Collection: HCV Occupancy


This is a core three-day training designed to help you meet HUD requirements for the daily case management and administration of all occupancy functions from voucher issuance and assistance through terminations.

Learning Outcomes

Upon completion of the HCV Occupancy training, using HUD regulations and guidance, you should be able to: 

  • Demonstrate knowledge of the process of voucher issuance from discussion, case study, and narrative instruction
  • Determine how subsidy standards affect voucher size
    • Discuss mandatory and optional practices for voucher issuance, extensions, and suspensions
    • Identify the family briefing requirements including oral briefing, briefing packet, and family responsibilities
  • Understand the leasing process in its entirety through narrative instruction, a hands-on learning activities, discussion, and reading
    • Discuss the mandatory and optional pieces of an owner’s lease
    • Analyze the components of the tenancy addendum
    • Discuss mandatory and optional disapproval of owner
    • Analyze the components of the HAP contract
  • Evaluate rent to owner using narrative instruction, calculation, and discussion
    • Understand the application of maximum rent at initial occupancy
    • Discuss different processes for determining rent reasonableness
  • List and define annual activities through discussion and narrative instruction
    • Determine PHA and family responsibilities regarding annual reexaminations and interim evaluations
    • Discuss how PHA policy and HUD regulations affect moves
    • Identify when inspections must occur and the mandatory pieces of these inspections
  • Analyze reasons for terminations and the informal hearing process through discussion and narrative instruction
    • Discuss the “musts” and the “mays” of termination in the HCV program
    • Understand reasons for termination of HAP payments or contracts
    • Understand reasons for informal hearings and how to conduct them
  • Demonstrate knowledge of portability, the challenges it presents, and the expectations for housing authorities on both ends of the process through narrative instruction, a learning activity, review of form 52665, and discussion
    • Identify restrictions on portability including the residency restriction and income limits
    • Determine reasons to deny portability as well as improper denials and their consequences
    • Identify and discuss the responsibilities of the family, IHA, and RHA through the portability process
    • Discuss the proper billing schedule including consequences for violation of HUD billing guidelines

Seminar #101-022

AGENDA: View the agenda
METHOD: A group-live seminar featuring PowerPoint, case studies, group discussion, course book, and Q&A
LENGTH: Three days
AUDIENCE: Occupancy specialists, HCV managers, and HCV supervisors
EXAM: The certification exam is available for $175. Select the exam during checkout or click here to view a list of certification exams available.
CREDITS:CPE units = 21, CEU units w/ exam = 1.8

Nan McKay & Associates is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
CPE Sponsor ID# 101539

AVAILABLE IN SPANISH: This seminar is available in Spanish. Agencies who request this seminar in Spanish will receive a bilingual trainer and the PowerPoint presentation for the seminar in Spanish. Contact us for more information.
Este seminario esta disponible en español. Una agencia puede pedir este seminario en español y recibirá un entrenador bilingüe y la presentación de power point será en español. Comuníquese con nuestra oficina para más información.

REGISTER: Fill out the PDF registration form and email to Or select the seminar you'd like to attend from the list of locations and dates below to order online.

By registering for and attending this training, you agree that you will not copy, share, post, or otherwise disseminate training or exam materials, including but not limited to posting on the internet, internal network, shared drive, or other publicly accessible means of access. Unauthorized distribution of NMA materials may result in the loss of your certification and/or legal action. Hotel Recommendations: Please note that these are only recommendations. We also recommend asking for the government rate when booking rooms at any hotel. Cancellations: If you are unable to attend this seminar, you may send a substitute or receive a credit toward a future seminar, to be attended within a one-year period. If you are unable to attend, you must notify NMA in writing at least 60 calendar days prior to the start date of the seminar. If you do not notify NMA in writing, you are responsible for the entire registration fee. If you cancel less than 60 days prior to the start date of this seminar, a cancellation fee of $150 will be assessed. Substitutions must be in writing on company letterhead with the seminar name, location and attendee name, and received by NMA prior to the seminar start date. NMA reserves the right to cancel a seminar at any time. If a seminar is canceled by NMA, registration fees will be refunded or credited in full. NMA is not responsible for airfare, lodging or other related expenses. Please plan ahead by purchasing refundable airfare. Retaking Exams: Exam retake options vary; call for details. You are permitted to fail an exam three times before you are required to retake the seminar. NMA reserves the right to change any policies or pricing at any time and in its sole discretion. For more information regarding refund, complaint and program cancellation policies, please contact our offices at 800.783.3100.

We don't have this session currently on the calendar but if you would like to schedule a training for your agency, please contact