2011 HFA Institute

Agenda

View the 2011 HFA Institute Brochure

Housing Credit

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MRBs and Federal Mortgage Insurance

Section 8

Housing Credit Module
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Sunday, January 9
All sessions open to Housing Credit Allocating Agencies only.

11:00 a.m. – 5:00 p.m.
Registration & Information

1:00 p.m. – 1:45 p.m.
The National Review
Join NCSHA to assess the 2011 policy landscape, including the status of legislative proposals to extend the Housing Credit Exchange Program and NCSHA’s other legislative and regulatory

priorities, the latest Treasury and HUD guidance, federal agency appropriations, and other hot topics.

Participants:
Garth Rieman | Director, Housing Advocacy & Strategic Initiatives | National Council of State Housing Agencies
James Tassos | Senior Legislative and Policy Associate | National Council of State Housing Agencies

1:45 p.m. – 2:00 p.m.

Break

2:00 p.m. – 5:00 p.m. Concurrent Community Meet-Ups

Housing Credit Development
Allocating agency development staff discuss the latest federal program guidance, 2011 QAP and allocation trends, securing equity investment for current allocations, reaching extremely low-income families, and state Credit portfolio analysis.

Discussion Leaders:

Laura Nicholson | Development Director | South Carolina State Housing Finance and

Development Authority

Natasha Weaver | Manager, Tax Credit Program | Colorado Housing and Finance Authority

Housing Credit Compliance
Allocating agency monitoring staff delve deep into the latest federal program guidance, new state monitoring policies, IRS compliance coordination, implementation of new income limits, and HUD’s tenant data collection.

Discussion Leaders:

Patricia Murphy | Chief of Compliance and Asset Oversight | Texas Department of Housing

and Community Affairs

Tim Sovold | Director, Compliance and Preservation Division | Washington State Housing

Finance Commission

Monday, January 10

7:30 a.m. – 5:30 p.m.
Registration & Information

7:30 a.m. – 8:40 a.m.
Continental Breakfast

8:45 a.m. – 10:15 a.m.
IRS Policy Briefing
(Open to Housing Credit Allocating Agencies only)
Senior IRS representatives convene with allocating agency staff to probe forthcoming program guidance, IRS form revisions, state Credit ceiling issues, IRS compliance activity, and federal streamlining efforts.

PUBLIC CONFERENCE BEGINS - SESSIONS OPEN TO ALL ATTENDEES

10:30 a.m. – 12:00 p.m.
2011 Housing Credit Industry Outlook
Join industry leaders for sage perspectives on election results, housing market recovery prospects, the forecast for 2011 equity investment, NCSHA’s updated recommended practices, and prospects for legislative changes.

Discussion Leader:
Garth Rieman | Director, Housing Advocacy & Strategic Initiatives | National Council of State Housing Agencies

12:00 p.m. – 1:15 p.m.
Lunch

1:15 p.m. – 2:30 p.m. Concurrent Sessions

Compliance Hot Topics
Join federal officials and industry experts to discuss new income limits, tenant data collection, fair housing, and other pressing compliance matters.

Discussion Leader:
Tim Sovold | Director, Compliance and Preservation Division | Washington State Housing Finance Commission

State Development Policy Forum
State agency allocation officials spotlight innovative new Housing Credit policies. Explore 2011 allocation plan strategies, scoring priorities, and forward-thinking program objectives.

Discussion Leader:
Catherine Racer | Associate Director | Massachusetts Department of Housing & Community Development

2:30 p.m. – 2:45 p.m.

Break

2:45 p.m. – 4:00 p.m. Concurrent Sessions

Rescuing Troubled Properties
Brainstorm solutions to challenging issues facing the Housing Credit portfolio, including reduced margins between Housing Credit and market rents, stressed operating budgets and reserves, mounting capital needs, and property disposition options.

Discussion Leader:
Sean Thomas | Director, Planning, Preservation and Development | Ohio Housing Finance Agency

Tackling Compliance Complexities
Discuss today’s challenges in Housing Credit monitoring, including handling multiple income limits for certain areas, site visit safety, monitoring for multiple subsidies, ARRA compliance challenges, and multiple building elections

Discussion Leader:
Renee Dickinson | Tax Credit Compliance Officer | Minnesota Housing

4:00 p.m. – 4:15 p.m.

