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Eligibility: WAHN members
Format: online lectures via Zoom
When: 3PM Eastern Time on Thursdays, 10/5, 10/12, 10/19, 10/26, 11/2 and 11/9
Length: 1 hour and 30 minutes each
Homework: 5 self-graded assignments
Topics Covered:
10/5 – Introduction
- Basics of how the program operates
- The four main components
- Finding rent and income limits
10/12 – Eligible Basis
- Understanding the overall concepts
- Applying these concepts to examples
- The three kinds of 30% boost
10/19 – Pro-Formas
- Setting up the spreadsheet
- Changing variables to see the effects
10/26 – Equity Investment
- Ownership entity structure
- Types of risks
- Time value of money
11/2 – Qualified Allocation Plans
- Federal legal requirements
- The four main components
- Practical realities of implementation
11/9 – Post-Award
- Carryover and 10% Test
- Extended Use Agreements
- Form 8610 and Cost Certifications