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RESOLUTION NO.
74-1
A RESOLUTION OF THE HOUSING AUTHORITY OF THE
CITY OF SANTA ANA ADOPTING BUDGET FOR PROJECT
CAL 93-1 OF THE HOUSING AUTHORITY OF THE CITY
OF SANTA ANA FOR FISCAL YEAR ENDING JUNE 30,
1975
WHEREAS, Project Cal 93-1, Housing Authority of the City
of Santa Ana begins its new fiscal year July 1, 1974; and
WHEREAS, under the terms and conditions outlined in Cir-
cular HM 7675.12, paragraph 6 e, dated 11-28-72 of the HUD
Handbook, that proposed expenditures are necessary in the ef-
ficient and economical operation of the housing for the pur-
pose of serving low-income families; that the financial plan
is reasonable in that:
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It indicates a source of funding adequate
to cover all proposed expenditures
It does not provide for Federal funding in
excess of that payable under said Circular
All proposed charges and expenditures will
be consistent with provisions of law and the
Annual Contributions Contract
NOW, THEREFORE, BE IT RESOLVED BY THE HOUSING AUTHORITY OF
THE CITY OF SANTA ANA:
That the budget, attached hereto as Exhibit "A" and by
this reference incorporated herein as though fully set forth,
is hereby approved and that the Secretary-Executive Director
is authorized to submit the budget to the Department of Housing
and Urban Development with approval recommended; and
BE IT FURTHER RESOLVED that the Budget be posted to the
books of account and filed in the office of the Authority.
PASSED AND ADOPTED thi s 15th day of
by the following roll call vote:
, 1974,
April
AYES, COMMISSIONER: Griset, Ward, Garthe. Yamamoto,
Patte r s on
NOES, COMMISSIONER: Evans
ABSENT, COMMISSIONER: Markel
ATTEST:
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SEC ETARY
I HEREBY CERTIFY that the foregoing Resolution was duly
and regularly passed and adopted at the Annual Meeting of the
Housing Authority of the City of Santa Ana held this 15th day
of April , 1974.
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A. WITHER,
y Attorney
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Exhibit A
¡ :UD-52564
J 1972
Form Approved
OMB N 63 R0808
Page 1 ot 2
onuory 0, -
U.S. DEPARTMENT OF HOUSING AND URBAN DEVELORMENT TYPE OF HUD ASSISTED PROJECT(S):
LOW-RENT HOUSING PROGRAM LHA-Owned Rental Housing. . . . .. .. ...... D
OPERATING BUDGET LHA-Leased Housing-Section 23~¡X~~ .. ", ŒJ
June 30, 19~ LHA-Owned-Homeownership. . . . . . . . . . . . . [J
For Fiscal Year Ending LHA-Leosed-Homeownership. . . . . . . . . . . .. U
Q9 ORIGINAL D REVISION NO. LHA-Conveyed Project-Admini stration Contract. L
NA ME OF LOCA L AUTHORITY: CONTRACT NQ.(S):
ity of Santa Ana Housing Authority SF-460
PROJECT NO.(S):
LOCA LITY: CAL 93-1
County of Orange NO. OF D.U. NO. OF UNIT MONTHS OF
AVAILABILITY:
State of California 100 1200
HUO AREA OFFICE: HUO REGIONAL OFFLCE: REQUESTED BUDGET ESTIMATES
ACTUALS ESTIMATES
2500 Wilshire Boulevard LAST OR
. Angeles, CA 90057 San Francisco, CA FISCAL ACTUALS
YEAR CURRENT LHA ESTIMATES HUD MODIFICATIONS
BUDGET
YEAR
19~ AMOUNT AMOUNT
19_-
PUM PUM PUM (ToNeBTe,>t $10) PUM l'oNeBTest$10,'
L.INE NO. 11> 12) 13) 14) 15) 16) 17)
Homebuyers Monthly Payments For:
001 Operating Expenses
-
002 Earned Home Payments Account
~
003 Nonroutine Maintenance Reserve
--'-- Even Amount(Sum 01 Line$ DOl, 002. & 003'
i Toto I Break
Excess (or Deficit) in Break-Even Amount
Homebuyers Monthly Payments (Contra)
I OPERA TING RECEIPTS:
Dwelling Rentals 89 280
,,~ Excess Utilities
rroo ~I- Nondwelling Rentals
1-'"
fo.¡o <w Total Rental Income 89 280
"'u
f-¡¡so Ww Interest on General Fund Investments 720
"'",
fo6o 0 Other Operating Receipts 530
~ TOTAL OPERATING RECEIPTS EXCLUDING HUD CONTRIB. 51. 60 75.44 90 530
OPERA TING EXPENDITURES:
ADMINISTRA TION:
110 Salaries 23.29 19.8l 23,770
I------ Administration Expenses Other Thon 8.22 8.29 9,950
120 Salaries
I------ 31. 51 28.10 33,720
~I Total Administration Expenses
TENANT SERVICE.S:
210 I Salaries
220 Recreation, Publications and Other Services .10 .13 150
- Contract Costs - Training and Other 1.88
230
290 Total Tenant Services Expenses 1.98 .13 150
-=--- UTILITIES:
I ~ Labor
W Utilities
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::> Total Utilities Expenses 0
I-
0 w ORDINARY MAINTENANCE AND OPERATION:
Z Labor 1. 25 .75 900
w z
420 IlL - 1.25 1.00 1,200
)( I- Materials
:¡t¡ OJ Contract Costs
,, ::>
450 ~ 0 Toto I Ordinary Maintenonce and Operation Expenses 2.50 1. 75 2.l00
- I- '"
.. PROTECTIVE SERVICES:
460 '" Labor
141
." '" Materials
0
Contract Costs
Total Protective Services Expenses 0
I------ GENERAL EXPENSE~.