Break

4:15 p.m. – 5:30 p.m. Concurrent Sessions

Capitalizing on Equity Market Optimism
National investment experts assess the 2011 Housing Credit equity market, including new investor motivations, the impact of the possible Credit Exchange extension, legislative proposals to invigorate Credit investment, new syndicator structuring techniques, potential CRA reform, and investor underwriting requirements.

Discussion Leader:
William Pavão | Executive Director | California Tax Credit Allocation Committee

Noncompliance Correction Strategies
Explore IRS, state agency, owner, and management perspectives on identifying Housing Credit noncompliance, implementing effective correction techniques, and enhancing communication among
affected parties.

Discussion Leader:
Christine Bennett | Compliance Coordinator | Ohio Housing Finance Agency

5:30 p.m. – 6:30 p.m.
Credit Happy Hour

Tuesday, January 11

7:30 a.m. – 8:25 a.m.
Continental Breakfast

8:30 a.m. – 5:15 p.m.
Registration & Information

8:30 a.m. – 9:45 a.m. Concurrent Sessions

Housing Credit Market Analysis in Uncertain Times
As economic volatility and uncertainty continues, some housing markets are faring better than others. Hear how market analysts, investors, and state agencies evaluate the existing housing inventory, the development pipeline, market rent levels, employment trends, and local area projections to assess the viability of proposed Housing Credit deals.

Discussion Leader:
Darrell Beavers | Housing Development Team Manager | Oklahoma Housing Finance Agency

State Compliance Policy Forum
State agency monitoring officials describe recent changes in Housing Credit compliance policies. Survey 2011 compliance strategies, asset management procedures, new monitoring challenges, and fresh ideas for approaching the critical role of Housing Credit program monitoring.

Discussion Leader:
Patricia Murphy | Chief of Compliance and Asset Oversight | Texas Department of Housing and Community Affairs

10:00 a.m. – 11:15 a.m. Concurrent Sessions
Development and Tax Roundup
Nationally renowned tax advisors discuss current Housing Credit development complexities, including new strategies for deal structuring, attracting investors, underwriting, preservation, and property disposition.

Discussion Leader:
Kevin Tatreau | Director of Multifamily Development Programs | Florida Housing Finance Corporation

Compliance and Management Exchange
Share best practices and discuss emerging compliance and property management challenges with a panel of industry compliance professionals.

Discussion Leader:
Renee Dickinson | Tax Credit Compliance Officer | Minnesota Housing

11:30 a.m. – 12:30 p.m.
Joint Session: Charting the Course for the Housing Credit
As the Housing Credit approaches its 25th anniversary, state agencies continue to explore new ways to maximize the program’s effectiveness. Learn what the federal agency streamlining efforts, additional GAO assessments, state portfolio analysis, and other policy initiatives suggest about the future direction of the program.

Discussion Leader:
Mark Shelburne | Counsel and Policy Coordinator | North Carolina Housing Finance Agency

Participants:
Benjamin Metcalf | Senior Advisor to the Deputy Assistant Secretary for Multifamily Housing Programs | U.S. Department of Housing & Urban Development
Michael Novey | Associate Tax Legislative Counsel, Office of Tax Policy | U.S. Department of the Treasury
Jeanne Peterson | Principal | Reznick Group
Adrienne Quinn | Vice President of Public Policy and Government Relations | Enterprise Community Investment, Inc.
Mathew Scire | Director, Financial Markets and Community Investment | Government Accountability Office

HOME Module
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Tuesday, January 11

8:30 a.m. – 5:15 p.m.
Registration & Information

1:00 p.m. – 3:30 p.m. Concurrent Sessions

HOME Essentials, Part 1
Expert trainer Monte Franke guides you through the HOME program’s essential components. Study the ins and outs of eligible activities, affordability and income requirements, program administration, and
compliance.

Trainer:
Monte Franke | Principal | Franke Consulting Group

Using Low Income Housing Tax Credits with HOME, Part 1
Expert trainers guide you through combining HOME funds and Housing Credits. Review areas of overlap, such as rent, tenant income, and unit mix requirements; and important program differences;
explore the impact of HOME funds on a development’s Housing Credit rate and eligible basis; and discuss using HOME as gap financing.

