Louisiana Administrative Code
Title 70 - TRANSPORTATION AND DEVELOPMENT
Part XVII - Real Estate
Chapter 1 - Uniform Relocation Assistance and Real Property Acquisition for Federally and Federally-Assisted Programs and State Programs
Section XVII-109 - Replacement Housing Payments
Universal Citation: LA Admin Code XVII-109
Current through Register Vol. 50, No. 9, September 20, 2024
A. Replacement Housing Payment for 180-Day Homeowner-Occupants
1. Eligibility. A displaced person is
eligible for the replacement housing payment for a 180-day homeowner-occupant
if the person:
a. has actually owned and
occupied the displacement dwelling for not less than 180 days immediately prior
to the initiation of negotiations; and
b. purchases and occupies a decent, safe, and
sanitary replacement dwelling within one year after the later of the following
dates (except that the department may extend such one year period for good
cause):
i. the date the person receives final
payment for the displacement dwelling or, in the case of condemnation, the date
the required amount is deposited in the court; or
ii. the date the person moves from the
displacement dwelling.
2. Amount of Payment. The replacement housing
payment for an eligible 180-day homeowner-occupant may not exceed $22,500 (see
also §109. D) The payment under this Section is limited to the amount
necessary to relocate to a comparable replacement dwelling within one year from
the date the displaced homeowner-occupant is paid for the displacement
dwelling, or the date such person is initially offered a comparable replacement
dwelling, whichever is later. The payment shall be the sum of:
a. the amount by which the cost of a
replacement dwelling exceeds the acquisition cost of the displacement dwelling,
as determined in accordance with §109. A 3; and
b. the increased interest costs and other
debt service costs which are incurred in connection with the mortgage(s) on the
replacement dwelling, as determined in accordance with §109. A 4;
and
c. the reasonable expenses
incidental to the purchase of the replacement dwelling, as determined in
accordance with §109. A 5
3. Price Differential
a. Basic Computation. The price differential
to be paid under §109. A.2.a is the amount which must be added to the
acquisition cost of the displacement dwelling to provide a total amount equal
to the lesser of:
i. the reasonable cost of a
comparable replacement dwelling as determined in accordance with §109. C.1 of this Section; or
ii. the
purchase price of the decent, safe, and sanitary replacement dwelling actually
purchased and occupied by the displaced person.
b. Mixed-Use and Multifamily Properties. If
the displacement dwelling was part of a property that contained another
dwelling unit and/or space used for non-residential purposes, and/or is located
on a lot larger than typical for residential purposes, only that portion of the
acquisition payment which is actually attributable to the displacement dwelling
shall be considered its acquisition cost when computing the price
differential.
c. Insurance
Proceeds. To the extent necessary to avoid duplicate compensation, the amount
of any insurance proceeds received by a person in connection with a loss to the
displacement dwelling due to a catastrophic occurrence (fire, flood, etc.)
shall be included in the acquisition cost of the displacement dwelling when
computing the price differential (also see §101 C)
d. Owner Retention of Displacement Dwelling.
If the owner retains ownership of his or her dwelling, moves it from the
displacement site, and reoccupies it on a replacement site, the purchase price
of the replacement dwelling shall be the sum of:
i. the cost of moving and restoring the
dwelling to a condition comparable to that prior to the move;
ii. the cost of making the unit a decent,
safe, and sanitary replacement dwelling (defined at §101. B 6);
iii. the current fair market value for
residential use of the replacement site (see §115, and §109.
A.3.d iii), unless the claimant rented the displacement site and there is a
reasonable opportunity for the claimant to rent a suitable replacement site;
and
iv. the retention value of the
dwelling, if such retention value is reflected in the acquisition cost used
when computing the replacement housing payment.
4. Increased Mortgage Interest Costs. The
department shall determine the factors to be used in computing the amount to be
paid to a displaced person under §109. A.2.b The payment shall be an
amount which will reduce the mortgage balance on the replacement dwelling to an
amount which could be amortized with the same monthly payment for principal and
interest as that for the mortgage(s) on the displacement dwelling. In addition,
payments shall include other debt service costs, if not paid as incidental
costs, and shall be based only on bona fide mortgages that were valid liens on
the displacement dwelling for at least 180 days prior to the initiation of
negotiations §109. A.4 a-e shall apply to the computation of the increased
mortgage interest costs payment, which payment shall be contingent upon a
mortgage being placed on the replacement dwelling.
a. The payment shall be based on the unpaid
mortgage balances on the displacement dwelling; however, in the event the
person obtains a smaller mortgage than the mortgage balance computed in the
buy-down determination, the payment will be prorated and reduced accordingly
(see §115). In the case of a home equity loan the unpaid balance shall be
that balance which existed 180 days prior to the initiation of negotiations or
the balance on the date of acquisition, whichever is less.
b. The payment shall be based on the
remaining term of the mortgage(s) on the displacement dwelling regardless of
the term of the new mortgage.
c.
