HomeMy WebLinkAboutTR_Tatiana Docusign Envelope ID:5B6494CA-5348-4AB3-A1 AF-3695E01FD5D4
FINANCE DEPT. STAFF ONLY
LINE ITEM USED 283-13-5452 1346
TRAVEL REQUEST FY 26 BUDGETED $15,000.00
CITY OF WATERLOO EXPENDED YTD $0.00
THIS REQUEST $1,350.00
LEFT AFTER THIS
REQUEST $13,650.00
PATE 6/27/25
Original-Clerk/Finance Copy-Department
NAME(S)AND POSITION(S): DATE:06/24/2025
Tatiana Moore Housing Coordinator
NAME OF CLASS 1 MEETING: DESTINATION: Webinar
Nan McKay Housing Choice Voucher Specialist
DEPARTURE POINT
IF NOT WATERLOO:
DEPARTURE DATE: RETURN DATE: DATE(S) OF MEETING:
Webinar Webinar July 14-18, 2025
PURPOSE OF TRAVEL/TRAINING:
New Housing Choice Voucher (HCV) Certification Training. Upon completion of HCV Specialist, staff
will be able to explain and apply HUD regulations and guidance to determining eligibility, the intake
process, occupancy, and rent calculation in the housing choice voucher (HCV) program.
WILL TRAVEL REQUIRE ADDITIONAL PERSONNEL: X COST$
YES NO
METHOD OF TRAVEL:
N/A CITY VEHICLE NIA PRIVATE VEHICLE
N/A AIRFARE DEPARTING FROM: N/A
ESTIMATE OF COST: BUDGET LINE ITEM: 233-13-5452-1346
LODGING TAXI x GRANT REIMBURSABLE
MEALS PARKING YES NO
$1,350.00 REGISTRATION AIRFARE x REQUIRED CERTIFICATION
MILEAGE/FUEL MISCITOLLS YES NO
TOTAL FOR ALL: $ $1,350.00 TOTAL: $ 1,350.00 PER PERSON
I BELIEVE THIS TRIP SERVES A PUBLIC PURPOSE Date Approved by Finance Committee:
AND IS NECESSARY AND BENEFICIAL TO THE
CITY OF WATERLOO
7/7/2025
LeKeisha Veasle ' r
y
DEPARTMENT HEAb DATE
� Signed by:
06124/2025 � v
DATE
K:\Shared Good ies\Forms\Travel Request Form
Docusign Envelope ID:5B6494CA-5348-4AB3-A1 AF-3695E01FD5D4
HCV Specialist - July 14-18, 2025
This class Is a live web training,starting at B AM CST.
This class is updated with the new 2023-24 HOTMA Information.Any
XN.
q�restions, please reach out to sales<bnarimckaycoln.
All clauses ate subject to change.
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flick!tore for class descalfstlon and agenda
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$1,350,00 USD
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Docusign Envelope ID:5B6494CA-5348-4AB3-A1 AF-3695E01FD5D4
AGENDA
HOUSING CHOICE VOUCHER SPECIALIST WEB TRAINING
INTAKE, OCCUPANCY AND RENT CALCULATION ESSENTIALS
DAY ONE
ELIGIBILITY
8:00 Registration
8:30 Welcome and Introductions
8:45 Course Overview/Learning Outcomes
Program Components
■ Reading Regulations
Learning Activity
■ Key Program Documents
■ Fair Housing, Reasonable Accommodation, VAWA
• Learning Activity
Chapter 1 Knowledge Check
10:15 Break
10:30 Waiting List Management
■ Initial Applications
■ Organizing Waiting Lists
Preferences
Chapter 2 Knowledge Check
12:00 Lunch (on your own)
1 :00 Evaluating Eligibility
Family Type
■ Definition of Family
■ Disabled/Displaced/Elderly Families
■ Learning Activity
Social Security Numbers
Overview of Noncitizens Rule
■ Learning Activity
2:30 Break
2:45 Income Limits
■ Student Rule
• Learning Activity
Denial of Assistance
■ Screening and Eviction Rule
■ Informal Reviews
Chapter 3 Knowledge Check
5:00 End of Day One
Nan McKay & Associates Page I of 6 101-100-H - 12/1/23
Docusign Envelope ID:5B6494CA-5348-4AB3-A1 AF-3695E01FD5D4
AGENDA
HOUSING CHOICE VOUCHER SPECIALIST WEB TRAINING
INTAKE, OCCUPANCY AND RENT CALCULATION ESSENTIALS
DAY Two
OCCUPANCY (continued)
1 :00 Rent to Owner
■ Rent Reasonableness
Chapter 5 Knowledge Check
2:30 Break
2:45 Annual Activities
■ Consent Forms
■ Annual Reexaminations
• Interim Reexaminations
■ Moves
• Inspections
Chapter 6 Knowledge Check
Terminations
19 Learning Activity
Informal Hearings
Chapter 7 Knowledge Check
5:00 End of Day Two
Nan McKay &Associates Page 3 of 6 101-100-H -- 12/1/23
Docusign Envelope ID:5B6494CA-5348-4AB3-A1 AF-3695E01FD5D4
AGENDA
HOUSING CHOICE VOUCHER SPECIALIST WEB TRAINING
INTAKE, OCCUPANCY AND RENT CALCULATION ESSENTIALS
DAY FOUR
RENT CALCULATION (continued)
8:00 Assets
■ Other Assets
■ Income from Assets
■ Assets Disposed of for Less than Fair Market Value
■ Asset Lmitation
10:15 Break
10:30 Adjusted Income Calculation
• Dependent Allowance
■ Elderly/Disabled Allowance
Child Care Allowance
Disability Assistance Expenses
Medical Expenses
Hardship Exemptions
■ Permissive Deductions
12:00 Lunch (on your own)
1 :00 Verification
■ Consent Forms
■ Use of Other Programs' Income Determinations
■ Streamlining Verification of Fixed Income
■ Hierarchy of Verification Methods
2:30 Break
2:45 Calculating Income at Annual
■ SS COLA
• Steps to Calculate Income at Annual
R Example Calculations
5:00 End of Day Four
Nan ]McKay&Associates Page 5 of 6 101-100-H — 12/1/23