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HomeMy WebLinkAboutMINUTES - 01261999 - C92 CC Housing Authority of the County of Contra Costa TO: BOARD OF COMMISSIONERS FROM: Robert McEwan, Acting Executive Director DATE: Tuesday, January 26, 1999 SUBJECT: RECEIVE AUDIT REPORT DATED DECEMBER 17, 1998 ON THE DRUG ELIMINATION PROGRAM (DEP) FROM U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT OFFICE OF INSPECTOR GENERAL(OIG). SPECIFIC REQUEST(S) OR RECOMMENDATION(S)AND BACKGROUND AND JUSTIFICATION i. RECOMMENDED ACTION: RECEIVE for Commissioner review the U.S. Department of Housing and Urban Development Office of Inspector General Drug Elimination Audit Report dated December 17, 1998. II. FINANCIAL IMPACT: Three years of DEP grants totalling $906,895 were recently audited by the OIG. Certain costs totalling$24,106 were determined by the auditor to be ineligbile. The OIG is recommending to HUD that the Housing Authority return these funds to the grant by re-programing them into the existing Housing Authority Drug Elimination Program grant. The reallocation will be paid from Housing Authority Conventional Budget and Management Fund. III. REASONS FOR RECOMMENDATION/BACKGROUND The Housing Authority has operates a Drug Elimination Program that provides supplementary community policing and drug education activities targeted to public housing developments. This program is funded by the U.S. Department of Housing and Urban Development. The Housing Authority recently received the referenced audit report from the OIG. This report covers DEP activities of the 1994, 1995, and 1996 grants. The DEP program has been funded at the Housing Authority of the County of Contra Costa since 1991. Although the report showed that a high proportion of DEP funds were used for eligible purposes, it notes that a portion (about 3%)of the DEP funds were used for ineligible purposes. Housing Authority staff concurred with some of the findings and took exception to others. The Housing Authority presented its response to the draft audit and this response is included at the end of the audit report included herewith. IV. CONSEQUENCES OF NEGATIVE ACTION: None. --- CONTINUED ON ATTACHMENT: YES SIGNATURE —_ RECOMMENDATION OF EXECUTIVE DIRECTOR RECOMMENDATION OF BOARD COMMITTEE APPROVE OTHER SIGNATURES) . ACTION OF BOARD ON Jasi " 26; 1999 APPROVED AS RECOMMENDED _- OTHER --------- VOTE OF COMMISSIONERS I HEREBY CERTIFY THAT THIS IS A TRUE AND ---UNANIMOUS (ABSENT--- - ® � _ } CORRECT COPY OF AN ACTION TAKEN AND AYES: - NOES: _ _-_-- ENTERED ON THE MINUTES OF THE BOARD OF ABSENT: _ ABSTAIN: COMMISSIONERS ON THE DATE SHOWN. ATTESTED - , 26Y_1999 PHIL BATCHELOR, CLERK OF THE BOARD OF COMMISSIONERS AND COUNTY ADMINISTRATOR a Rp'50 B DEPUTY *s Issue Date December 17, 1938 U ci I Audit Case:Number '" Dort I � 99-SF-209-1002 OFPCE OF I INSPEC70P GENEPAL TO: Joyce Lee, Director, Office of Public Housing, 9APH FROM: Glenn S. garner, District Inspector General for Audit, 9AGA SUBJECT: Housing Authority of the County of Contra.Costa Drug Elimination Program Martinez., California As part of the Inspector General's nationwide review of HUD's drug elimination program, we conducted an audit of that program at the Housing Authority of the County of Contra Costa. The report's four findings present recommendations to improve compliance and effectiveness of the housing authority's drug elimination efforts. Within 60 days, please furnish us a status report on the corrective action taken, the proposed corrective action and the date to be completed, or why action is not considered necessary, for each recommendation. Also, please furnish us with copies of any correspondence issued because of the audit. If you or your staff have any questions, please contact Assistant District Inspector General Mark Pierce at (415)436-8101. Executive Summary We audited the drug elimination program at the .Housing Authority of the County of Contra Costa (HACCC). The audit covered the activities of the 1994, 1995, and 1996 grants through March 31, 1998. The objective was to review how the housing authority managed its drug elimination grants to obtain expected outcomes and determine if grant funds were used in conformance with applicable requirements. Our tests showed that a high proportion of DEP funds were used for eligible purposes. The law enforcement and most of the drug prevention and treatment activities were providing sorely needed resources to the housing authority's most crime ridden housing developments. Further, tests indicated that the sheriff performed fully under its contracts with the housing authority to provide supplemental police services to selected housing developments. (Approximately two-thirds of AEP funding was used for policing.) Nevertheless, we noted that a portion of the DEP funds was used for ineligible purposes. Also, the housing authority made substantial changes to its program without informing Hifi), and its program evaluation and reporting functions need to be substantially improved. Further, its accounting records did not adequately separate activities among its several DEP grants. The HACCC charged ineligible casts totaling $24,106 to Cost Eligibility the DEP grants. The ineligible casts included $14,986 for a summer arts program which did not meet program guidelines, $3,110 for indirect casts, and $6,010 in consulting fees for preparing a grant application. This occurred because responsible officials were not sufficiently knowledgeable of program requirements or were not fully aware of how DEP funds were used. The ineligible charges reduce the amount of funds available for drug elimination activities. The HACCC made substantial changes to its IEP program Pro rano Changes without notifying HUD and obtaining required approval. The changes included redirecting $68,831 earmarked for its prevention and treatment programs to law enforcement and providing $49,078 in services to non-targeted housing developments. This occurred because HACCC staff did not believe that HUD was required to be informed. The changes reallocated funds away from activities and residents targeted-for DEP assistance. Program Evaluation and The HACCC did not adequately evaluate the progress of its Reporting IEP. It' also included some unreliable and incomplete Page iii 99-SF-209-1002 Executive Summary information in its semiannual reports submitted to HUD. This occurred because the housing authority had not placed a priority on these; Functions. As a result, the I-IACCC,' and HUD cannot properly assess the program's effectiveness. The HACCC's accounting records did not distinguish Accounting Records transactions among the DEP grants. This apparently occurred because the housing authority was not aware of the need to maintain this information. As a result, the accounting system does not provide reasonable assurance that expenses and income are matched to the appropriate grant and that grant funds are used in accordance with requirements. HACCC's acting executive director Robert McEwan pro- Auditee Comments vided a written draft response to our preliminary audit con- clusions. We also discussed the audit's conclusions and the response on November 5, 1998 at a meeting with the acting executive director, director of operations, and the acting financial director. The written response is contained in Appendix B. The housing authority generally disputed most of she audit's conclusions, except for ineligibility of the financial audit costs and the grant application preparation fee (discussed in finding 1). Nevertheless, the HACCC gen- erally concurred with the recommendations from the pro- gram evaluation and accounting findings (numbered 3 and 4.) q%SSF-2C`<' 002 Page iv _.. Table of Contents Management Memorandum Executive Summary Introduction Findings 1 Ineligible Costs Were Charged to Grants 3 2 Program. Ganges Were Made 'without Infornning HUD 9 3 The Housing Authority Did Not Adequately Assess or Report on Its DEP 19 4 Accounting Records Need to Identify Individual Transactions to Particular Grants 31 Management Controls 33 .prior Audit Findings 35 Appendices A Schedule of Ineligible and Unsupported Amounts 37 B Auditee Comments 39 C Distribution 47 Page v 99-SF-209-1002 Table of Contents Abbreviations CFR Code of Federal Regulations (a codification of federal requirements) DEP Dr=ag Elimination Program (the federal grant program for eliminating drug-related. crime in public housing) HACCC Housing Authority of the County of Contra Costa (a recipient of drug elimination grants and the subject of this audit) HUD U.S. Department of Housing and Urban Development (the grantor for the drug elimination program) NOl~A Notice of Funding Availability (a public notice that describes procedures for applying for grants and identifies program requirements) DIC Office of Inspector General, U.S. Department of Housing and Urban Development (the organization that performed the subject audit) OMB Office of Management and Budget(the executive agency that establishes uniform federal policies) PAL Police Activities League (a volunteer organization which provides activities and assistance for youth) 99-Sr-209-1002 Page vi Introduction HUD manages the public housing drug elimination program (DEP) to provide grant funds addressing drug-related crime and associated problems in and around public housing developments. The Housing Authority of the County of Centra Costa (HACCC) has received DEP grants from HUD annually since 1990. The 1994, 1995, and 1996 DEP grants to the HACCC The Housing Authority totaled $906,895. As of March 31, 1998, the 1994 and 1995 grant funds were completely drawn Clown and only $32,377 of the 1996 grant had yet to be drawn. The 1994 and 1995 grants called for continuing the drug elimination program at the Las Deltas development in ?forth Richmond, California. This included funding for additional law enforcement and the Project Pride drug intervention and prevention program. The 1996 grant expanded the program to the Bayo 'Nista development in Rodeo, California. The program at Bayo Vista included additional law enforcement and funding for a computer center to be established and operated. HUD continued funding for both Las Deltas and Maya Vista with the 1997 DEP grant. The housing authority was established in 1941. It is governed by a board of commissioners which is the county board of supervisors. The commissioners establish policies and appoint the executive director, who is responsible for policy implementation. HACCC has its central office in Martinez, California. For its fiscal year ended in March 31, 1997, HACCC had federal expenditures totaling $51.1 million. Its largest programs consisted of Section 8 rental certificate ($33.6 million), Section 8 voucher ($6.8 million), low-income housing operations ($4.5 million), and modernization ($2.9 million). The DEP funds disbursed ($307,469) represented less than one percent of the total federal expenditures during the year. As part of a HUD Office of Inspector General (GIG) review The 01G Audit of the drug elimination program, the subject audit is one of several covering different housing authorities" drug elim- Page I 99-SF-209-1002 Introduction ination programs. While OIG's San Francisco office per- formed the audit of the l lousing Authority Of the COUnty of' Contra Costa, OIt3's Boston, Massachusetts office is con- ducting the overall review of the program. Audit Objective and The objective of the audit was to review hove the housing authority managed its drug elimination grants to obtain: Scope expected outcomes and determine if grant funds were spent in conformance with requirements. The audit examined activities of the three drug elimination grants awarded from 1994 to 1996 for the period January 1, 1995 to March 31, 1998. The primary methodologies for the audit included: Consideration of the Dousing authority's management control structure and the assessment of risk, V Tests of selected financial activities and transactions. Analysis of the housing authority's grant applications and reports to IUD on the program's activities. ./ Review of the,Contra Costa County Sheriff Depart- ment's costs to perform under its contracts with the housing authority for additional law enforcement. Interviews of selected housing authority, sheriff depart, mens, and HUD officials, and residents at targeted housing developments. This report reflects our consideration of auditee comments. We obtained and evaluated written comments from the housing authority as well as verbal comments made by its officials on November 5, 1998. We conducted the review in accordance with generally accepted government auditing standards. 