The IRS requires that Tax Credit monitoring agencies use the UPCS Inspection Protocol to monitor the physical standards of LIHTC and HOME properties. Using HUD's inspection protocol for tax credit properties is more than just doing a REAC Inspection. There are subtle differences between doing a REAC Inspection and doing a UPCS Compliance inspection. In this one-day online course, we'll cover what Tax Credit professionals need to know to perform effective compliance inspections.

Advanced LIHTC Compliance - This course covers credit allocation, applicable fractions, minimum set-asides , acquisition /rehab and resyndication. 

As we all know, many USDA/RD properties have budgets that are tight and provide little flexibility. As such, proper financial management is paramount for these properties. USDA requires proper financial tracking, budgetary controls, and replacement reserves. During this three-hour webinar, Amanda Lee Gross will review the fundamentals of proper financial controls and management. This includes:

• • Project Accounting Systems
• • Required Financial Accounts
• • Allowable Project Expenses
• • Replacement Reserves
• • Budget Requirements
• • Reporting and Financial Examinations

The Importance of Income Certifications All of the major funding programs, including Multifamily HUD to USDA/RD, and LIHTC, use income certifications to determine initial and continued eligibility for the programs. HUD and RD also use the income to establish what rent the household can afford and how much subsidy the owner is eligible to receive. Accuracy on income certifications is paramount to remaining in compliance with each of these programs. This webinar breaks down best practices and requirements for all of the major funding programs. This will include what to include when verifying income from wages as well as fixed income sources like social security. In this two-hour session, Amanda Lee Gross will discuss: • Verification Requirements • Signature Requirements • LIHTC, HUD and RD COVID-19 Guidance to Date • Post-COVID-19 Tenant File Follow -Up • Confidentiality and Data Security • Practical Points to Cover in a COVID -19 Policy and Procedures for Conducting Income Certifications •Confidentiality and Data Security While Working from Home

LEARN ABOUT ALL OF THE CURRENT HUD REAC CHANGES AND THE UPCOMING NSPIRE REFORMS

View Pre-Recorded Livestream REAC Training Workshop On-Demand from your home or office

The New REAC Rules Workshop reviews the fundamentals of REAC Inspections. For starters, the class includes a high-level overview of the UPCS Inspection protocol and REAC Scoring. Additionally, we’ll discuss new HUD Rules and Regulations on scheduling and follow-up on HUD REAC Inspections. Most importantly, we’ll unpack the difference between what rules are in effect now, and which ones are part of future NSPIRE reforms.

This on-demand REAC workshop is a terrific resource for housing managers, maintenance, and executives. Understanding how to succeed on REAC Inspections without stress and anxiety is a key to good HUD compliance. Managers and maintenance staff do not need to become REAC Inspectors – they need to become housing professionals who know how to keep their properties ready for REAC every day. The New REAC Rules Workshop focuses on demystifying the rules and getting everyone on the same page.

HUD NSPIRE Is Much More Than a New Checklist

In 2018, HUD stated that there would be a new direction for REAC – one that places focus on everyday compliance, inspections that are able to accurately portray what the condition of the property is like for residents on an average day, not just after a maintenance fire drill. This new reform has been named “NPSIRE“. At this workshop, we’ll review the outline of NSPIRE, its goals and direction, and what to know about the reforms. Much of the HUD NSPIRE changes are going to be positive for housing professionals, as it will refocus the REAC Inspection process on quality and safety. Most importantly, HUD promises that NSPIRE will be a more consistent and objective process.

Preparing for REAC with 14-day Inspection Notice

How do you prepare your properties for REAC inspections with such a short notice? The new reality is that owners and agents can no longer wait until the last minute to prepare. Now, the rules require everyone to be inspection ready everyday.

• •Non-Industry Standard Repairs: Understand the requirements for non-industry repairs and how you can best ensure that all repairs meet these standards.
• •Essential UPCS/REAC Deficiencies: We will review the UPCS Inspection Code and discuss the issues that are most common and typically carry the highest-scoring values.

On-Demand Understanding REAC Inspection Workshop

You can now view a recorded live REAC Workshop from July 2020. You can listen to our trainer, Scott Precourt, provide a full day workshop and interact live with attendees in Geneva, OH, and Brooklyn, NY. Sign up today for the on-demand seminar, and you will receive:

• •A Handout For You to Download and Follow Along With
• •A Full Bound Manual Sent Mailed to You
• •A Certificate of Completion for Registered Attendee
• •Five Days to View the Full Recording

$325.00 Per Person

Need to pay by check or want to register for a group? Contact us to request more information.

