Whitefish Housing Authority

Regular Board of Commissioners Meeting Wednesday, July 24, 2024 | 4:30 p.m. Whitefish City Hall – Arches Conference Room This meeting is also available virtually (click below for the link) Join via Microsoft Teams (by browser or app) 1. Public Comment Ben Johnson Chairman of the Board 2. Call to Order 3. Roll Call 4. Consent Agenda a. Approval of the Board Meeting Agenda b. Approval of June 20, 2024 Special Meeting Minutes (attached) 5. Old & Continuing Business a. Elevator Repairs Update b. DPTH Progress c. Five Year Plan Process Update & Schedule d. Compliance Review Update e. HOTMA Updates f. VMS Corrections 6. New Business a. Capital Fund 5-Year Plan and Annual Statement Public Hearing b. Transition Strategy & Action Planning Consultant Proposal c. YPTC Letter of Engagement (attached) d. Operating Budget FYE 6/30/25 Adoption via Resolution 283 (attached) 7. Director’s Report 8. Closed Door Session - Legal and/or Personnel Issues. Per Montana Code Annotated 2-3-203: The presiding officer of any meeting may close the meeting during the time the discussion relates to a matter of individual privacy and then if and only if the presiding officer determines that the demands of individual privacy clearly exceed the merits of public disclosure. The right of individual privacy may be waived by the individual about whom the discussion pertains and, in that event, the meeting must be open. 9. Adjournment 100 E 4th ST Whitefish MT 406.901.2844  Board of Commissioners Special Board Meeting Thursday, June 20, 2024 | 4:30 p.m. Arches Room - Whitefish City Hall This meeting is also available virtually (click below for the link) Join via Microsoft Teams (by browser or app) 1. Public Comment Ben Johnson Chairman of the Board 2. Call to Order @ 4:39PM 3. Roll Call: Marnie McCleary Absent. Present: Thomas, Maggie, Katie, Ben. 4. Consent Agenda a. Approval of the Board Meeting Agenda b. Approval of May 17, 2024 Special Meeting Minutes c. Approval of May 30, 2024 Regular Meeting Minutes Maggie: Motion to approve consent agenda Katie: Seconded All in favor. 5. Old & Continuing Business a. Elevator Repairs Riss: Unfortunately, the elevator is still down because some of the parts have to be manufactured in the factory. I’ve followed up with Otis many times in the past several weeks. Maggie: What is the timeline? Riss: It’s unclear how long the manufacturing process will take. Ben: What accommodations have been made? Riss: We will send out another letter offering additional and personalized accommodations along with updates about the elevator status. b. DPTH Progress Riss: Civil work is nearly done; just a few things to wrap up. Still working with BNSF to see if we can get fees waived for some work that barely goes onto their property. Ben: How is the status looking with money? Riss: We still have plenty left from the City to cover civil expenses moving forward. c. Adding Construction Management to encompass design Contract Ben: Any feedback from Marney? Is the cost good? 100 E 4th ST Whitefish MT 406.901.2844 Riss: Marney looked at it earlier this week and said that it looked great. I feel good about it and the cost is much less than the services we were paying for before. Maggie: Do we feel good about Jenn’s responsiveness and ability to do what we need her to complete this project? Riss: Yes – she’s been amazing to work with. We are lucky to have her and that she’s put in as much time and effort as she continues to. Ben: I would entertain a motion to add Construction Management services as contained in this contract to encompass design’s scope of work and contract. Maggie: Motion to approve adding construction management services as contained in this contract to encompass design’s scope of work and contract. Thomas: Seconded All in favor. Motion passes unanimously. d. Compliance Review Updates Riss: Unfortunately, there continue to be delays because of the auditing process and the shifting of positions. Our portfolio manager says it will come in next week. 6. New Business a. MVM Flat Rent Schedule (attached) Riss: The Flat Rent is for those who hit a certain threshold of income at Mountain View Manor. This is essentially a rent ceiling. HUD requires us to keep flat rent no lower than 80% of the area Fair Market Rent, and we are a bit behind on that. The increases are not large and do not apply to many people at MVM. If the rent increase bumps their rent higher than what their income can pay, we can move them to an income-driven repayment plan which will lower the increase. Ben: Looks like a pretty standard yearly Resolution. Katie: I move to adopt Resolution 282: Flat Rent payment schedule Maggie: Second the motion. Ben: All in favor, motion passes unanimously. b. Railroad Homes Rent Policy Ben: We need to look at the rent, have some policy so that it is clear Maggie: We did have a step increase and it went up a bit and then didn’t go up again. Ben: I don’t know if there’s any other Katie: Whatever we do, throw it by legal first. Maggie: What happens right now is that we are giving cheap rent arbitrarily with no definition. Ben: Idea that we could charge a flat rate at a percentage of income – at 30%. We could amortize those increases; step them. We don’t want shock to a system but also need to keep rents in line with our other properties and having some structure for increase. Katie: I thought we had structured that last year? Maggie: That was two years ago? Katie: I thought we were supposed to? Maggie: We agreed to but I don’t think there was actual implementation of it. Riss: I’ll come up with a structure and a policy for moving forward with this. 100 E 4th ST Whitefish MT 406.901.2844 Marnie now in attendance. Marnie: Now I am here. Can I get filled in quickly on what we have spoken about? Riss: We have some updates on the elevator. Marnie: For the elevator, make sure you document your efforts just in case there is any concern about fair housing, etc. for the office. If it becomes a need for a temporary relocation, we will need to have our work and coordination documented. 7. Director Report Riss: VMS: Our reporting was really off in the online HUD Voucher Management System and we have not been getting the right amount of monthly funding for voucher costs because of that. I have spent a great deal of time trying to correct and update our reporting systems so that we can get correct enough numbers to at least start getting monthly funding. Riss: Spoke with Your Part-Time Controller about slowly closing out our accounting work with them. We spent $50,000+ on them last year and we do not have that type of money to spend on them. Marnie: Wow that is a lot of money, but we can still work with them and give them a specific lower price point to work with. I have a much lower contract with them for another organization I am on the board of. Riss: I think we could manage that – it would be incredibly useful to have them to finish up all our financials to be prepared for a December audit. We need to meet that deadline and I don’t know that we will without help. I will speak with them to come up with a lower monthly cost work plan. Riss: We got a letter auditing our IRS submissions for 2021. It seems fairly urgent, so I will need to get on this, too. Riss: Also I know there has been discussion about policies that we do have or do not have, but I found a policy book that has things like a procurement policy, etc from back in 2010. I am not sure if there is a digital copy because the digital filing system is a bit of a mess, but the good news is we do have some of these policies already adopted, they will just need to be amended and actually followed. 