MARC-NAHRO and MAHRA - Maryland Association of Housing and

MARC-NAHRO and MAHRA
2015 Spring Conference Agenda
Tuesday, May 19, 2015
RAD Part I
Conference Room VI
Speaker: Kathleen Foster, Principal, Kathleen Foster & Associates
1:00 p.m. - 5:00 p.m.
5:00 p.m. - 6:00 p.m.
How are the PHAs in the Mid-Atlantic Region progressing with RAD? RAD is a
central part of the Department's rental housing preservation strategy. The goal is
to preserve the nation's stock of deeply affordable rental housing, promote
efficiency within and among HUD programs, and build strong, stable communities.
Greystone Affordable Housing Initiatives LLC
Cocktail Hour
(RAD Session Participants Only)
Horizons Upper Bar
Wednesday, May 20, 2015
8:00 a.m. - 11:30 a.m.
MARC-NAHRO Executive Board Meeting and Strategic Planning Session
Crystal Ballroom B
Speaker: Clifton Martin, President, MARC-NAHRO
David Allen Brown, Senior Vice President, MARC-NAHRO
GENERAL SESSION
8:30 a.m. - 11:30 a.m.
RAD Part II
Conference Room VI
Speakers: Kathleen Foster, Principal, Kathleen Foster & Associates
William Lavy, RAD Policy Advisor, U.S. Department of Housing and
Urban Development (HUD)
Hear from HUD and others on present obstacles and successes of RAD deals to
date.
9:00 a.m. - 12:00 p.m.
Registration Open and Exhibitor Set-up
Crystal Ballroom Hall
12:00 p.m. - 1:30 p.m.
Opening Lunch and
Welcome to Ocean City
Crystal Ballroom
Welcome: Clifton Martin, President, MARC– NAHRO
Marsha Parham, President, MAHRA
Speaker: Kenneth C. Holt, Secretary, Maryland Department of Housing and
Community Development
1
1:30 p.m. - 2:00 p.m.
Exhibitor Hall Networking
Grand Ballroom Hall
TRAINING SESSIONS: 1:30 p.m. - 5:00 p.m.
Commissioners Guide to Understanding and Monitoring Agency Operations and
Programs
Crystal Ballroom B
Speaker: Veronica Bukowski, Faculty Member, NAHRO
COMMISSIONERS
MAINTENANCE
This interactive workshop facilitates commissioners’ understanding of
operational and program diversity among agencies and explores the "agency as a
business" that must be continuously monitored and assessed. It will also examine
board-staff boundaries and responsibilities related to establishing and
implementing agency policy and managing and overseeing operations and
programs.
Maintenance Roundtable
Conference Room III
Speaker: Dennis DiBello, President, American Property Consultants
This session will provide practical tips on preparing for and passing REAC
inspections.
BREAKOUT SESSIONS: 2:00 p.m. - 3:15 p.m.
FINANCE
Accounting and Auditing Update
Conference Room I
Moderator: Sharon R. Land, Deputy Director, Housing Authority of Prince
George’s County
Speakers: Mandy Heagy, CPA
Sean Walker, CPA, CGFM, CGMS
This session will provide tips on the implementation of new grant laws and
provide updates on the latest GASB pronouncements.
PUBLIC
HOUSING
Fundamentals of Risk Management
Conference Room II
Moderator: Cynthia Osborne, Executive Director, Elkton Housing Authority
Speaker: Joseph Noel, Senior Risk Control Consultant, Housing Authority
Insurance Group
The session will focus on the Fundamentals of Risk Management and concepts for
creating a risk conscious culture.
2
BREAKOUT SESSIONS: 2:00 p.m. - 3:15 p.m.
CR&D
Revitalizing Disinvested Urban Neighborhoods Into Opportunity Areas
With Immigration and Community Development
Conference Room IV
Moderator: Tara B. Clifford, Vice President, MARC International
Speakers: Sister Maria Mairlot, Pastoral Associate, St. Michael the Archangel
Parish
Preston Prince, President, NAHRO; President/Chief Executive Officer,
Fresno Housing Authority
Chris Ryer, Director, Southeast Community Development Corporation
Learn about how immigrants have transformed properties and communities into
opportunity areas: East Baltimore, MD; Georgetown, DE; and Fresno, CA.
