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Training Course Descriptions

Basic LIHTC Compliance
This training is designed primarily for new site managers and supervisory property managers, and is especially beneficial to those personnel who are relatively inexperienced in the tax credit program. It covers all aspects of credit relating to on site management, including the application process, rental calculation, income and eligibility verification requirements, requirements relating to tenant assets, and a full discussion of student issues. There are multiple problems designed to test the student’s retention of the course material. A calculator (battery-operated!) is required for this course.

Income Verification, Calculation & Assets
This course provides concentrated instruction over a full day on the required methodology for calculating and verifying income and assets and is applicable to all federal housing programs, including the low-income housing tax credit, tax-exempt bonds, Section 8, Section 515, HOME and Public Housing. A comprehensive discussion of employment income is a major part of the training, along with military pay, pensions/social security, self-employment income and child support. A full discussion of asset verification and calculation is included and the course concludes with multiple workshop problems. These problems test what the student has learned during the discussion phase of training and serve to reinforce HUD required techniques for the determination of income from all sources. A calculator (battery-operated) is required for this course.

Intermediate LIHTC Compliance
Designed for more experienced managers, supervisory personnel, investment asset managers, and compliance specialists, this program expands on the information covered in the Basic LIHTC Compliance Course. A more in-depth discussion of income verification issues is included as well as a discussion of minimum set-aside issues, optional fees and use of common areas. The Available Unit Rule is covered in great detail, as are the requirements for units occupied by students. Attendees will also learn the requirements relating to setting rents at a tax credit property. This course contains some practice problems, but is more discussion oriented than the Basic Course. A battery-operated calculator is required for this course.

Preparing Multifamily Projects for HUD or LIHTC Physical Inspections
The purpose of this half-day training is to assist property management in preparing for physical inspections relating to HUD, Rural Development and LIHTC Program compliance. The training provides numerous examples of noncompliance, with an emphasis on health and safety violations. A full discussion of the most common deficiencies is part of the session, and management is provided with specific tips regarding preparation for the actual inspection. The course includes a review of when an 8823 will be issued to the IRS for tax credit inspections, and all attendees are provided with a checklist to assist in preparing a property for the inspection.

Principles of Successful Site Management
This full day course provides an A-Z introduction to residential site management. The course is designed for site managers and supervisory property managers and covers management styles, recruiting and hiring of staff, affordable housing ownership entities and regulatory bodies, security and emergency procedures, basic landlord/tenant issues, unique leases and addendums for affordable housing programs, professional ethics, on-site maintenance requirements, property financial management, marketing, and leasing. The purpose of the course is to provide a broad overview of sound property management practices and principles, in order to complement the technical program expertise required of affordable housing managers.

Tax Credit Certification Training with HCCP or SHCM Exam
A battery-operated calculator is required for this course. Training will include multiple problems relating to calculation of rent, income, and assets. All testable areas of the HCCP and SHCM are covered. See below for the three-day course training agenda.

Day One: 9:00a.m. – 4:00p.m.

I. Program background
II. Role of State Housing Agency
III. Rent Calculations
IV. Determining Utility Allowances
V. Minimum Set-Aside Tests
VI. Extended Use Agreements
VII. Residential Eligibility Issues
a. Income
b. Student Status
VIII. Verification of Income
a. Employment
b. Pensions/Social Security
c. Unemployment
d. Self-employment
IX. Assets
a. $5,000 rule
b. Imputing Income
c. Discussion of most common assets
d. Two year disposition of assets rule
X. Student Rules & Exceptions
XI. Handling Recertifications
XII. Resident Transfers
XIII. Next Available Unit Rule

Day Two: 9:00a.m. – 4:00p.m.

XIV. Housing Credit Accounting Issues, Including a Review of Critical Forms
XV. Treatment of Common Area
XVI. Acquisition/Rehab Issues
XVII. Calculation of Basis and Applicable Fraction
XVIII. Impact of Federal Subsidy
XIX. Tax Exempt Bonds
XX. Qualified Allocation Plans
XXI. Deep Rent Skewing
XXII. Unit Vacancy Rule
XXIII. Property Dispositions
XXIV. Record Retention Requirements
XXV. Calculation of First Year and Annual Credits
XXVI. HOME Program and Tax Credits

Day Three: 9:00a.m. – 2:00p.m.

9:00 – 11:00 Review of Testable Areas
11:00-11:15 Break
11:15-11:30 Test Instructions
11:30-2:00 Test

Certified Professional of Occupancy (CPO) Course
The Certified Professional of Occupancy (CPO) course is a comprehensive program offered by the National Affordable Housing Management Association (NAHMA) for property management staff in affordable developments, including LIHTC. It is the only occupancy course that covers the HUD 4350.3 Handbook in its entirety, with specific handbook references cited in the margins of the course text. Each participant will receive a copy of the 4350.3 Handbook at this course. The three-day program is composed of two and a half days of instruction and a half-day exam. Participants who successfully pass the exam will receive a CPO certificate and lapel pin. All CPOs will be listed in an online national certification directory. The CPO is a requirement for NAHMA’s National Affordable Housing Professional (NAHP) certification program.

