compliance updates

Topics

• Compliance Forms for Housing Tax Credit and Multifamily Loan Programs Updated for HOTMA
• 2026 HOTMA Inflation-adjusted Factors
• Upcoming HOTMA Trainings Through chfareach

Housing Tax Credit and Multifamily Loan Programs Compliance Forms Updated for HOTMA

CHFA updates compliance forms as needed, and owners are encouraged to visit the Program Compliance Forms page regularly for the most current forms. The page includes a Compliance Form Current Version list showing when each form was last revised.

To comply with HOTMA requirements, the compliance forms listed below have been revised.

As a reminder, owners are not required to use CHFA’s forms, as long as the owner’s forms contain all the same questions and content.

• Pre-Review Management Questionnaire
• Post Year 15 HTC Self – Certification Questionnaire
• Self-Certification Questionnaire

As always, please contact your Program Compliance Officer (PCO) with any compliance-related questions for the Housing Tax Credit and CHFA Loan programs. To find your PCO, search on CHFA’s website by city and property name.

2026 HOTMA Inflation-adjusted Factors

HUD has published the 2026 HOTMA inflation-adjusted values effective January 1, 2026, as follows:

• The asset threshold is $52,787
• Earned income exclusion for dependent adult full-time students is $500
• Adoption assistance exclusion is $500
• The passbook savings rate is 0.40%

For more information and the list of all the adjustment factors use this PDF document on the HUD website.

Upcoming HOTMA Training Through chfareach

• Mastering Housing Tax Credit Compliance with HCCP exam, Denver 09.10.2025 to 09.12.2025
• Beginner HUD Compliance Training: Foundations for Onsite Teams in a Post-HOTMA World, Webinar October 21, 2025
• Advanced HUD Compliance Training: HOTMA, Tenant Selection Plan Options, and HUD-required Documentation, Webinar October 23, 2025

Questions?

Please reach out to your Program Compliance Officer for more information.