Santa Barbara

Asset Management Resources
for Nonprofit Housing Owners and Managers


American Association of Homes and Services for the Aging (AAHSA)

901 E Street, NW, Suite 500
Washington, DC 20004-2011
www.aahsa.org

California Association of Homes and Services for the Aging (CAHSA)

7311 Greenhaven Drive, Suite 175
Sacramento, CA 94831
916-392-5111
www.aging.org
Membership organization of organizations serving the elderly including HUD 202 projects and residential care facilities. Links to continuing eduction for individuals working in all levels of care for the aged.

Board Source

800-883-6262
www.ncnb.org
This membership organization offers an excellent catalog of books and other publications on the management of nonprofit organizations, including training materials for Boards of Directors and nonprofit Executive Directors and Financial Officers.

California Apartment Association

980 9th Street, Suite 2150
Sacramento, CA 95814
80-967-4222
www.caanet.org
A membership organization of market rate property owners and managers with an extensive training program, including a property management series, environmental training, and a maintenance series.

California Tax Credit Allocation Committee

915 Capitol Mall, Room 485
Sacramento, California 95814
916-654-6340
www.treasurer.ca.gov/ctcac
“Compliance Reference Book” with forms, information on California’s tax credit monitoring, text of Section 42 and pertinent IRS rulings. They offer training on tax credit compliance for those monitoring compliance with the low income housing tax credit program in California.

Center for Nonprofit Management in Southern California

315 West 9th Street, Suite 1100
Los Angeles, CA 90015
213-623-7080
www.cnmsocal.org
The Center offers seminars for nonprofit staff on topics such as Board Management, Finance and Accounting, Fundraising, Personal Development and Strategic Planning. The Center also offers publications, a manager’s helpline which provides information and advice on all aspects of nonprofit management and publishes a biweekly job listing newsletter, Opportunity NOCS, containing jobs in the Southern California nonprofit sector.

Community Development Technologies Center

2433 South Grand Ave.
Los Angeles, CA 90007
213-744-9401
www.cdtech.org
Offers Quarter-length classes through the Los Angeles Trade Technical College, a community college, in topics of interest to community development organizations including Managing Non-Profit and Public Service Organizations and Affordable Housing Development.

CompassPoint

706 Mission Street, 5th Floor
San Francisco, CA 94103-3113
415-541-9000
www.compasspoint.org
Compass Point (formerly known as The Support Center for Nonprofit Management) offers development seminars in nonprofit management including Board and Executive leadership training, grant writing, financial management, supervision, program evaluation and computers and internet. They also provide consulting services and a Board Match program which recruits, trains and places board members.

Consortium for Housing and Asset Management (CHAM)

www.nw.org/network/training/programs/cham.asp
This national collaboration of Enterprise, LISC and NeighborWorks is the only organization dedicated to asset management in affordable housing, with a focus on nonprofits and their dual mission. Excellent multiple-day trainings leading to Certification as an Asset Manager are offered at NeighborWorks Training Institutes. An Asset Management Conference is held annually.

Elizabeth Moreland Consulting, Inc.

339 East University Avenue
Orange City, Florida 32763
800-644-0390
www.taxcredit.com
Offers several levels of Tax Credit Courses. Publishes the reference guide, “Practical Solutions for Managing Tax Credit Developments”, the quarterly “Compliance Monitor” and sells a “Certification Processing Kit.” Good web site.

Corporation for Supportive Housing

342 Madison Avenue, Suite 505
New York, NY 10173
212-986-2966
www.csh.org

Corporation for Supportive Housing

1330 Broadway, #601
Oakland, CA 94612
510-251-1910
www.csh.org
This nonprofit organization provides support, training and publications of interest to organizations providing housing to people in need of support services. Publications cover topics of facility design and services/management coordination.

Elizabeth Moreland Consulting, Inc.

339 East University Avenue
Orange City, Florida 32763
800-644-0390
www.taxcredit.com
Offers several levels of Tax Credit Courses. Publishes the reference guide, “Practical Solutions for Managing Tax Credit Developments”, the quarterly “Compliance Monitor” and sells a “Certification Processing Kit.” Good web site.

Enterprise Foundation

10227 Wincopin Circle
Columbia, Maryland 21044-3400
410-964-1230
www.enterprisefoundation.org
Provides training and support to nonprofit housing and community development organizations. Their website offers access to Enterprise’s newsletters and the Enterprise Resource Center’s Best Practices Database.

Housing California

926 J Street, Suite 422
Sacramento, CA 95814
916-447-0503
www.housingca.com
This organization supports political activism on affordable housing-related issues and legislation at the state level. An annual statewide conference draws hundreds of developers, funders, managers, community and tenant activists. The Annual Conference is usually held in April or May.

