Audit 303852

FY End
2023-06-30
Total Expended
$5.89M
Findings
4
Programs
7
Year: 2023 Accepted: 2024-04-18

Organization Exclusion Status:

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Contacts

Name Title Type
RK83FEEMAKS3 Randy Drager Auditee
6516965500 Tyler Johnson Auditor
No contacts on file

Notes to SEFA

Title: BASIS OF ACCOUNTING Accounting Policies: Expenditures reported in 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. Negative amounts shown on the Schedule represent adjustments or credits made in the normal course of business to amounts reported as expenditures in prior years. The Organization has elected not to use the 10% de minimis indirect cost rate allowed under the Uniform Guidance. De Minimis Rate Used: N Rate Explanation: The Organization has elected not 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 grant award activity of Planned Parenthood North Central States 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 2 CFR 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 Organization, it is not intended to and does not present the financial position, changes in net assets, or cash flows of the Organization.

Finding Details

Federal Agency: Department of Health and Human Services Federal Program: Family Planning Services – Title X Federal Assistance Listing Number(s): 93.217 Award Period: July 1, 2022 to June 30, 2023 Type of Finding: 􀁸 Material Weakness in Internal Control over Compliance 􀁸 Compliance – Other Matters Criteria or Specific Requirement: The Code of Federal Regulations, 2 CFR Part 200.303(a) establishes that the auditee must establish and maintain effective internal control over the federal award that provides assurance that the entity is managing the federal award in compliance with federal statutes, regulations, and conditions of the federal award. In addition, the federal financial reporting instructions specify the recipients share of expenditures should be reported based on the recipient share of actual cash disbursements or outlays for the reporting period. Condition: During our testing, the Organization was not accurately reporting its non federal share requirement and/ or reporting on its program expenditures from non federal sources. Context: The Organization’s Notice of Award specified a recipient share of expenditures, and use of program income. Both of these amounts were required to be reported on the Organization’s federal financial report, but amounts were reported as zero, when these amounts should have been much higher to represent compliance with these items. Cause: The Organization was not aware that it should report its recipient share and any program income on the federal financial report. Effect: The Organization did not report any amounts for recipient share of expenditures or program income on its required reporting. Recommendation: We recommend management develop procedures to ensure the required reporting submitted to the funder is complete and accurate. Additionally, systems should be put in place to both track and report its progress on the non-federal share requirement and any program income. Views of Responsible Official: Management agrees with the finding. Management was not aware of the non-federal share reporting requirements.
Federal Agency: Department of Health and Human ServicesFederal Program: Family Planning Services – Title XFederal Assistance Listing Number(s): 93.217 Award Period: July 1, 2022 to June 30, 2023 Type of Finding: 􀁸 Significant Deficiency in Internal Control over Compliance 􀁸 Compliance – Other Matters Criteria or Specific Requirement: In accordance with the HHS Office of Population Affairs Title X Program Handbook, Chapter 3: Program Expectations, family planning service providers must prepare and apply a sliding fee discount schedule so that amounts owed for family planning services by eligible patients are adjusted based on the patients’ ability to pay. In accordance with 42 CFR 59.5(a), family planning service providers must have a schedule of fees or payments for the provision of their services consistent with locally prevailing rates or charges and designed to cover their reasonable costs of providing services. They are also required to have a corresponding schedule of discounts applied and adjusted based on the patient’s ability to pay. The patient’s ability to pay is determined based on the federal poverty guidelines, as revised annually by U.S. Department of Health and Human Services (HHS), which considers the patient’s annual income and household size. Condition: The Organization determines the sliding fee discount charged to the patients based on their annual gross income and household size. During our testing of patient files, we noted the 3 out of 40 encounters selected did not have a patient intake form on file that supported the patient’s annual income and household size that was entered into the patient billing system. Of those 3 encounters none of the patients were improperly charged or given a sliding fee discount, as their insurance provider covered the full cost of services in accordance with the program requirements. Context: Patient intake forms are signed by both the patient and clinic personnel. This form is filled out by the patient indicating use or no use of insurance, that they are responsible for the charges, etc. This form also serves as verification of the patient’s annual income and household size which is then entered into the patient billing system to calculate billing/ eligibility for assistance, as applicable. Cause: Due to the lack of retaining the intake forms the patient’s income and household size that was entered into the patient billing system could not be fully supported. This was caused by inadequate oversight and review. Effect: Patients could have been given an improper sliding fee discount without documentation to support that the patient qualified based on their income and household size. Recommendation: We recommend management review its patient intake process to ensure income and household size is properly verified, adequately documented, and retained for each patient in accordance with organizational policies and program requirements. Views of Responsible Official: Management agrees with the finding. Management will review its patient intake policies and procedures.