HCV
Housing Choice Voucher Roundtable
Conference Room V
Moderator: Floryne Howard, Rental Services Coordinator, Maryland Department
of Housing and Community Development
Speakers: Russell DeSouza, Director, Office of Public Housing, Baltimore Field
Office, HUD
Pamela Paramore, Public Housing Revitalization Specialist, HUD
Doreen Pederson, Public Housing Revitalization Specialist, HUD
This session will address current and proposed regulations as well as a myriad of
issues impacting the Housing Choice Voucher Program. Attendees will have an
opportunity to discuss goals, best practices and ideas for planning for the future.
RESIDENTS
Strategies for Housing Homeless Veterans
Conference Room VI
Moderator: Eric C. Brown, Executive Director, Housing Authority of Prince
George’s County
Speakers: Rene Ensor-Pope, Assistant Director, Community Services, Prince
George’s County Department of Social Services
Michael Siepp, Executive Director, The Baltimore Station
Marvin Turner, Director, Washington, D.C. Field Office, HUD
Veterans sacrifice a lot to keep this country free but when they come home many
face numerous challenges. Far too frequently, we find them homeless and in need
of supportive services. Why is that? This session will provide a federal perspective
of what is being done to address the housing needs of homeless veterans. The
session will also present strategies deployed by local jurisdictions and nonprofits
to address the housing and supportive needs of homeless veterans.
3
3:15 p.m. - 4:45 p.m.
Reception
Grand Ballroom Hall
Appetizers, Cash Bar and Raffle
6:30 p.m. - 8:00 p.m.
Commissioner’s Dinner (Pre-Paid Registrants Only)
Crystal Ballroom B
6:30 p.m. - 8:00 p.m.
Buffet Dinner for Conference Attendees
Horizons Oceanfront Restaurant
Thursday, May 21, 2015
7:00 a.m. - 8:30 a.m.
Continental Breakfast and Exhibits
Grand Ballroom Hall
TRAINING SESSIONS: 8:30 a.m. - 12:00 p.m.
Commissioners Guide to Understanding and Monitoring Agency Operations and
Programs
Crystal Ballroom B
Speaker: Veronica Bukowski, Faculty Member, NAHRO
COMMISSIONERS
MAINTENANCE
This interactive workshop facilitates commissioners’ understanding of operational
and program diversity among agencies and explores the "agency as a business"
that must be continuously monitored and assessed. It will also examine
board-staff boundaries and responsibilities related to establishing and implementing agency policy and managing and overseeing operations and programs.
Maintenance Roundtable
Conference Room III
Speaker: David Lagueux, Lead Compliance Officer, Maryland Occupational Safety
And Health
Session I will focus on workplace safety.
4
Thursday, May 21, 2015
BREAKOUT SESSIONS: 8:30 a.m. - 9:45 a.m.
RESIDENTS
Capacity Building for Residents
Conference Room VI
Moderator: Sharon R. Land, Deputy Director, Housing Authority of Prince George’s
County
Speakers: Ada Cherry-Mahoi, Executive Director, Resident Advisory Board,
Housing Authority of Baltimore City
John McDonald, Administrator, Office of Resident Services, Housing Authority of
Baltimore City
Fred Swan, Director of Resident Services, Housing Opportunities
Commission of Montgomery County
The discussion will focus on the provision of supportive services for residents. The
panelists will offer conversation from these perspectives: program design and
delivery, resident buy-in and participation, funding and sustainability.
PUBLIC HOUSING
Integrating Energy Performance Contracting with RAD:
Guidance for PHAs
Conference Room II
Moderator: Cynthia Osborne, Executive Director, Elkton Housing Authority
Speakers: Jaime Bordenave, President, The Communities Group
Steve Morgan, President, Clean Energy Solutions
Michael Nail, President and CEO, Enlightened Enterprises, Inc.
Dick Santangelo, President, Apollo Engineering Solutions
This session will advise PHAs in the MARC-NAHRO Region and their stakeholders—
including consultants, developers and lenders—about the issues, advantages and
drawbacks of Energy Performance Contracting and RAD as they consider capital
improvements and energy efficiency.
