The Housing Opportunity Through Modernization Act (HOTMA) aims to increase the flexibility and efficiency of subsidized housing programs by streamlining required procedures for tenant income review. Ultimately, this added flexibility will simplify the application process for tenants, ease the administrative burden of Public Housing Agencies (PHAs) and private property owners, and offer tenants increased wealth-building opportunities.
Complying with the new HOTMA rules requires PHAs to change the processes and public-facing materials they use to assess applicant eligibility, allocate public housing units, and issue housing vouchers. To help PHAs make these adjustments and increase tenants’ understanding of program requirements, Public Policy Lab partnered with the US Department of Housing and Urban Development (HUD), FirstPic, and VPCC to develop a suite of tenant-friendly template applications and forms to be distributed to PHAs via the HUD Exchange.
All materials were developed in a user-friendly format and written in plain language accessible to low-literacy applicants. We also improve the visual design, making the materials more visually appealing, clear, and simple for applicants to navigate.
The goals of this project were to:
															Interview Participants
We spoke with staff from seven Public Housing Agencies across the country.
Pages of Forms Analyzed
Public Housing Agencies Interviewed
Forms Redesigned
During our research, we spoke with staff from seven Public Housing Agencies (PHA) across the country to better understand what it takes to create and maintain their public-facing applications and forms.
We learned that there is no uniform way in which PHAs design and amend their forms, even though the regulatory requirements that govern these forms are similar. Additionally, PHAs face several challenges in complying with the new HOTMA regulations. Interpreting the rules and developing staff training is time-consuming and requires updating materials across formats and for different audiences. When creating or revising public-facing forms, PHAs reported difficulties using plain language, ensuring consistency, and translating content into other languages. Due to limited translation capacity, many rely on bilingual staff to bridge the gap.
PHA staff members we spoke with were eager to receive templates for these forms. PHA staff expressed a desire for example model forms that are already in plain language and are user-friendly, as this would help ease their workload and improve the experience of people applying for housing assistance.
After speaking with PHA leadership and staff, we gathered forms and application materials from each public housing agency to determine information overlap and divergence. Our goal was to create a unified set of template forms that could combine disparate elements of existing forms while also meeting HOTMA regulations. During our research phase, we assessed over 715 pages of public housing forms.
We've always kind of just created our own [forms]. We've always interpreted on our own. So I think it's awesome that HUD is taking that step further and providing all this guidance.”
—PHA Staff
															Analyzing Existing Forms
We assessed 715 pages of forms from public housing agencies across the country to determine information overlap and divergence, and to begin creating the unifying template forms.
Based on what we learned through our research, we designed common templates that can be used by all PHAs across the country to create and amend application, recertification, and verification forms for public housing and the Housing Choice Voucher (Section 8) program. We designed the template in Microsoft Word to make it accessible to all agencies regardless of their technical capacity. For most agencies, the templates can be used as is. However, we also created a “customization guide” to assist agencies in modifying the templates in the case of agency-specific needs.
We focused on a few key principles for the re-design, building on previous learnings from our RAPID project:
Our new template forms will now be available to the over 3,000 Public Housing Agencies that manage public housing and voucher programs.
															Final Forms
Our final products included redesigned application, recertification, and verification forms for public housing and housing choice voucher programs.
The PPL team delivered the newly designed templates to HUD in Summer 2025. HUD is now preparing to make these materials available to public housing and Housing Choice Voucher programs across the country—programs that house nearly five million Americans.
Final Application Templates
HUD is preparing to make our templates available to public housing and Housing Choice Voucher programs across the country—programs that house nearly five million Americans.
															
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