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presented by Affordable Rural Housing Council (ARHC) and Affordable Housing Management Association of Washington (AHMA)
2017 Washington Affordable Housing
Management ConventionApril 18-19
Doubletree Hotel | SeaTac, WA
Since we were founded 50 years ago, there continues to be one constant in who we are and what we stand for.
The Hainsworth name. Still family run. Still locally serviced. We are where you are. Since 1963.
IT’S WHO WE ARE. IT’S WHAT WE DO.
W W W. H A I N S W O R T H . B I Z 1 . 8 0 0 - 5 2 6 - 0 9 5 5
(L) MORRIS HAINSWORTH (R) KENNETH HAINSWORTH
3
Welcome!On behalf of the Affordable Housing Management Association of Washington (AHMA of Wa) and the Affordable Rural Housing Council (ARHC), we are honored and delighted to welcome you to the 2017 Washington Affordable Housing Management Convention.
The theme of the convention is “Plan for tomorrow: change, challenge, opportunity.” In addition to exceptional keynote speakers, Matt Paxton, Patti Dobrolowski and Ana-Marie Jones, the convention program will broadly cover all disciplines of affordable housing management. We believe this convention will give participants a platform to exchange ideas, discover new opportunities, reacquaint with colleagues, create friendships, and broaden their knowledge.
Our industry is directly impacted by the changing regulatory climate. National decisions and development can affect our duties and goals. We ask you to consider “what could be” as we assess our current place in the world and think about where we could go in the future.
We would like to express our sincere appreciation to all the participants, sponsors, exhibitors, supporting organizations and committee members who worked to make the Washington Affordable Housing Management Convention a success. We are dedicated to improving the professional skills and knowledge in the affordable housing industry.
Billie Abers Deneen Mulligan AHMA of Washington President ARHC President
4
Thank you sponsors!We wish to thank all of our generous sponsors for their support of the 2017 Washington Affordable Housing Management Convention.
Diamond sponsors
Golden Gem sponsors
Platinum sponsors
5
Gold sponsors
Jade sponsors
Grand Prize sponsors
Thank you sponsors!
6
Conference registrationYour conference registration includes access to all sessions and meals on Tuesday and Wednesday. If you wish to purchase tickets to the Tuesday banquet for a guest, please stop by the registration desk for details.
BadgesPlease wear your conference badge to all functions. It is your entry to all workshops, meals, and receptions.
EvaluationWatch for an email message in the next few days inviting you to complete an online evaluation of the convention.
No smoking pleaseThe Doubletree Hotel is a smoke-free facility. Smoking and vaping is strictly prohibited. Smoking and tobacco use is restricted to the designated smoking locations.
Registration deskThe convention registration desk will be open from 5 to 7 pm on Monday and both Tuesday and Wednesday mornings beginning at 7:30 am.
RecyclingYou are encouraged to recycle and will find clearly marked bins in high-traffic areas for you to dispose of your recyclables.
General information
Opening doors, together.
Join us in Spokane Oct. 2-4 for Housing Washington 2017!
HousingWA.org
7
Social mediaWe encourage you to share comments, photos, and info about the convention.
Facebook: AHMA of Washington or ARHC of Washington
Twitter: @AHMAofWA or @ARHCofWA
Instagram: ARHC_AHMA
Hashtag: #ahmaw2017, #ahma_arhcconvention
ParkingThe special rate for convention attendees is $12 per day.
If you are staying at the hotel: You will receive a printed parking pass, separate from your room key. Use this pass to go in and out of the exit gates.
Local parking for those not staying overnight: You don’t have to use the validation kiosk in the lobby to validate your parking tickets to receive the $12 rate. Guests paying with credit or debit cards may pay directly at the exit gates. Guests needing to pay cash may pay at the paystation in the main hotel lobby, across from the convention registration desk.
General information
Quantum Management Services
PO Box 2170
Lynnwood, WA 98036
(425) 776-1294
8
Many ways to win prizesPrize passportsDoes your adventurous spirit dream of relaxing getaways? Our grand prize drawing includes trips and other great prizes. Find your passport in your registration packet and have it stamped by every exhibitor. You have both Tuesday and Wednesday to complete your journey through the Exhibit Hall, so take time to enjoy the adventures and learn more about the fine products and services being offered. Once you have collected all the stamps, fill in your contact information, and drop off your completed passport in the entry box at the Registration Desk. Winners will be drawn at the closing general session on Wednesday afternoon.
Wellness passportThe Wellness Passport is also included in your registration packet. Participate in a combination of stamped and self-reported wellness activities to complete your Wellness Passport. Fill in your contact information and drop off your completed Wellness Passport in the entry box at the Registration Desk. At the Wednesday lunch we will hold a drawing for fabulous fitness prizes that will help keep you moving once you are back home!
Extra chances to winOur sponsors have donated a bounty of prizes that will be given away Tuesday evening. You can choose to use one of your evening reception drink tickets to enter for an extra chance in the drawing. Simply fill out your contact information on the designated drink ticket and drop it in the entry box at the reception. Winners will be announced at the banquet on Tuesday evening.
Exhibitor rafflesMany exhibitors are holding their own raffle drawings at their booths. A selected few exhibitors will be awarding their prizes at the Wednesday morning breakfast.
Gift basket treasure chest on WednesdayThe prize bounty continues on Wednesday when you receive your personal treasure chest key. Once you get your key tag stamped by 3 exhibitors, stop by the registration desk and try your key in the gift basket treasure chest. If your key opens the treasure chest, you’re a winner! If not, you can turn in your key tag for another chance in the prize drawing.
General information
9
MenuTuesday breakfast: Orange and cranberry juice; Cut fresh fruits of the season; Washington apple fritters, blueberry and morning glory muffins, lemon citrus and seasonal tea bread; Fruit preserves and butter; House made granola and assorted cereals; Low fat and soy milk; Sunshine Farms vanilla & fruit yogurts; Coffee
Tuesday morning break: Coffee, soda, bottled water
Tuesday lunch: Grilled chicken ciabatta – arugula, cranberry-walnut mayor, jack cheese, multi-grain bread; Baby red potato salad; Tim’s Cascade Chips
Tuesday afternoon break: Soda & bottled water; Fresh baked cookies
Tuesday banquet: Fired grilled filet of beef - Gorgonzola & Cabernet reduction sauce, basil pesto mashed potatoes; Spinach pancetta – local black berries, roasted hazelnuts, mint crust goat’s cheese, pear tomatoes, raspberry vinaigrette; Bread; Lemon riviera vanilla torte
Wednesday breakfast buffet: Scrambled eggs; Apple wood bacon; Breakfast potatoes; Fresh fruit salad; Blueberry and morning glory muffins; Orange juice, coffee, tea
Wednesday morning break: Coffee, soda, bottled water
Wednesday lunch: Grilled chicken mediterranean – roasted garlic, cumin, cilantro, preserved lemon; Grilled asparagus; Saffron scented risotto, spicy romesco sauce
Wednesday afternoon break: Whole fruit, cookies, soda, bottled water
If you have special dietary needs, please inform the staff at the registration desk at least two hours prior to the meal event. You will receive a special meal ticket to present to your server at the event. Unless prior arrangements are made, the serving staff will not be able to accommodate special requests.
