Utility Allowances

Dataset/Utility Allowances

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HUD Utility Schedule Model (HUSM)

(Revised Model Posted on 8/23/16)

The Office of Policy Development and Research (PD&R) has developed the HUD Utility Schedule Model to provide a consistent basis for calculating utility schedules. The current HUSM is a web application that uses correlations and regression techniques to calculate allowances for end-uses, as specified on form HUD-52667 (Allowances for Tenant-Furnished Utilities and Other Services). This version of the model is primarily based on the 2009 Residential Energy Consumption Survey¹ (RECS) dataset that is published by the Energy Information Administration (EIA) of the Department of Energy (DOE).

Updates to this version of the model include:

• “floor” and “ceiling” values for all utilities types;
• providing users the ability to generate allowance estimates based on zip code, in addition to PHA;
• updating the underlying degree-day data with the latest NOAA 30-year weather data (1981-2010);
• updates to the water usage estimates based on U.S. Geological data;
• incorporating additional green discounts (i.e., LEED and Significant Green Retrofits);
• refining the model’s heating consumption estimates;
• incorporating a factor adjustment feature;
• updating the list of Section 8 PHAs.

Guidance on selection of unit type

An instructions document has been developed to provide a step-by-step explanation on how to use the model. (updated 6/2020)

The web-based version of the HUSM is available at: www.HUDUser.gov/portal/datasets/husm/uam.html.

A Microsoft Excel-based version of the model is also available and can be downloaded here.

Current and Prior Reports on the HUSM

Summit Consulting. “Final Model Development Report.” July 2015.

Riley & Associates. “HUD Utility Model (HUSM) Rebenchmarking.” June 2013.

Riley & Associates. “HUD Utility Model (HUSM) Rebenchmarking.” December 2012.

Glazer, Jason. GARD Analytics. “Summary Report: ENERGY STAR Adjustment for HUD-52667 Spreadsheet Model” (Appendix 3 of the HUD Utility Model (HUSM) Rebenchmarking report). October 2012.

Glazer, Jason. GARD Analytics. “Summary Report: Heating and Cooling Trend Adjustment” (Appendix 2 of the HUD Utility Model (HUSM) Rebenchmarking report). August 2012.

Glazer, Jason. GARD Analytics. “Detailed Tables.” (Appendix 1 of the HUD Utility Model (HUSM) Rebenchmarking report), December 2012.

GARD Analytics. “Final Report on HUD52667 Spreadsheet Update.” February 2007.

2rw+di. “Utility Model Evaluation.” September 2005.

GARD Analytics. “Utility Allowance Model Final Report.” June 2003.

Prior HUSM and Supporting Data Analyses

Glazer, Jason. GARD Analytics. HUD Utility Schedule Model. December 2002.
Glazer, Jason. GARD Analytics. Temperature Changes. February 2003.
Glazer, Jason. GARD Analytics. Electric Heating Regress–HDDxBedroom. March 2003.
Glazer, Jason. GARD Analytics. Air Conditioning Regression-CDDxBedroom. January 2003.
2rw+di. RECS 2001 Data Revisions. February 2005.
Glazer, Jason. GARD Analytics. Heating Regressions Revised. November 2006.
Utility Model Data – 2010 Analysis. July 2010.