40th Annual NPH Affordable Housing Conference Workshops

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We are thrilled to announce the workshop slate for the 40th Annual NPH Conference. This year’s workshop tracks include:

Thank you to everyone who submitted a workshop proposal – we could not provide the innovative and essential trainings for our members without your contribution.

Purchase your ticket today!

Registration ends Friday, August 30th! 

ADVOCACY, COMMUNICATIONS, AND ADVANCING EQUITY 

HARNESSING THE POWER OF HOUSING NARRATIVE RESEARCH TO BUILD PUBLIC SUPPORT AND POLITICAL WILL
As our affordable housing movement builds momentum and grows power, we have a unique moment in time to capitalize on our issue growing to top of mind and top of conversation. What can we do to transform the narrative on housing justice, to grow public support and political will for solutions? Join our panel of researchers, communicators, organizers, and artists to learn about new housing research and efforts to harness those learnings into narrative and cultural change. Participants will learn about what our projects are exploring and what we’ve learned so far, and explore what our coalition can do next together. This workshop includes ample time for audience QA and feedback.
Moderator: Ain Bailey, The San Francisco Foundation
Convener: Alina Harway, Non-Profit Housing Association of Northern California
Panelists:

  • Ruth Bernstein, Principal, EMC Research
  • Alina Harway, Non-Profit Housing Association of Northern California
  • Laura Lazarus-Gardner, Research Science Manager, CZI
  • Ryan Peters, Eastside Arts Alliance

Audience: Advocates, Community Organizing Staff, and Government Staff

 

INTERNSHIP BEST PRACTICES IN DIVERSIFYING OUR FIELD
In this workshop, host agencies will share their insights and reflections on their participation in the Bay Area Housing Internship Program, a program developed by NPH to train students of color from low-income backgrounds into a new generation of affordable housing developers. The panel will include representative from two host agencies and two intern alumni from the program. The panel will also include a representative from California State University East Bay, a target school for the BAHIP program, to share insights on the role of local schools in developing a pipeline of housing developers. The insights shared will inspire participants to think about recruitment, retention, and racial equity in their own agencies and understand the value of having our sector reflect the communities we serve. The panel will share some lessons learned from both the intern and the host agency perspective.
Moderator/Convener: Monica Joe, Non-Profit Housing Association of Northern California
Panelists:

  • Henry Guan, Resources for Community Development
  • Matt Harris, California State University East Bay
  • Jan Lindenthal, MidPen Housing
  • Andy Madeira, Eden Housing
  • Lagi Tevaseu, Chinatown Community Development Center

Audience: Developers, Project Managers, Students and Professors

 

STRATEGIES TO ADVANCE DIVERSITY, EQUITY, AND INCLUSION AT YOUR ORGANIZATION
Is your organization in the process of implementing a Diversity, Equity, and Inclusion strategy? Do you think your organization should implement one, but you don’t know where or how to begin thinking about how to do it? This session will provide practical tools and examples to intentionally implement and sustain initiatives by highlighting specific examples and approaches at organizations throughout the nonprofit housing industry.
Moderator: Dwayne Marsh, Race Forward
Convener: Abigail Potluri, MidPen Housing
Panelists:

  • Olivia King, Resources for Community Development
  • Lillian Lew-Hailer, MidPen Housing
  • Steven Yang, Housing Trust of Silicon Valley

Audience: All sectors

 

TURN OUT FOR WHAT? UPLIFTING RESIDENTS’ VOICES THROUGH THE POWER OF VOTING
A sign of a healthy democracy is voter engagement, yet it is estimated that 100 million eligible voters didn’t vote in the 2016 presidential election. Many people, especially, affordable housing residents, feel misunderstood, underrepresented, and have historically faced voter suppression. This panel would address how to empower, educate, and mobilize our residents to vote and be a part of the democratic process. Attendees will learn best practices for how to begin the process, motivate their residents, and connect them with issues, organizations, and candidates that represent them, their values, and best interests. Panelists will also discuss the new voting law coming into effect, such as the Voters Choice Act and how it can positively impact voter turn out.
Moderator: JR Starrett, Non-Profit Housing Association of Northern California
Convener: Michelle Sabolich, EAH Housing
Panelists:

  • Jeremy Barousse, Services, Immigrant Rights and Education Network (SIREN)
  • April Bracamonte, Santa Clara County’s Registrar of Voter’s Office
  • Adena Ishii, League of Women Voters for Berkeley, Albany, Emeryville
  • Tiffany Wong, EAH Housing

Audience: Advocates, Community Organizing Staff, Resident Services Staff

 

AFFORDABLE HOUSING DEVELOPMENT

 

A PRIMER FOR EDUCATOR HOUSING: BEST PRACTICES AND LESSONS LEARNED
Educator Housing has become a hot topic with teachers held up as the prime example of the missing middle income and as part of the discussion about teacher retention problems made extreme by lack of affordable housing. School districts also have land that could be developed. Balancing the needs of school districts, public policy and funding requirements to create a successful housing development is fraught. Adding Low Income Housing Tax Credits and Tax Exempt Bonds to the mix has particular challenges. Bringing together the perspectives of local government, the nonprofit developer and an experienced attorney, this panel will have a lively discussion about the obstacles, challenges and progress to date on creating educator housing. The panelists will address fair housing issues and who is served by educator housing.
Moderator/ Convener: Lisa Motoyama, Community Economics
Panelists:

  • Ali Gaylord, MidPen Housing
  • Faith Kirkpatrick, San Francisco Mayor’s Office of Housing and Community Development
  • Dave Kroot, Goldfarb & Lipman LLP

Audience: Advocates, Developers, Government Staff, Lenders, Project Managers, People interested in educator housing

 

COME TOGETHER: DEVELOPING SUCCESSFUL SUPPORTIVE HOUSING
The need for supportive housing is greater than ever. Fortunately, State and local agencies have created more resources available for supportive housing.  At the State level in 2019, the Department of Housing and Community Development has or will issue NOFAs for No Place Like Home, Supportive Housing – Multifamily Housing Program, Veterans Housing and Homelessness Prevention, and Housing for a Healthy California. There have been local bond issues such as Measure A in Santa Clara County that have raised substantial funds targeting supportive housing developments. Learn from developers, service providers, property management, asset management, and other partners on how they’ve successfully developed and operated supportive housing including creating the partnerships needed to put together a successful development team, getting community support, putting together the best financing strategy, providing services for residents, and operating the developments.
Moderator/Convener: Greg Chin, California Housing Partnership
Panelists:

  • Carolyn Bookhart, Resources for Community Development
  • Michael Duarte, Fresno Housing Authority
  • Brenda Goldstein, LifeLong Medical Care

Audience: Asset Managers, Developers, Project Managers, Property Managers, Resident Services Staff

 

CONSTRUCTION INNOVATION: BOLDLY GO WHERE SOME HAVE GONE BEFORE
The City of Oakland and Metropolitan Transportation Commission (MTC) are conducting research to identify barriers and solutions to widespread use of cost-saving innovative construction methods in Oakland, such as factory-built housing, 3-D printing technology, and cross-laminated timber. Learn how the research process has unfolded and what the preliminary findings are for this top-scored MTC technical assistance grant. Using a recently completed modular project in Oakland as a case study, we will present lessons learned from the developer and contractor and explore ideas emerging from the research that can help cities and developers be prepared to utilize and support cost-saving innovative construction methods. The interactive workshop will solicit audience input in real time about real and perceived barriers related to construction innovation. Panelists will provide perspectives from local and regional governments, the research team, and stakeholders pushing the envelope on construction innovation.
Moderator/Convener: Nick Gomez, Lowney Architecture
Panelists:

  • Ada Chan, Association of Bay Area Governments/Metropolitan Transportation Commission
  • Lynette Dias, Urban Planning Partners
  • Michael Johnson, Urban Core Development, LLC
  • Darin Ranelletti, City of Oakland
  • Deanne Tipton, Cahill Contractors

Audience: Advocates, Developers, Government Staff, Lenders, Project Managers

 

NEED AN ENERGY BOOST: DESIGN AND DEVELOPMENT GUIDANCE FOR A ZERO NET ENERGY BUILDING
Building electrification and decarbonization are seen as the next frontiers to curb greenhouse gas emissions. California’s policies mandate buildings to be increasingly efficient and grid optimal to meet the 2045 target of remaining carbon neutral. This workshop will provide an overview of the myriad of green development options available to property owners and how to innovatively incorporate sustainability into the process to meet organizational and financial goals and enhance resident’s experience at the property. This will guide property owners on how to strategically plan the development and maintenance of a zero net energy building while leveraging tax credits and complying with Title 24 (T24) code requirements. The workshop will include key considerations and decisions that property owners need to make from design, engineering, and financial perspectives to stay on schedule and have financially feasible project.
Moderator/ Convener: Srinidhi Sampath Kumar, California Housing Partnership
Panelists:

  • Kate Ackerly, David Baker Architects
  • Jannelle Brown, ACOF
  • Sarah Hill, Association of Energy Affordability
  • Joanna Ladd, Chinatown Community Development Center

Audience: All sectors

 

PROJECT MANAGEMENT HACKS: BUILD THE FUTURE & KEEP YOUR SANITY
Are you lost in a tide of emails and dizzy from tracking time-critical details? Whether you’re just getting your feet wet or are a practiced project-wrangler, this panel will help you refine your project management skills. Learn how to manage tight timelines, motivate consultants and contractors to achieve success, and handle sticky situations. The moderator will pose tricky project management questions to an interdisciplinary panel of project management ninjas. Take a break from tax credits and bonds to hear three project managers extraordinaire volunteer their best hacks for getting stuff done while making it look easy!
Moderator: Louis Liss, Eden Housing
Convener: Caroline Souza, David Baker Architects
Panelists:

  • Joanna Carman, MidPen Housing
  • Susie Criscimagna, Eden Housing
  • Kim Martin, James E. Roberts-Obayashi Corp.
  • Caroline McCormack, San Francisco Mayor’s Office of Housing and Community Development

Audience: Asset Managers, Community Organizing Staff, Developers, Government Staff, Project Managers, All sectors

 

“TALKING TOGETHER ABOUT HOUSING” TO PAVE THE WAY FOR HOUSING DEVELOPMENT
In 2018, the City of Burlingame approved their first affordable housing development. While many factors contributed to swift approval of the project, City Council Members give significant credit to the two “listening and learning” community conversations about housing hosted by the city in February and April of 2018. The community conversations were collaboratively conceived, organized and hosted by the City of Burlingame, Home for All San Mateo County and Common Knowledge Plus, a community engagement consulting firm. At this workshop, you will learn how to plan a community conversation about housing, hear about housing progress in Burlingame and other cities that have held such conversations, and then participate in a short demonstration of a “Talking Together About Housing” meeting.
Moderator/ Convener: Ken Cole, Director, San Mateo County Department of Housing
Panelists:

  • Kevin Gardiner, City of Burlingame
  • Councilmember Ann Keighran, City of Burlingame
  • William Lowell, Home for All San Mateo County

Audience: Advocates, Community Organizing Staff, Developers, Government Staff, Project Managers

 

AFFORDABLE HOUSING FINANCE

 

