Loading...
HomeMy WebLinkAbout19C - FY 2018-19 SINGLE AUDIT REPORTREQUEST FOR COUNCIL ACTION CITY COUNCIL MEETING DATE: MARCH 17, 2020 TITLE: RECEIVE AND FILE — FISCAL YEAR 2018-19 SINGLE AUDIT REPORT CLERK OF COUNCIL USE ONLY: _••e• ❑ As Recommended ❑ As Amended ❑ Ordinance on 1sl Reading ❑ Ordinance on 2nd Reading ❑ Implementing Resolution ❑ Set Public Hearing For_ CONTINUED TO /s/Kristine Ridge FILE NUMBER CITY MANAGER RECOMMENDED ACTION Receive and file the Single Audit Report for the fiscal year ended June 30, 2019. DISCUSSION All non-federal entities that expend $750,000 or more of federal assistance in a year are required to obtain an annual audit to comply with the regulations and compliance requirements of the Office of Management and Budget (OMB). The City of Santa Ana (the City) expended $49.5 million of federal awards during Fiscal Year 2018-19 (from July 1, 2018 to June 30, 2019). The Single Audit (Exhibit 1) has been completed by the City's independent auditor, White Nelson Diehl Evans LLP. The Accounting Division is pleased to report that the City received an unmodified opinion (clean) on the Single Audit Report and no compliance findings were noted. The clean opinion indicates that the City complied, in all material respects, with the compliance requirements that could have a direct and material effect on each of its major federal programs for the fiscal year ended June 30, 2019. The auditors selected Housing Voucher Cluster and Highway Planning and Construction as major programs for the audit. The Single Audit Report for the fiscal year ended June 30, 2019 is posted and available on the City's website (https://www.santa-ana.org/finance/comprehensive-annual-financial-reports-cafr- and-other-financial-reports), along with Single Audit reports for prior fiscal years. In addition, the report has been submitted for certification as part of the Single Audit Data Collection Form process. STRATEGIC PLAN ALIGNMENT Approval of this item allows the City to meet Goal #4 - City Financial Stability, Objective #1 (maintain a Stable, Efficient, and Transparent Financial Environment). 19C-1 Receive and File — Fiscal Year 2018-19 Single Audit Report March 17, 2020 Page 2 FISCAL IMPACT There is no fiscal impact associated with this action. Kathryn Downs, CPA Executive Director Finance and Management Services Agency Exhibit: 1. Fiscal Year 2018-19 Single Audit Report 19C-2 EXHIBIT 7 CITY OF SANTAANA, CALIFORNIA SINGLE AUDIT OF FEDERAL AWARDS AND OTHER FINANCIAL INFORMATION JUNE 30, 2019 19C-3 CITY OF SANTA ANA, CALIFORNIA TABLE OF CONTENTS June 30, 2019 Page Number Independent Auditors' Report on Internal Control over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards 1-2 Independent Auditors' Report on Compliance for Each Major Federal Program, Report on Internal Control over Compliance, Report on Schedule of Expenditures of Federal Awards Required by the Uniform Guidance, Schedule of Expenditures of State Awards Required by the State of California, and Housing Authority of the City of Santa Ana Financial Data Schedules Required by the US Department of Housing and Urban Development 3 - 5 Schedule of Expenditures of Federal Awards 6-9 Schedule of Expenditures of State Awards 10 Notes to the Schedules of Expenditures of Federal and State Awards 11 Housing Authority of the City of Santa Ana Financial Data Schedules: Financial Data Schedule of Assets, Liabilities, and Equity as of June 30, 2019 12 Financial Data Schedule of Revenues, Expenses, and Changes in Equity for the Fiscal Year Ended June 30, 2019 13 Schedule of Findings and Questioned Costs Summary Schedule of Prior -Year Audit Findings 14 - 15 16 19C-4 INDEPENDENT AUDITORS' REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENTAUDITING STANDARDS Honorable City Council of the City of Santa Ana Santa Ana, California We have audited, in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States, the financial statements of the governmental activities, the business -type activities, each major fund, and the aggregate remaining fund information of the City of Santa Ana, California (the City), as of and for the year ended June 30, 2019, and the related notes to the financial statements, which collectively comprise the City's basic financial statements, and have issued our report thereon dated December 3, 2019. Internal Control over Financial Reporting In planning and performing our audit of the financial statements, we considered the City's internal control over financial reporting (internal control) to determine the audit procedures that are appropriate in the circumstances for the purpose of expressing our opinions on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of the City's internal control. Accordingly, we do not express an opinion on the effectiveness of the City's internal control. A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control, such that there is a reasonable possibility that a material misstatement of the City's financial statements will not be prevented, or detected and corrected, on a timely basis. A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance. Our consideration of internal control was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be material weaknesses or significant deficiencies. Given these limitations, during our audit we did not identify any deficiencies in internal control that we consider to be material weaknesses. However, material weaknesses may exist that have not been identified. 2875 Michelle Drive, Suite 300 1 Irvine, 491C..4606 I WNDECPA.com 1 714.978.1300 Compliance and Other Matters As part of obtaining reasonable assurance about whether the City's financial statements are free from material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements, noncompliance with which could have a direct and material effect on the determination of financial statement amounts. However, providing an opinion on compliance with those provisions was not an objective of our audit, and accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Government Auditing Standards. Purpose of This Report The purpose of this report is solely to describe the scope of our testing of internal control and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the City's internal control or on compliance. This report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the City's internal control and compliance. Accordingly, this communication is not suitable for any other purpose. z'�.��te� ,1 ;JJ ZzP Irvine, California December 3, 2019 196-6 INDEPENDENT AUDITORS' REPORT ON COMPLIANCE FOR EACH MAJOR FEDERAL PROGRAM, REPORT ON INTERNAL CONTROL OVER COMPLIANCE, REPORT ON SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS REQUIRED BY THE UNIFORM GUIDANCE, SCHEDULE OF EXPENDITURES OF STATE AWARDS REQUIRED BY THE STATE OF CALIFORNIA, AND HOUSING AUTHORITY OF THE CITY OF SANTAANA FINANCIAL DATA SCHEDULES REQUIRED BY THE US DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT Honorable City Council of the City of Santa Ana Santa Ana, California Report on Compliance for Each Major Federal Program We have audited the City of Santa Ana's (the City) compliance with the types of compliance requirements described in Office of Management and Budget Compliance Supplement that could have a direct and material effect on each of the City's major federal programs for the year ended June 30, 2019. The City's major federal programs are identified in the summary of auditors' results section of the accompanying schedule of findings and questioned costs. Management's Responsibility Management is responsible for compliance with the federal statutes, regulations, and the terms and conditions of its federal awards applicable to its federal programs. Auditors' Responsibility Our responsibility is to express an opinion on compliance for each of the City's major federal programs based on our audit of the types of compliance requirements referred to above. We conducted our audit of compliance in accordance with auditing standards generally accepted in the United States of America, the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States, and the audit requirements of Title 2 US Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). Those standards and the Uniform Guidance require that we plan and perform the audit to obtain reasonable assurance about whether noncompliance with the types of compliance requirements referred to above that could have a direct and material effect on a major federal program occurred. An audit includes examining, on a test basis, evidence about the City's compliance with those requirements and performing such other procedures as we considered necessary in the circumstances. We believe that our audit provides a reasonable basis for our opinion on compliance for each major federal program. However, our audit does not provide a legal determination of the City's compliance. 3 2875 Michelle Drive, Suite 300 1 hvine, 491C. 7606 I WNDECPA.com 1 714.978.1300 Opinion on Each Major Federal Program In our opinion, the City complied, in all material respects, with the types of compliance requirements referred to above that could have a direct and material effect on each of its major federal programs for the year ended June 30, 2019. Report on Internal Control over Compliance Management of the City is responsible for establishing and maintaining effective internal control over compliance with the types of compliance requirements referred to above. In planning and performing our audit of compliance, we considered the City's internal control over compliance with the types of compliance requirements that could have a direct and material effect on each major federal program to determine the auditing procedures that are appropriate in the circumstances for the purpose of expressing an opinion on compliance for each major federal program and to test and report on internal control over compliance in accordance with the Uniform Guidance, but not for the purpose of expressing an opinion on the effectiveness of internal control over compliance. Accordingly, we do not express an opinion on the effectiveness of the City's internal control over compliance. A deficiency in internal control over compliance exists when the design or operation of a control over compliance does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, noncompliance with a type of compliance requirement of a federal program on a timely basis. A material weakness in internal control over compliance is a deficiency, or combination of deficiencies, in internal control over compliance, such that there is a reasonable possibility that material noncompliance with a type of compliance requirement of a federal program will not be prevented, or detected and corrected, on a timely basis. A significant deficiency in internal control over compliance is a deficiency, or a combination of deficiencies, in internal control over compliance with a type of compliance requirement of a federal program that is less severe than a material weakness in internal control over compliance, yet important enough to merit attention by those charged with governance. Our consideration of internal control over compliance was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control over compliance that might be material weaknesses or significant deficiencies. We did not identify any deficiencies in internal control over compliance that we consider to be material weaknesses. However, material weaknesses may exist that have not been identified. The purpose of this report on internal control over compliance is solely to describe the scope of our testing of internal control over compliance and the results of that testing based on the requirements of the Uniform Guidance. Accordingly, this report is not suitable for any other purpose. 196-8 Report on Schedule of Expenditures of Federal Awards Required by the Uniform Guidance, the Schedule of Expenditures of State Awards Required by the State of California, and the Housing Authority of the City of Santa Ana Financial Data Schedules Required by the US Department of Housing and Urban Development We have audited the financial statements of the governmental activities, the business -type activities, each major fund, and the aggregate remaining fund information of the City of Santa Ana as of and for the year ended June 30, 2019, and the related notes to the financial statements, which collectively comprise the City's basic financial statements. We issued our report thereon dated December 3, 2019, which contained unmodified opinions on those financial statements. Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the basic financial statements. The accompanying Schedule of Expenditures of Federal Awards, the Schedule of Expenditures of State Awards, and the Housing Authority of the City of Santa Ana Financial Data Schedules are presented for purposes of additional analysis as required by the Uniform Guidance, the State of California, and the US Department of Housing and Urban Development, respectively, and are not a required part of the basic financial statements. Such information is the responsibility of management and was derived from and relates directly to the underlying accounting and other records used to prepare the basic financial statements. The information has been subjected to the auditing procedures applied in the audit of the financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the basic financial statements or to the basic financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, the Schedule of Expenditures of Federal Awards, the Schedule of Expenditures of State Awards, and the Housing Authority of the City of Santa Ana Financial Data Schedules are fairly stated in all material respects in relation to the basic financial statements as a whole. Irvine, California February 28, 2020, except for the Report on the Schedule of Expenditures of Federal Awards Required by the Uniform Guidance, the Schedule of Expenditures of State Awards Required by the State of California, and the Housing Authority of the City of Santa Ana Financial Data Schedules Required by the US Department of Housing and Urban Development to which the date is December 3, 2019. 196-9 SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS 19C-10 CITY OF SANTA ANA, CALIFORNIA Schedule of Expenditures of Federal Awards For the Fiscal Year Ended June 30, 2019 Federal Grantor / Pass -Through Grantor / Program Title Catalog of Federal Domestic Assistance Number Program Identification Number U.S. Department of Housing and Urban Development Direct Programs: Community Development Block Grants/Entitlement Grants: Community Development Block Grants 14.218 B-14-MC-06-0508 Community Development Block Grants 14.218 B-15-MC-06-0508 Community Development Block Grants 14.218 B-16-MC-06-0508 Community Development Block Grants 14.218 B-17-MC-06-0508 Community Development Block Grants 14.218 B-18-MC-06-0508 Community Development Block Grants 14.218 B-18-MC-06-0508(PI) Neighborhood Stabilization Program 1 14.218 B-08-MN-06-0522(PI) Neighborhood Stabilization Program 3 14.218 B-11-MN-06-0522(PI) Subtotal Community Development Block Grants/Entitlement Grants Emergency Solutions Grant Program Emergency Solutions Grant Program Subtotal Emergency Solutions Grant Program Housing Voucher Cluster: Section 8 Housing Choice Vouchers Mainstream Vouchers Subtotal Housing Voucher Cluster Family Self -Sufficiency Program Family Self -Sufficiency Program Subtotal Family Self -Sufficiency Program HOME Investment Partnerships Program HOME Investment Partnerships Program HOME Investment Partnerships Program HOME Investment Partnerships Program HOME Investment Partnerships Program HOME Investment Partnerships Program HOME Investment Partnerships Program HOME Investment Partnerships Program Subtotal HOME Investment Partnerships Program ARRA - Neighborbood Stabilization Program 2 Housing Opportunities for Persons with AIDS Total U.S. Department of Housing and Urban Development (PI) = Program Income 14.231 E-17-MC-06-0508 14.231 E-18-MC-06-0508 14.871 SF-503 Voucher 14.879 FR-6100-N43 14.896 14.896 14.239 14.239 14.239 14.239 14.239 14.239 14.239 14.239 FSS17CA2017-01-00 FSS18CA2644-01-00 M-11-MC-06-0535 M-13-MC-06-0535 M-14-MC-06-0535 M-15-MC-06-0535 M-16-MC-06-0535 M-17-MC-06-0535 M-17-MC-06-0535(PI) M-18-MC-06-0535(PI) 