Standard Trainings

Standard trainings from the California Housing Partnership have a pre-set curriculum and take place several times a year. 

UPCOMING TRAININGS & BRIEFINGS

 

 

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

Square icon LIHTC 101Introduces 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

Square icon LIHTC 201Builds 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

icon Tax Exempt Bonds 101Introduces 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

Solar 101

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 Participant

After 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