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GRANTS AND TAX CREDITS
Obtain vital funding to make your affordable housing and redevelopment project a success
ZONING AND PLANNING PRACTICES
Utilize zoning and planning initiatives as an effective
tool for affordable housing and redevelopment
ATTRACT COMMUNITY SUPPORT
Build coalitions to leverage support for your
community’s needs
PUBLIC-PRIVATE PARTNERSHIPS
Develop a strategic plan to bring public/private
partnerships to your community
February 16–18, 2005 • San Diego, CA • Sheraton Suites San Diego
Agenda & Speaking Faculty
Day One: February 16, 2005
8:00
Conference Registration & Continental Breakfast
8:30

Leadership Panel: Addressing the Affordable Housing and Community Redevelopment Crisis
The need for affordable housing and community redevelopment has never been greater. However, developing or expanding affordable housing and community redevelopment requires considerable funding and support from a wide range of sources including financial institutions, non-profit organizations, community developers, and local, state, and federal governments. Hear emerging issues facing affordable housing and community redevelopment from an all-star panel of practitioners who will discuss the gamut of issues affecting
the affordable housing and community redevelopment market.

Bill Vasquez
, Director, Community Planning and Development Office, U.S. Department of Housing and Urban Development*

Jonathan Parrish
, Community Development Director, Fannie Mae Western Regional Office

Susan Krake
, Housing and Community Development Director, Fannie Mae Western Regional Office

Radhika Fox
, Senior Program Associate, PolicyLink

10:30
Break & Refreshments
10:45

Starting from the Ground Up: Devising a Strategic Planning Framework for Affordable Housing and Community Redevelopment
Hear how to develop and implement a strategic plan for public/private partnerships to bring affordable housing to your community. Identify obstacles and advantages to creating proposals for development of public/private enterprise.
• Learn how to develop and implement a strategic plan for public/private partnerships for affordable housing
• Identify the issues surrounding affordable housing

Benjamin Neumann
, The Performance Institute

12:00
Networking Luncheon
1:00

Track One: Managing Affordable Housing Initiatives
The Case for Inclusionary Zoning

Inclusionary zoning is a proven way to create affordable housing in a community. By requiring developers to allot a percentage of housing units in new developments to low-and moderate-income households, inclusionary zoning can expand the supply of affordable housing in your community.
• Learn the benefits of inclusionary zoning on affordable housing
• Hear the pitfalls and successful strategies to implementing inclusionary zoning

Radhika Fox
, Senior Program Associate, PolicyLink

Track Two: Securing Funding for Community
Redevelopment Initiatives

Navigating Dilemmas of Traditional Funding Streams to Fashion an Effective Financing Strategy for Redevelopment
There are a number of sources communities and developers
can go to for financing for redevelopment projects, each with
their own opportunities and pitfalls. In this session, you will hear
from a leading expert in how to navigate dilemmas presented
by traditional funding sources to create an innovative and
effective financing strategy for your redevelopment project.

Jennifer Vanica, President & CEO, Jacobs Family Foundation & Jacobs Center for NonProfit Innovation

2:00

Track One: Managing Affordable Housing Initiatives
Land Banking: Securing the Future of Affordable
Housing

One of the most pressing problems with affordable housing is due to the diminishing supply of vacant land suitable for housing development. The Land Bank Program implemented in the City of Fort Collins, CO is designed to tackle this ongoing problem by acquiring sites appropriate for affordable housing and holding them long-term until they are needed.
• Hear how the City of Fort Collins, CO has successfully implemented the Land Bank Program to address its future affordable housing needs
• Address the issues of a diminishing supply of vacant land and what it means to the future of affordable housing

Maurice Head, City Planner, City of Fort Collins, Colorado

Track Two: Securing Funding for Community
Redevelopment Initiatives

Grant Incentives for Community Redevelopment
Community revitalization grants are designed to provide funds to local governments to strengthen neighborhoods and rehabilitate homes of low- to moderate-income citizens. Take an in-depth look at the grants and funding available for community development from the United States Department of Housing and Urban Development (HUD).
• Hear about the numerous grants available to fund your redevelopment projects
• Implement proven strategies to combine funding streams to maximize your redevelopment initiatives

William Vasquez, Director, Community Planning and Development Office, U.S. Department of Housing and Urban Development *

3:00
Break & Refreshments
3:15

Track One: Managing Affordable Housing Initiatives
Building Support to Establish a Housing Trust Fund
Florida has the nation’s largest state and local housing trust funds, known as the William E. Sadowski Affordable Housing Act. The Sadowski Act was enacted in 1992 through the efforts of a unique alliance between the public and private sector. The Sadowski Coalition includes industry groups such as the Home Builders and the Realtors, growth management organizations, low income advocates, state and local governments and religious organizations. Learn how this coalition came together and won passage of this landmark legislation that includes both a dedicated revenue source for affordable housing and the creation of various innovative state and local programs that ensure the effective use of the millions of dollars generated annually from the trust funds.

