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    Agenda

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    January 7 – 9:  HOME and Housing Trust Fund
    January 9 – 11:  Housing Credit

    January 10 – 12:  MRBs and Other Federal Homeownership Programs

    January 10 – 12:  Section 8 and Other Federally Assisted Multifamily Housing


    HOME AND HOUSING TRUST FUND
    Schedule subject to change

    SUNDAY, JANUARY 7

    11:00 a.m. – 5:30 p.m.
    Registration and Information

    1:00 p.m. – 3:30 p.m. CONCURRENT SESSIONS
    HOME Administration, Part 1
    Examine the ins and outs of recent HOME policy and regulatory changes. This advanced training led by Les Warner provides guidance and strategies to address implementation challenges based on the 2013 HOME rule, financial oversight options for your portfolio, and a “how to” on implementing monitoring fees.

    HOME Essentials, Part 1
    Monte Franke is back by popular demand to lead this two-part training for anyone new to the HOME program or looking to brush up on HOME program basics. This course covers HOME program essentials, including eligible activities, affordability and income requirements, monitoring and compliance, community housing development organizations (CHDOs), and program deadlines.

    3:45 p.m. – 5:30 p.m. CONCURRENT SESSIONS
    HOME Administration, Part 2
    See session description under Part 1.

    HOME Essentials, Part 2
    See session description under Part 1.

    MONDAY, JANUARY 8

    7:30 a.m. – 5:15 p.m.
    Registration and Information

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

    8:30 a.m. – 10:30 a.m. PLENARY SESSION
    Breaking News from HUD

    Department of Housing and Urban Development (HUD) officials bring you the latest developments on HOME and the Housing Trust Fund (HTF). Get updates on allocations, program performance, and expected guidance in 2018.

    10:45 a.m. – 12:30 p.m. CONCURRENT SESSIONS
    IDIS for HOME and HTF

    Find out what’s new in the Integrated Disbursement Information System (IDIS) for both HOME and HTF. Ask HUD IDIS experts your questions directly.

    Implementing the Violence Against Women Act
    Understand HOME and HTF grantee responsibilities for implementing the Violence Against Women Act (VAWA), including core protections, lease bifurcation, and minimum requirements for emergency transfer plans.

    12:30 p.m. – 1:45 p.m.
    Lunch

    1:45 p.m. – 3:15 p.m. CONCURRENT SESSIONS
    Community Housing Development Organizations

    Review and discuss community housing development organization (CHDO) certification rules, reservation deadlines, and nonprofit capacity issues and workouts. Explore how HFAs are identifying CHDOs, fostering their creation and success, and assessing their qualifications and capabilities.

    Homebuyer Program Policies and Procedures
    How does your homebuyer program measure up? Discover how HUD’s new notice on HOME Homebuyer Policies and Procedures will impact your program.

    Income Eligibility for HOME and HTF
    Learn the basics of determining and documenting income for HOME and HTF beneficiaries, including a demonstration of the Community Planning and Development (CPD) Income Calculator. Discuss best practices, including how to communicate these requirements to staff, sub-recipients, and property managers.

    3:30 p.m. – 4:15 p.m. CONCURRENT CLINICS
    Clinics give attendees the opportunity to talk directly with senior HUD officials about critical HOME and HTF issues.

    • Clinic: CPD Disaster Recovery and Resilience Programs
    • Clinic: HOME and HTF Environmental Reviews
    • Clinic: HOME and HTF in RAD Deals
    • Clinic: Utility Allowances 

    4:30 p.m. – 5:15 p.m. CONCURRENT CLINICS 

    • Clinic: HOME Regulations Q&A
    • Clinic: Identifying and Linking Community-Based Services
    • Clinic: Preserving HOME Units

    5:15 p.m. – 6:15 p.m.
    HOME and Housing Trust Fund Happy Hour

    TUESDAY, JANUARY 9

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

    8:30 a.m. – 5:30 p.m.
    Registration and Information

    8:30 a.m. – 10:00 a.m. COMMUNITY MEET-UPS
    Open to NCSHA member HFAs and state HOME administrators only

    Homeownership Community Meet-Up
    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.