In this webinar, Amanda Lee will discuss the components of determining adjusted income and determining tenant rent for HUD, HOME, and USDA/RD. She’ll also review the impending changes regarding adjusted income will also be discussed throughout this informative webinar.

The Importance of Personal Protective Equipment (PPE) for Maintenance Staff -

WHAT DOES WORKPLACE SAFETY LOOK LIKE WHEN YOUR WORKPLACE IS SOMEONE'S HOME?

As we all prepare to find new ways to resume standard property maintenance activities, workplace safety is at the forefront of everyone’s minds. This is an important moment for everyone to look towards creating effective plans for operating properties in the “new normal”.

Thinking About Workplace Safety

Workplace safety is a term that many associate with construction sites or production factories. However, what does workplace safety look like when your workplace is someone’s apartment or home?

• What protective equipment do you wear when entering a tenant’s home?

• How do you train your staff to ensure professional and consistent results?

• When do you resume preventative maintenance activities?

• How do unit inspections resume and what precautions should be taken?

Proper Protective Equipment Use and Training

When we think about conducting normal maintenance activities in this new environment, it all comes down to what PPE is used. Which mask is the right one? Which gloves are most effective? 

Join Scott Ployer of National Property Management Strategies Group and moderator, Scott Precourt, of US Housing Consultants, on this 90 min webinar where we will review:

• OSHA 1910 General Industry Requirements

• How to perform a Hazard (Job) Analysis

• The Hierarchy of Workplace Safety Controls

• The Difference Between Administrative and Engineering Controls

• Types of PPE used in General Industry

• Employer Responsibilities & Employee Responsibilities

• Near Misses and Their Importance

Are Your House Rules and Occupancy Standards Fair?

Fair Housing regulations treat policies like House Rules and Tenant Selection Plans with great scrutiny. The Fair Housing Act prohibits policies from including discriminatory terms and conditions. However, the interpretation of what is discriminatory often requires a considerable amount of clarification, especially when it comes to rules regarding personal conduct.

Good Intentions or Fair Housing Discrimination?

Most housing providers create policies to create a better environment for all residents. This can include rules about what residents can do in common areas, and how they are to maintain their homes. Many times policies are created with the best of intentions but viewed under a different light, they can be considered discriminatory.

Rules of conduct are a vital part of property management. They can be used to ensure proper housekeeping standards and reduce excess noise, and keep the property a clean and safe place for all. However, it is even more important to ensure that these cannot be considered discriminatory against any protected classes under the Fair Housing Act.

Avoiding Discriminatory Policies and Terms & Conditions

In this 75-minute webinar, Amanda Lee Gross will begin with an overview of protected classes under the Fair Housing Act. Then, she will review prohibited actions in general, and how these prohibitions look when applied to policies and procedures.

This includes a detailed review of how the Fair Housing Act intersects with the everyday activity of property management.

• •. Criminal Screening Criteria
• •. Rules of Conduct
• •. Facility Rules (Fitness Center, Pools, and Laundry Rooms, etc.)
• •. Occupancy Standards

Learn to Conquer Compliance

Amanda Lee Gross will take you through a comprehensive and interactive webinar. Amanda will discuss the requirements of the Fair Housing Act from a property management professional’s perspective. First, she will take you through case examples and exercises to provide a real-world connection to the material. Next, Amanda will talk about common mistakes and issues with property policies and procedures and how to best identify these issues and correct them. Above all, she will discuss how to best protect the interests of the property while meeting Fair Housing guidelines.

Stumped by the Affordable Housing Student Rules? 

There are student eligibility requirements applicable to each of the four major housing programs, LIHTC, HUD, Rural Development, and the HOME Program. These requirements affect whether a household is eligible to occupy a unit or receive rental assistance, and also affects how the treatment of student income determining a household's annual income. While each program has student eligibility requirements, the requirements are not the same for each program, which can pose a compliance challenge for housing professionals dealing with layered properties. 

