All times listed are in Eastern time unless indicated otherwise.
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 […]
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 […]
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 […]
This session discusses strategies for an effective project maintenance and work order system. The session is focused on how a PHA should be managing and monitoring maintenance and will benefit senior management, project managers, maintenance leads and other agency personnel whose duties deal with maintenance. Topics to be covered include: Project-based management goals and responsibilities, […]
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.
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 […]
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, […]
PHAs are required to submit their Capital Fund Program 5-Year Action Plans and budgets to HUD’s Energy and Performance Information Center (EPIC) system and to report on the planned activities funded from Capital Fund grants. This session will walk the PHA through the EPIC reporting requirements. Topics to be covered include: Submission of the ACC […]
This session will assist the PHA in preparing for their annual audit. Topics to be covered include: Client preparations of schedule and other client-prepared documents required by auditors. Common areas of interest to auditors. Processes to facilitate a quick and effective audit and minimize REAC annual reporting delays and comments. Update on GASB standards that […]
This session provides information on the activities that are allowed to be charged against the Operating Fund, Capital Fund, and Housing Choice Voucher programs and discusses overall eligible costs, including cost allocation guidelines as determined by OMB. * This webinar is focused on the eligible uses of funds for HUD’s major PH and HCV programs. […]
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 […]