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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 …

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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 …

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Voucher Management System (VMS)

This session will discuss the purpose and use of VMS for HCV funding. The following topics will be covered: How to access VMS Description of VMS data fields and the proper reporting of HAP costs and leasing data, highlighting new fields and fields that are frequently mis-reported VMS Review – Scope of HUD’s review and …

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Housing Choice Voucher Year End Reporting

This session will discuss financial management and reporting as well as FDS reporting.  The following topics will be covered in this session: Proper accounting for revenues and expenses Calculating restricted net position (RNP) and unrestricted net position (UNP) Accounting for special issues such as fraud and portability Reconciliation of VMS to the FDS Changes in …

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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 …

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(ED 101) Maintenance and Work Order System

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, …

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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.


Portability Billing, Reporting, and Best Practices

This session will cover the basics of portability.  Specifically, the session will cover the following topics: Family eligibility and responsibilities Initial & Receiving PHA responsibilities Portability billing Accounting for portability transactions Portability reporting (PIC, VMS, and FDS)


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 …

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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, …

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CPE Information
CPE Credit is provided by AHACPA
Learning Objective: Courses provide PHAs with an understanding of a variety of program requirements.
Who Should Attend: Housing Authority Executive Directors, Public Housing and HCV Supervisors, Finance Directors, Auditors, and other financial personnel
Program Knowledge Level / Prerequisites - ED 101 Track: Courses offered are update-level content.  No prerequisite is required.
Program Knowledge Level / Prerequisites - HCV Track: Courses offered are update-level content.  You should have a basic knowledge of the HCV Program.
Program Knowledge Level / Prerequisites - Public Housing Track: Courses offered are update-level content.  You should have a basic knowledge of the Public Housing Operating and Capital Fund programs.
Advanced Preparation: No advanced preparation is required. Attendees will be given the opportunity to download digital materials.
Instructional Method: Group Internet Based Programs, with Q&A and chat options to interact with presenters
Length/CPE Credits/Field of Study: We offer courses ranging from 1 to 3 hours.  CPE credits are based on a 50-minute hour, in accordance with the standards for the National Registry of CPE Sponsors.
Cancellation Policy: All cancellation requests must be received via email ([email protected]). Registration fees are fully refundable provided the request is received a minimum of 24 hours prior to the course start time. Individuals cancelling less than 24 hours prior to the course start time will not receive a refund, but will be provided access to the course materials and the recorded version of the course. CPE/Attendance credit is not provided for watching the recording.
Substitutions: If you are unable to attend a course you may substitute another individual or change locations without penalty. The change must be within the same calendar year. For proper CPE credit and record keeping, you must notify us in advance of any substitution or change in location.

Contact Information: For more information regarding refund, complaint, and/or program cancellation policies, please contact our office at 801-547-0809.

AHACPA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
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