Ross Business Development

Lease Attachment House Rules - Updated for HOTMA

$500

Updated for HOTMA. The House Rules are an attachment to the lease and have become a legal part of the lease. The rules were designed to ensure that residents are allowed to enjoy their home in peace and quiet comfort. See HH 4350.3 Paragraph 6-9 for additional information. These House Rules include new HOTMA language. Keep in mind that most HOTMA changes will not be implemented until HOTMA compliant site software is available and implemented and new HUD leases are available and implemented. Owner/agents should consider waiting to implement new House Rules until new leases are implemented.

Lease Attachment Pet Rules Elderly Template

$300

These Pet Rules were developed to comply with HUD's requirements for properties set aside for seniors and people with disabilities. For other properties, pet rules must comply with local requirements. By developing pet rules, owners ensure that existing and prospective pet owners know their responsibilities to their pets and neighbors as well as the property. Pet rules also make existing and potential residents aware of their rights while living among pet owners. In addition, they help protect and preserve the physical condition of the property and the owner’s financial interest. Please see HUD's Guidance when developing Pet Rules for properties set aside for seniors or people with disabilities. See HH 4350.3 R1, Exhibit 6-5 for more information on how to develop pet rules. Please note that you MUST comply with the Notice requirements outlined in HH 4350.3 R1, Exhibit 6-4.

Lease Attachment Pet/Animal Rules Family Template

$300

This lease attachment can be used for family properties that allow pets. Owner/agents do not have to comply with HUD requirements but do have to comply with local requirements. This policy outlines optional pet policies and establishes standard rules for assistance animals.

Lease Attachment Pet/Animal Rules No Pets Template

$300

This lease attachment can be used for properties with a no pets policy. It outlines the no pets policy and establishes standard rules for assistance animals.

Policy - HOTMA Hardship Exemptions - Deductions & Minimum Rent

$200

This policy explains, in detail, how to request an exemption from the Section 8 Minimum Rent and also explains the changes to deductions introduced with the implementation of HOTMA. This policy explains requests for Hardship Exemptions related to the Medical Expense Deduction, the Disability Assistance Expense Deduction and the Childcare Deduction. This sample policy explains provisions for when a Hardship Exemption will be granted based on family income and assets owned by the family (medical/disability assistance) and based on special family circumstances (childcare). This policy is designed for a Section 8 property where Minimum Rent applies. Keep in mind that this policy must match the policy in the TSP updated for HOTMA.

Policy Assistance Animals Template

$200

Assistance Animal Rules can be added to Pet Rules or No Pet Rules and are considered an attachment to the lease. These rules are applicable to families who have been granted a reasonable accommodation request to house an assistance animal. Because owner/agents may not require residents with disabilities to execute special documents related to their disability, it is best to combine these rules with your Pet Rules or to have all residents execute the Pet/Assistance Animal Rules. Review by legal counsel is recommended.

Policy – HOTMA Hardship Exemption Related to Deductions

$200

HOTMA. All programs except Section 8. This policy template is designed to explain, in detail, the changes to deductions introduced with the implementation of HOTMA. This policy explains requests for Hardship Exemptions related to the Medical Expense Deduction, the Disability Assistance Expense Deduction and the Childcare Deduction. This policy template explains provisions for when a Hardship Exemption will be granted based on family income and assets owned by the family (medical/disability assistance) and based on special family circumstances (childcare). This policy is designed for a non-Section 8 property. Keep in mind that this policy must match the policy in the TSP updated for HOTMA. Note: Owner/agents will not implement these Hardship Exemptions until HOTMA compliant site software is implemented. HOTMA Hardship Exemptions apply to all of HUD's MFH programs.

Policy Bullying Template

$200

Use this policy template to assist you in developing a property Bullying Policy.

Policy EIV Reporting Summary Template

$50

This document provides staff with a summary of your EIV reporting process. It must be modified to match your policy before implementing.

Policy EIV Use Template (Including HOTMA Updates)

$300

Updated for HOTMA. Please note, this is the HOTMA version of the EIV Policy. This version of the EIV Policy may not be implemented prior to implementation of HOTMA compliant site software. This is a comprehensive EIV Use and Security Policy which incorporates sample policies based on HUD instruction provided in HUD HSG Notice 2023-10, HUD HSG Notice 13-06, HH 4350.3, Revision 1, Change 4 and other HUD guidance. Multiple options are provided and owner/agents MUST edit this template before finalizing policies.

There are two EIV Use Policy templates. While HUD required owner/agents to update EIV policies for HOTMA no later than May 31, 2024, HUD prohibits owner/agents from implementing many EIV changes until new leases and new HOTMA compliant site software is available. Until then owner/agents must comply with requirements outlined in HHD 4350.3 Chapter 9. So, we offer both the EIV Use Policy template Pre-HOTMA and the EIV Use Policy template with HOTMA.

Policy Grievance for RAD Component 1 Template

$100

This policy template is designed to assist you in developing your own standard Grievance Policy. Language included in this sample conform to required language provided in HSG Notice 17-03.

Policy Grievance Template

$100

This policy template is designed to assist you in developing your own standard Grievance Policy.

