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Audit - 1978 CITY OF SALINA Salina, Kansas COMMUNITY DEVELOPMENT BLOCK GRANT FUNDS REPORT ON EXAMINATION December 31, 1978 KENNEDY AND COE Certified Public Accountants Salina - Kansas Exhibit A-l Exhibit A-2 Exhibit A-3 Exhibit A-4 Exhibit B-1 Exhibit B-2 Exhibit B-3 Exhibit B-4 CITY OF SALINA Salina, Kansas COMMUNITY DEVELOPMENT BLOCK GRANT FUNDS TABLE OF CONTENTS Page ACCOUNTANTS' REPORT 1 STATEMENT OF SOURCE AND STATUS OF FUNDS, PROGRAM YEAR 1975 2 STATEMENT OF SOURCE AND STATUS OF FUNDS, PROGRAM YEAR 1976 3 STATEMENT OF SOURCE AND STATUS OF FUNDS, PROGRAM YEAR 1977 4 STATEMENT OF SOURCE AND STATUS OF FUNDS, PROGRAM YEAR 1978 5 STATEMENT OF PROGRAM COSTS - PROGRAM YEAR 1975 6 STATEMENT OF PROGRAM COSTS - PROGRAM YEAR 1976 7 STATEMENT OF PROGRAM COSTS - PROGRAM YEAR 1977 8 STATEMENT OF PROGRAM COSTS - PROGRAM YEAR 1978 9 ACCOUNTANTS' COMMENTS 10-13 Table of Contents KENNEDY AND COE MEMBERS CERTIFIED PUBLIC ACCOUNTANTS OFFICES IN KANSAS SALINA CONCORDIA G~EAT BEND COLBY GOOD LAND WICH ITA OF AMERICAN INSTITUTE OF CERTlF'IED PUBLIC ACCOUNTANTS The Mayor and The Board of City Commissioners: We have examined the Statements of Source and Status of Funds and the Statements of Program Costs applicable to the following described Community Development Grant pro- grams of the City of Salina, Kansas, for the period ended December 31, 1978. Program Year Community Development Grant Number 1975 1976 1977 1978 B-75-HN-20-00l5 B-76-HN-20-00l5 B-77-HN-20-00l5 B- 78-HN-20-00l5 Our examination was made in accordance with the prescribed auditing standards and audit requirements set forth in the Department of Housing and Urban Development's Audit Guide and Standards for Community Development Block Grant Recipients and accordingly included such tests of the accounting records and such other auditing procedures as we considered necessary in the circumstances. In our opinion, the accompanying statements present fairly the disposition and sta- tus of the Community Development funds at December 31, 1978, in conformity with generally accepted accounting principles applied on a consistent basis and the re- quirements of HUD. Further, costs incurred are eligible under the Grant Agreement and are in accordance with Federal Management Circular (FMC) 74-4. We have also reviewed compliance and internal control matters in accordance with the provisions of the HUD audit guide for the Community Development Block Grant Program, and have included applicable comments on pages 11 to 13. Respectfully submitted, Salina, Kansas May 23, 1979 ;f~~~ -1- CITY OF SALINA Salina, Kansas Exhibit A-l COMMUNITY DEVELOPMENT BLOCK GRANT FUNDS Program Year 1975, CDBG No. B-75-HN-20-00l5 STATEMENT OF SOURCE AND STATUS OF FUNDS June 5, 1975, to December 31, 1978 Grant Amount Total Program Year 1975 funds allocated to recipient Less - Unobligated funds reprogrammed to Program Year 1977, No. B-77-HN-20-00l5 $695,000.00 363,000.00 Total adjusted Program Year 1975 resources Less - Total Program Year 1975 funds drawn down by recipient _ Net of repayment 332,000.00 332,000.00 Funds still available from HUD - Program Year 1975 Total Program Year 1975 funds drawn down by recipient Program income applicable to Program Year 1975 332,000.00 Total Program Year 1975 funds received Funds applied to Program Year 1975 costs - Exhibit B-1 Total Program Year 1975 funds held by recipient Total Program Year 1975 funds available for disposition $ 332,000.00 332,000.00 -2- CITY OF SALINA Salina, Kansas Exhibit A-2 COMMUNITY DEVELOPMENT BLOCK GRANT FUNDS Program Year 1976, CDBG No. B-76-HN-20-00l5 STATEMENT OF SOURCE AND STATUS OF FUNDS June 5, 1976, to December 31, 1978 Grant Amount Total Program Year 1976 funds allocated to recipient Less - Unobligated funds reprogrammed to Program Year 1977, No. B-77-HN-20-00l5 $695,000.00 46,375.00 Total adjusted Program Year 1976 resources Less - Total Program Year 1976 funds drawn down by recipient 648,625.00 536,334.27 Funds still available from HUD - Program Year 1976 112.290.73 Total Program Year 1976 