Finding 1168388 (2024-001)

Material Weakness Repeat Finding
Requirement
E
Questioned Costs
-
Year
2024
Accepted
2026-01-08
Audit: 380207
Organization: Casa (NC)

AI Summary

  • Core Issue: Tenant income recertifications were not conducted properly, leading to multiple compliance failures with HOME program requirements.
  • Impacted Requirements: Violations include annual recertification (24 CFR §92.203), income verification (24 CFR §92.203(d)), utility allowance documentation (24 CFR §92.252), and leasing requirements (24 CFR §92.253).
  • Recommended Follow-Up: Implement tracking procedures for recertification dates, use checklists for documentation, conduct internal audits, and assess staffing in the leasing department.

Finding Text

Finding 2024-001: U.S. Department of Housing and Urban Development, HOME Investments Partnerships Program Statement of Condition: During the fiscal year ended June 30, 2024, required annual tenant income recertifications were not properly conducted. A review of 22 tenant files revealed multiple instances of noncompliance with HOME program requirements related to tenant eligibility, income verification, utility allowance calculations, and lease documentation. Specifically: 1) 9 tenants in the program were not recertified during the fiscal year, violating the requirement under 24 CFR §92.203 requiring a tenant's income to be recertified at least annually. 2) 4 tenants in the program were not timely recertified prior to the effective date of thei lease, potentially resulting in ineligible assistance periods. 3) 3 of the tenant's files did not contain documentation supporting the tenant's income, or the documentation provided did not agree with the completed Tenant Income Certification (TIC), violating income verification standards under 24 CFR §92.203(d). 4) 5 of the tenant's files did not contain documentation supporting the tenant's utility allowance, or the documentation provided did not agree with the completed Tenant Income Certification (TIC), which is required to ensure accurate rent determinations under 24 CFR §92.252. 5) 3 of the tenant's files did not contain the HOME lease addendum, violating leasing requirements under 24 CFR §92.253. 6) 2 of the tenant's files did not contain documentation supporting the tenant's disability or homelessness status upon entry to the program, which is required by the HOME loan or grant agreement for the unit the tenant has leased. 7) 2 of the tenant's files did not contain background checks prior to entry into the program, which is required by the HOME loan or grant agreement for the unit the tenant has leased. Criteria: The HOME program requires participates to ensure that tenant eligibility is properly documented and maintain, specifically as it relates to income determinations and annual recertifications (24 CFR §92.203), rent limitations and utility allowances (24 CFR §92.252), and tenant protections and leasing requirements (24 CFR §92.253). Cause: The deficiencies stem from high employee turnover in the leasing department, inadequate file management, and lack of internal control in tracking tenants' annual recertification dates to ensure timely completion of the recertification. Effect: Failure to timely recertify tenants' income on an annual basis and maintain complete and accurate documentation as required under the HOME program requirements may result in leasing units to ineligible tenants, miscalculation of rents, and noncompliance with federal regulations. Context: The population size is 155 units, which were constructed using funds from the HOME program. Questioned costs: $0 Recommendation: Management should implement procedures to track tenant's annual recertification dates to ensure timely recertification; utilize checklists to ensure all required documentation, including income verification, disability and homelessness statuses, utility allowance calculations, background checks, and HOME lease addendums are properly maintained; conduct periodic internal audits of tenant's files; and evaluate staffing capacity of the leasing department. Management's Response and Corrective Action Plan: Management agrees with the recommendation and has already adjusted procedures to track annual recertification dates, supported by checklists to ensure all required documentation is complete and accurate. Periodic internal audits of tenant files will be conducted to maintain compliance. Additionally, a newly hired Senior Director of Operations will have total oversight of this process to ensure all recommendations are followed. Leasing staff continue to complete training to develop their knowledge and abilities.

Corrective Action Plan

CASA 624 W Jones St. Raleigh, North Carolina 27603 CORRECTIVE ACTION PLAN December 9, 2025 Single Audit Clearinghouse 1201 East 10th Street Jeffersonville, Indiana 47132 CASA (the "Organization"), respectfully submits the following Corrective Action Plan for the year ended June 30, 2024. Bernard Robinson & Company, L.L.P. 1501 Highwoods Blvd., Suite 300 Greensboro, North Carolina 27410 Audit period: Year ended June 30, 2024 The findings from the June 30, 2024 Schedule of Findings and Questioned Costs are discussed below. The findings are numbered consistently with the numbers assigned in the schedule. Findings and Questioned Costs: Section II - Findings relating to the financial statements which are required to be reported in accordance with generally accepted Government Auditing Standards and Section III - Findings and questioned costs relating to the major programs which are required to be reported as defined by the Uniform Guidance [2 CFR 200.516(a)]: Finding 2024-001: U.S. Department of Housing and Urban Development, HOME Investments Partnerships Program Recommendation: Management should implement procedures to track tenant's annual recertification dates to ensure timely recertification; utilize checklists to ensure all required documentation, including income verification, disability and homelessness statuses, utility allowance calculations, background checks, and HOME lease addendums are properly maintained; conduct periodic internal audits of tenant's files; and evaluate staffing capacity of the leasing department. Management's Response and Corrective Action Plan: Management agrees with the recommendation and has already adjusted procedures to track annual recertification dates, supported by checklists to ensure all required documentation is complete and accurate. Periodic internal audits of tenant files will be conducted to maintain compliance. Additionally, a newly hired Senior Director of Operations will have total oversight of this process to ensure all recommendations are followed. Leasing staff continue to complete training to develop their knowledge and abilities. If you have questions regarding this plan, please call Everett McElveen at 919-754-9960. Sincerely yours, Everett McElveen CASA

Categories

Eligibility Internal Control / Segregation of Duties Reporting Matching / Level of Effort / Earmarking

Other Findings in this Audit

  • 1168378 2024-001
    Material Weakness Repeat
  • 1168379 2024-002
    Material Weakness Repeat
  • 1168380 2024-003
    Material Weakness Repeat
  • 1168381 2024-004
    Material Weakness Repeat
  • 1168382 2024-001
    Material Weakness Repeat
  • 1168383 2024-002
    Material Weakness Repeat
  • 1168384 2024-001
    Material Weakness Repeat
  • 1168385 2024-002
    Material Weakness Repeat
  • 1168386 2024-001
    Material Weakness Repeat
  • 1168387 2024-002
    Material Weakness Repeat
  • 1168389 2024-002
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
14.235 SUPPORTIVE HOUSING PROGRAM $1.88M
14.239 HOME INVESTMENT PARTNERSHIPS PROGRAM $1.57M
14.251 ECONOMIC DEVELOPMENT INITIATIVE, COMMUNITY PROJECT FUNDING, AND MISCELLANEOUS GRANTS $1.38M
14.218 COMMUNITY DEVELOPMENT BLOCK GRANTS/ENTITLEMENT GRANTS $464,805
14.267 CONTINUUM OF CARE PROGRAM $189,145