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Template

The HOTMA Transition Playbook

A guide plus editable policy templates and a project plan to move your community onto HOTMA.

Affordable Housing
Template
By Danielle Roberts, MHM

Preview

68 pages

A complete transition package: the rule-by-rule change log, editable policy language you can drop into your own ACOP or TSP, resident notice templates, a staff training outline and a 90-day project plan.

Supplied without attribution requirements so you can brand it and adopt it as your own internal documentation.

What’s inside

  • Executive summary
  • Rule-by-rule change log
  • Sample ACOP / TSP redlines
  • Resident notice templates
  • Staff training outline
  • 90-day project plan

Why teams use this

  • Peer-reviewed by two subject-matter experts before every release.
  • Editable Word versions included alongside the PDF.
  • Refreshed within 30 days of any relevant regulatory change.
  • Attribution-free — brand it as your own internal policy.

How to use this template

Start with the change log, then adapt the sample policy language to match your existing document structure rather than replacing it wholesale.

Version history

  • 2026.1

    Initial release covering the final rule, with policy language and the project plan.

Templates are starting points, not legal advice. Have counsel review any policy language before adoption.

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