Checklist
The HOTMA 2027 Readiness Checklist
A 21-page practical checklist for HUD multifamily owners preparing for the January 1, 2027 HOTMA compliance deadline.
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The LIHTC File Review Checklist
The actual checklist our compliance reviewers use. Walk through any LIHTC file with a structured methodology developed across thousands of file reviews.
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Preview
What's in this checklist
This checklist guides compliance staff through every element of a LIHTC tenant file review, from initial certification through annual recertification. It covers Section 42 requirements with attention to common state agency monitoring focus areas.
Coverage includes
- Pre-review preparation and context confirmation
- Document inventory and completeness
- Tenant eligibility verification
- Income calculation review
- Asset verification review
- Rent and utility allowance verification
- Tenant Income Certification (TIC) accuracy
- Lease and lease addenda review
- Certification timing and effective dates
- Common state agency findings to watch for
- Documentation of review findings
Built for
LIHTC compliance staff, property managers, asset managers, third-party reviewers, anyone responsible for LIHTC file accuracy.
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Reference
The TRACS 202D Submission Cheat Sheet
Common errors that cause TRACS rejections and how to fix them before submission.
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The Affordable Housing Compliance Glossary
Plain-language definitions, organized by program. The reference guide compliance teams actually use.
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