Audit 10627

FY End
2023-06-30
Total Expended
$31.79M
Findings
24
Programs
9
Year: 2023 Accepted: 2024-01-10
Auditor: Bdo USA

Organization Exclusion Status:

Checking exclusion status...

Findings

ID Ref Severity Repeat Requirement
8068 2023-001 Significant Deficiency - L
8069 2023-001 Significant Deficiency - L
8070 2023-001 Significant Deficiency - L
8071 2023-001 Significant Deficiency - L
8072 2023-001 Significant Deficiency - L
8073 2023-001 Significant Deficiency - L
8074 2023-002 Significant Deficiency - A
8075 2023-002 Significant Deficiency - A
8076 2023-002 Significant Deficiency - A
8077 2023-002 Significant Deficiency - A
8078 2023-002 Significant Deficiency - A
8079 2023-002 Significant Deficiency - A
584510 2023-001 Significant Deficiency - L
584511 2023-001 Significant Deficiency - L
584512 2023-001 Significant Deficiency - L
584513 2023-001 Significant Deficiency - L
584514 2023-001 Significant Deficiency - L
584515 2023-001 Significant Deficiency - L
584516 2023-002 Significant Deficiency - A
584517 2023-002 Significant Deficiency - A
584518 2023-002 Significant Deficiency - A
584519 2023-002 Significant Deficiency - A
584520 2023-002 Significant Deficiency - A
584521 2023-002 Significant Deficiency - A

Contacts

Name Title Type
UXEXLHVYPYG6 Juan Jimenez Auditee
3124913990 Jevon Knowles Auditor
No contacts on file

Notes to SEFA

Title: Note 4 Accounting Policies: The Schedule of Expenditures of Federal Awards includes the federal award activity of Easter Seals Metropolitan Chicago, Inc. and affiliates under programs of the Federal government for the year ended June 30, 2023. The information in this schedule is presented in accordance with the requirements of Title 2 U.S. Code of Federal Regulations, part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards. Expenditures reported on the Schedule are reported on the accrual basis of accounting, and such expenditures are recognized following the cost principle contained in the uniform guidance, wherein certain types of expenditures are not allowable or are limited as to reimbursement. De Minimis Rate Used: Y Rate Explanation: A 10% de minimis rate was used. The Schedule for the year ended June 30, 2023 includes food assistance, as follows: U.S. Department of Agriculture Passed through the Illinois State Board of Education - National School Lunch Program 10.555 $ 6,159

Finding Details

Criteria: 2 CFR 200 – Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards §202.303, Internal Controls, requires the recipients of federal funds maintain financial management systems that provide effective controls over accountability for all funds, property, and other assets. These controls should be in compliance with the internal control integrated framework. In addition, as noted above, the preparation of the consolidated financial statements is the responsibility of management, including management’s assertions that the consolidated financial statements are complete and accurate; that the rights and obligations recorded in the consolidated financial statements exist, belong to the entity, and are properly valued; and that the information presented in the consolidated financial statements is presented in accordance with generally accepted accounting principles. Furthermore, these standards require the entity to take prompt action to address findings identified and to protect personal identifiable information and other deemed sensitive information. Condition: During testing of journal entries, BDO identified instances where journal entries were created and reviewed/approved by the same individual, which did not comply with the Agency’s documented policies and procedures and identified control requiring a separate reviewer/approver from the creator of the journal entry. BDO noted that the information technology system allows an individual to post an entry without a separate level of review. Individuals that are able to post journal entries without a separate review included: Chief Financial Officer, Controller, and Accounting Manager. Cause: The Agency’s internal controls, as documented above, were not operating as designed causing some journal entries to be posted that were created and approved by the same individual. It was also noted that the information technology system does not require the reviewer/approver of a journal entry to be separate from the creator. Effect or Potential Effect: Potential misstatement due to lack of segregation of duties within the financial statement close process. Recommendation: The Agency should enhance manual controls in place to eliminate or reduce the instances where the creator and reviewer/approver of journal entries are performed by the same individual. Views of Responsible Officials: While it is the Agency’s policy that no individual who created a journal entry should review and/or post their own entry in the accounting system, the accounting system lacks a technology control to prevent such an occurrence from happening. As a result, a small percentage of entries were inadvertently approved by the same staff member who created the entries during the fiscal year ended June 30, 2023. Those entries were subsequently reviewed by management and the auditors and found to be appropriate. Also, in management’s view, the Agency has very strong mitigating controls in place in its financial review process that would have detected any material misstatements that could have resulted from these occurrences. That said, management agrees that additional measures are needed to ensure no further occurrences.
Criteria: 2 CFR 200 – Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards §202.303, Internal Controls, requires the recipients of federal funds maintain financial management systems that provide effective controls over accountability for all funds, property, and other assets. These controls should be in compliance with the internal control integrated framework. In addition, as noted above, the preparation of the consolidated financial statements is the responsibility of management, including management’s assertions that the consolidated financial statements are complete and accurate; that the rights and obligations recorded in the consolidated financial statements exist, belong to the entity, and are properly valued; and that the information presented in the consolidated financial statements is presented in accordance with generally accepted accounting principles. Furthermore, these standards require the entity to take prompt action to address findings identified and to protect personal identifiable information and other deemed sensitive information. Condition: During testing of journal entries, BDO identified instances where journal entries were created and reviewed/approved by the same individual, which did not comply with the Agency’s documented policies and procedures and identified control requiring a separate reviewer/approver from the creator of the journal entry. BDO noted that the information technology system allows an individual to post an entry without a separate level of review. Individuals that are able to post journal entries without a separate review included: Chief Financial Officer, Controller, and Accounting Manager. Cause: The Agency’s internal controls, as documented above, were not operating as designed causing some journal entries to be posted that were created and approved by the same individual. It was also noted that the information technology system does not require the reviewer/approver of a journal entry to be separate from the creator. Effect or Potential Effect: Potential misstatement due to lack of segregation of duties within the financial statement close process. Recommendation: The Agency should enhance manual controls in place to eliminate or reduce the instances where the creator and reviewer/approver of journal entries are performed by the same individual. Views of Responsible Officials: While it is the Agency’s policy that no individual who created a journal entry should review and/or post their own entry in the accounting system, the accounting system lacks a technology control to prevent such an occurrence from happening. As a result, a small percentage of entries were inadvertently approved by the same staff member who created the entries during the fiscal year ended June 30, 2023. Those entries were subsequently reviewed by management and the auditors and found to be appropriate. Also, in management’s view, the Agency has very strong mitigating controls in place in its financial review process that would have detected any material misstatements that could have resulted from these occurrences. That said, management agrees that additional measures are needed to ensure no further occurrences.
