The New HB-2-3560 Handbook Is Here: Are Your Properties Ready?

The USDA Rural Development Multifamily Housing program has entered a new era of compliance. With the release of the new HB-2-3560 Handbook and the implementation of HOTMA-related changes, owners, managers, and compliance professionals must understand how these updates affect tenant eligibility, income calculations, certifications, and day-to-day operations.

The revised handbook incorporates significant changes to Chapter 6, bringing Rural Development Multifamily Housing programs closer in alignment with HUD and LIHTC requirements while introducing new rules, forms, and procedures that every property team must follow. Failure to understand and implement these changes can lead to compliance findings, certification errors, and operational challenges.

Join us for this practical and comprehensive webinar as we break down the most important updates in the new HB-2-3560 Handbook and explain exactly what your organization needs to do to remain compliant. Whether you're responsible for occupancy, compliance, certification processing, or property management, this session will provide the knowledge and tools needed to confidently navigate the new requirements.

What You'll Learn

• The purpose and scope of HOTMA and how it modernizes income calculation requirements under the Housing Act of 1937.
• Which provisions of 24 CFR 5.609 and 5.611 now apply to USDA Rural Development Multifamily Housing programs.
• How to correctly apply updated definitions of annual income, adjusted income, and allowable deductions.
• New rules regarding unborn children, including eligibility determinations and timing of dependent deductions.
• Proper use of the revised Form RD 3560-8 for certifications effective on or after July 1, 2025.
• Key differences between the new RD 3560-8 and the re-designated RD 3560-8A used for pre-HOTMA certifications.
• Important HOTMA implementation deadlines, including the July 1, 2025 compliance date and temporary non-penalty period for tenant file errors.
• How HOTMA changes align Rural Development Multifamily Housing requirements with other affordable housing programs, including HUD and LIHTC.
• The most significant HOTMA-related revisions to Chapter 6 of HB-2-3560.
• Updated guidance for tenant eligibility determinations, income verification, and certification workflows.
• Best practices for training staff on new documentation and verification requirements.
• Effective strategies for communicating HOTMA-related changes to applicants and residents.

Who Should Attend

• Rural Development Property Managers
• Occupancy Specialists
• Compliance Managers and Directors
• Owners and Management Agents
• Regional Managers
• Tenant Certification Staff
• Affordable Housing Consultants
• Housing Authority Professionals
• Asset Managers and Portfolio Managers
• Anyone responsible for compliance in USDA Rural Development Multifamily Housing properties

The new handbook is here. Make sure your property, staff, and compliance processes are ready.

Speaker(s)

Joseph Henry

Joseph Henry brings 38 years of experience to the Affordable Housing industry. Starting as a maintenance person and advancing to Director of one of the largest management companies in the Nation, Joe brings a real-life perspective to why we do what we do.

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