Audit 351621

FY End
2024-06-30
Total Expended
$3.78M
Findings
26
Programs
7
Organization: Roof Above, Inc. (NC)
Year: 2024 Accepted: 2025-03-31

Organization Exclusion Status:

Checking exclusion status...

Findings

ID Ref Severity Repeat Requirement
547360 2024-002 Significant Deficiency Yes L
547361 2024-003 Significant Deficiency - I
547362 2024-002 Significant Deficiency Yes L
547363 2024-003 Significant Deficiency - I
547364 2024-002 Significant Deficiency Yes L
547365 2024-003 Significant Deficiency - I
547366 2024-004 Material Weakness - AB
547367 2024-002 Significant Deficiency Yes L
547368 2024-003 Significant Deficiency - I
547369 2024-004 Material Weakness - AB
547370 2024-002 Significant Deficiency Yes L
547371 2024-003 Significant Deficiency - I
547372 2024-004 Material Weakness - AB
1123802 2024-002 Significant Deficiency Yes L
1123803 2024-003 Significant Deficiency - I
1123804 2024-002 Significant Deficiency Yes L
1123805 2024-003 Significant Deficiency - I
1123806 2024-002 Significant Deficiency Yes L
1123807 2024-003 Significant Deficiency - I
1123808 2024-004 Material Weakness - AB
1123809 2024-002 Significant Deficiency Yes L
1123810 2024-003 Significant Deficiency - I
1123811 2024-004 Material Weakness - AB
1123812 2024-002 Significant Deficiency Yes L
1123813 2024-003 Significant Deficiency - I
1123814 2024-004 Material Weakness - AB

Contacts

Name Title Type
GJLTK25S5NG6 Tonya C. Frye Auditee
7043343187 Daniel Gougherty Auditor
No contacts on file

Notes to SEFA

Title: Note 1—General Accounting Policies: The accompanying Schedule is presented using the accrual basis of accounting, which is described in the notes to the Organization’s consolidated financial statements. Expenditures are recognized following the cost principles contained in the Uniform Guidance, wherein certain types of expenditures are not allowable or limited as to reimbursement. De Minimis Rate Used: N Rate Explanation: The Organization has elected not to use the 10% de minimis indirect cost rate as allowed under the Uniform Guidance. The accompanying schedule of expenditures of federal awards (“SEFA” or “Schedule”) includes the federal award activity of Roof Above, Inc. and Subsidiary (collectively, the “Organization”) under programs of the federal government for the year ended June 30, 2024. The information in this SEFA 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 SEFA presents only a selected portion of the operations of the Organization, it is not intended to, and does not, present the financial position, changes in net assets, or cash flows of the Organization.
Title: Note 3—Subrecipients Accounting Policies: The accompanying Schedule is presented using the accrual basis of accounting, which is described in the notes to the Organization’s consolidated financial statements. Expenditures are recognized following the cost principles contained in the Uniform Guidance, wherein certain types of expenditures are not allowable or limited as to reimbursement. De Minimis Rate Used: N Rate Explanation: The Organization has elected not to use the 10% de minimis indirect cost rate as allowed under the Uniform Guidance. The Organization did not pass-through any federal funds to subrecipient’s during the fiscal year ended June 30, 2024.

Finding Details

U.S. Department of Housing and Urban Development Pass-through Entity: North Carolina Department of Health and Human Services, Division of Aging and Adult Services and City of Charlotte, North Carolina Program Name: Emergency Solutions Grant Federal Assistance Listing Number: 14.231 U.S. Department of Treasury Pass-through Entity: Mecklenburg County, North Carolina Program Name: Coronavirus State and Local Fiscal Recovery Funds Federal Assistance Listing Number: 21.027 Significant Deficiency and Nonmaterial Noncompliance – Reporting Finding 2024-002 – Repeat Finding Criteria: Per Section 200.303 of the Uniform Grant Guidance, a non-federal entity must establish and maintain effective internal control over the federal award that provides reasonable assurance that the non-federal entity is managing the federal award in compliance with federal statutes, regulations, and the terms and conditions of the federal award. Condition: For all ten (10) reports tested, the Organization did not have formal documentation that the report was reviewed by a separate individual from the one that prepared it prior to submission. Additionally, for five (5) out of ten (10) reports tested, the Organization did not submit the required report per the contract. Questioned Costs: None noted. Effect: Without the documentation being retained, the Organization cannot demonstrate they have appropriate controls in place to ensure accuracy of the information reported. Without submitting the required reports, the Organization could be considered noncompliant with the grantor. Cause: The Organization does not have a formal policy in place to document approval of reports and ensure proper submission. Recommendation: We recommend the Organization implement a policy for formal documentation of review of required reports prior to submission. Views of Management: Management agrees with the finding and is implementing procedures to correct this which are further discussed in the Corrective Action Plan. See Corrective Action Plan for more information.
U.S. Department of Housing and Urban Development Pass-through Entity: North Carolina Department of Health and Human Services, Division of Aging and Adult Services and City of Charlotte, North Carolina Program Name: Emergency Solutions Grant Federal Assistance Listing Number: 14.231 U.S. Department of Treasury Pass-through Entity: Mecklenburg County, North Carolina Program Name: Coronavirus State and Local Fiscal Recovery Funds Federal Assistance Listing Number: 21.027 Significant Deficiency and Nonmaterial Noncompliance – Procurement Finding 2024-003 Criteria: Per Sections 200.318 – 200.327 of the Uniform Grant Guidance, a non-federal entity must have and use documented procurement procedures, consistent with Uniform Grant Guidance Title 2 CFR Section 200.318 for the acquisition of property or services required under a Federal award or subaward. Furthermore, a contract award must not be made to a suspended or debarred party listed on the System for Award Management. Condition: There was one (1) instance in which a sole source provider was utilized rather than going through the bidding process that was not documented in line with the Uniform Grant Guidance requirements. There was another vendor where only one informal quote was obtained and the rationale for their selection was not documented. The same vendor was also not verified as not being on the suspended or debarred party list on the System for Award Management prior to procuring their services. Questioned Costs: None noted. Effect: By not having sufficient documentation, the Organization may not be able to evidence compliance with Uniform Grant Guidance and could have improperly contracted with a vendor. Cause: The Organization did not obtain quotes from more than one vendor nor document sole source justification for the contracts tested. Recommendation: The Organization should consider implementing a procurement policy in line with Uniform Grant Guidance and ensure proper documentation of the procurement process for all vendors utilized with federal funding. Views of Management: Management agrees with the finding and is implementing procedures to correct this which are further discussed in the Corrective Action Plan. See Corrective Action Plan for more information.
