HUD Change 4 Update 1.5 hours
The HUD handbook 4350.3 was revised in August 2013. The changes are collectively called "Change 4." HUD programs were changed, but so were programs that draw from HUD rules (LIHTC, RD, HOME funds and tax exempt bonds, for instance). This webinar will discuss the major provisions of the Change and how this will affect affordable housing developments.
NOTE: we will discuss provision that directly affect non-HUD programs first in the discussion. The remainder of the discussion will be HUD-specific, although contrasts with other program rules will be made to ensure that all understand what is HUD-only and what is applicable to non-HUD programs. The program also contains a brief overview of EIV issues and reports.
Avoiding Top Errors in Affordable Housing Files 1.5 hours
As a major provider of file review services to government and private clients, Zeffert audits many tens of thousands of files a year. This webinar discusses the most common file deficiencies we observe in a “Top 10” style format. The issues identified apply to personnel who manage files for LIHTC, HUD, RD, bonds or HOME.
LIHTC Acquisition/Rehab Basics 3 hours
The acquisition and rehabilitation of properties with tax credits is a growing trend. Even expert property managers and compliance staff need to understand that acquisition/rehabs are far more complex than other types of first year LIHTC projects. This course highlights the compliance rules specific to acq/rehabs and what characteristics need to exist to successfully manage compliance for an acquisition/rehab project.
A “Tour” of the IRS form 8609 1.5 hours
As it represents the official allocation of tax credits for a building, the Form 8609 is a fundamental piece of compliance documentation for the LIHTC program. Almost all compliance matters relate to this form at some level. This webinar will take a line-by-line approach to discussing this form. What do the various entries on this form represent? What areas of concern often arise when examining the form? What if the form tells you that things are not as you thought at your property? These and other issues will be discussed.
LIHTC Compliance Basics One (1) 3-hour session or Two (2) 1.5-hour sessions
This webinar will discuss compliance-related provisions that affect site management of LIHTC (tax credit) rental properties. We will start by briefly discussing who the interested parties are in a tax credit deal. Details that must be gathered in order to manage LIHTC compliance will be listed. Income and rent restrictions will be discussed. The meaning of terms such as applicable fraction and minimum set-aside will also be briefly explored. Leasing requirements as well as student eligibility and physical inspection rules will be covered. A quick review of requirements related to income eligibility will be on the agenda next. Finally unique LIHTC rules including those relating to increases in income and recertification will round out the discussion. As appropriate to the attendees, we will also briefly discuss how LIHTCs interact with other housing programs.
Fair Housing: Reasonable Accommodations & Modifications 1.5 hours
Reviewing and approving reasonable accommodation and modification requests from applicants and tenants with disabilities can present some unique challenges.
· Who pays for reasonable modifications?
· Who pays for accommodations?
· Can we restrict breeds and/or weight for companion/assistance animals?
· When do we determine if a disability is a threat to the safety of others?
· Are alcoholics considered disabled under the fair housing act?
These questions and more will be discussed in this webinar which is based on HUD and DOJ guidance.
EIV Basics 1.5 hours
This webinar discusses the HUD Enterprise Income Verification system. It will provide an overview of the system in general and necessary security and confidentiality policies and procedures. The EIV-required 8997 forms and EIV and You brochure will be covered. Next we will take a look at each of the reports generated by EIV, and wrap up with the basics of tenant repayments and penalties. This webinar is a great introduction to EIV for new staff and a wonderful refresher for experienced practitioners.
VAWA 2013 1.5 hours
In 2005, the Violence Against Women Act, housing rules applied for the first time to Section 8 properties. The 2013 reauthorization of VAWA dramatically expanded the applicability of the law to most forms of affordable housing, including RD, LIHTC and HOME. In this webinar we will discuss the new statute, what we know as well as what we need to yet know in order to apply VAWA to all of the housing programs.
Real Estate Income Issues 1.5 hours
When calculating income eligibility for affordable housing programs, real estate assets present some unique challenges. How should the income from a home being rented out be treated? What about land lost in foreclosure? How about short sales? What about the resident who insists that they want maintenance costs of their home deducted when calculating its value? These questions and more will be discussed in this lively webinar.
HOME Funds Basics 3 hours
This webinar discusses compliance-related provisions that affect site management of HOME rental properties. Details that must be gathered in order to manage HOME compliance will be listed. "Fixed" and "Floating" as well as "HIGH HOME" and "LOW HOME" designations will be explored. Leasing requirements as well in income determinations will be covered. Finally unique HOME rules relating to increases in income and calculating rent based on adjusted income will round out the discussion. As appropriate to the attendees, we will also briefly discuss how HOME interacts with Low Income Tax Credit at projects with HOME and LIHTC's.
