module 8: new units
DESCRIPTION
Module 8: New Units. Calculation and Submission of Operating Subsidy Training. Objectives. Define New Unit Correctly Place New Unit Data on Form HUD-52723 Understand Implications of New Units on HUD-52722 – (Rolling Base). Definition. 990.155 Unit Added to ACC Occupied by Eligible Family - PowerPoint PPT PresentationTRANSCRIPT
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