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. 

• 2011 TDC Form and Instructions
• Project Review Panel Protocol
  (Also available in Adobe PDF Format)
• 2010 TDC Form and Instructions (MS-Excel)

Mixed-Finance Rental

• 2011 Public Housing Management Fee (Adobe PDF, 3 pages)
• Rental Term Sheet (MS-Word, 241 KB)
• Model Documents for Mixed-Finance Transactions
• Rental Cost Control and Safe Harbor Standards (Adobe PDF, 8 pages)
• 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 (Under Construction)
• 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)