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Enhanced Vouchers HCV Exec Mgmt 4/22/2017

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Presentation on theme: "Enhanced Vouchers HCV Exec Mgmt 4/22/2017"— Presentation transcript:

1 Enhanced Vouchers HCV Exec Mgmt 4/22/2017
Copyright 2005 by Nan McKay & Associates, Inc.

2 Housing Conversion Actions
HCV Exec Mgmt 4/22/2017 1-7 Housing Conversion Actions HUD provides tenant-based rental assistance to assist residents affected by Owner Actions Actions taken by HUD’s Office of Multi-family Housing Programs Copyright 2005 by Nan McKay & Associates, Inc.

3 Housing Conversion Actions
HCV Exec Mgmt 4/22/2017 Housing Conversion Actions The type of event dictates the type of rental assistance provided HUD makes the determination Could result in families being given HCV (traditional vouchers), or Enhanced vouchers Copyright 2005 by Nan McKay & Associates, Inc.

4 Housing Conversion Actions
1-7 thru 1-9 Housing Conversion Actions Preservation Prepayment Section 8 Opt-Outs HUD Enforcement Action Property Disposition

5 Housing Conversion Actions
1-7 Housing Conversion Actions Preservation Prepayment: Owner prepays HUD insured mortgage, or Terminates mortgage insurance No rent or income limitations on the project Eligible residents receive Enhanced Vouchers

6 Part 3: Key Players: An Overview of Roles
HCV Exec Mgmt 4/22/2017 1-10 Part 3: Key Players: An Overview of Roles Owner HUD Family Agency Copyright 2005 by Nan McKay & Associates, Inc.

7 HUD’s Role HUD’s Office of Multifamily Housing
HCV Exec Mgmt 4/22/2017 1-10 HUD’s Role HUD’s Office of Multifamily Housing Primary contact for owners during the conversion process Responsibilities include: Determining if owner has the right to prepay Ensuring owner fulfills the responsibilities throughout the process Copyright 2005 by Nan McKay & Associates, Inc.

8 HUD’s Role Office of Public Housing
HCV Exec Mgmt 4/22/2017 HUD’s Role Office of Public Housing Selects PHA to administer the tenant-based assistance Provide technical assistance and guidance Serves as the PHA point-of-contact Copyright 2005 by Nan McKay & Associates, Inc.

9 Owner’s Role Comply with proper notice requirements
HCV Exec Mgmt 4/22/2017 1-11 Owner’s Role Comply with proper notice requirements Meet with tenants to explain process Provide tenant information to PHA Execute new lease with the families Comply with the HAP contract Copyright 2005 by Nan McKay & Associates, Inc.

10 PHA Role Screen families Certify families eligibility
HCV Exec Mgmt 4/22/2017 PHA Role Screen families Certify families eligibility Conduct rent reasonableness Conduct HQS Inspections Approve units for leasing Execute HAP contracts Copyright 2005 by Nan McKay & Associates, Inc.

11 Family’s Role Family chooses whether to:
HCV Exec Mgmt 4/22/2017 Family’s Role Family chooses whether to: Accept preservation voucher (stay in unit) or Move with a regular voucher Provide necessary information to PHA Copyright 2005 by Nan McKay & Associates, Inc.

12 Preservation Prepayment
1-14 & 1-15 Preservation Prepayment Eligibility event date Effective date of the prepayment Date the owner prepaid mortgage or terminated mortgage insurance Target date Date owner can increase rent after prepayment 60 days after the effective date to the prepayment

13 Special Fees Fees for extraordinary costs:
HCV Exec Mgmt 4/22/2017 1-16 Special Fees Fees for extraordinary costs: $200 per unit occupied on the eligibility event date (multifamily conversion only) Compensates PHAs for increased costs: Overtime paid to staff Temporary services Owner outreach Informational meetings, interviews, briefings Copyright 2005 by Nan McKay & Associates, Inc.

14 Tenant-based Program Issues
HCV Exec Mgmt 4/22/2017 1-18 Tenant-based Program Issues Copyright 2005 by Nan McKay & Associates, Inc.