A GOOD PROBLEM TO HAVE: NAVIGATING HCD’S GROWING FUNDING PROGRAMS
As the State’s Department of Housing and Community Development (HCD) rolls out new funding across a number of housing programs, developers have a good problem on their hands: how to determine which funding source will be the right one for their project. This workshop will demystify the differences between the programs; provide insight on how HCD itself intends the various programs to be used; share techniques for deciding which program is the best fit for a given housing development; and provide information on upcoming programs changes on the horizon. Panelists will approach these questions from a variety of perspectives: state agency, financial expert, technical consultant, and developer. Attendees walk away with fresh information and understanding of the HCD funding landscape and how the State intends to use its resources to support different types of housing development around the Bay Area and across the state.
Moderator: Claire Parisa, California Housing Partnership
Convener: Sally Greenspan, Enterprise
Panelists:

  • Felix AuYeung, MidPen Housing
  • Sally Greenspan, Enterprise
  • Mark Stivers, California Department of Housing and Community Development

Audience: Accountants, Attorneys, Developers, Government Staff, Project Managers

 

CDLAC/CTCAC UPDATE
This workshop will provide stakeholders with an update for two of the California State Treasurer’s housing committees – the California Debt Limit Allocation Committee (CDLAC) and the California Tax Credit Allocation Committee (CTCAC). Representatives from CDLAC and CTCAC will walk you through the latest tax-exempt bond allocation and tax credit statistics, key priorities, and expectations for 2020. With the current administration’s eye on housing, leveraging these programs have risen to be an important source of funding enhanced by new legislation.
Moderator/ Convener: Evan Kass, California Debt Limit Allocation Committee
Panelists:

  • Anthony Zeto, California Tax Credit Allocation Committee

Audience: Community Organizing Staff, Developers, Government Staff, Lenders, Project Managers, Bond Issuers

 

INTO THE INVESTOR-VERSE: NAVIGATING THE SHIFTING WORLDS OF TAX CREDITS
An informative and entertaining discussion with tax credit investors to take the pulse of the tax credit market. Through a moderated discussion and directed questions as well as some fun, learn about where pricing is going. Find out if there are any changes to investor requirements and expectations, especially post tax reform and what types of projects and geographic locations interest the investors most. Ascertain what are the going terms for your next LOI as you become your own tax credit superhero.
Moderator: Lisa Motoyama, Community Economics and Richard Mandel, California Housing Partnership
Convener: Lisa  Motoyama, Community Economics
Panelists: To be confirmed.
Audience: Accountants, Attorneys, Developers, Lenders, Project Managers

 

NEW MONEY FOR YOUR NEXT DEVELOPMENT: FUNDERS TELL ALL
As a response to the unprecedented scale of the housing crisis in the Bay Area and across the state, we are seeing a wave of new and innovative financing products for affordable and supportive housing creation and preservation. This workshop will introduce several of these products so that workshop attendees can better understand how to access these funds and what kinds of developments are the best fit. The workshop will include panelists who can speak to how to access housing funds from philanthropic and corporate funding initiatives like Google, Kaiser Permanente, and the Partnership for the Bay’s Future.
Moderator: Diana Downton, Community Economics, Inc.
Convener: Lisa  Motoyama, Community Economics, Inc.
Panelists:

  • Pam Berkowitz, Housing Trust Silicon Valley
  • Chris Herrmann, Enterprise
  • Fathia Macauley, Capital Impact Partners

Audience: Advocates, Asset Managers, Attorneys, Developers, Government Staff, Lenders, Project Managers, Property Managers

 

THE LATEST TRENDS IN MULTIFAMILY LENDING: HOW TO NAVIGATE THROUGH THE MAZE
More information to come!

