Finding 1162126 (2024-004)

Material Weakness Repeat Finding
Requirement
N
Questioned Costs
-
Year
2024
Accepted
2025-11-07

AI Summary

  • Core Issue: The Authority failed to provide a required HUD Form 51999 for one financial institution, risking noncompliance with federal fund handling regulations.
  • Impacted Requirements: Lack of a fully executed depository agreement and under-collateralization of $118,795 at year-end violate HUD regulations.
  • Recommended Follow-Up: Strengthen internal controls to ensure all depository agreements are executed and maintained; conduct periodic reviews for compliance and collateral adequacy.

Finding Text

2024-004 ALN 14.850 – Public Housing Operating Fund – Special Tests and Provisions - Depository Agreements Condition and Criteria: Per HUD regulations and the Annual Contributions Contract (ACC), PHAs must execute and maintain a fully executed HUD Form 51999 with each depository in which federal funds are held. This agreement outlines the responsibilities of the financial institution and ensures that federal funds are protected in accordance with HUD requirements. In addition, these deposits in excess of $250,000 must be adequality collateralized at year end in order to be in compliance with HUD regulations. During our testing of special tests and provisions related to depository agreements for the Public Housing Operating Fund program, the Authority was unable to provide documentation of an executed HUD Form 51999 – General Depository Agreement – for one of its financial institutions during the audit period. This form is required to be on file to ensure compliance with HUD regulations governing the custody and handling of federal funds. The Authority's deposits in this institution were also under collateralized by $118,795 at year end. Amount of Questioned Costs: None. Context: During our testing of depository agreement compliance requirements, it was noted that the Authority was unable to provide evidence of a General Depository Agreement in place with Wells Fargo bank during the audit period. It was also noted that the Authority's deposits in this institution were under collateralized by $118,795 at year end. Cause: The absence of an executed agreement appears to be due to a lapse in internal control and recordkeeping procedures related to required HUD documentation. The shortfall in collateralization appears to be the result of internal control deficiencies related to monitoring activities. Effect: Without a properly executed HUD Form 51999, there is an increased risk that federal funds are not adequately protected or handled in accordance with HUD regulations. Without adequate collateralization of Federal funding, there is an increased custodial credit risk. It also represents noncompliance with special tests and provisions requirements under the Public Housing Operating Fund program. Auditor’s Recommendation: We recommend that the Authority strengthen its internal controls to ensure all required HUD depository agreements are fully executed and maintained on file for all institutions holding program funds. A periodic compliance review should be conducted to confirm that all depository agreements are current and properly executed, and that adequate collateralization of the Authority's deposits exists at year end. It should be noted that the Authority is in the process of executing a new depository agreement with this institution to be in compliance going forward. Grantee Response: Management acknowledges the finding and will follow the auditor’s recommendation.

Corrective Action Plan

2024-004 – ALN 14.850 – Public Housing Operating Fund – Special Tests and Provisions – Depository Agreements Planned Corrective Action: The Executive Director acknowledges the finding and is following the auditor’s recommendation as presented in the Audit Report. Person Responsible for Correction of Finding: Sandra Perry, Executive Director Anticipated Completion Date: June 30, 2025

Categories

HUD Housing Programs Special Tests & Provisions

Other Findings in this Audit

  • 1162125 2024-003
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
14.850 PUBLIC HOUSING OPERATING FUND $1.16M
14.872 PUBLIC HOUSING CAPITAL FUND $273,963