2024-2025 California HDTI Application

1. Application Instructions

Please complete the following application form. Only applications submitted here will be accepted. Applications are due by 5pm on July 31, 2024. The application form will close after the deadline. If you need to complete your application in more than one sitting, please save your application along the way. You will be emailed a link that you should use to resume your application. Please fully complete all required fields and submit attachments as directed in the application.

*Supervisors: Please be prepared to submit a statement at the end of this application discussing how the applicant will benefit from, and what they would offer to the program, if selected to attend LISC's Housing Development Training Institute. Please also describe how the training relates to projects that the applicant is currently working on.

If you have any questions regarding the application form, please contact your local program officer for your region:

Los Angeles: Emy Farrow-German, efarrowgerman@lisc.org
Bay Area: Bryant Duong, bduong@lisc.org
San Diego: Jimmy Chen, jchen2@lisc.org
Rural: Keegan McChesney, kmcchesney@lisc.org

Organizations are limited to no more than 2 applicants for the 2024 program year. Please read the full program description here for more details.

Attendance at all sessions is a program expectation. Please confirm candidates are available to participate in all sessions.

HDTI 2024-25
Orientation + Mixer – Los Angeles/San Diego, In-Person	September 24, 2024
Orientation + Mixer – Bay Area, In-Person	September 26, 2024
Fall 2024 (Part I) Virtual	October 22-25, 29-31, 2024
Computer Session I + Mixer – Los Angeles/San Diego, In-Person	November 19, 2024
Computer Session I + Mixer – Bay Area, In-Person	November 21, 2024
Winter 2024 (Part II) Virtual	January 21 -24, 28-30, 2025
Computer Session II + Mixer – Los Angeles/San Diego, In-Person	March 25, 2025
Computer Session II + Mixer – Bay Area, In-Person	March 27, 2025
Spring 2025 (Part III) - Bay Area, In-Person	May 6-8 (Virtual), 13-15 (In-Person w/ virtual option)

LISC's 2024 Housing Development Training Institute is made possible by:

1. Applicant's Region

Applicant First Name

Applicant Last Name

Job Title

Your Email Address

Please select your local LISC office:

2. Organizational Background

Name of Organization

Organization Address

Organization Phone Number

Organization Website

Organization Executive Director

Number of years the Executive Director has been with the organization

Housing Development Director

Year of incorporation

Is your organization a 501(c)(3) nonprofit?

Are you a current LISC borrower, grantee, or both?

Organization's Community/Target Area

Number of board members

Number of residents/constituents on board

Is the organization's board of directors majority persons of color?

YesNoPrefer not to answer

Does the organization's Executive Director identify as a person of color?

YesNoPrefer not to answer

Number of units developed/rehabilitated (Rental)

Number of units developed (Homeownership)

3. Organizational Background Cont'd

Please respond to each of these questions in a few succinct sentences or bullet points.

3.1 Highlight the reasons why your organization is applying for the training program, the potential benefits for your organization and community in which you work, and anticipated quantifiable accomplishments.

3.2 Please describe the organization's affordable housing development recent successes and types of projects the organization is pursuing. (You will be asked to include your organization's development pipeline as an attachment to your application.)

3.3 Describe the organization's history and mission.

3.4 Describe the organization's current activities and specific accomplishments during the past year.

3.5 Where does your organization want to be in five years, in terms of community development activities, communities served, DEIJ goals, and organizational capacity?

3.6 Fiscal Year End

3.7 Annual operating budget for this fiscal year

3.8 Annual operating budget last fiscal year

8. Other Experience

8.1 Financial/Development Consultant used for project(s) (if any)

8.2 Proformas

Please indicate if you currently work with excel/other software for:

Project financial projections (proforma):

Your role:

Does your organzation have a standard proforma format?

8.3 Construction Draws

Please indicate if you currently work with excel/other software for:

Construction draws:

Your role:

Does your organzation have a standard construction draw format?

8.4 Monthly project financials

Please indicate if you currently work with excel/other software for:

Monthly project financials:

Your role:

Does your organzation have a standard monthly project financials format?

8.5 Development Schedule

Please indicate if you currently work with excel/other software for:

Development schedule:

Your role:

Does your organzation have a standard monthly development schedule format?

9. Other Experience cont'd

Please indicate your level of understanding and practical application of working with tax credit and bond financing for affordable multifamily housing developments. Feel free to note if you have had some varying degree of experience in the area mentioned below.

9.1 How would you describe your level of knowledge of the Low Income Housing Tax Credit program?

9.2 Have you worked directly on a 9% LIHTC application?

9.3 Have you worked directly on a 4% LIHTC/Bond application?

9.4 Do you know how to use a financial calculator?

9.5 How would you rate your excel skills?

9.6 Any comments you would like to provide for questions 9.1 - 9.5?

10. Uploads

Please upload the following documentation:

Applicant's resume

Proforma for your main project (Project #1 in question 7.1)

Organizational chart

Organization's development pipeline

Supervisor's statement: Please discuss how you think the applicant will benefit from and what they would offer if selected to attend HDTI. Describe how the training relates to projects that the applicant is working on. Additionally, describe how you and your team will provide the applicant with the necessary time and support they need to focus solely on HDTI during class sessions.

Final Step: Please review the information below, e-sign and submit your application:

Thank you for completing your application. Please click 'Submit' below to complete your submission.

By signing your name and submitting the application below, you confirm that you have read the LISC 2024 HDTI Program Description and agree to the Program Guidelines, Participant Expectations, and payment of the Program Fee upon acceptance.

Applicant's Name

Supervisor's Name

Date