Audit 314972

FY End
2024-03-31
Total Expended
$2.60M
Findings
16
Programs
1
Organization: Belmont Elderly Housing, Inc. (NH)
Year: 2024 Accepted: 2024-07-11

Organization Exclusion Status:

Checking exclusion status...

Findings

ID Ref Severity Repeat Requirement
478281 2024-002 - Yes E
478282 2024-003 - - P
478283 2024-002 - Yes E
478284 2024-003 - - P
478285 2024-004 Significant Deficiency Yes P
478286 2024-004 Significant Deficiency Yes P
478287 2024-005 Material Weakness - P
478288 2024-005 Material Weakness - P
1054723 2024-002 - Yes E
1054724 2024-003 - - P
1054725 2024-002 - Yes E
1054726 2024-003 - - P
1054727 2024-004 Significant Deficiency Yes P
1054728 2024-004 Significant Deficiency Yes P
1054729 2024-005 Material Weakness - P
1054730 2024-005 Material Weakness - P

Programs

ALN Program Spent Major Findings
14.157 Supportive Housing for the Elderly $2.35M Yes 4

Contacts

Name Title Type
EXWHSMMQS391 Jill Lesmerises Auditee
6032253295 Shauna Brown Auditor
No contacts on file

Notes to SEFA

Title: NOTE C: U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT LOAN PROGRAM Accounting Policies: NOTE A: BASIS OF PRESENTATION: The accompanying schedule of expenditures of federal awards includes the federal award activity of Belmont Elderly Housing, Inc., HUD Project No. 024-EE011, and is presented on the accrual basis of accounting. 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 for Federal Awards (Uniform Guidance). Because the Schedule presents only a selected portion of the operations of Belmont Elderly Housing, Inc., it is not intended to and does not present the financial position, changes in net assets, or cash flows of Belmont Elderly Housing, Inc. NOTE B: 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. De Minimis Rate Used: N Rate Explanation: Belmont Elderly Housing, Inc. has elected not to use the 10 percent de minimis indirect cost rate as allowed under the Uniform Guidance. Belmont Elderly Housing, Inc. has received a U.S. Department of Housing and Urban Development capital advance under Section 202 of the National Housing Act. The loan balance outstanding at the beginning of the year is included in the federal expenditures presented in the Schedule. Belmont Elderly Housing, Inc. received no additional loans during the year. The balance of the loan outstanding at March 31, 2024 consists of: Outstanding Balance at AL Number Program Name March 31, 2024 14.157 Section 202 Capital Advance $2,347,500