U.S. Department of Housing and Urban Development Pass-through Entity: North Carolina Department of Health and Human Services, Division of Aging and Adult Services and City of Charlotte, North Carolina Program Name: Emergency Solutions Grant Federal Assistance Listing Number: 14.231 U.S. Department of Treasury Pass-through Entity: Mecklenburg County, North Carolina Program Name: Coronavirus State and Local Fiscal Recovery Funds Federal Assistance Listing Number: 21.027 Significant Deficiency and Nonmaterial Noncompliance – Reporting Finding 2024-002 – Repeat Finding Criteria: Per Section 200.303 of the Uniform Grant Guidance, a non-federal entity must establish and maintain effective internal control over the federal award that provides reasonable assurance that the non-federal entity is managing the federal award in compliance with federal statutes, regulations, and the terms and conditions of the federal award. Condition: For all ten (10) reports tested, the Organization did not have formal documentation that the report was reviewed by a separate individual from the one that prepared it prior to submission. Additionally, for five (5) out of ten (10) reports tested, the Organization did not submit the required report per the contract. Questioned Costs: None noted. Effect: Without the documentation being retained, the Organization cannot demonstrate they have appropriate controls in place to ensure accuracy of the information reported. Without submitting the required reports, the Organization could be considered noncompliant with the grantor. Cause: The Organization does not have a formal policy in place to document approval of reports and ensure proper submission. Recommendation: We recommend the Organization implement a policy for formal documentation of review of required reports prior to submission. Views of Management: Management agrees with the finding and is implementing procedures to correct this which are further discussed in the Corrective Action Plan. See Corrective Action Plan for more information.
U.S. Department of Housing and Urban Development Pass-through Entity: North Carolina Department of Health and Human Services, Division of Aging and Adult Services and City of Charlotte, North Carolina Program Name: Emergency Solutions Grant Federal Assistance Listing Number: 14.231 U.S. Department of Treasury Pass-through Entity: Mecklenburg County, North Carolina Program Name: Coronavirus State and Local Fiscal Recovery Funds Federal Assistance Listing Number: 21.027 Significant Deficiency and Nonmaterial Noncompliance – Procurement Finding 2024-003 Criteria: Per Sections 200.318 – 200.327 of the Uniform Grant Guidance, a non-federal entity must have and use documented procurement procedures, consistent with Uniform Grant Guidance Title 2 CFR Section 200.318 for the acquisition of property or services required under a Federal award or subaward. Furthermore, a contract award must not be made to a suspended or debarred party listed on the System for Award Management. Condition: There was one (1) instance in which a sole source provider was utilized rather than going through the bidding process that was not documented in line with the Uniform Grant Guidance requirements. There was another vendor where only one informal quote was obtained and the rationale for their selection was not documented. The same vendor was also not verified as not being on the suspended or debarred party list on the System for Award Management prior to procuring their services. Questioned Costs: None noted. Effect: By not having sufficient documentation, the Organization may not be able to evidence compliance with Uniform Grant Guidance and could have improperly contracted with a vendor. Cause: The Organization did not obtain quotes from more than one vendor nor document sole source justification for the contracts tested. Recommendation: The Organization should consider implementing a procurement policy in line with Uniform Grant Guidance and ensure proper documentation of the procurement process for all vendors utilized with federal funding. Views of Management: Management agrees with the finding and is implementing procedures to correct this which are further discussed in the Corrective Action Plan. See Corrective Action Plan for more information.
U.S. Department of Housing and Urban Development Pass-through Entity: North Carolina Department of Health and Human Services, Division of Aging and Adult Services and City of Charlotte, North Carolina Program Name: Emergency Solutions Grant Federal Assistance Listing Number: 14.231 U.S. Department of Treasury Pass-through Entity: Mecklenburg County, North Carolina Program Name: Coronavirus State and Local Fiscal Recovery Funds Federal Assistance Listing Number: 21.027 Significant Deficiency and Nonmaterial Noncompliance – Reporting Finding 2024-002 – Repeat Finding Criteria: Per Section 200.303 of the Uniform Grant Guidance, a non-federal entity must establish and maintain effective internal control over the federal award that provides reasonable assurance that the non-federal entity is managing the federal award in compliance with federal statutes, regulations, and the terms and conditions of the federal award. Condition: For all ten (10) reports tested, the Organization did not have formal documentation that the report was reviewed by a separate individual from the one that prepared it prior to submission. Additionally, for five (5) out of ten (10) reports tested, the Organization did not submit the required report per the contract. Questioned Costs: None noted. Effect: Without the documentation being retained, the Organization cannot demonstrate they have appropriate controls in place to ensure accuracy of the information reported. Without submitting the required reports, the Organization could be considered noncompliant with the grantor. Cause: The Organization does not have a formal policy in place to document approval of reports and ensure proper submission. Recommendation: We recommend the Organization implement a policy for formal documentation of review of required reports prior to submission. Views of Management: Management agrees with the finding and is implementing procedures to correct this which are further discussed in the Corrective Action Plan. See Corrective Action Plan for more information.
