A.4.1.2.2 Tabs and File Names

A. The original and hard copy of the application should be tabbed according to the tab numbering protocol on the applicable checklist below. The electronic copy should also be organized with a folder structure matching the tab numbering system.

B. Create as many additional Section 5: Mortgage Credit folders as needed for Principals, the General Contractor, and/or Management Agent, and include the entity’s or individual’s name in the folder name.

C. Electronic files for each exhibit should be named according to the file naming convention specified in the checklist (see the “File Name” column). If additional files must be included, please follow the guidelines below for file names:

1. Use no more than 40 characters;

2. Avoid using special characters (e.g., \ / : * ? " < > | # { } % ~ &);

3. Avoid using spaces; use an underscore (“_”) or hyphen (“-“) instead;

4. Avoid adding the FHA # to the file name, as it only adds characters.

D. For example: Instead of “Tab 1-2.A. HUD-92013-A Lender’s Underwriter’s Narrative 171-22000” (65 characters), use “1-2A_LndrNarr” (only 13 characters).

E. See below in each section for screenshots of the checklist. Microsoft Excel versions of the below application checklists can be downloaded at: https://www.hud.gov/program_offices/administration/hudclips/guidebooks/hsg-GB4430.