Department of Housing and Urban Development
Other Documents Issued by the Office of Public and Indian Housing Since Jan. 1, 2008
RETAIN AND ARCHIVE
  1. FSS Training Announcement
  2. October thru Dec Obligation Letters
  3. Explanation of Final Obligations
  4. Explanation of September Obligations
  5. CY 2015 Interim Eligibility as of 8/18/15
  6. Final Eligibility Report as of 08/18/15
  7. CY 2015 PHA HUD - 52723 & 52722 Technical Notes  
  8. Explanation of July & August Obligations
  9. Explanation of May & June Obligations
  10. CY 2015 PHA HUD - 52723 & 52722 Technical Notes
  11. CY 2015 PHA HUD - 52723 Excel Tools Version 2.08
  12. CY 2015 PHA HUD - 52722 Excel Tools Version 2.08
  13. Explanation of April Obligations
  14. CY 2015 PHA HUD - 52722 Excel Tools Version 2.07
  15. CY 2015 Pre-populated Unit Months: Last of Month
  16. CY 2015 PHA HUD - 52722 Excel Tools Version 2.06
  17. CY 2015 Pre-populated Unit Months: First of Month
  18. Explanation of March Obligations
  19. CY 2015 PHA HUD - 52723 Excel Tools Version 2.05
  20. CY 2015 PHA HUD-52722 Excel Tool Version 2.04
  21. CY 2015 PHA HUD - 52723 Excel Tools Version 2.04  
  22. CY 2015 PHA HUD - 52723 Excel Tools Version 2.03
  23. CY 2015 Inventory Validation Workbook
  24. CY 2015 Operating Subsidy Project Inventory
  25. CY 2015 PHA HUD-52723 Excel Tool Version 2.01
  26. CY 2015 PHA HUD - 52723 Excel Tools Version 2.02  
  27. Appeals for Changing Market Conditions
  28. CY 2015 Formula Income Methodology
  29. Asset Management Fees for PHAs with One Project
  30. Guidance to Assist PHAs in Completing SF-424
  31. Guidance for New Projects
  32. EPCs: Processing COCC Adjustments for an Existing Energy Performance Contract
  33. EPCs: Capturing the resident-paid utilities incentive on Forms HUD-52723 (Example)
  34. Explanation of February Obligations
  35. CY 2015 PHA HUD-52723 Excel Tool User Guide
  36. CY 2015 PHA HUD-52722 Excel Tool User Guide
  37. Explanation of January Obligations
  38. 2015 Operating Fund Submission Schedule v1.4
  39. Explanation of Final Obligations and Proration (October through December) for CY 2014
  40. CY 2015 UEL Inflation Factor Calculation
  41. CY 2014 PHA HUD-52722 Excel Tools Version 1.13.1 (New Projects 5)
  42. CY 2014 PHA HUD - 52723 Excel Tools Version 1.6.1 (New Projects 5)
  43. CY 2014 PHA HUD-52723 Technical Notes  
  44. CY 2014 PHA HUD-52722 Technical Notes  
  45. Explanation of August and September Obligations
  46. CY 2014 PHA HUD-52723 Excel Tools Version 1.6 (New Projects 4)  
  47. CY 2014 PHA HUD-52722 Excel Tools Version 1.13 (New Projects 4)
  48. CY 2014 PHA HUD - 52723 Excel Tools Version 1.5 (New Projects 3)  
  49. CY 2014 PHA HUD-52722 Excel Tools Version 1.12 (New Projects 3)
  50. CY 2014 PHA HUD-52722 Excel Tools Version 1.11.1 (New Projects 2)  
  51. Explanation of April and May Obligations
  52. CY 2014 PHA HUD - 52723 Excel Tools Version 1.4 (New Projects 2)  
  53. Explanation of October thru December Final Obligations
  54. CY 2014 Final Eligibility Report considering Flat Rents
  55. CY 2014 PHA HUD - 52723 Excel Tools Version 1.3.1 (New and Revised PELs) (WinZip)
  56. CY 2014 PHA HUD - 52723 Excel Tools Version 1.3.1 (New and Revised PELs) (MS-Excel)
