New England Affordable Housing Management Association

RI Quarterly Meeting
2022-09-27 09:00 - 12:00 (America/New_York) | Centerdale Manor, 2074 Smith Street, North Providence, RI, 02911, United States
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Join NEAHMA, RI Housing and Atty Frank Flynn for our RI Quarterly meeting covering property inspections, what’s new in 2022 and other topics and questions.

Free to NEAHMA Members
$25 Non Members

EIV 201 Online Training
2022-09-28 09:00 - 16:30
Trainer: Nicole Scott
Register Here
This recently revamped training is a must for new and existing HUD Enterprise Income Verification (EIV) System users. EIV 201 builds upon the foundation of and fundamentals from the 101 session and provides a deep dive into EIV Income Discrepancy navigation and best practices. Engaged participants should leave with a firm grasp of HUD’s interim recertification requirements, relevant reporting and timing, investigative and documentation guidance, as well as live in-depth review of up to four case studies of varying difficulty.
$359 NEAHMA Members
$509 Non Members

Understanding HUD Utility Allowance Procedures Webinar
2022-09-29 10:00 - 11:30
Trainer: Gwen Volk
Register Here
For Owners whose updated Baseline Analysis was due in 2020, HUD granted a COVID-19
reprieve, but not for long. 2021 is right around the corner. Learn or refresh on how HUD’s Utility
Analysis base-line analysis works, how to calculate and apply a factor-based analysis in year’s 2 and 3,
and when and how-to phase-in decreases. Understand the significance of the tenant comment period for
both base-line and factor-based analyses. Learn what HUD expects, what you are and are not required
to provide to HUD or the PBCA, and how to determine if the factor-based analysis is sufficient.
90 Minute Webinar
$109 NEAHMA Members
$189 Non Members

Basic Occupancy Online Training
2022-10-13 09:30 - 16:30, 2023-01-12 09:30 - 16:30
Trainer: Deb Piltch
Register Here
This is a recommended course by NEAHMA as an excellent pre-cursor to the CPO Course 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.
$359 NEAHMA Members
$509 Non Members

Fire Prevention and Protection Webinar
2022-10-20 10:00 - 11:30
Trainer: Scott Ployer
Register Here
Fire Prevention and Protection will cover the basics of what you need to know and do with respect to fire prevention and fire protection at your site.
Learn the key elements of an effective Fire Safety program, including:
➢ Knowing What Systems Are In Your Buildings and How They Work
➢ Having a Fire Safety Action Plan
➢ Understanding the Fire Triangle
➢ Fire Extinguishers – P.A.S.S.
➢ The RACE Principle
➢ Fire Alarms and Fire Drills
90 Minute Webinar
$109 NEAHMA Members
$189 Non Members

LEP Plans and Fair Housing Webinar
2022-10-25 09:00 - 10:30
Trainer: Gwen Volk
Register Here
HUD reminds us that failure to provide meaningful access to persons with Limited English
Proficiency could be a violation of the Fair Housing Act. Why? Because national origin is a protected
class. HUD and RD properties are required to periodically look at the LEP profile of their residents and
market area and update their plan to provide meaningful access. But even a tax credit or market rate
property could be in trouble if LEP persons face barriers to applying. Come to this session and learn
what to do about LEP.
90 Minute Webinar
$109 NEAHMA Members
$189 Non members

Basic Tax Credit Online Training
2022-11-15 09:30 - 16:30, 2023-01-25 09:30 - 16:30
Trainer: Deb Piltch
Register Here
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 the year. 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.
$359 NEAHMA Members
$509 Non Members

Terminations in Subsidized Housing Webinar
2022-11-17 10:00 - 11:30
Trainer: Gwen Volk
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For subsidized tenants, there are three types of termination: termination of housing assistance by the owner, termination of tenancy by the owner, and termination of tenancy by the tenant. HUD devotes an entire chapter of the 4350.3 Rev 1 (Chapter 8) to this complex topic and understanding when and how to apply the rules can be confusing. This session clearly explains the differences between the grounds, procedures, and timelines for each type of termination and includes a discussion of how EIV discrepancies and repayment agreements come into play for both termination of assistance and termination of tenancy. Includes the latest information on COVID-19 eviction issues on the federal, state, and local fronts.
90 Minute Webinar
$109 NEAHMA Members
$189 Non Members

Are You Ready for RAD Webinar
2022-11-30 10:00 - 11:30
Trainer: Gwen Volk
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As of June 2022, 202,000 public housing units and 43,000 units of Rent Supplement, RAP and
Mod Rehab had converted to a Section 8 platform through HUD’s Rental Assistance Demonstration
(RAD) program which was initiated in 2012. In 2020, the 2800 202 PRACs and their 120,000 units
became eligible to convert to RAD. Conversions of PRACs are picking up the pace in 2022. Congress
has now approved RAD conversions for the 28,000 units in 811 PRACS and HUD is working out the
details for those unique projects. Learn or refresh on what RAD is and how it changes the properties
that convert. This voluntary “preservation” program is helping to stop the loss of affordable housing. It is
also providing new opportunities for experienced affordable housing developers, managers, and agents
from the private sector to partner with PHA’s.
90 Minute Webinar
$109 NEAHMA Member
$189 Non Members