15 Initial and Subsequent Use
HCV Exec Mgmt 4/22/2017 1-18 Initial and Subsequent Use All enhanced or non-enhanced vouchers provided for a housing conversion action are ‘special admission vouchers’ Must be used first to assist HUD listed, specific families ‘Left over’ vouchers may be used by the PHA to assist families on the PHA waiting list These vouchers are regular HCV, not enhanced vouchers Copyright 2005 by Nan McKay & Associates, Inc.

16 Tenant-based Nature of Assistance
HCV Exec Mgmt 4/22/2017 Tenant-based Nature of Assistance Owner has no guarantee that any tenant-based assistance will be used at the property Families may elect to move from the property with voucher Families may move under portability Copyright 2005 by Nan McKay & Associates, Inc.

17 PHA Screening of Families
By agreeing to administer the special admission voucher, PHAs are not relinquishing their authority to screen potentially eligible families May deny admission in accordance with the regulations and PHA policies

18 PHA Screening of families
Policies for screening and denial of admission must be the same as those used for waiting list admissions However, repayment agreements are encouraged by HUD if the sole reason for denial is that the family owes the PHA money

19 PHA Screening of Families
If family is ineligible as result of the interview or verification PHA must notify the applicant of: Reasons why ineligible Right and how to request informal review

20 Determining Tenant Income
HCV Exec Mgmt 4/22/2017 1-19 Determining Tenant Income PHA may use owner’s most recent family income examination if: Owner’s current certification is no more than six months old, as of voucher issuance date, and PHA determines owner certifications are acceptable after reviewing small sample for accuracy Copyright 2005 by Nan McKay & Associates, Inc.

21 Determining Tenant Income
HCV Exec Mgmt 4/22/2017 Determining Tenant Income If PHA uses owner’s certification, annual reexamination requirements must be met Annual reexamination must be completed within one year from date owner certification completed Not date owner certification accepted Copyright 2005 by Nan McKay & Associates, Inc.

22 Owner Certifications Reexamination date if Owner Certifications used
HCV Exec Mgmt 4/22/2017 Owner Certifications Reexamination date if Owner Certifications used Owner Certification Date 2/1/07 Eligibility Event Date 5/15/07 PHA Voucher Issued 6/1/07 Lease up Date /1/07 Reexamination Date 2/1/08 Copyright 2005 by Nan McKay & Associates, Inc.

23 HCV Exec Mgmt 4/22/2017 Owner Certifications If owner certifications not used, regular rules apply Eligibility Event Date 5/15/07 PHA Voucher Issued 6/1/07 Lease up Date 8/1/07 Reexamination Date /1/08 Copyright 2005 by Nan McKay & Associates, Inc.

24 Voucher Issuance Voucher issued in accordance with PHA policy
HCV Exec Mgmt 4/22/2017 Voucher Issuance Voucher issued in accordance with PHA policy Regular PHA subsidy standards apply HUD encourages PHA to provide families with maximum search time reasonably required to locate housing Copyright 2005 by Nan McKay & Associates, Inc.

25 PHA Tenancy Approval To begin lease-up process, PHA receives:
Request for Tenancy Approval (RFTA) Copy of the owner’s unexecuted lease with tenancy addendum attached

26 PHA Tenancy Approval Unit must be eligible Unit must have passed HQS
Lease must include the tenancy addendum Rent must be reasonable Rent must be affordable (regular voucher) Does not apply to enhanced voucher

27 PHA Tenancy Approval Standard Rent Reasonableness policies apply
HCV Exec Mgmt 4/22/2017 PHA Tenancy Approval Standard Rent Reasonableness policies apply PHA uses methodology from admin plan The rent to owner is not more than the rent charged for: Comparable units in the private unassisted market Comparable unassisted units in the premises Copyright 2005 by Nan McKay & Associates, Inc.

28 PHA Tenancy Approval Rent Reasonableness
HCV Exec Mgmt 4/22/2017 1-20 PHA Tenancy Approval Rent Reasonableness Based on “as is” condition of the unit and premises If the rent is not reasonable, the family will have to move to benefit from the voucher assistance Family may not choose to pay unreasonable amount out of pocket Copyright 2005 by Nan McKay & Associates, Inc.

29 PHA Tenancy Approval Housing Quality Standards (HQS)
HCV Exec Mgmt 4/22/2017 PHA Tenancy Approval Housing Quality Standards (HQS) The PHA must inspect the unit and ensure it meets HQS May not make HAP payments to cover any period prior to the date the unit passes HQS No HQS exceptions Copyright 2005 by Nan McKay & Associates, Inc.

