LTC 279-2016 Office of Inspector General's Audit Report of City's HOME Program MIAMI BEACH
OFFICE OF THE CITY MANAGER
NO. LTC # 279-2016 LETTER TO COMMISSION
TO: Mayor Philip Levine and Members off he City Col ission
FROM: Jimmy L. Morales, City Manager ,
DATE: June 29, 2016
SUBJECT:Office of Inspector General's Audit' eport of City's HOME Program
The purpose of this LTC is to transmit the attached audit reports of the City's HOME Investment
Partnerships (HOME) Program and Community Development Block Grant (CDBG) Program
completed by the Office of the Inspector General of the U.S. Department of Housing and Urban
Development(HUD)and transmitted to the City on June 20, 2016 and June 23,2016, respectively.
As previously reported,the Administration has worked collaboratively with HUD since June 2013 to
review the operations of the City's Housing and Community Development Division. These efforts
were sparked by concerns that arose when the City terminated Anna Parekh, the then Director of
the Office of Real Estate, Housing and Community Development, in May 2013. The bulk of the
City's concerns centered around the its transactions with Miami Beach Community Development
Corporation (MBCDC), the City's then sole Community Housing Development Organization
(CHDO). Upon the change in departmental management,our Administration worked collaboratively
with HUD and the related agencies to identify the programs' shortcomings dating back to 2008.
Once identified, we swiftly took the necessary steps to ensure that such failures are not repeated
and ensured that our efforts were transparent and in consultation with HUD.
The Office of Inspector General (OIG) assigned an audit team to review City records onsite from
September 2015 through January 2016. The extensive review was facilitated by City staff and
included project files, personnel records and financial transactions. As a result of this extensive
review, OIG has released the attached audit reports finding shortcomings in the City's HOME and
CDBG programs as previously administered. It should be emphasized that the program failures
identified in the reports occurred during the prior Administration.
According to the HOME audit report,the City did not ensure that it charged supported and eligible
expenditures to the program and lacked due diligence when supporting and approving
expenditures. As a result, HUD is requiring that the City repay $742,270 in unsupported and
ineligible costs; and recapture and reallocate $300,278 that had been allocated to the Barclay
Plaza Apartments. The City has already recaptured and reallocated the Barclay Plaza funds to its
London House Apartments project.
According to the CDBG audit report, the City did not ensure that it charged supported and eligible
expenditures to the program and lacked due diligence when administering its CDBG activities.As a
result, HUD is requiring that the City repay $336,150 in unsupported expenditures for seven
MBCDC activities.
As previously reported, the City undertook a variety of proactive steps to address these concerns
once it terminated Ms. Parekh. In addition to terminating employees whose actions were
inappropriate and reporting its findings to HUD, the City established a variety of safeguards to
ensure that compliance failures would not be repeated. Among these safeguards:
1
HOME & CDBG Audit Reports
June 29. 2016
Page 2 of 2
• Draw requests are reviewed by more than one person prior to obtaining Department
Director consent for release of funds;
• Advance payments are not made without the prior written approval of the City Manager;
• The hiring of a Capital Projects Coordinator to ensure that construction projects received
competent oversight and that construction costs are reconciled to project progress; and
• The drafting of process directives to ensure that oversight standards were
institutionalized.
The City will be submitting a formal request to HUD asking that it be allowed to repay the$742,270
of ineligible HOME costs and the $336,150 of unsupported CDBG costs from its future three (3)
allocations. While this will effectively decimate the HOME Program and adversely impact CDBG
activities for three years, this action will prevent burdening the General Fund for the repayment.
HUD has the right to agree to this request or demand immediate payment from non-federal funds.
We will continue to provide updates as we pursue this effort with HUD.
Maria Ruiz, the City's Office of Housing and Community Services Director who now oversees the
HOME program, is available should you wish a more detailed briefing regarding this audit report or
the extensive steps taken to ensure that such problems are not repeated.
Should you have any questions, please contact me.
JLM/KGB/MLR
c: Kathie G. Brooks, Assistant City Manager
Maria L Ruiz, Department Director
2
Yom_- .
* * OFFICE of t,
INSPECTOR GENERAL
_r±&_. - B[�1 UNITED STATES DEPARTMENT OF _^ 4 7 :;'
�. -~' " h, I I{_''a HOUSING AND URBAN DEVELOPMENT J -�I. ! '^�' •-
...,. --", , , _ :b; ....,._:,,.: .::.,4: , itii 4 i',,,,5,4 .At -.--. _ —r,&---iv/-)City of Miami Beach, Miami FL
HOME Investment Partnerships Program
Office of Audit, Region 4 Audit Report Number: 2016-AT-1006
Atlanta, GA June 17, 2016
INSPECTOR GENERAL�'1'
To: Ann D. Chavis,Director of Community Planning and Development, Miami Field
Office, 4DD
From: Nikita N. Irons,Regional Inspector General for Audit, Atlanta Region, 4AGA
Subject: The City of Miami Beach Did Not Always Properly Administer Its HOME
Program
Attached is the U.S. Department of Housing and Urban Development (HUD), Office of Inspector
General's (OIG) final results of our review of the City of Miami Beach's administration of the
HOME Investment Partnerships Program authorized under the National Affordable Housing Act.
HUD Handbook 2000.06, REV-4, sets specific timeframes for management decisions on
recommended corrective actions. For each recommendation without a management decision,
please respond and provide status reports in accordance with the HUD Handbook. Please furnish
us copies of any correspondence or directives issued because of the audit.
The Inspector General Act, Title 5 United States Code, section 8M, requires that OIG post its
publicly available reports on the OIG Web site. Accordingly,this report will be posted at
http://www.hudoig.gov.
If you have any questions or comments about this report, please do not hesitate to call me at
404-331-3369.
a;T ,; Audit Report Number: 2016-AT-1006
#i OFFICE of t* Date: June 17,2016
INSPECTOR GENERAL:
Ro .n.o=`oh The City of Miami Beach Did Not Always Properly Administer Its HOME
f,, Program
Highlights
What We Audited and Why
We audited the City of Miami Beach's HOME Investment Partnerships Program, in accordance
with our annual audit plan, because (1)the Miami U.S. Department of Housing and Urban
Development (HUD) Office of Community Planning and Development ranked the City as high
risk in its 2015 risk assessment and(2) HUD's onsite monitoring review identified concerns
with the City's administration of the HOME program. Our objective was to determine whether
the City ensured that the drawdown of HOME funds was supported and allowable.
What We Found
The City did not always comply with HOME requirements. Specifically, it did not ensure that
drawdowns were properly supported and allowable. This condition occurred because the City
lacked due diligence when supporting and approving expenditures. As a result, it charged
$742,270 in questioned costs to the HOME program. In addition, $300,278 in remaining funds
for one activity will not meet the intended benefit of the HOME program.
What We Recommend
We recommend that the City(1)reimburse HUD for$379,547 in ineligible costs from non-
Federal funds; (2)provide supporting documentation or reimburse its program for$362,723 in
unsupported expenditures from non-Federal funds; and (3) recapture the remaining balance of
$300,278 allocated to one activity.
