PHA Plan Templates

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PHAs are required to use the template files to create their electronic 5-Year, Annual Plans, and PHDEP Plans from the PHA Plans web site. The PHA, small PHA, and PHDEP Plans templates are provided below in four different file formats, including Microsoft Word version 6.0, WordPerfect and the Rich Text Format. The PDF template is available for users to download and print the template plans only. PHAs should not make edits to the PDF files electronically.

• The first 5-Year/Annual PHA Plans were submitted by PHAs in 1999 for their FY2000 year.
• The 5-Year Plan covered the five-year period from a PHA's FY2000 to FY2004.
• The next 5-Year Plan is due 75 days prior to the PHA's 2005 FY.

Select your template from the following files. If you experience any problems, please see our "How to Download" Using Internet Explorer or Netscape pages.

• Standard PHA Plan Template (HUD-50075)
  The PHA Plan Template 50075 should be submitted by PHAs with more than 250 Public Housing units. This requirement is irrespective of the number of Housing Choice Vouchers that the PHA may also administer. High Performer PHAs with more than 250 Public Housing units may submit the 5-Year/ Annual Streamlined Plan 50075-SF (when 5-Year Plans are due) or the Streamlined Annual Plan 50075-SA. Please refer to PIH Notice 2003-21 and the PHA Plan Checklist for further guidance.
  
  
• Streamlined PHA Plan Template ( HUD-50075-SF and HUD-50075-SA)
  The 5-Year/Annual Streamlined Plan 50075-SF and the Streamlined Annual Plan 50075-SA should be submitted by non-troubled PHAs with fewer than 250 Public Housing units. This requirement is irrespective of the number of Housing Choice Vouchers that the PHA may also administer and includes PHAs administering only a Housing Choice Voucher program. High Performer PHAs with more than 250 Public Housing units may also submit the 5-Year/Annual Streamlined Plan 50075-SF (when 5-Year Plans are due) or the Streamlined Annual Plan 50075-SA. Please refer to PIH Notice 2003-21 and the PHA Plan Checklist for further guidance.
  

Standard PHA Plan Template (HUD-50075)	5-Year/Annual Streamlined Plan Template (50075-SF)	Streamlined Annual Plan Template (50075-SA)
Exp. Aug. 31, 2009	Exp. Aug 31, 2009	Exp. Aug 31, 2009
HUD-50075 (MS Word)	5-Year / Annual Streamlined Plan, 50075-SF (MS Word)	Streamlined Annual Plan, 50075-SA (MS Word)
HUD-50075 (Rich Text Format RTF)	5-Year / Annual Streamlined Plan, 50075-SF (Rich Text Format RTF)	Streamlined Annual Plan, 50075-SA (Rich Text Format RTF)
HUD-50075 (Adobe PDF)	5-Year / Annual Streamlined Plan, 50075-SF (Adobe PDF)	Streamlined Annual Plan, 50075-SA (Adobe PDF)
HUD-50075 (Wordperfect WPD)

Below are general guidelines for completing the templates below. For more detailed instructions, please see Section 3 of the PHA Plan Desk Guide and PIH Notice 2003-21 for streamlined plans. Related information on Capital Fund tables and guidance is also available.

1. Format
   The electronic PHA Plan template is designed in a question-and-answer format to allow for easy completion. The template contains numerous checkbox and text “fields.” The PHA may “double-click” on a checkbox, change the default value to “checked,” and then click “OK.” This action will place an “X” in the checkbox automatically. PHAs can also type a response to a question by clicking on text fields and typing.
   
   
2. Instructions
   Instructions for each component are in the template. PHAs should respond to all questions unless instructed otherwise or if the questions are not applicable to the PHA’s programs (e.g., a Section 8-only PHA would not respond to a question related only to public housing).
   
   
3. Applicable Period
   Information contained in the PHA Plan covers the period beginning with the PHA’s upcoming fiscal year. The PHA can report policies and activities that they expect to employ but may not yet have in place.
   
   
4. Update References
   At each annual submission, the PHA should update references to both the PHA Fiscal Year and the Federal Fiscal year made throughout the plan and the attachments.
   
   
5. Due Date
   The PHA Plan is due 75 days prior to the beginning of the PHA’s fiscal year start date.
   
   
6. Annual Plan Type
   On the first page of the standard Annual Plan, the PHA should indicate the type of Plan being submitted: Standard, Streamlined (high performing PHA), or Troubled PHA.
   
   
7. Executive Summary of the Annual PHA Plan
   The Executive Summary is not a required component of the PHA Plan. A PHA may, at its own option, include a brief executive summary of the plan, including highlights of major initiatives and discretionary policies planned for the coming fiscal year.
   
   
8. Annual Plan Table of Contents
   The Table of Contents includes a list of all Plan components, as well as required and optional attachments. The Table of Contents also includes a comprehensive list of all supporting documents available for review. Once the Plan template is fully completed, the PHA should include a page number in the right hand column for each item listed in the Table of Contents.

Section 3 of the PHA Plan Desk Guide contains detailed information on the following Plan components:

• Housing needs
• Statement of financial resources
• PHA policies governing eligibility, selection, and admissions
• Rent determination policies
• Operating and management
• PHA grievance procedures
• Capital improvement needs
• Demolition and disposition
• Designation of public housing
• Conversion of public housing
• Homeownership
• Community service and self-sufficiency
• PHA safety and crime prevention
• Pet policy
• Civil rights certifications
• Fiscal audit
• PHA asset management
• Other information
• Fund tables
• Certifications
• Attachments
• Supporting documentation
• Five-year plan

Notice PIH 2003-21 (HA) and the Deregulation for Small PHAs include information on the need for PHAs eligible to submit streamlined plans to include information on site-based waiting lists, Section 8(y) homeownership, and use of Project-Based Vouchers.