Student Eligibility in Affordable Housing 

In this 90 minute webinar, Amanda Lee review the student eligibility requirements and exceptions for the following housing programs 

• LIHTC 
• HUD
• HOME Funds 
• Rural Development 

Amanda will wrap up the session by reviewing the treatment of student income, including the student financial assistance . 

Selecting the correct Income and Rent Limits for LIHTC projects is never easy. Learn about Income Limit and Rent Limit requirements for the LIHTC program and how to stay in compliance with the limit requirements for layered programs.

With continued advances in technology, we are now living in the “Age of the App” which has created peer-to-peer payment apps, such as Venmo, Cash, Paypal, etc. The determination of annual income includes considering proceeds from household assets, and one of many challenges for housing professionals in determining when an asset is treated as an asset, and when an asset is actually treated as an income source. 

Learn to Conquer Asset Calculations 

In this webinar, Amanda Lee Gross will review common assets encountered by housing professionals and she will even touch upon some less common assets as well. Amanda will also clarify when an asset source is actually treated as an income source. Amanda will also speak to: 

• Are these peer-to-peer treated as household assets?
• Are deposits made into the app treated as income? 
• Potential changes related to assets under HUD’s proposed rule implementing HOTMA. 
• Handling income and assets utilizing of peer-to-peer apps

Working with Gig Income for HUD and LIHTC Compliance

What is “Gig Income”? Companies like Uber, Lyft, and Upwork are providing workers the ability to earn income on their own terms. This can mean someone driving a few Uber routes a week, taking on a data entry job on Upwork, or full time employment through one of the many freelance sites. This presents challenges for assisted housing compliance, as income may be sporadic, subject to change throughout the year, and include self-employment expenses.

Handling Income From Self-Employment 

Verifying and calculating income from self-employment has always been challenging for HUD, Tax Credit and other assisted housing programs. Income in the Gig Economy is no exception to these challenges In this webinar, Amanda Lee will discuss the requirements on how to determine annual income from self-employment and how to document anticipated income from employment in this new economy.

• Determining Income from Self-Employment
• Units being Used for Business
• Documenting Self-Employment Income (Including for Lyft & Uber Drivers)
• Review of IRS Tax Forms, (Changed in 2019) 1040 & Schedule C.

Learn to Conquer the Challenges of the Gig Economy

These new sources of income will require new policies and procedures, and a new way of thinking about verifying income. In this session, attendees will receive:

• A certificate of attendance 
• A content-rich PDF manual 
• Interactive webinar training where you can ask questions and participate in knowledge checks 

As part of the NSPIRE changes, HUD wants annual inspections that are exhaustive, comprehensive and create units that are in good condition, every day. This session will talk about policies, procedures, and best practices that will make your unit inspections truly matter and keep your units in good condition and ready for REAC inspections at all times. 

In this webinar, we will review how to properly inspect a unit, set standards that are higher than the minimum, and create a dedication to safety. We discuss best practices, including technology uses for inspections, and how to establish proactive internal procedures that use annual inspections as an effective tool to maintaining safe and quality living environments.

October is National Domestic Violence Awareness month. In recognition of this, US Housing Consultants presented a free webinar by Amanda Lee Gross, where she discussed the rules and requirements of the Violence Against Women Act. US Housing Consultants also donated $5 per person to the National Domestic Violence Hotline for every attendee during the October 2019 webinar, which registered more than 2,300 people for the webinar.

Residents of affordable housing programs are often among the most vulnerable populations, and protections for victims of domestic violence is one of the most important advancements in HUD requirements. The rules in VAWA create real world protections for residents, and affirms the affordable housing industry’s responsibility to provide leadership and direction on making sure domestic violence victims have proper resources, support, and a safe place to call home.

In this 90 minute webinar, Amanda Lee Gross will discuss the requirements that apply to affordable housing properties under VAWA. 

Topics covered include:

• Overview of Legislative History
• Covered Housing Programs
• Key Terminology

VAWA Protection Provisions, including:

• Denial of tenancy or assistance
• Termination of assistance or tenancy
• Lease Bifurcation
• Emergency Transfers
• Notification and documentation requirements
• Review of HUD’s VAWA Final Rule and HUD’s notice H-2017-05 published Jun 30, 2017 “Violence Against Women Act (VAWA) Reauthorization Act of 2013 – Additional Guidance for Multifamily Owners and Management Agents”
• Review of Rural Developments Guidance
• Discussion of VAWA implementation for the LIHTC Program and the HOME Program

In 2018 the Low-income Housing Tax Credit program introduced a significant change - the new “Income Averaging” Minimum Set-Aside election.

