Annual Affordable Housing and Community Development Conference
20th Annual San Diego Affordable Housing &
Community Development Conference
"Flexing For the Future: Traveling the Road to Home"

Thursday, October 13, 2011
8:00 a.m. - 6:30 p.m.
Marina Village Conference Center
Mission Bay
San Diego, CA
2011 TITLE SPONSOR

REGISTRATION OPEN:
Click here for Registration. ONLINE ONLY.
Online Registration Closes Tuesday, October 11.
*Please make sure to read each ticket description carefully and choose the appropriate one.
******ATTENDEES:
Please download Conference Information Sheet with map and directions and other information.
Conference Program
Welcoming Remarks
Evan Becker
President, San Diego Housing Federation
Keynote Session
Moderated by David Smith, Recap Real Estate Advisors
CONFERENCE SCHEDULE
8:15 - 9:00 Registration/Breakfast/Exhibits
9:00 - 10:30 Welcome & Keynote Speaker
10:30 - 11:00 BREAK/EXHIBITS
11:00 - 12:15 Workshop Sessions I (6 concurrent tracks)
*Click on workshop titles for a detailed description and speaker list Design & Development: Occupied Rehabs: When Your Construction Site is Also Someone's Home
Conducting an occupied rehab requires intensive coordination between residents, property management, and contractors. This workshop will cover preparing for and resolving tenant issues, coordinating with property management and the general contractor, certifying existing residents and conducting both temporary rehab move-outs and permanent relocation.
- Moderator: Jack Farris, Wakeland Housing & Development Corp.
- David Day, Portrait Homes
- Brett Paulson, Corner Stone Right of Way
- Sochiata Vutthy, Community HousingWorks
- Angelica Muñoz, Wakeland Housing & Development Corp.
Housing Finance: A Conversation with California Tax Credit Allocation Committee
This session will address 2011 Tax Credit Allocation Committee outcomes including the 9% credit competition results; 4% credit activity to date; and some trends relative to prior years. We will also discuss cost containment; geographic apportionments; and federal policy regarding the 9% credit percentage. TCAC staff will also share and receive ideas for regulation changes in 2012.
- William Pavão , California Tax Credit Allocation Committee
- Gina Ferguson, California Tax Credit Allocation Committee
Supportive Housing: Innovative Approaches to Housing the Most Vulnerable
San Diego has embraced groundbreaking approaches to ending homelessness: Providing housing and services to the most frequent users of high cost systems of care, identifying the most vulnerable unsheltered homeless at risk for dying downtown and offering them supportive housing and the creation of the Keys to Housing Toolkit with strategies to end family homelessness. Join our discussion of these initiatives, outcomes to date, and ongoing plans to continue to provide innovative solutions to homelessness in our community.
- Moderator: Simonne Ruff, Corporation for Supportive Housing
- Matthew Doherty, LeSar Development Consultants
- Pat Leslie, Keys to Housing
- Brian Maienschein, Home Again
Housing Operations: Property Financials 101
Your property’s financial statements are an important management tool. This session will help you uncover what your financials are telling you, including how to read your balance sheet and income statement, calculate debt service coverage, and budget appropriately. Panelists will also discuss what your investors are looking for when reviewing your financials, as well as look at the “audited financials,” how to prepare for the audit, and how the audit ties to the limited partnership agreements and the waterfall.
- Moderator: Brian Roberts, Union Bank
- Joan Edelman, Wakeland Housing & Development Corp.
- Candace Holcombe, Newport Pacific
- Jenny Kikuno, Leaf & Cole LLP
Housing Issues: Managing the High Cost of Parking in Affordable Housing Developments
Providing an efficient amount of parking is crucial for any community. However, excessive parking requirements increase development costs, reduce the potential for on-site amenities and create an inefficient use of land. This presentation will discuss a study initiated by the City of San Diego, with funding from the Redevelopment Agency and the San Diego Housing Commission, to examine parking needs in existing Affordable Housing developments and to consider options for customizing parking standards, creating a better match between needs and requirements.
- Moderator: Michele St. Bernard, Redevelopment Agency of the City of San Diego
- Samir Hajjiri, City of San Diego
- Nancy Graham, AECOM
- Bill Hurrell, Wilbur Smith Associates
- Dan Joyce, City of San Diego
PRESENTATIONS/HANDOUTS FOR THIS SESSION:
ManagingParkingCostPresentation
Trends: Greening Your Portfolio
Building owners wishing to reduce energy and water use in multi-family properties face an overwhelming array of opportunities in terms of energy upgrade measures, rebates, grants, and financing programs. This workshop will introduce a tool developed to help multi-family building owners navigate the green retrofit market through identifying property-specific green upgrade opportunities, matching properties to applicable programs, and prioritizing properties within a portfolio. Panelists will also present energy efficiency, renewable energy, and water efficiency programs available to multi-family properties in the San Diego region.
