CORES Certification

About CORES

The Certified Organization for Resident Engagement & Services (CORES) Certification recognizes organizations that have developed a robust commitment, capacity, and competency in providing resident services coordination in affordable rental housing. In addition, this website provides resources, tools, and best practices to help providers of resident services coordination to improve their service delivery and management systems. 

A resident services coordination system refers to all functions tied to the organizational mission to implement resident services in affordable housing rental properties, including corporate and site-based staff, funding, technology systems, services and programs, research and evaluation, organizational knowledge, and the tools necessary to support resident services

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Framework for Resident Services Coordination

Affordable rental housing can be a platform to increase access to opportunity and promote the independence and dignity of residents. Resident Services Coordination is a critical tool for achieving this mission. However, housing providers are frequently challenged to prioritize limited resources in addressing the diverse and complex needs of residents for which they provide homes. A systems approach to resident services coordination can leverage limited resources to improve the effectiveness of services and generate sustained outcomes for residents.

With funding support from the MacArthur Foundation, Stewards of Affordable Housing for the Future developed a framework and guidelines for the system of resident services coordination. This framework lays out a common approach and structure that is implemented by many leading affordable housing organizations to systematically and thoughtfully determine and implement resident services at their properties. This framework recognizes the significant power of resident services coordination in supporting residents to access opportunity, live more independently and with dignity, and improve health outcomes.

CoP Framework

Download the Framework for Resident Services Coordination

Download the Framework & Guidelines for Resident Services Coordination

Introductory Webinar: CORES Certification & Healthy Housing Rewards™ - Enhanced Resident Services

Please Note: This recording was made prior to the release of the third party model certification. Third Party CORES certification is now available.

Benefits

The CORES Certification recognizes organizations with a proven track record of providing quality resident services coordination in affordable rental housing. This certification may be valuable to demonstrate this capacity and competency to potential partners and funders.

CORES Certification is one requirement (among others) in order for an owner of multifamily affordable housing to qualify for Fannie Mae Healthy Housing Rewards  Enhanced Resident Services financing incentives. This product enhancement benefits borrowers that incorporate resident services coordination systems in their newly constructed, rehabilitated or refinanced multifamily affordable rental properties.

Learn more about Fannie Mae’s Healthy Housing Rewards initiative.

 

CORES Certification has also been included in Virginia and Maryland's 2019 LIHTC QAP Applications.

CORES Eligibility

The certification program is designed to identify owners of multifamily affordable properties and service organizations working in multifamily affordable properties that provide resident services provision in line with a robust coordination system.

A resident services coordination system refers to all functions tied to the organizational mission to implement resident services in affordable rental housing properties, including corporate and site-based staff, funding, technology systems, services and programs, research and evaluation, organizational knowledge, and the tools necessary to support resident services.

To be eligible for CORES Certification, an organization must fit one of the following models for providing resident services coordination:

Direct Model – Affordable housing owners/organizations that retain direct responsibility for the management, delivery, and implementation of resident services coordination at their own properties. Organizations are not required to provide resident services coordination at all of their properties.

Hybrid Model – Affordable housing owners/organizations that contract with an un-related third party entity (either a property management company or another services organization) to staff the on-site property-based resident services coordinators/staff, but the otherwise retains leadership, management, and support capacity for resident services coordination at their properties.

Third-Party Resident Services Coordination Contractor – An owner of affordable housing may contract with an external (third party) organization to provide all aspects of resident services coordination. This includes the management, delivery, and implementation of Resident Services Coordination at the property level and corporate/regional levels. An organization that falls into this model may provide third party services for one owner or for multiple owners. In this case, the third party organization would be certified (and not  the owner of the affordable housing.)

*Streamlined* Third-Party Resident Services Coordination Contractor--  This option has been developed for organizations that operate under a Direct Model, but have also developed a business of providing Third Party Resident Services Coordination services to other owners. This pathway allows applicants to use portions of their application under the Direct model (where questions/answers are applicable) in their Third Party Model application. To qualify for this option, an organization must first successfully apply for CORES under the Direct model. Once the applicant has been certified under the Direct model, they can seek Third-Party Certification through a streamlined application. If interested in this pathway, please contact CORES staff for more information.

