EIV compliance is no longer just about running reports—it is about having airtight policies, consistent execution, and fully documented staff compliance. With increasing scrutiny during Management and Occupancy Reviews (MORs) and the introduction of HOTMA changes, HUD is expecting owners and agents to demonstrate not only that EIV is being used, but that it is being used correctly, securely, and consistently across all operations. Weak or outdated policies and missing staff documentation are some of the most common and avoidable findings.

This session provides a comprehensive, real-world guide to developing and implementing compliant EIV Policies and Procedures, while also ensuring all required staff documentation is in place and audit-ready. Participants will learn exactly what HUD requires to be included in EIV policies, how those policies must align with actual onsite practices, and how HOTMA is impacting report usage and verification processes. The training also dives into staff-level compliance, including required forms, certifications, and documentation that must be available during an MOR.

Why should you attend:

Let’s be honest—EIV is one of those areas where people think they are compliant…until the MOR proves otherwise. This session helps close that gap. You will walk away knowing exactly what your policies should say, what your staff files must contain, and how to align day-to-day practices with written procedures. If you want to avoid findings, voucher penalties, and those painful “this does not match your policy” conversations with reviewers, this training is essential.

Areas covered in the session:

• Required components of compliant EIV Policies and Procedures, including report usage, timing, and documentation
• HOTMA changes impacting EIV report requirements, frequencies, and verification practices
• Proper use and interpretation of EIV Master and Tenant Reports, including discrepancy management
• Security requirements for EIV data, including technical, administrative, and physical safeguards
• Correct file documentation, retention, and destruction requirements for both master files and tenant files
• Required staff documentation for EIV Coordinators, Users, and report access staff, including MOR expectations and common findings

Who should attend this:

This webinar is designed for professionals responsible for HUD Multifamily compliance and rent calculations, including:

• Property Managers
• Assistant Property Managers
• Occupancy Specialists
• Compliance Specialists
• Recertification Specialists
• Regional Managers
• Asset Managers
• Owners and Managing Agents