| Applicant record |
The person(s) — names, phones, addresses — shown on the Navigation form. One per household; can own several projects. |
| Project |
One application for assistance on one property. Has its own number, status checklist, folder, income, loan. |
| Project number / A-Number |
Internal random number that ties all project data together. Never typed by users. |
| Project ID (PN-nn) |
The human file number assigned in Project Setup / Loan Numbers; appears in folder names and documents. |
| Program |
A funding program your agency runs (e.g. SFR – Loan, Mobile Home Grant). Decides templates, status checklist, terms. |
| Program Terms |
The loan/grant product: interest rate, term, funding type, forgiveness schedule. |
| Funding Source |
The money behind the program (CDBG, HOME, local). Decides document set and IDIS treatment. |
| Status (WList) |
The project's current stage — shown in the window title and the Navigation grid; advances from the checklist. |
| Status checklist / responsibility list |
The per-project copy of the program's steps, each with a responsible staff member and completion date. |
| Income earner |
A household member 18+ who receives income; only these appear on the income cards. |
| AMI / Program Max AMI / True % Median |
Area Median Income; the program's ceiling (e.g. 50 %); the household's actual percentage. |
| HOTMA / Part 5 |
The two HUD methods for income from assets; agency-wide setting. Threshold decides whether asset income is imputed. |
| Passbook rate |
The rate used to impute income from assets above the threshold (agency setting). |
| Portal Estimate (unverified) |
The income figure the applicant typed in ApplicationOS; shown for comparison until staff verify. |
| Unclassified Income |
A bank deposit group the analyzer couldn't label; counts as income until you classify it. |
| H / B / A / L / G |
Bid item categories: Health-Safety, Building code, Accessibility, Lead paint (mandatory) and General Property Improvement (optional, capped at 15 %). |
| Selected (S) |
A bid item included in the contract. |
| Prime contractor / PC |
The winning general contractor. PC Change Orders are theirs; subcontract change orders are separate. |
| Retention |
Money withheld from a disbursement until completion. |
| Contingency |
Project funding not yet committed to contracts and fees. A running balance. |
| NTP |
Notice to Proceed. |
| NOC |
Notice of Completion (and its recording). |
| SOW / WWU |
Scope of Work / Work Write-Up — the same document. |
| CEST |
Categorically Excluded Subject To (the environmental review level). |
| SHPO / Section 106 |
State Historic Preservation Office review. |
| LIRA |
Lead Inspection / Risk Assessment. |
| Reconveyance |
The document releasing the deed of trust when the loan is satisfied. |
| Substitution of Trustee |
Optional companion to the reconveyance when the trustee changed. |
| IDIS |
HUD's Integrated Disbursement and Information System. |
| Technician |
HousingOS's name for a staff user record (name, title, phone, email, permissions). |
| Loan Coordinator / Rehab Specialist |
The two staff roles on every project; letters are signed by them and CCs go to them. |
| Coded name |
The template slot a document button looks for (e.g. Approval Letter, SOW Review Letter). "No Document Set-Up For This Coded Name" = that slot has no template for the program. |
| Backend / Front end |
The shared data file on the server / the HousingOS program on your PC. Updates replace the front end; the Backend Updater changes the data file (▸ B-2a). |