HOTMA Final Rule
Background and Implementation of the Housing Opportunity Through Modernization Act of 2016 (HOTMA) Final Rule
Background
The Housing Opportunity Through Modernization Act (HOTMA) was signed into law on July 29, 2016, amending many aspects of several federal housing programs administered through the Department of Housing and Urban Development (HUD). HOTMA was intended to streamline processes and reduce burdens for residents and housing providers. The final rule, published on February 14, 2023, provides additional guidance for implementing Sections 102, 103, and 104 of HOTMA.
Which Programs Will Be Affected by the Final Rule?
- Housing Choice Voucher Program (HCV/Section8)
- Public Housing Program (PH)
- Multifamily Housing Program (MFH)
Section 102: Changes requirements related to income calculation and reviews for the above named housing programs.
Section 103: Modifies the continued occupancy standards of Public Housing residents.
NOTE: Section 103 does not apply to the Housing Choice Voucher or Multifamily Housing programs. This policy became effective for public housing families on March 16, 2023.
Section 104: Sets maximum asset limits for eligibility and continued assistance for the above named housing programs.
Click here to review the final rule.
Hyperlink to the HOTMA Final Rule on the Federal Register Website.
The Pinellas County Housing Authority is required to make updates to their program policies to comply with the HOTMA Final Rule. The below proposed HOTMA changes are to be approved and adopted by the Board of Commissioners on September 25, 2024, for an implementation date of January 1, 2025.
The below proposed changes are subject to change following any further guidance from HUD.
| Proposed PCHA Policies | Description |
| PCHA Policies to Implement HOTMA Final Rule | This chart is intended to outline the policies the Pinellas County Housing Authority (PCHA) will adopt in the PH Admissions and Continued Occupancy Policy (ACOP), MFH Tenant Selection Plan (TSP), and HCV Administration Plan (Admin Plan) effective with HUD’s mandatory compliance date of January 1, 2025 (or any later compliance date issued by HUD).
Note: The PCHA must continue to follow its existing ACOP, TSP, and Admin Plan until the PCHA’s software is compliant with HUD’s new Housing Information Portal (HIP) and Tenant Rental Assistance Certification System (TRACS) 203A. |
| Las políticas de PCHA para implementar la Regla Final de HOTMA | Este cuadro tiene la intención de delinear las políticas que adoptará la Autoridad de Vivienda del Condado de Pinellas (PCHA) en la Política de Admisiones y Ocupación Continua (ACOP) de PH, el Plan de Selección de Inquilinos (TSP) de MFH, y el Plan de Administración de Vales de Vivienda (Admin Plan), efectivo a partir de la fecha de cumplimiento obligatorio del HUD del 1 de enero de 2025 (o cualquier fecha de cumplimiento posterior emitida por el HUD).
Nota: La PCHA debe continuar siguiendo su ACOP, TSP y Admin Plan existentes hasta que el software de la PCHA cumpla con el nuevo Portal de Información de Vivienda (HIP) del HUD. |
| PCHA’s Proposed HCV Administration Plan | The HCV Administration Plan is a document developed by PCHA that outlines the policies and procedures for administering the Housing Choice Voucher program, also known as Section 8. This plan details how the PCHA will implement the program, including eligibility criteria for participants, how rental subsidies are calculated, landlord responsibilities, participant responsibilities, and how the PCHA will handle program oversight and compliance. It serves as a guide for both PCHA staff and program participants to understand their roles and responsibilities within the HCV program. The plan complies with regulations set forth by the US Department of Housing and Urban Development (HUD), which funds and oversees the program at the federal level. |
| El Plan de Administración Propuesto de HCV de PCHA
* Disponible bajo petición |
El Plan de Administración de HCV es un documento desarrollado por PCHA que detalla las políticas y procedimientos para administrar el programa de Vales de Elección de Vivienda, también conocido como Sección 8. Este plan describe cómo PCHA implementará el programa, incluyendo los criterios de elegibilidad para los participantes, cómo se calculan los subsidios de alquiler, las responsabilidades de los propietarios, las responsabilidades de los participantes, y cómo PCHA manejará la supervisión y cumplimiento del programa. Sirve como una guía tanto para el personal de PCHA como para los participantes del programa, para entender sus roles y responsabilidades dentro del programa de HCV. El plan cumple con las regulaciones establecidas por el Departamento de Vivienda y Desarrollo Urbano de los Estados Unidos (HUD), que financia y supervisa el programa a nivel federal. |
| PCHA’s Proposed PH Admissions and Continued Occupancy Policy | The PH Admissions and Continued Occupancy Policy (ACOP) is a comprehensive document developed by the PCHA that outlines the rules and procedures governing the admission of applicants to public housing units and the ongoing occupancy requirements for residents. The ACOP covers various aspects, including eligibility criteria for applicants, preferences for admission, procedures for application and waiting list management, income eligibility requirements, tenant selection criteria, lease terms, rent calculations, and policies regarding lease violations, evictions, and termination of assistance .