8. Five Year PHA Plan (draft attached) Riss: Basic information about 5 year plan + what it looks like. To start, the mission statement needs redo from last 5-year plan Katie: we need to work on the mission statement. Ben: We already have a mission statement from the branding work we did last year. Katie: As I’m looking through the website, I feel like we have good enough copy here. Let’s just pull this from the website and not reinvent the wheel. Maggie: How do we feel about Mountain View Manor? Are we missing anything? Riss: I did add to have a separate 5-year plan for the manor, so we can still add and amend items on there while working more with residents. Katie: Is there anything that was missing out of the Whitefish Housing Roadmap that we don’t have in the plan? Riss: I can add a bullet point mentioning working with community partners on the Housing Roadmap. 100 E 4th ST Whitefish MT 406.901.2844 Maggie: I move to have an email vote on the approval of an updated 5-year plan draft for release after the 1st of July. Katie: I second. All in favor: Motion passes unanimously. 9. Operating Budget Riss: Upped the legal, accounting costs for this coming year, decreased training and travel costs to compensate for those additional costs. I also made changes to Pam and my salaries to account for role changes. This year we probably won’t be able to contribute much to our operating reserves, but my goal is to zero out and not have to take anything out unless it is for an emergency expense. Riss: I can leave the room for salary discussions if you’d like. Ben: Yes, let’s have you do that. *Riss back in room* Katie: Motion to do more due diligence on salary, come up with an email vote by June 27th in order to ratify a vote on the rest of the budget. Maggie: Seconded. All in favor. Motion passes unanimously. Katie: Move to closed door session. Thomas Second All in favor. Entered closed door session at 6:55 PM 10. Closed Door Session - Legal and/or Personnel Issues. Per Montana Code Annotated 2-3-203: The presiding officer of any meeting may close the meeting during the time the discussion relates to a matter of individual privacy and then if and only if the presiding officer determines that the demands of individual privacy clearly exceed the merits of public disclosure. The right of individual privacy may be waived by the individual about whom the discussion pertains and, in that event, the meeting must be open. 11. Adjournment at 7:15pm 100 E 4th ST Whitefish MT 406.901.2844 Docusign Envelope ID: 0D7F25C3-8F44-4F12-B394-7A7452300322 YOUR PART-TIME CONTROLLER, LLC 1500 WALNUT STREET, SUITE 1200 PHILADELPHIA, PA 19102 July 18, 2024 Ben Johnson, Board Chair Whitefish Housing Authority 100 East 4th St. Whitefish, MT 59937 Dear Ben: I want to thank you for the opportunity to be of assistance to Whitefish Housing Authority (referred to throughout as “you”). I hope and expect that our association will be a beneficial one for you and your organization. This Engagement Letter sets forth the scope of our services, responsibilities, and fees. Services Your Part-Time Controller, LLC (YPTC) will provide you with a variety of accounting, financial, consulting, and other services as deemed appropriate by you and by us. Some of these services will be provided weekly, some monthly, and some on a project basis. All services will be provided by YPTC staff members as assigned. Fees Our fees vary based on the nature of the services provided. Fees may be on a recurring subscription basis, an hourly rate, or another mutually agreed arrangement. For fees determined on an hourly basis, our Manager rates are $235 per hour. Our Associate and Staff Accountant rates vary but will be billed to you at $185 and $115 per hour. Services provided by our Data Visualization Group will be billed at the Manager rate. Fees are normally adjusted January 1 of each year though we occasionally adjust mid-year as well. The rates quoted here, however, will remain unchanged through December 31, 2024. We will bill for out-of-pocket expenses at cost. Should we need to travel more than 30 miles to your location at your request, we will bill for direct travel costs and travel time which will be billed to you at 50% of our hourly billing rate. We will also charge a per diem of $75/day per YPTC staff member to cover meals and other incidentals if an overnight stay is required. Scope Please be aware that there are two services we do not provide: 1 | Page Docusign Envelope ID: 0D7F25C3-8F44-4F12-B394-7A7452300322 1. We offer no tax, legal, or investment advice of any kind. We will not prepare or consult on the preparation of any tax returns. Any conversations we may have concerning taxes, legal matters, or investment options should be considered general in nature and not a recommendation of any particular course of action. 2. Though many members of our staff are Certified Public Accountants, we do not perform audits, reviews, or any other attest services. An auditor must be independent of their client. We are never independent of our clients. The essence of our involvement is to work as closely as possible with you and your staff to solve your problems and improve your organization’s financial processes. Accordingly, any financial statements that we produce are intended strictly for your internal use. Proprietary Information In the normal course of our work, we typically create a variety of electronic models, templates, documents, and reports using spreadsheet programs. These electronic files remain the property of YPTC. In many cases, it would be helpful for your staff to use these spreadsheets on their own computers. In such cases, we will be glad to provide your staff copies for their use at no additional charge. Please be aware, however, that the integrity of a spreadsheet can be very easily destroyed by incorrect usage. Accordingly, we have no liability for erroneous results these spreadsheet models may produce in the hands of your staff. We also typically create a variety of workpapers to aid in our work. These also remain the property of YPTC. Here again, where appropriate, we will provide you with copies for your own records at no additional cost upon request. Confidentiality We treat all non-public, confidential, and