Common Intake Form

Common Intake Form

A centralized portal for rental and for-sale housing developer incentives in Atlanta
Need Help or Have Questions about this form? Email developerportal@atlantaga.gov
Welcome to the Common Intake Form, a centralized entry point for accessing rental and for-sale housing developer incentives from the Atlanta Beltline, Inc., Atlanta Housing, Atlanta Urban Development Corp., City of Atlanta Department of Grants and Community Development, the Community Foundation of Greater Atlanta, HouseATL Funders Collective, and Invest Atlanta (“the Participating Agencies”). This platform is a resource for developers to locate sources of capital and funding programs provided by participating funding agencies. A minimum of eight affordable multi-family rental units or five affordable homeownership units must be included in the application.

APPLY: The following centralized intake form is the first step to applying for financing with each of the participating partners. The form will direct you to indicate which agencies and funding resources you are interested in applying to and will ask for basic details regarding your development.

REVIEW: After you have submitted the intake form, your application will be forwarded to the appropriate participating agency or agencies for a preliminary review to ensure that it meets the necessary requirements for funding.

CONNECT: Upon submission of your intake form, you will receive a list of agency contacts in case you have questions. Upon agency review, a representative from the appropriate agency will contact you directly and provide information regarding next steps to apply.

DEVELOPER GUIDELINES:
- Developer must have experience commensurate with scope and size of the project.
- Developer must have success in leveraging additional funds.
- All affordable and workforce units must be comparable in size and quality to market rate units within the same development. Affordability must be disbursed across unit types and floors.
- Developer must have financial capacity.
- Developer must have a successful track record of property management and marketing.
- Development must meet sustainability requirements.
PROJECT PREFERENCES:
- Transit-oriented development;
- A minimum of eight affordable multi-family rental units, or five affordable for-sale units must be included in the application;
- Preservation of existing affordable housing units or naturally occurring affordable units;
- Projects providing supportive services for residents, such as services targeting seniors and youth;
- Projects that do not require project-based subsidies (project-based vouchers may be available on a case-by-case basis);
- Projects are anticipated to close within 12 – 18 months.

Learn more about Atlanta Beltline Resources
Beltline Predevelopment Fund
- Development Type: New Construction, renovation, rehabilitation
- Financing Type: Loan
- Award Amount: Up to $250,000
- Loan Term: 24 months
- Click to learn more: Atlanta Beltline Guidelines
Beltline Affordable Housing Trust Fund
- Development Type: New Construction
- Financing Type: Subordinate, soft debt enforced by a Land Use Restriction Agreement
- Award Amount: Up to $2,000,000. The total amount of the grant dollars may not exceed 30% of the total development costs with a cap of $2 million per multifamily development
- Loan Term: Varies
- Click to learn more: Beltline Affordable Housing Trust Fund
Beltline TAD Increment Capital
- Development Type: New Construction
- Financing Type: Grant
- Award Amount: Up to $2,000,000, or $3,000,000 for mixed use developments
- Loan Term: Varies
- Click to learn more: Atlanta Beltline Guidelines

Learn more about Atlanta Housing Resources
Atlanta Housing Requirements
- Affordability Requirements: Units must be created at 80% AMI or below, with preference for acquisition going to project targeting families at or below 30% AMI. Affordability restrictions of 30 years, or coterminous with AH investment (whichever is longer)
- Geographic Restrictions: Projects must be located within the City of Atlanta. Preferences for acquisition include projects in areas defined in location priorities, below, of low poverty and amenities of opportunity
- Click to learn more: the Co-Investment Fund
Co-Investment Fund Acquisition & Ground Lease
- Development Type: Acquisition
- Financing Type: Loan or ground lease
- Award Amount: Varies
- Loan Term: Varies
Co-Investment Fund Construction Loan
- Development Type: New construction or rehab of existing housing
- Financing Type: Loan
- Award Amount: Minimum loan limits of $250,000, cannot exceed $60,000/affordable unit.
- Loan Term: Up to 36 months
Co-Investment Fund Permanent Loan
- Development Type: New construction or rehab of existing housing
- Financing Type: Loan
- Award Amount: Minimum loan limits of $250,000, cannot exceed $60,000 per affordable unit.
- Loan Term: 30-year amortizations

