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HomeMy WebLinkAboutItem 12 - Recieve and File Single Audit Report for the Fiscal Year Ended June 30, 2020 Finance and Management Services https://www.santa-ana.org/finance Item # 12 City of Santa Ana 20 Civic Center Plaza, Santa Ana, CA 92701 Staff Report April 20, 2021 TOPIC: Receive and File Single Audit Report for the Fiscal Year Ended June 30, 2020 AGENDA TITLE: Receive and File Single Audit Report for the Fiscal Year Ended June 30, 2020 RECOMMENDED ACTION Receive and file the Single Audit Report for the Fiscal Year ended June 30, 2020. DISCUSSION All non-Federal entities that expend $750,000 or more of Federal awards each fiscal year are required to obtain a Single Audit to comply with the regulations of the Federal Office of Management and Budget (OMB). The Single Audit for the fiscal year ended June 30, 2020 has been completed by the City’s independent auditor, CliftonLarsonAllen LLP. During Fiscal Year 2019-20, the City administered 27 Federal grant programs and expended $59.1 million, representing an increase of $9.6 million from the prior fiscal year. The increase was primarily due to $4.8 million in additional Community Development Block Grant (CDBG) capital improvement expenditures, $2.9 million passed through to a subrecipient related to the Urban Area Security Initiative program, and $1.7 million of various COVID-19 related expenditures. Of the 27 programs administered by the City, the auditors identified three major programs for the audit: CDBG Cluster ($8.9 million), Homeland Security Grant Program ($4.3 million), and COVID-19 Coronavirus Relief Fund ($0.5 million). The Finance and Management Agency is pleased to report that the City received an unmodified opinion commonly known as a clean opinion, which is considered the most favorable conclusion for the audit. The unmodified opinion indicates that the City has complied, in all material respects, with the compliance requirements for the fiscal year ended June 30, 2020 and no compliance findings were noted related with its federal grant programs. The report (Exhibit 1) is posted and available on the City’s website Receive and File Single Audit Report for the Fiscal Year Ended June 30, 2020 April 20, 2021 Page 2 6 5 5 (https://www.santa-ana.org/finance/comprehensive-annual-financial-reports-and-other- financial-reports) along with prior fiscal years. In addition, the report has been submitted for certification as part of the Single Audit Data Collection Form process. ENVIRONMENTAL IMPACT There is no environmental impact associated with this action. FISCAL IMPACT There is no fiscal impact associated with this action. EXHIBIT(S) 1. FY 2019-20 Single Audit Report Submitted By: Kathryn Downs, Executive Director Finance and Management Services Approved By: Kristine Ridge, City Manager CLAconnect.com WEALTH ADVISORY OUTSOURCING AUDIT, TAX, AND CONSULTING CITY OF SANTA ANA, CALIFORNIA SINGLE AUDIT OF FEDERAL AWARDS AND OTHER FINANCIAL INFORMATION JUNE 30, 2020 Exhibit 1 CITY OF SANTA ANA, CALIFORNIA TABLE OF CONTENTS June 30, 2020 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, 2020 12 Financial Data Schedule of Revenues, Expenses, and Changes in Equity for the Fiscal Year Ended June 30, 2020 13 Schedule of Findings and Questioned Costs 14 - 15 Summary Schedule of Prior-Year Audit Findings 16 CliftonLarsonAllen LLP CLAconnect.com 1 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 To the Honorable City Council of the City of Santa Ana Santa Ana, California We have audited, in accordance with the 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, 2020, and the related notes to the basic financial statements, which collectively comprise the City’s basic financial statements and have issued our report thereon dated December 10, 2020. 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) as a basis for designing 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. 