CR&D
Structuring Development Deals in Challenging Times
Conference Room IV
Moderator: Stacy L. Spann, Executive Director, Housing Opportunities Commission
of Montgomery County
Speakers: Tom Carbo, Director, Howard County Department of Housing and
Community Development
Timothy I. Henkel, Senior Vice President, Pennrose Properties
Steve Moore, President, Foundation Development Group
Maria Miller, Vice President, Shelter Development
This session will discuss the changes occurring in public housing and possible
subsequent regulatory adjustments in Maryland.
5
Thursday, May 21, 2015
HCV
Fair Housing Proposed New Regulations and Requirements
Conference Room V
Moderator: Floryne Howard, Rental Services Coordinator, Maryland Department
of Housing and Community Development
Speaker: Dan Pontious, Housing Policy Coordinator, Baltimore Metropolitan
Council
This session will focus on the proposed Fair Housing regulations and how they may
impact the way we advance fair housing including the submission of a newly
formulated assessment. Mr. Pontious, an expert on fair housing, will provide
information and discuss what HUD included in the proposed rule and what we
look for in the final rule.
CR&D
Innovations in Creating Accessible Housing
Conference Room I
Moderator: Diane Dressler, Senior Associate, Community Life Resources
Speakers: Conor P. Creaney, Principal, Remington Properties, LLC.
Patrick Creaney, Principal, Remington Properties, LLC.
Aaron Herbert, Mobility Program Manager, Baltimore County Office of Housing
Leigh Ann Creaney Kingsbury, Managing Consultant, The Lewin Group
Robert Kingsbury, Consultant
Marsha Parham, Executive Director, Baltimore County Office of Housing
The availability of affordable, accessible housing is often a challenge for
communities. This challenge is particularly difficult when creating accessible
housing in areas of opportunity. This session will explore the challenges faced by
Baltimore County, Maryland when seeking to increase the stock of affordable and
accessible housing, and will showcase innovative public/private partnerships that
are successful in meeting this challenge.
9:45 a.m. - 10:00 a.m.
Beverage Break
BREAKOUT SESSIONS: 10:00 a.m. - 11:15 a.m.
RESIDENTS
Reasonable Accommodations: Practical Tips and Effective Practices
Conference Room VI
Moderator: Diane Dressler, Senior Associate, Community Life Resources
Speaker: Susan Smith, MSW, Program Coordinator, Resident Services, Housing
Opportunities Commission of Montgomery County
This interactive session will provide a walk-through of practical tips for assessing
reasonable accommodation requests, obtaining verification and providing follow
through on implementation.
6
Thursday, May 21, 2015
BREAKOUT SESSIONS: 10:00 a.m. - 11:15 a.m.
HCV
HCV Administrative Fee Study: Results and Proposed Administrative Fee Formula
Conference Room V
Moderator: Michelle Crittenden, Housing Choice Voucher Manager, Housing
Authority of Prince George’s County
Speakers: Danielle Bastarache, Deputy Assistant Secretary for Policy, Office of
Policy, Programs and Legislative Initiatives, HUD PIH
Michael Dennis, Senior Policy Advisor, Office of Policy, Programs and Legislative
Initiatives, HUD PIH
Jennifer Turnham, Senior Associate, Abt Associates, Inc.
On April 8, 2015, HUD released the Housing Choice Voucher Program
Administrative Fee Study. The main purpose of the study was to identify and
measure the actual costs of operating a high-performing and efficient HCV
program and then propose a new administrative fee formula based on those
findings and costs. In this session, presenters will review the methodology and
main findings of the study and discuss the study’s proposed new formula, the
forthcoming Notice of Information that will formally solicit public comment on the
study, and next steps.
CR&D
Banking and Syndicators Roundtable
Conference Room IV
Moderators: Zachary Marks, Assistant Director of New Development, Housing
Opportunities Commission of Montgomery County
Stacy L. Spann, Executive Director, Housing Opportunities Commission of
Montgomery County
Speakers: Mikiyon Alexander, Director, Corporate and Government Finance
Ratings, Standard & Poor’s
Diego Benites, Vice President, Acquisitions, Boston Capital
Paul Connolly, Senior Vice President, R4 Capital
A practical perspective of how bankers and syndicators evaluate deals.
