Webinar – Capital Fund Program Management (#300.2)

next class to be announced • 9:00 – 12:00; 1:00 – 4:00
next class to be announced • 9:00 – 12:00; 1:00 – 4:00

COST:  $550




A thorough and comprehensive 12 hour class covering the essentials of the Capital Fund Program (CFP) and management activities, including related procurement requirements. Also covers RAD and related development funding programs. Elective class for THA Public Housing certification programs.


  • Capital Fund Regulations
    • Budget Line Items
    • Physical Needs Assessment
    • Energy Audit
    • Environmental Review Record
    • Davis Bacon Act
    • Labor Standards
    • Section 3
    • Procurement and Contract Requirements
    • Implementation of Program
    • Demolition and Disposition Transitional Funding
  • EPIC
  • RAD


NAOMI BYRNE has over 20 years of experience in the housing and non-profit industries, managing multiple types of public housing and multi-family housing programs. She has experience in all aspects of running a Housing Authority, including accounting, human resources, capital funds, development, and property management and maintenance. She also has experience rehabbing/ developing single family and multi-family using HOPE VI, LIHTC, RAD, and conventional funding sources. She has served as President of Fort Worth Housing Solutions, the Executive Director of Texarkana Housing Authority and Georgetown Housing Authority and Chief Operations Officer for the Pittsburgh, PA Housing Authority. In 2018, she formed her own consulting firm, Stinger Consulting LLC, to provide guidance and assistance to PHAs in operations and development, and provided training and consulting to PHAs nationally through contracts with national consulting firms such as Nan McKay and Associates and EJP Consulting Group, LLC, and as a Faculty Trainer with NAHRO. As of March 2020, she has joined EJP Consulting Group, LLC full-time as a Senior Associate, and her focus area is assisting PHAs to evaluate, reposition and recapitalize their Public Housing assets. Naomi has certifications in Public Housing Rent Calculation, Occupancy and Management, Housing Choice Voucher Specialist and Program Management, Certified Professional of Occupancy, Maintenance Management, Tax Credit Specialist, Public Housing Executive Management, Project Based Voucher Specialist and Section 3. Naomi joined the THA training team in 2013.


Class Resources

FY2020 Supplemental Funding Guidance
CFP Guidebook
Procurement Training Guidebook (HUD)


HUD 11 Record of Employee Interview
HUD 11SP Record of Employee Interview Spanish
HUD 4710 Semi-Annual Labor Stds Enforcement Report        HUD 4710 instructions
HUD 5369 Instr. to Bidders for Contracts.
HUD 5369-A Rep, Cert, and Other Stmts of Bidders
HUD 5369-B Instr. to Offerors Non-Construction
HUD 5369-C Cert and Rep of Offerors NonConstruction
HUD 5370 Gen Conditions of Contract for Constr
HUD 5370-C1 Gen Conditions of Contract for Constr Sec1
HUD 5370-C2 Gen Conditions of Contract for Constr Sec2
HUD 5370-EZ Gen Cond for Small Constr or Dev Contracts
HUD 5372 Construction Progress Schedule
HUD 50030 Mixed Finance Rental Term Sheet
HUD 50070 Cert for Drug Free Workplace
HUD 50071 Certification of Payments to Influence Federal Transactions
HUD 50075.1 CFP Perf and Eval Rpt
HUD 50075.2 CFP 5 Year Plan
HUD 50077-SL Certification of Plan Consistency
HUD 50077-CR Civil Rights Cert Qualified PHAs
HUD 50077-CRT-SM Civil Rights Small PHAs
HUD 50077-ST-HCV-HP Compl w Regs
HUD 51000 Schedule of Amounts for Contract Payment
HUD 51001 Periodic Estimate for Partial Payment
HUD 53001 Actual Mod Cost Certificate
Capital Fund Step by Step
CFP Checklist
28A-Sample Final Bills Paid Affidavit
28B-Sample Final Bills Paid Affidavit2
Sample Bid Opening Sign Up Sheet
Sample Bid Tabulation Sheet
Sample Checklist of Contractor Responsibility – from 7460.8 Procurement Handbook
Sample Contractor References Form
Sample Form of Bid Bond
Sample Form of Bid
Sample NonCollusive Affidavit1
Sample Noncollusive Affidavit2
Sample Notice to Proceed
Sample Preconstruction Meeting Minutes Form
SF-LLL Disclosure of Lobbying Activities
Understanding HUD Construction Forms
WH-347 Wage and Labor Certified Payroll Form     Instructions WH-347

Davis Bacon Requirements

Davis Bacon Labor Standards Desk Guide
Davis Bacon Prevailing Wage Requirements
Making Davis Bacon Work

Guidebooks and Handbooks

Federal  Labor Standards Guidebook (1344.1)
Public Housing Dev. Handbook (7417.1 Rev 1)
Procurement Handbook (7460.8)
Financial Mgt. Handbook (7475.1)         Supplement
CIAP Handbook (7485.1)
PH Mod Standards Handbook (7485.2)
Comp Grant Guidebook (7485.3 G)
LIPH Accounting Guide (7510.1)
Capital Fund Guidebook
HUD Chart of Accounts
HUD Environmental Review Guidebook
HUD Procurement Chart (adapted for Texas)
PHA Plan Desk Guide
PIC User Guide
For most recent processing guidance

Notices and Regulations

Capital Fund Final Rule 2013
PIH 2004-5 Mixed Finance w/ Op Subsidy
PIH 2007-15 Public Housing Affiliates
PIH 2012-2 Guidance on PH Op Funds
PIH 2012-32 RAD Rev 1
PIH 2012-32 RAD Rev 2
PIH 2015-01 2 CFR 200 Transition Notice
PIH 2016-18 Full CFP Flexibility
PIH-2016-13 Use of CFP Funds for Insurance Damage
PIH 2016-21 EPIC
PIH 2016-22 Environmental Reviews
PIH 2017-03 RAD Revision 3
PIH 2018-03 Transferring Operating Funds to CFP
PIH 2020-07 Covid Supp Funds


EPIC Activity Planning Module
EPIC Activity Plan FAQS
EPIC Budgets
EPIC Budget Linking
EPIC Revising a Budget 1
EPIC Revising a Budget 2
EPIC Quick Reference
EPIC Rolling 5-yr Action Plans
EPIC Users Guide

Section 3 (new regulations)

Other Guidance

CDBG Fair Labor Stds Guidance (for PHAs)
HUD Accounting Brief 6
HUD Accounting Brief 9
HUD Accounting Brief 15
Mixed Finance Procurement FAQs
Procurement Integrity Bulletin