURANCE (Form T-2) Policy Amount: PROPOSED INSURED: Proposed Borrower: (d) TEXAS SHORT FORM RESIDENTIAL LOAN POLICY OF TITLE INSURANCE (Form T-2R) Policy Amount: PROPOSED INSURED: Proposed Borrower: (e) LOAN TITLE POLICY BINDER ON INTERIM CONSTRUCTION LOAN (Form T-13) Binder Amount: PROPOSED INSURED: Proposed Borrower: (f) OTHER Policy Amount: PROPOSED INSURED: The interest in the land covered by this Commitment is: Fee Simple

Record title to the land on the Effective Date appears to be vested in: ORANGESTONE GEMINI LLC, a Texas limited liability company

Legal description of the land: SEE ATTACHED EXHIBIT "A"

FORM T-7: Commitment for Title Insurance

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Continuation of Schedule A

GF No. 200696-AW-1

EXHIBIT "A" BEING A 3.4646 ACRE TRACT OF LAND IN THE ROBERT W. WILSON SURVEY, ABSTRACT NUMBER 88, IN HARRIS COUNTY, TEXAS, BEING OUT OF AND A PART OF BLOCK NINETEEN (19) OF THE PARTIAL REPLAT OF CLEAR LAKE CITY INDUSTRIAL PARK, SECTION "C" ACCORDING TO THE PLAT RECORDED IN VOLUME 169, PAGE 37, HARRIS COUNTY MAP RECORDS (H.C.M.R.), AND BEING OUT OF AND PART OF A CALLED 7.6271 ACRES OF LAND AS DEEDED TO ORANGESTONE GEMINI, LLC., RECORDED IN HARRIS COUNTY CLERK'S FILE NUMBER (H.C.C.F. NO.) RP-2016-287588, ALSO BEING OUT OF AND PART OF CALLED TRACT 1 DEEDED TO ORANGESTONE MANAGEMENT, LLC., RECORDED IN HARRIS COUNTY CLERK'S FILE NUMBER (H.C.C.F. NO.) RP-2017-317832, SAID 3.4646 ACRES BEING FURTHER DESCRIBED BY METES AND BOUNDS AS FOLLOWS; BEGINNING, AT A 5/8-INCH IRON ROD FOUND IN THE SOUTH RIGHT OF WAY (R.O.W.) LINE OF BAY AREA BOULEVARD (VARIABLE WIDTH PUBLIC R.O.W.) MARKING THE NORTHWEST CORNER OF A CALLED 2.1722 ACRE TRACT OF LAND CONVEYED TO SS BAY AREA BOULEVARD LLC., RECORDED IN H.C.C.F. NO. RP-2016235219, THE NORTHEAST CORNER OF SAID 7.6271 ACRE TRACT AND THE NORTHEAST CORNER OF THE HEREIN DESCRIBED TRACT OF LAND; THENCE, SOUTH 32 DEGREES 18 MINUTES 30 SECONDS EAST, ALONG THE WEST LINE OF SAID 2.1722 ACRE TRACT, AT A DISTANCE OF 297.03 FEET, PASS THE SOUTHWEST CORNER OF SAID 2.1722 ACRE TRACT AND CONTINUING FOR A TOTAL DISTANCE OF 350.03 FEET TO A 1/2-INCH IRON ROD SET WITH CAP (TETRA) FOR THE SOUTHEAST CORNER OF THE HEREIN DESCRIBED TRACT OF LAND WHICH LIES ON THE WEST LINE OF A CALLED 2.8278 ACRE TRACT OF LAND CONVEYED TO REPSDORPH ROAD LP., RECORDED IN H.C.C.F. NO. 20120517397; THENCE, OVER AND ACROSS SAID 7.6271 ACRE TRACT THE FOLLOWING COURSES AND DISTANCES: SOUTH 57 DEGREES 41 MINUTES 30 SECONDS WEST, A DISTANCE OF 197.62 FEET TO A 1/2-INCH IRON ROD SET WITH CAP (TETRA) FOR CORNER; NORTH 32 DEGREES 18 MINUTES 30 SECONDS WEST, A DISTANCE OF 31.58 FEET TO A 1/2-INCH IRON ROD SET WITH CAP (TETRA) FOR CORNER; SOUTH 76 DEGREES 34 MINUTES 56 SECONDS WEST, A DISTANCE OF 263.68 FEET TO A SET "X"; SOUTH 48 DEGREES 59 MINUTES 46 SECONDS WEST, A DISTANCE OF 83.16 FEET TO A SET "X" FOR THE BEGINNING OF A CURVE TO THE LEFT; THENCE, SOUTHWESTERLY ALONG THE ARC OF A CURVE TO THE LEFT MARKING THE LIMIT BETWEEN THE CITY OF HOUSTON AND CITY OF WEBSTER AS DEFINED IN CITY OF WEBSTER ORDINANCE 98-28, AN ARC DISTANCE OF 101.97 FEET, RADIUS OF 2640.00 FEET, CHORD DISTANCE OF 101.96 FEET AND CHORD BEARING OF SOUTH 73 DEGREES 07 MINUTES 11 SECONDS WEST TO A 1/2-INCH IRON ROD SET WITH CAP (TETRA) FOR THE SOUTHWEST CORNER OF THE HEREIN DESCRIBED TRACT OF LAND; THENCE, NORTH 41 DEGREES 01 MINUTES 38 SECONDS WEST A DISTANCE OF 119.57 FEET TO A 1/2-INCH IRON ROD SET WITH CAP (TETRA) FOR THE NORTHWEST CORNER OF THE HEREIN DESCRIBED TRACT IN THE SOUTHEASTERLY RIGHT-OF-WAY LINE OF SAID BY AREA BOULEVARD; THENCE, NORTH 48 DEGREES 51 MINUTES 30 SECONDS EAST, ALONG SAID BAY AREA BOULEVARD, AT A DISTANCE OF 453.46 FEET PASS A 5/8-INCH IRON ROD FOUND, AND CONTINUING FOR A TOTAL DISTANCE OF 653.46 FEET TO THE POINT OF BEGINNING AND CONTAINING WITHIN THESE CALLS 3.4646 ACRES (150,919 SQUARE FEET) OF LAND. Note: The Company is prohibited from insuring the area or quantity of the land described herein. Any statement in the above legal description of the area or quantity of land is not a representation that such area or quantity is correct, but is made only for informational and/or identification purposes and does not override Item 2 of FORM T-7: Commitment for Title Insurance

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Continuation of Schedule A

GF No. 200696-AW-1

Schedule B hereof.

FORM T-7: Commitment for Title Insurance

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COMMITMENT FOR TITLE INSURANCE Issued By

First American Title Insurance Company SCHEDULE B EXCEPTIONS FROM COVERAGE In addition to the Exclusions and Conditions and Stipulations, your Policy will not cover loss, costs, attorneys' fees, and expenses resulting from:

The following restrictive covenants of record itemized below (We must either insert specific recording data or delete this exception): See Item 10 (a) below.

Any discrepancies, conflicts, or shortages in area or boundary lines, or any encroachments or protrusions, or any overlapping of improvements. Upon Company's receipt, review and approval of a current land title survey, and payment of any promulgated premium, this item can be amended to read in its entirety 'shortages in area'."

Homestead or community property or survivorship rights, if any, of any spouse of any insured. (Applies to the Owner's Policy only.)

Any titles or rights asserted by anyone, including, but not limited to, persons, the public, corporations, governments or other entities, a.

to tidelands, or lands comprising the shores or beds of navigable or perennial rivers and streams, lakes, bays, gulfs or oceans, or

to lands beyond the line of harbor or bulkhead lines as established or changed by any government, or

to filled-in lands, or artificial islands, or

to statutory water rights, including riparian rights, or

to the area extending from the line of mean low tide to the line of vegetation, or the rights of access to that area or easement along and across that area.

(Applies to the Owner's Policy only.) 5.

Standby fees, taxes and assessments by any taxing authority for the year 2021, and subsequent years; and subsequent taxes and assessments by any taxing authority for prior years due to change in land usage or ownership, but not those taxes or assessments for prior years because of an exemption granted to a previous owner of the property under Section 11.13, Texas Tax Code, or because of improvements not assessed for a previous tax year. (If Texas Short Form Residential Loan Policy (T-2R) is issued, that policy will substitute "which become due and payable subsequent to Date of Policy" in lieu of "for the year 2021 and subsequent years.")

The terms and conditions of the documents creating your interest in the land.

Materials furnished or labor performed in connection with planned construction before signing and delivering the lien document described in Schedule A, if the land is part of the homestead of the owner. (Applies to the Loan Title Policy Binder on Interim Construction Loan only, and may be deleted if satisfactory evidence is furnished to us before a binder is issued.)

Liens and leases that affect the title to the land, but that are subordinate to the lien of the insured mortgage. (Applies to Loan Policy (T-2) only.)

FORM T-7: Commitment for Title Insurance

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Continuation of Schedule B

GF No. 200696-AW-1

The Exceptions from Coverage and Express Insurance in Schedule B of the Texas Short Form Residential Loan Policy (T-2R). (Applies to Texas Short Form Residential Loan Policy (T-2R) only. Separate exceptions 1 through 8 of this Schedule B do not apply to the Texas Short Form Residential Loan Policy (T-2R).

10.

The following matters and all terms of the documents creating or offering evidence of the matters (We must insert matters or delete this exception.): a.

Any covenants, conditions or restrictions indicating a preference, limitation or discrimination based on race, color, religion, sex, handicap, familial status, or national origin are hereby deleted to the extent such covenants, conditions or restrictions violate 42 USC 3604 {c}. Restrictive covenants filed for record in Volume 169, Page 37, of the Map Records of Harris County, Texas, and Dedicatory Instruments recorded under U139256, U139257, U495735, Z130178, 20190540593, 20190560988, and 20200460470, of the Official Public Records of Harris County, Texas.

Maintenance Charge/Assessments as provided for in instrument(s) recorded in Volume 5205, Page 384, being County Clerk's File No. B731706, of the Deed Records of Harris County, Texas. Subordination to purchase money and/or improvement liens contained therein.

Rights of Parties in Possession. (OWNER POLICY ONLY) (WILL BE DELETED UPON RECEIPT OF AN EXECUTED OWNER AFFIDAVIT)

Visible and apparent easements on or across property described in Schedule A. (WILL BE REMOVED OR REVISED WITH SPECIFIC SURVEY EXCEPTIONS UPON RECEIPT OF AN UPDATED SURVEY)

Rights of tenants, as tenants only, under unrecorded leases or rental agreements, including, but not limited to those evidenced under County Clerk's File Nos. M868425, M868426, M868427, M868428, R914052, and Z517219, Official Public Records of Harris County, Texas. (WILL BE DELETED UPON RECEIPT OF AN EXECUTED TERMINATION OF LEASE)

All leases, grants, exceptions or reservations of coal, lignite, oil, gas and other minerals, together with all rights, privileges, and immunities relating thereto, appearing in the Public Records whether listed in Schedule B or not. There may be leases, grants, exceptions or reservations of mineral interest that are not listed.

Intentionally deleted.

A 10 foot building setback line along the Bay Area Blvd. and Gemini Avenue property line as set forth on the recorded plat and dedication, and as also shown on the survey dated________________, 2020, prepared by __________________, RPLS No., and last revised______________, 202__.

The Drainage easement(s) as set out on plat/map in Volume 169, Page 37 of the Map and/or Plat Records of Harris County, Texas, and as also shown on the survey dated________________, 2020, prepared by __________________, RPLS No., and last revised______________, 202__.

Easement: Electric Distribution Easement granted to Houston Lighting & Power Company Recorded: 12/11/1986 in County Clerk's File No. K874059, of the Official Public Records, Harris County, Texas, and as also shown on the survey dated________________, 2020, prepared by __________________, RPLS No., and last revised______________, 202__.

Mineral and/or royalty interest: Recorded: 10/30/1962 in Volume 4915, Page 242, being County Clerk's File No. B590816 of the Official Public Records of Harris County, Texas. Title to said interest has not been investigated subsequent to the date of the aforesaid instrument.

FORM T-7: Commitment for Title Insurance

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Continuation of Schedule B

GF No. 200696-AW-1

Waiver of Surface Rights executed in instrument recorded inVolume 8262, Page 223, being County Clerk's File No. D240399 of the Deed, Harris County, Texas.

Waiver of Surface Rights executed in instrument recorded in County Clerk's File No. J840634 of the Official Public, Harris County, Texas.

Inclusion within Clear Lake City WA.

FORM T-7: Commitment for Title Insurance

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COMMITMENT FOR TITLE INSURANCE Issued By

First American Title Insurance Company SCHEDULE C Your Policy will not cover loss, costs, attorneys' fees, and expenses resulting from the following requirements that will appear as Exceptions in Schedule B of the Policy, unless you dispose of these matters to our satisfaction, before the date the Policy is issued: 1.

Documents creating your title or interest must be approved by us and must be signed, notarized and filed for record.

Satisfactory evidence must be provided that: a.

no person occupying the land claims any interest in that land against the persons named in paragraph 3 of Schedule A,

all standby fees, taxes, assessments and charges against the property have been paid,

all improvements or repairs to the property are completed and accepted by the owner, and that all contractors, subcontractors, laborers and suppliers have been fully paid, and that no mechanic's, laborer's or materialmen's liens have attached to the property,

there is legal right of access to and from the land,

(on a Loan Policy only) restrictions have not been and will not be violated that affect the validity and priority of the insured mortgage.

You must pay the seller or borrower the agreed amount for your property or interest.

Any defect, lien or other matter that may affect title to the land or interest insured, that arises or is filed after the effective date of this Commitment.

Record a Release of Vendor's Lien retained in Deed: Grantor: BGK Clear Lake Operating Associates, Limited Partnership, a New Mexico limited partnership Grantee: Orangestone Gemini, LLC, a Texas limited liability company Dated: 6/27/2016, to be effective as of 7/1/2016 Recorded: 7/1/2016, in County Clerk's File No. RP-2016-287588, of the Official Public Records, Harris County, Texas.

Additionally Secured by Deed of Trust: Dated: 6/29/2016 Recorded: 7/1/2016, in County Clerk's File No. RP-2016-287589, of the Official Public Records, Harris County, Texas. Amount: $2,062,500.00 Grantor: Orangestone Gemini, LLC, a Texas limited liability company Trustee: Ramon A. Vitulli, III Beneficiary: Allegiance Bank, a Texas banking corporation Said Note being additionally secured by Assignment of Leases and Rents: Dated: 6/29/2016 Recorded: 7/1/2016 in County Clerk's File No. RP-2016-287590, of the Official Public records Harris County, Texas.

Record a Release of Subordinate Deed of Trust to secure a Note: Dated: 5/25/2017 Recorded:6/5/2017, in County Clerk's File No. RP-2017-246574 of the Official Public Records, Harris County, Texas. Amount: $1,396,000.00 Grantor: Orangestone Gemini, LLC, a Texas limited liability company Trustee: Ramon A. Vitulli, III Beneficiary: Allegiance Bank, a Texas banking corporation

FORM T-7: Commitment for Title Insurance

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Continuation of Schedule C

GF No. 200696-AW-1

Said Note being additionally secured by Assignment of Leases and Rents: Dated: 5/25/2017 Recorded: 6/5/2017 in County Clerk's File No. RP-2017-246575, of the Official Public records Harris County, Texas. 8.

Record a Release of Mechanic's and Materialmen's Affidavit and Claim of Lien: Recorded: 9/14/2018 in County Clerk's File No. RP-2018-422127, of the Official Public records, of Harris County, Texas. Claimant: Parallax Services, Inc., d/b/a JM Mechanical Services Amount: $27,542.94

As to ORANGESTONE GEMINI, LLC, a Limited Liability Company, we will require a Resolution of the Managers specific as to the transaction to confirm who is authorized to execute documents on behalf of the company. NOTE: Closer should be satisfied as to the status of said company and that same is in good standing.

10.

We must be furnished with a Corporate Resolution of the Board of Directors of MGroup Holdings, Inc., authorizing the transaction and naming the officers authorized to execute the necessary documents. NOTE: Closer should be satisfied as to the corporate status of said corporation and that same is in good standing.

11.

Water District: Clear Lake City WA Requirement: Notice to be executed and recorded.

NOTICE: The title insurance policy being issued to you contains an arbitration provision. It allows you or the Company to require arbitration if the amount of insurance is $2,000,000 or less. If you want to retain your right to sue the Company in case of a dispute over a claim, you must request deletion of the arbitration provision before the policy is issued. If you are the purchaser in the transaction and elect deletion of the arbitration provision, a form will be presented to you at closing for execution. If you are the lender in the transaction and desire deletion of the Arbitration provision, please inform us through your Loan Closing Instructions. APPLIES TO LOAN POLICY ONLY.

FORM T-7: Commitment for Title Insurance

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Commitment for Title Insurance (T-7) ISSUED BY

First American Title Insurance Company

Schedule D The following disclosures are made pursuant to Procedural Rule P-21 promulgated by the Texas Department of Insurance:

The following individuals are Officers and/or Directors of First American Title Insurance Company, a Nebraska Corporation. 1.

Shareholder owning or controlling, directly or indirectly, ten percent or more of the share of the Underwriter: First American Title Insurance Company is a wholly owned subsidiary of First American Financial Corporation, a public Company formed in Delaware. Directors: Dennis J. Gilmore, Christopher M. Leavell, Jeffrey S. Robinson, Mark E. Seaton, Ellen C. Albrecht Officers: President, Chief Executive Officer: Dennis J. Gilmore; Senior Vice President, Secretary: Jeffrey S. Robinson; and Chief Financial Officer: Mark E. Seaton

2. The following disclosures are made by the Title Insurance Agent Issuing this Commitment:

AGENT: RIVERWAY TITLE GROUP, LLC. dba Riverway Title As to Riverway Title Group, LLC dba Riverway Title (Title Insurance Agent), the following disclosures are made: B-1: Shareholders, owners, partners or other persons having, owning or controlling one percent (1%) or more of Title Insurance Agent are as follows: John D. Hammond and Jesse R. Klingensmith. B-2: Shareholders, owners, partners, or other persons having, owning or controlling ten percent (10%) or more of an entity that has, owns or controls one percent (1%) or more of Title Insurance Agent are as follows: N/A B-3: If Title Insurance Agent is a corporation, the following is a list of the members of the Board of Directors: B-4: If Title Insurance Agent is a corporation, the following is a list of its officers: John D. Hammond, President and CEO; and Jesse R. Klingensmith, Executive Vice-President. C-1. You are entitled to receive advance disclosure of settlement charges in connection with the proposed transaction to which this commitment relates. Upon your request, such disclosure will be made to you. Additionally, the name of any person, firm or corporation receiving a portion of the premium from the settlement of this transaction will be disclosed on the closing or settlement statement.

You are entitled to receive advance disclosure of settlement charges in connection with the proposed transaction to which this commitment relates. Upon your request, such disclosure will be made to you. Additionally, the name of any person, firm or corporation receiving a portion of the premium from the settlement of this transaction will be disclosed on the closing or settlement statement.

(This Schedule D is valid only when cover, Schedule A, B and C are attached) FORM T-7: Commitment for Title Insurance

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Continuation of Schedule D

GF No. 200696-AW-1

You are further advised that the estimated title premium* is Owner's Policy Loan Policy Endorsement Charges Other Total

$14,038.00 $100.00 $25.00 $0.00 $14,163.00

Of this total amount: 15% will be paid to the policy issuing Title Insurance Company: 85% will be retained by the issuing Title Insurance Agent; and the remainder of the estimated premium will be paid to other parties as follows: Amount $250.00

To Whom First American Title

For Services Title Examination

" *The estimated premium is based upon information furnished to us as of the date of this Commitment for Title Insurance. Final determination of the amount of the premium will be made at closing in accordance with the Rules and Regulations adopted by the Commissioner of Insurance."

FORM T-7: Commitment for Title Insurance

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TEXAS TITLE INSURANCE INFORMATION Title insurance insures you against loss resulting from certain risks to your title.

El seguro de título le asegura en relación a perdidas resultantes de ciertos riesgos que pueden afectar el título de su propriedad.

The commitment for Title Insurance is the title insurance company's promise to issue the title insurance policy. The commitment is a legal document. You should review it carefully to completely understand it before your closing date.

El Compromiso para Seguro de Título es la promesa de la compañía aseguradora de títulos de emitir la póliza de seguro de título. El Compromiso es un documento legal. Usted debe leerlo cuidadosamente y endenterlo complemente antes de la fecha para finalizar su transacción.

Your Commitment of Title insurance is a legal contract between you and us. The Commitment is not an opinion or report of your title. It is a contract to issue you a policy subject to the Commitment's terms and requirements. Before issuing a Commitment for Title insurance (the Commitment) or a Title Insurance Policy (the Policy), the Title Insurance Company (the Company) determines whether the title is insurable. This determination has already been made. Part of that determination involves the Company's decision to insure the title except for certain risks that will not be covered by the Policy. Some of these risks are listed in Schedule B of the attached Commitment as Exceptions. Other risks are stated in the Policy as Exclusions. These risks will not be covered by the Policy. The Policy is not an abstract of title nor does a Company have an obligation to determine the ownership of any mineral interest. ---MINERALS AND MINERAL RIGHTS may not be covered by the Policy. The Company may be unwilling to insure title unless there is an exclusion or an exception as to Minerals and Mineral Rights in the Policy. Optional endorsements insuring certain risks involving minerals, and the use of improvements (excluding lawns, shrubbery and trees) and permanent buildings may be available for purchase. If the title insurer issues the title policy with an exclusion or exception to the minerals and mineral rights, neither this Policy, nor the optional endorsements, ensure that the purchaser has title to the mineral rights related to the surface estate. Another part of the determination involves whether the promise to insure is conditioned upon certain requirements being met. Schedule C of the Commitment lists these requirements that must be satisfied or the Company will refuse to cover them. You may want to discuss any matters shown in Schedules B and C of the Commitment with an attorney. These matters will affect your title and your use of the land. When your policy is issued, the coverage will be limited by the Policy's Exceptions, Exclusions and Conditions, defined below. ---EXCEPTIONS are title risks that a Policy generally covers but does not cover in a particular instance. Exceptions are shown on Schedule B or discussed in Schedule C of the Commitment. They can also be added if you do not comply with the Conditions section of the Commitment. When the policy is issued, all Exceptions will be on Schedule B of the Policy. ---EXCLUSIONS are title risks that a Policy generally does not cover. Exclusions are contained in the Policy but not shown or discussed in the Commitment. ---CONDITIONS are additional provisions that qualify or limit your coverage. Conditions include your responsibilities and those of the Company. They are contained in the Policy but not shown or discussed in the Commitment. The Policy Conditions are not the same as the Commitment Conditions. You can get a copy of the policy form approved by the Texas Department of Insurance by calling the Title Insurance Company at 800-854-3643 or by calling the title insurance agent that issued the Commitment. The Texas Department of Insurance may revise the policy form from time to time. You can also get a brochure that explains the policy from the Texas Department of Insurance by calling 1-800-252-3439. Before the Policy is issued, you may request changes in the Policy. Some of the changes to consider are: ---Request amendment of the "area and boundary" exception (Schedule B, paragraph 2). To get this amendment, you must furnish a survey and comply with other requirements of the Company. On the Owner's Policy, you must pay an additional premium for the amendment. If the survey is acceptable to the Company and if the Company's other requirements are met, your Policy will insure you against loss because of discrepancies or conflicts in boundary lines, encroachments or protrusions, or overlapping of improvements. The Company may then decide not to insure against specific boundary or survey problems by making special exceptions in the Policy. Whether or not you request amendment of the "area and boundary" exception, you should determine whether you want to purchase and review a survey if a survey is not being provided to you. ---Allow the Company to add an exception to "rights of parties in possession." If you refuse this exception, the Company or the title insurance agent may inspect the property. The Company may except to and not insure you against the rights of specific persons, such as renters, adverse owners or easement holders who occupy the land. The Company may charge you for the inspection. If you want to make your own inspection, you must sign a Waiver of Inspection form and allow the Company to add this exception to your Policy. The entire premium for a Policy must be paid when the Policy is issued. You will not owe any additional premiums unless you want to increase your coverage at a later date and the Company agrees to add an Increased Value Endorsement.

FORM T-7: Commitment for Title Insurance

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Riverway Title Group, LLC Privacy Information We Are Committed to Safeguarding Customer Information In order to better serve your needs now and in the future, we may ask you to provide us with certain information. We understand that you may be concerned about what we will do with such information - particularly any person or financial information. We agree that you have a right to know how we will utilize the personal information you provide to us. Therefore, together with our subsidiaries we have adopted this Privacy Policy to govern the use and handling of your personal information.

Applicability This Privacy Policy governs our use of the information that you provide to us. It does not govern the manner in which we may use information we have obtained from any other source, such as information obtained from a public record or from another person or entity.

Types of Information Depending upon which of our services you are utilizing, the types of nonpublic personal information that we may collect include: · Information we receive from you on applications, forms and in other communications to us, whether in writing, in person, by telephone or any other means; · Information about your transactions with us, our affiliated companies, or others; and · Information we receive from a consumer reporting agency.

Use of Information We request information from you for our own legitimate business purposes and not for the benefit of any nonaffiliated party. Therefore, we will not release your information to nonaffiliated parties except: (1) as necessary for us to provide the product or service you have requested of us; or (2) as permitted by law. We may, however, store such information indefinitely, including the period after which any customer relationship has ceased. Such information may be used for any internal purpose, such as quality control efforts or customer analysis. We may also provide all of the types of nonpublic personal information listed above to one or more of our affiliated companies. Such affiliated companies include financial service providers, such as title insurers, property and casualty insurers, and trust and investment advisory companies, or companies involved in real estate services, such as appraisal companies, home warranty companies and escrow companies. Furthermore, we may also provide all the information we collect, as described above, to companies that perform marketing services on our behalf, on behalf of our affiliated companies and to other financial institutions with whom we or our affiliated companies have joint marketing agreements.

Former Customers Even if you are no longer our customer, our Privacy Policy will continue to apply to you.

Confidentiality and Security We will use our best efforts to ensure that no unauthorized parties have access to any of your information. We restrict access to nonpublic personal information about you to those individuals and entities who need to know that information to provide products or services to you. We will use our best efforts to train and oversee our employees and agents to ensure that your information will be handled responsibly and in accordance with this Privacy Policy. We currently maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

Information Obtained Through Our Web Site Riverway Title Group, LLC is sensitive to privacy issues on the Internet. We believe it is important you know how we treat the information about you we receive on the Internet. In general, you can visit our Web sites on the World Wide Web without telling us who you are or revealing any information about yourself. This information is aggregated to measure the number of visits, average time spent on the site, pages viewed and similar information. We use this information to measure the use of our site and to develop ideas to improve the content of our site. There are times, however, when we may need information from you, such as your name and email address. When information is needed, we will use our best efforts to let you know at the time of collection how we will use the personal information. Usually, the personal information we collect is used only by us to respond to your inquiry, process an order or allow you access specific account/profile information. If you choose to share any personal information with us, we will only use it in accordance with the policies outlined above.

Business Relationships Riverway Title Group, LLC's site and its affiliates' sites may contain links to other Web sites. While we try to link only to sites that share our high standards and respect for privacy, we are not responsible for the content or the privacy practices employed by other sites.

Cookies Some of Riverway Title Group, LLC's Web sites may make use of "cookie" technology to measure site activity and to customize information to your personal tastes. A cookie is an element of data that a Web site can send to your browser, which may then store the cookie on your hard drive. The goal of this technology is to better serve you when visiting our site, save you time when you are here and to provide you with a more meaningful and productive Web site experience. --------------------------------------------

Fair Information Values Fairness We consider consumer expectations about their privacy in all our business. We only offer products and services that assure a favorable balance between consumer benefits and consumer privacy. Public Record We believe that an open public record creates significant value for society, enhances consumer choice and creates consumer opportunity. We actively support an open public record and emphasize its importance and contribution to our economy. Use We believe we should behave responsibility when we use information about a consumer in our business. We will obey the laws governing the collection, use and dissemination of data. Accuracy We will take reasonable steps to help assure the accuracy of the data we collect, use and disseminate. Where possible, we will take reasonable steps to correct inaccurate information. When, as with the public record, we cannot correct inaccurate information, we will take all reasonable steps to assist consumers in identifying the source of the erroneous data so that the consumer can secure the required corrections. Education We endeavor to educate the users of our products and services, our employees and others in our industry about the importance of consumer privacy. We will instruct our employees on our fair information values and on the responsible collection and use of data. We will encourage others in our industry to collect and use information in a responsible manner. Security We will maintain appropriate facilities and systems to protect against unauthorized access to and corruption of the data we maintain.

FORM 50-PRIVACY (8/1/12)

Privacy Information

Page 16 of 17

FIRST AMERICAN TITLE INSURANCE COMPANY Commitment for Title Insurance Form (T-7)

DELETION OF ARBITRATION PROVISION (Not applicable to the Texas Residential Owner's Policy) Arbitration is a common form of alternative dispute resolution. It can be a quicker and cheaper means to settle a dispute with your Title Insurance Company. However, if you agree to arbitrate, you give up your right to take the Title Company to court and your rights to discovery of evidence may be limited in the arbitration process. In addition, you cannot usually appeal an arbitrator's award. Your policy contains an arbitration provision (shown below). It allows you or the Company to require arbitration if the amount of insurance is $2,000,000 or less. If you want to retain your right to sue the Company in case of a dispute over a claim, you must request deletion of the arbitration provision before the policy is issued. You can do this by signing this form and returning it to the Company at or before the closing of your real estate transaction or by writing to the Company. The arbitration provision in the Policy is as follows: "Either the Company or the Insured may demand that the claim or controversy shall be submitted to arbitration pursuant to the Title Insurance Arbitration Rules of the American Land Title Association ("Rules"). Except as provided in the Rules, there shall be no joinder or consolidation with claims or controversies of other persons. Arbitrable matters may include, but are not limited to, any controversy or claim between the Company and the Insured arising out of or relating to this policy, any service in connection with its issuance or the breach of a policy provision, or to any other controversy or claim arising out of the transaction giving rise to this policy. All arbitrable matters when the Amount of Insurance is $2,000,000 or less shall be arbitrated at the option of either the Company or the Insured, unless the Insured is an individual person (as distinguished from an Entity). All arbitrable matters when the Amount of Insurance is in excess of $2,000,000 shall be arbitrated only when agreed to by both the Company and the Insured. Arbitration pursuant to this policy and under the Rules shall be binding upon the parties. Judgment upon the award rendered by the Arbitrator(s) may be entered in any court of competent jurisdiction."

__________________________________________________ SIGNATURE

FORM T-7: Commitment for Title Insurance

__________________________ DATE

Page 17 of 17

Multiple Site Information Form This exhibit is required if a development site is assembled by aggregating noncontiguous tracts conveyed by one contract, or tracts conveyed by more than one contract whether contiguous or not. For each contract, list the address, legal description and acreage of each tract. The sum of the acreages must equal or exceed the acreage of the corresponding site plan(s) before dedications and other foreseeable reductions. Provide a reconciliation of any discrepancy (dedications, takings, reserves for other uses, etc.). Behind this form, provide a plat of the acquisitions that correspond to each distinct development site. The plat should state the dimensions of each tract and identify the address, legal description and acreage. If the development site boundaries do not match the boundaries of the platted acquisitions, provide an overlay plat of the development site.

NA Contract Number

Census Tract

Street Address

Acreage

Date of Sale

City

Contact Name for Seller

Name of Seller Entity

Only list if owner has owned <36 mos.

Contact Name for Previous Seller

Name of Previous Seller Entity

Seller Address

City

State

Zip

Did the seller acquire the property through foreclosure or deed in lieu of foreclosure? Is the seller affiliated with the Applicant, Principal, sponsor, or Development Team? If yes above, describe relationship: Contract includes more than one tract/lot. Address, legal description, and acreage are below.

a. b. c.

Address

Abbreviated Legal

Acres

Address

Abbreviated Legal

Acres

Address

Abbreviated Legal

Acres

2 Contract Number

Census Tract

Street Address

Acreage

Date of Sale

City

Contact Name for Seller Only list if owner has owned <36 mos.

Name of Seller Entity Only list if owner has owned <36 mos.

Contact Name for Previous Seller

Name of Previous Seller Entity

Seller Address

City

State

Zip

a. b. c.

