{"id":57966,"date":"2026-06-24T06:00:00","date_gmt":"2026-06-24T13:00:00","guid":{"rendered":"https:\/\/www.yardi.com\/blog\/?p=57966"},"modified":"2026-06-23T11:56:49","modified_gmt":"2026-06-23T18:56:49","slug":"hotma-102-and-104-compliance-deadline-yardi-clients","status":"publish","type":"post","link":"https:\/\/www.yardi.com\/blog\/hotma-102-and-104-compliance-deadline-yardi-clients\/","title":{"rendered":"HOTMA 102 &amp; 104 compliance deadline for Yardi clients"},"content":{"rendered":"\n<p>Most public housing authorities should begin preparing now for upcoming HOTMA sections 102 and 104 compliance requirements.<\/p>\n\n\n\n<p>According to the U.S. Department of Housing and Urban Development (HUD), all applicable 50058 submissions with an effective date on or after January 1, 2027, must comply with the new HOTMA 102 and 104 requirements. While the deadline is set for the first of the year, Yardi recommends that agencies plan for policy and software changes by fall to ensure sufficient testing and implementation.<\/p>\n\n\n\n<p>Keep in mind, these changes will impact agency operations, rent calculations and the software used to process HUD data.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-is-hud-changing-under-hotma-sections-102-amp-104\">What is HUD changing under HOTMA sections 102 &amp; 104?<\/h2>\n\n\n\n<p>HOTMA sections 102 and 104 introduce significant changes to how agencies calculate household income, determine asset eligibility and calculate asset income. These updates directly affect rent calculations and subsidy determinations, which is why these are significant HOTMA changes for public housing agencies.<\/p>\n\n\n\n<p>These updates include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>New 50058 form<\/li>\n\n\n\n<li>Income and asset calculation rule changes\u200b<\/li>\n\n\n\n<li>Transition of the IMS\/PIC file format from ASCII to JSON<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-does-the-hotma-102-amp-104-compliance-deadline-mean-for-yardi-users\">What does the HOTMA 102 &amp; 104 compliance deadline mean for Yardi users?<\/h2>\n\n\n\n<p>Yardi is actively updating its software to support HOTMA Sections 102 and 104 requirements. Most rule changes related to income and asset calculations have already been built into the software. However, agencies will need to complete the required Yardi upgrade to enable these changes and prepare their systems for compliance.<\/p>\n\n\n\n<p>&nbsp; Current Yardi development efforts include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Plugin upgrades to enable required settings<\/li>\n\n\n\n<li>Support for the new 50058 form<\/li>\n\n\n\n<li>Updates related to income and asset calculations<\/li>\n\n\n\n<li>Changes to interim processing procedures<\/li>\n<\/ul>\n\n\n\n<p>We are still awaiting the new 50058 Instruction Booklet from HUD\u200b before completing remaining updates.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-can-agencies-prepare-for-these-changes\">How can agencies prepare for these changes?<\/h2>\n\n\n\n<p>With the deadline approaching, agencies should begin preparing now for the operational and technical changes associated with HOTMA 102 and 104. Yardi recommends that agencies focus on the following areas:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ensure-that-your-policies-are-up-to-date\">Ensure that your policies are up to date<\/h3>\n\n\n\n<p>Review HOTMA policy updates and ensure your agency has the capacity and resources to implement these changes.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-train-your-staff-ahead-of-time\">Train your staff ahead of time<\/h3>\n\n\n\n<p>Make sure your staff is educated on changes to income calculations, asset rules and interim procedures so they can apply new requirements accurately.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-monitor-yardi-updates\">Monitor Yardi updates<\/h3>\n\n\n\n<p>Yardi will continue sharing implementation guidance and product updates as they become available.