1. Application Forms

All SHRTC Application forms are fillable PDFs which are downloaded from the OHP State Historic Rehabilitation Tax Credit web site. These include:

• Sections 1, 2 and 3 Initial Project Application,

• Section 2 Application Narrative Template,

• Section 2 Amendment form,

• Sections 4 and 5 Completed Project Application.

Section 3 provides tax and finance information to the California Tax Credit Allocation Committee (CTCAC) to confirm the applicant qualifies for state tax credit allocation.

Section 5 provides completed certified Qualified Rehabilitation Expenditure costs to the CTCAC to confirm the final value of the state tax credit.

Upload the completed application forms to OHP with the supplemental documentation for each submission as described in these Instructions.

The Application PDF is returned to the applicant with an authorized signature, review decision, and comments if applicable.