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Public Housing Occupancy, Eligibility, Income and Rent Calculation Seminar and Certification Exam

This NAHRO Professional Development offering combines two seminars — revised Public Housing Occupancy and Public Housing Eligibility, Income, and Rent Calculation — into one comprehensive program. This seminar meets one of two professional development requirements for NAHRO’s Public Housing Occupancy Specialist Certification.

The overall Occupancy function, regardless of agency size, is critical to maintaining an agency’s financial assets and market viability. This seminar focuses on effective interviewing, systems and process analysis, improvement in agency policy and procedure, and accurate application of eligibility, income and rent calculation regulatory compliance. The nuts and bolts of dealing with applicant and resident eligibility, income, and rent calculations will be mastered through engaging participants in skill development and practice. Most importantly, this class will equip participants with the necessary skills to reduce errors and avoid HUD findings in compliance audits. (3.25 CEUs)

Who Should Attend

Front line staff, agency managers, property managers, and supervisors responsible for managing agency property assets, property wait lists, applications, certification and recertification tasks.

Schedule and Agenda
Monday - Friday
Registration begins at 8:00 a.m. on the first day.
Seminar runs daily from 8:30 a.m. - 4:30 p.m.
Examination: 2:30 p.m. to 4:30 p.m the last day.

Day 1:
8:30 a.m. – 4:30 p.m.
Day 2:
8:30 a.m. – 4:30 p.m.
  • Occupancy Function Overview
    Financial and Market viability under current subsidy funding formulas and Overview of a property’s Occupancy Cycle — Beginning with applications and wait list management and available apartments/units, to initial certification, lease-ups and through vacant apartment preparation.
  • Occupancy Considerations
    The role of the Admission and Continued Occupancy Plan (ACOP), areas of ACOP flexibility and agency discretion, federal lease requirements and their relationship to the overall Occupancy function, recent requirements under Violence Against Women Act (VAWA) and Limited English Proficiency (LEP).
  • Wait List Management
    Public Housing (Section 9) “A needs tested program,” non-discrimination, Fair Housing, 504 requirements, Americans with Disability Act (ADA), issues in applying Reasonable Accommodation, Preferences, and centralized and property-based waiting lists.
  • Impact of the Initial Occupancy Function on Property Management
    Income and expenses management that supports a property’s financial viability.
  • Eligibility Factors and Regulatory Requirements
    Income definitions, Family definitions, Citizen definitions, Social Security definitions and requirements, household size and agency inventory availability, criminal regulatory requirements and the Agency’s ACOP requirements, regulatory and agency applicant screening and selection definitions for applicant behavior as tenants.
  • Application Processes
    Customer friendly and convenient processes, federal regulatory requirements, informal and formal applications, interviewing skills.
  • Assessing Agency Screening and Selection Criteria, Methods and Performance
    Application screening regulatory requirements, agency discretion and policy, screening and selection criteria and procedures, Due Process and documentation.
  • Verification Keys to Ethical Occupancy Administration and Fraud Reduction
    Enterprise Income Verification (EIV), third party verifications, applicant/resident provided documentation, applicant/resident provided certification, applicant/resident file documentation and compliance, use of effective forms relevant to verification.
  • Applicant and Resident File Organization
    Documents required, consistent order of documents and organization, Quality Assurance methods.
  • Recertifications and Interim Examinations
    Admission and Continued Occupancy (ACOP) requirements, federal regulatory requirements, agency internal processes and procedures.
Day 3:
8:30 a.m. – 4:30 p.m.
Day 4:
8:30 a.m. – 4:30 p.m.
  • Public Housing as a “Needs Tested Program”
    Regulatory requirements for determining household Annual Income, income inclusions and exclusions by statute, identifying Assets as additions to Annual Income
  • Case exercises for application, skill development and practice
    Case exercises for all elements of Eligibility, Income determination and Rent calculation will include identifying required and compliance issues for Verification documentation.
  • Application of Regulatory Requirements to Determine Household Adjusted Income
    Federal statutory deductions and requirements for a household to qualify, Permissive/Optional deductions. Case exercises application.
  • The Public Housing Rent Calculation Formula
    Applying the federal rent formula correctly, dealing with utilities and Utility Allowance payments, understanding the requirements for Flat Market Rents, application of Minimum Rents and hardship requirements. Case exercises application.
  • Mixed Family and Prorated Assistance
    Clarifying and identifying Mixed families, determining household members who are eligible for assistance and those who are ineligible, verification requirements, determining the Maximum Rent, applying the Prorated Assistance formula to Mixed Families. Case exercises application.
  • Imputed Welfare Income
    Clarifying and identifying when to apply the Imputed Welfare Income rule, applying the Imputed Welfare rule. Case exercises application.
  • The Earned Income Disallowance Statute (EID)
    Understanding the EID regulatory requirements, and identifying, reviewing and accurately applying the requirement for qualifying household member(s). Examples will be provided.
Day 5:
8:30 a.m. – 4:30 p.m.
  • The Earned Income Disallowance Statute (Continued) — Case exercises — application and skill development and practice.
  • “Pulling it All Together”
    Participants will apply and work through a major case study that provides for an initial application certification, and the first year Recertification on a household.
  • Review of Key Elements of the Seminar, and Examination Preparation
  • 2:30 p.m. - 4:30 p.m. Examination Administration

Successful completion of the Seminar and Passing the Comprehensive Examination will provide participants with two of the three required educational elements to achieve the Public Housing Occupancy Specialist Certification. To learn more about the Public Housing Occupancy Certification click here.

2010 Seminars - Additional program dates and locations will be added

Date Location Hotel Instructor To Register
April 26-30 Little Rock, AR

Comfort Inn and Suites

707 Interstate 30
Little Rock, AR 72202
(501) 687-7700

NAHRO Rate: $79/night, plus taxes. Ends March 25

Veronica Bukowski
Click here to download a registration form.

 

Registration Type Early Price* Regular Price Last Minute Price**
Seminar and Exam
NAHRO Member $1215 $1255 $1385
Non-Member $1615 $1660 $1795
Seminar Only
NAHRO Member $835 $875 $1005
Non-Member $1130 $1175 $1310
Exam Only
NAHRO Member $380 $380 $380
Non-Member $485 $485 $485
*Register up to 30 days before the seminar start date and pay the early rate.
**Register less than five business days before the seminar start date and pay
the last minute rate.

 

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