HomeMy WebLinkAboutMINUTES - 10282003 - HA1 HOUSING AUTHORITY OF THE COUNTY OF CONTRA COSTA HA
TO: BOARD OF COMMISSIONERS
FROM: Robert McEwan, Executive Director
DATE: October 28, 2003
SUBJECT: RESOLUTION APPROVING CALCULATION OF THE PUBLIC HOUSING OPERATING
SUBSIDY FROM THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
(HUD) FOR THE FISCAL YEAR ENDING MARCH 31, 2005
SPECIFIC REQUEST(S) OR RECOMMENDATION(S) & BACKGROUND AND JUSTIFICATION
1. RECOMMENDED ACTION:
ADOPT Resolution No. 5046 approving calculation of the Public Housing Operating Subsidy from
HUD for the Housing Authority of the County of Contra Costa for the fiscal year ending March 31, 2005.
11. FINANCIAL IMPACT:
Each year the HA calculates the Public Housing Operating Subsidy and submits the calculation to
HUD for approval and funding. This year the Public Housing Operating Subsidy is calculated to be
$3,745,390 and has been sent to HUD for approval.
Ill, REASONS FOR RECOMMENDATION/BACKGROUND
Each year the Housing Authority calculates the amount of Public Housing Operating Subsidy it is
eligible for under HUD regulations, and submits the calculation to HUD for approval and funding. The
Public Housing Operating Subsidy formula calculated funding of$3,745,390, for 1168 HUD approved
public housing units. Funding of the Operating Subsidy for the FY 2004/05 is projected at 94.7% of
eligibility per HUD instructions. This Operating Subsidy combined with public housing rental receipts is
the revenue source for the management and operations of the Housing Authority's 1168 public housing
units.
IV. CONSEQUENCES OF NEGATIVE ACTION:
Should the Board of Commissioners elect not to adopt Resolution No. 5046 approving the
Calculation of the Operating Subsidy for the above fiscal year, the Housing Authority would not be in
compliance with mandated HUD budget requirements which would result in the cessation of Public
Housing Operating Subsidy payments and the Housing Authority would receive an audit finding of
noncompliance with HUD regulations.
r
CONTINUED ON ATTACHMENT: —YES SIGNATURE
RECOMMENDATION OF EXECUTIVE DIRECTOR RECOMMENDATION OF BOARD
COMMITTEE
APPROVE OTHER
SIGNATURE(S):
ACTION OF BOARD ON October 28, 2003 APPROVED AS RECOMMENDED X OTHER
VOTE OF COMMISSIONERS
I HEREBY CERTIFY THAT THIS IS A
X UNANIMOUS (ABSENT None } TRUE AND CORRECT COPY OF AN
AYES: NOES: ACTION TAKEN AND ENTERED ON THE
ABSENT: ABSTAIN: MINUTES OF THE BOARD OF
*Advisory Housing Ccx►mission Seat VACANT* COMMISSIONERS ON THE DATE SHOWN.
ATTESTED October 28, 2003
JOHN SWEETEN,CLERK OF
THE BOARD OF COMMISSIONERS
AND COUNTY ADMINISTRATOR
By ' If UTY
H:\JudyHayes\MSOFFICE\WIR,TWORD\BOAR.D\BO-Public Hsng Operating Subsidy.doc
[CATION FOR OMB Approval No,0348-0043
IrF-DERAL ASSISTANCE 2.DATE SUBMITTED — Applicant Identifier
October 13, 2003 04-837-6586
1,TYPE OF SUBMISSION: 3.MATE RECEIVED BY STATE S�t$App€€cation Identifier
A plication Preapplication f`+1/
Construction []construction 4.DATE RECEIVED BY FEDERAL AGENCY Federal Identifier
Non-Construction Non-construction CA01100103M
5.APPLICANT INFORMATION -
Legal Name: Organizational Unit:
Housing Authority of the County of Contra Costa Housing Authorit of the Count of Contra Costa
Address(give city,county,State,and zip code): Name and telephone number of person to be contacted on matters involvin
3133 Estudillo Street this application(give area code)
Martinez, CA 84653 Osborn Solite€
(9251957-8029
6.EMPLOYER IDENTIFICATION NUMBER(EIN): 7.TYPE OF APPLICANT:(enter appropriate tetter in box)
A.State H.Independent School Dist,
8.TYPE OF APPLICATION: B.County L State Controlled Institution of Higher Learning
New Continuation [ Revision C.Municipat J.Private University
D.Township K.Indian Tribe
If Revision,enter appropriate letter(s)In box(es) L J E.interstate L.Individual
L J F.Intermunicipal M. Profit Organization
A.Increase Award B.Decrease Award C.Increase Duration G.Special District N.Cather(Specify)
D.Decrease Duration Other(specify):
9.NAME OF FEDERAL AGENCY:
Department of Housing and Urban Development
10.CATALOG OF FEDERAL DOMESTIC ASSISTANCE NUMBER: 11.DESCRIPTIVE TITLE OF APPLICANT'S PROJECT:
4 —` Operating subsidy eligibility for all projects currently listed
TITLE: Public and Indian Housing_ on the Annual Contributions Contract between the PHA
12.AREAS AFFECTED BY PROJECT(Cities,Counties,States;etc.): and HUD.
