Public Housing Occupancy, Eligibility, Income and Rent Calculation (PHOEIR)
Description:
Embark on a journey through the Public Housing (PH) program, a federal initiative supporting over 2.3 million American families—a cornerstone in low-income housing assistance. Join us to delve into program essentials: selection, occupancy, eligibility, income, and rent calculation. Tailored for new or newer eligibility workers, this foundational training ensures a comprehensive grasp of regulatory guidance shaping the Public Housing program.
Immerse yourself in case scenarios and exercises designed to hone your skills, fostering program compliance, error reduction, and HUD findings avoidance in compliance audits. Completion of this training satisfies a requirement for the Specialist of Occupancy-Public Housing or the Specialist of Eligibility and Calculation Certifications. Explore more about these certifications here. Note: A certification-related exam incurs an additional fee. Uncover the intricacies of the Public Housing program with us and leave with newfound confidence in program operations!
Objectives:
After completing this training, participants will be able to:
- Grasp PH program rules, policies, and agency’s Administrative Plan importance.
- View the program from the applicant and participant perspective.
- Accurately determine tenant selection, occupancy, eligibility, rent and utility allowances in accordance with regulations and the Admission and Continued Occupancy Plan (ACOP).
- Verify and determine eligibility, income and rent for both applicants and participants.
- Apply effective tools and strategies for leasing, inspections, complying with regulations and the ACOP.
- Maintain compliance with applicable laws including Section 504, the Fair Housing Act and providing reasonable accommodations.
- Comply with federal reporting requirements including the 50058.
- Explore the basics of both the short and long (full) application, along with what’s required.
- Learn about types of waiting lists and marketing outreach.
- Review the options for local Public Housing preferences.
- 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.
Who Should Attend?
- Employees determining initial and ongoing eligibility and continued occupancy for Public Housing.
- Property/Asset managers
- Supervisors and managers of employees responsible for the administration and management of occupancy and rent calculation at public housing sites.
| Modules | Topics |
|---|---|
| Module 1 – Legislative Background and the ACOP | -History. -Regulations overview. -Policies and ACOP. |
| Module 2 – Waiting Lists and Preferences | -Why Wait Lists and Types. -Open/Closing. -Preferences. -Outreach. |
| Module 3 – Applications: Screening, Placement on the List, and Denials | -Applications. -Income Limits. -Application Screening and Denial. |
| Module 4 – Managing Waiting Lists | -Analyzing and Pulling from the Waiting List. -Purging Your Waiting List. |
| Module 5 – Eligibility and Denial of Assistance | -Eligibility Factors. -Household Definitions. -Income and Eligibility Determination. -Citizenship Requirements. -Applicant Screening Requirements and Options. -VAWA. |
| Module 6 – Verification | -Verification process & Hierarchy. -Verification of Social Security Numbers. -Verification of Income, Assets, and Deductions. -Acceptable Forms of Verification. -Required Consent Forms. -Streamlining. -EIV. |
| Module 7 – Initial Occupancy | -The Occupancy Cycle. -Move-In Process (leasing). -Federal Requirements. -Agency Policies (ACOP). |
| Module 8 – The Lease and House Rules | -The Lease. -Inspection Requirements. -Obligations of the PHA and the Resident. -Over Income Rule (HOTMA 103). |
| Module 9 – Continued Occupancy Requirements | -Transfers. -Pet Policy. -Community Service Requirement -and Reports. -504 & Reasonable Accommodations. -Interims. -Annual Reviews. -HOTMA 102 and 104. -Repayment Agreements. -Lease Termination. -Grievance Procedures for Adverse Actions. -Move-Out process. |
| Module 10 – Annualizing Income | -Annual Income Data Collection and EIV. -File Documentation. -Verification of Income. -Verification Hierarchy. -Annual Income Determination. |
| Module 11 – Assets | -Identification and Treatment of Assets. -Determining Income from Assets. |
| Module 12 – Deductions/Exclusions | -Amounts Excluded from Annual Income. -Adjusted Income-Statutory Deductions (New Hardships and Phase In). -Imputed Welfare Income. |
| Module 13 – Rent Calculation and Rent Choice | -Proration of Assistance for Mixed Families. -Zero Income Families. -Income-Based and Minimum Rent (hardships). -TANF Imputed. -Flat Rent. -Utility Allowances. -Sample Rent Calculation Exercises. |
| Module 14 – Termination and Grievance Procedures | -Lease Termination. -Grievance Procedures for Adverse Actions. -Move-Out Process. |
| Module 15 – Reporting, 50058, PIC/HIP | -Creation of the HUD 50058. -PIC/HIP – Form, Types of Errors and Common Mistakes. -Reporting Rate Requirement. |
| Module 16 – Certification Exam Preparation | -Certification Information. -Preparation for the Exam. -Sample Questions. |
| Format | Length | CEUs |
| In-Person or Virtual Classroom | In-Person: 4 Days Online: 24 Hours | 2.6 CEUs |