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HOME Program Administration and Management

The HOME Investment Partnerships Program (HOME) has certain administrative requirements that must be followed as part of daily program operations. A Participating Jurisdiction (PJ) is responsible for ensuring that all HOME funds are used in accordance with these requirements, regardless of whether funds are actually administered by subrecipients, state recipients, or contractors. Each PJ may use up to 10 percent of each year’s HOME allocation for reasonable administrative and planning costs.

The following types of general administrative requirements are covered in this topic category:

  • Written Agreements

  • Project Tracking

  • Financial Management

  • Planning and Administration Costs

  • Record Keeping

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Policy Guidance

HOMEfires

HOMEfires Vol. 9, No. 4: Guidance on the HOME Maximum HOME Per-Unit Subsidy Limits: Higher Statutory Exceptions to the Maximum Section 221(D)(3) Mortgage Amounts (Revised)

Can PJs use the higher statutory exceptions to the maximum Section 221(d)(3) mortgage amounts, authorized by Section 221 of the General Provisions of Title II, Division K of the FY 2008 Appropriations Act, to determine their maximum HOME per-unit subsidy limits? HUD has issued a revised HOMEfires to provide more clarity on the procedures for establishing the maximum HOME per-unit subsidy limits.

Date Published: August 2008

HOMEfires Vol. 9, No. 2: Guidance on Documentation of Commitments that a PJ Made Before the 24-Month Commitment Deadline for Projects or Agreements not Set Up in IDIS

What constitutes acceptable documentation of commitments that a PJ made before the 24-month commitment deadline for projects or agreements not set up in IDIS?

Date Published: March 2008

HOMEfires Vol. 8, No. 1: Guidance on Using HOME Funds Outside of a PJ's Boundaries

Can a PJ use its HOME funds for projects outside its boundaries?

Date Published: October 2007

HOMEfires Vol. 5, No. 1: Guidance on Allowing Nonprofit Organizations that Are Removed from the FHA Nonprofit Organization Roster to Participate in the HOME Program

Can nonprofit organizations removed from the FHA Nonprofit Organization Roster participate in the HOME Program?

Date Published: April 2003

HOMEfires Vol. 4, No. 3: Amenities that are Suitable to Include in HOME Assisted Projects

How should a Participating Jurisdiction (PJ) determine which amenities are suitable to include in HOME assisted projects?

Date Published: July 2002

HOMEfires Vol. 3, No. 5: Twelve Month Construction Deadline and Six Month Transfer Deadlines

The definition of "commitment" in the HOME Final Rule states that, when a PJ commits funds to a specific project, there must be a reasonable expectation that construction will begin within twelve months for rehabilitation or, for acquisition only projects, be transferred within six months. Does this mean that projects that do not meet this requirement are ineligible and must be canceled?

Date Published: April 2001

HOMEfires Vol. 3, No. 4: Eligibility of Back Taxes, Fees or Charges as HOME Project Soft Cost

Are back taxes, fees or charges an eligible project soft cost for a project being acquired or rehabilitated with HOME funds?

Date Published: March 2001

HOME CPD Notices

Notice CPD-12-007: Operating Guidance for Implementing FY 2012 HOME Appropriation Requirements

Note: CPD Notice 14-08 supercedes CPD Notice 12-007.

This Notice provides background and requirements on the Consolidated and Further Continuing Appropriation Act of 2012 (PL 112-55) as well as information on the implementation of the FY2012 HOME Appropriation law.

Date Published: May 2012

Notice CPD-06-01: Admin and Soft Costs, Community Development Expenses under HOME and American Dream Downpayment Initiative

This Notice defines administrative costs and project-related soft costs in the HOME Program and the ADDI Program (24 CFR Part 92), clarifies the distinction between them, and provides guidance to PJs on how to categorize costs.

Date Published: February 2006

Notice CPD-03-08: Using HOME Funds in Addressing the Challenges of Homelessness

This Notice provides guidance to Field Offices and PJs in the use of HOME Program funds to assist individuals and families who are homeless or at risk of homelessness.

