Missouri Chapter of NAHRO

Call us at 940-521-9982

Public Housing Occupancy, Eligibility, Income and Rent Calculation (PHOEIR) w/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 Training now allows participants to meet all three of the professional development requirements for NAHRO’s Public Housing Occupancy Specialist Certification, including the Ethics for Specialist module.


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.


 
Schedule:

Day 1: 9:00 AM - 12:00 PM
           1:00 PM - 4:00 PM

Day 2: 9:00 AM - 12:00 PM
           1:00 PM - 4:00 PM

Day 3:  9:00 AM - 12:00 PM
            1:00 PM - 4:00 PM

Day 4:  9:00 AM - 12:00 PM
             1:00 PM - 4:00 PM

Day 5:  – 9:00 AM - 12:00 PM
             1:00 PM - 4:00 PM - Certification Exam 

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.

NAHRO Continuing Education Units (CEU’s)

Training Completion = 3.05
Certification Exam = 0.20
Total = 3.25

Agenda:

Day 1 
8:00 - 8:30 a.m.  – Registration Sign-in 

8:30 - Noon 
– Introductions, Expectations, Objectives, Manual and Agenda, Proficiency Qualifying Assessment Examination and Housekeeping 
– Occupancy Function Overview and Self Assessment 
– The Public Housing Occupancy Cycle and Self Assessment 
– Break 
– Affirmative Outreach, Marketing and Non-Discrimination 
– Section 504, Limited English Proficiency (LEP), Violence Against Women Act (VAWA), Quality Housing and Work Responsibility Act (QHWRA), Non-Discrimination Requirements 

Noon - 1:00 p.m. – Lunch Break 

1:00 p.m. - 4:30 p.m. 
– Non-Discrimination Requirements, Affirmative Outreach and Marketing Case Study, and Self-Assessment 
– Waiting List Management and Sub-Waiting List Exercise 
– Waiting List Management, Case Study, and Self-Assessment 


Day 2
8:30 - Noon 
– The Occupancy Function and Property Management 
– The Occupancy Function and Property Management Case Study and Self-Assessment 
– Eligibility Certification: Law, Policy and Procedure and Exercises 

Noon - 1:00 p.m. – Lunch Break 

1:00 p.m. - 4:30 p.m. 
– Eligibility Certification: Law, Policy and Procedure and Case Exercises 
-- Interviewing Applicants and Residents , Exercise and Skill Practice 
– Professional Interview Techniques and Tips and Self-Assessment 
– Verification and Documentation Review 
-- Eligibility Certification: Law, Policy and Procedures: Mitigating Circumstances and Self-Assessment 


Day 3
8:30 – Noon
– Income and Rent 
– Annual Income Determination 
– Eligibility Exercises on Annual Income 
– Treatment of Assets 

Noon – 1:00 p.m  Lunch Break 

1:00 p.m 4:30 p.m.
– Treatment of Assets and Determining Income from Assets 
– Asset Calculation Exercises 
– Amounts Excluded from Annual Income 
– Annual Income Exercises: Income Counted, Excluded, and Assets


Day 4
8:30 a.m. – Noon
– Adjusted Income Statutory Deductions 
– Permissive Deductions 
– Application of Statutory Deduction Case Study 

Noon – 1:00 p.m. Lunch Break 

1:00 p.m. – 4:30 p.m. 
– Application of Statutory Deductions Exercises 
– Income Based and Minimum Rent Statutory Formula 
– Income Based and Minimum Rent Exercises 
– Ceiling rent and Flat Market Rent Requirements 
– Relation Between Rents and Utilities 


Day 5
8:30 a.m. – Noon
– Imputed Welfare and Income for Rent Calculation and Exercises
– Earned Income Disallowance (EID) Statutory Requirement 
– Earned Income Disallowance Examples and Forms 
– Earned Income Disallowance Exercises 

Noon – 1:00 p.m. Lunch Break 

1:00 p.m. – 2:30 p.m.
– Mixed Families and the Proration Rule 
– File Maintenance 
– Training Certificates to Participants
 – Briefing on Examination