General information
10
At-a
-gla
nce
Mon
day,
Apr
il 17
5 –
7 pm
Reg
istra
tion
open
s
Tues
day,
Apr
il 18
7 am
Yoga
bas
ics,
Oly
mpi
c 2
7:30
– 8
:30
amR
egis
tratio
n op
ens
Con
tinen
tal b
reak
fast
with
exh
ibito
rs8:
30 –
10
amW
elco
min
g gr
eetin
gs G
rand
Bal
lroom
2-3
W
elco
me
from
HU
D &
USD
A R
ural
Dev
elop
men
t O
peni
ng k
eyno
te a
ddre
ss: A
hav
en fr
om h
azar
ds, A
na-M
arie
Jon
es10
– 1
0:30
am
Trad
e sh
ow b
reak
10:3
0 –
11:3
0 am
Budg
et re
fresh
er (M
INC
) E
verg
reen
1-2
Cris
is m
anag
emen
t Eve
rgre
en 3
-4Fi
re s
yste
ms
Nor
thw
est 3
WBA
RS
train
ing
Nor
thw
est 1
-2Se
attle
’s n
ew s
ourc
e of
inco
me
prot
ectio
ns C
asca
de 9
-10
11:3
0 am
– 1
pm
Lunc
h G
rand
Bal
lroom
2-3
Ke
ynot
e: H
oard
ing,
Mat
t Pax
ton
1 –
1:30
pm
Trad
e sh
ow b
reak
Roo
m a
ssig
nmen
ts a
re s
ubje
ct to
cha
nge
11
Tues
day,
Apr
il 18
(con
tinue
d)1:
30 –
2:3
0 pm
Tena
nt c
ertifi
catio
ns –
Cha
nges
co
min
g E
verg
reen
1-2
CM
S up
date
s on
man
agem
ent a
nd
occu
panc
y re
view
s E
verg
reen
3-4
Fair
hous
ing
for f
ront
line
staff
N
orth
wes
t 3Ta
x cr
edit
spec
ial n
eeds
co
mm
itmen
ts a
nd s
pora
dic
inco
me
calc
ulat
ions
Cas
cade
9-1
0
Wor
king
with
a h
oard
er in
the
hom
e N
orth
wes
t 1-2
2:30
– 2
:45
pmTr
ade
show
bre
ak2:
45 –
3:4
5 pm
Lim
ited
Engl
ish
Profi
cien
cy (L
EP)
Eve
rgre
en 1
-2H
UD
upd
ate
Eve
rgre
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aint
aini
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The
key
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orth
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esol
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inco
me
disc
repa
ncie
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Par
t 1 C
asca
de
9-10
Annu
al M
embe
rshi
p M
eetin
g fo
r th
e Aff
orda
ble
Rur
al H
ousi
ng
Cou
ncil
(AR
HC
) Cas
cade
13
3:45
– 4
pm
Trad
e sh
ow b
reak
4 –
5 pm
Und
erw
ritin
g w
ith th
e ne
w tr
ansf
er
hand
book
Eve
rgre
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-2Se
ctio
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ndam
enta
ls
Eve
rgre
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-4Pr
even
tativ
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aint
enan
ce
Nor
thw
est 3
LIH
TC 1
01: T
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asic
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orth
wes
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2R
esol
utio
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cret
s fo
r EIV
inco
me
disc
repa
ncie
s –
Part
2 C
asca
de
9-10
Annu
al M
embe
rshi
p M
eetin
g fo
r AH
MA
of W
ashi
ngto
n C
asca
de 1
3
5:30
– 8
pm
Annu
al B
anqu
et G
rand
Bal
lroom
2-3
Aw
ard
cere
mon
y D
oor p
rizes
(mus
t be
pres
ent t
o w
in)
7:30
pm
Post
ban
quet
act
iviti
esR
oom
ass
ignm
ents
are
sub
ject
to c
hang
e
12
Wed
nesd
ay, A
pril
197
am20
th A
nnua
l 1-m
ile N
etw
orki
ng w
alk
Mee
t at t
he H
otel
at 6
:45
amZU
MBA
7:30
am
Reg
istra
tion
open
s7:
30 -
9 am
Buffe
t bre
akfa
st, G
rand
Bal
lroom
1, 2
, 39
amG
ener
al s
essi
on: G
rand
Bal
lroom
2-3
10 a
mTr
ade
show
bre
ak10
:10
– 11
:10
amSe
ctio
n 50
4 tra
nsiti
on p
lans
for
MFH
pro
ject
s, E
verg
reen
1-2
Beco
min
g a
high
per
form
er -
Part
1, N
orth
wes
t 3It’
s ab
out e
thic
s: D
evel
opin
g an
d m
aint
aini
ng p
erso
nal a
nd
prof
essi
onal
eth
ics,
Eve
rgre
en 3
-4Ta
x cr
edit
com
plia
nce
hot t
opic
s,
Nor
thw
est 1
-2C
reat
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and
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rting
repa
ymen
t ag
reem
ents
- Pa
rt 1,
Cas
cade
9-1
011
:15
am -
12:1
5 pm
Lim
ited
Engl
ish
Profi
cien
cy (L
EP),
Eve
rgre
en 1
-2R
emov
ing
barri
ers:
Pro
vidi
ng fa
ir ac
cess
to h
ousi
ng fo
r ind
ivid
uals
w
ith c
rimin
al re
cord
s, E
verg
reen
3-
4
Beco
min
g a
high
per
form
er -
Part
2, N
orth
wes
t 3
CM
S up
date
s on
TR
ACS
and
spec
ial c
laim
s, N
orth
wes
t 1-2
Cre
atin
g an
d re
porti
ng re
paym
ent
agre
emen
ts -
Part
2, C
asca
de 9
-10
12:1
5 –
1:30
pm
Lunc
h G
rand
Bal
lroom
2-3
Ke
ynot
e: Im
agin
atio
n ch
ange
s ev
eryt
hing
, Pat
ti D
obro
wol
ski
Roo
m a
ssig
nmen
ts a
re s
ubje
ct to
cha
nge
13
Wed
nesd
ay, A
pril
19 (c
ontin
ued)
1:30
– 2
:30
pmG
ener
al Q
&A: R
ound
tabl
e di
scus
sion
with
USD
A R
D s
taff,
E
verg
reen
1-2
Com
bine
d fu
ndin
g, E
verg
reen
3-4
Pro
pain
ting
tips,
Nor
thw
est 3
Trac
k ta
x cr
edit
insp
ectio
ns -
How
to
resp
ond,
Nor
thw
est 1
-2Pr
ivat
e ac
tivity
bon
d an
d 4%
low
-in
com
e ho
usin
g ta
x cr
edit
basi
cs,
Cas
cade
9-1
02:
35 p
mTr
ade
show
bre
ak2:
45 –
3:4
5 pm
MFH
pro
gram
cha
nges
the
new
Ad
min
istra
tion
shou
ld c
onsi
der,
Eve
rgre
en 1
-2
Tran
sfer
ring
budg
et a
utho
rity
unde
r se
ctio
n 8(
bb)(1
), E
verg
reen
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ost i
mpa
ctfu
l def
ects
, N
orth
wes
t 3
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cred
it co
mpl
ianc
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ini c
ase
stud
ies,
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thw
est 1
-2Fa
ir ho
usin
g fo
r fro
ntlin
e st
aff,
Cas
cade
9-1
04
– 4:
55 p
mG
ener
al s
essi
on:
Clo
sing
cer
emon
ies
Gra
nd B
allro
om 2
-34:
55 p
mFi
nal d
oor p
rize
draw
ings
5 pm
Con
vent
ion
ends
Roo
m a
ssig
nmen
ts a
re s
ubje
ct to
cha
nge
14
Map
15
Monday, April 17
Registration opens5 – 7 pm, LobbyPick up your badges and convention materials
Ad-West Realty Services, Inc. is a professional, full service property management company that has been specializing in managing conventional and affordable housing apartment communities in the states of Washington, Nevada, Alaska and Montana since 1986. Our goal is to provide the best possible management and maintenance for each apartment community that we manage in order to provide apartment homes for our residents that they can take pride in.
To learn more, contact:
Warren Westad, CPM
425-391-3937 [email protected] or online at www.Ad-West.com
Ad-West Realty Services, Inc. is a professional, full service property management company that has been specializing in managing conventional and affordable housing apartment communities in the states of Washington, Nevada, Alaska and Montana since 1986. Our goal is to provide the best possible management and maintenance for each apartment community that we manage in order to provide apartment homes for our residents that they can take pride in.
To learn more, contact:
Warren Westad, CPM
425-391-3937 [email protected] or online at www.Ad-West.com
Creating, preserving and maintaining quality affordable housing for
the empowerment and prosperity of all involved.
Don Beaty, President [email protected]
1809 Seventh Ave #1019 Seattle, WA 98101 206.443.2320 phone 877.878.2433 fax
16
Tuesday, April 18
Yoga basics7 – 8 am, Olympic 2Join Britt McVicar to learn some basic yoga moves to ease you into your day.
You’ll have time to change and return to the convention by 8:30 am.
Registration opens7:30 amPick up your badges and convention materials.
Continental breakfast with exhibitors7:30 amJoin with the exhibitors for your continental buffet breakfast.
OPENING GENERAL SESSION
Welcoming greetings, opening keynote8:30 – 10 am, Grand Ballroom 2-3
Presenters:ARHC President Deneen Mulligan, Quantum Management Services, Inc.AHMA Vice President Jennifer Wood, Cambridge Management
Welcome from USDA RD Yvette Spriggs, USDA RD
Welcome from HUD Eileen Hearty, HUD Denver Multifamily Office
Keynote – A haven from hazards The keynote address delivered by Ana-Marie will help anyone engaged in affordable housing to make emergency preparedness, disaster response, and community resilience an easy, effective, and uplifting pursuit. Affordable housing providers and advocates have a unique opportunity to transform the readiness and resilience of staff, volunteers, residents, and their extended community.
Speaker:Ana-Marie Jones
continued
17
continued
Trade show break10 – 10:30 am, LobbyTake time to stop by every exhibitor table today. Each exhibitor has a unique door prize stamp – and so in order to be eligible for our huge door prize drawings on Wednesday afternoon, you’ll need to get a stamp from ALL exhibitors during the day today. New this year – multiple chances to enter your name into prize drawings. Just keep visiting the exhibit!
BREAKOUT SESSION RD TRACK
Budget refresher (MINC)10:30 – 11:30 am, Evergreen 1-2The USDA Management Interactive Network Connection (MINC) system is an interactive system that collects project budget and tenant residency status information from trusted partners. MINC also allows these trusted partners the ability to schedule electronic funds transfers for their project payments and view detailed information about their tenants residency. RD staff will walk the attendees through the basics of MINC.
