Audit 331288

FY End
2023-06-30
Total Expended
$4.91M
Findings
18
Programs
6
Year: 2023 Accepted: 2024-12-06

Organization Exclusion Status:

Checking exclusion status...

Findings

ID Ref Severity Repeat Requirement
513448 2023-003 Material Weakness Yes B
513449 2023-005 - Yes L
513450 2023-001 Material Weakness Yes P
513451 2023-002 - Yes P
513452 2023-003 Material Weakness Yes B
513453 2023-004 - - L
513454 2023-005 - Yes L
513455 2023-001 Material Weakness Yes P
513456 2023-002 - Yes P
1089890 2023-003 Material Weakness Yes B
1089891 2023-005 - Yes L
1089892 2023-001 Material Weakness Yes P
1089893 2023-002 - Yes P
1089894 2023-003 Material Weakness Yes B
1089895 2023-004 - - L
1089896 2023-005 - Yes L
1089897 2023-001 Material Weakness Yes P
1089898 2023-002 - Yes P

Programs

Contacts

Name Title Type
SCKZF1LHJN63 Kathleen Boyce Auditee
5082900111 Ivan Tutov Auditor
No contacts on file

Notes to SEFA

Title: NOTE A - BASIS OF PRESENTATION: 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: CDP has elected not to use the 10% de minimums indirect cost rate allowed under the Uniform Guidance. The accompanying schedule of expenditures of federal awards (the Schedule) includes the federal award activity of the Lower Cape Cod Community Development d/b/a Community Development Partnership (CDP) under programs of the federal government for the year ended June 30, 2023. 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 CDP it is not intended to and does not present the financial position, changes in net assets, or cash flows of CDP.The dollar threshold used to distinguish Type A and Type B programs according to 2CFR 200.518(b)(1) is determined to be $750,000. There were no awards received that were passed through to subrecipients.
Title: NOTE D - NON CASH FEDERAL AWARDS: 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: CDP has elected not to use the 10% de minimums indirect cost rate allowed under the Uniform Guidance. The CDP receives an interest credit subsidy from USDA that does not result in cash receipts or disbursements. For the year ended June 30, 2023, the CDP received and expensed $42,316 worth of non-cash interest credit subsidy under assistance listing 10.415 - Rural Rental Housing Loan Program. This amount is included in the amount presented on the Schedule of Expenditures of Federal Awards.
Title: NOTE E - FEDERAL AWARDS EXPENDED FOR LOAN OR LOAN GUARANTEE PROGRAMS: 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: CDP has elected not to use the 10% de minimums indirect cost rate allowed under the Uniform Guidance. Balances of loans and loan guarantee programs outstanding as of June 30, 2023 for loans described in 2 CFR section 200.502(b) are as follows: Assistance Listing Program name Beginning balance as of 6/30/22 New loans from 7/1/22-6/30/23 Outstanding balance as of 6/30/23 14.239 Home Investment Partnerships Program $2,256,000 $- $2,256,000 14.228 Community Development Block Grants/State's program and Non-Entitlement Grants in Hawaii 917,773 - 917,773 10.415 Rural Rental Housing Loans 926,852 - 917,164 Total $4,100,625 $- $4,090,937

