New England Affordable Housing Management Association

Basic Tax Credit- Providence, RI
2017-04-27 08:00 - 16:00 (America/New_York) | Centerdale Manor, 2074 Smith Street, North Providence, RI, 02911, United States
REGISTER HERE

Basic Tax Credit
This course is designed for beginner level tax credit managers. It is a great pre-cursor to the SHCM prep course as well as the advanced level tax credit course being held later in 2017..
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.
Please bring a calculator.

TRACS 101-Worcester, MA
2017-04-26 08:00 - 16:00 | Coes Pond Village, 39 First Street, Worcester, MA, 01602, United States
REGISTER HERE
TRACS 101 Beginner
This training will provide participants with a practical approach to the TRACS system, including TRACS compliance, best practice recommendations and basic troubleshooting tips. An introduction will provide an overview of HUD’s Tenant Rental Assistance Certification System, including a discussion of the Monthly Activity Transmission, commonly referred to as the MAT. Next, we will take an in depth look at Tenant and Voucher MAT record types as well as discuss MAT record format requirements. We will review MAT error messages and discuss tips and tricks for resolving TRACS errors, which will include a review of MAT transmission protocols as well as a recommended TRACS monthly workflow. Finally, we will take an in depth look at the Internet applications provided by the Tenant Rental Assistance Certification System.

Reasonable Accommodations-Quincy, MA
2017-04-25 08:00 - 16:00 | The Moorings at Squantum Garden, The Moorings at Squantum Garden, Quincy, 02171, United States
REGISTER HERE
Presenter: Deb Piltch
Reasonable Accommodations:
This training will examine Federal requirements to provide persons with disabilities reasonable accommodation throughout the occupancy cycle. It will shed light on the confusion regarding what a housing provider’s legal obligations are in the area of reasonable accommodation.
We will also discuss how state and local law may have an impact on a site’s obligation as well.
• Morning Presentation:
What is the legal framework (statues, regulations, federal guidance) for reasonable accommodation/physical modification, what is a reasonable accommodation, what are the limits on providing an accommodation/modification, when can a housing provider deny a reasonable accommodation/modification, what must a housing provider do if a requested accommodation is denied, who can request an accommodation/modification and what can/can’t a housing provider ask/verify when a request is made.
• Afternoon Presentation:
We will explore how to analyze specific common requests for reasonable accommodations/modifications throughout the occupancy cycle including, but not limited to, assistance animals, live-in aides, physical modifications and transfers. Case studies will be provided and specific guidance contained in the 4350.3 Rev-1 will be explored.

Communicating Effectively NEAHMA Webinar
2017-04-19 10:00 - 11:30
REGISTER HERE

Presenter- Gwen Volk, In Focus
Communication is a skill and an art – especially when it comes to having to communicate complicated issues (“My EIV report said what?”), lease violations (“What do you mean I can’t hang a deer in my apartment?”), safety concerns (“Why can’t I use my blow dryer to defrost my refrigerator? That’s how my mom taught me.”), and delicate situations (“My boyfriend does not live here – he just visits every night.”) to the resident of an affordable housing property. With tips on how to show empathy, keep your cool, stick to the facts, and listen, participants will learn how to come out an ally instead of an adversary to those residents that have a “banana” in their ear.

Basic Occupancy Course-Wethersfield, CT
2017-04-13 09:00 - 16:00 | First Church Village, 117 Wells Road, Wethersfield, CT, 01609, United States
REGISTER HERE
This is a recommended course by NEAHMA as an excellent pre-cursor to the CPO Course
Trainer: Deb Piltch, Piltch Associates
Who Should attend this Workshop?
New staff in a variety of positions at HUD assisted affordable housing programs.
Housing staff needing a refresher or update on the 4350.3 rev-1 Handbook.
Management staff wanting a one-day preparatory for the more in –depth Certified Professional of Occupancy (CPO) 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.
Course Outline
Overview of HUD Programs
The Application and Eligibility Determination Process
Maintaining the Wait List. Organizing, Updating, Opening/Closing the List
Verification of Information: HUD’s requirements
Overview of Rent and HAP Calculations
Annual Re-certifications: Timetable, Procedures; Resulting Rent Change
Interim Adjustments