    Rental Community Meet-Up
    Join other HOME and HTF administrators to discuss rental challenges and opportunities, IDIS, CHDO requirements, and fair housing rules. Share ideas on underwriting, monitoring, and loan servicing.

    10:15 a.m. – 11:30 a.m. CONCURRENT SESSIONS
    Fair Housing for HOME and HTF Grantees

    Discuss what the Affirmatively Furthering Fair Housing rule means for HOME and HTF grantees. Get an update from HUD on its efforts to develop its state Fair Housing Assessment and Data and Mapping tools. Consider how HUD’s draft state Fair Housing Assessment Tool can be used to inform each state's Analysis of Impediments.

    Strategic Approaches to HOME, HTF, and the Housing Credit
    Explore how states’ roles as HOME or HTF lenders and Low Income Housing Tax Credit (Housing Credit) allocators affect their strategic approaches to managing these resources. Hear about policy and structuring options to mitigate the risk involved with using HOME and HTF funds. As the pace of initial HTF closings accelerates, examine early lessons learned in coordinating these similar but different production programs.

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    HOUSING CREDIT
    Schedule subject to change

    TUESDAY, JANUARY 9
    Open to NCSHA member HFAs and member Housing Credit allocating agencies only

    8:30 a.m. – 5:30 p.m.
    Registration and Information

    10:15 a.m. – 11:30 a.m. PRE-CONFERENCE TRAINING
    Housing Credit Program Basics

    Join us for this overview of Housing Credit program essentials with a special focus on state agency administration. Topics include Credit ceiling components, minimum development requirements, income and rent restrictions, qualified allocation plans, financial feasibility analysis, Credit calculation, compliance monitoring requirements, and IRS reporting.

    1:00 p.m. – 1:45 p.m. PLENARY SESSION
    Washington Update

    NCSHA’s policy team reviews the status of tax reform and previews the 2018 congressional tax and appropriations agenda. Hear about NCSHA’s efforts to save private activity Housing Bonds, strengthen the Credit and Housing Bond programs, and advance other HFA priorities.

    1:45 p.m. – 3:15 p.m. PLENARY SESSION
    IRS Policy Briefing

    Senior Internal Revenue Service officials meet with allocating agency representatives to discuss Housing Credit guidance and program administration issues.

    3:30 p.m. – 5:30 p.m. COMMUNITY MEET-UPS
    Housing Credit Development Community Meet-Up

    Allocating agency development officials share their experiences in Housing Credit allocation and underwriting and discuss emerging issues in program administration.

    Housing Credit Compliance Community Meet-Up
    Allocating agency compliance officials share their experiences in Housing Credit monitoring and discuss emerging issues in program compliance.

    WEDNESDAY, JANUARY 10
    Open to all

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

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

    8:30 a.m. – 10:00 a.m. PLENARY SESSION
    2018 Housing Credit Program Outlook

    Housing Credit industry leaders preview 2018 program activity, including the impact of tax reform and legislative program changes, IRS and HUD guidance, the soon-to-be-released Government Accountability Office report on development costs, implementation of the Housing Trust Fund, equity market activity, and new state agency policy initiatives.

    10:15 a.m. – 11:45 a.m. CONCURRENT SESSIONS
    Advancing Allocation Policy

    Senior allocating agency development officials discuss 2018 qualified allocation plan (QAP) changes and new strategies for Housing Credit allocation. Explore solutions to current program challenges, including increasing demands on the Credit, refining development cost limits, balancing housing needs and priorities, and preserving affordability.

    Compliance Hot Topics
    Federal agency officials address current topics in Housing Credit compliance, including forthcoming IRS program guidance, HUD tenant data collection efforts, and expansion of the federal physical inspection alignment initiative.

