Audit 294714

FY End
2023-06-30
Total Expended
$22.03M
Findings
4
Programs
5
Organization: Fielding Graduate University (CA)
Year: 2023 Accepted: 2024-03-12

Organization Exclusion Status:

Checking exclusion status...

Findings

ID Ref Severity Repeat Requirement
375640 2023-001 Significant Deficiency - N
375641 2023-002 Significant Deficiency Yes L
952082 2023-001 Significant Deficiency - N
952083 2023-002 Significant Deficiency Yes L

Programs

ALN Program Spent Major Findings
84.268 Federal Direct Student Loans $20.62M Yes 1
84.425 Education Stabilization Fund $249,227 Yes 1
47.076 Education and Human Resources $233,427 Yes 0
47.083 Integrative Activities $100,169 Yes 0
94.026 National Service and Civic Engagement Research Competition $48,900 Yes 0

Contacts

Name Title Type
S42UK27GCCT7 June Klein Auditee
8058984010 Georgina Harris Auditor
No contacts on file

Notes to SEFA

Title: Basis of Presentation Accounting Policies: Expenditures reported on the Schedule are reported on the accrual basis of accounting. Such expenditures are recognized following the cost principles contained in the Uniform Guidance, wherein certain types of expenditures are not allowable or are limited as to reimbursement. De Minimis Rate Used: N Rate Explanation: Fielding Graduate University has not elected to use the 10% de minimis indirect cost rate allowed under the Uniform Guidance. The accompanying schedule of expenditures of federal awards (the Schedule) includes the federal award activity of Fielding Graduate University (the University) 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 (Uniform Guidance). Because the Schedule presents only a selected portion of the operations of the University, it is not intended to and does not present the financial position, changes in net assets or cash flows of the University.