U.S. Department of Housing and Urban Development Pass-through Entity: North Carolina Department of Health and Human Services, Division of Aging and Adult Services and City of Charlotte, North Carolina Program Name: Emergency Solutions Grant Federal Assistance Listing Number: 14.231 U.S. Department of Treasury Pass-through Entity: Mecklenburg County, North Carolina Program Name: Coronavirus State and Local Fiscal Recovery Funds Federal Assistance Listing Number: 21.027 Significant Deficiency and Nonmaterial Noncompliance – Procurement Finding 2024-003 Criteria: Per Sections 200.318 – 200.327 of the Uniform Grant Guidance, a non-federal entity must have and use documented procurement procedures, consistent with Uniform Grant Guidance Title 2 CFR Section 200.318 for the acquisition of property or services required under a Federal award or subaward. Furthermore, a contract award must not be made to a suspended or debarred party listed on the System for Award Management. Condition: There was one (1) instance in which a sole source provider was utilized rather than going through the bidding process that was not documented in line with the Uniform Grant Guidance requirements. There was another vendor where only one informal quote was obtained and the rationale for their selection was not documented. The same vendor was also not verified as not being on the suspended or debarred party list on the System for Award Management prior to procuring their services. Questioned Costs: None noted. Effect: By not having sufficient documentation, the Organization may not be able to evidence compliance with Uniform Grant Guidance and could have improperly contracted with a vendor. Cause: The Organization did not obtain quotes from more than one vendor nor document sole source justification for the contracts tested. Recommendation: The Organization should consider implementing a procurement policy in line with Uniform Grant Guidance and ensure proper documentation of the procurement process for all vendors utilized with federal funding. Views of Management: Management agrees with the finding and is implementing procedures to correct this which are further discussed in the Corrective Action Plan. See Corrective Action Plan for more information.
U.S. Department of Treasury Pass-through Entity: Mecklenburg County, North Carolina Program Name: Coronavirus State and Local Fiscal Recovery Funds Federal Assistance Listing Number: 21.027 Material Weakness and Material Noncompliance – Allowable Costs and Activities Finding 2024-004 Criteria: Per Section 200.303 of the Uniform Grant Guidance, a non-federal entity must establish and maintain effective internal control over the federal award that provides reasonable assurance that the non-federal entity is managing the federal award in compliance with federal statutes, regulations, and the terms and conditions of the federal award. Condition: There were 22 out of 40 samples tested related to one single site housing location where clear and consistent documentation of a control over allowable costs and activities was not present. There were five (5) individuals from those samples whose salaries were allocated to the grant based on the contracts budgeted amount for each position rather than based on their actual time and effort and salary paid during the year for each employee. Additionally, there was one (1) instance of our 40 samples tested where the employee was charged to the incorrect department and therefore incorrectly charged to the grant. Questioned Costs: $74,000 – The majority of questioned costs were related to a subset of allocated employees. Each allocated employee was recalculated in total to determine the known questioned costs for the period under audit. There was one other instance that related to one employee that should not have been reported that appears to be an isolated incident. The sample was selected using a non-statistical method. Effect: By not having a clearly documented review process, unallowable costs and activities may go undetected prior to filing a request for reimbursement with the grantor. The Organization should further evaluate their process for documenting the allocation of time by employee for those that do not work 100% of their time on one program to ensure proper documentation and approval of the allocation of time is based on actual time spent in determining allowable costs and activities. Cause: The Organization does not have a formal policy in place to review expenditures to ensure allowability prior to reimbursement requests being filed. Recommendation: The Organization should consider implementing a formal policy to ensure all costs are reviewed and approved prior to recording to the grant. Views of Management: Management agrees with the finding and is implementing procedures to correct this which are further discussed in the Corrective Action Plan. See Corrective Action Plan for more information.
U.S. Department of Housing and Urban Development Pass-through Entity: North Carolina Department of Health and Human Services, Division of Aging and Adult Services and City of Charlotte, North Carolina Program Name: Emergency Solutions Grant Federal Assistance Listing Number: 14.231 U.S. Department of Treasury Pass-through Entity: Mecklenburg County, North Carolina Program Name: Coronavirus State and Local Fiscal Recovery Funds Federal Assistance Listing Number: 21.027 Significant Deficiency and Nonmaterial Noncompliance – Reporting Finding 2024-002 – Repeat Finding Criteria: Per Section 200.303 of the Uniform Grant Guidance, a non-federal entity must establish and maintain effective internal control over the federal award that provides reasonable assurance that the non-federal entity is managing the federal award in compliance with federal statutes, regulations, and the terms and conditions of the federal award. Condition: For all ten (10) reports tested, the Organization did not have formal documentation that the report was reviewed by a separate individual from the one that prepared it prior to submission. Additionally, for five (5) out of ten (10) reports tested, the Organization did not submit the required report per the contract. Questioned Costs: None noted. Effect: Without the documentation being retained, the Organization cannot demonstrate they have appropriate controls in place to ensure accuracy of the information reported. Without submitting the required reports, the Organization could be considered noncompliant with the grantor. Cause: The Organization does not have a formal policy in place to document approval of reports and ensure proper submission. Recommendation: We recommend the Organization implement a policy for formal documentation of review of required reports prior to submission. Views of Management: Management agrees with the finding and is implementing procedures to correct this which are further discussed in the Corrective Action Plan. See Corrective Action Plan for more information.
U.S. Department of Housing and Urban Development Pass-through Entity: North Carolina Department of Health and Human Services, Division of Aging and Adult Services and City of Charlotte, North Carolina Program Name: Emergency Solutions Grant Federal Assistance Listing Number: 14.231 U.S. Department of Treasury Pass-through Entity: Mecklenburg County, North Carolina Program Name: Coronavirus State and Local Fiscal Recovery Funds Federal Assistance Listing Number: 21.027 Significant Deficiency and Nonmaterial Noncompliance – Procurement Finding 2024-003 Criteria: Per Sections 200.318 – 200.327 of the Uniform Grant Guidance, a non-federal entity must have and use documented procurement procedures, consistent with Uniform Grant Guidance Title 2 CFR Section 200.318 for the acquisition of property or services required under a Federal award or subaward. Furthermore, a contract award must not be made to a suspended or debarred party listed on the System for Award Management. Condition: There was one (1) instance in which a sole source provider was utilized rather than going through the bidding process that was not documented in line with the Uniform Grant Guidance requirements. There was another vendor where only one informal quote was obtained and the rationale for their selection was not documented. The same vendor was also not verified as not being on the suspended or debarred party list on the System for Award Management prior to procuring their services. Questioned Costs: None noted. Effect: By not having sufficient documentation, the Organization may not be able to evidence compliance with Uniform Grant Guidance and could have improperly contracted with a vendor. Cause: The Organization did not obtain quotes from more than one vendor nor document sole source justification for the contracts tested. Recommendation: The Organization should consider implementing a procurement policy in line with Uniform Grant Guidance and ensure proper documentation of the procurement process for all vendors utilized with federal funding. Views of Management: Management agrees with the finding and is implementing procedures to correct this which are further discussed in the Corrective Action Plan. See Corrective Action Plan for more information.
