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Mixed-Finance Public Housing

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 Information by State
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 -   Overview
 -   Mixed-Finance Rental
 -   Mixed-Finance Homeownership
 -   Policy Alerts
 -   PIH Notices
 -   Materials from Mixed-Finance Training

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What's New
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 -   Proposed Rule regarding the Streamlined Application Process in Public/Private Partnerships for the Mixed-Finance Development of Public Housing Units

Overview

Mixed-Finance public housing allows HUD to mix public, private, and non-profit funds to develop and operate housing developments. New developments may be made up of a variety of housing types: rental, homeownership, private, subsidized, and public housing. These new communities are built for residents with a wide range of incomes, and are designed to fit into the surrounding community.

 -   Project Review Panel Protocol
(Also available in Adobe PDF Format)
 -   2010 TDC Form and Instructions (MS-Excel)

Mixed-Finance Rental

 -   Rental Term Sheet (MS-Word, 241 KB)
 -   Model Documents for Mixed-Finance Transactions
 -   Rental Cost Control and Safe Harbor Standards
(Adobe PDF, 8 pages)
 -   Mixed-Finance Proposal and Checklist
 -   Revised Mixed-Finance ACC Amendment
(MS-Word, 166 KB)
 -   Mixed Finance ACC Amendment (op sub only) (MS-Word, 90 KB)
 -   Evidentiary Materials and Checklist
(Adobe PDF, 3 pages)
 -   Mixed-Finance Responsibility Checklist
(Adobe PDF, 4 pages)
 -   Budgets and Unit Mix (MS-Excel, 64 KB)
 -   Mixed Finance Guidebook - To order the
guidebook, call the JBS Clearinghouse at
800-955-2232
 -   Mixed-Finance Public Housing Development Policy
(Adobe PDF, 6 pages)

Mixed-Finance Homeownership

 -   Homeownership Term Sheet (MS-Word, 183 KB)
 -   Some Homeownership Guidelines for PHAs
(Adobe PDF)
 -   Homeownership Cost Control and Safe Harbor Standards
(Adobe PDF)
 -   Certifications and Assurances (MS-Word, 44 KB)
 -   Homeownership Prefunding Certification (MS-Word, 32 KB)
 -   Homeownership Declaration of Restrictive Covenants (MS-Word, 61 KB)
 -   Homeownership Budgets and Unit Mix (MS-Excel, 83 KB)
 -   Grant Agreement Addendum for Homeownership (MS-Word, 120 KB)
 -   Section 8 Homeownership (Adobe PDF)
 -   Special Applications Center's Homeownership page

Policy Alerts

 -   Affiliates notice, PIH-2007-15, requirements for transactions between PHAs and their Related Affilliates and Instrumentalities
 -   HUD PIH Notice 2004-5 for Mixed Finance Development of Operating Subsidy-only Projects (Adobe PDF, 8 pages)
 -   Operating Subsidy Calculation for Mixed Finance Projects (MS-PowerPoint)
 -   Revised Policy Alert on Reserves (Adobe PDF, 5 pages)
 -   Frequently-Asked Questions on HUD Total Development Cost (TDC) and Housing Cost Cap (HCC) Limits 01/02/2002 (Adobe PDF, 7 pages)
 -   Annual Plan 01/02/2002 (Adobe PDF, 8 pages)
 -   Administration of DOFA/EIOP for Mixed-Finance Developments 09/24/2001
 -   Applicability of Davis-Bacon Wage Rates for HOPE VI Homeownership and Rental Development 09/24/2001
 -   Site-Based Waiting Lists (Revised) 01/02/2002
 -   Use of Operating Subsidies for Mixed-Finance Project Reserves 09/04/2001
 -   Financing Transactions and 24 CFR Part 85 and 2 CFR Part 225 05/20/2008

PIH Notices

 -   Notice PIH 2008-47 [Attachment: TDC]: Public Housing Development Cost limits
 -   Notice H-97-12: FHA's Mixed-Income Housing Underwriting Guidelines
 -   Notice PIH-96-56: Policies and Procedures for Using Modernization Funds for Development Activities and Development Funds for Modernization Activities, and Modernization and Development Funds for Operations

Materials from Mixed-Finance Procurement Training

 -   Certification of Mixed-Finance Procurement (Adobe PDF, 3 pages)
 -   Commonly Asked Questions (Adobe PDF, 13 pages)
 -   RFP/RFQ Outline (Adobe PDF, 6 pages)
 -   RFP for Program Management Services Evaluation Form (Adobe PDF, 2 pages)
 -   RFQ for Developer Scoring Sheet for Respondents (Adobe PDF, 1 page)
 -   Payment Schedule for Program Management Services (Adobe PDF, 5 pages)
 -   Application Data Form: Sources and Uses (Adobe PDF, 2 pages)
 -   Cost Estimate for Procured Services (Adobe PDF, 1 page)

 
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