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AFFORDABLE HOUSING ASSOCIATION OF INDIANA

Advocacy. Collaboration. Education.

AHAIN MEMBERS SAVE ON REGISTRATIONS! 

You do not have to be a member to sign up and attend AHAIN trainings. 

Don't see the type of training you're looking for? Suggest a class! AHAIN looks to you to let us know specific trainings you're in need of. Don't hesitate to contact the AHAIN office with your suggestions. Your ideas will be presented to the Education Committee for consideration. Stay tuned and you just might see your idea pop up soon!

Upcoming events

    • Saturday, June 16, 2018
    • 9:00 AM - 1:00 PM
    • Webinar
    Register

    WEBINAR - Site Manager Basics for Low-Income Housing Tax Credit (LIHTC) Properties is an excellent class for new Managers, Regional Mangers, and Nonprofit Board Members.

    This course is designed to assist affordable housing professionals in conquering tax credit project compliance. This program is designed to define, as well as highlight:

    • Policies and procedures
    • Terminology
    • Federal vs. State regulations
    • Income limits
    • Utility allowances
    • Qualifying initial tenants
    • Certification & Verification procedures
    • Required forms for preparation and file reviews
    • Penalties for non-compliance
    • How to correct non-compliance issues

    At the conclusion of the training and completion of test you will receive a certificate of attendance.

    The Webinar offers live interactive training without leaving the comfort of your office or home. You have the freedom to interact and ask questions with Tina without the time and expense of traveling. All you need is a computer with reliable high speed internet and speakers. Or you may use a microphone or call in on your telephone.

    Tina Squires, Vice President, VRES  Our instructor, Tina Squires, has 30+ years of experience managing affordable housing. Tina is a Vice President at Valenti Real Estate Services and is a past President at AHAIN.

    • Saturday, June 23, 2018
    • 9:00 AM - 1:00 PM
    • Webinar
    Register

    WEBINAR - Site Manager Basics for Rural Development Properties is an excellent training for new Managers, Regional Mangers, and Nonprofit Board Members.

    This class is designed to familiarize and explain the Rural Development Program to new managers, regional managers or nonprofit board members. Tina will discuss RD Handbook 3560 policies and procedures, including terminology, basic 515 program requirements, income limits, utility allowances, applications, waiting list requirements, issuing RA, certification procedures, verification procedures, required forms and assembling complete tenant file. This program is designed to define, as well as highlight:

    • Income
    • Assets
    • RD Handbook 3560
    • Terminology
    • Utility Allowances
    • Waiting list requirements
    • Allowable deductions for the RD 515 program
    • Verification training
    • Due diligence
    • How to calculate 30% of the adjusted monthly income
    • Qualified rent payment
    The Webinar offers live interactive training without leaving the comfort of your office or home. You have the freedom to interact and ask questions with Tina without the time and expense of traveling. All you need is a computer with reliable high speed internet and speakers. Or you may use a microphone or call in on your telephone.

    At the conclusion of the training and completion of brief test you will receive a certificate of attendance.

    Tina Squires, Vice President, VRES
    Our instructor, Tina Squires, has 30+ years of experience managing affordable housing. Tina is a Vice President at Valenti Real Estate Services and is a past President at AHAIN.
    • Tuesday, July 17, 2018
    • 9:00 AM
    • Wednesday, July 18, 2018
    • 5:00 PM
    • Embassy Suites by Hilton, Plainfield/Indianapolis Conference Center, 6089 Clarks Creek Crossing, Plainfield, IN 46168
    Register

    Don't miss the MOR and EIV Deep Dive! 

    This is a Management & Occupancy Training which covers the HUD MOR process, HUD Form 9834, Tenant File Requirements and Leasing and Occupancy. We will also cover the use of HUD EIV's system.

    Agenda:

    TUESDAY, JULY 17, 2018

    8-9 a.m. – Registration Open

    9-10:30 a.m. – MOR History and Process Overview
    Learn the history of the MOR process and details of how MORS are currently being funded, scheduled and conducted. We will also discuss HUD’s plans for implementing Risk Based Approach to MORs in the future.

    10:30-10:45 a.m. – Coffee Break

    10:45 a.m.-Noon – Details of HUD Form 9834 Sections (Desk Review, On-Site Review, Summary Report)
    During this session we will discuss the individual sections of the HUD Form 9834 used during the MOR process. We will discuss Part 1 - The Desk Review Process, Part II – The Onsite Review Questionnaire including the individual categories that are reviewed evaluated during the Onsite Review and included in the MOR Summary Report. We will also discuss how the overall MOR Summary Report Rating is determined and assigned based on evidence and observations obtained during the Onsite Review.