Trainers:
Marsha Tonkovich | Senior Vice President | ICF International
Charles Wilkins | Principal | The Compass Group, LLC

3:30 p.m. – 3:45 p.m.

Break

3:45 p.m. – 5:30 p.m. Concurrent Sessions
HOME Essentials, Part 2
See description under Part 1.

Using Low Income Housing Tax Credits with HOME, Part 2
See description under Part 1.

5:30 p.m. – 6:30 p.m.
HOME Happy Hour

Wednesday, January 12

7:30 a.m. – 5:30 p.m.
Registration & Information

7:30 a.m. – 8:40 a.m.
Continental Breakfast

8:45 a.m. – 10:30 a.m.
Joint Session: Breaking News from HUD
HUD HOME officials brief you on the latest HOME news. Where is the HOME program headed after its first two decades? Get updates on program guidance, regulations, and the funding outlook. Find out about the prospects for the Housing Trust Fund and how it will impact HOME.

Discussion Leader:
Garth Rieman | Director, Housing Advocacy & Strategic Initiatives | National Council of State Housing Agencies

Participants:
Peter Huber | Director, Financial and Information Services Division, Office of Affordable Housing Programs | U.S. Department of Housing & Urban Development
Mercedes Márquez | Assistant Secretary Community Planning and Development | U.S. Department of Housing & Urban Development
Virginia Sardone | Director (Acting) and Deputy Director, Office of Affordable Housing Programs | U.S. Department of Housing & Urban Development
Marcia Sigal | Director, Program Policy Division, Office of Affordable Housing Programs | U.S. Department of Housing & Urban Development
Clifford Taffet | Acting General Deputy Assistant Secretary, Community Planning and Development | U.S. Department of Housing & Urban Development

10:30 a.m. – 10:45 a.m.

Break

10:45 a.m. – 11:30 a.m.
Concurrent HUD Clinics
Back by popular demand, these informal clinics are your opportunity to speak directly with HUD officials. Four concurrent clinics will cover hot HOME topics, environmental reviews, the Housing Trust Fund, and the Integrated Disbursement Information System (IDIS).

Environmental Reviews

Trainers:
Charles Bien | Environmental Review Division Director | U.S. Department of Housing & Urban Development
Danielle Schopp | Environmental Specialist | U.S. Department of Housing & Urban Development

Integrated Disbursement Information System (IDIS)

Trainer:
Peter Huber | Director, Financial and Information Services Division, Office of Affordable Housing Programs | U.S. Department of Housing & Urban Development

The Housing Trust Fund

Trainer:
Marcia Sigal | Director, Program Policy Division, Office of Affordable Housing Programs | U.S. Department of Housing & Urban Development

Hot HOME Topics, Part 1

Trainer:
Virginia Sardone | Director (Acting) and Deputy Director, Office of Affordable Housing Programs | U.S. Department of Housing & Urban Development

11:30 a.m. – 11:45 a.m.

Break

11:45 a.m. – 12:30 p.m.
Concurrent HUD Clinics
Continue your conversations with HUD in four clinics covering hot HOME topics, fair housing, Section 3, and the Neighborhood Stabilization Program (NSP).

Fair Housing

Trainers:
Kathleen Bialas | Assistant General Counsel, Office of Assisted Housing and Community Development | U.S. Department of Housing & Urban Development
Jack Malgeri | Director, Program Standards & Compliance Division, Fair Housing & Equal Opportunity | U.S. Department of Housing & Urban Development

Neighborhood Stabilization Program (NSP)

Trainer:
John Laswick | NSP Team Leader | U.S. Department of Housing & Urban Development

Section 3

Trainer:
Rafiq Munir | Program Analyst, Economic Opportunities Division | U.S. Department of Housing & Urban Development

12:30 p.m. – 1:45 p.m.
Lunch

1:45 p.m. – 3:30 p.m. Concurrent Sessions

Using HOME Money
Does your HOME program plan suit your state’s changing environment? Analyze your approach to using HOME funds. Consider how HOME’s eligible activities and targeting requirements enable it to meet particular needs and complement other state and local programs.