Table of Contents
Background and Objective 3
Results of Audit 5
Finding: The City Did Not Ensure That It Charged Supported and Eligible
Expenditures to the HOME Program 5
Scope and Methodology 9
Internal Controls 10
Appendixes 11
A. Schedule of Questioned Costs and Funds To Be Put to Better Use 11
B. Auditee Comments and OIG's Evaluation 12
C. List of Vouchers for Barclay Apartments Rehab -Activity 843 ..16
2
Background and Objective
The HOME Investment Partnerships Program is authorized under Title II of the Cranston-
Gonzalez National Affordable Housing Act. The U.S. Department of Housing and Urban
Development(HUD)allocates funds by formula to eligible State and local governments for the
purpose of expanding home ownership and affordable housing opportunities for low- and very
low-income families. State and local governments that become participating jurisdictions may
use HOME funds to carry out housing strategies through acquisition,rehabilitation, new housing
construction, and tenant-based rental assistance. To assist in achieving these purposes,
participating jurisdictions must designate a minimum of 15 percent of their HOME allocations.
for investment in housing to be developed, sponsored, or owned by community housing
development organizations (CHDO). A CHDO is a private nonprofit, community-based service
organization, the primary purpose of which is to provide and develop decent, affordable housing
for the community it serves. All certified CHDOs must receive a certification from a
participating jurisdiction indicating that they meet certain HOME program requirements and are,
therefore, eligible for HOME funding.
The City was incorporated as a municipal corporation on March 26, 1915, and was created by the
Florida Legislature, Chapter 7672, Laws of Florida(1917). The City is governed by an elected
mayor and six commissioners and operates under a commission-manager form of government.
The City's Office of Housing and Community Services, formerly known as the Office of Real
Estate, Housing, and Community Development,' is responsible for administering State and
Federal programs, such as HOME, the Community Development Block Grant,the State Housing
Initiatives Program, and other special initiative programs targeted at income-eligible recipients
and frequently relating to housing opportunities. Its mission is to develop and maintain a viable
urban community by leveraging Federal funds with other funds to carry out housing and
community development programs.
The City of Miami Beach receives annual allocations of HOME funds from HUD. In fiscal
years 2010 through 2015, HUD allocated more than $4 million in HOME funds to the City. The
City commits and draws HOME funds through HUD's Integrated Disbursement and Information
System (IDIS). This system allows grantees to request grant funding from HUD and report on
what is accomplished with these funds. According to IDIS, from January 1, 2010, through
September 15, 2015,the City drew down more than $3.8 million in HOME funds.
Over the past 3 years, the City has been addressing shortcomings identified in its 2013 internal
review of its projects and operations. This review began after the City dismissed its former
office director in May 2013. The City's internal review disclosed fiscal and operational
discrepancies,particularly in its dealings with its only and former CHDO, the Miami Beach
In 2013,shortly after the former department director was dismissed,the office was reorganized
and named the Office of Housing and Community Services.
3
Community Development Corporation. These issues included instances of noncompliance with
Federal requirements, especially support for expenditures and inadequate monitoring of HUD-
funded projects. During this review, some City and the Corporation staff members were
dismissed or resigned. The City had replaced its director and most of its staff and suspended the
Corporation's CHDO status. City staff indicated that it had halted all advance payments to the
CHDO and recaptured any remaining funds awarded. Further,the City said that it had improved
its operations, which included revising its process directives, forms, and policies and procedures.
Additionally, in an effort to safeguard the City's interest and stability of the tenants,the City had
acquired HUD-funded properties from the Corporation.
The audit objective was to determine whether the City administered its HOME program in
accordance with applicable HUD requirements. Specifically, we wanted to determine whether
the City ensured that expenditures of HOME funds were supported and allowable.
4
Results of Audit
Finding: The City Did Not Ensure That It Charged Supported and
Eligible Expenditures to the HOME Program
The City did not ensure that it charged supported and eligible expenditures to the HOME
program. In some instances, canceled checks or invoices were missing, and in other cases,
expenditures were incurred before the executed agreements. This condition occurred because the
City lacked due care when reviewing and approving expenditures: As a result, it charged
questioned costs totaling $742,270 to the HOME program. In addition, $300,278 in remaining
funds for one activity will not meet the intended benefit of the HOME program.
Unsupported and Ineligible Costs
The City did not ensure that expenditures for four activities were adequately supported and
eligible. Regulations at 24 CFR(Code of Federal Regulations) 92.508(a)(3)(ii) require that each
participating jurisdiction maintain sufficient financial records identifying the source and
application of funds for each fiscal year, including supporting documentation, in accordance with
24 CFR 85.20.
We reviewed 12 transactions for cost allowability involving 8 activities. The City charged
project costs of$742,270 for four activities, in which either the activities were not eligible or the
costs were not supported by adequate documentation.
,cV�{9.s. .�"f 7i i nK�u por
DS' V ouche y7.
, iaw r.s
,Oia(4cici i (Maw_ ues 3�eT s.oJ.t^d
itioaf3`n l'
e
Wii%. oss :cos , 'n
The Corporation's
1 831 5239355 Allen House $79,825 $301,583 $381,408
Apartments
2 843 Various* Barclay Apartments $299,722 $299,722
Rehab
3 747 5174041 HOME Administration $33,060 $33,060
4 800 5094290 The Corporation's $28,080 $28,080
CHDO Operating
L, i, 5 iy�r - t-!x - u,G{�v P,,!! I.r�^ -�.x i Y 7 - Fe-1 tr fsS s'�ye `t ti ! r '. F rt
-fxt � 7�� - LL x J r .�. .'Y�'�� �tr�. f�. �""ita4 2'-c� FP°' c-. �v
�f '�j� x�ti�� �r��; r �� � Totals s ., ��g4�z {} ,y� �� , $379,547-� ,� �, 362,723 . ,,�� $742,270
Y�f�'�f, 1. 44rti.;k.3:441;:j, -ni -:r 2r t..�....L._. e`,_?�.a, .� w Ct.' `v ...��.,F��_v�-.� .. .r il.....�1R,se av�„ iSF.,u si vn.,.. ..r ,..
*See appendix C for list of vouchers.
Activity 831 - Voucher 5239355 for the Corporation's Allen House Apartments
The City provided HOME funds to its former CHDO to rehabilitate the Allen House Apartments.
Of the $381,408 in expenditures reviewed for this activity, the City provided support for only
$79;825: As a resuit,'$301,583 was not supported.
5
The documentation provided to support the $79,825 was insufficient because necessary items,
such as timesheets, invoices, and canceled checks, were missing. In addition, the expenditures
were incurred before the February 9, 2011, executed agreement between the City and its former
CHDO. The length of the agreement was not specified as required by 24 CFR 92.504(c)(3)(ix).
As a result, expenditures of$79,825 incurred before the executed agreement date were not
eligible.
Activity 843- Voucher 5335989 for Barclay Apartments Rehab
The City's former CHDO was awarded $600,0002 to rehabilitate the Barclay Apartments to
provide affordable housing to low-income families. The review of$46,458 in HOME
expenditures found instances in which(1) documentation was insufficient to support the
expenditure and (2)expenditures were not allowed because the costs were incurred before the
March 28, 2011,executed agreement between the City and its former CHDO. The City agreed
with these deficiencies. In addition to these issues,this activity, which was opened in IDIS in
2011, had not been completed.