99-SF-209-1002 Page 2 Finding 1 Ineligible Costs Were Charged to Grants The HACCC charged ineligible costs totaling $24,106 to the DEP grants. The ineligible costs included $14,986 for a summer arts program which dict not meet program guidelines, $3,1.10 for indirect audit costs, and $6,010 in consulting fees for preparing a grant applica- tion. This occurred because responsible officials were not sufficiently knowledgeable of program requirements or were not fully aware of how DEP funds were used. The ineligible charges reduce the amount of funds available for the drug elimination activities. The notices of funding availability (=UFAs) for the drug Program La Unapproved La 'Youthcked Drug elimination program state "...The dissemination of drug education information, the development of peer leadership Education Component skills, and other drug prevention activities must be a component of youth services." Thus, if any expenditures of DEP funds are made for youth services including recre- ational, cultural, and other activities involving housing au- thority youth,the services must include drug education. In addition, the NOFAs state "...the causes and effects of illegal drug usage must be discussed in a formal setting to provide both young people and adults the working knowledge and skips they need to make informed decisions to confront the potential and immediate dangers of illegal drugs." HACCC charged the 1996 grant $14,986 for a summer arts program for youth that did not include a drug education component. The Arts Alive program, organized by the Arts and Culture Commission of Contra Costa County, was designed to provide art and drama classes to teenage resi- dents of the HACCC housing developments. Classes were held in the summer of 1996 at the Martinez Police Activi- ties League (PAL) Center and at a park in the Bay Point area.. The Arts Alive program did not include drug preven- tion activities or disseminate drug education information to the participants as required. Both the Arts Alive site super- visor and the executive director of the :Martinez PAL ad- vised that they were not aware of the requirement that DEP- funded youth activities provide drug education to partic- ipants. The HACCC director of housing operations, who manages HACCC's DEP, said that funding of the Arts Alive Page 3 99-SF-209-1002 Finding 1 program helped to prevent the use of drugs by keeping the young residents busy during the summer, Nevertheless, the Arts Alive program did not provide drug education to its participants as required by the NOIFA. l°urdher, the pro- gram was not part of the approved grant application and most of the participants did not come from the targeted housing developments with the more serious drug problems. (See Finding 2 - program changes made without informing HUD.) The NOFAs permit only direct costs under this program. Indirect Audit Costs and prohibit indirect costs as defined in OMB Circular A�- Charged to DEI' 87. A-87 defines direct costs as those that can be identified specifically with a particular final cost objective; and indirect costs as those incurred for a common or joint purpose benefiting more than one cost objective, and not readily assignable to the cost objectives specifically bene- fited. Therefore, costs charged to the grants must be incur- red specifically to accomplish DEP objectives. The I-IACCC charged a total of$3,110 to its DEP grants for its financial audits for the fiscal years ending March 31, 1995, 1996, and 1397. This amount represents approx- imately 7.4% of the total audit fees for the three audits. These audits covered the housing authority's overall opera- tions and were incurred for a common purpose not readily identifiable to a specific cost objective. Thus, the audit fees are ineligible as they are indirect costs benefiting the hous- ing authority as a whole. The director of housing operations advised that the allocation of the audit cost was made by the fiscal director. (The fiscal director was not available to comment as she was on extended medical leave during the audit.) The director also advised that she did not review the allocation of the auditing expense to the DEP before it was booked. The NOFAs also do not allow funding for costs incurred DEP Funds Used to prior to the effective date of the grant agreements including Prepare Grant consulting fees related to the development or actual writing Application of a grant application. These charges are also ineligible under subpart 761.15 of Title 24 of the Code of Federal Regulations. Additionally, the NOFAs state that Circular A-87 must be followed in determining the reasonableness and allocability of costs charged to the program. A-87 99-SF-209-1002 Page .................................................................................................................................... Finding I allows grant funds to be used for the preparation of grant proposal costs, but only as indirect costs. Thus, they are also not eligible since indirect costs are prohibited. The HACCC used $6,010 of 1996 DEP funds to pay a consulting firm to prepare the application for the 1996 grant. Since the cost for the preparation of the grant application was incurred prior to the awarding of the grant and is an indirect cost under A-87, it is an ineligible use of DEP funds. The director of Dousing operations said that she was aware that the cost for the grant application was not eligible. She explained that the charge to the 1996 grant was made by the fiscal director who may not have been aware this was inappropriate. Auditee Comments The HACCC concurred that the audit and grant application and OIG Evaluation costs were inappropriately charged to the DEP, but did not concur with the exception with the summer arts program. The HACCC response states that the summer arts program contained a minimal amount of drug education. However, our review of the program did not show any indications of drug education having been provided to the youth participants. The housing authority believes that, since drug education was being provided with its other DEP North Richmond recreation activities, they did not have to provide additional drug education specifically within the summer arts pro- gram. We disagree. The ten-week summer arts program was separate from the other recreation facilities provided to the targeted residents of Las Deltas. Further, the contracted program was held in a different city and the majority of the participants (69%) were not from the original North Richmond and Rodeo target sites. As a result, most of the youth would not have been exposed to any education information that may have been provided as part of the North Richmond recreation program. Page S 99-SF-209-1002 Finding I The housing authority refers to the requirements for midnight basketball and other physical recreation programs. However, these programs have no bearing on the grant requirements for the DEP. In addition, the NOFA criteria referenced by the housing authority do not mitigate the need for drug education. The housing authority is citing passages that list additional DEP prevention requirements. The drug education requirement was to be provided in addition to meeting the criteria noted by the housing authority. The HACCC response implies that the summer arts program was provided at a DEP target site. However, the summer arts program was held in Martinez, an area not identified by HACCC on the DEP applications as a targeted area requiring drag elimination assistance. The housing authority response also implies that all participants were part of the population targeted by the DEP. However, only 31% of the participants were from either of the two sites targeted by the DEP: the Las Deltas housing project in North Richmond and the Mayo Vista housing project in Rodeo. In addition, only the ?`forth Richmond youth were transported to Martinez by the recreation supervisor from a drug-infested community. At the exit conference, the housing authority stated that the recreation supervisor provided drug prevention education and information to the participants from North Richmond. This was performed while he was driving the North Richmond youth from the Las Deltas housing project to Martinez, There was no support available to show that this occurred. The recreation supervisor had previously informed us that he provided drug education to the North Richmond residents every two weeks during group forums held at the Las Deltas recreation facility. It is unlikely that he would have been providing drug education during the transport between North Richmond and Las Deltas. Also, the HACCC's response does not address the other 69% of participants in the program. HACCC states that the drug education component was evident by the North Richmond youth painting a `mural' to a friend of theirs who had been slain (the painting is currently being kept in storage by the housing authority). 99-SF-209-1002 Page 6 _ ......... ......... ......... ......... __ _ _ __ Finding 1 The program coordinator indicated the youth were not instructed to paint an anti-drug theme. During the exit conference with the housing authority, the HACCC indicated that the youth from Martinez and Baypoint received a form of drug education because the instructors in the program acted as role models. This does not constitute sufficient drug education as required, by the NOTA. It requires drug prevention information to be disseminated along with other drug prevention activities. The NOFA also indicates that the causes and effects of illegal drug usage must be discussed in a formal setting to provide both young people and adults the working knowledge and skills needed to make informed decisions to confront the potential and immediate dangers of illegal drugs. Our discussions with the program coordinators indicated they were not even aware that a drug education component was a required part of the program. Thus, we concluded that the youth participants from Bay- point and Martinez did not receive any drug education dur- ing the summer arts program. Also, there was no substan- tive evidence that the North Richmond youth received drug education as part of the summer program. The housing authority took exception to the cause given in the finding. It did not believe the problems arose due to staff not being knowledgeable about program requirements and not knowing how DEI' funds were used. At the exit conference, HACCC officials expressed the belief that the issues concerning the ineligible audit report costs and grant preparation occurred due to an "internal control problem." We agree that there was an internal control problem which led to the inappropriate costs being charged to the grant. However, we also believe that the director of finance was not sufficiently aware of the program. requirements. She was the person primarily responsible for determining where the housing authority's costs would be charged, including amounts charged to the DEIN grant. Although the operations staff knew the audit and application preparation costs should not be charged to the grant, they were unaware that these costs had been charged to the grant. As a result, we believe the cause listed in our finding is consistent with the information available. Page 7 99-SF-209-1002 Finding 1 In addition, we believe that the NOPA clearly indicates that drug education should have been provided as part of the youth recreation program. Since the housing authority believes that this was not required, in our opinion the staff misinterpreted the NOFA requirements. Thus, we con- cluded that they were not sufficiently knowledgeable con- cerning the program requirements. We recommend you: Recommendations 1A. Require the housing authority to return $24,106 and appropriately adjust its accounting records and reports to HUD on status of DEP funds. 113. Require the housing authority to improve management procedures by requiring the appropriate progra-n manager, who is responsible for being aware of specific program regulations, to review and approve uses of funds for programs under his or her control. 1 C. Provide technical assistance to HACCC officials on what activities and costs are ineligible under the program. 99-SF-209-1002 Page 8 ..................... _........._........................................................................................................................................................................... ......... ......... ......... ......... ......... ......... ... ...... . ..... .... . .......... . ........ .. ..... ........ ...............................................................I.......... ...... _.... ............................... .......... Finding 2 Program Changes Were Made Without Informing in HUD The HACCC made substantial changes to its DEP program without notifying HUD and obtaining required approval. The changes included redirecting $68,831 earmarked for its prevention and treatment program to law enforcement, and providing $49,078 in services to non-targeted Dousing developments. This occurred because staff slid not believe that HILL was required for be informed. The changes reallocated funds away from activities and residents targeted for IEP assistance. Part 761 of Title 24 of the Code of Federal Regulations, i Implementation ante n with t Be drug elimination program grant, and the NOFA state that in Accordance with the each application must include a plan for addressing drug- Approved Ulan related crime at the housing development(s). If the grant plan, approved budget, and timetable, as described in the approved application, are not operational within 60 days of the grant agreement date, the grantee must report the revised plan and timetable to HUD for approval. The grantee is responsible for ensuring that grant funds are administered in accordance with the approved budget, budget narrative, plan, and activity timetable. The grantee roust submit semiannual reports discussing any problems encountered in implementing the plan and how they were addressed. They must also describe ether programs that may have been initiated, expanded, or deleted as a result of the plan:. HUD may impose sanctions if the grantee proposes substantial changes that may have affected the original selection for funding. Prevention. and The HACCC incurred expenses exceeding the available Treatment Funds budgets for law enforcement applicable to the 1995 and Redirected to Law 1996 IEP grants. As a result, HACCC inappropriately Enforcement reclassified law enforcement expense of $6,264 as the prevention and treatment activity. In addition, the HACCC withdrew grant funds budgeted for prevention and treat- ment totaling $62,567 for expenses which were not incur- red to cover the excess lave enforcement expense. These program changes represent 20% of the total funds requested under the 1996 grant. The HACCC contracted with the local sheriff's office for additional law enforcement services over the normal I'age 9 99-SF-209-1002 Finding 2 baseline services provided. Both the 1995 and 1996 grants were supposed to fund an entire year of law enforcement costs. The fixed contract amount ($268,974) exceeded the amount budgeted and requested from HUD on the 1996 DEP grant ($204,434) by $64,540. Similarly, the previous year's contract ($184,936) with the sheriff's department exceeded the budget ($170,372) by $14,564. In total, HACCC incurred $79,104 in law enforcement expenses over the available DEP budget. These problems occurred because HACCC staff prepared the DEP application using unreasonable cost estimates, despite the HACCC having previously contracted with the sheriff's department for services. The previous contract; applicable to the 1994 grant, included $85,186 for each deputy for an' entire year. This amount increased to $92,468 on the contract applicable to the 1995 grant. However, on the 1995 application the HACCC only bud- geted $85,186 for each deputy, not taking into account the increase in the salaries. Then for the 1996 grant, HACCC only budgeted $68,145 for each deputy. The HACCC should have been aware at the inception of the contracts with the sheriff s office that the grant funds could not cover the costs. The contract applicable to the 1996 grant was signed and went into effect on January 7, 1997. The 1996 grant application had been submitted to HUD in June 1996. The contract applicable to the 1995 grant was signed on August 9, 1995, The 1995 grant appli- cation had been submitted in April 1995. By October 1997 the HACCC ran out of law enforcement funding applicable to the 1996 grant, even though the contract with the sheriff department ran through December 1997. Since funds were available in prevention and treat- ment from the 1995 and 1996 grants, they were used to cover the law enforcement expenses incurred. As a result, in September 1997 HACCC reclassified $6,264 of recorded law-enforcement expense to other contract costs and subsequently withdrew these amounts from the preven- tion and treatment budget. Further; the HACCC withdrew an additional $159,875 from the prevention and treatment budget during 1997 99-SF-209-1002 Page 10 ......... ......... ......... ......... ......... ........................................................................................................................................................................................................................ .......... .. ...... . ....................... ...... __ Finding 2 which exceeded expenses by $62,567. According to the request for withdrawal submitted to HUD, these with- drawals were applicable to the period of March 27, 1997 to January 27, 1998. However, the actual expenditures incur- red by the HACCC for prevention and treatment for that period were only $97,308. Actual expenses matched the amounts requested from the grant for the period of March 27, 1997 to August 1997, but the amounts requested be- tween September 1997 and January 27, 1998 exceeded the actual expenses by $62,567. Although the director of finance was not available for comment, the acting director of finance agreed that the funds were withdrawn to cover law enforcement expenses. HUD was never informed that the law enforcement costs are reallocated to the prevention and treatment urograms. The funds were not used to support the youth recreation center and drug prevention center as originally intended. In addition, if the housing authority does not inform HUD of program changes or difficulties, HUD cannot determine whether the DEP funds were being used effectively, or providing timely assistance. SerThe HACCC redirected $49,078 from housing develop- Non-Targeted geted ted #° ments targeted in its 1995 and 1996 DEP grant applications :tievelop gent to other developments, in areas not identified by HACCC Developments as having high drug-related crime. This included $34,092 for a skills training coordinator and a summer arts program costing $14,986. The 1996 grant provided for the hiring of a skills training Computer Training coordinator to develop and run a computer training center Services at the Bayo Vista development in Rodeo. The coordinator position was also included in the 1997 application. The position was filled by members of the local Police Activities League (PAL) that maintains an office at HACCC's Alhambra Terrace development in Martinez, California, near HACCC's central office. The coordinator position was primarily used to provide administrative and training duties to the PAL center in Martinez. The first coordinator informed us that he spent only about four of his thirteen months at the Bayo Vista facility. During those lour months he estimated that only 20% of his time was actually devoted to the .Bayo Vista Page d 1 99-SF-209-1002 Finding 2 center. So only about 7% ($2,007) of his time benefited Bayo Vista. further, the current coordinator has not per- formed any activity at the Rodeo center during her four months in the position, so none of her salary benefited Bayo Vista. As a resalt, approximately $34,092 (94%) of the $36,099 charged to the DEP grant, for services between October 1996 and April 1998, did not benefit the Bayo Vista facility. The HACCC had not notified HUD of its intention to use these DEP funds at the Martinez facility. Although a basic computer center was established at Bayo Vista, at the time of our review the facility was not in operation, and apparently had not been in use for several months. further, the computers that were available were generally outdated and not fully operational. The director of operations believed that the skills training coordinator was on track with the development of the Bayo Vista train- ing program and that setbacks were caused by turnover in the position. HACCC staff also indicated that they were waiting for new computers to be supplied before continuing with the training program in Rodeo. Arts Program The HACCC spent $14,986 on a summer arts program in Martinez without obtaining HUD's approval. The ap- proved 1995 grant application did not include this program, and said that drug prevention activities were to be at Las Deltas in :North Richmond. The program was charged to the 1995 DEP grant as other contract costs, even though there were no funds budgeted in this cost category in the grant application. Further, the program did not focus on Las Deltas residents. Most participants came from the Martinez and Bay Point developments. Only 31% of the participants were from Las Deltas. The HACCC briefly mentioned the program in one of the semiannual reports, stating that the Las Deltas youth were invited to participate in the housing authority and PAL collaboration. However, the report did not mention that the DEP grant funded the program. (As discussed in finding 1, we also considered the summer arts program to be ineligible because it did not include a required drug education component.) 99-SF-209-1002 Page 12 Finding 2 HACCC believed that it was acceptable to lake changes to the approved program without notifying HUD of the changes. As a result, the funds used for activities in Mar- tinez reduced services to residents of developments identi- fied as having high drug-related crime. Auditee Comments Summer Arts Program and 01G Evaluation The Dousing authority indicated that the audit report questioned the location of the summer arts program.. The issue with the summer arts program, however, was not that the program was held at Martinez. `Rather, the program mainly serviced participants from areas which had not been targeted on the grant application or identified as areas having high drug-related crime. In addition, HUD was not properly informed about the DEP funding services for participants from non-targeted areas. Regardless, the housing authority should not have charged the grant for the entire cost of the program even if the program had contained a drug education component. Since only 31% of the youth in the program were from targeted areas, we believe that the DEP should only have funded 31% of the cost, unless HUD was properly informed that the program would mainly serve non-targeted participants. Reallocation of Funds The HACCC indicated that the intervention program did not suffer as a result of the reallocation of$62,000 from the prevention and treatment activity funds to cover law enforcement expenses because it claims there were no reductions in staff and all significant activities were sufficiently performed. It is true that there were no reductions in the staff working in prevention and treatment. However, this does not mean that there was no effect on the program. The 1994 to 1996 DEP grants requested over $16,000 for training and travel. Our analysis of the DEP expenses attributable to those years indicated that the PHA only spent $993 in travel and training for its .DEP staff: Also, the 1995 and 1996 grants requested a combined $24,675 for recreation and program Page 13 99-SV-209-1002 Finding 2 supplies, equipment, and stipends while the housing authority only spent $10,547 in these areas. Tlie equipment at the recreation facility mainly appeared to be composed of worn, donated equipment. The (ands used to finance the law enforcement could have been used to rourchase new equipment and supplies for the youth or provided training for the employees. In addition, removing funds from prevention and treatment effected the period in which the North Richmond Project Pride center was able to operate on the funding left available. The housing authority had to begin drawing from the succeeding year's grant sooner than previously anticipated. The housing authority began applying IEP prevention and treatment expenses to the 1996 grant for September 1997 (based on the LOCCS requests for funds). Ey March 31, 1998 the housing authority had already withdrawn or expensed $131,100 from prevention and treatment applicable to the 1996 grant. This only left $3,755 remaining in the 1996 grant to cover April 1998 prevention and treatment expenses. The period of Septem- ber 1997 to April 1998 is only eight months while the funding had been intended for an entire year. Only $69,034 of the $134,856 budgeted for prevention and treatment under the 1996 grant was actually spent on those activities. Most of the reallocation, $65,977, came from the $126,956 budgeted for payroll costs. In addition, the prevention funds for the 1995 grant only lasted ten months, between November 1996 to August 1997. If the PHA had not reallocated the funds, the prevention staffs' payroll could have been maintained for over half a year. As a result, we believe there was an effect to the prevention and treatment program. The housing authority indicated that the budget problems occurred due to a higher rank of deputy having been assigned by the sheriff to the targeted projects. however, for the 1996 DEP grant, the housing authority significantly underbudgeted the benefits attributable to the deputy sheriffs, using only a 30% rate when it should have been about 59%. The estimate also did not anticipate any operational costs for the deputies which typically ran between $6,000 to $7,000 for each deputy. 