Blended Programs

Format: On-Site: 1 – 1½ hours or Virtual: 90 minutes

Focus: HUD and RD are encouraging, and Owners are increasingly turning to the use of multiple funding programs to acquire and recapitalize affordable housing properties. This course provides an overview of the potential conflicts and challenges of managing such combinations. The course highlights key areas of difference among the compliance rules and processes managers encounter when owners mingle project-based Section 8, older HUD programs, Rural Development, HOME, Housing Choice Vouchers, Low Income Housing Credit, Tax-Exempt Bonds, and the Rental Assistance Demonstration (RAD) program.

Format On-Site: 6-hour Workshop or One 6-hour session or two 3-hour sessions
Focus: HUD and RD are encouraging, and Owners are increasingly turning to the use of multiple funding programs to acquire and recapitalize affordable housing properties. This session provides an in-depth review of the potential conflicts and challenges of managing such combinations and case studies to help participants think through and resolve typical problems they may encounter. The course covers more than 40 areas of difference among the compliance rules and processes managers encounter when owners mingle project-based Section 8, older HUD programs, Rural Development, HOME, Housing Choice Vouchers, Low Income Housing Credit, Tax-Exempt Bonds, and the Rental Assistance Demonstration (RAD) program.

Format: On-Site: 3 hours or Virtual: Two 90-minute sessions

Focus: An overview of the areas of difference when LIHTC, HOME, Section 8, Bond, and RD programs are blended plus a closer look at managing the differences in student eligibility rules, treatment of over-income households, and rent calculation.

Format: On-Site: 1 – 1½ hours or Virtual: 90 minutes

Focus: Every program has its own student rules - all can be confusing - both individually and when programs are combined. The webinar breaks down the rules for Section 8, LIHC, Bond, Rural Development, HOME, RAD, and other programs. A real-world practicality will be included as a sample of "Student Rule Challenges" are presented and solved throughout the course.

Format: On-Site: 1 – 1½ hours or Virtual: 90 minutes

Focus: This course reviews the methods of verifying and calculating income for the Section 8, HOME, RD, and Tax Credit programs and highlights the differences that can and will produce different income calculations for each program. Includes Gig income and New Age Assets. When appropriate, information is customized to address state-specific requirements applicable to the anticipated attendees. We will also discuss documenting the file(s) and explaining to residents why you are asking them to sign conflicting income certifications.

Format: On-Site: 1 – 1½ hours or Virtual: 90 minutes

Focus: Numerous online platforms make it possible for our residents and applicants to generate income from assets they possess such as boats and homes, and connect with customers to provide other goods or services like rides, household chores, or technology services, to name but a few. Meanwhile, assets have expanded from the sticks and bricks bank down the street and a plot of land to include cybercurrency and on-line payment, banking and fund-raising options. Finding out about and then verifying and calculating income from the gig economy and new age assets is a challenge for the property manager. And regardless of the program, neither the oversight agencies nor our rule books give us much help on how to do this. This course shows you the basics of working with these 21st century sources and doing your due diligence to help ensure that the right benefits are going to the right individuals.

Format: On-Site: 1 – 1½ hours or Virtual: 90 minutes

Focus: With so many HUD properties recapitalizing with tax credits, managers are now faced with state agency compliance audits as well as Management and Occupancy Reviews by the PBCA. This session will review the keys to a successful MOR and discuss the special issues that arise when your property is layered with tax credits. HUD’s Management and Occupancy Review (MOR) final rule and a notice establishing MOR schedules is effective 9/1/2022. Find out how it will affect your blended property.

Format: On-Site: 1 – 1½ hours or Virtual: 90 minutes

Focus: The owner informs you that she is adding a layer of tax credits to your Section 8 property to provide funds for capital improvements and modernization. “You already know how to do Section 8,” she adds. “How hard could it be?” How does the change effect your residents, your applicants, and your management practices?

Format: On-Site: 1 – 1½ hours or Virtual: 90 minutes

Focus: Whether your property is HUD, Tax Credit, RD, HOME or Bond, learn how to effectively and efficiently conduct the all-important applicant interview to ensure that assistance goes to families who are qualified and/or protect your owners credits. This course covers how to establish rapport, gain trust, and ask the right questions in the right way while ensuring a consistent scripted approach to prevent costly fair housing mistakes. Includes tips on interviewing applicants face to face, by telephone and via a virtual app and interviewing persons with various types of disabilities. Participants will apply what they are learning through in class polls on common situations they encounter.

Format: On-Site: 1 – 1½ hours or Virtual: 90 minutes

Focus: The 4350.3 Chapter 5 and Exhibit 5-1 define what is and is not income and whose income is included for all affordable housing programs. Methods of verifying and calculating, however, can and sometimes do differ from program to program and from state to state. This class takes an in-depth look at the types of earned income including methods of verifying and calculating for HUD, RD, Tax Credit and HOME. Includes Gig Income.. Mini-quizzes and case studies are included. Students will need a calculator.

Format: On-Site: 1 – 1½ hours or Virtual: 90 minutes

Focus: The 4350.3 Chapter 5 and Exhibit 5-1 defines what is considered unearned income for all affordable housing programs. Unlike other types of income, unearned income is included for all household members, regardless of their age. Methods of verifying and calculating unearned income can and sometimes do differ from program to program and from state to state. This class takes an in depth look at the various types of unearned income and how they are handled in HUD, RD, Tax Credit and HOME. Includes New Age Assets. Mini-quizzes and case studies will be included. Students will need a calculator.

Format: On-Site: 1 – 1½ hours or Virtual: 90 minutes

Focus: The 4350.3 Chapter 5 and Exhibit 5-2 define what is and is not an asset for all affordable housing programs. Methods of verifying assets and calculating income from assets, however, can and sometimes do differ from program to program and from state to state. This class takes an in depth look at the various types of assets and assets disposed of for less than fair market value including methods of verifying assets and calculating income from assets for HUD, RD, Tax Credit and HOME. Includes New Age assets. Mini-quizzes and case studies are included. Students will need a calculator.