Trainer:
Monte Franke | Principal | Franke Consulting Group

Rental Housing Compliance
Dive into the details of compliance requirements for HOME rental properties. Participate in an in-depth training session covering inspections, rents, income documentation, sales during the
affordability period, and how to address troubled rental projects.

Trainers:
Phil Jones | Expert Consultant | ICF International
Marsha Tonkovich | Senior Vice President | ICF International

3:30 p.m. – 3:45 p.m.

Break

3:45 p.m. – 5:15 p.m. Concurrent Sessions

Cross-Cutting Regulations
Walk through HOME’s “other” requirements with expert trainers. Sharpen your knowledge of fair housing, Section 3, equal opportunity, Davis-Bacon, and environmental review requirements.

Trainer:
Kelly Price | Vice President | ICF International

Coordinating HOME with Other Federal Housing Programs
Strategize on using HOME in the broader context of other affordable housing and community development programs. Representatives from multiple HUD offices discuss other federal housing programs and how HOME can complement them. Find out about HUD’s efforts to align federal rental housing program requirements and regulations.

Discussion Leader:
Clifford Taffet | Acting General Deputy Assistant Secretary, Community Planning and Development | U.S. Department of Housing & Urban Development

Participants:

Laurence Anderson | Office of Rental Housing Preservation | U.S. Department of Agriculture/Rural Housing Service
David Lipsetz | Senior Policy Advisor, Office of Public and Indian Housing | U.S. Department of Housing & Urban Development
Christopher Tawa | Senior Advisor to the Deputy Assistant Secretary, Office of Multifamily Housing Programs | U.S. Department of Housing & Urban Development
Stockton Williams | Senior Advisor | U.S. Department of Housing & Urban Development

Thursday, January 13

7:00 a.m. – 5:30 p.m.
Registration & Information

7:00 a.m. – 8:25 a.m.
Continental Breakfast

8:30 a.m. – 9:45 a.m. Concurrent Sessions
Asset Management
Learn how to improve the long-term value of your HOME developments through strong asset management. Evaluate property management options, portfolio management, and troubled property
intervention strategies. Hear how to ensure developments continue to meet HOME requirements in the future.

Trainer:
Monte Franke | Principal | Franke Consulting Group

A Sustainable HOME
Go beyond energy-efficiency and explore other ways to make your HOME units more sustainable. Focus on key elements of a sustainable approach to neighborhood revitalization and how HOME can be a part of those efforts.

Trainers:
Scott Ledford | Senior Project Manager | ICF International
Harrison Rue | Principal | ICF International

9:45 a.m. – 10:00 a.m.

Break

10:00 a.m. – 11:30 a.m. Concurrent Meet-Ups
(Open to state HOME administrators only)
Homeownership Community
Find out how fellow states and PJs are using HOME in the current environment. Discuss issues including down payment assistance, counseling, and rehabilitation.
Discussion Leader:

Coralee Holloway | Director, Community Programs | Tennessee Housing Development

Agency

Rental Community
Exchange ideas on rental development, monitoring, compliance, underwriting, and asset management. Discuss ways to increase efficiency in developing rental housing with HOME.

Discussion Leader:

Cameron Dorsey | Manager, HOME Division | Texas Department of Housing and

Community Affairs

MRBs and Federal Mortgage Insurance Module
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Wednesday, January 12

7:30 a.m. – 5:30 p.m.
Registration & Information

2:00 p.m. – 3:15 p.m. Concurrent Sessions
Mortgage Revenue Bond Essentials, Part 1
Dig into the details of the MRB and Mortgage Credit Certificate (MCC) programs, including income and property eligibility requirements, bond issuance and structuring, compliance monitoring, and trustee
and rating agency roles. Discover how states are utilizing federal resources to issue bonds and access liquidity in today’s market.

Discussion Leader:
Karen Harkin | Director, Home Finance | Colorado Housing and Finance Authority

Servicing Essentials
Cover servicing basics, including loan processing, portfolio management, foreclosure prevention, and loss mitigation. Explore new strategies for servicing delinquent loans and how to incorporate
best practices and technologies for managing risk.