Federal Agency: Department of Health and Human Services Federal Program: Family Planning Services – Title X Federal Assistance Listing Number(s): 93.217 Award Period: July 1, 2022 to June 30, 2023 Type of Finding: 􀁸 Material Weakness in Internal Control over Compliance 􀁸 Compliance – Other Matters Criteria or Specific Requirement: The Code of Federal Regulations, 2 CFR Part 200.303(a) establishes that the auditee must establish and maintain effective internal control over the federal award that provides assurance that the entity is managing the federal award in compliance with federal statutes, regulations, and conditions of the federal award. In addition, the federal financial reporting instructions specify the recipients share of expenditures should be reported based on the recipient share of actual cash disbursements or outlays for the reporting period. Condition: During our testing, the Organization was not accurately reporting its non federal share requirement and/ or reporting on its program expenditures from non federal sources. Context: The Organization’s Notice of Award specified a recipient share of expenditures, and use of program income. Both of these amounts were required to be reported on the Organization’s federal financial report, but amounts were reported as zero, when these amounts should have been much higher to represent compliance with these items. Cause: The Organization was not aware that it should report its recipient share and any program income on the federal financial report. Effect: The Organization did not report any amounts for recipient share of expenditures or program income on its required reporting. Recommendation: We recommend management develop procedures to ensure the required reporting submitted to the funder is complete and accurate. Additionally, systems should be put in place to both track and report its progress on the non-federal share requirement and any program income. Views of Responsible Official: Management agrees with the finding. Management was not aware of the non-federal share reporting requirements.
Federal Agency: Department of Health and Human ServicesFederal Program: Family Planning Services – Title XFederal Assistance Listing Number(s): 93.217 Award Period: July 1, 2022 to June 30, 2023 Type of Finding: 􀁸 Significant Deficiency in Internal Control over Compliance 􀁸 Compliance – Other Matters Criteria or Specific Requirement: In accordance with the HHS Office of Population Affairs Title X Program Handbook, Chapter 3: Program Expectations, family planning service providers must prepare and apply a sliding fee discount schedule so that amounts owed for family planning services by eligible patients are adjusted based on the patients’ ability to pay. In accordance with 42 CFR 59.5(a), family planning service providers must have a schedule of fees or payments for the provision of their services consistent with locally prevailing rates or charges and designed to cover their reasonable costs of providing services. They are also required to have a corresponding schedule of discounts applied and adjusted based on the patient’s ability to pay. The patient’s ability to pay is determined based on the federal poverty guidelines, as revised annually by U.S. Department of Health and Human Services (HHS), which considers the patient’s annual income and household size. Condition: The Organization determines the sliding fee discount charged to the patients based on their annual gross income and household size. During our testing of patient files, we noted the 3 out of 40 encounters selected did not have a patient intake form on file that supported the patient’s annual income and household size that was entered into the patient billing system. Of those 3 encounters none of the patients were improperly charged or given a sliding fee discount, as their insurance provider covered the full cost of services in accordance with the program requirements. Context: Patient intake forms are signed by both the patient and clinic personnel. This form is filled out by the patient indicating use or no use of insurance, that they are responsible for the charges, etc. This form also serves as verification of the patient’s annual income and household size which is then entered into the patient billing system to calculate billing/ eligibility for assistance, as applicable. Cause: Due to the lack of retaining the intake forms the patient’s income and household size that was entered into the patient billing system could not be fully supported. This was caused by inadequate oversight and review. Effect: Patients could have been given an improper sliding fee discount without documentation to support that the patient qualified based on their income and household size. Recommendation: We recommend management review its patient intake process to ensure income and household size is properly verified, adequately documented, and retained for each patient in accordance with organizational policies and program requirements. Views of Responsible Official: Management agrees with the finding. Management will review its patient intake policies and procedures.