Exhibit E - City Preference Forms

Bay 37

Alta Star Harbor

Launch

Homebuyer Program Documents

Bay 37

Restriction Agreement (59-Year Term)

Program Promissory Note

Program Deed of Trust

Inclusionary Housing Homeownership Guidelines Dec 2024 (Buyer)

Rental Program

Rental Guidelines Updated 12.2024

Exhibit E - City Preference Form for Buyers and Rentals

Homebuyer Program Documents

• Home Buyer Guidelines

Inclusionary Program (Buyers) - 203 Sunkist Resale

• Restriction Agreement (45-Year Term)

• Program Promissory Note

• Program Deed of Trust

Density Bonus Program Equity Share (Buyers) - Union Villas

• Resale and Refinancing Restriction Agreement with Equity Sharing and Option to Purchase

• Equity Share Promissory Note

• Equity Share Deed of Trust

CalHOME Down Payment Assistance (County of Santa Clara)

Promissory Note

Deed of Trust

Measure A Funds Down Payment Assistance (County of Santa Clara)

Promissory Note

Deed of Trust

Rental Program Documents

Rental Application Guide

Exhibit E - City Preference Forms

None at this time

Homebuyer Program Documents

Oak Grove

Restriction Agreement 11.2024

Program Deed of Trust 11.2024

Program Promissory Note 11.2024

Buyer Guidelines

Seagrass

Restriction Agreement

Program Deed of Trust

Program Promissory Note

Buyer Guidelines

Exhibit E - City Preference Forms

Coming Soon!

Rental Program

Guidelines

Exhibit E - City Preference Forms

Bayswater Apartments

Exhibit E - City Preference Forms

• Home Buyers

Homebuyer Program Documents

Village Green Cottages

• Senior 62+ Home Buyer Application Guidelines

• Equity Share and Resale Restriction Agreement

• Program Note

• Program Deed of Trust

Alexander Place

• Restriction Agreement

• Buyer Guidelines

CalHOME Down Payment Assistance (County of Santa Clara)

• Promissory Note

• Deed of Trust

BEGIN Down Payment Assistance (City of Gilroy)

• Begin Guideline Summary (BMR Program)

• Promissory Note

• Deed of Trust

SOMI:
Exhibit E
Deed of Trust
Promissory Note
Resale Agreement

Application Guide
Program Guidelines

FUSION:
Exhibit E
Deed of Trust
Promissory Note
Resale Agreement
Subordination Agreement

Exhibit E - City Preference Forms

Homebuyer Program

Owl Ranch - Exhibit E - City Preferences

Owl Ranch

• Restriction Agreement (55-Year Term)

• Program Promissory Note

• Program Deed of Trust

• Buyer Guidelines

Rental Program

Coming soon!

Rental Guidelines

Exhibit E - City Preference Forms

None Currently

Homebuyer Program Documents

Brighton

Restriction Agreement (Term: 30-Years)

Program Promissory Note

Program Deed of Trust

Buyer Guidelines

Exhibit E - City Preference Forms

None at this time

Homebuyer Program Documents

The Brant

Restriction Agreement (45- Year Term)

Program Deed of Trust

Buyer Guidelines - Coming Soon!

Exhibit E - Preferences

Buyers

Homebuyer Program Documents

Resale Homes

Restriction Agreement (Term: In Perpetuity)

Program Deed of Trust

Town’s Guidelines

Buyers and Rentals

CalHOME Down Payment Assistance (County of Santa Clara)

Promissory Note

Deed of Trust

Measure A Funds Down Payment Assistance (County of Santa Clara)

Promissory Note

Deed of Trust

Coming Soon

City of Menlo Park Preferences

• Homebuyer Guidelines 6.27.2024

• Exhibit E – City of Milpitas Preference Criteria Form (Buyers)

Program Documents

Lumen

• Restriction Agreement

• City Deed of Trust

Resales - Program Docs coming soon!