<\/p>\n\n\n\n<p>Stay tuned for an upcoming webinar series with Gabrielle Van Horn, senior director at Yardi, where she will share additional guidance on HOTMA changes and what agencies should expect. You can also stay up to date on <a href=\"https:\/\/www.linkedin.com\/showcase\/yardiaffordablehousingph\">Yardi\u2019s LinkedIn account for Affordable Housing and PHA<\/a>.<\/p>\n\n\n\n<p><\/p>\n\n<!-- cmw-metaboxes-meta:\n{\n    \"entries\": [\n        {\n            \"id\": \"custom_update_date\",\n            \"data\": \"2026-06-24\"\n        }\n    ]\n}\n-->\n<!-- cmw-metaboxes-revision:\n{\n    \"entries\": [\n        {\n            \"id\": \"ver\",\n            \"data\": 6\n        }\n    ]\n}\n-->\n<!-- cmw-post-revision-version:\n{\n    \"entries\": [\n        {\n            \"id\": \"ver\",\n            \"data\": 6\n        }\n    ]\n}\n-->","protected":false},"excerpt":{"rendered":"<p>HUD has set the HOTMA Sections 102 and 104 compliance deadline for January 1, 2027. Learn what this means for Yardi users, including software updates and steps agencies should take.<\/p>\n","protected":false},"author":3570,"featured_media":57967,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_s2mail":"yes","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[4,3241],"tags":[],"class_list":["post-57966","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","category-pha"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v23.4 (Yoast SEO v24.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Yardi Blog<\/title>\n<meta name=\"description\" content=\"HUD has set the HOTMA 102 and 104 compliance deadline for January 1, 2027. Learn what Yardi clients should know.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.yardi.com\/blog\/hotma-102-and-104-compliance-deadline-yardi-clients\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"HOTMA 102 &amp; 104 compliance deadline for Yardi clients\" \/>\n<meta property=\"og:description\" content=\"HUD has set the HOTMA 102 and 104 compliance deadline for January 1, 2027. Learn what Yardi clients should know.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.yardi.com\/blog\/hotma-102-and-104-compliance-deadline-yardi-clients\/\" \/>\n<meta property=\"og:site_name\" content=\"Yardi Blog\" \/>\n<meta property=\"article:published_time\" content=\"2026-06-24T13:00:00+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.yardi.com\/blog\/wp-content\/uploads\/sites\/15\/2026\/06\/PHA-HOTMA-Blog-Image-30697.png?w=1920\" \/>\n\t<meta property=\"og:image:width\" content=\"1920\" \/>\n\t<meta property=\"og:image:height\" content=\"1080\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Niki Kolisch\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:description\" content=\"HUD has set the HOTMA 102 and 104 compliance deadline for January 1, 2027. Learn what Yardi clients should know.\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Niki Kolisch\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.yardi.com\/blog\/hotma-102-and-104-compliance-deadline-yardi-clients\/\",\"url\":\"https:\/\/www.yardi.com\/blog\/hotma-102-and-104-compliance-deadline-yardi-clients\/\",\"name\":\"HOTMA 102 &amp; 104 compliance deadline for Yardi clients\",\"isPartOf\":{\"@id\":\"https:\/\/www.yardi.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.yardi.com\/blog\/hotma-102-and-104-compliance-deadline-yardi-clients\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.yardi.com\/blog\/hotma-102-and-104-compliance-deadline-yardi-clients\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.yardi.com\/blog\/wp-content\/uploads\/sites\/15\/2026\/06\/PHA-HOTMA-Blog-Image-30697.png\",\"datePublished\":\"2026-06-24T13:00:00+00:00\",\"author\":{\"@id\":\"https:\/\/www.yardi.com\/blog\/#\/schema\/person\/45dfb1c1d8cc4c197983bc2cd6b48c88\"},\"description\":\"HUD has set the HOTMA 102 and 104 compliance deadline for January 1, 2027. Learn what Yardi clients should know.