Comprehensive Transactional Forms Supporting FHAā€™s Section 242 Program

As of September 2016, the Office of Hospital Facilities (OHF) has completed a revision to OMB Collection No. 2502-0602, Comprehensive Transactional Forms Supporting FHAā€™s Section 242 Program.  The majority of the documents included in this collection are utilized for closing FHA-insured hospital loans, with additional documents supporting program processes such as application review, asset management, loan modifications, surveys and site inspections, and environmental assessments.

Revised forms are effective immediately.  Links are provided below to the final documents located on HUDClips. Any commitments issued on or after October 1, 2016, must utilize the updated loan documents published in this collection.

 COLLECTION NO. 2502-0602 (Good through 8/31/2019)
Number
Name
HUD-91070-OHF Consolidated Certifications Borrower
HUD-91071-OHF Escrow Agreement for Off-Site Facilities
HUD-91073-OHF HUD Survey Instructions and Surveyor's Report
HUD-91111-OHF Survey Instructions and Borrower's Certification
HUD-91725-OHF Opinion by Counsel to the Borrower - Instructions
  Opinion by Counsel to the Borrower - Opinion
  Opinion by Counsel to the Borrower - Exhibit A
HUD-92013-OHF Application for Hospital Project Mortgage Insurance
HUD-92023-OHF Request for Final Endorsement of Credit Instrument - Hospitals/Section 242
HUD-92070-OHF Lease Addendum
HUD-92080-OHF Change of Mortgage Record
HUD-92117-OHF Borrower's Certification- Full or Partial Completion of Project
HUD-92205-OHF Borrower's Certificate of Known Costs (Section 242/223f)
HUD-92223-OHF Surplus Cash Note
HUD-92322-OHF Intercreditor Agreement
HUD-92330-OHF Borrower's Certificate of Actual Cost - Hospitals/Section 242
HUD-92330A-OHF Contractor's Certificate of Actual Cost - Hospitals/Section 242
HUD-92403-OHF Application for Insurance of Advance of Mortgage Proceeds
HUD-92403A-OHF Borrower's and Architect's Certificate of Payment
HUD-92415-OHF Request for Permission to Commence Construction Prior to Initial Endorsement For Mortgage Insurance
HUD-92422-OHF Financial and Statistical Data for HUD Reporting
HUD-92434-OHF Lender's Certificate
HUD-92441-OHF Building Loan Agreement
HUD-92442-OHF Construction Contract
HUD-92448-OHF Contractor's Requisition Project Mortgages
HUD-92452-OHF Performance Bond
HUD-92452A-OHF Payment Bond
HUD-92455-OHF Request for Endorsement of Credit Instrument & Certificate of Lender, Borrower & General Contractor
HUD-92456-OHF Escrow Agreement for Incomplete Construction
HUD-92464-OHF Request for Approval of Advance of Escrow Funds - Hospitals/Section 242
HUD-92466-OHF Regulatory Agreement - Borrower
HUD-92476-OHF Escrow Agreement for Deferred Work
HUD-92476A-OHF Escrow Agreement for Limited Rehabilitation
HUD-92479-OHF Off-Site Bond - Dual Obligee
HUD-9250-OHF Funds Authorizations
HUD-92554-OHF Supplementary Conditions of the Contract for Construction
HUD-92576-OHF Certificate for Need for Health Facility and Assurance of Enforcement of State Standards
HUD-93305-OHF Agreement and Certification
HUD-94000-OHF Security Instrument/Mortgage/Deed of Trust
HUD-94001-OHF Healthcare Facility Note
HUD-94128-OHF Environmental Assessment and Compliance Findings

The revised collection corrects, revises, updates, and supersedes the previous collection of Section 242 documents finalized by OMB on February 18, 2014. Changes do not entail any new, unknown, or substantive policy changes. The revisions, however, are necessary to make outdated forms current and revise general forms to reflect the specific terms of FHAā€™s Section 242 mortgage insurance program for hospitals, as defined by current regulations (24 CFR Part 242) and policy (Handbook 4615.1). The previous collection also omitted a number of necessary forms and included forms that are not used or no longer in use by OHF.  Many of the new forms in this revised collection are based on approved Section 232 Residential Care Facility or Multifamily forms that have been modified to specify the information required for the underwriting, construction, and initial/final endorsement project phases of Section 242 hospital projects. New consolidated forms have been created to streamline information requests that previously required multiple documents.

The revised collection removes the following forms from the former 2502-0602 collection:  HUD-2-OHF, HUD-3305-OHF, HUD-41901-OHF, HUD-92010-OHF, HUD-92421-OHF, HUD-92432-OHF, HUD-92447-OHF, HUD-92450-CA-OHF, HUD-92451-OHF, HUD-92453-NH-OHF, HUD-92457-OHF.  These forms were either not needed for the Section 242 Program, were internal forms that do not require input from external parties, or have been superseded by one of the forms included in this revision.

Certain form numbers were renamed in the revised collection to reflect a consistent naming convention (all OHF forms now have the HUD-9 prefix):

  • HUD-2205A-OHF has been renamed HUD 92205-OHF
  • HUD-2434-OHF has been renamed HUD-92434-OHF
  • HUD-2466-GP-OHF has been renamed HUD-92466-OHF
  • HUD-92403.1-OHF has been renamed HUD-92403A-OHF
  • HUD-92476.1-OHF has been renamed HUD-92476-OHF
  • HUD-2576-OHF has been renamed HUD-92576-OHF
  • HUD-4128-OHF has been renamed HUD-94128-OHF