Audit 26505

FY End
2022-09-30
Total Expended
$14.04M
Findings
8
Programs
6
Year: 2022 Accepted: 2023-08-30

Organization Exclusion Status:

Checking exclusion status...

Findings

ID Ref Severity Repeat Requirement
31120 2022-003 Material Weakness - P
31121 2022-004 Material Weakness - L
31122 2022-003 Material Weakness - P
31123 2022-004 Material Weakness - L
607562 2022-003 Material Weakness - P
607563 2022-004 Material Weakness - L
607564 2022-003 Material Weakness - P
607565 2022-004 Material Weakness - L

Programs

Contacts

Name Title Type
J6CEQN7NKB77 Kate Gazunis Auditee
8123393491 Shoaib Khar Auditor
No contacts on file

Notes to SEFA

Accounting Policies: NOTE 1 BASIS OF PRESENTATION The accompanying Schedule of Expenditures of Federal Awards (Schedule) includes the federal grant activity of the Housing Authority of the City of Bloomington, Indiana (Authority) under programs of the federal government for the year ended September 30, 2022. The information in this Schedule is presented in accordance with the requirements of Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements of Federal Awards (Uniform Guidance). Because the Schedule presents only a selected portion of the operations of the Authority, it is not intended to and does not present the financial position, changes in net position, or cash flows of the Authority. NOTE 2 SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES Expenditures reported on the Schedule are reported on the accrual basis of accounting. Such expenditures are recognized following the cost principles contained in the Uniform Guidance, wherein certain types of expenditures are not allowable or are limited as to reimbursement. The Authority has elected not to use the 10-percent de minimis indirect cost rate as allowed under the Uniform Guidance. De Minimis Rate Used: N Rate Explanation: The auditee did not use the de minimis cost rate.

