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Nan McKay HCV Specialist Certification Complete Study Guide with Exam Prep 2025
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HUD ✔ Allocates funds, develops regulations and procedures, contracts with PHAs to carry them out, and monitors PHA performance & compliance. Lease ✔ The contract between a tenant and a landlord Includes: a. The names of the owner and tenant b. The address of the unit rented c. The term of the lease (initial and renewal terms) d. A specification of what utilities and appliances are to be supplied by the owner e. A specification of what utilities and appliances are to be supplied by the tenant Renews according to its terms Governs the frequency of rent increases Individuals must have legal capacity in their state in order to sign it Must have an initial term of at least a year unless the prevailing market practice differs and the PHA approves a shorter term. Lists utility responsibilities An unexecuted copy is turned in with the RFTA when the family finds a unit. HUD Notices ✔ Which of the following has a shelf life (usually one year unless extended)?
Administrative Plan ✔ HUD-required written plan that establishes local PHA policies for administering the HCV program, provides daily guidance to PHA staff, must be adopted and approved by the board, and must be submitted to HUD. · Waiting list selection and procedures · Rules for specific funding · Definition of family · Definition of continuously assisted family · Standards for termination and denial of assistance · Outreach to landlords in non-low income and non-minority concentrated areas · Subsidy standards · Definition of absence from unit · Residency requirements · Move restrictions · Informal review and hearing processes · Overpayment and repayment policies and procedures · Guidelines for inspections, screening standards and requirements · Voucher term, voucher extensions · Family break up: protocol for who receives voucher Approved by board of commissioners, submitted to HUD Voucher/HUD-52646 ✔ Contract between family and PHA. Initially issued for at least 60 calendar days. Describes family obligations Is issued at initial admission and for moves Authorizes the family to search for a unit
President ✔ Signs legislation Office of Management and Budget (OMB) ✔ Reviews HUD regs & apportion funds. State ✔ Passes legislation allowing creation of PHAs and oversees structural operation Foreclosing protection are now governed by state law Local Government ✔ Appoints board of commissioners Executes cooperation agreement for PHA services PHA ✔ Provides decent, affordable housing Administers funding according to ACC Establishes local policies Complies w/fed, state, local laws; HUD regs Affirmatively furthers fair housing Office of Public and Indian Housing (PIH) ✔ Administers and manages the Housing Choice Voucher (HCV) program HUD Field Offices ✔ Assume responsibility for day-to-day oversight of program performance and compliance. Tenant ✔ Provides income/family info to PHA Searches for housing Pays tenant portion of rent & utilities & adheres to lease requirements Cooperates with PHA in annual/biennial inspections & reexaminations Must have legal capacity under state and local law to enter into a lease
Owner ✔ Selects and screens tenants Receives HAP payments Complies with HUD/PHA requirements Maintains property Enforces lease Responsible for screening the tenant for suitability for tenancy PHA must give the owner the current and former address of the family (if known) Federally Protected Classes ✔ 1. Age
Needs to be given at briefing and any termination notices, possible termination with hearing information. Must be provided at admission and along with any notice of denial of eviction. It must be made available in multiple languages per the LEP requirement. Emergency Transfer Plan (ETP) ✔ PHAs must establish this for victims of domestic violence, dating violence, sexual assault, or stalking as part of the administrative plan. Preapplication ✔ Used when the waitlist is long Ineligibility Notices ✔ PHA must notify applicant in writing of: Reasons for determination Family's right to informal review How to arrange for an informal review Working Preference ✔ If the PHA gives working preference, the PHA must also give this preference to families whose head and spouse (or sole member) is elderly or disabled. Preference ✔ PHA established Optional Only affects the order of applicants on the waiting list Applicant Interview & Scheduling ✔ Scheduled 90 days prior to expected voucher issuance. Providing an explanation of the program and family responsibilities Assisting the applicant in completing forms and collecting documentation Setting a deadline for remaining documents to be provided Informing the applicant that a final eligibility decision will be made after the information is verified Verification of Eligibility schedule ✔ PHA must obtain no more than 60 days before initial issuance of voucher.
