Gwen Volk  Affordable Housing Professional

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Signature Courses

Download Signature Course Catalog

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Special Programs

Blended Programs

HUD Program Compliance

Basic HUD Occupancy aka "New Manager Class"
Format:One-day Course (6 hours of training)

Focus: For newly hired managers or those with no HUD experience as well as those needing a
refresher course on the basics and the latest updates. This course covers eligibility requirements, the
application process, resident selection and wait list, calculating and verifying income and allowances,
annual and interim adjustments, and best practices. Mini-quizzes and case studies are included to
reinforce the learning. Students will need a current copy of the 4350.3 Rev.1.

Intermediate HUD Occupancy
Format:Two-day Course (12 hours of training)

Focus: This course covers the entire 4350.3 Rev 1. Mini-quizzes and case studies are included to
reinforce the learning. Perfect for those who have basic HUD occupancy knowledge but lack
experience and aren't ready to take a certification course such as the CPO or COS. Also a great
refresher for those who already have these designations but want to brush up their knowledge.
Students will need a current copy of the 4350.3 Rev.1.

HUD Occupancy Refresher and Challenges
Format:One-day Course (6 hours of training)

Focus: A.M. session reviews basics of HUD occupancy including program and project eligibility,
income, assets, allowances and adjusted income and concludes with a "putting it all together" case
study. P.M. session reviews annual and interim recertification, special issues when terminating
assistance and subsidy, screening new applicants in compliance with HUD's criminal background
guidance, MOR-proofing your tenant selection plan, and an update on HUD's new guidance and rules.
At day end, The instructor tackles the questions submitted throughout the day in the "everything you
wanted to know but were afraid to ask" Question Box. Students will need a current copy of the 4350.3
Rev.1.

Terminations in Subsidized Housing: Assistance and Tenancy
Format: 90 minute webinar or 1¼ - 1½ hour conference session.

Focus: For subsidized tenants, there are three types of termination: termination of housing assistance by the owner,
termination of tenancy by the owner, and termination of tenancy by the tenant. HUD devotes an entire chapter of
the 4350.3 Rev 1 (Chapter 8) to this complex topic and understanding when and how to apply the rules can be
confusing. This session clearly explains the differences between the grounds, procedures and timelines for each
type of termination and includes a discussion of how EIV discrepancies and repayment agreements come into
play for both termination of assistance and termination of tenancy.

Understanding Base-Line and Factor-Based Analysis under HUD's New Utility Allowance Procedures
Format: 90 minute webinar or 1¼ - 1½ hour conference session.

Focus: Learn how HUD's new Utility Analysis base-line analysis works, how to calculate and apply a factor-
based analysis in years 2 and 3, and when and how to phase-in decreases. Understand the significance
of the tenant comment period for both base-line and factor based analyses. Learn what HUD expects,
what you are and are not required to provide to HUD or the PBCA, and how to determine if the factor-
based analysis is sufficient.

Interviewing Applicants for Move-in - It's an Art and a Science
Format: 90 minute webinar or 1¼ - 1½ hour conference session.

Focus: Learn how to effectively and efficiently conduct the all-important (and HUD-required) applicant
interview to ensure that subsidy goes to families who need it and in the correct amounts. This course
covers how to establish rapport, gain trust, and ask the right questions in the right way while ensuring
a consistent scripted approach to prevent costly fair housing mistakes. The class will discuss how to
handle specific situations and spot the "red flags", and students will practice responding to situations
and conversations that commonly occur.

The Medical Deduction
Format: 90 minute webinar or 1¼ - 1½ hour conference session.

Focus: If I buy my medications in Mexico, can I deduct the trip as a medical expense? Using the handbook language, numerous
examples and a case study, this course covers the who, what, why and how of the medical deduction. who qualifies, what does,
does not, and/or sometimes counts, how to verify, how to calculate expense and the final deduction.

The Owner Handbooks - What You Don't Know Can Hurt You
Format: 90 minute webinar or 1¼ - 1½ hour conference session.

Focus: There is more to owning or managing a HUD financed or subsidized property than knowing the 4350.3. This
course highlights the key requirements of the “other” handbooks: HUD 4381.5 The Management Agent Handbook,
4350.1 Multifamily Asset Management and Project Servicing, 4370.2 Finance Operations and Accounting Procedures
for Insured Properties, 4370.1 Reviewing Annual and Monthly Financial Reports. A must for owners and management
agents who are new to HUD programs and a valuable refresher for those who are not.

The Management and Occupancy Review (MOR): Ready, Set, Go!

Format: 90 minute webinar or 1¼ - 1½ hour conference session.

Focus: What's an MOR? If you weren't managing a HUD property prior to 2011, you have not
experienced a Management and Occupancy Review - until now. And if you were managing prior to
2011, much has changed in HUD-world since then. This course is an overview of what to expect, how
to prepare, what do at "zero hour" and how to respond when it's over.

Format: Half-Day to Full-Day Course

Focus: The Management and Occupancy Review (MOR) is how HUD proves to taxpayers and to
congress that subsidy dollars are being wisely spent. So, whether performed by HUD, the PBCA, or
CA, owners and managers are held to a high standard before, during and after the review. This course
will cover the MOR process including notification and scheduling, submission of materials for the desk
review, the on-site review, the exit interview, the summary report, and responding to and appealing
findings. We will review the MOR Road Map (the 9834 form) and explain the scoring system, and
you will learn when and how to prepare, pitfalls to avoid, and what to do when the reviewer gets it wrong.