Criteria: 2 CFR 200 – Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards §202.303, Internal Controls, requires the recipients of federal funds maintain financial management systems that provide effective controls over accountability for all funds, property, and other assets. These controls should be in compliance with the internal control integrated framework. In addition, as noted above, the preparation of the consolidated financial statements is the responsibility of management, including management’s assertions that the consolidated financial statements are complete and accurate; that the rights and obligations recorded in the consolidated financial statements exist, belong to the entity, and are properly valued; and that the information presented in the consolidated financial statements is presented in accordance with generally accepted accounting principles. Furthermore, these standards require the entity to take prompt action to address findings identified and to protect personal identifiable information and other deemed sensitive information. Condition: During testing of journal entries, BDO identified instances where journal entries were created and reviewed/approved by the same individual, which did not comply with the Agency’s documented policies and procedures and identified control requiring a separate reviewer/approver from the creator of the journal entry. BDO noted that the information technology system allows an individual to post an entry without a separate level of review. Individuals that are able to post journal entries without a separate review included: Chief Financial Officer, Controller, and Accounting Manager. Cause: The Agency’s internal controls, as documented above, were not operating as designed causing some journal entries to be posted that were created and approved by the same individual. It was also noted that the information technology system does not require the reviewer/approver of a journal entry to be separate from the creator. Effect or Potential Effect: Potential misstatement due to lack of segregation of duties within the financial statement close process. Recommendation: The Agency should enhance manual controls in place to eliminate or reduce the instances where the creator and reviewer/approver of journal entries are performed by the same individual. Views of Responsible Officials: While it is the Agency’s policy that no individual who created a journal entry should review and/or post their own entry in the accounting system, the accounting system lacks a technology control to prevent such an occurrence from happening. As a result, a small percentage of entries were inadvertently approved by the same staff member who created the entries during the fiscal year ended June 30, 2023. Those entries were subsequently reviewed by management and the auditors and found to be appropriate. Also, in management’s view, the Agency has very strong mitigating controls in place in its financial review process that would have detected any material misstatements that could have resulted from these occurrences. That said, management agrees that additional measures are needed to ensure no further occurrences.
Criteria: 2 CFR 200 – Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards §202.303, Internal Controls, requires the recipients of federal funds maintain financial management systems that provide effective controls over accountability for all funds, property, and other assets. These controls should be in compliance with the internal control integrated framework. In addition, as noted above, the preparation of the consolidated financial statements is the responsibility of management, including management’s assertions that the consolidated financial statements are complete and accurate; that the rights and obligations recorded in the consolidated financial statements exist, belong to the entity, and are properly valued; and that the information presented in the consolidated financial statements is presented in accordance with generally accepted accounting principles. Furthermore, these standards require the entity to take prompt action to address findings identified and to protect personal identifiable information and other deemed sensitive information. Condition: During testing of journal entries, BDO identified instances where journal entries were created and reviewed/approved by the same individual, which did not comply with the Agency’s documented policies and procedures and identified control requiring a separate reviewer/approver from the creator of the journal entry. BDO noted that the information technology system allows an individual to post an entry without a separate level of review. Individuals that are able to post journal entries without a separate review included: Chief Financial Officer, Controller, and Accounting Manager. Cause: The Agency’s internal controls, as documented above, were not operating as designed causing some journal entries to be posted that were created and approved by the same individual. It was also noted that the information technology system does not require the reviewer/approver of a journal entry to be separate from the creator. Effect or Potential Effect: Potential misstatement due to lack of segregation of duties within the financial statement close process. Recommendation: The Agency should enhance manual controls in place to eliminate or reduce the instances where the creator and reviewer/approver of journal entries are performed by the same individual. Views of Responsible Officials: While it is the Agency’s policy that no individual who created a journal entry should review and/or post their own entry in the accounting system, the accounting system lacks a technology control to prevent such an occurrence from happening. As a result, a small percentage of entries were inadvertently approved by the same staff member who created the entries during the fiscal year ended June 30, 2023. Those entries were subsequently reviewed by management and the auditors and found to be appropriate. Also, in management’s view, the Agency has very strong mitigating controls in place in its financial review process that would have detected any material misstatements that could have resulted from these occurrences. That said, management agrees that additional measures are needed to ensure no further occurrences.
Criteria: 2 CFR 200 – Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards §202.303, Internal Controls, requires the recipients of federal funds maintain financial management systems that provide effective controls over accountability for all funds, property, and other assets. These controls should be in compliance with the internal control integrated framework. In addition, as noted above, the preparation of the consolidated financial statements is the responsibility of management, including management’s assertions that the consolidated financial statements are complete and accurate; that the rights and obligations recorded in the consolidated financial statements exist, belong to the entity, and are properly valued; and that the information presented in the consolidated financial statements is presented in accordance with generally accepted accounting principles. Furthermore, these standards require the entity to take prompt action to address findings identified and to protect personal identifiable information and other deemed sensitive information. Condition: During testing of journal entries, BDO identified instances where journal entries were created and reviewed/approved by the same individual, which did not comply with the Agency’s documented policies and procedures and identified control requiring a separate reviewer/approver from the creator of the journal entry. BDO noted that the information technology system allows an individual to post an entry without a separate level of review. Individuals that are able to post journal entries without a separate review included: Chief Financial Officer, Controller, and Accounting Manager. Cause: The Agency’s internal controls, as documented above, were not operating as designed causing some journal entries to be posted that were created and approved by the same individual. It was also noted that the information technology system does not require the reviewer/approver of a journal entry to be separate from the creator. Effect or Potential Effect: Potential misstatement due to lack of segregation of duties within the financial statement close process. Recommendation: The Agency should enhance manual controls in place to eliminate or reduce the instances where the creator and reviewer/approver of journal entries are performed by the same individual. Views of Responsible Officials: While it is the Agency’s policy that no individual who created a journal entry should review and/or post their own entry in the accounting system, the accounting system lacks a technology control to prevent such an occurrence from happening. As a result, a small percentage of entries were inadvertently approved by the same staff member who created the entries during the fiscal year ended June 30, 2023. Those entries were subsequently reviewed by management and the auditors and found to be appropriate. Also, in management’s view, the Agency has very strong mitigating controls in place in its financial review process that would have detected any material misstatements that could have resulted from these occurrences. That said, management agrees that additional measures are needed to ensure no further occurrences.
Criteria: 2 CFR 200 – Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards §202.303, Internal Controls, requires the recipients of federal funds maintain financial management systems that provide effective controls over accountability for all funds, property, and other assets. These controls should be in compliance with the internal control integrated framework. In addition, as noted above, the preparation of the consolidated financial statements is the responsibility of management, including management’s assertions that the consolidated financial statements are complete and accurate; that the rights and obligations recorded in the consolidated financial statements exist, belong to the entity, and are properly valued; and that the information presented in the consolidated financial statements is presented in accordance with generally accepted accounting principles. Furthermore, these standards require the entity to take prompt action to address findings identified and to protect personal identifiable information and other deemed sensitive information. Condition: During testing of journal entries, BDO identified instances where journal entries were created and reviewed/approved by the same individual, which did not comply with the Agency’s documented policies and procedures and identified control requiring a separate reviewer/approver from the creator of the journal entry. BDO noted that the information technology system allows an individual to post an entry without a separate level of review. Individuals that are able to post journal entries without a separate review included: Chief Financial Officer, Controller, and Accounting Manager. Cause: The Agency’s internal controls, as documented above, were not operating as designed causing some journal entries to be posted that were created and approved by the same individual. It was also noted that the information technology system does not require the reviewer/approver of a journal entry to be separate from the creator. Effect or Potential Effect: Potential misstatement due to lack of segregation of duties within the financial statement close process. Recommendation: The Agency should enhance manual controls in place to eliminate or reduce the instances where the creator and reviewer/approver of journal entries are performed by the same individual. Views of Responsible Officials: While it is the Agency’s policy that no individual who created a journal entry should review and/or post their own entry in the accounting system, the accounting system lacks a technology control to prevent such an occurrence from happening. As a result, a small percentage of entries were inadvertently approved by the same staff member who created the entries during the fiscal year ended June 30, 2023. Those entries were subsequently reviewed by management and the auditors and found to be appropriate. Also, in management’s view, the Agency has very strong mitigating controls in place in its financial review process that would have detected any material misstatements that could have resulted from these occurrences. That said, management agrees that additional measures are needed to ensure no further occurrences.