Maryland Compliance Symposium
This day and a half symposium will feature training sessions on
compliance issues for both Section 8 as well as LIHTC properties with instruction provided by a variety of local, state and nationally-renowned trainers. Special focus is provided to issues and concerns unique to managers and management supervisors with properties located in Maryland and Metro DC. The specific agenda will typically be set and posted at least 2 months prior to the event. Maryland management reps are encouraged to forward their recommendations for session topics to MAAHMA at least 6 months in advance. A Vendor Exhibition is planned to be held in conjunction with the 2016 event.

Fair Housing
This half-day course offers a complete discussion of the requirements of Federal Fair Housing law including detailed analysis of elements relating to each protected class. Examples of how to handle specific situations for each group are covered. Appropriate areas of Section 504 and ADA requirements are also covered.

Acquisition & Rehabilitation
This ½ day course provides a detailed discussion of the complex issues relating to the acquisition and rehabilitation of Tax Credit (Section 42) Properties. The course provides a detailed discussion of placed in service definitions, including the requirements for acquiring existing buildings and placing the rehab expenditures into service. The minimum expenditure test is reviewed as are the requirements for qualifying tenants in an acquisition/rehab project. Detailed information relating to the transfer of residents during rehab is provided and important IRS Form 8609 elections are covered.

Advanced LIHTC Compliance
This full day training is intended for senior management staff, developers, corporate finance officers, and others involved in decision-making with regard to how credit deals are structured. This training covers complex issues such as eligible and qualified basis, applicable fraction, credit calculation (including first year calculation), placed in service issues, rehab projects, tax exempt bonds, projects with HOME funds, Next Available Unit Rule, employee units, mixed income properties, vacant unit rule, and dealing effectively with State Agencies. This course also includes a full discussion of major IRS positions.

Management of Section 8 Projects
This full day training outlines the basic requirements of the HUD Project-Based Section 8 Program, with particular emphasis on combining the Section 8 Program with the federal Low-Income Housing Tax Credit. The training provides an overview of Section 8 Program regulations, including rent rules, resident eligibility, income restrictions, civil rights and nondiscrimination requirements, waiting list and tenant selection, occupancy and lease requirements, and recertification requirements. The session goes into detail with regard to the changes created by Change 4 to HUD Handbook 4350.3. The course includes a detailed discussion of combining Section 8 and tax credits, focusing on occupancy requirements and rents, tenant eligibility differences, handling over-income residents, and monitoring requirements. The training is designed primarily for those involved in the site management of Section 8 properties.

12th Annual WV Housing Conference
This one and a half day conference focuses on program management and compliance issues important to site and supervisory managers in West Virginia. A variety of topics are covered by local, state and nationally-renowned trainers. The agenda is typically set 5-6 months in advance of the event date with full details posted a minimum of 2-3 months in advance.

Interviewing Techniques & Skills for Affordable Housing Managers
One of the most important skills any affordable housing manager can possess is the ability to interview applicants and residents and obtain the information required to determine eligibility—this is also one of the greatest weaknesses of most affordable housing managers. This training has been developed to address that weakness. This half-day session focuses on the interview process and provides concepts and tools that will aid managers as they conduct their interviews. Techniques apply to all interview settings including initial eligibility interviews, interim certifications and annual recertifications. The primary emphasis is on the initial eligibility interview since it is so critical to the housing process. The skills taught during this session will also assist managers in detecting fraud and in dealing with third parties when resolving discrepancies.

Marketing of Affordable Properties
This full-day course discusses proven techniques for the successful marketing of affordable housing properties, including those with Low-Income Housing Tax Credits. The course covers the special concerns of tax-credit properties, such as eligible basis, minimum set-aside, maintaining the applicable fraction, and compliance with extended use agreements. Workable marketing strategies for properties of all types are discussed, including desirable amenities, energy efficiency, key elements of a successful marketing program, and special techniques for marketing affordable properties without discouraging the market renters in a mixed income property, and complying with fair housing law while marketing. The session concludes with a discussion of handling “troubled” properties.

Fall Regional Conference
This two and one-half day event will be in its 21st year in 2016 and typically attracts nearly 800 owners, site managers and supervisory managers. The agenda features a full-day compliance-intensive workshop (typically for LIHTC), an additional full day featuring 16 or more program management-related topics appropriate for Section 8, LIHTC, HOME, etc programs; and a final half-day typically focused on Section 8-specific issues. A Maintenance Workshop is scheduled concurrent to Day 2 of the Conference (requires separate registration/payment). The agenda is set 7-9 months in advance so managers/management representatives should forward topic suggestions to MAAHMA a minimum of 10-12 months in advance of the event date. Full conference details are typically posted online by mid-August. A Vendor Exhibition and Reception is held in conjunction with this event.

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