Offset of Excess Reserves for Initial Moving to Work Public Housing Agencies and PHA Appeals
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Summary
AI summary — grounded in the notice text
This notice explains how HUD will offset excess public housing and HCV reserves for Initial Moving to Work (MTW) PHAs—those under the MTW Standard Agreement designated before the 2016 act—for the CY2026 funding cycle, protecting 4 months of operating expenses from offset. It also describes the appeals process, including data correction appeals and statutory obligation appeals for committed capital/development activities, and the required documentation and review process. PHA staff must understand these calculation methods and appeal deadlines to protect their agency's reserves and renewal funding allocations.
Key Quotes
Verbatim from the notice
“This notice describes HUD’s implementation of the funding offset for MTW PHAs that were designated prior to the enactment of section 239 of the FY 2016 Consolidated Appropriations Act”
Verbatim from the notice
“Section 239 of the 2016 act prohibits HUD from offsetting reserve amounts equal to 4 months of operating expenses, herein referred to as "protected operating expenses."”
Verbatim from the notice
“the appeals process will open on August 18, 2026, and close on October 19, 2026. MTW PHAs must submit appeal applications by 5:00 p.m. ET on October 19, 2026.”
Key Dates
- Published
- Aug 25, 2026
Compliance deadlines
- Oct 19, 2026Deadline for Initial MTW PHAs to submit offset appeal applications by 5:00 p.m. ET via the Public Housing Portalin 45 days
- Feb 2, 2027Deadline for statutory obligation appeal projects (capital improvement, development, repositioning activities) to close/be fully expendedin 151 days