All times listed are in Eastern time unless indicated otherwise.
This session targets the financial responsibilities associated with the Family Self-Sufficiency (FSS) Program. Topics to be covered include: Eligible uses of FSS funds (FSS Coordinator grant & FSS escrow forfeitures) Accounting for FSS coordinator grants, escrow account balances, and FSS forfeitures New financial reporting requirements for the Financial Data Schedule (FDS) related to the FSS Final Rule […]
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 […]
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 […]
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) Operating Fund Portal – PH Operating Fund* […]
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 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, […]