SIO Insurance .79 1.36 1 630
I-s2o Payments in Lieu of Taxes
f--s3o Terminal Leave Payments
fs¡o Employee Benefit Contributions 2.13 2.38 2.850
fsso Co lIection Losses 1.94 1.00 1 200
I-:ï6o Other Genera I Expenses
f-s9o Total General Expenses 4.06 4.74 5.680
, TOTAL ROUTINE EXPENSES 40.89 34.72 41 650
'RENTS TO OWNERS OF LEASED DWELLINGS 192.000
TOTAL OPERATING EXPENSES 211650
NONROUTINE EXPENDITURES: V~
W I
z Extraordinary Maintenance 500
'-'-"- I- V V
~ ::> Replacement of EauiDment
~ 0 Betterments and Additions 100
'" ..
~ Z Other Nonroutine Expenditures
0
790 Z TOTAL NQNROUTINE EXPENDITURES .~U bUU
HUD-52564
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.' " Exhibit A
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HUD-52564 Pcrge 2 of 2
January 1972
U.$, DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT NAME OF LOCAL AUTHORITY:
LOW-RENT HOUSING PROGRAM Santa Ana
OPERA TlNG BUDGET
June 30, 19~ LOCALITY:
a Fo. Flscol Veo. Endin9
~ ORIGINAL D REVISION NO. Orange County, California
CONTRACT NO.IS):
SF-460 ACTUALS ="'ATES REQUESTED BUDGET ESTIMATES
LAST OR
ECT NQ.(S): FISCAL ACTUAL5
CAL 93-1 YEAR CURRENT LHA ESTIMATES Hue MODIFICATIONS
BUDGET
TYPE OF HUD-ASSISTED PROJECTlS): YEAR
LHA-Owned.Rental Housing D LHAøLeosed-Homeownership D AMOUNT AMOUNT
19- 19-
LHA..Leased.Sectìon 23xaaeK:) IX] LHA-Conveyed Project PUM PUM PUM (ToNearest$lO) PUM (ToNearest$10
L HA-Owned. Homeowners hip D Administration Contract D I
.NO' [I) [21 131 [41 151 [51 [71
OTHER EXPENDITURES,
81 Prior Year Adiustments
ã20 Other Deductions
830 Total Other Expenditures
890 TOTAL DPERAT[NG EXPEND[TURES 234 250
RESIDUAL RECEIPTS (DR DEFICIT) BEFORE HUD CONTRIBU.
900 TlDNS AND PROVISION FOR OPERATING RESERVE, 143.720)
910 Basic: Annual Contribution (Leased Project) l5Q,840
RESIDUAL REtEIPTS (DR DEFICIT) BEFORE OTHER HUD CDN-
TRIBUTlONS AND PROVISION FOR OPERATING RESERVE, 16,120
OTHER HUD CONTRIBUTIONS
Operat i n9 Subs idy
940 Special Family Subsidy
950
960 Totol Other HUD Contributions
970 Residual Receipts (or Defjcit) before Reserve
980 Provision for Operating Reserve
990 Residual Réceipts (or I;>eficit)
OPERATING RESERVES
FOR A CONTRACT OR PROJECT
.~E Part I - Maximum Operating Reserve -
NO, End of Current Budget Yeor
SECTION A - LHA.OWNED RENTAL HOUSING $
01 One-half (50%) of Line 600-Column 5- Form HUD-52564 for a Contract
SECTION B - LHA.LEASED HOUSING - SECTION 23 DR lOCC) $
_r OneMho If (50%) of Line 600 - Column 5 - Form HUD-52564 for a Proiect 20,825
_I SECTION C - LHA-DWNED DR LEASED HOUSING. HDMEDWNERSHIP
One-half (50%) of Line 600 - CollJmn 5 - Form HUD-52564 for Q Proiect
04 One-third (33-1/3%) of Line 004 - Column 5 - Form HUD-52564 for Q Proiect .
T eta I (Sum of Lines 03 and 04)
Port II - Provision for and Estimated or Actual
~ Operating Reserves at Year End
Reserve ot End of Previous Fiscal Year - Actual $ 0
07 Provision for Reserve -'- Current Budget Year - Estimated or Actual 14,040
08 Reserve at End of Current Budget Year- Estimated or Actual 14,040
09 Provision for Reserve - Requested Budget Year - Estimated 9,960
10 Reserve at End of Requested Budget Year - Estimated 24,000
APPROVAL:
(Name and Title) (SIQnatuTe) (Datey
AREA OFFICE APPROVAL V,y ,
V
(Name and Title) (SiQnatuTð) (Date)
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INSTRUCTIONS FOR PREPARING FORM HUD-52564 - OPERATING BUDGET
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Use this form for preparing the UOperating Budget" for HUD-Assisted low-rent housing in management. The budget(s)
for LHA-Owned Rental Housing (including Conveyed) Projects in management shall not be combined with the budget(s) for
0) a LHA-Leascd Housing Project - Section 23 or IO(e), (2) a LHA-Owned Homeownership Project, (3) a LHA-Leased Bomeø
ownership Project, or (4) a Conveyed Project under an Administration Contract. A separate Form 8UD-52564 must be prepared
for each project of the type referred to in 0), (2), (3) and (4) above.
