EIV Policies and Procedures with HOTMA Changes at HUD Multifamily Properties

Ensuring compliance with HUD’s EIV requirements is essential for multifamily property owners, managing agents, and onsite staff. This training provides a comprehensive understanding of the required contents for EIV Policies and Procedures, covering both Master and Tenant reports, so your team can confidently meet HUD standards. With recent regulatory changes under HOTMA, it’s critical to identify necessary updates to keep your policies aligned with the latest requirements. Additionally, understanding how EIV Policies and Procedures interact with other property documents helps streamline compliance and operational efficiency.

Avoiding costly Management and Occupancy Review (MOR) findings is a top priority, and this training highlights common MOR compliance issues while offering proactive strategies to prevent them. Proper retention and disposal of EIV reports are equally important, and participants will learn HUD’s specific requirements for securely managing these sensitive documents. By equipping your team with this knowledge, you can ensure compliance, reduce risk, and create a more efficient property management process. Whether you’re developing new policies or refining existing ones, this training delivers the insights you need to navigate HUD regulations with confidence.

Why You Should Attend

This training is essential for anyone responsible for EIV compliance, from onsite staff to managing agents and compliance officers. Here are key reasons to attend this training:

• Stay Compliant with HUD Regulations – Ensure your property meets all HUD requirements for EIV Policies and Procedures, avoiding costly compliance issues.
• Understand HOTMA Updates – Learn how recent regulatory changes impact EIV processes and what updates are required to remain compliant.
• Avoid Common MOR Findings – Gain insights into frequent Management and Occupancy Review (MOR) compliance issues and learn how to prevent them.
• Enhance Efficiency – Understand how EIV Policies and Procedures interact with other property documents to streamline operations and improve workflow.
• Master Retention & Disposal Rules – Learn the proper way to retain and dispose of EIV reports to protect sensitive data and adhere to HUD regulations.
• Reduce Risk – Ensure your team is equipped with the right knowledge to prevent errors that could lead to noncompliance or financial penalties.
• Gain Practical, Actionable Knowledge – Walk away with clear, applicable strategies to improve EIV management at your property.
• Protect Your Property & Residents – Proper handling of EIV reports safeguards resident information and reinforces best practices in property management.

Areas Covered

• Learn required contents for EIV Policies and Procedures (Master and Tenant reports) at HUD Multifamily Properties
• Identify changes needed as a result of HOTMA
• Identify areas where EIV Policies and Procedures interact with other property documents
• Learn common Management and Occupancy Review (MOR) findings and how to avoid them
• Learn retention and disposal requirements for each report.

Who Should Attend

Speaker(s)

Rhanda McKown

Rhanda McKown is a seasoned affordable housing professional with over 20 years of experience in the industry. Currently, she serves as Director of Affordable Housing for a non-profit organization covering four states. She spent 15 years working for a Performance Based Contract Administrator (PBCA), where she conducted Management and Occupancy Reviews across Florida and the U.S. Virgin Islands. Rhanda has developed specialized expertise in processing Auto-OCAF rent adjustments, Special Claims, Budget-Based Rent Adjustments, and Contract Renewals. Her background in HUD funded multifamily affordable housing subsidy programs is extensive, with a specialization in properties that follow HUD Handbook 4350.3 for occupancy guidelines. In addition to her technical expertise, Rhanda has a strong track record in building and coordinating educational programs focused on affordable housing. She has also served as the Director of the Affordable Housing Study Commission for Florida, where she played a key role in understanding and reporting on affordable housing policy and statistics in the state. Rhanda’s experience also includes managing the records retention program for a state housing finance agency (HFA), where she was instrumental in developing the agency’s records retention strategy and served as a liaison for the OnBase© software system.

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