Housing Colorado NOW! Conference 2014

Creating Healthy Communities October 7–10, 2014 Vail, Colorado

SPONSORS

PRESENTING SPONSOR

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Welcome to the 2014 Annual Housing Colorado NOW! Conference Welcome to the 26th Annual Housing Colorado NOW! Conference. We are excited for attendees to jump into this year’s conference theme: Creating Healthy Communities. Our industry has a profound impact on the daily lives of Colorado residents when developing, designing, building and serving affordable housing communities. Creating Healthy Communities begins with the design of spaces that encourage positive health habitats, but also includes partnerships and programs that help residents adopt healthier lifestyles and attitudes that lead to positive physical and social outcomes. Over the next few days, the Conference Planning Committee has prepared an array of speakers and presentations that will explore ways our industry can elevate our work to promote healthy and sustainable communities.

We would like to extend a personal thanks to the members of the Housing Colorado NOW! committee volunteers who organized this conference. Their tireless work over the past year is evident in the exceptional education and networking events offered throughout the conference. It has been our pleasure to lead this effort and learn with our colleagues who represent the best of our industry.

Table of Contents Schedule at a Glance

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Housing Colorado Volunteers

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Sponsors 3

Eagle Award Nominees

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Special Events

Legislators of the Year Award

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Meeting Space Floorplan

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4–5

Conference Workshops

7 – 20

Conference Schedule

12 – 13

About Housing Colorado

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Schedule at a Glance Tuesday, October 7 3:15 — 4:00 p.m.

New attendee Orientation

4:00 — 5:30 p.m.

Opening Session Integrating Health into the Housing Community Val Agostino, Mercy Housing; Frank Alexander, Boulder County; Mike King, VOA; Lisa Walvoord, LiveWell Sponsored by BBVA Compass

5:30 — 7:00 p.m.

Welcome Reception in Exhibit Hall Sponsored by BBVA Compass

Wednesday, October 8 9:30 — 10:00 a.m.

12:00 — 2:00 p.m.

3:15 — 3:45 p.m.

5:00 — 6:00 p.m.

Exhibit Hall Open

8:00 — 9:30 a.m.

Continental Breakfast & General Session Washington Wire David Gasson, Boston Capital; Mike Morrison, Novogradac & Company Sponsored by U.S. Bank

10:00 — 12:00 p.m.

Morning Workshops

12:15 — 1:45 p.m.

Networking Luncheon Sponsored by InnovAge

2:00 — 5:00 p.m.

Afternoon Workshops

Starts at 5:00 p.m.

Networking Reception Sponsored by Delwest Capital Group

Thursday, October 9 9:30 — 10:00 a.m.

11:30 — 1:30 p.m.

2:30 — 3:00 p.m.

Exhibit Hall Open

8:00 — 9:30 a.m.

Continental Breakfast & General Session Master Your World — Leadership Lessons from the Dog Mary Kelly, Productive Leaders Sponsored by Wells Fargo

10:00 — 11:30 a.m.

Morning Workshops

11:45 — 1:15 p.m.

Policy Luncheon Political Landscape for the 2014 Elections Steve Welchert, The Welchert Company Sponsored by CHFA

1:30 — 4:00 p.m.

Afternoon Workshops

4:00 — 5:30 p.m.

Members-Only Reception Hosted by Housing Colorado Board

Doors Open at 6:00 p.m.

Dinner at 6:30 p.m.

Eagle Awards Dinner in Grand Ballroom

Starts after Dinner

Casino Night Entertainment in Grand Ballroom

Friday, October 10

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8:00 — 9:30 a.m.

Continental Breakfast & General Session Leadership vs. Authority Reggie Rivers, Professional Speaker Sponsored by CHASE Bank

10:00 — 11:30 a.m.

Morning Workshops

2014 Housing Colorado NOW! Conference Sponsors Presenting Sponsor

Title Sponsors

Amenity Sponsors

TRACK Sponsors

EXHIBITORS & Supporting Sponsors

Bank of America* CARHOF Celtic Property Management LLC* D.A. Davidson & Co FHLBank Topeka* FirstBank

Group14 Engineering Love Funding* Novogradac & Company, LLP* Pillar Property Services, LLC* RubinBrown LLP * The Richman Group*

*will be in the exhibit hall

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Special

Events Tuesday, October 7

OPENING SESSION Sponsored by BBVA Compass 4:00 — 5:30 p.m.

Integrating Health into the Housing Community Val Agostino, Mercy Housing; Frank Alexander, Boulder County; Mike King, VOA; Lisa Walvoord, LiveWell This year’s opening session will feature opening Keynote remarks from Mike King and include national and local experts on leveraging housing resources to create healthy communities. They will discuss the benefits of health and housing and how to integrate health into affordable housing.

WELCOME RECEPTION Sponsored by BBVA Compass 5:30 — 7:00 p.m.

Following the Opening Session, connect with affordable housing professionals and reconnect with old friends in a casual atmosphere. Dinner is on your own.

Wednesday, October 8

continental breakfast & GENERAL SESSION Sponsored by U.S. Bank 8:00 — 9:30 a.m.

Washington Wire David Gasson, Boston Capital, and Mike Morrison, Novogradac & Company Join us for an informative morning that features the most up-to-date facts on current tax law, as well as the political environment in Washington, DC, and how it affects the affordable housing industry. Our speakers are nationally renowned experts who will help participants make better business decisions with regard to various tax issues.

David Gasson is the Vice President Director of Corporate Communications at Boston Capital. Mike Morrison is a partner in the San Francisco, CA, office of Novogradac & Company LLP.