U.S. Department of Treasury Pass-through Entity: Mecklenburg County, North Carolina Program Name: Coronavirus State and Local Fiscal Recovery Funds Federal Assistance Listing Number: 21.027 Material Weakness and Material Noncompliance – Allowable Costs and Activities Finding 2024-004 Criteria: Per Section 200.303 of the Uniform Grant Guidance, a non-federal entity must establish and maintain effective internal control over the federal award that provides reasonable assurance that the non-federal entity is managing the federal award in compliance with federal statutes, regulations, and the terms and conditions of the federal award. Condition: There were 22 out of 40 samples tested related to one single site housing location where clear and consistent documentation of a control over allowable costs and activities was not present. There were five (5) individuals from those samples whose salaries were allocated to the grant based on the contracts budgeted amount for each position rather than based on their actual time and effort and salary paid during the year for each employee. Additionally, there was one (1) instance of our 40 samples tested where the employee was charged to the incorrect department and therefore incorrectly charged to the grant. Questioned Costs: $74,000 – The majority of questioned costs were related to a subset of allocated employees. Each allocated employee was recalculated in total to determine the known questioned costs for the period under audit. There was one other instance that related to one employee that should not have been reported that appears to be an isolated incident. The sample was selected using a non-statistical method. Effect: By not having a clearly documented review process, unallowable costs and activities may go undetected prior to filing a request for reimbursement with the grantor. The Organization should further evaluate their process for documenting the allocation of time by employee for those that do not work 100% of their time on one program to ensure proper documentation and approval of the allocation of time is based on actual time spent in determining allowable costs and activities. Cause: The Organization does not have a formal policy in place to review expenditures to ensure allowability prior to reimbursement requests being filed. Recommendation: The Organization should consider implementing a formal policy to ensure all costs are reviewed and approved prior to recording to the grant. Views of Management: Management agrees with the finding and is implementing procedures to correct this which are further discussed in the Corrective Action Plan. See Corrective Action Plan for more information.
U.S. Department of Housing and Urban Development Pass-through Entity: North Carolina Department of Health and Human Services, Division of Aging and Adult Services and City of Charlotte, North Carolina Program Name: Emergency Solutions Grant Federal Assistance Listing Number: 14.231 U.S. Department of Treasury Pass-through Entity: Mecklenburg County, North Carolina Program Name: Coronavirus State and Local Fiscal Recovery Funds Federal Assistance Listing Number: 21.027 Significant Deficiency and Nonmaterial Noncompliance – Reporting Finding 2024-002 – Repeat Finding Criteria: Per Section 200.303 of the Uniform Grant Guidance, a non-federal entity must establish and maintain effective internal control over the federal award that provides reasonable assurance that the non-federal entity is managing the federal award in compliance with federal statutes, regulations, and the terms and conditions of the federal award. Condition: For all ten (10) reports tested, the Organization did not have formal documentation that the report was reviewed by a separate individual from the one that prepared it prior to submission. Additionally, for five (5) out of ten (10) reports tested, the Organization did not submit the required report per the contract. Questioned Costs: None noted. Effect: Without the documentation being retained, the Organization cannot demonstrate they have appropriate controls in place to ensure accuracy of the information reported. Without submitting the required reports, the Organization could be considered noncompliant with the grantor. Cause: The Organization does not have a formal policy in place to document approval of reports and ensure proper submission. Recommendation: We recommend the Organization implement a policy for formal documentation of review of required reports prior to submission. Views of Management: Management agrees with the finding and is implementing procedures to correct this which are further discussed in the Corrective Action Plan. See Corrective Action Plan for more information.
U.S. Department of Housing and Urban Development Pass-through Entity: North Carolina Department of Health and Human Services, Division of Aging and Adult Services and City of Charlotte, North Carolina Program Name: Emergency Solutions Grant Federal Assistance Listing Number: 14.231 U.S. Department of Treasury Pass-through Entity: Mecklenburg County, North Carolina Program Name: Coronavirus State and Local Fiscal Recovery Funds Federal Assistance Listing Number: 21.027 Significant Deficiency and Nonmaterial Noncompliance – Procurement Finding 2024-003 Criteria: Per Sections 200.318 – 200.327 of the Uniform Grant Guidance, a non-federal entity must have and use documented procurement procedures, consistent with Uniform Grant Guidance Title 2 CFR Section 200.318 for the acquisition of property or services required under a Federal award or subaward. Furthermore, a contract award must not be made to a suspended or debarred party listed on the System for Award Management. Condition: There was one (1) instance in which a sole source provider was utilized rather than going through the bidding process that was not documented in line with the Uniform Grant Guidance requirements. There was another vendor where only one informal quote was obtained and the rationale for their selection was not documented. The same vendor was also not verified as not being on the suspended or debarred party list on the System for Award Management prior to procuring their services. Questioned Costs: None noted. Effect: By not having sufficient documentation, the Organization may not be able to evidence compliance with Uniform Grant Guidance and could have improperly contracted with a vendor. Cause: The Organization did not obtain quotes from more than one vendor nor document sole source justification for the contracts tested. Recommendation: The Organization should consider implementing a procurement policy in line with Uniform Grant Guidance and ensure proper documentation of the procurement process for all vendors utilized with federal funding. Views of Management: Management agrees with the finding and is implementing procedures to correct this which are further discussed in the Corrective Action Plan. See Corrective Action Plan for more information.