Mark Hendrickson, President, The Hendrickson Company, Financial Advisor to the HFA of Hillsborough County

Track Two: Securing Funding for Community
Redevelopment Initiatives

Community Development Block Grants: Empower
Your Community

The Community Development Block Grant (CDBG) program
was established by the federal Housing and Community Development Act of 1974. The primary objective of the CDBG program is the development of viable urban communities by providing decent housing and a suitable living environment and by expanding economic opportunities, principally for persons of low and moderate income
• Hear how leading communities have successfully implemented CDBGs
• Discover how to combine CDBGs with other grants to fully fund your projects

Ken Waido, Chief Planner, City of Fort Collins, Colorado

4:15
Adjourn
 
Day Two: February 17, 2005
8:30
Continental Breakfast
9:30

Track One: Managing Affordable Housing Initiatives
Funding Update: Latest on HUD Funding Opportunities for Affordable Housing
A look at the grants and funds which are available through the Department of Housing and Urban Development and other agencies for public/private partnership housing development coalitions.
• Hear about the latest funding incentives to support your affordable housing initiatives
• Discover ways to ensure your community acquires this vital funding

William Vasquez, Director, Community Planning and Development Office, U.S. Department of Housing and Urban Development*

Track Two: Securing Funding for Community
Redevelopment Initiatives

Success Stories of the Community Reinvestment Act
Public/private partnerships between non-profit community development agencies and private funding sources can result in a complete revitalization of your neighborhood. Sellsway Street in San Ysidro, California, was a decaying neighborhood on the edge of a thriving business district, but a partnership between a non-profit community development agency, Casa Familiar, private grants motivated by the Community Reinvestment Act (CRA) and funding from the City of San Diego resulted in an attractive, safe, and livable community. Learn how to create successful community development and maintain affordable housing in your community.

David Flores, Rose Fellow, Casa Familiar/Enterprise Foundation

10:45

Track One: Managing Affordable Housing Initiatives
Utilizing Low Income Housing Tax Credits for Affordable Housing
Low Income Housing Tax Credits (LIHTCs) have become by far the most important source of capital subsidy in the development of affordable housing. LIHTCs serve as incentive for individuals and corporations to invest in the construction or rehabilitation of housing for low-income families.
• Discover how LIHTCs help meet the demand for affordable housing
• Learn how LIHTCs can be used in combination with other forms of housing assistance

Lynn Wehrli, Executive Director, California Tax Credit Allocation Committeen

Track Two: Securing Funding for Community
Redevelopment Initiatives

New Markets Tax Credits: A Key Tool for Community
Development

The New Markets Tax Credit program is a federal tax initiative designed to increase the amount of investment capital in low-income communities. It is the most significant federal tax initiative to support community development in nearly 20 years. This new $15 billion program will provide investors — banks, insurance companies, corporations and individuals — with credits against federal income tax in return for new investments in eligible businesses. It is a flexible tool that can be applied to a wide range of qualified business activities, from small business lending to financial counseling to real estate development.

CDFI Fund, U.S. Department of the Treasury*

12:00

Networking Luncheon
1:00

Track One: Managing Affordable Housing Initiatives
Fostering Community Acceptance of Affordable Housing
The development of affordable housing is often a contest between conflicting assumptions, interests and fears among community members. While communities often agree that there is a shortage of decent affordable housing, they are seldom in favor of affordable housing development in their neighborhoods for fear of adverse impacts on property values and community cohesion.
• Hear key strategies to combat community resistance to affordable housing development
• Examine the benefits of creating affordable housing for mixedincome communities.

Betty Padgett
, Community Acceptance Strategies Trainer, Non Profit Housing Association
Julie Bornstein, Executive Director, The Campaign for Affordable Housinge

Track Two: Securing Funding for Community
Redevelopment Initiatives

Recognizing Community Development Financial
Institutions

Community Development Financial Institutions (CDFIs) serve as private-sector, financial intermediaries that focus on community development. While there are several types of CDFIs, all aim at rebuilding businesses, housing and services in neighborhood communities nationwide.
• Hear about the many products and services available through CDFIs to finance your community development projects
• Examine the different sources of funding for CDFIs

Jennifer Vasiloff, Executive Director, Coalition of Community Development Financial Institutions

2:00

Track One: Managing Affordable Housing Initiatives
Fostering Community Acceptance of Affordable Housing (continued)
The development of affordable housing is often a contest between conflicting assumptions, interests and fears among community members. While communities often agree that there is a shortage of decent affordable housing, they are seldom in favor of affordable housing development in their neighborhoods for fear of adverse impacts on property values and community cohesion.
• Hear key strategies to combat community resistance to affordable housing development
• Examine the benefits of creating affordable housing for mixedincome communities.

