Finding 1154180 (2024-006)

Material Weakness Repeat Finding
Requirement
N
Questioned Costs
-
Year
2024
Accepted
2025-09-23

AI Summary

  • Core Issue: Management failed to refund security deposits or provide itemized lists to 2 out of 7 tenants within the required 30 days after move-out.
  • Impacted Requirements: This noncompliance violates HUD Handbook 4350.3, which mandates timely refunds or notifications regarding tenant deposits.
  • Recommended Follow-Up: Management should revise policies to ensure compliance with the 30-day refund requirement and enhance monitoring procedures.

Finding Text

Finding No. 2024-006 – Special Tests and Provisions U.S. Department of Housing and Urban Development Federal Program Name: Section 202 Supportive Housing for the Elderly Assistance Listing Number: 14.157 Criteria: In accordance with HUD Handbook 4350.3, Occupancy Requirements of Subsidized Multifamily Housing Programs, within 30 days after the move-out date (or shorter time if required by state and/or local laws), management must either: refund the full security deposit plus accrued interest to a tenant that does not owe any amounts under the lease; or provide the tenant with an itemized list of any unpaid rent, damages to the unit, and an estimated cost for repair, along with a statement of the tenant’s rights under state and local laws. Condition: In connection with the procedures applied to a sample of 7 tenants that moved out of the project during the year, we noted 2 instances where management failed to refund the tenant security deposit and/or provide the tenant with an itemized list of charges deducted from the deposit within thirty days after the move-out date. Cause: Management did not have procedures in place regarding timely refunding of tenant security deposits which require refunds or notice to occur within the 30-day requirement established by HUD. Effect or Potential Effect: Management failed to comply with the HUD occupancy requirement to timely refund the tenant security deposits or to provide the tenant with a list of charges. Questioned Costs: None Context: Management did not have monitoring procedures in place to ensure timely refunding of tenant security deposits to the tenant or to their estate. Identification as a Repeat Finding: No Recommendation: Management should change its policies and procedures related to refunding of tenant security deposits to comply with the thirty-day timeline required by HUD regulations. Auditor Noncompliance Code: M – Security Deposits Finding Resolution Status: In process Views of Responsible Officials: Management will review the processes and procedures with site personnel to strengthen controls over the refunding of tenant security deposits.

Corrective Action Plan

Finding 2024-006 Comments on the Finding and Each Recommendation We agree two tenants were not reimbursed their security deposits timely. This is due in part to staffing issues onsite as well as not having an address to forward the security deposits to upon the former tenant’s demise. Action(s) Taken or Planned on the Finding Management will review the processes and procedures with site personnel to strengthen controls over the refund of tenant security deposits. If we are late due to missing appropriate forwarding addresses, we will add documentation in the tenant files of those efforts to support our compliance with HUD procedures.

Categories

HUD Housing Programs Special Tests & Provisions Subrecipient Monitoring

Other Findings in this Audit

  • 1154173 2024-003
    Material Weakness Repeat
  • 1154174 2024-004
    Material Weakness Repeat
  • 1154175 2024-005
    Material Weakness Repeat
  • 1154176 2024-006
    Material Weakness Repeat
  • 1154177 2024-003
    Material Weakness Repeat
  • 1154178 2024-004
    Material Weakness Repeat
  • 1154179 2024-005
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
14.157 Supportive Housing for the Elderly $3.59M