U.S. Department of Treasury Pass-through Entity: Mecklenburg County, North Carolina Program Name: Coronavirus State and Local Fiscal Recovery Funds Federal Assistance Listing Number: 21.027 Material Weakness and Material Noncompliance – Allowable Costs and Activities Finding 2024-004 Criteria: Per Section 200.303 of the Uniform Grant Guidance, a non-federal entity must establish and maintain effective internal control over the federal award that provides reasonable assurance that the non-federal entity is managing the federal award in compliance with federal statutes, regulations, and the terms and conditions of the federal award. Condition: There were 22 out of 40 samples tested related to one single site housing location where clear and consistent documentation of a control over allowable costs and activities was not present. There were five (5) individuals from those samples whose salaries were allocated to the grant based on the contracts budgeted amount for each position rather than based on their actual time and effort and salary paid during the year for each employee. Additionally, there was one (1) instance of our 40 samples tested where the employee was charged to the incorrect department and therefore incorrectly charged to the grant. Questioned Costs: $74,000 – The majority of questioned costs were related to a subset of allocated employees. Each allocated employee was recalculated in total to determine the known questioned costs for the period under audit. There was one other instance that related to one employee that should not have been reported that appears to be an isolated incident. The sample was selected using a non-statistical method. Effect: By not having a clearly documented review process, unallowable costs and activities may go undetected prior to filing a request for reimbursement with the grantor. The Organization should further evaluate their process for documenting the allocation of time by employee for those that do not work 100% of their time on one program to ensure proper documentation and approval of the allocation of time is based on actual time spent in determining allowable costs and activities. Cause: The Organization does not have a formal policy in place to review expenditures to ensure allowability prior to reimbursement requests being filed. Recommendation: The Organization should consider implementing a formal policy to ensure all costs are reviewed and approved prior to recording to the grant. Views of Management: Management agrees with the finding and is implementing procedures to correct this which are further discussed in the Corrective Action Plan. See Corrective Action Plan for more information.
U.S. Department of Housing and Urban Development Pass-through Entity: North Carolina Department of Health and Human Services, Division of Aging and Adult Services and City of Charlotte, North Carolina Program Name: Emergency Solutions Grant Federal Assistance Listing Number: 14.231 U.S. Department of Treasury Pass-through Entity: Mecklenburg County, North Carolina Program Name: Coronavirus State and Local Fiscal Recovery Funds Federal Assistance Listing Number: 21.027 Significant Deficiency and Nonmaterial Noncompliance – Reporting Finding 2024-002 – Repeat Finding Criteria: Per Section 200.303 of the Uniform Grant Guidance, a non-federal entity must establish and maintain effective internal control over the federal award that provides reasonable assurance that the non-federal entity is managing the federal award in compliance with federal statutes, regulations, and the terms and conditions of the federal award. Condition: For all ten (10) reports tested, the Organization did not have formal documentation that the report was reviewed by a separate individual from the one that prepared it prior to submission. Additionally, for five (5) out of ten (10) reports tested, the Organization did not submit the required report per the contract. Questioned Costs: None noted. Effect: Without the documentation being retained, the Organization cannot demonstrate they have appropriate controls in place to ensure accuracy of the information reported. Without submitting the required reports, the Organization could be considered noncompliant with the grantor. Cause: The Organization does not have a formal policy in place to document approval of reports and ensure proper submission. Recommendation: We recommend the Organization implement a policy for formal documentation of review of required reports prior to submission. Views of Management: Management agrees with the finding and is implementing procedures to correct this which are further discussed in the Corrective Action Plan. See Corrective Action Plan for more information.
U.S. Department of Housing and Urban Development Pass-through Entity: North Carolina Department of Health and Human Services, Division of Aging and Adult Services and City of Charlotte, North Carolina Program Name: Emergency Solutions Grant Federal Assistance Listing Number: 14.231 U.S. Department of Treasury Pass-through Entity: Mecklenburg County, North Carolina Program Name: Coronavirus State and Local Fiscal Recovery Funds Federal Assistance Listing Number: 21.027 Significant Deficiency and Nonmaterial Noncompliance – Procurement Finding 2024-003 Criteria: Per Sections 200.318 – 200.327 of the Uniform Grant Guidance, a non-federal entity must have and use documented procurement procedures, consistent with Uniform Grant Guidance Title 2 CFR Section 200.318 for the acquisition of property or services required under a Federal award or subaward. Furthermore, a contract award must not be made to a suspended or debarred party listed on the System for Award Management. Condition: There was one (1) instance in which a sole source provider was utilized rather than going through the bidding process that was not documented in line with the Uniform Grant Guidance requirements. There was another vendor where only one informal quote was obtained and the rationale for their selection was not documented. The same vendor was also not verified as not being on the suspended or debarred party list on the System for Award Management prior to procuring their services. Questioned Costs: None noted. Effect: By not having sufficient documentation, the Organization may not be able to evidence compliance with Uniform Grant Guidance and could have improperly contracted with a vendor. Cause: The Organization did not obtain quotes from more than one vendor nor document sole source justification for the contracts tested. Recommendation: The Organization should consider implementing a procurement policy in line with Uniform Grant Guidance and ensure proper documentation of the procurement process for all vendors utilized with federal funding. Views of Management: Management agrees with the finding and is implementing procedures to correct this which are further discussed in the Corrective Action Plan. See Corrective Action Plan for more information.
U.S. Department of Housing and Urban Development Pass-through Entity: North Carolina Department of Health and Human Services, Division of Aging and Adult Services and City of Charlotte, North Carolina Program Name: Emergency Solutions Grant Federal Assistance Listing Number: 14.231 U.S. Department of Treasury Pass-through Entity: Mecklenburg County, North Carolina Program Name: Coronavirus State and Local Fiscal Recovery Funds Federal Assistance Listing Number: 21.027 Significant Deficiency and Nonmaterial Noncompliance – Reporting Finding 2024-002 – Repeat Finding Criteria: Per Section 200.303 of the Uniform Grant Guidance, a non-federal entity must establish and maintain effective internal control over the federal award that provides reasonable assurance that the non-federal entity is managing the federal award in compliance with federal statutes, regulations, and the terms and conditions of the federal award. Condition: For all ten (10) reports tested, the Organization did not have formal documentation that the report was reviewed by a separate individual from the one that prepared it prior to submission. Additionally, for five (5) out of ten (10) reports tested, the Organization did not submit the required report per the contract. Questioned Costs: None noted. Effect: Without the documentation being retained, the Organization cannot demonstrate they have appropriate controls in place to ensure accuracy of the information reported. Without submitting the required reports, the Organization could be considered noncompliant with the grantor. Cause: The Organization does not have a formal policy in place to document approval of reports and ensure proper submission. Recommendation: We recommend the Organization implement a policy for formal documentation of review of required reports prior to submission. Views of Management: Management agrees with the finding and is implementing procedures to correct this which are further discussed in the Corrective Action Plan. See Corrective Action Plan for more information.
