** Incoming! v3 Revisions are on the way! **

In response to your feedback, we will be providing the following expansion: Added pathway for high cost burdened markets

Please note, the below requirements and compliance documentation will be updated soon to reflect v3 changes. You can find more information on these revisions in a Change Log that will be available on the Help Center on December 10, 2024. ________________________________________________________________________

Demonstrate an economically diverse housing mix

Rationale: An economically diverse housing mix that includes below-market rental and owned units supports increased housing opportunity and stability for those with low incomes and supports more equitable access to health-promoting amenities — contributing to enhanced social inclusion and reduced health risks associated with housing instability including obesity, anxiety, depression, and childhood malnutrition.

For the most accurate strategy and documentation requirements, please refer to the digital scorecard made available on the Fitwel Platform.

Requirements

Demonstrate compliance with one of the options below:

Option 1 - 15% Affordable Housing (Full Credit):

To achieve full credit, demonstrate compliance with the following requirements:

1. Dedicate a minimum of 15% of the building's overall residential units, including rental and/or privately-owned units, as below-market rate*.
2. Ensure the below-market rate rental units implement a minimum of one or a combination of the following practices:
   • rent-controlled units
   • rent-stabilized units
   • units allocated for households with incomes below 80% of the Area Median Income (AMI)* through implementing one of the following practices:
     • allocating units for rental vouchers, certificates, and rent supplements
     • designating affordable units with rents based on 30% of 80% of AMI or below
     • income-based units that charge ≤ 30% of the adjusted gross income (AGI)* for the household.
3. Ensure the below-market rate privately owned units are priced below 80% of the median home value of the district, city, county, or region where the development is located.
4. Ensure the below-market-rate privately owned units are allocated for households with incomes below 80% of the Area Median Income (AMI)*.

Option 2 - Privately-Owned Units Only (Full Credit):

For buildings with privately-owned residential units only, demonstrate compliance with the following requirement:

1. Ensure a minimum of 15% of the building's overall residential units are assigned as below market rate*.
2. Ensure the below-market-rate units are priced below 80% of the median home value of the district, city, county, or region where the development is located.
3. Ensure the below-market-rate units are allocated for households with incomes below 80% of the Area Median Income (AMI)*.
   • When AMI is not available, use the median household income of the district, city, or county where the development is located.
   • When AGI is not available, use the household’s taxable income.
   • The income for which a unit is affordable is expressed as a percentage of AMI and is calculated by the following equation: Percent AMI = ((Annual Rent + Utilities) / .3 / AMI) * 100.
   • Available and allocated below-market-rate units may not be occupied by a higher-income household that could afford a higher-cost unit.
   • A combination of methods to assign units as below-market-rate that meet the requirements may qualify for the strategy.

Option 3 - Rental Units Only (Full Credit):

For buildings with residential rental units only, demonstrate compliance with the following requirement:

1. Ensure a minimum of 15% of the building's overall residential units are assigned as below market rate*.
2. Ensure the below-market-rate units implement a minimum of one or a combination of the following practices:
   • rent-controlled units
   • rent-stabilized units
   • units allocated for households with incomes below 80% of the Area Median Income (AMI)* through one of the following:
     • allocating units for rental vouchers, certificates, and rent supplements
     • designating affordable units with rents based on 30% of 80% of AMI or below
     • income-based units that charge ≤ 30% of the adjusted gross income (AGI)* for the household.

Option 4 - 10% Affordable Housing (Partial Credit):

1. Ensure a minimum of 10% of the building's overall residential units, including rental and/or privately-owned units, is assigned as below market rate*.
2. Ensure the below-market-rate rental units implement a minimum of one or a combination of the following practices:
   • rent-controlled units
   • rent-stabilized units
   • units allocated for households with incomes below 80% of the Area Median Income (AMI)* through one of the following practices:
     • allocating units for rental vouchers, certificates, and rent supplements
     • designating affordable units with rents based on 30% of 80% of AMI or below
     • income-based units that charge ≤ 30% of the adjusted gross income (AGI)* for the household.
3. Ensure the below-market-rate privately owned units are priced below 80% of the median home value of the district, city, county, or region where the development is located.
4. Ensure the below-market-rate privately owned units are reserved only for households with incomes below 80% of the Area Median Income (AMI)*.
   • When AMI is not available, use the median household income of the district, city, or county where the development is located.
   • When AGI is not available, use the household’s taxable income.
   • The income for which a unit is affordable is expressed as a percentage of AMI and is calculated by the following equation: Percent AMI = ((Annual Rent + Utilities) / .3 / AMI) * 100.
   • Available and allocated below-market-rate units may not be occupied by a higher-income household that could afford a higher-cost unit.
   • A combination of methods to assign units as below-market-rate that meet the requirements may qualify for the strategy.

