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Asset Management & ComplianceCommission Compliance Workshops and Trainings

UPDATED 04-13-2020:  All in-person Compliance Workshops are suspended until further notice.  

COMMISSION COMPLIANCE TRAINING VIDEOS

Link to WSHFC Fundamentals Part V - Case Study (YouTube) 07/24/20
Link to Case Study Certification Packet

Link to WSHFC Fundamentals Part IV - Income and Rent Limits/Utility Allowances (YouTube) 07/01/2020

Link to WSHFC Fundamentals Part III - Assets (YouTube) 06/03/2020

Link to WSHFC Fundamentals Part II - Income and Income Calculation (YouTube) 06/01/2020

Link to WSHFC Fundamentals Part I - Federal and State Requirements (YouTube) 05/28/2020

Link to 2020 Compliance Update (YouTube) 05/15/2020

Link to Resident Certification Forms Webinar 12/2017

Link to Post-Year 15 Procedures Webinar

Calculating Assets 101 Part 1 (YouTube) Calculating Assets 101 Part 1 (YouTube)  05/2008

Calculating Assets 101 Part 2 (YouTube)  05/2008 | Handout (PDF) | Ch 5 Tax Credit Compliance Manual

TAX CREDIT COMPLIANCE "FUNDAMENTALS" WORKSHOP

An introduction to the essentials required to preserve low-income housing tax credit compliance for Washington State compliance professionals.  Topics include federal regulations, state regulations and a case study.

Prerequisite: Watch Resident Certification Forms Webinar before workshop

TBA

TAX CREDIT COMPLIANCE "ADVANCED" WORKSHOP

A focused look at and discussion of challenging issues faced by Low-Income Housing Tax Credit compliance professionals in Washington State. Several case studies will be covered in-depth. Topics will include self-employed applicants, special-needs issues, and common area unit clarification. Bring your calculator. To be eligible to take the advanced workshop you must have hands-on experience of at least one year; and, you must have taken a Commission-taught compliance workshop.

TBA

BOND COMPLIANCE WORKSHOP

This workshop is for WSHFC-issued tax-exempt bonds only. Topics include verifying and calculating income and assets; introduction to the latest Compliance forms and samples; financing overview for WSHFC-issued bonds; recognizing non-compliance; the compliance review process; student issues; and calculating income. 

If your property is part of the State Bond Program (see attached list), please contact your Portfolio Analyst prior to registering for this workshop.

TBA

Workshop Policies (PDF) Revised 12/30/2019

PLACED-IN-SERVICE REQUIREMENT

Tax Credit properties that will place-in-service in any calendar year must have a management representative attend a tax credit compliance training sometime between the first and last buildings' placed-in-service dates.  Until further notice, the Commission will accept certificates of completion from other industry trainers in fulfillment ot this requirement.  Please email us at cworkshop@wshfc.org for a list of recommended trainings.  If your property's management agent recently attended a Commission tax credit compliance workshop or currently manages another tax credit property, please contact us to dicuss a possible waiver of this requirement.

EVENTS CALENDAR 

For additional training events click on the Events Calendar icon below for an easy-to-browse list of dates of interest to asset management and compliance professionals:

Events CalendarView the COMPLETE LIST (PDF)
View the Funding, Grant, and Award Deadlines (PDF)
View the WEB Online (PDF)
View WSHFC Asset Management and Compliance Events and Deadlines

07/27/2020

 

 
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