Model Documents for Mixed-Finance Transactions

The Department of Housing and Urban Development (HUD) has developed a set of Model Documents to facilitate the preparation and review of certain evidentiary materials required for mixed-finance transactions pursuant to 24 CFR 941 Subpart F. HUD created these documents with input from a public meeting held in January 2003 with affordable housing practitioners and written comments following the meeting.

Some documents became prescribed HUD Forms with standard provisions and were subject to formal clearance and reporting burden restrictions imposed by OMB. The rest remain as models with HUD required provisions identified clearly from negotiable business terms. The final set is comprised of several documents for which we will only provide statutory and/or regulatory provisions that must be included.

Documents

Required Documents:

These documents have not been substantively modified since the original posting. Only minor corrections have been made. Each will be revised based on all comments received and recirculated through the formal HUD clearance process.