Discussion Leader:

Thomas Brzana | Manager of Business Systems | Pennsylvania Housing Finance Agency

Participants:
Mike King | Single-Family Administrator | Alabama Housing Finance Authority
Allen H. Jones | Managing Director | RiskSpan, Inc.

3:15 p.m. – 3:30 p.m.

Break

3:30 p.m. – 5:30 p.m. Concurrent Sessions
Legal Essentials for Homeownership

Find out what you need to know about HOEPA, the SAFE Act, RESPA, and new Truth in Lending regulations. Hear how new mortgage product standards under the Dodd – Frank Wall Street Reform and Consumer Protection Act could impact HFAs.

Discussion Leader:

Rebecca Peace | Chief Counsel | Pennsylvania Housing Finance Agency

Participants:

Jim Michaels | Assistant Director, Division of Consumer and Community Affairs | Board of Governors of the Federal Reserve System

Teresa Payne | Deputy Assistant Secretary for Regulatory Affairs | U.S. Department of Housing & Urban Development

Bart Shapiro | Director, RESPA and Interstate Land Sales | U.S. Department of Housing & Urban Development

Mortgage Revenue Bond Essentials, Part 2
See description under Part 1.

Thursday, January 13

7:00 a.m. – 5:30 p.m.
Registration & Information

7:00 a.m. – 8:25 a.m.
Continental Breakfast

8:30 a.m. – 10:15 a.m.
Joint Session: Industry and Washington Outlook

Experts discuss the future of housing finance reform, FHA, Ginnie Mae, and housing market trends. Get NCSHA’s perspective on the outlook for homeownership-related affordable housing legislation in the new post-election Congress.

Discussion Leader:

Garth Rieman | Director, Housing Advocacy & Strategic Initiatives | National Council of

State Housing Agencies

Participants:
Vicki Bott | Deputy Assistant Secretary for Single-Family Housing | U.S. Department of Housing & Urban Development
Jay Brinkmann | Chief Economist and Senior Vice President of Research and Economics | Mortgage Bankers Association

10:30 a.m. – 12:00 p.m.

Joint Session: IRS and Treasury Perspectives

What is the legislative and regulatory outlook for MRBs in 2011? Get an up-to-the-minute update from Administration officials about regulatory guidance, bond compliance initiatives, and enforcement efforts that could impact MRBs.

Discussion Leader:
Joseph Knopic | Director of Finance | Pennsylvania Housing Finance Agency

12:00 p.m. – 1:15 p.m.

Lunch

1:15 p.m. – 2:30 p.m.

Joint Session: Dialogue with FHA, Ginnie Mae, and USDA Management

Senior program officials talk about the FHA, Ginnie Mae, and RD initiatives. Hear about Ginnie Mae’s collaborative efforts with HFAs. Find out about the state of the FHA Insurance Fund and rural housing loan programs.

Discussion Leader:

Dee Taylor | Director, Homeownership Division | Washington State Housing Finance Commission

Participants:
Kathleen Gibbons | Director, Single Family MBS Division | Ginnie Mae
Karin Hill | Director, Office of Single-Family Program Development, Deputy Assistant Secretary for Single-Family Housing | Federal Housing Administration
Tammye Trevino | Administrator of Housing and Community Facilities | U.S. Department of Agriculture

2:30 p.m. – 2:45 p.m.

Break

2:45 p.m. – 4:00 p.m. Concurrent Sessions

Using NIBP and TCLP

Get a status report from Administration officials on NIBP and TCLP. Senior HFA staff discuss the impact of new program rules and reporting requirements.

Discussion Leader:

Greg Spurgeon | Single Family Homeownership Administrator | Missouri Housing Development Commission

Implementing the Hardest Hit Fund and Emergency

Homeowner Loan Programs As HFAs and their partners hustle to implement new federal foreclosure prevention programs, HUD and Treasury leaders give an update on the programs’ progress to date.

Discussion Leader:

David Westcott | Director of Homeownership Programs | Florida Housing Finance Corporation

Participants:

William Apgar | Senior Advisor for Mortgage Finance | U.S. Department of Housing & Urban Development

4:00 p.m. – 4:15 p.m.

