Knowledge Center

Welcome to the Knowledge Center. This site was created to be a resource to Owners, Agents and Contract Administrators working to improve housing for California communities.

This section contains helpful links to CAHI and HUD Handbooks, Forms and Notices to help and assist you in administering the HUD Multifamily Housing Section 8 Project-Based Program. Please bookmark this page and return to it frequently. 

If you have any questions or suggestions for additional information you would like to see added that is not listed, please contact us using the Contact Us page

    HUD Handbooks
    HUD Handbooks
    HUD Handbook 4350.1:     Multifamily Asset Management and Project Servicing
    HUD Handbook 4350.3:     Occupancy Requirements of Subsidized Multifamily Housing Programs
    HUD Handbook 4381.5:     The Management Agent Handbook
    Comprehensive List of all   HUD Housing Handbooks
    Related HUD Links
    EIV Home Page 
    RHIIP Home Page 
    Join RHIIP Listeserv
    REAC Schedule
    REAC FAQ
    HUD Whats New
    Limited Denial of Participation
    HUD/PBCA Responsibility Matrix
     

    What is HUD responsible for?

    You should mail any information that relates to the following areas to HUD directly:

    What is PB-CA responsible for?

    You should mail any information that relates to the following areas to the PB-CA directly:

    Examples of Overlapping Areas of responsibilities between HUD & PB-CA
    1. Approve Management Certifications
    2. Requests for changes in managing agents
    3. Reserve for Replacements requests, suspensions and releases
    4. Residual Receipts requests
    5. General Operating Reserve requests
    6. Monthly Accounting Reports
    7. Annual Financial Statements (submitting through the FASS System) including responses to findings
    8. Transfer of Physical Asset Package
    9. Requests for Partial Releases of Security/Partial Payment of Claim
    10. Requests for a Workout Agreement
    11. Neighborhood Networks Plans
    12. NOFA Applications (i.e. Drug Elimination, Safe Neighborhood Grant Service Coordinator and 202/811)
    13. Monthly Vouchers on any funded NOFA Grant (i.e. DEG, SNG, Service Coor)
    14. Monitoring Service Coordinators
    15. Process prepayment requests
    16. Assignment of HAP contracts to owner
    17. Process and monitor flexible subsidy
    18. Process special claims (debt service)
    19. Management reviews on HUD administered contracts
    20. Review comprehensive needs assessments
    21. Process foreclosure packages
    22. Approve neighborhood networks
    23. Monitor use agreements
    24. Process bond refundes
    25. Liaison with HUD Centers (DEC, OHMAR, REAC)
    26. Coordinate with PIH to secure vouchers on contract terminations
    27. Oversee procurement funding and initiate requests for contract services
    28. Contract renewals, rental adjustments, contract opt-outs, combining contracts on HUD administered contracts
    29. Respond to resident and community inquiries for HUD administered contracts
    30. Physical inspection follow-up HUD administered contracts
    31. REAC physical inspection appeals
    32. Lead based paint monitoring
    33. Process statutory waiver requests
    34. HUD model lease revisions
    35. Prepare budgets, requisitions and revisions
    36. Submit year end statements
    37. Submit annual audit
    38. Prepare monthly and annual reports
    39. Processing OHMAR (OAHP) Mark to Market contract renewals
    1. Establish resident baseline data
    2. Review of Monthly HAP Vouchers and Special Claims
    3. Responses to Discrepancies on monthly HAP vouchers
    4. Disburse monthly housing assistance payments to owners
    5. Rent Increase requests/budgets, specials
    6. HAP renewal requests (governed by Section 8 Renewal Policy, 1/19/01)
    7. Tenant inquiries/Complaints for life and non- life threatening health and safety issues
    8. General resident/community complaints
    9. Management & Occupancy Reviews on PB-CA contracts
    10. Requests for information related to the payment of a specific voucher Process special claims (vacancy, damage)
    11. Utility allowance analysis
    12. Prepare budgets, requisitions and revisions
    13. Submit year end statements
    14. Submit annual audit
    15. Prepare monthly and annual reports

     

    1. Processing Contract Opt Outs
    2. Rent increases over 5%
    3. Coordination of activities within various branches of HUD
    4. Rent increases-236 vs Section 8
    5. Management reviews which indicate the need for enforcement activities
    6. Management reviews with a rating of below average or unsatisfactory
    7. Appeals processing
    8. FOIA and congressional inquiries
    9. Enforcement/Compliance activity
    10. Funding reservations for contract renewals
    11. Data input
    12. Processing OHMAR (OAHP) Mark to Market contract renewals
     As a rule of thumb, anything that is only governed by the Regulatory Agreement, Mortgage, Mortgage Note or a Use Agreement will be processed by the local HUD Office.   The PB-CA will be the initial point of contact on all of these areas and will be responsible for assuring the necessary HUD involvement

     