Criteria: The Code of Federal Regulations Section 200.414(f) states that non-federal entities may elect to charge a de minimis rate of 10% of modified total direct costs (MTDC), which may be used indefinitely. If chosen, this methodology once elected must be used consistently for all federal awards. Additionally, the Code of Federal Regulations Section 200.303, Internal Controls, states that a non-federal entity must (a) establish and maintain effective internal control over the federal award that provides reasonable assurance that the non-federal entity is managing the federal award in compliance with federal statutes, regulations, and the terms and conditions of the federal award. Condition: During our testing of indirect costs, we noted that three of the 25 drawdown requests sampled calculated indirect costs as 10% of total costs instead of calculating indirect costs as 10% of modified total direct costs, as elected by the Agency, totaling $29. The sample of 25 drawdown requests relates to multiple awards; however, the three drawdown requests using the incorrect indirect cost rate calculation relate to two contracts passed through the City of Chicago Department of Family and Support Services, Global PO 180897 and Global PO 181205. Cause: When the Agency elected the de minimis rate, the Manager of Grants and Contracts did not update the indirect cost rate calculation for two contracts to apply the de minimis rate. Effect: Management’s controls did not detect and timely correct the error identified in the condition above allowing the Agency to over-claim indirect costs related to federal awards. This resulted in noncompliance with federal requirements. Known Questioned Costs: $537 Context: We tested a sample of 25 items from a population of 492 items, totaling $30,955,994 and found three exceptions as noted in the condition, resulting in likely questioned costs of $29 and known questioned costs of $537. This is a condition identified per review of the Agency’s compliance with specified requirements using a statistically valid sample. Repeat Finding: This is not a repeated finding. Recommendation: We recommend the Agency implements policies and procedures in place to address rate changes applicable to federal grants and have controls in place to ensure those policies and procedures are followed on a consistent basis. Views of Responsible Officials: Historically, one small City of Chicago Department of Family and Support Services award had a lower cap on administrative costs than the Agency’s negotiated indirect cost rate. As a result, the Agency applied the lower rate of 10% of total costs to that grant. However, when the Agency’s request to elect the de minimis rate for indirect costs was approved for FY23, the grant’s administrative cost cap was no longer lower than the indirect costs calculated using the de minimis rate. At that time, we should have changed our indirect cost calculation methodology, but that change was not effectively implemented, and this error was not detected due to the very small impact of the error on revenue. The performance period of the grant affected by this error concluded on November 30, 2022, and all active awards are using the correct indirect cost calculation. As soon as this error was detected, the Agency issued a refund to the funder for the total over-claimed indirect cost amount.
Criteria: The Code of Federal Regulations Section 200.414(f) states that non-federal entities may elect to charge a de minimis rate of 10% of modified total direct costs (MTDC), which may be used indefinitely. If chosen, this methodology once elected must be used consistently for all federal awards. Additionally, the Code of Federal Regulations Section 200.303, Internal Controls, states that a non-federal entity must (a) establish and maintain effective internal control over the federal award that provides reasonable assurance that the non-federal entity is managing the federal award in compliance with federal statutes, regulations, and the terms and conditions of the federal award. Condition: During our testing of indirect costs, we noted that three of the 25 drawdown requests sampled calculated indirect costs as 10% of total costs instead of calculating indirect costs as 10% of modified total direct costs, as elected by the Agency, totaling $29. The sample of 25 drawdown requests relates to multiple awards; however, the three drawdown requests using the incorrect indirect cost rate calculation relate to two contracts passed through the City of Chicago Department of Family and Support Services, Global PO 180897 and Global PO 181205. Cause: When the Agency elected the de minimis rate, the Manager of Grants and Contracts did not update the indirect cost rate calculation for two contracts to apply the de minimis rate. Effect: Management’s controls did not detect and timely correct the error identified in the condition above allowing the Agency to over-claim indirect costs related to federal awards. This resulted in noncompliance with federal requirements. Known Questioned Costs: $537 Context: We tested a sample of 25 items from a population of 492 items, totaling $30,955,994 and found three exceptions as noted in the condition, resulting in likely questioned costs of $29 and known questioned costs of $537. This is a condition identified per review of the Agency’s compliance with specified requirements using a statistically valid sample. Repeat Finding: This is not a repeated finding. Recommendation: We recommend the Agency implements policies and procedures in place to address rate changes applicable to federal grants and have controls in place to ensure those policies and procedures are followed on a consistent basis. Views of Responsible Officials: Historically, one small City of Chicago Department of Family and Support Services award had a lower cap on administrative costs than the Agency’s negotiated indirect cost rate. As a result, the Agency applied the lower rate of 10% of total costs to that grant. However, when the Agency’s request to elect the de minimis rate for indirect costs was approved for FY23, the grant’s administrative cost cap was no longer lower than the indirect costs calculated using the de minimis rate. At that time, we should have changed our indirect cost calculation methodology, but that change was not effectively implemented, and this error was not detected due to the very small impact of the error on revenue. The performance period of the grant affected by this error concluded on November 30, 2022, and all active awards are using the correct indirect cost calculation. As soon as this error was detected, the Agency issued a refund to the funder for the total over-claimed indirect cost amount.
Criteria: The Code of Federal Regulations Section 200.414(f) states that non-federal entities may elect to charge a de minimis rate of 10% of modified total direct costs (MTDC), which may be used indefinitely. If chosen, this methodology once elected must be used consistently for all federal awards. Additionally, the Code of Federal Regulations Section 200.303, Internal Controls, states that a non-federal entity must (a) establish and maintain effective internal control over the federal award that provides reasonable assurance that the non-federal entity is managing the federal award in compliance with federal statutes, regulations, and the terms and conditions of the federal award. Condition: During our testing of indirect costs, we noted that three of the 25 drawdown requests sampled calculated indirect costs as 10% of total costs instead of calculating indirect costs as 10% of modified total direct costs, as elected by the Agency, totaling $29. The sample of 25 drawdown requests relates to multiple awards; however, the three drawdown requests using the incorrect indirect cost rate calculation relate to two contracts passed through the City of Chicago Department of Family and Support Services, Global PO 180897 and Global PO 181205. Cause: When the Agency elected the de minimis rate, the Manager of Grants and Contracts did not update the indirect cost rate calculation for two contracts to apply the de minimis rate. Effect: Management’s controls did not detect and timely correct the error identified in the condition above allowing the Agency to over-claim indirect costs related to federal awards. This resulted in noncompliance with federal requirements. Known Questioned Costs: $537 Context: We tested a sample of 25 items from a population of 492 items, totaling $30,955,994 and found three exceptions as noted in the condition, resulting in likely questioned costs of $29 and known questioned costs of $537. This is a condition identified per review of the Agency’s compliance with specified requirements using a statistically valid sample. Repeat Finding: This is not a repeated finding. Recommendation: We recommend the Agency implements policies and procedures in place to address rate changes applicable to federal grants and have controls in place to ensure those policies and procedures are followed on a consistent basis. Views of Responsible Officials: Historically, one small City of Chicago Department of Family and Support Services award had a lower cap on administrative costs than the Agency’s negotiated indirect cost rate. As a result, the Agency applied the lower rate of 10% of total costs to that grant. However, when the Agency’s request to elect the de minimis rate for indirect costs was approved for FY23, the grant’s administrative cost cap was no longer lower than the indirect costs calculated using the de minimis rate. At that time, we should have changed our indirect cost calculation methodology, but that change was not effectively implemented, and this error was not detected due to the very small impact of the error on revenue. The performance period of the grant affected by this error concluded on November 30, 2022, and all active awards are using the correct indirect cost calculation. As soon as this error was detected, the Agency issued a refund to the funder for the total over-claimed indirect cost amount.
