Properties with a scheduled MOR
A notice with a date on it turns every open documentation item into a deadline. Preparation is what keeps the review routine.
MOR preparation
MOR preparation and corrective action support.
Altus Compliance prepares HUD-assisted properties for a Management and Occupancy Review, works the file and documentation gaps before the reviewer arrives, and helps assemble a defensible corrective action response when findings are issued.
MOR prep
Programs covered
- HUD Multifamily (Handbook 4350.3)
- Project-Based Rental Assistance
- Section 202
- Section 811
- RAD
Nationwide engagements
Who this is for
Built for the teams carrying the compliance risk.
Properties responding to MOR findings
A corrective action plan that is specific, cited, and time-bound closes faster than one written under pressure.
Owners with a below-average prior rating
A prior rating follows the property. Clearing the underlying causes changes the next outcome.
Problems it solves
What this work is actually for.
- An MOR notice arriving before the file backlog is cleared
- Findings repeating from the prior review cycle
- Tenant files that cannot be produced in reviewable condition
- EIV documentation and required reports missing or incomplete
- Written policies that no longer match actual site practice
- TRACS discrepancies surfacing during the review
- Corrective action responses that get rejected and restart the clock
- No internal capacity to run a mock review before the real one
Programs covered
Every major affordable housing program.
Altus Compliance works nationwide and layers program requirements the way funders do, so a property with multiple funding sources is reviewed against all of them.
HUD Multifamily (Handbook 4350.3)Project-Based Rental AssistanceSection 202Section 811RADPBVLayered LIHTC and HUD
What we review
A mock review that mirrors what the reviewer will actually do.
- Tenant file review against HUD Handbook 4350.3 requirements
- Annual and interim recertification timing and processing
- Income and asset verification, including EIV usage and required printouts
- Rent calculation, utility allowance, and subsidy accuracy
- Waiting list management, tenant selection plan, and applicant processing
- Required written policies, including EIV, VAWA, reasonable accommodation, and pet rules
- TRACS submission history and unresolved discrepancies
- Required postings, notices, and resident communication documentation
- Prior MOR findings and whether the underlying cause was actually corrected
- General appearance and security documentation within the MOR protocol
The process
How the engagement runs.
- Step 1
Scoping and timeline
We work backward from the notice date and identify the highest-risk areas first.
- Step 2
Mock review
Files, policies, and required documentation are reviewed against the MOR protocol the way the reviewer applies it.
- Step 3
Gap closure
Findings are returned with citations and specific fixes, then re-reviewed once corrected.
- Step 4
Response support
If findings are issued, we help draft a corrective action plan with citations, owners, and completion dates.
Deliverables
What you receive.
- Mock MOR report organized by the review protocol's own sections
- Prioritized gap list with regulatory citations and target dates
- Tenant file findings with specific corrections per file
- Policy and documentation gap list with recommended language sources
- Prior-finding closure analysis showing whether root causes were addressed
- Draft corrective action plan support after findings are issued
Common compliance risks
The findings we see most often.
Repeat findings
Prior findings that were papered over rather than corrected are the fastest route to a lower rating.
EIV documentation gaps
Missing or undocumented EIV usage is one of the most consistently cited MOR items.
Policy-practice mismatch
Written policies that do not match what the site actually does generate findings even when files are clean.
FAQ
Frequently asked questions.
Related services
Work that pairs with this.
HUD compliance review
Broader operational assessment for HUD multifamily portfolios.
HUD compliance reviewNSPIRE Inspection Readiness
Pre-inspection review of units, common areas, outside areas, findings, photos, and repair priorities.
NSPIRE Inspection ReadinessTRACS compliance support
Resolve the submission and rejection patterns that surface during an MOR.
TRACS compliance supportHUD and LIHTC layered compliance
For properties where the MOR sits on top of tax credit requirements.
HUD and LIHTC layered complianceGet in touch
MOR on the calendar?
Send us the notice date and the prior review outcome. Altus Compliance will scope preparation around the time you actually have.