99-SF-209-1002 Page 14 .......................... ........ ........ ........ ......... ......... . ........ . . ........................ .. .......... . .... ...... ............................... ......... ......... ......... ......... ........ ......... ........ ................ ... ............. ..................................................................................... ........ ........ ..._._._.. .... Finding 2 The HACCC stated that HUD was aware of what the housing authority was doing since contracts and agreements with the sheriff were included in the DEP applications. Nevertheless, we noted that the DEP application did not have the contract applicable to the grant in question. The application included the contract applicable to the prior grant. The prior law enforcement contract did not provide HUD with sufficient information to know that the PHA was having problems with its proposed law enforcement budget. In addition, even the applicable contract would not have provided HUD with sufficient information to show the housing authority was planning to use prevention and treatment funds to make up fore underbudgeted law enforcement. The request for withdrawal from LOCCS submitted to HUD listed expenses for prevention and treatment activities when they were actually law enforcement expenses. There was also no mention on the semiannual reports indicating that law enforcement costs were being paid from prevention and treatment funds. Finally, HUD staff informed us that they were unaware of the reallocation of the fends. The housing authority should have specifically informed HUD of its intention to use prevention funds for law enforcement. HUD could then make the determination whether the transfer was appropriate. Skips Training Coordinator The housing authority maintained that no DEP funds were redirected to non-targeted developments. However, the DEP application requested funds to establish and operate a learning center in Rodeo at the Bayo Vista housing project, not in Martinez as the housing authority indicated. Also, the 1996 DEP grant application did not mention the coordinator would provide services to both Martinez and North Richmond. In fact, the Martinez and North Richmond centers were supposed to act as a model for the facility at Bayo Nista. The position description included in the 1996 DEP grant application listed Rodeo as being the only work-site. The subsequent grant application for 1997 did list Rodeo and Martinez as the work sites, but nowhere in the document did the HACCC properly inform HUD that the program was going to be primarily operated out of Page 15 t}()-Sl'--209-110417 Finding 2 Martinez and principally service residents in those areas. The information the HACCC referenced in its response did not provide sufficient information to indicate that services were to be principally provided at the Martinez facility. The HACCC stated that the staff turnover led to the Rodeo facility shutting down. However, this does not explain why the initial coordinator wormed primarily at Martinez and the current coordinator had not even visited the Rodeo site after months in the position, if the skills training coordinators were not providing services to only the Rodeo facility, HACCC should not have been paying for their entire salaries out of the grant funds without informing HUD, The housing authority did not inform HUD of the problems it was experiencing staffing the position. If the housing authority wanted to provide a paid position for Martinez, then it should have obtained HUD's permission or used non-DEP funds. We found no evidence that the current coordinator was providing continuing resources to the Rodeo computer facility. Also, it is not apparent how the current coordinator could have been providing technical assistance to Rodeo when the facility was not in operation and the resident manager was not familiar with the program. There were no indications that training was being provided to Bayo Vista residents offsite. The housing authority argued that there are no limitations in the ' O A as to where services can be provided, which they believe allowed them to provide the services in Martinez. however, we do not believe that the targeted residents were receiving any benefit by the HACCC having provided services to residents of a non-targeted area (Martinez) . The housing authority was required to identify targeted developments and show that these areas have high drug-related crime as part of its,,grant application. In this respect, there were restrictions on where and to whoa; the services were provided. Based on the grant applications approved by HUD, the services funded by the grant needed to be provided to the targeted residents of Bayo Vista. The housing authority has indicated that participants will receive services off-site. We believe, however, that the housing authority and HUD need to evaluate whether it is 99-SF-249-1002 Page 16 Finding 2 more beneficial for the targeted project residents to go off- site ffsite to receive services, or if residents can be served more effectively by bringing the facilities to the targeted community. The housing authority will Need to inform HUD about the development of the coordinator position so that HUD can determine whether activities are being provided for the appropriate participants. It is unclear from the response what activity will take place at the Rodeo computer center if the coordinator spends the majority of her time in Martinez. J Recommendations e recommend you: 2A. Require the housing authority to establish procedures to ensure HUD is notified before changes are made to programs and activities described in the approved DEI' application, and to not proceed with the changes until HUD approval is obtained. Impose appropriate sanctions or, the housing authority if in the future it does not obtain HUD approval prior to implementing revised plans. 2B. Determine the propriety of law enforcement costs in excess of the approved grant application, and have the HACCC return any funds not approved. 2C. Determine the propriety of the PAL personnel costs not used to service the targeted developments, and have the housing authority return funds not approved. Page 17 99-SF-209-1002 Finding 2 (BLANK WAGE} 99-SF-209-1002 Page 18 ...................................................................................... ...................................................................................................................................................................................................... ...................................I............................. .................... ....................................................''I'll'',....... Finding 3 The Housing Authority Did NotAdequately Assess or Report on Its DEP The HACCC did not adequately evaluate the progress of its program. It also included some unreliable and incomplete information in its semiannual reports to HUD. This occurred because the housing authority had not placed a priority on these functions. As a result, the HACCC and HUD cannot properly assess the program's effectiveness. The objective of the drug elimination program is to reduce Program Assessment drug-related crime in and around public housing. Appli- cants for grant funds must develop a comprehensive pro- gram to eliminate drug-related crime in their developments. To help achieve this desired outcome, sound management practices roust be implemented. Management needs to use a system to measure program effectiveness. The elements of such a system include the setting of performance standards. These standards are quantifiable expressions of program objectives. Such a system also requires monitoring progress in achieving these objectives. This involves the collection of data and evaluation of actual versus desired results. DEP requirements are based on these principles. The NOFAs require applicants to develop performance measurements and describe evaluation methods, including types of data to be tracked. They also require semiannual reports to be submitted to IJUD evaluating the grantee's overall performance against its plan. The reports need to discuss. (1) changes or lack of change in crime statistics or other indicators, (2) successful completion of the strategy components in the plan; (3) any problems encountered in implementing the plan and how they were addressed; (4) an evaluation of the rate of progress to expectations; (S) the grantee's efforts to encourage resident participation; and (6) descriptions of any other programs that may have been initiated, expanded, or deleted. The evaluation is to be used to modify activities to make there more successful or to identify unsuccessful strategies. The HACCC was not providing adequate information to 11rog Inadequate to I11til)ing of l 11 l) concerning its DDI' programs. The l IAC"CC° was not iBr���►rc�sw to l l ti 13 Page 19 99-SF-209-1002 Finding; s evaluating its progress or reporting changes, additions, and deletions, No Formal Evaluation HACCC staff indicated that they had not performed a Provided formal evaluation of the DEP plan's progress. This is despite requesting funds in the 1994 DEP grant application for an evaluation to be performed. (These funds were actually used to prepare a succeeding year's grant applica- tion: see finding 1). Nevertheless, in the program's design, HUD intended that the grant application and reporting processes would serve this purpose. The grant applications submitted to HUD stated that the housing; authority would evaluate the progress of the DEP based on the quantifiable goals and objectives listed in the applications, resident surveys, and discussions with staff and resident councils. Several of the quantifiable goals were based on comparing the results of the successive resi- dent surveys, Nevertheless, the semiannual reports applicable to the 1994 to 1995 grants described activities, but did not show if the quantifiable goals contained in the application were achieved. This was principally due to the housing; authority not collecting information which could show whether the goals were achieved. When information was obtained, it was not compared to the objectives. further, data included in the DEP applications and semiannual reports was not consistent enough to :make an accurate evaluation. Crime data from the sheriff reports, included in the semiannual reports, was not adequate to fully evaluate crime levels and determine whether the goal of reducing drug-related crime was achieved. The 1995 and 1995 IEP applications both listed the goal of reducing dr=ug-related crime 15 to 20%compared to the prior years figures, The quarterly crime reports provided by the sheriff did not include overall statistics for the year, and no comparison was made to the'prior year to answer whether the crime reduction goal was achieved. Several of the quarterly reports for 1995 and 1996 were missing an attachment. These would show some crime rate statistics for the devel- opment, county, and city. The missing information. makes 99-SF-209-1002 Page 2G Finding 3 it difficult to compare the data for an entire year and deter- mine whether the crime reduction goal was achieved. In addition, the sheriff's reports Compared county and city crime to a different period than the development's crime. As a result, it is difficult to determine whether quarterly changes in the crime rates at the project were merely reflecting changes in the community at large or if improve- meet was due to the