funds drawn down by recipient Program income applicable to Program Year 1976 536,334.27 Total Program Year 1976 funds received Funds applied to Program Year 1976 cos ts - Exhibit B-2 Total Program Year 1976 funds held by recipient Total Program Year 1976 funds available for disposition 536,334.27 536,334.27 $112.290.73 -3- CITY OF SALINA Salina, Kansas COMMUNITY DEVELOPMENT BLOCK GRANT FUNDS Program Year 1977, CDBG No. B-77-HN-20-00l5 STATEMENT OF SOURCE AND STATUS OF FUNDS June 5, 1977, to December 31, 1978 Total Program Year 1977 funds allocated to recipient Add - Unobligated funds reprogrammed from Program Year 1975, No. B-75-HN-20-0015 Program Year 1976, No. B-76-HN-20-00l5 prior program years $363,000.00 46,375.00 Add - Surplus from urban renewal settlement Project No. KS A-8 Project No. KS R-29 Total adjusted Program Year 1977 resources Less - Total Program Year 1977 funds drawn down by recipient Funds still available from HUD - Program Year 1977 Total Program Year 1977 funds drawn down by recipient Program income applicable to Program Year 1977 Total Program Year 1977 funds received Funds applied to Program Year 1977 costs - Exhibit B-3 Total Program Year 1977 funds held by recipient Total Program Year 1977 funds available for disposition 73,141.00 133,814.00 Exhibit A-3 Grant Amount $ 695,000.00 409,375.00 206,955.00 1,311,330.00 704,556.30 606.773.70 704,556.30 49,976.00 754,532.30 704,641. 62 49.890.68 $ 656.664.38 -4- CITY OF SALINA Salina, Kansas Exhibit A-4 COMMUNITY DEVELOPMENT BLOCK GRANT FUNDS Program Year 1978, CDBG No. B-78-HN-20-00l5 STATEMENT OF SOURCE AND STATUS OF FUNDS June 5, 1978, to December 31, 1978 Grant Amount Total Program Year 1978 funds allocated to recipient Less - Total Program Year 1978 funds drawn down by recipient $452,000.00 Funds still available from HUD - Program Year 1978 452.000.00 Total Program Year 1978 funds drawn down by recipient Program income applicable to Program Year 1978 8,533.87 Total Program Year 1978 funds received Funds applied to Program Year 1978 costs - Exhibit B-4 Total Program Year 1978 funds held by recipient Total Program Year 1978 funds available for disposition 8,533.87 ~533.87 $452.000.00 -5- CITY OF SALINA Salina, Kansas COMMUNITY DEVELOPMENT GRANT FUNDS CDBG No. B-75-HN-20-00l5 Program Year 1975, Program Year Period June 5, 1975, to June 4, 1976 STATEMENT OF PROGRAM COSTS January 1, 1977, to December 31, 1978 Authorized Cos ts Expendi- tures, Period Ended 12-31-78 Expendi- tures, Cumulative to 12-31-78 Program Activity and Related Projects Code Enforcement $ 16,500.00 $ 8,501.20 $ 16,500.00 $ Clearance, Demolition, Rehabilitation (1) Carver Neighborhood Center 1,000.00 1,000.00 1,000.00 Rehabilitation Loans and Grants (1) C D Program area 209,000.00 108,595.00 209,000.00 Planning and Management Development 61,000.00 4,478.27 61,000.00 Administrative 39,500.00 28,977.63 39,500.00 Subtotals 327,000.00 151,552.10 327,000.00 Contingencies and/or Unspecified Local Option Activities 5,000.00 5,000.00 5,000.00 Totals $332.000.00 $156.552.10 $332.000.00 $ Exhibit B-1 Ques- tioned Cos ts -6- CITY OF SALINA Salina, Kansas Exhibit B- 2 COMMUNITY DEVELOPMENT GRANT FUNDS - CDBG No. B-76-HN-20-00l5 Program Year 1976, Program Year Period June 5, 1976, to June 4, 1977 STATEMENT OF PROGRAM COSTS January 1, 1977, to December 31, 1978 Authorized Costs Expendi- tures, Period Ended 12-31-78 Expendi- tures, Ques- Cumulative tioned to 12-31-78 Costs Program Activity and Related Projects Public Works, Facilities, Site Improvements (1) Multi-use neighborhood center (2) Urban renewal project $250,000.00 $226,206.55 $226,206.55 $ 20,136.00 270,136.00 226,206.55 226,206.55 Rehabi1itiation Loans and Grants (1) C D program area 209,000.00 109,000.00 209,000.00 Special Projects for Elderly and Handicapped (1) Senior citizen activity center building improvements 35,000.00 33,934.25 35,000.00 Relocation Payments and Assistance (1) Rehabilitation loan/grant program 50,000.00 Planning and Management Development 30,000.00 26,344.17 26,344.17 Administrative 30,000.00 30,000.00 30,000.00 