    HUD Notices
    2021
    21-03 Forbearance Relief and Associated Tenant Protections for FHA-Insured, Section 202, HUD-held, and Risk Share Multifamily Loans
    2020
    20-6 Exclusion from Annual Income of Temporary Employment from the U.S. Census Bureau
    20-10 Electronic Signature, Transmission and Storage - Guidance for Multifamily Assisted Housing Industry Partners
    2019
    19-05 Carbon Monoxide Detectors in HUD-Assisted Housing
    19-06 Treatment of ABLE Accounts in HUD-Assisted Programs
    2017-2018
    17-05 Violence Against Women Act (VAWA) Reauthorization Act of 2013 – Additional Guidance for Multifamily Owners and Management Agents
    18-10 Guest Suites in Multifamily Housing Under the National Housing Act
    2016
    16-01 Passbook Savings Rate Effective February 1, 2016
    16-05 Revision of Tenant Participation Requirements in accordance with 24 CFR Part 245
    16-08 Family Self Sufficiency Program in Multifamily
    16-09 Streamlining Administrative Regulations for Multifamily Housing Programs
    2015
    15-02  Failing REAC
    15-01  HUD's Equal Access Rule
    15-03 Trans. Budget Authority under 8(bb)(1)
    15-04 Multifamily Housing Utility Analysis
    15-10  Excluding Use of Arrest Records in Housing
    2014
    14-10  Updated guidance 202/811
    14-12 Tenant Participation Requirements
    14-14  Transferring Budget Authority
    14-15 Passbook Savings Rate
    14-16 Waiting List Administration
    Earlier
    13-25 Updated Guidance 236 Decoupling
    13-23 Change in Annual Financial Statement(AFS) Submission Requirements
    13-21 Owner Adopted Admin Preferences for Individuals Experiencing Homelessness
    13-17  Section 202 Direct Loans
    13-02  Multifamily Development Radon Policy
    12-26  EIV & You Brochure; Extension of 11-25
    12-25 Amending LIHPRHA Use Agreements
    12-22  Smoke Free Housing
    12-21  Tenant Participation Requirements
    12-14 Using Residual Receipts to Offset HAP
    12-11  State Registered Lifetime Sex Offenders
    12-09  Supplemental Information to Application
    12-06 DUNS Number Requirement
    12-05  Guidelines on Addressing Infestations
    10-23  VAWA; Extension of 09-15
    05-14  Lead Disclosure Requirements
    04-22 Disaster Recovery Guidance
    02-22 Screening & Eviction/Drug &Criminal Activity
    02-10  Using the AAF

     

    Contract Renewal & Rent Adjustment
    Contract Renewal Documents
    Sec 8 Renewal Policy Guidebook - complete          
    Mark up to Market worksheets
    FORMS
    HUD-92273-S8 Rent Comparability Grid
    HUD-9624 Contract Renewal Request
    HUD-9625 OCAF Worksheet (Excel)
    HUD 92547-a Budget Worksheet
    HUD 9635 Projects requesting a Budget Increase
    HUD-9629 Request to use non-sec 8 rents as ceiling
    HUD 9630 Request to use FMR as market ceiling
    Rent Adjustment Documents
    FORMS
    HUD 924580 Rent Schedule
    HUD 9625 OCAF Worksheet (Excel)
    HUD 92547-a Budget Worksheet
    Notice 02-10 AAF Instructions
    HUD 9250 Request for Reserve for Replacement funds

    Utility Allowance Materials

    Notice H-2015-04 Methodology for Completing a Multifamily Housing Utility Analysis
    Attachment A Sample Utility Analysis Submission Workbook
    Attachment B Sample Release of Tenant Utility Information
    FAQ HUD NOTICE 2015-04
    SAMPLE LETTER SAMPLE UA 30 Decrease notice to Tenants
    Owner Certification Owner Certification to tenant comment procedures
    Renewal Document Forms


    Select the appropriate option below to be provided with the documents that must be submitted to CAHI with your contract renewal request.

    Option 1A

    Option 1B
    Option 2

    Option 3A
    Option 3B

    Option 4
    Option 5

    Option 6
     

    Please note that the documents contained in these packages are not all inclusive. 
    Other documents may be required for the renewal option you select.

    Rent Adjustment Document Forms


    Select the appropriate link below to be provided with the documents that must be submitted to CAHI with your rent adjustment request.


    Operating Cost Adjustment Factor

    Annual Adjustment Factor, Part I

    Annual Adjustment Factor, Part II

    Budget Based Rent Adjustment

    Mark to Comps

    Please note that the documents contained in these packages are not all inclusive. Other documents may be required for the rent adjustment type you select.

    UTILITY ALLOWANCE MATERIALS

    Notice H-2015-04 Methodology for Completing a Multifamily Housing Utility Analysis
    Attachment A Sample Utility Analysis Submission Workbook
    Attachment B Sample Release of Tenant Utility Information
    FAQ HUD NOTICE 2015-04
    SAMPLE LETTER SAMPLE UA 30 Decrease notice to Tenants
    Owner Certification Owner Certification to tenant comment procedures