Audit 294807

FY End
2023-06-30
Total Expended
$1.02M
Findings
8
Programs
5
Organization: Kamalani Academy (HI)
Year: 2023 Accepted: 2024-03-12

Organization Exclusion Status:

Checking exclusion status...

Findings

ID Ref Severity Repeat Requirement
375744 2023-002 Material Weakness - L
375745 2023-003 Material Weakness - B
375746 2023-004 Material Weakness - I
375747 2023-005 Material Weakness - F
952186 2023-002 Material Weakness - L
952187 2023-003 Material Weakness - B
952188 2023-004 Material Weakness - I
952189 2023-005 Material Weakness - F

Programs

ALN Program Spent Major Findings
84.362 Native Hawaiian Education $892,395 Yes 4
84.041 Impact Aid $69,124 - 0
10.555 National School Lunch Program $45,513 - 0
84.425 Education Stabilization Fund $9,480 - 0
84.367 Improving Teacher Quality State Grants $96 - 0

Contacts

Name Title Type
N7MKZ1ATZ796 Sylvia Hussey Auditee
8082032993 Kyle Hays Auditor
No contacts on file

Notes to SEFA

Title: Note A. BASIS OF PRESENTATION Accounting Policies: Note B De Minimis Rate Used: N Rate Explanation: Each contract includes an approved budget with itemized expenditures The accompanying Schedule of Expenditures of Federal Awards includes the Federal grant activities of Kamalani Academy 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 Kamalani Academy, it is not intended to and does not present the financial position, change in net position, or cash flows of Kamalani Academy.
Title: Note B. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES Accounting Policies: Note B De Minimis Rate Used: N Rate Explanation: Each contract includes an approved budget with itemized expenditures Basis of Accounting: Expenditures reported on this 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. Indirect Cost Rate: The School has elected not to use the 10% de minimis cost rate.
Title: Note C. SUBRECIPIENT PASS THROUGH AWARDS Accounting Policies: Note B De Minimis Rate Used: N Rate Explanation: Each contract includes an approved budget with itemized expenditures No Federal awards were passed through to subrecipients.

