2015 Training Calendar 18 EIV 201 Advanced RI

2015 Training Calendar
January
14
June Cont.
Reasonable Accommodations
MA
PM/RSC
February
17
Hands on Electrical RELCO
MA
MT
18
EIV 201 Advanced
RI
PM
18
Basic Tax Credit
CT
PM
CT
PM/RSC
4
Basic Occupancy
MA
PM
11
1/2 Day Fair Housing On-Site Practices
MA
E
July
12
LIHTC File Audit
RI
PM
9
Fair Housing Course (FHC)
24
RI Quarterly
RI
E
15
Kids Day Event
25
MA Quarterly
MA
E
22
NEAHMA/IREM Summer Meeting
RI
E
March
PM
August
11
Basic Tax Credit
MA
PM
11
Understanding REAC
RI
MT
18
RI Agency Breakfast Mtg/Training
RI
PM
13
8 Hour Lead Paint
MA
MT
24,25
SHCM 1 1/2 Day Prep Course/SHCM Exam
MA
PM
19
Hands on Plumbing Roto Rooter
MA
MT
19, 20
SHCM 1 1/2 Day Prep Course/SHCM Exam
CT
PM
26
COQ Submissions due to NEAHMA
26
Basic Occupancy
RI
PM
April
7
Basic Occupancy
CT
PM
8
Understanding REAC
MA
PM/MT
8
Fair Housing Course (FHC)
MA
PM/RSC
September
14,15, 16
Certified Professional of Occupancy, (CPO)
MA
PM
9
LIHTC File Audit
CT
PM
15
MA Quarterly Meeting
MA
E
17
1/2 Day Fair Housing On-Site Practices
CT
E
16
EIV 101 Beginner, Worcester
MA
PM
22
Reasonable Accommodations/504 Coordinator
RI
PM/RSC
16
Hands on Plumbing Roto Rooter
MA
MT
22
RI Quarterly Meeting
RI
E
16
CT Quarterly Meeting
CT
PM
23
NEAHMA Industry Award submissions due
16
Tri State Agency Breakfast Mtg/Training
NH
E
23
MA Quarterly Meeting
MA
E
24
CT Quarterly Meeting
CT
E
May
October
6
RI Quarterly Meeting
RI
E
7
EIV 101 Beginner
MA
PM
13
Basic Tax Credit Training
RI
PM
14
EIV 201 Advanced
MA
PM
14
CT Agency Breakfast Mtg/Training
CT
PM
20,21
NEAHMA Annual Conference & Trade Show
MA
E
19
1/2 Day Fair Housing On-Site Practices
RI
E
Tax Credit/Fair Housing Compliance (FHC ) &
20
Gillette One Day Extensive Training
MA
E
REAC on second day of conference
21
Reasonable Accommodations
CT
PM/RSC
November
June
3
LIHTC Determining Income
MA
PM
4
Understanding REAC
CT
PM/MT
9
EIV 201 Advanced
CT
PM
10,11
SHCM 1 1/2 Day Prep Course/SHCM Exam
RI
PM
11
MA Agency Breakfast Mtg/Training
MA
PM
New Trainings in 2015 Coming Soon!

HOME Program Training

Multiple Subsidies Training (intro/beginner/advanced)

Classroom Green Training for CGPM Designation
17, 18, 19
Certified Professional of Occupancy (CPO)
MA
PM
19
Electrical Awareness and Safety 101
MA
MT
Training Key:
Property Manager
Maintenance Tech
Resident Services
Greening
Everyone
2015 Training Calendar
http://academy.neahma.org/
On-Line Trainings
TRACS 202D
The electronic submission of resident information and vouchers to the Tenant Rental Assistance Certification System (TRACS) has been updated
with the release of TRACS 202D. While the new system is not mandatory until six months after its release, this course will prepare you for the
system updates where all of the major changes in TRACS 202D will be discussed, including updates to the compliance process, voucher, certification documentation, and error messages. This course is intended for individuals with a working knowledge of the TRACS submission process
and the 202C system. By the end of this course, you will be prepared to face all of the updates included in the release of TRACS 202D.
Section 8 Determining Income and Calculating Rent
This course provides participants a detailed study of the contents of Chapter 5 of the 4350.3 Rev-1: Determining Income and Calculating Rent.
We discuss the requirements regarding annual income and the process for calculating a family’s annual income when determining eligibility. This
includes an expansive discussion of earned income and unearned income, including determining income from assets. The course also covers the
requirements for determining adjusted income based on allowable deductions as well as methods for calculating the tenant’s portion of rent under
HUD’s Multifamily Project-Based Section 8 program. In addition, this course covers the requirements for verifying information necessary to determine income eligibility and rent. Participants are provided the opportunity throughout the course to practice their calculation skill and apply lessons learned covered throughout the course.
