Summary of Revisions:

Chapter Subject
3.12 Cure of non-compliance (HOTMA)
3.13 Definition of a Person with a Disability Under Federal Civil Rights Laws
5.1 Qualifications for Admission
5.3 Family Definition
5.3.4 Foster Adult
5.3.5 Foster Child
6.1 Jointly owned assets,
6.1.1 Earned Income

Day Laborer

Independent Contractor

Seasonal Worker

6.1.2 Unearned Income
6.2 Replace 6.2 EID Policy with Non-Recurring Income

Excluded Income

6.3 Definition of Income

Asset owned by business entity

6.4 Net Family Assets
6.5 Asset Limitations;
6.6.1 Asset Limitations;
6.7 Imputing Income from Assets
6.7.1 Passbook Rate
6.15 Real Property, Personal Property, Other Capital Investments
6.15.1 Trusts
6.15.2 Trusts as Net Family Assets
6.15.3 Actual Income from a Trust
6.15.4 Trust Distributions and Annual Income
6.16 Exemptions to the Real Property Restriction in the Asset Limitation
6.17 Suitability of Real Property for Occupancy
6.18 Necessary and Non-Necessary Personal Property
6.19 Assets with negative equity
6.21 Excluded Assets;
6.22 6.22- Deductions from Income

Consumer Price Index–Urban Wage Earners and Clerical Workers (CPI–W)

Unreimbursed Health and Medical Care Expenses and Reasonable Attendant Care and Auxiliary Apparatus Expenses Deduction

Unreimbursed Reasonable Attendant Care and Auxiliary Apparatus Expenses

Phased-In Relief

Phased-in Relief Timing Table

Phased-in Relief Outcomes According to Family’s Status in Program for Multifamily Housing Program

General Relief

Child-Care Expenses Deduction and Hardship Exemption to Continue Child-Care Expenses Deduction

Policy for Determination of the Family’s inability to Pay Rent

Allowable Childcare Activities and Expenses

Family Notification of Hardship Exemption

Extension of Hardship Exemption for Additional 90-Day Period(s)

Additional (Permissive) Deduction

6.27 Minimum Rent and Hardship Exemptions

Hardship Exemptions for Health and Medical Care Expenses and Reasonable Attendant Care and Auxiliary Apparatus Expenses

10.1 Authorization for the Release of Information (Form HUD–9886)
10.1.1 Timing of Completing Form HUD–9886
10.1.2 Revocation of Consent
10.2 Methods of Verification

Mandatory and Discretionary Use of EIV

10.3.1 Lack of Social Security Documentation
10.5 Verification of Income

Zero Income Verification

10.6 Verification of Assets
11.1 Annual Re-Certifications

Reexamination (Streamlined Income Determinations)

11.2 Interim Re-Certifications

Overview of Calculating Annual Income at Annual Reexamination

11.3 Interim Recertifications

Interim Changes to Family Circumstances

Interim Changes Not Reported Timely

Interim Re-certification Effective Dates

11.3.1 Interim Reexamination for Decrease in Adjusted Income
11.3.2 Interim Reexamination for Increase in Adjusted Income
11.3.3 Interim Reexamination for Decrease in Family Size
11.3.4 Non-Interim Transaction for Decrease in Family Size
11.7 Special Considerations for Terminating Assistance or Evicting Families for Non-Compliance with the Asset Limitation
14.1 Mandatory Denial or Termination
17.7 HOTMA Changes That Impact FSS Programs – Interim Reexaminations
19.21 Special Considerations for Terminating Assistance or Evicting PBV Families for Non-Compliance with the Asset Limitation
Appendix C Exclusions from Net Family Assets
Appendix D Income Exclusion Definitions
Appendix E Consumer Price Index – Urban Wage Earners And Clerical Workers (CPI-W) Items

Updated 2024 Plan, as approved 6/26/24,  is linked and available in PDF format on

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