5.3.3.4 Scope of Work

A. All proposed work must be itemized as individual work items and descriptively listed as Critical and Non-Critical Repairs in the CNA e-Tool by the Needs Assessor preparing the CNA.

B. If and when engaged, the Architect must accurately describe the relevant repairs and alterations in drawings and specifications (plans and specs).

C. The Needs Assessor must ensure that all of the work described in the Architect’s plans and specs are accurately summarized and described as separate work items in the Critical and Non-Critical Repairs lists in the CNA e-Tool with appropriate details and characterization:[8]

1. The Needs Assessor should identify and reference specific sheets, pages, schedules or specifications that address the repair work item identified in the CNA e-Tool. This referencing should be done by entering the relevant sheet/page numbers and/or schedules as the first words in the "Comments" box on the “Recommendations Screen” in the e-Tool.

2. The comment should direct the Lender and the HUD Reviewer to the location or section of the Architect’s plans and specs where the listed work item is described, dimensioned, or otherwise detailed.

D. New LIHTC 223(f) transactions typically follow a development process significantly different from other HUD Section 223(f) refinancing/acquisition processes and HUD waives the required use of a Needs Assessor and the CNA e-Tool to describe Critical and Non-Critical Repairs. Instead, LIHTC 223(f) transactions should follow construction documentation procedures similar to substantial rehabilitation (see Section 5.6).