30 Contract Execution Preservation prepayment:
HCV Exec Mgmt 4/22/2017 Contract Execution Preservation prepayment: For families staying at the project, the HAP contract may not be executed for a lease term effective prior to the target date 60 days after effective date of prepayment For families moving from the property, the PHA may execute HAP contracts effective prior to the target date Copyright 2005 by Nan McKay & Associates, Inc.

31 Contract Execution HAPC must be executed no later than 60 days from beginning of the lease term PHA may not pay HAP until HAPC executed If within 60 days of lease term, pay retroactively If not executed within 60 days, contract is void and cannot pay owner

32 Part 6: Enhanced Vouchers
HCV Exec Mgmt 4/22/2017 1-22 Part 6: Enhanced Vouchers Copyright 2005 by Nan McKay & Associates, Inc.

33 Enhanced Vouchers Eligibility
HCV Exec Mgmt 4/22/2017 Enhanced Vouchers Eligibility On the eligibility event date, the family must be Residing in the property, and Income eligible Copyright 2005 by Nan McKay & Associates, Inc.

34 Income Limits Low Income 80% of median Very Low Income 50% of median
Moderate Income 95% of median Low Income 80% of median Very Low Income 50% of median Median income for the area is determined by HUD

35 Enhanced Vouchers Preservation Eligibility
HCV Exec Mgmt 4/22/2017 Enhanced Vouchers Preservation Eligibility Income eligible Low-income family (80% or less) Moderate-income families (95% or less) will qualify if they are: Elderly or disabled families, or Residing in a low vacancy area 3% or less vacancy rate HUD local office will determine Copyright 2005 by Nan McKay & Associates, Inc.

36 Opt-Out after Prepayment
1-23 Opt-Out after Prepayment Properties where prepayment preceded the owner opt-out Special eligibility rules, family must: Reside in a unit covered by the expiring contract Reside in the property on the effective date of the prepayment Meet income requirements for prepayment

37 Enhanced Vouchers and Income Targeting
Income targeting requirements do not apply to enhanced voucher admissions Admission of these families is not counted in determining compliance with income targeting

38 Family Eligibility No Initial HAP
1-24 Family Eligibility No Initial HAP PHA must keep records on file if family is income-eligible for enhanced voucher, and There is no initial HAP (TTP exceeds gross rent), and The family wishes to remain in the project

39 Family Eligibility No Initial HAP
If family income decreases or rent increases within 3 years of eligibility event PHA will execute a HAP contract PHA must inform family of 3-year period Family is responsible to contact PHA if situation changes When a voucher is available, eligible family will receive the voucher

40 Preservation Prepayments
Assisted and unassisted families may be eligible for enhanced voucher assistance Unassisted families are residents of a preservation property Assisted families are residents, but are receiving tenant based assistance

41 Definitions Stayers: Movers:
HCV Exec Mgmt 4/22/2017 Definitions 1-25 Stayers: Eligible families use their tenant-based assistance to remain in the project Movers: Eligible families take their tenant-based assistance and move out of the project Copyright 2005 by Nan McKay & Associates, Inc.

42 Enhanced Voucher Assistance
HCV Exec Mgmt 4/22/2017 1-25 Enhanced Voucher Assistance Enhanced voucher assistance is subject to most normal voucher program rules Special requirements Payment standard Family unit size limitation Enhanced minimum rent requirement Copyright 2005 by Nan McKay & Associates, Inc.

43 HCV Exec Mgmt 4/22/2017 Payment Standards Special Payment Standards are used for Enhanced Voucher family staying in the unit Payment standard (12j) = the greater of Payment standard or the (new) gross rent If gross rent is less than PHA’s Payment Standard, the regular payment standard rules apply Copyright 2005 by Nan McKay & Associates, Inc.

44 Enhanced Voucher Payment Standard
HCV Exec Mgmt 4/22/2017 Enhanced Voucher Payment Standard Payment standard for enhanced voucher stayers Two bedroom unit Rent = $650, UA = $50 Gross Rent = $700 PHA’s payment standard = $625 Payment Standard is? $700 Copyright 2005 by Nan McKay & Associates, Inc.

