Checklist
The LIHTC File Review Checklist
The actual checklist our compliance reviewers use. Walk through any LIHTC file with a structured methodology.
Get the checklistHOTMA 2027 Readiness
The HUD Multifamily HOTMA Compliance Checklist
Everything HUD multifamily owners need to do before January 1, 2027. A practical 21-page checklist developed by compliance practitioners.
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What's in this checklist
This 21-page checklist is structured around the actual HOTMA implementation work required for HUD multifamily owners. It's not a regulatory summary. It's a working document compliance teams can use to track their readiness.
Coverage includes
- Governing documents and policy updates
- Income calculation changes
- Asset rule updates
- Verification and documentation procedures
- Interim and annual recertifications
- Forms and templates
- Staff training requirements
- Technology and systems readiness
- Audit-ready documentation
- Implementation timeline working backward from January 1, 2027
Built for
Property management companies, affordable housing owners, compliance directors and managers, asset managers, any HUD multifamily operator preparing for HOTMA.
FAQ
Frequently asked questions.
Related resources
More from the Altus Compliance library.
Reference
The TRACS 202D Submission Cheat Sheet
Common errors that cause TRACS rejections and how to fix them before submission.
Get the cheat sheetReference
The Affordable Housing Compliance Glossary
Plain-language definitions, organized by program. The reference guide compliance teams actually use.
Open the glossary