• J. F. Jeter Realty

  • Real Estate Advisory, Asset Management and Housing Solutions Program Intake Form

    PHASE I: CONSULTATION (Intake & Strategy Baseline) // PHASE II: ANALYSIS (Feasibility Audit & Mater Study) // PHASE III: SOLUTIONS (Custom Contracts & Compliance).

  • 1. AGENCY & GRANT PROFILE

  • Format: (000) 000-0000.
  • HUD GRANT FUNDING STREAMS SUPPORTING HOUSING (CHECK ALL THAT APPLY)*

  • 2. SCOPE SELECTION & UNIT PRICING TIER

    Under 2 CFR Part 200 and 24 CFR Part 578 (Housing Acquisition and Master Leasing Advisory Engagement and Development).

  • Scalable Unit Capacity and Flexible Invoicing

    A. Scalable Capacity. Our Master Lease Agreement authorizes a flexible operating capacity of up to twenty or more (20+) units. Execution of the Master Agreement establishes the master framework, permitting the Agency to scale unit utilization anywhere from one (1) to twenty or more (20+) units without requiring formal contract revisions, amendments, or re-execution.

    B. Variable Invoicing. Invoices shall strictly reflect the active, nits utilized by the Agency during each billing period. Unit expansions or contractions within the authorized threshold (e.g., scaling from 1 to 3 units) shall be executed via a standard Unit Schedule already executed within the Master Agreement, and invoice totals will adjust automatically on the subsequent billing cycle.

    C. Because we use fixed, long-term Master Agreements we encourage agencies to think of their long-term needs. Oftentimes, if there is a need for 1-5 units we suggest a Master Agreement that reflects 1-15 units.

  • PACKAGE TIER / SCOPE AND DELIVERABLES INCLUDED / FLAT RATE*

  • 3. TARGET DEMOGRAPHICS & BARRIER TOLERANCE (PHSE 1 FOCUS)

  • TARGET POPULATION SERVED:*
  • BARRIERS TOLERANCE MATRIX (SPECIFY AGENCY SCREENING FLEXIBILITY):*

  • 4. MARKET ANALYSIS & PIPELINE PARAMETERS (PHASE 2 FOCUS)

  • HOUSING STRUCTURE PREFERENCE:*
  • Accessibility and Specialized Accommodations: ARCHITECTURAL & ENTRY ACCESS
  • SPECIALIZED MOBILITY & TRANSFER EQUIPMENT
  • MEDICAL FURNISHINGS & ADAPTIVE BEDDING
  • SENSORY & ENVIRONMENTAL MODIFICATIONS
  • APPLICABLE RENT STANDARD BASELINE:*
  • AVAILABLE UPFRONT MOVE-IN FUNDS (PER UNIT):*
  • Are you interested in Community-Based Housing Support?

  • 5. REGULATORY COMPLIANCE FRAMEWORK AND CODE SELECTION

    Select all applicable Code of Federal Regulations (CFR), State Statutes, and Local Ordinances required for incorporation into the Master Lease Agreement. Use the blank reference area below to specify custom or unlisted regulatory mandates for legal review and incorporation.
  • FEDERAL REGULATIONS (CFR & HUD DIRECTIVES)*
  • STATE & LOCAL HOUSING MANDATES*

  • 6. MASTER AGREEMENT TERMS & OPERATIONAL PARAMETERS (PHASE 3 FOCUS)

  • DESIRED MASTER LEASE TERM*
  • SUBLEASE & PARTICIPANT OCCUPANCY MODEL:*

  • 7. Additional Wraparound Services

    We can provide directly or seamlessly collaborate with external case management teams on wraparound support:
  • Tenancy Sustaining Services*
  • Property Management Support*
  • Crisis Intervention Coordination*
  • Do you have a certified community behavioral health clinic ? (Federally required to provide 24/7 mobile Behavioral Health crisis response, walk-in stabilization, and Clinics (CCBHCs) addiction treatment regardless of payment*
  • Do you have a crisis team ? (Dispatched via local crisis lines or 988 to (MCTs) de-escalate psychiatric emergencies on-site without involving police*
  • Do you have a assertive community treatment team ? (Provides wrap-around psychiatric, nursing, and Treatment (ACT) Teams substance abuse specialists directly in the tenant's home for high-needs residents)*
  • Move-in Logistics*
  • Educational Services and Job Placement (24 CFR § 578.53)*

  • 8. INTAKE AUTHORIZATION & ENGAGEMENT EXECUTION

    By signing below, the Agency selects the designated advisory tier and requests J. F. Jeter Realty, Inc. to execute the 3-Phase Housing Acquisition &Master Leasing Advisory Engagement incorporating the compliance codes designated above. 
  • DATE*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Should be Empty: