Rental Developers

Owners / Managers

- Program compliance highlights

- Policies & procedures

- Training

Schedule & registration

- Reasonable accommodations

- Income limits

- Free marketing service

- Utility allowances

- Rental Asset Management Newsletter & Memos

- Forms

- Contacts

Resources

RCRS

Inspection Guide

Rental Asset Management Newsletter

Property Management Software Developers: Check out our RCRS Data Upload (XML) information

Planning an Opening

Training Schedule & Registration

The N.C. Housing Finance Agency conducts compliance training periodically throughout the year to help owners and managers maintain compliance with the Agency’s affordable housing programs, including Low-Income Housing Tax Credits, Supportive Housing, and Rental Production Programs (RPP) as well as with the requirements of funding sources such as HOME and the N.C. Housing Trust Fund.  Trainings focus on tenant eligibility, program rules and regulations, reporting requirements and specific state requirements.  The training sessions are regularly updated with changes to the federal and state programmatic regulations as well as any Agency procedural changes and requirements. 

In addition to tax credit, RPP and supportive housing trainings, the Agency will conduct eligibility training the third Tuesday of each month beginning in March. 

To stay abreast of Agency, federal and state changes within the affordable housing industry, attendance at one of the following Agency compliance training is encouraged for:

• New supervisors, on-site managers and leasing personnel
• Experienced staff
• Owners of developments allocated credits or other agency funding
• Personnel responsible for compiling NCHFA reports

Training is required to meet the provisions under the Qualified Allocation Plan prior to receiving form 8609 under the Low Income Housing Tax Credit Program

Training is also required to meet the provisions under the Qualified Allocation Plan prior to receiving form 8609 under the Low-Income Housing Tax Credit Program.

Throughout the year, we will provide notification of nationally recognized compliance training seminars that are offered within the state, several which offer tax credit or other well-known designations.  These national trainers can offer comprehensive training sessions that target a multitude of issues and skill levels. 

Tax Credit Compliance I

Tax Credit Compliance I training (all-new training format) focuses on agency-specific procedures and requirements, such as industry updates, compliance monitoring, how to comply with program requirements, required documents and required forms. The session also covers what to expect during a monitoring review or inspection and how to avoid an 8823.  We will also review inspection standards.

Tax Credit Compliance II

Tax Credit Compliance II training (all-new training format) is a more in-depth look at tax credits combined with other Agency programs.  We focus on requirements to comply and manage a property financed with Agency funds under the HOME Program, Housing Trust Fund, PLP funds, and the Key Program (rent increase request process; reserve account requirements; how programs fit).  We address Agency reports and requirements. 

Eligibility Training

Eligibility training focuses on how to qualify and certify residents for tax credit, Rental Production Program and Supportive Housing units.  The HUD 4350.3 manual is used as the basis for determining eligibility.  The training explains what is counted and excluded from income when qualifying applicants and re-certifying residents.  Learn how to document eligibility to avoid costly mistakes and practice new skills with exercises. 

Supportive Housing Training

Supportive Housing training focuses on the basic program requirements and management practices, setting up files, required forms, completing the project activity report, rent increases and operating reserve). The morning session covers eligibiltiy training and the afternoon focuses on Supportive Housing Development Program requirements. Agency staff will meet with individuals to review specific program requirements.  This training is required for all new awards.

Registration and Fees

Session seating is limited. To register, click on the training type with the date you wish to attend. Complete the registration form and submit.  If you have any questions, contact Karen Williams at 919-877-5711 or e-mail a completed registration form to kmwilliams@nchfa.com. You will be invoiced for payment to attend the training workshops.    

Once seats are reserved, you will receive an email confirmation. Attendees must be registered 25 days prior to the session to avoid late fees. A $10 late fee will be involved per person per class if fee registration is received less than 25 days before the workshop date. Unregistered walk-ins will be accommodated if possible, but are not guaranteed seating or materials and must pay registration fees, including late fees at the door. Refunds will be made for cancellations made at least 10 days prior to the training session or attendees can transfer to a future training session. If cancellation/transfer notice is less than 10 days, there will be a $30 transfer/refund fee. Sessions are subject to cancellation due to inadequate resistrations. 

• Tax Credit Compliance I training is $90 per person for registrations received 25 days in advance.  There will be a $10 late registration fee for all registrations less than 25 days in advance.  Sign-in begins at 8:30 a.m. with the program running from 8:30 a.m. to 4:30 p.m.

• Tax Credit Compliance II training is $45 per person for registrations received 25 days in advance.  There will be a $10 late registration fee for all registrations less than 25 days in advance.  Sign-in begins at 8:30 a.m. with the program running from 8:30 a.m. to 4:30 p.m.
  
  
• Eligibility & Supportive Housing training sessions are free-of-charge; therefore, it is imperative that registration be made 25 days prior to the session. There will be a $10 "No Show" fee, as seating will be very limited.

Workshop registration forms

Registration Form (pdf)
Registration Form (Excel)

National training seminars

Seminars conducted by national trainers will cost approximately $250 - $500 for one-to-three-day sessions. Trainers listed below are approved to meet the owner/agent requirement to attend training prior to receipt of an 8609 and after filing of an 8823. They can be contacted directly for scheduling information.

National Trainers

Ruth Theobald
Theo Pro
Phone: (262) 783-1133, Fax (262) 783-1134
Offers HCCP Certification

Steve Rosenblatt
Spectrum Seminars, Inc.
Phone: (207) 767-8000, Fax (207) 767-2200
Offers C³P Certification

Quadel Consulting Corporation
Phone: (800) 987-2581, Fax (202) 898-0632
Offers TaCCs Certification

Elizabeth Moreland
Elizabeth Moreland Consulting, Inc.
Phone: (800) 644-0390, Fax (386) 851-0599
Offers NCP Certification

A.J. Johnson
A.J. Johnson Consulting Services, Inc.
Phone: (757) 259-9920, Fax (757) 259-9921
e-mail: ajjohn@cox.net
Offers HCCP Certification

National Center for Housing Management
Phone: (703) 516-4070, Fax (703) 516-4069
Offers Tax Credit Specialist Certification

National Affordable Housing Management Association
Phone: (703) 683-8630, Fax (703) 683-8634
Offers HCCP Certification