This training session provides a deep dive into the EIV Tenant File Reports: the Existing Tenant Search, Income Summary Report, Income Report, and Income Discrepancy Report. Participants will learn when these reports must be generated, how to interpret their contents, and how to resolve discrepancies accurately and timely.

The course outlines the compliance requirements tied to these reports under HUD Handbook 4350.3 and the upcoming HOTMA changes. Emphasis is placed on proper documentation within the tenant file and maintaining clear audit trails for each report. Real-world examples and notations are provided to guide users in avoiding common MOR findings and ensuring correct rent determinations.

What You Will Learn:

  • Identify tenant notice requirements
  • Learn how to investigate discrepancies found in Tenant detail reports and Master File reports
  • Learn how to properly verify and document information found during investigations in both the Tenant detail reports and Master File reports
  • Learn how to implement required consequences when needed for non-compliant tenants
  • Learn documentation content requirements, and documentation retention requirements

Areas Covered In The Session:

  • Interpret data from the Existing Tenant Search, Summary, Income, and Income Discrepancy Reports to identify potential issues related to tenant eligibility and income reporting.
  • Apply HUD requirements for the timing, use, and retention of EIV Tenant File Reports in accordance with Handbook 4350.3 and HOTMA guidance.
  • Investigate and document discrepancies in reported income, distinguishing between owner/agent and tenant errors.
  • Resolve valid and invalid income discrepancies with appropriate corrective action, including 50059 corrections, voucher adjustments, and tenant notifications.
  • Demonstrate proper file documentation and notation techniques that meet HUD audit expectations and mitigate MOR findings.

Why Should You Attend?

Attending this session is essential for anyone responsible for maintaining compliant HUD tenant files and handling EIV report data. Incorrect handling of EIV reports is one of the most common causes of MOR findings, and this session equips staff to avoid costly errors and tenant over/underpayments. Participants will gain confidence in interpreting income data, identifying potential fraud, and applying HUD rules to real-life situations.

Who Will Benefit:

  • HUD Multifamily funded properties:
  • Property Managers, Assistant Managers
  • Compliance Coordinators/Staff
  • EIV System Users
  • File Auditors'
  • Occupancy Specialists
  • Regional Managers

Why Pioneer Educator Webinars Are Your Best Choice:

  • Specialized Focus: Our webinars are meticulously crafted to address the specific needs of Industry Professionals.
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Each webinar wraps up with a Q&A session, giving you the opportunity to interact with industry experts and receive answers to all your queries.

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  • IRS
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