HOME and Housing Trust Fund
Speakers are being added as they are confirmed. Agenda subject to change.
Sunday Jan 12
Registration and Information
Capitol Ballroom Foyer, Ballroom Level
Concurrent Sessions
HOME Essentials, Part 1
Salon F/G, Ballroom Level
New to the HOME program or looking for a refresher on the basics? Monte Franke is back by popular demand to guide you through the essentials, including eligible activities, affordability and income requirements, monitoring and compliance, community housing development organizations (CHDOs), and program deadlines. Session continues at 3:45 p.m.
TRAINER:
Monte Franke, Principal | Franke Consulting Group
HOME Rental Compliance, Part 1
Salon D/E, Ballroom Level
Dive into the details of HOME rental compliance requirements with trainer Les Warner in an advanced session covering inspections, rents, utility allowances, income documentation, and tools to track the status of activities and compliance in your portfolio. Session continues at 3:45 p.m.
TRAINER:
Les Warner, Senior Technical Specialist | ICF
Networking Break
Grand Ballroom Foyer, Ballroom Level
Concurrent Sessions
HOME Essentials, Part 2
Salon F/G, Ballroom Level
See session description under Part 1.
HOME Rental Compliance, Part 2
Salon D/E, Ballroom Level
See session description under Part 1.
Monday Jan 13
Registration and Information
Capitol Ballroom Foyer, Ballroom Level
Continental Breakfast
Grand Ballroom Foyer and Salon IV, Ballroom Level
Plenary Session
Breaking News from HUD
Salon I/II, Ballroom Level
Hear the latest developments on HOME and the Housing Trust Fund (HTF) from officials at the Department of Housing and Urban Development (HUD), including updates on allocations, program performance, and expected guidance in 2020.
OPENING REMARKS:
Stockton Williams, Executive Director | National Council of State Housing Agencies
PARTICIPANTS:
Peter Huber, Deputy Director, Office of Affordable Housing Programs | U.S. Department of Housing and Urban Development
Henrietta Owusu, Director, Program Policy Division, Office of Affordable Housing Programs | U.S. Department of Housing and Urban Development
Ginny Sardone, Director, Office of Affordable Housing Programs | U.S. Department of Housing and Urban Development
Networking Break
Grand Ballroom Foyer, Ballroom Level
Concurrent Sessions
Resale and Recapture
Salon F/G, Ballroom Level
Discuss how to develop acceptable resale and recapture provisions for HOME homebuyer projects that meet your programmatic goals.
PARTICIPANTS:
Monte Franke, Principal | Franke Consulting Group
Martha Murray, Affordable Housing Specialist | U.S. Department of Housing and Urban Development
Written Agreements
Salon D/E, Ballroom Level
Explore the required provisions and mechanics of HOME/HTF written agreements and exchange transactional best practices and recommendations.
PARTICIPANTS:
Stephen Lathom, Senior Project Manager | TDA Consulting
Diane Thompson, Assistant Director, Program Policy Division, Office of Affordable Housing Programs | U.S. Department of Housing and Urban Development
Lunch
Salon IV, Ballroom Level
Concurrent Clinics
Allocating Costs in HOME Projects
Salon III, Ballroom Level
Learn the basic principles of cost allocation and how to use the HOME cost allocation tool.
PARTICIPANTS:
Stephen Lathom, Senior Project Manager | TDA Consulting
Caitlin Renner, Assistant Director, Program Policy Division, Office of Affordable Housing Programs | U.S. Department of Housing and Urban Development
HOME and HTF Environmental Reviews, Part 1
Salon F/G, Ballroom Level
HUD staff are on hand to guide you through the HOME and HTF environmental review processes and requirements. Hear their differences explained and learn what that means for your internal procedures and documentation. Discuss how to navigate the processes and requirements when projects are funded from both sources — and how to effectively manage it all. Session continues at 2:15 p.m.
PARTICIPANT:
Lauren McNamara, CPD Program Environmental Clearance Officer | U.S. Department of Housing and Urban Development
HTF Basics, Part 1
Salon D/E, Ballroom Level
During this two-part clinic, learn about (or brush up on!) the HTF’s key statutory and regulatory requirements and review recent implementation guidance from HUD. Session continues at 2:15 p.m.
PARTICIPANTS:
Kelly Price, Vice President | ICF
Les Warner, Senior Technical Specialist | ICF
Networking Break
Grand Ballroom Foyer, Ballroom Level
Latte Station
Grand Ballroom Foyer, Ballroom Level
Concurrent Clinics
HOME and HTF Environmental Reviews, Part 2
Salon F/G, Ballroom Level
See session description under Part 1.
HTF Basics, Part 2
Salon D/E, Ballroom Level
See session description under Part 1.
Income Eligibility for HOME and HTF
Salon III, Ballroom Level
Learn the process PJs and housing partners must follow to verify income eligibility and make adjusted income calculations for HOME and HTF. This training will provide an overview of the income definitions, required policies and procedures, timing of verifications, and documentation requirements. Explore income basics, Part 5 and IRS definitions, determining household composition, verification of income, and a brief overview of CPD’s income calculator.
