Project Specifications

FY2006

Section 8, Section 202, and Section 811
Project Based, Project Specific Information
MACRO ID:
1. PROJECT IDENTIFIERS
Check the information below for accuracy. If it is correct, please check the box to the right of the item. If it
is not correct, please enter the correct information in the far right column.
√ if
If not correct, indicate correct
Information in Our File
correct
information below
Property #
Project #
Contract #
Project Name
Physical Location of
Project
Number of Assisted Units*
*Number of Section 8, Section 202 PRAC/PAC, and Section 811 PRAC/PAC assisted units

2. SPECIAL CIRCUMSTANCES
Is this project considered a special demonstration project? That is, have you
been given special permission to design and implement different program
policies and procedures for calculating rent?

Yes ____ No___

If yes, return the survey to ORC Macro without completing the remaining questions.
3. PROJECT CONTACT INFORMATION
a) If we need further information about this project, whom should we contact?
Name: ________________________________________________Title: ___________________________________
Telephone:_______________ Fax:______________________ E-mail: ____________________________________
Street Address: _______________________________ City:________________ State:______ Zip code: __________

b) When we are ready to begin collecting data from tenant files, whom should our field interviewers contact?
Name: ________________________________________________Title: ___________________________________
Telephone:_______________ Fax:______________________ E-mail: ____________________________________
Street Address: _______________________________ City:________________ State:______ Zip code: __________

4. TENANT FILES
Where are the tenant files for the project identified above located?

____ At project site ____Other

If Other, explain: ___________________________________________________________________
5. WELFARE RENT
Does your PHA use Welfare Rent when calculating the TTP?

Yes___ No___
st

If yes, please attach the Welfare Rent Schedules used for actions effective Nov. 1 , 2004 – Oct. 31st, 2005.
PLEASE RETURN THIS FORM IN THE ENCLOSED ENVELOPE OR FAX IT TO OUR TOLL FREE FAX (800-823-0127)

Completed by: _____________________________________________ Date: _______________
Phone Number: ____________________________________________ E-mail: _______________
ORC Macro ‹ 11785 Beltsville Drive, Calverton MD 20705-3119 ‹ Toll Free Phone: 877-392-9776 ‹ Toll Free Fax: #: 800-823-0127

Moderate Rehabilitation
PHA Specific Information
1.

IDENTIFIERS

Macro ID:

We will be selecting a sample of Moderate Rehabilitation tenant files from those the PHA administers in
the county specified below. Check the information below for accuracy. If it is correct, please check the
box to the right of the item. If it is not correct, please enter the correct information in the far right column.
Information in Our File

√ if
correct

If not correct, indicate correct
information below

PHA Code
PHA Name
County
PHA Street Address
Number of Assisted Units*
* Number of assisted units in the County specified.
2.

SPECIAL CIRCUMSTANCES
Are any of the Moderate Rehabilitation units in the county specified above part of a
special demonstration? That is, have you been given special permission to design
and implement different program policies and procedures for calculating rent?

Yes___ No___

If yes, return the survey to ORC Macro without completing the remaining questions.
3.

CONTACT INFORMATION
a) If we need further information about the Moderate Rehabilitation units in the county specified above,
whom should we contact?

Name: ___________________________________________________ Title: _________________________________
Telephone:_______________ Fax:______________________ E-mail: ______________________________________
Street Address: ________________________ City: _______________________ State: ___ Zip Code: ______________

b) When we are ready to begin collecting data from tenant files, whom should our field interviewers
contact?
Name: ___________________________________________________ Title: _________________________________
Telephone:_______________ Fax:______________________ E-mail: ______________________________________
Street Address: ________________________ City: _______________________ State: ___ Zip Code: ______________

MACRO ID:
4.

TENANT FILES
Where are the files located for the Moderate Rehabilitation tenants in the county specified above?
IF FILES FOR TENANTS RESIDING IN THE COUNTY SPECIFIED ABOVE ARE KEPT IN MORE THAN ONE LOCATION, PLEASE PROVIDE THE
NAME OF THE OFFICE, THE NUMBER OF TENANT FILES FROM THE SPECIFIED COUNTY LOCATED THERE AND THE ADDRESS OF THE
OFFICE.

Office Name

5.