Address

Abbreviated Legal

Acres

Address

Abbreviated Legal

Acres

Address

Abbreviated Legal

Acres

If a revised form is submitted, date of submission:

2/19/2021

Elected Officials X Elected officials were identified in the Pre-Application , and there have been no changes. (If box above is checked, the rest of the form may be left BLANK .) Elected officials have changed since the Pre-Application was submitted , and information regarding notifications or renotifications is entered below. No Pre-Application was submitted . Please identify all elected officials which represent the Development Site. ** US Representative

District

** While Applicants are not required to notify US Representatives, the Department is required to notify them. Therefore, Applicant must identify the appropriate US Representative of the district containing the Development.

State Senator

District

State Representative

Support Letter

City Mayor

County Judge

School Superintendent Address

District Name

City

Zip

Presiding officer of Board of Trustees Address

District

Email City

Zip

District/Precinct

Email or Phone

District/Precinct

Email or Phone

District/Precinct

Email or Phone

District/Precinct

Email or Phone

District/Precinct

Email or Phone

District/Precinct

Email or Phone

District/Precinct

Email or Phone

District/Precinct

Email or Phone

2/19/2021

Neighborhood Organizations X Organizations were identified in the Pre-Application , and there have been no changes. (If above is checked, the rest of the form may be left BLANK ) Organizations have changed since the Pre-Application was submitted , and information regarding notifications or re-notifications is entered below. Insert an explanation beind this tab. No Pre-Application was submitted . Identify all Neighborhood Organizations on record with the county or Texas Secretary of State as of 30 days prior to the beginning of the Application Acceptance Period, and whose boundaries include the proposed Development Site as of submission of the Application. 1. Name of Organization

Contact Name

Address

City

Zip

Phone

Fax or Email

2. Name of Organization

Contact Name

Address

City

Zip

Phone

Fax or Email

3. Name of Organization

Contact Name

Address

City

Zip

Phone

Fax or Email

4. Name of Organization

Contact Name

Address

City

Zip

Phone

Fax or Email

5. Name of Organization

Contact Name

Address

City

Zip

Phone

Fax or Email

Neighborhood Organizations (Continued)

2/19/2021

Development Narrative 1. The proposed Development is: (Check all that apply ) New Construction

and/or:

(adaptive reuse select New Construction here and adaptive reuse in next box)

NOTE: If "Adaptive Reuse", review 10 TAC §11.1(d)(1) to ensure compliance.

Previous TDHCA #

If applicable

If Reconstruction,

Units Demolished

If Acquisition/Rehab or Rehab, original construction year: Units Reconstructed

2. The Target Population will be: NOTE: If "Elderly Development", review 10 TAC §11.1(d)(47) to ensure compliance.

Elderly If Elderly is selected (10 TAC §11.1(d)(47)):

X Development meets the requirements of the Housing for Older Persons Act under the Fair Housing Act. Development receives federal funding that has a requirement for a preference or limitation for elderly persons or households, but must accept qualified households with children. Selection is based on funding from (select from list): Development will receive other funding that has a requirement for a preference or limitation with regard to the population(s) served. If so, please explain in the box below.

Certification for Supportive Housing Applications If Supportive Housing is selected (10 TAC §11.1(d)(122)), the Applicant or General Partner confirms that: The proposed Development is intended for and targets occupancy for households in need of specialized and specific non‐medical services in order to maintain housing or transition into independent living. Supportive services are tailored for members of a household with specific non-medical needs (select all that apply): Homeless or Persons at‐risk of homelessness Persons with physical, intellectual, and/or developmental disabilities Youth aging out of foster care Persons eligible to receive primarily non‐medical home or community‐based services Persons transitioning out of institutionalized care Persons unable to secure permanent housing elsewhere due to high barriers Persons with Special Housing Needs (alcohol or drug addictions, VAWA protections, HIV/AIDS, Veterans with Disabilities Other target populations that are served by a federal or state housing program (provide documentation behind this Tab) Describe:

Services will be provided by the Applicant or an Affiliate of the Applicant. Services will be provided by a Third Party provider and evidence that the provider has at least a three-year record of providing substantive services similar to those proposed in the subject Application in residential settings is provided behind this Tab.

2/19/2021

Supportive services will meet the minimum requirements provided in clauses (i) –(iv) of §11.1(d)(122)(D) of the Qualified Allocation Plan. Documentation that the Applicant or General Partner has secured or will secure sufficient funds necessary to maintain the Supportive Housing Development's operations throughout the entire Affordability Period is included behind this Tab. Evidence of the Applicant's or General Partner's history of fundraising activities reasonably deemed to be sufficient to address any unanticipated operating losses is included behind this Tab. As a condition of the Underwriting Report, the Applicant or General Partner will provide a fully executed guaranty agreement whereby the Applicant or its Affiliate assume financial responsibility of any outstanding operating deficits, as they arise, and throughout the entire Affordability Period. Development will comply with the Tenant Selection Criteria requirements at §11.1(d)(122)(D)(v) Development financing meets all requirements of 10 TAC §11.1(d)(122)(E)(i) Development financing meets the requirements of 10 TAC §11.1(d)(122)(E)(ii) and Development will include: Evidence of project‐based rental or operating subsidies for a minimum of 25% of Units; Documentation of how resident feedback has been incorporated into Development design; Evidence that the Development is located less than ½ mile from regularly‐scheduled public transportation, including evening and weekend service; Evidence that at least 10% of the Units in the proposed Development meet the 2010 ADA standards with the exceptions listed in "Nondiscrimination on the Basis of Disability in Federally Assisted Programs and Activities" 79 Federal Register 29671 for persons with mobility impairments; Multiple systems will be in place for residents to provide feedback to Development staff; A resident is or will be a member of the Development Owner or service provider board of directors; The Development will have a comprehensive written eviction prevention policy that includes an appeal process; and The Development will have a comprehensive written services plan that describes the available services, identifying whether they are provided directly or through referral linkages, by whom, and in what location and during what days and hours. A copy of the services plan will be readily accessible to residents. 3. Staff Determinations regarding definitions of development activity obtained? If a determination under 10 TAC §11.1(k) was made prior to Application submission, provide a copy of such determination behind this tab. 4. Narrative X The Development will not provide continual or frequent nursing, medical or psychiatric services to the residents. X The Development does not violate the general public use requirement of Treasury Regulation §1.42-9 regarding units for use by the general public. The Development does violate TR 1.42-9 and the Application includes a private letter ruling (PLR). Development financing includes a funding source that specifically allows for the intended Target Population. A copy of that funding sources' authority to target the intended population is included behind this tab. X Development does not violate the Department's Integrated Housing Rule under 10 TAC §1.15 regarding restricting occupancy to persons with disabilities or in combination with other populations with special needs. If a revised form is submitted, date of submission:

2/19/2021

Briefly describe the proposed Development, including any relevant information not already identified above. If Adaptive Reuse, Additional Phase, or Scattered Site, or if any of the three main boxes above are not checked, include detailed information below. Huntington Bay Area is a proposed 148 unit elderly housing development on Bay Area Blvd. The Development is a 4 story over structured parking . The community will be mixed income on 3.5 acres. The high opportunity site is an excellent location for seniors and is an underserved area.

5. Funding Request: Complete the table below to describe this Application's funding request. If applying for Multifamily Direct Loan funds, please select only one type of loan. Department Funds applying for with this Application

Requested Amount

Multifamily Direct Loan: Const. to Perm (Repayable)

If funds will be in the form of a Direct Loan by the Department or for Private Activity Bonds, the terms will be: Interest Rate (%) Amortization (Years) Permanent Term (Years) 30

Multifamily Direct Loan: Construction Only (Repayable)

0.00%

Multifamily Direct Loan: Const. to Perm. (Soft Repayable)

0.00%

CHDO Operating Expenses Grant Housing Tax Credits

1,500,000

Private Activity Mortgage Revenue

6. Set-Aside (For Competitive HTC (10 TAC §11.5) and/or Multifamily Direct Loan (10 TAC §13.4(a)) Applications Only) Identify any and all set-asides the application will be applying under with an "x". Set-Asides can not be added or dropped from pre-application to full Application for Competitive HTC Applications.

At-Risk

Competitive HTC Only Select Set-Aside if applicable Nonprofit

USDA

Multifamily Direct Loan Only Select NOFA and Set-Aside Select NOFA Select Set-Aside

Selections for At-Risk and USDA are independent of each other. Only select both if both apply.

By selecting the set-aside above, I, individually or as the general partner(s) or officers of the Applicant entity, confirm that I (we) are applying for the above-stated Set-Aside(s) and Allocations. To the best of my (our) knowledge and belief, the Applicant entity has met the requirements that make this Application eligible for this (these) Set-Aside(s) and Allocations and will adhere to all requirements and eligibility standards for the selected Set-Aside(s) and Allocations. 7. Previously Awarded State and Federal Funding Has this site/activity previously applied for TDHCA funds?

Has this site/activity previously received TDHCA funds?

If "Yes" Enter Project Number:

and TDHCA funding source:

Has this site/activity previously received non-TDHCA federal funding?

If yes, source: Will this site/activity receive non-TDHCA federal funding for costs described in this Application?

No 2/19/2021

8. Qualified Low Income Housing Development Election (HTC Applications only ) Pursuant to §42(g)(1)(A) - (C), the term “qualified low income housing development” means any project for residential rental property, if the Development meets one of the requirements below, whichever is elected by the taxpayer. Once an election is made, it is irrevocable. Select only one: At least 20% or more of the residential units in such development are both rent restricted and occupied by individuals whose income is 50% or less of the area median gross income, adjusted for family size. X At least 40% or more of the residential units in such development are both rent restricted and occupied by individuals whose income is 60% or less of the median gross income, adjusted for family size. Applicant elects to use the Average Income for the Development. If a revised form is submitted, date of submission:

2/19/2021

Development Activities I 1. Common Amenities (ALL Multifamily Applications) [10 TAC §11.101(b)(5)] 148

# of Units

must qualify for

Points

X Development will provide sufficient common amenities to qualify for the number of points indicated above, pursuant to 10 TAC §11.101(b)(5). Applications for scattered site developments should refer to 10 TAC §11.101(b)(5)(B). 2. Unit Requirements (ALL Multifamily Applications) [10 TAC §11.101(b)(6)(A) and (B)] A. Unit Sizes X Development is New Construction or Reconstruction and will meet the minimum Unit Size requirements: Bedroom Size Square Footage

0 500

1 600

2 800

3 1,000

4 1,200

OR; Development is proposing Rehabilitation (excluding Reconstruction-Only) or Supportive Housing, and is not required to meet the size requirements above. B. Unit Requirements (For Competitive HTC Applications, see Tab 19 for Unit and Development Features scoring ) Application is a Tax Exempt Bond Development and will meet a minimum of nine (9) points as outlined in 10 TAC §11.101(b)(6)(B). Application is requesting Direct Loan and not concurrently layered with Housing Tax Credits and will meet a minimum of four (4) points as outlined in 10 TAC §11.101(b)(6)(B). ** Rehabilitation Developments and Supportive Housing Developments will start with a base score of five (5) points.** 3. Resident Supportive Services (For Competitive HTC Applications and Direct Loan Applications seeking to qualify for points under 10 TAC §13.6(2), see Tab 19 for Resident Services scoring elections) Application is a Tax Exempt Bond Development and will meet a minimum of eight (8) points as outlined in 10 TAC §11.101(b)(7). Application is Direct Loan not layered with Housing Tax Credits and will meet a minimum four (4) points as outlined in 10 TAC §11.101(b)(7). 4. Development Accessibility Requirements (ALL Multifamily Applications) [10 TAC §1.207]; [10 TAC §11.101(b)(8)] X Development will meet all specifications and accessibility requirements reflected in the Certification of Development Owner form pursuant to 10 TAC §11.101(b)(8). Yes

All Units accessed by the ground floor or by elevator (affected units) comply with the visitability requirements in clauses (i) – (iii) of 10 TAC §11.101(b)(8)(B).

and X Development will meet all specifications and accessibility requirements reflected in 10 TAC Chapter 1, Subchapter B, §1.207. Yes

Development has a minimum of 5% of all units in the development set aside for the mobility impaired and an additional 2% set aside for the hearing and/or visually impaired.

Regardless of building type, ALL Units accessed by the ground floor or by elevator (affected units) must comply with the visitability requirements in clauses (i) – (iii) of 10 TAC §11.101(b)(8)(B).

2/19/2021

Development Activities II Self Score Total:

138

1. Size and Quality of Units (Competitive HTC Applications only) [10 TAC §11.9(b)(1)] X Development is Rehabilitation (excluding Reconstruction-Only), Supportive Housing, or USDA financed; OR meets the minimum size requirements below: (6 points) (NEW: If the Development involves both Rehabilitation

Points claimed:

and Reconstruction or New Construction, then the Reconstruction or New Construction Units must meet these requirements.)

Bedroom Size Square Footage

0 550

1 650

2 850

3 1,050

4 1,250

X Specific amenities and quality features will be provided in every Unit at no extra charge to the resident; Development will maintain the points selected and associated with those amenities as outlined in 10 TAC §11.101(b)(6)(B).* (9 points)

* Direct Loan applicants proposing new construction or rehabilitation should be prepared to comply with requirements of 81 FR 92626, which requires installation of broadband infrastructure at the time of new construction or substantial rehabilitation of multifamily rental housing that is funded or supported by HUD.

2. Rent Levels of Residents and Tiebreaker (Direct Loan Applications only) [10 TAC §13.6(5) and (6)] At least 20 percent of all low-income Units at 30% or less of AMGI*

Direct Loan Points:

At least 10 percent of all low-income Units at 30% or less of AMGI or, for a Development located in a Rural Area, 7.5 percent of all low-income Units at 30% or less of AMGI* At least 5 percent of all low-income Units at 30% or less of AMGI*

Direct Loan Points:

In the event of a tie with another application or applications, this percentage of 30% AMGI MFDL units within the Development would be converted to be available to households at 15% AMGI. * Applicants electing to restrict units at 30% AMGI for Competitive HTC or income averaging purposes may not count those same units for scoring points under §13.6(5). However, units restricted to ≥40% AMGI for HTC purposes that are layered with 30% AMGI units for Direct Loan purposes may count for point scoring under §13.6(5). Points claimed here will appear on the MFDL Self Score tab.

Application is seeking points for Rent Levels of Residents.

Direct Loan Points Claimed:

Direct Loan Request/ Direct Loan or NHTF Units ≤ 60,000

Direct Loan Points:

Direct Loan Request/ Direct Loan or NHTF Units = 60,001 - 80,000

Direct Loan Points:

Direct Loan Request/ Direct Loan or NHTF Units = 80,001 - 100,000

Direct Loan Points:

3. Subsidy Per Unit (Direct Loan Applications only) [10 TAC §13.6(4)]

Applicants should confirm any point selections in this section by using the 2020 Direct Loan Unit Calculator Tool on the Apply for Funds page on the TDHCA website: https://www.tdhca.state.tx.us/multifamily/apply-for-funds.htm. Points claimed here will appear on the MFDL Self Score tab.

Application is seeking points for Subsidy Per Unit.

Direct Loan Points Claimed:

4. Income Levels of Residents (Competitive HTC Applications only) [10 TAC §11.9(c)(1)] *30% boost Units and 30% Units used for other scoring items must not be included in the units needed to achieve the Application's scoring elections here.

X Application proposes to use the 20-50 or 40-60 election under §42(g)(1)(A) or §42(g)(1)(B) of the Code, respectively. 45 9

Total Number of Units at 50% or less of AMGI Number of 30% Units used to score points under §11.9(c)(2)*

COMPLETE THIS SECTION! CHECK YOUR MATH!

Number of 30% Units used under §11.4(c)(3)(D) regarding an Increase in Eligible Basis (30% boost) 36

Number of Units at 50% or less of AMGI available to use for points under §11.9(c)(1)

40.91%

Percentage used for calculation of eligible points under §11.9(c)(1)

A. X Development located in Non-Rural Area of Dallas, Fort Worth, Houston, San Antonio or Austin MSA, and Development is Supportive Housing proposed by a Qualified Nonprofit (16 points) X Development is NOT Supportive Housing proposed by a Qualified Nonprofit (up to 15 pts) B.

0 15

Development proposed in all other areas.

Development is Supportive Housing proposed by a Qualified Nonprofit (16 points)

Development is NOT Supportive Housing proposed by a Qualified Nonprofit (up to 15 pts)

These boxes calculate the score based on information entered but do not populate the Self Score form. Select elected points in the yellow box below.

(DO NOT COMPLETE BOTH)

2/19/2021

Application proposes to use the Average Income election under §42(g)(1)(C) of the Code (if so, complete the average income worksheet at Tab 24) Development located in Non-Rural Area of Dallas, Fort Worth, Houston, San Antonio or Austin MSA The Average Income for the proposed Development will be 54% or lower (15 points).

This box will populate after the calculation is completed.

Average Income from Tab 24

The Average Income for the proposed Development will be 55% or lower (13 points). The Average Income for the proposed Development will be 56% or lower (11 points). D.

0.00

Development proposed in all other areas. The Average Income for the proposed Development will be 55% or lower (15 points). The Average Income for the proposed Development will be 56% or lower (13 points). The Average Income for the proposed Development will be 57% or lower (11 points).

Application is seeking points for Income Levels of Residents.

0 Points Claimed:

5. Rent Levels of Residents (Competitive HTC Applications only) [§11.9(c)(2)] If selecting points from §11.9(c)(1)(A) or §11.9(c)(1)(B), these levels are in addition to those committed under paragraph (1) of this subsection. If selecting points from §11.9(c)(1)(C) or §11.9(c)(1)(D), these levels are included in the income average calculation under paragraph (1) of this subsection. These units must be maintained at this rent level throughout the Affordability Period regardless of the Average Income calculation. Mark only one box below:

Development is Supportive Housing proposed by a Qualified Nonprofit, and at least 20% (less Units used for boost or in A or B above) of all low-income Units are restricted at 30% or less of AMGI; or (13 points) X Development is Urban, and at least 10% (less Units used for eligibility for boost or in A or B above) of all low-income Units are restricted at 30% or less of AMGI; or (11 points) Development is Rural, and at least 7.5% (less Units used for eligibility for boost or in A or B above) of all low-income Units are restricted at 30% or less of AMGI; or (11 points)

11 0 0

At least 5% (less Units used for eligibility for boost or in A or B above)of all low-income Units at 30% or less of AMGI. (7 points) Application is seeking points for Rent Levels of Residents. Points Claimed: 6. Resident Services (Competitive HTC Applications and Direct Loan Applications ) [§11.9(c)(3) and §13.6(2)] X Development will provide a combination of supportive services as identified in §11.101(b)(7) and those services will be recorded in the Development's LURA. X Applicant certifies that the Development will contact local service providers, and will make Development community space available to them on a regularly-scheduled basis to provide outreach services and education to the tenants. Application is seeking points for Resident Services.

11 10

Points Claimed:

A. X Applicant elects to commit at least 5% of the total Units for Persons with Special Housing Needs. The Units identified for this scoring item may not be the same Units identified previously for the Section 811 PRA Program. The Development Owner agrees to specifically market Units to Persons with Special Housing Needs. The Department will require an initial minimum twelve-month period during which Units must either be occupied by Persons with Special Housing Needs or held vacant, unless the units receive HOME funds from any source. (2 points) B. X Applicant elects to commit at least an additional 2% of the total Units to Persons referred from the Continuum of Care or local homeless service providers to be made available for those experiencing homelessness. Applications in the At‐risk or USDA setasides are not eligible for this scoring item. Applications are not eligible under this paragraph unless points have also been selected under A above. The Development Owner agrees to specifically market the 2% of Units through the Continuum of Care and other homelessness providers local to the Development Site. In addition, the Department will require an initial minimum twelve‐month period in Urban subregions, and an initial six‐month period in Rural subregions, during which Units must either be occupied by Persons referred from the Continuum of Care or local homeless service providers, or held vacant, unless the Units receive HOME funds from any source. (1 point) Application is seeking points for Residents with Special Housing Needs. Points Claimed:

7. Residents with Special Housing Needs (Competitive HTC Applications only) [§11.9(c)(6)]

8. Pre-Application Participation (Competitive HTC Applications only) [§11.9(e)(3)] 6

X Development is requesting Pre-Application Points. 9. Extended Affordability (Competitive HTC Applications only) [§11.9(e)(5)] Development will maintain a 35 year Affordability Period.

Development will maintain a 40 year Affordability Period.

X Development will maintain a 45 year Affordability Period. Application is seeking points for Extended Affordability.

Points Claimed:

4 4

10. Historic Preservation (Competitive HTC Applications only) [§11.9(e)(6)]

2/19/2021

Application requests points for Historic Preservation. Application contains a letter from the Texas Historical Commission (THC) determining preliminary eligibility for federal or state historic (rehabilitation) tax credits. Application includes documentation from the THC that the property is currently a Certified Historic Structure or determining preliminary eligibility for status as a Certified Historic Structure. Application includes evidence that the THC received the request for determination of preliminary eligibility and supporting information on or before February 1 of the current year. Development will be able to document receipt of historic tax credits by the time Forms 8609 are issued. At least 75% of the residential units will be within the Certified Historic Structure. Attached behind this tab are the THC letter and other documentation described above. Application is eligible for five (5) points.

11. Right of First Refusal (Competitive HTC Applications only) [§11.9(e)(7)] X Development Owner agrees to provide a Right of First Refusal to purchase the Development upon or following the end of the Compliance Period.

12. Funding Request Amount (Competitive HTC Applications only) [§11.9(e)(8)] X Application reflects funding request for no more than 100% of the amount available in the subregion or set-aside as of 12/1/2020.

2/19/2021

EXISTING DEVELOPMENT INFORMATION 1.

At-Risk Set-Aside (Competitive HTC Applications Only) [§11.5(3)] 0 Qualification: Must meet the requirements of an At-Risk Development in §11.5(3) of the Qualified Allocation Plan. Documentation must be submitted behind this tab showing that the Development meets the requirements of Texas Government Code §2306.6702(a)(5) and §11.5(3) of the Qualified Allocation Plan. NOTE: Documentation must be highlighted, or a summary provided with pages numbers, to indicate the sections that support qualification as At-Risk. PART A: DOCUMENTATION MUST SHOW THAT THE SUBSIDY OR BENEFIT IS FROM ONE OF THE FOLLOWING APPROVED PROGRAMS (mark all that apply): Sections 221(d)(3) and (5), National Housing Act (12 U.S.C. Section 1715l) Section 236, National Housing Act (12 U.S.C. Section 1715z-1) Section 202, Housing Act of 1959 (12 U.S.C. Section 1701q) Section 101, Housing and Urban Development Act of 1965 (12 U.S.C. Section 1701s) The Section 8 Additional Assistance Program for housing developments with HUD-Insured and HUD-Held Mortgages administered by the U.S. Department of Housing and Urban Development as specified in 24 CFR Part 886, Subpart A. The Section 8 Housing Assistance Program for the Disposition of HUD-Owned Projects administered by the U.S. Department of Housing and Urban Development as specified by 24 CFR Part 886, Subpart C. Sections 514, 515, and 516, Housing Act of 1949 (42 U.S.C. Sections 1484, 1485 and 1486) Section 42, of the Internal Revenue Code of 1986 (26 U.S.C. Section 42) IN ADDITION, THE DEVELOPMENT IS SUBJECT TO THE FOLLOWING CONDITIONS (mark all that apply): The stipulation to maintain affordability in the contract granting the subsidy indicated above is nearing expiration (i.e. expiration will occur within two calendar years of July 31. See §11.5(3)(E) and (F) of the QAP. OR The HUD-insured or HUD-held mortgage on the Development is eligible for prepayment or is nearing the end of its term (the term will end within two calendar years of July 31, 2020). PART B: DOCUMENTATION MUST SHOW THAT THE APPLICATION PROPOSES TO REHABILITATE OR RECONSTRUCT HOUSING UNITS THAT: Are owned by a public housing authority (PHA) or a public facility corporation (PFC) created by a public housing authority under Chapter 303, Local Government Code and receive assistance under Section 9, United States Housing Act of 1937 (42 U.S.C. Section 1437g); OR Received assistance under Section 9, United States Housing Act of 1937 (42 U.S.C. Section 1437g) AND Are proposed to be disposed of or demolished by a PHA or a PFC created by a PHA under Chapter 303, Local Government Code; OR Were disposed of or demolished within the 2 years preceding the application by a PHA or a PFC created by a PHA under Chapter 303, Local Government Code; OR Receive assistance or will receive assistance through the Rental Assistance Demonstration (RAD) program of HUD as specified by the Consolidated and Further Continuing Appropriations Act of 2012 (Pub. L. No. 112-55) and its subsequent amendments, if the application for assistance through RAD is included in the applicable PHA's plan that was most recently approved by HUD as specified by 24 C.F.R. Section 903.23. PART C: THE APPLICATION PROPOSES RELOCATION OF EXISTING UNITS IN AN OTHERWISE QUALIFYING AT-RISK DEVELOPMENT AND DOCUMENTATION MUST SHOW THAT: The affordability restrictions and any At-Risk eligible subsidies are approved to be transferred with the Units proposed for Rehabilitation or Reconstruction prior to the tax credit Carryover deadline; AND The Application proposes the same number of restricted units; AND EITHER The new Development Site qualifies for points under §11.9(c)(4) related to Opportunity Index; OR

2/19/2021

At-Risk Set-Aside (continued) The local Governing Body of the applicable municipality or county (if completely outside of a municipality) in which that Development is located must submit a resolution confirming that the proposed Development is supported by the municipality or county in order to carry out a previously adopted plan that meets the requirements of §11.9(d)(7) related to Concerted Revitalization Plans. PART D: REGULATORY BARRIERS NECESSITATE ELIMINATION OF ALL OR A PORTION OF THE FINANCIAL BENEFIT FOR THE DEVELOPMENT, AND: Evidence of the legal requirements that will unambiguously cause the loss of affordability is included. Development qualifies under §2306.6702(a)(5)(B); AND No less than 25 percent of the proposed Units are public housing units supported by public housing operating subsidy, AND Less than 100 percent of the public housing benefits are being transferred to the proposed Development and the Application includes an explanation of the disposition of the remaining public housing benefits along with a copy of the HUD-approved plan for demolition and disposition. PART E: THE PROPOSED DEVELOPMENT IS ELIGIBLE TO REQUEST A QUALIFIED CONTRACT UNDER §42, AND THE APPLICATION INCLUDES: A copy of the recorded LURA and the first years' IRS Forms 8609 for all buildings showing Part II of the form completed; AND If applicable, documentation from the original application regarding the right of first refusal. Applications proposing the demolition and Reconstruction of Units will be considered New Construction. 2.

Existing Development Assistance Part A. The existing Property is expected to have or continue the following benefit: Provide a brief description of the restrictions or subsidies the existing Property will have or continue in the space below and include documentation behind this tab. NOTE: Documentation must be highlighted, or a summary provided with pages numbers, to indicate the sections that support qualification as At-Risk.

Property has an existing TDHCA LURA

TDHCA LURA Amendment request has been submitted

A copy of the contract or agreement securing the funds identified above is provided behind this form. The source of funds is: The annual amount of funds is: The number of units receiving assistance: The term of the contract or agreement is (date): The expiration of the contract or agreement is (date): Part B. Acquisition Of Existing Buildings (applicable only to HTC applications with Acquisition credits requested) Date of the most recent sale or transfer of the building(s): In the last ten years, did the previous owner perform rehabilitation work greater than 25% of the building’s adjusted basis? Was the building occupied at any time during the last ten years? Was the building occupied or suitable for occupancy at the time of purchase? Will the acquisition meet the requirements of §42(d)(2)(B)(ii) relating to the 10-year placed in service rule? If “Yes”, provide a copy of a title commitment that the Development meets the requirements of §42(d)(2)(B)(ii) as to the 10 year period. If “No”, does the property qualify for a waiver under §42(d)(6)? If “Yes”, provide the waiver and/or other documentation. How many buildings will be acquired for the Development?

2/19/2021

Existing Development Assistance (continued) Are all the buildings currently under control by the Development Owner? If “No”, how many buildings are under control by the Development Owner? When will the remaining buildings be under control? Identification or address(es) of Building(s) under Owner’s Control

Type of Control (Ownership, Expiration # of Option, Purchase Contract) Units Date

Acquisition Cost of Building

Provide the information listed below concerning the acquisition of building(s) for the Development: 1. Building(s) acquired or to be acquired from:

Related Party

Unrelated Party

2. Building(s) acquired or to be acquired with Buyer’s Basis: Determined with reference to Seller’s Basis

Not Determined with reference to Seller’s Basis

List below by building address, the date the building was placed in service (PIS), the date the building was or is planned for acquisition, and the number of years between the date the building was placed in service and acquisition. Attach separate sheet(s) with additional information if necessary. Building Address(es)

PIS date of building by most recent owner

Proposed Acquisition date by the Years between PIS & Acquisition Applicant

3. Lead Based Paint (Direct Loan Applications Only) Development constructed before January 1, 1978 If yes, check each of the following that applies [24 CFR 35.115]: Emergency repairs to the property are being performed to safeguard against imminent danger to human life, health or safety, or to protect the property from further structural damage due to natural disaster, fire or structural collapse. The exemption applies only to repairs necessary to respond to the emergency. The property will not be used for human residential habitation. This does not apply to common areas such as hallways and stairways of residential and mixed-use properties. Housing “exclusively” for the elderly or persons with disabilities, with the provision that children less than six years of age will not reside in the dwelling unit. An inspection performed according to HUD standards found the property contained no lead-based paint. According to documented methodologies, lead-based paint has been identified and removed; and the property has achieved clearance. The rehabilitation will not disturb any painted surface. The property has no bedrooms. The property is currently vacant and will remain vacant until demolition.

2/19/2021

Occupied Developments

NOT APPLICABLE

Pursuant to §11.204(8)(G) of the QAP, for any Application where any structure on the Development Site is occupied at any time after the beginning of the Application Acceptance Period, even if demolition is proposed, or if a federal subsidy is being transferred from another site and the costs of relocation will be part of the Total Development Costs, the following items must be provided. Historical monthly operating statements of the Development for twelve (12) consecutive months ending no more than three (3) months from the first day of the Application Acceptance Period; or The two (2) most recent consecutive annual operating statement summaries; or The most recent consecutive six (6) months of operating statements and the most recent available annual operating summary; or All monthly or annual operating summaries available. AND UPLOAD SEPARATELY FROM THE APPLICATION, a rent roll not more than six (6) months old as of the first day of the Application Acceptance Period that discloses the terms and rate of the lease, rental rates offered at the date of the rent roll, Unit mix, and any vacant units; and A written explanation of the process used to notify and consult with the tenants in preparing the Application; (§2306.6705(6)); and If applicable, evidence that the relocation plan has been submitted to the appropriate legal or governmental agency. (§2306.6705(6)); and A relocation plan outlining relocation requirements and a budget with an identified funding source that clearly describes relocation process, actions, and costs to the displaced and those not (§2306.6705(6)).

Uniform Relocation Act (URA) Applicability for Direct Loan Applications Application includes a request for Direct Loan funding. If yes, General Information Notice templates and the Voluntary Acquisition Notification can be found here: (if not, skip the remainder of this section) https://www.tdhca.state.tx.us/program-services/ura/relocation.htm Number of housing units (including Manufactured Housing Units) on the site: Owned or controlled by the Seller Rented to another person or entity Number of businesses on the site: Owned or controlled by the Seller Rented to another person or entity Number of nonprofit organizations on the site: Owned or controlled by the Seller Rented to another person or entity Number of farms on the site: Owned or controlled by the Seller Rented to another person or entity Each of the following items, as applicable, is provided behind this tab: Dated General Information Notice(s) given to current occupant(s) (other than owner occupied structures) that have active lease(s) at the time of this Application, including verification of tenant receipt; Dated Voluntary Acquisition Notification to Owner; and HUD Relocation Brochure issued to tenants that will be displaced (if known).

