Course Descriptions
NAHMA National Designation Courses
(These courses meet the requirements for the NAHP Designation)
Fair Housing Course (FHC)
The Fair Housing Compliance (FHC) course is a comprehensive program offered by the National Affordable Housing Management Association (NAHMA) for property management staff . NAHMA’s Fair Housing Compliance course trains management staff to understand complex fair housing regulations. Each participant will receive a copy of the NAHMA Fair Housing manual. The two-day program is composed of one-day of instruction with a review on the second day and a
two-hour exam. Individuals must pass this exam to obtain the FHC designation. The FHC is a requirement for NAHMA’s National Affordable Housing Professional (NAHP) certification program. All participants who successfully complete the course will receive a FHC certificate and pin, and be listed in NAHMA’s Online Credential Directory.
Certified Professional of Occupancy (CPO)
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 properties with HUD subsidies. It is the only occupancy course that covers the HUD 4350.3 Rev -1, Change 2 handbook in its entirety, with specific handbook references cited in the margins of the course text. Each participant will receive a copy of the HUD 4350.3
Rev – 1, Change 2 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 annual, national certification directory. The CPO is a requirement for NAHMA’s National Affordable Housing Professional (NAHP®) certification program. Fees and reasonable expenses for the course are an approved project expense. It is recommended that course attendees have a basic knowledge of the HUD 4350.3 Rev – 1, Change 2 Handbook prior to registration.
The Specialist in Housing Credit Management® (SHCM®) certification has been developed by the National Affordable Housing Management Association (NAHMA) especially for management professionals involved with properties developed and operated under the Low Income Housing Tax Credit (LIHTC) program. The SHCM is designed by management professionals for management professionals to ensure they have attained the knowledge, experience and competence required to excel in the housing credit property management industry.
NEAHMA LIHTC Trainings
Basic Tax Credit (This course is recommended by NEAHMA as an excellent pre-cursor to the SHCM 1 1/2 Day Prep Course).
This training will provide participants with an overview of the Tax Credit Program. We will explore the governing rules, the role of the owner, investor(s) and state agency, key terms including, but not limited to, the building identification number (BIN), eligible basis, the minimum set aside, target fraction, applicable fraction, qualified basis, placed in service, as well as discuss issues relating to income limits, maximum gross rent, student status, and determining gross annual income. We will also discuss rules specific to the tax credit program, including the vacant unit rule and the next available unit rule, and what a monitoring agency expects from owners regarding documenting the eligibility of residents.
SHCM 1 1/2 Day Prep Course
One and a half days of training (totaling 12 hours oftraining) highlighting the major areas of the Low Income Housing Tax Credit Program. The course will cover Program Regulations, Unit Eligibility and Certification, Recertification, Documentation & Recordkeeping as well as Monitoring and Reporting Compliance. During the course of this program you will find that all of the testable subject areas found on the NAHMA, Specialist in Housing Credit Management (SHCM) Certification examination will be covered. We will offer the SHCM exam (optional) the afternoon of day two.
LIHTC File Audit
The focus of this training will be on what monitoring agencies look for when they come out and do file audits for LIHTC (low-income housing tax credit) sites. The class will begin with a discussion of the information monitoring agencies request prior to coming to do the audit, including a list of units by BIN (with move-out/move-in dates of each unit) and the regulatory agreement. We will then focus on file organization and proper documentation of income and student status eligibility. We will discuss how to self-audit and when to begin this process. Students will work both in small groups and independently to audit sample files. Emphasis will be placed on issues that monitoring agencies often focus on, including incomplete applications, recertification updates, inadequate child support documentation, inaccurate income calculations, inconsistencies within a verification, failure to maximize anticipated income, late verifications and TICs signed after leases.
Calculating Gross Income For Tax Credit Sites
This is an important workshop for anyone who manages a tax credit site or who is responsible for the calculation of gross income at move-in or recertification at a tax credit site. The focus of this training will be on the LIHTC requirement to maximize anticipated income and what that means when you are calculating gross income. Emphasis will be placed on the importance of the 4350.3 REV-1, documentation, and making sure that there are no inconsistencies in your verifications. Significant time will be spent on how to read employment verifications, pay stubs, and work number verifications. Case studies will be used and participants will be required to calculate earned and unearned income.
NEAHMA Occupancy Courses
Assets 101 (Beginner)
This session provides a comprehensive overview of understanding assets. What is and is Not an Asset, Fair Market Value and Cash Value, Accurately Computing Cash Value of Assets, Imputed Income: What it is and When to Compute It, Divestiture of Assets.
