👩🏾‍🏫Taught by Doreatha Page, MA
COSCFS
🔗 doreatha.carrd.co
Module 7

AFHMP Implementation & Monitoring

Putting your plan into action and tracking effectiveness

⏱️ Duration: 50 minutes📚 3 Lessons
Lesson 1

Implementation Steps

Before Accepting Applications

  • Submit AFHMP to HUD for approval
  • Wait for HUD written approval
  • Train all staff on AFHMP requirements
  • Develop marketing materials with EHO logo
  • Establish partnerships with community organizations
  • Set up record-keeping systems
  • Begin marketing campaign (60+ days before lease-up)
Do NOT begin accepting applications until HUD approves your AFHMP.

During Initial Lease-Up

  • Implement multi-channel marketing campaign
  • Track all inquiries and applications
  • Monitor demographics of applicants
  • Conduct ongoing community outreach
  • Partner organizations actively referring
  • Documentation of all activities
  • Adjust marketing if demographics don't match goals

Ongoing Operations

  • Maintain continuous marketing presence
  • Keep partnerships active
  • Quarterly demographic analysis
  • Annual comprehensive AFHMP review
  • Update marketing strategies as needed
  • Staff training refreshers
  • Submit updates to HUD every 5 years

🔑 Key Points

  • HUD approval required before accepting applications
  • Implementation begins before lease-up
  • Continuous monitoring and adjustment required
  • 5-year updates mandatory
Lesson 2

Tracking and Measuring Success

Effective AFHMPs include metrics to measure progress toward fair housing goals.

Key Metrics to Track

  • Applicant demographics by protected class
  • Tenant demographics vs. market area
  • Source of applicants (how they heard about property)
  • Marketing reach by channel and demographic
  • Outreach event attendance and demographics
  • Partnership referral numbers
  • Website traffic and engagement
  • Inquiries vs. applications vs. lease signings
  • Reasonable accommodation requests
  • Discrimination complaints

Data Collection Methods

  • Voluntary demographic questionnaires
  • "How did you hear about us?" on applications
  • Marketing tracking codes/links
  • Event sign-in sheets
  • Partnership referral forms
  • Website analytics
  • Inquiry and tour logs
Demographic data collection must be voluntary and separate from the application. Never use for selection decisions.
Example:
Sample Quarterly Report:

Quarter: Q1 2024

Applicants: 45
- Hispanic/Latino: 35% (market area 42% - target exceeded)
- White: 40% (market area 35%)
- Black: 20% (market area 18%)
- Asian: 5% (market area 4%)

Sources:
- Online: 60%
- Community referral: 25%
- Drive-by: 10%
- Other: 5%

Outreach:
- 3 community events attended
- 200 brochures distributed
- 2 new partnerships established

Actions:
- Continue Hispanic outreach (on target)
- Increase online presence
- Develop partnership with Asian community center

🔑 Key Points

  • Track demographics of applicants and tenants
  • Measure marketing effectiveness
  • Document all outreach activities
  • Use data to adjust strategies
Lesson 3

Annual Review and Updates

AFHMPs require annual internal review and updates every 5 years or when significant changes occur.

Annual Review Checklist

  • Compare tenant demographics to market area
  • Assess effectiveness of marketing channels
  • Review partnership productivity
  • Evaluate outreach event success
  • Analyze reasonable accommodation requests
  • Review any discrimination complaints
  • Check staff training compliance
  • Verify record-keeping completeness
  • Assess budget utilization
  • Identify areas for improvement

When to Submit Updates to HUD

  • Every 5 years (mandatory)
  • Significant change in market area demographics
  • Change in property ownership or management
  • Change in property use or target population
  • Substantial property rehabilitation
  • When HUD requests an update
  • If current plan not achieving goals
Mark your calendar for the 5-year update deadline. Late submission can jeopardize HUD financing.

Update Submission Process

  • Review and update market area analysis
  • Update demographic data with latest census
  • Revise marketing strategies based on effectiveness
  • Update community partnerships
  • Document changes and improvements made
  • Submit to HUD Regional Office for approval
  • Wait for written approval before implementation
Example:
Annual Review Summary:

Date: December 15, 2024
Property: [Your Property Name]

Achievements:
✓ Tenant demographics closely match market area
✓ All staff completed training
✓ 12 outreach events attended
✓ 5 active community partnerships
✓ All marketing materials compliant

Challenges:
⚠ Asian population still underrepresented (2% tenants vs 4% market)
⚠ Limited response from online advertising

Action Items for 2025:
→ Establish partnership with Asian community center
→ Advertise in multilingual publications
→ Improve website SEO and accessibility
→ Increase social media presence

🔑 Key Points

  • Conduct thorough annual internal review
  • Submit updates to HUD every 5 years
  • Use data to improve effectiveness
  • Document all review activities