Death of Tenant NEAHMA Webinar
2017-04-12 10:00 - 11:30
REGISTER HERE

Presenter: Frank Flynn, Flynn Law Group
The purpose of this seminar is to illustrate the difficult aspects associated with the death of a tenant. When a resident passes away the role of a Resident Service Coordinator and Property Manager can become confusing and even complicated. Though it is tempting to help a grieving family in any way possible, the way you handle such a situation may expose the landlord to issues of liability that you may not have anticipated; it is important to be aware of the legal implications for the property, Management Company or owner. During this seminar we will review the requirements of the probate system, estate laws, HUD regulations, different routes to recover possession of the unit, as well as risk management.

Tri-State Housing Agency Meeting
2017-04-12 09:00 - 12:00 | Ashworth by the Sea, 295 Ocean Blvd., Hampton, NH, 03842, United States

Understanding REAC
2017-04-11 09:00 - 16:00 | Chimney Hill Apartments, 2065 Mendon Road, Cumberland, RI, 02684, United States
Register Here

Trainer: U.S. Housing Consultants, LLC
This important workshop is designed for Senior Property Managers, Site Managers, Assistant Managers, Maintenance Staff, Safety Directors and Capital Improvement Directors.
Morning Session – Understanding and Preparing for UPCS/REAC Inspections
Learning how to classify deficiencies by “Area” and how and why this drives your REAC Scoring
How to understand what you should and should not do when preparing for a REAC
Learn how to separate Common Sense from Your REAC Inspection and Start Preparing Using Math
Understand what is actually “required” under UPCS and what deficiencies are driven solely by the property’s current design
Review the most severe and common REAC and UPCS Issues and how to address them
Perfecting UPCS Inspection Sample Inspection (Afternoon)
An inspection of the host-property using UPCS, showing the attendees how to conduct an inspection “properly”
Inspection will cover the building exterior and site and systems as well as a sample of the units
Attendees are encouraged to participate in the inspection and experience “hands-on” training with a worst-case inspection
The Perfecting UPCS Inspections Class is nationally renowned for making the topic of UPCS and REAC interesting and digestible. Our Instructor, Scott Precourt, combined together a long history of experience in multifamily housing and inspection with humor and anecdotes that reinforce what is essential for your company to understand about getting the best scores on REAC Inspections and how to set new higher standards so you are always ready for even the toughest inspector.

NEAHMA MA Quarterly Meeting-
2017-04-11 08:00 - 17:00 | The Fairways, 200A East Mountain St., Worcester, MA, 01606, United States
How the Substance Abuse, Opioid & Heroin Addiction Epidemic affect our Housing Communities
REGISTER HERE
Presenter: Frank Flynn, Flynn Law Group
This new interactive and informative training will review current and emerging trends in addiction. For example, public health data reveals that opioid overdose occurs in all communities across the state – rural, urban, rich, poor and among all age groups and ethnicity. The increasing availability of prescription opioid painkillers contributes dramatically to the problem, both by causing addiction and by offering easy access, with consumers able to obtain drugs from friends, family members, or medical providers. This presentation will also provide information about other drugs including designer drugs like Molly etc., as well as the identification of paraphernalia for drugs of abuse. Join us as we review recent developments, examine the complicated effects in housing settings and gain an understanding of what we can and should do about it.

