Navigating 2026 HUD Recertification Requirements (Annual & Interim)

Description
FAQ's

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.

Learning 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Improper or outdated verifications with review of acceptable verification order, age limits, and HOTMA updates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:

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

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