In January 2015,the City acquired the Barclay Apartments from its former CHDO because it
was at risk of loss as a result of the CHDO's organizational problems. The property was vacant
due to unsafe conditions. Therefore, the City had not begun construction within 12 months of
acquiring it as required by 24 CFR 92.2(2), which states that funds should be committed in IDIS
for a project that is owned by the participating jurisdiction when construction can reasonably be
• expected to start within 12 months of the project setup date.
The City said it had not been able to begin construction because it did not have the financial
complete the rehabilitation of this roe and maintain it as affordable housing.
capacity to comp property rtY
P tY
Therefore, it planned to release a request for proposals for a private developer with the
experience and resources to rehabilitate and operate the building. The building would be
developed as workforce housing for residents earning 120 to 140 percent of area median income
and employed in the public safety, education, and municipal sectors. Regulations at 24 CFR
92.252 state that HOME-assisted units in a rental housing project must be occupied by
households that are eligible as low-income families with annual incomes not exceeding 80
percent of the median income for the area. The City knew that if it proceeded with its plan, it
would not meet the objective of the HOME program to provide affordable housing to eligible
low-income families and would, therefore,need to repay HUD.
Given its status,this activity should be canceled because(1)the project had not been completed;
(2)the City stated that it did not have the financial capacity to complete the project; (3) the City
did not have an agreement with a developer or contractor to undertake this project in accordance
with 24 CFR 92.2; and (4) if the City found a developer, it did not plan to develop the building as
affordable housing for low-income families that met the HOME income requirements.
2 In March 2011,the City awarded the CHDO$500,000 in HOME funds,and in March 2013, it provided additional
funding of$100,000 for the rehabilitation of the Barclay Apartments.
6
As a result, HUD had no assurance that the Barclay Apartments activity would fully meet the
HOME program objectives and provide the intended benefits. According to 24 CFR 92.205(e), a
HOME-assisted project that is terminated before completion, either voluntarily or otherwise, is
an ineligible activity. As a result, $299,722 in HOME funds drawn, which includes the $46,458
reviewed, is not eligible(see appendix C for a list of vouchers). The remaining funds of
$300,278 committed for this activity is also not eligible because it will not provide the intended
benefits of the HOME program.
HOME Administration Costs
The City was not able to provide adequate documentation to support its administrative costs.
According to regulations at 24 CFR 85.20(b)(6), accounting records must be supported by source
documentation, such as canceled checks, paid bills, payrolls, time and attendance records,
contracts, etc.
According to the information provided for activity 747,voucher 5174041, payment was for an
employee's retirement pension. However, no further detail was provided identifying whose
retirement pension it was or the allocation to the program. The City said that these expenditures
occurred during the prior administration. It indicated that it would not be able to provide
additional information since the retirement expense was based on a predetermined budget and
w
timesheets were not required. As a result,HUD lacked assurance of the allo a bili ty and
allocability of$33,060 in administrative costs charged to the HOME program.
Activity 800- Voucher 5094290 for the Corporation's CHDO Operating
The City did not have adequate documentation to support$28,080 in CHDO operating funds for
activity 800. These operating expenses were charged for the months of October 2009 through
February 2010. However, the City did not provide invoices,timesheets, or canceled checks to
support these expenses. Regulations at 24 CFR 92.508(a)(4)(vi)require that each participating
jurisdiction maintain sufficient financial records concerning the use of funds for CHDO
operating expenses.
Reasons for Deficiencies
The conditions mentioned above occurred because the City lacked due diligence when
supporting and approving expenditures. According to the City, on many occasions,the former
department director was informed of the deficiencies but ignored staff and approved payment.
These deficiencies occurred during the previous administration. Since discovering operational
and financial deficiencies in 2013, caused by the prior administration and former CHDO,the
City had taken steps to improve its operations, such as
• Dismissing its former department director and reorganizing the department;
• Replacing the former CHDO;
• ..Revising its controls and processes, such as requiring specific documents to support its
reimbursements and adding agreement provisions;
7
• Requiring timesheets to support personnel costs; and
• Hiring more staff members to oversee the program.
Conclusion
The City did not ensure that it charged supported and eligible expenditures to the HOME
program. This condition occurred because the City lacked due diligence when supporting and
approving expenditures. As a result, it charged $742,270 in questioned costs to the HOME
program.
Recommendations
We recommend that the Director of the Miami Office of Community Planning and Development
require the City to
1A. Reimburse HUD for$379,547 in ineligible costs related to activities 83land 843 from
non-Federal funds.
1B. Provide supporting documentation or reimburse its program for$362,723 in unsupported
expenditures related to activities 831, 747, and 800 from non-Federal funds.
1C. Recapture the remaining balance of$300,278 allocated to the stalled Barclay Apartment
activity 843.
We recommend that the Director of the HUD's Miami Office of Community Planning and
Development
•
1D. Continue to monitor the City to ensure it is effectively implementing its revised controls and
processes throughout its HOME program.
8
Scope and Methodology
We performed our review from September 2015 through January 2016 at the City's Office of
Housing and Community Services located at 555 17th Street, Miami Beach, FL, and other sites
as necessary. Our review covered the period January 1, 2010,through September 15, 2015, and
was expanded as needed to achieve our objective.
To accomplish our objective, we
• Reviewed applicable laws and regulations;
• Reviewed applicable City policies and procedures;
• Reviewed monitoring, independent public accountant, and IDIS reports;
• Reviewed the City's financial records,program activity files, and other supporting
documentation;
• Interviewed HUD and City staff; and
• Performed site visits to ensure the existence of activities.
During the period January 1, 2010, through September 15, 2015, the City drew down
approximately$3.8 million in HOME funds, consisting of 251 completed transactions. Based on
high dollar amount and most current drawdowns, we selected 12 transactions with expenditures
of more than $1.4 million, or 36.7 percent of funds drawn, to review for cost allowability.
We did not perform a 100 percent selection. The results of this audit apply only to the items
reviewed and cannot be projected to the universe of activities.
Computer-processed data generated by the City were not used to materially support our audit
findings, conclusions, and recommendations. Thus, we did not assess the reliability of these
computer-processed data.
We conducted the audit in accordance with generally accepted government auditing standards.
Those standards require that we plan and perform the audit to obtain sufficient, appropriate
evidence to provide a reasonable basis for our findings and conclusions based on our audit
objective(s). We believe that the evidence obtained provides a reasonable basis for our findings
and conclusions based on our audit objective.
9
Internal Controls
Internal control is a process adopted by those charged with governance and management,
designed to provide reasonable assurance about the achievement of the organization's mission,
goals, and objectives with regard to
• Effectiveness and efficiency of operations,
• Reliability of financial reporting, and
• Compliance with applicable laws and regulations.
Internal controls comprise the plans,policies,methods, and procedures used to meet the
• organization's mission, goals, and objectives. Internal controls include the processes and
procedures for planning, organizing, directing, and controlling program operations as well as the
systems for measuring, reporting, and monitoring program performance.