proprietary information that you provide to us as confidential. We will protect such information with no less than a commercially reasonable degree of care. Financial Models We are often asked to help prepare various forecasts, projections and budgets, or to review and/or comment on forecasts, projections, and budgets prepared by our clients. In such cases, you understand and agree that we are not liable in any way if, for any reason, circumstances or outcomes deviate from such forecasts, projections, and budgets. You further agree that it is not our responsibility to automatically update any forecasts, projections, and budgets that we may have prepared, as new information becomes available. Finally, you agree that the responsibility for accepting and/or approving such forecasts, projections, and budgets remains with you. Backup Procedures Proper backup procedures for accounting and other financial computer files are very important. Responsibility for faithfully backing up your files rests with you and your staff. In no case will we be responsible for any losses caused by a computer failure and/or by a lack of adequate backups. 2 | Page Docusign Envelope ID: 0D7F25C3-8F44-4F12-B394-7A7452300322 Client Responsibilities The quality of our work often depends on the quality of work of a member of our client’s staff. We are not responsible in situations where the accuracy of our work is negatively impacted by incorrect work supplied by a member of your staff upon which we relied. Likewise, we are not responsible for adverse outcomes related to your staff’s errors, omissions, or negligence. Also, our clients often request our assistance in hiring and training their staff members in a variety of accounting, data processing, or other procedural and internal control related activities. We are glad to do this. However, we are not responsible for the quality of work of anyone on your staff, including people we have recommended hiring and/or trained. Though we tend to be closely involved with the operations of our clients, it is possible that fraud, errors, or illegal acts committed by a member of your staff acting alone, or in collusion with others, may exist of which we have no knowledge. We shall have no liability for failing to detect fraud, errors, or illegal acts, should they exist. Naturally, we will bring to your attention any irregularities that may come to our attention. Grant Services In engaging us to assist with identifying funding opportunities and creating a funding application (hereafter, “Application”) in consultation with you and on your behalf, you understand and agree that we cannot guarantee the Application’s funding or other success. We make no warranty, express or implied, with respect to the Application and expressly disclaim all warranties. Accordingly, we will have no liability to you or any third party if the Application does not result in an award of funds. We will create a timeline for the Application in careful consultation with you that will require you to commit a certain amount of your staff time to communicating with us, providing information, answering questions, reviewing drafts, and other necessary tasks. You agree that we will have no liability for failure to timely file the Application due to your failure to adhere to the timeline or otherwise provide necessary information, feedback, or other approvals. Notwithstanding any provision to the contrary in this Engagement Letter, you may use any text developed by us in any future Application with the same or different funders. You understand and agree that our responsibilities will conclude once the Application has been provided to you on or before the date and time indicated in the timeline. It is solely your responsibility to submit the Application to the funder. Limitation of Liability and Indemnification In no event shall we be liable to you or any third party for any loss of use, revenue, profit, loss of data, or diminution in value, or for any consequential, incidental, indirect, exemplary, special, or punitive damages, whether arising out of breach of contract, tort, or otherwise, regardless of whether such damage was foreseeable and whether or not we had been advised of the possibility of such damages, and notwithstanding the failure of any agreed or other remedy of its essential purpose. In addition, we cannot guarantee that members of your staff interacting with YPTC staff members in person will not become infected with a communicable disease, including without limitation COVID- 3 | Page Docusign Envelope ID: 0D7F25C3-8F44-4F12-B394-7A7452300322 19. Accordingly, you agree on behalf of Whitefish Housing Authority, its directors, officers, employees, agents, and representatives that we shall have no liability arising out of or relating to any person becoming exposed to or infected with a communicable disease and hereby release, waive, and forever discharge any and all liability against us associated with any such exposure or infection to the fullest extent permitted by law. To the fullest extent permitted by law, in no event shall our aggregate liability arising out of or related to this Engagement Letter, whether arising out of breach of contract, tort (including negligence), or otherwise, exceed the aggregate amounts paid to us pursuant to this Engagement Letter in the ninety days preceding the event giving rise to the claim. You agree to indemnify, defend, and hold us harmless and any of our partners, members, officers, directors, employees, agents, or assigns with respect to any and all claims made by third parties arising from this engagement, regardless of the nature of the claim, and including the negligence of any party, excepting claims arising from our gross negligence. Electronic Data Communication and Storage It is often helpful and efficient to use email in the course of our work. We may also store some or all of your data on a variety of platforms, including third-party cloud-based servers. Although we take data security seriously and utilize measures designed to maintain data security, there still is a risk that your confidential or privileged information may be disclosed. You recognize and accept that we have no control over the unauthorized interception or breach of any communications or electronic data once it has been transmitted, or if it has been subject to unauthorized access while stored, notwithstanding all reasonable security measures employed by us. You consent to our use of these electronic devices and applications during this engagement and agree that we are not responsible in any way if, for any reason, your financial information finds its way into the hands of an unauthorized person. Payment for Services YPTC encourages all organizations to use 3rd party bill payment systems as they streamline the bill payment process and incorporate important internal control components. One 3rd party bill payment system in particular, BILL (formerly known