Section 8 Housing Assistance Payments Program-Contract Rent Annual Adjustment Factors (AAFs), Fiscal Year 2011, 14421-14424 [2011-6065]
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Federal Register / Vol. 76, No. 51 / Wednesday, March 16, 2011 / Notices
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Dated: March 09, 2011.
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[FR Doc. 2011–6064 Filed 3–15–11; 8:45 am]
BILLING CODE 4210–72–P
DEPARTMENT OF HOUSING AND
URBAN DEVELOPMENT
[Docket No. FR–5489–N–01]
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Section 8 Housing Assistance
Payments Program—Contract Rent
Annual Adjustment Factors (AAFs),
Fiscal Year 2011
Office of the Assistant
Secretary for Policy Development and
Research, HUD.
ACTION: Notice.
AGENCY:
The United States Housing
Act of 1937 requires that assistance
SUMMARY:
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contracts signed by owners participating
in the Department’s Section 8 housing
assistance payment programs provide
annual adjustment to monthly rentals
for units covered by the contract. This
Notice announces revised Contract Rent
AAFs for adjustment of contract rents
on assistance contract anniversaries.
The factors are based on a formula using
residential rent and utility cost changes
from the most current annual Bureau of
Labor Statistics Consumer Price Index
(CPI) survey. These factors are applied
at Housing Assistance Payment (HAP)
contract anniversaries for those calendar
months commencing after the effective
date of this Notice. HUD will publish
‘‘Renewal Funding AAFs,’’ in a separate
Notice, to be used exclusively for
renewal funding of tenant-based rental
assistance, if so required in the fiscal
year (FY) 2011 HUD Budget.
DATES:
Effective Date: March 16, 2011.
FOR FURTHER INFORMATION CONTACT:
Contact Danielle Bastarache, Director,
Housing Voucher Management, Office of
Public Housing and Voucher Programs,
Office of Public and Indian Housing,
202–708–1380, for questions relating to
the Project-Based Certificate and
Moderate Rehabilitation programs (non
Single Room Occupancy); Ann Oliva,
Director, Office of Special Needs
Assistance Programs, Office of
Community Planning and Development,
202–708–4300, for questions regarding
the Single Room Occupancy (SRO)
Moderate Rehabilitation program; Willie
Spearmon, Director, Office of Housing
Assistance and Grant Administration,
Office of Housing, 202–708–3000, for
questions relating to all other Section 8
programs; and Marie L. Lihn,
Economist, Economic and Market
Analysis Division, Office of Policy
Development and Research, 202–708–
0590, for technical information
regarding the development of the
schedules for specific areas or the
methods used for calculating the AAFs.
Mailing address for the above persons:
Department of Housing and Urban
Development, 451 7th Street, SW.,
Washington, DC 20410. Hearing- or
speech-impaired persons may contact
the Federal Information Relay Service at
800–877–8339 (TTY). (Other than the
‘‘800’’ TTY number, the above-listed
telephone numbers are not toll free.)
Tables
showing Contract Rent AAFs will be
available electronically from the HUD
data information page at https://
www.huduser.org/portal/datasets/
aaf.html/FY2011_CR_tables.pdf.
SUPPLEMENTARY INFORMATION:
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I. Applying Contract Rent AAFs to
Various Section 8 Programs
Contract Rent AAFs established by
this Notice are used to adjust contract
rents for units assisted in certain
Section 8 housing assistance payment
programs during the initial (i.e., prerenewal) term of the HAP contract and
for all units in the Project-Based
Certificate program. There are three
categories of Section 8 programs that
use the Contract Rent AAFs:
Category 1—The Section 8 New
Construction and Substantial
Rehabilitation programs and the Section
8 Moderate Rehabilitation program.
Category 2—The Section 8 Loan
Management (LM) and Property
Disposition (PD) programs.
Category 3—The Section 8 ProjectBased Certificate (PBC) program.
Each Section 8 program category uses
the Contract Rent AAFs differently. The
specific application of the Contract Rent
AAFs is determined by the law, the
HAP contract, and appropriate program
regulations or requirements.
AAFs are not used in the following
cases:
Renewal Rents. With the exception of
the Project-Based Certificate program,
Contract Rent AAFs are not used to
determine renewal rents after expiration
of the original Section 8 HAP contract
(either for projects where the Section 8
HAP contract is renewed under a
restructuring plan adopted under 24
CFR part 401; or renewed without
restructuring under 24 CFR part 402). In
general, renewal rents are based on the
applicable State-by-State operating cost
adjustment factor (OCAF) published by
HUD; the OCAF is applied to the
previous year’s contract rent minus debt
service.
Budget-Based Rents. Contract Rent
AAFs are not used for budget-based rent
adjustments. For projects receiving
Section 8 subsidies under the LM
program (24 CFR part 886, subpart A)
and for projects receiving Section 8
subsidies under the PD program (24 CFR
part 886, subpart C), contract rents are
adjusted, at HUD’s option, either by
applying the Contract Rent AAFs or by
budget-based adjustments in accordance
with 24 CFR 886.112(b) and 24 CFR
886.312(b). Budget-based adjustments
are used for most Section 8/202 projects.
Certificate Program. In the past,
Contract Rent AAFs were used to adjust
the contract rent (including
manufactured home space rentals) in
both the tenant-based and project-based
certificate programs. The tenant-based
certificate program has been terminated
and all tenancies in the tenant-based
certificate program have been converted
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to the Housing Choice Voucher
Program, which does not use Contract
Rent AAFs to adjust rents. All tenancies
remaining in the project-based
certificate program continue to use
Contract Rent AAFs to adjust contract
rent for outstanding HAP contracts.
