In-Person Training

HUD sponsored

HOME Program 20th Anniversary Conference

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On May 2-4, 2011 the U.S. Department of Housing and Urban Development (HUD) hosted a conference to mark the 20th Anniversary of the HOME Program. This was a technical event with a focus on helping HUD partners strengthen their affordable housing programs.

The Conference sessions were organized into three tracks:

  • Track One: Envision - The sessions in this track focused on the future of your HOME Program, including assessing, planning and designing your programs to meet new challenges.

  • Track Two: Implement - The sessions in this track focused on how PJs, developers, CHDOs, State recipients and other program participants can use HOME funds to finance and build affordable housing that is attractive and sustainable.

  • Track Three: Manage - The sessions in this track focused on the key tasks that PJs and their nonprofit partners must undertake in order to administer programs that are not only compliant but also effective.

Additional sessions included Mobile Workshops, Spotlight on States, and Spotlight on TBRA.

Click on a session below to view the session description and presentation slides.

Conference Program and Highlights

Track One: Envision

Track Two: Implement

Track Three: Manage

Mobile Workshops

Spotlight on States

Spotlight on TBRA

Download all of the presentations from the Conference.

 

 

 

Conference Program and Highlights

 

 

 

Track One: Envision

The sessions in this track focused on the future of your HOME Program, including assessing, planning and designing your programs to meet new challenges.

Download all of the presentations from the Envision Track.

 

Consolidated Plan Enhancements

HUD is updating the Consolidated Plan (Con Plan) to make it more responsive to the needs of grantees and the public. Enhancements will include electronic submission, better data and a mapping tool to help grantees plan their housing, community, and economic development investments as part of place-based strategies. Over the coming months, HUD will offer you an opportunity to provide input on these changes and introduce you to an interactive online forum for your ideas and feedback. At this session, an early version of the mapping tool and the new data HUD plans to provide for the Consolidated Plan will be demonstrated.

Speakers:

Yolanda Chavez, Deputy Assistant Secretary for Grant Programs, CPD, HUD
Meg Barclay, Special Assistant to Assistant Secretary Márquez,
Office of Community Planning & Development, HUD
Seth Marcus, Branch Chief, CPD Systems Development and Evaluation Division, HUD

Schedule:
Wednesday, May 4th - Morning Plenary Session

Training Material:
Consolidated Plan Enhancements Presentation

 

 

 

Greening Your HOME Program I: Single Family Programs

Many homebuyers and owners are seeking to make their homes more green and energy efficient. Green homes are not only more environmentally responsible but also more cost effective to operate. This workshop will focus on rehabilitation standards, energy efficient appliances and other mechanisms that PJs and developers can use to support the development of green single family homes. It will also highlight some of the finance mechanisms used by PJs and lenders to encourage this type of development.

Trainers:
Phil Jones, ICF
Armand Magnelli, President, Livable Housing, Inc

Schedule:
Monday, May 2nd - 10:15-11:45 AM
Tuesday, May 3rd - 10:15-11:45 AM

Training Material:
Greening Your HOME Program I: Single Family Programs Slides

 

 

 

Greening Your HOME Program II: Multi-Family Programs

Rental housing can be expensive to develop and operate. Rental property owners are seeking ways to whittle their operating costs while providing an attractive living environment. One of the ways that some rental owners have addressed this challenge is by developing green rental units that can help to cut down on utility costs while helping the environment. Not all green improvements, however, are economically wise for all rental buildings. This workshop will highlight the range of energy efficiency and other green improvements in new construction or rehabilitation of multi-family units and discuss the costs and benefits of these approaches.

Trainers:
Phil Jones, ICF
Ryan Merkin, Senior Project Manager, Steven Winters Associates, Inc.
Lynn Katano, Senior Project Manager, Housing Development & Preservation Division, County of Los Angeles, CA (Door Knocker Award Winner, "Producing Sustainable Housing")

Schedule:
Monday, May 2nd - 1:45-3:15 PM
Tuesday, May 3rd - 3:30-5:00 PM

Training Material:
Greening Your HOME Program II: Multi-Family Program Slides

 

 

 

Place-Based Strategies I: Evaluating Neighborhood Conditions

Has your HOME program kept pace with changing market conditions Are you concerned that there may be emerging local affordable housing needs that your program is not addressing This workshop is the first in a two part series on how to assess local housing market conditions and implement a place-based strategy that is tailored to your local needs. This first workshop will describe tools and techniques for really understanding your local market conditions, including costs, affordability, unit condition, and demand. This workshop will also include a presentation on how to use web-based tools and mapping/data tools in order to assess market conditions and determine the types of housing, economic development and social services needed to help neighborhoods to thrive.

Facilitator:
Bill Goldsmith, President, Mercy Portfolio Services

Trainer:
Marsha Tonkovich, ICF

Speaker:
Todd Richardson, Associate Deputy Assistant Secretary for Policy, Office of Policy Development & Research, HUD

Schedule:
Monday, May 2nd - 10:15-11:45 AM
Tuesday, May 3rd - 10:15-11:45 AM

Training Material:
Place-Based Strategies I: Evaluating Neighborhood Conditions Slides

 

 

 

Place-Based Strategies II: Implementing Development Approaches

Understanding your local market conditions is only the first step in creating a place-based housing strategy. This second workshop in the place-based series focuses on tailoring your program design to address these local market conditions. Should you fund rental development, homeownership, or both Should you build new units, rehabilitate existing ones or simply offer tenant-based rental assistance This workshop will not only describe the full spectrum of possible affordable housing program approaches but also discuss the financing, leverage, and target populations for each of these approaches. The workshop will highlight key implementation tasks such as forming partnerships, building PJ and partner capacity, and needed policies and procedures.

Facilitator:
Marsha Tonkovich, ICF
Monte Franke, Franke Consulting Group

Speakers:
Evelyn Friedman, Director, Department of Neighborhood Development, City of Boston, MA (May 2nd only)
Brent Schultz, Housing and Neighborhood Revitalization Director, City of Ontario, CA (May 3rd only)

Schedule:
Monday, May 2nd - 3:30-5:00 PM
Tuesday, May 3rd - 3:30-5:00 PM

Training Material:
Place-Based Strategies II: Implementing Development Approaches Slides

 

 

 

Preparing for Change: Demographic and Real Estate Trends

There are several key trends in the real estate market and demographics that will likely have a significant impact on future HOME projects and programs. For example, the population is aging, indicating a likely need for more senior and assisted housing in the future, while, simultaneously, a score of 20-somethings are entering the housing market. The real estate market is beginning to recover in some parts of the country but others still face an increase in foreclosed units. This workshop will highlight some of these macro trends and discuss how PJs and their partners can adapt their programs to prepare for these changes.

Facilitator:
Janine Cuneo, ICF

Speaker:
Alan Mallach, Senior Fellow, Metropolitan Policy Program, Brookings Institute

Schedule:
Tuesday, May 3rd - 1:45-3:15 PM

Training Material:
Preparing for Change: Demographic and Real Estate Trends Slides

 

 

 

Working Together: Models for Effective Partnerships

Given the market issues, funding reductions, and increasing affordable housing needs in many communities, HOME PJs cannot go it alone. Communities must create partnerships involving the public, nonprofit, lending, and development sectors to work together to create affordable homes. In addition, various public agencies - such as community development departments, housing authorities, redevelopment agencies and social services departments -- must collaborate and coordinate their resources. This workshop will provide ideas and driving principles on how effective partnerships can be formed, and share models for partnerships created at the local level.

Facilitator:
Mary Kolesar, ICF

Speakers:
Rollin Seward, Assistant Director, Economic Development and Planning Department, Franklin County, OH (Door Knocker Award Winner, "Reaching Underserved Populations")
John (Jack) Downing, President/CEO, Solider On Veteran's Village LLC (Door Knocker Award Winner, "Reaching Underserved Populations")

Schedule:
Tuesday, May 3rd - 10:15-11:45 AM

Training Material:
Working Together: Models for Effective Partnerships Slides

 

 

 

Track Two: Implement

The sessions in this track focused on how PJs, developers, CHDOs, State recipients and other program participants can use HOME funds to finance and build affordable housing that is attractive and sustainable.
Download all of the presentations from the Implement Track.

Best Practices in HOME Session I: Door Knocker Award Winner Presentations

Hear about exceptional HOME projects or programs from the people that made them happen. This workshop showcases several winners of this year's HOME Door Knocker Awards. These projects and programs represent models of creative and innovative solutions in key categories; promoting long-term affordability; reaching underserved populations; producing sustainable housing; or building CHDO capacity. Participants will learn from key individuals about lessons learned to take back your community.

Facilitator:
John Swanson, CPD Program Manager, HUD Minneapolis Office

Speakers:
Allegheny County, PA Consortium (Door Knocker Award Winner, "Producing Sustainable Housing")
Nathan Wetzel, Assistant Manager, Allegheny County Economic Development, PA
Madison, WI: Robert L. Beilman House (Door Knocker Award Winner, "Promoting Long-Term Affordability")
Pam Rood, Community Development Grants Supervisor, City of Madison
Dean Loumos, Executive Director, Housing Initiatives
City of Los Angeles, CA: New Carver Apartments
(Door Knocker Award Winner, "Reaching Underserved Populations")
Mike Alvidrez, Executive Director, Skid Row Housing Trust
Manuel Bernal, Director of Housing, Los Angeles Housing Department
City of Somerville, MA: St. Polycarp Village Apartments
(Door Knocker Award Winner, "Producing Sustainable Housing")
Courtney Koslow, Senior Project Manager, Somerville Community Corporation

Schedule:
Monday, May 2nd - 1:45-3:15 PM

Training Material:
Best Practices in HOME Session I: Door Knocker Award Winner Presentations Slides

 

 

 

Best Practices in HOME Session II: Door Knocker Award Winner Presentations

Hear about exceptional HOME projects or programs from the people that made them happen. This workshop showcases several winners of this year's HOME Door Knocker Awards. These projects and programs represent models of creative and innovative solutions in key categories; promoting long-term affordability; reaching underserved populations; producing sustainable housing; or building CHDO capacity. Participants will learn from key individuals about lessons learned to take back your community.

Facilitator:
Charles E. Halm, Jr. CPD Director, HUD Baltimore Office

Speakers:
Burlington, VT: King Street Housing (Door Knocker Award Winner, "Promoting Long-Term Affordability")
Brian Pine, Assistant Director of Housing, City of Burlington, VT
Brenda Torpy, CEO and President, Champlain Housing Trust
Mt. Vernon, NY: Grace Towers Housing (Door Knocker Award Winner, "Promoting Long-Term Affordability")
Carmen Sylvester, Executive Director
Seattle, WA: Broadway Crossing (Door Knocker Award Winner, "Producing Sustainable Housing")
Betsy Hunter, Chief Real Estate Development Officer, Capitol Hill Housing

Schedule:
Monday, May 2nd - 3:30-5:00 PM

Training Material:
Best Practices in HOME Session II: Door Knocker Award Winner Presentations Slides

 

 

 

HOME with LIHTC

As the economy has changed, so has developer and community use of Low Income Housing Tax Credits (LIHTC). This session will explore how PJs and CHDOs can effectively use HOME and LIHTC together given today's market conditions and provide insight on key regulatory issues when combining the two sources.

Trainer:
Anker Heegaard, Principal, The Compass Group

Schedule:
Wednesday, May 4th - 10:15-11:45 AM

Training Material:
HOME with LIHTC Slides

 

 

 

Inside Tips from Successful Developers and Homebuilders

Over many years, successful for-profit developers have established sound business models that deliver quality affordable housing and are profitable for their organizations. Many of these principles and practices are equally applicable to nonprofit developers, including CHDOs. In this workshop, private developers will share their experience and advice in replicating these models and present examples of strong non-profit/for-profit affordable housing partnerships.

Facilitator:
Wayne Freeman, Training and Development Associates (TDA)

Speakers:
Erika E. Scott, Development Director, Herman & Kittle Properties, Inc.
Daniel B. Markson, Senior Vice President - Development, The NRP Group

Schedule:
Monday, May 2nd - 3:30-5:00 PM

Training Material:
Inside Tips from Successful Developers and Homebuilders Slides

 

 

 

Managing your Rental Assets

Managing your HOME rental housing portfolio to avoid ending up with troubled HOME-assisted projects is key in today's changing rental market. This workshop will offer practical advice and solutions to enable you to manage your portfolio and ensure your projects remain stable. This workshop will also provide PJs with practical steps necessary to work through HOME-funded troubled projects. In addition, this workshop will teach strategies for preserving the affordability of HOME rental housing projects that are reaching the end of their required affordability periods.

Trainers:
Bonnie Lester, ICF
Anker Heegaard, Principal, The Compass Group

Schedule:
Tuesday, May 3rd - 1:45-3:15 PM

Training Material:
Managing your Rental Assets Slides

 

 

 

Resale or Recapture, Revisited

This workshop will explore the decisions that must be made by any PJ undertaking a HOME-funded homeownership program. Should they recapture their HOME investment Or, should resale be used to secure a long-term stock of homeownership units for low-income families Attendees will not only learn how to determine which method is best for their market and objectives, but how to establish and implement compliant resale/recapture provisions.

