Prior to the Management Occupancy Review On-Site, the Owner/Agent should:

• Confirm Appointment (Date and time will be sent to the Owner/Agents listed in HUD Secure Systems via email for confirmation)
• Provide property information (Requested in the Upcoming MOR email)
• Notify subsidized and non-subsidized residents accordingly
• Fill out and return the MOR Survey Questionnaire
• Submit the following documents in advance for review:
  • Employment Data
  • List of damages chargeable to tenants/Maintenance charges (if applicable)
  • List of Fee charges, in addition to rent, including HUD approval letter (if applicable)
  • Written Rent Collection Policy
  • Tenant Selection Plan
  • Application/Pre-Application/Supplement to Application/Reject Letter
  • Copy of Owner Third-Party Verification Forms
  • Waiting List (Current Sample pages, entire list is not required)
  • EIV Policies and Procedures
  • Affirmative Fair Housing Marketing Plan (HUD 935.2)
  • Copies of Advertising efforts for the past year, including Yellow Pages, Newspapers, Handouts, Brochures, Leaflets, Etc.
  • Lease
  • Lease Addenda, including House Rules (if any)
  • Pet Policy (if applicable)
  • Rent Schedule (HUD-92458)
  • Current Rent Roll
  • Grievance Policy
  • Tenant Handbook and/or Newsletter (if any)
  • Written Rules for the Community Room (if any)
  • Lead-Free Certification (if applicable)
  • VAWA Emergency Transfer Plan
  • Other (Documents provided to applicants/tenants, if any)

During the Management Occupancy Review On-Site visit, the Owner/Agent can expect:

• A verbal on-site interview
• A review of a minimum of five tenant files in accordance with HUD Form-9834 A (Shall include at least one move-out and/or rejected applicant)
• An observation of commons areas, maintenance areas, property grounds, and a sampling of vacant/occupied units
• Follow-up on REAC inspection reports
• Exit Conference

After the Management Occupancy Review, the Owner/Agent can expect:

• To receive the MOR Report Summary and Comments within 30 calendar days of the on-site visit
• Required to respond to MOR Findings by the Target Completion Date listed on the MOR Report (30 calendar days)
• Receive the opportunity to appeal an overall MOR score of Below Average or Unsatisfactory within 30 calendar days of the date of the MOR Report