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Capital Fund Program

Learn how to incorporate capital planning into the PHA Plan process. Discover how to maximize your capital fund, use CFP funds for new construction, and leverage these funds with other sources. Practical, interactive case studies help you learn new concepts. (1.3 CEUs)

Who Should Attend
Although traditional modernization practitioners will appreciate this seminar, it is also very relevant to senior policy makers and administrators, including executive directors and finance and other directors. This is especially true in light of the CFPs linkage to PHA Plan mission statements, strategic goals and objectives, and the program's new emphasis on mixed-finance leveraging of funds in the context of new housing development and/or major redesign strategies.

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

Agenda

1. Introduction and Overview

2. History of Progression of HUD Funded Modernization Programs

3. HUD Formula Allocation and Your Agency’s Funding Levels

4. CFP and the Agency Plan-

a. Mission and Market
b. Developing a Plan for the Plan
c. One and Five Year CFP Plans
d. Plan Submission Requirements
e. Coordinating CFP with the Agency’s Goals and Objectives
f. Physical Needs Assessments
g. Management Needs Assessments
h. Asset Management and CFP

5. Program Regulation

a. 24 CFR 903
b. Relevant PIH Notices
c. Applicable HUD Handbooks

6. Eligible Activities

a. Administration
b. Operating Budget
c. Management Improvements
d. Fees and Costs
e. Site and Dwelling Unit Improvements
f. Non Dwelling Structures and Equipment
g. Collateral and Credit Enhancement/Debt Service
h. Relocation

7. Program and Reporting Requirements

a. Annual Performance Reports
b. Labor Standards Reporting
c. Section 3 Reporting

8. Budget Revisions and Fungibilty

9. Implementation of the CFP Program

a. Procurement Requirements
b. Program and Activity Planning
c. Managing Management Improvement and Professional Service Contracts

• A/E Services
• Other Professional Service Contracts
• Management Improvement Contract

d. Managing Construction/Modernization Contracts

• Basic Rules
• Planning and Scheduling
• Pre Con Activities
• Construction Monitoring and Inspecting
• Contract Close-Outs

e. Reporting, Record keeping and Program Close-Out

10. Implementing Development Activities with CFP

a. Use of CFP Funds and Mixed Financed Projects
b. Capital Fund Financing Program
c. Energy Performance Contracting
d. Bonds and Other Loans

11. CFP ARRA Fund Requirements

a. Procurement Requirements
b. Obligation and Expenditure Deadlines
c. Priority Activities
d. Reporting Requirements

• Federal Reporting.gov
• RAMPS
• HUD



2010 Seminars - Additional Program dates and locations will be added

Dates Location Hotel Information Instructor To Register
February 1-2

NAHRO TRAINING CENTER

Neighborhood Resource Center (NRC)
815 Crosby Street
Houston, TX 77019

For more information please contact:
Linda Lemon
(713) 260-0769
March 11-12

NAHRO TRAINING CENTER

Newburgh Village
11999 Newburgh Rd.
Livonia, MI. 48150

For more information please contact:
734-591-5935
May 3-4

NAHRO TRAINING CENTER

Augusta Housing Authority

1435 Walton Way
Augusta, Georgia 30901

For more information please contact:
Amy Read (706) 312-3174
June 14-15

NAHRO Training Center

Metro West Housing Solutions

575 Union Blvd, Ste. 100
Lakewood, CO 80228

Stephanie Littleton (303) 987-7892
stelit@mwhsolutions.org

 More details WC Thorson


Tuition

Registration Type
Early Price*
Regular
Price
Last Minute
Price**
NAHRO Member
$540
$590
$720
Non-Member
$740
$790
$900
*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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