The Capital Fund Program is one of the most important - and most technical - funding streams in public housing administration. This course will give participants a complete understanding of the Capital Fund Program lifecycle - from understanding how funding is generated and its eligible uses to planning, budgeting, EPIC reporting, grant tracking, closeout, and audit readiness.

It will also walk participants through the planning framework behind successful Capital Fund administration, including the Five-Year Action Plan, annual planning requirements, physical needs assessments, energy audits, spending strategies, and long-term capital prioritization. Implementation topics such as obligation and expenditure requirements, grant management in EPIC, reporting expectations, documentation, internal tracking, closeout, and common compliance risks will be discussed.

Designed to be both foundational and practical, this course helps agencies connect capital planning, finance, compliance, and day-to-day operations - so Capital Fund dollars are planned effectively, spent correctly, tracked accurately, and defended with confidence.

By the end of this course, participants should be able to:

• Explain the purpose of the Capital Fund Program, where the funding comes from, and how annual grant amounts are determined.
• Identify eligible and ineligible uses of Capital Fund Program dollars, including key compliance boundaries that affect spending decisions.
• Understand the planning framework behind the program, including Five-Year Action Plans, annual planning requirements, physical needs assessments, and energy audits.
• Build stronger connections between capital planning, budgeting, and operational priorities within a public housing agency.
• Describe core grant administration requirements, including obligation and expenditure expectations, internal tracking, documentation, and audit readiness.
• Navigate the major reporting and grant management functions tied to the EPIC system, including ongoing administration and closeout responsibilities.
• Recognize common Capital Fund compliance risks, outdated practices, and current program updates that affect administration today.

This class is great for: Executive Directors, Modernization Coordinators, Public Housing Property Managers, Finance Staff, Compliance Staff, and other PHA personnel involved in planning, administering, tracking, or overseeing Capital Fund Program grants