The interest rate on the new mortgage used in determining the amount of the
payment shall not exceed the prevailing fixed interest rate for conventional
mortgages currently charged by mortgage lending institutions in the area in
which the replacement dwelling is located.
d. Purchaser's points and loan origination or
assumption fees, but not seller's points, shall be paid to the extent:
i. they are not paid as incidental
expenses;
ii. they do not exceed
rates normal to similar real estate transactions in the area;
iii. the department determines them to be
necessary; and
iv. the computation
of such points and fees shall be based on the unpaid mortgage balance on the
displacement dwelling, less the amount determined for the reduction of such
mortgage balance under this Section.
e. The displaced person shall be advised of
the approximate amount of this payment as soon as the facts relative to the
person's current mortgages are known and the payment shall be made available at
the time of closing on the replacement dwelling.
5. Incidental Expenses. The incidental
expenses to be paid under §109. A.2.c or §109. B.3.a are those
necessary and reasonable costs actually incurred by the displaced person
incident to the purchase of a replacement dwelling, and customarily paid by the
buyer, including:
a. legal, closing, and
related costs, including those for title search, preparing conveyance
instruments, notary fees, preparing surveys and plats, and recording
fees;
b. lender, FHA, or VA
application and appraisal fees;
c.
loan origination or assumption fees that do not represent prepaid
interest;
d. certification of
structural soundness and termite inspection when required;
e. credit report;
f. owner's and mortgagees evidence of title,
e.g., title insurance, not to exceed the costs for a comparable replacement
dwelling;
g. escrow agent's
fee;
h. state revenue or
documentary stamps, sales or transfer taxes (not to exceed the costs for a
comparable replacement dwelling);
i. such other costs as the department
determines to be incidental to the purchase.
6. Rental Assistance Payment for 180-Day
Homeowner. A 180-day homeowner-occupant, who could be eligible for a
replacement housing payment under §109. B.1 but elects to rent a
replacement dwelling, is eligible for a rental assistance payment not to exceed
$5,250, computed and disbursed in accordance with §109. B 2
B. Replacement Housing Payment for 90-Day Occupants
1. Eligibility. A tenant or
owner-occupant displaced from a dwelling is entitled to a payment not to exceed
$5,250 for rental assistance, as computed in accordance with §109. B 2, or
downpayment assistance, as computed in accordance with §109. B 3, if such
displaced person:
a. has actually and lawfully
occupied the displacement dwelling for at least 90 days immediately prior to
the initiation of negotiations; and
b. has rented, or purchased, and occupied a
decent, safe, and sanitary replacement dwelling within one year (unless the
department extends this period for good cause) after:
i. for a tenant, the date he or she moves
from the displacement dwelling; or
ii. for an owner-occupant, the later of:
(a). the date he or she receives final
payment for the displacement dwelling, or in the case of condemnation, the date
the required amount is deposited with the court; or
(b). the date he or she moves from the
displacement dwelling.
2. Rental Assistance Payment
a. Amount of Payment. An eligible displaced
person who rents a replacement dwelling is entitled to a payment not to exceed
$5,250 for rental assistance (see also §109. D) Such payment shall be 42
times the amount obtained by subtracting the base monthly rental for the
displacement dwelling from the lesser of:
i.
the monthly rent and estimated average monthly cost of utilities for a
comparable replacement dwelling; or
ii. the monthly rent and estimated average
monthly cost of utilities for the decent, safe, and sanitary replacement
dwelling actually occupied by the displaced person.
b. Base monthly rental for displacement
dwelling. The base monthly rental for the displacement dwelling is the lesser
of:
i. the average monthly cost for rent and
utilities at the displacement dwelling for a reasonable period prior to
displacement, as determined by the department. (For an owner-occupant, use the
fair market rent for the displacement dwelling. For a tenant who paid little or
no rent for the displacement dwelling, use the fair market rent, unless its use
would result in a hardship because of the person's income or other
circumstances; or
ii. thirty
percent of the person's average gross household income. (If the person refuses
to provide appropriate evidence of income or is a dependent, the base monthly
rental shall be established solely on the criteria in §109. B.2.b.i. A full-time student or resident of an institution may be assumed to be a
dependent, unless the person demonstrates otherwise).
c. Manner of Disbursement. A rental
assistance payment may, at the department's discretion, be disbursed in either
a lump sum or in installments. However, except as limited by §109. C 6,
the full amount vests immediately, whether or not there is any later change in
the person's income or rent, or in the condition or location of the person's
housing.