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.yardi.com\/blog\/hotma-102-and-104-compliance-deadline-yardi-clients\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.yardi.com\/blog\/hotma-102-and-104-compliance-deadline-yardi-clients\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.yardi.com\/blog\/hotma-102-and-104-compliance-deadline-yardi-clients\/#primaryimage\",\"url\":\"https:\/\/www.yardi.com\/blog\/wp-content\/uploads\/sites\/15\/2026\/06\/PHA-HOTMA-Blog-Image-30697.png\",\"contentUrl\":\"https:\/\/www.yardi.com\/blog\/wp-content\/uploads\/sites\/15\/2026\/06\/PHA-HOTMA-Blog-Image-30697.png\",\"width\":1920,\"height\":1080,\"caption\":\"HOTMA 102 and 104 compliance deadline for Yardi clients\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.yardi.com\/blog\/hotma-102-and-104-compliance-deadline-yardi-clients\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.yardi.com\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"HOTMA 102 &amp; 104 compliance deadline for Yardi clients\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.yardi.com\/blog\/#website\",\"url\":\"https:\/\/www.yardi.com\/blog\/\",\"name\":\"Yardi Blog\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.yardi.com\/blog\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.yardi.com\/blog\/#\/schema\/person\/45dfb1c1d8cc4c197983bc2cd6b48c88\",\"name\":\"Niki Kolisch\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.yardi.com\/blog\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/www.yardi.com\/blog\/wp-content\/uploads\/sites\/15\/2026\/02\/Niki-Kolisch-Headshot.png?w=96\",\"contentUrl\":\"https:\/\/www.yardi.com\/blog\/wp-content\/uploads\/sites\/15\/2026\/02\/Niki-Kolisch-Headshot.png?w=96\",\"caption\":\"Niki Kolisch\"},\"description\":\"Niki is a marketing writer for Yardi\u2019s public housing team, focused on housing innovation and industry trends. Her work is driven by her commitment to safe, affordable housing and the resilience of our communities and planet. Niki is based in Santa Barbara, California.\",\"sameAs\":[\"https:\/\/www.linkedin.com\/in\/niki-kolisch-yardi-pha\/\"],\"url\":\"https:\/\/www.yardi.com\/blog\/author\/niki-kolisch\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Yardi Blog","description":"HUD has set the HOTMA 102 and 104 compliance deadline for January 1, 2027. Learn what Yardi clients should know.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.yardi.com\/blog\/hotma-102-and-104-compliance-deadline-yardi-clients\/","og_locale":"en_US","og_type":"article","og_title":"HOTMA 102 &amp; 104 compliance deadline for Yardi clients","og_description":"HUD has set the HOTMA 102 and 104 compliance deadline for January 1, 2027. Learn what Yardi clients should know.","og_url":"https:\/\/www.yardi.com\/blog\/hotma-102-and-104-compliance-deadline-yardi-clients\/","og_site_name":"Yardi Blog","article_published_time":"2026-06-24T13:00:00+00:00","og_image":[{"url":"https:\/\/www.yardi.com\/blog\/wp-content\/uploads\/sites\/15\/2026\/06\/PHA-HOTMA-Blog-Image-30697.png?w=1920","width":1920,"height":1080,"type":"image\/png"}],"author":"Niki Kolisch","twitter_card":"summary_large_image","twitter_description":"HUD has set the HOTMA 102 and 104 compliance deadline for January 1, 2027. Learn what Yardi clients should know.","twitter_misc":{"Written by":"Niki Kolisch","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.yardi.com\/blog\/hotma-102-and-104-compliance-deadline-yardi-clients\/","url":"https:\/\/www.yardi.com\/blog\/hotma-102-and-104-compliance-deadline-yardi-clients\/","name":"HOTMA 102 &amp; 104 compliance deadline for Yardi