A Management and Occupancy Review must be conducted within six months following a change in ownership or management, in addition to the Federal Register schedule
pbra.monitoring_review.management_and_occupancy_review_after_ownership_or_management_change · v1.0.0
The contract administrator conducts management and occupancy reviews to determine whether the owner is in compliance with the Housing Assistance Payments contract, on a schedule set out by the Secretary and published in the Federal Register following notice and the opportunity to comment. Independently of that schedule, where a change in ownership or management occurs a management and occupancy review must be conducted within six months following the change. HUD or the contract administrator may inspect project operations and units at any time, and HUD may conduct Equal Opportunity reviews at any time. The six-month post-transfer review is the provision most often missed at an acquisition, because the acquiring owner inherits a review clock that is not the property's ordinary cycle.
- Confidence
- high
- Effective from
- 2022-09-26
- Consequence model
- agency finding with cure
- Last reviewed
- 2026-08-29
Evidence required
- Management and Occupancy Review report (HUD-9834)(at_least_one)
Citations
All sources verified within 1 day- Section 8 Housing Assistance Payments Program for New Construction24 CFR 880.612(a)
- Section 8 Housing Assistance Payments Program for New Construction24 CFR 880.612(b) and (c)
- Streamlining Management and Occupancy Reviews for Section 8 Housing Assistance Programs87 FR 37990-37998 (27 June 2022), effective 26 September 2022; FR document 2022-13426