Finding Details

Program: Federal Direct Student Loans Assistance Listing Number: 84.268 Federal Agency: U.S. Department of Education Federal Award Identification Number: P268K236290 Federal Award Year: June 30, 2023 Criteria: In accordance with Title IV regulations (16 CFR 314), an Institution must protect student financial aid information by designating a Qualified Individual responsible for implementing and monitoring the Institution's information security program. In addition, the Institution's information security program must be written and address these six required minimum elements: (1) provides for the information security program to be based on a risk assessment that identifies reasonably foreseeable internal and external risks to the security, confidentiality, and integrity of customer information, (2) provides for the design and implementation of safeguards to control the risks the Institution identifies through its risk assessment, (3) provides for the Institution to regularly test or otherwise monitor the effectiveness of the safeguards it has implemented, (4) provide for the implementation of policies and procedures to ensure that personnel are able to enact the information security program, (5) addresses how the Institution will oversee its information system service providers, and (6) provides for the evaluation and adjustment of its information security program in light of the results of the requested testing and monitoring or any other circumstances that it knows or has reason to know may have a material impact on the Institution's information security program. Condition: The University has not designated a Qualified Individual responsible for implementing and monitoring the University's information security program, nor does the University have a written information security program that addresses the six required minimum elements as required by the Gramm-Leach Bliley Act (GLBA). Questioned Costs: Not applicable. Context: Not applicable Effect: Failure to comply with the requirements of the GLBA's standards puts the University at risk of compromising consumer, nonpublic personal information, which could result in penalties ranging from monetary fines to restriction or loss of eligibility for Title IV funding. Cause: There was turnover in the Qualified Individual position who is responsible for implementing and monitoring the University's information security program. Recommendation: The University should designate a Qualified Individual responsible for implementing and monitoring the University's information security program. Additionally, the University should create and implement an information security program that addresses the six required minimum elements as required by the GLBA. Management's Response: At the time that we replied to the question, our former Qualified Individual responsible for implementing and monitoring the Institution's information security program had left the organization a month previously. Upon reflecting on the significance of this position, I have elevated this role to a higher priority in the organization and named Darrin Burns, Director of ERP and IT, as Fielding’s Qualified Individual. In collaboration with Darrin and CIO Solutions, our MSP, we will draft the written information security program using the cybersecurity assessment results and recommendations as a starting point. In addition, we will ensure that the final document will include all six required minimum elements per Title IV regulations (16 CFR 314). The expected date of completion is April 1, and implementation will follow immediately afterward.
Program: COVID-19 - Education Stabilization Fund Assistance Listing Number: 84.425 Federal Agency: U.S. Department of Education Federal Award Identification Number: P425E203029, P425F200396, P425N200726 Federal Award Year: June 30, 2023 Repeat of prior year finding 2022-002. Criteria: The CARES Act 18004(e) and the CRRSAA 314(e) requires an institution receiving funds under HEERF I and HEERF II to submit a report to the secretary, at such time in such a manner as the secretary may require. While ARP does not explicitly identify procedures by which institutions must report on their uses of HEERF grant funds, the Department of Education (ED) exercises this reporting authority under 2 CFR section 200.328 and 2 CFR section 200.329. Condition: For the annual report covering January 1, 2022 through December 31, 2022, the indirect cost recovery/facility and administrative costs charged on the grants of the section (a)(1) institutional portion were incorrect based on supporting documentation provided by the University. In addition, for the fourth quarter 2022 (quarter ending December 31, 2022) and the first quarter 2023 (quarter ending March 31, 2023) institutional portion reports, the University reported the full amount of section (a)(1) student portion of HEERF awarded to the University on the section (a)(3) line instead of the section (a)(1) student funds awarded line, when the amount on the section (a)(3) line should have been the total Fund for the Improvement of Postsecondary Education (FIPSE) funding awarded to the University. Also, the first quarter 2023 (quarter ending March 31, 2023) institutional portion report was submitted to the Department of Education and uploaded to the University's website more than 10 days after the end of the quarter. Questioned Costs: Not applicable. Context: Errors were noted in the one annual report and two quarterly institutional portion reports that were tested. The University was required to file one annual report and four quarterly institutional portion reports during the fiscal year. The sample was not considered statistically valid. Effect: The information included on the publicly-available reports and reports submitted to federal agencies was not accurate. Cause: The exceptions noted on the reports resulted from various factors, including misunderstanding of how reports were intended to be completed and not correcting reports for changes made to the underlying supporting documentation. Recommendation: It is recommended that the guidance surrounding the preparation of the annual and quarterly reports be reviewed. In addition, the review of reports by someone who is not the original preparer of the reports should include a detailed tie out of numbers included on the reports to the University's supporting documentation. Management's Response: The University has updated their procedure for preparing and reviewing the required reports and has established a team from the finance department to discuss issues that arise. The team will handle the identified discrepancies through their resolution. The team will meet at least monthly, and as requested by the Senior Accountant of Grants or the Director of Finance and Accounting (DFA). The team is receiving training on procedures, guidelines, and terminology to ensure accuracy on completed reports to ensure compliance. The updated procedure is that the Senior Accountant of Grants will prepare the quarterly and annual reports based on data provided in the accounting system and from the Office of Financial Aid and assure that the reported data ties to the University’s records. The completed reports will be reviewed by the Director of Finance and Accounting. When needed, the finance team will meet to handle apparent discrepancies. Approved reports will be returned by the DFA to the Senior Accountant who will then post the reports for public viewing and submit a copy to the funder.
