Mastering Annual and Interim Certifications Before and After HOTMA at HUD Multifamily Properties

Annual and Interim Recertifications are at the heart of HUD Multifamily compliance, but they’re also some of the most common areas where owners and agents stumble. This interactive training session breaks down the certification process step by step, from tenant notices and interviews to verification, documentation, and TRACS submissions. Attendees will walk away with a clear roadmap for ensuring certifications are completed on time, accurately processed, and fully compliant with HUD Handbook 4350.3 requirements.

Through real-world examples and practical compliance tips, this webinar explores both the technical and human sides of certifications. You’ll learn how to avoid common errors that lead to findings, repayment agreements, or even subsidy termination, and how to streamline the process with best practices that keep your team organized, your files audit-ready, and your tenants properly informed.

Webinar Objectives

• Missing or late Annual Recertification (AR) and Interim Recertification (IR) notices
• Incorrect effective dates for certifications and rent changes
• Failure to collect or verify required consent forms
• Weak or inconsistent tenant interview practices
• Misfiled or incomplete verification documentation
• Errors in TRACS submissions and voucher adjustments
• Misunderstanding HOTMA-driven changes to verification and income rules

Webinar Agenda

• Audit Findings: Reduce the risk of MOR and PBCA findings tied to recertification errors.
• Tenant Impact: Avoid improper rent increases, repayment demands, or termination actions.
• Staff Confusion: Clarify when AR vs. IR is required and how to process each correctly.
• Operational Stress: Simplify scheduling, reminders, and document tracking.
• Regulatory Pressure: Stay ahead of HUD and HOTMA changes that affect certification procedures.

Webinar Highlights

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

• Be aware of where HOTMA will affect certifications
• Distinguish between AR, IR, IC, and other certification types and apply them correctly.
• Implement proper notice timelines and tenant communication practices.
• Conduct effective tenant interviews while ensuring proper documentation.
• Apply HUD’s order of verification and avoid common errors in calculating income and assets.
• Submit certifications and repayment agreements accurately through TRACS.
• Confidently handle non-compliance issues, from missed deadlines to unreported income.

Who Should Attend

• Compliance Directors and Managers
• Property Managers and Assistant Property Managers
• Occupancy Specialists
• Asset Managers (Owners, Agents, Management Agents)
• Regional Managers and Portfolio Directors
• Training and Policy Development Officers