as Bill.com), integrates with our accounting system and allows us to properly ensure client payments are directly credited against the correct accounts and invoices. Accordingly, we require that you pay our invoices electronically using BILL, unless you already use another approved electronic bill pay system. If you are new to BILL, our staff will work with you to guide you through a few simple setup procedures. We invoice our clients on a weekly basis. Our invoices are due and payable upon presentation. Please understand that YPTC is not in a position to extend credit. We reserve the right to cease all work for any client who falls into arrears. In such a situation, you agree that we shall have no liability that may result from such a premature discontinuance of work. Independent Contractor When providing services to your organization, we will be functioning as an independent contractor. In no event will we or any of our employees be an officer of you, nor will our relationship be that of employer and employee, principal and agent, joint venturers, partners, or any similar relationship giving rise to a fiduciary duty to you. We cannot execute any documents or disburse any funds on 4 | Page Docusign Envelope ID: 0D7F25C3-8F44-4F12-B394-7A7452300322 your behalf. Our obligations under this Engagement Letter are solely obligations of YPTC, and no partner, member, manager, employee, or agent of YPTC shall have any personal liability whatsoever to you or any person or entity. Hiring Our Staff The people we employ have specialized knowledge and skills developed through their work for YPTC. As such, they occasionally receive job offers from clients. We have a substantial investment in our staff that creates a hardship for us if they were to leave and work directly for a client, and we otherwise have contracts with our staff which prohibit them from providing services directly to clients. Accordingly, if at any time you decide to offer a position to a current member of our staff, or a former member of our staff within two years from their separation date, you agree to the following four conditions: (1) you will notify me in advance of speaking to our staff member or former staff member; (2) you agree to compensate YPTC, in the event you hire our staff member or former staff member, at the rate of 65% of the total compensation (whether computed on a salary, hourly, or other basis) you will pay to our staff member or former staff member in their first full year of employment or engagement with you; (3) the compensation due to us is payable in full no later than two weeks prior to our staff member’s or former staff member’s commencement of work for your organization; and, (4) no part of the compensation paid to us shall be refunded to you for any reason, including but not limited to, situations where you terminate the employment or engagement of the former staff member or such person otherwise ceases performing services for you. Termination You have complete discretion to reduce or terminate our services to your organization at any time, for any reason, and without advance notice. We reserve the right to also terminate our relationship without completing services for any reason, including but not limited to, nonpayment of fees or if we feel that circumstances are such that they prevent us from properly performing our work. In either case, termination shall not relieve you of the obligation to pay for all services rendered and costs and expenses paid or incurred on your behalf up to and including the date of termination. In either situation, whether you terminate our services or whether we resign, you agree that YPTC shall have no liability that may result from such a premature discontinuance of work. Upon termination, you will delete or deactivate any system, website, or other software platform logins created for us and you acknowledge that we are not responsible for retaining passwords or access to any systems on your behalf. Governing Law and Other Terms This Engagement Letter shall be governed by and construed in accordance with the laws of the Commonwealth of Pennsylvania without giving effect to any choice or conflict of law provision or rule. If a controversy, claim, or dispute arises out of or relates to this Engagement Letter, or the breach thereof, and if it cannot be settled through negotiation, the parties agree first to try in good faith to settle the controversy, claim, or dispute by mediation conducted in Philadelphia, Pennsylvania and administered by the American Arbitration Association under its Commercial Mediation Procedures before resorting to arbitration, litigation, or some other dispute resolution procedure. 5 | Page Docusign Envelope ID: 0D7F25C3-8F44-4F12-B394-7A7452300322 No action, regardless of form, arising out of or relating to this Engagement Letter, may be brought by either party more than one year after the cause of action has accrued, except that an action for nonpayment may be brought by a party not later than one year following the date of the last payment due to the party bringing such action. All parties acknowledge and agree that the terms and conditions of this Engagement Letter shall be binding upon and inure to the parties’ successors and assigns, subject to applicable laws and regulations. If any portion of this Engagement Letter is deemed invalid or unenforceable, such finding shall not operate to invalidate the remainder of the terms set forth in this Engagement Letter. Conclusion If this Engagement Letter accurately reflects your understanding of the terms of our engagement, please indicate so by signing the enclosed copy of this Engagement Letter on behalf of Whitefish Housing Authority and returning it to me at your earliest convenience. Thank you again for the opportunity to serve Whitefish Housing Authority — we look forward to a long and mutually beneficial relationship. Very truly yours, \s1\ \d1\ Angela Coaxum, Regional Director Ben Johnson, Board Char Your Part-Time Controller, LLC Whitefish Housing Authority 6 | Page  Whitefish Housing Authority Resolution #No. 283 ADOPTION OF THE FYE JUNE 30, 2025 OPERATING BUDGET ______________________________________________________________________ WHEREAS, The United States Department of Housing and Urban Development requires each public housing authority to establish an annual operating budget; WHEREAS, The United States Department of Housing and Urban Development and the State of Montana require compliance with these standards effective immediately to satisfy regulations NOW THEREFORE, BE IT RESOLVED BY THE BOARD OF COMMISSIONERS OF THE WHITEFISH HOUSING AUTHORITY AS FOLLOWS: 1. The Board of Commissioners hereby approves the adoption of FYE June 30, 2025 Operating Budget. 