Income Calculation and Determination Guide
NOTE: Any questions, concerns or suggestions, please e-mail: incomemanual@hcd.ca.gov.
- Current CDBG and HOME Income Limits
Income Calculation and Determination Guide for Federal Programs, First Edition July 2010
- Cover and Preface (DOC)
- Chapter One — Overview (DOC)
- Chapter Two — General Requirements (DOC)
- Chapter Three — Calculating Annual (Gross) Income (DOC)
- Chapter Four — Recertification of Income Eligibility (DOC)
- Chapter Five — Calculating Adjusted Income (DOC)
- Chapter Six — Calculating Rent and Assistance Amounts (DOC)
- Chapter Seven — Self-Certification in the CDBG Program (Revisions Coming Soon)
- Chapter Eight — “Red Flag” Questions and Answers (DOC)
Appendix A — Glossary of Terms (DOC)
Appendix B — Annual Income Inclusions and Exclusions (DOC)
Appendix C — Asset Inclusions and Exclusions (DOC)
Appendix D — CDBG Matrix for Income Qualification Methods (DOC)
Appendix E — Self-Certification Forms
- Business Assistance Staffing ;Self-Certification Form (PDF) (Updated: January 2014)
Appendix F — Sample Applications
Appendix G — Eligibility Determination Worksheets
- Income Calculation and Certification WorksheetExcel download (XLS)
- Tenant Income Calculation and Recertification WorksheetExcel download (XLS)
Appendix H — Sample Format for Computing Tenant Share of Rent for Tenant Based Rental Assistance (TBRA) Excel download (XLS)
Appendix I — Sample Verification Forms for Determining Annual (Gross) Incomes
- HOME Program Eligibility Release Form (DOC)
- Verification of Employment Form (DOC)
- Verification of Income from Business Form (DOC)
- Verification of Social Security Benefits Form (DOC)
- Verification of Pension and Annuities Form (DOC)
- Verification of Veterans Administration Benefits Form (DOC)
- Verification of Unemployment Benefits Form (DOC)
- Verification of Public Assistance Income Form (DOC)
- Verification of Child Support Payments Form (DOC)
- Verification of Alimony or Separation Payments Form (DOC)
- Verification of Recurring Cash Contributions Form (DOC)
- Verification of Income from Military Service Form (DOC)
- Verification of Assets on Deposit Form (DOC)
- Verification of Assets Disposed Form (DOC)
- Record of Oral Verification Form (DOC)
Appendix J — Sample Verification Forms for Determining Part 5 Adjusted Incomes
- Verification of Full-Time Student Status Form (DOC)
- Verification of Medical Expenses Form (DOC)
- Verification of Transportation to Medical Treatment Form (DOC)
- Verification of Prescription - Nonprescription Expense Form (DOC)
- Verification of Child Care - Dependent Care Form (DOC)
Appendix K — Annual Recertification of Income Forms
- Annual Recertification Notice Form (DOC)
- Recertification Interview and Verification Record Form (DOC)
- Recertification of Annual Income by Government Programs Form (DOC)