    Noon-1:15 p.m. – Lunch on your own

    1:15-3 p.m. – Addendum A Tenant File Review Checklist
    During this session we will review and discuss the HUD Addendum A File Review Checklist used during the Onsite Review portion of the MOR. The Addendum A File Review Checklists are required to be completed by the reviewer for each tenant file reviewed, and we will discuss how the results of each Addendum A File Review checklist are incorporated into the MOR Summary Report and directly impact the rating of the Leasing & Occupancy Section.

    3-3:15 p.m. – Break

    3:15-5 p.m. – Resolving MOR Findings and Closeout
    In this session we will discuss best practices to responding to the MOR Report and how to properly resolve findings cited in the report. We will also discuss how to properly close-out the MOR.

    5 p.m. – Dinner on your own

    WEDNESDAY, JULY 18, 2018

    8-8:30 a.m. – Join us for an All American Breakfast

    8:30-10:30 a.m. – HUD’s EIV System Overview
    The use of HUD’s EIV System is evaluated during the MOR to determine if Owners/Agents are fully utilizing HUD’s EIV System during the application and recertification process, and their day-to-day management of their properties. In this session we will discuss access to and proper use of HUD’s EIV System, discuss the basis of EIV Income Reports and how to address, research, resolve and document the resolution of Income Discrepancies reported in EIV.  

    10:30-10:45 a.m. – Coffee Break

    10:45 a.m.-Noon – EIV Master Reports and Existing Tenant Search Requirements
    In this session we will provide a concise overview of monthly and quarterly EIV reports required to be run and stored in the EIV Master File as well as the requirements for running and using the Existing Tenant Search Report. We will explore where to locate the reports, when to print them, what the information being reported means, how to use the information in the reports, and where to file them.

    Noon-1:15 p.m. – Lunch on your own

    1:15-3 p.m. – Resolving EIV Discrepancies
    EIV Income Discrepancies are a common occurrence that Owners/Agents experience during management of their properties. Resolution of Income Discrepancies and proper documentation of resolution is evaluated by the reviewer during the MOR process and have a direct impact on the Leasing & Occupancy category rating. In this session we will discuss how to determine if the discrepancy is valid, how to properly calculate the income during the applicable Period of Income to resolve the discrepancy and how document resolution in the tenant files.

    3-3:15 p.m. – Break

    3:15-5 p.m. – Resolving EIV Discrepancies - Continued

    5 p.m. – Conference concludes

    ABOUT THE INSTRUCTORS

    Jeanette Claus, CPA, COS, TaCCs

    Property Management Consulting Services, Inc. (PMCS)

    Ms. Claus is a graduate of Syracuse University with a Bachelor of Science degree in Accounting, Magna Cum Laude, and is a Certified Public Accountant. She was a senior level accountant with a local accounting firm before moving into a controller’s position for a property management company. In that role she was responsible for all management, accounting and budget functions, as well as developing and implementing long-term financial strategies.

    Ms. Claus has over 40 years of experience in all phases of accounting and over 35 years of experience in the property management industry—training, consulting, HUD & LIHTC reviews, and compliance processing; former owner of PMCS, established in 1989. Her years of accounting experience coupled with her knowledge of affordable housing compliance requirements prompted the development of ICAP.

    In the fall of 2000, Ms. Claus established Independent CA Professionals, LLC (ICAP) to respond to the needs of the newly awarded HUD Performance Based Contract Administration (PBCA) Annual Contribution Contracts (ACC) initiative for the HUD Project Based Section 8 program.

    Ms. Claus works closely with the TRACS team in Washington, presenting findings and discussing issues with HUD’s TRACS and EIV subsystems. Ms. Claus aggressively stays abreast of the TRACS changes and is an educator in the affordable housing industry. She works at the site level, owner/agent level and the CA (PBCA & TCA) level in her training of TRACS, EIV and other topics and challenges in the affordable housing industry.

    Ms. Claus is a Certified Public Accountant, a Certified Occupancy Specialist (COS - National Center for Housing Management), and also has her Low-Income Housing Tax Credit Compliance Certification (TaCCs – Quadel Consulting Corporation). She is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants, NAHMA, JAHMA, and PennDel AHMA in the affordable housing industry.