Voucher Program. Contract Rent
AAFs are not used to adjust rents in the
Tenant-Based or the Project-Based
Voucher programs.
Moderate Rehabilitation Program.
Under the Section 8 Moderate
Rehabilitation program (both the regular
program and the single room occupancy
program), the public housing agency
(PHA) applies the Contract Rent AAF to
the base rent component of the contract
rent, not the full contract rent.
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II. Adjustment Procedures
This section of the Notice provides a
broad description of procedures for
adjusting the contract rent. Technical
details and requirements are described
in HUD notices H 2002–10 (Section 8
New Construction and Substantial
Rehabilitation, Loan Management, and
Property Disposition) and PIH 97–57
(Moderate Rehabilitation and ProjectBased Certificates).
Because of statutory and structural
distinctions among the various Section
8 programs, there are separate rent
adjustment procedures for the three
program categories:
Category 1: Section 8 New Construction,
Substantial Rehabilitation, and
Moderate Rehabilitation Programs
In the Section 8 New Construction
and Substantial Rehabilitation
programs, the published Contract Rent
AAF factor is applied to the preadjustment contract rent. In the Section
8 Moderate Rehabilitation program, the
published Contract Rent AAF is applied
to the pre-adjustment base rent.
For Category 1 programs, the Table 1
Contract Rent AAF factor is applied
before determining comparability (rent
reasonableness). Comparability applies
if the pre-adjustment gross rent (preadjustment contract rent plus any
allowance for tenant-paid utilities) is
above the published Fair Market Rent
(FMR).
If the comparable rent level (plus any
initial difference) is lower than the
contract rent as adjusted by application
of the Table 1 Contract Rent AAF, the
comparable rent level (plus any initial
difference) will be the new contract
rent. However, the pre-adjustment
contract rent will not be decreased by
application of comparability.
In all other cases (i.e., unless the
contract rent is reduced by
comparability):
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• The Table 1 Contract Rent AAF is
used for a unit occupied by a new
family since the last annual contract
anniversary.
• The Table 2 Contract Rent AAF is
used for a unit occupied by the same
family as at the time of the last annual
contract anniversary.
Category 2: The Loan Management
Program (24 CFR Part 886, Subpart A)
and Property Disposition Program (24
CFR Part 886, Subpart C)
At this time Category 2 programs are
not subject to comparability.
(Comparability will again apply if HUD
establishes regulations for conducting
comparability studies under 42 U.S.C.
1437f(c)(2)(C).). Rents are adjusted by
applying the full amount of the
applicable AAF under this Notice.
The applicable Contract Rent AAF is
determined as follows:
• The Table 1 Contract Rent AAF is
used for a unit occupied by a new
family since the last annual contract
anniversary.
• The Table 2 Contract Rent AAF is
used for a unit occupied by the same
family as at the time of the last annual
contract anniversary.
Category 3: Section 8 Project-Based
Certificate Program
The following procedures are used to
adjust contract rent for outstanding HAP
contracts in the Section 8 PBC program:
• The Table 2 Contract Rent AAF is
always used. The Table 1 Contract Rent
AAF is not used.
• The Table 2 Contract Rent AAF is
always applied before determining
comparability (rent reasonableness).
• Comparability always applies. If the
comparable rent level is lower than the
rent to owner (contract rent) as adjusted
by application of the Table 2 Contract
Rent AAF, the comparable rent level
will be the new rent to owner.
• The new rent to owner will not be
reduced below the contract rent on the
effective date of the HAP contract.
III. When To Use Reduced AAFs (From
AAF Table 2)
In accordance with Section 8(c)(2)(A)
of the United States Housing Act of
1937 (42 U.S.C. 1437f(c)(2)(A)), the
Contract Rent AAF is reduced by 0.01:
• For all tenancies assisted in the
Section 8 Project-Based Certificate
program.
• In other Section 8 programs, for a
unit occupied by the same family at the
time of the last annual rent adjustment
(and where the rent is not reduced by
application of comparability (rent
reasonableness)).
The law provides that:
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Except for assistance under the certificate
program, for any unit occupied by the same
family at the time of the last annual rental
adjustment, where the assistance contract
provides for the adjustment of the maximum
monthly rent by applying an annual
adjustment factor and where the rent for a
unit is otherwise eligible for an adjustment
based on the full amount of the factor, 0.01
shall be subtracted from the amount of the
factor, except that the factor shall not be
reduced to less than 1.0. In the case of
assistance under the certificate program, 0.01
shall be subtracted from the amount of the
annual adjustment factor (except that the
factor shall not be reduced to less than 1.0),
and the adjusted rent shall not exceed the
rent for a comparable unassisted unit of
similar quality, type and age in the market
area. 42 U.S.C. 1437f(c)(2)(A).
Legislative history for this statutory
provision states that ‘‘the rationale [for
lower AAFs for non-turnover units is]
that operating costs are less if tenant
turnover is less * * *.’’ Department of
Veteran Affairs and Housing and Urban
Development, and Independent
Agencies Appropriations for 1995,
Hearings Before a Subcommittee of the
Committee on Appropriations 103d
Cong., 2d Sess. 591 (1994). The
Congressional Record also states the
following:
Because the cost to owners of turnoverrelated vacancies, maintenance, and
marketing are lower for long-term stable
tenants, these tenants are typically charged
less than recent movers in the unassisted
market. Since HUD pays the full amount of
any rent increases for assisted tenants section
8 projects and under the Certificate program,
HUD should expect to benefit from this
‘‘tenure discount.’’ Turnover is lower in
assisted properties than in the unassisted
market, so the effect of the current
inconsistency with market-based rent
increases is exacerbated. (140 Cong. Rec.