The ACOP serves as a guide for both PCHA staff and prospective/public housing residents to understand the rules and expectations governing public housing occupancy. It ensures transparency, fairness, and compliance with federal regulations set forth by the US Department of Housing and Urban Development (HUD), which funds and oversees the program at the federal level. |
| La Política Propuesta de Admisión y Ocupación Continua de Vivienda Pública de PCHA
* Disponible bajo petición
|
La Política de Admisión y Ocupación Continua de Vivienda Pública (ACOP) es un documento integral desarrollado por PCHA que detalla las normas y procedimientos que rigen la admisión de solicitantes a unidades de vivienda pública y los requisitos de ocupación continua para los residentes. La ACOP abarca diversos aspectos, incluidos los criterios de elegibilidad para los solicitantes, preferencias para la admisión, procedimientos para la gestión de solicitudes y listas de espera, requisitos de elegibilidad de ingresos, criterios de selección de inquilinos, términos de arrendamiento, cálculos de alquiler y políticas relacionadas con violaciones de arrendamiento, desalojos y terminación de asistencia.
La ACOP sirve como una guía tanto para el personal de PCHA como para los futuros residentes de vivienda pública, para entender las normas y expectativas que rigen la ocupación de viviendas públicas. Garantiza transparencia, equidad y cumplimiento con las regulaciones federales establecidas por el Departamento de Vivienda y Desarrollo Urbano de los Estados Unidos (HUD), que financia y supervisa el programa a nivel federal. |
| PCHA’s Proposed MFH Tenant Selection Plan | The MFH Tenant Selection Plan (TSP) is a document developed by owners and managers of multifamily housing properties participating in federal housing programs. This plan outlines the criteria and procedures used to select tenants for occupancy in these properties. Key components typically included in the Tenant Selection Plan are eligibility criteria, tenant screening criteria, selection preferences, application procedures, waiting list management, and fair housing compliance.
The TSP must adhere to guidelines established by the US Department of Housing and Urban Development (HUD) and/or other federal housing agencies overseeing the specific program. It provides transparency and consistency in tenant selection practices while promoting fair access to affordable housing opportunities.
|
| El Plan Propuesto de Selección de Inquilinos para Viviendas Multifamiliares de PCHA
* Disponible bajo petición |
El Plan de Selección de Inquilinos para Viviendas Multifamiliares (TSP) es un documento desarrollado por los propietarios y administradores de propiedades de viviendas multifamiliares que participan en programas federales de vivienda. Este plan describe los criterios y procedimientos utilizados para seleccionar inquilinos para ocupar estas propiedades. Los componentes clave típicamente incluidos en el Plan de Selección de Inquilinos son los criterios de elegibilidad, los criterios de evaluación de inquilinos, las preferencias de selección, los procedimientos de solicitud, la gestión de listas de espera y el cumplimiento de la equidad en la vivienda.
El TSP debe cumplir con las pautas establecidas por el Departamento de Vivienda y Desarrollo Urbano de los Estados Unidos (HUD) u otras agencias federales de vivienda que supervisen el programa específico. Proporciona transparencia y consistencia en las prácticas de selección de inquilinos mientras promueve el acceso justo a oportunidades de vivienda asequible. |
HOTMA RESOURCES
HOTMA: What Does it Mean for Me? Part 1: Income and Reviews.
HOTMA: What Does it Mean for Me? Part 2: Asset and Real Property Limitations.
Click here to view the HUD Exchange HOTMA Income and Assets Resident Resources Webpage
HOTMA Income and Assets Resident Resources Webpage.