Finding Details

2023-003Financial Management System- (Material Weakness) Criteria:According to 2 CFR 200.302, the financial management system of each non-Federal entity must provide records that identify adequately the source and application of funds for federally-funded activities. These records must contain information pertaining to Federal awards, authorizations, financial obligations, unobligated balances, assets, expenditures, income and interest and be supported by source documentation. Condition: Statement of financial position transactions were not allocated properly to programs/properties funded with federal funds. Cause: Due to a human error of individuals who were handling the accounting entries, some of transactions were not accurately allocated to the correct programs/properties. Effect: Improper allocation of transactions among various programs/properties could lead to comingling of funds from different projects. This could result in unallowable cost or in allowable cost charged simultaneously to two different programs/properties. Questioned Cost: Undetermined Recommendation: Establish an internal control procedures in place that provide for separate accountability for projects by allocating transactions properly and producing accurate financial reports for each federally funded programs/properties. Management's Views and Corrective Action Plan Management's response is included in "Management's View and Corrective Action Plan" at the end of this report after the schedule of findings and questioned cost
2023-005 Data Collection Form (Form SF-SAC) Criteria: According to 45 CFR 75.512, the audit must be completed and the data collection form (Form SF-SAC) must be submitted within the earlier of 30 calendar days after receipt of the auditor's report(s), or nine months after the end of the audit period. Condition: The CDP failed to submit to FAC the data collection form. Cause: The CDP failed to acquire the annual audit in a timely fashion resulting in a failure to file the data collection form. Effect: Failure to file data collection form could result in withholding of federal funds and jeopardize CDP's eligibility for federal awards. Questioned Cost: Undetermined Recommendation: Management needs to ensure the CDP can produce accurate and complete annual financial statements to ensure efficient audit process. Incomplete financial records will lead to increased testing which may result in delay of filing the data collection form. Management's Views and Corrective Action Plan Management's response is included in "Management's View and Corrective Action Plan" at the end of this report after the schedule of findings and questioned cost
2023-001 Separate accounting records for housing project operations - (Material Weakness) Criteria:According to 7 CFR 3560.302, borrowers must establish accounting and financial management procedures necessary to conduct housing project operations in a financially safe and sound manner. Borrowers must maintain records in a manner suitable for an audit, and must be able to report accurate operational results to the Rural Development (RD) from these accounts and records. Condition: The CDP accounting software is not set up to separate transactions for its RD project (Fred Bell Way) and to produce a separate statement of financial position and a general ledger. Cause: The CDP changed its accounting software and merge various accounts during the transition which made it difficult to separate projects' activities and financial records. Effect: Lack of accounting system that segregates and tracks funds for projects allows for comingling of funds from different projects Questioned Cost: Undetermined Recommendation: Establish an accounting system that provides for separate accountability for projects by segregating and tracking projects funds separately and producing separate financial records for each project. Management's Views and Corrective Action Plan Management's response is included in "Management's View and Corrective Action Plan" at the end of this report after the schedule of findings and questioned cost
2023-002Annual Financial Reports Criteria:According to 7 CFR 3560.308, to ensure that the project is in sound financial condition and is complying with the program financial management requirements, the RD requires annual financial reports to be submitted by each borrower. Condition: The required financial reports and forms for Fred Bell Way were not submitted to the RD. Cause: The CDP staff was not aware of and did not follow the guidelines for annual reporting. Effect: Failure to file annual reports to RD could result in the loss or withholding of rental assistance funds thereby putting a financial strain on the project. Questioned Cost: Undetermined Recommendation: Establish an understanding and initiate the requirements of the management and reporting of RD funds. Management's Views and Corrective Action Plan Management's response is included in "Management's View and Corrective Action Plan" at the end of this report after the schedule of findings and questioned cost
2023-003Financial Management System- (Material Weakness) Criteria:According to 2 CFR 200.302, the financial management system of each non-Federal entity must provide records that identify adequately the source and application of funds for federally-funded activities. These records must contain information pertaining to Federal awards, authorizations, financial obligations, unobligated balances, assets, expenditures, income and interest and be supported by source documentation. Condition: Statement of financial position transactions were not allocated properly to programs/properties funded with federal funds. Cause: Due to a human error of individuals who were handling the accounting entries, some of transactions were not accurately allocated to the correct programs/properties. Effect: Improper allocation of transactions among various programs/properties could lead to comingling of funds from different projects. This could result in unallowable cost or in allowable cost charged simultaneously to two different programs/properties. Questioned Cost: Undetermined Recommendation: Establish an internal control procedures in place that provide for separate accountability for projects by allocating transactions properly and producing accurate financial reports for each federally funded programs/properties. Management's Views and Corrective Action Plan Management's response is included in "Management's View and Corrective Action Plan" at the end of this report after the schedule of findings and questioned cost