• Restriction Agreement

• City Deed of Trust

CalHOME Down Payment Assistance for Low Income (County of Santa Clara)

Promissory Note

Deed of Trust

Measure A Funds Down Payment Assistance for Low Income (County of Santa Clara)

Promissory Note

Deed of Trust

Exhibit E - City Preference Forms

• Buyers and Renters

Homebuyer Program Documents

• Restriction Agreement - New Construction (45-Year Term)

• Program Promissory Note

• Program Deed of Trust

• Buyer Guidelines

Begin Down Payment Assistance

• Promissory Note

• Deed of Trust

CalHOME Down Payment Assistance (County of Santa Clara)

• Promissory Note

• Deed of Trust

Measure A Funds Down Payment Assistance (County of Santa Clara)

• Promissory Note

• Deed of Trust

Rental Program Documents

• Rental Application Guide

Current BMR Homeowners

• Homeowner Participant Guide

Exhibit E- City Preference Forms

Rentals - All Developments UPDATED

ANNEXO E - VERSION ESPAÑOL

City's Guidelines

Rose Lane

• Exhibit E - City Preference Form (Extended Deadline to 12/9/2024, 5pm)

Homebuyer Program Documents

Rose Lane (Drafts, may be updated)

• Restriction Agreement

• Program Deed of Trust

• Program Promissory Note (updated 1.27.2025)

• Buyer Guidelines - 11.1.2024

CalHOME Down Payment Assistance (County of Santa Clara)

• Promissory Note

• Deed of Trust

Measure A Funds Down Payment Assistance (County of Santa Clara)

• Promissory Note

• Deed of Trust

Exhibit E- City Preference Forms

• Exhibit E - City Preferences - The Creamery Lofts

• Updated Exhibit E - City Preferences for both Buyers and Rentals

Older Exhibit E Forms

• 3229 Broad Street Form

• The Summit Apartments Form

• Vintage at SLO Form

• Avila Ranch Form

• San Luis Ranch

Homebuyer Program Documents

Buyer Guidelines

The 9 at Righetti

• Equity Share Restriction Agreement

• Program Promissory Note

• Program Deed of Trust

• Equity Share Disclosure

Resale at Terra Vista - 1075 Ella Street

• Purchase Money DOT, Covenants, Assignment of Rents, Security Agreement and Fixture Filing

• Occupancy, Resale, And Refinancing Restriction Agreement, With Option to Purchase and Promissory Note Secured By DOT

• Notice of Default

Victoria Crossings

• Purchase Money DOT, Covenants, Assignment of Rents, Security Agreement and Fixture Filing

• Occupancy, Resale, And Refinancing Restriction Agreement, With Option to Purchase and Promissory Note Secured By DOT

Rental Program Documents

• Rental Application Guide

Exhibit E - City Preference Forms

Buyers - All Developments

Homebuyer Program Documents

Villa Bella

Restriction Agreement (20-Year Term)

Program Promissory Note

Buyer Guidelines

CalHOME Down Payment Assistance (County of Santa Clara)

Promissory Note

Deed of Trust

Measure A Funds Down Payment Assistance (County of Santa Clara)

Promissory Note

Deed of Trust

Exhibit E - City Preference Forms

• City Village

Homebuyer Program Documents

City Village

• Restriction Agreement (30-Year Term)

• Program Deed of Trust

• Notice of Affordability

• Buyer Guidelines

Exhibit E - City Preference Forms

Acorn Commons

The Encore

Homebuyer Program Documents

The Encore

Restriction Agreement (Term: 45-years)

Assumption Agreement

Buyer Guidelines

Acorn Commons

Restriction Agreement

Assumption Agreement

Exhibit E - City Preference Forms

In construction

Homebuyer Program Documents

1041 Spaulding - Resale

Restriction Agreement (30-Year Term)

Program Promissory Note

Program Deed of Trust

Buyer Guidelines

Rental Program Documents

Guidelines (Rental)