Oakridge Court LP
Borrower / owner
Named insured
- Policies
- All policies
- Clause
- Matches operating agreement
- Evidence
- On file
Entity and clause schedule
Entities, clauses and insurance interests
Affordable-housing transactions involve many entities with different insurance interests. Small mismatches cause reissued evidence.
Crescent Bend Development Corp.
General partner
Named insured
- Policies
- All policies
- Clause
- Matches operating agreement
- Evidence
- On file
Confirm GP is listed on permanent property
First National Community Bank
Permanent lender
Mortgagee / loss payee
- Policies
- Property
- Clause
- Wording pending
- Evidence
- Not yet endorsed
Verbatim clause + servicing address required
Meridian State HFA
Bond / HFA lender
Mortgagee / loss payee
- Policies
- Property
- Clause
- Draft under review
- Evidence
- Outstanding
Meridian Bond Trustee
Bond trustee
Loss payee
- Policies
- Property
- Clause
- Not yet requested
- Evidence
- Outstanding
Meridian Tax Credit Fund XVI
Tax-credit investor
Additional insured
- Policies
- GL / umbrella
- Clause
- Exhibit wording not matched
- Evidence
- Certificate only
Needs endorsement, not ACORD-only
Crescent Bend Housing Partners LLC
Special limited partner
Additional insured
- Policies
- GL
- Clause
- LP/SP clause pending
- Evidence
- Missing
Crescent Bend Housing Authority
Ground lessor / RAD party
Additional insured
- Policies
- GL
- Clause
- Counsel reviewing form
- Evidence
- Outstanding
Harborstone Management Co.
Property manager
Additional insured
- Policies
- GL / property
- Clause
- Matches management agreement
- Evidence
- On file
Southland Construction Inc.
General contractor
Certificate holder
- Policies
- GL / WC / builder's risk
- Clause
- AIA form accepted
- Evidence
- On file