2023-004 U.S. Department Of Agriculture (USDA) reporting Criteria: According to 7 CFR 3560.205 - 3560.303, and HB-2-3560, the CDP needs to comply with certain reporting requirements, to include annual submission of housing project budget and self-certification letter. Condition: The CDP did not submit an annual operating budget and self-certification letter to USDA as required by regulations. Cause: The CDP staff was not aware of and did not follow the guidelines for the annual submission of operating budget and self-certification letter to USDA Effect: Increased risk of allocating unallowable costs and/or unauthorized spending. Operating budget enables the CDP to increase rents, adjust utility allowances for residents, and create capital budget. Failure to submit an operating budget may impact the financial health of the project and its residents. Failure to submit a self- certification letter is a violation of USDA performance standards. Questioned Cost: None noted Recommendation: Management to reach out to USDA to clarify a reporting format and put procedures in place to ensure that the annual operating budget as well as interim budget modifications are sent to USDA for review and approval. Management to put procedures in place to ensure a self-certification letter is submitted along with the USDA required financial reports. Management's Views and Corrective Action Plan Management's response is included in "Management's View and Corrective Action Plan" at the end of this report after the schedule of findings and questioned cost Criteria:Per 2 CFR section 200.303(a), a non-Federal entity must:
2023-005 Data Collection Form (Form SF-SAC) Criteria: According to 45 CFR 75.512, the audit must be completed and the data collection form (Form SF-SAC) must be submitted within the earlier of 30 calendar days after receipt of the auditor's report(s), or nine months after the end of the audit period. Condition: The CDP failed to submit to FAC the data collection form. Cause: The CDP failed to acquire the annual audit in a timely fashion resulting in a failure to file the data collection form. Effect: Failure to file data collection form could result in withholding of federal funds and jeopardize CDP's eligibility for federal awards. Questioned Cost: Undetermined Recommendation: Management needs to ensure the CDP can produce accurate and complete annual financial statements to ensure efficient audit process. Incomplete financial records will lead to increased testing which may result in delay of filing the data collection form. Management's Views and Corrective Action Plan Management's response is included in "Management's View and Corrective Action Plan" at the end of this report after the schedule of findings and questioned cost
2023-001 Separate accounting records for housing project operations - (Material Weakness) Criteria:According to 7 CFR 3560.302, borrowers must establish accounting and financial management procedures necessary to conduct housing project operations in a financially safe and sound manner. Borrowers must maintain records in a manner suitable for an audit, and must be able to report accurate operational results to the Rural Development (RD) from these accounts and records. Condition: The CDP accounting software is not set up to separate transactions for its RD project (Fred Bell Way) and to produce a separate statement of financial position and a general ledger. Cause: The CDP changed its accounting software and merge various accounts during the transition which made it difficult to separate projects' activities and financial records. Effect: Lack of accounting system that segregates and tracks funds for projects allows for comingling of funds from different projects Questioned Cost: Undetermined Recommendation: Establish an accounting system that provides for separate accountability for projects by segregating and tracking projects funds separately and producing separate financial records for each project. Management's Views and Corrective Action Plan Management's response is included in "Management's View and Corrective Action Plan" at the end of this report after the schedule of findings and questioned cost
2023-002Annual Financial Reports Criteria:According to 7 CFR 3560.308, to ensure that the project is in sound financial condition and is complying with the program financial management requirements, the RD requires annual financial reports to be submitted by each borrower. Condition: The required financial reports and forms for Fred Bell Way were not submitted to the RD. Cause: The CDP staff was not aware of and did not follow the guidelines for annual reporting. Effect: Failure to file annual reports to RD could result in the loss or withholding of rental assistance funds thereby putting a financial strain on the project. Questioned Cost: Undetermined Recommendation: Establish an understanding and initiate the requirements of the management and reporting of RD funds. Management's Views and Corrective Action Plan Management's response is included in "Management's View and Corrective Action Plan" at the end of this report after the schedule of findings and questioned cost
