Docstoc

COAST GUARD HOUSING MANUAL

Document Sample
COAST GUARD HOUSING MANUAL Powered By Docstoc
					              Contents   Index




COAST GUARD
HOUSING MANUAL




COMDTINST M11101.13D
JULY 2000
Contents   Index
                                        Contents                        Index

 U.S. Department                            Commandant                                  2100 Second Street, S.W.
 of Transportation                          United States Coast Guard                   Washington, DC 20593-0001
                                                                                        Staff Symbol: G-WPM-4
 United States
                                                                                        Phone: (202) 267-2227
 Coast Guard



                                                                                COMDTINST M11101.13D
                                                                                JUL 3 2000

COMMANDANT INSTRUCTION M11101.13D

Subj:     COAST GUARD HOUSING MANUAL

1. PURPOSE. This Manual describes policy and procedures for administration of the Coast Guard
   Housing Program. The contents apply to all Area Housing Authorities (AHA), Local Housing
   Authorities (LHA), Housing Representatives, and Unaccompanied Personnel Housing (UPH)
   Managers.

2. ACTION. Area and district commanders, commanders of maintenance and logistics commands,
   commanding officers of headquarters units, assistant commandants for directorates, Chief Counsel,
   and special staff offices at Headquarters shall ensure the Coast Guard Housing Program is managed in
   accordance with policies and procedures contained in this Manual.

3. DIRECTIVES AFFECTED. Coast Guard Housing Manual, COMDTINST M11101.13C is cancelled.

4. DISCUSSION. No paper distribution will be made of this Manual. Official distribution will be via
   the Coast Guard Directives System CD-ROM. An electronic version will also be made available via
   the Commandant (G-W) website http://www.uscg.mil/hq/g-w/g-wp/g-wpm/WPM-4.htm. Editorial
   changes or organizational renamings are not marked. The significant changes are:

   a.     1.C. updates housing allowance section.




        DISTRIBUTION – SDL No. 138
         a   b   c   d   e    f   g     h    i    j   k    l   m    n   o   p   q   r    s    t   u   v   w    x    y   z
   A     1   1       1      1   1   1   1    1   1    1   1*   1    1   1   1   1   1    1        1   1
   B         8       10 1   4   3   2   4    2   1    1   2    1    4   1   1   1   4    1   2    2   1   2    1    1   1
   C     3   2       1 3    1   1   1   1    1   1    5   1    1    2   1       1   1    1   1    1   1   1
   D     1   1       1 2*                                                                1                     1        1
   E         1                                                      1                        1
   F
   G
   H
        NON-STANDARD DISTRIBUTION: see paragraph 4
                                    Contents                  Index
COMDTNOTE 11101


  b.   2.A. through 2.B. incorporates Determination 21 realignment roles and responsibilities.

  c.   FIGURE 2-1 shows post-streamlining Housing Program organization and 2.B.3.d. establishes
       Integrated Support Commands as Area Housing Authorities.

  d.   3.C.7 mandates use of established Rent-Set-Aside Programs and 7.D.2.f. prohibits leased housing
       in areas with established Rent-Set-Aside Programs.

  e.   3.D.4. and Enclosure (7) updates HUD discrimination information.

  f.   3.E.2. and Enclosure (8) updates Homeowners Assistance Program (HAP) information.

  g.   4.C.6.b. updates housing support and divestiture information.

  h.   4.E. discusses FY-96 Housing Authorities.

  i.   TABLE 4-1 updated to show both family and unaccompanied berthing needs for all cutter classes.

  j.   5.A. mandates use of HMIS database.

  k.   5.C.6. clarifies housing occupancy and maintenance records information.

  l.   5.E. updates housing funding and accounting information.

  m. 5.E.4.f. strengthens utilities conservation information.

  n.   5.E.6. and Enclosure (16) updated to reflect new housing fire inspection procedures.

  o.   5.E.7. incorporates ALDIST 219/98 carbon monoxide detector policy.

  p.   5.G. and Enclosure (2) establishes Housing Interservice Support Agreement policy and guidance.

  q.   6.C. establishes Commandant (G-WPM-4) as the approving authority when designating and
       redesignating housing units.

  r.   6.D.1.a.(6) includes Work-Life office input when assigning housing to members enrolled in the
       Coast Guard Special Needs Program.

  s.   6.D.2.c.(4) clarifies UPH berthing policy for separated members.

  t.   6.D.5.d. identifies Area Housing Authorities (AHA) to determine monthly rent charges for
       civilians occupying housing. This article also requires AHA approval for Government contracts
       guaranteeing housing to civilian employees.

  u.   6.D.8.a.(3) establishes six months as the predicted waiting list time limit before authorizing
       leased housing.

  v.   6.E.1. requires statement acknowledging receipt of Tenant Occupancy Instructions from all
       housing tenants.6.G. updated and ALDIST 227/96 policy of holding members responsible for

                                                     2
                                 Contents                    Index
                                                                                 COMDTNOTE 11101


      necessary cleaning upon occupancy termination was incorporated. Enclosure (3) provides
      detailed housing damage procedures.

w. TABLE 6-3 updated to curb cost and size of 5-bedroom leased units.

x.    Various Chapter 7 articles were updated to reflect current leased housing policies published in
      ALDIST 025/98 and ALCOAST 076/98, and Leased Housing Procedural Guide, COMDTPUB
      P11101.14, procedures.

y.    7.B.2. establishes leased housing eligibility for unaccompanied members assigned ashore and
      afloat.

z.    7.B.5. provides leased housing policy for members assigned overseas.

aa. Various Chapter 8 articles and TABLEs were updated to reflect current policy of providing
    Government furnishings in UPH facilities only.

bb. 8.B.8. updated to require approved fireplaces and wood-burning stoves to be annually inspected.

cc. 8.C.3. updated to reflect current minimum acceptable standards for housing equipment.

dd. 8.D.5. updated to require LHAs and UPH managers to annually inventory general purpose
    property valued at $2,500 or more.

ee. 8.F.3. clarifies funding for movement of household goods when the Government directs the move
    and DLA entitlement policy.

ff. 8.H.2. provides funding policy for telephone and cable TV disconnect and reconnect fees.

gg. Various Chapter 9 articles updated to reflect BAH entitlement changes for E-6 members assigned
    afloat and ashore (ALDIST 166/96), and for E-5 members assigned afloat (ALDIST 271/96).

hh. 9.A.2.s. and y. clarifies definition of separated members and voluntary geographic bachelors.

ii.   9.A.2.u. clarifies definition of transient quarters.

jj.   9.A.3. provides UPH funding information and guidance.

kk. 9.A.4. and 9.D.5. clarifies permanent party UPH construction policy.

ll.   9.B.2. clarifies UPH diversion guidance.

mm. 9.B.4. mandates full use of HMIS database to manage and track UPH program activities.




                                                     3
                                    Contents                 Index
COMDTNOTE 11101


   nn. 9.C.2. and TABLE 9-1 provides berthing policy for unaccompanied members assigned afloat.

   oo. 9.C.3. updates and clarifies UPH assignment priorities.

   pp. 9.C.8.e. clarifies UPH berthing policy for voluntary geographic bachelors.

   qq. TABLE 9-2 combines old TABLEs 9-1 and 9-2 to standardize UPH adequacy standards,
       regardless of when constructed.

   rr. Other enclosures not mentioned were either updated or eliminated.

   ss. Appendix A - Acronym/Abbreviations added.

   tt.   Appendix B - Glossary added.

5. FORMS/REPORTS. See enclosure (1).




                                                    4
                                            Contents                            Index

                                               TABLE OF CONTENTS



1.   INTRODUCTION
     A. General……………………………………………………………………….. 1-1
     B. The Housing Program………………………………………………………… 1-2
     C. Total Housing Allowance (THA)……………………………………………... 1-4

2.   ORGANIZATION AND STAFFING
     A. Headquarters Level............................................................................................. 2-1
     B. Field Unit Level.................................................................................................. 2-3
     C. Housing Program Staffing .................................................................................. 2-11

3.   HOUSING ADMINISTRATION
     A. Administration.................................................................................................... 3-1
     B. Reporting Aboard ............................................................................................... 3-3
     C. Housing Referral................................................................................................. 3-4
     D. Fair Housing ....................................................................................................... 3-6
     E. Mortgage Relief.................................................................................................. 3-7

4.   PLANNING, PROGRAMMING, AND ACQUISITION
     A. General................................................................................................................ 4-1
     B. Community Support ........................................................................................... 4-5
     C. Acquisition, Construction, and Improvements (AC&I) .....................................4-7
     D. Other Housing Acquisition Sources ................................................................... 4-19
     E.  FY-96 Housing Authorities ................................................................................4-19


5.   HOUSING MANAGEMENT
     A. Housing Management Information System (HMIS)........................................... 5-1
     B. The Housing Officer........................................................................................... 5-1
     C. Occupancy Management..................................................................................... 5-1
     D. Inspections .......................................................................................................... 5-5
     E. Management Procedures..................................................................................... 5-7
     F. Diverting Housing .............................................................................................. 5-15
     G. Housing Interservice Support Agreement (ISSA) .............................................. 5-17


6.   HOUSING OCCUPANCY
     A. General………………………............................................................................ 6-1
     B. Housing Adequacy….......................................................................................... 6-4
     C. Designation of Quarters......................................................................................6-6
     D. Assigning Quarters………. ................................................................................6-7
     E. Occupancy ..........................................................................................................6-16
     F. Terminating Public Quarters and Rental Housing Assignment.......................... 6-18
     G. Liability for Damage or Loss……......................................................................6-22


                                                                       i
                                                 Contents                            Index

7.   THE LEASED HOUSING PROGRAM
     A. General ............................................................................................................... 7-1
     B. Eligibility............................................................................................................ 7-3
     C. Exemptions......................................................................................................... 7-5
     D. Program Management ........................................................................................7-6
     E.  Funding Procedures ............................................................................................7-11

8.   FURNISHINGS AND EQUIPMENT
     A. General ............................................................................................................... 8-1
     B. Providing Furnishings and Equipment ............................................................... 8-2
     C. Procurement of Furnishings and Equipment ...................................................... 8-3
     D. Inventory Management....................................................................................... 8-6
     E.  Maintenance and Repair..................................................................................... 8-7
     F. Shipping and Storage of Household Furnishings and Equipment...................... 8-9
     G. Installing Occupant-Owned Equipment ............................................................. 8-9
     H. Telephone, Television, and Computer Wiring and Maintenance....................... 8-11

9.   UNACCOMPANIED PERSONNEL HOUSING....................................................
     A. General ............................................................................................................... 9-1
     B. UPH Program Administration ............................................................................ 9-6
     C. Assignment and Occupancy ............................................................................... 9-9
     D. UPH Planning and Programming ....................................................................... 9-14
     E. UPH Service Charges ......................................................................................... 9-16




                                                                       ii
                             Contents                  Index


                                        ENCLOSURES

(1)    Required Housing Program Reports/Forms Availability
(2)    Coast Guard Housing Interservice Support Agreement (ISSA) Procedures
       Support Agreement (DD-1144)
(3)    Recouping Funds for Damages
(4)    Detailed Sales/Rental Listing (DA-5546)
(5)    Quarters Condition Inspection Report (AF-227)
(6)    Off-Base Housing Application (CG-4894)
(7)    Housing Discrimination Complaint (HUD-903)
(8)    Application for Homeowners Assistance (DD-1607)
(9)    Housing Requirement Analysis
(10)   Extract from OMB Circular A-11, Part 1 – Preparation and Submission of Budget
       Estimates
(11)   Outline for Generic Scope of Services – Housing Market Study Elements
(12)   AC&I Shore Construction Strategic Calendar (draft)
(13)   Problem Statement (PS) (draft)
(14)   Guidance for Planning Proposals involving Housing Acquisition
(15)   OMB Circular A-45 (Revised) - Rental and Construction of Government Quarters
(16)   Fire Protection Systems Evaluation (CG-5436)
(17)   Application for Assignment to Military Housing (CG-5267)
(18)   Status of Housing Availability (DD-1747)
(19)   United States Coast Guard Residential Lease (CG-5571)
       United States Coast Guard Residential Lease
       General Provisions (CG-5571A)
(20)   Furnishings Custody and Condition Report (AF-228)
(21)   UPH Furnishings and Equipment Funding Request (CG-5427)




                                                 iii
                                         Contents                              Index


TABLES                                                                                                                            PAGE

2-1   Area Housing Authority Staffing. ................................................................................2-12
2-2   Housing Maintenance Coordinator Staffing ................................................................2-12
2-3   Housing Officer and Clerical Staffing for Local Housing Authority...........................2-13
2-4   Operation and Maintenance Billets..............................................................................2-13
2-5   UPH Management Billets ............................................................................................2-14
4-1   Cutter Housing Planning Factors .................................................................................4-21
5-1   Standards for Utilization of Family Housing...............................................................5-19
6-1   Military and Civilian Schedule of Equivalent
      Pay Grades ...................................................................................................................6-29
6-2   Assignment of Family Housing to Military Personnel.................................................6-30
6-3   Minimum Bedroom Requirements ..............................................................................6-31
6-4   Eligibility Date for Assignment of Overseas Family Housing.....................................6-32
6-5   Rules for Termination of Family Housing Occupancy ................................................6-33
8-1   Allowances for Family Household Equipment ............................................................8-14
8-2   Household Equipment Sizes ........................................................................................8-15
8-3   Equipment Repair and Replacement Criteria...............................................................8-16
8-4   Minimum Standard Allowances for Furnishings and Equipment (UPH) ....................8-17
9-1   Ashore Berthing for Unaccompanied E2-E4 Members Assigned Afloat ....................9-18
9-2   Minimum Standards of Adequacy for Unaccompanied Personnel Housing................9-19



FIGURES                                                                                                                           PAGE

2-1   Housing Program Organization .....................................................................................2-6

APPENDIXES                                                                                                                        PAGE

A     Acronym/Abbreviation List .......................................................................................... A-1
B     Glossary......................................................................................................................... B-1




                                                                  iv
                         Contents            Index



CHAPTER 1.   INTRODUCTION

SECTION A.   GENERAL
        1.   Purpose………………………………………………………………… 1-1
        2.   Background........................…………………………………………… 1-1
        3.   Program Policy....................……………………………………………. 1-1
        4.   Access to Housing..................………………………………………….. 1-2
        5.   Economy..........................………………………………………………. 1-2

SECTION B.   THE HOUSING PROGRAM
        1.   Basis............…………………………………………………………….. 1-2
        2.   Policy...................………………………………………………………. 1-2
        3.   Program Administration..............………………………………………. 1-2
        4.   Housing Facilities’ Adequacy..............………………………………… 1-2
             a. Size.........................………………………………………………… 1-2
             b. Commuting Distance............………………..………………………. 1-3
             c. Quality......................…………………………………………….….. 1-3
             d. Environment....................…………………………………………… 1-3
             e. Affordability.......…………………………………………..………… 1-3.
        5.   Planning Trends...................……………………………………………. 1-3
             a. Family Housing.................…………………………………………. 1-3
             b. Unaccompanied Personnel Housing (UPH)....……………….…….. 1-3
        6.   Program Plans....................…………………………………………….. 1-3
        7.   Housing Management Leadership...........………………………………. 1-3
        8.   Suggestions......................……………………………………………… 1-4
        9.   Housing Glossary……………………………………………………… 1-4
             a. Area Housing Authority (AHA).......…………….………………….. 1-4
             b. Area Housing Officer (AHO).......………………………………..…. 1-4
             c. Local Housing Authority (LHA)......………………………………... 1-4
             d. Local Housing Officer (LHO)....……………………………………. 1-4
             e. Housing Representative (HR).........………………………………… 1-4
       10.   Replacement Housing Policy........…………………………………...…. 1-4

SECTION C.   TOTAL HOUSING ALLOWANCE (THA)
        1.   General..........................………………………………………….….   1-5
             a. Basic Allowance for Housing (BAH).....…………………………….. 1-5
             b. Military Housing Area (MHA)......……………………………………1-5
             c. BAH and MHA Appeal ......………………………………………….. 1-5




                                      1-i
Contents   Index
                                     Contents                  Index



CHAPTER 1. INTRODUCTION

A.   General.

     1.   Purpose. This Manual provides instructions and information on managing family and
          unaccompanied personnel housing facilities and programs under the U.S. Coast Guard’s
          jurisdiction.

     2.   Background. Today, Armed Forces personnel are accustomed to living conditions considerably
          better than past service personnel. In addition, the Uniformed Services are more sensitive to
          married and unaccompanied members’ needs. The nature of military service causes periodic
          changes in duty stations, often prevents home purchase, and reduces the advantages of normal
          community life. Dissatisfaction with living conditions heavily influences most reenlistment
          decisions. When inadequate housing influences the loss of trained personnel, the resulting
          reduction in operational effectiveness and the costs associated with recruiting and retention are
          severe. The Coast Guard must promote living conditions that will encourage members to
          continue their Coast Guard career. Members should be able to reside with their dependents in
          adequate housing whenever assigned to non-isolated, accessible duty stations.

     3.   Program Policy.

          a. The main objective of the Coast Guard housing program is to adequately house all Coast
             Guard members and their dependents within a reasonable commuting time of their duty
             stations.

          b. The Coast Guard acquires and maintains adequate, suitable housing because the dwellings
             and environments in which its members reside greatly affect their welfare, morale,
             performance, and career interests. The Coast Guard believes proper acquisition
             programming; fair, uniformly applied assignment procedures; and maximum use of all
             housing assets are as important to executing the Coast Guard’s missions, purposes, and
             programs as improving and upgrading working conditions, training, and equipment.

          c. Within practical limitations housing and related facilities provided through Coast Guard
             efforts should be equivalent to the types, sizes, and quality of housing available to people
             employed in typical civilian communities. Housing space, livability, design, and quality
             standards are intended to reflect differences in occupants’ pay status, responsibilities, and
             different family sizes and composition.

          d. Homeporting impacts must be considered. Any Coast Guard plan, plan change, or planned
             action which results in the establishment or transfer of an operating unit or which generates
             a new or changed homeport must include timely consideration of housing and other family
             support needs. Sufficient time should be allowed in fixing commissioning dates to
             accommodate housing acquisition if required. Plans should also address Administrative
             and O&M resource support. Commandant (G-WPM) should be advised at the earliest date
             for optimal coordination of planning efforts.

          e. Maintaining and Supporting Special Command, Flag, and Command Quarters,
             COMDTINST 11103.1A, contains program policy on such.


                                                 1-1
                                Contents                 Index



     4.   Access to Housing.

          a. The Coast Guard recognizes no group or individuals inherent right to Government housing.
             The Coast Guard is concerned solely with its own members and their dependents’ housing
             matters without accepting any implied responsibility for other persons who might be
             housed.

          b. The Coast Guard firmly adheres to the policy of equal treatment for all members and
             families without regard to sex, race, color, religion, age, handicap, or national origin.
             Restrictive limitations considered for private housing because of operational conditions
             shall be the same for unaccompanied and accompanied members.
     5.   Economy. It is Coast Guard policy in providing and administering housing to:
          a. Spend the least government funds consistent with lifecycle costs.
          c. Assume minimum obligations and liabilities.
          c. Maximize the possibility of recovering investment.
B.   The Housing Program.
     1.   Basis. Congress authorizes government-owned housing acquisition in annual budget
          appropriations. The Coast Guard bases its housing program on this statutory authority:
          a. Title 14 of the United States Code, Part 475 (14 USC 475): to lease suitable quarters in the
             United States and overseas for military members.
          b. 10 USC 2571, as amended: Authority to transfer real property from the Department of
             Defense to the Coast Guard on a non-compensatory basis.
          c. 40 USC 483: Authority to transfer real property from agencies pursuant to General Services
             Administration regulations.
     2.   Policy. Wherever possible, the Service prefers to distribute its controlled housing units
          throughout the community rather then establish Coast Guard enclaves. The current Coast
          Guard program provides a balanced solution to Coast Guard members’ and dependents’
          housing needs consistent with housing acquisition priorities in Section 4.A.1.

     3.   Program Administration. The Coast Guard has established a complete service-wide
          organization overseen by Commandant (G-WPM-4) to administer its housing programs. Area
          Housing Authorities coordinate all program aspects and respond to all personnel’s housing
          needs.

     4.   Housing Facilities’ Adequacy. The following standards of adequacy constitute satisfactory
          housing. See Sections 6.B.2. and 9.A.2.a. for specific guidance.

          a. Size. The number of bedrooms and net floor area per dwelling considering the children’s
             number, age, and sex and the member's pay grade.



                                                1-2
                                Contents                  Index



      b. Commuting Distance. OMB Circular No. A-11 prescribes a reasonable commuting
         distance as a distance requiring travel time of not more than two hours per round trip by
         automobile or public transportation.

      c. Quality. Housing units must have private baths and kitchens, be well constructed and in
         good repair, and be functionally adequate, e.g., kitchens and bedrooms accessible without
         passing through other bedrooms. Units must provide electricity, heating, sanitary facilities,
         sewage disposal, and a continuous safe drinking water supply. Units should be free of all
         known safety hazards.

      d. Environment. Units must be located in residential neighborhoods as free as possible of
         offensive industrial noises and fumes and other objectionable features such as criminal
         activity, vandalism, and unsafe conditions. Community facilities such as fire and police
         protection, stores, and educational and religious institutions also should be nearby.

      e. Affordability. The cost of shelter, including rent or mortgage payments, and all utilities
         except telephone and cable, considering income based on regular military compensation
         and housing allowances.

5.    Planning Trends.

      a. Family Housing. To adequately house most Coast Guard Families in the community is the
         Coast Guard Long-range Housing Program goal. With recent improvements to the Basic
         Allowance for Housing (BAH), the Program anticipates even more Coast Guard members
         and their families will be able to obtain adequate community-based housing. This will
         relieve the Coast Guard of the burden of operating and maintaining a large owned housing
         inventory or providing other government-controlled housing alternatives. Changing
         economic conditions dictate the continual reevaluation of the Service housing plans.

      b. Unaccompanied Personnel Housing (UPH). Every area of housing support addresses UPH
         needs. Refer to Chapter 9 for specific guidance. General guidance for planning and
         programming of UPH is identical to guidance for family housing.

6. Program Plans. For Coast Guard short, mid, and long-range planning, community-based housing
   is the Coast Guard’s primary method to adequately house accompanied and unaccompanied
   Coast Guard members and their families. Consider acquiring leased or owned housing only if
   local communities can not provide adequate housing within a member’s total housing allowance.

7. Housing Management Leadership. Housing facilities constitute significant portions of Coast
   Guard real property. How well these facilities and programs are managed has an immediate,
   major influence on Coast Guard members’ and their families’ morale, health, efficiency, and
   career incentives. Therefore, it is important for housing program managers at all levels to exhibit
   imaginative, motivating leadership. Apart from maintaining the physical property, the challenge
   in administering a military housing complex is to develop all families’ interest and participation
   in promoting orderliness, economy, and a high standard of property care. This can be a
   meaningful source of pride to members and make government-owned communities more
   pleasant.



                                            1-3
                            Contents                  Index



8. Suggestions. Submit suggestions to improve or increase housing facilities’ and programs’
   effectiveness to Commandant (G-WPM-4) via appropriate channels.

9. Housing Organizational Glossary. Use the glossary below in all related correspondence and
   instructions.

    a. Area Housing Authority (AHA). Integrated Support Command (ISC) and Headquarters unit
       commanding officers responsible for administering their command housing program. Where
       ISC and Headquarters units are collocated, Commandant (G-WP) may designate one
       command as Area Housing Authority to provide and coordinate housing support for all area
       personnel regardless of parent unit.

    b. Area Housing Officer (AHO). The person on an ISC or Headquarters unit staff assigned to
       perform housing administration duties outlined in Chapter 3. Responsibilities include
       providing guidance to and assisting housing officers within their area of jurisdiction.

    c. Local Housing Authority (LHA). The field unit commander who manages the local housing
       program. In accordance with Chapter 2, the Area Housing Authority designates the LHA and
       determines their jurisdictional area.

    d. Local Housing Officer (LHO). A person who administers the command’s housing program.
       Among other duties, the LHO provides housing referral services and supervises Coast Guard-
       owned and -leased housing in the unit's inventory.

    e. Housing Representative (HR). A command’s authorized military or civilian position to
       support housing activities. District staffs, maintenance and logistics commands, major
       Headquarters units, and large field installations generally will establish such billets or
       positions in the administration division. The Housing Representative coordinates the
       Housing Program in their assigned area of responsibility under the direction of the
       commanding officer of the unit to which assigned.

10. Replacement Housing Policy. The Secretary of Transportation observes the policy that DOT's
    Federal construction projects will not displace any person until adequate replacement housing
    has been provided. These three specific points are required to accomplish this policy:

    a. Specific written assurances that adequate replacement housing will be available or provided
       (built if necessary) will be required before the initial approval or endorsement of any project;

    b. Construction will be authorized only upon verification that replacement housing is in place
       and has been made available to all affected persons; and

    c. All replacement housing must be fair housing, open to all persons regardless of race, color,
       religion, sex, or national origin.




                                             1-4
                                     Contents                Index



C. Basic Allowance for Housing, Total Housing Allowance and Military Housing Areas.

     1.   General. By law, a military member's Total Housing Allowance (THA) consists of Basic
          Allowance for Housing (BAH) and an expense intended to equal 20 percent of the National
          Median Housing Cost (NMHC). NMHC is the median of all rental housing cost data collected
          nation-wide by DoD for each pay grade. Separate NMHCs are determined for each pay grade at
          with-dependents and without-dependents rates.

          a. Basic Allowance for Housing. The Department of Defense (DoD) has statutory authority to
             set Basic Allowance for Housing (BAH) rates for the Uniformed Services. The DoD
             Compensation Directorate performs this function; the Per Diem, Travel, and Transportation
             and Allowance Committee (PDTATAC) in consultation with representatives from all
             Uniformed Services provides policy guidance. The BAH Program is a fully market-based
             housing allowance delivery system whose rates are set annually by law in conjunction with
             military basic pay increases. The BAH rate schedule reflects independent, market-based
             housing costs for comparable rental housing.

          b. Military Housing Area (MHA). The basic geographical areas considered for BAH program
             purposes are MHAs. A private contractor obtains rental housing market price data used to
             establish local rates by pay grade. MHAs encompass an area within 20 miles or one hour's
             drive; whichever is greater, of a member's permanent duty station. County Cost Groups
             (CCG) are locations pooled together with other similar areas that do not have a military
             population or a small population.

          c. BAH and MHA Appeal Procedures. The U.S. Coast Guard Pay Manual, COMDTINST
             M7220.29 (series), Chapter 3, contains Coast Guard BAH policy. Address appeals to
             established BAH rates or MHA designation areas to Commandant (G-WPM-2).




                                                1-5
Contents   Index
                           Contents               Index



CHAPTER 2    ORGANIZATION AND STAFFING

SECTION A.   HEADQUARTERS LEVEL
        1.   Introduction..................……………………………………………...….               2-1
        2.   Policy.........................................………………………………………..   2-1
        3.   Commandant (G-C).......................……………………………………..            2-1
        4.   Director, Personnel Management Directorate....………………………..          2-1
        5.   Program Directors..............................…………………………………..     2-2
        6.   Housing Management Council (HMC)…………………………………                      2-2
        7.   Director, Engineering Directorate............………………………………          2-2
        8.   Finance Center................................…………………………………….      2-3
SECTION B.   FIELD UNIT LEVEL
        1.   Introduction..................……………………………………………...…. 2-3
             a. Maintenance & Logistics Commands (MLCs)…………………….. 2-4
             b. Integrated Support Commands (ISCs)…………………………….. 2-4
             c. Other Major Commands (Area, Headquarters and/or District Units. 2-5
             d. District Commanders (o) and (m)…………………………………. 2-6
             e. Facilities Design and Construction Centers (FD&CC)
                  And Civil Engineering Units (CEU)………………………………. 2-6
             f. MLC Commander (f) or (s)……………………………………….. 2-6
        2.   Housing Program organization......…………………………………… 2-6
        3.   Control Over Housing Organization.....………………………………… 2-7
        4.   Area Housing Authorities.....................………………………………… 2-8
        5.   Engineering Support……………………………………………………. 2-9
        6.   Local Housing Authority............……………………………………….. 2-10
        7.   Local Housing Officer.....................……………………………………. 2-11
SECTION C.   HOUSING PROGRAM STAFFING
        1.   Staffing................................…………………………………………….. 2-11
             a. Area Housing Authorities ..........………………………………....…. 2-11
             b. Local Housing Authorities......……..…………………....………….. 2-11
        2.   Housing Representatives.................………………………………..…… 2-11
        3.   Operation and Maintenance Staff…...………………………….......…... 2-11
        4.   UPH Management.........................………………………………....…... 2-11

FIGURE 2-1   HOUSING PROGRAM ORGANIZATION……………………..….. 2-6

TABLE 2-1    AREA HOUSING AUTHORITY STAFFING……………………… 2-12

TABLE 2-2    HOUSING MAINTENANCE COORDINATOR STAFFING……... 2-12

TABLE 2-3    HOUSING OFFICER AND CLERICAL STAFFING FOR
             LOCAL HOUSING AUTHORITY..……………………………….... 2-13

TABLE 2-4    OPERATION AND MAINTENANCE STAFF…………………...… 2-13

TABLE 2-5    UPH MANAGEMENT BILLETS…………………………….......…. 2-14

                                            2-i
Contents   Index
                                 Contents                 Index



CHAPTER 2. ORGANIZATION AND STAFFING

A.   Headquarters Level.

     1. Introduction. This Chapter provides general information on the organization, responsibilities,
        and staffing for administering the Coast Guard Housing Program. Headquarters and
        Maintenance and Logistics Commands (MLCs) divide organization and program
        responsibilities. Guidance is also furnished regarding staffing and management levels, and
        standards for housing facilities.

     2. Policy. Operate every housing facility owned or controlled by the Coast Guard under the
        direction of an Area or Local Housing Authority.

     3. Commandant (G-C). The Commandant is responsible for the operation of the Coast Guard
        Housing Program.

     4. Director, Personnel Management Directorate. Commandant (G-WP) is responsible for the
        development and administration of the Coast Guard Housing Program. Commandant (G-WPM)
        is the housing policy manager, responsible for developing housing policy and for administering
        program management functions such as leased, owned and ISSA housing. See Chapter 3.
        Specific areas of responsibility include:

         a. Developing policy and procedure to provide guidance, direction, and coordination within
            the Coast Guard for leasing, acquisition, management, assignment, utilization, operation,
            routine maintenance, and disposition of family and unaccompanied personnel housing and
            associated real and personal property; coordinating with the MLCs in developing such
            policy and procedures;

         b. Contacting agencies, including the Department of Housing and Urban Development (HUD)
            with respect to FHA programs; the Army Corps of Engineers for the Homeowners
            Assistance Program authorities, and private interests regarding housing and its
            management;

         c. Reviewing and approving housing requirements and requests for housing acquisition
            submitted by other program or support directors and by field commands. Establishing need
            and priority for development of housing projects. Establishing housing divestiture or other
            disposal priority for Commandant (G-S) housing disposal actions. Evaluating the ability of
            the civilian community to provide adequate housing;

         d. Sponsoring all Coast Guard legislation and budget requests for housing operating expenses;

         e. Establishing policy for the assignment and use of housing facilities available to the Coast
            Guard;

         f. Providing guidance, support, and compliance requirements to MLCs and Area Housing
            Authorities to ensure an effective, comprehensive housing referral program;

         g. Establishing and maintaining a long-range housing program, including the types of housing

                                                  2-1
                               Contents                 Index



        resources in Section 4.A.1;

    h. Establishing policy on government furnishings and equipment for quarters owned by the
       Coast Guard. Policy on procurement of furnishings and equipment for Special Command,
       Flag, and Command Quarters is found in Maintaining and Supporting Command, Flag and
       Special Command Quarters, COMDTINST 11103.1A;

    i. Allocating leases and ISSAs between MLCs and among Area Housing Authorities and
       establishing average cost limitations and administrative cost ceilings;

    j. Providing instruction and training to MLCs and Area Housing Authorities, and assisting in
       training Local Housing Authorities in the administration of the Coast Guard Housing
       Program;

    k. Reviewing and overseeing housing management databases; ensuring consistency in
       Housing Program execution between the two MLCs, working through MLC (p); and

    l. Overseeing and serving as Team Leader in partnership with Commandant (G-SE) to manage
       the planning and implementation of Coast Guard Housing Authority development projects
       executed in accordance with 14 U.S.C. 680-689. Prioritizing potential Housing Authority
       projects for Commandant (G-SE) and the MLCs.

5. Program Directors. HQ Directors of CG Programs advise Commandant (G-WP) of housing
   requirements including those needs based solely on operational necessity and housing associated
   with Shore Facilities Plan implementation.

6. Housing Management Council (HMC). The Housing Management Council established in 1993,
   is a forum to discuss and resolve multi-jurisdictional Housing Program issues. Commandant
   (G-WP) and commandant (G-S) are original members; Commandant (G-WK) became a member
   in 1996. Commandant (G-WP) chairs semi-annual HMC meetings, which focus on major
   policy issues, the status of program processes and intended program direction. HMC minutes
   are forwarded to Commandant (G-CCS). Quarterly and monthly meetings are held on an as-
   needed basis at the Office Chief level to discuss and resolve current housing issues.

7. Director, Engineering Directorate. Commandant (G-SE) is the housing infrastructure manager,
   responsible for the acquisition, disposal/divestiture and major maintenance of Coast Guard
   housing. Commandant (G-SEC) shall prescribe design, construction, and major maintenance
   standards for Coast Guard housing. Refer to the Civil Engineering Manual, COMDTINST
   M11000.11 (series). Major maintenance is defined as the preservation and repair required to
   maintain housing facilities in such condition that they may be fully utilized for their intended
   purpose. Specific areas of engineering responsibility include:

    a. Establishing policy to guide delivery of housing acquisition, Housing Authority
       development project actions, disposal/divestiture and major maintenance. Establishing
       design, maintenance, and construction standards for housing construction using standards of
       DoD, Office of Management and Budget, and Department of Housing and Urban
       Development, as appropriate;


                                             2-2
                                Contents                  Index



         b. Reviewing, evaluating, and recommending Commandant action for planning documents
            such as Master Plans, Planning Proposals, and Project Proposal Reports;

         c. Reviewing, evaluating, and endorsing (AC&I) Design Development Submittals and (OE)
            Project Development Submittals of projects to determine whether they conform with the
            approved Project Proposal Reports scope, cost, funding (AC&I or OE), and relevant
            requirements described in the Civil Engineering Manual, COMDTINST M11000.11
            (series).

         d. Preparing cost estimates for budget and/or RCP purposes for proposed housing projects.
            Reviewing and revising cost estimates for Project Proposal Reports to conform with revised
            and recommended project requirements. Distributing AFC-43 funds to MLCs to execute
            depot level maintenance and repair of CG-owned housing;

         e. Reviewing Site Evaluation Reports, Housing Authority development projects, acquisition
            or lease easements, property/bounds descriptions, utilities, access, site-development
            problems, etc., and to ensure compliance with requirements described in the Real Property
            Management, COMDTINST M11011.9 (series);

         f. Reviewing and monitoring the progress of real property acquisitions relative to the purchase
            and construction of housing projects to ensure that they conform with the Real Property
            Management, COMDTINST M11011.9 (series);

         g. Liaison with other agencies, authorities, and private interests concerning design,
            construction, and maintenance of housing; and

         h. Establishing and maintaining accountability records for real and personal property
            supporting the administration and operation of housing and housing leases; and

         i. Reviewing housing environmental remediation and abatement actions and energy
            conservation activities managed by the MLCs with appropriate input from MLC (k).

     8. Finance Center (FINCEN). The Finance Center has responsibility for establishing and
        maintaining accounts for collection of cost data covering family housing operations and
        preparing reports covering rent collection, utility and management expense, and other
        management information summarized from cost account data.

B.   Field Unit Level.

     1. Introduction. Field level management of the Housing Program was realigned effective FY00
        from the Districts and most Headquarters Units to the Maintenance and Logistics Commands.
        The purpose was to establish efficient, uniformly successful field housing management and
        maintenance based on the capabilities of the MLCs and their support network, including the
        ISCs. In addition to considering proper housing alignment, realignment sought improved
        housing services delivery, consolidation of smaller AHAs where possible, better distribution of
        housing maintenance funds and development of new business tools to facilitate better service
        delivery. ISC housing management, based on previous Area Housing Authority (AHA)
        designation, was validated and retained as the linchpin of the new field organization. The most

                                                  2-3
                           Contents                  Index



critical changes acknowledged the benefits of not realigning local housing staff while greatly
enhancing housing maintenance by allocating specific maintenance managers for improved
oversight and by redirecting housing O&M funds through the MLCs.

a.   Maintenance and Logistics Commands (MLCs) (p). MLCs are responsible for managing
     housing resources in the field. The MLC's housing responsibilities shall include:

     (1)   Managing field housing programs, staff, budgets, costs and planning for Coast Guard
           owned or lease controlled housing and housing ISSAs; ensuring compliance with
           Housing Program policy and directives; ensuring field compliance with Housing
           Program policy and directives; ensuring uniform housing management and
           maintenance; recommending housing relevelling actions to Commandant (G-WP);

     (2)   Perform waiver authority for damage claims;

     (3)   Coordinating and reviewing housing AFC -30 and 43 budgets; developing and
           overseeing execution of spend plans for housing O&M (AFC-30, 30E and 43);
           leased housing and housing ISSAs;

     (4)   Coordinating housing management training; providing guidance to Area Housing
           Officers;

     (5)   Managing the housing AC&I program; executing Housing Authority development
           projects;

     (6)   Developing and implementing procedures to deliver housing acquisition, major
           maintenance and repair and disposal/divestiture; coordinating and executing AFC-43
           housing maintenance and repair;

     (7)   Overseeing field management of leased housing; managing oversight and execution
           of housing ISSAs per guidance of the Real Property Management, COMDTINST
           M11011.9 (series).

     (8)   Informing ISCs, as necessary, of forthcoming homeportings, unit changes and other
           initiatives impacting housing; and

     (9)   Insure LHOs take appropriate action regarding environment risk assessments,
           including disclosure notification for affected housing units. Submission of SSMRs
           as necessary and validation of Housing condition Notification (HCN) and Priority of
           Projects (POP) boards reports.

b.   Integrated Support Commands (ISCs). ISCs function as the Area Housing Authority.
     ISCs shall supervise the Housing Program, including assignment and use of housing units.
     Supervision also extends to recommendations for leasing or housing acquisition within the
     ISC area of responsibility whenever it is deemed appropriate through study and survey
     results, personnel hardship, and by inspections of available community housing assets.
     ISCs coordinate efforts of LHAs to use DOD housing when it is available through
     Memoranda of Understanding (MOU) and Inter-Service Support Agreements (ISSA). As

                                          2-4
                      Contents                 Index



  support managers for housing, the ISCs provide budget planning for utilities, routine
  maintenance of grounds and structures, etc., when funded from AFC-30. Other Housing
  Program management responsibilities shall include:

  (1)   Reporting cost overruns immediately to MLC (p) together with an outline of action
        being taken or planned to return the program to the authorized level;

  (2)   Coordinating the relocation program;

  (3)   Administering housing support contracts;

  (4)   Submitting housing reports to MLC (p) in accordance with this Manual;

  (5)   Entering and maintaining HMIS inventory and occupancy data for owned, leased,
        ISSA and UPH housing.

  (6)   Establishing lease allocations, average cost limitations, and administrative cost
        ceilings for each leasing location at whatever level is necessary without exceeding
        the mandatory limitations specified by Commandant (G-WPM-4);

  (7)   Preparing and submitting to Commandant (G-WPM-4) via MLC (p) requests for
        adjustments to lease allocations and/or average cost limitations; and for exemptions
        to any leased housing program policy;

  (8)   Requesting individual exemptions to leased housing policy from MLC (p). Forward
        a copy of the exemption to Commandant (G-WPM-4);

  (9)   Providing instruction and training to Local Area Housing Authorities, with MLC
        assistance, in the administration of the Coast Guard Housing Program;

  (10) Planning, executing, and maintaining a viable housing referral program;

  (11) Identifying, justifying, and sponsoring all personnel required for the administration,
       operation, and management of housing programs and projects;

  (12) Preparing and submitting Site Evaluation Reports; and.

  (13) Establishing and maintaining Housing Support Agreements with Local Housing
       Authorities.

c. Other Major Commands (Area, Headquarters and/or District Units). District commanders
   and commanders, Training Centers Cape May and Petaluma, are responsible for managing
   and maintaining such housing resources as may be located within their AORs, with
   funding and overall management guidance from the MLCs and ISCs. Area Housing
   Authority designation remains with Training Centers Cape May and Petaluma. Inform
   ISCs of all actual or prospective homeportings, unit changes, and other initiatives
   impacting on housing. The use of Housing Support Agreements (HSAs) to define and
   justify the delivery of housing services in a businesslike way is required for all parties.

                                       2-5
                                 Contents                 Index



       Contact your MLC to obtain a model HSA.

    d. District Commanders (o) and (m). District Commander (o) and (m) identify operationally
       required housing and pertinent operational attributes, such as response time(s), response
       access routes, watchstander, and other staffing requirements.

    e. Facilities Design and Construction Centers (FD&CCs) / Civil Engineering Units (CEUs).
       FD&CCs and CEUs under MLC (s), shall provide for design, construction and
       maintenance of housing. The CEUs are tasked with contracting, negotiation, and contract
       administration services in support of such activities as construction, maintenance, or direct
       purchase of housing.

    f. MLC Commander (f) or (s). MLC (f) or (s) provides contracting, procurement,
       accountability for real property and provides support in the operation of housing,
       including the collection and verification of cost data covering family housing operations.

2. Housing Program Organization. The following chart shows the relationship of the housing
   management organization except for housing assigned to a Headquarters command:

                                          FIGURE 2-1
                                  Housing Program Organization




                                             COMDT
                                            (G-WPM-4)


             MLC (p)                                                 District Staff




         Commanding Officer                Housing Support          Commanding Officer,
          Integrated Support               Agreement (HSA)            Unit with Owned
              Command                     Between Commands                Housing
        Area Housing Authority                                         Local Housing
                (AHA)                                                 Authority (LHA)


         Area Housing Officer               As authorized by        Local Housing Officer
               (AHO)                         the above HSA                 (LHO)


       Local Housing Officer
              (LHO)




                                              2-6
                               Contents                  Index



3.        Control Over Housing Areas.

     a.     The principle of geographic unity should apply to housing management services just as it
            applies to delivery of other support services. Integrated Support Commands (Area
            Housing Authorities) will normally control and be entirely responsible for oversight of all
            housing functions located within their geographic boundaries. Exceptions to this rule are
            limited solely to housing controlled by Training Centers Cape May and Petaluma.

     b.The major purpose of defining housing management oversight responsibilities is to identify
         customer advocates for Housing Programs, Coast Guard-wide, and to promote efficiency,
         economy, and consistency in housing management practices. A secondary purpose is to
         focus regional service delivery to the maximum extent possible on established boundaries.

4.        Area Housing Authorities (AHA). AHAs designated by Commandant (G-WP) shall manage
          and be responsible for all family and unaccompanied housing within their geographic
          boundaries, including HQ, Area and MLC Commands, except housing managed by another
          AHA. Commands distant from the ISC/AHA shall place reliance as much as possible on
          housing services provided by AHAs that are closer to those commands. Use a Memorandum
          of Understanding (MOU) or Housing Support Agreement (HSA) in these cases, and in other
          situations of overlapping responsibility, to formalize AHA cooperation in providing support
          in the commuting area or in larger areas where necessary. AHAs and their oversight
          responsibilities are listed below:

          a. Commanding Officer, ISC Boston: all units within First District geographic boundaries
             including the Coast Guard Academy;

          b. Commanding Officer, ISC St. Louis: all units within Eighth District geographic
             boundaries as may be mutually agreed on;

          c. Commanding Officer, ISC Portsmouth: all units within Fifth District geographic
             boundaries including RESTRACEN Yorktown but excluding TRACEN Cape May and
             the Headquarters Support Command;

          d. Commanding Officer, TRACEN Cape May: all tenant commands and such Fifth District
             units as may be mutually agreed upon;

          e. Commanding Officer, Coast Guard Headquarters Support Command: all tenant
             commands and such Fifth District commands as may be mutually agreed upon;

          f. Commanding Officer, ISC Miami: all units within Seventh District geographic
             boundaries;

          g. Commanding Officer, ISC New Orleans: all units within Eighth District geographic
             boundaries;

          h. Commanding Officer, ISC Cleveland: all units within Ninth District geographic
             boundaries;


                                                 2-7
                              Contents                  Index



     i. Commanding Officer, ISC San Pedro: all units within Eleventh District geographic
        boundaries south of Monterey, CA;

     j. Commanding Officer, ISC Alameda: all units within Eleventh District geographic
        boundaries excepting TRACEN Petaluma north of and including Monterey, CA;

     k. Commanding Officer, TRACEN Petaluma: all tenant commands within the boundaries of
        the TRACEN and those areas mutually agreed upon with ISC Alameda;

     l. Commanding Officer, ISC Seattle: all units within Thirteenth District geographic
        boundaries;

     m. Commanding Officer, ISC Honolulu: all units within Fourteenth District geographic
        boundaries;

     n. Commanding Officer, ISC Ketchikan: all units within Seventeenth District geographic
        boundaries excluding ISC Kodiak;

     o. Commanding Officer, ISC Kodiak: all tenant commands and such Seventeenth District
        commands as may be mutually agreed upon.

5.   Engineering Support. The MLC Commanders are assigned responsibility for the following
     support to the Housing Program:

     a. Assisting in the preparation of Project Proposal Reports for proposed housing projects;

     b. Initiating and supervising design development and preparation of construction contract
        documents;

     c. Performing contract administration functions, including inspection of projects under
        construction;

     d. Determining the physical adequacy of housing units;

     e. Developing and/or reviewing scope and cost estimates of proposed housing construction,
        and for repair, renovation, and rehabilitation of existing housing units;

     f. Recommending annual AFC-30/AFC-43 budgets for major projects involving housing;

     g. Furnishing technical advice to the contracting officer in the selection of qualified
        architect/ engineering firms with respect to site planning and the development of
        construction plans and specifications;

     h. Assisting in the development of purchase requests for procurement and replacement of
        nonstandard government-furnished equipment and providing technical assistance to the
        contracting officer;

     i. Developing general standards for operation and maintenance of buildings and grounds,
        including fire protection;

                                             2-8
                           Contents                  Index



     j. Assisting in the operation and maintenance of utilities and evaluating the most economical
        use of utility service, including solar energy applications, in accordance with developed
        standards;

     k. Providing technical assistance to those supervising personnel assigned to housing
        operation and maintenance functions, including the care of government furnishings and
        equipment;

     l. Initiating and supervising maintenance, repair, and alteration of housing by either Coast
        Guard personnel or by contracts for major rehabilitation projects;

     m. Periodic inspection of housing for structural maintenance, rehabilitation, livability,
        occupant maintenance, and overall dwelling unit adequacy;

     n. Reviewing "self help" projects proposed by housing occupants; and

     o. Coordinating planning proposals and other documents related to housing and providing
        guidance on these requirements to all appropriate components. In addition, MLC
        supervises, and coordinates procedures related to the acquisition, disposal, and divestiture
        of housing, including Housing Authority development projects.

6.   Local Housing Authority. The commanding officer of a station or other shore unit (see
     Section 9.C.1) is responsible for the management, operation, and maintenance of all housing
     under the jurisdiction defined by the AHA. A principal responsibility is the unit's submittal to
     the cognizant area housing authority of recommendations on housing requirements essential
     to the accomplishment of the activity's mission. Specific responsibilities of the local housing
     authority include:

     a.    Recommendations concerning housing construction, leasing, or other acquisition;

     b.    Management of housing in accordance with the policies, directives, and instructions
           established by competent authority;

     c.    Supervising and directing the use, operation, and maintenance of housing;

     d.    Budgeting of housing operation and maintenance funds;

     e.    Occupancy of quarters, assigning personnel if necessary to maintain annual occupancy
           rates at or above 98 percent for owned family, all leased housing, and UPH permanent
           party, and 65 percent for UPH transients;

     f.    Collecting rents for adequate and inadequate housing;

     g.    Operating an effective and comprehensive housing referral service;

     h.    Identifying and initiating action to acquire the use of available DoD housing through
           MOUs and ISSAs; and.



                                             2-9
                             Contents                  Index



     i.   Leased housing:

          (1)   Ensuring no government housing is available before negotiating to acquire leased
                housing. All lease requests shall state, "No government-owned housing is
                available."

          (2)   Inputting housing data in the Housing Management Information System (HMIS)
                database.

          (3)   Responsible for locating all quarters to be leased; and

          (4)   Preparing and submitting to the responsible Area Housing Authority requests for
                exemptions to any leased housing program policy.

7.   Local Housing Officer. The Local Housing Officer is directly responsible to the Local
     Housing Authority for on-site management of the leased housing program and any owned
     housing sites, including the surrounding grounds and common facilities of family and
     unaccompanied housing. Responsibility may include a majority of the following functions:

     a.   Administration of all housing, including maintenance of accounts and records,
          development and execution of rules and regulations, and recommending action for
          improvements in administrative policies;

     b.   Overseeing and assisting in the development and justification of annual family and
          unaccompanied housing budgets, other requests for funds, preparation of reports, and
          administration of allocated housing funds;

     c.   Liaison via the responsible ISC with the MLC Commander to provide for major
          maintenance and repair of housing facilities and to evaluate maintenance costs;

     d.   Liaison with the ISC safety and health manager to provide for safety and health
          information and testing, as well as for safety or health hazard abatement procedures;

     e.   Establishing habitability and appearance guidelines for housing management personnel
          to use in their periodic inspections of quarters, buildings, grounds, and streets. These
          guidelines should also address the removal and replacement of equipment or furniture,
          and the compilation of data to disclose physical deficiencies or structural improvements
          to be included in annual budget requests for housing project maintenance, repair,
          improvement, and operation. The MLC Commander is responsible for generating
          technical requirements and defining the scope of such projects;

     f.   Control and arrangements for repair, storage, and distribution of equipment and
          furnishings and the programming of funds for their replacement. Ensuring that the
          condition of all housing equipment and furnishings is compatible with habitability
          standards for the intended quarters;

     g.   Control of self-help projects. Occupants are to have the housing officer's written
          approval before performing housing maintenance;

                                           2-10
                                 Contents                 Index



           h.    Developing and implementing policy to create and maintain harmonious tenant/
                 community relations; and

           i.    Supervising and training housing project personnel.

C. Housing Program Staffing. Use the following guidelines to determine staffing requirements for
   housing staffing:

    1.     Staffing.

           a.    Area Housing Authorities (AHAs). AHAs are designated by Commandant (G-WP) per
                 Section 2.B.4.d. Designated family resources will be provided to support Area Housing
                 Officers at ISCs, TRACENs and major Headquarters units, as shown in TABLE 2-2.

           b.    Local Housing Authorities (LHAs). LHAs should be established to the greatest extent
                 possible at units such as Groups, Air Stations, ISCs, or Marine Safety Offices, as
                 determined by the Area Housing authority. Staffing will be as shown in TABLE 2-3.

    2.     Housing Representatives. Housing Representatives will be established, normally on a
           collateral basis, at all commands subordinate to or serviced by the Local Housing Authority.

    3.     Operation and Maintenance Staff. Program personnel in accordance with TABLE 2-4 for the
           operation or maintenance of owned housing.

    4.     UPH Management. Commands with less than 30 UPH modules are normally staffed on a
           collateral basis. Staffing of UPH facilities for more than 30 modules is given in TABLE 2-4.
.




                                                 2-11
                                              Contents                        Index



                                                         TABLE 2-1

                                       AREA HOUSING AUTHORITY STAFFING



                   OFFICER                     ENLISTED          CIVILIAN                        NUMBER OF UNITS

BILLET/                                                                               0-250    251-      451-        676-   901-
                      OBC           Grade           Rate         SCHD        Ser
Position                                                                                       450       675         900    1200
Area Housing
Officer            17281A        PERS4                                                1          1        1           1      1
Housing Repre-                                    SK/YN1
Sentative                                                                                        1        1           1      2
Housing Repre-                                   SK/YN2/3
Sentative                                                                                                 1           2      2
Housing Repre-
Sentative                                           YN2                               1          1        1           1      1
Total Staffing
                                                                                      2          3        4           5      6

 Note:      (1) Number of units reflects owned and leased housing units.
            (2) Equivalent civilian positions may be used instead of military billets.




                                                            TABLE 2-2

                                 HOUSING MAINTENANCE COORDINATOR STAFFING

 UNIT                     BCN/PCN             OPFAC            GRADE               TITLE

 MLC LANT (p)                 6000062         32-75130           CWO MAT           Housing Program Coordinator
 MLCPAC (p)                   1301732         33-75160           CWO MAT           Housing Program Coordinator
 ISC BOSTON                    100612         32-47000           CWO MAT           Housing Maintenance Coordinator
 ISC PORTSMOUTH               5999922         32-47100           CWO MAT           Housing Maintenance Coordinator
 ISC MIAMI                    321173P         32-46900             DCC             Housing Maintenance Coordinator
 ISC NEW ORLEANS               845023         32-47710             DC1             Housing Maintenance Coordinator
 ISC CLEVELAND                6002693         32-46800             DCC             Housing Maintenance Coordinator
 ISC SEATTLE                  M003542         33-47200             DCC             Housing Maintenance Coordinator
 ISC KETCHIKAN                1726103         33-47700             DCC             Housing Maintenance Coordinator




                                                                2-12
                                          Contents                          Index




                                                              TABLE 2-3

                HOUSING OFFICER AND CLERICAL STAFFING FOR LOCAL HOUSING AUTHORITY



   Number of Units                      CWO            CPO             PO1          YN2     YN3           Total

                   0-50                    -              -             -               -     -            0

                  51-150                   -              1             -               -     1            2

                 151-300                   -              1             1            1        -            3

                 301-450                   1              -             2            1        1            5

                 451-600                   1              -             3            1        2            7

Note:      (1) Number of units reflects owned and leased housing units.
           (2) Equivalent civilian positions may be used instead of military billets.


                                                              TABLE 2-4

                                       OPERATION AND MAINTENANCE BILLETS


     Number of                                                  MK/DC/EM
       Units
                           E9     E8       E7        E6         E5          E4      E3/E2         Total
         0-10                                                                                       0
         11-20                                                  1                                   1
         21-40                                                  1                       1           2
         41-60                                        1                     1           1           3
         61-80                                        1         1           1           1           4
        81-100                                        1         1           2           1           5
        101-120                                       1         1           2           2           6
        121-140                                       1         1           2           3           7
        141-160                                       1         2           2           3           8
        161-180                                1                2           3           3           9
        181-200                                1                3           3           3           10

Notes:
1.     Contract personnel under AFC-30 funding are preferred.
2.     Staffing for housing projects of more than 200 units will be determined on an individual basis.
3.     Civilian (Wage Grade) positions may be used instead of an equal number of comparable military billets.
4.     The standards above assume that specialized maintenance services are available under contract or purchase order.


                                                                2-13
                                           Contents                       Index




                                                        TABLE 2-5

                                              UPH MANAGEMENT BILLETS

     Number of                                              MK/DC/EM
      Modules
                       E9       E8       E7       E6       E5        E4        E3/E2              Total
       30-50                                                1                     1                 2
       51-100                                      1                 1            2                 4
      101-150                             1                          1            3                 5
      151-200                             1                 1                     4                 6
      201-300                             1                 1        1            5                 8
      301-400                    1                 1                 2            6                 10
      401-500           1                          1                 3            7                 12

Notes:
1.     For commands requiring 24-hour front desk support, an additional three non-rate billets may be warranted.
2.     Non-rated personnel excluded where full contract housekeeping services provided.




                                                            2-14
                           Contents              Index


CHAPTER 3    HOUSING ADMINISTRATION

SECTION A.   ADMINISTRATION
        1.   Background...........................…………………………………………… 3-1
        2.   Objective............................……………………………………..….…… 3-1
        3.   Organization...................................…………………………………….. 3-2
        4.   Staffing...................................………………………………..………… 3-2
        5.   Areas Lacking Housing Representatives..........………………..……….. 3-2
        6.   Community Liaison..............................………………………..……….. 3-2
        7.   Complaints.....................................…………………………………….. 3-2
        8.   Standards of Conduct...........................………………………………… 3-2

SECTION B.   REPORTING ABOARD
        1.   Reporting Requirements.........................……………………………….. 3-3
        2.   Assistance.....................................……………………………………… 3-3
        3.   Housing Lists................................……………………………………… 3-3
        4.   Freedom of Choice..............................………………………………… 3-3
        5.   Security Deposits..............................…………………………………… 3-3

SECTION C.   HOUSING REFERRAL
        1.   Purpose........................................……………………………………… 3-4
        2.   Establishment and Operation....................…………………………….. 3-4
        3.   Noncompetitive Services........................……………………………… 3-5
        4.   Charges and Commissions........................…………………………….. 3-5
        5.   Volunteer Services.............................………………………………….. 3-5
        6.   Inspections....................................……………………………………… 3-5.
        7.   Housing Assistance Programs....................…………………………….. 3-5
             a. Rent-Set-Aside Program.....................……………………………… 3-5
             b. Veterans Administration (VA) Home Loans....…………………….. 3-5
             c. Coast Guard Mutual Assistance............…………………………….. 3-5

SECTION D.   FAIR HOUSING
        1.   Policy......................................………………………………………….. 3-6
        2.   Housing Discrimination.......................………………………………… 3-6
        3.   Fair Housing Complaints.................…………………………………… 3-6
        4.   Local Housing Authority Action.................…………………………… 3-6

SECTION E.   MORTGAGE RELIEF
        1.   VA and FHA Insured Mortgages.................…………………………… 3-7
        2.   Homeowners’ Assistance Program...............…………………………… 3-7
             a. Discussion...............................………………………………………. 3-7
             b. Authority...............................………………………………………... 3-7
             c. Procedures...............................………………………………………. 3-7




                                           3-i
Contents   Index
                                Contents                  Index



CHAPTER 3. HOUSING ADMINISTRATION


A.   Administration.

     1.   Background. The Housing Administration’s mission is to provide a complete housing program.
          Housing program managers and representatives shall coordinate all program aspects and
          respond to all members’ housing needs. All command levels must recognize Coast Guard
          owned, leased, or controlled housing can satisfy only a portion of Coast Guard members’ total
          family housing requirements. Privately owned community housing is the primary source of
          family housing; however, a specific effort is required to assist members, usually totally
          unfamiliar with a new community, in locating prospective sellers or renters. Housing services
          are intended to assist during the house-hunting and/or negotiating phase: the most critical,
          unnerving portion of a transfer. Members often find they use their savings for motels and
          meals. Permissive travel for relocation familiarization is intended to facilitate a member’s
          successful, quick integration into a new community. Survey results reveal a significant
          percentage of our personnel are inadequately housed simply because they lack sufficient time
          and funds for house hunting. Consequently, members have rented inadequate housing or
          purchased housing excessively priced, in poor structural condition, lacking utilities, lacking a
          sufficient number of bedrooms, or located too far from the duty station. Many members
          acknowledge adequate housing was available near their duty station, but they were unable to
          locate it in the time available to them. A program that places members in adequate community
          housing rather than relying on AC&I construction is extremely helpful. If each housing
          manager assists only 40 families in obtaining adequate community housing, the long-range
          AC&I budget would decrease by millions.

     2.   Objective. The primary objective is managing all aspects of the housing program at all
          command levels, including but not limited to the following services:

          a. Managing, using, and assigning Coast Guard-owned housing;

          b. Administering a leased housing program;

          c. Locating reasonably priced transient accommodations, including military facilities, members
             can use during the house-hunting period;

          d. Liaison with local DoD housing officers on common housing problems and mutual benefits;

          e. Coast Guard members’ use of available DoD quarters;

          f. Acquiring excess DoD quarters through transfer to Coast Guard control;

          g. Recommend new housing acquisition within the geographic area of responsibility;

          h. Performing and reporting community support studies in conjunction with new construction
             or acquisition recommendations;

          i. Administering, monitoring, and controlling all housing surveys held in the area of


                                                  3-1
                                 Contents                   Index



          responsibility in accordance with applicable instructions;

     j. Liaison with local area housing officers, including individual real estate brokers, real estate
        boards, VA, FHA, and similar bodies;

     k. Inspecting housing offered for listing to ensure adequacy;

     l. Using existing Rent-Set-Aside programs and establishing new ones, if necessary, as
        opportunities arise; and

     m. Assisting with any other housing issues that may arise.

3.   Organization. The housing officer and representatives function under the control and guidance
     of the commanding officer of the unit to which assigned.

4.   Staffing. Housing officer and support personnel billets or positions are established at
     Maintenance and Logistics Commands, Integrated Support Commands, Headquarters Support
     Command (HSC) and selected Headquarters units. See Section 2.C. and TABLEs 2-1, 2-2, 2-3,
     2-4, and 2-5

5.   Areas Lacking Housing Representatives. In areas without housing representation, remote
     moorings, or small stations, the commanding officer or Officer-in-Charge provides housing
     services for unit members.

6.   Community Liaison. Close community contact and liaison are required. Housing officers
     should maintain continuous liaison with local community offices, officers, and organizations
     having an interest in community housing and make every effort to publicize the need for Coast
     Guard family housing in the community on the basis of availability.

7.   Complaints. To maintain the integrity of the housing program, housing officers must
     immediately investigate complaints about Coast Guard members’ off-base housing problems or
     from owners and managers of listed housing facilities. Whenever possible the Local Housing
     Officer shall resolve complaints. That officer should obtain full, complete, preferably written,
     information from each party concerned and impartially evaluate circumstances. When handling
     fair housing complaints, follow Section 3.D.3.

8.   Standards of Conduct.

     a.   All personnel assigned to the Housing Program are cautioned to refrain from any business
          association or financial interest others might interpret as partiality or conflict of interest.

     b.   All personnel connected with housing office activities are cautioned to avoid any action,
          even if not specifically prohibited, that might result in or create the appearance of:

           (1) Using the housing office for private gain;

           (2) Preferentially treating any person, realty company, or other organization supplying
               listings or other services;


                                                3-2
                                 Contents                  Index



                (3) Making a government decision outside official channels; and

                (4) Adversely affecting public confidence in the government’s integrity.

          c.    All Housing Program personnel are expected to perform their duties without prejudice and
                conduct themselves without regard to race, color, religion, national origin, sex, or marital
                status. This is especially important as housing requirements necessitate continuing liaison
                with commercial housing managers, HUD, chambers of commerce, real estate boards,
                builders' associations, mayors and other elected officials, and other business leaders and
                community organizations.

B.Reporting Aboard
                .

    1.    Reporting Requirements. Before they depart from their old unit, advise all transferring
          personnel they must have a release from mandatory assignment to government quarters issued
          by their new unit’s Local Housing Authority for their geographical area before members may
          rent, lease, or purchase community housing.

    2.    Assistance. Offer to assist each member clearing through the housing office to locate off-base
          housing; the member need not accept such assistance.

    3.    Housing Lists.

          a. Housing officers shall maintain liaison with DoD Housing Referral Officers to ensure the
             Coast Guard’s listings of houses and/or apartments against which sanctions have been
             imposed are up to date.

          b. Housing officers shall maintain a current listing of rental housing units and trailer facilities
             within one hour’s commuting distance of the duty station. The owner, agent, or manager
             must state in writing all units or facilities are available on an equal opportunity basis to
             Coast Guard members without regard to race, creed, color, age, handicap, or national origin.
             Periodically follow up to ensure equal opportunity policies remains effective.

    4.    Freedom of Choice. Each member retains freedom of choice in selecting private
          accommodations, unless competent authority has imposed restrictive sanctions against housing
          properties or the member is required to occupy government quarters. In this connection, make
          every effort to avoid hardship to the member and/or family.

    5.    Security Deposits.

          a. Area Housing authorities may negotiate with local utility companies to waive the security
             deposits frequently required of new subscribers. While some commands have successfully
             negotiated no-cost waivers, utility companies usually require a written agreement
             guaranteeing a funding source, e.g., credit union or MWR morale fund, to ensure waived
             amounts before they will waive a security deposit. If the member becomes delinquent
             during the effective deposit period, the funding source pays the amount of the deposit to the
             utility company. Housing officers obtain the member’s reimbursement by using a previous
             conditional agreement for the member to pay the subsidizing fund the deposit amount.


                                                    3-3
                                      Contents                 Index



           b. The U.S. Coast Guard Pay Manual, COMDTINST M7220.29 (series), Paragraph 9.D.2.f.,
              and Joint Federal Travel Regulations, Volume 1, Paragraph U8014, authorize paying the
              Basic Allowance for Housing (BAH) in advance for security deposits, advance rent, and/or
              initial expenses incident to occupying private housing.

           c. Coast Guard Mutual Assistance loans money to service members to cover, or partially cover,
              the costs of the security deposits required to obtain housing and utility services. Utility
              services include electricity, gas, water, sewage, and telephone. TV/Cable costs not included.
              See Paragraph 3.C.7.c.

C.   Housing Referral.

     1.    Purpose. A referral service brings members desiring private housing and prospective landlords
           together as quickly and efficiently as possible. An effective referral service saves the service
           member money by reducing out-of-pocket expenses during the house-hunting period and
           benefits the Coast Guard by reducing potential AC&I expenditures by relying on community
           support.

     2.    Establishment and Operation. Each housing office shall establish and maintain a referral service
           with these elements:

           a. Aggressively solicit sales and rental listings within their areas of responsibility. Housing
              Officers may accept listings from any source, including realtors, provided the listed dwelling
              unit meets adequacy standards and is available on an equal opportunity basis to all Coast
              Guard members. See Section 3.D. for equal opportunity policy.

           b. Periodically verify the availability of houses offered for rent or sale and confirm apartment
               rental policies and rates to ensure accuracy of listings.

           c. Establish procedures to follow up to ensure each member ordered to the area obtains
              satisfactory housing.

           d. Establish separate rental and sales property files. The Detailed Sales/Rental Listing, DA
               Form 5546-R, has been developed to provide routine information about dwellings for
               members engaged in house hunting. See Enclosure (4).

           e. Ask the property owner, manager, or listing agent to inform the Housing Office once the
               unit is no longer available for rent or sale.

           f. Inspect accommodations such as shares, sublets, transient quarters, furnished or unfurnished
               rooms, and trailer court facilities for suitability just as other rental units.

           g. Assist applicants in locating, mapping, and marking the listings chosen and by telephone
              shall inform applicants of additional listings that may become available. Enclosure (5), the
              Quarters Condition Inspection Report, may be given to the member to help in assessing the
              condition of housing units under consideration.

           h. All incoming members not assigned to public quarters and desiring assistance should


                                                    3-4
                                  Contents                  Index



               complete the Off-Base Housing Application, CG-4894. See Enclosure (6).

           i. Advise each applicant to report any form of discrimination or other complaint about any
              housing facility to the housing office. Investigate complaints immediately. See Section
              3.A.7 and Section 3.D.

           j. Request members to advise the housing office when they find satisfactory housing. If a
              member does not contact the housing office within a week, follow up to determine his or
              her housing status.

     3.    Noncompetitive Services. A locator and referral program is not designed to compete with or
           replace civilian real estate offices. Housing officers shall not intrude on normal business
           relations between members and real estate brokers and rental or sales agents.

     4.    Charges and Commissions. Coast Guard housing officers may not levy fees or other charges for
           housing listings or referrals or accept commissions from referrals or sales.

     5.    Volunteer Services. Housing officers may accept assistance in operating a referral or listing
           program from volunteers from such sources as spouses' clubs and community service
           volunteers.

     6.    Inspections. Rental property inspections protect the Coast Guard family moving into the
           community. Inspect a property to determine its suitability based on habitability and
           environmental conditions, including health and safety considerations. If housing is unsuitable
           for Coast Guard families’ occupancy, housing officers shall not list the property.

     7.    Housing Assistance Programs.

           a. Rent-Set-Aside Program. Continually research opportunities to use Rent-Set-Aside
              programs. Rent-Set-Aside provides adequate, affordable community housing near military
              installations, waiver of income requirement to qualify for an apartment, waiver of credit
              check, waiver of deposit and rental rates structure related to BAH. Rent is timely and
              consistently received by allotment to the landlord from the member.

           b. Veterans Administration (VA) Home Loans. No-money-down home loans are available for
              purchasing homes. VA loans limit the closing costs the purchaser is required to pay. Refer
              personnel to the local VA office.

           c. Coast Guard Mutual Assistance. Coast Guard Mutual Assistance has two housing assistance
              programs available for active duty Coast Guard personnel. The Unit Mutual assistance rep
              or Commandant (G-ZMA) can provide specific information

                 (1) Loans up to $5,000 to assist in defraying personal home purchase closing costs; and

                 (2) Loans up to $2,500 to assist with personal rental security and utility deposits.

D.   Fair Housing.



                                                    3-5
                                Contents                   Index



1.   Policy. In assigning, referring, and managing housing, housing commands shall ensure all
     personnel experience equitable treatment and opportunity without regard to race, color, religion,
     national origin, sex, or marital status.

2.   Housing Discrimination. The 1968 Fair Housing Law, as amended by the Housing and
     Community Development Act of 1974, sets a national policy of providing fair housing
     throughout the United States. This law makes discrimination based on race, color, religion, sex,
     or national origin illegal in selling or renting most housing, extending to all real estate services,
     including advertising, multiple listing services, brokers' organizations, commercial lenders, or
     other services involved in buying or renting housing.

3.   Fair Housing Complaints. The decision to report a housing discrimination incident rests entirely
     on the member. The Coast Guard will assist the member to report a housing discrimination
     complaint to the Department of Housing and Urban Development (HUD). Members should
     make complaints about discrimination in purchasing or renting housing to the Local Housing
     Officer (LHO) as soon as possible after the incident occurs so the LHO in turn may document
     and report the incident to the Department. Members have one year after an alleged violation to
     file a complaint with HUD.

4.   Local Housing Authority Action. On receiving a complaint from a Coast Guard member, the
     Local Housing Officer will take these actions:

     a. Brief the member about their rights under the Fair Housing Law. The pamphlet "Fair
        Housing: It's Your Right" (HUD-1260-FHEO (2)) contains necessary information for the
        member. This pamphlet, which includes a complaint form, is available free of charge from:
        Office of Fair Housing and Equal Opportunity, Department of Housing and Urban
        Development, Room 5204, 451 Seventh St. SW, Washington, DC 20410-2000.

     b. If the member believes they have a legitimate complaint and desires to report it to HUD, the
        LHO shall assist the member to file a complaint, using one of several methods:

         (1)    Electronically submit a Housing Discrimination Information Form (HUD 903.1) from
                HUD's Internet homepage (www.hudclips.org).

         (2)    Call HUD at 1-800-669-9777.

         (3)    Complete a Housing Discrimination Complaint Form, HUD-903. Deliver it to the
                nearest local HUD office or mail it to: Office of Fair Housing and Equal Opportunity,
                Department of Housing and Urban Development, Room 5204, 451 Seventh St. SW,
                Washington, DC 20410-2000. See Enclosure (7).

         (4)    Write a letter and mail it to the nearest HUD Regional Office; see Enclosure 7 for
                addresses. The letter must include this information:

                (a)    Name and address;

                (b)    Name and address of the alleged offender;



                                               3-6
                                  Contents                 Index



                     (c)     Address of the house or apartment considered for rental or purchase;

                     (d)     Date when incident occurred; and

                     (e)     Short description of what happened.

           c. The Local Housing Authority (LHA) shall submit a copy of the complaint and subsequent
              correspondence to the appropriate Area Housing Officer.

           d. The Area Housing Authority will maintain a file containing all housing discrimination
              complaints. This will serve to provide necessary information to document a pattern or
              practice of resisting the Fair Housing Law and serve as the point for obtaining data on
              housing discrimination incidents for each district.

           e. Local and Area Housing Authorities will inform the Civil Rights Officer (CRO) at their
              respective levels of housing discrimination incidents.

E.   Mortgage Relief.

     1.    VA and FHA Insured Mortgages. Under authority of Title 12, United States Code, Part 1735g
           (12 USC 1735g), military members and government civilian workers can receive mortgage
           relief assistance from the Federal Government to avoid mortgage default if a base or Federal
           installation closure causes financial hardship. This assistance is primarily for the military
           member or civilian employee who has been transferred due to the base closure and has difficulty
           selling his or her previous residence within reasonable expectations. Relief assistance consists
           of deferred mortgage payments for up to 2 years but does not relieve the applicant's obligation
           to pay. This relief assistance applies only to VA and FHA insured mortgages.

     2.    Homeowners Assistance Program.

           a. Discussion. The Homeowners Assistance Program (HAP) provides financial assistance to
              eligible homeowners serving or employed at or near military installations ordered closed,
              partially closed, realigned, or to reduce the scope of operations, resulting in loss of home
              marketability and/or value. The program extends the same benefits, previously available
              only to DoD employees, to Coast Guard and other Federal personnel affected by Coast
              Guard base closure, reorganization, or other actions occurring after 1 January 1987.
              However, the program does not cover all installation closures or reductions. Enclosure (8)
              provides detailed information on benefits.

           b. Authority. The 1988 Coast Guard Authorization Act, PL 100-448, includes Coast Guard
              personnel in HAP. The Department of the Army established policies and procedures to
              administer, manage, and execute this program. The Office of the Chief of Engineers, U.S.
              Army Corps of Engineers controls and acts as the Coast Guard's agent in this program.

           c. Procedures. Installations closed or reduced in operating scope because of budgetary or A-76
              actions may also qualify for coverage. Interested personnel should carefully review the
              eligibility criteria listed in Enclosure (8).



                                                    3-7
                            Contents                Index



d. Apply for program benefits by contacting the appropriate U.S. Army Corps of Engineers
   Homeowners Assistance Program (HAP) Centers shown below or at these worldwide toll-
   free telephone numbers:

     1-800-861-8144 or 1-800-355-6374

  U.S. Army Engineer District,    U.S. Army Engineer              U.S. Army Engineer
  Savannah                        District, Fort Worth            District, Sacramento
  P.O. Box 889                    P.O. Box 17300                  1325 J Street
  Savannah, GA 31402-0889         Ft. Worth, TX                   Sacramento, CA
                                  76102-0300                      95814-2922
  Commercial Telephone
  Numbers:                        Commercial Telephone            Commercial Telephone
   1-912-652-6042                 Number: 1-817-978-4047          Number: 1-912-652-5042
   1-912-652-5042
                                  Internet:                       Internet:
  Internet:                       www.swf.usace.army.mil/links/   www.spk.usace.army.mil/cespk-
  www.sas.usace.army.mil.         hap/text/                       re/hap/hapmain.html
                                  hapmain.htm

     (1) The person seeking assistance under this program must submit DD Form 1607 and
         complete form Sections I, II, III, including the evidence of home ownership and
         occupancy. A recorded copy of the deed constitutes evidence of ownership.
         Evidence of the applicant’s occupancy includes receipted utility bills, official
         correspondence, or government forms showing the officially recognized residence
         address.

     (2) Coast Guard military and civilian personnel, including NAF employees, if eligible,
         will follow the responsible HAP Center’s instructions in submitting the application
         with appropriate supporting evidence.

     (3) Once the responsible HAP Center receives the application, they will approve the
         application, entitling the applicant to receive benefits under the program as described
         in Enclosure (8), or will reject the application because the applicant is ineligible for
         benefits. Application rejections may be appealed as specified in 32 CFR Subpart E.
         The Certificate of Eligibility (COE) is the sole determiner of eligibility for benefits.
         The Coast Guard is not a part of the decision-making process at any point on
         eligibility for benefits. Direct eligibility inquiries to the responsible HAP Center
         having jurisdiction.




                                        3-8
                         Contents           Index



CHAPTER 4    PLANNING, PROGRAMMING, AND ACQUISITION


SECTION A.   GENERAL
        1.   Policy…………………………………………………………………… 4-1
             a. Community Resources…………………………………………….. 4-1
             b. DOD and Other Federal Housing………………………………….. 4-1
             c. Leased Housing…………………………………………………….. 4-1
             d. Coast Guard-Owned Resources…………………………………… 4-1
        2.   Family Housing Requirements…………………………………………. 4-2
             a. Coordination of Data………………………………………………. 4-2
             b. Eligible Personnel…………………………………………………. 4-2
             c. Ineligible Personnel……………………………………………….. 4-3
             d. Acquisition Requirements…………………………………………. 4-3
        3.   Unit Relocation Planning………………………………………………. 4-4
        4.   Unit Relocation Coordinator…………………………………………… 4-4
        5.   Unit Relocation Plan……………………………………………………. 4-4
        6.   Funding………………………………………………………………… 4-5

SECTION B.   COMMUNITY SUPPORT
        1.   Policy…………………………………………………………………… 4-5
        2.   Planning Guidelines……………………………………………………. 4-5
             a. Community Support Resources…………………………………… 4-5
             b. Coast Guard Resources……………………………………………. 4-5
             c. Planning Factors…………………………………………………… 4-5
        3.   Educational Needs……………………………………………………… 4-6
        4.   Commercial Facilities………………………………………………….. 4-6
        5.   Recreational Facilities…………………………………………………. 4-6
             a. Community Resources…………………………………………….. 4-6
             b. Coast Guard Resources……………………………………………. 4-6
        6.   Reimbursing Local Governments………………………………………. 4-7

SECTION C.   ACQUISITION, CONSTRUCTION, AND IMPROVEMENTS (AC&I)
        1.   Programming Policy …………………………………………………… 4-7
             a. Short-range………………………………………………………… 4-7
             b. Mid-range …………………………………………………………. 4-7
             c. Long-range ………………………………………………………... 4-7
             d. Terminal Need…………………………………………………….. 4-7
             e. Uncertain Duration ………………………………………………... 4-8
        2.   Limitations……………………………………………………………… 4-8
        3.   Program Components………………………………………………….. 4-8
             a. Improvements and Enhancements………………………………… 4-8
             b. Improving Inadequate Housing……………………………………. 4-8
             c. Rehabilitation……………………………………………………… 4-8
             d. New Construction and Purchase…………………………………... 4-8
             e. Government-Owned Trailers and Mobile Homes…………………. 4-9



                                      4-i
                             Contents              Index



             f. Leased Housing Program…………………………………………. 4-9
        4.   Programming Flow……………………………………………………... 4-9
             a. Planning Data……………………………………………………… 4-9
             b. Programming Documentation…………………………………….. 4-9
             c. Housing Surveys…………………………………………………… 4-9
             d. Housing Market Studies…………………………………………… 4-9
        5.   Documentation Requirements…………………………………………. 4-12
             a. Problem Statement…………………………………………………. 4-12
             b. Planning Justification……………………………………………… 4-12
             c. Environmental Documentation……………………………………. 4-14
             d. Real Property Documentation……………………………………… 4-14
             e. Land Assembly……………………………………………………. 4-14
             f. AC&I Project Proposal Reports (AC&I PPR, CG-2618)…………. 4-15
             g. Request for Direct Purchase of Undeveloped Real Property……… 4-15
             h. Design Development Submittal (DDS)……………………………. 4-15
        6.   Continued Housing Surveillance………………………………………. 4-15
             a. New Housing Acquisition………………………………………… 4-15
             b. Existing Housing………………………………………………….. 4-15
        7.   Housing Inventory……………………………………………………… 4-16
             a. Inventory Management……………………………………………. 4-16
             b. Housing Photographs……………………………………………… 4-16
             c. Guest or Transient Housing……………………………………….. 4-16
             d. Design Classifications…………………………………………….. 4-16
             e. Financial Arrangement Classification……………………..………. 4-18
             f. Permanence Degree Classifications……………………………….. 4-18
SECTION D.   OTHER HOUSING ACQUISITION SOURCES
        1.   Department of Defense Housing………………………………………. 4-19
        2.   Deactivated Housing…………………………………………………… 4-19
        3.   Community Housing Resources……………………………………….. 4-19

SECTION E.   FY-96 HOSUING AUTHORITIES
        1.   Background……………………………………………………………. 4-19
        2.   Goal …………………………………………………………………. 4-19
        3.   Potential Project Development…………………………………………. 4-19

TABLE 4-1    Cutter Housing Planning Factors……………………………………… 4-20




                                          4-ii
                                 Contents                  Index




CHAPTER 4. PLANNING, PROGRAMMING, AND ACQUISITION

A.   General.

     1.   Policy. Every effort shall be made to provide adequate housing and a favorable community
          environment for Coast Guard personnel near their duty stations. Distributing members in
          private housing located throughout the community is preferable to establishing Coast Guard
          enclaves, whether constructed or otherwise acquired. All reasonable private and public
          means, according to a member's housing eligibility and these acquisition priorities shall be
          used:

          a.    Community Resources.

                (1)   Private Rental. Despite rising costs, private rental units in the community are the
                      primary source of family housing. Housing officers will use adequate rental
                      resources to the greatest extent possible. The referral program is intended to help
                      members reach these resources as often as possible.

                (2)   Private Purchase. Individual members’ purchase of private housing is an
                      appropriate means of meeting housing needs. Not everyone will be able to use this
                      option because of the financial investment and commitment required. Nevertheless,
                      home purchase is frequently the only way members can deal effectively with
                      inflationary increases in shelter costs.

          b.    DoD and Other Federal Housing. Housing officers should use other government or
                military housing in accordance with an Interservice Support Agreement (ISSA) or other
                appropriate instrument; see Section 4.D.2. The Department of Defense (DoD)
                occasionally will transfer title to such housing to the Coast Guard as necessary and
                desirable; see Section 4.C.1.

          c.    Leased Housing. Chapter 7 provides instructions to administer the Leased Housing
                Program. The Family Leased Housing Program (FLH) and the Unaccompanied
                Personnel Leased Housing Program (UPLH) have become major flexible sources of
                housing, enabling personnel, particularly those in lower pay grades, to occupy dwelling
                units otherwise inaccessible due to excessive cost, the major inaccessibility factor.

          d.    Coast Guard-Owned Resources. Subject to planning justification and congressional
                approval where necessary, housing officers will acquire family housing conforming to
                Chapter 6’s adequacy standards by construction, purchase, or transfer to address these
                housing deficits:

                (1) Overseas. In areas abroad where dependents are permitted and a shortage of
                    adequate private and government housing exists or is expected to exist.

                (2)   Lack of Community Support. In United States locations where adequate
                      community support, leased, or existing government housing is not and/or cannot be
                      made available year-round.


                                                   4-1
                                Contents                Index



          (3)   Operational Necessity. In a few areas, adequate private housing is available, but
                certain personnel must reside on station for proper administration and security.

          (4)   Inadequate Quarters. In locations where existing Coast Guard resources are
                inadequate and community support is insufficient or inadequate.

          (5)   Transferred Resources. In certain areas excess DoD or other government housing
                units are available and cost-effective, whereas community support resources may
                be insufficient or inadequate.

2.   Family Housing Requirements.

     a.   Coordinating Data.

          (1)   Program Needs. Field data is required to evaluate program needs. The
                Commandant undertakes a housing survey at least once every 24 months, with
                applicable data forwarded to Area Housing Authorities. Commandant directives of
                the 11101 series contain detailed instructions for conducting the survey, which
                yields gross data on housing adequacy and allowances and provides important,
                local information to help document specific housing requirements. See Section
                4.C.4.c.

          (2)   Local Needs. The Area Housing Authority should recommend housing acquisition
                and/or leasing for activities under their control. The primary basis for determining
                housing requirements is local public and private housing resources’ capability to
                support Coast Guard housing needs. Area Housing Authorities should prepare
                Planning Proposals and send them via MLC to Commandant (G-CPP). See
                Sections 4.C.4 and 4.C.5.

          (3)   In all cases, housing officers will choose the most cost-effective option when
                assigning personnel to housing.

     b.   Eligible Personnel.

          (1)   Pay Grade. All personnel are included in gross housing requirements. See also
                Section 6.D.2.

          (2)   Additional Requirements. Personnel must fall into one of these categories to
                qualify for local housing.

                (a) Permanent party personnel, including those assigned to the unit, area units, and
                    other Services’ local and tenant units;

                (b) Students undergoing 20 or more weeks of training (TEMDUINS), including
                    officers attending civilian colleges and universities and DoD-sponsored
                    training (Navy PG School, National War College, etc.); and

                (c) Key civilian personnel because of their jobs’ essential nature.


                                             4-2
                     Contents                  Index



c.   Ineligible Personnel. Do not count short-term students not on PCS (20 or fewer weeks),
     transients, and temporarily assigned personnel in calculating requirements for acquiring
     family housing.

d.   Acquisition Requirements.

     (1) Gross Housing Requirements. Compute acquisition requirements for specific units
         or areas based on the percentage of members with dependents by pay grade on both
         quantitatively (total eligible personnel as defined in Section 4.A.2.b. appearing on
         the current or projected allowance list) and qualitatively (number of bedrooms
         required). Include existing housing assets’ aggregate bedroom composition in all
         computations to ensure acquisition programming will satisfy area personnel’s
         expected requirements, thereby avoiding overbuilding of certain unit sizes. This
         approach will also permit programming housing in localities experiencing no
         apparent numerical deficit but in which the major requirement is for three and four
         bedroom units, with sufficient smaller units. The goal is to provide the number of
         three and four bedroom units that, when added to existing and approved military
         and civilian community assets, will produce a bedroom distribution complying with
         policy in Enclosure (9) and corresponding to known, programmed deficits. All
         dwelling units’ minimum net floor areas shall comply with OMB Circular A-45,
         Enclosure (15). Use Enclosure (9) to determine Coast Guard housing requirement.
         For programming and planning guidance, see Sections 4.C.4.

     (2) Net Housing Requirement. The net housing requirement is the net deficit, i.e., the
         unmet housing need. Use Enclosure (9) to determine the net housing requirement,
         by deducting from the gross housing requirement:

         (a) Existing adequate public quarters, including CG-owned and -leased quarters
             and any other government quarters occupied or available through an ISSA;

         (b) Public quarters approved or under construction;

         (c) Existing adequate private rental housing, if available year-round to USCG
             personnel.

         (d) Existing adequate private housing for sale occupied by military personnel, if
             purchased in preference to renting private housing or occupying public
             quarters.

     (3) Operational Requirements. Housing for operational requirements will be
         considered upon submission of appropriate planning documentation. Documents
         must address why housing is required to meet operational needs and how on-station
         housing will fulfill these needs.

