Blended Occupancy Specialist (BOS)

The best way to handle the complexities that can arise with Blended Occupancy units is to train with the professionals who set the standard for the industry – NCHM. Be prepared like a professional.

Blended Occupancy Specialist (BOS) is a comprehensive study of the compliance challenges posed by “blended” sites – those properties receiving subsidies from multiple sources and/or financed through multiple programs. BOS focuses on where the rules overlap, where they differ, and how to steer a compliant path through it all.

BOS is geared toward owners, agents, regional managers, supervisors, property and site managers and others who operate properties with any combination of HUD project-based assistance, the Low-Income Housing Tax Credit (LIHTC) program, and/or HOME investment.

Please note: BOS is delivered entirely online. The BOS certification exam is also given online, and students have one week from the completion of the course to take the exam.​

One Stop For Training and Certification

When you register for Blended Occupancy Specialist (BOS), you are signing up to attend a live online training course delivered by a training team that is the best in the industry. Included with your training is the BOS Certification exam, which you are able to complete up to one week after the conclusion of the training program. No need to find a testing provider or schedule an in-person exam – NCHM is your one-stop for a complete training and testing experience.

What you’ll learn:

• Here’s an overview of the blended program.

You will receive a thorough overview of the basic mechanics of all three programs to begin the blended discussion. Learn about program design and administration, affordability periods, source of funds, eligibility requirements and key compliance documents to better understand them in a blended context. Students are introduced to the Compliance and Management Matrix and a case study that will help them understand how the fundamentals work in a real-life scenario.

• Close compliance gaps and make properties rent faster.

While there are areas where the HUD, Tax Credit, and HOME rules are identical or complement each other, there are also instances of conflict. It is the conflicting areas that threaten to create compliance gaps. You will learn how to manage your way through these difficulties by delving into issues such as Fair Housing law, tenant selection plans, and leases. In addition, we will tackle the challenges of determining household income, making student eligibility determinations, conducting proper verifications, and setting rents between the programs to master management of blended tenant eligibility. This section of the course deals with the eligibility discrepancies between programs and gives a great opportunity to fine-tune your decision-making capabilities when qualifying applicants for these properties.

• It’s your HUD How-to.

Two of the most significant challenges at blended properties are achieving the correct unit mix and maintaining compliance. You will learn the nuances of ongoing eligibility including annual and interim recertification requirements, HUD’s Enterprise Income Verification (EIV) requirements, and how to deal with household status changes after initial certification.

• Endure audits with clarity and confidence.

It’s difficult to keep a clear head and respond professionally during an audit – unless you are well-prepared before the audit hits. With BOS, you will also know what to expect when your blended property is audited by multiple regulatory entities and how to respond to findings professionally.

• Get clarity in compliance challenges and save.

Regardless of the program type, being out of compliance can cost time and money. By the conclusion of this course, you will have the compliance strategy skills needed to successfully save both at their blended properties.

Special note – a Prerequisite is Necessary

BOS is an advanced course that focuses on the management of multiple compliance-related functions. For this reason, COS or TCS certification or its equivalent is required for registration.

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