Between the Annuals: Where HOTMA Gets Interesting - Interim Reexams and Hardship Exemptions
Nov 18 |
01:00 PM ET / 12:00 PM CT / 11:00 AM MT / 10:00 AM PT | |
| Duration: 60 minutes | Speaker: Rhanda McKown | |
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ABOUT THE EVENT
HOTMA is rewriting the rules between annual tenant certifications—and if your policies haven’t caught up, your compliance may be at risk. This training covers the sweeping changes to Interim Reexaminations (IR’s), including new thresholds for income changes, timing requirements, and how to handle increases and decreases correctly. You'll also learn how to write compliant policies around hardship exemptions—both general and phased-in relief—for rising medical deduction thresholds. If you're managing residents' changing circumstances, you need more than the basics—you need this advanced HOTMA deep dive.
Why You Should Attend
HOTMA’s new rules for Interim Reexaminations (IR’s) and hardship exemptions aren’t all optional—and misunderstanding them could cost your property both money and compliance standing. This training goes far beyond the basics, giving you the policy framework, documentation strategy, and timing awareness required under the new regulations. It’s your chance to get ahead of upcoming MOR scrutiny and resident confusion. If you’re responsible for updating TSPs, reviewing income changes, or determining when and how to grant hardship relief—this is the session you can’t afford to skip.
Areas Covered
- Interpret HOTMA’s new requirements for processing Interim Reexaminations (IR’s) based on income thresholds and timing.
- Determine your options so that you can ensure compliant Tenant Selection Plan (TSP) policies that reflect HOTMA’s rules for income changes and hardship exemptions.
- Implement procedures for both short-term and long-term hardship exemptions tied to medical expense thresholds.
- Distinguish between optional and mandatory interim reexam policies and how they impact rent adjustments.
- Apply HUD guidance and Notices to build defensible, consistent practices for interims and exemptions under HOTMA.
Who Should Attend
HUD Multifamily funded properties:
- Compliance Managers
- Property Managers
- Occupancy Specialists
- Policy & Procedure Writers
- Regional Portfolio Directors
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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