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HomeMy WebLinkAbout970542.tiffRESOLUTION RE: APPROVE 1996 YEAR END SECTION 8 SETTLEMENT REPORT TO HUD AND AUTHORIZE CHAIR TO SIGN WHEREAS, the Board of County Commissioners of Weld County, Colorado, pursuant to Colorado statute and the Weld County Home Rule Charter, is vested with the authority of administering the affairs of Weld County, Colorado, and WHEREAS, the Board has been presented with the 1996 Year End Section 8 Settlement Report to be submitted to the U. S. Department of Housing and Urban Development, by and through the Board of County Commissioners of Weld County, on behalf of the Weld County Housing Authority, and WHEREAS, after review, the Board deems it advisable to approve said report, a copy of which is attached hereto and incorporated herein by reference. NOW, THEREFORE, BE IT RESOLVED by the Board of County Commissioners of Weld County, Colorado, ex -officio Housing Authority Board, that the 1996 Year End Section 8 Settlement Report to be submitted to the U. S. Department of Housing and Urban Development, by and through the Board of County Commissioners of Weld County, on behalf of the Weld County Housing Authority be, and hereby is, approved. BE IT FURTHER RESOLVED by the Board that the Chair be, and hereby is, authorized to sign said report. The above and foregoing Resolution was, on motion duly made and seconded, adopted by the following vote on the 24th day of March, A.D., 1996. ATTEST: Weld County Cle BY: Deputy Clerk to th eC : N,9; HULJ BOARD OF COUNTY COMMISSIONERS WELD UNTY, COL�O t George E Baxter, Chair J ce L. Harbert, Dale K. Hall ro-Tem Barbara J. Kirkmeyer EXCUSED W. H. Webster 970542 HA0017 E m a O a` m c E oc • E u ca E s m • • 0 E < e o.•a oJ„ Cj O 0 O J i S N C 0 y C 0 U W C C < .. 0 Co ''tU^ �V/ Ca a L C V 0 0. -C He U PC > aj 0 0 0 0 N O 0 0 0" 0 0 cr. 4.1 or, C 0 • x E U :0 N 0 O 2 oi Y 0 2 0 E P 0 m C 0 O t a < n • g c • • - E C O V - 2 2 c m • 2 t0 Y • O = OF WELD COUNTY en 0 0 O a0 r 0 F' V. O o 0 6 0 6 e x - c H ,4E F fil O O• c4 a O C 3 3£ a 0 CO 3 F 1 E 2 0 7 J I e F using Cent?kale, 0 C 0 O a C 0 m c 0 • C 0 3 G O U m c C 0 a m n E c 0 0 m O 0 0 0 D C n n E O ac > E To •0 E C� 0 E -> it • 0 �J 0 0 T a U c; 0 0 0 • y ; 07, C 00 0 • 0 ▪ IS. U 0 — • 0 0 COIL ▪ p N• O • O O y m 0 C • = O0 = 0.0 mmrr E C% E O w V O z O > > o c 0 o m 0 a a U ac U t• r,a>°>° O J DO D_N m¢ C C O Cl m C C c E` ca ooem M a ND_ QC O_ OOoo co c Erj •�i° Er.. mo un.,ri C JU •O J' OT a Ea •m E. c3 c E 00 c Co (nnr'Jr E • la no i. Um Nf0VNN f r ▪ r E • 0 V 0 m •- - • Sr • cc • 0 • ao _ S c 0 U • A Q C 0 V 0- C 0 0 C 0 0V) 0 CC o N 0 3 Qa s 0 0 ions Are Obsolete a_ I I 2 a ai 1 l' F Is I & \\ �6 o ^ O\ 679,724 1 CO CO CI N (77,572) 679,724 an M CO ..1' V n .-i cm Al AD C 0 I a i; i w.... i` i \\*\\\: I s p. I ≤ \ \ u ons valleble 31 Project Account Balance (Amount by which Line 16 exceeds Line 30) 32 Deficit (Amount by which Line 30 exceeds Line 16) 33 Provision for Project Account a) Increase (Amount by which Line 31 exceeds Line 15.) h) Decrease (Amount by which Line 15 exceeds Line 31) Year End Settlement 34 Annual Contributions Due for Fiscal Year (Line 31 minus 32) 35 Total Partial Payments Approved by HUD for Fiscal Year 36 Underpayment due PHA (Amount by which Line 34 exceeds Line 35) 37 Overpayment due HUD (Amount by which Line 35 exceeds Line 34) Part II. Operating Receipts 23 Actual Preliminary Administrative and General Expense Attributable to Carryover from z4 FY