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Homes and Community Renewal

2008-B-02: Housing Information and Resource Conference

To: All Housing Companies
     Owners, Managing Agents and Site Managers

From: David Cabrera, Deputy Commissioner

Date: February 1, 2008

Subject: Housing Information and Resource Conference

Attached are the list of Workshops and the Registration Form for our Housing Information and Resource Conference scheduled to take place from April 2-4, 2008 at the Sagamore Hotel and Conference Center located on Lake George in Bolton Landing, New York. The rates quoted on the attached Registration Form are based on a full conference package that includes:

A block of guest rooms has been reserved at the Sagamore Hotel and Conference Center for the nights of April 2nd and 3rd. Since participants are responsible for making lodging arrangements directly with the hotel, please mail the attached registration form to Sagamore Reservations Department, P.O. Box 450, Bolton Landing, NY 12814-0450; or fax this form to 518-743-6211, by March 3, 2008.

Please note that although the registration form mentions children, children will not be allowed to attend any of the Conference activities. To learn more about the Sagamore you can visit their website at:

This is an eligible housing company expense chargeable to account #6390. The total allowable cost for each housing company will be determined at the time of registration.

If you have any questions regarding this Conference, you may contact Linda Kedzierski, Federal Coordinator, at (212) 480-2021, or email her at

- David B. Cabrera

Housing Information and Resource Conference

Preservation Strategies for Mitchell-Lama Housing Companies Panel Discussion

David Cabrera, Deputy Commissioner
Richmond McCurnin, Assistant Commissioner
Francine Kellman, NYS HFA

Many of our Mitchell-Lama housing companies may wish to; reduce their debt service in order to meet expenses with minimum rent increases; raise additional funds for current capital improvements; or bolster reserve funds for future capital improvements. This workshop will discuss State Preservation initiatives.

Preparing for the REAC Inspection

David Buchwalter, AdCar
Gail Badger-Morgan, Marion Scott Real Estate Inc.
Jamey Arcara, REAC Center, HUD Washington

This seminar is designed to familiarize owners, management staff, and on-site maintenance personnel with various procedures, operational modifications and tips that can help ensure that their developments receive a passing REAC score. The presenters, who are experts in the REAC protocols will clarify what the inspector is looking for, as well as provide a few "inspection day" strategies that could add points to a housing company's score.

A & E - We're Here for You

Larry Janota (Acting Director), Nestor Kyritsis, Ralf Torke

The Architecture and Engineering Bureau of DHCR can provide your site with the expertise of its licensed professionals for a pre-inspection, or post inspection effort driven by established protocols. All building site components and systems could be evaluated ahead of time to better prepare your site for the "inspection day". In the event that a failing grade is unavoidable, the A & E team can assist in calculating repair estimates and in devising solutions to help your site achieve a passing score.

Housing Preservation in Federally Assisted Mitchell-Lama and Other Federally Assisted Properties

John L. Kelly, Stephen J. Wallace, Joseph P. Lynch (Nixon, Peabody, LLP)

This workshop will discuss the trends in housing preservation involving federal assistance, including Section 236 interest subsidy reduction, Section 202 Direct Loan refinancing and the restructuring of properties that have completed HUD's Mark-to- Market program. This workshop will explain the roles of DHCR and local housing agencies, and detail the issues that arise in these transactions. This workshop will also provide housing updates from a Washington D.C. and New York State perspective.

Effective Time Management

Richard Washburn, Director, Office of Training and Development

Just because you're on time, doesn't mean that you're on schedule. DHCR's Office of Training and Professional Development (TPD) has been helping housing professionals take the first steps in organizing their work and personal schedules. This workshop will discuss techniques to identify "time wasters" and their possible causes, and strategies for using available time more effectively. In addition to identifying ways to improve time management, the course will also identify how some of the techniques used can help increase productivity and possibly relieve stress.

Managing Stress

Richard Washburn, Director, Office of Training and Development

What is stress? Stress helps us to meet life's challenges, but too much can hurt mentally and physically. This workshop is designed specifically for busy and rushed housing professionals both in the public and private sectors. Problems, conflicts, illness, and deadlines, regardless of where they originate, affect all of us at the office. This course is designed to acknowledge the factors of stress and to help manage them. The material discussed in this session is informational and not intended as a substitute for the expertise and judgement of a qualified health-care professional. The National Institutes of Health, U.S. Centers for Disease Control, and the Channing Bete Company ® self-care series of books contributed to the data used in this workshop.