14.256 B-09-LN-CA-0047(PI) 14.241 CA-H13-T0-06 See accompanying notes to Schedules of Expenditures of Federal and State Awards. Federal Awards Expenditures $ 96,079 9,957 51,607 260,355 2,648,836 282,254 8,172 4,545 3,361,805 Amount Provided to Subrecipients 810,218 33,274 843,492 86,781 54,283 469,790 386,485 556,571 440,768 35,592,582 - 16,416 35,608,998 58,504 52,005 110,509 471,844 29,568 108,229 93,032 171,756 186,403 4,710 36,976 1,102,518 10,310 2,992 40,753,703 1,284,260 (Continued) CITY OF SANTA ANA, CALIFORNIA Schedule of Expenditures of Federal Awards For the Fiscal Year Ended June 30, 2019 (Continued) Catalog of Federal Federal Grantor / Domestic Program Federal Amount Pass -Through Grantor / Assistance Identification Awards Provided to Program Title Number Number Expenditures Subrecipients U.S. Department of Labor Workforce Innovation and OpportunityAct (WIOA) Cluster: Passed through CA Employment Development Department: WIOA Adult Program(VOS Enhancement) 17.258 K7102060 $ 2,255 $ - WIOA Adult Program 17.258 K8106656 102,285 - WIOA Adult Program 17.258 K9110047 695,681 Subtotal WIOA Adult Program 800,221 WIOA Dislocated Worker Formula Grants 17.278 K8106656 220,021 - WIOA Dislocated Worker FormulaGrants 17.278 K9110047 570,625 - WIOADislocatedWorkerFormulaGrants(Rapid Response) 17.278 K8106656 290,794 - WIOADislocatedWorkerFormulaGrants(Rapid Response) 17.278 K9110047 264,044 Subtotal WIOA Dislocated Worker Formula Grants 1,345,484 WIOA Youth Activities 17.259 K8106656 116,790 WIOA Youth Activities 17.259 K9110047 785,128 421,725 Subtotal WIOA Youth Activities 901,918 421,725 Passed through County of Orange Community Resources Agency WIOA Dislocated Worker Formula Grants 17.278 16-28-0039-RWS-P 137,049 Subtotal Workforce Innovation and Opportunity Act (WIOA) Cluster 3, 184,672 421,725 Total U.S. Department of abor 3,184,672 421,725 U.S. Department of Transportation Passed through CA Department of Transportation: Highway Planning and Construction: National Highway Performance Program 20.205 BRLS 5063(153) 17,517 - National HighwayPerformanceProgram 20.205 BRLS 5063(184) 156,748 - Bicycle Corridor Improvement 20.205 CMAQ 5063(180) BCI 38,738 - Bicycle Corridor Improvement 20.205 CMAQ 5063(181) BCI 79,071 - Bicycle Corridor Improverent 20.205 CMAQ 5063(183) BCI 15,500 - Demonstration Sec 117 20.205 DEMO 5063(145) 365,805 - Regional Surface Transportation Program 20.205 STPL 5063(176) 106,131 - Highway Safety Improvement Program 20.205 HSIPL 5063(171) 45,778 - Highway Safety Improvement Program 20.205 HSIPL 5063(186) 44,186 - Highway Safety Improvement Program 20.205 HSIPL 5063(187) 32,874 - Highway Safety Improvement Program 20.205 HSIPL 5063(188) 69,788 - Highway Safety Improvement Program 20.205 HSIPL 5063(189) 37,357 - Highway Safety Improvement Program 20.205 HSIPL 5063(190) 94288 Subtotal Highway Planning and Construction 1,103,781 (Continued) See accompanying notes to Schedules of Expenditures of Federal and State Awards. 7 19C-12 CITY OF SANTA ANA, CALIFORNIA Schedule of Expenditures of Federal Awards For the Fiscal Year Ended June 30, 2019 (Continued) Catalog of Federal Federal Grantor / Domestic Program Federal Amount Pass -Through Grantor / Assistance Identification Awards Provided to Program Title Number Number Expenditures Subrecipients Passed through CA Office of Traffic Safety: State and Community Highway Safety: Selective Traffic Enforcement 20.600 PT18133 $ 157,428 $ - SelectiveTrafficEnforcement 20.600 PT19133 303,913 - Public Education on Bicycle Safety 20.600 PS18029 74,565 - Public Education on Bicycle Safety 20.600 PS19031 17,897 Subtotal State and Community Highway Safety 553,803 Total U.S. Department of Transportation 1,657,584 U.S. Department of Justice Direct Programs: Equitable Sharing Program (Asset Forfeiture) 16.922 - 795,436 Public Safety Partnership& Community Policing Grants 16.710 2016-UL-WX-0020 382,090 Passed through Human Options: Culturally and Linguistically Specific Services Program 16.016 2016-WE-AX-0054 109295 Total U.S. Department of Justice 1,286,821 U.S. Department of Homeland