HOTMA: An In-depth Review of Programmatic Changes
Description
Formerly known as HOTMA: Change in Focus.
The Housing Opportunity through Modernization Act (HOTMA) has made a myriad of changes to the Housing Choice Voucher Program and Public Housing.
This class will view HOTMA from the lens of how it affects different program aspects from a micro and macro level. We will review the optional and required policy decisions PHA’s will need to make to be in compliance with HOTMA.
We will provide scenarios on how HOTMA will be changing the way we calculate, adjust and determine income and eligibility.
Focusing on the following 3 sections of HOTMA:
- Section 102 – Income Reviews
- Section 103 – Over-Income Tenants of Public Housing (in effect)
- Section 104 – Asset Limitations
Objectives
After completing this training, participants will be able to:
- Identify major HOTMA changes to eligibility, income, assets, and deductions
- Apply asset limits and real property rules at initial admission and reexaminations
- Use updated verification methods, including safe harbor and EIV requirements
- Calculate income and deductions using new definitions, exclusions, and thresholds
- Implement phased-in relief and hardship exemptions to minimize family rent burden
- Conduct compliant annual, interim, and non-interim reexaminations
Who Should Attend?
- HCV Specialists
- Housing Specialists
- Supervisors
- Housing Leads
- Eligibility Technicians
Agenda
| Modules | Topics |
|---|---|
| Module 1 – Objectives, Legislative Background, Administrative Plan | -HOTMA background. -Updated CFRs. -What changed? -Administrative plan impact and importance. -Non-discrimination laws: 504/fair housing/etc. |
| Module 2 – HCV Program Eligibility | -Discuss the program eligibility requirements. -Asset and Homeownership ineligibility. |
| Module 3 – Verification | -Verification hierarchy and new HOTMA provisions. -Changes to mandated use of EIV/IVT. -Requirements for if/when using other programs’ income determinations for verification. -Streamlining rule. |
| Module 4 – Income and Exclusions | -What is income, changes, changed definitions. -Student rule (F.Aid). -EID Sunset. -Changes in Asset definitions. -Calculating Assets. -NEW: Asset Limits. -NEW: Imputed Asset $50k. -Exercises in calculating assets. |
| Module 5 – Adjusted Income | -Income Exclusions. -Medical/Disability Allowance changes and implementation. -Determine the effect of the new allowances and thresholds on family rent. -Review changes in Health and Medical care expenses. -Review procedures for applying medical phase in. -Review procedures for hardship exemptions: medical/attendant care, auxiliary apparatus expense deductions and childcare allowances/expenses. |
| Module 6 – Calculation of Family Income at Annual and Interim Re-Examinations | -Calculating Annual Income. -When to process interims. -HUD forms. |
| Module 7 – Section 103: Public Housing Over Income Provisions | -Section 103: Over-Income Policies. -Definition of over-income family for current residents. -Calculating the over-income limits for your PHA. -Overview of how the over-income provision works. -Over-income reporting requirement. -Notification requirements. -Non-Public Housing Over-Income (NPHOI) families. |
| Module 8 – Multi Family Only | -Overview of the compliance dates and multi-family only changes. |
| Format | Length | CEUs |
| In-Person or Virtual Classroom | In-Person: 2 Days Online: 12 Hours | 1.3 |