NETWORKING LUNCHEON Sponsored by InnovAge 12:15 — 1:45 p.m.

Wednesday’s luncheon will feature plenty of time to network and discuss new ideas with your colleagues.

NETWORKING RECEPTION Sponsored by Delwest Capital Group 5:00 — 6:00 p.m.

Enjoy networking opportunities, hors d’oeuvres, and beverages at this very popular evening event. Dinner is on your own.

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Thursday, October 9

continental breakfast & GENERAL SESSION Sponsored by Wells Fargo 8:00 — 9:30 a.m.

Master Your World — Leadership Lessons from the Dog Mary Kelly, Productive Leaders Thursday morning kicks off with professional speaker Mary Kelly, PhD. Mary Kelly is a nationally recognized and renowned economist and leadership expert specializing in improving business efficiency and maximizing available resources. A graduate of the U.S. Naval Academy, Mary has trained over 40,000 military and civilian personnel in multi-cultural environments around the world. She served 21 years as a commissioned officer in the Navy, and retired as a commander. This fun and engaging session will highlight core leadership techniques that attendees will be able to immediately apply at work, at home and with the dog!

POLICY LUNCHEON Sponsored by CHFA 11:45 a.m. — 1:15 p.m.

Political Landscape for the 2014 Elections Steve Welchert, The Welchert Company This year’s public policy lunch will feature Steve Welchert, one of Colorado’s most expert – and entertaining – political consultants and strategists. Welchert’s firm, The Welchert Company, is one of the top public relations/political consulting firms in the Rocky Mountain Region. Over the years Steve Welchert has worked on hundreds of candidate and issue campaigns in over a dozen states; including President, U.S. Senate, Governor, Congress and local offices. Attendees will get the inside scoop on the coming November elections and what it means for Colorado’s political landscape.

MEMBERS-ONLY RECEPTION Hosted by Housing Colorado Board 4:00 — 5:30 p.m.

EAGLE AWARDS DINNER 6:30 — 8:00 p.m.

Thursday evening we honor the recipients of the coveted Eagle Award and People’s Choice Award, who have soared to new heights in their work to ensure safe, decent, affordable housing for all Coloradans. Immediately following the Eagle Awards Dinner, join us for Casino Night and try your luck at craps, roulette, blackjack and poker!

Friday, October 10

continental breakfast & GENERAL SESSION Sponsored by CHASE Bank 8:00 — 9:30 a.m.

Leadership vs. Authority Reggie Rivers, Professional Speaker Reggie’s easy style, funny anecdotes and insightful stories about life in the NFL, will demonstrate the key differences between leaders and people with authority. Anyone with a title can have authority, but leaders inspire and lift people up. Leaders make people feel better about the work they’re doing in a way that helps their workers grow and expand. This session will leave attendees on an inspired note.

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Chase Ad

Conference

Workshops WORKSHOP TRACKS Development

Professional/Board Development

Community Engagement

Finance

Policy

Rural

Property Asset Mgmt.

Wednesday, 10:00 a.m. — 12:00 p.m.

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Demystifying the Application Process

Affordable Housing and More — Overview 101

Mountain View Room (Upper Level)

Salon 1 (Upper Level)

As funding gets more competitive, it’s important to understand what differentiates a successful application from a bad one.

Hear from CHFA and HUD representatives as they share valuable information about what sets the good applications apart, as well as the pitfalls to avoid when applying for funding.

Come to this session for a high level overview of different key areas in the Affordable Housing and the Tax Credit arenas. Learn from industry experts about 4% and 9% Low Income Housing Tax Credits (LIHTC), New Markets Tax Credits (NMTC), property management and asset management. We will demystify the acronyms!

Speakers: Terry Barnard, Tax Credit Officer, CHFA; Marcie LaPorte, Director, HUD’s Denver Multifamily Housing Hub Moderator: Doug Van Lerberghe, Principal, KEPHART

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Speakers: Nikki Brunswig, Regional Manager, Pillar Property Services; Jeff Nishita, Principal, Novogradac & Company; Patrick Sheridan, VP, VOA; Alisa Wilson, Senior Loan Officer, Mercy Loan Fund Moderator: Liz Smith, Manager of Multifamily Program Compliance, CHFA

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Balanced Mastery: Are You Obsessed, Possessed or Blessed?

A Collaborative Initiative to Decrease Homelessness

Salon 3 (Upper Level)

Sun Down Room (Lobby Level)

Learn how to tap your humanity to approach mastery. This session builds confidence, optimism, and balance and teaches how to use them to achieve personal and career goals. Attendees will take an assessment to identify and balance their top five priorities in work and life, and use the “10 Achievement Factors” to gage their accomplishments.

Receive a snapshot of resources, tools, and opportunities for permanent supportive housing projects for 2015 & 2016 that target the homeless population. Hear from the state’s leading housing agencies, the governor’s office, DOH, and CHFA on new and changing programs to decrease our homeless population in the state of Colorado.

Speakers: Rick Griggs, Griggs Achievement Training

Speakers: Annie Bacci, Homeless Programs Manager, Colorado Division of Housing; Gary Sanford, Executive Director, Metro Denver Homeless Initiative; Cris White, CEO, CHFA Moderator: Jennifer Lopez, Director, Homeless Initiatives for Governor Hickenlooper

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New State Housing Tax Credit

Speakers: David Myler, Partner, The Myler Law Firm; Doug Selbee, Housing Program Manager, City and County of Denver; Jamie Spakow, Housing Programs Director, USDA

Sun Up Room (Lobby Level) Review and analysis of the new state housing tax credit. What is it? How does it benefit me? What do I need to know? The purpose of the workshop is to educate the industry on financing options for housing utilizing the new state tax credit.