Calculating Earned and Unearned Income, Excluding Assets: The 4350.3 Rev-1
This course focuses on the income calculations that must be understood in order to calculate income eligibility and rent for the subsidized housing programs covered by the 4350.3 Multifamily Housing Handbook. We discuss the requirements regarding annual income and the process for
calculating a family’s annual income when determining eligibility. This includes an expansive discussion of earned income and unearned income,
excluding assets. In addition, this course covers the requirements for verifying information necessary to determine income eligibility and rent.
Participants are provided the opportunity throughout the course to practice their calculation skill and apply lessons learned covered throughout
the course. This course is designed for participants who are new to subsidized housing and who currently work, or have a desire to work, at a
subsidized multifamily housing site, as well as those who have been in the industry for a long time but would like a refresher.
Understanding Deductions and Calculating Rent: The 4350.3 Rev-1
This course focuses on deductions that must be understood in order to calculate rent for the Section 8 programs covered by the 4350.3 Multifamily Housing Handbook. We discuss the requirements regarding allowable deductions and the process for calculating a family’s adjusted income
when determining eligibility. The course also covers the requirements for determining adjusted income based on allowable deductions as well as
methods for calculating the tenant’s portion of rent under HUD’s Multifamily Project-Based Section 8 program. In addition, this course covers the
requirements for verifying information necessary to determine eligibility and rent. Participants are provided the opportunity throughout the course
to practice their calculation skill and apply lessons learned covered throughout the course.
Calculating Income from Assets: The 4350.3 Rev-1
This course focuses on the calculations of asset income that must be understood in order to calculate income eligibility and rent for the subsidized housing programs covered by the 4350.3 Multifamily Housing Handbook. Participants are provided the opportunity throughout the course to
practice their calculation skill and apply lessons learned covered throughout the course. This course is designed for participants who are new to
subsidized housing and who currently work, or have a desire to work, at a subsidized multifamily housing site, as well as those who have been in
the industry for a long time but would like a refresher.
EIV for Secure Systems Users
With the mandatory use of the Enterprise Income Verification (EIV) System it is important to fully understand the use requirements of this system.
Whether you are a new user or a veteran who would like a refresher, this course will bring you up to speed with all EIV requirements contained in
the 4350.3 Rev-1 regarding EIV. The course will begin with a discussion on the overview and purpose of EIV, including program applicability, file
documentation and retention requirements as well as a review of the controlling guidance from the 4350.3, REV-1. We will then focus on the
schedule for running each report, how to interpret the report data, how to perform applicable follow up when needed, and the importance of the
security of this data. We will also provide an overview of the Income and Income Discrepancy Reports including best practice recommendations
on how to fit EIV into your daily workflow. The EIV Secure System user specific course will demonstrate how to access and run reports within
EIV as well as maintain other requirements to ensure their access to the system does not lapse. This Secure System user version is designed
specifically for those who have a WASS ID; all other non-system users will be directed to the non-user course.
2015 Training Calendar
http://academy.neahma.org/
On-Line Trainings
EIV for Non-Secure Systems Users
With the mandatory use of the Enterprise Income Verification (EIV) System it is important to fully understand the use requirements of this system. This course will bring you up to speed with all EIV requirements contained in the 4350.3 Rev-1 regarding EIV. The course will begin with a
discussion on the overview and purpose of EIV, including program applicability, file documentation and retention requirements as well as a review of
the controlling guidance from the 4350.3, REV-1. We will then focus on the schedule for running each report, how to interpret the report data, how
to perform applicable follow up when needed, and the importance of the security of this data. We will also provide an overview of the Income and
Income Discrepancy Reports including best practice recommendations on how to fit EIV into your daily workflow. For the non-user course, we will
not cover how to run EIV reports or navigation of the EIV system, but will instead focus on the purpose, use and retention of EIV reports. This
course is intended for learners who do not have a WASS ID or access to the EIV system.
Resident Repayment Agreements
With the use of EIV, there has been an increase in the need for Resident Repayment Agreements. This course includes the times when a repayment agreement is allowed, what elements must be in the actual agreement itself as well as how to report the repayment agreements on HAP
vouchers. This course will take you through the entire process from the beginning when the discrepancy was determined through the end of the
repayment agreement when the resident has repaid the full balance. This course also covers how to properly document the costs and actions taken
when entering into repayment agreements in an effort to recover those costs. Attention will be given to what the Owner needs to do to retain the
permitted portion of the repayments they actually collect from the tenants to help defray the cost of pursuing cases.
