Audit 341370

FY End
2023-12-31
Total Expended
$2.55M
Findings
16
Programs
3
Year: 2023 Accepted: 2025-02-05

Organization Exclusion Status:

Checking exclusion status...

Findings

ID Ref Severity Repeat Requirement
522152 2023-001 Significant Deficiency - P
522153 2023-001 Significant Deficiency - P
522154 2023-002 Significant Deficiency - P
522155 2023-002 Significant Deficiency - P
522156 2023-003 Material Weakness - P
522157 2023-003 Material Weakness - P
522158 2023-005 Material Weakness - P
522159 2023-005 Material Weakness - P
1098594 2023-001 Significant Deficiency - P
1098595 2023-001 Significant Deficiency - P
1098596 2023-002 Significant Deficiency - P
1098597 2023-002 Significant Deficiency - P
1098598 2023-003 Material Weakness - P
1098599 2023-003 Material Weakness - P
1098600 2023-005 Material Weakness - P
1098601 2023-005 Material Weakness - P

Programs

ALN Program Spent Major Findings
14.871 Section 8 Housing Choice Vouchers $489,244 - 0
10.427 Rural Rental Assistance Payments $142,331 - 0
10.415 Rural Rental Housing Loans $66,441 Yes 4

Contacts

Name Title Type
W2CWLNAH1ES3 Renee Shull Auditee
6082695017 Dan Cavanaugh Auditor
No contacts on file

Notes to SEFA

Title: Loan/Loan Guarantee Outstanding Balances Accounting Policies: NOTE 1 – BASIS OF PRESENTATION The accompanying schedule of expenditures of federal awards (the Schedule) includes the federal award activity of the Housing Authority of the County of Monroe (the Authority) for the year ended December 31, 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 for 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 PRINCIPLES 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: The auditee did not use the de minimis cost rate. RURAL RENTAL HOUSING LOANS (10.415) - Balances outstanding at the end of the audit period were 1805930.

