This page includes information for PHAs and field offices for CY 2018 Operating Subsidy Processing.

Operating Fund (Op-Fund) Web Portal (NEW) 

• Op-Fund Web Portal webpage

CY 2018 Schedule 

• Form 52723 & 52722 PHA submission schedule (PDF)

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)

• CY 2018 Preliminary Eligibility by State/Territory as of 03/23/18

CY 2018 Explanations and Obligations

• Explanation of January Obligations
• January Obligation Letter
• Explanation of February and March Obligations
• February and March Obligation Letter
• January Detailed Calculation Reports
• February and March Detailed Calculation Reports
• Explanation of April Obligations
• April Obligation Letter
• April Detailed Calculation Reports
• Explanation of May Obligations
• May Detailed Calculation Reports
• May Obligation Letter
• Explanation of June Obligations
• June Obligation Letter
• June Detailed Calculation Reports
• Explanation of July Obligations
• July Detailed Calculation Reports
• July Obligation Letter
• Explanation of August Obligations
• August Detailed Calculation Reports
• August Obligation Letter
• 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
• 2018 CY - Prior Year Errors Obligation Summary Calendar Year 2018

Excel Tools and Data Collection

• (NEW) 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)
• (NEW) CY 2018 PHA HUD-52723 Excel Tool User Guide (Updated 02/05/2018 - PDF)
• (NEW) CY 2018 PHA HUD-52722 Excel Tool User Guide (Updated 02/05/2018 - PDF)
• (NEW) CY 2018 PHA HUD-52723 Excel Tool (Updated 07/16/2018 - MS-Excel/Zip File)
• (NEW) CY 2018 PHA HUD-52722 Excel Tool (Updated 07/16/2018 - MS-Excel/Zip File)
• (NEW) CY 2018 PHA HUD-52723 Excel Tool (Updated 8/15/18 - MS-Excel/Zip File)
• (NEW) CY 2018 PHA HUD-52722 Excel Tool (Updated 8/13/18 - MS-Excel/Zip File)
• (NEW) 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)
• (NEW) CY 2018 Pre-populated Unit Status Data – Eligible Unit Months (First of Month or BOM) (PDF)
• (NEW) CY 2018 Pre-populated Unit Status Data – Eligible Unit Months (End of Month or EOM) (PDF)
• (NEW) 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

• (NEW) 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)
• (NEW) CY 2018 Operating Subsidy Inventory Guidance (Updated 9/27/17 - PDF)
• (NEW) CY-2018 EDSC Guidance (Updated 10/29/18 - PDF)
• (NEW) 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
  • SF-424 Guidance
  • SF-424 Form
  • SF-424 List of Certifications and Assurances
• DUNS Guidance
• SAM Guidance

HOTMA

• 20% of Op Sub Available to be Programmed for use for Cap Fund purposes

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)