Contra Costa County, CA
13.PROPOSED PROJECT 14.CONGRESSIONAL DISTRICTS OF:
Start Data Ending Date a.Applicant b.Project
4/1/04 3/31/05 California,7th Same
15.ESTIMATED FUNDING: 16.IS APPLICATION SUBJECT TO REVIEW BY STATE EXECUTIVE
ORDER 12372 PROCESS?
a.Federal $ °
3,825,306 a.YES. THIS PREAPPLICATION/APPLICATION WAS MADE
b.Applicant $ AVAILABLE TO THE STATE EXECUTIVE ORDER 12372
PROCESS FOR REVIEW ON:
c.State $
DATE
d.Local $
b.No. Q PROGRAM is NOT COVERED BY E.O.12372
e.Other $ ° El OR PROGRAM HAS NOT BEEN SELECTED BY STATE
FOR REVIEW
I.Program income $ °p
3,363,279 17.IS THE APPLICANT DELINOUENT ON ANY FEDERAL DEBT?
g.TOTAL $ 7,188585' []Yes If"Yes,"attach an explanation. 0 No
o
16.TO THE BEST OF MY KNOWLEDGE AND BELIEF,ALL DATA IN THIS APPLICATIONIPREAPPLICAT€ON ARE TRUE AND CORRECT,THE.
DOCUMENT HAS BEEN DULY AUTHORIZED BY THE GOVERNING BODY OF THE APPLICANT AND THE APPLICANT WILL COMPLY WITH THE
ATTACHED ASSURANCES IF THE ASSISTANCE IS AWARDED.
a.Type Name of Authorized Representative b.Title c.Telephone Number
Robert J. McEwan Executive Director (925)957-8011
d.Signature of A fiep ve e,Crate Signed
Previous Edition Usable Standard Form 424(Rev.7-97)
Authorized for Local Reproduction Prescribed by OMB Circular A-102
Operating Fund Calculation U.S. Department of Housing ON413 Apprtvat No.2577-0029(exp.1 013 1 12004)
of Operating Subsidy and Urban development
PHA-Owned Rental Housing Office of Public and Indian Housing
Operating Fund
Section 1
a)Name and Address of Public Housing Agency b)Budget Submission to HUD required
Housing Authority of the County of Contra.Costa 0 Yes 0 No
3133 Estudillo Street, Martinez, California 94553 f)Type of Submission: Original
d}No.of HA Units e)UMAs g)ACC Number: h)Operating Fund i)DUNS Number
1,168 14,016 SF-182 Prosect No.
f)FYE: 3/31/2005 CA01100103M 04-837-6586
Section 2
Line Requested by PHA NULL Modifications
No, Description {PUM) (PUM)
Part A. Allowable Expenses and Additions
1 Previous AEL 382.90
2Line 1 multiplied by.005 1 01
3 _ Delta from 52720-B(if applicable) 0.00
4 "Requested"year units from latest form 52720-A ;
5 Add-ons to AEL from previous FY 0.00
6 Total 384.81
7 inflation Factor 1.0370
$ Revised AEL 399.05
9 Transition Fundin_ 0.00
10 Increase to AEL 0.00
11 Allowable utilities expense level from 52722-A 88.23
12 Actual PUM cost of Ind. Audit,through FYE 200:3 0.69
_ 13._ Costs.attribulable trade ro rammed-units —--- -- _ _. ._ - - .0.00
14 ITotall Allowable Expenses &Additions(8 thru 13) 485.97
Part B. Dwelling Rental Income
1 Total Fent Roll as of 10/1/03 270,923
2 Number of occupted units as of rent roll date �^ 1,128 t. ' . t # spa, `
3 Avg mo Dwelling rental charge per unit for current budget yr _._ _. 240.18
4 Av mo Dwelling rental chars per unit for prior budget yr 249 91
5 Avg mo Dwelling rental charge per unit 2 yrs prior to budget yr _ _ _ —241.06
6 Three-year average mo rental charge per unit 243,72
7 50/50 income split 241.95 ,,.` , . .. i
8 Average mo dwelling rent per unit(less of line 3 or 240.18.___,____
9 Rental ad)tactor 1.03 -
#0 Proj avg mo dwelling rental charge (line 8 times 9) 247,39
#1 Pro'.occupan2yjjrcjnta a froi form 52728 97%
12 Prol.avg mo dwelling rental: Income per unit(10 x 11) 239,96
Part C. Non-Dweilln incr�rrte
1 Other income 0.00
2 Total Operating Receipts(Part B, Line 12+Fart C, line 1j -_ 239.96
3 PUM deficit or(income) (Part A, line 14-Part C,line 2) 246.01
x ,
,s Requested by PHA HUD Modifications
11 (Whale dollars) (Whole dollars)
4 Deficit or(income)before.add-ons(Part C,line 3 times Section 1,e) 3,448,076
Previous edition is obsolete for PHA FY beg 1/1/2004 Page 1 t .rr ui;n.aro ro,t.ronn+,
Pna'ect Number: CA01100103M
Line Requested by PHA_. W-HUD Modifications
No. Description -- - (Whole dollars) (Whole dollars)
Part D. Add-ons for changes In Federal law or regulation and offier eligibility
1 FICA contributions 141,297
Unemployment compensation _ . _ ._.___ ___-- -__ ..__ _.._ _._ .... ..__. - -_ _
3 FSS program 0
4 Energy Add-on for loan amortization _.._ _ 0
5 Unit Reconfiguration 0
6 Non-Dwelling units approved for subsidy 38,378
7 Long-term vacant units _ 0
8 Phase down for demolition 169,255
9 Units Eligible for Resident Participattan Occupied units(Part B Lina 2)_ _.- 1,128 a e �� ?t' �
1{} Employee units M
0 �
11
Police units 4
_- _j -.. _._.._ _ -- 1,132
,`'� �� �`
12 Total Units Eligible for Resident Participation .____--'- -
____ :, - a f. a° _a
_ s
13 Funding for Resident Participation(Part D, tine 12 X$25) 28,300
_ J14- Other a2proved.funding not listed(Specify in Section 3) 0