Policy HOTMA HardshipEx Deductions Minimum Rent

$200

HOTMA. All programs except Section 8. This policy template is designed to explain, in detail, the changes to deductions introduced with the implementation of HOTMA. This policy explains requests for Hardship Exemptions related to the Medical Expense Deduction, the Disability Assistance Expense Deduction and the Childcare Deduction. This policy template explains provisions for when a Hardship Exemption will be granted based on family income and assets owned by the family (medical/disability assistance) and based on special family circumstances (childcare). This policy is designed for a non-Section 8 property. Keep in mind that this policy must match the policy in the TSP updated for HOTMA. This policy template also discussed the Section 8 Minimum Rent Hardship Exemption. If the property is not Section 8, this "piece" can be removed. Note: Except for the Section 8 Minimum Rent Hardship Exemption, owner/agents will not implement these Hardship Exemptions until HOTMA compliant site software is implemented. HOTMA Hardship Exemptions apply to all of HUD's MFH programs.

Policy Maintenance

$300

This policy template is designed to assist you in developing your own standard Maintenance Policy.

Policy Noncitizen Rule

$100

This policy template outlines requirements for owner/agents who must implement HUD’s Noncitizen Rule.

Policy RAM Template

$300

This policy template is designed to assist you in developing your own standard Reasonable Accommodation and Modification (RAM) Policy.

Policy Recordkeeping eStorage

$200

This policy template is designed to assist you in developing your own standard Recordkeeping Policy. This is designed specifically for owner/agents who will be implementing electronic storage in compliance with HSG Notice 2020-10.

Policy Recordkeeping Paper Files

$100

This policy template is designed to assist you in developing your own standard Recordkeeping Policy.

Policy Rent Collection Template

$200

This policy template is designed to assist you in developing your own standard Rent Collection Policy.

Policy Repayment Agreement Template

$200

This policy template can be used when improper payments are discovered while using EIV or when improper payments are discovered at other times.

Policy Reporting Changes

$200

Updated for HOTMA. HOTMA requires that owner/agents develop a policy explaining how many days a resident has to report a change before they are in violation of the lease. This template includes a requirement to report within 30 days, but HUD has no official timeline. Owner/agents must edit this policy to conform to their own internal requirements. This information must be included in the property HOTMA TSP. For HOTMA, this policy must include an explanation of retroactive rent changes including rent changes that result in a reduction to rent. Some owner/agents choose to establish a separate policy. If you are updating House Rule, you may also consider adding this language to your House Rules. Please reference HH 4350.3 Paragraph 6-12 for information about Lease Changes. Modification of the House Rules is considered a lease change. Note from RBD: Owner/agents must wait for HOTMA compliant software and new HUD leases before changes to retroactive rent decreases is implemented.

Policy S504 Grievance Template

$200

This policy template is designed to assist you in developing your own standard Section 504 Grievance Policy.

Policy Security

$300

This policy template is designed to assist you in developing your own standard Security Policy.

Policy Streamlining

$150

Updated for HOTMA. This policy template is designed to assist you in developing your own standard Streamlining Policy. It describes when and how owner/agents implement HUD's Streamlined Verification of Assets and Streamlined Determination of Fixed Income and when the owner/agent uses Streamlined Certification for Fixed Income Families. This policy has been updated to include HOTMA Asset Thresholds. This HOTMA change can be implemented at any time. Owner/agents should document the tenant file if new Asset Thresholds are implemented.

Policy TenantOrganization

$200

This policy template is designed to assist you in developing your own standard Tenant Organization Policy.

Policy Training

$200

This policy template is designed to assist you in developing your own standard Staff Training Policy.

Policy Unit Inspection Template

$300

This policy template is designed to assist you in developing your own standard Unit Inspection Policy.

Policy Unit Transfers and Families Split Template

$300

This policy template is designed to assist you in developing your own standard Unit Transfer Policy.

Policy Utility Allowance Template

$150

This policy template is designed to assist you in developing a policy that describes the owner/agent's method for handling Utility Allowances including review of UA every year and distribution of Utility Reimbursements.

Policy VAWA Stand-alone Emergency Transfer Plan Template

$200

This policy template is designed to assist you in developing your own standard VAWA Emergency Transfer Policy.

Policy VAWA Template

$300

This policy template is designed to assist you in developing your own standard VAWA Policy. This policy does include the VAWA Emergency Transfer Policy.

Policy Verification of Household Composition Template

$200

This policy template is designed to assist you in developing your own standard policy regarding the verification of household composition. See HH 4350.3 Paragraph 3-27 for additional HUD guidance. This policy is used to assist with investigation of unauthorized residents and custodial arrangements.

FASTForms Individual Forms

Lease Attachment House Rules - Updated for HOTMA

Lease Attachment Pet Rules Elderly Template

Lease Attachment Pet/Animal Rules Family Template

Lease Attachment Pet/Animal Rules No Pets Template

Policy - HOTMA Hardship Exemptions - Deductions & Minimum Rent

Policy Assistance Animals Template

Policy – HOTMA Hardship Exemption Related to Deductions

Policy Bullying Template

Policy EIV Reporting Summary Template

Policy EIV Use Template (Including HOTMA Updates)

Policy Grievance for RAD Component 1 Template

Policy Grievance Template

Policy HOTMA HardshipEx Deductions Minimum Rent

Policy Maintenance

Policy Noncitizen Rule

Policy RAM Template

Policy Recordkeeping eStorage

Policy Recordkeeping Paper Files

Policy Rent Collection Template

Policy Repayment Agreement Template

Policy Reporting Changes

Policy S504 Grievance Template

Policy Security

Policy Streamlining

Policy TenantOrganization

Policy Training

Policy Unit Inspection Template

Policy Unit Transfers and Families Split Template

Policy Utility Allowance Template

Policy VAWA Stand-alone Emergency Transfer Plan Template

Policy VAWA Template

Policy Verification of Household Composition Template