Calendar Year (CY) 2018 Subsidy Processing
This page includes information for PHAs and field offices for CY 2018 Operating Subsidy Processing.
Operating Fund (Op-Fund) Web Portal
CY 2018 Schedule
CY 2018 Eligibility
- CY 2018 Operating Fund Validation Report (09/07/18 - PDF)
- CY 2018 Operating Fund Eligibility Validation Report Guidance as of 08/27/18 (09/07/18 - PDF)
- CY 2018 Interim Eligibility as of 06/13/18 (PDF)
- CY 2018 Preliminary Eligibility as of 03/23/18 (PDF)
Preliminary form 52723 by State/Territory
CY 2018 Explanations and Obligations
- Explanation of January Obligations
- January Obligation Letter
- January Detailed Calculation Reports
- Explanation of February and March Obligations
- February and March Obligation Letter
- February and March Detailed Calculation Reports
- Explanation of April Obligations
- April Obligation Letter
- April Detailed Calculation Reports
- Explanation of May Obligations
- May Obligation Letter
- May Detailed Calculation Reports
- Explanation of June Obligations
- June Obligation Letter
- June Detailed Calculation Reports
- Explanation of July Obligations
- July Obligation Letter
- July Detailed Calculation Reports
- Explanation of August Obligations
- August Obligation Letter
- August Detailed Calculation Reports
- Explanation of September and October Obligations
- September and October Obligation Letter
- September and October Detailed Calculation Reports
- Explanation of November Obligations
- November Obligation Letter
- November Detailed Calculation Reports
- Explanation of December Obligations
- December Obligation Letter
- Explanation of 2018 Holdback Obligations
- Final 2018 Reconciliation Reports
- Obligations Letters from distribution of 2018 Holdback Funds
Excel Tools and Data Collection
- CY 2018 Operating Subsidy Inventory (Updated 9/27/2017 - MS-Excel)
- Restore Excel Menu Bars Kit (MS-Excel/Zip File)
- CY 2018 PHA HUD - 52723 & 52722 Technical Notes (Updated 8/10/2017 - PDF)
- CY 2018 PHA HUD-52723 Excel Tool User Guide (Updated 02/05/2018 - PDF)
- CY 2018 PHA HUD-52722 Excel Tool User Guide (Updated 02/05/2018 - PDF)
- CY 2018 PHA HUD-52723 Excel Tool (Updated 07/16/2018 - MS-Excel/Zip File)
- CY 2018 PHA HUD-52722 Excel Tool (Updated 07/16/2018 - MS-Excel/Zip File)
- CY 2018 PHA HUD-52723 Excel Tool (Updated 8/15/18 - MS-Excel/Zip File)
- CY 2018 PHA HUD-52722 Excel Tool (Updated 8/13/18 - MS-Excel/Zip File)
- CY 2018 Pre-populated non unit status data, data to be used for completing CY 2018 operating subsidy submissions (Formula Inc., PELs, Inflation factors, PILOT, Audit, Stop Loss) (PDF)
- CY 2018 Pre-populated Unit Status Data – Eligible Unit Months (First of Month or BOM) (PDF)
- CY 2018 Pre-populated Unit Status Data – Eligible Unit Months (End of Month or EOM) (PDF)
- CY 2018 Notice of changes to HUD Form 52722 Pre Populated data (PDF)
Notices
- Asset Repositioning Fee (ARF) Notice PIH-2017-22 (12/01/2017 - PDF)
- CY 2018 Operating Subsidy Processing Notice PIH-2017-27 (12/11/2017 - PDF)
Utility Information and Guidance
- CY 2018 UEL Inflation Factor (PDF)
- Rolling Base Adjustment - Guidance (PDF)
- Rolling Base Adjustment - Sample Calculation (MS Excel)
- Energy Performance Contracting (EPC) web page
- EPCs: Processing COCC Adjustments for an Existing Energy Performance Contract (PDF)
- EPCs: Calculating CY 2018 Resident-Paid Utility (RPU) Benefit (PDF)
- EPCs: Capturing the resident-paid utilities incentive on form HUD-52723 (MS-Excel)
Guidance
- Guidance on Reporting by Non-Asset Management PHAs: Audit, Formula Income, and PILOT (10/24/18 – PDF)
- Guidance on Adjusting OpSub Excel Tools to Reflect Partial Conversions Through RAD (04/23/18 – PDF)
- Pre-pop Data Changes for Partial RAD Conversions (04/23/18 – Excel)
- Transition Stop Loss Asset Management Guidance (02/02/2018 - PDF)
- Guidance on Funding CY 2018 New Projects and Units
- CY 2018 Formula Income Guidance (PDF)
- CY 2018 Operating Subsidy Inventory Guidance (Updated 9/27/17 - PDF)
- CY-2018 EDSC Guidance (Updated 10/29/18 - PDF)
- CY-2018 EDSC List (10/29/18 – MS Excel)
- CY18-FAQs-HUD-52723 (Updated 10/15/18 - PDF)
- 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)
- Appeals for Changing Market Conditions (PDF)
- CY2018 Faircloth Guidance (04/07/18 - PDF)
- Faircloth Limit: Maximum Number of Units Eligible for CY2018 Operating Subsidy (updated: 09/25/18 - PDF)
- Guidance to Assist PHAs in Completing SF-424
- DUNS Guidance
- SAM Guidance
HOTMA
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-52722 and calculation instructions, Operating Fund Calculation of Utility Expense Level (PHA-Owned Rental Housing) (MS Word)
- Form HUD-52723 and calculation instruction, Operating Fund Calculation of Operating Subsidy (PHA-Owned Rental Housing) (MS Word)
- Form HUD-53087 and calculation instructions, Calculation of Subsidies for Operations (Non-Rental Housing) (MS Word)