- Elizabeth McCollum, Heschong Mahone Group
- JoEllen Jacoby, City of San Diego
- Agnes Stupak, California Center for Sustainable Energy
12:30 - 1:45 LUNCH
1:45 - 3:00 Workshop Sessions II
Design & Development: Innovative Design Techniques
This session will feature several aspects of innovative design elements of affordable housing. With lighting design, tenants with impaired vision require higher light levels and low-glare fixtures. Learn how designers and facilities managers can improve the economics and energy use of dwelling units and common areas by specifying adaptable lighting. Domestic Hot Water Design Strategies – Learn about cost effective ways to make and deliver hot water for single family and multifamily homes. Learn about tank type, tankless, point-of-use, heat-pump water heaters, and boilers. Advanced Framing Techniques - Advanced techniques can reduce construction costs and utility bills. Learn about Advanced Wall Framing and upcoming energy efficiency code compliance credits for AWF techniques.
- Elizabeth McCollum, Heschong Mahone Group
- Owen Howlett, Heschong Mahone Group
- Eric Kirchhoff, PE, Southern California Gas Company
Housing Finance: Alternative Financing Sources for Affordable Housing
With the uncertainty of redevelopment funding and other sources drying up in these economic times, this panel will examine alternative financing resources for affordable housing. Two experts from top agencies- Department of Housing and Urban Development and California Department of Housing and Community Development will provide details about their current financing programs and will provide some insight as to what to expect in the near future. Audience members will be encouraged to ask questions of these “gurus.”
- Moderator: Lisa Castillo, WNC & Associates
- Kelly Boyer, U.S. Department of Housing & Urban Development
- Cathy Creswell, California Department of Housing & Community Development
Supportive Housing: 20 Years of Supportive Housing: What Have We Learned?
Join us for this interactive discussion of what’s been learned over two decades of supportive housing development and operations, as well as where the industry is headed. CSH is celebrating its 20th anniversary and will discuss the evolution of supportive housing models along with an analysis of the current "state of the industry." Skid Row Housing Trust will share lessons learned over 20 years of providing supportive housing to the most vulnerable homeless in LA. Presenters will highlight models of supportive housing, with a focus on best practices for integrated supportive housing that mixes affordable units with supportive units.
- Jonathan Hunter, Corporation for Supportive Housing
- Mike Alvidrez, Skid Row Housing Trust
Housing Operations: The Newest Fair Housing Trends and Hot Topics
The only thing that never changes is change, especially in fair housing. Don’t get caught off guard! This workshop will provide you with an overview of the issues trending now and currently on the horizon. You’ll be updated on second- and third-hand smoke dangers, the increasing number of hoarding cases, the newest domestic violence laws, direct threats in mental disability situations, medical marijuana use in affordable housing, potential new federally protected classes in discussion now and a brief ADA update.
- Kathleen Belville, Kimball, Tirey & St. John LLP
PRESENTATIONS/HANDOUTS FOR THIS SESSION:
FairHousingTrendsandHotTopics
Housing Issues: LIHTC: Preparing for Year 15 and Negotiating the Transition
Fifteen years sounded like forever when we closed on our first deals. For many of us, though, it’s now just around the corner! Find out what you should be doing to prepare for the Year 15 transition from an operations and legal perspective. Because this workshop features three attorneys, we will focus on the inevitable, yet anxiety-producing, negotiations between the general and limited partner regarding the terms and conditions of the LP’s exit and GP’s continued ownership of the property.
- Moderator: Jahi Akobundu, Strategic Consulting Initiative
- Lina Ericsson, Ericsson Law Group
- Amy DeVaudreuil, Goldfarb & Lipman LLP
- Richard Power, Carle Mackie Power & Ross LLP
Trends: New Tools for Preserving HUD Housing
HUD's Office of Multifamily Housing is in the midst of a major effort to provide new tools to facilitate the preservation of older HUD assisted properties. This workshop will feature a presentation on some of these new tools. The opportunities to use the new tools will be discussed in the context of a recent case study by a representative of the nonprofit owner and the financial consultant who worked helped work through the many issues involved. There will also be time for Q&A with the HUD representative.
- Moderator: Matt Schwartz, California Housing Partnership Corp.
