April 8, 2005



Dear Colleagues:

LISC is pleased to announce that in June our highly successful Asset and Property Manag...
ASSET AND PROPERTY MANAGEMENT
                            COURSEWORK DESCRIPTIONS



                          Asset and P...
ASSET AND PROPERTY MANAGEMENT
                            COURSEWORK DESCRIPTIONS


                                Reside...
TENTATIVE CLASS SCHEDULES

                            Asset Management Class

June 22, 2005           October 5, 2005    ...
APPLICATION

Instructions:

All applications should be typed within the spaces provided. If additional space is needed,
at...
A. Number of projects:       units:      developed.

       B. Number of projects:       units       owned.

       C. Num...
II. STAFF PERSON PARTICIPATING IN TRAINING PROGRAM

Name:            

Title:           

Years With Organization:        ...
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Asset and Property Training Program Application

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Asset and Property Training Program Application

  1. 1. April 8, 2005 Dear Colleagues: 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. Sincerely, Neelura Bell Neelura Bell Program Director Attachments 1
  2. 2. ASSET AND PROPERTY MANAGEMENT COURSEWORK DESCRIPTIONS 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 Maintenance Programs Class Eight Resident Services Administration / Tenant Relations Class Nine Asset-Property Management Role Definitions/Distinctions I - Planning Class Ten Asset-Property Management Role Definitions/Distinctions II- Class Presentations 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 Plan Class Fifteen Development of Comprehensive Project Plan Class Sixteen Certification Test/ Four Hours 2
  3. 3. ASSET AND PROPERTY MANAGEMENT COURSEWORK DESCRIPTIONS 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 Budgeting Class Three Financial II Purchasing and Monitoring & Controlling Expenses Class Four Maintenance I- Fundamentals of Site Program-Routine Work, Recordkeeping/Controls Inspections Class Five Maintenance II- Contractor Oversight, Staff Supervision, Inventory/Supplies 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 3
  4. 4. 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 4
  5. 5. APPLICATION Instructions: 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: Madolyn Jones mjones@lisc.org _______________________________________________________________________ I. APPLICANT SUMMARY A. Organizational Background 1.Name of Organization: 2.Address:             3.Telephone:       Fax:       4. Executive Director:       Since:      5. Staff person who will participate in the training program: Name:       Title:      6. Community/TargetArea:      7. Please describe your organizations development, ownership, and management portfolio 5
  6. 6. 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 company?       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.       6
  7. 7. II. STAFF PERSON PARTICIPATING IN TRAINING PROGRAM Name:       Title:       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?       7

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