OHPTC ROUND 37

SELF SCORE WORKSHEET & RESOURCES

This tool is provided by Designing Local for informational purposes only for potential applicants to Round 37 of the Ohio Historic Preservation Tax Credit. Refer to the Round 37 Application Guide for full details and information. This worksheet mirrors the 9 competitive scoring criteria from the OHPTC application guide. Criteria 1, 2, and 6 pull directly from Appendix A (jurisdictions), Appendix B (counties), and your own measurements — select from the drop-down and the points fill in automatically. Criterion 9 (Cost-Benefit Analysis) is not self-scored — ODOD calculates it — so it's included here only as a planning estimate and is kept separate from your official self-scored subtotal. Minimum score to remain eligible: 43 points (out of 85 total; 75 of which are self-scored).

OHPTC Round 37 — Self-Scoring Worksheet

Criterion A · 1

Jurisdictional Balance

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Preference for applications in jurisdictions with fewer previously approved projects (Appendix A). If your jurisdiction isn't listed below, it has zero prior approvals and gets full points.

Project jurisdiction (municipality or township)

Model this as the top-scoring application in its jurisdiction — bumps Jurisdictional Balance and County Per Capita Balance to full points (15 total), the way Development adjusts it during final review.

Criterion A · 2

County Per Capita Balance

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Preference for counties with lower per-capita tax credits approved in previous rounds (Appendix B). Counties not listed have $0 approved and receive full points.

Project county

Criterion A · 3

Benefit to Unemployed in County

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Compares the county's unemployment rate to the statewide rate. Select your project county and the bracket calculates automatically.

Project county

Criterion B · 4

Leveraged Investment

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Ratio = Total Project Investment ÷ Ohio Historic Preservation Tax Credit Requested. Enter your figures and the ratio and points calculate automatically.

Total Project Investment ($)

OH Tax Credit Requested ($)

Criterion B · 5a

Financing Committed

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Percentage of total project cost with documented committed financing (private, public, and/or developer equity — each meeting the guide's documentation standard).

New in Round 37: Committed financing no longer includes the state or federal historic tax credit amounts themselves. If you want to count on that money, show how you're bridging it during construction (developer equity, bridge loan, or a term sheet from a tax credit equity investor with documentation the funds will flow during construction). If the building isn't yet listed on the National Register, the Federal credit can't be included in the financing stack at all. Public financing documentation must now also state when the funds will be paid, and letters of interest are explicitly excluded from the committed percentage (previously they were accepted but excluded — now excluded outright as a category).

Percentage of financing committed

Criterion B · 5b

Closed Financing Bonus

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Bonus points for financing that has gone beyond "committed" to fully closed/awarded/finalized documentation.

Percentage of financing closed

Criterion B · 6

Physical Scope & Construction Jobs

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Square footage of rehabilitated historic building(s) and contiguous historic additions only — no new construction or non-historic buildings. Enter total square feet.

Total square feet

Criterion B · 7

Local Participation & Support

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Highest level of local jurisdiction/county support documented — a letter/resolution of support, and/or a financial commitment exceeding 3% of Remaining Investment to Complete Project.

Level of local participation

Criterion B · 8

End Use Commitments

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Percentage of the project leased (executed lease/LOI from actual end users, not a master tenant) or committed via a residential developer letter.

Percentage leased / committed

Criterion B · 9

Cost-Benefit Analysis Not self-scored

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Development calculates this from your Section D inputs (property value, jobs, receipts, residents, tenants). Use this only to plan/estimate — it is excluded from your official self-scored subtotal below.

Estimated 10-year ROI to state/local government