Trainings & Other Documents*

Board and Staff Roles in Financial Management of CDCs

Presented jointly by Kay Sohl Consulting and the Community Development Law Center in Medford on November 13, 2008, Portland on January 16, 2009, and Corvallis on March 12th, 2009.
    Board Roles and Responsibilities (Word)
    Financial Management for CDCs (PowerPoint)

Restructuring and Repositioning Affordable Housing Projects

Presented jointly by the Housing Development Center (www.hdc1.org) and the Community Development Law Center in Corvallis on June 19, 2008.
    PowerPoint Presentation
    Exhibits
      Summary of net cashflow and operating expense to revenue ratios
      Solving Vacancy Issues char
      Instructions_for_15 Year_Projections
      Blank 15-Year Property Projections and Financial Indicies (Excel)
      Sample 15-Year Property Projections and Financial Indicies (Excel)
      Clara Vista Affordable Housing Finance Article

Preservation of Federally Assisted Housing

Webcast presented on May 23, 2007
    PowerPoint Presentation
    Case Studies-provided by Oregon Housing and Community Services Department
      Housing Conference Study 1 (Excel)
      Housing Conference Study 2 (Excel) Presentation Narrative (Word)

Board and Staff Roles in Financial Management of CDCs

Presented jointly by TACS (www.tacs.org) and the Community Development Law Center Corvallis on November 9, 2006 and Portland on April 19, 2007
    Board Roles and Responsibilities (Word)
    Financial Management for CDCs (PowerPoint)

Affordable Housing Finance

Presented on December 14, 2006 in Corvallis, Oregon
    Power Point Presentation
    Exhibits
      Housing Finance Crossword Puzzle
      RD Project Overview
      RD Project Pro Forma Sample (Excel)
      LIHTC projects after Year 15
      Year 15 Resyndications
      Year 15 Definitions

Construction Management Training

Presented on September 28, 2006 in Corvallis, Oregon
    Power Point Presentation- Construction Management
    Power Point Presentation- Case Study: Camas Commons
    Key Contract Provisions

    Sample Forms and Documents
      Completion Notice
      Construction Team Minutes
      Contractor RFP
      LIEN WAIVER conditional.unconditional
      Lien waiver_final_sub
      Notice to proceed
      Phase I RFP - existing building
      PreConstruction Conference Agenda Form
      Punch List
      Substantial Completion

Developing an Asset Management Plan

Presented June 8, 2006 in Corvallis, Oregon
    Power Point Presentation
    Asset Management Plan
    Asset Management Resource List
    CHAM Checklist
    Sample Capital Needs Assessment
    Measuring Property Performance

Housing Development and Finance

presented October 27, 2005 in Eugene, Oregon
    PowerPoint Presentation
    Development process Checklist
    Development Process Matrix
    Common Housing Subsidies
    Property Tax Exemptions

Asset and Property Management- The Basics

presented in Eugene Oregon on December 1, 2005
    Power Point Presentation
    Asset Management Outline
    Model Property Management Agreement
    Asset Management Plan

*The Community Development Law Center has available various educational documents that have been prepared to assist nonprofit housing and community development. These documents may be time sensitive and not current as to law, policy or practice. Training materials were prepared by the Community Development Law Center under a contract with the Neighborhood Partnership Fund with funding provided by the U.S Department of Housing and Urban Development. CDLC provides this material for information purposes only. CDLC grants permission to nonprofit community-based organizations to reproduce and/or adapt this document for their own use. These documents and training materials are available by contacting the CDLC.