Security Homeland Security Grant Program: Passed through CA Office of Emergency Services: Urban Area Security Initiative 2017 97.067 2017-00083 059-95010 802,273 - Passed through City of Anaheim: Urban Area Security Initiative 2016 97.067 2016-SS-0102 895,739 Subtotal Homeland Security Grant Program 1,698,012 Passed through County of Orange Sheriffs Department: Emergency Management Performance Grants 97.042 EMPG 2018-0008 42,303 Total U.S. Department of Homeland Security 1,740,315 U.S. Department of Health and Human Services Passed through County of Orange Social Services Agency: Temporary Assistance for Needy Families 93.558 WRR0216 535,110 (Continued) See accompanying notes to Schedules of Expenditures of Federal and State Awards. 19d-13 CITY OF SANTA ANA, CALIFORNIA Schedule of Expenditures of Federal Awards For the Fiscal Year Ended June 30, 2019 (Continued) Catalog of Federal Federal Grantor / Domestic Program Pass -Through Grantor / Assistance Identification Program Title Number Number U.S. Institute of Museum and Library Services Direct Program: National L eadership CA ants 45.312 LG-07-14-0067-14 Passed through California State Library: Grants to States (Library Services and Technology Act 2012) 45.310 L 5-00-17-0005-17 Total U.S. Institute of Museum and Library Services U.S. Department of Treasury Direct Program: Equitable Sharing Program (Asset Forfeiture) 21.016 - Total Expenditures of Federal Awards See accompanying notes to Schedules of Expenditures of Federal and State Awards. Federal Amount Awards Provided to Expenditures Subrecipients $ 20,336 $ 26,281 46,617 298,165 $ 49,502,987 $ 1,705,985 19G-14 SCHEDULE OF EXPENDITURES OF STATE AWARDS 19C-15 CITY OF SANTA ANA, CALIFORNIA Schedule of Expenditures of State Awards For the Fiscal Year Ended June 30, 2019 Program State Identification Awards Grantor / Program Title Number Expenditures CA Department of Alcoholic Beverage Control Alcoholic Beverage Control Grant 17G-LA44 $ 31,666 CA Department of Housing and Community Development Housing Related Parks Program 16-HRPP-11475 518,109 Affordable Housing Sustainable Communities Program 16-AHSC-11200 5,973 524,082 CA Department of Motor Vehicles SCAQMD Mobile Source Air Pollution Reduction 2012-MSRC NIL 12014 24,033 SCAQMD Mobile Source Air Pollution Reduction MSRC GRANT -NIL 18046 60,000 84,033 CA Department of Parks and Recreation Statewide Park Program - Proposition 84 C6905016 456,600 CA Natural Resources Agency Urban Greening Grant Program - Proposition 84 U59151-0 17,439 CA Department of Resources Recycling and Recovery Oil Payment Program OPP4 7,716 Oil Payment Program OPP7 20,340 OiI Payment Program OPP8 90,695 Beverage Container Payment Program FY 16/17 10,912 129,663 CA Department of Transportation Active Transportation Program ATPL-5063(161) 96,213 Active Transportation Program ATPL-5063(170) 94,316 Active Transportation Program ATPL-5063(172) 121,637 Active Transportation Program ATPL-5063(173) 23,758 Active Transportation Program ATPL-5063(174) 4,696 Active Transportation Program ATPL-5063(177) 119,380 Active Transportation Program ATPL-5063(178) 315,296 Active Transportation Program ATPL-5063(185) 258,378 Active Transportation Program- SB 1 Augmentation ATPSBIL-5063(191) 4,962 Active Transportation Program- SB 1 Augmentation ATPSBIL-5063(193) 10,125 Active Transportation Program- SB 1 Augmentation ATPSBIL-5063(195) 10,939 Southern California Association of Goverment Grant 2754823U3.01/4823E.01 99,770 1,159,470 Total Expenditures of State Awards $ 2.402,953 See accompanying notes to Schedules of Expenditures of Federal and State Awards. 