Criteria: The Code of Federal Regulations Section 200.414(f) states that non-federal entities may elect to charge a de minimis rate of 10% of modified total direct costs (MTDC), which may be used indefinitely. If chosen, this methodology once elected must be used consistently for all federal awards. Additionally, the Code of Federal Regulations Section 200.303, Internal Controls, states that a non-federal entity must (a) establish and maintain effective internal control over the federal award that provides reasonable assurance that the non-federal entity is managing the federal award in compliance with federal statutes, regulations, and the terms and conditions of the federal award. Condition: During our testing of indirect costs, we noted that three of the 25 drawdown requests sampled calculated indirect costs as 10% of total costs instead of calculating indirect costs as 10% of modified total direct costs, as elected by the Agency, totaling $29. The sample of 25 drawdown requests relates to multiple awards; however, the three drawdown requests using the incorrect indirect cost rate calculation relate to two contracts passed through the City of Chicago Department of Family and Support Services, Global PO 180897 and Global PO 181205. Cause: When the Agency elected the de minimis rate, the Manager of Grants and Contracts did not update the indirect cost rate calculation for two contracts to apply the de minimis rate. Effect: Management’s controls did not detect and timely correct the error identified in the condition above allowing the Agency to over-claim indirect costs related to federal awards. This resulted in noncompliance with federal requirements. Known Questioned Costs: $537 Context: We tested a sample of 25 items from a population of 492 items, totaling $30,955,994 and found three exceptions as noted in the condition, resulting in likely questioned costs of $29 and known questioned costs of $537. This is a condition identified per review of the Agency’s compliance with specified requirements using a statistically valid sample. Repeat Finding: This is not a repeated finding. Recommendation: We recommend the Agency implements policies and procedures in place to address rate changes applicable to federal grants and have controls in place to ensure those policies and procedures are followed on a consistent basis. Views of Responsible Officials: Historically, one small City of Chicago Department of Family and Support Services award had a lower cap on administrative costs than the Agency’s negotiated indirect cost rate. As a result, the Agency applied the lower rate of 10% of total costs to that grant. However, when the Agency’s request to elect the de minimis rate for indirect costs was approved for FY23, the grant’s administrative cost cap was no longer lower than the indirect costs calculated using the de minimis rate. At that time, we should have changed our indirect cost calculation methodology, but that change was not effectively implemented, and this error was not detected due to the very small impact of the error on revenue. The performance period of the grant affected by this error concluded on November 30, 2022, and all active awards are using the correct indirect cost calculation. As soon as this error was detected, the Agency issued a refund to the funder for the total over-claimed indirect cost amount.
Criteria: The Code of Federal Regulations Section 200.414(f) states that non-federal entities may elect to charge a de minimis rate of 10% of modified total direct costs (MTDC), which may be used indefinitely. If chosen, this methodology once elected must be used consistently for all federal awards. Additionally, the Code of Federal Regulations Section 200.303, Internal Controls, states that a non-federal entity must (a) establish and maintain effective internal control over the federal award that provides reasonable assurance that the non-federal entity is managing the federal award in compliance with federal statutes, regulations, and the terms and conditions of the federal award. Condition: During our testing of indirect costs, we noted that three of the 25 drawdown requests sampled calculated indirect costs as 10% of total costs instead of calculating indirect costs as 10% of modified total direct costs, as elected by the Agency, totaling $29. The sample of 25 drawdown requests relates to multiple awards; however, the three drawdown requests using the incorrect indirect cost rate calculation relate to two contracts passed through the City of Chicago Department of Family and Support Services, Global PO 180897 and Global PO 181205. Cause: When the Agency elected the de minimis rate, the Manager of Grants and Contracts did not update the indirect cost rate calculation for two contracts to apply the de minimis rate. Effect: Management’s controls did not detect and timely correct the error identified in the condition above allowing the Agency to over-claim indirect costs related to federal awards. This resulted in noncompliance with federal requirements. Known Questioned Costs: $537 Context: We tested a sample of 25 items from a population of 492 items, totaling $30,955,994 and found three exceptions as noted in the condition, resulting in likely questioned costs of $29 and known questioned costs of $537. This is a condition identified per review of the Agency’s compliance with specified requirements using a statistically valid sample. Repeat Finding: This is not a repeated finding. Recommendation: We recommend the Agency implements policies and procedures in place to address rate changes applicable to federal grants and have controls in place to ensure those policies and procedures are followed on a consistent basis. Views of Responsible Officials: Historically, one small City of Chicago Department of Family and Support Services award had a lower cap on administrative costs than the Agency’s negotiated indirect cost rate. As a result, the Agency applied the lower rate of 10% of total costs to that grant. However, when the Agency’s request to elect the de minimis rate for indirect costs was approved for FY23, the grant’s administrative cost cap was no longer lower than the indirect costs calculated using the de minimis rate. At that time, we should have changed our indirect cost calculation methodology, but that change was not effectively implemented, and this error was not detected due to the very small impact of the error on revenue. The performance period of the grant affected by this error concluded on November 30, 2022, and all active awards are using the correct indirect cost calculation. As soon as this error was detected, the Agency issued a refund to the funder for the total over-claimed indirect cost amount.
Criteria: The Code of Federal Regulations Section 200.414(f) states that non-federal entities may elect to charge a de minimis rate of 10% of modified total direct costs (MTDC), which may be used indefinitely. If chosen, this methodology once elected must be used consistently for all federal awards. Additionally, the Code of Federal Regulations Section 200.303, Internal Controls, states that a non-federal entity must (a) establish and maintain effective internal control over the federal award that provides reasonable assurance that the non-federal entity is managing the federal award in compliance with federal statutes, regulations, and the terms and conditions of the federal award. Condition: During our testing of indirect costs, we noted that three of the 25 drawdown requests sampled calculated indirect costs as 10% of total costs instead of calculating indirect costs as 10% of modified total direct costs, as elected by the Agency, totaling $29. The sample of 25 drawdown requests relates to multiple awards; however, the three drawdown requests using the incorrect indirect cost rate calculation relate to two contracts passed through the City of Chicago Department of Family and Support Services, Global PO 180897 and Global PO 181205. Cause: When the Agency elected the de minimis rate, the Manager of Grants and Contracts did not update the indirect cost rate calculation for two contracts to apply the de minimis rate. Effect: Management’s controls did not detect and timely correct the error identified in the condition above allowing the Agency to over-claim indirect costs related to federal awards. This resulted in noncompliance with federal requirements. Known Questioned Costs: $537 Context: We tested a sample of 25 items from a population of 492 items, totaling $30,955,994 and found three exceptions as noted in the condition, resulting in likely questioned costs of $29 and known questioned costs of $537. This is a condition identified per review of the Agency’s compliance with specified requirements using a statistically valid sample. Repeat Finding: This is not a repeated finding. Recommendation: We recommend the Agency implements policies and procedures in place to address rate changes applicable to federal grants and have controls in place to ensure those policies and procedures are followed on a consistent basis. Views of Responsible Officials: Historically, one small City of Chicago Department of Family and Support Services award had a lower cap on administrative costs than the Agency’s negotiated indirect cost rate. As a result, the Agency applied the lower rate of 10% of total costs to that grant. However, when the Agency’s request to elect the de minimis rate for indirect costs was approved for FY23, the grant’s administrative cost cap was no longer lower than the indirect costs calculated using the de minimis rate. At that time, we should have changed our indirect cost calculation methodology, but that change was not effectively implemented, and this error was not detected due to the very small impact of the error on revenue. The performance period of the grant affected by this error concluded on November 30, 2022, and all active awards are using the correct indirect cost calculation. As soon as this error was detected, the Agency issued a refund to the funder for the total over-claimed indirect cost amount.
