This page includes information for PHAs and field offices for CY 2017 Operating Subsidy Processing.

CY 2017 Schedule

• Form 52723 & 52722 submission schedule (PDF)
   
• (NEW) Project Submission and Revision Deadlines (PDF)

CY 2017 Obligations

• CY 2017 Preliminary Eligibility as of 03/15/17
   
• CY 2017 Preliminary Eligibility as of 03/15/17 by State/Territory
   
• CY 2017 Interim Eligibility as of 07/24/17
   
• CY 2017 Interim Eligibility as of 07/24/17 by State/Territory
   
• CY 2017 Final Eligibility as of 09/05/17
   
• CY 2017 Final Eligibility as of 09/05/17 by State/Territory
   
• (NEW) CY 2017 Final Eligibility Guidance - 09/05/17 (PDF)
   
• (NEW) CY 2017 Final Eligibility as of 10/13/17 by State/Territory
   
• 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 Obligations
   
• May Obligation Letters
   
• Explanation of June Obligations
   
• June Obligation Letters
   
• June Obligation Detailed Calculation Reports
   
• Explanation of July Obligations
   
• July Obligation Letters
   
• July Obligation Detailed Calculation Reports
   
• Explanation of August and September Obligations
   
• August and September Obligation Letters
   
• August and September Obligation Detailed Calculation Reports
   
• Explanation of October Obligations
   
• October Obligation Letters
   
• October Obligation Detailed Calculation Reports
   
• Explanation of November and December Obligations
   
• (NEW) November and December Obligation Letters
   
• (NEW) Final 2017 Reconciliation Reports (Coming Soon)
• (NEW) Obligations Letters from distribution of 2017 Holdback Funds (Sept 24, 2018)
• Explanation of 2017 Holdback Obligations

2017 Closeout Documents

• 2017 Final HUD 52723s

Excel Tools and Data Collection

• CY 2017 PHA HUD - 52723 & 52722 Technical Notes (Updated 01/11/2017 - PDF)

• CY 2017 PHA HUD-52723 Excel Tool User Guide (Updated 12/16/2016 - PDF)

• CY 2017 PHA HUD-52722 Excel Tool User Guide (Updated 12/16/2016 - PDF)

• CY 2017 PHA HUD-52723 Excel Tool (Updated 07/17/2017 - MS-Excel/Zip File)

• CY 2017 PHA HUD-52722 Excel Tool (Updated 07/17/2017 - MS-Excel/Zip File)

• CY 2017 Operating Subsidy Inventory (MS-Excel)

• Restore Excel Menu Bars Kit (MS-Excel/Zip File)

• (NEW) CY 2017 Pre-populated non unit status data, data to be used for completing CY 2017 operating subsidy submissions (Formula Inc., PELs, Inflation factors, PILOT, Audit, Stop Loss) (PDF)

• (NEW) CY 2017 Pre-populated Unit Status Data – Eligible Unit Months (First of Month or BOM) (PDF)

• (NEW) CY 2017 Pre-populated Unit Status Data – Eligible Unit Months (Last of Month or EOM) (PDF)

Notices

• Amendment – Public Housing Operating Subsidy Eligibility Calculations for Calendar Year (CY) 2017 (PDF)

• Public Housing Operating Subsidy Eligibility Calculations for Calendar Year (CY) 2017 (PDF)

• 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 2017 UEL Inflation Factor Calculation (PDF)
   
• Energy Performance Contracting (EPC) web page
   
• EPCs: Processing COCC Adjustments for an Existing Energy Performance Contract (PDF)
   
• EPCs: Capturing the resident-paid utilities incentive on form HUD-52723
  • Example

Guidance

• Guidance on Funding CY 2017 New Projects and Units (PDF)
   
• New Project Log (Updated 07/31/17 - PDF)
   
• FAQs related to the HUD-52723 (PDF)
   
• CY-2017 EDSC Guidance (PDF)
   
• CY-2017 EDSC List (MS Excel)
   
• CY2017 ARF Guidance for PHAs (PDF)
   
• Appeals for Changing Market Conditions (PDF)
   
• CY 2017 Formula Income Methodology (PDF)
   
• CY 2017 Operating Subsidy Inventory Guidance (PDF)
   
• Faircloth Limit: Maximum Number of Units Eligible for CY2017 Operating Subsidy (PDF)
   
• Guidance on the Faircloth Limit (Updated 12/11/2017 PDF)
   
• Guidance to Assist PHAs in Completing SF-424
  • SF-424 Guidance
  • SF-424 Form
  • SF-424 List of Certifications and Assurances
  • DUNS Guidance
  • SAM Guidance
• Rolling Base Adjustment - Guidance (PDF)
   
• Rolling Base Adjustment - Sample Calculation (MS Excel)
   
• Family Self-Sufficiency (FSS) Program: ACCOUNTING BRIEF #23 contains vital information on reporting requirements for FSS (i) Coordinator Grants (CFDA #14.896), (ii) Program Expenses, (iii) Escrow Activities, and (iv) the Rental Assistance Demonstration (RAD) program (PDF)

Operating Subsidy Calculation Instructions and Paper Forms

*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)