45 Enhanced Payment Standard
1-26 Enhanced Payment Standard If gross rent increases, enhanced payment standard may increase PHA must identify family as an enhanced voucher family even if initial gross rent does not exceed regular payment standard Enhanced payment standard may apply due to subsequent rent increases

46 Learning Activity: 1 Enhanced Voucher Payment Standard Page 1-30

47 Enhanced Voucher Requirements for Over-Housed Families
1-26 Enhanced Voucher Requirements for Over-Housed Families

48 HCV Exec Mgmt 4/22/2017 Over-housed families Enhanced voucher size is issued based on PHA’s subsidy standards Not the actual size of the family’s unit If the bedroom size of the family’s unit exceeds the enhanced voucher size the family is overhoused Copyright 2005 by Nan McKay & Associates, Inc.

49 HCV Exec Mgmt 4/22/2017 Over-housed families If an overhoused family wishes to stay in the project with enhanced voucher assistance, PHA must: Notify the owner that the family is in an oversize unit Inform the owner of the appropriate size under the PHA’s subsidy standards Copyright 2005 by Nan McKay & Associates, Inc.

50 HCV Exec Mgmt 4/22/2017 Over-housed families The owner will identify all appropriate size units available Family must move to an available unit that is the appropriate size Unit must meet program requirements including rent reasonableness and HQS Copyright 2005 by Nan McKay & Associates, Inc.

51 Over-housed families If family moves: If family refuses to move:
HCV Exec Mgmt 4/22/2017 1-27 Over-housed families If family moves: Lease and HAP contract are executed Enhanced voucher HAP calculation based on gross rent of appropriate sized unit If family refuses to move: HAP calculation based on regular voucher subsidy formula Family responsible for amount of gross rent above HAP Copyright 2005 by Nan McKay & Associates, Inc.

52 Over-housed families If no appropriate size units available
HCV Exec Mgmt 4/22/2017 1-28 Over-housed families If no appropriate size units available PHA will execute a HAP for the oversized unit Family’s enhanced voucher subsidy calculation will be based on the gross rent of the oversized unit Until an appropriate size unit is available Copyright 2005 by Nan McKay & Associates, Inc.

53 Over-housed families When an appropriate unit becomes available
HCV Exec Mgmt 4/22/2017 Over-housed families When an appropriate unit becomes available Owner must immediately notify family and PHA Family must move in order to continue to receive enhanced voucher assistance Copyright 2005 by Nan McKay & Associates, Inc.

54 Over-housed families If the family moves If the family refuses to move
HCV Exec Mgmt 4/22/2017 Over-housed families If the family moves Lease and HAP contract are executed Enhanced voucher HAP calculation based on the gross rent of the appropriate sized unit If the family refuses to move HAP calculation based on regular voucher subsidy formula Family responsible for amount of gross rent above HAP Copyright 2005 by Nan McKay & Associates, Inc.

55 HCV Exec Mgmt 4/22/2017 Over-housed families If an enhanced voucher family subsequently becomes overhoused Decrease in family size or change in family composition Policies regarding overhoused voucher families apply Copyright 2005 by Nan McKay & Associates, Inc.

56 1-29 Over-housed families If there are more overhoused families than appropriate size units, PHA determines who moves Use of lottery system; or Consider family circumstances Age Frailty of family members

57 Over-housed families If family moves out of project, the voucher becomes a Housing Choice Voucher

58 Enhanced Voucher Minimum Rent for Stayers
1- 31 Enhanced Voucher Minimum Rent for Stayers

59 Minimum Rent for Stayers
This minimum rent is different than the PHA’s minimum rent set between $0 - $50 Enhanced voucher families must pay no less in rent than what was being paid on eligibility event date

