1. © Copyright 2009 Nan McKay & Associates Earned Income Disallowance © Copyright 2008 Nan McKay & Associates Housing Help Sessions Name of session – date of session NMA Host: Trainer Enter your name here © Copyright 2009 Nan McKay & Associates Earned Income Disallowance © Copyright 2008 Nan McKay & Associates Housing Help Sessions Physical Needs Assessment and the 5-Year Plan for Capital Improvements – May 22, 2009 NMA Host: Trainer Jay Ortenzo © Copyright 2009 Nan McKay & Associates

2. Housing Help Sessions Physical Needs Assessment and the 5-Year Plan for Capital Improvements – May 22, 2009 Slide 2 Learning Objectives  Recognizing the importance of a PNA  Identify what data a PNA must include  Identify the difference of repairs, replacements, and significant maintenance  Understanding the relationship of the PNA to the viability/sustainability of the property  Apply PNA information to short & long term planning

3. © Copyright 2009 Nan McKay & Associates Housing Help Sessions Physical Needs Assessment and the 5-Year Plan for Capital Improvements – May 22, 2009 Slide 3 Learning Objectives  Making “Green” fit your plan what are sustainable materials  Understanding the use of “Performance Contracting” to stretch dollars  Applying your data to the 5 year plan

4. © Copyright 2009 Nan McKay & Associates Housing Help Sessions Physical Needs Assessment and the 5-Year Plan for Capital Improvements – May 22, 2009 Slide 4 PNA Purpose  The purpose of the PNA is to identify & provide cost estimates for;  Immediate physical needs  Physical needs over the expected building viability term

5. © Copyright 2009 Nan McKay & Associates Housing Help Sessions Physical Needs Assessment and the 5-Year Plan for Capital Improvements – May 22, 2009 Slide 5 PNA Intent of Inspection  Inspections include;  Building site  Building structure  Standards of condition or compliance;  Building codes  UPCS  Accessibility

6. © Copyright 2009 Nan McKay & Associates Housing Help Sessions Physical Needs Assessment and the 5-Year Plan for Capital Improvements – May 22, 2009 Slide 6 PNA Standards  Mandatory standards must be met when a component does not function or is not serviceable  Project specific standards met where determined by individual project need

7. © Copyright 2009 Nan McKay & Associates Housing Help Sessions Physical Needs Assessment and the 5-Year Plan for Capital Improvements – May 22, 2009 Slide 7 PNA Data Collection  What tools are available  Paper/form based  Automated/computer based  What information is collected

8. © Copyright 2009 Nan McKay & Associates Housing Help Sessions Physical Needs Assessment and the 5-Year Plan for Capital Improvements – May 22, 2009 Slide 8 PNA Data Collection  Repairs, Replacement, Capital Needs  What is eligible?  What is ineligible?

9. © Copyright 2009 Nan McKay & Associates Housing Help Sessions Physical Needs Assessment and the 5-Year Plan for Capital Improvements – May 22, 2009 Slide 9 PNA Data Collection  Health and Safety  Systems Integrity  Energy Conservation

10. © Copyright 2009 Nan McKay & Associates Housing Help Sessions Physical Needs Assessment and the 5-Year Plan for Capital Improvements – May 22, 2009 Slide 10 PNA Analysis  What will the preliminary hard cost be?  What will the per unit hard cost be?

11. © Copyright 2009 Nan McKay & Associates Housing Help Sessions Physical Needs Assessment and the 5-Year Plan for Capital Improvements – May 22, 2009 Slide 11 PNA Analysis  How is a reasonable cost determined?  What is “Total Development Cost” (TDC)  How does TDC affect rehabilitation feasibility analysis  Is there a feasibility threshold (90% or less of TDC)

12. © Copyright 2009 Nan McKay & Associates Housing Help Sessions Physical Needs Assessment and the 5-Year Plan for Capital Improvements – May 22, 2009 Slide 12 Make it Green  Sustainability Products, Materials, Practices Roofing materials Countertops & Cabinets Plumbing fixtures Paints & Coatings

13. © Copyright 2009 Nan McKay & Associates Housing Help Sessions Physical Needs Assessment and the 5-Year Plan for Capital Improvements – May 22, 2009 Slide 13 Making it Green  Energy conservation (CF, PC) Reducing consumption through Products, Materials, Practices Lighting fixtures Appliances Building efficiency Human factor

14. © Copyright 2009 Nan McKay & Associates Housing Help Sessions Physical Needs Assessment and the 5-Year Plan for Capital Improvements – May 22, 2009 Slide 14 5 Year Plan  Linking the data to your 5 year plan PNA Sustainability plan Energy plan  Linking the 5 year plan to the long term goal

15. © Copyright 2009 Nan McKay & Associates Housing Help Sessions Physical Needs Assessment and the 5-Year Plan for Capital Improvements – May 22, 2009 Slide 15 Questions?

16. © Copyright 2009 Nan McKay & Associates Housing Help Sessions Physical Needs Assessment and the 5-Year Plan for Capital Improvements – May 22, 2009 Slide 16 Upcoming Housing Help Sessions  05/29/09 – Creating & Managing a Housing Nonprofit  06/05/09 – HCV Owners  06/12/09 – PHAS for Property Staff