Finding Details

2023-001 – Lack of Segregation of Duties Criteria: Internal control is a process, affected by the Housing Authority of the County of Monroe’s (the Authority) board of commissioners, management, and other personnel, designed to provide reasonable assurance regarding the achievement of objectives in the following categories: effectiveness and efficiency of operations, reliability of financial reporting, and compliance with applicable laws and regulations. A good system of internal control provides for an adequate segregation of duties so that no one individual handles a transaction from its inception to completion. Condition: Due to the limited employees and resources available to the Authority, many aspects of the internal control structure that rely on segregation of duties are missing. Specific accounting processes noted that are affected by the lack of segregation of duties include: cash disbursements, payroll disbursements, cash receipting, and specific reporting functions required for the Authority. Cause: Due to the limited number of personnel within the Authority, segregation of the accounting functions necessary to ensure adequate internal accounting control is not possible. This is not unusual in operations the size of the Authority; however, management should constantly be aware of this condition and realize that the concentration of duties and responsibilities in a limited number of individuals is not desirable from an accounting point of view. Effect: Inadequate segregation of duties could adversely affect the Authority’s ability to detect misstatements in amounts that would be material in relation to the financial statements in a timely period by personnel in the normal course of performing their assigned functions. Recommendation: We recommend that the Authority’s board of commissioners and management be aware of the lack of segregation of the accounting functions and, where possible, implement oversight procedures to ensure the internal control policies and procedures are being implemented by personnel to the extent possible. View of Responsible Officials: Management agrees with the finding.
2023-001 – Lack of Segregation of Duties Criteria: Internal control is a process, affected by the Housing Authority of the County of Monroe’s (the Authority) board of commissioners, management, and other personnel, designed to provide reasonable assurance regarding the achievement of objectives in the following categories: effectiveness and efficiency of operations, reliability of financial reporting, and compliance with applicable laws and regulations. A good system of internal control provides for an adequate segregation of duties so that no one individual handles a transaction from its inception to completion. Condition: Due to the limited employees and resources available to the Authority, many aspects of the internal control structure that rely on segregation of duties are missing. Specific accounting processes noted that are affected by the lack of segregation of duties include: cash disbursements, payroll disbursements, cash receipting, and specific reporting functions required for the Authority. Cause: Due to the limited number of personnel within the Authority, segregation of the accounting functions necessary to ensure adequate internal accounting control is not possible. This is not unusual in operations the size of the Authority; however, management should constantly be aware of this condition and realize that the concentration of duties and responsibilities in a limited number of individuals is not desirable from an accounting point of view. Effect: Inadequate segregation of duties could adversely affect the Authority’s ability to detect misstatements in amounts that would be material in relation to the financial statements in a timely period by personnel in the normal course of performing their assigned functions. Recommendation: We recommend that the Authority’s board of commissioners and management be aware of the lack of segregation of the accounting functions and, where possible, implement oversight procedures to ensure the internal control policies and procedures are being implemented by personnel to the extent possible. View of Responsible Officials: Management agrees with the finding.
Audit Finding 2023-002 – Reserve Account Deposits Criteria: In accordance with the Rural Development (RD) loan agreement, the Housing Authority is required to make deposits to the reserve for replacements account in an amount approved by RD. The Housing Authority is also required to have approval of withdrawals from the reserve account. Condition: During the year ended December 31, 2023, the Housing Authority did not make the required deposits to the reserve for replacements account as set forth by RD. Cause: Required reserve for replacement deposits were not made due to operating cash shortages. Effect: The Authority is not in compliance with the RD loan agreement. Recommendation: The Authority should transfer the required deposits to the reserve for replacement account as cash flow allows. View of Responsible Officials: Management agrees with the finding.
Audit Finding 2023-002 – Reserve Account Deposits Criteria: In accordance with the Rural Development (RD) loan agreement, the Housing Authority is required to make deposits to the reserve for replacements account in an amount approved by RD. The Housing Authority is also required to have approval of withdrawals from the reserve account. Condition: During the year ended December 31, 2023, the Housing Authority did not make the required deposits to the reserve for replacements account as set forth by RD. Cause: Required reserve for replacement deposits were not made due to operating cash shortages. Effect: The Authority is not in compliance with the RD loan agreement. Recommendation: The Authority should transfer the required deposits to the reserve for replacement account as cash flow allows. View of Responsible Officials: Management agrees with the finding.
2023-003 – Audited REAC Submission Criteria: HUD requires that all Public Housing Authorities submit their audited financial data on an annual basis. Per 24 CFR 902.33, audited financial statements will be required no later than nine months after the PHA’s fiscal year-end, in accordance with 2 CFR part 200. Condition: The audited financial reports were not submitted in a timely manner. Cause: The Authority had prior difficulties getting their 2022 audit completed. As a result, the 2023 audit was not able to start on time and was not able to be completed before the reporting deadline. Effect: The Authority did not have its financial reports submitted before the deadline leaving the Authority not in compliance with regulations, and at risk of losing points and funding. Recommendation: The Authority should submit financial reports in a timely manner going forward. The Authority’s financial records should be brought into compliance with HUD regulations. View of Responsible Officials: Management agrees with the finding.