Speakers: Chris Hite, President, Sugar Creek Capital; Hampton Mallis, Director of State Tax Credits, Sugar Creek Capital; Tasha Weaver, Tax Credit Manager, CHFA

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Challenges of Automatic Termination Requirements Game Creek Room (Ballroom Level) Join urban, rural, and mountain industry experts as they discuss challenges that the workforce and affordable housing communities face when automatic terminations start. Properties that are foreclosed lose low- and moderate-income buyers due to FHA and USDA requirements for automatic termination of affordability/ deed restrictions. This panel will discuss existing requirements, as well as exploring problems and potential solutions.

Moderator: Mariam Masid, Director of Legal Operations, CHFA

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Reality Bites – Challenges and Successes Beyond Housing Blue Sky Room (Ballroom Level) Residents of affordable housing often deal with many complex real-life challenges.

Decent housing is part of the solution.

Coordinated provision and access to supportive resources help ensure a better quality of life and success for the resident, owner, and property manager. Take a peek inside CHDA’s 15-year service-supported housing lesson book.

Speakers: Matt Cannizzaro, Senior Case HUD Manager, Arapahoe Douglas Mental Health Network; Melody D’Haillecourt, Community Navigator, CHDA; Scott Maline, Community Manager II, Monroe Group Moderator: “Jo” Ellen Davidson, Executive Director, CHDA

Wednesday, 2:00 — 3:15 p.m.

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Unlocking the Opportunities with CDFIs in Colorado Mountain View Room (Upper Level) CDFIs in Colorado fund everything including homeownership, mini-perm loans, predevelopment, and small business lending. This workshop will introduce you to leaders in these fields. You will learn about the broad range of services they provide, and how they can help you with project finance, as well as resident financial empowerment.

Speakers: Sarah Archibald, Director of Lending, Mile High Community Loan Fund; Jason Batista, Director National Lending & Asset Management, Mercy Loan Fund; Jesse Golland, Market Manager, Accion; Nicole Marquez, Manager of Lending, Colorado Housing Enterprises Moderator: Andy Proctor, President, Proctor Community Enterprises

WORKSHOP TRACKS

8 Development

Professional/Board Development

Finance

Community Engagement

Policy

Rural

Property Asset Mgmt.

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Five Elements of a World-Class Board

The New HOME Rule: Overview & Highlights

Salon 3 (Upper Level)

Sun Up Room (Lobby Level)

A great board is achieved through deliberate design and does not happen accidentally. We will explore the specific components required to make the transition from a good board to a great board. This framework is required to keep the board operating strategically and will optimize the board/staff relationship.

HUD published a new Final HOME Rule in July 2013, with subsequent clarifications and updates. Learn key aspects to the New HOME Rule and how it affects your use of HOME funds. Colorado Division of Housing staff will present up-to-date information for grantees and applicants interested in State HOME funds.

Speakers: Jeffrey Arnold, President, Leading Associations; Robert Spangler, COO, Leading Associations

Speakers: Kathryn Grosscup, Asset Manager, Colorado Division of Housing; Carrie Kronberg, Portfolio Manager, Colorado Division of Housing

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Showcase of Creative 4% LIHTC Solutions Part I Salon 1 (Upper Level) Project managers will join us in presenting their own 4% LIHTC/Tax Exempt Bond deals.

Projects to include: combining rehabilitation and new construction; financing a large rehabilitation; converting market-rate new construction into affordable rental housing; combining short-term cash backed tax exempt bonds with taxable loan.

Speakers: Laura Clark, Principal, SB Clark Companies; Brian Dale, Managing Director, Citi Community Capital; Wade Norris, Partner, Eichner Norris & Neumann

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Improving Health through Community Design Sun Down Room (Lobby Level) This workshop will teach participants the relationship between the built environment and health, and share evidence-based tools to improve health through community design. Participants will learn how to connect housing, transportation, and access to goods and services, as well as how to use community design to reduce health disparities for vulnerable populations.

Speakers: Gretchen Armijo, Program Administrator, City and County of Denver– Dept. of Environmental Health

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Housing the Hardest Populations—Permanent Supportive Housing Game Creek Room (Ballroom Level) Permanent Supportive Housing offers necessary services for hard-to-serve populations. Using a Harm Reduction approach, the workshop will describe capital and operational funding sources for PSH developments, best practices for property and case management, and key community partnerships. Learn the philosophy behind PSH, showcased by examples in Colorado and nationwide.

Speakers: Amy Case, Director of Housing Services, Grand Junction Housing Authority Zoe LeBeau, President, LeBeau Development

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Healthy Communities: Measuring Resident Services Outcomes Blue Sky Room (Ballroom Level) Resident needs, strategic positioning, and an increasingly competitive funding environment are driving refined data collection techniques that demonstrate the impact resident services have on its clients.

This workshop will explore the challenges and successes of targeting realistic metrics...

Description continues on page 10.

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and indicators, collecting accurate data, and stakeholder participation.

Speakers: Donna Baiocco, Executive Director, Community Housing Partners;

Jennifer Covert, Director of Programs and Evaluation, Mercy Housing; Carrie Murphy, Program Evaluation Planner, Boulder Housing Partners

Wednesday, 3:45 — 5:00 p.m.

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Development Tools for Housing Authorities and Non-Profits

Showcase of Creative 4% LIHTC Solutions Part II

Mountain View Room (Upper Level)

See full description on page 9.

Today’s economy favors lean organizations that form strategic alliances. Learn how your organization will gain a competitive advantage through leveraging the strengths of others. In this workshop, we will focus on engaging third-party expertise to develop successful partnerships. Hear from organizations that are implementing this strategy and finding success.