10 19C-16 NOTES TO THE SCHEDULES OF EXPENDITURES OF FEDERAL AND STATE AWARDS 19C-17 CITY OF SANTA ANA, CALIFORNIA NOTES TO THE SCHEDULES OF EXPENDITURES OF FEDERAL AND STATE AWARDS For the year ended June 30, 2019 1. BASIS OF PRESENTATION The accompanying Schedules of Expenditures of Federal and State Awards (the Schedules) include the federal and state award activities of the City of Santa Ana, California (the City), under programs of the federal government and the State of California, as well as federal and state financial assistance passed through other government agencies for the year ended June 30, 2019. The information in the Schedule of Expenditures of Federal Awards (SEFA) is presented in accordance with the requirements of Title 2 US Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). Because the Schedules present only a selected portion of the operations of the City, they are not intended to, and do not, present the financial statements of the City. The City's reporting entity is defined in Note I of the notes to the City's financial statements. 2. BASIS OF ACCOUNTING The accompanying Schedules are presented using the modified accrual basis of accounting for governmental funds and the accrual basis for proprietary funds, which is described in the Note 1 of the notes to the City's financial statements. Such expenditures are recognized following the cost principles contained in the Uniform Guidance, wherein certain types of expenditures are not allowable or are limited as to reimbursement. The information in the SEFA is presented in accordance with the requirements of the Uniform Guidance. Therefore, some amounts presented in the SEFA may differ from amounts presented in, or used in the preparation of, the basic financial statements. Pass -through entity identifying numbers are identified where available. 1►11 1: • 1 The City has elected not to use the 10% de minimis indirect cost rate allowed under the Uniform Guidance. 4. CONTINGENCIES Under the terms of federal and state grants, additional audits may be requested by the grantor agencies and certain costs may be questioned as not being appropriate expenditures under the terms of the grants. Such audits could lead to a request for reimbursement to the grantor agencies. 196-18 HOUSING AUTHORITY OF THE CITY OF SANTA ANA FINANCIAL DATA SCHEDULES 19C-19 CITY OF SANTA ANA, CALIFORNIA Housing Authority of the City of Santa Ana Financial Data Schedule of Assets, Liabilities, and Equity June 30, 2019 Fam tiv Self Line Item sufficiency noosing Choice Mainstream No. Account Description Program Vouchers Vouchers Toul Assets Current Assets: ill Cash -Unrestricted S - $ 269,956 $ 14,546 $ 284,502 113 Cash - Other Restricted - 428,007 375,905 803,912 115 Cash- Restricted for Payment of Current Liabilities 133,384 133,384 100 Total Cash 831,347 390,451 1,221,798 Receivables: 122 Accounts Receivable- HUD Other Projects 14,155 - - 14,155 125 Accounts Receivable - Miscellaneous - 1,872 - 1,872 129 Fraud Recovery - 15,666 - 15,666 128.1 Allowance for Doubtful Accounts - Fraud - (5,640) - (5,640) 129 Accrued Interest Receivable 1,877 1,673 3,550 120 Total Receivables, Net of Allowances for Doubtful Accounts 14,155 13,775 1,673 29,603 142 Prepaid Expenses and Other Assets 20,247 20,247 150 Total Current Assets 14,155 865,369 392,124 1,271,648 Noncurrent Assets: Fixed Assets: 164 Furniture,Equipment&Machinery - Administration 166 Accumulated Depreciation 160 Total Fixed Assets, Net of Accumulated Depreciation 174 Other Assets 180 Total Non -Current Assets 290 Total Assets and Deferred Outflows of Resources Liabilities and Eenity Liabilities: 312 Accounts Payable - HUD PHA Programs r90 days 322 Acemed Compensated Absences - Current Portion 331 Accounts Payable - HUD PHA Programs 342 Deferred Revenues 345 Other Current Liabilities 346 Accrued Liabilities - Other 310 Total Current Liabilities Noncurent Liabilities: 353 Noncurrent L iabilities - Other 354 Accrued Compensated Absences - Non Current 350 Total Noncurrent Liabilities 300 Total Liabilities Equity: 509.3 Restricted Fund Balance 511.3 Assigned Fund Balance 513 Total Equity- Net Assets/Position 14,155 865,369 392,124 1,271,648 12,402 22,639 283 - 10,809 14,155 133,385 12,402 22,639 - 283 698 11,507 - 147,540 14,155 179,518 698 194,371 400,150 - 400,150 67,916 67,916 468,066 468,066 14,155 647,584 698 662,437 49,845 376,880 426,725 167,940 14,546 182,486 217,785 391,426 609,211 600 Total Liabilities, Deferred Inflows of Resources and Equity- Net Assets/Posilum $ 14,155 $ 865,369 $ 392,124 $ 1,271,648 196-20 CITY OF