Trainer:
Ramona Burks, ICF

Schedule:
Monday, May 2nd - 3:30-5:00 PM
Tuesday, May 3rd - 3:30-5:00 PM

Training Material:
Resale or Recapture, Revisited Slides

 

 

 

Responsible Homeownership Programs

Designing homeownership programs that can succeed given current market conditions requires increased focus on the basics - from homeownership counseling to underwriting standards - while incorporating the lessons learned from the foreclosure crisis. This workshop will focus on the ways that PJs and developers can leverage funds to create responsible homeownership that is affordable over the long term. The workshop will describe the value of key underwriting principles that a PJ may adopt for effective implementation of HOME funds. Attendees will learn about how to establish subordination and re-subordination policies to protect their homebuyers and their HOME investment, as well as the role of homebuyer counseling in achieving sustainable homeownership.

Trainer:
Monte Franke, Franke Consulting Group

Schedule:
Monday, May 2nd - 1:45-3:15 PM
Wednesday, May 4th - 10:15-11:45 AM

Training Material:
Responsible Homeownership Programs Slides

 

 

 

Strategic Investment in Rental Housing to Promote Long-Term Viability

Financing rental housing that will remain physically and financially viable for a decade, two decades, or longer is more challenging than ever. In this session, PJs and their partners will learn the key considerations for achieving long-term viability and how to distinguish between good deals and bad. The session will also teach participants strategies for leveraging multiple funding sources with HOME-including sources for on-going operating assistance- and requirements for subsidy layering.

Facilitator:
Kate Racer, Associate Director, Department of Housing & Community Development, Commonwealth of Massachusetts (Door Knocker Award Winner, "Promoting Long-Term Affordability")

Speakers:
Charlie Wilkins, Managing Member, The Compass Group
Lorraine Polak, Director, Rental Housing Development, South Dakota Housing Development Authority (Door Knocker Award Winner, "Promoting Long-Term Affordability")

Schedule:
Tuesday, May 3rd - 3:30-5:00 PM

Training Material:
Strategic Investment in Rental Housing to Promote Long-Term Viability Slides

 

 

 

Track Three: Manage

The sessions in this track focused on the key tasks that PJs and their nonprofit partners must undertake in order to administer programs that are not only compliant but also effective.

Download all of the presentations from the Manage Track.

Designing Your Written Agreements to Enhance Performance

Developing effective written agreements is essential to ensuring that a PJ's program partners administer programs and/or develop projects that meet all the HOME requirements. However, written agreements can be more than just a required element of your HOME program -- they can be management and performance measurement tools that help to improve your program performance. This workshop will highlight ways of developing and using effective written agreements and it will include suggestions for monitoring and evaluating these entities to ensure the programs are compliant, effective and efficient.

Trainers:
Marsha Tonkovich, ICF

Schedule:
Monday, May 2nd - 1:45-3:15 PM
Tuesday, May 3rd - 1:45-3:15 PM

Training Material:
Designing Your Written Agreements to Enhance Performance Slides

 

 

 

Improving CHDO Performance

Spending CHDO set-aside funding can be a challenge if your CHDOs do not have adequate capacity to perform. Learn how to assess and improve your CHDOs' capacity, how to use successful nonprofit or for-profit developers to mentor CHDOs and CHDO "wannabes," and how to entice high performing nonprofit developers to become CHDOs.

Trainers:
Randall Mullen, Training and Development Associates (TDA)
Gus Seelig, Executive Director, Vermont Housing and Conservation Board (Door Knocker Award Winner, "Building CHDO Capacity")
Elisabeth Kulas, Housing Trust of Rutland

Schedule:
Monday, May 2nd - 3:30-5:00 PM
Wednesday, May 4th - 10:15-11:45 AM

Training Material:
Improving CHDO Performance Slides

 

 

 

Managing Your HOME Program in the Current Fiscal Environment

Given today's federal funding environment, PJs and nonprofits nationwide are managing their HOME programs on a smaller budget. This workshop will discuss strategies that enable PJs and nonprofits to leverage their funds and stretch their precious HOME resources to continue addressing community needs. It will include a discussion of how PJs, State recipients, and subrecipients can operate effectively in an era of shrinking administrative budgets and take advantage of HOME Program tools such as program income and CHDO proceeds to support the management of their programs.

Speakers:
Randall Mullen, Training and Development Associates (TDA)
Keith Free, Director, Department of Community Development, City of Owensboro, KY

Schedule:
Monday, May 2nd - 10:15-11:45 AM

Training Material:
Managing Your HOME Program in the Current Fiscal Environment Slides

 

 

 

Scattered Site Rental Housing Development and Management

With financing options difficult to secure for low-income households in today's environment, homeownership projects are often difficult and HOME-funded units remain standing vacant. Renting the housing units, however, may be a viable option. This workshop tackles the unique challenges faced in developing and operating scattered site rental properties with federal funds, including critical factors in program design and property management options. Learn from first hand experiences of successful scattered site rental projects as they explore the policy and programmatic decisions that are key to their success.