ending: I I I! I I I P ua raiiiiiii ;coy Non•Expendable Equipment Expense 2c Actual P II I re m nary 28 Project Receipts Other Than Annual Contd. buttons (3610, 3690, 7530 and Section 23 Security and Utility Deposits Repaid) 29 Ongoing Administrative Fee Reduction 30 Total Annual Contributions Required (Lines 26 plus 27 minus 28 minus 29, If applicable) kV Balance of Annual Contrl0 tl A } en P N O en N uy C\ 1/40 oin 2 AO AO n mu Q m 2 O C C 0 E `m n Eo. 6 'c "3 "t c o w o C m 2 J J O LL O t m m C 5 c v C x m C < m x J c m m O E o a m m c C j O CoU 0 c m C C C m Q Q Q To C C Of 0 IN fl n a a v < 970542 0 N 0 la d ado 0 0 • x. I' Zs - 1 _ i 1e F OA t l •O CO.--i • 1I"1 0 N N %O � n O O1 Cl N1/40 . 0 uoL y 4 n D J • • O . N .-r .ti O .ti r-- el q Voucher. Only) PHA F.. le "Pu PHA Actual, (Hogan Horsing P.rrn.nl. (0) 45 4715 Housing Assistance Payments 46 Independent Public Accountant Costs (Section 8 Only) Onnalnn AA...t.d..... .... it 1, m -< r3�S": - r \ in 0 a 0 D0 o 0 .' v 0— .n 0 r. O¢ 1A a r� c• m c J wI m V0 C C n x W 0 z : E 1 q o 1 0 d Y n a N Y Mupany betterments and Additions -- 4430 ounary Aommistrarve Expense - bb }540 ..vv maintenance ana uperatlon (Non -Expendable Equipment) b/ C 0_ C i 0 a I 0 s i 'II 7 V r • D• A Y a• .aw I Leave rayments c D j C p c 0 0 D. ( 0, 2' , u( 'E r: 00 nit a .aw viper uenerai txpense an Tnlai enrnini.i.wn... a — c 0 o C 1 C 3 O D g i - • 1 4 • u E \ I CS ✓r --r.,,.. tnu.cn ouppontng uocumentatlon 61 4012/4110 Administrative Salaries h c 0 J n- .Qi �avaa0 r r 0 Co a n m U. a E o U < {., P. 4. s t .n 0 ¢ o J O ( F Y a: \ 0\ 4a,2/•r520 nepiacement of Non -Expendable Equipment .' .• WV la r a,u rropeny betterments and Additions a c 0 m' a t" i t o. J o f - Y $ i 0 a D\ 3 401745;0 Employee benefit Contributions • uu,w maintenance and Operation (Non -Expendable Equipment)} a eoueinanl ml C.n, n• aT reurninary Expense (Lines 81 through 71) otal Operating Expenanures (Total of Lines 45, 48, 80, 72) briar `Gt• ._. n.y..nn.nt. 74 Affecting Residual Receipts (or Deficit) - for Debit (Credit) 7b T • a : u,a, WWII -Wing expenses (Lines 73 and 74) - C vP v •o net income (or Deficit) before Provision for Operating Reserve (Line 44 minus Line 75) 0 O a 970542 I ai • . • • a • 0 O < L n o o 0 0 > Cco ° - D q U m L .2 0T' 0° U 0 . C • ¢LLJ m C O o 0 p>actsa C 0& 6 O 0 C 0 0 L g_� s ma N . 0 N .off J N m10 N O 0 C A IL g 0 f3 O i T r52 _ a 3C4Q lot& .0=0 0 floc fl V C j--.0 w ` 04,m7 o CS • s N J w to a 8.1 -° TO a < no a C at C O cc N2 mN H a O as 5. O c °CJ == JE • Na NO O0 of Ca qJ o 0 mLL a a c ° _p0= q L J 0 ow. a 000 CVO 0 0 00- 0.= <an A a A O co,m J - 0 C p J go 0J of me a- 5t4 - 0 0 00 O 0> N< Co en co en N n1 '-i M Co N en rl d en ko M 1O N -t 0 co • L • Cr O C a a • am O T < a 0 8 >- 0 LL O O O m C 0 ✓ q C o m a O m O 0 ° C Nm °CC o .E00— 00� Z U N O W' —0 M 0f0mad a N NN O pNNN 0 C 0 C 0 O: O 3 A a L 0 0 O Q C A a O o `o a` t O 3 ° L > 2 U 0 < .o 0 m 00 C J aj O cC q of E a^ Oe U Ow -0 C 0 C - ZJ Z` G S 0 0 LL pc 0 a E 2 LL li 20 00 a oc J 0 2 q m A u - 0E ES O 4a o c Z F N N e 0 N U • • C r - Q C V c J 0 83. a0 `o m o0 o w 28 a< c gm ` — V a O>n o m 0 0: cm w E c C i a J J 4a 0 c C 00 t o ° as r r Cr' T T cC O _° On a — a c 0 o J wE _g, E =Oe- 8 O Co 00 C ao OC a o c cc -i m J } O Er mA m2 cg a U LL C E o Zq J o L E a C O a m o 0J aJ cc t. c° o wE o- oc E CO C 0 um mE -'12 s. < Ow6. ii .gg Ow 21 oW J 0— 1 A .