EIV Policies and Procedures, Staff Documents Required with HOTMA Highlights

OVERVIEW

This session provides a comprehensive, compliance-focused overview of developing and implementing effective EIV Policies and Procedures, including required components, staff responsibilities, and critical HOTMA updates. Participants will learn how to properly structure policies, safeguard sensitive data, and align EIV processes with HUD requirements while avoiding common Management and Occupancy Review (MOR) findings. The session also covers required staff documentation, user access requirements, and best practices for maintaining compliance across all aspects of EIV usage. EIV compliance is one of the most heavily scrutinized areas during HUD reviews, and weak or incomplete policies are a frequent source of findings. This session will help you:

• Build or refine policies that actually meet HUD expectations
• Understand how HOTMA changes impact your current procedures
• Ensure staff are properly trained, certified, and documented
• Protect sensitive tenant data and avoid security violations
• Reduce audit risk and prevent costly compliance findings

Learning Objectives

• Identify all required components of compliant EIV Policies and Procedures, including report usage, timing, and documentation standards.
• Explain HOTMA-related changes impacting EIV processes, including report frequency and verification requirements.
• Apply HUD requirements for safeguarding EIV data, including technical, administrative, and physical security measures.
• Determine required staff documentation, access levels, and certification requirements for EIV system users.
• Recognize common MOR findings related to EIV and implement strategies to avoid compliance deficiencies.

WHO SHOULD ATTEND?

• Property Managers and Assistant Managers
• Compliance Specialists
• Regional Managers
• Asset Managers
• Occupancy Specialists
• Certification Specialists
• EIV Coordinators and EIV Users
• Owners and Owner Representatives

DATE

September 10,  2026

TIME

1:30 – 3:00 pm CST

FACULTY

Rhanda McKown, Director of Affordable Housing at LeadingAge Southeast. 
Rhanda Mckown has served as the Director of Affordable Housing for LeadingAge Southeast since January of 2022. Her primary focus in this role is developing a robust housing education agenda, providing assistance and insight to members on housing issues, and contributing directly to the development and achievement of a housing advocacy agenda.

FEES

Provider and Business Members: $65
Promo Cod for member rate: Save$
Click here​ to register now directly with LeadingAge Southwest for this event.

Cancellations/Refunds/Substitutions

There is a $50 administrative fee for each cancellation or refund. Substitutions will be accepted at no additional fee. Due to costs incurred related to the program, no refunds will be issued after September 1, 2026. All cancellations and substitution requests must be submitted in writing to kmccloud@leadingagesoutheast.org.

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