Portability Facts ✔ The receiving housing authority must add 30 days to the end of the initial's expiration date Billing is due not later than 90 days from the expiration date of the initial housing authority's voucher We must issue a voucher within 5-10 business days of receiving a complete port packet. When we are sending billing out to another HA, we must send the 52665/50058 within 10 business days of the change Applicant families are subject to the RHA's applicable income limit Elderly Family ✔ Family whose head, spouse, co-head, sole member is at least 62 years of age. Household ✔ PHA-approved live-in aide Foster Child Foster Adult SSN Exemptions ✔ 1. Noncontending family members
Must explain the benefits of moving to areas without high poverty to all families Must take steps to communicate with persons with disabilities as needed HUD-required voucher packet ✔ Must be given when the PHA issues a voucher for the first time. RFTA/HUD-52517 ✔ Request for tenant assistance Must be submitted with a copy of the proposed lease and Tenancy Addendum within the term of the voucher to request approval of a unit before lease up. Tenancy Approval ✔ 1) Unit is eligible
Tenancy Addendum ✔ Must be added word-for-word into the owner's lease used for unassisted tenancies (can be an attachment) Adds HUDs program requirements to the owner's lease Initial Lease Term ✔ Cannot increase rent Owner Violation ✔ If the PHA fails to pay HAP due to abatement for an owner violation, the tenant is not responsible for the amount covered by HAP and the owner may not terminate the tenancy for nonpayment of HAP. Rent Changes ✔ Owner must give PHA 60 days notice. Rent Reasonableness ✔ To assure that a fair market rent is paid and that the HCV program does not inflate rents in the community. If gross rent exceeds the payment standard, then family share may not exceed 40% of monthly adjusted income. Included in admin plan By accepting monthly HAP the owner certifies the rent to owner is not more than the rent the owner charged for comparable unassisted units. PHA required to determine:
Not required for: Gen policy issues and class grievances Est. of the utility allowance schedules Refusal to extend voucher Decision not to approve unit or lease Portability ✔ Process of leasing or purchasing a dwelling unit with tenant-based assistance outside the jurisdiction of the PHA that initially issues the family it's voucher. Portability Facts 2 ✔ A PHA: May prohibit more than one move within the PHA's jurisdiction during any one year period. May establish a policy to prohibit moves during the initial lease term. May prohibit more than one move outside of the PHA's jurisdiction during any one year period. Must permit portability if a family moved in violation of the lease due to DV. If neither the head or spouse already had a legal residence in the PHA's jurisdiction at the time the family first applied for assistance with the PHA, during the12-month period from the time the family is admitted to the program: The family may lease a unit anywhere in the PHA's jurisdiction The family does not have a right to portability The initial PHA may choose to allow portability during this Period if the receiving PHA agrees Improper denial may result in admin fee reductions HUD-52665 ✔ Family Portability Information Form Send copy of voucher, income verification, and this Used for Porting the Voucher. Part I is to be completed by the IHA. Part II is completed by RHA.
HUD-50058 ✔ Family Report Purpose:
Student Rule Exemptions ✔ Enrolled in an institution of higher education Under 24 Doesn't live with his/her parents Not married Not a veteran No children HUD-5382 ✔ Certification of VAWA alternative form Alternative form for VAWA Documentation HUD-92006 ✔ Supplemental and Optional Contact Info Emergency Contact. Must be completed at briefing. SSN Verification ✔ Declaration 214 An original SSN card issued by the SSA An original SSA-issued document, which contains the name and the SSN of the individual An original document issued by any federal, state, or local government agency, which contains the name and SSN of the individual Once a baby is born the family has 90 days to disclose the baby's SSN (can extend another 90 days then terminate)
30 Days ✔ HOTMA - PHAs may approve tenancy, execute HAP, make payments for units that fail initial inspection if deficiencies are not "life-threatening" but the owner has 30 days after notification to correct the failed items. Portability - The RHA must add 30 days to the end of the initial's expiration date IHA Must make payment for initial billing within 30 days of receipt of Part II of 52665. 60 Days ✔ Owner to PHA Rent Changes PHA may pay the owner retroactively if the HAP contract is executed within 60 days of the beginning of the lease term. Voucher initially issued for at least 60 calendar days. Verification of eligibility PHA must obtain no more than 60 days before initial issuance of voucher. Third-party verification re-exam Any HAP contract executed more than 60 calendar days from the beginning of the lease term is void, and the PHA may not pay any HAP to the owner. 90 Days ✔ Interview Scheduled 90 days prior to expected voucher issuance. Portability Billing is due not later than 90 days from the expiration date of the initial housing authority's voucher RHA Initial billing from the RHA is due to the IHA: 10 days from the execution of the HAP contract 90 days from the expiration of the IHA's voucher
Moving ✔ If a family moves to a new unit, the term of the assisted lease for the new assisted unit may begin during the month the family moves out of the old unit. If the family vacates the unit without notice to owner, the owner may keep HAP for the month in which the family moved Rent Increases ✔ The notice period for an owner rent increase to the PHA is 60 days. The notice period for an owner rent increase to the family is Governed by the owner's lease The notice period the PHA gives the family when an owner increases rent is Determined by PHA policy HQS Violations ✔ HQS violations caused by the family must be corrected by the family HQS violations caused by the owner must be corrected by the owner Life threatening HQS violations must be corrected within 24 hours Non-life threatening HQS violations must be corrected within 30 days or PHA approved extension Mandatory Interim Reexaminations ✔ 1) Family requests an interim for a change in family composition