8659, 8693 (1994)).
To implement the law, HUD
publishes two separate Contract Rent
AAF Tables, Tables 1 and 2. The
difference between Table 1 and Table 2
is that each Contract Rent AAF in Table
2 is 0.01 less than the corresponding
Contract Rent AAF in Table 1. Where a
Contract Rent AAF in Table 1 would
otherwise be less than 1.0, it is set at 1.0,
as required by statute; the
corresponding Contract Rent AAF in
Table 2 will also be set at 1.0, as
required by statute.
IV. How To Find the AAF
Tables 1 and 2 that show Contract
Rent AAFs are posted on the HUD User
Web site at https://www.huduser.org/
portal/datasets/aaf.html/
FY2011_CR_tables.pdf. There are two
columns in each table. The first column
is used to adjust contract rent for rental
units where the highest cost utility is
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included in the contract rent, i.e., where
the owner pays for the highest cost
utility. The second column is used
where the highest cost utility is not
included in the contract rent, i.e., where
the tenant pays for the highest cost
utility.
The applicable Contract Rent AAF is
selected as follows:
• Determine whether Table 1 or Table
2 is applicable. In Table 1 or Table 2,
locate the Contract Rent AAF for the
geographic area where the contract unit
is located.
• Determine whether the highest cost
utility is or is not included in contract
rent for the contract unit.
• If highest cost utility is included,
select the Contract Rent AAF from the
column for ‘‘highest cost included.’’ If
highest cost utility is not included,
select the Contract Rent AAF from the
column for ‘‘utility excluded.’’
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V. Methodology
Contract Rent AAFs are rent inflation
factors. Two types of rent inflation
factors are calculated for Contract Rent
AAFs: gross rent factors and shelter rent
factors. The gross rent factor accounts
for inflation in the cost of both the rent
of the residence and the utilities used by
the unit; the shelter rent factor accounts
for the inflation in the rent of the
residence, but does not include any
change in the cost of utilities. The gross
rent inflation factor is designated as
‘‘Highest Cost Utility Included’’ and the
shelter rent inflation factor is designated
as ‘‘Highest Cost Utility Excluded’’.
Contract Rent AAFs are calculated
using CPI data on ‘‘rent of primary
residence’’ and ‘‘fuels and utilities’’.1
The CPI inflation index for rent of
primary residence measures the
inflation of all surveyed units regardless
of whether utilities are included in the
rent of the unit or not. In other words,
it measures the inflation of the ‘‘contract
rent’’ which includes units with all
utilities included in the rent, units with
some utilities included in the rent and
units with no utilities included in the
rent. In producing a gross rent inflation
factor and a shelter rent inflation factor,
HUD decomposes the contract rent CPI
inflation factor into parts to represent
the gross rent change and the shelter
rent change. This is done by applying
the percentage of renters who pay for
heat (a proxy for the percentage renters
who pay shelter rent) from the
Consumer Expenditure Survey (CEX)
and American Community Survey
1 CPI indexes CUUSA103SEHA and
CUSR0000SAH2 respectively.
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(ACS) data on the ratio of utilities to
rents.2
Survey Data Used to Produce Contract
Rent AAFs
In this publication, the rent and fuel
and utilities inflation factors for large
metropolitan areas and Census regions
are based on changes in the rent of
primary residence and fuels and utilities
CPI indices from 2008 to 2009. The CEX
data used to decompose the contract
rent inflation factor into gross rent and
shelter rent inflation factors come from
a special tabulation of 2008 CEX survey
data produced for HUD for the purpose
of computing Contract Rent AAFs. The
utility-to-rent ratio used to produce
Contract Rent AAFs comes from 2008
ACS median rent and utility costs.
Geographic Areas
Contract Rent AAFs are produced for
all Class A CPI cities (CPI cities with a
population of 1.5 million or more) and
for the four Census Regions. They are
applied to core-based statistical areas
(CBSAs), as defined by the Office of
Management and Budget (OMB),
according to how much of the CBSA is
covered by the CPI city-survey. If more
than 75 percent of the CBSA is covered
by the CPI city-survey, the Contract Rent
AAF that is based on that CPI survey is
applied to the whole CBSA and to any
HUD-defined metropolitan area, called
‘‘HUD Metro FMR Area’’ (HMFA),
within that CBSA. If the CBSA is not
covered by a CPI city-survey, the CBSA
uses the relevant regional CPI factor.
Almost all non-metropolitan counties
use regional CPI factors.3 For areas
assigned the Census Region CPI factor,
both metropolitan and non-metropolitan
areas receive the same factor.
Each metropolitan area that uses a
local CPI update factor is listed
alphabetically in the tables, by State and
each HMFA is listed alphabetically
within its respective CBSA. Each
Contract Rent AAF applies to a
specified geographic area and to units of
all bedroom sizes. Contract Rent AAFs
are provided:
• For separate metropolitan areas,
including HMFAs and counties that are
2 The formulas used to produce these factors can
be found in the Annual Adjustment Factors
overview and in the FMR documentation at
https://www.HUDUSER.org.