+ a O O N Ea 0if ▪ C co A q N t o 0 ° L a C ooO — >0 aJ cg A 30 O3 S Or• e qto 3a UU 27.00 • S U Vvo O o O 0o ° Ect > T— 0 • <o o a° co 0 2 ° r q W TZ qD 0 < ° 0.15 D C O a w ac J 0° O 00 0 SCo L 0 0 -383 0 mL! O ° c V0 ✓ E A E U C O U � C `D T- L Z c • q 60 o..o c Ev° m 0 oaE = c T iota • o 0:! C-- Sm a > • c c 000 amp 2 ° c L T i A • 0 c p V O o C J on a ta o o— ° o o ° 0 U .• .z C q J .• Sq L 7 =TGc 841° m of .0> _ A Z V L • o — U ° — Q('1 S a a a M O Oa .. Oa ay i Li- w SC Ez M t Y a Y s E d N HOUSING AUTHORITY OF WELD COUNTY ca tZ 2 ea ≥ a q 0 0 7.5° O a c Ow C• a —c DE ° O • 2 ->a Em A — 0 L O V • c co '6 c I mo0 - LL c � ° L -o° -970542 a 0 U N 0. Balance Sheet for Section 8 and Public Housing See instructions on the reverse of page 3 r Pun& Housing Agency (Name .rte Address, HOUSING AUTHORITY OF WELD COUNTY P.O. BOX A GREELEY, COLORADO Assets Cash U.S. Department of. Housing and Urban Development Low -Income Housing Program sir OMB No 2577- 0067 lexp 7;31186) C099 -E090-002-007 , 3..nnua contributions contras Numbw DEN -2392 5 1111.1 General Fund (Development and/or Operation) 21 569.72 6 1111.2 General Fund (Unapplied Debt Service Funds) 7 1111.3 General Fund (Modernization) 8 1114 Security Deposit Fund 9 1117 Petty Cash Fund 10 1118 Change Fund Accounts Receivable 11 1122 Tenants 12 1124 Homebuyers 13 1125 HUD 14 1127 Advances for Security and Utility Deposits 15 1129 Other 16 1130 Notes and Mortgages Receivable 17 1145 Accrued Interest Receivable Advances 18 1155 Limited Revolving Fund 19 1156 Unlimited Revolving Fund 20 1157 Other 21 Investments 1162 General Fund 22 1163 Homeownership Reserve Funds Debt Amortization Funds 23 1171 Debt Service Fund 24 1172 Advance Amortization Fund 25 1173 Investments 26 1174 Accrued Interest Receivable — Investments 27 76 HUD Annual Contributions Receivable 28 1177 Deposits with HUD 29 Deferred Charges 1211 Prepaid Insurance 30 1212 Insurance Deposits 31 1255 Maintenance Work in Process 32 1260 Inventories (Materials) 33 1270 Inventories (Equipment) 34 1290 Other 4. Period Ended 12/31/96 612.36 612.36 107,508.14 107.508 Land. Structures and Equipment 35 1400.2 Development Cost 36 1400.3 Less: Development Cost Contra 37 1400.4 Land, Structures and Equipment 38 1510 Payments for Off -Site Utilities 39 1620 Undistributed Debits — Ineligible Expenditures Bid Guaranties 40 1820 Undeposited Bid Guaranties 41 1830 Less. Returnable Bid Guaranties — Contra Advances for Debt Amortization 42 1860 Advances from General Fund to Debt Service Fund 43 1870 Less. Refunds Due General Fund from Debt Service Fund 44 Total Assets 43,09/ 14 21.946.81 21.94681 { �'"aw-4',`=Y��,�WU � ^.i 1Q6711, (13 1. The General Fund includes S representing proceeds from disposition of property reserved 'a replacemer of equipment or for such other purposes as provided in the annual contributions or aom nislrabon eomracl NOTE Accrued annual leave of employees at the end of fiscal year $ Previous Editions Are Obsolete Page 1 cf 3 iB 7-20 HL0-575`.)5 12-6`_: HE 7.2 970 512 N.m. et Public Noua...a r.gencf HOUSING AUTHORITY OF WELD COUNTY I convlgalon, canoed Ne- DEN —2392 P«led Ended 12/31/96 Liabilities Accounts Payable 45 2: t1 Vendors and Contractors 46 2112 Contract Retentions 47 211,1 Performance Deposits 48 2114 Tenants Security Deposits 49 2118 HUD (Accounts 2116.1. 21183. & 21:8.61 50 Other (Accounts 2:15. 2117. & 2119) Notes Payable 51 2122 Protect Loan Notes (HUD) 52 2123 Administrative Notes (HUD) 53 2126 Protect Notes INon4HUDI 54 2129 Sundry Notes 55 2131.1 Accrued Liabilities Interest Payable —'Development Notes and Bones THUD) �"''.