Skip to main content

Checklist

HOTMA Implementation Readiness Checklist

Policies, notices, and TSP updates every PHA and owner needs before the compliance deadline.

Affordable Housing
Checklist
By Danielle Roberts, MHM

Use this as a programme-management checklist rather than a certification aid: it covers the policy, system and training work that has to be finished before your first affected recertification.

Progress

0/5 complete

0%

Ticks are kept for this visit only and are not saved to your account.

Policy

  1. Update ACOP / TSP with HOTMA definitions

    High

    New income exclusions, asset limits, and self-certification rules.

  2. Board-approve revised policies

    High

    Document the resolution date in your compliance calendar.

Training

  1. Retrain intake and recert staff

    Medium

    Include imputed income, self-certification thresholds, and enterprise asset rules.

Systems

  1. Configure software with new codes

    Medium

    Coordinate with your Yardi / Tenmast / MRI partner.

Communication

  1. Prepare resident notices

    Medium

    Explain what is changing in plain language before it affects households.

This resource is provided for educational purposes and does not constitute legal advice. Verify requirements against the current regulation and consult counsel where appropriate.

Weekly compliance briefing

One email. Every rule change that matters.

The week's rule changes, deadlines, and expert commentary for housing, payroll, and HR compliance professionals — every Tuesday.

  • Regulatory change alerts
  • Free monthly template
  • Unsubscribe any time

Subscribe free

No spam. Unsubscribe with one click.