KHC has received an extension of the Performance-Based Annual Contributions Contract (ACC) with the U.S. Department of Housing and Urban Development (HUD). Under this ACC extension, HUD re-instated responsibilities for conducting Management and Occupancy Reviews (MOR).
During this extension period we do not anticipate being able to conduct all reviews; however, we have agreed to a portion of the properties in our current portfolio with HUD. Please keep in mind that HUD staff are still conducting their own reviews as well.
We are encouraging all property owner and management agents to be prepared for these type of reviews. Stay current on all HUD policies and procedures and ensure that all property management staff are aware of any changes that you have made in your own individual policies. Ensure that staff have access to training and materials that are necessary to ensure HUD requirements and regulations are being followed.
When conducting an MOR, KHC is responsible for following the guidelines that are outlined in the HUD Handbook 4350.1, Chapter 6. The review is conducted using the HUD-9834 form. The latest version of this form was posted to HUD's website in June 2016.
To stay informed and ready, KHC staff recommend reviewing the following:
- Review the updated version of HUD-9834 form in its entirety. This form will be used by the MOR auditor and contains all the questions that will be asked. Addendum C will list all documents that KHC staff must review while on site.
- Conduct a random review of your files for mistakes and missing documents.
- The MOR auditor will ask for a copy of your owner approval letter, CAAF, UAAF and copies of certifications showing that the appropriate staff have completed the Cyber Security Awareness Training as required by HUD.
- Review your current Tenant Selection Plan and House Rules to include information on the latest changes and updates.
- Ensure you are using the latest HUD version of all forms required.
- Review your Affirmative Fair Housing Marketing Plan and update if necessary.
For additional information on how to be prepared for an MOR, please review How to Prepare for an MOR.