MOTIVATION, INCORPORATED
P R E S E N T S
Everything Section 3
A HUD Section 3 Professional Development Series
Level 100 and 200 certification courses back-to-back. Take one or both!
CLEARWATER BEACH, FLORIDA
April 30th-May 4th, 2017
Hampton Inn & Suites Clearwater Beach
635 South Gulfview Boulevard, Clearwater Beach, Florida, 33767  727-451-1111
SECTION 3 CERTIFICATION TRAINING CLASSES
June
10-­­11,
April 30-May
4, 2 017
2014
Section 3 Professiona Development Series
Courses
Clearwater Beach, FL
Section 3 Certified Coordinator Course - LEVEL 100
April 30-May 2, 2017
Section 3 Certified Coordinator Course - LEVEL 200
May 3-4, 2017
Reviews!
This was the best training I have ever attended. I am armed with so
much more knowledge of section 3. THIS TRAINING WAS OUTSTANDING!
T. Thompson 2017
Overall, I would rate the training class and materials Excellent. Your class
exceeded my expectations and I was very pleased that this training had be
made available to folk like myself. The manual you provided was very
professional, easy to read and very informative. It is a great reference tool
to have going forward.
E. Thomas 2017
Hi Keith, amazing Job with the section 3 training! I was so excited I told
several co-workers they missed it…You are definitely a Master Trainer.
J. Johnson 2017
SECTION 3 CERTIFICATION TRAINING CLASSES
June
10-­­11,
April 30-May
4, 2 017
2014
Why We Do
These
Trainings
Motivation, Inc. is passionate about Section 3 and the proper implementation of the regulation.
Our mission is to help recipients execute professional and regulatory accurate compliance
protocols, residents receive the benefits ensured them by the regulation, and contractors
execute a compliant outreach when the “Need” for new hire opportunities is realized.
Considering all of the changes happening and/or coming to Section 3, this is a great opportunity
to convene stakeholders to collaborate and learn how our clients and we achieve true Section 3
Compliance successes.
Each class is in depth and real world training that will culminate in a more intense professional
knowledge base on Section 3 Compliance.
Because not every recipient, sub-recipient, contractor, or developer truly understands or wants
to understand the requirements of Section 3, it’s important to attend this training. Nor can we
honestly state all beneficiaries including residents and certain “could be” Section 3 contractors
are doing what is needed toward achieving opportunities, so they must attend as well. These
issues are among the reasons we provide these trainings. As the nation’s leading advocate for
proper Section 3 compliance, Motivation, Inc. wants to provide everyone the best opportunity to
learn what the regulation calls for, how best and easy the implementation can be, and what
beneficiaries can do to be ready to secure jobs and contracts.
What’s New?
This training was updated in November 2016! We will disclose a real compliance project with
the actual costs associated with achieving compliance. Learn our internal compliance success
strategy for easily meeting the Numerical Goals of 10%, 3%, & 30%. In the Level 200 class, we
review an actual compliant, VCA, and all related documents used in preparing and responding
to Section 3 958 Complaints.
LEVEL 100 Course Schedule
Note: Attendee should take this course before Level 200 for highest benefit
SUNDAY 4.30.17
Section 3 Compliance Regulatory Training
Training ❙ 8:15 AM - 12:00 PM
Lunch ❙ 12:00 PM - 1:30 PM
On Your Own
Training ❙ 1:30 PM - 4:30 PM
MONDAY 5.1.17
Section 3 Coordinator Certification Training Level 100
Training ❙ 8:15 AM - 12:00 PM
Lunch ❙ 12:00 PM - 1:30 PM
On Your Own
Training ❙ 1:30 PM - 4:30 PM
TUESDAY 5.2.17
Section 3 Coordinator Certification Training Level 100
Training ❙ 8:15 AM - 10:00 PM
Break ❙ 10:00 AM - 10:15 AM
Certification Exam ❙ 10:15 AM - 12:00 PM (NOON)
All sessions will take place at:
Hampton Inn & Suites Clearwater Beach
635 South Gulfview Boulevard, Clearwater Beach, Florida, 33767  727-451-1111
All sessions will start promptly. There will be a 10-15 minute break during each training session.
There are several restaurants within easy walking distance for snacks and lunch.
SECTION 3 CERTIFIED COORDINATOR COURSE - LEVEL 100
Day One Regulatory Training
What Topics Will be Covered?
Simplifying the Most Current Regulations from the
Interim Rule & Proposed Changes
Who Will Benefit by Attending?
Public Housing Authority Staff: Procurement, Human
Resources,Asset/Property Managers, Purchasing,
Resident Services/Leaders, Legal & Executive Staff
Thorough Explanation and Example of How to Easily
Meet Compliance on Every Project
Public Housing Board of Commissioners
Defining Requirements for Recipients, Contractors,
Community Development Staff:
Local & State Agencies
Procurement, HR, & Architects
Defining Section 3 Residents & Business Concerns
based on Priority Tiers
Practical Compliance Solutions - Developing Policies,
Procedures, & Action Plans
Easy Compliance Implementation Methods for
Recipients & Contractors with Real World Section 3
Compliance Success Stories
Methods for Seeking Opportunities for Low Income
Persons
Municipal Commissioners & Council Members
Architects & Engineers
Resident Leaders, Public Housing & Project Based
Section 8
Contractors Working On: Federal Highway
Administration Projects, Environmental Protection
Agency Projects, &/or Dept. of Commerce funded
projects
Responding to HUD Form 958 Complaints
Community Development Corporations & Other
Non-profits utilizing with HUD Housing &
Community Development Funds
Compliance Monitoring Options
Affordable Housing Developers, Managers & Owners
SECTION 3 CERTIFIED COORDINATOR COURSE - LEVEL 100
Day Two and Three
Detail Examples of All Compliance Aspects
achieving and maintaining Regulatory Compliance
Create a system that Coordinates all Section 3
Activities and Contracting efforts internally within
departments
Make short and long term Strategic Plans for
Establish a working system to track all Covered Funds
attempting to achieve the Numerical Goals
Expenditures inside an Agency or Business
Build your Documentation of Efforts and Verification
Create an automatic system for Notifying
Contractors of Non-compliance per the regulation
Understand this New Position and its value toward
of Activities toward meeting the regulation
Meet the Notice Requirements of Opportunities as
called for in the regulation (What, When, to Whom,
and How Often)
Meet the Encouragement of Opportunity
Requirements of the regulation (What, When, for
Create a system for verifying a Contractor met
compliance on prior contracts before award per the
regulation
Establish accurate reporting methods to demonstrate
your entity Ensured Compliance
Whom, and How Often)
Meet the Recruitment and Facilitation
requirements toward opportunities of the
regulation (What, When, of Whom, and How
Often)
Immediately
identify “Preference” Triggering of
the regulation by sub-recipients and all
Map out your work week, month and year for
Ensuring Compliance by Systematizing Your Calendar
to Contract Schedules
Make Section 3 enhance M/WBE Goals or
requirements through outreach efforts
contractors
Work with Contractors and Sub-recipients to develop
realistic compliance methods when required
Achieve Maximum Contractor Compliance through
simple monitoring and reporting methods
Avoid other’s mistakes by leveraging best practices to
create your protocol
Get more information and processes data including
sample certification forms
From the Section 3 Interim Rule Preamble
“The Section 3 Preference requirements are triggered by the need for new hires (whether
contractors, sub-contractors, or individual employees)…” What are doing once the
regulation has been triggered on your projects? If you can not prove what you did, it didn’t
happen. Inspect what you Expect!