    Tracy Newman, COS, AHM, CMM, TaCCs

    Property Management Consulting Services, Inc. (PMCS)

    Mr. Newman studied Electro-mechanical engineering while attending State University of New York at Alfred prior to developing his interest in the affordable housing industry. He was a Regional Manager for a Real Estate Development and Property Management firm in upstate New York, and in that role he was responsible for the Asset Management functions, as well as supervising all day-to-day aspects of the property management functions for a mixed portfolio of affordable, market-rate, luxury and military housing properties.

    In the fall of 2000, Mr. Newman joined a National Consulting firm responsible for Performance-Based Contract Administration (PBCA) oversight to a large portfolio of Project-Based Section 8 properties in multiple states. Mr. Newman spent the next seventeen years providing assistance in the oversight and management of all assigned tasks within the HUD PBCA program and assigned portfolios. In the spring of 2018, he formed Property Management Consulting Services (PMCS, Inc.) and acquired the business assets of a nationally recognized affordable housing consulting, training and service bureau business located in Syracuse, NY.  

    Mr. Newman has over thirty years of experience in all areas of the affordable housing industry and property management. He is well versed in HUD’s Multi-family programs, the Section 42 Low-Income Housing Tax Credit (LIHTC) program, HUD’s Rental Assistance Demonstration (RAD) program and the Housing Choice Voucher (HCV) Program. He works closely with HUD HQ staff and industry stakeholders on TRACS and RAD Industry Working Group topics.

    Mr. Newman is a Certified Occupancy Specialist (COS - National Center for Housing Management), Assisted Housing Manager (AHM – Quadel Consulting & Training), certified Maintenance Manager (CMM- National Center for Housing Management) and also has his Low-Income Housing Tax Credit Compliance Certification (TaCCs – Quadel Consulting Corporation.)

    AHAIN 2018 Group Hotel Rate

    AHAIN has a block of rooms at the Indianapolis Airport Suites (formerly Cambria Suites Indianapolis Airport) located at 6014 Gateway Drive, Plainfield, IN 46168. To make reservations, call the hotel at (317) 279-2394 and tell them you are with the “AHAIN” group to secure the rate of $101 per night, plus applicable state and local taxes. You must make your reservation by June 16, 2018, in order to receive the discounted rate. There are a limited number of rooms under the AHAIN room block so make your reservation as soon as possible to ensure you get the group rate.

    TAX DEDUCTIBLE:

    All expenses, including registration fees, travel, meals and lodging, to maintain and improve professional skills are tax deductible. (Treasury Reg. 1.162-5; Coughlin v. Commissioner, 203F 2d 307)

    AHAIN Cancellation Policy:

    All cancellations must be received in writing by AHAIN on or before July 1, 2018, to receive full refund. Cancellations made after July 1, 2018, will receive 50% refund. Cancellations made after July 8, 2018, or no shows will be responsible for full amount of registration.

    • Thursday, September 20, 2018
    • 10:00 AM - 12:00 PM
    • Cobblestone, 160 S. Main Street, Zionsville, IN 46077


    • Tuesday, October 16, 2018
    • 6:00 PM - 6:30 PM
    • Embassy Suites, Noblesville/Indianapolis Conference Center, 13700 Conference Center Drive South, Noblesville, IN 46060


    • Wednesday, October 17, 2018
    • 9:00 AM (EDT)
    • Thursday, October 18, 2018
    • 4:30 PM (EDT)
    • Embassy Suites by Hilton, Noblesville Indianapolis Conference Center, 13700 Conference Center Drive South, Noblesville, Indiana 46060
    Register

    Building Relationships. Providing Homes.

    The 2018 Affordable Housing Conference and Annual Meeting offers something for everyone! We’ll hear from industry experts from across the nation! Toni Blake, Scott P. Moore, Angelita Fisher, Matt Rayburn, and Doug Wright just to name a few!

    Multiple Tracks: Property Managers, Owners/Developers, Leadership, Maintenance, and Social.

    Networking: Multiple opportunities to network with your friends from across the Midwest!

    The 2018 Affordable Housing Conference and Annual Meeting is Co-sponsored by the U.S. Department of Agriculture (RD) and the Indiana Housing & Community Development Authority (IHCDA).

    EARLY REGISTRATION DISCOUNT DEADLINE IS SEPTEMBER 17, 2018

    • AHAIN Member Price $249

    • General Public Price $349

    DON'T MISS IT! REGISTER TODAY!


    • Thursday, November 15, 2018
    • 10:00 AM - 12:00 PM
    • Cobblestone, 160 S. Main Street, Zionsville, IN 46077


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