U a Local Authority (LilA) has more than one Annual Contributions Contract. each of which includes LHA-Owned rental
housing (including conveyed) projects in management. the LHA may elect to budget for such proj('cts by individual Annual Con-
tributions Contract. or on a consolidated basis. In either case, the LHA must prepare separate Forms HUD-52564 for all such
projects under each individual Annual Contributions Contract, and a Summary Form HUD-52564 for all such projects under all
~nnual Contributions Contracts administered by the LHA. If budgeting is on a consolidated basis, the Summary Form H UD-
52564 is subject to HUD approval and constitutes the base for the limitations on expenditures outlined in the Low-Rent Finan-
dal Management Handbook HM 7475.1. If budgeting is by individual Annual Contributions Contract, rhe Summary Form HUD-
52564 is for informational purposes only. and will not be subject to nUD approval; the base for the limitations on expenditures
will be by the Form IIUD-52564 prepared for each individual Annual Contributions Contract.
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Each of the individual forms IIUD-52564 for each Contract, or for each Project type. is subject to IIUD approval since
they constitute the base for calculating Operating Reserves and HUn Contributions. and will show the maximum operating
reserve approved for the Contract or Project type.
1. General. See HM 7510.1 for description of accounts. Reff!r
to "Special Instructions" below for budget revisions.
2. Headin¡:
a. Insert check. if original budget; insert revision No. if
budget revision.
b. Type of Project(s): Check appropriate block.
c. Contract No.(s): List No. of each Annual Contributions
(or Administration) Contract included.
d. Project No.(s}: Enter the No. of each Project expected
to be in management or have dwelling units under lease
during the requested budget year.
c. No. of D.U.: Enter the total No. of dwelling units in the
projects covered.. (For leased projects, enter the No. of
dwelling units estimated to be leased from property own...
ers by the end of the requested budget year.)
f. No. of Unit Months of Availability: Enter the sum of the
products of the No. of D.U. by the No. of months of man-
agement for each project for the requested budget year.
(Counl all fractions of months as whole months.)
Column Headings: Enter appro'priate year in applicable
column.
4. Column (2): Obtain actual P.U.M. amounts from the State...
rnent(s) of Operating Receipts and Expenditures (Form HUD-
52599) for the year preceding the current budget year, or from
the latest approved budget revision for the current budget
year.
3.
5. Column (3): Obtain the estimated amounts from the latest
approved budget(s) or budget revision(s) for the current bud-
get year.
6. Colmnns (4) and (~):
a. General
(I) Enter amounts on applicable lines from HUD Schedules
and/ or LHA worksheets.
(2) After completing Column (5), compute the P.U.M.
amounts for Column (4) by dividing each Hgure in
Column (5) by the No. of Unit Months of Availability
in the heading.
b. Lines 530 and 810: Use these lines. if applicable, only
in conn_ection with budget revisions.
c. Line 560: Use this line, if applicable. for showing esti-
mated interest on Administrative and Sundry Loans.
d. Line 820: Use this line. if applicable, for such items as -
rental debt service payments, carry-overs of unabsorbed .
deficiencies in residual receipts from prior years, etc.
e. Lines 930. 940, 950: If the form is a Summary for all LHA-
Owned Rental Housing (including Conveyed) Projects in
management under all Contracts, enter the combined totals
of the subsidies calculated for such projects under each
individual Annual Contributions Contract.
f. Line 980:
() See instructions for Lines 930, 940, and 950 a'bove.
(2) Enter a negative balance in parentheses.
(3) A positive balance should not exceed the negative
balance on Line 970. A negative balance may not, /
exceed the balance(s) in the reserve(s) applicable to .
the projects covered as at the beginning of the re-
quested budget year.
1. Columns (6) and (1): Leave blank. If HUD modifies 'be .
LHA estimates as a condition of approval, HUD will complete
these columns and return a copy to the LHA.
8. Speciallnstructioos. Budget Revisions: When using this
form for budget revisions, the following additional instruc-
tions are applicable:
a. General. No changes are to be made in the amounts for
nOther HUD Contributions" (Lines 930. 940 and 950), or
in Part I - Maximum Operating Reserve - Eud of Current
Budget Year.
b. Column (2): Enter the P.U.M.. amounts from the last
prevIously approved budget(s) or budget revision(s) for
the requested budget year.
.
c. Column (3): Delete the word "Estimates." Copy (or
'Summarize) P.U.M. amounts, modified by HUD adjustments.
if any, from the Statement(s) of Operating Receipts and
Expenditures (Form(s) HUD-52599) for the year, or from
the last previously approved budget revision(s) for the re-
quested budget year.
d. Columns (4) 'and (5): Enter on each line not changed, the.
P.U.M. and dollar amo.unts from the last previously ap-
proved budget(s) or budget revision(~). Enter new P.U.M. 8
and dollar amounts for each line changed.
L General.