Facilitator:
Mary Paumen, Senior Program Director, LISC

Speakers:
David Morton, Executive Director, Reno Housing Authority
James Stark, Executive Director, Fayette County Community Action Agency, Uniontown, PA
Deborah Howard, Executive Director, Pratt Area Community Council, Brooklyn, NY

Schedule:
Wednesday, May 4th - 10:15-11:45 AM

Training Material:
Scattered Site Rental Housing Development and Management Slides

 

 

 

Successful Financial Management of the HOME Program

Financial management of HOME funds is a crucial part of administering an effective HOME program. Learn how to manage deadlines, meet commitment and expenditure requirements, handle your program income, and ensure project completion and close-out. HUD has developed a series of HOME and IDIS OnLine reports that can help you become a better performing PJ and manage your resources. Learn about how the "PJ Analysis Reports," "Snapshots," "Dashboards," and other HOME management reports can help you understand how well your PJ is performing.

Trainers:
Kevin Roddy, ICF
Peter Huber, Director, Financial Information Services Division, Office of Affordable Housing Programs, HUD

Schedule:
Monday, May 2nd - 10:15-11:45 AM
Tuesday, May 3rd - 10:15-11:45 AM

Training Material:
Successful Financial Management of the HOME Program Slides

 

 

 

Survival Strategies for Successful Nonprofits

With falling federal funding and a difficult economy, many nonprofits are facing significant difficulties in raising the capital needed to continue to operate. This workshop will discuss successful approaches to fundraising and earning returns from projects and programs. It will also highlight effective nonprofit business planning techniques.

Trainers:
Peter Werwath, Werwath Associates
Marcea Hosay Barringer, Senior Advisor to the Acting CEO, NeighborWorks America
Virginia Tranchik, Senior Program Officer, LISC

Schedule:
Monday, May 2nd - 1:45-3:15 PM

Training Material:
Survival Strategies for Successful Nonprofits Slides

 

 

 

Mobile Workshops

Some participants took on-site tours of exemplar HOME projects in the Washington, D.C. region. These workshops involved short bus-rides each afternoon to successful HOME-assisted rental and homeownership projects for in-depth visit and discussions led by key individuals involved in the project.

Arlington County, VA

  • Tour of Macedonian Apartments

  • Drive to Davis Place

  • Pass by Garfield Gardens

  • Drive through Shirlington

  • Stop at Columbia Grove

Schedule:
Monday, May 2nd - 1:45-5:00 PM

Training Material:
Mobile Workshop: Arlington County, VA Schedule and Handouts

 

 

 

Montgomery County, MD

  • Tour of Great Hope Homes Community Center

  • Drive by 527 Dale Drive and Spring Silver & Alexander House

  • Drive by Cordell Place

  • Presentation at The Metropolitan

Schedule:
Tuesday, May 3rd - 1:45 - 5:00 PM

Training Material:
Mobile Workshop: Montgomery County, MD Schedule and Handouts

 

 

 

Spotlight on States

Facilitated Discussion

Meet with other States for a facilitated discussion about successes, challenges, and lessons learned during the first 20 years of running State HOME Programs. Having trouble identifying enough CHDOs throughout the State Have you solved the problem of conducting ongoing physical inspections in remote areas of your State Come prepared to ask questions of your peers, discuss common challenges, and delve into the nitty-gritty of the day-to-day of running a State HOME program.

Facilitator:
Les Warner, ICF

Schedule:
Monday, May 2nd - 10:15-11:45 AM

Training Material:
None

 

 

 

Spotlight on TBRA

Facilitated Discussion

Meet with other PJs for a facilitated discussion to explore promising practices and common pitfalls of the Tenant-based Rental Assistance (TBRA) program. Is your community facing an increase in the number of low-income families unable to pay their rent during these hard times Debating the level of subsidy to apply for your program Come prepared to ask questions of your peers, discuss common challenges, and dialogue with the facilitators about innovative practices they're currently administering in their own communities.

Facilitators:
Paula Sampson, Director, Department of Housing and Community Development, Fairfax County, VA
Amy Sawyer, Homeless Initiative Coordinator, City of Asheville, NC (Door Knocker Award Winner, "Reaching Underserved Populations")
Lana Smith, TBA/TBRA Coordinator, Hamilton County, OH

Schedule: Tuesday, May 3rd - 1:45-3:15 PM

Training Material:
None

Related Materials and Resources

Hosted By:

U.S. Department of Housing and Urban Development (HUD)

Tags: HOME