2/19/2021

Relocation Certification for Direct Loan Applications The New Construction, Rehabilitation (including Adaptive Reuse), or demolition and Reconstruction of the proposed Development must be carried out in accordance with policies and procedures governing implementation of the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 (URA), as amended, for the Direct Loan Program under the Section 104(d) of the Housing and Community Development Act of 1974 (Section 104(d)), and the optional relocation policies adopted pursuant to 24 CFR 92.253(d). A displaced person, business, farm, or nonprofit is covered under URA, regardless of income, if they are displaced by acquisition, rehabilitation, or demolition. Signature of Applicant

Printed Name

Date For Direct Loan Applications: A displaced person is covered under Section 104(d) if they are a low-income person displaced by demolition (including acquisition involving demolition) OR conversion (if market rent of the dwelling did not exceed the fair market rent before conversion). Check all that apply: The activity involves demolition of existing occupied structures. The activity involves conversion of occupied rental property occupied by any tenant. Applicants for Direct Loan funds that plan to rehabilitate, demolish and/or reconstruct occupied housing units must comply with the Section 104(d). By signing below, the Applicant certifies that they will comply with the Residential Anti-Displacement and Relocation Assistance Plan (RARAP) approved by the Department on June 1, 2012. https://www.tdhca.state.tx.us/program-services/ura/docs/RARAP.pdf The RARAP, as approved follows the Housing and Community Development Act of 1974, and HUD regulations at 24 CFR §42.325. The Department, through its subgrantees, will offer relocation assistance for lower-income tenants who, in connection with an activity assisted under a Direct Loan move permanently or move personal property from real property as a direct result of the demolition of any dwelling unit or the conversion of a lower-income dwelling unit in accordance with the requirements of 24 CFR §42.350. The purpose and goals of the RARAP is to: (1)

Provide (through its subgrantees) Relocation Assistance

(2)

Minimize Displacement

(3)

Ensure a One-for-One Replacement of Lower-Income Dwelling Units

I (we) certify that I (we) have read and understand the Department's approved Residential Anti-Displacement and Relocation Assistance Plan (RARAP), and I (we) will comply will all parts of the plan as they apply to this Application. Signature of Applicant Printed Name Date

2/19/2021

Architectural Drawings Must be Submitted Behind this Tab [§11.204(b)(9)] (If development is scattered site, consult staff.) All architectural drawing should be submitted as 300dpi images. Follow these steps in Adobe Acrobat to convert most plans: File > Print > Printer: Adobe PDF > Advanced > Settings: Custom > [√] Print As Image 300dpi > OK Properties > Adobe PDF Settings > Default Settings: High Quality Print. Applicants are cautioned that drawings with multiple layers may receive a deficiency and require correction to a simpler format. Plans should be grouped by type of plans (e.g., building floor plans for all buildings, followed by unit plans for all units, followed by elevations for all buildings, etc.) as opposed to building by building (e.g., all plan sheets for building one, all plan sheets for building two, etc.). As a guard against inconsistencies in the application, if accessible units are of the same floor plan/unit type as other units, applicants are not required to specially denote such accessible units within the architect’s table or Tab 23 - Building Unit Configuration as long as these units are specified in the site plan or building floor plans.

2/19/2021

Accessible route is on next page. -LC

ACCESSIBLE ROUTE

ROUTE ACCESSIBLE

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ACCESSIBLE ROUTE

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Sec. 26-492. Parking spaces for certain types of use classifications. The construction of a building or alteration of a building or tract for any of the following types of use classifications shall provide the required number of parking spaces, or the incremental increase in the number of parking spaces in the case of an alteration, as shown below for that use classification. Use Classification Class 1. Office: a. Office

Required Number of Parking Spaces

2.5 parking spaces for every 1,000 square feet of GFA or 2.75 parking spaces for every 1,000 square feet of UFA b. Financial facility 4.0 parking spaces for every 1,000 square feet of GFA Class 2. Residential: a. Apartment 1.250 parking spaces for each efficiency dwelling unit 1.333 parking spaces for each one-bedroom dwelling unit 1.666 parking spaces for each two-bedroom dwelling unit 2.0 parking spaces for each dwelling unit with 3 or more bedrooms b. Single-family 2.0 parking spaces for each dwelling unit, except that a secondary dwelling unit not larger residential or than 900 square feet of GFA shall provide 1.0 parking space manufactured home c. Special 0.3 parking spaces per sleeping room, plus 1.0 parking space per employee on largest shift residential d. Retirement 0.75 parking spaces per dwelling unit, plus 1.0 space per employee on the largest shift community (with kitchen facilities) e. Retirement 1.0 parking space for every 6 beds, plus 1.0 parking space per employee on largest shift community (without kitchen facilities) f. Hotel or motel 1.0 parking space for each sleeping room up and including 250 rooms; 0.75 parking spaces for each sleeping room from 251 rooms to 500 rooms; 0.50 parking spaces for each sleeping room in excess of 500 rooms Class 3. Health Care Facilities: a. Hospital 2.2 parking spaces for each bed b. Psychiatric 1.0 parking space for every 4 beds and 1.0 parking space for every 4 employees hospital c. Clinic (medical 2.7 parking spaces for every 1,000 square feet of GFA complex) d. Clinic (medical 3.5 parking spaces for every 1,000 square feet of GFA or dental) e. Nursing home 1.0 parking space for every 3 beds and 1.0 parking space for every 4 employees f. Funeral home or 0.5 parking spaces for every chapel seat mortuary g. Veterinary clinic 5.0 parking spaces for every 1,000 square feet of UFA Class 4. Industrial and Commercial Manufacturing: a. Multi-tenant (or multi-building project): 1. At grade 2.5 parking spaces per 1,000 square feet of GFA of office space; and 1.0 parking space per (no docks) 5,000 square feet of GFA of warehouse space

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2. Semi-dock 2.5 parking spaces per 1,000 square feet of GFA of office space; and 1.0 parking space per high 5,000 square feet of GFA of warehouse space 3. Full-dock 2.5 parking spaces per 1,000 square feet of GFA of office space; and 1.0 parking space per high 7,000 square feet of GFA of warehouse space b. Bulk 2.5 parking spaces per 1,000 square feet of GFA of office space; and 1.0 parking space per warehouse 7,000 square feet of GFA of warehouse space c. Heavy 2.5 parking spaces per 1,000 square feet of GFA of office space; and 1.0 parking space per manufacturing 2,000 square feet of GFA of warehouse space and industrial d. Light 2.5 parking spaces per 1,000 square feet of GFA of office space; and 1.0 parking space per manufacturing 1,500 square feet of GFA of assembly space assembly and research and development e. 6.5 parking spaces per 1,000 square feet of GFA of waiting area Transportation terminal f. Truck 1.0 parking space per 2,000 square feet of GFA terminal g. Mini1.0 parking space for every 50 storage units or bays warehouse facility Class 5. Religious and Educational: a. Church 1.0 parking space for every 5 fixed seats in auditorium or sanctuary or, if there are no fixed seats, 1.0 parking space for every 40 square feet of GFA in the main auditorium or sanctuary b. Nursery 1.0 parking space for every employee on duty during the largest shift, plus 1.0 parking school or day space for every 5 children in attendance when the facility is operating at maximum care center capacity 1.0 parking space for every employee on duty during the largest shift and 1.0 parking space for every 10 children in attendance when the facility is operating at maximum capacity if a drop-off, drive-in, or drive-through facility is provided c. School (public, denominational or private): 1. Elementary 1.0 parking space per every 12 occupants school 2. Junior high 1.0 parking space per every 7 occupants school (including a school for 9th grade only) 3. Senior high 1.0 parking space per every 3 occupants school d. College, 1.0 parking space for every 3 employees plus 1.0 parking space for every 10 students university, or residing on campus and 1.0 parking space for every 5 students not residing on campus trade school e. Library 1.2 parking spaces for every 1,000 square feet of GFA f. Art gallery or 3.0 parking spaces for every 1,000 square feet of GFA of exhibit area or gallery space museum Class 6. Recreation and Entertainment: a. Golf course 5.0 parking spaces for every green b. Movie theater 0.3 parking spaces for every seat c. Bowling alley 5.0 parking spaces per lane d. Theater, 1.0 parking space for every 3 seats auditorium or arena e. Tennis or 3.0 parking spaces per court racquet club f. 5.0 parking spaces for every 1,000 square feet of GFA

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Sports club or health spa g. Roller or ice skating rink h. Swimming club i. Park (5 to 10 acres)

5.0 parking spaces for every 1,000 square feet of GFA

9.0 parking spaces per employee 1.0 parking space for the first 2 acres and 1.0 parking space for each additional acre and additional parking spaces must be provided for each separate use classification constructed in the park j. Park (over 10 5.0 spaces for the first acre; and 1.0 space for each additional 10.0 acres and additional acres) parking spaces must be provided for each separate use classification constructed in the park k. Park pavilion 1.0 parking space for each picnic table l. Sports complex 1.0 parking space for every 40 square feet of seating m.Miniature golf 1.0 parking space for each hole n. Driving range 1.0 parking space for each tee (golf) o. Arcade or game 5.0 parking spaces for every 1,000 square feet of GFA room Class 7. Food and Beverage: a. Take-out 4.0 parking spaces for every 1,000 square feet of GFA restaurant b. Dessert shop 6.0 parking spaces for every 1,000 square feet of GFA and outdoor decks, patio and seating areas in excess of 15% of GFA c. Small restaurant 8.0 parking spaces for every 1,000 square feet of GFA and outdoor decks, patio and seating areas in excess of 15% of GFA d. Neighborhood 9.0 parking spaces for every 1,000 square feet of GFA and outdoor decks, patio and seating restaurant areas in excess of 15% of GFA e. Restaurant 10.0 parking spaces for every 1,000 square feet of GFA and outdoor decks, patio and seating areas in excess of 15% of GFA f. Tavern or pub 10.0 parking spaces for every 1,000 square feet of GFA and outdoor decks, patio and seating areas g. Small bar 12.0 parking spaces for every 1,000 square feet of GFA and outdoor decks, patio and seating areas h. Bar, club or 14.0 parking spaces for every 1,000 square feet of GFA and outdoor decks, patios and lounge seating areas Class 8. Retail Services: a. Supermarket 5.0 parking spaces for every 1,000 square feet of GFA b. Furniture store 2.0 parking spaces for every 1,000 square feet of GFA c. Retail store 4.0 parking spaces for every 1,000 square feet of GFA d. Building 4.0 parking spaces for every 1,000 square feet of GFA of retail sales area materials or home improvement store e. Barber or beauty 8.0 parking spaces for every 1,000 square feet of GFA shop f. Shopping center 4.0 parking spaces for every 1,000 square feet of GFA, plus the incremental increase in the (strip) (up to number of parking spaces required by 26-495(a) 25,000 square feet of GFA) g. Shopping center 4.0 parking spaces per 1,000 square feet of GFA, plus the incremental increase in the (neighborhood) number of parking spaces required by 26-495(b) (25,000—100,000 square feet of GFA) h. Shopping center 4.0 parking spaces for every 1,000 square feet of GFA (regional) (over

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100,000 square feet of GFA) Class 9. Automobiles: a. Auto sales 5.5 parking spaces for every 1,000 square feet of GFA dealer b. Auto repair 5.0 parking spaces for every 1,000 square feet of GFA establishment c. Car wash 2.5 parking spaces for each bay or stall for stacking space (automated) d. Car wash (all 1.0 parking space per bay or stall other) e. Service station 3.0 parking spaces for each service stall and 1.0 space for each employee on duty during largest shift f. Auto parts and 4.0 parking spaces for every 1,000 square feet of GFA of retail sales area supply store

(Ord. No. 2013-208, § 2(Exh. A), 3-6-2013)

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SPECIFICATIONS AND BUILDING/UNIT TYPE CONFIGURATION Unit types should be entered from smallest to largest based on "# of Bedrooms" and "Sq. Ft. Per Unit." "Unit Label" should correspond to the unit label or name used on the unit floor plan. "Building Label" should conform to the building label or name on the building floor plan. The total number of units per unit type and totals for "Total # of Units" and "Total Sq. Ft. for Unit Type" should match the rent schedule and site plan. If additional building types are needed, they are available by un-hiding columns T through AF. Specifications and Amenities (check all that apply) Building Configuration (Check all that apply): X

Development will have:

Single Family Construction

SRO

Transitional (per §42(i)(3)(B))

Duplex

Scattered Site

Fourplex

> 4 Units Per Building

Townhome

Elevators

# of Elevators

Fire Sprinklers Free

Paid

Number of Parking Spaces(consistent with Architectural Drawings):

Free

Detached Garage Spaces 13

Attached Garage Spaces

Floor Composition/Wall Height:

100

Uncovered Spaces

Structured Parking Garage Spaces 9

% Carpet/Vinyl/Resilient Flooring

Ceiling Height

% Ceramic Tile % Other

Wt. Capacity

Paid

Shed or Flat Roof Carport Spaces

110

2500

Upper Floor(s) Ceiling Height (Townhome Only) Describe:

DO NOT distinguish the HC or AV Units from other Units that are the same size/floor plan. Total # of Residential Buildings

Building Label Number of Stories Unit Type Number of Buildings # of Unit # of Sq. Ft. BedLabel Baths Per Unit rooms A1 1 1 655 A2 1 1 737 A3 1 1 802 B1 2 1 911 B1.1 2 1 924 B2 2 1 976 B3 2 2 1,058 B4 2 2 1,158 B5 2 2 1,261

Totals If a revised form is submitted, date of submission:

5 1

1 Number of Units Per Building

32 40 16 8 4 16 20 8 4

148

Total # of Units 32 40 16 8 4 16 20 8 4 148

Net Rentable Square Footage from Rent Schedule: Common Area Square Footage (as specified on Architect Certification) :

Note: 10 TAC §11.9(e)(2) allows 75 square feet of Common Area per unit to be added to NRA for scoring only if the Development is Supportive Housing and only if at least 50 square feet of each 75 square feet of the Common Area added is conditioned space. The additional square footage allowed for Supportive Housing per 11.9(e)(2) is: Use this number to calculate points for Supportive Housing under 11.9(e)(2) only if the conditions are met for the number above :

Total Sq. Ft for Unit Type 20,960 29,480 12,832 7,288 3,696 15,616 21,160 9,264 5,044 125,340 125,340

12,233

125,340

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Rent Schedule Self Score Total: Unit types must be entered from smallest to largest based on “# of Bedrooms” and “Unit Size”, then within the same “# of Bedrooms” and “Unit Size” from lowest to highest “Rent Collected/Unit”. You Private Activity Bond Priority (For Tax-Exempt are not required to distinguish the HC or AV Units from other Units that are the same size/floor plan. Bond Developments ONLY): If MFDL only or MFDL is the only permanent financing, there cannot be ANY market rate Units. Rent Designations (select from Drop down menu) Other/ TDHCA MRB MFDL Units HTC Units Subsidy Units Units TC 30% TC 50% TC 60% MR TC 60% MR TC 30% TC 50% TC 50% TC 50% TC 60% TC 60% MR MR MR

311588.075

138

Unit Size (Net Total Net Tenant Paid Rent Program Total Monthly Rentable Sq. Rentable Utility Collected Rent Limit Rent Ft.) Sq. Ft. Allow. /Unit (E) (A) (B) (A) x (B) (A) x (E) 7 1 1.0 655 4,585 443 77 366 2,562 25 1 1.0 16,375 739 77 662 16,550 655 737 20 1 1.0 14,740 887 77 810 16,200 737 20 1 1.0 14,740 1,000 0 1,000 20,000 802 2 1 1.0 1,604 887 77 810 1,620 802 14 1 1.0 11,228 1,100 0 1,100 15,400 2 2 1.0 1,822 532 100 432 864 911 6 2 1.0 5,466 887 100 787 4,722 911 4 2 1.0 3,696 887 100 787 3,148 924 1 2 1.0 976 887 100 787 787 976 15 2 1.0 14,640 1,065 100 965 14,475 976 6 2 2.0 6,348 1,065 100 965 5,790 1058 1058 14 2 2.0 14,812 1,350 0 1,350 18,900 1158 8 2 2.0 9,264 1,450 0 1,450 11,600 1261 4 2 2.0 5,044 1,550 0 1,550 6,200 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 148 125,340 138,818 TOTAL late fees, vending, laudry Non Rental Income $10.47 per unit/month for: 1,550 telephone, cable Non Rental Income 14.19 per unit/month for: 2,100 Non Rental Income 0.00 per unit/month for: + TOTAL NONRENTAL INCOME 3,650 $24.66 per unit/month = POTENTIAL GROSS MONTHLY INCOME 142,468 % of Potential Gross Income: 7.50% (10,685) - Provision for Vacancy & Collection Loss - Rental Concessions (enter as a negative number) Enter as a negative value = EFFECTIVE GROSS MONTHLY INCOME 131,783 x 12 = EFFECTIVE GROSS ANNUAL INCOME 1,581,395 # of Units

# of Bed- # of rooms Baths

If a revised form is submitted, date of submission:

2/19/2021

Rent Schedule (Continued) % of LI

% of Total

TC20%

% of LI MRB20%

MRB30% MRB40% MRB50%

0 0 0

TC30% TC40% TC50%

10%

41%

24%

9 0 36

HOUSING TC60%

49%

29%

TAX CREDITS

BEDROOMS

MORTGAGE REVENUE

MRB60%

TC70%

MRB70%

TC80%

MRB80%

MRB LI Total

0 0

HTC LI Total

BOND

68%

MR Total Total HTC Units

DIRECT LOAN (NHTF)

% of Total

HTF30% NHTF LI Total MR MR Total HTF Total

41%

MRBMR MRBMR Total

41%

MRB Total

30%

148 0 0 0 0 0

1 2 3 4 5

88 60 0 0 0

40% LH/50% HH/60% DIRECT LOAN (HOME, HH/80% TCAP RF, and/or NSP1 Direct Loan LI Total PI) EO MR MR Total Direct Loan Total OTHER Total OT Units

ACQUISITION + HARD Cost Per Sq. Ft HARD Cost Per Sq. Ft BUILDING Cost Per Sq. Ft

0 0 0 0 0 0 0 0 0 0

DO NOT USE THIS CALCULATION TO

$137.22 SCORE POINTS UNDER 11.9(e)(2). At the end of the Development Cost Schedule,

$137.22 you will have the ability to adjust your eligible costs to qualify. Points will be

$141.70 entered there.

2/19/2021

Utility Allowances [§10.614] Applicant must attach documentation to this form to support the “Utility Allowance” estimate used in completing the Rent Schedule provided in the Application. Where the Applicant uses any method that requires Department review, such review must have been requested prior to submission of the Application. Please see 10 TAC §10.614(k). This exhibit must clearly indicate which utility costs are included in the estimate. If tenants will be required to pay any other mandatory fees (e.g. renter's insurance) please provide an estimate, description and documentation of those as well.

Utility Heating Cooking Other Electric Air Conditioning Water Heater Water Sewer Trash Flat Fee Other Total Paid by Tenant

Who Pays Tenant Tenant Tenant Tenant Landlord Landlord Landlord Landlord Tenant Tenant

Energy Source Electric Electric

0BR

Electric

1BR $ 10 $ 6 $ 24 $ 21

2BR $ 12 $ 9 $ 33 $ 30

$ 16 $ 16 $ 77.0 $ 100.0 $

3BR

4BR

Source of Utility Allowance & Effective Date Houston Housing Authority 12/1/2019

Other (Describe)

If a revised form is submitted, date of submission:

2/19/2021

U.S. Department of Housing and Urban Development Office of Public and Indian Housing

Allowance for TenantFurnished Utilities and Other Services

LOCALITY: HOUSTON, TX METROPOLITAN AREA

Utility or Service Heating

a. Natural Gas b. Bottle Gas c. Electric d. Coal/Other Cooking a. Natural Gas b. Bottle Gas c. Electric d. Coal/Other Other Electric - Lighting - Base Air Conditioning Water Heating a. Natural Gas b. Bottle Gas c. Electric d. Coal/Other Water Sewer Trash Collection Range/Microwave (If tenant supplies) Refrigerator (If tenant supplies) Other - Monthly Electric Fee Other - Monthly Gas Fee

Effective Date

UNIT TYPE:

12/1/2019

APARTMENTS (5 OR MORE UNITS PER BUILDING)

0BR $7

1BR $8

2BR $9

$10

Monthly Dollar Allowances 3BR $9

4BR $11

5BR $11

6BR $12

7BR $13

8BR $13

$12

$14

$16

$18

$20

$21

$22

$12

$15

$18

$19

$20

$21

$20 $18 $4

$24 $21 $5

$33 $30 $7

$42 $38 $9

$52 $46 $11

$61 $55 $13

$66 $59 $14

$70 $63 $14

$75 $67 $15

$12

$14

$18

$22

$26

$30

$32

$34

$36

$22 $33

$22 $34

$29 $44

$36 $54

$42 $63

$49 $73

$53 $79

$58 $86

$62 $92

$11 $12 $16 $16

Actual Family Allowances To be used by the family to compute allowance. Complete Below for the actual unit rented.

Name of Family

Address of Unit

Smaller of bedroom or voucher

Previous editions are obsolete

OMB Approval N. 2577-0169

Page 1 of 1

Utility or Service

Per Month Cost

Heating Cooking Other Electric Air Conditioning Water Heating Water Sewer Trash Collection Range/Microwave Refrigerator Other (Elec Fee) Other (Gas Fee) Total

form HUD-52667(12/97) ref. Handbook 7420.8

ANNUAL OPERATING EXPENSES

General & Administrative Expenses Accounting $ 15,000 Advertising $ 18,000 Legal fees $ 6,500 Leased equipment $ Postage & office supplies $ 11,500 Telephone $ 10,500 Other training $ 3,800 Other describe $ Total General & Administrative Expenses: Management Fee: Percent of Effective Gross Income: 3.50% Payroll, Payroll Tax & Employee Benefits Management $ 90,000 Maintenance $ 78,000 Other health insur, payroll benefits and taxes $ 51,000 Other describe Total Payroll, Payroll Tax & Employee Benefits: Repairs & Maintenance Elevator $ 16,000 Exterminating $ 5,000 Grounds $ 30,000 Make-ready $ 27,000 Repairs $ 25,000 Pool 5,000 $ Other describe $ Other describe $ Total Repairs & Maintenance: Utilities (Enter Only Property Paid Expense) Electric Reliant/Centerpoint $ 26,000 Natural gas Reliant/Centerpoint $ 9,000 Trash SOURCE USED FOR ESTIMATE $ 18,000 Water/Sewer City $ 83,000 Other describe $ Other describe $ Total Utilities: Annual Property Insurance: Rate per net rentable square foot: $ 0.92 Property Taxes: Published Capitalization Rate: Source: Annual Property Taxes $ 141,000 Payments in Lieu of Taxes $ Total Property Taxes: Reserve for Replacements: Annual reserves per unit: $ $ 250 Other Expenses Cable TV $ Supportive Services (Staffing/Contracted Services) $ TDHCA Compliance fees ($40/HTC unit) $ 5,920 TDHCA Direct Loan Compliance Fees ($34/MDL unit) $ $ TDHCA Bond Compliance Fees (TDHCA as Bond Issuer Only - $25/MRB unit) Bond Trustee Fees (ALL Tax-Exempt Bond Developments; entry or explanation required) $ $ Issuer Ongoing Compliance Fees (entry or explanation required) Security $ Other describe $ Other describe $ Total Other Expenses: TOTAL ANNUAL EXPENSES Expense per unit: $ 5964 Expense to Income Ratio: 55.81% NET OPERATING INCOME (before debt service) Annual Debt Service Amegy Bank $ 528,180 $ $ Local Bond Issuer Admin Fee (entry or explanation required) $ TDHCA Bond-Issuer Admin Fee (0.10%) $ TOTAL ANNUAL DEBT SERVICE Debt Coverage Ratio: 1.323 NET CASH FLOW If a revised form is submitted, date of submission:

$ $

65,300 55,420

219,000

108,000

$ $

136,000 115,000

$ $

141,000 37,000

$ $

5,920 882,640

698,755

$ $

528,180 170,575 2/19/2021

Sara Hale 02/18/2021

281-297-7944 sara.hale@amegybank.com

Off-Site Cost Breakdown This form must be submitted with the Development Cost Schedule if the development has offsite costs, whether those costs are included in the budget as a line item, embedded in the acquisition costs, or referenced in utility provider letters. Therefore, the total costs listed on this worksheet may or may not exactly correspond with those off-site costs indicated on the Development Costs Schedule. However, all costs listed here should be able to be justified in another place in the application. Column A: The offsite activity reflected here should correspond to the offsite activity reflected in the Development Cost Schedule or other supporting documentation. Columns B and C: In determining actual construction cost, two different methods may be used: Column D: To arrive at total construction costs in Column D: Column E: Any proposed activity involving the acquisition of real property, easements, rights-of-way, etc., must have the projected costs of this acquisition for the activity. Column F: Engineering/architectural costs must be broken out by the offsite work activity. Column G: Figures for Column G, Total Activity Cost, are obtained by adding together Columns D, E, and F to get the total costs. **ALL contingency must be included in the Contingency line item on the Development Cost Schedule and NOT on this form** **This form must be completed by a professional engineer licensed to practice in the State of Texas. His or her signature and registration seal must be on the form.** A. B. C. D. E. F. G. Materials or # of Total Construction Engineering / Activity Labor or Unit Price Total Activity Costs Acquisition Costs Units Costs Architectural Costs NA

Lines 35-37 Hidden Total

Seal Signature of Registered Engineer responsible for Budget Justification

Printed Name Date

If a revised form is submitted, date of submission:

2/19/2021

Site Work Cost Breakdown This form must be submitted with the Development Cost Schedule as justification of Site Work costs. Column A: The Site Work activity reflected here must match the Site Work activity reflected in the Development Cost Schedule. Columns B and C: In determining actual construction cost, two different methods may be used: The construction costs may be broken into labor (Column B) and materials (Column C) for the activity; OR The use of unit price (Column B) and the number of units (Column C) data for the activity. Column D: To arrive at total construction costs in Column D: If based on labor and materials, add Column B and Column C together to arrive at total construction costs. If based on unit price measures, Column B is multiplied by Column C to arrive at total construction costs. Column E: Any proposed activity involving the acquisition of real property, easements, rights-of-way, etc., must have the projected costs of this acquisition for the activity. Column F: Engineering/architectural costs must be broken out by the Site Work activity. Column G: Figures for Column G, Total Activity Cost, are obtained by adding together Columns D, E, and F to get the total costs. **This form must be completed by a Third-Party engineer licensed to practice in the State of Texas. His or her signature and registration seal must be on the form.** For Site Work costs that exceed $15,000 per Unit and are included in Eligible Basis, a CPA letter allocating which portions of those site costs should be included in Eligible Basis and which ones may be ineligible must be submitted behind this tab. A.

B. Activity

Demolition Detention Rough Grading Fine Grading On site Concrete On site Electrical On site Paving On site Utilities Decorative Masonry Bumper stops, striping & signs

Labor or Unit Price

Materials or # of Units

D. E. Total Construction Acquisition Costs Costs $ 140,000.00 $ 715,000.00 $ 450,000.00 $ 80,000.00 $ 66,000.00 $ 175,000.00 $ 480,000.00 $ 346,000.00 $ 94,000.00 $ 30,000.00

Total

Duane H Whitehead Signature of Registered Engineer

Printed Name

Engineering / Architectural Costs

G. Total Activity Costs $ $ $ $ $ $ $ $ $ $

140,000 715,000 450,000 80,000 66,000 175,000 480,000 346,000 94,000 30,000

2,576,000

Seal

2/22/2021 Date

If a revised form is submitted, date of submission:

2/18/2021

MF RCVD Tue 6/8/2021 9:40 AM-LC

Independent Accountant’s Report on Applying Agreed-Upon Procedures Texas Department of Housing and Community Affairs 221 East 11th Street Austin, TX 78701 Attn: Manager, Low Income Housing Tax Credit Program Huntington BAB Partners, Ltd. 1013 Van Buren St. Houston, TX 77019 Re:

Huntington at Bay Area (the “Project”) TDHCA #21020

We have performed the procedures enumerated below, which were agreed to by management of the Project, on site work costs included in the development cost schedule of the Project as of June 2, 2021. These procedures were performed solely to assist you in connection with the calculation of the site work costs to be included in the estimated aggregate eligible basis reflected in the development cost schedule contained in the tax credit application submitted by the Project to the Texas Department of Housing and Community Affairs (the “TDHCA”). The Project’s management is responsible for the Project’s tax credit application documents submitted to the TDHCA. The sufficiency of these procedures is solely the responsibility of management of the Project. Consequently, we make no representation regarding the sufficiency of the procedures described below either for the purpose for which this report has been requested or for any other purpose. Our procedures and findings are as follows: •

We read the detailed cost breakdown for all estimated site work costs to be submitted to the TDHCA as a requirement of the 2021 Low Income Housing Tax Credit Approved Qualified Allocation Plan and Rules for the 2021 Low Income Housing Tax Credit Application.

•

We read the detailed site work estimate, prepared by Duane H. Whitehead, P.E. (the “Licensed Professional Engineer”).

•

We read IRC Section 42 and the Treasury Regulations thereunder.

•

We read Internal Revenue Service (“IRS”) Technical Advice Memoranda 200044005, 200043017, 200043016 and 200043015.

•

We obtained representations from the management of the Project concerning the nature of the estimated site work costs and their respective tax accounting treatments.

KATOPODY, LLC

P.O. BOX 3068

GRAPEVINE, TX 76099

TEL (214) 624-9890 FAX (214) 242-2102

MF RCVD Tue 6/8/2021 9:40 AM-LC

Based on our understanding of the IRS Technical Advice Memoranda and representations made to us by the management of the Project regarding the probable character and nature of the estimated site costs, we determined that site work costs of $2,436,000 should be includible in eligible basis at cost certification, based on an estimate of total site work costs of $2,576,000 prepared by the Licensed Professional Engineer for the Project. The final determination of site work costs that are includible in eligible basis at cost certification cannot be determined until the site work costs are completed, and the character and nature of the site work costs can be evaluated. Furthermore, the Project’s treatment of site work costs is not free from challenge by the IRS and the final outcome of these issues in an IRS examination is not free from doubt. Notice pursuant to IRS regulations: Any U.S. federal tax advice contained in this correspondence is not intended to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties under the Internal Revenue Code; nor is any such advice intended to be used to support the promotion or marketing of a transaction. Any advice expressed in this correspondence is limited to the federal tax issues addressed in it. Additional issues may exist outside the limited scope of any advice provided; any such advice does not consider or provide a conclusion with respect to any additional issues. This agreed-upon procedures engagement was conducted in accordance with attestation standards established by the American Institute of Certified Public Accountants. We were not engaged to and did not conduct an examination or review, the objective of which would be the expression of an opinion or conclusion, respectively, on the tax credit application documents. Accordingly, we do not express such an opinion or conclusion. Had we performed additional procedures; other matters might have come to our attention that would have been reported to you. We are required to be independent of Huntington BAB Partners, Ltd. and to meet our other ethical responsibilities, in accordance with the relevant ethical requirements related to our agreed-upon procedures engagement. This report is intended solely for the information and use of the Project and the TDHCA and is not intended to be and should not be used by anyone other than those specified parties.

Grapevine, Texas June 2, 2021 Contact person for questions about this report:

Thomas Katopody Phone: (214) 624-9890 Facsimile: (214) 242-2102 E-Mail: tkatopody@katopodyllc.com

Site Work Cost Breakdown

MF RCVD Tue 6/8/2021 9:40 AM-LC

This form must be submitted with the Development Cost Schedule as justification of Site Work costs. Column A: The Site Work activity reflected here must match the Site Work activity reflected in the Development Cost Schedule. Columns B and C: In determining actual construction cost, two different methods may be used: The construction costs may be broken into labor (Column B) and materials (Column C) for the activity; OR The use of unit price (Column B) and the number of units (Column C) data for the activity. Column D: To arrive at total construction costs in Column D: If based on labor and materials, add Column B and Column C together to arrive at total construction costs. If based on unit price measures, Column B is multiplied by Column C to arrive at total construction costs. Column E: Any proposed activity involving the acquisition of real property, easements, rights-of-way, etc., must have the projected costs of this acquisition for the activity. Column F: Engineering/architectural costs must be broken out by the Site Work activity. Column G: Figures for Column G, Total Activity Cost, are obtained by adding together Columns D, E, and F to get the total costs. **This form must be completed by a Third-Party engineer licensed to practice in the State of Texas. His or her signature and registration seal must be on the form.** For Site Work costs that exceed $15,000 per Unit and are included in Eligible Basis, a CPA letter allocating which portions of those site costs should be included in Eligible Basis and which ones may be ineligible must be submitted behind this tab. A.

