1. HOPWA TRAINING Tuesday, July 22, 2008 IHCDA Kristen Arnold-Special Needs Monitor

2. Agenda 1. New Policies 2. Applications 3. Claims 4. Client Files 5. Housing Plans 6. HOPWA Overview 7. Monitoring 8. Q&A

3. New Policies 1. Set Program Year  July 1 st -June 30 th 2. Application  1 application per client a year  Updated every time client receives services

4. Applications  Assess Client  Fill out application  Determine proper services  Obtain proper documentation  Update application  One Application per client per program year  Faxed to me  New client applications each month  Clear documented Income Verification  Not faxed to me  SS and STRMU  LT ProcessWhat I Should See

5. Client Application

6. New Claim Policies  Max 12 /year & 1/month  Claiming one month at a time  All claims are due by the 18 th of the month  Cover Page for every line item you claim  Copies of documentation

7. Excel Cover Pages

8. Claims Process  Fill out normal claim voucher  Fill out corresponding excel sheet for line items claiming  Attach documentation in order under corresponding excel sheet  Fax or email claim to me by the 18 th  Budget Limitations

9. Claims/Budget Modifications Budget limitation formulas  Administration/Total Budget Request=not exceed 7%  Housing Ratio= (ST+LT+SS)/total budget request=not be less than 60%  LT rental assistance program delivery/total amount of HOPWA rental assistance=not exceed 3%  Short Term Program Delivery/total amount of HOPWA short term assistance=not exceed 3%

10. Claims *Do not need the narrative anymore *Do not include documentation for things you are not claiming Claim Checklist ___ Completed Excel Sheet for every claim line item ___Copy of Supportive documentation for all line items ___Excel sheet and documentation in corresponding order ___Items claimed can only be for one month (the month you are claiming) ___All receipts/bills should have an account number written somewhere showing what account the money was draw from

11. Client File Checklist

12. NEW POLICIES Discussion

13. Housing Plan  Purpose  Need to be thinking about where the client will be in a year or in 21 wks after receiving assistance  Incorporating strategy into services Increase Housing Stability Create Access to Care Prevent the Risk of Homelessness

14. Housing Plan

15. Housing Plan Narrative

16. Housing Plan Housing Plan Checklist (kept in client file) ___Completed Housing Plan ___Completes Housing Plan Narrative

17. HOPWA OVERVIEW  Short Term Rent Mortgage/Utilities  Long Term Rental Assistance  Supportive Services

18. Monitoring  Will try to visit all 12 sites in the next year  Making sure changes are being implemented  Learning about your agency  Addressing Agency needs

19. HOPWA House Keeping  Last claim for 2007 turned into me by August 15 th  Questions about Annual Report forms  Barriers to serving individuals with HIV Aids  Access to care and support  Efforts to promote fair housing  Questions about presentation