SECTION 3 CERTIFIED COORDINATOR COURSE - LEVEL 200
LEVEL 200 - COURSE OUTLINE
We will review a recently developed Section 3 Policy
Package illustrating what components should be in your
agency policy as a recipient. Despite the type of
recipient you are, you MUST have a Policy Package
The RAD and the future of Section 3 nationally
Best Practices for Practical Compliance Solutions Developing Policies, Procedures,Action Plans &
Compliance Monitoring Options
Heading off complaints before they get to HUD
Responding to HUD Form 958 Complaint
Developing Win-Win-Win Solutions when conflicts
arise
Methods Recipients are using to get Contractor
compliance - Real World Section 3 Compliance
What not to do after receiving a complaint
Success Stories
Defining Requirements for Recipients, Contractors,
Procurement, HR, engineers and architects
Developing a winning response to complaints
Municipal recipients Preference structure and
determining who is responsible for tracking
Developing your own VCA based on your budget
The Success of Right Time and Right Place Resident
Pre-emptive VCA language before HUD prepares
Training - True Success and Failures to learn from
theirs
Modifying your protocol to maximize opportunities
Testing your close-out files to ensure they are
9-years into compliance
compliant
Ensure you are reporting ALL the successes on your
How many coordinators is too many in an agency or
60002 (In SPEARS)
company
SECTION 3 CERTIFIED COORDINATOR COURSE - LEVEL 200
Note: Attendee should take Level 100 course before Level 200 for highest benefit
Level 200 - Course Schedule
WEDNESDAY 5.3.17
Regulatory Review & Section 3 Policy Review
Session ❙ 8:30AM - 11:30PM
Lunch ❙ 11:30PM - 1:00PM
On Your Own
Section 3 Complaints Process
Session ❙ 1:00PM - 4:00PM
THURSDAY 5.4.17
Section 3 Voluntary Compliance Agreements (VCA)
Session ❙ 8:30AM - 11:30PM
Lunch ❙ 11:30PM - 1:00PM
On Your Own
Session ❙ 1:00PM - 4:00PM
All sessions will take place at:
Hampton Inn & Suites Clearwater Beach
635 South Gulfview Boulevard, Clearwater Beach, Florida, 33767  727-451-1111
All sessions will start promptly. There will be a 10-15 minute break during each training session.
There are several restaurants within easy walking distance for snacks and lunch.
Registration Information
 Level 100 Training registration fee is $450 per attendee for persons only attending April 30-May 2nd
 Level 200 Training registration fee is $350 per attendee for persons only attending May 3rd-4th
 Level 100 & 200 Trainings registration fee is $700 per attendee for persons attending all days April 30-May 4th
 Everyone MUST REGISTER in advance by 3:00pm April 21, 2017 to ensure materials are available.
 No refunds or credits if cancelled in writing after April 15, 2017 to [email protected].
 Seats are not held until paid. NO CREDIT CARDS ARE ACCEPTED.
 All travel, lodging, and meals are at the attendee’s expense.
 Scan and email all registration forms to [email protected].
 A completed registration form is required to receive training related information and materials.
 Contact [email protected] or Call Amy at 678-333-5986 with questions.
Mail payment to: Motivation, Inc. PO Box 486, Dallas GA 30132 (Tax ID 31-1830962)
Courses (Check the appropriate box)
Rate
# of Attendees
Dates
☐ Section 3 Certified Coordinator Course - LEVEL 100
$450p/p #_____
April 30-May 2, 2017
☐ Section 3 Certified Coordinator Course - LEVEL 200
$350p/p #_____
May 3-4, 2017
☐ Both Section 3 Coordinator Courses - LEVEL 100 & 200
$700p/p #_____
April 30-May 4, 2017
Current Annual Compliance Service Contract clients check this box and take $50 per person off each fee 
Attendee Information and Fees
Total Fee Included $__________
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Accommodations
Hampton Inn & Suites Clearwater Beach
635 South Gulfview Boulevard, Clearwater Beach, Florida, 33767  727-451-1111
The current rate for all room types is only $199p/n
Only a limited number of government rate rooms are available
J. Keith Swiney |Trainer/Facilitator
Motivation, Inc. |Founder/President/CEO
Mr. Swiney is an accomplished professional speaker, trainer, facilitator, and entrepreneur of 30 years. He
heads a Georgia based national real estate management consulting firm he founded in 1991. His firm is the
longest provider of Section 3 consulting services in America and the only firm that provides such services as
full time part of their business. Mr. Swiney has trained 38 state housing and community development
associations and countless housing professionals across the country. He is widely considered the leading
authority on Section 3 because of his direct operational experience in managing public housing, developing
affordable housing using Section 3 covered funds, and certainly as a professional consultant assisting and
guiding his hundreds of clients through all compliance scenarios since 1997. Mr. Swiney also provides the
most comprehensive Section 3 resident employment related training curriculum that are DOL and Vocational
Rehabilitation Services approved. Mr. Swiney specializes in the management, development, acquisition, and
recovery of multi-family real estate projects with a forte in affordable housing. He has created and owned
multiple real estate asset and property management companies in Nebraska, Tennessee, and Georgia. Prior
to his real estate career, Mr. Swiney worked in retail as a store manager and trainer starting in 1984.