[Code of Federal Regulations]
[Title 24, Volume 4]
[Revised as of April 1, 2007]
From the U.S. Government Printing Office via GPO Access
[CITE: 24CFR982.4]

[Page 570-574]
 
                 TITLE 24--HOUSING AND URBAN DEVELOPMENT
 
CHAPTER IX--OFFICE OF ASSISTANT SECRETARY FOR PUBLIC AND INDIAN HOUSING, 
 
PART 982_SECTION 8 TENANT BASED ASSISTANCE: HOUSING CHOICE VOUCHER PROGRAM--
 
                      Subpart A_General Information
 
Sec.  982.4  Definitions.

    (a) Definitions found elsewhere:
    (1) General definitions. The terms 1937 Act, HUD, and MSA, are 
defined in 24 CFR part 5, subpart A.
    (2) Terms found elsewhere. The following terms are defined in part 
5, subpart A of this title: 1937 Act, covered person, drug, drug-related 
criminal activity, federally assisted housing, guest, household, HUD, 
MSA, other person under the tenant's control, public housing, Section 8, 
and violent criminal activity.
    (3) Definitions concerning family income and rent. The terms 
``adjusted income,'' ``annual income,'' ``extremely low income family,'' 
``tenant rent,'' ``total tenant payment,'' ``utility allowance,'' 
``utility reimbursement,'' and ``welfare assistance'' are defined in 
part 5, subpart F of this title. The definitions of ``tenant rent'' and 
``utility reimbursement'' in part 5, subpart F of this title, apply to 
the certificate program, but do not apply to the tenant-based voucher 
program under part 982.
    (b) In addition to the terms listed in paragraph (a) of this 
section, the following definitions apply:

[[Page 571]]

    Absorption. In portability (under subpart H of this part 982): the 
point at which a receiving PHA stops billing the initial PHA for 
assistance on behalf of a portability family. The receiving PPHA uses 
funds available under the receiving PHA consolidated ACC.
    Administrative fee. Fee paid by HUD to the PHA for administration of 
the program. See Sec.  982.152.
    Administrative fee reserve (formerly ``operating reserve''). Account 
established by PHA from excess administrative fee income. The 
administrative fee reserve must be used for housing purposes. See Sec.  
982.155.
    Administrative plan. The plan that describes PHA policies for 
administration of the tenant-based programs. See Sec.  982.54.
    Admission. The point when the family becomes a participant in the 
program. The date used for this purpose is the effective date of the 
first HAP contract for a family (first day of initial lease term) in a 
tenant-based program.
    Applicant (applicant family). A family that has applied for 
admission to a program but is not yet a participant in the program.
    Budget authority. An amount authorized and appropriated by the 
Congress for payment to HAs under the program. For each funding 
increment in a PHA program, budget authority is the maximum amount that 
may be paid by HUD to the PHA over the ACC term of the funding 
increment.
    Common space. In shared housing: Space available for use by the 
assisted family and other occupants of the unit.
    Congregate housing. Housing for elderly persons or persons with 
disabilities that meets the HQS for congregate housing. A special 
housing type: see Sec.  982.606 to Sec.  982.609.
    Continuously assisted. An applicant is continuously assisted under 
the 1937 Act if the family is already receiving assistance under any 
1937 Act program when the family is admitted to the certificate or 
voucher program.
    Cooperative. Housing owned by a corporation or association, and 
where a member of the corporation or association has the right to reside 
in a particular unit, and to participate in management of the housing.
    Cooperative member. A family of which one or more members owns 
membership shares in a cooperative.
    Domicile. The legal residence of the household head or spouse as 
determined in accordance with State and local law.
    Downpayment assistance grant. A form of homeownership assistance in 
the homeownership option: A single downpayment assistance grant for the 
family. If a family receives a downpayment assistance grant, a PHA may 
not make monthly homeownership assistance payments for the family. A 
downpayment assistance grant is applied to the downpayment for purchase 
of the home or reasonable and customary closing costs required in 
connection with purchase of the home.
    Fair market rent (FMR). The rent, including the cost of utilities 
(except telephone), as established by HUD for units of varying sizes (by 
number of bedrooms), that must be paid in the housing market area to 
rent privately owned, existing, decent, safe and sanitary rental housing 
of modest (non-luxury) nature with suitable amenities. See periodic 
publications in the Federal Register in accordance with 24 CFR part 888.
    Family. A person or group of persons, as determined by the PHA, 
approved to reside in a unit with assistance under the program. See 
discussion of family composition at Sec.  982.201(c).
    Family rent to owner. In the voucher program, the portion of rent to 
owner paid by the family. For calculation of family rent to owner, see 
Sec.  982.515(b).
    Family self-sufficiency program (FSS program). The program 
established by a PHA in accordance with 24 CFR part 984 to promote self-
sufficiency of assisted families, including the coordination of 
supportive services (42 U.S.C. 1437u).
    Family share. The portion of rent and utilities paid by the family. 
For calculation of family share, see Sec.  982.515(a).
    Family unit size. The appropriate number of bedrooms for a family, 
as determined by the PHA under the PHA subsidy standards.
    First-time homeowner. In the homeownership option: A family of which 
no member owned any present ownership