Auditing Files Webinar
2017-04-05 10:00 - 11:30
REGISTER HERE

Presenter: Heather Staggs, S.T.A.R. Momentum Compliance Consulting, Inc.
In this 90-minute webinar, we will discuss the timing and the process of programmatic management reviews for both Multifamily Project Based Rental Assistance (Section 8) and Low-Income Housing Credit (LIHC) properties. We will discuss what the agencies are most likely to review, as well as the items you must have prepared to ensure a quick and problem-free management review. We will review typical resident files for each program, as well as the most productive way to set up your resident files to ensure all of the program requirements are fulfilled. We will then move on to the program relevant file documents, as well as how to self-audit for mistakes or miscalculations. We will also offer tips and tools to ensure your resident files are organized and complete, along with recommendations on how to correct non-compliance if it is discovered during your self-audit.

Advanced Issues in HUD Occupancy and Introduction to Managing Mixed-Finance Properties-Quincy, MA
2017-04-04 08:00 - 17:00 | The Moorings at Squantum Gardens Community Room, 420 East Squantum St., Quincy, MA, 02171, United States
REGISTER HERE

Trainer: Anita Moseman, The Monfric Group, Inc.
NAHMA’s Advanced Issues in HUD Occupancy and Introduction to Managing Mixed-Finance Properties course is a comprehensive program designed to cover advanced topics related to working with the HUD 4350.3 Occupancy handbook (version REV 1-Change 4), such as managing mixed-finance properties, managing corporate access to HUD secure systems, managing front-line staff in their occupancy compliance duties, and more.
Each participant will receive a copy of the NAHMA Advanced Issues in HUD Occupancy and Introduction to Managing Mixed-Finance Properties course manual. The program is composed of a full day of classroom instruction and a two-hour exam. Individuals must pass the exam to become certified ACPOs. It is recommended that course attendees have a solid working knowledge of the HUD 4350.3 Handbook prior to registration. (Prior certification, such as earning your CPO, is recommended but not required.)
All participants who successfully complete the course will receive an ACPO certificate and lapel pin, and will be listed in NAHMA’s online Credential Directory.
Online open book exam could be taken two weeks after course date.
About Anita
Anita is Vice President of Monfric Realty, Inc. in Grand Junction, Colorado. Anita works as a consultant for other management companies and provides them services in compliance and training. She has been in the affordable housing industry for over 33 years, and has been training for approximately 31 of those years.
She was one of the first two trainers certified by NAHMA to train their CPO class in 1995. She has worked with NAHMA to create and update their training materials by serving on many committees to complete that work. Anita is on the Advisory Board for the SHCM test and was one of the original authors of that test.

The Student Rules: Keeping Them Straight Webinar
2017-03-29 10:00 - 11:30
REGISTER HERE
Presenter- Gwen Volk, In 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. Students will receive a helpful handout in addition they can use to help them keep the rules straight. A real-world practicality will be included as a sample of “Student Rule Challenges” are presented and solved throughout the webinar.

Rhode Island Housing Industry Annual Agency State Meeting-Smithfield, RI
2017-03-28 09:00 - 12:00 | Twelve Acres, 445 Douglas Pike, Smithfield, RI, 02917, United States
Agency Presentations by HUD and Rhode Island Housing Senior Staff to review new procedures and initiatives for both Federal and State Affordable Housing Programs
Agency Presentations by HUD and Rhode Island Housing Senior Staff to review new procedures and initiatives
for both Federal and State Affordable Housing Programs
RI Housing Updates
Introduction of our new Contract Administration Supervisor!
MORs: Preparing, common issues, and the 2017 HUD outlook
HUD/regulatory updates and reminders, such as:
– New Chapter 9 of the Section 8 Renewal Guide (Rent Comp studies)
– Criminal history
– Utilities: Adjustment factors, benchmarking
New Initiatives and how to get involved: Family Self-Sufficiency (FSS) and “Opening Doors for Homeless Families”
VAWA 2016 updates
New requirements – forms, tenant selection plan, etc.

