Section 3 & RAD Training

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1 MOTIVATION, INCORPORATED P R E S E N T S Section 3 & RAD Training An entirely New 2018 Section 3 Training focused on achieving the Numerical Goals, Reporting, and for the first time a half-day RAD training This is a Level 100 Certification Course FIX UP YOUR SECTION 3 COMPLIANCE IN BEAUTIFUL: This training is hosted by: WACO, TEXAS January 9th January 11 th, 2018 Our Thanks to: Waco Housing Authority and Affiliates 4400 Cobbs Drive Waco, TX 76703

2 June 10-11, 2014 SECTION 3 CERTIFICATION TRAINING CLASS JANUARY 9-11, 2018 Section 3 Professional Courses Development Series Waco, Texas Section 3 Certified Coordinator Course - LEVEL 100 January 9-11, 2018 RAD Implementation, Partners, and Financing Training January 11, 2018 Reviews! This was the best training I have ever attended. I am armed with so much more knowledge of section 3. THIS TRAINING WAS OUTSTANDING! T. Thompson 2017 Overall, I would rate the training class and materials Excellent. Your class exceeded my expectations and I was very pleased that this training had be made available to folk like myself. The manual you provided was very professional, easy to read and very informative. It is a great reference tool to have going forward. E. Thomas 2017 Hi Keith, amazing Job with the section 3 training! I was so excited I told several co-workers they missed it You are definitely a Master Trainer. J. Johnson 2017

3 June 10-11, 2014 SECTION 3 CERTIFICATION TRAINING CLASS JANUARY 9-11, 2018 Why We Do These Trainings Motivation, Inc. is passionate about Section 3 and the proper implementation of the regulation. Our mission is to help recipients execute professional and regulatory accurate compliance protocols, residents receive the benefits ensured them by the regulation, and contractors execute a compliant outreach when the Need for new hire opportunities is realized. Considering all of the changes happening and/or coming to Section 3, this is a great opportunity to convene stakeholders to collaborate and learn how we achieve true Section 3 Compliance successes for our client. Each class is in depth and real world training that will culminate in a more intense professional knowledge base on Section 3 Compliance. Because not every recipient, sub-recipient, contractor, or developer truly understands or wants to understand the requirements of Section 3, it s important to attend this training. As the nation s leading advocate for the proper implementation of the Section 3 regulation, Motivation, Inc. wants to provide everyone the best opportunity to learn what the regulation calls for, how best and easy the implementation can be, and what beneficiaries can do to be ready to secure jobs and contracts. What s New FOR 2018? RAD Training!! This training was updated again to focus heavily on meeting the numerical goals and reporting! Additionally, we have a RAD and redevelopment expert conducting a half-day training and answering your most pressing questions on how best to proceed with redeveloping your aging public housing assets including how to achieve the best financial advantages during financing. HUD FHEO employees are welcome to attend at no cost if space is available

4 LEVEL 100 Course Schedule Note: The certification exam will not include any RAD information If HUD should release a Section 3 Final Rule we will be prepared to conduct that training. TUESDAY & WEDNESDAY Section 3 Compliance Regulatory Training Training 8:15AM - 11:50AM (Break 10:00AM - 10:15AM) Lunch 11:50AM - 1:30PM (On Your Own) Training 1:30PM - 4:00PM THURSDAY Section 3 Coordinator Certification Training Level 100 Training 8:15AM - 11:50AM (Break 10:00AM - 10:15AM) Lunch 11:50AM - 1:30PM (On Your Own) Certification Exam 10:15AM - 12:00PM (NOON) THURSDAY RAD Implementation Training Training 1:30PM - 2:30PM (Break 2:30PM - 2:45PM) RAD What it Takes and is it Right for My Agency Session 2:45PM - 4:00PM End of Class All sessions will take place at and Thank You to our host: 4400 Cobbs Drive, Waco, TX January 9 th January 11 th, 2018

5 SECTION 3 CERTIFIED COORDINATOR COURSE - LEVEL 100 January 9-11, 2018 Day One Regulatory Training What Topics Will be Covered? Who Will Benefit by Attending? Simplifying the Most Current Regulations from the Interim Rule & Proposed Changes Thorough Explanation and Examples of How to Easily Meet Compliance on Every Project Public Housing Authority Staff: Procurement, Human Resources, Asset/Property Managers, Purchasing, Resident Services/Leaders, Legal & Executive Staff Public Housing Board of Commissioners Defining Requirements for Recipients, Contractors, Procurement, HR, Engineers, and Architects Developers and Development Staff Defining Section 3 Residents & Business Concerns based on Priority Tiers Public Housing Affiliate Leaders Practical Compliance Solutions - Developing Policies, Procedures, & Action Plans Easy Compliance Implementation Methods for Recipients & Contractors with Real World Section 3 Compliance Success Stories Compliance Monitoring Options Architects & Engineers Resident Leaders Contractors Working On: Federal Highway Administration Projects, Environmental Protection Agency Projects, &/or Dept. of Commerce funded projects SEP 14 Projects Reporting with Ease Public Housing & Project Based Section 8 RAD: What is it? Should you consider it? How to do it? Who are the financial Partners? Financing options? Affordable Housing Developers, Managers & Owners