Learn more about AUD
- Affordability Requirements:Property must achieve AUD’s minimum unit set-asides for very low-, low- and moderate-income units. Only very low-, low- and moderate-income units (all units renting below 140% AMI) are eligible for a property tax exemption. Any units not income-restricted below 140% AMI will not be eligible for tax exemption.
  
  Minimum affordability requirements: 20% of units at or below 50% AMI; 10% of units at or below 80% AMI
  
  Applicants must meet the City of Atlanta’s Source of Income protection requirements and accept Tenant-Based Vouchers. For additional information about affordability and PEA duration requirements, see the full PEA Program Overview document.
- NOTE: If you are interested in applying to AUD, please check that you are interested in this funding.
- Overview: AUD is working to establish its programs, policies, and guidance for working with developers and investors and will reach out to interested parties as they are finalized. AUD also publishes requests for qualifications (RFQ) seeking developer partners to collaborate on publicly owned redevelopment projects. RFQs can be accessed on AUD’s website.
- Click to learn more: Atlanta Urban Development Corp.
Financing
- Using the City's Housing Production Fund dollars, AUD may offer mezzanine financing for development projects
Public Land Development
- AUD issues requests for qualifications (RFQs) seeking developer partners to collaborate on mixed-income residential and mixed-use redevelopment projects on publicly owned land.
Private Enterprise Agreement
- Grants property tax exemption on qualifying development projects and existing multifamily communities meeting certain affordability requirements through a long-term ground lease agreement with AUD.

Learn more about City of Atlanta Department of Grants and Community Development Resources
City of Atlanta Department of Grants & Community Development
- NOTE: If you are interested in applying for CDBG funds, the official NOFO is released only once annually. By selecting one of these options: you will receive additional information regarding the future steps needed to apply.
- Click to learn more: The City of Atlanta Department of Grants & Community Development
Home Investment Partnership Program (HOME)
- Development Type: New Construction or Acquisition and Rehabilitation
- Financing Type: Loan
- Award Amount: Varies
- Loan Term: 5-20 years
- Overview: HOME funding is used as a production tool to address affordable housing for low-income households
Community Development Block Grant (CDBG)
- Development Type: Acquisition and Rehabilitation
- Financing Type: Grant
- Award Amount: Varies
- Overview: CDBG Funding is designated to address a variety of housing and community development needs including neighborhood stabilization, code enforcement, public infrastructure improvements, and economic development

Learn more about the Community Foundation for Greater Atlanta Resources
GoATL Affordable Housing Fund
- Development Type: New Construction, Acquisition/Rehab, Renovation, Adaptive Reuse
- Financing Type: First mortgages, subordinate mortgages, mezzanine loans and (preferred) equity investments
- Award Amount: Generally $30,000–$40,000 per affordable unit with a sliding scale by level of affordability. $1M minimum loan amount.
- Loan Term: 10 - 15 years
- Click to learn more: Affordable Housing Funds
TogetherATL Affordable Housing Fund
- Development Type: New Construction, Acquisition/Rehab, Renovation, Adaptive Reuse
- Financing Type: Grant or conditional loan
- Award Amount: $30,000–$50,000 loan per affordable home or no more than 25% of overall project cost. Higher levels of funding are reserved for lowest levels of affordability
- Loan Term: Varies
- Click to learn more: Affordable Housing Funds

