Finding 1172398 (2024-001)

Material Weakness Repeat Finding
Requirement
N
Questioned Costs
-
Year
2024
Accepted
2026-02-04
Audit: 385457
Organization: South Seven Senior Village (WA)

AI Summary

  • Core Issue: Noncompliance with HUD requirements for restricted reserve accounts, including unauthorized withdrawals and missed deposits.
  • Impacted Requirements: HUD Handbook 4350.1 REV-1 and 24 CFR section 891.605 mandate prior written approval for withdrawals and monthly deposits to reserve accounts.
  • Recommended Follow-Up: Management should resolve unapproved withdrawals with HUD, make missed deposits, and enhance internal controls and staff training for compliance.

Finding Text

2024-001 NonCompliance with HUD Requirements for Restricted Reserve Accounts - Significant Deficiency Criteria for Specific Requirements: According to HUD Handbook 4350.1 REV-1 and 24 CFR section 891.605, withdrawals from the Residual Receipts Account require prior written approval from HUD, and no funds may be withdrawn without such authorization. Similarly, the Replacement Reserve Account must receive monthly deposits in the HUD- approved amount, and any withdrawals also require prior HUD approval. All funds in the Replacement Reserve Account must be maintained in a separate account and used solely for HUD-approved capital replacements. Condition: During the course of our engagement, we identified the following instances of noncompliance with HUD requirements: A withdrawal of $3,849 was made from the Residual Receipts account without HUD approval, reducing the account balance to near zero at year-end. Withdrawals of $29,312 and $57,842 were made from the Replacement Reserve account without HUD approval. Required monthly deposits of $575 were not made to the Replacement Reserve account for October–December 2024, and no HUD waiver was obtained. Questioned Cost: There were no questioned costs associated with the condition identified. Cause: Management explained that due to staff turnover, they were not aware of HUD’s approval and deposit requirements. Effect: Restricted reserve accounts were not maintained in accordance with HUD requirements, which may result in HUD questioning or disallowing the withdrawals and deposits. This also reflects a weakness in internal controls over compliance with HUD regulations. Auditor's Recommendation: We recommend that management work with HUD to obtain approval or resolution for the unapproved withdrawals, deposit the missed Replacement Reserve amounts, and establish recurring transfers to ensure compliance going forward. In addition, management should strengthen internal controls and provide staff training so that HUD approval is obtained before withdrawals and deposits are made in a timely manner.

Corrective Action Plan

Management Response: To ensure ongoing compliance with HUD guidelines and regulations, Olycap has implemented automatic and recurring monthly transfers of $575.17 from the South 7 operating account to the Replacement Reserves account, in accordance with HUD requirements. This measure is designed to prevent missing deposits and maintain financial integrity. Regarding prior withdrawals, these were discussed with Olycap’s HUD representative, who verbally acknowledged and approved the expenditures post-factum. The withdrawals were made to fund critical repairs, including sidewalk restoration and roof replacements across the property. Moving forward, Olycap will obtain formal HUD approval prior to initiating any future Reserve account withdrawals. Additionally, Olycap has reinforced its internal control framework and conducted targeted training for new personnel to support compliance and operational consistency. Anticipated Completion Date: Ongoing and complete. Responsible officials: Karen Bondurant Holly Morgan

Categories

HUD Housing Programs

Other Findings in this Audit

  • 1172397 2024-001
    Material Weakness Repeat
  • 1172399 2024-002
    Material Weakness Repeat
  • 1172400 2024-002
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
14.239 HOME INVESTMENT PARTNERSHIPS PROGRAM $748,754
14.157 SUPPORTIVE HOUSING FOR THE ELDERLY $60,448