[[Page 572]]

interest in a residence of any family member during the three years 
before commencement of homeownership assistance for the family. The term 
``first-time homeowner'' includes a single parent or displaced homemaker 
(as those terms are defined in 12 U.S.C. 12713) who, while married, 
owned a home with his or her spouse, or resided in a home owned by his 
or her spouse.
    Funding increment. Each commitment of budget authority by HUD to a 
PHA under the consolidated annual contributions contract for the PHA 
program.
    Gross rent. The sum of the rent to owner plus any utility allowance.
    Group home. A dwelling unit that is licensed by a State as a group 
home for the exclusive residential use of two to twelve persons who are 
elderly or persons with disabilities (including any live-in aide). A 
special housing type: see Sec.  982.610 to Sec.  982.614.
    HAP contract. Housing assistance payments contract.
    Home. In the homeownership option: A dwelling unit for which the PHA 
pays homeownership assistance.
    Homeowner. In the homeownership option: A family of which one or 
more members owns title to the home.
    Homeownership assistance. Assistance for a family under the 
homeownership option. There are two alternative and mutually exclusive 
forms of homeownership assistance by a PHA for a family: monthly 
homeownership assistance payments, or a single downpayment assistance 
grant. Either form of homeownership assistance may be paid to the 
family, or to a mortgage lender on behalf of the family.
    Homeownership expenses. In the homeownership option: A family's 
allowable monthly expenses for the home, as determined by the PHA in 
accordance with HUD requirements (see Sec.  982.635).
    Homeownership option. Assistance for a homeowner or cooperative 
member under Sec.  982.625 to Sec.  982.641. A special housing type.
    Housing assistance payment. The monthly assistance payment by a PHA, 
which includes:
    (1) A payment to the owner for rent to the owner under the family's 
lease; and
    (2) An additional payment to the family if the total assistance 
payment exceeds the rent to owner.
    Housing quality standards (HQS). The HUD minimum quality standards 
for housing assisted under the tenant-based programs. See Sec.  982.401.
    Initial PHA. In portability, the term refers to both:
    (1) a PHA that originally selected a family that later decides to 
move out of the jurisdiction of the selecting PHA; and
    (2) a PHA that absorbed a family that later decides to move out of 
the jurisdiction of the absorbing PHA.
    Initial payment standard. The payment standard at the beginning of 
the HAP contract term.
    Initial rent to owner. The rent to owner at the beginning of the HAP 
contract term.
    Interest in the home. In the homeownership option:
    (1) In the case of assistance for a homeowner, ``interest in the 
home'' includes title to the home, any lease or other right to occupy 
the home, or any other present interest in the home.
    (2) In the case of assistance for a cooperative member, ``interest 
in the home'' includes ownership of membership shares in the 
cooperative, any lease or other right to occupy the home, or any other 
present interest in the home.
    Jurisdiction. The area in which the PHA has authority under State 
and local law to administer the program.
    Lease. (1) A written agreement between an owner and a tenant for the 
leasing of a dwelling unit to the tenant. The lease establishes the 
conditions for occupancy of the dwelling unit by a family with housing 
assistance payments under a HAP contract between the owner and the PHA.
    (2) In cooperative housing, a written agreement between a 
cooperative and a member of the cooperative. The agreement establishes 
the conditions for occupancy of the member's cooperative dwelling unit 
by the member's family with housing assistance payments to the 
cooperative under a HAP contract between the cooperative and the PHA. 
For purposes of this part 982, the cooperative is the Section 8 
``owner'' of the