Learn more about the HouseATL Funders Collective Resources
Funders Collective Pipeline Review Committee
- Overview: The HouseATL Pipeline Review Committee is a subset of the Funders’ Collective that meets regularly and reviews affordable housing development deals that have funding gaps to consider investments. The funders who participate consider making, and coordinating, investments from their own resources.
- Geographic Restrictions: Five core county Atlanta area (Cobb, Fulton, Clayton, DeKalb, Gwinnett). If you are interested in applying for a project in this area beyond the City of Atlanta, please visit the HouseATL Funders Collective webpage in the link below.
- Click to learn more: Funders Collective Pipeline Review

Learn more about Invest Atlanta Resources
Tax Exempt Bond Financing (4% LIHTC)
- Development Type: New Construction or Acquisition and Rehabilitation
- Financing Type: Bond financing
- Award Amount: There is no maximum amount of bonds that can be allocated to a single development, minimum of $5MM in Total Development Costs
- Loan Term: 15 years
- Click to learn more: Residential Housing Incentives
Housing Opportunity Bond - Small Multifamily
- Development Type: New Construction or Acquisition and Rehabilitation < 85 units (HOUSING PRESERVATION PREFERRED)
- Financing Type: Loan
- Award Amount: Loan cannot exceed
- Click to learn more: Residential Housing Incentives
Tax Allocation District Financing
- Development Type: New Construction, Renovation, Rehabilitation
- Financing Type: Loan
- Award Amount: Varies
- Click to learn more: Tax Allocation Districts
Vine City Housing Trust Fund
- Development Type: Acquisition, construction, or renovation of multifamily and single-family housing
- Financing Type: Varies
- Award Amount: Funds cannot exceed 50% of the capital stack or $1.5 million
- Loan Term: Varies
- Click to learn more: Residential Housing Incentives

Before you get started, please confirm you meet the eligibility and can check all of the following requirements.*

Your proposed project includes 5+ for-sale or 8+ rental unitsIs your projected located within the City of Atlanta boundaries;The proposed project includes units for households earning up to 80% AMI;You have no conflicts of interest between the Parties, and between the participating agencies and any of the parties;There is no HUD debarment of any party; no party is indebted to Atlanta Housing or Invest Atlanta
Need Help or Have Questions about this form? Email developerportal@atlantaga.gov

The process of applying for investment from Atlanta Housing, Atlanta Beltline, Inc., Atlanta Urban Development Corp., the City of Atlanta Department of Grants and Community Development, Funders Collective, or Invest Atlanta (“the Participating Agencies”) begins with your submission of this pre-application. This non-binding submission allows the respective agencies to provide an initial review of the project to ensure it meets all mandatory and minimum threshold criteria to advance to an application and underwriting.

Upon submission, the agencies will review your pre-application for eligibility based on the minimum requirements cited in the pre-application form. Once we establish eligibility, we will forward your application to the appropriate agency contacts for review, and someone from the agency will contact you to set up a meeting to discuss the project further.

If your application is accepted, the agency you met with will invite you to apply for funding. The participating agencies only invest in projects within the City of Atlanta, and approval is contingent upon funding availability.
Need Help or Have Questions about this form? Email developerportal@atlantaga.gov

Primary Contact Name*

First NameLast Name
Title*
Phone Number*
Please enter a valid phone number.
Email*
example@example.com
Company Name*
Ownership Entity or Grantee Name*
Company Status*
Small, Minority and Women’s Business Enterprise

Minority Business EnterpriseNative American BusinessSmall BusinessWomen-Owned BusinessVeteran-owned small businessService-disabled veteran-owned small businessSBA certified small, disadvantaged businessSBA certified 8(a) firmNone of the above
Development Team Information*
Please list the development team, the team’s structure, and each member’s experience in affordable housing development, in Atlanta, and working together as a team.
Need Help or Have Questions about this form? Email developerportal@atlantaga.gov

Development Address*

Street Address

Street Address Line 2

CityState

Zip Code
Parcel IDs: Please list all the City of Atlanta parcel ID numbers associated with your project property.
You may verify if the project is located within the City of Atlanta, within a Tax Allocation District, and NPU and City Council District information here: HERE

This information can be found on the right side of the screen, after you enter your address.
Is your project in a TAD?