Relevant Internal Controls
We determined that the following internal controls were relevant to our audit objective:
• Controls over program operations to reasonably ensure that the program meets its
objective(s),
• Controls over relevance and reliability of operational and financial information, and
• Controls over compliance with laws and regulations.
We assessed the relevant controls identified above.
A deficiency in internal control exists when the design or operation of a control does not allow
management or employees, in the normal course of performing their assigned functions, the
reasonable opportunity to prevent, detect,or correct (1)impairments to effectiveness or
efficiency of operations, (2)misstatements in financial or performance information, or(3)
violations of laws and regulations on a timely basis.
Significant Deficiency
Based on our review, we believe that the following item is a significant deficiency:
• The City did not ensure that it charged supported and eligible expenditures to the HOME
program(finding).
10
Appendixes
Appendix A
Schedule of Questioned Costs and Funds To B_ a Put to Better Use
rf. .i ' 7-- ,,-, �a F d ti y B a Funds'to b �pu.t
Reco:mmendahpri Unsu ooted 21
n F ` inehgibl It:, Pp ,,"1* '
, number ' " �` ft t to-better use 3/
, - -�' F�... _.-� Y, a -- 1
1A $379,547
1B $362,723
1C $300,278
Totals , $379,547 $362,723 $300,278 .
1/ Ineligible costs are costs charged to a HUD-financed or HUD-insured program or activity
that the auditor believes are not allowable by law; contract; or Federal, State, or local
policies or regulations.
2/ Unsupported costs are those costs charged to a HUD-financed or HUD-insured program
or activity when we cannot determine eligibility at the time of the audit. Unsupported
costs require a decision by HUD program officials. This decision, in addition to
obtaining supporting documentation, might involve a legal interpretation or clarification
of departmental policies and procedures.
3/ Recommendations that funds be put to better use are estimates of amounts that could be
used more efficiently if an Office of Inspector General (OIG) recommendation is
implemented. These amounts include reductions in outlays, deobligation of funds,
withdrawal of interest, costs not incurred by implementing recommended improvements,
avoidance of unnecessary expenditures noted in preaward reviews, and any other savings
that are specifically identified. In this instance, if the City implements recommendation
1 C, funds will be available for other eligible activities consistent with HOME
requirements.
11
•
Appendix B
Auditee Comments and OIG's Evaluation •
Ref to OIG Auditee Comments
Evaluation
AIAMI BEACH
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1.
May 13,2010 1.
Ms.Nikita N.from
• Regional Inspector General for Audit
U,S.Copt.of Mousing and Urban Govatopme rt
Office of Inspector General
Richard B,Russel Federal Building
75 Spring Street,SW,Room 330
Atlanta,GA 30303-3388
RE Graff Report Audit letter bated April 211 2018
Gear Ms.irons: •
We are in receipt of your Craft Report Audit Letter.Below,please find our canto rb to your
finding*.
010 Finding:The City did not amain that It charged supported end eligible cost*to the
HOME Program:
Actlyity Na31:
The City concurs with GIG that certain arpanditures totaling$361,408 represent tunas premed
Comment 1 Ioibfarm&CHOO_T[ieseespen:haveswereroteupportedby"-ItoentdawmantmonofYr"
•
supported by documentation,but funds were oapanded prior to the execution of the;soled
agreement.
The City is curanfy unable to provide any additional documentation to supplement the
• documentation presented et the time of the audit However,the City Is wodning with MBCOC to
aoquke documentation from Miami Boach Community C rnraricos SMBCC),a spinoff ornately
from MBCOC,which acted as the easaactor on me project and can possibly conerm the
eortplstbn of work-in support of the emendibree.
llcttvite seas:
Comment 2 The Cityconwnwith010thatcerte fiexpenditurestotaling3299.722represwdfundapradded
to its former CHOO.These cosendifures mate rat Supported bysu8 dentdocurrendtlioearwere
supported by doeumeraatnn,but funds were expended prior to me execution of the project
agreement Furthermore,additional unespendad funds tetafng 3300,278 twain cmttneeed to
the incomplete project.
The City is unable to provide any additional documentation to euppiemert the documentation •
presented at the time of the audit The City already recaptured 5219,198 of this unaapended
funds and rwtbcetod them to the London House Apartments Project.trough Commesbn
Resolutions No.2014-28470 and No.2014-25536.Staff well take action to recapture the
remenlnq balance end cancel the project in IOiS.
iv.as arflly ryaecYl1 v.vv s7 WM 1744 nJ'e.ti.w,K+I,nV sole r; 'l.',.nit
•
•
12
The Crty concurs•aith 010 that certain ozW rxfitures totaling 333,080 raprorar4 funds pravded
Comment 3 for City HOME Program administrative costs Mal are not supported by regrned source
dowryeritaton,!_ �_----
the City Is unable to provide any additional dxurnerhatlon to supplement the documentation
presented at the tone of the audit
Activity 8800:
• the Coy concurs with 010 that certain expenditures totaling 328,080 represent lands provided
Comment 3 to the Cage former CHDO for operating expenses that are not supported by required Acura
docementation.
the City Is unable to provide any additional docurnerf Lion to supplement the documentation
pesen ed at the lime of the audit
910 RECOMMENDATIONS:
Comment 4 Recommendation:The City a required to reimburse HUD for 3379,547 In nreigbo costs
related to acts v;lea 831 and 843 from nen•Federal funds.
Clty Resoonag:The City would request that the reimbursement to HUD for activity 831 come
Comment 2 from u future HOME Program allocations over a span of three(3)fuel years,
t Recammendatlo4:The City Is required to provide supporting documentation or reimburse as
program for 3362,723 in unsupported axpendhures relotad to activities 831,747,and 800 from
non-federal funds,
City Response:The City la unable to provde additional documentation to stmplement the
Comment 5 documentation presented Oche time of the audit,and therofora a chnowledgos Chatdrrrug r!pay
the funds to HUD.The City would request that the reimbursement to HUD for these activities
come from its future HOME Program allocatons over the span of three(3)heel years.
Recommendation:The City is required to recapture the remaining balance of 3300,278
allocated to the stalled Barcay Apartment activity 843.
Comment 2 City Response: The City at-curdy recaptured 3219,108 of the unexpended funds and
reaiocated them to the London Howse Apartments Project,through Ctmrrofsdon Resoldona
No.201428478 and No.201428536.Staff will take action to recaphae the rem einlrig balance
and cancel the project in IDIS,
We are grateful for your efforts throughout the audit process and the protozoionatant of your
teem.We assure you that the City wta continue to take the necessary steps to ensure Vial our
program operates Ina manner that is fully comptarit wadi at HUD regulations and roqui onterta-
Thant you for the opportunity to wort your audit draft ff you have arty quastions,please
contact rye 414305)873.6491,or at maripruafilr,iornibtachfl floe.
Sincerely,
Ma Director
o: Jimmy L-Morales,City Manager
Kathie G.Brooks,Asst City Mgr. •
13
OIG Evaluation of Auditee Comments
Comment 1 The City agreed with OIG's results that expenditures of$381,408 were not
supported by sufficient documentation or funds were expended prior to the
execution of the agreement for activity 831. The City said that it was not able to
provide additional documentation but is trying to confirm the completion of work
in support of the expenditures.