Criteria: 2 CFR 200 – Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards §202.303, Internal Controls, requires the recipients of federal funds maintain financial management systems that provide effective controls over accountability for all funds, property, and other assets. These controls should be in compliance with the internal control integrated framework. In addition, as noted above, the preparation of the consolidated financial statements is the responsibility of management, including management’s assertions that the consolidated financial statements are complete and accurate; that the rights and obligations recorded in the consolidated financial statements exist, belong to the entity, and are properly valued; and that the information presented in the consolidated financial statements is presented in accordance with generally accepted accounting principles. Furthermore, these standards require the entity to take prompt action to address findings identified and to protect personal identifiable information and other deemed sensitive information. Condition: During testing of journal entries, BDO identified instances where journal entries were created and reviewed/approved by the same individual, which did not comply with the Agency’s documented policies and procedures and identified control requiring a separate reviewer/approver from the creator of the journal entry. BDO noted that the information technology system allows an individual to post an entry without a separate level of review. Individuals that are able to post journal entries without a separate review included: Chief Financial Officer, Controller, and Accounting Manager. Cause: The Agency’s internal controls, as documented above, were not operating as designed causing some journal entries to be posted that were created and approved by the same individual. It was also noted that the information technology system does not require the reviewer/approver of a journal entry to be separate from the creator. Effect or Potential Effect: Potential misstatement due to lack of segregation of duties within the financial statement close process. Recommendation: The Agency should enhance manual controls in place to eliminate or reduce the instances where the creator and reviewer/approver of journal entries are performed by the same individual. Views of Responsible Officials: While it is the Agency’s policy that no individual who created a journal entry should review and/or post their own entry in the accounting system, the accounting system lacks a technology control to prevent such an occurrence from happening. As a result, a small percentage of entries were inadvertently approved by the same staff member who created the entries during the fiscal year ended June 30, 2023. Those entries were subsequently reviewed by management and the auditors and found to be appropriate. Also, in management’s view, the Agency has very strong mitigating controls in place in its financial review process that would have detected any material misstatements that could have resulted from these occurrences. That said, management agrees that additional measures are needed to ensure no further occurrences.
Criteria: 2 CFR 200 – Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards §202.303, Internal Controls, requires the recipients of federal funds maintain financial management systems that provide effective controls over accountability for all funds, property, and other assets. These controls should be in compliance with the internal control integrated framework. In addition, as noted above, the preparation of the consolidated financial statements is the responsibility of management, including management’s assertions that the consolidated financial statements are complete and accurate; that the rights and obligations recorded in the consolidated financial statements exist, belong to the entity, and are properly valued; and that the information presented in the consolidated financial statements is presented in accordance with generally accepted accounting principles. Furthermore, these standards require the entity to take prompt action to address findings identified and to protect personal identifiable information and other deemed sensitive information. Condition: During testing of journal entries, BDO identified instances where journal entries were created and reviewed/approved by the same individual, which did not comply with the Agency’s documented policies and procedures and identified control requiring a separate reviewer/approver from the creator of the journal entry. BDO noted that the information technology system allows an individual to post an entry without a separate level of review. Individuals that are able to post journal entries without a separate review included: Chief Financial Officer, Controller, and Accounting Manager. Cause: The Agency’s internal controls, as documented above, were not operating as designed causing some journal entries to be posted that were created and approved by the same individual. It was also noted that the information technology system does not require the reviewer/approver of a journal entry to be separate from the creator. Effect or Potential Effect: Potential misstatement due to lack of segregation of duties within the financial statement close process. Recommendation: The Agency should enhance manual controls in place to eliminate or reduce the instances where the creator and reviewer/approver of journal entries are performed by the same individual. Views of Responsible Officials: While it is the Agency’s policy that no individual who created a journal entry should review and/or post their own entry in the accounting system, the accounting system lacks a technology control to prevent such an occurrence from happening. As a result, a small percentage of entries were inadvertently approved by the same staff member who created the entries during the fiscal year ended June 30, 2023. Those entries were subsequently reviewed by management and the auditors and found to be appropriate. Also, in management’s view, the Agency has very strong mitigating controls in place in its financial review process that would have detected any material misstatements that could have resulted from these occurrences. That said, management agrees that additional measures are needed to ensure no further occurrences.
Criteria: 2 CFR 200 – Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards §202.303, Internal Controls, requires the recipients of federal funds maintain financial management systems that provide effective controls over accountability for all funds, property, and other assets. These controls should be in compliance with the internal control integrated framework. In addition, as noted above, the preparation of the consolidated financial statements is the responsibility of management, including management’s assertions that the consolidated financial statements are complete and accurate; that the rights and obligations recorded in the consolidated financial statements exist, belong to the entity, and are properly valued; and that the information presented in the consolidated financial statements is presented in accordance with generally accepted accounting principles. Furthermore, these standards require the entity to take prompt action to address findings identified and to protect personal identifiable information and other deemed sensitive information. Condition: During testing of journal entries, BDO identified instances where journal entries were created and reviewed/approved by the same individual, which did not comply with the Agency’s documented policies and procedures and identified control requiring a separate reviewer/approver from the creator of the journal entry. BDO noted that the information technology system allows an individual to post an entry without a separate level of review. Individuals that are able to post journal entries without a separate review included: Chief Financial Officer, Controller, and Accounting Manager. Cause: The Agency’s internal controls, as documented above, were not operating as designed causing some journal entries to be posted that were created and approved by the same individual. It was also noted that the information technology system does not require the reviewer/approver of a journal entry to be separate from the creator. Effect or Potential Effect: Potential misstatement due to lack of segregation of duties within the financial statement close process. Recommendation: The Agency should enhance manual controls in place to eliminate or reduce the instances where the creator and reviewer/approver of journal entries are performed by the same individual. Views of Responsible Officials: While it is the Agency’s policy that no individual who created a journal entry should review and/or post their own entry in the accounting system, the accounting system lacks a technology control to prevent such an occurrence from happening. As a result, a small percentage of entries were inadvertently approved by the same staff member who created the entries during the fiscal year ended June 30, 2023. Those entries were subsequently reviewed by management and the auditors and found to be appropriate. Also, in management’s view, the Agency has very strong mitigating controls in place in its financial review process that would have detected any material misstatements that could have resulted from these occurrences. That said, management agrees that additional measures are needed to ensure no further occurrences.