3 There are four non-metropolitan counties that
continue to use CPI city updates: Ashtabula County,
OH, Henderson County, TX, Island County, WA,
and Lenawee County, MI. BLS has not updated the
geography underlying its survey for new OMB
metropolitan area definitions and these counties,
are no longer in metropolitan areas, but they are
included as parts of CPI surveys because they meet
the 75 percent standard HUD imposes on survey
coverage. These four counties are treated the same
as metropolitan areas using CPI city data.
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14423
currently designated as nonmetropolitan, but are part of the
metropolitan area defined in the local
CPI survey.
• For the four Census Regions for
those metropolitan and nonmetropolitan areas that are not covered
by a CPI city-survey.
The Contract Rent AAFs shown at
https://www.huduser.org/portal/
datasets/aaf.html/
FY2011_CR_tables.pdf use the same
OMB metropolitan area definitions, as
revised by HUD, that are used in the FY
2011 FMRs.
Area Definitions
To make certain that they are using
the correct Contract Rent AAFs, users
should refer to the Area Definitions
Table section at https://
www.huduser.org/portal/datasets/
aaf.html/FY2011_AreaDef.pdf. For units
located in metropolitan areas with a
local CPI survey, Contract Rent AAF
areas are listed separately. For units
located in areas without a local CPI
survey, the metropolitan or
nonmetropolitan counties receive the
regional CPI for that Census Region.
The Area Definitions Table at https://
www.huduser.org/portal/datasets/
aaf.html/FY2011_AreaDef.pdf lists areas
in alphabetical order by State. The
associated CPI region is shown next to
each State name. Areas whose Contract
Rent AAFs are determined by local CPI
surveys are listed first. All metropolitan
areas with local CPI surveys have
separate Contract Rent AAF schedules
and are shown with their corresponding
county definitions or as metropolitan
counties. In the six New England States,
the listings are for counties or parts of
counties as defined by towns or cities.
The remaining counties use the CPI for
the Census Region and are not
specifically listed in the Area
Definitions Table at https://
www.huduser.org/portal/datasets/
aaf.html/FY2011_AreaDef.pdf.
Puerto Rico and the Virgin Islands use
the South Region Contract Rent AAFs.
All areas in Hawaii use the Contract
Rent AAFs identified in the Table as
‘‘STATE: Hawaii,’’ which are based on
the CPI survey for the Honolulu
metropolitan area. The Pacific Islands
use the West Region Contract Rent
AAFs.
Accordingly, HUD publishes these
Annual Adjustment Factors for the
Section 8 Housing Assistance Payments
programs as set forth in the Contract
Rent AAF Tables posted at https://
www.huduser.org/portal/datasets/
aaf.html/FY2011_CR_tables.pdf.
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Federal Register / Vol. 76, No. 51 / Wednesday, March 16, 2011 / Notices
Dated: March 7, 2011.
Raphael W. Bostic,
Assistant Secretary for Policy Development
and Research.
ACTION:
Notice of receipt of permit
applications; request for comment.
BILLING CODE 4210–67–P
DEPARTMENT OF THE INTERIOR
Office of the Assistant Secretary—
Water and Science; Environmental
Assessment for the Proposed
Restoration of a Portion of Lower
Hobble Creek
Central Utah Project
Completion Act Completion Office,
Interior.
ACTION: Notice of intent.
AGENCY:
Pursuant to Section 102(2)(c)
of the National Environmental Policy
Act of 1969, as amended, the
Department of the Interior, the Central
Utah Water Conservancy District, and
the Utah Reclamation Mitigation and
Conservation Commission, as joint
leads, are initiating an Environmental
Assessment of the impacts associated
with the proposed restoration of the
eastern portion of Lower Hobble Creek,
near Springville, Utah. This restoration
effort is intended to facilitate the
recovery of the June Sucker (Chasmistes
liorus), a Federally listed endangered
species, through improvement of
spawning habitat and maintenance of
stream flow. It is anticipated that the
resultant effort would include the
possible restoration of approximately
2 miles of stream channel, potential
modification or removal of several
existing barriers to fish passage, and
enhancement of the existing water
supply.
DATES: Date and location for public
scoping will be announced locally.
FOR FURTHER INFORMATION CONTACT:
Contact Mr. Lee Baxter at (801) 379–
1174, or by e-mail at lbaxter@usbr.gov.
SUMMARY:
Reed R. Murray,
Program Director, Central Utah Project
Completion Act, Department of the Interior.
[FR Doc. 2011–6090 Filed 3–15–11; 8:45 am]
DEPARTMENT OF THE INTERIOR
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Fish and Wildlife Service
[FWS–R8–ES–2011–N051;80221–1113–
0000–F5]
Endangered Species Recovery Permit
Applications
Fish and Wildlife Service,
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16:56 Mar 15, 2011
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Permit No. TE–33863A
FOR FURTHER INFORMATION CONTACT:
Daniel Marquez, Fish and Wildlife
Biologist; see ADDRESSES (telephone:
760–431–9440; fax: 760–431–9624).
SUPPLEMENTARY INFORMATION: The
following applicants have applied for
scientific research permits to conduct
certain activities with endangered
species under section 10(a)(1)(A) of the
Act (16 U.S.C. 1531 et seq.). We seek
review and comment from local, State,
and Federal agencies and the public on
the following permit requests. Before
including your address, phone number,
e-mail address, or other personal
identifying information in your
comment, you should be aware that
your entire comment—including your
personal identifying information—may
be made publicly available at any time.
