U.S. Department of the Treasury, Homeowner Assistance Fund: "instructions for Tribes to access allocation adjustment funds"
Summary
A March 2023 Treasury presentation, An Overview of the Tribal Allocation Adjustment for the Homeowner Assistance Fund; a disclaimer states that it is for educational purposes and is not binding policy guidance. It explains that HAF funding initially allocated to Tribes that declined to participate will be redistributed among participating Tribes, in amounts based on each Tribe's initial share of all participating Tribes' initial HAF allocations. Slides walk Tribes with approved, submitted or unsubmitted HAF Plans through budget changes in Treasury's Portal. Administrative and planning expenses must not be more than 15% of the total HAF award, and disbursement requires Tribes to be current with HAF reporting responsibilities.
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“U.S. Department of the Treasury, Homeowner Assistance Fund: ‘instructions for Tribes to access allocation adjustment funds.’”
Original at home.treasury.gov. Archived at Pandemic Darlings, https://pandemicdarlings.com/source-documents/u-s-department-of-the-treasury-homeowner-assistance-fund-instructions-7236cf5f9c/
, SHA-256 88cb0b3d40e7b00a7b2bffc1d0a2a56012551bdf2fe6b611eee3f2b759c1aed9.Full text
AN OVERVIEW OF THE
Tribal Allocation Adjustment for the
Homeowner Assistance Fund
March 2023
2
Disclaimer
This presentation is designed to give an overview of the
Homeowner Assistance Fund program for educational purposes.
It should not be construed as legal advice or a statement of
binding policy guidance from the Treasury.
For official Treasury guidance, go to: www.Treasury.gov/HAF
3
HAF Tribal Allocation Overview
4
Tribal Allocation Adjustment Overview
Source of Funds:
• HAF funding initially allocated to Tribes that declined to participate in the HAF program will be
redistributed among Tribes participating in the HAF program.
Eligibility:
• All Tribes currently participating in the HAF program are eligible for additional funding.
Disbursements:
• Funds will be disbursed to Tribe provided they are in compliance with all the terms and
conditions of the HAF Financial Assistance Agreement, including all HAF reporting requirements
Amount:
• Additional HAF allocations to Tribes from this pool will be determined by calculating each
participating Tribe’s initial share of the total of all participating Tribes’ initial HAF allocations and
multiplying the share by the amount available for adjustment.
Accessing Funds:
• Each Tribe or TDHE will receive an email from Treasury with information about the amount of
additional HAF funds available to it, when the funds will be made available, and how to request
the additional HAF funds.
5
Tribal Allocation Overview
My Tribe has submitted
My Tribe has an My Tribe hasn’t
a HAF Plan which has
approved HAF Plan. submitted a HAF Plan
not yet been approved.
• Submit a budget • Your Tribe’s plan has • Submit a HAF plan
revision request been changed from with a budget that
through Treasury’s “submitted” to equals your Tribe’s
Portal. “reopened” in new total allocation of
Treasury’s Portal. HAF funds in
• Update the previously Treasury’s Portal.
submitted HAF Plan
budget to reflect the
new total allocation
amount and resubmit
your HAF Plan in
Treasury’s Portal.
6
Eligible expenses may vary depending upon the HAF participant’s program
design.
Homeowner In general, HAF funds may be used for the following:
Assistance Mortgage Assistance
Fund: • Payment assistance
• Reinstatement of mortgage or other housing-related costs related to a
Qualified period of forbearance, delinquency, or default
• Principal reduction
Expenses • Facilitating interest rate reductions
Other Payment Assistance for
Review • Delinquent property taxes to prevent tax foreclosure
• Utilities, including electric, gas, home energy, water, and wastewater
• Broadband Internet
• Homeowner’s insurance, flood insurance, and mortgage insurance
• Homeowner’s association fees or liens, condominium association fees,
or common charges
• Down payment assistance loans provided by nonprofit or government
entities
Other Measures to Prevent Displacement
• For example, repairs to maintain a home’s habitability or assistance to
enable households to obtain clear title to their properties.
7
Key Reminders
• Administrative expenses, and other expenses
related to planning, needs assessment, and
community engagement must not be more than 15%
of the total amount of the HAF award.
• Reminder: check your Tribe’s administrative spending
• HAF funds can be used for members and individuals
who reside outside the Tribal Government’s
territorial homeland, as long as it is consistent with
the Tribe’s constitution and governing law.
8
Review: Accessing Treasury’s
Portal
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Tips for Using Treasury’s Portal
Access Treasury’s Portal with your registered ID.me or login.gov
account
• This account must be associated with your Tribe’s account within Treasury’s Portal
Only a Tribe’s authorized representative can submit a HAF Plan
and/or request a budget revision.
Click “save” when you’ve completed each section then click “next”
to move forward to the next section.
Use a supported browser:
• Microsoft Edge
• Google Chrome
• Most recent version of Safari
10
Accessing Treasury’s Portal
Enter the portal with your credentials
Using Login.gov: https://portal.treasury.gov/compliance/s
Using ID.me: https://portal.treasury.gov/cares/s/HAF
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Accessing Treasury’s Portal
12
Accessing Your Tribe’s HAF Submissions
13
Tribes with Approved HAF Plans
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Instructions to Request an Allocation Adjustment
For Tribes with Approved HAF Plans
1. Enter Treasury’s Portal (either through login.gov or ID.me)
2. Select “State, Local, and Tribal Support”
3. Select “Submissions” from the left hand menu or the button in the middle of the page
called "Go to Your Submissions."
