Preparing For Your Management And Occupancy Review (MOR)

  • Aug 13, 2025 Wednesday | 01:00 PM ET | 12:00 PM CT | 10:00 AM PT | Duration: 90 Minutes | Live
  • Product Code: WEB00337
Contact Person Rhanda McKown
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Webinar Instruction will be emailed on your registered email address 3 days prior to webinar | Web Download / e-Transcript will be shared in 7 working days from the date of webinar

Getting ready for a Management and Occupancy Review (MOR) doesn’t have to feel overwhelming. Whether you’re new to the process or looking for ways to refine your approach, this webinar is designed to provide you with the tools and knowledge you need to confidently prepare for your next MOR. By focusing on the HUD-9834 form, this session offers a comprehensive, step-by-step guide to ensure your property and paperwork are ready for review.
This in-depth training session will walk you through each item on the HUD-9834 form, offering clear guidance on the essential do’s and don’ts of MOR preparation. You’ll leave with actionable strategies to simplify the preparation process, minimize stress, and maximize compliance.

Don’t Wait—Be Prepared! An MOR can be scheduled at any time, so staying prepared is key. This webinar offers a proactive approach to MOR readiness, ensuring you have the resources and insights needed to excel. Whether you’re new to MOR preparation or looking to refine your skills, this session will provide the clarity and confidence you need to succeed.

Join us and take the first step toward mastering MOR preparation. Your property—and your peace of mind—will thank you!

Learning Objectives:

  • Learn how to prepare for an MOR using an item-by-item checklist
  • Identify best practices when running reports and how to use the information in those reports to your advantage
  • Gain insight into how an MOR Reviewer thinks from a former MOR Reviewer
  • Identify specific areas to help avoid MOR findings
  • Hear about ways to reduce improper subsidy payments
  • Learn how to use the HUD-9834 form to your advantage to leverage for success.

Areas Covered in the Session:

This webinar is packed with valuable insights and practical advice tailored to help you excel during your MOR. Key learning objectives include:

  • Mastering MOR Preparation: Learn how to systematically prepare for an MOR using a detailed, item-by-item checklist. This approach ensures no critical details are overlooked.
  • Leveraging Reports to Your Advantage: Discover best practices for running essential reports and effectively using the data to strengthen your MOR preparation.
  • Gaining Reviewer Insights: Understand how a MOR Reviewer thinks, enabling you to anticipate their expectations and address potential concerns proactively.
  • Avoiding Common Findings: Identify specific areas of focus to help you avoid common MOR findings and maintain compliance with HUD requirements.
  • Understanding HUD-9834 Updates: Stay informed about any changes to the HUD-9834 form, including updates resulting from HOTMA (Housing Opportunity Through Modernization Act), if released by the time of the session.

Background:

Management and Occupancy Reviews (MOR) are one audit tool used by HUD to ensure that proper subsidy is being paid for tenants living in HUD Multifamily funded properties. The results of your MOR can affect the amount of money you receive from HUD. Mastering this process is essential to HUD compliance, as well as the financial stability of a property.

Why Should You Attend?

Preparing for an MOR is a critical part of maintaining compliance and avoiding costly findings. This webinar equips you with the knowledge and tools to streamline the process, reduce stress, and present your property in the best possible light during a review. With expert guidance, actionable tips, and a focus on real-world application, you’ll gain the confidence to tackle your next MOR with ease.

Who will Benefit?

  • Manager
  • Assistant Manager
  • Leasing Agent
  • Compliance Office

Any staff onsite or in corporate offices responsible for preparing for an MOR when one is scheduled and everyday tasks to stay prepared for an MOR.

 
Coder Archives 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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Speaker Profile

Rhanda McKown is a seasoned affordable housing professional with over 20 years of experience in the industry. Currently, she serves as Director of Affordable Housing for a non-profit organization covering four states. She spent 15 years working for a Performance Based Contract Administrator (PBCA), where she conducted Management and Occupancy Reviews across Florida and the U.S. Virgin Islands. Rhanda has developed specialized expertise in processing Auto-OCAF rent adjustments, Special Claims, Budget-Based Rent Adjustments, and Contract Renewals.

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We are approved to provide CPE/CE credits to Tax Professionals

  • IRS
  • NASBA
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We reports the educational credits to the respective licensing/regulatory bodies in 5 business days.

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