15 Total add-ons(sum of Part D,lines ],2,3,4,5,6,7,8,13,14) 377,230
Part E. Calculation of Operting Subsld El!911billty before Ad ustments
_1 Deficit or(income)before adjustments (Total of Part C, Line 4 and Part D, Line 15)- -_ 3,825,306-
2 Actual cost of independent Audit 9,671
3 Operating Subsidy eligibility before adjustments 3,825,306
Part F. Calculation of Operting Subsidy Approvable for Subject Fiscal Year
1 -- Utility Adjustiment for prior years (FaYE 3/31103) --__. _ __ _. (79,916)
2 Additional subject fiscal years operating subsidy eligibility_ - __-----.___ _. 0
3 Unfunded eligibility in prior years to be obAated in subject fiscal year _. _ ._- 0
4 HUD discretionary adjustments -— 0
5 Other 0
6 Other i 0
Unfunded portion die to proration J _ _ _ _. _. _ Q_
-8 Net adjustiments to operatin subsidy(total+af
(t � ) - -_ _
Part1F, Dines 01 thru 07) --- _. (79,916)
9 Operating Subsidy a rovable#or 6WJ6 t f s' Dart E,Lines 3&Part F, Line 8 $ 3,745,390
HUD Use Only Nate: Do not revise after the and of the subject FY
10 Amount of operating subsidy approvable for subject fiscal mar not funded
11 Amount o#funds obligated in excess of operating subsidy for subject fiscal year -
12 funds obligated In subject fiscal year(sum of Part F,Lines 09 thru 11) s. k ,
Dart G. Memorandum of Amounts Due HUD, Incid. Amounts of repayment schedules
_.-_i__-Total amount clue in previous fiscal year 0
2 Total amount to be collected in subject fiiscab year 0
3 Total additional amount due HUD 0
4 "Total amount due HUD to be collected In future fiscal years. 0
(Total of Part G,Lines 01 thru 03) (identify individual amounts under Section 3)
Previous edition is obsolete for PHA PY beg 1/1/2004 Page 2 form HUD-52723(1/2001)
Project Number. CA01100103M
Line Requested by PHA HUD Modifications
No. Description
p (Whole dollars) (Whole dollars)
Part H.Calculation of Adjustments for Sub ect FY. To be cons feted only after PYE.
1 Indicate the types of adjustments that have been reflected on this form.
Uttl�Adjustment ] HUD discretionary adjustment
2 Utility Adjustment from HUD 527225
3 Deficit or Income after adjustments
4 Op( rating subsidy eligibility after year-end adjustments
5 Part E, line 3 of latest form 52723 approved during subject FY
6 Net adjustment for subject fiscal year(Part H, Line 4 minus Part H, Line 05)
-i Utility Adjustment(enter same amount as Part H, Line 02)
£3 Total HUD discretionary adjustments (Part H,Line 06 minus Line 07)
8 Unfunded portion of utility adjustment due to proration
1 Q Unfunded portion of HUD discretionary adjustment due to proration
11 Prorated utility adjustment(Part H, Line 07 plus Line 9)
12 Prorated HUD discretionary adjustment(Part H,Line 08 plus Line 10)
Section 3
Remarks(provide part and line numbers)
s
I herby certity that all the information stated herin,as well as any information provided in the accompaniment herewith,is true and accurate.
Warning: HUD will prosecute falxe claims and statements. Conviction may result In criminal and/or civil penalties. (18 U.S.G. 1001, 1010, 1012;
31 U.S.C.3729,3802)
Signature of Authorized HA Representative&Date: Signature of Authorized Field Office Representative&Date:
X l' / c X
Previous edition is obsolete far PHA FY beg t/1/2DU4 Page 3
Certification for U.S. Department of dousing
and urban Development
a Drug-Free Workplace
A_Pp4car,i hiar a
HOUSING AUTHORITY OF THE COUNTY OF CONTRA COSTA
Program/Activity Receiving Federal Grant Funding
CONVENTIONAL LOT-RENT HOUSING PROGRAM
Acting on behalf of the above named Applicant as its Authorized Official, I mare the following certifications and agreements to
the Department of Housing and Urban Development (HUD) regarding the sites listed below:
I certify that the above named Applicant will or will continue (1) Abide by the terms of the statement; and
to provide a drug-free workplace by:
(2) Notify the employer in writing of his or Iter cottvic-
a. Publishing a statement notifying employees that the un- tion for a violation of a criminal drug statute occurring in the
lawful manufacture,distributioii,dispensing, possession, or use workplace no later than five calendar days after such conviction;
of a controlled substance is prohibited in the Applicant's work-
e. Notifying the agency in writing, within tan calendar days
place and specifying the actions that will be taken against after receiving notice under subparagraph d.(2) from an em-
employees for violation of such prohibition. ployee or otherwise receiving actual notice of such conviction.