2 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 financial statements. 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. CliftonLarsonAllen LLP Irvine, California December 10, 2020 CliftonLarsonAllen LLP CLAconnect.com 3 INDEPENDENT AUDITORS’ REPORT ON COMPLIANCE FOR EACH MAJOR FEDERAL PROGRAM, REPORT ON INTERNAL CONTROL OVER COMPLIANCE, REPORT ON THE 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 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 the OMB 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, 2020. 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. 4 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, 2020. 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. 5 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, 2020, and the related notes to the financial statements, which collectively comprise the City’s basic financial statements. We issued our report thereon dated December 10, 2020, 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. CliftonLarsonAllen LLP Irvine, California March 25, 2021 SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS CITY OF SANTA ANA, CALIFORNIA Schedule of Expenditures of Federal Awards For the Fiscal Year Ended June 30, 2020 Federal Grantor / Pass-Through Passed Pass-Through Grantor / Entity Identifying Federal Through to Program / Cluster Title Number Expenditures Subrecipients U.S. Department of Housing and Urban Development Direct Programs: CDBG - Entitlement Grants Cluster: Community Development Block Grants/Entitlement Grants: Community Development Block Grants N/A 501,121$ -$ Community Development Block Grants N/A 445,289 - Community Development Block Grants N/A 1,403,996 - Community Development Block Grants N/A 1,109,914 - Community Development Block Grants N/A 1,001,043 17,370 Community Development Block Grants N/A 3,411,862 810,171 Community Development Block Grants N/A 211,038 39,771 COVID-19 - Community Development Block Grants N/A 845,751 492,803 Neighborhood Stabilization Program 1 N/A 15,522 - Neighborhood Stabilization Program 3 N/A 4,212 - Subtotal CDBG - Entitlement Grants Cluster 8,949,748 1,360,115 Emergency Solutions Grant Program N/A 5,910 5,910 Emergency Solutions Grant Program N/A 449,179 372,938 COVID-19 - Emergency Solutions Grant Program N/A 10,590 - Subtotal Emergency Solutions Grant Program 465,679 378,848 Housing Vouchers Cluster: Section 8 Housing Choice Vouchers N/A 37,606,806 - COVID-19 - Section 8 Housing Choice Vouchers - CARES Act N/A 69,762 - Subtotal Section 8 Housing Choice Vouchers 37,676,568 - Mainstream Vouchers N/A 845,417 - COVID-19 - Mainstream Vouchers - CARES Act N/A 633 - Subtotal Mainstream Vouchers 846,050 - Subtotal Housing Voucher Cluster 38,522,618 - Family Self-Sufficiency Program N/A 86,754 - Family Self-Sufficiency Program N/A 51,104 - Subtotal Family Self-Sufficiency Program 137,858 - HOME Investment Partnerships Program N/A 124,383 - HOME Investment Partnerships Program N/A 13,972 - HOME Investment Partnerships Program N/A 81,788 - HOME Investment Partnerships Program N/A 178,300 - HOME Investment Partnerships Program N/A 28,378 - Subtotal HOME Investment Partnerships Program 426,821 - (Continued) See accompanying Notes to the Schedules of Expenditures of Federal and State Awards 6 Catalog of Federal Domestic Assistance Number 14.218 14.218 14.218 14.218 14.218 14.218 14.218 14.218 14.218 14.239 14.239 14.218 14.879 14.239 14.239 14.239 14.896 14.896 14.871 14.231 14.231 14.231 14.871 14.879 CITY OF SANTA ANA, CALIFORNIA Schedule of Expenditures of Federal Awards For the Fiscal Year Ended June 30, 2020 (Continued) Federal Grantor / Pass-Through Passed Pass-Through Grantor / Entity Identifying Federal Through to Program / Cluster Title Number Expenditures Subrecipients ARRA - Neighborhood Stabilization Program 2 N/A 5,662$ -$ Housing Opportunities for Persons with AIDS N/A 20,728 20,728 Total U.S. Department of Housing and Urban Development 48,529,114 1,759,691 