Speakers: Adam Morgan, Vice President, Daniel G. Morgan and Associates; Bob Munroe, Partner, Solvera Advisors; Scott Yeates, Principal, SW Development Group

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Communicate Without the Barking Salon 3 (Upper Level) Lack of communication is a common employee frustration. Communication is how we get things accomplished, and miscommunication is the number one way that we screw things up. Are your employees telling you what is really going on? Are you and your organization wasting time with poor communications? Can you afford to?

Speakers: Mary Kelly, Owner, Productive Leaders

Salon 1 (Upper Level)

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The Complex Maze of HUD Relocation Assistance Requirements Sun Down Room (Lobby Level) What are some of the HUD relocation guidelines that affordable housing project owners agree to when they accept federal funding? This panel will illustrate case study examples ranging from a newly constructed LIHTC property (Village at Westerly Creek) to the relocation of 100+ senior/disabled residents from Public Housing (AHA’s Buckingham Gardens).

Speakers: Elizabeth Gundlach Neufeld, Deputy Executive Director, The Housing Authority of the City of Aurora; Lee Hamre, President, H.C. Peck & Associates

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Bargaining for Affordable Housing with Local Governments Sun Up Room (Lobby Level) In light of recent court decisions upholding affordable housing agreements between local governments and developers, as well as one curtailing authority to condition landuse approvals, this session offers Description continues on page 14.

WORKSHOP TRACKS

10Development

Professional/Board Development

Finance

Community Engagement

Policy

Rural

Property Asset Mgmt.

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Development Sponsored by: Shaw Construction

Professional/ Board Development

Sponsored by: Holland & Hart

Mountain View Room

Salon 3

Salon 1

Workshop Tracks

Finance

TUESDAY, OCTOBER 7 TH

New attendee Orientation: 3:15 — 4:00 p.m. opening session: 4:00 — 5:30 p.m. Sponsored by: BBVA Compass

WEDNESDAY, OCTOBER 8TH

continental breakfast & general session: 8:00 — 9:30 a.m. Sponsored by: U.S. Bank

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Workshops

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Unlocking the Opportunities with CDFIs in Colorado

Workshops 2:00 ­— 3:15 p.m.

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Development Tools for Housing Authorities and Non-Profits

3:45 ­— 5:00 p.m.

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Balancing Act: Keeping Afffordable Housing Affordable

Workshops 10:00 ­— 11:30 a.m.

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Finding Funds for Supportive Housing Programs Part I

Workshops 1:30 ­— 2:30 p.m.

Utilizing Creative Funding Sources in Multifamily Housing Mixed-Use Projects

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Noble Selfishness: Engaged Members & Energized Boards

Equity Market Outlook

Exhibit Hall Open: 2:30 — 3:00 p.m.

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Finding Funds for Supportive Housing Programs Part II

Workshops 3:00 — ­ 4:00 p.m.

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Combining Historic and Low-Income Housing Tax Credits

Strategic Planning... and Then What?

MEMBERS-ONLY RECEPTION: 4:00 — 5:30 p.m. Hosted by Housing Colorado Board Eagle awards dinner: Doors open at 6:00 p.m.

friDAY, OCTOBER 10TH

continental breakfast & general session: 8:00 — 9:30 a.m. Sponsored by: CHASE Bank

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Workshops

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Courage & Conflict: A Healthy Approach to Resolution

Exhibit Hall Open: 11:30 a.m. — 1:30 p.m. policy luncheon: 11:45 a.m. — 1:15 p.m. Sponsored by: CHFA 28

10:00 ­— 11:30 a.m.

Showcase of Creative 4% LIHTC Solutions Part II

Communicate Without the Barking

continental breakfast & general session: 8:00 — 9:30 a.m. Sponsored by: Wells Fargo

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After 4:00 p.m.

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Networking reception in exhibit hall: 5:00 — 6:00 p.m.

Sponsored by: Delwest Capital Group

ThursDAY, OCTOBER 9TH

2:30 ­— 3:00 p.m.

Showcase of Creative 4% LIHTC Solutions Part I

Exhibit Hall Open: 3:15 — 3:45 p.m.

Workshops

11:30 ­— 1:30 p.m.

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Five Elements of a World-Class Board

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5:00 ­— 6:00 p.m.

Affordable Housing and More — Overview 101

Exhibit Hall Open: 12:00 — 2:00 p.m.

Networking luncheon: 12:15 — 1:45 p.m. Sponsored by: InnovAge 8

3:15 ­— 3:45 p.m.

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Balanced Mastery: Are You Obsessed, Possessed or Blessed?

Demystifying the Application Process

10:00 a.m. ­— 12:00 p.m.

12:00 — ­ 2:00 p.m.

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2014 Design by Community Charrettes (Grand Ballroom)

Rental Finance – Unanswered Questions (Salon 1)

Community Engagement

Policy

Rural

Property Asset Management

Game Creek Room

Blue Sky Room

Sponsored by: Sugar Creek Capital

Sponsored by: Milender White Construction Co.

Sun Down Room

Sun Up Room

welcome reception in exhibit hall: 5:30 — 7:00 p.m. Sponsored by: BBVA Compass

exhibit hall open: 9:30 — 10:00 a.m.

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A Collaborative Initiative to Decrease Homelessness

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New State Housing Tax Credit

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Improving Health through Community Design

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Challenges of Automatic Termination Requirements

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The New HOME Rule: Overview & Highlights

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The Complex Maze of HUD Relocation Assistance Requirements

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Housing the Hardest Populations — Permanent Supportive Housing

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Bargaining for Affordable Housing with Local Governments

Reality Bites — Challenges and Successes Beyond Housing

Healthy Communities: Measuring Resident Services Outcomes

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Pathways Home Toolkit: Guiding Supportive Housing Development

Year 15: Determining Preservation Strategy

exhibit hall open: 9:30 — 10:00 a.m.