ARS Casino Night-Foxboro, MA
2017-03-25 18:30 - 23:55 | Gillette Stadium, One Patriot Place, Foxboro, MA, 02035, United States
Join us on Saturday, March 25th 2017 at our 11th annual Casino Night for a fun night full of food, drinks, games, and so much more! All proceeds go to benefit the Gloria Gemma Breast Cancer Resource Foundation and the Ellie Fund. Don’t miss out on a great night for a great cause!
REGISTER AND SPONSOR HERE

Understanding REAC Training-Natick, MA
2017-03-23 09:00 - 16:00 | Sherwood Village, 145 Mill Street, Natick, MA, 01760, United States
REGISTER HERE
Trainer: U.S. Housing Consultants, LLC
Scott Precourt
This important workshop is designed for Senior Property Managers, Site Managers, Assistant Managers, Maintenance Staff, Safety Directors and Capital Improvement Directors.
Morning Session – Understanding and Preparing for UPCS/REAC Inspections
Learning how to classify deficiencies by “Area” and how and why this drives your REAC Scoring
How to understand what you should and should not do when preparing for a REAC
Learn how to separate Common Sense from Your REAC Inspection and Start Preparing Using Math
Understand what is actually “required” under UPCS and what deficiencies are driven solely by the property’s current design
Review the most severe and common REAC and UPCS Issues and how to address them
Perfecting UPCS Inspection Sample Inspection (Afternoon)
An inspection of the host-property using UPCS, showing the attendees how to conduct an inspection “properly”
Inspection will cover the building exterior and site and systems as well as a sample of the units
Attendees are encouraged to participate in the inspection and experience “hands-on” training with a worst-case inspection
The Perfecting UPCS Inspections Class is nationally renowned for making the topic of UPCS and REAC interesting and digestible.
Our Instructor, Scott Precourt, combined together a long history of experience in multifamily housing and inspection with humor and anecdotes that reinforce what is essential for your company to understand about getting the best scores on REAC Inspections and how to set new higher standards so you are always ready for even the toughest inspector.

Certified Professional of Occupancy (CPO)-N. Providence, RI
2017-03-21 07:00 - 2017-03-23 17:00 | Centerdale Manor, 2074 Smith Street, North Providence, RI, 02911, United States
REGISTER HERE

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 two and a half day program is composed of occupancy focused instruction. Participants will receive a voucher from their hosting AHMA to take the CPO exam independently on their own at their home office, or property. Students that 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.

It is recommended that course attendees have a basic knowledge of the HUD 4350.3 Rev – 1 (change 4) Handbook prior to registration.
Please bring a calculator, highlighters and post it notes.

Fair Housing Compliance (FHC)- Glastonbury, CT
2017-03-16 08:00 - 17:00 | Naubuc Green, 193 Welles Street , Glastonbury, CT, 06033 , United States
REGISTER HERE

Presenter: Helena Padellaro
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 one-day program is composed of one day of instruction with a review 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.
Please Note:
This is a National Certification course.
Class starts PROMPTLY at 8:30 AM in order to stay on-time.

Tax Credit and SHCM Exam- Quincy, MA-postponed
2017-03-14 08:00 - 2017-03-15 17:00 | The Moorings at Squantum Garden, The Moorings at Squantum Garden, Quincy, 02171, United States
REGISTER HERE

