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Management and Occupancy Review Specialist (MORS)

NCHM also offers File Audit Services!

A certification program for management personnel and regulatory agencies

Management and Occupancy Review Specialist (MORS) is a three-day, certification program designed to give management personnel a thorough understanding of the process used by contract administrators in the performance of HUD-mandated management and occupancy review (MOR). This program is for both managers as well as for contract administrator staff who wish to enhance their skills.

OVERVIEW

During the past few years, Management and Occupancy Reviews have been performed by contract administrators as part of an annual assessment of management performance and property compliance with numerous HUD guidelines and regulations. The MORS program is a step-by-step certification program which will provide a refresher in these guidelines and regulations and their relevance to the MOR process, along with discussion of the common errors and misunderstandings which lead to poor performance on MOR's by both management staff and contract administrator staff.

WHAT YOU'LL LEARN

HUD Form 9834. This form is used by contract administrators and regulatory agencies in documenting the Management and Occupancy Review. HUD Form 9834 was revised effective September of 2005, and the MORS certification uses the most up-to date version of this form. We'll take you from the desk reviews of the contract administrator before they arrive on-site, to making corrections or challenging findings after the MOR has been completed.

Regulations and guidelines. MORS will provide you with an understanding of what is behind each item on the HUD Form 9834. We'll use material from Title 24 of the Code of Federal Regulations; HUD Handbook 4350.3, Rev. 1; HUD Handbook 4350.1; along with a variety of HUD notices.

Planning. The MORS program will give you all you need to plan and prepare for your MOR. You'll be able to spot and correct potential trouble spots in advance of the review. While NCHM cannot guarantee you'll receive a superior rating on the MOR, we can guarantee that you'll have a greater understanding of the process, guidelines and regulations, as well as fewer unpleasant surprises.

Benefiting from the experience of others. The MORS certification not only draws from our decades of experience in training the housing management industry, and our knowledge of the industry. The MORS program design features both individual performance and group case studies. These group case studies provide the opportunity for participants to share their ideas and experience, enhancing the learning that occurs during the program.

DURATION: Three-day program
CERTIFICATION/EXAM: Includes half-day certification exam
INSTRUCTION FORMAT: Lecture supported by multimedia presentation
PREREQUISITES/LEVEL: None/Suitable for all levels
INTENDED AUDIENCE: ..Property managers or those new to profession; Contract Administrator staff
OFFERED AS: Regularly scheduled; also Special Group
MATERIALS PROVIDED: MORS Manual and HUD Form 9834
MATERIALS TO BRING: Calculator, highlighter, pen/pencil

COURSE AGENDA

DAY 1
8:00 ................Registration
8:30 ................Overview of program, Resources Manual; introductions
9:00 ................The Contract Administrator Desk Review
10:00 ..............Morning Break
10:15 ..............Desk Review (Continued)
10:45 ..............General Appearance, Security, Maintenance
12:00 ..............Lunch
1:00 ................General Appearance, Security, Maintenance (Continued)
1:30 ................Case Study and Quiz
2:30 ................Financial Management and Procurement
3:00 ................Afternoon Break
3:15 ................Financial Management and Procurement (Continued)
3:45 ................Case Study and Quiz
5:00 ................Adjourn

Day 2
8:30 ................Review
9:00 ................File Reviews/File Audits
10:00 ..............Morning Break
10:15 ..............File Reviews/File Audits (Continued)
12:00 ..............Lunch
1:00 ................File Reviews/File Audits
3:00 ................Afternoon Break
3:15 ................Case Studies/Exercises
4:15 ................Resident Satisfaction

Day 3
8:30 ................Review
9:00 ................Post-Management Review process: Making corrections and appealing findings
10:00 ..............Morning Break
10:15 ..............Final Question and Answer Session
10:30 ..............Certification Exam
2:30 ................Certification Exam period ends

NCHM admits students without regard to race, color, creed or ethnic origin, or disability to all of its educational programs.


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