  57. Explanation of March Obligations
  58. CY 2014 PHA HUD-52722 Excel Tools Version 1.10 (New and Revised PELs) (WinZip)
  59. CY 2014 PHA HUD-52722 Excel Tools Version 1.10 (New and Revised PELs) (MS-Excel)
  60. CY14 Project Inventory
  61. Asset Repositioning Fee (ARF) - PHA Guidance
  62. CY 2014 Formula Income Methodology
  63. Appeals for Changing Market Conditions
  64. Asset Management Fees for PHAs with One Project
  65. Guidance to Assist PHAs in Completing SF-424
  66. EPCs:  Processing COCC Adjustments for an Existing Energy Performance Contract
  67. EPCs: Capturing the resident-paid utilities incentive on Forms HUD-52723 (Example)
  68. FAQs related to Subsidy Processing
  69. Explanation of January and February Obligations
  70. CY 2014 PHA HUD-52722 Excel Tools Version 1.9 (New Projects 1)
  71. CY 2014 PHA HUD-52722 Excel Tools Version 1.8 
  72. CY 2014 PHA HUD - 52723 Excel Tools Version 1.2 (New Projects 1)  
  73. New Projects/Units
  74. CY 2013 Formula Income Methodology
  75. CY 2014 PHA HUD-52723 Excel Tool User Guide
  76. Operating Subsidy Forms Submission Schedule for CY2014
  77. CY 2014 PHA HUD-52723 Excel Tools Version 1.1
  78. CY 2014 PHA HUD-52722 Excel Tools Version 1.7
  79. CY 2014 PHA HUD-52722 Excel Tool User Guide
  80. CY 2014 UEL Inflation Factor
  81. Technical Notes for HUD-52722 and 52723 (082213) (New Projects 5)
  82. Explanation of September Obligations
  83. Final Operating Fund PIC Unit Status Report for CY 2014 (July 2012 to June 2013)   
  84. Explanation of June thru Aug Obligations
  85. Explanation of May Obligations
  86. Explanation of April Obligations
  87. Explanation of March Obligations
  88. Appeals for Changing Market Conditions
  89. Asset Management Fees for PHAs with One Project
  90. Guidance to Assist PHAs in Completing SF-424
  91. EPCs:  Processing COCC Adjustments for an Existing Energy Performance Contract
  92. CY 2013 PHA HUD-52723 Excel Tools (Version 2.6) (New Projects 5)
  93. Explanation of Initial Calendar Year (Jan. and Feb.) (CY) 2013 Obligations
  94. Technical Notes for HUD-52722 and 52723  
  95. CY 2013 PHA HUD-52723 Excel Tools (Version 2.5) (New Projects 4)
  96. CY 2013 PHA HUD-52722 Excel Tools (Version 1.6) (New Projects 4)  
  97. CY 2013 PHA HUD-52722 Excel Tools (Version 1.7) (New Projects 5)  
  98. CY 2013 Interim Eligibility Notes and Report
  99. CY 2013 UEL Inflation Factor  
  100. Technical Notes for HUD-52722 and 52723  
  101. CY 2013 PHA HUD-52723 Excel Tools (Version 2.4) (New Projects 4)
  102. CY 2013 PHA HUD-52722 Excel Tools (Version 1.5) (New Projects 4)
  103. Technical Notes for HUD-52722 and 52723 (101812) (New Projects 2)
  104. CY 2013 PHA HUD-52723 Excel Tools (Version 2.3)
  105. CY 2013 PHA HUD-52722 Excel Tools (Version 1.4)  
  106. Operating Subsidy Forms Submission Schedule for CY2012   
  107. CY 2012 PHA HUD-52723 Excel Tool Version 1.2
  108. Carryover Funding 2012/2013 Obligations Explanation
  109. Explanation of October through December Final Obligations
  110. CY 2013 PHA HUD-52722 Excel Tool User Guide
  111. Technical Notes for HUD-52722 and 52723  
  112. CY 2013 PHA HUD-52723 Excel Tools (Version 2.2)
  113. CY 2013 PHA HUD-52722 Excel Tools (Version 1.3)
