Module 8: New Units Calculation and Submission of Operating Subsidy Training.

Module 8: New UnitsModule 8: New Units

Calculation and Submission of Calculation and Submission of Operating Subsidy TrainingOperating Subsidy Training

ObjectivesObjectives

Define New UnitDefine New Unit

Correctly Place New Unit Data on Form Correctly Place New Unit Data on Form HUD-52723HUD-52723

Understand Implications of New Units Understand Implications of New Units on HUD-52722 – (Rolling Base)on HUD-52722 – (Rolling Base)

DefinitionDefinition

990.155990.155

Unit Added to ACCUnit Added to ACC

Occupied by Eligible FamilyOccupied by Eligible Family

Added During or After Reporting PeriodAdded During or After Reporting Period

New Unit StatusNew Unit Status

First Day of Month First Day of Month

Last Day of MonthLast Day of Month

Consistency – Same for Both New Units Consistency – Same for Both New Units and Unit Categorizationand Unit Categorization

Assumed to be Fully Occupied for Assumed to be Fully Occupied for Funding PeriodFunding Period

Impact on HUD-52723Impact on HUD-52723

Eligible Unit MonthsEligible Unit Months

Resident ParticipationResident Participation

Asset Management FeeAsset Management Fee

IT FeeIT Fee

UEL/PEL/Formula IncomeUEL/PEL/Formula Income

Section 2, Lines 01 through 04Section 2, Lines 01 through 04

Unit CategoryUnit Category LineLine SourceSource

Occupied Dwelling Units…..Occupied Dwelling Units….. 0101 PHA ProvidedPHA Provided

New Units – Eligible to Receive New Units – Eligible to Receive Subsidy During the Funding Subsidy During the Funding Period…..Period…..

0303 PHA ProvidedPHA Provided

New Units – Eligible to Receive New Units – Eligible to Receive Subsidy from 10/1 to 12/31 of Subsidy from 10/1 to 12/31 of Previous Funding Period…..Previous Funding Period…..

0404 PHA ProvidedPHA Provided

Impact on Line 01 – Occupied Dwelling Impact on Line 01 – Occupied Dwelling UnitsUnits

Occupied Dwelling Occupied Dwelling UnitsUnits

Includes Only Partial Includes Only Partial Year of New Unit Year of New Unit DataData

0 to 12 Unit Months 0 to 12 Unit Months per Unitper Unit

Impact on Line 03 – New UnitsImpact on Line 03 – New Units

New Units – Eligible New Units – Eligible in FY 2007in FY 2007

Eligible for Funding Eligible for Funding but Not Reportedbut Not Reported

Eligible for 0 to 12 Eligible for 0 to 12 Unit Months per Unit Unit Months per Unit

Impact on Line 04 – New UnitsImpact on Line 04 – New Units

New Units – Eligible New Units – Eligible in FY 2006in FY 2006

Not Included in FY Not Included in FY 2006 Funding2006 Funding

Eligible for 0 to 3 Eligible for 0 to 3 Unit Months per Unit Unit Months per Unit

New Unit CategoriesNew Unit Categories

Category #1: Units Added During Reporting Period Category #1: Units Added During Reporting Period (7/1/2005 to 6/30/2006)(7/1/2005 to 6/30/2006)

Category #2: Units Added After Reporting Period Category #2: Units Added After Reporting Period but Before FY 2006 Final Revision (7/1/2006 to but Before FY 2006 Final Revision (7/1/2006 to 7/15/2006)7/15/2006)

Category #3: Units Added After Reporting Period Category #3: Units Added After Reporting Period and After FY 2006 Final Revision in CY 2006 and After FY 2006 Final Revision in CY 2006 (7/16/2006 to 12/31/2006)(7/16/2006 to 12/31/2006)

Category #4: Units Added in Funding Period Category #4: Units Added in Funding Period (1/1/2007 to 7/15/2007)(1/1/2007 to 7/15/2007)

Category #1: Units Added During Category #1: Units Added During Reporting PeriodReporting Period

Aug7/1 6/30

Sep Oct Nov Dec Jan Feb Mar Apr May Jun

Eligible Unit Months

2/18New Units

Feb1/1 12/31

Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Eligible Unit Months Eligible Unit Months

