April 8, 2005
LISC is pleased to announce that in June our highly successful Asset and Property Management
and Resident/Site Manager Training Programs will resume. Since the introduction of our first
course offerings, over 250 staff members, representing over 40 CDCs with responsibility for the
management and operation of thousands of affordable housing units have graduated from these
courses. LISC has assembled an excellent team of local practitioners to conduct the trainings,
and the courses have been very effective in providing staff with the information and skills
necessary to improve the operations of their projects.
You are invited to apply to have appropriate staff from your organizations register for these
classes. Descriptions of the course offerings for 2005 along with a class schedule are enclosed
and should guide you in your decision in selecting your staff member to participate and making
the time commitment. We request that all applications be submitted no later than May 13, 2005.
Class registration size will be limited to ensure that the curriculum can be presented in a
comprehensive and hands-on program.
We look forward to your organization’s participation in the upcoming training programs. If you
have any questions you may call Madolyn Jones at 213.240.3140.
ASSET AND PROPERTY MANAGEMENT
Asset and Property Management Class
This is a sixteen- session course that will meet on a bi-weekly basis for full day programs. The
curriculum will include organizational and asset project-based management planning, financial
control and analysis, re-underwriting existing projects, role delineation’s in asset and property
management industry, occupancy and compliance administration, maintenance and
construction responsibilities, resident services, internal and external reporting, tenant relations,
relationships with funders, regulatory agencies and third-party property managers.
Class One Principles of Asset and Property Management Planning
Class Two Organizational and Asset-Based Plan Development
Class Three Financial Management I- Reunderwriting, Analysis
Class Four Financial Management II- Systems and Controls
Class Five Occupancy and Compliance
Class Six Construction & Maintenance I- Construction and Monitoring
Issues/ Rehab Program Administrations/Contracting
Class Seven Construction/Maintenance-Property Inspections Site
Class Eight Resident Services Administration / Tenant Relations
Class Nine Asset-Property Management Role Definitions/Distinctions I -
Class Ten Asset-Property Management Role Definitions/Distinctions II-
Class Eleven Relationships with Funders, Regulators, and Community
Class Twelve Internal and External Reporting Protocols
Class Thirteen Legal Aspects of Asset and Property Management
Class Fourteen Development of Comprehensive Organization Management
Class Fifteen Development of Comprehensive Project Plan
Class Sixteen Certification Test/ Four Hours
ASSET AND PROPERTY MANAGEMENT
Resident/Site Manager Class
This is a nine session course that will meet on a bi-weekly basis for full day programs. The
curriculum will include development of site/project plans, project budgets, financial controls and,
occupancy and compliance administration, marketing and rent-up responsibilities, oversight of
site maintenance, physical and unit inspections, resident services, reporting, tenant relations,
and relationships with property supervisors.
Class One Fundamental Responsibilities and Scope of Site Manager
Class Two Financial I- Understanding Project Budget- Role of Manager in
Class Three Financial II Purchasing and Monitoring & Controlling Expenses
Class Four Maintenance I- Fundamentals of Site Program-Routine Work,
Class Five Maintenance II- Contractor Oversight, Staff Supervision,
Class Six Occupancy I- Marketing Renting Units, Regulatory Agreements
Class Seven Occupancy II- Compliance- Best Practices-Administrative
Responsibilities, Recordkeeping Regulatory Requirements
Development of Project Administrative Plan
Class Eight Supportive Services; Resident Service/ Tenant Relations
Class Nine Review/ Certification Examination
TENTATIVE CLASS SCHEDULES
Asset Management Class
June 22, 2005 October 5, 2005 February 1, 2006
July 6, 2005 October 19, 2005 February 15, 2006
July 20, 2005 November 2, 2005
August 3, 2005 November 16, 2005
August 17, 2005 December 7, 2005
September 7, 2005 January 4, 2006
September 21, 2005 January 18, 2006
Resident Manager Class
June 24, 2005 October 7, 2005
July 8, 2005 October 21, 2005
July 22, 2005
August 5, 2005
August 19, 2005
September 9, 2005
September 23, 2005
ASSET AND PROPERTY MANAGEMENT
All applications should be typed within the spaces provided. If additional space is needed,
attach a separate sheet with the number of the question and answer clearly identified. All
applications are due by 5:00 p.m. on Friday, May 13, 2005. Early submissions will be
greatly appreciated. For an electronic copy of the application, please go to our website at
www.lisc.org/los_angeles under 2005 Asset and Property Management Application.
Submit mailed applications to: LISC Los Angeles
1055 Wilshire Blvd., Suite 1600
Los Angeles, CA 90017
Submit electronic applications to:
I. APPLICANT SUMMARY
A. Organizational Background
1.Name of Organization:
4. Executive Director: Since:
5. Staff person who will participate in the training program:
7. Please describe your organizations development, ownership, and management portfolio
A. Number of projects: units: developed.
B. Number of projects: units owned.
C. Number of projects: units managed.
8. Does your organization do self-management or use a third party management
A. If third party management company please provide name:
9. Describe the corporation's current activities and accomplishments during the past year
Please respond to questions 10 and 11 only if your organization has not had any
grant or loan activity with LISC.
10. Briefly describe the organization's history.
11. Describe the organization's mission/goals/objectives.
II. STAFF PERSON PARTICIPATING IN TRAINING PROGRAM
Years With Organization:
Any Previous Management Training:
Please Indicate the Course for which you are applying:
1. Asset and Property Management Training
2. Resident/Site Manager Training
1. Describe what you currently do at the organization and how this course fits in with your
current responsibilities and position.
2. Please describe your previous experience working with Asset and Property/Resident
Management. What experience, skills and understandings can you contribute?