Trainer:Eric Siebens, USDA Rural Development
BREAKOUT SESSION HUD TRACK
Crisis management10:30 – 11:30 am, Everegreen 3-4How to deal with a crisis on your property. What to do, who to call, how to handle residents in the midst of the crisis, how to handle the press, are topics that we will deal with. This encourages the use of a manual that gives you all the information at your fingertips.
Trainer:Michael L. Alexander, Executive Director, AHMA East Texas
Tuesday, April 18
18
Tuesday, April 18
continued
BREAKOUT SESSION MAINTENANCE TRACK
Fire systems10:30 – 11:30 am, Northwest 3Learn how we can all satisfy our local fire codes in a timely and efficient manner, as well as answer any questions on periodic confidence testing. Fire alarms, wet and dry sprinkler systems, shaft pressurization systems and smoke control, fire extinguishers, as well as fixed fire suppression systems will be discussed along with testing methodology. Requirements of testing and reporting vary from jurisdiction to jurisdiction, but we will try to examine them all.
Trainer:Jim Fry, Foula
BREAKOUT SESSION TAX CREDIT TRACK
WBARS training10:30 – 11:30 am, Northwest 1-2This session will cover the basics of WBARS, the benefits of it and how it is used. It will cover how funders use data from WBARS, and some “fun facts” relating to performance of Seattle’s Housing Levy
Trainer:Cheryl Cohen, City of Seattle, Office of Housing
BREAKOUT SESSION MISC TRACK
Seattle’s new source of income protections10:30 – 11:30 am, Cascade 9-10The Seattle City Council passed new legislation in 2016 which expands fair housing protections for short-term and long-term housing subsidies (in addition to Section 8 protections) and alternative sources of income. The law also provides requirements around first-in-time screening requirements for applicants. The law also prohibits the use of preferred employer incentives. This workshop will provide an overview of the law and how this has impacted both housing providers and tenants after implementation. The objective for this workshop is to educate affordable housing providers on Seattle’s new source of income legislation and how this new law has impacted both housing providers & tenants.
Trainer:Michael Chin, City of Seattle Office for Civil RightsRandy Redford, Puckett & Redford
19
continued
Tuesday, April 18Luncheon and keynote – Hoarding11:30 am – 1 pm Grand Ballroom 2-3Get ready for an exhilarating lunch that includes opportunities to network, and hear from a motivating speaker.
This keynote will take audience members through an interactive journey to explore hoarding. Matt Paxton will use his unique mix of humor and experience to truly get into the mindset of a hoarder. You’ll learn who hoards and why this dilemma is not going away. He’ll cover why a hoarder behaves a certain way and why they can’t just throw it all out. You’ll begin to understand the emotional ties to specific items and how the hoarder places the item can help you understand their grief. Focusing on demographics and personal experience, we’ll learn why hoarding in affordable housing is increasing.
Sponsored by Hainsworth Laundry
Speaker:Matt Paxton
Trade show break1 – 1:30 pm, LobbySpend time with our exhibitors and enter your name in prize drawings
BREAKOUT SESSION RD TRACK
Tenant certifications – Changes coming1:30 – 2:30 pm, Evergreen 1-2USDA Rural Development staff will provide training on tenant certification forms and how to properly set up tenant files and maintain them to be in compliance with Rural Development regulations.
Trainers:Melanie Drexel, USDA Rural Development
20
Tuesday, April 18
continued
BREAKOUT SESSION HUD TRACK
CMS updates on management and occupancy reviews1:30 – 2:30 pm, Evergreen 3-4Effective July 1, 2016, HUD reinstated Management and Occupancy Reviews for Multifamily Section 8 properties. A presenter from CMS will offer training sessions on the basic overview of preparing for a Management and Occupancy Review.
Speaker:Kristy Yeadon, CMS
BREAKOUT SESSION MAINTENANCE TRACK
Fair housing for frontline staff(will be repeated Wednesday)1:30 – 2:30 pm, Northwest 3
Few things can be as time consuming, exasperating, and as expensive as defending a Fair Housing complaint. This basic session will give a general overview of Fair Housing legislation history and will identify the 7 federally protected classes. You will learn how to avoid Fair Housing inconsistencies and pitfalls that are often unintentionally included in advertising, as well as the connection between the Violence Against Woman Act (VAWA) and fair housing. Learn about the most common complaints and how an “innocent comment” can turn into a discrimination complaint. We will also discuss how to be “reasonable” with reasonable accommodation requests while following your company policies and procedures to maintain consistency. Practical communication guidelines and other day-to-day issues that can lead to Fair Housing complaints will be covered.
Trainer:Heather Staggs, S.T.A.R. Momentum Consulting
21
Tuesday, April 18
continued
BREAKOUT SESSION TAX CREDIT TRACK
Tax credit special needs commitments and sporadic income calculations1:30 – 2:30 pm, Cascade 9-10Overview of how to verify Special Needs status for households meeting those set-asides. Will also look at income types that are challenging to verify and/or calculate.
Trainers:Marji Johnson, Portfolio Analysts, WSHFCMichael Soper, Portfolio Analysts, WSHFCSponsored by the WA State Housing Finance Commission
BREAKOUT SESSION MISC TRACK
Working with a hoarder in the home1:30 – 2:30 pm, Northwest 1-2As hoarding increases in affordable housing, understanding and communicating with the tenants becomes more important. Extending from the keynote session, Matt Paxton from TV’s HOARDERS will highlight specific communication techniques to create a positive and compassionate interaction with the hoarding population. Matt will simulate entering a hoarder’s home to reinforce hoarding knowledge and communication techniques learned in the class. The class will leave the audience with the proper understanding of hoarding and how to communicate effectively to help the entire community towards a long term cleaning solution.
Trainer:Matt Paxton
Trade show break2:30 pm, LobbySpend time with our exhibitors and enter your name in prize drawings
22
Tuesday, April 18
continued
BREAKOUT SESSION RD/HUD TRACK
Limited English Proficiency (LEP)(will be repeated Wednesday)
2:45 – 3:45 pm, Evergreen 1-2Participants in this session will learn the basics of the federal language access requirements for both the HUD and Rural Development. We will discuss the definition of LEP, property management’s responsibility to provide LEP services, current government enforcement activities, and LEP as it relates to the Violence Against Women Act. You will learn what activities are required to provide equal access to LEP persons as well as the everyday tools you need to successfully carry out your LEP responsibilities. This session is ideal for site managers, compliance staff and corporate level property management staff and property owners.
Trainers:Heather Staggs, S.T.A.R. Momentum Consulting
BREAKOUT SESSION HUD TRACK
HUD update2:45 – 3:45 pm, Evergreen 3-4Denver HUD staff will provide updates and program information. Come have a dialogue with West Region Representatives.
Trainer:Eileen Hearty, Multifamily West Region, Denver Satellite office
BREAKOUT SESSION MAINTENANCE TRACK
Maintaining readiness: The key role of maintenance professionals in facility safety and readiness2:45 – 3:45 pm, Northwest 3-4This workshop is a conversation designed specifically for facility maintenance professionals. Building on the preparedness plenary session, we will look at the unique role maintenance professionals play in helping residents, staff, guests, and volunteers to embrace and support preparedness, safety, and resilience goals.
Speaker:Ana-Marie Jones
23
Tuesday, April 18BREAKOUT SESSION TAX CREDIT TRACK
Tax credit FAQ updates2:45 – 3:45 pm, Northwest 1-2Overview of the latest changes to our tax credit compliance frequently asked questions.
Trainers:Chrystal White, Portfolio Analyst, WSHFCShawna Higgins, Portfolio Analyst, WSHFCSponsored by the WA State Housing Finance Commission
BREAKOUT SESSION MISC TRACK
Resolution secrets for EIV income discrepancies – Part 12:45 – 3:45 pm, Cascade 9-10To accurately resolve discrepancies, you must first be able to interpret the EIV Income Detail Report and the EIV Income Discrepancy Report. In Part 1 of this session, the instructor will teach participants what types of income EIV does and does not recognize. Next, we will explore the fundamentals of income discrepancies to uncover what triggers a discrepancy and how did EIV calculate the discrepancy amount? Why is the Period of Income (POI) so historical? How do I assess if the discrepancy is valid or not?
Trainer:Jenny DeSilva, Blueprint Housing
Annual Membership Meeting for the Affordable Rural Housing Council (ARHC)2:45 – 3:45 pm, Cascade 13Please send at least one representative from your organization. The election of Board Members will take place. Hear a brief rural housing Federal regulatory and legislative update.
