Income Limits (Maximum & Minimum)

Public House automatically calculates income limits using Area Median Income (AMI). These limits are used across:

• Campaigns (screening forms)
• Properties (candidate filtering)
• Service Files (final eligibility checks)

When AMI values are updated (e.g. new HUD data), income limits are recalculated across the system.

How income limits are calculated

You choose a calculation type and a percentage of AMI.

Calculation types

• Median Based on 100% AMI for a 4-person household, adjusted for household size
• HUD Uses HUD-defined rules (commonly 80% AMI), with rounding
• MTSP Used for tax credit properties (specific HUD-based formula)
• Modified Uses AMI with flexible rounding options
• Override No calculation — values are entered manually

Maximum income

Defines the upper income limit.

• Max AMI % → e.g. 80%
• Combined with:
• AMI value
• Household size
• Calculation type

Minimum income

Defines the lower income limit.

You have two options:

1. Calculated (AMI %)

• Based on AMI and a percentage (e.g. 50%)
• Uses the same calculation method as the maximum

2. Override (fixed value)

• Set a specific income manually

Where income limits are used

Campaigns

• Define limits for the screening form
• Set manually per campaign

Properties

• Used to filter applicants into the candidate pool

Service Files

• Used to determine final eligibility
• Automatically inherit values from the campaign
• Adjust based on household size

When recalculation happens

On Service Files, income limits update automatically when key fields change, such as:

• Household size
• AMI values
• AMI percentages
• Calculation type

Override behaviour

You can override calculations on Service Files to:

• Prevent recalculation
• Preserve historical records

Useful when entering past applications where AMI values have changed.