HUD Occupancy: Back to Basics (6 Hours Of Training)

10:00 AM ET / 09:00 AM CT / 08:00 AM MT / 07:00 AM PT
Duration: 360 minutes Speaker: Gwen Volk


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For newly hired managers or those with no HUD Multifamily experience as well as those needing a refresher.  This course highlights 5 key requirements of the 4350.3 Rev 1 Chg. 4 that are vital to the day to day work of the property manager. Chapter 3 -  Eligibility for Assistance and Occupancy, Chapter 4 – Waiting List and Tenant Selection, Chapter 5 – Determining Income and Calculating rent, Chapter 7 – Recertification, Unit Transfers, and Gross Rent Changes, and Chapter 8 – Termination. Mini-quizzes and case studies are included to reinforce the learning. Students will need a calculator.

Learning Objectives:

After completing this course, participants will be able to:

  • List the project- and program-specific rules that apply to HUD properties based on their financing, project type, and subsidy program.
  • Competently qualify applicants so that “the right benefits go to the right persons”
  • Establish, maintain, update, close and open a waiting list so that units can be filled without undue delay and loss of income
  • Review and/or write a tenant selection plan to meet 4350.3 and other HUD requirements  
  • Select tenants from the applications and waiting list in compliance with fair housing laws and HUD regulations
  • Identify, verify, and calculate annual income, allowances, and adjusted income to ensure tenants are paying the correct rents
  • Calculate and be able to explain to tenants how their rent and assistance payments are calculated
  • Conduct annual and interim recertifications and changes in rent and assistance in a timely manner
  • Follow the required procedures for changes in rent and assistance when tenant, owner or a 3rd party cause delays
  • Perform Unit Transfers and Gross Rent Changes correctly
  • Know when and how to terminate assistance and/or tenancy in compliance with the lease and project type.

Who should take this class:

Managers and Compliance professionals for the following types of properties:

  • Project Based Section 8, Section 236, Section 221(d)3 BMIR, Section 202/8, Section 202PAC, Section 202PRAC, Section 811PRAC, RD 515/8, and Public Housing Projects converted to PBRA through RAD.

This class is not applicable to the following programs and properties:

  • Public Housing Projects.
  • Housing Choice Voucher Programs.
  • Public Housing Projects converted to PBV through RAD, HOME.
  • Tax Credits or RD projects with RD Rental Assistance.

Additional Benefits

  • Live Q&A With Gwen
  • Quiz During The Class
  • Certificate Of Participation
  • Handouts
Gwen Volk

Since 1983, Gwen Volk has assisted owners, agents, and on-site staff in navigating the programs that provide housing for low and moderate-income families. She has served as president and CEO of a Midwest affordable housing management company, as chief compliance officer for a Dallas-based firm, and has provided training and consulting services in 36 states. Gwen is a nationally recognized expert in tax credit, bond, HOME, HUD and Rural Development program compliance. She has twice served on NAHMA’s board of directors and has also served on the board of the NAHMA Education Foundation. She has chaired NAHMA’s Certification Review Board, Fair Housing, Education and Training, and Specialist in Housing Credit Management (SHCM) Advisory Committees, and has been a member of the SHCM exam-writing committee from the start. Since 2009 Gwen has served on IREM’s Federal Housing Advisory Board and previously chaired IREM’s Ethics Hearing and Discipline Board. Gwen holds the CPM, NAHP-e, SHCM, HCCP, CPO, FHC and RAM designations. She holds a BA in English and Education and a Masters Degree in Business Management. She is a NAHMA-certified trainer for the Certified Professional of Occupancy (CPO), Fair Housing Compliance (FHC) and Blended Compliance Designation (BCD) courses and for the SHCM Blended Learning on-line certification course. Gwen’s classes are interactive, informative and in demand.

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What people are saying about us



Gwen was fantastic and the material was very informative.



Gwen is a very good teacher cause of all her years in the field.



I finally understand how the effective date of actions affects discrepancies.



I have loved every webinar that Gwen has done. She is informative and helpful.



Loved the cartoons. Made it easy to understand.



Great explanations of the income discrepancies, loved the slides to show the differences

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