Speakers:Larry Anderson, Rural Housing Preservation Associates LLCKris Cook, NAHMA
Meeting chair:Deneen Mulligan (Quantum Management), President of ARHC
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Trade show break3:45 pmSpend time with our exhibitors and enter your name in prize drawings
BREAKOUT SESSION RD TRACK
Underwriting with the new transfer handbook4 – 5 pm, Evergreen 1-2An overview of the new transfer handbook chapter highlighting changes and opportunities.
Trainer:Larry Anderson, Rural Housing Preservation Associates LLC
BREAKOUT SESSION HUD TRACK
Section 504 fundamentals4 – 5 pm, Evergreen 3-4Many fair housing violations are related to not implementing reasonable accommodations policies and procedures accurately. It is important that affordable and public housing providers understand the fundamentals of Section 504 to avoid any violations and limit litigation. At the completion of this module, participants will be able to:
• Acquire basic awareness of Federal, State, Local, Fair Housing and Section 504 of the Rehabilitation Act of 1973
• Enhance your understanding of General Reasonable Accommodation and Modifications Guidelines. (Best practices)
• Aware of the differences between pets and companion/service animals• Identify tools for making Housing Program(s) Accessible
Speaker:Ruben Rivera-Jackman
Tuesday, April 18
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BREAKOUT SESSION MAINTENANCE TRACK
Preventative maintenance4 – 5 pm, Northwest 3Spend an enjoyable and revealing hour looking at photos and listening to a Funder Inspector drone on about preventive maintenance issues and design flaws found in a typical inspection. Learn what you can do to make his life easier!
Trainer:Doug Ogden, Field Asset Manager for the Washington State Housing Trust Fund
BREAKOUT SESSION TAX CREDIT TRACK
LIHTC 101: The basics4 – 5 pm, Northwest 1-2This course presents a basic overview of the Low-Income Housing Tax Credit (LIHTC) program, primarily as it relates to the rental property generating the tax credits at the “lower tier” operating partnership.
Trainer:Thomas Stagg, Novogradac
BREAKOUT SESSION MISC TRACK
Resolution secrets for EIV income discrepancies – Part 24 – 5 pm, Cascade 9-10Are you spinning your EIV wheels? Do you struggle with documenting the file to show how and why an income discrepancy is not valid? During this interactive Part 2 of this session, participants will dive into real world case studies and learn how to document resolution, even when there are multiple income sources involved. Learn to recognize the EIV System’s limitations and anomalies. By the end of this interactive class, you will be able to confidently dissect and resolve income discrepancies with ease. Knowledge is power.
Trainer:Jenny DeSilva, Blueprint Housing
Tuesday, April 18
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BREAKOUT SESSION
Annual Membership Meeting for AHMA of Washington4 – 5 pm, Cascade 13Please send at least one representative from your organization. Voting will take place for the election of Board Members. Hear a brief Federal regulatory and legislative update.
Speaker:Kris Cook, NAHMA
Meeting chair:Billie Abers (City of Seattle, Office of Housing), President of AHMA of Washington
Annual banquet & ceremony5:30 pm, Grand Ballroom 2-3
Annual banquet begins 5:30 pm
Awards Ceremony 6:30 pm
AHMA and ARHC Board members introduce and recognize our extraordinary award winners.
Door prize drawing 7:20 pm
First round of door prizes (must be present to win).
Post banquet activities 7:30 pm
Come celebrate this year’s extraordinary members who have indeed succeeded in accomplishing great things this year. We have FUNERGIZED the awards ceremony this year with fun music and a professional DJ.
Stay after the awards ceremony for fun music, a photobooth with awesome props and karaoke. Enjoy an evening of camaraderie, fun, and prizes.
Tuesday, April 18
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Wednesday, April 19
ZUMBA!7 amGet your morning workout with Carlita Alegria!
You’ll have time to change and return to the convention by 8 am.
FUN RUN, BIKE, OR WALK
20th Annual 1-mile Networking Walk7 am, meet at the Doubletree at 6:45 amEveryone is encouraged to participate. Fun is guaranteed as fitness expert Britt McVicar uses positive encouragement to lead the way and help you start making small changes in your life that lead to big health improvements.
Registration opens7:30 amCheck out the photos from Tuesday on the wide screen TV!
Breakfast buffet7:30 - 9 am, Lobby
GENERAL SESSION
HUD & Rural development update9 am, Grand 2-3Plated breakfast followed by the keynote.Join us for an overview of what is happening at HUD from Eileen. Larry will give an update on national Rural Development issues. We will also hear from a local NAHMA scholarship winner.
Speakers:Eileen Hearty, Branch Chief, HUDLarry Anderson, Rural Housing Preservation Associations
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Wednesday, April 19
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Trade show break10 am, LobbySpend time with our exhibitors and enter your name in prize drawings
BREAKOUT SESSION RD TRACK
Section 504 transition plans for MFH projects10:10 – 11:10 am, Evergreen 1-2USDA RD Staff will answer “When do I need a transition plan? What needs to be in the plan? How often do I update the plan? How will USDA-Rural Development monitor the plan?” They will also explain how this relates to the immediate, short term and long term strategies for meeting accessibility requirements and property repairs and rehabilitation.
Trainer:Bill Kirkwood, USDA Rural Development
BREAKOUT SESSION MAINTENANCE TRACK
Becoming a high performer – Part 110:10 – 11:10 am, Northwest 3If you want to maintain or become a HIGH PERFORMER, you can’t afford to miss this session. It’s more than just knowing the defects…it’s about setting the CORRECT priorities. Setting correct priorities requires understanding the scoring system. In this session, you will be educated on how the scoring works allowing your REAC Preparation to be focused and effective without wasting time and money.
Trainer:Ken Pilbin, US Inspection Group
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Wednesday, April 19
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BREAKOUT SESSION HUD TRACK
It’s about ethics: Developing and maintaining personal and professional ethics10:10 – 11:10 am, Evergreen 3-4It is important for all of us who work with vulnerable populations to ensure that we are behaving in a professional and ethic manner. Ethics are not often black or white. At some point in our personal and professional lives will be confronted with an ethical dilemma. It is important to understand and identify strategies that can assist us successfully navigate those situations.
At the completion of this module, participants will be able to:
• Understand the importance of maintaining healthy boundaries• Define personal and professional ethics• Recognize characteristics of healthy and unhealthy boundaries• Identify personal and professional boundary violations• Recognize warning signs of poor boundaries• Identify strategies to consider when dealing with ethical dilemmas
Trainer:Ruben Rivera-Jackman
BREAKOUT SESSION TAX CREDIT TRACK
Tax credit compliance hot topics10:10 – 11:10 am, Northwest 1-2Highlighting current compliance issues that property managers and compliance specialists should be aware of.
Trainer:Michael N. Dill, Portfolio Analyst, WSHFCSponsored by the WA State Housing Finance Commission
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Wednesday, April 19
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BREAKOUT SESSION MISC TRACK
Creating and reporting Repayment Agreements – Part 110:10 – 11:10 am, Cascade 9-10This advanced class is designed for compliance staff that handle recertifications and TRACS software. The group will explore common scenarios that prompt tenant repayment agreements. The instructor will test participant understanding of how the overpayment occurred and which lease obligation(s) the tenant did not meet, while sharing effective tips to minimize repayments in the future. The group will then practice calculating the balance of overpaid subsidy owed to HUD and determine when these transactions will appear on the voucher.
Trainer:Jenny DeSilva, Blueprint Housing
BREAKOUT SESSION RD/HUD TRACK
Limited English Proficiency (LEP)(Repeat session)
11:15 am – Noon, Evergreen 1-2Repeated session from Tuesday. See prior description.
Trainer:Heather Staggs, S.T.A.R. Momentum Consulting
BREAKOUT SESSION HUD TRACK
Removing barriers: Providing fair access to housing for individuals with criminal records11:15 am – Noon, Evergreen 3-4In April 2016, The US Department of Housing and Urban Development (HUD) issued guidance on the use of conviction records in housing. The Seattle Office for Civil Rights is responsible for enforcing fair housing laws in accordance with this guidance. This workshop will educate affordable housing providers on HUD’s new guidance and how to conduct individualized assessments for applicants with a conviction record.
Moderator:Michael Chin, City of Seattle Office for Civil Rights
Panel:Eliot Hart, Plymouth Housing GroupAshley Thomas, Capitol Hill HousingJennifer Wood, Cambridge Management
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Wednesday, April 19
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BREAKOUT SESSION
Becoming a high performer – Part 211:15 am – Noon, Northwet 3Continues from earlier session, see prior description.
Moderator:Ken Pilbin, US Inspection Group
BREAKOUT SESSION HUD TRACK
CMS updates on TRACS and special claims11:15 am – Noon, Northwest 1-2CMS provides support and guidance to owners, agents and property TRACS contacts for housing assistance payments and special clams. Our agency presenter would offer a training session on the basic overview of reading TRACS queries or submitting special claims requests.
Trainer:Lori Mannerude, CMS
BREAKOUT SESSION MISC TRACK
Creating and reporting repayment agreements – Part 211:15 am – Noon, Cascade 9-10Continues from earlier session, see prior description.
