Management and Occupancy Reviews (MORs) - Preparing for Success

Overview

Preparing for a successful Management and Occupancy Review requires much more than gathering files a few days before the reviewer arrives.

This webinar walks participants through HUD Form 9834 and Addendum C, explaining each major review area and the documentation reviewers expect to see. Attendees will learn practical strategies for organizing tenant files, policies, reports, waiting lists, maintenance records, EIV documentation, fair housing materials, and other operational records that are commonly reviewed during an MOR.

Throughout the session, participants gain valuable insight into how reviewers evaluate compliance, identify common deficiencies, and assess whether property operations are consistent with HUD requirements. The result is a practical roadmap for improving compliance throughout the year while reducing the likelihood of MOR findings.

Why you should Attend

Many MOR findings are not the result of major compliance failures they stem from missing documentation, inconsistent procedures, outdated forms, or small details that could have been corrected before the review. A single finding can result in corrective action plans, additional oversight, increased workload, and unnecessary stress for both onsite and corporate staff. This webinar helps participants recognize the issues reviewers commonly identify, understand what documentation is expected, and develop practical systems that reduce risk long before the MOR begins.

Areas Covered in the Session

• Understanding the complete HUD Management and Occupancy Review process from scheduling through final response
• Using HUD Form 9834 and Addendum C as a comprehensive MOR preparation checklist
• Preparing tenant files, waiting lists, applications, leases, and required HUD forms for review
• Organizing Affirmative Fair Housing Marketing Plans, Tenant Selection Plans, House Rules, lease addenda, and property policies
• Reviewing maintenance records, work orders, annual unit inspections, REAC documentation, and lead-based paint requirements
• Preparing EIV documentation, staff authorization records, Rules of Behavior, Cyber Awareness requirements, and EIV Policies and Procedures
• Managing vouchers, rent rolls, income targeting reports, financial documentation, and operational records
• Understanding reviewer expectations for VAWA documentation, termination notices, application rejection letters, and fair housing compliance
• Identifying common documentation errors that result in MOR findings and learning how to prevent them
• Developing year-round compliance practices that improve organization, strengthen operations, and make future MORs less stressful

Who Will Benefit

• Property Managers
• Assistant Property Managers
• Occupancy Specialists
• Compliance Specialists
• Resident Managers
• Regional Property Managers
• Regional Compliance Managers
• Affordable Housing Directors
• Portfolio Managers
• Asset Managers
• Certification Specialists
• Housing Coordinators
• Executive Directors overseeing HUD housing
• Owners and Managing Agents
• Internal Auditors and Quality Control Staff