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Blended Programs

Our Blended Program compliance courses are continually updated to reflect the most current requirements. We offer courses suitable for agents and owners as well as courses for both new and experienced on-site staff. Select a course to find out the available formats and to read the course description. For a complete list of courses, download our Signature Course Catalog.

Intro to Managing Blended Program (Layered) Properties

Format: On-Site: 1 – 1½ hours or Virtual: 90 minutes

Focus: HUD and RD are encouraging, and Owners are increasingly turning to the use of multiple funding programs to acquire and recapitalize affordable housing properties. This course provides an overview of the potential conflicts and challenges of managing such combinations. The course highlights key areas of difference among the compliance rules and processes managers encounter when owners mingle project-based Section 8, older HUD programs, Rural Development, HOME, Housing Choice Vouchers, Low Income Housing Credit, Tax-Exempt Bonds, and the Rental Assistance Demonstration (RAD) program.

Challenges of Managing Blended Program (Layered) Properties Workshop

Format On-Site: 6-hour Workshop or One 6-hour session or two 3-hour sessions
Focus: HUD and RD are encouraging, and Owners are increasingly turning to the use of multiple funding programs to acquire and recapitalize affordable housing properties. This session provides an in-depth review of the potential conflicts and challenges of managing such combinations and case studies to help participants think through and resolve typical problems they may encounter. The course covers more than 40 areas of difference among the compliance rules and processes managers encounter when owners mingle project-based Section 8, older HUD programs, Rural Development, HOME, Housing Choice Vouchers, Low Income Housing Credit, Tax-Exempt Bonds, and the Rental Assistance Demonstration (RAD) program.

Blended Occupancy Challenges: Income-Eligibility- Rents & UAs – Student

Format: On-Site: 3 hours or Virtual: Two 90-minute sessions

Focus: An overview of the areas of difference when LIHTC, HOME, Section 8, Bond, and RD programs are blended plus a closer look at managing the differences in student eligibility rules, treatment of over-income households, and rent calculation.

The Student Rules: Keeping Them Straight

Format: On-Site: 1 – 1½ hours or Virtual: 90 minutes

Focus: Every program has its own student rules - all can be confusing - both individually and when programs are combined. The webinar breaks down the rules for Section 8, LIHC, Bond, Rural Development, HOME, RAD, and other programs. A real-world practicality will be included as a sample of "Student Rule Challenges" are presented and solved throughout the course.

Verifying and Calculating Income on Blended Properties

Format: On-Site: 1 – 1½ hours or Virtual: 90 minutes

Focus: This course reviews the methods of verifying and calculating income for the Section 8, HOME, RD, and Tax Credit programs and highlights the differences that can and will produce different income calculations for each program. When appropriate, information is customized to address state-specific requirements applicable to the anticipated attendees. We will also discuss documenting the file(s) and explaining to residents why you are asking them to sign conflicting income certifications

Working with Earned Income - All Programs

Format: On-Site: 1 – 1½ hours or Virtual: 90 minutes

Focus: The 4350.3 Chapter 5 and Exhibit 5-1 define what is and is not income and whose income is included for all affordable housing programs. Methods of verifying and calculating, however, can and sometimes do differ from program to program and from state to state. This class takes an in-depth look at the types of earned income including methods of verifying and calculating for HUD, RD, Tax Credit and HOME. New Age assets are covered. Mini-quizzes and case studies are included. Students will need a calculator.

Working with Unearned Income - All Programs

Format: On-Site: 1 – 1½ hours or Virtual: 90 minutes

Focus: The 4350.3 Chapter 5 and Exhibit 5-1 defines what is considered unearned income for all affordable housing programs. Unlike other types of income, unearned income is included for all household members, regardless of their age. Methods of verifying and calculating unearned income can and sometimes do differ from program to program and from state to state. This class takes an in depth look at the various types of unearned income and how they are handled in HUD, RD, Tax Credit and HOME. Mini-quizzes and case studies will be included. Students will need a calculator.

Working with Assets – All Programs

Format: On-Site: 1 – 1½ hours or Virtual: 90 minutes

Focus: The 4350.3 Chapter 5 and Exhibit 5-2 define what is and is not an asset for all affordable housing programs. Methods of verifying assets and calculating income from assets, however, can and sometimes do differ from program to program and from state to state. This class takes an in depth look at the various types of assets and assets disposed of for less than fair market value including methods of verifying assets and calculating income from assets for HUD, RD, Tax Credit and HOME. Gig income is covered. Mini-quizzes and case studies are included. Students will need a calculator.

Handling an MOR on a Tax Credit Property

Format: On-Site: 1 – 1½ hours or Virtual: 90 minutes

Focus: With so many HUD properties recapitalizing with tax credits, managers are now faced with state agency compliance audits as well as Management and Occupancy Reviews by the PBCA. This session will review the keys to a successful MOR and discuss the special issues that arise when your property is layered with tax credits.

Transitioning to Tax Credits – Introduction to Acquisition/Rehab

Format: On-Site: 1 – 1½ hours or Virtual: 90 minutes

Focus: The owner informs you that she is adding a layer of tax credits to your Section 8 property to provide funds for capital improvements and modernization. “You already know how to do Section 8,” she adds. “How hard could it be?” How does the change effect your residents, your applicants, and your management practices?