Implement Tenant Occupancy, Visual Assessment, and Ongoing Maintenance
Use the tools below to implement Tenant Occupancy, Visual Assessment, and Ongoing Maintenance for PBA for single family units and multifamily units receiving up to and including $5,000/unit/year.
Unless the unit is exempt, the owners must provide a pamphlet, a disclosure form and disclose all known information about LBP, LBP hazards, and mitigation steps.
Tool Name | Description |
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Protect Your Family from Lead in Your Home Pamphlet | Ensures tenants are aware of lead safety. The tenant who signs the lease/rental agreement should receive this pamphlet and it should be retained with a signed copy of the disclosure form in the tenant file (property owner keeps original). |
Sample Disclosure Form for Rental English | Spanish |
Provides disclosure form to tenants to show lead hazard activities undertaken. This is given by the owners/landlords. Owners use the form to disclose all known information, including no knowledge, of the presence of LBP and hazard reduction work. Tenants must acknowledge receipt of the owner’s information. |
Owners/landlords are encouraged to track occupants with children under 6 years of age and request tenants to inform them if and when their child has an elevated blood lead level of 5 micrograms of lead per deciliter of blood or higher.
Tool Name | Description |
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Owner’s Guide to Identifying and Tracking Occupants and Expected Occupants under 6 Years Old | Helps track units that are subject to the LSHR for visual assessment for Tenant-Based Rental Assistance (TBRA) and risk assessment for PBA, hazard reduction, clearance, and response to EBLL. |
TBRA and PBA Resident Instructions | Helps residents understand their responsibility and protections to ensure lead safety in pre-1978 units. |
Log of Covered Units – Lead Hazard Assessment and Reduction | Helps track lead hazard assessments and reduction work for other covered units. |
State and Local Rules: Many states and localities have their own rules for lead evaluation and hazard reduction. These may be more stringent or just different from the federal rules, but in all cases at least the items above must be completed.
All PBA units in this assistance category must have Visual Assessments for deteriorated paint, including common areas, and the paint stabilized prior to a resident’s move-in, annually thereafter, and at unit turnover. Owners must have and implement an ongoing LBP maintenance plan.
Tool Name | Description |
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Log of Visual Assessment and Resolution Report | Records when the inspector, trained in visual assessment techniques, performed the visual assessment and documents the location, how much (area) deteriorated paint was found, and owner's responsibility to treat and clear the hazards. |
Sample Certification for Ongoing Monitoring and Maintenance - Visual Assessment | Certifies ongoing maintenance requirements are met when only visual assessment is needed for evaluation. |
For all work that disturbs paint above the HUD LSHR de minimis level, the work must meet certain HUD and Environmental Protection Act (EPA) requirements, including optional paint testing or the presumption of lead of identified deteriorated paint. If lead is present or presumed, then lead safe work practices and worker/occupant protection procedures must be implemented and documented. View the Hazard Reduction Module for more information on these procedures.
If a small repair meets the HUD standard for de minimis, complete Part 2 of the LSHR Screening on Exemption or Limited Exemption.
Tool Name | Description |
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LSHR Screening on Exemption or Limited Exemption | Determines if there is a one-time small repair exemption for some requirements. |
Log of Visual Assessment and Resolution Report | Records when the inspector, trained in visual assessment techniques, performed the visual assessment and documents the location, how much (area) deteriorated paint was found, and owner's responsibility to treat and clear the hazards. |
When repair work and ongoing maintenance is complete, clearance must be completed. Watch the Clearance Examination Highlights video to learn the basics of how to complete a clearance examination.
Additional EPA Requirements
The EPA requires that all work disturbing paint in pre-1978 residential properties above the Renovation, Repair, and Painting (RRP) de minimis level (different from HUD LSHR) follow certain requirements, similar to, but separate from the LSHR requirements. See Guidance on Reconciliation of RRP and LSHR for more information.
Any report of a child under 6 years of age with elevated blood lead level requires following the guidance in Respond to a Child with an EBLL.