This is an excellent opportunity for you to receive comprehensive Tax Credit training coupled with an opportunity to take the industry’s newest credential exam.
Presenter:
Debbie Piltch, Piltch Associates
Course Overview:
One and a half days of training (totaling 12 hours of training) 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.
If you have less than one years’ experience, below are some suggested precursor tax credit trainings that NEAHMA offers that will better prepare you for this training.
• Basic Tax Credit – Designed for beginner level tax credit managers and will provide participants with an overview of the Tax Credit Program.
• LIHTC File Audit – The course will begin with an overview of the timing of a monitoring agency’s tax credit file audit, the information they will be looking to confirm in the files, the information monitors will request prior to the audit.
• Calculating Income –
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.
Frequently Asked Questions about the SHCM™ Certification
Q. What is the SHCM Certification?
A. The Specialist in Housing Credit Management (SHCM) Certification has been developed by the National Affordable Housing Management Association (NAHMA) in partnership with The National Apartment Association (NAA) and the American Association of Homes and Services for the Aging (AAHSA) especially for management professionals involved with properties developed and operated under the Low Income Housing Tax Credit (LIHTC) program. The SCHM is designed by management professionals for management professionals to ensure that they have attained the knowledge, experience and competence required to excel in the housing credit property management industry.
Q. Why do we need the SHCM Certification?
A. To maximize their career, managers in the affordable housing industry must be able to demonstrate their experience and expertise in mastering the complex requirements for the LIHTC program to their peers, employers, residents, regulators and the general public. Earning your SHCM enables you to do just that.
Q. How do I earn the SHCM Certification?
A. To earn a SHCM, candidates must successfully accumulate a minimum of 12 hours (actual instruction time) of housing credit specific coursework or training, successfully pass the SHCM exam, demonstrate a minimum of two years of housing credit management employment experience and submit the application.
Q. Where can I get the SHCM Application?
A. The application is available on- line at the following website:
http://www.nahma.org/wp-content/uploads/files/SHCM%20Brochure%208%2005.pdf
Q. Why is there a separate examination fee from the course tuition and registration?
A. There are many approved providers of LIHTC Training. So that housing credit professionals who have achieved the required prerequisite training can take the optional SHCM certification exam, it was decided that the test would be covered by a separate fee from the training curriculum.
Q. How often will the SHCM examination be offered?
A. NEAHMA is committed to providing you with the training you need to advance your career. Because we can not tell when an affordable housing professional will accomplish the prerequisites for

Double Subsidy NEAHMA Webinar
2017-03-08 10:00 - 11:30
REGISTER HERE
Presenter: Nicki Scott
A Double Subsidy case arises when a Contract Administrator or TRACS receives a Move In or Initial Certification for a household that is active in another unit (either within the same or a different project). There is no grace period for a household moving from one subsidized property to another; subsidy may not start in a new unit and property until the day after the end of subsidy in the old unit and property. NEAHMA is excited to offer a webinar designed to help Owners and Agents resolve Double Subsidy Issues. This training will highlight the three exceptions to HUD’s Double Subsidy rule as well as provide multiple examples of Double Subsidy cases, including the TRACS error generated by the CA or HUD and the steps needed to resolve the TRACS error and collect payment. Finally, we will highlight best practice recommendations for avoiding Double Subsidy issues when processing applicants for Move In.

MOR Training-Worcester, MA
2017-03-08 09:00 - 16:00 | Coes Pond Village, 39 First Street, Worcester, MA, 01602, United States
REGISTER HERE
Presenter: Deb Piltch, Piltch Associates
The Contract Administrators in most states are scheduled to resume MORs this year. In this training we will discuss what Contract Administrators will be looking for during the MOR; in addition, how to prepare yourself and your resident files, policies, procedures and management practices for compliance with HUD’s rules and regulations.

8 Hour RPP Lead Safety Certification Course-Glastonbury, CT
2017-03-07 08:00 - 16:00 | Naubuc Green, 193 Welles Street , Glastonbury, CT, 06033 , United States
REGISTER HERE