Criteria: 2 CFR 200 – Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards §202.303, Internal Controls, requires the recipients of federal funds maintain financial management systems that provide effective controls over accountability for all funds, property, and other assets. These controls should be in compliance with the internal control integrated framework. In addition, as noted above, the preparation of the consolidated financial statements is the responsibility of management, including management’s assertions that the consolidated financial statements are complete and accurate; that the rights and obligations recorded in the consolidated financial statements exist, belong to the entity, and are properly valued; and that the information presented in the consolidated financial statements is presented in accordance with generally accepted accounting principles. Furthermore, these standards require the entity to take prompt action to address findings identified and to protect personal identifiable information and other deemed sensitive information. Condition: During testing of journal entries, BDO identified instances where journal entries were created and reviewed/approved by the same individual, which did not comply with the Agency’s documented policies and procedures and identified control requiring a separate reviewer/approver from the creator of the journal entry. BDO noted that the information technology system allows an individual to post an entry without a separate level of review. Individuals that are able to post journal entries without a separate review included: Chief Financial Officer, Controller, and Accounting Manager. Cause: The Agency’s internal controls, as documented above, were not operating as designed causing some journal entries to be posted that were created and approved by the same individual. It was also noted that the information technology system does not require the reviewer/approver of a journal entry to be separate from the creator. Effect or Potential Effect: Potential misstatement due to lack of segregation of duties within the financial statement close process. Recommendation: The Agency should enhance manual controls in place to eliminate or reduce the instances where the creator and reviewer/approver of journal entries are performed by the same individual. Views of Responsible Officials: While it is the Agency’s policy that no individual who created a journal entry should review and/or post their own entry in the accounting system, the accounting system lacks a technology control to prevent such an occurrence from happening. As a result, a small percentage of entries were inadvertently approved by the same staff member who created the entries during the fiscal year ended June 30, 2023. Those entries were subsequently reviewed by management and the auditors and found to be appropriate. Also, in management’s view, the Agency has very strong mitigating controls in place in its financial review process that would have detected any material misstatements that could have resulted from these occurrences. That said, management agrees that additional measures are needed to ensure no further occurrences.
Criteria: 2 CFR 200 – Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards §202.303, Internal Controls, requires the recipients of federal funds maintain financial management systems that provide effective controls over accountability for all funds, property, and other assets. These controls should be in compliance with the internal control integrated framework. In addition, as noted above, the preparation of the consolidated financial statements is the responsibility of management, including management’s assertions that the consolidated financial statements are complete and accurate; that the rights and obligations recorded in the consolidated financial statements exist, belong to the entity, and are properly valued; and that the information presented in the consolidated financial statements is presented in accordance with generally accepted accounting principles. Furthermore, these standards require the entity to take prompt action to address findings identified and to protect personal identifiable information and other deemed sensitive information. Condition: During testing of journal entries, BDO identified instances where journal entries were created and reviewed/approved by the same individual, which did not comply with the Agency’s documented policies and procedures and identified control requiring a separate reviewer/approver from the creator of the journal entry. BDO noted that the information technology system allows an individual to post an entry without a separate level of review. Individuals that are able to post journal entries without a separate review included: Chief Financial Officer, Controller, and Accounting Manager. Cause: The Agency’s internal controls, as documented above, were not operating as designed causing some journal entries to be posted that were created and approved by the same individual. It was also noted that the information technology system does not require the reviewer/approver of a journal entry to be separate from the creator. Effect or Potential Effect: Potential misstatement due to lack of segregation of duties within the financial statement close process. Recommendation: The Agency should enhance manual controls in place to eliminate or reduce the instances where the creator and reviewer/approver of journal entries are performed by the same individual. Views of Responsible Officials: While it is the Agency’s policy that no individual who created a journal entry should review and/or post their own entry in the accounting system, the accounting system lacks a technology control to prevent such an occurrence from happening. As a result, a small percentage of entries were inadvertently approved by the same staff member who created the entries during the fiscal year ended June 30, 2023. Those entries were subsequently reviewed by management and the auditors and found to be appropriate. Also, in management’s view, the Agency has very strong mitigating controls in place in its financial review process that would have detected any material misstatements that could have resulted from these occurrences. That said, management agrees that additional measures are needed to ensure no further occurrences.
Criteria: 2 CFR 200 – Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards §202.303, Internal Controls, requires the recipients of federal funds maintain financial management systems that provide effective controls over accountability for all funds, property, and other assets. These controls should be in compliance with the internal control integrated framework. In addition, as noted above, the preparation of the consolidated financial statements is the responsibility of management, including management’s assertions that the consolidated financial statements are complete and accurate; that the rights and obligations recorded in the consolidated financial statements exist, belong to the entity, and are properly valued; and that the information presented in the consolidated financial statements is presented in accordance with generally accepted accounting principles. Furthermore, these standards require the entity to take prompt action to address findings identified and to protect personal identifiable information and other deemed sensitive information. Condition: During testing of journal entries, BDO identified instances where journal entries were created and reviewed/approved by the same individual, which did not comply with the Agency’s documented policies and procedures and identified control requiring a separate reviewer/approver from the creator of the journal entry. BDO noted that the information technology system allows an individual to post an entry without a separate level of review. Individuals that are able to post journal entries without a separate review included: Chief Financial Officer, Controller, and Accounting Manager. Cause: The Agency’s internal controls, as documented above, were not operating as designed causing some journal entries to be posted that were created and approved by the same individual. It was also noted that the information technology system does not require the reviewer/approver of a journal entry to be separate from the creator. Effect or Potential Effect: Potential misstatement due to lack of segregation of duties within the financial statement close process. Recommendation: The Agency should enhance manual controls in place to eliminate or reduce the instances where the creator and reviewer/approver of journal entries are performed by the same individual. Views of Responsible Officials: While it is the Agency’s policy that no individual who created a journal entry should review and/or post their own entry in the accounting system, the accounting system lacks a technology control to prevent such an occurrence from happening. As a result, a small percentage of entries were inadvertently approved by the same staff member who created the entries during the fiscal year ended June 30, 2023. Those entries were subsequently reviewed by management and the auditors and found to be appropriate. Also, in management’s view, the Agency has very strong mitigating controls in place in its financial review process that would have detected any material misstatements that could have resulted from these occurrences. That said, management agrees that additional measures are needed to ensure no further occurrences.
