Fair Housing Virtual Boot Camp
All About HUD and Federal Guidelines
How the Latest Fair Housing Rules May Affect You
Presented by: Paul Flogstad
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Finding Simple Answers to All Your Complex Fair Housing Requirements
Overview:

Fair housing violations can result in penalties as high as $70,000 within a five-year period, as well as claims for compensatory damages and attorney fees. Don't let HUD or a lawsuit trip you up on things you can easily fix with the right instruction and knowledge.

Our Fair Housing Virtual Boot Camp consists of power-packed online training webinars over two days that will assist property owners, managers, maintenance staff, housing consultants, compliance officers, and anyone­ responsible for understanding HUD's various guidelines and requirements, in ensuring compliance with all the latest fair housing regulations. This comprehensive training will address Sections 202, 811, 3 and USDA Program 515, the HUD interim and annual certification process, smoke free guidelines, background checks and screenings, and EIV and income discrepancy, utilizing recent case studies to illustrate compliance pitfalls and how to avoid them.

In this Fair Housing Virtual Boot Camp, nationally recognized fair housing expert Paul Flogstad will help attendees gain familiarity with all the important fair housing regulations and policies. Paul will also cover all general questions regarding fair housing practices and will provide detailed information about where you might need assistance most.

2 Days of Comprehensive Learning Through Case Studies

To make this training even more informative, interesting and practical, Paul will talk about various case studies as examples in each appropriate presentation. Case study analysis will allow you to dig into real-world problems and help you prepare your own solutions to the housing industry's most difficult issues.

Synopsis
Session 1: Duration: 180 minutes

Part A – Understanding Fair Housing for Owners, Managers and the Public (60 minutes)

  • The basics of fair housing
  • Information about the protected classes in detail
  • Reasonable accommodation
  • Need for assistance animals and service animals
  • Steering
  • Other important sections of the Fair Housing Act

Part B – Understanding HUD Programs, Sections 202, 811 and 3, and USDA Program 515 (60 minutes)

  • The differences and similarities of these programs
  • Basics of each program, who the participants are, the requirements and who each of the programs serve the most
  • An overview of each program, allowing attendees to explore the programs in detail if they find one that works best for their situation

Part C – HUD'S Annual Certification Process (60 minutes)

Section 8 owners and agents are required to complete an annual recertification for each tenant family, and HUD's “A Guide to Interviewing for Owners of HUD-Subsidized Multifamily Housing Projects” indicates the importance of realizing that there are key differences between the annual recertification interview and the one performed when they first apply for affordable housing. At the application interview, managers gather more data than at annuals (for example, all of the questions pertaining to screening and suitability would not be relevant at the annual). Managers have the advantage at an annual of having background information about the family from the previous year's certification.

  • What managers should look for as far as changes in family composition, income sources and amounts, as well as dates of birth and Social Security numbers for all family members
  • What additional questions a discrepancy may suggest that should be asked
  • Which questions should be asked leading to a reduced number of EIV income discrepancies down the road
Session-2: Duration: 150 minutes

Part A – HUD's Smoke Free Guidelines (60 minutes)

On November 30, 2016, former U.S. Housing and Urban Development (HUD) Secretary Julián Castro announced that public housing developments in the United States will be required to provide a smoke-free environment for their residents.

  • The final rule, including input from more than 1,000 comments received from the public, including public housing agencies (PHAs), housing and public health organizations, and tenants
  • Detailed discussion of the rule
  • Ramifications of implementing this rule

Part B – Waiting List Management (60 minutes)

  • In-depth review of how to effectively manage a waiting list
  • Very particular HUD rules about waiting lists
  • Rules defining compliance for your property and managers regarding the regulations
  • How incorrect management of a waiting list can affect you in a compliance review and also pose fair housing issues
  • What to do and not to do in working with waiting lists

Part C – Case Studies Analysis and Q/A session (30 minutes)

Session-3: Duration: 180 minutes

Part A – Fair Housing for Maintenance Staff (60 minutes)

  • Why over 62% of fair housing cases reported to HUD are related to maintenance issues
  • Review of issues related to maintenance staff themselves, scheduling of repairs, work orders and harassment claims
  • Strategies on avoiding fair housing complaints emanating from your maintenance program

Part B – Developing a Maintenance Program for Multi-Family Properties (60 minutes)

  • The basics of setting up a maintenance plan for your property
  • A breakdown of the plan into manageable components to ease managing the work load for your staff
  • The importance of inventory, applied time versus actual time, and how to measure performance of staff
  • How to manage costs in terms of personnel and materials

Part C – EIV Reporting Updates and Income Discrepancy (60 minutes)

There are cases where the data in the EIV report is not correct: There may be an error relating to income amounts from either Social Security or other employment. Owners are required to obtain written independent verification of any disputed EIV data.

  • The eight steps necessary to resolve these conflicts/errors
  • Discussion of common situations such as:
    • Failure to disclose income
    • Erratic employment
    • Residents claiming zero income
    • Excluded income
    • Residents receiving survivor benefits
Session-4: Duration: 150 minutes

Part A – HUD and Historic Preservation (60 minutes)

  • All the facets of historic preservation using HUD funds
  • How to effectively partner with HUD to save and restore as many historic properties as possible
  • How to understand the necessary items that need to be done such as data collection, studies and analysis
  • How to develop functional plans for various purposes
  • Historic preservation plans
  • What kind of property can be restored
  • Economic activities, acquisition, construction and reconstruction rules
  • Private or nonprofit, administrative costs
  • Engineering and design
  • Clearance activities and site preparation

Part B – HUD Guidance on "Criminal Activity, Screening and Tenancy" (60 minutes)

The U.S. Supreme Court's 2015 fair housing discrimination ruling involving the Texas Department of Housing and Community Affairs allowed disparate impact claims under the Fair Housing Act, but imposed significant limitations on this theory of liability. Policies that might result in housing segregation of minorities remain targets for continued litigation.

  • Detailed examination of all the facets of this ruling and what it means under fair housing guidelines
  • The new HUD guidance letter and the impact it will have on property owners and managers when it comes to applicants with a criminal or felony background applying to your property, with the blanket policy of not allowing anyone with a criminal background
  • The basics of fair housing, disparate impact and the HUD ruling
  • What changed under HUD's guidance
  • Implications of the ruling and guidance
  • All facets of correct screening of applicants

Part C – Case Studies Analysis and Q/A session (30 minutes)

Who Should Attend
  • Management, Owners, Managers, Realtors
  • Compliance Staff, Attorneys
  • Housing Authority Staff, Managers, Maintenance Staff
  • Developers, CXOs
  • Lenders, Investors, Funds
  • Property Owners, General Public
  • Housing Consultants, Counsellors
  • Housing Associations, Rent Managers
About Our Speaker
Paul FlogstadPaul Flogstad has been involved in the real estate industry for the past 38 years. He has been involved in sales, construction, project management, appraisal, property management and property management consulting/training.

Through his consulting company, Property Management Solutions, he provides training and consulting services nationwide to owners, management companies, multi-housing associations, as well as state and federal agencies.