MFH Building & Accessibility Regulations
Occupancy and Tenant Eligibility Requirements
Missouri Specific Forms & Resources
The use of any of the sample documents contained on this list and the specific format is not mandated by Regulation, but is strictly provided for your convenience. We recommend their use to ensure compliance and consistency with the requirements of RD Regulations.
NOTE: If state specific forms are not shown above, please ensure that your state is selected in the dropdown menu above to find the State Office contact information and speak to a Housing Programs Specialist before attempting to fill out any forms or applications. This will save you valuable time in your application.
Notice of Application Submission: The Preservation and Direct Loan Division is pleased to include our Customers as we make strides for process improvements. The information we receive from the Notice of Application Submission form will enable us to validate our internal tracking systems, improve productivity and transparency. To Submit: Fill in the blanks of the form, save and attach, send by email to: PDLD@rd.usda.gov. It is our goal to enhance communication and processing time lines to deliver outstanding customer service.
MFH GovDelivery Subscription Link - Sign up to receive emails on MFH announcements.
MFH Property Preservation Tool - The dashboard has been updated with June 2017 maturing mortgage data, which provides loan-level information on dates when Section 514 and 515 properties are projected to pay off their loans and exit USDA's Multi-Family Housing program. A spreadsheet containing the raw data can be accessed here.
CNA Template (xlsm) - The CNA Template Ver 1.5h should be used in lieu of all previously used versions of CNA Worksheets. The CNA Template Ver 1.5i 52318 contained errors and should not be used. The template documents the findings reached when using RD's published Guidance on the Capital Needs Assessment (CNA) process. It includes updated estimated useful life tables, and incorporates the rehabilitation guidance and miscellaneous format revisions for consistency with current program initiatives. This form has been tested and verified using the standard Windows Microsoft Excel ® (Excel 2013) to resolve compatibility issues previously reported. Use with other operating systems such as those from Apple® or Android®, or those using earlier spreadsheet programs may continue to experience compatibility issues requiring further discussion in the CNA report.
Guidance on the Capital Needs Assessment Process (pdf) - This Unnumbered Letter (UL) addresses the Capital Needs Assessment (CNA) process for RD-financed properties. It has been updated to provide additional guidance and clarification to assist RD borrowers, providers and staff for all RD required CNA assessments for loan making and servicing. This UL includes general instructions to be used in completing the RD CNA reports, specific instructions on how to use the expected useful life tables, and a set of applicable forms including the Terms of Reference form; Systems and Conditions forms; and Evaluator's Summary forms. This new guide is now comprised of nine main sections: 1) Definitions; 2) Contract Addendum; 3) Requirements and Statement of Work (SOW) for a CNA; 4) The CNA Review Process; 5) Guidance for the Multi-Family Housing (MFH) CNA Recipient Regarding Contracting for a CNA; 6) Revising an Accepted CNA During Underwriting; 7) Updating a CNA; 8) Incorporating a Property’s Rehabilitation into a CNA; and 9) Repair and Replacement Schedule. This entire Unnumbered Letter should be made available to RD MFH property owners, applicants and CNA Providers who are or are planning to submit transactions using the MPR or any other RD RRH or FLH program loan making or servicing authorities. Only CNAs following this guidance will be accepted.
Multi-Family Housing Underwriting Background Update (pdf) - Rural Development is pleased to announce the release of Version 6.1 of its Preliminary Assessment tool. The Preliminary Assessment Tool, or PAT, serves as a portal of access for transfers of ownership, preservation, and similar transactions.
Preliminary Assessment Tools (xltm) - Version 6.2 contains a number of enhancements that will continue our efforts to simplify, streamline, and provide greater transparency to the transfer and Multi-family Preservation and Revitalization (MPR) processes for the benefit of our customers and RD field staff. Version 6.2 incorporates the provisions of the 2018 HUD Median Income. A complete summary of the updates the PAT v6.2 are detailed in the "About This Template" page.
Preliminary Assessment Tool Customer Comments and Questions (xlsx)