�yay- 56 2131.2 Interest Payable — Administrative Notes (HUD).^'' 57 2131.3 Interest Payable — Other Notes — Deferred Payment (HUD) 58 2132 Interest Payable — Notes (Non -HUD) 59 2133 Interest Payable — Bonds (Non -HUD) 60 2137 Payments in Lieu of Taxes 228' . 83 61 Other (Accounts 2134, 2135. 2136. & 2139) 2 *9 8 62 2161 Trust and Deposit Liabilities Homebuyers Ownership Reserve =a -ft max• 3ti+T ci'. _ ., Fn? 63 2162 Homebuyers Non -Routine Maintenance Reserve 64 2165 Mortgagors Taxes and Insurance s' 'w .,�.,c� 65 2166 Mortgagors Maintenance Reserve 66 2168 Annual Contributions for Security and Utility Deposit Funds Provided 67 2210 Deferred Credits Prepaid Annual Contribution ,'�'� -q. yam. `"-"z � �T-.,.-:-.C 'r 68 2240 Tenants hily Rents hr `ax Err 31,106 69 1 2241 Prepaid Monthly Payments (Homebuyers) 70 2250.1 Investment Income — Homebuyers Ownership Reserve (Unapplieo) t �x §yT:45- x <F 71 2250.2 Investment Income — Homebuyers Ownership Reserve (Applied)72 225 2251.1 Investment Income — Homebuyers Non- Routine Maintenance Reserve (Unapplieo) e 73 2251.2 Investment Income — Homebuyers Non - Routine Maintenance Reserve (Applied) ( 74 2290 Other 31,106 Fixed Liabilities 75 2311 Permanent Notes (HUD) 76 2312 Permanent Notes (F. (FEB) 77 2321 Series 'A' Notes and Bonds Issued 78 2322 Series A' Notes and Bonds Retired 79 2331 Series '8' Notes and Bonds Issued 80 2332 Series 'B' Notes and Bonds Retired 81 2341 New Housing Agency Bonds Issued 82 2342 New Housing Agency Bonds Retired 83 2351 Other Notes Payable to HUD (Deterred) Contract Awards 84 1610 Contract Awards — Contra 85 1800 Less. Uncompleted Contracts 86 Total Liabilities L - Pace 2 of 3 99,963 HUD -52595 (2-851 970512 .mi Conc:but•ona Contract No- rOUSING AUTHORITY OF WELD COUNTY DEN - 2392 PeriodEndo( 12/31/96 Total Liabilities (Item 86 on page 2) Surplus 87 2810 Unreserved Surplus 88 2820 Operating Reserve (Locally Ownea Prol) 89 2821 Operating Reserve (Leased P'ojects) 90 2823 Operating Reserve (Home Ownership Protects) 91 2824 Operating Reserve (Section 23 NAP Projects) 92 2825 Contingency Reserve (Unfunded Sec,tnn 23 HAP Projects) 93 2826 Operating Reserve (Section 8 : HAP Protects) 68,642 94 282E 1 Operating Reserve (Housing Voucher Projects) 95 2827 Protect Account (Unfunded 5ecnon 8 HAP Projects) 96 2827 1 Project Subsidy Account (Untunned- Hocc.ng Voucher Program) 28272 Project Fee Account (Unfunded Housing Voucher Program) 97 Total Surplus from Operations 98 2840 Cumulative HUD Annual Contnbunons 99 2850 Cumulative Donations 100 2855 Cumulative Proceeds from Sale of Dwellings 101 2856 Cumulative Contributions by Homebuyers for Property 102 2860 Book Value of Projects Conveyed oy HUD 103 2870 Less: Contract Payments to HUD 104 2880 Deveioprnent Cost (Undeveloped Protec;si I( 105 2890 Book Value of Capital Assets Conveyed to Homebuyers )( 106 Total Surplus and Liabilities 612,388 Person Pronoun° boom ts nu.. and Ono Person . (7,253 164,510 99.963 64.547_ 0 born manna.. art and Dam eorge'E. Baxter, Chair Weld County Board of Commissioners (03/24/97) Page 3 of 3 HUD -52595 (2-85) 970542 rg m P O 0- c p c E �. C 0• a =E u c 00 € 0 •• •, CC < c 6• O • a c Oj vim, O 6 w 2 N C O .n 4C O U 0 C C Q N O 0 E y > U) cs a ` w O � N m t a C O P.O >15 O x m • q o N t N i 61 Z 0 m C 0 U 0n 0 0 I Y F O • R f0 Y O 0 zz 0 0 ca W 0 0 H m 0 EA Z d 0 % ^ 0 0 >+ H [n Z W oO n xwc� Housing Program Typa (Mara anal 0 12 F a E 2 C U O !O co co 0 n 0 L F C ({ 0 9 0 c 0 J b 0 0 ≤ € a' Q 0 E C > qF >o ₹ 0 0 L ❑ 5 C • C O C Y O C o U C F E F • L O ®c 0 J 3 0 • 0 • a C. U II T ❑ m CO m 0 L 0 o C a O L • L i J 0 0 O m 0 Q T 1 dp a p 04 r. . o` S 3 w I! ).