HUD Program Compliance

Option 1: HOTMA for HUD Multifamily: Key Changes and Current Status 90-minute webinar or conference session
Focus: HOTMA is coming, but the timing and details are still shifting. This session provides a practical overview of key changes affecting eligibility, assets, income, deductions, and recertifications, with a focus on what is known, what remains unsettled, and how owners and agents can prepare without getting ahead of HUD, PBCA, and system readiness.


Option 2: Are You Ready for HOTMA? 3-part virtual series (9 hours) or 6-8 hours in person
Focus: A comprehensive review of HOTMA for HUD Multifamily properties, including the major rule changes, implementation challenges, early-adoption risks, and preparation steps owners and agents should be taking now. The course is designed for organizations that need more than an overview and want practical direction before enforcement and systems are fully in place.


Option 3: Bite-Sized HOTMA Webinar Series six topic-based 90-minute webinars
Focus: A modular HOTMA series covering income rules, asset rules, allowances and deductions, annual recertification, interim recertification, and Section 8 asset restrictions, EIV, forms, leases, verification changes, and other implementation issues.

Format: 90-minute webinar or conference session
Focus: A quick but practical introduction to HUD Multifamily occupancy, including program and project eligibility, verification basics, applicant interviews, expenses and deductions, and pending HOTMA changes. Ideal for new staff, supervisors, and others who need the big picture before digging into the details.

Format: 4 hours in two 2-hour webinars or 4 hours in person
Focus: Designed for newly hired managers, staff new to HUD Multifamily, and anyone who needs a refresher. This course covers eligibility, waiting list and tenant selection requirements, and determining annual income using mini-quizzes and case studies. Students will need a calculator.

Format: two 3-hour webinars or 6-hour in-person workshop
Focus: Strong HUD compliance starts with the core occupancy rules that affect every phase of property management: eligibility, waiting list and tenant selection, annual and adjusted income, and annual and interim recertification. Mini-quizzes and case studies reinforce the rules, and students should bring a calculator.

Format: 90-minute webinar or conference session
Focus: Annual and interim recertifications can feel like a freight train if you are not in control of the timing, notices, processing rules, and effective dates. This session reviews the rules for tenant cooperation, owner delays, verifier delays, and rent and HAP changes - with practical tips to help you drive your own train.

Format: 90-minute webinar or conference session
Focus: Subsidized housing has more than one kind of termination, and mixing them up can create serious compliance problems. This session explains termination of assistance, termination of tenancy by the owner, and termination of tenancy by the tenant, including grounds, notices, timing, EIV issues, and repayment agreements.

Format: 90-minute webinar or conference session
Focus: Non-payment cases are still shaped by the CARES Act, HUD notice requirements, and changing federal direction. This session explains how the rules differ, where they overlap, and what owners and agents should do before issuing notices or moving forward with eviction.

Format: 90-minute webinar or conference session
Focus: A practical review of HUD baseline utility analyses, factor-based updates, tenant comment requirements, phase-in rules, and documentation expectations. The session also addresses when a new baseline analysis may be required, including issues related to solar community credits.

Format: 90-minute webinar or conference session
Focus: Adjusted income drives rent calculations, so deductions matter. This session reviews dependent, elderly/disabled household, childcare, disability assistance, and medical deductions, with mini case studies to help participants calculate and apply the rules correctly.

Format: 90-minute webinar or conference session
Focus: Using HUD guidance, examples, and a case study, this session reviews who qualifies for the medical deduction, what expenses count, what does not count, what sometimes counts, how to verify expenses, and how to calculate the final deduction.

Format: 90-minute webinar or conference session
Focus: Software may do the math, but staff still need to understand the why. This hands-on session covers TTP, Tenant Rent, Utility Reimbursement, HAP, Section 236 calculations, hardship exemptions, and real-world calculation scenarios for HUD Multifamily programs.

Format: 90-minute webinar or conference session
Focus: Waiting list mistakes are MOR issues and fair housing risks. This session reviews opening and closing the list, placing families with disabled members, documenting updates, removing and reinstating applicants, recordkeeping, and HUD guidance on waiting list administration and application processing.