B. Activity

Demolition Detention Rough Grading Fine Grading On site Concrete On site Electrical On site Paving On site Utilities Decorative Masonry Bumper stops, striping & signs

Labor or Unit Price

Materials or # of Units

D. E. Total Construction Acquisition Costs Costs $ 140,000.00 $ 715,000.00 $ 450,000.00 $ 80,000.00 $ 66,000.00 $ 175,000.00 $ 480,000.00 $ 346,000.00 $ 94,000.00 $ 30,000.00

Total

Duane H Whitehead Signature of Registered Engineer

Printed Name

Engineering / Architectural Costs

G. Total Activity Costs $ $ $ $ $ $ $ $ $ $

140,000 715,000 450,000 80,000 66,000 175,000 480,000 346,000 94,000 30,000

2,576,000

Seal

2/22/2021 Date

If a revised form is submitted, date of submission:

2/18/2021

Development Cost Schedule Self Score Total:

138

This Development Cost Schedule must be consistent with the Summary Sources and Uses of Funds Statement. All Applications must complete the Total Cost column. Direct Loan Applicants should review costs ineligible for reimbursement with Direct Loan funds in 10 TAC §13.3(e), while all HTC Applicants must complete the Eligible Basis columns and the Requested Credit calculation below: TOTAL DEVELOPMENT SUMMARY Scratch Paper/Notes Eligible Basis (If Applicable) Total ACQUISITION Site acquisition cost Existing building acquisition cost Closing costs & acq. legal fees Demolition Other (specify) - see footnote 1 Subtotal Acquisition Cost OFF-SITES2 Off-site concrete Storm drains & devices Water & fire hydrants Off-site utilities Sewer lateral(s) Off-site paving Off-site electrical Other (specify) - see footnote 1 Other (specify) - see footnote 1 Subtotal Off-Sites Cost SITE WORK3 Demolition Asbestos Abatement (Demolition Only) Detention Rough grading Fine grading On-site concrete On-site electrical On-site paving On-site utilities Decorative masonry Bumper stops, striping & signs Other (specify) - see footnote 1 Subtotal Site Work Cost SITE AMENITIES Landscaping Pool and decking Athletic court(s), playground(s) Fencing Other (specify) - see footnote 1 Subtotal Site Amenities Cost

Cost

Acquisition

New/Rehab.

2,954,570

$2,954,570

$0 ALL OFF-SITE COSTS REQUIRE DOCUMENTATION. THOSE ENTERED IN BASIS REQUIRE MORE DOCUMENTATION!!! SEE 10 TAC §11.204(8)(E)(ii).

140,000 715,000 450,000 80,000 66,000 175,000 480,000 346,000 94,000 30,000 $2,576,000

715,000 450,000 80,000 66,000 175,000 480,000 346,000 94,000 30,000 $0

390,000 312,000 100,000 215,000 $1,017,000

$2,436,000 390,000 312,000 100,000 215,000

$1,017,000

2/19/2021

BUILDING COSTS*: Concrete Masonry Metals Woods and Plastics Thermal and Moisture Protection Roof Covering Doors and Windows Finishes Specialties Equipment Furnishings Special Construction Conveying Systems (Elevators) Mechanical (HVAC; Plumbing) Electrical Individually itemize costs below: Detached Community Facilities/Building Carports and/or Garages Lead-Based Paint Abatement Asbestos Abatement (Rehabilitation Only) Structured Parking Commercial Space Costs

994,000 901,000 290,000 4,488,000 225,000 250,000 947,000 1,400,000 180,000 537,000 290,000 90,000 206,000 2,466,000 1,600,000

2,897,000

Other (specify) - see footnote 1 Subtotal Building Costs Before 11.9(e)(2)

$17,761,000

Voluntary Eligible Building Costs (After 11.9(e)(2))* Enter amount to be used to achieve desired score.

$0 $84.30 psf

$17,761,000 $10,566,162

If NOT seeking to score points under §11.9(e)(2), E77:E78 should remain BLANK. True eligible building cost should be entered in line items E33:E74. If requesting points under §11.9(e)(2) related to Cost of Development per Square Foot, enter the true or voluntarily limited costs in E77:E78 that produces the target cost per square foot in D77:D78. Enter Requested Score for §11.9(e)(2) at the bottom of the schedule in D202. TOTAL BUILDING COSTS & SITE WORK (including site amenities) Contingency TOTAL HARD COSTS OTHER CONSTRUCTION COSTS General requirements (<6%) Field supervision (within GR limit) Contractor overhead (<2%) G & A Field (within overhead limit) Contractor profit (<6%) TOTAL CONTRACTOR FEES TOTAL CONSTRUCTION CONTRACT Before 11.9(e)(2)

$21,354,000 5.00%

$1,067,700

$14,019,162 1,067,700

$22,421,700

$15,086,862

%THC 6.00%

1,345,302

905,212

%EHC 6.00%

2.00%

448,434

301,737

2.00%

6.00%

1,345,302 $3,139,038

905,212 $2,112,161

6.00%

$25,560,738

$17,199,023

Voluntary Eligible "Hard Costs" (After 11.9(e)(2))* Enter amount to be used to achieve desired score.

$0.00 psf

If NOT seeking to score points under §11.9(e)(2), E96:E97 should remain BLANK. True eligible cost should be entered in line items E83 and E87:E91. If requesting points under §11.9(e)(2) related to Cost of Development per Square Foot, enter the true or voluntarily limited costs in E96:E97 that produces the target cost per square foot in D96:D97. Enter Requested Score for §11.9(e)(2) at the bottom of the schedule in D202.

2/19/2021

SOFT COSTS3 Architectural - Design fees Architectural - Supervision fees Engineering fees Real estate attorney/other legal fees Accounting fees Impact Fees Building permits & related costs Appraisal Market analysis Environmental assessment Soils report Survey Marketing

400,000 75,000 219,000 100,000 20,000 336,000 45,000 12,000 9,000 4,500 10,000 45,000

Hazard & liability insurance Real property taxes Personal property taxes Tenant Relocation

212,000 145,000

COH compliance consultant FFE Other (specify) - see footnote 1 Subtotal Soft Cost FINANCING: CONSTRUCTION LOAN(S)3

100,000 300,000

Interest Loan origination fees Title & recording fees Closing costs & legal fees Inspection fees Credit Report Discount Points Other (specify) - see footnote 1 Other (specify) - see footnote 1 PERMANENT LOAN(S) Loan origination fees Title & recording fees Closing costs & legal Bond premium Credit report Discount points Credit enhancement fees Prepaid MIP Other (specify) - see footnote 1 Other (specify) - see footnote 1 BRIDGE LOAN(S) Interest Loan origination fees Title & recording fees Closing costs & legal fees Other (specify) - see footnote 1 Other (specify) - see footnote 1

$2,032,500

720,000 160,000 145,000 75,000 24,000

$2,032,500

720,000 160,000 145,000 75,000 24,000

80,000

88,000 3,000

15,000

2/19/2021

OTHER FINANCING COSTS3 Tax credit fees Tax and/or bond counsel Payment bonds Performance bonds Credit enhancement fees Mortgage insurance premiums Cost of underwriting & issuance Syndication organizational cost Tax opinion Refinance (existing loan payoff amt)

64,440

262,337

BREAKDOWN MUST BE PROVIDED

Soft cost contingency Other (specify) - see footnote 1 Subtotal Financing Cost

95,000 $1,731,777

$1,587,337

DEVELOPER FEES3 Housing consultant fees4 General & administrative Profit or fee Subtotal Developer Fees 15.00%

4,222,208 $4,222,208

3,118,835 $3,118,835 14.98%

$825,410

$37,327,203

$23,937,694

$23,937,694 130% $31,119,003 56% $17,442,201 9.00% $1,569,798

RESERVES Rent-up - new funds Rent-up - existing reserves* Operating - new funds Operating - existing reserves* Replacement - new funds Replacement - existing reserves* Escrows - new funds Escrows - existing reserves* Subtotal Reserves *Any existing reserve amounts should be listed on the Schedule of Sources.

95,000

120,000 705,410

TOTAL HOUSING DEVELOPMENT COSTS5

The following calculations are for HTC Applications only. Deduct From Basis: Federal grants used to finance costs in Eligible Basis Non-qualified non-recourse financing Non-qualified portion of higher quality units §42(d)(5) Historic Credits (residential portion only) Total Eligible Basis **High Cost Area Adjustment (100% or 130%) Total Adjusted Basis Applicable Fraction Total Qualified Basis $17,442,201 Applicable Percentage6 Credits Supported by Eligible Basis $1,569,798 Credit Request (from 17.Development Narrative) $ 1,500,000

Requested Score for 11.9(e)(2)

$0 $0 $0

*11.9(c)(2) Cost Per Square Foot: DO NOT ROUND! Applicants are advised to ensure that the figure is not rounding down to the maximum dollar figure to support the elected points. Name of contact for Cost Estimate:

Mark Musemeche

Phone Number for Contact:

713-522-4141

If a revised form is submitted, date of submission:

2/19/2021

MF RCVD Tue 6/8/2021 9:40 AM-LC

Schedule of Sources of Funds and Financing Narrative Describe all sources of funds. Information must be consistent with the information provided throughout the Application (i.e. Financing Narrative, Term Sheets and Development Cost Schedule). Construction Period

Financing Participants

Debt TDHCA TDHCA TDHCA TDHCA Amegy Bank City of Houston

Third Party Equity Boston Financial Investment

Grant City of Houston

Funding Description

MF Direct Loan Const. to Perm. (Repayable) MF Direct Loan Const. Only (Repayable) Multifamily Direct Loan (Soft Repayable) Mortgage Revenue Bond

Loan/Equity Amount

Interest Rate (%)

Amort ization

Term (Yrs)

0.00%

0.00% 0.00% 5.70% 1.00%

0 0 35 0

0 0 18 0

$0 $0 $16,000,000 $13,500,000

CDBG

0.00% 0.00% 4.50% 1.00%

1 2

$ $ $ $

8,000,000 15,000,000

1,500,000 $

3,955,430

13,797,240

500

3,871,273

529,463

Total Sources of Funds $ Total Uses of Funds

37,327,203

$ $

37,327,203 37,327,203

§11.9(d)(2)LPS Contribution

Deferred Developer Fee MGroup Holdings, Inc.

Syndication Rate

Lien Position

$0 0.00%

Conventional Loan

HTC $

Permanent Period

Lien Interest Position Loan/Equity Amount Rate (%)

1 2

0.92

Other Direct Loan Match

2/19/2021

The financing plan for the Huntington at Bay Area is as follows: Type of Loan Construction Loan Permanent Loan Construction Loan #2 Syndication Proceeds Grant Deferred Developer Fee Deferred Reserves

Approx. Amount $16,000,000 $ 8,000,000 $15,000,000 $13,797,240 $ 500.00 $ 529,463 $ 825,410

Source Amegy Bank Amegy Bank City of Houston Boston Financial Investment Management City of Houston MGroup Holdings, Inc. Huntington BAB Partners, Ltd.

Conventional Loans The Huntington at Bay Area will receive a conventional/permanent loan from Amegy Bank in the amount of $8,000,000. This loan will provide for a fixed rate of 5.70% with a term of 35-year amortization and 18 year term. Amegy Bank will provide for an interim construction loan in the amount of $16,000,000, fully recourse, and made available on a monthly draw basis to complete construction, bridge equity funding as well as to stabilize the development until permanent loan conversion. The City of Houston will provide a construction/permanent CDBG subordinate loan in the amount of $15,000,000 which will be at a 1% rate, 40-year amortization and cash flow split payment only. Syndication Proceeds Boston Financial Investment Management will provide the equity in the amount of $13,797,240 with installments at closing, during construction and at performance benchmarks. The final installment will be funded at permanent loan closing to retire the interim loan and to fund the developer’s fee. Local Political Subdivision Grant We will receive a $500 grant from the City of Houston. Deferred Developer Fee The developer will defer approximately $529,463 which will be repaid out of cash flow over the first 5 years of operation. Deferred Reserves The project will have a restricted operating reserve account in the amount of $705,410 which is a requirement of the investor and to cover initial lease up costs, and a rent up reserve in the amount of $120,000.

Financial Capacity, Owner Equity, and Loan-to-Cost Requirements [10 TAC §13.8(c)(9) and (10) and/or 10 TAC §11.204(7)(C) as applicable ]

Financial Capacity (10 TAC §13.8(c)(9)) If the Department’s Direct Loan amounts to more than 50% of the Total Housing Development Cost, except for Developments also financed through the USDA §515 program, the Application MUST include: • A letter from a Third Party Certified Public Accountant verifying the capacity of the Applicant, Developer, or Development Owner to provide at least 10% of the Total Housing Development Cost as a short term loan for Development; OR •

Evidence of a line of credit or equivalent tool in the sole determination of the Department equal to at least 10% of the Total Housing Development Cost from a financial institution that is available for use during the proposed development activities.

Owner Equity and Appraisal Requirements (10 TAC §13.8(c)(10)) If the Direct Loan is the only source of Department funding for the Development (no HTC being requested), the Development Owner MUST provide: • equity in an amount not less than 10% of Total Housing Development Costs; and • evidence through submission of this Application that the Direct Loan amount requested is not greater than 80% of the Total Housing Development Costs Owner Equity Requirements for ALL Applications (10 TAC §11.204(7)(C)) As a result of providing owner equity in an amount greater than 5% of Total Housing Development Costs, the following must be provided in accordance with 10 TAC §11.204(7)(C): • A letter - not older than 6 months from the date the of Application submission - from a Third Party CPA verifying the capacity of the Development Owner to provide the proposed financing with funds that are not otherwise committed or pledged; and • A letter - not older than 6 months from the date the of Application submission - from the Development Owner's bank or banks confirming that such funds are and will remain available at commitment and until the required investment is completed.

2/19/2021

Match Funds (Multifamily Direct Loan Applications Only) [§13.2(9)] Match as required by the applicable NOFA must be documented with a letter from the anticipated provider of Match indicating the provider's willingness and ability to make a financial commitment should the Development receive an award of Multifamily Direct Loan funds. The information provided must be consistent with all other documentation in the Application. Indicate the amount and source of Match funds in the appropriate spaces in the table below. Generally, a Related Party contribution to the Development is not considered eligible Match. Please see 10 TAC §13.2(9) as well as the Match Guidance below.

Pledged Amount

Type of Match Pledged Non-Federal Grants Waived, foregone or deferred fees and charges (ex: debris removal and container fees, tap fees, building permits, other mandatory fees charged by the local municipality) **CANNOT INCLUDE DEVELOPER FEES** Below Market Interest Rate Loan Property Tax Abatement Donated Non-Professional Labor Non-Federally Funded Infrastructure Rental Value of Donated Use of Site Preparation or Construction Equipment Donated Construction Materials Donated Site Preparation Donated Demolition Services Donated Real Property Total Value of Match Pledged Total Amount of MF Direct Loan funds Requested Percentage of MF Direct Loan Funds to be Matched (Total Value of Match /MF Direct Loan Funds Requested)

Source of Funds

$ $

#DIV/0!

2/19/2021

Finance Scoring (for Competitive HTC Applications ONLY) Self Score Total:

138

1. Commitment of Development Funding by Local Political Subdivision (§11.9(d)(2)) Name of the Local Political Subdivision providing the funding: City of Houston X A letter from an official of the political subdivision stating that the political subdivision will provide a loan, grant, reduced fees or contribution of other value type, and the terms under which it will be provided is in the application. X The dollar value of the contribution must be in the letter and must equal $500 or more if Urban and $250 or more if Rural or USDA. X The commitment of development funding is reflected in the Application as a financial benefit to the Development, i.e. reported as a source of funds on the Sources and Uses Form and/or reflected in a lower cost in the Development Cost Schedule, such as notation of a reduction in building permits and related costs. Total Points Claimed: 1 2. Financial Feasibility (§11.9(e)(1))

Eligible Pro-Forma and letter from Third Party permanent lender stating the Development is financially feasible.

Eligible Pro-Forma and letter from Third Party permanent lender stating Development and Principals are acceptable.

Development is Supportive Housing (must meet §11.1(d)(122)(E)(i)) with eligible Pro-Forma and letter from Third Party construction lender stating Development and Principals are acceptable.

Department is only permanent lender and the evaluation from a Request for Preliminary Determination submitted under §11.8(d) is included behind this Tab.

Total Points Claimed:

0 26

3. Leveraging of Private, State, and Federal Resources (§2306.6725(a)(3); §11.9(e)(4)) 6%

Percent of Units restricted to serve households at or below 30% of AMGI HTC funding request as a percent of Total Housing Development Cost

4.02%

Eligibility for points: Development Leverages CDBG Disaster Recovery, HOPE VI, RAD or Choice Neighborhood Funding Housing Tax Credit Request

Housing Tax Credit Request

Housing Tax Credit Request * Be sure no more than 50% of Developer fees are deferred.

1 Total Points Claimed:

2/19/2021

Supporting Documents Should be Included Behind this Tab ALL SUPPORTING DOCUMENTS MUST BE CONSISTENT WITH THE SOURCES AND USES

X X X

Executed Pro Forma from Permanent or Construction Lender Letter from lender regarding approval of Principals (consistent with Template) Evidence of all Permanent and Construction Financing (term sheets, loan agreements) NOTE: Term sheets and/or loan documents from debt and equity providers must include a statement confirming they are aware the Applicant intends to elect income averaging. If the term sheet speaks to unit designations, ensure those unit designations are consistent with the rent schedule and site plan.

Evidence of any Gap Financing, terms included Evidence of any Owner Contributions, with financial support if required

Evidence of Equity Financing (HTC applications only) Letter from Texas Historical Commission (THC) indicating preliminary eligibility for historic (rehabilitation) tax credits and documentation of Certified Historic Structure status as detailed in QAP §11.9(e)(6) was submitted behind TAB 19.

Letter from Local Political Subdivision evidencing a loan, grant, reduced fees or contribution of other value to benefit the Development. [QAP §11.9(d)(2)] Evidence of Rental Assistance/Subsidy

2/19/2021

Sara Hale 02/18/2021

281-297-7944 sara.hale@amegybank.com

Sara J. Hale Senior Vice President 4576 Research Forest Drive The Woodlands, TX 77381

Via: E-Mail February 18, 2021

Lender approval letter regarding Principals

Mark Musemeche MGroup Holdings, Inc. 1013 Van Buren Street Houston, TX 77019 RE: Huntington at Bay Area, Houston, TX – TDHCA #21020 Dear Mark, The attached 15-year pro forma was prepared by Huntington BAB Partners, Ltd. for the Huntington at Bay Area located in Houston, Texas. The pro forma is consistent with the unit rental rate assumptions, total operating expenses, net operating income, and debt service coverage based on Amegy Bank’s current underwriting parameters and consistent with the loan terms indicated in the term sheet and is preliminarily considered feasible, pending further diligence review. The debt service for each year maintains no less than a 1.15 debt coverage ratio. Additionally, Amegy Bank has performed a preliminary review of the credit worthiness of Huntington BAB Partners, Ltd. and MGroup Holdings, Inc. At this time Amegy Bank has no reservations with Huntington BAB Partners, Ltd. or any of the Principals. We anticipate no additional guarantors or financial strength will be needed to facilitate a loan to this borrower, other than those requirements disclosed herein. Sincerely,

Sara Hale

office 281.297.7944 e-mail sara.hale@amegybank.com

1 Sara J. Hale Senior Vice President 4576 Research Forest Drive The Woodlands, TX 77381

Via: E-Mail

Construction & Permanent Loan financing

February 18, 2021 Mark Musemeche MGroup Holdings, Inc. 1013 Van Buren Street Houston, TX 77019 RE: Huntington at Bay Area, Houston, TX – TDHCA #21020 Dear Mark,

Zions Bancorporation, N.A dba Amegy Bank (“Lender”) is interested in providing financing for the Property, as described below. Based on our discussions and the information you have presented to us, I am pleased to present the following "Term Sheet" as a preliminary outline of financing for your consideration. In this regard, I present the following proposed loan terms for your consideration:

General Information Borrower:

Huntington BAB Partners, Ltd., a to be formed single asset entity (the "Borrower").

Property:

A 148- unit affordable age-restricted multifamily rental housing project to be constructed at the SE Corner of Bay Area Blvd and Seawolf Drive, Houston, Harris County, Texas 77058 (the "Property").

Purpose:

To provide a “Mortgage Loan” for construction and permanent financing of a multifamily rental housing property and related facilities and improvements.

Security:

A valid, first lien encumbering the Property along with an assignment of the plans, specs, equity contributions, leases, rents, architect/engineering contracts, construction contracts, licenses, permits, and other agreements.

Recourse:

Full recourse to the Borrower. MGroup Holdings, Inc. (the "Guarantor") must sign a full unconditional guaranty at closing and a construction completion guaranty. Upon satisfying the requirements for Amortization Commencement, as outlined in this Term Sheet, the Mortgage Loan will convert to a nonrecourse loan and the guaranty shall become limited to certain circumstances occurring, such as fraud, misrepresentation, environmental issues, bankruptcy, etc.

office 281.297.7944

e-mail sara.hale@amegybank.com

Loan Terms Loan Amount:

Permanent Loan Term Amount:

Equity Investment:

The Mortgage Loan will be in an amount equal to the lesser of (a) $16,000,000 or (b) 80% of the Property's appraised value, as completed (including the value of the tax credits), based upon Lender's review of an approved third-party appraisal. The Mortgage Loan amount is based upon a total project cost of $37,327,203. The “Permanent Loan Term Amount” is estimated to be $8,000,000. The Permanent Loan Term Amount may not exceed 80% of the Property's appraised value "as stabilized" assuming restricted rents based upon Lender's review of a third-party appraisal, with a minimum underwritten debt service coverage ratio of 1.15 to 1 at project completion and stabilization based upon an underwritten interest rate of 5.70% with a 35-year amortization. $13,797,240 or such other amount acceptable by Lender, by tax credit investor who is acceptable to Lender. If at any time during the Loan Term Lender determines that the portion of the Loan Amount not yet advanced is insufficient to complete the remaining construction work due to an increase in the total project cost, Borrower will be required to contribute additional equity equal to the shortage prior to Lender advancing additional loan proceeds. Equity installments will be used to fund development costs and/or pay down the Mortgage Loan to the Permanent Loan Term Amount.

Secondary Financing:

Borrower has committed to obtain secondary financing from the City of Houston ("COH") in the amount of $15,000,000 ("Secondary Loan"). All secondary financing shall be subordinate in all respects to the liens of the Lender. No additional secondary financing shall be permitted without prior written consent of the Lender.

Other Sources:

It is anticipated that the project will be receiving a $500.00 grant from the City of Houston.

Interest Rate:

The Interest Rate on the Mortgage Loan is calculated by adding a base spread of 2.50% to the 30-day LIBOR rate adjusted monthly, using a 1% floor on LIBOR. (Currently, underwritten at a 4.50% rate) The Interest Rate on the Permanent Loan Term Amount shall be fixed;  at a rate equal to the commensurate 15-Year Swap Rate plus 3.00%, using a 1% floor on the Swap Rate, which shall be set within 5 days of closing. (Currently, underwritten at a 5.70% rate)

Loan Term:

The term for the Mortgage Loan will be 20.5 years. (30 months construction period and 18 years permanent period).

office 281.297.7944

e-mail sara.hale@amegybank.com

3 At Borrower's option, subject to the terms of the Loan Agreement, the construction period may be extended for (6) six months upon the payment of a .25% extension fee based upon the outstanding principal balance of the Mortgage Loan on that date, and the full and complete satisfaction of certain other conditions as will be specified in the Loan Agreement. Loan Payments:

Amortization Commencement:

Monthly payments for the Mortgage Loan will be interest only for the first 30 months, thereafter converting to principal and interest payments based upon a 35-year amortization period. "Amortization Commencement" is the date that the Mortgage Loan begins amortization which occurs after (1) completion of the Project, (2) principal balance of the Mortgage Loan reduced to the Permanent Loan Term Amount, (3) Project occupancy of 90% for 90 days, (4) operating performance at a debt coverage ratio of no less than a 1.15 to 1 for 90 days and (5) satisfaction of the limited partnership requirements. Amortization Commencement is not to occur later than 30 months from loan closing. The debt coverage ratio calculation will include principal, interest, operating expenses, any and all taxes payable, insurance and replacement reserves, and use the actual rate locked at closing and a 35-year amortization.

Construction Completion:

Project construction must be completed within 18 months of loan closing.

Construction Contract:

Borrower must provide one or more, fixed cost construction contract(s) for an aggregate cost consistent with the budget approved by Lender. Lender must approve the financial condition of the Contractor(s) to determine if any bonding will be required. Any lien rights of the Contractor(s) shall be subordinate to liens of the Lender. If the Secondary Financing provided by the City of Houston requires the Contractor to provide a Payment and Performance Bond, Lender will request to be named on a dual obligee rider.

Advances:

Project costs will first be funded from the equity deposited with Lender (as it is funded) and second from the proceeds of the Secondary Loan (as it is funded according to its terms) and thirdly from the Mortgage Loan. None of the proceeds of the Mortgage Loan will be made available to Borrower unless and until the entire amount of the first equity payment has been deposited with Lender and disbursed to Borrower in accordance with the terms of the Loan Agreement Construction draws can be submitted for consideration by Lender on monthly basis. All advances are subject to the terms of the Loan Agreement and other loan documents which use percentage of completion with a 10% retainage (except for materials) for determining each advance. When the stage of construction is determined to be 90% complete, the retainage held will be reduced to 5%. When the stage of construction is determined to be 50% complete, Borrower may request a release of retainage for the initial subcontractors whose work is complete. Borrower must provide to

office 281.297.7944

e-mail sara.hale@amegybank.com

4 Lender a list detailing each subcontractor, the original contract amount and the retainage amount to be released. At the draw following the release of retainage, the Borrower must supply a final lien waiver from each of the released subcontractors. Developer Fees & Overhead:

Developer fees and overhead may be paid based on a mutually agreed upon schedule between the Lender and the tax credit investors.

Inspections:

An independent inspection firm will verify draw requests involving hard construction costs. The cost of the inspections will be paid for by the Borrower. Any testing reports that the Borrower receives during construction should be forwarded to Lender so these reports can be provided to Lender's inspecting engineer.

Prepayment:

The Mortgage Loan may be prepaid at any time subject to a “Prepayment Penalty", which shall be based on the following: 1st - 5th Year of Mortgage Loan – 1% 6th Year of Mortgage Loan and thereafter– 0%. Notwithstanding the foregoing, the Mortgage Loan balance may be reduced by up to 10%, without penalty, at time of Amortization Commencement.

Loan Closing Date:

Amegy Bank is aware that Huntington Bay Area is located in a county declared by FEMA to be eligible for individual assistance within three years preceding December 01, 2019, and therefore is expected to close on or before the last business day in November 2021.

Funds and Accounts Tax and Insurance Escrow:

An escrow account will be required for real estate taxes, assessments and insurance premiums commencing the month following conversion.

Capital Improvement Reserve:

The Lender will establish a designated escrow account for the Capital Improvements Reserve. Borrower shall make monthly deposits to said account in the amount of $3,083 per month for replacement items commencing the month following conversion.

Reserves:

A Rent Up Reserve must be included in the development budget equal to $120,000. These funds may be drawn during the lease-up phase up until Amortization Commencement. An Operating Reserve must be included in the development budget equal to $705,410 for future operating deficits after Amortization Commencement.

office 281.297.7944

e-mail sara.hale@amegybank.com

5 Deposits and Fees Expense Deposit:

An Expense Deposit is not required. However, Borrower agrees to pay for any Lender ordered third party reports, such as the appraisal.

Origination Fee:

Borrower agrees to pay to Lender non-refundable "Origination Fees" in an amount equal to 1% of the Mortgage Loan amount and 1% of the Permanent Loan Amount at closing.

Legal Fees:

Borrower agrees to pay Lender's legal fees incurred in connection with the preparation and negotiation of the loan documents.

Broker Fees:

It is Lender's understanding that no mortgage broker is involved in this transaction. No broker's fees will be paid by Lender or from any fees due Lender.

THIS TERM SHEET REFLECTS LENDER’S PRELIMINARY INTEREST IN EXPLORING THE POSSIBILITY OF A CREDIT ARRANGEMENT AND WILL NOT BE BINDING ON THE LENDER OR THE ADDRESSEE. The terms proposed herein are subject to revision at Lender’s discretion. Should Lender enter into a credit relationship with the borrower, documents may contain additional or different terms, covenants, and conditions. This term sheet may not be contradicted by evidence or any alleged oral agreement, may not be disclosed, and may not be relied upon for any purpose without Lender’s prior written consent. This term sheet is provided as an outline of terms only and is not to be considered a commitment by Lender to lend at a contract rate of interest. Any commitment by Lender is subject to further due diligence, including but not limited, to the following:         

The receipt, review and acceptance of an appraisal to be commissioned by Lender, The receipt, review and acceptance of an environmental report for the project, Verification of the source of the Equity Investment, Verification of the secondary financing, Verification of the City of Houston grant, Evidence of permissive zoning, adequacy of parking, and flood zone determination, a review of the apartment market in Houston, Harris County, Texas, Acceptability of the financial condition, credit worthiness and references of the Borrower and each Guarantor with no material change in the information prior to closing, and Review and final approval by the loan committee of Lender.

Sara Hale

office 281.297.7944

e-mail sara.hale@amegybank.com

Boston Financial Investment Management, LP a Limited Partnership 101 Arch Street Boston, Massachusetts 02110 T: 617.439.3911 F: 617.439.9978 www.bfim.com

February 18, 2021 Mark Musemeche MGroup Holdings, Inc. 1013 Van Buren St. Houston, TX 77019 Re:

Equity Financing

The Huntington on Bay Area Blvd Houston, TX

Dear Mark, We appreciate the opportunity to become the investment partner in The Huntington on Bay Area Blvd (the "Property"). This letter of intent (“LOI”) summarizes the proposed investment terms and conditions by which a limited partnership or limited liability company formed by Boston Financial Investment Management, LP ("Boston Financial") would acquire an interest in the Partnership (as defined below). As further detailed in Section 2.2 below, BFLP (as defined below) would proceed to make capital contributions to the Partnership of approximately $13,797,240 or the equivalent of $0.92 per each dollar of credit.

1. Project Assumptions We have made the following assumptions in evaluating this investment: 1.1 Development Structure  

  

The Partnership. Huntington BAB Partners, Ltd (the "Partnership") has been, or will be, formed to acquire, develop, construct, own, and operate the Property. Investor and Special Limited Partners. An entity affiliated with Boston Financial (“BFLP”) will purchase a 99.98% limited partnership interest in the Partnership (“Admission”) upon satisfactory completion of the conditions contained in this LOI. A corporation affiliated with Boston Financial will be a special limited partner in the Partnership with certain restricted management rights and a small interest in sale proceeds (the "Special Limited Partner"). General Partner. The General Partner of the Partnership will be Huntington BAB General, LLC (managing GP) and Harbor Venture Group, LLC (non-manging GP) (collectively the "General Partner"). Developer. The Property will be developed by MGroup Holdings, Inc., an affiliate of the General Partner (the “Developer”). Guarantor. The obligations of the Developer and General Partner will be guaranteed, jointly and severally, by Mark and Laura Musemeche or an entity or entities (the “Guarantors”) acceptable to Boston Financial.

 

General Contractor. The general contractor will be Camden Builders, Inc., or other entity acceptable to Boston Financial. Management Agent. The Property will be managed by Asset Living, pending review and acceptance by Boston Financial, or another agent acceptable to Boston Financial (the “Management Agent”). The Management Agent (i) will have demonstrated experience managing Section 42 properties and (ii) will receive a competitive management fee, which shall not exceed the lesser of 6% of effective gross revenue or the maximum amount permitted by any lender.

1.2 Property Design and Development Schedule 

The Property will be developed as new construction and will consist of 148 units of senior housing in one residential building. The unit and income mix will include:

Property Design: Units Beds Inc AMI Rent AMI 7 One 30% 30% 25 One 50% 50% 22 One 60% 60% 2 Two 30% 30% 11 Two 50% 50% 21 Two 60% 60% 34 One Mkt Mkt 26 Two Mkt Mkt 60% of the units will be occupied by LIHTC eligible tenants.

Set-Aside None None None None None None None None

Subsidy No No No No No No No No

1.3 Financing* Type

Lender

Amount

Rate

Fixed Rate?

Term

Amort

Hard Payments?

Const Perm Const/ Perm

Amegy Bank Amegy Bank City of Houston (CDBG)

$16,000,000 $8,000,000 $15,000,000

4.50% 5.70% 1.00%

No Yes Yes

24 mths 18 40

N/A 35 N/A

Interest only Yes Cash Flow

In no event will the hard debt be underwritten to a Debt Service Coverage Ratio (“DSCR”) of less than 1.15x. All permanent mortgages must be Partnership non-recourse financing. All mortgages will be considered basis eligible.