| Form Name | Description |
| HOTMA Resources Sheet: Assets, Asset Exclusions, and Limitation on Assets | This resource sheet provides an overview of rule changes related to assets based on the implementation of Housing Opportunity Through Modernization Act of 2016 (HOTMA) Section 102 and 104 as well as a table of excluded assets. Topics include:
|
| Hoja de recursos de HOTMA: Activos, Exclusiones de Activos y Limitación sobre Activos | Esta hoja de recursos proporciona un resumen de los cambios normativos relacionados con los activos basados en la implementación de la Ley de Oportunidades de Vivienda a Través de la Modernización (HOTMA) de 2016, Secciones 102 y 104, así como una tabla de activos excluidos. Los temas incluyen:
|
| HOTMA Resident Fact Sheet: Asset and Real Property Limitations
*This document has been modified from its original HUD version |
This resource provides information for residents on the new rules, and exceptions, limiting assets and real property for families participating in the HCV, MFH, and PH programs. |
| Hoja informativa para residentes sobre HOTMA: Limitaciones en activos y bienes raíces
*Este documento ha sido modificado de su versión original de HUD |
Este recurso proporciona información para los residentes sobre las nuevas reglas y excepciones que limitan los activos y la propiedad inmobiliaria para las familias que participan en los programas de Vales de Vivienda (HCV), Vivienda Multifamiliar (MFH) y Vivienda Pública (PH). |
| HOTMA Resident Fact Sheet: Elderly/Disabled, Dependent, Health, Medical, and Childcare Deductions
*This document has been modified from its original HUD version |
This resource provides information for residents on:
|
| Hoja informativa para residentes sobre HOTMA: Deducciones para personas mayores/discapacitadas, dependientes, salud, médicas y cuidado infantil
*Este documento ha sido modificado de su versión original de HUD |
Este recurso proporciona información para los residentes sobre:
|
| HOTMA Resource Sheet: Income and Income Exclusions | This resource sheet provides updated definitions related to income for families in the PH, MFH, and HCV programs based on the implementation of Housing Opportunity Through Modernization Act of 2016 (HOTMA) Section 102 and 104. The sheet includes a chart with a full list of annual income exclusions as well as descriptions of income exclusions. |
| Hoja de recursos de HOTMA: Ingresos y exclusiones de ingresos
|
Esta hoja de recursos proporciona definiciones actualizadas relacionadas con los ingresos para familias en los programas de Vivienda Pública (PH), Vivienda Multifamiliar (MFH) y Vales de Vivienda (HCV), basadas en la implementación de la Ley de Oportunidades de Vivienda a Través de la Modernización (HOTMA) de 2016, Secciones 102 y 104. La hoja incluye un cuadro con una lista completa de exclusiones de ingresos anuales, así como descripciones de las exclusiones de ingresos. |
| HOTMA Resident Fact Sheet: Income Calculation and Reviews
*This document has been modified from its original HUD version |
This resource provides information for residents on the new HUD rules which clarify the definition of income, define exclusions from annual income, and changes to how residents’ income is calculated. |
| Hoja informativa para residentes sobre HOTMA: Cálculo de ingresos y revisions
*Este documento ha sido modificado de su versión original de HUD |
This resource provides information for residents about new HUD rules that clarify the definition of income, define exclusions from annual income, and changes to how a resident’s income is calculated. |
| HOTMA Resident Worksheet: Interim Reviews | This worksheet is a planning tool for families participating in PH, MFH, or HCV programs (to help you understand when to report changes in family composition, income, and deductions between income reexaminations and how the change is likely to impact your income. |
| Hoja de trabajo para residentes sobre revisiones intermedias bajo HOTMA | This worksheet is a planning tool for families participating in Public Housing (PH), Multi-Family Housing (MFH), or Housing Voucher (HCV) programs. It helps you understand when to report changes in family composition, income, and deductions between income reassessments, and how the change is likely to affect your rent. |
| HOTMA Resident Fact Sheet: Over-Income Limits for Public Housing Families
*This document has been modified from its original HUD version |
Section 103 creates new limitations on program participation for families residing in public housing in the public housing program that remain over income for 24 consecutive months. This fact sheet explains the major provisions and links to the relevant CFR and related resources.
*Section 103 became effective March 16, 2023. |
| Hoja informativa para residentes sobre HOTMA: Límites de ingresos excedentes para familias de vivienda pública
*This document has been modified from its original HUD version |
Section 103 establishes new limitations on program participation for families residing in public housing who remain in excess income for 24 consecutive months. This fact sheet explains the key provisions and provides links to the relevant CFR and related resources.
*Section 103 took effect on March 16, 2023. |
| HOTMA Resident Fact Sheet: Student Financial Aid
*This document has been modified from its original HUD version |
HUD has created new rules about certain types of student financial aid. These rules say that your housing provider will not count certain types of financial aid for both full and part-time students in calculating your rent. |
| Hoja informativa para residentes sobre HOTMA: Ayuda financiera para estudiantes
*This document has been modified from its original HUD version |
HUD ha creado nuevas reglas sobre ciertos tipos de ayuda financiera para estudiantes. Estas reglas indican que su proveedor de vivienda no contará ciertos tipos de ayuda financiera para estudiantes de tiempo completo y parcial al calcular su renta. |
| HOTMA Resident Worksheet: Student Financial Aid | This worksheet is a planning tool for families who have a member of the family receiving student financial aid. The worksheet can be used to organize your documentation and calculate how much aid will likely be excluded from your household’s income determination. |
| Hoja de trabajo para residentes sobre ayuda financiera para estudiantes bajo HOTMA | Esta hoja de trabajo es una herramienta de planificación para familias que tienen un miembro recibiendo ayuda financiera para estudiantes. La hoja de trabajo puede ser utilizada para organizar su documentación y calcular cuánta ayuda probablemente será excluida del cálculo del ingreso de su hogar. |