    11:45 a.m. – 1:00 p.m.
    Lunch

    1:00 p.m. – 2:15 p.m. CONCURRENT SESSIONS
    Multiple Subsidy Compliance Seminar

    Learn how to resolve conflicting compliance requirements in Housing Credit developments with multiple subsidies. Understand how project-based Section 8, Housing Choice Vouchers, the Rental Assistance Demonstration (RAD), and HOME assistance impact Housing Credit compliance rules and state agency monitoring responsibilities.

    Promoting Reasonable Cost and Long-Term Affordability
    Examine best practices in controlling Housing Credit development costs while ensuring the construction quality necessary for 30-year affordability. Analyze development cost drivers and the impact of construction material choices on durability and operating costs. Determine the appropriate balance between development cost and quality.

    2:30 p.m. – 4:00 p.m. CONCURRENT SESSIONS
    Enhancing Compliance Policy

    Senior allocating agency compliance officials preview recent changes in monitoring policies and new strategies for Housing Credit compliance. Discuss solutions to current monitoring challenges, including growing portfolios, physical inspections, continued compliance in the extended-use period, resyndication issues, and ownership transfers.

    Expanding Housing Opportunity with the Credit
    Discover strategies for facilitating Housing Credit development in diverse locations, including areas of opportunity and distressed neighborhoods. Consider the impact of HUD’s Affirmatively Furthering Fair Housing rule on siting, approaches to NIMBY challenges, and the importance of tenant needs in locating affordable housing.

    4:15 p.m. – 5:30 p.m. CONCURRENT SESSIONS
    Ensuring VAWA Compliance

    Explore the Violence Against Women Act (VAWA) and its impact on Housing Credit developments. Discuss VAWA requirements and implementation strategies, including tenant notice requirements, emergency transfer plan procedures, lease bifurcation policies, and property manager training.

    Proactive Construction Monitoring
    Examine the benefits of site visits during the construction period, including verifying Housing Credit application commitments, confirming the capital needs of rehabilitations, evaluating fair housing and accessibility compliance, monitoring construction progress, and identifying potential delays.

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

    THURSDAY, JANUARY 11
    Open to all

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

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

    8:30 a.m. – 10:00 a.m. PLENARY SESSION
    Fair Housing Development and Compliance Primer

    Federal officials and trainers address current issues in fair housing and accessibility, including architectural plan review, construction inspections, tenant selection criteria, affirmative fair housing marketing plans, and litigation relating to discrimination and accessibility violations.

    10:15 a.m. – 11:45 a.m. PLENARY SESSION
    Preservation and Compliance Strategies in the Extended-Use Period

    Consider current development and compliance challenges in the Housing Credit portfolio. Explore preservation financing options, including tax-exempt bonds, recapitalization loans, and resyndication. Understand compliance issues related to acquisition and rehabilitation, qualification of existing tenants, and application of new income limits.

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    MRBs AND OTHER FEDERAL HOMEOWNERSHIP PROGRAMS
    Schedule subject to change

    WEDNESDAY, JANUARY 10

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

    12:30 p.m. – 2:00 p.m. PRE-CONFERENCE SESSION
    Hardest Hit Fund Meeting with Treasury

    Open to NCSHA member HFAs in the Hardest Hit Fund program and invited guests only; lunch is on your own.

    2:30 p.m. – 4:00 p.m. PLENARY SESSION
    Single-Family Financing Essentials: Mortgage Revenue Bonds

    This overview of the Mortgage Revenue Bond (MRB) and Mortgage Credit Certificate (MCC) programs is designed for newcomers and experienced professionals looking for a refresher. Industry experts cover income and property eligibility requirements, bond issuance and structuring, compliance monitoring, and trustee and rating agency roles. Hear about the latest legislative and market developments and what they mean for your bond programs.

    4:15 p.m. – 5:30 p.m. PLENARY SESSION
    Single-Family Financing Essentials: MBS and TBA

    Explore how you can use securitization to support your single-family programs. Review the basics of mortgage-backed securities (MBS) and the to-be-announced (TBA) market. Consider strategies for hedging, pipeline management, and using the TBA execution with MRBs.