2. The Board of Commissioners hereby authorizes the Whitefish Housing Authority to take the necessary steps to implement the operating budget to ensure the efficient operation of housing programs. ADOPTED AT THE MONTHLY BOARD OF COMMISSIONERS MEETING OF THE WHITEFISH HOUSING AUTHORITY THIS 24th DAY OF JUNE, 2024. Whitefish Housing Authority, Whitefish, Montana ____________________________________ Ben Johnson, Chair, Board of Commissioners ____________________________________ Marissa Getts, Associate Executive Director Whitefish Housing Authority 100 E 4th Street Whitefish, MT 59937 July 24, 2024 WHA OPERATING BUDGET FYE JUNE 30, 2025 The Whitefish Housing Authority adopts the attached Operating Budget for fiscal year ending June 30, 2025. Operating Budget U.S. Department of Housing and Urban Development Office of Public and Indian Housing OMB Approval No. 2577-0026 (exp. 06/30/2022) Public reporting burden for this collection of information is estimated to average 116 hours per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. Send comments regarding this burden estimate or any other aspect of this collection of information, including suggestions for reducing this burden, to the Reports Management Officer, Office of Information Policies and Systems, U.S. Department of Housing and Urban Development, Washington, D.C. 20410-3600 and to the Office of Management and Budget, Paperwork Reduction Project (2577-0026), Washington, D.C. 20503. Do not send this completed form to either of the above addresses. a. Type of Submission b. Fiscal Year Ending c. No. of months (check one) d. Type of HUD assisted project(s) Original Revision No. June 30, 2025 12 mo. Other (specify)____ 01 PHA/IHA-Owned Rental Housing e. Name of Public Housing Agency / Indian Housing Authority (PHA/IHA) 02 IHA-Owned Mutual Help Homeownership Whitefish Housing Authority 03 PHA/IHA-Leased Rental Housing f. Address (city, State, zip code) 04 PHA/IHA-Owned Turnkey III Homeownership 100 4th Street 05 PHA/IHA Leased Homeownership Whitefish, MT 59937 g. ACC Number h. PAS / LOCCS Project No. i. HUD Field Office SF-333 MT01500125J Denver, CO j. No. of Dwelling Units k. No. of Unit Months m. No. of Projects Available 50 600 1 Estimates Estimates Last Fiscal or Actual Requested Budget Estimates Yr. Current Budget PHA/IHA Estimates HUD Modifications Line Acct. 2023 Yr. 2024 Amount Amount No. No. Description PUM PUM PUM (to nearest $10) PUM (to nearest $10) (1) (2) (3) (4) (5) (6) (7) Homebuyers Monthly Payments For: 010 7710 Operating Expenses 020 7712 Earned Home Payments 030 7714 Nonroutine Maintenance Reserve 040 Total Break-Even Amount (sum of lines 010, 020, and 030) - - - - 050 7716 Excess(Deficit) In Break-Even Amount 060 7790 Homebuyers Monthly Payments (Contra) Operating Receipts 070 3110 Dwelling Rentals 357.85 359.25 363.37 218,020 080 3120 Excess Utilities 1.67 5.00 2.17 1,300 090 3190 Nondwelling Rentals - - - - 100 Total Rental Income (sum of lines 070, 080, and 090) 359.52 364.25 365.53 219,320 110 3610 Interest on Gen Fund Investments 2.35 3.22 3.22 1,930 120 3690 Other Operating Receipts 158.50 189.88 155.00 93,000 130 Total Operating Income (sum of lines 100, 110, and 120) 520.37 557.35 523.75 314,250 Operating Expenditures - Administration: 140 4110 Administrative Salaries 134.77 242.42 164.58 98,750 150 4130 Legal Expense 4.17 8.33 21.67 13,000 160 4140 Staff Training 2.50 16.67 3.33 2,000 170 4150 Travel 4.17 16.67 4.17 2,500 180 4170 Accounting Fees 5.63 16.67 20.00 12,000 190 4171 Auditing Fees 11.17 15.00 37.67 22,600 200 4190 Other Administrative Expenses 20.87 83.33 25.00 15,000 210 Total Administrative Expense (sum of line 140 thru line 200) 183.28 399.09 276.42 165,850 Tenant Services: 220 4210 Salaries - - - - 230 4220 Recreation, Publications and Other services 2.83 3.50 3.58 2,150 240 4230 Contract Costs, Training and Other - - - - 250 Total Tenant Services Expense (sum of lines 220,230, and 240) 2.83 3.50 3.58 2,150 Utilities: 260 4310 Water 21.67 23.33 23.33 14,000 270 4320 Electricity 24.17 25.83 25.83 15,500 280 4330 Gas 20.83 25.00 26.67 16,000 290 4340 Fuel - - - - 300 4350 Labor - - - - 310 4390 Other utilities expense 20.83 18.33 18.33 11,000 320 Total Utilities Expense (sum of line 260 thru line 310) 87.50 92.49 94.17 56,500 form HUD-52564 (6/2019) Previous editions are obsolete Page 1 of 3 ref. Handbook 7475.1 Name of PHA / IHA Fiscal Year Ending Whitefish Housing Authority June 30, 2025 Estimates Estimates Last Fiscal or Actual Requested Budget Estimates Yr. Current Budget PHA/IHA Estimates HUD Modifications Line Acct. 2023 Yr. 2024 Amount Amount No. No. Description PUM PUM PUM (to nearest $10) PUM (to nearest $10) (1) (2) (3) (4) (5) (6) (7) Ordinary Maintenance and Operation 330 4410 Labor 86.67 87.75 - 340 4420 Materials 11.67 10.00 10.83 6,500 350 4430 Contract Costs 56.83 83.33 136.17 81,700 360 Total Ordinary Maintenance & Operation Expense (lines 330 to 350) 155.17 181.08 147.00 88,200 Protective Services 370 4460 Labor - - - 380 4470 Materials - - - 390 4480 Contract Costs - - - 400 Total Protective Services Expense (sum of lines 370 to 390) - - - General Expense: 410 4510 Insurance 32.67 41.67 46.67 28,000 420 4520 Payments in Lieu of Taxes 13.60 15.00 13.57 8,140 430 4530 Terminal Leave Payments - - - 440 4540 Employee Benefit Contributions 70.15 75.00 58.37 35,020 450 4570 Collection Losses 0.83 4.17 4.17 2,500 460 4590 Other General Expense - - - 470 Total General Expense (sum of lines 410 to 460) 117.25 135.84 122.77 73,660 480 Total Routine Expense (sum of lines 210, 250, 320, 360, 400, and 470) 546.03 812.00 643.93 386,360 Rent for Leased Dwellings: 490 4710 Rents to Owners of Leased Dwellings - - - 500 Total Operating Expense (sum of lines 480 and 490) 546.03 812.00 643.93 386,360 Nonroutine Expenditures: 510 4610 Extraordinary Maintenance - - - 520 7520 Replacement of Nonexpendable Equipment 12.50 - 10.00 6,000 530 7540 Property Betterments and Additions 12.50 - 14.00 8,400 540 Total Nonroutine Expenditures (sum of lines 510, 520, and 530) 25.00 - 24.00 14,400 550 Total Operating Expenditures (sum of lines 500 and 540) 571.03 812.00 667.93 400,760 Prior Year Adjustments: 560 6010 Prior Year Adjustments Affecting Residual Receipts - - - Other Expenditures: 570 Deficiency in Residual Receipts at End of Preceding Fiscal Yr. - - - 580 Total Operating Expenditures, including prior year adjustments and other expenditures (line 550 plus or minus line 560 plus line 570) 571.03 812.00 667.93 400,760 590 Residual Receipts (or Deficit) before HUD Contributions and provision for operating reserve (line 130 minus line 580) (50.66) (254.65) (144.18) (86,510) HUD Contributions: 600 8010 Basic Annual Contribution Earned-Leased Projects:Current Year - - - 610 8011 Prior Year Adjustments - (Debit) Credit - - - 620 Total Basic Annual Contribution (line 600 plus or minus line 610) - - - 630 8020 Contributions Earned - Op. Sub: - Cur. Yr.