Trainer:Jenny DeSilva, Blueprint Housing
Luncheon & keynote – Imagination changes everything12:15 pm – 1:30 pm, Grand 2-3In this powerful, dynamic talk, Patti Dobrowolski will show you how you, your team, and your organization can make lasting change. Using the latest neuroscience research, she’ll show you how to marry a visual with the most innate tool you have: your imagination. Participants will be inspired to draw a picture of their desired new reality, and will learn how to leverage their imagination to bring more of what they want into their work and their lives.
Speaker:Patti Dobrowolski
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Wednesday, April 19
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BREAKOUT SESSION RD TRACK
General Q&A: Roundtable discussion with USDA RD staff1:30 – 2:30 pm, Evergreen 1-2The Rural Development servicing and underwriting specialists will be available to answer group questions or meet with individually to address your concerns or questions not addressed in the RD sessions.
Panel:Mary Traxler, Multifamily Housing Program Director, Washington State USDA Rural DevelopmentStaff of USDA Rural Development
BREAKOUT SESSION RD/HUD TRACK
Combined funding1:30 – 2:30 pm, Evergreen 3-4Understand the conflicts that might arise amid the different regulatory requirements for both the Section 8 and the LIHC programs and stop the confusion among owners and property managers. This all-inclusive hands-on session will pinpoint the program differences as well as offer solutions to handle the conflicts. This session is perfect for property owners, management agents, and property managers who are looking to add additional finance layering or are currently trying to navigate between the requirements of multiple programs.
Trainer:Heather Staggs, S.T.A.R. Momentum Consulting
BREAKOUT SESSION MAINTENANCE TRACK
Pro-painting tips1:30 – 2:30 pm, Northwest 3We will examine how the primary components affect performance attributes of a coating. Understand the function of resins. Review appropriate choices for specification of primers and finishes. We will learn to choose colors based on the durability of their pigments. The definitions for gloss and sheen with standards to use when specifying finishes is covered. Throughout you will learn performance aspects for paints and coatings. There will be a focus on the proper choice of primers for various substrates and choices of finishes based on durability demands.
Speaker:Jeff McIntyre, Rodda Paint
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Wednesday, April 19
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BREAKOUT SESSION TAX CREDIT TRACK
Tax credit inspections – How to repsond1:30 – 2:30 pm, Northwest 1-2Overview of the Commission’s new inspection process and how to respond to notifications of inspection, requests for documentation, etc.
Trainer:Duane Bakke, Portfolio Analyst, WSHFCSponsored by the WA State Housing Finance Commission
BREAKOUT SESSION MISC TRACK
Private activity bond and 4% low-income housing tax credit basics1:30 – 2:30 pm, Cascade 9-10This course presents a basic overview of how development teams can use private activity bonds and 4 percent low-income housing tax credits (LIHTCs) to finance affordable multifamily rental housing properties.
Trainer:Thomas Stagg, Novogradac
BREAKOUT SESSION RD TRACK
MFH program changes the new administration should consider2:45 – 3:45 pm, Evergreen 1-2A review of some changes the Administration could make to improve the MFH program as well as a discussion of what ARHC might consider proposing to help in Washington State.
Trainer:Larry Anderson, Rural Housing Preservation Associates LLC
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Wednesday, April 19BREAKOUT SESSION HUD TRACK
Transferring budget authority under section 8(bb)(1)2:45 – 3:45 pm, Evergreen 3-48(bb) is a tool for HUD to preserve Project Based Section 8 budget authority. HUD is required to transfer remaining budget authority to another contract or contracts to provide assistance to eligible families, including eligible families receiving project based assistance at the time of contract termination or opt-out. Owners may also request to subdivide their assigned budget authority when units are obsolete, have undergone rehabilitation, etc. An overview of Housing Notice H 2015-03 and the most recent FAQs of the program will be provided during the session.
Trainer:Cindy Ross, CMS
BREAKOUT SESSION MAINTENANCE TRACK
20 most impactful defects2:45 – 3:45 pm, Northwest 3Most COMMON defects found? That’s not what we’re interested in. Many of the most common defects are where we spend the most time in repairing in preparing for our REAC Inspection. As it turns out, those common defects often cost us little to no points. In this session, we will focus on the handful of defects that will affect our score the most. Making sure that none of these defects are on your property will give you the best chance for a good score.
Trainer:Ken Pilbin, US Inspection Group
BREAKOUT SESSION TAX CREDIT TRACK
Tax credit compliance mini case studies2:45 – 3:45 pm, Northwest 1-2Review of household tax credit certification examples to spot the compliance issues.
Trainers:Lanakay Lipp, Portfolio Analyst, WSHFCErik Giesen, Portfolio Analyst, WSHFCSponsored by WA State Housing Finance Commission
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BREAKOUT SESSION MISC TRACK
Fair housing for frontline staff(Repeat session)
2:45 – 3:45 pm, Cascade 9-10Repeated session from Tuesday. See prior description.
Trainer:Heather Staggs, S.T.A.R. Momentum Consulting
General session & closing ceremonies4 pm, Grand 2-3Join us for the final closing session and leave the convention with a Plan for Tomorrow attitude.
Final door prize drawings4:55 pm
Convention ends5 pm
Winners of door prizes should turn in their vouchers and pick up their prizes at this time. The winner must return the door prize voucher to redeem the prize indicated.Unredeemed prizes become the property of ARHC & AHMA
Wednesday, April 19
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AHMA BoardBillie Abers, City of Seattle, Office of Housing, President
Jennifer Wood, Cambridge Management, Inc., Vice President
Michelle Hawley, Bellwether Housing, Secretary
Steven Judd, CPA, Finney Neill, Treasurer
Holly Anderson, Catholic Charities Housing Services
Spencer Anderson, United Marketing
Colleen Carr, Allied Residential
Kathy Chaussee, Westwood Management & Development
Connie Devaney, Kawabe Memorial House
Leslie Hodson, Compass Health
Glori Houston, Catholic Charities Spokane
Elsie Janson, Pike Place Market PDA
Doug Repman, Quantum Management Services
Karen Sexton, Indigo Real Estate Services
*Sheila King, Multifamily Affordable Properties – aptfinder.org (non-voting member)
ARHC BoardDeneen Mulligan, Quantum Management Services, Inc. President
Tom Anderson, United Marketing, Vice President
Maurice King, High-Tech Solutions, Inc., Secretary
Matt Rettig, Rettig Flyte Company, P.S., Treasurer
Jamie Chaussee, Westwood Managements & Development
Tom Drake, Housing Opportunities of SW Washington
Sue Edick, Othello Housing Authority
Celeste Mills, Allied Residential
Mike Sullivan, Pine River Management, Inc.
Kevin Weishaar, Mercy Housing
Warren Westad, Ad-West Realty Services, Inc.
*John Pfaff, Bathfitters (non-voting member)
Association staff
DeAnn Hartman, Executive Director
Brett Hartman, Membership & Events Coordinator
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ExhibitorsAptfinder.org
Bath Fitter
Bio Clean Inc
Britt McVicar Fitness
Coin Meter Company
Contract Management Services
Critical Signal Technologies
DCI Engineers
Entrata
FJ & Associates, CPA’s
Hainsworth Laundry Company
HUD
J.R. Johnson Inc
Moco Inc.
Orca Information Inc
Pest Control Supplies
Precision Concrete Cutting
Propel Insurance
Quantum Management Services
RealPage Inc.
Resman
RightSource Compliance
T&A Supply
USDA Rural Development
Veth’s Landscape Services & All City June Removal Corporation
WASH Multifamily Laundry Systems
Washington State Housing Finance Commission
Yardi Systems
Mark your calendars2018 Washington Affordable Housing
Management ConventionTuesday-Wednesday, April 24-25, 2018
Spokane Convention Center, Spokane, WA
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Speaker biosCarlita AlegriaCMS Director, Bremerton Housing AuthorityCarlita has been specializing in the subsidized industry since 1998. Her experience begins with Bremerton Housing Authority (BHA), long before the agency was announced as the Contract Administrator for the State of Washington. In 2001, Carlita relocated to Dallas, TX where she joined Dallas Housing Authority. In 2004, Carlita returned to BHA’s Contract Management Services (CMS) division, and since has undertaken contract administration start-ups in the states of Hawaii, Utah, Nebraska and Southern California. As the CMS Director, Carlita oversees contract administration operations for four states, as well as the nationwide Master Class training program. She is experienced in multiple subsidize housing programs with a passion and focus to improve.
Michael AlexanderExecutive Director, Affordable Housing Management Association of East TexasMichael has been the Executive Director of AHMA of East Texas for the past nine years. He has been in the housing industry for over 30 years. He was the Project Administrator for The Pinemont Apartments, a Section 8/202 property for the elderly and disabled from 1994-2011. He is the President and Owner of MLA Consulting, specializing in compliance training, communications and teambuilding. A Texan native, Michael attended Eastern Washington State University where he earned a Bachelor of Arts Degree in Music and Master of Arts degree from Houston Graduate School of Theology. He has also attended the leadership program at Harvard’s John F. Kennedy School of Government.