We acknowledge the City's effort to confirm the completion of work. However,
the City needs to ensure that the program was not overcharged and costs were
reasonable and allowable. However, the City also needs to provide
documentation supporting the agreed upon services in accordance with 24 CFR
92.508(a)(3(ii). The City should provide HUD with any additional documentation
or provide proof of repayment during the audit resolution.
Comment 2 The City concurred with the audit results and indicated that it was not able to
provide additional documentation supporting the expenditures for activity 843.
The City further acknowledged that unexpended funds of$300,278 remain
committed to this incomplete project. The City said it has recaptured $219,198
and allocated this amount to the London House Apartments project. The City
stated that it will take action to recapture the remaining balance and cancel the
project in IDIS.
We acknowledge the City's effort to recapture the $219,198; however, the City
did not provide documentation supporting that it recaptured and reallocated the
funds. Therefore, it should provide HUD with documentation supporting that the
amount was adequately recaptured and reallocated to the London House
Apartments project. In addition, the City should provide HUD with
documentation supporting that it recaptured and reallocated the remaining amount
of$81,080, to an eligible activity, and updated IDIS accordingly.
Comment 3 The City agreed that administrative costs of$33,060 and CHDO operating
expenses totaling $28,080 were not supported by required source documentation
and is unable to provide additional documentation to supplement the questioned
expenses. Therefore, the City indicated that it will repay HUD, see comment 5
We acknowledge the City's agreement and willingness to repay the questioned
costs. The City should provide HUD with proof of repayment during the audit
resolution.
Comment 4 The City requested that reimbursement to HUD for activity 831 come from the
City's future HOME program allocations over a span of three fiscal years.
We acknowledge the City's request to repay$79,825 for activity 831;however, it
also needs to reimburse HUD $299,722 for activity 843 since it will not be
meeting the HOME program objective. HUD will work with the City to
determine whether the City's repayment request is viable.
14
Appendix C
List of Vouchers for Barclay Apartments Rehab -Activity 843
tir"Y j Vouche � � r,
��� mount
Douche umber
�.x 1 create +F „
5599708 8/27/2013 $50,782
5335989 10/11/2011 $46,458
5615027 10/9/2013 $44,228
5370849 1/4/2012 $42,590
5635861 . 12/10/2013 $35,880,
5596790 8/19/2013 $35,250
5663840 3/4/2014 $22,422
5485916 10/12/2012 $22,112
oial 4; s&$299722 ;
A..:.2:02--004---70-A,t:ei .'`„<,
16
•
IIIIIIIIIIII
4 INSPECTOR GENERAL
. _ 1 UNITED STATES DEPARTMENT OF • i
I .
r 1I P ! HOUSING AND URBAN DEVELOPMENT �m
'� _ , er r . :
_-.rn H _-+ II 0. ,;1.- � � 71,-------5-----
..
I- ,--rr 1 P--12• _ =�''�4
r.---ii - .. ._. 77 :•11-11.
_-' ^
•
City of Miami Beach, Miami, FL
Community Development Block Grant Program
Office of Audit, Region 4 Audit Report Number: 2016-AT-1007
Atlanta, GA June 22, 2016
A OFFICE of*•;?
INSPE* CTOR GEN ERAL'
dir
To: Ann D. Chavis, Director of Community Planning and Development, Miami Field
Office, 4DD
From: Nikita N. Irons, Regional Inspector General for Audit, Atlanta Region, 4AGA
Subject: The City of Miami Beach Did Not Always Properly Administer Its CDBG
Program
Attached is the U.S. Department Of Housing and Urban Development (HUD), Office of Inspector
General's (OIG) final results of our review of the City of Miami Beach's administration of the
Community Development Block Grant program.
HUD Handbook 2000.06, REV-4, sets specific timeframes for management decisions on
recommended corrective actions. For each recommendation without a management decision,
please respond and provide status reports in accordance with the HUD Handbook. Please furnish
us copies of any correspondence or directives issued because of the audit.
The Inspector General Act, Title 5 United States Code, section 8M, requires that OIG post its
publicly available reports on the OIG Web site. Accordingly, this report will be posted at
http://www.hudoig.gov.
If you have any questions'or comments about this report, please do not hesitate to call me at 404-
331-3369.
Audit Report Number: 2016-AT-1007
**OFFICE f**. Date: June 22,2016
INSPECTOR GENERAL.
",=;°'f` , • The City of Miami Beach Did Not Always Properly Administer Its CDBG
,44,,,f7 Program
Highlights
What We Audited and Why
We audited the City of Miami Beach's Community Development Block Grant(CDBG) program
in accordance with our annual audit plan because it had projects overseen by the same
administration questioned in our audit of the City's HOME Investment Partnerships Program'.
In addition, the U.S. Department of Housing and Urban Development's Miami Office of
Community Planning and Development ranked the City as high risk in its 2015 risk assessment.
Our objective was to determine whether the City ensured that the drawdowns of CDBG funds
were supported and allowable.
What We Found
The City did not always comply with CDBG requirements. Specifically, it did not ensure that
drawdowns were properly supported and allowable for seven activities. This condition occurred
because the City lacked due diligence when administering its CDBG.activities. As a result, it
charged $336,150 in questioned costs to the CDBG program.
What We Recommend
We recommend that the City (1)provide supporting documentation or reimburse its program for
$227,587 in unsupported expenditures from non-Federal funds and (2) reimburse its line of credit
for $108,563 used for ineligible costs from non-Federal funds.
' HUD OIG issued audit report 2016-AT-1006 on June 17,2016,for the City of Miami Beach's administration of
the HOME Investment Partnerships Program.
Table of Contents
Background and Objective 3
Results of Audit 5
Finding: The City Did Not Ensure That It Charged Supported and Eligible
Expenditures to the CDBG Program 5
Scope and Methodology 9
Internal Controls 11
Appendixes 12
A. Schedule of Questioned Costs 12
B. Auditee Comments and OIG's Evaluation 13
2
Background and Objective
Authorized under Title I of the Housing and Community Development Act of 1974, Public Law
93-383, as amended, the Community Development Block Grant(CDBG)program is a flexible
program that provides communities with resources to address a wide range of unique community
development needs. The U.S. Department of Housing and Urban Development (HUD) awards
annual grants to entitlement community recipients to develop viable communities by providing
decent housing and a suitable living environment and by expanding economic opportunities
principally for low- and moderate-income persons. An activity that receives CDBG funds must
meet one of three national objectives:
• Benefit low- and moderate-income families,
• Aid in the prevention or elimination of slums or blight, or
• Meet community development needs having a particular urgency.
The City of Miami Beach was incorporated as a municipal corporation on March 26, 1915, and
was created by the Florida Legislature, Chapter 7672, Laws of Florida(1917). The City is
governed by an elected mayor and six commissioners and operates under a commission-manager
form of government.