# of Files

Address

PASSBOOK RATE
What Passbook Interest Rates were used for actions effective Nov. 1st, 2005 –Oct.31st, 2006 (Record
interest rates as a percentage. For example, if the rate is displayed as the decimal .025, this should be
written as 2.5%)?
______% From (MM/YYYY) ______ Thru (MM/YYYY) ______
______% From (MM/YYYY) ______ Thru (MM/YYYY) ______

6.

WELFARE RENT
Does your PHA use Welfare Rent when calculating the TTP?

Yes___ No___

IF YES, PLEASE ATTACH THE WELFARE RENT SCHEDULES USED FOR ACTIONS EFFECTIVE NOV. 1ST, 2005 – OCT.
31ST, 2006.
7.

PHA SPECIFIC RENT INFORMATION
PLEASE ATTACH THE GROSS RENT SCHEDULE AND MINIMUM RENTS USED FOR ACTIONS EFFECTIVE NOV. 1ST,
2005 – OCT. 31ST, 2006. NOTE: IF THE SPECIFIED COUNTY OR JURISDICTION HAS GROSS RENTS FOR MORE
THAN ONE GEOGRAPHIC AREA, ATTACH INFORMATION FOR EACH ADDITIONAL AREA FOR THE PERIOD SPECIFIED
ABOVE. IF NECESSARY, PROVIDE MAPS OF THE AREA IDENTIFYING WHERE THE VARIOUS GROSS RENT AMOUNTS
APPLY.

PLEASE RETURN THIS FORM IN THE ENCLOSED ENVELOPE OR FAX IT TO OUR TOLL FREE FAX (800-823-0127)

Completed by: ________________________________________ Date: ___________________________________
Phone Number: ______________________________________

E-mail: __________________________________

FY2006

Public Housing
Project Specific Information
MACRO ID:
1. PROJECT IDENTIFIERS
Check the information below for accuracy. If it is correct, please check the box to the right of the item.
If it is not correct, please enter the correct information in the far right column.
Information in Our File

√ if
correct

If not correct, indicate correct
information below

PHA Code
PHA Name
Project #
Project Name
Physical Location of
Project
Number of Assisted Units
2. SPECIAL CIRCUMSTANCES
Is this project considered a special demonstration project? That is, have you been
given special permission to design and implement different program policies and
procedures related to calculating rent?

Yes___ No___

If yes, return the survey to ORC Macro without completing the remaining questions.
3. PROJECT CONTACT INFORMATION
a) If we need further information about this project, whom should we contact?
Name: ___________________________________________________ Title: _________________________________
Telephone: ____________________________ Fax: ____________________ Email: ___________________________
Street Address:__________________________________________ City ___________State:____ Zip code:_________

b) When we are ready to begin collecting data from tenant files, whom should our field interviewers
contact?
Name: ___________________________________________________ Title: _________________________________
Telephone: ____________________________ Fax: ____________________ Email: ___________________________
Street Address:__________________________________________ City ___________State:____ Zip code:_________

4. TENANT FILES
Where are the tenant files for the project identified above located?
______ PHA central office

______ On site at project address above

_____Other

If Other, please explain: _____________________________________________________________

ORC Macro ‹ 11785 Beltsville Drive, Calverton MD 20705-3119 ‹ Toll Free # 877-392-9776 ‹ Toll Free Fax 1-800-823-0127

FY2006

MACRO ID:

5. PASSBOOK RATE
What Passbook Interest Rates were used for actions effective Nov. 1st, 2005 – Oct.31st, 2006 (Record
interest rates as a percentage. For example if rate is displayed as the decimal .025, this should be
written as 2.5 %)?
_____% From (MM/YYYY) _______ Thru (MM/YYYY) ________
_____% From (MM/YYYY) _______ Thru (MM/YYYY) ________
6. WELFARE RENT
Does your PHA use Welfare Rent when calculating the TTP?