2023-003 – Audited REAC Submission Criteria: HUD requires that all Public Housing Authorities submit their audited financial data on an annual basis. Per 24 CFR 902.33, audited financial statements will be required no later than nine months after the PHA’s fiscal year-end, in accordance with 2 CFR part 200. Condition: The audited financial reports were not submitted in a timely manner. Cause: The Authority had prior difficulties getting their 2022 audit completed. As a result, the 2023 audit was not able to start on time and was not able to be completed before the reporting deadline. Effect: The Authority did not have its financial reports submitted before the deadline leaving the Authority not in compliance with regulations, and at risk of losing points and funding. Recommendation: The Authority should submit financial reports in a timely manner going forward. The Authority’s financial records should be brought into compliance with HUD regulations. View of Responsible Officials: Management agrees with the finding.
Audit Finding 2023-005 – Federal Audit Clearinghouse Submission Criteria: 2 CFR §200.512 of the Uniform Guidance requires an entity expending more than $750,000 of federal funds in a fiscal year to submit a data collection form by a due date that is the earlier of 30 calendar day after receipt of the auditor’s report(s) or nine months after the end of the audit period. Condition: The Authority’s December 31, 2023 audited financial statements were not filed within the Federal Audit Clearinghouse submission within 9 months of the Authority’s year-end. Cause: The Authority had prior difficulties in getting their 2022 audit completed. As a result, the 2023 audit was not able to start on time and was not able to be completed before the reporting deadline. Effect: The Authority is not in compliance with Uniform Guidance requirements. Recommendation: We recommend the Authority become familiar with reporting requirements for each award and implement procedures to begin audit preparation work earlier in the fiscal year to ensure reports are filed within the nine-month reporting deadline set forth by Uniform Guidance. Views of Responsible Official: Management agrees with the finding.
Audit Finding 2023-005 – Federal Audit Clearinghouse Submission Criteria: 2 CFR §200.512 of the Uniform Guidance requires an entity expending more than $750,000 of federal funds in a fiscal year to submit a data collection form by a due date that is the earlier of 30 calendar day after receipt of the auditor’s report(s) or nine months after the end of the audit period. Condition: The Authority’s December 31, 2023 audited financial statements were not filed within the Federal Audit Clearinghouse submission within 9 months of the Authority’s year-end. Cause: The Authority had prior difficulties in getting their 2022 audit completed. As a result, the 2023 audit was not able to start on time and was not able to be completed before the reporting deadline. Effect: The Authority is not in compliance with Uniform Guidance requirements. Recommendation: We recommend the Authority become familiar with reporting requirements for each award and implement procedures to begin audit preparation work earlier in the fiscal year to ensure reports are filed within the nine-month reporting deadline set forth by Uniform Guidance. Views of Responsible Official: Management agrees with the finding.
2023-001 – Lack of Segregation of Duties Criteria: Internal control is a process, affected by the Housing Authority of the County of Monroe’s (the Authority) board of commissioners, management, and other personnel, designed to provide reasonable assurance regarding the achievement of objectives in the following categories: effectiveness and efficiency of operations, reliability of financial reporting, and compliance with applicable laws and regulations. A good system of internal control provides for an adequate segregation of duties so that no one individual handles a transaction from its inception to completion. Condition: Due to the limited employees and resources available to the Authority, many aspects of the internal control structure that rely on segregation of duties are missing. Specific accounting processes noted that are affected by the lack of segregation of duties include: cash disbursements, payroll disbursements, cash receipting, and specific reporting functions required for the Authority. Cause: Due to the limited number of personnel within the Authority, segregation of the accounting functions necessary to ensure adequate internal accounting control is not possible. This is not unusual in operations the size of the Authority; however, management should constantly be aware of this condition and realize that the concentration of duties and responsibilities in a limited number of individuals is not desirable from an accounting point of view. Effect: Inadequate segregation of duties could adversely affect the Authority’s ability to detect misstatements in amounts that would be material in relation to the financial statements in a timely period by personnel in the normal course of performing their assigned functions. Recommendation: We recommend that the Authority’s board of commissioners and management be aware of the lack of segregation of the accounting functions and, where possible, implement oversight procedures to ensure the internal control policies and procedures are being implemented by personnel to the extent possible. View of Responsible Officials: Management agrees with the finding.
2023-001 – Lack of Segregation of Duties Criteria: Internal control is a process, affected by the Housing Authority of the County of Monroe’s (the Authority) board of commissioners, management, and other personnel, designed to provide reasonable assurance regarding the achievement of objectives in the following categories: effectiveness and efficiency of operations, reliability of financial reporting, and compliance with applicable laws and regulations. A good system of internal control provides for an adequate segregation of duties so that no one individual handles a transaction from its inception to completion. Condition: Due to the limited employees and resources available to the Authority, many aspects of the internal control structure that rely on segregation of duties are missing. Specific accounting processes noted that are affected by the lack of segregation of duties include: cash disbursements, payroll disbursements, cash receipting, and specific reporting functions required for the Authority. Cause: Due to the limited number of personnel within the Authority, segregation of the accounting functions necessary to ensure adequate internal accounting control is not possible. This is not unusual in operations the size of the Authority; however, management should constantly be aware of this condition and realize that the concentration of duties and responsibilities in a limited number of individuals is not desirable from an accounting point of view. Effect: Inadequate segregation of duties could adversely affect the Authority’s ability to detect misstatements in amounts that would be material in relation to the financial statements in a timely period by personnel in the normal course of performing their assigned functions. Recommendation: We recommend that the Authority’s board of commissioners and management be aware of the lack of segregation of the accounting functions and, where possible, implement oversight procedures to ensure the internal control policies and procedures are being implemented by personnel to the extent possible. View of Responsible Officials: Management agrees with the finding.