efforts of the DEP-funded deputies. There was also no crime rate information for the develop- ment relating to the period before the IEP-funded deputies were available, so an overall comparison of the improve- ment in crime could not be made. Finally, the 1994 crime related goals included increasing the resident-reported crimes by 25%, decreasing `spotters' by 25%, and decreasing gang membership by 10%. Infor- mation related to these goals was not listed in the sheriff's report, and the HACCC did not present this information anywhere else in their semiannual reports or applications. In addition, resident survey questions did not consistently relate to the quantifiable goals, so an evaluation of the suc- cess of the objectives could not be made. The 1995 and 1996 survey-related goals listed on the application included.: increase resident confidence in the DEP-funded deputies by 25-30%; increase resident percep- tion of deputy effectiveness by 50%; increase youth posi- tive response for deputies (various percentages listed); and increase resident perception of prevalence of substance abuse by 50%. However, only the prevalence of substance abuse was actu- ally included in the 1995, 1996, and 1997 survey question- naire in a manner that would produce a quantifiable meas- urement. Our analysis of the survey results indicated a general increase in positive responses between 1995 and 1996. However, there was no significant improvement between 1996 and 1997. In either case, the goal of improv- ing the residents perception of substance abuse by 50% was not met. The questions relating to the other goals were stated in such a way that they were not quantifiable and could not be Page 21 99-SF-209-1002 Finding 3 compared to the successive surveys, such as, "what do you appreciate about (the deputies') work'?" and "what do you think could improve their work?" The HACCC staff stated that they considered obtaining a contractor to formally evaluate the program; however, the cost of the evaluation was too great. in our opinion, HDD expects the grantee to evaluate its performance. The hous- ing authority needs to address the goals listed in the apply cation using the methods it identified. We spoke with 10 residents from Bayo Vista and 10 from Las Deltas to determine their perception cel the success of HACCC's DEP'. Most of the residents contacted at the two housing developments were aware of the drug prevention and treatment programs being offered by the Dousing authority, and 20% indicated that they had found the programs personally beneficial. in addition, at Las Deltas most of the residents interviewed stated that they have noticed a decrease in drug-related crime which has made them feel safer in recent years, and increased their duality of life. Half of the Las Deltas residents felt increased satisfaction with the housing authority's DEP programs. However, half of the Bayo Vista residents we spoke to felt that crime was increasing at their development and most felt less safe. Nevertheless, without the necessary data and proper evaluation of its DEP programs, the HACCC could not show whether its use of grant funds resulted in the reduction of drug-related crime at the two targeted Dousing developments, or that the funds were used in the most effective manner, Further, HUD did not receive the necessary data to properly evaluate the 1 IA.0 CC's per- formance and compliance with grant objectives. ' Our sample is too small to make a definitive conclusion concerning the perceptions of all residents. residents were selected on a judgmental basis favoring these that had lived at the developments for several years or more. we presumed they could provide a more historic perspective than if we selected residents at randorn. 99-SF-209-1002 Page 22 Finding 3 The HACCC was not identifying changes or problems Ad Additions, an of Changes, encountered with its DEP program activities. The HACCC HUD Additiomis, and Deletions did not provide any information concerning problems with to law enforcement casts, the computer center in Rodeo, or the re-targeting of DEP funds to Martinez. • The Dousing authority ander-budgeted the law enforcement expenses for 1995 and 1996, so it reduced prevention and treatment activities. • Although HACCC did establish a basic computer center in Rodeo, the center was down for several months due to the loss of its training coordinator. In addition, the housing authority decided to change focus to its Mar- tinez housing development. • The HACCC changed part of its focus from the targeted developments when it contracted for a summer arts program. Although the program did service some Las Deltas residents, it was held in Martinez and mainly served youth in that area. (These matters were discussed in more detail in finding 2.) In addition, the 1995 DEP included $6,145 in its budget for a computer trainer and resident trainee. The HACCC can- celed time programa without informing HUD. Unreliable Information The information that was provided to HUD on the semi- on reports was not always reliable. The figures show- ing Reports resident participation could not be confirmed. In addi- tion, the crime statistic data was not adequately presented. The figures reported on resident participation could not be Unsupported Participation confirmed. The HACCC could not satisfactorily demon- Figures stratc how it detierniincd the Figures. The reports generally listed similar figures on each of the semiannual reports, which made them appear to be estimates. This was con- firmed by the Project Pride office coordinator, who indi- cated that the housing authority staff'never requested actual participation figures. Page 23 99-SF-209-1002 Finding 3 The HACCC did have intake towns showing what services were provided to residents. Participation reports were prepared by the Project Pride office. However, they were not used in preparing reports submitted to BUD. A com- parison of these reports and the resident intake lonns shows that the HACCC was significantly over-reporting the number of residents participating in several of its drug pre- vention programs. We reviewed all the available intake forms for the period of January 1, 1997 to September 31, 1997. We counted and classified the services provided to residents which were related to education, drug counseling, employment services, and family support. Services applicable to the period of January 1, 1997 to .lune 30, 1997 were compared to the participation figures in the semiannual report for January 1, 1997 to June 30, 1997. The participation reports included in the semiannual report for the period ending June 30, 1997 stated that 20 residents participated in drug counseling, 20 in substance abuse education, 20 in family support, and 30 in adult education. The housing authority listed "unknown" for adult education and case management referral. Review of the intake forms (filled out when residents receive services) at the Project Pride center indicated five residents received drug counseling, four received family support, and five received education services. No other information was available to support the housing authority's larger participation figures. 1n the 1996 DEP application, the HACCC identified quantifiable goals of providing drug support services to fifteen to twenty-five residents and education (computer and GED classes) to at least fifteen adults during 1997. The unsupported participation reports included in the semiannual reports indicate that these two goals were rnet. However, the intake forms reviewed indicated otherwise. Residents are participating in prevention, activities. However, accurate reporting is essential for the HACCC and HUD to determine whether programs are useful to the residents and whether additional efforts are needed to increase participation or to revise program design and. content. Problematic Crime Data }gage 24 Provided to HUD Finding 3 The crime statistics report HUD-52356, provided by the HACCC, contained inaccurate information. We reviewed the reports submitted from 1994 to 1997 to HUD. The HACCC did not properly distinguish crime statistics between the targeted housing developments and the com- munity as a whole. The HACCC also dict not obtain all the relevant crime statistics data available from the sheriff's office. Although crime reports from the sheriff's office were included in the semiannual reports, these reports were insufficient to determine whether the quantifiable goals to reduce crime were accomplished and did not provide the information to properly complete the HUD-52356 report. The HUD-52356 required crime information for develop- ments receiving funding and the surrounding community. The specific number of occurrences were required for sev- eral types of drug-related crime, such as murder and rob- bery. The sheriff's report generally showed the activity of the deputies funded by the grant, such as the number of traffic enforcements, field interviews, arrest/citations, reports writ- ten}, etc. Still, it was not readily apparent from reviewing this information whether crime increased or decreased in the area. This specific information was not separated between the development and community wide. It also did not include information required on the HUD-52356 such as total calls for service, open-air drug markets observed, drive-by shootings, and vandalism. We were able to obtain additional detailed reports from the sheriff's office, giving individual crime report statistics for the housing developments and the surrounding commun- ities. The reports showed specific numbers of incidents. such as .murders, shootings, vandalism, rapes, robberies. drug possessions, selling drugs, etc. These reports could have been used by the HACCC to properly fill out HUD form 52356 and evaluate whether they were meeting their crime reduction goals. These crime statistics generally showed a lack of consistent improvement over the last three years. However, there were no crime statistics available for the developments prior to the additional deputies funded bN the DEP. As a result, the overall effectiveness of this ele- ment of HACCC"s DEP effectiveness could not be deter- mined. Page 25 99-SF-209-1302 Finding 3 Discussions with the residents indicated that the developments were safer during the day while the extra deputies were present. However, several indicated a need for additional law enforcement activity during the night. when most of the crime takes place. In addition, the 1995 survey conducted by the HACCC showed that the tenants wanted night patrols. The deputies generally patrol during the day. The crime statistics and the tenant discussions indicate that the law enforcement may not have been provided in the most effective manner to ensure the greatest reduction in drug-related crime at the developments. The inadequate reporting issues arose because the housing authority did not. place a priority on evaluating program results, obtaining reliable data, or reporting required infor- mation to HUD concerning its DEP programs. HACCC relied on staff observations to determine whether the pro- grams were providing adequate assistance to residents. This was not in conformance with the grant applications, which also called for tracking crime and participation data to determine whether DEP quantifiable objectives «•ere met. As a result, the HACCC and HUD cannot properly determine whether, DEP funds have been utilized effec- tively. Auditee Comments Participation Figures and OIG Evaluation The housing authority contended at the exit conference that the participation report submitted to HUD was supported by additional records included in the semiannual reports. However, these additional records only deal with the recreation program participation figures, and we did not question this area in our report. We tested the intake forms and reviewed the logs produced by the Project Pride coor- dinator. The additional participation records included in the semiannual reports could not be used to confirms the adult drug treatment and intervention figures in question listed on the participation: report required by HUD. As a result, HUD and the HACCC did not have accurate information to determine the progress of the DEP. 99-SF-209-1002 Page 26 Finding 3 Crime Statistics and Evaluation. The housing authority believed that the community crime statistics were compared to the previous quarter on the sheriff reports. However, the sheriff's reports did not compare the community activity to the previous quarter. Only the project's statistics were compared to the previous