HUD HCV Guidebook § 4.6

It is helpful for the initial PHA to know the number and status of families searching in other communities who
may eventually lease up. Exhibit 1: Outgoing Portability is a processing log for tracking families searching
elsewhere. The log can be maintained manually or electronically. PHAs are not required to use this log. This
log is meant as a suggestion and PHAs may choose to use a different log or make revisions to the one
suggested in this guidebook. The log tracks the following:
        •   Participant name;

52
   24 CFR § 982.355(c)(2)
53
   24 CFR § 982.355(c)(3)
54
   24 CFR § 982.355(c)(7); PIH Notice 2016-09(9)(h)(2)

Moves and Portability                                                                                     13

•   Voucher number (if applicable);
          •   Expiration date of initial PHA’s voucher;
          •   Receiving PHA’s name, address, telephone, and fax numbers;
          •   Date forms HUD-50058 and HUD-52665 were sent to the
              receiving PHA;
          •   Date by which, if the voucher is being administered, billing is

          •
              due (90 days after the expiration of the initial PHA’s voucher);
              Date the form HUD-52665 is received informing the initial           Policies
          •
              PHA that the family has leased a unit;
              Whether the receiving PHA has decided to absorb or
                                                                                  Applicable Under
              administer;                                                         Portability
          •   The date indicating that the family’s portability effort has
              come to a conclusion. This can be the date that the family
              leases a unit in the receiving PHA’s jurisdiction or the
                                                                                  Applicable Initial PHA
              effective date of absorption into the receiving PHA’s HCV           Policies
              program.
          •   Notes/comments                                                      • Applicant selection and
                                                                                    admission policies
                                                                                  • Moves policies
The initial PHA may choose to create a separate tracking log for families
that have leased a unit in the receiving PHA’s jurisdiction (for whom the
initial PHA will be billed) to track when the annual submission of the
family’s 50058 by the receiving PHA is due and whether it has been                Applicable Receiving PHA
received by the initial PHA. Alternatively, initial PHAs may choose to            Policies
continue to track this information under the same log used while the
family was searching for a unit in the receiving PHA’s community, or as           • Income limit applicable
part of the initial PHA’s billing system.                                           to applicant families
Different housing software options may provide a platform for PHAs to               (typically the very low-
track the portability information. PHAs may want to consider the cost-              income limit)
effectiveness of such options in relation to factors such as the volume of
portability transactions, the PHA’s financial capability, staffing, etc.          • Payment standards
                                                                                  • Subsidy Standards
                                                                                  • Extensions available for