(before year-end adj) 109.87 148.53 141.93 85,160 640 Other (specify): - - - 650 Other (specify): - - - 660 Other (specify): - - - 670 Total Year-end Adjustments/Other (plus or minus lines 640 thru 660) - - - 680 8020 Total Operating Subsidy-current year (line 630 plus or minus line 670) 109.87 148.53 141.93 85,160 690 Total HUD Contributions (sum of lines 620 and 680) 109.87 148.53 141.93 85,160 700 Residual Receipts (or Deficit)(sum of line 590 plus line 690) Enter here and on line 810 59.21 (106.12) (2.25) (1,350) form HUD-52564 (3/95) Previous editions are obsolete Page 2 of 3 ref. Handbook 7475.1 Name of PHA / IHA Fiscal Year Ending Whitefish Housing Authority June 30, 2025 Operating Reserve PHA/IHA Estimates HUD Modifications Part I - Maximum Operating Reserve - End of Current Budget Year 740 2821 PHA/IHA - Leased Housing - Section 23 or 10(c) 50% of Line 480, column 5, form HUD-52564 Part II - Provision for and Estimated or Actual Operating Reserve at Fiscal Year End 780 Operating Reserve at End of Previous Fiscal Year - Actual for FYE (date): 6/30/2023 248,730 Provision for Operating Reserve - Current Budget Year (check one) 790 Estimated for FYE 6/30/2024 Actual for FYE (63,670) Operating Reserve at end of Current Budget Year (check one) 800 Estimated for FYE 6/30/2024 Actual for FYE 185,060 810 Provision for Operating Reserve - Requested Budget Year Estimated for FYE 6/30/2025 Enter Amount from line 700 (1,350) 820 Operating Reserve at End of Requested Budget Year Estimated for FYE 6/30/2025 (Sum of lines 800 and 810) 183,710 830 Cash Reserve Requirement-_____________% of line 480 Comments PHA / IHA Approval Name Title Executive Director Signature Date Field Office Approval Name Title Signature Date Previous editions are obsolete form HUD-52564 (3/95) Page 3 of 3 ref. Handbook 7475.1 Operating Budget U.S. Department of Housing Schedule of Administration and Urban Development Expense Other Than Salary Office of Public and Indian Housing OMB Approval No. 2577-0026 (Exp. 10/31/2009) Public Reporting Burden for this collection of information is estimated to average 1.0 hour per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. Send comments regarding this burden estimate or any other aspect of this collection of information, including suggestions for reducing this burden, to the Reports Management Officer, Office of Information Policies and Systems, U.S. Department of Housing and Urban Development, Washington, D.C. 20410-3600 and to the Office of Management and Budget, Paperwork Reduction Project (2577-0026), Washington, D.C. 20503. Do not send this completed form to either of the above addressees. Name of Local Authority Locality: Fiscal Year End: Whitefish 100 4th Street Housing Authority Whitefish, MT 59937 June 30, 2025 (1) (2) (3) (4) (5) (6) Description Total Management Development Section 8 Other 1 Legal Expense (See Special Note in Instructions) $ 13,000 $ 13,000 2 Training (list and provide justification) 2,000 2,000 3 Travel Trips To Conventions and Meetings (list and provide justification) 2,500 2,500 4 Other LHA Travel: Outside Area of LHA Jurisdiction 5 Within Area of LHA Jurisdiction 6 Total Travel 2,500 2,500 7 Accounting 12,000 12,000 8 Auditing 22,600 22,600 Sundry 9 Rental of Office Space 10 Publications (Advertising and/or Marketing) 1,100 1,100 11 Membership Dues and Fees (list organization and amount) 250 250 12 Telephone, Fax, Electronic Communications 3,500 3,500 13 Collection Agent Fees and Court Costs 14 Administrative Services Contract 2,500 2,500 15 Forms, Stationary and Office Supplies 3,000 3,000 16 Other Sundry Expense (provide breakdown) 4,650 4,650 17 Total Sundry 15,000 15,000 18 Total Administration Expense Other Than Salaries $ 67,100 $ 67,100 To the best of my knowledge, 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. 3729, 3802) Signature of authorized representative & Date: X Executive Director form HUD-52571 (3/95) ref Handbook 7475.1 Page 1 of 1 Operating Budget U.S. Department of Housing OMB Approval No. 2577-0026 (Exp. 10/31/2009) Summary of Budget Data and Justifications and Urban Development Office of Public and Indian Housing Public reporting burden for this collection of information is estimated to average 45 minutes per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data 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. Name of Local Housing Authority Locality Fiscal Year Ending Whitefish 100 4th Street Housing Authority Whitefish, MT 59937 June 30, 2025 Operating Receipts Dwelling Rental: Explain basis for estimate. For HUD-aided low-rent housing, other than Section 23 Leased housing, state amount of latest available total HA monthly rent roll, the number of dwelling units available for occupancy and the number accepted for the same month end. Cite HA policy revisions and economic and other factors which may result in a greater or lesser average monthly rent roll during the Requested Budget Year. For Section 23 Leased Housing, state the number of units under lease, the PUM lease price, and whether or not the cost of utilities is included. If not included, explain method for payment at utility costs by HA and/or tenant. Dwelling Rental of $ 218,020 is based on projected average monthly dwelling rental charge per unit of $ 374.60 and projected occupancy percentage of 97% . Average monthly dwelling rental charge based on Rent Roll as of 2/1/24. Note: If occupancy percentage is 97% or greater and the HA believes that an average occupancy rate of at least 97% is sustainable for the RBY, then 97% is used as the projected occupancy percentage. Excess Utilites: (NOT for Section 23 Leased housing.) Check appropriate spaces in item 1, and explain "Other". Under item 2, explain basis for determining excess utility consumption. For example: Gas; individual check meters at OH-100-1, proration of excess over allowances at OH-100-2, etc. Cite effective date of present utility allowances. Explain anticipated changes in allowances or other factors which will cause a significant change in the total amount of excess utility charges during the Requested Budget Year. 1. Utility Services Surcharged: Gas Electricity Other (Specify) 2. Comments: Excess utilities charged for air conditioners. Annualized estimate - $ 1,300 Nondwelling Rent: (NOT for Section 23 Leased Housing.) Complete Item 1, specifying each space rented, to whom, and the rental terms. For example: Community Building Space - Nursery School - $50 per month, etc. Cite changes anticipated during the Requested Budget Year affecting estimated Non-dwelling Rental Income. 