\G \ 3 ≤ le. 602,152 602,152 O .O a, co O 1,292,112 rn 'o 1+1 o '0 O co O en F- 0 a, 855 PHA Actual. (Housing vouch«, Only) I a. u ActualderalPreliminary Administrative //-- i General Expense '///// Rrevious Editions Mn Ohsnl wtn E• a . N I it s 1 I 662,362 OO M O 00 135 0 O 0 Part I. Request for Payment Maximum Annual Contributions Available 12 Maximum Annual Contributions Commitment (per ACC) 14 Prorate Maximum Annual Contributions Appli- cable to a Period in Excess of Twelve Months 14 Maximum Annual Contribution for Fiscal Year (Lines 12 and 13) is Contingenceserve, Project Account or Subsidy or Fee Reserve 2825 Section 23 Projects 2827 Section 8 Projects 2827.1 Housing Voucher Subsidy 2827.2 Housing Voucher Fees 1e iota) Annual Contributions Available Annual contributions Required 17 4715 Housing Assistance Payments • 1e Security ano utility Deposit Fund (Section 23 Only) 1a Ongoing Administrative Fees Earned Lu Haru•to•House Fees Earned (Existing and Housing Vouchers Only) d Actual independent Public Accountant Audit Costs *Jr r NJ.....” -1,2 I a_ 1 o.1. I 1 2 is r\\„\\\\ xx ,.:\ MIA Actual, Total 1A1 679.724 _s N r•-. ON N. co co n, a N N (77,572) A N n O, n CV, M CO -"S r . .-I . In 1/4O ) IMA Actual, aleu,lrq Voucher, omit a 37 Overpayment cue HUD (Amount by which Line 35 exceeds Line 34) Part II. Operating Receipts s p I IN Balance of Annuai contributions Available 31 Project Account Balance (Amount by which Line 18 exceeds Line 30) 32 winch (Amount by which Line 30 exceeds Line 16) 33 Provision for Project Account a) Increase (Amount by which Line 31 exceeds Line 15.) b) Decrease (Amount by which Line 15 exceeds Line 31) Year COO Sattlemant 34 Annual Contributions Due for Fiscal Year (Line 31 minus 32) 35 Total rental Payments Approved by HUD for Fiscal Year 3e Underpayment cue PHA (Amount by which Line 34 exceeds Line 35) x4 Actual Preliminary Administrative and General Expense Attributable to Carryover from FY ending: 24 Actual Preliminary Non -Expendable Equipment Expense 25 Actual Preliminary Non -Expendable Expense Attributable to Carryover from FY ending: I l i l i 28 Total 0f Funds Required (Lines 17 through 25) zt Dellcit at End of Preceding Fiscal Year 28 Project Receipts Other Than Annual Contri- but ons (3810, 3690, 7530 and Section 23 Security and Utility Deposits Repaid) 29 Ongoing Administrative Fee Reduction 30 Total Annual Contributions Required (Lines 26 plus 27 minus 28 minus 29, If applicable) N n U' e en O � o sO a C ¢ 0 E n C O 0 C c E 0 O a a s . _ Q v m C ¢ c Ill m p o ('L m C m c O cA o $ a Octa n m x m ¢ O c C J c m o 0 G O O O O a o a E E s m c c E E o n m E o v c c W W o _ c W W O g 0 0 n m5 c V N n _6. n m m q I t O m c sisi O ¢ o c m O < ¢ 5Io$9 El c --Ti' X ' �i esa4S o 10- 0 101 Cat. a a a- e 97057? Le 0 1 i is I. c a : \- \ \N -W,N, 855 N 2396.07 d 51.797.70 147.201.12 d 78 Net income Line before Provision for Operating Reserve%f(Line minus Line 75) (63,741) I O+ N 1/4O OI CO IL OP O ,B O r Lr V 3 IO ., .-4 O Ol Orn n ,r Ir LC S Vl �p — .