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HUD RHIIP Training – PH/HCV Program Basics. Learning Objectives. Explain the legal relationships of a PHA Review family types which impact rent calculation Review the program basics of calculating income, assets, allowances and deductions and rent Apply correct program terminology. Congress.
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HUD RHIIP Training – PH/HCV Program Basics Chapter 4: Basic Program Overview
Learning Objectives • Explain the legal relationships of a PHA • Review family types which impact rent calculation • Review the program basics of calculating income, assets, allowances and deductions and rent • Apply correct program terminology Chapter 4: Basic Program Overview
Congress HUDHeadquarters HUD Centers & Field Offices Local Government Local HousingAgency Governed by Board Administered by Executive Director Families and Owners Chapter 4: Basic Program Overview
PHA Structure • PHAs receive their structure and powers under state law • Public corporation w/board of directors • can be a department of a local entity • Contract with HUD under an ACC for funding to operate the PH and HCV programs Chapter 4: Basic Program Overview
PHA Structures Are Different • Vary State to State • Titles differ within PHAs • Scopes of responsibility differ • BUT . . . All agencies that operate the HCV program must follow same HUD rules, and all agencies are rated under SEMAP and… Chapter 4: Basic Program Overview
PHA Structures Are Different • All agencies that operate the Public Housing program must follow same HUD rules, and all agencies are rated under PHAS Chapter 4: Basic Program Overview
Project-based Subsidy In Public Housing, families have to live in the building which has the subsidy attached to it Chapter 4: Basic Program Overview
Legal Relationships PHA Lease Family Chapter 4: Basic Program Overview
Type of Projects • Mixed Population (Elderly & Disabled) • Elderly Only • Disabled Only • General Occupancy Chapter 4: Basic Program Overview
Tenant-Based Subsidy Families can choose their unit Chapter 4: Basic Program Overview
HUD PHA/LOCAL ENTITY HAP Contract Voucher Family Owner Assisted Lease Chapter 4: Basic Program Overview
T/F Quiz 1. HUD’s role is to pass legislation. • PHAs are created by HUD. 3. PH is tenant-based assistance. • All PHAs are a department of the city. F F F F Chapter 4: Basic Program Overview
Mandatory References • Statutes • Regulations • Public Housing: 960 and 966 • HCV: 982 • Both: Subpart 5 Chapter 4: Basic Program Overview
Mandatory References • Current Notices • Have an expiration date • May be extended • Handbooks • Forms • Often have instructions in addition to form Chapter 4: Basic Program Overview
Optional References • Guidebooks • Letters from individual HUD staff giving guidance • Notices which have expired (unless changed by mandatory reference) • Handbooks which have expired (unless changed by mandatory reference) Chapter 4: Basic Program Overview
Role of Field Office Staff • Answer questions based on mandatory references • Refer to HUD Guidebooks but make sure staff know that if the guidance is used by the PHA, it should be included in the PHA’s policy (Admin Plan or ACOP) Chapter 4: Basic Program Overview
Family ReportForm HUD-50058 Chapter 4: Basic Program Overview
Understanding the Form • The HUD-50058 is a primary document to review • Therefore, the reviewer must: • Understand each line of the form affecting income and rent calculation applicable to the program being reviewed • Know where references can be located Chapter 4: Basic Program Overview
Form HUD-50058 • Purpose is to provide HUD with data on who participates in subsidized housing programs • HUD uses data to: • Analyze the housing programs • Monitor PHAs • Detect fraud • Provide information to Congress • Provide information to other interested parties Chapter 4: Basic Program Overview
Form HUD-50058 • PHA responsibilities • Collect information • Electronically submit information to HUD • Review error analysis reports • Correct errors Chapter 4: Basic Program Overview
HUD-50058 Family Report • Agency • Action • Household • Background at Admission • Unit to Be Occupied • Assets • Income (Annual Income) Chapter 4: Basic Program Overview
HUD-50058 Family Report • Expected Income Per Year (Adjusted Income) • Total Tenant Payment • Public Housing only • Premerger Certificates (now used for project-based certificates only) • Sec 8 Voucher Rent Calculation • Section 8 Moderate Rehabilitation Program Chapter 4: Basic Program Overview
HUD-50058 Family Report • Manufactured Home Owner Renting the Space - Premerger Certificates (not used) • Sec 8 Homeownership (Vouchers) • Indian Mutual Help (IHAs only) • FSS/Welfare to Work Addendum Chapter 4: Basic Program Overview
