Finding 1208440 (2025-001)

Material Weakness Repeat Finding
Requirement
N
Questioned Costs
-
Year
2025
Accepted
2026-04-22

AI Summary

  • Core Issue: The Organization lacks adequate fidelity bond coverage as required by HUD guidelines.
  • Impacted Requirements: HUD mandates that fidelity bonding must cover at least two months of gross potential collections.
  • Recommended Follow-Up: Management should update policies to ensure sufficient coverage and bring the Project back into compliance.

Finding Text

Federal Agency: U.S. Department of Housing and Urban Development Federal Program Name: HUD Section 232 Mortgage Insurance for Nursing Homes Assistance Listing Number: 14.129 Award Period: January 1, 2025 through December 31, 2025 Type of Finding: • Significant Deficiency in Internal Control over Compliance • Compliance Criteria or specific requirement: HUD guidelines require that the Management Agent carries adequate fidelity bond coverage as required by the HUD Handbook 4381.5. Condition: During our testing, we noted the Organization did not have adequate fidelity bond coverage. Questioned costs: None Context: The Organization is required to maintain fidelity bonding coverage amounting to at least two months of gross potential collections. Cause: An increase in revenue during the period under audit led to the fidelity bonding coverage amount to become no longer sufficient. Effect: There were no negative effects on the Organization. Repeat Finding: No Recommendation: We recommend that management update its policies and procedures on monitoring policy coverage to ensure that coverage is adequate to cover collections. The auditor also recommends that management update its fidelity policy to bring the Project back into compliance.. Views of responsible officials: There is no disagreement with the audit finding.

Corrective Action Plan

Section 223 Mortgage Insurance Nursing Homes, Intermediate Care Facilities, Board and Care Homes and Assisted Living Facilities – Assistance Listing No. 14.157 Recommendation: The auditor recommends that management update its policies and procedures on monitoring policy coverage to ensure that coverage is adequate to cover collections. The auditor also recommends that management update its fidelity policy to bring the Project back into compliance.. Explanation of disagreement with audit finding: There is no disagreement with the audit finding. Action taken in response to finding: (1) Management will include an updated policy concerning annual re-verification of its fidelity policy such that the policy limits will exceed HUDs ongoing requirements for coverage. (2) Management will immediately increase limits from the previous limits ($3.5M) to a new higher limit ($5M) that will be well in excess of HUDs current requirements. Name(s) of the contact person(s) responsible for corrective action: Paul Kemp Planned completion date for corrective action plan: March 31, 2026

Categories

HUD Housing Programs

Programs in Audit

ALN Program Name Expenditures
14.129 MORTGAGE INSURANCE NURSING HOMES, INTERMEDIATE CARE FACILITIES, BOARD AND CARE HOMES AND ASSISTED LIVING FACILITIES $19.15M