While you can ask us in your comment
to withhold your personal identifying
information from public review, we
cannot guarantee that we will be able to
do so.
Permit No. TE–815214
BILLING CODE 4310–MN–P
Interior.
We, the U.S. Fish and
Wildlife Service, invite the public to
comment on the following applications
to conduct certain activities with
endangered species. With some
exceptions, the Endangered Species Act
(Act) prohibits activities with
endangered and threatened species
unless a Federal permit allows such
activity. The Act also requires that we
invite public comment before issuing
these permits.
DATES: Comments on these permit
applications must be received on or
before April 15, 2011.
ADDRESSES: Written data or comments
should be submitted to the U.S. Fish
and Wildlife Service, Endangered
Species Program Manager, Region 8,
2800 Cottage Way, Room W–2606,
Sacramento, CA 95825 (telephone: 916–
414–6464; fax: 916–414–6486). Please
refer to the respective permit number for
each application when submitting
comments.
SUMMARY:
[FR Doc. 2011–6065 Filed 3–15–11; 8:45 am]
AGENCY:
Counties, California, for the purpose of
enhancing their survival.
Applicant: Oceano Dunes State
Vehicular Recreation Area, Arroyo
Grande, California.
The applicant requests an amendment
to an existing permit (February 13, 2008,
73 FR 8344) to take (set up and use
remote sensing cameras to document
and identify predation) the California
least tern (Sterna antillarumbrowni) in
conjunction with population monitoring
and predator management activities in
San Luis Obispo and Santa Barbara
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Applicant: Deborah K. Blackburn,
Austin, Texas.
The applicant requests apermitto take
(harass by survey) the southwestern
willow flycatcher
(Empidonaxtrailliiextimus) in
conjunction with surveys and
population monitoring activities
throughout the range of the species in
California and Nevada for the purpose
of enhancing its survival.
Permit No. TE–064431
Applicant: Aztec Engineering Group
Inc., Phoenix, Arizona.
The applicant requests an amendment
to an existing permit (February 10, 2011,
76 FR 7577) to take (harass by survey
and monitor nests) the southwestern
willow flycatcher
(Empidonaxtrailliiextimus), and take
(harass by survey) the Yuma clapper rail
(Ralluslongirostrisyumanensis) in
conjunction with surveys and
population monitoring activities
throughout the range of each species in
California and Nevada for the purpose
of enhancing their survival.
Permit No. TE–027422
Applicant: Brian T. Pittman, Petaluma,
California.
The applicant requests an amendment
to an existing permit (June 20, 2000, 65
FR 38297) to take (harass by survey,
capture, handle, measure, and release)
the arroyo toad (Anaxyruscalifornicus),
and take (harass by survey, capture,
handle, mark, collect biological
samples, collect voucher specimens) the
California tiger salamander
(Ambystomacaliforniense) in
conjunction with surveys, genetic
study,and population monitoring
activities throughout the range of each
species in California for the purpose of
enhancing their survival.
Permit No. TE–213726
Applicant: Joelle J. Fournier, San Diego,
California.
The applicant requests an amendment
to an existing permit (May 3, 2010, 75
FR 23287) to take (harass by survey,
trap, capture, band adults, erect fence,
use cameras, handle, transport sick and
injured chicks and adults, and collect
and transport abandoned eggs) the
California least tern (Sterna
antillarumbrowni) in conjunction with
surveys, population monitoring and
rehabilitation activities at Camp
Pendleton Marine Base, Naval
Amphibious Base Coronado, Naval Air
E:\FR\FM\16MRN1.SGM
16MRN1
Agencies
[Federal Register Volume 76, Number 51 (Wednesday, March 16, 2011)]
[Notices]
[Pages 14421-14424]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-6065]
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DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
[Docket No. FR-5489-N-01]
Section 8 Housing Assistance Payments Program--Contract Rent
Annual Adjustment Factors (AAFs), Fiscal Year 2011
AGENCY: Office of the Assistant Secretary for Policy Development and
Research, HUD.
ACTION: Notice.
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SUMMARY: The United States Housing Act of 1937 requires that assistance
contracts signed by owners participating in the Department's Section 8
housing assistance payment programs provide annual adjustment to
monthly rentals for units covered by the contract. This Notice
announces revised Contract Rent AAFs for adjustment of contract rents
on assistance contract anniversaries. The factors are based on a
formula using residential rent and utility cost changes from the most
current annual Bureau of Labor Statistics Consumer Price Index (CPI)
survey. These factors are applied at Housing Assistance Payment (HAP)
contract anniversaries for those calendar months commencing after the
effective date of this Notice. HUD will publish ``Renewal Funding
AAFs,'' in a separate Notice, to be used exclusively for renewal
funding of tenant-based rental assistance, if so required in the fiscal
year (FY) 2011 HUD Budget.
DATES: Effective Date: March 16, 2011.
FOR FURTHER INFORMATION CONTACT: Contact Danielle Bastarache, Director,
Housing Voucher Management, Office of Public Housing and Voucher
Programs, Office of Public and Indian Housing, 202-708-1380, for
questions relating to the Project-Based Certificate and Moderate
Rehabilitation programs (non Single Room Occupancy); Ann Oliva,
Director, Office of Special Needs Assistance Programs, Office of
Community Planning and Development, 202-708-4300, for questions
regarding the Single Room Occupancy (SRO) Moderate Rehabilitation
program; Willie Spearmon, Director, Office of Housing Assistance and
Grant Administration, Office of Housing, 202-708-3000, for questions
relating to all other Section 8 programs; and Marie L. Lihn, Economist,
Economic and Market Analysis Division, Office of Policy Development and
Research, 202-708-0590, for technical information regarding the
development of the schedules for specific areas or the methods used for
calculating the AAFs. Mailing address for the above persons: Department
of Housing and Urban Development, 451 7th Street, SW., Washington, DC
20410. Hearing- or speech-impaired persons may contact the Federal
Information Relay Service at 800-877-8339 (TTY). (Other than the
``800'' TTY number, the above-listed telephone numbers are not toll
free.)