SANTA ANA, CALIFORNIA Housing Authority of the City of Santa Ana Financial Data Schedule of Revenues, Expenses, and Changes in Equity For the Fiscal Year Ended June 30, 2019 Focally Self Line Item Sufficiency Housing Choice Mainstream No. Account Description Program vouchers vouchers Tout Rev®ees 70600 HUD PHA Operating Grants $ 110,509 $ 35,377,665 $ 404,802 $ 35,892,976 71100 Investment Income - Unrestricted - ADMIN - 6,412 - 6,412 71400 Freud Recovery - 19,934 - 19,934 71500 Other Revenue - 154,483 - 154,483 72000 Investment Income - Restricted - HAP 153 3,040 3,193 70000 Total Revenue 110,509 35,558,647 407,842 36,076,998 Expens Administrative: 91100 Administrative Salaries - 977,991 - 977,991 91200 Auditing Fees - 13,721 - 13,721 91400 Advertising and Marketing - 8,593 - 8,593 91500 Employee Benefit Contributions - Administrative - 517,896 - 517,896 91600 Other Operating - Administrative 3,818 449,188 - 453,006 91800 Travel, Training & Transportation - 29 - 29 91810 Allocated Overhead - 202,789 - 202,789 91900 Otlrm 36,150 36,150 Total Operating- Administrative Expenses 3,818 2,206,357 2,210,175 Tenant Services: 92100 Tenant Services - Salaries 74,843 - - 74,843 92300 Employee Benefit Contributions - Tenant Services 31,848 31,848 92500 Total Tenavt Services 106,691 106,691 General Expenses: 96140 All Other Insurance - - - - 96200 Other General Expenses - 750,602 - 750,602 96210 Compensated Absences 96000 Total Operating- General Expenses 750,602 750,602 96900 Total Operating Expenses 110,509 2,956,959 3,067,468 97000 Excess Operating Revenue over Operating Expenses - 32,601,688 407,842 33,009,530 97300 Housing Assistance Payments - 32,564,430 16,416 32,580,846 97350 HA Portability -In 44,766 44,766 90000 Total Expenses 110,509 35,566,155 16,416 35,693,080 10093 Transfers between Pregnant & Project -In - - - - 10094 Transfers between Program & Project -Out 10000 Excess (Deficiency) of Operating Revenues Over(Under)Expenses $ $ (7,508) $ 391,426 $ 383,918 Memo Account Information: 11030 Beginning Equity $ - $ 225,293 $ - $ 225,293 11040 Prior period Adjustments and Equity Transfers - - - - 11050 Changes in Compensated Absence Balance - - - - 11200 Unit Months Available - 32,388 400 32,788 11210 Number f Unit Months Leased - 31,030 22 31,052 11170 Administrative Fee Equity - 167,940 14,546 182,486 11180 Humors Assistance Payments Equity 49,845 376,880 426,725 Line 11170 & 11180 - 217,785 391,426 $ 609,211 Line 513 217,785 391,426 $ $ $ 196-21 SCHEDULE OF FINDINGS AND QUESTIONED COSTS 19C-22 CITY OF SANTA ANA, CALIFORNIA SCHEDULE OF FINDINGS AND QUESTIONED COSTS For the year ended June 30, 2019 1. SUMMARY OF AUDITORS' RESULTS Financial Statements Type of auditors' report issued: • Unmodified Internal control over financial reporting: • Material weakness identified? yes x no • Significant deficiency identified? yes x none reported Noncompliance material to financial statements noted: _ yes x no Federal Awards Internal control over major programs: • Material weakness identified? yes x no • Significant deficiency identified? yes x none reported Type of auditors' report issued on compliance for major programs: • Unmodified Any audit findings disclosed that are required to be reported in accordance with 2 CFR Section 200.516(a)? yes x no Identification of major programs: CFDA Number 14.871 and 14.879 20.205 Dollar threshold used to distinguish between Type A and Type B programs: Name of Federal Program or Cluster Housing Voucher Cluster Highway Planning and Construction $ 1,485,090 Auditee qualified as low -risk auditee? x yes no 196 23 CITY OF SANTA ANA, CALIFORNIA SCHEDULE OF FINDINGS AND QUESTIONED COSTS (CONTINUED) For the year ended June 30, 2019 2. FINDINGS RELATING TO FINANCIAL STATEMENTS None noted. 3. FINDINGS AND QUESTIONED COSTS RELATING TO MAJOR FEDERAL AWARDS None noted. 196-24 CITY OF SANTA ANA, CALIFORNIA SUMMARY SCHEDULE OF PRIOR -YEAR AUDIT FINDINGS For the year ended June 30, 2019 1. FINDINGS RELATING TO FINANCIAL STATEMENTS None noted. 2. FINDINGS AND QUESTIONED COSTS RELATING TO MAJOR FEDERAL AWARDS None noted. 196 25