OPERATING RESERVES
a. Operating reserves aTe calculated by individual Annual Contributions Conlract except that the operating reserves for (1) LHA-
Leased Housing Projects - Section 23 or IO(e), (2) LHA..()wned Homeownership Projects and (3) LHA-Leased HomeownerBhiP~
Projects must be separately calculated and reported by project type. : (AdditionaUy, if the LHA operates Conveyed Projects un
separate Ad:ninistrat!on Contracts, the reserves for such projects must be separately calculated and r,eported.. The computation of - .
the maximum operating reserve for such projects is the same as for LHA..Qwned Rental Housing (including Conveyed) Projects
under Annual Contributions Contracts.)
b . The maximum operating reserve for a Contract or Project type constitutes the maximum that may be accumulated for a Contract or
Project Type as at the end of the current budget year. For budgetary purposes. the same maximum shall apply for the requested
budget year~
2. Line 06: Enter amount as oC the last previous fiscal year (year preceding current budget year). (For the Summary Form HUD-52564
for all LHA..owned Rental Housing (including Conveyed) Projects, enter the combined total of the reserves for aU such projects under.
all Contracts).
3. Line 07: (See line 06 above re Summary Form HUD-52564).
a. Enter estimated amount, if original budget, or actual amount, U' revised bud¡et.
b. Enter negative balance in pørentheses. (The negative balance may not exC'eed the amount on line 06.)
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4. Line 8:
~. Line 9:
Enter sum of lines 06 and 07.
(See line 06 above re Summary Form HUD-52564.)
a. Enter estimated amount.
b. Enter negative balance in parenlheses. (The negative balance may not exceed the amount on line 08.)
6. Line 10: Enter sum of Lines 08 and 09.
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GOVERNMENT PRINTING OFFICE: I972 794-549/846
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Instructions for Preparation of Form HUD-52566
Prepare this farm to show proposed staffing for the Requested Budget Year, List all positions the salary far wh ich is chargeable in
8e or in part to HUD-aided housing in management or development.
etificatian: The identification boxes at the top of the farm are self-explanatory.
Column (1) Pasition Title: List each position title according to Organization Unit, i.e., Central Office, Central Maintenance,
Project or Project Management Group, and Function within each organizational unit, i.e., Office of the Director, Accounting and
Purchasing Section, Leasing and Occupancy Section, General Maintenance Crew, Paint Crew, etc. All seasonal temporary labor
may be combined on a single line designated uCasual Labor" or uTemporory Labor".
In the space provided at the right hand side of Column (1) enter, for each position or group of positions as appropriate, an account
designation as follows: A-NT for Administration-Nontechnical positions, A-T for Administration-Technical positions, M for Mai,n.
tenance positions, and 1! for Utilities labor positions, and ..Q.for Other Positions, such as staff attorneys and architectural and
:engineering personnel employed for the sole purposé of preparing plans and specifications for extraordinary maintenance jobs or for
rty betterment and additjons.
Column (2) Present Salary Rate: Enter closing date of latest completed payroll period in heading. Then, for each position listed
in Column (1), enter the present annual salary rate according to the latest payroll record. For new positions to be established in
the Requested Budget Year, leave this column blank.
Columns (3), (4), (5) Requested Budget Year:
~Iary Rate: For each position listed, enter the proposed annual salary rate.for the Requested Budget Year.
. Estimated Payment:
No. Months: For each position listed, enter the estimated equivalent number of full months of employment in the Requested
Budget Year.
Amount: For each position listed, enter the estimated amount of salary to be paid during the Requested Budget Year.
location of Salaries by Program: This section, Columns (6) through (9), is to be completed by Local Authorities which are
oncerned with programs other than HUD - Aided projects in Management.
Column (6) HUD - Aided Programs - Management: For each position listed, enter the amount of salary allocable to activities
related to HUD - Aided projects in Management.
Column (7) HUD-Aided Progroms - Development: For each position listed, enter the amount of salary allocable to activities
related to HUD-Aided projects in development. Include in one amount, the amounts chargeable to Development Cost Accounts
1410 and 1425 (see Law - Rent Accounting Monual),
Column (8) Other Programs: For each position listed, enter the amount of salary allocable to activities rela~ed to projects which
::a.L.°cally owned, State-aided, etc., and to all other programs with which the Local Authority is concerned, such as Urban
w-val, etc.
In (9) Method of Allocation: For each position or group of positions listed, as appropriate, show briefly the method used for
tl8llocation. For example: "Per Unit Basis: Columns (6) - 80%, (8) - 20%," or "Percent of Time: Co.lumns (6) . 60%, (7) - 10%,
(8) - 30%," etc. The method of allocation used must realistically reflect a fair sharing of salary expense by each program,
On the basis of information shown on the schedule, complete the Summary of Staffing and Salary Data section 0" Form HUD .52573,
Operating Budget, Summary of Budget Data and Justifications, from which amounts are to be carried forward to Form HUD.52564,
Operating Budget, Summary HUD-Aided Low-Rent Housing in Management, ond eoch Form HUD-52574, Operoting Budget far
Section 23 Leased Housing.
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220229-P
HU~Wash., D. c.
HUD-S2S66 Rev. 8/67
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Instructions for Preparation of Farm HUD-S2567
Prepare this form to d.sc~¡be each work project, or job, of extraordinary maintenance, propertY betterments and additions, and
replacement or addition of nonexpenda!>le equipment scheduled for accomplishment in whole or in part during the Requested
Budget Year.
.~
Identification: The identification boxes at the top of the form are self-explanat...y.
.