b. Establishing an on-going drug-free awareness program to Employers of convicted employees trust provide notice, includ-
inform employees --- ing position title, to every grant officer or other designee on
whose grant activity the convicted employee was working,
{1} The dangers of drug abuse in the workplace; unless the Federalagency has designated a central point for the
(2) The Applicant's policy of maintaining a drug-free receipt of such notices. Notice shall include the identification
workplace; number(s) of each affected grant;
(3) Any available drug counseling, rehabilitation, and f. Taking one of the following actions, within 30 calendar
employee assistance programs; and days of receiving notice under subparagraph d.(2), with respect
(4) The penalties that may be imposed upon employees to any ernployee; who is so convicted ---
for drug abuse violations occurring in the workplace. (1) Taking appropriate personnel action against such an
employee, up to and including termination, consistent with the
c. Making it a requirement that each employee to be engaged requirements of the Rehabilitation Act of 19�3, as amended; or
in the performance of the grant be given a copy of the statement
required by paragraph a.; (2) Requiring such employee to participate satisfacto-
d. Notifying the employee in the statement required by para- rily in a drug abuse assistance or rehabilitation program ap-
graph a. that, as a condition of employment under the grant,the proved for such purposes by a Federal,State,or local health,law
employee will --- enforcement, or other appropriate agency;
g. Making a good faith effort to continue to maintain a drug-
free workplace through implementation of paragraphs a. thru f.
2. Sites for Work Performance. The Applicant shad list(on separate pages)the site(s)for the performance of work done in connection with the
14UD funding of the program/activity shown above: Place of Performance shall include the street address, city, county, State, and zip code.
Identify each sheet with the Applicant name and address and the program/activity receiving grant funding.)
Check here
LJ it there are workplaces on file that are not identified on the attached sheets.
I hereby certify that all the information stated herein,as well as any information provided in the accompaniment herewith, is true and accurate.
Warning: HUD will prosecute false claims and statements. Conviction may result In criminal and/or civil penalties.
(18 U.S.C.1001,1010,1012; 31 U,&C.9729,3802)
Name of Authorized Official Title
Robert J. McEwan Executive Director
Date .�._. ...�..� _._.._.__._
form HUD-50070(3198)
ref.Handbooks 7417.1,7475.13,7485.1&.3
Certification of Payments U.S. Department of Housing
and Urban Development
to influence Federal Transactions Office of Public and Indian Housing
Applicant Name
HOUSING AUTHORITY OF THE COUNTY OF CONTRA COSTA
Program/Activity Receiving federal Grant Funding
CONVENTIONAL LOW—RENT HOUSING PROGRAM
The undersigned certifies, to the gest of his or her knowledge and belief, that:
(l) leo Federal appropriated funds have been paid or will be (3) The undersigned shall require that the language of this
paid, by or on behalf of the undersigned, to any person for certification be included in the award documents for all subawards
influencing or attempting to influence an officer or employee of at all tiers (including subcontracts, subgrants, and contracts
an agency, a Member of Congress, an officer or employee of under grants, loans, and cooperative agreements) and that all
Congress,or an employee of a Member of Congress in connec- subrecipients shall certify and disclose accordingly,
tion with the awarding of any Federal contract,the making of any This certification is a material representation of fact upon which
Federal grant, the making of any federal toan, the entering into reliance was placed when this transaction was made or entered
of any cooperative agreement, and the extension, continuation, into. Submission of this certification is a prerequisite for making
renewal, amendment, or modification of any federal contract,
grant, loan, or cooperative agreement. or entering into this transaction imposed by Section 1352,'Title
31, U.S. Code. Any person who fails to file the required
(2) If any funds other than Federal appropriated funds have certification shall be subject to a civil penalty of not less than
been paid or will be paid to any person for influencing or $10,000 and not, more than $100,000 for each such failure.
attempting to influence an officer or employee of an agency, a
!Member of Congress, an officer or employee of Congress,or an
employee of a Member of Congress in connection with this
Federal contract, grant, loan, or cooperative agreement, the
undersigned shall complete and submit Standard form-LLL,
Disclosure form to Report Lobbying, in accordance with its
instructions.
I hereby certify that all the information stated herein,as well as any information provided in the accompaniment herewith,is true and accurate.
Warning: HUD will prosecute false claims and statements. Conviction may result in criminal and/or civil penalties.
