EIV & HOTMA: Aligning Your Policies, Files & Reports

The Enterprise Income Verification (EIV) system remains one of HUD’s most critical compliance tools. However, with HOTMA implementation, policies, documentation standards, and reporting expectations are evolving. Many properties are still operating under procedures that no longer fully align with updated guidance.

This 90-minute webinar will provide a structured breakdown of required EIV policies and procedures, explain how HOTMA impacts EIV compliance, and clarify how reporting requirements may be affected. Attendees will gain practical insight into aligning written policies, file documentation, and report review processes to reduce audit risk and avoid findings.

Why This Matters

EIV discrepancies, outdated policies, and inconsistent documentation remain common sources of Management and Occupancy Review (MOR) findings. HOTMA introduces changes that require properties to revisit internal procedures and ensure reporting practices remain compliant.

If your EIV policies have not been reviewed recently, this session will help you determine:

• What must be updated
• What can remain the same
• How to properly document compliance under HOTMA

What Will Be Covered

• Required EIV policies and procedures
• How HOTMA impacts EIV policy language and internal processes
• Key EIV reports and their compliance purpose
• How HOTMA affects EIV reporting and discrepancy management
• Documentation practices that support audit readiness

Learning Objectives

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

• Understand required EIV policies and procedures
• Identify changes to EIV policies resulting from HOTMA
• Summarize key EIV reports and explain how HOTMA affects reporting requirements
• Strengthen file documentation to support compliance reviews

Who Should Attend

• Property Managers
• Compliance Managers
• Occupancy Specialists
• Regional Managers
• Owners and Management Agents
• Anyone responsible for EIV compliance and file review

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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