Criteria: The Code of Federal Regulations Section 200.414(f) states that non-federal entities may elect to charge a de minimis rate of 10% of modified total direct costs (MTDC), which may be used indefinitely. If chosen, this methodology once elected must be used consistently for all federal awards. Additionally, the Code of Federal Regulations Section 200.303, Internal Controls, states that a non-federal entity must (a) establish and maintain effective internal control over the federal award that provides reasonable assurance that the non-federal entity is managing the federal award in compliance with federal statutes, regulations, and the terms and conditions of the federal award. Condition: During our testing of indirect costs, we noted that three of the 25 drawdown requests sampled calculated indirect costs as 10% of total costs instead of calculating indirect costs as 10% of modified total direct costs, as elected by the Agency, totaling $29. The sample of 25 drawdown requests relates to multiple awards; however, the three drawdown requests using the incorrect indirect cost rate calculation relate to two contracts passed through the City of Chicago Department of Family and Support Services, Global PO 180897 and Global PO 181205. Cause: When the Agency elected the de minimis rate, the Manager of Grants and Contracts did not update the indirect cost rate calculation for two contracts to apply the de minimis rate. Effect: Management’s controls did not detect and timely correct the error identified in the condition above allowing the Agency to over-claim indirect costs related to federal awards. This resulted in noncompliance with federal requirements. Known Questioned Costs: $537 Context: We tested a sample of 25 items from a population of 492 items, totaling $30,955,994 and found three exceptions as noted in the condition, resulting in likely questioned costs of $29 and known questioned costs of $537. This is a condition identified per review of the Agency’s compliance with specified requirements using a statistically valid sample. Repeat Finding: This is not a repeated finding. Recommendation: We recommend the Agency implements policies and procedures in place to address rate changes applicable to federal grants and have controls in place to ensure those policies and procedures are followed on a consistent basis. Views of Responsible Officials: Historically, one small City of Chicago Department of Family and Support Services award had a lower cap on administrative costs than the Agency’s negotiated indirect cost rate. As a result, the Agency applied the lower rate of 10% of total costs to that grant. However, when the Agency’s request to elect the de minimis rate for indirect costs was approved for FY23, the grant’s administrative cost cap was no longer lower than the indirect costs calculated using the de minimis rate. At that time, we should have changed our indirect cost calculation methodology, but that change was not effectively implemented, and this error was not detected due to the very small impact of the error on revenue. The performance period of the grant affected by this error concluded on November 30, 2022, and all active awards are using the correct indirect cost calculation. As soon as this error was detected, the Agency issued a refund to the funder for the total over-claimed indirect cost amount.
Criteria: The Code of Federal Regulations Section 200.414(f) states that non-federal entities may elect to charge a de minimis rate of 10% of modified total direct costs (MTDC), which may be used indefinitely. If chosen, this methodology once elected must be used consistently for all federal awards. Additionally, the Code of Federal Regulations Section 200.303, Internal Controls, states that a non-federal entity must (a) establish and maintain effective internal control over the federal award that provides reasonable assurance that the non-federal entity is managing the federal award in compliance with federal statutes, regulations, and the terms and conditions of the federal award. Condition: During our testing of indirect costs, we noted that three of the 25 drawdown requests sampled calculated indirect costs as 10% of total costs instead of calculating indirect costs as 10% of modified total direct costs, as elected by the Agency, totaling $29. The sample of 25 drawdown requests relates to multiple awards; however, the three drawdown requests using the incorrect indirect cost rate calculation relate to two contracts passed through the City of Chicago Department of Family and Support Services, Global PO 180897 and Global PO 181205. Cause: When the Agency elected the de minimis rate, the Manager of Grants and Contracts did not update the indirect cost rate calculation for two contracts to apply the de minimis rate. Effect: Management’s controls did not detect and timely correct the error identified in the condition above allowing the Agency to over-claim indirect costs related to federal awards. This resulted in noncompliance with federal requirements. Known Questioned Costs: $537 Context: We tested a sample of 25 items from a population of 492 items, totaling $30,955,994 and found three exceptions as noted in the condition, resulting in likely questioned costs of $29 and known questioned costs of $537. This is a condition identified per review of the Agency’s compliance with specified requirements using a statistically valid sample. Repeat Finding: This is not a repeated finding. Recommendation: We recommend the Agency implements policies and procedures in place to address rate changes applicable to federal grants and have controls in place to ensure those policies and procedures are followed on a consistent basis. Views of Responsible Officials: Historically, one small City of Chicago Department of Family and Support Services award had a lower cap on administrative costs than the Agency’s negotiated indirect cost rate. As a result, the Agency applied the lower rate of 10% of total costs to that grant. However, when the Agency’s request to elect the de minimis rate for indirect costs was approved for FY23, the grant’s administrative cost cap was no longer lower than the indirect costs calculated using the de minimis rate. At that time, we should have changed our indirect cost calculation methodology, but that change was not effectively implemented, and this error was not detected due to the very small impact of the error on revenue. The performance period of the grant affected by this error concluded on November 30, 2022, and all active awards are using the correct indirect cost calculation. As soon as this error was detected, the Agency issued a refund to the funder for the total over-claimed indirect cost amount.
Criteria: The Code of Federal Regulations Section 200.414(f) states that non-federal entities may elect to charge a de minimis rate of 10% of modified total direct costs (MTDC), which may be used indefinitely. If chosen, this methodology once elected must be used consistently for all federal awards. Additionally, the Code of Federal Regulations Section 200.303, Internal Controls, states that a non-federal entity must (a) establish and maintain effective internal control over the federal award that provides reasonable assurance that the non-federal entity is managing the federal award in compliance with federal statutes, regulations, and the terms and conditions of the federal award. Condition: During our testing of indirect costs, we noted that three of the 25 drawdown requests sampled calculated indirect costs as 10% of total costs instead of calculating indirect costs as 10% of modified total direct costs, as elected by the Agency, totaling $29. The sample of 25 drawdown requests relates to multiple awards; however, the three drawdown requests using the incorrect indirect cost rate calculation relate to two contracts passed through the City of Chicago Department of Family and Support Services, Global PO 180897 and Global PO 181205. Cause: When the Agency elected the de minimis rate, the Manager of Grants and Contracts did not update the indirect cost rate calculation for two contracts to apply the de minimis rate. Effect: Management’s controls did not detect and timely correct the error identified in the condition above allowing the Agency to over-claim indirect costs related to federal awards. This resulted in noncompliance with federal requirements. Known Questioned Costs: $537 Context: We tested a sample of 25 items from a population of 492 items, totaling $30,955,994 and found three exceptions as noted in the condition, resulting in likely questioned costs of $29 and known questioned costs of $537. This is a condition identified per review of the Agency’s compliance with specified requirements using a statistically valid sample. Repeat Finding: This is not a repeated finding. Recommendation: We recommend the Agency implements policies and procedures in place to address rate changes applicable to federal grants and have controls in place to ensure those policies and procedures are followed on a consistent basis. Views of Responsible Officials: Historically, one small City of Chicago Department of Family and Support Services award had a lower cap on administrative costs than the Agency’s negotiated indirect cost rate. As a result, the Agency applied the lower rate of 10% of total costs to that grant. However, when the Agency’s request to elect the de minimis rate for indirect costs was approved for FY23, the grant’s administrative cost cap was no longer lower than the indirect costs calculated using the de minimis rate. At that time, we should have changed our indirect cost calculation methodology, but that change was not effectively implemented, and this error was not detected due to the very small impact of the error on revenue. The performance period of the grant affected by this error concluded on November 30, 2022, and all active awards are using the correct indirect cost calculation. As soon as this error was detected, the Agency issued a refund to the funder for the total over-claimed indirect cost amount.