Question • Which sections will affect income and rent calculation the most? Chapter 4: Basic Program Overview
Form HUD-50058 References PIH Home Page: www.hud.gov/offices/pih/index.cfm PIC home page: www.hud.gov/offices/pih/systems/pic/index.cfm MTCS Forum: http://chatwrite.hud.gov/pih/pihboard/mtcs/pihboard.html Guidebooks and Tools: www.hud.gov/offices/pih/systems/pic/50058/pubs/ Chapter 4: Basic Program Overview
Page Heading • At the top of every page of the HUD-50058: • The head of household’s name • The head of household’s SSN • The date modified Chapter 4: Basic Program Overview
Section 1: Agency Chapter 4: Basic Program Overview
Family Composition • Basic information about family composition and characteristics is important for: • Establishing the eligibility for admission and continued occupancy • The family’s qualifications for deductions and allowance • The appropriate unit size and type for family • The appropriate subsidy standard for the family (HCV) Chapter 4: Basic Program Overview
Section 3: Household Chapter 4: Basic Program Overview
Family Types Chapter 4: Basic Program Overview
Terms • Household • Family Chapter 4: Basic Program Overview
Definition of Family • HUD defines: • elderly family • disabled family • displaced family • Does not affect rent calculation Chapter 4: Basic Program Overview
Definition of Family • The PHA defines what groups other than the HUD-defined groups constitute a family Chapter 4: Basic Program Overview
Elderly Family • Family whose head, spouse or sole member is at least 62 years of age Chapter 4: Basic Program Overview
Disabled Family • Family whose head, spouse or sole member is a person with disabilities Chapter 4: Basic Program Overview
Live-In Aide • Person who resides in unit to care for family member who is: • disabled or • 50 years of age or more Chapter 4: Basic Program Overview
Live-In Aide Criteria • Live-in aide is: • essential to care/well being of person • not obligated for support of person • wouldn’t be living in unit except to provide necessary supportive services • Must approve as reasonable accommodation for person with disability • Live-in aide is a “household” member Chapter 4: Basic Program Overview
Employed Live-in Aide • Live-in aides can, and often do, work outside the home • Because they are not ‘family’ members, all income is excluded Chapter 4: Basic Program Overview
Social Security Number Requirements • All family members age six and over who have Social Security Numbers are required to disclose them Chapter 4: Basic Program Overview
Social Security Numbers • If family member has no social security number and they are age 6 or older, they must sign certification • Parent or guardian signs for minor Chapter 4: Basic Program Overview
Social Security Number Requirements • If family member has SSN but cannot verify, they sign certification • Individual has 60 days from date of certification to verify SSN • Elderly may be granted 60 day extension Chapter 4: Basic Program Overview
Failure to Disclose Social Security Number • Applicants - denial of assistance • Participants - termination of assistance Chapter 4: Basic Program Overview
T/F Quiz 1. Live-in aides can be employed outside the home 2. Households include live-in aides; families do not. 3. The definition for “disabled family” includes any family member who is a person with a disability T T F Chapter 4: Basic Program Overview
T/F Quiz 4. An individual has 60 days from date of certification to provide verification of their SSN 5. “Family” is defined by HUD. T F Chapter 4: Basic Program Overview
Citizenship/Eligible Immigrant C/EI Chapter 4: Basic Program Overview
Restriction on Assistance to Noncitizens • Purpose is to ensure that only citizens, nationals and eligible immigrants are assisted with HUD subsidy Chapter 4: Basic Program Overview
Citizens Eligible immigrants 62 or older Other eligible immigrants Ineligibles, including noncitizen students on student visas Eligibility for Assistance • The eligibility of each individual in the family must be established • Individuals will fall into one of these categories: Chapter 4: Basic Program Overview
Families will fall into one of these categories • All members are citizens or eligible immigrants • Some members are eligible and some are ineligible (Mixed Family) • All members are ineligible Chapter 4: Basic Program Overview
Family Categories • An ELIGIBLE family will be comprised of citizen(s), national(s) or noncitizen(s) with eligible immigration status • An INELIGIBLE family is one in which no member is a citizen, national or eligible immigrant Chapter 4: Basic Program Overview
Mixed Family • A MIXED family is comprised of citizen(s), or eligible immigrant(s), and those without citizenship or eligible immigrant status Chapter 4: Basic Program Overview