Housing Project Manager Forms & Documents

  • Permanent Supportive Housing (PSH) Procedure
    • A manual to explain how the project will work from the first initial lease-up
  • Project Timeline
    • A general timeline for milestones and action items to track the progress of the project meeting to all units filled and paid for (leased-up).
  • Project Information Form (formerly known as the Eligibility checklist)
    • A form that informs Sacramento Steps Forward (SSF) and SHRA of the project
  • Selection Criteria—Unit Leasing Matrix
    • Using the Eligibility Requirement Checklist, developers and/or Project Management will use this matrix to track referrals and leased-up clients
  • HMIS Developer Checklist
  • Document Readiness
    • A guide for all the documents that will be needed at each stage
      • Referral Stage—The “Basic” to create referrals in HMIS
      • Housing Eligibility Documents that are required to process applications from SHRA and the Property Management
  • SHRA PBV Referral Application
    • A general application that Developers and Property Management should review to compare needed information
  • Eligibility Requirements
    • Explanations from SHRA on HUD eligibility requirements for applicants.
  • Property Management One Pager Example
    • An example from John Stewart Company for the SHRA application to create further documents
  • Client What to Expect Template
    • A list of helpful information for providers and clients that is created by Property Management
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