     (4) Long-Range Planning Requirements. The application of Coast Guard housing
         assets to the gross requirement shall be on the basis of the most suitable long-range
         use and not necessarily on current utilization. In addition to existing public and
         private assets, potential private housing which is under construction or firmly


                                       4-3
                              Contents                 Index



               planned must also be considered, along with civilian growth predictions for the
               area. The accessibility of such housing for Coast Guard members must be assured,
               however, if these units are to be considered housing assets.

3.   Unit Relocation Planning. Any Coast Guard plan, plan change, or planned action that would
     establish or transfer an operating unit or generate a new or change a homeport shall consider
     housing and other personnel support needs. Advise Commandant (G-WPM-4) of such plans
     at the earliest date for optimal coordination of planning efforts. TABLE 4-1 displays cutter
     housing planning factors for all vessel types. Establish a comprehensive unit relocation plan
     at the earliest possible date as described below. Allow sufficient time in fixing
     commissioning dates to accommodate housing acquisition if required. See Section 4.C. for
     guidance on housing planning.

4.   Unit Relocation Coordinator. Appointing a Unit Relocation Coordinator is the best way to
     develop necessary action agendas, coordinate, and manage house hunting. The Coordinator
     assembles general data from CG or DoD commands in or special trips to the new area. Other
     sources also may be helpful. The Unit Relocation Coordinator distributes this information to
     other transferring members to help with their relocation. The Coordinator also can gather
     information to establish leased housing needs. The CEA is the best choice for Unit
     Relocation Coordinator.

5.   Unit Relocation Plan. A Relocation Plan may not be needed for a few personnel, but
     establishing one for an entire crew makes excellent sense. The essentials of such a plan
     include:

     a. Determine the number of accompanied and unaccompanied personnel who will move.

     b. Determine the types (rental or purchased) of unit desired and price ranges.

     c. Establish liaison with the new area’s Local Housing Authority.

     d. Research the availability of adequate housing and support services in the receiving
        community. Order newspapers. Contact realtors. See Section 4.C.4.d.

     e. Meet on-site with PERSRU and transportation specialists to explain members’ and
        dependents’ entitlements during relocation. Ensure the meetings include dependents.

     f. Before the unit move, privately counsel members and dependents on the cost of living,
        housing, expenses, spouse employment, school systems, religious establishments, local
        recreational outlets, and community support services. Ensure members are aware of the
        requirement to obtain release from mandatory assignment to quarters in new locations in
        accordance with Section 3.B.2.

     g. Coordinate the timing of transferring members’ house-hunting trips and obtain feed back
        on local conditions in the new area on members’ return.

     h. Coordinate with transportation on the picking up and delivering household goods.



                                            4-4
                                Contents                  Index



          i. Obtain feedback at the completion of unit relocation from personnel and their dependents.
             Provide needed counseling, if indicated.

     6.   Funding. Always use AC&I funds to acquire any family housing or land for family housing
          by purchase, construction, or transfer. Housing rehabilitation may use AC&I or OE funding
          resources, depending on repair costs of and the degree of facility renewal. See Financial
          Resource Management Manual, COMDTINST M7100.3 (series), for guidance. The Minor
          AC&I Program is not used for family housing but is available for housing support (recreation,
          streets, etc.) and UPH support projects.

B.   Community Support.

     1.   Policy. Planning for Coast Guard housing needs should encompass more than merely
          providing access to dwelling units or housing leases. Fully consider the availability, quality,
          and reliability of public and commercial community services in accordance with sound
          planning practice. Community facilities and services must exist within a reasonable distance
          of Coast Guard residences.

     2.   Planning Guidelines. Within CONUS, housing officers shall attempt to establish members'
          access to basic community facilities: education, public safety, shopping, medical aid, etc. For
          support planning purposes, Service-wide, the average married Coast Guard member has 2.4
          dependents, including the member's spouse. This average may not hold true at an individual
          Coast Guard operating unit.

          a.   Community Support Resources. Coast Guard members and their dependents should
               enjoy maximum access to community support resources. To the greatest extent possible,
               the Coast Guard desires members to be fully responsible, supportive citizens of
               communities where they reside. Notwithstanding the nature of military service and the
               need for periodic duty station changes, commands, particularly within CONUS, shall
               strongly encourage community involvement.

          b.   Coast Guard Resources. Housing officers may consider community facilities for Coast
               Guard funding where necessary or advisable, as in remote CONUS and overseas
               locations. Because of funding limitations, fully document such facilities:

               (1)   Need. Private or other public sources cannot provide sufficient facilities; and

               (2)   Documentation. Completely describe the need, including physical and personnel
                     resource requirements.

          c.   Planning Factors. When planning for public quarters, including DoD housing and leased
               quarters, consider all relevant support factors, including these:

               (1)   Access. Availability and location of major roads and public transportation
                     services.

               (2)   Utilities. Availability and location of water, sewer, power, gas, and telephone
                     lines.


                                                  4-5
                               Contents                  Index



          (3)   Public Safety. Distance to nearest police and fire service.

          (4)   Health Care. Availability and location of nearest doctors, dentists, hospitals, and
                ambulance service.

          (3)   Education. Distance to nearest public schools.

          (4)   Shopping. Distance to local and regional commercial areas. Diversity of retail
                outlets and commercial services.

          (7)   Recreation. Availability and location of local and regional parks, playgrounds, etc.

          (8)   Cultural and Religious Facilities. Location of various libraries, churches,
                museums, etc.

3.   Educational Needs. Coordinate with local school authorities in determining the need for
     school facilities and bus service to serve Coast Guard dependents. If additional school
     facilities are needed, furnish the local education board data substantiating Coast Guard needs;
     the school board in turn sends this information to the U.S. Department of Education. Local
     and Federal officials face long lead times similar to those encountered in housing construction
     in programming, funding, and constructing school facilities. Therefore, a timely, continuing
     information exchange is essential to planning any required school facilities. Housing
     planning documentation should always include school impact information.

4.   Commercial Facilities. Consider the availability of commercial facilities such as shopping
     and other retail and personal services. Housing should be near these services when possible.
     Consider providing an exchange if civilian support is lacking and the size of the project
     warrants it.

5.   Recreational Facilities. These policies govern the provision and supporting recreational
     facilities in connection with Coast Guard family housing areas; see also the CG morale,
     Welfare, and Recreation Manual, COMDTINST M1710.13 (series).

     a.   Community Resources. To the maximum extent, use community-wide resources,
          including existing Coast Guard, DoD, and other government facilities, such as parks,
          community playgrounds and buildings, school recreational facilities, commercial
          resources, etc.

     b.   Coast Guard Resources. Funds available to the housing program are extremely limited
          and programmed to satisfy only the most urgent requirements. Normal programming for
          housing acquisition includes only the most basic recreational facilities.

          (1) Major Facilities. Program major facilities of universal use, such as swimming pools,
              bowling alleys, and field houses, as unit, base, or support facilities rather than as part
              of family housing facilities.

          (2) Open Areas. Provide open areas within housing projects in accordance with sound
              site planning, considering also the extent to which such areas are otherwise available


                                              4-6
                                    Contents                  Index



                        at a reasonable distance from the housing site.

                   (3) Minor Amenities. Adjacent to row or apartment dwellings lacking individual tenant
                       yards, provide minor facilities for preschool children, such as fenced, mulched tot
                       lots and other small areas, and installed equipment, such as sandboxes, slides, swing
                       sets, monkey bars, etc. Consider these amenities part of the project expense for new
                       housing construction and finance with funds provided for such units.

                   (4) Recreational Facility Programming. Use AC&I funds to construct major facilities at
                       new housing complexes or improve recreational facilities at existing housing
                       projects. For recreation projects, follow the same submission and approval
                       requirements, funding limitations, etc., as for housing projects. Using the Minor
                       AC&I Program may be especially appropriate for such facilities.

                   (5) Programming Criteria. Recreational construction items will be considered for
                       project programming for existing and proposed housing projects if the facility is
                       located within the family housing area and the primarily family housing area
                       occupants will use the facility.

     6.        Reimbursing Local Governments. Coast Guard construction or purchase of housing units in a
               community represents a tax or tax-opportunity loss to the local government since the Federal
               government pays no taxes on property it owns. Generally, the Federal Government must pay
               only for those community services (water, sewage, and refuse collection) normally billed
               directly to property owners based on the amount of the service used. Services funded from
               property taxes are generally not reimbursable. Request assistance from the district legal
               officer if the community is concerned about the Coast Guard’s liability for local government
               services.

C.   Acquisition, Construction, and Improvements (AC&I).

     1. Programming Policy. Commandant (G-S) will develop budget proposals for housing programs
        including major improvements to existing assets and such new housing acquisition
        (construction, purchase, transfer) as will meet a net family housing deficit; see Section 4.A.1.d.
        These factors will govern the type and amount of housing programmed for each installation: (a)
        the length of time the installation is expected to remain in use; (b) the lowest predictable
        strength level stationed there; (c) the adequacy of existing community support and military-
        controlled housing; and (d) predictable changes in the availability of adequate private housing.
        Selecting an appropriate new construction and/or purchase program, or, if feasible, transferring
        DoD housing assets will depend on the duration and level of need as defined below:

          a.     Short-Range. Less than 5 years.

          b.     Mid-Range. At least 5 years.

          c.     Long-Range. At least 5 years with no predictable reduction thereafter.

          d.     Terminal Need. Present and pipeline assets plus private assets exceed 80 percent of gross
                 requirements.


                                                      4-7
                               Contents                 Index



    e.   Uncertain Duration. At least 5 years with duration thereafter unpredictable.

2. Limitations. Housing officers must make every effort to fully and promptly consider housing
   needs generated by planned construction, establishment, or transfer of operating units. Do not
   program military housing if the total number of adequate military and private units available
   exceeds 90 percent of the gross requirement excepting only operationally required station
   housing described in Section 4.A.1.

3. Program Components. These are the Housing Program’s principal components with further
   details on each contained in the references indicated.

    a.   Improvements and Enhancements. Improvements or enhancements to existing adequate
         quarters in addition to required maintenance projects must compete with other major
         project needs for AFC-43 funds in accordance with current Civil Engineering procedures.

    b.   Improving Inadequate Housing. Consider improving substandard or inadequate housing to
         make it safe, decent, sanitary, and otherwise adequate for continued operations as public
         quarters per Section 6.B.2. only if project costs, including O&M cost during the
         rehabilitation period, are economically justified compared to new construction and/or
         leasing replacement family housing. Use OE funds to pay for improvements if the project
         complies with the Financial Resource Management Manual, COMDTINST M7100.3
         (series).

    c.   Rehabilitation. Fund improvements, repairs, or renovations of housing acquired by
         transfer and many major improvement projects for existing adequate quarters through the
         AC&I appropriation. Consider all costs attributable to the site, structure(s), and follow-on
         requirements in an economic analysis. Do not contemplate rehabilitation if new or leased
         quarters can be acquired less expensively. Commandant (G-WP) will grant exceptions
         individually only for historic structures. See the Financial Resource Management Manual,
         COMDTINST M7100.3 (series), for guidance on which appropriation to use. See the Civil
         Engineering Manual, COMDTINST M11000.1 (series), for information on the bases for
         housing rehabilitation.

    d.   New Construction or Purchase. Consider new construction or purchase where adequate
         private or government housing is scarce or unavailable on a year-’round basis, based on
         appropriate planning and real estate market data. Housing is not normally programmed in
         metropolitan areas, which have numerous housing resources. Use one of these methods (in
         order of preference) to provide fixed-site, permanent housing to meet a long-range need:

         (1)   Take over another government agency’s excess. This is often advantageous, but
               take care to ensure any needed rehabilitation is cost-effective.

         (2)   Incorporate Coast Guard housing into another government agency’s project because
               the larger number of units usually results in lower unit costs.

         (3)   Purchase houses built as recently as possible to avoid costly retrofits for energy
               conservation, habitability, etc. or houses under construction and available on the
               commercial market.


                                             4-8
                           Contents                 Index



        (4)   Construct builder-designed or factory-built houses on suitable Coast Guard-owned
              property.

        (5)   Design special housing to be built on CG owned property. Because of the very high
              costs and heavy administrative workload involved, use this method as a last resort.

   e.   Government-Owned Trailers and Mobile Homes. Government owned trailers do not
        adequately meet military housing needs. Using mobile homes for temporary housing for
        both accompanied and unaccompanied members is prohibited unless firm plans and
        preliminary programming have been established to solve the applicable housing problems
        effectively and permanently. Using leased quarters, if available, is preferable for short-
        term housing needs.

   f.   Leased Housing Program. In the United States and some overseas locations, consider this
        means of providing quarters, especially for lower pay grades, in areas lacking adequate
        government-owned and community-based housing facilities; see Chapter 7.

4. Programming Flow.

   a.   Planning Data. In accordance with the Planning and Programming Manual - Volume II,
        COMDTINST M16010.6 (series), Commandant (G-SEC) allocates funds for family
        housing construction and purchase based on current field information on the availability of
        adequate military and civilian housing. Comprehensive Plans, Planning Proposals, and
        similar data normally support these planning data. For guidance in preparing housing
        proposals, see Section 4.C.5. or Commandant (G-WPM-4) for additional guidance.

   b.   Programming Documentation. Initiate programming for housing acquisition (construction,
        transfer, or purchase) with notice of the need for AC&I funds and complete it by
        submitting specific budgetary initiatives involving capital investment funding. Projects to
        acquire or transfer targets of opportunity, such as excess, adequate DoD housing, should
        follow normal documentation procedures. Always adequately budget initial and follow-on
        funding for proposed housing acquisitions.

   c.   Housing Surveys. Periodic housing surveys can provide important data to shape
        accompanied and unaccompanied housing programming. The Service surveys members,
        married and unaccompanied, as needed, on a site by site basis. Planning and housing
        offices routinely obtain basic data from Commandant (G-WPM-4).

   d.   Housing Market Studies.

        (1)   Policy. Support every proposed housing construction or purchase acquisition
              project by appropriate housing market research, no matter how many units proposed.
              Use this research to determine whether local rental housing meets CG standards,
              needs, the nature and expected duration of housing shortages. At least every three
              years revalidate the research until the purchase or construction contract is let.
              Acceptance of proposed housing acquisition submitted for review must be firmly
              supported by such research. Housing market studies are not required if
              considerations other than the lack of adequate housing firmly justify housing


                                            4-9
                     Contents                 Index



      acquisition. The exceptions are limited to flag, command, or special command
      quarters; quarters required by unit mission; and quarters whose Coast Guard
      ownership has special value outweighing normal financial considerations.

(2)   Discussion.

      (a)   Lack of available, adequate housing, whether by private lease or purchase or a
            government lease, is the primary reason to acquire Coast Guard-owned
            housing. To justify acquisition, planning must compare all reasonable
            housing resource alternatives. Housing market studies provide the research
            necessary to make this comparison.

      (b)   Housing market studies consist of research and analysis of community
            resources. Although performed "in-house" on rare occasions, housing offices
            will usually contract studies to professionals such as market or real estate
            economists expert in gathering and analyzing housing market data. Housing
            officers will use these studies to support specific Coast Guard housing
            acquisition projects by: defining the local rental housing base; providing
            quantitative and qualitative data on local housing choices; and
            recommending corrective measures necessary for the government to alleviate
            or overcome negative housing market situations.

      (c)   Market studies address housing availability in duty station areas. Using Coast
            Guard housing adequacy standards in Section 1.B.4 and Sections 4.B. and
            6.B., these studies determine the extent of access members and their families
            have to adequate local rental housing.

      (d)   Coast Guard families often are able to live on the economy using their
            housing allowances. Where allowances fall short, government leased housing
            may be used, see Chapter 7. Many situations do not require permanent
            government housing. However, other situations may involve some or all of
            these factors: chronic rental shortages, absolute absence of housing of any
            kind, or inadequate or seasonal housing. If such conditions create the need to
            consider acquiring permanent government housing, housing officers must
            substantiate housing acquisition by conducting housing market studies to
            obtain current information on the availability, cost, and character of local
            rental housing.

(3)   Contracting Procedures.

      (a)   In-house market studies are not normally recommended because research
            objectivity and professional expertise are important. Firms or individuals
            who compete successfully for this work under normal contracting procedures
            should specialize in market research and/or have access to regional or national
            rental housing market databases.

      (b)   Housing market factors are cyclical. Changes can alter the availability of
            rental and sales housing, increasing or decreasing local housing vacancies and

                                   4-10
                  Contents                   Index



            thereby altering net housing availability. Periodically revalidate the need for
            housing acquisition to account for these fluctuations and assure continued
            project feasibility. Congress does not support projects without periodic
            revalidation. For these reasons, revalidate studies at least every three years
            during every housing project’s planning life until acquisition is effected, i.e.,
            when purchase or construction contract is let, property is transferred, or by
            other means.

(4)   Planning Procedures.

      (a)   Submit housing market studies supporting and justifying housing acquisition
            before or with planning documents. Studies will normally be reviewed in
            conjunction with planning documents but may do so in advance of planning
            proposals to establish project feasibility beforehand. Acceptance of study
            recommendations are based on the study’s adherence to accepted
            methodology, including these elements: a vacancy analysis; a forecast of
            rental housing availability; a review of housing development; and an
            assessment of available, adequate housing in the market area.

      (b)   Give the market researcher local Coast Guard housing data. Include how
            many accompanied personnel, their pay grades, local housing allowance
            costs, the number and characteristics of local government-owned or -leased
            housing, operational or recall requirements, and any special circumstances
            that inhibit Coast Guard occupancy of local housing. Base market study
            rental characteristics on Section 6.B.’s adequacy standards, including a 1-hour
            commuting time, affordability, bedroom size and number requirements,
            community services, and environmental concerns.

      (c)    In addition to determining whether local housing markets can adequately
             support Coast Guard housing needs, housing market studies should address
             related housing issues, the more important of which are these:


             (1) If housing support is lacking, market studies should address potential
                 corrective measures, i.e., what needs to be done to alleviate the lack of
                 local housing support. The market analyst should provide expert
                 opinions on measures that will assist Coast Guard commands, such as
                 aggressive housing referral, acquiring leased housing, or constructing
                 permanent housing.


            (2)   Local Housing Data. Housing market studies usually address: the impact
                  of seasonal housing markets on members' housing choices; The general
                  condition of adequate rental housing available within a 1-hour commute of
                  Coast Guard duty stations; neighborhoods general condition, including data on
                  known or apparent blighting or polluting influences, known criminal activity,
                  the absence of shopping and other neighborhood services, etc.; the supply of
                  adequately-sized quarters, and the availability of quarters in the community


                                    4-11
                               Contents                  Index



                            suitable for unaccompanied personnel occupancy.

                      (3)   Local Housing Constraints. The study should always address unique
                            local constraints such as dominant physical features, e.g., mountains,
                            marshes, etc., significant traffic bottlenecks, commuting barriers, or any
                            factors affecting Coast Guard housing choices. In addition, address
                            other important local characteristics affecting Coast Guard housing, e.g.,
                            the presence of military or government facilities, large stocks of aging
                            or seasonal housing, etc. These major constraints usually help shape
                            local rental housing options by determining the extent of vacancy as
                            well as local price ranges.

              (d)     Enclosure (11) provides a general scope of services describing housing
                      market research elements. Commandant (G-WPM-4) also will provide
                      technical assistance on request, including a detailed sample scope of services.
                      This scope should provide for appropriated updating and for follow-up
                      services needed for clarification or revalidation. MLC commands have
                      planning staffs available to assist with writing scopes of services, reviewing
                      studies, contracting, and funding.

              (e)     Various AFC-30 accounts or survey and design budgets fund housing market
                      studies.

5.   Documentation Requirements. Current policy in the Planning and Programming Manual,
     COMDTINST M16010.6 (series), establishes a chain of planning and programming
     documentation to justify proposed projects so they can compete for appropriated funding
     (AC&I or OE). Retain documents supporting housing acquisitions on file. Enclosure (12)
     contains a visual display of the planning flow. The planning process should entail these
     elements for housing projects:

     a.    Problem Statement. This document, the initial programming notice of a facility
           requirement, identifies the facility requirement in the Shore Facility Plan (SFP). See
           Enclosure (13).

     b.    Planning Justification. Normally, submit a planning proposal or comprehensive plan at
           least 60 months before the budget year. See Enclosure (12) and/or the Coast Guard
           Civil Engineering Manual, COMDTINST M11000.11 (series). Identify actual or
           potential safety hazards to determine their relevance to the acquisition decision. An
           example of such hazards is the vulnerability of units with sub or intra-slab ducts or
           crawl spaces to pesticide contamination.

           (1)      General. Planning should present valid housing alternatives and relevant
                    acquisition factors as a basis for decision. Document the need for housing with
                    factual information describing the local housing market and specifically noting
                    adequacy factors (cost, commuting time and/or distance, quality of condition,
                    etc.) as described in Section 6.B.2. Always evaluate the need for recreational,
                    messing, and maintenance facilities. Identify operation and maintenance,



                                             4-12
                  Contents                  Index



       administration, or housing referral staffing and/or contract needs; see Section
       2.C. Always include an economic analysis comparing costs of leased housing, if
       available, with housing construction, purchase, transfer, rehabilitation, or other
       acquisition alternatives. See Enclosure (14) for housing planning guidance.

(2)    Family Housing Planning Factors. Basic family housing planning guidance,
       including floor area and bedroom-mix criteria, derives from OMB Circular A-
       45, Enclosure (15). Family housing design and construction guidance appears in
       the Civil Engineering Manual, COMDTINST M11000.11 (series). Additional
       guidance on critical planning factors appears below.

       (a)       Site Planning. Successful housing site development involves sensitivity
                 to all relevant planning factors, normally including the physical
                 constraints of sun and wind direction, natural and man-made features in
                 and around the site, vehicular access, and the site’s various dimensions
                 (capacity). Besides the site's physical properties are the imposed
                 constraints of cost, demand (number of units required), quality (the
                 housing amenities), and time. Given these factors, the ideal housing site
                 is level, requires minimal rearrangement, and permits a variety of
                 housing scenarios, i.e., how housing units are arranged horizontally and
                 vertically on the site. For example, 4-to-an-acre single-family houses are
                 clearly unreasonable in heavily urban areas, while high-rise flats are
                 neither reasonable nor desirable in rural situations. Planners can develop
                 successful multi-family Coast Guard housing without over-crowding or
                 appearing slum like.

                 (1) Site development standards will be promulgated for the Coast
                     Guard. In the interim, Commandant (G-WPM) in conjunction with
                     Commandant (G-SEC) will control the density of site development.
                     Housing density, the number of units per acre, strongly correlates
                     with housing development cost. Commandant desires efficient, cost-
                     effective housing site usage, a rational selection of housing types,
                     and a safe, pleasing, easily accessible neighborhood environment.

                 (2) In general, seven housing units per net acre is considered a
                     reasonable site-development target. In practice, not all sites
                     available to the Coast Guard accept such a density, nor are seven
                     units always a rational number for development. However, under-
                     utilization is as common as overuse and both extremes are
                     undesirable. As Coast Guard housing funding becomes increasingly
                     harder to obtain, it has become important to consider land use as
                     carefully as housing development costs.

 (b)         Rank Designation. As noted in Section 6.C.1. not more than 25 percent of a
             housing site may be designated for officers. The Coast Guard operates few
             housing sites large enough to accommodate full rank stratification. It is
             policy to limit rank stratification as much as possible except for commanding


                                   4-13
                           Contents                  Index



                  officer quarters.

           (c)    Bedroom Mix. Base the final bedroom mix for acquisition on a statistical
                  analysis of family size and composition, including national and Coast Guard
                  trends, past experience, and projected changes in staffing patterns. Plan for
                  two-, three-, and four-bedroom units; the Coast Guard does not construct one-
                  or five-bedroom housing units.

                  1.    Small stations (supplying five or fewer units). It is likely, small stations
                        will have no stable family pattern on which to base a final bedroom mix.
                        Statistical analyses of small station data indicate wide fluctuations in
                        Service-wide dependency characteristics. Therefore, Coast Guard
                        policy is to acquire housing in these standard proportions for small
                        stations: 55 percent two-bedroom units, 30 percent three-bedroom units,
                        and 15 percent four-bedroom units. Adjust the bedroom mix for smaller
                        numbers of units accordingly. If only one or two housing units are
                        required, it is reasonable and prudent to acquire three-bedroom units.

                  2.    Medium and large stations (supplying five or more units). A more
                        stable family pattern is likely to exist at medium and large Coast Guard
                        units. A bedroom mix of 55 percent two-bedroom units, 30 percent
                        three-bedroom units, and 15 percent four-bedroom units should be
                        acceptable if the statistical analyses cited above support such a mix.
                        Contingency planning should consider reasonable deviation from this
                        norm to allow possible changes in family size and composition over the
                        housing units' 25+ year life cycle. Planning for three- and four-bedroom
                        units may exceed the actual requirement by only 10 percent.

c.   Environmental Documentation. Housing projects, including acquiring family or
     unaccompanied personnel housing, rehabilitating, and maintaining existing quarters, or
     leasing housing facilities are not considered major Federal actions significantly affecting
     the environment. They do not normally require an Environmental Assessment (EA),
     Finding of No Significant Impact (FONSI), or an Environmental Impact Statement (EIS).
     In most cases, a Categorical Exclusion Determination will suffice. See the National
     Environmental Policy Act Implementing Procedures, COMDTINST M16475.1 (series).

d.   Real Property Documentation. Refer to Real Property Management manual,
     COMDTINST M11011.9 (series)

e.   Land Assembly. Acquiring land requires obtaining appraisal, title, and option data in
     accordance with Coast Guard Housing Manual, COMDTINST M11011.13 (series). In
     addition, consider these factors when planning housing:

     (1)   Funding. Use previous years’ Survey and Design (S&D) funds to purchase real
           property and for all purchase expenses whenever possible. Avoid using scarce
           housing AC&I funds for this purpose.

     (2)   Time Allowance. Permit sufficient time for the selection and negotiation process,

                                          4-14
                           Contents                  Index



              particularly for purchased housing. Off-season purchase is nearly always more
              desirable. In colder climates, initiating a purchase at the beginning of the fiscal year
              will leave little time for acquisition activity before winter.

   f.   AC&I Project Proposal Reports (AC&I PPR, CG-2618). Reports are required from the
        field for all housing projects except purchased or transferred housing involving little or no
        site development. Questions on the extent and validity of housing need should have been
        satisfied before PPR submission. The AC&I PPR should arrive in Headquarters
        approximately 24 months before the budget year. See Enclosure (12) and/or the Coast
        Guard Civil Engineering Manual, COMDTINST M11000.11 (series); Chapter 6 contains
        special documentation requirements for purchased units.

   g.   Request for Direct Purchase of Undeveloped Real Property. A Planning Proposal and
        AC&I PPR are required to purchase sites in the local community for later construction.
        Make every effort to purchase sites using previous years’ Survey and Design funds;
        otherwise charge the cost of the property to project construction (AC&I) funds.

   h.   Design Development Submittal (DDS). AC&I PPRs and DDSs are required for housing
        projects at the 35% and 100% design stages. DDS documentation is not required to
        purchase existing housing or for housing transferred from another agency. The
        documentation listed above is required for all new housing construction, including factory
        built and piggyback with another agency's construction housing.

6. Continued Housing Surveillance.

   a.   New Housing Acquisition. The Coast Guard primarily relies on the local civilian economy
        for family housing. The command proposing approval, or designing a housing project
        must observe what private housing is available and being constructed locally and
        constantly evaluate current and projected military housing needs against the total available
        and firmly planned housing supply. If available private housing increases or reductions in
        requirements are possible to the extent of reducing or even canceling the proposed project,
        the district commander or unit commanding officer shall so recommend to Commandant
        (G-WPM). More than two years can elapse between programming and acquisition, so
        constant surveillance of the housing market is essential. The importance of this continued
        evaluation cannot be overemphasized, since unnecessary construction can use limited
        AC&I funds unproductively and subject the Coast Guard to severe criticism, perhaps even
        jeopardizing future family housing programs.

   b.   Existing Housing. The same considerations about local housing availability that apply to
        acquiring new housing also apply to existing Coast Guard housing. In the past, the Coast
        Guard programmed housing construction in many areas, particularly remote, low-growth
        locations deemed necessary to provide adequate housing support. If such support no
        longer is necessary, it is critically important for maintenance and logistics commanders,
        district commanders, commanding officers of integrated support commands or civil
        engineering units, or unit commanding officers to promptly divest this housing. Two
        major factors make such action crucial: the advent of the Basic Allowance for Housing
        (BAH), which provides excellent access to adequate community housing resources for


                                             4-15
                              Contents                 Index



        Coast Guard members, and the extremely high costs of operating and maintaining Coast
        Guard housing. Thus, the primary reasons for divesting accompanied and unaccompanied
        housing are:

        (1)    Housing Need Has Diminished. The local housing market now is capable of
               supporting Coast Guard members, DoD housing has become available, or some
               combination of circumstances has made continued operation of owned housing
               unnecessary to provide adequate quarters. A Coast Guard housing market study is
               not required to support this conclusion, but a documented housing cost-and-
               availability analyses is mandatory.

        (2)    Excessive Operations Cost. The housing support costs are excessive compared to
               the cost of current housing allowances or other suitable, available, accessible
               housing options. The analysis shall fully consider all known support costs,
               including projected renovations, environmental remediation work, mid-life repairs,
               etc. Contact Commandant (G-WPM-4) for further guidance about this analysis.
               Operating Unit Disestablishment.

7. Housing Inventory.

   a.   Inventory Management. Commandant (G-WPM-4) maintains a current inventory of Coast
        Guard housing resources. Housing officers must coordinate at all times with real property
        managers at all operating levels to ensure the Service-wide housing inventory is accurate.
        Inventory data assists in establishing program requirements and justify related
        appropriations requests. Take care in identifying any change or revision in housing units’
        numbers and/or status. See Chapter 6. Area Housing Authorities monitor HMIS to ensure
        accuracy of inventory.

   b.   Housing Photographs. Commandant (G-WPM-4) maintains photographs of Coast Guard-
        owned housing as an information resource. After acquiring accompanied or
        unaccompanied housing, send Commandant (G-WPM-4) one set of 5" X 7" photographs,
        including: an overview photo, if possible; representative housing types; and housing
        facilities, e.g., recreation or play areas, maintenance building, etc.

   c.   Guest or Transient Housing. Supported through non-appropriated funds, guest and
        transient or recreational facilities are not subject to family housing occupancy and other
        management criteria. Request permission from Commandant (G-WPM-4) to divert family
        housing to transient use. See CG Morale, Welfare, and Recreation Manual, COMDTINST
        M1710.13 (series). Commandant (G-WPM-4) will consider acquiring guest quarters
        individually where needed as funding permits. Space Component Standards,
        COMDTINST M11012.7 (series), contains standards for guest or transient housing.

   d.   Design Classifications.

        (1)    Housekeeping quarters. Living accommodations including individual kitchen
               facilities; except under unusual circumstances, provided only for personnel
               accompanied by their dependents.



                                           4-16
                   Contents                 Index



(2)    Nonhousekeeping quarters. Living accommodations normally provided for
       bachelor or unaccompanied personnel (UPH). In a few locations, these quarters
       were obtained by converting buildings originally acquired as public family
       quarters.

(3)   Detached, one-story house (SD). A living unit having no units above or below and
      separated from other living units by intervening space.

(4)   Semidetached, one-story house (SS). Two dwelling units separated by a vertical
      party wall. Commonly called a duplex.

(5)   Attached, one-story house (SA). A dwelling unit attached or joined to two or more
      houses. Commonly called a row house or townhouse.

(6)   Detached, two-story house (TD). Same as (3) above, but incorporating a second
      floor in the design. Normally used where this type of architecture is common
      locally or available land is scarce, requiring higher density.

(7)   Semidetached, two-story house (TS). Same as (4) above, but two-story.

(8)   Attached, two-story (TA). Same as (5) above, but two-story.

(9)   Detached, three-story house (ZD). Same as (3) and (6), but three story.

(10) Semidetached three-story townhouse (ZA). Same as (4) and (7) but three-story.

(11) Attached, three-story (ZS). Same as (5) and (8) but three-story.

(12) Apartment, two or more Stories (AA). A living unit having other living units above
     or below and sharing a common stairwell with one or more living units.

(13) Condominium housing. Multifamily housing complex (SA, TA, AA) where
     individuals own the housing units and combine to share maintenance costs, usually
     obtained by private contract.

(14) Conventional housing. Fixed-site, permanent housing constructed in place from raw
     materials cut and sized on the job.

(15) USAHOME. Designed by DoD. Predetermined, factory-built, completely finished
     components, erected at the site.

(16) Relocatable. Designed by DoD. Factory- or site-built sectionalized units designed
     so they can be disassembled or modified and relocated from one site to another.
     Very similar to the USAHOME.

(17) Modular. Factory-built, three-dimensional units, usually finished inside and out,
     truck-delivered to the site and crane-lifted onto a prepared foundation (slab, crawl
     space, or basement).



                                    4-17
                               Contents                   Index



          (18) Panelized or Factory-Cut. All basic components are produced in a factory and
               trucked to the site where workers assemble them into a closed-in unit on a prepared
               foundation and complete final interior and exterior finishing. Factory normally
               provides all finishing materials and equipment.

          (19) Trailers and Mobile Homes. Mobile housing units designed for ready conveyance
               over highways. See Section 4.C.3.e.

     e.   Financial Arrangement Classification.

          (1)   Public Quarters. "Public quarters" refers to government housekeeping and non-
                housekeeping dwelling units for which military occupants forfeit their BAH.
                Comptroller General decisions applicable to Federal agencies and Court of Claims
                decisions use the term “public quarters” to identify all government-owned or -
                controlled housing, irrespective of the basis on which the housing is occupied.
                Although the Coast Guard knows this application of "public quarters" is general
                government usage, it uses the more limited definition above when discussing
                military housing operations. Report civilian-occupied family dwellings that are
                public quarters when occupied by military personnel as public quarters.

          (2)   Rental Housing. This classification includes housing that does not meet public
                quarters adequacy standards but approved for temporary retention and quarters
                occupied by civilians or foreign officers. Study all housing in this category to
                establish the rental rate. When lodging military personnel in any housing the
                Secretary has designated as inadequate public quarters in accordance with legislative
                authority and regulations established by the President, charge rent determined by the
                higher of the fair rental value (FRV) and/or the operation and maintenance (O&M)
                cost, up to a maximum rental rate of 75 percent of the Basic Allowance for Housing
                (BAH-II). See the Pay Manual, COMDTINST M7220.29 (series), Section 3.D.7.
                for additional information on the rental fee for inadequate quarters. For further
                guidance on rental housing, see Sections 5.E.8., 6.D.5.d., 6.E.2.c., and Enclosure
                (15).

     f.   Permanence Degree Classification.

          (1)   Permanent Housing. Is suitable for long-range use (more than 25 years) due to
                construction type, usable floor area, room layout, and general livability.

          (2)   Temporary Housing. Is structurally sound but not considered suitable for long-
                range use due to construction, usable floor area, room layout, and general livability.

          (3)   Emergency Housing. The construction, design, and livability are so inadequate it is
                acceptable habitation only under hardship conditions warranting immediate relief by
                acquiring adequate housing.

D.   Other Housing Acquisition Sources. Besides housing provided through AC&I programming
     and the leased housing programs, consider and use other family housing sources when and
     where appropriate.


                                              4-18
                             Contents                  Index



     1.   Department of Defense Housing. DoD installations may have excess family housing they
          can make available to Coast Guard personnel. With Commandant (G-WPM-4) approval,
          Area Housing Authorities may establish Interservice Support Agreements (ISSAs). See
          Enclosure (2).

     2.   Deactivated Housing. At installations where DoD has deactivated family housing units,
          the Coast Guard should consider reactivating these units when additional housing is
          required. Factors precluding reactivation include accessibility, urgency of need, probable
          period of use compared to cost, and reasons for deactivation (substandard quarters,
          legislation, safety factors, available private housing). Also, estimate availability of funds
          for reactivation and operation and maintenance. Obtain advance approval from
          Commandant (G-WP) before requesting the host service to consider reactivating inactive
          units. If fully justified, program AC&I funds to reactivate units to be transferred to Coast
          Guard ownership.

     3.   Community Housing Resources. Section 3.C.7 describes various community housing
          alternatives using government mortgage insurance and Coast Guard Mutual Assistance.

E.   FY-96 Housing Authorities.

     1.   Background. In fiscal year 1996, Congress gave the Coast Guard a set of business-like
          tools contained in 14 USC 680-689 to improve housing. The Coast Guard Housing
          Authorities (CGHA) parallel DoD's and allow privatizing existing housing sites, contracts
          to have private sites built, and conveying sites in exchange for housing services. The
          CGHA expires in September 2001 unless Congress enacts an extension.

     2.   Goal. The Coast Guard’s goal is to improve members’ quality of life and reduce AC&I
          costs by divesting older housing in areas with adequate community housing or
          rehabilitating housing through privatization where cost-effective. A January 1999
          Feasibility Study recommended using the CGHA to analyze potential sites in detail.

     3.   Potential Project Development. Commandant (G-WP)’s policy is to use the CGHA to
          assess all housing sites. Coast Guard maintenance and logistics commands (MLC) are
          currently developing a list of potential projects with field input and Commandant (G-WP)
          and (G-S) oversight. Ultimately Congress must approve and MLC commanders execute
          potential projects.




                                               4-19
                                      Contents                     Index




                                                    TABLE 4-1

                                 CUTTER HOUSING PLANNING FACTORS
                                             Personnel Allowance                              Unaccompanied
                      Number in                                                              Members Authorized
                      CutterClass                                              Family         Ashore Berthing
 Cutter Class1                                                                 Housing         (UPH/UPLH)3
                                       CO     WO ENL           TOTAL            Units2
     WAGB-290                1           7      1       67          75            46                    12
     WAGB-400                2          11      4      119         134            76                    25
     WAGB-20                 1           7      3       57          67            50                     3
     WHEC-378               12          14      4      147         165            91                    33
      WIX-295                1           3      2       29          34            23                     8
     WLB-180                20          5       2      42          49             29                     7
     WLB-225                 5          5       2      36          43             28                     5
      WLI-100                1          0       1      14          15              9                     5
     WLI-100A                3           0      1       14          15             9                     5
     WLIC-160                4           0      1       13          14             8                     5
     WLIC-100                2           0      1       14          15             8                     5
      WLIC-75                8           0      0       13          13             8                     4
     WLM-175                 6           0      0       17          17             8                     5
     WLM-133                 2           0      1       23          24            14                     5
     WLR-115                 1          0       0      20          20             10                     9
      WLR-65                 6          0       0      13          13              8                     4
      WLR-75                12          0       0      13          13              8                     4
     WMEC-210               16          11      1       63          75            43                    12
     WMEC-230                1           9      1       68          78            43                    13
     WMEC-270               13          11      3       86         100            60                    18
      WPB-110               49          2       0      14          16             10                     4
      WPB-82                32          1       0       9          10              6                     3
      WPB-87                 4          0       0      10          10              6                     3
     WTGB-140                8           2      1       14          17            10                     2

Notes:

1.       Personnel allowances and cutter information obtained from Commandant (G-CPA).
2.       Number of housing units is total needed for estimated number of members with dependents aboard specified
         cutter.
3.       Number of unaccompanied E-4, E-3, and E-2 members aboard specified cutter not entitled to single BAH
         and authorized UPH/UPLH berthing.




                                                      4-20
                          Contents              Index



CHAPTER 5    HOUSING MANAGEMENT

SECTION A.   HOUSING MANAGEMENT INFORMATION SYSTEM (HMIS)
        1.   General........................................………………………………………………. 5-1
        2.   HMIS User Guide..............................…………………………………………... 5-1
        3.   Required Reports...............................…………………………………………... 5-1

SECTION B.   THE HOUSING OFFICER
        1.   General........................................………………………………………………. 5-1
        2.   Local Authority................................………………………………………….... 5-1

SECTION C.   OCCUPANCY MANAGEMENT
        1.   Initial Occupancy Procedures...................……………………………………... 5-1
             a. Availability of Units......................……………………………………….. 5-1
             b. Scheduling Initial Occupancy...............…………………………………… 5-2
             c. Initial Occupancy Report...................……………………………………… 5-2
        2.   Subsequent Occupancy...........................……………………………………….. 5-2
             a. Vacancy Loss...............................…………………………………………. 5-2
             b. Streamlined Occupancy Procedure............………………………………… 5-2
             c. Planning Maintenance Requirements and Improvements…………………. 5-3.
        3.   Maximum Utilization...........................……………………………………….. 5-3
        4.   Goals.........................................……………………………………………….. 5-4
        5.   Methods of Measuring Efficiency in Utilization……………………………… 5-4
        6.   Records.......................................…………………………………………….... 5-5
             a. Occupancy Records..........................……………………………………        5-5
             b. Maintenance Records.......................……………………………………. 5-5
        7.   Periodic Review................................…………………………………………. 5-5
        8.   Cost Saving...................................……………………………………………. 5-5

SECTION D.   INSPECTIONS
        1.   Authority.....................................……………………………………………...   5-6
             a. Government-Owned Housing..................……………………………….           5-6
             b. Coast Guard-Leased Housing................………………………………...         5-6
        2.   Purpose........................................……………………………………………..   5-6
        3.   Policy.........................................………………………………………………    5-6
        4.   Family Housing Inspections.....................…………………………………….       5-6
             a. Prelease Inspection........................………………………………………        5-6
             b. Preassignment (Check-in) Inspection......……………………………….            5-6
             c. Regular Inspection.........................……………………………………..       5-7
             d. Pretermination Inspection..................…………………………………..        5-7
             e. Termination Inspection.....................…………………………………..        5-7
             f. Inspection for Cause......................……………………………………...       5-7
        5.   Unaccompanied Personnel Leased Housing.........…………………………….          5-7
        6.   Safety.........................................……………………………………………..   5-7




                                          5-i
                             Contents             Index



SECTION E.   MANAGEMENT PROCEDURES
        1.   Funding........................................……………………………………………..   5-7
        2.   Accounting....................................…………………………………………….     5-8
             a. Cost Accounting...........................……………………………………….        5-8
             b. Ensuring Proper Cost Accounting............………………………………           5-8
             c. Oversight...................................…………………………………………      5-9
             d. Funding Impact..............................……………………………………        5-9
        3.   Housing Expense................................………………………………………..     5-9
             a. Policy.....................................…………………………………………..     5-9
             b. Limitations...............................………………………………………….       5-10
             c. Long-Term Planning Factors................………………………………....        5-10
        4.   Utility Conservation..........................………………………………………….      5-11
             a. Responsibility............................………………………………………...      5-11
             b. Conservation...............................……………………………………….       5-11
             c. Records of Utility Usage..................…………………………………….         5-11
             d. Monthly Readings...........................…………………………………….        5-11
             e. Determining Excessive Use...................…………………………………...      5-12
             f. Enforcing Utilities Conservation.............………………………………….       5-12
             g. Incentive Program..........................……………………………………..       5-12
        5.   Safety Considerations..........................………………………………………..     5-12
             a. Storing Dangerous Materials................………………………………...        5-12
             b. Use of Portable and Baseboard Heaters......…………………………….           5-13
             c. Pesticide Control..........................………………………………………        5-13
             d. Fireplaces and Wood Stoves.................…………………………………          5-13
             e. Smoke Detectors............................……………………………………         5-13
             f. Carbon Monoxide (CO) Detectors..............…………………………….          5-13
             g. Environmental Risk Assessment.............………………………………..          5-13
             h. Recreational Equipment....................…………………………………....       5-13
        6.   Enhanced Fire Protection.......................……………………………………….      5-13
        7.   Carbon Monoxide (CO) Detectors.................…………………………………         5-14
        8.   Rent Collection................................…………………………………………..    5-14

SECTION F.   DIVERTING HOUSING
        1.   Policy.........................................………………………………………………    5-15
        2.   O&M Costs for Diverted Units...................…………………………………..       5-15
        3.   Requests for Commandant Approval...............………………………………..        5-15
        4.   Disposal of Housing............................………………………………………       5-15


SECTION H.   HOUSING INTERSERVICE SUPPORT AGREEMENTS (ISSA)
        1.   Background.....................................……………………………………………     5-16
        2.   Policy.........................................……………………………………………….   5-16
        3.   Funding........................................……………………………………………..   5-17
        4.   ISSA Management Reports and Files..............………………………………..        5-17

TABLE 5-1 STANDARDS FOR UTILIZATION OF FAMILY HOUSING ……………..                     5-18



                                         5-ii
                                Contents                  Index




CHAPTER 5. HOUSING MANAGEMENT

A.   Housing Management Information System (HMIS).

     1.   General. The Coast Guard Housing Program uses the Housing Management Information
          System (HMIS) application to manage and track the activities of owned, UPH, and Leased
          Housing Programs. AHO's, LHO's, UPH managers are responsible for maintaining accurate,
          up-to-date inventory and occupancy information related to the housing assets they manage. Its
          use is mandatory.

     2.   HMIS User Guide. Detailed, comprehensive information and guidance, is found in the HMIS
          User Guide, available from Commandant (G-WPM-4).

     3.   Required Reports. Use HMIS to generate reports at all levels. Since HMIS is a real time
          system, paper reports are no longer required as Headquarters and MLCs will run reports as
          needed. Commandant uses the data obtained from the list of critical reports contained in
          enclosure (1) to establish funding levels and measures of efficiencies. AHO's, LHO's and UPH
          managers should run the reports routinely to assist in their management of the program.

B.   The Housing Officer.

     1.   General. Housing Officers act in many capacities in performing their duties. They serve as
          staff advisors on housing matters to the Area Housing Authority. They are the buffer and the
          channel between the command and housing occupants. Housing officers develop and execute
          programs for the operation of housing; and combine consideration of maintenance requirements
          with fund availability and occupant satisfaction in executing programs for the maintenance and
          operation of housing (refer to Chapter 2). These considerations for the most part are
          continuous and reflect the need for good preparation and execution whether for the effective
          use of all housing resources or for contribution to good community relations.

     2.   Local Authority. The Housing Officer's authority is derived from the Housing Authority when
          the housing is located within the confines of a base or station. Where the housing complex is
          independent, off base, and serves an entire area, the Housing Officer shall report in accordance
          with instructions promulgated by the Area Housing Authority.

C.   Occupancy Management.

     1.   Initial Occupancy Procedures.

          a.    Availability of Units. Maintain close contact with the personnel responsible for
                constructing, purchasing, or transferring family housing in order to plan the units’
                availability for initial occupancy. By such contact, changes in schedules can be readily
                determined and occupancy schedules adjusted. To the extent feasible, it is desirable to
                have housing office staff participate in trial inspection of units and for acceptance of
                newly constructed or rehabilitated housing from the contractor. These visits help housing
                staff to familiarize themselves with the units’ features and with the operation of installed
                equipment. It is also the time for the housing staff to ask questions regarding features of


                                            5-1
                              Contents                  Index



          the new or newly acquired housing units.

     b.   Scheduling Initial Occupancy. Preplanning of initial occupancy is essential to ensure
          occupancy of units as they become available, minimize vacancy loss, and achieve
          maximum beneficial use. Once units’ availability date becomes reasonably firm,
          promptly notify applicants of selection or assignment to permit them to arrange moving
          and give their landlords notice. Where feasible, before occupancy it is desirable to
          indoctrinate occupants about housing regulations, owner responsibilities, and equipment
          use. If this training is not possible, allow time in the occupancy schedule to permit such
          indoctrination. It is important to schedule administrative procedures, e.g., inventory,
          inspection, keys, etc., and allocate occupancy by units or areas to avoid congestion by
          movers.

     c.   Initial Occupancy Report. When newly acquired housing is initially occupied, advise
          Commandant (G-WPM-4) within 30 days of such occupancy so they can transfer funds
          for maintenance and utilities and update the master family housing inventory. Include the
          following in the reports:

          (1) The unit’s full address;

          (2) The occupant’s name and rate; include Service branch if not Coast Guard;

          (3) Occupancy date;

          (4) Designation; see Section 4.C.7.d.;

          (5) Number of bedrooms;

          (6) Year built, renovated, or acquired.

2.   Subsequent Occupancy. The following applies to normal continuing operations of existing
     active housing and new projects after initial occupancy:

     a.   Vacancy Loss. Hold to a minimum the period when housing is vacant on change of
          occupancy. Unoccupied active housing represents a loss to both the government, as BAH
          or ISSA payments fund other housing alternatives, and to prospective occupants in terms
          of beneficial use. Maintaining an up-to-date waiting list, prompt scheduling, and advance
          notice to prospective occupants are essential actions to help ensure housing will be
          occupied as soon as it becomes available. Of equal importance is planning maintenance
          to minimize vacancy loss on change of occupancy. Steps which can be taken to
          accomplish this purpose include inspection prior to vacating; exterior maintenance during
          occupancy; scheduling maintenance before vacating; concentration of maintenance to
          accomplish work in the minimum time without delays between related work; and prompt
          inspection of completed work.

     b.   Streamlined Occupancy Procedure. Adapt management techniques to fit local conditions
          and minimize vacancy on change of occupancy. Evaluate local maintenance and
          assignment practices for any necessary changes. The following are representative


                                         5-2
                           Contents                 Index



           techniques which can be employed.

          (1)   Inspection and Maintenance Prior to Vacating. Inspecting the dwelling before
                termination, per Section 5.D.4.d., serves two purposes. First, it permits the tactful
                alert to occupants about any items of occupant maintenance necessary to have the
                unit in satisfactory condition for inspection at vacating. Secondly, it enables
                inspectors to determine what work is required. Schedule work on this basis.

          (2)   Essential Maintenance. Units should not be held vacant until all maintenance items
                are complete. Some items are not a bar to occupancy and are readily done
                afterward, e.g., replacing a cracked window glass or a missing towel bar. Start the
                checklist of all work required with those items essential for occupancy or that
                would cost appreciably more after occupancy. The unit should be made available
                for occupancy on completion of those essential items.

     c.    Planning Maintenance Requirements and Improvements. Basic considerations in
           planning maintenance are the availability of funds and station forces, contractors’
           capability, the influence of weather conditions, the availability of housing units for
           maintenance work, and a due regard for minimum disruption of daily housekeeping and
           annoyance or hazard to housing occupants. Incorporate these considerations into
           maintenance and consider the occupant to a greater degree than in maintaining other
           facilities. In applying business management principles to managing family housing,
           emphasize the economic of value proposed maintenance and improvements. Such
           evaluation must consider the affect of repair versus replacement on the anticipated
           duration of use. The anticipated remaining life of dwelling structures’ equipment and
           components is a useful tool in planning requirements. However, it is a valid planning
           tool only in terms of continued use. These considerations apply to maintaining
           structures, equipment, and furnishings. For programs over several fiscal years, apply the
           concept of planning and scheduling maintenance and improvements to all levels from
           normal recurring maintenance. Only in this way can we virtually eliminate stopgap
           maintenance and use limited funds effectively. Recouping BAH from the tenants is the
           primary source of these funds.

3.   Maximum Utilization. Strict adherence to assignment policy should assist Local Housing
     Authorities in assigning quarters equitably and promptly. Commandant (G-WPM-4)
     established standards and goals for the use of military family housing in terms of percentage of
     time units are occupied, see Section 5.C.4. The objective is to reduce the time units are vacant
     to the absolute minimum and make the maximum number of units available to eligible families
     and conserve public funds by savings in BAH or ISSA payments. In addition to the guidelines
     and standards in TABLE 5-1, these rules apply to using family housing:

     a.    Command and key-billet quarters shall not be kept vacant in excess of 90 days.
           Temporary assignment of these quarters to transients or persons awaiting assignment to
           quarters is authorized when in the best interest of the Coast Guard, in which case the
           limitations of Section 6.E.2.a is waived.

     b.    Other quarters will not be kept vacant for assignment to personnel for more than 10 days


                                       5-3
                               Contents                 Index



          after a unit is ready for occupancy. An exception may be granted only when advance
          application has been made in accordance with Sections 6.D.7 and 6.D.8.a, and the
          member has been advised that quarters will be available upon arrival.

     c.   When public quarters (adequate or inadequate) are not excess but are not currently
          required for eligible members and key civilians, consideration shall be given to assigning
          or leasing family housing to other personnel pursuant to Section 6.D.11. The government
          shall retain the right to cancel such assignments or leases on a 30- to 60-day basis as
          determined by the Housing Authority.

     d.   To reduce operations and maintenance costs when requirements change and result in
          prolonged vacancies, consolidate among housing areas and any multifamily structures
          within areas to concentrate occupancy as compatible with desired separation of officers’
          and enlisted quarters.

     e.   When there are sufficient military personnel stationed in the area, do not permit public
          quarters to remain vacant. If military personnel do not desire to occupy available public
          quarters, assign these personnel to quarters unless they qualify for an exception under
          other compassionate reasons as determined by the Area Housing Authority. If a member
          forfeits BAH but elects not to occupy assigned quarters, end that member’s assignment
          before subsequently assigning the quarters to another person or for any of the general
          reasons for termination. See Section 6.D.10. for procedures to stop or start housing
          allowances on assignment to or termination of quarters.

     f.   Assign quarters involuntarily only with the Housing Authority’s approval after a
          complete review of each situation has determined such action is necessary to obtain
          satisfactory use of public quarters. Direct any appeal of the Housing Authority's decision
          to the Area Housing Authority.

4.   Goals. Established occupancy goals for family housing are 98 percent for adequate and 93
     percent for inadequate housing. Attaining these goals generally will require most housing units
     to achieve occupancy rates of 99 percent for adequate and 95 percent for substandard quarters
     to compensate for unavoidable vacancies due to major repairs, improvements, or an abnormally
     high personnel turnover. Accordingly, each Housing Authority should specify goals of 99 or
     95 percent against which they measure their own performance. Coast Guard family housing
     occupancy rates are expected to be distinctly higher than those normally experienced in
     commercial rental housing for these reasons:

     a.   Occupants provide ample advance notice before moving out.

     b.   Housing Officers may assign quarters involuntarily.

     c.   Coast Guard family housing is acquired only where needed to fill a programmable deficit.

     d.   A reservoir of military personnel lives in private community housing and/or awaits
          assignment to quarters.

5.   Methods of Measuring Usage Efficiency. TABLE 5-1 guidelines assist housing authorities to


                                      5-4
                           Contents                 Index



     measure efficiency in family housing use. These are expressed in terms of days delay for
     accomplishment of tasks and represent the optimum. Although consistent attainment by all
     housing authorities may not be possible, failure to attain efficient use should prompt a review
     of each situation to correct it or to assess fully the factors which prevent attainment.
     Experience has shown that a common deficiency causing extended vacancies in quarters is the
     lack of adequate liaison between the housing office and the office responsible for performing
     maintenance, repair, and improvements. Housing should not be held vacant for minor work
     which can be done without undue disturbance to done when units are vacant, maintenance
     personnel must have advance notice as to when the quarters will be vacant to program the
     work. After quarters are released for maintenance, repair, or improvements, the housing office
     must have advance notice as to when the work will be completed to notify the next occupant
     and assign the quarters on the first day they are ready for occupancy. This requires that close
     liaison be established by the Housing authority with maintenance personnel.

6.   Records.

     a.   Occupancy Records. Local Housing Authorities shall maintain personnel and occupancy
          records by using the HMIS database required by Section 5.A.1. The HMIS database will
          store this data for up to six years. If the HMIS database is unavailable, maintain
          personnel and occupancy records showing each set of quarters’ occupancy history.
          Record and file occupants’ names, date in, date vacated, inspection reports, forwarding
          addresses, and any other remarks or documents needed for future reference.

     b.    Maintenance Records. Facility engineers or public works offices shall maintain housing
           unit maintenance records for each set of owned quarters. The maintenance history of
           housing units is not recorded in the HMIS database. These records should record
           periodic and essential maintenance requirements, including environmental hazard
           monitoring information, needed for occupancy of the unit. Maintenance Assessment
           Guide for Coast Guard Housing, COMDTPUB P11101.21, provides basic maintenance
           information and all housing maintenance personnel should use it.

7.   Periodic Reviews. Review housing occasionally to assess existing housing for minimum
     adequacy criteria. The AHA, LHA, CEU, and other interested parties should review housing
     operating and maintenance costs periodically -- at least annually. Consider replacing or
     terminating units either with high annual operating and maintenance costs or marginally
     adequate. Compare such units’ continued operation to the community support housing supply.
     Use current housing market data in this latter evaluation to ensure noting changes in local
     housing quantity and type.

8.   Cost Saving. Using housing efficiently is critical to effective cost management. Reducing
     operating and maintenance expenditures while increasing housing assets’ use reduces BAH and
     ISSA payments. Because of squeezed operating and management funds in many areas, cost-
     saving actions are extremely important. Commands responsible for maintaining housing must
     reduce maintenance and repair time during occupancy changes to ensure prompt availability of
     units for assignment. Commands that assign and maintain housing should take all possible
     action to ensure at least 98 percent occupancy of units.



                                       5-5
                                         Contents                 Index



D.   Inspections.

     1.    Authority.

           a.       Government-owned Housing. 10 U.S.C. 2775 and 14 U.S.C. 93(e) contain authority to
                    inspect government-owned housing.

           b.       Coast Guard-Leased Housing. 14 USC 475, 10 USC 2775, 14 USC 93(e), and 49 CFR
                    1.46 (o) contain authority to inspect Coast Guard-leased housing.

     2.    Purpose. To maintain quarters in sound condition for Coast Guard members, minimize damage
           by checking for structural flaws, monitor proper maintenance so quarters are clean and
           adequate for occupancy, and ensure they and their immediate surroundings do not contain
           unsafe conditions.

     3.    Policy. Area Housing Authorities, Local Housing Authorities, or their authorized
           representatives conduct all regular inspections listed below. The Housing Authority also must
           inspect owned or leased housing "for cause" to ensure tenants meet occupancy regulations.
           Inspectors will use a Quarters Condition Inspection Report, AF Form 227, Enclosure (5), or an
           equivalent at each inspection. Housing inspectors who, during their inspection, observe or
           suspect neglect and/or abuse of a family member shall report such instances to the unit
           Commanding Officer or Family Program Administrator (FPA). All housing inspectors should
           seek training from their local FPA to help identify and respond to abuse or neglect situations.
           At a minimum, all housing inspectors shall be familiar with the Family Advocacy Program,
           COMDTINST 1750.7 (series).

     4.    Family Housing Inspections.

           a.       Prelease Inspection (Leased Housing Only). LHOs shall conduct a pre-lease inspection
                    to determine the quarters' material condition before negotiating a residential lease. Use a
                    Quarters Condition Inspection Report modified to reflect this type of inspection. The
                    lessor shall sign the inspection form and receive a copy.

           b.       Preassignment (Check-in) Inspection. When notified of a housing unit's availability,
                    applicants shall accompany the inspecting officer on a preassignment inspection. The
                    inspector shall complete a Quarters Condition Inspection Report and allow the applicant
                    to list on it any disagreement with the inspecting officer’s condition ratings before the
                    applicant signs it. If applicable, also complete a Family Housing Furniture Inventory.
                    The inspector shall counsel applicants on areas of tenant responsibilities summarized
                    below and in Section 6.E. Area and Local Housing Authorities are encouraged to
                    document completing Steps (1) through (5) below.

                (1)       Care of property and safety considerations;

                (2)       Operation of government-provided equipment;

                (3)       Energy Conservation. See Section 5.E.4 of this manual.



                                                5-6
                                Contents                  Index



               (4)    Local housing regulations; and

               (5)   BAH overpayment and repayment. Stress the tenant repays any BAH overpayment
                     caused by pay-processing lag time.

          c.    Regular Inspection. Regularly inspect within 12 months of initial occupancy and at least
                every 12 months thereafter.

          d.    Pretermination Inspection. Conduct a pre-termination inspection NLT 30 days before the
                tenant's actual departure date. Tenants shall accompany the inspector unless operational
                commitments prevent them. Complete a Quarters Condition Inspection Report and
                inform the tenant of any conditions requiring restoration. If applicable, check the Family
                Housing Furniture Inventory against the initial occupancy inventory and, if discrepancies
                exist, inform the tenant of his or her responsibilities under Section 6.G.

          e.    Termination Inspection. Conduct a termination inspection on the tenant's departure date.
                The tenant shall accompany the inspecting officer unless operational commitments
                prevent the tenant from doing so. Reinspect the entire unit, paying particular attention to
                discrepancies noted on the pre-termination inspection Quarters Condition Inspection
                Report. If applicable, complete a Family Housing Furniture Inventory. Comply with
                Section 6.G. in handling responsibility for loss or damage.

          f.    Inspections for Cause. The LHA may inspect assigned quarters for due cause to ensure
                safety, health, and welfare.

     5.   Unaccompanied Personnel Leased Housing. Inspect quarters on each member’s occupancy and
          termination in accordance with Section 5.D.4 above. Conduct regular inspections at least once
          every 12 months.

     6.   Safety. During all housing inspections, the inspector shall be particularly alert to note safety
          deficiencies, e.g., frayed electrical wiring, worn or damaged electrical fixtures, loose or
          damaged flooring, damaged or excessively dirty cooking appliances and vent hoods, proper
          operation of smoke detectors, etc., and initiate corrective action as required. Additionally,
          inspecting officers shall ensure occupants are following the Commandant's policy on portable
          heating devices contained in Section 5.E.5., which forbids tenants to use portable fuel-fired
          heating devices in government-owned or -leased quarters. Section 5.E.5. and TABLE 8-1
          require all housing units to be equipped with one or more working smoke and carbon monoxide
          detectors.

E.   Management Procedures.

     1.   Funding. Effective October 1998, housing funding is no longer tied to housing allowances.
          All housing units are funded from AFC-01, the pay and compensation account, indexed
          annually for Cost-of-Living Adjustments (COLA) and not through recoupment of BAH. Coast
          Guard-maintained housing is funded on occupancy after Commandant (G-WPM-4) receives the
          initial occupancy reports Section 5.C.1.c. requires. Commercial or DoD-maintained housing be
          funded by contract or MIPR as part of the acquisition process.



                                            5-7
                               Contents                  Index



     a.   Housing AFC-30 is funded via the District, MLC or HQ budget model. Funding for
          Housing maintained by commercial contract is at cost as a special line item. For FY-98,
          Coast Guard-maintained housing received a Service-wide standard rate of $2,158 per unit
          for routine maintenance and $842 per unit for water, sewer, and trash. Any cost increases
          for commercial or Coast Guard-maintained housing, other than COLA, must be approved
          by Commandant (G-WPM-4) and funds provided prior to the change being implemented.

     b.   Housing AFC-30E (energy funds) is funded via the Energy budget model for all Coast
          Guard-owned family housing at the model reate of $1,500 per unit.

     c.   AFC-43 funds housing repairs costing more than $3000 for a unit of housing. It is
          funded from AFC-01 with $14.7 million ($2,940 per unit) provided to Commandant (G-
          SEC). These funds are allocated from Commandant (G-SEC) via MLC and CEU
          allocation models.

     d.   AFC-12 pays Coast Guard-built housing maintained by DoD. Commandant (G-WPM-4)
          must approve the negotiated amount before ISSA acceptance.

     e.   Housing funds do not pay for non-housing activities, including recreation facilities, e.g.,
          community centers, libraries, pools, gyms, etc.

2.   Accounting. Accurate cost accounting and allocation of Housing Program funds is critical to
     the housing program's long-term success. The Coast Guard Finance Center Standard Operating
     Procedures (FINCEN SOP), FINCENSTFINST M7000.1, and Budget Models and Spending
     Plans, COMDTINST 7132.5, provide information and guidance for Housing Program financial
     accounting.

     a.   Cost Accounting. In FY-97, Commandant (G-CFS) established unique cost centers for
          Coast Guard family housing sites and provided accounting lines allowing all units and
          AFCs, including AFC-43 projects funded by a CEU, to charge housing expenses to
          housing cost centers. FY-97 DAFIS reports indicated a need for a more diligent housing
          cost accounting effort. Many family housing sites report a 50 percent usage of housing
          funds, yet request additional funds in their spending plans, E-mails, and letters. Copies of
          housing site cost centers for specific areas are available on request from Commandant
          (G-WPM-4).

     b.   Ensuring Proper Cost Accounting.

          (1) Unaccompanied Personnel Housing. Use administrative target unit (ATU)
              accounting line. Substitute service-wide cost center 78656 for specific unit OPFAC.
              Use ATU unique program elements to identify command.

          (2) Family Housing.

               (a)   AFC-30. Substitute the housing site’s unique cost center for unit OPFAC in
                     ATU specific account line. Use object classes listed in Budget Models and
                     Spending Plans, COMDTINST 7132.5 where feasible.



                                       5-8
                            Contents                Index



              (b)      AFC-43. Use housing site unique cost center with MLCLANT, MLCPAC,
                       Training Command, or HQ unit region code as appropriate. Region unique
                       program elements provided by Commandant (G-CFS) identify the civil
                       engineering unit contracting the AFC-43 work.

          (3) Commercial Leased Housing. Commandant (G-WPM-4) provides Area Housing
              Authorities with the region P accounts and establishes funding limits: Use Service-
              wide cost center 78651 for families and unaccompanied personnel. Use AFC-11 for
              officers and AFC-12 for enlisted.

          (4) Interservice Support Agreement (ISSA); see Section 5.G. for policy and guidance:

              (a)      Coast Guard personnel occupying DoD quarters. Use the region P accounting
                       line provided by Commandant (G-WPM-4). Charge cost to Service-wide cost
                       center. Use AHA-unique program element from the FINCEN SOP,
                       FINCENSTFINST M7000.1. Use object class 2521 to indicate DoD contract
                       service.

              (b)      DoD personnel occupying Coast Guard quarters. Use region P accounting line
                       provided by Commandant (G-WPM-4). Credit cost to housing site cost center.
                       Use AHA-unique program element from the FINCEN SOP, FINCENSTFINST
                       M7000.1. Use object class 2521 to indicate DoD contract service.

              (c)      Civilians occupying Coast Guard quarters. Use region P accounting line
                       provided by Commandant (G-WPM-4). Credit cost to housing site cost center.
                       Use AHA-unique program element from the FINCEN SOP, FINCENSTFINST
                       M7000.1. Use object class 2322 to indicate non-GSA rental.

     c.   Oversight.

          (1) Area Housing Authorities shall monitor their account reports and correct errors
              weekly to ensure accurate costing to their housing accounts. Exceeding annual
              leased housing allocations is prohibited.

          (2) Commandant (G-WPM-4) will monitor housing obligations and expenditures
              quarterly by site and audit selected sites to improve targeting of housing funds.

     d.   Funding Impact. FY-00 funding will reflect housing FY-99 successes. O&M planning,
          execution, costing, and occupancy. Good stewardship requires the Coast Guard to recoup
          personnel pay and compensation funds not required for housing.

3.   Housing Expense.

     a.   Policy. Monitor and control Coast Guard housing expenses. The goal is quality housing
          for Coast Guard members at the lowest life-cycle cost. When considering using AC&I or
          AFC-43 funds, perform an economic analysis to determine whether retaining the housing
          is the most cost-effective alternative for the Coast Guard. Similarly, whenever


                                       5-9
                          Contents                  Index



     considering extensive repairs or renovations, an economic analysis should address the
     need for repair or renovation, especially in areas with older government housing units and
     an adequate supply of community housing. Improvement costs should never exceed 75
     percent of a structure’s value. See the Civil Engineering Manual, COMDTINST
     M11000.11 (series), for life-cycle cost analysis guidance.

b.   Limitations. Standards for housing maintenance of housing facilities are found in the the
     Civil Engineering Manual, COMDTINST M11000.11 (series). Qualified expenses for
     AFC-30 are found in Budget Models and Spending Plans, COMDTINST 7132.5 (series).

     (1)   Operations and Maintenance. District and MLC budget models provide adequate
           AFC-30 operations and maintenance funds for most family housing. Because sites
           vary widely by age, construction type, and required maintenance, it’s impossible to
           assign a set dollar value to yearly O&M cost. In general, the average for routine
           AFC-30 O&M costs is about $6,000 annually; no single unit should exceed
           $10,000 annually. Where O&M costs exceed this limit, Area Housing Authorities
           shall request the responsible ISC to investigate alternatives, including divesting
           government housing. The expense guidelines below are appropriate for all housing
           sites. To comply with Section 5.E.2, supplies and services funded under this
           standard must directly support family housing units; charge them to the housing site
           cost center.

     (2)   Allowable O&M budget model standard expenses:

           (a)   AFC-30 Maintenance: Preventive maintenance; repair service orders; change
                 of occupancy maintenance; appliance replacement; grounds maintenance and
                 unique contract items (e.g., school bus service) in locations with exclusive
                 federal jurisdiction.

           (b)   AFC-30 Utilities: Water, sewer and trash.

           (b)   AFC-30E Energy: Electricity, fuel oil and gas (LP or natural).

           In accordance with Section 5.E.2, supplies and services funded with this standard
           will be charged to the housing site cost center and must be used in direct support of
           family housing units.

     (3)   Housing site expenses not chargeable to O&M budget model standard funds:
           Security contracts (special contract line item in ATU budget); Police and fire
           protection (special contract line item in ATU budget); repair or maintenance of
           non-housing buildings (e.g, community centers, libraries) (funded in ATU facility
           square footage); operating costs of recreation facilities (e.g., lifeguards, equipment
           and chemicals for swimming pools; judges and referees for sporting events shall be
           funded with MWR funds and/or user fees)

     (4)   Improvements. Improve family housing to the minimum necessary to meet modern
           local adequacy standards and comply with the Coast Guard's policy of lowest life-
           cycle cost. CEU Commanding Officers shall include a life-cycle cost analysis as


                                 5-10
                             Contents                 Index



                part of the planning process for any improvement costing more than $15,000 per
                unit.

     c.   Long-Term Planning Factors. Future requirements for Coast Guard housing should
          maximize using adequate community-based housing and seek to divest unneeded
          housing. Plans for essential housing should always consider life-cycle cost-effectiveness
          in the decision framework for rehabilitation and improvements. Historically, long-term
          planning has not always included realistic infrastructure replacement costs. In addition to
          life-cycle costs, long-term plans should address:

          Suitability for intended use, including operational needs; safety requirements;
          environmental concerns, both on-site and adjacent off-site.

4.   Utility Conservation.

     a.   Responsibility. Housing officers are responsible for energy conservation, education, and
          enforcement in Coast Guard housing.

     b.   Conservation. On admission to Coast Guard housing, brief occupants on ways to
          conserve energy, the importance of conservation, and the command's policies on energy
          abuse.

     c.   Records of Utility Usage. Housing officers shall maintain records of utility usage at all
          housing sites. Master meter readings can be taken monthly or quarterly. If the same
          information is available from utility bills, housing officers may use them to provide the
          consumption figures. Use the information to:

          (1)   Assess the energy efficiency of a building or group of buildings. Plan retrofit
                projects that would improve efficiency.

          (2)   Isolate housing from other energy usage and locate any energy losses.

          (3)   Increase energy use accountability.

          (4)   Decrease energy use in housing by encouraging and enforcing conservation.

     d.   Monthly Readings. Take monthly readings of all individually metered utilities, if this
          information is not available from utility bills. Inform occupants of all individually
          metered units of their actual utility usage. Employ one or more of these methods to
          evaluate utility usage:

          (1)   Compare current with past utility use in the same housing unit. This method
                necessitates a good amount of historical data and takes degree-days into account,
                but does identify the member whose utility use is out of line.

          (2)   Compare utility use in Coast Guard-owned housing with utility use averages from
                similar community housing. Local utility companies usually can provide this data.
                While this is probably the simplest method of comparison, it is also the least


                                        5-11
                               Contents                 Index



                precise and requires a greater margin for error. This method usually is used in
                Coast Guard-leased housing.

          (3)   Compare utility use in one Coast Guard-owned housing unit with others of similar
                size and type. This method is more suitable for housing sites having a relatively
                large number of Coast Guard-owned units.

          (4)   Compare utility use in Coast Guard-owned housing units by size and type with
                standards or standard ranges established by energy audits (many utility companies
                offer this service) or private contract. The audits provide seasonal base lines for
                usage and guidelines on conservation and specific conservation improvements.

     e.   Determining Excessive Use. Establish levels based on knowledge and comparison
          method for low, average, above average, and excessive use.

     f.   Enforcing Utility Conservation.

          (1)   Inform members in writing, whose utilities use is determined excessive. Notify the
                member in the initial letter that the utility use is excessive and warn about
                occupancy termination if excessive use continues. Conduct an energy audit. Work
                with the member and offer ideas about conservation.

          (2)   If excessive use continues, terminate the member’s occupancy of quarters in
                writing. The letter should state despite reasonable notice, the member continued to
                abuse utility usage. At the AHO's discretion, before ending occupancy, the LHO or
                HR may write a second notice warning the member of possible occupancy
                termination if excessive use continues.

          (3)   Maintain a file documenting all telephone calls, visits, counseling sessions, and
                copies of letters to the member.

          (4)   Commands may refuse occupancy of Coast Guard housing to members previously
                terminated for failure to exercise energy conservation.

     g.   Incentive Program. Implement an incentive program to reward members who conserve
          energy. Competitions among housing areas or buildings could serve as the basis for such
          a program.

5.   Safety Considerations. Housing officers must be aware of relevant safety programs and make
     every effort to safeguard housing occupants, as well as the considerable assets represented by
     owned and leased housing units. Promptly furnish tenants with all reasonable information on
     present or potential hazards to allay unfounded rumor. Contact the Maintenance and Logistics
     Command, Safety and Environmental Health Branch, Commandant (KSE) for assistance with
     such hazards. These are some obvious non-construction hazards recognized in Section 6.E.1.j.
     as proper subjects of occupancy regulations:

     a.   Storing Dangerous Materials. Housing and housing storage areas must be free of
          combustibles, explosives, toxic, or other dangerous materials.


                                      5-12
                          Contents                  Index



     b.   Use of Portable and Baseboard Heaters. No kerosene or other portable, unventilated,
          fuel-fired heaters permitted in Coast Guard-leased or -owned housing. Occupants must
          comply with manufacturer's instructions when using portable or electric baseboard
          heaters and may NEVER put such heaters near flammable objects.

     c.   Pesticide Control. Trained, state-certified personnel shall perform all pesticide control
          applications according to recognized procedures.

     d.   Fireplaces and Wood Stoves. Regularly inspect units equipped with operating fireplaces
          or wood-burning stoves to ensure safe operation. Clean them before each heating
          seasonor more often, if necessary.

     e.   Smoke Detectors. All housing units shall be equipped with one or more working hard-
          wired smoke detectors with battery backup on each floor.

     f.   Carbon Monoxide (CO) Detectors. Certain housing units shall be equipped with CO
          detectors on all living levels and centrally located outside each separate sleeping area.
          See Section 5.E.7.

     g.   Environmental Risk Assessment. Commandant Instruction 6260.1 (series) establishes a
          safety and health risk assessment standard and specifies responsibilities for identifying,
          evaluating, and managing asbestos, radon, and lead risks in Coast Guard-owned housing.

     h.   Recreational Equipment. The command shall provide all residents guidance on safely
          using, storing, and protecting outdoor, privately owned recreational equipment.

6.   Enhanced Fire Protection.

     a.   Every five years or when structural problems or new acquisitions occur, housing officers
          or housing maintenance personnel shall conduct fire-protection inspections of all Coast
          Guard-owned family housing under their control. These inspections are in addition to
          required fire-safety inspections because they concern systems used to combat fires, not
          the prevention of their occurrence. Use the Fire Protection Systems Evaluation, CG
          Form 5436, Enclosure (16), to assign a score to each housing unit. Most public fire
          departments offer free inspections and training; using these resources is highly
          encouraged wherever possible.

     b.   All family housing units must obtain a minimum score of 32 points. If the minimum
          score is not met, action shall be initiated to upgrade the unit's fire protection to enable
          that unit to meet the 32-point minimum standard. If corrective action is not feasible or
          not attainable with local resources, attach the Fire Protection Systems Evaluation, CG-
          5436, to a Shore Facility Maintenance Record, CG-4094, and submit in accordance with
          the Civil Engineering Manual, COMDTINST M11000.11 (series)

     c.   Where fire extinguishers are provided, thorough training, proper maintenance,
          inspections, and proper mounting of the extinguisher shall be provided and documented.
          Occupants of Coast Guard-owned housing with installed fire extinguishers shall be given
          a fire-extinguisher orientation within 30 days after occupancy. Placards shall be placed


                                      5-13
                               Contents                  Index



          in plain view on all extinguishers indicating proper use and pointing out that
          extinguishers are a first-aid tool rather than a fire-protection system. All occupants shall
          be aware that the highest priority in any fire is to safely evacuate the building.

7.   Carbon Monoxide (CO) Detectors.

     a.   A CO detector will be installed on all living levels of Coast Guard-owned quarters and
          centrally located outside each separate sleeping area in any family housing unit which
          contains any of the following:

          (1) Appliances using fossil fuels such as natural gases, fuel oil, propane, etc.

          (2) Wood-burning fireplaces or stoves.

          (3) Direct physical contact with utility room with fossil fuel burning appliance, as in
              attached utility rooms for multi-plex units.

          (4) Attached garages with direct entry into living areas. Unfinished basements, attics,
              and crawl spaces are not considered living areas.

     b.   Detectors must meet these standards.

          (1) Detectors shall be installed in accordance with NFPA 720, Section 2.2

          (2) LED read-out with memory function;

          (3) Minimum 85-decibel audible alarm,

          (4) CO detection from 0 to 999 PPM,

          (5) Strict compliance with Underwriters Laboratories (UL) Standard 2034. Substitutions
              of these requirements are not authorized. Examples of CO detector brands meeting
              these requirements are Nighthawk, First Alert, American Sensor, and BRK
              Electronics.

     c.   For Coast Guard-owned quarters. Local Housing Authorities will use AFC-30 funds to
          initially purchase, replace, and maintain CO detectors. All Coast Guard-owned family
          quarters shall comply with these requirements by October 1, 2000.

     d.   For Coast Guard-leased quarters: AHOs are encouraged to negotiate with landlords to
          comply with the spirit of these requirements.

8.   Rent Collection. Rent must be collected for substandard or inadequate quarters which are
     occupied, and for housing units occupied by personnel of other Services (including foreign
     services) and by civilians. For military occupancy, refer to Section 6.E.2.c. Civilian
     occupancy guidance is provided in Enclosures (15). Each rental housing tenant should be
     informed at the time of initial occupancy and reminded when necessary that rents are to be paid
     promptly when due at the place specified. Decisive action should be taken when the tenant first



                                      5-14
                                Contents                  Index



          becomes delinquent to help ensure this does not become a habit. The names of all tenants who
          have failed to pay their rent within 10 working days after the first of each month should be
          reported to the commanding officer with a request for collection assistance. Continued
          delinquency requires repossession of the unit and eviction of the tenant.

F.   Diverting Housing.

     1.   Policy. It is the Commandant's policy that housing be utilized for the purpose for which it was
          acquired or constructed. Facilities constructed as family housing units or permanently
          converted to such use shall not be diverted to other than family housing use for more than 60
          days without specific approval of the Commandant (G-WPM-4). Refer to Section 9.B.2 for
          diversion of UPH, except when:

          a.    Housing has been classified by Commandant (WP) as inadequate and units are
                permanently diverted and removed from the family housing inventory in accordance with
                the findings of the board of survey. Commandant (G-WPM-4) shall be notified of such
                action so that the units(s) can be removed officially from the housing inventory.
                Inadequate public quarters which have been inactivated or diverted to non-family use
                must not be reactivated or again assigned as family housing without the approval of
                Commandant (G-WP).

          b.    Family units may not be assigned to a chaplain not otherwise entitled to family quarters
                without specific approval of Commandant (G-WP). The following are guidelines for
                these assignments:

                (1)   A determination is made by the Area Housing Authority that the specific
                      chaplain(s) cannot effectively perform counseling and guidance service in the
                      existing chapel facilities;

                (2)   Multiple occupancy is effected where there is more than one such chaplain present;
                      and

                (3)   Occupancy will be limited to quarters no larger than two bedrooms.

          c.    Housing shall not be diverted from its original use if otherwise adequate. In no event
                shall leased housing be acquired if adequate government-owned housing is available.

     2.   O&M Costs for Diverted Units. Costs for operation and maintenance of family housing units
          diverted for other than unaccompanied housing use shall not be charged against family housing
          accounts. Family quarters used by bachelors will be funded as family housing.

     3.   Requests for Commandant Approval. Requests for approval of Commandant (G-WPM-4) for
          diversions beyond 60 days will as a minimum include the following information.

          a. Building and/or unit number, type, bedroom composition, and square footage;

          b. Units’ proposed use, including sufficient data fully justifying diversion;



                                            5-15
                                     Contents                 Index



          c. Nature of current occupancy or use;

          d. Period of diversion proposed;

          e. Requirement for or experience in need or use of unit for assignment to military families; and

          f. Length and composition of all waiting lists.

     4.   Disposal of Housing. Chapter 5, of this manual for procedures to dispose of housing units.
          These include convening a board of survey to determine whether housing should be reported as
          excess to Coast Guard requirements. Provision for screening of property declared excess is
          also included. Excess Coast Guard property may be reported to GSA for disposal. Under
          certain conditions, an exchange of excess housing units for other property may be feasible.
          Guidance concerning the exchange process is found in Chapter 2 of this manual. The Coast
          Guard's policy is that land exchanges involve only parcels of equal value. Units removed from
          the Family Housing Inventory by exchange or by declaration to GSA as excess property receive
          no further financial support. Upon disposal, take steps to return O&M monies (AFC-30) and
          AFC-43 to Headquarters. See Section 6.A.3.b.(9). Consideration should be given to disposing
          of family quarters where one or more of the following circumstances prevail:

          a. Quarters are underutilized or are not being utilized for their intended purpose.

          b. Quarters are inadequate and cannot economically be repaired to meet housing standards;

          c. Quarters cannot be effectively diverted to another use, including unaccompanied personnel
             housing (UPH), recreational quarters, etc., and

          d. Operational activities in the area have ceased with no approved replacement activities.

G.   Housing Interservice Support Agreements (ISSA).

     1.   Background. Coast Guard personnel benefit from the use of DoD housing resources. On a
          much smaller scale, DoD personnel benefit from using Coast Guard housing resources. Prior to
          the creation of the Coast Guard Finance Center, payment for these services from DoD was
          managed and executed by District accounting divisions.

     2.   Policy.

          e. Adequate and available Coast Guard-owned family and unaccompanied personnel housing
             MUST be fully occupied before seeking access to DoD housing resources.

          f. ISSA costs shall be reasonable, i.e., and less than other adequate housing alternatives’.
             Knowing the prospective occupants’ average BAH before negotiating with DoD housing
             sites will help ensure this. In most cases, DoD will accept occupants’ BAH as payment.

          g. Area Housing Authorities are responsible to perform ISSA management functions as
             outlined below and detailed in enclosure (2). Negotiate and prepare ISSAs for Coast Guard
             personnel living at DoD sites and prepare ISSAs where DoD personnel live at Coast Guard


                                             5-16
                           Contents                 Index



          housing sites. Approve DoD MIPRs for payment to the Coast Guard and prepare MIPRs
          for Coast Guard payment to DoD. Coordinate MIPR actions by requesting the FINCEN
          pay or bill DoD as appropriate. Verify accurate occupancy for billing or payment to DoD.
          Review quarterly expenditures to enable timely de-obligation of excess MIPR funds before
          the end of the fiscal year.

3.   Funding.

     a.     Effective October 1998, funds authorization limits for ISSAs are allocated to AHAs
            annually by letter from Commandant (G-WPM-4). Without this authorization, AHAs
            may not enter into housing ISSAs.

     b.     Any obligations against approved MIPRs will be limited to funds necessary to meet
            annual ISSA projections. Any increase in MIPR or requisition obligations exceeding 10
            percent of total approved obligations shall be pre-approved by Commandant (G-WPM-4).
            Minimize obligations by conservatively estimating average occupancy. For example, if
            there are normally between 50 and 100 Coast Guard members on a DoD installation for
            six months, use 75 for an occupancy estimate on the MIPR for obligation purposes. This
            will minimize the need to de-obligate funds at the end of a fiscal year.

4.   ISSA Management Reports and Files.

     a.     ISSA management reports are required quarterly. Mail or fax reports to Commandant
            (G-WPM-4) by the 15th day for the previous month. Contact Commandant (G-WPM-4)
            for additional guidance. Reports shall include:

            (1) Coast Guard at DoD Site. Number of DoD units occupied (partial month occupancy
                counts as occupancy) by Coast Guard members; amount of ISSA funding expended
                from MIPR or requisition during the quarter; total ISSA funding expended in the FY;
                and projection considering increased/decreased Coast Guard occupancy for
                remainder of FY.

            (2) DoD at Coast Guard Site. Number of Coast Guard units occupied by DoD members;
                amount of AFC-12 credited to region P program element during the quarter; total
                AFC-12 credited to region P program element in the FY and projection of credits
                based on increased/decreased DoD occupancy for remainder of FY.

     b.     AHAs shall maintain detailed files on each ISSA site and track ISSA occupancy and cost
            just as they track commercial leased housing.