quarter. The community statistics were compared to the base year. (As evidenced directly in the response, the period of July 1, 1989 to June 30, 1990 was the base year.) Based on this information, we could not determine whether improvements or increases in crime were due to activities performed by the deputies or were general changes in the communities at lame. No project base year information was available for Las Deltas or Bayo Vista. The HACCC stated that the project base year information was not available because tete sheriff had no reason to track this information. We believe that the housing authority should have requested the sheriff to track base year information before the grants were put into operation. Since the housing authority did not do this, it cannot show the severity of the drug crime problem at the targeted projects before the deputies were provided and compare this to the current level of crime. The housing authority believed it reviewed and reported this information to HUD. However, the HACCC never actually evaluated the results in terms of its quantifiable goals to show whether they were being accomplished. Nowhere in the semiannual reports does the housing authority compare the crime figures to the previous year's and analyze whether they accomplished their crime- reduction goals. This defeats the purpose of identifying goals in the applications and denies both the housing authority and HUD a key tool in determining the program's impact. At the exit conference, the HACC'I indicated the sheriff reports were sufficiently deta5led since the documents detailed specific arrest figures or different offenses. However, this portion of the sheriff reports was not very specific concerning the location where arrests were being made. This is evidenced by the housing authority's inability to distinguish between: project and community Page 27 99-SF-209-1002 Finding 3 when reporting crime statistics on the summary report (HUD-52356) provided to HUD. The crime reports were also not specific enough for the housing authority to evaluate whether they accomplished their crime reduction goals. The housing authority should obtain and analyze available information from the sheriff so that it can be used to evaluate the DEP's progress. The housing authority needs to request data which can be used to properly complete the semiannual reports submitted to HUD. Evaluation The housing authority agreed to perform a formal evaluation of their DEP program. Proper evaluations need to be performed consistently and the results reported on the semiannual reports to HUD. Previous Audit Finding The HACCC questioned the need to open the previous audit report finding. They also interpreted the finding as having stated that semiannual reports were not provided to HUD. However, the previous finding was opened because the housing authority did not provide the proper evaluations in their semiannual reports. We are not indicating that semiannual reports were not provided, The previous DIG audit report had also found that the housing authority had not properly evaluated its performance. Since this corre- sponds with the current issue, we have reopened the previ- ous finding. We have provided a copy of the previous OIG audit report to the HACCC. Recommendations We recommend that you assure that the housing,authority: 3A. Establishes a proper method to measure the effectiveness of its DEP by adopting measurable and relevant performance goals that allow evaluation of program success. Evaluations should be sufficient to indicate if modification of activities is needed to make them more successful and to 99-SF-209-1002 Page 28 Finding 3 identify unsuccessful strategies. If needed, the HACCC should obtain support and advice under the public housing drug elimination technical assistance program. Also, we are reopening recommendation 1 D of the HAD Inspector General audit report 92-SF-209- 1002, dated December 17, 1991, calling for HACCC to provide HUD with semiannual reports that include a complete program assessment. 3B. Establishes formal procedures to obtain accurate and reliable participation figures for its prevention and treatment activities, and that these records are properly documented in housing authority records and the results reported to HUD. Page 29 99-SF-209-1002 Finding 3 (BLANC PAGE) 99-SF-209-1002 ?age 30 _................... .............................................................................................................................................................. _.._................................................................................................................................................................................................................................................._. ......... ......... ................................................................ . .. ........ ......... ...._ . _... .......... . ..._._. _ __ Finding 4 Accounting Records Need to Identify Individual Transactions to Particular Grants The HACCC's accounting records did not distinguish transactions among the DEP grants. This apparently occurred because the housing authority was not aware of the need to main- tain this information. As a result, the accounting system does not provide reasonable assurance that expenses and income are matched to the appropriate grant and that grant funds are used in accordance with requirements. Subpart 85.20 of Title 24 of the Code of Federal Accounting Records Regulations, standards for financial management systems. RequirementRegulations, that grantees must maintain records which adequately identify the source and application of funds provided for financial-assisted activities. These records trust contain information pertaining to grant awards and authorizations, obligations, unobligated balances, assets, liabilities, outlays or expenditures, and income, Thus, the accounting records must clearly show to which grant individual expenditures and revenues apply. The HACCC did not properly identify in its general ledger Transactions Not or other accounting records to which grant the DEP Separated Among expenditures and revenues applied. The housing authority Individual DEP Grants did separate DEP from other programs, but not by the dif- ferent grants. The only information available to show which year's grant expenses were being charged, were brief notations made by the finance director on monthly general ledger printouts. These notations were insufficient to deter- mine which expenses were being charged to each grant since they were total amounts not identifying specific trans- actions. Therefore, the reports submitted to HUD request- ing grant funds showing line-item expense amounts by individual grant were not readily traceable to the accounting records. The finance director handled the accounting and allocations of DEP transactions. However, the director was unavail- able during the audit. Other accounting staff were unable to explain the activity within the DEP account or locate any, detailed notes identifying transactions to specific grants. It appeared that the housing authority was not aware of the Page 31 99-SP-209-1002 Finding 4 need to maintain accounting records that identified indi- vidual transactions among the DEP grants. As a result, the accounting records did not provide assur- ance that expenses and income were properly matched to the correct grant and that funds were used in accordance with requirements. Thus, extra audit effort was needed to reconcile DEP expenses and requisitions of HUD funds to the individual grants and to determine whether the housing authority adhered to the line item cost budgets. Auditee Comments The housing authority agreed to improve its accounting and OIG Evaluation over DEP transactions by identifying the applicable DEP grant in its general ledger reports, Recommendation 4A. We recommend that you assure the housing authority implements a system of accounting and record maintenance over the DEP grant which will ensure that expenditures and revenues can be readily matched to the applicable grant. 99-SF-209-1002 Page 32 - _. Management Controls In planning and performing the audit, we considered the management control systems used by the Housing Authority of the County of Contra Costa to determine the audit procedures and not to provide assurance on management control. Management control is the process effected by an entity's board, management, and other personnel, designed to provide reasonable assurance for achieving objectives for program operations, validity and reliability of data, compliance with applicable laws and regulations, and safeguarding resources. Controls Considered The following control systems were relevant to the audit. objective: • Expenses • Revenues • Payroll • Program evaluation • Reporting to HUD e obtained an understanding of the control structure for Audit Procedures used the above systems and determined the risk exposure to on I2isl�Assessment design audit procedures. We concluded that the audit would be performed more efficiently by doing substantive tests without reliance on management control. Therefore, we did not necessarily make a complete assessment of con- trol design or determine whether policies and procedures had been placed in operation. A significant weakness exists if management control does not give reasonable assurance that control objectives are met. Observed weaknesses with program evaluation, re- porting, expenses, and revenues are discussed in the report's findings. Page 33 99-SF-209-1002 Management Controls (SLANT{. PAGE) 99-SF-209-1002 Page 34 - ................................................. ................................................................................................................................................................ ............................................................................................................................ _ _..................................................._...._.................... _. _ _ __ Prior Audit Findings The HUD Office of the Inspector General previously audited the HACCC's drug elimination program and its comprehensive improvement assistance program for the period of July 1, 1989 through July 31, 1991. The audit report (number 92-SF-209-1002) was issued on December 17, 1991. Similar Issues Noted The audit raised issues that are similar to those discussed in findings I and 3 of the report in-hand. • The HACCC spent DEP" funds of $1,747 for ineligible or unapproved items, and was about to spend another $20,000 improperly unless corrected. • The HACCC's DEP progress reports to HUD were incomplete and did not include the rewired evaluation of the grantee's progress against its plan. As a result, Neither HUD nor HACCC had a timely assessment of the program.. The prior audit's principal recommendations for these Prier RecommendationsThe were for the housing authority to (1) provide HUD with semiannual reports that would include a complete program assessment, (2) reimburse HUD for the ineligible $1,747, (3) and amend its DEP to eliminate the future use of funds for inappropriate activity. HUD closed these find- ings when the HACCC submitted a revised budget elimin- ating the inappropriate activity and agreed to provide semi- annual progress reports to HUD in conformity with require- ments. Page 35 99-SF-209-1002 Prior Audit Findings (BLANC. PAGE) 99-S!=-209-1002 Page 36 ........