Fair Housing Essentials and Design
Fair Housing Essentials and Design
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Conquering LIHTC Utility Allowances
Failing to use the correct utility allowance can cause the maximum rent for low-income units to be exceeded. In such situations, the owner must exclude these non-compliant units when claiming credits for the taxable year. In this 90-minute session, Amanda Lee Gross will delve deep into the utility allowance requirements applicable under the LIHTC program.
The Not-So Average LIHTC Average Income Minimum Set Aside Test Webinar
In this webinar, Amanda Gross will break down the changes to the LIHTC Average income election. Amanda Lee Gross also highlights the benefits and potential challenges owners may face with making this all-important election. We will also discuss the IRS proposed regulations, published October 30, 2020, and the severe implication noncompliance would have on a project’s tax credits.
Income & Assets in Today's Tech-Driven Economy
Continuing advancements in technology have changed how we live our lives, how we earn money, and how we bank. While these changes have created opportunities and convenience, it also expands the income and asset sources beyond the sources covered in the HUD 4350.3. In this two-hour session, Amanda Lee Gross will provide valuable information on how to calculate gig income and how to treat peer-to-peer payment apps.
Fair Housing for Maintenance Professionals
Maintenance professionals play a critical role in ensuring the success of a multi-family housing property. While most maintenance professionals receive training on how to best maintain units and properties, Fair Housing training is often overlooked. In this 120-minute webinar, tailored explicitly for maintenance professionals, Amanda Lee Gross will begin with an overview of the Fair Housing Act before focusing on areas specifically applicable to maintenance professionals
Getting Ready for REAC During COVID-19

 REAC is starting to resume inspections, which means that property owners have to get their properties ready like never before. During this webinar, Scott Precourt will discuss the best practices for getting ready for REAC under this unique set of circumstances.

When Disaster Strikes - Understanding the impact of LIHTC Casualty Loss
Learn about the impact of casualty loss on LIHTC properties. When disaster strikes, it is imperative that immediate action be taken to protect the investment and maintain habitable status.
UPCS Inpections for LIHTC and HOME

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 Tax Credit Compliance

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

Indoor Air Quality Webinar - The Importance of Air Quality During COVID-19
In this 90-minute webinar, our guest trainer and frequent collaborator Scott Ployer will discuss standard operation procedures of the updated American Standards for Heating, Refrigeration, and Air Conditioning Engineers (ASHRAE). We’ll discuss ways to evaluate your HVAC systems and decide if they can be optimized to reduce the transmission of COVID-19. Join us for this valuable webinar to make sure you use proper preventative steps and the best protection from liability and quality of living for property residents and staff alike.
Proper Financial Management USDA Projects

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

Staying on Track - Tracking Lease-ups for LIHTC Properties – New Construction and Acq/Rehab -
Whether it is new construction or acquisition/rehab, there are many details and compliance issues that can derail a LIHTC lease-up. Missing essential deadlines or not accurately tracking transfers can quickly throw a project out of compliance, or worse yet, could result in the project not being considered a LIHTC project at all. Creating Accurate First Year LIHTC Files Making sure a Tax Credit (LIHTC) properties’ first-year files are accurate is among the most vital compliance requirements. Fundamentally, if you don’t get the household qualifications correct at the initial certification, it can permanently affect the project’s annual credit delivery and even result in a loss of credits. The initial lease-up for a property can be fraught with complications and surprises, so being properly prepared is essential. Succeeding at LIHTC Lease-Ups In order to achieve a successful lease-up, deadlines must be met, data must be tracked, and investor credit delivery expectations must be met and even exceeded! In this two-hour webinar, Amanda Lee Gross will provide valuable information on what data needs to be collected and tracked when conducting a LIHTC Lease up, whether it is new construction or Acquisition/Rehab. Topics include: • Crucial First-Year Deadlines • Calculating and claiming Credits for Year One • Acquisition/Rehab basics • Unit Transfers in Year One • Impact of Noncompliance in Year one • Working with a Lease-Up Tracking Sheet (Amanda will provide a sample)
Conducting HUD and LIHTC Income Certifications during COVID-19

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

LIHTC Non-Compliance
No matter how much we prepare, no matter how much we double and triple check our files, non-compliance will happen. Whether it’s an over-income household or damage to dwelling units, LIHTC audits are designed to uncover the mistakes that fall through the cracks. How do housing professionals develop the necessary skills to help identify correct LIHTC non-compliance issues? Whether it’s reviewing tenant files or performing inspections to find physical issues, Amanda Gross will discuss best practices to keep non-compliance at bay.
Fair Housing Animal Assistance
Animals can play a very important role in assisting persons with disabilities. Whether it is a service animal or an emotional support animal, all housing professionals need to be of the requirements related to these types of animals under the Fair Housing Act.
Conquering Adjusted Income and Tenant Rent (6-30-20)

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.

New Workplace Safety During COVID-19

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


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

Ensuring Your House Rules and Occupancy Standards Meet Fair Housing Standards

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.

Conquering Student Rules in Affordable Housing (LIHTC, HUD, RD, and HOME)

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 . 

Income & Rent Limits for Layered LIHTC Projects

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.

All About Assets – A Review of Assets including Peer-to-Peer Payment Apps

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

Unit Inspections that Drive Change

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.

Conquering Management & Occupancy Reviews (MOR) Webinar (12-11-19)

When do start Preparing for your next HUD MOR? You know it is going to happen. It looms over your head like a swollen rain cloud building itself into a storm. You can't avoid it. You can't hide from it, your HUD Management and Occupancy Review will happen! 

Actually, an MOR is only something to dread IF you and your property is not prepared. In this 90-Minute webinar, Andrea Champine will focus on the Leasing and Occupancy areas that are reviewed during an MOR. 

Many of the most common findings on a Management Review include issues with Leading and Occupancy, from income and asset calculation issues, EIV Issues, and issues with proper documentation.

Andrea will cover the following topics: 

  • MOR Steps and Categories with a focus on Category E on the HUD 9834 Form "Occupancy and Leasing"
  • A Review of Resident File Checklist used by Contract Administrators (CA) when reviewing tenant files 
  • Available documents that must be on hand during an MOR
  • Understanding MOR Ratings
  • Tips to prepare for an MOR
  • Common Findings noted in MORs
  • Responding to MORs

Preparing for a HUD Management Review requires constant vigilance and a focus on understanding those items which are included in the HUD 9834 Form, and how you can prepare for your next MOR with an Above Average as your goal.

Violence Against Women Act (VAWA) & Affordable Housing 90 Min Webinar

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
LIHTC Income Averaging Minimum Set Aside Election Webinar

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

The Circle of Compliance - LIHTC Recertification and the Next Available Unit Rule

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!

An Executive View of REAC Risk Management and Appeals

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
What's So Special About Special Claims - Webinar with Amanda Gross

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.

How to Conquer LIHTC Acquisition-Rehab Without Ending Up in Rehab Webinar

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 – Over-Income Households in Affordable Housing

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: 

  • 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.