Break

4:15 p.m. – 5:30 p.m. Concurrent Sessions

Loss Mitigation and Servicing Q&A
Get your servicing questions answered in this open forum with senior FHA and Treasury experts. Share your experiences working with loss mitigation tools, including the Home Affordable Modification Program (HAMP) and HOPE for Homeowners.

Discussion Leader:
Susan Semba | Director Homeownership Lending | Idaho Housing and Finance Association

Participants:
Laurie Maggiano | Director of Policy, Homeownership Preservation Office | U.S. Department of the Treasury
Leslie Bromer | Housing Policy Specialist, Office of Single-Family Management | Federal Housing Administration

Financial Reform and Regulatory Update

Examine the Dodd-Frank Wall Street Reform and Consumer Protection Act’s impact on HFAs. Learn about new risk retention requirements, derivatives regulation, and mortgage product standards. Hear federal regulators discuss rule-writing plans and compliance deadlines. Find out how HFAs are managing new disclosure and reporting requirements.

Discussion Leader:
Frederic Ballard | Partner | Ballard Spahr LLP

5:30 p.m. – 6:30 p.m.
MRB & Section 8 Happy Hour

Friday, January 14

8:30 a.m. – 11:00 a.m.
Registration & Information

7:00 a.m. – 8:25 a.m.
Continental Breakfast

8:30 a.m. – 10:00 a.m.
Joint Session: Bond Market Outlook

Industry experts discuss the outlook for the Housing Bond market, the impact of NIBP, and bond structuring alternatives. Review recent HFA bond issues. Consider alternatives to NIBP and TCLP for attracting investors and finding liquidity.

Discussion Leader:
Robert Cook | Senior Director, Finance & IT Services | Washington State Housing Finance Commission

10:00 a.m. – 10:15 a.m.

Break

10:15 a.m. – 12:00 p.m. Concurrent Meet-Ups
(Open to HFAs only)
Loan Servicing Community

An informal and frank conversation about loss mitigation, HAMP, foreclosure prevention programs, and complying with FHA and other servicing requirements.

Discussion Leader:

Stephen Fisher | Senior Director of Loan Servicing | West Virginia Housing Development

Fund

Single-Family Development Community

An informal and frank conversation about current lending challenges, accessing down payment resources, underwriting approaches, complying with various federal requirements, and expanding loan production.

Discussion Leader:

Lee Ann Smith | Director, Single-Family Programs | Oklahoma Housing Finance

Agency

Section 8 Module
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Wednesday, January 12

7:30 a.m. – 5:30 p.m.
Registration & Information

3:00 p.m. – 4:15 p.m.

HUD’s Section 8 Contract Renewal Guide and MOR Changes

Senior HUD officials discuss how changes in HUD’s policies related to contract renewals and Management and Occupancy Reviews (MORs) will impact your daily work as a PBCA. Learn about new regulations related to contract renewal Option Four and budget-based rent increases. Explore policy implications of HUD’s new Chapter 4350.1.

Participants:

Catherine Brennan | Director of Housing Assistance Policy Division | U.S. Department of Housing & Urban Development
Harry Messner | Acting Director, Team Leader – Policy and Participation Standards Division | U.S. Department of Housing & Urban Development

Yvette Viviani | Housing Program Manager | U.S. Department of Housing & Urban Development

4:00 p.m. – 4:15 p.m.

Break

4:30 p.m. – 5:30 p.m.

Coping with EIV

HUD provides the latest on its Enterprise Income Verification (EIV) system, including what is expected from PBCAs. Explore sticky issues, such as handling repayment agreements, transmitting corrections to HUD 50059s, and withdrawing assistance.

Participants:
Catherine Brennan | Director of Housing Assistance Policy Division | U.S. Department of Housing & Urban Development
Yvette Viviani | Housing Program Manager | U.S. Department of Housing & Urban Development

Thursday, January 12

7:00 a.m. – 5:30 p.m.
Registration & Information

7:00 a.m. – 8:25 a.m.
Continental Breakfast

8:00 a.m. – 9:00 a.m.

