Audit 311593

FY End
2023-05-31
Total Expended
$32.04M
Findings
242
Programs
69
Organization: Navajo Technical University (NM)
Year: 2023 Accepted: 2024-07-02
Auditor: Sjt Group LLC

Organization Exclusion Status:

Checking exclusion status...

Findings

ID Ref Severity Repeat Requirement
406051 2023-006 Material Weakness Yes C
406052 2023-011 Significant Deficiency Yes AB
406053 2023-014 Significant Deficiency Yes L
406054 2023-006 Material Weakness Yes C
406055 2023-011 Significant Deficiency Yes AB
406056 2023-014 Significant Deficiency Yes L
406057 2023-006 Material Weakness Yes C
406058 2023-011 Significant Deficiency Yes AB
406059 2023-014 Significant Deficiency Yes L
406060 2023-006 Material Weakness Yes C
406061 2023-011 Significant Deficiency Yes AB
406062 2023-014 Significant Deficiency Yes L
406063 2023-006 Material Weakness Yes C
406064 2023-014 Significant Deficiency Yes L
406065 2023-006 Material Weakness Yes C
406066 2023-014 Significant Deficiency Yes L
406067 2023-006 Material Weakness Yes C
406068 2023-011 Significant Deficiency Yes AB
406069 2023-012 Significant Deficiency Yes C
406070 2023-014 Significant Deficiency Yes L
406071 2023-006 Material Weakness Yes C
406072 2023-011 Significant Deficiency Yes AB
406073 2023-012 Significant Deficiency Yes C
406074 2023-014 Significant Deficiency Yes L
406075 2023-006 Material Weakness Yes C
406076 2023-011 Significant Deficiency Yes AB
406077 2023-012 Significant Deficiency Yes C
406078 2023-014 Significant Deficiency Yes L
406079 2023-006 Material Weakness Yes C
406080 2023-011 Significant Deficiency Yes AB
406081 2023-012 Significant Deficiency Yes C
406082 2023-014 Significant Deficiency Yes L
406083 2023-006 Material Weakness Yes C
406084 2023-011 Significant Deficiency Yes AB
406085 2023-012 Significant Deficiency Yes C
406086 2023-014 Significant Deficiency Yes L
406087 2023-006 Material Weakness Yes C
406088 2023-014 Significant Deficiency Yes L
406089 2023-006 Material Weakness Yes C
406090 2023-012 Significant Deficiency Yes C
406091 2023-014 Significant Deficiency Yes L
406092 2023-006 Material Weakness Yes C
406093 2023-012 Significant Deficiency Yes C
406094 2023-014 Significant Deficiency Yes L
406095 2023-006 Material Weakness Yes C
406096 2023-014 Significant Deficiency Yes L
406097 2023-006 Material Weakness Yes C
406098 2023-014 Significant Deficiency Yes L
406099 2023-006 Material Weakness Yes C
406100 2023-014 Significant Deficiency Yes L
406101 2023-006 Material Weakness Yes C
406102 2023-014 Significant Deficiency Yes L
406103 2023-006 Material Weakness Yes C
406104 2023-014 Significant Deficiency Yes L
406105 2023-006 Material Weakness Yes C
406106 2023-014 Significant Deficiency Yes L
406107 2023-006 Material Weakness Yes C
406108 2023-012 Significant Deficiency Yes C
406109 2023-014 Significant Deficiency Yes L
406110 2023-006 Material Weakness Yes C
406111 2023-012 Significant Deficiency Yes C
406112 2023-014 Significant Deficiency Yes L
406113 2023-006 Material Weakness Yes C
406114 2023-012 Significant Deficiency Yes C
406115 2023-014 Significant Deficiency Yes L
406116 2023-006 Material Weakness Yes C
406117 2023-012 Significant Deficiency Yes C
406118 2023-014 Significant Deficiency Yes L
406119 2023-006 Material Weakness Yes C
406120 2023-012 Significant Deficiency Yes C
406121 2023-014 Significant Deficiency Yes L
406122 2023-006 Material Weakness Yes C
406123 2023-012 Significant Deficiency Yes C
406124 2023-014 Significant Deficiency Yes L
406125 2023-006 Material Weakness Yes C
406126 2023-012 Significant Deficiency Yes C
406127 2023-014 Significant Deficiency Yes L
406128 2023-006 Material Weakness Yes C
406129 2023-012 Significant Deficiency Yes C
406130 2023-014 Significant Deficiency Yes L
406131 2023-006 Material Weakness Yes C
406132 2023-012 Significant Deficiency Yes C
406133 2023-014 Significant Deficiency Yes L
406134 2023-006 Material Weakness Yes C
406135 2023-012 Significant Deficiency Yes C
406136 2023-014 Significant Deficiency Yes L
406137 2023-006 Material Weakness Yes C
406138 2023-012 Significant Deficiency Yes C
406139 2023-014 Significant Deficiency Yes L
406140 2023-006 Material Weakness Yes C
406141 2023-007 Significant Deficiency - E
406142 2023-008 Material Weakness Yes N
406143 2023-009 Significant Deficiency Yes N
406144 2023-010 Significant Deficiency Yes N
406145 2023-014 Significant Deficiency Yes L
406146 2023-006 Material Weakness Yes C
406147 2023-007 Significant Deficiency - E
406148 2023-008 Material Weakness Yes N
406149 2023-009 Significant Deficiency Yes N
406150 2023-010 Significant Deficiency Yes N
406151 2023-014 Significant Deficiency Yes L
406152 2023-006 Material Weakness Yes C
406153 2023-007 Significant Deficiency - E
406154 2023-008 Material Weakness Yes N
406155 2023-009 Significant Deficiency Yes N
406156 2023-010 Significant Deficiency Yes N
406157 2023-014 Significant Deficiency Yes L
406158 2023-006 Material Weakness Yes C
406159 2023-011 Significant Deficiency Yes AB
406160 2023-012 Significant Deficiency Yes C
406161 2023-014 Significant Deficiency Yes L
406162 2023-006 Material Weakness Yes C
406163 2023-013 Significant Deficiency Yes L
406164 2023-014 Significant Deficiency Yes L
406165 2023-006 Material Weakness Yes C
406166 2023-013 Significant Deficiency Yes L
406167 2023-014 Significant Deficiency Yes L
406168 2023-006 Material Weakness Yes C
406169 2023-013 Significant Deficiency Yes L
406170 2023-014 Significant Deficiency Yes L
406171 2023-013 Significant Deficiency Yes L
982493 2023-006 Material Weakness Yes C
982494 2023-011 Significant Deficiency Yes AB
982495 2023-014 Significant Deficiency Yes L
982496 2023-006 Material Weakness Yes C
982497 2023-011 Significant Deficiency Yes AB
982498 2023-014 Significant Deficiency Yes L
982499 2023-006 Material Weakness Yes C
982500 2023-011 Significant Deficiency Yes AB
982501 2023-014 Significant Deficiency Yes L
982502 2023-006 Material Weakness Yes C
982503 2023-011 Significant Deficiency Yes AB
982504 2023-014 Significant Deficiency Yes L
982505 2023-006 Material Weakness Yes C
982506 2023-014 Significant Deficiency Yes L
982507 2023-006 Material Weakness Yes C
982508 2023-014 Significant Deficiency Yes L
982509 2023-006 Material Weakness Yes C
982510 2023-011 Significant Deficiency Yes AB
982511 2023-012 Significant Deficiency Yes C
982512 2023-014 Significant Deficiency Yes L
982513 2023-006 Material Weakness Yes C
982514 2023-011 Significant Deficiency Yes AB
982515 2023-012 Significant Deficiency Yes C
982516 2023-014 Significant Deficiency Yes L
982517 2023-006 Material Weakness Yes C
982518 2023-011 Significant Deficiency Yes AB
982519 2023-012 Significant Deficiency Yes C
982520 2023-014 Significant Deficiency Yes L
982521 2023-006 Material Weakness Yes C
982522 2023-011 Significant Deficiency Yes AB
982523 2023-012 Significant Deficiency Yes C
982524 2023-014 Significant Deficiency Yes L
982525 2023-006 Material Weakness Yes C
982526 2023-011 Significant Deficiency Yes AB
982527 2023-012 Significant Deficiency Yes C
982528 2023-014 Significant Deficiency Yes L
982529 2023-006 Material Weakness Yes C
982530 2023-014 Significant Deficiency Yes L
982531 2023-006 Material Weakness Yes C
982532 2023-012 Significant Deficiency Yes C
982533 2023-014 Significant Deficiency Yes L
982534 2023-006 Material Weakness Yes C
982535 2023-012 Significant Deficiency Yes C
982536 2023-014 Significant Deficiency Yes L
982537 2023-006 Material Weakness Yes C
982538 2023-014 Significant Deficiency Yes L
982539 2023-006 Material Weakness Yes C
982540 2023-014 Significant Deficiency Yes L
982541 2023-006 Material Weakness Yes C
982542 2023-014 Significant Deficiency Yes L
982543 2023-006 Material Weakness Yes C
982544 2023-014 Significant Deficiency Yes L
982545 2023-006 Material Weakness Yes C
982546 2023-014 Significant Deficiency Yes L
982547 2023-006 Material Weakness Yes C
982548 2023-014 Significant Deficiency Yes L
982549 2023-006 Material Weakness Yes C
982550 2023-012 Significant Deficiency Yes C
982551 2023-014 Significant Deficiency Yes L
982552 2023-006 Material Weakness Yes C
982553 2023-012 Significant Deficiency Yes C
982554 2023-014 Significant Deficiency Yes L
982555 2023-006 Material Weakness Yes C
982556 2023-012 Significant Deficiency Yes C
982557 2023-014 Significant Deficiency Yes L
982558 2023-006 Material Weakness Yes C
982559 2023-012 Significant Deficiency Yes C
982560 2023-014 Significant Deficiency Yes L
982561 2023-006 Material Weakness Yes C
982562 2023-012 Significant Deficiency Yes C
982563 2023-014 Significant Deficiency Yes L
982564 2023-006 Material Weakness Yes C
982565 2023-012 Significant Deficiency Yes C
982566 2023-014 Significant Deficiency Yes L
982567 2023-006 Material Weakness Yes C
982568 2023-012 Significant Deficiency Yes C
982569 2023-014 Significant Deficiency Yes L
982570 2023-006 Material Weakness Yes C
982571 2023-012 Significant Deficiency Yes C
982572 2023-014 Significant Deficiency Yes L
982573 2023-006 Material Weakness Yes C
982574 2023-012 Significant Deficiency Yes C
982575 2023-014 Significant Deficiency Yes L
982576 2023-006 Material Weakness Yes C
982577 2023-012 Significant Deficiency Yes C
982578 2023-014 Significant Deficiency Yes L
982579 2023-006 Material Weakness Yes C
982580 2023-012 Significant Deficiency Yes C
982581 2023-014 Significant Deficiency Yes L
982582 2023-006 Material Weakness Yes C
982583 2023-007 Significant Deficiency - E
982584 2023-008 Material Weakness Yes N
982585 2023-009 Significant Deficiency Yes N
982586 2023-010 Significant Deficiency Yes N
982587 2023-014 Significant Deficiency Yes L
982588 2023-006 Material Weakness Yes C
982589 2023-007 Significant Deficiency - E
982590 2023-008 Material Weakness Yes N
982591 2023-009 Significant Deficiency Yes N
982592 2023-010 Significant Deficiency Yes N
982593 2023-014 Significant Deficiency Yes L
982594 2023-006 Material Weakness Yes C
982595 2023-007 Significant Deficiency - E
982596 2023-008 Material Weakness Yes N
982597 2023-009 Significant Deficiency Yes N
982598 2023-010 Significant Deficiency Yes N
982599 2023-014 Significant Deficiency Yes L
982600 2023-006 Material Weakness Yes C
982601 2023-011 Significant Deficiency Yes AB
982602 2023-012 Significant Deficiency Yes C
982603 2023-014 Significant Deficiency Yes L
982604 2023-006 Material Weakness Yes C
982605 2023-013 Significant Deficiency Yes L
982606 2023-014 Significant Deficiency Yes L
982607 2023-006 Material Weakness Yes C
982608 2023-013 Significant Deficiency Yes L
982609 2023-014 Significant Deficiency Yes L
982610 2023-006 Material Weakness Yes C
982611 2023-013 Significant Deficiency Yes L
982612 2023-014 Significant Deficiency Yes L
982613 2023-013 Significant Deficiency Yes L

Programs

ALN Program Spent Major Findings
84.245A Tribally Controlled Postsecondary Career and Technical Institutions $5.77M Yes 5
84.425K Covid-19 Heerf Tribally Controlled Colleges and Universities $3.78M Yes 3
15.058 Bia Education Stabilization Fund $3.59M Yes 3
15.058 Covid-19 Bie American Rescue Plan $3.37M Yes 3
84.063 Pell Grant $3.35M Yes 6
15.058 Bia Direct $1.96M Yes 3
15.058 Bia Indirect $1.64M Yes 3
47.076 Nsf Stem Ed. Meet Nn Needs $839,893 Yes 3
93.600 Dhhs-Ntu and Nn Head Start $779,058 - 0
12.630 US Army Enhmetal Additive Mfg $593,973 Yes 2
47.049 Nsf Prem Stem Ventures Solar Oven $560,016 Yes 3
43.008 NASA Inst Capacity Additive Manufacturing Materials $440,829 Yes 4
10.500 Nifa Extension Capacity $385,277 - 0
84.031T Title III - Project A $359,422 - 0
84.031D Title III - Project B $335,447 - 0
20.701 Dot-Sjs Univ Rsrch Fnd $333,384 - 0
47.076 Nsf Tcup Advanced Manufacturing Center $322,726 Yes 3
81.123 Nnsa Sustainable Pathways Advanced Manufacturing $299,328 Yes 3
93.575 Child Care and Development Block Grant $277,946 - 0
47.070 Nsf Let's Talk Code $277,851 Yes 2
43.008 NASA Engin Robotics Comp Science $275,481 Yes 4
84.425E Covid-19 Heerf Student Aid Portion $196,919 Yes 3
10.227 Nifa Lidar $179,304 - 0
10.227 Highthroughput Electrochemical $142,950 - 0
11.307 Doc Eda Meterology & Materials Testing Center $140,026 - 0
15.156 Bia Trng Ws *tccc $112,610 - 0
81.123 Scholarly Partnership-Spin $106,488 Yes 3
81.123 Qcam Additional Manufacturing $102,805 Yes 3
84.007 Seog - Supplemental Ed. Opportunity Grant $92,866 Yes 6
43.008 NASA Murep Robotics Academy $92,327 Yes 4
47.041 Nsf Grid Power $90,972 Yes 2
47.050 Nsf-Eager $84,751 Yes 2
81.123 Step2nls with Stem Core $70,981 Yes 3
81.123 Nnsa Doe Uofa Pact $63,682 Yes 3
10.222 Tribal College Endowment $61,310 - 0
10.227 Uranium Tailing $59,812 - 0
84.033 Federal Workstudy $53,958 Yes 6
43.008 NASA Accounting and Data Appropriation $52,350 Yes 4
10.025 Aphis Tcu Internship $70k $42,654 - 0
47.070 Nsf Campus Cyberinfrstrtre Cc-Nie $38,183 Yes 2
47.070 Nsf-Collaborative Research $37,677 Yes 2
10.221 Nifa Equity Projct 2018-38421-28471 $37,056 - 0
10.025 Aphis Tcu Internship Program $36,521 - 0
47.076 Nsf - Stem Careers Project $34,195 Yes 3
43.008 NASA Maianse Connecting Scheme $32,454 Yes 4
12.006 Stem Professionals $31,685 Yes 2
10.517 Ntu Extension Project $31,352 - 0
47.049 Nsf Prem Ventures Mrsec Stem Project $31,066 Yes 3
47.050 Nsf Collaborative Research Rapid $29,036 Yes 2
84.425C Covid-19 Governor's Emergency Education Relief Fund $28,900 Yes 3
15.255 Usdoi - Green Technology $26,476 - 0
81.123 Aihec Tcu Advanced Manufacturing Network $22,690 Yes 3
93.243 Ntu Campus Suicide Prevention $20,506 - 0
20.701 Dot-La Univ A&m College $20,068 - 0
10.025 Aphis Vet Tech Program Development $17,148 - 0
10.227 Computed Axial Lithography $16,955 - 0
47.070 Nsf Cc Regional Tcrn $14,172 Yes 2
81.123 Nnsa Enabling Native Researchers in Graduate Education $13,229 Yes 3
10.025 Aphis Adodr Tcu Internship Program $10,238 - 0
15.156 Tcrp-Climate Adaption $8,980 - 0
10.025 Safeguarding Natural Heritage Youth Program $4,903 - 0
10.500 Nifa Horticulture Ext Project $3,608 - 0
10.025 Aphis Vet Tech Std Intern $3,581 - 0
93.632 Dhhs Nau Ihd-Axucd Mou Msi Partnership $2,401 - 0
47.076 Nsf Strategic Plan Dev As Degree $2,243 Yes 3
11.619 Csu Bldg Pandemis Resilience $1,937 - 0
10.517 Ntu Sheep & Wool Project $1,318 - 0
10.227 Climate Change Fuel Wood Harv $687 - 0
10.766 Usda Rdhs Grant Class Equipment $-22,304 - 0

Contacts

Name Title Type
SHHUU5KPAWL8 Geraldine Gamble Auditee
5053877379 Jeremiah Armijo Auditor
No contacts on file

Notes to SEFA

Title: Subrecipients Accounting Policies: The accompanying schedule of expenditures of federal awards includes the federal grant activity of the Navajo Technical University (NTU) and is presented on the modified accrual basis of accounting. The information in this schedule is presented in accordance with Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance) formerly OMB Circular A-133, “Audits of States, Local Governments, and Non-Profit Organizations.” Therefore, some amounts presented in this schedule may differ from amounts presented in, or used in the preparation of, the financial statements. De Minimis Rate Used: N Rate Explanation: NTU has elected not to use the ten percent (10%) de minimis indirect cost rate allowed under the Uniform Guidance but does charge indirect costs when specifically allowed for by the grants. Of the expenditures presented in the schedule, NTU provided no awards to subrecipients.
