1. Public Housing’s Mission Statement To ensure safe, decent, and affordable housing; create opportunities for residents’ self-sufficiency and economic independence; and assure fiscal integrity by all program participants.

2. In order to achieve this mission, we will strive to: Recognize the residents of as our ultimate customer; Improve PHA management and service delivery efforts through oversight, assistance, and selective intervention by highly skilled, diagnostic, and results-oriented field personnel; Seek problem-solving partnerships with PHAs, residents, communities, and government leadership.

3. In order to achieve this mission, we will strive to Cont’d Act as an agent for change when performance is unacceptable and we judge that local leadership is not acceptable or committed to improvement; Efficiently apply limited HUD resources by using assessment techniques to focus our oversight efforts.

4. Public Housing Authority Mission Statement PHA 5-Year and Annual Plan – HUD-50075 – Section 5.1 State the PHA’s Mission for serving the needs of low-income, very low income, and extremely low income families in the PHA’s jurisdiction for the next five years.

5. Let’s Make a Difference in 2013!!

6. Fiscal Year 2013 Office of Public and Indian Housing Goals: Maximize Voucher Utilization and Public Housing Occupancy Recover and Sustain Public Housing Authorities Know PHA Financial Position Ensure Housing Quality and Maintain Affordable Housing Inventory Support Each Other and Strengthen the Team

7. Maximize Voucher Utilization and Public Housing Occupancy Public Housing staff will be reviewing your HCV Utilization Tools and working with you to increase your utilization. We will be reviewing Public Housing reports pulled from PIC at the end of each month. We will look at each and every unit. Please ensure that your units are properly coded in PIC.

8. Recover and Sustain Public Housing Authorities We will continue using the Public Housing Authority Recovery and Sustainability (PHARS) process for both PHAS and SEMAP Troubled PHAs. New procedures are now in place for us to use the PHARS process with all Substandard PHAS and SEMAP PHAs. We will also use the PHARS process on Near Troubled PHAs.

9. Know PHA Financial Position This is a new goal! We will be asking for and reviewing your financials. This information will be used to determine the liquidity of your PHA. Since this is a new goal, we are not sure of the frequency of this requirement. At this time we are suggesting that you have this information available on a monthly basis.

10. Ensure Housing Quality and Maintain Affordable Housing Inventory Staff will be reviewing PASS data to monitor public housing physical quality. The Demo/Dispo application process is being redesigned. HUD will be working towards preserving the affordable housing inventory. Staff will be monitoring HQS indicators Lead Based Paint compliance is being added to the voucher program.

11. Support Each Other and Strengthen the Team While this goal is primarily for HUD staff, these are areas everyone should be focusing on: Integrity Ethical Behavior Recognition Accountability Collaboration Team Building Training Open Communications Employee Assessments

12. Portfolio Management What is it?  It is a focused approach to regulating the performance of PHAs;  It is information based and analytic;  It is goal oriented.

13. PM Continued Goals of Portfolio Management?  Improve Public Housing and Housing Choice performance;  Maintain and enhance PHA viability;  Maximize the impact of HUD programs and monitoring funds  Prevent PHAs from becoming troubled/failing.

14. Why do we need it and why do we need it now? Reason #1: Every unit is needed! Reason #2: Scandalous headlines!! Reason #3: Doing more with less!!! Reason #4: Managing the workload!!!!

15. Portfolio Management Tool (PMT) Excel-based, Field Office-deployed Tool; FO Guidebook defining the numbers and fields and assuring reliability; Accountability for results through our Network Structure.

16. PMT Data Sources PH Occupancy –IMS/PIC Development Detail Report –IMS/PIC Aging Report –IMS/PIC Unit Universe Report –Risk Assessment Dashboard –FO unit status approval log Compliance –CCM or FO Monitoring Log –ARCATS –IPA Audit Report –OIG Audit Tracking Log –EIV Risk Assessment –Risk Assessment – FO –Risk Assessment Dashboard Vouchers, PB and VASH –HCV Utilization Report –VMS – “VMS Data Collection Report” –Master VASH –Subsidy Layering Review Log –Opt Out Tracking Finance –FDS FASS Module Grants/Investments –“All FY98 to Present Grants” file on IMS/PIC data page –ARRA Weekly Reports library on Recovery Act Fund SharePoint site –LOCCS –CFRG/CFRC Logs –ROSS Grant Log –Green Retrofits/EPC Tracking Log Governance –IMS/PIC (Development Detail Report, Aging Report) –HHQ-OFO –HCV Utilization Report –Master VASH report from HCV Optimization SharePoint site –Quarterly PHAS Report from REAC –GDA Tracking Report –PHA Plan Log Radar –HCV Utilization Report –VMS –HCV Optimization Report –PH Occupancy 16

17. Questions??