Section 8 Occupancy: The 4350.3 Rev-1
This course is designed for anyone who works at a Section 8 site covered by the HUD Handbook 4350.3 Rev-1 and/or is responsible for understanding the rules contained within this Handbook. This is a comprehensive course, broken down into small amounts of information designed for
both people who are new to the industry as well as seasoned employees who need a refresher on the vast number of rules contained in this Handbook that owner/agents must follow. This course is an excellent precursor to NAHMA’s “Certified Professional of Occupancy (CPO)” course and
allows participants to delve into topics covered by the CPO course at their own pace. Chapter 5 of the Handbook: Determining Income and Calculating Rent is covered in depth in a separate training (Section 8 Determining Income and Calculating Rent: The 4350.3 Rev-1), as is Chapter 9 (EIV
Training).
TRACS Basic
The electronic submission of resident information and vouchers to the Tenant Rental Assistance Certification System (TRACS) is mandatory for all
Section 8 properties. This training is designed to provide users with a practical approach to HUD’s Tenant Rental Assistance Certification System
(TRACS), including TRACS compliance, best practice recommendations and basic troubleshooting tips. The class will begin with an overview of
TRACS followed by an in depth review of The Monthly Activity Transmission (MAT). We will then move to a discussion of the TRACS Subsystems,
specifically the Tenant and Voucher Web Query applications contained in TRACS. We will conclude this course with a discussion on how TRACS
should be processed and audited on a monthly basis as well as by providing guidance on how to troubleshoot common TRACS errors.
Additional On-Line Trainings Coming in 2015
Basic Occupancy
This training will provide a thorough overview of HUD’s multifamily housing programs. Considerable time is spent reviewing HUD’s Handbook which
governs these programs, titled Occupancy Requirements of Subsidized Multifamily Housing Programs, which is commonly referred to as the 4350.3
Rev-1. The training will provide an overview of relevant topics and regulations for on -site staff and establish a solid foundation for material covered
more thoroughly during Housing Academy’s comprehensive course on Occupancy and NAHMA’s CPO course.
EIV: Income Discrepancies
This course will help participants with EIV Income Discrepancy investigation and resolution. The course will begin with a review the of the Income
and Income Discrepancy reports where we will focus on the schedule for running each report as well as how to interpret the report data. We will
then focus on the requirements with which an Owner must comply in order to determine if an income discrepancy is valid or invalid. Significant time
will be spent discussing the detailed steps recommended for determining, investigating and documenting both valid and invalid EIV Income Discrepancies. We will then cover timeframe requirements as well the recommended Income and Income Discrepancy Report workflow for both a valid and
invalid income discrepancy at Annual Recertification (AR), Interim Recertification (IR), Move In (MI) or Initial Certification (IC). Additionally, we will
address how an Owner and/or Agent should proceed when a tenant fails to comply with EIV requirements. Case studies will be used to provide
participants with hands on experience in performing the step by step process of investigating and resolving EIV Income Discrepancies.
2015 Training Calendar
http://academy.neahma.org/
On-Line Trainings
Basic Tax Credits
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.
Comprehensive Tax Credit Course
This comprehensive training highlights the major areas of the Low Income Housing Tax Credit Program. The course will cover Program Regulations, Unit Eligibility and Certification, Re certification, Documentation & Record-keeping 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.
LIHTC File Audit
The focus of this training will be on what monitoring agencies look for when they come out and do file audits for LIHTC (low-income housing tax
credit) sites. The class will begin with a discussion of the information monitoring agencies request prior to coming to do the audit, including a list of
units by BIN (with move-out/move-in dates of each unit) and the regulatory agreement. We will then focus on file organization and proper documentation of income and student status eligibility. We will discuss how to self-audit and when to begin this process. Students will work both in
small groups and independently to audit sample files. Emphasis will be placed on issues that monitoring agencies often focus on, including incomplete applications, re-certification updates, inadequate child support documentation, inaccurate income calculations, inconsistencies within a verification, failure to maximize anticipated income, late verifications and TICs signed after leases.
Calculating Gross Income for Tax Credit Site/LIHTC Determining Income
The focus of this training will be on the LIHTC requirement to maximize anticipated income and what that means when you are calculating gross
income. Emphasis will be placed on the importance of Chapter 5 of the 4350.3 Rev – 1(change 4), proper documentation, and making sure that
there are no inconsistencies in your verifications. Significant time will be spent on how to read employment verifications, pay stubs, and work number verifications.