The City's Office of Housing and Community Services,formerly known as the Office of Real
Estate, Housing, and Community Development,'is responsible for administering State and
Federal programs, such as the HOME Investment Partnerships Program, CDBG, the State
Housing Initiatives Program, and other special initiative programs targeted at income-eligible
recipients and frequently relating to housing opportunities. Its mission is to develop and
maintain a viable urban community by leveraging Federal funds with other funds to carry out
housing and community development programs.
The City is an entitlement grantee that receives annual allocations of CDBG funds. In fiscal
years 2010 through 2015, HUD allocated more than $7 million in CDBG funds to the City.
Over the past 3 years, the City has been addressing shortcomings identified in its 2013 internal
review of its projects and operations. This review began after the City dismissed its former
office director in May 2013. The City's internal review found fiscal and operational
discrepancies,particularly in its dealings with its former subrecipient, the Miami Beach
Community Development Corporation. These issues included instances of noncompliance with
Federal requirements, especially insufficient support for expenditures and inadequate monitoring
of HUD-funded projects. During this review, some City and Corporation staff members were
dismissed or resigned. The City had replaced its director and most of its staff and suspended the
2 In 2013,shortly after the former department director was dismissed,the office was reorganized and named the
Office of Housing and Community Services.
3
Corporation's HOME community housing development organization status. City staff indicated
that the City had stopped all advance payments to this subrecipient and recaptured any remaining
funds awarded. Further, the City said that it had improved its operations, which included
revising its process directives, forms, and policies and procedures. Additionally,.in an effort to
safeguard the City's interest and stability of the tenants, the City had acquired four HUD-funded
properties from the Corporation.
This audit was a spinoff of our review of the City's HOME audit, which found questionable
costs associated with properties administered by the Corporation. Since the Corporation also
received CDBG funding for some of the activities reviewed under the HOME audit, we reviewed
these same activities. The objective of this audit was to determine whether the City administered
its CDBG program in accordance with applicable Federal requirements. Specifically, we wanted
to determine whether the City ensured that drawdowns of CDBG funds used for four properties
also funded with HOME funds were in accordance with applicable Federal requirements and
were allowable and supported.
4
Results of Audit
Finding: The City Did Not Ensure That It Charged Supported and
Eligible Expenditures to the CDBG Program
The City did not ensure that it charged supported and eligible expenditures to the CDBG
program. This condition occurred because the City lacked due care when administering its
CDBG activities. As a result, it charged $336,150 in questionable costs to the CDBG program.
Questionable Costs
The City did not ensure that expenditures for seven activities were adequately supported and
eligible. Regulations at 24 CFR(Code of Federal Regulations) 85.20 require that accounting
records be supported by source documentation, such as canceled checks, paid bills, payrolls, time
and attendance records, contracts, etc.
The City charged questionable project costs of$336,150 for seven activities reviewed. See the
table below.
Costs with ii ; Total
Voucher 1DIS* Unallowable
Activity name i; inadequate !; questioned
number activity# I costs
�' documentation ! costs.
The Corporation's
5120349 766 Allen House $100,698 $100,698
Apartments
Rehabilitation
The Corporation's
5554632 892 Rehabilitation of the $ 8,500 $ 8,500
London House
Apartments
The Corporation's
5460676 Rehabilitation of the $19,248 $ 19,248
871 Barclay Apartments
The Corporation's
5560044 Rehabilitation of the $ 5,505 $ 5,505
Barclay Apartments
City of Miami Beach
5780517 932 Barclay Apartments $75,310 $ 75,310
Acquisition
5517524 The Corporation's $ 24,393 $ 24,393
885 Multifamily Housing
5509695 The Corporation's $ 18,832 $ 18,832
Multifamily Housing
5382277 - The Corporation's $ 23,503 $ 23,503
5
857 Multifamily Housing
5459775 The Corporation's $ 20,653 $ 20,653
Multifamily Housing
The Corporation's
5334722 Multifamily Housing $ 20,865 $ 20,865
815 The Corporation's
5262221 643
Multifamily Housing $ 18,643 $ 18,
Total $227,587 $108,563 $336,150
* IDIS=Integrated Disbursement and Information System is a HUD system that allows grantees to request grant funding from
HUD and reports on what is accomplished with these funds.
Activity 766— Voucher 5120349 for the Corporation's Allen House Apartments Rehabilitation
The City provided $159,684 in CDBG funds to the Corporation to renovate the façade of the
Allen House Apartments. For this activity, the City did not provide sufficient documents to
support expenditures of$100,698. It provided a payment request letter and forms. However, it
did not provide the invoices and canceled checks from the Corporation to the vendors to validate
the expenditures as required by 24 CFR 85.20. As a result, $100,698 was unsupported.
Activity 892— Voucher 5554632 for the Corporation's Rehabilitation of the London House
Apartments
The City provided CDBG funds to the Corporation to rehabilitate the London House Apartments.
For this activity, the City paid for underwriting fees that were not included in the subrecipient
written agreement. Regulations at 24 CFR 570.503 require that grantees have written
agreements in effect with each subrecipient before giving out any CDBG funds. The regulations
require that the written agreements describe the work to be performed, a schedule for completion
of the work, and a budget. The budget in the agreement specified that the CDBG funds would
pay for construction, architectural, and engineering fees but did not include underwriting fees.
Therefore, $8,500 in underwriting fees was unallowable.
Activities 871 and 932—Acquisition and Rehabilitation of the Barclay Apartments
The City used $100,063 in CDBG funds for the acquisition and rehabilitation of the Barclay
Apartments (vouchers 5460676, 5560044, and 5780517). Our review of$94,558 for activities
871 and 932 showed costs totaling $19,248 that did not have adequate documentation to support
the expenditures.
In addition, the City stated that for these activities, it did not plan to meet the national objective
of benefitting low- and moderate-income households at 24 CFR 570.208(a)(3) and would,
therefore, need to repay HUD all CDBG funds spent for these activities. This condition occurred
because the City stated that it did not have the financial capacity to complete the rehabilitation
and maintain it as affordable housing. In January 2015, the City obtained title to the Barclay
Apartments from its former subrecipient because it was at risk of loss as a result of the
subrecipient's organizational problems. Therefore, the City planned to release a request for
proposals for a private developer with the experience and resources to rehabilitate and operate
the building. The building would be developed as workforce housing for residents earning 120
6
to 140 percent of area median income, which is over CDBG's income limit, and employed in the
public safety, education, and municipal sectors.
Given its current status, these activities should be immediately canceled because the City (1)
stated that it did not have the financial capacity to complete the project and (2) did not plan to
meet the CDBG low- and moderate-income national objective. HUD had no assurance that the
Barclay Apartments project would fully meet the program objectives and provide the intended
benefits. As a result, all CDBG funds drawn down for this project($100,063 for activities 871
and 932) should be returned to its line of credit and made available for other eligible CDBG
activities.
