Management &Occupancy Reviews - They're Back!

In April 2016,thePerformance-Based Annual Contributions Contract (ACC) was extended throughDecember 2017 and includes the restoration of the Management & Occupancy Review(MOR) for all assigned Section 8 contracts. We expect MORs to begin in May.

Section 8Management & Occupancy Reviews have been the topic of conversation for manyyears. In 2011, the industry experienced a shift when several Performance BasedContract Administrators (PBCAs) contested new awards of PBCA contracts.

Eleven contractswere uncontested and the PBCAs assigned continued to administer the Section 8contracts including tasks required to perform the Management & Occupancy Reviews(MORs). They include;(Iowa - Iowa Finance Authority, Maine - Maine StateHousing Authority, Minnesota - Minnesota Housing Finance Agency, Montana -Montana Department of Housing, New Hampshire - NH Finance Housing Authority,North Dakota - ND Housing Finance Agency, Puerto Rico - PR Housing FinanceAgency, South Dakota - SD Housing Development Authority, Vermont - Vermont StateHousing Authority, Virgin Islands - North Tampa Housing Development, Wyoming -Housing Authority of the City of Cheyenne)

The TraditionalContract Administrators (e.g. Mass Housing, MSHDA, CT Housing and VHDA) continuewith business as usual for those Section 8 contracts included in the TCAcontract. MORs conducted by TCAs continued as always.

HUD (orrepresentatives assigned by HUD) continue to have the authority to conductManagement & Occupancy Reviews for both Section 8 and non-Section 8 properties.

However, in the remaining 42states, the Section 8 PBCA contract was modified and Management & OccupancyReviews conducted by PBCAs were suspended. This has been the case for roughlyfive years.With the extension of the currentACC, which restores PBCAs authority to conduct MORs, you should be prepared ifyour PBCA notifies you that they will be visiting your site for an inspection.

Instructor-ledTraining From RBD

HUD Management & Occupancy Challenge

So, areyou ready? Have you been keeping up with changes that impact a compliancereview?

In this class, we will take an in-depth look at management processes to help youidentify any areas that may need to be enhanced and to help you prepare for anaudit. Whether or not you are asked to participate in an MOR, it is a good timeto pull your management plan together and make sure it's current.

We'll start by providing information about changes that have occurred in thelast month and then we'll take an in-depth look at questions asked during theMOR and how policies and practices should be presented to demonstrate compliancebased on the Handbook.

Trainingincludes sample forms, notices and checklists.

Toregister for training, visit our web site atwww.rbdnow.comor contact our Training Coordinator (Larue Marin)

To sign up for the HUDBlast,visit our web site Just enter your email address in the box in the center ofthe home page.You canview previously posted HUDBlasts from our web site at

We also encourage you to sign-up for theListserv, so you can receive current RHIIP related information from HUD canview the RHIIP Tips Archives, under "Listserv-Multifamily RHIIP Tips" at

RBD does not act as a legal advisor nor as a regulatory governingagency. The recipient should understand that any materials or commentscontained hereinare not designed for, nor should be relied upon as a source oflegal guidance or as a final authority with respect to any particularcircumstance. Ross Business Development, Inc. makes no warranty ofmerchantability or fitness for a particular purpose or any other warranty of anytype. Owners and management should seek competent legal advice in developing andcarrying out policies and procedures. While we have been diligent in ourefforts to provide comprehensive and accurate regulatory information, RossBusiness Development, Inc. shall not be responsible for errors or inaccuracies.