Finding 25486 (2022-001)

Significant Deficiency
Requirement
N
Questioned Costs
-
Year
2022
Accepted
2023-09-06

AI Summary

  • Core Issue: The Corporation failed to deposit the correct amount into the Reserve for Replacement (RFR) account, resulting in an underfunding of $28.26.
  • Impacted Requirements: Compliance with HUD regulations for maintaining RFR accounts, including timely and accurate monthly deposits based on approved amounts.
  • Recommended Follow-Up: Management should improve internal controls and establish a review process to ensure accurate processing of RFR account transactions and compliance with federal requirements.

Finding Text

Federal Agency: U.S. Department of Housing and Urban Development Federal Program Name: Mortgage Insurance for the Purchase or Refinancing of Existing Multifamily Housing Projects - Section 207 / 223(f) Assistance Listing Number: 14.155 Award Identification Number and Year: 034-11170 / PA26T815007 - 2022 Award Period: January 1, 2022 through December 31, 2022 Type of Finding: Significant Deficiency in Internal Control over Compliance, Other Matters Criteria or specific requirement: Reserve for Replacement (RFR) ? In accordance with regulations and guidelines outlined in the U.S. Code of Federal Regulations (2 CFR 200; 24 CFR B) and HUD Handbooks (4350.1; 4565.1; 7420.3), as well as in agreements with terms of the Project?s Regulatory Agreement for Multifamily Projects and Section 8 HAP Renewal Contract with HUD, pursuant to requirements of the National Housing Act, the Project is required to establish and maintain a RFR account for defraying certain costs of replacing property and equipment and other project expenditures. Withdrawal requests and changes in monthly deposits require approval of HUD through submissions of form HUD-9250. Required monthly deposits to the RFR account must be increased annually on the anniversary of the HAP contract, in relation to contract rent adjustments, by most recent published Annual Adjustment Factors (AAFs) based on Bureau of Labor Statistics (BLS) Consumer Price Index (CPI) data relating to changes in residential rent and utility costs. The Corporation should have internal controls designed to ensure compliance with the timing and completeness of this provision. Condition: The Project?s required monthly deposit amount to the RFR account was increased 1.025% from $2,757.20 to $2,785.46 on April 1, 2022 (Attributes: FY21 AAF; Table 2; South Region; Highest Cost Utility Excluded). During our testing, in reviewing the procedures performed to comply with the annual change in monthly deposit requirement occurring within the period under audit, we noted the Corporation completed and submitted the required documents and received approval from HUD on February 7, 2022. Furthermore, required monthly deposits to the RFR account in 2022, for the first 3 months (Jan - Mar) as well as for the last 8 months (May - Jun) of the year, were made timely and in the proper amounts in accordance with the respective, approved HUD-9250 forms. However, the monthly deposit for April (posted 4/5/22) was in the amount of $2,757.20 instead of the newly established amount of $2,785.46 that was effective beginning April 1, 2022, which resulted in the RFR account being underfunded from the amount required for the Project by $28.26. The Corporation did not have adequate internal controls designed and operated to prevent, or detect and correct, noncompliance with this required provision of its major federal program. Questioned costs: None Material Context: During our testing, it was noted that the Corporation completed the required actions to request and receive approval by HUD to increase the monthly deposits into the RFR account beginning April 1, 2022, however was unable to detect the error and resolve the issue by making an arrears deposit. As part of our testing, 100% of transactions involving the RFR account are reviewed and traced to statements independently obtained from the institution holding the account, and there were no other audit findings this year or in the prior year that were required to be reported. As such, the auditor considers our testing sample to be statistically valid and this audit finding to be an isolated instance. Cause: The Corporation did not reconcile the monthly balance of the Project?s RFR account with consideration to the timing and amounts of deposits in relation to program compliance requirements. Effect: Noted no material instances of noncompliance with provisions of the RFR account; however, the lack of internal controls over this compliance requirement provides an opportunity for further noncompliance to occur and inadequate reserves needed to support Project costs in future periods. Repeat Finding: Not Applicable Recommendation: We recommend Management of the Corporation communicate the importance of timely and accurate processing of requests with the Project?s mortgagee, and design controls to ensure an adequate review process is in place to reconcile activity of HUD restricted accounts to the requirements as established pursuant to provisions of regulations in accordance with federal programs. Views of responsible officials: There is no disagreement with the audit finding.

Corrective Action Plan

WARRIOR RUN MANOR, INC. HUD PROJECT NO. 034-11170/PA26T815007 CORRECTIVE ACTION PLAN YEAR ENDED DECEMBER 31, 2022 U.S. Department of Housing and Urban Development Warrior Run Manor, Inc. respectfully submits the following corrective action plan for the year ended December 31, 2022. Audit period: January 1, 2022 through December 31, 2022 The findings from the schedule of findings and questioned costs are discussed below. The findings are numbered consistently with the numbers assigned in the schedule. FINDINGS?FEDERAL AWARD PROGRAMS AUDIT DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT 2022-001 Mortgage Insurance for the Purchase or Refinancing of Existing Multifamily Housing Projects: Section 207 / 223(f) ? Assistance Listing No. 14.155 Recommendation: Management of the Corporation should communicate the importance of timely and accurate processing of requests with the Project?s mortgagee, and design controls to ensure an adequate review process is in place to reconcile activity of HUD restricted accounts to the requirements as established pursuant to provisions of regulations in accordance with federal programs. Explanation of disagreement with audit finding: There is no disagreement with the audit finding. Action taken in response to finding: The dollar difference, between required deposits and actual deposits made during 2022, was deposited in arrears to the replacement reserve account in March 2023. Management has developed processes to verify replacement reserve deposits are made timely and for the accurate required amounts. Name(s) of the contact person(s) responsible for corrective action: Shaun Smith, President, Albright Care Services Planned completion date for corrective action plan: Ongoing If the U.S. Department of Housing and Urban Development has questions regarding this plan, please call Shaun Smith at 570-522-3889.

Categories

HUD Housing Programs Procurement, Suspension & Debarment Significant Deficiency Equipment & Real Property Management Internal Control / Segregation of Duties Special Tests & Provisions

Other Findings in this Audit

  • 601928 2022-001
    Significant Deficiency

Programs in Audit

ALN Program Name Expenditures
14.155 Mortgage Insurance for the Purchase Or Refinancing of Existing Multifamily Housing Projects $3.25M
14.856 Lower Income Housing Assistance Program_section 8 Moderate Rehabilitation $525,126