Between the Annuals: Where HOTMA Gets Interesting - Interim Reexams and Hardship Exemptions

Duration: 60 minutes

Speaker: Rhanda McKown

Available On-Demand

PURCHASE OPTIONS

Individual Purchase Options
On-Demand Available On-Demand. Watch the webinar recording multiple times for 180 days.	$199
Transcript (PDF) PDF transcript of webinar with handouts will be emailed. Available in 7-10 business days, after Live Event. Never Expires.	$179

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

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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Industries: Construction & Housing, Affordable Housing, Construction Law

Testimonials

What people are saying about us

Elizabeth Jeffery

Client

The speaker was extremely knowledgeable. Speaker moved the program forward at a good pace. The time flew by.

Donald

Client

The presenter was knowledgeable and answered questions along the way and after.

Lisa Pardilla

Client

Great speaker and very detailed information. I got a lot out of this webinar. Thank you.

Bebe

Client

After seeing a few different tutorials on the subject, this is the first one that included real-world "heads up" advice for getting the most out of the pivot table environment. The presenter was Extremely knowledgeable.