    THURSDAY, JANUARY 11

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

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

    8:30 a.m. – 10:00 a.m. PLENARY SESSION
    Washington Outlook
    NCSHA staff provide an update on key affordable homeownership issues, including NCSHA's efforts to save private activity bonds in tax reform and housing finance reform. Top officials with the Federal Housing Administration (FHA), U.S. Department of Agriculture (USDA), and Ginnie Mae discuss the Administration’s plans and goals for their agencies’ single-family programs.

    10:15 a.m. – 12:00 p.m. PLENARY SESSION
    A Briefing with FHA, Ginnie Mae, USDA, and VA

    Senior homeownership program officials from FHA, Ginnie Mae, USDA, and Veterans’ Affairs (VA) delve into the details of the latest program guidance and regulations. Find out how to utilize federal programs more effectively. Examine new agency program compliance requirements and how they will impact HFA lending activities.

    12:00 p.m. – 1:15 p.m.
    Lunch

    1:15 p.m. – 2:30 p.m. CONCURRENT SESSIONS
    Servicing Essentials, Part 1: Federal Insurers
    Top servicing policy-makers from FHA, USDA, and VA answer your questions on complying with federal program servicing guidelines, including issues related to insurance claims and loan modifications. Hear about possible new servicing policies and guidance for the coming year.

    Update on Fannie, Freddie, and the FHLBs
    Discover how to partner with Fannie Mae, Freddie Mac, and the Federal Home Loan Banks (FHLBs) to expand affordable homeownership. Consider how the GSEs’ affordable loan products, the duty-to-serve rule, and the Common Securitization Platform could impact your lending programs.

    2:45 p.m. – 4:00 p.m. CONCURRENT SESSIONS
    Compliance Update

    Consumer Financial Protection Bureau (CFPB) staff address how best to comply with the CFPB’s mortgage origination rules and describe its future initiatives. Examine the latest regulations impacting HFA bond programs. Discuss how to better manage the increasing compliance burden impacting HFA affordable homeownership programs.

    Servicing Essentials, Part 2: Managing Your Portfolios
    Learn how your agency can more efficiently and effectively manage its single-family loan and real estate-owned property portfolios. Review with FHA and its Mortgagee Compliance Manager how best to meet HUD’s conveyance and re-conveyance standards. Consider how to manage overlapping regulatory and quality control requirements.

    4:15 p.m. – 5:30 p.m. CONCURRENT SESSIONS
    Dialogue on Down Payment Assistance

    Discuss the pros and cons of various down payment assistance structures, including grants, amortizing loans, and forgivable seconds. Explore how to structure and finance your down payment assistance programs to support borrowers and maintain sustainability.

    Servicing Essentials, Part 3: CFPB and the GSEs
    CFPB staff address how to comply with its mortgage servicing rules. Fannie Mae and Freddie Mac staff talk about their latest servicing policies. Examine ways HFAs can effectively manage their compliance and quality control efforts.

    5:30 p.m. – 6:30 p.m.
    MRBs and Section 8 Happy Hour

    FRIDAY, JANUARY 12

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

    8:30 a.m. – 11:30 a.m.
    Registration and Information

    8:30 a.m. – 10:00 a.m. PLENARY SESSION
    Pressing Issues in Affordable Homeownership

    Take part in a wide-ranging discussion featuring HFA staff, industry leaders, and outside experts about current and future developments in tax reform and the Housing Bond and capital markets and what those developments could mean for HFAs. Hear a leading housing economist offer insight into the latest economic, demographic, and policy issues impacting the mortgage markets and homeownership trends.

    10:15 a.m. – 12:00 p.m. COMMUNITY MEET-UPS
    Open to NCSHA member HFAs only

    Loan Servicing Community Meet-Up
    Join your HFA peers for a frank and open conversation about issues and challenges you face, including complying with federal regulations, loss mitigation, and property management. Consider what you learned at the conference and what it could mean for your servicing operations going forward.