HCV
Housing Choice Voucher Program Funding, Spending and the Forecasting Tool
Conference Room II
Moderator: Floryne Howard, Rental Services Coordinator, Maryland Department
of Housing and Community Development
Speakers: Russell DeSouza, Director, Office of Public Housing, Baltimore Field
Office, HUD
Pamela Paramore, Public Housing Revitalization Specialist, HUD
Doreen Pederson, Public Housing Revitalization Specialist, HUD
Learn how to maximize assistance by maximizing spending within budgets. Learn
how to assist as many families as possible and how to secure maximum
allocations.
7
Thursday, May 21, 2015
BREAKOUT SESSIONS: 10:00 a.m. - 11:15 a.m.
Funding Impacts on PHAS Scores
Conference Room I
Moderator: Sharon R. Land, Deputy Director, Housing Authority of
Prince George’s County
Speaker: Brian D. Alten, CPA, Partner, BDO PHA Finance
FINANCE
This session will focus on elements of the PHAS rule that are impacted by
reductions in funding as well as those elements of the scoring mechanism where a
PHA may still have flexibility to impact positive change. Attendees will have an
opportunity to examine real case study ratios and scoring for the Financial PHAS
indicators and discuss what they may realistically expect with future Fiscal Years’
scoring.
GENERAL SESSION: 12:00 p.m. - 1:30 p.m.
Raffle Drawings
Presentation of Rose Marie Coughlin Scholarship Awards and Richard L. Ay
Scholarship for Training Award
Presenters: James Coughlin
Floryne Howard, Rental Services Coordinator, Maryland Department of Housing
and Community Development
David A. Schultz, Board of Directors, Arundel Community Development Services,
Inc.
LUNCH
Crystal Ballroom
MARC Annual Meeting
Report from Nominating and Election Committee: Introduction of the 2015-2017
MARC-NAHRO Executive Board. Announcement of "What Home Means to Me"
Poster Contest Winners
NAHRO Certification Programs; NAHRO Presidential Address
Speaker: Ray Bender, BECT Trustee, NAHRO
Preston Prince, President, NAHRO, President/ CEO,
Fresno Housing Authority
Overview of NAHRO Certification Programs and Keynote Address by NAHRO
President
8
Thursday, May 21, 2015
TRAINING SESSIONS: 1:30 a.m. - 4:00 p.m.
Commissioners Guide to Understanding and Monitoring Agency Operations and
Programs
Crystal Ballroom B
Speaker: Veronica Bukowski, Faculty Member, NAHRO
COMMISSIONERS
This interactive workshop facilitates commissioners’ understanding of operational
and program diversity among agencies and explores the "agency as a business"
that must be continuously monitored and assessed. It will also examine
board-staff boundaries and responsibilities related to establishing and
implementing agency policy and managing and overseeing operations and
programs.
Maintenance Roundtable
Conference Room III
Speaker: Ronald Lingenfelder, Founder & CEO, Scientific Insect Control
MAINTENANCE
Session II will focus on the unique breeding habits of bedbugs that cause them to
spread quickly, how to keep cost down and how to ensure that your community/
property remains free of bedbug problems.
BREAKOUT SESSIONS: 1:45 p.m. - 3:00 p.m.
INTERNATIONAL
Road to Quito: NAHRO’s Role in Preparing for HABITAT III
Conference Room VI
Moderator: Tara B. Clifford, Vice President, MARC International
Speakers: Liz Glenn, Deputy Director for Neighborhood Improvement, Baltimore
County
Mary Paumen, Senior Project Manager, TDA
Preston Prince, President, NAHRO; President/Chief Executive Officer,
Fresno Housing Authority
In October 2016, HABITAT III, the United Nations Conference on Housing and
Sustainable Urban Development, will occur in Quito, Ecuador. HUD, in
coordination with the State Department and other federal agencies, will lead the
U.S. efforts. Hear about the preparatory process, timelines and why and how
NAHRO members can be involved.
