Purpose

Be prepared for an MOR before it happens. NMA’s new Management and Occupancy Review (MOR) Preparation class will provide you with the information you need for a successful MOR. This class is designed for all knowledge levels, whether you're brand-new to multifamily or an expert in the field. If you’ve recently converted to RAD PBRA, an understanding of the MOR process is critical to your project’s success.

The Section 8 project-based rental assistance program falls under HUD's Office of Multifamily Housing. The program is broken down into various program and loan types that fit the needs of various populations and help to maintain a large affordable housing stock across the country. These programs are subject to an annual audit and inspection known as a Management and Occupancy Review (MOR).

While HUD Account Executives (AE) ultimately have the primary responsibility for contract administration for multifamily properties, Contract Administrators (CA), both performance-based and traditional, monitor program compliance through a contractual relationship with HUD. CAs are generally housing agencies that contract with HUD to oversee compliance through MORs in the multifamily programs.

Learning Outcomes

At the end of this seminar, you should be able to:

• Explain who performs the MOR and on what timeline
• Be familiar with form HUD-9834 and its addenda 
• Understand and apply how the overall score is calculated, and the subtopics covered under the various sections of the 9834 
• Describe and explain what HUD/CA is looking for when auditing: 
  • General appearance and security 
  • Follow-up and monitoring of project inspections 
  • Maintenance and general operating procedures 
  • Financial management and procurement 
  • Leasing and occupancy 
  • Application processing/tenant selection 
  • Leases and deposits 
  • Eviction/termination of assistance 
  • EIV system access and security compliance 
  • Compliance with EIV data and reports 
  • Repayment agreements 
  • TRACS compliance 
  • TRACS security requirements 
  • Tenant file security 
  • Summary of tenant file review 
  • Tenant/management relations 
  • General management operations 
• Be able to explain the use of the 9834 Addendum A for file reviews by HUD/CA and Owner 
• Recall the timelines for report, response, and closure 
• Describe action taken by HUD for uncorrected non-compliance

Seminar #101-068

AGENDA: View the agenda
METHOD: A group-live seminar featuring PowerPoint, case studies, group discussion, course book, and Q&A
LENGTH: Two days
AUDIENCE: All staff
PROGRAM LEVEL: Basic
PREREQUISITES: None
ADVANCED PREPARATION: None
CREDITS: CPE Units = 17, CEU units w/ exam 9.1

Nan McKay & Associates is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasbaregistry.org. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
CPE Sponsor ID# 101539

REGISTER: Fill out the PDF registration form and email to sales@nanmckay.com. Or select the seminar you'd like to attend from the list of locations and dates below to order online.

By registering for and attending this training, you agree that you will not copy, share, post, or otherwise disseminate training or exam materials, including but not limited to posting on the internet, internal network, shared drive, or other publicly accessible means of access. Unauthorized distribution of NMA materials may result in the loss of your certification and/or legal action. Hotel Recommendations: Please note that these are only recommendations. We also recommend asking for the government rate when booking rooms at any hotel. Cancellations: If you are unable to attend this seminar, you may send a substitute or receive a credit toward a future seminar, to be attended within a one-year period. If you are unable to attend, you must notify NMA in writing at least 60 calendar days prior to the start date of the seminar. If you do not notify NMA in writing, you are responsible for the entire registration fee. If you cancel less than 60 days prior to the start date of this seminar, a cancellation fee of $150 will be assessed. Substitutions must be in writing on company letterhead with the seminar name, location and attendee name, and received by NMA prior to the seminar start date. NMA reserves the right to cancel a seminar at any time. If a seminar is canceled by NMA, registration fees will be refunded or credited in full. NMA is not responsible for airfare, lodging or other related expenses. Please plan ahead by purchasing refundable airfare. Retaking Exams: Exam retake options vary; call for details. You are permitted to fail an exam three times before you are required to retake the seminar. NMA reserves the right to change any policies or pricing at any time and in its sole discretion. For more information regarding refund, complaint and program cancellation policies, please contact our offices at 800.783.3100.