Presented by: Silvia Rodriguez, Preferred Compliance Solutions

Location: Attendee Hub, https://cvent.me/2o2L01

Sign in: 12:55pm MT

Class: 1:00pm to 2:30pm MT

Managing a resident file from move-in through annual recertification requires consistency, attention to detail, and a strong understanding of HUD requirements. This interactive webinar will walk participants through the full life cycle of a file, with a primary focus on recertifications and ongoing compliance responsibilities as outlined in Chapter 7 of the HUD Handbook.

Participants will explore the recertification process step by step, including advance notices, third-party verifications, tenant interviews, income and asset updates, interim changes, and final file completion. We will also review critical timelines, common compliance risks, and practical best practices to help property teams stay organized and audit-ready.

Through real-world examples, knowledge checks, and discussion-based scenarios, attendees will leave with a clearer understanding of how to manage files efficiently while maintaining program compliance and reducing findings during MORs and audits.

Learning Objectives

By the end of this session, participants will be able to:

1. Identify the key stages in the life cycle of a resident file, with a focus on annual and interim recertifications.

2. Apply HUD Chapter 7 recertification timelines, notice requirements, and documentation standards to maintain compliance.

3. Implement best practices to improve file management, reduce common compliance errors, and keep files audit-ready.

This class is presented at no cost to participants.

The class will be recorded and available in the Attendee Hub (https://cvent.me/2o2L01) until October 31, 2026.