This webinar provides a practical, compliance focused deep dive into Annual Recertifications (ARs) and Interim Recertifications (IRs) at HUD multifamily properties, with clear guidance grounded in HUD Handbook 4350.3 and post HOTMA requirements. It walks participants step by step through certification types, timing, required notices, tenant interviews, proper verification techniques, and submission to TRACS, with a strong emphasis on avoiding common errors that lead to MOR findings and subsidy repayment risk.

Participants will gain clarity around certification timelines, including reminder notices, cutoff dates, effective dates, and the correct use of termination of assistance notices when tenants fail to respond or report changes. The session also addresses how HOTMA reshapes income thresholds, asset treatment, verification standards, and interim processing, helping staff understand what has changed and how to implement those changes correctly in daily operations.

The webinar goes beyond theory by focusing on real operational challenges such as tenant self reporting, EIV discrepancies, late responses, repayment agreements, and documentation standards. Special attention is given to vouchering accuracy, TRACS submission deadlines, and post submission monitoring to ensure rent rolls, vouchers, and tenant files remain aligned.

Designed for on site staff, managers, and compliance professionals, this session equips attendees with tools, checklists, and best practices they can immediately apply to reduce compliance risk, improve file quality, and confidently manage AR and IR certifications from start to finish.

Webinar Objectives

• Missed AR deadlines and improper notice timing with clear timelines for initial notices, reminder notices, cutoff dates, and documentation requirements
• Incorrect handling of unreported income discovered through EIV with step by step IR processing guidance, proper effective dates, and repayment agreement implementation
• Improper or outdated verifications with review of acceptable verification order, age limits, and HOTMA updates
• Errors on HUD 50059 and TRACS submissions with data entry checks, effective date controls, and error log reconciliation
• MOR findings related to incomplete tenant files with file organization tips, consent form tracking, and documentation checklists

Webinar Agenda

• Staff confusion around AR versus IR requirements
• Anxiety about HOTMA driven income and asset changes
• Difficulty managing tenants who fail to report changes timely
• Fear of MOR findings tied to documentation errors
• Uncertainty around rent increase notices and effective dates

Webinar Highlights

Participants will be able to:

• Identify when an AR, IR, or correction is required
• Apply correct notice timelines and cutoff dates
• Verify income, assets, and household changes using proper methods
• Process AR and IR certifications accurately from interview through TRACS
• Prevent common compliance errors that lead to findings and repayments

Who Should Attend

• Executive Directors of Affordable and Assisted Housing Properties
• Owners and Managing Partners of HUD Multifamily Properties
• Asset Managers and Portfolio Managers
• Compliance Directors and Compliance Managers
• Property Managers and Regional Property Managers
• Occupancy Specialists and Leasing Coordinators
• Recertification Specialists
• Accounting Managers and Finance Directors involved in rent calculations
• Public Housing Authority Staff working with PBRA RAD or Section 8 layered properties
• Consultants providing MOR preparation or compliance oversight