Finding 393180 (2023-001)

Significant Deficiency
Requirement
E
Questioned Costs
-
Year
2023
Accepted
2024-04-15

AI Summary

  • Core Issue: Tenant files are incomplete and lack necessary documentation for eligibility and rights, leading to inaccuracies in rent calculations.
  • Impacted Requirements: Failure to follow HUD guidelines for tenant file maintenance and timely completion of Form 50059, resulting in discrepancies and potential underpayment of rent.
  • Recommended Follow-Up: Review and enhance internal controls, implement a documentation checklist, and ensure timely and accurate completion of Form 50059, with management oversight on discrepancies.

Finding Text

Criteria: The Corporation’s tenant files are required to be maintained in accordance with HUD guidelines to ensure eligibility and accurate calculations of tenant rent and rental subsidy. Statement of Condition: The tenant files are incomplete and lacking required documentation indicating verification of eligibility and resident rights. Form 50059 to calculate tenant rent and reported to HUD was not completed timely or accurately in accordance with HUD guidelines. Cause of Condition: The Corporation’s internal controls to ensure tenant files are complete and that the calculation of tenant rent is completed timely and accurately, and that the required documentation for tenant eligibility screening is maintained, were not effective. Effect of Condition: In the tenant file sampled, documentation was missing to include 1) HUD Housing Application; 2) acknowledgement of receipt of the Resident Rights and Responsibilities brochure, EIV & You brochure and Fact Sheet on How Your Rent is Determined; 3) EIV reports for income verification or social security validation; 4) current year unit inspection; and 5) initial notice sent at time of certification. Discrepancies were also noted in the completion of the Form 50059 to include 1) Social Security income and checking account balances were not updated from the prior year certification and 2) the Form 50059 was not signed or dated by the tenant/guardian or the management agent. The discrepancy resulted in the tenant underpaying their share of the monthly rent by $37 per month. Recommendation: The design of the current controls should be reviewed to ensure tenant files are accurate, complete, and orderly and include a checklist of required documentation. Procedures should also be established to ensure that the Form 50059 is completed timely and properly executed. The documentation in the files should support the data used in preparing the Form 50059 and calculating the tenant’s share of the rent. In addition, management should review all files and report any discrepancies to HUD in a timely manner. Views of Responsible Officials: Management agrees with the findings and will implement procedures to ensure tenant’s files are maintained in accordance with HUD guidelines.

Corrective Action Plan

Recommendation: The design of the current controls should be reviewed to ensure tenant files are accurate, complete, and orderly and include a checklist of required documentation and retention guidelines. Procedures should also be established to ensure that the Form 50059 is completed timely and properly executed. The documentation in the files should support the data used in preparing the Form 50059 and calculating the tenant’s share of the rent. Action Taken: Management has started the process of reviewing, revising, streamlining and educating all staff on the HUD guidelines related to tenant file documentation requirements and proper completion of the Form 50059, including the documentation required to support the rent calculations.

Categories

Eligibility HUD Housing Programs Internal Control / Segregation of Duties

Other Findings in this Audit

  • 969622 2023-001
    Significant Deficiency

Programs in Audit

ALN Program Name Expenditures
14.181 Supportive Housing for Persons with Disabilities $29,193