Contract Administration Forum

Join this informal conversation about the policy changes and programmatic challenges facing all contract administrators.

Discussion Leaders:

Anne Christensen | Multifamily Housing Manager | Wisconsin Housing and Economic

Development Authority

Heather Wiedenfeld | Quality Assurance Auditor | Idaho Housing and Finance

Association

9:15 a.m. – 11:00 a.m.

HUD Update on ACC Revisions and Invitation for Submissions

Senior HUD officials review the revised ACC, the Invitation for Submissions for PBCAs, and the timeline for assigning new contracts to PHAs and report on other PBCA-related news.

Participant:
Deborah Lear | Director, Office of Housing Assistance Contract Administration Oversight | U.S. Department of Housing & Urban Development

11:00 a.m. – 11:15 a.m.

Break

11:15 a.m. – 12:00 p.m.

The Changing World of TRACS

HUD provides an update on TRACS and the integrated Multifamily Access eXchange (iMAX) and explains contract administrators’ responsibilities.

Participant:
Lanier Hylton | Director, Program Systems Management | U.S. Department of Housing & Urban Development

12:00 p.m. – 1:15 p.m.
Lunch

1:15 p.m. – 3:00 p.m.
PBCA Update with Mary Ross
Back by popular demand, Mary Ross discusses recent changes to HUD regulatory requirements in the Section 8 PBCA program. Learn about changes driven by the Rent Refinement Final Rule (changes to Social Security Number requirements and implementation of EIV), form changes, Handbook changes and clarifications, and new HUD Notices. Understand how program changes will affect the MOR. Ross provides resources that have become an integral part of the management process, sample checklists, and an explanation of some of the Secure Systems Reports used to monitor compliance.

Participant:
Mary Ross | President | Ross Business Development

3:00 p.m. – 3:15 p.m.

Break

3:15 p.m. – 5:30 p.m.
PBCA Update, Part 2
See description under Part 1.

5:30 p.m. – 6:30 p.m.

MRB and Section 8 Happy Hour

Sponsor

Friday, January 14

7:00 a.m. – 8:25 a.m.
Continental Breakfast

8:30 a.m. – 11:00 a.m.
Registration & Information

8:00 a.m. – 9:00 a.m.
(Open to HFAs only)

Contract Administration Community Meet-Up

An informal and frank conversation among state HFAs about HUD’s rebidding process, the revised ACC, preparing for transition, and other contract administration issues.

Discussion Leaders:

Genevra Demby | Director of Contract Administration | Maryland Department of Housing

and Community Development

Jennifer Tidwell | Deputy Director | Missouri Housing Development Commission

9:00 a.m. – 10:00 a.m.

Auto OCAFs: Moving Beyond the Pilot
HUD officials share lessons learned from the automatic Operating Cost Adjustment Factor (OCAF) pilot. Learn about HUD’s plans to expand the program. Understand the implications of using auto OCAFs for rent adjustments.

10:15 a.m. – 11:00 a.m.
Utility Allowances
HUD officials discuss HUD’s utility allowance (UA) policy, including the responsibilities of contract administrators to review UA adjustment requests. Compare experiences and approaches with other contract administrators. Discuss how variable energy costs are impacting Section 8 properties.

Discussion Leader:
Cheryl Jett | Director, Section 8 Contract Administration | Tennessee Housing Development Agency

11:00 a.m. – 12:00 p.m.
Aligning Federal Rental Programs
Learn about the Administration’s efforts to align federal rental programs across HUD, USDA, and Treasury. Discuss how administrative changes may reduce cost and complexity within rental subsidy programs and in policies related to physical inspections, reporting, compliance reviews, and subsidy layering reviews.

Participants:
Laurence Anderson | Office of Rental Housing Preservation | U.S. Department of Agriculture/Rural Housing Service
Bryan Hooper | Deputy Administrator, Multifamily Housing | U.S. Department of Agriculture/Rural Housing Service
Benjamin Metcalf | Senior Advisor to the Deputy Assistant Secretary for Multifamily Housing Programs | U.S. Department of Housing & Urban Development

Michael Novey | Associate Tax Legislative Counsel, Office of Tax Policy | U.S. Department of the Treasury

2011 HFA Institute

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