For Homekey Rounds 2 and 3, the Grantees shall submit an annual Homekey Program and Expenditure Report to HCD the year following Standard Agreement execution on March 31 for the prior calendar year. The annual report will be required for at least five years following full occupancy of the project. Recipients of Homekey Tribal awards will submit the annual report for five years following full occupancy of the project.
Additionally, the Grantee shall submit to HCD such periodic reports, updates, and information as deemed necessary by HCD to monitor compliance and/or perform program evaluation.
Each time a milestone is completed, fill out the Milestone Reporting sections of the report and extension workbook and submit the forms to your grant representative to notify HCD.
If you may need an extension to any of the milestone deadlines or need to notify HCD of other project changes, fill out the relevant sections of the workbook to explain the circumstances and provide new completion dates if applicable. Requests for deadline extensions are subject to HCD approval.
Homekey Reporting Forms
- Fiscal Year Expenditure Report Form (XLS) — Due July 31 of the year following Standard Agreement Execution
- Annual Report Form (XLSM) — Due March 31 of the year following Standard Agreement Execution.
- Performance Milestone Completion Form (PDF) — Last Updated 10/22/2024. Submit this form to report the completion of one or more required milestones for your project as listed in the Homekey Standard Agreement Exhibit E.
- Request for Milestone Deadline Extension (PDF) — Last Updated 10/22/2024. Submit this form to request an extension to one or more milestones from your Standard Agreement, Exhibit E.
- Request for Project Changes Form (PDF) — Last Updated 10/22/2024. Submit this form to report to HCD a change in your Homekey project or in Grantee organizational capacity that may impact the terms of your Standard Agreement.
- Interim to Permanent Conversion Notice (XLS) — Last updated 10/22/2024. Submit this form to notice HCD that your project is preparing to convert from interim to permanent housing.
- Conversion Completion Form (PDF) — Last updated 7/20/2023. Submit this form when your interim to permanent project has completed conversion and is ready for operation as permanent housing.
- Homekey Conversion and Relocation Guidance (PDF)
- Homekey Use Restriction Requirements (PDF) — Last updated 08/20/2025
- Homekey General Ledger Example (XLS) — Last updated 6/26/2025
All completed forms should be submitted to your assigned Grant Management Representative.
For questions regarding disbursement, reporting, milestones, or any issues after the execution of the Standard Agreement contact: MultifamilyGrants@hcd.ca.gov.