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Implementing Smoke-Free Policies in Multiunit Housing

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Mile High Connects 101

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Accessible Housing: Essential for Sustainable Communities

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Creating Active Design in Affordable Housing

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Disability Cultural Competence

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Keeping Downtown Housing Robust and Affordable

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DOH Homeowner Rehabilitation and Medicaid Home Modification

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Construction Defect Litigation and the Warranty Process

Resident Engagement Best Practices

State of Fair Housing in Colorado

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Modular Construction Advantages for Rural Housing

Technology Uses for Property Operations

Casino Night Entertainment: Starts after dinner

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Management & Services for Healthy Communities (Salon 3)

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perspectives on the power of localities to attach strings to zoning, funding, and related approvals, as well as the limits on those powers.

Speakers: Ben Doyle, Assistant, Boulder County Attorney; Laurie Heydman, Assistant City Attorney, City of Denver; Tom McCabe, Executive Director, Aspen/Pitkin County Housing Authority; Thomas Fenton Smith, Counsel, Aspen/Pitkin County Housing Authority; Jeff Yegian, Housing Manager, City of Boulder

Speakers: Doug Karl, Executive Director, HomewardBound of the Grand Valley; Jennifer Lopez, Development Specialist Western Slope, DOLA, Division of Housing and CHFA; Terri Wheeler, Executive Director, Housing Authority of the County of Montezuma Moderator: Amy Case, Director of Housing Services, Grand Junction Housing Authority

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Year 15: Determining Preservation Strategy

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Pathways Home Toolkit: Guiding Supportive Housing Development Game Creek Room (Ballroom Level) In 2014, teams from several communities in Western Colorado came together with technical assistance from DOH, Enterprise Community Partners, CHFA, and LeBeau Development to plan supportive housing projects addressing their homeless housing needs. This session will review the steps taken, lessons learned, and share outcomes achieved via the Pathways Toolkit.

Blue Sky Room (Ballroom Level) Determining the preservation strategy for your portfolio begins with underwriting and goes through compliance. We will share our experience with Year 15 exit strategies, re-syndication opportunities, recycling portfolios, and financing factors.

Attendees will come away with insights on the process from the developer and investor perspectives.

Speakers: Robert Haley, Senior Manager, CohnReznick

Thursday, 10:00 — 11:30 a.m.

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Balancing Act: Keeping Affordable Housing Affordable

Courage & Conflict: A Healthy Approach to Resolution

Mountain View Room (Upper Level)

Salon 3 (Upper Level)

The amount being spent on affordable housing projects is under growing political and public scrutiny, yet the need for this housing is increasing while funding sources are declining. How can cost efficiencies be achieved? How much is too much to spend on affordable housing? Join the lively debate.

Most people feel inept and uncomfortable addressing conflict, so they avoid dealing with it. Yet, we all have conflict. Workshop participants will see conflict with fresh eyes and receive practical suggestions on how to become one of those few people who are adept and comfortable dealing with conflict.

Speakers: David Smith, Chairman, Recap Real Estate Advisors; Tasha Weaver, Tax Credit Manager, CHFA Moderator: Steve Johnson, Commercial Development Director, CHFA 14

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Speakers: Gregg Piburn, President, Leader’s Edge Consulting

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Utilizing Creative Funding Sources in Multifamily Housing Mixed-Use Projects Salon 1 (Upper Level) This workshop is for affordable housing developers and lenders that are involved in the development of mixed-use projects with multifamily housing components.

The discussion will focus on ways to use New Markets Tax Credits, EB-5, and other creative financing mechanisms to bring additional funding sources for these types of developments.

Speakers: Tom Capp, COO, Gorman & Company; Kimball Crangle, Colorado Market President, Gorman & Company; John Henry, Partner, Kutak Rock; Wyatt Jones, Commercial Lender, CHFA Moderator: Masouda Omar, Head of Commercial Lending, CHFA

Mile High Connects 101 Sun Up Room (Lobby Level) MHC’s mission is to ensure that the Metro Denver regional transit system fosters communities that offer all residents the opportunity for a high quality of life. This moderated panel discussion explores how affordable housing intersects with transit, education, health, and jobs. Panelists will share the value of these innovative partnerships.

Speakers: Jaime Gomez, COO, CHFA; Ismael Guerrero, Executive Director, Denver Housing Authority; Dace West, Network Director, Mile High Connects Moderator: Aaron Miripol, CEO, Urban Land Conservancy

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Keeping Downtown Housing Robust and Affordable

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Implementing SmokeFree Policies in Multiunit Housing Sun Down Room (Lobby Level) The primary focus of this workshop is on the health and economic benefits associated with implementing smoke-free policies in multiunit housing. Participants will learn about legality of smoke-free policies; health effects of first, second, and thirdhand smoke; facts and myths of implementing smoke-free policies; HUD’s position; market trends; and associated cost savings.

Speakers: Erica Berg, Tobacco Program Specialist, Denver Public Health; Santos Diaz, Tobacco Program Coordinator, Denver Public Health; Teddy Montoya, Tobacco Program Specialist, Denver Public Health

Game Creek Room (Ballroom Level) As downtown revitalization efforts make communities more attractive to live in, real estate prices continue to escalate, making it difficult for many middle-income workers to find affordable housing. Through case studies of smaller towns in western Colorado, this session focuses on key market, policy, and design considerations for expanding housing in downtowns.