To be eligible for CORES, an organization does not need to offer a CORES-level of resident services coordination or have resident services staff at ALL properties within their portfolio.  However, the organization must be able to demonstrate that this CORES-level of infrastructure and implementation is in place at multiple properties within their portfolio.

To apply for CORES, an organization must answer yes to the following set of preliminary questions:

  • Is the organization a multifamily housing provider with at least three years of experience? (Does not apply if organization is applying under the Third-Party Resident Services Coordination model)
  • Has the organization provided resident services coordination (consistent with the definition) for Senior/Family/Supportive properties for a minimum of three years?
  • Does the organization currently provide and oversee resident services coordination and have a Resident Services Coordinator (either hired directly or through a third-party contractor) on site at more than one affordable rental housing property?
  • Does the organization provide regional/corporate level oversight and management of the property-based resident services coordination and implementation?
  • When offering Resident Services Coordination at a property, does the organization, a partner, or its third-party Resident Services contractor perform or utilize a community scan of local services and partners prior to delivery of services and programs?
  • When offering Resident Services Coordination at a property, does the organization or its third-party Resident Services contractor perform a resident opportunities and needs assessment at the property level?
  • When offering Resident Services Coordination at a property, does the organization or its third-party Resident Services contractor develop a specific property services plan at each property?
  • Does a staff person at the corporate/regional level review the community scan, resident opportunities and needs assessments, and the property plan?
  • When offering Resident Services Coordination at a property, does the organization or its third party Resident Services contractor develop a Resident Indicators and Analysis Report which reports on and provides some analysis on indicators being tracked?
  • For organizations applying under the Third Party Resident Services Coordination Model: Does the organization have a formalized contract with the owner of the property where it has been hired to provide resident services coordination services?
     

If an organization meets most of the requirements listed above, but is unable to meet ALL the requirements listed, the organization MAY qualify for a Provisional Certification. Please contact CORES staff for more information.

 

We also encourage you to watch this brief training video which reviews the four documents required for a CORES application that we get the most questions on. This provides a more in-depth look at the Community Scan, Resident Opportunities and Needs Assessment, Property Services Plan, and Resident Indicators and Analysis Report.

For Lenders

More Information Coming Soon.

Please visit Fannie Mae's website to learn more about the Healthy Housing Rewards Initiative.

FAQs

Who can apply for CORES certification?

Direct Model – Affordable housing owners/organizations that retain direct responsibility for the management, delivery, and implementation of Resident Service Coordination at their own properties. Organizations are not required to provide resident services coordination at all their properties.

Hybrid Model – Affordable rental housing owners/organizations that contract with an un-related third party entity (either a property management company or another services organization) to staff the on-site property-based resident services coordinators/staff, but otherwise retain leadership, management, and support capacity for resident services coordination at their properties.

Third-Party Resident Services Coordination Contractor – An owner of affordable housing may contract with an external (third party) organization to provide all aspects of resident services coordination. This includes the management, delivery, and implementation of Resident Services Coordination at the property level and corporate/regional levels. An organization that falls into this model may provide third party services for one owner or for multiple owners. I this case, the third party organization would be certified (and not the owner of the affordable housing).

What kind of resident services program qualifies CORES certification?

The CORES certification is designed for affordable housing owners/organizations that provide resident services in line with a robust coordination system.

A resident services coordination system includes all functions tied to the organizational mission to implement resident services in affordable rental housing, including corporate and site-based staff, funding, technology systems, services and programs, research and evaluation, organizational knowledge and tools necessary to support resident services.

To be eligible, an organization does not need to offer a CORES-level of resident services coordination or have resident services staff at all properties within their portfolio, but the organization must be able to demonstrate this level of infrastructure and implementation is in place at multiple properties.

Does CORES Certification apply to an organization’s entire portfolio?

Yes, an organization applies once and if approved, the CORES certification is applicable across the entire portfolio and is inclusive of family, senior and supportive housing communities.

Have more questions? Visit our full list of FAQs and the glossary of terms