Preparing for a Management Occupancy Review - 2017 Update (AHAD74J)

  • Product Format
  • Pre Recorded Webinar
  • Presenter(s)
  • Paul Flogstad
  • Conference Date
  • Tuesday, December 19, 2017
  • Aired Time
  • 11:30 am ET - 10:30 am CT - 9:30 am MT - 8:30 am PT
  • Length
  • 60 minutes

Get Tools to Correct Deficiencies and Ensure a Successful MOR

Management occupancy reviews (MORs) tend to generate a sense of panic among all. These reviews are required on an annual basis for every property that’s covered by a project-based section 8 contract. The MOR verifies that property owners and management agents are in compliance with HUD and other federal regulations and their housing assistance payments (HAP) contract. You don’t want an MOR rating of “below average” or “unsatisfactory” – this often results in an HUD “flag”, which indicates you may be non-compliant.

Join this session with expert speaker Paul Flogstad who will walk you through all the steps of the MOR review so that you are well prepared for it. Paul will also demystify the MOR and give you the tools you will need to have a successful review. You will learn to correct deficiencies related to your operations and management divisions before MOR reviewers uncover these on their own. Paul will cover tenant files, the questionnaire, the physical inspection, the MOR report and findings and other relevant items from HUD handbook 4350.1.

Session Highlights

  • What to expect from a management occupancy review (MOR)
  • What an MOR is
  • What REAC is and how is it used
  • Maintenance and standard operating procedures for ensuring a successful review
  • Leasing and occupancy
  • TRACs monitoring and compliance
  • How to have good tenant files
  • Security of information
  • How to interpret the results of the MOR review

Who Should Attend

  • Property managers
  • Property owners
  • Leasing consultants
  • Housing authority staff
  • Tax credit compliance staff
  • Developers

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About the Presenter(s)

Paul has been involved in the real estate industry for the past 38 years. He has been involved in sales, construction, project management, appraisal, property management and property management consulting/training.

Through his consulting company, Property Management Solutions, he provides training and consulting services nationwide to owners, management companies, multi-housing associations, as well as state and federal agencies.

He specializes in fair housing issues and has developed fair housing and outreach programs for governmental agencies as well as conducting seminars which are presented to property management companies, apartment associations and the general public nationwide. Most recently, he has been a consultant to the State of South Dakota. In this assignment he has developed a fair housing awareness program that is one of the first of its kind in the nation. It involves a three pronged approach to fair housing awareness. This approach makes use of an ombudsman concept and has proven to be very effective in dealing with discrimination and landlord/tenant issues.

For over twenty years he was involved in appraisal of residential, multi-family, farm and commercial properties throughout the Midwest. Most recently, he was a consultant for affordable, multi-housing properties in 22 different states. This involved properties in HUD, Rural Development, HOME and Tax Credit programs.

He holds numerous professional property management designations and currently holds the prestigious RHM designation from the National Center for Housing Management.

Paul was previously Vice President of the South Dakota Multi-Housing Association, Vice Chairman of the Minnehaha County Housing and Redevelopment Commission, and Chairman of the Sioux Falls Property Appeals Board. In 2009, he received the Outstanding Educator of the Year award from the South Dakota Multi-Housing Association.

Paul just authored a book which was released in January of 2015. It is titled: “Fair Housing: What Everyone Should Know”. This is a comprehensive book about the fair housing written with a property manager’s perspective and with real world examples.

Paul enjoys working with people and helping them be the best they can be.


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We regret to announce that ProEdTech LLC and all its affiliate brands will cease operations on April 1, 2019.

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The ProEdTech Team