ORCF Training Presentations
September 2022 New Construction Lender Roundtable
2021 Environmental Training
2021 Virtual Servicing & Asset Management Dialogue & Training Sessions – Webinar Recordings
April and May 2021
- Session 1: General HUD ORCF Update with Questions and Answers
- Session 2: Asset Management Lender's Only Dialogue with ORCF HUD Staff
- Session 3: Regulatory Obligations & Risk Monitoring Wrap Up
2020 Lender Risk Monitoring Training
2018 Lenders/Servicers Training
St. Louis, MO Lenders/Servicers Training -June 2018
- Change in Collateral Training
- Change of Ownership Training
- Lease-Up Monitoring Training
- Portal Naming Conventions
- REAC Training
- Regulatory Agreement Requirements
- OIG Office of Audit Presentation
2017 Lender Training
Seattle, WA Lender Training – June 2017
- Application Processing
- Appraisal
- Environmental
- Master Lease, Portfolio, and AR Financing
- Closing
- Asset Management
- Policy
2016 Lender Training
Previous Participation Industry and Staff Training – November 7, 2016
2014 Lender Training
Seattle, WA and Minneapolis, MN Lender Trainings – July 2014
- Lean Overview
- Underwriting and Application Expectations
- Eligible Programs
- Master Leases / Portfolios
- Loan Sizing / Eligible Debt/ 92264a-ORCF
- Appraisals and Market Studies
- Participant Credit and Financial Review
- Previous Participation Certifications / APPS / 2530s
- Operator and Management Agent Analysis
- Insurance Requirements / Risk Management Programs
- Environmental Reviews
- Project Capital Needs Assessments / Architecture and Cost Processing
- Accounts Receivable Financing / DACAs / DAISAs
- Closings / Cost Certification
- Asset Management Update
- New Construction Criteria Template
- Risk Management-Operator Regulatory Agreement Requirements Grid
2013 Lender Training
Eastern Lenders Conference- Philadelphia, PA - March 13&14, 2013
- Welcome and Introduction
- Presentations
- Appraisals
- Environmental Review and Requirements
- Loan Committee
- Master Leases and AR
- New Construction Programs
- Policy Updates: Processes and Issues
- Portfolios
- Risk Management Plans
- State Inspections and Survey Process
- TPA: Transfer of Physical Assets
- Translating State Inspections: The ORCF Perspective
- Underwriting 101
- Closing Panel
- Documents