Option 5 - 10% Affordable Housing Privately-Owned Units Only (Partial Credit):

For buildings with privately-owned residential units only, demonstrate compliance with the following requirement:

1. Ensure a minimum of 10% of the building's overall residential units are assigned as below market rate*.
2. Ensure the below-market-rate units are priced below 80% of the median home value of the district, city, county, or region where the development is located.
3. Ensure the below-market-rate units are allocated for households with incomes below 80% of the Area Median Income (AMI)*.
   • When AMI is not available, use the median household income of the district, city, or county where the development is located.
   • When AGI is not available, use the household’s taxable income.
   • The income for which a unit is affordable is expressed as a percentage of AMI and is calculated by the following equation: Percent AMI = ((Annual Rent + Utilities) / .3 / AMI) * 100.
   • Available and allocated below-market-rate units may not be occupied by a higher-income household that could afford a higher-cost unit.
   • A combination of methods to assign units as below-market-rate that meet the requirements may qualify for the strategy.

Option 6 - 10% Affordable Housing Rental Units Only (Partial Credit):

For buildings with residential rental units only, demonstrate compliance with the following requirement:

1. Ensure a minimum of 10% of the building's overall residential units are assigned as below market rate*.
2. Ensure the below-market-rate units implement a minimum of one or a combination of the following practices:
   • rent-controlled units
   • rent-stabilized units
   • units allocated for households with incomes below 80% of the Area Median Income (AMI)* through one of the following practices:
     • allocating units for rental vouchers, certificates, and rent supplements
     • designating affordable units with rents based on 30% of 80% of AMI or below
     • income-based units that charge ≤ 30% of the adjusted gross income (AGI)* for the household.

Compliance Documentation

Design Pathway 

Option 1: 

• Requirement 1
  • Text box to input the total number of all planned rental units within the building
  • Text box to input the total number of planned privately owned units within the building
  • Text box to input the total number of planned rental units that will be assigned as below market rate within the building
  • Text box to input the total number of planned privately owned units that will be assigned as below market rate within the building
• Requirement 2

  • Upload an annotated copy of the affordable housing policy for rental units

  • Checkbox to certify that the listed method(s) will be used to assign rental units as below market rate

• Requirement 3

  • Text box to input the highest cost of the below-market-rate privately owned units for purchase

  • Text box to input the median home value of the district, city, county, or region where the development is located

• Requirement 4
  • Checkbox to confirm that below-market-rate privately owned units will be allocated for households with incomes below 80% of the AM

Option 2: 

• Requirement 1

  • Text box to input the total number of planned residential units within the building

  • Text box to input the total number of planned residential units within the building that will be assigned as below market rate
    Checkbox to confirm that the building will not include residential rental units

• Requirement 2

  • Text box to input the highest cost of the below-market-rate privately owned units for purchase

  • Text box to input the median home value of the district, city, county, or region where the development is located

• Requirement 3
  • Checkbox to confirm that below-market-rate privately owned units will be allocated for households with incomes below 80% of the AMI

Option 3: 

• Requirement 1

  • Text box to input the total number of planned units that will be assigned as below market rate within the building

  • Text box to input the total number of planned units within the building

  • Checkbox to confirm that the building does not include privately owned units
• Requirement 2
  • Checkbox to certify that the listed method(s) will be used to assign rental units as below market rate 

Option 4: 

• Requirement 1
  • Text box to input the total number of all planned rental units within the building
  • Text box to input the total number of planned privately owned units within the building
  • Text box to input the total number of planned rental units that will be assigned as below market rate within the building
  • Text box to input the total number of planned privately owned units that will be assigned as below market rate within the building
• Requirement 2

  • Upload an annotated copy of the affordable housing policy for rental units

  • Checkbox to certify that the listed method(s) will be used to assign rental units as below market rate 

• Requirement 3
  

  • Text box to input the highest cost of the below-market-rate privately owned units for purchase