1.4 Reserves All required reserves are expected to be funded prior to or by the Stabilization Installment. 



Replacement Reserve. Property operating expenses will include funding of a Replacement Reserve in the amount of at least $250 per unit per year (or such other amount as determined by either the lender or BFLP’s engineer after their due diligence review) and increased annually by 3%. Operating Reserve. An Operating Reserve in the estimated amount of $705,410 will be held in a tax-exempt account. The actual amount of the Operating Reserve will be equal to six (6) months of operating expenses, reserve payments, and required debt service (“OERDS”). The Operating Reserve will be used to fund operating deficits of the Partnership as described in Section 3.2 below subject to Boston Financial’s approval. 2

1.5 Other    

We have assumed a hard cost contingency of $1,067,700, or approximately 5% of total hard costs. We have assumed Land Improvement costs will be eligible as 15-year depreciable property and Personal Property costs will be eligible as 5-year depreciable property. The residential building(s) will be depreciated over 30.0 years. Any interest income earned by the Partnership on the capital contributions of BFLP and any other Partnership reserve or escrow accounts (whether such amount is held by the Partnership or held by a lender) will be specially allocated to the General Partner.

2. Tax Credits and Capital Contributions 2.1 Tax Credit Assumptions 

The Partnership expects to receive a tax credit reservation of 2021 Federal LIHTC for the Property in the amount of $1,500,000 per annum.

2.2 Capital Contributions Based upon the assumptions that you submitted and subject to the satisfactory completion of Boston Financial’s due diligence, BFLP will make capital contributions to the Partnership in the aggregate amounts and at the times shown below: 1 2 3 4 5

Payment Conditions Admission 50% Construction Completion 75% Construction Completion 100% Construction Completion Latest of (i) 100% Initial Qualified Occupancy, (ii) submission of 8609 applications, (iii) Final Closing (defined below), (iv) Tax Credit Determination (defined below), (v) submission of cost certification, and Stabilization Date (defined below) Receipt of 8609s Total Price Per Credit

Amount % $2,759,445 20.0% $1,379,725 10.0% $1,379,725 10.0% $2,759,450 20.0% $5,173,965 37.5%

$344,930 $13,797,240 $0.92

2.5% 100%

Reserve $0 $0 $0 $0 $705,410

$0 $705,410

Installments are due only after the prior installment’s conditions have been met. Installments may be adjusted based on actual or projected tax credit delivery schedules as prepared by the Partnership‘s accountants. 2.3 Capital Adjusters The installments of equity shall be subject to standard tax credit timing and steady state adjuster calculations subject to the availability of funds.

2.4 Development Fee The Developer is projected to earn a total development fee of $4,222,208. The actual amount of the total developer fee may increase subject to the approval of Boston Financial. Any Development Fee outstanding after payment of all Capital Contributions will be deferred (“Deferred Development Fee”). Payment of any Deferred Development Fee will be subject to available cash flow. The General Partner shall be obligated to pay any amount of outstanding Deferred Development Fee prior to the end of the thirteenth anniversary of the date the Property is placed in service.

3. General Partner Obligations The General Partner and Guarantor will have the following obligations. 3.1 Development Obligation. The Developer is obligated to (i) deliver a completed, lien-free Property (including all final Certificates of Occupancy and an ALTA as-built survey), in accordance with the plans and specifications based upon fixed development costs including funding of Development Fee and all required reserves and (ii) arrive at Final Closing (as defined below). If the proceeds available are insufficient to pay all Eligible Development Costs, the Developer shall advance to the Partnership such funds as are required to pay such deficiencies through the latest of the date the Property achieves (i) the first anniversary of Completion, (ii) Final Closing, (iii) Stabilization Date, and (iv) the receipt of final Forms 8609s from the allocating agency for each building in the Property (the "Development Obligation Date" or “DOD”). The General Partner and Guarantor will be obligated to guaranty this obligation and any cost overruns, development deficiencies or loan conversion gaps not paid for by the Developer shall be paid by the General Partner and Guarantor will be without reimbursement. "Final Closing" means the date upon which all of the following events have occurred: (i) the Completion Date, (ii) Permanent Mortgage Commencement, (iii) the Property being free of any mechanics’ or other liens (except for the Mortgages and liens either bonded against in such a manner as to preclude the holder thereof from having any recourse to the Property or the Partnership for payment of any debt secured thereby or affirmatively insured against (in such manner as precludes recourse to the Partnership for any loss incurred by the insurer) by the Title Policy (or by another policy of title insurance) issued to the Partnership by an acceptable title insurance company in an amount satisfactory to Investor Tax Counsel (or by an endorsement of either such title policy)), (iv) the completion by the Accountants of a certified audit, approved by the Investor Limited Partner, of the Partnership’s and the General Contractor’s construction costs as a part of cost certification, (v) the agreement and acceptance of such cost certification by (a) Boston Financial and (b) by the Lenders and the Governmental Agency to the extent required by the Lenders and the Governmental Agency, (vi) the date of delivery to and acceptance by Boston Financial of an As-Built Survey, (vii) the disbursement of proceeds under the Mortgage Loans has been made in the full amount permitted by such cost certification, (viii) all amounts due in connection with the construction of the Property have been paid or provided for, and (ix) the full funding of any reserves required under the Mortgage Loan Documents and the Partnership Agreement (except for any reserves to be funded from future installments or other identified sources). “Stabilization Date” means the first day following the three most recent consecutive calendar months commencing on or after Construction Completion, during each of which, as determined by the Accountants, subject to reasonable review by Boston Financial, the Property has achieved a DSCR of 1.15x; provided, however, that if the Stabilization Date occurs prior to Final Closing, the 4

project will not be deemed to have achieved the Stabilization Date unless and until all other conditions to Final Closing have been satisfied. "Tax Credit Determination" means the date the Accountants determine the amount of the Tax Credits, and determine that the Project satisfies the requirements of Section 42(h)(4) of the Code. 3.2 Operating Obligation. Commencing on the date of Admission, the General Partner will be obligated to advance funds needed to cover operating deficits (including taxes, debt service, mortgage loan insurance, full replacement reserve funding acceptable to Boston Financial, and, after the DOD, normal repairs and necessary capital improvements) such that the Partnership has $1 of surplus cash at all times. The General Partner’s obligation will be unlimited through the end of the Compliance Period and such advances will not be reimbursed and treated as Special Capital Contributions prior to the DOD and subsequent to the DOD will be treated as Operating Expense Loans, which will bear no interest and will be repayable solely from future available cash flow or sale proceeds. Notwithstanding the above, the Guarantor's guaranty of the Operating Obligation will be unlimited from Admission through the DOD. Commencing on the DOD said guaranty shall be limited to $705,410; provided, however, in no event will such amount be less than six (6) months of OERDS. The Guarantor's guaranty of the Operating Obligation shall terminate upon the later of (i) the fifth anniversary of the DOD or (ii) the Property achieving a 1.15x DSCR as confirmed by audited financial statements, acceptable to Boston Financial, for the most recent fiscal year. Any operating deficits may be funded by the operating reserve prior to the Guarantor under the terms of its operating obligation guaranty. Funds drawn from the Operating Reserve will be replenished from available Cash Flow and must be fully replenished prior to the termination of the Guarantor’s obligations. 3.3 Repurchase Obligation. The General Partner will be obligated to repurchase BFLP's interest in the Partnership, for a price equal to 100% of the Net Capital Contribution payable to the Partnership less amounts not yet paid into the Partnership, plus 10% interest from Admission plus any interest or penalties from recapture, if (1) Final Closing of the mortgage loan is not achieved by the maturity date of the construction loan (subject to an extension if existing loan commitments are similarly extended), or (2) at any time before the DOD (a) an action is commenced to foreclose, abandon, or permanently enjoin construction of the Property, (b) the Property is disqualified from obtaining 30% or more of the tax credits, or (c) other significant issues occur which materially impact BFLP’s investment as agreed to in the Partnership Agreement. For a limited period of time, the Partnership will have an opportunity to cure any such problems. 3.4 Compliance Obligation. The General Partner and Guarantor shall take any and all actions required to ensure that the Property will continue to qualify for low-income tax credits. 3.5 Tax Credit Adjusters. The General Partner shall be obligated to fund the adjustments to the capital contributions resulting from a reduction in the tax credit amount as noted above. The General Partner shall have no obligation to fund any adjustments due solely to a change in the Code and any adjusters resulting from such a change shall be paid out of cash flow or from the net proceeds of a sale or refinancing as set forth in Section 4 below. 3.6 Management Rights. The consent of Boston Financial will be required to: (a) sell or refinance the Property, (b) withdraw, admit, or substitute the General Partner, or (c) sell, assign, encumber, or pledge the general partnership interests. In addition, (a) in the event the General Partner files for bankruptcy, (b) if the Partnership or the General Partner are in material default under their commitments and obligations, or (c) in certain other circumstances, BFLP after reasonable notice 5

and cure period will have the right to remove the General Partner and substitute the Special Limited Partner or another affiliate of Boston Financial as a successor general partner with the powers of managing general partner. 3.7 General Partner Standard Obligations, Representations, and Warranties. The General Partner will be responsible for all customary General Partner obligations and indemnifications and for the accuracy of all customary representations and warranties to the Partnership and BFLP. We have assumed that there are no existing environmental issues affecting the site or project.

4. Allocation and Distributions The tax credits, depreciation, and operating profits and losses of the Partnership shall be allocated 99.98% to BFLP and 0.02% to the General Partner. Prior to Completion, all cash flow will be distributed first to the Priority Distribution, then to the General Partner in accordance with the terms of the Development Agreement. Starting at Completion, all cash flow from operations after payment of operating expenses, debt service, and funding of required replacement reserves shall be distributed as follows: First, Second, Third, Fourth, Fifth, Sixth, Seventh,

to BFLP to pay its annual cumulative Priority Distribution (Asset Management Fee) of $7,500, increased annually by 3%; to BFLP an amount equal to any unpaid tax credit shortfall payments; to replenish amounts, if any, withdrawn from the Operating Reserve by the amount necessary such that the reserve is fully funded to its original balance until release of the operating deficit guaranty; to the Developer as payment of the Deferred Development Fee; to the General Partner to repay any Operating Expense Loans; 10% to BFLP, and The balance to the General Partner (first, as a Supervisory Management Fee not to exceed when combined with the Property Management Fee 12.0% of effective gross income, and thereafter, as a distribution).

Net proceeds of a sale or refinancing shall be distributed as follows: First, Second, Third, Fourth, Fifth, Sixth, Seventh, Eighth, Ninth, Tenth,

to discharge the debts and obligations of the Partnership; to fund reserves for contingent liabilities to the extent deemed necessary by the General Partner; to BFLP an amount equal to all federal, state and local taxes, including without limitation, income taxes, to be incurred by BFLP from the sale or refinancing; to the General Partner to repay any Operating Expense Loans; to the repayment of any outstanding Deferred Development Fee; to BFLP any unpaid cumulative annual Priority Distribution (Asset Management Fee) to BFLP an amount equal to 111% of any theretofore unpaid Tax Credit Shortfall Payments; $10,000 to the Special Limited Partner; 10% to BFLP, and The balance to the General Partner.

5. Reporting The Partnership shall furnish Boston Financial with quarterly unaudited financial statements. Annual audited financial statements and tax returns shall be prepared by an independent firm of certified public accountants, approved by Boston Financial, familiar with reporting requirements applicable to LIHTC properties under a timetable to be specified in the Partnership Agreement. Annual tax returns shall be provided by February 15th and annual audited financial statements by March 1st.

6. Due Diligence and Closing Process Upon receipt of an executed copy of this letter, the parties will agree upon a mutually acceptable due diligence period and closing schedule. Boston Financial’s decision to invest in the Partnership, the final terms of such investment and the admission of BFLP to the Partnership are subject to the satisfactory completion of Boston Financial’s due diligence process, including without limitation, review and approval of the following due diligence items: a) b)

c) d)

e) f)

g) h) i) j) k) l) m)

Engineering. All related due diligence, including all plans and specifications, the construction budget, and related construction documents. Environmental. Phase I Environmental Report (ASTM 1527-13 Standards), the Phase II Environmental Report (if applicable), and completion of any work recommended therein. Boston Financial requires that all third-party reports provide reliance letters which are not limited in time or amount. Market Study. Boston Financial’s Market Study which will evaluate the Property’s suitability and marketability as a LIHTC property, including review of rents and expenses. Financial and Capacity Review. A satisfactory review by Boston Financial’s Chief Credit Officer of 1) the unaudited financial statements of the General Partner, Developer, Guarantor and affiliates, 2) the audited financial statements of the Partnership and 3) the Statement of Real Estate Owned by the General Partner, Developer, Guarantor, and affiliates. Background and Credit Review. Backgrounds and credit worthiness of the General Partner, Developer, Guarantor, Property Management Agent, and Contractor. Insurance. Receipt of a satisfactory insurance policy insuring against fire and other casualty in an amount equal to the full replacement cost of the Property. A combined single limit property damage and commercial general liability insurance policy in the amount of not less than $1 million per occurrence/$2 million aggregate with an umbrella policy of no less than $3 million. The primary limits must be on a "per location" basis and the Investor Limited Partner, Special Limited Partner, and Partnership are to be Additional Insured by Endorsement. A financial projection by Boston Financial or its designee which demonstrates that the buildup of debt does not cause a bona fide debt issue. Receipt of satisfactory commitments and form loan documents for construction and permanent financing. Site inspection by Boston Financial. ALTA Owner's Policy of Title Insurance. Acceptable partnership and tax opinions. Satisfactory negotiation and execution of all legal documentation required to consummate the transactions contemplated by this LOI. Approval of the terms of the investment by Boston Financial’s Capital Committee in its sole and absolute discretion and satisfaction of such other conditions as it may require. 7

n) o)

Accountants. The Partnership’s accountants shall be either, Novogradac & Co., LLP or Katopody, LLC (the “Accountants”). Any other accountant will require consent by Boston Financial in its sole and absolute discretion. Due to the identity of interest between Mark Musemeche and MGroup + Architect, Inc. no “Errors & Omissions” insurance will be required.

7. Costs, Expenses, and Legal Counsel In addition to any expenses that are the responsibility of the General Partner it shall pay Boston Financial a due diligence fee in the amount of $0 (the “Due Diligence Fee”).

8. Confidentiality and Exclusivity The General Partner, affiliates, and agents shall not disclose the terms of this LOI to any third party except the General Partner’s counsel, accountants, lenders and the TDHCA. The General Partner acknowledges that Boston Financial will incur certain costs and expenses in connection with its due diligence review. Upon execution hereof, unless this LOI is otherwise terminated, the General Partner, its affiliates and agents, agree that it will not continue to market the Property to any prospective investors nor will it accept any competing offers made by any prospective investors to invest in the Property.

9. Governing Law This agreement shall be construed and interpreted in accordance with the laws of The Commonwealth of Massachusetts, except for any rule of such laws which would make the law of another jurisdiction applicable.

10. Acceptance and Term The consummation of this transaction is subject to satisfactory completion of the due diligence process, approval by Boston Financial’s Capital Committee in its sole and absolute discretion, execution of all legal documentation to be drafted by Boston Financial’s counsel and negotiated by the parties and satisfaction of other such conditions as may be required by BFLP. Boston Financial’s obligations described in this LOI shall not become binding upon Boston Financial until Boston Financial has approved its investment in the Property and has been admitted to the Partnership upon terms and conditions described in the final closing documents approved by the parties. Developer, General Partner and their affiliates forever waive and hereby release Boston Financial and its affiliates from any and all claims arising from the failure to consummate the transactions contemplated by this LOI, including, without limitation, any claims for detrimental reliance, breach of contract, promissory estoppel and/or specific performance. If the General Partner accepts and approves the terms, please have the authorized party so indicate by signing below. By executing this agreement, the General Partner is confirming to Boston Financial that the Partnership and its affiliates and agents will undertake the transaction set forth herein with Boston Financial, will use their best efforts to meet the conditions set forth herein, and will suspend discussions with other parties with respect to their acquisition of this investment. This agreement may only be terminated if the conditions set forth herein are not met and such termination will be effective only upon the provision of written notice by Boston Financial.

CITY OF HOUSTON Housing & Community Development Department

Sylvester Turner Mayor Tom McCasland Director 2100 Travis St, Suite 900 Houston, Texas 77002 T. (832) 394-6200 F. (832) 395-9662 www.houstontx.gov/housing

February 25, 2021

GAP Financing Huntington BAB Partners, Ltd. CO: MGroup, LC 1013 Van Buren Houston, Texas 77019 Attn: Mark Musemeche Re: Huntginton at Bay Area Dear Mr. Musemeche, We have received your submission of the application for Huntington at Bay Area. The application is a proposed a proposed 148-unit, 5 story building serving an elderly population and located at the southeast corner of Bay Area Boulevard and Seawolf Drive in Houston, Texas. The application requested $15,000,000 of DR-17 funds from the Multifamily Rental Program for gap financing at a 1% interest at a 40-year term. This letter is to inform you that the City of Houston Housing and Community Development Department is not accepting applicating for DR-17 funds for the Multifamily Rental Program. At this time your proposal will not be considered. If the department releases a Notice of Funding Availability in the future, we welcome you to resubmit the application for our review. We appreciate your proposal and applaud your pursuit to develop affordable housing in Houston. Sincerely,

Ray S. Miller Assistant Director

Council Members: Amy Peck Tarsha Jackson Abbie Kamin Carolyn Evans-Shabazz Dave Martin Tiffany Thomas Greg Travis Karla Cisneros Robert Gallegos Edward Pollard Martha Castex-Tatum Mike Knox David W. Robinson Michael Kubosh Letitia Plummer Sallie Alcorn Controller: Chris Brown

MF RCVD Tue 6/8/2021 9:40 AM-LC

CITY OF HOUSTON

Sylvester Turner Mayor

Housing & Community Development Department

Tom McCasland Director 2100 Travis, 9th Floor Houston, Texas 77002 T. (832) 394-6200 F. (832) 395-9662 www.houstontx.gov/housing

February 26, 2021

Letter from Local Political Subdivision evidencing grant

Mark Musemeche 1013 Van Buren St Houston, TX 77019 RE:

Conditional Grant Commitment TDHCA Application no. 21020 Huntington at Bay Area

Dear Mr. Musemeche: This letter represents the Housing and Community Development Department’s conditional grant commitment to support eligible pre-development costs for the above referenced property subject to the terms and conditions listed below. The City of Houston (“City”) affirms and attests that any funds herein committed were not first provided to the City by the applicant, the developer, consultant, related party, or any individual or entity acting on behalf of the proposed applicant. 1.

APPLICANT: HUNTINGTON BAB PARTNERS, LTD.

TOTAL GRANT AMOUNT: $500

Source: Local TIRZ allocation

COMMITMENT CANCELLATION: This commitment shall be deemed cancelled and void upon the event of any of the following: a) withdrawal of the application by applicant, or b) upon TDHCA’s termination or cancellation, if any, of the application or subsequent tax credit award letter, or c) failure to receive a 2021 award of tax credits from TDHCA

Eligible Pre-Development Costs are explained on letter dated 6/7/21 that follows. -LC

MF RCVD Tue 6/8/2021 9:40 AM-LC

CITY OF HOUSTON Housing & Community Development Department

Sylvester Turner Mayor Tom McCasland Director 2100 Travis, 9th Floor Houston, Texas 77002 T. (832) 394-6200 F. (832) 395-9662 www.houstontx.gov/housing

June 7, 2021 Mark Musemeche 1013 Van Buren St Houston, TX 77019 RE:

Conditional Grant Commitment TDHCA Application no. 21020 Huntington at Bay Area

APPLICANT: HUNTINGTON BAB PARTNERS, LTD.

TOTAL GRANT AMOUNT: $500

Source: Local TIRZ allocation

Eligible Costs: Costs eligible for reimbursement under this CONDITIONAL GRANT COMMITMENT are limited to those which are necessary in order to ultimately close on the financing for the Development. Examples of eligible costs include, but are not limited to: costs for Third-Party Reports (ESA, feasibility study, soils reports, etc.), architectural and engineering fees, re-platting fees, permitting fees, impact fees, surveys, and cost related to obtaining & maintaining site control (e.g. earnest money fees, extension fees).

Please indicate your acceptance and agreement with the above terms and conditions by executing this letter agreement below. Please return the original to me and keep a copy for your records. This commitment shall remain in effect for no more than 30 days from the above date unless it is accepted and fully executed by all parties within that 30-day period. Beyond that expiration date this commitment shall be null and void. This commitment shall not be transferable or assignable by the applicant or to any other party. Council Members: Amy Peck Tarsha Jackson Abbie Kamin Carolyn Evans-Shabazz Dave Martin Tiffany Thomas Greg Travis Karla Cisneros Robert Gallegos Edward Pollard Martha Castex-Tatum Mike Knox David W. Robinson Michael Kubosh Letitia Plummer Sallie Alcorn Controller: Chris Brown

MF RCVD Tue 6/8/2021 9:40 AM-LC

Sponsor Characteristics (Competitive HTC Only) Self Score Total:

138

Pursuant to §11.9(b)(2) of the Qualified Allocation Plan, an Application may qualify to receive up to two (2) points provided the ownership structure meets one of the following requirements in parts 1 OR 2 below; 1. Application is attempting to score as a Qualified Nonprofit or certified HUB with ownership interest and material participation and meets the criteria below: No

If attempting to score as a Qualified Nonprofit, Application is applying under the Nonprofit Set-Aside

Yes

If attempting to score as a certified HUB, evidence of the HUB's existence from the Texas Comptroller of Accounts is provided behind this Tab

Yes

The Qualified Nonprofit or certified HUB has some combination of ownership interest, cash flow from operations, and developer fee which taken together equal at least 50% and no less than 5% for any category. Ownership Interest: 90.000%

(Not required for HUB of HUD 202 Rehabilitation projects.)

Cash flow from operations: 90.000% Developer Fee: 90.000% Total: 270.00% Yes

(Must equal at least 50% regardless of structure)

The Qualified Nonprofit or certified HUB will materially participate in the Development and the operation of the Development throughout the Compliance Period. Yes A detailed narrative describing how that material participation will be achieved is included.

Yes

The Qualified Nonprofit or certified HUB has experience directly related to the housing industry. Yes A detailed narrative describing experience in each category is included.

Mark all that apply Property Management

X Construction

X Development

X Financing

Compliance

X No Principals of the Qualified Nonprofit or HUB are related Parties to or Affiliates of any other Principals of the Applicant or Developer. X Evidence of experience in the housing industry and a statement regarding material participation are provided behind this tab.

Points Claimed:

2. Application is attempting to score as a participating Nonprofit or certified HUB and meets the criteria below: A certified HUB will participate in Development Services or provide onsite tenant services, and evidence of the HUB's existence from the Texas Comptroller of Accounts is provided behind this Tab. A Nonprofit will participate in Development Services or provide onsite tenant services, and evidence from a state or federal source of the organization's nonprofit status is provided behind this Tab. Evidence of experience in the provision of Development Services or in the provision of on-site tenant services as well as a detailed narrative describing how the HUB or Nonprofit will provide such services must be included behind this tab.

Points Claimed:

Total Points Claimed:

2/19/2021

TDHCA 21020 Huntington Bay Area

MGroup Holdings, Inc. – HUB Statement and Experience MGroup Holdings, Inc. is a HUB certified Corporation incorporated in Texas and is principally engaged in real estate investment, development, construction, operation and management of multi family assets. MGroup has been actively involved in housing since its inception in May of 1995. To date, MGroup Holdings has developed 32 multi-family projects including 30 under the Housing Tax Credit Program. As an owner operator, MGroup materially participates in all of its assets either as a managing general partner or sole general partner. This material participation includes the day-to-day partnership administration and management oversight as well as tax matters partner. If awarded housing tax credits, MGroup will be the Managing General Partner in the development and will materially participate in the development for the compliance period as follows: 1) Conduct site visits 2) Interaction with on-site office staff during on-site visits 3) Promote diversity in the hiring process through its third-party management company 4) Solicit minority-owned business and suppliers as vendors through its third-party management company 5) Periodic inspections of property for any potential maintenance needs 6) Provide full developer and project management services

Owner and Developer Organization Charts Applicants should note that subsequent changes to the Development Ownership structure presented in this section will require the written consent of the Department. Pursuant to §11.204(13)(A) of the QAP, submit three separate charts. One showing the complete organizational structure of each of the following entities: Development Owner, Developer, and Guarantor. The organization charts must include: The names and ownership percentages of all Persons having an ownership interest in the Development Owner, Developer, and/or Guarantor. Nonprofit entities, public housing authorities, publicly traded corporations, individual board members and executive directors must be included in Organization charts. Any and all trusts must list all beneficiaries that have the legal ability to control or direct activities of the trust and are not just financial beneficiaries. In the case of: (A) Partnerships - Principals include all general Partners and Special LPs (any LP that is not the Syndicator is a "Special LP"); (B) Corporations - Principals include the executive director and all members of the board (shown with "0%" ownership as applicable). For to-be formed instrumentalities of PHAs, where the executive director and board remain to be determined, include the PHA, itself, and its members; (C) Limited liability companies - Principals include all the managing members and all other members. Org. Chart Example: Be advised that the definition of "Control" has been revised. Refer to 10 TAC §11.1(d)(30) to ensure compliance.

Applicant Organization 1

Limited Partner/Syndicator 99%

Org. 1.1

Org. 1.2

49%

51%

Note that the percentage refers to the entity to which the Person is directly connected, not to the whole Development Owner.

Principal 1, Org. 1.1 President, 85%

Board President, Org. 1.2 0%

Ability to exercise Control

Principal 2, Org. 1.1 V.P., 10%

Board Member,

Ability to exercise Control

Principal 3, Org. 1.1 Treasurer, 5%

Org. 1.2 0%

Executive Director, Org. 1.2, 0%

If a revised chart is submitted, include the date of submission!

ALL Persons who have actual or apparent authority to exercise Control must be identified on the Organizational Chart. Information about Organizations that will own or control the Applicant or other related organizations will be provided in the List of Organizations with an Ownership Special Interest in the Applicant form.

MF RCVD Tue 6/8/2021 9:40 AM-LC

List of Organizations and Principals Provide the requested information for all partnerships, corporations, limited liability companies, trusts, or any other public or private entity and their Affiliates identified on the Owner and Developer Organization Charts. Organizations that own or control other organizations should also be identified until the only remaining sub-entity would be natural persons. Organizations that are Developers and/or Guarantors must also be listed on this form as must any organization (and natural person whose ownership interest in an applicable entity is direct instead of via membership in an organization) that will receive any portion of the developer fee whether by subcontract or otherwise, except if the Person is acting as a consultant with no Control. (Note - Entity Names, Principals, and ownership percentage should coincide with the Owner and Developer Organization Charts) Be advised that the definition of "Control" has been revised. Refer to 10 TAC §11.1(d)(30) to ensure compliance.

Applicant Legal Name:

Huntington BAB Partners, Ltd.

Address: 1013 Van Buren St

City:

Houston

State: TX

77019

Name(s) of Entities the Organization Owns or Controls: Organization legally formed? Previous TDHCA Experience? Org. 1

Date formed:

Phone:

Organization Legal Name:

Huntington BAB General, LLC.

Address:

1013 Van Buren St.

Legal Org is or will be: 713-522-4141

City:

Email:

Houston

Name(s) of Entities the Organization Owns or Controls: Organization legally formed? Previous TDHCA Experience?

Phone:

Organization is identified on Org. Chart:

Role/Title

General Partner

State: TX

Zip:

77019

Huntington BAB Partners, Ltd.

Date formed:

Limited Partnership

mark@mgroupcompanies.com

Yes

Legal Org is or will be:

713-522-4141

Email:

Limited Liability Company

mark@mgroupcompanies.com

Ability to exercise Control over the Development?

Yes

List of Sub-Entities or Principals: 1. 4. Org. 2

MGroup Holdings, Inc. TDHCA Experience: Yes

TDHCA Experience:

Organization Legal Name:

MGroup Holdings, Inc.

Address:

1013 Van Buren St.

Mark Musemeche TDHCA Experience: Yes

TDHCA Experience:

City:

Houston

Laura Musemeche TDHCA Experience: Yes TDHCA Experience: Role/Title

Co-GP;Developer

State: TX

Zip:

77019

Name(s) of Entities the Organization Owns or Controls: Organization legally formed? Previous TDHCA Experience?

Yes

Date formed:

Yes

Phone:

Organization is identified on Org. Chart:

Yes

5/18/1995

Legal Org is or will be:

713-522-4141

Email:

Corporation

mark@mgroupcompanies.com

Ability to exercise Control over the Development?

Yes

List of Sub-Entities or Principals: 1. 4. Org. 3

Mark Musemeche TDHCA Experience: Yes

TDHCA Experience:

Organization Legal Name: Address:

Laura Musemeche TDHCA Experience: Yes

3. 6.

TDHCA Experience:

Harbor Venture Group, LLC.

TDHCA Experience: TDHCA Experience: Role/Title

440 Louisiana St., #1800

City:

Houston

Co-GP; Developer

State: TX

77002

Name(s) of Entities the Organization Owns or Controls: Organization legally formed? Previous TDHCA Experience?

Yes No

Organization is identified on Org. Chart:

Date formed: Phone: Yes

12/30/2020

713-650-3688

Legal Org is or will be: Email:

Limited Liability Company

jthomas@barnespllc.com

Ability to exercise Control over the Development?

List of Sub-Entities or Principals: 1. 4.

Barry Barnes TDHCA Experience: No TDHCA Experience:

2. 5.

Jermaine Thomas TDHCA Experience: No TDHCA Experience:

3. 6.

TDHCA Experience: TDHCA Experience:

Previous Participation Form Form must be completed separately for each entity (i.e. person, organization, etc.) that has or will have a controlling interest or oversight in the contract, award, agreement, or ownership transfer being considered. This form should also be completed for each board member, individual with signature authority, executive director, or elected official that represents the person/entity (as applicable).

Person/Role:

Huntington BAB Partners, Ltd.

Email Address:

mark@mgroupcompanies.com

City & State of Home Addr:

Houston, Texas

Applicant Legal Name:

Huntington BAB Partners, Ltd.

1. List experience with all TDHCA rental development programs (including: HTC, HTC Exchange, Direct Loan (HOME, TCAP, NHTF, NSP, SHTF, RHD), and BOND) that you have controlled at any time. X By selecting this box I certify that I have no prior experience with any TDHCA administered affordable rental program.

Property Name

TDHCA ID#

Property City

Program

Control began Control End (mm/yy) (mm/yy)

No previous experience

2. Identify all Community Affairs and Single Family department programs that you have participated in within the last three(3) years by placing an "x" next to the program name. X

By selecting this box I certify that I have no prior experience with any TDHCA Single Family or Community Affairs Programs. Community Affairs: HOME: HTF/OCI: Other:

CEAP CSBG CFDC DR AYBR

DOE ESG HBA HRA Bootstrap

HHSP LIHEAP PWD SFD CFDC

WAP TBRA Self-Help NSP

Person/Role:

Huntington BAB General, LLC.

Email Address:

mark@mgroupcompanies.com

City & State of Home Addr:

Houston, Texas

Applicant Legal Name:

Huntington BAB Partners, Ltd.

Property Name

TDHCA ID#

Property City

Program

Control began Control End (mm/yy) (mm/yy)

No previous experience

2. Identify all Community Affairs and Single Family department programs that you have participated in within the last three(3) years by placing an "x" next to the program name. X

By selecting this box I certify that I have no prior experience with any TDHCA Single Family or Community Affairs Programs. Community Affairs: HOME: HTF/OCI: Other:

CEAP CSBG CFDC DR AYBR

DOE ESG HBA HRA Bootstrap

HHSP LIHEAP PWD SFD CFDC

WAP TBRA Self-Help NSP

Person/Role:

MGroup Holdings, Inc.

Email Address:

mark@mgroupcompanies.com

City & State of Home Addr:

Houston, Texas

Applicant Legal Name:

Huntington BAB Partners, Ltd.

1. List experience with all TDHCA rental development programs (including: HTC, HTC Exchange, Direct Loan (HOME, TCAP, NHTF, NSP, SHTF, RHD), and BOND) that you have controlled at any time. By selecting this box I certify that I have no prior experience with any TDHCA administered affordable rental program.

