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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.  Tenant eligibility, program rules and regulations, reporting requirements and specific state requirements are just some of the items we focus on in training.  The training sessions are regularly updated with changes to the federal and state programmatic regulations as well as any Agency procedural changes and requirements.

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

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.

Training Type

Date

Time

Location

Facility

 
     

Compliance 101

7-23

8:30-5:00

Raleigh

McKimmon Center

Advanced
Compliance

7-24

8:30-5:00

Raleigh

McKimmon Center

Supportive Housing Compliance

9-16

8:30-5:00

Asheville

George Knight Homes @ Skyland

Compliance 101

9-30

8:30-5:00

New Bern

New Bern Conv. Center

Advanced
Compliance

10-1

8:30-5:00

New Bern

New Bern Conv. Center

Compliance 101

10-22

8:30-5:00

Wilkesboro

Holiday Inn Express

Advanced
Compliance

10-23

8:30-5:00

Wilkesboro

Holiday Inn Express

Compliance 101

Compliance 101 training focuses on how to qualify and certify residents for NCHFA properties.  The HUD 4350.3 manual is used as the basis for determining eligibility. We will discuss Agency specific procedures and requirements, such as industry updates and compliance monitoring. The training explains what is counted and excluded from income when qualifying applicants and re-certifying residents. The session also covers what to expect during a monitoring review or physical inspection and how to avoid an 8823.  We will also review physical inspection standards.  Learn how to document eligibility to avoid costly mistakes and practice new skills with exercises.   Key program requirements are covered.

Recommended for: Onsite Staff, Compliance Staff, Regional Managers

Advanced Compliance

Advanced Compliance training is a more in-depth look at tax credits as well as other Agency programs.  We focus on how to comply with advanced program requirements such as the 140% rule, the Next Available Unit rule and Low/High HOME rent rules. We address Agency reporting requirements to comply and manage a property financed with Agency funds under the LIHTC Program, the HOME Program, Housing Trust Fund, and PLP funds, (rent increase request process; reserve account requirements; how programs fit).  We will not discuss eligibility requirements, tenant files or physical inspections during this session.  This information is covered in Compliance 101.

Recommended for: Regional Managers, Owners, Compliance Staff, Onsite Staff

Supportive Housing Compliance Training

Supportive Housing training will focus on the basic program requirements, completing the Qualified Tenant Roll, Rent Increases and Reserve Accounts.  Compliance 101 designed specifically for the Supportive Housing Program will be provided.  This training is required of all new awards. Key program requirements are covered.

Registration and Fees

Session seating is limited.  To register, click on the training type with the date you wish to attend.  Complete online registration.  Print and submit a copy of the invoice with payment to:

NCHFA
ATTN:  Karen Williams
P.O. Box 28066
Raleigh, NC  27611

Registration closes 10 business days prior to event date.  Payment must be received 5 business days prior to the event date to guarantee a seat and material.  Sessions are subject to cancellation due to inadequate registrations. 

Refunds will be made for cancellations requested 10 or more business days prior to the event date or attendee can transfer to a future training session.  If cancellation/transfer is requested less than 10 business days from the event date, there will be a $50 transfer/refund fee. 

If you need additional information, contact Karen Williams at 919-877-5711 or

  • Compliance 101 Training is $100.00 and lunch is includedRegistration begins at 8:00 a.m. with the program running from 8:30 a.m. to 5:00 p.m.
  • Advanced Compliance training is $100.00 and lunch is included.  Registration begins at 8:00 a.m. with the program running from 8:30 a.m. to 5:00 p.m.
  • Supportive Housing training sessions are free-of-charge.

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:
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 Specialist in Housing Credit Management certification

       For Your Home:

3.875%

For a 30-year fixed rate (minimum 60-day lock-in) without NCHFA down payment assistance funds.


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