Required items
| # | Required item |
|---|---|
| 1 | Location description with closest streets, acreage, map of site configuration and contiguous land use |
| 2 | Color photographs of the site and adjacent areas |
| 3 | Map with the closest transportation linkages, shopping, schools, medical services, public transportation |
| 4 | Crime information for the PMA relative to the overall area |
| 5 | Description and evaluation of visibility and accessibility |
| 6 | Employment by industry sector (numbers and percentages) vs the larger area |
| 7 | Major employers with type of business and number employed; expansions/contractions |
| 8 | Unemployment for the last ten years, PMA vs MSA/county; total workforce and number unemployed |
| 9 | Typical or mean wages by occupation |
| 10 | Commuting patterns when available |
| 11 | 10-year building permits by housing type |
| 12 | Study prepared or updated within 180 days of the filing deadline |
| 13 | Public transit: accessibility to mass transit addressed; no measurement method |
| 14 | At-place employment history, 105 years |
| 15 | Recent or planned employer expansions and reductions |
| 16 | Census-tract exhibits: census tract number of site; PMA/SMA boundaries by tracts or blocks; no poverty/migration/tract map |
| 17 | Study within 6 months of the application |
| 18 | Source listed at each table |
| 19 | Agency form: Market Study Index (completed outside StudyScribe) |
| 20 | Analyst: signed analyst certification letter with years of experience; resume; no approved list (confirm before submission) |
| 21 | Other exhibit: Utility allowance schedule (appendix) |
| 22 | Other exhibit: Floor plans and elevations |
| 23 | Other exhibit: Market Analyst resume |
| 24 | Other exhibit: Photographs of site and neighborhood |
The section and page reference for each item, and the checklist filled in for your report, are in StudyScribe's HFA Guide for account holders. The agency's own guideline is linked at the top.
California Tax Credit Allocation Committee section headings
Where the agency's wording differs from the NCHMA Model Content Standards, its reviewers look for these headings:
- Site Evaluation (NCHMA: Site & Neighborhood)
- Location Amenities (NCHMA: Locational Amenities & Map - Overview)
- Market Area (NCHMA: Primary Market Area)
- Market Area Economy — Employment by Industry and Major Employers (NCHMA: Major Employers)
- Market Area Economy — Unemployment (NCHMA: Workforce and Unemployment Trends)
LIHTC market study requirements in California → — staleness window, capture-rate threshold, QAP link and the full section list.
Export a Front End in the CTCAC format
StudyScribe's Format for selector reorders the Market Data sections to this agency's order, uses its headings, and prints this checklist as the last page with each item marked present or missing — from BLS, Census, FBI and the other official sources, nothing estimated.
Request access →Other agency checklists
This checklist restates California Tax Credit Allocation Committee's published market study guidance as understood by StudyScribe on the date above; it is not legal or compliance advice. Confirm against the current guideline linked at the top before submitting.