9. Section 2 Initial Project Application Narrative Template
State Historic Rehabilitation Tax Credit procedures (14 CCR § 4859 series, rulemaking text) · 2026 edition · updated 2026-07-29 · California
The Project Application Narrative Template is a part of the Initial Application form and must be filled out when applying for tax credit. A discussion identifying features is in Appendix C of the Instructions.
On the form, provide:
The Historic property name and address.
The form is a column of “blocks” numbered sequentially. Each block has a field to name a
6 of 20
v. 5/24
feature of the building and the date of that feature. For example, if the feature was built with the certified structure constructed in 1910, then the feature dates to 1910. If a feature was added later as part of a remodel, provide the approximate year the feature was added. In the field provided, describe the feature, the material of the feature, and the condition of the feature (good, fair, poor).
When describing features of a room, include the floor, wall, and ceiling material and elements such as chair rails or cove molding. Include lighting fixture and whether they have been replaced, and mechanical features such as radiators or floor and wall grilles. Describe the window and door trim.
In the field provided below the feature description, describe any cleaning, repair or replacement of the feature as part of the proposed project. If no work to the feature is proposed, then state that no work is proposed.
Get a plain-English answer with a citation back to this text.
Ask AI about this code▸ Contents — State Historic Rehabilitation Tax Credit procedures (14 CCR § 4859 series, rulemaking text)
- THIRD 15-DAY PUBLIC REVIEW AND COMMENT PERIOD REGULATIONS TEXT…
- §4859.01. State Historic Rehabilitation Tax Credit ~~ Program …
- ~~ of Historic Preservation (OHP) as the authority to administ…
- §4859.02. Definition of Key Terms.
- ~~ the historic property and its environment would be unimpair…
- §4859.0 6 ~~ 7. ~~ Appeals.
- ~~ §4859.08. Fees for processing certification requests. ~~
- ~~(b) Income-producing project fees:~~
- 1. Application Forms
- A. State Projects
- B. Dual Projects
- A. The Initial Project Application has three sections:
- B. The Completed Project Application has two sections:
- A. Applicants apply for one of three tax credit allocation cat…
- A. OHP Fees:
- B. CTCAC Fees:
- 6. Application Fee remittance
- 7. Application Signature
- Section 1:
- 3. Applicant:
- Section 2:
- Section 3:
- 9. Section 2 Initial Project Application Narrative Template
- The feature name field and the feature scope of work field are…
- 10. Section 2 Amendment Application
- 11. Section 4 Completed Project Application
- 3. Applicant:
- 4. Completed Project Data:
- 7. Cost Certification Document
- 12. Application Forms of Record
- Appendix A Subject lines for correspondence to calshpo.tax
- File name Format Examples
- Typical feature blocks organized from exterior to interior, an…
- Appendix B Upload Instructions to the secure OHP Portal
- Appendix C Documentation Format Standards for Qualified Reside…
- Photo format:
- Drawing format:
- Product literature:
- What is a feature?
- Appendix D Initial Application submittal requirements for the …
- Federal Surplus Property obtained through local agency under G…
- State Surplus Property defined by Government Code 11011.1:
- Surplus land defined by Government Code 54221(b):
- Designated Census Tracts | Department of Finance (ca.gov)
- Secretary of the Interior’s Standards for Rehabilitation
- Links for Further Information
- STATE HISTORIC REHABILITATION TAX CREDIT SECTION 2 AMENDMENT
- of low-moderate income dwelling units before/after rehabilitat…