Extraordinary Maintenance and Bettetments and Þ.ddltlons .
Column (1) Work Project Numbers: For work projects to be started during the Requested Budget Year assign consecutive .-
bers to identify them with the classification of work and the LHA Fiscal Year, and enter the numbers in this column. For '
example: For Extraordinary Maintenance jobs to be started during the LHA Fiscal Year 1966, the number would be EM-66-1,
EM-66-2, etc. and for Betterments and Additions jobs the numbers would be BA-66-1, BA-66-2, etc.
Far work projects started in previous budget years and which will continue in the Requested Budget Year, enter the work proj-
ect number. assigned when the job was started. .
Column (2) Description: Describe each work project concisely, but sufficiently to give a full understanding of its nature an .
sco~. For work projects started in previous years, point out any significant changes in nature and scope.
Column (3) Housing Project Nu",ber: Opposite each work project number and description enter the number of the Housi ng
Projects at which the work is located.
Column (4) Te...1 Estimated Cost: Enter a realistic estimate of the total cost of each work project based, to the extent practi-
cable, on cHherough study of detailed specification of the work. If any part of the work is to be performed by Project staff the
estimated cost sheull¡~clude thè. appropriate portion of their salaries. If there has been a chanpe in the total estimated..
of work stòrted in previous years, the revised total estimate should be entered and note to this effect included in the desc.
tion column.
Column (5) Percent Complete Current Budget Vear End: For work projects started in previous years, enter a realistic esti.
of the 'percen...ge of work that will have been completed at the end of the Current Budget Year. This percentage may or may nOl
correspond to the percentage of total estimated cost that will have been expended at that time.
Columns (6) alii! (7) Requested Budget Year:
Column (6) Estimated Expelll!ltureln Vear: For each work project enter a realistic estimate of the portion of Total Esti-
mated Cost, that wUI be expended during the Requested Budget Year. These estimates should include the appropriate
portion of salaries of Project staff which is to perform any of the work.
Column (7) Percent Complete Vear End: For each work project enter a realistic estimate of the percentage of work that
will have been completed at the end of the Requested Budget Year. This percentage may or may not correspond to the.
percentage of total estimated cost that will have been expended at that time.
Equipment Requirements
Column (8) Description: Under a heading "Replacement of Equipment" list each type of nonexpendable equipment to be
replaced, and sèparately under a heading "Property Additions" list each new type of nonexpendable equipment to be acquia
Give a brief description of each type and identify the Housing Project to which it is tobeassianed. .
. .
Column (9) Number of Items: Enter the number of items of each type of equipment to be purchased for each Housing Proie8
des ignOled in Col umn (8). .
Column (10) Item Cost: Enter estimated net cost of each item of equipment, e.g. purchase price, less discounts, trade-in
allowance., and/or proceeds from dispo.ition of equipment being replaced.
Column (11) Estimated Ex~ndltlire In Vear: For each type of equipment, enter the estimated cast obtained by multiplying
the number of items in Column 9 by the item cost in Calumn 10. Alsa, enter total cost of equipment listed under each af
headings "Replacement of Equipment" and "Property Additions."
Ta""s
a. The tatal in Column 6 for Extraordinary Maintenance should be entered on Line 41, Column 5, of Farm HUD-52S64.
b. The total in Column 11 for Replacem.nt of Equipment should be entered on Line 42, Column 5, of For"; H-UD.52S64.
c. The .sum of the totals in Columns 6 and 11 f... Property Betterments and Additions shauld be entered on Line 43, Column 5,
of Form HUD.52S64.
.
.
HUD-52567
GPO 88...888'
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I' '" Exhibit A
HUO-52571 Form Approved. Nome of local Authority
December 1967 Budget Bureau No. 63-R808
(Formerly PHA-2571) Low-Rent Public Housing Santa Ana
Operating Budget Locality Fiscal Year End
Schedule of Administrotion Expense Other Thon Solories 8rf'Ofe County, 6/75
a 1. orn1.a
; (1) (2) (3) I (4) (5)
Distribution bv Prooram
Description Total HUD.Aided Program Other
Requested Programs
Budget Management Development
Leaal EXDense (See Soeciol Not. in Instructions) 500
Travel No. Persons
Trips to Conventions and Meetings: Aggregate
Comm'r Stoff Days of
Organization and Location Travel
2 INAHRO l4 meetings) 1 1 l2 900
_Tra~ning 0 2 2 lOO
5
6 Total Travel To Conventions and Meetings 1000
-
Other LHA Trovel:
7 Outs ide Area of LHA Jurisdiction 150
8 Within Area of LHA Jurisdiction 700
9 Total Other LHA Travel 850
10 Totol Travel 1850
11 Pub'lications 150
Membership Dues and Fees 150
Telephone and Telegraph 600
Sundry:
Renta I of Office Space 2800
Collection Agent Fees and Court Costs 900
16 Accounting and Auditing Fees 1500
17 Fo~msl Stationery and Office Supplies 900
18 All Other Sundry Expense 600
19 Total Sundry 6700
20 Total Administration Expense Other Than Salaries 9950
Justification of Travel to Conventions and Meetings
Notes:
. Line
Item
Per Diem
(2) Attendance At No. Meetings Attendees Air Fare 2 X 3 days X $50 Total
NAHRO 2 4 $300 600 $900
Meetings
(9) A city vehicle will be assigned to the Housing Authority at a charge of $70 per
month
(14) 46ç per sq. ft. X 506 sq. ft. = $232.76 X 12 = $2800
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Instructions for Preparation of Form HUD-52571
Prepare this form to reflect detailed estiinates of Administration Expense, other -than Salaries, and the distribution thereof to
H )D' - a,i.ded housïng in OÍdnagement and development, and to other programs. For de.crlþtion øfaêcounts, see Low-Rent
Accounting Manual. .