U.S. Department of Labor Workforce Innovation and Opportunity Act (WIOA) Cluster: Passed through CA Employment Development Department: WIOA Adult Program K9110047 39,507 - WIOA Adult Program AA011027 912,263 - Subtotal WIOA Adult Program 951,770 - WIOA Dislocated Worker Formula Grants K9110047 226,182 - WIOA Dislocated Worker Formula Grants AA011027 624,593 - WIOA Dislocated Worker Formula Grants (Rapid Response) K9110047 8,498 - WIOA Dislocated Worker Formula Grants (Rapid Response) AA011027 344,052 - Subtotal WIOA Dislocated Worker Formula Grants 1,203,325 - WIOA Youth Activities K9110047 79,654 - WIOA Youth Activities AA011027 598,651 420,708 Subtotal WIOA Youth Activities 678,305 420,708 Passed through County of Orange Community Resources Agency WIOA Adult Program 16-28-0039-RWS-P 1,471 - Passed through Goodwill Industries of Orange: WIOA Adult Program (Veterans Employment Assistance Program) K9110010 21,164 - Subtotal Workforce Innovation and Opportunity Act (WIOA) Cluster 2,856,035 420,708 Passed through CA Employment Development Department: WIOA National Dislocated Worker Grants 17.277 AA011027 759 - Total U.S. Department of Labor 2,856,794 420,708 U.S. Department of Transportation Highway Planning and Construction Cluster: Highway Planning and Construction: Passed through CA Department of Transportation: National Highway Performance Program BRLS 5063(184) 130,462 - Bicycle Corridor Improvement CMAQ 5063(180) BCI 1,323 - Bicycle Corridor Improvement CMAQ 5063(181) BCI 26,667 - (Continued) See accompanying Notes to the Schedules of Expenditures of Federal and State Awards. 7 14.256 Catalog of Federal Domestic Assistance Number 14.241 17.258 17.258 20.205 20.205 17.278 20.205 17.278 17.259 17.278 17.259 17.258 17.258 17.278 CITY OF SANTA ANA, CALIFORNIA Schedule of Expenditures of Federal Awards For the Fiscal Year Ended June 30, 2020 (Continued) Federal Grantor / Pass-Through Passed Pass-Through Grantor / Entity Identifying Federal Through to Program / Cluster Title Number Expenditures Subrecipients Bicycle Corridor Improvement CMAQ 5063(182) BCI 3,601$ -$ Bicycle Corridor Improvement CMAQ 5063(183) BCI 39,238 - Demonstration Sec 117 DEMO 5063(145)930 - Highway Safety Improvement Program HSIPL 5063(171) 846 - Highway Safety Improvement Program HSIPL 5063(186) 2,328 - Highway Safety Improvement Program HSIPL 5063(188) 1,249 - Highway Safety Improvement Program HSIPL 5063(189) 27,186 - Highway Safety Improvement Program HSIPL 5063(190) 3,503 - Passed through Southern California Association of Government: Active Transportation Program ATPLNI-6049(018) 27,563 - Subtotal Highway Planning and Construction 264,896 - Highway Safety Cluster: State and Community Highway Safety: Passed through CA Office of Traffic Safety: Selective Traffic Enforcement PT19133 148,708 - Selective Traffic Enforcement PT20164 363,688 - Public Education on Bicycle Safety PS19031 32,100 - Public Education on Bicycle Safety PS20034 4,750 - Subtotal State and Community Highway Safety 549,246 - Total U.S. Department of Transportation 814,142 - U.S. Department of Justice Direct Programs: Equitable Sharing Program (Asset Forfeiture) N/A 517,261 - Bulletproof Vest Partnership Program N/A 40,000 - Body Worn Camera Policy and Implementation N/A 30,550 - COVID-19 - Coronavirus Emergency Supplemental Funding Program N/A 344,739 - Passed through County of Orange Sheriff's Department: Edward Byrne Memorial Justice Assistance Grant Program: Byrne Justice Assistance Grant 2017 2017-DJ-BX-0990 92,190 - Byrne Justice Assistance Grant 2018 2018-DJ-BX-0820 63,685 - Subtotal Edward Byrne Memorial Justice Assistance Grant Program 155,875 - Passed through Human Options: Culturally and Linguistically Specific Services Program 2016-WE-AX-0054 10,864 - Total U.S. Department of Justice 1,099,289 - (Continued) See accompanying Notes to the Schedules of Expenditures of Federal and State Awards. 