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Home My WebLink About1974-02 HA c , - . . RESOLUTION NO. 74-2 . . A RESOLUTION OF THE HOUSING AUTHORITY OF THE CITY OF SANTA ANA ADOPTING REVISED BUDGET FOR PROJECT CAL 93-1 OF THE HOUSING AUTHORITY OF THE CITY OF SANTA ANA FOR FISCAL YEAR ENDING JUNE 30, 1975 WHEREAS, the Budget for Project been passed by the Housing Authority in Resolution No. 74-1, and Cal 93-1 has previously on April 15, 1974, r WHEREAS, it has become necessary to amend the Budget of the Housing Authority. NOW, THEREFORE, BE IT RESOLVED BY THE HOUSING AUTHORITY OF THE CITY OF SANTA ANA: That the revised budget, as reflected by Exhibit A attached hereto, and incorporated herein by reference, be approved and submitted to the Department of Housing and Urban Development with approval recommended, and . . BE IT FURTHER RESOLVED that the Revised Budget be posted to the books of account and filed in the office of the Authority. PASSED AND ADOPTED this the following roll call vote: 20 day of May, 1974, by g AYES, Commissioner: Griset, Evans, Garthe, Yamamoto, Patterson, Ward None NOES, Commissioner: ABSENT, Commissioner: Markel ATTEST: . . . ~e@A- I HEREBY CERTIFY that the foregoing Resolution was duly and regularly passed and adopted at the Regular Meeting of the Housing Authority of the City of Santa Ana held this 20 day of May, 1974. ~ Secretary . - 11/1 .. - "".," t. t ¡.- -, :UD-52564 January 1972 L.OCA L.ITY: EXHIBIT A Form Approved .- OMB No. 63-R0808 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOAMENT TYPE OF HUD-ASSISTED PROJECT(S): LOW-RENT HOUSING PROGRAM LHA-Owned Rental Housing. . . . . . . . . . . . .. D OPERATING BUDGET LHA-L.os.~ Housing-Section 23 ~. . . . , ~ LHA-Owned-Hameawnership. . . . . . . . . . . .. D LHA-Leased-Homeownership. . . . . . . . . . . . . D LHA-Conveyed Project-Administration Contract. D CONTRACT NO.(S}: SF-460 Page 1 at 2 For Fiscal Year Ending ~ ORIGINAL June 30, 19~ D REVISION NO. L.OCA L. AUTHORITY: City of Santa Ana Housing Authority PROJEC T NO.(S): County of Orange State of California CAL 93- NO. OF D.U. NO. OF UNIT MONTHS OF A V A I L.A B I L IT Y: 1200 100 HUD REGIONA L OFFICE: HUD AREA OFFICE: REQUESTED BUDGET ESTIMATES San Francisco, Ca. ACTUALS ESTlfoAAT LAST OR FISCAL ACTUAL YEAR CURREN BUDGET YEAR 19~ PUM 131 PUM 161 '1"oNellrest $10; (7 2500 Wilshire Blvd. tllrs Angeles, Ca. 90057 LINE-NO. 001 002 003 4 020 030 040 050 060 090 210 220 23j 290 420 430 450 460 490 510 520 530 540 550 560 590 LHA ESTIMATES HUD MODIFICATIONS AMOUNT AMOUNT "", %.. ¡:.. ",,- ",W wU ..W 0'" '" Homebuy.rs Monthly Payments For: Operating Expenses Earned Home Payments Account Nonroutine Maintenance Reserve Total Break-Even Amount (Sum 01 Llneø 001, 002,.. 003 Excess ( or Deficit) in Break-Even Amount Homebuyers Monthly Payments (Contra) OPERA TlNG RECEIPTS, Dwelling Rentals Excess Utilities Nondwelling Rentals .Total Rental Income Interest on General Fund Investments Oth.r Operating Receipts TOTAL OPERATING RECEIPTS EXCLUDING HUO CONTRIB. OPERATING EXPENOITURES, AOMINISTRA TlON, 19- PUM (2) PUM 141 (ToNearest Ita Is) 89 280 74.4 89 280 74.4 720 .6 30 .4 . 5 23.29 19.81 23 770 8.22 8.29 9 950 7.0 8 450 31.51 28.10 33 720 26.8 32 220 Salaries Administration Expenses Other Than Salaries Total Administration Expenses TENANT SERVIC6S, Salaries Recreation, Publications and Other Services Contract Costs - Training and Other Total Tenant Services Expenses UTILITIES, tð Labor i Utilities ~ Total Utilities Expenses ¡;¡ w OÌlDINARYMAINTENANCE ANO OPERATION: ~. Z Labor .- M.~ Materials .. . ..,..::» Contract Costs ! 0 Totol Ordinary Maintenance and Operation Expenses ~ '" PROTECTIVE SERVICES, = Lobar .. 