Identification: The identificption boxes in the upper righfhand carner are seH.explanatOrY, . .
I. ~: Enter in Column (2), L.ino. 1 the estimated cost of legal service far ""'nagement activities. Enter in Columns
(3), (4), and (5) the pro rata shares of !!-,,,-,,unf in Column (2) chargeable to HUD -aided housing in management and developme.
and to non. HUD.-aided programs. .,
Special Hate: The amount entered in Column (2) should include salaries of Staff Attarneys as shown on Form HUD-52566
and included on line for "Other" in the Summary of Staffing and Salary Data section of form HUD.52573.
2. Travel Expense:
a. Trips to Conventions and Meetings:
. ~
Column (J): Lines 2 through 5: List each convention 0, meeting to be attended by LHA Commissioners and staff, with its
location. Enter the number of Commi.ssionorsand the number of LHA staff enlplayee. expected to attend. Show the
aggregate number of days in travel status for all persons expected to attend s\'Ch ;"'etings.
Column (2): Enter the estimated total cost oreach trip, including subsisfence allowance, cost of transpôrtation, and
reimbursable miscellaneous expenses. . e, -
Columns (3), (4), a,nd (5): Enter in these columns the pro rota shares of the amounts shown in Column (2) chargeable to
HUDI.aided housing in management and development and to non-HUD-aided programs respectively.
Add Columns (2) through (5) and enter total for each on line (6), "Total Travel t..:Conventions and Meetings".
.
.
b. Other LHA Travel:
(1) Outside Area of LHA Jurisdiction: Enter,in Column (2), Line 7 the estimated:cost far travel by I.HA Commissioners
and staff, inclucl ing the cost of subsistenbe, transportation, and reimbu,sable miscellaneaus expenses, for all other
,trips outside the LHA jurisdiction area. Follow instructions under 20 above for Columns (3), (4), and (5).
(2) Within Area of LHA Jurisdiction: Enter in Column (2), Line 8 the estimated total cost for LHA travel within the
LHA jurisdiction area, including fixed monthly:allowance or reimbursement on a mileage basis for use o~ privately
owned automobiles; and reimbursement for authorized use of local public -transportation. 'Follow instNctions unaer
paragroph 20 above for completing Columns (3), (4), and (5).
(3) Add Columns (2) through (5) and enter total for each on Line 9 "Total Other LHA Travel".
3. Publications, Membership Dues and Fees, Telephone and Telegraph, and Sundry:
a. Column (2), Lines 11 throug.h 19: '. For each item of 'DOl pense enter the estirnat,dt!ltal lar all programs.
b. Columns (3), (4), and (5): For each item of expense enter the pro rata share of the estimated amount in Colu.mn (2) chargeable
to HUD -aided housing in management and development, and to non-HUD.aided programs, respectively, ..
4. Total Administration Expense Other .Than Salaries: Derived by addit. ion of total Legal Ex.pe. n.se, to.ta...1 Travel Ex. pense, Publ i_.
tions, Membership Dues and Fees" Telephone.ond, TelegrC2ph,OJId tøtal Sundr¥, ; Q""¡"{ne20 enter oPPr!lpri!lte tQIIals in Colu"
(2) through (5). Carry forward to the appropriate line on Form HUD-S2564 or to Farm 1i~.52574, the allocable .P!lrtion of the.
amount shown in Column (3) for each account, for HUD- aided housing in management.
Ju.stification of Travel to Convo ntions and Meetings: .Insert in the space providea anqrqativ,e statell)ent jus,tifying trips to
conventions and meetings by Commissioners and staff of the Local Authority. .
.
4Þ<
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HUD-S2571
GPO 875..1
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Exhibit A
.
HUD-52573
(Page 1 of .()
~ February 1967
'(Formerly PHA-2S73)
I .
I
Operating Budget
Summary of Budget Data and Justifications
Form Approved
Budget Bureau No. 63-ROSOB
I
of LocoJ Haning Authority
of Santa Ana
Fiscal Year Ending
Locality
Oran a Count
.19 75
Ca li fornia
Operating Receipts
ling Rental: Explainbcisis for estimate. For HUD-aided low-rent housing, other than Section 23 Leased housing, state amount of latest
available total LHA monthly rent roll, the number of dwelling units available for occupancy and the number accepted for the some month end.
Cite LHA policy revisions and economic and other factors which ma)' result in 0 greater or lesser overage monthly rent roll during the Request-
ed Budget Year. For Section.23 Leased housing, state the number of units under leGse, the PUM lease price, and whether or not the cost of
utilitlesi. included. If not included, explain method for payment at utility costs by LHA and/or tenant.
No. of Avarage Unit
Units PUM Lease Months
§:W.
Total
.
115 1200. ~ .