(18 U.S.C.1001,1010,1012; 31 U°S.C.372s,3802)
Name of Authorized Official Title
Robert J. McEwan Executive Director
Signature ate( mIddlyyyy)
form HUD 50071 (3/98)
Previous edition is obsolete ref.Handb000ks 7417.1,7475.13,7485.1,&7485.3
HA Calculation of U.S.Department of Housing OMB Approval No.2577-0088
and Urban Development (Exp. 09130/2004)
Occupancy percentage Office of Public and Indian Housing
for a Requested Budget Year (RBY)
PHA/IHA-Owned Rental Housing Performance
Funding System('PFS)
Ia.a. Name and Address of PHAPHA{Include Street Address,City,State,Zig Code) —r 2a. Contact (Person who can best answer questions about this submission)
HOUSING AUTHORITY OF THE COUNTY OF CONTRA COSTA Osborn Soldtel
P.0,BOX 2759 2.b Contact's Phone Number(include area code)
MARTINEZ,CA 945:53 (925)957-8029
f
3. RBY Beginning 4.Type of Submission 5. PAS/LOCOS Project Number B. Report Elate (check one box) ��7. E)a#a Source
#date.(moiday/yyyy)�f11 Original (mo/day/yyyy) $ Actual Clay Hx form HUD-51234
j x Revision No. ( } CAOIIOO103LM [7 Average for Rent Roil
04/0112004 { 10/0112003
Actual Month Records
Part A. Actual Occupancy Data as of Report Date
8. Units Occupied .__1128
9 Units Available 1168
__v._
ib—ACE-al
. Occupp ancy. Percentage (D0 ivide_line 8 by line 9,multiply by 100 and round to nearest whale) 97 °f°
i 11.If the HA-wide occupancy percentage shown on line 10 is 97%or greater and the HA believes that an average occupancy rate
Stop of at least 97%is sustainable for the RBY,then check the box below. You have completed the form and do not need to proceed further.
& High Occupancy HA: Occupancy Percentage Is 3 Use 97%as the Projected Occupancy
Note a 1 97%or higher and its sustainably;for the RBY Percentage on Part B, line 11 of form HUD-52723
12,Units vacant as of Report Date (subtract line 8 from fine 9 and enter result)
Stop 1 and, e the number of vacant unit in
13. !f the result online 12 Is five or fewer vacant units and the HA believes that during the RBY: 1)the inventory(line 9)will not change;
p vacant'Units s on line 12 will be vacant for the full RBY,then check the box below. You have completed the
& form and do not need to proceed further.
Note High Occupancy HA with five or 3 Use line 10 for the Projected Occupancy
- fewer vacant units Percentage on Part B,line 11 of form HUD-52723
Part B. Distribution of Actual Vacancies By Major Cause Given below are circumstances and actions recognized by HUD as possible
causes of vacancies that are beyond the control of the HA to correct. It appropriate,please distribute the number of vacant units reported
on line 12 among these causes. Attach sheet identified with HA name and address,the RBY beginning date,and ACG number. Use the
sheet to describe, for each circumstance; when the circumstance occurred; the location of the units involved; why the circumstance is
preventing the HA from occupying,selling,demolishing,rehabilitating,reconstructing,consolidating or modernizing the vacant units;and
the likelihood that these circumstances will be mitigated or eliminated in the RBY.
14.Units vacant because of litigation (e.g.,units that are being held vacant as part of court-ordered or HUD-approved desegregation pian)
15.Units vacant because of Federal,Tribal,or State laws of general applicability. (Note:do not include units vacant only because
they do not meet minimum construction or habitability standards.)
i6.Units vacant due to changing market conditions
17.Units vacant because of natural disaster
18.Reserved
19. RMC-managed units vacant because of failure of HA to fund approvable request for Federal modernization funding
(This line for use only by RMCs)
36.Units vacant because of casualty loss and need tri settle insurance c#claims --___ --_. _..__— __._----_
21.Total Units Vacant Due To Circumstances Beyond The HA's Control (Enter aim of lines 14-20)
22.Units vi vant after adjusting for circumstances beyond the HA`s control (Subtract line 21 from line# )
23.If the result on line 22 is five or fewer vacant units and the HA believes that during the RBY: 1)the inventory(line 9)will not change;
Stop and, 2)the number of vacant units on both lines 21 and 22 will be vacant for the full RBY,then check the box below. You have
& completed the form and do not need to proceed further.
Note High Occupancy HA with five or fewer vacant units 4 Use line 10 for the Projected Occupancy
U after adjustment for vacancies beyond its control Percentage on Part B, line 11 of form HUD-52723
24.Vacancy Percentage after adjusting for beyond control circumstances
(Divide line 22 by line 9,multiply by f 00,and round to nearest whole) °r°
25. If the result on line 24 is 3%or less and the HA believes that during the RBY; 1)the inventory(line 9)will not change;and, 2)
Stop the number of vacant units on fines 21 and 22 will be vacant for the full RBY,then check the box below. You have completed the
& form and do not need to proceed further.
Note --I High Occupancy HA: 3%or less vacancy rate 1 Use line 10 for the Projected Occupancy
i__J afteradjustment for vacancies beyond control Percentage on Part B,line 11 of form HUD-52723
This form replaces forms HUD-52728-A thru-C which form HUD-52728(03/2003)
have been canceled. Previous edition is obsolete. Page 1 of 3 rat Handbook 7475.13
Part C. Status of Units Undergoing Moderntzatlon as of Report Date It changes occur after the Report Date but prior to submission
of this form,the most current status will be shown.
26.Protected Units v _ -� _ _�OOcupled Units Vacant units
a: Number of units that are under modernization construction(contract awarded or force account work started) i —
b. Number of units not under construction contract but included in a HUD-approved modernization budget where
--the time period for placing the units under construction(two FFYs after FFY of approval)has not yet expired.
27.Unprotected Units:Number of units included in a HUD-approved modernization budget where the time
period for placing the units under construction(two FFYs after FFY of approval)has expired.