Round Table Discussion - Changes in Mitchell-Lama Regulations

David Cabrera, Deputy Commissioner

Open discussion of the proposed changes in the Mitchell-Lama regulations, particularly in regard to Procurement, Occupancy Requirements and Waivers, and Tenant Selection. Moderated by Deputy Commissioner David Cabrera, this format will encourage audience participation, discussion, and input as we enter into a new era of simplified, less onerous, and ultimately more relevant Mitchell-Lama housing regulations.

New Protocols for the DHCR Field Visits in 2008

Susan Caughron, Ellen Irizarry, Lois Ruderman - Office of Housing Management

In 2008, DHCR's field visits will place renewed emphasis on Tenant Selection, Financial Administration and Heating Plant Operation. This workshop will present the new protocols that DHCR will follow during the field visits. This more comprehensive review will be the basis for future evaluations of our Housing Companies.

Board of Directors in State-Supervised Mitchell-Lama Co-Ops

Denise Snyder, Office of Housing Management

Board members play an important role in State-Supervised Mitchell-Lama Co-ops. The workshop will discuss the basic role, responsibilities and powers of The Board of Directors and explain the role of DHCR and the professionals hired by the housing company.

How to Improve Your Score on the 2007 Management & Occupancy Review (MOR) - Update for 2008

Linda Kedzierski, Margaret Feml, Office of Housing Management

This two-part workshop will offer practical advice to our Owners and Managing Agents on how they can prepare their site(s) for the HUD 9834 Management and Occupancy Review.(MOR). It is essential for housing company management staff who manage our Federally Assisted housing developments to attend this updated training. Training in the audit process will instruct the Federally Assisted developments in how to comply with HUD requirements, thereby assuring continuation of funding. This training will be divided into two sessions:

Office of Fair Housing and Equal Opportunity

Cecil C. Brown, Director, Office of Fair Housing and Equal Opportunity
Christine Newell, Pauline McGill, Jeanette South

DHCR's Office of Fair Housing and Equal Opportunity is responsible for promoting the participation of minority and women-owned businesses in contracts let by DHCR, and oversight of fair housing activities and monitoring. This workshop will be divided into three parts and will present the key requirements which govern :1) Affirmative Marketing Plans; 2) HUD Section 3 of the Fair Housing and Urban Development Act of 1968; and 3) Minority and Women-Owned Business Enterprise participation.

Case Studies in Mixed Finance and Refinanced Redevelopments Part A & B

Timmon M. Favaro & Steven J. Weiss, (Cannon Heyman & Weiss, LLP)

Fair Housing Seminar

Daniel Bancroft (Broderick, Bancroft & Goldberg)

Given by an attorney, this workshop will discuss in detail: 1) how to select residents and enforce the lease without discriminating; 2) what to do when one resident claims another resident discriminated against him or harassed him because of his race, religion, disability, familial status, national origin, or sex; 3) what a "reasonable accommodation" is and when a requested accommodation is not reasonable; and 4) how fair housing laws apply to the application process, period of occupancy, and the eviction process. This workshop will be in a non-confrontational setting in which staff can ask the attorney about fair housing issues that have come up at a particular site.

The Cost/Benefit Equation of Refinancing

Jacqueline Robotti, Timothy Dormady - Section 8 Project Based Program
Barbara Higbee - Partner, Higbee Development
Nikki Ferguson - Director of Housing, Embury Apartments

Many factors need to be considered before undertaking the complicated and stressful process of refinancing and retooling your project. What are the costs and benefits to the Board, tenants and to the physical asset, itself? Building upgrades can address accessibility problems, energy efficiency and safety issues but is the process worth the disruption and hassle? Will refinancing net you the cash and physical improvements to guarantee longevity and make it worth while? The answer is most likely "yes", but being prepared for what lies ahead is the key. A panel of development specialists and housing professionals who have lived through the process will provide the framework for you to make informed decisions.

View PDF version of Memorandum 2008-B-02 for Registration Form.

Last updated on 05/20/10