                                      5-17
                                Contents                     Index




       TABLE 5-1. STANDARDS FOR UTILIZATION OF FAMILY HOUSING

                                                                      Standard or Average
                                                                     Number of Days to Fill
Code              Reasons for Vacancies by Category                      Vacant Units

 A     Normal change of occupancy                                           2 days

 B     Vacancy period due to shortage of materials and/or                   5 days
       funding

 C     Vacancy period due to shortage of manpower                            5 days

 D     Vacancy period due to major repairs or renovation                    5 days

 E     Vacancy period due to no applicants

 F     Units reserved for incoming PCS member                               10 days

 G     Units reserved for eligible onboard member                           30 days

 H     Quarters reserved for key personnel per Section 6.D.3.a.             90 days

 I     Unit available but does not meet listed applicants’
       requirements

 J     Inadequate quarters, deactivated and awaiting
       disposition. Unit is still on housing inventory




                                        5-18
                           Contents              Index



CHAPTER 6    HOUSING OCCUPANCY

SECTION A.   GENERAL
        1.   Purpose………………………………………………………………..                                 6-1
        2.   Scope………………………………………………………………….                                   6-1
        3.   Responsibilities………………………………………………………                             6-1
             a. Commandant (G-WP)……………………….…………………….                           6-1
             b. Area Housing Authorities..……………………………………….                     6-1
        4.   Policy………………………………………………………….……….                                 6-2
        5.   Definitions……………………………………………………………..                              6-2
             a. Authorized Certifying Officer (ACO)…………………………….                6-2
             b. Assignment……………………………………………………….                               6-2
             c. Basic Allowance for Housing (BAH)……………………………..                 6-2
             d. Civilian Employees………………………………………………..                         6-2
             e. Command Quarters...........................……………………………..       6-2
             f. Community Housing.........................…………………………..….       6-2
             g. Condition Ready for Immediate Reassignment.……………….….           6-3
             h. Diversion (Permanent)......................………………………………        6-3
             i. Diversion (Temporary)......................………………………….….       6-3
             j. Effective Date of Assignment..............……………………………          6-3
             k. Excess Housing.............................………………………………..      6-3
             l. Family Housing.............................………………………………..      6-3
             m. Flag Quarters..............................………………………………….      6-3
             n. Inadequate (Substandard) Public Quarters...………………………           6-3
             o. Interservice Support Agreement (ISSA)......……………………..          6-3
             p. Living Unit….............................………………………………….        6-3
             q. Officers...................................…………………………………….     6-3
             r. PMIS.......................................……………………………………      6-3
             s. Physically Vacated.........................…………………………….….      6-3
             t. Public Quarters............................…………………………………       6-3
             u. Quarters for the Physically Challenged.....…………………….….         6-4
             v. Rental Housing.............................…………………………………       6-4
             w. Secretary..................................……………………………………      6-4
             y. Tenant Occupancy Instruction...............……………………….….        6-4

SECTION B.   HOUSING ADEQUACY
        1.   Policy.........................................……………………………………….   6-4
        2.   General Standards..............................………………………………….     6-4
             a. Location...................................…………………………………….     6-4
             b. Site.......................................……………………………………….    6-4
             c. Family Housing.............................…………………………………       6-5
             d. Commuting Time.............................………………………………        6-5
        3.   Inadequate Housing.............................…………………………………      6-6
        4.   Declaration of Inadequate Quarters.............……………………………        6-6




                                   6-i
                              Contents              Index



SECTION C.   DESIGNATING QUARTERS
        1.   Policy.........................................……………………………………….   6-6
        2.   Civilian Designation...........................…………………………….…..    6-6
        3.   Quarters for the Physically Challenged.......……………………………          6-6
        4.   Redesignation.............…………………………….......……………….               6-6

SECTION D.   ASSIGNING QUARTERS
        1.   Policy.........................................……………………………………….   6-7
             a. Assignment Basis…………………………………………………                            6-7
             b. Assignment Guidelines......................…………………………….        6-7
             c. Overseas and Isolated Stations............…………………………….         6-7
             d. Special Assignment Categories………………………………...….                 6-8
             e. Holding Quarters Vacant...................………………………….….        6-8
        2.   Eligibility....................................………………………………….….   6-8
             a. Dependents.................................………………………………….      6-8
             b. Persons Other Than Dependents............…………………………            6-8
             c. Divorcing or Separating Members............……………………….          6-9
        3.   Priorities.....................................………………………………………    6-10
             a. Key and Essential Personnel...............………………………….…         6-10
             b. Overseas Areas.............................………………………………..      6-10
             c. Other Circumstances........................……………………………..       6-10
        4.   Assignment Criteria...........................……………………………..…..    6-10
             a. Bedroom Requirements.......................……………………………         6-10
             b. Physically Challenged Dependents...........………………………..         6-10
             c. Hardship Cases.............................…………………………………       6-11
             d. Type of Quarters Assigned..................……………………………         6-11
             e. Tenure of Occupancy.......................………………………………         6-11
        5.   Assigning Non-Active Duty Coast Guard Personnel………………….           6-11
             a. Foreign Officers..........................…………………………………        6-11
             b. Personnel of Other Military Services...…………………………..            6-11
             c. Reimbursing Operations and Maintenance....………………….….           6-12
             d. Civilian's Rent and Charges............………………………………            6-12
        6.   Mandatory Assignments..........................………………………………       6-12
             a. Time Allowance for Other Occupancy Agreements………………            6-12
             b. Previous Commitments.......................…………………………….        6-12
             c. Unit Records...............................………………………………….      6-12
             d. Hardship Cases.............................…………………………………       6-12
        7.   Application Procedures.........................……………………………….      6-12
             a. Mandatory Occupancy........................…………………………….        6-13
             b. Optional Occupancy.........................………………………………        6-13
             c. Scarce or Limited Coast Guard-Owned Quarters………………….           6-13
             d. Personal Reasons...........................………………………………..      6-13
        8.   Waiting List Procedures........................………………………………..     6-13
             a. Types of Waiting Lists....................……………………………….        6-13
             b. Control Date...............................…………………………………..     6-14
             c. Refusal of Assigned Quarters...............……………………………         6-14
             d. Posting of Waiting Lists...................………………………………        6-14


                                   6-ii
                              Contents                  Index



              e. Updating of Waiting Lists..................………………………….….                 6-14
              f. Transfer to Another Waiting List...........………………………….                   6-14
              g. DoD Waiting Lists........……..…………………………………….                             6-14
        9.    Assignment Duration ..........................………………………………..                6-14
        10.   Entitlement to Basic Allowance for Housing (BAH)………………….                    6-15
        11.   Excess Housing.................................…………………………………..              6-15
              a. Assignment Procedures.....................…………………………..….                 6-15
              b. Assignment Priorities......................……………………………….                 6-15
        12.   Assigning Mobile Home Spaces...................…………………………..                 6-15

SECTION E.    OCCUPANCY
        1.    General........................................………………………………….…..            6-16
              a. Sign Receipt Statement....................……………………………….                  6-16
              b. Maintenance................................………………………………….                6-16
              c. Change in Status...........................…………………………………                 6-16
              d. Notice of Intent to Vacate.................………………………………                  6-16
              e. Community Services and Prohibited Items....………………….….                    6-16
              f. Standards of Conduct.......................……………………………….                 6-16
              g. Government Property........................………………………………                  6-16
              h. Occupants' Property........................……………………………….                 6-16
              i. Inspection.................................……………………………………                6-16
              j. Energy Conservation........................……………………………….                 6-16
              k. Safety Considerations......................……………………………….                 6-17
              l. Recreational Equipment.....................……………………………..                 6-16
        2.    Optimum Occupancy..............................………………………………                 6-17
              a. Temporary Occupancy........................……………………………..                 6-17
              b. Occupancy of Public Quarters by More than
                  One Family and Guest Visitation Privileges.……………………..                   6-17
              c. Military Occupancy of Inadequate Public Quarters....................….   6-17
              d. Subletting.................................……………………………………                6-18
              e. Government's Liability to Occupants........………………………..                   6-18
              f. Change in Occupancy Status.................…………………………..                  6-18

SECTION F.    TERMINATING PUBLIC QUARTERS AND
              RENTAL HOUSING ASSIGNMENT
        1.    Terminating Assignment to Family Housing.......…………………….                    6-18
              a. Change of Duty Station.....................……………………………..                 6-18
              b. Loss of Dependents........................…………………………….….                 6-18
              c. Unauthorized Absence……………………………………………                                    6-18
              d. Personal Conduct...........................…………………………….….                6-19
              e. Occupant's Request.........................………………………………                  6-19
              f. Revocable Agreement (ISSAs, MOUs, etc.)....……………………                      6-19
              g. Expiration of Maximum Tour.................………………………….                   6-19
              h. Member's Death............................…………………………………                  6-19
              i. Other Cases................................……………………………….….               6-19
        2.    Exceptions....................................………………………………………               6-20



                                       6-iii
                                 Contents                    Index



        3.   Notice of Termination..........................…………………………………. 6-20
             a. Notice of Impending Transfers and Separations……………….…. 6-20
             b. Maintenance and Repair....................……………………………... 6-20
             c. Pretermination and Termination Inspection.………………………. 6-20
             d. Cleaning of Quarters......................…………………………….…. 6-21
             e. Issuance of Notification of Termination...……………………..…. 6-21
             f. Disposition of Personal Household Effects.……………………… 6-21
        4.   Failure to Vacate.............................……………………………….…… 6-21
        5.   Postponement...................................…………………………………… 6-21
             a. Overseas Transfers.........................………………………………. 6-21
             b. Occupant's Healths........................……………………………….. 6-21
             c. School-Age Children........................…………………………….. 6-21
             d. Deceased Service Member....................………………………….. 6-21
             e. Other Conditions...........................……………………………….. 6-22
        6.   Repossession of Rental Units...................…………………………….. 6-22
        7.   Eviction......................................………………………………………. 6-22

SECTION G.   LIABILITY FOR DAMAGE OR LOSS
        1.   Policy.........................................……………………………………… 6-22
        2.   Authority......................................…………………………………….. 6-23
        3.   Definitions....................................…………………………………….. 6-23
             a. Abuse......................................……………………………………. 6-23
             b. Area Housing Authority.....................……………………………. 6-23
             c. Cost.......................................……………………………………… 6-23
             d. Damage.....................................…………………………………… 6-23
             e. Gross Negligence...........................…………………………….…. 6-23
             f. Inspector or Inspecting Officer............……………………………. 6-23
             g. Limitation of Liability....................…………………………….…. 6-23
             h. Local Housing Authority....................…………………………….. 6-24
             i. Member....................................……………………………………. 6-24
             j. Negligence................................………………………………..….. 6-24
             k. Quarters...................................…………………………………….. 6-24
             l. Settlement Authority.......................………………………………. 6-24
        4.   Procedures.....................................…………………………………….. 6-24
             a. Overview...................................…………………………………… 6-24
             b. Inspection Reports.........................………………………………… 6-24
             c. Local Housing Authority Involvement........………………………. 6-25
             d. Appeal, Waiver, or Compromise..............………………………… 6-26
             e. Remission of Indebtedness..................……………………………. 6-27
             f. Disposition of Reimbursements..............………………………….. 6-27
             g. Unresolved Damages.........................………………………….….. 6-28
TABLE 6-1    Equivalent Military and Civilian Pay Grades…………………………... 6-29
TABLE 6-2    Assigning Family Housing to Military Personnel.............................…… 6-30
TABLE 6-3    Minimum Bedroom Requirements...............……………………………. 6-31
TABLE 6-4    Eligibility Date for Assigning OverseasFamily Housing......................... 6-32
TABLE 6-5    Rules for Terminating Family Housing Occupancy................................. 6-33



                                        6-iv
                                 Contents                  Index




CHAPTER 6. HOUSING OCCUPANCY

A.   General.

     1.   Purpose. This Chapter sets forth policy and criteria for adequacy, designation, assignment,
          occupancy, and termination of family housing. This guidance intends to achieve equity for
          military and civilian personnel in assignment to housing units and ensure uniformity and
          optimum use of all family quarters.

     2.   Scope. This Chapter applies to administering all types of Coast Guard-controlled family
          quarters, including those obtained through the Family Leased Housing Program.

     3.   Responsibilities. Responsibility for providing and administering family housing facilities and
          for executing family housing programs within the Coast Guard is as follows:

          a.    Commandant (G-WP).

                (1)   Appraises effectiveness of housing assignment and designation policy set forth
                      herein.

                (2)   Designates flag and command quarters.

                (3)   Maintains a current inventory of Coast Guard-owned housing resources.

                (4)   Approves assigning flag officers to quarters not specifically designated as flag
                      quarters.

                (5)   Declares owned quarters "inadequate".

                (6)   Establish and determine AHA area jurisdiction.

          b.    Area Housing Authorities. Within their respective areas AHAs will:

                (1)   Implement policies established by Commandant;

                (2)   Maintain adequate control over housing administration to ensure all housing under
                      their cognizance is used efficiently and complies with the policies established by
                      the Commandant;

                (3)   Designate or redesignate categories of quarters other than flag and command
                      quarters;

                (4)   Ensure local assignment practices are equitable and consistent;

                (5)   Approve designations of key and essential personnel who must live on-station
                      because of operational necessity;

                (6)   Promulgate local assignment policy. AHA's may delegate this responsibility to


                                                   6-1
                              Contents                 Index



                local housing authorities, but at a high-enough level of authority to ensure
                consistent policy and decisions in a common geographic area. AHAs may delegate
                housing policy implementation and administration to housing officers;

          (7)   Issue additional guidance, if necessary, and forward one copy, including any
                changes, to Commandant (G-WPM-4);

          (8)   Advise Commandant (G-WPM-4) of initial occupancy of newly acquired housing
                per Section 5.C.1.c.;

          (9)   Notify Commandant (G-WPM-4) when housing units are vacated if intending to
                declare them excess or otherwise remove them from the active housing inventory;

          (10) Through HMIS advise Commandant (G-WPM-4) of any change to the Coast
               Guard-owned Housing Inventory;

          (11) Establish and determine LHA unit jurisdiction.

          (12) Approve individual (policy) exemptions.

4.   Policy. Use consistent and equitable designation and assignment practices throughout the
     Coast Guard. Use family housing assets so that the limited number of Coast Guard-controlled
     housing assets will make the maximum contribution to the mission of the Coast Guard and the
     welfare and morale of its personnel. In general, all Coast Guard military personnel will be
     afforded equal opportunity for assignment to family housing, compatible with available assets
     and with due consideration for grade, billet, and family size. Refer to Section 1.A.3.B.

5.   Definitions. These definitions apply to words or phrases used throughout this Chapter:

     a.   Authorized Certifying Officer (ACO). A designated official responsible for certifying
          the correctness of documents about expenditures of public funds.

     b.   Assignment. Action taken in writing to confer on a person the right to occupy a specific
          family housing unit.

     c.   Basic Allowance for Housing (BAH). Monetary allowance in kind in lieu of quarters.

     d.   Civilian Employees. Coast Guard civilian employees paid from appropriated or
          nonappropriated funds.

     e.   Command Quarters. Quarters Commandant (G-WP) has specifically designated for
          occupancy by commanding officers (O-6) of major shore installations with
          representational requirements. Maintaining and Supporting Special Command, Flag, and
          Command Quarters, COMDTINST 11103.1A (series), lists the Coast Guard’s Command
          Quarters and their support requirements.

     f.   Community Housing. Adequate privately owned housing located within a travel time of
          not more than two hours per round trip by automobile or public transportation of the


                                             6-2
                       Contents                  Index



     member's duty station and available for nonrestrictive occupancy by military personnel

g.   Condition Ready for Immediate Reassignment. Acceptance by the housing authority
     ends the assignment and relieves the occupant of responsibility for the quarters. The
     assignment must terminate after the occupant physically vacates the quarters.

h.   Diversion (Permanent). When authorized by Commandant (G-WPM-4), use of family
     housing space or facilities for other purposes, including reclassification of real property.
     Permanent diversion results in removal of affected units from the housing inventory.

i.   Diversion (Temporary). When authorized by the cognizant area housing authority,
     temporary use of family housing space or facilities for other purposes, for periods not
     exceeding 60 days, with definite plans for such space or facilities to revert to family
     housing use. Temporary diversion does not result in the removal of affected units from
     the housing inventory.

j.   Effective Date of Assignment. The actual date of acceptance to or occupancy of
     government-controlled housing. Acceptance may be considered the date on the original
     application on which the member previously advised the Housing Officer they wish to
     occupy government-owned or leased housing.

k.   Excess Housing. Quarters not needed to meet the immediate requirements of eligible
     personnel assigned to a particular installation or area.

l.   Family Housing. Housekeeping-type living accommodations owned or controlled by the
     Coast Guard and assigned to military or civilian personnel with dependents.

m. Flag Quarters. Quarters Commandant (G-WP) has designated for occupancy by flag rank
   officers. Maintaining and Supporting Special Command, Flag, and Command Quarters,
   COMDTINST 11103.1A, (series) lists the Coast Guard’s Flag Quarters and their support
   requirements.

n.   Inadequate (Substandard) Public Quarters. Quarters so designated by the Secretary in
     accordance with 14 USC 475(b).

o.   Interservice Support Agreement (ISSA). An agreement between the Coast Guard and
     another Federal or state government agency for a specific purpose or service.

p.   Living Unit. Coast Guard-owned housing unit.

q.   Officers. Commissioned Officers (W-1 through O-10).

r.   PMIS. Personnel Management Information System.

s.   Physically Vacated. The member has departed from the housing unit, there are no
     household goods in it, and the housing officer has the housing unit’s keys.

t.   Public Quarters. Any type of living accommodations owned or leased by the Coast


                                         6-3
                                     Contents                  Index



               Guard and provided to military personnel in lieu of an allowance for quarters.

          u.   Quarters for the Physically Challenged. Designated quarters which are accessible or
               capable of being made accessible to members’ physically challenged dependents.

          v.   Rental Housing. Inadequate housing for which the occupant pays a rental charge in lieu
               of forfeiting BAH; see Section 6.A.5.c.; also military family housing occupied by
               civilians or foreign officers.

          w. Secretary. Secretary of Transportation.

          x.   Tenant Occupancy Instruction. Area and local housing policy guidance given each
               housing tenant on occupancy

B.   Housing Adequacy.

     1.   Policy. To the extent funds permit and subject to congressional authorization, it is Coast
          Guard policy to provide Coast Guard-controlled, adequate family housing for eligible
          personnel permanently stationed in areas where dependents are permitted. Such family
          housing must meet established adequacy standards outlined in OMB Circulars A-11 and A-45
          (revised), Enclosures (10) and (15), and this Section. To the maximum extent practical, the
          Coast Guard will encourage its members to rent or buy quarters meeting adequacy criteria

     2.   General Standards. Use the below standards as general guidance on housing adequacy.
          Commandant (G-WPM) will review these planning determinations as needed. When
          reviewing existing quarters or planning to acquire or construct new ones, use good judgement
          in interpreting the extent to which to apply these standards. Unless critical, a single defect is
          not considered cause to declare an existing living unit inadequate.

          a. Location. Family housing units must be located away from firing ranges, ammunition
             storage areas, active aircraft runways or extensions, troop areas, sewage disposal facilities,
             refuse and waste dumps, industrial exhausts, stagnant swampy tracts producing
             objectionable odors, industrial facilities, regularly scheduled railroads, or any other source
             of objectionable noise, odors, and health or safety hazards to residents. If living units’
             location results in persistent annoyance or hazard, housing officers will cite this fact in
             requesting a determination quarters are inadequate.

          b. Site.

               (1)   Drainage. The site should provide suitable drainage and soil stabilization.

               (2)   Access. The site should have suitable roadways, walks, and steps for convenient
                     access to living units.

               (3)   Parking. The site should have parking space for 2.5 cars for each family housing
                     unit by an off-street driveway adjacent to the unit, on-street parking space, or a joint-
                     use central parking area; the latter two should be reasonably accessible to the unit.



                                                    6-4
                       Contents                Index



c.   Family Housing.

     (1) Construction. A unit must be a complete dwelling with private entrance, bath, and
         kitchen for the occupants’ sole use and so arranged tenants can enter the kitchen and
         at least one bathroom without passing through bedrooms. Units must be structurally
         sound and free from potential hazards to the occupants. The buildings exterior
         surfaces and habitable room interior surfaces, including floors and ceilings, shall be
         appropriately finished.

     (2) Design. Housing units’ design shall conform to the Civil Engineering Manual,
         COMDTINST M11000.11(series). Generally, Coast Guard family housing meets
         Department of Housing and Urban Development (HUD) standards.

     (3) Net Floor Areas. Use the net floor areas shown in Enclosure (15) as a guide in
         determining the adequacy of the space provided in housing units. Only in unusual
         circumstances will housing units be declared inadequate solely because to
         insufficient space only in unusual circumstances.

     (4) Bathrooms. Use Table 1 in Enclosure (15) as a guide when determining the
         minimum number of bathrooms.

     (5) Kitchen. The unit shall contain a range with oven and refrigerator, both of a size
         appropriate to the number of bedrooms in the unit.

     (6) Services and Equipment. Each family housing shall provide the following:

         (a) A continuing supply of safe, potable water;

         (b) Adequate sanitary facilities and sewage disposal;

         (c) Heating facilities adequate to provide healthful, comfortable living conditions;

         (d) Hot water in sufficient quantity for installed plumbing fixtures. Appropriate
             utility space and hookups for a clothes washing machine shall be provided in
             each housing unit, or in community-type laundry facilities convenient to the
             housing unit; and

         (e) Electrical service adequate to accommodate major appliances and normal
             household uses.

     (7) Condition. Family housing units shall be in a good state of repair inside and outside,
         including essential equipment and facilities, and shall be weathertight. Occupants
         will maintain the grounds, roads, driveways, sheds, and all common facilities,
         including recreation areas.

d. Commuting Time. Quarters must be located not more than two hours per round trip by
   automobile or public transportation from the member's duty assignment.



                                        6-5
                                    Contents                   Index



     3.    Inadequate Housing. OMB Circular A-45, Enclosure (15), and Section 6.B.2. contain general
           housing adequacy criteria. In addition, changed physical or environmental conditions may
           affect the continued adequacy of housing units for use as public quarters. Examples of such
           conditions include accelerated deterioration resulting from age, deferred maintenance, the
           affects of disaster, objectionable industrial and ground or air traffic noise, air pollution
           endangering occupants' health and safety, contaminated water supplies, and, in the case of
           newly acquired housing, the need for preliminary repairs and improvements.

     4.    Declarating Quarters Inadequate. Authority to declare public quarters inadequate lies in 14
           USC 475(b) with a delegation of requisite authority in 49 CFR 1.46(o). If it is determined
           family quarters do not constitute adequate family housing, the local command shall initiate an
           improvement project(s) per Section 4.C.3.b. to correct the inadequacies and bring the unit up
           to adequacy standards. If it is not economical to make required improvements, the housing
           shall inactivate and report the housing as excess. To declare units inadequate for continued
           use as quarters, send a request via the chain of command to Commandant (G-WP). If facility
           structure is the basis of inadequacy, recommendations shall include a simple civil engineering
           assessment with an estimate of what it would take to retain adequacy.

C.   Designating Quarters.

     1.    Policy. Generally, assign all family housing units for occupancy by personnel in pay grades
           for which the housing was programmed, constructed, or acquired. "Generally" emphasizes
           that circumstances may require deviation from the above policy. For example, where there is
           a surplus of assets over requirements in one category and an unfulfilled requirement in
           another, redesignation is necessary to obtain optimum use of aerators. To determine proper
           designation, use Coast Guard criteria for new construction if no record exists of the category
           for which housing was constructed. Unless originally constructed for such purposes, not
           more than 25 percent of the public quarters at any installation shall be designated for
           occupancy by officers without specific approval of Commandant (G-WPM-4).

     2.    Civilian Designation. Commandant (G-WPM-4) may designate public quarters for civilian
           occupancy from time to time upon request, using the comparable grades shown in Table 6-1
           as a guide. Public quarters authorized for civilian occupancy will remain in the public
           quarters classifications.

     3.    Quarters for the Physically Challenged. In general, the Coast Guard meets physically
           challenged dependent's needs through the PCS/Special Needs Program screening process;
           appropriate leased quarters; or retrofitting owned quarters if leased quarters are unavailable.
           See Section 6.D.4.b. for relevant assignment criteria.

     4.    Redesignation. Redesignation of quarters may be necessary from time to time to accomodate
           changes in mission requirements. When it is necessary to redesignate family housing,
           do not require current occupants to vacate until they complete normal tours, except in unusual
           circumstances such as when undertaking necessary rehabilitation or responding to a military
           requirement. When necessary, the command shall use AFC-30 funds to provide other public
           quarters to personnel required to vacate before the end of their tour. Inform Commandant
           (G-WPM-4) of action taken in redesignating housing from one category to another.


                                                   6-6
                                Contents                  Index




D.   Assigning Quarters.

     1.   Policy. Quarters assignments must conform to the general policy stated by Commandant (G-
          WP), as well as specific quarters designations by Commandant (G-WPM-4) in Section 6.C
          and specific guidance provided in this chapter. Housing assignment policies for military
          personnel are further explained in Table 6-2.

          a.   Assignment Basis. Except as discussed in Section 6.D.1.b and 6.D.4.e, assign members
               to owned housing units designated for their pay grade and containing the minimum
               number of bedrooms the member's family requires. Assignment priority is based on
               control date except for those personnel listed in Section 6.D.3.

          b.   Assignment Guidelines. Assigning families to available housing must be consistent
               Coast Guard-wide, because housing significantly influences morale and retention.
               Recognizing community support properties provide the basic source of family housing,
               Coast Guard housing assets met only a small percentage of the total demand. To
               maximize these assets' morale benefits, all members must be able to feel they have been
               treated fairly and equitably. Follow these guidelines:

               (1)   Ensure all eligible personnel, whether assigned afloat or ashore and regardless of
                     unit, have an equal opportunity to obtain Coast Guard family housing.

               (2)   Consolidate central control of housing assets wherever possible, particularly in
                     areas where both district and Headquarters unit personnel reside.

               (3)   Inform all incoming personnel of their prospects for assignment to public quarters
                     in accordance with Section 6.D.7.;

               (4)   Do not give additional priority to members having more dependents than the
                     minimum necessary to qualify for any size housing unit. Table 6-3 contains the
                     minimum number of bedrooms to assign based on family size; and

               (5)   Count an unborn child beyond the fourth month of gestation as a dependent for
                     housing assignment purposes.

               (6)   Members enrolled in the Coast Guard Special Needs Program shall be assigned
                     quarters consistent with their particular circumstances as recommended by the
                     servicing Work-Life office. Forward CG-5267, Application for Assignment to
                     Military Housing, where members indicated their enrollment in the Coast Guard
                     Special needs Program, to the servicing Work-Life office for their recommendation
                     immediately on receipt.

          c.   Overseas and Isolated Stations.

               (1)   The housing authority will establish an eligibility standard for assigning public
                     quarters that treats both military personnel and those civilians guaranteed housing


                                                  6-7
                                Contents                  Index



                 under government contract terms fairly and equitably. See Section 6.D.5.d.

          (2)    Evaluate the adequacy of community housing units for military members and
                 civilian employees according to the criteria found in OMB Circular A-45,
                 Enclosure (15), and Section 6.B.2.

     d.   Special Assignment Categories. Follow these policies in assigning housing to flag
          officers, captains, authorized key civilians, and officers-in-charge:

           (1)    Assign flag officers only to quarters designated as flag quarters or quarters
                  Commandant (G-WP) otherwise approves for flag occupancy.

           (2)    Assign captains in this priority:

                  (a)   Commanding officers afloat;

                  (b)   Commanding officers ashore.

           (3)    Submit requests to assign flag or command quarters to lower pay grades to
                  Commandant (G-WP).

                 (a)    Assign members enrolled in the Coast Guard Special Needs Program
                        quarters consistent with their particular circumstances as recommended by
                        the servicing Work-Life Office. Immediately on receipt send the
                        Application for Assignment to Military Housing, CG-5267, in which
                        members indicate their enrollment in the Coast Guard Special Needs
                        Program, to the servicing Work-Life Office for its recommendation.

     e.   Holding Quarters Vacant. The housing authority must assign all available public quarters
          promptly to eligible military members for immediate use and occupancy. The Area
          Housing Authority must specifically approve holding public quarters vacant, other than
          those formally designated for specific billet occupancy in anticipation of housing
          requirements created by future programmed organizational movements. Keep public
          quarters vacant for such assignment a maximum of 10 days after the Local Housing
          Authority has determined the unit is ready for occupancy. Refer to Section 5.C.3.

2.   Eligibility. Although statutes set military members' compensation at levels that presume
     adequate housing will be furnished, no law entitles service personnel to public quarters, nor is it
     mandatory to provide them. By law, if service personnel are not housed in public quarters, they
     must receive BAH to assist them in securing private housing.

     a.   Dependents. To be eligible for family housing, members must reside with one or more
          dependents as defined in 37 USC 401. Housing officers should verify all applicants'
          eligibility for family housing with the personnel office having custody of their official
          records or require members to submit official verification with their application.

     b.   Persons Other Than Dependents. Occasionally it may be in the Service’s best interest to
          permit persons not qualifying as dependents to reside with an eligible member and his or


                                               6-8
                      Contents                  Index



     her family, such as in the typical situations below. In these and similar situations, the
     housing authority should balance the need against the availability of suitable quarters, use
     discretion in permitting occupancy beyond justified dependents, and fully document every
     action.

     (1) Educational or Religious Institution Enrollment. Unmarried son or daughter over
         21, even though not dependent on the member, who resides with the member while
         enrolled in an educational or religious institution.

     (2) Care During Illness. Housekeeper, nurse, or non-dependent son or daughter who
         resides with the member to care for a family member having a confining illness.

     (3) Illness. A member's non-dependent son, daughter, father, or mother who receives
         less than half his or her support from the member but resides in the member's
         residence due to chronic illness.

     (4) Moral or Financial Obligation. A person not qualifying as a dependent who lives as
         part of a member's family group and for whom the member has assumed a moral or
         financial obligation.

     (5) Dependent Caregiver. Personnel assigned to government-owned family housing
         may have a non-dependent reside in the housing unit to care for the member's
         dependents. Written LHA approval is required for this arrangement; LHAs shall
         send a copy of the approval letter to the AHA. This option is available only if,
         because of designation or excess inventory, a member is assigned to a unit
         exceeding his or her minimum bedroom requirement. Only one non-dependent may
         reside in the quarters for this purpose, and the caregiver can care only for the
         occupant's dependents. The caregiver does not count toward the member's minimum
         bedroom requirement. Members may place their names on a waiting list for a unit
         larger than the minimum required in accordance with Section 6.D.4.e. Members
         may not charge rent or other compensation.

c.    Divorcing or Separating Members.

     (1) Commands should work carefully with members and families during times of
         marital strife. The Coast Guard Housing Program does not want to encourage or
         discourage marital separation or continuation of the marriage. When a member and
         spouse contemplate separation or divorce, the Housing Program will work with
         parties individually, often assisted by the Employee Assistance Program Coordinator
         (EAPC), Chaplain, or Family Programs Administrator (FPA).

     (2) The member provides the command with a written notice of separation, usually
         within 30 days after actual physical separation. The command then must provide
         documented counseling to the member to advise him or her of housing eligibility
         status, options, the date eligibility ceases, and their entitlement to local movement or
         storage of household goods; see Section 8.F.3.b. A member should deliver a final
         divorce decree or certified separation agreement signed by both parties in a
         reasonable time (90 days in most circumstances). The LHA may waive these

                                        6-9
                              Contents                  Index



              milestones if verified mitigating reasons exist.

          (3) For continued eligibility to housing entitlements, the certified separation agreement
              or final divorce decree must state that the member has actual physical custody of a
              dependent for more than 50 percent of the fiscal or calendar year (183 days or more,
              not necessarily consecutively). Members also must amend their Application for
              Assignment to Military Housing, CG-5267, stating the dependents listed will reside
              with the applicant more than 50 percent of the time.

          (4) Separated members may be berthed in available transient UPH rooms as voluntary
              geographical bachelors in accordance with Section 9.C.1. In no case shall separated
              members be assigned to the Unaccompanied Personnel Leased Housing (UPLH)
              Program. Treat separated members as unaccompanied personnel as defined in
              Section 9.A.2 only after they provide a final divorce decree.

3.   Priorities. Base all accompanied member assignments on control date except for these:

     a.   Special Needs. Members enrolled in the Coast Guard Special Needs Program requiring
          special housing arrangements as determined by the Dependent Resource Coordinator at the
          servicing Work-Life office.

     b.   Overseas Areas. Members in overseas areas whose eligibility date Table 6-4 establishes.

     c.   Other Circumstances. When unusual circumstances warrant other arrangements and the
          Area Housing Authority previously has so approved.

4.   Assignment Criteria. Assign housing based on these criteria.

     a.   Bedroom Requirements. Determine the minimum number of bedrooms to be assigned,
          based on family size, according to TABLE 6-3 to determine the minimum number of
          bedrooms for assignment based on family size. These criteria ensure consistent, equitable
          practices throughout the Coast Guard.

     b.   Physically Challenged Dependents. Commands will accommodate all physically
          challenged Coast Guard dependents' special housing needs. As defined in the Fair
          Housing Amendments Act of 1988, 42 USC 3601, a physically challenged person has a
          physical impairment that substantially limits one or more major life activities. The
          primary type of accommodation is accessibility for wheelchairs and to sanitary facilities,
          but other physical adaptations may be necessary. For example, the visually and hearing
          impaired need certain accommodations, e.g., street signs. Section 6.C.3 and subparagraphs
          (1) and (2) below describe Coast Guard policy for meeting physically challenged
          dependents' housing needs. If the PCS/Special Needs Program assignment management or
          Leased Housing Program cannot accommodate physically challenged dependents, retrofit
          owned quarters. Do not automatically remove families without physically challenged
          dependents occupying accessible quarters because physically challenged occupancy will be
          the exception rather than the rule. Therefore, follow this policy in assigning housing to
          members with physically challenged dependents:



                                            6-10
                           Contents                  Index



          (1)   Families occupying physically challenged-accessible quarters will not be relocated
                 on identifying a family with one or more physically challenged dependents unless
                 it is cost effective and:

                (a)   Accessible quarters are unavailable through other owned or leased
                      government quarters, and

                (b)   The current residents volunteer to a government-funded local move of
                      household goods. See Section 8.F.3.b.; or

          (2)    The Local Housing Authority, with the assistance of the Area Housing Authority,
                 will modify Coast Guard-owned quarters on a high-priority basis on identifying a
                 physically challenged access requirement.

     c.   Hardship Cases. For humanitarian reasons, unusual personal problems may supercede all
          other considerations in assigning family quarters; but hold such assignments to a minimum.
          The Area Housing Authority may assign family quarters under its control without regard to
          grade or rate for imperative humanitarian considerations.

     d.   Type of Quarters Assigned. Members may apply for assignment to owned family units
          larger than the minimum prescribed in Table 6-3. However, assign a larger housing unit
          only after all other personnel qualifying for such units have been housed. Generally,
          assignment to a unit larger than for which qualified should be made when the larger unit
          would otherwise remain vacant or when the member would qualify for the larger unit
          within 6 months after initial assignment. See Section 6.D.8.f for transferring to another
          waiting list.

     e.   Tenure of Occupancy. Members assigned to quarters normally remain in assigned quarters
          until they detach for other duty or retire or until their occupancy terminates for reasons
          authorized by Section 6.F.1. Members will vacate quarters by their detachment, retirement,
          or other termination date. For hardship or emergency reasons, housing officers may extend
          members as indicated in Section 6.F.5. Members occupying quarters designated for
          specific personnel listed in Section 6.C may be required to vacate quarters if a member
          qualified to occupy such quarters is assigned to the command.

5.   Assigning Non-Active Duty Coast Guard Personnel.

     a.   Foreign Officers. Upon approval of Commandant (G-WP), family housing appropriate to
          the prospective occupant's grade may be provided to foreign officers. Quarters can be
          occupied without payment under an appropriate international agreement to that effect;
          otherwise, the occupant will pay rent. Base rental charges on the BAH forfeiture scale for
          U.S. military personnel of comparable rank.

     b.   Personnel of Other military Services. Provide family housing for another military
          Service’s eligible personnel in a tenant activity in accordance with an Interservice Support
          Agreement. See Section 5.G. Personnel of other Services assigned to duty near an
          installation may be assigned quarters on a space-available basis. Nonaccompanied DoD
          families may be assigned excess housing pursuant to the priorities indicated in Section 6.D.11.


                                            6-11
                              Contents                  Index




     c.   Reimbursing Operation and Maintenance. Commands must negotiate fixed rate
          agreements to reimburse operation and maintenance (O&M) costs to permit authorized
          non-Coast Guard personnel and their dependents to occupy Coast Guard quarters. See
          Section 5.G.

     d.   Civilians’ Rents and Charges. Civilians occupying any type of Coast Guard family
          housing will pay rent and charges as prescribed in OMB Circular A-45, Enclosure (15).
          Area Housing Authorities will determine and monitor monthly rent and other charges for
          all civilians occupying Coast Guard housing and also must approve any government
          contract guaranteeing housing to any civilian employee.

6.   Mandatory Assignments. Mandatory assignments to leased housing are unauthorized. If
     involuntary assignment of military personnel to government-owned or -controlled housing
     becomes necessary, this guidance applies:

     a.   Time allowance for Other Occupancy Agreements. Members will be allowed sufficient
          time before assignment to Coast Guard housing to enable them to provide landlords
          whatever notice is required pursuant to their lease or other occupancy agreements. If a
          member must move from local private, leased quarters to government housing, BAH or
          OHA as applicable are payable for the remainder of an unexpired lease on the private
          quarters for which the member is required to pay, up to a maximum of 30 days.

     b.   Previous Commitments. Personnel who make commitments for housing without first
          obtaining one of the statements prescribed in Section 6.D.7. will be deemed to have
          previously been notified that quarters will be made available on a mandatory basis.

     c.   Unit Records. If government units must remain vacant because of notification
          requirements to landlords or for other valid reasons, unit records should reflect the reason
          for reduced occupancy.

     d.   Hardship Cases. Involuntary assignments will not be made when six months or less
          remain on a tour of duty of a member or when hardship would result from such
          assignment. Hardship in involuntary assignment of quarters will be considered to exist
          when:

          (1)   Members have made off-station arrangements due to circumstances beyond their
                control and would reasonably anticipate they would suffer financial loss or personal
                hardship by breaking such arrangements;

          (2)   The family is of such size and composition that considerable personal
                inconvenience would result from assignment of available quarters; or

          (3)   Coast Guard-owned furniture is not available and eligible military members lack
                sufficient furniture to make the quarters livable. Do not assign these quarters to
                such personnel involuntarily. Review records indicating the amount of HHG
                shipped or stored at government expense before allowing quarters to remain vacant


                                             6-12
                           Contents                  Index



                if a member claims relief under this provision.

7.   Application Procedures. Applicants will provide a completed Form CG-5267, Enclosure (17),
     and a copy of their PCS orders, ETO, or PCS message. Family housing applicants also will
     provide a current Dependency Application/Verification Form, CG-4170A. Members should
     apply on initial notice of PCS orders. Housing officers must reply promptly, including control
     date, within 5 days of receiving applications to give members time to coordinate their moves.
     Notify applicants in writing specifying the effective date assigned, normally the first day on
     which the quarters are accepted or actually occupied. Provide the effective date to the
     cognizant PERSRU to begin BAH forfeiture. Use DD Form 1747, Enclosure (18), to furnish
     applicants one of these statements:

     a.   Mandatory Occupancy. When Coast Guard-owned public quarters are available and
          occupancy is mandatory: DD Form 1747, Items 4a, b, and c, stating family housing
          occupancy is mandatory.

     b.   Optional Occupancy. When Coast Guard-owned or leased and/or DoD-controlled public
          quarters are or will be available and occupancy is at the member's option: DD Form 1747,
          Items 4a, b, and c, stating family housing occupancy is voluntary. Note: This does not
          prevent future mandatory assignment if conditions warrant.

     c.   Scarce or Limited Coast Guard owned quarters. If the Coast Guard has no quarters or
          quarters are limited and will not be available during the member's tour of duty: DD Form
          1747, Items 4b and c, stating family housing is not available. Note: This prevents future
          mandatory assignment.

     d.   Personal Reasons. For personal reasons, such as the desire to own a home in the nearby
          community, members may request on their housing application a waiver to reside in
          civilian housing. Commanding officers should favorably consider such requests if they
          will not adversely affect occupancy standards. If granted, issue DD Form 1747; Item 4c to
          advise the member of their release from mandatory assignment. Note: This prevents future
          mandatory assignment.

8.   Waiting List Procedures. Except as discussed in Section 6.D.3, assign housing from the top of
     the waiting list. Position on a waiting list is determined solely by control date.

     a.   Types of Waiting Lists.

          (1)   Family Housing. A single undesignated list must be maintained for each unit size.
                A separate undesignated leased housing waiting list must be maintained for those
                who qualify.

          (2)   Unaccompanied Housing. A separate waiting list must be maintained for each unit
                size. A separate undesignated leased housing waiting list must be maintained for
                those who qualify.

          (3)   Owned vs. Leased Housing. Members eligible for leased housing must be placed
                on both the leased waiting list and the appropriate owned waiting list. Members


                                            6-13
                                   Contents                  Index



                    will first be assigned to owned housing, if available. However, leases are not
                    authorized in areas that have government-owned quarters unless the member is
                    predicted to be on the waiting list for more than six months and then only if eligible
                    in accordance with Section 7.B.

     b.       Control Date.

              (1)   Within the continental United States, the control date is the date housing officers
                    received the application. If the housing official receives it more than 35 days before
                    the applicant's estimated arrival date, the control date is the 35th day before the
                    estimated arrival date. Faxed applications are acceptable.

              (2)   Overseas, the housing officer will establish priorities for assigning quarters based on
                    the date-of-departure criteria contained in TABLE 6-4.

              (3)   Place personnel assigned to units relocated as a unit, on the waiting list for housing at
                    their new location 45 days before the official date-of-location change, provided
                    members apply before that date. Members must vacate quarters at their old location
                    before assignment to new quarters.

     c.       Refusal of Assigned Quarters. Housing officers must remove from all waiting lists
              personnel declining adequate quarters. Such applicants are ineligible to reapply for
              housing one year from the date of refusal. LHAs may allow members to hold their position
              on the waiting list for up to 60 days for bona fide hardships. Only in extreme hardship
              with the AHA approval may members reapply for housing in less than one year. This
              Section does not prevent a housing officer from making mandatory assignments in
              accordance with Sections 6.D.6 and 9.C.5 if needed to maintain required occupancy in
              owned quarters. Mandatory assignment of leased quarters is unauthorized.

     d.       Posting Waiting Lists. Post waiting lists or make them available during office hours for
              prospective occupants to inspect. This procedure avoids misunderstandings and makes all
              members fully aware of their progress toward the top of the list. Specify the list's top 10
              percent..

     e.       Updating Waiting Lists. Update and verify waiting lists at least once each month.

     f.       Transfer to Another Waiting List. While on a waiting list for a unit of a particular size, an
              applicant may request to change to a listing for a different-sized unit, if the number of
              dependents changes or other circumstances justify. Base the place on the new list on the
              original application’s control date. A member may hold a position on only one owned and
              one leased waiting list at a time.

     g.       DoD Applicants’ Waiting List. Maintain separate waiting lists for DOD service applicants
              assigned to duty near available housing but not assigned to a tenant activity. See Section
              6.D.5.b.

9.        Assignment Duration. Normally quarter assignment permits beneficial use for the greatest
          possible duration of the duty tour, achieves maximum benefit, and reduces costs attributable to


                                                 6-14
                               Contents                  Index



         change of occupancy. See Section 6.D.4.f. Once housing officers assign adequate quarters that
         remain adequate, a member may move for his or her own convenience at the housing authority's
         discretion and the member’s expense in accordance with Section 8.F.3. b. Except for transient
         and student housing, do not assign members whose anticipated occupancy will be of short
         duration. A recommended minimum occupancy of six to twelve months is preferred depending
         on circumstances. Each activity shall maintain a written policy specifying the minimum
         occupancy for personnel to qualify for family housing. Document any exceptions to show why
         such actions were necessary to meet exceptional circumstances and needs.

  10.    Entitlement to BAH. When assigning a member to or terminating from public quarters:

         a.   The LHA will notify the member's servicing Personnel Reporting Unit (PERSRU) by E-
              Mail within 48 hours. If E-Mail is unavailable, the LHA use the most efficient means
              available (fax, rapidraft, letter, or message). Each transaction notice must include this
              information:

              (1)   Member's rate/rank, name, and SSN;

              (2)   Effective date of assignment or termination;

              (3)   Type of quarters; e.g., CG-leased, CG-owned, DOD-owned, etc.;

              (4)   If assigned "Inadequate Quarters," indicate rental fee amount.

         b.   On receiving the assignment or termination notice, the PERSRU submits the necessary
              PMIS/JUMPS transactions.

  11.    Excess Housing. When government-owned quarters are not needed for area Coast Guard
         members or DOD military services’ eligible military personnel assigned to duty near a housing
         complex, will make excess quarters available to families of absentee CG and DOD sponsors
         assigned overseas. Periodically provided to Coast Guard housing offices is a list of excess
         DOD quarters set aside for families of absent sponsors.

         a.   Assignment Procedures. Handle personnel assignments to excess quarters under this
              program directly by communication between the applying military member or his or her
              spouse and the Housing Authority administering the quarters.

         b.   Assignment Priorities. Assign excess Coast Guard-owned quarters in these priorities:

               (1) Any eligible personnel not previously assigned to Coast Guard-owned housing; and

               (2) Families of eligible personnel on unaccompanied tours.

12.     Assigning Mobile Home Spaces. If an activity has established a suitable mobile home placement
        pad in accordance with current regulations, the Area Housing Authority may grant permission to
        place a privately owned mobile home on the pad. Determine the spaces’ rental fees by the charge
        for comparable spaces in adjacent communities based on local surveys, with a suitable deduction
        for the lack of amenities. Contact Commandant (G-WPM-4) for further guidance.


                                                6-15
                                     Contents                  Index



E. Occupancy.

    1.   General. Area and Local Housing Authorities formulate guidance on occupancy of Coast Guard-
         owned (family and UPH facilities) and-leased housing. Before occupancy, Area and Local
         Housing Authorities shall require all tenants to sign a statement acknowledging receipt of Tenant
         Occupancy Instructions, which set the conditions of occupancy, including agreement to abide by
         all area and local housing policies. At a minimum, Tenant Occupancy Instructions shall contain:

         a.     Signed Receipt Statement. A statement the tenant has read and will comply with the
                occupancy instruction. Both the local housing office and the member should keep a copy
                of the signed receipt statement.

         b.     Maintenance. The occupant’s dwelling and grounds maintenance responsibilities.

         c.     Change in Status. The requirement to notify housing management of any change in
                eligibility or dependency (number of dependents) status for public quarters.

         d.     Notice of Intent to Vacate. A requirement that occupants to give advance written notice of
                intent to vacate, including the dwelling number, intended date of vacating, date unit will be
                ready for inspection, reason for vacating, and forwarding address.

         e.     Community Services and Prohibited Items. Regulations governing police and fire
                protection; garbage and trash collections; storing boats, trailers, or similar items; minor
                quarters alterations or installation of occupant-owned equipment; pets; traffic and parking;
                possessing firearms and ammunition-related explosive materials; carrying and using BB or
                air-pellet guns or similar items; possessing government property without permission on
                housing premises; civil defense and actions during disaster emergencies; business
                operation and regulation, including child care, run from the government-owned or -
                controlled unit and requesting the unit commanding officer's written permission to operate
                such businesses; and consideration of potential liability or conflict arising from business
                operations.

         f.     Standards of Conduct. Occupants’ behavior and responsibility for children’s, guests’, and
                pets’ acts. Premises are not for the use of illegal purposes.

         g.     Government Property. Proper care and use of government property and liability for
                repairing or replacing lost, damaged, or destroyed government owned or
                controlled property. Tenants are to restore quarters to their initial condition, less wear and
                tear, on assignment termination.

         h.     Occupants' Property. Maintaining appropriate personal property insurance coverage
                against potential loss. While the Coast Guard cannot require members to carry property
                insurance coverage, strongly encourage it.

         i.     Inspection. Management’s requirement to inspect on assignment and termination and right
                to inspect at other times. See Section 5.D.

         j.     Energy Conservation. Members’ requirement to follow applicable energy conservation


                                                   6-16
                           Contents                  Index



          methods and policies. Advise members the LHA may terminate their occupancy of
          government-owned or -leased quarters for failure to conserve energy. See Section 5.E.4.

    k.    Safety Considerations. Use portable heaters and pesticide controls safely. Prohibit
          portable, unventilated, fuel-fired heaters, fireplaces, wood stoves, and explosive materials.
          Publish fire protection standards, including requirements for hard-wired smoke detectors.

    l.    Recreational Equipment. Require all residents to follow established command safety
          procedures for correctly using, stowing, and protecting privately owned outdoor
          recreational equipment.

2. Optimum Occupancy. Manage family housing units to maintain optimum occupancy. This
   requires advance planning; scheduling occupancy changes carefully; coordinating among the
   personnel office, Housing Officer, and Public Works Officer; and promptly performing
   maintenance and improvement tasks to reduce to a minimum the time units remain unoccupied.
   Normally quarters assignment permits the beneficial use for the greatest possible duration of the
   duty tour, achieves maximum benefit, and reduce costs attributable to occupancy changes.
   Except for housing provided to members attending schools, do not assign members whose
   anticipated occupancy will be of short duration. Commandant (G-WPM-4) requires a reasonable
   minimum occupancy of six to twelve months. Each activity shall develop a policy on the
   minimum occupancy period for members to qualify for family housing. Document any
   exceptions to show why such actions were necessary to meet exceptional circumstances and
   needs.

    a.    Temporary Occupancy. Do not use family housing for temporary occupancy incident to
          permanent change of station.

    b.    Occupancy of Public Quarters by More than One Family and Guest Visitation Privileges.
          Social visits by military personnel, their dependents, or civilians as guests of persons who
          live in public quarters will not change the occupants or visitor's quarters allowance status.
          However, if military members and/or their dependent(s) reside indefinitely (more than 30
          days continually) in public quarters assigned to another person, the Local Housing
          Authority must report this fact to the ACO to redetermine quarters allowance and
          entitlements. Tenants may allow another person to reside on the premises only 30 or fewer
          continual days; for any longer period, tenants must secure the housing authority's written
          consent and approval. Visitation privileges outlined in Section 7.D.5. for leased quarters
          apply also to Coast Guard-owned quarters.

    c.    Military Occupancy of Inadequate Public Quarters. All members are eligible to voluntarily
          occupy inadequate public quarters, for which they may apply as Section 6.D. prescribes for
          public quarters. Follow Section 4.C.7.f.(2) in establishing the rental rate and other charges.
          Collect rents and charges by an adjusted BAH. The inadequate public quarters occupant
          has possession on a strictly permissive basis, without contractual rights and solely at the
          government's option. The procedures to occupy, orient, inventory, and inspect inadequate
          public quarters are essentially the same as for adequate public quarters. When assigning to
          inadequate public quarters, advise the prospective occupant in writing of the anticipated
          rental charges and payment method.


                                             6-17
                                    Contents                   Index



          d.    Subletting. An occupant may not sublet public quarters. In 35 Comp. Gen. 362, Decision
                B-125578, 15 Dec 1955, the Comptroller General ruled a Federal Government employee
                assigned public quarters required to perform duty and included in fixing compensation
                may not sublet a portion of the assigned quarters or collect shelter rent, violates 5 USC
                5536 provisions prohibiting employees from receiving any compensation or gains beyond
                their lawfully allowed salary. Accordingly, members assigned public quarters are
                forbidden to sublet units or receive reimbursement for shelter from other persons residing
                there.

          e.    Government's Liability to Occupants. Pursuant to the Military Personnel and Civilian
                Employees Claims Act, 31 USC 3721, government-owned or -leased housing occupants
                may claim any loss or damage affecting their personal property located at such quarters,
                provided their own negligence did not cause the loss or damage. See the Personal Property
                Transportation Manual, M4050.6 (series). Encourage members occupying government-
                owned or leased housing to maintain appropriate insurance coverage against possible
                losses.

           f.   Change in Status of Occupancy. These instructions govern responsibility for notifying
                management about occupying quarters:

                 (1) Each occupant must notify the management of any change of status affecting
                       eligibility for continued occupancy of family housing;

                 (2) Except in an emergency, each member must give a written Notice of Intent to vacate
                     quarters at least 45 days before departure. The Notice should include name, reason
                     for vacating, earliest date unit will be ready for inspection, forwarding address, and
                     the head of the household’s or his or her representative’s signature; and

                 (3) Occupants leaving units temporarily vacant for 72 or more hours’ must inform the
                     housing office of the date and length.

F.   Terminating Assignment to Public Quarters and Rental Housing.

     1.   Terminating Assignment to Family Housing. The Local Housing Authority will automatically
          terminate military members' and civilians' occupancy of quarters at their permanent duty station
          under TABLE 6-5 provisions and in these circumstances:

          a.    Change of Duty Station. The military member moves to a permanent duty station outside
                the geographical area the local housing authority serves. Terminate assignments when the
                person no longer performs the positions duties at the location that determined their
                eligibility for family housing. For members ordered to restricted duty, see TABLE 6-5 on
                family members' eligibility to remain in Coast Guard-owned housing.

          b.    Loss of Dependents. Dependents no longer reside with the sponsor after voluntary
                separation and intent is certain or a certified separation agreement or final divorce decree
                exists.

          c.    Unauthorized Absence (UA). Dependents may remain in owned or leased housing up to


                                                   6-18
                      Contents                  Index



     60 days from the date the sponsor is placed in an UA.status. Notify dependents in writing
     within 10 days of sponsor's UA date that they may remain in the housing up to 60 days.
     Personnel UA in excess of 24 hours forfeit all pay and allowances during such absence,
     unless such absence is excused as unavoidable. Under the provisions of 37 U.S.C. 403i, an
     enlisted member serving in paygrades E-4 (four years or less service), and below with
     dependents is entitled to BAH for a period not to exceed two months while the member is
     in a UA status. To be eligible for BAH the dependent must not be assigned to government
     quarters, and can not be residing with the member. Refer to Personnel and Pay Procedures
     Manual, HRSICINST M1000.2 (series) for specific guidance on dependents requesting
     BAH.

d.   Personal Conduct. The member's, dependents', or guests' personal conduct so warrants.

e.   Occupant's Request. On the occupant's request, provided mandatory assignment does not
     apply.

f.   Revocable Agreement (ISSAs, MOUs, etc.). In the United States, when the Housing
     Authority has provided housing under a revocable agreement and determines it must assign
     such quarters to other base or station officers or enlisted members.

g.   Maximum Tour Expires. Overseas, if the same civilian employee's family has
     continuously occupied family quarters for a period equal to the area's maximum military
     tour, including authorized extensions, provided:

     (1)   Adequate community support housing is available within a two-hour round trip
           commuting distance;

     (2)   It is anticipated the employee will remain in the area longer than 90 days; and

     (3)   There is no surplus of public quarters.

h.   Member’s Death. Effective 1 October 1993, Public Law 103-337, Section 604, amended
     37 USC 403 to pay BAH to dependents of members who die in the line of duty under
     certain conditions. The Service pays BAH up to 180 days after the date of death if:

     (1)   The dependents do not occupy government quarters on the date of death.

     (2)   The dependents occupy government quarters on a rental basis on the date of death.

     (3)   The dependents vacate government quarters within 180 days of the member's death
           (pay only from the date the family vacates the quarters through the 180th day after
           death). Pay the current spouse, including spouses who are members. If none, divide
           the allowance equally among the dependents on whose behalf the member was
           entitled to receive "with dependents" BAH in the same amount and in the same
           manner as the deceased member would have received.

i.   Other Cases. In cases the previous policies do not cover, the assigning authority
     determines termination based on the Service's best interest:


                                        6-19
                               Contents                  Index



          (1)   The assigning authority determines termination is required due to unusual
                circumstances, such as the necessity for repairs and improvements. Fully explain the
                reason for such termination to occupants concerned as far in advance as possible and
                assist them to find other suitable housing.

          (2)   A member requests assignment to public quarters vacated or otherwise made
                available after initial assignment to present quarters. The member pays all moving
                expenses this type of relocation entails;

          (3)   The member will be absent from a permanent unit for 60 or more days on TAD,
                leave, hospitalized, etc., and requests or consents to the termination;

          (4)   The member and dependents expect to be absent temporarily from the activity for
                more than 20 weeks; or

          (5)   The member no longer is entitled to quarters, e.g., on appellate leave after court-
                martial conviction.

2.   Exceptions. Assigning authorities may make exceptions to Section 6.F.1 policies for
     humanitarian reasons and other unusual or extenuating circumstances; evaluate requests to
     remain in quarters on individual merit; and approve at their discretion. Consult TABLE 6-5
     for specific guidance. See Section 7.C for exceptions peculiar to leased units.

3.   Termination Notice. Give occupants at least 30 days' notice to vacate quarters except in
     Section 6.F. cases, which may require fewer than 30 days’ notice. The LHA charged with
     terminating or assigning quarters will write the occupant as far in advance as possible to state
     the date and conditions under which assignment to public quarters is to terminate. An
     assignment's actual termination date from quarters must not be earlier than the date the
     occupants vacate them. Institute procedures to ensure quarters allowance payments begin
     promptly after termination. See the U. S. Coast Guard Pay Manual, COMDTINST M7220.29
     (series).

     a.    Notice of Impending Transfers or Separations. Commanding officers who do not
           control area housing but receive housing support from another command shall advise
           that housing authority of all impending transfers and separations of members assigned
           to public quarters in the support facility. Provide this notice in writing at least 45 days
           before scheduled departure, giving discharge or transfer date and the name of the new
           duty station. The assigning housing authority determines whether the member and his
           or her dependents are still entitled to occupy public quarters, and if not, will take the
           necessary action to terminate the assignment.

     b.    Maintenance and Repair. When notified an assignment is to terminate, the housing
           authority will determine the extent of maintenance and repair work required on change
           of occupancy and notify the facilities engineer or public works officer accordingly.

     c.    Pretermination and Termination Inspection. A pretermination inspection shall occur at
           least 30 days before the actual vacating date to inform the member of any conditions
           requiring restoration. Preferably on the day quarters are to be vacated, the housing


                                             6-20
                           Contents                  Index



           officer or their representative and the vacating member or their` representative shall
           jointly inspect and inventory the quarters and all government-owned furnishings and
           equipment.

     d.    Cleaning Quarters. Occupants must turn over quarters and immediate premises in a
           clean, orderly condition suitable for immediate reassignment. A commercial company
           may clean quarters left in an unsatisfactory condition and the housing authority may
           refer charges to the vacating member, unless they propose a satisfactory solution.
           Charges for cleaning quarters may be deducted from members' pay; see Section 6.G.1.

     e.    Issuing a Termination Notice. A member may not receive BAH until the quarters are
           actually vacated. When an assignment is terminated, the housing authority shall notify
           the member's personnel reporting unit per section 6.D.10.

     f.    Disposing of Personal Household Effects. Property Management Manual,
           COMDTINST M4500.5 (series), Section 8.Q., and the Personal Property Transportation
           Manual, COMDTINST M4050.6 (series), contain guidelines for disposing of personal
           household furnishings and effects left on the premises.

4.   Failure to Vacate. If a person declines to vacate public quarters, including leased housing,
     and humanitarian considerations do not outweigh his or her removal, the housing authority
     may employ several measures to effect removal. Legal action is time consuming, with
     attendant loss of income and quarters availability for eligible assignees. An obvious approach
     is to treat the occupants as trespassers on government property, on the basis eligibility to
     occupy quarters subsequent to discharge terminated. Therefore, the housing authority may
     direct removal of individuals and their property and, if necessary, put the property in
     government storage at the occupant's expense. Monitoring actions to discharge or release
     personnel from active duty, prior notice of termination of assignment to quarters, and
     responsible commanding officer’s vigorous action will minimize this problem and attendant
     loss to the government. Clear any action contemplated under this Paragraph through the area
     housing representative.

5.   Postponement. Base requests to postpone termination of quarters assignment to prevent
     imposing a hardship on the member and/or dependents on individual merit. Examples of
     hardship conditions that may be considered are:

     a.    Overseas Transfers. When members are transferring to an overseas location and the
           overseas area commander has advised housing will not be available for a specific period
           of time, and members desire their dependents to accompany them. Before authorizing
           a postponement under this paragraph, ensure a request for concurrent travel of
           dependents was processed.

     b.   Occupants’ Health. Vacating quarters would adversely affect occupants’ health.

     c.    School-Age Children. Dependents include school-age children and there are distinct
           advantages in prolonging occupancy until the school term(s) is complete.

     d.    Deceased Service Member. A deceased service member’s dependents require


                                            6-21
                                     Contents                Index



                prolonged occupancy due to a relocation problem. See Section 6.F.1.g. When these
                conditions apply, the command may approve occupancy as civilian rental housing at a
                rental fee established following the procedures prescribed in Section 5.E.8.

          e.    Other Conditions. Hardship conditions other than the above examples. Approve a thirty
                to ninety day extension depending on individual circumstances. The demonstrated lack
                of requirement for quarters for other military personnel must be taken into consideration
                regarding approval under the above provisions.

     6.   Repossessing Rental Units. Recover possession of units occupied by military and civilian
          tenants ineligible to remain as tenants. Housing authorities should make every effort to
          recover the premises fairly and amicably without resorting to court action. Before requesting
          legal eviction, the Housing Authority should be prepared to demonstrate: (1) the need for the
          housing; (2) the requested action conforms with applicable state or local laws; (3) the tenant
          was given Tenant Occupancy Instructions; (4) housing authorities made reasonable efforts to
          secure possession without referral to a U.S. Attorney; (5) if a reasonably large number of
          tenants must be relocated, notices to vacate are spread over a sufficient period to affect local
          housing conditions minimally; and (6) housing authorities have duly considered hardship
          cases.

     7.   Eviction. If a rental housing tenant does not comply with established regulations or violates
          the Tenant Occupancy Instruction, including any subsequent amendments, housing authorities
          may order him or her to vacate. If a tenant refuses to do so and cites the Soldiers' and Sailors'
          Civil Relief Act of 1940, as amended, the United States may apply for leave of court to evict.
          The Housing Authority should request legal assistance.

G.   Liability for Damage or Loss.

     1.    Policy. Occupants of government housing shall reasonably care for the quarters. The
           resources available to maintain and operate government housing are limited; therefore,
           practices to avoid unnecessary expense must be encouraged. Proper use of government
           housing includes reducing energy and routine maintenance costs and eliminating the need to
           repair damage resulting from abuse or negligence. The Local Housing Authority shall
           safeguard housing by fully informing tenants of the standards and instructing occupants in
           using government housing economically and properly and their liability and responsibilities
           when occupying government housing. Housing authorities are not to tolerate abuse or
           negligence of government housing. Damage or loss of quarters due to abuse or negligence
           will require the member to repair or replace the property or voluntarily repay the Coast
           Guard's costs for property restoration. The LHA as a last resort may check the member's pay
           involuntarily for restoration costs, if the member will not voluntarily comply. Members’ pay
           also may be offset for cleaning necessitated by their failure to clean a housing unit
           satisfactorily on terminating assignment to that unit in accordance with the Tenant Occupancy
           Instruction. The LHA will further deter abuse and negligence by initiating administrative
           disciplinary measures and/or UCMJ procedures in cases involving excessive damage to
           government housing. Using government housing is a privilege. Chronic abuse or negligence
           of government housing may negate future assignment to government housing.



                                                  6-22
                            Contents                  Index



2.   Authority. 10 USC 2775 states an armed forces member is liable to the United States for
     damage to assigned quarters or loss of any equipment or furnishings there if the member's
     abuse or negligence caused the damage or loss. A Coast Guard civilian employee assigned
     government quarters who damages those quarters or causes loss of any of their equipment or
     furnishings also incurs a debt owed to the United States. 5 USC 5514 permits the United
     States to collect a debt owed it by a Federal civilian employee from his or her pay.

3.   Definitions.

     a.    Abuse. Intentional or unintentional misuse that causes damage or abnormal wear and
           tear. It is attributable to the member if he or she or his or her dependent, guest, pet, or
           guest's dependent or pet caused the abuse. A guest is anyone the member or the
           member's dependent allows entry into the quarters. It does not include Coast Guard
           personnel or contractors who enter the quarters on official business.

     b.    Area Housing Authority (AHA). The AHA reviews the findings of liability and amount
           of damages when a member requests review of the local housing authority’s decision.
           The AHA makes recommendations to the settlement authority when the member
           requests a waiver or compromise.

     c.    Cost. For replacement, the present price of the same or a similar item minus
           depreciation based on the damaged item's age. For repair or cleaning, the actual charge
           to repair or clean, but not more than the item's depreciated replacement cost. The
           rationale for this limit is the member should not pay more to repair or clean an item than
           it is worth. Use depreciation schedules contained in guides such as the Marshal and
           Swift Home Repair and Remodel Cost Guide. The LHA may publish a list of standard
           charges for common cleaning and repair services and replacement items. This is
           appropriate when Coast Guard personnel do the cleaning or repairing. Standard charges
           should approximate similar local charges. Post them on the housing office bulletin
           board and publish them in the Tenant Occupancy Instruction required by Section 6.E.1.

     d.    Damage. A decrease in an item's value not attributable to age or normal wear and tear.
           Damage is also any change to an item that adds to the cost or difficulty of maintaining
           the quarters or any unusual change to an item's appearance that the inspector believes
           requires correction.

     e.    Gross Negligence. The absence of even slight care, showing complete indifference to
           the consequences of the act or omission.

     f.   Inspector or Inspecting Officer. The person who finds and documents the existence of
          damage and assigns the damage a dollar value. The inspecting officer documents
          damages and gives opinions on whether the member's abuse or negligence caused the
          damage but does not decide whether the member is liable for paying for the damage; see
          Section 5.D.3.

     g.   Limitation of Liability. Holding a member fully responsible for all damage caused by the
          occupant's abuse or negligence, without limitation of the member's liability. This does
          not prevent a settlement authority from waiving or compromising a claim against the

                                              6-23
                              Contents                 Index



          member, if warranted.

     h.   Local Housing Authority. The LHA decides if the member's abuse or negligence caused
          the damage the inspector reported and, if so, the extent of the damage, and assigns
          liability; see Section 2.B.5.

     i.   Member. Personnel assigned to quarters without regard to military status.

     j.    Negligence. Failure to exercise the degree of care a person of ordinary prudence would
           exercise in a similar situation. Negligence is attributable to the member the member, his
           or her dependent, pet, or any guests(s), including dependents’, caused the damage.
           Negligence can be either a failure to act or a conscious action. For example, a small
           plumbing leak results from normal wear and tear, and the member knows of it but fails
           to report or fix it. Consider it negligence when the member’s omission may cause
           serious water damage to the quarters after several days.

     k.    Quarters. Government-owned family and unaccompanied personnel housing and
           government-leased family and unaccompanied personnel housing ashore and afloat.

     l.    Settlement Authority. An officer to whom appropriate authority has delegated the
           authority to compromise, waive, or terminate collection of a claim. See the Claims and
           Litigation Manual, COMDTINST M5890.9 (series), Chapter 5. Consult the local legal
           office to identify the responsible settlement authority.

4.   Procedures.

     a.    Overview. Leased Housing program damage procedures are contained in the Coast
           Guard Leased Housing Procedural Guide, COMDTPUB P11101.14. Damages may be
           identified during a regular inspection or reported to the housing officer by some other
           means. Either a regular or special inspection to look into any other report of damage
           meets the Section 6.G.4.b. investigation requirement. The Local Housing Authority
           decides liability issues and the extent of damage. For active duty Coast Guard members,
           the LHA may: obtain voluntary payment and close the case; or forward a Pay
           Adjustment Authorization, DD 139, to HRSIC to start an involuntary deduction from
           the member's pay; or forward the case to the AHA for review if the member requests.
           The AHA reviews the member’s case only if he or she requests review and coordinates
           waiver or compromise with the settlement authority only if the member requests such
           waiver or compromise. See Enclosure (3). For other armed forces’ members, Federal
           civilian employees, and former Coast Guard members, see Section 6.G.4.g. for
           disposition of those cases in which the LHA has decided the member is liable.

     b.    Inspection Reports.

           (1) Routine inspections of quarters will normally disclose the presence of damage. For
               damage in some other fashion, the housing officer should promptly conduct a for-
               cause inspection, which should occur during the workday and may occur without
               notice to the member if the circumstances require. It is important the inspecting
               officer have the initial inspection report available for comparison. The inspector


                                            6-24
                     Contents                  Index



         must document the existence of damage to the fullest extent possible, including
         pictures, diagrams, accurate measurements, and description of materials. Using a
         video camera is highly encouraged.

     (2) The inspector's report must include a specific opinion as to whether abuse or
         negligence caused the damage per Section 6.G.3.a or j. The burden of proof must
         be on the person(s) in the best position to know what happened, usually the
         occupant rather than the LHA. The inspector starts with a presumption or set of
         facts. When the inspecting officer discovers damage in quarters assigned to a
         member, he or she presumes abuse or negligence by the member or a party for
         whom the member is responsible caused the damage. If the inspector has no other
         information then they must find the member liable for the damages. The inspector
         must try to obtain from the member a statement on the source of the damage and
         may obtain statements from other persons with knowledge. A written statement is
         preferred, but the inspector may do telephone interviews. Because destruction of
         government or private property is a military offense, the inspector should keep in
         mind the possibility of disciplinary action before talking to the member. The
         inspector should consider recommending UCMJ action only in clear cases of major
         damage caused by the member’s gross abuse, recklessness, or negligence.

     (4) The inspecting officer's report must specifically estimate the cost per Section
          6.G.3.c. to clean, repair, or replace damaged items. If a list of standard charges is
          available, the inspector may use the standard charge. If the inspector estimates the
          cleaning, repair, or replacement cost of any item at $100 or less, he or she may
          assign the cost without obtaining a written or oral estimate from a cleaning, repair,
          or replacement provider. The inspector must obtain a written or oral estimate for
          any item with cleaning, repair, or replacement costs over $100.

     (5) The inspector forwards any inspection report that notes damages to the LHA, with
         a copy to the member via the member's command. The inspector attaches to the
         inspection report: The description or documentation of damages; the cost
         computation and any required estimates; any statements, including the member's;
         and, the inspecting officer's opinion specifying whether the member's abuse or
         negligence caused the damage and the total cost of the damages for which the
         member is liable.

c.   Local Housing Authority Involvement.

     (1) The LHA reviews the inspector's report and determines if the member’s abuse or
         negligence caused the damage. The LHA also starts with the presumption the
         member’s abuse or negligence caused the damage. If the LHA decides no
         negligence or abuse was present, it closes the case, follows Section 5.D. in handling
         the inspection report, and informs the member of the action.

     (2) If the LHA finds the member's abuse or negligence caused the damage, the LHA
         verifies the accuracy of the inspector’s cost computations per Section 6.G.3.c. and
         decides the extent of damage for which the member is responsible. The LHA sends


                                      6-25
                        Contents                  Index



         the member a demand-for payment letter demanding full repayment or restitution to
         original condition within 30 days of receipt. See Enclosure (3). If the occupant is
         an active duty Coast Guard member, the LHA's next action depends on his or her
         response to the demand letter. The preferred collection method is, first, voluntary
         repair or replacement in kind; and, second, direct payment or voluntary deduction
         from pay rather than involuntary deduction. If the occupant is an active duty Coast
         Guard member or does not respond with an offer to repair or pay in full, the LHA
         sends the file to the local settlement authority per the Claims and Litigation
         Manual, Paragraph 16-H-4.

     (3) If the member agrees with the inspector’s report and agrees to repair or replace in
         kind or contract repairs, they can reimburse the Coast Guard in full using a cashier's
         check, money order or by executing a voluntary deduction from pay using DD
         Form 139. By whatever means to the LHA’s satisfaction.

     (4) If the member submits new information and appeals to the LHA for
         reconsideration, the LHA reviews the case with the new information and informs
         the member by letter of its findings:

         (a)   The case is closed and the LHA will take no further action;

         (b)   The original findings stand and the LHA requires the member to repair, pay,
               or execute a voluntarily deduction within 30 days; or

         (c)   The LHA modifies the original findings and the member now must pay the
               revised damages or make repairs within 30 days. Again, voluntary repair and
               direct payment are the preferred collection methods.

     (5) If in turn the member requests the AHA to review the LHA's decision or for waiver
         or compromise of the debt owed the United States, the LHA forwards the case to
         the AHA and advises the member of its action. See Enclosure (3).

     (6) If the member makes no response within 30 days, the LHA forwards a Pay
         Adjustment Authorization, DD 139, to HRSIC to start an involuntary deduction
         from the member's pay.

d.   Appeal, Waiver, or Compromise.

     (1) The AHA will become involved only if an active duty Coast Guard member
         specifically requests a review of the debt’s basis or to waive or compromise the
         debt. An important distinction exists between review and waiver or compromise.

     (2) A request for review asks the reviewer to look at the case facts and either overrule
         the LHA's decision the member’s abuse or negligence caused the damage or
         modify the LHA's decision fixing the extent of damages. The Area Housing
         Authority has the power to overrule the LHA's decisions about liability and the
         amount owed. If the AHA overrules the LHA on the issue of liability, the AHA
         returns the file to the LHA with the reasons for doing so and informs the member


                                      6-26
                      Contents                Index



         of this action and the reasons for it. The AHA is encouraged to consult the
         servicing legal office in close cases on whether the member’s abuse or negligence
         caused the damage. If the AHA modifies the dollar amount of damages, the AHA
         informs the LHA and the member of the modification, reminding the member the
         new amount is due and payable. If the AHA sustains the LHA's decision, the AHA
         informs the LHA and the member, reminding the member the original amount
         demanded is due and payable. If the member does not respond to the follow-up
         demand within 30 days with direct payment in full or a voluntary pay deduction,
         the LHA forwards a Pay Adjustment Authorization, DD 139, to HRSIC to start an
         involuntary deduction from the member's pay.

     (3) Waiver and compromise do not concern the existence of liability or amount owed
         but rather the policy and practical matters of whether or how much of the debt
         should and could be collected. Per Section 6.G.3.l., only the settlement authority
         decides these issues. The AHA must send requests for waiver or compromise to the
         cognizant settlement authority; however, the AHA's recommendation to the
         settlement authority is very important. The AHA should discuss waiver and
         compromise with the member to verify the basis of his or her request and
         recommend a fair, appropriate compromise amount. Before discussing
         compromise, the AHA must inform the member any figure agreed on will be only
         the AHA's recommendation to the settlement authority, who may accept or reject
         the agreed figure or reject compromise entirely.

e.   Remission of Indebtedness. If the member's pay is voluntarily or involuntarily checked,
     they may submit an application for remission of indebtedness using the guidelines in the
     Personnel and Pay Procedures Manual, HRSICINST M1000.2 (series), Chapter 9-B-2

f.   Disposition of Reimbursements. The LHA shall credit all reimbursements to the
     account for maintaining damaged quarters. For leased quarters, credit payments to
     either the AHA’s commercial leased housing or ISSA (for DoD leases) accounting line.
     See the Financial Resource Management Manual (FRMM), COMDTINST M7100.3
     (series). Charge government incurred expenses for leased housing repair, replacement,
     loss, or damage to as follows:


           Quarters               Object Class                  Cost Account

             FLH                      4202                         78651

            UPLH                      4202                         78652

g.   Unresolved Damages. Take these actions for damages remaining unresolved at these
     members’ final termination inspection:

     (1) Members Released from Active Duty. Refer the case files of personnel being
         released from active duty for any reason (enlistment expires, other types of



                                      6-27
                  Contents                Index



    discharges, etc.) to HRSIC (dc) before the member's discharge so HRSIC (dc) can
    prepare claims against the individuals as private citizens.

(2) Other Armed Services’ Members. To resolve damages to government housing by
    other armed services’ members, the host command charges the sponsoring
    command in accordance with the ISSA. The sponsoring command must obtain that
    member’s reimbursement to the government.

(3) Federal Civilian Employees. Resolve damages to government housing by civilian
    employees the same way as for active Coast Guard members.




                               6-28
                                   Contents                 Index




                   TABLE 6-1. EQUIVALENT MILITARY AND CIVILIAN PAY GRADES
                    Senior Executive
Military Grade          Service/
    Group             Senior Level    General
                                      Schedule         Wage System
       O-7           SES 1 thru 6;     GS-16
       thru                             thru                --
                       ES 1 thru 6
       O-10                            GS-18
       O-6                   --               GS-15                           --
                                           GS-13 and GS-           WS-14 thru WS-19;
       O-5                   --                 14             WL-15 and Production Support
       O-4                   --                GS-12                   Equivalents
                                           GS-10 and GS-            WS-8 thru WS-13;
       O-3                   --                 11                  WL-6 thru WL-14;
                                                             WG-12 thru WG-15 and Production
     O-2, W-3,                             GS-8 and GS-9
                                                                   Support Equivalents
     and W-4                 --
     O-1,W-1,
     and W-2                 --                 GS-7                          --
     E-7 thru                                                        WS-1 thru WS-7
       E-9                   --                 GS-6                 WL-1 thru WL-5
      E-5 and                                                        WG-9 thru WG-11
        E-6                  --                 GS-5
       E-4                   --                 GS-4
     E-1 thru                                GS-1 thru                WG-1 thru WG-8
       E-3                   --               GS-3

Notes:

1.    This table is based on the military/civilian relationship established for Geneva Convention purposes.
      The General Schedule and Wage System considers Nonappropriated Fund positions equivalent to
      their counterparts. Consider Senior Executive Service positions and GS-16 through GS-18 positions
      equivalent. Consider Senior Level positions and Senior Executive Service positions equivalent. For
      the Wage System, if a more precise relationship to military rank or General Schedule grades is
      necessary, the housing authority shall use the grade groupings in the table as a guide to determine
      such relationship. The housing authority shall use this table as a guide to determine equivalent
      grades for other civilian employees not included in the table legal authority
2.    Do not use this table to classify civilian positions in the Coast Guard Housing Program. Base
      position classifications on the Classification Act of 1949 (now 5 USC 51), which is the principal for
      classifying Federal government positions.




                                                   6-29
                                     Contents                Index



3.

           TABLE 6-2 ASSIGNING FAMILY HOUSING TO MILITARY PERSONNEL
            A                        B                               C
Officer or Enlisted    Reported or Departing on PCS Do not assign to public quarters
Member accompanied                                  for temporary occupancy
by dependent           On leave or TDY incident to
                       PCS

                         On leave not incident to PCS
Dependents of Officer or Is on TD and has terminated         The dependents may be assigned
Enlisted Member not      occupancy of quarters at            to quarters appropriate to
accompanied by sponsor permanent duty station                sponsor’s grade
Officer or Enlisted      Is on TD and has terminated         Assign quarters if sufficient
Member accompanied       quarters occupancy at               quarters are available for
by dependents            permanent duty station              permanent party
Bachelor Chaplain        If he or she requires family        The housing authority may
                         quarters to perform professional    authorize family quarters on
                         and pastoral duties                 confirming this need; however,
                                                             assign multiple occupancy for two
                                                             or more such chaplains
Foreign Officers            Requesting assignment to Coast   Housing authority may require
                            Guard housing                    Commandant (G-WP) approval to
                                                             make CG public quarters available
                                                             on the same basis as for CG
                                                             personnel (see note)
Families of military        Requesting assignment to Coast   INCONUS housing authority may
members assigned            Guard quarters INCONUS for       assign quarters if sufficient
overseas or in receipt of   duration of member’s overseas    quarters are available for
overseas PCS                assignment                       permanent party

Note: When assigning family quarters, use OMB Circular A-45 to determine the reimbursement rate. See
       Section 6.D.5.a.




                                                  6-30
                                  Contents                  Index



                       TABLE 6-3. MINIMUM BEDROOM REQUIREMENTS
                                                                                         Minimum
                       Number of Dependents (Excluding Spouse)                           Number of
                                                                                         Bedrooms
      None                                                                                    1
      One                                                                                     2
      Two, except as follows:                                                                 2
        One 10 years or older                                                                 3
        One 6 years or older and other of opposite sex                                        3
      Three, except as follows:                                                               3
        Two 10 years or older                                                                 4
        One 10 years or older and
              other two of opposite sex with one 6 years or older                             4
      Four, except as follows:                                                                3
        One 10 years or over                                                                  4
        One 6 years or older and all three the
            opposite sex of the one                                                           4
        Two 6 years or older of opposite sex and both
            the same sex                                                                      4
        Two 10 years or older and other two of
            opposite sex with one six years or older                                          5
        Three 10 years or older                                                               5
      Five                                                                               4 or More

Notes:

1.   Table applies to both leased and owned housing unless otherwise noted.
2.   The table is based on these policies:
     a.    No child should share a bedroom with parents;
     b.    At most two children should share a bedroom;
     c.    A child 6 years or older should not share a bedroom with a child of the opposite sex; and
     d.    A child 10 years or older is entitled to a separate bedroom.
3.   Dependents are those who actually reside with the sponsor more than 50 percent of the time.
4.   LHAs are authorized to adjust the minimum requirements individually as follows:
     a.    To relieve or prevent a hardship;
     b.    To use owned housing that otherwise would remain vacant; and/or
     c.    To correct an imbalance between assets and requirements;
5.   Do not increase bedroom requirements solely to qualify sponsors for leased housing.
6.   Count an unborn child beyond the fourth month of pregnancy as a dependent.




                                              6-31
                                     Contents                    Index




        TABLE 6-4 ELIGIBILITY DATE FOR ASSIGNING OVERSEAS FAMILY HOUSING
             A                       B                            C
                                                  Base eligibility date for family
                                                  housing on (see Note)

       When a member                      is assigned
assigned to a CONUS unit        overseas where dependents are date departed last permanent
                                authorized                    duty station
serving an unaccompanied        overseas where dependents are date departed last permanent
overseas tour where             authorized                    duty station for the
dependents are not authorized                                 unaccompanied overseas tour
serving an unaccompanied        overseas where dependents are date departed last duty station
overseas tour where             authorized
dependents are authorized
is separated from family        overseas where dependents are advancement on the waiting
(deployed), verified by         authorized                    list prorated by 1 day for
separation allowance over 3                                   every 3 days separated
months during previous 12
serving an accompanied          another accompanied overseas      date separated last permanent
overseas tour                   tour before completing the        duty station for the first
                                first one (not consecutive        accompanied overseas tour
                                overseas tour)
                                another accompanied overseas      date separated last permanent
                                tour voluntarily on completing    duty station
                                the first one (consecutive
                                overseas tour)
                                another accompanied overseas      date departed last permanent
                                tour involuntarily on             duty station for the first
                                completing the first one          accompanied overseas tour
                                (consecutive overseas tour)

Note:

Overseas housing authorities may deviate from these eligibility date policies if necessary. When
responding to a member's entry approval request, overseas housing authorities must advise member if
deviating from this TABLE and provide a copy of the policy change to Commandant (G-WPM-4).




                                            6-32
                                    Contents                  Index




              TABLE 6-5. RULES FOR TERMINATING FAMILY HOUSING OCCUPANCY
                      When the Member:                                The Housing Authority:
     1. Departs on PCS                                  Normally requires the family to vacate on orders’
                                                        effective date (detachment); see JFTR, Appendix
                                                        A, and Note 1.
     2. Dies                                            Normally requires the family to vacate quarters
                                                        within 180 days of death; see Note 1.
     3. Changes from active to retired or inactive duty Normally requires family to vacate quarters on
         status                                         retirement date or change to inactive duty status;
                                                        see Note 2.
     4. Is ordered overseas on PCS                      Allows the member to retain quarters until
                                                        dependents receive port call, if this will be within
                                                        20 weeks.
     5. Is ordered to school for fewer than 20 weeks on Allows the member to retain quarters until
         TEMDUINS with subsequent PCS                   dependents receive authority to travel to station
                                                        on the sponsor’s PCS orders.
     6. Is ordered on PCS not covered by Rules 4 or 5 Determines when to vacate quarters; see Note 3.
         above and dependents do not accompany
         member
     7. Is an active duty petty officer who accepts     Does not require the member to vacate public
         appointment and active duty as officer or      quarters or rental housing until appropriate
         warrant officer without interrupting active    housing is available.
         service
     8. Transfers to a hospital for special treatment   May authorize the member to apply to retain
                                                        public quarters and doctor recommends retention.
     9. UA                                              Notify dependents within 10 days of UA to
                                                        vacate by 60 days of sponsor's UA date.
     10. Is away from permanent station on TAD and      Authorizes the member to retain assigned
         scheduled to reassume base duties              quarters.
     11.The member’s dependents no longer reside        Directs the member or dependents to vacate
         together in government quarters due to divorce government quarters, usually within 30 days; see
         or legal or voluntary separation               Section 6.D.2.c.

Notes:

1.    The housing authority may extend this time individually if hardship circumstances justify; the
      authority imposes a deadline when the hardship ceases.
2.    The housing authority may permit retired members to remain in government-owned or -leased quarters
      for a short, reasonable time, normally up to 30 days, if an emergency or semi-emergency condition
      exists. The local housing authority or an appropriate official senior in grade or rank to the occupant
      determines whether circumstances warrant extension. Collect an amount equivalent to the BAH
      normally forfeited.
3.    The housing authority may allow the dependents to remain for a longer period as provided in Note 1.
      or until the member returns from overseas if an assigned member’s family will not require the quarters.
      Personnel occupying Coast Guard-owned quarters ordered to restricted duty may choose to continue to
      occupy them and their dependents may remain for the duration of the restricted duty tour.