60 Section 9: TTP HCV Exec Mgmt 4/22/2017
Household includes everyone who lives in the unit Family includes all household members except live-in aides and foster children Member number 01 is Head of household Member number 02 is spouse or co-head. If no spouse or co-head, list other household members RELATION CODES S = Spouse, the marriage partner of the head of household K = Co-head, an individual equally responsible for the lease. A household may have either a spouse or a co-head, but never both. F = Foster child/adult Y = Other youth under 18 E = Full-time student 18+ (other than head, spouse, co-head, foster individual) who is considered full-time by the attended educational institution. The institution may be a vocational school with a diploma/certificate program, or a degree-granting institution) L = Live-in aide: A person who lives with a disabled, elderly, or near-elderly person who is Determined to be essential to the care and well-being of the person Not obligated for the support of the person Would not be otherwise living in the unit except to provide the needed care. Note that the children of a live-in aide are also coded as L A = Other adult 3i = individual U.S. citizenship status 3j = disability meeting HUD’s definitions 3k = race 3m = ethnicity 3n = SSN: normally the 9 digit SSN issued by the Social Security Administration. (For individuals not possessing SSNs: as of 6/25/02, instructions to agencies are to use nine 9s. This rejects when transmitted. Announced update states Copyright 2005 by Nan McKay & Associates, Inc.

61 Minimum Rent for Stayers
HCV Exec Mgmt 4/22/2017 Minimum Rent for Stayers Unassisted residents of preservation project Enhanced Voucher Minimum Rent = Gross Rent (rent + utility allowance) at time owner pre-paid Rent $325 Utility Allowance Enhanced Voucher Minimum Rent = $350 Copyright 2005 by Nan McKay & Associates, Inc.

62 Minimum Rent for Stayers
Assisted families under a project-based contract Enhanced voucher minimum rent = Total Tenant Payment (TTP) as of event date

63 Minimum Rent for Stayers
Assisted families under voucher program Enhanced voucher minimum rent = Family share as of event date TFC (Total Family Contribution) is old term for family share

64 Total Family Share 750 680 20 700 700 400 300 400 300 380

65 Minimum Rent for Stayers Recap
So, Minimum Rent is Unassisted family: Gross Rent, on event date PB assisted family: TTP, on event date HCV assisted family: Family Share, on event date Enhanced voucher minimum rent continues as long as the enhanced voucher family continues to reside at the property

66 HCV Exec Mgmt 4/22/2017 1-32 HCV Assisted Families Residents receiving HCV assistance on date of preservation prepayment may choose Enhanced Voucher if: Family meets income requirements on date of eligibility event Rent increases comply with lease and regs New gross rent is reasonable Family stays in the unit Copyright 2005 by Nan McKay & Associates, Inc.

67 HCV Exec Mgmt 4/22/2017 HCV Assisted Families If HCV family chooses NOT to accept enhanced voucher assistance All regular HCV rules continue to apply Copyright 2005 by Nan McKay & Associates, Inc.

68 HCV Exec Mgmt 4/22/2017 HCV Assisted Families Why would a HCV family choose an Enhanced Voucher? Payment Standard = new gross rent Example: PHA Payment Standard = $500 New Gross Rent = $575 Enhanced Voucher Payment Standard = $575 Family will pay $75 less; PHA will pay $75 more Copyright 2005 by Nan McKay & Associates, Inc.

69 Enhanced Voucher Funding
HUD will use funds appropriated for enhanced voucher assistance to amend the existing ACC to cover additional subsidy cost No new enhanced vouchers are provided

70 Tenant Protection Funds
Not in text Tenant Protection Funds $200,000,000 funded Significant change is that HUD will fund every unit that was occupied during any part of the 24 months prior to the eligibility event Previously only funded units occupied at that time Applies to any tenant protection actions funded from 2008 appropriations

71 Significant Decline in Family Income
HCV Exec Mgmt 4/22/2017 1-35 Significant Decline in Family Income Effect on Enhanced Voucher Minimum Rent If Enhanced Voucher family experiences a 15% + decrease in family’s gross income from eligibility event date A new enhanced voucher minimum rent must be calculated Copyright 2005 by Nan McKay & Associates, Inc.

72 Significant Decline in Family Income
HCV Exec Mgmt 4/22/2017 Significant Decline in Family Income Oh, my….. How to figure out a decrease of 15% Copyright 2005 by Nan McKay & Associates, Inc.

73 Significant Decline in Family Income
HCV Exec Mgmt 4/22/2017 Significant Decline in Family Income SUGGESTION: Calculate ‘threshold’ at time of enhanced voucher eligibility determination What is family’s gross monthly income at time of eligibility event date? $1,000 (gross monthly income at event date) Copyright 2005 by Nan McKay & Associates, Inc.