PARTICIPANTS:
Milagro Fisher, Affordable Housing Specialist, Office of Affordable Housing Programs | U.S. Department of Housing and Urban Development
Shawna LaRue Moraille, Principal | ICF
Networking Break
Grand Ballroom Foyer, Ballroom Level
Concurrent Clinics
What’s New in IDIS
Salon III, Ballroom Level
A HUD expert answers your questions and shares what’s new in the Integrated Disbursement Information System for both HOME and HTF.
PARTICIPANT:
Jessica Suimanjaya, Affordable Housing Specialist, Office of Affordable Housing Programs | U.S. Department of Housing and Urban Development
Relocation Policies and Procedures
Salon F/G, Ballroom Level
How do your relocation policies and procedures measure up? Learn how to plan for relocations and to integrate your planning into your processes.
PARTICIPANT:
William Rudy, Director, Relocation and Real Estate Division | U.S. Department of Housing and Urban Development
Working with CHDOs
Salon D/E, Ballroom Level
Do you work with community housing development organizations? Review and ask questions about certification rules, reservation deadlines, and nonprofit capacity issues and workouts for CHDOs.
PARTICIPANTS:
Monte Franke, Principal | Franke Consulting Group
Joseph Iannuzzi, Affordable Housing Specialist, Office of Affordable Housing Programs | U.S. Department of Housing and Urban Development
Networking Break
Grand Ballroom Foyer, Ballroom Level
Concurrent Sessions
HOME Monitoring
Salon F/G, Ballroom Level
In this interactive session, discover how to use HUD’s updated monitoring exhibits for self-assessments and to develop risk-based monitoring policies and procedures.
TRAINER:
Les Warner, Senior Technical Specialist | ICF
Housing Counseling
Salon III, Ballroom Level
What does the HUD Housing Counseling Certification Rule mean for HOME and HTF? Review the rule and learn how HFAs and others can meet the upcoming certification exam deadline and participate in housing counseling programs.
PARTICIPANTS:
Jerrold Mayer, Director, Office of Outreach and Capacity Building | U.S. Department of Housing and Urban Development
Shawna LaRue Moraille, Principal | ICF
Using HOME Reports to Manage Your Programs
Salon D/E, Ballroom Level
Do you know what to review in your HOME reports to help you manage your programs? Exchange best practices as we discuss how to spot warning signs and identify common issues.
PARTICIPANTS:
Peter Huber, Deputy Director, Office of Affordable Housing Programs | U.S. Department of Housing and Urban Development
Kenneth Nelson, Affordable Housing Specialist, Office of Affordable Housing Programs | U.S. Department of Housing and Urban Development
Quinn Warner, Affordable Housing Specialist, Financial and Information Services Division, Office of Affordable Housing Programs | U.S. Department of Housing and Urban Development
HOME and Housing Trust Fund Networking Reception
Penn Avenue Terrace, Lobby Level
Tuesday Jan 14
Registration and Information
Capitol Ballroom Foyer, Ballroom Level
Continental Breakfast
Grand Ballroom Foyer and Salon IV, Ballroom Level
Concurrent Sessions
Combining HOME, HTF, and the Housing Credit
Salon F/G, Ballroom Level
How does a state’s role as a HOME or HTF lender and Housing Credit allocator affect its strategic approach to managing these resources? Hear about policy and structuring options to mitigate the risk involved with using HOME and HTF funds and share your challenges and best practices.
TRAINER:
Stephen Lathom, Senior Project Manager | TDA Consulting
Homebuyer Programs and Policies
Salon III, Ballroom Level
Learn the required elements of a participating jurisdiction’s policy for buyer underwriting, responsible lending and subordination, and the special considerations when HOME assistance is provided through mortgage lenders.
PARTICIPANTS:
Monte Franke, Principal | Franke Consulting Group
Joshua Furman, Affordable Housing Specialist | U.S. Department of Housing and Urban Development
Networking Break
Grand Ballroom Foyer, Ballroom Level
Community Meet-Ups
OPEN TO NCSHA HFA AND ASSOCIATE MEMBERS AND STATE HOME AND HTF ADMINISTRATORS ONLY
Homeownership
Salon III, Ballroom Level
Join other HOME and HTF administrators in an informal and candid conversation about homeownership opportunities and hurdles, IDIS, CHDO requirements, and fair housing rules. Exchange ideas on program design, down payment assistance, and housing counseling.
DISCUSSION LEADERS:
Nicole Gibson, Assistant Director of Homeownership Programs | Florida Housing Finance Corporation
Dale Quisgard, HOME Program Manager | Maryland Department of Housing and Community Development
Rental
Salon D/E, Ballroom Level
Join other HOME and HTF administrators to discuss rental challenges and opportunities, such as using IDIS, CHDO requirements, and fair housing rules. Share ideas on underwriting, monitoring, and loan servicing.
DISCUSSION LEADERS:
Marni Holloway, Director of Multifamily Finance | Texas Department of Housing and Community Affairs
Jennifer Marchand, Multifamily Program Compliance Technical Advisor | Oregon Housing and Community Services