                                                6-33
Contents   Index
                            Contents               Index


CHAPTER 7     THE LEASED HOUSING PROGRAM

SECTION A.    GENERAL
        1.    Authority......................................………………………………………. 7-1
        2.    Policy.........................................………………………………………... 7-1
        3.    Management Operations..........................……………………………… 7-1
        4.    Availability of Government-Owned Quarters......……………………… 7-1
        5.    Assigning Coast Guard-Leased Housing...........………………………... 7-1
        6.    Definitions....................................……………………………………… 7-1
              a. Administrative Cost Ceiling................……………………………. 7-1
              b. Area Housing Authority (AHA)...............………………………… 7-1
              c. BAH - derived Matrix.......................………………………………. 7-1
              d. Baseline Matrix………...................……………………………….. 7-1
              e. Cost-Effectiveness.........................………………………………… 7-2
              f. Exemptions……...........................………………………………… 7-2
              g. Family Leased Housing (FLH)................…………………………. 7-2
              h. Involuntary Geographic Bachelor………………………………… 7-2
              i. Lease Allocation...........................………………………………… 7-2
              j. Leased Housing Contracting Officer (COTR)..…………………… 7-2
              k. Leased Quarters............................………………………………… 7-2
              l. Leasing Area...............................………………………………….. 7-2
              m. Local Housing Authority (LHA)..............…………………………. 7-2
              n. Maximum Funding Level......................…………………………… 7-2
              o. National Median Housing Cost (NMHC)........…………………….. 7-2
              p. Occupant...................................…………………………………… 7-2
              q. Set-Aside Program.....................…………………………………… 7-3
              r. Total Housing Allowance (THA)..............………………………… 7-3
              s. Unaccompanied Personnel Leased Housing (UPLH)……………… 7-3
              t. Voluntary Geographic Bachelor..............………………………….. 7-3
SECTION B.    ELIGIBILITY
        1.    Family-Leased Housing (FLH)....................……………………………. 7-3
        2.    Accompanied Personnel Leased Housing (UPLH)..………………… 7-3
              a. Members Assigned Ashore....................…………………………… 7-3
              b. Members Assigned Afloat....................……………………………. 7-3
        3.    Members Married to Members.....................…………………………… 7-3
        4.    Transfers......................................………………………………………. 7-4
        5.    Members Assigned Overseas......................……………………………. 7-4
        6.    Restricted Duty................................……………………………………. 7-4
        7.    Voluntary Geographic Bachelor..................……………………………. 7-4
        8.    Involuntary Geographic Bachelor…………….………………………… 7-4
        9.    Previous Voluntary Departure from Leased Housing………………… 7-4
        10.   Refusal to Occupay Owned Housing………………………………….. 7-4
        11.   Change in Eligibility Status...................……………………………….. 7-4
        12.   Length of Occupancy............................………………………………… 7-5




                                             7-i
                                  Contents                    Index


SECTION C.    EXEMPTIONS
        1.    Individual.....................................………………………………………. 7-5
        2.    Blanket........................................………………………………………. 7-5
        3.    Requesting an Individual or Blanket Exemption..……………………… 7-5

SECTION D.    PROGRAM MANAGEMENT
        1.    Responsibilities...............................…………………………………… 7-6
        2.    Leasing Quarters...............................…………………………………… 7-6
              a. Economy....................................…………………………………… 7-6
              b. Distributing Leases in a Leasing Area......…………………………. 7-6
              c. Quarters Under Construction................……………………………. 7-6
              d. Multiple Quarters Under Single Lease Contract................................ 7-7
              e. Leased Housing as Public Quarters..........…………………………. 7-7
              f. Rent-Set-Aside Program.....................……………………………... 7-7
              g. Amenities..................................……………………………………. 7-7
        3.    Bedroom Allowances.............................………………………………... 7-7
              a. FLH........................................……………………………………… 7-7
              b. UPLH.......................................…………………………………….. 7-7
        4.    Lease Contracting..............................…………………………………... 7-7
              a. Cost-Effectiveness.........................………………………………… 7-8
              b. Direct Deposit/Electronic Funds Transfer...………………………. 7-8
              c. Utilities..................................……………………………………… 7-8
              d. Maintenance and Repair.....................…………………………….. 7-8
              e. Occupant and Lessor Financial Agreements...……………………... 7-8
              f. Leasing from Military Members and Government Employees......... 7-8
              g. Lease Termination and Vacancies............…………………………. 7-9
              h. Non-discrimination.........................……………………………….. 7-9
              i. Smoke Detectors............................………………………………… 7-10
              j. Carbon Monoxide Detectors.................…………………………… 7-10
              k. Tenant Occupancy Instructions..............…………………………… 7-10
        5.    Visitation Privileges..........................…………………………………… 7-10
        6.    Furnishings Policy.............................…………………………………… 7-10
              a. Rental.....................................……………………………………… 7-10
              b. Furniture in Common Areas..................…………………………… 7-10
        7.    Occupant Responsibilities......................……………………………….. 7-10
        8.    Notice of Intent to Vacate Quarters…………………………………… 7-10
        9.    Government's Liability to Occupants............…………………………… 7-11
        10.   Damage to Leased Quarters......................……………………………… 7-11
        11.   Inspections....................................……………………………………… 7-11
        12.   Monthly Reports................................…………………………………... 7-11

SECTION E.    FUNDING PROCEDURES
        1.    Costs..........................................………………………………………… 7-11
        2.    Cost Accounts..................................…………………………………… 7-12
        3.    Object Class...................................…………………………………….. 7-12
        4.    Funding Requests...............................…………………………………. 7-12
        5.    Allocations....................................……………………………………… 7-12
              a. Distribution...............................…………………………………… 7-12
              b. Changes....................................……………………………………. 7-12

                                                  7-ii
                                Contents                 Index




CHAPTER 7. THE LEASED HOUSING PROGRAM

A.   General.

     1.   Authority. Under authority of 14 USC 475(a), the Secretary is authorized to lease existing
          housing for Coast Guard military personnel if Coast Guard installations lack adequate
          housing facilities on-base or nearby. Domestic leases are subject to the limitations of the
          Anti-Deficiency Acts (1-year terms) contained in 31 USC 1341.

     2.   Policy. Leased housing is a privilege granted to certain Coast Guard members in areas where
          specific pay grades generally are unable to afford adequate housing because of the high cost
          or absence of private housing or lack of government-owned housing. The privilege of
          occupying leased housing is not guaranteed. All personnel should be prepared to obtain
          private housing on the open market, regardless of local market conditions or the anticipated
          availability of leased quarters. Family leased housing is the top priority in the Leased
          Housing Program.

     3.   Management Operations. Except where this Chapter specifies and for current Commandant
          (G-WPM) fiscal year funding guidance, policies and procedures for leased quarters are the
          same as public quarters. See Chapters 6 and 9.

     4.   Availability of Government-Owned Quarters. Assign eligible personnel to available adequate
          Coast Guard-or DOD-owned quarters (family and UPH facilities) before considering for
          Coast Guard-leased housing. All requests for leased quarters must include the statement, "No
          government-owned quarters are available at this time." Leased Housing Contracting Officers
          shall not sign lease contracts without including this statement and verifying its accuracy.

     5.   Assigning Coast Guard-Leased Housing. With few exceptions, leased housing assignments
          are based on the absence of adequate, suitable government-owned and community-based
          housing near Coast Guard installations and eligibility.

     6.   Definitions. These definitions apply to words or phrases used throughout this Chapter.

          a.    Administrative Cost Ceiling. The monthly dollar limit set by Commandant (G-WPM-4)
                which may be expended on individual leased quarters that is equal to 120 percent of the
                BAH-derived housing cost for a particular area.

          b.    Area Housing Authority (AHA). Integrated Support Commands or large Headquarters
                units designated by Commandant (G-WP) to manage the Leased Housing Program for
                all leasing areas under their cognizance.

          c.    BAH-derived Matrix. Used in military Housing Areas (MHA); see Section 1.C.1.b.
                Leased housing information sheet based on total housing costs provided by DOD.
                Commandant (G-WPM-4) provides these costs to Area Housing Authorities.

          d.    Baseline Matrix. Used in County Cost Groups (CCG); see Section 1.C.1.b. Leased
                housing information sheet showing eligible pay grades for various sized leased housing


                                                 7-1
                         Contents                   Index



     units in specific areas. The matrix is a starting point for locating cost-effective leases.

e.   Cost-Effectiveness. The condition in which leased quarters’ rental and utility costs are
     within 5 percent of BAH-derived housing costs.

f.   Exemptions.

     (1) Blanket. A waiver from leased housing acquisition, eligibility, or assignment
         policy that includes All leases or a specific type of lease in a specific geographic
         area.

     (2) Individual. A waiver from leased housing acquisition, eligibility, or assignment
         policy that involves only one lease or member.

g.   Family Leased Housing (FLH). The Leased Housing Program that applies to members
     whose dependents accompanies them.

h.   Involuntary Geographic Bachelor. See Section 9.A.2.1.

i.   Lease Allocation. The expected number of leases an AHA is to maintain based on the
     maximum funding level and BAH-derived and baseline matrices. AHAs may exceed
     the number of leases but may not exceed the maximum funding level provided by
     Commandant (G-WPM-4).

j.   Leased Housing Contracting Officer (COTR). Contracting Officers authorized to sign
     Coast Guard Residential Lease contracts. In many cases the COTR is the Area Housing
     Officer (AHO).

k.   Leased Quarters. A privately owned dwelling as a single house or part of a multiple-
     unit building leased by the Coast Guard for use as public quarters.

l.   Leasing Area. A geographical area in which the Commandant has authorized the
     Leased Housing Program.

m.   Local Housing Authority (LHA). The commanding officer the Area Housing Authority
     has designated to manage the Leased Housing Program in a leasing area.

n.   Maximum Funding Level. The total funds available to each AHA for leases throughout
     the fiscal year; the AHA must obtain authorization from Commandant (G-WPM-4) to
     exceed this amount.

o.   National Median Housing Cost (NMHC). The median rental housing costs of military
     members surveyed nationwide; see Section 1.C.1. Commandant
     (G-WPM-4) publishes the NMHC annually.

p.   Occupant. The person(s) the Coast Guard assigns to Coast Guard-leased quarters who
     consequently forfeits all government housing allowances.




                                        7-2
                                Contents                Index



          q.    Set-Aside Program. An agreement between military base commanders and privately
                owned housing complexes to provide affordable, adequate community-based housing to
                military members. Depending on the agreement, security deposits, application fees, and
                credit checks usually are waived and rental costs reduced, generally at or below
                established BAH rates.

          r.    Total Housing Allowance (THA). The total of a member's housing allowance (BAH)
                plus expenses the member absorbs. The member’s out-of-pocket expense, what they
                pay is now equal to twenty percent of the National Median Housing Cost (NMHC).

          s.    Unaccompanied Personnel Leased Housing (UPLH). The Leased Housing Program
                applicable to personnel assigned afloat and ashore who do not have dependents.

          t.    Voluntary Geographic Bachelor. See Section 9.A.2.Y.

B.   Eligibility. At least annually AHAs must determine housing rental costs (rent + utilities except
     telephone and cable TV) for 1-, 2-, 3-, and 4-bedroom leases in each area of responsibility. In
     addition, provide baseline matrices to their respective LHAs in accordance with the Coast Guard
     Leased Housing Procedural Guide, COMDTPUB P11101.14, Chapter 1-D. Direct LHAs and HRs
     to use AHA-provided baseline matrices to determine leased housing eligibility. Provide baseline
     matrices for each leasing area with annual leased housing budget requests. BAH-derived and
     baseline matrices will be used to set leased housing funding allocations.

     1.   Family-Leased Housing (FLH). Eligibility for the FLH program includes pay grade and
          bedroom size combinations up to and including four-bedrooms for which the total housing
          cost of the housing unit for which the member qualifies exceeds the total housing allowance.
          See TABLE 6-3 to determine minimum bedroom requirements.

     2.   Unaccompanied Personnel Leased Housing (UPLH).

          a.    Members Assigned Ashore. Except for unaccompanied members living in UPHs,
                unaccompanied members assigned ashore should live in community-based housing with
                their housing allowance. Obtain Commandant (G-WPM-4) approval prior to assigning
                unaccompanied members assigned ashore to UPLH.

          b.    Members Assigned Afloat. Unaccompanied members in pay grades E-5 and above
                should live in community-based housing with their housing allowance if not assigned to
                UPH facilities. Make UPLH assignments for afloat E-4 and below members only if
                they cannot be berthed in UPH facilities in accordance with Sections 9.B.6 and 9.C.3.
                Give UPLH assignment priority to unaccompanied members in pay grade E-4. See
                Section 9.C.2 for the required six-month live-aboard orientation period for
                unaccompanied members assigned to certain cutters.

     3.    Members Married to Members.

          a.    Members married to members are eligible for FLH provided both are assigned within a
                one hour round trip commuting distance of a common residence and the total housing
                cost for the leasing area exceeds their combined total housing allowance.


                                                 7-3
                               Contents                  Index



      b.   For members not assigned within a one hour round trip commute of a common
           residence, treat each member as a separate, single, single individual in determining
           leased housing eligibility in accordance with Section 7.B.2. An AHA may never
           acquire 2 family leases for the same family.

4.    Transfers. Personnel routinely transferred within a leasing area may continue to occupy
      leased quarters provided they still are eligible for the program.

5.    Members Assigned Overseas. Accompanied and unaccompanied members assigned overseas
      and entitled to Overseas Housing Allowance (OHA) are not entitled to leased housing. DOD
      establishes OHA rates; submit adjustment requests via chain of command to Commandant
      (G-WPM-2).

6.    Restricted Duty. Personnel occupying FLH quarters ordered to restricted duty may continue
      to occupy leased quarters and their dependents may occupy such quarters for the duration of
      the restricted duty tour. In addition, an AHA may assign FLH quarters to dependents of any
      eligible member (E-2 and above) with orders to isolated, dependent-restricted duty provided
      the member is eligible for FLH where he or she requests assignment.

7.    Voluntary Geographic Bachelor. Voluntarily geographic bachelors are not eligible for leased
      housing and may not occupy it under any circumstances.

8.    Involuntary Geographic Bachelor. Assignment of involuntary geographic bachelors to UPLH
      requires written authorization from Commandant (G-WPM-4).

9.    Previous Voluntary Departure from Leased Housing. Do not authorize members who
      voluntarily move out of leased housing to reenter the Leased Housing Program until
      reassigned to another leasing area. The government does not authorize local movement or
      household goods storage for the member's convenience. See Section 8.F.3.b.

10.                                  .
       Refusal to Occupy Owned Housing

      a.   If a prospective occupant refuses to move to available government-owned quarters, he or
           she is not eligible for Coast Guard-leased housing for the duration of his or her PCS tour.

      b.   If a Coast Guard-leased quarters occupant refuses to move to available government-
           owned quarters, immediately provide notice the assigning authority will terminate the
           lease in 30 days. See Section 7.B.10.b.

11.   Change in Eligibility Status.

      a.   In most cases if leased housing occupants become ineligible for leased quarters, allow
           them to remain until they complete a normal tour, including extensions, as defined in
           the Personnel Manual, COMDTINST M1000.6 (series), Section 4.C.2. If they are
           separating or divorcing; see Section 6.D.2.c. Do not allow ineligible members to
           continue to occupy leased quarters once they complete a tour, as extended, even if
           reassigned within the same geographic area. Members with hardships may request an
           individual exemption under with Section 7.C.1.


                                              7-4
                                   Contents                  Index



           b.     Ineligible members required to move from leased housing have these options:

                  (1) Remain in the leased quarters if authorized an individual hardship exemption per
                      Section 7.C.1.

                  (2) Remain in the quarters on a private rental basis if the AHA terminates the lease and
                      the lessor agrees to lease to the member. The member pays any required security
                      deposits in such cases.

                  (3) Locate other acceptable private quarters.

     12.   Length of Occupancy. Advise prospective occupants, occupancy in Coast Guard leased
           quarters is normally allowed for the duration of the member's tour so long as they remain
           eligible. But extenuating circumstances, such as government-owned housing availability,
           budget reductions, misconduct, excessive utility consumption, Lessor's refusal to renew lease,
           etc., could change their eligibility status and necessitate early termination of their leased
           quarters assignment. See Section 6.F.

C.   Exemptions.

     1.    Individual. The AHA has authority to grant most leased housing individual exemptions.
           Commandant (G-WPM-4) must approve exemptions to lease single family homes, exceed
           normal housing unit net square footage standards in Enclosure (15), exceed the number of
           bedrooms for which qualified, or exceed the administrative cost ceiling. Individual
           exemption requests shall be the exception rather than the rule; consider them in conjunction
           with relevant input from responsible Work-Life Dependent Resource Coordinators or Family
           Program Administrators.

     2.    Blanket. Only Commandant (G-WPM-4) may authorize blanket exemptions.

     3.    Requesting an Individual or Blanket Exemption. Follow procedures outlined in the Leased
           Housing Procedures Guide, COMDTPUB P11101.14, to request an exemption. All command
           levels must critically evaluate exemption requests to ascertain actual need. Send requests via
           the chain of command, to include, at a minimum:

           •    A statement explaining the request;

           •    The member’s name and pay grade;

           •    Dependents by age and gender;

           •    Cost of housing unit (rent and utilities);

           •    Size (sq. ft.), number of bedrooms, and address of prospective housing unit;

           •    Special requirements.




                                                      7-5
                                  Contents                 Index




D.   Program Management.

     1.   Responsibilities. See Chapter 2.

     2.   Leasing Quarters.

          a.   Economy. AHAs shall lease a given area’s most economical, adequate quarters
               available. Negotiate only cost-effective rent and utility payments in accordance with the
               Coast Guard Leased Housing Procedural Guide, COMDTPUB P11101.14. Ensure all
               leases are a good value and not excessive in size or amenities. Do not use the average
               cost of current leases as a leasing target. Quarters that meet Section 6.B.2 standards
               generally are acceptable for leasing. Consider neighborhood safety, quality of schools,
               and reasonable proximity to parks and recreation as additional adequacy factors when
               leasing housing.

               (1) Obtain Commandant (G-WPM-4) approval before leasing quarters with five or
                   more bedrooms.

               (2) Phase out leased quarters considered unacceptable from the inventory. Unless
                   critical, a single defect is not cause to declare quarters inadequate. Obtain
                   Commandant (G-WPM-4) approval before renewing leases for quarters determined
                   not cost-effective.

               (3) Observe this priority when leasing quarters:

                       (a) Apartments.

                       (b) Townhouses, condominiums, or duplexes.

                       (c) Single family detached dwellings.

               (4) Efforts to acquire leased housing must cease if adequate quarters are located,
                   available to the prospective occupant, and within their total housing allowances.
                   See Section 7.F.1.c.

               (5) Do not consider pet ownership as a selection factor when acquiring or assigning
                   leased housing. Discourage ownership of large pets, especially when assigning
                   members to apartments, because of the increased likelihood of damage.

          b.   Distributing Leases in a Leasing Area. Distribute leasing allocations among owners to
               derive maximum benefit from a competitive business climate. This normally would
               preclude executing the entire area allocation with one owner, but doing so is authorized
               if it is clearly more advantageous to the government.

          c.   Quarters Under Construction. The Coast Guard may lease only existing properties or
               those in the final construction stages. When leasing incomplete properties, take care to
               ensure landlords do not, after completing construction, allege that properties were


                                                 7-6
                          Contents                Index



          specifically designed, equipped, or constructed for the Coast Guard. The Economy Act
          and various Anti-Deficiency Statutes generally prohibit obligating appropriated funds
          beyond the fiscal year or before funds actually are appropriated.

     d.   Multiple Quarters Under Single Lease Contract. Do not execute one lease for two or
          more housing units on one lease contract. Each leased housing unit must have a
          separate, distinct lease contract.

     e.   Leased Housing as Public Quarters. Operate leased housing as public quarters. The
          lease contract may not be amended to contain clauses naming any member and/or
          member's family as the prospective occupant. The contract may not state or imply it
          will terminate simultaneously when any particular occupant transfers.

     f.   Rent-Set-Aside Program. Do not lease housing in areas with established Rent-Set-
          Aside Programs that provide adequate housing within a member's THA. See Sections
          3.C.7.a and 7.A.6.q.

     g.   Amenities. Leased quarters must be adequate and contain all amenities customarily
          found in most private rental housing. Quarters may not contain undue amenities such as
          individual swimming pools, excessive walks and driveways requiring snow removal,
          large lots requiring extensive lawn and shrub care, docks, or outbuildings except for
          garages and/or storage sheds. Leased quarters should not entail undue liability,
          increased energy cost, or excessive tenant maintenance if alternate, adequate quarters
          are available. Swimming pools, sundecks, and similar amenities are part of many
          modern apartment complexes. The Coast Guard may lease in complexes containing
          such amenities so long as unit costs compare to other economical housing in the area.

3.   Bedroom Allowances.

     a.   FLH. TABLE 6-3 shows bedroom allowances for eligible members. Eligible members
          may be authorized housing units with four bedrooms at most.

     b.   UPLH. Eligible members may live only in multiple-occupancy units. Each person must
          have a separate bedroom. Unless unavailable or not cost-effective, all UPLH leases will
          be three-bedroom units.

4.   Lease Contracting. Each LHA or HR negotiates leases using the United States Coast Guard
     Residential Lease, CG-5571, generated automatically by HMIS. See Enclosure (19). The
     United States Coast Guard Residential Lease General Provisions, CG-5571A, Enclosure (19),
     and the Prelease Inspection Report discussed in Section 5.D.4.a make up a complete lease
     contract. No other lease contracts are authorized and pen and ink changes are not allowed.
     Submit all leases negotiated in accordance with procedures in the Coast Guard Leased
     Housing Procedural Guide, COMDTPUB P11101.14, to the Area Housing Officer, who
     exercises final approval authority. Once approved, the leased housing contracting officer
     executes the lease in accordance with Enclosure (19) and other applicable instructions.
     Commandant (G-WPM-4) authorizes leased housing contracting officers (LHCO) to sign
     leases up to a maximum value of $30,000 per year after successful completion of the Coast
     Guard Leased Housing Contract Training Course. Maintain comparable rental data to


                                           7-7
                         Contents                  Index



support all lease selections. Observe these guidelines when negotiating and executing leases:

a.   Cost-Effectiveness. Negotiate the lowest possible rent and utility payments in
     accordance with Coast Guard Leased Housing Procedural Guide, COMDTPUB
     P11101.14; see Section 7.D.2.a.

b.   Direct Deposit and Electronic Funds Transfer. Lease payments shall be made by
     electronic funds transfer deposited directly into a lessor’s bank account unless the AHA
     waives this requirement. Do not approve new lease contracts not on direct deposit
     unless the housing unit is more cost-effective than other available housing units.
     Encourage all current and potential lessors to sign up for direct deposit and advise them
     of its many benefits, e.g., money received more efficiently, prompt tracing if not
     received, etc. Additional information is available on the CG Finance Center’s Internet
     web site: “www.uscg.mil/hq/fincen/vendor1.htm.”

c.   Utilities.

     (1)   Contracting and Payment. To limit the number of parties involved in a lease,
           negotiate leases with a clause obliging the owner to furnish utilities, except
           telephone. The total rental cost of each leased quarters shall be low enough to fall
           within the prescribed monthly dollar limitation. AHAs should approve a lease not
           including utilities only if no other lessor will agree to include them in the lease and
           no other alternatives exist. Members may not pay any utility costs for any reason.

     (2)   Abuse and Monitoring. Do not tolerate utility abuse in Coast Guard-leased
           housing. Inform the lessor he or she must monitor utilities (unless the lease does
           not include utilities), and notify the Coast Guard if the occupants abuse them. See
           Section 5.E.4. for guidance on utility abuse and monitoring.

d.   Maintenance and Repair. Hold government responsibility for maintenance and repair to
     a strict minimum by stating the lessor's obligation to maintain the property in a
     reasonably good state of repair as a lease provision. The tenant or occupant must perform
     the customary grounds care and housekeeping duties he or she would under private
     tenant/landlord relationships. AHA and LHA special instructions to each occupant on
     assignment to leased quarters must include the tenants' responsibilities for property
     upkeep and should be documented in the tenant occupant guidelines.

e.   Occupant and Lessor Financial Agreements. If the member contracted for quarters
     before the Coast Guard assumed lease obligations, the lessor must return to the member
     any advance rental and/or security deposit he or she paid on executing the government
     lease contract. The standard contract prohibits separate financial agreements and states
     no occupant and lessor financial agreements, including pet agreements, are allowed.
     Contracts written on such quarters must allow the Coast Guard to reassign the quarters
     to another member.

f.   Leasing from Military Members and government Employees. In view of the potential
     for conflict of interest, Federal Acquisition Regulation (FAR) 3.6 and Transportation
     Acquisition Manual (TAM) 1203.6 provisions may govern leasing from government


                                        7-8
                     Contents                   Index



     employees, e.g., military members and civilian government employees. These
     regulations should guide lease negotiations with government employees. Comply with
     these provisions during the initial negotiation process for leasing individually owned
     quarters when leasing quarters under corporate or other ownership forms if such
     ownership includes government employees:

     (1) The lessor and/or owner of the quarters the Coast Guard is contemplating leasing,
         must state if they are a Federal employee in the standard residential lease contract.
         Send the Area Housing Authority all exemption requests to lease from military
         members and government employees in accordance with Section 7.C. The request
         should demonstrate the AHA is granting the individual exemption for the most
         compelling reasons, i.e., cases in which the government's needs can't be reasonably
         supplied otherwise.

     (2) In considering an exemption to allow leasing from a government employee, the
         lease must designate a local "agent" for the property owner who has full authority
         to manage the property. This agent can not be another government employee.

     (3) Prevent charges of favoritism or mismanagement, by not leasing properties owned
         by active duty members or their family when assigned within a one-hour commute
         of the property.

     (4) The lease file shall contain the exemption request and reply, the member's CG-
         4170A, the written designation of the local agent, paper clippings showing housing
         availability, and/or letters from real estate agents stating housing availability at the
         time of the request and the usual items found in a regular lease file. See the Coast
         Guard Leased Housing Procedural Guide, COMDTPUB P11101.14, Chapter 1-I.

     (5) An AHA may lease from U.S. Postal Service employees and military retirees.
         Request an individual exemption for Reservists, regardless of status.

g.   Lease Termination and Vacancies. Terminate the lease contract when the quarters are
     no longer required, there is no prospective occupant within 10 days of vacancy or when
     required under other circumstances. When canceling occupied leased quarters, the
     member is entitled to government-funded local movement or storage of household
     goods in accordance with Section 8.F.f. As a general rule, do not retain vacant
     quarters in inventory beyond 10 days. Two days or less is the normal, accepted time for
     quarters to remain vacant. When deciding to retain vacant quarters, always compare
     local leased housing costs, availability, commuting, travel and transportation cost.
     Obtain advance approval from Commandant (G-WPM-4)'s to:

     (1) Retain vacant quarters in the leasing inventory longer than 30 days.

     (2) Hold leased quarters vacant beyond five (5) calendar days solely for maintenance
         purposes.

h.   Non-discrimination. All Coast Guard leased housing contracts shall contain a statement
     ensuring that quarters are available to all members without regard to their race, color,


                                        7-9
                               Contents                Index



           creed, national origin, age, or sex.

     i.    Smoke Detectors. All Coast Guard-leased quarters must have working hard-wired
           smoke detectors with battery backup on every floor. The owner or the owner's agent
           must purchase, install, and maintain these smoke detectors in accordance with local and
           state law. If neither the locality nor state requires hard-wired smoke detectors with
           battery backup, the owner must purchase, install, and maintain hard-wired smoke
           detectors with battery backup meeting National Fire Protection Association (NFPA)
           Publication 10l, Life Safety Code, standards. See Section 5.E.5.e.

     j.    Carbon Monoxide Detectors. See Section 5.E.5.f.

     k.   Tenant Occupancy Instructions. Section 6.E.1 discusses the requirement for all leased
          housing occupants to sign for receiving tenant occupancy instructions.

5.   Visitation Privileges. In multiple-occupancy UPLH quarters, all tenants must consent before
     any other person(s) may visit. For due cause in particular cases, the Local Housing Authority
     can specify visitation privileges shorter than 30 days, as Section 6.E.2.b describes. Members
     who violate either the applicable procedure or competent authority's pertinent direction may
     forfeit the benefit of leased housing, per Section 6.E.2.b.

6.   Furnishings Policy.

     a.    Rental. Do not rent furniture or lease furnished apartments using Leased Housing
           Program funds. Units may use their AFC-30 funds to rent or lease furniture for leased
           housing.

     b.    Furniture in Common Areas. The furniture a member provides for use in common areas
           (any area except the bedroom) of multiple-occupancy UPLH quarters should meet all
           other occupants' approval and be available for their use.

7.   Occupant Responsibilities. Give a copy of the lease contract to each Coast Guard leased
     housing occupant, who must abide by its provisions. The LHA shall advise a member
     assigned to leased quarters in writing of lease terms specifying occupant responsibilities and
     the strict prohibition against occupant and landlord agreements. Additionally, leased quarters
     occupants have the same responsibilities, as Coast Guard owned quarters occupants as
     Chapter 6 outlines.

8.   Notice of Intent to Vacate Quarters. Section 6.E.2.f.(2) requires housing occupants to give a
     45 day written Notice of Intent to vacate quarters before departure. Except for emergencies or
     short-notice PCS transfers, hold members liable for leased quarters’ vacancy costs.

     a.   To compute the vacancy cost dollar value, pro-rate the month’s rent. The member can
          be held liable for a maximum of one month’s rent.

     b.   The Coast Guard Leased Housing Procedural Guide, COMDTPUB P11101.14, provides
          detailed guidance to recoup funds for leased housing vacancy costs.



                                              7-10
                                 Contents                  Index



     9.    Government's Liability to Occupants. Encourage members occupying government-leased
           housing to maintain suitable private liability insurance coverage against possible losses. See
           Sections 6.E.1.h and 6.E.2.e. Pursuant to the Military Personnel and Civilian Employees
           Claims Act, leased housing occupants may file claims for any loss or damage to their personal
           property located at such quarters, provided the occupants' own negligence did not cause the
           damage. See the Claims and Litigation Manual, COMDTINST M5890.9 (series), Chapter 6.

     10.   Damage to Leased Quarters.

           a. Abuse or negligence of government housing will not be tolerated. The Service requires
              members found responsible for damaging leased quarters to pay full restitution under 10
              USC 2775 provisions, which give the Coast Guard authority to deduct from members' pay
              housing repair or replacement costs resulting from their abuse or negligence or housing
              unit cleaning costs necessitated on assignment termination. See Section 6.G. on assessing
              liability. Follow procedures in the Coast Guard Leased Housing Procedural Guide,
              COMDTPUB P11101.14.

           b. When submitting lessors' housing damage claims, follow the Coast Guard Claims and
              Litigation Manual, COMDTINST M5890.9 (series), Section 3-G-1-b, and the Contract
              Disputes Act of 1978, as amended, 41 USC 601-613. Follow procedures in the Coast
              Guard Leased Housing Procedural Guide, COMDTPUB P11101.14, Chapter 1-F. Settle
              lessor's housing damage claims with 60 days of receiving a properly submitted, complete
              damage claim.

     11.   Inspections. Inspections minimize damages. Check for structural damage, monitor quarters’
           proper maintenance, ensure quarters are clean and adequate for occupancy, curb excessive
           utility consumption by identifying malfunctioning equipment or wasteful energy practices,
           and ensure both occupant and owner are aware of their responsibilities under the lease. See
           Section 5.D. for specific guidance on inspections.

     12.   Monthly Reports. Commandant (G-WPM-4) runs several monthly reports to ensure adequate
           management of government leased housing resources and for CG, DOT, and congressional
           inquiries. Enclosure (1) lists these leased housing and all other reports that can be retrieved
           from HIMS real time.

E.   Funding Procedures.

     1.    Costs.

           a.   AHAs shall manage lease allocations, average cost limitations, and administrative cost
                ceilings within the limitations established annually by Commandant (G-WPM).
                Additionally, an AHA must obtain advance approval from Commandant (G-WPM-4) to
                execute a lease if it exceeds the respective BAH-derived housing cost by 120 percent or
                more; e.g., if the BAH-derived housing cost is $500, the administrative cost ceiling is
                $600: $500 x 120 percent = $600.

           b.   LHAs and AHAs shall ensure cost-effectiveness when renewing current leased contracts.
                Obtain Commandant (G-WPM-4) approval before renewing non-cost-effective leases.


                                                  7-11
                                Contents                  Index



           See Section 7.D.2.a.

     c.    AHAs shall more tightly restrict the Leased Housing Program wherever eligible
           members administer the Leased Housing Program more stringently wherever eligible
           members can afford adequate community-based housing with their housing allowance.

     d. UPLH funding is limited to the required number of berths shown in TABLE 9-1 minus
        available UPH beds. AHAs shall determine the number of available UPH beds in their
        respective areas and strictly manage their UPLH funds accordingly.

2.   Cost Accounts. District, ISC, MLC, and Headquarters accounting offices shall charge these
     cost centers:

      78651                                Family Leased Housing

      78652                                Unaccompanied Leased Housing

     For Commandant (G-WPM-4) AFC-11 and AFC-12 accounts, AHAs, LHAs, and accounting
     offices must charge only actual leased quarters’ direct expenses. Charge expenses supporting
     the Leased Housing Program, e.g., vehicles, data-processing equipment, etc., to local AFC-30
     accounting lines using Servicewide cost centers in place of OPFACs.

3.   Object Class. TABLE 7-1 shows the FINCEN SOP Object Classes for the Leased Housing
     Program.

4.   Funding Requests. Leased Housing Program funding is not guaranteed. AHAs must properly
     plan and budget for these funds. Submit annual leased housing budget requests in accordance
     with Commandant (G-WPM-4) guidance. Generally, requests are due by 1 July for the
     upcoming fiscal year. See Section 7.B for requirement to include baseline matrices with
     funding requests.

5.   Allocations.

     a. Distribution.

          (1)   Distribute allocations based on leasing needs.

          (2)   Commandant (G-WPM) reserves the authority to shift allocations between AHAs to
                meet Servicewide needs.

     b.     Changes. Address requests for changes to lease allocations to Commandant (G-WPM-
            4), who revises leased housing allocations annually.




                                              7-12
                            Contents              Index



CHAPTER 8     FURNISHINGS AND EQUIPMENT

SECTION A.    General
        1.    Application and Scope.........................……………………………………….. 8-1
        2.    Definitions...................................…………………………………………….. 8-1
              a. Continental United States (CONUS)………………………………………. 8-1
              b. Equipment.................................……………………………………………. 8-1
              c. Furnishings...............................…………………………………………….. 8-1
              d. Initial Outfitting........................……………………………………………. 8-1
              e. Overseas..................................…………………………………………….. 8-1
              f. Replacement...............................…………………………………………… 8-1
        3.    Responsibilities and Approvals................……………………………………… 8-1
              a. Commandant (G-WP).........................………………………………………. 8-1
              b. Commandant (G-SEC)........................……………………………………… 8-1
              c. MLC Commanders............................……………………………………….. 8-1
              d. Area Housing Authorities..................………………………………………. 8-2
SECTION B.    Providing Furnishings and Equipment
        1.    Family Housing Furnishings Policy...………………………………………….. 8-2
        2.    Family Housing Equipment Policy.....…………………………………………. 8-2
        3     Family Housing Window Treatments.....………………………………………. 8-2
        4.    Unaccompanied Personnel Housing (UPH)..…………………………………… 8-2
        5.    Remote and Inaccessible Areas.........…………………………………………... 8-2
        6.    Hospitality Kits..............................……………………………………………... 8-3
        7.    Portable Fuel-Fired Heaters...................……………………………………….. 8-3
        8.    Fireplaces and Wood-Burning Stoves............………………………………….. 8-3
        9.    Quarters Occupied by Other Military Services’ or
              Foreign Governments’ Personnel.............……………………………………. 8-3
        10.   Coast Guard Personnel Occupying Other Military Services’ Quarters………. 8-3

SECTION C.    Procuring UPH Furnishings and Equipment
        1.    Determining Requirements......................…………………………………….. 8-3
        2.    Source........................................……………………………………………… 8-3
        3.    Equipment Characteristics.....................………………………………………. 8-4
              a. Piping............................…………………………………………………… 8-4
              b. Gas Connections...........................………………………………………… 8-4
              c. Plumbing Fixtures.........................………………………………………… 8-4
              d. Electrical Equipment......................………………………………………... 8-4
              e. Lighting..................................……………………………………………… 8-5
              f. Telephone/Television and Computer Wiring……………………………… 8-5
              g. Heating, Ventilating, and Air Conditioning………………………………. 8-5
              h. Exhaust Fans..............................…………………………………………… 8-5
              i. Dryer Vents...............................……………………………………………. 8-5
              j. Ranges....................................……………………………………………… 8-5
              k. Garbage Disposals............….............……………………………………….. 8-5
              l. Dishwashers...............................……………………………………………. 8-6
              m.Water Heaters.............................……………………………………………. 8-6


                                    8-i
                                   Contents                    Index



              n. Refrigerators.............................……………………………………………                           8-6
              o. Deep Freezers............................…………………………………………...                          8-6
              p. Barrier-Free Access………………………………………………………..                                            8-6
              q. Equipment Space Limitations...............…………………………………….                             8-6
        4.    Funding.......................................………………………………………………                         8-6
        5.    Types and Grades of Furnishings and Equipment.……………………………                                8-6
SECTION D.   Inventory Management
        1.   General.......................................……………………………………………….                         8-6
        2.   Property Accountability.......................…………………………………………                            8-7
        3.   Identification Marking........................………………………………………….                           8-7
        4.   Inspection of Existing Inventory..............………………………………………                             8-7
        5.   Inventories...................................………………………………………………                          8-7
        6.   Redistribution................................……………………………………………..                         8-7
        7.   Survey and Disposal...........................………………………………………….                           8-7
SECTION E.   Maintenance and Repair
        1.   General.......................................………………………………………………                          8-8
        2.   UPH Furnishings Repair Criteria...............……………………………………                              8-8
        3.   Housing Equipment Repair and Replacement Criteria......................................   8-8
        4.   Equipment Repair Kits.........................……………………………………….                            8-8
        5.   Responsibility of the Housing Authority.......…………………………………                               8-8
        6.   GSA Repair Services...........................………………………………………..                           8-8
        7.   Contracting Services..........................………………………………………….                           8-8
        8.   Unauthorized Work.............................…………………………………………                            8-9
        9.   Accounting....................................…………………………………………….                          8-9

SECTION F.   Shipping and Storing Household Furnishings and Equipment
        1.   Government-Owned Items........................…………………………………….                             8-9
        2.   Local Coordination............................…………………………………………                            8-9
        3.   Moving Household Goods to, from, or Between Local Gov’t Quarters............              8-9

SECTION G.   Installing Occupant-Owned Equipment
        1.   General.......................................……………………………………………….                         8-9
        2.   Approvals.....................................………………………………………………                          8-10
        3.   Installation..................................……………………………………………….                         8-10
             a. Installing and Removing at Government Expense................................….…       8-10
             b. Installing and Removing at Occupant Expense…………………………….                                8-10
        4.   Utility Service...............................……………………………………………..                         8-10
        5.   Altering Quarters.............................……………………………………………                           8-11
        6.   Maintaining and Repairing Privately Owned Equipment...................................    8-10
        7.   Equipment Not Approved for Installation.......…………………………………                               8-11

SECTION H.    Telephone, Television, and Computer Wiring and Maintenance
        1.    General........................................……………………………………………….                       8-11
        2.    Telephone and Cable Television Disconnect and Reconnect Fees.........……..                8-11
        3.    Telephone Wiring...............................…………………………………………                          8-11
              a. General....................................…………………………………………….                         8-11


                                          8-ii
                           Contents                Index



             b. Installation...............................………………………………………….           8-11
             c. Maintenance and Repair.....................…………………………………..             8-12
             d. Modifications..............................……………………………………….            8-12
             e. Removal....................................…………………………………………            8-12
        4. Cable Television (CATV) and Instruments........………………………………                 8-12
             a. General....................................………………………………………….           8-12
             b. Installation...............................………………………………………….           8-12
             c. Maintenance and Repair.....................…………………………………..             8-13
             d. Modifications..............................………………………………………..           8-13
        5. Computer Wiring and Instruments................………………………………….               8-13
             a. General....................................………………………………………….           8-13
             b. Installation...............................………………………………………….           8-13
             c. Maintenance and Repair.....................………………………………….              8-13
             d. Modifications..............................……………………………………….            8-13
             e. Removal....................................…………………………………………            8-13

TABLE 8-1   Allowances for Family Household Equipment..…………………………….                    8-14
TABLE 8-2   Household Equipment Sizes..................…………………………………….                 8-15
TABLE 8-3   Equipment Repair and Replacement Criteria..………………………………                    8-16
TABLE 8-4   Minimum Standard Allowances for Furnishings
            and Unaccompanied Personnel Housing (UPH) Equipment..................…….   8-17




                                   8-iii
Contents   Index
                                Contents                  Index




CHAPTER 8. FURNISHINGS AND EQUIPMENT

A.   General.

     1.   Application and Scope. This Chapter prescribes policies and procedures for providing UPH
          furnishings and housing equipment. This guidance applies to initial outfitting, managing
          inventory, maintaining, repairing, and replacing UPH furnishings and housing equipment for
          all housing under the Coast Guard’s management control except for command, special
          command, and flag quarters. See COMDTINST 11103.1A for guidance on these types of
          quarters.

     2.   Definitions. For this Chapter, these definitions apply.

          a.    Continental United States (CONUS). The forty-eight contiguous states and the District
                of Columbia.

          b.    Equipment. Major household appliances listed in TABLE 8-1.

          c.    Furnishings. Includes UPH furniture and miscellaneous items listed in TABLE 8-4.
                The term "furnishings" does not include such household items as radios, audio
                equipment, televisions, VCRs, vacuum cleaners, table linens, cutlery, silverware, dishes
                and kitchen utensils, except for use in special command positions.

          d.    Initial Outfitting. Authorized items of UPH furnishings and housing equipment
                procured for inclusion in newly constructed or acquired housing.

          e.    Overseas. All areas outside the United States’ continental limits, including Alaska and
                Hawaii.

          f.    Replacement. Substituting new or serviceable items gained from procurement or
                transfer for economically non-repairable authorized items of UPH furnishings and
                housing equipment in the inventory.

     3.   Responsibilities and Approvals. The below have responsibility and approval authority for
          managing and controlling equipment and UPH furnishings:

          a.    Commandant (G-WP).

                (1)    Establishes standards, criteria, allowances, procedures, and controls for
                       providing UPH furnishings and housing equipment.

                (2)    Recommends to the Secretary of Transportation the designation of and changes
                       to special command positions.

          b.    Commandant (G-SEC). Programs and budgets funds to initially outfit UPH furnishings
                and housing equipment as part of the individual housing project.

          c.    MLC Commanders.


                                             8-1
                                  Contents                  Index



                (1)    Approve all requests for improvement over $10,000 to any one house in any one
                       fiscal year. See the Civil Engineering Manual, COMDTINST M11000.1
                       (series).

                (2)    Approve all equipment waiver requests.

          d.    Area Housing Authorities (AHAs).

                (1)    Redistribute excess UPH furnishings and housing equipment within their
                       respective areas to meet authorized requirements, thus reducing funding
                       requirements for procurement.

                (2)    Review equipment allowances and specifications included new construction or
                       existing housing improvement projects to ensure items conform to these
                       prescribed specifications and allowances.

                (3)    Approve procurement of unanticipated requirements for authorized equipment
                       with available funds.

B.   Providing Furnishings and Equipment.

     1.   Family Housing Furnishings Policy. Government furnishings are not authorized in Coast
          Guard family housing and will not be provided to personnel for use in member-rented or -
          owned housing. Existing government furnishing will not replaced personnel occupying
          government-owned and -leased family housing will use personally owned furnishings.
          Maintain comparable procurement data to support lease selection.

     2.   Family Housing Equipment Policy. All government-owned or leased family housing will
          contain ranges and top-freezer refrigerators. As a general policy, do not permit occupants to
          use personally owned equipment in the place of government-owned equipment, unless AHAs
          approve using occupant-owned equipment. If an AHA grants an exception, it will advise
          occupants it cannot expend government funds to maintain and repair personally owned
          equipment; see Section 8.G. AHAs will not provide government-owned equipment in non-
          government-owned housing.

     3.   Family Housing Window Treatments. Provide Venetian blinds, mini-blinds, or shades for
          each standard window in government-owned family housing.

     4.   Unaccompanied Personnel Housing (UPH). In providing furnishings and equipment in Coast
          Guard UPH facilities, follow Section 9.C.7, TABLE 8-4, and the Unaccompanied Personnel
          Housing (UPH) Design Guide, COMDTINST M11012.6 (series). Coast Guard personnel
          may use personally owned furniture when authorized by the commanding officer controlling
          the UPH.

     5.   Remote and Inaccessible Areas. Government-owned furnishings are authorized to be used in
          the place of personally owned furnishings in remote, inaccessible areas where transportation
          difficulties and length of duty tour make government furnishings more economical. Make
          realistic calculations supporting the economic benefit to the government when making


                                            8-2
                                Contents                   Index



          decisions in favor of providing government-owned furnishings. Contact COMDT (G-WPM-
          4) for factors to assist in making this determination.

     6.   Hospitality Kits. The restrictions on government-supplied furnishings do not preclude
          temporarily lending appropriated or non-appropriated fund property, such as Hospitality Kits,
          to newly arrived or departing personnel as an interim measure pending their receipt of or after
          shipping personal household goods.

     7.   Portable Fuel-Fired Heaters. Portable kerosene and other unventilated fuel-fired heaters are
          prohibited in government-owned or -leased units.

     8.   Fireplaces and Wood-Burning Stoves. Generally, fireplaces and wood-burning stoves are not
          authorized in government-leased or -owned quarters. In some cases, however, Area Housing
          Authorities may authorize fireplaces and wood-burning stoves if a qualified technician
          inspects and certifies these devices as safe for use annually before the heating season.

     9.   Quarters Occupied by Other Military Services’ or Foreign governments’ Personnel. When
          other military Services’ members or foreign governments’ citizens occupy Coast Guard
          housing, provide UPH furnishings and housing equipment to the same extent and on the same
          basis as for similar quarters occupied by Coast Guard personnel.

     10. Coast Guard Personnel Occupying Other Military Services’ Quarters. The Coast Guard will
         not supplement furnishings and equipment provided by a host Service to Coast Guard housing
         occupants.

C.   Procuring UPH Furnishings and Housing Equipment. When authorized to procure UPH furnishings
     and housing equipment, follow these procedures.

     1.   Determining Requirements. Activities authorized to procure UPH furnishings and housing
          equipment have primary responsibility for determining requirements within policy limitations.
          Each activity should tabulate the kinds and quantities of items in demand at the activity as a
          basis for experience tables to guide maintaining, managing, and adjusting the inventory. In
          determining UPH furnishing requirements, types, sizes and quantities of items for each room
          will be determined by a layout to scale for each room, giving consideration to room size, wall
          openings, door swing, and electrical outlets. Specified pieces’ sizes and lengths must be
          compatible with window opening heights and if possible, permit some flexibility in room
          arrangement. Base housing equipment procurement planning on the total units of housing
          plus approximately five- percent additional stock for emergency replacements. Take care to
          ensure the quarters have adequate space for equipment without structural modifications and
          utilities service, outlets, and connections will be available and properly positioned for the type
          of equipment proposed. All requests to procure equipment for overseas areas must include
          special characteristics required, e.g., voltage, cycles, lead-in wiring, phasing, types of gas,
          etc., to ensure equipment provided will operate in locations with limited power supplies.

     2.   Source. Use the GSA catalogue or Federal Supply Schedule as procurement sources unless
          otherwise authorized in the Federal Acquisition Regulations, Section 8.001. See the CG
          Acquisition Procedures (CGAP), COMDTINST M4200.19 (series) for procurement
          instructions. If usable excess equipment is available, use it instead of new procurement if the

                                             8-3
                             Contents                  Index



     type and capacity will reasonably meet requirements.

3.   Equipment Characteristics. Procured equipment for use in Coast Guard housing will conform
     to the criteria below, the allowances in TABLEs 8-1 and 8-4, and the latest revised Federal
     specifications. When acquiring a unit by direct purchase, do not reject it solely because its
     supplied equipment does not conform to standards. Note any exceptions in the appropriate
     engineering documentation.

     a.   Piping. Water piping under concrete slabs shall be copper tubing, type K, annealed.
          Joints under slabs are prohibited. Interior water piping shall be type K or L, hard-drawn
          copper or chlorinated polyvinyl chloride (CPVC) plastic pipe, conforming to ASTM
          D2846, SDR 11. Fittings for soft copper tubes shall conform to ANSI B16.26 and
          ANSI B16.22 for hard-drawn. Solvent cement used to join CPVC pipe and fittings shall
          bear the seal of approval for use in friction type (threaded or union). Use under-slab
          supply piping only under the unit service entrance. The service line to each housing unit
          must be at least ¾ inch in diameter.

     b.   Gas Connections. Using semi-rigid and flexible connectors for gas equipment and
          appliances is prohibited, except kitchen ranges’ final connections shall conform to
          American National Standards Institute (ANSI) specification Z21.45. Gas appliances’
          flexible connectors of other than all metal construction shall be 40 inches long at most.
          Provide an accessible gas shutoff valve and coupling for each gas equipment item and
          comply with local and/or seismic codes.

     c.   Plumbing Fixtures. Fixtures and trim shall comply with Federal Specification WW-P-
          541. Fixtures shall be complete with fittings and chromium or nickel-plated brass
          (polished bright or satin surface) trim. The same manufacturer must make all fixtures,
          fittings, and trim in a housing site in the same finish.

          (1)     All faucet handles shall be single control type, with seals and seats combined in
                  on replaceable cartridge designed to be interchangeable among similar fixtures,
                  such as lavatories, bathtubs and kitchen sinks, or having replaceable seals and
                  seats removable either as a seat insert or part of a replaceable valve unit.

          (2)     Conceal all piping. Water supply lines to all plumbing fixtures must have stops,
                  except where inaccessible for tub and showers.

     d.   Electrical Equipment. Provide a separate branch circuit for the clothes washer, clothes
          dryer, electric range, dishwasher, and freezer outlet. Provide two-branch outlets for
          small kitchen appliance outlets, the electric hot water heater, and air conditioners.

     e.   Lighting. Provide at least one lighting fixture and one ground-fault-protected outlet in
          each unit’s entry, garage/carport, or patio/balcony area(s). The light fixtures at entry
          and patio/balcony areas must have an interior switch. Entryways serving two or more
          living units and common carports may have a photocell-activated common light in the
          place of individual switched lights. Provide light fixtures operated by wall switches for




                                       8-4
                     Contents                 Index



     all rooms except the living room, which must have a convenience outlet, half controlled
     by a wall switch, located at the room’s entrance.

f.   Telephone/Television and Computer Wiring. See Section H.

g.   Heating, Ventilating, and Air Conditioning. All materials and equipment shall be the
     latest standard catalogue products of air conditioning manufacturers and comply with
     applicable Underwriters Laboratories, Inc. (UL), American Gas Association (AGA), Air-
     Conditioning and Refrigeration Institute (ARI), National Electrical Manufacturers
     Association (NEMA), ANSI, or other national trade association standards. All heating,
     ventilating, and air conditioning equipment shall deliver current acceptable ARI and
     AGA Energy Efficiency Ratings (EER).

h.   Exhaust Fans. Duct bathroom and kitchen exhaust fans to the outside. Bathroom
     exhaust fans shall be wall or ceiling-mounted and sized to provide at least 10 air
     changes per hour in the ventilated space.

i.   Dryer Vents. Four-inch diameter dryer vents equipped with an exterior wall cap and
     damper shall discharge to the exterior and connect to owner-owned dryers (one dryer to
     a vent). Vent pipes shall be at most 20 ft. long and have a maximum vertical run of 12
     ft. Dryer vents shall not emit exhaust in the immediate vicinity of the air conditioning
     compressor units, entry doors, patio or balconies, carports, or other undesirable areas.

j.   Ranges. Ranges shall be Type 1, free standing, and a minimum of 30 inches wide, have
     a porcelain enamel cook-top, oven, clock with timer, oven light, and cooking surface
     light.

     (1)    Gas Ranges. Shall be procured using the most recent Federal specification (S-R-
            44) revision. All gas ranges shall have two 6-inch and two 8-inch burners, a
            continuous cleaning oven surface, and AGA-approved electronic ignition.
            Standing pilot flames are prohibited. Special features are optional for overseas
            areas because of their high maintenance potential.

     (2)    Electric Ranges. Shall be procured using the most recent Federal specification
            (W-R-101) revision. Electric ranges shall have four tubular plug-in surface
            elements of at least 4,500 watts, removable reflector bowls, infinite-control
            switches, and range indicating lights. Ovens shall have one 2,000 watt-
            minimum tubular broiling element and one 7,000 watt-minimum baking
            element, oven indicating light, thermostatic heat control, utensil drawer, and one
            400 watt grounding-type appliance outlet conforming to NEMA WD 1. Special
            features will be as described for gas ranges.

     (3)    Range Hoods. Provide metal range hoods the same width and finish as the range
            with separately switched light and exhaust fan and a washable filter. The fan
            shall have a capacity of at least 50 cfm per linear foot of range hood. The
            maximum sound level is 6 sones.

k.   Garbage Disposals. Garbage disposals shall have at least a ½-HP motor, stainless steel


                                 8-5
                                   Contents                 Index



                grinding elements, two 360° stainless steel swivel impellers, manual motor reset, and
                sound insulation. A plug connector is required.

          l.    Dishwashers. Electric dishwashers shall have an air gap, racks, lift-out utensil holder,
                spraying arms, and detergent dispenser. The automatic controls shall cycle through the
                Wash, Rinse, Dry/Heat, and Stop phases and capable of manual setting to repeat or skip
                any phase. The unit shall contain an instantaneous, or inline, water heater booster with
                an automatic thermostat set for 140° F. A plug connector is required.

          m.    Water Heaters. Water heaters shall comply with Federal Specification W-H-196, Group
                B, with a 0.613 Service Efficiency (SE). Water heater sizes shall comply with TABLE
                8-2.

          n.    Refrigerators. Shall be free-standing, Type V, Grade A, top-freezer refrigerators
                conforming to Federal Specification AA-R-211. Refrigerator sizes shall comply with
                TABLEs 8-2 and 8-4.

          o.    Deep Freezers. Shall be freestanding and conform to Federal Specification AA-F-
                700B. 11 cubic foot upright deep freezers may be procured for quarters authorized in
                accordance with TABLE 8-1.

          p     Barrier-Free Access. The equipment characteristics specified in Paragraphs 8.C.3.a.-o
                are not mandatory when retrofitting government quarters to provide barrier-free access.
                Substitute equipment listed in Uniform Federal Accessibility Standards, Parts 4.34.6
                and 4.34.7.

          q.    Equipment Space Limitations. If the dimensions of the proposed equipment location
                will not accommodate the standard size listed above, a smaller unit than listed in the
                Federal Specifications is permitted.

     4.   Funding. Commandant (G-SEC) will program funds from AC&I appropriations to procure
          UPH furnishings for new UPH facilities’ initial outfitting. Funds to replace and repair UPH
          furnishings and procure and repair equipment, and for recurring maintenance and routine
          change-of-occupancy renovation are an AFC-30 responsibility.

     5.   Types and Grades of UPH Furnishings and Housing Equipment. UPH Furnishings and
          housing equipment should be of good quality and within price ranges suitable for occupant
          categories. Seek simple, interchangeable, and adaptable to different room sizes and window
          and door arrangements, durable, low maintenance, economical, and easily warehoused
          furniture and equipment acceptable to persons of different tastes. Select furniture types and
          fabrics appropriate to the climate and particular housing units. The general styling and
          materials should be compatible with a wide range of items occupants might bring to the
          quarters, such as television and stereo units.

D.   Inventory Management.

     1.   General. UPH furniture and housing equipment inventory represent a large investment, it and
          procurement limitations require sound inventory management. This Section establishes


                                            8-6
                           Contents                 Index



     uniform procedures among activities while retaining inventory flexibility to meet local
     conditions.

2.   Property Accountability. Maintain and keep readily available in the family housing or UPH
     office a record of all UPH furnishings and readily removable housing equipment such as
     ranges, refrigerators, washers, dryers, freezers, and dishwashers. Use standard stock-card
     forms, locally adapted forms, or various electronic formats.

3.   Identification Marking. For control purposes mark each UPH furniture and housing
     equipment item with stencils, metal tags, or other permanent means to identify it as Coast
     Guard property. Do not re-mark previously identified items. Generally, the manufacturer
     will make these markings; procurement requisitions should specify them. Place markings
     inconspicuously so as not mar the items’ appearance. Serially numbering items is generally
     not necessary.

4.   Inspecting Existing Inventory. In managing existing inventories, inspect items in use and
     stored to ensure they are in good condition or can be repaired economically. The activity will
     review items’ distribution and adjust inventory to ensure retained items’ kinds and quantities
     are consistent with requirements. Continue such inventory adjustments as necessary to meet
     changing requirements. Frequent reappraisal of needs will result in a reasonable good
     balance of inventory to requirements.

5.   Inventories. Each AHA shall require LHAs or UPH managers to maintain a current inventory
     of all UPH furnishings and housing equipment, including all items in family quarters and in
     storage. Enter UPH furnishings and housing equipment in occupants’ custody on the
     Quarters Condition Inspection Report, enclosure (5), and the Furnishings Custody Receipt
     and Condition Report (AF Form 228), enclosure (21) or similar forms as determined by the
     AHA and be accounted for on assignment and termination as Chapter 6 prescribes. Maintain
     records of stored items on standard stock-card forms or a suitable, locally adapted form.

6.   Redistribution. UPH furnishings and housing equipment excess to an activity's requirements
     may not be diverted for any other use except as Section 8.A.3.d.(2) authorizes.

7.   Survey and Disposal. In surveying and disposing of UPH furnishings and housing equipment,
     follow the Property Management Manual, COMDTINST M4500.5 (series). A survey
     provides an administrative review of the condition of property, the cause, and responsibility
     for its condition, and an authorization to remove it from property records. This guidance
     applies:

     a.   If equipment for surveying has served the time-in-use prescribed in TABLE 8-3, the
          housing authority takes informal survey action.

     b.   If surveyed items are beyond economical repair but have not served a reasonable time-
          in-use, send the original survey to the Area Housing Authority for final review and
          approval.

     c.   Dispose of UPH furnishings and housing equipment through supply channels serving
          the activity.


                                       8-7
                                   Contents                  Index



E.   Maintenance and Repair.

     1.   General. Limit maintenance and repair of UPH furnishings and housing equipment to that
          necessary to keep items in a serviceable condition and protects the government's investment.
          Do not have work done which is uneconomical in relation to the item’s replacement cost.
          The quality of materials and workmanship used to maintain, repair, or rehabilitate furnishings
          and equipment will be consistent with the planned use. Use materials more durable than the
          original, only if anticipated reductions in future maintenance costs within the item’s expected
          life will offset the increased cost.

     2.   UPH Furnishings Repair Criteria. Repair to authorized government-owned UPH furnishings
          will not exceed 75 percent of replacement costs. See Enclosure (6) from the Property
          Management Manual, COMDTINST M4500.5 (series).


     3.   Housing Equipment Repair and Replacement Criteria. Usually housing equipment used longer
          than TABLE 8-3’s guidelines will not meet minimum performance standards. Additionally,
          repair parts for older equipment may not be available. However, age shall not be the sole
          criterion for planned replacement. Accordingly, to calculate whether to repair or replace
          damaged household equipment, see TABLE 8-3.

     4.   Equipment Repair Kits. INCONUS, equipment repair kits generally are not required since
          service sources are readily available. Overseas activities should obtain spare parts kits on the
          basis of 1 for each 75 or 100 units of each equipment type. The procurement contract should
          require the manufacturer to provide spare parts kits.

     5.   Responsibility of the Housing Authority. The Housing Authority shall maintain and repair
          UPH furnishings and housing equipment through station forces, GSA services, or contracts
          with private companies, using AFC-30 funds. To gain the benefit of volume prices when
          contracting this work, activities reasonably close to service sources should coordinate to get
          required repair and continuing maintenance under one contract. Periodically inspect UPH
          furnishings and housing equipment in use to determine the need for repairs. To minimize the
          number of individual inspections in occupied units, inspect units on change of occupancy and
          during regular inspections unless surveying for a replacement program of significant
          magnitude. It is equally important to frequently inspect the condition of storage space and
          stored items and take any action required to protect stored items.

     6.   GSA Repair Services. If repair requirements exceed in-house capabilities, GSA services shall
          be the primary source of repair work. Submit repair orders to the GSA regional office that
          normally performs the activity’s procurement, unless applicable contracts specify otherwise.
          The activity should prescribe the scope of work required, finishes, fabrics or other covering
          materials, and time schedules for delivering finished work. The activity should arrange to
          furnish the covering materials to be used if those available through the GSA contractor are
          unsuitable. The GSA regional office will advise the activity of the types of repair service
          available, applicable specifications, costs, and time schedules. If GSA sources cannot provide
          timely repair service, the activity may obtain this service through private contractors. See
          Federal Acquisition Regulations, Section 8.001.


                                             8-8
                                Contents                  Index



     7.   Contracting Services. In contracting maintenance and repair services for UPH furnishings or
          housing equipment, exercise care in preparing specifications to define the scope of work,
          specify finishes, hardware, materials, inspections, and so on. Commandant (G-A) can
          provide professional assistance in this area. Therefore, send specifications developed for
          continuing contracts or those involving substantial funds to Commandant (G-A) for prior
          review.

     8.   Unauthorized Work. Government procurement or repair of personally owned furnishings and
          equipment is unauthorized.

     9.   Accounting. The Financial Resource Management Manual (FRMM), COMDTINST
          M7100.3 (series), prescribes how to account for labor and material or contract costs.

F.   Shipping and Storing Household Furnishings and Equipment.

     1.   Government-Owned Items. Section 8.B. establishes policy and authorizes station forces or
          contracted personnel to move and handle government-owned furnishings and equipment
          locally. Fund the costs associated with such moves with unit OE funds.

     2.   Local Coordination. The housing office and local transportation and supply organization(s)
          should coordinate closely and exchange information to efficiently, promptly place or remove
          furnishings and equipment into or out of housing, as well as fund costs for carrying and
          handling privately owned items.

     3.   Moving Household Goods to, from, or Between Local Government Quarters.

          a.    The Coast Guard Personal Property Transportation Manual, COMDTINST M4050.6
                (series), covers authorized government-directed local moves or storage of household
                goods. In general, the government must fund moving a member’s household goods
                either with AFC-20 funds on PCS or retirement orders or local AFC-30 funds from the
                MLC, district, ISC, or the unit ordering the move on a government-directed local move.
                Dislocation allowance (DLA) is not authorized for local moves incident to assignment
                or termination of government-owned or leased quarters.

          b.   Area and local housing authorities may authorize to direct household goods’ local
               movement or storage when appropriate pursuant to this Manual’s policies and
               guidelines. Do not order household goods’ local movement or storage for the member’s
               convenience. Movement and storage of household goods for personal reasons or for the
               convenience or morale of members is not authorized and may not be paid from
               government appropriated funds. The government can not fund moving household goods
               between local government owned or leased quarters because of an increase in bedroom
               eligibility, such a move is voluntary.

G.   Installing Occupant-Owned Equipment.

     1.   General. The Service's housing authorities have not yet modernized all family housing to
          accommodate all currently available electronic equipment or installed additional electric
          circuits, outlets, water, sewer, or gas connections to serve such equipment. To alleviate this


                                             8-9
                               Contents                  Index



     situation and improve quarters’ livability to the maximum practical extent, members may
     install their own appliances and equipment in family quarters as this Section describes.
     However, if the quarters are occupied under the Coast Guard-leased housing program, claims
     resulting from damage to or loss of personal property so installed are not payable under the
     Military Personnel and Civilian Employees Claims Act. See also Sections 8.B.7 and 8.

2.   Approvals. The occupant may write the Housing Officer to request approval to install items
     to serve all currently available electronic equipment; the request should contain information
     about the type of equipment, make, model, and characteristics pertinent to installation.
     Subject to prescribed limitations, the housing officer may approve the installation in writing
     and state the occupant's responsibility to install, maintain, repair, and remove the equipment,
     liability, restoring the premises, and other matters the Housing Officer considers pertinent. If
     equipment approved for installation requires providing an electrical circuit, outlet, water,
     sewer, or gas connection or venting or minor structural modifications, installation approval
     shall include the scope of work to be performed, cost, and funding.

3.   Installation. While "installation" normally refers to providing utility connections for the
     equipment, it also may include placing the equipment in the government's best interest to
     ensure proper location or minimize damage to quarters. Equipment is "installed" when space,
     utility connections, and any required venting are complete. The housing officer shall
     supervise and/or inspect placement, providing connections, removing the equipment, and any
     required restoration of the premises to ensure compliance with applicable regulations and
     good practices. The government shall perform work, or, if the activity has contracted for
     installing and maintaining government-owned equipment, the contractor may install it. Only
     install equipment tested and approved by an appropriate, nationally known testing laboratory.

     a.    Installing and Removing at Government Expense. Costs associated with installing and
           removing occupant-owned equipment may be charged against unit housing funds when
           facilities provided for installing occupant-owned equipment will be available to and
           benefit future occupants over the long term. The housing officer should charge
           authorized work to housing operation and maintenance AFC-30 funds.

     b.     Installing and Removing at Occupant Expense. The occupant pays to install and
            remove personal items from structures at his or her own expense according to these
            criteria:

           (1)    Subject to the Housing Officer's approval, the occupant pays for work that will
                  not benefit future occupants on a long-range basis.

           (2)    When occupants propose to use their own equipment, including air-conditioning
                  equipment in certain areas, they pay to install such occupant-owned equipment.
                  This limitation does not apply to installing personally owned clothes washers
                  and dryers as cited in Section 8.G.3.a.

4.   Utility Service. Existing utility systems, transformer capacity, service lines to the housing,
     and other facilities pertinent to the installation must be adequate. Do not use installation of
     occupant-owned equipment to justify constructing additions to utility plants, systems, or


                                        8-10
                                Contents                   Index



          services.

     5.   Altering Quarters. The Housing Officer may approve minor changes to government-owned
          quarters on written proof of need and will reserve the right to require returning the quarters to
          their previous condition.

     6.   Maintaining and Repairing Privately Owned Equipment. The occupant pays to maintain,
          repair, and service privately owned items used in housing in lieu of or in addition to
          Government-owned items, in accordance with regulations issued by the activity Housing
          Officer. The Housing Officer will maintain a record of personally owned equipment installed
          in housing to prevent issuing erroneous repair and service orders or government funds spent
          to maintain and repair occupant-owned items.

     7.   Equipment Not Approved for Installation. Do not install these occupant-owned equipment for
          occupants: air conditioning units requiring duct work or fixed-water or drain connections;
          attic or wall fans requiring permanent attachment to the building and structural modifications;
          built-in automatic dishwashers; domestic water heaters; electric or gas water heaters;
          evaporative coolers requiring duct work; or mechanical garbage disposal units, hot tubs,
          saunas, or high energy-consuming hobby equipment such as kilns or arc welders.

H.   Telephone, Television, and Computer Wiring and Maintenance.

     1.   General. Because of telephone companies' divestiture of certain responsibilities, they have
          changed installation and line maintenance policies nationally, resulting in the need to clarify
          maintenance and cost responsibilities for telephone installation and wiring.
          Telecommunications devices currently sold may require additional and/or different jacks or
          telephone lines not currently available in Coast Guard housing units. Available in many
          communities, members may choose to pay cable television installation costs. Coast Guard
          members may want additional telephone lines for family or computer use. This policy should
          assist the Local Housing Authority (LHA) in approving installation requests for and funding
          maintenance of telecommunications wiring in Coast Guard housing.

     2.   Telephone and Cable Television Disconnection and Reconnection Fees. The member pays
          these fees when he or she is required to perform a government-directed non-PCS move from
          one housing unit to another. If so, the member is authorized reimbursement from AFC-30
          operating funds of the district, ISC, or unit ordering the move for one telephone and one cable
          television line. Charge the appropriate maintenance repair or renovation project if that was
          the reason for the government-directed move.

     3.   Telephone Wiring.

          a.    General. Coast Guard-owned housing units normally include inside telephone wiring
                and telephone jacks. The Coast Guard pays to install wiring and jacks for new
                construction or renovation, unless the telephone company provides them. The member
                provides telephone devices. The member pays connection and disconnection line
                charges except as noted in Section 8.H.2.

          b.    Installation. With the LHA’s approval, the member may pay to install up to 3 additional


                                            8-11
                             Contents                  Index



          telephone lines and associated telephone jacks.

     c.   Maintenance and Repair.

          (1)    The Coast Guard pays to maintain or repair all telephone wiring within the
                 walls, floors, and ceilings of government-owned housing where local telephone
                 companies divest themselves of this responsibility.

          (2)    Responsible commands will make repairs using staff, GSA, or contractor
                 services, including telephone companies when cost-effective. The Coast Guard
                 will reimburse the member for repairs made under command-authorized use of
                 telephone company services but not for repairs caused by occupant damage. The
                 need for inside wiring repairs should be rare. LHAs shall ensure the government
                 does not fund repairs for occupant damage.

          (3)    Housing occupants are not required to pay telephone company maintenance
                 contract fees for wiring within housing structures. There is no reimbursement to
                 members choosing to pay such fees.

          (4)    The Coast Guard will use staff, GSA, or contractor services, including telephone
                 companies, to repair damage a member causes to inside wiring or jacks and bill
                 the member unless the local telephone company repaired the damage and billed
                 the member directly.

          (5)    The member pays to maintain and repair telephone instruments.

     d.   Modifications. The occupant may add special jacks or wiring extensions without
          notifying the LHA if the modification does not require cutting holes in the structure and
          are removable without damaging the structure, wiring, or jacks.

     e.   Removal. Do not remove any inside telephone wiring or jacks installed by the Coast
          Guard or occupant or modifications listed in Section 8.H.3.d., except for the telephone
          wall plate the occupant provided.

4.   Cable Television (CATV) Wiring and Instruments.

     a.   General. Local commands may allow a commercial cable television (CATV) company
          to install a cable system in housing areas and facilities. Housing may be wired for
          CATV as part of a new construction or renovation contract. The member will provide
          television sets and must pay connection and disconnection line charges, except as noted
          in Section 8.H.2.

     b.   Installation. The system will include a service entrance for each housing unit in the
          housing area(s) and housing facility served. The Coast Guard is not responsible for
          installation charges. Subscriber costs will be the responsibility of the occupant. If a
          housing unit can be individually wired for CATV, occupants may have CATV installed
          or modified at their own expense.



                                      8-12
                          Contents                 Index



     c.   Maintenance and Repair. Section 8.H.3.c.(1)-(5) conditions apply. Replace "telephone"
          with "CATV."

     d.   Modifications. Generally, law and/or a contract agreement between the member and
          CATV company limit CATV modifications. Within that limit, Section 8.H.3.d. applies.
          Members pay for any modifications, including fines, fees, or damages due to illegal
          modifications.

5.   Computer Wiring and Instruments.

     a.   General. Coast Guard-owned housing occupants may normally possess and use their
          own or government-issued computers. The occupant will pay all costs associated with
          special telephone lines, modems, shielding, or filters for personally owned computers.

     b.   Installation. The occupant may have installed at their expense, additional telephone
          lines or other associated computer devices. This does not preclude the local command
          to use unit operational funds to install a computer for operational reasons. The occupant
          is responsible for any subscriber costs associated with the computer installation.

     c.   Maintenance and Repair. The command pays to repair equipment installed for
          operational reasons. The LHA shall maintain a record of installations to avoid using
          housing funds for command-initiated installations. For occupant-owned computers,
          Section 8.H.3.c.(1)-(5) policies apply to computers. The Coast Guard does not pay for
          any damage or loss of occupant-owned computer hardware or software. Occupants
          should obtain insurance to cover damage to or loss of computer equipment.

     d.   Modifications. The occupant is allowed to add special jacks or cable extensions without
          notifying the LHA if the modification does not require cutting holes in the structure and
          can be removed without damaging the structure.

     e.   Removal. The occupant may not remove any computer wiring or jacks installed within
          the walls, floors, or ceilings.




                                      8-13
                                    Contents                 Index




          TABLE 8-1. ALLOWANCES FOR FAMILY HOUSEHOLD EQUIPMENT
                 Item                      Allowance                   Basis of Issue
Ranges; Electric or Gas                        1           Per unit4
Refrigerator                                   1           Per unit4
Smoke Detector (hardwired w/battery            1           Per floor per unit
  backup)
Carbon Monoxide Detector                       1           Per living floor per unit
Deep Freezer                                    1          Per unit for health reasons;
                                                           Quarters in remote areas1
Clothes Washer                                 1           Overseas2
Clothes Dryer                                  1           Same as washer
Dishwasher                                     1           Per unit3
Garbage Disposal                               1           Per unit3

Notes:

1.   Providing deep freezers in quarters is limited to those where the cognizant medical officer
     certifies such equipment is necessary to safeguard health and in remote areas where members
     must purchase larger than normal amounts of food and station cold storage facilities are
     limited.

2.   Clothes washers and dryers are not authorized in the United States but may be provided
     overseas. Common laundry rooms should be provided where washers and dryers have been
     approved and multifamily units’ design make this feasible.

3.   Dishwashers, garbage disposals, microwave ovens, trash compactors, and ice makers are
     provided for existing units as improvement projects.

4.   A second range and refrigerator may be provided for flag and command quarters.




                                             8-14
                             Contents                  Index




                    TABLE 8-2. HOUSEHOLD EQUIPMENT SIZES
          Item                                       Unit Type
Refrigerator
   2 bedroom unit        16 sq. ft.
   3 bedroom unit        16 sq. ft.
   4 bedroom unit        16 sq. ft.
   5 bedroom unit        19 sq. ft.
Water Heater
  2 bedroom unit         30 gal. gas or 40 gal. Electric
  3 bedroom unit         40 gal. gas (or 30 w/0.8 SE) or 60 gal.
                          Electric
   4 bedroom unit        50 gal. gas or 80 gal. electric
   5 bedroom unit        50 gal. gas or 80 gal. electric




                                         8-15
                                               Contents                        Index



                  TABLE 8-3. EQUIPMENT REPAIR AND REPLACEMENT CRITERIA




Steps:

1.       Determine appliance age.
2.       Determine expected life of appliance.
3.       Estimate repair costs.
4.       From GSA schedule, determine replacement cost of an item of essentially the same size and features.
5.       Establish a baseline by connecting the Replacement Cost and the Expected Life.
6.       Intersect the baseline with the appliance’s actual age.
7.       From this intersection point, identify the Maximum Allowable Repair Cost by projecting a horizontal line to intersect
         with the ordinate.
8.       If the intersected cost on the ordinate is greater than the estimated cost, then undertake repairs. If the results are equal
         or nearly so, repair is usually the better alternative because of the high initial cost of replacement equipment. However,
         weigh intangible factors such as size differential between the old and new piece of equipment, desirable features of new
         technology, new equipment’s lower energy use or operating costs, and availability of funds for replacement.



                                                          8-16
                                    Contents              Index




       TABLE 8-4. MINIMUM STANDARD ALLOWANCES FOR FURNISHINGS AND
               UNACCOMPANIED PERSONNEL HOUSING EQUIPMENT

                  Item                     Allowance           Basis of Issue and Remarks
Box spring & mattress, standard 39" x             1       per occupant
75" twin size
Bed frame, twin                                   1       per occupant
Pillow                                            1       per occupant
Blanket                                           1       per occupant
Sheet and pillow case set                         1       per week
Closet or wardrobe, lockable                      1       per occupant
Window covering                                  ea
Wastebasket                                       1       per occupant
Door locks and keys to applicable               1 set     per occupant
room
Inside and outside latches on all                ea
bathrooms
Chair, desk                                       1       per student or permanent party
                                                          occupant
Desk                                              1       per student or permanent party
                                                          occupant
Lamp, desk                                        1       per student or permanent party
                                                          occupant
Refrigerator                                      1       per suite or module, 3.6 cu ft or
                                                          larger1
Microwave oven                                    1       per suite or module1
Easy chair                                        1       per suite
Coffee table                                      1       per suite
Sofa                                              1       per suite
Bathroom medicine cabinet                         1       per unit
Bathroom mirror, glass                            1       per unit
Bathroom wastebasket                              1       per unit
Notes:

1. Provided or allowed as electrical load permits at host commander’s discretion. Not required
   for determination of adequacy.




                                               8-17
Contents   Index
                           Contents              Index



CHAPTER 9    UNACCOMPANIED PERSONNEL HOUSING

SECTION A.   General
        1.   Purpose and Scope....................……………………………………… 9-1
        2.   Definitions...........................………………………………………….. 9-1
             a. Adequate Quarters.......................………………………………….. 9-1
             b. Assignment Priorities......................……………………………….. 9-1
             c. Building Petty Officer..................………………………………….. 9-1
             d. Commanding Officer......................……………………………….. 9-1
             e. Contract Quarters..........................………………………………… 9-1
             f. Diversion (Permanent)....................………………………………… 9-1
             g. Diversion (Temporary)...................……………………………… 9-1
             h. Government Quarters.....................………………………………… 9-1
             i. Hardship...................................……………………………………. 9-1
             j. Host Commander............................…………………………………. 9-1
             k. Inadequate Quarters........................…………………………………. 9-1
             l. Involuntary Geographic Bachelor...........…………………………… 9-2
             m.Module.....................................……………………………………… 9-2
             n. Non-duty Transient.........................………………………………… 9-2
             o. Operational Necessity......................………………………………… 9-2
             p. Partial BAH................................……………………………………. 9-2
             q. Permanent Duty Station.....................………………………………. 9-2
             r. Permanent Party Quarters...................……………………………… 9-2
             s. Separated Member...........................………………………………… 9-2
             t. Student Quarters...........................…………………………………… 9-2
             u. Transient Quarters.........................………………………………….. 9-2
             v. Unaccompanied Personnel....................……………………………. 9-2
             w. Unaccompanied Personnel Housing (UPH)......…………………….. 9-3
             x. Unaccompanied Personnel Housing Manager....…………………… 9-3
             y. Voluntary Geographic Bachelor.. ...........…………………………… 9-3
             z. Watchstander Quarters......................………………………………. 9-3
        3.   UPH Funding....................................…………………………………. 9-3
        4.   General Policies...............................……………………………………. 9-3
        5.   Command Responsibilities.......................……………………………. 9-4
             a. Inspection.................................…………………………………..  9-4
             b. Determining Adequacy.......................…………………………….. 9-4
             c. Occupancy..................................………………………………….. 9-4
             d. UPH Improvement............................……………………………… 9-4
             e. Review Rules and Regulations...............…………………………….. 9-4
             f. BAH Authorization..........................…………………………………. 9-4
             g. Determine Eligibility and Assignment.......………………………….. 9-4
             h. Waiting Lists..............................…………………………………… 9-4
             i. Designate Modules.......................…………………………………….9-4
             j. Diversion..................................……………………………………… 9-4
        6.   UPH Manager Responsibilities...................…………………………….. 9-5
        7.   Building Petty Officer (BPO) Responsibilities..……………………… 9-5



                                   9-i
                              Contents              Index



SECTION B.    UPH Program Administration
        1.    UPH Management Policy......................…………………………………….            9-5
        2.    Change in Use or Diversion.....................…………………………………..        9-6
        3.    Inspecting Quarters.......................…………………………………………..          9-7
        4.    Reporting Requirements....................………………………………………..           9-8
              a. (HMIS) .................……………………………………………………….                     9-8

         5.   Authority to Live Off Base Without BAH.....……………………………….              9-8
         6.   Authority to Live Off Base and Receive BAH.....………………………….            9-8
         7.   Basic Allowance for Housing (BAH) Entitlements.…………………………             9-9

SECTION C.    Assignment and Occupancy
        1.    General...................................……………………………………………….. 9-9
        2.    Members Assigned Afloat....................……………………………………… 9-10
        3.    UPH Assignment Priority.....................………………………………………. 9-11
        4.    Berthing Men and Women.........................…………………………………… 9-11
        5.    Mandatory Assignment...........................……………………………………… 9-11
        6.    Adequacy Standards.............................……………………………………….. 9-12
        7.    Furniture and Equipment........................……………………………………… 9-13
        8.    Transient Quarters.............................…………………………………………. 9-13
        9.    Civilian UPH Occupancy.........................……………………………………. 9-14
        10.   Non-Coast Guard UPH............................…………………………………….. 9-14
        11.   Termination...................................……………………………………………. 9-14
SECTION D.    UPH Planning and Programming
        1.    Purpose and Scope……………………………………………………………… 9-14
        2.    AC&I Coast Guard Housing Program………………………………………….. 9-14
        3.    UPH Planning Criteria………………………………………………………….. 9-15
        4.    AC&I Planning Proposal Requests/Required
              Documentation for all AC&I Projects……………………………………….… 9-15
         5.   UPH Sizing…………………………………………………………………….. 9-15
              a. Permanent Party…………………………………………………………….. 9-15
              b. Transient……………………………………………………………….……. 9-15
              c. Male/Female Separation…………………………………………… ….. 9-15
              d. Involuntary Geographic Bachelors…………………………………………. 9-15
         6.   Design and Loading…………………………………………………………….. 9-16
         7.   UPH Alternatives……………………………………………………………….. 9-16

SECTION E.    UPH Service Charges
        1.    General........................................……………………………………………...   9-16
        2.    Letters of Authority...........................………………………………………….      9-16
        3.    Billeting Fund Controls........................………………………………………..      9-16
        4.    Service Charges................................………………………………………….      9-16

TABLE 9-1 Ashore Berthing for Unaccompanied E2-E4 Members Assigned Afloat..………… 9-18
TABLE 9-2 Minimum Adequacy Standards for Unaccompanied Personnel Housing.….……… 9-19




                                   9-ii
                                Contents                  Index



CHAPTER 9. UNACCOMPANIED PERSONNEL HOUSING

A.   General.

     1.   Purpose and Scope. This chapter sets forth policy and criteria for administering, assigning,
          using, and constructing Unaccompanied Personnel Housing (UPH). This guidance establishes
          servicewide consistency in UPH management and serve as the basis for the UPH planning
          process. This Chapter applies to all unaccompanied berthing facilities ashore, fully used or not,
          and whether purchased or constructed through the AC&I program or acquired by transfer.

     2.   Definitions. These definitions apply to the Unaccompanied Personnel Housing Program:

          a.    Adequate Quarters. Quarters that meet TABLE 9-2’s minimum adequacy standards,
                appropriate to a member's grade or rank and status, within a one-hour, one-way commute
                of his or her duty station.

          b.    Assignment Priorities. The Commandant's designated ranking of individuals to ensure
                UPH occupancy requirements.

          c.    Building Petty Officer (BPO). The Host Commander's representative, directly
                responsible to the UPH Manager for supervising and managing UPH.

          d.    Commanding Officer. The commanding officer of the unit where the member is
                permanently stationed.

          e.    Contract Quarters. Quarters the Coast Guard hires for personnel at those units where the
                government does not own sufficient quarters. These quarters are not available for
                dependent occupancy.

          f.    Diversion (Permanent). UPH units or facilities used for other than berthing purposes for
                more than sixty days, including reclassifying real property. Permanent diversion removes
                affected units from the Housing Inventory.

          g.    Diversion (Temporary). UPH units or facilities used for other than housing purposes for
                periods up to 60 days, with definite plans for such space or facilities to revert to housing
                use. Temporary diversion does not remove affected units from the Housing Inventory.

          h     Government Quarters. Government-owned or controlled (by lease or contract) quarters.

          i.    Hardship. A unique or unusual circumstance that in the host commander's and Area
                Housing Officer’s judgment imposes an extraordinary burden on a member other unit
                members of similar grade normally do not encounter.

          j.    Host Commander. The commanding officer responsible for managing UPH and
                assigning all personnel within a two-hour, round trip commute to the UPH attached to his
                or her physical plant.

          k.    Inadequate Quarters. Quarters Commandant (G-WP) designates as not meeting TABLE


                                          9-1
                          Contents                   Index



     9-2’s minimum adequacy standards and adequate minimum health and safety standards
     as specified by the applicable MLC (kse) staff, e.g., insect and/or rodent infestation,
     chemical hazards, or poor air or water quality.

l.   Involuntary Geographic Bachelor. Permanent party personnel with dependents under
     PCS orders ashore, which are not entitled to dependents’ travel and household goods’
     transportation to the new PDS, including personnel assigned unaccompanied tours

m.   Module. A UPH room used to berth members in accordance with TABLE 9-2.

n.   Non-duty Transient. Military personnel not assigned to the unit or tenant unit while in a
     leave, liberty, or retired status.

o.   Operational Necessity. Operational considerations as defined in the unit's operating plan
     that require a member to live in government quarters to accomplish the unit’s mission.
     Operational considerations are essential duties and contingencies requiring scheduling
     outside of normal duty hours and are beyond unit watchstanders’ abilities to complete.
     Conserving BAH or per diem is not a criterion for determining operational necessity.
     Limitations on unaccompanied members’ use of private housing for operational
     considerations cannot be more restrictive than limitations placed on married members.

p.   Partial BAH. A money allowance for members without dependents and on sea duty who
     are provided government housing (single type). Personnel occupying UPLH are not
     eligible for partial BAH. See the U. S. Coast Guard Pay Manual, COMDTINST
     M7220.29 (series), for entitlement questions

q.   Permanent Duty Station (PDS). A member's permanent duty station.

r.   Permanent Party Quarters. Quarters designated for use by unaccompanied permanent
     party personnel.

s.   Separated Member. A member voluntarily or involuntarily separated from his or her
     dependents by a court order or agreement enforceable by state law.

t.   Student Quarters. A type of transient quarters members use while attending a training
     course or school in a PCS status, i.e., 20 weeks or more, or TAD status, i.e., fewer than 20
     weeks.

u.   Transient Quarters. Quarters used primarily by watchstanders, TAD members, and
     students assigned to the unit or a tenant unit and secondarily for many other reasons,
     including berthing restricted duty members, late night check-ins, and duty section
     overflow.

v.   Unaccompanied Personnel. Military personnel without dependents entitled to BAH at the
     "without-dependents" rate, if adequate government quarters are not available. In
     addition, a member married to another member with no other dependents in the local
     commuting area and a member with a final divorce decree entitled to BAH-DIF.



                               9-2
                          Contents                 Index



     w.   Unaccompanied Personnel Housing (UPH). All government-owned quarters used for
          berthing unaccompanied permanent party and transient members.

     x.   Unaccompanied Personnel Housing Manager. The Host Commander's representative
          directly responsible to the Local Housing Officer for overall management of all attached
          UPH facilities.

     y.   Voluntary Geographic Bachelor. Permanent party personnel with non-colocated
          dependents, assigned an accompanied tour and entitled to dependent travel and household
          goods transportation to PDS area. Also includes separated members defined in Section
          9.A.2.s, members assigned overseas who return dependents early, and voluntary or
          involuntary separated members without a court-order agreement..

     z.   Watchstander Quarters. A type of transient quarters used for required, authorized duty
          personnel.

3.   UPH Funding.

     a.   AC&I project costs and operation and maintenance (O&M) follow-on accounts pay
          initial funding for UPH facilities. AFC-30 O&M funding for UPH facilities is
          determined by shore facility square footage using Area or MLC, District, and Training
          Center or Academy budget models. Commandant (G-SEC) maintains Coast Guard shore
          facility assets in the Civil Engineering Database System (CEDS) and provides the
          inventory of square footage by OPFAC for various budget models. Commandant (G-
          SEC) also pays nonrecurring repair and maintenance costs (AFC-43) for UPH facilities.
          The POP board process allocates AFC-43 project funds.

     b.   Host Commanders do not need to request base UPH O&M funding each year as the
          various budget models annually provide this amount to each ATU. Host Commanders
          may request increases to their base for UPH furnishings and equipment replacement via
          Budget Requests in IBUDS/AFTS-NT but Area, MLC, and District Commanders and
          Commanding Officers determine final UPH O&M funding levels.

     c.   Charge all costs associated with operating and maintaining UPH facilities to the
          Servicewide UPH cost center, 78656.