Speakers: Clark Anderson, Colorado Program Director, Sonoran Institute; Nathan Lindquist, Planning Director, City of Rifle; Melanie Rees, Owner, Rees Consulting; Harry Weiss, Executive Director, Grand Junction Downtown Development Authority

WORKSHOP TRACKS

15Development

Professional/Board Development

Finance

Community Engagement

Policy

Rural

Property Asset Mgmt.

15

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Resident Engagement Best Practices Blue Sky Room (Ballroom Level)

will take away action items to implement.

Outcomes will vary based on attendee’s own goals but range from increased energy/water savings to new community-building ideas.

This workshop will expose housing staff to some best practices in implementing a resident engagement program that leads to a sustainable building culture. Attendees

Speakers: Rachelle Macur, Sustainability Consultant, Group14 Engineering; Nicole O’Connor, Energy Behavior Change Program Manager, Energy Outreach Colorado

Thursday, 1:30 — 2:30 p.m.

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Finding Funds for Supportive Housing Programs Part I

Equity Market Outlook

Mountain View Room (Upper Level) Colorado receives over $21 million annually in HUD Continuum of Care program funds for supportive housing in Colorado. Through case studies, find out who has used these program funds and what they developed.

Also, learn how your organization could incorporate the program’s fund for your own supportive housing project.

Speakers: Annie Bacci, Manager of Homeless Programs, Colorado Division of Housing; Gary Sanford, Executive Director, Metro Denver Homeless Initiative

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Noble Selfishness: Engaged Members & Energized Boards Salon 3 (Upper Level) Imagine having energized board members engaged in what’s truly important for an organization. This interactive workshop helps participants figure out how to become board members who reap personal satisfaction and help garner organizational success. Everybody wins.

Speakers: Gregg Piburn, President, Leader’s Edge Consulting

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Salon 1 (Upper Level) Seasoned investors and syndicators provide their perspective on the equity market and what is in store for the year ahead, including the impact of CRA. The panel will discuss new trends in investing and share ideas on how to structure your deal and find new ways to raise equity.

Speakers: Marshall Phillips, Partner, CohnReznick

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Accessible Housing: Essential for Sustainable Communities Sun Down Room (Lobby Level) Why should you consider accessible housing for sustainable communities?

Discover current trends in housing development and why authorities are requiring greater access and mobility throughout the built environment. Discuss the various accessibility standards and learn practical information on how to create accessible housing based on case studies of successful projects.

Speakers: Kevin Harkins, Principal, Building One Consulting; Cindy Harvey, Principal, KEPHART; Tino Leone, Architectural Intern, HB&A Moderator: David Beckner, Project Manager, KEPHART

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Creating Active Design in Affordable Housing Sun Up Room (Upper Level) More than seventy percent of what makes us healthy is determined by our behaviors and environment. Low-income households— children especially—are disproportionally affected by chronic health problems like obesity. Learn how you can help influence policy and practice to support the development of healthy housing for your residents.

Speakers: Kimball Crangle, Colorado Market President, Gorman & Company; Dr. Eric France, Chief of Population Care and Prevention Services, Kaiser Permanente of Colorado; Chris Smith, Senior Program Officer, Colorado Health Foundation

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DOH Homeowner Rehabilitation and Medicaid Home Modification Game Creek Room (Ballroom Level) The Division of Housing supports rehabilitation programs that benefit lowincome homeowners in your community.

Rehabilitation can address necessary

repairs, return vulnerable populations to their homes, mitigate hazards, and improve community stock. Hear from DOH staff about utilizing the Medicaid Home Modification Program with other rehab programs.

Speakers: Chris Roe, Homeless Prevention Team, Colorado Division of Housing; Ann Watts, PAB Program Manager & Housing Development Specialist, Colorado Division of Housing; Justine Willman, Asset Manager, Colorado Division of Housing

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State of Fair Housing in Colorado Blue Sky Room (Upper Level) Federal and State fair housing laws are powerful tools against private and public discrimination. Understanding the role of fair housing encourages us to examine our progress towards creating sustainable, integrated, and balanced living patterns in our communities. Join us for the “State of Fair Housing in Colorado.”

Speakers: Arturo Alvarado, Executive Director, Denver Metro Fair Housing Center; Amy Frisk, Regional Director, HUD; Lindsay Huusko, Investigation Manager, DOLA; James Whiteside, Enforcement Branch Chief, HUD

Thursday, 3:00 — 4:00 p.m.

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Finding Funds for Supportive Housing Programs Part II

Strategic Planning... and Then What?

Mountain View Room (Upper Level)

While most organizations participate in strategic planning processes, sometimes the desired outcome isn’t achieved, and you’re right back where you started. We’ll focus on innovative execution and metrics to determine success. Learn ways your team can engage in planning during every step of the process, with tangible, measurable outcomes as the result.

See full description on page 16.

Salon 3 (Upper Level)

Speakers: William Browning, Founder & CEO, Rebound Solutions; Lorii Rabinowitz, VP of Business Development & Community Engagement, Rebound Solutions 18

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Combining Historic and Low-Income Housing Tax Credits

and how builders can decrease liability exposure. Learn from an attorney and thirdparty warranty administrator with expertise on this important issue.

Salon 1 (Upper Level)

Speakers: Bill Armstrong, President, ProHome Colorado/Wyoming; Ryan Warren, Shareholder, Polsinelli Law Firm

Because of the recent IRS HTC safe harbor and state historic tax credit guidance, developers are asking how to combine the two. This workshop will focus on these developments and how to properly structure them using a lease pass-through structure, the effect on tax credit basis and other tax issues.

