Three Trainings! One Location!
March 20, 21 & 22nd
San Antonio, Texas
Trainings provided by Nan McKay & Associates
Training Site & Room Block Located At:
Drury Plaza Hotel San Antonio North
823 North Loop 1604 East ● San Antonio, TX 78232
Rate: $106 S/D; Reservations: (210) 404-1600
“Texas NAHRO” Block Cut-Off date: March 4, 2012
The hotel provides FREE HOT QUIKSTART ® Breakfast & FREE KICKBACK with hot food and cold beverages from 5:30 – 7pm.
March 20-22, 2012 ● HCV & PH Rent Calculation
March 20-21, 2012 ● Fair Housing and Reasonable Accommodation
March 22nd, 2012 ● Affirmatively Furthering Fair Housing
Affirmatively Furthering Fair Housing:
State-funded jurisdictions, Entitlement jurisdictions, and housing authorities must affirmatively further fair housing. Fulfilling
fair housing requirements involves the Consolidated Plan, which must include an Analysis of Impediments to Fair Housing
Choice (AI).
This one-day session will provide an overview of fair housing, relevant laws and the federally-protected classes protected
under the laws. The session will help you understand how to conduct an AI, identify the impediments, the activities needed to
correct the impediments, and the documentation you need to maintain. Forms and best-practice templates will be provided for
AIs and for AFFH marketing plans.
AGENDA:
8:00
Registration
8:30
Welcome and Introductions
What is Fair Housing and What is Affirmatively Furthering Fair Housing?
Background; HUD; Department of Justice
Civil Rights Act of 1964, FHA, ADA, Section 504
Fair Housing Laws and Who is Protected under Fair Housing Laws
Summaries of the Civil Rights Act of 1964, the Fair Housing Act, the Americans with Disabilities Act, Section 504
of the Rehabilitation Act of 1973, and Reauthorization of the Violence Against Women Act (VAWA)
Federally-Protected Classes and Case Law
Reasonable Accommodation for Persons with Disabilities
Limited English Proficiency (LEP) and Language Assistance Plan
Demonstrating Compliance with AFFH
Consolidated Plan, PHA Plan, Admin Plan and ACOP
12:00
Lunch
1:00
Analysis of Impediments
Definition, Requirements, and Models
Identification of Impediments and Actions to Eliminate Impediments
Best Practices, Templates Examples
Marketing Plans for Affirmatively Furthering Fair Housing
Identifying Populations Less Likely to Apply; Advertising and Education
Documentation and Record Keeping Requirements of AFFH
Certification of Affirmatively Furthering Fair Housing
4:45
Certificates of Participation Awarded and Seminar Evaluations
5:00
End of Seminar
TEXAS NAHRO
P.O. Box 416, Olney, TX 76374
800-617-2900
Fax: 940-873-4397
Email: shelli@brazosnet.com
March 20, 21 & 22nd - San Antonio, TX
Fair Housing and Reasonable Accommodation:
This class is a comprehensive overview of all essential federal fair housing laws relevant to public housing and HCV program operations. Upon completion,
participants will leave with a better understanding of fair housing law, HUD regulations, and fair housing resources. Participants will also gain the ability to apply
the laws and regulations to PHA policies, procedures, and practices, assuring best efforts with compliance.
Topics addressed will include:
 How are reasonable accommodation requests handled at your PHA?
 Is your PHA prepared for upcoming HUD and FHEO civil rights monitoring fair housing reviews?
 Has your agency thought through possible VAWA situations and best practices?
 This course was developed to educate and support PHA staff members and administrators on fair housing issues that every PHA should be aware of and have
a plan to address. Case study activities are developed from current, real life fair housing legal actions against PHAs and through review of recent HUD VCA
agreements and PHA fair housing audits.
LEARNING OBJECTIVES: Upon completion of the Fair Housing & Reasonable Accommodation Course, using HUD regulations and guidance, you should be
able to:
 Understand how fair housing laws apply to public housing authority (PHA) admission, occupancy, and termination policies, procedures, and decision making
processes.
 This includes discussion of what discrimination means in application and the role of the PHA in the community to affirmatively further fair housing.
 This also includes a brief discussion of customer service, language use, and disability-related communication etiquette
 From practice through case study examples, apply the reasonable accommodation process at all program levels including application, occupancy, and
termination.
 Recognize the difference between HUD’s definition of "disability" as it relates to PHA eligibility, rent calculation, PIC reporting, and the Fair Housing Act’s
broader definition of disability as it relates to reasonable accommodation, by reviewing the HUD regulations and HUD/DOJ Joint Statements.
 Understand PHA legal mandates under the Violence against Women Reauthorization Act (VAWA) by reading parts of VAWA legislation and participating in
group discussions of VAWA scenarios.
 Demonstrate a working knowledge through discussion and assessment of HUD’s factors for compliance assessment under HUD’s Limited English
Proficiency (LEP) Guidance; including analysis of the four factor analysis as well as development and implementation options for Language Assistance Plans.
