ADMINISTRATIVE PLAN - San Antonio Housing Authority
ADMINISTRATIVE PLAN - San Antonio Housing Authority ADMINISTRATIVE PLAN - San Antonio Housing Authority
PART IV: VERIFYING MANDATORY DEDUCTIONS7-IV.A. DEPENDENT AND ELDERLY/DISABLED HOUSEHOLD DEDUCTIONSThe dependent and elderly/disabled family deductions require only that the PHA verify that thefamily members identified as dependents or elderly/disabled persons meet the statutorydefinitions. No further verifications are required.Dependent DeductionSee Chapter 6 (6-II.B.) for a full discussion of this deduction. The PHA must verify that:Any person under the age of 18 for whom the dependent deduction is claimed is not the head,spouse, or cohead of the family and is not a foster childAny person age 18 or older for whom the dependent deduction is claimed is not a foster adultor live-in aide, and is a person with a disability or a full time studentElderly/Disabled Family DeductionSee Eligibility chapter for a definition of elderly and disabled families and Chapter 6 (6-II.C.) fora discussion of the deduction. The PHA must verify that the head, spouse, or cohead is 62 yearsof age or older or a person with disabilities.7-IV.B. MEDICAL EXPENSE DEDUCTIONPolicies related to medical expenses are found in 6-II.D. The amount of the deduction will beverified following the standard verification procedures described in Part I.Amount of ExpensePHA PolicyThe PHA will provide a third-party verification form directly to the medical providerrequesting the needed information.Medical expenses will be verified through:Third-party verification form signed by the provider, when possibleIf third party is not possible, copies of cancelled checks used to make medicalexpense payments and/or printouts or receipts from the source will be used. In thiscase the PHA will make a best effort to determine what expenses from the pastare likely to continue to occur in the future. The PHA will also accept evidence ofmonthly payments or total payments that will be due for medical expenses duringthe upcoming 12 months.If third-party or document review is not possible, written family certification as tocosts anticipated to be incurred during the upcoming 12 months© Copyright 2008 Nan McKay & Associates, Inc.Page 7-24Revised/Approved 04/08/10 (Eff: 07/01/10)Unlimited copies may be made for internal use.
In addition, the PHA must verify that:The household is eligible for the deduction.The costs to be deducted are qualified medical expenses.The expenses are not paid for or reimbursed by any other source.Costs incurred in past years are counted only once.Eligible HouseholdThe medical expense deduction is permitted only for households in which the head, spouse, orcohead is at least 62, or a person with disabilities. The PHA must verify that the family meets thedefinition of an elderly or disabled family provided in the Eligibility chapter and as described inChapter 7 (7-IV.A.) of this plan.Qualified ExpensesTo be eligible for the medical expenses deduction, the costs must qualify as medical expenses.See Chapter 6 (6-II.D.) for the PHA’s policy on what counts as a medical expense.Unreimbursed ExpensesTo be eligible for the medical expenses deduction, the costs must not be reimbursed by anothersource.PHA PolicyThe family will be required to certify that the medical expenses are not paid orreimbursed to the family from any source.Expenses Incurred in Past YearsPHA PolicyWhen anticipated costs are related to on-going payment of medical bills incurred in pastyears, the PHA will verify:The anticipated repayment scheduleThe amounts paid in the past, andWhether the amounts to be repaid have been deducted from the family’s annualincome in past years© Copyright 2008 Nan McKay & Associates, Inc.Page 7-25Revised/Approved 04/08/10 (Eff: 07/01/10)Unlimited copies may be made for internal use.
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- Page 216 and 217: EXHIBIT 7-2: SUMMARY OF DOCUMENTATI
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- Page 222 and 223: Lack of security for the unitNo uti
- Page 224 and 225: PART II: THE INSPECTION PROCESS8-II
- Page 226 and 227: PHA PolicyIf any HQS violations are
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- Page 230 and 231: If an owner fails to correct HQS de
- Page 232 and 233: The PHA must make a rent reasonable
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- Page 242 and 243: The owner and the family must submi
- Page 244 and 245: PHA-Owned Units [24 CFR 982.352(b)]
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In addition, the PHA must verify that:The household is eligible for the deduction.The costs to be deducted are qualified medical expenses.The expenses are not paid for or reimbursed by any other source.Costs incurred in past years are counted only once.Eligible HouseholdThe medical expense deduction is permitted only for households in which the head, spouse, orcohead is at least 62, or a person with disabilities. The PHA must verify that the family meets thedefinition of an elderly or disabled family provided in the Eligibility chapter and as described inChapter 7 (7-IV.A.) of this plan.Qualified ExpensesTo be eligible for the medical expenses deduction, the costs must qualify as medical expenses.See Chapter 6 (6-II.D.) for the PHA’s policy on what counts as a medical expense.Unreimbursed ExpensesTo be eligible for the medical expenses deduction, the costs must not be reimbursed by anothersource.PHA PolicyThe family will be required to certify that the medical expenses are not paid orreimbursed to the family from any source.Expenses Incurred in Past YearsPHA PolicyWhen anticipated costs are related to on-going payment of medical bills incurred in pastyears, the PHA will verify:The anticipated repayment scheduleThe amounts paid in the past, andWhether the amounts to be repaid have been deducted from the family’s annualincome in past years© Copyright 2008 Nan McKay & Associates, Inc.Page 7-25Revised/Approved 04/08/10 (Eff: 07/01/10)Unlimited copies may be made for internal use.