8 20.205 20.600 16.922 20.600 16.016 16.738 20.600 20.600 20.205 20.205 20.205 20.205 20.205 Catalog of Federal Domestic Assistance Number 20.205 20.205 20.205 16.738 16.607 16.835 16.034 CITY OF SANTA ANA, CALIFORNIA Schedule of Expenditures of Federal Awards For the Fiscal Year Ended June 30, 2020 (Continued) Federal Grantor / Pass-Through Passed Pass-Through Grantor / Entity Identifying Federal Through to Program / Cluster Title Number Expenditures Subrecipients U.S. Department of Homeland Security Homeland Security Grant Program: Passed through CA Office of Emergency Services: Urban Area Security Initiative 2017 2017-00083 059-95010 3,789,975$ 3,122,200$ Passed through City of Anaheim: Urban Area Security Initiative 2018 2018-0054 530,319 - Subtotal Homeland Security Grant Program 4,320,294 3,122,200 Passed through CA Office of Emergency Services: Disaster Grants - Public Assistance FEMA-4305-DR-CA 99,617 - Passed through County of Orange Sheriff's Department: Emergency Management Performance Grants EMPG 2019-0003 42,760 - Total U.S. Department of Homeland Security 4,462,671 3,122,200 U.S. Department of Health and Human Services Passed through County of Orange Social Services Agency: Temporary Assistance for Needy Families WRR0216 593,102 - U.S. Department of Treasury Direct Program: Equitable Sharing Program (Asset Forfeiture) N/A 285,036 - Coronavirus Relief Fund: Passed through County of Orange: COVID-19 - Coronavirus Relief Fund A-2020-122 466,778 - Subtotal Coronavirus Relief Fund 466,778 - Total U.S. Department of Treasury 751,814 - Total Expenditures of Federal Awards 59,106,926$ 5,302,599$ See accompanying Notes to the Schedules of Expenditures of Federal and State Awards. 9 21.019 21.016 97.067 97.067 93.558 97.042 97.036 Assistance Number Catalog of Federal Domestic SCHEDULE OF EXPENDITURES OF STATE AWARDS CITY OF SANTA ANA, CALIFORNIA Schedule of Expenditures of State Awards For the Fiscal Year Ended June 30, 2020 Program State Identification Awards Grantor / Program Title Number Expenditures CA Department of Alcoholic Beverage Control Alcoholic Beverage Control Grant 19G-LA39 79,405$ CA Department of Education RSCCD - Strong Workforce Program DO-18-2226-01 51,221 CA Business Consumer Services and Housing Agency Homeless Emergency Aid Program 18-HEAP-00007 1,529,770 Homeless Housing Assistance & Prevention COVID-19 20-HCFC-00019 226,308 1,756,078 CA Department of Housing and Community Development Affordable Housing Sustainable Communities Program 16-AHSC-11200 119,507 SB2 Planning Grants Program 19-PGP-13895 45,168 164,675 CA Department of Motor Vehicles SCAQMD Mobile Source Air Pollution Reduction 2013-MSRC ML12014 34,000 CA Natural Resources Agency Urban Greening Grant Program - Proposition 84 U59151-0 462,734 Advanced Metering Infrastructure GF1806-0 518,326 981,060 CA Department of Resources Recycling and Recovery Oil Payment Program OPP9 45,610 Oil Payment Program OPP10 66,604 Beverage Container Payment Program FY 17/18 48,143 160,357 CA Department of Transportation Active Transportation Program ATPL-5063(170)88,678 Active Transportation Program ATPL-5063(172)954,852 Active Transportation Program ATPL-5063(174)11,310 Active Transportation Program ATPL-5063(177)27,593 Active Transportation Program ATPL-5063(178)737,842 Active Transportation Program ATPL-5063(185)225,712 Active Transportation Program - SB1 Augmentation ATPSB1L-5063(191)154,372 Active Transportation Program - SB1 Augmentation ATPSB1L-5063(193)230,163 Active Transportation Program - SB1 Augmentation ATPSB1L-5063(195)337,097 Active Transportation Program - SB1 Augmentation ATPSB1L-5063(196)66,183 Active Transportation Program - SB1 Augmentation ATPSB1L-5063(197)75,807 Active Transportation Program - SB1 Augmentation ATPSB1L-5063(198)45,865 Active Transportation Program - SB1 Augmentation ATPSB1L-5063(199)13,206 Southern California Association of Government Grant 275-4823U3.01/4823E.01 170,275 3,138,955 CA Office of Emergency Services OES - Public Assistance Grant CAL OES ID 059-69000 27,383 CA Workforce Development Board County of Orange Social Services - Prison to Employment 16-28-0039-RWS-P 30,274 Total Expenditures of State Awards 6,423,408$ See accompanying Notes to the Schedules of Expenditures of Federal and State Awards. 