    Single-Family Program Community Meet-Up
    Join your HFA peers for an informal and candid conversation about the issues impacting single-family programs, including MRBs and tax reform, secondary financing, reaching new borrowers, and adapting to an increasingly automated lending market.

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    SECTION 8 AND OTHER FEDERALLY ASSISTED MULTIFAMILY HOUSING
    Schedule subject to change

    WEDNESDAY, JANUARY 10

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

    2:30 p.m. – 4:00 p.m. PLENARY SESSION
    HUD Multifamily Program Update

    Senior HUD officials share the latest from the Office of Multifamily Housing Programs. Hear about the Administration’s priorities, multifamily finance initiatives, and Performance-Based Contract Administration (PBCA) program developments. Delve into how these and other changes will impact the PBCA portfolio.

    4:15 p.m. – 5:30 p.m. PLENARY SESSION
    A Conversation with Federal Multifamily Finance Partners

    Join federal officials as they survey various multifamily finance tools, including rental housing financing programs from USDA Rural Development, the HUD FHA–HFA Risk-Sharing program, Rental Assistance Demonstration (RAD), and other financing programs. Learn what these federal partners have planned for 2018 and what opportunities they offer HFAs.

    THURSDAY, JANUARY 11

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

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

    8:30 a.m. – 10:00 a.m. PLENARY SESSION
    Industry Outlook

    Industry leaders share their perspectives on what to expect in 2018 from the Administration and Congress, federal funding for Section 8 and other multifamily programs, HUD’s PBCA program, and the impact of recent legislative and regulatory changes on HUD property management and preservation.

    10:15 a.m. – 12:00 p.m. PLENARY SESSION
    A Procurement Practicum

    In anticipation of HUD’s forthcoming Request for Proposals (RFP) to rebid PBCA work, explore the ins and outs of bid preparation requirements and protest options.

    12:00 p.m. – 1:15 p.m.
    Lunch

    1:15 p.m. – 2:30 p.m. PLENARY SESSION
    Hot Topics in Contract Administration, Part 1

    Expert trainer Mary Ross is back by popular demand to address the most pressing issues facing contract administrators. Join Ross to examine recent and upcoming changes to HUD Section 8 contract administration and assisted housing requirements, including implementing Housing Opportunities Through Modernization Act (HOTMA) provisions, the Violence Against Women Act (VAWA), and the Tenant Rental Assistance Certification System (TRACS).

    2:45 p.m. – 4:00 p.m. PLENARY SESSION
    Hot Topics in Contract Administration, Part 2

    See session description under Part 1.

    4:15 p.m. – 5:30 p.m. PLENARY SESSION
    Hot Topics in Contract Administration, Part 3

    See session description under Part 1.

    5:30 p.m. – 6:30 p.m.
    Section 8 and MRBs Happy Hour

    FRIDAY, JANUARY 12

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

    8:30 a.m. – 11:30 a.m.
    Registration and Information

    8:30 a.m. – 10:00 a.m. CONCURRENT SESSIONS
    HFA Multifamily Financing Roundtable

    Discuss the latest trends in multifamily housing finance and how HFAs are addressing the rental housing needs of their states. Share innovative HFA models, including partnerships with Fannie Mae, Freddie Mac, and Federal Home Loan Banks.

    PBCA Workshop (Open to NCSHA member HFAs only)
    In small HFA-only groups, delve into what is needed to successfully bid on HUD’s upcoming PBCA RFP.

    10:15 a.m. – 11:45 a.m. COMMUNITY MEET-UP
    Open to NCSHA member HFAs only

    Contract Administration Community Meet-Up
    Engage in an informal and open discussion with your HFA peers about what you have heard in previous sessions. Exchange best practices and get answers to your most pressing questions, including those on contract administration, financing techniques, asset management, and compliance monitoring.

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