  114. Data to be used for completing CY 2013 operating subsidy submissions
  115. CY 2013 PHA HUD-52723 Excel Tool User Guide
  116. Technical Notes HUD-52723 ver. 082212 - New Projects
  117. EPCs: Processing COCC Adjustments for an Existing Energy Performance Contract
  118. EPCs: Capturing the resident-paid utilities incentive on Forms HUD-52723 (Example)
  119. Technical Notes HUD-52723 ver. 062712 - New Projects-Version 1.9
  120. Explanation of July through September Obligations
  121. Technical Notes HUD-51723 ver. 062712 - New Projects
  122. Operating Subsidy Forms Submission Schedule for CY2013
  123. CY 2013 PHA HUD-52722 Excel Tools (Version 1.1)
  124. CY 2012 PHA HUD-52722 UEL Excel Tools Version 1.8- for New Projects 
  125. Technical Notes HUD-52723 - New Projects 
  126. CY 2012 PHA HUD-52722 UEL Excel Tools Version 1.7
  127. CY 2012 PHA HUD-52723 Excel Tools Version 1.10 - for New Projects 
  128. Explanation of April through June Obligations
  129. CY 2012 PHA HUD-52723 Excel Tools Version 1.8 - for New Projects and Regrouped Projects
  130. CY 2012 PHA HUD-52722 UEL Excel Tools Version 1.6
  131. CY 2012 PHA HUD-52722 Excel Tools Version 1.2 New Projects and Existing Projects   
  132. CY 2012 PHA HUD-52723 Excel Tools Version 1.11
  133. Allocation Adjustment and Hardship Set-Aside Funding
  134. CY 2012 PHA HUD-52722 UEL Excel Tools
  135. CY 2012 PHA HUD-52723 Excel Tools Version 1.12 - for New Projects
  136. Guidance: CY 2012 Formula Income Methodology and Guidance
  137. Guidance to Assist PHAs in Completing SF-424
  138. Explanation of February and March Obligations
  139. Technical Notes HUD-52723 - New Projects 
  140. CY 2012 PHA HUD-52722 UEL Excel Tools Version 1.5
  141. Explanation of Initial Calendar Year (CY) 2012 Obligations
  142. Technical Notes HUD-52723 - New Projects 
  143. CY 2012 PHA HUD-52723 Excel Tools Version 1.7 - for New Projects and Regrouped Projects 
  144. CY 2012 PHA HUD-52722 UEL Excel Tools Version 1.3 Existing Projects, New Projects and Regrouped Projects   
  145. CY 2012 PHA HUD-52722 UEL Excel Tools Version 1. Existing Projects, New Projects and Regrouped Projects 
  146. CY 2012 PHA HUD-52723 Excel Tools Version 1.9 - for New Projects 
  147. CY 2012 PHA HUD-52723 Excel Tools Version 1.3 - for New Projects   
  148. CY 2012 PHA HUD-52723 Excel Tools Version 1.4 - for New Projects and Regrouped Projects 
  149. Technical Notes HUD-52723 - New Projects 
  150. CY 2012 PHA HUD-52723 Excel Tools Version 1.5 - for New Projects and Regrouped Projects   
  151. CY 2012 PHA HUD-52723 Excel Tools Version 1.6 - for New Projects and Regrouped Projects 
  152. Forms 52723 & 52722 submission schedule
  153. CY 2012 PHA HUD-52723 Excel Tool User Guide   
  154. CY 2012 PHA HUD-52722 UEL Excel Tools Version 1.10 
  155. Data to be used for completing CY 2012 operating subsidy submissions
  156. CY 2012 PHA HUD-52722 Excel Tool User Guide
  157. Explanation of October through December Final CY 2011 Obligations
  158. CY 2011 PHA HUD-52722 Excel Tools - Updated Version 1.43-2, 08/02/11
  159. CY 2011 Technical Notes on HUD-52722 and 52723  - Updated 08/02/11

REAC Inspection Checklist Version 1 (not available on HUDā€™s website)