Title: Outstanding Loans Accounting Policies: The accompanying schedule of expenditures of federal awards includes the federal grant activity of the Navajo Technical University (NTU) and is presented on the modified accrual basis of accounting. The information in this schedule is presented in accordance with Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance) formerly OMB Circular A-133, “Audits of States, Local Governments, and Non-Profit Organizations.” Therefore, some amounts presented in this schedule may differ from amounts presented in, or used in the preparation of, the financial statements. De Minimis Rate Used: N Rate Explanation: NTU has elected not to use the ten percent (10%) de minimis indirect cost rate allowed under the Uniform Guidance but does charge indirect costs when specifically allowed for by the grants. NTU has no federal loan balances at May 31, 2023.
Title: Reconciliation to the Financial Statements Accounting Policies: The accompanying schedule of expenditures of federal awards includes the federal grant activity of the Navajo Technical University (NTU) and is presented on the modified accrual basis of accounting. The information in this schedule is presented in accordance with Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance) formerly OMB Circular A-133, “Audits of States, Local Governments, and Non-Profit Organizations.” Therefore, some amounts presented in this schedule may differ from amounts presented in, or used in the preparation of, the financial statements. De Minimis Rate Used: N Rate Explanation: NTU has elected not to use the ten percent (10%) de minimis indirect cost rate allowed under the Uniform Guidance but does charge indirect costs when specifically allowed for by the grants. See the Notes to the SEFA for chart/table
Title: Federal Award Identification Numbers Accounting Policies: The accompanying schedule of expenditures of federal awards includes the federal grant activity of the Navajo Technical University (NTU) and is presented on the modified accrual basis of accounting. The information in this schedule is presented in accordance with Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance) formerly OMB Circular A-133, “Audits of States, Local Governments, and Non-Profit Organizations.” Therefore, some amounts presented in this schedule may differ from amounts presented in, or used in the preparation of, the financial statements. De Minimis Rate Used: N Rate Explanation: NTU has elected not to use the ten percent (10%) de minimis indirect cost rate allowed under the Uniform Guidance but does charge indirect costs when specifically allowed for by the grants. The federal granting agency is responsible for providing NTU with the Assistance Listing Number (ALN) numbers for each grant or contract. In cases where the federal granting agency did not provide the ALN number to NTU, other available identifying numbers are presented on the schedule of expenditures of federal awards.

Finding Details

2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-011 – Activities Allowed/Unallowed and Allowable Costs/Cost Principles Federal Program Information: Funding Agency: National Aeronautics and Space Administration, U.S. Department of Education, and U.S. Department of Interior Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions, Indian Post Secondary Schools Assistance Listing Number: 43.008, 84.245, 15.058 Award Period: June 1, 2022 – May 31, 2023 Criteria: To be allowable under Federal awards, costs must be necessary and reasonable for the performance and administration of the federal award. Costs must meet the following criteria: 1) necessary and reasonable; 2) consistent with policies and procedures; 3) accorded consistent treatment; and 4) are adequately documented. Condition: We found the following in our review of federal expenditures: Research and Development Cluster – • One payroll transaction totaling $1,875 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Tribally Controlled Postsecondary Career and Technical Institutions – • Two transactions totaling $3,475 did not have accurate source documentation to support the group insurance expenditures charged to the program. • Two payroll transactions totaling $8,957 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Indian Post Secondary Schools • One transaction totaling $212 did not have accurate source documentation to support the travel expenditures charged to the program. Questioned Costs: None exceeding $25,000. Context: One of twenty-five payroll transactions tested for the Research and Development Cluster. Four of fifty payroll and non-payroll transactions tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. One of twenty-five non-payroll transactions tested for the Indian Post Secondary Schools. Cause and Effect: NTU did not have effective internal controls to ensure federal expenditures are accurately charged in accordance with federal activities allowed/unallowed and allowable costs/cost principles requirements. As a result, NTU was not in compliance with these federal requirements for the Research and Development Cluster, Tribally Controlled Post Secondary Career and Technical Institutions and Indian Post Secondary programs. Auditor’s Recommendation: Improve internal controls to ensure expenditures are allowable under federal program requirements. This includes maintaining source documentation to support the allocation of payroll costs. Management’s Response: NTU will implement a monthly review process for all grant expenditures to ensure that amounts charged to federal awards are accurately posted and reflected in the accounting system. The Accounting Manager and Senior Accountant will review all journal entries for accuracy. Payroll allocations provided by the Human Resources office will also be included in the monthly review to verify the accuracy of payroll expenditures. Additionally, Principal Investigators and program managers will be given read-only access to the accounting system to review expenditure postings for accuracy. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-011 – Activities Allowed/Unallowed and Allowable Costs/Cost Principles Federal Program Information: Funding Agency: National Aeronautics and Space Administration, U.S. Department of Education, and U.S. Department of Interior Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions, Indian Post Secondary Schools Assistance Listing Number: 43.008, 84.245, 15.058 Award Period: June 1, 2022 – May 31, 2023 Criteria: To be allowable under Federal awards, costs must be necessary and reasonable for the performance and administration of the federal award. Costs must meet the following criteria: 1) necessary and reasonable; 2) consistent with policies and procedures; 3) accorded consistent treatment; and 4) are adequately documented. Condition: We found the following in our review of federal expenditures: Research and Development Cluster – • One payroll transaction totaling $1,875 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Tribally Controlled Postsecondary Career and Technical Institutions – • Two transactions totaling $3,475 did not have accurate source documentation to support the group insurance expenditures charged to the program. • Two payroll transactions totaling $8,957 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Indian Post Secondary Schools • One transaction totaling $212 did not have accurate source documentation to support the travel expenditures charged to the program. Questioned Costs: None exceeding $25,000. Context: One of twenty-five payroll transactions tested for the Research and Development Cluster. Four of fifty payroll and non-payroll transactions tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. One of twenty-five non-payroll transactions tested for the Indian Post Secondary Schools. Cause and Effect: NTU did not have effective internal controls to ensure federal expenditures are accurately charged in accordance with federal activities allowed/unallowed and allowable costs/cost principles requirements. As a result, NTU was not in compliance with these federal requirements for the Research and Development Cluster, Tribally Controlled Post Secondary Career and Technical Institutions and Indian Post Secondary programs. Auditor’s Recommendation: Improve internal controls to ensure expenditures are allowable under federal program requirements. This includes maintaining source documentation to support the allocation of payroll costs. Management’s Response: NTU will implement a monthly review process for all grant expenditures to ensure that amounts charged to federal awards are accurately posted and reflected in the accounting system. The Accounting Manager and Senior Accountant will review all journal entries for accuracy. Payroll allocations provided by the Human Resources office will also be included in the monthly review to verify the accuracy of payroll expenditures. Additionally, Principal Investigators and program managers will be given read-only access to the accounting system to review expenditure postings for accuracy. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-011 – Activities Allowed/Unallowed and Allowable Costs/Cost Principles Federal Program Information: Funding Agency: National Aeronautics and Space Administration, U.S. Department of Education, and U.S. Department of Interior Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions, Indian Post Secondary Schools Assistance Listing Number: 43.008, 84.245, 15.058 Award Period: June 1, 2022 – May 31, 2023 Criteria: To be allowable under Federal awards, costs must be necessary and reasonable for the performance and administration of the federal award. Costs must meet the following criteria: 1) necessary and reasonable; 2) consistent with policies and procedures; 3) accorded consistent treatment; and 4) are adequately documented. Condition: We found the following in our review of federal expenditures: Research and Development Cluster – • One payroll transaction totaling $1,875 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Tribally Controlled Postsecondary Career and Technical Institutions – • Two transactions totaling $3,475 did not have accurate source documentation to support the group insurance expenditures charged to the program. • Two payroll transactions totaling $8,957 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Indian Post Secondary Schools • One transaction totaling $212 did not have accurate source documentation to support the travel expenditures charged to the program. Questioned Costs: None exceeding $25,000. Context: One of twenty-five payroll transactions tested for the Research and Development Cluster. Four of fifty payroll and non-payroll transactions tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. One of twenty-five non-payroll transactions tested for the Indian Post Secondary Schools. Cause and Effect: NTU did not have effective internal controls to ensure federal expenditures are accurately charged in accordance with federal activities allowed/unallowed and allowable costs/cost principles requirements. As a result, NTU was not in compliance with these federal requirements for the Research and Development Cluster, Tribally Controlled Post Secondary Career and Technical Institutions and Indian Post Secondary programs. Auditor’s Recommendation: Improve internal controls to ensure expenditures are allowable under federal program requirements. This includes maintaining source documentation to support the allocation of payroll costs. Management’s Response: NTU will implement a monthly review process for all grant expenditures to ensure that amounts charged to federal awards are accurately posted and reflected in the accounting system. The Accounting Manager and Senior Accountant will review all journal entries for accuracy. Payroll allocations provided by the Human Resources office will also be included in the monthly review to verify the accuracy of payroll expenditures. Additionally, Principal Investigators and program managers will be given read-only access to the accounting system to review expenditure postings for accuracy. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-011 – Activities Allowed/Unallowed and Allowable Costs/Cost Principles Federal Program Information: Funding Agency: National Aeronautics and Space Administration, U.S. Department of Education, and U.S. Department of Interior Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions, Indian Post Secondary Schools Assistance Listing Number: 43.008, 84.245, 15.058 Award Period: June 1, 2022 – May 31, 2023 Criteria: To be allowable under Federal awards, costs must be necessary and reasonable for the performance and administration of the federal award. Costs must meet the following criteria: 1) necessary and reasonable; 2) consistent with policies and procedures; 3) accorded consistent treatment; and 4) are adequately documented. Condition: We found the following in our review of federal expenditures: Research and Development Cluster – • One payroll transaction totaling $1,875 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Tribally Controlled Postsecondary Career and Technical Institutions – • Two transactions totaling $3,475 did not have accurate source documentation to support the group insurance expenditures charged to the program. • Two payroll transactions totaling $8,957 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Indian Post Secondary Schools • One transaction totaling $212 did not have accurate source documentation to support the travel expenditures charged to the program. Questioned Costs: None exceeding $25,000. Context: One of twenty-five payroll transactions tested for the Research and Development Cluster. Four of fifty payroll and non-payroll transactions tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. One of twenty-five non-payroll transactions tested for the Indian Post Secondary Schools. Cause and Effect: NTU did not have effective internal controls to ensure federal expenditures are accurately charged in accordance with federal activities allowed/unallowed and allowable costs/cost principles requirements. As a result, NTU was not in compliance with these federal requirements for the Research and Development Cluster, Tribally Controlled Post Secondary Career and Technical Institutions and Indian Post Secondary programs. Auditor’s Recommendation: Improve internal controls to ensure expenditures are allowable under federal program requirements. This includes maintaining source documentation to support the allocation of payroll costs. Management’s Response: NTU will implement a monthly review process for all grant expenditures to ensure that amounts charged to federal awards are accurately posted and reflected in the accounting system. The Accounting Manager and Senior Accountant will review all journal entries for accuracy. Payroll allocations provided by the Human Resources office will also be included in the monthly review to verify the accuracy of payroll expenditures. Additionally, Principal Investigators and program managers will be given read-only access to the accounting system to review expenditure postings for accuracy. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-011 – Activities Allowed/Unallowed and Allowable Costs/Cost Principles Federal Program Information: Funding Agency: National Aeronautics and Space Administration, U.S. Department of Education, and U.S. Department of Interior Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions, Indian Post Secondary Schools Assistance Listing Number: 43.008, 84.245, 15.058 Award Period: June 1, 2022 – May 31, 2023 Criteria: To be allowable under Federal awards, costs must be necessary and reasonable for the performance and administration of the federal award. Costs must meet the following criteria: 1) necessary and reasonable; 2) consistent with policies and procedures; 3) accorded consistent treatment; and 4) are adequately documented. Condition: We found the following in our review of federal expenditures: Research and Development Cluster – • One payroll transaction totaling $1,875 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Tribally Controlled Postsecondary Career and Technical Institutions – • Two transactions totaling $3,475 did not have accurate source documentation to support the group insurance expenditures charged to the program. • Two payroll transactions totaling $8,957 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Indian Post Secondary Schools • One transaction totaling $212 did not have accurate source documentation to support the travel expenditures charged to the program. Questioned Costs: None exceeding $25,000. Context: One of twenty-five payroll transactions tested for the Research and Development Cluster. Four of fifty payroll and non-payroll transactions tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. One of twenty-five non-payroll transactions tested for the Indian Post Secondary Schools. Cause and Effect: NTU did not have effective internal controls to ensure federal expenditures are accurately charged in accordance with federal activities allowed/unallowed and allowable costs/cost principles requirements. As a result, NTU was not in compliance with these federal requirements for the Research and Development Cluster, Tribally Controlled Post Secondary Career and Technical Institutions and Indian Post Secondary programs. Auditor’s Recommendation: Improve internal controls to ensure expenditures are allowable under federal program requirements. This includes maintaining source documentation to support the allocation of payroll costs. Management’s Response: NTU will implement a monthly review process for all grant expenditures to ensure that amounts charged to federal awards are accurately posted and reflected in the accounting system. The Accounting Manager and Senior Accountant will review all journal entries for accuracy. Payroll allocations provided by the Human Resources office will also be included in the monthly review to verify the accuracy of payroll expenditures. Additionally, Principal Investigators and program managers will be given read-only access to the accounting system to review expenditure postings for accuracy. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-012 – Cash Management Federal Program Information: Funding Agency: National Science Foundation, National Aeronautics and Space Administration, U.S. Department of Energy, and U.S. Department of Education Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions Assistance Listing Number: 43.008, 47.049, 47.067, 47.076, 81.123, 84.245 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place demonstrate that the time between the transfer of funds from the federal entity to the non-federal entity and disbursement by the non-federal entity has been adequately minimized. This includes ensuring reimbursement and drawdown requests are adequately supported by underlying source documentation. Condition: We found the following during our evaluation of cash drawdowns: Research and Development Cluster – • Eight drawdowns did not have adequate source documentation to support the amount of funds drawn down. Tribally Controlled Postsecondary Career and Technical Institutions – • Nine drawdowns did not have adequate source documentation to support the amount of funds drawn down. Questioned Costs: None. Context: Eight of ten drawdowns tested for the Research and Development and nine out of nine drawdowns tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. Cause and Effect: Internal controls were not designed and implemented to ensure appropriate cash management requirements are met. NTU did not comply with the cash management requirements of the Research and Development Cluster and Tribally Controlled Postsecondary Career and Technical Institutions program. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure compliance with federal cash management requirements and NTU’s policies and procedures. Management’s Response: NTU will enforce policies and procedures for cash drawdowns to ensure all drawdowns are properly supported. Additionally, an electronic filing system will be developed to maintain all drawdowns and the related backup documentation, enhancing the processing and record-keeping of drawdown documents. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-011 – Activities Allowed/Unallowed and Allowable Costs/Cost Principles Federal Program Information: Funding Agency: National Aeronautics and Space Administration, U.S. Department of Education, and U.S. Department of Interior Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions, Indian Post Secondary Schools Assistance Listing Number: 43.008, 84.245, 15.058 Award Period: June 1, 2022 – May 31, 2023 Criteria: To be allowable under Federal awards, costs must be necessary and reasonable for the performance and administration of the federal award. Costs must meet the following criteria: 1) necessary and reasonable; 2) consistent with policies and procedures; 3) accorded consistent treatment; and 4) are adequately documented. Condition: We found the following in our review of federal expenditures: Research and Development Cluster – • One payroll transaction totaling $1,875 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Tribally Controlled Postsecondary Career and Technical Institutions – • Two transactions totaling $3,475 did not have accurate source documentation to support the group insurance expenditures charged to the program. • Two payroll transactions totaling $8,957 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Indian Post Secondary Schools • One transaction totaling $212 did not have accurate source documentation to support the travel expenditures charged to the program. Questioned Costs: None exceeding $25,000. Context: One of twenty-five payroll transactions tested for the Research and Development Cluster. Four of fifty payroll and non-payroll transactions tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. One of twenty-five non-payroll transactions tested for the Indian Post Secondary Schools. Cause and Effect: NTU did not have effective internal controls to ensure federal expenditures are accurately charged in accordance with federal activities allowed/unallowed and allowable costs/cost principles requirements. As a result, NTU was not in compliance with these federal requirements for the Research and Development Cluster, Tribally Controlled Post Secondary Career and Technical Institutions and Indian Post Secondary programs. Auditor’s Recommendation: Improve internal controls to ensure expenditures are allowable under federal program requirements. This includes maintaining source documentation to support the allocation of payroll costs. Management’s Response: NTU will implement a monthly review process for all grant expenditures to ensure that amounts charged to federal awards are accurately posted and reflected in the accounting system. The Accounting Manager and Senior Accountant will review all journal entries for accuracy. Payroll allocations provided by the Human Resources office will also be included in the monthly review to verify the accuracy of payroll expenditures. Additionally, Principal Investigators and program managers will be given read-only access to the accounting system to review expenditure postings for accuracy. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-012 – Cash Management Federal Program Information: Funding Agency: National Science Foundation, National Aeronautics and Space Administration, U.S. Department of Energy, and U.S. Department of Education Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions Assistance Listing Number: 43.008, 47.049, 47.067, 47.076, 81.123, 84.245 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place demonstrate that the time between the transfer of funds from the federal entity to the non-federal entity and disbursement by the non-federal entity has been adequately minimized. This includes ensuring reimbursement and drawdown requests are adequately supported by underlying source documentation. Condition: We found the following during our evaluation of cash drawdowns: Research and Development Cluster – • Eight drawdowns did not have adequate source documentation to support the amount of funds drawn down. Tribally Controlled Postsecondary Career and Technical Institutions – • Nine drawdowns did not have adequate source documentation to support the amount of funds drawn down. Questioned Costs: None. Context: Eight of ten drawdowns tested for the Research and Development and nine out of nine drawdowns tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. Cause and Effect: Internal controls were not designed and implemented to ensure appropriate cash management requirements are met. NTU did not comply with the cash management requirements of the Research and Development Cluster and Tribally Controlled Postsecondary Career and Technical Institutions program. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure compliance with federal cash management requirements and NTU’s policies and procedures. Management’s Response: NTU will enforce policies and procedures for cash drawdowns to ensure all drawdowns are properly supported. Additionally, an electronic filing system will be developed to maintain all drawdowns and the related backup documentation, enhancing the processing and record-keeping of drawdown documents. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-011 – Activities Allowed/Unallowed and Allowable Costs/Cost Principles Federal Program Information: Funding Agency: National Aeronautics and Space Administration, U.S. Department of Education, and U.S. Department of Interior Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions, Indian Post Secondary Schools Assistance Listing Number: 43.008, 84.245, 15.058 Award Period: June 1, 2022 – May 31, 2023 Criteria: To be allowable under Federal awards, costs must be necessary and reasonable for the performance and administration of the federal award. Costs must meet the following criteria: 1) necessary and reasonable; 2) consistent with policies and procedures; 3) accorded consistent treatment; and 4) are adequately documented. Condition: We found the following in our review of federal expenditures: Research and Development Cluster – • One payroll transaction totaling $1,875 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Tribally Controlled Postsecondary Career and Technical Institutions – • Two transactions totaling $3,475 did not have accurate source documentation to support the group insurance expenditures charged to the program. • Two payroll transactions totaling $8,957 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Indian Post Secondary Schools • One transaction totaling $212 did not have accurate source documentation to support the travel expenditures charged to the program. Questioned Costs: None exceeding $25,000. Context: One of twenty-five payroll transactions tested for the Research and Development Cluster. Four of fifty payroll and non-payroll transactions tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. One of twenty-five non-payroll transactions tested for the Indian Post Secondary Schools. Cause and Effect: NTU did not have effective internal controls to ensure federal expenditures are accurately charged in accordance with federal activities allowed/unallowed and allowable costs/cost principles requirements. As a result, NTU was not in compliance with these federal requirements for the Research and Development Cluster, Tribally Controlled Post Secondary Career and Technical Institutions and Indian Post Secondary programs. Auditor’s Recommendation: Improve internal controls to ensure expenditures are allowable under federal program requirements. This includes maintaining source documentation to support the allocation of payroll costs. Management’s Response: NTU will implement a monthly review process for all grant expenditures to ensure that amounts charged to federal awards are accurately posted and reflected in the accounting system. The Accounting Manager and Senior Accountant will review all journal entries for accuracy. Payroll allocations provided by the Human Resources office will also be included in the monthly review to verify the accuracy of payroll expenditures. Additionally, Principal Investigators and program managers will be given read-only access to the accounting system to review expenditure postings for accuracy. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-012 – Cash Management Federal Program Information: Funding Agency: National Science Foundation, National Aeronautics and Space Administration, U.S. Department of Energy, and U.S. Department of Education Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions Assistance Listing Number: 43.008, 47.049, 47.067, 47.076, 81.123, 84.245 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place demonstrate that the time between the transfer of funds from the federal entity to the non-federal entity and disbursement by the non-federal entity has been adequately minimized. This includes ensuring reimbursement and drawdown requests are adequately supported by underlying source documentation. Condition: We found the following during our evaluation of cash drawdowns: Research and Development Cluster – • Eight drawdowns did not have adequate source documentation to support the amount of funds drawn down. Tribally Controlled Postsecondary Career and Technical Institutions – • Nine drawdowns did not have adequate source documentation to support the amount of funds drawn down. Questioned Costs: None. Context: Eight of ten drawdowns tested for the Research and Development and nine out of nine drawdowns tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. Cause and Effect: Internal controls were not designed and implemented to ensure appropriate cash management requirements are met. NTU did not comply with the cash management requirements of the Research and Development Cluster and Tribally Controlled Postsecondary Career and Technical Institutions program. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure compliance with federal cash management requirements and NTU’s policies and procedures. Management’s Response: NTU will enforce policies and procedures for cash drawdowns to ensure all drawdowns are properly supported. Additionally, an electronic filing system will be developed to maintain all drawdowns and the related backup documentation, enhancing the processing and record-keeping of drawdown documents. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-011 – Activities Allowed/Unallowed and Allowable Costs/Cost Principles Federal Program Information: Funding Agency: National Aeronautics and Space Administration, U.S. Department of Education, and U.S. Department of Interior Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions, Indian Post Secondary Schools Assistance Listing Number: 43.008, 84.245, 15.058 Award Period: June 1, 2022 – May 31, 2023 Criteria: To be allowable under Federal awards, costs must be necessary and reasonable for the performance and administration of the federal award. Costs must meet the following criteria: 1) necessary and reasonable; 2) consistent with policies and procedures; 3) accorded consistent treatment; and 4) are adequately documented. Condition: We found the following in our review of federal expenditures: Research and Development Cluster – • One payroll transaction totaling $1,875 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Tribally Controlled Postsecondary Career and Technical Institutions – • Two transactions totaling $3,475 did not have accurate source documentation to support the group insurance expenditures charged to the program. • Two payroll transactions totaling $8,957 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Indian Post Secondary Schools • One transaction totaling $212 did not have accurate source documentation to support the travel expenditures charged to the program. Questioned Costs: None exceeding $25,000. Context: One of twenty-five payroll transactions tested for the Research and Development Cluster. Four of fifty payroll and non-payroll transactions tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. One of twenty-five non-payroll transactions tested for the Indian Post Secondary Schools. Cause and Effect: NTU did not have effective internal controls to ensure federal expenditures are accurately charged in accordance with federal activities allowed/unallowed and allowable costs/cost principles requirements. As a result, NTU was not in compliance with these federal requirements for the Research and Development Cluster, Tribally Controlled Post Secondary Career and Technical Institutions and Indian Post Secondary programs. Auditor’s Recommendation: Improve internal controls to ensure expenditures are allowable under federal program requirements. This includes maintaining source documentation to support the allocation of payroll costs. Management’s Response: NTU will implement a monthly review process for all grant expenditures to ensure that amounts charged to federal awards are accurately posted and reflected in the accounting system. The Accounting Manager and Senior Accountant will review all journal entries for accuracy. Payroll allocations provided by the Human Resources office will also be included in the monthly review to verify the accuracy of payroll expenditures. Additionally, Principal Investigators and program managers will be given read-only access to the accounting system to review expenditure postings for accuracy. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-012 – Cash Management Federal Program Information: Funding Agency: National Science Foundation, National Aeronautics and Space Administration, U.S. Department of Energy, and U.S. Department of Education Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions Assistance Listing Number: 43.008, 47.049, 47.067, 47.076, 81.123, 84.245 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place demonstrate that the time between the transfer of funds from the federal entity to the non-federal entity and disbursement by the non-federal entity has been adequately minimized. This includes ensuring reimbursement and drawdown requests are adequately supported by underlying source documentation. Condition: We found the following during our evaluation of cash drawdowns: Research and Development Cluster – • Eight drawdowns did not have adequate source documentation to support the amount of funds drawn down. Tribally Controlled Postsecondary Career and Technical Institutions – • Nine drawdowns did not have adequate source documentation to support the amount of funds drawn down. Questioned Costs: None. Context: Eight of ten drawdowns tested for the Research and Development and nine out of nine drawdowns tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. Cause and Effect: Internal controls were not designed and implemented to ensure appropriate cash management requirements are met. NTU did not comply with the cash management requirements of the Research and Development Cluster and Tribally Controlled Postsecondary Career and Technical Institutions program. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure compliance with federal cash management requirements and NTU’s policies and procedures. Management’s Response: NTU will enforce policies and procedures for cash drawdowns to ensure all drawdowns are properly supported. Additionally, an electronic filing system will be developed to maintain all drawdowns and the related backup documentation, enhancing the processing and record-keeping of drawdown documents. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-011 – Activities Allowed/Unallowed and Allowable Costs/Cost Principles Federal Program Information: Funding Agency: National Aeronautics and Space Administration, U.S. Department of Education, and U.S. Department of Interior Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions, Indian Post Secondary Schools Assistance Listing Number: 43.008, 84.245, 15.058 Award Period: June 1, 2022 – May 31, 2023 Criteria: To be allowable under Federal awards, costs must be necessary and reasonable for the performance and administration of the federal award. Costs must meet the following criteria: 1) necessary and reasonable; 2) consistent with policies and procedures; 3) accorded consistent treatment; and 4) are adequately documented. Condition: We found the following in our review of federal expenditures: Research and Development Cluster – • One payroll transaction totaling $1,875 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Tribally Controlled Postsecondary Career and Technical Institutions – • Two transactions totaling $3,475 did not have accurate source documentation to support the group insurance expenditures charged to the program. • Two payroll transactions totaling $8,957 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Indian Post Secondary Schools • One transaction totaling $212 did not have accurate source documentation to support the travel expenditures charged to the program. Questioned Costs: None exceeding $25,000. Context: One of twenty-five payroll transactions tested for the Research and Development Cluster. Four of fifty payroll and non-payroll transactions tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. One of twenty-five non-payroll transactions tested for the Indian Post Secondary Schools. Cause and Effect: NTU did not have effective internal controls to ensure federal expenditures are accurately charged in accordance with federal activities allowed/unallowed and allowable costs/cost principles requirements. As a result, NTU was not in compliance with these federal requirements for the Research and Development Cluster, Tribally Controlled Post Secondary Career and Technical Institutions and Indian Post Secondary programs. Auditor’s Recommendation: Improve internal controls to ensure expenditures are allowable under federal program requirements. This includes maintaining source documentation to support the allocation of payroll costs. Management’s Response: NTU will implement a monthly review process for all grant expenditures to ensure that amounts charged to federal awards are accurately posted and reflected in the accounting system. The Accounting Manager and Senior Accountant will review all journal entries for accuracy. Payroll allocations provided by the Human Resources office will also be included in the monthly review to verify the accuracy of payroll expenditures. Additionally, Principal Investigators and program managers will be given read-only access to the accounting system to review expenditure postings for accuracy. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-012 – Cash Management Federal Program Information: Funding Agency: National Science Foundation, National Aeronautics and Space Administration, U.S. Department of Energy, and U.S. Department of Education Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions Assistance Listing Number: 43.008, 47.049, 47.067, 47.076, 81.123, 84.245 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place demonstrate that the time between the transfer of funds from the federal entity to the non-federal entity and disbursement by the non-federal entity has been adequately minimized. This includes ensuring reimbursement and drawdown requests are adequately supported by underlying source documentation. Condition: We found the following during our evaluation of cash drawdowns: Research and Development Cluster – • Eight drawdowns did not have adequate source documentation to support the amount of funds drawn down. Tribally Controlled Postsecondary Career and Technical Institutions – • Nine drawdowns did not have adequate source documentation to support the amount of funds drawn down. Questioned Costs: None. Context: Eight of ten drawdowns tested for the Research and Development and nine out of nine drawdowns tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. Cause and Effect: Internal controls were not designed and implemented to ensure appropriate cash management requirements are met. NTU did not comply with the cash management requirements of the Research and Development Cluster and Tribally Controlled Postsecondary Career and Technical Institutions program. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure compliance with federal cash management requirements and NTU’s policies and procedures. Management’s Response: NTU will enforce policies and procedures for cash drawdowns to ensure all drawdowns are properly supported. Additionally, an electronic filing system will be developed to maintain all drawdowns and the related backup documentation, enhancing the processing and record-keeping of drawdown documents. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-012 – Cash Management Federal Program Information: Funding Agency: National Science Foundation, National Aeronautics and Space Administration, U.S. Department of Energy, and U.S. Department of Education Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions Assistance Listing Number: 43.008, 47.049, 47.067, 47.076, 81.123, 84.245 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place demonstrate that the time between the transfer of funds from the federal entity to the non-federal entity and disbursement by the non-federal entity has been adequately minimized. This includes ensuring reimbursement and drawdown requests are adequately supported by underlying source documentation. Condition: We found the following during our evaluation of cash drawdowns: Research and Development Cluster – • Eight drawdowns did not have adequate source documentation to support the amount of funds drawn down. Tribally Controlled Postsecondary Career and Technical Institutions – • Nine drawdowns did not have adequate source documentation to support the amount of funds drawn down. Questioned Costs: None. Context: Eight of ten drawdowns tested for the Research and Development and nine out of nine drawdowns tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. Cause and Effect: Internal controls were not designed and implemented to ensure appropriate cash management requirements are met. NTU did not comply with the cash management requirements of the Research and Development Cluster and Tribally Controlled Postsecondary Career and Technical Institutions program. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure compliance with federal cash management requirements and NTU’s policies and procedures. Management’s Response: NTU will enforce policies and procedures for cash drawdowns to ensure all drawdowns are properly supported. Additionally, an electronic filing system will be developed to maintain all drawdowns and the related backup documentation, enhancing the processing and record-keeping of drawdown documents. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-012 – Cash Management Federal Program Information: Funding Agency: National Science Foundation, National Aeronautics and Space Administration, U.S. Department of Energy, and U.S. Department of Education Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions Assistance Listing Number: 43.008, 47.049, 47.067, 47.076, 81.123, 84.245 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place demonstrate that the time between the transfer of funds from the federal entity to the non-federal entity and disbursement by the non-federal entity has been adequately minimized. This includes ensuring reimbursement and drawdown requests are adequately supported by underlying source documentation. Condition: We found the following during our evaluation of cash drawdowns: Research and Development Cluster – • Eight drawdowns did not have adequate source documentation to support the amount of funds drawn down. Tribally Controlled Postsecondary Career and Technical Institutions – • Nine drawdowns did not have adequate source documentation to support the amount of funds drawn down. Questioned Costs: None. Context: Eight of ten drawdowns tested for the Research and Development and nine out of nine drawdowns tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. Cause and Effect: Internal controls were not designed and implemented to ensure appropriate cash management requirements are met. NTU did not comply with the cash management requirements of the Research and Development Cluster and Tribally Controlled Postsecondary Career and Technical Institutions program. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure compliance with federal cash management requirements and NTU’s policies and procedures. Management’s Response: NTU will enforce policies and procedures for cash drawdowns to ensure all drawdowns are properly supported. Additionally, an electronic filing system will be developed to maintain all drawdowns and the related backup documentation, enhancing the processing and record-keeping of drawdown documents. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-012 – Cash Management Federal Program Information: Funding Agency: National Science Foundation, National Aeronautics and Space Administration, U.S. Department of Energy, and U.S. Department of Education Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions Assistance Listing Number: 43.008, 47.049, 47.067, 47.076, 81.123, 84.245 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place demonstrate that the time between the transfer of funds from the federal entity to the non-federal entity and disbursement by the non-federal entity has been adequately minimized. This includes ensuring reimbursement and drawdown requests are adequately supported by underlying source documentation. Condition: We found the following during our evaluation of cash drawdowns: Research and Development Cluster – • Eight drawdowns did not have adequate source documentation to support the amount of funds drawn down. Tribally Controlled Postsecondary Career and Technical Institutions – • Nine drawdowns did not have adequate source documentation to support the amount of funds drawn down. Questioned Costs: None. Context: Eight of ten drawdowns tested for the Research and Development and nine out of nine drawdowns tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. Cause and Effect: Internal controls were not designed and implemented to ensure appropriate cash management requirements are met. NTU did not comply with the cash management requirements of the Research and Development Cluster and Tribally Controlled Postsecondary Career and Technical Institutions program. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure compliance with federal cash management requirements and NTU’s policies and procedures. Management’s Response: NTU will enforce policies and procedures for cash drawdowns to ensure all drawdowns are properly supported. Additionally, an electronic filing system will be developed to maintain all drawdowns and the related backup documentation, enhancing the processing and record-keeping of drawdown documents. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-012 – Cash Management Federal Program Information: Funding Agency: National Science Foundation, National Aeronautics and Space Administration, U.S. Department of Energy, and U.S. Department of Education Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions Assistance Listing Number: 43.008, 47.049, 47.067, 47.076, 81.123, 84.245 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place demonstrate that the time between the transfer of funds from the federal entity to the non-federal entity and disbursement by the non-federal entity has been adequately minimized. This includes ensuring reimbursement and drawdown requests are adequately supported by underlying source documentation. Condition: We found the following during our evaluation of cash drawdowns: Research and Development Cluster – • Eight drawdowns did not have adequate source documentation to support the amount of funds drawn down. Tribally Controlled Postsecondary Career and Technical Institutions – • Nine drawdowns did not have adequate source documentation to support the amount of funds drawn down. Questioned Costs: None. Context: Eight of ten drawdowns tested for the Research and Development and nine out of nine drawdowns tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. Cause and Effect: Internal controls were not designed and implemented to ensure appropriate cash management requirements are met. NTU did not comply with the cash management requirements of the Research and Development Cluster and Tribally Controlled Postsecondary Career and Technical Institutions program. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure compliance with federal cash management requirements and NTU’s policies and procedures. Management’s Response: NTU will enforce policies and procedures for cash drawdowns to ensure all drawdowns are properly supported. Additionally, an electronic filing system will be developed to maintain all drawdowns and the related backup documentation, enhancing the processing and record-keeping of drawdown documents. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-012 – Cash Management Federal Program Information: Funding Agency: National Science Foundation, National Aeronautics and Space Administration, U.S. Department of Energy, and U.S. Department of Education Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions Assistance Listing Number: 43.008, 47.049, 47.067, 47.076, 81.123, 84.245 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place demonstrate that the time between the transfer of funds from the federal entity to the non-federal entity and disbursement by the non-federal entity has been adequately minimized. This includes ensuring reimbursement and drawdown requests are adequately supported by underlying source documentation. Condition: We found the following during our evaluation of cash drawdowns: Research and Development Cluster – • Eight drawdowns did not have adequate source documentation to support the amount of funds drawn down. Tribally Controlled Postsecondary Career and Technical Institutions – • Nine drawdowns did not have adequate source documentation to support the amount of funds drawn down. Questioned Costs: None. Context: Eight of ten drawdowns tested for the Research and Development and nine out of nine drawdowns tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. Cause and Effect: Internal controls were not designed and implemented to ensure appropriate cash management requirements are met. NTU did not comply with the cash management requirements of the Research and Development Cluster and Tribally Controlled Postsecondary Career and Technical Institutions program. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure compliance with federal cash management requirements and NTU’s policies and procedures. Management’s Response: NTU will enforce policies and procedures for cash drawdowns to ensure all drawdowns are properly supported. Additionally, an electronic filing system will be developed to maintain all drawdowns and the related backup documentation, enhancing the processing and record-keeping of drawdown documents. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-012 – Cash Management Federal Program Information: Funding Agency: National Science Foundation, National Aeronautics and Space Administration, U.S. Department of Energy, and U.S. Department of Education Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions Assistance Listing Number: 43.008, 47.049, 47.067, 47.076, 81.123, 84.245 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place demonstrate that the time between the transfer of funds from the federal entity to the non-federal entity and disbursement by the non-federal entity has been adequately minimized. This includes ensuring reimbursement and drawdown requests are adequately supported by underlying source documentation. Condition: We found the following during our evaluation of cash drawdowns: Research and Development Cluster – • Eight drawdowns did not have adequate source documentation to support the amount of funds drawn down. Tribally Controlled Postsecondary Career and Technical Institutions – • Nine drawdowns did not have adequate source documentation to support the amount of funds drawn down. Questioned Costs: None. Context: Eight of ten drawdowns tested for the Research and Development and nine out of nine drawdowns tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. Cause and Effect: Internal controls were not designed and implemented to ensure appropriate cash management requirements are met. NTU did not comply with the cash management requirements of the Research and Development Cluster and Tribally Controlled Postsecondary Career and Technical Institutions program. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure compliance with federal cash management requirements and NTU’s policies and procedures. Management’s Response: NTU will enforce policies and procedures for cash drawdowns to ensure all drawdowns are properly supported. Additionally, an electronic filing system will be developed to maintain all drawdowns and the related backup documentation, enhancing the processing and record-keeping of drawdown documents. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-012 – Cash Management Federal Program Information: Funding Agency: National Science Foundation, National Aeronautics and Space Administration, U.S. Department of Energy, and U.S. Department of Education Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions Assistance Listing Number: 43.008, 47.049, 47.067, 47.076, 81.123, 84.245 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place demonstrate that the time between the transfer of funds from the federal entity to the non-federal entity and disbursement by the non-federal entity has been adequately minimized. This includes ensuring reimbursement and drawdown requests are adequately supported by underlying source documentation. Condition: We found the following during our evaluation of cash drawdowns: Research and Development Cluster – • Eight drawdowns did not have adequate source documentation to support the amount of funds drawn down. Tribally Controlled Postsecondary Career and Technical Institutions – • Nine drawdowns did not have adequate source documentation to support the amount of funds drawn down. Questioned Costs: None. Context: Eight of ten drawdowns tested for the Research and Development and nine out of nine drawdowns tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. Cause and Effect: Internal controls were not designed and implemented to ensure appropriate cash management requirements are met. NTU did not comply with the cash management requirements of the Research and Development Cluster and Tribally Controlled Postsecondary Career and Technical Institutions program. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure compliance with federal cash management requirements and NTU’s policies and procedures. Management’s Response: NTU will enforce policies and procedures for cash drawdowns to ensure all drawdowns are properly supported. Additionally, an electronic filing system will be developed to maintain all drawdowns and the related backup documentation, enhancing the processing and record-keeping of drawdown documents. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-012 – Cash Management Federal Program Information: Funding Agency: National Science Foundation, National Aeronautics and Space Administration, U.S. Department of Energy, and U.S. Department of Education Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions Assistance Listing Number: 43.008, 47.049, 47.067, 47.076, 81.123, 84.245 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place demonstrate that the time between the transfer of funds from the federal entity to the non-federal entity and disbursement by the non-federal entity has been adequately minimized. This includes ensuring reimbursement and drawdown requests are adequately supported by underlying source documentation. Condition: We found the following during our evaluation of cash drawdowns: Research and Development Cluster – • Eight drawdowns did not have adequate source documentation to support the amount of funds drawn down. Tribally Controlled Postsecondary Career and Technical Institutions – • Nine drawdowns did not have adequate source documentation to support the amount of funds drawn down. Questioned Costs: None. Context: Eight of ten drawdowns tested for the Research and Development and nine out of nine drawdowns tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. Cause and Effect: Internal controls were not designed and implemented to ensure appropriate cash management requirements are met. NTU did not comply with the cash management requirements of the Research and Development Cluster and Tribally Controlled Postsecondary Career and Technical Institutions program. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure compliance with federal cash management requirements and NTU’s policies and procedures. Management’s Response: NTU will enforce policies and procedures for cash drawdowns to ensure all drawdowns are properly supported. Additionally, an electronic filing system will be developed to maintain all drawdowns and the related backup documentation, enhancing the processing and record-keeping of drawdown documents. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-012 – Cash Management Federal Program Information: Funding Agency: National Science Foundation, National Aeronautics and Space Administration, U.S. Department of Energy, and U.S. Department of Education Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions Assistance Listing Number: 43.008, 47.049, 47.067, 47.076, 81.123, 84.245 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place demonstrate that the time between the transfer of funds from the federal entity to the non-federal entity and disbursement by the non-federal entity has been adequately minimized. This includes ensuring reimbursement and drawdown requests are adequately supported by underlying source documentation. Condition: We found the following during our evaluation of cash drawdowns: Research and Development Cluster – • Eight drawdowns did not have adequate source documentation to support the amount of funds drawn down. Tribally Controlled Postsecondary Career and Technical Institutions – • Nine drawdowns did not have adequate source documentation to support the amount of funds drawn down. Questioned Costs: None. Context: Eight of ten drawdowns tested for the Research and Development and nine out of nine drawdowns tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. Cause and Effect: Internal controls were not designed and implemented to ensure appropriate cash management requirements are met. NTU did not comply with the cash management requirements of the Research and Development Cluster and Tribally Controlled Postsecondary Career and Technical Institutions program. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure compliance with federal cash management requirements and NTU’s policies and procedures. Management’s Response: NTU will enforce policies and procedures for cash drawdowns to ensure all drawdowns are properly supported. Additionally, an electronic filing system will be developed to maintain all drawdowns and the related backup documentation, enhancing the processing and record-keeping of drawdown documents. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-012 – Cash Management Federal Program Information: Funding Agency: National Science Foundation, National Aeronautics and Space Administration, U.S. Department of Energy, and U.S. Department of Education Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions Assistance Listing Number: 43.008, 47.049, 47.067, 47.076, 81.123, 84.245 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place demonstrate that the time between the transfer of funds from the federal entity to the non-federal entity and disbursement by the non-federal entity has been adequately minimized. This includes ensuring reimbursement and drawdown requests are adequately supported by underlying source documentation. Condition: We found the following during our evaluation of cash drawdowns: Research and Development Cluster – • Eight drawdowns did not have adequate source documentation to support the amount of funds drawn down. Tribally Controlled Postsecondary Career and Technical Institutions – • Nine drawdowns did not have adequate source documentation to support the amount of funds drawn down. Questioned Costs: None. Context: Eight of ten drawdowns tested for the Research and Development and nine out of nine drawdowns tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. Cause and Effect: Internal controls were not designed and implemented to ensure appropriate cash management requirements are met. NTU did not comply with the cash management requirements of the Research and Development Cluster and Tribally Controlled Postsecondary Career and Technical Institutions program. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure compliance with federal cash management requirements and NTU’s policies and procedures. Management’s Response: NTU will enforce policies and procedures for cash drawdowns to ensure all drawdowns are properly supported. Additionally, an electronic filing system will be developed to maintain all drawdowns and the related backup documentation, enhancing the processing and record-keeping of drawdown documents. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-012 – Cash Management Federal Program Information: Funding Agency: National Science Foundation, National Aeronautics and Space Administration, U.S. Department of Energy, and U.S. Department of Education Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions Assistance Listing Number: 43.008, 47.049, 47.067, 47.076, 81.123, 84.245 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place demonstrate that the time between the transfer of funds from the federal entity to the non-federal entity and disbursement by the non-federal entity has been adequately minimized. This includes ensuring reimbursement and drawdown requests are adequately supported by underlying source documentation. Condition: We found the following during our evaluation of cash drawdowns: Research and Development Cluster – • Eight drawdowns did not have adequate source documentation to support the amount of funds drawn down. Tribally Controlled Postsecondary Career and Technical Institutions – • Nine drawdowns did not have adequate source documentation to support the amount of funds drawn down. Questioned Costs: None. Context: Eight of ten drawdowns tested for the Research and Development and nine out of nine drawdowns tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. Cause and Effect: Internal controls were not designed and implemented to ensure appropriate cash management requirements are met. NTU did not comply with the cash management requirements of the Research and Development Cluster and Tribally Controlled Postsecondary Career and Technical Institutions program. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure compliance with federal cash management requirements and NTU’s policies and procedures. Management’s Response: NTU will enforce policies and procedures for cash drawdowns to ensure all drawdowns are properly supported. Additionally, an electronic filing system will be developed to maintain all drawdowns and the related backup documentation, enhancing the processing and record-keeping of drawdown documents. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-012 – Cash Management Federal Program Information: Funding Agency: National Science Foundation, National Aeronautics and Space Administration, U.S. Department of Energy, and U.S. Department of Education Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions Assistance Listing Number: 43.008, 47.049, 47.067, 47.076, 81.123, 84.245 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place demonstrate that the time between the transfer of funds from the federal entity to the non-federal entity and disbursement by the non-federal entity has been adequately minimized. This includes ensuring reimbursement and drawdown requests are adequately supported by underlying source documentation. Condition: We found the following during our evaluation of cash drawdowns: Research and Development Cluster – • Eight drawdowns did not have adequate source documentation to support the amount of funds drawn down. Tribally Controlled Postsecondary Career and Technical Institutions – • Nine drawdowns did not have adequate source documentation to support the amount of funds drawn down. Questioned Costs: None. Context: Eight of ten drawdowns tested for the Research and Development and nine out of nine drawdowns tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. Cause and Effect: Internal controls were not designed and implemented to ensure appropriate cash management requirements are met. NTU did not comply with the cash management requirements of the Research and Development Cluster and Tribally Controlled Postsecondary Career and Technical Institutions program. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure compliance with federal cash management requirements and NTU’s policies and procedures. Management’s Response: NTU will enforce policies and procedures for cash drawdowns to ensure all drawdowns are properly supported. Additionally, an electronic filing system will be developed to maintain all drawdowns and the related backup documentation, enhancing the processing and record-keeping of drawdown documents. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-012 – Cash Management Federal Program Information: Funding Agency: National Science Foundation, National Aeronautics and Space Administration, U.S. Department of Energy, and U.S. Department of Education Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions Assistance Listing Number: 43.008, 47.049, 47.067, 47.076, 81.123, 84.245 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place demonstrate that the time between the transfer of funds from the federal entity to the non-federal entity and disbursement by the non-federal entity has been adequately minimized. This includes ensuring reimbursement and drawdown requests are adequately supported by underlying source documentation. Condition: We found the following during our evaluation of cash drawdowns: Research and Development Cluster – • Eight drawdowns did not have adequate source documentation to support the amount of funds drawn down. Tribally Controlled Postsecondary Career and Technical Institutions – • Nine drawdowns did not have adequate source documentation to support the amount of funds drawn down. Questioned Costs: None. Context: Eight of ten drawdowns tested for the Research and Development and nine out of nine drawdowns tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. Cause and Effect: Internal controls were not designed and implemented to ensure appropriate cash management requirements are met. NTU did not comply with the cash management requirements of the Research and Development Cluster and Tribally Controlled Postsecondary Career and Technical Institutions program. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure compliance with federal cash management requirements and NTU’s policies and procedures. Management’s Response: NTU will enforce policies and procedures for cash drawdowns to ensure all drawdowns are properly supported. Additionally, an electronic filing system will be developed to maintain all drawdowns and the related backup documentation, enhancing the processing and record-keeping of drawdown documents. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-007 –Eligibility Federal Program Information: Funding Agency: U.S. Department of Education Title: Student Financial Aid Cluster Assistance Listing Number: 84.007, 84.033, 84.063 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place to determine if students at NTU are eligible to receive PELL and FSEOG. A student must (1) Qualify as an eligible student under 34 CFR Part 668, Subpart C, (2) Is enrolled in an eligible undergraduate program and (3) Has financial need. Condition: During our testing of 40 students, we noted the following: • One student was awarded and disbursed more PELL funding than what a student with their parental contribution should have been. • Eight students did not have adequate supporting documentation to support the students were eligible for PELL and/or FSEOG. Questioned Costs: None. Context: Nine out of forty students selected for eligibility testing during fiscal year 2023. Cause and Effect: Internal controls were not implemented to ensure PELL funding provided to students was accurate and documentation was available to support student eligibility under the Student Financial Aid Cluster. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure PELL awards to students are accurately calculated and documentation is maintained to support student eligibility determinations made by NTU for financial assistance. Management’s Response: NTU will improve processes to ensure proper maintenance of source documentation supporting student eligibility determinations. Additionally, staff will receive comprehensive training sessions on eligibility determination and documentation requirements. Responsible Party: Gary Segaye, Financial Aid Director and Dr. Delores Becenti, Director of Enrollment Anticipated Completion: July 2024
2023-008 – Special Tests and Provisions (Return of Title IV Funds) Federal Program Information: Funding Agency: U.S. Department of Education Title: Student Financial Aid Cluster Assistance Listing Number: 84.007, 84.033, 84.063 Award Period: June 1, 2022 – May 31, 2023 Criteria: When a recipient of Title IV grant or loan assistance withdraws from an institution during a payment period or period of enrollment in which the recipient began attendance, the institution must determine the amount of Title IV aid earned by the student as of the withdrawal date. If the total amount of Title IV assistance earned by the student is less than the amount that was disbursed to the student or on his or her behalf as of the date of the institution’s determination that the student withdrew, the difference must be returned to the Title IV programs no later than 45 days after the date of determination of a student’s withdrawal. Condition: During our evaluation of Return of Title IV funds, we noted the following: • NTU did not return funds to Title IV programs within the required 45-day timeframe. In April 2024, $27,108 was remitted back to the U.S. Department of Education related to Title IV programs for fiscal year 2023, which was well beyond the 45-day timeframe. • Ten students tested did not have documentation to support that an R2T4 calculation was performed. Questioned Costs: None. Context: Ten out of ten students tested that received Title IV student financial aid and did not earn any credits in one of the semesters in fiscal year 2023. Cause and Effect: NTU did not have effective internal controls to ensure return to Title IV funds were performed timely and in accordance with federal requirements. Additionally, source documentation was not maintained to support R2T4 calculations performed. Auditor’s Recommendation: Establish formal procedures to ensure compliance with federal student aid requirements. These policies and procedures should address students that withdrawal from classes without notifying NTU. Consider performing student file audits to ensure Return of Title IV calculations are performed. Lastly, consider increasing coordination efforts between the finance department and the student financial aid department to ensure amounts due back to Title IV programs are determined and remitted timely. Management’s Response: NTU will establish formal policies and procedures for the Return of Title IV Funds, ensuring alignment with U.S. Department of Education requirements. These procedures will cover student withdrawals and the necessary data entry and monitoring within the student information system. The Accounting Manager in the Student Accounts section of NTU’s Business Office will review all student enrollment transactions to ensure compliance with Return to Title IV requirements. Responsible Party: Gary Segaye, Financial Aid Director, Delores Becenti, Enrollment Director, and Geraldine Gamble, Accounting Manager Anticipated Completion: July 2024
2023-009 – Special Tests and Provisions (Enrollment Reporting) Federal Program Information: Funding Agency: U.S. Department of Education Title: Student Financial Aid Cluster Assistance Listing Number: 84.007, 84.033, 84.063 Award Period: June 1, 2022 – May 31, 2023 Criteria: Institutions are required to report enrollment information under the Pell grant via the National Student Loan Data System (NSLDS). Institutions must review, update, and verify student enrollment statuses, program information, and effective dates that appear on the Enrollment Reporting Roster file or on the Enrollment Maintenance page of the NSLDS Professional Access (NSLDSFAP) website. Condition: During our evaluation of NSLDS enrollment reporting, we noted the following: • Ten students did not have adequate supporting documentation to support their records were updated in the NSLDS database. Questioned Costs: None. Context: Ten out of ten students that had an enrollment status change in fiscal year 2023. Cause and Effect: Internal controls have not been designed and implemented to ensure compliance with enrollment reporting requirements of the Student Financial Aid Cluster. 34 CFR 690.83(c) states, “In accordance with 34 CFR 668.84, the Secretary may impose a fine on the institution if the institution fails to comply with the (reporting) requirements specified”. There is a risk that NTU could face a potential fine if the required information is not being reported. Auditors’ Recommendation: Develop and implement internal controls to ensure the enrollment reporting requirements of the Student Financial Aid Cluster are met. Management’s Response: NTU will develop formal policies and procedures regarding enrollment reporting. This will include identifying the necessary enrollment data to update the National Student Loan Database System (NSLDS) on a timely basis in accordance with the Student Financial Aid Cluster requirements. NTU will be hiring an additional Financial Aid Technician and a Financial Aid Counselor to assist in addressing this finding. Responsible Party: Delores Becenti, Enrollment Director Anticipated Completion: July 2024
2023-010 – Special Tests and Provisions (Gramm-Leach-Bliley Act – Student Information Security) Federal Program Information: Funding Agency: U.S. Department of Education Title: Student Financial Aid Cluster Assistance Listing Number: 84.007, 84.033, 84.063 Award Period: June 1, 2022 – May 31, 2023 Criteria: Title IV-eligible institutions are subject to the Gramm-Leach-Bliley Act (the “Act”). The Act requires institutions to perform the following: • Develop, implement, and maintain a written information security program. • Designate the employee(s) responsible for coordinating the information security program. • Identify and assess risks to customer information. • Design and implement an information safeguards program Condition: We found that NTU has developed an information security plan, however this plan has not been formally adopted and implemented by NTU. Questioned Costs: None. Context: Evaluation of NTU’s information security protocols as it relates to the Gramm-Leach-Bliley Act requirements of the Student Financial Aid Cluster. Cause and Effect: NTU has not formally adopted and implemented an information security plan that addresses the requirements of the Gramm-Leach-Bliley Act. NTU did not comply with OMB Uniform Guidance related to special tests and provisions for the Student Financial Aid Cluster. Auditor’s Recommendation: Formally adopt and implement an information security plan that adequately address the requirements of the Student Financial Assistance Cluster. Management’s Response: NTU has developed an information security plan, the plan will be presented to NTU Board of Regents for ratification and adoption Responsible Party: Jared Ribble, Information Technology Director Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-007 –Eligibility Federal Program Information: Funding Agency: U.S. Department of Education Title: Student Financial Aid Cluster Assistance Listing Number: 84.007, 84.033, 84.063 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place to determine if students at NTU are eligible to receive PELL and FSEOG. A student must (1) Qualify as an eligible student under 34 CFR Part 668, Subpart C, (2) Is enrolled in an eligible undergraduate program and (3) Has financial need. Condition: During our testing of 40 students, we noted the following: • One student was awarded and disbursed more PELL funding than what a student with their parental contribution should have been. • Eight students did not have adequate supporting documentation to support the students were eligible for PELL and/or FSEOG. Questioned Costs: None. Context: Nine out of forty students selected for eligibility testing during fiscal year 2023. Cause and Effect: Internal controls were not implemented to ensure PELL funding provided to students was accurate and documentation was available to support student eligibility under the Student Financial Aid Cluster. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure PELL awards to students are accurately calculated and documentation is maintained to support student eligibility determinations made by NTU for financial assistance. Management’s Response: NTU will improve processes to ensure proper maintenance of source documentation supporting student eligibility determinations. Additionally, staff will receive comprehensive training sessions on eligibility determination and documentation requirements. Responsible Party: Gary Segaye, Financial Aid Director and Dr. Delores Becenti, Director of Enrollment Anticipated Completion: July 2024
2023-008 – Special Tests and Provisions (Return of Title IV Funds) Federal Program Information: Funding Agency: U.S. Department of Education Title: Student Financial Aid Cluster Assistance Listing Number: 84.007, 84.033, 84.063 Award Period: June 1, 2022 – May 31, 2023 Criteria: When a recipient of Title IV grant or loan assistance withdraws from an institution during a payment period or period of enrollment in which the recipient began attendance, the institution must determine the amount of Title IV aid earned by the student as of the withdrawal date. If the total amount of Title IV assistance earned by the student is less than the amount that was disbursed to the student or on his or her behalf as of the date of the institution’s determination that the student withdrew, the difference must be returned to the Title IV programs no later than 45 days after the date of determination of a student’s withdrawal. Condition: During our evaluation of Return of Title IV funds, we noted the following: • NTU did not return funds to Title IV programs within the required 45-day timeframe. In April 2024, $27,108 was remitted back to the U.S. Department of Education related to Title IV programs for fiscal year 2023, which was well beyond the 45-day timeframe. • Ten students tested did not have documentation to support that an R2T4 calculation was performed. Questioned Costs: None. Context: Ten out of ten students tested that received Title IV student financial aid and did not earn any credits in one of the semesters in fiscal year 2023. Cause and Effect: NTU did not have effective internal controls to ensure return to Title IV funds were performed timely and in accordance with federal requirements. Additionally, source documentation was not maintained to support R2T4 calculations performed. Auditor’s Recommendation: Establish formal procedures to ensure compliance with federal student aid requirements. These policies and procedures should address students that withdrawal from classes without notifying NTU. Consider performing student file audits to ensure Return of Title IV calculations are performed. Lastly, consider increasing coordination efforts between the finance department and the student financial aid department to ensure amounts due back to Title IV programs are determined and remitted timely. Management’s Response: NTU will establish formal policies and procedures for the Return of Title IV Funds, ensuring alignment with U.S. Department of Education requirements. These procedures will cover student withdrawals and the necessary data entry and monitoring within the student information system. The Accounting Manager in the Student Accounts section of NTU’s Business Office will review all student enrollment transactions to ensure compliance with Return to Title IV requirements. Responsible Party: Gary Segaye, Financial Aid Director, Delores Becenti, Enrollment Director, and Geraldine Gamble, Accounting Manager Anticipated Completion: July 2024
2023-009 – Special Tests and Provisions (Enrollment Reporting) Federal Program Information: Funding Agency: U.S. Department of Education Title: Student Financial Aid Cluster Assistance Listing Number: 84.007, 84.033, 84.063 Award Period: June 1, 2022 – May 31, 2023 Criteria: Institutions are required to report enrollment information under the Pell grant via the National Student Loan Data System (NSLDS). Institutions must review, update, and verify student enrollment statuses, program information, and effective dates that appear on the Enrollment Reporting Roster file or on the Enrollment Maintenance page of the NSLDS Professional Access (NSLDSFAP) website. Condition: During our evaluation of NSLDS enrollment reporting, we noted the following: • Ten students did not have adequate supporting documentation to support their records were updated in the NSLDS database. Questioned Costs: None. Context: Ten out of ten students that had an enrollment status change in fiscal year 2023. Cause and Effect: Internal controls have not been designed and implemented to ensure compliance with enrollment reporting requirements of the Student Financial Aid Cluster. 34 CFR 690.83(c) states, “In accordance with 34 CFR 668.84, the Secretary may impose a fine on the institution if the institution fails to comply with the (reporting) requirements specified”. There is a risk that NTU could face a potential fine if the required information is not being reported. Auditors’ Recommendation: Develop and implement internal controls to ensure the enrollment reporting requirements of the Student Financial Aid Cluster are met. Management’s Response: NTU will develop formal policies and procedures regarding enrollment reporting. This will include identifying the necessary enrollment data to update the National Student Loan Database System (NSLDS) on a timely basis in accordance with the Student Financial Aid Cluster requirements. NTU will be hiring an additional Financial Aid Technician and a Financial Aid Counselor to assist in addressing this finding. Responsible Party: Delores Becenti, Enrollment Director Anticipated Completion: July 2024