3. Downpayment
Assistance Payment
a. Amount of Payment. An
eligible displaced person who purchases a replacement dwelling is entitled to a
downpayment assistance payment in the amount the person would receive under
§109. B.2 if the person rented a comparable replacement dwelling. At the
discretion of the department, a downpayment assistance payment may be increased
to any amount not to exceed $5,250. However, the payment to a displaced
homeowner shall not exceed the amount the owner would receive under §109.
A.2 if he or she met the 180-day occupancy requirement. The department's
discretion to provide the maximum payment shall be exercised in a uniform and
consistent manner, so that eligible displaced persons in like circumstances are
treated equally. A displaced person eligible to receive a payment as a 180-day
owner-occupant under §109. A.1 is not eligible for this payment (see also
§115. B 3
b. Application of
Payment. The full amount of the replacement housing payment for downpayment
assistance must he applied to the purchase price of the replacement dwelling
and related incidental expenses.
C. Additional Rules Governing Replacement Housing Payments
1. Determining Cost of
Comparable Replacement Dwelling. The upper limit of a replacement housing
payment shall be based on the cost of a comparable replacement dwelling
(defined at §101. B 4
a. If available,
at least three comparable replacement dwellings shall be examined and the
payment computed on the basis of the dwelling most nearly representative of,
and equal to, or better than, the displacement dwelling. An adjustment shall be
made to the asking price of any dwelling, to the extent justified by local
market data (see also §105. E.1.b An obviously overpriced dwelling may
be ignored.
b. If the site of the
comparable replacement dwelling lacks a major exterior attribute of the
displacement dwelling site, (e.g., the site is significantly smaller or does
not contain a swimming pool), the value of such attribute shall be subtracted
from the acquisition cost of the displacement dwelling for purposes of
computing the payment. If the acquisition of a portion of a typical residential
property causes the displacement of the owner from the dwelling and the
remainder is a buildable residential lot, the department may offer to purchase
the entire property. If the owner refuses to sell the remainder to the
department, the fair market value of the remainder may be added to the
acquisition cost of the displacement dwelling for purposes of computing the
replacement housing payment.
c. To
the extent feasible, comparable replacement dwellings shall be selected from
the neighborhood in which the displacement dwelling was located or, if that is
not possible, in nearby or similar neighborhoods where housing costs are
generally the same or higher.
2. Basic Rights of Persons to be Displaced.
Not withstanding any provision of this Section, no person shall be required to
move from a displacement dwelling unless comparable replacement housing is
available to such person. No person may be deprived of any rights the person
may have under the Uniform Act or this Part. The department shall not require
any displaced person to accept a dwelling provided by the department under
these procedures (unless the department and the displaced person have entered
into a contract to do so) in lieu of any acquisition payment or any relocation
payment for which the person may otherwise be eligible.
3. Purchase of Replacement Dwelling. A
displaced person is considered to have met the requirement to purchase a
replacement dwelling, if the person:
a.
purchases a dwelling; or
b.
purchases and rehabilitates a substandard dwelling; or
c. relocates a dwelling which he or she owns
or purchases; or
d. constructs a
dwelling on a site he or she owns or purchases; or
e. contracts for the purchase or construction
of a dwelling on a site provided by a builder or on a site the person owns or
purchases;
f. currently owns a
previously purchased dwelling and site, valuation of which shall be on the
basis of current fair market value.
4. Occupancy Requirements for Displacement or
Replacement Dwelling. No person shall be denied eligibility for a replacement
housing payment solely because the person is unable to meet the occupancy
requirements set forth in these regulations for a reason beyond his or her
control, including:
a. a disaster, an
emergency, or an imminent threat to the public health or welfare, as determined
by the President, the federal agency funding the project, or the department;
or
b. another reason, such as a
delay in the construction of the replacement dwelling, military reserve duty,
or hospital stay, as determined by the department.