Institute of Real Estate Management (IREM)

430 N. Michigan Avenue
Chicago, IL 60611-4090
1-800-837-0706
www.irem.org
In the past few years, IREM has broadened their property management training offerings to include affordable housing. They offer certifications as Accredited Residential Manager (ARM®) and Certified Property Manager (CPM®). Training programs are held in 85 different cities. Their affordable housing programs are offered through the Neighborhood Reinvestment Corporation Training Institutes. (See Neighborhood Reinvestment) They offer one and two day intensives on marketing, management of government-insured multifamily housing and human resources, risk management, financing and valuation strategies and other topics.

In addition to classes, IREM offers a wide range of publications, the Journal of Property Management, conferences and has chapters throughout the country.

IRS

www.IRS.gov

Local Initiatives Support Corporation

Organizational Development Initiative
733 Third Avenue
New York, New York 10017
(212) 455-9800
www.liscnet.org

LISC Bay Area

369 Pine Street, Suite 350
San Francisco, CA 94104
415-397-7322
www.cdexchange.org provides information on upcoming training and best practices.

LISC LA

1055 Wilshire Boulevard., #1600
Los Angeles, CA 90017
213-250-9550

LISC San Diego

450 B Street., #1010
San Diego, CA 92101
619-239-6691
Provides training and support to nonprofit housing and community development organizations. The Organizational Development Initiative/Asset Management Division develops and sponsors asset and property management training through local LISC offices and Neighborhood Reinvestment Corporation Training Institutes that are held several times a years in different cities. The Division also produces a wide array of asset management-related publications and software applications. Local offices are located in over forty cities.

National Apartment Association (NAA)

www.NAAHQ.org
NAA is a market rate rental housing industry association providing classes in the essentials of rental housing management leading to certification for Apartment Managers and Supervisors, and Maintenance and Leasing personnel. Membership is usually through local apartment associations located throughout the country although direct membership in the national organization is available for those outside of areas covered by Apartment Associations. Non-members can usually attend local training at a non-member rate.

National Assisted Housing Management Association (NAHMA)

526 King Street, Suite 511
Alexandria, Virginia 22314
703-683-8630
www.NAHMA.org

AHMA of Northern California and Nevada

484 Lake Park Avenue
PMB #402
Oakland, CA 94610
510-251-2462
www.ahma-ncn.org

AHMA Pacific Southwest

611 Anton Blvd., Suite 140
Costa Mesa, CA 92626
714-979-9131 or 213-258-4301
A membership organization of property owners, managers and related professionals who provide management and products or services to the affordable housing industry, low- and moderate-income families, seniors and persons with disabilities. Regional chapters are located throughout the United States.

While the national office is involved with lobbying efforts in support of affordable housing owners, local chapters’ focus on educational and professional training to provide better service to both residents and owners. Most chapters have voting and non-voting members. Membership is a HUD-approved expense.

Chapters offer training on topics such as occupancy, fair housing, issues roundtables and legislative reviews. AHMA membership is not required to attend classes.

Most chapters hold Annual Conventions with workshops on housing management and maintenance related topics.

National Center for Housing Management (NCHM)

1638 R Street, NW
Washington, DC 20009
800-368-5625
www.nchm.org
NCHM provides professional development opportunities to all housing managers, especially those in the assisted housing field. Courses are designed to certify practitioners in the following areas: Registered Housing Manager, Certified Occupancy Specialist, Certified Occupancy Specialist - Rural Rental Housing, Certified Manager of Housing, Certified Manager of Maintenance, Certified Financial Manager, Senior Housing Specialist, Fair Housing training and several specialties geared to Public Housing.

NCHM also offers a journal, the Housing Management Quarterly, and textbooks which support their training and certification programs.

National Fair Housing Advocate

www.fairhousing.com
This internet website contains information, news briefs on litigation and a search engine regarding fair housing issues.

National Housing and Rehabilitation Association

www.housingonline.com
Interesting website with general information and links on all affordable housing programs. Lists all state tax credit agencies on Tax Credit link.

National Low Income Housing Coalition/Low Income Housing Information Service (NLIHC/LIHIS)

www.nlihc.org
The NLIHC/LIHIS is a nonprofit educational organization that provides information on national low-income housing policy, housing issues, access to publications, and a calendar of events. In addition to this information, this site also provides related links.

NeighborWorks

1325 G Street
Washington, DC 20005
800-438-5547
www.nw.org -then click Training Institute button NRC offers Neighborhood Reinvestment Training Institutes several times per year in different regions of the country. While the curriculum of each Institute varies, they usually offer a two-day course in Affordable Housing Development, a one day class in Tax Credit Compliance and one and two-day courses in Property, Maintenance and Asset Management for Nonprofits (IREM FIN 201, MTF 205 and MNT 201.) Other one and two day classes address leadership and management, community building, community planning and economic development, construction and home ownership.

