HOTMA Essentials: Conducting Annual & Interim Recertifications

Two-Hour Virtual Training


Virtual Training

May 21st, 2025

1:00 PM - 3:00 PM EDT 

The Housing Opportunity through Modernization Act made significant changes regarding the requirements for conducting Annual Recertifications and Interim Recertifications.

Conducting Annual and Interim Recertifications

Has HOTMA Changed Everything?

Did HOTMA change everything about affordable housing compliance? Pretty much, yes. This includes when and why Interim Recertifications are completed and, yes, what you need to cover during annual recertification.

What do you do now? You need to learn how to handle Interim and Annual Recertifications with HOTMA, which is why we've created this webinar just for you.

In this two-hour webinar, Compliance Trainer, Randy McCall, will comprehensively review how to conduct Annual and Interim Recertifications under the HOTMA rules. This session will not only cover the HOMTA changes, but will also provide a refresher on other aspects of ARs and IRs that HOTMA did not impact.

HOTMA Changes to Household Recertifications 

Interim and Annual Recertifications all depend on what questions you ask of the residents, what information you collect, and how you need to verify income, assets, and expenses. This webinar, in our HOTMA Essentials Series, will help you understand what you need to do and what you must do differently because of HOTMA.

Randy McCall will guide you through it, explain everything, and get you ready to conquer the challenges of HOTMA for HUD, Tax Credit, USDA/RD, and HOME-funded properties. 

What Does the HOTMA Essentials Annual and Interim Recertification Webinar Cover?

This two-hour training will break down the essentials of how HOTMA affects recertification and structure so that you will remember and know what to do next.

Topics include:
  • Determining Annual Income at Annual Recertification
  • When and How to Conduct Interim Recertifications
  • Certification Effective Dates

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