U.S. Department of Housing and Urban Development Pass-through Entity: North Carolina Department of Health and Human Services, Division of Aging and Adult Services and City of Charlotte, North Carolina Program Name: Emergency Solutions Grant Federal Assistance Listing Number: 14.231 U.S. Department of Treasury Pass-through Entity: Mecklenburg County, North Carolina Program Name: Coronavirus State and Local Fiscal Recovery Funds Federal Assistance Listing Number: 21.027 Significant Deficiency and Nonmaterial Noncompliance – Procurement Finding 2024-003 Criteria: Per Sections 200.318 – 200.327 of the Uniform Grant Guidance, a non-federal entity must have and use documented procurement procedures, consistent with Uniform Grant Guidance Title 2 CFR Section 200.318 for the acquisition of property or services required under a Federal award or subaward. Furthermore, a contract award must not be made to a suspended or debarred party listed on the System for Award Management. Condition: There was one (1) instance in which a sole source provider was utilized rather than going through the bidding process that was not documented in line with the Uniform Grant Guidance requirements. There was another vendor where only one informal quote was obtained and the rationale for their selection was not documented. The same vendor was also not verified as not being on the suspended or debarred party list on the System for Award Management prior to procuring their services. Questioned Costs: None noted. Effect: By not having sufficient documentation, the Organization may not be able to evidence compliance with Uniform Grant Guidance and could have improperly contracted with a vendor. Cause: The Organization did not obtain quotes from more than one vendor nor document sole source justification for the contracts tested. Recommendation: The Organization should consider implementing a procurement policy in line with Uniform Grant Guidance and ensure proper documentation of the procurement process for all vendors utilized with federal funding. Views of Management: Management agrees with the finding and is implementing procedures to correct this which are further discussed in the Corrective Action Plan. See Corrective Action Plan for more information.
U.S. Department of Housing and Urban Development Pass-through Entity: North Carolina Department of Health and Human Services, Division of Aging and Adult Services and City of Charlotte, North Carolina Program Name: Emergency Solutions Grant Federal Assistance Listing Number: 14.231 U.S. Department of Treasury Pass-through Entity: Mecklenburg County, North Carolina Program Name: Coronavirus State and Local Fiscal Recovery Funds Federal Assistance Listing Number: 21.027 Significant Deficiency and Nonmaterial Noncompliance – Reporting Finding 2024-002 – Repeat Finding Criteria: Per Section 200.303 of the Uniform Grant Guidance, a non-federal entity must establish and maintain effective internal control over the federal award that provides reasonable assurance that the non-federal entity is managing the federal award in compliance with federal statutes, regulations, and the terms and conditions of the federal award. Condition: For all ten (10) reports tested, the Organization did not have formal documentation that the report was reviewed by a separate individual from the one that prepared it prior to submission. Additionally, for five (5) out of ten (10) reports tested, the Organization did not submit the required report per the contract. Questioned Costs: None noted. Effect: Without the documentation being retained, the Organization cannot demonstrate they have appropriate controls in place to ensure accuracy of the information reported. Without submitting the required reports, the Organization could be considered noncompliant with the grantor. Cause: The Organization does not have a formal policy in place to document approval of reports and ensure proper submission. Recommendation: We recommend the Organization implement a policy for formal documentation of review of required reports prior to submission. Views of Management: Management agrees with the finding and is implementing procedures to correct this which are further discussed in the Corrective Action Plan. See Corrective Action Plan for more information.
U.S. Department of Housing and Urban Development Pass-through Entity: North Carolina Department of Health and Human Services, Division of Aging and Adult Services and City of Charlotte, North Carolina Program Name: Emergency Solutions Grant Federal Assistance Listing Number: 14.231 U.S. Department of Treasury Pass-through Entity: Mecklenburg County, North Carolina Program Name: Coronavirus State and Local Fiscal Recovery Funds Federal Assistance Listing Number: 21.027 Significant Deficiency and Nonmaterial Noncompliance – Procurement Finding 2024-003 Criteria: Per Sections 200.318 – 200.327 of the Uniform Grant Guidance, a non-federal entity must have and use documented procurement procedures, consistent with Uniform Grant Guidance Title 2 CFR Section 200.318 for the acquisition of property or services required under a Federal award or subaward. Furthermore, a contract award must not be made to a suspended or debarred party listed on the System for Award Management. Condition: There was one (1) instance in which a sole source provider was utilized rather than going through the bidding process that was not documented in line with the Uniform Grant Guidance requirements. There was another vendor where only one informal quote was obtained and the rationale for their selection was not documented. The same vendor was also not verified as not being on the suspended or debarred party list on the System for Award Management prior to procuring their services. Questioned Costs: None noted. Effect: By not having sufficient documentation, the Organization may not be able to evidence compliance with Uniform Grant Guidance and could have improperly contracted with a vendor. Cause: The Organization did not obtain quotes from more than one vendor nor document sole source justification for the contracts tested. Recommendation: The Organization should consider implementing a procurement policy in line with Uniform Grant Guidance and ensure proper documentation of the procurement process for all vendors utilized with federal funding. Views of Management: Management agrees with the finding and is implementing procedures to correct this which are further discussed in the Corrective Action Plan. See Corrective Action Plan for more information.