Laurence R. “Larry” AndersonVice President, Rural Housing Preservation Associates (RHPA), the Rural Rental Housing development arm of Leon N. Weiner AssociatesLarry provides advice and support for the affordable rental housing industry engaged in working with the Multi Family Housing (MFH) programs of the Rural Housing Service. In late 2010, Larry retired after 31 years as the Director of the Multi-Family Housing Preservation and Direct Loan Division. Between January and August 2010, he served as Acting Deputy Administrator for Multi-Family Housing. From 2004-2008, he served as the Assistant Deputy Administrator for Multi-Family Housing. He also led the Office of Rental Housing Preservation, since its inception in 1998. Highlights of Larry’s career included leading efforts to create a long term MFH revitalization program to help preserve the aging but irreplaceable $11 billion direct loan portfolio and serving as the lead USDA contact on the Rental Policy Working Group formed by the White House during 2010 to improve and align federal rental housing policy. Larry entered federal service as a Presidential Management Intern in 1980, after receiving a Masters in Public Administration from Rutgers and an undergraduate degree in Political Science from Michigan State. In late 2007, the Secretary of Agriculture recognized Larry with an Honor Award for his work leading a team that established a major settlement agreement to resolve claims from statutory changes to MFH prepayment requirements. In 2000, CARH recognized Larry with the Harry Tomlinson award. During 2011, both NAHMA and Spectrum Industries recognized Larry for career achievements.
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Duane BakkeSenior Portfolio Analyst, Asset Management and Compliance Division, Washington State Housing Finance CommissionDuane has been with the Washington State Housing Finance Commission for 19 years, serving as Receptionist, Program Assistant, and Compliance Officer/Portfolio Analyst. Duane has been an integral part of the Division, working to update and improve training, Compliance Manuals, forms, web site, and policies, while providing technical assistance to owners and managers of his tax credit and bond portfolio. He holds professional certifications from: Spectrum (C16p & Shining STAR), NDC (Housing Finance Development Professional), and CHAM.
Cheryl CohenSenior Community Development Specialist, City of Seattle Office of HousingAs a member of the OH Asset Management team, Cheryl is responsible for contract monitoring and site inspections of over 100 City-funded properties, and serves as the department’s lead on the State’s Evergreen Sustainable Development Standard. Cheryl co-chairs the Monitoring Coordinating Task Force HOME Investment Partnerships Program Subcommittee, facilitating bi-monthly calls with public funders throughout Washington State, and conducts annual trainings on HOME compliance and the Combined Funders’ Web-Based Annual Reporting System. Before joining the City in 2011, Cheryl spent over eight years working for non-profit housing and service organizations, including the YWCA of Seattle/King County, Plymouth Housing Group, and Catholic Housing Services. Her roles focused on formerly homeless single adults and families, ranging from direct service positions in crisis intervention/case management, contract compliance, and property management. Cheryl strives to share this spectrum of practical experience in her current position by providing input on City policy and legislative discussions, as well as cooperative County-wide efforts such as the development and implementation of Coordinated Entry for All. In 2015, Cheryl joined the Seattle/King County Coalition on Homelessness board and serves as Board Treasurer. She holds a BA in Political Science from the University of Washington, and is a Certified Specialist in HUD Occupancy and Credit Compliance Professional. Her overarching personal and professional passion is the development and preservation of, and equitable access to, quality affordable housing for the most vulnerable members in our society.
Speaker bios
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Mike ChinCivil Rights Enforcement Manager, City of Seattle Office for Civil RightsMike is responsible for the enforcement and compliance of local and federal anti-discrimination laws in employment, housing, public accommodations, and contracting. He leads a team of civil rights investigators which include proactive enforcement and community outreach engagement in Seattle on civil rights issues. Prior to his role with SOCR, he worked as an investigator for the Washington State Human Rights Commission. Michael has presented trainings on the enforcement and compliance of non-discrimination and employment equity laws throughout Washington and Oregon. He is a certified mediator since 2006 and mediates for the Seattle Federal Executive Board, King County Dispute Resolution Program and serves on the City of Seattle Alternative Dispute Resolution Advisory Board. Michael is a member of the citywide Race and Social Justice Initiative Core Team and department Change Team which addresses racial equity in the community. Michael received his Juris Doctorate from Gonzaga University School of Law and Masters Business Administration from Gonzaga in 2006.
Kris Cook, CAEExecutive Director, National Affordable Housing Management AssociationKris joined NAHMA in November 2002. Kris has 30 years’ experience in nonprofit and trade association management. Prior to joining NAHMA, she held a dual role as executive director of the National Board of Certification for Community Association Managers (NBC-CAM), an affiliate of the Community Associations Institute (CAI) and senior vice president of CAI.
Janet DarlingMFH Loan Specialist and Underwriter, USDA Rural Development, Olympia officeJan has been with USDA Rural Development for almost 18 years. She began her career with USDA Rural Development in 1999 in the Washington State Office, Multi-Family Housing (MFH). Janet also had the opportunity to work in the Texas and Oregon MFH State Offices from 2006 to 2016 returning home to Washington in 2016. Prior to joining USDA Rural Development, she co-owned a chain of very successful retail stores throughout Western Washington including a large distribution center. She actively participated in the day-to-day operations and was a key member of the management team for almost 20 years. Janet is married, has 5 children, 11 grandchildren, and enjoys fly-fishing, camping and traveling in her free time.
Jenny DeSilva,COS, TaCCs, CMHDirector, Blueprint Housing SolutionsJenny is a recognized compliance expert/speaker with extensive training experience. She provides consulting & customized compliance products for housing entities opting to outsource policy and procedure development. She is an active member of multiple HUD working groups to develop consistent regulatory oversight practices nationwide.
Speaker bios
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Michael DillSenior Portfolio Analyst, Asset Management and Compliance Division, Washington State Housing Finance CommissionMichael earned his bachelor’s degree from Brigham Young University in Financial Planning, and his masters in Taxation from Golden Gate University. He holds the prestigious Certified Financial Planner (CFP) designation, as well as numerous housing compliance and management certifications.
Patty DobrowolskiPatti is passionate about showing you how easy it is to set and achieve your goals more quickly using a simple picture. In her inspiring and catalytic style, she challenges her audiences to identify, then step into the changes they truly desire, while giving them the tools and confidence to ensure those changes stick. As a keynote speaker and two-time TEDx speaker, Patti presents to audiences from all sectors of business and non-profits including such clients as Nike, Microsoft, Starbucks, The Bill & Melinda Gates Foundation, USDA, New Zealand Federation of Principals.Patti has won the prestigious “Woman of Achievement” award from The Association for Women in Communications and was a Seattle awardee in the Make Mine A Million-Dollar Business program.
Melanie DreckselSenior Load Specialist, USDA Rural Development, Mount Vernon officeMelanie began working for the Multi-Family Housing Program Division of the State Office in 2014 specializing in transfers, prepayments, special credits and other activities. Melanie has been employed by USDA since 1987. She began working for Farmers Home Administration which eventually became USDA Rural Development. Melanie has worked in all programs of USDA Rural Development and in many of our offices starting her career in Lake Stevens, then Farm Loans in Lynden, Manager of the Port Angeles and Puyallup Offices, and Area Director of the Wenatchee and Mount Vernon Offices. Melanie was born in West Virginia and graduated Magna Cum Laude from West Virginia University with a Bachelor of Science Degree in Agriculture and a minor in accounting. Melanie enjoys swimming, renovating houses and shopping.
Jim FryFire and Life Safety Technician, Froula Alarm SystemsJim entered the fire and life safety business in 1974. Back then, the only fire safety device required in any building was a fire extinguisher that was recharged once a year. Since then, fire alarms, fire sprinkler systems, emergency lighting systems, shaft pressurization systems and standpipe systems have all entered the fire safety world as life saving devices installed in all commercial buildings by code. In order to ensure these systems all function as designed we are required to test them, so that all parties can have “confidence” in their effectiveness. Hence the start of the Confidence Test required by the local fire departments. That’s what Jim has been doing for 42 years, testing your systems on a regular basis to let you have confidence that if the worst happens, people will be safe.
Speaker bios
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Erik GiesenPortfolio Analyst, Asset Management and Compliance Division, Washington State Housing Finance CommissionPrior to starting at the Commission in 2016, Erik worked in property management 16 years as A Regional Manager, overseeing properties funded with USDA RD, Tax Credit, Bond, HOME and/or HUD financing. Erik holds several compliance certifications including C8P, Section 515 Specialist and COS.