Assets 201(Advanced Understanding of Assets)
This session will focus on certain asset inclusions and how to correctly compute them. Trusts, Annuities, Real Estate as an Asset, Mutual Funds, Stocks, Jointly Owned Assets. This class will focus heavily on case studies and exercises used as teaching points for participants. Attendees will receive excerpted materials Included is Exh. 5-2 of the 4350.3 as well as sample worksheets. This class includes exercises on correct understand and calculation of assets. Attendees will receive excerpted material from the 4350.3.as well as HUD’s RHIIP Manual.
Allowances and Deductions 101:
Overview of the Five Deductions: Dependent Deduction, Child Care Deduction, Disability Expenses Deduction, Medical
Expenses Deduction, Elderly Family Deduction, HUD’s Revised Change 2 Exhibit 5-3: Medical Expenses, Keys to Correct Understanding and Calculation for each deduction, Chart of Who Qualifies for each Deduction Exercises.
Allowances and Deductions 201:
The caps on child care expenses, Computing both disability and medical expenses, HUD’s Revised Change 2 on Computing Medical Expenses, Verification of Deductions, Key Questions to Ask on Verifications to be in compliance with Change 2, Case Studies and Exercises.
Annual Income 101
Exhibit 5 –1 of the 4350.3, Annual Income Inclusions, Exclusion Caps, Appendix 3: Verification of Annual Income, Annual Income Checklist, Whose Income is Included. Projecting Income Amounts, HUD Methods of Annualizing Income: Regular Employment Income, Sporadic Employment Income, Alimony and Child Support: when to include. Annualizing Unearned Income Amounts, unemployment, Social Security, SSI, Exercises.
Annual Income 201
Adjustments to Annual Income after Prior Overpayments, Lump Sum Payments Included as Annual Income: Delays in Income versus Disputes income, Calculating Annual Income from Real Estate: Allowable Deductions, Calculating Income from a Business, HUD-permissible expenses from operating a business, Anticipated Increases in Employment Income, Income from Training Programs, Zero Income, Exercises and Case Studies.
Basic Occupancy Course
This workshop will explain regulations as governed by the 4350.3 Occupancy Handbook and provide a thorough overview of the HUD housing programs. The program will cover relevant topics and regulations for on -site staff and establish a solid foundation for material covered more thoroughly during NAHMA’s “Certified Professional of Occupancy (CPO)” course. Attendees should plan to bring a 4350.3 rev-1 Handbook with them if possible and a calculator is helpful, but not necessary. *This is a recommended course by NEAHMA as an excellent pre-cursor to the CPO Course.
TRACS 202c/iMAX
An overview of what YOU need to know…to be compliant for TRACS 202c/ iMAX such as collection of race and ethnicity data for each household member, new dependent codes, new disaster codes, new eligibility codes, calculation rules, new 50059 and new 52670.
EIV, MAWASS/Secure Connection and
EIV (Enterprise Income Verification)
This class will be for Owners and Agents, Coordinators and Users that DO NOT HAVE access to WASS Are you new to the property management field? Have you recently acquired new properties and/or new employees? Are you confused, verwhelmed or just never found the time to completely setup your current sites with coordinator and user access to HUDS’ WASS Secure system? This class is designed for the new user who will make it happen for their company or properties!
NEAHMA Maintenance Trainings
Budget Preparation Workshops
The first session will provide you with an overview of the tools you need to prepare a zero-based budget for an on-going entity or a property that has reached sustaining occupancy for at least one year. We will discuss the purpose, timeframe and resources available to you in preparing your annual operating budget. The first half of the session assumes you have access to the tools and resources you need to complete the program; the afternoon class will focus on how to create or gather the material, if you don’t already know how to do so. The second half of the day’s session will show you how to compile the valuable materials and resources you need to prepare the operating budget. Success is achieved through details. The budget is a major working tool used to implement strategies to make the owners goals a reality, while ensuring the quality of life for the residents and the community you manage.
New Lead Paint EPA/HUD Rule
This curriculum was developed by HUD and the EPA specifically for maintenance, administrative staff and Contractors; that may conduct routine maintenance and repairs on surfaces that contain lead-based paint. HUD requires this training for all pre-1978 properties that receive any Federal assistance or funding. The course also includes activities and exercises to help you identify methods of reducing the amount of dust you create, and containing and cleaning up the dust you created. *This training will become mandatory for all contractors beginning 2010!
Maintenance FHC
This workshop will provide an overview of fair housing laws and all protected classes, but the focus on the training will be residents with disabilities and topics that relate directly to maintenance and custodial staff. Focusing on assisting resident and their requests.
REAC
This workshop covers a short history of REAC and UPCS (Uniform Physical Condition Standards), property areas covered by UPCS and UPCS scoring system. Including short and long term preparation for inspection, explanation of what to do on inspection day and recent REAC/Industry communications.