Online 3 Day CPO (Certified Professional of Occupancy) Course
2022-12-13 08:00 - 2022-12-15 12:00
Trainer: Deb Piltch
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.
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 have a calculator, highlighters and post it notes on hand.
$819 NEAHMA Members
$969 Non Members
8:00 AM – 5:00 PM Day 1
8:00 AM – 5:00 PM Day 2
8:00 AM – 12:00 Noon Day 3

LIHTC Recertification in Depth Webinar
2022-12-13 10:00 - 11:30
Trainer: Gwen Volk
Register Here
Recertification can be a difficult task for the tax credit property: “HUD isn’t paying my rent so why do I have
to recertify?” This course takes an in-depth look at the requirements and timing of annual and other recertification’s
as well as the 140% (Next Available Unit) Rule, unit transfers, and changes in household composition. We will also
tackle the special challenges with resyndication and for properties with blended financing, and prevention and cures
for delinquent annuals.
90 Minute Webinar
$109 NEAHMA Members
$189 Non Members

Interviewing Applicants for Move In - It's an Art and a Science Webinar
2023-02-09 10:00 - 11:30
Trainer: Gwen Volk
Register Here
Learn how to effectively and efficiently conduct the all-important (and HUD-required) applicant interview to
ensure that assistance goes to families who are qualified. Includes tips on how to conduct interviews in safe and
compliant manner during COVID-19 – face to face, by telephone and via a virtual app. 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 valuable tips on interviewing persons with various types of
disabilities and how to respond to situations and conversations that commonly occur.
NEAHMA Members $109
Non Members $189

Fair Housing Compliance (FHC) Online Training
2023-02-14 08:00 - 14:00
Trainer: Deb Piltch
Register Here
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 8:00 AM in order to stay on-time.
$519 NEAHMA Members
$659 Non Members

LIHTC File Audit Online Training
2023-02-16 09:30 - 16:30
Trainer: Deb Piltch
Register Here

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.
$359 NEAHMA Members
$509 Non Members

Online 3 Day CPO (Certificate of Professional Occupancy) Course day 1
2023-03-07 08:00 - 17:00
Trainer: Deb Piltch
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.
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 have a calculator, highlighters and post it notes on hand.
$819 NEAHMA Members
$969 Non Members

Day 1 March 7, 2023 8:00 AM – 5:00 PM
Day 2 March 14, 2023 8:00 AM – 5:00 PM
Day 3 March 21, 2023 8:00 AM – 12:00 Noon

Online 3 Day CPO (Certificate of Professional Occupancy) Course Day 2
2023-03-14 08:00 - 17:00

EIV 101 Online Training
2023-03-15 09:00 - 16:30
Trainer: Nicole Scott
Register Here
Description:
Trainer: Nicole Scott EIV 101 – EIV System Overview This recently revamped training is a must for new and existing HUD Enterprise Income Verification (EIV) System users. The 101 session provides a detailed overview of the EIV system and its purpose, utilization guidelines, why use of the system in its entirety is so important and how to demonstrate EIV compliance for Management Occupancy Reviews (MOR). Engaged participants should also leave with a sound understanding of system access requirements, how to appropriately safeguard EIV data, Master Binder maintenance best practices, as well as the schedule for running each EIV Report, interpreting report data and how to perform follow-up.

$359 NEAHMA Member
$509 Non Members

Language Access Online Training
2023-03-16 09:30 - 12:30
Trainer: Deb Piltch
Register Here
Many of our housing communities have applicants and residents whose primary or sole language isn’t English. This engaging webinar will discuss:

The legal obligations to provide “meaningful access” to our housing programs for applicants and residents who have limited English proficiency.

What is the legal framework for this requirement? Does it matter how a site is funded/financed? We will specifically review guidance the Department of Housing and Urban Development has provided for sites that receive federal dollars, as well as its guidance on obligations under the Federal Fair Housing Act.

The business related reasons to provide meaningful access to people whose primary language isn’t English?
Steps recommended Owners/Agents take to fulfill both their legal obligations and effectively address their business operations needs.
Resources available

$159 NEAHMA Members
$209 Non Members

Online 3 Day CPO (Certificate of Professional Occupancy) Course Day 3
2023-03-21 08:00 - 12:00

Half Day Fair Housing Online Training
2023-03-22 09:00 - 12:00
Trainer: Deb Piltch
Register Here

This training is for all site staff that want to understand fair housing laws as related to onsite practices, including those impacted by COVID. The training will provide an overview of fair housing laws and all protected classes, but the focus of the training will be residents with disabilities and topics that relate directly to front line staff including maintenance and custodial staff, including during a pandemic:
How to respond to resident requests for assistance that are outside the scope of your work, snow removal, trash removal, etc.
What questions you can/can’t ask a resident; what information you are allowed to know about residents and what information you aren’t allowed to know.
Assisting residents after work hours, responding to work orders and companion/service animals.
While all housing personnel require training in fair housing laws, it is particularly important for front line office staff, maintenance and custodial staff to be trained because they often have the most contact with residents. The training will be very practical, interactive, and provide significant time for questions and answers.