2023-003Financial Management System- (Material Weakness) Criteria:According to 2 CFR 200.302, the financial management system of each non-Federal entity must provide records that identify adequately the source and application of funds for federally-funded activities. These records must contain information pertaining to Federal awards, authorizations, financial obligations, unobligated balances, assets, expenditures, income and interest and be supported by source documentation. Condition: Statement of financial position transactions were not allocated properly to programs/properties funded with federal funds. Cause: Due to a human error of individuals who were handling the accounting entries, some of transactions were not accurately allocated to the correct programs/properties. Effect: Improper allocation of transactions among various programs/properties could lead to comingling of funds from different projects. This could result in unallowable cost or in allowable cost charged simultaneously to two different programs/properties. Questioned Cost: Undetermined Recommendation: Establish an internal control procedures in place that provide for separate accountability for projects by allocating transactions properly and producing accurate financial reports for each federally funded programs/properties. Management's Views and Corrective Action Plan Management's response is included in "Management's View and Corrective Action Plan" at the end of this report after the schedule of findings and questioned cost
2023-005 Data Collection Form (Form SF-SAC) Criteria: According to 45 CFR 75.512, the audit must be completed and the data collection form (Form SF-SAC) must be submitted within the earlier of 30 calendar days after receipt of the auditor's report(s), or nine months after the end of the audit period. Condition: The CDP failed to submit to FAC the data collection form. Cause: The CDP failed to acquire the annual audit in a timely fashion resulting in a failure to file the data collection form. Effect: Failure to file data collection form could result in withholding of federal funds and jeopardize CDP's eligibility for federal awards. Questioned Cost: Undetermined Recommendation: Management needs to ensure the CDP can produce accurate and complete annual financial statements to ensure efficient audit process. Incomplete financial records will lead to increased testing which may result in delay of filing the data collection form. Management's Views and Corrective Action Plan Management's response is included in "Management's View and Corrective Action Plan" at the end of this report after the schedule of findings and questioned cost
2023-001 Separate accounting records for housing project operations - (Material Weakness) Criteria:According to 7 CFR 3560.302, borrowers must establish accounting and financial management procedures necessary to conduct housing project operations in a financially safe and sound manner. Borrowers must maintain records in a manner suitable for an audit, and must be able to report accurate operational results to the Rural Development (RD) from these accounts and records. Condition: The CDP accounting software is not set up to separate transactions for its RD project (Fred Bell Way) and to produce a separate statement of financial position and a general ledger. Cause: The CDP changed its accounting software and merge various accounts during the transition which made it difficult to separate projects' activities and financial records. Effect: Lack of accounting system that segregates and tracks funds for projects allows for comingling of funds from different projects Questioned Cost: Undetermined Recommendation: Establish an accounting system that provides for separate accountability for projects by segregating and tracking projects funds separately and producing separate financial records for each project. Management's Views and Corrective Action Plan Management's response is included in "Management's View and Corrective Action Plan" at the end of this report after the schedule of findings and questioned cost
2023-002Annual Financial Reports Criteria:According to 7 CFR 3560.308, to ensure that the project is in sound financial condition and is complying with the program financial management requirements, the RD requires annual financial reports to be submitted by each borrower. Condition: The required financial reports and forms for Fred Bell Way were not submitted to the RD. Cause: The CDP staff was not aware of and did not follow the guidelines for annual reporting. Effect: Failure to file annual reports to RD could result in the loss or withholding of rental assistance funds thereby putting a financial strain on the project. Questioned Cost: Undetermined Recommendation: Establish an understanding and initiate the requirements of the management and reporting of RD funds. Management's Views and Corrective Action Plan Management's response is included in "Management's View and Corrective Action Plan" at the end of this report after the schedule of findings and questioned cost
2023-003Financial Management System- (Material Weakness) Criteria:According to 2 CFR 200.302, the financial management system of each non-Federal entity must provide records that identify adequately the source and application of funds for federally-funded activities. These records must contain information pertaining to Federal awards, authorizations, financial obligations, unobligated balances, assets, expenditures, income and interest and be supported by source documentation. Condition: Statement of financial position transactions were not allocated properly to programs/properties funded with federal funds. Cause: Due to a human error of individuals who were handling the accounting entries, some of transactions were not accurately allocated to the correct programs/properties. Effect: Improper allocation of transactions among various programs/properties could lead to comingling of funds from different projects. This could result in unallowable cost or in allowable cost charged simultaneously to two different programs/properties. Questioned Cost: Undetermined Recommendation: Establish an internal control procedures in place that provide for separate accountability for projects by allocating transactions properly and producing accurate financial reports for each federally funded programs/properties. Management's Views and Corrective Action Plan Management's response is included in "Management's View and Corrective Action Plan" at the end of this report after the schedule of findings and questioned cost