This one day course will consist of the 8 Hour Certification training based on the EPA Lead Safety for Renovation, Repair and Painting.
For individuals seeking new individual Certified Renovator certifications under EPA Renovate, Repair and Painting (RRP) regulation, or if their initial certification has been expired for more than one year, 8-Hour Initial training is required.
The traditional renovation work you do now can create significant lead-dust hazards if lead-based paint is present and disturbed.
The leaded dust generated by traditional renovation work can cause lead poisoning in children. It can also poison pregnant women, yourself, your children, other workers and even pets. Practical changes in work practices can minimize and contain dust. The use of lead-safe work practices makes the job safer and reduces your liability exposure.
EPA’s Renovation, Repair and Painting Final Rule (40 CFR 745) regulations now require that renovations conducted for compensation, must be performed by Certified Firms using Certified Renovators. Renovation firms that wish to work in pre-1978 homes and child-occupied facilities must apply to EPA and pay a fee in order to become certified. Renovators seeking to become Certified Renovators must successfully complete a EPA-accredited renovator course. This course is the EPA model course for Certified Renovators and has been enhanced and approved to meet all requirements for RRP certification.
This course will teach you how to comply with the EPA Renovation, Repair and Painting Rules and the HUD Lead Safe Housing Rule, and how to perform lead-safe work practices safely and effectively.
Gary Kellner, President
Harvard Environmental Services
Gary has been a MA master-licensed lead inspector for 22 years and for the last 10+ years has been delivering the 8 hour Moderate Risk Deleader and the Lead-Safe Renovator – Supervisor Initial training seminars throughout MA. ARS has partnered with Gary as their lead instructor for employee and customer training.g.

NEAHMA CT Quarterly Meeting "Multifamily Energy Financing"-Wethersfield, CT
2017-03-02 08:30 - 12:00 | First Church Village, 117 Wells Road, Wethersfield, CT, 01609, United States
REGISTER HERE

Multifamily Housing
Property owners can save money on operating costs, reduce energy costs, and improve the living environment for their tenants with support from the Connecticut Green Bank.
Multifamily Energy Financing
Save money on operating costs, reduce energy costs, and improve the living environment for your tenants with support from the Connecticut Green Bank.
Through our programs you can get the technical assistance you need to make smart energy upgrades, secure financing, rebates, and incentives and track performance and savings.
Who is eligible?
• Multifamily properties (5+ units, market rate and affordable)
• Private and non-profit owners, public housing authorities, assisted living communities, and condominium/co-op associations
Eligible Upgrades
• HVAC and gas conversion
• Hot water and efficiency
• Renewable energy generation (solar PV, solar thermal, etc.)
• Building envelope
• Qualified health and safety measures
Vendor Spotlight:

WegoWise is a leading energy software company providing utility tracking, benchmarking, building analytics, and compliance to multifamily and commercial building portfolios. WegoWise ensures energy efficiency and sustainability by improving a property’s financial, environmental, social, and governance performance. Properties using WegoWise reduce costs, make smarter capital investments, and increase asset value by uniquely benchmarking buildings against themselves, the portfolio, and their peers. With the largest database of utility data in the world, WegoWise’s customers and partners are assured of receiving comprehensive, accurate, and reliable building analytics that lead to better energy and environmental decisions, benefiting investors, property owners, and tenants

EIV 201 Advanced-Worcester, MA
2017-03-02 08:00 - 17:00 | Coes Pond Village, 39 First Street, Worcester, MA, 01602, United States
REGISTER HERE

This is a recommended course by NEAHMA for all property managers.
Trainer: Nicole Scott
This training will help participants with EIV Income Discrepancy investigation and resolution. The class will begin with a review of the Income and Income Discrepancy reports where we will focus on the schedule for running each report as well as how to interpret the report data. Significant time will be spent discussing how to determine, investigate and document both valid and invalid EIV Income Discrepancies. We will then cover Repayment Agreements which will include a discussion on requirements, negotiation, documentation, and processing. Case studies will be used to provide participants with hands on experience in performing the step by step process of investigating and resolving EIV Income Discrepancies.

Service Programs on a Shoestring Webinar
2017-03-01 10:00 - 11:30
REGISTER HERE
Presenter- Gwen Volk, In Focus
Not everyone is lucky enough to have professional service coordinator on staff. Nor can all properties afford to hire an outside service contractor to coordinate their activities. Tax credit properties and bond properties generally come with a requirement for programs to enrich the quality of life of residents but generally do not have budgets that provide much to invest in such things. Take it from someone whose properties won two national awards- largely for their outstanding service programs – without benefit of large budgets or professional service coordination: You too can do quality programs on a shoestring.

