Audit 355894

FY End
2023-12-31
Total Expended
$1.10M
Findings
60
Programs
9
Year: 2023 Accepted: 2025-05-08

Organization Exclusion Status:

Checking exclusion status...

Findings

ID Ref Severity Repeat Requirement
559954 2023-003 Significant Deficiency Yes N
559955 2023-004 Significant Deficiency Yes N
559956 2023-005 Significant Deficiency - N
559957 2023-003 Significant Deficiency Yes N
559958 2023-004 Significant Deficiency Yes N
559959 2023-005 Significant Deficiency - N
559960 2023-003 Significant Deficiency Yes N
559961 2023-004 Significant Deficiency Yes N
559962 2023-005 Significant Deficiency - N
559963 2023-003 Significant Deficiency Yes N
559964 2023-004 Significant Deficiency Yes N
559965 2023-005 Significant Deficiency - N
559966 2023-003 Significant Deficiency Yes N
559967 2023-004 Significant Deficiency Yes N
559968 2023-005 Significant Deficiency - N
559969 2023-003 Significant Deficiency Yes N
559970 2023-004 Significant Deficiency Yes N
559971 2023-005 Significant Deficiency - N
559972 2023-003 Significant Deficiency Yes N
559973 2023-004 Significant Deficiency Yes N
559974 2023-005 Significant Deficiency - N
559975 2023-003 Significant Deficiency Yes N
559976 2023-004 Significant Deficiency Yes N
559977 2023-005 Significant Deficiency - N
559978 2023-003 Significant Deficiency Yes N
559979 2023-004 Significant Deficiency Yes N
559980 2023-005 Significant Deficiency - N
559981 2023-003 Significant Deficiency Yes N
559982 2023-004 Significant Deficiency Yes N
559983 2023-005 Significant Deficiency - N
1136396 2023-003 Significant Deficiency Yes N
1136397 2023-004 Significant Deficiency Yes N
1136398 2023-005 Significant Deficiency - N
1136399 2023-003 Significant Deficiency Yes N
1136400 2023-004 Significant Deficiency Yes N
1136401 2023-005 Significant Deficiency - N
1136402 2023-003 Significant Deficiency Yes N
1136403 2023-004 Significant Deficiency Yes N
1136404 2023-005 Significant Deficiency - N
1136405 2023-003 Significant Deficiency Yes N
1136406 2023-004 Significant Deficiency Yes N
1136407 2023-005 Significant Deficiency - N
1136408 2023-003 Significant Deficiency Yes N
1136409 2023-004 Significant Deficiency Yes N
1136410 2023-005 Significant Deficiency - N
1136411 2023-003 Significant Deficiency Yes N
1136412 2023-004 Significant Deficiency Yes N
1136413 2023-005 Significant Deficiency - N
1136414 2023-003 Significant Deficiency Yes N
1136415 2023-004 Significant Deficiency Yes N
1136416 2023-005 Significant Deficiency - N
1136417 2023-003 Significant Deficiency Yes N
1136418 2023-004 Significant Deficiency Yes N
1136419 2023-005 Significant Deficiency - N
1136420 2023-003 Significant Deficiency Yes N
1136421 2023-004 Significant Deficiency Yes N
1136422 2023-005 Significant Deficiency - N
1136423 2023-003 Significant Deficiency Yes N
1136424 2023-004 Significant Deficiency Yes N
1136425 2023-005 Significant Deficiency - N

Contacts

Name Title Type
EQX1B2ALCMP7 Angela Jo Henze Auditee
8453422400 Julia Fraino Auditor
No contacts on file

Notes to SEFA

Title: Basis of Presentation Accounting Policies: Indirect costs may be included in the reported expenditures, to the extent that they are included in the federal financial reports used as the source for the data presented. Matching costs (the Organization’s share of certain program costs) are not included in the reported expenditures. The basis of accounting varies by federal program consistent with the underlying regulations pertaining to each program. The amounts reported as federal expenditures were obtained from the federal financial reports for the applicable program and periods. The amounts reported in these reports are prepared from records maintained for each program, which are reconciled with the Organization’s financial reporting system. There are no sub-recipients of grant awards. De Minimis Rate Used: Both Rate Explanation: Indirect costs may be included in the reported expenditures, to the extent that they are included in the federal financial reports used as the source for the data presented. The accompanying schedule of expenditures of federal awards presents the activity of federal award programs administered by the Organization, using the modified accrual basis of accounting. Federal awards that are included in the schedule may be received directly from federal agencies, as well as federal awards that are passed through from other government agencies. The information 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). Therefore, some amounts presented in this schedule may differ from amounts presented in, or used in the preparation of, the financial statements.

Finding Details

2023-003 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization performed rent comparisons to the HUD fair market rent rates when determining if the rent was in excess of the allowable rents. If excess rent was calculated, the excess was used to determine the participants share. Criteria: Per 24 CFR Section 578.51(g), where grants are used to pay rent for individual housing units, the rent paid must be reasonable in relation to rents charged for comparable units taking into consideration relevant features. In addition, the portion of rents paid with the grant funds may not exceed HUD-determined fair market rents for the current year. Context: Of the 10 cases selected for testing using leasing funds, 3 tenant’s rents paid exceeded the published fair market rent allowed for 2023. Of the 10 cases selected for testing using rental assistance funds, 3 tenant’s rents paid exceeded the published fair market rates. The program operated using these calculations throughout the year. Prior to the close of the year, adjustments were made to correct the effect of the incorrect calculations. Cause: The Organization is properly calculating the excess rent charge, however under the leasing program, the excess must be paid from other than HUD leasing funds. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates throughout most of the year. Identification of a This is a repeat finding from the immediate previous audit, 2022-001. Repeat Finding Recommendation: We recommend that the Organization download and use the COC Program Rent Determination Worksheets for Leasing and Rental Assistance provided by HUD for each recipient. The leasing worksheet will determine the Non COC and leveraged portion of the rent if allowable. We recommend that the completed document be signed and dated by the preparer and the reviewer. Any subsequent changes or updates should be saved as a separate document. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-004 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization used rent calculation worksheets which had not been updated for the published utility rates for the area, or calculated based on HUD’s Utility Allowance Handbook. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: 20 cases from a total population of 39 were selected for testing. The utility rates were out of date on 2 of the worksheets. On 5 worksheets, the utility calculation was noted but the supporting worksheet was not included in the workbook presented for audit. The remaining files had updated utility information. Cause: The Organization did not update their records and calculation worksheets for the change in the published utility rates or self- calculate the rates based on the Utility Allowance Handbook at the beginning of the year. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates. The calculation of the correct tenant’s portion impacts the balance paid by the Organization and subsequently charged to the HUD grants. Identification of a This is a repeat finding from the immediate previous audit, 2022-002. Repeat Finding Recommendation: We recommend that written procedures addressing internal controls with respect to tracking changes in program requirements be implemented and that procedures to update any worksheets for the effect of those requirements be performed and verified to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-005 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization uses an electronic workbook to assist in the calculation of verified income, rent share of the participant, utility charges and allowances. Our testing of the workbooks found that several input errors were present but not detected and corrected in a reasonable time. There is no evidence of supervisory review in the document. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: Our review of the workbooks found: 10 of the 20 selected did not contain a date prepared or effective date. A 2-bedroom unit was entered as a 3-bedroom unit, the lease exceeded the Fair Market Rent An income calculation was not annualized properly, the income from all sources was understated by 25%. Cause: The Organization uses an excel workbook to track and calculate the information needed to determine rent and utility shares for the participants in the COC programs. The forms are not being completed properly. Information is omitted or entered in the incorrect section of the workbook. There is no evidence in the workbook that it is being verified by someone other than the preparer. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program. Recommendation: We recommend that written procedures addressing internal controls with respect to preparation of the workbooks be reviewed and should include that verification and approval procedures are evident to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-003 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization performed rent comparisons to the HUD fair market rent rates when determining if the rent was in excess of the allowable rents. If excess rent was calculated, the excess was used to determine the participants share. Criteria: Per 24 CFR Section 578.51(g), where grants are used to pay rent for individual housing units, the rent paid must be reasonable in relation to rents charged for comparable units taking into consideration relevant features. In addition, the portion of rents paid with the grant funds may not exceed HUD-determined fair market rents for the current year. Context: Of the 10 cases selected for testing using leasing funds, 3 tenant’s rents paid exceeded the published fair market rent allowed for 2023. Of the 10 cases selected for testing using rental assistance funds, 3 tenant’s rents paid exceeded the published fair market rates. The program operated using these calculations throughout the year. Prior to the close of the year, adjustments were made to correct the effect of the incorrect calculations. Cause: The Organization is properly calculating the excess rent charge, however under the leasing program, the excess must be paid from other than HUD leasing funds. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates throughout most of the year. Identification of a This is a repeat finding from the immediate previous audit, 2022-001. Repeat Finding Recommendation: We recommend that the Organization download and use the COC Program Rent Determination Worksheets for Leasing and Rental Assistance provided by HUD for each recipient. The leasing worksheet will determine the Non COC and leveraged portion of the rent if allowable. We recommend that the completed document be signed and dated by the preparer and the reviewer. Any subsequent changes or updates should be saved as a separate document. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-004 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization used rent calculation worksheets which had not been updated for the published utility rates for the area, or calculated based on HUD’s Utility Allowance Handbook. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: 20 cases from a total population of 39 were selected for testing. The utility rates were out of date on 2 of the worksheets. On 5 worksheets, the utility calculation was noted but the supporting worksheet was not included in the workbook presented for audit. The remaining files had updated utility information. Cause: The Organization did not update their records and calculation worksheets for the change in the published utility rates or self- calculate the rates based on the Utility Allowance Handbook at the beginning of the year. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates. The calculation of the correct tenant’s portion impacts the balance paid by the Organization and subsequently charged to the HUD grants. Identification of a This is a repeat finding from the immediate previous audit, 2022-002. Repeat Finding Recommendation: We recommend that written procedures addressing internal controls with respect to tracking changes in program requirements be implemented and that procedures to update any worksheets for the effect of those requirements be performed and verified to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-005 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization uses an electronic workbook to assist in the calculation of verified income, rent share of the participant, utility charges and allowances. Our testing of the workbooks found that several input errors were present but not detected and corrected in a reasonable time. There is no evidence of supervisory review in the document. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: Our review of the workbooks found: 10 of the 20 selected did not contain a date prepared or effective date. A 2-bedroom unit was entered as a 3-bedroom unit, the lease exceeded the Fair Market Rent An income calculation was not annualized properly, the income from all sources was understated by 25%. Cause: The Organization uses an excel workbook to track and calculate the information needed to determine rent and utility shares for the participants in the COC programs. The forms are not being completed properly. Information is omitted or entered in the incorrect section of the workbook. There is no evidence in the workbook that it is being verified by someone other than the preparer. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program. Recommendation: We recommend that written procedures addressing internal controls with respect to preparation of the workbooks be reviewed and should include that verification and approval procedures are evident to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-003 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization performed rent comparisons to the HUD fair market rent rates when determining if the rent was in excess of the allowable rents. If excess rent was calculated, the excess was used to determine the participants share. Criteria: Per 24 CFR Section 578.51(g), where grants are used to pay rent for individual housing units, the rent paid must be reasonable in relation to rents charged for comparable units taking into consideration relevant features. In addition, the portion of rents paid with the grant funds may not exceed HUD-determined fair market rents for the current year. Context: Of the 10 cases selected for testing using leasing funds, 3 tenant’s rents paid exceeded the published fair market rent allowed for 2023. Of the 10 cases selected for testing using rental assistance funds, 3 tenant’s rents paid exceeded the published fair market rates. The program operated using these calculations throughout the year. Prior to the close of the year, adjustments were made to correct the effect of the incorrect calculations. Cause: The Organization is properly calculating the excess rent charge, however under the leasing program, the excess must be paid from other than HUD leasing funds. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates throughout most of the year. Identification of a This is a repeat finding from the immediate previous audit, 2022-001. Repeat Finding Recommendation: We recommend that the Organization download and use the COC Program Rent Determination Worksheets for Leasing and Rental Assistance provided by HUD for each recipient. The leasing worksheet will determine the Non COC and leveraged portion of the rent if allowable. We recommend that the completed document be signed and dated by the preparer and the reviewer. Any subsequent changes or updates should be saved as a separate document. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-004 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization used rent calculation worksheets which had not been updated for the published utility rates for the area, or calculated based on HUD’s Utility Allowance Handbook. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: 20 cases from a total population of 39 were selected for testing. The utility rates were out of date on 2 of the worksheets. On 5 worksheets, the utility calculation was noted but the supporting worksheet was not included in the workbook presented for audit. The remaining files had updated utility information. Cause: The Organization did not update their records and calculation worksheets for the change in the published utility rates or self- calculate the rates based on the Utility Allowance Handbook at the beginning of the year. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates. The calculation of the correct tenant’s portion impacts the balance paid by the Organization and subsequently charged to the HUD grants. Identification of a This is a repeat finding from the immediate previous audit, 2022-002. Repeat Finding Recommendation: We recommend that written procedures addressing internal controls with respect to tracking changes in program requirements be implemented and that procedures to update any worksheets for the effect of those requirements be performed and verified to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-005 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization uses an electronic workbook to assist in the calculation of verified income, rent share of the participant, utility charges and allowances. Our testing of the workbooks found that several input errors were present but not detected and corrected in a reasonable time. There is no evidence of supervisory review in the document. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: Our review of the workbooks found: 10 of the 20 selected did not contain a date prepared or effective date. A 2-bedroom unit was entered as a 3-bedroom unit, the lease exceeded the Fair Market Rent An income calculation was not annualized properly, the income from all sources was understated by 25%. Cause: The Organization uses an excel workbook to track and calculate the information needed to determine rent and utility shares for the participants in the COC programs. The forms are not being completed properly. Information is omitted or entered in the incorrect section of the workbook. There is no evidence in the workbook that it is being verified by someone other than the preparer. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program. Recommendation: We recommend that written procedures addressing internal controls with respect to preparation of the workbooks be reviewed and should include that verification and approval procedures are evident to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-003 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization performed rent comparisons to the HUD fair market rent rates when determining if the rent was in excess of the allowable rents. If excess rent was calculated, the excess was used to determine the participants share. Criteria: Per 24 CFR Section 578.51(g), where grants are used to pay rent for individual housing units, the rent paid must be reasonable in relation to rents charged for comparable units taking into consideration relevant features. In addition, the portion of rents paid with the grant funds may not exceed HUD-determined fair market rents for the current year. Context: Of the 10 cases selected for testing using leasing funds, 3 tenant’s rents paid exceeded the published fair market rent allowed for 2023. Of the 10 cases selected for testing using rental assistance funds, 3 tenant’s rents paid exceeded the published fair market rates. The program operated using these calculations throughout the year. Prior to the close of the year, adjustments were made to correct the effect of the incorrect calculations. Cause: The Organization is properly calculating the excess rent charge, however under the leasing program, the excess must be paid from other than HUD leasing funds. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates throughout most of the year. Identification of a This is a repeat finding from the immediate previous audit, 2022-001. Repeat Finding Recommendation: We recommend that the Organization download and use the COC Program Rent Determination Worksheets for Leasing and Rental Assistance provided by HUD for each recipient. The leasing worksheet will determine the Non COC and leveraged portion of the rent if allowable. We recommend that the completed document be signed and dated by the preparer and the reviewer. Any subsequent changes or updates should be saved as a separate document. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-004 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization used rent calculation worksheets which had not been updated for the published utility rates for the area, or calculated based on HUD’s Utility Allowance Handbook. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: 20 cases from a total population of 39 were selected for testing. The utility rates were out of date on 2 of the worksheets. On 5 worksheets, the utility calculation was noted but the supporting worksheet was not included in the workbook presented for audit. The remaining files had updated utility information. Cause: The Organization did not update their records and calculation worksheets for the change in the published utility rates or self- calculate the rates based on the Utility Allowance Handbook at the beginning of the year. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates. The calculation of the correct tenant’s portion impacts the balance paid by the Organization and subsequently charged to the HUD grants. Identification of a This is a repeat finding from the immediate previous audit, 2022-002. Repeat Finding Recommendation: We recommend that written procedures addressing internal controls with respect to tracking changes in program requirements be implemented and that procedures to update any worksheets for the effect of those requirements be performed and verified to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-005 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization uses an electronic workbook to assist in the calculation of verified income, rent share of the participant, utility charges and allowances. Our testing of the workbooks found that several input errors were present but not detected and corrected in a reasonable time. There is no evidence of supervisory review in the document. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: Our review of the workbooks found: 10 of the 20 selected did not contain a date prepared or effective date. A 2-bedroom unit was entered as a 3-bedroom unit, the lease exceeded the Fair Market Rent An income calculation was not annualized properly, the income from all sources was understated by 25%. Cause: The Organization uses an excel workbook to track and calculate the information needed to determine rent and utility shares for the participants in the COC programs. The forms are not being completed properly. Information is omitted or entered in the incorrect section of the workbook. There is no evidence in the workbook that it is being verified by someone other than the preparer. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program. Recommendation: We recommend that written procedures addressing internal controls with respect to preparation of the workbooks be reviewed and should include that verification and approval procedures are evident to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-003 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization performed rent comparisons to the HUD fair market rent rates when determining if the rent was in excess of the allowable rents. If excess rent was calculated, the excess was used to determine the participants share. Criteria: Per 24 CFR Section 578.51(g), where grants are used to pay rent for individual housing units, the rent paid must be reasonable in relation to rents charged for comparable units taking into consideration relevant features. In addition, the portion of rents paid with the grant funds may not exceed HUD-determined fair market rents for the current year. Context: Of the 10 cases selected for testing using leasing funds, 3 tenant’s rents paid exceeded the published fair market rent allowed for 2023. Of the 10 cases selected for testing using rental assistance funds, 3 tenant’s rents paid exceeded the published fair market rates. The program operated using these calculations throughout the year. Prior to the close of the year, adjustments were made to correct the effect of the incorrect calculations. Cause: The Organization is properly calculating the excess rent charge, however under the leasing program, the excess must be paid from other than HUD leasing funds. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates throughout most of the year. Identification of a This is a repeat finding from the immediate previous audit, 2022-001. Repeat Finding Recommendation: We recommend that the Organization download and use the COC Program Rent Determination Worksheets for Leasing and Rental Assistance provided by HUD for each recipient. The leasing worksheet will determine the Non COC and leveraged portion of the rent if allowable. We recommend that the completed document be signed and dated by the preparer and the reviewer. Any subsequent changes or updates should be saved as a separate document. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-004 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization used rent calculation worksheets which had not been updated for the published utility rates for the area, or calculated based on HUD’s Utility Allowance Handbook. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: 20 cases from a total population of 39 were selected for testing. The utility rates were out of date on 2 of the worksheets. On 5 worksheets, the utility calculation was noted but the supporting worksheet was not included in the workbook presented for audit. The remaining files had updated utility information. Cause: The Organization did not update their records and calculation worksheets for the change in the published utility rates or self- calculate the rates based on the Utility Allowance Handbook at the beginning of the year. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates. The calculation of the correct tenant’s portion impacts the balance paid by the Organization and subsequently charged to the HUD grants. Identification of a This is a repeat finding from the immediate previous audit, 2022-002. Repeat Finding Recommendation: We recommend that written procedures addressing internal controls with respect to tracking changes in program requirements be implemented and that procedures to update any worksheets for the effect of those requirements be performed and verified to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-005 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization uses an electronic workbook to assist in the calculation of verified income, rent share of the participant, utility charges and allowances. Our testing of the workbooks found that several input errors were present but not detected and corrected in a reasonable time. There is no evidence of supervisory review in the document. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: Our review of the workbooks found: 10 of the 20 selected did not contain a date prepared or effective date. A 2-bedroom unit was entered as a 3-bedroom unit, the lease exceeded the Fair Market Rent An income calculation was not annualized properly, the income from all sources was understated by 25%. Cause: The Organization uses an excel workbook to track and calculate the information needed to determine rent and utility shares for the participants in the COC programs. The forms are not being completed properly. Information is omitted or entered in the incorrect section of the workbook. There is no evidence in the workbook that it is being verified by someone other than the preparer. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program. Recommendation: We recommend that written procedures addressing internal controls with respect to preparation of the workbooks be reviewed and should include that verification and approval procedures are evident to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-003 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization performed rent comparisons to the HUD fair market rent rates when determining if the rent was in excess of the allowable rents. If excess rent was calculated, the excess was used to determine the participants share. Criteria: Per 24 CFR Section 578.51(g), where grants are used to pay rent for individual housing units, the rent paid must be reasonable in relation to rents charged for comparable units taking into consideration relevant features. In addition, the portion of rents paid with the grant funds may not exceed HUD-determined fair market rents for the current year. Context: Of the 10 cases selected for testing using leasing funds, 3 tenant’s rents paid exceeded the published fair market rent allowed for 2023. Of the 10 cases selected for testing using rental assistance funds, 3 tenant’s rents paid exceeded the published fair market rates. The program operated using these calculations throughout the year. Prior to the close of the year, adjustments were made to correct the effect of the incorrect calculations. Cause: The Organization is properly calculating the excess rent charge, however under the leasing program, the excess must be paid from other than HUD leasing funds. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates throughout most of the year. Identification of a This is a repeat finding from the immediate previous audit, 2022-001. Repeat Finding Recommendation: We recommend that the Organization download and use the COC Program Rent Determination Worksheets for Leasing and Rental Assistance provided by HUD for each recipient. The leasing worksheet will determine the Non COC and leveraged portion of the rent if allowable. We recommend that the completed document be signed and dated by the preparer and the reviewer. Any subsequent changes or updates should be saved as a separate document. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-004 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization used rent calculation worksheets which had not been updated for the published utility rates for the area, or calculated based on HUD’s Utility Allowance Handbook. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: 20 cases from a total population of 39 were selected for testing. The utility rates were out of date on 2 of the worksheets. On 5 worksheets, the utility calculation was noted but the supporting worksheet was not included in the workbook presented for audit. The remaining files had updated utility information. Cause: The Organization did not update their records and calculation worksheets for the change in the published utility rates or self- calculate the rates based on the Utility Allowance Handbook at the beginning of the year. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates. The calculation of the correct tenant’s portion impacts the balance paid by the Organization and subsequently charged to the HUD grants. Identification of a This is a repeat finding from the immediate previous audit, 2022-002. Repeat Finding Recommendation: We recommend that written procedures addressing internal controls with respect to tracking changes in program requirements be implemented and that procedures to update any worksheets for the effect of those requirements be performed and verified to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-005 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization uses an electronic workbook to assist in the calculation of verified income, rent share of the participant, utility charges and allowances. Our testing of the workbooks found that several input errors were present but not detected and corrected in a reasonable time. There is no evidence of supervisory review in the document. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: Our review of the workbooks found: 10 of the 20 selected did not contain a date prepared or effective date. A 2-bedroom unit was entered as a 3-bedroom unit, the lease exceeded the Fair Market Rent An income calculation was not annualized properly, the income from all sources was understated by 25%. Cause: The Organization uses an excel workbook to track and calculate the information needed to determine rent and utility shares for the participants in the COC programs. The forms are not being completed properly. Information is omitted or entered in the incorrect section of the workbook. There is no evidence in the workbook that it is being verified by someone other than the preparer. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program. Recommendation: We recommend that written procedures addressing internal controls with respect to preparation of the workbooks be reviewed and should include that verification and approval procedures are evident to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-003 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization performed rent comparisons to the HUD fair market rent rates when determining if the rent was in excess of the allowable rents. If excess rent was calculated, the excess was used to determine the participants share. Criteria: Per 24 CFR Section 578.51(g), where grants are used to pay rent for individual housing units, the rent paid must be reasonable in relation to rents charged for comparable units taking into consideration relevant features. In addition, the portion of rents paid with the grant funds may not exceed HUD-determined fair market rents for the current year. Context: Of the 10 cases selected for testing using leasing funds, 3 tenant’s rents paid exceeded the published fair market rent allowed for 2023. Of the 10 cases selected for testing using rental assistance funds, 3 tenant’s rents paid exceeded the published fair market rates. The program operated using these calculations throughout the year. Prior to the close of the year, adjustments were made to correct the effect of the incorrect calculations. Cause: The Organization is properly calculating the excess rent charge, however under the leasing program, the excess must be paid from other than HUD leasing funds. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates throughout most of the year. Identification of a This is a repeat finding from the immediate previous audit, 2022-001. Repeat Finding Recommendation: We recommend that the Organization download and use the COC Program Rent Determination Worksheets for Leasing and Rental Assistance provided by HUD for each recipient. The leasing worksheet will determine the Non COC and leveraged portion of the rent if allowable. We recommend that the completed document be signed and dated by the preparer and the reviewer. Any subsequent changes or updates should be saved as a separate document. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-004 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization used rent calculation worksheets which had not been updated for the published utility rates for the area, or calculated based on HUD’s Utility Allowance Handbook. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: 20 cases from a total population of 39 were selected for testing. The utility rates were out of date on 2 of the worksheets. On 5 worksheets, the utility calculation was noted but the supporting worksheet was not included in the workbook presented for audit. The remaining files had updated utility information. Cause: The Organization did not update their records and calculation worksheets for the change in the published utility rates or self- calculate the rates based on the Utility Allowance Handbook at the beginning of the year. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates. The calculation of the correct tenant’s portion impacts the balance paid by the Organization and subsequently charged to the HUD grants. Identification of a This is a repeat finding from the immediate previous audit, 2022-002. Repeat Finding Recommendation: We recommend that written procedures addressing internal controls with respect to tracking changes in program requirements be implemented and that procedures to update any worksheets for the effect of those requirements be performed and verified to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-005 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization uses an electronic workbook to assist in the calculation of verified income, rent share of the participant, utility charges and allowances. Our testing of the workbooks found that several input errors were present but not detected and corrected in a reasonable time. There is no evidence of supervisory review in the document. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: Our review of the workbooks found: 10 of the 20 selected did not contain a date prepared or effective date. A 2-bedroom unit was entered as a 3-bedroom unit, the lease exceeded the Fair Market Rent An income calculation was not annualized properly, the income from all sources was understated by 25%. Cause: The Organization uses an excel workbook to track and calculate the information needed to determine rent and utility shares for the participants in the COC programs. The forms are not being completed properly. Information is omitted or entered in the incorrect section of the workbook. There is no evidence in the workbook that it is being verified by someone other than the preparer. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program. Recommendation: We recommend that written procedures addressing internal controls with respect to preparation of the workbooks be reviewed and should include that verification and approval procedures are evident to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-003 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization performed rent comparisons to the HUD fair market rent rates when determining if the rent was in excess of the allowable rents. If excess rent was calculated, the excess was used to determine the participants share. Criteria: Per 24 CFR Section 578.51(g), where grants are used to pay rent for individual housing units, the rent paid must be reasonable in relation to rents charged for comparable units taking into consideration relevant features. In addition, the portion of rents paid with the grant funds may not exceed HUD-determined fair market rents for the current year. Context: Of the 10 cases selected for testing using leasing funds, 3 tenant’s rents paid exceeded the published fair market rent allowed for 2023. Of the 10 cases selected for testing using rental assistance funds, 3 tenant’s rents paid exceeded the published fair market rates. The program operated using these calculations throughout the year. Prior to the close of the year, adjustments were made to correct the effect of the incorrect calculations. Cause: The Organization is properly calculating the excess rent charge, however under the leasing program, the excess must be paid from other than HUD leasing funds. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates throughout most of the year. Identification of a This is a repeat finding from the immediate previous audit, 2022-001. Repeat Finding Recommendation: We recommend that the Organization download and use the COC Program Rent Determination Worksheets for Leasing and Rental Assistance provided by HUD for each recipient. The leasing worksheet will determine the Non COC and leveraged portion of the rent if allowable. We recommend that the completed document be signed and dated by the preparer and the reviewer. Any subsequent changes or updates should be saved as a separate document. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-004 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization used rent calculation worksheets which had not been updated for the published utility rates for the area, or calculated based on HUD’s Utility Allowance Handbook. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: 20 cases from a total population of 39 were selected for testing. The utility rates were out of date on 2 of the worksheets. On 5 worksheets, the utility calculation was noted but the supporting worksheet was not included in the workbook presented for audit. The remaining files had updated utility information. Cause: The Organization did not update their records and calculation worksheets for the change in the published utility rates or self- calculate the rates based on the Utility Allowance Handbook at the beginning of the year. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates. The calculation of the correct tenant’s portion impacts the balance paid by the Organization and subsequently charged to the HUD grants. Identification of a This is a repeat finding from the immediate previous audit, 2022-002. Repeat Finding Recommendation: We recommend that written procedures addressing internal controls with respect to tracking changes in program requirements be implemented and that procedures to update any worksheets for the effect of those requirements be performed and verified to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-005 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization uses an electronic workbook to assist in the calculation of verified income, rent share of the participant, utility charges and allowances. Our testing of the workbooks found that several input errors were present but not detected and corrected in a reasonable time. There is no evidence of supervisory review in the document. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: Our review of the workbooks found: 10 of the 20 selected did not contain a date prepared or effective date. A 2-bedroom unit was entered as a 3-bedroom unit, the lease exceeded the Fair Market Rent An income calculation was not annualized properly, the income from all sources was understated by 25%. Cause: The Organization uses an excel workbook to track and calculate the information needed to determine rent and utility shares for the participants in the COC programs. The forms are not being completed properly. Information is omitted or entered in the incorrect section of the workbook. There is no evidence in the workbook that it is being verified by someone other than the preparer. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program. Recommendation: We recommend that written procedures addressing internal controls with respect to preparation of the workbooks be reviewed and should include that verification and approval procedures are evident to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-003 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization performed rent comparisons to the HUD fair market rent rates when determining if the rent was in excess of the allowable rents. If excess rent was calculated, the excess was used to determine the participants share. Criteria: Per 24 CFR Section 578.51(g), where grants are used to pay rent for individual housing units, the rent paid must be reasonable in relation to rents charged for comparable units taking into consideration relevant features. In addition, the portion of rents paid with the grant funds may not exceed HUD-determined fair market rents for the current year. Context: Of the 10 cases selected for testing using leasing funds, 3 tenant’s rents paid exceeded the published fair market rent allowed for 2023. Of the 10 cases selected for testing using rental assistance funds, 3 tenant’s rents paid exceeded the published fair market rates. The program operated using these calculations throughout the year. Prior to the close of the year, adjustments were made to correct the effect of the incorrect calculations. Cause: The Organization is properly calculating the excess rent charge, however under the leasing program, the excess must be paid from other than HUD leasing funds. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates throughout most of the year. Identification of a This is a repeat finding from the immediate previous audit, 2022-001. Repeat Finding Recommendation: We recommend that the Organization download and use the COC Program Rent Determination Worksheets for Leasing and Rental Assistance provided by HUD for each recipient. The leasing worksheet will determine the Non COC and leveraged portion of the rent if allowable. We recommend that the completed document be signed and dated by the preparer and the reviewer. Any subsequent changes or updates should be saved as a separate document. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-004 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization used rent calculation worksheets which had not been updated for the published utility rates for the area, or calculated based on HUD’s Utility Allowance Handbook. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: 20 cases from a total population of 39 were selected for testing. The utility rates were out of date on 2 of the worksheets. On 5 worksheets, the utility calculation was noted but the supporting worksheet was not included in the workbook presented for audit. The remaining files had updated utility information. Cause: The Organization did not update their records and calculation worksheets for the change in the published utility rates or self- calculate the rates based on the Utility Allowance Handbook at the beginning of the year. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates. The calculation of the correct tenant’s portion impacts the balance paid by the Organization and subsequently charged to the HUD grants. Identification of a This is a repeat finding from the immediate previous audit, 2022-002. Repeat Finding Recommendation: We recommend that written procedures addressing internal controls with respect to tracking changes in program requirements be implemented and that procedures to update any worksheets for the effect of those requirements be performed and verified to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-005 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization uses an electronic workbook to assist in the calculation of verified income, rent share of the participant, utility charges and allowances. Our testing of the workbooks found that several input errors were present but not detected and corrected in a reasonable time. There is no evidence of supervisory review in the document. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: Our review of the workbooks found: 10 of the 20 selected did not contain a date prepared or effective date. A 2-bedroom unit was entered as a 3-bedroom unit, the lease exceeded the Fair Market Rent An income calculation was not annualized properly, the income from all sources was understated by 25%. Cause: The Organization uses an excel workbook to track and calculate the information needed to determine rent and utility shares for the participants in the COC programs. The forms are not being completed properly. Information is omitted or entered in the incorrect section of the workbook. There is no evidence in the workbook that it is being verified by someone other than the preparer. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program. Recommendation: We recommend that written procedures addressing internal controls with respect to preparation of the workbooks be reviewed and should include that verification and approval procedures are evident to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-003 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization performed rent comparisons to the HUD fair market rent rates when determining if the rent was in excess of the allowable rents. If excess rent was calculated, the excess was used to determine the participants share. Criteria: Per 24 CFR Section 578.51(g), where grants are used to pay rent for individual housing units, the rent paid must be reasonable in relation to rents charged for comparable units taking into consideration relevant features. In addition, the portion of rents paid with the grant funds may not exceed HUD-determined fair market rents for the current year. Context: Of the 10 cases selected for testing using leasing funds, 3 tenant’s rents paid exceeded the published fair market rent allowed for 2023. Of the 10 cases selected for testing using rental assistance funds, 3 tenant’s rents paid exceeded the published fair market rates. The program operated using these calculations throughout the year. Prior to the close of the year, adjustments were made to correct the effect of the incorrect calculations. Cause: The Organization is properly calculating the excess rent charge, however under the leasing program, the excess must be paid from other than HUD leasing funds. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates throughout most of the year. Identification of a This is a repeat finding from the immediate previous audit, 2022-001. Repeat Finding Recommendation: We recommend that the Organization download and use the COC Program Rent Determination Worksheets for Leasing and Rental Assistance provided by HUD for each recipient. The leasing worksheet will determine the Non COC and leveraged portion of the rent if allowable. We recommend that the completed document be signed and dated by the preparer and the reviewer. Any subsequent changes or updates should be saved as a separate document. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-004 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization used rent calculation worksheets which had not been updated for the published utility rates for the area, or calculated based on HUD’s Utility Allowance Handbook. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: 20 cases from a total population of 39 were selected for testing. The utility rates were out of date on 2 of the worksheets. On 5 worksheets, the utility calculation was noted but the supporting worksheet was not included in the workbook presented for audit. The remaining files had updated utility information. Cause: The Organization did not update their records and calculation worksheets for the change in the published utility rates or self- calculate the rates based on the Utility Allowance Handbook at the beginning of the year. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates. The calculation of the correct tenant’s portion impacts the balance paid by the Organization and subsequently charged to the HUD grants. Identification of a This is a repeat finding from the immediate previous audit, 2022-002. Repeat Finding Recommendation: We recommend that written procedures addressing internal controls with respect to tracking changes in program requirements be implemented and that procedures to update any worksheets for the effect of those requirements be performed and verified to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-005 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization uses an electronic workbook to assist in the calculation of verified income, rent share of the participant, utility charges and allowances. Our testing of the workbooks found that several input errors were present but not detected and corrected in a reasonable time. There is no evidence of supervisory review in the document. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: Our review of the workbooks found: 10 of the 20 selected did not contain a date prepared or effective date. A 2-bedroom unit was entered as a 3-bedroom unit, the lease exceeded the Fair Market Rent An income calculation was not annualized properly, the income from all sources was understated by 25%. Cause: The Organization uses an excel workbook to track and calculate the information needed to determine rent and utility shares for the participants in the COC programs. The forms are not being completed properly. Information is omitted or entered in the incorrect section of the workbook. There is no evidence in the workbook that it is being verified by someone other than the preparer. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program. Recommendation: We recommend that written procedures addressing internal controls with respect to preparation of the workbooks be reviewed and should include that verification and approval procedures are evident to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-003 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization performed rent comparisons to the HUD fair market rent rates when determining if the rent was in excess of the allowable rents. If excess rent was calculated, the excess was used to determine the participants share. Criteria: Per 24 CFR Section 578.51(g), where grants are used to pay rent for individual housing units, the rent paid must be reasonable in relation to rents charged for comparable units taking into consideration relevant features. In addition, the portion of rents paid with the grant funds may not exceed HUD-determined fair market rents for the current year. Context: Of the 10 cases selected for testing using leasing funds, 3 tenant’s rents paid exceeded the published fair market rent allowed for 2023. Of the 10 cases selected for testing using rental assistance funds, 3 tenant’s rents paid exceeded the published fair market rates. The program operated using these calculations throughout the year. Prior to the close of the year, adjustments were made to correct the effect of the incorrect calculations. Cause: The Organization is properly calculating the excess rent charge, however under the leasing program, the excess must be paid from other than HUD leasing funds. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates throughout most of the year. Identification of a This is a repeat finding from the immediate previous audit, 2022-001. Repeat Finding Recommendation: We recommend that the Organization download and use the COC Program Rent Determination Worksheets for Leasing and Rental Assistance provided by HUD for each recipient. The leasing worksheet will determine the Non COC and leveraged portion of the rent if allowable. We recommend that the completed document be signed and dated by the preparer and the reviewer. Any subsequent changes or updates should be saved as a separate document. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-004 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization used rent calculation worksheets which had not been updated for the published utility rates for the area, or calculated based on HUD’s Utility Allowance Handbook. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: 20 cases from a total population of 39 were selected for testing. The utility rates were out of date on 2 of the worksheets. On 5 worksheets, the utility calculation was noted but the supporting worksheet was not included in the workbook presented for audit. The remaining files had updated utility information. Cause: The Organization did not update their records and calculation worksheets for the change in the published utility rates or self- calculate the rates based on the Utility Allowance Handbook at the beginning of the year. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates. The calculation of the correct tenant’s portion impacts the balance paid by the Organization and subsequently charged to the HUD grants. Identification of a This is a repeat finding from the immediate previous audit, 2022-002. Repeat Finding Recommendation: We recommend that written procedures addressing internal controls with respect to tracking changes in program requirements be implemented and that procedures to update any worksheets for the effect of those requirements be performed and verified to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-005 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization uses an electronic workbook to assist in the calculation of verified income, rent share of the participant, utility charges and allowances. Our testing of the workbooks found that several input errors were present but not detected and corrected in a reasonable time. There is no evidence of supervisory review in the document. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: Our review of the workbooks found: 10 of the 20 selected did not contain a date prepared or effective date. A 2-bedroom unit was entered as a 3-bedroom unit, the lease exceeded the Fair Market Rent An income calculation was not annualized properly, the income from all sources was understated by 25%. Cause: The Organization uses an excel workbook to track and calculate the information needed to determine rent and utility shares for the participants in the COC programs. The forms are not being completed properly. Information is omitted or entered in the incorrect section of the workbook. There is no evidence in the workbook that it is being verified by someone other than the preparer. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program. Recommendation: We recommend that written procedures addressing internal controls with respect to preparation of the workbooks be reviewed and should include that verification and approval procedures are evident to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-003 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization performed rent comparisons to the HUD fair market rent rates when determining if the rent was in excess of the allowable rents. If excess rent was calculated, the excess was used to determine the participants share. Criteria: Per 24 CFR Section 578.51(g), where grants are used to pay rent for individual housing units, the rent paid must be reasonable in relation to rents charged for comparable units taking into consideration relevant features. In addition, the portion of rents paid with the grant funds may not exceed HUD-determined fair market rents for the current year. Context: Of the 10 cases selected for testing using leasing funds, 3 tenant’s rents paid exceeded the published fair market rent allowed for 2023. Of the 10 cases selected for testing using rental assistance funds, 3 tenant’s rents paid exceeded the published fair market rates. The program operated using these calculations throughout the year. Prior to the close of the year, adjustments were made to correct the effect of the incorrect calculations. Cause: The Organization is properly calculating the excess rent charge, however under the leasing program, the excess must be paid from other than HUD leasing funds. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates throughout most of the year. Identification of a This is a repeat finding from the immediate previous audit, 2022-001. Repeat Finding Recommendation: We recommend that the Organization download and use the COC Program Rent Determination Worksheets for Leasing and Rental Assistance provided by HUD for each recipient. The leasing worksheet will determine the Non COC and leveraged portion of the rent if allowable. We recommend that the completed document be signed and dated by the preparer and the reviewer. Any subsequent changes or updates should be saved as a separate document. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-004 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization used rent calculation worksheets which had not been updated for the published utility rates for the area, or calculated based on HUD’s Utility Allowance Handbook. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: 20 cases from a total population of 39 were selected for testing. The utility rates were out of date on 2 of the worksheets. On 5 worksheets, the utility calculation was noted but the supporting worksheet was not included in the workbook presented for audit. The remaining files had updated utility information. Cause: The Organization did not update their records and calculation worksheets for the change in the published utility rates or self- calculate the rates based on the Utility Allowance Handbook at the beginning of the year. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates. The calculation of the correct tenant’s portion impacts the balance paid by the Organization and subsequently charged to the HUD grants. Identification of a This is a repeat finding from the immediate previous audit, 2022-002. Repeat Finding Recommendation: We recommend that written procedures addressing internal controls with respect to tracking changes in program requirements be implemented and that procedures to update any worksheets for the effect of those requirements be performed and verified to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-005 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization uses an electronic workbook to assist in the calculation of verified income, rent share of the participant, utility charges and allowances. Our testing of the workbooks found that several input errors were present but not detected and corrected in a reasonable time. There is no evidence of supervisory review in the document. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: Our review of the workbooks found: 10 of the 20 selected did not contain a date prepared or effective date. A 2-bedroom unit was entered as a 3-bedroom unit, the lease exceeded the Fair Market Rent An income calculation was not annualized properly, the income from all sources was understated by 25%. Cause: The Organization uses an excel workbook to track and calculate the information needed to determine rent and utility shares for the participants in the COC programs. The forms are not being completed properly. Information is omitted or entered in the incorrect section of the workbook. There is no evidence in the workbook that it is being verified by someone other than the preparer. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program. Recommendation: We recommend that written procedures addressing internal controls with respect to preparation of the workbooks be reviewed and should include that verification and approval procedures are evident to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-003 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization performed rent comparisons to the HUD fair market rent rates when determining if the rent was in excess of the allowable rents. If excess rent was calculated, the excess was used to determine the participants share. Criteria: Per 24 CFR Section 578.51(g), where grants are used to pay rent for individual housing units, the rent paid must be reasonable in relation to rents charged for comparable units taking into consideration relevant features. In addition, the portion of rents paid with the grant funds may not exceed HUD-determined fair market rents for the current year. Context: Of the 10 cases selected for testing using leasing funds, 3 tenant’s rents paid exceeded the published fair market rent allowed for 2023. Of the 10 cases selected for testing using rental assistance funds, 3 tenant’s rents paid exceeded the published fair market rates. The program operated using these calculations throughout the year. Prior to the close of the year, adjustments were made to correct the effect of the incorrect calculations. Cause: The Organization is properly calculating the excess rent charge, however under the leasing program, the excess must be paid from other than HUD leasing funds. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates throughout most of the year. Identification of a This is a repeat finding from the immediate previous audit, 2022-001. Repeat Finding Recommendation: We recommend that the Organization download and use the COC Program Rent Determination Worksheets for Leasing and Rental Assistance provided by HUD for each recipient. The leasing worksheet will determine the Non COC and leveraged portion of the rent if allowable. We recommend that the completed document be signed and dated by the preparer and the reviewer. Any subsequent changes or updates should be saved as a separate document. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-004 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization used rent calculation worksheets which had not been updated for the published utility rates for the area, or calculated based on HUD’s Utility Allowance Handbook. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: 20 cases from a total population of 39 were selected for testing. The utility rates were out of date on 2 of the worksheets. On 5 worksheets, the utility calculation was noted but the supporting worksheet was not included in the workbook presented for audit. The remaining files had updated utility information. Cause: The Organization did not update their records and calculation worksheets for the change in the published utility rates or self- calculate the rates based on the Utility Allowance Handbook at the beginning of the year. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates. The calculation of the correct tenant’s portion impacts the balance paid by the Organization and subsequently charged to the HUD grants. Identification of a This is a repeat finding from the immediate previous audit, 2022-002. Repeat Finding Recommendation: We recommend that written procedures addressing internal controls with respect to tracking changes in program requirements be implemented and that procedures to update any worksheets for the effect of those requirements be performed and verified to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-005 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization uses an electronic workbook to assist in the calculation of verified income, rent share of the participant, utility charges and allowances. Our testing of the workbooks found that several input errors were present but not detected and corrected in a reasonable time. There is no evidence of supervisory review in the document. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: Our review of the workbooks found: 10 of the 20 selected did not contain a date prepared or effective date. A 2-bedroom unit was entered as a 3-bedroom unit, the lease exceeded the Fair Market Rent An income calculation was not annualized properly, the income from all sources was understated by 25%. Cause: The Organization uses an excel workbook to track and calculate the information needed to determine rent and utility shares for the participants in the COC programs. The forms are not being completed properly. Information is omitted or entered in the incorrect section of the workbook. There is no evidence in the workbook that it is being verified by someone other than the preparer. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program. Recommendation: We recommend that written procedures addressing internal controls with respect to preparation of the workbooks be reviewed and should include that verification and approval procedures are evident to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-003 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization performed rent comparisons to the HUD fair market rent rates when determining if the rent was in excess of the allowable rents. If excess rent was calculated, the excess was used to determine the participants share. Criteria: Per 24 CFR Section 578.51(g), where grants are used to pay rent for individual housing units, the rent paid must be reasonable in relation to rents charged for comparable units taking into consideration relevant features. In addition, the portion of rents paid with the grant funds may not exceed HUD-determined fair market rents for the current year. Context: Of the 10 cases selected for testing using leasing funds, 3 tenant’s rents paid exceeded the published fair market rent allowed for 2023. Of the 10 cases selected for testing using rental assistance funds, 3 tenant’s rents paid exceeded the published fair market rates. The program operated using these calculations throughout the year. Prior to the close of the year, adjustments were made to correct the effect of the incorrect calculations. Cause: The Organization is properly calculating the excess rent charge, however under the leasing program, the excess must be paid from other than HUD leasing funds. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates throughout most of the year. Identification of a This is a repeat finding from the immediate previous audit, 2022-001. Repeat Finding Recommendation: We recommend that the Organization download and use the COC Program Rent Determination Worksheets for Leasing and Rental Assistance provided by HUD for each recipient. The leasing worksheet will determine the Non COC and leveraged portion of the rent if allowable. We recommend that the completed document be signed and dated by the preparer and the reviewer. Any subsequent changes or updates should be saved as a separate document. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-004 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization used rent calculation worksheets which had not been updated for the published utility rates for the area, or calculated based on HUD’s Utility Allowance Handbook. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: 20 cases from a total population of 39 were selected for testing. The utility rates were out of date on 2 of the worksheets. On 5 worksheets, the utility calculation was noted but the supporting worksheet was not included in the workbook presented for audit. The remaining files had updated utility information. Cause: The Organization did not update their records and calculation worksheets for the change in the published utility rates or self- calculate the rates based on the Utility Allowance Handbook at the beginning of the year. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates. The calculation of the correct tenant’s portion impacts the balance paid by the Organization and subsequently charged to the HUD grants. Identification of a This is a repeat finding from the immediate previous audit, 2022-002. Repeat Finding Recommendation: We recommend that written procedures addressing internal controls with respect to tracking changes in program requirements be implemented and that procedures to update any worksheets for the effect of those requirements be performed and verified to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-005 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization uses an electronic workbook to assist in the calculation of verified income, rent share of the participant, utility charges and allowances. Our testing of the workbooks found that several input errors were present but not detected and corrected in a reasonable time. There is no evidence of supervisory review in the document. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: Our review of the workbooks found: 10 of the 20 selected did not contain a date prepared or effective date. A 2-bedroom unit was entered as a 3-bedroom unit, the lease exceeded the Fair Market Rent An income calculation was not annualized properly, the income from all sources was understated by 25%. Cause: The Organization uses an excel workbook to track and calculate the information needed to determine rent and utility shares for the participants in the COC programs. The forms are not being completed properly. Information is omitted or entered in the incorrect section of the workbook. There is no evidence in the workbook that it is being verified by someone other than the preparer. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program. Recommendation: We recommend that written procedures addressing internal controls with respect to preparation of the workbooks be reviewed and should include that verification and approval procedures are evident to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-003 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization performed rent comparisons to the HUD fair market rent rates when determining if the rent was in excess of the allowable rents. If excess rent was calculated, the excess was used to determine the participants share. Criteria: Per 24 CFR Section 578.51(g), where grants are used to pay rent for individual housing units, the rent paid must be reasonable in relation to rents charged for comparable units taking into consideration relevant features. In addition, the portion of rents paid with the grant funds may not exceed HUD-determined fair market rents for the current year. Context: Of the 10 cases selected for testing using leasing funds, 3 tenant’s rents paid exceeded the published fair market rent allowed for 2023. Of the 10 cases selected for testing using rental assistance funds, 3 tenant’s rents paid exceeded the published fair market rates. The program operated using these calculations throughout the year. Prior to the close of the year, adjustments were made to correct the effect of the incorrect calculations. Cause: The Organization is properly calculating the excess rent charge, however under the leasing program, the excess must be paid from other than HUD leasing funds. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates throughout most of the year. Identification of a This is a repeat finding from the immediate previous audit, 2022-001. Repeat Finding Recommendation: We recommend that the Organization download and use the COC Program Rent Determination Worksheets for Leasing and Rental Assistance provided by HUD for each recipient. The leasing worksheet will determine the Non COC and leveraged portion of the rent if allowable. We recommend that the completed document be signed and dated by the preparer and the reviewer. Any subsequent changes or updates should be saved as a separate document. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-004 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization used rent calculation worksheets which had not been updated for the published utility rates for the area, or calculated based on HUD’s Utility Allowance Handbook. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: 20 cases from a total population of 39 were selected for testing. The utility rates were out of date on 2 of the worksheets. On 5 worksheets, the utility calculation was noted but the supporting worksheet was not included in the workbook presented for audit. The remaining files had updated utility information. Cause: The Organization did not update their records and calculation worksheets for the change in the published utility rates or self- calculate the rates based on the Utility Allowance Handbook at the beginning of the year. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates. The calculation of the correct tenant’s portion impacts the balance paid by the Organization and subsequently charged to the HUD grants. Identification of a This is a repeat finding from the immediate previous audit, 2022-002. Repeat Finding Recommendation: We recommend that written procedures addressing internal controls with respect to tracking changes in program requirements be implemented and that procedures to update any worksheets for the effect of those requirements be performed and verified to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-005 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization uses an electronic workbook to assist in the calculation of verified income, rent share of the participant, utility charges and allowances. Our testing of the workbooks found that several input errors were present but not detected and corrected in a reasonable time. There is no evidence of supervisory review in the document. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: Our review of the workbooks found: 10 of the 20 selected did not contain a date prepared or effective date. A 2-bedroom unit was entered as a 3-bedroom unit, the lease exceeded the Fair Market Rent An income calculation was not annualized properly, the income from all sources was understated by 25%. Cause: The Organization uses an excel workbook to track and calculate the information needed to determine rent and utility shares for the participants in the COC programs. The forms are not being completed properly. Information is omitted or entered in the incorrect section of the workbook. There is no evidence in the workbook that it is being verified by someone other than the preparer. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program. Recommendation: We recommend that written procedures addressing internal controls with respect to preparation of the workbooks be reviewed and should include that verification and approval procedures are evident to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-003 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization performed rent comparisons to the HUD fair market rent rates when determining if the rent was in excess of the allowable rents. If excess rent was calculated, the excess was used to determine the participants share. Criteria: Per 24 CFR Section 578.51(g), where grants are used to pay rent for individual housing units, the rent paid must be reasonable in relation to rents charged for comparable units taking into consideration relevant features. In addition, the portion of rents paid with the grant funds may not exceed HUD-determined fair market rents for the current year. Context: Of the 10 cases selected for testing using leasing funds, 3 tenant’s rents paid exceeded the published fair market rent allowed for 2023. Of the 10 cases selected for testing using rental assistance funds, 3 tenant’s rents paid exceeded the published fair market rates. The program operated using these calculations throughout the year. Prior to the close of the year, adjustments were made to correct the effect of the incorrect calculations. Cause: The Organization is properly calculating the excess rent charge, however under the leasing program, the excess must be paid from other than HUD leasing funds. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates throughout most of the year. Identification of a This is a repeat finding from the immediate previous audit, 2022-001. Repeat Finding Recommendation: We recommend that the Organization download and use the COC Program Rent Determination Worksheets for Leasing and Rental Assistance provided by HUD for each recipient. The leasing worksheet will determine the Non COC and leveraged portion of the rent if allowable. We recommend that the completed document be signed and dated by the preparer and the reviewer. Any subsequent changes or updates should be saved as a separate document. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-004 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization used rent calculation worksheets which had not been updated for the published utility rates for the area, or calculated based on HUD’s Utility Allowance Handbook. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: 20 cases from a total population of 39 were selected for testing. The utility rates were out of date on 2 of the worksheets. On 5 worksheets, the utility calculation was noted but the supporting worksheet was not included in the workbook presented for audit. The remaining files had updated utility information. Cause: The Organization did not update their records and calculation worksheets for the change in the published utility rates or self- calculate the rates based on the Utility Allowance Handbook at the beginning of the year. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates. The calculation of the correct tenant’s portion impacts the balance paid by the Organization and subsequently charged to the HUD grants. Identification of a This is a repeat finding from the immediate previous audit, 2022-002. Repeat Finding Recommendation: We recommend that written procedures addressing internal controls with respect to tracking changes in program requirements be implemented and that procedures to update any worksheets for the effect of those requirements be performed and verified to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-005 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization uses an electronic workbook to assist in the calculation of verified income, rent share of the participant, utility charges and allowances. Our testing of the workbooks found that several input errors were present but not detected and corrected in a reasonable time. There is no evidence of supervisory review in the document. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: Our review of the workbooks found: 10 of the 20 selected did not contain a date prepared or effective date. A 2-bedroom unit was entered as a 3-bedroom unit, the lease exceeded the Fair Market Rent An income calculation was not annualized properly, the income from all sources was understated by 25%. Cause: The Organization uses an excel workbook to track and calculate the information needed to determine rent and utility shares for the participants in the COC programs. The forms are not being completed properly. Information is omitted or entered in the incorrect section of the workbook. There is no evidence in the workbook that it is being verified by someone other than the preparer. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program. Recommendation: We recommend that written procedures addressing internal controls with respect to preparation of the workbooks be reviewed and should include that verification and approval procedures are evident to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-003 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization performed rent comparisons to the HUD fair market rent rates when determining if the rent was in excess of the allowable rents. If excess rent was calculated, the excess was used to determine the participants share. Criteria: Per 24 CFR Section 578.51(g), where grants are used to pay rent for individual housing units, the rent paid must be reasonable in relation to rents charged for comparable units taking into consideration relevant features. In addition, the portion of rents paid with the grant funds may not exceed HUD-determined fair market rents for the current year. Context: Of the 10 cases selected for testing using leasing funds, 3 tenant’s rents paid exceeded the published fair market rent allowed for 2023. Of the 10 cases selected for testing using rental assistance funds, 3 tenant’s rents paid exceeded the published fair market rates. The program operated using these calculations throughout the year. Prior to the close of the year, adjustments were made to correct the effect of the incorrect calculations. Cause: The Organization is properly calculating the excess rent charge, however under the leasing program, the excess must be paid from other than HUD leasing funds. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates throughout most of the year. Identification of a This is a repeat finding from the immediate previous audit, 2022-001. Repeat Finding Recommendation: We recommend that the Organization download and use the COC Program Rent Determination Worksheets for Leasing and Rental Assistance provided by HUD for each recipient. The leasing worksheet will determine the Non COC and leveraged portion of the rent if allowable. We recommend that the completed document be signed and dated by the preparer and the reviewer. Any subsequent changes or updates should be saved as a separate document. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-004 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization used rent calculation worksheets which had not been updated for the published utility rates for the area, or calculated based on HUD’s Utility Allowance Handbook. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: 20 cases from a total population of 39 were selected for testing. The utility rates were out of date on 2 of the worksheets. On 5 worksheets, the utility calculation was noted but the supporting worksheet was not included in the workbook presented for audit. The remaining files had updated utility information. Cause: The Organization did not update their records and calculation worksheets for the change in the published utility rates or self- calculate the rates based on the Utility Allowance Handbook at the beginning of the year. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates. The calculation of the correct tenant’s portion impacts the balance paid by the Organization and subsequently charged to the HUD grants. Identification of a This is a repeat finding from the immediate previous audit, 2022-002. Repeat Finding Recommendation: We recommend that written procedures addressing internal controls with respect to tracking changes in program requirements be implemented and that procedures to update any worksheets for the effect of those requirements be performed and verified to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-005 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization uses an electronic workbook to assist in the calculation of verified income, rent share of the participant, utility charges and allowances. Our testing of the workbooks found that several input errors were present but not detected and corrected in a reasonable time. There is no evidence of supervisory review in the document. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: Our review of the workbooks found: 10 of the 20 selected did not contain a date prepared or effective date. A 2-bedroom unit was entered as a 3-bedroom unit, the lease exceeded the Fair Market Rent An income calculation was not annualized properly, the income from all sources was understated by 25%. Cause: The Organization uses an excel workbook to track and calculate the information needed to determine rent and utility shares for the participants in the COC programs. The forms are not being completed properly. Information is omitted or entered in the incorrect section of the workbook. There is no evidence in the workbook that it is being verified by someone other than the preparer. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program. Recommendation: We recommend that written procedures addressing internal controls with respect to preparation of the workbooks be reviewed and should include that verification and approval procedures are evident to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-003 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization performed rent comparisons to the HUD fair market rent rates when determining if the rent was in excess of the allowable rents. If excess rent was calculated, the excess was used to determine the participants share. Criteria: Per 24 CFR Section 578.51(g), where grants are used to pay rent for individual housing units, the rent paid must be reasonable in relation to rents charged for comparable units taking into consideration relevant features. In addition, the portion of rents paid with the grant funds may not exceed HUD-determined fair market rents for the current year. Context: Of the 10 cases selected for testing using leasing funds, 3 tenant’s rents paid exceeded the published fair market rent allowed for 2023. Of the 10 cases selected for testing using rental assistance funds, 3 tenant’s rents paid exceeded the published fair market rates. The program operated using these calculations throughout the year. Prior to the close of the year, adjustments were made to correct the effect of the incorrect calculations. Cause: The Organization is properly calculating the excess rent charge, however under the leasing program, the excess must be paid from other than HUD leasing funds. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates throughout most of the year. Identification of a This is a repeat finding from the immediate previous audit, 2022-001. Repeat Finding Recommendation: We recommend that the Organization download and use the COC Program Rent Determination Worksheets for Leasing and Rental Assistance provided by HUD for each recipient. The leasing worksheet will determine the Non COC and leveraged portion of the rent if allowable. We recommend that the completed document be signed and dated by the preparer and the reviewer. Any subsequent changes or updates should be saved as a separate document. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-004 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization used rent calculation worksheets which had not been updated for the published utility rates for the area, or calculated based on HUD’s Utility Allowance Handbook. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: 20 cases from a total population of 39 were selected for testing. The utility rates were out of date on 2 of the worksheets. On 5 worksheets, the utility calculation was noted but the supporting worksheet was not included in the workbook presented for audit. The remaining files had updated utility information. Cause: The Organization did not update their records and calculation worksheets for the change in the published utility rates or self- calculate the rates based on the Utility Allowance Handbook at the beginning of the year. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates. The calculation of the correct tenant’s portion impacts the balance paid by the Organization and subsequently charged to the HUD grants. Identification of a This is a repeat finding from the immediate previous audit, 2022-002. Repeat Finding Recommendation: We recommend that written procedures addressing internal controls with respect to tracking changes in program requirements be implemented and that procedures to update any worksheets for the effect of those requirements be performed and verified to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-005 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization uses an electronic workbook to assist in the calculation of verified income, rent share of the participant, utility charges and allowances. Our testing of the workbooks found that several input errors were present but not detected and corrected in a reasonable time. There is no evidence of supervisory review in the document. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: Our review of the workbooks found: 10 of the 20 selected did not contain a date prepared or effective date. A 2-bedroom unit was entered as a 3-bedroom unit, the lease exceeded the Fair Market Rent An income calculation was not annualized properly, the income from all sources was understated by 25%. Cause: The Organization uses an excel workbook to track and calculate the information needed to determine rent and utility shares for the participants in the COC programs. The forms are not being completed properly. Information is omitted or entered in the incorrect section of the workbook. There is no evidence in the workbook that it is being verified by someone other than the preparer. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program. Recommendation: We recommend that written procedures addressing internal controls with respect to preparation of the workbooks be reviewed and should include that verification and approval procedures are evident to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-003 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization performed rent comparisons to the HUD fair market rent rates when determining if the rent was in excess of the allowable rents. If excess rent was calculated, the excess was used to determine the participants share. Criteria: Per 24 CFR Section 578.51(g), where grants are used to pay rent for individual housing units, the rent paid must be reasonable in relation to rents charged for comparable units taking into consideration relevant features. In addition, the portion of rents paid with the grant funds may not exceed HUD-determined fair market rents for the current year. Context: Of the 10 cases selected for testing using leasing funds, 3 tenant’s rents paid exceeded the published fair market rent allowed for 2023. Of the 10 cases selected for testing using rental assistance funds, 3 tenant’s rents paid exceeded the published fair market rates. The program operated using these calculations throughout the year. Prior to the close of the year, adjustments were made to correct the effect of the incorrect calculations. Cause: The Organization is properly calculating the excess rent charge, however under the leasing program, the excess must be paid from other than HUD leasing funds. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates throughout most of the year. Identification of a This is a repeat finding from the immediate previous audit, 2022-001. Repeat Finding Recommendation: We recommend that the Organization download and use the COC Program Rent Determination Worksheets for Leasing and Rental Assistance provided by HUD for each recipient. The leasing worksheet will determine the Non COC and leveraged portion of the rent if allowable. We recommend that the completed document be signed and dated by the preparer and the reviewer. Any subsequent changes or updates should be saved as a separate document. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-004 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization used rent calculation worksheets which had not been updated for the published utility rates for the area, or calculated based on HUD’s Utility Allowance Handbook. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: 20 cases from a total population of 39 were selected for testing. The utility rates were out of date on 2 of the worksheets. On 5 worksheets, the utility calculation was noted but the supporting worksheet was not included in the workbook presented for audit. The remaining files had updated utility information. Cause: The Organization did not update their records and calculation worksheets for the change in the published utility rates or self- calculate the rates based on the Utility Allowance Handbook at the beginning of the year. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates. The calculation of the correct tenant’s portion impacts the balance paid by the Organization and subsequently charged to the HUD grants. Identification of a This is a repeat finding from the immediate previous audit, 2022-002. Repeat Finding Recommendation: We recommend that written procedures addressing internal controls with respect to tracking changes in program requirements be implemented and that procedures to update any worksheets for the effect of those requirements be performed and verified to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-005 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization uses an electronic workbook to assist in the calculation of verified income, rent share of the participant, utility charges and allowances. Our testing of the workbooks found that several input errors were present but not detected and corrected in a reasonable time. There is no evidence of supervisory review in the document. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: Our review of the workbooks found: 10 of the 20 selected did not contain a date prepared or effective date. A 2-bedroom unit was entered as a 3-bedroom unit, the lease exceeded the Fair Market Rent An income calculation was not annualized properly, the income from all sources was understated by 25%. Cause: The Organization uses an excel workbook to track and calculate the information needed to determine rent and utility shares for the participants in the COC programs. The forms are not being completed properly. Information is omitted or entered in the incorrect section of the workbook. There is no evidence in the workbook that it is being verified by someone other than the preparer. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program. Recommendation: We recommend that written procedures addressing internal controls with respect to preparation of the workbooks be reviewed and should include that verification and approval procedures are evident to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-003 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization performed rent comparisons to the HUD fair market rent rates when determining if the rent was in excess of the allowable rents. If excess rent was calculated, the excess was used to determine the participants share. Criteria: Per 24 CFR Section 578.51(g), where grants are used to pay rent for individual housing units, the rent paid must be reasonable in relation to rents charged for comparable units taking into consideration relevant features. In addition, the portion of rents paid with the grant funds may not exceed HUD-determined fair market rents for the current year. Context: Of the 10 cases selected for testing using leasing funds, 3 tenant’s rents paid exceeded the published fair market rent allowed for 2023. Of the 10 cases selected for testing using rental assistance funds, 3 tenant’s rents paid exceeded the published fair market rates. The program operated using these calculations throughout the year. Prior to the close of the year, adjustments were made to correct the effect of the incorrect calculations. Cause: The Organization is properly calculating the excess rent charge, however under the leasing program, the excess must be paid from other than HUD leasing funds. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates throughout most of the year. Identification of a This is a repeat finding from the immediate previous audit, 2022-001. Repeat Finding Recommendation: We recommend that the Organization download and use the COC Program Rent Determination Worksheets for Leasing and Rental Assistance provided by HUD for each recipient. The leasing worksheet will determine the Non COC and leveraged portion of the rent if allowable. We recommend that the completed document be signed and dated by the preparer and the reviewer. Any subsequent changes or updates should be saved as a separate document. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-004 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization used rent calculation worksheets which had not been updated for the published utility rates for the area, or calculated based on HUD’s Utility Allowance Handbook. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: 20 cases from a total population of 39 were selected for testing. The utility rates were out of date on 2 of the worksheets. On 5 worksheets, the utility calculation was noted but the supporting worksheet was not included in the workbook presented for audit. The remaining files had updated utility information. Cause: The Organization did not update their records and calculation worksheets for the change in the published utility rates or self- calculate the rates based on the Utility Allowance Handbook at the beginning of the year. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program with respect to Special Test Requirements for Reasonable Rental Rates. The calculation of the correct tenant’s portion impacts the balance paid by the Organization and subsequently charged to the HUD grants. Identification of a This is a repeat finding from the immediate previous audit, 2022-002. Repeat Finding Recommendation: We recommend that written procedures addressing internal controls with respect to tracking changes in program requirements be implemented and that procedures to update any worksheets for the effect of those requirements be performed and verified to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.
2023-005 Compliance and Significant Deficiency in Internal Control over compliance with Special Tests and Provisions U.S. Department of Housing and Urban Development Direct Program Program Name: Continuum of Care AL#: 14.267 Condition: The Organization uses an electronic workbook to assist in the calculation of verified income, rent share of the participant, utility charges and allowances. Our testing of the workbooks found that several input errors were present but not detected and corrected in a reasonable time. There is no evidence of supervisory review in the document. Criteria: Per 24 CFR Section 578.77, the share of rent allowed to be charged to the tenant takes into consideration household income, size of the family and a credit for utilities included in the lease. Context: Our review of the workbooks found: 10 of the 20 selected did not contain a date prepared or effective date. A 2-bedroom unit was entered as a 3-bedroom unit, the lease exceeded the Fair Market Rent An income calculation was not annualized properly, the income from all sources was understated by 25%. Cause: The Organization uses an excel workbook to track and calculate the information needed to determine rent and utility shares for the participants in the COC programs. The forms are not being completed properly. Information is omitted or entered in the incorrect section of the workbook. There is no evidence in the workbook that it is being verified by someone other than the preparer. Effect: The Organization is not in compliance with the requirements of the Continuum of Care program. Recommendation: We recommend that written procedures addressing internal controls with respect to preparation of the workbooks be reviewed and should include that verification and approval procedures are evident to ensure that the Organization is in compliance at all times. View of Responsible Officials: Mental Health Association in Orange County Inc.’s (MHA) management concurs with this finding. The Organization is in the process of implementing procedures to ensure that compliance is maintained in the future. Please refer to the corrective action plan on pages 15 - 16.