Program: Federal Direct Student Loans Assistance Listing Number: 84.268 Federal Agency: U.S. Department of Education Federal Award Identification Number: P268K236290 Federal Award Year: June 30, 2023 Criteria: In accordance with Title IV regulations (16 CFR 314), an Institution must protect student financial aid information by designating a Qualified Individual responsible for implementing and monitoring the Institution's information security program. In addition, the Institution's information security program must be written and address these six required minimum elements: (1) provides for the information security program to be based on a risk assessment that identifies reasonably foreseeable internal and external risks to the security, confidentiality, and integrity of customer information, (2) provides for the design and implementation of safeguards to control the risks the Institution identifies through its risk assessment, (3) provides for the Institution to regularly test or otherwise monitor the effectiveness of the safeguards it has implemented, (4) provide for the implementation of policies and procedures to ensure that personnel are able to enact the information security program, (5) addresses how the Institution will oversee its information system service providers, and (6) provides for the evaluation and adjustment of its information security program in light of the results of the requested testing and monitoring or any other circumstances that it knows or has reason to know may have a material impact on the Institution's information security program. Condition: The University has not designated a Qualified Individual responsible for implementing and monitoring the University's information security program, nor does the University have a written information security program that addresses the six required minimum elements as required by the Gramm-Leach Bliley Act (GLBA). Questioned Costs: Not applicable. Context: Not applicable Effect: Failure to comply with the requirements of the GLBA's standards puts the University at risk of compromising consumer, nonpublic personal information, which could result in penalties ranging from monetary fines to restriction or loss of eligibility for Title IV funding. Cause: There was turnover in the Qualified Individual position who is responsible for implementing and monitoring the University's information security program. Recommendation: The University should designate a Qualified Individual responsible for implementing and monitoring the University's information security program. Additionally, the University should create and implement an information security program that addresses the six required minimum elements as required by the GLBA. Management's Response: At the time that we replied to the question, our former Qualified Individual responsible for implementing and monitoring the Institution's information security program had left the organization a month previously. Upon reflecting on the significance of this position, I have elevated this role to a higher priority in the organization and named Darrin Burns, Director of ERP and IT, as Fielding’s Qualified Individual. In collaboration with Darrin and CIO Solutions, our MSP, we will draft the written information security program using the cybersecurity assessment results and recommendations as a starting point. In addition, we will ensure that the final document will include all six required minimum elements per Title IV regulations (16 CFR 314). The expected date of completion is April 1, and implementation will follow immediately afterward.
Program: COVID-19 - Education Stabilization Fund Assistance Listing Number: 84.425 Federal Agency: U.S. Department of Education Federal Award Identification Number: P425E203029, P425F200396, P425N200726 Federal Award Year: June 30, 2023 Repeat of prior year finding 2022-002. Criteria: The CARES Act 18004(e) and the CRRSAA 314(e) requires an institution receiving funds under HEERF I and HEERF II to submit a report to the secretary, at such time in such a manner as the secretary may require. While ARP does not explicitly identify procedures by which institutions must report on their uses of HEERF grant funds, the Department of Education (ED) exercises this reporting authority under 2 CFR section 200.328 and 2 CFR section 200.329. Condition: For the annual report covering January 1, 2022 through December 31, 2022, the indirect cost recovery/facility and administrative costs charged on the grants of the section (a)(1) institutional portion were incorrect based on supporting documentation provided by the University. In addition, for the fourth quarter 2022 (quarter ending December 31, 2022) and the first quarter 2023 (quarter ending March 31, 2023) institutional portion reports, the University reported the full amount of section (a)(1) student portion of HEERF awarded to the University on the section (a)(3) line instead of the section (a)(1) student funds awarded line, when the amount on the section (a)(3) line should have been the total Fund for the Improvement of Postsecondary Education (FIPSE) funding awarded to the University. Also, the first quarter 2023 (quarter ending March 31, 2023) institutional portion report was submitted to the Department of Education and uploaded to the University's website more than 10 days after the end of the quarter. Questioned Costs: Not applicable. Context: Errors were noted in the one annual report and two quarterly institutional portion reports that were tested. The University was required to file one annual report and four quarterly institutional portion reports during the fiscal year. The sample was not considered statistically valid. Effect: The information included on the publicly-available reports and reports submitted to federal agencies was not accurate. Cause: The exceptions noted on the reports resulted from various factors, including misunderstanding of how reports were intended to be completed and not correcting reports for changes made to the underlying supporting documentation. Recommendation: It is recommended that the guidance surrounding the preparation of the annual and quarterly reports be reviewed. In addition, the review of reports by someone who is not the original preparer of the reports should include a detailed tie out of numbers included on the reports to the University's supporting documentation. Management's Response: The University has updated their procedure for preparing and reviewing the required reports and has established a team from the finance department to discuss issues that arise. The team will handle the identified discrepancies through their resolution. The team will meet at least monthly, and as requested by the Senior Accountant of Grants or the Director of Finance and Accounting (DFA). The team is receiving training on procedures, guidelines, and terminology to ensure accuracy on completed reports to ensure compliance. The updated procedure is that the Senior Accountant of Grants will prepare the quarterly and annual reports based on data provided in the accounting system and from the Office of Financial Aid and assure that the reported data ties to the University’s records. The completed reports will be reviewed by the Director of Finance and Accounting. When needed, the finance team will meet to handle apparent discrepancies. Approved reports will be returned by the DFA to the Senior Accountant who will then post the reports for public viewing and submit a copy to the funder.