- Margaret Solle Salazar, U.S. Department of HUD
- Mary Jane Jagodzinski, Community HousingWorks
- Paul Beesemyer, California Housing Partnership Corp.
3:00 - 3:30 BREAK/EXHIBITS
3:30 - 4:45 Workshop Sessions III
Design & Development: This Proforma Needs Help! Strategies for Reducing Costs
How can we get the most out of every dollar invested in affordable housing? In this session, a developer presents a hypothetical case study and challenges a contractor, architects, and planners to help him reduce the financing gap and create a proforma that works. We’ll look beyond the traditional “value engineering” that is often focuses only on a downward adjustment in specifications and seek the big ideas that can keep costs down in this era of scarce financing resources.
- Moderator: Dave Gatzke, Community HousingWorks
- Tom Remensperger, Legacy Building Services
- Eric Olsen, AIA, LEED. Thomas Cox: Architects
- Greg Konar, J.H. Douglas & Associates
- John Thatch, Dahlin Group Architecture Planning
Housing Finance: State of the Tax Credit Equity Market
Financing for affordable housing has an uncertain future. This panel will address the current state of the tax credit market. What are the latest trends in the tax credit equity market? Has underwriting criteria changed? What is the impact of the elimination of RDA’s on the equity market? Find out the answers to these and other pertinent questions from local equity market practitioners.
- Moderator: Matt Grosz, Chelsea Investment Corp.
- Lisa Castillo, WNC & Associates
- Matthew Haas, Merritt Community Capital Corporation
- Stacie Altmann, RBC Capital Markets
Supportive Housing: Operating Subsidies in Special Needs Housing
Have you ever been interested in developing housing for special needs populations but wondered what operating sources exist to help cover the costs of operating housing for extremely low-income individuals? This workshop will cover what operating sources currently exist and how you can access them for your special needs housing units. Panelists will discuss what subsidy levels you can expect to receive depending upon such factors as: operating subsidy program type; administrating agency policies; and capital sources and their role in determining rent levels
- Tricia Tasto Levien, Corporation for Supportive Housing
- Pat Getzel, Pat Getzel & Associates
- Kathi Houck, San Diego Housing Commission
Housing Operations: Property Management Challenges
Anyone in property management knows that it is rewarding … and challenging. This session’s panelists will discuss some “real life” scenarios that have come up at their properties and will give perspectives from a legal, management, and owner’s perspective. Topics covered will include smoking, medical marijuana usage, bedbugs and other pests, hoarding, child neglect, and tenant disputes.
- Moderator: Rebecca Louie, Wakeland Housing & Development Corp.
- Kathy Belville, Kimball, Tirey & St. John LLP
- Kay Chiaravalle, ConAm Management Corporation
- Katrina Butler, ConAm Management Corporation
Housing Issues: The Politics of Affordable Housing: What You Won't Learn in Political Science Class
While developers, advocates, and government employees work on housing projects and policies, the deciding factor is in the hands of elected officials. Hear from three veteran politicians on: How are decisions on housing policies and projects really made? What role do lobbyists, watchdogs, and the general public have in the outcome? What influence does staff have? Does compromise in the effort to appeal to both sides really yield good public policy?
- Moderator: Evan Becker, Evan Becker Consulting
- Steven Padilla, Former Mayor of City of Chula Vista
- Lori Holt Pfeiler, Former Mayor of City of Escondido
- Jim Madaffer, Former City of San Diego Councilmember
Trends: Redevelopment: Where Are We?
Entities that partner with redevelopment agencies have had to deal with a sudden reduction in available resources dedicated to affordable housing development. This session will provide an update on how jurisdictions have responded to ABx1 26/27, the suit brought against the State by the California Redevelopment Association and the Court’s subsequent stay. There will also be a review of SB450, new legislation that reforms the Housing set-aside.
- Moderator: Julie Snyder, Housing California
- Janice Weinrick, City of San Diego
- Kevin Reisch, City of San Diego
- Mark Stivers, Consultant to CA State Senate Committee on Transportation and Housing
PRESENTATIONS/HANDOUTS FOR THIS SESSION:
RedevelopmentPresentation
City Attorney Report
RecentRedevelopmentLegislationHandout
SB450FactSheet
5:00 - 6:30 Networking Reception- Celebrating the Conference's 20th Year- No Host Bar and Hosted Light Appetizers
To become a sponsor, click here for the form.
Questions, contact Kelley Dukat at kelley@housingsandiego.org
1st Annual Affordable Housing Institute
Wednesday, October 12, 2011
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