Management and Occupancy Review (MOR): Ready, Set, Go! (2022 Updates)

Aug
10
01:00 PM ET / 12:00 PM CT / 11:00 AM MT / 10:00 AM PT
Duration: 90 minutes Speaker: Gwen Volk

Days
Hours
Mins
Secs

This webinar will NOT be recorded, hence won't be available on-demand.

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Live webinar access with handouts. Access notification 48 hrs before Event via email.
$199
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Up to 30 Attendees
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$2999
ABOUT THE EVENT

UPDATE:  Find out how the Management and Occupancy Review (MOR) final rule and a notice establishing MOR schedules published in the Federal Register on June 24, 2022, will affect you. This final rule amends existing regulations related to MORs.

The Management and Occupancy Review (MOR) is how HUD proves to taxpayers and to Congress that subsidy dollars are being wisely spent. So, whether performed by HUD, the PBCA, or CA, owners and managers are held to a high standard before, during, and after the review. This course is an overview of what to expect, how to prepare, what to do at “zero hours” and how to respond when it’s over.  The course will address how COVID-19 impacts the process including preparing for the review, ensuring residents and employees are safe during the visit, and how HUD and their contractors are addressing the challenges.

Learning Objectives:

  • Know the top 10 reasons for failing a MOR
  • Understand the HUD 9834 review form
  • Learn how to prepare for the MOR
  • Know what will happen in the on-site visit
  • Know what to do/say during the entrance meeting and exit interview
  • Understand the scoring system
  • Learn how to respond to the findings and recommendations
  • Know when and how a MOR can and cannot be appealed
  • Learn some ways to handle COVID 19 issues related to a MOR

Additional Benefits

  • Live Q&A With Gwen
  • Quiz During The Class
  • Certificate Of Participation
  • Handouts

Who Should Attend:

  • Property Managers
  • Property owners
  • Maintenance Staff
  • Realtors
  • Compliance Staff
  • Legislators
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Gwen Volk

Since 1983, Gwen Volk has assisted owners, agents, and on-site staff in navigating the programs that provide housing for low and moderate-income families. She has served as president and CEO of a Midwest affordable housing management company, as chief compliance officer for a Dallas-based firm, and has provided training and consulting services in 36 states. Gwen is a nationally recognized expert in tax credit, bond, HOME, HUD and Rural Development program compliance. She has twice served on NAHMA’s board of directors and has also served on the board of the NAHMA Education Foundation. She has chaired NAHMA’s Certification Review Board, Fair Housing, Education and Training, and Specialist in Housing Credit Management (SHCM) Advisory Committees, and has been a member of the SHCM exam-writing committee from the start. Since 2009 Gwen has served on IREM’s Federal Housing Advisory Board and previously chaired IREM’s Ethics Hearing and Discipline Board. Gwen holds the CPM, NAHP-e, SHCM, HCCP, CPO, FHC and RAM designations. She holds a BA in English and Education and a Masters Degree in Business Management. She is a NAHMA-certified trainer for the Certified Professional of Occupancy (CPO), Fair Housing Compliance (FHC) and Blended Compliance Designation (BCD) courses and for the SHCM Blended Learning on-line certification course. Gwen’s classes are interactive, informative and in demand.

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Maria

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Gwen was fantastic and the material was very informative.


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Gwen is a very good teacher cause of all her years in the field.


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I finally understand how the effective date of actions affects discrepancies.


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I have loved every webinar that Gwen has done. She is informative and helpful.


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Loved the cartoons. Made it easy to understand.


John

Client

Great explanations of the income discrepancies, loved the slides to show the differences

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