The Corporation's Multifamily Housing Activities (815, 857, and 885)
The City awarded the Corporation funds to cover the delivery costs for the rehabilitation
administration of six rental buildings. It did not have adequate documentation to support
$126,889 in delivery costs for activities 815, 857, and 885. The City provided expense reports
for the administration and operations of the Corporation. However, it did not provide invoices,
timesheets, or canceled checks in accordance with 24 CFR 85.20 to support these reports. In
addition, the City was not able to relate these costs to the rehabilitation activities being carried
out. Activity delivery costs are allowable if the costs are incurred for implementing and carrying
out eligible CDBG activities authorized under 24 CFR 570.201-570.204. Therefore, the
$126,889 drawn down was not supported. According to HUD's Integrated Disbursement and
Information System and the subrecipient agreements, the costs for these activities included
delivery costs for the Barclay Apartments. As indicated in the section above, the Barclay
Apartments project would not meet the national objective; therefore, the delivery costs would be
unallowable. Regulations at 24 CFR 570.200(a)(2) indicates that activity delivery cost is
allocable to an activity if it also meets a national objective. The City should identify the portion
of the $126,889 that is for the Barclay Apartments project and consider that amount unallowable.
Reasons for Deficiencies
The conditions described above occurred because the City lacked due diligence when
administering its CDBG activities. The City did not know the reason for the deficiencies
because they generally occurred during the previous administration. Since discovering
operational and financial deficiencies in 2013, caused by the prior administration and former
subrecipient, the City had taken steps to improve its operations, such as
• Dismissing its former department director and reorganizing the department;
• Revising its controls and processes, such as requiring specific documents to support its
reimbursements and improving its record retention policies; and
• Hiring more staff members to oversee the program.
Since the review was limited to the projects that were related to the former subrecipient, we
encourage HUD to confirm that the City has implemented its revised policies and procedures
throughout its CDBG program.
7
Conclusion
The City did not ensure that it charged supported and eligible expenditures to the CDBG
program. This condition occurred because the City lacked due diligence when administering its
CDBG activities. As a result, it charged $336,150 in questioned costs to the CDBG program.
Recommendations
We recommend that the Director of the Miami Office of Community Planning and Development
require the City to
1A. Provide supporting documentation or reimburse its program for$227,587 in unsupported
expenditures from non-Federal funds.
1B. Reimburse its line of credit for$108,563 in ineligible costs from non-Federal funds.
We recommend that the Director of HUD's Miami Office of Community Planning and
Development
1C. Confirm that the City has implemented its revised written policies and procedures
throughout its CDBG program.
8
Scope and Methodology
We performed our review from January through April 2016 at the City's Office of Housing and
Community Services located at 555 17th Street, Miami Beach, FL, and other sites as necessary.
Our review covered the period January 1, 2010, through November 30, 2015, and was expanded
as needed to achieve our objective.
To accomplish our objective, we
• Reviewed applicable laws and regulations;
• Reviewed applicable City policies and procedures;
• Reviewed monitoring, independent public accountant, and IDIS reports;
• Reviewed the City's financial records, program activity files, and other supporting
documentation; and
• Interviewed HUD and City staff.
Our review of the City's HOME program found that the City charged questionable costs. Most
of these issues involved the Miami Beach Community Development Corporation. Since the
Corporation also received CDBG funding for some of the activities reviewed under the HOME
audit, we reviewed these same activities. These activities involved the rehabilitation or
acquisition of the Allen House Apartments, Barclay Apartments, London House Apartments, and
Neptune Apartments.
According to IDIS, the City drew down approximately $1 million in CDBG funds related to the
four properties reviewed during our scope period of January 1, 2010, through November 30,
2015. Based on high dollar amount and most current drawdowns, we selected six transactions
with expenditures of$817,768, or 81.18 percent of CDBG funds drawn for the four properties.
Current staff had concerns with three activities related to delivery costs involving the
Corporation. Specifically, the City was concerned with the purpose and outcome of these
activities. As a result, we expanded our review and selected six additional transactions with
expenditures of$126,889. Overall, we reviewed 12 transactions with expenditures of$944,657.
We did not perform a 100 percent selection. The results of this audit apply only to the items
reviewed and cannot be projected to the universe of activities.
9
Computer-processed data generated by the City were not used to materially support our audit
findings, conclusions, and recommendations. Thus, we did not assess the reliability of these
computer-processed data.
We conducted the audit in accordance with generally accepted government auditing standards.
Those standards require that we plan and perform the audit to obtain sufficient, appropriate
evidence to provide a reasonable basis for our findings and conclusions based on our audit
objective(s). We believe that the evidence obtained provides a reasonable basis for our findings
and conclusions based on our audit objective.
10
Internal Controls
Internal control is a process adopted by those charged with governance and management,
designed to provide reasonable assurance about the achievement of the organization's mission,
goals, and objectives with regard to
• Effectiveness and efficiency of operations,
• Reliability of financial reporting, and
• Compliance with applicable laws and regulations.
Internal controls comprise the plans, policies, methods, and procedures used to meet the
organization's mission, goals, and objectives. Internal controls include the processes and
procedures for planning, organizing, directing, and controlling program operations as well as the
systems for measuring, reporting, and monitoring program performance.
Relevant Internal Controls
We determined that the following internal controls were relevant to our audit objective:
• Controls over program operations to reasonably ensure that the program meets its
objective(s),
• Controls over relevance and reliability of operational and financial information,and
• Controls over compliance with laws and regulations.
We assessed the relevant controls identified above.
A deficiency in internal control exists when the design or operation of a control does not allow.
management or employees, in the normal course of performing their assigned functions, the
reasonable opportunity to prevent, detect, or correct (1) impairments to effectiveness or
efficiency of operations, (2) misstatements in financial or performance information,or(3)
violations of laws and regulations on a timely basis.
Significant Deficiency
Based on our review, we believe that the following item is a significant deficiency:
• The City did not ensure that it charged supported and eligible expenditures to the CDBG
program (finding).
11
Appendixes
Appendix A
Schedule of Questioned Costs
Recommendation
Ineligible 1/
Unsupported 2/
number
1A $227,587
1B $108,563
Totals $108,563 $227,587
1/ Ineligible costs are costs charged to a HUD-financed or HUD-insured program or activity
that the auditor believes are not allowable by law; contract; or Federal, State, or local
policies or regulations.
2/ Unsupported costs are those costs charged to a HUD-financed or HUD-insured program
or activity when we cannot determine eligibility at the time of the audit. Unsupported
costs require a decision by HUD program officials. This decision, in addition to
obtaining supporting documentation, might involve a legal interpretation or clarification
of departmental policies and procedures.
12
Appendix B
•
Auditee Comments and OIG's Evaluation •
•
Ref to OIG Auditee Comments
Evaluation
MIAMI BEACH
0)7 d Miami I h.1/tO ea,„,rnian Ce'rr f1d,p,.Mme e.c:h.Fka:iru 3l l39..a..rtia-iboot)A Ow
CrFi;:r Of HOUSING S CO VAINE Y Ili' (5
353 17 t).,rUoni yx:H 311 N. 136,5;67377,60!.:OW.Ty3.7772 -
May 19.2016
Ma,Nikita N.Irons
Regional Inspector Gereral for Audit •
U.S.Dept.of Housvtg and Urban Development
- Office of Inspector General
Richard B.Russell Federal Bi4lding
76 Spring Street.SW,Room 330
Atlanta,GA 30303-3380
RE Draft Report Audit letter Dated Agra 29.2016
Dear Ms.Irons:
We are In receipt el you Draft Report Audit letter.Below.prase find our comments to your
firMatge.
op Finding:The City did-aetcnawrt that it charged stoteartod and eligible costs to the
•
CPBG Program;
Activity 0766:
Comment 1 f he City concurs with GIG lhat certain expenditures totaling 5100,698 represent funds previded
to its former CHDO to ronovete the facade of the Anon House Apartments.These expenditures
• were not cupported by etfilc',ent documentation.