Property Name

TDHCA ID# 19242 19245 18033 18047 17042 17094 16069 14017 13005 13026 12092 12089 11123 09189 09008 09915 08133 07234 060239 05125 04030 03029 02043 02042 02040 02011 01078 00073 00072 99029 97027 97026

Property City

Tramonti Huntington Chimney Rock Miramonte Miramonte Single Living Huntington at Paseo de la Resaca Catalon at Paseo de la Resaca Huntington at Sienna Ranch Catalon Apartments Tower Village Huntington at Sienna Plantation Huntington at Missouri City Briarbend Allegre Point Crestshire Village Huntington at Buda Jackson Village Retirement Center Gardens at Sienna Tuscany Park at Buda Timbercreek La Villita Apts II Park Estates La Villita Apts King's Crossing Saddlecreek Apts at Kyle Residences on Stillhouse Road Live Oak Village Rancho de Luna Beacon Bay Townhomes La Vista Townhomes Rancho del Cielo Apts Courts of Las Palomas Rancho deel Cielo Apts II

Houston Houston Stafford Stafford Brownsville Brownsville Missouri City Houston Nacogdoches Missouri City Missouri City Beaumont Austin Dallas Buda Lake Jackson Beaumont Buda Beaumont Brownsville Nacogdoches Brownsville Kingsville Kyle Paris Aransas Pass Robstown Port Isabel Del Rio Brownsville Kingsville Brownsville

Program HTC HTC HTC HTC HTC HTC HTC HTC HTC HTC HTC HTC HTC; Home HTC; TCAP HTC;TCAP;Home Exchange HTC HTC HTC HTC HTC; HTF HTC; HTF HTC; HTF HTC; HTF HTC; HTF HTC HTC HTC; CDBG HTC HTC HTC HTC

Control began Control End (mm/yy) (mm/yy) Aug-19 Aug-19 Aug-18 Aug-18 Aug-17 Aug-17 Aug-16 Aug-14 Aug-13 Aug-13 Aug-12 Aug-12 Dec-11 Jul-09 Jul-09 Jul-08 Jul-08 Aug-07 Jul-06 Jul-05 Jul-04 Jul-03 Aug-02 Aug-02 Aug-02 Aug 1 2015 Feb/2007 Aug/2001 Aug/2001 Aug/1999 Aug/1997 Aug/1997

Dec/2018 Dec/2014 Aug/2019 Dec/2017 Oct/2018 Dec/2017

2. Identify all Community Affairs and Single Family department programs that you have participated in within the last three(3) years by placing an "x" next to the program name. X

By selecting this box I certify that I have no prior experience with any TDHCA Single Family or Community Affairs Programs. Community Affairs: HOME: HTF/OCI: Other:

CEAP CSBG CFDC DR AYBR

DOE ESG HBA HRA Bootstrap

HHSP LIHEAP PWD SFD CFDC

WAP TBRA Self-Help NSP

Person/Role:

Mark Musemeche

Email Address:

mark@mgroupcompanies.com

City & State of Home Addr:

Houston, Texas

Applicant Legal Name:

Huntington BAB Partners, Ltd.

1. List experience with all TDHCA rental development programs (including: HTC, HTC Exchange, Direct Loan (HOME, TCAP, NHTF, NSP, SHTF, RHD), and BOND) that you have controlled at any time. By selecting this box I certify that I have no prior experience with any TDHCA administered affordable rental program.

Property Name

Property City

Program HTC HTC HTC HTC HTC HTC HTC HTC HTC HTC HTC HTC HTC; Home HTC; TCAP HTC;TCAP;Home Exchange HTC HTC HTC HTC HTC; HTF HTC; HTF HTC; HTF HTC; HTF HTC; HTF HTC HTC HTC; CDBG HTC HTC HTC HTC

Dec/2018 Dec/2014 Aug/2019 Dec/2017 Oct/2018 Dec/2017

2. Identify all Community Affairs and Single Family department programs that you have participated in within the last three(3) years by placing an "x" next to the program name. X

By selecting this box I certify that I have no prior experience with any TDHCA Single Family or Community Affairs Programs. Community Affairs: HOME: HTF/OCI: Other:

CEAP CSBG CFDC DR AYBR

DOE ESG HBA HRA Bootstrap

HHSP LIHEAP PWD SFD CFDC

WAP TBRA Self-Help NSP

Person/Role:

Laura Musemeche

Email Address:

mark@mgroupcompanies.com

City & State of Home Addr:

Houston, Texas

Applicant Legal Name:

Huntington BAB Partners, Ltd.

1. List experience with all TDHCA rental development programs (including: HTC, HTC Exchange, Direct Loan (HOME, TCAP, NHTF, NSP, SHTF, RHD), and BOND) that you have controlled at any time. By selecting this box I certify that I have no prior experience with any TDHCA administered affordable rental program.

Property Name

Property City

Program HTC HTC HTC HTC HTC HTC HTC HTC HTC HTC HTC HTC HTC; Home HTC; TCAP HTC;TCAP;Home Exchange HTC HTC HTC HTC HTC; HTF HTC; HTF HTC; HTF HTC; HTF HTC; HTF HTC HTC HTC; CDBG HTC HTC HTC HTC

Dec/2018 Dec/2014 Aug/2019 Dec/2017 Oct/2018 Dec/2017

2. Identify all Community Affairs and Single Family department programs that you have participated in within the last three(3) years by placing an "x" next to the program name. X

By selecting this box I certify that I have no prior experience with any TDHCA Single Family or Community Affairs Programs. Community Affairs: HOME: HTF/OCI: Other:

CEAP CSBG CFDC DR AYBR

DOE ESG HBA HRA Bootstrap

HHSP LIHEAP PWD SFD CFDC

WAP TBRA Self-Help NSP

Person/Role:

Harbor Venture Group, LLC.

Email Address:

jthomas@barnespllc.com

City & State of Home Addr:

Houston, Texas

Applicant Legal Name:

Huntington BAB Partners, Ltd.

Property Name

TDHCA ID#

Property City

Program

Control began Control End (mm/yy) (mm/yy)

No previous experience

2. Identify all Community Affairs and Single Family department programs that you have participated in within the last three(3) years by placing an "x" next to the program name. X

By selecting this box I certify that I have no prior experience with any TDHCA Single Family or Community Affairs Programs. Community Affairs: HOME: HTF/OCI: Other:

CEAP CSBG CFDC DR AYBR

DOE ESG HBA HRA Bootstrap

HHSP LIHEAP PWD SFD CFDC

WAP TBRA Self-Help NSP

Person/Role:

Barry Barnes

Email Address:

bbarnes@barnespllc.com

City & State of Home Addr:

Houston, Texas

Applicant Legal Name:

Huntington BAB Partners, Ltd.

Property Name

TDHCA ID#

Property City

Program

Control began Control End (mm/yy) (mm/yy)

No previous experience

2. Identify all Community Affairs and Single Family department programs that you have participated in within the last three(3) years by placing an "x" next to the program name. X

By selecting this box I certify that I have no prior experience with any TDHCA Single Family or Community Affairs Programs. Community Affairs: HOME: HTF/OCI: Other:

CEAP CSBG CFDC DR AYBR

DOE ESG HBA HRA Bootstrap

HHSP LIHEAP PWD SFD CFDC

WAP TBRA Self-Help NSP

Person/Role:

Jermaine Thomas

Email Address:

jthomas@barnespllc.com

City & State of Home Addr:

Houston, Texas

Applicant Legal Name:

Huntington BAB Partners, Ltd.

Property Name

TDHCA ID#

Property City

Program

Control began Control End (mm/yy) (mm/yy)

No previous experience

2. Identify all Community Affairs and Single Family department programs that you have participated in within the last three(3) years by placing an "x" next to the program name. X

By selecting this box I certify that I have no prior experience with any TDHCA Single Family or Community Affairs Programs. Community Affairs: HOME: HTF/OCI: Other:

CEAP CSBG CFDC DR AYBR

DOE ESG HBA HRA Bootstrap

HHSP LIHEAP PWD SFD CFDC

WAP TBRA Self-Help NSP

Nonprofit Participation 0 Nonprofit Set-Aside (Competitive HTC Applications Only)

Qualification: Must meet the definition of a Qualified Nonprofit Development pursuant to §11.1(d)(105) of the QAP, §42(h)(5) of the Code, and the requirements of §11.5(1) of the QAP. Documentation: Eligibility will be confirmed based upon completion of the Nonprofit Participation and Additional Nonprofit Documentation requirements in this section. By selecting this box the Applicant affirms the election to be included in the Nonprofit Set-Aside and certifies that they expect to receive a benefit in the allocation of tax credits as a result of being affiliated with a nonprofit. By selecting this box the Applicant affirms the election to be excluded from the Nonprofit Set-Aside and certifies that they do not expect to receive a benefit in the allocation of tax credits as a result of being affiliated with a nonprofit. Nonprofit Information (ALL Applications) Only nonprofit organizations will complete this section. All nonprofit Applicants or Principals must complete this form without regard to their level of ownership or the set-aside under which the Application was made. Organization Name:

NOT APPLICABLE

Is the Organization a 501(c )(3) or (4) as of the beginning of the Application Acceptance Period? If no to the question above, what is its current legal status? If "Other" please specify: Date of legal formation of Nonprofit Organization: 1) Is Applicant comprised of a joint venture between a Nonprofit and for-profit entity? If “Yes”, will this nonprofit organization Control the Applicant? What is the ownership percentage of this nonprofit organization? 2) Describe the nonprofit’s participation: 3) Describe the nonprofit’s participation in the operation of the Development throughout the Compliance and/or extended use period:

4) Will the nonprofit receive part of the development fees paid in connection with the development? If "Yes," explain: Application includes a resolution approved by the board of the nonprofit organization indicating clear approval of the organizations's participation in the Application and naming all members of the board and employees who may act on its behalf.

2/19/2021

Nonprofit Supporting Documents Should be Included Behind this Tab Applications involving a 501(c)(3) or 501(c)(4) Qualified Nonprofit Organization, housing finance corporation, or public corporation as the General Partner or Owner must provide the following documentation behind this tab: A resolution approved at a regular meeting of the majority of the Board of Directors of the nonprofit: indicating the Board's awareness of the organization’s participation in each specific Application, and naming all members of the Board and employees who may act on its behalf A.

Applications participating in the Nonprofit Set-Aside must also provide: IRS determination letter (Housing finance corporations or public facility corporations that do not have an IRS determination lette submit documentation evidencing creation under Chapter 394 of the Texas Local Government Code and corresponding citations for an exemption from taxation.) Nonprofit Participation exhibit as provided in the Application Third Party legal opinion (not applicable to Tax-Exempt Bond Developments) The Nonprofit's most recent financial statement as prepared by a Certified Public Accountant (not applicable to Tax-Exempt Bond Developments) Certification regarding Board member residence (not applicable to Tax-Exempt Bond Developments)

All other Applicants: IRS determination letter (Housing finance corporations or public facility corporations that do not have an IRS determination lette submit documentation evidencing creation under Chapter 394 of the Texas Local Government Code and corresponding citations for an exemption from taxation.) Explanation of basis of nonprofit status if not 501(c)(3) or (4) Nonprofit Participation exhibit

2/19/2021

Development Team Members The requested information on all known Development Team members must be provided. In addition to the categories listed below, the “Other” category should be used to list all known Development Team members that are included in the “Development Cost Schedule.” If the team member that will be utilized is not yet known, indicate “TBD.” If it is anticipated that the Development Team category will not be utilized, indicate “N/A.” * If there is a direct or indirect, financial, or other interest with Applicant or other team members, provide an attachment behind this form in the Application that explains the relationship(s).

Developer: MGroup Holdings, Inc.

Mark Musemeche Contact Name $4,467,894.00 Proposed Fee

mark@mgroupcompanies.com

Email Certified Texas HUB?

(713) 522-4141 Phone 76-0472368 Tax ID Number (TIN)

Yes

This is a direct or indirect, financial, or other interest with Applicant or other team members* Housing General Contractor: Camden Builders, Inc.

Bobby Rivers Contact Name

brivers@camdenliving.com

Email Certified Texas HUB?

Proposed Fee

Yes (713) 354-2500 Phone 76-0514789 Tax ID Number (TIN)

This is a direct or indirect, financial, or other interest with Applicant or other team members* Infrastructure General Contractor: NA

Contact Name

Phone Proposed Fee

Tax ID Number (TIN)

Certified Texas HUB? This is a direct or indirect, financial, or other interest with Applicant or other team members* Cost Estimator: NA

Contact Name

Phone Proposed Fee

Tax ID Number (TIN)

Certified Texas HUB? This is a direct or indirect, financial, or other interest with Applicant or other team members* Architect: Steinberg Dickey Collaborative, LLP sanford@sdcarchitects.com

Email Certified Texas HUB?

Sanford Steinberg Contact Name $475,000.00 Proposed Fee

(713) 552-1777 Phone Tax ID Number (TIN)

This is a direct or indirect, financial, or other interest with Applicant or other team members*

2/19/2021

Engineer: NA

Contact Name

Phone Proposed Fee

Tax ID Number (TIN)

Certified Texas HUB? This is a direct or indirect, financial, or other interest with Applicant or other team members* Civil Engineer: Kaluza, Inc.

Llarance Turner Contact Name $85,000.00 Proposed Fee

lturner@kaluzainc.com

Email Certified Texas HUB?

(281) 341-0808 Phone 74-2176762 Tax ID Number (TIN)

This is a direct or indirect, financial, or other interest with Applicant or other team members* Market Analyst: Apartment Marketdata LLC

Darrell Jack Contact Name

djack@stic.net

Email Certified Texas HUB?

$7,500.00 Proposed Fee

No (281) 341-0808 Phone Tax ID Number (TIN)

This is a direct or indirect, financial, or other interest with Applicant or other team members* Appraiser: NA

Contact Name

Phone Proposed Fee

Tax ID Number (TIN)

Certified Texas HUB? This is a direct or indirect, financial, or other interest with Applicant or other team members* Attorney: Coats Rose

Barry Palmer Contact Name

bpalmer@coatsrose.com

Email Certified Texas HUB?

$100,000.00 Proposed Fee

This is a direct or indirect, financial, or other interest with Applicant or other team members* Accountant: Katopody, LLC.

Thomas Katopody Contact Name $15,000.00 Proposed Fee

tkatopody@katopodyllc.com

Email Certified Texas HUB?

(713) 653-7328 Phone 76-0294490 Tax ID Number (TIN) No (214) 624-9890 Phone 46-4870752 Tax ID Number (TIN)

This is a direct or indirect, financial, or other interest with Applicant or other team members*

2/19/2021

Property Manager: Asset Living

Debbie Wiatrek Contact Name 3.5% Proposed Fee

dwiatrek@assetliving.com

Email Certified Texas HUB?

(210) 464-1111 Phone 81-4730317 Tax ID Number (TIN)

This is a direct or indirect, financial, or other interest with Applicant or other team members* Originator of Underwriter: NA

Contact Name

Phone Proposed Fee

Tax ID Number (TIN)

Certified Texas HUB? This is a direct or indirect, financial, or other interest with Applicant or other team members* Bond Issuer: NA

Contact Name

Phone Proposed Fee

Tax ID Number (TIN)

Certified Texas HUB? This is a direct or indirect, financial, or other interest with Applicant or other team members* Syndicator: Boston Financial Investment Management suzanne.pixley-schlueter@bfim.com

Suzanne Pixley-Schlueter Contact Name

Email Certified Texas HUB?

Proposed Fee

(727) 645-6212 Phone 83-0821897 Tax ID Number (TIN)

This is a direct or indirect, financial, or other interest with Applicant or other team members* Supportive Services Provider: NA

Contact Name

Phone Proposed Fee

Tax ID Number (TIN)

Certified Texas HUB? This is a direct or indirect, financial, or other interest with Applicant or other team members* Supportive Services Provider: NA

Contact Name

Phone Proposed Fee

Tax ID Number (TIN)

Certified Texas HUB? This is a direct or indirect, financial, or other interest with Applicant or other team members*

2/19/2021

Title Company Riverway Title Company

Jennifer Smith Contact Name

jsmith@riverwaytitle.com

Email Certified Texas HUB?

(713) 266-2595 Phone Proposed Fee

Tax ID Number (TIN)

This is a direct or indirect, financial, or other interest with Applicant or other team members* Application Consultant: NA

Contact Name

Phone Proposed Fee

Tax ID Number (TIN)

Certified Texas HUB? This is a direct or indirect, financial, or other interest with Applicant or other team members* ESA Provider: Phase Engineering, Inc.

Diana Hedrick Contact Name

diana@phaseengineering.com

Email Certified Texas HUB?

$5,000.00 Proposed Fee

(713) 476-9844 Phone 75-2502360 Tax ID Number (TIN)

This is a direct or indirect, financial, or other interest with Applicant or other team members* Scope and Cost Review (formerly PCA) Provider: NA

Contact Name

Phone Proposed Fee

Tax ID Number (TIN)

Certified Texas HUB? This is a direct or indirect, financial, or other interest with Applicant or other team members* Preservation Consultant: NA

Contact Name

Phone Proposed Fee

Tax ID Number (TIN)

Certified Texas HUB? This is a direct or indirect, financial, or other interest with Applicant or other team members* Other: Harbor Venture Group, LLC. (co-developer jthomas@barnespllc.com

Email Certified Texas HUB?

Jermaine Thomas Contact Name $400,000.00 Proposed Fee

(713) 650-3688 Phone Tax ID Number (TIN)

This is a direct or indirect, financial, or other interest with Applicant or other team members*

2/19/2021

Engineer/Architect Certification Form X

The Engineer/Architect Certification dated on or after January 8 is included behind this tab.

The form for the certification will be posted to the Department's website at http://www.tdhca.state.tx.us/multifamily/apply-for-funds.htm. The form for the certification will be posted to the Department's website at http://www.tdhca.state.tx.us/multifamily/apply-for-funds.htm.

NOTE: The certification requires a separate statement be submitted that describes how the accessibility requirements for the physically accessible /hearing and visual impaired Units will be met, along with related parking requirements. Be sure this statement is attached to this certification. Forms signed by the architect in Tabs 23(a), (b), and (c) may meet this requirement.

2/19/2021

2021 Engineer/Architect Certification

Engineer/Architect Certification I (We) certify that the Development will be designed and built to meet the accessibility requirements of the Federal Fair Housing Act as implemented by HUD at 24 CFR Part 100 and the Fair Housing Act Design Manual, Titles II and III of the Americans with Disabilities Act (42 U.S.C. Sections 12131‐12189) as implemented by the Department of Justice regulations at 28 CFR Parts 35 and 36, and the Department’s Accessibility rules in 10 TAC Chapter 1, Subchapter B, in effect at the time of certification. I (we) certify that all materials submitted to the Department by the Architect or Applicant constitute records of the Department subject to Chapter 552, Tex. Gov’t Code, and the Texas Public Information Act. I (We) certify that in accordance with Section 504 of the Rehabilitation Act of 1973 and implemented at 24 CFR. Part 8, if the Development includes the New Construction or substantial rehabilitation of multifamily units (4 or more units), at least five percent (5%) of all dwelling units will be designed and built to be accessible for persons with mobility impairments. A unit that is on an accessible route and is adaptable and otherwise compliant with the 2010 ADA Standards with the exceptions listed in “Nondiscrimination on the Basis of Disability in Federally Assisted Programs and Activities” (Federal Register 79 FR 29671) meets this requirement. In addition, at least two percent (2%) of all dwelling units will be designed and built to be accessible for persons with hearing or vision impairments. I (We) certify that the requirements of Section 504 of the Rehabilitation Act of 1973 and implemented at 24 CFR. Part 8 and Tex. Gov’t Code §§2306.6722 and 2306.6730, will be met as described in 10 TAC Chapter 1, Subchapter B, including the accessibility requirements relating to Unit Type distribution. I (We) certify that I (We) have reviewed and understand the Department's fair housing educational materials posted on the Department's website as of the beginning of the Application Acceptance Period. I (We) acknowledge that the Department may publish the full Development Plan on the Department’s website, release the Development Plan in response to a request for public information and make other use of the Development Plan as authorized by law. I (We) certify that if the Development includes the New Construction or Rehabilitation of single family units (1 to 3 units per building), every unit will be designed and built to meet the accessibility requirements of Tex. Gov’t Code §2306.514, as it may be amended from time to time. I (We) have attached a statement describing how, regardless of building type, all Units accessed by the ground floor or by elevator (affected units) meet the visitability requirements at 10 TAC §11.101(b)(8)(B), or the Applicant has requested a waiver of specific provisions of the visitability requirements at 10 TAC §11.101(b)(8)(B) as necessary for Rehabilitation Developments. Page 1 of 2 December 14, 2020

Evidence of Experience Must be Provided Behind this Tab Pursuant to §11.204(6) of the QAP, a Principal of the Developer, Development Owner, or General Partner must establish that they have experience in the development of 150 units or more. Evidence of experience behind this tab includes: X An Experience certificate issued by the Department in the years 2014-2020. An Experience certificate issued by the Department under the 2021 QAP. An Application for experience and supporting documentation in accordance with §11.204(6)(A)(i)-(ix). Evidence from the Department that the application for experience was received and is being processed by the Department. Alternatively, pursuant to §13.5(h)(1) of the Multifamily Direct Loan Rule, Applicants requesting MFDL as the only source of Department funds may meet the Experience Requirement by providing evidence of the successful development and operation for at least 5 years of at least twice as many affordability restricted units as requested in the Application. Documentation provided behind this tab meets the alternative Experience Requirement in §13.5(h)(1). DUNS Number and System for Award Management (SAM.gov) registration (Direct Loan Applications Only) The Office of Management and Budget (OMB) requires grant applicants to provide a Dunn and Bradstreet (D&B) Data Universal Numbering System (DUNS) number when applying for Federal grants, including Direct Loan funds, on or after October 1, 2003. The DUNS number will supplement other identifiers required by statute or regulation, such as tax identification numbers. To apply for a DUNS number applicants can go to the Dunn & Bradstreet website: http://fedgov.dnb.com/webform

Once applicants have obtained a DUNS number, they must register with the SAM database: https://sam.gov/portal/public/SAM

Applicants may provide this information with the Application or upon award. Evidence of SAM.gov registration for the applicant entity is attached behind this tab. Evidence of SAM.gov registration for the applicant entity will be provided upon award. Davis Bacon Labor Standards (Direct Loan Applications Only) 24 CFR §92.354, Davis-Bacon Act (40 U.S.C. §§276(a)-276(a)(5), the Davis-Bacon Related Acts, the Contract Work Hours and Safety Standards Act, and the Copeland (Anti-Kickback) Act (40 U.S.C. §276(c)) apply to developments being assisted with Direct Loan funds if (Select all that apply): Twelve (12) or more Direct Loan-assisted units will be rehabilitated or constructed under one construction contract. Community Development Block Grant (CDBG) funds (including NSP1 PI) are being used to support the Development, which requires a lower number of units (8) be used as a threshold.

2/19/2021

Community Input Scoring Items TDHCA#: 21020

Self Score Total:

138

1. Local Government Support - §11.9(d)(1) - Only check the box if support documents are included in the Application.

X Resolution(s) of either "no objection" or "support" is included behind this tab.** City of Houston

Points Requested

Name of Local Government Body Name of Local Government Body (if applicable) ** Note that resolutions are due March 1, 2021 2 Quantifiable Community Participation - §11.9(d)(4) Application expects to receive QCP points.

Points Requested

** Note that QCP Packets are due March 1, 2021 and MAY NOT be submitted by the Applicant. Packets MUST be received from Neighborhood Organization! 3 Input from State Representative - §11.9(d)(5) Letter of either support, neutrality, or opposition is included behind this tab.**

Points Requested

OR Letter stating that no letter expressing support, neutrality, or opposition will be provided is included behind this tab.** X No letter from a State Representative is included behind this tab. Points Requested

** Note that if there is no Representative, both items will be scored as neutral. Letters are due March 1, 2021. 4 Input from Community Organizations - §11.9(d)(6)

X Applicant has included one or more letters of support or opposition behind this tab. A. Goodwill Industries Name of Community Organization

Alma Duldulao-Ybarra

Points Requested

X Support Opposition

Contact Name B. Rebuilding Together Houston Name of Community Organization

Christine Holland

X Support Opposition

Contact Name C. Krist Samaritan Center Name of Community Organization

Jacklin Tawadrous

X Support Opposition

Contact Name D. Community Artists' Collective Name of Community Organization

Michelle Swain Barnes

X Support Opposition

Contact Name E. MyFriends - A Neuenschwander Foundation Name of Community Organization

Kathy Neuenschwander

X Support Opposition

Contact Name F. Name of Community Organization

Support Opposition

Contact Name

2/25/2021

February 3, 2021

Ms. Marni Holloway, Director of Multifamily Finance Texas Department of Housing & Community Affairs P.O. Box 13941 Austin, Texas 78711 Attn: Tax Credit Division RE:

TDHCA #21020 – Huntington at Bay Area SEC of Bay Area Blvd & Seawolf Dr; Houston, Harris County, Texas

Dear Ms. Holloway, I am writing this letter to voice my support for the proposed development, The Huntington at Bay Area, to be located in Houston, Harris County. Goodwill Industries is a tax exempt 501(c) 3 not- for –profit organization that serves all of Harris County in which the development will be located. Goodwill Industries provides job training, employment placement services, rehabilitation for people of limited employability as well as other community-based programs for people who have barriers preventing them from otherwise obtaining a job. We believe that there is a tremendous need for housing that is affordable to the citizens of modest means living in the communities we serve and this development will help meet those needs and will provide safe, decent and quality affordable housing that is currently not available. As part of the neighborhood and community in which Huntington Bay Area is located, we strongly support this application for tax credits because of our community’s great need for quality affordable housing at affordable rental rates. Ultimately, we look forward to seeing this project developed. Sincerely,

Alma Duldulao-Ybarra Vice President of Workforce Development Goodwill Industries of Houston 1140 West Loop North Houston, TX 77055

DocuSign Envelope ID: AFE3A976-B8B2-4551-BE54-C778872E3EBC

February 22, 2021 Ms. Marni Holloway, Director of Multifamily Finance Texas Department of Housing & Community Affairs P.O. Box 13941 Austin, Texas 78711 Attn: Tax Credit Division RE:

TDHCA #21020 – Huntington at Bay Area SEC of Bay Area Blvd & Seawolf Dr; Houston, Harris County, Texas

Dear Ms. Holloway, I am writing this letter to voice my support for the proposed development, The Huntington at Bay Area, to be located in Houston, Harris County. Rebuilding Together Houston is a tax exempt 501(c) 3 nonprofit organization that serves all of Harris County in which the development will be located. Rebuilding Together Houston repairs homes, revitalizes communities and rebuilds lives. Through critical home repairs and home modifications in underserved communities, we address the connection between health and housing while preserving the existing affordable housing landscape. We believe that there is a tremendous need for affordable housing for citizens of modest means living in the communities we serve. It is planned that 60% of the occupants of this one hundred, forty-eight (148) unit development will provide safe, livable and affordable housing for citizens of modest income levels. This type of housing is not currently available in the Bay Area location. We strongly support this application that will help address our community’s great need for quality housing at affordable rental rates. We look forward to seeing this project completed. Sincerely, Christine Holland Chief Executive Officer/ED Rebuilding Together Houston

Required Third Party Reports ALL third-party reports must include the following statement: "All persons who have a property interest in this report hereby acknowledge that the Department may publish the full report on the Department's website, release the report in response to a request for public information and make other use of the report as authorized by law." Complete the information below as applicable [§11.205]. (Reminder: Do not include third party reports in the same PDF document as the rest of the Uniform Multifamily Application. Third party reports must each be submitted as separate, searchable PDF documents.) 1.

Environmental Site Assessment (ESA) (All Multifamily Applications) Prepared by:

Phase Engineering, Inc.

Date of Report: 1/25/2021

Report recommends further studies or establishes environmental hazards that currently exist on the Property or off-site with the potential to affect the Property. If the above box is checked, a statement is provided behind this tab signed by the Development Owner, that certifies the Development Owner will comply with any and all recommendations made by the ESA preparer. Development is funded by USDA and is not required to supply an ESA. 2.

Environmental Clearance (Direct Loan applications only) All Applications for Direct Loans awarded HOME, NHTF, or NSP1 PI must complete an environmental clearance process in accordance with 24 CFR Parts 50 or 58 or 24 CFR 93.301(f), as applicable, prior to engaging in choice limiting activities such as closing on land, loans, beginning demolition or construction activities, or entering into construction contracts. A Phase I Environmental Site Assessment (ESA) will not satisfy the environmental clearance required for use of Multifamily Direct Loan funds. Property has already received Environmental Clearance from HUD under 24 CFR Parts 50 or 58 or 24 CFR 93.301(f), as applicable, and documentation of HUD Environmental Clearance is included behind this tab. Applicant has submitted an environmental packet to TDHCA and clearance is pending. Applicant has reviewed the environmental clearance materials available on the Department’s website and understands that clearance must be received prior to closing on the loan. http://www.tdhca.state.tx.us/program-services/environmental/index.htm A Third Party will aid in the completion of the environmental clearance process. If checked, complete the following: Name of Firm:

Contact Person: Contact Telephone: 3.

Email:

Primary Market Area Map X Primary Market Area (PMA) map with definition of PMA is included behind this tab. Prepared by: Apartment Marketdata LLC Development Site Location: Longitude: -95.12441

29.551197

Date of Report:

Appraisal Prepared by: NA

Latitude:

Scope and Cost Review (SCR) (formerly PCA) Prepared by: NA

Date of Report: 2/8/2021

Date of Report:

Feasibility Report (See 10 TAC §11.204(15) regarding exemptions for Acquisition and Rehabilitation ONLY developments) Prepared by: Kaluza, Inc.

Date of Report:

2/22/2021

2/19/2021

MARKET ANALYSIS SUMMARY Provider:

Apartment MarketData, LLC

Date:

Contact:

Darrell G Jack

Phone:

Development

Huntington at Bay Area

2/7/2021 (210) 530-0040

Target Population:

Senior

Definition of Senior Age: Site Location Site Coordinates:

SEC of Bay Area Blvs & Seawolf Dr

City:

Latitude

Longitude

29.551197

-95.124410

Houston

County:

(decimal degree format)

Primary Market Area (PMA) page 22.66

Harris

Square Miles

482013403.01

482013403.02

482013404.00

482013405.00

482013406.00

482013407.00

482013408.00

482013409.00

482013410.00

482013411.00

482013412.01

482013412.02

482013413.01

482013413.02

0.00

Huntington at Bay Area Legend

Houston, Texas Print Date: 7 February 2021

SEC of Bay Area Blvs & Seawolf Dr 48201340202

Site Custom Boundary TDHCA - All Census Tracts (2021) Highways CENSUS TRACTS County Boundaries State Boundaries

48201340203

48201340201 1959 $

48201340302 48201340100

48201340301 3 &

1350500

48201341400 48201340800 48201340400

4820134150

48201340600 48201341301 48201340900

48201340500 48201340700

48201341

45 5 6 48201341000

48201341302



Huntington at Bay Area 2351 $

Data Source:

48201350601

48201341202 48167721500

1 &

48201341100 48201350602

Site Coordinates

48201350700

48167721400

-95.124413 29.551197 N

48201341201 48201350801 301 0301

0.9

1.8

48167720200

48167721300 48201350802 48167721201

1 $

Miles 45 5 6 48167720501

518 $

Longitude/X: Latitude/Y:

48167

Tie-Breaker Information

Tie-Breaker #1 (10 TAC §11.7(1)) Applications proposed to be located in a census tract with a poverty rate below the average poverty rate for all awarded Competitive HTC Applications from the past three years, 17.0341 (with Region 11 adding an additional 15% to that value and Region 13 adding an additional 5% to that value), are eligible for the first tie-breaker. Any of the tied Applications that meet the first part of the tie-breaker will progress to the second part. Then the Development in the census tract with the highest percentage of statewide rent burden for renter households at or below 80% Area Median Family Income (AMFI), will win the tie-breaker. Tied Applications that do not meet the first part of the tie-breaker or that are still tied after applying the second part of the tie-breaker will proceed to the second tie-breaker to break the tie. Is Site in Region 11 or 13? Poverty Rate is less than 17.0341.

Is Site in Region 11?

Poverty Rate is less than 32.0341.

Is Site in Region 13?

Poverty Rate is less than 22.0341.

Rent Burden Rank =

Poverty Rate =

12.9

Poverty Rate =

Applicable Poverty Rate =

Poverty Rate =

Applicable Poverty Rate =

No Yes No

No No

1021

(lower number wins tie)

Tie-Breaker #2 (10 TAC §11.7(2)) Applications proposed to be located the greatest linear distance from the nearest Housing Tax Credit assisted Development that serves the same Target Population and that was awarded less than 15 years ago according to the Department’s property inventory tab of the Site Demographic Characteristics Report. Development Longitude:

-95.12441

Development Latitude:

29.551197

Target Population:

Elderly

Closest Development serving same Mariposa Apartment Homes Population: Application Number: Address: Year of Award:

16012 1427 Fm518 - Webster, Texas 77598 2016

2/19/2021

Multifamily Finance Division staff will place scanned copies of deficiency documents behind this tab in the application .pdf

From: To: Subject: Date: Importance:

Liz Cline "mark@mgroupcompanies.com"; "ofelia@mgroupcompanies.com" 21020 Huntington at Bay Area - 9% HTC Application Deficiency Notice - TIME SENSITIVE - Please reply immediately acknowledging receipt. Tuesday, June 01, 2021 8:49:00 AM High

In the course of the Department’s Housing Tax Credit Eligibility/Selection/Threshold and/or Direct Loan review of the above referenced application, a possible Administrative Deficiency as defined in §11.1(d)(2) and described in §11.201(7), §11.201(7)(A) and §11.201(7)(B) of the 2021 Uniform Multifamily Rules was identified. By this notice, the Department is requesting documentation to correct the following deficiency or deficiencies. Any issue initially identified as an Administrative Deficiency may ultimately be determined to be beyond the scope of an Administrative Deficiency, and the distinction between material and non-material missing information is reserved for the Director of Multifamily Finance, Executive Director, and Board.