Yes____

No____

st

If yes, please attach the Welfare Rent Schedules used for actions effective Nov. 1 , 2005 – Oct. 31st,
2006.
7. PHA SPECIFIC RENT INFORMATION
a) Please attach the Flat Rent schedule(s) and Minimum Rents used for actions effective
Nov. 1st, 2004 – Oct. 31st, 2006. Note: If the specified project has multiple Flat/Minimum
Rents, attach all schedules for the project. If necessary, provide information about how
to determine the correct Flat/Minimum rent for a unit.
b) In the tenant file, what document(s) indicates whether a tenant is entitled to the Earned
Income Disallowance?
_____________________________________________________________________
PLEASE ATTACH A COPY OF THAT DOCUMENT TO RETURN WITH THIS FORM
8. PHA SPECIFIC POLICIES
a) Has your PHA adopted any income exclusions in addition to those
specified by HUD?
If yes, indicate which additional exclusions and how they are calculated.
Income Exclusion

Yes

No

Yes___ No___

Calculation Process

Medical Premiums
Flat Amount
(such as first $50 of earnings)
Employer withholding
Transportation Allowance
Percent of earnings
Other (Specify)
b) Has your PHA adopted an income-based rent (as permitted under 24
CFR 960.253 (c)) that results in families paying less than they would
pay under the rules for calculating the total tenant payment (TTP) in 24
CFR 5.628?

Yes___ No___

If yes, explain: _________________________________________________________________
PLEASE RETURN THIS FORM IN THE ENCLOSED ENVELOPE OR FAX IT TO OUR TOLL FREE FAX (800-823-0127)

Completed by: ______________________________________ Date: ____________________________
Phone Number: _____________________________________ E-mail: ___________________________
ORC Macro ‹ 11785 Beltsville Drive, Calverton MD 20705-3119 ‹ Toll Free # 877-392-9776 ‹ Toll Free Fax 1-800-823-0127

Voucher Program
PHA Specific Information
1. IDENTIFIERS

MACRO ID:

We will be selecting a sample of voucher tenant files from those the PHA administered in the county
specified. Check the information below for accuracy. If it is correct, please check the box to the right
of the item. If it is not correct, please enter the correct information in the far right column.
√ if
If not correct, indicate correct
Information in Our File
correct
information below
PHA Code
PHA Name
County
PHA Street Address
Number of Assisted Units
* Number of assisted units in the County specified.

2. SPECIAL CIRCUMSTANCES
Are any of the voucher units in the county specified above part of a special
demonstration? That is, have you been given special permission to design and
implement different program policies and procedures related to calculating rent?
If yes, return the survey to ORC Macro without completing the remaining questions.

Yes___ No___

3. CONTACT INFORMATION
a) If we need further information about the leased vouchers in the county specified above, whom
should we contact?
Name: ___________________________________________________ Title: _______________________________
Telephone:_______________ Fax:______________________ E-mail: ___________________________________
Street Address: _______________________ City: _____________________ State: ___ Zip Code: ______________

b) When we are ready to begin collecting data from tenant files, whom should our field interviewers
contact?
Name: ___________________________________________________ Title: _______________________________
Telephone:_______________ Fax:______________________ E-mail: ___________________________________
Street Address: _______________________ City: _____________________ State: ___ Zip Code: ______________

4. VOUCHER TENANT FILES
Where are the files located for the voucher tenants in the county specified above?
IF FILES FOR TENANTS RESIDING IN THE COUNTY SPECIFIED ABOVE ARE KEPT IN MORE THAN ONE LOCATION, PLEASE PROVIDE
THE NAME OF THE OFFICE, THE NUMBER OF TENANT FILES FROM THE SPECIFIED COUNTY LOCATED THERE AND THE ADDRESS
OF THE OFFICE.

Office Name

# Vouchers

Address

MACRO ID:
5. PASSBOOK RATE
What Passbook Interest Rates were used for actions effective Nov. 1st, 2005 –Oct.31st, 2006
(Record interest rates as a percentage. For example, if the rate is displayed as the decimal .025, this
should be written as 2.5%)?
______% From (MM/YYYY) ______ Thru (MM/YYYY) ______
______% From (MM/YYYY) ______ Thru (MM/YYYY) ______
6. WELFARE RENT
Does your PHA use Welfare Rent when calculating the TTP?
IF YES, PLEASE ATTACH
OCT. 31ST, 2006.