Finding Details

2022-003. Account Analysis Criteria: HUD has certain accounting requirements for gathering, processing and reporting all financial transactions per HUD Financial Management Handbook No. 7475.1 Chapter 6. Condition: The level of effort devoted towards account analysis of balance sheet and income and expense items was insufficient. Several accounts were noted to be incorrect and / or unsupported with sufficient detail as follows: ? No supporting documentation or calculation maintained for the following account balances: - Prepaids - Payroll tax withholding - A/R - Fraud recovery - Allowance for doubtful account ? Fraud recovery - A/R ? HUD (EHV) - Other current liabilities ? No depreciation schedule prepared for FY 2022. ? Certain accounts did not reconcile to the schedule as follows: - Cash - FSS liability - Operating grant revenue for HCV HAP, FSS and ROSS. ? Few accounts were rolled forward from prior year without any adjustments made in the current year as follows: - Accrued compensated absences liability - A/R ? HUD (FSS) Questioned Costs: None noted. Effect: The PHA has not maintained ledgers with sufficient accuracy and proper supporting documentation and approval. Cause: It appears that PHA has not adhered to proper internal control and accounting procedures. Recommendation: I recommend that the PHA formulate a plan of action whereby all financial information can be gathered, processed and presented in an accurate manner backed by proper supporting documentation. Management?s Response: We agree with the Auditor?s finding and the following actions will be taken to improve the situation. Weekly, Monthly, and Yearly checklists will be created along with a specific criterion of required documentation to be kept with each account reconciliation. In the event of an account adjustment documentation will be kept to cross reference all adjustments back to the journal entry.
2022-004. Late Submission Criteria: The Authority must submit the audited financial statement to REAC and the Federal Clearinghouse within 9 months of the fiscal year. Condition: I noted that the Authority did not submit the electronic transmission of their GAAP based audited Financial Data Schedule (FDS) to the Financial Assessment Subsystem of REAC and the Federal Clearinghouse within the 9 months of their year-end. Questioned Costs: None noted. Effect: As a result, the Authority did not comply with the HUD requirement of submitting the audit within the time allotted. Cause: Due to change in personnel, the new management was late in securing an audit contract in due time which resulted in late completion of the audit. Recommendation: I recommend that the Authority implement controls to ensure the audit is complete and submitted in a timely manner. Management?s Response: We agree with the Auditor?s findings and feel that this was a one-time issue that will be corrected. As noted above, this happened due to a personnel change. Both the Director of Finance and the Executive Director moving forward are included in this part of the year-end procedure as part of our newly implemented year-end checklist.
2022-003. Account Analysis Criteria: HUD has certain accounting requirements for gathering, processing and reporting all financial transactions per HUD Financial Management Handbook No. 7475.1 Chapter 6. Condition: The level of effort devoted towards account analysis of balance sheet and income and expense items was insufficient. Several accounts were noted to be incorrect and / or unsupported with sufficient detail as follows: ? No supporting documentation or calculation maintained for the following account balances: - Prepaids - Payroll tax withholding - A/R - Fraud recovery - Allowance for doubtful account ? Fraud recovery - A/R ? HUD (EHV) - Other current liabilities ? No depreciation schedule prepared for FY 2022. ? Certain accounts did not reconcile to the schedule as follows: - Cash - FSS liability - Operating grant revenue for HCV HAP, FSS and ROSS. ? Few accounts were rolled forward from prior year without any adjustments made in the current year as follows: - Accrued compensated absences liability - A/R ? HUD (FSS) Questioned Costs: None noted. Effect: The PHA has not maintained ledgers with sufficient accuracy and proper supporting documentation and approval. Cause: It appears that PHA has not adhered to proper internal control and accounting procedures. Recommendation: I recommend that the PHA formulate a plan of action whereby all financial information can be gathered, processed and presented in an accurate manner backed by proper supporting documentation. Management?s Response: We agree with the Auditor?s finding and the following actions will be taken to improve the situation. Weekly, Monthly, and Yearly checklists will be created along with a specific criterion of required documentation to be kept with each account reconciliation. In the event of an account adjustment documentation will be kept to cross reference all adjustments back to the journal entry.
2022-004. Late Submission Criteria: The Authority must submit the audited financial statement to REAC and the Federal Clearinghouse within 9 months of the fiscal year. Condition: I noted that the Authority did not submit the electronic transmission of their GAAP based audited Financial Data Schedule (FDS) to the Financial Assessment Subsystem of REAC and the Federal Clearinghouse within the 9 months of their year-end. Questioned Costs: None noted. Effect: As a result, the Authority did not comply with the HUD requirement of submitting the audit within the time allotted. Cause: Due to change in personnel, the new management was late in securing an audit contract in due time which resulted in late completion of the audit. Recommendation: I recommend that the Authority implement controls to ensure the audit is complete and submitted in a timely manner. Management?s Response: We agree with the Auditor?s findings and feel that this was a one-time issue that will be corrected. As noted above, this happened due to a personnel change. Both the Director of Finance and the Executive Director moving forward are included in this part of the year-end procedure as part of our newly implemented year-end checklist.