1. Space Rented To Whom Rental Terms 2. Comments: Previous editions are obsolete form HUD-52573 (3/95) ref Handbooks 7475.1 Page 1 of 4 Interest on General Fund Investments: State the amount of present General Fund investment and the percentage of the General Fund it represents. Explain circumstances such as increased or decreased operating reserves, dwelling rent, operating expenditures, etc., which will affect estimated average monthly total investments in the Requested Budget Year. Explain basis for distribution of interest income between housing programs. Savings $ 257,218 times 0.75% $ 1,929 Total Projected Interest $ 1,929 Other Comments On Estimates of Operating Receipts: Give comments on all other significant sources of income which will present a clear understanding of the HA's prospective Operating Receipts situation during the Requested Budget Year. For Section 23 Leased housing explain basis for estimate of utility charges to tenants. Other Income $ 2,000 Other Tenant Revenue 1,800 Capital Fund Operating Advances 85,000 Laundry Machines Income 4,200 Total $ 93,000 Operating Expenditures Summary of Staffing 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 (1): Enter the total number of positions designated with the corresponding account line symbol as shown in Column (1), form HUD-52566. Column (2) Enter the number of equivalent full-time positions allocable to HUD-aided housing in management. For example: A HA has three "A-NT" positions allocable to such housing at the rate of 80%, 70%, and 50% respectively. Thus, the equivalent full-time positions is two. (8/10 + 7/10 +5/10). Column (3) Enter the portion of total salary expense shown in Column (5) or Column (6), Form HUD-52566, allocable to HUD-aided housing in management, other than Section 23 Leased housing. Column (4) Enter the portion of total salary expense shown in Column (5) or Column (6), Form HUD-52566, allocable to Section 23 Leased Housing Management. Column (5) Enter the portion of total salary expense shown in Column (5) or Column (7), form HUD-52566, allocable to Modernization Programs (Comprehensive Improvement Assistance Program or Comprehensive Grant Program). Column (6) Enter the portion of total salary expense shown in Column (5) or Column (9), form HUD-52566, allocable to Section 8 Programs. Note: The number of equivalent full-time positions and the amount of salary expense for all positions designated "M" on Form HUD-52566 must be equitably distributed to account lines Ordinary Maintenance and Operation - Labor, Extraordinary Maintenance Work Projects, and Betterments and Additions Work Projects. HUD-Aided Management Program Salary Expense Equivalent Total Number Full-time Section 23 Leased Modernization Section 8 Account Line of Positions Positions Management Housing only Programs Program (1) (2) (3) (4) (5) (6) Administration-Nontechnical Salaries 1/ 2 2 98,750.00 - 3,000.00 Administration-Technical Salaries 1/ - - - - - Ordinary Maintenance & Operation-Labor 1 1 1 - - - Utilities-Labor 1/ Other (Specify) (Tenant Services, Legal, etc.) 1/ - - - Extraordinary Maintenance Work Projects 2/ Betterments and Additions Work Projects 2/ 1 Carry forward to the appropriate line on HUD-52564, the amount of salary expense shown in Column (3) on the corresponding line above. Carry forward to the appropriate line on HUD-52564 (Section 23 Leased Housing Budget), the amount of salary expense shown in Column (4) on the corresponding line above. 2 The amount of salary expense distributed to Extraordinary Maintenance Work Projects and to Betterments and Additions Work Projects is to be included in the cost of each individual project to be performed by the HA Staff, as shown on form HUD-52567. Previous editions are obsolete form HUD-52573 (3/95) ref Handbooks 7475.1 Page 2 of 4 Specify all proposed new positions and all present positions to be abolished in the Requested Budget Year. Cite prior HUD concurrence in proposed staffing changes or present justification for such changes. Cite prior HUD concurrence in proposed salary increases for Administration Staff or give justification and pertinent comparability information. Cite effective date for current approved wage rates (form HUD-52158) and justify all deviations from these rates. See form HUD-52566 for details. Travel, Publications, Membership Dues and Fees, Telephone and Telegraph, and Sundry: In addition to "Justification for Travel to Conventions and Meetings" shown on Form HUD-52571, give an explanation of substantial Requested Budget Year estimated increases over the PUM rate of expenditures for these accounts in the Current Budget Year. Explain basis for allocation of each element of these expenses. See form HUD-52571 for details. Utilities: Give an explanation of substantial Requested Budget Year estimated increases over the PUM rate of expenditures for each utility servive in the Current Budget Year. Describe and state estimated cost of each element of "Other Utilities Expense." Utility expenses based on current costs and anticipated increases for Requested Budget Year. Allowable utilities expense per unit month of: 94.17 . Ordinary Maintenance & Operation - Materials: Give an explanation of substantial Requested Budget Year estimated increases over the PUM rate of expenditures for materials in the Current Budget Year. Maintenance Materials $ 6,500 Total Estimated Materials $ 6,500 Ordinary Maintenance & Operation - Contract Costs: List each ordinary maintenance and operation service contracted for and give the estimated cost for each. Cite and justify new contract services proposed for the Requested Budget Year. Explain substantial Requested Budget Year increases over the PUM rate of expenditure for Contract Services in the Current Budget Year. If LHA has contract for maintenance of elevator cabs, give contract cost per cab. Misc. Contract Costs $ 5,000 Heating & Cooling 10,000 Elevator Maintenance 5,000 Landscape & Grounds 1,000 Unit Turnaround 2,500 Electrical Contract 2,000 Plumbing Contract 5,000 Contract Maintenance 50,000 Garbage Removal 1,200 Total Estimated Contract Costs $ 81,700 Previous editions are obsolete form HUD-52573 (3/95) ref Handbooks 7475.1 Page 3 of 4 Insurance: Give an explanation of substantial Requested Budget Year estimated increases in the PUM rate of expenditures for insurance over the Current Budget Year. Cite changes in coverage, premium rates, etc. Property Insurance $ 20,800 Liability Insurance 7,200 Total Estimated Insurance $ 28,000 Employee Benefit Contributions: List all Employee Benefit plans participated in. Give justification for all plans to be instituted in the Requested Budget Year for which prior HUD concurrence has not been given. FICA Contributions $ 98,750 times 7.65% $ 7,554 Retirement 11,026 Health Insurance 16,440 Total Estimated Employee Benefits $ 35,020 Collection Losses: State the number of tenants accounts receivable to be written off and the number and total amount of all accounts receivable for both present and vacated tenants as of the month in which the estimate was computed. We expect to write-off $2,500 in uncollectible accounts. Extraordinary Maintenance, Replacement of Equipment, and Betterments and Additions: Cite prior HUD approval or give justification for each nonroutine work project included in the Requested Budget and for those for future years which make up the estimate on Form HUD-52570. Justifying information incorporated on or attached to Form HUD- 52567 need not be repeated here. See form HUD 52567 for details. Contracts: List all contracts, other