Subtotals 624,136.00 425,484.97 526,550.72 Contingencies and/or Unspecified Local Option Activities 24,489.00 9,783.55 9,783.55 Totals $648.625.00 $435.268.52 $536.334.27 $ -7- CITY OF SALINA Salina, Kansas Exhibit B-3 COMMUNITY DEVELOPMENT GRANT FUNDS - CDBG No. B-77-HN-20-00l5 Program Year 1977, Program Year Period June 5, 1977, to June 4, 1978 STATEMENT OF PROGRAM COSTS June 5, 1977, to December 31, 1978 Program Activity and Related Projects Public ( 1) Works, Facilities, Site Improvements Construction of Centennial Neighborhood Center $ Construction of Carver Neighborhood Center Lower Indian Rock Park improvements Street improvements - Railroad crossing repairs (2) (3 ) (4) Clearance, Demolition, Rehabilitation (1) Carver Neighborhood Center Rehabilitation Loans and Grants (1) C D program area Provision of Public Services (1) YWCA building improvements for handi- capped accessibility (2) Equipment for existing child care facilities (3) Salvation Army building improvements Payment of Non-Federal Shares (1) Match for Title III winterization grants Planning and Management Development Administrative Subtotals Contingencies and/or Unspecified Local Option Activities Totals 300,000.00 $237,924.00 $ 150,000.00 142,305.68 245,000.00 157,295.79 100,000.00 8,544.95 795,000.00 546,070.42 1,000.00 500.00 Authorized Costs 252,000.00 3,500.00 34,000.00 90,000.00 127,500.00 20,000.00 25,000.00 Expendi- tures, Period Ended 12-31-78 92,200.08 22,357.87 12,387.00 34,744.87 5,469.00 77,000.00 25,657.25 1,297,500.00 704,641.62 63,806.00 Ques- tioned Costs $1.361.306.00 $704.641.62 $ -8- CITY OF SALINA Salina, Kansas Exhibit B-4 COMMUNITY DEVELOPMENT GRANT FUNDS - CDBG No. B-78-HN-20-00l5 Program Year 1978, Program Year Period June 5, 1978, to June 4, 1979 STATEMENT OF PROGRAM COSTS June 5, 1978, to December 31, 1978 Authorized Costs Program Activity and Related Projects Public Works, Facilities, Site Improvements (1) Separation of storm/sanitary sewers $200,000.00 $ Rehabilitation Loans and Grants (1) C. D. program area Expendi- tures, Period Ended 12-31-78 229,000.00 8,533.87 Planning and Management Development 10,000.00 Subtotals 439,000.00 8,533.87 Contingencies and/or Unspecified Local Option Activities 21,533.00 Totals Ques- tioned Costs $ $460.533.00 $8.533.87 $ -9- CITY OF SALINA Salina, Kansas COMMUNITY DEVELOPMENT BLOCK GRANT FUNDS ACCOUNTANTS' COMMENTS December 31, 1978 -10- CITY OF SALINA Salina, Kansas COMMUNITY DEVELOPMENT BLOCK GRANT FUNDS COMMENTS ON COMPLIANCE AND INTERNAL CONTROL We have examined the Statements of Source and Status of Funds and the Statements of Program Costs applicable to the Community Development Grant programs of the City of Salina, Kansas, for the period ended December 31, 1978, and have issued our report thereon dated May 23, 1979. As a part of our examination, we reviewed and tested the City's system of internal accounting control to the extent we considered neces- sary to evaluate the system as required by generally accepted auditing standards. Under these standards, the purpose of such evaluation is to establish a basis for reliance thereon in determining the nature, timing, and extent of other auditing procedures that are necessary for expressing an opinion on the financial statements. Additionally, our examination included procedures necessary in our judgment to de- termine compliance with regulations, policies, and procedures prescribed by HUD, insofar as such compliance review was necessary under the provisions set forth in Paragraph 31 of theHUD Audit Guide for Community Development Block Grant Recip- ients, dated May, 1976. The objective of internal accounting control is to provide reasonable, but not ab- solute, assurance as to the safeguarding of assets against loss from unauthorized use or disposition, and the reliability of financial records for preparing finan- cial statements and maintaining accountability for assets. The concept of reason- able assurance recognizes that the cost of a system of internal accounting control should not exceed the benefits derived and also recognizes