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.

How to navigate through complex compliance challenges like a pro. The advanced training that sets the standard for those involved with properties receiving multiple subsidies – don’t settle for anything less.

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: This course is offered both in-person and online. The certification exam for the in-person course is administered in the classroom on the third day. The certification exam for the live online course is online with students having one week following the completion of instruction to complete the exam.

What you’ll learn:

  • 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 in order 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.

  • Preparing for and renting the units – beware of the compliance gaps.

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.

  • Managing the unit mix and maintaining compliance

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.

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.

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.

Course Profile

wdt_IDFirst ColumnSecond Column
8Duration (Classroom)Three Days; 8AM - 5PM Local Time Each Day
9Duration (Live Online)Four Days; 1PM-5PM EST Each Day
10Exam (Classroom)Includes half-day in-classroom certification exam
11Exam (Live Online)Online certification exam, and students have one week from the completion of the course to take the exam
12FormatLecture with multimedia presentation and discussion
13PrerequisitesTax Credit Specialist (TCS), Certified Occupancy Specialist (COS), or equivalent
14AudienceThose with properties impacted by HUD, LIHTC, and/or HOME regulations
15ProvidedCourse Materials
16BringCalculator and pencil (required); highlighter, sticky notes (recommended)

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