TARGETING PROGRAM REFERRAL PACKET How to Make a Referral to the Targeting Program REFERRAL AGENCIES: STEP 1: Assess the household’s potential for success in independent housing with access to the supports and services determined necessary, appropriate and available. STEP 2: Review property information using the Property Listing. Explain the Targeting Program and review Targeting Program housing options within your service area. Referral Agencies may only refer households to properties within the agency’s service area. STEP 3: Determine if the household meets Targeting Program eligibility criteria. Targeting Program eligibility criteria varies by property (see Property Listing for eligibility criteria). Households must be eligible for and interested in living at the properties to which they are referred. STEP 4: Complete the Targeting Program Referral forms. Household Information is necessary for processing referrals. The Referral Agency Point or Back-up person, identified on the agency’s Agreement to Participate, signs this form. A separate Letter of Referral is needed for each property to which a household is applying as this form will be forwarded to the property. The Referral Agency completes Section 1. The Referral Agency must work with households to apply for Section 8 if the household is not already on the Section 8 waitlist. This step is necessary prior to referral; however, Targeting Program eligibility is not impacted if waitlists are closed or the household is ineligible for Section 8. To find contact information for the local Public Housing Agency visit www.hud.gov/offices/pih/pha/contacts/states/nc.cfm. The head of household must sign Section 2. DHHS completes Section 3. STEP 5: Fax the Targeting Program Household Information form and Targeting Program Letter of Referral to the appropriate DHHS Regional Housing Coordinator (see map on next page). Referral forms must be reviewed and coordinated by the Referral Agency Point or Back-up person. If a unit is available, the Regional Housing Coordinator will forward the Letter of Referral to the property and notify the Referral Agency. If a unit is not available, the Regional Housing Coordinator will add the household to the Targeted Unit waitlist. Completing the Targeting Program Referral Packet should not be confused with completing a lease application at the property. STEP 6: DHHS Regional Housing Coordinator will contact the referral agency when a unit is available. If the referral agency confirms that the household is ready to apply, DHHS will forward the Letter of Referral to the property and inform the referral agency that the Letter of Referral has been sent. The head of household should contact property management, identifying him or herself as a Targeted Unit household, and complete the lease application within 7 days. STEP 7: Assist the household with the lease application depending on the household’s needs. The Property Manager processes the application just as they would for a non referred person including income verification and rental, credit and criminal background checks (fees may apply). The Property Manager notifies the head of household and the Regional Housing Coordinator of the application decision and the Regional Housing Coordinator notifies the Referral Agency. STEP 8: If the lease application is approved, ensure that the household moves into the Targeted Unit. The household needs to be prepared to pay a security deposit and utility deposits/fees and may need assistance in understanding the lease when the Property Manager reviews it with him or her. If the lease application is denied, contact the household to determine if they plan to appeal the denial. Notify the Regional Housing Coordinator of their decision. Appeals, including Reasonable Accommodation requests, must be submitted to Property Management within the time period specified in the denial letter. Property Management will hold the application/unit open until the appeal process is complete. TARGETING PROGRAM DHHS Regional Housing Coordinator Coverage Areas Yadkin Forsyth Avery Guilford Currituck Pasquotank Perquimans Nash Edgecombe Martin Washington Tyrrell Dare Wilson Rowan Stanly Rutherford Union Henderson Lincoln Gaston Mecklenburg Cleveland Anson Lee Harnett For statewide general information contact: Kay Johnson Martha Are Field Operations Manager Acting Regional Housing Manager 704‐619‐6716 919‐855‐4994 kay.r.johnson@dhhs.nc.gov martha.are@dhhs.nc.gov Hyde Wayne Moore Lenoir Region 3 Tonya Rathbone 704‐530‐9896 1‐888‐591‐4410 fax tonya.rathbone@dhhs.nc.gov Beaufort Greene Johnston Craven Pamlico Cumberland Hoke Sampson Scotland Catawba Montgomery Pitt Cabarrus Richmond Caldwell