OCC21-06: Preparing for Your MOR: Tips & Tricks

Management and Occupancy Review
Preparing for Your MOR: Tips & Tricks
So, you’ve got an MOR coming up, huh? Unsure where to start in preparing? Let CMS help! We’ve got a bag full of tips and tricks to set you up on the path to a successful MOR. We’ll go over some common findings and how to avoid them as well as suggestions on how to better organize your tenant files for smoother audits.
- Understand the MOR Report Summary and Comments
- Identify the most common MOR findings and how to avoid them
- Identify best practices for organizing tenant files

Event Details
Discounts May Apply After Adding to Cart
- Date June 30, 2021
- Time 10:00 AM Pacific Time
- Location Zoom (Click on Below Link)
Need to Register?

Presented by Karen Ventrice, Affordable Housing Trainer
Karen currently serves as the PBCA Affordable Housing Trainer and has been an integral part of CMS for 10 years. Her experience includes roles as Resident Liaison, Contracts Specialist, Compliance Specialist, and now the PBCA Affordable Housing Trainer for CMS. Karen provides a full range of instructional design services including needs analysis, content design and creation, training observations, evaluation of content and courses, instructional consultations, and development of training interventions.
OCC21-04: Tenant File Review Worksheet

Management and Occupancy Review
It was CMS in the library with the HUD-9834A!!
Ever wonder what exactly your Contract Administrator is looking for in your tenant files? Does the thought of Management Occupancy Reviews make you break out in hives? Stress no more! CMS will breakdown each line item in the HUD-9834 Addendum A and explain exactly what is looked for during your MOR.
If you are responsible for tenant and EIV files and are:
- An Owner
- A Management Agent, or
- On-Site Staff
Then this live webinar is just for you! Email your questions ahead of time to our Affordable Housing Trainer, kventrice@cms-results.com, and she will make sure she answers them live!
Materials will include a helpful handout for best practices on how to set up your tenant files for greater success!

Event Details
Discounts May Apply After Adding to Cart
- Date April 28, 2021
- Time 10:00 am PT
- Location Zoom (Click on Below Link)
Need to Register?

Presented by Karen Ventrice, Affordable Housing Trainer
Karen currently serves as the PBCA Affordable Housing Trainer and has been an integral part of CMS for 10 years. Her experience includes roles as Resident Liaison, Contracts Specialist, Compliance Specialist, and now the PBCA Affordable Housing Trainer for CMS. Karen provides a full range of instructional design services including needs analysis, content design and creation, training observations, evaluation of content and courses, instructional consultations, and development of training interventions.
Certified Multifamily Specialist
Featured
Management and Occupancy Review
On-Demand Occupancy Training

Did you know we offer an online certification course on the HUD Handbook 4350.3: Occupancy Requirements of Subsidized Multifamily Housing Programs?
If you manage a multifamily property with HUD subsidized units, it’s important to be familiar with occupancy requirements.
- How do you calculate rent?
- How do you know what to include in income and what deductions are applicable?
- What rules do you need to follow to meet leasing requirements?
This online training is for:
- Property Managers
- Tenants
- Owners
- Management Agents, and
- Anyone who works with leasing or qualifying tenants for subsidy

In this course, we’ll walk you through each chapter of the HUD Handbook 4350.3. Topics include civil rights requirements, eligibility, waiting list, determining income, calculating rent, and EIV.
The course includes a training video for each chapter with knowledge review quizzes and an open book final exam. If you pass the exam with a score of 70% or higher, you’ll receive the designation of Certified Multifamily Specialist.
If you are interested in having the handbook available for reference before taking the course, click here or keep scrolling below for a special bundle discount.
Frequently Asked Questions
A: Depending on your prior knowledge of the HUD Handbook 4350.3, you can expect to complete the course within two weeks if you spend about an hour a day on it.
A: Along with watching the videos on each chapter, you’ll need to continually reference the 4350.3 and do supplemental reading to understand the content of the course and take the Final Exam.
A: HUD’s handbooks are available in electronic format here.
We also offer the HUD Handbook 4350.3 as a printed desk reference for your convenience. This 782-page resource has tabs for each chapter and plenty of room to keep notes on previously used sections.