Agenda: SHP Budgets A to Z
SHP-Budget Wednesday, March 24, 2010: 9am - noon

-Welcome and Over View
-General Budgeting Principles and Best Practice
-SHP Specifics
     - Program Expenditures
       - Capital Expenditures
       - Leasing
       - Supportive Services
       - Operations
          a) As separately awarded activity
          b) As part of Supportive Services

       - HMIS
       - Administration
     - Cash Match Requirements
        - Supportive services
        - HMIS
        - Operations
- LAHSA Specifics
        - Using the Budget Template
        - Making Changes
- Questions and Answers
- Wrap-Up

Agenda: Managing Fiscal Compliance Workshop
April 22, 2010: 9:00 am - 12:00 pm

- A Closer Look at Non Compliance
- Managing Compliance on a Day to Day Basis
- Tools for Managing Copliance
   - Know The Regulations
   - Know your Contract / Program
   - Policies and Procedures
- Managing the Cost Allocation Process
   - Following Cost Allocation Plan
   - Supplemental Worksheets
   - Allocating Personnel Costs
- BREAK
-Documentation
  - The Personnel Documentation Process
  - The Procurement Documentation Process
- Tools for Billing and Reporting
  - Supplemental Worksheets
- Monitoring-Managing Compliance
- Technical Assistance
- Conclusion
- Question and Answer

Agenda: SHP Cash Match and APR Completion
Thursday, May 20, 2010: 9 am - noon

1. Introduction and Welcome
   a. About today's training

2. Cash Match:
   a. Three Components of HUD SHP Cash Match
       Requiements
          i. Cash
          ii. Expenditures
          iii. Recording/Reporting

    b. Review of Suggested Tools
    c. Review OIG Audits and Our Interpretation of Their Findings
    d. Questions and Answers

3. Break

4. APR Completion:
    a) Purpose of the APR
    b) Fiscal Sections 18-21
        a. 18 - Supportive services
            i. Shelter Plus Care Program
        b. 19 - Summary of Expenditures and Sources of Cash Match
            i. Reporting Reimbursed Amounts
               1. Using the LAHSA Fiscal Spreadsheet
            ii. Eligible Cash Match Sources
        c. 20 - Capital Expenditures
        d. 21 - HMIS
            i. Detail
    c) Documentation
    d) Due Dates
    e) Questions and Answers

Agenda: SHP Invoice Preparation Workshop
Friday, June 25, 2010: 10am - noon

I.  Introduction and welcome
II.   Designing the Invoice - Building on the Budget Process
III. Standardizing Functional Expenses for Specific Programs
IV. Review of Programmatic Invoice Templates
V. Supporting Documentation - The Summary Statement of Revenue and Expenditures
VI. Submission Checklist
VII. Breakout Session: Hands on Invoice Preparation with Agency
VIII. Question and Answers

Note: Breakout Session will involve the completion of an invoice at a computer workstation. The Workshop will be limited to 10 participants.

Agenda: Understanding Cost Allocation Plan (CAP)
Thursday, July 22/August 25, 2010: 10am - noon

I. Introduction and Welcome
II. What is a CAP? (10 mints.)
III. Why is a CAP needed? (10 mints.)
IV. When is a CAP required? (10 mints.)
V. Creating a CAP (10 mints)
VI. Common components of a CAP (10 mints.)
VII. Implementing a CAP (10 10 mints.)
VIII. Suggested Tools (15 10 mints.)
IX. Question and Answer

Agenda: BUDGET PREPARATION
October 21, 2010

1. Introduction and Welcome
2. Defining the Budget Process
3. Standardizing Functional Expenses by Program
4. Review of Tools and Specific Programmatic Templates
5. Budget Modifications - When are they Necessary?
6. RFP Budget Preparation - Key to Success
7. Question and Answer