Nov10/1 12/31

Dec

7 Unit MonthsLine 3 - New Units Eligible to Receive Subsidy During the Funding Period

0 Unit MonthsLine 4 - New Units Eligible to Receive Funding 10/1 to 12/31

5 Unit MonthsLine 1 - Occupied Dwelling Units

FY 2007 Reporting Period - 7/1/2005 to 6/30/2006

FY 2007 Funding Period - 1/1/2007 to 12/31/2007

FY 2006 Funding Period - 10/1/2006 to 12/31/2006

Category #2: Units After Reporting PeriodCategory #2: Units After Reporting PeriodPrior to FY 2006 Final RevisionPrior to FY 2006 Final Revision

Aug7/1 12/31

Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Eligible Unit Months

7/1New Unit

Feb1/1 12/31

Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Eligible Unit Months

Nov10/1 12/31

Dec

12 Unit MonthsLine 3 - New Units Eligible to Receive Subsidy During the Funding Period

0 Unit MonthsLine 4 - New Units Eligible to Receive Funding 10/1 to 12/31

Reporting Period (7/1/2005 to 6/30/2006)

FY 2007 Funding Period - 1/1/2007 to 12/31/2007

FY 2006 Funding Period - 10/1/2006 to 12/31/2006

7/15Final Revision

Category #3: Units Added After Reporting Category #3: Units Added After Reporting Period and After FY 2006 Final RevisionPeriod and After FY 2006 Final Revision

Aug7/1 12/31

Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Eligible Unit Months

9/30New Unit

Feb1/1 12/31

Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Eligible Unit Months

Nov10/1 12/31

Dec

12 Unit MonthsLine 3 - New Units Eligible to Receive Subsidy During the Funding Period

3 Unit MonthsLine 4 - New Units Eligible to Receive Funding 10/1 to 12/31

Eligible Unit Months

Reporting Period (7/1/2005 to 6/30/2006)

FY 2007 Funding Period - 1/1/2007 to 12/31/2007

FY 2006 Funding Period - 10/1/2006 to 12/31/2006

7/15Final Revision

Category #4: Units Added During Category #4: Units Added During Funding PeriodFunding Period

Aug7/1 7/15

Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul

Eligible Unit Months

4/26New Unit

Feb1/1 12/31

Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Nov10/1 12/31

Dec

0 Unit MonthsLine 4 - New Units Eligible to Receive Funding 10/1 to 12/31

Reporting Period (7/1/2005 to 6/30/2006)

Eligible Unit Months

9 Unit MonthsLine 3 - New Units Eligible to Receive Subsidy During Funding Period

FY 2007 Funding Period - 1/1/2007 to 12/31/2007

FY 2006 Funding Period - 10/1/2006 to 12/31/2006

Final Revision Date7/15

Impact on HUD-52722Impact on HUD-52722

Need to Annualize New Unit Need to Annualize New Unit ConsumptionConsumption

Rolling Base ChangesRolling Base Changes

Multi-Year ImpactMulti-Year Impact

Impact on HUD-52722Impact on HUD-52722New Unit RevisionsNew Unit Revisions

No Changes to HUD-52722 Due to New No Changes to HUD-52722 Due to New Unit RevisionsUnit Revisions

New Units Added After Reporting Period New Units Added After Reporting Period do not require update to UEL Calculationdo not require update to UEL Calculation

UEL is PUM Base, Utility Expense Funded UEL is PUM Base, Utility Expense Funded through EUM Increasethrough EUM Increase

Section 1 – General InformationSection 1 – General Information

Unit Change Indicator BoxUnit Change Indicator Box

HUD-52722 Impacted Line ItemsHUD-52722 Impacted Line Items

Line ItemLine Item LineLine Impact by YearImpact by Year

Actual Consumption….Actual Consumption…. 0101 Year 1 to Year 5Year 1 to Year 5

Actual Consumption for New Actual Consumption for New Units…..Units…..