_.................................................... ......................................................................................................................................................... ................................................................... ........................... Appendix A Schedule of Ineligible & Unsupported amounts Ineligiblen �"� F: w Amounts $14,986' $3,110 $6,010 f n b� 4 µ � $24,106 7 Ineligible amounts obviously violate law, contract, HUD or local agency policies and regula- tions. Unsupported amounts do not obviously violate law, contract. policy or regulation except for the absence of evidence to show that the amounts conform with requirements or are subject to further HUD review to determine their eligibility. ' The summer arts program is discussed under both finding 1 as an ineligible item and under finding 2 as a clues- tionable program change. However,this item is listed only once on the schedule. Page 37 99-SF-209-1002 Schedule of Ineligible and Unsupported Amounts (BLANK.PAGE) 99-SP-209-1002 Page 38 Appendix B uditee Comments Housing Authority of the County of Contra Costa Response to HUD Inspector General Draft Deport Dated September 30, 1998 [electronic mail version] [Finding 1 - Cost Eligibility] It is the Housing Authority's belief that the summer arts program for youth was an eligible expense under the DEP. The statement made in the audit report that any expenditures of DEP funds made for youth services roust include drug education does not reflect the complete eligibility standard stated in the NOTA. The summer arts program for youth only minimally included a drug education component, in the same manner that Midnite Basketball and other physical recreation programs, it did include development of peer leadership skills. In fact, the NOTA promotes the development of groups "coordinated by adults with the active participation of youth to organize youth leadership, sports, recreational, cultural and other activities involving HA youth". The summer arts program was precisely such a program. Drug education information and other drug prevention activities was conducted in other elements of the overall DEP program such as resistance training and conflict resolution. The summer arts program was an innovative collaboration of the Housing Authority, the County Arts Council and the Police Activities League It built upon existing relationships to broaden opportunities for West County youth residing at DEP target sites by making available resources at another which would otherwise have been unavailable to them. The youth participants in this program from the target sites were transported daily from a drug infested community to participate in a ten-week interdisciplinary arts program designed for youth from 12 -- 18 at a site in Central County. This program featured two-dimensional visual art activities and performing arts. This program is precisely the kind of program drug prevention: activities are build upon. It included positive role models and alternative activities —the care features of all DEP efforts. It also included significant involvement of the target site supervisor who continued to maintain daily programs at the target site while the satellite activity was occurring. He coordinated transportation to the Martinez site for all of the youth participants for the daily ten week long program. He also provided verbal reinforcement of drug prevention education and information. This element of the program was evident when, at the end of the program art show, the youths unveiled a ',mural to their slain friend from North Richmond (target site) and included the DEIN staff as VIP's. We further maintain that the NOFA did not restrict the support of families nor activities of the youths to a single physical location. The NOFA states "Prevention programs must demonstrate capacity to provide residents the opportunities for interaction, with or Page 39 99-SF-209-3002 Auditee Comments referral to established higher educational or vocational institutions with the goal of developing or building on the residents skills to pursue educational, vocational and economic goals." We further take exception to the statement that these costs were incurred because housing authority officials "were not sufficiently knowledgeable of program requirements or were not sufficiently knowledgeable of program requirements or were not fully aware of how DEP funds were used." Staff was fully aware of how the funds were used for the summer arts program and believed that the costs were clearly eligible under the program. We concur with the IG's recommendation regarding the $3,110 paid for audit services. We concur with the IG's recommendation regarding the $6,010 paid for grant writing services. For the reasons stated above, we take exception to the assertion that the $14,986 paid for the summer arts program is ineligible under the DEP. In light of the findings regarding the grant preparation fee and the audit fees, which were erroneously charged to the DEP program, we believe that internal controls need to be strengthened. Although the program manager does review and approve uses of funds for programs under his or her control the coding for each disbursement is not explicit when received by the Fiscal Director. We intend to develop a periodic financial report for use by the program manager when approving expenditures prior to any accounting entry by our fiscal department. Although we believe that our staff has a good knowledge regarding eligibility of costs under DEP, we welcome any technical assistance HUD is willing to provide, [Finding 2 - Program Changes] The Housing Authority has consistently provided timely reports to HUD on its program activities The 1996 DEP expanded the program to Rodeo, our largest development, based on evidence of increased trafficking in that area, north of the initial target site near 1-80. The expanded program included the addition of a sheriffs deputy at the Rodeo development (both North Richmond and Rodeo are served by the same Sheriffs station) and the addition of a Skills Training Coordinator to develop a Computer Assisted Learning lab at the Senior Center. There was no reduction in the drug education activities of Project PRIDE in North Richmond. 75% of the program staff were public housing residents. The original budget projected entry level pay for the Sheriffs Deputies; subsequently, a higher rank or salaried person may have been assigned to the project, requiring the Housing Authority to pay higher than budgeted costs to maintain the same level of 99-SF-209-?002 Page 40 _. ............................. .................................................................................................................................................................. ......... ......... ......... ...... ........... ........................................................ .._............ ........... _.. ......... ... _ .......... ... ........................................................................... ... ...._...... ... . ... _ _ _ _ ............................................................... .... ._. _ .........._. ._. ...... Auditee Comments service. In no case was a prevention or treatment program diminished--in fact it was expanded to include diverse alternative activities away from the drug infested target areas by collaborating with other agencies and programs. HUD was informed of the precise scope of service provided by the Sheriffs department and the casts associated with the scope of services in a Cooperation Agreement between the dousing Authority and Sheriffs Department for services which were augmented and detailed by contract through the Drug Elimination Program funds. HUD was informed of these arrangements as each DEP application contains bath of these documents. HUD was informed that funds were being used to establish the Skills Training Coordinator position and that additional youth program activities would be sought. The June, 1997 6-month report referenced such activities which includedtickets purchased at a discount as a result of staff initiative to join the Bass Ticket Foundation . The 10 and under basketball program was cited and specifically noted its preparation to play in a six team summer league sponsored by the Police Activities' League--another collaboration. Both the Bass Foundation membership and PAL collaboration formed after the DEP grant was written and the dousing Authority informed HUD of these new initiatives through the 6-month report. young girls at the target site',requested special efforts be made to address their needs: they suggested a Young Women's Achievement Class and a Winter Ball--both grew out of the direct requests of the young residents, neither had been referenced in advance. It is the Housing Authority's position that a recreation program needs to maintain this type of flexibility in order to continue to be innovative and responsive to resident and site needs. Services Provided to Non-Targeted Developments The dousing Authority holds that all the services charged to the grants in question have been provided to the residents of the target sites, although not necessarily at those sites. Through DEP, Youths have traveled to several different sites. They have been to Angel Island, Water world, Marine World. They have attended professional sporting events The IG stated nearly one third of the total enrollment in the ten- week Arts Alive program included target site youth. The Housing Authority considers this a successful collaboration--not a diversion. Again, no DEP funded services designed for the target sites were diverted away from to non-target developments. The IG Audit also criticized the dousing Authority assignment of a Skills Training Coordinator. This position operates from the Martinez Police Activities League office and was first included in the 1996 DEP. The Martinez PAL Computer Assisted Learning Lab is one of six such facilities at Housing Authority sites throughout the county. It is one of the two facilities with more advanced equipment. It was launched in 1996 and is staffed primarily by volunteers, including a Martinez Police Officer who serves as its volunteer Page 41 99-SF-209-1002 Auditee Comments Executive Director. It operates from a building in the Alhambra Terrace public housing development in Martinez. In current Justice Department lingo it would be considered a "Safe Haven" in that it too offers a place for youth and families to seek recreational and educational information. It offers computer assisted learning services for youth and adults. In cooperation with a nearby business college, it also added a "repair the computer" class at the site. It is one of the two more advanced learning labs at Dousing Authority sites. When developing the 1996 grant, the Housing Authority decided it would benefit both the fledging computer lab at Rodeo and the volunteer staff computer lab at North Richmond to have the regular technical assistance of a skilled training coordinator. The position was written in to the grant. A position description was included. Letters of support were included in the 1996 DEP application detailing the relationship of the Martinez PAL Computer Lab. Also included was as a letter noting that "the Martinez PAL is a recreational and educational oriented youth program that relies on its activities to create and cement the bond between Police Officers and the Youth s on the street." It was an opportunity to grow a program with a partner whose philosophy was consistent with the goals of the DEP. Also accompanying the 1996 grant application was a letter from the Boys and Girls Club in Rodeo in which the Housing Authority's growing partnership was spelled out as follows"...in working with the Housing Authority staff, it seems clear that the plan to structure a skilled-learning program at the Boys and girls Club as well as resources of local industry and business has much promise as a Drug prevention/intervention strategy." HUD has been informed of what our plans were. However, staff changes in the Skills Training Coordinator slat (three within 18 months) and a turnover in the position of the Executive Director at the Boys and Girls Club resulted in a slower start than; anticipated and a loss of continuity. The Dousing Authority believes that this program will, in the near future, become a fully functioning computer lab. In subsequent six month reports we will report more fully on the continuing challenge to Computer Labs at both North Richmond and Rodeo. It should be noted that both sites have been utilized to conduct welfare-to-work computer training and residents have participated in "repair the computer" training sessions at the target sites. The IG Audit states that 93% of the Skills Training Coordinator time was inappropriately charged to DEI?.. in fact, the coordinator with the best lab available is a continuing resource for the target sites and all other HACCC computer labs. The Housing Authority believes she is able to provide technical assistance from a variety of locations . She has a schedule which places her at the target site twice a week, developed in conjunction with the Resident Council at the target site. In addition, she is providing direct resident training off site, for residents of the target site. This program is one of several the 'Housing Authority is building upon in cooperation with other partners, including the Boys and Girls Club and the U.S. department of Justice/County Social Services and other Community Based Organizations. 