HOTMA Readiness Assessment

Domain 1 of 80 of 25 answered

Domain 1 of 8

Policy & TSP Readiness

Evaluate your Tenant Selection Plan and policy documentation against HOTMA requirements.

Has your organization updated its Tenant Selection Plan (TSP) to reflect HOTMA's revised eligibility and screening requirements?Yes — fully updated and approvedIn progress — some sections updatedNot yet started

Do your current EIV (Enterprise Income Verification) policies align with HOTMA's new income calculation rules?Yes — EIV policies fully alignedPartially — some gaps remainNo — not yet reviewed

Do you maintain both pre-HOTMA and post-HOTMA versions of your policies for the transition period?Yes — versioned and accessibleWe have drafts but not finalizedNo — single version only

Domain 2 of 8

Income Certification Workflow

Assess how your income certification process handles HOTMA's changes to asset and income calculations.

How does your team currently complete Tenant Income Certifications (TICs)?Automated in our software with built-in calculationsSemi-automated — software plus manual stepsMostly manual — spreadsheets or paper forms

Can your system apply HOTMA's new asset exclusion rules automatically?Yes — rules are built into our systemWe apply them manually during certWe haven't implemented these rules yet

Does your system generate state-specific certification forms where required?Yes — auto-generates for our statesSome states — others are manualNo — all forms are manual

How long does a typical income certification take your staff from start to finish?Under 30 minutes30–60 minutesOver 60 minutes

Domain 3 of 8

Recertification Tracking

Gauge your ability to track and complete recertifications on time under HOTMA's revised schedule.

In the past 12 months, how often has your team missed or been late on recertification deadlines?Never — all recerts completed on timeOccasionally — a few slipped throughFrequently — it's an ongoing challenge

How do you track upcoming recertification deadlines?Automated dashboard with alerts and remindersSpreadsheets or calendar remindersManual tracking — easy to miss deadlines

Can your system automatically generate and send recertification notices to residents?Yes — automated notice generation and deliveryWe generate notices but send them manuallyAll notices are created and sent manually

Domain 4 of 8

AMI Designations & Rent Limits

Check whether your rent limit and AMI designation processes are ready for HOTMA's updated requirements.

How does your organization enforce rent limits when HUD publishes new AMI tables?System auto-updates limits from HUD dataWe manually update limits within a few weeksUpdates are delayed or inconsistent

Does your software maintain a history of AMI designation changes per unit?Yes — full audit trail of designationsSome records — not comprehensiveNo designation history tracking

Can your system handle properties with multiple AMI tiers?Yes — multi-tier designations supported nativelyWorkarounds required for mixed tiersSingle tier only — no multi-tier support

Domain 5 of 8

TRACS & HUD Reporting

Evaluate your TRACS submission and HUD reporting capabilities against HOTMA's new data requirements.

Is TRACS reporting native to your property management software or handled through a separate system?Native — built into our core systemIntegrated add-on or third-party connectorSeparate system — manual data transfer required

How do you track and reconcile HAP (Housing Assistance Payment) vouchers?Automated tracking and reconciliation in our systemSome automation — manual reconciliation neededFully manual process

Can your system generate HOTMA-compliant TRACS submissions with the updated data fields?Yes — already updated for HOTMA fieldsIn progress — some fields still need mappingNot yet — awaiting vendor update

Domain 6 of 8

Multi-Program Compliance

Assess your ability to manage layered compliance across multiple housing programs simultaneously.

Does your software handle layered certifications when a property participates in multiple programs?Yes — unified layered cert workflowSeparate certs for each program — some overlapSingle-program only — no layered support

Can your system apply different compliance rules per program within the same property?Yes — per-program rules engineLimited — requires manual overridesNo — one-size-fits-all rules

How do you handle conflicting requirements between programs?System resolves conflicts automatically using the most restrictive ruleStaff manually identifies and resolves conflictsConflicts are not systematically tracked

Domain 7 of 8

Inspection & Audit Readiness

Measure your preparedness for REAC inspections, MOR reviews, and HOTMA-related audits.

Does your system support a structured REAC-aligned inspection program with digital checklists?Yes — digital REAC inspections with checklistsPaper checklists — digitized after completionNo structured inspection program

Can you pull a complete unit inspection history with photos for any unit on demand?Yes — full history with photos, one clickPartial records — scattered across systemsNo centralized inspection records

How quickly can you assemble documentation for a HUD Management and Occupancy Review (MOR)?Under 1 day — reports generated from systemA few days — some manual gathering requiredA week or more — extensive manual compilation

Domain 8 of 8

Staff Training & System Usability

Evaluate whether your team and tools are set up for efficient HOTMA compliance day-to-day.

How long does it take a new hire to become proficient with your property management software?Under 2 weeks — intuitive with built-in training2–6 weeks — requires structured trainingOver 6 weeks — steep learning curve

How many clicks or steps does it typically take to complete a routine task?3 clicks or fewer for most tasks5–10 clicks — some workflow friction10+ clicks — multiple screens and systems

Does your team have access to HOTMA-specific compliance training or certification programs?Yes — team is trained and certifiedSome team members — not allNo HOTMA-specific training in place

How ready is your portfolio for HOTMA?