0 Moteriols Contract Costs Total Protective Services Expenses GENERAL EXPENSE~. Insurance Payments in Lieu of Taxes Terminal Leave Payments Employee Benefit Contributions Collection Losses Other Genera I Expenses Total General Expenses .13 150 1.25 1.25 .75 1.00 900 1 200 2.50 1.75 2 100 0 .79 1_36 1 630 33.45 40 150 41 650 TOTAL ROUTINE EXPENSES 'RENTS TO OWNERS OF LEASEO OWELLlNGS TOTAL OPERATING EXPENSES NONROUTINE EXPENOITURES, w % ¡: ::> 0 '" % 0 % . 3 5 . , 500 .42 Extraordinar Maintenance R. 'acement of E ui ment Betterments and Additions Other Nonroutine Ex nditures TOTAL NONROUTINE EXPENOITURES tift HUO-S2564 HUD-52564 January 1972 U.S. DEPARJ"MENT OF HOUSING AND URBAN DEVELOPMENT LOW-RENT HOUSING PROGRAM OPERATING BUDGET Far Fiscal Year' Ending June 30, . . -\ .. ""' . . . Page 2 af 2 NAME OF LOCAL AUTHORITY: Santa Ana 19~ LOCA LITY; 00 ORIGINAL D REVISION NO. Orange County, California SF-460 ACTUALS TIMA TES REQUESTED BUDGET ESTIMATES LAST OR FISCAL ACTUAL YEAR CURREN LHA ESTIMATES HUD MODIFICATIONS BUDGET YEAR AMOUNT AMOUNT 19 - 19- PUM PUM PUM (ToNe.arest$10) PUM (ToNearesf$10 :JECT NO,tS): CAL 93-1 TYPE OF HUD-ASSISTED PROJECT(S): LHA.Owned.Rental Housing D LHA.Leosed.Section 23 D¥Øt) ~ D LHA.Leosed.Homeownership D LHA.Conveyed Project Administration Confroct [J L L HA.Owned. Homeowners hip 171 810 820 830 890 900 910 940 950 960 970 980 990 04 07 08 09 10 NO. 111 121 131 141 151 161 OTHER EXPENDITURES, Prior Year Ad.ustments Other Deductions Total Other Expenditures TOTAL OPERATING EXPENDITURES RESIDUAL RECEIPTS (OR DEFICIT) BEFORE HUD CONTRIBU- TIONS AND PROVISION FOR OPERATING RESERVE, Basic Annual Contribution (Leased Project) RESIDUAL REtEIPTS (OR DEFICIT) BEFORE OTHER HUD CON. TRIBUTIONS AND PROVISION FOR OPERATING RESERVE, OTHER HUD CONTRIBUTIONS Operating Subsidy Special Family Subsidy 16,120 14.68 Totol Other HUD Contributions Residual Receipts (or Deficit) before Reserve Provision for Operating Reserve Residual Receipts (or Deficit) 14. 9.65 OPERATING RESERVES FOR A CONTRACT OR PROJECT Part I - Maximum Operating Reserve - End of Current Budget Year SECTION A - LHA.OWNED RENTAL HOUSING $ One.ha If (50%) of Line 600 - Column 5 - Form HUD-52564 for a Contract SECTION B - LHA.LEASED HOUSING - SECTION 23 OR lD(C) $ One-half (50%) of Line 600 - Column 5 - Form HUD-52564 for a Project SECTION C - LHA.OWNED OR LEASED HOUSING. HOMEOWNERSHIP 20,075 One.half (50%) of Line 600-Col..,mn 5- Form HUD-52564 for a Pro'ect One-third (33-1/3%) of Line 004 - Column 5- Form HUD-52564 for a Proiect T ota I (Sum of Lines 03 and 04) Part II - Provision for and Estimated or Actual Operating Reserves at Year End Reserve at End of Previous Fiscal Year - Actual $ -0- 14,040 14,040 6,035 20,075 Provision for Reserve - Current Budget Year - Estimated or Actual Reserve at End of Current Budget Year- Estimated or Actual Provision for Reserve - Requested Budget Vear- Estimated Reserve at End of Requested Budget Year - Estimated APPROVAL: (Name .and Title) (Signature) (Date) AREA OFFICE APPROVAL (Name and Title) (Date) (SiQnsture) J+f1 . ? ..... " ,..." .. n." -J' .~ INSTRUCTIONS FOR PREPARING FORM HUD-52564 - OPERATING BUDGET . . . . Use this form for preparing the "Operating Budget" for BUD-Assisted low-rent housing in management. The budget(s) for LHA-OwDed Rental Housing (including'Conveyed) Projects in management shall not be combined with the budget(s} for (1) a LHA-Leascd Housing Project - Section 23 or W(e), (2) a LHA-Owned Homeownership Project, (3) a LHA-Leased lIome- ownership Project, or (4) a Conveyed Project under an Administration ,Contract. A separate Form HUD-52564 must be prepared for each project of the type referred to in 0>. (2). (3) and (4) above. . .