Finding 1175222 (2025-001)

Material Weakness Repeat Finding
Requirement
B
Questioned Costs
-
Year
2025
Accepted
2026-02-24
Audit: 388916
Organization: Casa Santa Maria (CA)

AI Summary

  • Core Issue: The Project exceeded the allowed property management fees as per HUD guidelines.
  • Impacted Requirements: Fees must not surpass 4.15% of income or $81.21 per unit per month without prior HUD approval.
  • Recommended Follow-Up: Management should ensure reimbursement for the overpayment and maintain updated procedures for compliance.

Finding Text

Statement of Condition – The Project paid property management fees exceeding the limit per Form HUD-9839-B, which is defined as the lesser of 4.15% of residential and miscellaneous income collected or $81.21 per unit per month. Criteria – HUD Handbook 4381.5, REV-2 and the executed Form HUD-9839-B stipulate that management fees must not exceed the amount approved by HUD. Any deviation requires prior written approval from HUD. Effect – The Project is not in compliance with HUD regulations. Cause – The Project paid the property management fee based on 4.15% of residential and miscellaneous income without consideration of the $81.21 per unit per month limitation. Amount – $8,915 Recommendation – Management should reimburse the Project for the overpayment of property management fees. Management’s Response – Management acknowledges the error and agrees to the amount owed for the overpayment of property management fees and have updated their procedures to ensure future compliance. The Project was reimbursed for the overpayment as of the independent auditor’s report date.

Corrective Action Plan

Management’s Response – Management acknowledges the error and agrees to the amount owed for the overpayment of property management fees and have updated their procedures to ensure future compliance. The Project was reimbursed for the overpayment as of the independent auditor’s report date.

Categories

HUD Housing Programs

Other Findings in this Audit

  • 1175221 2025-001
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
14.155 MORTGAGE INSURANCE FOR THE PURCHASE OR REFINANCING OF EXISTING MULTIFAMILY HOUSING PROJECTS $8.39M
14.195 PROJECT-BASED RENTAL ASSISTANCE (PBRA) $2.10M