Standard trainings from the California Housing Partnership have a pre-set curriculum and take place several times a year.
General Schedule
Year | Q1 | Q2 | Q3 | Q4 |
2023 | LIHTC 101 & 201 (Feb) | Affordable Homes At Risk: Preservation Challenges and Opportunities (Apr) | LIHTC 101 & 201 (Sep) | Tax-Exempt Bonds 101 (Nov) |
2022 | LIHTC 101 & 201 (Feb) | Multifamily Energy Efficiency Upgrade Programs (Apr)
Solar 101 Institute (May) |
Tax-Exempt Bonds 101 (Dec) |
LIHTC 101 Training
Host: The California Housing Partnership
Introduces the basic fundamentals of the federal Low Income Housing Tax Credit (LIHTC) program.
- What is a tax credit?
- Federal eligibility and affordability requirements
- Differences between 9% and 4% credits
- Calculating LIHTC credits and equity
- Basic ownership structure of a limited partnership
An interactive group activity using breakout rooms is incorporated within the training to provide a practice exercise on key concepts.
LIHTC 201 Training
Host: The California Housing Partnership
Builds on the LIHTC 101 foundational training to provide an overlay of specific requirements for developments in California.
- California state tax credits
- State eligibility and affordability requirements
- Threshold Basis Limits
- TCAC underwriting requirements
- Competitive 9% LIHTC allocation system
An interactive group activity using breakout rooms is incorporated within the training to provide a practice exercise on key concepts.
Tax-Exempt Bonds 101 Training
Host: The California Housing Partnership
Introduces the basics of using tax-exempt bond financing in affordable housing developments and provides an overview of California’s competitive allocation process.
- What is a tax-exempt bond and why are they used?
- Deal structure and participants
- Technical requirements: 50% Test, Good costs vs. Bad costs
- Process of obtaining a bond allocation
- Competitive CDLAC scoring system
An interactive group activity using breakout rooms is incorporated within the training to provide a practice exercise on key concepts.
Solar 101 Institute
Host: The California Housing Partnership, AEA, and SOMAH
A free training program during Affordable Housing Month in May
PART I: Intro to Solar PV for Multifamily Affordable Properties
Part I focuses on the basics of solar photovoltaics (PV) and breaks down important considerations for the pre-development, installation, and post-installation phases.
PART II: Solar PV Implementation Case Studies and Financing Forum
Part II consists of a sample project feasibility analysis and peer share by affordable housing providers who have implemented solar installations, followed by a forum for questions and answers with contacts from California’s affordable housing solar financing programs.
Testimonials from Attendees
“This was a great refresher course for me after a few years away from the LIHTC lens.”
-LIHTC 101 Training ParticipantAfter taking LIHTC 101 and 201, I was able to connect many concepts on a tax credit project I recently joined!
-LIHTC 101 & 201 Training Participant