9
Thursday, May 21, 2015
BREAKOUT SESSIONS: 1:45 p.m. - 3:00 p.m.
PUBLIC HOUSING
HUD 811 Project Rental Assistance Update
Conference Room II
Moderator: Diane Dressler, Senior Associate, Community Life Resources
Speakers: John Brennan, Chief of Staff, Director of Housing Policy and Programs,
Maryland Department of Disabilities
Elaine Cornick, Acting Director, Multifamily Housing, Maryland Department of
Housing and Community Development
This session will update participants on Maryland’s HUD Section 811 Project
Rental Assistance program including information on the second funding award
received in March 2015, currently funded projects, and opportunities for use of
this rental assistance program in existing units.
CR&D
Developing Net Zero Housing
Conference Room IV
Moderator: Stacy L. Spann, Executive Director, Housing Opportunities Commission
of Montgomery County
Speakers: Mark James, President, Urban Green, LLC.
Howard Ways, Executive Director, Prince George’s County
Redevelopment Authority
This session will focus on green development with a particular focus on net zero
housing development. A highlight of the session will be net zero housing projects
underway in Prince George's County, Maryland.
HCV
Family Self-Sufficiency Program
Conference Room V
Moderator: Tina Scheib, Section 8 Manager, Housing Authority of Washington
County
Speaker: Deborah Jackson, Manager, Family Self-Sufficiency, Housing Commission
of Anne Arundel County
This session will provide an update on FSS program regulations and requirements.
The highlight will be a presentation of interactive activities that will provide attendees with methods of effectively managing conflict.
10
Thursday, May 21, 2015
BREAKOUT SESSIONS: 1:45 p.m. - 3:00 p.m.
Financial Management in HCV
Conference Room I
Moderator: Sharon R. Land, Deputy Director, Housing Authority of Prince
George’s County
Speaker: Claire Russ, PHM, Manager and Trainer, BDO PHA Finance
FINANCE
This session will examine prudent financial management of the Housing Choice
Voucher program in 2015. The presenter will discuss managing risk and achieving
balance between the dual priorities of maximizing (or maintaining) leasing levels
and weathering uncertain revenues. The session will examine the latest funding
information, tracking restricted, unrestricted & program or “HUD-held” reserves
and various program elements that may impact strategy for the next year. There
will be pointers on how to report your NRP on the VMS and the FDS and a discussion on why the two amounts may not equal one another.
3:00 p.m. - 3:15 p.m.
Beverage Break
GENERAL SESSION
Conversation with Candidate for NAHRO President 2015-2017
Crystal Ballroom
Moderator: Steve Merritt, PHM, Executive Director, Norwood Housing Authority
3:15 p.m. - 4:30 p.m.
Attendees will have the opportunity to raise pressing questions and get answers
directly from the candidate on industry issues. Attendees will also hear his plans
for guiding NAHRO over the next two years.
Silent Auction
Hors d’Oeuvres and Open Bar
Grand Ballroom
7:00 p.m. - 10:00 p.m.
Friday, May 22, 2015
8:30 a.m. - 9:15 a.m.
Breakfast/ MAHRA Annual Meeting
Crystal Ballroom
“This Just in From Washington”
Crystal Ballroom
Speaker: Saul Ramirez, Chief Executive Officer, NAHRO
9:30 a.m. - 11:00 a.m.
Attendees will hear the latest news from HUD and Capitol Hill and learn what's
next for our industry. The NAHRO CEO will also discuss NAHRO's Legislative and
Regulatory Agenda, and talk about how MARC-NAHRO members can take full advantage of NAHRO activities and programs.