4.   General Policies. The housing accommodations assigned to unaccompanied personnel shall
     provide adequate space, privacy, and required furnishings. The minimum adequacy standards
     for unaccompanied housing apply servicewide except for shipboard berthing. TABLE 9-2’s
     adequacy standards apply equally to men and women. Mobile homes are not adequate for
     berthing personnel over the long term; see Section 4.C.3.e. to use mobile homes as temporary
     housing. Make adequate provisions to separate men and women. Section 9.C.3. lists UPH
     assignment priorities for eligible members assigned afloat and ashore. UPH is programmed
     and acquired (constructed and purchased) to meet geographic area needs. Government quarters
     normally are constructed to provide for all required and authorized watchstanders as needed.
     Government quarters for unaccompanied permanent party personnel are built or provided only
     if a proven operational need exists or community housing for rent, lease (UPLH), or purchase is
     unavailable. Construction considerations also may include Involuntary Geographic Bachelors


                                    9-3
                               Contents                 Index



     if a proven historic need exists. Appropriated funds support the command functions of UPH
     administration, operation, and management.

5.   Command Responsibilities. The Host Commander administers, manages, and uses permanent
     party and transient UPH quarters under unit jurisdiction. The Host Commander shall promote
     equitable unaccompanied personnel housing policies and provide adequate quarters for all
     eligible personnel. The Host Commander is responsible for overall UPH conditions, the
     condition of individual rooms, and maintaining the facility’s order and discipline. The Host
     Commander also oversees these functions:

     a.   Inspection. Inspect the UPH following Section 9.B.3. guidelines.

     b.   Determining Adequacy. Determine UPH adequacy based on TABLE 9-2 standards,
          minimum standard furnishings and equipment required in TABLE 8-4, and engineering
          and all health, safety, and environmental considerations. A messing facility’s availability
          plays an important role in determining UPH facilities’ adequacy. If a Coast Guard
          messing facility is not available, make available or provide suitable alternative messing
          accommodations.

     c.   Occupancy. The UPH management goal is full occupancy. While not always possible, the
          required average minimum monthly occupancy rate is 98 percent for permanent party
          quarters and transient watchstander quarters and 65 percent for all other transient quarters.
          Section 9.C.8. requires redesignating transient quarters not meeting minimum monthly
          occupancy rates to permanent party quarters. The unaccompanied leased housing program
          must not replace FULL use of UPH facilities.

     d.   UPH Improvement. Develop a long-range UPH improvement plan for both permanent
          party and transient quarters.

     e.   Review Rules and Regulations. Review all unit UPH management rules and regulations
          to ensure they comply with this Chapter.

     f.   BAH Authorization. Authorize BAH to members only after meeting permanent party and
          transient occupancy requirements. The Area Housing Authority must approve all
          exceptions.

     g.   Determine Eligibility and Assignment. Use this chapter's criteria to determine eligibility
          for, assignment to, and termination of UPH quarters.

     h.   Waiting Lists. Maintain waiting lists for personnel who desire assignment to or release
          from UPH; see Section 6.D.8.

     i.   Designate Modules. Designate UPH berthing modules as either permanent party or
          transient. Use UPH spaces for the purpose for which acquired or built. Area Housing
          Officers shall approve any change in designation. See Enclosures (22) and (23) for room
          types.

     j.   Diversion. Unless absolutely necessary, do not request to temporarily or permanently


                                   9-4
                               Contents                 Index



               divert UPH spaces for non-housing uses. Obtain the AHA’s approval before diverting
               UPH spaces for less than 60 days and Commandant (G-WPM-4)'s approval in advance to
               divert UPH spaces for 60 or more days.

     6.   UPH Manager Responsibilities. These are the routine responsibilities; local commands may
          add others:

          a.   Manage all UPH facilities attached;

          b.   Notify PERSRUs when assigning or terminating quarters;

          c.   Submit required occupancy and inventory reports;

          d.   Maintain UPH occupancy, inventory, and property records;

          e.   Maintain the UPH budget.

     7.   Building Petty Officer (BPO) Responsibilities. As applicable, directly reports to the UPH
          Manager in managing UPH modules. Assign one BPO for every 100 rooms; see TABLE 2-5.
          These are the BPO’s routine responsibilities; local commands may add others:

          a.   Inspect common areas daily; report routine monthly inspections on AF Form 227,
               Enclosure (6), or a locally reproduced variation; and act as escort for all Command
               inspections;

          b.   Perform initial assignment or termination inspections using AF Form 227, Enclosure (5),
               and AF Form 228, Enclosure (20), or locally reproduced variations;

          c.   Act as personal liaison with UPH occupants;

          d.   Ensure building and furniture upkeep; provide minor UPH maintenance as necessary;

          e.   Initiate maintenance trouble calls and job orders by reporting building discrepancies;

          f.   Report daily room and berthing status to UPH Manager;

          g.   Control furniture and equipment assignments;

          h.   Operate seabag locker;

          i.   Monitor custodial contract workers' work as applicable and report the quality to UPH
               Manager;

          j.   Coordinate UPH Master Key System; and

          k.   Issue and inventory linen.

B.   UPH Program Administration.



                                        9-5
                                Contents                  Index



1.   UPH Management Policy. Chapter 2 outlines general UPH management responsibilities. The
     Host Commander and Area Housing Authority shall administer UPH within the context of
     Chapter 6 and these guidelines:

     a.   Occupants are permitted guests and visitors in their quarters subject to minimum
          restrictions dictated by the type of facilities provided, as outlined by local policy.

     b.   Ensure personal possessions’ security by supplying locks for all doors to rooms.
          Occupants may lock their quarters except during announced inspection periods. Provide
          individually secured space for each occupant in multiple-occupancy rooms.

     c.   Inspect quarters to ensure they are clean, comfortable, and appropriately furnished and
          meet adequacy and safety standards. Sanitary standards are essential in common areas;
          strictly maintain them at all times. Keep the number of inspections to a minimum. As a
          possible incentive, inspect rooms less frequently for personnel whose rooms consistently
          meet or exceed standards.

     d.   Members are allowed to arrange their rooms to enhance comfort, including using
          privately owned furnishings in accordance with Section 8.B.4.

     e.   Outline occupants’ specific responsibilities to ensure all residents clearly understand UPH
          policies. Section 6.E.1 contains the requirement for UPH occupants to sign a receipt for
          having received tenant occupancy instructions. UPH occupant responsibilities include:

          (1)    One individual’s actions and conduct in government quarters shall not result in
                 denying other members’ rights.

          (2)    Occupants shall reduce utility consumption in assigned quarters in accordance
                 with servicewide energy conservation programs.

          (3)    The responsible occupants shall maintain assigned quarters in a safe, sanitary
                 condition.

          (4)     The occupants responsible shall pay for damage to quarters beyond normal wear
                  and tear and missing government property. Abuse or negligence of government
                  quarters is not tolerable. The occupants responsible shall pay for restoration of
                  and liability for missing or damaged government property in accordance with
                  Section 6.G.

     f.   Assigned occupants and authorized guests are allowed to smoke and drink alcoholic
          beverages in their assigned rooms within the restrictions of Smoking in Coast Guard
          Facilities, COMDTINST 6280.1, and CG Regulations Manual, COMDTINST M5000.3
          (series), as outlined by local policy.

2.   Change in use or Diversion. Diverting UPH spaces to non-housing use is often considered the
     easiest and fastest way to accommodate operational and mission-essential needs. However,
     Commandant (G-WPM-4) will critically evaluate and normally disapprove permanent UPH
     diversion requests, especially if UPH residents will be displaced or if they are otherwise


                                     9-6
                           Contents                  Index



     adequate. Request construction of facilities and spaces required for operational or mission
     essential needs through normal AC&I or AFC-43 funding processes.

     (a)    The AHA must approve temporarily diverting any UPH space. Obtain Commandant
            (G-WPM-4)’s advance approval for permanent diversions. See Section 5.F.

     (b)    Requests must include:

            (1)     The number of unaccompanied personnel to be displaced or housed elsewhere.
                    Follow Section 9.B.6.a. in displacing personnel;

            (2)     Proposed alternative berthing for any displaced members. Do not acquire
                    leased quarters if adequate government-owned quarters are available.

            (3)     Community housing information (rental costs, unit availability, public
                    transportation, etc.);

            (4)     Estimated length of time of diversion.

            (5)     Costs of displacing UPH residents (including cost of local HHG move), BAH,
                    or leased housing entitlements and source of funds to offset these costs.

3.   Inspecting Quarters. To promote a higher quality of life for occupants, members should
     consider UPH facilities their home. Maintain these facilities in good repair, ensuring suitable
     comfort, attractiveness, and cleanliness. Record and retain initial assignment and termination
     inspections on AF Form 227, Enclosure (5), and AF Form 228, Enclosure (20), or locally
     reproduced variations. While maximizing UPH occupant privacy, commands and units
     administering UPH should inspect quarters as needed to determine these conditions:

     a.    Only eligible personnel assigned according to Section 9.C.3. priorities use quarters; and

     b.    Quarters are clean, comfortable, appropriately furnished, and properly maintained and
           meet or exceed adequacy and safety standards. Locally reproduce and provide to all
           occupants written cleanliness and personal decoration guidelines, occupant
           responsibilities, and command inspection procedures.

     c.    At a minimum, the UPH Manager or BPO will inspect all common areas and vacant
           rooms daily and occupied rooms monthly and act as escort for all inspection parties. The
           Local Housing Officer, Command Master Chief, and Executive Officer normally conduct
           UPH inspections at least quarterly. To reduce intrusions, consolidate inspections when
           possible. The host command should encourage tenant command staff to participate in
           routine inspections. Tenant and host commands will jointly inspect tenant UPH facilities
           before all unit deployments.

     d.    Inspectors should recognize UPH is the residents’ home and observe common courtesy
           during inspections. The Local Housing Authority shall train UPH Managers in the
           inspection standards outlined in this Manual and provide local instructions as necessary.
           Counsel personnel whose area or quarters do not meet living standards and re-inspect


                                     9-7
                               Contents                Index



          such spaces. If the problem continues, use of appropriate UCMJ action may be
          necessary, or assign them to less desirable rooms, or berth them at less than adequate
          criteria for their pay grade. For inspecting quarters, modify AF Form 227, Enclosure (5),
          and AF Form 228, Enclosure (20), as appropriate or use locally developed forms.

4.   Reporting Requirements.

     a.   Housing Management Information System (HMIS).

          (1)    General. The Coast Guard Housing Program uses the Housing Management
                 Information System (HMIS) application to manage and track the activities of the
                 UPH program. AHO's, LHO's, UPH managers are responsible for maintaining
                 accurate, up-to-date inventory and occupancy information related to the UPH
                 assets they manage. Its use is mandatory. The 1994 UPH Inventory Survey data
                 is available from Area Housing Authorities or Commandant (G-WPM-4) on
                 request.

          (2)    Frequency. Use real time reporting to maintain inventory and occupancy in HMIS
                 for UPH facilities in accordance with Section 5.A. Host commands with HMIS
                 not immediately available, contact responsible AHO for procedures. AHO's,
                 LHO's and UPH managers should run the reports routinely to assist in their
                 management of the program.

5.   Authority to Live off Base Without BAH. Within Section 9.C.1.c. limitations, personnel
     assigned to government quarters and not authorized BAH because adequate quarters are
     available may live off base at their own expense (without BAH).

6.   Authority to Live off Base and Receive BAH. While the UPH management goal is full
     occupancy, UPH Managers may authorize certain unaccompanied personnel, including those
     below, to live off base; see note below.

     a.   All permanent party personnel who wish to live in the community for whom adequate
          UPH is not available within a one-hour, one-way commute of their duty station. Consider
          quarters are available if the host unit's minimum monthly permanent party occupancy rate
          is 98 percent or less. Authorize members to reside ashore in this order:

          (1)   Unaccompanied members assigned ashore and afloat entitled to receive single BAH
                regardless of whether government quarters are available. This category includes
                unaccompanied members E-6 and above assigned afloat, unaccompanied members
                E-7 and above assigned ashore; and unaccompanied members in pay grade E-6
                assigned ashore if adequate UPH quarters meeting TABLE 9-2 standards are not
                available.

          (2)   Unaccompanied members in pay grade E-5 assigned afloat. Single BAH is
                unauthorized to members in this category unless UPH facilities are fully used.
                Unaccompanied members E-4 and below assigned afloat are not entitled to single
                BAH.



                                   9-8
                               Contents                 Index



               (3)   Unaccompanied members E-5 and below assigned ashore beginning with senior
                     members.

          b.   Members required to live off base because of bona fide hardships, including among
               others, a dependent child’s court-ordered visitation for a prolonged period; the Host
               Commander and Area Housing Authority determine such hardship; the Area Housing
               Authority must approve all exceptions. Keep a copy of this authorization;

          c.   Members owning homes within a one-hour, one-way commute of their permanent duty
               station or mobile homes moved from the member's previous duty station to the new
               permanent duty station at government expense under PCS orders;

          d.   Pregnant members residing in UPH requesting authorization to move off base may begin
               at the fifth month of pregnancy or earlier if medical authorities determine necessary; or

          e.   Members with excessive amounts of personal property for which government storage and
               drayage costs would exceed the amount of BAH the member would forfeit during
               assignment to quarters.

     7.   Basic Allowance for Housing (BAH) Entitlement. The U. S. Coast Guard Pay Manual,
          COMDTINST M7220.29 (series), Chapter 3, and Joint Federal Travel Regulations, Volume 1,
          Chapter 8, contain specific guidance on BAH entitlements.

C.   Assignment and Occupancy.

     1.   General.

          a.   The Host Commander assigns a member to UPH as soon as possible after he or she
               reports or as soon as quarters become available, if within a one-hour, one-way commute
               of the member's PDS. Sections 6.D.7 and 6.D.10 govern actual assignment and notice.

          b.   The host commander's and Area Housing Authority’s goal is to fully use available,
               adequate government quarters based on TABLE 9-2 maximum capacity and standards
               before authorizing BAH to unaccompanied personnel. In applying this policy, however,
               do not create undue hardships for service members. Average monthly occupancy rates of
               98 percent for permanent party and transient watchstander quarters and 65 percent for all
               other transient quarters are uniform MINIMUM standards to measure performance. The
               unaccompanied leased housing program must not replace FULL use of UPH facilities.

          c.   37 USC 403 authorizes these unaccompanied permanent party personnel to live off base
               with single BAH regardless of whether government quarters are available, except when
               they must live on base due to operational necessity.

               (1)    Members in pay grade E-7 and above assigned ashore or afloat;

               (2)    Members in pay grade E-6 assigned afloat;




                                        9-9
                              Contents                  Index



          (3)    Members in pay grade E-6 assigned ashore provided available UPH quarters do
                 not meet TABLE 9-2 adequacy standards;

          (4)    Members in pay grade E-5 assigned afloat provided no government UPH facilities
                 are available.

          Note: These members must forfeit any entitlement to BAH-DIF or BAH Type II if
          grandfathered on 4 December 1991 before being entitled to single BAH. See the U.S.
          Coast Guard Pay Manual, COMDTINST M7220.29 (series), for complete guidance.

     d.   Do not hold UPH vacant for a specific person unless he or she holds a designated,
          mission-essential position, and then for 30 days at most. This does not apply to quarters
          for members on extended TAD, leave, hospital status, or assigned to a collocated vessel
          hosted by the command. Never hold UPH quarters vacant for voluntary geographic
          bachelors.

     e.   Assign UPH quarters to maintain unit integrity; however, this should not interfere with
          maximum use of quarters.

     f.   The host commander may authorize temporary (up to 30 consecutive days) cohabitation
          in vacant transient UPH spaces for members married to members awaiting family leased
          or owned housing, subject to private bath availability, excluding other family members in
          residence. Host Commanders must ensure this policy does not adversely affect
          unaccompanied personnel.

     g.   Voluntary geographic bachelors may occupy available transient UPH berthing spaces.
          With Area Housing Authority approval, they may occupy permanent party UPH berthing
          spaces only after housing all other qualified members first. They may berth at less than
          TABLE 9-2 adequacy standards and must vacate UPH at their own expense within 14
          days if qualified personnel are on the UPH waiting list; see Section 9.C.8.e. Voluntary
          geographic bachelor occupancy will not count against the minimum 98 percent permanent
          party or 65 percent transient quarter's occupancy requirements.

     h.   The host commander and Area Housing Authority may assign a voluntary geographic
          bachelor to UPH on a space required basis if a hardship prevents the member's family
          from accompanying him or her to the new PDS as indicated below. The member must be
          accepted in the Coast Guard Special Needs Program and note his or her need cannot be
          remedied in the new PDS commuting area. UPH assignment may continue until the
          hardship becomes manageable or the member is tour-complete, whichever occurs first.
          HMIS or UPH Occupancy Reports, Enclosure (23), may record these members as
          unaccompanied personnel they may be subject to Section 9.E. service charges. Do not
          assign them to the UPLH program. Retain the Coast Guard Special Needs Program
          written verification in unit files.

2.   Members Assigned Afloat. In berthing members assigned to cutters ashore, follow TABLE 9-
     1. All unaccompanied nonrated members assigned to cutters denoted with an asterisk in
     TABLE 9-1, must complete a six-month live-aboard orientation period before the commanding
     officer may authorize ashore berthing. Area Housing Authorities arrange suitable ashore


                                   9-10
                           Contents                 Index



     berthing, i.e., UPH or UPLH, to meet the established need in TABLE 9-1. However, there are
     no guaranteed berthing arrangements ashore and available resources may limit availability.
     Give priority to unaccompanied E-4 members.

3.   UPH Assignment Priority. The priorities below attempt to allow as many members as possible
     to live in community-based housing with their housing allowance while making maximum use
     of available UPH facilities. Area Housing Authorities may modify these assignment priorities
     with MLC approval.

     a.    Assign Permanent Party UPH in this priority:

           (1)    Unaccompanied members assigned ashore who are required to live on board for
                  operational necessity.

           (2)    PCS students, regardless of paygrade.

           (3)    Unaccompanied members in pay grades E-3 and below assigned afloat, consistent
                  with number of racks authorized per cutter.

           (4)    Unaccompanied members in pay grade E-4 assigned afloat. If leases are required,
                  E-4s have first priority to live in a lease.

           (5)    Unaccompanied members and involuntary geographic bachelors in pay grades E-
                  3 and below assigned ashore.

           (6)    Unaccompanied members and involuntary geographic bachelors in pay grades E-
                  4 assigned ashore.

           (7)    Unaccompanied members and involuntary geographic bachelors in pay grade E-5
                  assigned afloat.

           (8)    Unaccompanied members and involuntary geographic bachelors in pay grade E-6
                  assigned afloat if UPH modules meet TABLE 9-1 standards.

           (9)    Separated members, regardless of pay grade.

     b.    Assign transient UPH in this priority:

           (1)    Authorized required watchstanders.

           (1)    TAD students.

           (2)    Other TAD members.

           (3)    Voluntary geographic bachelors and non-duty transients. See Sections 9.C.1.h.
                  and 9.C.8.e.

4.   Berthing Men and Women. Assure privacy of all occupants and all spaces, including bathrooms
     are lockable before assigning men and women to the same building.


                                    9-11
                              Contents                  Index



5.   Mandatory Assignment.

     a.   Section 6.D.6 provisions apply. In addition, make mandatory assignments in these
          circumstances:

          (1)    Operational necessity requires assignment to government quarters, regardless of
                 pay grade, based on the availability of adequate UPH within a round trip
                 commuting distance of two-hours by automobile or public transportation of the
                 member's command.

          (2)    When adequate transient UPH quarters other than those designated for
                 watchstanders are occupied below the 65 percent occupancy rate Section 9.A.5.c.
                 requires, designate these rooms as permanent party quarters and fill vacancies
                 with new permanent party arrivals. Host Commanders and Area Housing
                 Authorities shall recall unaccompanied members authorized to live in the local
                 economy in reverse order of Section 9.B.6.a. if projected permanent party gains
                 will not increase the occupancy rate to 98 percent with 120 days. The host
                 command must pay to move and store household goods for any government-
                 ordered local move, following Section 8.F.3. Host Commanders and Area
                 Housing Authorities need not recall members living on the economy if the lower
                 use rate is due to a seasonal reduction in operations and transient personnel.

     b.   Unless required for military necessity do not involuntarily assign members listed in
          Sections 9.B.6.b., d., and e., or in these cases:

          (1)    If the Host Commander and Area Housing Authority determine the member will
                 experience significant hardship. For example, financial hardship from the forced
                 sale of a home, or penalties under existing private lease terms because the member
                 arranged to live off base permanently after proper authorization;

          (2)    If a member has official notice to depart the unit PCS within 90 days;

          (3)    For 90 days after losing a sole dependent through death; and/or

          (4)    If a military member married to another military member and living off base
                 remains at the original location while the spouse transfers assigned to another duty
                 station.

6.   Adequacy Standards. Adequacy standards apply to all Coast Guard-owned UPH and all
     members authorized to occupy them.

     a.   TABLEs 8-4 and 9-2 outline UPH minimum adequacy standards. Insufficient space
          except in unusual circumstances is not a reason to declare quarters inadequate. Changed
          environmental or physical conditions also may affect quarters' continued adequacy.

     b.   If a Host Commander determines quarters are inadequate, they initiate an immediate
          improvement project to correct the inadequacies and improve the quarters up to TABLE
          9-2 adequacy standards. If required improvements are not cost-effective, via the chain of


                                  9-12
                          Contents                  Index



          command he or she recommends Commandant (G-WP) declare quarters inadequate for
          continued use. For further information contact Commandant (G-WPM-4).

     c.   Before requesting to divert the space for another use, consider using excess UPH berthing
          space to increase present occupants' living space (one person per room where possible)
          and/or for geographic bachelors.

7.   Furniture and Equipment. In addition to TABLE 8-4 minimum furnishings and equipment
     allowances, UPH quarters should have no-cost washer and dryer access, assigned room door
     locks and keys, and inside and outside locks or latches on assigned bathrooms or kitchen
     facilities between adjacent rooms. See Section 8.C.4. for funding. Use UPH Furnishings and
     Equipment Request, CG Form 5427, Enclosure (21), to maintain a list of needed items and
     submit this form with annual UPH budget requests and to request fall-out funding from
     available resources. Do not divert UPH furnishings for other purposes. Chapter 8 lists
     inventory management procedures and responsibilities.

8.   Transient Quarters. Transient quarters provide TAD students, watchstanders, and other TAD
     members temporary berthing and conserve appropriated funds through reduced per-diem
     payments. TAD military members must use government quarters if they are adequate and
     available. Members TAD to a unit where government quarters are not available or to a civilian
     location are not obliged to commute or use government quarters at a nearby installation.

     a.   Base transient quarters' operation on the need for services and availability of quarters at
          the unit. To retain quarters designated as transient UPH quarters other than those
          designated for watchstanders, maintain an average monthly minimum-occupancy rate of
          65 percent. If this rate falls below 65 percent, the Host Commander and Area Housing
          Authority must redesignate the quarters as permanent party quarters and follow Section
          9.C.5.a.(2) in filling vacancies. In unusual circumstances, request a waiver of the 65
          percent occupancy requirement by letter to Commandant (G-WPM-4) via the Area
          Housing Authority.

     b.   The Host Commander and Area Housing Authority must make maximum use of
          available, adequate government transient quarters based on maximum-rated capacity and
          minimum standards. See TABLE 9-2.

     c.   If suitable accommodations are available, at the Host Commander's discretion non-duty
          transients, e.g., members on leave, retired Coast Guard members, and their authorized
          spouse may use quarters on a day-to-day, space-available basis. They must vacate
          quarters by the next duty day if required for higher priority personnel. They do not count
          in calculating occupancy rates.

     d.   Newly assigned unaccompanied personnel may be temporarily berthed in transient
          quarters if no permanent party quarters are available. Assign them to permanent party
          quarters as soon as possible. 9.C.8.

     e.   Voluntary geographic bachelors may be accommodated in transient quarters ONLY on a
          space-available basis and do not count against occupancy rates. Transient quarters are
          often the most effective way to accommodate voluntary geographic bachelors and use


                                   9-13
                                      Contents                  Index



                 transient berthing rooms that otherwise would remain vacant. With a minimum
                 occupancy requirement of 65 percent, UPH managers have considerable more latitude in
                 berthing voluntary geographic bachelors without affecting permanent party UPH and
                 UPLH operations. See Section 9.C.1.h. for policy on berthing voluntary geographic
                 bachelors in hardship cases.

     9.    Civilian UPH Occupancy. Civilian U.S. Government employees may occupy UPH at overseas
           areas under the terms of a government contract. The Area Housing Authority establishes the
           appropriate rental rate and charges as prescribed in OMB Circular A-45, Enclosure (15), and
           must approve any government contract guaranteeing UPH quarters to civilian employees.
           Assign eligible civilians to UPH on the same basis as comparable military personnel. Use
           TABLE 6-1 to determine comparable assignments. See Section 6.D.5.d.

     10.   Non-Coast Guard UPH. For Coast Guard personnel berthed at a DOD installation, the
           adequacy standards as applied by the base commander determine the adequacy of available
           quarters. Formalize all such arrangements by a Memorandum of Understanding (MOU) or
           Inter Service Support Agreement (ISSA) approved by Commandant (G-WPM-4) per Section
           5.G.

     11.   Termination. Terminate a UPH berthing assignment when:

           a.    An individual departs on PCS or ends active military service;

           b.    An individual gains BAH entitlement at the with-dependent rate;

           c.    Proper authority authorizes a member to live off base with BAH;

           d.    A member in a higher priority requires quarters according to Section 9.C.3. Terminate
                 personnel in reverse priority order;

           e.    A member voluntarily occupying UPH facilities Commandant (G-WP) has designated as
                 inadequate requests termination;

           f.    Personnel are away from their permanent duty station and their status is changed to PCS,
                 unauthorized absence (UA), or extended confinement, or the member dies; or

           g.    The Host Commander deems eviction appropriate for disciplinary, property abuse or
                 destruction, or other reasons. Normally, give members 30 days’ written notice.

D.   UPH Planning and Programming.

     1.    Purpose and Scope. This Section establishes servicewide consistency in documenting UPH
           requirements. Submitting the proper documentation in a uniform format will greatly enhance the
           review and funding of all UPH proposals. This Section includes all UPH acquisitions including
           new construction, DoD transfers, rehabilitation and upgrades of existing facilities, and any outright
           purchases.

     2.    AC&I Coast Guard Housing Program. The AC&I Coast Guard Housing Program funds UPH


                                           9-14
                           Contents                  Index



     projects. General documentation requirements for UPH projects shall conform to those listed in
     Section 4.C. See Section 9.D.4. for specific UPH planning criteria.

3.   UPH Planning Criteria. General documentation requirements for all major and minor UPH projects
     shall conform to those listed in Section 4.C.5. Documentation of all AC&I UPH projects should
     include consideration of all community resources. Analyze these factors for all UPH construction
     or rehabilitation projects:

     a.    Exigencies of local climate and/or station isolation;

     b.    Community support available: recreation, education, shopping, public transportation, etc.;

     c.    Examination of alternatives to rehabilitation if applicable; and

     d.    Examination of messing options for each alternative.

4.   AC&I Project Proposal Reports and Required Documentation for All AC&I Projects. See the
     Planning and Programming Manual, COMDTINST M16010.1 (series). All AC&I UPH
     projects (Minor and Major) are reviewed within the context of the following berthing methods
     in below listed order of preference:

     a.    BAH. Members to be housed in the community.

     b.    Leased Housing. If available, government-leased quarters in the community for E-4 and
           below members assigned afloat.

     c.    Purchase. Purchasing adequate existing housing close to the facility for unaccompanied
           personnel’s use.

     d.    Construction or Reconstruction. Used when community housing support is inadequate,
           unavailable, or exorbitantly expensive.

5.   UPH Sizing. UPH is programmed and acquired (built or bought) to meet geographic area
     needs for these purposes:

     a.    Permanent Party. Construct permanent party UPH facilities only in case of proven
           operational need or lack of community-based housing available for rent, lease (UPLH), or
           purchase. Determine the availability of community housing resources for each proposed
           project. Consider also unaccompanied members assigned to collocated vessels in
           planning permanent party UPH berthing at or near their homeports.

     b.    Transient. Incorporate in UPH planning factors berthing requirements for transient needs
           such as required and authorized TAD members, watchstanders, and students.
           Constructing UPH modules for Reservists is unauthorized because Reserve members
           should be fully integrated into unit functions.

     c.    Male/Female Separation. Separate men and women adequately. Add an additional
           berthing room to any planned facility after meeting the above requirements if sufficient


                                    9-15
                                    Contents                  Index



               space is not available to separate men and women.

          d.   Involuntary Geographic Bachelors. UPH sizing may also include Involuntary Geographic
               Bachelors at overseas locations where a proven historic need exists.

     6.   Design and Loading. UPH design and module loading shall comply with standards set forth in
          the Space Component Standards, COMDTINST M11012.7 (series), and TABLE 9-2. Use
          Enclosure (9) to determine total UPH requirements.

     7.   UPH Alternatives. Alternatives (BAH, Leased Housing, and AC&I Purchase) to UPH
          construction should include up-to-date information on the availability and cost ranges of
          community housing for rent, purchase, or government lease within a one-hour commute.

E.   UPH Service Charges.

     1.   General.

          a.   Host commanders providing transient berthing for TAD members, students, voluntary
               geographic bachelors, and non-duty transients may, at their discretion set up a non-
               appropriated billeting fund to receive and disburse monies collected from service charges.
               DO NOT charge these personnel rent. Establishing this fund does not entitle these occupants
               to reside in UPH beyond the space-available policy cited in Paragraph 9.C.8.

          b.   Billeting funds are created to recoup expenses for UPH services provided to applicable
               transient personnel other than watchstanders and are identified by the name of the activity
               where they are established; e.g., UPH TRACEN Petaluma.

          b.   Billeting fund administration and supervision is a host command function. No person or
               group will operate billeting funds for financial profit.

          c.   Do not combine billeting funds with the non-appropriated funds of a command exchange or
               MWR organization.

     2.   Letters of Authority. The Host Commander will issue these authorization and appointment letters:

          a.   Billeting fund administrator letter of appointment.;

          b.   UPH Central Cashier appointment letter for the UPH Manager or designated agent.

     3.   Billeting Fund Controls. Coast Guard standard guidelines for controlling and administering
          billeting fund assets are the Host Commander’s responsibility. See the Comptroller Manual, Vol
          VII, Non Appropriated Fund Activities Manual, COMDTINST M7010.5 (series) for general
          guidance on administering the fund. Pay special attention to cash control, operating procedures,
          and internal controls in Comptroller Manual, Vol. VII, Non Appropriated Fund Activities Manual,
          COMDTINST M7010.5(series)

     4.   Service Charges.




                                        9-16
                        Contents                Index



a.    Service charges may be established to cover the cost of contract management, housekeeping,
      linen services, amenities not available or provided from appropriated funds, or other costs
      entailed in operating transient UPH quarters. Service charges also may help defray the cost
      of upgrading services transient personnel other than watchstanders use, including telephone
      installation, televisions, cable hookups, decorations, and other UPH amenities.

b.    The Host Commander will ensure all applicable transient personnel of any required
      service charges at registration.

c.    Host commands will establish service charges and their rates subject to the conditions,
      limits, and guidance herein. Set daily service charges for residents at the minimum
      amount necessary to cover expenses within the confines of individual transient spaces.
      This is an example to compute expenses:

        Cost Category                        Activity                         Price
       Labor              The time to clean a room with bath is
                          approximately 25 to 30 minutes                      $ 2.15
       Materials          The cost of cleaning and guest supplies                .71
       Accrued            The cost of employee benefits                          .44
       Benefits
                                                          Total Price         $ 3.30


d.    Host Commanders can approve rate increases up to the maximum limit. This Chart sets
      maximum service charge rates:


         Transient UPH Module           Maximum Percentage of Lodging Per Diem
                Category
       VIP (OFFICER)                                         50
       VIP (ENLISTED)                                        36
       OFFICER UPH                                           20
       ENLISTED UPH                                          12

e.   Advance approval from Commandant (G-WPM-4) via the chain of command and Area
     Housing Authority is required before increasing service charges above these maximum
     rates.




                               9-17
                                                  Contents                   Index




                       TABLE 9-1. ASHORE BERTHING FOR UNACCOMPANIED E2-E4
                                     MEMBERS ASSIGNED AFLOAT
                                                            Number in                 Ashore Berthing2
                       Cutter Class1
                                                            Cutter Class
                       WAGB-290               *                  1                             12
                       WAGB-400               *                  2                             25
                       WAGB-20                *                  1                              3
                       WHEC-378               *                 12                             33
                       WIX-295                                   1                              8
                       WLB-180                *                 20                              7
                       WLB-225                *                  5                              5
                       WLI-100                                   1                              5
                       WLI-100A                                  3                              5
                       WLIC-160                                  4                              5
                       WLIC-100                                  2                              5
                       WLIC-75                                   8                              4
                       WLM-175                *                  6                              5
                       WLM-133                                   2                              5
                       WLR-115                                   1                              9
                       WLR-65                                    6                              4
                       WLR-75                                   12                              4
                       WMEC-210               *                 16                             12
                       WMEC-230               *                  1                             13
                       WMEC-270               *                 13                             18
                       WPB-110                                  49                             4
                       WPB-82                                   32                             3
                       WPB-87                                    4                             3
                       WTGB-140                                  8                              2
Notes:

1.       Asterisk (*) identifies cutters capable of providing a reasonable quality of life for unaccompanied junior members while
         not underway.
2.       Ashore berthing is total berthing ashore needed for unaccompanied E-4, E-3, and E-2 members aboard specified cutter not
         entitled to single BAH. Number reflects 100 percent of unaccompanied E-4s and 50 percent of unaccompanied E-3s for
         those cutters noted with an asterisk (*) and 100 percent of unaccompanied E-4s, E-3s, and E-2s for all other cutters. See
         Section 9.C.2. for six-month live-aboard orientation period requirement for unaccompanied nonrated members assigned to
         cutters noted with an asterisk (*). Available UPH and UPLH resources may limit berthing ashore.

** The matrixes used the Coast Guard wide average of unaccompanied E-4s of 47.5 % and E-3s of 77.7% to set the number of
racks. The number of E-4s on the Personnel Allowance List were multiplied by 47.5%. The number of E-3s on the PAL were
multiplied by 77.7% and divided by 50%.

         As an example, a WMEC 210 with 14 E-4s and 12 E-3s
         E-4 14 X .475 = 6.65
         E-3 12 X .777 = 9.324 divided by 50 percent = 4.66
         Total racks ashore 11.32 rounded up to 12 racks ashore.


                                                     9-18
                                   Contents                 Index




      TABLE 9-2. MINIMUM ADEQUACY STANDARDS FOR UNACCOMPANIED
                          PERSONNEL HOUSING
               Category                                Living Space                      Notes
E-1 Recruits                          Open compartment with at least 72 net sq.           1
                                      ft. of living space per person. Maximum 60
                                      persons per room; central toilets.
E-1 through E-3                       Room with 90 net sq. ft. of berthing space         2 and 3
Except Recruits                       per person. Maximum two persons per
                                      module.
E-4 through E-6                       Private module with 180 net sq. ft. of             2 and 3
                                      berthing space.
E-7 and above                         Private suite of 480 net sq. ft. consisting of   2, 3, and 4
                                      living room, bedroom, bathroom, closet,
                                      and kitchen.
E-1 through E-9 Watchstanders,        Room with 90 net sq. ft. of berthing space       2, 3, 5, and
Students (20 wks or less), other      per person.                                            6
Transients
Officer Watchstanders, Students       Room with 180 net sq. ft. of berthing space      2, 3, 4, and
(20 wks or less), other Transients    per person.                                            5
Notes:
1. The net living area is one equal share per person of the sleeping rooms. Measurement is to
   the inside face of the peripheral walls.
2. The net berthing space comprises the clear area in the sleeping room allocated for an
   individual’s bed, locker, and circulation; it excludes bathrooms and vanity and entrance areas
   (including door swing).
3. Each standard module includes a separate entrance area and a three-fixture toilet area
   including toilet, shower, and sink (approximately 60 additional sq. ft.). Central bathrooms in
   non-standard modules, provide one lavatory for every four persons, and one toilet and one
   shower for every six persons. When used by four persons or less, privacy between sexes by
   sole use and queuing is acceptable. When more than four persons use a central bathroom,
   provide separate male and female facilities.
4. This is two standard modules with an adjoining lockable door to provide a living and a
   berthing area.
5. In isolated locations where extended watchstander rotation (duty lasting more than seven
   continuous days) is normal, private watchstander modules may be allowed. Commandant
   (G-CCS) will approve private modules for watchstanders on an individual basis.
6. One-person module in instances of an Enlisted. Duty Officer/OOD night room.




                                          9-19
Contents   Index
                                    Contents                     Index
                                                                  Encl. (1) to COMDTINST M11101.13D


                           Required Housing Program Reports
                                Submitted                                   Form/
          Report             By         To               Frequency          HMIS                Reference       Notes
 Leased Housing             AHA    COMDT            Monthly by the10th    HMIS                HMIS User Guide    1
 Monthly Report                    (G-WPM-4)        for previous month
 RCN-11101-1
 ISSA Management            AHA      COMDT          Quarterly by the      Letter              Sec 5.G.4
 Report                              (G-WPM-4)      15th for previous
 RCN-11101-2                                        quarter
 Initial Occupancy          AHA      COMDT          As needed             Letter              Sec 5.C.1.c.
 Report                              (G-WPM-4)
 RCN-11101-3
 Housing Management         HR/      AHA            Weekly                HMIS                HMIS User Guide
 Information System         LHA                     Determined by
 (HMIS) Update                                      AHA
 UPH Occupancy              UPH      AHA via        Monthly by the 5th    HMIS                Sec 9.B.4          2
 Report                     Mgr      chain-of-      for previous month    HMIS
                                     command
Notes:
1. Report currently required to be faxed to Commandant (G-WPM-4) by AHA.
2. Report required only for UPH facilities that do not have access to the HMIS database.

                                          Forms Availability
 Form Number        Date                     Form Name                             Source of Supply             Notes
 AF-227            9-90     Quarters Condition Inspection Report            JetForm Filler
 AF-228            5-97     Furnishings Custody Receipt and Condition       Locally Reproduced
                            Report
 CG-3883           4-80     Rapidraft Letter                                JetForm Filler
 CG-4894           6-76     Off-Base Housing Application                    JetForm Filler
 CG-5267           6-99     Application for Assignment to Military          JetForm Filler
                            Housing
 CG-5427           6-99     UPH Furnishings and Equipment Funding            JetForm Filler
                            Request
 CG-5436           1-99     Fire Protection System Evaluation               Locally Reproduced
 CG-5571           9-93     United States Coast Guard Residential Lease     HMIS database & JetForm Filler
 CG-5571A          7-93     United States Coast Guard Residential Lease     JetForm Filler
                            General Provisions
 CG-5660           6-99     Permanent Party UPH Occupancy Report            Locally Reproduced
 CG-5661           6-99     Transient UPH Occupancy Report                  Locally Reproduced
 DD-139            5-53     Pay Adjustment Authorization                    JetForm Filler                       1
 DD-1144           3-92     Support Agreement                               Locally Reproduced                   1
 DD-1607           4-95     Application for Homeowners Assistance           Locally Reproduced                   1
 DD-1747           9-93     Status of Housing Availability                  Jet Form Filler                      1
 DA-5546           10-96    Detailed Sales/Rental Listing                   Locally Reproduced                   1
 HUD-903           1-93     Housing Discrimination Complaint                Locally Reproduced                   2

Notes:
1. Form downloadable from the Internet at “web1.whs.osd.mil/ICDHOME/FORMS.HTM”.
2. Form downloadable from the Internet at “www.hudclips.org.”
Contents   Index
                                    Contents                      Index
                                                                  Encl. (2) to COMDTINST M11101.13D


 Coast Guard Housing Interservice Support Agreement (ISSA)
                        Procedures
         ISSA Process for Coast Guard Personnel Living in DoD Quarters
Step           Action                                                     Description
 1     DoD prepares ISSA            The ISSA, DD-1144, is prepared by the agency supplying the service. DoD will
                                    provide a list of services and their costs. The agreement can be for one or more
                                    years. Commandant (G-WPM-4) recommends 3 year ISSA terms with an option
                                    to allow CG cancellation with six months’ notice. DoD must provide the address
                                    and billing information: In block 8 of DD-1144 the ISC shall request copies of
                                    billing to the AHO and Comptroller in addition to the copy sent to the FINCEN
                                    for payment.
 2     AHO obtains ISSA             The AHO must forward a copy of the proposed ISSA to Commandant (G-WPM-
       approval                     4) for review and approval before signing as receiver of housing services.
 3     DoD and AHO signs ISSA       After the supplier (DoD) and the receiver (AHO) sign the ISSA, the AHO and
                                    Comptroller keep a copy for their files. The AHO sends a copy to Commandant
                                    (G-WPM-4) and the Comptroller sends a copy to FINCEN.
 4     ISC Comptroller prepares a   The Military Interdepartmental Purchase Request (MIPR), DD-448, or a
       MIPR or requisition for      Requistion and Invoice/Shipping Document, DD-1149, is a one-year document
       AHO’s signature              used to pay for services provided under the ISSA during the FY. The ISC
                                    Comptroller completes the document using the Headquarters-provided leased
                                    housing accounting line. The AHO signs as the authorizing contracting officer.
 5     DoD accepts MIPR             DoD accepts the MIPR using a MIPR Acceptance Form, DD-448-2 or a
                                    Requisition and Invoice/Shipping Document, DD1149. The Comptroller then
                                    obligates the MIPR/DD1149 funding in LUFS and transmits to the FINCEN. A
                                    hard copy of the obligation document is mailed to FINCEN and the DoD activity.
 6     DoD bills the Coast Guard    DoD must bill the Coast Guard in accordance with the ISSA guidelines. Quarterly
                                    billings are preferred, but monthly billings are acceptable and sometimes required
                                    by DoD installations. DoD’s accounting office will submit an SF-1080 to the
                                    FINCEN with a copy to the ISC Comptroller. The DoD housing site must provide
                                    CG occupancy information. The FINCEN will verify the SF-1080 has a valid
                                    MIPR or requisition obligation and pay DoD using the appropriate accounting
                                    information. The expenditure will be recorded in DAFIS.
 7     The AHO monitors CG          The AHO must monitor Coast Guard occupancy to ensure accurate billing
       occupancy and the ISC        information. The ISC Comptroller will monitor expenditures on the MIPR or
       Comptroller monitors         requisition obligations. The comptroller will report lack of billing to the DoD
       DAFIS                        command listed on the ISSA and to the AHO.
 8     AHO sends quarterly ISSA     Each quarter the AHO must request the Comptroller to provide each ISSA’s
       management reports to        expenditure and the FY aggregate. The AHO will validate billing accuracy by
       Commandant (G-WPM-4)         confirming occupancy and project occupancy for the remainder of the FY. The
                                    AHO will identify excess funds obligations for an ISSA and the ISC Comptroller
                                    will de-obligate any identified excess funds by amending the MIPR and entering
                                    the change in LUFS. Any increases in MIPR or requisition obligations
                                    exceeding 10% of total obligation or $10,000 must be pre-approved by
                                    Commandant (G-WPM-4).
 9     ISSA account closed          The ISC Comptroller must close the ISSA account upon final payment. Ideally
                                    this will occur at the end of the FY.




                                                        1
                                   Contents                     Index
Encl. (2) to COMDTINST M11101.13D


       ISSA Process for DoD Personnel Living in Coast Guard Quarters
Step              Action                                               Description
 1      The AHO prepares ISSA      The ISSA, DD-1144, or the Host Tenant Agreement, is negotiated and prepared by
        or Host Tenant Agreement   the AHO. The agreement is normally for 3 years, but can be for one or more years.
                                   Commandant (G-WPM-4) recommends occupant BAH rates be charged with an
                                   option to allow CG cancellation or amend charges with six months’ notice.
 2      AHO obtains ISSA           The AHO must forward a copy of the proposed ISSA to Commandant (G-WPM-4)
        approval                   for review and approval before signing as supplier of housing services.
 3      DoD and AHO signs ISSA     After the supplier (AHO) and the receiver (DoD) sign the ISSA, the AHO and
                                   Comptroller keep a copy for their files. The AHO sends a copy to Commandant
                                   (G-WPM-4) and the Comptroller sends a copy to FINCEN.
 4      DoD Comptroller prepares   The Military Interdepartmental Purchase Request (MIPR), DD-448, or a Requistion
        a MIPR or requisition      and Invoice/Shipping Document, DD-1149, is a one-year document used to pay for
                                   services provided under the ISSA during the FY. The receiving activity (i.e., DoD
                                   Comptroller) completes the document using DoD accounting line.
 5      AHO accepts MIPR           The AHO accepts the MIPR using a MIPR Acceptance Form, DD-448-2. The
                                   Comptroller forwards a copy of the DD-448-2 to the DoD Comptroller and
                                   FINCEN.
 6      Coast Guard bills DoD      The ISC Comptroller must ensure DoD is billed for housing services in accordance
                                   with ISSA guidelines. Quarterly billings are preferred. The AHO or LHO
                                   provides DoD occupancy information to the ISC Comptroller who submits a
                                   transmittal to the FINCEN. The FINCEN will bill DoD and credit the account
                                   indicated by the ISC Comptroller on the transmittal document. The credit will be
                                   recorded in DAFIS.
 7      The AHO or LHO             The AHO or LHO must monitor Coast Guard occupancy to ensure accurate billing
        monitors DoD occupancy     information. Comptroller will monitor credits on the MIPR or requisition
        and the ISC Comptroller    obligations. The comptroller will report lack of DAFIS credits to the FINCEN and
        monitors DAFIS             to the AHO.
 8      AHO sends quarterly ISSA   Each quarter the AHO must request the Comptroller to provide each ISSA’s
        management reports to      payments and the FY aggregate. The AHO will validate payment accuracy by
        Commandant (G-WPM-4)       confirming DoD occupancy and ensuring the AFC-11 or AFC-12 accounts are
                                   properly credited.




                                                      2
                          Contents                Index
                                                   Encl. (3) to COMDTINST M11101.13D


                   Recouping Funds for Damages

Introduction       The process by which funds are recouped for damages to owned housing
                   can be very lengthy and complex. However, it is absolutely necessary to
                   hold members accountable for the consequences of their actions.
                   Members held wholly or partly liable for damages to owned housing
                   units owe a debt to the U.S. Government they must fully repay.

References         • Coast Guard Housing Manual, COMDTINST M11101.13 (series),
                     Sec. 6.G.
                   • CG Pay Manual, COMDTINST M7220.29 (series), Chap. 11.
                   • Coast Guard Claims and Litigation Manual, COMDTINST M5890.9
                     (series).
                   • Personnel and Pay Procedures Manual, HRSIC M1000.2 (series).

LHA and AHA        The LHA deals directly with owned housing occupant(s) to recoup funds
responsibilities   for damage for which members are held liable.

                   The AHA reviews the LHA’s damage liability decision only when
                   requested by the member.

                                                                       Continued on next page




                                         1
                            Contents                  Index
Encl. (3) to COMDTINST M11101.13D


Recouping Funds for Damages, Continued

Notifying            The LHA must notify members they are liable for damage to
members of debt      Government-owned housing and their pay is subject to involuntary
                     withholding (☛ Pages 6 and 7). This information is also stated in the
                     Tenant Occupancy Instruction required to be signed by each member
                     occupying Coast Guard housing.

Member’s options     On receiving the LHA’s debt notification letter, member(s) have these
                     options:
      OPTION                                      REMARKS
Voluntarily submit   The LHA sends member’s voluntary PAA to HRSIC (dc) (☛ Page 8).
to LHA a signed      HRSIC (dc) will determine the monthly installment amount.
PAA, cashier’s
check, or money      LHA sends member’s cashier’s check or money order to FINCEN (OGR)
order for full       (☛ Page 9).
amount of debt
Voluntarily make     The LHA will review member’s repair and replacement in kind action,
repairs or replace   and/or new information and reconsider the damage liability determination
damaged items in     and:
kind, and/or         • dismisses the entire debt if he or she finds member is not liable
provide new          • deny appeal and again demand debt payment
information and      • partially approve appeal and send a new demand for payment letter
appeal to LHA to
reconsider damage
liability
determination
Request AHA          The AHA will review the LHA’s decision and issue a separate decision.
review LHA’s         The AHA is authorized to overrule an LHA’s damage liability decision.
decision
Request MLC (lc)     The LHA and AHA will review any request for a waiver or compromise
via chain-of-        before MLC (lc) takes action.
command waive or
compromise
Not respond          If the LHA does not receive a response from the member within 30 days
                     after sending the debt collection letter, he or she submits an involuntary
                     PAA to HRSIC (dc) to begin involuntary pay withholding. The PAA
                     requires a statement indicating the member was provided due process
                     (☛ Page 10).

                                                                            Continued on next page




                                            2
                            Contents                 Index
                                                      Encl. (3) to COMDTINST M11101.13D


Recouping Funds for Damages, Continued

Member’s options     Members held liable for damage to owned housing have these options
after debt           any time after debt collection begins:
collection begins
     OPTION                                         REMARKS
Request settlement   The member may submit a request for review via the LHA to the
authority review,    settlement authority challenging the debt’s validity or amount. If the
reconsider,          settlement authority determines the debt should be adjusted, he or she
suspend, or          will provide a copy of the decision to the LHA. If a PAA previously had
terminate debt       been issued, the LHA will immediately notify HRSIC (dc) and provide a
                     copy of the settlement authority’s decision. If the settlement authority
                     decides to reduce the amount for which the member is liable, the LHA
                     must submit a correction to the original PAA to HRSIC (dc).

                     The Coast Guard Claims and Litigation Manual, COMDTINST
                     M5890.9 (series), determines the appropriate settlement authority and
                     provides detailed guidance on submitting and settling review and
                     compromise requests.
Request remitting    Only enlisted members may request a remission for hardships and
the debt             injustice of a debt being deducted from their pay. The remission request
                     must conform to guidance in the Personnel and Pay Procedures Manual,
                     HRSIC M1000.2 (series), on remissions. Normally, HRSIC will suspend
                     further debt collection pending Commandant (G-WPM) determination.
                     Members may not request remissions after separating from the Service.

                                                                          Continued on next page




                                           3
                            Contents                  Index
Encl. (3) to COMDTINST M11101.13D


Recouping Funds for Damages, Continued

HRSIC debt           On receiving a voluntary or involuntary PAA from an LHA, HRSIC (dc)
collection efforts   will begin debt collection efforts, which will continue for up to 10 years
                     after the member incurred the debt or until HRSIC determines continued
                     efforts are no longer cost-effective.

                     In all cases, HRSIC (dc) will finalize the original PAA and return it to the
                     originating LHA as either collected in full or written off. HRSIC also
                     sends a copy of the finalized PAA to the FINCEN to credit the
                     appropriate housing site account for any money collected.

                     To contact HRSIC (dc) call (785) 357-6940 or fax at (785) 295-2781.

FINCEN credit        On receiving a member’s cashier’s check or money order or a completed
procedures           PAA from HRSIC (dc), FINCEN will credit the appropriate account
                     identified on the rapidraft letter or PAA.

                     To contact FINCEN Customer Service, call (757) 523-6940 or fax at
                     (757) 523-6035.

                                                                            Continued on next page




                                            4
                                    Contents                              Index
                                                                           Encl. (3) to COMDTINST M11101.13D


Recouping Funds for Damages, Continued


Procedural flowchart of funds recoupment process
                                                       LHA sends debt
                                                      collection letter to
                                                        member with
                                                      voluntary PAA via
                                                      chain-of-command




                                                           Member
                                                         decides option



          Mbr does not         Mbr voluntarily                              Mbr requests         Mbr sends cashier's
       respond within 30    repairs or replaces                                waiver or       check, money order, or
           days after        damaged items in                              compromise via     signed voluntary PAA for
         receiving letter       kind and/or                               chain-of-command      entire debt amount to
                             provides new info                            and LHA and AHA                LHA
                               and appeals to
           LHA sends              LHA for
       involuntary PAA to     reconsideration                                                 LHA sends mbr's PAA to
                                                                              Send waiver
             HRSIC          and/or AHA review                                                   HRSIC, or cashier's
                                                                             or compromise
                                                                               to MLC (lc)    check or money order to
          Case closed                                                                                FINCEN
                            LHA reviews mbr's        AHA reviews
                                  repair and             if mbr            MLC (lc) acts as
                               replacement in         requests --          final settlement        Case closed
                            kind action and/or          issues               authority and
                             any new info and          decision           sends decision to
                                reconsiders --                            mbr via AHA and
                              issues decision                                     LHA


                                                                             AHA and LHA
                            Denies or partially   Approves appeal           sends decision
                             approves appeal      and waives entire       with endorsements
                              and sends new         debt amount              and new PAA
                                demand for
                            payment letter with
                              voluntary PAA         Case closed



                                 Member
              No                voluntarily
                                  pays?



                                    Yes




                                                                                                   Continued on next page


                                                        5
                                    Contents                        Index
Encl. (3) to COMDTINST M11101.13D

Recouping Funds for Damages, Continued

Sample debt collection letter
      U.S. Department
      of Transportation

      United States
      Coast Guard
                                                                                                    11101

      From:     LHA
      To:       Member
      Via:      Member's Command

      Subj:     DEMAND FOR PAYMENT FOR DAMAGE TO QUARTERS

      Ref:      (a)   CG Housing Manual, COMDTINST M11101.13 (series)
                (b)   CG Claims & Litigation Manual, COMDTINST M5890.9 (series)
                (c)   CG Pay Manual, COMDTINST M7220.27 (series)
                (d)   CG Personnel Manual, COMDTINST M1000.6 (series)

      1. I have received the report of inspection carried out on your assigned Government quarters located
      at (insert address) ________________________________________ on (insert date). These quarters
      were assigned to you and you were responsible for their care and cleanliness. The inspection report,
      attached as enclosure (1), notes damage to the quarters in the amount of $(insert). I have determined
      you are liable for (all or insert amount) of the damages in accordance with reference (a). {if responsible
      for a lesser amount explain which damages the member is liable for}.

      2. You are now responsible for either repairing the damages to my satisfaction or repaying the
      Coast Guard Housing Program for the expense of repairing the damages. You may do so by one of
      these methods:

           a. Repair or replace the damaged items yourself or arrange someone else to do it for you.
      Notify me in writing if you intend to repair or replace the damaged items, or

            b. Return a copy of this letter to the Local Housing Office at the address above with a money
      order or cashier’s check payable to “U.S. Coast Guard” for $(insert amount), or

            c. Return a copy of this letter to the Local Housing Office at the address above with a copy of
      the Pay Adjustment Authorization (PAA) for a voluntary deduction from your pay (enclosure (2)). See
      your Personnel Reporting Unit (PERSRU) for counseling about this option. If you choose a voluntary
      PAA, endorse the enclosed PAA and send it to the Local Housing Office within 30 days.

      3. You may request I reconsider my decision. Supply any information not previously available
      that will help support your request. If you have no further information but disagree with my
      decision, you may request review of my decision by the Area Housing Authority having cognizance
      over the damaged quarters. You may also request the MLC Claims and Litigation

                                                                                          Continued on next page




                                                          6
                                   Contents                      Index
                                                                  Encl. (3) to COMDTINST M11101.13D

Recouping Funds for Damages, Continued

Sample debt collection letter

                                                                                                11101

      Subj:    DEMAND FOR PAYMENT FOR DAMAGE TO QUARTERS

      Branch (MLC___(lc)), as settlement authority, to waive your debt or compromise it to a reduced
      amount. Send any request for reconsideration, review, waiver, or compromise via your chain-of-
      command and me.

      4. You must respond to this letter within 30 days from receipt date with an offer to repair or repay,
      a request for my reconsideration, a request for the Area Housing Authority to review my decision, or
      a request to waiver or compromise your debt to a reduced amount. If you fail to respond within 30
      days, I will initiate an involuntary pay deduction to reimburse the Coast Guard Housing Program for
      damages for which you are liable.

      5. The Human Resources Services & Information Center (HRSIC) will determine the monthly rate
      of liquidation in accordance with reference (c), Chapter 11. Reference (d), Article 8-F-5 remission
      debt provisions apply to enlisted members only.



                                                        LHO
                                                        By direction


      Encl    (1) Inspection Report
      :       (2) Voluntary PAA (DD-139)


      Note: For Other Than Active Duty Coast Guard Members:

               !   Use paragraphs “1”, “2”, “2.a.”, and “2.b.”;

               !   Omit paragraphs “2.c.”, “4”, “5”;

               !   Instead of paragraph 3, substitute: “If you fail to repair all the damages or repay
                   the Coast Guard in full, this matter will be forwarded to the claims settlement
                   authority for further collection actions.”

               !   Omit Enclosure (2).




                                                        2

                                                                                      Continued on next page




                                                        7
                         Contents       Index
Encl. (3) to COMDTINST M11101.13D


Recouping Funds for Damages, Continued

Sample voluntary PAA




                                                Continued on next page


                                    8
                        Contents            Index
                                            Encl. (3) to COMDTINST M11101.13D


Recouping Funds for Damages, Continued


Sample damage payment rapidraft to FINCEN




                                                            Continued on next page


                                    9
                         Contents        Index
Encl. (3) to COMDTINST M11101.13D


Recouping Funds for Damages, Continued


Sample involuntary PAA




                                    10
                                   Contents                              Index
                                                                           Encl. (4) to COMDTINST M11101.1.13D


                                                                                                       DATE LISTED
                             DETAILED SALES/RENTAL LISTING
                         For use of this form, see AR 210-50; the proponent agency is OACSIM


  HOUSE      APARTMENT TRAILOR OR SPACE LEASE REQ                CHILDREN              GROUP/SHARE     PETS     APT HOUSE NO. OF
❑ SALE      ❑ SALE       ❑ SALE               ❑ YES         ❑ YES           ❑ YES ❑ NO                 ❑ YES UNIT
❑ RENT      ❑ RENT       ❑ RENT               ❑ NO          ❑ NO            ❑ MALE ❑ FEMALE            ❑ NO
FURNISHED AGE OF UNIT DIST FROM INSTALLATION                ❑ DETACHED ❑ SEMI DETACHED                 ❑ BRICK ❑ FRAME
❑ YES                 ______________ MILES                  ❑ ROW ❑ ONE STORY ❑ TWO STORY              ❑ SHINGLE ❑ STONE
❑ NO      _____ YRS   ______________ TIME
                                                            ❑ SPLIT LEVEL ❑ MULTISTORY                 ❑ STUCCO
❑ LIVING ROOM ❑ DINING ROOM               FAMILY ROOM              DEN            BEDROOM NO. & SIZE   BATH     ❑ BASEMENT
❑ FIRE PLACE ❑ DINING AREA            ❑ YES ❑ NO             ❑ YES                                     ❑½       ❑ REC ROOM
                                      ❑ FIREPLACE            ❑ NO                                      ❑ FULL ❑ UTILITY ROOM
          KITCHEN                                           ❑ GARAGE ❑ CARPORT                         ❑ PORCH ❑ POOL ❑ PATIO
❑ DISHWASHER ❑ STOVE ❑ WASHER ❑ CONNECTION                          ❑ DRIVEWAY                         ACCESS FOR HANDICAPPED
❑ DISPOSAL ❑ REFRIG ❑ DRYER ❑ CONNECTION                           ❑ OFF STREET PARKING
                                                                     ❑ YARD ❑ FENCED
   HEAT       AIR COND      UTILITIES PAID BY       SALE PRICE      RENTAL PRICE EFF $_________        SECURITY DEPOSIT MILITARY
❑ OIL   ❑ CENTRAL            ❑ LANDLORD                             1 BR: $ ____ 2 br: $ ____          ❑ YES ❑ NO       CLAUSE
  ❑ GAS ❑ WINDOW          ❑ TENANT                  $ _________     3 BR: $ ____ 4 BR: $ ____                           ❑ YES
❑ ELEC  ❑ EVP CLR                                                                                      AMOUNT $ ____    ❑ NO
REMARKS                                                                                                       LOAN INFORMATION
                                                                                                       ❑ VA INTEREST ______%
                                                                                                       ❑ FHA MO. Payment $ ______
                                                                                                              Loan bal $ ______
                                                                                                       ❑ CONV
NAME OF CONTACT                                                                  ❑ OWNER                          PHONE
                                                                                                       OFFICE __________
                                                                                 ❑ AGENT
                                                                                                       HOME __________
                                                                                 ❑ MANAGER
ADDRESS OF FACILITY                                                                   DATE AVAILABLE   LAST CHRRSO AVAILABILITY
                                                                                                       CHECK


DA FORM 5546-R, OCT 96              EDITION OF FEB 90 IS OBSOLETE
Contents   Index
                                                   Contents                                     Index
                                                                                                               Encl. (5) to COMDTINST M11101.1.13D
                                                                                                                            LEGEND
                     QUARTERS CONDITION                                   ✔                                                 X
                                                                                                                            •
                                                                                     REPAIR FAIR WEAR AND TEAR                  REPAIR REIMBURSABLE
                      INSPECTION REPORT                                   ο          OCCUPANT CLEAN/REPAIR                      ACCEPTED AT REINSPECTION
 NAME OF OCCUPANT (LAST, FIRST, MIDDLE INITIAL)        GRADE                                          ADDRESS/QUARTERS NUMBER



                                                                          BEDROOM                                               LIVING      DINING       GARAGE/   BREEZE
                        ITEM                                                                                         HALL
                                                         NO. 1        NO. 2             NO. 3          NO. 4                    ROOM        ROOM         CARPORT    WAY
 FLOOR
 WALLS
 CEILING
 DOOR
 WINDOWS
 BLINDS/SHADES
 LIGHT FIXTURE
 LIGHT SWITCH
 ELECTRICAL OUTLETS
 CLOSET
 CLOSET DOOR
 FIREPLACE
 SMOKE DETECTOR



                                  BATHROOM                                                                 UTILITY     FURNACE                                      HOUSE
              ITEM                                                ITEM                       KITCHEN                                           ITEM
                               LARGE     SMALL                                                             ROOM         ROOM                                       EXTERIOR
 FLOOR                                                FLOOR                                                                         WALLS
 WALLS                                                WALLS                                                                         ROOF
 CEILING                                              CEILING                                                                       TV ANTENNA
 DOOR                                                 DOOR                                                                          EXTERIOR PAINT
 WINDOWS                                              WINDOWS                                                                       SCREENS
 BLINDS/SHADES                                        BLINDS/SHADES                                                                 HOSE BIBS
 LIGHT FIXTURE                                        LIGHT FIXTURE                                                                 GAS REGULATOR
 LIGHT SWITCHES                                       LIGHT SWITCH
 ELECTRICAL OUTLETS                                   ELECTRICAL OUTLETS
 CEILING HEATER                                       SINK AND CABINET
 LAVATORY AND CABINET                                 GARBAGE DISPOSAL
                                                                                                                                               ITEM                GROUNDS
 TOWEL BARS                                           CABINETS
 MEDICINE CABINET                                     DISH WASHER                                                                   LAWN
 SOAP DISH                                            REFRIGERATOR                                                                  LAWN EDGE
 TOILET                                               STOVE                                                                         SHRUBS
 PAPER HOLDER                                         VENT HOOD                                                                     TREES
 BATHTUB                                              DOOR CHIMES                                                                   CULTIVATION
 TOOTHBRUSH HOLDER                                    CIRCUIT BREAKER                                                               SPRINKLER SYSTEM
 BATHTUB ENCLOSURE                                    WASHER                                                                        DRIVEWAY
 SHOWER STALL                                         WATER VALVES                                                                  WALKS
 VALVES AND HEAD                                      WATER HEATER                                                                  FENCE
 SHOWER TOWEL BAR                                     DRYER                                                                         PATIO SLAB
 SHOWER SOAP DISH                                     FURNACE
 SHOWER DOOR                                          FILTER




 OCCUPANT ACKNOWLEDGES RECEIPT OF BASE FAMILY HOUSING BROCHURE AND _____ SETS OF KEYS DURING INITIAL INSPECTION.
    QUARTERS PASS FINAL INSPECTION                                          QUARTERS DID NOT PASS FINAL INSPECTION, SEE ITEMS                        ο
    QUARTERS PASS REINSPECTION                                              SCHEDULED
                                                                         INSPECTORS AGREEMENT
 This certifies that I have been briefed by the Family Housing Inspector (In accordance with ______________________________________________________ Family
 Housing Brochure and AFR 90-1) regarding cleaning requirements.

 I fully understand that along with the cleaning requirements outlined in ___________________________________ the following must be accomplished in order for the
 quarters to pass the final inspection:




                                                                              (Continue on Reverse)
                       DATE/SIGNATURE OF OCCUPANT                                                                DATE/SIGNATURE OF INSPECTOR
    DATE                                  SIGNATURE                                                                             SIGNATURE
 INITIAL
 INSPECTION


 PRE-
 TERMINATION


 FINAL
 INSPECTION



AF Form 227, SEP 90              PREVIOUS EDITION IS OBSOLETE
                                                 Contents                           Index
                                                                                              Encl. (6) to COMDTINST M11101.13D

DEPARTMENT OF
TRANSPORTATION
U.S. COAST GUARD                                         OFF-BASE HOUSING APPLICATION
CG-4894 (Rev. 6-76)
NAME OF APPLICANT (last, First, MI)                                                            GRADE RATE            DATE



DUTY STATION ADDRESS                          PRESENT ADDRESS (Include Zip Code)                             TELEPHONE NUMBER
                                                                                               OFFICE                HOME



TYPE OF FACILITY DESIRED (“X” Applicable Boxes)                    NO. OF BEDROOMS                             PRICE RANGE

❏ HOUSE/PURCHASE                      ❏ SUBLET                                                 SALES PRICE           RENTAL PRICE
❏ HOUSE/RENT                          ❏ TRANSIENT                  NO. OF BATHS
❏ APARTMENT                           ❏ TRAILER COURT
❏ ROOM                                ❏ FURNISHED
❏ ROOM AND BOARD                      ❏ UNFURNISHED
❏ SHARE
LOCATION PREFERENCE                          NO. DEPENDENTS                        CHILDREN              PETS (If Yes Specify Type)
                                                                   BOYS (Ages)           GIRLS (Ages)
                                                                                                         ❏ Y ______________________
                                                                                                         ❏N
REMARKS




LISTINGS OFFERED




PREVIOUS EDITION IS OBSOLETE


                                                        PRIVACY ACT STATEMENT

         IN ACCORDANCE WITH 5 USC 552A (e) (3), THE FOLLOWING INFORMATION IS PROVIDED TO YOU
                  WHEN SUPPLYING PERSONAL INFORMATION TO THE U.S. COAST GUARD


  1. AUTHORITY WHICH AUTHORIZED THE SOLICITATION OF THE INFORMATION:
  14 USC 632 (OWNED)/14 USC 475(a) (LEASED).

  2. PRINCIPAL PURPOSE(S) FOR WHICH INFORMATION IS INTENDED TO BE USED: TO GUARANTEE
  HOUSING REFERRAL OFFICE ASSISTANCE TO YOU IN LOCATING AND OBTAINING ADEQUATE FAMILY
  HOUSING OR BACHELOR HOUSING.

  3. THE ROUTINE USES WHICH MAY BE MADE OF THE INFORMATION: PORTIONS OF THE DATA YOU
  FURNISH WILL, ON OCCAISON, BE DISSEMINATED, SELDOM BY NAME, TO PROSPECTIVE LANDLORDS,
  PROPERTY OWNERS, APARTMENT RENTAL MANAGERS, ETC., IN THE COURSE OF OUR EFFORTS TO HELP
  YOU SECURE ADEQUATE HOUSING IN THE VICINITY OF YOUR NEW DUTY STATION.

  4. WHETHER OR NOT DISCLOSURE OF SUCH INFORMATION IS MANDATORY OR VOLUNTARY (REQUIRED
  BY LAW OR OPTIONAL) AND THE EFFECTS ON THE INDIVIDUAL, IF ANY, OF NOT PROVIDING ALL OR ANY
  PART OF THE REQUESTED INFORMATION: DISCLOSURE OF THIS INFORMATION IS VOLUNTARY, BUT
  WITHOUT DISCLOSURE THE INDIVIDUAL MAY BE DENIED HOUSING REFERRAL OFFICE ASSISTANCE IN HIS
  QUEST FOR ADEQUATE AND SUITABLE HOUSING IN THE COMMUNITY WHICH WOULD OTHERWISE BE
  AVAILABLE.
                                                                Contents Department Index                                                      OMB Approval No. 2529-0011
Housing Discrimination                                                 U.S.         of Housing
                                                                               and Urban Development                                                      (exp. 4/30/2001)
Complaint                                                                      Office of Fair Housing
                                                                               and Equal Opportunity

Please type or print this form

Public Reporting Burden for this collection of information is estimated to average 1 hour per response, including the time for reviewing instructions, searching
existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information.
Read this entire form and all the instructions carefully before completing. All questions should be answered. However, if you do not know the answer or if a
question is not applicable, leave the question unanswered and fill out as much of the form as you can. Your complaint should be signed and dated. Where
more than one individual or organization is filing the same complaint, and all information is the same, each additional individual or organization should complete
boxes 1 and 7 of a separate complaint form and attach it to the original form. Complaints may be presented in person or mailed to the HUD State Office covering
the State where the complaint arose (see list on back of form), or any local HUD Office, or to the Office of Fair Housing and Equal Opportunity, U.S. Department
of HUD, Washington, D.C. 20410.

This section is for HUD use only.
Number                                  (Check the applicable box)                Jurisdiction               Signature of HUD personnel who established Jurisdiction
                                            Referral & Agency (specify)                  Yes      No
Filing Date                                 Systemic                                     Additional Info
                                            Military Referral
1. Name of Aggrieved Person or Organization (last name, first name, middle initial) (Mr.,Mrs.,Miss,Ms.)               Home Phone                   Business Phone


Street Address (city, county, State & zip code)


2. Against Whom is this complaint being filed? (last name, first name, middle initial)                                                      Phone Number


Street Address (city, county, State & zip code)


Check the applicable box or boxes which describe(s) the party named above:
   Builder             Owner               Broker             Salesperson                 Supt. or Manager           Bank or Other Lender               Other
If you named an individual above who appeared to be acting for a company in this case, check this box        and write the name and address of the company in this space:
Name:                                                              Address


Name and identify others (if any) you believe violated the law in this case:


3. What did the person you are complaining against do? Check all that apply and give the most recent date these act(s) occurred in block No. 6a below.
   Refuse to rent, sell, or deal with you   Falsely deny housing was available         Engage in blockbusting          Discriminate in broker's services
   Discriminate in the conditions or                Advertise in a discriminatory way               Discriminate in financing        Intimidated, interfered, or coerced you
   terms of sale, rental occupancy, or                                                                                               to keep you from the full benefit of the
   in services or facilities                                                                                                         Federal Fair Housing Law
   Other (explain)

4. Do you believe that you were discriminated against because of your race, color, religion, sex, handicap, the presence of children under 18, or a pregnant female
   in the family or your national origin? Check all that apply.
   Race or Color            Religion                Sex                    Handicap               Familial Status                 National Origin
     Black                  (specify)                  Male                  Physical               Presence of children              Hispanic          American  Other
     White                                             Female                Mental                  under 18 in the family            Asian or         Indian or (specify)
     Other                                                                                            Pregnant female                  Pacific          Alaskan
                                                                                                                                       Islander         Native
5. What kind of house or property was involved?            Did the owner live there?         Is the house or property What is the address of the house or property?
    Single-family house                                         Yes                                Being sold?        (street, city, county, State & zip code)
    A house or building for 2, 3, or 4 families                No                                  Being rented?
    A building for 5 families or more                          Unknown
    Other, including vacant land held for
    residential use (explain)
6. Summarize in your own words what happened. Use this space for a brief and concise statement of the facts. Additional             6a. When did the act(s) checked in Item 3
   details may be submitted on an attachment.                                                                                           occur? (Include the most recent date if
   Note: HUD will furnish a copy of the complaint to the person or organization against whom the complaint is made.                     several dates are involved)




7. I declare under penalty of perjury that I have read this complaint (including Signature & Date
   any attachments) and that it is true and correct.
Previous edition, dated, 11/92, may not be used;                                                                                                         form HUD-903 (1/93)
other editions may be used until stock is exhausted.                                                                                                     ref Handbook 8024.1
                                                                  Contents                           Index
What Does the Fair Housing Amendments Act of 1988 Provide?                                    5. Asian or Pacific Islander—A person having origins in any of the original
                                                                                                 peoples of the Far East, Southeast Asia, the Indian Subcontinent, or the
The Fair Housing Act declares that it is national policy to provide fair housing                 Pacific Islands. This area includes, for example, China, Japan, Korea, the
throughout the United States and prohibits eight specific kinds of discriminatory                Philippine Islands, and Samoa.
acts regarding housing if the discrimination is based on race, color, religion,
sex, handicap, familial status or national origin.                                            You can obtain assistance (a) in learning about the Fair Housing Act, or (b) in
                                                                                              filing a complaint at the HUD Regional Offices listed below:
1. Refusal to sell or rent or otherwise deal with a person.
                                                                                              New England - Connecticut, Maine, Massachusetts, New Hampshire, Rhode
2. Discriminating in the conditions or terms of sale, rental, or occupancy.                   Island, Vermont
3. Falsely denying housing is available.                                                      HUD - Fair Housing and Equal Opportunity (FHEO)
                                                                                              Boston Federal Office Building, 10 Causeway Street
4. “Blockbusting”—causing person(s) to sell or rent by telling them that                      Boston, Massachusetts 02222-1092
   members of a minority group are moving into the area.
                                                                                              New York / New Jersey
6. Discrimination in financing housing by a bank, savings and loan association,               HUD - Fair Housing and Equal Opportunity (FHEO)
   or other business.                                                                         26 Federal Plaza
                                                                                              New York, New York 10278-0068
7. Denial of membership or participation in brokerage, multiple listing, or other
   real estate services.                                                                      Mid-Atlantic – Delaware, District of Columbia, Maryland, Pennsylvania, Virginia,
                                                                                              West Virginia
8. Interference, coercion, threats or intimidation to keep a person from obtain-              HUD - Fair Housing and Equal Opportunity (FHEO)
   ing the full benefits of the Federal Fair Housing Law and/or filing a complaint.           The Wanamaker Bldg.,100 Penn Sq. East
What Does the Law Exempt?                                                                     Philadelphia, Pennsylvania 19107-3380

The first three acts listed above do not apply (1) to any single family house                 Southeast/Caribbean – Alabama, Florida, Georgia, Kentucky, Mississippi,
where the owner in certain circumstances does not seek to rent or sell it through             North Carolina, South Carolina, Tennessee, Puerto Rico, Virgin Islands
the use of a broker or through discriminatory advertising, nor (2) to units in                HUD - Fair Housing and Equal Opportunity (FHEO)
houses for two-to-four families if the owner lives in one of the units.                       Richard B. Russell Federal Building, 75 Spring Street, S.W.
                                                                                              Atlanta, Georgia 30303-3388
What Can You Do About Violations of the Law?
                                                                                              Midwest – Illinois, Indiana, Michigan, Minnesota, Ohio, Wisconsin
Remember, the Fair Housing Act applies to discrimination based on race, color,                HUD - Fair Housing and Equal Opportunity (FHEO)
religion, sex, handicap, familial status, or national origin. If you believe you have         Ralph H. Metcalfe Federal Building, 77 West Jackson Blvd.
been or are about to be, discriminated against or otherwise harmed by the kinds               Chicago, Illinois 60604-3507
of discriminatory acts which are prohibited by law, you have a right, within 1 year
after the discrimination occurred to:                                                         Southwest – Arkansas, Louisiana, New Mexico, Oklahoma, Texas
                                                                                              HUD - Fair Housing and Equal Opportunity (FHEO)
1. Complain to the Secretary of HUD by filing this form by mail or in person.                 1600 Throckmorton, P.O. Box 2905
   HUD will investigate. If it finds the complaint is covered by the law and is               Forth Worth, Texas 76113-2905
   justified, it will try to end the discrimination by conciliation. If conciliation fails,
   other steps will be taken to enforce the law. In cases where State or local                Great Plains – Iowa, Kansas, Missouri, Nebraska
   laws give the same rights as the Federal Fair Housing Law, HUD must first                  HUD - Fair Housing and Equal Opportunity (FHEO)
   ask the State or local agency to try to resolve the problem.                               Gateway Tower II, 400 State Avenue
                                                                                              Kansas City, Kansas 66101-2406
2. Go directly to Court even if you have not filed a complaint with the
   Secretary. The Court may sometimes be able to give quicker, more                           Rocky Mountains – Colorado, Montana, North Dakota, South Dakota, Utah,
   effective, relief than conciliation can provide and may also, in certain cases,            Wyoming
   appoint an attorney for you (without cost).                                                HUD - Fair Housing and Equal Opportunity (FHEO)
                                                                                              Executive Tower Building, 1405 Curtis Street
    You Should Also Report All Information about violations of the Fair                       Denver, Colorado 80202-2349
    Housing Act to HUD even though you don't intend to complain or go to court
    yourself.                                                                                 Pacific/Hawaii – Arizona, California, Hawaii, Nevada, Guam, American Samoa
                                                                                              HUD - Fair Housing and Equal Opportunity (FHEO)
    Additional Details. If you wish to explain in detail in an attachment what                450 Golden Gate Avenue
    happened, you should consider the following:                                              San Francisco, California 94102-3448
    1. If you fee that others were treated differently from you, please explain the           Northwest/Alaska – Alaska, Idaho, Oregon, Washington
       facts and circumstances.                                                               HUD - Fair Housing and Equal Opportunity (FHEO)
                                                                                              Suite 200 Seattle Federal Building, 909 1st Ave.
    2. If there were witnesses or others who know what happened, give their                   Seattle, Washington 98104-1000
       names, addresses, and telephone numbers.
                                                                                              Privacy Act of 1974 (P.L. 93-579)
    3. If you have made this complaint to other government agencies or to the
       courts, state when and where and explain what happened.                                Authority: Title VIII of the Civil Rights Act of 1968, as amended by the Fair
                                                                                              Housing Amendments Act of 1988, (P.L. 100-430).
Racial/Ethnic Categories
                                                                                              Purpose: The information requested on this form is to be used to investigate
1. White (Non Hispanic)—A person having origins in any of the original                        and to process housing discrimination complaints.
   peoples of Europe, North Africa, or the Middle East.
                                                                                              Use: The information may be disclosed to the United States Department of
2. Black (Non Hispanic)—A person having origins in any of the black racial                    Justice for its use in the filing of pattern or practice suits of housing discrimina-
   groups of Africa.                                                                          tion or the prosecution of the person who committed the discrimination where
3. Hispanic—A person of Mexican, Puerto Rican, Cuban, Central or South                        violence is involved; and to state or local fair housing agencies which administer
   American or other Spanish Culture or origin, regardless of race.                           substantially equivalent fair housing laws for complaint processing.

4. American Indian or Alaskan Native—A person having origins in any of the                    Penalty: Failure to provide some or all of the requested information will result
   original peoples of North America, and who maintains, cultural identification              in delay or denial of HUD assistance.
   through tribal affiliation or community recognition.                                       Disclosure of this information is voluntary.