4. In the “HAF Plan Submissions” section, under the “Actions” column click on “View
Budget”
5. Select “Budget” from the lefthand menu.
6. Review the dollar amounts in green at the top
7. Use the “pencil” icon to change line items to add up to the new allocation amount.
8. Press “Save” then “Next”.
9. Press “Submit” in the pop-up box confirming that you wish to submit the budget
revision request.
Note:
• Each section provides a subtotal.
• Requests for additional funds cannot exceed the new total allocation amount.
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Accessing Your Tribe’s HAF Submissions
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Accessing Your Tribe’s HAF Plan Budget
Revising Your Tribe’s Approved HAF Plan Budget 17
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Click pencil
icon to edit
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Budget Revision Request
• When you are done making line item changes in the budget, press “Save”
at the bottom of the budget template to save these changes.
• The amount at the bottom of the “Proposed Amount” column will then
total up the expenses and turn blue if it equals the total allocation amount
or remain red if it is not equal.
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Budget Revision Request
• In the "Justification for proposed changes" box, be sure to describe the changes
for any line item that changed over 10% and include “Additional Allocation”
• Then press “Submit” to move forward.
• A pop-up box will appear and press “submit”, if ready to submit the proposal.
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Budget Amount does not Equal New Total Allocation Amount
• If it the total budget is greater than the total allocation amount, you
cannot move forward.
• If it the total budget is less than the total allocation amount, you must confirm
by checking the box.
22
Tribes Submitted HAF Plans But
Not Yet Approved By Treasury
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Changes to HAF Plan Budget
• In Treasury’s Portal, go back to “Reopened” HAF Plan to make the changes to
your Tribe’s HAF Plan Budget
• In the “HAF Plan Submissions" section, look for the “Edit/View” column and
click the pencil icon.
• Click on “Budget” in the lefthand column to see your new allocation amount.
• Make changes to the relevant line items.
• Press “Save Information” at the bottom to total up all changes.
• Confirm the budget reflects the amount that your Tribe is requesting in the
yes/no drop down menu.
• Click “Next” to move on.
24
Changes to HAF Plan Budget
• Go back in plan and make the changes to the HAF Plan Budget
Reopened
25
26
Updated Allocation Amount
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Making Changes to the Budget
• Enter in the new amount for each line item
• Note each section will provide a sub-total
28
Flag: Requesting Less than New Allocation Amount
• At the bottom of the budget template, this red text will appear.
• Make changes to your budget, then click "Save Information” to total up your expenses.
• Click “yes” or “no” in drop down menu to confirm the amount you are requesting.
• Click “Next” to move on.
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Flag: Requesting More than New Allocation Amount
• On the Application Certification Page, this red text will appear.
• Go back and make changes to your budget, then click the drop down menu to confirm the
amount you are requesting.
• Click “Save Information” then “Next” to move on.
30
Tribes That Have Not Yet
Submitted A HAF Plan
• HAF Guidance:
https://home.treasury.gov/system/files/136/HA
F-Guidance.pdf
• Tribal HAF Plan Submission:
• Slides:
https://home.treasury.gov/system/files/136
/HAFPlan_Submission_Tribal.pdf
• Recording:
HAF Plan https://www.youtube.com/watch?v=52cwF
BQV2kQ
Submission • Sample HAF Plan:
Resources https://home.treasury.gov/system/files/136/HA
F-Grantee-Plan-Template-under-5M.pdf
• Sample Term Sheet:
https://home.treasury.gov/system/files/136/Up
dated-Sample-Term-Sheets-for-HAF-Program-
Design-Elements.pdf
• HAF Tribal Office Hours:
• Every Wednesday at 3:00 pm ET
• https://ustreasury.zoomgov.com/meeting/r
egister/vJIsceyhqToiEm3KAHMcLlL8LgWvGi
TMXwY 31
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Prepare in Advance
• Homeowner Needs and Community
Engagement
• Program Design Elements
• Term Sheets
• Performance Goals
• Readiness
• Budget
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Updated Allocation Amount
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Sample Budget
34
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Other Reminders
36
Reporting and Compliance Requirements
All Tribes that are currently participating in the HAF program are eligible to receive an additional
allocation adjustment.
Disbursement of funds requires Tribes:
• To be current with their HAF reporting responsibilities (both Annual and Quarterly reports); and
• To be compliant across all ORP Programs.
HAF Guidance on Participant Compliance and Reporting Responsibilities:
• https://home.treasury.gov/system/files/136/HAF_GuidanceonParticipantComplianceandReportingResponsibilities.pdf
37
For More Information:
Please visit Treasury’s HAF program website
at www.Treasury.gov/HAF
Thank you. For Immediate Inquiries:
Please contact the HAF Tribal team by email
at HAF_Tribal@Treasury.gov
Future Office Hours every Wednesday at
3:00 pm ET:
https://ustreasury.zoomgov.com/meeting/re
gister/vJIsceyhqToiEm3KAHMcLlL8LgWvGiTM
XwY
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- Original
- home.treasury.gov