Elliot HartRental Office Manager, Plymouth Housing GroupElliot started with Plymouth Housing Group in 2009 and became the Rental Office Manager in 2015. Elliot is responsible for leading the staff team and managing centralized leasing for Plymouth’s portfolio of affordable housing buildings and the supportive housing units for homeless adults. He shares responsibility for developing and implementing operations policies for leasing, vacancy management, and fair housing. Elliot delivers fair housing and de-escalation trainings for all staff at Plymouth, and partners in community efforts to bring greater awareness to issues of housing justice and homelessness policy.
Eileen HeartyAccount Executive Branch Chief, HUD, Denver officeEileen first joined the Denver Multifamily Office in May 2008 as a Project Manager. She previously worked with HUD at its Headquarters Office in Washington, DC by way of the Presidential Management Fellowship program. Eileen left the Department in 2001 to direct a small shelter program for families experiencing homelessness in the Denver metro area. Later Eileen served as the Associate Director of the Lincoln Housing Authority in Rhode Island. Eileen graduated from the University of Wyoming and earned her Master of Social Work degree from the University of Maryland. She served as a Peace Corps Volunteer in the Republic of Moldova and was a Peaceworker Fellow with the Shriver Center in Baltimore, MD.
Shawna HiggsinPortfolio Analyst, Asset Management and Compliance Division, Washington State Housing Finance CommissionShawna is responsible for monitoring the compliance and providing technical assistance to approximately 20% of all bond and tax credit properties currently a part of the Commission’s portfolio. She also provides quality compliance training to owners and managers as a part of the Commission’s award winning compliance training workshops. Prior to starting at the Commission in 2016, Shawna worked for a syndicator for 11 years, as the Asset Manager, Supervisor. Their portfolio consisted of over 350 properties throughout the United States. Shawna holds certifications from NAHB (HCCP), NAHMA (CPO and SHCM) and Spectrum (C13P and Shining S.T.A.R.).
Speaker bios
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Marji JohnsonSenior Portfolio Analyst, Asset Management and Compliance Division, Washington State Housing Finance CommissionMarji has been involved in all aspects of program compliance for the Commission for 28 years (6 years as a private-sector monitor and the last 22 as an employee of the Commission). Marji is responsible for monitoring the compliance and providing technical assistance to approximately 20% of all bond and tax credit properties currently a part of the Commission’s portfolio. She also provides quality compliance training to projects, owners and managers as a part of the Commission’s award winning compliance training workshops. Additionally, she is one of the Asset Management and Compliance Divisions primary contact for all database matters. In this latter capacity, she is responsible for data integrity and maintenance of the Division’s databases.
Ana-Marie JonesExecutive Director, CARD – Collaborating Agencies Responding to DisastersCARD is nonprofit located in Alameda County, California. Created by local community agencies after the 1989 Loma Prieta earthquake, CARD offers an alternative approach to emergency preparedness, disaster response, and planning activities. Before joining CARD in April 2000, she worked for the California Governor’s Office of Emergency Services managing projects supporting nonprofits and access functional/special needs issues. She was the acting Executive Director of NCDPN (Northern California Disaster Preparedness Network) a 5-year funding initiative designed to address emergency preparedness and disaster response for agencies serving multi-ethnic, at-risk, and other diverse communities. For nearly 10 years she worked in advertising and marketing research at the American Association of Advertising Agencies in New York. She is committed to helping her communities build and embrace their “everyday brilliance” as a path to sustainable “disaster resilience.”
Bill KirkwoodMulti-Family Housing State Loan Specialist, USDA Rural Development, Olympia officeBill has worked for USDA-RD for 10 years, 8 years in the State Office as a loan underwriting and the past two years as an Area Office Specialist servicing Multi-Family Housing in Western Washington. He has worked in a variety of professional capacities in the private sector, most of which involved the banking field as a loan underwriter and bank manager. He has also been a high school basketball referee for 15 years and a high school basketball coach for 10 years. He earned his Bachelor of Arts degree from the University of Washington in 1977.
Speaker bios
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Lanakay LippSenior Portfolio Analyst, Asset Management and Compliance Division, Washington State Housing Finance CommissionPrior to starting at the Commission in 2008, Lanakay worked for a property management company for 15 years as the Compliance Manager monitoring over 5,000 units with Tax Credit, Bond, HOME and/or HUD financing. Lanakay holds several compliance certifications including C3P, SHCM and COS. Lanakay is the lead trainer for the Combined Funders Web Based Annual Reporting System (WBARS) Table 1 and is the designated reviewer of alternate utility allowance proposals to her division.
Lori MannerudeVoucher Manager, Contract Management Services (CMS)Lori began her career in 2005 as a Compliance Assistant, transferred to the position of Voucher Specialist and became the department manager in 2011. Lori’s expertise is in the areas of TRACS, Special Claims and Repayment Agreements.
Jeff McIntyreRodda PaintJeff has been in the coatings industry since starting at Rodda’s factory in 1979. His background includes a General Science degree focused on polymers and coatings chemistry, coatings raw material sales, industrial and commercial coatings sales, working with product development and overseeing paint specification services for Rodda.
Britt McVicarBritt McVicar Fitness, LLCBritt offers a unique approach to fitness and wellness coaching. She assists clients with making sustainable changes so they feel healthy, happy, and safe. Britt received her training through the American College of Sports Medicine and has spent much of her time focusing on functional movement training, which helps people move freely with their bodies. Britt has worked with organizations to develop coaching programs that are crafted to meet the employees’ fitness needs. She offers on-site personal and small group training, group fitness classes as well as face-to-face and virtual coaching that connects employees with the resources they need to manage stress, fitness, and nutrition. For more about Britt, check out www.brittfitness.net
Jay NeubauerAccount Executive, HUD, Denver officeJay Evan Neubauer is an Account Executive at the Denver HUD Office. He received a Degree in Urban Planning and Architecture from the University at Buffalo, and has been with HUD Multifamily Housing for 10+ years. Jay is committed to customer service, process improvement and employee development. Born in rural Upstate New York, he moved to Denver from Buffalo with Multifamily transformation in 2016. Passionate about outdoor activities, the move to Denver was a natural fit. In his free time, Jay enjoys camping, traveling, motorsports, volunteering and playing guitar.
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Anne NicasioMulti-Family Housing Specialist, USDA Rural Development, Mount Vernon officeAnne began her career with the Agency in 2011 as a Multi-Family Housing Technician and has worked as a State Single Family Housing Loan Specialist before her current position. She has a portfolio of 38 apartment complexes throughout Snohomish and King Counties. She has 17 years of experience working for credit unions, savings & loan, and commercial banks from teller to loan support officer. Born and raised in Texas she and her husband with the military have lived from Puerto Rico to Alaska before making the Pacific Northwest their home.
Doug OgdenField Asset Manager, Washington State Housing Trust Fund.Doug inspects the Washington State Housing Trust Fund portfolio. He has been involved in construction and building science since he was a child learning design from his architect father. Starting out as a laborer on jobs sites he worked through nearly all the trades. In 1983, Doug moved from Washington to Alaska and worked with several commercial contractors as estimator and purchaser, then as project supervisor. In 1991, he then went to work with a non-profit organization to manage regular and enhanced weatherization programs serving all of southern Alaska from the Aleutians, Bristol Bay, Kodiak Island and all of South East Alaska. Doug moved his family back to Washington in 2006 to work with the Weatherization Program for the then Department of Community Trade and Economic Development, (CTED now Commerce). Within a year he was working for the Housing Trust Fund doing compliance monitoring. Over the years, Doug has earned and maintained an ICC Combination Dwelling Building Officials certification and has been certified in HQS as well as UPCS. He was trained in architecture and has built two buildings he designed using his fathers’ old drafting machine. He now brings his past experiences with him to help oversee the nearly $1 Billion Housing Trust Fund portfolio.
Matt PaxtonMatt is one of the top Hoarding Clean-Up experts in the United States. He is the founder of Clutter Cleaner, author of The Secret Lives of Hoarders and has appeared in over 80 episodes of the televisions show HOARDERS. Matt helped found the first national hoarding awareness and solutions focused nonprofit - The Hoarding Project. Matt has been cleaning hoarded homes for over 12 years and has seen it all from 300 cats to an 8 foot wide rat’s nest. Matt’s used his vast experience to create Legacy Navigator, a company dedicated to guiding families through their options after a loss. Matt travel’s the country speaking about Hoarding awareness and how to effectively communicate with a loved one struggling with hoarding. When not traveling, Matt lives in Virginia with his wife and 3 sons.
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Ken PhilbinPresident, US Inspection GroupAs one of the founders of U.S. Inspection Group, Ken brings valuable experience in the housing industry. With more than fifteen years of experience in the UPCS protocol, Ken has assisted properties all across the country in REAC Inspection Preparation with both onsite consultation and classroom style training.