. Zoning: The zoning letter is too old. . Site Plan: The number of parking spaces is less than the requirement of one space per unit. Clarify whether the local parking requirements allow this and submit any applicable documentation. . Site Plan: Clarify the accessible route. . Accessible Mobility and Hearing/Visual Unit Calculation Worksheets: The number of each Unit Type stated on the worksheets does not agree with the Rent Schedule, Site Plan, or Building/Unit Type Configuration. . Site Work Costs: The Site Work costs included in Eligible Basis exceed $15,000 per unit. Submit a CPA letter which allocates the portion of those site costs that should be included in Eligible Basis. . Cost of Development Per Square Foot: Documentation of the structured parking costs from a Third Party General Contractor or Subcontractor with experience in structured parking is needed. . Commitment Letter: The letter from the City of Houston regarding the CDBG funds indicates that applications are not being accepted for the funds and that the proposal will not be considered. Please clarify whether this is a source of funding and submit any applicable documentation. . Commitment of LPS Funding: Provide a description of the “eligible predevelopment costs”. . Organization Chart: Clarify the individuals that have the ability to exercise Control over the Development Owner, Developer, and Guarantor. A statement will suffice. 0. ESA: Submit a statement to certify that the recommendations of the ESA will be performed. 1. Feasibility Report: I don’t find a statement from the architect or civil engineer regarding the following: Entitlement

Site development permitting process and timing Building permit timing The above list may not include all Administrative Deficiencies such as those that may be identified upon a supervisory review of the application. Notice of additional Administrative Deficiencies may appear in a separate notification. All deficiencies must be corrected or otherwise resolved by 5 pm Austin local time on the fifth business day following the date of this deficiency notice. Deficiencies resolved after 5 pm Austin local time on the fifth business day will have 5 points deducted from the final score. For each additional day beyond the fifth day that any deficiency remains unresolved, the application will be treated in accordance with §11.201(7)(B) of the 2021 Uniform Multifamily Rules. Applications with unresolved deficiencies after 5pm Austin local time on the seventh business day may be terminated. All deficiencies related to the Direct Loan portion of the Application must be resolved to the satisfaction of the Department by 5pm Austin local time on the fifth business day following the date of this deficiency notice. Applications with unresolved deficiencies after 5pm Austin local time on the seventh business day will be suspended from further processing, and the Applicant will be notified to that effect, until the deficiencies are resolved. For purposes of priority under the Direct Loan set-asides, if the outstanding item(s) are resolved within one business day, the date by which the item is submitted shall be the new received date pursuant to §13.5(b) of the 2021 Multifamily Direct Loan Rule. Applicants should be prepared for additional time needed for completion of staff reviews. Unless the person that issued this deficiency notice, named below, specifies otherwise, submit all documentation at the same time and in only one file using the Department’s Serv-U HTTPs System. Once the documents are submitted to the Serv-U HTTPs system, please email the staff member issuing this notice. If you have questions regarding the Serv-U HTTPs submission process, contact Liz Cline at liz.cline@tdhca.state.tx.us or by phone at (512)475-3227. You may also contact Jason Burr at jason.burr@tdhca.state.tx.us or by phone at (512)475-3986. All applicants should review §§11.1(b) and 11.1(h) of the 2021 QAP and Uniform Multifamily Rules as they apply to due diligence, applicant responsibility, and the competitive nature of the program for which they are applying. **All deficiencies must be corrected or clarified by 5 pm Austin local time on June 8, 2021. Please respond to this email as confirmation of receipt.** Liz Cline-Rew Multifamily Finance Housing Specialist Texas Department of Housing and Community Affairs 221 E. 11th Street | Austin, TX 78701

MF RCVD Tue 6/8/2021 9:40 AM-LC

RCVD Tue 6/8/2021 9:40 AM-LC BUILDING MF CODE ENFORCEMENT COMMERCIAL PREREQUISITE CHECKLIST

INSTRUCTIONS: Complete this checklist, upload it and submit it electronically (along with the rest of the plans) via ProjectDox. All commercial submittals must include this completed form along with all applicable documents identified below before they are considered complete and meeting the prerequisite requirements for plan review. Plan submittals resulting in incomplete plans do not qualify to utilize the customer paid overtime service (See Form CE-1251). The following items are required to be uploaded and submitted where applicable to the scope of work proposed. Mark each appropriate box and identify the applicable sheet number or location where the item(s) may be found or specify “Not Applicable”. Note: Omitted items applicable to the scope of work will extend the permit process. It is the responsibility of all permit applicants to notify plan intake personnel of modifications to any previously approved plan sheets during each subsequent plan submittal for re-review of the modifications. RQ N/A 



EXTENDED LEAD TIME ITEMS REQUIRED PRIOR TO PLAN APPROVAL Certificate of Appropriateness (Historic Preservation) (Plan Attachment) Urban Forestry Letter – Required where trees are present in the right of way and located adjacent to the project property (ROW). (Plan Attachment) TXDot Letter or approved plans – For construction within or connecting to TXDot right of ways (ROW’s), IE: Highways, interstates, streets or roads. (Plan Attachment) Plan and profile drawings (when applicable) (Plan Attachment)

RQ N/A

SHEET NO./ LOCATION

PLAN SUBMITTAL PREREQUISITE REQUIREMENTS



Asbestos Survey – Required for modifications to existing buildings. (Plan Attachment)



Letters of Availability – Sewer and water letters are required for new construction, change in occupancy, and/or an increase or decrease of capacity for any proposed development. A copy of the availability letter must be uploaded to ProjectDox in the Utility Letters subfolder. When short forms are allowed, a copy of the short form must be uploaded. (Plan Attachment)



Elimination of Architectural Barriers (EAB) as required by Texas Accessibility Standards (TAS) – Projects exceeding $50,000 require Texas EAB # (Plan Attachment)



Stormwater Information Form (Plan Attachment)



Elevation Certificate – Certificates required if in the 100-year or 500-year floodplain and shall be based on construction drawings prepared, signed, and sealed by Texas registered professional surveyor or Texas professional engineer. (Plan Attachment) Mitigation Plan – Required if in the 100-year or 500-year floodplain. Construction drawings shall be prepared, signed, and sealed by Texas professional engineer. Note: Additional flood requirements may apply. Contact Floodplain Management Office at (832) 394-8854, fmo@houstontx.gov or review Chapter 19 for more information. (Plan Attachment) Plan Set – A set with appropriate forms and worksheets applicable to the project. Plans may “NOT” be marked “Preliminary or Not for Construction”.



Electronic Building Permit Application – A building permit application is required to be completed for each new structure, lease remodel or build-out proposed using iPermits. A Declaration in Support of Application for City of Houston Building Permit is required to be completed and uploaded to iPermits for most projects. Plan Review Fee Valuation (Cost of Improvements) – Permit fees are based on the total cost for all work proposed including labor and design costs and must be provided for the scope of work associated with each separate permit. The cost shown on each electronic permit application shall reflect the cost associated with the scope of work for each separate project number at each address or lease space.

X 



SHEET NO./ LOCATION

Submittal Package

Electronic Building Permit Application

Energy Code Software Report with Completed ComCheck Inspection Checklist– Required for building projects. Where proposed scope of work is exempt, indicate on the plans why exempt. (Plan Attachment) Site Plan – Required for new buildings, structures, parking lots, grading permits and additions. Also required for change in use or occupancy group. Landscaping – For new parking lots, new buildings, and for additions greater than 1,000 square feet. Planning’s landscape analysis form shall be included when applicable.

HoustonPermittingCenter.org 832.394-8810

revised: October 6, 2020 Form CE-1105

MF RCVD Tue 6/8/2021 9:40 AM-LC COMMERCIAL PREREQUISITE CHECKLIST

RQ N/A

SHEET NO./ LOCATION

PLAN SUBMITTAL PREREQUISITE REQUIREMENTS

Architectural and Structural Drawings 1. Code Analysis Sheet – To include construction type, occupancy classification and specific use(s) proposed, and demonstrate the proposed design is compliant with the current __________ Houston Construction Code. 2. Labeled floor plan with drawing details for the proposed scope of work. __________

X X X X

3. Door & Hardware Schedule, Glazing Schedule, and Wall Schedule and legend __________ differentiating the walls shown in the plan. 4. Each sheet shall be sealed, signed, and dated; as required by the Texas Architectural and Engineering Practice Acts, or where specifically required by the Building Official. Soil Report – Required for new buildings and additions utilizing drilled piers, piles, elevated foundations or where deemed necessary by the Code Official. Soil classification for floating foundations or block and base foundations shall by listed on the foundation plan by the engineer.



Mechanical – All new buildings and renovations that involve change of occupancy, new or change out of equipment, fire/smoke dampers, or new or replaced ducts.



Electrical – 1-line Diagram, Load Analysis, Panel Schedule • Required for new buildings, new services, added loads, or changes of occupancy.



Plumbing 1. Riser Diagram and Floor Plan – Required for new piping, new plumbing fixtures, and/or change in use or occupancy. 2. Letters of Availability – Required for grading projects, parking lots, new buildings, existing structures with increased water usage, and changes in use or occupancy. Storm Drainage / Civil Plans – All new parking lots, new buildings, grading permits, and projects adding impervious cover. Traffic/Civil Plans – Required for any new construction, site work, change in use or change in occupancy. Note: Also see Traffic Form #OCE-0001. Must also include a completed and approved Access Management Form. Refer to Chapter 15 of the September 2018 COH Infrastructure Design Manual. Fire Suppression and Standpipe System Plans – Required where proposed, required by code, and for modifications to facilities having existing suppression systems. Note: Sprinklers may be permitted separately. 1353_Standpipe Plan Review Checklist Fire Alarm Plans – Required where proposed, required by code, or for renovations where a fire alarm system exists. Note: May be permitted separately. HazMat Details or Owners Statement of Intended Use Form No. CE_1120 – For all facilities where hazardous materials may be present including but not limited to all: labs, medical related facilities, manufacturing and fabrication, storage and warehouses, and retail facilities. Owner signed statement mandatory.



High Piled Storage Details or Owners Statement of Intended Use Form No. CE_1120 – For all facilities where combustible storage is present including but not limited to all: manufacturing and fabrication, storage and warehouses, tire shops, and retail facilities. Owner signed statement mandatory.



Health Plans – For all projects involving food and drink preparation; and food and drink establishments provide complete equipment plan with manufacturers specs/samples.

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Care Facility Worksheet – All plan submittals for new care facility buildings, renovations that result in a change of occupancy to a care facility, remodels or expansions of existing care facility occupancies shall complete Form No. CE_1108 and include the owner signed document with the submitted plans.



Airport Sound Attenuation Requirements – Construction design shall identify detailed compliance with airport land use permit provisions where required by Chapter 9 Article VI, of the City Code and the Houston Adopted IBC (2012) Appendix N.



A.R.A. Permit or Time Stamped Application – Administration and Reg. Affairs approval for alcohol related businesses. (Plan Attachment)

HoustonPermittingCenter.org 832.394-8810

revised: October 6, 2020 Form CE-1105

FEASIBILITY STUDY REPORT _____________________________________________________ FOR

BAY AREA BOULEVARD APARTMENTS 3.4646 ACRE SITE CITY OF HOUSTON HARRIS COUNTY, TEXAS _____________________________________________________

Prepared for:

MGROUP, Inc. 1013 Van Buren Houston, Texas 77019 Prepared by:

Engineering Firm No. F-1339 Surveying Firm No. 10010000 3014 Avenue I Rosenberg, Texas 77471 (281) 341-0808 February 2021

Engineering Firm No. F-1339 | Surveying Firm No. 10010000 3014 Avenue I, Rosenberg, Texas 77471 Phone: (281) 341-0808 | Fax: (281) 341-6333

March 5, 2021

Marni Holloway Texas Department of Housing and Community Affairs 221 E. 11th Street Austin, TX 78701

RE:

Bay Area Blvd Apartments (The Huntington Bay Area)

Dear Ms. Holloway: The proposed development and site plan materially adhere to all applicable zoning, local development building codes, and ordinances. Zoning does not apply to this proposed development as it lies within the City Limits of The City of Houston. The City’s Department of Planning and Development regulates land development in Houston within its extraterritorial jurisdiction. The City does not have zoning but development is governed by codes that address how property can be subdivided. That being said, the City has no objections to the proposed development and site plan being in this location. Furthermore, I certify that the report meets the requirements provided in section 11.204(15A). Sincerely, KALUZA, INC.

Duane H Whitehead, PE CFM, LEED AP ND, ENV SP

Project Engineer

TABLE OF CONTENTS General Information........................................................................................Page 1 Platting and Zoning.........................................................................................Page 2 Fire Code.........................................................................................................Page 4 Vehicular Access and Transportation .............................................................Page 4 Flood Plain ......................................................................................................Page 5 Drainage..........................................................................................................Page 6 Storm Water Quality .......................................................................................Page 7 Water and Sanitary Sewer...............................................................................Page 8 Electric and Communications .........................................................................Page 9 Summary .......................................................................................................Page 10 x

Exhibits Exhibit “A” - Site Survey

Exhibit “B” - FEMA Firmette

Exhibit “C” - Site Drainage Plan

Exhibit “D” - Site Water & Sanitary Plan

Exhibit “E” - CLCWA Utilities GIS Map

Exhibit “F” - CLCWA Storm GIS Map

Exhibit “G” - Site Plan Overlay

Appendixes Appendix “A” - COH Platting Fees

Appendix “B” - Harris County Clerk Recording Fees

Appendix “C” - Storm Water Quality Permit Application

Appendix “D” - CLCWA Water & Sewer Service Application

Appendix “E” - CLCWA Water & Sewer Rates

Appendix “F” - COH Building Code Enforcement Fee Schedule

Feasibility Study Report Bay Area Boulevard Apartments BAY AREA BOULEVARD APARTMENTS A 3.4646 ACRE APARTMENT COMPLEX

Kaluza, Inc. prepared this report to evaluate the potential development of Bay Area Boulevard Apartments, a 3.4646-acre tract for a proposed four (4) story apartment building comprised of 148 units. This report will identify requirements and restrictions associated with the proposed development of this tract and document the findings and conclusions of this investigation. Findings contained within this report are based on information collected from observations made on the date of this report and from reasonably ascertainable information obtained from public agencies and other referenced sources. This report does not address any environmental or geological investigations related to this site. All persons who have a property interest in this report hereby acknowledge that the Department may publish the full report on the Department’s website, release the report in response to a request for public information, and make other use of the report as authorized by law.

General information: The site is located in the vicinity of 555 Bay Area Boulevard, Houston, Texas 77058, approximately 440-feet northeast from the intersection at Gemini Avenue and Bay Area Boulevard within Key Map 618T, City of Houston Map Facet 6049C. The site currently serves as a parking lot. It is bound at the north property line by dedicated Bay Area Boulevard right-of-way, bound at the west property line by an undeveloped parcel, bound at the south property line by a development ____________________________________________________________________KALUZA February 22, 2021 1

Feasibility Study Report Bay Area Boulevard Apartments known as CubeSmart Self Storage and bound at the east by another developed tract known as Simply Self Storage. Refer to Exhibit “A” for the Site Survey provided by others. All of the property being considered for the project lies within the City of Houston City Limits. A small 102-foot segment of the southwest property line abuts the City boundary line that separates the City of Houston and the City of Webster. Plans and specifications to obtain a building permit are required to adhere to the development requirements per the City of Houston. Clear Lake City Water Authority (CLCWA) must also approve the plans with regards to utilities and drainage which is discussed in detail further in this report.

Platting and Zoning: This tract lies entirely within the City of Houston and must abide by the City’s development codes for plat review and approval. The City has a Planning Department responsible for land-use implementation and subdivision regulation through utilization of ordinances.

The Planning

Department oversees the review of general plans, subdivision plats and site plan packages for development projects within the incorporated city limits. The staff reviews cases for ordinance compliance and communicates all technical requirements of the City's ordinances to landowners. Zoning does not affect this

____________________________________________________________________KALUZA February 22, 2021 2

Feasibility Study Report Bay Area Boulevard Apartments project as the City does not have zoning. At this time, no additional property or easements are required to be dedicated for public infrastructure. Subdivision platting fees required by the City of Houston total approximately $2,500.00, and $150.00 for Harris County Clerk Recordation Fees. Refer to Appendix “A” for the COH Platting Fees & Appendix “B” for Harris County Clerk Recording Fees. The Harris County Appraisal District (HCAD) Property Account Number associated with the existing tract is 0985980000003. This tract is currently taxed by the following entities: Taxing Jurisdiction Clear Creek ISD Harris County Harris County Flood Control Port of Houston Authority Harris County Hospital District Harris County Education Department City of Houston Clear Lake City Water Authority Total

2020 Tax Rate Per 100 1.265900 0.391160 0.031420 0.009910 0.166710 0.004993 0.561840 0.260000 2.691933

____________________________________________________________________KALUZA February 22, 2021 3

Feasibility Study Report Bay Area Boulevard Apartments Fire Code: The Houston Fire Department (HFD) adopted the 2012 International Fire Code Houston Amendments effective February 1, 2016. The standards, codes, and latest revisions can be found online at: https://www.houstontx.gov/fire/HFMO/standardsandcodes.html The proposed development is expected to comply with all codes as necessary and will consist of a fire apparatus access road with required HFD Access gates, fire hydrants and a fire department connection (FDC) for fire service. The proposed building is expected to be fully fire sprinklered and equipped with proper interior fire protection to meet code.

Vehicular Access and Transportation: Vehicular access for this tract is available from Bay Area Boulevard, which is under the jurisdiction of the City of Houston. Bay Area Boulevard is an existing boulevard section with three-lane traffic in each direction with a divided island median. The posted speed limit within the vicinity of the site is 35 MPH. There is existing access to the site in both east bound and west bound directions. Further evaluation and coordination of the west bound access will be required to determine proper alignment with the existing left turn lane for it to be utilized with the modified driveway access.

____________________________________________________________________KALUZA February 22, 2021 4

Feasibility Study Report Bay Area Boulevard Apartments The City will require approval of a Traffic Access Form formerly known as Traffic Form A, prior to plan approval. This will determine whether or not a Traffic Impact Analysis Report will be required for the proposed development. It is anticipated that the two modified driveways will be granted along Bay Area Boulevard based on the current City of Houston requirements. Obstructions to consider with the construction of these access driveways are: two (2) existing curb inlets that will have to be converted to grate inlets and signs/communications markers that may have to be removed and relocated. The existing sidewalk along the north property frontage limits will have to be replaced and brought up to date per the latest City of Houston requirements which call for a 6-foot wide public sidewalk along major thoroughfares. Refer to Exhibit “G” Site Plan for an overlay of the proposed conditions vs existing conditions.

Flood Plain: As per the Federal Emergency Management Agency National Flood Insurance Program Flood Insurance Rate Map for Harris County, Texas, and Incorporated Areas (Map No. 48201C1090M & Map No. 48201C1070M, Maps Revised January 6, 2017), this tract lies within Unshaded Zone X – Areas determined to be outside the 0.2% annual chance of flood with minimal flood hazard. Refer to Exhibit “B” for the FEMA Firmette for this region.

____________________________________________________________________KALUZA February 22, 2021 5

Feasibility Study Report Bay Area Boulevard Apartments

Drainage: Drainage for the site is provided via an existing underground storm sewer system along Bay Area Boulevard, which is owned and maintained by Clear Lake City Water Authority (CLCWA). This existing storm sewer system runs along the south side of Bay Area Boulevard closest to the site with available manholes for direct tie in. Refer to Exhibit “F” for CLCWA Storm GIS Map. On-site detention will be required for this proposed development. The City of Houston and Clear Lake City Water Authority both have their own detention requirements. The Amendment to CLCWA’s Policy Manual, effective November 14, 2019, made the minimum required detention rate 1.43 acre-ft per acre of total area draining into the detention pond and made CLCWA the more stringent of the two. Preliminary coordination and conversations with CLCWA’s Engineer and Hydrologist lead us to confidently assess that this high detention requirement can be waived as long as the proposed impervious area does not exceed the existing impervious cover.

Since the City of Houston will also be involved in plan

reviews, detention requirements for the full development of the site will be designed per the latest adaptation of the City of Houston Infrastructure Design Manual dated July 2020. The expected detention rate for this site is 0.78 acre-ft per acre of disturbed area that results in impervious surface. This rate is subject to increase if the percentage of proposed impervious area increases more than 73%

____________________________________________________________________KALUZA February 22, 2021 6

Feasibility Study Report Bay Area Boulevard Apartments of the total development area as calculated in the current site plan. The onsite storm drainage system shall be designed and constructed per City of Houston and CLCWA requirements. All drainage improvement plans will need to be reviewed and approved by City of Houston as well as Clear Lake City Water Authority. A geotechnical report with a bore sample taken at the proposed detention pond location is recommended to verify the depth of the water table relative to the proposed detention pond bottom. Refer to Exhibit “C” for the conceptual Site Drainage Plan for this development.

Storm Water Quality: A Storm Water Quality Management Plan (SWQMP) and a Storm Water Quality (SWQ) Permit for this site is anticipated. The City requires any proposed development on a currently undeveloped parcel of land, one acre or larger, to file for a SWQMP and a SWQ Permit. The Storm Water Quality System must be designed to treat, at minimum, the first ½” of runoff and the design must be consistent with guidelines set in the City’s Storm Water Quality Guidance Manual (SWQGM). The current application fee for a new SWQ Permit is $379.42. The SWQ Permit must be renewed annually ($204.27 fee) and the device must be properly maintained & cleaned. The cost, including installation, of a storm water quality device range anywhere from $12K to $15K for a typical ADS brand

____________________________________________________________________KALUZA February 22, 2021 7

Feasibility Study Report Bay Area Boulevard Apartments Barracuda Storm Water Quality Unit. Refer to Appendix “C” for the example Storm Water Quality Application.

Water and Sanitary Sewer: Water and sanitary sewer for this tract are provided by the Clear Lake City Water Authority. There is a public 10” sanitary sewer gravity main located on the north side of Bay Area Boulevard, opposite to the site. A new service lead will have to be created via jack & bore from a connection point onsite, to the closest existing public sanitary sewer manhole. A public 12” water line is located on the south side of the Bay Area Boulevard adjacent to the property. A water pressure Flow Test for this site is recommended to determine the pressure of the 12” water main. The pressure test will help determine whether or not a surge tank will be required for the fire sprinkler system. Flow Tests typically range from $700-$1000 and are conducted through a third party that schedules an appointment with Clear Lake City Water Authority to open the closest fire hydrants and get a static and residual pressure reading. A formal capacity request for water and sanitary sewer service will have to be submitted to CLCWA for them to confirm and reserve availability for the proposed development. Refer to Appendix “D” for the CLCWA’s water and sewer application. There are no known CLCWA impact fees for this area.

____________________________________________________________________KALUZA February 22, 2021 8

Feasibility Study Report Bay Area Boulevard Apartments A Wastewater & Water Capacity Reservation Application (WWCRA)will also have to be submitted and filed with the City of Houston prior to submitting for construction plan reviews. Since the City does not serve this area, they will issue a formal rejection letter than can be filed and used with the permitting documents when submitting for official plan review. There is an expected water demand of 17,619 gallons-per-day (GPD) for the proposed 148 apartment unit development. CLCWA’s usage rate is attached, Refer to Appendix “E” for Water & Sewer Rates. The taps to the public facilities and water meter installation must be conducted by the CLCWA’s operator. There is an expected 8” water tap fee of $16,000.00, an 8” sanitary sewer tap fee of $1,000.00, and security a deposit of $5,500.00 that are to be paid to CLCWA before obtaining a construction permit. The water tap fees include the water meter that is to be utilized by the development.

Electric and Communications Utilities: Utility service for electric and telephone exist in the vicinity. Communication lines are marked on the south side of Bay Area Boulevard closest to the site. There are three (3) telephone handholes and one (1) communications manhole located within the R.O.W. for public access. Electric service appears to be buried underground, with no overhead lines in the surrounding area. There is an existing 15’x35’ HL&P easement onsite that leads

____________________________________________________________________KALUZA February 22, 2021 9

Feasibility Study Report Bay Area Boulevard Apartments to a 10’ HL&P easement towards Gemini Avenue. The 15’x35’ HL&P easement contains transformer pads that appear to service the existing CubeSmart Self Storage building. One of these transformer pads is located outside the 15’x35’ HL&P Easement. Coordination between CenterPoint, the existing owner, and new ownership will be required prior to and during construction if one or more of these transformer pads are to be removed and relocated. Removal & relocation may result in temporary power interruption and dedication of a revised HL&P easement in a location to be mutually determined.

Summary: The 3.4646-acre project site has the potential to support the proposed 148-unit apartment facility referred to in this report as Bay Area Boulevard Apartments. Several different governmental agencies have jurisdiction over the development of the property, which will require communication between all parties. Water, sanitary sewer, drainage and dry utilities such as power, telephone, and cable for the site are available for immediate connections. The building permit for this proposed development will have to be obtained from the City of Houston. Refer to Appendix “F” for the expected COH Building Code Enforcement Fees that are involved with plan reviews.

____________________________________________________________________KALUZA February 22, 2021 10

Exhibit “A” Site Survey

Exhibit “B” FEMA Firmette

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Exhibit “C” Site Drainage Plan

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KALUZA INC

Exhibit “D” Site Water & Sanitary Plan

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KALUZA INC

Exhibit “E” CLCWA Utilities GIS Map

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Exhibit “G” Site Plan Overlay

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Appendix “A” COH Platting Fees 2021

2/19/2021

City-Wide Fee Schedule

City Fee Schedule Important Note: The fees listed in this schedule may be subject to an administrative fee per Code Section 1-14. Where applicable, certain fees are subject to an annual increase. Check with the City Department under which the fee is listed. The department may be contacted using the “Contact Us” button on the schedule.

Search: Planning and Development

All Fees

Keyword

Planning and Development Name

Description

Statutory Authority Amount

As Of

Hazardous Enterprises

Enterprise Permit

28-231(b); Motion No. 20150913

$390.38

1/1/2021

Hazardous Enterprises

Registration

28-231(b); Motion No. 20150913

$97.60

1/1/2021

Hazardous Enterprises

Enterprise Permit Transfer

28-234; Motion No. 2015-0913

Hazardous Enterprises

Variance Request Application

28-227(a); 28-238(b)(3)

Historic Preservation

Application for certificate of non-designation

33-228(a)

$29.72

1/1/2021

Location of hotels

Permit to construct, alter or remodel

28-204; Motion No. 2015-0913

$345.23

1/1/2021

Variance Request Application

28-207(a); Motion No. 20150913

$320.04

1/1/2021

Off-street Parking and Loading Variance Request Application

26-561(a); Motion No. 20150913

$813.63

1/1/2021

Off-street Parking and Loading Variance Request Application (Single Family Only)

26-561(a); Motion No. 20150913

$406.82

1/1/2021

Regulation of Towers

Tower permit fees

28-530(a); Motion No. 20150913

$519.57

1/1/2021

Subdivision Plat

Application - Class I Plat Base Fee

42-40(a); 42-54(a); Motion No. 2015-0913

$496.28

1/1/2021

Subdivision Plat

Application - Class II Plat Base Fee

42-40(a); 42-54(a); Motion No. 2015-0913

$911.18

1/1/2021

Subdivision Plat

Application for approval of a subdivision plat Class III Plat

42-40(a); 42-54(a); Motion No. 2015-0913

$911.18

1/1/2021

Chapter 42

Special Exception Request Application

42-54(a); 42-48; Motion No. 2015-0913

$192.60

1/1/2021

Chapter 42

Variance Request Application

42-54(a); 42-47; Motion No. 2015-0913

$385.20

1/1/2021

Development Plat

Application - Base Fee (Affordable Housing - three reviews/revisions)

42-54(a); 42-46; Motion No. 2015-0913

$291.92

1/1/2021

Development Plat

Application - Base Fee (Single Family Only - three reviews/revisions)

42-54(a); 42-46; Motion No. 2015-0913

$165.51

1/1/2021

Development Plat

Application Base Fee

42-54(a); 42-46; Motion No. 2015-0913

$583.84

1/1/2021

Subdivision Plat

Application for the approval of a general plan

42-54; Motion No. 2015-0913

$741.32

1/1/2021

Subdivision Plat

Application for the approval of a street dedication plat

42-54; Motion No. 2015-0913

$741.32

1/1/2021

Subdivision Plat

Lot Fee (per lot)

42-54(a); Motion No. 20150913

$25.53

1/1/2021

Subdivision Plat

Reserve Fee (per acre)

42-54(a); Motion No. 20150913

$150.17

1/1/2021

Subdivision Plat

Extension of Approval

42-54; Motion No. 2015-0913

$403.40

1/1/2021

Subdivision Plat

Plat Name Change

42-54; Motion No. 2015-0913

$165.68

1/1/2021

Site Plan Compliance

Application - Base Fee (Affordable Housing - three reviews/revisions)

42-54(a); Motion No. 20150913

$50.06

1/1/2021

Site Plan Compliance

Application - Base Fee (three reviews/revisions)

42-54; Motion No. 2015-0913

$100.12

1/1/2021

Subdivision Plat

Plat Recordation

42-54(a); Motion No. 2015-

$319.66

1/1/2021

Location of hotels

https://cohweb.houstontx.gov/FIN_FeeSchedule/default.aspx

$83.74 $3,330.18

1/1/2021 12/16/2020

1/2

2/19/2021

City-Wide Fee Schedule 0913

Subdivision Plat

Application - Vacating Plat

42-54(a); Motion No. 20150913

$232.88

1/1/2021

Trees, shrubs and screening fences

Variance application fee

33-135(a); Motion No. 20150913

$283.42

1/1/2021

Street Name - new street name for private street

Application for establishment of street name for a non-public street - per application

41-38(a)

$696.72

1/1/2021

Street Name - street sign assemblies for private street

Application for establishment of street name for a non-public street - per sign assembly

41-38(a)

$149.95

1/1/2021

Street Name Change - public or private street

Application for change of street name for a non-public street per application

41-46(a)

$696.72

1/1/2021

Street Name Change - sign assemblies for public and private street name change

Application for change of street name for a non-public street per sign assembly

41-46(a)

$149.95

1/1/2021

Administrative Fee

1-14

$29.72

1/1/2021

Expedited Site Plan Review

Site Plan Compliance Review - Single Family Residential, Expedited

42-54, 42-46(4), Motion No. 2015-0374

$131.75

1/1/2021

Expedited Development Plat Review

Site Plan Compliance Review - Other Than Single Family Residential, Expedited

42-54, 42-46(4), Motion No. 2015-0374

$483.19

1/1/2021

Certificate of Appropriateness

Application - Construction Plan Review

33-238; Motion No. 2015-0913

$268.24

1/1/2021

Certificate of Appropriateness

Application - Construction Plan Review (Accessory Structure)

33-238; Motion No. 2015-0913

$101.78

1/1/2021

Certificate of Appropriateness

Application - Demolition/Relocation

33-238; Motion No. 2015-0913

$300.18

1/1/2021

Certificate of Appropriateness

Application - Restoration & Alteration (No Additions)

33-238; Motion No. 2015-0913

$104.95

1/1/2021

Development - General

Investigation - Unpermitted Work

42-54(a); Motion No. 20150913

$344.18

1/1/2021

Development - General

Investigation - Unpermitted Work (Single Family Only)

42-54(a); Motion No. 20150913

$172.08

1/1/2021

Development Plat

Application - Additional Review/Revision

42-54(a); 42-46; Motion No. 2015-0913

$51.23

1/1/2021

Notification Requirement

Notification of property owner

42-54(a); 54-49(a); Motion No. 2015-0913

$3.13

1/1/2021

Off-Street Parking and Loading Annual Certification of Valet Parking

26-502(a); Motion No. 20150913

$257.45

1/1/2021

Off-Street Parking and Loading Application - Additional Review/Revision

26-473(a); Motion No. 20150913

$41.11

1/1/2021

Off-Street Parking and Loading Application - Designation/Modification of a Special Parking Area 26-511; Motion No. 2015-0913

$2,666.86

1/1/2021

26-473(a); Motion No. 2015Off-Street Parking and Loading Application - Parking Site Plan Review (three reviews/revisions) 0913

$233.87

1/1/2021

Off-Street Parking and Loading Commission consideration for loss of leased parking

26-501(b); Motion No. 20150913

$481.56

1/1/2021

Off-Street Parking and Loading Off-Site Lease Annual Renewal (per lease)

26-501(c); Motion No. 20150913

$104.58

1/1/2021

Off-Street Parking and Loading Off-Site Lease Review (per lease)

26-501(a); Motion No. 20150913

$227.24

1/1/2021

Off-Street Parking and Loading Parking Management Plan Review

26-516(a); Motion No. 20150913

$2,000.14

1/1/2021

Site Plan Compliance

Application - Additional Review/Revision

42-54(a); Motion No. 20150913

$33.37

1/1/2021

Subdivision Plat

Plat Recordation - Missed Appointment

42-54(a); Motion No. 20150913

$53.97

1/1/2021

Subdivision Plat

Reconsideration of Requirement

42-54(a); 54-79(a); Motion No. 2015-0913

$127.43

1/1/2021

Subdivision Plat

Title & Deed Restriction Review

42-40(e); 42-54(a); Motion No. 2015-0913

$626.36

1/1/2021

Walkable Places Fees

Standard Modification of sidewalks (Walkable Places)

40-556(C) Motion No. 2020684

$1,144.00

1/1/2021

Walkable Places Fees

Standard Modification for pedestrian realm (Walkable Places)

42-604(B) Motion No. 2020684

$1,144.00

1/1/2021

https://cohweb.houstontx.gov/FIN_FeeSchedule/default.aspx

2/2

Appendix “B” Harris County Clerk Recording Fees 2021

Fees obtained from weblink: https://www.cclerk.hctx.net/RealProperty.aspx#FeeSchedule

Appendix “C” Storm Water Quality Application

CITY OF HOUSTON Storm Water Quality (SW Q) Permit Application

Project Name: HCAD Account #:

NEW PERMIT ($379.42) ($370.59) ($204.27) RENEWAL ($199.52) AMENDMENT ($204.27) ($199.52) 2019 FEES

SW Q Permit #:

Date of this application: Date of current permit expiration: Site location or address: Site Acreage: SW Q Structural Control: Provide the latitude and longitude of the SW Q structural control Latitude (Deg/Min/Sec): ( )( )( ) Longitude (Deg/Min/Sec): OWNER’S NAME: Phone #: Email:

(

)(

)

Fax #:

Address: CONTACT’S NAME (IF DIFFERENT THAN OWNER): Email: Address: Submitted with this application:

Phone #:

Fee(s) SW QMP Engineer’s Certification SW QMP Owner’s Affidavit – Original Certification SW QMP Owner’s Affidavit – Annual Renewal Other/Notes:

SW QMP Post Construction Certification – Original Certification SW QMP Post Construction Certification – Annual Renewal SW QMP Manual Inspection documents (pictures, manifest, etc)

Notice: This application is required by Article XII, Chapter 47 of the City Code of Ordinances governing Storm W ater Discharges. The applicant hereby agrees to comply with the Code of Ordinances which includes the following conditions: 1. This permit expires on the expiration date indicated and must be renewed annually. 2. The SW Q permittee shall submit a renewal application and the applicable renewal fee not more than 30 days but not less than five days prior to expiration. Failure to renew the permit may result in enforcement action. 3. The attached Owner’s Affidavit certifies that the owner has read the maintenance and operation requirements of the Storm Water Quality Management Plan (SW QMP) and agrees to follow the requirements of the plan. 4. This permit shall be amended if there is a change in ownership. Amendment shall be submitted within ten days after any such transfer to a subsequent owner or to a third-party permittee. 5. The obligation to have and comply with a SW Q permit shall continue in perpetuity and shall run with all the land covered by the original SW Q permit. The City may revoke this permit if the City Engineer determines that any information on this application is false. This SW Q permit is effective upon signature by the City’s Storm W ater Quality Engineer, or his/her authorized representative.

