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ATTACHMENT 3 Summary of Services Provided in Previous Contracts Hello Housing - Summary of Services Provided During Contract Terms Since January 2016, Hello Housing has successfully met objectives set forth in its agreements with the City. Highlights include the following: • Digitized the City's complete portfolio of Below Market Rate owners' paper-based files and Down Payment Assistance Program (DPA) loan files to Hello Housing's HomeKeeper database, a Salesforce-based database platform. There are currently 99 units in the City's homebuyer program portfolio. • Developed a Pleasanton-specific webpage on the Hello Housing website (http://www.hellohousing.org/stewardship/cityofpleasanton/) to provide resources and information for new, prospective buyers and existing homeowners in the PHAP. • Conducted an annual BMR and loan monitoring process in 2016, 2017, and 2018 to ensure the homes are owner-occupied in compliance with the City's restricted covenants and loan agreements. • For three (3) City-owned Below Market Rate properties (91 East Creek, 3917 Vineyard, and 214 Rocky Creek), developed and implemented the marketing process, performed the lottery to establish the priority list, identified and worked with eligible buyers, drafted loan documents, and coordinated the close of escrow to ensure the successful sale of these units to income-eligible first-time homebuyers. • Developed and implemented the marketing process, performed the lottery to establish the priority list, identified and worked with eligible buyers, drafted loan documents, and coordinated the close of escrow to income-eligible first-time homebuyers for the following BMR resales: 614 Palomino, 248 Birch Creek, and 5807 Sterling Greens Circle in FY 2017/2018; 4261 Katie Lane in FY 2018/2019. • Processed and closed a total of five (5) refinances: two (2) in 2016, one (1) in 2017, and two (2) in 2018. • Processed one (1) DPA loan application in 2016, two (2) in 2017, two (2) in 2018, and another two (2) in 2019. Of those DPA applications one (1) closed in 2016 and one (1 ) closed in 2018. • Implemented the Marketing and Sales Plan for the Summerhill "Andares" development, which included 10 BMR townhomes that were sold at below- market-rate prices to income-eligible and qualified lower income first-time homebuyer households. This included, conducting a lottery and creating the ranking order and waitlist for 530 pre-applicants, preparing two (2) detailed workshop presentations, in July and September of 2017, highlighting the City's program requirements for over 100 applicants interested in purchasing homes in the Andares development, and reviewing 47 applications to determine 10 eligible buyers. All ten (10) buyers have closed escrow.