Alexander Buncombe McDowell Polk Camden Randolph Burke Transylvania Vance Wake Davidson Mitchell Macon Clay Haywood Cherokee Jackson Gates Hertford Franklin Chatham Iredell Graham Northampton Halifax Bertie Davie Madison Yancey Swain Durham Wilkes Alamance Watauga Surry Warren Chowan Region 1 Russell Cate 919‐480‐9273 1‐888‐331‐8455 fax russell.cate@dhhs.nc.gov Stokes Rockingham Orange Caswell Person Alleghany Ashe Granville Region 4 Stacy Hurley 919‐401‐6850 1‐888‐510‐4487 fax stacy.hurley@dhhs.nc.gov Region 2 Gillian Hampton 336‐982‐2392 1‐888‐570‐2290 fax gillian.hampton@dhhs.nc.gov Jones Duplin Onslow Robeson Carteret Bladen Pender New Hanover Columbus Brunswick Region 5 Thea Craft 919‐855‐4985 1‐888‐426‐9964 fax thea.craft@dhhs.nc.gov TARGETING PROGRAM HOUSEHOLD INFORMATION Information below is required for purposes of processing Targeted Unit referrals. Referral Agency name: Date: Agency Point or Back-up person name: Phone no: Agency Point or Back-up person signature required: Fax no: 1. Head of Household (name): 2. Date of Birth: Last 4 digits of SSN: XXX – XX – 3. No. of household members (do not include live-in aides): No. of live-in aides: 4. If household has 2 or more members, describe the relationship of each person to the head of household. 5. If household has medical reasons for an extra bedroom, please explain. 6. Head of household is a person with a disability... ……………………………...………... Yes ….…… No 7. Head of household has income based on disability..….. …………………....…….….… Yes …….… No a. Handicapped Unit (wider doors, grab bars) …………………………………………... Yes ……… No b. Fully Accessible Unit (curbless shower) .……………………………..………….….… Yes ……… No c. Visual/Audio Accessible Unit .…………………………………..…………………..… Yes …...… No d. Ground floor unit if no elevator…..…………………………..………..………………… Yes …...… No 8. If question 7 answer is yes, list source of disability income (SSI, SSDI, VA, other): 9. Total monthly gross household income: 10. Indicate whether or not the household needs the following types of apartments: Information below is optional and is collected for purposes of statewide data reporting. 11. Indicate the type of housing in which the household currently lives? _____________ 12. Indicate all types of housing where the household has lived in the past 12 months. Own home or rental unit ICF/MR Home of family/friend Adult Care Home/Assisted Living Psychiatric facility Nursing Home Emergency room/Hospital Group Home Detox/Substance abuse tx facility Jail/Prison Shelter/street/car (Homeless) Other (specify) Last Updated 1.16.14 TARGETING PROGRAM LETTER OF REFERRAL SECTION 1 (Completed by the Referral Agency.) The head of household must sign a Letter of Referral for each property to which he/she wishes to apply. Referral Agencies can only refer applicants to properties within the agency’s service area. Referral of to . Head of Household Name Property Name (one only) Please indicate that each of the following statements is accurate by initialing below. 1. _____ Household meets Targeted Unit eligibility criteria as specified on the Property Listing. 2. _____ Household is not comprised solely of full-time students. (If the household is comprised solely of full-time students, contact DHHS for assistance.) 3. _____ I verified Section 8 status with Local Section 8 Agency . The household: on Date is on the Section 8 waitlist. is not eligible for Section 8. cannot apply for Section 8 at this time, because the waitlist is closed. (Application to Section 8 and status verification is required prior to referral, but status does not affect Targeting Program eligibility.) SECTION 2 (Completed by the Referral Agency and the Head of Household.. Head of Household signature required.) At lease application, I authorize the North Carolina Department of Health and Human Services (NC DHHS) and property management to communicate regarding my application for the Targeted Unit. If my application results in tenancy, I authorize NC DHHS and the Local Lead Agency assigned to this property, _______________________________________________________________________________________________________, Name of Local Lead Agency (Find the property’s Local Lead Agency on the Property Listing.) to communicate with property management regarding issues related to my tenancy. Once I become a tenant, I understand that I may withdraw this authorization at any time. _____________________________________________ Head of Household Signature ____________________ Date SECTION 3 (Completed by DHHS.) DHHS Referral Verification _________________________________________________ DHHS Staff Signature Print Name Last Updated 1.16.14 Date
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