[[Page 573]]

unit, and the cooperative member is the Section 8 ``tenant.''
    Manufactured home. A manufactured structure that is built on a 
permanent chassis, is designed for use as a principal place of 
residence, and meets the HQS. A special housing type: see Sec.  982.620 
and Sec.  982.621.
    Manufactured home space. In manufactured home space rental: A space 
leased by an owner to a family. A manufactured home owned and occupied 
by the family is located on the space. See Sec.  982.622 to Sec.  
982.624.
    Membership shares. In the homeownership option: shares in a 
cooperative. By owning such cooperative shares, the share-owner has the 
right to reside in a particular unit in the cooperative, and the right 
to participate in management of the housing.
    Merger date. October 1, 1999.
    Notice of Funding Availability (NOFA). For budget authority that HUD 
distributes by competitive process, the Federal Register document that 
invites applications for funding. This document explains how to apply 
for assistance and the criteria for awarding the funding.
    Owner. Any person or entity with the legal right to lease or 
sublease a unit to a participant.
    Participant (participant family). A family that has been admitted to 
the PHA program and is currently assisted in the program. The family 
becomes a participant on the effective date of the first HAP contract 
executed by the PHA for the family (first day of initial lease term).
    Payment standard. The maximum monthly assistance payment for a 
family assisted in the voucher program (before deducting the total 
tenant payment by the family).
    PHA plan. The annual plan and the 5-year plan as adopted by the PHA 
and approved by HUD in accordance with part 903 of this chapter.
    Portability. Renting a dwelling unit with Section 8 tenant-based 
assistance outside the jurisdiction of the initial PHA.
    Premises. The building or complex in which the dwelling unit is 
located, including common areas and grounds.
    Present homeownership interest. In the homeownership option: 
``Present ownership interest'' in a residence includes title, in whole 
or in part, to a residence, or ownership, in whole or in part, of 
membership shares in a cooperative. ``Present ownership interest'' in a 
residence does not include the right to purchase title to the residence 
under a lease-purchase agreement.
    Private space. In shared housing: The portion of a contract unit 
that is for the exclusive use of an assisted family.
    Program. The Section 8 tenant-based assistance program under this 
part.
    Program receipts. HUD payments to the PHA under the consolidated 
ACC, and any other amounts received by the PHA in connection with the 
program.
    Public housing agency (PHA). PHA includes both:
    (1) Any State, county, municipality, or other governmental entity or 
public body which is authorized to administer the program (or an agency 
or instrumentality of such an entity), and
    (2) Any of the following:
    (i) A consortium of housing agencies, each of which meets the 
qualifications in paragraph (1) of this definition, that HUD determines 
has the capacity and capability to efficiently administer the program 
(in which case, HUD may enter into a consolidated ACC with any legal 
entity authorized to act as the legal representative of the consortium 
members);
    (ii) Any other public or private non-profit entity that was 
administering a Section 8 tenant-based assistance program pursuant to a 
contract with the contract administrator of such program (HUD or a PHA) 
on October 21, 1998; or
    (iii) For any area outside the jurisdiction of a PHA that is 
administering a tenant-based program, or where HUD determines that such 
PHA is not administering the program effectively, a private non-profit 
entity or a governmental entity or public body that would otherwise lack 
jurisdiction to administer the program in such area.
    Reasonable rent. A rent to owner that is not more than rent charged:
    (1) For comparable units in the private unassisted market; and
    (2) For comparable unassisted units in the premises.

