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Prepare for your next on your MOR

Is Your Property Ready for Your Next HUD MOR?

HUD’s Management and Occupancy Review (MOR) is a review of a property’s compliance with HUD’s requirements. The MOR includes everything from repairs after your last REAC Inspection to your admissions policies and, most importantly, the household files that prove the eligibility of your residents.

An Unsatisfactory or Below Average on a MOR can cause unnecessary trouble for your property, and in some cases, can be devastating. Our Pre-MOR process helps identify the high-risk areas to fix before your next MOR.  First, we review a sample of the resident files, either onsite or remotely. Secondly, we will review your policies and procedures and make sure policies such as tenant selection plans and EIV policies are up to date and accurate. Most importantly, our Pre-MOR Risk Assessment helps you get an understanding of your current level of risk.

Our standard Pre-MOR includes:

  • A Review of 10 Files (Add More Files by Request)
  • A Thorough Review of Policies and Procedures

With prices starting at $900, this Pre-MOR risk assessment will get you on the path to success on your next MOR.

Make Sure Your Policies and Procedures Are Up to Date

Being prepared for your next Management Review (MOR) starts with ensuring that your policies and procedures are accurate, up to date, and comply with the HUD 4350.3 and Fair Housing regulations.

We’ll review your property’s policies and other requirements of HUD Form 9834. Next, we’ll create a report of any errors or inconsistencies with the required documentation, and make sure that they reflect any recent changes in HUD requirements. In some cases, all of it takes is a change to a word or phrase here and there to be in compliance. However, other times, issues call for a fresh start with up-to-date policies. When that is the case, we’ll provide you with the right templates and customize it to your specifications.

  • Tenant Selection Plan
  • Affirmative Fair Housing Marketing Plan (AFHMP)
  • EIV Policy and Procedures

Are your Resident Files In-Compliance or Below Average?

Proper documentation of income eligibility is a crucial part of affordable housing compliance. Calculating and verifying household income, student status, and general eligibility is more complicated than ever.

Our Pre-MOR file review includes a review of the current Annual Recertification and analysis of the original move-in documents. Our reviewers will report to you every incorrect calculation, missing documents, or blank signature line, to prepare for your next MOR field visit.

On-Site or Online – How Does It Work?

One of our compliance analysts can review your files and talk to your team either online or at the property; it’s your choice. Either way, we will review what you can expect from the MOR site visit and report. Before we start, we’ll have you provide details about the property so our analyst knows precisely what the requirements are before starting our Pre-MOR risk assessment. Next, we’ll work closely with the property staff to review everything to get your property prepared for success.

Our final report will include:

  • A report for each file that includes the findings and what you need to do to address any open issues
  • A summary of issues with resident files and policies and procedures

Expecting An Audit for a LIHTC, Zoning (IZ), Land-Use Restriction, or State-Funded Property?

Don’t have a HUD property? You can use our Pre-MOR Risk Assessment for LITHC properties or properties with land-use, inclusionary zoning (IZ) restrictions, or a state or local housing program. Our compliance analysts can quickly review your funding program requirements, and determine how to get your property best prepared.

Contact us today for a proposal

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