Betty Padgett
, Community Acceptance Strategies Trainer, Non-Profit Housing Association
Julie Bornstein, Executive Director, The Campaign for Affordable Housing

Track Two: Securing Funding for Community
Redevelopment Initiatives

Best Practices in Using Federal Empowerment
Zones

In an attempt by the Federal government to encourage revitalization of economically distressed urban areas, Federal Empowerment Zones (FEZs) were created; whereby selected areas across the United States would be eligible for special tax incentives and Federal funding. In January 1999, the U.S. Department of Housing and Urban Development (HUD) designated a four square mile section of the City of Santa Ana as a Round II Urban Empowerment Zone.

Melissa Alva
, Economic Development Specialist, Santa Ana Community Development Agency
Cesar Cedeno, Economic Development Specialist, Santa Ana Community Development Agency

3:00
Break & Refreshments
3:15

Innovative Financing in the Preservation of Affordable Housing
Learn how mission oriented developers are preserving and improving existing multifamily housing across the US. Predevelopment lending and actual transactions will be showcased. Learn how to preserve your affordable housing community.
• Strategies for preserving and improving affordable multifamily
housing
• Learn to identify and access loan funds

Michael Bodaken
, President, National Housing Trust Inc.
Evan Becker, RED Capitals

4:15
Conference Adjourns
 
Day Three: February 18, 2005
8:30
Workshop Registration & Continental Breakfast
9:00
Affordable Housing Financing: A Step-by-Step
Guide to Navigating Funding Sources

This workshop is designed to give conference attendees a command of the basic “lay-of-the-land” in financing affordable housing and community redevelopment. Participants will learn where to look for financing and how to navigate the complex processes of securing funding commitments from the private sector, government entities
and philanthropic partners. Three key lessons will be explored through this workshop

Session One: Grants: Securing the Future of Your Affordable Housing Project
At both the federal and state level, agencies abound to provide grants for affordable housing and redevelopment projects. Learn how your community, through public/ private enterprise, can effectively obtain grant requests for your affordable housing venture.
• Determine your funding needs
• Develop strategies for procuring grants
• Assess your eligibility of grant fundingn

Session Two: Forging Effective Public/Private Partnerships
Public/private partnerships have been extremely useful in gathering support and financing for community redevelopment. In this session, examine and learn the ways which organizations and communities have taken to successfully facilitate dialogue and development of public/ private coalitions. Topics covered will include tactics for working together, addressing hurdles and limitations and looking towards long-term affordable housing solutions for your coalition.
• Building coalitions and forging long-term coalitions
• Tactics for working together and involving a variety of
community groupse

Session Three: Conventional Development Financing: Emerging Issues and Market Outlook
Conventional financing remains the most common vehicle for funding affordable housing and redevelopment projects. Nevertheless, market conditions and legal issues do provide for a constantly changing environment. In this session, hear about the
latest developments in conventional financing for redevelopment.
• New market vehicles for affordable housing and redevelopment financing
• Making your case for conventional financing
12:00
Workshops Adjourns

Or by calling us at
703-894-0481
Venue & Hotel

The 2005 Affordable Housing and Community Redevelopment Summit will be held at Sheraton Suites San Diego in San Diego, CA. A limited number of rooms have been reserved at a discounted rate of $129 when reservations are made by January 26, 2005. Please contact the hotel directly at 619-696-9800 to make your reservation, and be sure to ask for the Performance Institute conference rate.

Sheraton Suites San Diego
701 A Street
San Diego, CA 92101

Tuition

The fees for attending the 2005 Affordable Housing and Community Redevelopment Summit are as follows:.

Summit: $1095
Workshop: $395

Group Discounts

Group discounts are available. Please contact Nick Grasso at 703-894-0481 or [email protected]regarding group rates to the 2005 Affordable Housing and Community
Redevelopment Summit.

Administrative Note:
A $150 service fee will be charged on cancellations received less than three weeks from the date of the event. A credit memo will also be sent reflective of that amount, which can be used for a future Performance Institute conference.