  • Text box to input the median home value of the district, city, county, or region where the development is located

• Requirement 4
  • Checkbox to confirm that below-market-rate privately owned units will be allocated for households with incomes below 80% of the AMI

Option 5: 

• Requirement 1
  • Text box to input the total number of planned residential units within the building
  • Text box to input the total number of planned residential units within the building that will be assigned as below market rate
  • Checkbox to confirm that the building will not include residential rental units.
• Requirement 2
  

  • Text box to input the highest cost of the below-market-rate privately owned units for purchase

  • Text box to input the median home value of the district, city, county, or region where the development is located

• Requirement 3
  • Checkbox to confirm that below-market-rate privately owned units will be allocated for households with incomes below 80% of the AMI

Option 6: 

• Requirement 1

  • Text box to input the total number of planned units within the building

  • Text box to input the total number of planned units that will be assigned as below market rate within the building

  • Checkbox to confirm that the building does not include privately owned units

• Requirement 2

  • Upload an annotated copy of the affordable housing policy for rental units

  • Checkbox to certify that the listed method(s) will be used to assign rental units as below market rate 

Built Pathway 

Option 1: 

• Requirement 1
  • Text box to input the total number of all units within the building
  • Text box to input the total number of privately owned units within the building
  • Text box to input the total number of rental units that are assigned as below market rate within the building
  • Text box to input the total number of privately owned units that are assigned as below market rate within the building
• Requirement 2

  • Upload an annotated copy of the affordable housing policy for rental units

  • Checkbox to certify that the listed method(s) are used to assign rental units as below market rate 

• Requirement 3
  

  • Text box to input the highest cost of the below-market-rate privately owned units for purchase

  • Text box to input the median home value of the district, city, county, or region where the development is located

• Requirement 4
  • Checkbox to confirm that below-market-rate privately owned units are allocated for households with incomes below 80% of the AMI

Option 2: 

• Requirement 1

  • Text box to input the total number of residential units within the building

  • Text box to input the total number of residential units within the building that will be assigned as below market rate

  • Checkbox to confirm that the building does not include residential rental units

• Requirement 2
  

  • Text box to input the highest cost of the below-market-rate privately owned units for purchase

  • Text box to input the median home value of the district, city, county, or region where the development is located

• Requirement 3

  • Checkbox to confirm that below-market-rate privately owned units are allocated for households with incomes below 80% of the AMI

Option 3: 

• Requirement 1

  • Text box to input metric for the following

  • Text box to input the total number of units that are assigned as below market rate within the building

  • Text box to input the total number of all units within the building

  • Checkbox to confirm that the building does not include privately owned units.
• Requirement 2
  • Checkbox to certify that the following method(s) are used to assign rental units as below market rate

Option 4: 

• Requirement 1
  • Text box to input the total number of all units within the building
  • Text box to input the total number of privately owned units within the building
  • Text box to input the total number of rental units that are assigned as below market rate within the building
  • Text box to input the total number of privately owned units that are assigned as below market rate within the building:
• Requirement 2

  • Upload an annotated copy of the affordable housing policy for rental units

  • Checkbox to certify that the listed method(s) are used to assign rental units as below market rate 

• Requirement 3
  

  • Text box to input the highest cost of the below-market-rate privately owned units for purchase

  • Text box to input the median home value of the district, city, county, or region where the development is located

• Requirement 4

  • Checkbox to confirm that below-market-rate privately owned units are allocated for households with incomes below 80% of the AMI

Option 5: 

• Requirement 1
  • Text box to input the total number of all residential units within the building
  • Text box to input the total number of residential units within the building that will be assigned as below market rate
  • Checkbox to confirm that the building does not include residential rental units.
• Requirement 2

  • Text box to input the highest cost of the below-market-rate privately owned units for purchase

  • Text box to input the median home value of the district, city, county, or region where the development is located

• Requirement 3
  • Checkbox to confirm that below-market-rate privately owned units are allocated for households with incomes below 80% of the AMI

Option 6: 

• Requirement 1
  • Text box to input the total number of all units within the building
  • Text box to input the total number of units that are assigned as below market rate within the building
  • Checkbox to confirm that the building does not include privately owned units
• Requirement 2

  • Upload an annotated copy of the affordable housing policy for rental units

  • Checkboxes to certify that the listed method(s) are used to assign rental units as below market rate