Finding 1156444 (2024-002)

Material Weakness Repeat Finding
Requirement
N
Questioned Costs
-
Year
2024
Accepted
2025-09-29
Audit: 368721
Organization: Juliette Corporation (MA)
Auditor: Cohnreznick LLP

AI Summary

  • Core Issue: The Projects failed to make required monthly deposits to the replacement reserves, totaling $96,360, leading to underfunding.
  • Impacted Requirements: Monthly deposits of $144,539 were mandated by HUD regulations, but only $48,179 were deposited, violating regulatory agreements.
  • Recommended Follow-Up: Management should improve internal controls for monitoring replacement reserve deposits to ensure compliance moving forward.

Finding Text

Finding 2024-002 - Material Weakness - Special Tests and Provisions Delinquent deposits to the replacement reserve Name of Federal Agency: U.S. Department of Housing and Urban Development Federal Program Name: Section 8 Housing Choice Vouchers Assistance Listing Number: 14.871 Criteria In accordance with the HUD regulatory agreements, the Projects are required to make monthly deposits to its replacement reserves. Condition During the year ended June 30, 2024, the Projects did not make the required monthly deposits to the replacement reserves in the amount of $96,360. The Projects were required to make monthly deposits to the reserves in the amount of $144,539 and only $48,179 was deposited during the year ended June 30, 2024. Cause Management's internal controls over monitoring of the replacement reserves did not function consistently throughout the year ended June 30, 2024. Effect or Potential Effect Failure to make monthly payments resulted in an underfunding of the replacement reserve and a violation of the regulatory agreements. Questioned Costs Not applicable. Context Of the 12 monthly deposits that are required, management provided support for 3 monthly deposits. Identification as a Repeat Finding This is not a repeat finding from 2023. Recommendation Management should establish or undertake a review of internal controls over monitoring of the replacement reserve requirements to ensure deposits are made as required. Views of Responsible Officials Management acknowledges that certain internal controls did not operate effectively during the year ended June 30, 2024. This is attributed to an unusually high level of staff turnover within the finance team during the year. We have since supplemented our team with new senior leadership and experienced resources to ensure the replacement reserve is properly funded. The replacement reserve underfunded balances have been deposited subsequent to year end.

Corrective Action Plan

Finding 2024-002 - delinquent deposits to the replacement reserve a. Issue: During the year ended June 30, 2024, the Projects did not make the required monthly deposits to the replacement reserves in the amount of $96,360. The Projects were required to make monthly deposits to the reserves in the amount of $144,539 and only $48,179 was deposited during the year ended June 30, 2024. b. Recommendation: Management should establish or undertake a review of internal controls over monitoring of the replacement reserve requirements to ensure deposits are made as required. c. Action taken: The delinquent deposits of $96,360 were made to the replacement reserves subsequent to year end. In addition, a tracking spreadsheet has been re-implemented which lists the monthly amounts required to be transferred to the reserves and has a column for staff to input the date that the transfers were made. This spreadsheet is now reviewed on a weekly basis by both the Senior Cash Management Accountant and the Assistant Controller as part of the weekly check run to ensure that the monthly transfers to the reserves are made early in the month prior to paying other liabilities.

Categories

HUD Housing Programs Special Tests & Provisions

Other Findings in this Audit

  • 1156445 2024-003
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
14.871 Section 8 Housing Choice Vouchers $786,778
14.157 Supportive Housing for the Elderly $62,887