QuorumFile

Every HOTMA figure your ACOP has to state

HOTMA sections 102 and 104 fix a small number of figures and leave the rest to the agency. The ones below are the fixed ones — the asset limit, the self-certification threshold, the medical-expense floor, the interim-reexamination threshold and the over-income clock — plus the plan-process deadlines an amendment has to clear before 1 January 2027.

Everything else in this table is a date, and the last row is the one that decides whether starting now is still enough.

Every value is the one carried in this site’s claim register, re-verified against its primary source on 2026-07-28.
What it governsThe figure HOTMA fixesWhere it comes from
When PHAs must startSeptember 2026HUD Notice PIH 2026-15, issued 14 May 2026
When HUD enforces1 January 2027HUD Notice PIH 2026-15, issued 14 May 2026
Who is exemptMTW demonstration PHAs, and PHAs using HUD's Family Reporting Software (FRS) exclusivelyHUD Notice PIH 2026-15, issued 14 May 2026
Net asset limit$100,000, adjusted annually by HUD in accordance with CPI-W24 CFR 5.618(a)(1)(i)
Self-certification threshold$50,000, adjusted annually in accordance with CPI-W24 CFR 5.618(b)(1); 24 CFR 982.516(a)(3)
Discretion on the asset limitthe flexibility exists only pursuant to a policy adopted by the PHA or owner — unadopted discretion is no discretion24 CFR 5.618(c)(2)
Delay cap on noncompliancenot more than 6 months24 CFR 5.618(d)
Medical expense floor10 percent of annual income (raised from 3 percent), with phased-in relief at 5% then 7.5% over 24 months for families holding the deduction as of 1 January 202424 CFR 5.611(a)(3), (c)(1)
Interim reexamination threshold10 percent of annual adjusted income — a PHA may decline below it on a decrease, and must conduct at or above it on an increase; a PHA may set a LOWER threshold for decreases24 CFR 960.257(b)(2), (b)(3); 24 CFR 982.516(c)(2), (c)(3)
Over-income limit and clock2.4 times the applicable very-low-income limit; 24 consecutive months, after which the PHA must either terminate the tenancy or charge the alternative non-public-housing rent24 CFR 960.507(a), (b), (d)
Notice before the hearingnot later than 45 days before the public hearing24 CFR 903.17(b)
Annual Plan due dateno later than 75 days before the commencement of the PHA's fiscal year24 CFR 903.5(a)(3), (b)(3)
5-Year Plan due dateonce every 5 PHA fiscal years, no later than 75 days before the commencement of the PHA’s fiscal year, for ALL PHAs24 CFR 903.5(a)(3)
HUD review period75 days after submission; if no notice of disapproval issues by the 75th day the amendment is deemed approved — except for a troubled PHA, which requires written notice either way24 CFR 903.23(c)(2), (c)(3) and (c)(4)
Qualified PHA550 or fewer combined public housing units and section 8(o) vouchers, not designated troubled, and no failing SEMAP score in the prior 12 months24 CFR 903.3(c) (implementing HERA § 2702, amending 42 U.S.C. 1437c-1(b))
Small-PHA streamlined planfewer than 250 public housing units (vouchers not counted) and not designated troubled — eligible to file a STREAMLINED Annual Plan, not exempt from filing one24 CFR 903.11(a)(2) and (c)(2)