👩🏾‍🏫Taught by Doreatha Page, MA
COSCFS
🔗 doreatha.carrd.co
Module 8

HUD Review & Common Deficiencies

Preparing for HUD reviews and avoiding common AFHMP mistakes

⏱️ Duration: 45 minutes📚 3 Lessons
Lesson 1

HUD Review Process

HUD reviews AFHMPs both at initial submission and during property management reviews.

Initial Submission Review

  • Submitted to HUD Regional Office (Multifamily Hub)
  • Reviewed for completeness and compliance
  • May require revisions before approval
  • Approval letter issued when satisfactory
  • Cannot accept applications without approval

Ongoing Monitoring

  • Management and Occupancy Reviews (MOR)
  • Physical Inspection (REAC)
  • Financial audits
  • Complaint investigations
  • Random compliance reviews

What HUD Reviews

  • AFHMP document completeness
  • Marketing materials and advertisements
  • Applicant and tenant demographic data
  • Outreach documentation
  • Staff training records
  • Reasonable accommodation log
  • Complaint records
  • Application and denial documentation
  • Waiting list management
HUD can conduct reviews at any time. Be review-ready at all times by maintaining current documentation.

🔑 Key Points

  • Initial AFHMP requires HUD approval
  • Ongoing monitoring occurs throughout property operation
  • Keep all documentation organized and accessible
  • Be prepared for review at any time
Lesson 2

Common AFHMP Deficiencies

Understanding common deficiencies helps you avoid them in your AFHMP.

Documentation Deficiencies

  • Incomplete or outdated market analysis
  • Missing demographic data
  • Vague or generic marketing strategies
  • No specific outreach activities listed
  • Missing community organization contacts
  • No marketing budget or timeline
  • Insufficient detail on target populations
  • No documentation of past activities

Marketing Material Issues

  • Missing Equal Housing Opportunity logo
  • Logo too small or unclear
  • No fair housing statement
  • Discriminatory language or images
  • No accessibility information
  • Missing TDD/TTY contact information
  • Not available in relevant languages

Implementation Deficiencies

  • Marketing started after accepting applications
  • Tenant demographics significantly different from market area
  • No documentation of outreach efforts
  • Staff untrained or training not documented
  • No partnerships with community organizations
  • No tracking of marketing effectiveness
  • AFHMP not reviewed annually
  • Five-year update not submitted
The most common deficiency is lack of documentation. Even if you did the work, without documentation, you cannot prove compliance.

Record-Keeping Issues

  • Applications incomplete or missing
  • Denial reasons not documented
  • Waiting list not maintained properly
  • Reasonable accommodation requests not logged
  • No demographic data on applicants
  • Marketing expenses not tracked
  • Outreach activities not documented
  • Training records incomplete

🔑 Key Points

  • Most deficiencies relate to documentation
  • Market analysis must be specific and current
  • Marketing materials must be fully compliant
  • Implementation and tracking essential
Lesson 3

Corrective Actions

If HUD identifies deficiencies, prompt corrective action is required.

Responding to HUD Findings

  • Take findings seriously - they can impact funding
  • Review findings carefully
  • Develop corrective action plan
  • Implement corrections promptly
  • Document all corrective actions
  • Submit evidence of compliance to HUD
  • Follow up to ensure issue resolved

Common Corrective Actions

  • Revise AFHMP with specific details
  • Update market analysis with current data
  • Develop comprehensive marketing plan
  • Establish community partnerships
  • Conduct staff training
  • Implement record-keeping systems
  • Enhance marketing materials
  • Increase outreach to underserved groups
  • Submit progress reports to HUD
Failure to correct deficiencies can result in loss of HUD financing, penalties, or loss of good standing.

Preventing Future Deficiencies

  • Conduct regular self-assessments
  • Maintain comprehensive documentation
  • Stay current with HUD guidance
  • Seek technical assistance when needed
  • Attend fair housing training
  • Join industry associations for updates
  • Consult with fair housing experts
  • Review other properties' best practices
Example:
Sample Corrective Action Plan:

Deficiency: Lack of documented outreach to Hispanic/Latino community

Corrective Actions:
1. Establish partnership with Hispanic Chamber of Commerce (by 3/1)
2. Begin monthly Spanish newspaper advertising (starting 3/15)
3. Translate all marketing materials to Spanish (by 3/30)
4. Hire bilingual leasing consultant (posted 2/15)
5. Attend 4 Hispanic community events in next 6 months
6. Document all outreach activities
7. Submit progress report to HUD quarterly

Responsible Party: Property Manager
Completion Date: 9/1/2024
Evidence: Partnership agreement, ad copies, translated materials, attendance records

🔑 Key Points

  • Respond to deficiencies promptly and thoroughly
  • Develop specific corrective action plans
  • Document all corrections made
  • Implement preventive measures for future