Part D. Units Estimated to be Available for Occupancy During RBY a vg. 0 o.0Unit
No,of Unfts Mos.in fi5 Mos.(a x b)
28.Units Available as of Report Elate (Enter line 9) 1168� 12
29.Additional Units Available During RBY because of Development/Acquisition of PFS-Eligible projects J+ +
30.Units Unavailable During RBY because of DemolitioniDfspositlon/Conversion
_Actions Approved By HUD
31.Total (Add lines 28 and 29;subtract line 30) ;
Part E. Units Estimated to be Occupied During RBY
32.Units Occupied as of Report Date (Enter line 8) _v - 1128 12
33.Additional Units Occupied during ABY because of _ _
Development/Acquisition of PFS-Eligible Projects + +
34.Reoccupancy during ABY of Units Vacated for Circumstances Beyond the HA's Control + +
35.Reoccupancy during RBY of Vacant Units In a Funded Modernization Program + +
36.Occupied Units In Funded Modernization Program Being Vacated during ABY - —
37.Occupied Units Being Vacated during RBY because of Demolition/Disposition/Conversion --
Actions Approved by HUD. If there are occupied units that become vacant after the Report Date
but before the start of the RBY because of circumstances and actions beyond the HA's control,
place that number here( )and Include in total shown on 37. Attach separate sheet with
same information requested in Part C.
-- - - - —
----------------
38.Total (Add lines 32-35,subtract lines 36 and 37)
Part F. Occupancy Percentage During RSY
39.Total Unit Months of Occupancy (Enter llno 380)
40.Total Unit Months Available for Occupancy (Enter line 31 c) -- -
41.Occupancy Percentage for.RBY (Divide fine 38 by line 40;multiply by100 and round_ to nearest whole)- %
42.Average Number of Vacant Units Purin RBY(Subtract line 39 from line 40;divide result by 12 and round to nearest whole)
43.If the result on line 41 Is 7%or,Higher or if the result on line 42 Is five or less, then check the appropriate
stop box below. You have compietet e'forrr'r and do not need to proceed further.
& a. High Occupancy HA:Occupancy Percentage 4 Use 97%as the Projected Occupancy
Note Is 97%or higher for the RBY Percentage on Part B,line 11 of form HUD-52723
b. High Occupancy HA with five or 3 Use line 41 for the Projected Occupancy
-� fewer vacant units Percentage on Part B, line 11 of form HUD-52723
Part O. Vacancy Percentage for RBY Adjusted for Modernization
44.Total Unit Months of Vacancy in RBY (Enter line 40 less line 39)
45.Total Unit Months for Vacant Units In Funded Mod.and Under Construction
or Funded for Construction(Sum the vacant units of lines 26a and b;multiply by 12)
46.If any of the vacant units on lines 26a or b will be reoccupied during the RBY,enter that number
times the average number of months during the RBY these units will be reoccupied.
47.If any of the occupied units on lines 26a or b will be vacated during the RBY for mod. construction,
enter that number times the average number of monthsduring the RBY these units will be vacated. +
48.Total Unit Months for Vacant Units In Funded Mod.And Under Construction or
Funded For Construction In ABY (Add line 45;less line 48;plus line 47) _
49.Total Unit Months of Vacancy in RBY Adjusted for Modernization (Enter line 44 less tine 48) ,-
50.Vacancy Percentage for RBY Adjusted for Modernization
(Divide fine 49 by line 40;multiple by 100;and round to nearest whole.)
51.Average Number of Vacant Units In RSY Adjusted for Modernization (Divide line 49 by 12;round to nearest whole)
52.If the result on line 50 Is 3%or lower or if the result on line 51 Is five or less,then check the appropriate box
Stop below. You have completed the form and do not need to proceed further.
& i]a. High Occupancy HA: Vacancy Percentage Is 3% + Use line 41 as the Projected Occupancy
Nate or less for the RBY after Modernization Adjustment Percentage on Part B,line 11 of form HUD-52723
b. High Occupancy HA:five or fewer vacant + Use line 41 for the Projected Occupancy
_ _units after Modernization Adjustment Percentage on Part B, line 11 of form HUD-52723
This form replaces forms HUD-52728-A thru-C which form HUD-52728(03/2003)
have been canceled. Previous edition is obsolete. Page 2 of 3 ref Handbook 7475.13
Part H.Vacancy Percentage for RBY Adjusted for Both Modernization and Beyond Control Circumstances
53.Total Unit Months of Vacancy in RBY (Enter line 44)
54.Total Unit Months of Vacancy in RBY Due to Modernization (Enter line 48) i----- -
55.Total Unit Months of Vacancy in RBY Due to Beyond Control Vacancies
(Enter line 21 times 12;less any entry made on line 34c) —
b&.Total Unit Months of Vacancy After Above Adjustments (Enter line 53 less lines 54 and 55)� --
57.Vacancy Percentage for RBY After Above Adjustments _
(Divide line 56 by line 40;multiple by too;and round to nearest whole.)
58.Average Number of Vacant_Units in RBY After Above Adjustments (Divide fine 56 by 12;round to nearest whole) j------
59.If the result on line 57 is 3%or lower or if the result on line 58 is five or less, then check the appropriate box below. You have
Stop completed the form and do not need to proceed further.
