Finding 1217301 (2025-003)

Material Weakness Repeat Finding
Requirement
E
Questioned Costs
-
Year
2025
Accepted
2026-06-10

AI Summary

  • Core Issue: Significant deficiencies in internal controls over tenant income verification and rent calculations were identified, leading to inaccurate subsidy amounts.
  • Impacted Requirements: Compliance with HUD regulations regarding tenant income verification and rent calculation processes was not met, resulting in potential overpayments or underpayments.
  • Recommended Follow-Up: Strengthen internal controls, enhance staff training on HUD requirements, and implement better supervisory reviews to prevent future errors.

Finding Text

Public Housing Eligibility Federal Agency: U.S. Department of Housing and Urban Development Federal Program Title: Low Rent Public Housing Assistance Listing Numbers: 14.850 Federal Award Identification Number and Year: FL080; 2025 Award Period: October 1, 2024 to September 30, 2025 Type of Finding: Significant Deficiency in Internal Control Over Compliance, Noncompliance (Other Matters) Criteria or Specific Requirement: Most PHAs devise their own application forms that are filled out by the PHA staff during an interview with the tenant. The head of household signs (a) a certification that the information provided to the PHA is correct; (b) one or more release forms to allow the PHA to get information from third parties; (c) a federally prescribed general release form for employment information; and (d) a privacy notice. Under some circumstances, other members of the family may be required to sign these forms (24 CFR sections 5.212, 5.230, and 5.601 through 5.615). The PHA must do the following: (1) As a condition of admission or continued occupancy, require the tenant and other family members to provide necessary information, documentation, and releases for the PHA to verify income eligibility (24 CFR sections 5.230, 5.609, and 960.259). (2) For both family income examinations and reexaminations, obtain and document in the family file third party verification of (a) reported family annual income, (b) the value of assets, (c) expenses related to deductions from annual income, and (d) other factors that affect the determination of adjusted income or income-based rent (24 CFR section 960.259). (3) Determine income eligibility and calculate the tenant’s rent payment using the documentation from third party verification in accordance with 24 CFR Part 5, Subpart F (24 CFR sections 5.601 et seq., and 24 CFR sections 960.253, 960.255, and 960.259). (4) Select tenants from the public housing waiting list (see III.N.2, “Special Tests and Provisions – Public Housing Waiting List”) (24 CFR sections 960.206 and 960.208). (5) Reexamine family income and composition at least once every 12 months and adjust the tenant rent and housing assistance payment as necessary using the documentation from third party verification (24 CFR sections 960.253, 960.257, and 960.259). Condition: During testing of 10 tenant files, eligibility related exceptions were identified in 2 files. • In 1 instance, tenant income was improperly excluded, resulting in an inaccurate rent/subsidy calculation. • In 1 instance, tenant income was improperly calculated, resulting in an inaccurate rent/subsidy calculation. Questioned Costs: $2,047 Context: Out of 10 tenant files tested, 2 tenant files contained errors as noted above. Cause: The Authority had inadequate controls over the income verification and calculation processes, including insufficient review procedures to ensure all income sources are properly identified, evaluated, and included in rent calculations. Effect: These deficiencies increase the risk that tenant rent and subsidy amounts are not calculated in accordance with HUD requirements, potentially resulting in: • Overpayments or underpayments of subsidy, • Incorrect tenant rent charges, and • Noncompliance with HUD regulations, which may lead to questioned costs. Repeat Finding: This is a repeat finding from previous years. The finding numbers were 2023-006 and 2024-006. Recommendation: We recommend the Authority strengthen internal controls over income determination and rent calculation by: • Enhancing procedures to ensure all sources of tenant income are properly identified, verified, and included in calculations • Providing additional training to staff on HUD income determination and rent calculation requirements • Implementing or strengthening supervisory review controls to detect and correct errors in a timely manner Views of Responsible Officials: There is no disagreement with the audit finding.

Corrective Action Plan

Public Housing – Assistance Listing No. 14.850 Recommendation: We recommend the Authority strengthen internal controls over income determination and rent calculation by: • Enhancing procedures to ensure all sources of tenant income are properly identified, verified, and included in calculations • Providing additional training to staff on HUD income determination and rent calculation requirements • Implementing or strengthening supervisory review controls to detect and correct errors in a timely manner Explanation of disagreement with audit finding: There is no disagreement with the audit finding. Action taken in response to finding: PBCHA staff responsible for eligibility determinations will be scheduled for rent calculation training through available resources over the next FY. The PBCHA will continue to conduct internal training for program staff on eligibility documentation requirements and program rules to reinforce compliance standards. Through the implementation of intakes, interims and annual recertifications utilizing Yardi’s online workflows, the PBCHA expects to see increased improvement through automated application and documentation processes. The PBCHA will utilize available dashboards, internal audits and formal monitoring protocols to ensure continued compliance and to minimize the risk of recurring deficiencies. The PBCHA will continue to assess current staffing levels and evaluate the feasibility of restructuring, hiring outside consultants and/or increasing staffing to support consistent and compliant eligibility determinations while being cognizant of current funding uncertainties. Name(s) of the contact person(s) responsible for corrective action: Carol Jones-Gilbert Planned completion date for corrective action plan: September 30, 2027

Categories

HUD Housing Programs Special Tests & Provisions

Other Findings in this Audit

  • 1217295 2025-001
    Material Weakness Repeat
  • 1217296 2025-001
    Material Weakness Repeat
  • 1217297 2025-001
    Material Weakness Repeat
  • 1217298 2025-002
    Material Weakness Repeat
  • 1217299 2025-002
    Material Weakness Repeat
  • 1217300 2025-002
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
14.879 MAINSTREAM VOUCHERS $5.15M
14.241 HOUSING OPPORTUNITIES FOR PERSONS WITH AIDS $3.73M
14.872 PUBLIC HOUSING CAPITAL FUND $3.59M
14.871 SECTION 8 HOUSING CHOICE VOUCHERS $1.61M
14.850 PUBLIC HOUSING OPERATING FUND $1.59M
14.895 JOBS-PLUS PILOT INITIATIVE $657,256
17.274 YOUTHBUILD $515,744
14.896 FAMILY SELF-SUFFICIENCY PROGRAM $127,518
14.870 RESIDENT OPPORTUNITY AND SUPPORTIVE SERVICES - SERVICE COORDINATORS $95,080