Audit Finding 2023-002 – Reserve Account Deposits Criteria: In accordance with the Rural Development (RD) loan agreement, the Housing Authority is required to make deposits to the reserve for replacements account in an amount approved by RD. The Housing Authority is also required to have approval of withdrawals from the reserve account. Condition: During the year ended December 31, 2023, the Housing Authority did not make the required deposits to the reserve for replacements account as set forth by RD. Cause: Required reserve for replacement deposits were not made due to operating cash shortages. Effect: The Authority is not in compliance with the RD loan agreement. Recommendation: The Authority should transfer the required deposits to the reserve for replacement account as cash flow allows. View of Responsible Officials: Management agrees with the finding.
Audit Finding 2023-002 – Reserve Account Deposits Criteria: In accordance with the Rural Development (RD) loan agreement, the Housing Authority is required to make deposits to the reserve for replacements account in an amount approved by RD. The Housing Authority is also required to have approval of withdrawals from the reserve account. Condition: During the year ended December 31, 2023, the Housing Authority did not make the required deposits to the reserve for replacements account as set forth by RD. Cause: Required reserve for replacement deposits were not made due to operating cash shortages. Effect: The Authority is not in compliance with the RD loan agreement. Recommendation: The Authority should transfer the required deposits to the reserve for replacement account as cash flow allows. View of Responsible Officials: Management agrees with the finding.
2023-003 – Audited REAC Submission Criteria: HUD requires that all Public Housing Authorities submit their audited financial data on an annual basis. Per 24 CFR 902.33, audited financial statements will be required no later than nine months after the PHA’s fiscal year-end, in accordance with 2 CFR part 200. Condition: The audited financial reports were not submitted in a timely manner. Cause: The Authority had prior difficulties getting their 2022 audit completed. As a result, the 2023 audit was not able to start on time and was not able to be completed before the reporting deadline. Effect: The Authority did not have its financial reports submitted before the deadline leaving the Authority not in compliance with regulations, and at risk of losing points and funding. Recommendation: The Authority should submit financial reports in a timely manner going forward. The Authority’s financial records should be brought into compliance with HUD regulations. View of Responsible Officials: Management agrees with the finding.
2023-003 – Audited REAC Submission Criteria: HUD requires that all Public Housing Authorities submit their audited financial data on an annual basis. Per 24 CFR 902.33, audited financial statements will be required no later than nine months after the PHA’s fiscal year-end, in accordance with 2 CFR part 200. Condition: The audited financial reports were not submitted in a timely manner. Cause: The Authority had prior difficulties getting their 2022 audit completed. As a result, the 2023 audit was not able to start on time and was not able to be completed before the reporting deadline. Effect: The Authority did not have its financial reports submitted before the deadline leaving the Authority not in compliance with regulations, and at risk of losing points and funding. Recommendation: The Authority should submit financial reports in a timely manner going forward. The Authority’s financial records should be brought into compliance with HUD regulations. View of Responsible Officials: Management agrees with the finding.
Audit Finding 2023-005 – Federal Audit Clearinghouse Submission Criteria: 2 CFR §200.512 of the Uniform Guidance requires an entity expending more than $750,000 of federal funds in a fiscal year to submit a data collection form by a due date that is the earlier of 30 calendar day after receipt of the auditor’s report(s) or nine months after the end of the audit period. Condition: The Authority’s December 31, 2023 audited financial statements were not filed within the Federal Audit Clearinghouse submission within 9 months of the Authority’s year-end. Cause: The Authority had prior difficulties in getting their 2022 audit completed. As a result, the 2023 audit was not able to start on time and was not able to be completed before the reporting deadline. Effect: The Authority is not in compliance with Uniform Guidance requirements. Recommendation: We recommend the Authority become familiar with reporting requirements for each award and implement procedures to begin audit preparation work earlier in the fiscal year to ensure reports are filed within the nine-month reporting deadline set forth by Uniform Guidance. Views of Responsible Official: Management agrees with the finding.
Audit Finding 2023-005 – Federal Audit Clearinghouse Submission Criteria: 2 CFR §200.512 of the Uniform Guidance requires an entity expending more than $750,000 of federal funds in a fiscal year to submit a data collection form by a due date that is the earlier of 30 calendar day after receipt of the auditor’s report(s) or nine months after the end of the audit period. Condition: The Authority’s December 31, 2023 audited financial statements were not filed within the Federal Audit Clearinghouse submission within 9 months of the Authority’s year-end. Cause: The Authority had prior difficulties in getting their 2022 audit completed. As a result, the 2023 audit was not able to start on time and was not able to be completed before the reporting deadline. Effect: The Authority is not in compliance with Uniform Guidance requirements. Recommendation: We recommend the Authority become familiar with reporting requirements for each award and implement procedures to begin audit preparation work earlier in the fiscal year to ensure reports are filed within the nine-month reporting deadline set forth by Uniform Guidance. Views of Responsible Official: Management agrees with the finding.