Format: 90-minute webinar or conference session
Focus: This session reviews HUD tenant selection requirements, including required, allowed, and prohibited screening practices; income targeting; preferences; occupancy standards; waiting list acceptance; applicant approval and rejection; and assigning accessible units.

Format: 90-minute webinar or conference session
Focus: Live-in aides are a reasonable accommodation issue, not just an occupancy issue. This session reviews eligibility, verification, documentation, approval and denial decisions, household composition, removal of a live-in aide, and common mistakes that create compliance and fair housing risk.

Format: 90-minute webinar or conference session
Focus: The applicant interview is one of the best tools for determining eligibility and preventing costly mistakes. This session covers how to build rapport, ask consistent and effective questions, interview in person or virtually, and avoid fair housing problems while gathering the information needed for a complete file.

Format: 90-minute webinar or conference session
Focus: Whether conducted by HUD, a PBCA, or a Contract Administrator, the MOR tests how well the property is being managed before, during, and after the review. This session explains what to expect, how to prepare, what to do at zero hour, and how to respond when the report arrives.

Format: 12 hours total. May be delivered as four 3-hour webinars, a 2-day in-person workshop, or booked separately as 6-hour EIV Basics and EIV Advanced courses.
Focus: A two-part course for staff who work with HUD certifications and recertifications. EIV Basics covers access, security, user responsibilities, and required reports. EIV Advanced covers income discrepancies, repayment agreements, investigation, resolution, and the EIV master file.

Format: 90-minute webinar or conference session
Focus: Income Discrepancy Reports can look intimidating until you understand how they work. This session explains how to read the report, what the numbers mean, why false discrepancies occur, and how to investigate and resolve both true and invalid discrepancies.

Format: 90-minute webinar or conference session
Focus: The EIV master file is reviewed during the MOR, and missing or outdated documents can result in findings. This session reviews what must be retained, how long to keep it, what should be destroyed, and practical ways to organize the file for owners, coordinators, users, non-users, IPAs, and required reports.

Format: 90-minute webinar or conference session
Focus: HUD compliance is not limited to Handbook 4350.3. This session highlights key requirements in the management agent, asset management, accounting, and financial reporting handbooks that owners and agents often overlook until a review, audit, or finding brings them to the surface.

Format: 90-minute webinar or conference session
Focus: This session guides owners and managers through the Section 8 HAP contract renewal process, including the primary renewal options, required documentation, timing issues, and practical steps for a smoother renewal and fewer surprises.

Format: 90-minute webinar or conference session
Focus: If RCS makes your eyes glaze over, this session is for you. We break Rent Comparability Studies into plain English, including what they are, why HUD requires them, how appraisers choose comps and adjustments, what slows down approvals, and how owners and managers can help the process go smoothly.

Format: two 3-hour webinars or 6-hour in-person workshop
Focus: A detailed review of rent increase methods for Section 8, 236 IRP, 202/8, 202 PAC, 202/811 PRAC, 231, and 221(d)(3) BMIR properties. Participants learn which method applies, what to submit, how to support line-item increases, and how to use the Section 8 Renewal Guide and HUD budget-based rent increase guidance. Students will need a calculator.

Format: 3-hour webinar or conference session
Focus: Budget-based rent increase requests are often delayed because the package is incomplete or poorly supported. This session explains what to submit, when to submit it, how to respond to HUD follow-up questions, and when and how to appeal a denial or partial approval.

Format: 90-minute webinar or conference session
Focus: Are you leaving money on the table? This session explains when Section 8, 202/8, 202 PAC, and 202/811 PRAC properties may claim reimbursement for vacancy loss, unpaid rent, tenant damages, and other charges, and what forms and documentation are required.

Format: 90-minute webinar or conference session
Focus: PRACs may look like Section 8, but important rules are different. This session reviews PRAC eligibility, income limits, rent calculations, leases, security deposits, charges in addition to rent, marketing, adult children, remaining family members, over-income applicants, non-elderly applicants, and termination.

Format: 90-minute webinar or conference session
Focus: Adult children in HUD elderly housing are frequently misunderstood and mishandled. This session explains when an adult child can move in, how the rules differ at initial occupancy and after move-in, when a child may or may not remain after the qualifying tenant leaves or dies, and how to document the decision.