Finding 1057841 (2022-002)

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Requirement
AB
Questioned Costs
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Year
2022
Accepted
2024-08-19
Audit: 317425
Organization: Town of Apple Valley (CA)

AI Summary

  • Core Issue: The Town received $6.4 million in grant funding but claimed an amount significantly exceeding eligible arrearages, leading to potential misuse of funds.
  • Impacted Requirements: Grant Guidelines mandate accurate documentation of arrearages and require local governments to credit customer accounts within 60 days and return unused funds within 6 months.
  • Recommended Follow-Up: Conduct a thorough review of customer accounts to ensure proper crediting and compliance with grant requirements, and assess the need to return excess funds to the State Water Resources Control Board.

Finding Text

The Town applied for approximately $6.4 million in a California Water and Wastewater Arrearages Payment Program Grant (Grant) from the State Water Resources Control Board, which was received in May 2022. The funding source for this Grant is the American Rescue Plan Act. The Grant Guidelines state that wastewater treatment providers and billing entities that accrued residential and commercial customer arrearages during the COVID-19 pandemic bill relief period (March 4, 2020 through June 15, 2021) are eligible for funding under the Grant. The Guidelines also state that wastewater treatment providers and wastewater billing entities must provide documentation from accounting or billing systems verifying the reported arrearages as part of the application. The authorized representative, or its designee, must attest to the accuracy of the application material and the reported arrearages based on the wastewater treatment provider's or wastewater billing entity's documentation or the methodology used by the State Water Board if supporting documentation is unavailable. In summary, the purpose of the Grant was to help local governments that had incurred losses due to customers who were delinquent on paying water and sewer fees during the above period. Once the Grant was received, local governments were to credit the customer accounts within 60 days, using the Grant funds. In addition, the Grant required local governments to remit all unused moneys back to the State Water Resources Control Board within 6 months of receiving the funds. After reviewing the Grant Guidelines, we noted during our audit that the amount requested by the Town represented approximately one year’s worth of revenue in the Sewer Fund. Since the period mentioned above only covered about 15 months, and the amount claimed appeared excessive, we questioned the Town’s Finance staff about it. The Town’s Finance staff researched the situation, and it became apparent the amount received was significantly in excess of the amount that should have been claimed based on the Grant requirements. However, based on our discussions and the Town’s research, during the 2022-23 fiscal year, a substantial portion of the $6.4 million grant was credited to ineligible customer accounts (no arrearages during the above period), and the Town didn’t collect the Sewer fees they normally would have. Therefore, approximately $6.2 million of the grant received is reported as Due to Other Governments in the Sewer Fund and $187,494 in the General Fund as of June 30, 2022.

Categories

Eligibility

Other Findings in this Audit

Programs in Audit

ALN Program Name Expenditures
21.027 Coronavirus State and Local Fiscal Recovery Funds $5.99M
20.205 Highway Planning and Construction $625,744
14.239 Home Investment Partnerships Program $498,083
14.218 Community Development Block Grants/entitlement Grants $272,168
97.067 Homeland Security Grant Program $25,269
97.042 Emergency Management Performance Grants $7,303