Webinar – Management & Occupancy Review Essentials for Owners & Operators of HUD Multifamily Housing Projects

June 11, 2019 @ 2:00 pm – 4:00 pm
Nicholas Murphy
Note: You will be taken to the Birch Island website for registration.
Tuesday, June 11, 2019
2:00 to 4:00 pm EDT

Are you anxious about an upcoming Management & Occupancy Review (MOR)? Did you perform poorly on a recent MOR? No worries…the MOR process does not have to be stressful or confusing! Let webcast host, Vinnie Viola, and presenters, Pamala Jeffries and Dixie Cristea, of Quadel Consulting & Training give you the tools you need to develop and implement good management practices to approach the MOR with confidence. The best time to prepare for an MOR is long before you receive your MOR appointment letter. A big key to success is to always prepare (well in advance!) for an MOR using the same tools the auditors use whenever possible – let us show you how!

The presenters will cover Form HUD-9834 with Addenda and the MOR process from initial scheduling through receiving the MOR closeout letter. Ms. Jeffries and Ms. Cristea will also share helpful tips and guidance regarding Enterprise Income Verification (EIV) compliance, Tenant Selection Plans, VAWA Emergency Transfer Plans as well as other important topics from their combined experience and expertise with HUD MOR requirements.

Training Agenda

  1. MOR Process Overview and Introduction to Form HUD-9834 and Addenda
  2. MOR Scheduling Letter
  3. MOR Preparation for the Owner/Agent
  4. MOR Onsite Process
  5. MOR Onsite Closeout
  6. MOR Summary Report
  7. MOR Summary Report Ratings and Appeals Process
  8. Owner/Agent Response to the MOR Summary Report
  9. MOR Summary Report Closeout
  10. Important Industry Updates (Including Tenant Selection Plan and VAWA Updates)
  11. Common MOR Findings and Helpful Tips (Including Useful Handouts)

Is This Training for Me?
This webcast is intended for multifamily housing professionals who operate HUD projects at the site level or in supervisory, corporate or regional manager roles. The training is also ideal for project owners who would benefit from an overview of HUD MOR requirements and expectations.

  • Onsite Property Managers
  • Regional Property Managers
  • Compliance Staff
  • Project Owners
  • State Housing Agencies & PHAs

Contact Vinnie Viola with questions about this training at vinnie@birchislandrec.com or (617) 905-6340.

​About the Presenters
Pamala Jeffries is a Program Compliance Specialist for North Carolina Quadel. Ms. Jeffries has over 5 years of experience conducting on-site Management & Occupancy Reviews of multifamily properties and group homes to determine compliance with HUD Section 8 regulations. Ms. Jeffries received her Juris Doctor from the College of William and Mary School of Law in Williamsburg, VA and her Bachelor of Arts from the University of North Carolina at Chapel Hill. She also holds an Assisted Housing Manager (AHM) Certification.

Dixie Cristea is the Director of Compliance and Training for North Carolina Quadel where she oversees the PBCA compliance staff for a portfolio of 572 HUD-assisted multifamily properties. Ms. Cristea has over 14 years of experience working with Project Based Section 8 program management. Ms. Cristea received her Juris Doctor from the University of North Carolina School of Law, Chapel Hill, NC. She received her Bachelor of Arts in Philosophy, Concentration in Philosophy of Law, summa cum laude, from North Carolina State University, Raleigh, NC. In addition, Ms. Cristea also holds Assisted Housing Manager (AHM) Certification, Housing Quality Standards (HQS) Certification, and Novogradac Property Compliance Certification (NPCC).

Vinnie Viola
, MPA, HCCP, is Principal and Founder of Birch Island Real Estate Consulting, LLC. His company provides asset management consulting services and web-based and private trainings to owners, developers, operators and investors of multifamily housing funded with LIHTC equity. With over 25 years’ experience, Vinnie has worked in for-profit, government and not-for-profit organizations that invest in, manage and regulate affordable housing. His career includes ten years in various syndicator leadership roles at Boston Financial Investment Management and Boston Capital, through which he gained expertise with asset management best practices. In these roles, Vinnie participated in hundreds of investment committee meetings for prospective tax credit investments. He proactively managed thousands of rental units in hundreds of investment partnerships, comprising over $1 billion in investor contributed equity. Vinnie received his Bachelor of Arts in Geography with concentration in urban planning from the University of Massachusetts Boston and Master of Public Affairs from the University of Texas Dallas. He is an active member of NH & RA’s Asset Management Council, a unique peer network that convenes affordable housing executives from multifamily development firms as well as syndicators, tax credit investors and lenders, to develop operational best practices.

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