0707 Year 1 and Year 2Year 1 and Year 2

Annualization of Consumption Annualization of Consumption for New Unitsfor New Units

1414 Year 1 OnlyYear 1 Only

Rolling Base Year 1…..Rolling Base Year 1….. 0202 Year 2 to 5Year 2 to 5

Rolling Base Year 2…..Rolling Base Year 2….. 0303 Year 3 to 5Year 3 to 5

Rolling Base Year 3…..Rolling Base Year 3….. 0404 Year 3 to 5Year 3 to 5

Section 2 – Current ConsumptionSection 2 – Current Consumption

Line 1 – Actual ConsumptionLine 1 – Actual Consumption

Matches Reporting Period (7/1/2005 to Matches Reporting Period (7/1/2005 to 6/30/2006)6/30/2006)

Includes New and Existing Unit Includes New and Existing Unit Consumption DataConsumption Data

Section 3 – Rolling Base ConsumptionSection 3 – Rolling Base Consumption

Line 7 – Actual Consumption for New UnitsLine 7 – Actual Consumption for New Units

New Consumption Data is added to Rolling BaseNew Consumption Data is added to Rolling Base

Section 6 – Payable Consumption Section 6 – Payable Consumption

Line 14 – Annualization of Consumption for New UnitsLine 14 – Annualization of Consumption for New Units

Estimates missing new unit consumption data from reporting periodEstimates missing new unit consumption data from reporting period

Line 7 + Line 14 should equal 12 months of consumptionLine 7 + Line 14 should equal 12 months of consumption

HUD-52722 Additional Reporting HUD-52722 Additional Reporting RequirementsRequirements

Consumption Data attached with HUD-Consumption Data attached with HUD-5272252722

Consumption Estimate Methodology Consumption Estimate Methodology attached with HUD-52722attached with HUD-52722

Section 3 – Rolling Base ConsumptionSection 3 – Rolling Base Consumption

Does not include New Unit Utility Consumption Does not include New Unit Utility Consumption DataData

Impact on Rolling BaseImpact on Rolling BaseYear 1 - New Units AddedYear 1 - New Units Added

No New Unit Consumption Data reported in Rolling baseNo New Unit Consumption Data reported in Rolling base

Use Line 07 – Actual Consumption for New UnitsUse Line 07 – Actual Consumption for New Units

Impact on Rolling BaseImpact on Rolling BaseYears 2 to 5 After New Units AddedYears 2 to 5 After New Units Added

Line 2 (Rolling base year 1) = Partial Year Data Line 2 (Rolling base year 1) = Partial Year Data • Report zero in rolling base year 1Report zero in rolling base year 1• Use Line 7 – Actual Consumption for New UnitsUse Line 7 – Actual Consumption for New Units

Line 2 (Rolling base year 1) = Full Year DataLine 2 (Rolling base year 1) = Full Year Data• Rolling base year 1 as reportedRolling base year 1 as reported• Rolling base year 2 or 3 as reported or previous rolling base yearRolling base year 2 or 3 as reported or previous rolling base year• Line 7 equals 0Line 7 equals 0

Deletion of Consumption Data Deletion of Consumption Data ExampleExample

Unit is added to the ACC and occupied Unit is added to the ACC and occupied by an eligible family on February 1, 2006by an eligible family on February 1, 2006

Unit consumed 50 kwh of electricity Unit consumed 50 kwh of electricity consumption during reporting periodconsumption during reporting period

Unit is expected to consume 120 kwh of Unit is expected to consume 120 kwh of electricity consumption annuallyelectricity consumption annually

Adjustments to HUD-52722Adjustments to HUD-52722New Unit Consumption DataNew Unit Consumption Data

Line ItemFY 2007

(7/1/05 to 6/30/06) FY 2008 FY 2009 FY 2010 FY 2011

Line 1 - Actual Consumption 50 115 130 140 150

Line 2 - Rolling Base Year 1 0 0 115 130 140

Line 3 - Rolling Base Year 2 0 0 115 115 130

Line 4 - Rolling Base Year 3 0 0 115 115 115

Line 7 - Actual Consumption for New Units 50 115 0 0 0

Line 14 - Annualization of Consumption for New Units 70 0 0 0 0

Full Year of Full Year of DataData

Partial Year of Partial Year of DataData

AdjustmentAdjustment

Exercise 6Exercise 6

Refer to “New Units – Exercise 6” and Refer to “New Units – Exercise 6” and forms HUD-52723 and HUD-52722forms HUD-52723 and HUD-52722