10 NOTES TO THE SCHEDULES OF EXPENDITURES OF FEDERAL AND STATE AWARDS 11 CITY OF SANTA ANA, CALIFORNIA NOTES TO THE SCHEDULES OF EXPENDITURES OF FEDERAL AND STATE AWARDS FOR THE YEAR ENDED JUNE 30, 2020 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, 2020. 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 1 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 for all awards with the exception of CFDA 21.019, which follows criteria determined by the Department of Treasury for allowability of costs. Under these principles, 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. 3. INDIRECT COST RATE 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. HOUSING AUTHORITY OF THE CITY OF SANTA ANA FINANCIAL DATA SCHEDULES CITY OF SANTA ANA, CALIFORNIA Housing Authority of the City of Santa Ana Financial Data Schedule of Assets, Liabilities, and Equity June 30, 2020 Line Item No. Account Description Family Self Sufficiency Program Housing Choice Vouchers Mainstream Vouchers Housing Choice Vouchers CARES ACT Mainstream Vouchers CARES ACT Total Assets Current Assets: 111 Cash - Unrestricted $ - $ 529,637 $ - $ - $ - $ 529,637 113 Cash - Other Restricted - 1,908,980 19,641 529,157 2,195 2,459,973 115 Cash - Restricted for Payment of Current Liabilities - 150,861 - - - 150,861 100 Total Cash - 2,589,478 19,641 529,157 2,195 3,140,471 Receivables: 122 Accounts Receivable - HUD Other Projects - 17,701 16,630 - - 34,331 125 Accounts Receivable - Miscellaneous - - - - - - 128 Fraud Recovery - 13,426 - - - 13,426 128.1 Allowance for Doubtful Accounts - Fraud - (4,833) - - - (4,833) 129 Accrued Interest Receivable - - - - - - 120 Total Receivables, Net of Allowances for Doubtful Accounts - 26,294 16,630 - - 42,924 142 Prepaid Expenses and Other Assets - 13,425 - 13,425 150 Total Current Assets - 2,629,197 36,271 529,157 2,195 3,196,820 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 - 2,629,197 36,271 529,157 2,195 3,196,820 Liabilities and Equity Liabilities: 312 Accounts Payable - HUD PHA Programs <=90 days - 4,797 - - - 4,797 322 Accrued Compensated Absences - Current Portion - 18,704 - - - 18,704 331 Accounts Payable - HUD PHA Programs - 1,608 2,473 - - 4,081 342 Deferred Revenues - 8,593 613 529,157 2,195 540,558 345 Other Current Liabilities - 150,861 - - - 150,861 346 Accrued Liabilities - Other - - - - - - 310 Total Current Liabilities - 184,563 3,086 529,157 2,195 719,001 Noncurrent Liabilities: 353 Noncurrent Liabilities - Other - 452,584 - - - 452,584 354 Accrued Compensated Absences - Non Current - 56,113 - - - 56,113 350 Total Noncurrent Liabilities - 508,697 - - - 508,697 300 Total Liabilities - 693,260 3,086 529,157 2,195 1,227,698 Equity: 509.3 Restricted Fund Balance - 1,468,213 17,168 - - 1,485,381 511.3 Assigned Fund Balance - 467,724 16,017 - - 483,741 513 Total Equity - Net Assets/Position - 1,935,937 33,185 - - 1,969,122 600 Total Liabilities, Deferred Inflows of Resources and Equity - Net Assets/Position $ - $ 2,629,197 $ 36,271 $ 529,157 $ 2,195 $ 3,196,820 12 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, 2020 Line Item No. Account Description Family Self Sufficiency Program Housing Choice Vouchers Mainstream Vouchers Housing Choice Vouchers CARES ACT Mainstream Vouchers CARES ACT Total Revenues 70600 HUD PHA Operating Grants $ 137,858 $ 39,158,024 $ 487,166 $ 69,762 $ 633 $ 39,853,443 71100 Investment Income - Unrestricted - ADMIN - 2,835 10 - - 2,845 71400 Fraud Recovery - 10,408 - - - 10,408 71500 Other Revenue - 138,106 - - - 138,106 72000 Investment Income - Restricted - HAP - - - - - - 70000 Total Revenue 137,858 39,309,373 487,176 69,762 633 40,004,802 Expenses Administrative: 91100 Administrative