~. If a Local Authority (LHA) has more than one Annual Contributions Contract, eách of which jncludes LHA-Owned rental housing (including conveyed) projects in management, the LHA may elect to budget for such projects by individual Annual Con~ trihutions 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 und'er all Annual Contributions Contracts administered by the LHA. If budgeting is on a consolidated basis, the Summar.y Form HUD- 52564 is subject to nu D approval and constitutes the base for the limitations on expenditures oullined in the Low-Rent Finan- cial Management Handbook HM 7475.1. If budgeting is by individual Annual Contributions Contract, the Summary Form HUD- 52564 is for informational purposes only, and will not be subject to HUD approval; the base for the limitations on expenditures will be by the Form HUD-52564 prepared for each individuál Annual Contributions Contract. . ~ Each of the individual forms HUD-52564 for each Contract, or for each Project type, is subject to HUD approval since they constitute the base for calculating Operating Reserves and HUD Contributions, and will show the maximlJm operating reserve approved for the Contract or Project type. 1. General. See HM 7510.1 for description of accounts. Refer to "Special1nstructions" below for budget revisions. 2. Heading: 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 duri1J,g the requested .budget year. e. 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.) r. No. of Unit Months o-f 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. (Count all fractions of months as whole months.) 3, Enter appro.priate year in applicable Column lIeadings: column. 4. Column (2): Obtain actual P.U.M. amounts from the State.. . ment{s) of Operating Receipts and Expenditures (Form RUD- . 52599) for the year preceding the current budget year, or from the latest approved budget revision for the current budget year. 5. Column (3): Obtain the estimated amounts from the latest approved budget(s) or budget revision{s) for the current bud- get year. 6, Coll8llns (4) and (5): a. General U) 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 figure in Column (5) by the No. of Unit Months of Availability in the heading. b. Lines 530 and 810: Use these Jines, if applicable, only in connection with budget revisions. c. Line 560: Use this Jine, if applicable, for showing esti.. maled mterest 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 Rousing (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: 7. (}) See instructions for Lines 930, 940, and 950 above. (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 bud~et year. Colmnns (6) and (7): Leave blank. If HUD modifies the . LHA estimates as a condition of approval, HUD will complete tbese columns and return a copy to tbe 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 "Other 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 tbe re- quested budget year. d. Columns (4) 'and (5): Enter on each line not changed, the. P.U.M. and dollar amo.UDts from the last previously ap- proved budget{s) or budget revision{s). Enter new P.U.M. 8 and dollar amounts for each line changed. L Geoeral. OPERATING RESERVES 8. Operating reserves are calculated by individual Annual Contributions Contract except that the operating reserves for (1) LHA- Leased Housing Projects - Section 23 or 10(c), (2) LHA-<>wned Homeowner-ship Projects and (3) LHA..Leased HomeownerShiPa Projects must be separately calculated and reported by project type. (Additionally, if the LOA operates Conveyed Projects un separate Ad:ninistrat~on Contracts, the reserves for such projects must be separately calculated and reported.. The computation of the maximum operating reserve for such projects is the same a8 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 of the last previous Hscal 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 all 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. if revised budget. b. Enter negative balance in pøre~theses. (The negative balance may not ex~~ed the amount on line 06.) 4. Line 8: 5. 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 parentheses. (The negative balance may not exceed the amount on line 08.) 6. Line to: Enter sum of Lines 08 and 09. y:¡ u.s. GOVERNMENT PRINTING OFFICE: 1972 794-549/846