Verification Methods and Best Practices, Including HOTMA Changes

Duration: 60 minutes

Speaker: Rhanda McKown

PURCHASE OPTIONS

Individual Purchase Options
Recording Download link will be emailed for single user access with handouts. Available in 3-5 business days, after Live Event. Never Expires.	$219
Transcript (PDF) PDF transcript of webinar with handouts will be emailed. Available in 7-10 business days, after Live Event. Never Expires.	$179

Group Purchase Options
Recording With License to Share Download link will be emailed with a license to share within the organization. Available in 3-5 business days, after Live Event. Never Expires.	$899	Select

ABOUT THE EVENT

Designed for housing professionals navigating HUD 4350.3 compliance, this training addresses exactly what must be verified and how to properly document it. This session offers a focused breakdown of HUD Multifamily verification requirements before and after HOTMA implementation. Participants will learn what must be verified, how to properly document it, and how to avoid common compliance errors. Key updates include HOTMA’s revised verification hierarchy, streamlined reexamination rules, and changes to EIV report usage and timing. The training also covers when self-certification, means-tested documentation, and oral verifications are acceptable—and how to document them correctly. Attendees will leave with practical tools to ensure their files meet HUD standards and withstand audit scrutiny.

Why You Should Attend

With HOTMA bringing major changes to verification requirements, it’s more important than ever to understand what must be verified, when, and how to document it properly. This session unpacks the new rules around third-party documentation, EIV report usage, streamlined reexams, and safe harbor options—turning complex policy into clear, actionable steps. You’ll also learn how to avoid the most common (and costly) verification mistakes that can trigger findings or harm residents. Don’t wait until you’re audited—get ahead of the curve and protect your property and your program.

Areas Covered

Identify the minimum verification requirements for eligibility and Total Tenant Payment (TTP) calculations under HUD Multifamily rules.
Apply the updated order of verification methods and recognize acceptable alternatives when third-party verification is not available.
Document verification efforts correctly using HUD-compliant standards, including oral verifications and notarized tenant statements.
Recognize the new verification policies introduced by HOTMA, including streamlined processes and means-tested documentation.
Interpret changes to the use and timing of EIV reports in relation to Annual and Interim certifications.
Implement procedures for verifying real property ownership, SSN disclosure, and asset limits under updated HUD guidance.

Who Should Attend

Property Management Staff at HUD Multifamily funded Properties
Compliance Specialist
Occupancy Specialist
Regional Manager of HUD Multifamily funded property
HUD Recertification Specialist
Leasing or Intake Specialist (HUD-funded properties)

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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