& L.] a, High Occupancy HA:Vacancy Percentage is 3%or 4 Use line 41 as the Projected Occupancy
Note less for the RBY after Modernization Adjustment Percentage on Part B,line 11 of form HUD-52723
b. High Occupancy HA:five or fewer vacant 4s line 41 €or the Projected Occupancy
units after Modernization Adjustment Percentage on Part B, line 11 of form HUD-52723
Part 1. Adjustment for Long Term Vacancies If the HA estimates that it will have a vacancy percentage of more than 3%for its RBY and more
than five vacant units after adjusting for vacant units undergoing modernization and vacancies beyond its control,the HA will exclude all of its long-
term vacancies(if any)from its count of units available for occupancy and use this section to determine its projected occupancy percentage.
60.Total Long-term Vacancies (Subtract vacant units shown on tines 21,26a,and b from Hne 12. Analyze remaining ---
vacancies and identify those units that have been vacant for more than 12 months as of the Report Date.) _ T
61.Unit Months of Vacancy Associated With Long-Term Vacancies (Multiply line 60 by 12)
62.Total Unit Months Available for Occupancy in RBY Adjusted for Long-Term Vacancies
(Subtract line 61 from line 31(c)) Use this UMA number In all other PFS calculations.
63.Occupancy Percentage for RBY Adjusted for Long-Term Vacancies
(Divide line 38(c)by line 62;multiply by 100 and round to nearest whole) ado
64.Average Number of Vacant Units in RBY after All Adjustments (Subtract line 60 from line 58)
65.Total Unit Months of Vacancy in RBY after All Adjustments (Subtract line 61 from line 56) --- — --
66.Vacancy Percentage for RBY Adjusted for Long-Term Vacancies
(Divide line 65 by line 62;multiply by 100 and round to nearest whole) _— _ %
- 67.If the result on line 63 is 97%or higher or if the result on line 64 is five or less or if the result on line 66 is 3%or less,
then check the appropriate box below. You have completed the form and do not need to proceed further.
Stop E] a. High Occupancy HA: Occupancy Percentage 4 Use 97%as the Projected Occupancy Percentage on Part B,
is 97%or higher for the RBY after Long-Term line 11 of form HUD-52723. Use the UMA result on line 62 in
Note Vacancies Adjustment calculating PFS eligibility.
b. High Occupancy HA: Five or fewer vacant 4 Use line 63 as the Projected Occupancy Percentage on Part B,
units after Adjustment for Long-TermVacancies line iiof form HUD-52723. Use the UMA result on fine 62 In
calculating PFS eligibility.
Dc. High Occupancy HA:Vacancy Percentage 3 Use line 63 as the Projected Occupancy Percentage on Part B,
is 378 or lower for the RBY after Long- line 11 of form HUD-52723. Use the UMA result on line 62 in
Term Vacancies Adjustment calculating PFS eligibility.
Part J. Projected Occupancy Percentages for Low Occupancy HAs if the HA cannot determine an acceptable Projected Occupancy
Percentage for the RBY using the above approach,it will use this section. The HA will use the lower of either 97%or that percentage based
on having five units vacant for the RBY. Either percentage can be adjusted for vacant units undergoing modernization construction and
vacancies beyond its control. Small HAs of 140 units or less will generally want to use a percentage based on five vacant units.
68.Enter 97%if HA has more than 140 units. If 140 or fewer units,determine occupancy percentage based on 5 vacant
units.for RBY. iTake 60 unit months arni divide by line 62'mu#i#p#v by 100 and round to nearest whole.Subtract result from 100% %
69.Percentage Adjustment for Modernization and Beyond Control Vacancies
--_(Add I#nes 48 pias 55 d#vide thst sum by line 62 muh#p#y by 100 and round to nearest whole) —_-__— %
70.Projected Occupancy Percentage for Low Occupancy HA
(Take the percentage on line 68 and subtract the percentage shown on line 69. Use the result as the
Projected Occupancy Percentage on Part 8,line 11 of form HUD-52723. Use the UMA result an line 62 In calculating
PFS eligibility) -- _..� --_ ---_ — ---
This form replaces forms HUD-52728-A thru-C which _ Page 3 of 3 — form HUD-52728(03/2003)
have been canceled. Previous edition Is obsolete. ref Handbook 7475.13
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HOUSING AUTHORITY OF THE COUNTY OF C014TRA COSTA
Monthly Average Rent Report
Month of: October'03
UNITS UNITS DWELLING AVERAGE occupancy
AIDED AV SLE OCCUtaIED RENT RENT qqMgntag
CA001 Alhambra Terrace 50 48 $14,438.00 $300.79 96.00%
CA003 Brill e*ot .,—�—- 36 36 $8,742.00 $249.77 100.00%
CA004 Las Nogales 44 43 $8,774.00 $204.05 97.73%
CA005 El Puebla 171 167 $44,194.00 $285.12 97.66%
CA006 Las Deltas 71 63 $10,485.00 $169.11 88.73%
CA008 Los Arboles 30 29 $9,415.130 $324.66 96.67%
CA09A Las Deltas Annex#1 81 77 $18,760.00 $243.64 95.06%
CA09B Las Deltas Annex#2 56 56 $15,687.00 $295.98 100.00%a
CA010 Bao Vista 248 248 $60,332.00 $268.14 100,00%
CA011 Hacienda Martinez 50 44 $5,098.00 $206.77 88.00%
CA012 Casa de Manana 40 36 $6,343.00 $198.22 .91}.00°la
CA013 Casa Serena 50 46 $9,774,00 $212.48 92.00%
CA015 Elder Winds 100 96 $20,419.00 $217.22 96.00%
CA045A Vista Ciel Camino 100 98 $26,229.00 $276.09 98.00%a
CA045B Kidd Manor 41 41 $8,233,00 $242.15 100.00%
TOTAL'S 1,168 1,128 $270,923,00 $252.73 96.58%
PREPARED BY: Osborn Solitel; Flno;xclai Analyst
APPROVED BY: 4T4am /f)"eputy utive Director for Operations
HOUSING AUTHORITY
OF THE
COUNTY Of CONTRA COSTA
aifordamle mousing solutions
DATE: FOR THE AGENDA OF OCTOBER 27, 2003
REPORT NO. 03-006
SUBJECT: APPROVAL OF THE CALCULATION OF THE PUBLIC
HOUSING OPERATING SUBSIDY FROM THE U.S.
