HUD Handbook 4350.3 § 2-34
Owner Self-Evaluation (HUD Occupancy Handbook 4350.3 REV-1 CHG-4)
Operative Text
A. The Section 504 regulations required recipients of federal financial assistance to
conduct a self-evaluation of their policies and practices to determine if they were
consistent with the requirements of this section of the Rehabilitation Act of 1973.
The regulations required owners to have completed their self-evaluations no later
than July 11, 1989.
B. The Section 504 regulations establish owners’ ongoing responsibility to operate
their programs so that they are, when viewed in their entirety, accessible to and
usable by persons with disabilities [24 CFR 8.24]. Although the regulatory
deadlines for completing self-evaluations have now passed, the self-evaluation
continues to be an excellent management tool for ensuring that the owner’s
current policies and procedures comply with the requirements of Section 504.
C. HUD strongly recommends that owners periodically update their self-evaluations
as one way to help ensure compliance. Updates are particularly important if
there have been alterations to units or units have been added or demolished.
When updating the self-evaluation and implementing its results, owners should
take the following steps.
1. Evaluate current policies and practices, and analyze them to determine if
they adversely affect the full participation of individuals with disabilities in
the owner’s programs, activities, and services.
NOTE: Information on technical resources regarding Section 504
accessibility requirements can be found in paragraph 2-26.
Nondiscrimination and Promote Accessibility
2. Modify any policies and practices that are not or may not be in
compliance with Section 504.
3. Take appropriate corrective steps to remedy those policies and practices
that are either discriminatory or have a discriminatory effect.
4. Document the process and activities used to update the self-evaluation.
NOTE: Under Section 504 regulations, owners were required to complete one
self-evaluation. HUD does not review or approve any subsequent self-
evaluations that owners may wish to complete.
D. Owners, managing entities, or projects employing 15 or more persons were
required to maintain on file, make available for public inspection, and provide to
the Office of Fair Housing and Equal Opportunity upon request the information
below for at least three years following completion of the evaluation:
1. A list of the interested persons consulted;
2. A description of areas of the project the owner examined and any
problems identified; and
3. A description of any modifications the owner made and of any remedial
steps taken.
E. Section 504 also required owners to develop a transition plan for completing
structural changes needed to make the property readily accessible to and usable
to persons with disabilities by July 11,1991. Owners were required to prepare
the plan by January 11, 1989.
1. Although the deadlines for preparing and implementing the plan have
passed, transition plans are an excellent management tool for ensuring
continued compliance when structural alterations to a property (e.g.,
building additional units) require further action to continue meeting the
physical accessibility requirements of Section 504.
2. Owners were expected to develop the plan with the assistance of
interested persons. HUD recommends that transition plans include the
following items that were originally required for inclusion in these plans.
a. Identify physical obstacles in the property that limit accessibility to
persons with disabilities.
b. Describe in detail the methods that will be used to make the
project accessible.
Nondiscrimination and Promote Accessibility
c. Specify the schedule for taking steps to achieve compliance with
the requirements for structural changes, including making a
minimum of 5% of the units accessible to persons with mobility
impairments. If the time period covered by the transition plan is
longer than one year, the plan must identify steps that will be
taken during each year of the transition period.
d. Indicate the person (and his/her title) responsible for implementing
the plan.
e. Identify persons or groups who helped the owner prepare the
plan.
Subsection 3: Physical AccessibilityHUD Handbook 4350.3 REV-1 CHG-4 § 2-34 describes the self-evaluation and transition planning obligations that arose under Section 504 of the Rehabilitation Act of 1973 for recipients of federal financial assistance in housing. Although the original regulatory deadlines for completing these evaluations and transition plans have passed, the provision establishes that owners retain an ongoing responsibility under 24 CFR 8.24 to ensure their programs remain accessible to and usable by persons with disabilities when viewed in their entirety. HUD treats periodic self-evaluation updates and maintained transition plans as valuable compliance tools, particularly when physical changes to a property—such as adding or demolishing units—occur.
Plain English — not legal advice.
Under HUD Handbook 4350.3 REV-1 CHG-4 § 2-34, compliant operators generally conduct periodic reviews of their current policies and practices to identify any that may adversely affect the full participation of persons with disabilities, modify those that fall short of Section 504 requirements, and document the entire process. Operators with 15 or more employees typically keep self-evaluation records available for public inspection and ready to provide to the Office of Fair Housing and Equal Opportunity upon request for at least three years after the evaluation is completed. When structural alterations are made to a property, maintaining or updating a transition plan that identifies physical obstacles, proposed remedies, a compliance schedule, and a responsible party is a recognized best practice under this section.
General guidance for property managers — not legal advice for your specific situation. Consult an attorney for advice on your case.
Section 2-34 of HUD Handbook 4350.3 REV-1 CHG-4 reflects an owner's continuing obligation under Section 504 to keep federally assisted housing programs accessible to persons with disabilities, not just at a single point in time but on an ongoing basis. Tenants and applicants with disabilities who believe an owner's policies, practices, or physical conditions create barriers to access may have grounds to raise a Section 504 concern, including by filing a complaint with the U.S. Department of Housing and Urban Development. Tenant-rights organizations and fair housing agencies can help individuals understand what records owners are required to maintain and what remedies may be available under this provision.
General guidance for tenants — not legal advice for your specific situation. Consult a tenant-rights organization or attorney for advice on your case.
Generated October 14, 2026 — auto-generated, not yet human-reviewed. See /transparency for methodology.
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