Finding 1218317 (2025-002)

Material Weakness Repeat Finding
Requirement
E
Questioned Costs
-
Year
2025
Accepted
2026-06-24

AI Summary

  • Core Issue: Significant noncompliance found in 23 out of 35 resident files, including missing documentation and late reexaminations.
  • Impacted Requirements: Violations of federal regulations and HUD guidelines affecting income verification, documentation, and timely inspections.
  • Recommended Follow-Up: Conduct a comprehensive resident file audit and enhance monitoring and training for occupancy specialists to reduce errors.

Finding Text

Finding 2025-002 – Public and Indian Housing Participant Files – Eligibility – Internal Control over Participant Files – Noncompliance and Material Weakness – Public and Indian Housing Program – ALN 14.850 Condition & Cause: We reviewed thirty-five (35) resident files for compliance with applicable program requirements and identified noncompliance in twenty-three (23) files, with some files containing multiple deficiencies. The following deficiencies were noted: • One (1) resident file could not be located • One (1) file was missing the documentation for the recertification that agreed to the rent roll • Eleven (11) files had annual reexaminations that were completed materially past due or were not completed as of the audit fieldwork date • Four (4) files had miscalculations of annual income • Three (3) files were missing proper income verification • Two (2) files were missing proper deduction verification • Eight (8) files were missing documentation that an annual unit inspection was conducted • One (1) file did not have an annual Application for Continued Occupancy • Three (3) files were missing the EIV report for the action in review • Two (2) files were missing a valid Authorization for Release of Information The noncompliance was primarily caused by prolonged staff vacancies and high turnover within the department during the audit period, which limited the Agency’s ability to complete, maintain, and retain required documentation in a timely and accurate manner. Criteria: The Code of Federal Regulations, Admissions and Continued Occupancy Policy, and specific HUD guidelines in documenting and maintaining participant files Effect: Failure to properly verify and calculate annual income, maintain required documentation, inspect units, and complete timely reexaminations can result in a misstatement of rental income leading to improper funding for the LIPH program. Misstatements of rent may also cause an undue financial burden to the participant which goes against the mission of the Agency. Persistent noncompliance can result in increased scrutiny from regulatory agencies or termination of program funding. Recommendation: We recommend that the Agency conduct a resident file audit of existing residents in the LIPH program to determine the extent of any additional misstatements of rent expense. We also recommend that the Agency increase their monitoring and quality control review of the LIPH program files to determine whether occupancy specialists need additional training or procedures added to ensure compliance. Our experience with agencies that increase monitoring and review of the files is that there are dramatically decreased error rates. Questioned Costs: Based on extrapolation of known questioned costs, likely questioned costs are $66,512, or 2.6% of dwelling rental income. Repeat Finding: No Was sampling statistically valid? Yes Views of responsible officials: The PHA agrees with the results of the audit and recommendations.

Corrective Action Plan

Finding 2025-002 – Public and Indian Housing Participant Files – Eligibility – Internal Control over Participant Files – Noncompliance and Material Weakness – Public and Indian Housing Program – ALN 14.850 1. Standardized Eligibility Checklist A comprehensive eligibility checklist will be developed and required for all participant files. This checklist will ensure all required documents (income verification, identification, citizenship status, etc.) are obtained, reviewed, and properly filed before approval. Please see the above attachment regarding the checklist. 2. File Review & Approval Process All resident files will undergo a two-tier review process: • Initial review by the assigned staff member • Secondary review and approval by a supervisor prior to final eligibility determination No file will Be approved without documented supervisory sign-off. 3. Staff Training All staff responsible for eligibility determinations will receive mandatory training on: • Program eligibility requirements • Proper documentation standards • File organization and recordkeeping procedures Refresher training will be conducted annually or as regulations change. 4. Internal Quality Control Audits Monthly random file audits will be conducted to ensure compliance with eligibility requirements and documentation standards. Findings will be documented, and corrective feedback will be provided to staff by supervisor. 5. Written Policies & Procedures Update The agency has updated its written policies and procedures manual to include: • Step-by-step eligibility determination processes • Documentation requirements • File retention and organization standards • Quality control measures All staff will be required to acknowledge and follow updated procedures. 6. File Organization Standardization All resident files (physical and/or electronic) will follow a uniform structure to ensure consistency, accessibility, and completeness. 7. Tracking & Monitoring System A tracking system (manual log or software-based) will be implemented to monitor: • Missing documents • Pending verifications • File status (intake, review, approved) Person Responsible- Shanetta Moye, Deputy Director/COO Anticipated Completion Date - September 30, 2026

Categories

HUD Housing Programs Subrecipient Monitoring Eligibility Material Weakness

Other Findings in this Audit

  • 1218315 2025-001
    Material Weakness Repeat
  • 1218316 2025-001
    Material Weakness Repeat
  • 1218318 2025-003
    Material Weakness Repeat
  • 1218319 2025-003
    Material Weakness Repeat
  • 1218320 2025-003
    Material Weakness Repeat
  • 1218321 2025-004
    Material Weakness Repeat
  • 1218322 2025-004
    Material Weakness Repeat
  • 1218323 2025-004
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
14.850 PUBLIC HOUSING OPERATING FUND $4.34M
14.872 PUBLIC HOUSING CAPITAL FUND $1.19M
14.267 CONTINUUM OF CARE PROGRAM $386,404
14.879 MAINSTREAM VOUCHERS $242,865
14.871 SECTION 8 HOUSING CHOICE VOUCHERS $189,317
14.241 HOUSING OPPORTUNITIES FOR PERSONS WITH AIDS $138,573
14.896 FAMILY SELF-SUFFICIENCY PROGRAM $49,152