Waiting List Management
Format: 90 minute webinar or 1¼ - 1½ hour conference session.

Focus: Knowing the regulations and processes for managing a HUD property waiting list are put
to the test in an MOR. More importantly, they are key to staying in compliance with Fair Housing laws.
This webinar will review creating and maintaining, opening and closing, placing families with disabled
members, documenting changes, updating waiting list information, removing names from the waiting
list, reinstating applicants to the list, and record-keeping.

Tenant Selection Basics
Format: 90 minute webinar or 1¼ - 1½ hour conference session.

Focus: Much has changed since our last MOR's back in 2011 and your PBCA is looking to make sure you have kept pace
with the changes. This course will cover required, allowed, and prohibited screening practices, income targeting, preferences,
implementing your occupancy standards when placing tenants, accepting applicants for the waiting list, approval for occupancy,
rejecting applicants, how reasonable accommodation and VAWA notification play a part in the process, and making sure you are
in compliance with your updated tenant selection plan.

EIV Income Discrepancies: Don't Go Crazy - It's a Tool!

Format: 90-minute webinar or 1¼ - 1½ hour conference session.

Focus: This introduction to the EIV income discrepancies simplifies what at first glance is very
complicated. The course shows you how to "read" an Income Discrepancy Report - the Period of
Income, Effective Date of Action, Actuals vs. Annualized Last Quarter, and how EIV comes up
with those negative and positive numbers. You will learn the causes of false and true discrepancies
and the basics of how to investigate and resolve them.

Low Income Housing Credits

Fair Housing

Affordable Housing Extra

Upcoming Training

View and Sign Up for Upcoming Training

Certification Courses

Download Certification Course Catalog

These courses can be sponsored by the local AHMA and/or offered to private companies.

Move your cursor over the bullets to see the course description.

Fair Housing Compliance (FHC™)

The requirements set forth in the Fair Housing Act and Section 504 regulations are
enormously complex and far-reaching. NAHMA's Fair Housing Compliance™
(FHC™)course trains managers to understand these complex regulations, and
provides clear instructions on fair housing laws.

The comprehensive, practical training manual for this course includes ready-to-use
documents and forms to conduct a Section 504 Self- Evaluation and sample
Transition Plan. The course teaches a step-by-step approach to determining
the administrative and financial feasibility of making units accessible.

Not only does NAHMA's Fair Housing course cover the application process, which
includes screening, accepting, and rejecting applicants, it also presents instruction
on developing company-wide policies and procedures.

certification program. All participants who successfully complete the course will
receive a FHC certificate and lapel pin. Gwen Volk is an approved NAHMA instructor
for this course.

Certified Professional of Occupancy (CPO™)

The Certified Professional of Occupancy™ (CPO™) course is the only comprehensive program
covering the entire HUD Handbook 4350.3 including the latest revisions. Each participant receives
an updated version of this Handbook in the course.

An extensive course manual with 31 chapters covers topics from eligibility criteria, standards,
tenant selection and screening to non-discrimination, allowances, adjusted income, certifying
tenants and annual recertification. Each chapter is followed by a mini quiz with an opportunity for
questions. Evening optional review sessions are offered.

After this three day CPO course, managers will have mastered using the HUD Handbook
effectively. After completing the two and one-half days of interactive instruction, participants must
pass a rigorous one-half day exam (multiple choice and case study) to become certified CPOs.
Gwen Volk is an approved NAHMA instructor for this course.

The CPO is a requirement for NAHMA's NAHP® designation program. All participants who
successfully complete the course will receive a CPO certificate and lapel pin.

Advanced Issues in HUD Occupancy

NAHMA's Advanced Issues in HUD Occupancy course is a comprehensive program designed to
cover advanced topics related to working with the HUD 4350.3 Occupancy handbook (version
REV 1-Change 4), such as managing mixed-finance properties, managing corporate access to
HUD secure systems, managing front-line staff in their occupancy compliance duties, and more.
Gwen Volk is an approved NAHMA instructor for this course.

Each participant will receive a copy of the NAHMA Advanced Issues in HUD Occupancy manual.
The program is composed of classroom instruction and a two-hour exam. Individuals must pass
the exam to obtain the NAHMA course certificate. It is recommended that course attendees have
a working knowledge of the HUD 4350.3 Handbook prior to registration.
Specialist in Housing Credit Management (SHCM®) Exam Review Course
The SHCM® Exam Review Course includes 12 hours of instruction on the four areas of
knowledge covered by the SHCM® exam: program regulations, unit eligibility, applicant
eligibility and certification, and documentation, recordkeeping, compliance monitoring and
reporting. Gwen Volk has taught the SHCM® Exam Review Course for private companies
as well as through the NAHMA approved providers. She has frequently been a trainer for
NAHMA/NAA's SHCM® on-line Blended Learning course which is offered twice a
year as a series of live webinars.

The Specialist in Housing Credit Management® (SHCM®) certification has been
developed by the National Affordable Housing Management Association (NAHMA)
especially for management professionals involved with properties developed and
operated under the Low Income Housing Tax Credit (LIHTC) program. The SHCM® is
designed by management professionals for management professionals to ensure they
have attained the knowledge, experience and competence required to excel in the
housing credit property management industry. One key requirement for entry into the
SHCM® application process is 12 hours of housing credit education followed by sitting for
and passing the SHCM® exam.