  1. Data to be used for completing CY 2011 operating subsidy submissions Part 2  7/28/11 (FI Audit, PILOT) [Updated]
  2. UEL Inflation Factor
  3. CY 2011 PHA HUD-52722 Excel Tool User Guide   
  4. Data to be used for completing CY 2011 operating subsidy submissions (PEL, Transition) 7/21/11  
  5. Methodology for determining CY 2011 Formula income  07/01/11 (Updated for MXF proj. FI.)
  6. Explanation of July through Sep. 2011 Obligations 06/29/2011
  7. CY 2011 PHA HUD-52723 Excel Tools   
  8. EPCs: Capturing the resident-paid utilities incentive on Forms HUD-52723 | (Example)
  9. Operating Subsidy Forms Submission Schedule for CY2011
  10. UEL Inflation Factor  
  11. CY 2011 Guidance: Asset Management Fees for PHAs with One Project   
  12. Explanation of May and June 2011 Obligations
  13. Explanation of April Calendar Year (CY) 2011 Obligations
  14. Explanation of February and March Calendar Year (CY) 2011 Obligations
  15. Guidance to Assist PHAs in Completing SF-424
  16. CY 2011 PHA Guidance for Appeals for Changing Market Conditions  
  17. Explanation of Initial Calendar Year (CY) 2011 Obligation
  18. Final CY 2010 Explanation of Obligations and Proration  
  19. Final 2010 Funding Reconciliation Methodology
  20. Explanation of June 2010 Obligation   
  21. Audit and PILOT data  (Updated 4/27/2010)
  22. Data to be used for completing CY 2010 operating subsidy submissions  
  23. FAQs related to CY 2010 Subsidy Processing   
  24. Guidance: Asset Management Fees for PHAs with One Project  
  25. SAGIS and Operating Fund Deadline Extension  
  26. SAGIS Implementation for CY 2010 and important related information  
  27. Rental Income Inflation Factor   
  28. Additional Guidance: Asset Management Election and Asset Management Fee Add-on for CY 2010  
  29. Guidance to Assist PHAs in Completing SF-424   
  30. EPCs: Capturing the resident-paid utilities incentive on Forms HUD-52723 - CY 2010
  31. Explanation of Initial CY 2010 Obligation  
  32. 2009-11: Annual Reporting Under the American Recovery and Reinvestment Act
  33. CY 2009 Submission Schedule and Supplemental Information  
  34. UEL Inflation Factor  
  35. 2009-9: Reporting Requirements under the American Recovery and Reinvestment Act
  36. Final CY 2009 Proration Explanation  
  37. Final 2009 Funding Reconciliation Methodology   
  38. 2009-8: Posting Signs and Recovery Act Project Sites
  39. 2009-7: Applicability of Buy American and Davis-Bacon Requirements to Recovery Act Programs
  40. Updated CY 2009 Proration  
  41. Explanation of Second CY 2009 Obligation
  42. CY 2009 PHA HUD-52723 Excel Tools   
  43. CY 2009 PHA HUD-52723 Excel Tool User Guide   
  44. Explanation of Initial CY 2009 Obligation  
  45. UEL Inflation Factor  
  46. Explanation of Third Funding Cycle CY 2008 Obligation for July through September
  47. Final Calendar Year CY 2008 Operating Subsidy Obligation: Reconciliation Methodology
  48. Explanation of Fourth and Final Funding Cycle CY 2008 Obligation
  49. Excel Tool SAGIS Data Validation PHA User Guidance
  50. Explanation of Second Funding Cycle CY 2008 Obligation for March through June
  51. Elderly/Disabled Service Coordinator Program (Forms HUD-52723, Section 3, Line 07)  
  52. PHA-wide Calculated PILOT and Audit Cost for 2008 based on FDS
  53. 2008 Interim Funding FAQs
  54. Initial Funding for Fiscal Year 2008 and Timing of SAGIS Funding Data Submissions  
  55. Project Level Frozen Formula Income Worksheet  
  56. Utility Expense Level Calculator ("UEL Calculator") (MS-Excel)
    This tool is intended to provide guidance and assistance in arriving at the UEL for a project. HUD does not warrant the accuracy of the calculation. Users are expected to review the UEL Calculator's results to insure that all computations and results are correct. Further, this UEL Calculator cannot be used for the "Consolidated" form that must be prepared when a project has both frozen and non-frozen rolling bases. Please note that for frozen rolling base form(s), the UEL Calculator will only work properly if "Yes" is clicked on Section 1, Number 5 (Frozen Rolling Base).
  57. UPCS-V Presentations
  58. UPCS-V Quarterly Conference Calls (archived)
  59. UPCS-V Protocol v.1.5
  60. UPCS-V Protocol v. 1.0
  61. Changes to Inspection Protocol (v. 1.5 to 2.0)
  62. UPCS-V Draft Decision Trees
  63. Rejected financial and management operations submissions
  64. Public Housing SAC Training Materials
  65. Rejected Financial and Management Operations Submissions:  
  66. Rejected Financial and Management Operations Submissions:  
  67. PHA Occupancy Percentage Calculations
  68. Conversion Guide
  69. Conversion Training
  70. Conversion FAQs