Spreadsheet: 88fa6565-65e6-48ec-ab4d-3cccb37b99bd
Sheet: Sheet1

Unnamed: 0 | PHAs must submit a Mixed-Finance Proposal and evidentiary documents to HUD for review and approval.                                                                                                                                                                                                                                        The matrix below identifies the basic elements of a Mixed-Finance Proposal. | Unnamed: 2 | Unnamed: 3 | Unnamed: 4 | Unnamed: 5 | Unnamed: 6 | Unnamed: 7 | Unnamed: 8 | Unnamed: 9 | Unnamed: 10 | Unnamed: 11 | Unnamed: 12
 | The Mixed-Finance process begins with submission of the term sheet describing the proposal.  All PHAs applying for POMF approval must submit this information.  After HUD has reviewed and approved the term sheet, HUD will identify the additional submissions required based on the type of project, e.g. modernization, new construction, public housing, affordable housing, Section 30, Section 35, etc., and the individual circumstances of the project being undertaken.  Please see Instructions tab for more detail.
 |  |  |  | PHA Mortgage Transactions (PMT) transactions (X = Required, NAP = Not Applicable)
 | Submissions | Where to Address | Regulatory Citation | Mixed-Finance 1 | PHMP Notice | POMF development (Sect. 35, owned by PHA) | POMF (modernization, [NAME]. 30, owned by PHA) | Mortgage securing development of non-Public Housing | Mortgage securing modernization of non-Public Housing | OFFP | CFFP | M-F Streamlining
 | a)      Activities and Relationship of Participating Parties | term sheet/initial submission | 24 CFR 941.606(a) | X | R | X | X | X | X | X
 | b)      Financing Description | term sheet/initial submission | 24 CFR 941.606(b) | X | R | X | X | X | X | X
 | c)      Sources and Uses of funds (HUD Exhibit F) | term sheet/initial submission | 24 CFR 941.606(b) | X | [NAME], 4. | X | X | X | X
 | c)      Operating Subsidy (PEL Calculator) | term sheet/initial submission | 24 CFR 941.606(c) | X | R | X | X | X | X | X
 | d)  Development Description (HUD Unit [NAME]) | term sheet/initial submission | 24 CFR 941.606(d) |  |  | X | X | X | X
 | e)  Site information | term sheet/initial submission | 24 CFR 941.606(e) |  |  | X | X | X | X
 | f)  Identification of Facilities and Services | term sheet/initial submission | 24 CFR 941.606(h) |  |  | X | X | X | X
 | g)  Relocation | term sheet/initial submission | 24 CFR 941.606(i) |  |  | X | X | X | X
 | a)      Ten Year Operating Pro Forma and Debt Service Schedule | Additional Submissions | 24 CFR 941.606(b) and (j) | X | R.  Notice C.3. | X | X | X | X | [NAME]990.405(a)(4)
 | b)  Financial Commitment letters | Additional Submissions | 24 CFR 941.606(b) |  |  | X | X | X | X
 | c)  Market Analysis | Additional Submissions | 24 CFR 941.606(f) | X |  | X 2 | X 2 | X 2 | X 2 | §990.410(a)(2)
 | d)      Schematic Drawings, Building Design, Specifications | Additional Submissions | 24 CFR 941.606(g) | X |  | X | NAP | X | NAP
 | f)  Development Construction Cost Estimate (or equivalent for modernization) | Additional Submissions | 24 CFR 941.606(g) | X |  | X | X | X | X
 | g)  New Construction Certification | Additional Submissions | 24 CFR 941.606(m) | X |  | X | NAP | NAP | NAP
 | h)  Certifications and Assurances | Additional Submissions | 24 CFR 941.606(n)(1)(i) | X |  | X | X 1 | X 1 | X 1
 | Other possible [NAME] (depending on transaction type)
 | Affordable Housing covenant (restricting term and occupancy type) | Additional Submissions |  |  |  | NAP | NAP | X | X
 | Appraisal of mortgaged property | Additional Submissions | 42 U.S.C. 1437z-2 |  | R.  including property proceeds are to be used upon | NAP | NAP | X 3 | X 3
 | Fairness Opinion | Additional Submissions |  |  |  | X 3 | X 3 | X 3 | X 3
1 | Only an opinion of counsel is required.  The opinion should be in conformance with the description in the ACC amendment.
2 | A statement regarding the need for public housing units or a market study for non-public housing units is required.
3 | At HUD's discretion.