Exce.. Utilitl..: (NOT for Section 23 Leased housing.) Check appropriate spaces in item 1, and explain "Other,1. Under Item 2, explain basis
fot determining eKce-;;-utility consumption. Far example: Gas; indivldval check meters at OH.100.1, proration of excess over allowances at
~Oo-2, .tc. Cite effective date of pr.sent utility allowance.. Explain anticipated changes in allowances or other factors which will couse
.,nlficant change In the total amount of excess utility charges during the Requested B.udget Year.
1 Br
2 Br
3 Br
4 Br
5 Br
35
22
29
10
4
S 55
'il0
_85
105
1200
1200
1200
1200
23,100
18,480
29,580
12,600
-tillty Service. Surcharged:
?'éomm.nts:
GosD
eiectrlcltyD
Othor D (Spoclfy)
."dwelling Rent: (NOT for Section 23 Leased housing.) Complete Item 1, specifying each space rented, to whom, and the r.ntal terms.
For example: COMll'l4lnity Building Space. Nursery School. $50 per month, etc. Cite change. anticipated during the Request.d Budget Year
affecting e.timated' Non-dwelling Rental Income.
1.
Space Rented
To Whom
Rental Terms
.
aommonts:
Contribution for Elderl and Dis laced: (NOT for Section 23 Leas.d housing.)' Generally, show ani)' an .stimGt. of Contribution for the
rlyonFormHU ~5 564, computed accordi~ the formula shown below. The sum of the least of lines 2, 4, or 5 for each contract is the
t of the- .sthRa.eeI contribution. -
Th. additional subsidy for nonelderly familie. displaced from public housing and urban renewal sites on or after January 27, 1964, I, avail-
obi. only whenth8- a:teroge rents to be charged such fami l1.s ore Ie.. than the overage rents to b. charged other nonelderly famlll.s. If It is
nece.sory to consider the availability of this subsidy, it will be nece..ory to show thot the overage per dwelling per month amount of such
subsidy lOr dwellings to b. occupied by such displaced famill.s do.s not exc.~ $10 or the diff.rence in averag- rents, which.v...is smaller.
In such cas. provide In an attachment details of the computation for the .stimate of this subsidy included in the amount shown on HUD-S2564
1. Contract Number
2. estimated Deficit in Normal Operating Reserve at end
of Current Budget Year
$
$ $
% " "
$ $
$ $
L\ H~73
3. Estimot.d percent of occupied unit. at end of Current Budget Year
. to b. Occupied by Elderly Families
.... Estimat.d amaúnt of deficit attributable to Elderly Families;
8line 2 multlpliod by Ilno 3
estimated number of 'Elderly Families in occupancy at end of
Current8udg.t Year multiplied by $120.
$
$
"
".
Exhibit A
. .
. .
HUD.52573
(Pag- 2 of 4)
, February 1967
(Formerly PHA.2573)
Operating Budget
Summary of Budget Data and Justifications
. of Locol Housing Authority
Santa Ana
Fiscal Year Ending
Locality
Orange County, California
June
. 19
75
. Op.~tingR.c.i~s(Cont¡nu.d)
r.st on General Fundlnv..tments: State the amount of pr...nt General Fund inv..tment and the percentage of the General Fund it '.pre.
..nt.. ExplaIn circumstanc.. such as increased or decreased operatln"...,.,..., dwelling rent, operating expenditure., .tc., which will offect
estimated average monthly total investments in the Requested 'Budget Year. Explain basis for distribution of int.r..t income between housing
progro ms. .
General Fund Investment - . $13~000 .
Present General Fund - $lO4,OOO - 0.125 X 100 - 12.5% of General Fund
-
(0.055 X $13,000 - $715) - hLuu. on General Fund Investment
Other Comment. On Estimate. of Operating Receipts: Give comments on all other significant sources of income which will present a clear
understanding of the LHA". prospective Operating Receipts situation during the RequeSted Budget Vear. for Section 23 Leased housing
explain basis for. estl,mate of utility charges to tenants.
Charges to tenants:
(a) Pest control
(b) Post ,move clean-ups
(c) New keys
Cd) Miscellaneous
$200
200
30
100
$530
.
.
Operating Expenditures
Summary of Stoffing and Salary Data
Complete the summary below on the basis of information shown on form HUD-52566, Schedule of All Positions and Salaries, as follows:
.
Column (4)
Enter the total number of positions d.signated with the corresponding account line symbol as a:hawn in Column (1),
Form HUD-52566.
Enter the number of equivalent full.time positions allocable to HUD-aided housing in management. For example:
An LHA has thr.e uA-NT" positions allocable to such housing at the rote of 80%, 70%, and 50% respectively. Thus,
the equivalent full.time positions is two- (8/10 + 7/10 + 5/10).
Enter the portion of total salary expense shown in Column (5) or Column (6), Form HUD-52566, allocable to HUD-aided
hous ing in management, other than Section 23 Lea.ed hous ing.
EnMr the portion of total salary expense shown in Column (5) or Column (6), Form HUD-S2566, allocable to Section 23
Leased housing in management.
Column (1)
Column (2)
Column (3)
~
The number of equivalent full.time positions and the amount of salary expense for 011 positions designated "M" on Form
HUD..S2566 must be equitably distributed to account lines Ordinary Maintenance and Operation. Labor, Extraordinary
Maintenance Work Projects, and Betterments and Additions Work Projects.
.
