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SECTION 202 AND SECTION 811- DEVELOPMENT TEAM REFERENCE GUIDE
For Project Development and Preservation
For Project Development and Preservation
Richard Silverblatt Associates, Inc.
Development Milestones
Fund Reservation
State/Local Approvals
Firm Commitment Application
Pre-Construction Conference
Initial Closing
Construction Period
Rent-Up and Marketing
Pre-Cost Certification Conference
Cost Certification
Project Rental Assistance Contract
Occupancy Requirements
Final Closing
PRESERVATION
Developing a Strategy for Project
Preservation
Applying for a Contract Rent
Increase
Reviewing Replacement Reserves
Refinancing a Section 202 Direct Loan
Preparing for REAC Inspections
Establishing a Project Library
Resources
HUD Bookletters
HUD Forms
HUD Handbooks
HUD Information & Web Sources
HUD Notices
HUD NY HUB Handouts
Practical Guide to 202/811 Terms
Fund Reservation
State/Local Approvals
Firm Commitment Application
Pre-Construction Conference
Initial Closing
Construction Period
Rent-Up and Marketing
Pre-Cost Certification Conference
Cost Certification
Project Rental Assistance Contract
Occupancy Requirements
Final Closing
PRESERVATION
Developing a Strategy for Project
Preservation
Applying for a Contract Rent
Increase
Reviewing Replacement Reserves
Refinancing a Section 202 Direct Loan
Preparing for REAC Inspections
Establishing a Project Library
Resources
HUD Bookletters
HUD Forms
HUD Handbooks
HUD Information & Web Sources
HUD Notices
HUD NY HUB Handouts
Practical Guide to 202/811 Terms
List of Forms Sorted by Form Number*
SF 1199A
AIA B181 and B108
2328
2530
2880
50008 CAH
51994
90163-CA
90164-CA
90165-CA
90167-CA-NY
90170-CA
90173m
90175-CA
90176-CA
90177-CA
91732-A-CA
92408-M
92004-F
92010
92013
92013-Supp
92264
92264-A
92274
92330
92330-A
92403.1-OHF
92403-CA
92433-CA
92437
92442-CA
92442-A-CA
92443-CA
92448-OHF
92452-CA
92457M
92457AM
AIA B181 and B108
2328
2530
2880
50008 CAH
51994
90163-CA
90164-CA
90165-CA
90167-CA-NY
90170-CA
90173m
90175-CA
90176-CA
90177-CA
91732-A-CA
92408-M
92004-F
92010
92013
92013-Supp
92264
92264-A
92274
92330
92330-A
92403.1-OHF
92403-CA
92433-CA
92437
92442-CA
92442-A-CA
92443-CA
92448-OHF
92452-CA
92457M
92457AM
Form Number
Direct Deposit Sign-Up Form C
Owner-Architect Agreement (Obtain AIA form from your project architect)
Contractor's and/or Mortgagor's Cost Breakdown
Previous Participation Certification C
Applicant/Recipient Disclosure/Update Report
LOCCS/VRS Payment Voucher
Life Cycle Cost Analysis of Utility Combinations NF
Use Agreement
Property Insurance Requirements
Mortgage, Deed of Trust or Security Deed
Capital Advance/Building Loan Agreement (HUD office prepares this document)
Escrow Agreement for Offsite Facilities
Surveyor's Report (firm commitment issued post August, 2014)
Request for Final Closing
Escrow Deposit Agreement (for incomplete on-site and or off-site improvements)
Off-Site Bond
Certificate of Incorporation
Amendment to Form AIA Document B108 (Owner Architect Agreement)
Verification of Deposit
Equal Employment Opportunity Certification
Application for Multifamily Housing Project
Supplement to Application for Multifamily Housing Project C
Multifamily Summary Appraisal Report
Supplemental to Project Analysis
Operating Analysis Expense Worksheet
Mortgagor's Certificate of Actual Cost
Contractor's Certificate of Actual Cost
Mortgagor's and Architect's Certificate of Payment
Requisition for Disbursement of Funds
Owner's Certificate
Request for Construction Changes on Project Mortgages (for change orders)
Construction Contract, Lump Sum
Construction Contract, Cost Plus
Construction Contract Incentive Payment C
Contractor's Requisition, Project Mortgages
Performance-Payment Bond, Dual Obligee
HUD Survey Report C
HUD Survey Instructions
Owner-Architect Agreement (Obtain AIA form from your project architect)
Contractor's and/or Mortgagor's Cost Breakdown
Previous Participation Certification C
Applicant/Recipient Disclosure/Update Report
LOCCS/VRS Payment Voucher
Life Cycle Cost Analysis of Utility Combinations NF
Use Agreement
Property Insurance Requirements
Mortgage, Deed of Trust or Security Deed
Capital Advance/Building Loan Agreement (HUD office prepares this document)
Escrow Agreement for Offsite Facilities
Surveyor's Report (firm commitment issued post August, 2014)
Request for Final Closing
Escrow Deposit Agreement (for incomplete on-site and or off-site improvements)
Off-Site Bond
Certificate of Incorporation
Amendment to Form AIA Document B108 (Owner Architect Agreement)
Verification of Deposit
Equal Employment Opportunity Certification
Application for Multifamily Housing Project
Supplement to Application for Multifamily Housing Project C
Multifamily Summary Appraisal Report
Supplemental to Project Analysis
Operating Analysis Expense Worksheet
Mortgagor's Certificate of Actual Cost
Contractor's Certificate of Actual Cost
Mortgagor's and Architect's Certificate of Payment
Requisition for Disbursement of Funds
Owner's Certificate
Request for Construction Changes on Project Mortgages (for change orders)
Construction Contract, Lump Sum
Construction Contract, Cost Plus
Construction Contract Incentive Payment C
Contractor's Requisition, Project Mortgages
Performance-Payment Bond, Dual Obligee
HUD Survey Report C
HUD Survey Instructions
Form Title
C=Includes Comments NF= Not Fillable
C=Includes Comments NF= Not Fillable
92458
92464
92466-CA
92466.1-CA
92485
92547-A
92554M
92580
93432-CA
928.1
935.2A
93566-CA
9832
9839-B
Rent Schedule Low Rent Housing
Request for Approval of Advance of Escrow Funds C
Regulatory Agreement
Regulatory Agreement for Mixed Financed 202 or 811 Projects
Permission to Occupy
Budget Worksheet Income and Expense Projections
Supplementary Conditions for firm commitments after August, 2014
Maximum Capital Advance
Mortgage Note
Fair Housing Poster
Affirmative Fair Housing Marketing Plan Multifamily Housing C
Agreement and Certification
Management Entity Profile
Project Owner's/Management Agent Certification C
* Check with HUD Project Manager for alternate forms for Mixed Finance projects.