Finding Details

Finding 2024-002: Compliance finding Information on universe: Total population was 44 units. Sample Size: 5 files were selected for testing. Condition: Missing required documentation. Enterprise Income Verification (EIV) reports were not able to be run due to the license expiring and the person with the license no longer working at the organization. Criteria: HUD Requires EIV forms to be run, monthly, quarterly and annually. Effect: Required documents were not in the files. Context: Auditor reviewed tenant files noting the form was not present in the tenant files. Cause: Lack of oversight by management agent. The one individual with the EIV license was no longer working at the Organization. Recommendation: A system should be in place requiring more than one individual to have an EIV license and ensure the license does not lapse.
Finding 2024-003: Compliance finding Information on universe/sample size: Management Occupancy Review (MOR) Condition: HUD performed an MOR in September of 2023 for which a response is required within 30 days. The response was not completed timely and the MOR is still open. Criteria: A response is due within 30 days of the MOR. Effect: Findings by HUD have not been resolved. Context: Auditor noted the MOR is still open. Cause: Significant turnover at the management agent. Recommendation: Once the management agent is fully staffed, they must make all efforts to reply to the MOR findings within the required 30 days.
Finding 2024-002: Compliance finding Information on universe: Total population was 44 units. Sample Size: 5 files were selected for testing. Condition: Missing required documentation. Enterprise Income Verification (EIV) reports were not able to be run due to the license expiring and the person with the license no longer working at the organization. Criteria: HUD Requires EIV forms to be run, monthly, quarterly and annually. Effect: Required documents were not in the files. Context: Auditor reviewed tenant files noting the form was not present in the tenant files. Cause: Lack of oversight by management agent. The one individual with the EIV license was no longer working at the Organization. Recommendation: A system should be in place requiring more than one individual to have an EIV license and ensure the license does not lapse.
Finding 2024-003: Compliance finding Information on universe/sample size: Management Occupancy Review (MOR) Condition: HUD performed an MOR in September of 2023 for which a response is required within 30 days. The response was not completed timely and the MOR is still open. Criteria: A response is due within 30 days of the MOR. Effect: Findings by HUD have not been resolved. Context: Auditor noted the MOR is still open. Cause: Significant turnover at the management agent. Recommendation: Once the management agent is fully staffed, they must make all efforts to reply to the MOR findings within the required 30 days.
Finding 2024-004: Significant Deficiency Information on universe/sample size: It was noted during testing that some of the HUD form certifiers were not updated in a timely manner. Condition: HUD forms must be certified by an authorized user. Criteria: The certifier for HUD forms should be a current employee with oversight in the area the form pertains to. Effect: The forms were not certified by the correct individual. Context: Auditor reviewed source documents noting incorrect certifier. Cause: Lack of oversight by management agent. Recommendation: A procedure be implemented to ensure that the Project changes the certifier on forms, when applicable, in a timely manner.
Finding 2024-004: Significant Deficiency Information on universe/sample size: It was noted during testing that some of the HUD form certifiers were not updated in a timely manner. Condition: HUD forms must be certified by an authorized user. Criteria: The certifier for HUD forms should be a current employee with oversight in the area the form pertains to. Effect: The forms were not certified by the correct individual. Context: Auditor reviewed source documents noting incorrect certifier. Cause: Lack of oversight by management agent. Recommendation: A procedure be implemented to ensure that the Project changes the certifier on forms, when applicable, in a timely manner.
Finding 2024-005: Material Weakness Information on universe/sample size: It was noted during testing that the management agent was not able to perform management duties in a timely manner. Condition: All management agent duties should be performed timely. Criteria: Tenant units should be filled in a timely manner; existing tenants need to be recertified annually and management fee needs to be adjusted for vacancies. Effect: There were significant vacancies, some tenant’s subsidies had expired, and the management fee was overstated. Context: Auditor noted the vacancies and file issues during testing. Cause: Significant turnover at the management agent. Recommendation: The management agent should hire a consultant to assist with performing the necessary management agent duties until they are fully staffed.
Finding 2024-005: Material Weakness Information on universe/sample size: It was noted during testing that the management agent was not able to perform management duties in a timely manner. Condition: All management agent duties should be performed timely. Criteria: Tenant units should be filled in a timely manner; existing tenants need to be recertified annually and management fee needs to be adjusted for vacancies. Effect: There were significant vacancies, some tenant’s subsidies had expired, and the management fee was overstated. Context: Auditor noted the vacancies and file issues during testing. Cause: Significant turnover at the management agent. Recommendation: The management agent should hire a consultant to assist with performing the necessary management agent duties until they are fully staffed.
