Mixed-Finance Public Housing
Important Updates
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. All Mixed-Financed Development submissions should be emailed to OUR@hud.gov.
Mixed-Finance Rental Projects
- Design Best Practices for Mixed Finance Program
- Mixed-Finance Predevelopment Request (MS-Word, 41.5 KB)
- Mixed-Finance Development Proposal, HUD-50157 (MS-Word, 59 KB)
- Mixed-Finance Development Proposal Calculator, Form HUD-50156 (FY2023 TDCs) (MS-Excel, 794 KB)
- FY2023 TDC Limits Table (Adobe PDF)
- Mixed-Finance Cost Control and Safe Harbor Standards
- General Depository Agreement HUD-51999 (GDA) (Adobe PDF, 2 pages)
- How PHAs Can Leverage Partnerships with Housing Finance Agencies
- Guidance for Mixed Finance Projects Undergoing a Change in Ownership or Refinancing
- Section 106 and Public Housing
- Mixed-Finance Development Proposal Calculator for Projects with PBV Units, Form HUD-50156 (FY2023 TDCs)
(MS-Excel, 796 KB) - Subsidy Layering Reviews for Project-Based Vouchers (Administrative Guidelines)
Mixed-Finance Rental Projects Evidentiary Documents
- Mixed Finance ACC Amendment
- Declaration of Trust/Restrictive Covenants HUD-52190 (MS Word, 9 pages)
- Model Documents for Mixed-Finance Transactions
- HUD-50161 Mixed-Finance Certifications and Assurances Form (MS-Word, 39.8 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)
- Homeownership Budget Workbook (MS-Excel 130KB)
- HUD-50160 Mixed-Finance Homeownership Pre-Funding Certifications & Assurances (MS-Word, 28.6 KB)
- Homeownership Prefunding Certification (MS-Word, 32 KB)
- Homeownership Declaration of Restrictive Covenants (MS-Word, 61 KB)
Faircloth to RAD Transactions
- Guidance on Faircloth to RAD Conversions (Adobe PDF)
- HUD Development Proposal for Faircloth to RAD Conversions (MS-Word, 62kb)
Operating Fund Financing Program
Homeownership Guidance
- Some Homeownership Guidelines for PHAs (Adobe PDF)
- Homeownership Cost Control and Safe Harbor Standards (Adobe PDF)
- Section 8 Homeownership (Adobe PDF)
- Special Applications Center's Homeownership page
PIH Notices
- How to find PIH Notices, click here.
- PIH Notice 2024-01: Build America, Buy America Implementation Guidance for the Public Housing Program
- PIH Notice 2020-23: Use of Proceeds Under Section 18 Disposition or Section 22 Voluntary Conversion
- PIH Notice 2019-13: Public Housing ACC Termination and PHA Closeout
- PIH Notice 2019-06: Carbon Monoxide Detectors in HUD-Assisted Housing
- PIH Notice 2018-19: Housing Opportunity through Modernization Act of 2016 (HOTMA) – Implementation of Minimum Heating Standards in Public Housing Properties
- PIH Notice 2016-13: Guidance on Property and Casualty Insurance Issues
- PIH Notice 2016-20: 2 CFR 200.311(c)(1) Disposition Instructions for the Public Housing Agency (PHA) Retention of Certain Public Housing Real Property (that is no longer used or was never used for public housing dwelling purposes) Free from Public Housing Use Restrictions.
- 2 CFR 200 - Particularly relevant part is 2 CFR 200.300 Subpart D
- PIH Notice 2016-21: Guidance on Automation of Capital Fund Program 5-Year Action Plans and Budgets in the Activity Planning Module of HUD’s Energy Performance and Information Center (EPIC)
- PIH Notice 2016-22: Environmental Review Requirements for Public Housing Agencies
- PIH Notice 2018-04: Demolition and/or disposition of public housing property, eligibility for tenant-protection vouchers and associated requirements
- PIH Notice 2011-69: Prohibition on Exceeding Statutory Limitation of the Number of Public Housing units
- PIH Notice 2011-61: Guidance on requirement for PHAs to record current Declaration of Trusts against all public housing property
- PIH Notice 2011-47: Transactions between Public Housing Agencies and their Related Affiliates and Instrumentalities
- PIH Notice 2011-45: Parameters for Local, Non-Traditional Activities under the Moving to Work Demonstration Program. Currently being updated.
- PIH Notice 2011-38: Public Housing Development Cost Limits
- PIH Notice 2011-33: Use of Work Preferences as a Public Housing Waiting List Management Tool
- PIH Notice 2011-30: PHA Mortgaged Projects: Procedures for Section 30 Mortgage Transactions
- PIH Notice 2010-28: Extension of Notice PIH 2009-23 (HA) - Requirement for Designation of Public Housing Projects. Original notice is PIH Notice 2005-2. Also see FAQs.
- PIH Notice 2010-26: Non-Discrimination and Accessibility for Persons with Disabilities—Contains discussion of the 5% and 2% requirements.
- PIH Notice 2007-15: Applicability of Public Housing Development Requirements to Transactions between Public Housing Agencies and their Related Affiliates and Instrumentalities
- PIH Notice 2004-5: Mixed-Finance Development of Operating Subsidy-Only Projects
Other Guidance
Other Important Links
- Operating Fund/Subsidy webpage
- Capital Fund webpage
- HOPE VI webpage
- Mixed Finance webpage
- SAC webpage
- Choice Neighborhoods webpage
- MTW webpage
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)
Jump to...
- Overview
- Mixed-Finance Rental Projects
- Mixed-Finance Rental Projects with PBV Units
- Mixed-Finance Rental Projects Evidentiary Documents
- Mixed-Finance Homeownership
- Faircloth to RAD Transactions
- Operating Fund Financing Program
- Homeownership Guidance
- PIH Notices
- Other Guidance
- Other Important Links
- Materials from Mixed-Finance Procurement Training