For further information call the Toll-free Fair Housing Complaint Hotline 1-800-669-9777.
Hearing Impaired persons may call (TDD) 1-800-927-9275.
Previous edition, dated, 11/92, may not be used;                                                                                                           form HUD-903 (1/93)
other editions may be used until stock is exhausted.                                                                                                       ref Handbook 8024.1
                                    Contents                     Index              Encl (8) to COMDTINST M11101.13D

                                  $33/,&$7,21 )25 +20(2:1(56 $66,67$1&(



 ,)    <RX DUH RU ZHUH D VHUYLFHPHPEHU D )HGHUDO HPSOR\HH D PHPEHU RI WKH &RDVW *XDUG RU D 86 FLWL]HQ HPSOR\HH RI
        D QRQDSSURSULDWHG IXQG LQVWUXPHQWDOLW\ VHUYLQJ DW RU QHDU D PLOLWDU\ LQVWDOODWLRQ ZKLFK KDV EHHQ RUGHUHG WR EH FORVHG
        LQ ZKROH RU LQ SDUW RU KDV EHHQ FORVHG WR UHGXFH WKH VFRSH RI RSHUDWLRQV

 $1' <RX RZQ RU RZQHG \RXU KRPH QHDU WKDW LQVWDOODWLRQ

 $1' <RX ZLOO EH RU KDYH EHHQ REOLJHG WR PRYH DZD\ WR REWDLQ QHZ ZRUN DUH UHDVVLJQHG WR DQRWKHU DUHD RU DUH
      LQYROXQWDULO\ XQHPSOR\HG

 <RX PD\ EH HQWLWOHG WR EHQHILWV XQGHU WKH 'HSDUWPHQW RI 'HIHQVH +RPHRZQHUV $VVLVWDQFH 3URJUDP )RU GHWDLOV RQ KRZ
 \RX PD\ TXDOLI\ VHH EHORZ


                                                          7+( /$:

     3XEOLF /DZ  6HFWLRQ  DV DPHQGHG DXWKRUL]HV WKH 6HFUHWDU\ RI 'HIHQVH WR SURYLGH ILQDQFLDO KHOS WR
 HOLJLEOH KRPHRZQHUV VHUYLQJ RU HPSOR\HG DW RU QHDU PLOLWDU\ LQVWDOODWLRQV ZKLFK ZHUH RUGHUHG FORVHG RU SDUWLDOO\ FORVHG
 UHDOLJQHG RU ZHUH RUGHUHG WR UHGXFH WKH VFRSH RI RSHUDWLRQV 7KH 'HSDUWPHQW RI WKH $UP\ DFWV DV H[HFXWLYH DJHQW IRU
 'R' LQ DGPLQLVWHULQJ WKH SURJUDP IRU DOO PLOLWDU\ GHSDUWPHQWV %HIRUH WKH EHQHILWV FDQ EH SDLG FHUWDLQ FRQGLWLRQV PXVW
 EH PHW

                                                       &21',7,216

 7KH %DVH &ORVXUH RU 5HGXFWLRQ $FWLRQ                           6HUYLFH 5HTXLUHPHQWV &RQWLQXHG

    7KHUH PXVW EH D GHFOLQH LQ WKH PDUNHW YDOXH RI \RXU             <RX PXVW KDYH WUDQVIHUUHG IURP WKH LQVWDOODWLRQ RQ DQ
 KRPH ZKLFK FDQ UHDVRQDEO\ EH VKRZQ WR KDYH EHHQ                 RYHUVHD WRXU ZLWKLQ WKUHH \HDUV SULRU WR WKH DQQRXQFHPHQW
 FDXVHG E\ WKH FORVXUH
                                                                     $W WKH WLPH RI WKH DQQRXQFHPHQW WUDQVIHU RU MRE
 7KH +RPHRZQHU                                                  WHUPLQDWLRQ \RX PXVW KDYH EHHQ WKH RZQHURFFXSDQW RI
                                                                 WKH GZHOOLQJ RU KDYH OHIW LW DIWHU EHLQJ RUGHUHG LQWR RQSRVW
     7KHUH DUH VHYHUDO FLUFXPVWDQFHV ZKLFK PD\ TXDOLI\ \RX       KRXVLQJ GXULQJ WKH VL[ PRQWKV EHIRUH WKH DQQRXQFHPHQW
 WR EHQHILW IURP WKH +RPHRZQHUV $VVLVWDQFH 3URJUDP $V
 D VHUYLFHPHPEHU )HGHUDO HPSOR\HH RWKHU WKDQ D                 7KH 'ZHOOLQJ
 WHPSRUDU\ HPSOR\HH VHUYLQJ XQGHU D WLPH OLPLWDWLRQ
 PHPEHU RI WKH &RDVW *XDUG RU 86 FLWL]HQ HPSOR\HH RI D            <RXU UHVLGHQFH PXVW EH D RQH RU WZRIDPLO\ GZHOOLQJ
 QRQDSSURSULDWHG IXQG LQVWUXPHQWDOLW\ \RX PD\ TXDOLI\ LI        ZKLFK \RX ERWK RZQHG DQG RFFXSLHG DW WKH WLPH RI WKH
 \RXU VHUYLFH DVVLJQPHQW RU \RXU MRE LV HQGHG DV D UHVXOW RI     DQQRXQFHPHQW WUDQVIHU RU WHUPLQDWLRQ RI HPSOR\PHQW ,Q
 WKH FORVXUH RU UHGXFWLRQ                                       JHQHUDO D WUDLOHU RU PRELOH KRPH ZLOO QRW TXDOLI\ XQOHVV
                                                                 GHPRXQWHG DQG SHUPDQHQWO\ DIIL[HG WR ODQG ZKLFK LV RZQHG
    %HQHILWV PD\ DOVR EH DYDLODEOH WR HOLJLEOH SHUVRQQHO RQ      RU KHOG XQGHU D ORQJ  \HDUV OHDVH
 SHUPDQHQW FKDQJH RI VWDWLRQ PRYHV GXULQJ WKH SHULRG RI
 FRQWLQXHG PDUNHW LPSDFW 3D\PHQW PD\ QRW GXSOLFDWH DQ\          7KH /RFDO 5HDO (VWDWH 0DUNHW
 SD\PHQW UHFHLYHG XQGHU DQ\ RWKHU ODZ %HQHILWV XQGHU WKH
 SURJUDP DUH QRW DYDLODEOH WR SHUVRQQHO RI FRQWUDFWRUV              7KH ODZ SHUPLWV EHQHILWV LI \RXU SURSHUW\ KDV GHFUHDVHG
                                                                 LQ YDOXH EHFDXVH RI WKH DQQRXQFHG FORVXUH RU UHGXFWLRQ VR
 6HUYLFH 5HTXLUHPHQWV                                           WKDW LW FDQQRW EH VROG RQ UHDVRQDEOH WHUPV /RFDO PDUNHW
                                                                 FRQGLWLRQV DQG FDXVDO UHODWLRQVKLSV EHWZHHQ D EDVH FORVXUH
    <RX PXVW KDYH VHUYHG DW RU KDYH EHHQ HPSOR\HG DW RU          RU UHGXFWLRQ DFWLRQ DQG UHGXFHG KRPH PDUNHW YDOXHV ZLOO EH
 QHDU WKH LQVWDOODWLRQ ZKHQ WKH FORVXUH RU UHGXFWLRQ ZDV         GHWHUPLQHG E\ WKH *RYHUQPHQW
 DQQRXQFHG 25
                                                                 )LQDOO\ WR TXDOLI\ \RX 0867
    <RX PXVW KDYH WUDQVIHUUHG IURP WKH LQVWDOODWLRQ RU KDG
 \RXU HPSOR\PHQW HQGHG DV D UHVXOW RI UHGXFWLRQLQ IRUFH         5HORFDWH EH\RQG D QRUPDO FRPPXWLQJ GLVWDQFH IURP WKH
 ZLWKLQ WKH VL[ PRQWKV SULRU WR WKH DQQRXQFHPHQW 25             GZHOOLQJ IRU ZKLFK DVVLVWDQFH LV VRXJKW 25

     %H VHUYLQJ RYHUVHDV DV D )HGHUDO HPSOR\HH ZLWK                %H XQHPSOR\HG LQYROXQWDULO\ DQG DEOH WR GHPRQVWUDWH
 H[LVWLQJ UHHPSOR\PHQW ULJKWV DW WKH WLPH RI WKH                 VXFK ILQDQFLDO KDUGVKLS WKDW \RX DUH XQDEOH WR PHHW \RXU
 DQQRXQFHPHQW                                                   PRUWJDJH SD\PHQWV DQG UHODWHG H[SHQVHV




'' )250  ,16758&7,216 6(3                              QS@WDPVTÃ@9DUDPIÃH6`Ã7@ÃVT@9                   Qhtrà ÂsÃ%ÃQhtr†
                                            Contents                     Index

                                                           %(1(),76

    7KHUH DUH WKUHH ZD\V \RX FDQ EH DVVLVWHG 7KH GHFLVLRQ            ,I WKHUH LV D )HGHUDOO\ LQVXUHG RU JXDUDQWHHG PRUWJDJH RQ
 RI ZKLFK PHWKRG \RX XVH LV XS WR \RX                           WKH SURSHUW\ D FDVK SD\PHQW ZLOO QRW EH PDGH XQOHVV D WKH
 127( <RX FDQQRW UHFHLYH EHQHILWV DQG FRQWLQXH WR RZQ           PRUWJDJH GHEW LV SDLG RII EHIRUH RU DW WKH WLPH WKH
 \RXU KRPH                                                      +RPHRZQHUV $VVLVWDQFH 3URJUDP SD\PHQW LV PDGH RU
                                                                 E WKH PRUWJDJH LV DVVXPHG E\ D SXUFKDVHU VDWLVIDFWRU\ WR
    <RX PD\ FKRRVH                                              WKH )HGHUDO DJHQF\ LQVXULQJ WKH PRUWJDJH


     7R WDNH D FDVK SD\PHQW WR FRYHU SDUW RI \RXU ORVVHV      6HOOLQJ WR WKH *RYHUQPHQW
 UHVXOWLQJ IURP D SULYDWH VDOH RI WKH GZHOOLQJ RU
                                                                      ,I \RX VWLOO RZQ \RXU GZHOOLQJ DQG FKRRVH WR VHOO LW WR WKH
     7R VHOO \RXU KRXVH WR WKH *RYHUQPHQW RU                 *RYHUQPHQW DIWHU KDYLQJ PDGH D UHDVRQDEOH HIIRUW WR VHOO WKH
                                                                 SURSHUW\ WKH DPRXQW WR EH SDLG WR \RX FDQQRW EH PRUH WKDQ
     7R EH SDLG ORVVHV LQFXUUHG DV D UHVXOW RI WKH             SHUFHQW RI WKH PDUNHW YDOXH RI WKH SURSHUW\ EHIRUH WKH
 IRUHFORVXUH RI D PRUWJDJH RQ WKH GZHOOLQJ                      DQQRXQFHPHQW OHVV WKH DPRXQW RI RXWVWDQGLQJ PRUWJDJH
                                                                 EDODQFHV ZKLFK WKH *RYHUQPHQW ZLOO SD\ RU DVVXPH ,I WKH
 &DVK 3D\PHQW                                                   RXWVWDQGLQJ PRUWJDJH EDODQFHV DUH JUHDWHU WKDQ  SHUFHQW
                                                                 RI WKH SULRU PDUNHW YDOXH WKH *RYHUQPHQW ZLOO WDNH RYHU
    ,I \RX KDYH VROG \RXU GZHOOLQJ WKH DPRXQW WR EH SDLG WR     \RXU SURSHUW\ DQG SD\ RII RU DVVXPH \RXU PRUWJDJH OLDELOLWLHV
 \RX FDQQRW EH PRUH WKDQ WKH GLIIHUHQFH EHWZHHQ                  EXW ZLOO QRW JLYH \RX DQ\ FDVK SD\PHQW
 D  SHUFHQW RI WKH IDLU PDUNHW YDOXH RI WKH SURSHUW\
 EHIRUH WKH DQQRXQFHPHQW DQG E WKH PDUNHW YDOXH DW WKH        )RUHFORVXUH
 WLPH RI WKH VDOH
                                                                      ,I WKH OHQGHUV KDYH IRUHFORVHG RQ WKH SURSHUW\ \RX PD\
    ([DPSOH $ KRXVH KDG D PDUNHW YDOXH RI                EH UHLPEXUVHG IRU DPRXQWV \RX SDLG RXW DV D UHVXOW RI WKH
 EHIRUH WKH DQQRXQFHPHQW 1LQHW\ILYH SHUFHQW RI WKDW LV         IRUHFORVXUH 7KLV SD\PHQW PD\ LQFOXGH GLUHFW FRVWV RI
   ,I \RX VROG WKH KRXVH IRU  DQG WKDW VXP          IRUHFORVXUH DQG H[SHQVHV DQG OLDELOLWLHV HQIRUFHDEOH XQGHU
 LV DFFHSWHG DV WKH PDUNHW YDOXH DV RI WKH WLPH RI VDOH \RX     WKH WHUPV RI WKH ORDQ DJUHHPHQW IRU WKH KRXVH ,I WKHVH
 ZLOO EH SDLG  WKH GLIIHUHQFH EHWZHHQ WKH YDOXH DW         GHEWV KDYH QRW \HW EHHQ SDLG WKH *RYHUQPHQW PD\ SD\
 WKH WLPH RI VDOH DQG  SHUFHQW RI WKH YDOXH EHIRUH WKH         WKHP RQ \RXU EHKDOI 7KLV UHPHG\ LV VHOGRP XVHG EHFDXVH
 DQQRXQFHPHQW                                                  RI WKH DYDLODELOLW\ RI RWKHU UHPHGLHV




                                                        +2: 72 $33/<


     $WWDFKHG WR WKLV LQVWUXFWLRQ VKHHW LV DQ $SSOLFDWLRQ IRU +RPHRZQHUV $VVLVWDQFH ,I \RX EHOLHYH WKDW \RX TXDOLI\ IRU
 VXFK DVVLVWDQFH UHDG WKH DSSOLFDWLRQ RYHU FDUHIXOO\ DQG DQVZHU FRPSOHWHO\ HDFK SDUW ZKLFK DSSOLHV WR \RX


     3OHDVH W\SH RU SULQW OLPLWLQJ HDFK HQWU\ WR WKH VSDFH SURYLGHG ,I WKHUH LV QRW HQRXJK VSDFH IRU \RXU DQVZHU XVH WKH
   5HPDUNV VHFWLRQ RQ 3DJH  RI WKH IRUP 5HSHDW WKH LWHP QXPEHU DQG JLYH WKH DGGLWLRQDO LQIRUPDWLRQ ,I D GDWH LV
 UHTXLUHG HQWHU \HDU PRQWK DQG GD\ IRU H[DPSOH -XQH   ZRXOG EH 


     <RXU DSSOLFDWLRQ PXVW EH UHYLHZHG E\ D GHSDUWPHQW SHUVRQQHO RIILFH PLOLWDU\ RU FLYLOLDQ IRU YHULILFDWLRQ RI \RXU
 VHUYLFH RU HPSOR\PHQW UHFRUGV DQG PDLOHG WR WKH DSSURSULDWH RIILFH RI WKH 86 $UP\ &RUSV RI (QJLQHHUV ZKLFK
 DGPLQLVWHUV WKH SURJUDP RQ EHKDOI RI WKH 6HFUHWDU\ RI 'HIHQVH


     7KH &RUSV RI (QJLQHHUV 2IILFH ZLOO QRWLI\ \RX ZKHQ \RXU DSSOLFDWLRQ LV UHFHLYHG



'' )250  ,16758&7,216 %$&. 6(3                                                                         QhtrÃ!ÂsÃ%ÃQhtr†
                                                       Contents                               Index

                                                                                                                               REPORT CONTROL SYMBOL
                              APPLICATION FOR HOMEOWNERS ASSISTANCE
                        (Read Privacy Act Statement and Instructions before completing form.)                                      DD-A&T(AR)1154


                                                                  PRIVACY ACT STATEMENT

 AUTHORITY: Public Law 89-754 Section 1013 and Executive Order 9397.
 PRINCIPAL PURPOSE(S): To determine eligibility for and process an applicant’s request for Homeowners Assistance
 ROUTINE USE(S): None
 DISCLOSURE: Voluntary; however, failure to furnish requested information will hinder our verification of your employment and homeowner
 information and may result in delay or denial of benefits provided under this law.

 SECTION I – QUALIFICATION (To be completed by Applicant)
 1. NAME (Last, First, Middle Initial)                                                  2. SOCIAL SECURITY NUMBER             3. GRADE/RANK


 4. PRESENT MAILING ADDRESS
 a. STREET (Include apartment number)                                                   b. CITY                               c. STATE     d. ZIP CODE



 5. HOME TELEPHONE NUMBER (Include area code)                  6. WORK TELEPHONE NUMBER (Include area code)
                                                               a. COMMERCIAL                                                  b. DSN

 7. INSTALLATION OR ACTIVITY ANNOUNCED FOR CLOSURE OR REDUCTION IN SCOPE OF OPERATIONS                                        8. DATE OF CLOSURE OR
                                                                                                                              REDUCTION ANNOUNCE-
                                                                                                                              MENT (YYYMMDD)



 9. EMPLOYMENT OR SERVICE AT INSTALLATION NAMED IN ITEM 7.
 a. UNIT IN WHICH EMPLOYED OR ASSIGNED      b. (X if applicable) c. BRANCH OF SERVICE (X one)
                                                  CSRS                ARMY            MARINE CORPS
                                                  FERS                NAVY            COAST GUARD
                                                  NAFI                AIR FORCE       OTHER (Specify)
 d. STARTING DATE (YYYMMDD)   e. TYPE OF APPOINTMENT             f. ENDING DATE (YYYMMDD)     g. NATURE OF SEPARATION


 10. REASON FOR DESIRING ASSISTANCE (Complete 10.a. if Civilian, 10.b. if Military)
 a. CIVILIAN (X and complete as applicable)
     (1) ACCEPTED FEDERAL TRANSFER
 (a) TO (Name of Installation)              (b) DATE               (c) LOCATION OF INSTALLATION (City and State or County)
                                            (YYYYMMDD)

     (2) ACCEPTED OTHER EMPLOYMENT
 (a) AT (Name of Subsequent Employer)                          (b) DATE               (c) LOCATION OF EMPLOYMENT (City and State or County)
                                                               (YYYYMMDD)


    (3) TRANSFERRED FOR UNACCOMPANIED OVERSEAS TOUR ON (YYYMMDD)

    (4) UNEMPLOYED (Furnish unemployment dates only when application is based on financial hardship due to your              (a) UNEMPLOYED FROM
        inability to be employed in the area of the closed/reduced installation. Attach statement on why employment is not   (YYYYMMDD)
        available or has not been accepted; also state amount and frequency of all income, nature and amount of debts,
        number and amount of installment payments (including mortgage) in arrears, and any other information providing       (b) TO (YYYYMMDD)
        evidence of financial hardship.)

 b. MILITARY (X and complete as applicable)
    (1) TRANSFERRED TO: (a) NAME OF INSTALLATION                                                                             (b) DATE (YYYYMMDD)


    (2) TRANSFERRED FOR OVERSEAS TOUR ON (YYYYMMDD)

    (3) ORDERED INTO ON-POST QUARTERS ON (YYYYMMDD)

    (4) RETIRED OR SEPARATED ON (YYYYMMDD)
DD FORM 1607, SEP 1999                                            PREVIOUS EDITION MAY BE USED                                            Page 3 of 6 Pages
                                                     Contents                                  Index

 SECTION II – PROPERTY FOR WHICH ASSISTANCE IS SOUGHT (To be completed by Applicant)
      Complete this section and attach any other information which would be useful in determining fair market value. If SOLD, provide evidence
 of sale, including sale price. If FORECLOSED or in process of foreclosure, provide a statement of obligations ensuing from foreclosure.
 Documents provided in evidence of purchase, sale, and foreclosure must be legible completed copies. THE DEPARTMENT OF DEFENSE
 WILL NOT BE RESPONSIBLE FOR SAFEKEEPING OR RETURN OF ORIGINAL DOCUMENTS.
 11 ADDRESS OF PROPERTY
 a. STREET                                                 b. CITY                              c. COUNTY                d. STATE           e. ZIP CODE


 12. PERIOD OF OWNERSHIP/OCCUPANCY                         13. IF MORTGAGED, WAS IT (X)                   14. PRESENT STATUS (X one)
 a. FROM (YYYYMMDD)           b. TO (YYYYMMDD)                     FHA – INSURED                                 OWNED BY YOU (Complete item 20)
                                                                   VA – GUARANTEED                               SOLD (Complete Item 21)
                                                                   OTHER                                         FORECLOSED (Complete Item 22)
 15. DATE OF PURCHASE         16. PRICE                    17. DEED IS RECORDED IN
     (YYYYMMDD)
                                                           a. VOLUME                 b. PAGE    c. DEED RECORDS OF


 18. APPROXIMATE DISTANCE                19. LIST MAJOR IMPROVEMENTS MADE BY YOU DURING YOUR OWNERSHIP (Such as adding garage,
     FROM RESIDENCE TO WORK              finishing rooms, adding bathroom, or other improvements. Include cost and approximate date each was
                                         completed.)




 20. IF DWELLING IS OWNED BY YOU: (X and complete as applicable)
       a. YOU STILL OCCUPY          c. PLAN TO SELL ON PRIVATE MARKET                   (1) LEASED THROUGH             (2) AMOUNT PER MONTH
                                                                                        (YYYYMMDD)
       b. VACANT                    d. LEASED (Attach copy of lease)
 21. IF DWELLING WAS SOLD:
 a. SOLD TO                                                                             b. DATE SOLD (or will close)   c. SALE PRICE
                                                                                        (YYYYMMDD)


 d. DEED RECORDED IN
 (1) VOLUME                          (2) PAGE                   (3) DEED RECORDS OF


 22. IF LIENHOLDER FORECLOSED ON PROPERTY:
 a. DATE FORECLOSURE                 b. COMMENCED BY (X)                                                        c. PROCEEDING STILL PENDING (X)
    COMMENCED (YYYYMMDD)
                                                VA                        BANK (Name of Bank)                            YES
                                                FHA                                                                      NO
 d. NAME OF COURT                                            e. LOCATION OF COURT


 f. DATE OF FORECLOSURE SALE             g. AMOUNT OF FORECLOSURE SALE                    h. AMOUNT OF ENFORCEABLE LIABILITIES AGAINST YOU
 (YYYYMMDD)

 23. IF YOU PLAN TO ASK THE GOVERNMENT TO PURCHASE YOUR DWELLING:
 a. MORTGAGES
                                                                                                                                      DATE OF LOAN
        LENDER NAME                 ADDRESS (Street, City, State, ZIP Code)             ORIGINAL AMOUNT CURRENT BALANCE
                                                                                                                                           (YYYYMMDD)
             a.                                     b.                                         c.             d.                                 e.
 1st
 2nd
 3rd
 4th

f. DATE DWELLING WAS          g. TO THE BEST OF YOUR KNOWLEDGE, DOES THE DWELLING CONTAIN ENVIRONMENTAL HAZARDS?
   CONSTRUCTED                  (Such as friable asbestos, lead-based paint, etc.)
  (YYYYMMDD)
                                    YES (Specify)
                                    NO
DD FORM 1607, SEP 1999                                                                                                                     Page 4 of 6 Pages
                                                  Contents                        Index

 24. POINT OF CONTACT TO ALLOW GOVERNMENT CONTRACTORS TO GAIN ACCESS TO YOUR DWELLING
     (For Army Corps of Engineers’ appraiser and inspector for environmental hazards)
 a. NAME (Last, First, Middle Initial)                    b. HOME TELEPHONE (Include area code)   c. WORK TELEPHONE (Include area code)


 d. ADDRESS
 (1) STREET (Include apartment number)                                       (2) CITY             (3) STATE           (4) ZIP CODE



 SECTION III – DECLARATION (To be completed by Applicant)
 CRIMINAL PENALTY FOR PRESENTING FRAUDULANT CLAIM OR MAKING FALSE STATEMENTS

      Fine of not more than $10,000 or imprisonment for not more than 5 years or both. (See 62 Stat. 698, 749; 18 USC 287, 1001).

 CIVIL PENALTY FOR PRESENTING FRAUDULENT CLAIM

    The applicant shall forfeit and pay to the United States the sum of not less than $5,000 and not more than $10,000 plus 3 times the
 amount of damages sustained by the United States (See 31 USC 3739)

 25. I DECLARE UNDER PENALTY OF PERJURY THAT THE INFORMATION PROVIDED BY ME HEREIN AND ATTACHED IS TRUE AND
 COMPLETE TO THE BEST OF MY KNOWLEDGE AND BELIEF.
 a. I APPLY FOR HOMEOWNERS ASSISTANCE IN THE FOLLOWING CATEGORY: (X as applicable)

       (1) FORECLOSURE RELIEF (For applicants whose homes have been foreclosed)

       (2) REIMBURSEMENT FOR LOSS ON PRIVATE SALE (For applicants whose homes have been sold)

       (3) GOVERNMENT ACQUISITION (X (a) or (b)) (For applicants who still own their homes) (Not available in foreign countries)

             (a) SALE OF HOME TO GOVERNMENT FOR THE AMOUNT OF THE OUTSTANDING MORTGAGE(S).

             (b) SALE OF HOME TO GOVERNMENT FOR 75% OF THE FAIR MARKET VALUE PRIOR TO THE ANNOUNCEMENT.

 b. SIGNATURE (To be used in all future correspondence)                   c. DATE SIGNED (YYYYMMDD)



 SECTION IV – VERIFICATION OF EMPLOYMENT OR SERVICE (To be completed by Personnel Officer)
 26. REVIEW OF APPLICANT’S OFFICIAL PERSONNEL FOLDER INDICATES: (X and complete as applicable)

       a. THE EMPLOYMENT/SERVICE INFORMATION SHOWN ON THIS FORM HAS BEEN VERIFIED AND IS CORRECT AS STATED.

       b. THE EMPLOYMENT/SERVICE INFORMATION SHOWN ON THIS FORM IS NOT CORRECT. THE PERSONNEL FOLDER SHOWS THE FOLLOWING:




 27. PERSONNEL OFFICER
 a. NAME (Last, First, Middle Initial)                                 b. TITLE


 c. ADDRESS
 (1) STREET                                                            (2) CITY                         (3) STATE          (4) ZIP CODE


 d. SIGNATURE                                                                                           e. DATE SIGNED (YYYYMMDD)



DD FORM 1607, SEP 1999                                                                                                     Page 5 of 6 Pages
                                                Contents                         Index

 SECTION V – REMARKS (To be completed as necessary. Reference each entry by item number.)




DD FORM 1607, SEP 1999                                                                      Page 6 of 6 Pages
       Contents         Index
                      Encl. (9) to COMDTINST M11101.13D




Housing Requirement Analysis




                  1
                         Contents                Index
Encl. (9) to COMDTINST M11101.13D


     Housing Dependency Planning Percentages
                                          Percentages *
                                   With               Without
       Grade                       Dependent          Dependents

       O6                           98.12                 1.88

       O5                           96.22                 3.78

       O4                           93.01                 6.99

       O3/O3E                       84.15                15.85

       O2/O2E                       49.47                50.53

       O1/O1E                       28.90                71.10

       W1-4                         97.26                 2.74

       E9                           98.04                 1.96

       E8                           94.71                 5.29

       E7                           94.98                 5.02

       E6                           90.49                 9.51

       E5                           83.73                16.27

       E4                           52.53                47.47

       E1-3                         22.28                77.72


* Percentages based on Coast Guard-wide averages as of October 1998.




                                            2
                          Contents                  Index
                                                Encl. (9) to COMDTINST M11101.13D


     Family Housing Requirement Analysis Example
                 (per Art. 4.A.2.d.(2))

1.     Determine Personnel Allowance List (PAL)              5 E-7s,          12 E-6s,
       Numbers                                              20 E-5s,          50 E-4's

2.     Multiply PAL Numbers by Percentages                   5   X   94.98%   = 4.75
                                                            12   X   90.49%   = 10.86
                                                            20   X   83.73%   = 16.75
                                                            50   X   52.54%   = 26.27

3.     Determine Gross Housing Requirements by                                    58.63
       Adding the Products of Step 2

4.     Multiply by Planning Factor (90% normally used)      58.63 X 90%       =     53

5.     Determine Gross Bedroom Mix Requirement              53 X 15% = 8 4-bdrms
       (usually 15%/30%/55% per ART 4.C.5.b.(2)(c))         53 X 30% = 16 3-bdrms
                                                            53 X 55% = 29 2-bdrms

6.     Subtract Existing Adequate Owned and Leased           8 4s - 2 4s      = 6 4s
       Public Quarters by Bedroom                           16 3s - 6 3s      = 10 3s
                                                            29 2s - 12 2s     = 17 2s

7.     Subtract Public Quarters Approved or Under            6 4s - 2 4s      = 4 4s
       Construction by Bedroom                              10 3s - 0 3s      = 10 3s
                                                            17 2s - 4 2s      = 13 2s

8.     Subtract Existing Adequate Private Rental             4 4s - 2 4s      = 2 4s
       Housing, if Available Year-Round, by Bedroom         10 3s - 4 3s      = 6 3s
                                                            13 2s - 5 2s      = 8 2s

9.     Subtract Existing Adequate Private Sales Housing,     2 4s - 0 4s      = 2 4s
       if Occupied by Military Personnel and Purchased       6 3s - 1 3s      = 5 3s
       in lieu of Renting Private Housing, or Occupying      8 2s - 2 2s      = 6 2s
       Public Quarters, by Bedroom

                                                            RESULT
                                                            Plan for 13 units
                                                            (2 4s, 5 3s, 6 2s




                                           3
                           Contents            Index
Encl. (9) to COMDTINST M11101.13D


Family Housing Requirement Analysis Worksheet
Step         Process
                                Column 3         Column 4           Column 5

                               EXISTING        DEPENDENCY
                                  OR             PLANNING          GROSS
                               APPROVED        PERCENTAGES      REQUIREMENT

                                       # X         %            =     ANS
1      Determine PAL       O6       _____        98.12              ______
       Numbers (Fill in    O5       _____        96.22              ______
       Column 3)           O4       _____        93.01              ______
                           O3/O3E   _____        84.15              ______
                           O2/O2E   _____        49.47              ______
2      Multiply PAL        O1/O1E   _____        28.90              ______
       Numbers by          W1-4     _____        97.26              ______
       Dependency Planning E9       _____        98.04              ______
       Percentages (Column E8       _____        94.71              ______
       3 X Column 4 =      E7       _____        94.98              ______
       Column 5)           E6       _____        90.49              ______
                           E5       _____        83.73              ______
                           E4       _____        52.53              ______
3      Determine Gross     E1-3     _____        22.28              ______
       Requirement
       (Total Column 5)    TOTAL (Gross Requirement) =              ______


4      Multiply by Planning           ______ X    ______%       =   ______
       Factor (usually 90%;
       Total from
       Column 5 X %)


5      Determine Gross     ______          X   ______%      =   ______ 4 bdrms
       Bedroom Mix (Result
       of Step 4 Times     ______          X   ______%      =   ______ 3 bdrms
       Planning Factors,
       usually 15/30/45%)  ______          X   ______%      =   ______ 2 bdrms


(continued on next page)




                                       4
                           Contents               Index
                                                Encl. (9) to COMDTINST M11101.13D


Family Housing Requirement Analysis Worksheet
                 (continued)
Step          Process

6      Subtract Existing      ______        -     ______%    =    ______ 4 bdrms
       Adequate Owned and
       Leased Public          ______        -     ______%    =    ______ 3 bdrms
       Quarters from Result
       of Step 5              ______        -     ______%    =    ______ 2 bdrms


7      Subtract Public        ______        -     ______%    =    ______ 4 bdrms
       Quarters Approved
       or Under               ______        -     ______%    =    ______ 3 bdrms
       Contruction from
       Result of Step 6       ______        -     ______%    =    ______ 2 bdrms


8      Subtract Existing      ______        -     ______%    =    ______ 4 bdrms
       Adequate Private
       Rental Housing         ______        -     ______%    =    ______ 3 bdrms
       from Result of
       Step 7                 ______        -     ______%    =    ______ 2 bdrms


9      Subtract Existing      ______        -     ______%    =    ______ 4 bdrms
       Adequate Private
       Sales Housing          ______        -     ______%    =    ______ 3 bdrms
       from Result of
       Step 8                 ______        -     ______%    =    ______ 2 bdrms


RESULT: Need ______ Total Units
              ______ 4 bdrms, ______ 3 bdrms, ______ 2 bdrms




                                        5
                           Contents                Index
Encl. (9) to COMDTINST M11101.13D


            UPH Requirement Analysis Example
                     (per SEC 9.D)
Normal UPH construction requirements are based on justified transient need
(watchstander and student modules), including an OOD module, if required, and a
male/female separation module. Permanent party modules are normally not authorized
unless community-based housing is deemed unavailable, inadequate, or exorbitantly
expensive. See ARTs 9.A.3 and 9.C.8.a.

                              Pay               Without      UPH          Module
           Position          Grade    PAL       Depn %       Need          Need

Watchstanders (including
 Reserves and break-ins)                                       3              2

OOD                                                            1             1

Male/Female Separation                                         1              1

Students                                                       0             0

Permanent Party                                                0             0

Totals:                                                        5             4




                                            6
                            Contents                Index
                                                  Encl. (9) to COMDTINST M11101.13D


          UPH Requirement Analysis Worksheet
Step         Process
                                 Column 3             Column 4              Column 5
       Omit Steps 1-3 if
       Permanent Party          EXISTING           DEPENDENCY
       Modules are not             OR                PLANNING               GROSS
       Authorized               APPROVED           PERCENTAGES           REQUIREMENT

                                          # X           %            =         ANS
1      Determine PAL       O6          _____           1.88              ______
       Numbers (Fill in    O5          _____           3.78              ______
       Column 3).          O4          _____           6.99              ______
                           O3/O3E      _____          15.85              ______
                           O2/O2E      _____          50.53              ______
2      Multiply PAL        O1/O1E      _____          71.10              ______
       Numbers by          W1-4        _____           2.74              ______
       Dependency Planning E9          _____           1.96              ______
       Percentages (Column E8          _____           5.29              ______
       3 X Column 4 =      E7          _____           5.02              ______
       Column 5)           E6          _____           9.51                  ______
                           E5          _____          16.27                  ______
                           E4          _____          47.47                  ______
3      Determine Gross     E1-3        _____          77.72                      ______
       Requirement
       (Total Column 5)    Total 2-person module requirement                     ______
                           Total 1-person module requirement                 ______
                           Total 1-person suite requirement              ______


4      Determine 2-Person     Enlisted
       Modules                  Watchstanders      ______ / 2    =       ______
                              Enlisted Students    ______ / 2    =       ______
                              Male/Female
                                Separation            1     /1   =       ___1__

                                    Total          ______                ______ Modules


(continued on next page)




                                            7
                             Contents                 Index
Encl. (9) to COMDTINST M11101.13D


          UPH Requirement Analysis Worksheet
                     (continued)
Step          Process


5      Determine 1-Person         E4 - E6 personnel
       Modules                      from Step 3       ______       =   ______
                                  OOD                 ___1__       =   ___1__
                                  Officer
                                    Watchstanders     ______       =   ______
                                  Officer Students    ______       =   ______

                                        Total         ______           ______ Modules


6      Determine Suite            Total E7 and
       Modules                      above from
                                    Step 3            ______ X 2   =   ______ Modules


7      Add Totals from                 Step 4         ______           ______
       Steps 4, 5, and 6               Step 5         ______           ______
                                       Step 6         ______           ______


RESULT:
                        Totals:      Personnel        ______           ______ Modules




                                                8
                                  Contents                    Index

                                                        SECTION 33 -- ESTIMATES RELATED TO SPECIFIC
                                                             TYPES OF PROGRAMS AND EXPENDITURES



SECTION 33 -- ESTIMATES RELATED TO SPECIFIC TYPES OF PROGRAMS AND
EXPENDITURES

                                            Table of Contents

               Acquisition of Real Property, Construction, and Leases of Capital Assets
    33.1    Construction and design of Federal facilities
    33.2    Construction in flood plains
    33.3    Construction of federally-owned housing
    33.4    Leases of capital assets
    33.5    Real property

                                       Medical and Hospital Care
    33.6    Hospital care
    33.7    Inpatient care facilities and medical care services

                                       Motor Vehicles and Aircraft
    33.8    Aircraft
    33.9    Motor vehicles

                    Estimates Relating to Other Types of Programs and Expenditures
    33.10   Advisory committees and interagency groups
    33.11   Benefit payments
    33.12   Coastal Barrier Resources Act
    33.13   Contractor claims
    33.14   Credit programs
    33.15   Foreign currencies
    33.16   Mail
    33.17   National security crosscut
    33.18   Records storage
    33.19   Remedial environmental projects
    33.20   Space and related requirements
    33.21   Systems acquisitions
    33.22   Taxes and tax expenditures
    33.23   Tort claims
    33.24   Travel
    33.25   Water and sewer payments to the District of Columbia

                                          Summary of Changes

    Requires agencies to ensure that electronic and information technology acquisitions meet the
    requirements of the Rehabilitation Act of 1973 with respect to accessibility for individuals with
    disabilities (section 33.21).




OMB Circular No. A-11 (2000)                                                                            81
                                   Contents                    Index

SECTION 33 -- ESTIMATES RELATED TO SPECIFIC
TYPES OF PROGRAMS AND EXPENDITURES



33.1 Construction and design of Federal facilities.

(a) Pollution control standards compliance.

Prepare your estimates in accordance with Executive Order 12088, which requires compliance with
pollution control standards.

(b) Safe workplaces.

In your estimates for the design and construction of Federal facilities, capital investment, and the
purchase of equipment, include the amounts required to ensure that existing facilities provide safe and
healthful workplaces for Federal employees consistent with the standards promulgated under section 19
of the Occupational Safety and Health Act of 1970, the provisions of Executive Order No. 12196, and the
related Safety and Health Provisions for Federal Employees of the Secretary of Labor (29 CFR, Chapter
XVII, Part 1960).

(c) Structural barriers in Federal buildings.

Prepare your estimates for the construction and renovation of Federal facilities consistent with
requirements of the Architectural Barriers Act of 1968 to eliminate structural barriers impeding the
mobility of individuals with disabilities.

(d) Scientific laboratory facilities.

If your submission proposes additional or replacement scientific laboratory facilities, you must include
evidence that your agency has reviewed the GSA inventory of Federal laboratories and indicate the
reasons you want to acquire new space instead of using existing laboratories that have sufficient space
available, according to the GSA inventory.

33.2 Construction in flood plains.

Under Executive Order Nos. 11988 and 11990, you must develop estimates for the construction of
buildings, structures, roads, or other facilities -- whether financed directly by Federal funds or through
grant, loan, or mortgage insurance programs -- that are based on land utilization plans that preclude the
uneconomic, hazardous, or unnecessary use of flood plains or wetlands. Indicate whether the proposed
activities will be located in a flood plain or wetland and, if so, whether the activities are in accordance
with the Executive Orders.

33.3 Construction of federally-owned housing.

(a) General.

Make sure that your estimates for construction of family housing for civilian and military personnel
(either rental housing or public quarters) are consistent with the guidelines provided below. These
guidelines apply to construction of family housing (including conversions of structures for dwelling
purposes), both within the continental United States and overseas, except for construction of military
barracks. (OMB Circular No. A-45, “Policy Governing Charges for Rental Quarters and Related

82                                                                               OMB Circular No. A-11 (2000)
                                  Contents                    Index

                                                        SECTION 33 -- ESTIMATES RELATED TO SPECIFIC
                                                             TYPES OF PROGRAMS AND EXPENDITURES



Facilities,” provides additional guidance on standards applicable to construction of federally-owned
housing.)

Do not include estimated funding for construction of housing for civilian employees, except where
necessary to maintain continuity and efficiency of service. You should not include funding estimates for
construction of family housing for civilian or military personnel if private capital can be found to do the
financing. Unless OMB determines otherwise, you must justify your estimates for construction of
housing under one or more of the following conditions:

    `   The construction is for public quarters (that is, where the law authorizes the provision of housing
        without charge, such as for military public quarters).

    `   The construction is necessary to meet requirements for service or protection.

    `   There is a lack of available housing.

Where seasonal demands of the agency's program or remoteness of the station would make housing and
transportation costs together unreasonably high, and where such conditions jeopardize the agency's
ability to maintain a qualified staff, you may submit a request for an exception to these guidelines.

(b) Requirements of service or protection.

You may justify construction of housing when the agency head determines that necessary service cannot
be rendered, or United States property cannot be adequately protected, unless certain employees are
required to live in government quarters at the station. In such cases, you must demonstrate that
requirements for service or protection cannot be met if personnel are permitted to live away from the
station.

(c) Lack of available housing.

You may justify construction of housing at remote stations, at foreign service posts, or under other
circumstances when the agency head determines that necessary service cannot otherwise be rendered.
You must base this determination on a supportable finding that the available supply -- present and
prospective -- of government and private housing within reasonable commuting distance will not meet
the necessary housing requirements. In determining the adequacy of the available supply, consider any
additional private housing that can reasonably be expected to be constructed or otherwise become
available.

    (1) Available housing usually includes both housing for sale and for rent, except where rotation of
    personnel between stations occurs at intervals of approximately three years. In those cases, only
    rental housing should be considered available.

    (2) Reasonable commuting distance is, as a general rule, a distance requiring travel time of not more
    than two hours per round trip by automobile or public transportation, or resulting in expenses per
    person of not more than $5.00 per round trip by public transportation (except in metropolitan areas).
    You may make exceptions to this rule under the following conditions:



OMB Circular No. A-11 (2000)                                                                              83
                                  Contents                    Index

SECTION 33 -- ESTIMATES RELATED TO SPECIFIC
TYPES OF PROGRAMS AND EXPENDITURES



        •   For military necessity.
        •   For requirements of service or protection.
        •   If the time and cost involved in commuting would create a hardship on employees.
        •   If local commuting habits differ materially.
        •   If public transportation is not readily available.

     (3) Insufficiency or inadequacy of the housing supply can be demonstrated by showing that one or
     more of the following conditions exist and are likely to be of extended duration:

        •   Housing cannot be located through realtors or advertisement.

        •   Available housing is substandard by reasons of design, construction, or location.

        •   Because of size, it is considerably more costly than employees can afford.

        •   Employees subject to rotation cannot obtain leases permitting them to vacate on thirty days
            notice, at prevailing rental rates.

33.4 Leases of capital assets.

You must justify that leases of capital assets are preferable to direct government purchase and ownership
in accordance with the policies contained in OMB Circular No. A-94.

Lease-purchases and capital leases will be scored consistent with the scorekeeping rules developed under
the Budget Enforcement Act of 1990, as revised pursuant to the Balanced Budget Act of 1997 (see
Appendix A). For all lease-purchases and leases of capital assets, you must have sufficient budgetary
resources up-front to cover the present value of the lease payments discounted using Treasury interest
rates.

For lease-purchases in which the government assumes substantial risk, report outlays over the period
during which the contractor constructs, manufactures, or purchases the asset. For capital leases or
lease-purchases in which the private sector retains substantial risk, report outlays over the lease period,
equal to the annual payments under the lease. The explicit or implicit obligation of the Federal
Government to make payments is the most important financial characteristic OMB will review to
determine the level of risk involved. OMB will also consider other characteristics in evaluating the level
of private sector risk in a project.

You will find detailed instructions on scoring lease-purchases and leases of capital assets in Appendix B.

33.5 Real property.

If you plan to acquire real property, you must include estimates for these acquisitions in your budget
submission. The estimates should be consistent with the policies set forth by the Administrator of GSA,
as provided by Executive Order No. 12512. Estimates for acquisition of real property under contract
must be consistent with obligations reported in object class 32.




84                                                                              OMB Circular No. A-11 (2000)
                                   Contents                    Index

                                                         SECTION 33 -- ESTIMATES RELATED TO SPECIFIC
                                                              TYPES OF PROGRAMS AND EXPENDITURES



33.6 Hospital care.

When you develop estimates for hospital costs, use data based on the use of resources allocated by
diagnosis-related groups. Compare these data with payment rates of other payers using similar groupings.

Clearly indicate whether or not capital and depreciation costs are contained. Your estimates should be
accompanied by a description of the cost allocation method underlying the data.

Identify the amount of reimbursement collected from third parties as well as other Federal agencies when
you provide hospital care on a reimbursable basis. Base your estimates of reimbursements and other
income from charges for such care on such per diem rates as may be established by the agencies
specifically authorized to establish such rates for the particular class of patient and type of care involved,
unless different rates or charges are established by or pursuant to a specific requirement of law.

33.7 Inpatient care facilities and medical care services.

In your estimates for capital improvement of Federal inpatient care facilities and plans for provision of
major new care services, reflect review by State and appropriate area-wide agencies in accordance with
Executive Order No. 12372.

33.8 Aircraft.

Reflect the policies on agency aircraft programs and the results of periodic reviews of these programs in
accordance with OMB Circulars No. A-126 and A-76 (see sections 31.4 and 31.8).

33.9 Motor vehicles.

(a) Alternative-fueled vehicles.

Your estimates must reflect the Administration's commitment to comply with the requirements of
sections 303 and 304 of the Energy Policy Act of 1992 (EP Act), which mandates that, subject to some
conditions and exemptions, 75 percent of vehicles acquired by Federal agencies in FY 1999 and
subsequent years should be alternative-fueled vehicles (AFVs). As specified in Executive Order No.
13031 and OMB Memorandum M-97-04, incorporate plans for acquiring AFVs in your vehicle ordering
plans for the current, budget, and future years. You must report annually on compliance with sections
303 and 304 of the EP Act (see section 55).

(b) Other requirements.

Base your estimates for sedans and station wagons on the requirements of GSA's Federal Property
Management Regulations and Federal Standard No. 122. Do not exceed price limitations in effect for the
current year plus the estimated cost of additional systems and equipment justified to GSA, unless
otherwise provided by law. Make provisions for replacement of motor vehicles and related equipment in
accordance with GSA replacement standards and with presidential memoranda, dated February 10, 1993.




OMB Circular No. A-11 (2000)                                                                               85
                                  Contents                    Index

SECTION 33 -- ESTIMATES RELATED TO SPECIFIC
TYPES OF PROGRAMS AND EXPENDITURES



33.10 Advisory committees and interagency groups.

Your estimates should reflect the results of the committee reviews required by Executive Order No.
12838, dated February 10, 1993, which requires agencies to reduce the number and cost of non-statutory
advisory committees. The reduction required by the Executive Order and the agency advisory committee
ceilings established by OMB Circular No. A-135 remain in effect. You should consider the continued
reduced number and cost of advisory committees in your budget planning. Separately identify the costs
of advisory committees established by statute that you are proposing for termination.

You are prohibited from financing interagency groups (including boards, councils, committees, and
similar groups) by contributions from member agencies' appropriations by a government-wide general
provision unless such financing is specifically authorized by statute. Therefore, you must propose
financing for such groups in the budget in one of the following forms:

     `   Appropriations specifically for the interagency group.
     `   Specific language authorizing interagency funding.

Consider the expenses of advisory committees in your estimates using the policies and provisions
contained in GSA's Interim Rule on Federal Advisory Committee Management (Federal Register, Vol.
48, No. 83, April 28, 1983, p. 19326) and any related instructions.

33.11 Benefit payments.

(a) Unemployment insurance benefits.

Calculate unemployment insurance benefits estimates consistent with the aggregate unemployment rate
assumptions supplied by OMB.

(b) Medicare and Medicaid.

Base Medicare and Medicaid estimates on the Department of Health and Human Services forecasts and
the latest actual information available. Assumptions on medical care prices related to the consumer price
index, utilization rates, number of beneficiaries, and other factors affecting the estimates will be
developed jointly by the agency and OMB.

(c) Other benefit payments.

Calculate other benefit payment program estimates (including old-age, survivors, and disability
insurance; railroad retirement; civilian and uniformed services retirement; supplemental security income;
and veterans' compensation, pensions, and readjustment benefits) by multiplying the expected number of
beneficiaries in each future year by average benefit payments per beneficiary for each future year.
Determine the average benefit payments by identifying changes in the earnings base, as applicable, on
which the benefit is computed, unless existing law or Administration-supported legislation provides
otherwise. When existing or proposed legislation provides for automatic cost-of-living adjustments,
multiply the result by a cost-of-living or other adjustment factor to be supplied by OMB.




86                                                                            OMB Circular No. A-11 (2000)
                                  Contents                    Index

                                                        SECTION 33 -- ESTIMATES RELATED TO SPECIFIC
                                                             TYPES OF PROGRAMS AND EXPENDITURES



33.12 Coastal Barrier Resources Act.

Do not include any new Federal expenditures or financial assistance prohibited by the Coastal Barrier
Resources Act (Public Law 97-348).

33.13 Contractor claims.

Include amounts for reimbursement of the Claims and judgment fund for the full amount paid from the
fund on behalf of an agency for contractor claims during the past year under the Competition in
Contracting Act.

33.14 Credit programs.

Prepare estimates for all direct and guaranteed lending programs in accordance with OMB requirements
(see section 85, OMB Circular No. A-129 “Managing Federal Credit Programs,” and the OMB credit
subsidy model and user's guide).

As specified in OMB Circular No. A-129, the Federal Financing Bank (FFB) generally finances
guarantees of timely payment of 100 percent of loan principal and interest against all risk. Such loan
guarantees create the equivalent of Federal direct loans that are financed by borrowing from the Treasury
under the authority of the Federal Credit Reform Act of 1990 (FCRA). The budget treats these
guarantees as direct loans. Therefore, if you propose legislation to create a new, or renew an existing,
credit program that does not require substantial risk sharing, provide for direct loans rather than loan
guarantees.

33.15 Foreign currencies.

Where applicable, refer to Department of Treasury and Department of State guidelines on the use of
foreign currencies. Detailed instructions are set forth in the Treasury Financial Manual (chapters 3200
and 9000) and the Foreign Affairs Manual (Volume 4, Chapter 360). In addition, OMB periodically
issues guidance on excess and near excess foreign currencies. You should consult with the Department
of Treasury, International Trade Office, the Department of State's Office of Financial Operations,
Banking and Foreign Currency staff, or your OMB representative on questions not addressed by these
instructions.

33.16 Mail.

In your estimates for official use of the United States mail, package delivery, and/or private carrier
service, include a sufficient amount to pay postage due, in accordance with the Postal Service
regulations, vendor requirements, and GSA government-wide mail management instructions in effect at
the time estimates are prepared. Take into consideration changes in program requirements. Assume
maximum use of available postage discounts.

33.17 National security crosscut.

OMB requires information about programs to counter unconventional threats such as combating
terrorism, weapons of mass destruction preparedness, critical infrastructure protection, and continuity of


OMB Circular No. A-11 (2000)                                                                            87
                                  Contents                    Index

SECTION 33 -- ESTIMATES RELATED TO SPECIFIC
TYPES OF PROGRAMS AND EXPENDITURES



operations to conduct an interagency review process that coordinates government-wide funding and
implementation of these programs. Detailed instructions about this requirement and the associated
electronic reporting format have been issued and are available from your OMB representative. This
information is not collected in MAX. Data on enacted funding levels are due in July; on requested levels
in October; and on final levels included in the Budget in January.

33.18 Records storage.

You must budget for the costs of storing and servicing your temporary and inactive records. You will
reimburse the National Archives and Records Administration for these costs through
individually-executed interagency memoranda of agreements. Agencies should avoid retention of
duplicate and inappropriate Federal records.

33.19 Remedial environmental projects.

Prepare estimates of the cost of the design, construction, management, operation, and maintenance of
remedial environmental projects at Federal facilities consistent with policies set forth in Executive Order
12088.

33.20 Space and related requirements.

Include payments required for space, structures and facilities, land, and building services provided by
GSA and by others. In addition, provide supporting materials indicating the total amounts for these
charges to be paid to GSA and the basis for distributing these amounts by appropriation to OMB if
agency rental payments exceed $5 million in PY, CY or BY (see section 54). Where you are
experiencing employment reductions, plan corresponding reductions in space requirements and
associated costs.

33.21 Systems acquisitions.

You should develop your estimates for acquisition of major systems, including information technology
systems, consistent with guidance in the Capital Programming Guide, the requirements of Title V of the
Federal Acquisition Streamlining Act of 1994 (FASA), and the Clinger Cohen Act of 1996 (ITMRA).
Reflect the Administration's commitment to thorough capital planning to define requirements and
establish realistic cost, schedule, and performance goals for new acquisitions. Where appropriate, and in
accordance with Federal Acquisition Regulations, make your estimates for major information systems
projects as narrow in scope and as brief in duration as practical in order to reduce risk, promote
flexibility and interoperability, increase accountability, and better match mission need with current
technology and market conditions. See Part 3 for reporting requirements related to FASA and the
Clinger Cohen Act.

You should ensure electronic and information technology acquisitions meet the requirements of section
508 of the Rehabilitation Act of 1973, as amended and upon becoming effective to allow individuals with
disabilities comparable access to and use of data as allowed individuals without disabilities, unless
providing such accessibility would impose an undue burden on your agency.




88                                                                              OMB Circular No. A-11 (2000)
                                   Contents                     Index

                                                          SECTION 33 -- ESTIMATES RELATED TO SPECIFIC
                                                               TYPES OF PROGRAMS AND EXPENDITURES



33.22 Taxes and tax expenditures.

Reflect full and explicit consideration of the resources made available by the Federal Government
through tax expenditures and other tax incentives. Tax expenditures means revenue losses attributable
to provisions of the Federal tax laws that allow a special exclusion, exemption, or deduction from gross
income or that provide a special credit, a preferential rate of tax, or a deferral of tax liability (2 U.S.C.
622). Tax expenditures include subsidies provided through the income tax system.

You must consult with the Office of Tax Analysis, Department of Treasury on all proposals for new or
modified taxes or tax expenditures (see section 34.4). After consulting with the Office of Tax Analysis
submit a justification of the proposal to OMB. The justification should include the views of the Office of
Tax Analysis and address the following items:

    `   The nature and extent of the problem addressed by the proposal.
    `   The reason a subsidy is needed.
    `   The non-tax alternatives.
    `   The reason a tax change is preferable to the non-tax alternatives.

In addition, you should be prepared to submit justifications for continuing or reenacting existing taxes
and tax expenditures in the program areas for which you have primary responsibility. Such justifications
will contain the information described above.

In general, tax expenditures are subject to the same degree of performance evaluation as spending and
regulatory programs. Tax expenditures often complement or substitute for agencies' spending or
regulatory programs, and the resources and incentives provided through tax expenditures can be
substantial. Work with the Office of Tax Analysis, which has lead responsibility for tax policy and
analysis of tax expenditures, to develop data and methods to evaluate the effects of tax expenditures that
affect (or are directed at the same goals as) your programs. You should be prepared to furnish, upon
request, problem analyses, estimates of economic effects, and other materials that will provide explicit
quantitative information on the relationship of existing or proposed tax expenditures to proposed budget
expenditures. See Part 2 for guidance on inclusion of tax expenditure data in annual performance plans.

33.23 Tort claims.

Do not include amounts for payment of tort claims in your estimates, except where a substantial volume
of claims is presented regularly.

33.24 Travel.

Make every effort to minimize official travel. Use established sources for official travel, such as the
General Services Administration's Travel Management Centers, negotiated hotel rates, city-pair airline
contracts, etc. Reflect the allowances authorized under the Federal Travel Regulations issued by GSA or
comparable regulations issued by the Department of Defense for travel of military personnel and by the
Department of State for foreign service personnel. Take into account changes in prices for travel by
commercial modes.




OMB Circular No. A-11 (2000)                                                                                89
                                Contents                   Index

SECTION 33 -- ESTIMATES RELATED TO SPECIFIC
TYPES OF PROGRAMS AND EXPENDITURES



33.25 Water and sewer payments to the District of Columbia.

Include amounts for payment to the government of the District of Columbia for water and sewer services.




90                                                                          OMB Circular No. A-11 (2000)
                               Contents                  Index
                                                        Encl. (11) to COMDTINST M11101.13D


Outline for Generic Scope of Services
  Housing Market Study Elements
1.   Purpose. To provide data, expert opinions, and study recommendations on various options
     for meeting the housing needs for Coast Guard accompanied and unaccompanied
     personnel.


2.   Overview. Presents level of CG operations; expansion plans, if any; housing policy; and
     statement of problem.


3.   Specific Objectives. Lists the products of the study. For example: "...a final report shall
     be prepared including factual information and professional opinions and recommendations
     regarding the various options available...A copy of recent relevant economic, social, and
     housing studies developed by public agencies and other private studies should be included
     with the report...The original and 3 bound copies of the report and all appendices will be
     delivered to the Project Officer no later than..." etc.


4.   Study Area Definition. Identify housing market study area using commuting standard in
     Section 1.B.4.b., CG Housing Manual. Include maps and other data indicating area
     environment, services, utilities, etc.; area profile; housing cost data; housing survey data,
     etc. All data must be current and dated.


5.   Existing Housing Market. Study must define and quantify existing housing market
     demand so as to determine near-future housing demand. See paragraph 7 below.

6.   Socioeconomic Analysis. Describe existing socioeconomic conditions in brief; assess
     study area economic prospects/problems.




                                                1
                               Contents                  Index
Encl. (11) to COMDTINST M11101.13D


7.   Rental Housing Analysis. Describe/quantify existing rental housing market, including:
     a.    Vacancy rate: quantify/characterize vacant units.

     b.    Rental prices: quantify/compare.

     c.    Rental units: quantify/compare.

     d.    Housing problems: identify/quantify.

     e.    Housing adequacy: identify.

     f.    Housing market trends: define/assess.

     g.    Seasonal/other influences: identify/assess.

     h.    Development factors: define/quantify.

           1)    Recent/planned housing construction activity.
           2)    Other development factors: land/lot availability, access, financing,
                 environment, developers, etc.

     i.    Housing support potential (local housing market's ability to support CG billets
           assigned): define/quantify.
     j.    Utility costs: identify/quantify.

     k.    Commuting costs: quantify.

     l.    Rental/growth restrictions: identify.


8.   Housing Market Forecast. Predict near-term (up to 5 years) housing market conditions,
     addressing: vacancy rate; housing trends; housing development factors; number of housing
     units, etc. Describe homeowners market and expectation for members' homes to sell
     within reasonable time without financial loss. Discuss trends per Scope direction; e.g., if a
     motel developer needed a near-future motel development forecast, it would be necessary to
     know how many motel rooms will be available by CY-XX in a given market area.

9.   Housing Options. Identify housing options available to the CG to ensure availability of
     adequate housing within reasonable commuting time of CG duty stations. Basic options
     include: private rental and private ownership, DoD housing if available, CG lease, CG
     purchase or construction, combinations of the above, and other options which are available.




                                                   2
                               Contents                  Index
                                                         Encl. (11) to COMDTINST M11101.13D


10.   Expert Opinion. Recommendation of the best method for the Coast Guard to meet its
      housing needs. The recommendation must be based not only on the quantity of housing
      presumed to be available, but upon its adequacy and cost. Contractors must be aware of
      CG housing options and should cast their recommendations in those terms, without being
      led in any way.


11.   Sources. List and date all data sources.


12.   Background Enclosures:
      a.    Billets by pay grade assigned to the area

      b.    Housing Requirement Analysis using CG Planning Factors

      c.    Standards for Family Housing

      d.    Standards for Unaccompanied Personnel Housing
      e.    Table displaying pay grade and local Total Housing Allowances
      f.          f.    Local Government or private housing reports
      g.    Any past or related housing market studies

13.   Management and Scheduling Information:
      a.    Format, Standards, and Confidentiality

      b.    Proposal and Resume
      c.    Award (conditions of contract award, including performance time and other
            requirements)




                                                 3
Contents   Index
                   Contents               Index
                                      Encl. (12) to COMDTINST M11101.13D


  AC&I SHORE CONSTRUCTION STRATEGIC CALENDAR


  DESIRED FY           FY02 PROGRAM               FY03 PROGRAM
 PP APPROVAL
                              01 Oct 98                01 Oct 99
     FY – 3
PPR(A) SUBMITTED
                              01 Oct 99                01 Oct 00
       FY - 2

PPR(A) APPROVAL               01 Dec 99                01 Dec 00

FORECAST STAGE
                              01 Feb 00                01 Feb 01
   BUDGET
PPR(B) SUBMITTED
                              01 Dec 00                01 Dec 01
       FY - 1

PPR(B) APPROVAL               01 Jan 01                01 Jan 02

CONGRESSIONAL
                              01 Feb 01                01 Feb 02
 STAGE BUDGET
OP STAGE BUDGET
                              01 Oct 01                01 Oct 02
       FY
 CONSTRUCTION
                              01 Apr 02                01 Apr 03
    AWARD
Contents   Index
                           Contents                  Index
                                                Encl. (13) to COMDTINST M11101.13D

                                       DRAFT
PROBLEM STATEMENT (PS)

A. Purpose. The Problem Statement (PS) identifies operational or support problems that
   impact assets (such as aircraft, cutters, boats, shore facilities, etc.) which requires
   Coast Guard resources to fix. A PS shall not include the following:
     • Reprogramming of billets.
     • Acquisition of Coast Guard platform, such as vessels, aircraft, etc.
     • Facility maintenance utilizing AFC 30 and AFC 43 funds.
   The PS is also used to update a previously submitted problem statement.

B. Background. Historically, AC&I Data Sheets were used as an initial “marker” for
   the AC&I shore facilities backlog with little detail or cost basis. Since that time, the
   objective of the PS has been revised to provide the following:
     • Emphasis on problem identification as opposed to predetermined solutions.
     • Improved problem identification expanded to identify operational or support
         problems that may impact Coast Guard assets.
     • Improve the quality of the Shore Facilities Requirement List.
     • Better communication between field and Headquarters program managers.
     • Commandant (G-CPP) approvals indicating that a legitimate problem exists and
         has sufficient merit to devote future resources for further planning.

C. Sources. A PS may be generated from a number of sources. They are driven by new
   or changed mission, shore plant deterioration, catastrophic failures, and
   environmental requirements. Sources include but are not limited to the following:
     • Regional Strategic Assessments
     • Facility Inventories and Condition Assessments
     • Master Plan Project Lists
     • Biennial Inspections
     • Environmental Compliance Inspections
     • Engineering Evaluations
     • Divestiture Actions

D. Content. The PS is an important means of communication between the field, district,
   area and headquarters. It should reflect coordination between all parties to identify
   operational or support problems. The format is flexible to allow adequate discussion
   of the problem. For brevity, bullet presentation is preferred, with a target of 2 - 3
   total pages. Pages 3 and 4 shows the suggested PS format and includes all of the
   following required content areas:
   1. Tracking Number. Assigned by Submitter in the following format:
                      ATU-FY Generated-Seq Number
   2. Benefiting Unit(s). Name and OPFAC number for the benefiting unit(s) (i.e.
       tenant command) which is the “customer” for whom the problem has been
       identified.
   3. Host Unit. Name and OPFAC number of the host command of the property.



                                            1
                           Contents                 Index
Encl. (13) to COMDTINST M11101.13D

                                      DRAFT

   4. Operational/Support Premise: Current unit operations and support functions.
   5. Problem Statement. Current state and impact of problem.
   6. Participants. Lists names and telephone numbers of key individuals who
       provided assistance or background material in preparing the PS.
   7. Originator. Name, title and telephone number of originator. Anyone identifying
       a problem/need may submit a PS through the chain of command. The Originator
       shall coordinate with District (dpl), District Program Manager, and Headquarters
       Program Manager for initial comment and support.
   8. Submitter. Comment, recommendation, signature, title and date of the submitter
       [District (dpl), MLC (s), HQ Unit (CO)]
   9. Area Endorsement. Comment, recommendation, signature, title and date of the
       Area Planner.
   10. Commandant (G-CPP). Approves or disapproves the PS and provides
       comments as necessary. Signature, title and date of Commandant (G-CPP).

E. Process. The following identifies roles, responsibilities and target duration involved
   in the preparation and review of a PS.
   1. Originator. Forwards PS to District/MLC/HQ Unit.
   2. Submitter. The Submitter is the field owner of the PS. The Submitter verifies
       that the information presented in the PS is accurate and complete. A tracking
       number is assigned the PS, composed of the ATU-FY the PS is generated-
       Sequential Number. The Submitter forwards the PS to Commandant (G-CPP) via
       Area for District units, MLC for MLC units, and HQTR unit CO for HQTR units.
       Target Duration – 2 weeks.
   3. Area Endorsement. The Area endorses the PS as valid and aligns with the
       overall operational or support plans for the area. This endorsed PS is forwarded
       to Commandant (G-CPP). Target Duration - 1 week.
   4. Commandant (G-CPP). Commandant (G-CPP) is the Headquarters owner of
       the PS. Receives the PS and distributes to Headquarters Program Manager, G-
       SEC and G-CPA for review and comment. Target Duration – 2 weeks.
   5. Headquarters Program Manager and Commandant (G-CPP, G-CPA and G-
       SEC). Reviews PS to insure that all operational and support program
       requirements are identified. Provides comments to Commandant (G-CPP) for
       consolidation. Target Duration – 3 weeks.
   6. Commandant (G-CPP). Consolidates comments, if necessary conducts an in-
       house review meeting to discuss comments and concerns. Based on comments
       received, approves or disapproves the PS. Approval may contain specific
       guidance to address in the next planning document. Approval of the PS indicates
       a problem does exist and that further planning is required. Normally, a Planning
       Proposal (PP) should be prepared. Disapproval considers the issue closed. Target
       Duration – 3 weeks.




                                            2
                           Contents                Index
                                               Encl. (13) to COMDTINST M11101.13D

                                      DRAFT
                           PROBLEM STATEMENT

1. Tracking Number:               05-99-001

2   Benefiting Unit/ATU:          Station Little Creek           05-30277

3   Landlord Unit/ATU             Station Little Creek           05-30277

4. Operational/Support Premise: Station Little Creek is a 1-B0 unit where they must
   have one small boat and crew ready for immediate response at any time. The small
   boat complement is two 41-foot utility boats (UTBs). This Station performs the
   following mission/function:
       • 66% SAR – Search and Rescue
       • 33% ELT – Enforcement of Laws and Treaties
   Station Little Creek is the host command for two 82-foot patrol boats: Coast Guard
   Cutter (CGC) Point Arena and CGC Point Huron.

5. Problem Statement:
      • Station facilities were constructed in the 1930’s; the spatial/functional
         relationships are substandard and unsatisfactory. The Multipurpose Building
         has inadequate space for berthing, galley, messing and recreation.
      • There are no separate female heads.
      • Due to overcrowding, the third floor was converted to additional berthing
         without a head. This does not comply with life safety standards.
      • The second floor berthing has a gang head. There is no berthing space for
         tenant WPBs; and no wetrooms.
      • There are no heads on the first floor for visitors, which does not conform to
         the Uniform Federal Accessibility Standard (UFAS) for buildings.
      • Due to age, the utility system is in poor condition and energy inefficient.
      • The site is only one acre and does not allow for building expansion.
      • These inefficiencies, inadequacies and problems have increased gradually
         over the years. Recent CEU biennial inspections and a steady increase in
         facility maintenance costs document the need to correct the existing condition.
      • Overcrowding, inefficiency, life safety problems, and poor working
         conditions will continue and result in low personnel morale.

6. Participants:

        LT I. Help                D5 (adpl)                      757-398-5555
        LT R. Station             D5 (osr)                       757-398-4555
        Emma Engineer             CEU Cleveland                  216-522-5555
        Mr. M. Manager            COMDT (G-OCS)                  202-267-5555



                                           3
                           Contents                   Index
Encl. (13) to COMDTINST M11101.13D

                                      DRAFT

7. Originator:

       BMCM I. M. Sailor
       OIC, Station Little Creek,             757-464-5555               Date

8. Submitter: Current operations have far exceeded existing facilities. Operations will
   continue within this AOR. Low personnel morale will continue if facility problems
   are not remedied. Recommend approval of PS and inclusion on the SFRL.

       CDR I. M. Planner
       D5 Planning Officer                    757-398-5550               Date

9. Area Endorsement: The need for station operations within the AOR is mission
   critical and conforms to Regional Strategic plans for D5. Recommend approval of
   PS.

       RADM I. M. Area
       LANT Area                              757-399-5552               Date

10. COMDT (G-CPP): Inadequate shore facilities have been identified at Station Little
    Creek and this Problem Statement is approved. Develop a Planning Proposal to
    further develop this initiative. The alternatives addressed should include but not
    limited to the following:
         ! Relocate to Leased Facility
         ! Renovate
         ! Build
         ! Status Quo

       RADM I. M. Coastie
       Office of Plans, Policy & Evaluation       202-267-5050           Date




                                              4
                       Contents           Index
                                                  Encl. (14) to COMDTINST M11101.13D


       Guidance for Planning Proposals
                  involving
            Housing Acquisition
ACQUISITION FACTORS                  DATA SOURCES         REFERENCES


COMMUNITY POTENTIALS/LIABILITIES

1. Community type, i.e., fishing,    County/town          Community support
   resort, farming, mfg, etc.        hall, local          background: ART
2. Population, area size, and        planning             4-B-2 and parti-
   trends                            office,              cularly ART 4-C-4-d
3. Major employers and               Chamber of           regarding
   employment trends                 Commerce,            Housing Market
4. Land use, zoning, subdivision     realtors,            Studies
   regulations                       utility
5. Community facilities, services:   companies
   schools, recreation, medical,
   cultural, public safety,
   commercial resources
6. Transportation/utilities:
   roads, water, sewer, gas,
   electricity, public transit
7. Land availability: scattered
   sites, subdivisions, etc
8. Construction/construction costs
9. Environmental factors,
   environmental concerns,
   historicity, etc.
10.Special factors: climate,
   taxes, ground rents, local
   housing policy, quality of
   life data, etc.

HOUSING MARKET POTENTIALS/LIABILITIES

1. Housing characteristics:          Above sources,       Availability of
   multi-family, single-family,      newspapers,          community support
   bachelor apartments,              multiple             housing options
   seasonality, tourism, etc.        listings, FHA/       (rent/buy) and
2. Housing trends: building          VA, existing         CG lease/purchase:
   permits, demolitions,             market studies,      ARTs 4-C-4 and
   turnover/vacancy data.            if available         4-C-5
3. Construction: area capability,
   speculative, contract,
   public housing activity




                                     1
                       Contents         Index




ACQUISITION FACTORS                DATA SOURCES       REFERENCES


HOUSING MARKET POTENTIALS/LIABILITIES continued

4. Units for rent/lease: number,                      Real estate brokers,
   age, condition, location,                          Internet listings,
   subsidy programs, DOD housing                      etc.
   availability, price.
5. Units for sale (including CG
   purchase): number, age,
   condition, location, price
6. CG Housing Survey data          CG Housing         COMDT (G-WPM-4)
7. Housing database
8. Basic Allowance for Housing

HOUSING REQUIREMENT ANALYSIS

1. Personnel allowance data        Personnel          Housing
   (all collocated units)          allowance          requirement
   current and proposed            lists (PALs)       analysis:
2. Operational factors, if         OPLANS             ART 4-A-2.
   any, including potential        PERSMAN,           Encl. (14)
   homeport changes.               COMDTINST
3. Tour of duty factors:           M1000.6 (series)
   restricted duty, "all
   others" tours, etc.
4. Government housing:
   availability/access.
5. Private housing:
   availability/access/price/
   condition.


HOUSING PROBLEM DEFINITION

(e.g., "Provide for housing        Analysis of        Planning and
37 CG members"; not "Building      above factors      Programming Manual
37 family quarters is the                             COMDTINST M16010.1
solution")                                            (series)




                                   2
                        Contents         Index
                                                 Encl. (14) to COMDTINST M11101.13D


ACQUISITION FACTORS                DATA SOURCES          REFERENCES

ASSOCIATED ANALYSES

1. Environmental analysis: an      N/A                   Natl Environmental
   environmental assessment is                           Policy Act Imple-
   required with the PP. EIS                             menting Procedures,
   not normally required, but                            COMDTINST 16475.1
   if required must be                                   (series); Chap. 25,
   submitted before related                              COMDTINST M16010.1
   budget is submitted to OMB                            (series)

2. Master planning: While not      Unit Master           Chapter 3,
   required for all CG units,      Plans                 Shore Facilities
   Master Plans are a reasonable                         Planning Manual,
   way of coordinating larger                            COMDTINST 11010.6
   scale issues. Housing needs,                             (series)
   including admin and mainten-
   ance, must be coordinated
   for collocated units

3. Floodplain management           USA Corps of          COMDTINST M16475.3;
   issues                          Engineers             DOT Order 5650.2

4. Economic analysis               NAVFAC P-422          ART 4-C-5,
   comparing relevant              Economic              COMDTINST M16010.1
   acquisition                     Analysis              (series)
   alternatives                    Manual                ARTs 4.C.5.b.(1)
                                                         and 5.D.2.a., CG
                                                         Housing Manual

5. Property or facility            N/A                   Chapter 2,
   acquisition, expansion,                               Real Property Manual
   or relocation issues: DOT                             COMDTINST M11011.9
   approval requirements                                 (series)
                                                         DOT Order 4300.2

6. Site design issues, i.e.        N/A                   ART 4-C-5, DM35,
   road layout, acreage and                              Navy Family Housing
   lot sizes, density, etc.                              Design Manual

7. Bedroom mix: required           N/A              ARTs 4.C.5.b.(2),
   numbers of 2, 3, or                              4.C.5.b.(2)(c), &
   4-bedroom units                                  Encl. (14)
________________________________________________________________________

NOTES:
1. PP determines operational alternatives                Planning and
2. Proposal must be submitted at least five              Programming Manual
   years prior to the relevant budget year               M16010.1 (series)
3. Expert guidance is available from COMDT
   (G-WPM-4) and (G-SEC) as well as MLC(s)



                                   3
Contents   Index
                           Contents                  Index
                                                 Encl. (15) to COMDTINST M11101.13D


                    EXECUTIVE OFFICE OF THE PRESIDENT
                      OFFICE OF MANAGEMENT AND BUDGET
                                 WASHINGTON, D.C. 20503
                                    October 20, 1993

                                                        CIRCULAR NO. A-45 (Revised)

TO THE HEADS OF EXECUTIVE DEPARTMENTS AND ESTABLISHMENTS

SUBJECT: Rental and Construction of Government Quarters

1.       PURPOSE. This circular sets forth policies and administrative guidance to be
used by executive agencies in establishing and administering rental rates and other
charges for Government rental quarters and related facilities located within the fifty
States, the District of Columbia, and the territories and possessions of the United States.
It also sets forth policies and administrative guidance to be used by executive agencies
respecting construction of Federally-owned housing (exclusive of military barracks) for
civilian and military personnel, as well as for employees of Government contractors,
whether provided on a rental basis or free of charge, both in the United States and
overseas. This circular does not deal with determinations of whether construction of
housing is appropriate, for which please see Office of Management and Budget (OMB)
Circular No. A-11, Preparation and Submission of Budget Estimates, section 12.5(n).

2.     BACKGROUND. The policies and procedures of this circular have been revised
pursuant to section 9 of the 1984 version of the circular. Portions of OMB Circular No.
A-18, Policies on Construction of Family Housing (rescinded August 26, 1992), have
been incorporated into section 8 of this circular.

3.     RESCISSION. This rescinds OMB Circular No. A-45, dated March 28, 1984, as
amended, and incorporates portions of rescinded OMB Circular No. A-18, Policies on
Construction of Family Housing, October 18, 1957.

4.     AUTHORITY. This circular is issued by virtue of the authority vested in the
President by 5 U.S.C. section 5911(f), and delegated to the Director of the Office of
Management and Budget by section 9 of Executive Order 11609 of July 22, 1971; by 31
U.S.C. section llll; and by section 2(d) of Executive Order 8248 of September 8, 1939,
and section 1 of Executive Order 11541 of July 1, 1970.

5.     POLICY.

      a. Reliance on private housing market. It is the policy of the Federal
Government to rely on the private housing market to provide housing for its civilian
employees. If there is no requirement of service or protection or if there




                                           -1-
                           Contents                  Index
Encl. (15) to COMDTINST M11101.13D


 is no lack of available housing, as discussed in OMB Circular No. A-11, Preparation and
Submission of Budget Estimates, subsection 12.5(n)(2) and (3), agencies must not
acquire additional rental quarters.

        b. Determination of rents. Agencies of the Federal Government must adhere to
the following in determining rental rates for Government rental quarters:
        (1) Reasonable value to employee. Rental rates and charges for Government
quarters and related facilities will be based upon their "reasonable value ...to the
employee ...in thecircumstances under which the quarters and facilities are provided,
occupied or made available." 5 U.S.C. section 5911. As intended by the Congress,
reasonable value to the employee or other occupant is determined by the rule of
equivalence; namely, that charges for rent and related facilities should be set at levels
equal to those prevailing for comparable private housing located in the same area, when
practicable; and

        (2) Subsidies, inducements prohibited. Federal employees whose pay and
allowances are fixed by statute or regulation may not receive additional pay and
allowances for any service or duty unless specifically authorized by law. 5 U.S.C.
section 5536. Consequently, rents and other charges may not be set so as to provide a
housing subsidy, serve as an inducement in the recruitment or retention of employees,
or encourage occupancy of existing Government housing.

        (3) Fairness, consistency. When properly determined in accordance with the
provisions of this circular, rental rates will be fair as between the Government and the
employee (or other authorized occupant) and as between employees of different
agencies living in the same installation in similar housing, or employees living in
Government quarters at different installations. Rents should not be set so as to serve as
an inducement to recruit or retain employees. Moreover, rents should reflect a
consistent local pattern for all Federal quarters in a given location.

        c. Employee responsibilities. Employees have a responsibility to inform
themselves of all the conditions that prevail in and near the quarters and duty stations to
which they might be assigned before accepting transfer to or employment at such duty
stations.

6.     DEFINITIONS.

       a. Agency. As defined in Pub. L. 88-459, 78 Stat. 557 (1964), the term
"agency" means (1) each executive department of the Government; (2) each agency or
independent establishment in the Executive Branch of the Government; (3) each
corporation owned or controlled by the Government, except the Tennessee Valley
Authority; and (4) the General Accounting Office.




                                            -2-
                           Contents                   Index
                                                  Encl. (15) to COMDTINST M11101.13D



        b. Air conditioning. The process of cooling air either through evaporation of
water (evaporative cooling) or refrigeration (mechanical or absorption), and the
distribution of such air.

        c. Base rental rate. The base rental rate is the rental value of the quarters,
established in accordance with the provisions of this circular, before applying any
administrative adjustments or charges for related facilities.

         d. Comparable housing. Comparable housing is housing in the private sector
that is generally equivalent in size to the rental quarters, with the same number of
bedrooms, and with generally equivalent amenities and related facilities. Such housing
is housing available on a landlord-tenant basis, with rental rates reflecting the fair
market value of the accommodations. This is distinguished.from-housing rented on an
"employer-employee" basis or between friends and relatives, for which other
considerations may have influenced the rental rates. In addition, other Government
rental housing (Federal, State, or local) and housing provided by churches or religious
societies are excluded from this definition of comparable housing.

       e. Construction. "Construction" includes conversions of structures for dwelling
purposes.

         f. Established community. An established community is ordinarily the nearest
population center (Metropolitan Statistical Area or an incorporated or unincorporated
city or town) having a year-round population of 1,500 or more (5,000 or more in
Alaska), provided that it has minimum essential medical facilities (i.e., at least one
physician and one dentist) available to all occupants of Government quarters on a
nonemergency basis and a private rental market with housing available to the general
public. Population determinations will be based-upon the most recently published
decennial census of the United States.

        g. Net area. For purposes of construction of quarters, the net area of a dwelling
is the space inside exterior or party walls, excluding only attic, garage, and basement (or
service and storage space in lieu of basement).

         h. Reasonable value. Reasonable value for rental quarters is to be measured by
the test of equivalence, i.e., what the employee would pay for comparable housing in
the open market. Rental rates, including charges for related facilities when appropriate,
will be based upon prevailing rates for comparable private housing located in the same
general area, after taking into account those factors that reduce or increase the value of
the housing to the tenant.

       i. Related facilities. Related facilities are equipment, supplies and services made
available in connection with the




                                            -3-
                           Contents                  Index
Encl. (15) to COMDTINST M11101.13D


occupancy of quarters including, but not limited to, household furniture and equipment,
garage space, utilities, subsistence, and trash and laundry services.

        j. Rental quarters. Except as specifically excluded herein or by statute, the
term "rental quarters," includes all furnished and unfurnished quarters supplied under
specific Government authority to Government employees, contractors, contractor
employees, and all other persons to whom housing is provided as an incidental service
in support of Government programs. It includes, but is not limited to, Government -
owned or -leased dwellings, apartments, bunkhouses, dormitories, trailer pads, cabins,
guard stations and lookouts, mobile homes, house trailers, and housekeeping as well as
nonhousekeeping units. The term excludes tents, containers, housing which due to
extreme deterioration is unsuitable for occupancy except in exigent circumstances, and
"public quarters" designated for occupancy by members of the uniformed services with
loss of allowances, but it includes quarters occupied by such personnel on a rental basis
under 37 U.S.C. section 403(e), 42 U.S.C. subsection 1594a(f) and 1594b, and other
authorities.

        k. Room. A room is a living space such as a living room, bedroom, kitchen,
finished attic or basement, or other suitable living space. A half room is a small space
used for living purposes, such as a dinette, breakfast nook, dressing room, or reception
room. No count is made of bathrooms, strip or pullman kitchens, halls or foyers,
alcoves, pantries, laundries, storage or utility rooms, or unfinished attics and basements.

7.     PROCEDURES FOR DETERMINING RENTS AND OTHER CHARGES.

        a. Charges for quarters. The determination of reasonable value of
Government rental quarters will be based upon an impartial study of comparable private
rental housing. There are two methods that may be employed to determine the base
rental rate. The first, an appraisal, involves direct comparison with individual.private
rental housing units. The second, the regional survey, creates a series of economic
models based upon a survey of comparable private rental housing throughout the
region. While both methods are accurate, agencies are encouraged to utilize the survey
method, whenever possible, due to the costs and administrative burdens associated with
conducting individual appraisals. Both methods are subject to the conditions and
limitations set forth below.

       (1) Appraisals.

        (a) Urban and suburban locations. If Government quarters are located in or
within five miles of an established community, in an urban or suburban location, the
base rental rate may be determined by either a staff or contract




                                           -4-
                           Contents                  Index
                                                 Encl. (15) to COMDTINST M11101.13D


appraiser, applying recognized real estate valuation principles.

        None of the administrative adjustments provided in subsection 7c will be made
for isolation, site amenities, space devoted to official use, or excessive heating or
cooling costs when an appraisal is made in an urban or suburban location. These factors,
if appropriate, will already have been considered by the appraiser in the appraisal
process. Adjustments, suitably documented, may be made by agencies when an
appraiser has not considered or incorrectly calculated the effect of these factors.

        (b) Rural areas. When the appraisal method is used to determine the
reasonable value of quarters that are not located in, or within five miles of, an
established community, it will be subject to the-following limitation: To ensure a
uniform approach to valuation when conducting an appraisal in such areas, the staff or
contract appraiser will be limited to comparing the Government rental quarters with
housing in the nearest established community. (If the nearest established community
does not contain sufficient comparables or is unduly affected by severe economic
conditions, the appraiser may select comparable rental units from the next closest
established community that does have sufficient comparables or does not have a
severely deflated or inflated housing market.) Such comparison will be limited to
adjustments for the physical differences in the housing. The appraiser in such
circumstances will not make adjustments for location (isolation) or for the absence of
site amenities. These adjustments, if applicable, will be made administratively in the
same manner as authorized for regional surveys in subsections 7c(1) and 7c(2).

        (2) Regional surveys. Regional surveys may be used in all locations where
Government quarters are located. If the regional survey method is used, the base rental
rates will be set by means of a series of economic models that utilize typical rental rates
for comparable private rental housing in the established communities nearest to the sites
in which the Government quarters are located. (If the nearest established community
does not contain sufficient comparables or is unduly affected by severe economic
conditions, the survey may utilize comparable rental units from the next closest
established community that does have sufficient comparables or does not have a
severely deflated or inflated housing market. The actual analysis of rental data for the
establishment of base rental rates may be accomplished using appropriate statistical
techniques, such as step-wise multiple regression.

        To avoid duplication and inconsistent rates, all agencies with quarters in a given
location should coordinate their survey plans and conduct a single survey applicable to
all. The area selected for survey should be large enough to permit an adequate sampling
of comparable rental properties in




                                           -5-
                           Contents                   Index
Encl. (15) to COMDTINST M11101.13D


several established communities and may encompass one or more States. Ideally, the
survey would establish the rental rates for a large number of Government quarters and
thereby reduce the cost per unit surveyed. The methods of analysis must be capable of
recognizing both the physical characteristics and the differences in economic
conditions, and reflecting such differences in the base rental rates. Private rental
housing samples reflecting extremely high or low rental rates should be excluded from
the data base subjected to final.analysis. Appropriate adjustments may be made to the
base rental rates established for quarters in accordance with the provisions of subsection
7c.

         (3) Agency review. Regardless of the method used, results of surveys and
appraisals will be reviewed by the agency prior to implementation to assure that they
are fair and reasonable, and that they were developed in accordance with the provisions
of this circular. In those communities where the rental rates are extremely high or low,
the rental housing market should be reviewed periodically between surveys to
determine whether changes in the private rental housing market warrant revision of the
base rental rates for the quarters located near those communities.

       b. Charges for related facilities and costs.

        (1) Utilities. It is Government policy to minimize energy consumption.
Consumption has been found to decrease when occupants of Government rental
quarters are required to pay for the actual cost of utilities used (such as electricity, oil,
natural gas, propane, coal, telephone, cable television, water and sewer). Utilities should
be furnished by a private company and billed directly to the occupant, wherever
possible.

        When Government furnished utilities are provided, they should be metered or
measured, where practicable. The rate for utilities furnished by the Government will be
the same as the residential rate for these utilities in the nearest established community
(when the appraisal method is used) or survey area (when the survey method is used)
used in determining the base rental rate. The consumed amount of Government
furnished utilities that are individually metered or measured will be determined by
actual readings.

         When Government furnished utilities are not individually metered or measured,
consumption will be determined on the basis of an analysis of the average amounts of
utilities used in comparable private rental housing in the nearest established community
(when the appraisal method is used) or survey area (when the survey method is used).
(Such estimates are usually available from local utility companies.) Alternatively,
consumption may be determined using engineering tables (such as design heat loss
tables from the American Society of Heating and Refrigeration Engineers) and




                                            -6-
                           Contents                  Index
                                                 Encl. (15) to COMDTINST M11101.13D


meteorological records. Normally, utility charges will be clearly shown and separated
from rent charges. Utility charges may be combined, however, in one charge for
nonhousekeeping rooms. Where it is impractical to shut off heat and electricity to
unused rooms and the employee is otherwise entitled to the reduction in section 7c(5)
for quarters of excessive size, a proportionate reduction in the utility charges based on
the area of the unused quarters may be made.


        (2) Furnishings. If there is an inadequate market of comparably furnished
housing for purposes of comparison with furnished Government quarters, the rents on
otherwise comparable unfurnished private units may be used as the base and adjusted
by a reasonable charge for furnishings. This adjustment should be based on actual
replacement costs allocated over the useful life of the furnishings.

       (3) Other services. Charges for other services provided by the Government
including, but not limited to, laundry, trash and garbage removal, lawn care and snow
removal will be based upon prevailing rates for such services in the nearest established
community (when the appraisal method is used) or survey area (when the survey
method is used).

        (4) Adjustments to obtain base rental rate. Where the rental charge for
comparable housing includes the values of utilities, furnishings, or other services,
downward adjustments to obtain the base rental rate will be based on the prevailing
rates for such utilities, furnishings, and other services in the nearest established
community (when the appraisal method is used) or the survey area (when the survey
method is used). The value of furnishings and other services may be based upon
national average costs where such data are available.

        (5) Excessive heating or cooling costs. A deduction from the rental rate is
permissible if quarters require an unreasonable additional expense to the employee for
heating or cooling because of poor design, the lack of all-weather construction, or other
related factors. The amount of the deduction will be determined as follows: If the rental
quarters in question require expenses to the occupant in excess of 25 percent for the
heating or cooling season over the average of heating or cooling for comparable
housing in the same area and climate zone as determined by a suitable survey or
appraisal, the head of agency may determine that the excessive costs (i.e., those in
excess of 25 percent over the average) may be deducted from the annual rental rates.

        c. Administrative adjustments. Additional adjustments in the form of
deductions from, the base rental rate are appropriate in the specific situations described
below. The total amount deducted for all reasons must not be excessive, resulting in a
rental rate to the occupant that is less than the reasonable value of the quarters, since
this would constitute




                                           -7-
                           Contents                  Index
Encl. (15) to COMDTINST M11101.13D


a supplementation of salary in contravention of law. The rental rate, after all
adjustments, must not be less than 50 percent of the base rental rate, unless an
adjustment for isolation has been made. In such instances, the rental rate may be set at
not less than 40 percent of the base rental rate.

        (1) Isolated locations. In some cases, the Government supplies quarters in
locations where minimal community services are available but only at some distance
from the quarters. In addition, travel conditions or mode of transportation may serve
further to isolate some employees from minimal community services. In such situations,
the agency shall grant a reasonable adjustment to ameliorate the direct economic effects
of the isolation, utilizing the procedure described below and in the appendix.

        The nearest established community will be used as the community for
calculating the deduction, even though that community may not serve as the location of
the comparable private rental housing used in establishing the base rental rates. The
mileage used in computing the adjustment will be the shortest route usually traveled
from the rental quarters to the center of the nearest established community. If that route
is closed seasonally, a weighted average adjustment will be used for the entire year,
based upon the number of months each route would ordinarily be used.

        The adjustment is designed to recognize different categories of highways and
modes of transportation. Because of the range of possible travel conditions and modes
of transportation, point values have been assigned to each category of transportation.
These point values represent differences in time, cost, or both, associated with each mile
of each category of transportation from the quarters to the nearest established
community.

         The point values are multiplied by the number of one-way miles from the
quarters to the nearest established community, to produce one-way points. When travel
from the quarters to the nearest established community involves more than one category
of transportation, the one-way miles are distributed accordingly. When the category of
travel is category 4 or 5 on the Isolation Adjustment Computation form in the appendix,
29 and 27 points are added, respectively, to the product of columns A and B. The one-
way points in each category are then added to produce total one-way points, which must
exceed 30, or there is no adjustment. Finally, the total adjusted points for all modes of
transport are multiplied by an Isolation Adjustment Factor (based on the automobile
mileage allowance determined by the General Services Administration) to produce the
monthly dollar adjustment.

       (2) Site Amenities. Living conditions at the locations of some Government
housing are not always the same as those found in or immediately adjacent to the survey
or appraisal




                                           -8-
                           Contents                   Index
                                                  Encl. (15) to COMDTINST M11101.13D


communities. In such communities, the amenities listed below are generally present and
their contributory value included in the base.rent. The lack of availability of any of
these items at the quarters location represents a generally less desirable condition that
should be reflected as a negative percentage adjustment to the base rental rate, as shown
below.

        (a) Reliability and adequacy of water supply. The system should provide potable
water (free of significant discoloration or odor) at adequate pressure at usual outlets.
(No more than a -3 percent adjustment can be made for this category.)

         (b) Reliability and adequacy of electric service. Service must equal or exceed a
100-ampere power system capable of providing 24-hour service under normal
conditions. (Occasional temporary outages are considered normal.) If an adequate
backup generator is available, the amenity will be rated as present regardless of the
reliability of the primary power source. (No more than a -3 percent adjustment can be
made for this category.)

       (c) Reliability and adequacy of fuel for heating, cooling and cooking. There
should be sufficient fuel storage capacity to meet prevailing weather conditions and
cooking needs. Where electricity is used to heat, cool, or cook, this adjustment is to be
made only when the deduction in (b), above, applies. (No more than a -3 percent
adjustment can be made for this category.)

        (d) Reliability and adequacy of Police protection. Law enforcement personnel,
including Government employees with law enforcement authority, should be available
on a 24-hour basis. Availability is defined as the ability to respond to emergencies as
quickly as any officer in the nearest established community. Part-time officers are not
necessarily unable to meet this test of availability. Gaps in availability due to temporary
illness or injury, use of annual leave, temporary duties, training, or other short absences,
do not render law enforcement personnel "unavailable" at the Government quarters. (No
more than a -3 percent adjustment can be made for this category.)

        (e) Fire insurance availability or reliability and adequacy of fire protection. Fire
insurance should be available with the premium charge based upon a rating equal to the
rating available to comparable housing located in or adjacent to the nearest established
community, or, in the alternative, adequate equipment, adequate water (or fire retardant
chemical) supply, and trained personnel should be available on a 24-hour basis to meet
foreseeable emergencies. If either element is present, i.e., adequate insurance or an
adequate fire fighting capability, no adjustment may be made. (No more than a -3
percent adjustment can be made for this category.)