that the evaluation of these factors necessarily requires estimates and judgments by management. There are inherent limitations that should be recognized in considering the poten- tial effectiveness of any system of internal accounting control. In the performance of most control procedures, errors can result from misunderstanding of instructions, mistakes of judgment, carelessness, or other personal factors. Control procedures whose effectiveness depends upon segregation of duties can be circumvented by collusion. Similarly, control procedures can be circumvented intentionally by man- agement with respect either to the execution and recording of transactions or with respect to the estimates 'and judgments required in the preparation of financial statements. Further, projection of any evaluation of internal accounting control to future periods is subject to the risk that the procedures may not be adequate because of changes in conditions, and that the degree of compliance with the pro- cedures may deteriorate. Based on our study and evaluation of the City's system of internal accounting con- trol and our review of its compliance with various statutes and regulations, as pre- scribed in Paragraph 31 of the HUD Audit Guide for Community Development Block Grant Recipients, the City has, in our opinion, complied with HUD's statutory and regul- atory requirements except for those conditions described in the "Findings and Recom- mendations" section on the following page. -11- r.---~-----~------ The City does not maintain a detailed listing of current loan and grant balances, although such a listing is available at the financial institution having custody of the savings account. We believe such a listing should be maintained on a current basis by the City to facilitate the collection of past due amounts and provide greater control over the funds. A revision in the City's personnel manual to meet the HUD political activity and personal gain requirements has received approval of the U.S. Department of Housing and Urban Development. We recommended the City develop a system to meet the require- ments of the regulations in our report on examination for the period ended December 31, 1976. -13- FINDINGS AND RECOMMENDATIONS Finding - The City has not reduced amounts requested for payment on Form TFS 7578 by program income received. Condition - We found the City has correctly reported program income on their CDBG applications; however, cash received was not used to reduce requested reimbursements from HUD. Criteria - United States Treasury and HUD policy requires that available funds be $10,000 or less at the time a request for draw down of funds is made. Effect - The City had program funds available of $48,890.68 at Dl'cember 31, 1978, which had not been applied as a reduction of reimbursable program costs. Cause - The sale of real estate received under the closeout agreement of the City's Urban Renewal Fund resulted in program income which was overlooked in deter- mining requests for payment subsequent to August, 1977. Recommendation - We recommend the City reduce their next request for payment by the cumulative amount of program income received. Grantee's Response - They will determine the cumulative amount of program income which should be used to reduce program costs and adjust their next request for payment to correct the error. ALLOCATION OF INDIRECT COSTS Indirect costs were not allocated to the CDBG program during the period under review. OTHER COMMENTS Funds totaling $200,000 applied to the rehabilitation loan and grant programs for 1975 and 1976 were deposited in a separate savings account for the purpose of making loans and grants to qualified individuals. The composition of the assets available at December 31, 1978, for future loans and grants is shown below. Amount Savings account Loans and grants receivable $171,384 47,142 Total $218.526 The total amount available exceeds the $200,000 originally deposited because interest earned on the savings account and loans has been redeposited for use in the program. "^'" -12-