MOR Series

This Management and Occupancy Review (MOR) Series offers a comprehensive look at all the facets and steps required for a successful Management and Occupancy Review (MOR). This series is developed for those new to the affordable housing industry or those seeking a refresher for an upcoming MOR. Each session will tackle a different aspect of the MOR; from understanding the basic mechanics of an MOR to completing internal assessments of site policies and procedures, and to responding to and closing out the MOR.

All training classes are in Eastern Time

Please click on the class title to view a description.

This webinar is perfect for new managers who have never undergone an MOR and also for seasoned managers that want an update and overview of the MOR process. Many new managers ask: What exactly happens during an MOR? How is the MOR Rating determined? How often will MORs occur?

In Part I of this three-part MOR series, participants will learn about each of the four stages of the MOR, new elements of the HUD Form 9834, the MOR rating methodology, and HUD’s final rule for the risk-based approach to scheduling MORs effective September 2022.

Once participants complete Part I, they are encouraged to register for MORs Part II, which focuses on specific leasing and occupancy assessments that must be accurate and complete to be compliant and ready. Think you don’t have time for this webinar training on MORs? Can you afford not to? Investment for training now will yield a significant amount of time and monetary savings for you and your property in post-MOR remedies.

Upcoming Classes

All training classes are in Eastern Standard Time

To be determined

Reinstatement of MORs for PBCA-administered HAP contracts has many Owners, Agents, Property Managers and Site Staff anxious about leasing and occupancy compliance. This is the second of a three-part webinar series designed to assist compliance staff and managers with their property’s Management and Occupancy Review (MOR). In the world of HUD compliance, it is not enough to just “be aware of the new rules”; you must incorporate new requirements into forms, policies and procedures. This webinar will guide participants through a series of detailed leasing and occupancy assessments to assess compliance and help staff develop a plan to tackle required leasing updates and avoid potential areas on non-compliance. Participation in this class is a crucial step in achieving a favorable leasing and occupancy rating on your next MOR!

Upcoming Classes

All training classes are in Eastern Standard Time

To be determined

MORs have been occurring for the last few years and Owners, Agents, Property Managers and Site Staff may find themselves struggling with responding and closing out past or current MOR findings. In the third session of a three-part webinar series designed to assist compliance staff and managers with understanding the Management and Occupancy Review (MOR), this webinar will guide participants through responding and closing out a MOR, with a look at common findings and example corrective actions that could be taken in several example scenarios. Participation in this class will provide the information needed to close out a MOR and successfully put in place controls and practices to prepare for better audits.

Upcoming Classes

All training classes are in Eastern Standard Time

To be determined