Nonprofit Housing Association of Northern California (NPH)

369 Pine Street, Suite 350
San Francisco, CA 94104
415-989-8160
www.nonprofithousing.org A membership organization of nonprofit owners, developers and managers of affordable housing and related professionals, especially from the lender and funder community. NPH sponsors workshops and brown bag discussions on timely topics of interest to nonprofit housing staff. Annual Conference usually in September.

Points of Light Foundation

202-223-9186
www.pointsoflight.org
This nonprofit organization offers a catalog of written materials on nonprofit organizations with an emphasis on the use of volunteers including volunteer Boards of Directors.

Quadel Consulting Corporation

1250 I Street, NW
Washington , DC 20005
800-987-2581
www.quadel.com
In conjunction with the National Leased Housing Association, Quadel offers a two day workshop leading to Certification as an Assisted Housing Manager (AHM®.) This training covers the regulations governing resident selection, income certification and billing procedures for HUD subsidized housing. Also offer a Tax Credit management training certification.

Rental Housing On Line

http://rhol.org/rental
In order to gain access to model documents, you have to join for $25 a year but there are plenty of interesting question and answer topic areas on property management available to the general public on this Internet website.

Southern California Association of NonProfit Housing (SCANPH)

3345 Wilshire Boulevard, Suite 1000
Los Angeles, CA 90010
213-480-1249
A membership organization of nonprofit owners, developers and managers of affordable housing and related professionals, especially from the lender and funder community. A Property Management working group sponsors workshops and brown bag discussions on timely topics of interest to nonprofit housing staff. The annual conference is usually in September.

Spectrum Seminars

545 Shore Road
Cape Elizabeth, Maine 04107
www.spectrumseminars.com
Two day training on Low Income Housing Tax Credits at various locations. They offer a Certification on Tax Credit management. Also offer training on Fair Housing/Section 504 and Rural Development 515.

United States Department of Housing and Urban Development

http://www.hud.gov
This website provides information on community plans, funding options, buying and renting homes, and general information about HUD’s operations, including access to publications, Fair Market Rents and annual Area Median Incomes. HUD Handbook 4350.3 “Occupancy Requirements of Subsidized Multifamily Housing Programs,” can be ordered by phone (202-708-2313) or by fax (202-708-2313). All Handbooks and notices can be accessed and downloaded at www.hudclips.org www.huduser.org/datasets/il.html is the web site address for retrieving HUD income limits. www.hud.gov/offices/cpd is the website for information on HOME, HOPWA and CDBG

General Business and Management Education

Local Community Colleges and branches of State Universities.

Many campuses offer classes and Certificate programs in areas of interest to nonprofit staff such as Nonprofit Administration, Property Management and Construction Management.

Fred Pryor Seminars

2000 Shawnee Mission Parkway
Shawnee Mission, Kansas 66205
800-255-6139
www.Careertrack.com
Fred Pryor offers one day seminars throughout the United States on topics such as communication skills, customer service, resolving conflict, stress management for women and management skills.

SkillPath Seminars

P.O. Box 2768
Mission, Kansas 66201-2768
800-873-7545
www.skillpath.net
A variety of seminars on various business-related and personnel development topics, e.g. “Coaching, Criticism and Discipline Skills”, “Dealing with Difficult Employees”.

Publications

Brownstone Publishers, Inc.

149 Fifth Ave.
New York, NY 10010-6801
800-643-8095
“Assisted Housing Financial Management Insider” Bimonthly newsletter focusing on financial aspects of affordable housing management. Covers government audit requirements, new regulations, legal precedents, areas where HUD has questioned or disallowed costs, and provides model forms and procedures.

“Assisted Housing Management Insider”

Monthly newsletter focusing on affordable housing management. Covers HUD and other government housing programs, new regulations, legal precedents, provides model forms and procedures.

CD Publications

8204 Fenton Street
Silver Spring, MD 20910-9935
800-666-6380
www.cdpublications.com
Monthly newsletter focuses on private, assisted and public housing. Covers wide range of issues impacting both development and management. Provides national and regional news, information on new regulations and tips on complying with the law and establishing good resident relations.

“The Tax Credit Advisor”

1625 Massachusetts Avenue, NW, Suite 601
Washington, DC 20036-2244
202-939-1790
Monthly newsletter covering topics of interest to those involved in the syndication, production and management of housing financed by low income housing tax credits, e.g., state of the credit market, IRS rulings, management practices.