U.S. Department of Treasury Pass-through Entity: Mecklenburg County, North Carolina Program Name: Coronavirus State and Local Fiscal Recovery Funds Federal Assistance Listing Number: 21.027 Material Weakness and Material Noncompliance – Allowable Costs and Activities Finding 2024-004 Criteria: Per Section 200.303 of the Uniform Grant Guidance, a non-federal entity must establish and maintain effective internal control over the federal award that provides reasonable assurance that the non-federal entity is managing the federal award in compliance with federal statutes, regulations, and the terms and conditions of the federal award. Condition: There were 22 out of 40 samples tested related to one single site housing location where clear and consistent documentation of a control over allowable costs and activities was not present. There were five (5) individuals from those samples whose salaries were allocated to the grant based on the contracts budgeted amount for each position rather than based on their actual time and effort and salary paid during the year for each employee. Additionally, there was one (1) instance of our 40 samples tested where the employee was charged to the incorrect department and therefore incorrectly charged to the grant. Questioned Costs: $74,000 – The majority of questioned costs were related to a subset of allocated employees. Each allocated employee was recalculated in total to determine the known questioned costs for the period under audit. There was one other instance that related to one employee that should not have been reported that appears to be an isolated incident. The sample was selected using a non-statistical method. Effect: By not having a clearly documented review process, unallowable costs and activities may go undetected prior to filing a request for reimbursement with the grantor. The Organization should further evaluate their process for documenting the allocation of time by employee for those that do not work 100% of their time on one program to ensure proper documentation and approval of the allocation of time is based on actual time spent in determining allowable costs and activities. Cause: The Organization does not have a formal policy in place to review expenditures to ensure allowability prior to reimbursement requests being filed. Recommendation: The Organization should consider implementing a formal policy to ensure all costs are reviewed and approved prior to recording to the grant. Views of Management: Management agrees with the finding and is implementing procedures to correct this which are further discussed in the Corrective Action Plan. See Corrective Action Plan for more information.
U.S. Department of Housing and Urban Development Pass-through Entity: North Carolina Department of Health and Human Services, Division of Aging and Adult Services and City of Charlotte, North Carolina Program Name: Emergency Solutions Grant Federal Assistance Listing Number: 14.231 U.S. Department of Treasury Pass-through Entity: Mecklenburg County, North Carolina Program Name: Coronavirus State and Local Fiscal Recovery Funds Federal Assistance Listing Number: 21.027 Significant Deficiency and Nonmaterial Noncompliance – Reporting Finding 2024-002 – Repeat Finding Criteria: Per Section 200.303 of the Uniform Grant Guidance, a non-federal entity must establish and maintain effective internal control over the federal award that provides reasonable assurance that the non-federal entity is managing the federal award in compliance with federal statutes, regulations, and the terms and conditions of the federal award. Condition: For all ten (10) reports tested, the Organization did not have formal documentation that the report was reviewed by a separate individual from the one that prepared it prior to submission. Additionally, for five (5) out of ten (10) reports tested, the Organization did not submit the required report per the contract. Questioned Costs: None noted. Effect: Without the documentation being retained, the Organization cannot demonstrate they have appropriate controls in place to ensure accuracy of the information reported. Without submitting the required reports, the Organization could be considered noncompliant with the grantor. Cause: The Organization does not have a formal policy in place to document approval of reports and ensure proper submission. Recommendation: We recommend the Organization implement a policy for formal documentation of review of required reports prior to submission. Views of Management: Management agrees with the finding and is implementing procedures to correct this which are further discussed in the Corrective Action Plan. See Corrective Action Plan for more information.
U.S. Department of Housing and Urban Development Pass-through Entity: North Carolina Department of Health and Human Services, Division of Aging and Adult Services and City of Charlotte, North Carolina Program Name: Emergency Solutions Grant Federal Assistance Listing Number: 14.231 U.S. Department of Treasury Pass-through Entity: Mecklenburg County, North Carolina Program Name: Coronavirus State and Local Fiscal Recovery Funds Federal Assistance Listing Number: 21.027 Significant Deficiency and Nonmaterial Noncompliance – Procurement Finding 2024-003 Criteria: Per Sections 200.318 – 200.327 of the Uniform Grant Guidance, a non-federal entity must have and use documented procurement procedures, consistent with Uniform Grant Guidance Title 2 CFR Section 200.318 for the acquisition of property or services required under a Federal award or subaward. Furthermore, a contract award must not be made to a suspended or debarred party listed on the System for Award Management. Condition: There was one (1) instance in which a sole source provider was utilized rather than going through the bidding process that was not documented in line with the Uniform Grant Guidance requirements. There was another vendor where only one informal quote was obtained and the rationale for their selection was not documented. The same vendor was also not verified as not being on the suspended or debarred party list on the System for Award Management prior to procuring their services. Questioned Costs: None noted. Effect: By not having sufficient documentation, the Organization may not be able to evidence compliance with Uniform Grant Guidance and could have improperly contracted with a vendor. Cause: The Organization did not obtain quotes from more than one vendor nor document sole source justification for the contracts tested. Recommendation: The Organization should consider implementing a procurement policy in line with Uniform Grant Guidance and ensure proper documentation of the procurement process for all vendors utilized with federal funding. Views of Management: Management agrees with the finding and is implementing procedures to correct this which are further discussed in the Corrective Action Plan. See Corrective Action Plan for more information.
U.S. Department of Treasury Pass-through Entity: Mecklenburg County, North Carolina Program Name: Coronavirus State and Local Fiscal Recovery Funds Federal Assistance Listing Number: 21.027 Material Weakness and Material Noncompliance – Allowable Costs and Activities Finding 2024-004 Criteria: Per Section 200.303 of the Uniform Grant Guidance, a non-federal entity must establish and maintain effective internal control over the federal award that provides reasonable assurance that the non-federal entity is managing the federal award in compliance with federal statutes, regulations, and the terms and conditions of the federal award. Condition: There were 22 out of 40 samples tested related to one single site housing location where clear and consistent documentation of a control over allowable costs and activities was not present. There were five (5) individuals from those samples whose salaries were allocated to the grant based on the contracts budgeted amount for each position rather than based on their actual time and effort and salary paid during the year for each employee. Additionally, there was one (1) instance of our 40 samples tested where the employee was charged to the incorrect department and therefore incorrectly charged to the grant. Questioned Costs: $74,000 – The majority of questioned costs were related to a subset of allocated employees. Each allocated employee was recalculated in total to determine the known questioned costs for the period under audit. There was one other instance that related to one employee that should not have been reported that appears to be an isolated incident. The sample was selected using a non-statistical method. Effect: By not having a clearly documented review process, unallowable costs and activities may go undetected prior to filing a request for reimbursement with the grantor. The Organization should further evaluate their process for documenting the allocation of time by employee for those that do not work 100% of their time on one program to ensure proper documentation and approval of the allocation of time is based on actual time spent in determining allowable costs and activities. Cause: The Organization does not have a formal policy in place to review expenditures to ensure allowability prior to reimbursement requests being filed. Recommendation: The Organization should consider implementing a formal policy to ensure all costs are reviewed and approved prior to recording to the grant. Views of Management: Management agrees with the finding and is implementing procedures to correct this which are further discussed in the Corrective Action Plan. See Corrective Action Plan for more information.
