Finding 59936 (2022-001)

Significant Deficiency
Requirement
E
Questioned Costs
-
Year
2022
Accepted
2023-09-17

AI Summary

  • Core Issue: The agency lacks internal controls to ensure all required documents are collected before providing assistance, risking ineligible participants receiving funds.
  • Impacted Requirements: Eligibility criteria for financial hardship and income verification are not consistently met, as evidenced by missing documentation in 2 out of 40 sampled cases.
  • Recommended Follow-Up: The agency should improve its documentation process and update policies to ensure all necessary paperwork is collected before finalizing applications for housing assistance.

Finding Text

2022 ? 001 Federal Agency: U.S. Department of the Treasury Federal Program Name: Homeowner?s Assistance Fund Assistance Listing Number: 21.026 Federal Award Identification Number and Year: HAF0019 ? 2022 Pass-Through Agency: State of New Jersey Pass-Through Number(s): 21-6000928 Award Period: January 1, 2022 ? December 31, 2022 Type of Finding: ? Significant Deficiency in Internal Control over Compliance, Other Matters Criteria or specific requirement: The HAF Guidance documents the full eligibility considerations for HAF participants to extend financial assistance to vulnerable populations without imposing undue documentation burdens. HAF participants must require all applications for assistance to include an attestation from the applicant homeowner that all information included is correct and complete. In addition, HAF participants are expected to have policies and procedures to determine homeowner eligibility in the following three criteria: HAF participants are expected to have policies and procedures to determine homeowner eligibility in the following criteria: Financial Hardship: HAF participants may rely on homeowners' attestations that they experienced financial hardship after January 21, 2020 (including a hardship that began before January 21, 2020 but continued after that date). The attestation must describe the nature of the financial hardship (for example, job loss, reduction in income, or increased costs due to healthcare or the need to care for a family member). Income: HAF participants may take one of two approaches to income verification: (1) the homeowner may provide a written attestation as to household income together with supporting documentation such as paystubs, W2s or other wage statements, IRS Form 1099s, tax filings, depository institution statements demonstrating regular income, or an attestation from an employer; or (2) the homeowner may provide a written attestation as to household income and the HAF participant may use a reasonable fact-specific proxy for household income, such as reliance on data regarding average incomes in the household?s geographic area. To be eligible for HAF assistance, the homeowner must have income equal to or less than 150 percent of the area median income or 100 percent of the median income for the United States, whichever is greater. Condition: The Agency does not have internal controls in place to ensure all requirement documents are obtained prior to disbursing assistance to participants. Questioned costs: None Context: 40 files were selected from a population of over 250 participants. This is sample is a statistically valid sample. Exceptions were noted in 2 out of 40 instances tested: - 1 case in which only three paystubs were provided for income support, although four are required per program eligibility requirements - 1 case in which a bank statement for a second required month was not provided, as required by program eligibility requirements Cause: The Agency failed to obtain missing documentation during the application and acceptance process of a participant?s eligibility to obtain housing assistance. Effect: There is potential that participants that are not eligible could receive federal monies. This could impact the Agency receiving monies for similar types of programs in the future. Recommendation: The Agency should evaluate the steps it takes to ensure that any required documentation not gathered from the client is obtained prior to finalizing an application and providing housing assistance. Any changes in this methodology should be documented in the program policies and procedures and communicated to all employee who engage in the application process. Views of responsible officials: There is no disagreement with the audit finding.

Corrective Action Plan

U.S. Department of Treasury New Jersey Housing and Mortgage Finance Agency respectfully submits the following corrective action plan for the year ended December 31, 2022. Audit period: January 1, 2022 ? December 31, 2022 The finding from the schedule of findings and questioned costs is discussed below. The finding is numbered consistently with the number assigned in the schedule. FINDINGS?FEDERAL AWARD PROGRAMS AUDITS SIGNIFCANT DEFICIENCY U.S. Department of Treasury 2022-001 Eligibility ? Homeowners Assistance Fund? Assistance Listing No. 21.026 Recommendation: The Agency should evaluate the steps it takes to ensure that any required documentation not gathered from the client is obtained prior to finalizing an application and providing housing assistance. Any changes in this methodology should be documented in the program policies and procedures and communicated to all employee who engage in the application process. Explanation of disagreement with audit finding: There is no disagreement with the audit finding. Action taken in response to finding: ERMA applicants can submit required documentation with the assistance of a contracted Housing Counseling Agency or via the application portal directly. The two examples that caused this recommendation can be attributed to applicant error, as well as a missed review by the processing vendor. To ensure that required documentation not gathered from the applicant is followed-up on and obtained timely and to minimize future occurrences, the Agency has (1) revised the required documentation list to simplify the documentation gathering process for the applicant, and (2) provided additional training on the required documentation process to the Housing Counseling Agencies, processing/underwriting vendor and ERMA program staff. All approvals are reviewed by a supervisor, or their designee, to ensure all required documents pertinent to the applicant?s eligibility are present prior to providing ERMA assistance. Name(s) of the contact person(s) responsible for corrective action: William Schmidt (Assistant Director of HAF); James Abrams (HAF Program Manager); Tina White (HAF Program Manager) Planned completion date for corrective action plan: Both the training and the changes to the required documentation list were completed in May of 2023. If the U.S. Department of Treasury has questions regarding this plan, please call Kimberly A. Sked at 609- 278-7669.

Categories

Eligibility Significant Deficiency Internal Control / Segregation of Duties

Other Findings in this Audit

  • 636378 2022-001
    Significant Deficiency

Programs in Audit

ALN Program Name Expenditures
14.000 Government National Mortgage Association Mortgage Backed Securities Loan Guarantee Program $617.44M
14.182 Section 8 New Construction and Substantial Rehabilitation $614.66M
21.026 Homeowner Assistance Fund $25.17M
14.269 Hurricane Sandy Community Development Block Grant Disaster Recovery Grants (cdbg-Dr) $12.34M
14.103 Interest Reduction Payments_rental and Cooperative Housing for Lower Income Families $6.45M
99.U19 Housing Stability Counseling Program $1.09M
14.326 Project Rental Assistance Demonstration (pra Demo) Program of Section 811 Supportive Housing for Persons with Disabilities $739,173
14.325 Supportive Housing Program $374,241
14.169 Housing Counseling Assistance Program $236,871
14.238 Shelter Plus Care $229,138