Randy RedfordOwner, Puckett & RedfordRandy attended undergraduate and law school at the University of Kansas and has been practicing law since 1992. He has concentrated on landlord and owner representation since 1994. Since that time he has worked for various law firms and as in-house counsel for property management companies. In 1999, Randy joined the office of Joe Puckett, doing exclusively landlord representation, and in 2002, formed Puckett & Redford, PLLC. Currently the owner of Puckett & Redford, PLLC, his practice concentrates on residential and commercial evictions, fair housing discrimination complaints, commercial collections, training seminars and representing landlords in various litigation matters.
Bonny RigleyMulti-Family Housing Specialist, USDA Rural Development, Mount Vernon officeBonny began her career in 1992 with USDA Rural Development as a District Program Technician in the Puyallup District Office. In 1997, she became a Rural Development Specialist working in the Multi-Family Housing program. Prior to working at USDA Rural Development, she worked at General Services Administration (GSA) for 13 years in various offices, including disposal of property, leasing and acquisition.
Ruben Rivera-Jackman, MNPLDirector of Resident Supports and Services for the Senior Housing Assistance Group (SHAG)Ruben is speaker, trainer and nonprofit leadership consultant with an accomplished a 30+ year career as a nonprofit leader with practical experience in, and solid understanding of, a diverse range of management, program development and service delivery applications. Ruben is also a certified trainer with the National Resource Center on LGBT Aging, and serves as an adjunct Professor at Seattle Central Community College where he teaching classes a variety of classes including Aging Gracefully, Patient Navigation for Older-Adults, Motivational Interviewing, Group Dynamics and Counseling, and HIV/AIDS Brief Risk Intervention for Healthcare Professionals. He earned a BA degree in Social Sciences from Pace University, New York City in 1990 and an Executive Masters in Not-for-Profit Leadership from Seattle University in 2003. He has completed a Geriatric Mental Health Specialist certificate program at University of Washington and the Professional Service Coordinator certificate program from Ohio State University.
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Cindy RossContract Management Services (CMS)Cindy began her career with Contract Management Services (CMS), in early 2001. Her affordable housing career began as a Voucher Specialist, and progressed into the positions of Contract Specialist, Contract Manager, Operations Manager and Associate Director. Because of her working knowledge and leadership experience in the affordable housing industry, she is able to deliver training that meets the needs of a diverse audience. Cindy has trained owners and agents across the nation on the topics of contract renewal options, rent adjustments (how to maximize rents), budgeting, timelines, and utility allowances. Cindy is a supporter of AHMA and is on the Boards of National Leased Housing and The Arc of Kitsap and Jefferson Counties.
Eric SiebensMulti-family housing state loan specialist, USDA’s Rural Development, Wenatchee officeEric has been with USDA RD Wentachee office since 2009. He oversees new construction, farm labor and MFH transfers for Eastern Washington. His previous positions included providing credit and risk analysis for Banner Bank’s commercial division and USDA’s National Agricultural Statistics Service in Montana. He received his master’s degree in agribusiness in 2002 from Washington State University. Eric has combined twelve years experience providing training to USDA’s partners in serving rural America.
Michael SoperSenior Portfolio Analyst, Asset Management and Compliance Division, Washington State Housing Finance CommissionMichael has helped housing professionals transcend the many changes to the LIHTC, bond and FDIC programs since he started training, educating and monitoring Commission financed properties in 1997. He enjoys working on the Division’s award-winning website and the E-NEWS. Michael’s adventure in housing has included earning professional certifications from: Spectrum (C21p & Shining STAR), NDC (Housing Finance Development Professional), and CHAM. Prior to the Commission, Michael worked as a consultant, environmental planner, city transportation planner, corporate transportation program coordinator/administrator, worker compensation claims adjuster and journalist.
Yvette SpriggsFinance and Loan Analyst, USDA Rural DevelopmentYvette began her career with Rural Development Wyoming in 1988 working in the Area and District Offices. She has also worked in the New Mexico and Idaho State Office Multi-Family Housing sections before joining the Headquarters staff in 2016. She is very familiar with all aspects of Multi-Family Housing from loan making to loan servicing and transfers.
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Speaker biosThomas StaggPartner, Novogradac & Company, LLPThomas specializes in audit and tax services for real estate transactions. He has extensive experience with low-income housing tax credit (LIHTC) deal structuring, including assisting developers and investors in navigating acquisition/rehabilitation developments and Year 15 disposition issues. In addition, Thomas has assisted many clients in applying for and obtaining the LIHTC. He has extensive experience in performing LIHTC property compliance testing and regularly contributes articles regarding the complexities of LIHTC property compliance to the Novogradac Journal of Tax Credits, Novogradac Low-Income Housing Tax Credit Handbook and Novogradac LIHTC Property Management Handbook. Thomas frequently speaks at industry events as well as Novogradac & Company LLP’s affordable housing conferences and webinars. He received his bachelor’s degree in accounting from Brigham Young University. He is licensed in California and Washington as a certified public accountant.
Heather Staggs, AHM, CPO, FHC, SHCMPresident, S.T.A.R. Momentum Compliance Consulting, Inc.Heather brings knowledge from both sides of the aisle. Formerly a manager with the Colorado Housing and Finance Authority (CHFA) and prior to that, a Project Manager, with the U.S. Department of Housing and Urban Development, she is an expert in compliance with, and implementation of, low-income housing laws and regulations. In addition to having over 24 years of property management experience, Heather possesses the real-world, hands-on knowledge of applying the rules of the trade to everyday situations. She is exceptional at explaining the reasons “why it must be done this way” when it comes to compliance policies handed down to property management site level staff. Heather is also able to successfully provide multiple perspectives from groups such as the regulatory monitoring agencies, the property management corporate level as well as at the property site level staff.
Ashley ThomasResident Services Manager, Capitol Hill HousingResident Services provides referral services, community events, eviction prevention, rental assistance, and an employment assistance program to residents. Capitol Hill Housing has 48 buildings and approximately 2,000 residents living in our communities. Ashley began working at Capitol Hill Housing as a Leasing and Occupancy Specialist in Property Management. Ashley received her Bachelor of Arts from Fairhaven College, Western Washington University in Approaches to Social Justice. Her background is primarily in providing social services to marginalized youth through community empowerment, job training, and youth development programs. She is passionate about affordable housing and brings an intersectional lens to examine how we can build vibrant and engaged communities within our portfolio.
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Speaker biosRomana UrrutiaResolution Specialist, HUD, Denver officeRomana has been with the Denver Multifamily team for 7 years. She has 14 years of housing experience and is excited about her new position on the Resolution Team. Romana began her career at the Lakewood Housing Authority where she worked as an Assisted Housing Specialist. She has lived in Colorado all her life and hopes to never leave. She enjoys hiking, biking, and running.
Chrystal WhiteSenior Portfolio Analyst, Asset Management and Compliance Division, Washington State Housing Finance Commission, Spokane OfficePrior to starting at the Commission in 2013, Chrystal worked for property management companies for 12 years as the Compliance Manager, General Manager, and Leasing Agent for nonprofit and for profit companies in Idaho, Montana, Wyoming, North Dakota and Washington monitoring anywhere from 800 to 2,000 units with Tax Credit, Bond, HOME and/or HUD financing. Chrystal holds compliance certifications from Spectrum (C3P) as well as Elizabeth Moreland’s Tax Credit College Diploma.
Jennifer WoodDirector of Property Management, Cambridge ManagementJennifer has 23 years of progressive experience in affordable housing and multifamily property management. She joined Cambridge Management in 2005 and has overseen operations through expansion into multiple states and the acquisition of nearly 10,000 additional units. Jennifer’s passion is affordable housing and she has extensive experience with all types of local, state and federal programs including LIHTC, Section 8, HOME, Bond, HOPE VI, and many others. She has served the industry on the Board of Directors for the Affordable Housing Management Association of Washington (AHMA of WA) and is the Immediate Past President. Jennifer also serves on the Board of Directors of the Affordable Housing Management Association for Northern California and Hawaii (AHMA NCH).
Kristy YeadonCompliance & Contracts Manager Contract Management Services (CMS)Kristy joined Bremerton Housing Authority in 1999 and transferred to CMS in 2007. She oversees all aspects of daily operations relating to rent adjustments, contract renewals and occupancy. Kristy also trains on the subjects of Third Party Income Verification, Income and Asset Calculations, Tenant File Review, and Special Claims.
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“I know every inch of my property. Now I know every inch of my policy.”
Contract Management Services Cares about affordable housing because, as a division of Bremerton Housing Authority, we have been providing housing assistance for more than 75 years.
This connection provides a thorough knowledge of the issues facing both the people that public housing agencies serve and the needs of owners and managers who provide rental units.. Because of this background, CMS brings an understanding and a commitment to Contract Administration that few others possess .
345 6th Street, Suite 200, Bremerton, WA 98337
Toll free (877) 792-9175 www.cms-results.com
Core Strengths: Professional and experienced staff Complete HUD, Owner, and Management Agent customer
service satisfaction Master level Owner and Management Agent training Exceptional performance through enhanced quality control
and monitoring systems National experience in managing multiple PBCA contracts