[[Page 574]]

    Receiving PHA. In portability: A PHA that receives a family selected 
for participation in the tenant-based program of another PHA. The 
receiving PHA issues a voucher and provides program assistance to the 
family.
    Renewal units. The number of units, as determined by HUD, for which 
funding is reserved on HUD books for a PHA's program. This number is 
used is calculating renewal budget authority in accordance with Sec.  
982.102.
    Rent to owner. The total monthly rent payable to the owner under the 
lease for the unit. Rent to owner covers payment for any housing 
services, maintenance and utilities that the owner is required to 
provide and pay for.
    Residency preference. A PHA preference for admission of families 
that reside anywhere in a specified area, including families with a 
member who works or has been hired to work in the area (``residency 
preference area'').
    Residency preference area. The specified area where families must 
reside to qualify for a residency preference.
    Shared housing. A unit occupied by two or more families. The unit 
consists of both common space for shared use by the occupants of the 
unit and separate private space for each assisted family. A special 
housing type: see Sec.  982.615 to Sec.  982.618.
    Single room occupancy housing (SRO). A unit that contains no 
sanitary facilities or food preparation facilities, or contains either, 
but not both, types of facilities. A special housing type: see Sec.  
982.602 to Sec.  982.605.
    Special admission. Admission of an applicant that is not on the PHA 
waiting list or without considering the applicant's waiting list 
position.
    Special housing types. See subpart M of this part 982. Subpart M of 
this part states the special regulatory requirements for: SRO housing, 
congregate housing, group home, shared housing, manufactured home 
(including manufactured home space rental), cooperative housing (rental 
assistance for cooperative member) and homeownership option 
(homeownership assistance for cooperative member or first-time 
homeowner).
    Statement of homeowner obligations. In the homeownership option: The 
family's agreement to comply with program obligations.
    Subsidy standards. Standards established by a PHA to determine the 
appropriate number of bedrooms and amount of subsidy for families of 
different sizes and compositions.
    Suspension. Stopping the clock on the term of a family's voucher, 
for such period as determined by the PHA, from the time when the family 
submits a request for PHA approval of the tenancy, until the time when 
the PHA approves or denies the request.
    Tenant. The person or persons (other than a live-in aide) who 
executes the lease as lessee of the dwelling unit.
    Tenant rent. For a tenancy in the certificate program: The total 
tenant payment minus any utility allowance.
    Utility reimbursement. In the voucher program, the portion of the 
housing assistance payment which exceeds the amount of the rent to 
owner. (See Sec.  982.514(b)). (For the certificate program, ``utility 
reimbursement'' is defined in part 5, subpart F of this title.)
    Voucher holder. A family holding a voucher with an unexpired term 
(search time).
    Voucher (rental voucher). A document issued by a PHA to a family 
selected for admission to the voucher program. This document describes 
the program and the procedures for PHA approval of a unit selected by 
the family. The voucher also states obligations of the family under the 
program.
    Waiting list admission. An admission from the PHA waiting list.
    Welfare-to-work (WTW) families. Families assisted by a PHA with 
voucher funding awarded to the PHA under the HUD welfare-to-work voucher 
program (including any renewal of such WTW funding for the same 
purpose).

[63 FR 23857, Apr. 30, 1998; 63 FR 31625, June 10, 1998, as amended at 
64 FR 26641, May 14, 1999; 64 FR 49658, Sept. 14, 1999; 64 FR 56887, 
56911, Oct. 21, 1999; 65 FR 16821, Mar. 30, 2000; 65 FR 55161, Sept. 12, 
2000; 66 FR 28804, May 24, 2001; 66 FR 33613, June 22, 2001; 67 FR 
64492, Oct. 18, 2002]