11
Thank You Sponsors
American Property Consultants
Bank of America/ Merrill Lynch
The Beliveau Group of Cummings & Co. Realtors
Boston Capital
Caine Mitter & Associates
CBP Constructors, LLC
CPDC
The CT Group
Fusion
Gill Group
Hamel Builders
Maryland Dept. of Housing & Community Development
Quadel Consulting
R4 Capital
Standard & Poor’s Ratings Services
TD Bank
Wishcamper Company
Yardi Systems
Vendors
Since 1979, Ambath has remodeled over 1 million hotel bathrooms. Today, Ambath is still
the only one stop commercial bathroom remodeler. We manufacture, install and service
the best quality products at the best prices!
www.ambath.com
BDO International is the fifth largest accountancy network in the world, a worldwide professional services network of public accountancy firms, serving national and international
clients.
www.bdo.com
Vendors
CBP Constructors provides a full range of general contracting services, specializing in affordable housing and tenant in place renovations.
www.cbpconstructorsllc.com
Commons Energy is a comprehensive totalenergy solution for owners of small to midsize multifamily affordable housing, education,
health care, and community and municipal
facilities who may have difficulty accessing
capital, technical skills, and implementation
services.
www.commonsenergy.com
We are the Community Preservation and Development Corporation (CPDC), a premier non
-profit real estate developer focused on the
acquisition, redevelopment, and operation of
affordable housing for low- and moderateincome individuals and families.
www.cpdc.org
Emphasys Software provides business management software and services to PHAs of all
sizes. For over 35 years, Emphasys has helped
PHAs streamline daily business processes and
improve productivity through automation.
www.emphasysPHA.com
Vendors
Enlightened Energy Consultants provides a
one stop shop for our public sector clients including Public Housing Authorities. Enlightened has been involved in over $300 million
successful energy performance contracts during the last 11 years and is bringing enlightened, resilient, sustainable energy solutions to
our public sector clients.
www.enlightenedenergyonline.com
We can supply your agency with resilient
flooring, ceiling tile, carpeting, ceramic tile, or
floor matting products on a material only basis. Flooring installation services are also available. In addition to GSA, we have numerous
term and state contracts or we will gladly
quote all types of flooring and ceiling products
with open market pricing.
www.continentalflooring.com
At GreenTech Heat we offer a full range of
affordable, professional heat equipment and
training for those companies and organizations that desire to perform their own pest
control work in order to reduce expenses and
react quickly to infestations.
www.greentechheat.com
HAI Group serves the public and affordable
housing community with special, niche insurance programs as well as other value-added
products and services.
www.housingcenter.com
Enlightened
Energy Consultants
Vendors
HD Supply is one of the largest industrial distributors in North America. The company provides a broad range of products and value-add
services to approximately 500,000 customers
with leadership positions in maintenance, repair and operations, infrastructure and power
and specialty construction sectors.
www.hdsupply.com
HDC MidAtlantic is dedicated to expanding
residential opportunities for low-income families, senior citizens and individuals by providing affordable, safe and secure housing solutions through innovative Property Management Services and Real Estate Development
Services
www.hdcweb.com
Landlordlocks.com supplies master keyed
locks to real estate investors, property managers and apartment communities nationwide.
www.landlordlocks.com
Landlordlocks.com
NJNAHRO is the premier housing advocacy
organization representing New Jersey Housing
and Redevelopment authorities . It provides
professional development opportunities for its
members in an effort to ensure that all members’ public dollars are expended in an economical and efficient manner.
www.njnahro.org
Vendors
As a 4th generation family owned and operated business, Park Rug specializes in offering
you a wide range of styles and colors in
carpeting , hardwood, vinyl, VCT, ceramic/
porcelain tile, Stone and more. We are experienced in commercial, residential, apartment
turnovers, condos, renovations and re-sales.
www.parkrugcompany.com
Since 1975, Quadel's focused expertise in affordable housing has enhanced the capacity of
thousands of organizations to achieve their
mission. Quadel delivers affordable housing
knowledge, operations expertise, and technology solutions to state, local and federal agencies, property owners, and managers.
www.quadel.com
Tenmast serves Public Housing Authorities & Affordable Housing Organizations with software for
Tenant Management, Finance/Accounting, Maintenance, Inspections, Document Management,
Compliance, and Executive Decision Making. Our
team is client-focused, offering the industry's finest customer support.
www.tenmast.com
Wishrock develops and invests in affordable
housing properties nationwide. Collectively,
our principals have developed or redeveloped
over 11,000 units of affordable apartment
housing since the early 1970’s.
www.wishrockgroup.com
Notes

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