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The session outlines the tool set, including sample financial policies and procedures (34 examples), an operating budget template, and resources such as budget policies, checklists, partial board report examples, and financial dashboards with suggested indicators for key programs. 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This session provides an overview of the financial management tools that have been developed and are available as part of this training.  \nSlide 2: Module 10 Topics  \nIn this session, we will provide a description of the financial management tools shown on this slide, suggestions on how to use the tools, and the location on where to download the tools.  \nSlide 3: (Section Break) Financial Management Tools  \n[No script for this slide] .  \nSlide 4: Financial Management Tools  \nAlong with the PowerPoint slides, other useful resources have been developed and are available as part of the training. Specifically,  \n• A set of sample financial policies and procedures have been developed and can be modified to suit each PHA’s situation. There are a total of 34 example policies and procedures that are available.  \n• Many PHAs already have operating budget templates but for those who do, an example is provided. In addition to the operating budget, a sample budget policy and a checklist of the supporting information that should be provided with the operating budget is also available.  \n• Partial board report example and financial dashboards with suggested indicators and metrics for the Operating Fund, Capital Fund, and the HCV programs is also available.  \n• Lastly, example procurements for procuring an audit, a fee accountant, banking services, and insurance have been developed.  \nSlide 5: Financial Management Tools (continued)  \nPHAs are required to have an operating budget, a comprehensive list of financial policies and procedures, and to follow procurement regulations. While HUD has provided these tools as part of this training, the use of these tools by PHAs is not required. They are provided to simply aid PHAs in financial management.  \nIn fact, most housing authorities may already have similar tools. Where PHAs already have similar tools, the PHAs may still find it useful to review the tools provided by HUD and determine whether the PHA’s policies or tools should be modified to reflect the information provided as part of this training.  \nThe tools provided represent what HUD considers to be best practices. The use of the tools will greatly improve the likelihood of a PHA’s compliance with HUD regulations and improve the PHA’s internal controlsand financial performance. However, it should be noted that the use of these tools does not guarantee compliance in every aspect of financial management.  \nSlide 6: Financial Management Tools: Sample Financial Policies & Procedures  \nThe table below provides the list of 34 financial policies and procedures that are available to PHAs. Each policy has been created as a separate Microsoft Word or Excel file that can be easily modified.  \nThis list reflects policies that most PHAs that administer both the public housing and the HCV should have irrespective of PHA size. Some of the policies and procedures are program specific, such as housing assistance payment (HAP) processing policy which would only be applicable to the HCV program and some policies such as maintenance inventory which would only apply to PHAs that manage public housing, rural housing or other similar programs.  \nSlide 7: Financial Management Tools: Sample Financial Policies & Procedures (continued)  \nPHAs should review the list of policies provided against their current policies and procedures and determine if there are policies the PHA may not have or that may need to be updated.  \nAlong with the sample policies and procedures is a handout which shows the risk level of all policies. Policies are considered high, moderate, and low risk based on discussions with HUD’s field offices, auditors, and fee accountants. The risk ranking can be used as a starting point for PHAs to prioritize which policies and procedures to first ","cbCaia6piFQwcJhn","https://ap.wps.com/l/cbCaia6piFQwcJhn","pdf",127984,6,"English","# Module 10: Introduction\n## Module 10 Topics\n## Financial Management Tools\n## Financial Management Tools (continued)\n## Financial Management Tools: Sample Financial Policies & Procedures\n## Financial Management Tools: Operating Budget Template","[{\"question\":\"What is the purpose of Module 10 in the PHA financial management training?\",\"answer\":\"Module 10 provides an overview of financial management tools available for PHAs and explains how these tools can support stronger internal controls and financial performance.\"},{\"question\":\"What types of resources are included in the financial management tools package?\",\"answer\":\"The package includes sample financial policies and procedures, an operating budget template, risk-level handouts, partial board report examples, financial dashboards, and example procurements for common professional and service needs.\"},{\"question\":\"Are PHAs required to use the tools provided by HUD?\",\"answer\":\"Use of the tools is not required. They are provided to help PHAs review and potentially modify their existing policies and tools to reflect HUD best practices.\"}]","Financial Management Tools - Module 10 - Introduction | PDF",1789194375]