The Mayor’s Office of Housing and Community Development (MOHCD) is pleased to announce the availability of the Senior Restricted Annual Monitoring Report (SR-AMR) form for Calendar Year 2024.

The SR-AMR was newly added to the Annual Occupancy Report XL (AOR) cycle as a supplemental Senior Restricted Annual Monitoring Report (SR-AMR) for buildings that are contractually obligated to serve seniors, age 55 and older.

Senior Restricted Annual Monitoring Report (SR‑AMR)

In accordance with the City’s commitment to racial equity and to San Francisco residents, MOHCD will be conducting periodic program evaluations that will include supplemental reporting on impacts and outcomes of its senior restricted, affordable housing developments. Beginning with Calendar year 2024 AOR cycle, sponsors of affordable housing developments that serve seniors are now required to submit a Senior Restricted Annual Monitoring Report (SR-AMR).

Data from the SR-AMR will enable MOHCD to evaluate services programs at senior housing developments and to recommend and make improvements that may help seniors to sustain their housing for as long as they are able to live independently, with or without a caregiver.

Through the SR-AMR, Sponsors must provide information on service areas listed below. This requirement is only applicable to affordable housing projects that are contractually obligated to serve seniors aged 55 years or older. Due to the status of your building, as senior restricted or having senior-restricted units, you are required to submit the SR-AMR. The SR-AMR report will be due on September 2, 2025, for the period January 1, 2024 to December 31, 2024.

The SR-AMR report collects data on the following service areas:

Residency Tenure
Annual resident assessments and surveys
Housing Stability
Non-housing basic needs
Community-building activities
Trainings and education
Service coordination and linkages
Program Learnings

Responding to the SR-AMR will require input of the following data points:

Number of late and eviction notices
Number of surveys distributed
Name of service, # of clients engaged, and # of encounters during reporting period.

When you start the online SR-AMR, if you have the project’s data on hand, the report should take an estimated 20-30 minutes to complete. We encourage the services staff person preparing the SR-AMR to work with the on-site service provider and property management team to complete this report. SR-AMR report guide and data collection tool can be found at the Multi-family housing forms, documents, policies and guidelines under Senior Operating Subsidy Program section.