What should an occupancy file include?

Prepare for the Certified Occupancy Specialist (COS) Exam with a comprehensive set of flashcards and multiple-choice questions. Each question includes hints and clear explanations to help you master the material. Ensure your success on the COS test!

The main concept tested is what documents belong in an occupancy file to support eligibility, tenancy, and program compliance. A complete occupancy file should capture the applicant’s information and the process used to determine eligibility, the verifications that substantiate income and other criteria, the lease that defines the tenancy terms, the HAP contract that governs payments, the HQS results showing the unit meets housing standards, and any correspondence related to the tenancy. This full set creates an auditable trail from application through ongoing occupancy and payments. Bank statements alone don’t demonstrate eligibility or contract compliance; maintenance requests alone don’t establish eligibility or the required contract framework; eviction notices alone don’t reflect the full setup and ongoing compliance of the tenancy.