 

WHAT’S IN THE MIX? NEW MIXED-INCOME HOUSING FINANCE STRATEGIES.
Over the last year, we have seen a renewed focus on mixed-income development, including new financing and legal structuring strategies.  This renewed focus on mixed-income housing in California is the result of a housing crisis that affects increased segments of the population, and the State has been responding with new endeavors such as expanded State Tax Credits and CalHFA’s mixed-income financing program.  In addition, the recent provision in the tax code to encourage 60%-80% AMI unit targeting (also known as Income-Averaging) in the LIHTC developments is a critical evolution.  This panel explores new and creative structuring ideas and provides case studies on recent/proposed mixed-income development from both nonprofit and for-profit developer perspectives.
Moderator/Convener: Meg McGraw-Scherer, California Housing Partnership
Panelists:

  • Kate Ferguson, California Housing Finance Agency
  • Mollie Naber, MidPen Housing
  • Margaret Miller, The John Stewart Company

Audience: Developers, Government Staff, Lenders, Project Managers

 

ASSET MANAGEMENT, PROPERTY MANAGEMENT, AND RESIDENT SERVICES

 

DON’T GO OFF THE RAILS! MONITORING PROJECTS TO STAY ON TRACK
So your Low-Income Housing Tax Credit (LIHTC) project was Placed in Service, now what? Don’t be caught off guard! This panel of asset manager, attorney, and investor will present case studies focusing on projects that maneuvered through difficult fiscal scenarios working backwards to unravel what was done to prepare, what could have been done, and how a resolution was brokered. This panel will take a deep dive into the technical side of LIHTC to give the the audience analytical benchmarks from inception through Y15, how the capital account can be impacted, and development of early warning systems to ensure no project becomes an unexpected liability and maintains financial sustainability. Participants will also learn who should be involved in monitoring and decision making at each stage of a Project’s lifecycle and how each plays a part in avoiding fiscal calamity.
Moderator/Convener: Lauren Maddock, California Housing Partnership
Panelists:

  • Kyle Attenhofer, MidPen Housing
  • Sean Barnes, Enterprise
  • Amy DeVaudruil, Goldfarb & Lipman LLP

Audience: Accountants, Asset Managers, Attorneys, Developers, Lenders, Project Managers, Property Managers

 

SCREENING IN INSTEAD OF OUT: INCLUSIVE TOOLS FOR RESIDENT SELECTION
Demystifying the complex realm of screening criteria, population preferences, and tenant qualifications: This panel brings together the diverse perspectives of developers/owners, managers/compliances, and government to showcase the whys and hows of implementing local and population preferences (e.g. homeless, veteran, TAY, artist, live/work) on the peninsula, in the South Bay, and on VA land. This panel will also discuss the use of flexible screening criteria to support prospective applicants with imperfect rental histories. As inequities in local housing markets continue, municipalities, affordable housing funders, and developers can utilize these policy and property management tools to ensure diversity, equity, inclusion and anti-displacement in new housing developments.
Moderator: Lauren Bigelow, Palo Alto Housing
Convener: Christina Gotuaco, EAH Housing
Panelists:

  • Rachel Horst, City of East Palo Alto
  • Chris Neale, The Core Companies
  • Catina Wilson, EAH Housing

Audience: Asset Managers, Attorneys, Developers, Government Staff, Property Managers

 

SOLVING THORNY ISSUES IN PERMANENT SUPPORTIVE HOUSING THROUGH COLLABORATION
As more and more funds become available specifically for permanent supportive housing (PSH) development, creative and collaborative solutions to thorny operational issues are out there. Some topics to be discussed will include

  • What are the differences in operating 100% PSH properties versus mixed set-aside properties? How best can we structure the mix of PSH residents with other populations, e.g. families with children?
  • What design, management, and service protocols are required to make such mixed projects work? Is there a sweet spot for scale in services and impact on operations? How do we ensure these properties are set up for long term stability and sustainability?
  • What is the recommended depth of service models for tenants to have successful housing stability & retention?
  • Best Practices in successful collaborations between partners and community stakeholders

Moderator/Convener: Katherine Fleming, BRIDGE Housing
Panelists:

  • Ron Bowen, The John Stewart Company
  • Jennifer Dolin, Mercy Housing
  • Olivia King, Resources for Community Development
  • Romie Nottage, Abode Services
  • Cheyenne Purrington, Threshold Consulting

Audience: Asset Managers, Developers, Property Managers, Resident Services Staff

 

TENANT FIGHTS, OUR FIGHTS: IMMIGRANT RIGHTS IN AFFORDABLE HOUSING
More information to come!