6 SECTION 3 CERTIFIED COORDINATOR COURSE - LEVEL 100 January 9-11, 2018 Day Two and a Half Detail Examples of All Compliance Aspects Understand this New Position and its value toward achieving and maintaining Regulatory Compliance Make short and long term Strategic Plans for attempting to achieve the Numerical Goals Build your Documentation of Efforts and Verification of Activities toward meeting the regulation Meet the Notice Requirements of Opportunities as called for in the regulation (What, When, to Whom, and How Often) Meet the Encouragement of Opportunity Requirements of the regulation (What, When, for Whom, and How Often) Meet the Recruitment and Facilitation requirements toward opportunities of the regulation (What, When, of Whom, and How Immediately identify Preference Triggering of the regulation by sub-recipients and all contractors Create a system that Coordinates all Section 3 Activities and Contracting efforts internally within departments Establish a working system to track all Covered Funds Expenditures inside an Agency or Business Create an automatic system for Notifying Contractors of Non-compliance per the regulation Create a system for verifying a Contractor met compliance on prior contracts before award per the regulation Establish accurate reporting methods to demonstrate your entity Ensured Compliance Map out your work week, month and year for Ensuring Compliance by Systematizing Your Calendar to Contract Schedules Make Section 3 enhance M/WBE Goals or requirements through outreach efforts Work with Contractors and Sub-recipients to develop realistic compliance methods when required Avoid other s mistakes by leveraging best practices to create your protocol Achieve Maximum Contractor Compliance through simple monitoring and reporting methods Get more information and processes data including sample certification forms From the Section 3 Interim Rule Preamble The Section 3 Preference requirements are triggered by the need for new hires (whether contractors, sub-contractors, or individual employees) What are doing once the regulation has been triggered on your projects? If you can not prove what you did, it didn t happen. Inspect what you Expect and Document, Document, and Document Everything!

7 RAD (REDEVELOPMENT) TRAINING January 11, 2018 RAD TRAINING - COURSE OUTLINE What does it take to do a RAD (redevelopment) What are the lessons learned from other RAD deals RAD and the future of Section 3 Does my agency have to have large reserves to do redevelopment Does my agency need housing choice vouchers to do RAD Should my agency hire a financial advisor (FA) or Financial Consultant (FC) What if my agency scores high on my REAC, should I still consider redevelopment Do I have to get my local government s approval to do RAD or redevelopment What role does my Board play in the redevelopment process What training should I provide my staff in advance Should I hire new development staff to manage this process Who manages the redeveloped asset Are there any RAD developments that have gone badly Is there a minimum dollar threshold for RAD or redevelopment deals Are there any types of agencies that simply shouldn t consider RAD or redevelopment Will my agency make money during the RAD or redevelopment process Who provides the financial guarantees for a RAD or redevelopment project Who pays for Section 3 compliance monitoring on the RAD or redevelopment projects

8 RAD (REDEVELOPMENT) TRAINING January 11, 2018 Note: There will not be any RAD information on the Section 3 Certification Exam RAD Training - Course Schedule THURSDAY RAD Regulatory Review Session 1:30PM - 2:30PM (Break 2:30PM - 2:45PM) RAD What it Takes and is it Right for My Agency Session 2:45PM - 4:00PM End of Class All sessions will take place at and Thank You to or host: 4400 Cobbs Drive, Waco, TX January 9th January 11 th, 2018 All sessions will start promptly. There will be a minute break during each training session. There are several restaurants within a short distance for lunch.