Owner’s Signature

Date CITY USE ONLY Permit Issuance

Permit #: Renewal #: New Effective Date: Next Permit Expiration Date:

Storm W ater Quality Engineer

Date

Revision 01/01/17

Appendix “D” CLCWA Water & Sewer Service Application

PLBG__________

SERVICE APPLICATION CLEAR LAKE CITY WATER AUTHORITY

900 BAY AREA BLVD HOUSTON, TX 77058 281-488-1164

Please Print Service Address_____________________________________________________ Today’s Date_____________________ Mailing Address (If Different) __________________________________________________________________________ RESIDENTIAL Email__________________________________________________________ Own_________ Lease__________ Residential Deposit: $100.00 Account Holder Name_____________________________________________ SS #_______________________________ Joint Account Name_______________________________________________ SS #_______________________________ Home Phone________________________________________ Cell Phone______________________________________ Applicant’s Employer____________________________________________ Phone_______________________________ Spouse’s Employer______________________________________________ Phone_______________________________ COMMERCIAL Email__________________________________________________________ Own_________ Lease__________ $ Avg. Month Bill Deposit__________ Account Name____________________________________________________ EIN_______________________________ Contact Name____________________________________________________ Phone_____________________________ I request water and sewer service at the above premises and agree to use and pay therefore in accordance with the Authority’s established rates and rules. I UNDERSTAND THAT NONRECEIPT OF A BILL FOR ANY REASON DOES NOT EXCUSE TIMELY PAYAMENT THEREOF NOR MY OBLIGATION TO PAY LATE CHARGES. I FURTHER AGREE TO BE RESPONIBLE FOR ALL CHARGES FOR WATER AND SEWER SERVICE FOR THE ABOVE PREMISES UNTIL I REQUEST DISCONTINUANCE OF SUCH SERVICE AND A FINAL BILL. Credit balances under $1.00 on Final Bills are disregarded. I agree: (1) the Authority shall not be liable for damage of any kind whatsoever resulting from water or the use of water on the above premises, unless such damage results directly and solely as a result of conduct of the Authority; (2) the Authority shall not be responsible for damage done by or resulting from any defect in the piping, fixtures, or appliances on the above premises; (3) to maintain in serviceable condition all sewer lines within the boundaries of applicant’s premises; (4) to furnish and maintain a private cut-off valve on my side of the water meter; and (5) the Authority shall not be liable for any damage or injury arising from interruption, inadequacy or non-availability of water or sewer services. (6) the use of pipes and pipe fittings that contain more than 0.25 percent lead or solders and flux that contain more than 0.2 percent lead is prohibited in accordance with TCEQ Chapter 290, Subchapter D, Rule §290.44, (b)(1). I understand that: (1) bills will be figured in accordance with the Authority’s policies and rate schedule, as established from time to time, with water service based on the meter reading of the amount consumed for the period; (2) bills are due and payable upon presentation and payment must be made to the office of the Clear Lake City Water Authority, at 900 Bay area Blvd, Houston, TX 77058; and (3) collection of closing bills may be made at the time of presentation. I understand that consumers may request that personal information (address, telephone number, or social security number), be kept confidential by the Authority, and released only to persons allowed by law. If you request that your information be kept confidential, please mark the box below.

I request that my personal information be classified confidential and be released only to the persons allowed by law.

START DATE __________________________ SIGNATURE ___________________________________________________ PLEASE INCLUDE A COPY OF CURRENT DRIVERS LICENSE FOR THE ACCOUNT HOLDER. RESIDENTIAL CUSTOMERS ARE BILLED BIMONTHLY. COMMERCIAL CUSTOMERS ARE BILLED MONTHLY.

Appendix “E” CLCWA Water & Sewer Rates

CLEAR LAKE CITY WATER AUTHORITY

Policy Manual

Number:

R&S-90

Issued:

March 24, 1966

Revision:

No. 17

Effective:

Oct. 31, 2011

WATER AND SEWER RATES Page: 1 of 2 ________________________________________________________________________________________ The Board of Directors of the Clear Lake City Water Authority hereby establishes the following rates for service furnished by the Authority's waterworks and wastewater systems to customers within the boundary of Clear Lake City Water Authority. Water Rate: The water rate shall be based on each 1,000 gallons of metered water consumption. Charges for water and sewer are shown below. SINGLE FAMILY RESIDENTIAL – BIMONTHLY BILLING Fiscal Year

2011-2012

2012-2013

2013-2014

0-2,000 Gallons

Water $11.00

Sewer $11.00

Total $22.00

Water $11.00

Sewer $11.00

Total $22.00

Water $11.00

Sewer $11.00

Total $22.00

3,000 Gallons

$11.50

$23.00

$11.75

$23.50

$12.00

$24.00

4,000 Gallons

$12.00

$24.00

$12.50

$25.00

$13.00

$26.00

5,000 Gallons

$12.50

$25.00

$13.25

$26.50

$14.00

$28.00

6,000 Gallons

$13.00

$26.00

$14.00

$28.00

$15.00

$30.00

7,000 Gallons

$13.50

$27.00

$14.75

$29.50

$16.00

$32.00

8,000 Gallons

$14.00

$28.00

$15.50

$31.00

$17.00

$34.00

9,000 Gallons

$14.50

$29.00

$16.25

$32.50

$18.00

$36.00

10,000 Gallons

$15.00

$30.00

$17.00

$34.00

$19.00

$38.00

Next 10,000 Gallons

$2.75 per 1,000 Gallons

All Over

$2.28 per 1,000 Gallons MULTI-FAMILY AND COMMERCIAL – MONTHLY BILLING

Fiscal Year

2011-2012

2012-2013

2013-2014

0–1,000 Gallons

Water $5.50

Sewer $5.50

Total $11.00

Water $5.50

Sewer $5.50

Total $11.00

Water $5.50

Sewer $5.50

Total $11.00

2,000 Gallons

$6.00

$12.00

$6.25

$12.50

$6.50

$13.00

3,000 Gallons

$6.50

$13.00

$7.00

$14.00

$7.50

$15.00

4,000 Gallons

$7.00

$14.00

$7.75

$15.50

$8.50

$17.00

5,000 Gallons

$7.50

$15.00

$8.50

$17.00

$9.50

$19.00

Next 5,000 Gallons

$2.75 per 1,000 Gallons

All Over

$2.28 per 1,000 Gallons

CLEAR LAKE CITY WATER AUTHORITY

Policy Manual

Number:

R&S-90

Issued:

March 24, 1966

Revision:

No. 17

Effective :

Oct. 31, 2011

WATER AND SEWER RATES Page: 2 of 2 _________________________________________________________________________________________ Sewer Rate: There shall be a $1.50 charge each month included in the sewer minimum rate for each residential, multi-family and commercial sewer connection to the Authority's sewer system, regardless of the volume of usage of sewer services, if any, through such connections. The $1.50 charge for multi-family connections applies per unit. The sewer rate shall be $1.90 per 1,000 gallons of metered sewage flow. When there is no metered sewage flow, the following flow factor shall be applied to the metered water usage as shown in the tables below. SINGLE FAMILY RESIDENTIAL – BIMONTHLY BILLING Metered Water Usage 0 -- 2,000 Gallons Next 8,000 Gallons

Next 10,000 G (up to 20,000)

Next 10,000 G (up to 30,000)

All Over 30,000 Gallons

Cost 2011-2012 $11.00 Minimum $0.50 / 1,000 $1.90 / 1,000 $1.90 / 1,000 $1.90 / 1,000

Cost 2012-2013 $11.00 Minimum $0.75 / 1,000 $1.90 / 1,000 $1.90 / 1,000 $1.90 / 1,000

Cost 2013-2014 $11.00 Minimum $1.00 / 1,000 $1.90 / 1,000 $1.90 / 1,000 $1.90 / 1,000

Percentage of Sewer Return

100% 100%

85% 40% 25%

Base Base

MULTI-FAMILY DWELLINGS--MONTHLY BILLING Metered Water Usage 0 – 1,000 Gallons

Next 4,000 Gals (up to 5,000)

Next 5,000 Gals (up to10,000)

All Over 10,000 Gallons

Cost 2011-2012 $5.50 Minimum $0.50 / 1000 $1.90 / 1000 $1.90 / 1000

Cost 2012-2013 $5.50 Minimum $0.75 / 1,000 $1.90 / 1,000 $1.90 / 1,000

Cost 2013-2014 $5.50 Minimum $1.00 / 1,000 $1.90 / 1,000 $1.90 / 1,000

Percentage of Sewer Return

100% 100% 85% 10%

Base Base

COMMERCIAL--MONTHLY BILLING Metered Water Usage 0 – 1,000 Gallons

Next 4,000 Gals (up to 5,000) Next 15,000 G (up to 20,000) Next 10,000 G (up to 30,000)

All Over 30,000 Gallons

Cost 2011-2012 $5.50 Minimum $0.50 / 1,000 $1.90 / 1,000 $1.90 / 1,000 $1.90 / 1,000

Cost 2012-2013 $5.50 Minimum $0.75 / 1,000 $1.90 / 1,000 $1.90 / 1,000 $1.90 / 1,000

Cost 2013-2014 $5.50 Minimum $1.00 / 1,000 $1.90 / 1,000 $1.90 / 1,000 $1.90 / 1,000

Percentage of Sewer Return

100% 100% 95% 65% 50%

Base Base

Infiltration Water: In the event excessive infiltration or improper service is discovered contributing flow to the Authority's sewer collection system, the Authority will issue written notice describing the cause and nature of the problem (s) to each suspected contributing property owner for which sewer service has problem (s) indicated. If the problem remains uncorrected after 30 days, the Authority may assess and collect an infiltration surcharge, in addition to the sewer charge. The infiltration surcharge will normally be two times the sewer rate based on metered water usage and shall continue until the reported problem (s) is corrected and verified by the Authority's personnel. Excessive infiltration shall be assumed when any physical evidence is discovered indicating substandard, defective or deterioration of sewer lines, cleanouts, etc. for privately owned lines. An improper service shall be any flow being contributed to the sanitary sewer system other than sanitary sewage. Examples of such improper service connections are yard drains, roof drains, etc. If a customer objects to the problem (s) indicated in the notice, it will be his responsibility to provide evidence that such conditions as stated by the Authority in the notice do not exist.

Appendix “F” COH Building Code Enforcement Fee Schedule 2021

2021 BUILDING CODE ENFORCEMENT PERMIT FEE SCHEDULE

NOTE: All permit fees are subject to the minimum and administrative fees. VALUATION TABLE *Use this table to determine fees when noted in the fee schedule* Valuation Permit Fee (rounded to the nearest dollar) (Note: The minimum permit fee is $80.63) $0.01 -$7,000 $ 41.62 $ 41.62 for the first $7,000 plus $4.75 for every $7,001 - $150,000 additional $1000 in valuation or fraction thereof $721.75 for the first $150,000 plus $4.46 for every $150,001 - $200,000 additional $1000 in valuation or fraction thereof $944.71 for the first $200,000 plus $4.16 for every $200,001 - $300,000 additional $1000 in valuation or fraction thereof $1,360.87 for the first $300,000 plus $3.86 for every $300,001 - $500,000 additional $1000 in valuation or fraction thereof $2,133.77 for the first $500,000 plus $3.56 for every $500,001 - $1,000,000 additional $1000 in valuation or fraction thereof $3,917.36 for the first $1,000,000 plus $ 3.26 for every $1,000,001 - $5,000,000 additional $1000 in valuation or fraction thereof $16,997.04 for the first $5,000,000 Plus $1.77 for every $5,000,001 to $50,000,000 additional $1,000 in valuation or fraction thereof $97,258.73 for the first $50,000,000 Plus $1.19 for $50,000,001 and up every additional $1,000 in valuation or fraction thereof The building permit fee for remodels, alterations, and new structures is determined by valuation. Valuation is the total cost of construction to the end user, excluding the land purchase costs and the overhead attributed to the land purchase. The value of donated goods and services is included. Notes: • Plans submitted for a building permit will be charged a non-refundable plan review fee. The fee is calculated at a rate of 25% of the estimated building permit fee. •

New single-family homes with a valuation of $115,000 or less shall receive a 50 percent discount on permit fees.

•

A historic building that has been designated by the jurisdiction as a landmark or that is located within a historic district designated by the jurisdiction, or for which designation as a landmark or part of a historic district is pending, shall receive a 50 percent discount on permit fees provided that a certificate of appropriateness issued pursuant to Chapter 33 of the City Code is submitted with the construction documents.

Description Building Permit Plan Review (Non-Refundable) Prefabricated Buildings or Modular buildings Residential Master Plans Deferred Submittals, Revisions Paving plan review for paving at a single-family dwelling, not associated with another project

2021 PERMIT FEE SCHEDULE

PLAN REVIEW FEES Fee 25% of estimated building permit fee See Valuation Table $ 83.23 $ 83.23 or 15% of the permit fee, whichever is greater $ 83.23

ADMINISTRATIVE & GENERAL INSPECTION FEES Description Fee Administrative Fee (Non-Refundable) $ 29.72 Minimum Permit Fee $ 80.63 Refund Processing Fee $ 29.72 Certificate of Occupancy $ 83.23 Temporary Certificate of Occupancy $ 83.23 Reinspection Fee $ 83.23 Special Requested Inspections $285.37 Emergency Inspections Inspections Outside of Jurisdiction Overtime Inspections/Plan Reviews Name Change Address Change Duplicate Job Card Investigation Fee (Unpermitted Construction - per Occurrence) Request for Special Approval, Alternate Method, Interpretation or Modification due to Practical Difficulty.

$178.35 - Min. 4 hours $ 41.62 - Ea. hour or portion thereof exceeding 4 hrs. $285.37 + the current standard mileage rate as published by the IRS. $285.37 - Min. 4 hours $ 74.31 - Ea. hour or portion thereof exceeding 4 hrs. $ 83.23 $ 83.23 $ 83.23 $295.24 minimum or double fee whichever is greater. This fee is in addition to the permit fee. $ 47.56 - Standard Request $118.91 - Moderate Request $594.53 - Extensive Requests, plus $148.62 each hour or fraction thereof exceeding 4 hours

STRUCTURAL PERMIT FEES Description Fee New Buildings See valuation table Additions, alterations, remodels, See valuation table conversions, and repairs $ 83.23 - For the first story; Demolition of a Building $ 41.62 - For each additional story Towers (other than signs) See valuation table Prefabricated Fireplaces $ 17.83 Sand or Water Blasting $ 41.62 Grading $ 83.23 $ 41.62 - First 100 lineal feet Loading Docks $ 0.09 - Each additional lineal ft. Paint Spray Booth $ 41.62 $ 65.39 - First 100 lineal feet Barricades $ 17.83 - Each additional 100 lineal foot $ 35.66 - Four stories or less Fire Escapes $ 17.83 - Each additional story in height Heliport / Helistop

$832.34

Fences

$ 65.39 - First 100 lineal feet or part thereof $ 10.10 - Each additional 100 lineal feet or part thereof

Page 1 of 3

PLUMBING PERMIT FEES

PARKING LOTS, PAVED AREAS & SIDEWALKS Description

Fee $ 83.23 - First 1,000 sq. ft. or part thereof $ 2.97 - Each additional 1,000 sq. ft. or part thereof $ 41.62 - First 100 lineal ft. $ 10.10 - Each additional 100 lineal ft.

Parking Lot or Paved Areas Sidewalks Driveways Culvert Pipes (not in driveways) Curb and Gutter

Electronic Locks

Description

2021 PERMIT FEE SCHEDULE

$ 86.39

Temporary Gas Inspection

$ 80.63 $ 40.31 $ 6.91 $ 80.63 $ 86.39 $ 4.03 $ 1.73 $ 1.15 $ 30.32 $ 10.10 $ 41.62 $ 30.32 $ 10.10 $ 30.32 $ 10.10 $ 30.32 $ 10.10 $ 41.62 $ 10.10 -

Gas Permit and Inspection

$ $ $ $

Standpipe System

41.62 - First 100 lineal ft. 10.10 - Each additional 100 lineal ft. 41.62 - First 100 lineal ft. 10.10 - Each additional 100 lineal ft.

Irrigation System, per head Furnace (nonduct type) Floor Furnace (nonduct type) Infrared Heaters Yard Lights or Barbecue Grills Wall Heater Gas Steam Radiator

Up to 4 openings Ea. additional opening 1-25 hose connections Ea. additional connection 1 to 200 heads Each additional head First furnace Each additional furnace One or two Each additional First opening Each additional opening First heater Each additional heater One Each additional

Commercial Dryer

$ 41.62

$ 83.23

Commercial Oven

$ 83.23 (If performed at the same time as the building core inspection)

Plumbing Fixtures

$237.81

Tie to Curb Inlet-Storm Sewer

$ 47.56 $ 30.32 $ 10.10 $ 41.62 $ 10.10 $ 77.28

Manholes

$ 77.28 - Each

Roof Drain or Outside Downspout Connection to Drainage system

$ 30.32 - One or two $ 10.10 - Each additional

Catch Basin or Outside Area Drain

$ 30.32 - One or two $ 10.10 - Each additional

Sewer Connections

$ 47.56

Ground in Plumbing for Shell Buildings 3,000 sq. ft. or Less Floor Area

$ 41.62

$ $ $ $ $

83.23 83.23 80.63 Minimum permit fee 57.59 First 2 floors 17.28 Ea. additional floor after the first 2 floors

$ 80.63 - 0-10 devices $115.19 - 11-25 devices $172.78 - 26-200 devices $ 2.88 - Ea. additional device after the first 200

Type 1 Hood Fire Suppression Systems (FSS) $ 86.39 - Each system Fire Sprinkler System (any head or group of heads up to 25 that is regulated with a valve $ 86.39 for any portion of a building) Each Additional Head $ 4.03 Fire Sprinkler System Plan Review

Minimum Permit Fee

Manufactured Home Inspection

FIRE PROTECTION/ALARM FEES Fee

Alarms, Detectors, Central Section Security Testing

Fee

$ 41.62

OCCUPANCY INSPECTION FEES Description Fee Certificate of Occupancy or Life Safety $475.62 - First story; Inspection $118.91 - Each additional story Certificate of Occupancy or Life Safety .01, Each additional sq. ft. above 10,000 sq. ft. Inspection with a maximum of 200,000 sq. ft. Certificate of Occupancy or Life Safety $475.62 - 1-30 units; Inspection (Residential multifamily buildings, $ 11.89 - Each additional unit per contiguous project) Duplicate Life Safety Compliance Certificate $ 83.23 Certificate Name Change only $ 83.23 Change of Address Certificate for individual retail or office spaces of less than 3,000 sq. ft. in multi-tenant buildings Certificate for individual retail or office spaces of less than 3,000 sq. ft. in multi-tenant buildings Incinerator Inspection Revalidation Inspection

Description

$ 80.63 - Minimum permit fee $ 2.02 - Per head

Warm-air Circulators (nonduct)

Each Additional 1,000 sq. ft. or part thereof

$ 19.02

Disconnect and Plug Main Sewer Connection

$ 83.23

Tanks (not septic tanks) 0-1,000 gallons

$ 83.23

1,001-6,000 gallons

$101.06

6,001-15,000 gallons

$124.85

15,001-30,000 gallons

$178.35

Over 30,000 gallons

$202.14

Medical Gas

One to three Each additional One to three Each additional

$ 35.75 - First 10 openings $ 5.97 - Each additional

Page 2 of 3

ELECTRICAL PERMIT FEES

Description Minimum Permit Fee Meter Loop and Service Up to and including 50kW MLS 51kW – 250kW MLS Over 250kW Panels with eight or more circuits, each Outlets, each Fixtures, each Range Receptacle Clothes Dryer Stove Top Oven Garbage Disposal Dishwasher Window Air Conditioner Receptacle Motors Up to and including 1 HP Motors 1 HP through 10 HP Motors over 10 HP Over 10 HP (each additional HP over 10) Heaters/Generators Up to and including 1 kW Heater/ Generators 1 – 10 kW Heaters/Generators over 10 kW Total kW over 10 kW (each additional kW over 10 kW) Transformers Up to and including 1KVA Transformers 1 through 10 KVA Transformers over 10 KVA Total KVA over 10 KVA (each additional KVA over 10 KVA) Shop Inspection of Incandescent Electrical Signs and Gas or Vacuum Tube Signs, 0-5 kVA Each additional kVA or fraction thereof exceeding 5 kVA Installation Inspection of Incandescent Electrical Signs and Gas or Vacuum Tube Signs, 0-5 kVA Each additional kVA or fraction thereof exceeding 5 kVA Streamers and Festoon Lighting per Circuit, each Ball Park and Parking Lot Light Pole (first pole) Each additional pole Temporary Saw Poles Temporary Cut-In Made Permanent Temp. Installations (Saws, Spray Machines, etc.) Temp. Sound Equipment Temp. Lighting Installations

Fee $ 80.63 $ 83.23 $ 89.18 $ 95.12 $ 8.32 $ 1.19 $ 1.19 $ 4.16 $ 4.16 $ 4.16 $ 4.16 $ 4.16 $ 4.16 $ 4.16 $ 3.56 $ 10.10 $ 7.13 $ 1.60 $ 3.56 $ 10.10 $ 7.13 $ 1.60 $ 3.56 $ 10.10 $ 7.13 $ 1.60

$ $ $ $ $ $ $ $ $

9.50 10.10 83.23 41.62 83.23 83.23 30.32 35.66 30.32

Reconnection Electrical Vehicle Charging Outlet, Level 1 Electrical Vehicle Charging Outlet, Level 2 Electrical Vehicle Charging Outlet, Level 3 NOTE: Plans required for Level 3

$ $ $ $

83.23 83.23 89.18 95.12

2021 PERMIT FEE SCHEDULE

$ 41.62 $

9.50

$ 41.62

HVAC PERMIT FEES Description Fee Minimum Permit Fee $ 80.63 Ventilating Systems or Heat Only Systems 2.0 percent of valuation, plus $ 41.62 (other than Boilers) 2.0 percent of valuation, plus $ 41.62 Repairs or Alterations to existing HVAC or Except: Ducts and grilles in a lease space, Refrigeration Systems where total valuation is less than $500.00: $41.62 for each lease space. Air-handling and Duct Systems for Airconditioning in Buildings that have Heating or $ 5.34 per ton, plus $ 41.62 Cooling Fluid from an External Source Air-conditioning Cooling Equipment located in $ 5.34 per ton, plus $ 41.62 a Building other than the one being Cooled A Complete Air-conditioning System where the Cooling Equipment, the Air-handling Equipment $ 10.10 per ton, plus $ 41.62 and Duct System are in the same Building. Commercial, Manufacturing and Industrial $ 10.10 per ton, plus $ 41.62 Process Refrigeration Systems Temporary Operation Inspection Local Vent Self-contained Air Conditioning Units Boiler Installation based on Btu Input and/or HP Boiler Repair Permit Manufactured Home Inspections Certificate of Approval Annual Boiler Fee

$ 41.62 $ 83.23 $ 10.10 per ton, plus $ 41.62 $ 41.62 plus,$ 4.75 per BHP or part thereof 2.0 percent of valuation, plus $ 41.62 $ 83.23 $ 23.77 $ 59.45

ELEVATOR PERMIT FEES Description Minimum Permit Fee Installation of Elevator, Escalator, Manlift, Moving Walk, Inclined Stairway, Chairlift, Personnel Hoist or Wheelchair Lift Permit Base Charge for up to $40,000 in value, each (not in private residence) Installation of Elevator, Escalator, Manlift, Moving Walk, Inclined Stairway, Chairlift, Personnel Hoist or Wheelchair Lift Permit Base Charge for up to $40,000 in value Base Fee plus Fee for each additional $1,000 valuation or fraction thereof over $40K $40,000 (not in private residence)

Fee $ 80.63

Personnel Hoist Manufacturing Design (not in private residence)

$ 594.53

Installation in private residence of Elevator, Escalator, Manlift, Moving Walk, Inclined Stairway, Chairlift, Personnel Hoist or Wheelchair Lift Permit Base Charge for up to $10,000 of valuation, each

$ 30.32

Installations in private residence of Elevator, Escalator, Manlift, Moving Walk, Inclined Stairway, Chairlift, Personnel Hoist or Wheelchair Lift Permit Base Charge for up to $10,000 in value plus Fee for each additional $1,000 in valuation or fraction thereof over the first $10,000

HABITABILITY INSPECTION FEES Description Multi-Family Rental Building (MFRB) Inspection First 25 Units Per Unit Thereafter

$ 83.23

2.37

Fee $ 118.91 $ 4.75

Page 3 of 3

Multifamily Finance Division staff will place scanned copies of scoring notices behind this tab in the application .pdf

Multifamily Finance Division staff will place documents related to Requests for Administrative Deficiencies behind this tab in the application .pdf

Real Estate Analysis Division staff will place scanned copies of RFI documents behind this tab in the application .pdf

From: To: Cc: Subject: Date: Importance:

Laura Rogers "mark musemeche" Ofelia Elizondo; Jeanna Adams; Tom Cavanagh 21020 Huntington at Bay Area Deficiency Notice - TIME SENSITIVE - Reply immediately to acknowledge receipt. Thursday, June 24, 2021 9:41:00 AM High

Hello Mark, Thank you for visiting with me on the phone about your application. This email contains a formal notice (technically defined as an Administrative Deficiency according to the rules) of the items we discussed and the back-up documentation you will be providing. Please provide your response in a separate document with the numbered questions included on the document. If we need to discuss anything further, don’t hesitate to email or call. In the course of the Department’s Underwriting review of the above referenced application, an Administrative Deficiency as defined in §11.1(d)(2) and described in §11.201(7)(C) of the 2021 QAP has been identified. By this notice, the Department is requesting documentation to correct the following deficiency or deficiencies. Any issue initially identified as an Administrative Deficiency may ultimately be determined to be beyond the scope of an Administrative Deficiency process. Applications with Material Deficiencies may be subject to termination; the distinction between material and non-material missing information are reserved for the Director of Multifamily Finance, Executive Director, and Board.

**Per §11.201(7)(A) of the Uniform Multifamily Rules, revised exhibits not specifically requested by the Underwriter WILL NOT be accepted.** 1. Please provide a copy of your Management Agreement or a letter from the Management Company verifying the projected fee of 3.52%. 2. Please provide an insurance quote verifying the insurance expense. 3. Please provide support for the water, sewer, and trash expense.

The issuing staff member must be notified by email when the submission is made. If you have questions regarding the Serv-U HTTPs submission process, contact Liz Cline at liz.cline@tdhca.state.tx.us or by phone at (512)475-3227. You may also contact Jason Burr at jason.burr@tdhca.state.tx.us or by phone at (512)475-3986.

The above list may not include all Administrative Deficiencies such as those that may be identified upon a supervisory review of the application. Notice of additional Deficiencies may appear under separate cover. Deficiencies must be resolved to the satisfaction of the Department by 5:00 p.m. on the fifth business day following the date of the deficiency notice. Applications with unresolved

Administrative Deficiencies after 5:00 p.m. on the fifth business day following the date of the deficiency notice will be suspended from further processing. Applications with unresolved deficiencies after 5:00 p.m. on the fifth business day following the date of the suspension will be terminated. The Applicant will be provided with notice regarding staff action to suspend or terminate the Application. If the Application is terminated, Applicants should review §11.201(7)(C) of the QAP as it relates to next steps should the Applicant still desire to move forward. If the Application is layered with Direct Loan, Applicants are encouraged to refer to §11.201(7)(D) of the QAP for guidance on how applications with outstanding deficiencies will be handled if the funding source becomes oversubscribed during the period of time when it is suspended from processing.

**All deficiencies must be corrected or clarified by 5 pm on July 1, 2021. Please respond to this email as confirmation of receipt**

Laura Rogers

Real Estate Analysis Division Texas Department of Housing and Community Affairs 221 E. 11th Street | Austin, TX 78701 NOTICE: If there is a request for any information or documentation in this email from an Applicant, it is an Administrative Deficiency as defined in §11.1(d)(2) and will be treated in accordance with §11.201(7) of the Qualified Allocation Plan. The information requested is due five (5) days after the date of this email. If you are unable to respond timely, refer to §11.201(7).”

REA 6/28/21 5:29 pm LR

Department staff will place scanned copies of appeal documents behind this tab in the application .pdf

Multifamily Finance Division staff will place scanned copies of public comment received behind this tab in the application .pdf

Multifamily Finance Division staff will place scanned copies of Commitment or Determination Notice documents behind this tab in the application .pdf

Multifamily Finance Division staff will place scanned copies of Direct Loan Program Award Letters behind this tab in the application .pdf

Multifamily Finance Division staff will place scanned copies of Carryover Allocation Agreement documents behind this tab in the application .pdf