DEPARTMENT OF HOUSING AND URBAN
DEVELOPMENT (HUD) FOR THE FISCAL YEAR ENDING
MARCH 31, 20105
SUMMARY: Each year the Housing Authority calculates the amount of
Public Housing Operating Subsidy it is eligible for under
HUD regulations and submits the calculation to HUD for
approval and funding.
The Public Housing Operating Subsidy formula calculated
funding of$3,745,390, for 1168 public housing HUD
approved units. Funding of the Operating Subsidy for the
FY 20014105 is projected at 94.7% of eligibility per HUD
instructions. This Operating Subsidy combined with public
housing rental receipts is the revenue source for the
management and operations of the Housing Authority's
1168 public housing units.
Attached is a copy of the Agency's calculation of the Public
Housing Operating Subsidy from the U.S. Department of
Housing and Urban Development (HUD) for the FYE March
31, 2005.
RECOMMENDATION:
That the Advisory Housing Commission recommend adoption of Resolution No.
5046 approving the calculation of the Public Housing operating subsidy from the
U.S. Department of Housing and Urban Development (HUD) for the FYE March
31, 2005 and forward its recommendation on to the Board of Commissioners for
their review and consideration.
3133 ESTUDILLO STREET*P.O.BOX 2759 t MARTINEZ,CALIFORNIA 94553•PHONE(925)372-7400 r FAX(925)372-0235
www,contracostahousing.org
PHAAHA Board Resolution U.S. Department of HousingOMB Approval No.2577-0026(Exp.6/30/2001)
Approving Operating Budget or Calculation of and Urban Development
office of Public and Indian Housing RESOLUTION NO. 5045
Performance Funding System Operating Subsidy
Public reporting burden for this collection of information is estimated to average 15 minutes per response,including the time for reviewing instructions,searching
existing Mata sources,gathering and maintaining the dataa needed,and completing and reviewing the collection of information.This agency may not conduct
or sponsor,and a person is not required to respond to,a collection of information unless that collecton displays a valid OMB control number.
This information is required by Section 6(c)(4)of the U.S.Housing Act of 1937. The information is the operating budget for the low-income housing program
and provides a summary of proposed/budgeted receipts and expenditures,approval of budgeted receipts and expenditures,and Justification of certain specified
amounts.,HUD reviews the information to determine If the operating plan adopted by the PHA and the amounts are reasonable and that the PHA is in compliance
with procedures prescribed by HUD. Responses are required to obtain benefits. This Information does not lend itself to confidentiality.
Acting can behalf of the Board of Commissioners of the below-named Public Housing Agency(YHA)/Indian Housing Authority(IHA),
as ils Chairman, I make the fallowing certifications and agreements to the Department of Housing and Urban Development (HUD)
regarding the Board's approval of (check one or more as applicable):
i
(date)
Operating Budget Submitted on: _—
( Operating Budget Revision Submitted on:
Calculation of Performance Funding System Submitted on:
�- Revised Calculation of Performance Funding Svstem Submitted on: _
i
I certify, on behalf of the: (PHAAHA Name) – _..,_-----_._..___._--------___.___W–___ _____ ___–
that:
1. All regulatory and statutory requirements have been met;
2. The PHA has sufficient operating reserves to meet the working capital needs of its developments;
3. Proposed budget expenditures are necessary in the efficient and economical operation of the housing for the purpose of serving
low-income residents;
4. The budget indicates a source of funds adequate to cover all proposed expenditures;
5. The calculation of eligibility for Federal funding is in accordance with the provisions of the regulations;
6. All proposed rental charges and expenditures will be consistent with provisions of law;
7. The PHA/IHA will comply with the wage rate requirements under 24 CFR 968.110(e) and (f) or 24 CFR 905.120(c) and (d);
8. The PHAAHA will comply with the requirements for access to records and audits under 24 CFR 968.110(i)or 24 CFR 905.120(8);
and
9. The PHA/IHA will comply with the requirements for the reexamination of family income and composition under 24 CFR 960.209,
990.115 and 905.315.
l hereby certify that all the information stated within,as well as any information provided in the accompaniment herewith,is true and accurate.
Warning.HUD will prosecute false claims and statements.conviction may result in criminal and/or civil penalties. (18 U.S.C.1001,1014,1012;31 U.S.G.3729,3802)
Board Chairman'sDate Name(type) Sigrasure r
Mask.. DeSauinier �G'� 10/28/03
form HUD-52574(10/95)
Previous edition is obsolete v
ret.Handbook 7575.1