Moderator: Courtney Jackson, President, Remington Events

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Speakers: Amy Broadwater, Partner, RubinBrown; David Asarch, General Councel, Monroe Group

Modular Construction Advantages for Rural Housing

Moderator: Jeff Cunningham, Partner, RubinBrown

Game Creek Room (Ballroom Level)

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Disability Cultural Competence Sun Down Room (Lobby Level) Participants will learn about legal obligations of providers when serving people with disabilities, but more importantly will learn about what disability cultural competence means and how to apply it consistently for people with all types of disabilities. Workshop covers the process for responding to reasonable accommodation requests.

Speakers: Randle Loeb, People’s Advocacy Coalition; Heather Orem, Homeless Project Co-Facilitator, CCDC; Valerie Schlecht, Homelessness Project Researcher, CCDC

This workshop will provide current case studies that illustrate the range of benefits of using modular construction in the development of affordable housing properties as well as the benefits modular construction has for rural communities.

Participants will use this information to reevaluate their current construction development protocols to successfully incorporate modular construction into future development plans.

Speaker: Tawny Peyton, Executive Director, Rocky Mountain Home Association/Utah Housing Alliance

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Technology Uses for Property Operations Blue Sky Room (Ballroom Level) This workshop will look at advanced technology uses for operators of affordable housing. Users will go beyond the basics to learn uses for technology such as SharePoint, tablet computers, etc., that will make their property operations more effective and efficient.

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Construction Defect Litigation and the Warranty Process Sun Up Room (Lobby Level) How does the after-closing warranty process, communication, and documentation reduce your exposure to construction defect litigation and claims?

This workshop will give an overview of construction defect litigation in Colorado

Speakers: Paul Malinowski, CEO, Pillar Property Services; Steven Nichols, Director of Business Development, Mission Critical Systems Moderator: Nikki Brunswig, Property Manager, Pillar Property Services

WORKSHOP TRACKS Development

Professional/Board Development

Finance

Community Engagement

Policy

Rural

Property Asset Mgmt.

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Friday, 10:00 — 11:30 a.m.

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2014 Design by Community Charrettes

Management & Services for Healthy Communities

Grand Ballroom (Ballroom Level)

Salon 3 (Upper Level)

See the innovative results of the 2014 Design by Community Charrettes, showcasing the collaborative efforts of design, development, finance, and construction professionals, graduate students, and community stakeholders, benefiting a range of projects in communities across Colorado. Bring all your questions and learn how you can get involved!

Learn about effective collaboration through materials that define responsibilities and assist staff in working well together.

We will review three programs: resident achievement program, welcome neighbor program, and criminal activity tracker; and each program will have a tool kit to replicate, adapt, and implement the programs.

Speakers: Charrettes Team Leaders

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Rental Finance – Unanswered Questions Salon 1 (Upper Level) Don’t leave the conference with unanswered questions or wondering if you could have heard more about a particular financerelated topic. Hear from a panel of veteran finance industry experts at this interactive attendee driven session. We will cover tools, techniques, resources and programs that will prepare you to succeed.

Speakers: Rodger Hara, Principal, Community Builders Realty Services; Steve Johnson, Director of Commercial Lending, CHFA; Ann Watts, PAB Program Manager & Housing Development Specialist, Colorado Division of Housing

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Speakers: Renee Nicolosi, Director of Resident & Community Services, Denver Housing Authority; Bob Prettyman, COO, Denver Housing Authority Moderator: Angie Fletcher, Deputy Director of Housing Management, Denver Housing Authority

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About Housing Colorado Housing Colorado is a statewide, multi-sector membership association of more than 3,000 housing professionals representing the industry’s diverse interest groups. The organization is recognized throughout Colorado as a valuable resource on affordable housing, providing education, advocacy, and networking services.

Board of Directors Diane Miller, JE Dunn Construction (Board Chair) Cris White, CHFA (Chair Elect) Maureen Hewitt, InnovAge (Past Chair) Amy Case, Grand Junction Housing Authority Cindy Harvey, KEPHART Community :: Planning :: Architecture Bill James, James Real Estate Services Jill Klosterman, Eagle County Housing Department Don May, Adams County Housing Authority Aaron Miripol, Urban Land Conservancy Andy Proctor, Proctor Community Enterprises Doug Snyder, Volunteers of America Christopher Stefan, Desarollo Real Estate Jim Stretz, George K. Baum & Company David Zucker, Zocalo Development

Staff Sara Reynolds, MPA, CAE Executive Director (303) 863-0124 sara@housingcolorado.org Regan Robertson Conference and Event Manager (303) 863-0125 regan@housingcolorado.org Sarah Cole Marketing and Communications Coordinator (303) 863-0123 cole@housingcolorado.org

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Housing Colorado Core Services Housing Colorado wants to be the absolute best at what we do, but we can’t do it without you — our members. Each year, thousands of volunteer hours shape our core services, from the legislative and conference planning committees to robust educational programs.

Conference Committee

This committee plans and implements the Colorado Housing NOW! Conference where duties range from coordinating workshop topics and speakers to planning social events, and more!

Editorial Committee As industry experts, members of this committee contribute content for Housing Colorado communications including the eNews and Housing Colorado website.

Education Committee Members develop the Education Series and popular networking events for an audience of affordable housing professionals on a wide range of housing trends, tools and developments.

Legislative Committee

Members monitor all legislation that impacts the development and preservation of affordable housing in Colorado.

Membership Committee

Members actively recruit and retain organization members of Housing Colorado so Housing Colorado can continue to represent the affordable housing industry.

Sponsorship Committee

Members aid staff in reaching out to organizations that would benefit from supporting Housing Colorado events.

