Certification & Training

Housing Choice Voucher Occupancy, Eligibility, Income, and Rent Calculation (HCVOEIR)


Discover the Housing Choice Voucher (HCV) program, a federal initiative aiding over 2.3 million American families the nation’s largest rental assistance program. Join us to delve into key programmatic areas: Eligibility, Income, Rent Calculation, and Occupancy. Tailored for new HCV eligibility workers, this foundational training includes the HOTMA Section 102 and 104 regulatory updates and ensures a comprehensive grasp of the most recent regulatory guidance governing the program. Explore how these regulations impact program dynamics and the operational choices available to each Public Housing Authority (PHA).  

Engage in interactive learning with case scenarios and exercises to refine your skills, ensuring program compliance, reducing errors, and steering clear of HUD findings in compliance audits.  

Successful completion fulfills a requirement for the Certified Specialist of Eligibility and Calculation – Housing Choice Voucher (CSEC-HCV) and Certified Specialist of Occupancy – Housing Choice Vouchers (CSO-HCV) certifications. Uncover more about these certifications here. Note: A certification-related exam incurs an additional fee. Embark on this learning journey to master HCV program intricacies and excel in eligibility determination with a sense of accomplishment! 


After completing this training, participants will be able to:

  • Grasp HCV program rules, policies, and the agency’s Administrative Plan importance.
  • Gain customer service perspectives for applicants, participants, and landlords in the program.
  • Accurately assess tenant selection and determine HCV eligibility, HAP payments, utility allowances and more.
  • Follow regulations and the Administrative Plan for portability, termination, reviews, and hearings.
  • Verify and calculate eligibility, income, and rent for both applicant and participant families.
  • Calculate incomes, rents at initial, interim and annual recertification.  
  • Determine when to process an interim re-examination and when to use the non-interim re-examination codes.
  • Ensure compliance with laws such as Section 504 and the Fair Housing Act, including providing reasonable accommodations.
  • Explore portability and roles of receiving and initial PHAs.
  • Adhere to federal reporting, including the 50058, to meet requirements. 
  • Explore the basics of both the short and long (full) application, along with what’s required.
  • Review types of waiting lists, HCV preference options and marketing and outreach.
  • Determine what is needed to place a household on the waiting list or notify an applicant of their ineligibility to be placed on the list.
  • Discover strategies to help you manage effective and efficient waiting lists.
  • Learn the foundational aspects of housing choice vouchers.

Who Should Attend?

  • Front line staff and HCV specialists
  • Intake specialists
  • Case managers
  • Supervisors responsible for certification/recertification
In-Person or
Virtual Classroom
In-Person: 5 Days
Online: 30 Hours