SUPPLEMENTARY INFORMATION: Tables showing Contract Rent AAFs will be
available electronically from the HUD data information page at https://www.huduser.org/portal/datasets/aaf.html/FY2011_CR_tables.pdf.
I. Applying Contract Rent AAFs to Various Section 8 Programs
Contract Rent AAFs established by this Notice are used to adjust
contract rents for units assisted in certain Section 8 housing
assistance payment programs during the initial (i.e., pre-renewal) term
of the HAP contract and for all units in the Project-Based Certificate
program. There are three categories of Section 8 programs that use the
Contract Rent AAFs:
Category 1--The Section 8 New Construction and Substantial
Rehabilitation programs and the Section 8 Moderate Rehabilitation
program.
Category 2--The Section 8 Loan Management (LM) and Property
Disposition (PD) programs.
Category 3--The Section 8 Project-Based Certificate (PBC) program.
Each Section 8 program category uses the Contract Rent AAFs
differently. The specific application of the Contract Rent AAFs is
determined by the law, the HAP contract, and appropriate program
regulations or requirements.
AAFs are not used in the following cases:
Renewal Rents. With the exception of the Project-Based Certificate
program, Contract Rent AAFs are not used to determine renewal rents
after expiration of the original Section 8 HAP contract (either for
projects where the Section 8 HAP contract is renewed under a
restructuring plan adopted under 24 CFR part 401; or renewed without
restructuring under 24 CFR part 402). In general, renewal rents are
based on the applicable State-by-State operating cost adjustment factor
(OCAF) published by HUD; the OCAF is applied to the previous year's
contract rent minus debt service.
Budget-Based Rents. Contract Rent AAFs are not used for budget-
based rent adjustments. For projects receiving Section 8 subsidies
under the LM program (24 CFR part 886, subpart A) and for projects
receiving Section 8 subsidies under the PD program (24 CFR part 886,
subpart C), contract rents are adjusted, at HUD's option, either by
applying the Contract Rent AAFs or by budget-based adjustments in
accordance with 24 CFR 886.112(b) and 24 CFR 886.312(b). Budget-based
adjustments are used for most Section 8/202 projects.
Certificate Program. In the past, Contract Rent AAFs were used to
adjust the contract rent (including manufactured home space rentals) in
both the tenant-based and project-based certificate programs. The
tenant-based certificate program has been terminated and all tenancies
in the tenant-based certificate program have been converted
[[Page 14422]]
to the Housing Choice Voucher Program, which does not use Contract Rent
AAFs to adjust rents. All tenancies remaining in the project-based
certificate program continue to use Contract Rent AAFs to adjust
contract rent for outstanding HAP contracts.
Voucher Program. Contract Rent AAFs are not used to adjust rents in
the Tenant-Based or the Project-Based Voucher programs.
Moderate Rehabilitation Program. Under the Section 8 Moderate
Rehabilitation program (both the regular program and the single room
occupancy program), the public housing agency (PHA) applies the
Contract Rent AAF to the base rent component of the contract rent, not
the full contract rent.
II. Adjustment Procedures
This section of the Notice provides a broad description of
procedures for adjusting the contract rent. Technical details and
requirements are described in HUD notices H 2002-10 (Section 8 New
Construction and Substantial Rehabilitation, Loan Management, and
Property Disposition) and PIH 97-57 (Moderate Rehabilitation and
Project-Based Certificates).
Because of statutory and structural distinctions among the various
Section 8 programs, there are separate rent adjustment procedures for
the three program categories:
Category 1: Section 8 New Construction, Substantial Rehabilitation, and
Moderate Rehabilitation Programs
In the Section 8 New Construction and Substantial Rehabilitation
programs, the published Contract Rent AAF factor is applied to the pre-
adjustment contract rent. In the Section 8 Moderate Rehabilitation
program, the published Contract Rent AAF is applied to the pre-
adjustment base rent.
For Category 1 programs, the Table 1 Contract Rent AAF factor is
applied before determining comparability (rent reasonableness).
Comparability applies if the pre-adjustment gross rent (pre-adjustment
contract rent plus any allowance for tenant-paid utilities) is above
the published Fair Market Rent (FMR).
If the comparable rent level (plus any initial difference) is lower
than the contract rent as adjusted by application of the Table 1
Contract Rent AAF, the comparable rent level (plus any initial
difference) will be the new contract rent. However, the pre-adjustment
contract rent will not be decreased by application of comparability.
In all other cases (i.e., unless the contract rent is reduced by
comparability):
The Table 1 Contract Rent AAF is used for a unit occupied
by a new family since the last annual contract anniversary.
The Table 2 Contract Rent AAF is used for a unit occupied
by the same family as at the time of the last annual contract
anniversary.
Category 2: The Loan Management Program (24 CFR Part 886, Subpart A)
and Property Disposition Program (24 CFR Part 886, Subpart C)
At this time Category 2 programs are not subject to comparability.