In this webinar, Amanda Lee Gross breaks down the changes to Section 42 of the Internal Revenue Code relating to this new election and does so in an easy to understand format. Amanda Lee also highlights the benefits as well as the potential challenges owners may face with making this all-important election.

Topics include:

• Overview of the LIHTC program’s Minimum Set Aside (MSA) Requirements
• Understanding the available options
• Effect of the owner's multiple building election on the MSA
• Method of Achieving the Average Income Set-Aside
• Calculating income and rent limits based of the new set-asides
• Complying with the Next Available Unit Rule at an Average Income project
• Potential affects of Noncompliance at an Average Income Project

In this content packed webinar, Amanda Lee reviews the recertification requirements that apply to the Low-Income Housing Tax Credit (LIHTC) program and how a recertification can trigger the applicability of the Next Available Unit Rule. This session also includes valuable tips and red flags to be aware of when processing recertifications . 

In this session, Amanda Lee will address the following questions: 

- Which LIHTC projects must conduct annual recertification? 

- How can noncompliance from a Late recertification be corrected? 

- When is the HFA permitted to file an 8823 regarding late/incomplete recertifications, and when are they not permitted? 

- Does the Next Available Unit Rule apply to 100% LIHTC Project? 

- How is the Next Available Unit Rule apply to project that elected the Average Income Minimum Set Aside ? 

Get the answers to these questions and more by attending this webinar!

REAC Challenges for Owners and Agents include many levels of non-compliance risks. Understanding the rules behind REAC inspections is vital to understand how to best manage the REAC Process before and after the inspection. This webinar will provide a high-level review of the rules, requirements, and regulations which are a vital part of the REAC process. Including: 

• How to delay REAC inspections due to substantial rehab
• Changes to Appeals Process - Increased Scrutiny on Supporting Documents
• REAC Appeals for Modernization, Construction, and Pre-Database Adjustments
• Consequences of Poor Performances & Failing REACs

The special claims process is designed to reimburse owners of eligible HUD projects for the owner’s financial loss resulting from vacancy loss, unpaid rent, and tenant damages. However, in order to get this reimbursement, the owner/agent must file for the reimbursement. While owner/agents are not required by HUD to file for special claims, management agents who do not file special claims are essentially choosing not to collect funds that the project’s owner is entitled to. 

In this 90 minute webinar, Amanda Lee Gross - VP of Training and Compliance Policy for US Housing Consultants - will provide the information needed in order to process special claims for: 

• Vacancies after rent-up

• Unpaid rent/damages

All attendees will receive a comprehensive course manual that can be used as a reference manual long after the webinar has concluded.

Tax Credit/LIHTC Housing Projects are aging and many are in need of rehab and recapitalization. The challenges that come with this are many, and the rules can be complex.

During this informative and engaging webinar, Amanda Lee will provide attendees the information needed to maintain compliance when conducting Acquisition Rehab at a LIHTC project. 

Topics Include: 

• Certification of existing tenants
• Unit transfers
• Key deadlines
• Maximizing Credit Delivery
• Overview of Resyndication. 
• Overview of the Uniform Relocation Act. 

All attendees will receive a comprehensive course manual that can be used as a reference manual long after the webinar has concluded.

It Aint Over till It’s Over – The Treatment of Over-Income and Ineligible Households in Affordable Housing Programs – 90 Minute Webinar (Recorded Live July 11, 2019)

We all know that a household must be income qualified to move into an affordable housing unit, but sometimes even the most diligent compliance professional misses a detail or there is misreporting by the resident and a household is admitted who is not income qualified. What to do in these situations leads to many questions, such as:

• What happens if a household becomes ineligible after moving in? 
• What happens to an existing tenant who does not meet program requirements during Acquisition/Rehab? 

In this 90 minute webinar, Amanda Lee Gross will answer these questions by discussing the requirements regarding the treatment of these types of households for the following programs: 

• LIHTC
• HUD
• RD
• HOME

Amanda Lee Gross will also guide attendees on how to maintain compliance related to over-income or ineligible households when a project has more than one of the above funding sources. All attendees will receive a comprehensive course manual that can be used as a reference manual long after the webinar has concluded.