U.S. Department of Housing and Urban Development Pass-through Entity: North Carolina Department of Health and Human Services, Division of Aging and Adult Services and City of Charlotte, North Carolina Program Name: Emergency Solutions Grant Federal Assistance Listing Number: 14.231 U.S. Department of Treasury Pass-through Entity: Mecklenburg County, North Carolina Program Name: Coronavirus State and Local Fiscal Recovery Funds Federal Assistance Listing Number: 21.027 Significant Deficiency and Nonmaterial Noncompliance – Reporting Finding 2024-002 – Repeat Finding Criteria: Per Section 200.303 of the Uniform Grant Guidance, a non-federal entity must establish and maintain effective internal control over the federal award that provides reasonable assurance that the non-federal entity is managing the federal award in compliance with federal statutes, regulations, and the terms and conditions of the federal award. Condition: For all ten (10) reports tested, the Organization did not have formal documentation that the report was reviewed by a separate individual from the one that prepared it prior to submission. Additionally, for five (5) out of ten (10) reports tested, the Organization did not submit the required report per the contract. Questioned Costs: None noted. Effect: Without the documentation being retained, the Organization cannot demonstrate they have appropriate controls in place to ensure accuracy of the information reported. Without submitting the required reports, the Organization could be considered noncompliant with the grantor. Cause: The Organization does not have a formal policy in place to document approval of reports and ensure proper submission. Recommendation: We recommend the Organization implement a policy for formal documentation of review of required reports prior to submission. Views of Management: Management agrees with the finding and is implementing procedures to correct this which are further discussed in the Corrective Action Plan. See Corrective Action Plan for more information.
U.S. Department of Housing and Urban Development Pass-through Entity: North Carolina Department of Health and Human Services, Division of Aging and Adult Services and City of Charlotte, North Carolina Program Name: Emergency Solutions Grant Federal Assistance Listing Number: 14.231 U.S. Department of Treasury Pass-through Entity: Mecklenburg County, North Carolina Program Name: Coronavirus State and Local Fiscal Recovery Funds Federal Assistance Listing Number: 21.027 Significant Deficiency and Nonmaterial Noncompliance – Procurement Finding 2024-003 Criteria: Per Sections 200.318 – 200.327 of the Uniform Grant Guidance, a non-federal entity must have and use documented procurement procedures, consistent with Uniform Grant Guidance Title 2 CFR Section 200.318 for the acquisition of property or services required under a Federal award or subaward. Furthermore, a contract award must not be made to a suspended or debarred party listed on the System for Award Management. Condition: There was one (1) instance in which a sole source provider was utilized rather than going through the bidding process that was not documented in line with the Uniform Grant Guidance requirements. There was another vendor where only one informal quote was obtained and the rationale for their selection was not documented. The same vendor was also not verified as not being on the suspended or debarred party list on the System for Award Management prior to procuring their services. Questioned Costs: None noted. Effect: By not having sufficient documentation, the Organization may not be able to evidence compliance with Uniform Grant Guidance and could have improperly contracted with a vendor. Cause: The Organization did not obtain quotes from more than one vendor nor document sole source justification for the contracts tested. Recommendation: The Organization should consider implementing a procurement policy in line with Uniform Grant Guidance and ensure proper documentation of the procurement process for all vendors utilized with federal funding. Views of Management: Management agrees with the finding and is implementing procedures to correct this which are further discussed in the Corrective Action Plan. See Corrective Action Plan for more information.
U.S. Department of Treasury Pass-through Entity: Mecklenburg County, North Carolina Program Name: Coronavirus State and Local Fiscal Recovery Funds Federal Assistance Listing Number: 21.027 Material Weakness and Material Noncompliance – Allowable Costs and Activities Finding 2024-004 Criteria: Per Section 200.303 of the Uniform Grant Guidance, a non-federal entity must establish and maintain effective internal control over the federal award that provides reasonable assurance that the non-federal entity is managing the federal award in compliance with federal statutes, regulations, and the terms and conditions of the federal award. Condition: There were 22 out of 40 samples tested related to one single site housing location where clear and consistent documentation of a control over allowable costs and activities was not present. There were five (5) individuals from those samples whose salaries were allocated to the grant based on the contracts budgeted amount for each position rather than based on their actual time and effort and salary paid during the year for each employee. Additionally, there was one (1) instance of our 40 samples tested where the employee was charged to the incorrect department and therefore incorrectly charged to the grant. Questioned Costs: $74,000 – The majority of questioned costs were related to a subset of allocated employees. Each allocated employee was recalculated in total to determine the known questioned costs for the period under audit. There was one other instance that related to one employee that should not have been reported that appears to be an isolated incident. The sample was selected using a non-statistical method. Effect: By not having a clearly documented review process, unallowable costs and activities may go undetected prior to filing a request for reimbursement with the grantor. The Organization should further evaluate their process for documenting the allocation of time by employee for those that do not work 100% of their time on one program to ensure proper documentation and approval of the allocation of time is based on actual time spent in determining allowable costs and activities. Cause: The Organization does not have a formal policy in place to review expenditures to ensure allowability prior to reimbursement requests being filed. Recommendation: The Organization should consider implementing a formal policy to ensure all costs are reviewed and approved prior to recording to the grant. Views of Management: Management agrees with the finding and is implementing procedures to correct this which are further discussed in the Corrective Action Plan. See Corrective Action Plan for more information.