Tho City is currently unable to provide any additional documentation to supplement the
documentation presented at the time of the audit.However,the City is working with MBCDC to
acquire documentation from MI:snl Beath Community Contractors(hMBCC),a spinoff company
from MBCDC,which acted as the contractor on the protect and can possibly confirm the
comp etion of work In support of the expenditures.
Activity 9892: .
Comment 2 The Cray concurs with01Gthatcertainexpenditurestotaling38.500representfundsprovidedto
ils tarrn.r CHDO.Those expendtures were unallowatto cc01e as they were not part of the scope
of work.
The City is unable to provide any additional documentation to supplement the documentation
•-presented at the time of the audit thet Justifies charging urdonvt iting fees to the project.
Comment 3 Activities 6671 and 932; •
The City concurs with 010 that certain expenditures totaling 5100,C63 represent funds provided
for the acquisition and rehebidtation of the Barday Apartments.Those expenditures were
unallowable as the building will not meet the national objective of benefiting low-to moderate-
income Individuals.
On May 6.2015 the City Commission apprcved Resolution No.2015.79017 to'ASLIB a Request •
for Proposals to tentdy a Public-Private Partnership in order to develop the Barclay Plaza
Apartments as Workforce Housing serving person~earning between 120 to 140 percent of IM .
Rmnwc pa iiq c<LA',mtfi auras 0•9 AA.,0 vr+.1.0 1.�_-ivi unl:sR naa..1...<I i;>co)wool 0000.1 v.
•
•
■
•
13
• area median income and empte/ied in the pubda safety,education and municipal sectors.On
May 11,2018,the City Commission approved tho mlcaae of RFO 201&097-KB seeking a Puglia
-Private Partnership(P3)Consultant to advise the City on its Workforce Horsing Initiative
including the development of the Barclay Plaza.Once the P3 consultant has bean seeded,the
City intends to move forward with the rokraso of a Request for Proposals tar a Public Private .
Partnership to rehabilitate and operate the building,
Cnm nent 4 Activities CB1S,887 and FIBS:
The City concurs with 010 that certain erpendilwes totaling$128,884 mowers funds provided
to the City's formes CNDO to cover de]very casts for the rehabilitation administration of slot rental
. buildings that are not supported by required source dacunenlation.
• The City is unable to provide any additcnal documentation to supprament the documentation
presented at the limo of the audit,in the Audit Lotter,the City was requested to Gentry the
portion of the$128,889 related to the Barclay Apartments project and consider that amount as
una8vdahe_Only AclWity 885 has expenditures related to the Barclay,unfortunately we have
not been able to determine this amount as the reimbursement packages didn't usslgn the cost
per building.
010 RE4OMMENQATION$:
• Recornrttgndation:The City is required to provide euppertmg documentation or reimburse its
Program for 3227,507 in unsupported expenditures rotated to acdvides 708,885.887 end 815
5 from non-Federal funds.
Comment 5 City Response:The City is unable to provide additional documentation to supplement the.
documentation presented at 0:e time of the audit,and therefore acknowledges That II must repay
the funds to HUD.The City would request that the reimbursement to HUD far thew activities
coma from its futtae COB()Program allocations over the span ad throe(3)`ncal years.
•
Recommendatiem The City is required to;cimburse HUD for$108,503 in ineligible costs
related to activities 892,071 and 932 from nonrFedeal funds.
•
City Response:The City would request that the reimbursement to HUD fax these activities
came from its(ultra COBG Program allocations over a span of three(3)fiscal years.
Comment 5 We are grateful for
your efforts throughout the audit pmreis and the prafessiotaat'sm of your
team,We nsauro you that the City will continue to take the necessary steps to ensure that our
program operates Ina mincer that is fully compliant-with all HUD regulations and requirements.
Thank you Aar the opportunity to mvietv your audit draft.If you have any questions,please
contact me at(305)873-0491,or at mariarui_i mlamibdaehn.pay.
9lncerely,.
•
• etinr
•
c: Jirriny L Morales,Ciry Manager
Kathie G.Brooks.Assistant.C.'y Manager
tr'e vas: .- 'ja re.-vito Wntto,! '14}iwm,.;Wirt o.,"a:,eve rearterm ai�.x,xwal Sept a...vne,
•
•
•
14
•
OIG Evaluation of Auditee Comments
Comment 1 The City agreed that it did not have sufficient documentation to support
expenditures of$100,698 for activity 766. The City is working with its
subrecipient to acquire documentation to possibly confirm the completion of work
in support of the expenditures.
We acknowledge the City's effort to obtain documentation to confirm the
completion of work. However, the City also needs documentation to support the
expenditures in order to ensure that the program was not overcharged and costs
were allowable and reasonable in accordance with 24 CFR 85.20. The City
should provide HUD with any additional documentation or provide proof of
repayment during the audit resolution.
Comment 2 The City concurred with OIG that expenditures of$8,500 were not part of the
scope of work for activity 892; therefore, these costs were unallowable. In
addition,the City stated that it was not able to provide supplemental
documentation that justified the underwriting fees charged to the project.
We acknowledge the City's agreement with our finding. Therefore, the City must
provide HUD with proof that it reimbursed its line-of-credit from non-Federal
funds for the unallowable costs during the audit resolution.
Comment 3 The City agreed that expenditures totaling $100,063 are unallowable because the
project will not meet the national objective of benefitting low-to,moderate-income
individuals. The City plans to develop the Barclay Plaza as Workforce Housing
that would serve persons earning between 120 to 140 percent of the area median
income, which is over CDBG's income limit.
We acknowledge the City's agreement with our finding. As a result of this
project not meeting the required national objective, the City must provide proof to
HUD that it reimbursed its program from non-Federal funds, all funds expended
for this project, including the $100,063 for activities 871 and 932.
Comment 4 The City agreed that it was not able to provide adequate documentation to support
delivery costs of$126,889 for activities 815, 857, and 885. In addition, the City
stated that only activity 885 had expenditures related to the Barclay Apartments
project. However, it was difficult to identify the portion of the $126,889 related
to this project since the reimbursement packages did not assign costs per building.
We acknowledge the City's agreement with our finding. Thus, the City must
provide HUD with proof that it reimbursed its program $126,889 for unsupported
costs from non-Federal funds during the audit resolution.
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Comment 5 The City agreed with the questioned costs and requested that reimbursement to
HUD for unsupported costs of$227,587 and ineligible costs.of$108,563 come
from the City's future CDBG program allocations over a span of three fiscal
years.
We recognize the City's willingness to repay $227,857 in unsupported costs and
$108,563 in ineligible costs through a future grant reduction; however, HUD will
work with the City to determine whether this option is viable.
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