2023-004 U.S. Department Of Agriculture (USDA) reporting Criteria: According to 7 CFR 3560.205 - 3560.303, and HB-2-3560, the CDP needs to comply with certain reporting requirements, to include annual submission of housing project budget and self-certification letter. Condition: The CDP did not submit an annual operating budget and self-certification letter to USDA as required by regulations. Cause: The CDP staff was not aware of and did not follow the guidelines for the annual submission of operating budget and self-certification letter to USDA Effect: Increased risk of allocating unallowable costs and/or unauthorized spending. Operating budget enables the CDP to increase rents, adjust utility allowances for residents, and create capital budget. Failure to submit an operating budget may impact the financial health of the project and its residents. Failure to submit a self- certification letter is a violation of USDA performance standards. Questioned Cost: None noted Recommendation: Management to reach out to USDA to clarify a reporting format and put procedures in place to ensure that the annual operating budget as well as interim budget modifications are sent to USDA for review and approval. Management to put procedures in place to ensure a self-certification letter is submitted along with the USDA required financial reports. Management's Views and Corrective Action Plan Management's response is included in "Management's View and Corrective Action Plan" at the end of this report after the schedule of findings and questioned cost Criteria:Per 2 CFR section 200.303(a), a non-Federal entity must:
2023-005 Data Collection Form (Form SF-SAC) Criteria: According to 45 CFR 75.512, the audit must be completed and the data collection form (Form SF-SAC) must be submitted within the earlier of 30 calendar days after receipt of the auditor's report(s), or nine months after the end of the audit period. Condition: The CDP failed to submit to FAC the data collection form. Cause: The CDP failed to acquire the annual audit in a timely fashion resulting in a failure to file the data collection form. Effect: Failure to file data collection form could result in withholding of federal funds and jeopardize CDP's eligibility for federal awards. Questioned Cost: Undetermined Recommendation: Management needs to ensure the CDP can produce accurate and complete annual financial statements to ensure efficient audit process. Incomplete financial records will lead to increased testing which may result in delay of filing the data collection form. Management's Views and Corrective Action Plan Management's response is included in "Management's View and Corrective Action Plan" at the end of this report after the schedule of findings and questioned cost
2023-001 Separate accounting records for housing project operations - (Material Weakness) Criteria:According to 7 CFR 3560.302, borrowers must establish accounting and financial management procedures necessary to conduct housing project operations in a financially safe and sound manner. Borrowers must maintain records in a manner suitable for an audit, and must be able to report accurate operational results to the Rural Development (RD) from these accounts and records. Condition: The CDP accounting software is not set up to separate transactions for its RD project (Fred Bell Way) and to produce a separate statement of financial position and a general ledger. Cause: The CDP changed its accounting software and merge various accounts during the transition which made it difficult to separate projects' activities and financial records. Effect: Lack of accounting system that segregates and tracks funds for projects allows for comingling of funds from different projects Questioned Cost: Undetermined Recommendation: Establish an accounting system that provides for separate accountability for projects by segregating and tracking projects funds separately and producing separate financial records for each project. Management's Views and Corrective Action Plan Management's response is included in "Management's View and Corrective Action Plan" at the end of this report after the schedule of findings and questioned cost
2023-002Annual Financial Reports Criteria:According to 7 CFR 3560.308, to ensure that the project is in sound financial condition and is complying with the program financial management requirements, the RD requires annual financial reports to be submitted by each borrower. Condition: The required financial reports and forms for Fred Bell Way were not submitted to the RD. Cause: The CDP staff was not aware of and did not follow the guidelines for annual reporting. Effect: Failure to file annual reports to RD could result in the loss or withholding of rental assistance funds thereby putting a financial strain on the project. Questioned Cost: Undetermined Recommendation: Establish an understanding and initiate the requirements of the management and reporting of RD funds. Management's Views and Corrective Action Plan Management's response is included in "Management's View and Corrective Action Plan" at the end of this report after the schedule of findings and questioned cost