9 Registration Information Level 100 & RAD Training registration fee is $300 per attendee January 9-11, 2018 Everyone MUST REGISTER in advance by 12:00pm December 15, 2017 to ensure materials are available. Even if you are not staying for the RAD training, the rate remains the same. THIS IS A SMALL GROUP TRAINING OF 30 PEOPLE AND SEATS ARE VERY LIMITED! REGISTER IMMEDIATELY! No refunds or credits if cancelled in writing after December 15, 2017 to Seats are not held until paid. CREDIT CARDS ARE ACCEPTED! Please call Amy at All travel, lodging, and meals are at the attendee s expense. Snacks provided by Waco Housing Authority Scan and all registration forms to A completed registration form is required to receive training related informational updates and materials. Contact or Call Amy at with questions. Mail payment to: Motivation, Inc. PO Box 486, Dallas GA (Tax ID ) Courses Rate # of Attendees Dates Section 3 Certified Coordinator Course & RAD Training $300p/p # January 9-11, 2018 Our current Annual Compliance Service Contract clients check this box and take $50 per person off each fee Attendee Information and Fees Total Fee Included $ #1 FIRST LAST #2 FIRST LAST #3 FIRST LAST #4 FIRST LAST #5 FIRST LAST COMPANY/AGENCY NAME ADDRESS CITY STATE ZIP OFFICE PHONE CELL PHONE

10 Accommodations These Hotels are within 8 minutes of the Training Venue Best Western Plus Woodway Waco South Inn & Suites 6808 Woodway Dr., Woodway, TX (254) La Quinta Inn & Suites Woodway - Waco South 6003 Woodway Dr., Woodway, TX (254) Fairfield Inn & Suites Waco South 5805 Woodway Dr., Woodway, TX (254) These Hotels are within 15 minutes of the Training Venue Hilton Waco 113 S University Parks Dr., Waco, TX (254) Hotel Indigo WACO - BAYLOR 211 Clay Ave, Waco, TX (254) Residence Inn Waco 501 S University Parks Dr., Waco, TX (254) There are many other lodging options currently available. Rates on the above hotels range from $75 - $160 regular rates. Please inquire about government rates when you call or make online reservations. There are no room blocks at any hotels. There seem to be a variety of homes available for rent by the day that were completed as part of the HGTV program Fixer Upper. Those homes range from $250 -$500 per day and may be more economical options for groups of two or more. We recommend using a reputable website to book all travel or contact the facility directly.

11 J. Keith Swiney Trainer/Facilitator Motivation, Inc. Founder/President/CEO Mr. Swiney is an accomplished professional speaker, trainer, facilitator, and entrepreneur of 31 years. He heads a Georgia based national real estate management consulting firm he founded in His firm is the longest provider of Section 3 consulting services in America and the only firm that provides such services as a full time part of their business. Mr. Swiney has trained 38 state housing and community development associations and countless housing professionals across the country. He is widely considered the leading authority on Section 3 because of his direct operational experience in managing public housing, developing affordable housing using Section 3 covered funds, and certainly as a professional consultant assisting and guiding his hundreds of clients through all compliance scenarios since Mr. Swiney also provides the most comprehensive Section 3 resident employment related training curriculum that are DOL and Vocational Rehabilitation Services approved. Mr. Swiney specializes in the management, development, acquisition, and recovery of multi-family real estate projects with a forte in affordable housing. He has created and owned multiple real estate asset and property management companies in Nebraska, Tennessee, and Georgia. Prior to his real estate career, Mr. Swiney worked in retail as a store manager and trainer starting in James (Jim) Roberts AHDVS Joint Venture Partners RAD Trainer JAMES ROBERTS is an experience developer of affordable housing communities for families and seniors and represents nonprofits, public housing authorities, and private developers in developing sustainable affordable housing communities. He specializes in the development of mixed income multi-layered finance projects. He possesses expert knowledge of state and federal affordable housing finance programs, including Low Income Housing Tax Credits, Private Activity Housing Bonds, HOME, TRUST, CDBG, TIF, HUD Insured Loan Programs, and Federal Home Loan Bank Community Investment Programs. He participates as either the Developer or Development Consultant in the development of affordable housing communities constructed as garden style apartments, town homes, row houses, single-family homes, and elderly midrise. Mr. Roberts is experienced at creating jobs through construction and management consistent with Section 3 and MBE and WBE requirements. Mr. Roberts currently serves as Development Consultant for Catholic Charities Diocese of Joliet, Macoupin County Housing Authority, IL, Rock Island Housing Authority, IL, Livingston County Housing Authority, IL, and Housing Authority of Joliet. Mr. Roberts is also serves as the Master Developer for the City of Champaign, IL and Housing Authority of Champaign County, IL as well as Hawthorne Lakes, LLC. Mr. Roberts possesses over 20 years of experience and has participated in the development of approximately 2,000 units located across the United States with an estimated development value of approximately $200 million. Mr. Roberts holds a Bachelor of Arts and Architecture Degrees from Rice University and a MBA Degree from the University of Chicago.

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