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 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

 

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

 

Applicable Management and Occupancy Documents
MOR Review Document Form HUD 9834
HUD SF - California Lease Addendum
Approval Memo HUD SF Lease Addendum
AFHMP HUD 935.2A & 2B
EIV and You Brochure
HUD 9887/9887A
HUD Model Lease for Subsidized Programs (4A)
Lead Disclosure form
Owner Agent Certification (HUD 9839-B)
Resident Rights and Responsibilities
Initial Reminder Notice HUD 90100 (.pdf)
Sample First Reminder Notice
Sample Third/Termination Notice
Sample Verification of Disability - except 202's
Tenant Eligibility Form (HUD 50059)
VAWA Certification
EIV Coordinator Request Form HUD 90011
EIV User Authorization Form HUD 90012
Fact Sheet How Your Rent is Determined
HUD Model Lease for 202/8 (4B)
Is Fraud Worth It?
Management Entity Profile
Move-In/Move-Out Inspection Form HUD 90106
VAWA Lease Addendum
Initial Reminder Notice HUD 90100 (.doc)
Exceptions to Limitations on Admission of Families
Sample Verification of Disability - 202 properties
Supplement to Application (HUD 92006)
Tenant Eligibility Form (HUD 50059A)
Race and Ethnic Data Reporting from (HUD 27061-H)
HUD Fair Market Rents and Income Limits
Fair Market Rents
Income Limits
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
Certification CERTIFICATION AS TO PURCHASING PRACTICES AND REASONABLENESS OF EXPENSES
   

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 (02/22)
SAMPLE LETTER SAMPLE UA 30 Decrease notice to Tenants
Owner Certification Owner Certification to tenant comment procedures

 

 

 

Vouchering Documents
202D Materials
TRACS 202D Documents page
HUD Notice 12-06 - DUNS Number Requirement
FORMS
HUD 52670 Owner's Certification and Application     Instructions
HUD 52670 A-1 Schedule of Tenant Assistance Payments Due     Instructions
HUD 52670 A-3 Adjustment to Schedule - Part 3     Instructions
HUD 52670 A-4 Misc. Accounting Requests - Part 4     Instructions
HUD 52670 A-5 Approved Special Claims - Part 5     Instructions
SF 1199A Direct Deposit Sign up Form
Special Claims Documents
FORMS
  
HUD 52670 A-2 Schedule of Sec 8 Special Claims - Part 2     Instructions
HUD-52671-A Section 8 Special Claims for Unpaid Rent/Damages
HUD 52671-C Section 8 Special Claims for Regular Vacancies
  Special Claims Checklist for Regular Vacancies.
  Special Claims Checklist for Unpaid Rent and Damages.
GUIDES
Special Claims Processing Guide
Special Claims Guide FAQ