Finding 618528 (2022-003)

-
Requirement
N
Questioned Costs
-
Year
2022
Accepted
2023-09-25

AI Summary

  • Core Issue: The Agency has not established a required Reserve Account for its USDA-RD loan, which should have a balance of $3,271.44 as of December 31, 2022.
  • Impacted Requirements: The failure to record the USDA-RD loan liability led to non-compliance with loan terms regarding the Reserve Account.
  • Recommended Follow-Up: The Agency needs to set up the Reserve Account and make regular contributions to meet the required balance.

Finding Text

2022-003 ? Maintenance of Reserve Account Condition: In 2016 the Agency closed on a U.S. Department of Agriculture Rural Development (?USDA-RD?) loan. This loan requires that the Agency establish and maintain a Reserve Account, contributing to it until the account balance equals one annual payment amount. The balance as of December 31, 2022, should be $3,271.44. The Agency has not yet established such a Reserve Account. Criteria: Provisions of USDA-RD loan document Cause: The liability associated with the USDA-RD note payable was not recorded in the Agency?s financial records. Therefore, the Agency did not establish the required Reserve Account. Effect: As a result of this condition, the Agency did not have the Reserve Account required by the terms of its USDA-RD loan. Recommendation: The Agency should establish a Reserve Account, contribute an amount so as to meet the required balance at that date and continue monthly contributions until the maximum required balance is met. Response: The Agency will establish a Reserve Account and contribute the required amounts on a regular basis.

Categories

Matching / Level of Effort / Earmarking Special Tests & Provisions

Other Findings in this Audit

  • 42084 2022-001
    Material Weakness
  • 42085 2022-002
    Material Weakness
  • 42086 2022-003
    -
  • 618526 2022-001
    Material Weakness
  • 618527 2022-002
    Material Weakness

Programs in Audit

ALN Program Name Expenditures
93.568 Low-Income Home Energy Assistance $261,267
93.600 Head Start $260,371
10.558 Child and Adult Care Food Program $247,471
10.766 Community Facilities Loans and Grants $135,048
93.569 Community Services Block Grant $113,601
81.042 Weatherization Assistance for Low-Income Persons $78,384