5. Conversion of Payment. A displaced person
who initially rents a replacement dwelling and receives a rental assistance
payment under §109. B.2 is eligible to receive a payment under §109.
A or B.3 if he or she meets the eligibility criteria for such payments,
including purchase and occupancy within the prescribed one-year period. Any
portion of the rental assistance payment that has been disbursed shall be
deducted from the payment computed under §109. A or §109.
B 3
6. Payment after Death. A
replacement housing payment is personal to the displaced person and upon his or
her death the undisbursed portion of any such payment shall not be paid to the
heirs or assigns, except that:
a. the amount
attributable to the displaced persons period of actual occupancy of the
replacement housing shall be paid;
b. the full payment shall be disbursed in any
case in which a member of a displaced family dies and the other family
member(s) continue to occupy a decent, safe, arid sanitary replacement
dwelling;
c. any portion of a
replacement housing payment necessary to satisfy the legal obligation of an
estate in connection with the selection of a replacement dwelling by or on
behalf of a deceased person shall be disbursed to the estate.
D. Replacement Housing of Last Resort
1. Determination to Provide
Last Resort Housing. Whenever a program or project cannot proceed on a timely
basis because comparable replacement dwellings are not available within the
monetary limits for owners or tenants, as specified in §109. A or B, as
appropriate, the department shall provide additional or alternative assistance
under the provisions of this Section. Any decision to provide last resort
housing assistance must be adequately justified either:
a. on a case-by-case basis, for good cause,
which means that appropriate consideration has been given to:
i. the availability of comparable housing in
the project or program area; and
ii. the resources available to provide
comparable housing; and
iii. the
individual circumstances of the displaced person; or
b. by a determination that:
i. there is little, if any,
comparable-replacement housing available to displaced persons within an entire
project or program area; and, therefore a case-by-case justification for last
resort housing assistance is not necessary; and
ii. a project or program cannot be advanced
to completion in a timely manner without last resort housing assistance;
and
iii. the method selected for
providing last resort housing assistance is cost effective, considering all
elements which contribute to total project or program costs. (Will project
delay justify waiting for less expensive replacement housing to become
available?)
2. Basic Rights of Persons to be Displaced.
Not withstanding any provision of this Section, no person shall be required to
move from a displacement dwelling unless comparable replacement housing is
available to such person. No person may be deprived of any rights the person
may have under the Uniform Act or this Part. The department shall not require
any displaced person to accept a dwelling provided by the department under
these procedures (unless the department and the displaced person have entered
into a contract to do so) in lieu of any acquisition payment or any relocation
payment for which the person may otherwise be eligible.
3. Methods of Providing Replacement Housing.
The department shall have broad latitude in implementing this Subpart, but
implementation shall be for reasonable cost, on a case-by-case basis unless an
exception to case-by-case analysis is justified for an entire project.
a. The methods of providing housing of last
resort include, but are not limited to:
i. a
replacement housing payment in excess of the limits set forth in §109. A or B. A rental assistance subsidy under this Section may be provided in
installments or in a lump sum at the department's discretion;
ii. rehabilitation of and/or additions to an
existing replacement dwelling;
iii.
the construction of a new replacement dwelling;
iv. the provision of a direct loan, which
requires regular amortization or deferred repayment. The loan may be unsecured
or secured by the real property. The loan may bear interest or be
interest-free;
v. the relocation,
and, if necessary, rehabilitation of a dwelling;
vi. the purchase of land and/or a replacement
dwelling by the department and subsequent sale or lease to, or exchange with a
displaced person;
vii. the removal
of barriers to the handicapped;
viii. the change in status of the displaced
person from tenant to homeowner when it is more cost effective to do so, as in
cases where a downpayment may be less expensive than a last resort rental
assistance payment.
b.
Under special circumstances, modified methods of providing housing of last
resort permit consideration of:
i.
replacement housing based on space and physical characteristics different from
those in the displacement dwelling (see §115, and §109 D);
ii. upgraded, but smaller replacement housing
that is decent, safe and sanitary and adequate to accommodate individuals or
families displaced from marginal or substandard housing with probable
functional obsolescence;
iii. the
financial means of a displaced person who is not eligible to receive a
replacement housing payment because of failure to meet length-of-occupancy
requirements when comparable replacement rental housing is not available at
rental rates within 30 percent of the person's gross monthly household
income.
AUTHORITY NOTE: Promulgated in accordance with 42 USC 4601 - 4655, 52 FR 45667, 49 CFR 1.48(dd), and R.S. 38:3107.
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