74 Significant Decline in Family Income
HCV Exec Mgmt 4/22/2017 Significant Decline in Family Income Either: Multiply Old Gross monthly income by .15 (15%) $ 1,000 x .15 = $150 (threshold) Then check: did gross monthly income decrease by at least $150? Copyright 2005 by Nan McKay & Associates, Inc.

75 Significant Decline in Family Income
HCV Exec Mgmt 4/22/2017 Significant Decline in Family Income Or… Multiply Old Gross monthly income by .85 (85%) $ 1,000 x .85 = $850 (threshold) Check: Is the family’s gross monthly income $850 or less? Copyright 2005 by Nan McKay & Associates, Inc.

76 Significant Decline in Family Income
HCV Exec Mgmt 4/22/2017 Significant Decline in Family Income If gross monthly income meets threshold Then new minimum rent percentage (%) must be calculated Copyright 2005 by Nan McKay & Associates, Inc.

77 Significant Decline in Family Income
Enhanced Voucher Minimum rent changes from a dollar amount to a specific percentage Will not revert back to a dollar amount

78 Learning Activity: 2 Significant Decline in Family Gross Income
Page 1-36

79 Minimum Rent after Significant Decline
HCV Exec Mgmt 4/22/2017 1-37 Minimum Rent after Significant Decline Unassisted Families: Enhanced Voucher Minimum rent is greater of: The percentage of adjusted monthly income paid for gross rent on eligibility event, or 30% of the family’s current adjusted monthly income Copyright 2005 by Nan McKay & Associates, Inc.

80 Minimum Rent after Significant Decline
HCV Exec Mgmt 4/22/2017 Minimum Rent after Significant Decline Assisted Families: Enhanced Voucher Minimum rent is greater of : The percentage of adjusted monthly income paid for TTP or total family share on eligibility event, or 30% of the family’s current adjusted monthly income Copyright 2005 by Nan McKay & Associates, Inc.

81 Minimum Rent after Significant Decline – Recap
Enhanced Voucher Minimum rent becomes the greater of: 30% of family’s adjusted monthly income, or % of monthly adjusted income paid for Gross rent (unassisted) TTP (Project base assisted) Family Share/TFC (HCV assisted) on eligibility event date

82 Converting Enhanced Voucher Minimum Rent to a Percentage
HCV Exec Mgmt 4/22/2017 Converting Enhanced Voucher Minimum Rent to a Percentage Step 1: Determine percentage of adjusted monthly income family was paying for: Gross rent TTP, or Family share On the eligibility event date Copyright 2005 by Nan McKay & Associates, Inc.

83 Converting Enhanced Voucher Minimum Rent to a Percentage
HCV Exec Mgmt 4/22/2017 Converting Enhanced Voucher Minimum Rent to a Percentage Step 1: Example $400 (gross rent, TTP or family share) $1,000 adjusted monthly income $400 / $1000 = = 40% 40% of adjusted monthly income was paid for gross rent, TTP or family share so. . . 40% of adjusted monthly income is now the enhanced voucher minimum rent percentage Copyright 2005 by Nan McKay & Associates, Inc.

84 Converting Enhanced Voucher Minimum Rent to a Percentage
HCV Exec Mgmt 4/22/2017 Converting Enhanced Voucher Minimum Rent to a Percentage Step 2: Determine which percentage is greater: Percentage of adjusted monthly income at eligibility event date, or 30% of the family’s current adjusted monthly income Copyright 2005 by Nan McKay & Associates, Inc.

85 Converting Enhanced Voucher Minimum Rent to a Percentage
HCV Exec Mgmt 4/22/2017 Converting Enhanced Voucher Minimum Rent to a Percentage Copyright 2005 by Nan McKay & Associates, Inc.

86 EV Minimum Rent - Family Assisted on eligibility event
HCV Exec Mgmt 4/22/2017 EV Minimum Rent - Family Assisted on eligibility event Step 3: Apply % to find Enhanced Voucher Minimum Rent Family had a 25% decrease in GROSS income $750 (adjusted monthly income) x (minimum rent percentage) $300 $300 is new enhanced voucher minimum rent Copyright 2005 by Nan McKay & Associates, Inc.