--i N n N r r D 1/l f1/4 a If r 1f r i zj r_ is Ne 2 < Zs g` Kk . , \ Dart Ill. Operating Expenditures is 4715 Housing Assistance Payments ea Independent Public Accountant Costs (Section 8 Only) Ongoing Adminlstrauve Expense 47 4110 Administrative Salaries 95 4130 Legal Expense 4e 4150 Travel oz tutu nepiacement 01 Non -Expendable Equipment D4 7540 Property Betterments and Additions OD 44W maintenance and operation (Non -Expendable Equipment) or ,04^ 'emlme' Leave payments Or 40W vmer uenerai txpense 60 Total Administrative Expense (Lines 47 through 59) preliminary Expense (ANach Supporting Documentation 61 4012/4110 Administrative Salaries 62 4012/4130 Legal txpense c0 9u la CCU neplacement or Non -Expendable Equipment a7 4012!7540 Property Betterments and Additions 6a 4012/41 g0 SundryAdministrativeExpense .0 cutunfw maintenance and operation (Non -Expendable Equipment)I IC I oral rrenminary txpense (Lines 61 through 71) n num rear w ufustments 74 Affecting Residual Receipts (or Deficit) - for Debit (Credit) 75 Total Operating expenses (Lines 73 and 74) S m Y Y 0 0 C C. 0 0 C J 0 0 c, 0 c O J D L' O o 0 y o E 8 uS o ≥ - . C E J a E O J _ C! n O o 0 0 LL P C 0 I 0 0 0 Ep U = `m C o b m O 0 m c m m o c 0 mC O 0 y x c¢ ( I0i . m l o' E D al O i V O 1 O n c 1• o f o 3 0 m 4 0 o n i P Y Y[ .. P[ J �0C 8f -C n I tf li I - D aa< 0 O l -, D i - S -; "o • Y I • ` • ` Ir.. •••••r.r. . • h i • I O O C '1 f N I .M -. C 7 (1 N ; WIN AI p O O o I 1 O I I 0. G Y 0 tn 0. 970542 p Pert IV. Analysis of Operating Reserve Status of Contingency Reserve (Section 23 Projects Only) 87 2825 Contingency Reserve - Balance at the End of Fiscal Year (Line 31 or 10% of Line 12, whichever Is the lesser 88 7025 Prov. for Contingency Reserve a) increase (Amount by which Line 87 exceeds Line 15) b) Decrease (Amount by which Line 15 exceeds Line 87) Status of Security and Utility Deposit Fund (Section 23 Projects Only) 89 2168.1 Security and Utility Deposit Funds Provided 90 2168.2 Security and Utility Deposita (Uncollectable Advances) 4 la 132,383 132,383 63,741 63,741 p g •serve (Acct. 70181Sae. a; Acct. 7016.11Hsg. Vouchers) 83 Addition (The amount of income, If any, on Line 82) 84 Deduction (The amount of deficit, if any, on Line 82, but not to exceed the amount on Line 80) 63,741 I Z e 1 ran iv. Analysis of Operating Retina 77 Operating Reserve - Balance at Beginning of Fiscal Year Covered by This Statement 2824 Section . 23 2826 Section 8 2826.1 Housing Vouchers 7 C e aah Withdrawals for Reserve During Fiscal Year 79 Net operating Reserve After Cash Withdrawals (Line 77 minus Line 78) e0 nut Income tor usual() Delore Provision for Operating Reserve (Line 76) s1 net Deticlt Brought Forward From Preceding Fiscal Year (Line 86) 92 Total Income (or Deficit) (Line 80 minus Line 81) Provision for O gratin R FJ Ea O c m O ;,; c E m m W i v c 8o me O O0 O - c m 0 On 2 pc Y 4' 3a a0E O 0 C C U Vao ▪ o m C oat Ect - O 1 < U • 0. co T.. mv0 0 Q m cm cma 06C • m • O C 0 O x c Do a 0 0 ;$3. O 0 C U 0 s O L 0oE uco a o a: can Toy C m m0 m m c Eo• m m =.o E C T ;m'0 0 0 0 0 C C -- II! n. cL� m —c ram m 0 C • U O m c m moo 0 Q 0 O m m U m C C - �o C m m co • m cJ5- - n0 • L -m ▪ m O 2". #2 0 m • 0< 0 - cn Qi W 0 H H U] O 0 U Ii o F 0 y � v w 1"; a tl 44 N a a a a 6 b H HOUSING AUTHORITY OF WELD COUNTY c C n - a o C C 0 CO .C 0 O U C O O ma O 3 0 cy Lf P o a 0 C 0 0 C Y EL off n O 0 Sc c o 0. c x Ow 0 r L co c m E o m ee m m oL m L 0 C - 0 c 0 Omc o C 0 m m LL O 512 0 U nry�� I t l O a Balance Sheet for Section 8 and Public Housing See instructions on the reverse of page 3 I PUMk Housing Agency (Name and Addeo,) HOUSING AUTHORITY OF P.O. BOX A GREELEY, COLORADO Assets Cash 5 1111.1 General Fund (Development and/or Operation) U.S. Department of Mousing and Urban Development Low -Income Housing Program