Wait Lists & Tenant Selection Across Affordable Housing Programs (02/18)

WAIT LISTS & TENANT SELECTION ACROSS AFFORDABLE HOUSING PROGRAMS

Affordable housing programs each have distinct compliance requirements. Knowing how to effectively manage waitlists, apply tenant selection criteria, and maintain accurate records is crucial for leasing staff, compliance teams, and property managers.

This session offers a clear, step-by-step roadmap for navigating waitlist management and tenant selection across major programs — including LIHTC, HUD Multifamily Housing, Rural Development (RD), and HOME — to help ensure accuracy and ongoing compliance.

WHAT YOU CAN EXPECT FROM THIS TRAINING

This session provides practical guidance on how to manage waiting lists and tenant selection in full compliance with federal housing program requirements. Participants will gain a clear understanding of how to organize, document, and implement fair and consistent policies across multiple programs — including LIHTC, HUD Multifamily Housing, Rural Development (RD), and HOME.

Topics Covered

Waiting List Management
→ Creating and maintaining compliant waiting lists for each program
→ Opening and closing waiting lists appropriately
→ Documenting changes and updating applicant information
→ Removing and reinstating applicants in accordance with program rules

Tenant Selection & Occupancy Requirements
→ Understanding Tenant Selection Plan (TSP) requirements across programs
→ Implementing preferences (Elderly, Disability, VAWA, Unhoused, etc.)
→ Applying tenant screening criteria – what’s allowed and what’s not
→ Assigning accessible units in compliance with Fair Housing and reasonable accommodations
→ Responding to requests for reasonable accommodations and modifications related to tenant selection

WHO SHOULD ATTEND

This training is ideal for professionals involved in applicant selection and compliance within affordable housing programs, including:

• Property Managers and Assistant Managers
• Compliance Specialists and Coordinators
• Leasing Agents and Occupancy Staff
• Regional or Corporate Compliance Teams
• Anyone responsible for managing waitlists or tenant selection in affordable housing programs

WHAT YOU WILL TAKEAWAY

• Instructor: Morgan Baldwin, Housing Compliance Trainer

• Type of Instruction - Virtual Presentation

• Certificates of Attendance Provided within 7 business days after the training.

• Continuing Education Hours (CE Hours): 3 Hours, which can be applied to US Housing Consultants ACE Designations

• Reference Manual Provided: A PDF Reference Manual will be provided within 24 hours prior to the training event.

While closed captioning can be made available, the use of artificial intelligence (AI)– based note-taking tools or software is strictly prohibited. Please be advised that any AI notetaking logins detected during training will be removed.

US Housing Consultants does not give permission to record our training material and/or trainers.

Any recordings completed by US Housing Consultants is proprietary to the company.