than those listed on page 3 of this form under Ordinary Maintenance & Operation (OMO). Cite the name of the contractor, type of contract, cost of contract, and contract period. Justification must be provided for all contract services proposed for the Requested Budget Year (RBY). Explain substantial RBY increases over the PUM rate of expenditure for these contracts in the Current Budget Year. Previous editions are obsolete form HUD-52573 (3/95) ref Handbooks 7475.1 Page 4 of 4  U.S. Department of Housing Operating Budget and Urban Development Schedule of All Positions and Salaries Office of Public and Indian Housing OMB Approval No. 2577-0026 (Exp. 10/31/2009) Name of Local Housing Authority Locality Fiscal Year End Whitefish Housing Authority 100 4th Street Whitefish, MT 59937 June 30, 2025 Present Requested Budget Year Allocation of Salaries by Program Salary Estimated Payment Position Title and Name Rate Salary No. Section 8 Other By Organizational Unit and Function As of (date) Rate Months Amount Management Modernization Development Programs Programs Longevity Method of Allocation FY 2024 FY 2025 (HO&D) (1) (1a) (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) (12) Executive Director A-NT $ 120,000 $ 70,200 12 $ 70,200 $ 43,700 $ 1,500 $ 25,000 37.5 hours per week Housing Operations Manager A-NT 54,600 56,550 12 56,550 55,050 1,500 - 37.5 hours per week Maintenance (outside contract for handyman) M 46,800 - 12 - - - - To the best of my knowledge, all the information stated herein, as well as any information provided in the accompaniment herewith, is true and accurate Executive Director or Designated Official Date 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. 3729, 3802) form HUD-52566 (3/95) ref Handbook 7475.1 Totals Page 1 of 2  U.S. Department of Housing Operating Budget and Urban Development Schedule of All Positions and Salaries Office of Public and Indian Housing OMB Approval No. 2577-0026 (Exp. 10/31/2009) Name of Local Housing Authority Locality Fiscal Year End Whitefish Housing Authority 100 4th Street Whitefish, MT 59937 June 30, 2025 Present Requested Budget Year Allocation of Salaries by Program Salary Estimated Payment Position Title and Name Rate Salary No. Section 8 Other By Organizational Unit and Function As of (date) Rate Months Amount Management Modernization Development Programs Programs Longevity Method of Allocation FY 2024 FY 2025 (HO&D) (1) (1a) (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) (12) Totals for all Categories: Total Administration-NonTechnical $ 126,750 $ 98,750 $ 3,000 $ 25,000 Total Administration-Technical Total Administration-Nontechnical: Tenant Services Total Maintenance Total Other Total Utilities Total Payroll $ 126,750 $ 98,750 $ 3,000 $ 25,000 To the best of my knowledge, all the information stated herein, as well as any information provided in the accompaniment herewith, is true and accurate Executive Director or Designated Official Date 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. 3729, 3802) form HUD-52566 (3/95) ref Handbook 7475.1 Totals Page 2 of 2 Operating Budget U.S. Department of Housing Schedule of Nonroutine Expenditures and Urban Development Office of Public and Indian Housing OMB Approval No. 2577-0026 (Exp. 10/31/2009) Public Reporting Burden for this collection of information is estimated to average 0.75 hour per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. Send comments regarding this burden estimate or any other aspect of this collection of information, including suggestions for reducing this burden, to the Reports Managenent Officer, Office of Information Policies and Systems, U.S. Department of Housing and Urban Development, Washington, D.C. 20410-3600 and to the Office of Management and Budget, Paperwork Reduction Project (2577-0026), Washington, D.C. 20503. Do not send this completed form to either of the above addressees. Local Housing Authority Locality Fiscal Year Ending 100 4th Street Whitefish Housing Authority Whitefish, MT 59937 June 30, 2025 Extraordinary Maintenance and Betterments & Additions (Excluding Equipment Additions) Equipment Requirements Percent Requested Budget Year Requested Budget Complete Work Housing Total Current Estimated Percent No. Estimated Project Description of Work Project Project Estimated Budget Expenditure Complete Description of Equipment Items Of Item Expenditure Number (List Extraordinary Maintenance and Betterments and Additions separately) Number Cost Year End In Year Year End (List Replacements and Additions seperately) Items Cost In Year (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) RA Heavy Duty Washing Machines $ 6,000 BA Off-Leash Dog Area $ 8,400 $ 8,400 100.00% 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. 3729, 3802) form HUD-52567 (3/95) ref Handbook 7475.1 Page 1 of 1 PHA Board Resolution U.S. Department of Housing OMB Approval No. 2577-0026 Approving Operating Budget and Urban Development (exp. 06/30/2022) Office of Public and Indian Housing - Real Estate Assessment Center (PIH-REAC) Public reporting burden for this collection of information is estimated to average 10 minutes per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. This agency may not collect this information, and you are not required to complete this form, unless it displays a currently 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 public housing program and provides a summary of the 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 public housing agency (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. PHA Name: Whitefish Housing Authority PHA Code: MT01500125J PHA Fiscal Year Beginning: 7/1/2024 Board Resolution Number: Acting on behalf of the Board of Commissioners of the above-named PHA as its Chairperson, I make the following certifications and agreement to the Department of Housing and Urban Development (HUD) regarding the Board's approval of (check one or more as applicable): DATE Operating Budget approved by Board resolution on: Operating Budget submitted to HUD, if applicable, on: Operating Budget revision approved by Board resolution on: Operating Budget revision submitted to HUD, if applicable, on: I certify on behalf of the above-named PHA that: 1. All statutory and regulatory requirements have been met; 2. The PHA has sufficient operating reserves to meet the working capital needs of its developments; 3. Proposed budget expenditure 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 PHA will comply with the wage rate requirement under 24 CFR 968.110(c) and (f); and 6. The PHA will comply with the requirements for access to records and audits under 24 CFR 968.110(i). I hereby certify that all the information stated within, as well as any information provided in the accompaniment herewith, if applicable, 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. 3729 and 3802) Print Board Chairperson's Name: Signature: Date: Previous editions are obsolete form HUD-52574 (06/2019)