Housing Colorado would like to thank our 2014 Committee Volunteers Conference: Terry Barnard Mark Berry Maggie Bolden Darcey Borzileri Jessica Breen Carol Breslau Nikki Brunswig Amy Case Jeffrey Cunningham Gary Dominguez* Jeremy Durham Marisa Felix-Campbell Pam Francil Crawford Frazier Erin Ganser Steven George Jamie Goldman Stuart Grogan Rodger Hara Jennifer Kermode Randy Kilbourn Marc Krasner Randle Loeb

Jennifer Lopez Darcy McClure Mary Miller Diane Miller Desiree Miniel Jeff Nishita Alison O’Kelly Masouda Omar Amanda Peters Gary Prager Andrew Proctor Barrett Ramey Mae Ann Saas Brian Sample* Jackie Sciarra Corine Sheridan Mark Shulman Kelly Simmons Kim Snetzinger Kristie Walters Kara Washburn Tasha Weaver Robin Wolff Matthew Zarlengo

Editorial: Amy Case* Jerilynn Martinez Christopher Stefan Traci Stoffel Education: Lisa Bloomquist* Tatiana Martin Diane Miller Randle Loeb Andy Proctor Denise Selders Alisa Wilson Legislative: Bill Callison Beverely Dahan Joe Del Zotto Stefka Fanchi Britta Fisher Paul Franke Jan Harrington Ken Hoagland

Bill James Stella Madrid Jerilynn Martinez Don May* Aaron Miripol Meg Snead Christopher Stefan Membership: Elisabeth Borden Bren Connors jv DeSousa Maureen Hewitt Vennita Jenkins Jill Klosterman* Sponsorship: Amy Case* Blake Chambliss Larry Fullerton Bill James

*Committee Chair

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2014 Eagle Award Nominees Person

Ken Hoagland Project Development

Evans Station Lofts High Mar Senior Community Jimmy Carter Work Project Lamar Station Crossing Soda Creek Apartments South Lowell Apartments Tapiz at Mariposa Village Park Apartments Wheat Ridge Town Center Apartments Program

3ce Energy Outreach Colorado Homeownership Program Housing Investment Trust Fund iCAST Next Step

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Download the EventBoard App Here

There’s an app for that…

At this year’s NOW! Conference Check out the NOW! Annual Conference mobile app where you can view the conference schedule, learn more about speakers, connect on social media, and more!

1. Visit: www.eventboardmobile.com/download on your mobile device 2. Tap the picture of the device you’re using 3. This will open the app store and take you directly to EventBoard!

4. When you open the app for the first time, you’ll see our conference in the list.

5. Tap on it, and start exploring!

Need help? Visit the CHFA Cyber Center by the registration desk for assistance.

Sponsored by:

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Legislators of the Year Award The Housing Colorado Board of Directors has honored Sen. Jessie Ulibarri and Rep. Crisanta Duran as Legislators of the Year who were instrumental in championing the affordable housing agenda under the Gold Dome. The 2014 Legislative Session resulted in tremendous progress for support of affordable housing and funding programs.

Together, Rep. Duran and Sen. Ulibarri co-sponsored HB 14-1017 that reinstated the Colorado Housing Tax Credit and created the Colorado Housing Trust Fund. In addition, Duran served as chair of the Joint Budget Committee and provided unwavering leadership to support a $4 million increase in the Affordable Housing Grants line item of the state budget. Sen. Ulibarri also courageously supported a broad coalition of home ownership advocates to provide reform to the legal environment surrounding construction defects — an issue he will continue to support in the coming year.

Join us Thursday, Oct. 9 at the Public Policy Lunch where Housing Colorado will present the Legislators of the Year award to Sen. Jessie Ulibarri and Rep. Crisanta Duran. Celebrate the success of the affordable housing community and the leadership of these two outstanding state legislators.

Exhibitor Giveaways Section This year the NOW! Conference’s exhibit hall is buzzing! Connect with our exhibitors and enter into giveaway drawings to win: Giveaways

Donated By

Winner Announced

$50 gift certificate to Vail Marriott’s Avalanche Pub

Vail Marriott

Wednesday General Session

Wine Basket

Housing Colorado

Wednesday Networking Luncheon

Two night stay at Pines Lodge/Osprey

RockResorts

Thursday General Session

Chocolate & Coffee Basket

Housing Colorado

Thursday Policy Luncheon

Two night stay at Park Hyatt- Beaver Creek

Park Hyatt

Friday General Session

How to Enter Visit the exhibit hall during receptions and scheduled breaks prior to each drawing and turn in a ticket with your name on it. Tickets will be collected and drawn from during select sessions.

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715 West Lionshead Circle 路 Vail, Colorado 81657 Phone: 970-476-4444

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InnovAge Develops Affordable Senior Housing and Salutes Housing Colorado!

InnovAge is a nonprofit dedicated to providing seniors and the disabled with a wide spectrum of care. We understand the importance of affordable senior housing and we provide the programs and services to help seniors and the disabled remain living independently: • healthcare and day programs • care management • in-home care • special dementia programs • independent senior housing As a Top Tier Title Sponsor of Housing Colorado and this conference event, InnovAge salutes and congratulates the organization’s staff for the important work they do.

NOW OPEN

InnovAge Senior Housing – Thornton, in north metro Denver, 72 units

InnovAge Senior Housing – Pinewood, located in Aurora, 103 units

Please visit the InnovAge

Senior Housing–Pinewood Senior Housing–Thornton 28

855-487-6768 www.MyInnovAge.org dgoddard@myinnovage.org

exhibit table at the Conference!