Salaries - 871,720 18,458 36,605 493 927,276 91200 Auditing Fees - 33,597 - - - 33,597 91400 Advertising and Marketing - 3,418 - - - 3,418 91500 Employee Benefit Contributions - Administrative - 559,604 11,059 25,793 140 596,596 91600 Other Operating - Administrative 16,947 431,977 2,530 786 - 452,240 91800 Travel, Training & Transportation - - - - - - 91810 Allocated Overhead - 167,601 3,317 6,578 - 177,496 91900 Other - 36,525 - - - 36,525 91000 Total Operating - Administrative Expenses 16,947 2,104,442 35,364 69,762 633 2,227,148 Tenant Services: 92100 Tenant Services - Salaries 79,551 - - - - 79,551 92300 Employee Benefit Contributions - Tenant Services 41,360 - - - - 41,360 92500 Total Tenant Services 120,911 - - - - 120,911 General Expenses: 96140 All Other Insurance - - - - - - 96200 Other General Expenses - 728,413 - - - 728,413 96210 Compensated Absences - - - - - - 96000 Total Operating - General Expenses - 728,413 - - - 728,413 96900 Total Operating Expenses 137,858 2,832,855 35,364 69,762 633 3,076,472 97000 Excess Operating Revenue over Operating Expenses - 36,476,518 451,812 - - 36,928,330 97300 Housing Assistance Payments - 34,728,728 810,053 - - 35,538,781 97350 HA Portability-In - 29,638 - - - 29,638 90000 Total Expenses 137,858 37,591,221 845,417 69,762 633 38,644,891 10093 Transfers between Program & Project-In - - - - - - 10094 Transfers between Program & Project-Out - - - - - - 10000 Excess (Deficiency) of Operating Revenues Over (Under) Expenses $ - $ 1,718,152 $ (358,241) $ - $ - $ 1,359,911 Memo Account Information: 11030 Beginning Equity - 217,785 391,426 - - 609,211 11040 Prior period Adjustments and Equity Transfers - - - - - - 11050 Changes in Compensated Absence Balance - - - - - - 11200 Unit Months Available - 32,388 611 - - 32,999 11210 Number of Unit Months Leased - 30,764 611 - - 31,375 11170 Administrative Fee Equity - 467,724 16,017 - - 483,741 11180 Housing Assistance Payments Equity - 1,468,213 17,168 - - 1,485,381 Line 11170 & 11180 - 1,935,937 33,185 - - $ 1,969,122 Line 513 - 1,935,937 33,185 - - $ - $ - $ - $ - $ - 13 SCHEDULE OF FINDINGS AND QUESTIONED COSTS 14 CITY OF SANTA ANA, CALIFORNIA SCHEDULE OF FINDINGS AND QUESTIONED COSTS FOR THE YEAR ENDED JUNE 30, 2020 Section I – Summary of Auditors’ Results Financial Statements 1. Type of auditors’ report issued: Unmodified 2. Internal control over financial reporting:  Material weakness(es) identified? yes x no  Significant deficiency(ies) identified? yes x none reported 3. Noncompliance material to financial statements noted? yes x no Federal Awards 1. Internal control over major federal programs:  Material weakness(es) identified? yes x no  Significant deficiency(ies) identified? yes x none reported 2. Type of auditors’ report issued on compliance for major federal programs: Unmodified 3. Any audit findings disclosed that are required to be reported in accordance with 2 CFR 200.516(a)? yes x no Identification of Major Federal Programs CFDA Number(s) Name of Federal Program or Cluster 14.218 Community Development Block Grants Cluster 97.067 Homeland Security Grant Program 21.019 Coronavirus Relief Fund Dollar threshold used to distinguish between Type A and Type B programs: $ 1,773,207 Auditee qualified as low-risk auditee? x yes no 15 CITY OF SANTA ANA, CALIFORNIA SCHEDULE OF FINDINGS AND QUESTIONED COSTS (CONTINUED) FOR THE YEAR ENDED JUNE 30, 2020 Section II – Financial Statement Findings Our audit did not disclose any matters required to be reported in accordance with Government Auditing Standards. Section III – Findings and Questioned Costs – Major Federal Programs Our audit did not disclose any matters required to be reported in accordance with 2 CFR 200.516(a). 16 CITY OF SANTA ANA, CALIFORNIA SUMMARY SCHEDULE OF PRIOR-YEAR AUDIT FINDINGS FOR THE YEAR ENDED JUNE 30, 2020 Section I – Financial Statement Findings None noted. Section II – Findings and Questioned Costs – Major Federal Programs None noted.