Date Published: July 2003

Notice CPD-01-13: Commitment: CHDO Reservation, and Expenditure Deadline Requirements for HOME

This Notice provides procedures for determining whether PJs have met the requirements established by the HOME Program Final Rule codified at 24 CFR 92.500(d).

Date Published: October 2001

Notice CPD-01-07: HOME- Designating New PJs; Reserving, Obligating, Reallocating Funds; Numbering Partnership Agreements (Supersedes CPD Notice 00-04)

This Notice serves to describe the following processes: designating new PJs; reserving and obligating HOME Program funds; reallocating funds; using Attachment A of the HOME Investment Partnership Agreements; and numbering form HUD-40093.

Date Published: May 2001

Notice CPD-01-05: Use of HOME Funds for Projects to be Occupied by Children in Foster Care

This Notice clarifies the Department's position concerning the use of HOME funds for projects to be occupied by children in foster care.  

Date Published: April 2001

Notice CPD-98-09: HOME Program Conflict of Interest Provisions (Supersedes CPD Notice 93-06)

This Notice explains the conflict of interest requirements applicable to the HOME Program.

Date Published: July 1998

Notice CPD-98-06: Commitment and Expenditure Deadline Requirements for the HOME Program (Supersedes CPD Notice 97-07)

The purpose of this Notice is to provide procedures for determining whether PJs have met the requirements for committing and expending funds in accordance with the requirements of 24 CFR 92.500(d) of the HOME Program regulation. This Notice updates the procedures in CPD Notice 97-07.

Date Published: May 1998

Notice CPD-98-01: Layering Guidance for HOME Participating Jurisdictions When Combining HOME Funds with Other Governmental Subsidies (Supersedes CPD Notice 94-24)

This Notice provides guidance to PJs in their development of local guidelines to evaluate projects using HOME funds in combination with other governmental assistance.

Date Published: January 1998

Notice CPD-97-09: HOME Program Income, Recaptured Funds, Repayments and CHDO Proceeds

This Notice provides guidance to PJs on the requirements governing program income, recaptured funds, repayments and proceeds from CHDO set-asides.

Date Published: September 1997

Notice CPD-97-07: Commitment and Expenditure Deadline Requirements for the HOME Program

The purpose of this Notice is to provide procedures for determining whether PJs have met the requirements for committing and expending funds in accordance with the requirements of 24 CFR 92.500(d) of the HOME Program regulation. This Notice updates the procedures in CPD Notice 95-04.

Date Published: May 1997

Notice CPD-96-09: Administrative Costs, Project-Related Soft Costs, and CHDO Operating Expenses under the HOME Program (Supersedes CPD Notice 94-13)

This Notice defines administrative costs and project-related soft costs in the HOME Program (24 CFR Part 92), clarifies the distinction between them, and provides guidance to participating jurisdictions (PJs) on how to categorize costs.

Date Published: December 1996

Notice CPD-96-05: Procurement of Consulting Services by CDBG Recipients, HOME PJs, and Subrecipients

This Notice provides information and guidance to CDBG program recipients, HOME PJs, and subrecipients (and for States that have adopted the Federal regulations on procurement referred to herein) on the procedures that should be followed to ensure proper procurement of goods and services.

Date Published: October 1996

Notice CPD-95-04: Commitment Requirements and Deobligation Procedures: HOME Program

The purpose of this Notice is to explain the procedures for determining whether PJs have met the requirement for committing FY 1993 HOME funds and to provide the procedures for deobligating uncommitted funds. This Notice updates and significantly streamlines the procedures in CPD Notice 94-15. Further, Field Offices will now have the lead responsibility for determining whether PJs have met the commitment requirements.

Date Published: May 1995

Other Policy Guidance

Guidebooks and Training Manuals

  

Building HOME: A HOME Program Primer - Training Manual and Slides

This training provides an overview of the HOME Program, including changes made to the regulations in 1996 with the publication of the HOME Final Rule.