99-SF-209-1002 gage 42 Auditee Comments The IC asserts that funds were used for activities at non- target sites and as a result, reduced services to residents of developments identified as having',high drug related crime. The Housing Authority believes conducting such activities off-site is a healthy alternative for the residents of such sites by providing opportunities to engage in educational, recreational and economically responsible activities away from drug infested situations. We concur with the 1C calculation of how much CEP funds were spent on law enforcement activities. However, we dispute the implication that drug education activities were reduced. In fact, all of the drug education activities proposed in the applications were carried out, but carried out at a lower than budgeted cost, allowing for additional law enforcement activities to be conducted The following activities were carried out by these funded positions which are all DEP paid slats never reduced. The stipends for residents ($1200 per year) were the only non-used budgeted funds.: • Project Pride Center Coordinator (counseling, referrals, liaison to Rubicon, position continuously filled) • Project Pride Recreation Coordinator (position continuously filled) • Project Pride Center Office Aide (Admin Support) • Project Pride Recreation Aide (rec support) [Recommendation 2] A. The HA maintains that it has met HUD mandated reporting requirements. [Recommendation 2] B. From the IO report, It is unclear who is to determine the propriety of law enforcement costs and what standard is to be applied to determine their propriety. The Dousing Authority believes they are proper and eligible DEP costs. The HA reclassified funds; did not downsize its prevention efforts and expanded preventive efforts. [Recommendation 2] C. From the IO report, it is unclear who is to determine the propriety of law enforcement costs and what standard is to be appliedto determine their propriety. The Dousing Authority believes they are.proper and eligible DEP costs. The Skills Training Coordinator is a Housing Authority employee and has provided training assistance for residents of the target site since her employment with the agency in January of this year. She is the third person.to assume this role within the last 20 months and there was some lost momentum. However, no where does the IEP NOFA say that CEP services must be restricted only to a specific site. Such a requirement would be overly rigid and limit a broad number of youth recreational and educational activities that are by their nature deterrents to drug related activity. =Find`ing 3 - Program Evaluation and Reporting] Page 43 99-SF-209-1002 Auditee Comments The Housing Authority maintains that, through its normal housing management activities, it is aware of the type and intensity of the drug-related activities at the target sites. The Housing Authority management team has both management records on site (eviction activities) and on-going dialogue with residents and the Project PRIDE deputies. These sources of information provide guidance on the extent of the problem. We have met regularly with the local the U.S. Attorney, District Attorney, Sheriffs Department, residents, local municipal advisory councils school representatives and a host of community based organizations to ascertain the extent and nature of crime at our target sites. The data provided by the Sheriffs department has been included in each application and six-month report. It is not manipulated by the Housing Authority, We conduct focus groups and survey residents in conjunction with Justice Department grants as well as each DEP grant--our findings are not unlike those found in the IO random survey: residents are aware of the drug prevention and treatment programs being offered by the Housing Authority. In fact, the close involvement with Housing Authority management has led the DEP deputies to suggest the use of broader legal tools to suppress illegal drug activity. The agency has sought aggressive pursuit of temporary restraining orders to keep cleaned- up areas free of returning problem individuals. After much persuasion, County Counsel successfully promoted the use of such restraining orders. With the assistance of the local District Attorney, our first permanent restraining order was obtained at a DEP target site in October 1998. The DEP program is staffed on site by four individuals at one target site one individual at another target site, three law enforcement officers who cover two sites and is oversee by an Assistant Department Director and Department Director. All of these individuals contribute to the content of the six-month report. The Recreation Coordinator maintains the complete participant logs on site and they are included in the 6-month report and annual grant application. The police logs are developed by the Sheriffs department and are included in the 6-month and annual grant application. Contrary to the IO auditors finding, they do break down crime stats by EACH QUARTER similar to previous comparable periods. For example, one six month report reads "Recorded incidents of narcotics/drug related arrests within the North Richmond area was 2.96 cases per 1,000. This was a 26.0% decrease as compared to the base July 1, 1989 through June 30, 1990." The next sentences refers to the target area--for which data was not kept separately in the base year of 1989, as the area was not yet a Drug Elimination Program site. It states "Recorded incidents of crime within the Project Pride [the target DEP site] was 215.6 cases per 1,000 population. There, was no base in which to make a comparison. This is a 12.20% decrease from the 3" qtr. of 1997."'This report included DEP grants for 1995 and 1996. The fact is that all criminal activity information provided by the Sheriffs Department was reviewed by the agency, ' Dec 1997 DEP 6-month Report, Section 1, Criminal Statistics Report 99-SF-209-1002 Page 44 _.... ............ _.. ........................................................................................................................................._.. .......................................................................................................................................................................................................................... ......... ......... ........ ............... ...11.11,111, Auditee Comments determined by program staff: to be adequate to assess the law enforcement services provided and was reported to HUD. 2. On Page 11 of 18 the IG says: "...Nevertheless, the semiannual reports applicable to the 1994 to 1996 grants described activities, but did not shad if the quantifiable goals contained in the application were achieved. This was principally due to the housing authority not collecting information which could show whether the goal was achieved. When information was obtained it was not compared to the objectives..," In each of the DEP program year, residents were surveyed about their attitudes and perceptions regarding the program, crime data is collected and reviewed, law enforcement support of housing management actions such as evictions, and stay away orders are detailed in the annual grant application and 6-month reports. Included in the narrative is the actual involvement of the deputies in community meetings and collaborations such as the National Weed and Seed effort. The statistics are provided by the Sheriff, not manipulated by the Housing Authority and are consistent with on site housing manager staff reports of conditions at the target properties. They are specific in that they detail narcotics and drug related arrests within the County, the local community and the target Project Pride DEP sites. The second six-month report for each year tallies the statistics for the entire year. Since it is reported to HUD on a six-month, not quarterly basis, that appeared adequate to the DEP program staff. Contrary to the ICS's report, a comparison is made to the prior year as noted in the response above. The Housing Authority does not employ forensic statisticians and thus, relies upon our local law enforcement agencies to provide uniform crime reporting data. While early IEP six-month reports did not break down the development (project), current reports carry this level of comparison and have for the past three years. All recent six-month reports compare county and area crime stats with the target sites. This was an imorovement made in the reporting during the years covered by the IG Audit. The annual grant applications also detailed crime statistics with a level of specificity that should provide a sense of the effectiveness of the program. (see 1996 DEP Grant Application, Section 6, p. 8) ` Anecdotal information also supports our interpretation of the crime stats. We have ten-"5 employees working at each of the target sites as well as tenant councils; community based organizations and other County program offices. All provide daily accountability and information on site-based activities. The IG report states: There was no crimp rate information for the development relating to the period before the DEP-funded deputies were available, so an overall comparison of the improvement 1 crime could not be made. Before there was a DEP program, the 1996 DEP Grant Application Section 6, p. 8 Page 45 99-SF-209-1002 Auditee Comments Sheriff's Department did not capture crime data by housing authority boundaries because they had no reason to. It is a goal of the HA to conduct an evaluation of the program using the goals cited in the program grant application approved for the current DEP program. The evaluation will be useful in malting appropriate program adjustments and in helping design future collaborations with Justice Department activities such as the Weed and Seed Strategy now underway at the target developments. (Finding 4 - Accounting Records} HACCC maintained all DEP transactions in the General Ledger. At the end of every month, the DEP accounts were analyzed to identify the transactions by individual grant awards. This was done because the grant amounts and the line items were relatively minimal compared to other programs managed by HACCC. This method was sufficient for the Line of Credit Control (LOCCS) cash drawdown. The ledger and the initial documents identify DEP transactions and the year to which they apply. The Housing Authority is able, from records maintained, to assign all DEP expenses to a specific DEP grant year. We disagree with the ICS report's statement that "It appeared that the housing authority was not aware of the need to maintain accounting records that identified individual transactions among the DEP grants." Staff was aware of this standard but believed the minimal size of the program activity did not warrant maintaining a separate ledger which separated the costs by year, because 1) if needed; this ledger could be constructed from the available records and 2) such a ledger was not needed to conduct day to day DEP business. We agree to record all transactions in the general ledger by the year of the DEP grant award. This will assist program and fiscal staff to further analyze DEP progress and provide a better audit trail. 99-SF-209-1002 Page 46 ................................................................ _.. .......................................................................................................................................................... ... .................................................................................... _. Appendix C -------------- istribution Director, Office of Public Housing, California State Office, HUD Secretary's Representative, California. State Office, HUD Director, Administrative Service Center, Colorado State Office, HUD Office of Comptroller, Texas State Office, HUD Field Accounting Center, Texas State Office, HUD Comptroller, Office of Public and Indian Housing, HUD Director, Office of Budget,HUD Director, Enforcement Center, HUD Director, Office of Crime Prevention and Security, HUD Associate General Counsel, Office of Assisted Housing and Community Development, HUD Assistant to the Deputy Secretary for Field. Management, HUD Chief Financial Officer, HUD Deputy Chief Financial Officer, HUD Deputy Assistant to the Secretary for Labor Relations, HUD Acquisition Librarian, HUD Committee on Governmental Affairs, U.S. Senate Government Reform and Oversight Committee, U.S. House of Representatives Subcommittee on General Oversight and Investigations, U.S. House of Representatives Director, Housing and Community Development Issue Area, U.S. General Accounting Office Housing Authority of the County of Contra Costa Page 47 99--sF-209-I002