THE

WELFARE RENT SCHEDULES

Yes___ No___

USED FOR ACTIONS EFFECTIVE

NOV. 1ST, 2005 –

7. PHA SPECIFIC RENT INFORMATION
a) Please attach the Payment Standard(s) schedule and Minimum Rents used for actions
effective Nov. 1st, 2004 – Oct. 31st, 2006. Note: If the specified county or jurisdiction has
payment standards for more than one geographic area, attach information for each additional
area for the period specified above. You should also provide information about any exception rent
areas or success rate payment standard areas within this county/jurisdiction. If necessary,
provide maps of the area identifying where the various payment standard amounts apply.
b) In the tenant file what document(s) indicate whether a tenant is entitled to the Earned Income
Disallowance? _________________________________________________________________
PLEASE ATTACH A COPY OF THAT DOCUMENT TO RETURN WITH THIS FORM.
8. HOUSING TYPES
Does the PHA administer any of the following special housing types in the voucher program in the
specified county?
Housing Type

Yes

No

Single Room Occupancy
Congregate Housing
Group Home
Shared Housing
Cooperative Housing
Manufactured Home Space Rental
If yes for Manufactured Home Space Rental, please provide the
Manufactured Home Space Payment Standard for FY 2006:

$____________

MACRO ID:
9. RENT COMPARABILITY
a) Where will our Field Interviewer find rent comparability information for selected tenants?
_____ Tenant File
b)

_____ Other, specify: _________________________________________

Please indicate the type of rent comparability/rent reasonableness process used by your PHA to
determine if the rent charged by the landlord is reasonable, by recording the percent of time you
use each of the different processes identified below.
IF YOU USE A STANDARD FORM TO DETERMINE RENT REASONABLENESS, PLEASE ATTACH A COPY.

Unit–to-Unit. Comparing the rents of one or more specific comparable unit(s) to the
assisted unit
Average Rents. Comparing the average rent from a large survey of comparable
units to the rent requested for the assisted unit.
Point or Ranking System. Comparing units within a certain point range to the
assisted unit. Points are awarded, and a higher rent is allowed for better unit
conditions and/or specific attributes or amenities.
Request for Tenancy Approval (RFTA). Using comparable units and rents listed by
the owner/property manager in Section 12a of the HUD form 52517.
Professional Judgment. Experienced staff determine whether the rent request is
acceptable based on knowledge of the local rental market.
Rent Comparability Software Program. Please record the name of the program and
the software vendor: _________________________________________________
Subcontract Rent Comparability Function to an Outside Organization. Please
identify the organization: ______________________________________________
None. No rent comparison is completed prior to approving the amount of rent for
the assisted unit.
Other Procedure. Please Explain: ______________________________________
___________________________________________________________________
IF MULTIPLE METHODS ARE USED, THE PERCENTAGES RECORDED IN THE LEFT COLUMN SHOULD SUM TO 100.

MACRO ID:
10. UTILITY ALLOWANCE SCHEDULES
PLEASE ATTACH UTILITY ALLOWANCE SCHEDULES (HUD-52667 – ALLOWANCE FOR TENANT-FURNISHED
UTILITIES AND OTHER SERVICES) USED FOR ACTIONS EFFECTIVE NOV 2005 – OCT 2006.
The following questions are about your PHA’s policy on how the utility allowances are calculated and
recorded:
a) Is the lease document that indicates who is responsible for the utilities kept in the tenant file?
Yes___ No___
If No, where can this information be found? _________________________________________
b) What document in the tenant file is used to calculate the value of the utilities paid by the tenant?
_______________________________________________________________________________
PLEASE ATTACH A COPY OF THAT DOCUMENT TO RETURN WITH THIS FORM.
c) Does the PHA have a Flat Fee applied to all or some cases?
If Yes, does it apply to all cases?
If No, how can ORC Macro determine to which cases the flat fee is applicable?
(i.e. those paying for air conditioning)

Yes___ No___
Yes___ No___

_____________________________________________________________________________
_____________________________________________________________________________
d) Does the PHA apply different utility rates based on utility company?

Yes___ No___

If Yes, how can ORC Macro staff determine the appropriate Utility Company reimbursement
amounts when calculating the Utility Allowance?
_____________________________________________________________________________
_____________________________________________________________________________
e) Does the PHA allocate different utility allowances for different parts of the county? Yes___ No___
If Yes, how can ORC Macro staff determine the appropriate utility schedule for the tenants
included in the study?
_____________________________________________________________________________
_____________________________________________________________________________

PLEASE RETURN THIS FORM IN THE ENCLOSED ENVELOPE OR FAX IT TO OUR TOLL FREE FAX (800-823-0127)

Completed by: ________________________________________ Date: ___________________________________
Phone Number: ______________________________________

E-mail: __________________________________