 Exhibit awareness of PHA issues regarding hate crimes (using DOJ resources), race, sexual harassment (using HUD’s recent guidance), disability, and
familial status discrimination (using recent news reports and HUD charges). Be aware of fair housing PHA best practice models and common PHA errors that
have resulted in lawsuits, voluntary compliance agreements, and PHA monetary loss by discussing and reading real life legal actions brought by HUD, DOJ,
and legal aid groups.
 Locate and use critical fair housing resources such as:
o HUD/DOJ Joint Statements on Reasonable Accommodations/Modifications
o HUD PIH notices on reasonable accommodation including Notice PIH 2006-13 (extended by Letter 2007-05)
o HUD guidance on sexual harassment and housing
o DOJ resources for LEP and disability rights information
o HUD regulations including Part 8 and Part 100
DAY ONE
8:00
Registration
8:30
Welcome and Introductions
8:45
Learning Objectives
Briefly identify group concerns/experiences with implementing reasonable
accommodation and fair housing issues
General Principles – Facilitated Discussion
What is Fair Housing?
What Does Discrimination Mean to PHAs?
Mission of the PHA/Assisted Housing as a Positive
Social Force
Understanding your Local Laws/Working with Advocates
Customer Service
Disability/Diversity Awareness – Attitudinal Barriers and Etiquette
10:00
Break
10:15
Background and History
Brief Introduction to the Fair Housing Act/Section 504/ADA
Fair Housing Enforcement
New Freedom Initiative
PHA Civil Rights Monitoring Reviews
11:00
Who is Disabled?
HUD Definition of Person with Disabilities
ADA Definition of Disabled for Reasonable Accommodation Verification
12:00
Lunch (on your own)
1:00
The Reasonable Accommodation Process
Notification to Applicants and Residents
Handling Requests
Documentation and Verification
Consideration of Reasonableness of Request
2:45
Break
3:00
Denial of Admission and Termination of Assistance (Evictions)
What is a “Direct Threat”?
What is a Threat to “Health and Safety”
5:00
End of Day One
DAY TWO
8:00
Live-in Aides and Medical Equipment
Definition of a Live-in Aide
Live-in Aide Screening
OIG Audits and Over-subsidization
8:30
Service Animals
Definition of a Service Animal, Verification & Fees and deposits
9:30
Break
9:45
Physical Accessibility
Fair Housing Act & Needs Assessments
10:30
Violence Against Women Act (VAWA)
Purpose of VAWA and Obligations of the PHA
Denials/Terminations Issues
Sensitivity and Issues of Confidentiality
11:15
Limited English Proficiency (LEP)
Final HUD Guidance Federal Register Notice 1/22/2007
HUD Four Factor Analysis for PHAs in LEP Planning
12:00
Lunch (on your own)
1:00
Sexual Harassment
Quid Pro Quo Sexual Harassment
Hostile Housing Environment Sexual Harassment
Familial Status
Common PHA Mistakes & Advertising
National Origin, Race, and Religious Discrimination
Steering & Hate Crimes
2:00 Program Specific Issues
HCV
Renting From a Relative, Exception Payment Standards & HCV Mobility
Counseling
Public Housing
UFAS & Turnover of Accessible Units
2:45
Break
3:00
Certificates of Participation Awarded and Exam Administered
5:00
End of Seminar
TEXAS NAHRO
P.O. Box 416, Olney, TX 76374
800-617-2900
Fax: 940-873-4397
Email: shelli@brazosnet.com
March 20, 21 & 22nd - San Antonio, TX
HCV & PH Rent Calculation:
PURPOSE: The purpose of this seminar is to teach rent calculation for both the public housing and housing choice voucher programs. The seminar has been carefully
structured for combination areas to be trained together. Final rule changes regarding EIV mandatory implementation are incorporated in this seminar.
