All times listed are in Eastern time unless indicated otherwise.
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. The […]
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 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 will provide 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 […]
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.
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 […]
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 that administer the Public Housing and Housing Choice Voucher program must be familiar with several HUD systems. This session provides information on the purpose of the following systems, PHA responsibilities, and the general reporting deadlines. Inventory Management System PIH Information Center (IMS/PIC) Modules Enterprise Income Verification (EIV) EPIC System – Capital Fund Program* Operating […]
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. The session will cover the following topics: Project-based management goals […]
This session is focused on eligible uses of the Operating Fund program and the Calendar Year 2023 grant submission process in PIH Notice 2022-36. The following topics will be covered in this session: Eligible activities that can be charged to the Operating Fund Operating Fund processing, including walk through of the Operating Fund portal and […]
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. […]