Calendar Year (CY) 2019 Subsidy Processing
This page includes information for PHAs and field offices for CY 2019 Operating Subsidy Processing.
Operating Fund (Op-Fund) Web Portal
Logon to the OpFund Web Portal to access information on CY 2019 Eligibility
CY 2019 Schedule
- CY 2019 PHA Schedule Ver 1.2-2Rev (Updated: 3/15/19 - PDF)
CY 2019 Eligibility
CY 2019 Explanations and Obligations
- Explanation of January and February Obligations
- January and February Obligation Letter
- January and February Detailed Calculation Reports
- Explanation of March, April, and May Obligations
- March, April, and May Obligation Letter
- March, April, and May Detailed Calculation Reports
- Explanation of June Obligations
- June Obligation Letter
- June Detailed Calculation Reports
- Explanation of July, August, and September Obligations
- July, August, and September Obligation Letter
- July, August, and September Detailed Calculation Reports
- Explanation of October and November Obligations
- October and November Obligation Letter
- Explanation of December Obligations
- December Obligation Letter
- October and November Detailed Calculation Reports
- Explanation of December Supplemental Obligations
- December Supplemental Obligation Letters
- Final 2019 Reconciliation Reports
- Explanation of 2019 Holdback Obligations
- Obligations Letters from distribution of 2019 Holdback Funds
- 2019 CY - Prior Year Errors Obligation Summary Calendar Year 2019
Excel Tools and Data Collection
- Restore Excel Menu Bars Kit (MS-Excel/Zip File)
- CY 2019 PHA HUD-52723 & 52722 Technical Notes (Updated 8/10/2017 - PDF)
- CY 2019 Operating Subsidy Inventory (Updated 10/22/2018 - MS-Excel)
- CY 2019 PHA HUD-52723 Excel Tool User Guide -> Login to OpFund Web Portal (Secure Systems)
- CY 2019 PHA HUD-52723 Excel Tool > Login to OpFund Web Portal (Secure Systems)
- CY 2019 PHA HUD-52722 Excel Tool User Guide -> Login to OpFund Web Portal (Secure Systems)
- CY 2019 PHA HUD-52722 Excel Tool > Login to OpFund Web Portal (Secure Systems)
Notices
- CY 2019 Operating Subsidy Processing Notice PIH-2018-23 (12/03/2018 - PDF)
- Asset Repositioning Fee (ARF) Notice PIH-2017-22 (12/01/2017 - PDF)
Utility Information and Guidance
- CY2019 UEL Inflation Factor (Updated 03/14/2019 - 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 2019 Resident-Paid Utility (RPU) Benefit (PDF)
- EPCs: Capturing the resident-paid utilities RPU incentive on the form HUD-52723 (MS-Excel)
Guidance
- CY 2019 EDSC Guidance (3/29/2019 - PDF)
- CY 2019 EDSC List (3/29/2019 - PDF)
- CY19 New Project Guidance (03/04/19 - PDF)
- Guidance on Reporting by Non-Asset Management PHAs: Audit, Formula Income, and PILOT (12/17/2018 – PDF)
- CY2019 Formula Income Guidance (12/03/2018 - 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)
- CY2019 FAQs related to the 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)
- CY2019 Faircloth Guidance (04/01/19 - PDF)
- Faircloth Limit: Maximum Number of Units Eligible for CY2019 Operating Subsidy (updated 11/04/2019 - PDF)
- JPEID Guidance
- JPEID Adjustment Worksheet Version 4 (Updated 05/29/19 - PDF)
- Guidance to Assist PHAs in Completing SF-424
- SF-424 Guidance
- SF-424 Form (Expires 12/31/2019)
- SF-424 List of Certifications and Assurances
- DUNS Guidance
- SAM Guidance
OP-Fund RAD Tranfer
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.
- HUD-52722 and calculation instructions, Operating Fund Calculation of Utility Expense Level (PHA-Owned Rental Housing) (MS Word)
- HUD-52723 and calculation instruction, Operating Fund Calculation of Operating Subsidy (PHA-Owned Rental Housing) (MS Word)
- HUD-53087 and calculation instructions, Calculation of Subsidies for Operations (Non-Rental Housing) (MS Word)
- HUD-50071: Certification of Payments to Influence Federal Transactions (4/15/2019 – PDF)