2022-003. Account Analysis Criteria: HUD has certain accounting requirements for gathering, processing and reporting all financial transactions per HUD Financial Management Handbook No. 7475.1 Chapter 6. Condition: The level of effort devoted towards account analysis of balance sheet and income and expense items was insufficient. Several accounts were noted to be incorrect and / or unsupported with sufficient detail as follows: ? No supporting documentation or calculation maintained for the following account balances: - Prepaids - Payroll tax withholding - A/R - Fraud recovery - Allowance for doubtful account ? Fraud recovery - A/R ? HUD (EHV) - Other current liabilities ? No depreciation schedule prepared for FY 2022. ? Certain accounts did not reconcile to the schedule as follows: - Cash - FSS liability - Operating grant revenue for HCV HAP, FSS and ROSS. ? Few accounts were rolled forward from prior year without any adjustments made in the current year as follows: - Accrued compensated absences liability - A/R ? HUD (FSS) Questioned Costs: None noted. Effect: The PHA has not maintained ledgers with sufficient accuracy and proper supporting documentation and approval. Cause: It appears that PHA has not adhered to proper internal control and accounting procedures. Recommendation: I recommend that the PHA formulate a plan of action whereby all financial information can be gathered, processed and presented in an accurate manner backed by proper supporting documentation. Management?s Response: We agree with the Auditor?s finding and the following actions will be taken to improve the situation. Weekly, Monthly, and Yearly checklists will be created along with a specific criterion of required documentation to be kept with each account reconciliation. In the event of an account adjustment documentation will be kept to cross reference all adjustments back to the journal entry.
2022-004. Late Submission Criteria: The Authority must submit the audited financial statement to REAC and the Federal Clearinghouse within 9 months of the fiscal year. Condition: I noted that the Authority did not submit the electronic transmission of their GAAP based audited Financial Data Schedule (FDS) to the Financial Assessment Subsystem of REAC and the Federal Clearinghouse within the 9 months of their year-end. Questioned Costs: None noted. Effect: As a result, the Authority did not comply with the HUD requirement of submitting the audit within the time allotted. Cause: Due to change in personnel, the new management was late in securing an audit contract in due time which resulted in late completion of the audit. Recommendation: I recommend that the Authority implement controls to ensure the audit is complete and submitted in a timely manner. Management?s Response: We agree with the Auditor?s findings and feel that this was a one-time issue that will be corrected. As noted above, this happened due to a personnel change. Both the Director of Finance and the Executive Director moving forward are included in this part of the year-end procedure as part of our newly implemented year-end checklist.
2022-003. Account Analysis Criteria: HUD has certain accounting requirements for gathering, processing and reporting all financial transactions per HUD Financial Management Handbook No. 7475.1 Chapter 6. Condition: The level of effort devoted towards account analysis of balance sheet and income and expense items was insufficient. Several accounts were noted to be incorrect and / or unsupported with sufficient detail as follows: ? No supporting documentation or calculation maintained for the following account balances: - Prepaids - Payroll tax withholding - A/R - Fraud recovery - Allowance for doubtful account ? Fraud recovery - A/R ? HUD (EHV) - Other current liabilities ? No depreciation schedule prepared for FY 2022. ? Certain accounts did not reconcile to the schedule as follows: - Cash - FSS liability - Operating grant revenue for HCV HAP, FSS and ROSS. ? Few accounts were rolled forward from prior year without any adjustments made in the current year as follows: - Accrued compensated absences liability - A/R ? HUD (FSS) Questioned Costs: None noted. Effect: The PHA has not maintained ledgers with sufficient accuracy and proper supporting documentation and approval. Cause: It appears that PHA has not adhered to proper internal control and accounting procedures. Recommendation: I recommend that the PHA formulate a plan of action whereby all financial information can be gathered, processed and presented in an accurate manner backed by proper supporting documentation. Management?s Response: We agree with the Auditor?s finding and the following actions will be taken to improve the situation. Weekly, Monthly, and Yearly checklists will be created along with a specific criterion of required documentation to be kept with each account reconciliation. In the event of an account adjustment documentation will be kept to cross reference all adjustments back to the journal entry.
2022-004. Late Submission Criteria: The Authority must submit the audited financial statement to REAC and the Federal Clearinghouse within 9 months of the fiscal year. Condition: I noted that the Authority did not submit the electronic transmission of their GAAP based audited Financial Data Schedule (FDS) to the Financial Assessment Subsystem of REAC and the Federal Clearinghouse within the 9 months of their year-end. Questioned Costs: None noted. Effect: As a result, the Authority did not comply with the HUD requirement of submitting the audit within the time allotted. Cause: Due to change in personnel, the new management was late in securing an audit contract in due time which resulted in late completion of the audit. Recommendation: I recommend that the Authority implement controls to ensure the audit is complete and submitted in a timely manner. Management?s Response: We agree with the Auditor?s findings and feel that this was a one-time issue that will be corrected. As noted above, this happened due to a personnel change. Both the Director of Finance and the Executive Director moving forward are included in this part of the year-end procedure as part of our newly implemented year-end checklist.