Finding 2024-002: Compliance finding Information on universe: Total population was 44 units. Sample Size: 5 files were selected for testing. Condition: Missing required documentation. Enterprise Income Verification (EIV) reports were not able to be run due to the license expiring and the person with the license no longer working at the organization. Criteria: HUD Requires EIV forms to be run, monthly, quarterly and annually. Effect: Required documents were not in the files. Context: Auditor reviewed tenant files noting the form was not present in the tenant files. Cause: Lack of oversight by management agent. The one individual with the EIV license was no longer working at the Organization. Recommendation: A system should be in place requiring more than one individual to have an EIV license and ensure the license does not lapse.
Finding 2024-003: Compliance finding Information on universe/sample size: Management Occupancy Review (MOR) Condition: HUD performed an MOR in September of 2023 for which a response is required within 30 days. The response was not completed timely and the MOR is still open. Criteria: A response is due within 30 days of the MOR. Effect: Findings by HUD have not been resolved. Context: Auditor noted the MOR is still open. Cause: Significant turnover at the management agent. Recommendation: Once the management agent is fully staffed, they must make all efforts to reply to the MOR findings within the required 30 days.
Finding 2024-002: Compliance finding Information on universe: Total population was 44 units. Sample Size: 5 files were selected for testing. Condition: Missing required documentation. Enterprise Income Verification (EIV) reports were not able to be run due to the license expiring and the person with the license no longer working at the organization. Criteria: HUD Requires EIV forms to be run, monthly, quarterly and annually. Effect: Required documents were not in the files. Context: Auditor reviewed tenant files noting the form was not present in the tenant files. Cause: Lack of oversight by management agent. The one individual with the EIV license was no longer working at the Organization. Recommendation: A system should be in place requiring more than one individual to have an EIV license and ensure the license does not lapse.
Finding 2024-003: Compliance finding Information on universe/sample size: Management Occupancy Review (MOR) Condition: HUD performed an MOR in September of 2023 for which a response is required within 30 days. The response was not completed timely and the MOR is still open. Criteria: A response is due within 30 days of the MOR. Effect: Findings by HUD have not been resolved. Context: Auditor noted the MOR is still open. Cause: Significant turnover at the management agent. Recommendation: Once the management agent is fully staffed, they must make all efforts to reply to the MOR findings within the required 30 days.
Finding 2024-004: Significant Deficiency Information on universe/sample size: It was noted during testing that some of the HUD form certifiers were not updated in a timely manner. Condition: HUD forms must be certified by an authorized user. Criteria: The certifier for HUD forms should be a current employee with oversight in the area the form pertains to. Effect: The forms were not certified by the correct individual. Context: Auditor reviewed source documents noting incorrect certifier. Cause: Lack of oversight by management agent. Recommendation: A procedure be implemented to ensure that the Project changes the certifier on forms, when applicable, in a timely manner.
Finding 2024-004: Significant Deficiency Information on universe/sample size: It was noted during testing that some of the HUD form certifiers were not updated in a timely manner. Condition: HUD forms must be certified by an authorized user. Criteria: The certifier for HUD forms should be a current employee with oversight in the area the form pertains to. Effect: The forms were not certified by the correct individual. Context: Auditor reviewed source documents noting incorrect certifier. Cause: Lack of oversight by management agent. Recommendation: A procedure be implemented to ensure that the Project changes the certifier on forms, when applicable, in a timely manner.
Finding 2024-005: Material Weakness Information on universe/sample size: It was noted during testing that the management agent was not able to perform management duties in a timely manner. Condition: All management agent duties should be performed timely. Criteria: Tenant units should be filled in a timely manner; existing tenants need to be recertified annually and management fee needs to be adjusted for vacancies. Effect: There were significant vacancies, some tenant’s subsidies had expired, and the management fee was overstated. Context: Auditor noted the vacancies and file issues during testing. Cause: Significant turnover at the management agent. Recommendation: The management agent should hire a consultant to assist with performing the necessary management agent duties until they are fully staffed.
Finding 2024-005: Material Weakness Information on universe/sample size: It was noted during testing that the management agent was not able to perform management duties in a timely manner. Condition: All management agent duties should be performed timely. Criteria: Tenant units should be filled in a timely manner; existing tenants need to be recertified annually and management fee needs to be adjusted for vacancies. Effect: There were significant vacancies, some tenant’s subsidies had expired, and the management fee was overstated. Context: Auditor noted the vacancies and file issues during testing. Cause: Significant turnover at the management agent. Recommendation: The management agent should hire a consultant to assist with performing the necessary management agent duties until they are fully staffed.