LEARNING OUTCOMES: Upon completion of the Housing Choice Voucher (HCV) & Public Housing Rent Calculation Seminar, using HUD regulations and guidance, you
should be able to:
 Annual Income - Identify the types of income that must be included in or excluded from annual income using 24 CFR, Section 7 of the 50058, learning activities,
and narrative instruction
o Identify types of income that are included and types that are excluded from annual income, including federally mandated exclusions
o Calculate annual income including annualizing income figures, rounding, and net vs. gross income
o Determine when to impute sanctioned welfare, calculate the amount, and how to offset imputed welfare with new income
o Determine how to treat different types of income including self-employment, seasonal, sporadic, periodic payments, and lump sums
o Calculate the incremental increase for training program income and understand when to exclude that incremental increase
 Earned Income Disallowance (EID) - Calculate and track the earned income disallowance (EID) using 24 CFR, NMA’s EID worksheet, learning activities,
discussion, and narrative instruction
o Identify the three qualifying criteria to receive the EID as well as the differences in initial qualification for persons in the HCV and public housing
programs
o Calculate the incremental increase
o Identify challenges and strategies for tracking EID in both the initial exclusion period and the phase-in period
 Assets - Identify assets and calculate income from assets using 24 CFR, Section 6 of the 50058, learning activities, and narrative instruction
o Calculate the cash value, market value, and anticipated income of assets
o Calculate imputed asset income when the total cash value of assets exceeds $5000
o Identify which assets are included and which are not
o Calculate the market and cash values and the net rental income for rental property
o Identify assets disposed of for less than fair market value and calculate the amount to be imputed for two years from the date of sale
 Adjusted Income - Calculate adjusted income by correctly deducting HUD-defined allowances and expenses from annual income using 24 CFR, Section 8 of the
50058, learning activities and narrative instruction
o Identify who qualifies for the dependent and elderly/disabled allowances
o Calculate the childcare allowance, the income cap (when it applies), and identify who qualifies and what expenses qualify for the deduction
o Calculate the disability assistance expense, income cap, 3% threshold, and identify who qualifies and what expenses qualify for the deduction
o Calculate the medical expense deduction, 3% threshold, and identify who qualifies and how to set policies for what expenses qualify
o Determine how family composition effects qualifications for deductions and calculate adjusted income using the 5 major HUD deduction
 Verification - Recognize the requirements for verification of income, allowances, and expenses using the HUD verification guidebook and narrative instruction
o Discuss HUD’s verification hierarchy and how it relates to PHA practice
o Understand the importance of documentation in the verification process
o Identify the role of HUD’s EIV system and when to use it in the verification process
 Rent Calculation - Calculate rent using annual and adjusted income in learning activities using Sections 9, 10, and 12 of the 50058 as well as narrative instruction
o Calculate TTP using total monthly income, minimum rent, welfare rent, and adjusted monthly income
o Determine the role of the utility allowance and when a family would receive a utility reimbursement payment
o Demonstrate an awareness of the minimum rent range and the process for minimum rent hardship exemptions
o Calculate and identify rent methods and tenant choice of rent method for the public housing program including tenant rent, flat rent, and ceiling rents
o
o
DAY ONE
8:00
8:30
8:45
10:00
10:15
12:00
1:00
2:30
2:45
5:00
Calculate rent for the HCV program including payment standards, HAP, affordability, and family share
Calculate prorated rent for mixed families
Registration
Welcome and Introductions
Course Overview, Learning Objectives & Overview of HUD-50058 Form
Break
Annual Income
 Inclusions and Exclusions
Lunch (on your own)
Annual Income (continued)
 Earned Income Disallowance for Persons with Disabilities
Break
Assets
 Market vs. Cash Value
End of Day One
DAY TWO
8:00
Assets (continued)
 Inclusions vs. Exclusions
Adjusted Income Calculation
 Dependent Allowance
 Elderly/Disabled Allowance
 Child Care Allowance
 Disability Assistance Expenses
 Medical Expenses
10:15
Break
DAY TWO (CONTINUED)
10:30
Verification
 UIV/EIV
 Verification Hierarchy
TTP
12:30
Lunch (on your own)
1:30
Rent Calculation (Public Housing only)
 Minimum Rent
 Tenant Rent
 Utility Reimbursement Payment
 Prorated Rent
3:00
Break
3:15
Subsidy/Family Share Calculations (HCV only)
 Minimum Rent
 Payment Standard
 Rent Calculation
 Maximum Share
 Prorated Rent
5:00
End of Day Two
DAY THREE
8:00
Rent Calculation Quiz
10:15
Break
10:30
Case Studies
11:30
End of Seminar
12:30
Rent Calculation Certification Examinations (Optional: Exam fee required)
3:30
End of Exam
TEXAS NAHRO
P.O. Box 416, Olney, TX 76374
800-617-2900
Fax: 940-873-4397
Email: shelli@brazosnet.com
March 20, 21 & 22nd - San Antonio, TX
REGISTRATION FORM
(Reproduce as needed to submit a separate registration form for each participant)
Please Register the Following:
Name:
Agency:
Address:
City/State/Zip:
Telephone:
Fax:
Email:
REGISTRATION FEES:
□
HCV & PH Rent Calculation Training Only
$495.00
□
HCV & PH Rent Calculation Exam
$150.00
□
Fair Housing and Reasonable Accommodation Training only
$395.00
□
Fair Housing and Reasonable Accommodation Exam
$150.00
□
Affirmatively Furthering Fair Housing Training Only
$225.00
Payment Method: (Make Checks Payable to Texas NAHRO) - Texas NAHRO Does Not Accept American Express
Check #
Amount $
Credit Card #
Credit Card Exp. Date:
3 digit Security Code
(A $5.00 Credit Card Processing Fee will be charged for each registration)
Name as it appears on Credit Card:
Billing Address of Credit Card:
Contact Person:
City/St/Zip:
Phone #:
Cancellation and Refunds: To receive a refund of your registration fees, written notice of cancellation must be
received 30 days prior to the training; a $50 processing fee will be assessed. Cancellations received within 30 days of
the training will not be refunded. The agency can send a substitute attendee if the original registrant can’t attend. No
exceptions will be made.
For questions regarding this training, please contact the Texas NAHRO Service Office at 800-617-2900.
Mail Registration Form to: Texas NAHRO, P.O. Box 416, Olney, TX 76374 Or Fax to: 940-873-4397