$159 NEAHMA Members
$209 Non Members

LIHTC File Audit Online Training
2023-03-23 09:30 - 16:30
Trainer: Deb Piltch
Register Here
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.
$359 NEAHMA Members
$509 Non Members

Introduction to Green Building Principles and Practices Webinar
2023-03-23 10:00 - 11:30
Trainer: Scott Ployer
Register Here
Introduction to Green Building Principles provides participants an introduction into energy and sustainability principles and practices within the affordable multifamily sector. Its contents identify basic health, environmental and sustainability principles, specifically pointing to how they play a vital part in day-to-day site operations and maintenance.
Participants will be provided reference materials and handouts electronically a few days before the webinar.
Learning Outcomes:

Develop a more comprehensive understanding of health, energy and sustainability principles and how they positively affect the community.
Review recommended O&M practices, protocols and programs that will assist their organizations with energy and water reduction, ensuring healthier environments for both residents and staff, identify utilities cost savings, reduction of greenhouse gases/carbon footprint as well as better overall building durability.
Determine what level of energy audit or assessment needs to be completed and by whom.
Identify the importance of the eight-(8) Healthy Home Principles and incorporate them into daily site operations.
Understand the impact of the four “R’s” – reduce, reuse, recycle and recovery and apply them confidently into daily practices.
Develop SMART (Specific, Measurable, Attainable, Relevant, Time Sensitive) sustainability goals and perform regular checks to track progress

90 Minute Webinar
$109 NEAHMA Members
$189 Non Members
Register for all 11 Modules of the CGPM Series Here for $699

Waiting List Management Webinar
2023-03-29 10:00 - 11:30
Trainer: Gwen Volk
Register Here

Knowing the regulations and processes for managing a HUD property waiting list are put to the test in an MOR. More importantly, they are key to staying in compliance with Fair Housing laws. This webinar will review creating and maintaining, opening, and closing, placing families with disabled members, documenting changes, updating waiting list information, removing names from the waiting list, reinstating applicants to the list, and recordkeeping. This course will reference the 4350.3 as well as HUD’s Notice H 2014-16 Waiting List Administration and FHEO’s April 2022 Guidance on Application Processing and Marketing.
90 Minute Webinar
$109 NEAHMA Members
$189 Non members

2023 RI Virtual Agency Forum
2023-03-30 09:00 - 12:00
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Please join us for the most up-to-date national and state regulatory information impacting the day-to-day front-line operations of affordable housing from the US Department of Housing and Urban Development and Rhode Island Housing.

HUD REAC’S NSPIRE NEW STANDARDS Webinar
2023-04-04 10:00 - 12:00
Trainer: Scott Precourt
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The implementation of HUD REAC’s NSPIRE updates include a new set of inspection standards and rules. The new
NSPIRE updates are changing the requirements to have a greater focus on safety and unit conditions. Additionally, the
inspections will now have design requirements, specific methods for inspectors to follow, and new, clearer standards.
Lastly, we’ll discuss the complete reinvention of the scoring methodology on REAC Inspections. Join us for this engaging session about the coming changes and challenges of REAC NSPIRE.
90 Minute Webinar
$109 NEAHMA Members
$189 Non Members

Tax Credit and SHCM Exam Online
2023-04-13 09:00 - 2023-04-14 13:00
Trainer: Deb Piltch

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. 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. 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 SHCM designation, we will offer the exam each time we provide LIHTC training.

$629 NEAHMA Members
$809 Non Members

Working with Earned Income Webinar
2023-04-13 09:30 - 11:00
Trainer: Gwen Volk
Register Here
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. New Age assets are covered. Mini-quizzes and case studies are included. Students will need a calculator.
90 Minute Webinar
$109 NEAHMA Members
$189 Non members

Importance of Energy Efficiency Webinar
2023-04-18 10:00 - 11:30
Trainer: Scott Ployer
Register Here
Importance of Energy Efficiency provides participants an overview of how energy efficiency is pursued and why it is vital in today’s society. Primary focus addresses energy in the affordable multifamily property management sector. Through this course, participants will gain a community and a global stewardship perspective.
Learning Outcomes:

Review and analyze utility bills to develop baseline benchmarking data.
Perform an ASHRAE Level I Building Assessment that will identify “no cost and low-cost” energy saving opportunities and provide a general overview of existing conditions and recommended capital improvements.
Analyze data from the ASHRAE Level I audit and prepare a savings and cost analysis for Energy Conservation Measures (ECMs) and report these findings to the various stakeholders.
Prepare a list of immediate needs as well as an ongoing work plan to address areas of improvement.
Identify and procure various project funding sources including energy grants, loans, shared-savings programs, etc.

90 Minute Webinar
$109 NEAHMA Members
$189 Non Members
Register for all 11 Modules of the CGPM Series Here for $699