Date Published: February 2012

HOME and Neighborhoods: A Guide to Comprehensive Revitalization Techniques

This guide reviews ways that HOME Participating Jurisdictions (PJs) can use HOME funds to meet local community revitalization goals and highlights the issues that HOME PJs must consider when planning for such use.

Date Published: September 2010

Templates and Forms

  

HUD Form 40107 - Annual Performance Report

This form is used to meet the data collection and reporting requirements of the HOME statute.

Date Published: July 2010

HUD Form SF-424

Date Published: April 2014

HUD Form 40093 - Funding Approval and HOME Investment Partnership Agreement - FY 2013 Grants

This form is an agreement between HUD and the PJ that identifies the previous HOME obligation, the current transaction, and the revised HOME obligation.

Date Published: May 2013

HUD's Willful Violation/Falsification Indicators (Payroll Data)

This document provides indicators that describe patterns that suggest payroll data have been falsified to conceal willful violations.

Date Published: February 2012

Labor Relations and Related Forms

This web page contains labor relations and related forms. 

Date Published: April 2013

Reports

  

HOME Dashboard Reports

This quarterly report was developed to provide elected officials and department and agency heads with a quick overview of their jurisdiction's performance in delivering affordable housing assistance with their HOME Program funds.

Date Published: December 2013

HOME Deadline Compliance Status Reports

These monthly reports assist PJs and HUD Field Offices in monitoring compliance with the 2-year commitment and CHDO reservation requirements of the HOME statute and the 5-year expenditure requirements of the HOME regulations.

Date Published: January 2014

HOME ENERGY STAR Unit Reports

These quarterly Federal Fiscal Year performance reports track the ENERGY STAR qualified HOME units that PJs record in HUD's Integrated Disbursement and Information System (IDIS).

Date Published: December 2013

HOME Expiring Funds Reports

This weekly report has been developed to assist PJs in identifying FY 2007 and older grant balances.

Date Published: January 2014

HOME HUD Initiated Activity Cancellation Reports

This monthly report displays all HOME activities automatically cancelled by IDIS.

Date Published: January 2014

HOME National Production Reports

This monthly cumulative summary report of HOME data by Federal Fiscal Year (FY) includes: allocations, commitments, disbursements, leveraging ratios, low-income benefit, committed funds by activity type, and HOME cost per unit by tenure and activity type.

Date Published: December 2013

HOME PJs Open Activities Reports

PJs can use this report to view open activities in IDIS including activities with 100 percent of the funds drawn and with a status code of FD, or final draw.

Date Published: December 2013

HOME Performance SNAPSHOT & PJ Rankings Reports

The HOME Program Performance SNAPSHOTs are quarterly cumulative performance reports, which can be useful in tracking the HOME program progress of participating jurisdictions (PJs) and in keeping constituents more fully informed of the types of activities undertaken with HOME funds.

Date Published: December 2013

HOME PJs Vacant Unit Reports

The purpose of the HOME PJs Vacant Units Reports is to help HOME participating jurisdictions (PJs) identify units in HOME projects that are marked "vacant" in the Integrated Disbursement and Information System (IDIS).

Date Published: December 2013

2012/2013 HOME Activities Reports

PJs can use this report to view activities with the 2012 or 2013 program year in IDIS, including; activities that are open, activities in final draw, or completed activities.

Date Published: December 2013

2012/2013 HOME Homebuyer Activities Reports

PJs can use this report to view homebuyer activities with the 2012 or 2013 program year in IDIS that are in final draw, and those 2012 or 2013 HOME homebuyer activities with more than 90 percent of the HOME funds drawn yet no draws in the past six months.

Date Published: December 2013

Compliance Resources

  

HOME Written Agreement Checklists

These checklists are designed to review HOME written agreements for compliance with HOME regulatory requirements

Date Published: April 2010