                                            -9-
                             Contents                   Index
Encl. (15) to COMDTINST M11101.13D


       (f) Reliability and adequacy of sanitation service. An adequately functioning
sewage disposal system and a solid waste disposal system, whether community or
individually provided, should be available. Individual sewage disposal systems (septic,
cesspool, or other) will be considered adequate even though they may require periodic
maintenance, as long as they are usable during periods of occupancy. (No more than a -
3 percent adjustment can be made for this category.)

        (g) Reliability and adequacy of telephone service. Twenty-four-hour
accessibility to commercial telephone facilities should be available. A deduction of 3
percent is authorized if telephone service is unavailable both within the employee's
quarters and within 100 yards of the quarters. A deduction of 2 percent is authorized if
there is no telephone service within the employee's quarters, but telephone service
(either private or party line) is available within 100 yards of the quarters. A deduction of
1 percent is authorized if telephone service is available in the employee's quarters, but is
not private line service and/or is not accessible on a 24 hour per day basis.

        (h) Noise and odors. There should be an absence of significant, frequent
disturbing noises or offensive odors. (No more than a -3 percent adjustment.can be
made for this category.)

       (i) Miscellaneous improvements. One or more of the following improvements
should be present: paved roads, sidewalks, or street lights. (No more than a -1 percent
adjustment can be made for this category.)

       (3) Impositions on privacy or living space. Administrative adjustments in the
base rental rate are allowed if the living space or privacy of the occupant is restricted. In
each such case, the agency will make a special determination of the specific conditions
making certain that the conditions have not already been reflected in establishing the
base rental rate.

       (a) Loss of privacy. If occupants are subject to loss of privacy during nonduty
hours by virtue of repeated public visits (i.e., occurring several times daily) or inhibited
from enjoying the full range of activities normally associated with rental occupancies
(such as where restrictions are imposed on activities in quarters in or near national
cemeteries or where quarters are within view of prison inmates), a deduction not to
exceed 10 percent of the base rental rate is allowable. Proportional deductions will be
made in situations of less frequency or seriousness in their impact upon privacy or
usage or to reflect seasonal variations.

       (b) Space devoted to official use. When the agency determines that the use of a
portion of the quarters is required for official business (i.e., office, storage, etc.), loss of




                                              - 10 -
                           Contents                     Index
                                                    Encl. (15) to COMDTINST M11101.13D


living space should be reflected by an adjustment to the base rental rate, based on the
square footage occupied.

      (4) Transient and temporary use of quarters for other than temporary duty
assignments and uniformed service members on permanent change of station.

        (a) Transient quarters. Charges for quarters occupied on a transient basis, that is,
normally for 90 days or less, will be assessed at rates equivalent to private transient
housing of comparable type and quality. These rates may be set on a nightly or weekly
basis, or both. If comparable private transient housing does not exist in the area, the
rental may be established by determining the reasonable monthly rental rate for the
quarters through application of the other provisions of this circular, and adding to the
monthly rate an additional charge of at least 20 percent to cover necessary additional
administrative and service charges. The total will be divided by 30 days for the nightly
rate or 4-1/3 weeks for the weekly rate.

        (b) Temporary quarters. This adjustment will apply when an employee occupies
quarters for the convenience of the Government on a temporary basis (normally more
than 60 days) and does not receive per diem. Under these circumstances, if the
employee maintains two households, the agency is authorized to adjust the rental rate on
the quarters unit so that the combined rent or rent and mortgage payment paid during
the period of occupancy is not excessively burdensome. The adjustment may not exceed
20 percent of the base rental rate of the quarters unit, unless the agency determines that
the circumstances fully justify a greater deduction.

       (5) Quarters of excessive or inadequate size or quality. If there is a lack of
housing of appropriate size or quality, an employee may be provided Government
quarters of a size or quality either excessive or inadequate to that which the prudent
employee would have selected in the private community. In these exceptional
circumstances, the base rental rate will be reduced by up to 10 percent in direct
proportion to the degree of the excess or deficiency. This reduction will not continue
beyond one month after the availability of either appropriate Government rental
quarters or private rental housing, except when the agency determines that the
reassignment of quarters will not benefit the Government.

        (6) Changes in administrative adjustments. For specific quarter rental rates,
agencies should implement new administrative adjustments to reflect changes in any of
the factors contained in subsection 7c as soon as possible after learning of those
changes, normally within 30 days.

        d. Cyclical and annual adjustments; newly acquired quarters. Charges for
rental quarters and related facilities




                                           - 11 -
                           Contents                   Index
Encl. (15) to COMDTINST M11101.13D


shall be adjusted periodically in accordance with the following:

        (1) Adjustments based on surveys or appraisal. Base rental rates established
for rental quarters shall be affirmed or adjusted by a survey or appraisal of the private
rental market, as follows:

        (a) At least every fifth year or when the base rental rate for the quarters has been
increased by 40 percent through application of the rent series of the U.S. City Average
Revised Consumer Price Index for Urban Wage Earners and Clerical Workers, Rent
Series, whichever occurs first, or

       (b) Any year when changes in the private rental market in the nearby established
community indicate a need to adjust base rental rates on the basis of a survey or
appraisal of the rental market.

        (2) Adjustments based on changes in the CPI. Annual adjustments in the base
rental rate shall be made by applying the percent change in the CPI Rent Series from the
month and year that the last regional survey or reappraisal of the private rental market
was conducted. The new rates shall be effective at the beginning of the first pay period
that starts on or after March 1 of each year. Though effective in March, the adjustment
shall be based on the preceding September CPI data to provide the required lead time.

        (3) Annual adjustments for isolation. The Isolation Adjustment Factor
(currently 1.9) will be recomputed each year to reflect the Government mileage
allowance for automobiles published by the General Services Administration as of the
last day of September each year. The new isolation adjustment factor will be used to
compute the monthly isolation adjustment applicable to rents being charged starting
with the first full pay period in March of each year. This is done to coincide with the
implementation of rental rates adjusted by the CPI Rent Series each year, as required in
section 7d(2) of this circular.

        (4) Annual adjustments of utilities, furnishings, and services. To ensure that
rates for Government furnished utilities, furnishings, and services keep pace with
current costs, they shall be adjusted annually. Where appraisals are used, the rate will be
the average residential rate for the utility, furnishings, and services in the nearest
established community as of the last day of September. Where surveys are used, utility
costs will be adjusted by amounts coinciding with the changes in the appropriate
components of the September Consumer Price Index for Urban Wage Earners and
Clerical Workers: Nonfood Expenditure Categories, Seasonally Adjusted, U.S. City
Average. The adjusted value of furnishings and other services may be based upon local
or national average costs. The new




                                           - 12 -
                            Contents                     Index
                                                     Encl. (15) to COMDTINST M11101.13D


changes will be effective at the beginning of the first pay period that starts on or after
March 1 of each year.

         (5) Periodic/cycle year adjustment. The cycle year (and survey or appraisal
month within the cycle year) occurs at different times for different employee quarters
within an agency. Therefore, since annual CPI adjustments effective in March are based
on the preceding September CPI data, cycle year adjustments for any particular quarters
or facility shall be made as follows:

        (a) When the private rental market survey or appraisal is made during the
months of September through February, no CPI adjustment will be made on March 1 of
the following year, but will be deferred until the start of the first pay period that begins
after March 1 of the following year. Rental adjustments based on the survey or appraisal
will be put into effect in the usual manner. Example: If the survey month is October
1989, no CPI adjustment will be made in March 1990, but will be deferred until March
1991. Such CPI adjustments will be based on the changes in the CPI from the actual
date of the survey through September 1990.

        (b) When the private rental market survey or appraisal is made during the
months of March through August, no CPI adjustments will be made in March of that
year, but will be deferred until the start of the first pay period that.begins after March 1
of the following year. Rental adjustments based on the survey will be put into effect in
the usual manner. Example: If the survey month is April 1989, no CPI adjustment will
be made in March 1989, but will be deferred until March 1, 1990. Such CPI adjustment
will be based on the changes in the CPI from the actual date of the survey through
September 1989.

       (6) Newly acquired quarters. Rates for newl acquired quarters shall be the
same as those prevailing for similar Government rental quarters in the area. If there are
no established rates, an initial survey or appraisal to establish valid and realistic
comparability with private rental housing shall be made upon acceptance of newly
acquired quarters, and the corresponding rental rates shall be made effective upon
occupancy. The initial CPI adjustment in rental rates shall be made as follows:

        (a) When the initial survey or appraisal of the private rental market is made
during the months of March through August, the initial CPI adjustment will be made at
the start of the first pay period that begins after March 1 of the following year.

        (b) When the initial survey or appraisal of the private rental market is made
during the months of September through February, the initial CPI adjustment will be
made in accor-




                                            - 13 -
                           Contents                   Index
Encl. (15) to COMDTINST M11101.13D


dance with the procedure set forth in subparagraph (5) (a), above.

         (7) Incremental adjustments. If new appraisals, surveys or CPI adjustments
result in increases in rental rates of 25 percent or more above the current rental rate,
such increases may be imposed incrementally over a period not to exceed one year, on
the condition that they be applied in equal increments on at least a quarterly basis.

        e. Qualifications and extensions. The principle of comparability with private
rental practice may be modified under the conditions described below:

        (1) Extension of comparability. For lack of available alternative quarters,
employees must sometimes occupy space for use as quarters that is generally unsuitable
for that purpose. Such space may be unsuitable, for example, because it was originally
built for seasonal occupancy only, or because it was not originally built for use as
quarters. In other instances, quarters may be suitable only for particular types of
occupancy, such as rooming houses, bunkhouses, bachelor quarters, residence hotel-
type structures, barracks-type structures, or guard stations and lookouts.

         In all such cases, if no comparable rental data can be obtained or professional
appraisals are not made, rental rates will be determined by the square footage occupied,
at a rate equivalent to one-half the base rental rate per square foot charged for the
nearest adequate rental quarters of the same or any other Federal agency. This rate will
apply only to the shelter rental, with additions thereto for all other related facilities at
rates comparable to those in the area. Rental and other charges will be based upon
desired capacity and, when so determined, will remain in effect for each occupant
without regard to fluctuations in the number of occupants from time to time either
above or below designed capacity.

       In buildings where space is assigned for occupancy of several persons or
families, common-use space in the building will be distributed to all occupants in
proportion to the space assigned for the sole occupancy of each, to detremine the
number of square feet chargeable to each. Common-use space includes, for example,
washrooms, stairs, hallways, and storage, lobby, and lounge areas.

       (2) Quarters for uniformed service personnel. Rental rates and other charges
incident to the occupancy of quarters on a rental basis by members of the uniformed
services will be established in accordance with the provisions of this circular.

       Those quarters that have been designated inadequate public quarters or
substandard pursuant to law and regulations of the Surgeon General of the Public
Health Service and the Secretar-




                                            - 14 -
                           Contents                     Index
                                                    Encl. (15) to COMDTINST M11101.13D


ies of Defense and Transportation require special treatment in one respect. The total of
the rental rate, plus charges for furniture and utilities (except telephone), will be
adjusted, if required, so as not to exceed 75 percent of the member's basic allowance for
quarters. The rental rate, as used in the preceding sentence, is the rate obtained after the
additions or deductions required or authorized elsewhere in this circular have been
applied to the base rental rate, including that requirement contained in subsection 7c,
that the rental rate, after adjustments, will not be less than 50 percent of the base rental
rate.

        (3) Instances of hardship. In certain hardship cases where continued occupancy
of public quarters by former uniformed service members and dependents or by
dependents of deceased service members is permitted, an amount equivalent to the
member's full basic allowance for quarters and other housing allowances (i.e., Variable
Housing Allowance, etc.) may be charged for such periods of time as may be properly
allowed in each particular case. Occupancy of quarters in such instances will normally
not exceed 60 days.

      Similarly, former Federal employees (or other occupants) and dependents, or
dependents of deceased Federal employees (or other occupants), may continue to
occupy Government rental quarters for a period normally not to exceed 60 days. Such
occupants will continue to pay the established rental rate forthose quarters.

(4) Alternative requirements. The provisions of this circular will not apply in the
following instances:

        (a) When employees attend training programs at Federal or private facilities and
the cost of housing is factored into the program cost to the agency or through other
means, the valuation rules of this circular need not be applied, so long as the per diem
rate (or actual per diem expense rates) paid the employee is set to reflect the fact that
the housing is provided at no cost to the employee. In other than training situations
when employees are receiving per diem (or actual per diem expense rates) and
occupying Government housing, the per diem paid the employees is set to reflect the
fact that the housing is provided at no cost to the employee.

       (b) When employees are receiving a remote worksite commuting allowance, in
accordance with 5 U.S.C. 5942, and housing is provided at no cost to the employees, the
allowance paid will consist of factors other than the housing cost portion of the
allowance.

       (5) Exceptions. Efforts have been made in the preparation of this circular to
allow for unusual circumstances that may exist with respect to rental quarters.
Exceptions to the requirements included in this circular will be permitted, therefore,
only upon written request and in those very unusual cir-




                                           - 15 -
                            Contents                   Index
Encl. (15) to COMDTINST M11101.13D


cumstances when it is demonstrated to the Office of Management and Budget that the
application of the provisions of this circular will not result in a rental rate equivalent to
the reasonable value of the quarters to the occupant. If an exception is granted by the
Director of the Office of Management and Budget, the agency concerned will be
notified in writing.

8. CONSTRUCTION OF FEDERALLY-FUNDED HOUSING. Unless otherwise
provided by law (e.g., 10 U.S.C. 2826), the following provides guidance to agencies on
determining housing construction needs and construction standards:

         a. Determination of number of families to be housed and pattern of housing
required. The agency should determine the number of families to be housed under the
particular circumstances and the probable pattern of family size and composition by a
statistical study of families and numbers of dependents within the service or agency
adjusted for agency experience, changes in staffing patterns, and national trends in
family size. Most frequently, the.agency will be adding a limited number of houses at a
station where some housing already exists. Under these circumstances, the agency
should first make certain that existing housing (owned, leased, or otherwise available to
the agency) is properly assigned. After ascertaining that there is a proper utilization of
existing housing, the agency should determine what further construction, if any, is
required to establish a proper pattern of housing at the station. The determination must
discount temporary and unusual peak numbers of employees at the station, but not
necessarily recurring requirements for seasonal employees who must be housed. Three
general situations with basically different housing requirements are likely to occur:

         (1) Small station. Where only one to five Government houses are to be
supplied at a station, it is likely that no stable family pattern can be predicted on a
statistical basis. The most reasonable method of meeting the housing requirement under
these circumstances is to supply three three-bedroom houses, one two-bedroom house,
and one four-bedroom house.

        (2) Medium station. Where five to 25 Government houses are to be supplied,
the group is probably still too small to expect a stable family pattern, but the group is
too large to permit building all houses the same size. Under these circumstances, the
agency should seek to develop a flexible housing supply, if possible. However, in view
of family size trends, it would be best to construct mostly three-bedroom houses, with a
smaller number of two-bedroom houses, and a few four-bedroom houses.

         (3) Large station. Where more than 25 Government houses are to be supplied,
it is reasonable to expect that a fairly stable family pattern exists. Under these
circumstances, the agency should determine what this pattern is, as described




                                            - 16 -
                          Contents                    Index
                                                  Encl. (15) to COMDTINST M11101.13D


above, and, utilizing Table 1, below, plan to provide the appropriate number and
distribution of rooms. At military installations the probable number of personnel
entitled to family housing quarters by grade, rank, and position will determine the
family housing requirements. In the table of net floor areas given below, Table 1, the
normal construction limits will govern the maximum areas of houses to be constructed,
except that agencies may construct up to the statutory or maximum limitation for
housing for commanding officers and in unusual circumstances. The numbers of rooms
will be governed by Table 1, below, showing the relation between number of bedrooms
and net square footage areas. OMB will consider exceptions under special
circumstances only when fully justified.

                                  NUMBER OF ROOMS

Persons          Rooms                                  Baths           Baths
in household     to be provided    Bedrooms             One-story       Two-story
2-3              4                 2                    1               1 or l&1/2
4                5, 5&1/2 or 6     3                    1 or 1&1/2      2 or 2&1/2
5                5&1/2, 6 or 7     3 or 4               l&1/2 or 2      2 or 2&1/2
6                7                 4                    2               2 or 2&1/2

                                        Table 1

        b. Types of family dwellings to be constructed. Family dwellings similar in
type to acceptable dwellings normally built in the local area will be constructed
whenever practicable, with full advantage being taken of the economy of construction
and maintenance of multiple-family dwellings-apartment, row, or duplex. The
construction of single-family dwellings may receive special consideration in locations
where remoteness of the station from other community facilities makes it undesirable
from the standpoint of safety, employee morale, recruitment and retention of personnel,
and satisfactory living conditions under adverse circumstances to house employees in
multiple-family dwellings.

         c. Prospective rental levels and their effect on construction. The type of
dwellings to be constructed will also be governed by the amount of rent that the
occupants can afford to pay (public quarters excepted) as determined in accordance with
this circular. Hence, care must be taken to ensure that dwellings would rent at rates
within the reach of employees to be housed. In cases where there are large numbers of
high salaried personnel who would normally rent larger houses than are usually
provided on the station and where the ability to hold such employees in Government
service may be dependent upon the housing available, agencies may construct a limited
number of larger houses upon securing specific advance approval from OMB.




                                         - 17 -
                                  Contents                      Index
Encl. (15) to COMDTINST M11101.13D


         d. Determination of the number of rooms to be provided in family housing.
The number of rooms to be provided must be based on the size and normal composition
of families to be housed. Consideration should be given to the trends in family size. It is
permissible to provide larger houses for civilian directors or military commanders of
large stations, for military officers of general or flag rank, chiefs of Foreign Service
missions, Foreign Service officers with the rank of career minister, and to a limited
extent, for higher salaried personnel who can afford to and will pay commercially
comparable rents for superior quarters. Table 2, below, indicates the number of rooms
and bedrooms that should normally be planned for families of varying sizes. Again,
OMB will consider justified exceptions depending upon the remoteness of the small or
medium station and the extent to which the family is isolated from normal community
facilities.

             MAXIMUM AND MINIMUM NET FLOOR AREA PER DWELLING UNIT
                                                                                         4 or more
                                    1/
                       1 Bedroom            2 Bedrooms             3 Bedrooms            Bedrooms
Minimum2/              550 sq. ft           750 3/                 960 3/                1,190 3/
Normal4/               730                  1,000                  1,415                 1,670
Maximum                810                  1,250 5/               1,670 5/              2,100 6/

                                                  Table 2.

        e. Net area of houses. The net areas shown below in Table 2 may be increased
10 percent (a) if outside the continental United States, (b) for commanding officers or
civilian heads of large installations, or (c) under conditions of extreme isolation where
the family may be confined to the home for long periods due to weather conditions or
lack of community facilities within reasonable distance. The minimum floor areas
below represent the limit below which it is not deemed advisable to go when building
permanent housing; such minimum areas should be used only for multiple-family
dwellings.
_________________________
         1
             For multi-family or apartment construction only. No one-bedroom houses should be built.
         2
           Any construction proposed to provide less square footage than these minimums must be
specifically approved by OMB.
         3
             Applies to flats or multi-family construction. Not recommended for single or duplex houses.
         4
        Budget estimates will not be considered for construction beyond these normal limits unless
accompanied by a specific determination of the agency that up to the specified maximums are necessary.
         5
             Applies to single-family houses without basements for higher salaried personnel only.
         6
          Applies to single-family houses without basements for higher salaried personnel only. Larger
areas may be considered by OMB on special justification for heads of large stations, flag officers, or in
unusual circumstances only.




                                                    - 18 -
                           Contents                      Index
                                                     Encl. (15) to COMDTINST M11101.13D


Maximum floor areas represent the limit above which Federal funds need not be
invested to provide housing reasonably commensurate with income for all but the
highest income groups.

        Although agencies cannot always determine the grades of the occupants, there
is.a normal range of grades for the personnel who are required or permitted to occupy
Government housing on the station. The minimum size for the number of bedrooms
needed should be provided for those in the lowest grades in order that the housing may
not be more expensive than the occupants could be expected to rent if they were
securing their own quarters commercially. Larger quarters may be provided for
progressively higher grades up to the maximums for personnel at and above general
schedule grade 14 and ranks equivalent to the military rank of colonel.

        f. Special features. Special features may be provided to meet special work or
isolation conditions. These include: extra rooms with outside doors for the employee
whose home is also his or her work headquarters; special access to bath or shower
rooms without going through the house where the employee's work is particularly dirty
and shower facilities are not provided in work buildings; fireplaces in remote areas
where wood is readily available and the fireplaces would serve a practical purpose;
extra storage space and facilities where distances to market are such as to necessitate
purchasing food and other supplies in quantity; and some space for recreation purposes
where families may be confined to the house for long periods of time during bad
weather conditions.

        Air conditioning may be installed in living quarters only in locations where
during the six warmest months of the year the dry bulb temperature is 80 F or higher for
over 650 hours or the wet bulb temperature is 67 F or higher for over 800 hours.

      Air conditioning otherwise permitted by the standards described above, should
employ evaporative cooling when engineering studies indicate it is feasible and more
economical than refrigeration systems to install and operate.

         It is suggested that Departments and agencies initiate a priority system for
installing air conditioning in existing personnel living quarters to ensure that the air
conditioning of quarters in the warmest areas under these criteria is completed first.

        g. Design standards. Agencies should consult the Uniform Building Code or
the codes developed by the Council of American Building Officials for guidance in
planning construction of permanent family housing that is liveable, durable, safe,
sanitary, and not impose an unreasonable and uneconomical burden upon the
Government.




                                            - 19 -
                           Contents                  Index
Encl. (15) to COMDTINST M11101.13D


        h. Compliance with design standards. Agencies shall plan new construction of
family housing in accordance with this circular and nationally recognized design
standards, such as those set forth in the Uniform Building Code or the codes developed
by the Council of American Building Officials. Budget requests and apportionment
requests for this purpose shall be based upon compliance with the approved design
standards and the provisions of this circular. The squarefoot construction cost should
not exceed that generally recognized as prevailing in the area for non-Federal dwellings
of similar size and type of occupancy. Exceptions may be made by those agencies
constructing housing outside the continental United States where climatic conditions or
local building codes and restrictions prevent compliance. Any other exceptions should
be plainly set forth in the budget or apportionment request.

        i. Budget and apportionment requests. Consult OMB Circular No. A-11,
Preparation and Submission of Budget Estimates, subsection 12.5(n), for guidance
respecting budget and apportionment requests.

9. AGENCY REGULATIONS. The following guidelines must also be observed in
establishing charges for rental quarters and related facilities and in developing agency
regulations and procedures implementing this circular:

        a. Conflicts of interest. To avoid potential conflicts of interest, agencies.will
not assign employee occupants of quarters or their subordinates to perform appraisals or
serve as members of regional survey teams used to recommend rents and other charges.

        b. Consistent local patterns; Interagency Committees. Where several
different Federal agencies provide rental quarters in the same area, those agencies will
take necessary steps to ensure a consistent local pattern in rents and utility rates. In
particular, such agencies are urged to establish interagency committees to coordinate
and oversee the establishment of consistent and uniform rental rates.

       c. Agency records regarding recommendations and adjustments. A full
record of the findings and recommendations of the appraiser or survey team, as well as
documentation to justify administrative adjustments, will be kept by the agency
concerned.

       d. Agency central records and supervision. Sufficient information will be
maintained centrally by the agency to allow agency management to be informed of, and
to monitor, the status of administration of the requirements of this circular.

       e. Reconsideration, procedures for. Agencies will provide a procedure for
dealing with requests for reconsideration of rental determinations and other charges.




                                          - 20 -
                           Contents                     Index
                                                    Encl. (15) to COMDTINST M11101.13D


       f. Leave status, charges during. Employees on leave will continue to be
charged for quarters and related facilities, unless the quarters are vacated and made
available for reassignment.

        g. Landlord-tenant relationship. To aid all agency administrative officials and
employees in understanding how the circular is to be applied, agencies will make clear
that they assume the customary responsibilities of the landlord and that those who
occupy rental quarters assume the customary responsibilities of tenants.

        h. Required occupancy. Agency regulations will specify the conditions under
which the agency head, or his or her designee, will require occupancy of Government
rental quarters, in accordance with the limitations cited in 5 U.S.C. section 5911(e),
which provides that employee or member occupancy of rental quarters may not be
required unless the agency head determines that necessary service cannot be rendered,
or that property of the Government cannot adequately be protected.

        i. Safe and sanitary quarters. Agency heads will ensure that Government
rental quarters are safe and sanitary. Although adjustments to the basic rental rate are
permitted for such circumstances as excessive heating and cooling costs, poor
condition, and lack of potable water, such conditions should not be permitted to
continue any longer than absolutely necessary.

        j. Agency housing officers. Each Federal agency that provides rental quarters
shall appoint a principal housing officer with responsibility to supervise the agency's
implementation of the policies of this circular.

10.   INQUIRIES. For information concerning this circular, contact the Office of
Management and Budget, Office of Federal Procurement Policy, 725 17th Street,
NW, Washington, DC 20503, telephone (202)395-6803.

                                                    //signed//

                                                    Leon E. Panetta
                                                    Director




                                           - 21 -
                              Contents                     Index
Encl. (15) to COMDTINST M11101.13D


                                        APPENDIX
                             Isolation Adjustment Computation

The monthly adjustment for isolation, as described in section 7c(1), is.computed, as follows:

•   Step 1. Determine the one-way distance in miles (from the quarters to the nearest
    established community) for each affected category of transportation listed in Figure 1. Enter
    mileages) in the appropriate block(s) under Column B.

•   Step 2. Multiply mileage figures entered in Column B by point values listed in Column A
    for each affected category of transportation to produce one-way points for each category.
    Add 29 points to the category 4 subtotal and 27 points to the category 5 subtotal to reflect
    relative differences in cost or time by use of these modes of travel.

•   Step 3. Add all categories of one-way points in Column C to produce total one-way points.
    (The total must exceed 30 points or there is no adjustment for isolation.)

                                               Figure 1

                                         Column A         Column B                     Column C
Category                                 Point            One-way                      One-way
of Travel                                Value            Miles                        Points
(1) Paved road or rail                   1.0              X _____                      =
(2) Unpaved but improved road            1.5              X _____                      =
(3) Unimproved road                      2.0              X _____                      =
(4) Water, snowmobile, pack              2.5              X _____      = _____ + 29 = ____
      animal, foot or other
      special purpose conveyance
(5) Air                                  4.0              X _____      = _____ + 27 = ____

TOTAL ONE-WAY POINTS                                                                   = _____

•   Step 4. Calculate the Isolation Adjustment Factor (IAF) using the following formula:
    Multiply 2 (to reflect round-trip points) by 4 (to reflect number of trips per month) and then
    multiply by $x.xx (GSA's current automobile mileage allowance). For example, the GSA
    mileage allowance, as of the date of this circular, is $0.25 per mile, resulting in a IAF of 2.0
    (rounded to the nearest tenth).

ISOLATION ADJUSTMENT FACTOR                                                            = 2.0

•   Step 5. Multiply total adjusted points by the Isolation Adjustment Factor to produce the
    monthly adjustment for isolation (rounded to the nearest whole dollar).

MONTHLY ADJUSTMENT                                                                     = _____




                                                - 22 -
                                       Contents                           Index
                                                                         Encl. (16) to COMDTINST M11101.13D


                           FIRE PROTECTION SYSTEMS EVALUATION

                                                                                             SCORE

1.   DISTANCE FROM HOUSING UNIT TO THE NEAREST FIRE STATION.                                ________
      (Source: Insurance Services Office, Commercial Risk Services (ISO/CRS)
     a. 2 miles or less---------------------------------------------------------10 points
     b. 2 to 5 miles (See Note 1)-------------------------------------------- 5 points
     c. Greater than 5 miles (See note 1)---------------------------------- 0 points

2.   SMOKE DETECTORS. (U.L. or Factory Mutual Approved)                                     __________
        (Source: COMDTINST 11101.13, NFPA 101)
     a. Hard-wired Installed ------------------------------------------------- 7 points
     b. Battery Installed ----------------------------------------------------- 3 points
     c. Not Installed ---------------------------------------------------------- 0 points

3.   SPRINKLER SYSTEM. (Source: MIL-HND-BOOK 1008)                                          __________
     a. Installed w/appropriate total waterflow demand. ---------------15 points
     b. Not Installed ---------------------------------------------------------- 0 points

4.   FIRE EXTINGUISHERS. (Source: NFPA 101)                                                 __________
     a. Provided. Mounting, inspections, and training are
        provided and documented.------------------------------------------ 5 points
     b. Not provided. --------------------------------------------------------- 0 points

5.   TYPE OF DWELLING. (Source: NFPA 101)                                                   __________
     a. One or two family dwelling ---------------------------------------- 5 points
     b. Apartment style (multiple family) two stories or less ---------- 2 points
     c. Apartment style three stories or more----------------------------- 0 points

6.   COMPOSITION OF STRUCTURE. (Source: ISO/CRS)                                            __________
     a. Masonry, brick, or concrete ---------------------------------------- 5 points
     b. Wood or framed construction -------------------------------------- 1 point

7.   MEANS OF EGRESS. (Source: HUD 4900.1)                                                  __________
     a. The unit has ALL of the below listed means of egress--------- 5 points
     b. The unit does NOT have ALL of the means of egress --------- 0 points
        (1) The unit must have at least one side-hinged EXIT door.
        (2) All sleeping rooms must have at least one operable
            (from inside) window or door for emergency egress to
            the OUTSIDE. If a window is used for egress to the
            outside, it MUST:
            * Have a sill HEIGHT of LESS than 44 inches above the floor.
            * Have a MINIMUM clear opening HEIGHT of 24 inches.
            * Have a MINIMUM clear opening WIDTH of 20 inches.
            * Have a MINIMUM net clear opening GREATER than 5.7. sq.ft.
        NOTE: Multi-family dwellings in excess of two stories above ground
            level may not use bedroom windows as an acceptable means of egress
            unless safe escape to a protected area can be accomplished from those
            windows.

                                                          FIRST PAGE SUB-TOTAL:             __________




DEPT. of TRANSP., USCG, CG-5436 (1-99)                                     PREVIOUS EDITION IS OBSOLETE
LOCALLY REPRODUCED
                                         Contents                         Index
Encl.   (16) to COMDTINST M11101.13D


                        FIRE PROTECTION SYSTEMS EVALUATION (con’t)

                                                                                                SCORE
                                                           TOTAL FROM FIRST PAGE:              __________

8.      TOTAL UNDER ROOF FLOOR AREA BETWEEN FIREWALLS.                                         __________
          (Source: ISO/CRS)
        a. Less than 2000 sq.ft. floor area ------------------------------------ 3 points
        b. More than 2000 sq.ft. floor area ----------------------------------- 0 points

9.      FIRE HYDRANTS. (Source: MIL-HND-BOOK 1008)                                             __________
        a. Can be reached by less than 350 feet of hose lay --------------- 5 points
        b. Cannot be reached by less than 350 feet of hose lay ----------- 0 points

10.     FIRE FIGHTING WATER SUPPLY.                                                            __________
         (Source: MIL-HND-BOOK 1008, COMDTINST 11300.2)
        a. Consist of one of the following ------------------------------------ 5 points
        b. Consists of none of the following --------------------------------- 0 points
            (1) Public water system.
            (2) Elevated tanks or reservoirs.
            (3) Multiple pumps w/adequate suction supply.

                                                                     GRAND TOTAL:              __________

NOTES:

Ten points may be earned if the following conditions are met. The Safety and Occupational Health Manual, Vol. 1,
COMDTINST M5100.29, Chap. 5, and the Water Supply and Waste Water Disposal Manual, COMDTINST
11300.2, Chap. B-5 apply).

1.      Commanding Officers provide an organized Fire Protection Force (FPF) from assigned personnel and in
        accordance with local directives.
        a.     The FPF must receive adequate training for types of fires they would likely encounter.
        b.     The FPF must be suitably equipped to provide emergency evacuation services for housing occupants
               and must, at a minimum, be capable of providing 500 gallons of fire fighting water per minute for a
               period of one-hour.
        c.     The FPF must be capable of arriving on scene and applying fire fighting or rescue measures in a timely
               manner, e.g. 10 minutes, 24 hours a day.
2.      Five points are earned if all the above conditions are met yet, less than 500 gallons but more than 250 gallons
        of fire fighting water per minute can be supplied for a period of less than one-hour.
3.      These measures are designed to provide evacuation assistance to occupants and fire fighting First Aid to help
        contain damage while awaiting arrival of a local fire department more suitably equipped. These standards are
        in no way meant to diminish standards set by local authorities. Where local standards are more stringent the
        local standards take precedence.

                                                           _________________________________________
                                                           Signature                            Date
Distribution
1. For housing units scoring 32 points or more, and for housing units scoring less than 32 points but corrective
    action brought the score up to 32 points or more, file original in housing unit maintenance record.
2. For housing units scoring less than 32 points and corrective action not feasible with local resources, submit
    original with Shore Facility Maintenance Record, CG-Form 4094, in accordance with Civil Engineering
    Manual, COMDTINST M11000.11 (series), identifying required corrective action; copy to MLC (kse) and
    appropriate Area Housing Authority.


DEPT. of TRANSP., USCG, CG-5436 (1-99) Reverse                             PREVIOUS EDITION IS OBSOLETE
LOCALLY REPRODUCED
 DEPARTMENT OF
 TRANSPORTATION                                    APPLICATION FOR ASSIGNMENT TO MILITARY HOUSING
 U.S. COAST GUARD                                         Contents for preparation of this form are contained on page 2)
                                                            (Instructions
                                                                                       Index
 CG-5267 (6-99)
                                                                    PRIVACY ACT STATEMENT                  Encl. (17) to COMDTINST M11101.13D
IN ACCORDANCE WITH 5 USC 552(E)(3), THE FOLLOWING INFORMATION IS PROVIDED TO YOU WHEN SUPPLYING PERSONAL INFORMATION TO THE U.S. COAST
GUARD.
1. AUTHORITY:             SECTION 515 P.L. 84-161, AS AMENDED (10 USC 2674) AUTHORIZED SOLICITATION OF THE INFORMATION.

2. PRINCIPAL              TO DETERMINE EACH APPLICANT'S ELIGIBILITY FOR ASSIGNMENT TO SUITABLE MILITARY HOUSING ACCOMMODATIONS.
   PURPOSE(S):
3. ROUTINE                THE INFORMATION IS USED BY CG HOUSING OFFICE TO EVALUATE THE ASSIGNMENT OF HOUSING ACCOMMODATIONS.
   USES:
4. DISCLOSURE:            DISCLOSURE OF THE INFORMATION IS VOLUNTARY, BUT FAILURE TO PROVIDE THE INFORMATION MAY RESULT IN THE INABILITY
                          OF THE CG HOUSING OFFICE TO PROVIDE SUITABLE HOUSING TO THE APPLICANT AND AT THE MOST EXPEDITIOUS TIME.
                          DISCLOSURE OF THE INFORMATION HEREIN CONTAINED TO OTHER THAN THE AGENCY IS IN ACCORDANCE WITH THE FREEDOM
                          OF INFORMATION ACT.
                                                   SECTION A - APPLICATION (To be completed by applicant)
 1. APPLICANT'S NAME ( Last, first, middle initial)                                 2. SOCIAL SECURITY NUMBER            3. APPLICANT'S RANK/RATE


 4. CURRENT DUTY STATION AND PHONE NUMBER                                           5. NEW DUTY STATION AND PHONE NUMBER




6a. EST. DATE OF DEPARTURE                       6b. EST. DATE OF ARRIVAL           7. ADDRESS AND PHONE NUMBER WHILE ON LEAVE ENROUTE



8. ENLISTMENT EXPIRES (Date)                     9. ON LIST FOR PROMOTION           10a. ON CLASS "A" SCHOOL LIST     10b. IF SO, WHICH LIST
                                                         YES        NO                     YES        NO
                                                                     SPONSOR INFORMATION
11a. NAME OF SPONSOR                              11b. RANK/RATE                    11c. SPONSOR'S DUTY STATION AND PHONE NUMBER


                                                        DEPENDENCY INFORMATION (Check appropriate box)
12. MARITAL STATUS                                                                  13. I AM SEPARATED FROM MY DEPENDENTS
         MARRIED                     SINGLE (CG-4170A not applicable)               N/A              VOLUNTARILY                         INVOLUNTARILY
                                         DEPENDENTS RESIDING WITH ME (If more space is needed, continue on plain paper)
14a.                                                        14b. DATE OF BIRTH 14c.  14d.                   14e.
  NAME (Last, First, Middle Initial)                             (YYYY/MM/DD)    SEX   RELATIONSHIP           REMARKS, (handicap, health problems, expected
                                                                                                                         additions to family, etc.)




  YOU MUST ATTACH COPY OF CG-4170A WHICH INDICATES DATES OF APPROVAL OF THOSE DEPENDENTS WHO WILL RESIDE WITH YOU.
                                                               ADDITIONAL DEPENDENT INFORMATION
15a. SPOUSE IN SERVICE              15b. IF SO, WHICH SERVICE 15c. CURRENT DUTY STATION AND PHONE NUMBER            15d. EXPECTED DATE HE/SHE WILL JOIN YOU
         YES              NO
16a. ARE YOU ENROLLED IN THE CG SPECIAL NEEDS                  16b. IF SO, LIST DEPENDENTS WITH SPECIAL NEEDS.
     PROGRAM

               YES             NO




17a. DO YOU HAVE PETS           17b. IF SO, WHAT KIND                                                      17c. AGE               17d. WEIGHT
     YES             NO
                                                                             GENERAL
UPON ARRIVAL AT YOUR NEW DUTY STATION, IT IS MANDATORY THAT YOU REPORT TO THE HOUSING AUTHORITY SERVING THE AREA PRIOR TO
MAKING ARRANGEMENTS FOR ANY TYPE HOUSING. YOU SHOULD HAVE DD-1747 (previously issued) READY FOR PRESENTATION.

IN THE EVENT ASSIGNMENT TO MILITARY HOUSING BECOMES MANDATORY, THIS IS TO CERTIFY THAT:
         I DO                  I DO NOT DESIRE A WAIVER TO RESIDE IN CIVILIAN HOUSING
 I CERTIFY THAT THE INFORMATION ABOVE IS CORRECT. I HAVE ATTACHED A COPY OF MY ORDERS AND APPROVED
 CG-4170A HERETO. CG-4170A N/A FOR SINGLE MEMBERS.
DATE SUBMITTED                                 APPLICANT'S SIGNATURE



                                                                 PREVIOUS EDITION IS OBSOLETE
PAGE 2 OF CG-5267 (6-99)
                                                                                   Encl. (17) to COMDTINST M11101.13D
                                                   Contents          Index
                                            SECTION B - HOUSING AUTHORITY ACTION
 1. APPLICATION EFFECTIVE DATE               2. DATE APPLICATION RECEIVED   3. DATE DD-1747 SENT TO APPLICANT


 4. WAITING LIST PLACED ON                   5. EFFECTIVE DATE              6. APPLICANT NOT PLACED ON WAITING LIST (Reason)


 7. APPLICANT ASSIGNED TO (Housing unit )    8. DATE OF ASSIGNMENT          9. BAH TERMINATION EMAIL COMPLETED ON (Date)


                                                          INSTRUCTIONS
                                                     SECTION A - APPLICATION

          ALL BLOCKS ARE SELF EXPLANATORY.

          THE APPLICATION MUST BE DATED AND SIGNED BY MEMBER.




                                            SECTION B - HOUSING AUTHORITY ACTION


          TO BE COMPLETED BY HOUSING AUTHORITY WHO WILL ACKNOWLEDGE RECEIPT
          OF APPLICATION, MAIL DD-1747, AND PLACE MEMBER ON WAITING LIST (if applicable)
          OR ADVISE REASONS MEMBER NOT PLACED ON WAITING LIST.
                                    Contents                             Index
                                                                              Encl. (18) to COMDTINST M11101.13D




                          STATUS OF HOUSING AVAILABILITY
1. FROM: Family Housing Office                    2. TO: Applicant's Name (Last, First, MI)
a. Installation Name
                                                  3. YOUR APPLICATION FOR MILITARY FAMILY
b. Phone (DSN)      (Commercial)                     HOUSING WILL BE EFFECTIVE (Day, Mo, Yr, Hour)


4. YOU ARE ADVISED THAT: a. You can expect military family housing to be available
      (1) Immediately upon your arrival                (3) Within 12 months of your arrival
      (2) Within approximately 30 days of your arrival (4) After 12 months or more, or not at all
4b. Considering the availability of family housing you (1) Temp
   should make alternative housing arrangements that   (2) Semi-Perm
   will be                                             (3) Permanent
c. Comments




5. HOUSING AVAILABILITY IN THE COMMUNITY IS:                   Good               Fair               Limited
6. YOU MUST CONTACT THE FAMILY HOUSING OFFICE (housing referral) UPON ARRIVAL BEFORE YOU
   MAKE HOUSING ARRANGEMENTS, AND TO BE INFORMED OF ANY CHANGES TO THE ABOVE.
7. SIGNATURE (Family Housing Office Representative)                       8. DATE (Day, Month, Year)


DD Form 1747, SEP 93 (EG)           Previous editions are obsolete.   Designed using Perform Pro, WHS/DIOR, Oct 94

                                                                                                 Reset
Contents   Index
                       Contents                  Index
                                              Encl. (19) to COMDTINST M11101.13D


                 UNITED STATES COAST GUARD RESIDENTIAL LEASE

  _______________                                        40__-__-__-L-P__-___-_
    (Lease Date)                                                 (Lease Number)
________________________________________________________________________________
THIS LEASE, made and entered into this date by and between the LESSOR named
below, hereafter called the LESSOR and the UNITED STATES COAST GUARD,
hereafter called the COAST GUARD.

1. THE LESSOR:

   1.a. NAME/s                            1.b. Tax Code/Social Security #:

          _______________________                ________________
          _______________________                Telephone: _______________

   1.c. Correspondence Address            1.d. Check Mailing Address:

          _______________________                _______________________
          _______________________                _______________________

   1.e. Lessor's interest in the property herein described is that of
        owner OR agent for owner:

   1.f. Lessor and/or owner (is OR is not) a Federal Employee.

   1.g. Lessor Successors: Should ownership of the premises pass to another
        individual or company, this lease is binding on the new owner.

WITNESSETH: The parties hereto for the considerations hereinafter mentioned
covenant and agree as follows:

2. THE LEASE:

   2.a.    The Lessor hereby leases to the Coast Guard the following
           described premises:

           Total Bdrms: ______      Total Baths: ________  Total Rooms:       __
           Square Feet: ______           County:________________
           Congressional Dist:____________________
           Construction Style: ___________________

           Address:   ________________________
                      ________________________

   2.b.   The Lessor shall furnish a refrigerator and stove. The Government
          does not accept liability for furnishing, draperies and curtains
          left in the unit nor are these items made part of this contract.
          All other Lessor furnished items shall be included and noted in the
          Inspection Report as explained in the General Provisions.

   2.c.  The premises are used to house members of the Coast Guard and their
         dependents, if any, regardless of race, color, religion, sex or
         national origin.
________________________________________________________________________________
                                       1    Coast Guard ______     Lessor ______

  DEPT. OF TRANSP., USCG, CG 5571 (9/94)
                       Contents                Index




                        UNITED STATES COAST GUARD RESIDENTIAL LEASE

  _______________                                        40__-__-__-L-P__-___-_
    (Lease Date)                                                 (Lease Number)
________________________________________________________________________________
2. THE LEASE: (cont'd)

   2.d.   The Lessor shall keep the premises free from pests in conformance
          with local and state health regulations.

   2.e.   Smoke detectors are installed in accordance with federal, state and
          local regulations. Hardwired: [ ] Yes, [ }No.

   2.f.   Automatic (Fire) Sprinkler Systems are installed in accordance
          with federal, state and local regulations: [ ] Yes, [ ]No, [ ]N/A.

   2.g.   Grounds care is OR is not performed by Lessor.

   2.h.   Pets are OR are not allowed.

   2.i.   Lessor does OR does not permit child care.

          2.i.(1) If permitted, no increase in rent or utilities will be paid
          to the Lessor.

          2.i.(2) Child care is defined to be in€home care of more than one
          but no more than six children other than occupant dependents at a
          minimum of 10 hours per week per child for compensation.

   2.j.   The Lessor agrees to comply with all federal, state, and local laws
          which apply to the ownership and operation of the premises, and will
          obtain at Lessor expense all necessary permits and related
          approvals, including but not limited to those for lead, radon,
          asbestos, and other environmental and safety measures.

3. THE TERM:

TO HAVE AND TO HOLD the said premises with their appurtenances for the
term beginning on _______________ through September 30, ____ subject to
termination and renewal rights as may be herein set forth. No lease shall
exceed a period of five years.

4. THE RENEWAL:

Annually, effective 1 October, this lease will be automatically renewed at the
option of the Coast Guard for the term stated in Clause 3, at the rate stated in
Clause 5.a. After a period of twelve months, the annual rate may be subject
to renegotiation. Evidence supporting rental rate adjustment, such as changes
in property taxes, insurance premiums and/or inflationary indices, must be
provided by the Lessor to the Coast Guard Local Housing Authority prior to the
first of July. Lessor failure to notify the Coast Guard of requested rate
adjustment will result in this lease being automatically renewed at the same
rate. Requests for adjustment to utility costs are addressed in Clauses 5.f
and 5.g of this lease.

No renewal shall extend beyond ______________, 1994.
________________________________________________________________________________
                                        2    Coast Guard ______    Lessor ______
  DEPT. OF TRANSP., USCG, CG 5571 (9/94)
                       Contents                Index




                    UNITED STATES COAST GUARD RESIDENTIAL LEASE

  _______________                                        40__-__-__-L-P__-___-_
    (Lease Date)                                                 (Lease Number)
________________________________________________________________________________
5. PAYMENT TO LESSOR:

   5.a.   The Coast Guard shall pay the Lessor an annual amount of
          $ _______ at the rate of $ _____ per month in arrears.
          The monthly payment is comprised of:

               for rent:    $   _________
          for utilities:    $   _________

   5.b.   Payments to the Lessor will be due on the 5th workday of the month
          for the preceding month's rent. The date of the check issued in
          payment shall be considered to be the date payment is made.

   5.c.   The Prompt Payment Act, Public Law 97-177 (96 Stat.85, 31 USC 1801)
          is applicable to payment under this contract and requires the
          payment to the Lessor of interest on overdue payment and improperly
          taken discounts. Determination of interest due will be made in
          accordance with the Prompt Payment Act and Office of Management and
          Budget Circular A-125.

   5.d.   Payments include all utility charges for heat, water, sewage, gas,
          electricity, and trash removal except in geographic locations where
          state and local regulations do not allow inclusion. Telephone and
          cable television are the responsibility of the occupant.

   5.e.   Rent for a lesser period shall be prorated as 1/30th of the per
          month rate.

   5.f.   The utility rate is based on an average monthly cost calculated over
          a twelve month period. Twelve (12) months after initial or
          subsequent occupancy, this lease may be adjusted upward or downward
          to compensate for incorrect estimates for utility amounts. It is
          the Lessor's responsibility to monitor utility consumption and to
          provide the Coast Guard with verifiable utility consumption
          documentation for a twelve (12) month period. Failure to provide
          required documentation will not justify utility payment adjustments.

   5.g.    It is the Lessor's responsibility to maintain all utility machinery
          in efficient operation. The Lessor is responsible to notify the Coast
          Guard immediately of any excessive utility costs. A one time utility
          payment may be authorized by the Coast Guard to compensate for veri-
          fiable utility abuse by the occupant. Documentation supporting utility
           abuse must be provided by the Lessor prior to reimbursement.

6. TERMINATION:

The Coast Guard may terminate this lease at any time by giving at least a
30 day notice in writing to the Lessor. Said notice shall be computed
commencing with the day after the date of mailing. No rental payment shall
accrue after the effective date of termination.

________________________________________________________________________________
                                        3    Coast Guard ______    Lessor ______
  DEPT. OF TRANSP., USCG, CG 5571 (9/94)




                                        3
                       Contents                Index



                    UNITED STATES COAST GUARD RESIDENTIAL LEASE

  _______________                                        40__-__-__-L-P__-___-_
    (Lease Date)                                                 (Lease Number)
________________________________________________________________________________
7. AVAILABILITY OF FUNDS:

Unless otherwise notified, funds will become available on the effective
date of this lease and any subsequent renewals. The Coast Guard's obligation
hereunder is contingent upon the availability of appropriated funds from which
payment for this contract can be made. No legal liability on the part of the
Coast Guard for payment of any money shall arise unless and until funds are
made available to the Contracting Officer for this procurement. You will be
notified immediately if funds do not become available for this procurement.

8. MODIFICATION TO CONTRACT:

The following Clauses within this lease may be modified using Form 5571B,
Modification to Contract, as consented to by the Lessor and the Leased Housing
Contracting Officer.: Clauses 1.a-f, 2.a-b, 2.g-i, 3 and 5.a. The
attached General Provisions may not be modified.

9. ATTACHMENTS:

Coast Guard Form 5571A, United States Coast Guard Residential Lease
General Provisions and the Condition Inspection Report are attached and
made a part hereof.

10. CONTRACTING OFFICER:

The Coast Guard Leased Housing Contracting Officer may be contacted at
the following address and telephone number:




                               Phone:

________________________________________________________________________________
LESSOR

    BY   _______________________________       _______________________________
                Lessor Signature                       Lessor Signature

UNITED STATES COAST GUARD

    BY
         _______________________________     __________________________________
                                             Leased Housing Contracting Officer
                                                Authority: 14 U.S.C. 475(a)



________________________________________________________________________________
                                        4    Coast Guard ______    Lessor ______

  DEPT. OF TRANSP., USCG, CG 5571 (9/94)
                                                      Contents                                     Index

                                             UNITED STATES COAST GUARD RESIDENTIAL LEASE
                                                          GENERAL PROVISIONS



SUBLETTING:     Th e C o a s t Gu a r d ma y s u b l e t a n y p a r t o f t h e p r e mi s e s b u t s h a l l n o t b e r e l i e v e d fr o m a n y
                obligation under this lease by reason of any such subletting.

DEPOSITS:       Th i s l e a s e i s t h e o n l y fi n a n c i a l a g r e e me n t c o v e r i n g t h e p r e mi s e s a n d n o e ffe c t s h a l l b e g i v e n t o
                a n y a g r e e me n t b e t we e n t h e Le s s o r a n d t h e C o a s t Gu a r d t e n a n t o c c u p yi n g t h e p r e mi s e s . N o
                d e p o s i t i s n o w h e l d n o r r e q u i r e d . An y d e p o s i t h e l d b y t h e l e s s o r u n d e r t e r ms o r c o n d i t i o n s o f a
                p r e v i o u s a r r a n g e me n t wi t h t h e C o a s t Gu a r d o c c u p a n t s h a l l b e r e t u r n e d n o l a t e r t h a n t h e
                e ffe c t i v e d a t e o f t h i s l e a s e .

MAINTENANCE:    E x c e p t fo r d a ma g e c a u s e d b y t h e a b u s e o r n e gl e c t o f o c c u p a n t s o r t h e i r gu e s t s , t h e Le s s o r s h a l l
                ma i n t a i n t h e p r e mi s e s , i n c l u d i n g t h e b u i l d i n g a n d a n y a n d a l l e q u i p me n t , fi x t u r e s , s e c u r i t y
                s e r v i c e s a n d a p p u r t e n a n c e s fu r n i s h e d b y t h e Le s s o r u n d e r t h i s l e a s e i n go o d r e p a i r a n d t e n a b l e
                c o n d i t i o n . Th e Le s s o r s h a l l a c c o mp l i s h r o u t i n e i n t e r i o r p a i n t i n g , n e c e s s a r y r e c a r p e t i n g , a n d
                o t h e r s i mi l a r r e p l a c e me n t a n d r e p a i r n o t l e s s t h a n o n c e e v e r y t h r e e ye a r s o f C o a s t Gu a r d
                o c c u p a n c y u n d e r t h i s l e a s e . Th e Le s s o r ma y a t r e a s o n a b l e t i me s , a n d wi t h t h e p e r mi s s i o n o f t h e
                a u t h o r i z e d C o a s t Gu a r d r e p r e s e n t a t i ve , e n t e r a n d i n s p e c t t h e p r e mi s e s a n d ma k e a n y r e p a i r s
                n e c e s s a r y. Th e Le s s o r i s n o t r e s p o n s i b l e fo r r e p l a c e me n t o f l i g h t b u l b s a n d fu s e s .

FAILURE IN:     R e n t p a yme n t s a r e d e p e n d e n t u p o n t h e Le s s o r p e r fo r mi n g fu n c t i o n s r e q u i r e d b y t h i s l e a s e . I f
PERFORMANCE:    t h e Le s s o r fa i l s t o p r o v i d e a n y s e r vi c e , u t i l i t y, ma i n t e n a n c e , r e q u i r e d e n vi r o n me n t a l o r s a fe t y
                mo d i fi c a t i o n s o r r e p a i r s r e q u i r e d b y t h i s l e a s e , t h e C o a s t Gu a r d ma y c o n t r a c t fo r o r p e r fo r m t h e
                s e r v i c e s , a n d d e d u c t t h e c o s t o f p e r fo r mi n g t h e s e r vi c e s fr o m t h e r e n t p a yme n t . As a n
                a l t e r n a t i v e , t h e C o a s t Gu a r d ma y r e d u c e t h e r e n t p a yme n t b y t h e v a l u e o f t h e s e r v i c e n o t
                p e r fo r me d ( a s d e t e r mi n e d b y t h e C o a s t Gu a r d Le a s e d H o u s i n g C o n t r a c t i n g O ffi c e r ) .

                I f t h e Le s s o r 's fa i l u r e t o p e r fo r m c a u s e s t h e C o a s t Gu a r d o c c u p a n t t o b e t e mp o r a r i l y h o u s e d
                e l s e wh e r e b e c a u s e o f u n t e n a b l e c o n d i t i o n s , t h e Le s s o r s h a l l b e r e s p o n s i b l e fo r a n y r e a s o n a b l e
                e xp e n s e s i n c u r r e d fo r s u c h t e mp o r a r y h o u s i n g.

                An u n t e n a b l e o r u n s a fe c o n d i t i o n n o t r e p a i r e d a n d / o r r e s t o r e d o r go o d fa i t h a t t e mp t s t o
                r e p a i r / r e s t o r e t o t e n a b l e c o n d i t i o n wi t h i n t we n t y- fo u r ( 2 4 ) h o u r s a ft e r Le s s o r n o t i fi c a t i o n b y t h e
                o c c u p a n t a n d / o r C o a s t Gu a r d s h a l l b e d e e me d fa i l u r e i n p e r fo r ma n c e b y t h e Le s s o r . O t h e r
                r e p a i r s a n d / o r r e s t o r a t i o n s s h a l l b e p e r fo r me d b y t h e Le s s o r wi t h d i l i g e n c e a n d wi t h i n a
                r e a s o n a b l e p e r i o d o f t i me a s d e t e r mi n e d b y t h e C o a s t Gu a r d Le a s e d H o u s i n g C o n t r a c t i n g
                O ffi c e r .

TERMINATION     I f t h e p r e mi s e s a r e n o t r e a d y fo r o c c u p a n c y o n t h e d a t e t h i s l e a s e i s t o c o mme n c e t h e C o a s t
FOR DEFAULT:    Gu a r d ma y, wi t h wr i t t e n n o t i c e t o t h e Le s s o r , t e r mi n a t e t h i s l e a s e . Th e Le s s o r wi l l b e l i a b l e fo r
                a n y d a ma g e s t o t h e C o a s t Gu a r d r e s u l t i n g fr o m t h e Le s s o r 's fa i l u r e t o h a ve t h e p r e mi s e s r e a d y
                fo r o c c u p a n c y o n t h e d a t e a g r e e d wh e t h e r t h i s l e a s e i s t e r mi n a t e d o r n o t .

                F a i l u r e b y t h e l e s s o r t o ma i n t a i n t h e p r e mi s e s i n t e n a b l e c o n d i t i o n ma y r e s u l t i n i mme d i a t e
                t e r mi n a t i o n a s d e t e r mi n e d b y t h e C o a s t Gu a r d Le a s e d H o u s i n g C o n t r a c t i n g O ffi c e r .

FIRE OR OTHER   I f t h e p r e mi s e s a r e d e s t r o ye d b y fi r e o r b y o t h e r c a s u a l t y, t h i s l e a s e wi l l i mme d i a t e l y
CASUALTY:       t e r mi n a t e . I f t h e p r e mi s e s a r e p a r t i a l l y d e s t r o ye d s o t h a t t h e y a r e u n t e n a b l e ( a s d e t e r mi n e d b y
                t h e C o a s t Gu a r d Le a s e d H o u s i n g C o n t r a c t i n g O ffi c e r ) t h e C o a s t Gu a r d ma y t e r mi n a t e t h i s l e a s e
                b y g i v i n g t h e Le s s o r wr i t t e n n o t i c e wi t h i n 1 5 d a ys a ft e r t h e p a r t i a l d e s t r u c t i o n . I f t h i s l e a s e i s
                t e r mi n a t e d i n t h i s wa y, n o r e n t wi l l a c c r u e a ft e r t h e p a r t i a l d e s t r u c t i o n . As a n a l t e r n a t i ve , t h e
                C o a s t Gu a r d ma y c h o o s e t o c o n t i n u e t o o c c u p y t h e p r e mi s e s a t a r e d u c e d r e n t , a gr e e d t o b y t h e
                Le s s o r a n d e ffe c t i v e t h e d a t e o f t h e p a r t i a l d e s t r u c t i o n .




DEPT. OF TRANSP., USCG, CG 5571A (7/93)                                              1
                                                         Contents                                    Index

                                                UNITED STATES COAST GUARD RESIDENTIAL LEASE
                                                             GENERAL PROVISIONS



FACILITIES NON-    ( a ) As u s e d i n t h i s p r o v i s i o n , t h e t e r m "fa c i l i t i e s " me a n s p o o l s , we i g h t r o o ms , r e s t r o o ms , l o c ke r
DISCRIMINATION :   r o o ms , s t o r e s , s h o p s , c l u b h o u s e s , a n d a n y o t h e r fa c i l i t y o f a p u b l i c n a t u r e a v a i l a b l e fo r u s e b y
                   t e n a n t s o f t h e c o mp l e x i n wh i c h t h e p r e mi s e s a r e l o c a t e d .

                   ( b ) Th e Le s s o r a g r e e s t h a t h e / s h e wi l l n o t d i s c r i mi n a t e b y s e gr e ga t i o n o r o t h e r wi s e a ga i n s t a n y
                   p e r s o n o r p e r s o n s b e c a u s e o f r a c e , c o l o r , r e l i gi o n , s e x , o r n a t i o n a l o r i gi n i n fu r n i s h i n g , o r b y
                   r e fu s i n g t o fu r n i s h , t o s u c h p e r s o n o r p e r s o n s t h e u s e o f a n y fa c i l i t y, i n c l u d i n g a n y a n d a l l
                   s e r vi c e s , p r i vi l e ge s , a c c o mmo d a t i o n s , a n d a c t i v i t i e s p r o v i d e d t h e r e b y. N o t h i n g h e r e i n s h a l l
                   r e q u i r e t h e fu r n i s h i n g t o t h e g e n e r a l p u b l i c o f t h e u s e o f a n y fa c i l i t y c u s t o ma r i l y fu r n i s h e d b y
                   t h e l e s s o r s o l e l y t o t e n a n t s , t h e i r gu e s t s a n d i n vi t e e s .

                   ( c ) I t i s a g r e e d t h a t t h e Le s s o r 's n o n c o mp l i a n c e wi t h t h e p r o v i s i o n s o f t h i s s e c t i o n s h a l l
                   c o n s t i t u t e a ma t e r i a l b r e a c h o f t h i s l e a s e . I n t h e e v e n t o f s u c h n o n c o mp l i a n c e , t h e C o a s t Gu a r d
                   ma y t a k e a p p r o p r i a t e a c t i o n t o e n fo r c e c o mp l i a n c e , ma y t e r mi n a t e t h i s l e a s e , o r ma y p u r s u e s u c h
                   o t h e r r e me d i e s a s ma y b e p r o v i d e d b y l a w. I n t h e e v e n t o f t e r mi n a t i o n , t h e Le s s o r s h a l l b e l i a b l e
                   fo r a l l e x c e s s c o s t s o f t h e C o a s t Gu a r d i n a c q u i r i n g s u b s t i t u t e h o u s i n g , i n c l u d i n g b u t n o t l i mi t e d
                   t o t h e c o s t o f mo v i n g t o s u c h h o u s i n g . S u b s t i t u t e h o u s i n g s h a l l b e o b t a i n e d i n a s c l o s e p r o xi mi t y
                   t o t h e p r e mi s e s a s i s fe a s i b l e a n d mo v i n g c o s t s wi l l b e l i mi t e d t o a c t u a l e x p e n s e s t h e r e o f
                   incurred.

                   ( d ) I t i s fu r t h e r a g r e e d t h a t fr o m a n d a ft e r t h e e ffe c t i ve d a t e o f t h i s l e a s e t h e Le s s o r wi l l , a t s u c h
                   t i me a s a n y a g r e e me n t i s t o b e e n t e r e d i n t o o r a c o n c e s s i o n i s t o b e p e r mi t t e d t o o p e r a t e , i n c l u d e
                   o r r e q u i r e t h e i n c l u s i o n o f t h e fo r e g o i n g p r o v i s i o n s o f t h i s c l a u s e i n e v e r y s u c h a g r e e me n t o r
                   c o n c e s s i o n p u r s u a n t t o wh i c h a n y p e r s o n o t h e r t h a n t h e Le s s o r o p e r a t e s o r h a s t h e r i gh t t o
                   o p e r a t e a n y fa c i l i t y. N o t h i n g h e r e i n c o n t a i n e d , h o we v e r , s h a l l b e d e e me d t o r e q u i r e t h e
                   i n c l u s i o n o f t h e fo r e g o i n g p r o vi s i o n s o f t h i s c l a u s e i n a n y e x i s t i n g a g r e e me n t o r c o n c e s s i o n
                   a r r a n g e me n t o r o n e i n wh i c h t h e c o n t r a c t i n g p a r t y o t h e r t h a n t h e Le s s o r h a s t h e u n i l a t e r a l r i gh t
                   t o r e n e w o r e x t e n d . Th e Le s s o r a l s o a gr e e s t h a t i t wi l l t a ke a n y a n d a l l l a wfu l a c t i o n s a s
                   e x p e d i t i o u s l y a s p o s s i b l e , wi t h r e s p e c t t o a n y s u c h a g r e e me n t a s t h e C o a s t Gu a r d ma y d i r e c t , a s
                   a me a n s o f e n fo r c i n g t h e i n t e n t o f t h i s c l a u s e , i n c l u d i n g b u t n o t l i mi t e d t o , t e r mi n a t i o n o f t h e
                   a gr e e me n t o r c o n c e s s i o n a n d i n s t i t u t i o n o f c o u r t a c t i o n .


INSPECTION         A j o i n t p h ys i c a l i n s p e c t i o n r e p o r t o f t h e p r e mi s e s s h a l l b e ma d e a s o f t h e e ffe c t i v e d a t e o f t h i s
REPORT:            l e a s e , r e fl e c t i n g t h e t h e n p r e s e n t c o n d i t i o n , a n d wi l l b e s i g n e d b y b o t h t h e Le s s o r a n d t h e
                   a u t h o r i z e d C o a s t Gu a r d r e p r e s e n t a t i ve .

ASSIGNMENT OF      Th e r i g h t t o p a yme n t s s h a l l n o t b e t r a n s fe r r e d b y t h e Le s s o r t o a n y o t h e r p a r t y, a n d a n y s u c h
CLAIMS:            t r a n s fe r s h a l l c a u s e a n n u l me n t o f t h i s l e a s e s o fa r a s t h e C o a s t Gu a r d i s c o n c e r n e d . E xc e p t a s
                   s p e c i fi e d fo r Le s s o r S u c c e s s o r s o f C l a u s e 1 . g . o f t h i s l e a s e , r e n t p a yme n t s a n d a n y o t h e r c l a i ms
                   p a ya b l e s h a l l b e ma d e o n l y t o t h e Le s s o r d e s c r i b e d i n t h i s l e a s e .

EQUAL              ( Th i s c l a u s e o n l y a p p l i e s t o l e a s e s o v e r $ 1 0 , 0 0 0 a n n u a l l y. ) D u r i n g t h e t e r m o f t h i s l e a s e , t h e
OPPORTUNITY:       l e s s o r a g r e e s a s fo l l o ws :

                   ( a ) Th e Le s s o r wi l l n o t d i s c r i mi n a t e a ga i n s t a n y e mp l o ye e o r a p p l i c a n t fo r e mp l o yme n t b e c a u s e
                   o f r a c e , c o l o r , r e l i g i o n , s e x , o r n a t i o n a l o r i g i n . Th e Le s s o r wi l l t a k e a ffi r ma t i v e a c t i o n t o e n s u r e
                   t h a t a p p l i c a n t s a r e e mp l o ye d , a n d t h a t e mp l o ye e s a r e t r e a t e d d u r i n g e mp l o yme n t , wi t h o u t r e ga r d
                   t o t h e i r r a c e , c o l o r , r e l i g i o n , s e x , o r n a t i o n a l o r i gi n . S u c h a c t i o n s h a l l i n c l u d e , b u t n o t b e
                   l i mi t e d t o , t h e fo l l o wi n g : E mp l o yme n t , u p g r a d i n g , d e mo t i o n , o r t r a n s fe r ; r e c r u i t me n t o r
                   r e c r u i t me n t a d v e r t i s i n g ; l a yo ff o r t e r mi n a t i o n ; r a t e s o f p a y o r o t h e r fo r ms o f c o mp e n s a t i o n ; a n d
                   s e l e c t i o n fo r t r a i n i n g , i n c l u d i n g a p p r e n t i c e s h i p . Th e Le s s o r a gr e e s t o p o s t i n c o n s p i c u o u s
                   p l a c e s , a v a i l a b l e t o e mp l o ye e s a n d a p p l i c a n t s fo r e mp l o yme n t , n o t i c e s t o b e p r o v i d e d b y t h e
                   C o a s t Gu a r d Le a s e d H o u s i n g C o n t r a c t i n g O ffi c e r s e t t i n g fo r t h t h e p r o v i s i o n s o f t h i s E q u a l
                   Opportunity clause.




DEPT. OF TRANSP., USCG, CG 5571A (7/93)                                               2
                                                      Contents                                    Index

                                             UNITED STATES COAST GUARD RESIDENTIAL LEASE
                                                          GENERAL PROVISIONS


EQUAL            ( b ) Th e Le s s o r wi l l , i n a l l s o l i c i t a t i o n s o r a d v e r t i s e me n t s fo r e mp l o ye e s p l a c e d b y o r o n b e h a l f
OPPORTUNITY:    o f t h e Le s s o r , s t a t e t h a t a l l q u a l i fi e d a p p l i c a n t s wi l l r e c e i v e c o n s i d e r a t i o n fo r e mp l o yme n t
(continued)     wi t h o u t r e g a r d t o r a c e , c o l o r , r e l i g i o n , s e x , o r n a t i o n a l o r i g i n .

                ( c ) Th e Le s s o r wi l l s e n d t o e a c h l a b o r u n i o n o r r e p r e s e n t a t i v e o f wo r k e r s wi t h wh i c h h e h a s a
                c o l l e c t i v e b a r g a i n i n g a g r e e me n t o r o t h e r c o n t r a c t o r u n d e r s t a n d i n g, a n o t i c e , t o b e p r o vi d e d b y
                t h e C o a s t Gu a r d Le a s e d H o u s i n g C o n t r a c t i n g O ffi c e r , a d v i s i n g t h e l a b o r u n i o n o r wo r k e r s '
                r e p r e s e n t a t i v e o f t h e Le s s o r 's c o mmi t me n t s u n d e r t h i s E q u a l O p p o r t u n i t y c l a u s e , a n d s h a l l p o s t
                c o p i e s o f t h e n o t i c e i n c o n s p i c u o u s p l a c e s a v a i l a b l e t o e mp l o ye e s a n d a p p l i c a n t s fo r e mp l o yme n t .

                ( d ) Th e Le s s o r wi l l c o mp l y wi t h a l l p r o v i s i o n s o f E x e c u t i v e O r d e r N o . 1 1 2 4 6 o f S e p t e mb e r 2 4 ,
                1 9 6 5 , a n d wi t h t h e r u l e s , r e g u l a t i o n s , a n d r e l e va n t o r d e r s o f t h e S e c r e t a r y o f La b o r .

                ( e ) Th e Le s s o r wi l l fu r n i s h a l l i n fo r ma t i o n a n d r e p o r t s r e q u i r e d b y E x e c u t i v e O r d e r N o . 1 1 2 4 6 o f
                S e p t e mb e r 2 4 , 1 9 6 5 , a n d wi t h t h e r u l e s , r e gu l a t i o n s , a n d o r d e r s o f t h e S e c r e t a r y o f La b o r , o r
                p u r s u a n t t h e r e t o , a n d wi l l p e r mi t a c c e s s t o b o o ks , r e c o r d s , a n d a c c o u n t s b y t h e c o n t r a c t i n g
                a g e n c y a n d t h e S e c r e t a r y o f La b o r fo r p u r p o s e s o f i n v e s t i g a t i o n t o a s c e r t a i n c o mp l i a n c e wi t h
                s u c h r u l e s , r e g u l a t i o n s , a n d o r d e r s . ( R e p o r t i n g r e q u i r e me n t s a p p l y o n l y t o l e a s e s o ve r $ 5 0 , 0 0 0 ,
                a n n u a l l y a n d Le s s o r s wi t h o ve r 5 0 e mp l o ye e s . )

                ( f) I n t h e e v e n t o f t h e Le s s o r 's n o n c o mp l i a n c e wi t h t h e E q u a l O p p o r t u n i t y c l a u s e o f t h i s c o n t r a c t
                o r wi t h a n y o f t h e s a i d r u l e s , r e gu l a t i o n s , o r o r d e r s , t h i s c o n t r a c t ma y b e c a n c e l e d , t e r mi n a t e d , o r
                s u s p e n d e d , i n wh o l e o r i n p a r t , a n d t h e Le s s o r ma y b e d e c l a r e d i n e l i gi b l e fo r fu r t h e r C o a s t Gu a r d
                c o n t r a c t s i n a c c o r d a n c e wi t h p r o c e d u r e s a u t h o r i z e d i n E xe c u t i ve O r d e r N o . 1 1 2 4 6 o f S e p t e mb e r
                2 4 , 1 9 6 5 , a n d s u c h o t h e r s a n c t i o n s ma y b e i mp o s e d a n d r e me d i e s i n vo ke d a s p r o vi d e d i n
                E x e c u t i v e O r d e r N o . 1 1 2 4 6 o f S e p t e mb e r 2 4 , 1 9 6 5 , o r b y r u l e , r e gu l a t i o n , o r o r d e r o f t h e
                S e c r e t a r y o f La b o r , o r a s o t h e r wi s e p r o vi d e d b y l a w.

                ( g) Th e Le s s o r wi l l i n c l u d e t h e p r o v i s i o n s o f p a r a g r a p h s ( a ) t h r o u g h ( g ) i n e v e r y s u b c o n t r a c t o r
                p u r c h a s e o r d e r u n l e s s e x e mp t e d b y r u l e s , r e gu l a t i o n s , o r o r d e r s o f t h e S e c r e t a r y o f La b o r i s s u e d
                p u r s u a n t t o s e c t i o n 2 0 4 o f E x e c u t i ve O r d e r N o . 1 1 2 4 6 o f S e p t e mb e r 2 4 , 1 9 6 5 , s o t h a t s u c h
                p r o v i s i o n s wi l l b e b i n d i n g u p o n e a c h s u b c o n t r a c t o r o r v e n d o r . Th e Le s s o r wi l l t a k e s u c h a c t i o n
                wi t h r e s p e c t t o a n y s u b c o n t r a c t o r p u r c h a s e o r d e r a s t h e c o n t r a c t i n g a g e n c y ma y d i r e c t a s a
                me a n s o f e n fo r c i n g s u c h p r o v i s i o n s , i n c l u d i n g s a n c t i o n s fo r n o n c o mp l i a n c e : P r o vi d e d , h o we ve r ,
                t h a t i n t h e e v e n t t h e Le s s o r b e c o me s i n vo l ve d i n , o r i s t h r e a t e n e d wi t h l i t i ga t i o n wi t h a
                s u b c o n t r a c t o r o r v e n d o r a s a r e s u l t o f s u c h d i r e c t i o n b y t h e C o a s t Gu a r d , t h e Le s s o r ma y r e q u e s t
                t h e C o a s t Gu a r d t o e n t e r i n t o s u c h l i t i g a t i o n t o p r o t e c t t h e i n t e r e s t s o f t h e C o a s t Gu a r d .

COVENANT        Th e Le s s o r wa r r a n t s t h a t n o p e r s o n o r s e l l i n g a ge n c y h a s b e e n e mp l o ye d o r r e t a i n e d t o s o l i c i t o r
AGAINST         s e c u r e t h i s l e a s e u p o n a n a g r e e me n t o r u n d e r s t a n d i n g fo r c o mmi s s i o n , p e r c e n t a ge , b r o ke r a ge , o r
CONTINGENT      c o n t i n g e n t fe e , e x c e p t b o n a fi d e e mp l o ye e s o r b o n a fi d e e s t a b l i s h e d c o mme r c i a l o r s e l l i n g
FEES:
                a g e n c i e s ma i n t a i n e d b y t h e Le s s o r fo r t h e p u r p o s e o f s e c u r i n g b u s i n e s s . F o r b r e a c h o r v i o l a t i o n
                o f t h i s wa r r a n t y, t h e C o a s t Gu a r d s h a l l h a v e t h e r i g h t t o a n n u l t h i s l e a s e wi t h o u t l i a b i l i t y o r i n
                i t s d e s c r i p t i o n t o d e d u c t fr o m t h e r e n t a l p r i c e o r c o n s i d e r a t i o n , o r o t h e r wi s e r e c o ve r , t h e fu l l
                a mo u n t o f s u c h c o mmi s s i o n , p e r c e n t a ge , b r o k e r a g e o r c o n t i n g e n t fe e . ( Li c e n s e d r e a l e s t a t e
                a g e n t s o r b r o k e r s h a v i n g l i s t i n g s o n p r o p e r t y fo r r e n t , i n a c c o r d a n c e wi t h g e n e r a l b u s i n e s s
                p r a c t i c e a n d wh o h a v e n o t o b t a i n e d s u c h l i c e n s e s fo r t h e s o l e p u r p o s e o f e ffe c t i n g t h i s l e a s e , ma y
                b e c o n s i d e r e d a s b o n a fi d e e mp l o ye e s o r a ge n c i e s wi t h i n t h e e xc e p t i o n c o n t a i n e d i n t h i s
                p r o vi s i o n . )

OFFICIALS NOT   N o me mb e r o f o r d e l e g a t e t o C o n g r e s s wi l l r e c e i v e a n y mo n e y o r o t h e r b e n e fi t fr o m t h i s l e a s e .
TO BENEFIT:     Th e o n l y e x c e p t i o n t o t h i s p r o v i s i o n i s i f t h e Le s s o r i s a c o r p o r a t i o n i n wh i c h t h e me mb e r o r
                d e l e g a t e t o C o n g r e s s o wn s s h a r e s .




DEPT. OF TRANSP., USCG, CG 5571A (7/93)                                             3
                                                   Contents                                     Index

                                          UNITED STATES COAST GUARD RESIDENTIAL LEASE
                                                       GENERAL PROVISIONS


CLAIMS AND   Th e C o a s t Gu a r d wi l l r e i mb u r s e t h e Le s s o r , u p o n s u b mi s s i o n o f a j u s t a n d d o c u me n t e d c l a i m, fo r
DISPUTES:    d a ma g e s b e yo n d t h e n o r ma l we a r a n d t e a r wh i c h ma y b e c a u s e d b y t h e C o a s t Gu a r d o c c u p a n t
             t h r o u g h n e g l e c t o r a b u s e . D a ma g e l i a b i l i t y i s s p e c i fi c a l l y l i mi t e d t o t h o s e i t e ms d a ma ge d b y
             a b u s e o r n e g l i g e n c e o f t h e o c c u p a n t a n d h i s o r h e r d e p e n d e n t s a n d gu e s t s .

             a . Th i s c o n t r a c t i s s u b j e c t t o t h e C o n t r a c t D i s p u t e s Ac t o f 1 9 7 8 , a s a me n d e d ( 4 1 U . S . C . 6 0 1 - 6 1 3 ) ,
             provided herein:

                a . 1 . Th e Le s s o r mu s t d e l i v e r a n y c l a i m t o t h e C o a s t Gu a r d n o t l a t e r t h a n s i x t y ( 6 0 ) c a l e n d a r
             d a ys a ft e r l e a s e t e r mi n a t i o n .

                a . 2 . Th e C l a i m mu s t :

                           ( a ) b e i n wr i t i n g ,

                           ( b ) s t a t e a t o t a l c l a i m a mo u n t ( s u m c e r t a i n ) ,

                           ( c ) i d e n t i fy i n d i v i d u a l d a ma g e / c l a i m i t e ms ,

                           ( d ) b e s u p p o r t e d wi t h r e c e i p t s o r e s t i ma t e s a s fo l l o ws :

                                  * i f t h e i t e m i s l e s s t h a n $ 2 0 0 , o n e r e c e i p t o r e s t i ma t e .
                                  * i f t h e i t e m i s $ 2 0 0 o r mo r e , t wo e s t i ma t e s .

                           ( e ) c o n t a i n a s i g n a t u r e a s e x p l a i n e d b e l o w.

             b . E x c e p t a s p r o v i d e d i n t h e Ac t a n d t h e a b o v e , a l l d i s p u t e s a r i s i n g u n d e r o r r e l a t i n g t o t h i s
             contract shall be resolved under this clause.

             c . "C l a i m, " a s u s e d i n t h e c l a u s e , me a n s a wr i t t e n d e ma n d o r wr i t t e n a s s e r t i o n b y o n e o f t h e
             c o n t r a c t i n g p a r t i e s s e e k i n g , a s a ma t t e r o f r i g h t , t h e p a yme n t o f mo n e y i n a s u m c e r t a i n , t h e
             a d j u s t me n t o r i n t e r p r e t a t i o n o f c o n t r a c t t e r ms , o r o t h e r r e l i e f a r i s i n g u n d e r o r r e l a t i n g t o t h i s
             contract. A claim arising under a contract, unlike a claim relating to that contract, is a claim that
             c a n b e r e s o l v e d u n d e r a c o n t r a c t c l a u s e t h a t p r o v i d e s fo r t h e r e l i e f s o u g h t b y t h e c l a i ma n t .
             H o we ve r , a wr i t t e n d e ma n d o r wr i t t e n a s s e r t i o n b y t h e C o n t r a c t o r s e e k i n g t h e p a yme n t o f mo n e y
             e x c e e d i n g $ 5 0 , 0 0 0 i s n o t a c l a i m u n d e r t h e Ac t u n t i l c e r t i fi e d a s r e q u i r e d b y s u b p a r a g r a p h d . 2 .
             b e l o w. A v o u c h e r , i n v o i c e , o r o t h e r r o u t i n e r e q u e s t fo r p a yme n t t h a t i s n o t i n d i s p u t e wh e n
             s u b mi t t e d i s n o t a c l a i m u n d e r t h e Ac t . Th e s u b mi s s i o n ma y b e c o n v e r t e d t o a c l a i m u n d e r t h e
             Ac t , b y c o mp l yi n g wi t h t h e s u b mi s s i o n a n d c e r t i fi c a t i o n r e q u i r e me n t s o f t h i s c l a u s e , i f i t i s
             d i s p u t e d e i t h e r a s t o l i a b i l i t y o r a mo u n t o r i s n o t a c t e d u p o n i n a r e a s o n a b l e t i me .

              d . 1 . A c l a i m b y t h e C o n t r a c t o r s h a l l b e ma d e i n wr i t i n g a n d s u b mi t t e d t o t h e C o a s t Gu a r d Le a s e d
             H o u s i n g C o n t r a c t i n g O ffi c e r fo r wr i t t e n d e c i s i o n . A c l a i m b y t h e C o a s t Gu a r d a g a i n s t t h e
             C o n t r a c t o r s h a l l b e s u b j e c t t o a wr i t t e n d e c i s i o n b y t h e C o a s t Gu a r d Le a s e d H o u s i n g C o n t r a c t i n g
             O ffi c e r .

               d . 2 . F o r C o n t r a c t o r c l a i ms e x c e e d i n g $ 5 0 , 0 0 0 , t h e C o n t r a c t o r s h a l l s u b mi t wi t h t h e c l a i m a
             c e r t i fi c a t i o n t h a t :

             ( i ) Th e c l a i m i s ma d e i n g o o d fa i t h ;

             ( i i ) S u p p o r t i n g d a t a a r e a c c u r a t e a n d c o mp l e t e t o t h e b e s t o f t h e C o n t r a c t o r ' s k n o wl e d ge a n d
             b e l i e f; a n d

             ( i i i ) Th e a mo u n t r e q u e s t e d a c c u r a t e l y r e fl e c t s t h e c o n t r a c t a d j u s t me n t fo r wh i c h t h e C o n t r a c t o r
             b e l i e v e s t h e C o a s t Gu a r d i s l i a b l e .




DEPT. OF TRANSP., USCG, CG 5571A (7/93)                                          4
                                                     Contents                                      Index

                                                          COAST
                                            UNITED STATES COAST GUARD RESIDENTIAL LEASE
                                                         GENERAL PROVISIONS



CLAIMS AND    d . 3 . ( i ) I f t h e C o n t r a c t o r i s a n i n d i v i d u a l , t h e c e r t i fi c a t i o n s h a l l b e e x e c u t e d b y t h a t i n d i vi d u a l .
DISPUTES:
(continued)   ( i i ) I f t h e C o n t r a c t o r i s n o t a n i n d i v i d u a l , t h e c e r t i fi c a t i o n s h a l l b e e x e c u t e d b y:

              A s e n i o r c o mp a n y o ffi c i a l i n c h a r g e a t t h e C o n t r a c t o r ' s p l a n t o r l o c a t i o n i n v o l v e d , o r

              An o ffi c e r o r ge n e r a l p a r t n e r o f t h e C o n t r a c t o r h a v i n g o v e r a l l r e s p o n s i b i l i t y fo r t h e c o n d u c t o f t h e
              C o n t r a c t o r 's a ffa i r s .

              e . F o r C o n t r a c t o r c l a i ms o f $ 5 0 , 0 0 0 o r l e s s , t h e C o a s t Gu a r d Le a s e d H o u s i n g C o n t r a c t i n g O ffi c e r
              mu s t , i f r e q u e s t e d i n wr i t i n g b y t h e C o n t r a c t o r , r e n d e r a d e c i s i o n wi t h i n 6 0 d a ys o f t h e r e q u e s t .
              F o r C o n t r a c t o r - c e r t i fi e d c l a i ms o ve r $ 5 0 , 0 0 0 , t h e C o a s t Gu a r d Le a s e d H o u s i n g C o n t r a c t i n g
              O ffi c e r mu s t , wi t h i n 6 0 d a ys , d e c i d e t h e c l a i m o r n o t i fy t h e C o n t r a c t o r o f t h e d a t e b y wh i c h t h e
              d e c i s i o n wi l l b e ma d e .

              f. Th e C o a s t Gu a r d Le a s e d H o u s i n g C o n t r a c t i n g O ffi c e r ' s d e c i s i o n s h a l l b e fi n a l u n l e s s t h e
              C o n t r a c t o r a p p e a l s o r fi l e s a s u i t a s p r o vi d e d i n t h e Ac t .

              g. At t h e t i me a c l a i m b y t h e C o n t r a c t o r i s s u b mi t t e d t o t h e C o a s t Gu a r d Le a s e d H o u s i n g
              C o n t r a c t i n g O ffi c e r o r a c l a i m b y t h e C o a s t Gu a r d i s p r e s e n t e d t o t h e C o n t r a c t o r , t h e p a r t i e s , b y
              mu t u a l c o n s e n t , ma y a g r e e t o u s e a l t e r n a t i v e me a n s o f d i s p u t e r e s o l u t i o n . Wh e n u s i n g a l t e r n a t i ve
              d i s p u t e r e s o l u t i o n p r o c e d u r e s , a n y c l a i m, r e ga r d l e s s o f a mo u n t , s h a l l b e a c c o mp a n i e d b y t h e
              c e r t i fi c a t e d e s c r i b e d i n p a r a g r a p h d . 2 . o f t h i s c l a u s e a n d e x e c u t e d i n a c c o r d a n c e wi t h p a r a g r a p h
              d.3. of this clause.

              h . Th e C o a s t Gu a r d s h a l l p a y i n t e r e s t o n t h e a mo u n t fo u n d d u e a n d u n p a i d fr o m ( 1 ) t h e d a t e t h e
              C o a s t Gu a r d Le a s e d H o u s i n g C o n t r a c t i n g O ffi c e r r e c e i v e s t h e c l a i m ( p r o p e r l y c e r t i fi e d i f
              r e q u i r e d ) , o r ( 2 ) t h e d a t e p a yme n t o t h e r wi s e wo u l d b e d u e , i f t h a t d a t e i s l a t e r , u n t i l t h e d a t e o f
              p a yme n t . S i mp l e i n t e r e s t o n c l a i ms s h a l l b e p a i d a t t h e r a t e , fi x e d b y t h e S e c r e t a r y o f t h e
              Tr e a s u r y a s p r o vi d e d i n t h e Ac t , wh i c h i s a p p l i c a b l e t o t h e p e r i o d d u r i n g wh i c h t h e C o a s t Gu a r d
              Le a s e d H o u s i n g C o n t r a c t i n g O ffi c e r r e c e i v e s t h e c l a i m a n d t h e n a t t h e r a t e a p p l i c a b l e fo r e a c h 6
              mo n t h p e r i o d a s fi xe d b y t h e Tr e a s u r y S e c r e t a r y d u r i n g t h e p e n d e n c y o f t h e c l a i m.

              i . Th e C o n t r a c t o r s h a l l p r o c e e d d i l i g e n t l y wi t h p e r fo r ma n c e o f t h i s c o n t r a c t , p e n d i n g fi n a l
              r e s o l u t i o n o f a n y r e q u e s t fo r r e l i e f, c l a i m, a p p e a l , o r a c t i o n a r i s i n g u n d e r t h e c o n t r a c t , a n d
              c o mp l y wi t h a n y d e c i s i o n o f t h e C o a s t Gu a r d Le a s e d H o u s i n g C o n t r a c t i n g O ffi c e r .