(Comparability will again apply if HUD establishes regulations for
conducting comparability studies under 42 U.S.C. 1437f(c)(2)(C).).
Rents are adjusted by applying the full amount of the applicable AAF
under this Notice.
The applicable Contract Rent AAF is determined as follows:
The Table 1 Contract Rent AAF is used for a unit occupied
by a new family since the last annual contract anniversary.
The Table 2 Contract Rent AAF is used for a unit occupied
by the same family as at the time of the last annual contract
anniversary.
Category 3: Section 8 Project-Based Certificate Program
The following procedures are used to adjust contract rent for
outstanding HAP contracts in the Section 8 PBC program:
The Table 2 Contract Rent AAF is always used. The Table 1
Contract Rent AAF is not used.
The Table 2 Contract Rent AAF is always applied before
determining comparability (rent reasonableness).
Comparability always applies. If the comparable rent level
is lower than the rent to owner (contract rent) as adjusted by
application of the Table 2 Contract Rent AAF, the comparable rent level
will be the new rent to owner.
The new rent to owner will not be reduced below the
contract rent on the effective date of the HAP contract.
III. When To Use Reduced AAFs (From AAF Table 2)
In accordance with Section 8(c)(2)(A) of the United States Housing
Act of 1937 (42 U.S.C. 1437f(c)(2)(A)), the Contract Rent AAF is
reduced by 0.01:
For all tenancies assisted in the Section 8 Project-Based
Certificate program.
In other Section 8 programs, for a unit occupied by the
same family at the time of the last annual rent adjustment (and where
the rent is not reduced by application of comparability (rent
reasonableness)).
The law provides that:
Except for assistance under the certificate program, for any
unit occupied by the same family at the time of the last annual
rental adjustment, where the assistance contract provides for the
adjustment of the maximum monthly rent by applying an annual
adjustment factor and where the rent for a unit is otherwise
eligible for an adjustment based on the full amount of the factor,
0.01 shall be subtracted from the amount of the factor, except that
the factor shall not be reduced to less than 1.0. In the case of
assistance under the certificate program, 0.01 shall be subtracted
from the amount of the annual adjustment factor (except that the
factor shall not be reduced to less than 1.0), and the adjusted rent
shall not exceed the rent for a comparable unassisted unit of
similar quality, type and age in the market area. 42 U.S.C.
1437f(c)(2)(A).
Legislative history for this statutory provision states that ``the
rationale [for lower AAFs for non-turnover units is] that operating
costs are less if tenant turnover is less * * *.'' Department of
Veteran Affairs and Housing and Urban Development, and Independent
Agencies Appropriations for 1995, Hearings Before a Subcommittee of the
Committee on Appropriations 103d Cong., 2d Sess. 591 (1994). The
Congressional Record also states the following:
Because the cost to owners of turnover-related vacancies,
maintenance, and marketing are lower for long-term stable tenants,
these tenants are typically charged less than recent movers in the
unassisted market. Since HUD pays the full amount of any rent
increases for assisted tenants section 8 projects and under the
Certificate program, HUD should expect to benefit from this ``tenure
discount.'' Turnover is lower in assisted properties than in the
unassisted market, so the effect of the current inconsistency with
market-based rent increases is exacerbated. (140 Cong. Rec. 8659,
8693 (1994)).
To implement the law, HUD publishes two separate Contract Rent AAF
Tables, Tables 1 and 2. The difference between Table 1 and Table 2 is
that each Contract Rent AAF in Table 2 is 0.01 less than the
corresponding Contract Rent AAF in Table 1. Where a Contract Rent AAF
in Table 1 would otherwise be less than 1.0, it is set at 1.0, as
required by statute; the corresponding Contract Rent AAF in Table 2
will also be set at 1.0, as required by statute.
IV. How To Find the AAF
Tables 1 and 2 that show Contract Rent AAFs are posted on the HUD
User Web site at https://www.huduser.org/portal/datasets/aaf.html/FY2011_CR_tables.pdf. There are two columns in each table. The first
column is used to adjust contract rent for rental units where the
highest cost utility is
[[Page 14423]]
included in the contract rent, i.e., where the owner pays for the
highest cost utility. The second column is used where the highest cost
utility is not included in the contract rent, i.e., where the tenant
pays for the highest cost utility.
The applicable Contract Rent AAF is selected as follows:
Determine whether Table 1 or Table 2 is applicable. In
Table 1 or Table 2, locate the Contract Rent AAF for the geographic
area where the contract unit is located.
Determine whether the highest cost utility is or is not
included in contract rent for the contract unit.
If highest cost utility is included, select the Contract
Rent AAF from the column for ``highest cost included.'' If highest cost
utility is not included, select the Contract Rent AAF from the column
for ``utility excluded.''
V. Methodology
Contract Rent AAFs are rent inflation factors. Two types of rent
inflation factors are calculated for Contract Rent AAFs: gross rent
factors and shelter rent factors. The gross rent factor accounts for
inflation in the cost of both the rent of the residence and the
utilities used by the unit; the shelter rent factor accounts for the
inflation in the rent of the residence, but does not include any change
in the cost of utilities. The gross rent inflation factor is designated
as ``Highest Cost Utility Included'' and the shelter rent inflation
factor is designated as ``Highest Cost Utility Excluded''.
