This page includes information for PHAs and field offices for CY 2016 Operating Subsidy Processing.

CY 2016 Schedule

• Form 52723 & 52722 submission schedule (PDF)

CY 2016 Obligations:

• CY 2016 Final Eligibility as of 09/27/16
   
• CY 2016 Final Eligibility Guidance - 09/27/16 (PDF)
   
• CY 2016 Interim Eligibility as of 08/22/16  
   
• 2016 Interim HUD-52723s as of 08/22/16   
   
• Explanation of January Obligations
   
• January Obligation Letters 
   
• Explanation of February Obligations
   
• February Obligation Letters
   
• Explanation of March Obligations
   
• March Obligation Letters
   
• Explanation of April Obligations
   
• April Obligation Letters
   
• Explanation of May and June Obligations
   
• May and June Obligation Letters
   
• Explanation of July and August Obligations
   
• July and August Obligation Letters
   
• Explanation of September and October Obligations
   
• September and October Obligation Letters
   
• Explanation of November Obligations
   
• November Obligation Letters
   
• Explanation of December Obligations
   
• December Obligation Letters
   
• (NEW)  Final 2016 Reconciliation Reports

Excel Tools and Data Collection: 

• CY 2016 PHA HUD-52723 Excel Tool User Guide
   
• CY 2016 PHA HUD-52722 Excel Tool User Guide 
   
• CY 2016 PHA HUD-52723 Excel Tool (Updated 8/31/2016 - MS-Excel/Zip File)
   
• CY 2016 PHA HUD-52722 Excel Tool (Updated 8/31/2016 - MS-Excel/Zip File)
   
• CY 2016 PHA HUD - 52723 & 52722 Technical Notes (Updated 2/4/2016)
   
• Restore Excel Menu Bars Kit (MS-Excel/Zip File) 
   
• CY 2016 Inventory Validation Workbook (MS-Excel)
   
• Data to be used for completing CY 2016 operating subsidy submissions (Formula Inc., PELs, Inflation factors, PILOT, Audit, Stop Loss) (PDF)
   
• CY 2016 Pre-populated Unit Months: First of Month (PDF Updated 1/13/2016)
   
• CY 2016 Pre-populated Unit Months: Last of Month (PDF Updated 1/13/2016)

Notices

• PIH 2016-10 Rev1, Public Housing Operating Subsidy Calculations for CY 2016 (Updated 6/09/2016)
   
• PIH 2011-18, Guidance on the Asset-Repositioning Fee and Guidance on Re-occupying Public Housing Units Proposed or Approved for Demolition, Disposition, or Transition to Homeownership

Utility Information and Guidance

• CY 2016 UEL Inflation Factor Calculation
   
• Energy Performance Contracting (EPC) web page
   
• EPCs: Processing COCC Adjustments for an Existing Energy Performance Contract
   
• EPCs: Capturing the resident-paid utilities incentive on form HUD-52723
  • Example

Guidance

• Faircloth Limit: Guidance on Maximum Number of Units Eligible for CY2016 Operating Subsidy (PDF)
   
• Faircloth Limit: Maximum Number of Units Eligible for CY2016 Operating Subsidy (PDF)
   
• CY 2016 Inventory Guidance (PDF)
   
• Guidance on Funding CY 2016 New Projects and Units (PDF)
   
• New Project Log (Updated 9/19/16 - PDF)
   
• Appeals for Changing Market Conditions (PDF)
   
• CY 2016 Formula Income Methodology (PDF)
   
• FAQs related to Subsidy Processing
   
• EDSC Guidance
   
• CY2016 Asset Repositioning Fee (ARF) Implementation Guidance for Field Offices (PDF)
   
• Guidance to Assist PHAs in Completing SF-424
  • SF-424 Guidance
  • SF-424 Form
  • DUNS Guidance
  • SAM Guidance

Operating Subsidy Calculation Instructions and Paper Forms (MS Word)

*Note: The Operating Fund program only accepts the Electronic Forms (Excel Tools) posted above unless otherwise approved by HUD Field Offices.

• Form HUD-52723 and calculation instruction, Operating Fund Calculation of Operating Subsidy (PHA-Owned Rental Housing) (MS Word)
   
• Form HUD-52722 and calculation instructions, Operating Fund Calculation of Utility Expense Level (PHA-Owned Rental Housing) (MS Word)
   
• Form HUD-53087 and calculation instructions, Calculation of Subsidies for Operations (Non-Rental Housing) (MS Word)