LIHTC File Audit- Springfield, MA
2017-03-01 08:30 - 16:00 | Outing Park Apartments, 37 Saratoga Street, Springfield, MA, 01105, United States
REGISTER HERE

Trainer: Debbie Piltch, Piltch Associates
IMPORTANT Requirement: Please bring a sample tenant file and calculator with you.
Please remember to remove any personal date from the sample tenant file.
The course will begin with an overview of the timing of a monitoring agency’s tax credit file audit, the information they will be looking to confirm in the files, the information monitors will request prior to the audit. We will also discuss how to review standard documents contained in a file to make sure there are no errors, how to correct non-compliance and the type of information the monitor will request of the site prior to coming and/or on the day of the site visit. We will then review a mock file to go over the types of errors a monitor may find in a file and provide participants an opportunity to self-monitor the file(s) they bring. Please make sure that the sample file you bring has no confidential information (i,e, social security numbers, bank numbers….) pertaining to the household.
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.

EIV 101 Beginner- Worcester, MA
2017-02-23 09:00 - 16:00 | Coes Pond Village, 39 First Street, Worcester, MA, 01602, United States
REGISTER HERE
This is a recommended course by NEAHMA for all property managers.
Trainer: Nicole Scott
This training will help participants understand their obligations in relation HUD’s Enterprise Income Verification (EIV) System. The class will begin with a discussion on the overview and purpose of EIV, including program applicability, file documentation and retention requirements as well as a review of the controlling guidance from the 4350.3, REV-1. We will then focus on the schedule for running each report, how to interpret the report data, and how to perform applicable follow up when needed. We will also provide an overview of the Income and Income Discrepancy Reports including best practice recommendations on how to fit EIV into your daily workflow. We will conclude this course by covering the security obligations of coordinators, users and non-users, which includes how to obtain and renew EIV system access.

2 Part EIV Income Discrepancies- Part 2
2017-02-22 10:00 - 11:30
REGISTER HERE
Presenter: Nicki Scott
Part 1: February 15
Part 2: February 22
HUD implemented EIV in order to promote income and rent integrity and make sure that the ‘right benefits go to the right persons’. Our training on EIV Income Discrepancies will provide participants with a detailed step by step best practice approach for reviewing and resolving EIV income discrepancy cases. Throughout the training we will provide detailed steps on how to determine if an EIV income discrepancy is valid or invalid, highlight HUD’s requirements for Income Discrepancy Report resolution, as well as discuss Owner actions for addressing tenant failure to comply with EIV requirements. We will use examples throughout this course to provide participants with hands on experience in performing the step by step process of investigating and documenting EIV income discrepancies.

Calculating Income and Rent: Tax Credit vs. HUD-Worcester, MA
2017-02-16 09:00 - 16:00 | Coes Pond Village, 39 First Street, Worcester, MA, 01602, United States
REGISTER HERE
Trainer: Deb Piltch, Piltch Associates
This is an important workshop for anyone who manages a site that has both tax credits and HUD Multifamily Housing. The focus of this training will be on the similarities and differences between calculating income and rent in the tax credit and HUD programs. Topics include, but aren’t limited to:
• Gross income vs. adjusted income
• Current vs. anticipated income
• Move-in certifications vs. interims and annual recertifications
• Verification methodology (EIV, employment verifications, pay stubs, and work number verifications)

2 Part EIV Income Discrepancies Part 1
2017-02-15 10:00 - 11:30

LIHTC File Audit Training-Quincy, MA
2017-02-15 09:00 - 16:00 | The Moorings at Squantum Gardens Community Room, 420 East Squantum St., Quincy, MA, 02171, United States
