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How do I release data to HUD for my multifamily property’s Capital Needs Assessment (CNA)? Follow

As part of the CNA process, the Department of Housing and Urban Development (HUD) requires housing providers to release Portfolio Manager data for their multifamily property using one of two data requests:

As part of the CNA submission process, HUD requires housing providers to release Portfolio Manager data for their multifamily property using one of two data requests:

Housing providers will first need to make sure all property use details (floor area, number of units, etc.) and energy data across all energy types used at the property, for at least 12 consecutive calendar months, is accurately entered.

Once the data is in place, click the appropriate report link above and follow the instructions on the data request page. This process will generate a response preview by choosing the appropriate property and 12-month period ending date. Download a response preview in Excel and save it with the filename “(property name) SEP year ending (mm-dd-yyyy)” for an SEP or “(property name) SEDI projected yr ending (mm-dd-yyyy)” for an SEDI.

Please provide the file to the lender, who will then attach the file to the CNA when it is submitted per program instructions. This file should not be submitted to HUD by sending the data request within Portfolio Manager. The data request feature is used to generate an Excel-based report that will be uploaded with the CNA submission by the lender.

If you have questions it is recommended that you first contact the Portfolio Manager Help Desk. In addition, HUD has additional guidance available here, and CNA related questions can be sent to the following email address: CNAeTool@hud.gov. For general background on CNAs and HUD’s electronic CNA tool (CNA e Tool), please see HUD’s website at the following URL: CNA e-Tool Web Page.

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