YesNo
What is the name of the TAD?
In which Neighborhood Planning Unit is your project located?
In which City Council District is your project located?
Need Help or Have Questions about this form? Email developerportal@atlantaga.gov

For each type of funding support requested, please describe the support requested, including amount(s), terms, and proposed structure (including repayments), and role for funding agency. Please include any urgent or notable deadlines or next steps.*
Has your project been awarded any federal, state, or local funding?*

YesNo
If so, explain.
What is your current funding gap?*
Total Amount of Request*
Need Help or Have Questions about this form? Email developerportal@atlantaga.gov

Atlanta Housing has statutory and regulatory requirements and obligations to HUD. To determine eligibility in advance of submitting a full application, please confirm the following requirements and guidelines below. A Minimum Threshold Report is required as an attachment (below) to assist in verifying some of these details.
I. Mandatory Requirements Please confirm the project meets these mandatory requirements: Checkbox by each:*
AND One of the following, if applying for Atlanta Housing Funds:*
II. Atlanta Housing Preferences Please check all that apply to the proposed development or development team: *
Expected Due Date if Phase 1 Environmental Site Assessment has begun.

MonthDayYear
To access Atlanta Housing investment, applicants must submit the following additional documents:
1. Most recent financial statements, and or audits, whichever is available;
2. “Respondent Disclosure Certification,” below, signed and notarized;
3. “Clean Hands Certification,” below, signed and notarized;
4. “Contractor Affidavit” below, signed and notarized;
5. A Minimum Threshold Criteria Report, which can be accessed here: https://atlantahousing.policymap.com/newmaps#/
1. Click “Reports” in the top right hand corner
2. Click “Specify A Radius Around A Point”
3. Enter the Project Address, enter “1” mile, and click “Continue”
4. Enter the Project Name and “Save Custom Region”
5. Click “Get Report,” and once the report is rendered (it may take a few minutes), click “Download Report” to save, and include as an attachment
Required Documentation
Attach required documentation here:*
Need Help or Have Questions about this form? Email developerportal@atlantaga.gov

Submission of an application for an investment opportunity to the Common Application portal does not entitle any party to receive an award of assistance or investment, nor does it create a contractual obligation for Atlanta Housing, Atlanta Beltline, Inc., Atlanta Urban Development Corp., the City of Atlanta Department of Grants and Community Development, Funders Collective, or Invest Atlanta (“the Participating Agencies”). Developers submit information at their sole cost and expense, and the participating agencies are not required to reimburse an applicant for any expenditures, nor is it required to return any materials submitted for review.

The laws of the State of Georgia, including the Georgia Open Records Act, as provided in O.C.G.A §50-18-70, et seq., require certain public records to be made available for public inspection. Even though the Respondent may mark information (financial or other information) submitted for consideration as “confidential,” “proprietary,” etc., the participating agencies will make their determination regarding what information is subject to disclosure. The Respondent should indicate if any information contained in the Response is proprietary. However, a general indication that the entire content or a substantial portion of the submitted Proposal is proprietary will not be honored.

By signing below, I agree and understand that the information provided is accurate and truthful; the information submitted and contained herein may be subject to the Georgia Open Records Act (O.C.G.A. 50-18-70 et. seq.); and that this is not a funding application but instead, a request to be considered as an applicant for funding from the participating agencies.
Signature*

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Is this intake form complete?*

Yes, I have completed all information to my knowledge.No, I need to save and edit later (By selecting this option, you will have an edit link emailed to you once you submit the form).
Need Help or Have Questions about this form? Email developerportal@atlantaga.gov
Should be Empty:

	Number of Units	Number of PSH Units
30% AMI
40% AMI
50% AMI
60% AMI
80% AMI
100% AMI
120% AMI
Market/Unrestricted
TOTAL