Criteria: The Code of Federal Regulations Section 200.414(f) states that non-federal entities may elect to charge a de minimis rate of 10% of modified total direct costs (MTDC), which may be used indefinitely. If chosen, this methodology once elected must be used consistently for all federal awards. Additionally, the Code of Federal Regulations Section 200.303, Internal Controls, states that a non-federal entity must (a) establish and maintain effective internal control over the federal award that provides reasonable assurance that the non-federal entity is managing the federal award in compliance with federal statutes, regulations, and the terms and conditions of the federal award. Condition: During our testing of indirect costs, we noted that three of the 25 drawdown requests sampled calculated indirect costs as 10% of total costs instead of calculating indirect costs as 10% of modified total direct costs, as elected by the Agency, totaling $29. The sample of 25 drawdown requests relates to multiple awards; however, the three drawdown requests using the incorrect indirect cost rate calculation relate to two contracts passed through the City of Chicago Department of Family and Support Services, Global PO 180897 and Global PO 181205. Cause: When the Agency elected the de minimis rate, the Manager of Grants and Contracts did not update the indirect cost rate calculation for two contracts to apply the de minimis rate. Effect: Management’s controls did not detect and timely correct the error identified in the condition above allowing the Agency to over-claim indirect costs related to federal awards. This resulted in noncompliance with federal requirements. Known Questioned Costs: $537 Context: We tested a sample of 25 items from a population of 492 items, totaling $30,955,994 and found three exceptions as noted in the condition, resulting in likely questioned costs of $29 and known questioned costs of $537. This is a condition identified per review of the Agency’s compliance with specified requirements using a statistically valid sample. Repeat Finding: This is not a repeated finding. Recommendation: We recommend the Agency implements policies and procedures in place to address rate changes applicable to federal grants and have controls in place to ensure those policies and procedures are followed on a consistent basis. Views of Responsible Officials: Historically, one small City of Chicago Department of Family and Support Services award had a lower cap on administrative costs than the Agency’s negotiated indirect cost rate. As a result, the Agency applied the lower rate of 10% of total costs to that grant. However, when the Agency’s request to elect the de minimis rate for indirect costs was approved for FY23, the grant’s administrative cost cap was no longer lower than the indirect costs calculated using the de minimis rate. At that time, we should have changed our indirect cost calculation methodology, but that change was not effectively implemented, and this error was not detected due to the very small impact of the error on revenue. The performance period of the grant affected by this error concluded on November 30, 2022, and all active awards are using the correct indirect cost calculation. As soon as this error was detected, the Agency issued a refund to the funder for the total over-claimed indirect cost amount.
Criteria: The Code of Federal Regulations Section 200.414(f) states that non-federal entities may elect to charge a de minimis rate of 10% of modified total direct costs (MTDC), which may be used indefinitely. If chosen, this methodology once elected must be used consistently for all federal awards. Additionally, the Code of Federal Regulations Section 200.303, Internal Controls, states that a non-federal entity must (a) establish and maintain effective internal control over the federal award that provides reasonable assurance that the non-federal entity is managing the federal award in compliance with federal statutes, regulations, and the terms and conditions of the federal award. Condition: During our testing of indirect costs, we noted that three of the 25 drawdown requests sampled calculated indirect costs as 10% of total costs instead of calculating indirect costs as 10% of modified total direct costs, as elected by the Agency, totaling $29. The sample of 25 drawdown requests relates to multiple awards; however, the three drawdown requests using the incorrect indirect cost rate calculation relate to two contracts passed through the City of Chicago Department of Family and Support Services, Global PO 180897 and Global PO 181205. Cause: When the Agency elected the de minimis rate, the Manager of Grants and Contracts did not update the indirect cost rate calculation for two contracts to apply the de minimis rate. Effect: Management’s controls did not detect and timely correct the error identified in the condition above allowing the Agency to over-claim indirect costs related to federal awards. This resulted in noncompliance with federal requirements. Known Questioned Costs: $537 Context: We tested a sample of 25 items from a population of 492 items, totaling $30,955,994 and found three exceptions as noted in the condition, resulting in likely questioned costs of $29 and known questioned costs of $537. This is a condition identified per review of the Agency’s compliance with specified requirements using a statistically valid sample. Repeat Finding: This is not a repeated finding. Recommendation: We recommend the Agency implements policies and procedures in place to address rate changes applicable to federal grants and have controls in place to ensure those policies and procedures are followed on a consistent basis. Views of Responsible Officials: Historically, one small City of Chicago Department of Family and Support Services award had a lower cap on administrative costs than the Agency’s negotiated indirect cost rate. As a result, the Agency applied the lower rate of 10% of total costs to that grant. However, when the Agency’s request to elect the de minimis rate for indirect costs was approved for FY23, the grant’s administrative cost cap was no longer lower than the indirect costs calculated using the de minimis rate. At that time, we should have changed our indirect cost calculation methodology, but that change was not effectively implemented, and this error was not detected due to the very small impact of the error on revenue. The performance period of the grant affected by this error concluded on November 30, 2022, and all active awards are using the correct indirect cost calculation. As soon as this error was detected, the Agency issued a refund to the funder for the total over-claimed indirect cost amount.
Criteria: The Code of Federal Regulations Section 200.414(f) states that non-federal entities may elect to charge a de minimis rate of 10% of modified total direct costs (MTDC), which may be used indefinitely. If chosen, this methodology once elected must be used consistently for all federal awards. Additionally, the Code of Federal Regulations Section 200.303, Internal Controls, states that a non-federal entity must (a) establish and maintain effective internal control over the federal award that provides reasonable assurance that the non-federal entity is managing the federal award in compliance with federal statutes, regulations, and the terms and conditions of the federal award. Condition: During our testing of indirect costs, we noted that three of the 25 drawdown requests sampled calculated indirect costs as 10% of total costs instead of calculating indirect costs as 10% of modified total direct costs, as elected by the Agency, totaling $29. The sample of 25 drawdown requests relates to multiple awards; however, the three drawdown requests using the incorrect indirect cost rate calculation relate to two contracts passed through the City of Chicago Department of Family and Support Services, Global PO 180897 and Global PO 181205. Cause: When the Agency elected the de minimis rate, the Manager of Grants and Contracts did not update the indirect cost rate calculation for two contracts to apply the de minimis rate. Effect: Management’s controls did not detect and timely correct the error identified in the condition above allowing the Agency to over-claim indirect costs related to federal awards. This resulted in noncompliance with federal requirements. Known Questioned Costs: $537 Context: We tested a sample of 25 items from a population of 492 items, totaling $30,955,994 and found three exceptions as noted in the condition, resulting in likely questioned costs of $29 and known questioned costs of $537. This is a condition identified per review of the Agency’s compliance with specified requirements using a statistically valid sample. Repeat Finding: This is not a repeated finding. Recommendation: We recommend the Agency implements policies and procedures in place to address rate changes applicable to federal grants and have controls in place to ensure those policies and procedures are followed on a consistent basis. Views of Responsible Officials: Historically, one small City of Chicago Department of Family and Support Services award had a lower cap on administrative costs than the Agency’s negotiated indirect cost rate. As a result, the Agency applied the lower rate of 10% of total costs to that grant. However, when the Agency’s request to elect the de minimis rate for indirect costs was approved for FY23, the grant’s administrative cost cap was no longer lower than the indirect costs calculated using the de minimis rate. At that time, we should have changed our indirect cost calculation methodology, but that change was not effectively implemented, and this error was not detected due to the very small impact of the error on revenue. The performance period of the grant affected by this error concluded on November 30, 2022, and all active awards are using the correct indirect cost calculation. As soon as this error was detected, the Agency issued a refund to the funder for the total over-claimed indirect cost amount.