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Blended Occupancy Management


PURPOSE: Public Housing, Section 8, Low-Income Housing Tax Credit, HOME. It used to be complicated enough to manage these programs individually, let alone combined in one property!


Properties with mixed financing and blended occupancy are more common than ever before. Housing professionals must be able to ensure compliance with multiple programs at one site. Eligibility, certifying income, determining rents, and managing the unit mix are critical components for mixed financing properties. The ability to interpret and apply complex, and often conflicting, regulations is critical to ensuring long-term compliance.

This three-day, fast-paced training will provide you with practical tools that you need in order to navigate the complex regulatory environment of mixed financing and blended occupancy properties. You can’t afford to miss this important workshop!

This course focuses on the management of mixed financing and blended occupancy properties. An existing working understanding of some of the programs is preferred. This seminar has been updated for VAWA 2013.


LEARNING OUTCOMES: Upon completion of Blended Occupancy Management, you should be able to explain and apply HUD and IRS regulations and guidance to the low-income housing tax credit (LIHTC), Section 8 project-based rental assistance (PBRA), project-based voucher (PBV), public housing, and HOME programs to achieve long-term compliance when managing mixed-finance properties.


Day One
  • Identify the key program elements, requirements, regulatory agencies, and documents used in blended occupancy projects
  • Describe the important compliance time periods for LIHTC and HOME projects
  • Manage eligibility for blended occupancy projects

Day Two

  • Identify the waiting list, tenant selection plan, and occupancy standards requirements for the various programs
  • Describe the various program requirements when preparing to rent a unit
  • Recognize how unit rents and household rents are determined in blended occupancy projects
  • Recognize and distinguish between the interim and annual recertification requirements for the various programs
  • Manage the unit mix in blended occupancy projects
Day Three
  • Discuss and apply HUD guidance pertaining to appeals and hearings
  • Describe property inspection protocol for the various programs
  • List the annual reporting requirements for the LIHTC and HOME programs

SEMINAR #: 101-072
AGENDA: View the agenda
MATERIALS: Blended Occupancy Management workbook, NMA bag, calculator, pencil, and pen.
METHOD: A group-live seminar featuring PowerPoint, case studies, group discussion, class materials (workbook, course book or master book), brainstorming, and Q & A
Intermediate program level. Prerequisites: Working knowledge of at least two of the housing programs covered in this class. Advanced Preparation: None
LENGTH: Three days
AUDIENCE: Public and private sector managers and directors of combined funding programs and properties. Asset managers, program analysts and compliance officers, and site staff.
EXAM: The certification exam is available for $150.
CREDITS: CPE units w/ exam = 22 CEU units w/ exam = 1.9
REGISTER: Fill out the PDF registration form and fax to 619.258.5791. Or select the seminar you'd like to attend from the list of locations and dates below.


PRODUCT More Info
Blended Occupancy Management - May 5-6 - Verona, NY* More Information
Blended Occupancy Management - May 14-16 - Memphis, TN More Information
Blended Occupancy Management - June 2-4 - Everett, WA* More Information
Blended Occupancy Management - July 29-31 - High Point, NC* More Information
Blended Occupancy Management - July 29-31 - Pittsburgh, PA* More Information
Blended Occupancy Management - August 12-14 - Providence, RI More Information
Blended Occupancy Management - Sept. 30-Oct. 2 - Las Vegas, NV More Information