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 […]

OMB has established cost principles for federal programs, detailed in 2 CFR §200.400.  This session examines how costs are classified between direct and indirect costs and the options for appropriately allocating costs between programs. Topics covered in this session include: Classifying direct and indirect costs Allocating direct and indirect costs Time and activity reporting This […]

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 […]

** Course Date To Be Announced ** 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 indicators and related sub-indicators. How to calculate the PHA’s score at project and PHA-level and PHA designation. Best practices […]

This session will discuss year end reporting for the public housing program.  The following topics will be covered in this session: Proper accounting for the Operating Fund and Capital Fund programs for financial data schedule (FDS) reporting Accounting for special issues such as pension and Other Post Employment Benefits (OPEBs), RAD conversion, etc. Discuss proper […]

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, best practices, and special rules for the procurement of legal services and banking institutions.

This session discusses the importance of the control environment and how to evaluate and implement effective internal controls for your PHA.  We will also review the financial policies and procedures that most PHAs should have and how to tailor the policy to your specific PHA. This session is offered in both the Public Housing and […]

This session will discuss strategies for an effective project maintenance and work order system.  The session will cover the following topics: Project-based management goals and responsibilities, including work order metrics Work Order System – Types of maintenance work orders, work order scheduling, and managing vacant unit turnaround Best Practices for Other Maintenance Tasks – Purchase […]

This session is focused on eligible uses of the Operating Fund program and Calendar Year 2022 Operating Fund grant submission process.  This session is particularly timely because the Operating Fund portal will be available to PHAs from February 1st to February 14th to submit their PHA forms (52723 and 52722 Excel tools) for CY 2022.  […]

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 […]