air OMB No. 2577-0067 (exp. 7:31:861 WELD COUNTY 2. Prol.cl Numb.na) C099 —E090-002-007 3 Annual Contributions Contact Number DEN -2392 6 1111.2 General Fund (Unapplied Debt Service Funds) 1111.3 General Fund (Modernization) 8 1114 Security Deposit Fund 9 1117 Petty Cash Fund 10 1118 Change Fund Accounts Receivable 11 1122 Tenants 12 1124 Homebuyers 13 1125 HUD 14 1127 Advances for Security and Utility Deposits 15 1129 Other 16 1130 Notes and Mortgages Receivable 17 1145 Accrued Interest Receivable 18 Advances 1155 Limited Revolving Fund 1156 Unlimited Revolving Fund 1157 Other 19 20 21 Investments 1162 General Fund 22 1163 Homeownership Reserve Funds Debt Amortization Funds 23 1171 Debt Service Fund 24 1172 Advance Amortization Fund 25 1173 Investments 26 1174 Accrued Interest Receivable — Investments 27 1176 HUD Annual Contributions Receivable 28 1177 Deposits with HUD Deferred Charges 29 1211 Prepaid Insurance 30 1212 Insurance Deposits 31 1255 Maintenance Work in Process 32 1260 Inventories (Materials) 33 1270 Inventories (Equipment) 34 1290 Other 21 569.72 a. Peeled Ended 12/31/96 43,09/ ,U91 612.36 612.36 107,508.14 107,508.14 Land. Structures and Equipment 35 1400.2 Development Cost 36 1400.3 Less: Development Cost Contra 37 1400.4 Land. Structures and Equipment 38 1510 Payments for Ott -Site Utilities 39 1620 Undistributed Debits — Ineligible Expenditures Bid Guaranties 40 1820 Undeposited Bid Guaranties 41 1830 Less: Returnable Bid Guaranties — Contra Advances for Debt Amortization 42 1860 Advances from General Fund to Dept Service Fund 43 1870 Less. Refunds Due General Fund from Debt Service Fund 44 Total Assets i 21.946.81 21,946-S1_ tI _ F "'"-1v04 F3*. 196794 01 '. The General Fund includes S - representing proceeds from disposition at property reserved '0 :eplacemitr. of equipment or for such other purposes as provided in the annual contributions or administration contract NOTE Accrued annual leave 01 employees at the end of fiscal year $ Previous Editions Are Obsolete Page 1 cf 3 Hu0-57”.5 H8 740 - I+F. 746:1 _ -E 9705t72 u..)`. --L2 HOUSING AUTHORITY OF WELD COUNTY !ennu.i Cenvlbmbns Contact He. DEN -2392 P.ried Ended 12/31/96 Liabilities Accounts Payable 45 2:11 Venao:s and Contractors 46 2112 Contract Retentions 47 211,, Penormance Deposits 48 2114 Tenants Security Deposits 49 2118 HUD (Accounts 2118.1. 21183. & 21:8.6) 50 Other (Accounts 2115. 2117. & 2119) Notes Payable 51 2122 Project Loan Notes (HUD) 52 2123 Administrative Notes (HUD) 53 2126 Project Notes tNon-HUD) 54 2129 Sundry Notes Accrued Liabilities 55 2131.1 Interest Payable — Development Notes and Bonds HUD) 56 2131.2 Interest Payable — Administrative Notes (HUD) 57 2131.3 Interest Payable — Other Notes — Deterred Payment (HUD) 58 2132 Interest Payable — Notes (Non -HUD) 59 2133 Interest Payable — Bonds (Non -HUD) 60 2137 Payments in Lieu 01 Taxes 6t Other (Accounts 2134. 2135. 2136. & 2139) Trust and Deposit Liabilities 62 2161 Homebuyers Ownership Reserve 63 2162 Homebuyers Non -Routine Maintenance Reserve 64 2165 Mortgagors Taxes and Insurance 65 2166 Mortgagors Maintenance Reserve .66 2168 Annual Contributions for Security and Utility Deposit Funds Provided Deferred Credits 67 2210 Prepaid Annual Contribution 68 2240 Tenants Prepaid Rents 69 2241 Prepaid Monthly Payments (Homebuyers) 70 2250.1 Investment Income — Homebuyers Ownership Reserve (Unapplie0) 71 2250.2 Investment Income — Homebuyers Ownership Reserve (Applied) I t 72 2251 1 Investment Income — Homebuyers Nora Routine Maintenance Reserve (Unapplied) -j 1,7158.719 73 2251.2 Investment Income — Homebuyers Non - Routine Maintenance Reserve (Applied) 74 2290 Other Fixed Liabilities 75 2311 Permanent Notes (HUD) 76 2312 Permanent Notes (F. F.B.) 77 2321 Series 'A' Notes and Bonds Issued 78 79 2331 Series 'B' Notes and Bonds Issued 80 2332 Series 'B' Notes and Bonds Retired 81 2341 New Housing Agency Bonds Issued 82 2342 New Housing Agency Bonds Refired 83 2351 Other Notes Payable to HUD (Deferred) Contract Awards 84 1a10 Contract Awards — Contra 85 1800 Less Uncompleted Contracts 86 Total Liabilities Pace 2 of 3 31 106 31 HUD -52595 (2-e5) 97®5'2 of cuUK Housing ♦c.fle FOUSING AUTHORITY OF WELD COUNTY DEN - 2392 P.rtnO Eno.C I 12/31/96 Total Liabilities (Item 86 on page 2) Surplus 87 2810 Unreserved Surplus 88 2820 Operating Reserve (Locally Owned Pro;) 89 2821 Operating Reserve ;Leased Pro;ec al 90 2823 Operating Reserve (Home Ownership Projects) 91 2824 Operating Reserve (Section 23 HAP Protects, 92 2825 Contingency Reserve (Untundec Section 23 HAP Projects; 93 2826 Operating Reserve (Section 8 HAP Projects) 68,642 94 2826 1 Operating Reserve (Housing Voucner Projects) 95 282? Project Account (Unfunded Sec:ion 8 HAP Projects) 96 2827 I Project Subsidy Account (Unfunded• Hous.ng Voucher Program) 2827 2 Project Fee Account (Unfunded -Housing Voucher Program) 97 Total Surplus from Operations 98 2840 Cumulative HUD Annual Contributions 99 2850 Cumulative Donations 100 2855 Cumulative Proceeds from Sate of 0we!lings 101 2856 Cumulative Contributions by Homebuyers for Property 102 2860 Book Value of Projects Conveyed by HUD 103 2870 Less: Contract Payments to HUD 104 2880 Development Cost (Undeveloped Prolec:si 105 2890 Book Value of Capital Assets Conveyed to Homebuyers ;( 106 Total Surplus and Liabilities 1( P...on Pr.o.,ing Form 5iyeuu,.. Tab. and p,i.i O form (Sig _m.. .n0 ail, eorgE. Baxter, Chair Weld County Board of Commissioners 63 64.547_ 164,510 (03/24/97) Page 3 of 3 HUD -52595 (2-85) 970E42 o5t2 Inc COLORADO MEMORANDUM TO: George E. Baxter, Chair Date: March 17, 1997 Weld County Board of Commissioners FR: Judy Griego, Director, Social Services RE: Section 8 Year End Settlement Reports As discussed at the Work Session of March 18, 1996, the Housing Authority is required to submit a Year End Settlement Report to HUD detailing the expenses and the amount of Administrative fees which are earned under the Certificate and Voucher Programs. The reports for the two respective programs have been completed. Below is a summary of the financial reports. Voucher Project 007-015 Expenditures Housing Assistance Payments Audit Cost Administrative Expenses Total Expenses Administrative Fee Earned_ Decrease to Operating Reserve Amount in Operating Reserve Amount Received from HUD Amount Due PHA $973,397 1,000 155737 1,130,134 117,822 27,517 99,085 1,031,629 59,590 Project Account Balance 1,198. 592 970542 Certificate Program 002-007 Expenditures Housing Assistance Payments $605,699 Audit Cost 855 Administrative Expenses 147,201 Total Expenses 753,755 Administrative Fee Earned 73,080 Decreases to Operating Reserve 63,741 Amount in Operating Reserve 68,642 Amount Received from HUD 744,835 Amount Due HUD 65,111 Project Account Balance 612,388 Staff is recommending approval of the Revised Year End Settlement Reports for the Section 8 Certificate and Voucher programs for 1996. If you have any questions, please telephone me at 352-1551, Extension 6200. Hello