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.

• Capital Fund Rule issued October 24, 2013
• Deadlines for Projects Closing by 12/31/16

Mixed-Finance Rental

• Mixed-Finance Public Housing Development Policy (Adobe PDF, 6 pages)
• Mixed-Finance Predevelopment Request (MS-Word, 41.5 KB)
• Mixed-Finance Development Proposal, HUD-50157 (MS-Word, 50.6 KB)
• Rental Cost Control and Safe Harbor Standards (Adobe PDF, 8 pages)
• Mixed-Finance Development Proposal Calculator, Form HUD-50156 (FY2016 TDCs) (MS-Excel, 881 KB)
• Project Review  Panel Protocol (Also available in Adobe  PDF Format)
• Definitions of Evidentiary Materials (Adobe PDF, 3 pages)
• Required Evidentiary Documents for Mixed Finance Projects
• Model Documents for Mixed-Finance Transactions
• HUD-50161 Mixed-Finance Certifications and Assurances Form (MS-Word, 39.8 KB)
• Mixed-Finance Amendment (MS-Word, 171 KB)
• Mixed Finance ACC Amendment (op sub only) (MS-Word, 111 KB)

Mixed-Finance Homeownership

• HUD-50158 Homeownership Certification & Assurances (MS-Word, 36.5 KB) 
• HUD-50159 MF Homeownership Term Sheet (MS-Word 66.3 KB)
• HUD-50160 Mixed-Finance Homeownership Pre-Funding Certifications & Assurances (MS-Word, 28.6 KB)
• Some Homeownership Guidelines for PHAs (Adobe PDF)
• Homeownership Cost Control and Safe Harbor Standards (Adobe PDF)
• 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

• Total Development Costs - Notice 2011-38 (MS-Word) No change from original Notice. Although Notice 2011-38 still applies, the TDC Limit amounts are updated for 2015.
• 2015 TDC Limits Workbook (MS-Excel 2010) 2015 TDC Form and Instructions
• 2016 TDC Limits Workbook (MS-Excel 2010) 2016 TDC Form and Instructions
• 2016 TDC Limits Table (Adobe PDF, 88 pages)

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)