Right Column

Income Calculation and Determination Guide for Federal Programs

Current CDBG and HOME Income Limits

Income Calculation and Determination Guide for Federal Programs, First Edition July 2010

• Chapter One - Overview
• Chapter Two - General Requirements
• Chapter Three - Calculating Annual (Gross) Income
• Chapter Four - Recertification of Income Eligibility
• Chapter Five - Calculating Adjusted Income
• Chapter Six - Calculating Rent and Assistance Amounts
• Chapter Seven - Self-Certification in the CDBG Program
• Chapter Eight - “Red Flag” Questions and Answers

Appendices:

• Appendix A - Glossary of Terms
• Appendix B - Annual Income Inclusions and Exclusions
• Appendix C - Asset Inclusions and Exclusions
• Appendix D - CDBG Matrix for Income Qualification Methods
• Appendix E - Self-Certification Forms
  • Self-Certification for Business Assitance New Hire or Retained Jobs
  • Self-Certification for CDBG Public Services or Facilities
  • Self-Certification for Micro-Enterprise Technical Assistance and Support Services
• Appendix F - Sample Applications
  • Sample Application for Homebuyers
  • Sample Application for TBRA
• Appendix G - Eligibility Determination Worksheets
  • Income Calculation and Certification Worksheet
  • Tenant Income Calculation and Recertification Worksheet
• Appendix H - Sample Format for Computing Tenant Share of Rent for Tenant Based Rental Assistance (TBRA)
• Appendix I - Sample Verification Forms for Determining Annual (Gross) Incomes
  • HOME Program Eligibility Release Form
  • Verification of Employment Form
  • Verification of Income from Business Form
  • Verification of Social Security Benefits Form
  • Verification of Pension and Annuities Form
  • Verification of Veterans Administration Benefits Form
  • Verification of Unemployement Benefits Form
  • Verification of Public Assistance Income Form
  • Verification of Child Support Payments Form
  • Verification of Alimony or Separation Payments Form
  • Verification of Recurring Cash Contributions Form
  • Verification of Income from Military Service Form
  • Verification of Assets on Deposit Form
  • Verification of Assets Disposed Form
  • Record of Oral Verification Form
• Appendix J - Sample Verification Forms for Determining Part 5 Adjusted Incomes
  • Verification of Full-Time Student Status Form
  • Verification of Medical Expenses Form
  • Verification of Transportation to Medical Treatment Form
  • Verification of Prescription - Nonprescription Expense Form
  • Verification of Child Care - Dependent Care Form
• Appendix K - Annual Recertification of Income Forms
  • Annual Recertification Notice Form
  • Recertification Interview and Verification Record Form
  • Recertification of Annual Income by Government Programs Form
• Appendix L - 24 CFR Part 5

NOTE:  Any questions, concerns or suggestions, please email: incomemanual@hcd.ca.gov