Finding Details

Finding 2023 - 002 Reporting - Native Hawaiian Education – Assistance Listing 84.362A Criteria: 2 CFR Section 200.328 Financial reporting and Section 200.329 Monitoring and reporting program performance requires the School to provide certain reports during the grant period to the Department of Education. Condition: The School was unable to provide documentation to support that it complied with the reporting requirements of the Native Hawaiian Education Grant. Context and Cause of Condition: Due to turnover at the School, the School was unable to access the Native Hawaiian Education Grant portal or unable to find documentation for submitting the required reports. Questioned Costs: None Potential Effect: Without proper documentation to support if reporting was completed in accordance with requirements, the School could be found to be out of compliance with terms and conditions of the grant. Failing to comply with grant conditions could impact current and future funding. Management failed to meet or to properly maintain evidence of meeting the reporting requirements of the grant. Recommendation: We recommend management establish procedures and controls to properly maintain documentation to support that all compliance requirements under all grants have been met and to include required reporting ensuring that all reports are filed and maintained. Views of Responsible Officials: The School concurs with the finding and recommendation. See Corrective Action Plan.
Finding 2023 - 003 Allowable Costs - Native Hawaiian Education – Assistance Listing 84.362A Criteria: 2 CFR 200.303(a) requires the non-Federal entity to 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 testing of controls over credit card expenditures funded by the Native Hawaiian Education Grant, we noted out of a population of 119 transactions, the School was unable to provide sufficient documentation to substantiate 33 of the transactions. The total population tested was $47,581 and the amount of items unsubstantiated was $3,827. Context and Cause of Condition: Due to turnover at the School, there was a lack of controls that would normally require sufficient documentation for all expenses incurred by the School to properly substantiate credit card expenditures, mainly around the last two months of the School year. Questioned Costs: None Potential Effect: Without sufficient documentation to support the reasonable business purpose of expenses, there in an increased risk for error and/or fraud. These conditions could result in noncompliance and potential loss of current and future funding. Recommendation: All purchases should be properly substantiated with sufficient documentation that clearly supports the reasonable business purpose of expenses incurred. In addition, all expenses should be approved by a person of proper authority. Views of Responsible Officials: The School concurs with the finding and recommendation. See Corrective Action Plan.
Finding 2023 - 004 Procurement - Native Hawaiian Education – Assistance Listing 84.362A Criteria: 2 CFR 200.320 requires the non-Federal entity to have and use documented procurement procedures that are consistent with the standards of that section. If small purchase procedures are used, 2 CFR 200.320(a)(2) requires price or rate quotations must be obtained from an adequate number of qualified sources. For acquisitions exceeding the simplified acquisition threshold, the non-federal entity must use one of the methods prescribed by 2 CFR 200.320(b) or (c): the sealed bid method; the competitive proposals method; or the noncompetitive proposals method (i.e., solicit a proposal from only one source) but only when one or more of four circumstances are met, in accordance with 2 CFR 200.320(c)). Condition: Procurement documentation for one vendor tested was not prepared and/or retained to support compliance with the regulations above and the School’s procurement policy. Context and Cause of Condition: Although the School has established policies and procedures in place over the procurement process, there was a lack of diligence in complying with and/or retaining documentation supporting compliance with the policies and procedures. Potential Effect: Failure to perform and retain documentation of the procurement process resulted in noncompliance with the procurement requirement. Questioned Costs: None Recommendation: We recommend management monitor established procurement policies in place to ensure that sufficient documentation is maintained. Views of Responsible Officials: The School concurs with the finding and recommendation. See Corrective Action Plan.
Finding 2023 - 005 Equipment and Real Property Management - Native Hawaiian Education – Assistance Listing 84.362A Criteria: The School must follow 2 CFR sections 200.313(b) Equipment Management Condition: The School purchased approximately 183 laptop computers for distance learning under the Native Hawaiian Education Grant. The School did not implement appropriate tracking procedures to properly document the use and location of the equipment. This resulted in the laptops not being returned to the School. Context and Cause of Condition: The School failed to implement a process to properly document and inventory equipment purchased with grant funds. In addition, the School did not implement formal policies to lend laptops to students and ensure the School received the laptops back after the students were done using them. Potential Effect: The School did not comply with the Equipment and Real Property Management requirements of the grant and equipment purchased with grant funds are not available for future program use. Questioned Costs: None Recommendation: We recommend management implement a policy that requires all equipment be inventoried and tracked, especially equipment purchased under grant funds. Additionally, the School should establish formal policies and/or agreements with students that requires all School equipment be returned. Views of Responsible Officials: The School concurs with the finding and recommendation. See Corrective Action Plan.
Finding 2023 - 002 Reporting - Native Hawaiian Education – Assistance Listing 84.362A Criteria: 2 CFR Section 200.328 Financial reporting and Section 200.329 Monitoring and reporting program performance requires the School to provide certain reports during the grant period to the Department of Education. Condition: The School was unable to provide documentation to support that it complied with the reporting requirements of the Native Hawaiian Education Grant. Context and Cause of Condition: Due to turnover at the School, the School was unable to access the Native Hawaiian Education Grant portal or unable to find documentation for submitting the required reports. Questioned Costs: None Potential Effect: Without proper documentation to support if reporting was completed in accordance with requirements, the School could be found to be out of compliance with terms and conditions of the grant. Failing to comply with grant conditions could impact current and future funding. Management failed to meet or to properly maintain evidence of meeting the reporting requirements of the grant. Recommendation: We recommend management establish procedures and controls to properly maintain documentation to support that all compliance requirements under all grants have been met and to include required reporting ensuring that all reports are filed and maintained. Views of Responsible Officials: The School concurs with the finding and recommendation. See Corrective Action Plan.
Finding 2023 - 003 Allowable Costs - Native Hawaiian Education – Assistance Listing 84.362A Criteria: 2 CFR 200.303(a) requires the non-Federal entity to 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 testing of controls over credit card expenditures funded by the Native Hawaiian Education Grant, we noted out of a population of 119 transactions, the School was unable to provide sufficient documentation to substantiate 33 of the transactions. The total population tested was $47,581 and the amount of items unsubstantiated was $3,827. Context and Cause of Condition: Due to turnover at the School, there was a lack of controls that would normally require sufficient documentation for all expenses incurred by the School to properly substantiate credit card expenditures, mainly around the last two months of the School year. Questioned Costs: None Potential Effect: Without sufficient documentation to support the reasonable business purpose of expenses, there in an increased risk for error and/or fraud. These conditions could result in noncompliance and potential loss of current and future funding. Recommendation: All purchases should be properly substantiated with sufficient documentation that clearly supports the reasonable business purpose of expenses incurred. In addition, all expenses should be approved by a person of proper authority. Views of Responsible Officials: The School concurs with the finding and recommendation. See Corrective Action Plan.
Finding 2023 - 004 Procurement - Native Hawaiian Education – Assistance Listing 84.362A Criteria: 2 CFR 200.320 requires the non-Federal entity to have and use documented procurement procedures that are consistent with the standards of that section. If small purchase procedures are used, 2 CFR 200.320(a)(2) requires price or rate quotations must be obtained from an adequate number of qualified sources. For acquisitions exceeding the simplified acquisition threshold, the non-federal entity must use one of the methods prescribed by 2 CFR 200.320(b) or (c): the sealed bid method; the competitive proposals method; or the noncompetitive proposals method (i.e., solicit a proposal from only one source) but only when one or more of four circumstances are met, in accordance with 2 CFR 200.320(c)). Condition: Procurement documentation for one vendor tested was not prepared and/or retained to support compliance with the regulations above and the School’s procurement policy. Context and Cause of Condition: Although the School has established policies and procedures in place over the procurement process, there was a lack of diligence in complying with and/or retaining documentation supporting compliance with the policies and procedures. Potential Effect: Failure to perform and retain documentation of the procurement process resulted in noncompliance with the procurement requirement. Questioned Costs: None Recommendation: We recommend management monitor established procurement policies in place to ensure that sufficient documentation is maintained. Views of Responsible Officials: The School concurs with the finding and recommendation. See Corrective Action Plan.
Finding 2023 - 005 Equipment and Real Property Management - Native Hawaiian Education – Assistance Listing 84.362A Criteria: The School must follow 2 CFR sections 200.313(b) Equipment Management Condition: The School purchased approximately 183 laptop computers for distance learning under the Native Hawaiian Education Grant. The School did not implement appropriate tracking procedures to properly document the use and location of the equipment. This resulted in the laptops not being returned to the School. Context and Cause of Condition: The School failed to implement a process to properly document and inventory equipment purchased with grant funds. In addition, the School did not implement formal policies to lend laptops to students and ensure the School received the laptops back after the students were done using them. Potential Effect: The School did not comply with the Equipment and Real Property Management requirements of the grant and equipment purchased with grant funds are not available for future program use. Questioned Costs: None Recommendation: We recommend management implement a policy that requires all equipment be inventoried and tracked, especially equipment purchased under grant funds. Additionally, the School should establish formal policies and/or agreements with students that requires all School equipment be returned. Views of Responsible Officials: The School concurs with the finding and recommendation. See Corrective Action Plan.