87 Section 9: TTP 750 50 9d x .40 300 HCV Exec Mgmt 4/22/2017
Household includes everyone who lives in the unit Family includes all household members except live-in aides and foster children Member number 01 is Head of household Member number 02 is spouse or co-head. If no spouse or co-head, list other household members RELATION CODES S = Spouse, the marriage partner of the head of household K = Co-head, an individual equally responsible for the lease. A household may have either a spouse or a co-head, but never both. F = Foster child/adult Y = Other youth under 18 E = Full-time student 18+ (other than head, spouse, co-head, foster individual) who is considered full-time by the attended educational institution. The institution may be a vocational school with a diploma/certificate program, or a degree-granting institution) L = Live-in aide: A person who lives with a disabled, elderly, or near-elderly person who is Determined to be essential to the care and well-being of the person Not obligated for the support of the person Would not be otherwise living in the unit except to provide the needed care. Note that the children of a live-in aide are also coded as L A = Other adult 3i = individual U.S. citizenship status 3j = disability meeting HUD’s definitions 3k = race 3m = ethnicity 3n = SSN: normally the 9 digit SSN issued by the Social Security Administration. (For individuals not possessing SSNs: as of 6/25/02, instructions to agencies are to use nine 9s. This rejects when transmitted. Announced update states 9d x .40 300 Copyright 2005 by Nan McKay & Associates, Inc.

88 Learning Activity: 3 Page 1- 38
HCV Exec Mgmt 4/22/2017 Learning Activity: 3 Page 1- 38 $$$$ to %%%% Does anyone have a calculator Copyright 2005 by Nan McKay & Associates, Inc.

89 Learning Activity: 4 Page 1- 40
HCV Exec Mgmt 4/22/2017 Learning Activity: 4 Page 1- 40 OK… I think I’m ready for another one. Decrease in family monthly income, new minimum rent? Copyright 2005 by Nan McKay & Associates, Inc.

90 Calculating Total HAP for Stayers
HCV Exec Mgmt 4/22/2017 1-41 Calculating Total HAP for Stayers Gross rent for the unit minus TTP (greater of): 30% of adjusted monthly income 10% of gross monthly income Welfare rent in “as paid” states PHA minimum rent Enhanced voucher minimum rent Copyright 2005 by Nan McKay & Associates, Inc.

91 Learning Activity: 5 Calculating HAP for Stayers Page 1-42
HCV Exec Mgmt 4/22/2017 Learning Activity: 5 Calculating HAP for Stayers Page 1-42 Copyright 2005 by Nan McKay & Associates, Inc.

92 HCV Exec Mgmt 4/22/2017 Learning Activity: 6 Enhanced Voucher Subsidy Calculations on the HUD-50058 Page 1-43 Copyright 2005 by Nan McKay & Associates, Inc.

93 HCV Exec Mgmt 4/22/2017 Changes in Family Size If unit becomes overcrowded due to increase in family size: Family must move to continue voucher assistance PHA Must assist family in housing search Must terminate HAP contract if family refuses acceptable unit Copyright 2005 by Nan McKay & Associates, Inc.

94 HCV Exec Mgmt 4/22/2017 Changes in Family Size If unit becomes overcrowded due to increase in family size: Enhanced Voucher rules apply if family moves to larger unit in project HCV rules apply if family moves out of project Copyright 2005 by Nan McKay & Associates, Inc.

95 Changes in Family Size Family size decreases:
HCV Exec Mgmt 4/22/2017 Changes in Family Size Family size decreases: If family moves to appropriate unit size in the project enhanced voucher assistance continues If family refuses to move to appropriate unit size in the project regular HCV rules apply Family responsible for amount of the gross rent not covered by HAP Copyright 2005 by Nan McKay & Associates, Inc.

96 Regular Rules For Movers
HCV Exec Mgmt 4/22/2017 Regular Rules For Movers Family moves from project at any time Housing Choice Voucher rules apply No enhanced payment standard No enhanced voucher minimum rent Copyright 2005 by Nan McKay & Associates, Inc.

97 Part 7: Enhancements Part 8: Conversion of HCV to Enhanced Vouchers
HCV Exec Mgmt 4/22/2017 Part 7: Enhancements Part 8: Conversion of HCV to Enhanced Vouchers Information is in book Copyright 2005 by Nan McKay & Associates, Inc.

98 Additional Tools in Book
Developing an Action Plan for Housing Conversion Actions Chart: Differences Between Preservation and Opt-out Flow of Your Housing Conversion Action


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