Students in Affordable Housing 1.5 hours
With the 2013 HOME revision, most affordable housing programs now have student rules. This includes the LIHTC, tax exempt bonds, RD, HUD (Section 8 and non-Section 8) and now HOME funds. This webinar will delve into rules relating to student eligibility and student financial aid as income, and will discuss where the programs are similar and where they widely differ.
Fair Housing: Issues for Maintenance Professionals 1.5 hours
Good maintenance professionals are crucial to the smooth-running of a multi-family housing property. Besides the unique opportunity to contribute to the success of the housing, they also have considerable challenges and risks as they interact in a profound way with the public and residents of the housing. Both maintenance personnel and those above them in the chain of command bear serious liability under fair housing law.
· What fair housing basics do all housing professionals need to know?
· What specific fair housing pitfalls and opportunities exist for maintenance staff?
· What policies and procedures can keep them safe?
These questions and more will be discussed in this webinar which is based on years of practical experience as well as HUD and DOJ guidance.
Rural Development Farm Labor Housing Basics 1.5 hours
After a brief introduction to the history and types of farm labor housing, this webinar will cover project compliance, monitoring reviews and tenant rent issues. Tenant eligibility will be discussed next including occupational eligibility requirements & exceptions, occupancy priorities and income eligibility. Citizenship requirements and how to handle ineligible tenants will round out the discussion. All personnel at RD farm labor housing and their supervisors and compliance support will benefit from this lively discussion.
LIHTC Acquisition/Rehab Basics 3 hours
The acquisition and rehabilitation of properties with tax credits is a growing trend. Even expert property managers and compliance staff need to understand that acquisition/rehabs are far more complex than other types of first year LIHTC projects. This course highlights the compliance rules specific to Acquisition/Rehabs and what characteristics need to exist to successfully manage compliance for an Acquisition/Rehab project.
Fair Housing: Focus on House Rules 1.5 hours
This will focus on developing house rules that support the
Fair Housing Law. Some of the topics covered will include:
· Rules specific to children
· Occupancy Standards
· Household composition
· When exceptions should be made to the rules
· Holiday Decorations
AFHMP 1.5 hours
This session provides guidance on how to create an effective Affirmative Fair Housing Marketing Plan using the HUD 935.2A as a guide. In this session we will provide answers to the many questions, such as:
· What is the purpose of affirmative marketing?
· What projects are required to have an affirmative fair housing marketing plan?
· How do I navigate the census bureau website?
· What reports do I use?
· How do I market using this information?
8823 Guide 3 hours
What is noncompliance with Section 42 that can lose tax credits under Section 42? How can specific examples of noncompliance be fixed? If you are faced with an instance of noncompliance, how can you fix it? How can we avoid many types of noncompliance in the first place?
Noncompliance is reported by state LIHTC agencies on IRS Form 8823. The IRS' instructions to state agencies for this form are found in a very useful Guide that the industry affectionately refers to as the 8823 Guide. A discussion of this Guide is obviously very useful for state LIHTC state agency personnel, but it provides vital information for all people concerned with LIHTC compliance. This webinar will discuss important sections of the chapters of the Guide, each of which covers a specific type of noncompliance. A wealth of practical application will also be provided.
HOME Funds Updates 1.5 hours
The HOME regulations were revised effective August 2013. This webinar will discuss the new compliance-related provisions that affect site management of HOME properties. We will also discuss how the new regulation will interact with the Low Income Tax Credit at projects with both HOME and LIHTC.
HUD Basics 3 hours
A detailed, informative review of the basics for effectively managing a property with HUD programs covered under the HUD 4350.3
· Program Eligibility (Income limits, SSN requirements, Citizenship)
· Project Eligibility (Student eligibility, Occupancy Standards)
· Tenant Selection Procedure
· Waiting Lists
· Adjusted Income and Rent
· Lease requirements
Uniform Relocation Act 1.5 hours
This session provides guidance on how to stay in compliance with the Uniform Relocation Act of 1970 as it applies to multifamily housing. We will provide answers to many questions, such as:
· What is the purpose of the Act?
· When does the Act apply to a housing project?
· Who is considered a "displaced" resident?
· What provisions must be made to displaced residents?
· What notices need to be provided to residents?
To Protect and Serve 1.5 hours
This course will be of interest to owners and management of property management companies. For property managers, it discusses how to assess if there are opportunities for improvement in your current operation. For owners it discusses how to ensure that the property management firm that you work with or are looking to work with has what it takes to ensure compliance with affordable housing programs.
Rural Development Basics 3 hours
A detailed, informative review of the basics for effectively managing a Rural Development property.
· Physical Maintenance
· Application Procedures
· Tenant Selection Procedures
· Student Eligibility
· Adjusted Income and Rent