DEPT. OF TRANSP., USCG, CG 5571A (7/93)                                             5
Contents   Index
                                                                         Contents                                          Index
                                                                                                                                     Encl. (20) to COMDTINST M11101.13D
                                                                                                                                     Read instructions on the back of this form           OMB No.
    FURNISHING CUSTODY RECEIPT AND CONDITION REPORT                                                                                  before completing.                                   Expires
                  (This form is subject to the Privacy Act of 1974 – See reverse)
                                                                                            Agency Disclosure Notice
This form is currently in the official review process, but has not yet received a new or revalidated OMB control number. Therefore, in accordance with the Paperwork Reduction Act of 1995, you may not be
penalized for failing to provide the information requested herein. Furthermore, this protection may be raised as a complete defense or bar to any administrative process or judicial action taken by the federal
government on a matter arrising from or related to the information requested in this form.

                                   CONDITION CODES (For columns D, F, and H)




                                                                                                                                                                                                                          NAME
BE – Bent       FA – Faded         RU – Rusted       CG – Chipped            LO – Loose                                                                                  TR – Torn
BR – Broken     GG – Gouged        SC- Scratched     DE – Dented             MA – Marred                                                                                 WR – Worn Badly
BU – Burned     GO – Good          SO – Soiled       NE – New                RB – Rubbed                                                                                 ZC – Cracked
NO. OF BEDROOMS             NO. IN FAMILY                                     SIGNATURES


I hereby designate the individual named below as authorized
to receipt for property


                         (Typed Name of Occupant)




                                                                                                                                                                                                                          GRADE
                            (Signature of Occupant)


                            (Signature of Sponsor)

                  ITEM DESCRIPTION                                      STOCK NO.                ISS.        COND          ISS.      COND          ISS.       COND            TURN IN            BAL.




                                                                                                                                                                                                                          SSN
                          A                                                 B                     C            D             E         F            G           H                I                J




                                                                                                                                                                                                                          ORGANIZATION
                                                                                                                                                                                                                          QUARTERS ADDRESS
                                                                                                                                                                                                                   DUTY
                                                                                                                                                                                                                                 PHONES
                                                                                                                                                                                                                   HOME




AF FORM 228, MAY 97 (EF-V1)                                                             PREVIOUS EDITION IS OBSOLETE.
                                                          Contents                                Index
                                                                                                          Encl. (20) to COMDTINST M11101.13D


                                                                    PRIVACY ACT STATEMENT
AUTHORITY: 10 USC 8012; 10 USC 9837 and 10 USC 9840.
PRINCIPAL PURPOSES: To provide issuing offices a custody receipt for both housekeeping and non-housekeeping quarters
furnishings and equipment issued to authorized customers.
ROUTINE USE(S): SSN is used for positive identification.
DISCLOSURE: Providing your SSN is voluntary. Some of the information in this form is privileged and cannot be disclosed without
your consent. You are not required to complete this form, but failure to do so may result in the denial of furnishings and equipment.

                                                                            INSTRUCTIONS

1. AF Form 228 will be completed in duplicate by the occupant and the issuing office representative, the original
being retained by the issuing office.

2. Upon termination of the quarters occupancy or upon turning in any item, all Government furnished property must be essentially in
the same condition as issued, except for deterioration deemed to be fair wear and tear.

3. Each transaction for the receipt of property must be acknowledged by signature of the sponsor or authorized
representative. Each turn-in transaction must be acknowledged by signature of the issuing office representative.

4. Item condition remarks, is any, will be recorded in the space below.

5. When deemed necessary, descriptions and stock numbers of items commonly issued may be locally overprinted.

6. Personnel signing AF Form 228 for furnishings will be held responsible in accordance with AFI32-6004,
Accounting and Reporting of Government Property Lost, Damaged, or Destroyed, for loss or damage (other than
fair wear and tear) of all items in their custody.

7. Furnishings will not be removed from or exchanged between quarters unless approved by the issuing office.

8. Upon termination of quarters, all personnel must clear their account with the issuing office. If loss or damage
exists, AFI32-6004, will be used to reconcile the discrepancy.

9. Columnar Use:
      Column                  A         -   Self-explanatory
      Column                  B         -   Self-explanatory
      Column                  C         -   Number of items issued and occupant’s signature.
      Column                  D         -   Condition code of item
      Column                  E-H       -   Used for the subsequent issues of the same item or different items (so that the initials and date will reflect the separate
                                            issue).
      Column                  I         -   Number of items turned in and issuing office representative’s signature and date.
      Column                  J         -   Current balance in occupant’s quarters.




REMARKS




AF FORM 228, MAY 97 (EF-V1) (REVERSE)
                                                         Contents                                             Index
                                                                                                      Encl (21) to COMDTINST M11101.13D

DEPARTMENT OF
TRANSPORTATION
U.S. COAST GUARD                                UPH FURNISHINGS AND EQUIPMENT FUNDING REQUEST
CG-5427 (6-99)

UNIT NAME                                                                         BUILDING NAME                                                                       OPFAC


                                       PRESENT ITEMS                                                       REQUESTED ITEMS
                                                         DISPOSAL
      ITEM                 AGE (YRS) OR               CONDITION CODE
                           REPLACEMENT                (See COMDTINST
                                                                                      QUANTITY                 COST PER ITEM                 TOTAL COST                 COMMENTS
                                                       M4500.5(series)




                                                                                                              GRAND TOTAL
I CERTIFY that the repair costs for the above requested replacement furnishings exceed 75 percent of the replacement costs and any requested appliances are beyond economical repair per
article 8-E-2, Housing Manual, COMDTINST M11101.13(series).


NAME AND TITLE OF SIGNING OFFICIAL                                                 SIGNATURE                                                                          DATE
Contents   Index
                                    Contents              Index
                                                                  Encl. (22) to COMDTINST M11101.13D
                        Permanent Party UPH Occupancy Report
for the Month of              . Building Name or Number:                . Year Built: _______
          Room #
              Bed #
    Room Type
    Room Sqft
       1
       2
       3
       4
       5
       6
       7
       8
       9
       10
       11
       12
       13
     Calendar Day




       14
       15
       16
       17
       18
       19
       20
       21
       22
       23
       24
       25
       26
       27
       28
       29
       30
       31
(See notes on reverse)
    Occupancy =   Total bed          ÷   total bed days    =   TOTAL OCCUPANCY     %    # of UPLH
                  days assigned          available             RATE OF                  units ______
DEPT. OF TRANSP., USCG, CG-5660 (7-00)
Locally Reproduced
                       Contents           Index




Transient Notes:

Room # = Self-explanatory

Bed # = Identifies several beds (A, B, C) within a room

Room Type = "      "WE "   – Watchstander Enlisted
                   "WO"    - Watchstander Officer
                   "OOD"   – Officer of the Day
                   "SE"    - TAD Student Enlisted/Cadet/OCS/Recruit
                   "SO"    - TAD Student Officer
                   "TE"    - Transient Enlisted
                   "TO"    - Transient Officer
                   "TD"    - Temporary Diversion
                   "GEO"    - Voluntary Geographic Bachelor, counted
                                   as vacancy in occupancy formula
                   "NDT"    - Non-duty transient, counted as vacancy
                                   in occupancy formula

Room SqFt = Net square footage of berthing space.

Occupancy formula:
        Total bed days assigned = total number of days all beds
            were assigned during the month (excluding GEO’s,
            NDT’s and TD periods)
        Total bed days available = total number of beds
            multiplied by days of month minus number of days of
            TD
                                       Contents                Index
                                                             Encl. (23) to COMDTINST M11101.13D
                             Transient UPH Occupancy Report
for the Month of              . Building Name or Number:                  . Year Built: _______
     Room #
      Bed #
    Room Type
    Room Sqft
       1
       2
       3
       4
       5
       6
       7
       8
       9
       10
       11
       12
       13
     Calendar Day




       14
       15
       16
       17
       18
       19
       20
       21
       22
       23
       24
       25
       26
       27
       28
       29
       30
       31
(See notes on reverse)
         Occupancy =   Total bed            ÷     total bed days     =   TOTAL OCCUPANCY   %
                       days assigned              available              RATE OF
DEPT. OF TRANSP., USCG, CG-5661 (7-00)
Locally Reproduced
                       Contents           Index




Transient Notes:

Room # = Self-explanatory

Bed # = Identifies several beds (A, B, C) within a room

Room Type = "      "WE "   – Watchstander Enlisted
                   "WO"    - Watchstander Officer
                   "OOD"   – Officer of the Day
                   "SE"    - TAD Student Enlisted/Cadet/OCS/Recruit
                   "SO"    - TAD Student Officer
                   "TE"    - Transient Enlisted
                   "TO"    - Transient Officer
                   "TD"    - Temporary Diversion
                   "GEO"    - Voluntary Geographic Bachelor, counted
                                   as vacancy in occupancy formula
                   "NDT"    - Non-duty transient, counted as vacancy
                                   in occupancy formula

Room SqFt = Net square footage of berthing space.

Occupancy formula:
        Total bed days assigned = total number of days all beds
            were assigned during the month (excluding GEO’s,
            NDT’s and TD periods)
        Total bed days available = total number of beds
            multiplied by days of month minus number of days of
            TD
            Contents              Index




                Appendix A
          Acronym/Abbreviation List

Acronym                Description

AHA                    Area Housing authority
AHO                    Area Housing officer
AOR                    Area of Responsibility
BAH                    Basic Allowance for Housing
CEU                    Civil Engineering Units
COE                    U.S. Army Corps of Engineers
CONUS                  Continental U.S.
COTR                   Contracting Officer Technical Representative
CRO                    Civil Rights Officer
DOD                    Department of Defense
EAPC                   Employee Assistance Program Coordinator
EHH                    Environmental health Hazards
FAR                    Federal Acquisitions Regulations
FHA                    Federal Housing Administration
FLH                    Family Leased housing
FOH                    Family Owned Housing
FPA                    Family Programs Administrator
FRV                    Fair Rental Value
HAA                    Housing Assistance Administration
HAP                    Homeowners’ Assistance Program
HHG                    Household Goods
HM IS                  Housing M anagement Information System
HR                     Housing Representative
HUTYPE                 Housing Unit Type
IBUDS                  Integrated Budge Support
INCONUS                Within the continental U.S.
ISC                    Integrated Support Command
ISSA                   Inter-Service Support Agreement
LHA                    Local Housing Authority
LHO                    Local Housing officer
M IPR                  M ilitary Interdepartmental Purchase Request
M HA                   M ilitary Housing Areas
M LC                   M aintenance and Logistics Command



                         A-1
                      Contents              Index



M OU                             M emorandum of Understanding
NAF                              Non-appropriated Funds

Acronym (continued)              Description (continued)

NM HC                            National M edian Housing Cost
OHA                              Overseas household allowance
OM B                             Office of M anagement and Budget
OOP                              Out of Pocket
OUTCONUS                         Outside the Continental U.S.
PAA                              Pay Adjustment Authorization
PCS                              Permanent Change of Station
PDR                              Personnel Data Record
PDS                              Permanent Duty Station
PERSRU                           Personnel Reporting Unit
PPC                              Pay and Personnel Center
RCP                              Resource Change Proposal
SFCAM                            Shore Facilities Capital Asset M anagement
SFRL                             Shore Station M aintenance Report
SSM R                            Shore Facilities Requirement List
TAD                              Temporary Additional Duty
TAM                              Transportation Acquisition M anual
TDY                              Temporary Dty
TEM DUINS                        Temporary Duty under Instruction
THA                              Total Housing Allowances
THC                              Total Housing Cost
TLA                              Temporary Lodging Allowance
UA                               Uauthorized Absence
UCM J                            Uniform Code of M ilitary Justice
UPH                              Unaccompanied Personnel Housing
UPLH                             Unaccompanied Personnel Leased Housing
VA                               Veterans’ Affairs




                                   A-2
                            Contents                  Index




                                    Appendix B
                                     Glossary
Definitions

Acceptable       Housing official maintain a current listing of rental housing units and trailer
Housing List     facilities within a commuting distance of 1 hour during peak commuting
                 hours from the duty station, and are available on an equal opportunity basis to
                 members of the Coast Guard without regard to race, creed, color, age,
                 handicap, or national origin.

Acquisition      In Housing, acquisition is used to explain the acquiring of housing by
                 construction, purchase, or transfer.

Adequacy of      Term used to determine if housing is considered satisfactory to acquire,
Housing          transfer or lease. The Coast Guard measures adequacy by standards of
(Adequate        adequacy: size; commuting time; affordability etc.
Quarters)

Administrative   The dollar limit set by the Commandant as the maximum amount which may
Cost Ceiling     be expended on individual leased quarters during any month, including the
                 cost of utilities.

Affordability    An adequacy standard which considers the member’s income based on
                 regular military compensation and housing allowances, affordability is the
                 cost of shelter, including rent or mortgage payment and all utilities except
                 telephone.

Area Housing     Area Housing Authorities are designated by Commandant (G-P) manage and
Authorities      are responsible for family and unaccompanied housing within their
(AHA)            geographic boundaries, including HQ, Area and MLC Commands but
                 excepting housing managed by another AHA.

Area Housing     The person assigned to a district/Headquarters unit staff for housing
Officer (AHO)    administration duties.

Assignment       An action taken in writing to confer on an individual the right to occupy a
                 specific housing unit.




                                           B-1
                             Contents                  Index




Definitions

Assignment        The Commandant's designated ranking of individuals used to ensure UPH
Priority          occupancy requirements.

Authorized        An official designated by Commandant (G-P) responsible for the
Certifying        certification/correctness of documents relating to expenditures of public
Officer (ACO)     funds.

Average Cost      The total cost of operating all leased quarters (rent and utilities) divided by
                  the total number of leased units during any given month; this may not exceed
                  the average cost limitation set by the Commandant.

Average Cost      The figure set by Commandant (G-HPW-1), and where appropriate, an AHA,
Limitation        which may not be exceeded by the average cost of all leases under the
                  cognizance of an AHA or Local Housing Authority (LHA) for a given period
                  of time.

Basic Allowance The law provides that when public quarters are not provided, service
for Housing     personnel will be paid BAH a monetary allowance in lieu of quarters in kind
(BAH)           not being assigned to a member, if applicable.

Building Petty    Host Commander's representative, directly responsible to the UPH Manager
Officer (BPO)     for supervision and management of UPH.

Civil Rights      Local and District housing officers inform the civil rights officer (CRO) at
Officer (CRO)     their receptive levels of incidents pertaining to housing discrimination.

Civilian          Coast Guard civilian employees paid from appropriated or nonappropriated
Employees         funds.

Commanding        The commanding officer of the unit where the member is permanently
Officer           stationed.

Command           Quarters specifically designated by Commandant (G-P) for occupancy by
Quarters          commanding officers (O-6) of major shore installations who have significant
                  official entertainment requirements. That is, he/she is required to frequently
                  accommodate or entertain important visitors as part of his/her official duties.

                                                                             Continued on next page




                                            B-2
                             Contents                  Index




Definitions, Continued

Community         Adequate privately owned housing located within acceptable commuting
Housing           distance of the member's duty station and available for nonrestrictive
                  occupancy by military personnel.

Commuting         An adequacy standard that defines a reasonable commuting distance,
Time              generally, a travel time of not more than 2 hours per round trip by automobile
                  or public transportation.

Continental       The 48 contiguous states and the District of Columbia.
United States
(CONUS)

Cost, Repair or   Equals the actual charge to repair or clean, but not more than the item's
Cleaning          depreciated replacement cost.

Cost,             For replacement, cost equals the present price of the same or a similar item
Replacement       minus depreciation based on the damaged item's age.

Damage            A decrease in an item's value not attributable to age or normal wear and tear
                  constitutes damage. Damage is also any change to an item which makes it
                  more costly or more difficult to maintain the quarters, or any unusual change
                  to an item's appearance which in the inspector's opinion requires correction.

Designation of  Family units classified according to intended occupancy by the various
Family Quarters categories of military members and civilian employees based primarily on the
                square footage of the living space.

Dislocation     A partial reimbursement to a member, with or without dependents, for
Allowance (DLA) expenses incurred in relocating the member's household upon permanent
                change of station. DLA is equal to two months' BAH at the rate set for a
                member's grade and dependency status. DLA may be authorized when a
                member is not assigned to permanent Government quarters. See JFTR,
                Chapter 5, Part G.

                                                                             Continued on next page




                                            B-3
                             Contents                  Index




Definitions, Continued

Diversion         When authorized by Commandant (G-P), use of family housing space or
(Permanent)       facilities for other purposes, including reclassification of real property.
                  Permanent diversion results in removal of affected units from the housing
                  inventory.

Diversion         When authorized by the cognizant AHA, temporary use of family housing
(Temporary)       space or facilities for other purposes, for periods not exceeding 60 days, with
                  definite plans for such space or facilities to revert to family housing use.

DoD/Other         Housing controlled by the DoD or other Federal agencies and is secured for
Federal Agency    use by Coast Guard under an Inter-Service Support Agreement (ISSA).
Housing

Effective Date of The actual date of acceptance or occupancy to Government-controlled
Assignment        housing. It may be considered the date member previously advised the
                  Housing Officer he/she wishes to occupy Government-owned or
                  Government-leased housing on the original application.

Eligibility      AHAs determine housing costs (rent + utilities except telephone) for 1, 2, 3,
(Leased Housing) and 4-bedroom leases in each leasing area. These figures will be compared to
                 each pay grade's total housing allowance (BAH + OHA) + 15% NMHC) to
                 determine eligibility.

Enlisted          Members in pay grades E-1 through E-9.
Personnel

Equipment         Major household appliances listed in Chapter 12, Furnishings & Equipment.

Excess Housing    Quarters not needed to meet the immediate requirements of eligible personnel
                  assigned to a particular installation or area.

Exemption         A waiver of one or more particular provisions of the leased housing policy,
(Blanket) &       usually affecting eligibility criteria outlined in Chapter 4, Eligibility.
(Individual)

                                                                             Continued on next page




                                            B-4
                             Contents                Index




Definitions, Continued

Family Housing    Housekeeping-type living accommodations owned or controlled by the Coast
                  Guard and assigned to military or civilian personnel with dependents.

Family Leased     Leased Housing Program which applies to members who are accompanied
Housing (FLH)     with dependents.

Flag Quarters     Quarters designated by the Commandant (G-P) for occupancy by officers of
                  flag rank.

Furnishings       Includes furniture and miscellaneous items. The term "furnishings" does not
                  include such household items as radios, audio equipment, televisions, VCRs,
                  vacuum cleaners, bed linens, table linens, cutlery, silverware, dishes and
                  kitchen utensils, except for use in special command positions.

Government-       Housing acquired through purchase, construction, or transfer, when proven
owned Housing     more cost effective than leasing and conforms to adequacy criteria;
                  Authorized by Congress in annual budget appropriations.

Government        Government-owned or Government-controlled (lease or contract) quarters.
Quarters

Gross Housing     Acquisition requirements for specific units or areas are computed based on
Requirements      the percentage of members with dependents by pay grade on both a
                  quantitative basis (total eligible personnel appearing on the current or
                  projected allowance list) and a qualitative basis (number of bedrooms
                  required).

Gross Negligence The absence of even slight care, showing complete indifference to the
                 consequences of the act or omission.

Guest             A guest is anyone the member or the member's dependent allows to enter the
                  quarters. It does not include Coast Guard personnel or contractors of the
                  Coast Guard who enter the quarters on official business.

                                                                          Continued on next page




                                            B-5
                              Contents                  Index




Definitions, Continued

Hardship           Unique or unusual circumstance which, in the host commander's judgment,
                   imposes an extraordinary burden on a member not normally encountered by
                   other unit members of similar grade.

Host               The commanding officer responsible for UPH management and assignment
Commander          of all personnel within a one hour one way commute to the UPH attached to
                   their physical plant.

Housing Asset      To Be Developed

Housing            The Housing Representative coordinates the housing program in the assigned
Representative     area of responsibility under the direction of the commanding officer of the
                   unit to which he/she is assigned. The Housing Representative is a military or
                   civilian individual authorized to a command in support of housing activities
                   and may be filled by collateral personnel. The Housing Representative
                   coordinates the housing program in the assigned area of responsibility under
                   the direction of the commanding officer of the unit to which he/she is
                   assigned.

Inadequate       Quarters so designated by the Secretary in accordance with 14 U.S.C. 475.(b)
(Substandard)    Examples of such conditions include accelerated deterioration resulting from
Public Quarters. age/or deferred maintenance, effects of disaster, objectionable industrial and
                 ground or air traffic noise, air pollution endangering occupants' health and
                 safety, contaminated water supplies, and, in the case of newly acquired
                 housing, the need for preliminary repairs and improvements.

Inadequate         Quarters that do not meet minimum adequacy standards and adequate
Quarters           minimum health and safety standards as specified by the applicable
                   District/MLC Staff, i.e., rodent infestations, chemical hazards, or poor air or
                   water quality.

Initial Outfitting Authorized items of furnishings and/or equipment procured for inclusion in
                   newly constructed or acquired housing.

Inspections "for The LHA may inspect assigned quarters for due cause to ensure safety,
cause"           health, and welfare.

                                                                              Continued on next page




                                              B-6
                             Contents                  Index




Definitions, Continued

Inspector or      The inspecting officer finds and documents the existence of damage and
Inspecting        assigns the damage a dollar value. The inspecting officer shall document
Officer           damages and give opinions specifying whether the damage was caused by the
                  member's abuse or negligence, but shall not decide whether the member is
                  liable for the damage.

Installation      In housing, the term installation refers to provision of utility connections for
                  the equipment item, but may include placement of the equipment when in the
                  best interest of the Government to ensure proper placement or minimize
                  damage to the quarters. Equipment is considered to be installed when space,
                  utilities connections, and any required venting have been provided.

Inter-Service     Agreement entered into between Coast Guard and another agency of Federal
Support           or state Government for specific purpose or service.
Agreement
(ISSA)

Involuntary       Permanent party personnel with dependents under PCS orders ashore, not
Geographic        entitled to travel of dependents and transportation of household goods to the
Bachelor          area of the new Permanent Duty Station, including personnel assigned
                  unaccompanied tours.

Junior Officers   Pay grades W-1 through O-3.

Key and           Personnel so designated by AHAs whose residence on station is operationally
Essential         necessary.
Personnel

Lease Allocation The recommended number of leases an AHA is expected to maintain based
                 on the maximum funding level and the average cost limitation. AHAs may
                 exceed the recommended number of leases but may not exceed the maximum
                 funding level or the average cost limitation for their area.

Leased Quarters A privately owned dwelling (single house or part of a multiple-unit building)
                leased by the Coast Guard for use as public quarters.

                                                                             Continued on next page




                                             B-7
                             Contents                 Index




Definitions, Continued

Leasing Area      Geographical area in which the Commandant has authorized the Leased
                  Housing Program.

The Leased        The Leased Housing Program is utilized in areas where adequate private
Housing           community support and Government-owned housing facilities housing is
Program           unavailable. Leased housing is a privilege provided to Coast Guard members
                  in areas where members are unable to afford adequate housing. The leased
                  housing program offers landlords the possibility of renting property to the
                  Federal Government on an annual renewal basis consistent with current local
                  housing market costs.

Limitation of     A member will be held fully responsible for all damage caused by the
Liability         occupant's abuse or negligence, without limitation of the member's liability.
                  This does not prevent a settlement authority from waiving or compromising a
                  claim against the member, if warranted.

Local Housing   The field unit commander designated by the Area Housing Authority (AHA),
Authority (LHA) is responsible for managing the housing program in the area of jurisdiction
                determined by the AHA.

Local Housing     The Local Housing Officer (LHO) is directly responsible to the Local
Officer           Housing Authority (LHA) for the on-site management of the housing
                  program including, but are not limited to, providing housing referral services
                  and supervising Coast Guard-owned and Coast Guard-leased housing in the
                  unit's inventory. surrounding grounds and common facilities of family and
                  unaccompanied housing.

Maximum           The total of funds available to each AHA for leases throughout the fiscal
Funding Level     year. This level must not be exceeded without the authorization of
                  Commandant (G-HPW).

Member            The person to whom quarters are assigned, without regard to military status.

Member with   (Formerly "Voluntary Geographic Bachelor") Unaccompanied personnel in
Dependents    the United States and Puerto Rico entitled to travel of dependents and
Voluntarily   transportation of household goods.
Unaccompanied




                                            B-8
                             Contents                 Index




Definitions, Continued

Military Housing There currently are over 400 separate Variable Housing Allowance rate areas
Areas (MHA)      known as Military Housing Areas (MHA).

National Median Annual Variable Housing Allowance Survey results are used to determine a
Housing Cost    National Median Housing Cost (NMHC) for each pay grade and dependency
(NMHC)          status. The NMHC is calculated based upon rental housing costs of military
                members surveyed nationwide. Separate NMHCs are determined for each
                pay grade, at with-dependents and without-dependents rates.

Negligence        Negligence is the failure to exercise the degree of care that a person of
                  ordinary prudence would exercise in a similar situation. Negligence is
                  attributable to the member if damage was caused by the member, dependent,
                  pet, or any guest of the member or his or her dependents. Negligence can be
                  a failure to act as well as an act of conscience. For example, a small
                  plumbing leak results from normal wear and tear, and the member knows of
                  it but fails to report or fix it. This omission by the member may cause serious
                  water damage to the quarters after several days and is considered negligence.

Net Housing       The net housing requirement is defined as the net deficit, i.e., the housing
Requirements      need not met. The net housing requirement is determined by deducting from
                  the gross housing requirement.

Object Class      To Be Developed

Occupant          The person(s) assigned by the Coast Guard to Coast Guard-leased quarters
                  who consequently forfeits all Government housing allowances.

Officers          Commissioned Officers (W-1 through O-10).

Operational       Operational considerations, as defined in the unit's operating plan, which
Necessity         require an individual to live in Government quarters for mission
                  accomplishment. These operational considerations are essential
                  duties/contingencies that cannot be scheduled for normal duty hours and are
                  above the abilities of unit watchstanders to complete.




                                            B-9
                             Contents                  Index




Definitions, Continued

Out-of-pocket     Each member's total housing allowance attempts to cover 85 percent of the
Expense           NMHC. The law intends an “out-of-pocket" absorption between 15 and 21.5
                  of the NMHC.

Overseas          All areas outside the continental limits of the United States, including Alaska
                  and Hawaii.

Overseas          OHA Housing allowances are provided overseas. Variable Housing
Housing           Allowance is used in Alaska and Hawaii).
Allowance
(OHA)

Partial BAH       A monetary allowance for members without dependents who are provided
                  Government housing (single type) and those on sea duty. Personnel
                  occupying Unaccompanied Personnel Leased Housing or Unaccompanied
                  Personnel Leased Housing are not eligible for partial BAH.

Permanent Party Quarters designated for use by unaccompanied permanent party personnel.
Quarters

Physically        The member has departed the housing unit, all the member's household goods
Vacated           have been removed from the unit, and keys to the housing unit have been
                  returned to the Local Housing Officer.

Private           The primary source of Coast Guard housing. It is adequate, privately owned
Community         housing, available for nonrestrictive occupancy in communities within
Support           acceptable commuting distance of Coast Guard operating units. Each
                  member shall retain freedom of choice in the selection of private
                  accommodations.

Public Quarters   Married officers quarters, married enlisted quarters, barracks, bachelor
                  officers' quarters, and any other type of living accommodations owned or
                  leased by the Coast Guard and provided to military personnel in lieu of an
                  allowance for quarters.

                                                                            Continued on next page




                                            B - 10
                              Contents                 Index




Definitions, Continued

Quarters           Quarters include Government-owned family and unaccompanied personnel
                   housing, and Government-leased family and unaccompanied personnel
                   housing (ashore and afloat).

Quarters for the Designated quarters which are accessible or capable of being made accessible
Physically       to members with physically challenged dependents.
Challenged

Replacement        Substitution of new or serviceable items gained from procurement or transfer
                   for economically unrepairable authorized items of furnishings and equipment
                   in the inventory.

Reserve Quarters Quarters used for drilling reservists required to remain on board or residing
                 beyond one hour travel time from the unit. Qualified augmenting reservists
                 will use watchstander quarters. Reserve quarters will only be designated
                 when transient quarters are unavailable for reserve use.

Sanctioned         A list that Housing officials maintain liaison with DoD Housing Referral
Housing List       Officers to ensure an up-to-date listings of houses and/or apartments against
                   which sanctions have been imposed.

Senior Officers    Pay Grades O-4 through O-6.

Settlement         An officer to whom the authority to compromise, waive, or terminate
Authority          collection of a claim has been delegated by appropriate authority. See
                   Chapter 5, Claims and Litigation Manual, COMDTINST M5890.9. Consult
                   the local legal office to identify the responsible settlement authority.

Size               An adequacy standard that relates to number of bedrooms and net floor area
                   per dwelling, considering the number, age, and sex of children, and the
                   member's pay grade.

                                                                             Continued on next page




                                            B - 11
                              Contents                  Index




Definitions, Continued

Special            A position designated by the Secretary of Transportation for which the
Command            incumbent is a flag officer and in which public-relations responsibilities
Position           require the incumbent to represent the interests of the United States in official
                   entertainment activities involving foreign or U.S. dignitaries of high
                   governmental or military rank, or members of the business, labor, industrial,
                   scientific, or academic communities.

Student Quarters Quarters used by personnel attending a training course or school in a PCS
                 status, i.e., 20 weeks or more; or TAD status, i.e., less than 20 weeks.

Total Housing      By law, a military member's total housing allowance consists of Basic
Allowances         Allowance for Quarters (BAH), Variable Housing Allowance, and an expense
                   absorbed by the member which is intended to equal 15 percent of the
                   National Median Housing Cost (NMHC).

Transit Quarters Quarters used by TAD personnel assigned to the unit or a tenant unit.

Unaccompanied Leased Housing Program which applies to military personnel who are on sea
Personnel Afloat duty or duty at remote offshore Coast Guard stations who do not have any
Leased Housing dependents.
(UPALH)

Unaccompanied All Government-owned quarters used for berthing unaccompanied permanent
Personnel     party personnel; drilling reserve, transient, watchstander, and student
Housing (UPH) personnel.

Unaccompanied Leased Housing Program which applies to personnel assigned ashore who do
Leased Personnel not have dependents.
Housing (UPLH)

Vacancy Loss       The period during which housing remains vacant on change of occupancy.
                   Unoccupied active housing represents a loss to the Government, as other
                   housing alternatives are funded through BAH or ISSA payments.

                                                                              Continued on next page




                                             B - 12
                          Contents                  Index




Definitions, Continued



Voluntary       Military personnel without dependents entitled to BAH at the "without-
Geographic      dependents" rate, if adequate Government quarters are not available. Also,
Bachelor        member married to member with no other dependents within the local
                commuting area.

Watchstanding   Quarters used for duty personnel.
Quarters




                                         B - 13
Contents   Index
                                                 Contents                                     Index
                                                 U.S. Coast Guard Housing Manual
                                                              Index

                                                                                                               Article/Section/Table

                                                                               A

Absentee Sponsors, Families of ................................................................................6.D.11.
Abuse of Government Housing, Definition of ......................................................... 6.G.3.a.
Acceptable Housing List............................................................................................. 3.B.5.
Accounting of Maintenance and Repair of Furnishings.............................................. 8.E.9.
Acquisition, Sources of Housing ...................................................................................4.D.
AC&I ............................................................................................................................. 4.C.
AC&I Documentation Requirements.......................................................................... 4.C.5.
AC&I Funding ............................................................................................................4.A.4.
AC&I Programming Flow .......................................................................................... 4.C.4.
Adequacy, Community Support Planning Factors......................................................... 4.B.
Adequacy of Housing Facilities, General ................................................................... 1.B.4.
Adequacy of UPH, Determination of.......................................................................9.A.5.b.
Adequacy Standards for Leased Quarters ...................................................................7.D.2.
Adequacy Standards for Owned Quarters...................................................................... 6.B.
Adequacy Standards (Square Footage) for Owned/Leased Quarters .................... Table 4-1
Adequacy Standards for UPH..................................................................................... 9.C.6.
........................................................................................................................and Table 9-1
Adequacy, Size Factor ............................................................................................. 1.B.4.a.
Administrative Cost Ceiling (for Leased Housing).................................................. 7.A.6.a.
Air Conditioning Equipment.......................................................................................8.G.7.
Allowance, Dislocation (DLA) ................................................................................... 9.B.8.
Allowance, Temporary Lodging Expense (TLA) ....................................................... 9.B.8.
Allowance, Total Housing (THA) ........................................................................... 7.A.6.r.
Allowances, Housing ..................................................................................................... 1.C.
Alterations To Quarters...............................................................................................8.G.5.
Amenities, Leased Housing ..................................................................................... 7.D.2.g.
Appeal, Waiver, or Compromise of Damages/Loss.................................................6.G.4.d.
Application Procedures for Assignment of Quarters ..................................................6.D.7.
Area Housing Authority (AHA) Definition ............................................................. 1.B.9.a.
Area Housing Authority Policy...................................................................................2.A.2.
Area Housing Officer Definition ............................................................................. 1.B.9.b.
Area Housing Officer Responsibility.......................................................................... 1.B.3.
Areas Lacking Housing Representatives ....................................................................3.A.5.
Assignment and Occupancy to/of UPH ......................................................................... 9.C.
Assignment Categories, Special...............................................................................6.D.1.d.
Assignment Criteria ....................................................................................................6.D.4.
Assignment Eligibility Date for Overseas Family Housing.................................. Table 6-4
Assignment for Non-CG Personnel to Family Housing..............................................6.D.5.
Assignment, Mandatory..............................................................................................6.D.6.
.......................................................................................................................... and 6.D.7.a.
Assignment, Mandatory UPH..................................................................................... 9.C.4.
Assignment of Family Housing ..................................................................................6.D.1.
Assignment of Family Housing to Military Personnel.......................................... Table 6-2
Assignment Priority to Command Quarters.............................................................6.D.3.b.
Assignment Priorities..................................................................................................6.D.3.
Assignment, Priority of UPH...................................................................................... 9.C.2.
Assignment to Quarters, Duration of ..........................................................................6.D.9.
Assistance Program, Homeowners ............................................................................. 3.E.2.
Authority, Housing Officer’s Local ............................................................................5.A.2.
Authorities for CG Housing Program, Statutory......................................................... 1.B.1.
Average Cost, Leased Housing................................................................................ 7.A.5.c.


                                                                              I-1
                                                 Contents                                       Index
                                                  U.S. Coast Guard Housing Manual
                                                               Index

                                                                                                                 Article/Section/Table

Average Cost Limitations, Leased Housing.............................................................7.A.5.d.
................................................................................................................................ and 7.G.

                                                                                B

Bachelors, Geographic..............................................................................................9.A.2.i.
........................................................................................................................... and 9.A.2.j.
........................................................................................................................... and 7.A.5.l.
Bachelor Personnel Definition ..................................................................................9.A.2.r.
BAQ......................................................................................................................... 1.C.1.a.
BAQ and VHA Entitlements ...................................................................................... 9.B.7.
BAQ, Authority to Live Off Base and Receive ......................................................... 9.B.5.
BAQ, Authorization, CO’s UPH Responsibility for .................................................9.A.4.f.
BAQ, Partial ...........................................................................................................9.A.2.m.
BAQ, Receipt While Occupying Inadequate Quarters........................................ 4.C.7.f.(2).
Barrier-Free Access, Equipment Standards Waiver................................................. 8.C.3.e.
Baseboard/Portable Heaters .....................................................................................5.D.4.b.
Basis for Housing Program......................................................................................... 1.B.1.
Bedroom Allowance, Leased Housing........................................................................7.D.3.
Bedroom Requirements, Minimum....................................................................... Table 6-3
Bedroom Requirements, Owned Housing Criteria .................................................. 6.D.4.a.
Bedroom Requirements, Planning Factors..................................................... 4.C.5.b.(2)(c).
Berthing Male and Female Personnel ......................................................................... 9.C.3.
Billets, Operation and Maintenance (O&M)............................................................... 2.C.3.
........................................................................................................................and Table 2-4
Billets/Positions, Housing Officer and Support ..........................................................3.A.4.
Blanket Exemptions, Leased Housing ................................................................ 6.A.3.a.(6)
............................................................................................................................. and 7.C.2.

                                                                                C

Cable Television Wiring and Instruments...................................................................8.H.3.
CEUs........................................................................................................................ 2.B.1.c.
Change in Lease Eligibility Status ............................................................................ 7.B.11.
Change in Use or Diversion, UPH .............................................................................. 9.B.2.
Change in VHA Rate/MHA Designation..................................................................1.C.1.f.
Charges and Commissions for Referral/Listings ........................................................ 3.C.4.
Checkage of Pay for Damages ............................................................................ 6.G.4.c.(6)
Civil Engineering Units ........................................................................................... 2.B.1.c.
Civilian and Military Schedule of Equivalent Pay Grades.................................... Table 6-1
Civilian Employees, Definition................................................................................6.A.5.d.
Civilian Occupancy of UPH ....................................................................................... 9.C.9.
Claims Against Government.....................................................................................6.E.2.e.
Claims, Damage.............................................................................................................6.G.
Cleaning of Quarters (Family Housing)....................................................................6.F.3.d.
Clerical and Housing Officer Staffing for LHA.................................................... Table 2-2
Coast Guard Mutual Assistance............................................................................... 3.B.8.d.
CG Personnel Occupying Qtrs of DoD Services (Furnishings and Equipment) ....... 8.B.13.
Command and Control Over Housing Areas .............................................................. 2.B.3.
............................................................................................................................. and 3.A.3.
Command Quarters Assignment Priority.................................................................6.D.3.b.
Command Quarters Definition................................................................................. 6.A.5.e.
Command Quarters Furnishings Definition ............................................................. 8.A.2.a.


                                                                               I-2
                                                 Contents                                      Index
                                                  U.S. Coast Guard Housing Manual
                                                               Index

                                                                                                                 Article/Section/Table

Commandant G-P’s Responsibility.............................................................................2.A.4.
Commandant G-E’s Responsibility ............................................................................2.A.6.
Commercial Facilities/Planning Community Adequacy............................................. 4.B.4.
Community Housing Definition................................................................................6.A.5.f.
Community Housing Inspections................................................................................ 3.C.6.
Community Liaison ....................................................................................................3.A.6.
Community, Primary Source of CG Housing .......................................................... 1.B.2.c.
Community Resources of Housing .......................................................................... 4.A.1.a.
Community Services and Prohibited Items.............................................................. 6.E.1.d.
Community Support Planning Factors ........................................................................... 4.B.
Commuting Time Adequacy.................................................................................... 1.B.4.b.
Complaints ..................................................................................................................3.A.7.
Complaints, Fair Housing ...........................................................................................3.D.3.
Computer Wiring and Instruments..............................................................................8.H.4.
Conduct Standards ......................................................................................................3.A.8.
Conservation of Energy ............................................................................................ 6.E.1.i.
Conservation, Utilities ................................................................................................5.D.3.
Construction Criteria for New UPHs .................................................................... Table 9-2
Contract Quarters.....................................................................................................9.A.1.d.
Contracting, Lease ......................................................................................................7.D.4.
Contracting Services for Maintenance and Repair...................................................... 8.E.7.
Control Dates, Waiting Lists.......................................................................................6.D.8.
Control Over Housing Areas ...................................................................................... 2.B.3.
Costs and Accounting Procedures, Leased Housing.......................................................7.F.
Cost of Living Adjustments (COLA) to O&M Funding..........................................5.D.1.d.
Cost Saving through Occupancy Management ........................................................... 5.B.9.
Cutter Housing Planning Factors .......................................................................... Table 4-2

                                                                                D

Damage Claims..............................................................................................................6.G.
Damage or Loss Liability............................................................................................6.G.1.
Damage to Family Housing, Definition of...............................................................6.G.3.d.
Damage to Family Housing, Limitation of Liability for ..........................................6.G.3.g.
Damages/Loss, Appeal, Waiver, or Compromise of................................................6.G.4.d.
Damages/Loss, Area Housing Authority Review ....................................................6.G.3.b.
Damages to Leased Housing.......................................................................................7.D.9.
Damages Unresolved ...............................................................................................6.G.4.g.
Dangerous Materials ................................................................................................ 5.D.4.a.
Date of Assignment, Effective ................................................................................. 6.A.5.k.
Deactivated DoD Housing, an Acquisition Source.....................................................4.D.3.
Death of Member .........................................................................................................6.F.6.
Declaration of Inadequate (Family) Housing.............................................................. 6.B.4.
Department of Defense Housing Planning Factor.......................................................4.D.2.
Dependent Educational Services................................................................................. 4.B.3.
Dependents, Handicapped........................................................................................ 6.D.4.c.
Dependents Transportation Cost............................................................................ 6.D.11.c.
Designation of Family Quarters............................................................................... 6.A.5.g.
................................................................................................................................ and 6.C.
Determination of UPH Adequacy ............................................................................9.A.4.b.
Determination of UPH Eligibility ............................................................................ 9.A.4.g.
Disposition of Personal Household Effects............................................................... 6.F.3.f.
Discrimination against Unaccompanied Personnel..................................................1.A.4.b.


                                                                               I-3
                                                 Contents                                      Index
                                                 U.S. Coast Guard Housing Manual
                                                              Index

                                                                                                                Article/Section/Table

Discrimination, Housing .............................................................................................3.D.2.
Discrimination in Lease Contracting ........................................................................7.D.4.i.
Dishwashers ................................................................................................................8.G.7.
Dislocation Allowance (DLA) Definition................................................................ 9.A.2.e.
Dislocation Allowance (DLA) Entitlement ................................................................ 9.B.8.
Displacement Policy (of anyone by DOT construction projects).............................. 1.B.10.
Disposition of Personal Household Effects............................................................... 6.F.3.f.
Disposition of Reimbursement (for damages) ..........................................................6.G.4.f.
Distribution of Housing Units throughout Community .............................................. 1.B.2.
District Commander Responsibilities ...................................................................... 2.B.1.a.
Districts, MLCs, and Headquarters/Major Commands............................................... 2.B.1.
Diversion or Change in Use, UPH .............................................................................. 9.B.2.
........................................................................................................................... and 9.A.4.j.
Diversion (Permanent) Definition............................................................................ 6.A.5.h.
Diversion (Temporary) Definition ............................................................................6.A.5.i.
Diversion of Furnishings and Equipment ...................................................................8.D.7.
Diversion of UPH Space...........................................................................................9.A.4.j.
DoD Furnishings and Equipment.............................................................................. 8.B.13.
DoD/Other Federal Agency Housing Resources ..................................................... 1.B.2.b.
Drayage and Storage of Personal Property ...............................................................8.F.5.a.
Duration of Assignment to Quarters ...........................................................................6.D.9.
Duties of Housing Officer...........................................................................................5.A.1.

                                                                                E

Economy in Housing Administration .........................................................................1.A.5.
Educational Services for Dependents.......................................................................... 4.B.3.
Effective Date of Assignment Definition................................................................. 6.A.5.k.
Eligibility Date for Assignment of Overseas Family Housing.............................. Table 6-4
Eligibility for Assignment to Public Quarters.............................................................6.D.2.
Eligibility for Family Leased Housing (FLH) ............................................................ 7.B.1.
Eligibility for UPH, Determination of ..................................................................... 9.A.4.g.
Eligibility Status for Leases, Change in.................................................................... 7.B.11.
Enclaves, Coast Guard ................................................................................................ 1.B.2.
Energy Conservation................................................................................................. 6.E.1.i.
Engineering Support from MLC (ms)......................................................................... 2.B.4.
Enhanced Fire Protection............................................................................................5.D.5.
Enlisted Personnel in Family Housing Definition.....................................................6.A.5.j.
Environment Adequacy Factor ................................................................................ 1.B.4.d.
Equal Treatment of Unaccompanied and Accompanied Personnel .........................1.A.4.b.
Equipment and Furnishings Funding .......................................................................... 8.C.4.
Equipment, Allowances for Household ................................................................ Table 8-1
Equipment Characteristics .......................................................................................... 8.C.3.
Equipment, Expected In-Use Time of................................................................... Table 8-3
Equipment Not Approved for Installation...................................................................8.G.7.
Equipment, Occupant-Owned........................................................................................8.G.
Equipment Repair Kits................................................................................................ 8.E.4.
Equipment Repair/Replace Criteria ............................................................................ 8.E.3.
Equivalent Pay Grades, Civilian and Military Schedule of................................... Table 6-1
Eviction.......................................................................................................................5.D.6.
..............................................................................................................................and 6.F.7.
Excess Housing.........................................................................................................6.D.11.
Excess Housing Definition .......................................................................................6.A.5.l.


                                                                              I-4
                                                 Contents                                      Index
                                                 U.S. Coast Guard Housing Manual
                                                              Index

                                                                                                                Article/Section/Table

Exemptions, Definition of Leased Housing ............................................................. 7.A.5.e.
Exemptions, Leased Housing......................................................................................... 7.C.
Exemptions, Leased Housing Blanket ................................................................ 6.A.3.a.(6)
............................................................................................................................. and 7.C.2.
Expected In-Use Time of Equipment (In Years) .................................................. Table 8-3

                                                                                F

Facilities Design and Construction Centers ............................................................. 2.B.1.c.
Facilities, Recreational................................................................................................ 4.B.5.
Failure to Vacate..........................................................................................................6.F.4.
Fair Housing ..................................................................................................................3.D.
Fair Housing Action by the Housing Officer ..............................................................3.D.4.
Fair Housing Complaints ............................................................................................3.D.3.
Fair Housing of Unaccompanied and Accompanied Personnel ...............................1.A.4.b.
Fair Rental Value (for Occupying Inadequate Quarters) ..................................... 4.C.7.f.(2)
Families of Absentee Sponsors .................................................................................6.D.11.
Family Household Equipment, Allowances for .................................................... Table 8-1
Family Housing, Assignment of .................................................................................6.D.1.
Family Housing Assignment of Military Personnel.............................................. Table 6-2
Family Housing Assignment of Non-CG Personnel ...................................................6.D.5.
Family Housing Assignment Termination ...................................................................6.F.1.
Family Housing, Cleaning of ....................................................................................6.F.3.d.
Family Housing Damage Definition ........................................................................6.G.3.d.
Family Housing Definitions........................................................................................6.A.5.
Family Housing Designation ................................................................................... 6.A.5.g.
Family Housing Equipment Policy ............................................................................. 8.B.2.
Family Housing Furnishings Policy............................................................................ 8.B.1.
Family Housing Inspections ....................................................................................... 5.C.4.
Family Housing Occupant Responsibilities ..............................................................6.E.1.e.
Family Housing Optimum Occupancy........................................................................ 6.E.2.
Family Housing Optional Occupancy......................................................................6.D.7.b.
Family Housing Planning Requirements ....................................................................4.A.2.
Family Housing Planning Trends ............................................................................ 1.B.5.a.
Family Housing Window Treatments ......................................................................... 8.B.3.
Family Leased Housing (FLH) Definition................................................................7.A.5.f.
Family Leased Housing (FLH) Eligibility .................................................................. 7.B.1.
Federal Accessibility Standards, Uniform ............................................................... 8.C.3.e.
Female and Male Berthing.......................................................................................... 9.C.3.
FHA Section 222 .........................................................................................................3.F.1.
FHA Mortgage Insurance ........................................................................................ 3.B.8.b.
Finance Center Responsibilities..................................................................................2.A.7.
Fireplaces and Wood-Burning Stoves....................................................................... 8.B.11.
.......................................................................................................................... and 5.D.4.d.
Fire Protection/Inspection...........................................................................................5.D.5.
Flag and Command Quarters Assignment Priority ..................................................6.D.3.b.
Flag Quarters Definition .......................................................................................... 6.A.5.n.
Floor Area Per Living Unit, Minimum Net .......................................................... Table 4-1
Freedom of Choice (of private accommodations)....................................................... 3.B.7.
Fuel-Fired Heaters .................................................................................................... 8.B.10.
Funding, AC&I ...........................................................................................................4.A.4.
Funding for Furnishings and Equipment..................................................................... 8.C.4.
Funding, O&M............................................................................................................5.D.1.


                                                                              I-5
                                                 Contents                                      Index
                                                 U.S. Coast Guard Housing Manual
                                                              Index

                                                                                                                Article/Section/Table

Furnishings and Equipment Allowances, Increases or Exceptions to......................... 8.B.9.
Furnishings and Equipment for Command Quarters................................................ 8.A.2.a.
Furnishings and Equipment for UPH.......................................................................... 8.B.4.
............................................................................................................................. and 9.C.7.
Furnishings and Equipment, General.................................................................... Chapter 8
Furnishings and Equipment in DoD Quarters........................................................... 8.B.13.
Furnishings and Equipment Inventory, Inspection of .................................................8.D.4.
Furnishings and Equipment Inventory, Warehousing and Handling of ......................8.D.6.
Furnishings and Equipment, Procurement of................................................................. 8.C.
Furnishings and Equipment, Types and Grades of ..................................................... 8.C.5.
Furnishings and Equipment, Unauthorized................................................................. 8.B.8.
Furnishings, Disposal of .............................................................................................8.D.8.
Furnishings, Maintenance and Repair of ....................................................................... 8.E.
Furnishings Policy for Leased Housing ......................................................................7.D.6.
Furnishings Provided to Remote and Inaccessible Areas ........................................... 8.B.6.
Furnishings, Responsibilities and Approvals for ........................................................8.A.3.
Furnishings, Special Command, Flag and Command Quarters ............................... 8.B.5.a.
Furnishings, Survey and Disposal of ..........................................................................8.D.8.

                                                                                G

Garbage Disposals ......................................................................................................8.G.7.
Geographic Bachelors...............................................................................................9.A.2.i.
.......................................................................................................................... and 9.A..2.j.
........................................................................................................................... and 7.A.5.l.
Goals for Housing Utilization ..................................................................................... 5.B.4.
Government-Owned Housing, Basic Policy/Definition of....................................... 1.B.2.a.
Government-Owned Items, Shipment and Storage of .................................................8.F.1.
Government-Owned Trailers/Mobile Homes .......................................................... 4.C.3.e.
Gross negligence Definition .................................................................................... 6.G.3.e.
GSA Repair Services .................................................................................................. 8.E.6.

                                                                                H

Handicapped Dependents, Assignment of Members with ....................................... 6.D.4.c.
Handicapped Quarters................................................................................................. 6.C.3.
Handicapped Quarters Definition ..........................................................................6.A.5.bb.
Hardship Case Assignments ....................................................................................6.D.4.d.
HDMS for Leased Housing Reports ............................................................................... 7.I.
Headquarters/Major Commands, MLCs, and Districts............................................... 2.B.1.
Heaters, Portable/Baseboard ....................................................................................5.D.4.b.
Heaters, Portable Fuel-Fired ..................................................................................... 8.B.10.
History of Occupancy Record..................................................................................... 5.B.7.
Holding Quarters Vacant ......................................................................................... 6.D.1.e.
Homeowners Assistance Program .............................................................................. 3.E.2.
Homeport Changes (Impacts) ..................................................................................1.A.3.d.
Homeport Changes (Planning)....................................................................................4.A.3.
Homeporting Actions................................................................................................ 3.B.10.
Hospitality Kits ........................................................................................................... 8.B.7.
Household Effects, Disposition of Personal.............................................................. 6.F.3.f.
Household Equipment, Allowances for ................................................................ Table 8-1
Household Goods Transportation Cost .................................................................. 6.D.11.c.
Housing Acquisition, Sources of ...................................................................................4.D.


                                                                              I-6
                                              Contents                                  Index
                                              U.S. Coast Guard Housing Manual
                                                           Index

                                                                                                        Article/Section/Table

Housing Administration........................................................................................ Chapter 3
Housing Allowances ...................................................................................................... 1.C.
Housing Assistance Administration (HAA)............................................................. 3.B.8.c.
Housing Authority Responsibility for Maintenance and Repair ................................. 8.E.5.
Housing Discrimination ..............................................................................................3.D.2.
Housing Expense, Management of .............................................................................5.D.2.
Housing, Inadequate (Rental Housing) ................................................................... 6.A.5.w.
Housing Inspections, Family....................................................................................... 5.C.4.
Housing Inventory ...................................................................................................... 4.C.7.
Housing Management Leadership, Impact of ............................................................. 1.B.7.
Housing Mission .........................................................................................................3.A.1.
Housing Officer and Clerical Staffing for LHA.................................................... Table 2-2
Housing Officer and Support Positions/Billets ...........................................................3.A.4.
Housing Officer, Description of duties .......................................................................5.A.1.
Housing Operation and Maintenance Funding ...........................................................5.D.1.
Housing Organizational Terms ................................................................................... 1.B.9.
Housing Program, Statutory Authorities for ............................................................... 1.B.1.
Housing Redesignation ............................................................................................... 6.C.4.
Housing, Refusal to Occupy ..................................................................................... 7.B.10.
Housing Regulations...................................................................................................... 6.E.
Housing Representative Description........................................................................ 1.B.9.e.
Housing Representatives, Areas Lacking ...................................................................3.A.5.
Housing Representatives, Staffing of.......................................................................... 2.C.2.
Housing Surveillance for Planning Adjustments ........................................................ 4.C.6.
Housing Utilization Goals........................................................................................... 5.B.4.

                                                                           I

Inadequate Family Housing ........................................................................................ 6.B.3.
Inadequate Family Quarters, Declaration of ............................................................... 6.B.4.
Inadequate UPH Quarters ........................................................................................ 9.A.2.h.
Inadequate (Substandard) Public Quarters Definition .............................................6.A.5.o.
Inadequate Public Quarters, Military Occupancy of.................................................6.E.2.c.
Increases or Exceptions to (Furnishings and Equipment) Allowances ....................... 8.B.9.
Indebtedness Remission (for damage checkage) ..................................................... 6.G.4.e.
Information Packets (Relocation Assistance) ............................................................. 3.B.2.
Initial Occupancy Procedures ..................................................................................... 5.B.1.
Initial Occupancy Report ......................................................................................... 5.B.1.c.
Initial Occupancy Scheduling .................................................................................. 5.B.1.b.
Inspection Authority ................................................................................................... 5.C.1.
Inspection Authority, CO’s UPH Responsibility for ............................................... 9.A.4.a.
Inspection, Fire Protection ..........................................................................................5.D.5.
Inspection for Cause ................................................................................................5.C.4..f.
Inspection, Housing Family ........................................................................................ 5.C.4.
Inspection of Community Housing Listings ............................................................... 3.C.6.
Inspection of Existing (Furnishings and Equipment)..................................................8.D.4.
Inspection of UPH Quarters........................................................................................ 9.B.3.
Inspection, Preassignment (Check-in) ..................................................................... 5.C.4.b.
Inspection, Prelease ................................................................................................. 5.C.4.a.
Inspection, Pretermination ....................................................................................... 5.C.4.d.
Inspection, Purpose of Leased Housing ......................................................................... 7.E.
Inspection, Regular .................................................................................................. 5.C.4.c.
Inspection Reports ...................................................................................................6.G.4.b.


                                                                         I-7
                                                 Contents                                      Index
                                                  U.S. Coast Guard Housing Manual
                                                               Index

                                                                                                                 Article/Section/Table

Inspection, Safety........................................................................................................ 5.C.6.
Inspection, Termination ........................................................................................... 5.C.4.e.
Inspection, Unaccompanied Leased Housing (Ashore and Afloat) ............................ 5.C.5.
Inspector or Inspecting Officer Definition................................................................6.G.3.f.
Installation of Occupant-Owned Equipment...............................................................8.G.3.
Insurance, FHA Section 222 Mortgage.................................................................... 3.B.8.b.
Intent to Vacate, Notice of Occupant........................................................................6.E.1.c.
Inter-Service Support Agreement (ISSA) Definition...............................................6.A.5.p.
Intrastation Moves ................................................................................................... 6.D.4.e.
Inventories of Furnishings and Equipment Requirement............................................8.D.5.
Inventory Identification Marking................................................................................8.D.3.
Inventory, Housing ..................................................................................................... 4.C.7.
Inventory Management ..................................................................................................8.D.
Inventory, Unauthorized Furnishings and Equipment ................................................ 8.B.8.

                                                                                 J

Junior Officers Definition ........................................................................................6.A.5.q.

                                                                                K

Kerosene Heaters ...................................................................................................... 8.B.10.
Key and Essential Personnel Assignment Priority................................................... 6.D.3.a.
Key and Essential Personnel Definition....................................................................6.A.5.r.
Kits, Hospitality .......................................................................................................... 8.B.7.

                                                                                 L

Lease Allocation, Definition of................................................................................ 7.A.5.g.
Lease Allocations, Distribution and Changes ................................................................7.G.
Lease Contracting .......................................................................................................7.D.4.
Lease Costs and Accounting Procedures ........................................................................7.F.
Lease Eligibility Status, Change in ........................................................................... 7.B.11.
Lease Funding Level Definition, Maximum............................................................ 7.A.5.k.
Lease Termination and Vacancies ...........................................................................7.D.4.h.
Leased Housing Amenities ...................................................................................... 7.D.2.c.
Leased Housing Average Cost Limitations..............................................................7.A.5.d.
................................................................................................................................ and 7.G.
Leased Housing Bedroom Allowances .......................................................................7.D.3.
Leased Housing Blanket Exemptions ................................................................. 6.A.3.a.(6)
............................................................................................................................. and 7.C.2.
Leased Housing Damages...........................................................................................7.D.9.
Leased Housing Definitions........................................................................................7.A.5.
Leased Housing Exemptions, Definition of ............................................................. 7.A.5.e.
Leased Housing Furnishings Policy............................................................................7.D.6.
Leased Housing General Policy............................................................................... 1.B.2.d.
Leased Housing Inspections, Purpose of ....................................................................... 7.E.
Leased Housing Occupant Responsibilities ................................................................7.D.7.
Leased Housing Phase-Outs ..................................................................................... 7.B.12.
Leased Housing Program...................................................................................... Chapter 7
Leased Housing Reports ................................................................................................. 7.I.
Leased Quarters Definition ...................................................................................... 7.A.5.h.
Leasing Area Definition............................................................................................7.A.5.i.


                                                                               I-8
                                                 Contents                                      Index
                                                 U.S. Coast Guard Housing Manual
                                                              Index

                                                                                                                Article/Section/Table

Leasing from Military Members and Government Employees................................7.D.4.g.
Length of Occupancy, Leased Quarters .................................................................... 7.B.13.
Liability for Damage or Loss ......................................................................................6.G.1.
Liability Responsibility of LHA ..............................................................................6.G.3.h.
Liability to Leased Housing Occupants, Government’s .............................................7.D.8.
Limitation of Liability for Damages to Family Housing .........................................6.G.3.g.
Living Unit Definition ............................................................................................. 6.A.5.s.
Loans, Mutual Assistance ........................................................................................ 3.B.8.d.
Local Authority, Housing Officer’s ............................................................................5.A.2.
Local Coordination of Shipment and Storage..............................................................8.F.3.
Local Housing Authority (LHA) Definition and Responsibilities ........................... 1.B.9.c.
............................................................................................................................. and 2.A.2.
............................................................................................................................. and 2.B.5.
........................................................................................................................... and 7.A.5.j.
Local Housing Authority (LHA) Liability Responsibility .......................................6.G.3.h.
Local Housing Officer Definition and Responsibilities ........................................... 1.B.9.d.
............................................................................................................................. and 2.B.6.
Long-Range Program Plans ..................................................................................... 1.B.6.c.
Low-Rent Housing Assistance................................................................................. 3.B.8.c.

                                                                               M

Maintenance and Repair, Contracting Services for..................................................... 8.E.7.
Maintenance and Repair of Furnishings ........................................................................ 8.E.
Maintenance and Repair of Occupant Owned Equipment ..........................................8.G.6.
Maintenance and Repair Responsibilities of Housing Authorities.............................. 8.E.5.
Maintenance Requirements and Improvements Planning ........................................ 5.B.2.c.
Major Commands/Headquarters, MLCs, and Districts............................................... 2.B.1.
Male and Female Berthing.......................................................................................... 9.C.3.
Management of Housing Expense ..............................................................................5.D.2.
Mandatory Assignment/Occupancy............................................................................6.D.6.
.......................................................................................................................... and 6.D.7.a.
Mandatory Assignment, Release from........................................................................ 3.B.3.
Mandatory UPH Assignment ...................................................................................... 9.C.4.
Marking, Inventory Identification...............................................................................8.D.3.
Maximum Allowances for Furnishings (Family Quarters) ................................... Table 8-2
Maximum Lease Funding Level Definition............................................................. 7.A.5.k.
Maximum Utilization of Quarters............................................................................... 5.B.3.
Measuring Efficiency in Family Housing Utilization ................................................. 5.B.5.
Members Married to Members (leased Housing Eligibility) ...................................... 7.B.4.
Member with Dependents Involuntarily Unaccompanied Definition .......................9.A.2.i.
Member with Dependents Voluntarily Unaccompanied Definition..........................9.A.2.j.
........................................................................................................................... and 7.A.5.l.
Methods of Measuring Efficiency in Family Housing Utilization.............................. 5.B.5.
MHA Designations/Appeals .....................................................................................1.C.1.f.
Mid-Range Program Plans....................................................................................... 1.B.6.b.
Military and Civilian Schedule of Equivalent Pay Grades.................................... Table 6-1
Military Occupancy of Inadequate Public Quarters..................................................6.E.2.c.
Minimum Bedroom Requirements........................................................................ Table 6-3
Minimum Net Floor Area Per Living Unit ........................................................... Table 4-1
Minimum Standards of Adequacy for Unaccompanied Living Quarters.............. Table 9-1
Mission Statement.......................................................................................................3.A.1.
MLC Commander (mf) Responsibilities.......................................................... 2.B.1.d. & e.


                                                                              I-9
                                                 Contents                                      Index
                                                 U.S. Coast Guard Housing Manual
                                                              Index

                                                                                                                Article/Section/Table

MLC/District/Finance Center Relationship ................................................................ 2.B.2.
MLC/District/FC Organization ............................................................................. Table 2-1
MLC, Districts, and Headquarters/Major Commands Responsibilities ...................... 2.B.1.
Mobile Homes/Trailers, Government-Owned ......................................................... 4.C.3.e.
Mobile Home Space Assignments ............................................................................6.D.12.
Mortgage Assistance.......................................................................................................3.F.
Mortgage Insurance, FHA ....................................................................................... 3.B.8.b.
Moves To and From Government Quarters (Shipment/Storage HHG)........................8.F.4.
Mutual Assistance Loans ......................................................................................... 3.B.8.d.

                                                                                N

Negligence (Gross) Definition ................................................................................. 6.G.3.e.
Negligence (Leading to Damages) Definition ..........................................................6.G.3.j.
Non-Coast Guard Personnel Assignment to Family Housing.....................................6.D.5.
Non-Coast Guard UPH ............................................................................................. 9.C.10.
Noncompetitive Relocation Services .......................................................................... 3.C.3.
Nondiscrimination in Lease Contracting ..................................................................7.D.4.i.
Non-duty Transient in UPH Definition.................................................................... 9.A.2.k.
Nonpermanent Party Quarters Improvement ...........................................................9.A.4.d.
Notice of Occupant Intent to Vacate.........................................................................6.E.1.c.
Notice of Termination..................................................................................................6.F.3.

                                                                                O

Objective, Housing Program.................................................................................... 1.A.3.a.
............................................................................................................................. and 3.A.2.
Occupancy History Record ......................................................................................... 5.B.7.
Occupancy, Initial....................................................................................................... 5.B.1.
Occupancy Management................................................................................................ 5.B.
Occupancy, Mandatory ...............................................................................................6.D.6.
.......................................................................................................................... and 6.D.7.a.
Occupancy of UPH, Civilian ...................................................................................... 9.C.9.
Occupancy of UPH, CO’s Responsibility................................................................ 9.A.4.c.
Occupancy Procedure, Streamlined ......................................................................... 5.B.1.c.
Occupancy, Subsequent .............................................................................................. 5.B.2.
Occupancy Tenure ...................................................................................................6.D.4.g.
Occupancy, UPH ..................................................................................................... 9.A.4.c.
Occupant-Owned Equipment.........................................................................................8.G.
Occupant Responsibilities, Family Housing .............................................................6.E.1.e.
Occupant Responsibilities, Leased Housing ...............................................................7.D.7.
Occupant Responsibilities, UPH.............................................................................. 9.B.1.g.
Office of Personnel and Training Responsibilities .....................................................2.A.4.
Officers Definition ....................................................................................................6.A.5.t.
O&M Funding.............................................................................................................5.D.1.
Operation and Maintenance (O&M) Billets................................................................ 2.C.3.
........................................................................................................................and Table 2-4
Operation and Maintenance (O&M) Funding.............................................................5.D.1.
Operational Necessity (UPH) Definition ..................................................................9.A.2.l.
Optimum Occupancy of Family Housing ................................................................... 6.E.2.
Optional Occupancy of Family Housing..................................................................6.D.7.b.
Organizational Terms.................................................................................................. 1.B.9.
Organization and Staffing, Program ..................................................................... Chapter 2


                                                                             I-10
                                                Contents                                     Index
                                                U.S. Coast Guard Housing Manual
                                                             Index

                                                                                                             Article/Section/Table

Out-of-Pocket Expense ............................................................................................ 1.C.1.b.
Overseas Family Housing Assignment Eligibility Date ....................................... Table 6-4
Overseas Housing Allowance (OHA)...................................................................... 1.C.1.e.

                                                                              P

Partial BAQ Definition ...........................................................................................9.A.2.m.
Pay Checkage for Damages ............................................................................... 6.G.4.c.(6).
Pay Grades, Civilian and Military Schedule of Equivalent................................... Table 6-1
Periodic Reviews ........................................................................................................ 5.B.8.
Permanent Diversion, Definition of ......................................................................... 6.A.5.h.
Permanent Party (UPH) Quarters Definition ........................................................... 9.A.2.n.
Personal Household Effects, Disposition of.............................................................. 6.F.3.f.
Personal Property, Drayage and Storage of ..............................................................8.F.5.a.
Personally Owned Items, Shipment and Storage of.....................................................8.F.2.
Pesticide Control...................................................................................................... 5.D.4.c.
Pets....................................................................................................................6.E.1.d. & e.
Phase-Outs (of Leased Housing)............................................................................... 7.B.12.
Physically Vacated Definition ............................................................................... 6.A.5.cc.
Planning Adjustments, Housing Surveillance for ....................................................... 4.C.6.
Planning and Programming, UPH..................................................................................9.D.
Planning Factors for Cutter Housing .................................................................... Table 4-2
Planning Guidelines (access to community) ............................................................... 4.B.2.
Planning Maintenance Requirements and Improvements ........................................ 5.B.2.c.
Planning Trends, Family Housing .............................................................................. 1.B.5.
Planning, Programming, and Acquisition ............................................................. Chapter 4
Portable/Baseboard Heaters .....................................................................................5.D.4.b.
Portable Fuel-Fired Heaters ...................................................................................... 8.B.10.
Positions/Billets, Housing Officer and Support ..........................................................3.A.4.
Posting of Waiting Lists........................................................................................... 6.D.8.e.
Preassignment (Check-in) Inspection ...................................................................... 5.C.4.b.
Prelease Inspection .................................................................................................. 5.C.4.a.
Pretermination Inspection ........................................................................................ 5.C.4.d.
Priorities for Assignment ............................................................................................6.D.3.
Priority of UPH Assignment ....................................................................................... 9.C.2.
Private Community Support program Resource ...................................................... 1.B.2.c.
Procurement of Furnishings and Equipment.................................................................. 8.C.
Program Administration.............................................................................................. 1.B.3.
Program Components (AC&I) .................................................................................... 4.C.3.
Program Directors.......................................................................................................2.A.5.
Program Plans ............................................................................................................. 1.B.6.
Programming Flow (AC&I)........................................................................................ 4.C.4.
Prohibited Items and Community Services.............................................................. 6.E.1.d.
Property Accountability ..............................................................................................8.D.2.
Public Quarters Definition ....................................................................................... 6.A.5.v.

                                                                              Q

Quality, Adequacy Factor ........................................................................................ 1.B.4.c.
Quarterly Owned Housing Vacancy Report ............................................................... 5.B.6.
Quarters, Alterations to...............................................................................................8.G.5.
Quarters Definition ..................................................................................................6.G.3.k.
Quarters for the Handicapped ..................................................................................... 6.C.3.


                                                                            I-11
                                                 Contents                                      Index
                                                  U.S. Coast Guard Housing Manual
                                                               Index

                                                                                                                 Article/Section/Table

Quarters Improvement Plan for UPH.......................................................................9.A.4.d.
Quarters Occupied by Personnel of Other Military Services or Foreign
 Governments (Furnishings and Equipment) ........................................................... 8.B.12
Quarters Redesignation............................................................................................... 6.C.4.
Quarters, Student .....................................................................................................9.A.2.p.
Quarters to be Leased..................................................................................................7.D.2.

                                                                                R

Radon Risk Assessment............................................................................................5.D.4.f.
Reactivating DoD Housing .........................................................................................4.D.3.
Record of Occupancy History..................................................................................... 5.B.7.
Records of Utility Usage.......................................................................................... 5.D.3.c.
Recreational Equipment...........................................................................................5.D.4.g.
Recreational Facilities................................................................................................. 4.B.5.
Redesignation of Family Housing............................................................................... 6.C.4.
Redistribution of Furnishings and Equipment ............................................................8.D.7.
Referral Charges and Commissions............................................................................ 3.C.4.
Referral Service .......................................................................................................... 3.C.1.
Refusal to Occupy Owned Housing.......................................................................... 7.B.10.
Regular Inspection of Family Housing .................................................................... 5.C.4.c.
Regulations, Housing..................................................................................................... 6.E.
Reimbursement for Damages, disposition of ............................................................6.G.4.f.
Reimbursement to Local Governments....................................................................... 4.B.6.
Release from Mandatory Assignment......................................................................... 3.B.3.
Relocation Assistance .................................................................................................... 3.B.
................................................................................................................................ and 3.C.
Remission of Indebtedness (for damage checkage) ................................................. 6.G.4.e.
Remote and Inaccessible Areas, Providing Furnishings to ......................................... 8.B.6.
Rental Housing (inadequate family housing).......................................................... 6.A.5.w.
Rental Charges for Volunteers Occupying Inadequate Quarters ......................... 4.C.7.f.(2)
Repair Services of GSA .............................................................................................. 8.E.6.
Repair vs Replacement, Household Equipment................................................... Figure 8-1
Replacement Housing Policy..................................................................................... 1.B.10
Report, Initial Occupancy ........................................................................................ 5.B.1.c.
Reporting Requirements of Transferring Personnel.................................................... 3.B.3.
Reporting Requirements, UPH ................................................................................... 9.B.4.
Repossession of Rental Units.......................................................................................6.F.6.
Representative, Housing .......................................................................................... 1.B.9.e.
Representative, Areas Lacking Housing .....................................................................3.A.5.
Representatives, Staffing of ........................................................................................ 2.C.2.
Reserve Quarters, UPH........................................................................................... 9.A.2.O.
Reserve, Transient, and Student Quarters (UPH) ....................................................... 9.C.8.
Responsibilities of Commandant G-E.........................................................................2.A.6.
Responsibilities of Commandant G-P.........................................................................2.A.4.
Responsibilities of Local Housing Authority.............................................................. 2.B.5.
Responsibilities of MLC Commander ............................................................. 2.B.1.d. & e.
Responsibilities of MLCs, Districts, and Headquarters/Major Commands ................ 2.B.1.
Responsibilities of Office of Personnel and Training .................................................2.A.4.
Responsibility of the Housing Authority for Maintenance and Repair ....................... 8.E.5.
Review of UPH Rules and Regulations ................................................................... 9.A.4.e.
Right to Housing, No Inherent................................................................................. 1.A.4.a.
Rules for Termination of Family Housing Occupancy ......................................... Table 6-5


                                                                              I-12
                                                 Contents                                      Index
                                                 U.S. Coast Guard Housing Manual
                                                              Index

                                                                                                                Article/Section/Table


                                                                                S

Safety Considerations .................................................................................................5.D.4.
Safety Inspections ....................................................................................................... 5.C.6.
Sanctioned Housing List ............................................................................................. 3.B.4.
Scarce or Limited Coast Guard-Owned Quarters .................................................... 6.D.7.c.
Scheduling Initial Occupancy .................................................................................. 5.B.1.b.
Section 222, FHA ........................................................................................................3.F.1.
Section 222 Mortgage Insurance, FHA.................................................................... 3.B.8.b.
Security Deposits ........................................................................................................ 3.B.9.
Senior Officers Definition........................................................................................ 6.A.5.y.
Settlement Authority (for claim collection) ..............................................................6.G.3.l.
Shades or Venetian Blinds ......................................................................................... .8.B.3.
Shipment/Storage of Household Furnishings and Equipment ........................................8.F.
Short-Range Housing Program Plan ........................................................................ 1.B.6.a.
Size Factor of Adequacy.......................................................................................... 1.B.4.a.
Smoke Detectors (General)...................................................................................... 5.D.4.e.
Space Heaters............................................................................................................ 8.B.10.
Special Assignment Categories................................................................................6.D.1.d.
Special Command, Flag and Command Quarters Furnishings ................................ 8.B.5.a.
Sponsor Program......................................................................................................... 3.B.1.
Sponsors, Families of Absentee ................................................................................6.D.11.
Staffing .......................................................................................................................... 2.C.
Staffing and Manning .................................................................................................3.A.4.
Staffing for AHA .................................................................................................. Table 2-3
Staffing for LHA Clerical and Housing Officer.................................................... Table 2-2
Standards of Adequacy for Leased Quarters...............................................................7.D.2.
Standards of Adequacy for Owned Quarters ................................................................. 6.B.
Standards of Adequacy (Square Footage) for Owned/Leased Quarters................ Table 4-1
Standards of Adequacy for Unaccompanied Living Quarters............................... Table 9-1
Standards of Conduct..................................................................................................3.A.8.
Statutory Authorities for CG Housing Program.......................................................... 1.B.1.
Storage and Shipment of Household Furnishings and Equipment..................................8.F.
Storage of Dangerous Materials............................................................................... 5.D.4.a.
Storage of Personally Owned Furnishings...................................................................8.F.5.
Stoves, Wood-Burning.............................................................................................. 8.B.11.
.......................................................................................................................... and 5.D.4.d.
Streamlined Occupancy Procedure .......................................................................... 5.B.2.b.
Student Quarters Definition .....................................................................................9.A.2.p.
Subsequent Occupancy ............................................................................................... 5.B.2.
Suggestions ......................................................................................................... ??????????
Support Director, Office of Personnel and Training ...................................................2.A.4.
Survey and Disposal of Furnishings ...........................................................................8.D.8.

                                                                                T

Taxes, Local................................................................................................................ 4.B.6.
Telephone, Wiring ......................................................................................................8.H.2.
Television Wiring and Instruments, Cable..................................................................8.H.3.
Temporary Diversion, Definition of .........................................................................6.A.5.i.
Temporary Lodging Expense (TLE) Allowance Entitlement ..................................... 9.B.8.
Temporary Storage ...................................................................................................8.F.5.b.


                                                                             I-13
                                                 Contents                                     Index
                                                 U.S. Coast Guard Housing Manual
                                                              Index

                                                                                                               Article/Section/Table

Tenure of Occupancy...............................................................................................6.D.4.g.
Terminating Assignment to Family Housing...............................................................6.F.1.
Termination Inspection ............................................................................................ 5.C.4.e.
Termination Notice ......................................................................................................6.F.3.
Termination of Family Housing Occupancy......................................................... Table 6-5
Total Housing Allowance (THA) ............................................................................ 7.A.5.n.
Trailers/Mobile Homes, Government-Owned ......................................................... 4.C.3.e.
Training, Commandant G-P’s Responsibility ...........................................................2.A.4.j.
Training, District Commander’s Responsibility .................................................2.B.1.a.(6).
Training, Fire Protection.................................................................................. 5.D.5.a. & b.
Training, Local Housing Officer’s Responsibility.................................................... 2.B.6.i.
Training, Part of Program Policy .............................................................................1.A.3.b.
Training, Portable heater Safety Requirements......................................................... 8.B.10.
Transferring Personnel Reporting Requirements........................................................ 3.B.3.
Transient Quarters (UPH) Definition.......................................................................9.A.2.q.
Transportation Cost for Dependents and Household Goods .................................. 6.D.11.c.
Type of Quarters Assigned .......................................................................................6.D.4.f.
Types and Grades of Furnishings and Equipment ...................................................... 8.C.5.

                                                                               U

Unaccompanied Leased Housing (Ashore and Afloat) Inspections............................ 5.C.5.
Unaccompanied Leased Housing Afloat Leased Housing (UPALH) ......................7.A.5.o.
Unaccompanied Personnel Definition.......................................................................9.A.2.r.
Unaccompanied Personnel, Discrimination against.................................................1.A.4.b.
Unaccompanied Personnel Housing (UPH).......................................................... Chapter 9
Unaccompanied Personnel Housing (UPH) Definition ........................................... 9.A.2.s.
.......................................................................................................................... and 7.A.5.a.
Unaccompanied Personnel Housing (UPH) Furnishings ............................................ 8.B.4.
Unaccompanied Personnel Housing (UPH) Planning Trend ................................... 1.B.5.b.
Unaccompanied Personnel Leased Housing (UPLH) .............................................. 7.A.5.g.
Unauthorized Furnishings and Equipment.................................................................. 8.B.8.
Unauthorized Work..................................................................................................... 8.E.8.
Uniform Federal Accessibility Standards ................................................................ 8.C.3.e.
Unit Relocation Planning.......................................................................................... 3.B.10.
United States Definition (as used in Housing Program) ........................................ 6.A.5.aa.
Unresolved Damages ...............................................................................................6.G.4.g.
UPH Adequacy, Determination of ...........................................................................9.A.4.b.
UPH Adequacy Standards........................................................................................... 9.C.6.
UPH Alternatives........................................................................................................9.D.8.
UPH Assignment and Occupancy.................................................................................. 9.C.
UPH Change in Use or Diversion ............................................................................... 9.B.2.
UPH, Civilian Occupancy of ...................................................................................... 9.C.9.
UPH Command Responsibilities ................................................................................9.A.4.
UPH Definitions .........................................................................................................9.A.2.
UPH Diversion..........................................................................................................9.A.4.j.
UPH Diversion or Change in Use ............................................................................... 9.B.2.
UPH Eligibility, Determination of ........................................................................... 9.A.4.g.
UPH Furniture and Equipment ................................................................................... 9.C.7.
UPH General Policies .................................................................................................9.A.3.
UPH, Inadequate Quarters ....................................................................................... 9.A.2.h.
UPH Inspection........................................................................................................... 9.B.3.
UPH Management Policy ........................................................................................... 9.B.1.


                                                                             I-14
                                                 Contents                                     Index
                                                 U.S. Coast Guard Housing Manual
                                                              Index

                                                                                                               Article/Section/Table

UPH, Mandatory Assignment ..................................................................................... 9.C.4.
UPH New Construction Criteria ........................................................................... Table 9-2
UPH, Non-Coast Guard ............................................................................................ 9.C.10.
UPH, Non-duty Transient in .................................................................................... 9.A.2.k.
UPH Occupancy ...................................................................................................... 9.A.4.c.
UPH Occupancy and Adequacy Assessment........................................................... 9.A.4.h.
UPH Occupant Responsibilities............................................................................... 9.B.1.g.
UPH Planning and Programming...................................................................................9.D.
UPH Program Administration........................................................................................ 9.B.
UPH Reporting Requirements .................................................................................... 9.B.4.
UPH Reserve Quarters.............................................................................................9.A.2.o.
UPH Reserve, Transient, and Student Quarters .......................................................... 9.C.8.
UPH Review of Rules and regulations..................................................................... 9.A.4.e.
UPH Sizing .................................................................................................................9.D.6.
UPH Terminations .................................................................................................... 9.C.11.
UPH Waiting Lists....................................................................................................9.A.4.i.
UPLH/UPALH Visitation Privileges ..........................................................................7.D.5.
Utilities Conservation .................................................................................................5.D.3.
Utilities Service...........................................................................................................8.G.4.
Utility Usage Record ............................................................................................... 5.D.3.c.
Utilization, Goals for Housing .................................................................................... 5.B.4.
Utilization of Quarters, Maximum.............................................................................. 5.B.3.

                                                                               V

VA and FHA-Insured Mortgages................................................................................ 3.E.1.
Vacancy Loss........................................................................................................... 5.B.2.a.
Vacancy Report, Quarterly Owned Housing .............................................................. 5.B.6.
Vacant Quarters ....................................................................................................... 6.D.1.e.
Vacant, Failure to.........................................................................................................6.F.4.
Vacant, Notice of Occupant Intent to........................................................................6.E.1.c.
Variable Housing Allowance (VHA)....................................................................... 1.C.1.c.
Venetian Blinds or Shades .......................................................................................... 8.B.3.
Veterans Affairs (VA) Home Loans ........................................................................ 3.B.8.a.
VHA and BAQ Entitlements ...................................................................................... 9.B.7.
VHA Offset.............................................................................................................. 1.C.1.d.
VHA Rates/Changes .................................................................................................1.C.1.f.
Visitation Privileges in UPLH/UPALH ......................................................................7.D.5.
Volunteer Referral/Listing Services............................................................................ 3.C.5.

                                                                               W

Waiting List Procedures..............................................................................................6.D.8.
Waiting Lists Posting............................................................................................... 6.D.8.e.
Waiting Lists, UPH...................................................................................................9.A.4.i.
Warehousing and Handling (Furnishings and Equipment Inventory).........................8.D.6.
Watchstander Quarters Definition ............................................................................9.A.2.t.
Water Heaters .............................................................................................................8.G.7.
Window Treatments, Family Housing ........................................................................ 8.B.3.
Wood-Burning Stoves and Fireplaces........................................................................ 8.B.11
.......................................................................................................................... and 5.D.4.d.




                                                                             I-15
                                 Contents                        Index
                                     Enclosure Reference Listing


Encl   Form #             Form Title                                                       Page   Reference
 #                                                                                                Paragraph #
 1                        Required Housing Program Reports/Forms Avaiability               5-1    5.A.3
                                                                                           7-11   7.D.12
 2     DD-1144    5-99    Coast Guard Housing Interservice Support Agreement (ISSA)        4-19   4.D.1
                          Procedures & DD-1144 (5-99) Support Agreement                    5-16   5.G.2.c.

 3                        Recouping Funds for Damage                                       6-24   6.G.4.a.
                                                                                           6-26   6.G.4.c.(2) & (5)
 4     DA-5546    10-96   Detailed Sales/Rental Listing                                    3-4    3.C.2.d.
 5     AF-227     9-90    Quarters Condition Inspection Report                             3-4    3.C.2.g.
                                                                                           5-6    5.D.3.
                                                                                           8-7    8.D.5.
                                                                                           9-5    9.A.7.a. & b.
                                                                                           9-7    9.B.3. & 3.d.
 6     CG-4894    6-76    Off-Base Housing Application                                     3-5    3.C.2.h.
 7     HUD-903    1-93    Housing Discrimination Complaint                                 3-6    3.D.4.b.(3) & (4)
 8     DD-1607    4-95    Application for Homeowners Assistance                            3-7    3.E.2.a. & c.
                                                                                           3-8    3.E.2.d.(3)
 9                        Family Housing & UPH Requirements Analysis                       4-3    4.A.2.d.(1) & (2)
                                                                                           9-16   9.D.6.
 10               2000    OMB Circular # A-11, Preparation & Submission of Budget          6-4    6.B.1
                          Estimates
 11                       Outline for Generic Scope of Services- Housing Market Study      4-12   4.C.4.d.(4)(d)
                          Elements
 12                       AC&I Shore Construction Strategic Calender (daft)                4-12   4.C.5. & 5.b.
                                                                                           4-15   4.C.5.f
 13                       Problem Statement (PS) (draft)                                   4-12   4.C.5.a
 14                       Guidance for Planning Proposals involving Housing Acquisition    4-13   4.C.5.b.(1)
 15               10-93   OMB Circular A-45, Rental & Construction of Government           4-3    4.A.2.d.(1)
                          Quarters                                                         4-18   4.C.7.e.(2)
                                  Pg 4-13 4.C.5.b.(2)       Pg 5-14 5.E.8.                 6-6    6.B.3.
                                     6-4 6.B.1.                6-5 6.B.2.c.(3) & (4)       7-5    7.C.1.
                                     6-8 6.D.1.c.(2)           6-12 6.D.5.d.               9-14   9.C.9.
 16    CG-5436    1-99    Fire Protection System Evaluation                                5-13   5.E.6.a.
 17    CG-5267    6-99    Application for Assignment to Military Housing                   6-7    6.D.1.b.(6)
                                                                                           6-13   6.D.7.
 18    DD-1747    9-93    Status of Housing Availability                                   6-13   6.D.7.
 19    CG-5571    9-93    United States Coast Guard Residential Lease                      7-7    7.D.4.
       CG-5571A   7-93    United States Coast Guard Residential Lease General Provisions

 20    AF-228     11-00   Furnishings Custody & Condition Report                           8-7    8.D.5.
                                                                                           9-5    9.A.7.b.
                                                                                           9-7    9.B.3. & 3.d.
 21    CG-5427    6-99    UPH Furnishings and Equipment Funding Request                    9-13   9.C.7.
 22    CG-5660    6-99    Permanent Party UPH Occupancy Report                             9-4    9.A.5.i.
 23    CG-5661    6-99    Transient UPH Occupancy Report                                   9-4    9.A.5.i.
                                                                                           9-10   9.C.1.h.
       CG-4094            Shore Station Maintenance Record                                 5-13   5.E.6.b.
       CG-4107A           Dependency Application/Verification Form                         6-13   6.D.7.
       DD-139     5-53    Pay Adjustment Authorization                                     6-24   6.G.4.a.
                                                                                           6-27   6.G.4.d.(2)

				
DOCUMENT INFO
Shared By:
Categories:
Tags:
Stats:
views:49
posted:10/8/2011
language:English
pages:318