Total HUD.Aided Management Program
Number Equivalent Salary Expense
e Account Line of Full-time Other than Section Section 23 Leased
Positions Positions 23 Leased Housing Housing ONLY
(1) (2) (3) (4)
Administration-N,ontechnical Salaries 11 3 2.125 23,770
Administration-Technical Salaries Jj
ary Maintenance & Operation.Labor ~
Utilitles.Labor Jj
Other (Specify) (Legal, etc.) 11
Extraordinary Maintenance Work Projects Y
Betterment. and Additions Work Projects 11
SCarry forward to the appropriate line on HUD-S2564, the amount of salary expense shown in Column (3) on the corresponding line above.
Carry forward to th.-appropriate line on HUD -52574, the aMount of salary expense shown in Column (4) on the correspond ing line above.
Th. amount of salary expense distribut.d to Extraordinary Maintenance Work Projects and to Betterments and Additions Work Projects
i. to be included in the cost of each individual project to be performed by the LHA Staff, as shown on Form HUD-52567.
HUD-52573
qK
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'0'
Exhibit Á
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HUD.S2S73
(Page 3 of 4)
. February 1967
(F ormer Iy PHA.2573)
Operating Budget
Summary of Budget Data and Justifications
. of Local Housing Authority
Santa Ana
Fiscal Year Ending June
Locality
Orange County, California
. 19
75
Op.rating Exp.nditur.s (Continued)
ary of Staffing and Salary Data (continued): Specify all proposed new positions and all present positions to be abolished in the Requested
u geteor. Ite prior UD concurrence in proposed staffing changes or present justification for such changes. Cite prior HUD concurrence
in proposed salary incr.as.s for Administration Staff or give ,justification an~ p.rtinent comparability information. Cit. effective date for cur.
r.nt approved wage rates (Form HUD.52158) and justify all deviations fróm th.se rat.s.
Position
% Time on LRA
Status
Annual Cost
Estant to City Manager
. g Coordinator
unt Clerk
12.5
100
100
Permanent
Permanent
Permanent
City
LRA
LRA
$ 2,400
13,200
8,170
$23,770
.
.
Travel, Publications, Membership Dues and Fe.., T.lephone and Telegraøh~,and Sundry: In addition to "Justification for Travel to Conventions
and Meetings" shown on Form HUD-S2571, give an explanation of substantial Requ.sted Budget Year estimated increas.. over the PUM rate of
expenditures for thes. accounts in the Current Budget Year. Explain basis for allocation of each element of these expenses;.
Thia year's (FY 74-75) budget reflects $1810 reduction from last year's (FY 73-74) budget.
tlllti.s: Give an explanation of substantial Requested Budget Year .stimated increa.es over the PUM rate of expenditures for each utility
service in the Current Budget Year. Describe and state e.timated cost of each element of "Other Utilities Expense."
N/A - Included in building rental
.
8
Ordinary Maintenance & Operation.. Materials: Give an explanation of substantial Requested Budget Year estimated increases over the PUM
rote of expenditure. for materials in the Current Budget Year.
No. Units
Mo. Cost
Per Unit
Cost Per Month
No. Of
Months
Total
lOO
$1. 00
$100
12
$1200
Ordinary Maintenance & Operation. Contract Costs: List each ordinary maintenance and operation service contracted for and give the esti.
mated cost for each. Cite and justify new contract services proposed for the Requested Budget Year. Explain substantial R.qu..ted Budget
Yearincreas.s over the PUM rate of expenditure for Contract Services in the Current Budget Year. If LHA has contract for maintenance of
elevator cCib., give contract cost per cab.
N/A
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.
HUD.S2S73
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Exhibit A
, ..
, .
HUD.52573
JPo.. 4 01 4)
F.bruory 1967
(Form.rly PHA-2573)
Operating Budget
Summary of Budget Data and Justifications
8.- of Locol Hou8ing Authority
Fiscal Vear Endina
June 30,
,1975
Locality
8
Santa Ana
Orange County, California
Operating Expenditures (Continued)
Insurance: Give an explanation of substantial Requested Budget Vear estimated increaus In the PUM rote of expenditures for Insurance over
the Current Budget Vear. Cite changes in coverage, premium rates, etcó
-
*(6.4%)
(.57%)
Medical
Workman's Compensation
(.064 X ';$23,770 =' $1520
(.OO~7 X $23,770= $ 110
$1(i30
*Kedical coverage increased by City:
now includes dependents
Employe. BenefitContributians: List all Employee Benefit plans participated in. Give justification for all plans to be institufed in the Re.
quested Budget Vear for which prior HUD concurrence has not been given.
.
:,.
Retirement System
.12 X $23,77Q ~ $2S50
'-~
Collection Loues: State the number of tenants -accounts receivable to be written off and the number and totol amount of all accounts receivabl.
for both pr...nt and vacated tenants as of the month in which the estimate was computed.
No. Accts. to be
written off
. ",ACBOunts
~ceivable - Tenants
Est. Collection
Losse8 FY 73-74
Est. Collection
Losses FY 74-75
..
4
8
$600
$1200
ExtraordinGf Maintenance, Replacement- of Equipment, and Ben"'lMnt. and Additions: Cite prior HUD approval. or give justification for each
nonroutlne war profect Inc u e in t e equested u get on or t ose or uture year. which make up the estimate on Form HUD-52570.
.tlffing, Information incorporated on or attached to Form HUD-52567 need not be repeated here. .
Betterments
¡'
8
Filing Cabinet (1) .. $100
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HUD.52573
GPO 89.(.798
Lt"'^