 

WHAT’S OLD IS NEW: RESTRUCTURING YOUR HCD PORTFOLIO LOANS
The Portfolio Restructuring statute authorizes the California Department of Housing and Community Development (HCD) to interpret and implement through guidelines the process for restructuring existing HCD portfolio loans. The Loan Portfolio Restructuring (LPR) Guidelines were originally adopted in 2014, and HCD has recently updated the guidelines for technical corrections and is in the process of incorporating the new AB2562 legislation. Panelists will discuss what works, problems to sidestep, obstacles to prepare for, and the application and transaction process with the goal of creating collaboration among HCD, attorneys, and stakeholders for a smooth closing.
Moderator: Zorica Stancevic, California Housing Partnership
Convener: Emeline “Mimi”  Alvarez , California Department of Housing and Community Development
Panelists:

  • Emeline “Mimi” Alvarez, California Department of Housing and Community Development
  • Kevin Leichner, Eden Housing
  • Erica Williams Orcharton, Goldfarb & Lipman LLP

Audience: Asset Managers, Attorneys, Developers, Government Staff, Lenders, Project Managers

 

POLICY SOLUTIONS

 

FEDERAL HOUSING POLICY IN A PRESIDENTIAL ELECTION YEAR WITH A DIVIDED CONGRESS
DC-based housing experts will discuss the outlook for affordable rental housing funding and policy with a divided Congress in a Presidential election year, when high-profile candidates, including Senator Kamala Harris, are proposing new and bold rental housing policies. This workshop will cover major Presidential candidates’ affordable housing platforms, FY 2020 funding levels, Low-Income Housing Tax Credit (LIHTC) improvements, CRA regulatory reform, HUD’s proposed mixed status regulation, rent reform, and advocacy priorities and opportunities for California. Attendees will have a chance to pose their own questions, discuss advocacy priorities and opportunities for California, and gain tools and resources to shaping federal housing priorities.
Moderator: Matt Schwartz, California Housing Partnership
Convener: Peter Lawrence, Novogradac & Company LLP
Panelists:

  • Sarah Brundage, Enterprise
  • Peter Lawrence, Novogradac & Company LLP
  • Sarah Mickelson, National Low-Income Housing Coalition

Audience: All sectors

 

PRODUCTION, PRESERVATION AND TENANT PROTECTIONS, HOW THE 3 P’S BECAME THE FOUNDATION FOR CALIFORNIA HOUSING POLICY
More information to come!

 

STEMMING THE TIDE OF DISPLACEMENT: RIDING THE TENANT PROTECTION WAVE
One of the worst aspects of the housing crisis is the massive displacement and exodus of low-income families and people of color from the Bay Area. Between 2000 and 2015, rising housing costs and migration patterns contributed to new concentrations of segregation and poverty in the region. This panel will discuss Bay Area displacement and migration data from UC-Berkeley and California Housing Partnership and share local and state strategies to protect community members from displacement, while moving the affordable housing movement forward. Attendees will be informed about the range of policy options for mitigating displacement. This panel will explore some of the unintended consequences of recent advocacy efforts, like minimum lease terms, mediation, and tenant relocation assistance and provide some of the best practices for cities interested in tenant protections.
Moderator: Evvy Stivers, Housing Leadership Council of San Mateo County
Convener: Angela Evans, Housing Leadership Council of San Mateo County
Panelists:

  • Anna Cash, Urban Displacement Project/UC-Berkeley
  • Jennifer Martinez, PICO Bay Area
  • Keith Ogden, Community Legal Services in East Palo Alto
  • Tony Samara, Urban Habitat

Audience: Advocates, Community Organizing Staff, Developers, Government Staff, Project Managers

 

THE YEAR IN LEGISLATION, WHAT’S NEXT?
More information to come!