Contract Rent AAFs are calculated using CPI data on ``rent of
primary residence'' and ``fuels and utilities''.\1\ The CPI inflation
index for rent of primary residence measures the inflation of all
surveyed units regardless of whether utilities are included in the rent
of the unit or not. In other words, it measures the inflation of the
``contract rent'' which includes units with all utilities included in
the rent, units with some utilities included in the rent and units with
no utilities included in the rent. In producing a gross rent inflation
factor and a shelter rent inflation factor, HUD decomposes the contract
rent CPI inflation factor into parts to represent the gross rent change
and the shelter rent change. This is done by applying the percentage of
renters who pay for heat (a proxy for the percentage renters who pay
shelter rent) from the Consumer Expenditure Survey (CEX) and American
Community Survey (ACS) data on the ratio of utilities to rents.\2\
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\1\ CPI indexes CUUSA103SEHA and CUSR0000SAH2 respectively.
\2\ The formulas used to produce these factors can be found in
the Annual Adjustment Factors overview and in the FMR documentation
at https://www.HUDUSER.org.
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Survey Data Used to Produce Contract Rent AAFs
In this publication, the rent and fuel and utilities inflation
factors for large metropolitan areas and Census regions are based on
changes in the rent of primary residence and fuels and utilities CPI
indices from 2008 to 2009. The CEX data used to decompose the contract
rent inflation factor into gross rent and shelter rent inflation
factors come from a special tabulation of 2008 CEX survey data produced
for HUD for the purpose of computing Contract Rent AAFs. The utility-
to-rent ratio used to produce Contract Rent AAFs comes from 2008 ACS
median rent and utility costs.
Geographic Areas
Contract Rent AAFs are produced for all Class A CPI cities (CPI
cities with a population of 1.5 million or more) and for the four
Census Regions. They are applied to core-based statistical areas
(CBSAs), as defined by the Office of Management and Budget (OMB),
according to how much of the CBSA is covered by the CPI city-survey. If
more than 75 percent of the CBSA is covered by the CPI city-survey, the
Contract Rent AAF that is based on that CPI survey is applied to the
whole CBSA and to any HUD-defined metropolitan area, called ``HUD Metro
FMR Area'' (HMFA), within that CBSA. If the CBSA is not covered by a
CPI city-survey, the CBSA uses the relevant regional CPI factor. Almost
all non-metropolitan counties use regional CPI factors.\3\ For areas
assigned the Census Region CPI factor, both metropolitan and non-
metropolitan areas receive the same factor.
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\3\ There are four non-metropolitan counties that continue to
use CPI city updates: Ashtabula County, OH, Henderson County, TX,
Island County, WA, and Lenawee County, MI. BLS has not updated the
geography underlying its survey for new OMB metropolitan area
definitions and these counties, are no longer in metropolitan areas,
but they are included as parts of CPI surveys because they meet the
75 percent standard HUD imposes on survey coverage. These four
counties are treated the same as metropolitan areas using CPI city
data.
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Each metropolitan area that uses a local CPI update factor is
listed alphabetically in the tables, by State and each HMFA is listed
alphabetically within its respective CBSA. Each Contract Rent AAF
applies to a specified geographic area and to units of all bedroom
sizes. Contract Rent AAFs are provided:
For separate metropolitan areas, including HMFAs and
counties that are currently designated as non-metropolitan, but are
part of the metropolitan area defined in the local CPI survey.
For the four Census Regions for those metropolitan and
non-metropolitan areas that are not covered by a CPI city-survey.
The Contract Rent AAFs shown at https://www.huduser.org/portal/datasets/aaf.html/FY2011_CR_tables.pdf use the same OMB metropolitan
area definitions, as revised by HUD, that are used in the FY 2011 FMRs.
Area Definitions
To make certain that they are using the correct Contract Rent AAFs,
users should refer to the Area Definitions Table section at https://www.huduser.org/portal/datasets/aaf.html/FY2011_AreaDef.pdf. For units
located in metropolitan areas with a local CPI survey, Contract Rent
AAF areas are listed separately. For units located in areas without a
local CPI survey, the metropolitan or nonmetropolitan counties receive
the regional CPI for that Census Region.
The Area Definitions Table at https://www.huduser.org/portal/datasets/aaf.html/FY2011_AreaDef.pdf lists areas in alphabetical order
by State. The associated CPI region is shown next to each State name.
Areas whose Contract Rent AAFs are determined by local CPI surveys are
listed first. All metropolitan areas with local CPI surveys have
separate Contract Rent AAF schedules and are shown with their
corresponding county definitions or as metropolitan counties. In the
six New England States, the listings are for counties or parts of
counties as defined by towns or cities. The remaining counties use the
CPI for the Census Region and are not specifically listed in the Area
Definitions Table at https://www.huduser.org/portal/datasets/aaf.html/FY2011_AreaDef.pdf.
Puerto Rico and the Virgin Islands use the South Region Contract
Rent AAFs. All areas in Hawaii use the Contract Rent AAFs identified in
the Table as ``STATE: Hawaii,'' which are based on the CPI survey for
the Honolulu metropolitan area. The Pacific Islands use the West Region
Contract Rent AAFs.
Accordingly, HUD publishes these Annual Adjustment Factors for the
Section 8 Housing Assistance Payments programs as set forth in the
Contract Rent AAF Tables posted at https://www.huduser.org/portal/datasets/aaf.html/FY2011_CR_tables.pdf.
[[Page 14424]]
Dated: March 7, 2011.
Raphael W. Bostic,
Assistant Secretary for Policy Development and Research.
[FR Doc. 2011-6065 Filed 3-15-11; 8:45 am]
BILLING CODE 4210-67-P