clients","isPartOf":{"@id":"https:\/\/www.yardi.com\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.yardi.com\/blog\/hotma-102-and-104-compliance-deadline-yardi-clients\/#primaryimage"},"image":{"@id":"https:\/\/www.yardi.com\/blog\/hotma-102-and-104-compliance-deadline-yardi-clients\/#primaryimage"},"thumbnailUrl":"https:\/\/www.yardi.com\/blog\/wp-content\/uploads\/sites\/15\/2026\/06\/PHA-HOTMA-Blog-Image-30697.png","datePublished":"2026-06-24T13:00:00+00:00","author":{"@id":"https:\/\/www.yardi.com\/blog\/#\/schema\/person\/45dfb1c1d8cc4c197983bc2cd6b48c88"},"description":"HUD has set the HOTMA 102 and 104 compliance deadline for January 1, 2027. Learn what Yardi clients should know.","breadcrumb":{"@id":"https:\/\/www.yardi.com\/blog\/hotma-102-and-104-compliance-deadline-yardi-clients\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.yardi.com\/blog\/hotma-102-and-104-compliance-deadline-yardi-clients\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.yardi.com\/blog\/hotma-102-and-104-compliance-deadline-yardi-clients\/#primaryimage","url":"https:\/\/www.yardi.com\/blog\/wp-content\/uploads\/sites\/15\/2026\/06\/PHA-HOTMA-Blog-Image-30697.png","contentUrl":"https:\/\/www.yardi.com\/blog\/wp-content\/uploads\/sites\/15\/2026\/06\/PHA-HOTMA-Blog-Image-30697.png","width":1920,"height":1080,"caption":"HOTMA 102 and 104 compliance deadline for Yardi clients"},{"@type":"BreadcrumbList","@id":"https:\/\/www.yardi.com\/blog\/hotma-102-and-104-compliance-deadline-yardi-clients\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.yardi.com\/blog\/"},{"@type":"ListItem","position":2,"name":"HOTMA 102 &amp; 104 compliance deadline for Yardi clients"}]},{"@type":"WebSite","@id":"https:\/\/www.yardi.com\/blog\/#website","url":"https:\/\/www.yardi.com\/blog\/","name":"Yardi Blog","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.yardi.com\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.yardi.com\/blog\/#\/schema\/person\/45dfb1c1d8cc4c197983bc2cd6b48c88","name":"Niki Kolisch","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.yardi.com\/blog\/#\/schema\/person\/image\/","url":"https:\/\/www.yardi.com\/blog\/wp-content\/uploads\/sites\/15\/2026\/02\/Niki-Kolisch-Headshot.png?w=96","contentUrl":"https:\/\/www.yardi.com\/blog\/wp-content\/uploads\/sites\/15\/2026\/02\/Niki-Kolisch-Headshot.png?w=96","caption":"Niki Kolisch"},"description":"Niki is a marketing writer for Yardi\u2019s public housing team, focused on housing innovation and industry trends. Her work is driven by her commitment to safe, affordable housing and the resilience of our communities and planet. Niki is based in Santa Barbara, California.","sameAs":["https:\/\/www.linkedin.com\/in\/niki-kolisch-yardi-pha\/"],"url":"https:\/\/www.yardi.com\/blog\/author\/niki-kolisch\/"}]}},"jetpack_featured_media_url":"https:\/\/www.yardi.com\/blog\/wp-content\/uploads\/sites\/15\/2026\/06\/PHA-HOTMA-Blog-Image-30697.png","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/www.yardi.com\/blog\/wp-json\/wp\/v2\/posts\/57966","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.yardi.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.yardi.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.yardi.com\/blog\/wp-json\/wp\/v2\/users\/3570"}],"replies":[{"embeddable":true,"href":"https:\/\/www.yardi.com\/blog\/wp-json\/wp\/v2\/comments?post=57966"}],"version-history":[{"count":10,"href":"https:\/\/www.yardi.com\/blog\/wp-json\/wp\/v2\/posts\/57966\/revisions"}],"predecessor-version":[{"id":57986,"href":"https:\/\/www.yardi.com\/blog\/wp-json\/wp\/v2\/posts\/57966\/revisions\/57986"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.yardi.com\/blog\/wp-json\/wp\/v2\/media\/57967"}],"wp:attachment":[{"href":"https:\/\/www.yardi.com\/blog\/wp-json\/wp\/v2\/media?parent=57966"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.yardi.com\/blog\/wp-json\/wp\/v2\/categories?post=57966"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.yardi.com\/blog\/wp-json\/wp\/v2\/tags?post=57966"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}