HOTMA Annual Recertifications

This session takes a deep dive into how HOTMA reshapes the annual recertification (AR) process across HUD housing programs. Participants will explore HUD’s new verification hierarchy, the expanded use of EIV, and optional alternatives like means-tested and streamlined income determinations. With illustrative examples and practical tips, the course equips managers with the tools to accurately calculate income and apply the Social Security COLA, all while building policies that align with HUD’s latest guidance.

Learning Objectives

By the end of this session, participants will be able to:

• Apply HUD’s new verification hierarchy when conducting annual recertifications.
• Accurately calculate annual income using EIV and Social Security COLA guidance.
• Determine when and how to implement optional means-tested and streamlining rules.
• Document safe harbor verification for income determinations from external agencies.
• Draft or revise owner policies to support compliant AR procedures under HOTMA.

Additional Benefits

• Live Q&A With Gwen
• Quiz During The Class
• Certificate Of Participation
• Handouts

Speaker(s)

Gwen Volk

Gwen Volk has worked in the affordable housing industry since 1983. She has been president and CEO of a Midwest property management company and chief compliance officer over a Dallas firm’s national portfolio. She has a Master’s degree in Business and is a Certified Property Manager through the Institute of Real Estate Management. Gwen holds certifications as a National Affordable Housing Professional – Executive Level, Specialist in Housing Credit Management, Housing Credit Certified Professional, Certified Professional of Occupancy, and in Fair Housing Compliance and has been a servant leader in the AHMAs, NAHMA and IREM throughout her career. Gwen is a nationally recognized expert in the tax credit, bond, HOME, and Section 8 programs and enjoys helping agents, owners, and managers make sense of it all.

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