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Public Housing Track

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(ED 101) Understanding Financial Statements*

This session provides an overview of the basic terminology used in discussing financial statements and covers the following topics: Financial reporting framework used by PHAs to account during the year (i.e., cash vs. GAAP-based transactions) Monthly financial statements provided by fee accountant or finance and how these financial statements differ from year-end financial statements Types […]

$179

(NEW) Accounting for Component Units / RAD Conversions*

Many agencies have taken steps to reposition their public housing portfolio through RAD conversions or low-income housing tax credits (LIHTC). As such, agencies also need to understand the reporting requirements for the new entities, i.e., component units that are created as a result of these transactions. This session will discuss: The major GAAP requirements for […]

$179

Developing a Cost Allocation Plan*

OMB has established cost principles for federal programs, detailed in 2 CFR §200.400.  This session defines the meaning of OMB’s term “final cost objective” and examines how costs are classified between direct and indirect costs.  For indirect costs, the session provides options to properly allocate costs to the final cost objective using appropriate costs drivers. […]

$179

Public Housing Year-End Reporting

This session will discuss year end reporting for the public housing program, focusing on financial data schedule (FDS) reporting. The following topics will be covered in this session: The reporting models allowed by HUD Proper accounting for the Operating Fund and Capital Fund programs for financial data schedule (FDS) reporting Accounting for special issues such […]

$179

Capital Fund Program

This session provides information on the Capital Fund formula and eligible uses of Capital Funds.  The following topics will be discussed: Overview of formula used by HUD to determine funding for the Capital Fund and PHA procedures to ensure proper funding Capital fund five-year planning and annual submission requirements Obligation and expenditure requirements, budget line […]

$179

Operating Budgets

HUD requires PHAs to prepare an Operating Budget for the Public Housing program.  While not required, agencies should prepare operating budgets for all programs administered by the PHA (e.g., Housing Choice Voucher, COCC, Rural Development, etc.)  In this session, we will discuss: Purpose and HUD’s requirements for the Public Housing Operating Budget Steps in preparing […]

$129

(NEW) Mod Rehab & SROs – The Forgotten Programs*

This session focuses on PHA that manage HUD’s Moderate Rehabilitation (Mod Rehab) & Single Room Occupancy (SRO) programs. The session will cover the following topics: Provide an understanding of the funding and accounting while discussing how these programs differ from the traditional HCV program; How to prepare the Budget, Requisition, and HUD’s year-end settlement form […]

$159

Asset Management & COCC

This session is for agencies that have adopted the asset management / COCC model and covers the following topics: Overview of asset management, the COCC framework, and asset management under the cost allocation model The different fee types and rates that the PHA can charge and excess cash calculation Eligible uses of COCC funds and […]

$179

Public Housing Assessment System (PHAS)

This session provides information on PHAS and additional metrics that agencies can use to monitor program performance. Specifically, this session will cover the following topics: Information on the four PHAS indicators and related sub-indicators How to calculate the PHA’s score at project and PHA-level and PHA designation Best practices for improving physical, financial, management operations, […]

$179

(ED 101) Board Meetings & Open Meetings Act (OMA)*

Board meetings are an essential part of PHA operations and each state has an approved Open Meetings Act (OMA) that agencies are required to follow.  This session discusses the Board’s role and how to prepare for and conduct a Board meeting.  The following topics will be covered in this session: Items to include in PHA […]

$129

Procurement Policy & Procedures

This session discusses HUD’s procurement guidelines and the available procurement methods with an emphasis on the small purchase and micro-purchase method. The session will also discuss common compliance issues and best practices, including best practices on how to issue clear and effective RFPs.

$179
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