2023-010 – Special Tests and Provisions (Gramm-Leach-Bliley Act – Student Information Security) Federal Program Information: Funding Agency: U.S. Department of Education Title: Student Financial Aid Cluster Assistance Listing Number: 84.007, 84.033, 84.063 Award Period: June 1, 2022 – May 31, 2023 Criteria: Title IV-eligible institutions are subject to the Gramm-Leach-Bliley Act (the “Act”). The Act requires institutions to perform the following: • Develop, implement, and maintain a written information security program. • Designate the employee(s) responsible for coordinating the information security program. • Identify and assess risks to customer information. • Design and implement an information safeguards program Condition: We found that NTU has developed an information security plan, however this plan has not been formally adopted and implemented by NTU. Questioned Costs: None. Context: Evaluation of NTU’s information security protocols as it relates to the Gramm-Leach-Bliley Act requirements of the Student Financial Aid Cluster. Cause and Effect: NTU has not formally adopted and implemented an information security plan that addresses the requirements of the Gramm-Leach-Bliley Act. NTU did not comply with OMB Uniform Guidance related to special tests and provisions for the Student Financial Aid Cluster. Auditor’s Recommendation: Formally adopt and implement an information security plan that adequately address the requirements of the Student Financial Assistance Cluster. Management’s Response: NTU has developed an information security plan, the plan will be presented to NTU Board of Regents for ratification and adoption Responsible Party: Jared Ribble, Information Technology Director Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-007 –Eligibility Federal Program Information: Funding Agency: U.S. Department of Education Title: Student Financial Aid Cluster Assistance Listing Number: 84.007, 84.033, 84.063 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place to determine if students at NTU are eligible to receive PELL and FSEOG. A student must (1) Qualify as an eligible student under 34 CFR Part 668, Subpart C, (2) Is enrolled in an eligible undergraduate program and (3) Has financial need. Condition: During our testing of 40 students, we noted the following: • One student was awarded and disbursed more PELL funding than what a student with their parental contribution should have been. • Eight students did not have adequate supporting documentation to support the students were eligible for PELL and/or FSEOG. Questioned Costs: None. Context: Nine out of forty students selected for eligibility testing during fiscal year 2023. Cause and Effect: Internal controls were not implemented to ensure PELL funding provided to students was accurate and documentation was available to support student eligibility under the Student Financial Aid Cluster. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure PELL awards to students are accurately calculated and documentation is maintained to support student eligibility determinations made by NTU for financial assistance. Management’s Response: NTU will improve processes to ensure proper maintenance of source documentation supporting student eligibility determinations. Additionally, staff will receive comprehensive training sessions on eligibility determination and documentation requirements. Responsible Party: Gary Segaye, Financial Aid Director and Dr. Delores Becenti, Director of Enrollment Anticipated Completion: July 2024
2023-008 – Special Tests and Provisions (Return of Title IV Funds) Federal Program Information: Funding Agency: U.S. Department of Education Title: Student Financial Aid Cluster Assistance Listing Number: 84.007, 84.033, 84.063 Award Period: June 1, 2022 – May 31, 2023 Criteria: When a recipient of Title IV grant or loan assistance withdraws from an institution during a payment period or period of enrollment in which the recipient began attendance, the institution must determine the amount of Title IV aid earned by the student as of the withdrawal date. If the total amount of Title IV assistance earned by the student is less than the amount that was disbursed to the student or on his or her behalf as of the date of the institution’s determination that the student withdrew, the difference must be returned to the Title IV programs no later than 45 days after the date of determination of a student’s withdrawal. Condition: During our evaluation of Return of Title IV funds, we noted the following: • NTU did not return funds to Title IV programs within the required 45-day timeframe. In April 2024, $27,108 was remitted back to the U.S. Department of Education related to Title IV programs for fiscal year 2023, which was well beyond the 45-day timeframe. • Ten students tested did not have documentation to support that an R2T4 calculation was performed. Questioned Costs: None. Context: Ten out of ten students tested that received Title IV student financial aid and did not earn any credits in one of the semesters in fiscal year 2023. Cause and Effect: NTU did not have effective internal controls to ensure return to Title IV funds were performed timely and in accordance with federal requirements. Additionally, source documentation was not maintained to support R2T4 calculations performed. Auditor’s Recommendation: Establish formal procedures to ensure compliance with federal student aid requirements. These policies and procedures should address students that withdrawal from classes without notifying NTU. Consider performing student file audits to ensure Return of Title IV calculations are performed. Lastly, consider increasing coordination efforts between the finance department and the student financial aid department to ensure amounts due back to Title IV programs are determined and remitted timely. Management’s Response: NTU will establish formal policies and procedures for the Return of Title IV Funds, ensuring alignment with U.S. Department of Education requirements. These procedures will cover student withdrawals and the necessary data entry and monitoring within the student information system. The Accounting Manager in the Student Accounts section of NTU’s Business Office will review all student enrollment transactions to ensure compliance with Return to Title IV requirements. Responsible Party: Gary Segaye, Financial Aid Director, Delores Becenti, Enrollment Director, and Geraldine Gamble, Accounting Manager Anticipated Completion: July 2024
2023-009 – Special Tests and Provisions (Enrollment Reporting) Federal Program Information: Funding Agency: U.S. Department of Education Title: Student Financial Aid Cluster Assistance Listing Number: 84.007, 84.033, 84.063 Award Period: June 1, 2022 – May 31, 2023 Criteria: Institutions are required to report enrollment information under the Pell grant via the National Student Loan Data System (NSLDS). Institutions must review, update, and verify student enrollment statuses, program information, and effective dates that appear on the Enrollment Reporting Roster file or on the Enrollment Maintenance page of the NSLDS Professional Access (NSLDSFAP) website. Condition: During our evaluation of NSLDS enrollment reporting, we noted the following: • Ten students did not have adequate supporting documentation to support their records were updated in the NSLDS database. Questioned Costs: None. Context: Ten out of ten students that had an enrollment status change in fiscal year 2023. Cause and Effect: Internal controls have not been designed and implemented to ensure compliance with enrollment reporting requirements of the Student Financial Aid Cluster. 34 CFR 690.83(c) states, “In accordance with 34 CFR 668.84, the Secretary may impose a fine on the institution if the institution fails to comply with the (reporting) requirements specified”. There is a risk that NTU could face a potential fine if the required information is not being reported. Auditors’ Recommendation: Develop and implement internal controls to ensure the enrollment reporting requirements of the Student Financial Aid Cluster are met. Management’s Response: NTU will develop formal policies and procedures regarding enrollment reporting. This will include identifying the necessary enrollment data to update the National Student Loan Database System (NSLDS) on a timely basis in accordance with the Student Financial Aid Cluster requirements. NTU will be hiring an additional Financial Aid Technician and a Financial Aid Counselor to assist in addressing this finding. Responsible Party: Delores Becenti, Enrollment Director Anticipated Completion: July 2024
2023-010 – Special Tests and Provisions (Gramm-Leach-Bliley Act – Student Information Security) Federal Program Information: Funding Agency: U.S. Department of Education Title: Student Financial Aid Cluster Assistance Listing Number: 84.007, 84.033, 84.063 Award Period: June 1, 2022 – May 31, 2023 Criteria: Title IV-eligible institutions are subject to the Gramm-Leach-Bliley Act (the “Act”). The Act requires institutions to perform the following: • Develop, implement, and maintain a written information security program. • Designate the employee(s) responsible for coordinating the information security program. • Identify and assess risks to customer information. • Design and implement an information safeguards program Condition: We found that NTU has developed an information security plan, however this plan has not been formally adopted and implemented by NTU. Questioned Costs: None. Context: Evaluation of NTU’s information security protocols as it relates to the Gramm-Leach-Bliley Act requirements of the Student Financial Aid Cluster. Cause and Effect: NTU has not formally adopted and implemented an information security plan that addresses the requirements of the Gramm-Leach-Bliley Act. NTU did not comply with OMB Uniform Guidance related to special tests and provisions for the Student Financial Aid Cluster. Auditor’s Recommendation: Formally adopt and implement an information security plan that adequately address the requirements of the Student Financial Assistance Cluster. Management’s Response: NTU has developed an information security plan, the plan will be presented to NTU Board of Regents for ratification and adoption Responsible Party: Jared Ribble, Information Technology Director Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-011 – Activities Allowed/Unallowed and Allowable Costs/Cost Principles Federal Program Information: Funding Agency: National Aeronautics and Space Administration, U.S. Department of Education, and U.S. Department of Interior Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions, Indian Post Secondary Schools Assistance Listing Number: 43.008, 84.245, 15.058 Award Period: June 1, 2022 – May 31, 2023 Criteria: To be allowable under Federal awards, costs must be necessary and reasonable for the performance and administration of the federal award. Costs must meet the following criteria: 1) necessary and reasonable; 2) consistent with policies and procedures; 3) accorded consistent treatment; and 4) are adequately documented. Condition: We found the following in our review of federal expenditures: Research and Development Cluster – • One payroll transaction totaling $1,875 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Tribally Controlled Postsecondary Career and Technical Institutions – • Two transactions totaling $3,475 did not have accurate source documentation to support the group insurance expenditures charged to the program. • Two payroll transactions totaling $8,957 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Indian Post Secondary Schools • One transaction totaling $212 did not have accurate source documentation to support the travel expenditures charged to the program. Questioned Costs: None exceeding $25,000. Context: One of twenty-five payroll transactions tested for the Research and Development Cluster. Four of fifty payroll and non-payroll transactions tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. One of twenty-five non-payroll transactions tested for the Indian Post Secondary Schools. Cause and Effect: NTU did not have effective internal controls to ensure federal expenditures are accurately charged in accordance with federal activities allowed/unallowed and allowable costs/cost principles requirements. As a result, NTU was not in compliance with these federal requirements for the Research and Development Cluster, Tribally Controlled Post Secondary Career and Technical Institutions and Indian Post Secondary programs. Auditor’s Recommendation: Improve internal controls to ensure expenditures are allowable under federal program requirements. This includes maintaining source documentation to support the allocation of payroll costs. Management’s Response: NTU will implement a monthly review process for all grant expenditures to ensure that amounts charged to federal awards are accurately posted and reflected in the accounting system. The Accounting Manager and Senior Accountant will review all journal entries for accuracy. Payroll allocations provided by the Human Resources office will also be included in the monthly review to verify the accuracy of payroll expenditures. Additionally, Principal Investigators and program managers will be given read-only access to the accounting system to review expenditure postings for accuracy. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-012 – Cash Management Federal Program Information: Funding Agency: National Science Foundation, National Aeronautics and Space Administration, U.S. Department of Energy, and U.S. Department of Education Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions Assistance Listing Number: 43.008, 47.049, 47.067, 47.076, 81.123, 84.245 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place demonstrate that the time between the transfer of funds from the federal entity to the non-federal entity and disbursement by the non-federal entity has been adequately minimized. This includes ensuring reimbursement and drawdown requests are adequately supported by underlying source documentation. Condition: We found the following during our evaluation of cash drawdowns: Research and Development Cluster – • Eight drawdowns did not have adequate source documentation to support the amount of funds drawn down. Tribally Controlled Postsecondary Career and Technical Institutions – • Nine drawdowns did not have adequate source documentation to support the amount of funds drawn down. Questioned Costs: None. Context: Eight of ten drawdowns tested for the Research and Development and nine out of nine drawdowns tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. Cause and Effect: Internal controls were not designed and implemented to ensure appropriate cash management requirements are met. NTU did not comply with the cash management requirements of the Research and Development Cluster and Tribally Controlled Postsecondary Career and Technical Institutions program. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure compliance with federal cash management requirements and NTU’s policies and procedures. Management’s Response: NTU will enforce policies and procedures for cash drawdowns to ensure all drawdowns are properly supported. Additionally, an electronic filing system will be developed to maintain all drawdowns and the related backup documentation, enhancing the processing and record-keeping of drawdown documents. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-013 – Reporting Federal Program Information: Funding Agency: U.S. Department of Education Title: Tribally Controlled Postsecondary Career and Technical Institutions, Higher Education Emergency Relief Fund (HEERF), Indian Post Secondary Schools Assistance Listing Number: 84.245 and 84.425 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place to ensure performance and financial reporting requirements for federal award programs are met Condition: During our assessment of reporting requirements, we found the following: Tribally Controlled Postsecondary Career and Technical Institutions – • The annual performance report for the Tribally Controlled Postsecondary Career and Technical Institutions was not available for review at the time of fieldwork. Higher Education Emergency Relief Fund (HERF) – • The annual performance for HEERF was not available for review at the time of fieldwork. Indian Post Secondary Schools – • Two of two quarterly SF-425 were not available for our review at the time of fieldwork. Questioned Costs: None Context: One of one annual performance report required for the Tribally Controlled Postsecondary Career and Technical Institutions, one of one annual performance reports required by the HEERF program, two of four quarterly SF-425 reports required by the Indian Post Secondary Schools. Cause and Effect: Internal controls were not designed and implemented to ensure reporting requirements were met. NTU did not comply with OMB Uniform Guidance related to reporting for these programs. Auditors’ Recommendation: Establish formal reporting procedures to ensure compliance with federal reporting requirements. Management’s Response: Formal policies and procedures for grants reporting will be developed by NTU. NTU is developing a master file that will have a detailed schedules by funding source which will identify the reporting requirements and deadlines for submission. Communication of reporting due dates to appropriate NTU financial and programmatic personnel will be improved. This will help ensure all financial and administrative reports are submitted in a timely manner. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-013 – Reporting Federal Program Information: Funding Agency: U.S. Department of Education Title: Tribally Controlled Postsecondary Career and Technical Institutions, Higher Education Emergency Relief Fund (HEERF), Indian Post Secondary Schools Assistance Listing Number: 84.245 and 84.425 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place to ensure performance and financial reporting requirements for federal award programs are met Condition: During our assessment of reporting requirements, we found the following: Tribally Controlled Postsecondary Career and Technical Institutions – • The annual performance report for the Tribally Controlled Postsecondary Career and Technical Institutions was not available for review at the time of fieldwork. Higher Education Emergency Relief Fund (HERF) – • The annual performance for HEERF was not available for review at the time of fieldwork. Indian Post Secondary Schools – • Two of two quarterly SF-425 were not available for our review at the time of fieldwork. Questioned Costs: None Context: One of one annual performance report required for the Tribally Controlled Postsecondary Career and Technical Institutions, one of one annual performance reports required by the HEERF program, two of four quarterly SF-425 reports required by the Indian Post Secondary Schools. Cause and Effect: Internal controls were not designed and implemented to ensure reporting requirements were met. NTU did not comply with OMB Uniform Guidance related to reporting for these programs. Auditors’ Recommendation: Establish formal reporting procedures to ensure compliance with federal reporting requirements. Management’s Response: Formal policies and procedures for grants reporting will be developed by NTU. NTU is developing a master file that will have a detailed schedules by funding source which will identify the reporting requirements and deadlines for submission. Communication of reporting due dates to appropriate NTU financial and programmatic personnel will be improved. This will help ensure all financial and administrative reports are submitted in a timely manner. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-013 – Reporting Federal Program Information: Funding Agency: U.S. Department of Education Title: Tribally Controlled Postsecondary Career and Technical Institutions, Higher Education Emergency Relief Fund (HEERF), Indian Post Secondary Schools Assistance Listing Number: 84.245 and 84.425 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place to ensure performance and financial reporting requirements for federal award programs are met Condition: During our assessment of reporting requirements, we found the following: Tribally Controlled Postsecondary Career and Technical Institutions – • The annual performance report for the Tribally Controlled Postsecondary Career and Technical Institutions was not available for review at the time of fieldwork. Higher Education Emergency Relief Fund (HERF) – • The annual performance for HEERF was not available for review at the time of fieldwork. Indian Post Secondary Schools – • Two of two quarterly SF-425 were not available for our review at the time of fieldwork. Questioned Costs: None Context: One of one annual performance report required for the Tribally Controlled Postsecondary Career and Technical Institutions, one of one annual performance reports required by the HEERF program, two of four quarterly SF-425 reports required by the Indian Post Secondary Schools. Cause and Effect: Internal controls were not designed and implemented to ensure reporting requirements were met. NTU did not comply with OMB Uniform Guidance related to reporting for these programs. Auditors’ Recommendation: Establish formal reporting procedures to ensure compliance with federal reporting requirements. Management’s Response: Formal policies and procedures for grants reporting will be developed by NTU. NTU is developing a master file that will have a detailed schedules by funding source which will identify the reporting requirements and deadlines for submission. Communication of reporting due dates to appropriate NTU financial and programmatic personnel will be improved. This will help ensure all financial and administrative reports are submitted in a timely manner. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-013 – Reporting Federal Program Information: Funding Agency: U.S. Department of Education Title: Tribally Controlled Postsecondary Career and Technical Institutions, Higher Education Emergency Relief Fund (HEERF), Indian Post Secondary Schools Assistance Listing Number: 84.245 and 84.425 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place to ensure performance and financial reporting requirements for federal award programs are met Condition: During our assessment of reporting requirements, we found the following: Tribally Controlled Postsecondary Career and Technical Institutions – • The annual performance report for the Tribally Controlled Postsecondary Career and Technical Institutions was not available for review at the time of fieldwork. Higher Education Emergency Relief Fund (HERF) – • The annual performance for HEERF was not available for review at the time of fieldwork. Indian Post Secondary Schools – • Two of two quarterly SF-425 were not available for our review at the time of fieldwork. Questioned Costs: None Context: One of one annual performance report required for the Tribally Controlled Postsecondary Career and Technical Institutions, one of one annual performance reports required by the HEERF program, two of four quarterly SF-425 reports required by the Indian Post Secondary Schools. Cause and Effect: Internal controls were not designed and implemented to ensure reporting requirements were met. NTU did not comply with OMB Uniform Guidance related to reporting for these programs. Auditors’ Recommendation: Establish formal reporting procedures to ensure compliance with federal reporting requirements. Management’s Response: Formal policies and procedures for grants reporting will be developed by NTU. NTU is developing a master file that will have a detailed schedules by funding source which will identify the reporting requirements and deadlines for submission. Communication of reporting due dates to appropriate NTU financial and programmatic personnel will be improved. This will help ensure all financial and administrative reports are submitted in a timely manner. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-011 – Activities Allowed/Unallowed and Allowable Costs/Cost Principles Federal Program Information: Funding Agency: National Aeronautics and Space Administration, U.S. Department of Education, and U.S. Department of Interior Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions, Indian Post Secondary Schools Assistance Listing Number: 43.008, 84.245, 15.058 Award Period: June 1, 2022 – May 31, 2023 Criteria: To be allowable under Federal awards, costs must be necessary and reasonable for the performance and administration of the federal award. Costs must meet the following criteria: 1) necessary and reasonable; 2) consistent with policies and procedures; 3) accorded consistent treatment; and 4) are adequately documented. Condition: We found the following in our review of federal expenditures: Research and Development Cluster – • One payroll transaction totaling $1,875 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Tribally Controlled Postsecondary Career and Technical Institutions – • Two transactions totaling $3,475 did not have accurate source documentation to support the group insurance expenditures charged to the program. • Two payroll transactions totaling $8,957 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Indian Post Secondary Schools • One transaction totaling $212 did not have accurate source documentation to support the travel expenditures charged to the program. Questioned Costs: None exceeding $25,000. Context: One of twenty-five payroll transactions tested for the Research and Development Cluster. Four of fifty payroll and non-payroll transactions tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. One of twenty-five non-payroll transactions tested for the Indian Post Secondary Schools. Cause and Effect: NTU did not have effective internal controls to ensure federal expenditures are accurately charged in accordance with federal activities allowed/unallowed and allowable costs/cost principles requirements. As a result, NTU was not in compliance with these federal requirements for the Research and Development Cluster, Tribally Controlled Post Secondary Career and Technical Institutions and Indian Post Secondary programs. Auditor’s Recommendation: Improve internal controls to ensure expenditures are allowable under federal program requirements. This includes maintaining source documentation to support the allocation of payroll costs. Management’s Response: NTU will implement a monthly review process for all grant expenditures to ensure that amounts charged to federal awards are accurately posted and reflected in the accounting system. The Accounting Manager and Senior Accountant will review all journal entries for accuracy. Payroll allocations provided by the Human Resources office will also be included in the monthly review to verify the accuracy of payroll expenditures. Additionally, Principal Investigators and program managers will be given read-only access to the accounting system to review expenditure postings for accuracy. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-011 – Activities Allowed/Unallowed and Allowable Costs/Cost Principles Federal Program Information: Funding Agency: National Aeronautics and Space Administration, U.S. Department of Education, and U.S. Department of Interior Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions, Indian Post Secondary Schools Assistance Listing Number: 43.008, 84.245, 15.058 Award Period: June 1, 2022 – May 31, 2023 Criteria: To be allowable under Federal awards, costs must be necessary and reasonable for the performance and administration of the federal award. Costs must meet the following criteria: 1) necessary and reasonable; 2) consistent with policies and procedures; 3) accorded consistent treatment; and 4) are adequately documented. Condition: We found the following in our review of federal expenditures: Research and Development Cluster – • One payroll transaction totaling $1,875 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Tribally Controlled Postsecondary Career and Technical Institutions – • Two transactions totaling $3,475 did not have accurate source documentation to support the group insurance expenditures charged to the program. • Two payroll transactions totaling $8,957 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Indian Post Secondary Schools • One transaction totaling $212 did not have accurate source documentation to support the travel expenditures charged to the program. Questioned Costs: None exceeding $25,000. Context: One of twenty-five payroll transactions tested for the Research and Development Cluster. Four of fifty payroll and non-payroll transactions tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. One of twenty-five non-payroll transactions tested for the Indian Post Secondary Schools. Cause and Effect: NTU did not have effective internal controls to ensure federal expenditures are accurately charged in accordance with federal activities allowed/unallowed and allowable costs/cost principles requirements. As a result, NTU was not in compliance with these federal requirements for the Research and Development Cluster, Tribally Controlled Post Secondary Career and Technical Institutions and Indian Post Secondary programs. Auditor’s Recommendation: Improve internal controls to ensure expenditures are allowable under federal program requirements. This includes maintaining source documentation to support the allocation of payroll costs. Management’s Response: NTU will implement a monthly review process for all grant expenditures to ensure that amounts charged to federal awards are accurately posted and reflected in the accounting system. The Accounting Manager and Senior Accountant will review all journal entries for accuracy. Payroll allocations provided by the Human Resources office will also be included in the monthly review to verify the accuracy of payroll expenditures. Additionally, Principal Investigators and program managers will be given read-only access to the accounting system to review expenditure postings for accuracy. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-011 – Activities Allowed/Unallowed and Allowable Costs/Cost Principles Federal Program Information: Funding Agency: National Aeronautics and Space Administration, U.S. Department of Education, and U.S. Department of Interior Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions, Indian Post Secondary Schools Assistance Listing Number: 43.008, 84.245, 15.058 Award Period: June 1, 2022 – May 31, 2023 Criteria: To be allowable under Federal awards, costs must be necessary and reasonable for the performance and administration of the federal award. Costs must meet the following criteria: 1) necessary and reasonable; 2) consistent with policies and procedures; 3) accorded consistent treatment; and 4) are adequately documented. Condition: We found the following in our review of federal expenditures: Research and Development Cluster – • One payroll transaction totaling $1,875 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Tribally Controlled Postsecondary Career and Technical Institutions – • Two transactions totaling $3,475 did not have accurate source documentation to support the group insurance expenditures charged to the program. • Two payroll transactions totaling $8,957 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Indian Post Secondary Schools • One transaction totaling $212 did not have accurate source documentation to support the travel expenditures charged to the program. Questioned Costs: None exceeding $25,000. Context: One of twenty-five payroll transactions tested for the Research and Development Cluster. Four of fifty payroll and non-payroll transactions tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. One of twenty-five non-payroll transactions tested for the Indian Post Secondary Schools. Cause and Effect: NTU did not have effective internal controls to ensure federal expenditures are accurately charged in accordance with federal activities allowed/unallowed and allowable costs/cost principles requirements. As a result, NTU was not in compliance with these federal requirements for the Research and Development Cluster, Tribally Controlled Post Secondary Career and Technical Institutions and Indian Post Secondary programs. Auditor’s Recommendation: Improve internal controls to ensure expenditures are allowable under federal program requirements. This includes maintaining source documentation to support the allocation of payroll costs. Management’s Response: NTU will implement a monthly review process for all grant expenditures to ensure that amounts charged to federal awards are accurately posted and reflected in the accounting system. The Accounting Manager and Senior Accountant will review all journal entries for accuracy. Payroll allocations provided by the Human Resources office will also be included in the monthly review to verify the accuracy of payroll expenditures. Additionally, Principal Investigators and program managers will be given read-only access to the accounting system to review expenditure postings for accuracy. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-011 – Activities Allowed/Unallowed and Allowable Costs/Cost Principles Federal Program Information: Funding Agency: National Aeronautics and Space Administration, U.S. Department of Education, and U.S. Department of Interior Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions, Indian Post Secondary Schools Assistance Listing Number: 43.008, 84.245, 15.058 Award Period: June 1, 2022 – May 31, 2023 Criteria: To be allowable under Federal awards, costs must be necessary and reasonable for the performance and administration of the federal award. Costs must meet the following criteria: 1) necessary and reasonable; 2) consistent with policies and procedures; 3) accorded consistent treatment; and 4) are adequately documented. Condition: We found the following in our review of federal expenditures: Research and Development Cluster – • One payroll transaction totaling $1,875 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Tribally Controlled Postsecondary Career and Technical Institutions – • Two transactions totaling $3,475 did not have accurate source documentation to support the group insurance expenditures charged to the program. • Two payroll transactions totaling $8,957 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Indian Post Secondary Schools • One transaction totaling $212 did not have accurate source documentation to support the travel expenditures charged to the program. Questioned Costs: None exceeding $25,000. Context: One of twenty-five payroll transactions tested for the Research and Development Cluster. Four of fifty payroll and non-payroll transactions tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. One of twenty-five non-payroll transactions tested for the Indian Post Secondary Schools. Cause and Effect: NTU did not have effective internal controls to ensure federal expenditures are accurately charged in accordance with federal activities allowed/unallowed and allowable costs/cost principles requirements. As a result, NTU was not in compliance with these federal requirements for the Research and Development Cluster, Tribally Controlled Post Secondary Career and Technical Institutions and Indian Post Secondary programs. Auditor’s Recommendation: Improve internal controls to ensure expenditures are allowable under federal program requirements. This includes maintaining source documentation to support the allocation of payroll costs. Management’s Response: NTU will implement a monthly review process for all grant expenditures to ensure that amounts charged to federal awards are accurately posted and reflected in the accounting system. The Accounting Manager and Senior Accountant will review all journal entries for accuracy. Payroll allocations provided by the Human Resources office will also be included in the monthly review to verify the accuracy of payroll expenditures. Additionally, Principal Investigators and program managers will be given read-only access to the accounting system to review expenditure postings for accuracy. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-011 – Activities Allowed/Unallowed and Allowable Costs/Cost Principles Federal Program Information: Funding Agency: National Aeronautics and Space Administration, U.S. Department of Education, and U.S. Department of Interior Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions, Indian Post Secondary Schools Assistance Listing Number: 43.008, 84.245, 15.058 Award Period: June 1, 2022 – May 31, 2023 Criteria: To be allowable under Federal awards, costs must be necessary and reasonable for the performance and administration of the federal award. Costs must meet the following criteria: 1) necessary and reasonable; 2) consistent with policies and procedures; 3) accorded consistent treatment; and 4) are adequately documented. Condition: We found the following in our review of federal expenditures: Research and Development Cluster – • One payroll transaction totaling $1,875 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Tribally Controlled Postsecondary Career and Technical Institutions – • Two transactions totaling $3,475 did not have accurate source documentation to support the group insurance expenditures charged to the program. • Two payroll transactions totaling $8,957 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Indian Post Secondary Schools • One transaction totaling $212 did not have accurate source documentation to support the travel expenditures charged to the program. Questioned Costs: None exceeding $25,000. Context: One of twenty-five payroll transactions tested for the Research and Development Cluster. Four of fifty payroll and non-payroll transactions tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. One of twenty-five non-payroll transactions tested for the Indian Post Secondary Schools. Cause and Effect: NTU did not have effective internal controls to ensure federal expenditures are accurately charged in accordance with federal activities allowed/unallowed and allowable costs/cost principles requirements. As a result, NTU was not in compliance with these federal requirements for the Research and Development Cluster, Tribally Controlled Post Secondary Career and Technical Institutions and Indian Post Secondary programs. Auditor’s Recommendation: Improve internal controls to ensure expenditures are allowable under federal program requirements. This includes maintaining source documentation to support the allocation of payroll costs. Management’s Response: NTU will implement a monthly review process for all grant expenditures to ensure that amounts charged to federal awards are accurately posted and reflected in the accounting system. The Accounting Manager and Senior Accountant will review all journal entries for accuracy. Payroll allocations provided by the Human Resources office will also be included in the monthly review to verify the accuracy of payroll expenditures. Additionally, Principal Investigators and program managers will be given read-only access to the accounting system to review expenditure postings for accuracy. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-012 – Cash Management Federal Program Information: Funding Agency: National Science Foundation, National Aeronautics and Space Administration, U.S. Department of Energy, and U.S. Department of Education Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions Assistance Listing Number: 43.008, 47.049, 47.067, 47.076, 81.123, 84.245 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place demonstrate that the time between the transfer of funds from the federal entity to the non-federal entity and disbursement by the non-federal entity has been adequately minimized. This includes ensuring reimbursement and drawdown requests are adequately supported by underlying source documentation. Condition: We found the following during our evaluation of cash drawdowns: Research and Development Cluster – • Eight drawdowns did not have adequate source documentation to support the amount of funds drawn down. Tribally Controlled Postsecondary Career and Technical Institutions – • Nine drawdowns did not have adequate source documentation to support the amount of funds drawn down. Questioned Costs: None. Context: Eight of ten drawdowns tested for the Research and Development and nine out of nine drawdowns tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. Cause and Effect: Internal controls were not designed and implemented to ensure appropriate cash management requirements are met. NTU did not comply with the cash management requirements of the Research and Development Cluster and Tribally Controlled Postsecondary Career and Technical Institutions program. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure compliance with federal cash management requirements and NTU’s policies and procedures. Management’s Response: NTU will enforce policies and procedures for cash drawdowns to ensure all drawdowns are properly supported. Additionally, an electronic filing system will be developed to maintain all drawdowns and the related backup documentation, enhancing the processing and record-keeping of drawdown documents. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-011 – Activities Allowed/Unallowed and Allowable Costs/Cost Principles Federal Program Information: Funding Agency: National Aeronautics and Space Administration, U.S. Department of Education, and U.S. Department of Interior Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions, Indian Post Secondary Schools Assistance Listing Number: 43.008, 84.245, 15.058 Award Period: June 1, 2022 – May 31, 2023 Criteria: To be allowable under Federal awards, costs must be necessary and reasonable for the performance and administration of the federal award. Costs must meet the following criteria: 1) necessary and reasonable; 2) consistent with policies and procedures; 3) accorded consistent treatment; and 4) are adequately documented. Condition: We found the following in our review of federal expenditures: Research and Development Cluster – • One payroll transaction totaling $1,875 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Tribally Controlled Postsecondary Career and Technical Institutions – • Two transactions totaling $3,475 did not have accurate source documentation to support the group insurance expenditures charged to the program. • Two payroll transactions totaling $8,957 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Indian Post Secondary Schools • One transaction totaling $212 did not have accurate source documentation to support the travel expenditures charged to the program. Questioned Costs: None exceeding $25,000. Context: One of twenty-five payroll transactions tested for the Research and Development Cluster. Four of fifty payroll and non-payroll transactions tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. One of twenty-five non-payroll transactions tested for the Indian Post Secondary Schools. Cause and Effect: NTU did not have effective internal controls to ensure federal expenditures are accurately charged in accordance with federal activities allowed/unallowed and allowable costs/cost principles requirements. As a result, NTU was not in compliance with these federal requirements for the Research and Development Cluster, Tribally Controlled Post Secondary Career and Technical Institutions and Indian Post Secondary programs. Auditor’s Recommendation: Improve internal controls to ensure expenditures are allowable under federal program requirements. This includes maintaining source documentation to support the allocation of payroll costs. Management’s Response: NTU will implement a monthly review process for all grant expenditures to ensure that amounts charged to federal awards are accurately posted and reflected in the accounting system. The Accounting Manager and Senior Accountant will review all journal entries for accuracy. Payroll allocations provided by the Human Resources office will also be included in the monthly review to verify the accuracy of payroll expenditures. Additionally, Principal Investigators and program managers will be given read-only access to the accounting system to review expenditure postings for accuracy. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-012 – Cash Management Federal Program Information: Funding Agency: National Science Foundation, National Aeronautics and Space Administration, U.S. Department of Energy, and U.S. Department of Education Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions Assistance Listing Number: 43.008, 47.049, 47.067, 47.076, 81.123, 84.245 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place demonstrate that the time between the transfer of funds from the federal entity to the non-federal entity and disbursement by the non-federal entity has been adequately minimized. This includes ensuring reimbursement and drawdown requests are adequately supported by underlying source documentation. Condition: We found the following during our evaluation of cash drawdowns: Research and Development Cluster – • Eight drawdowns did not have adequate source documentation to support the amount of funds drawn down. Tribally Controlled Postsecondary Career and Technical Institutions – • Nine drawdowns did not have adequate source documentation to support the amount of funds drawn down. Questioned Costs: None. Context: Eight of ten drawdowns tested for the Research and Development and nine out of nine drawdowns tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. Cause and Effect: Internal controls were not designed and implemented to ensure appropriate cash management requirements are met. NTU did not comply with the cash management requirements of the Research and Development Cluster and Tribally Controlled Postsecondary Career and Technical Institutions program. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure compliance with federal cash management requirements and NTU’s policies and procedures. Management’s Response: NTU will enforce policies and procedures for cash drawdowns to ensure all drawdowns are properly supported. Additionally, an electronic filing system will be developed to maintain all drawdowns and the related backup documentation, enhancing the processing and record-keeping of drawdown documents. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-011 – Activities Allowed/Unallowed and Allowable Costs/Cost Principles Federal Program Information: Funding Agency: National Aeronautics and Space Administration, U.S. Department of Education, and U.S. Department of Interior Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions, Indian Post Secondary Schools Assistance Listing Number: 43.008, 84.245, 15.058 Award Period: June 1, 2022 – May 31, 2023 Criteria: To be allowable under Federal awards, costs must be necessary and reasonable for the performance and administration of the federal award. Costs must meet the following criteria: 1) necessary and reasonable; 2) consistent with policies and procedures; 3) accorded consistent treatment; and 4) are adequately documented. Condition: We found the following in our review of federal expenditures: Research and Development Cluster – • One payroll transaction totaling $1,875 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Tribally Controlled Postsecondary Career and Technical Institutions – • Two transactions totaling $3,475 did not have accurate source documentation to support the group insurance expenditures charged to the program. • Two payroll transactions totaling $8,957 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Indian Post Secondary Schools • One transaction totaling $212 did not have accurate source documentation to support the travel expenditures charged to the program. Questioned Costs: None exceeding $25,000. Context: One of twenty-five payroll transactions tested for the Research and Development Cluster. Four of fifty payroll and non-payroll transactions tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. One of twenty-five non-payroll transactions tested for the Indian Post Secondary Schools. Cause and Effect: NTU did not have effective internal controls to ensure federal expenditures are accurately charged in accordance with federal activities allowed/unallowed and allowable costs/cost principles requirements. As a result, NTU was not in compliance with these federal requirements for the Research and Development Cluster, Tribally Controlled Post Secondary Career and Technical Institutions and Indian Post Secondary programs. Auditor’s Recommendation: Improve internal controls to ensure expenditures are allowable under federal program requirements. This includes maintaining source documentation to support the allocation of payroll costs. Management’s Response: NTU will implement a monthly review process for all grant expenditures to ensure that amounts charged to federal awards are accurately posted and reflected in the accounting system. The Accounting Manager and Senior Accountant will review all journal entries for accuracy. Payroll allocations provided by the Human Resources office will also be included in the monthly review to verify the accuracy of payroll expenditures. Additionally, Principal Investigators and program managers will be given read-only access to the accounting system to review expenditure postings for accuracy. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-012 – Cash Management Federal Program Information: Funding Agency: National Science Foundation, National Aeronautics and Space Administration, U.S. Department of Energy, and U.S. Department of Education Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions Assistance Listing Number: 43.008, 47.049, 47.067, 47.076, 81.123, 84.245 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place demonstrate that the time between the transfer of funds from the federal entity to the non-federal entity and disbursement by the non-federal entity has been adequately minimized. This includes ensuring reimbursement and drawdown requests are adequately supported by underlying source documentation. Condition: We found the following during our evaluation of cash drawdowns: Research and Development Cluster – • Eight drawdowns did not have adequate source documentation to support the amount of funds drawn down. Tribally Controlled Postsecondary Career and Technical Institutions – • Nine drawdowns did not have adequate source documentation to support the amount of funds drawn down. Questioned Costs: None. Context: Eight of ten drawdowns tested for the Research and Development and nine out of nine drawdowns tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. Cause and Effect: Internal controls were not designed and implemented to ensure appropriate cash management requirements are met. NTU did not comply with the cash management requirements of the Research and Development Cluster and Tribally Controlled Postsecondary Career and Technical Institutions program. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure compliance with federal cash management requirements and NTU’s policies and procedures. Management’s Response: NTU will enforce policies and procedures for cash drawdowns to ensure all drawdowns are properly supported. Additionally, an electronic filing system will be developed to maintain all drawdowns and the related backup documentation, enhancing the processing and record-keeping of drawdown documents. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-011 – Activities Allowed/Unallowed and Allowable Costs/Cost Principles Federal Program Information: Funding Agency: National Aeronautics and Space Administration, U.S. Department of Education, and U.S. Department of Interior Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions, Indian Post Secondary Schools Assistance Listing Number: 43.008, 84.245, 15.058 Award Period: June 1, 2022 – May 31, 2023 Criteria: To be allowable under Federal awards, costs must be necessary and reasonable for the performance and administration of the federal award. Costs must meet the following criteria: 1) necessary and reasonable; 2) consistent with policies and procedures; 3) accorded consistent treatment; and 4) are adequately documented. Condition: We found the following in our review of federal expenditures: Research and Development Cluster – • One payroll transaction totaling $1,875 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Tribally Controlled Postsecondary Career and Technical Institutions – • Two transactions totaling $3,475 did not have accurate source documentation to support the group insurance expenditures charged to the program. • Two payroll transactions totaling $8,957 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Indian Post Secondary Schools • One transaction totaling $212 did not have accurate source documentation to support the travel expenditures charged to the program. Questioned Costs: None exceeding $25,000. Context: One of twenty-five payroll transactions tested for the Research and Development Cluster. Four of fifty payroll and non-payroll transactions tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. One of twenty-five non-payroll transactions tested for the Indian Post Secondary Schools. Cause and Effect: NTU did not have effective internal controls to ensure federal expenditures are accurately charged in accordance with federal activities allowed/unallowed and allowable costs/cost principles requirements. As a result, NTU was not in compliance with these federal requirements for the Research and Development Cluster, Tribally Controlled Post Secondary Career and Technical Institutions and Indian Post Secondary programs. Auditor’s Recommendation: Improve internal controls to ensure expenditures are allowable under federal program requirements. This includes maintaining source documentation to support the allocation of payroll costs. Management’s Response: NTU will implement a monthly review process for all grant expenditures to ensure that amounts charged to federal awards are accurately posted and reflected in the accounting system. The Accounting Manager and Senior Accountant will review all journal entries for accuracy. Payroll allocations provided by the Human Resources office will also be included in the monthly review to verify the accuracy of payroll expenditures. Additionally, Principal Investigators and program managers will be given read-only access to the accounting system to review expenditure postings for accuracy. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-012 – Cash Management Federal Program Information: Funding Agency: National Science Foundation, National Aeronautics and Space Administration, U.S. Department of Energy, and U.S. Department of Education Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions Assistance Listing Number: 43.008, 47.049, 47.067, 47.076, 81.123, 84.245 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place demonstrate that the time between the transfer of funds from the federal entity to the non-federal entity and disbursement by the non-federal entity has been adequately minimized. This includes ensuring reimbursement and drawdown requests are adequately supported by underlying source documentation. Condition: We found the following during our evaluation of cash drawdowns: Research and Development Cluster – • Eight drawdowns did not have adequate source documentation to support the amount of funds drawn down. Tribally Controlled Postsecondary Career and Technical Institutions – • Nine drawdowns did not have adequate source documentation to support the amount of funds drawn down. Questioned Costs: None. Context: Eight of ten drawdowns tested for the Research and Development and nine out of nine drawdowns tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. Cause and Effect: Internal controls were not designed and implemented to ensure appropriate cash management requirements are met. NTU did not comply with the cash management requirements of the Research and Development Cluster and Tribally Controlled Postsecondary Career and Technical Institutions program. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure compliance with federal cash management requirements and NTU’s policies and procedures. Management’s Response: NTU will enforce policies and procedures for cash drawdowns to ensure all drawdowns are properly supported. Additionally, an electronic filing system will be developed to maintain all drawdowns and the related backup documentation, enhancing the processing and record-keeping of drawdown documents. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-011 – Activities Allowed/Unallowed and Allowable Costs/Cost Principles Federal Program Information: Funding Agency: National Aeronautics and Space Administration, U.S. Department of Education, and U.S. Department of Interior Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions, Indian Post Secondary Schools Assistance Listing Number: 43.008, 84.245, 15.058 Award Period: June 1, 2022 – May 31, 2023 Criteria: To be allowable under Federal awards, costs must be necessary and reasonable for the performance and administration of the federal award. Costs must meet the following criteria: 1) necessary and reasonable; 2) consistent with policies and procedures; 3) accorded consistent treatment; and 4) are adequately documented. Condition: We found the following in our review of federal expenditures: Research and Development Cluster – • One payroll transaction totaling $1,875 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Tribally Controlled Postsecondary Career and Technical Institutions – • Two transactions totaling $3,475 did not have accurate source documentation to support the group insurance expenditures charged to the program. • Two payroll transactions totaling $8,957 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Indian Post Secondary Schools • One transaction totaling $212 did not have accurate source documentation to support the travel expenditures charged to the program. Questioned Costs: None exceeding $25,000. Context: One of twenty-five payroll transactions tested for the Research and Development Cluster. Four of fifty payroll and non-payroll transactions tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. One of twenty-five non-payroll transactions tested for the Indian Post Secondary Schools. Cause and Effect: NTU did not have effective internal controls to ensure federal expenditures are accurately charged in accordance with federal activities allowed/unallowed and allowable costs/cost principles requirements. As a result, NTU was not in compliance with these federal requirements for the Research and Development Cluster, Tribally Controlled Post Secondary Career and Technical Institutions and Indian Post Secondary programs. Auditor’s Recommendation: Improve internal controls to ensure expenditures are allowable under federal program requirements. This includes maintaining source documentation to support the allocation of payroll costs. Management’s Response: NTU will implement a monthly review process for all grant expenditures to ensure that amounts charged to federal awards are accurately posted and reflected in the accounting system. The Accounting Manager and Senior Accountant will review all journal entries for accuracy. Payroll allocations provided by the Human Resources office will also be included in the monthly review to verify the accuracy of payroll expenditures. Additionally, Principal Investigators and program managers will be given read-only access to the accounting system to review expenditure postings for accuracy. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-012 – Cash Management Federal Program Information: Funding Agency: National Science Foundation, National Aeronautics and Space Administration, U.S. Department of Energy, and U.S. Department of Education Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions Assistance Listing Number: 43.008, 47.049, 47.067, 47.076, 81.123, 84.245 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place demonstrate that the time between the transfer of funds from the federal entity to the non-federal entity and disbursement by the non-federal entity has been adequately minimized. This includes ensuring reimbursement and drawdown requests are adequately supported by underlying source documentation. Condition: We found the following during our evaluation of cash drawdowns: Research and Development Cluster – • Eight drawdowns did not have adequate source documentation to support the amount of funds drawn down. Tribally Controlled Postsecondary Career and Technical Institutions – • Nine drawdowns did not have adequate source documentation to support the amount of funds drawn down. Questioned Costs: None. Context: Eight of ten drawdowns tested for the Research and Development and nine out of nine drawdowns tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. Cause and Effect: Internal controls were not designed and implemented to ensure appropriate cash management requirements are met. NTU did not comply with the cash management requirements of the Research and Development Cluster and Tribally Controlled Postsecondary Career and Technical Institutions program. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure compliance with federal cash management requirements and NTU’s policies and procedures. Management’s Response: NTU will enforce policies and procedures for cash drawdowns to ensure all drawdowns are properly supported. Additionally, an electronic filing system will be developed to maintain all drawdowns and the related backup documentation, enhancing the processing and record-keeping of drawdown documents. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-012 – Cash Management Federal Program Information: Funding Agency: National Science Foundation, National Aeronautics and Space Administration, U.S. Department of Energy, and U.S. Department of Education Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions Assistance Listing Number: 43.008, 47.049, 47.067, 47.076, 81.123, 84.245 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place demonstrate that the time between the transfer of funds from the federal entity to the non-federal entity and disbursement by the non-federal entity has been adequately minimized. This includes ensuring reimbursement and drawdown requests are adequately supported by underlying source documentation. Condition: We found the following during our evaluation of cash drawdowns: Research and Development Cluster – • Eight drawdowns did not have adequate source documentation to support the amount of funds drawn down. Tribally Controlled Postsecondary Career and Technical Institutions – • Nine drawdowns did not have adequate source documentation to support the amount of funds drawn down. Questioned Costs: None. Context: Eight of ten drawdowns tested for the Research and Development and nine out of nine drawdowns tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. Cause and Effect: Internal controls were not designed and implemented to ensure appropriate cash management requirements are met. NTU did not comply with the cash management requirements of the Research and Development Cluster and Tribally Controlled Postsecondary Career and Technical Institutions program. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure compliance with federal cash management requirements and NTU’s policies and procedures. Management’s Response: NTU will enforce policies and procedures for cash drawdowns to ensure all drawdowns are properly supported. Additionally, an electronic filing system will be developed to maintain all drawdowns and the related backup documentation, enhancing the processing and record-keeping of drawdown documents. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-012 – Cash Management Federal Program Information: Funding Agency: National Science Foundation, National Aeronautics and Space Administration, U.S. Department of Energy, and U.S. Department of Education Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions Assistance Listing Number: 43.008, 47.049, 47.067, 47.076, 81.123, 84.245 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place demonstrate that the time between the transfer of funds from the federal entity to the non-federal entity and disbursement by the non-federal entity has been adequately minimized. This includes ensuring reimbursement and drawdown requests are adequately supported by underlying source documentation. Condition: We found the following during our evaluation of cash drawdowns: Research and Development Cluster – • Eight drawdowns did not have adequate source documentation to support the amount of funds drawn down. Tribally Controlled Postsecondary Career and Technical Institutions – • Nine drawdowns did not have adequate source documentation to support the amount of funds drawn down. Questioned Costs: None. Context: Eight of ten drawdowns tested for the Research and Development and nine out of nine drawdowns tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. Cause and Effect: Internal controls were not designed and implemented to ensure appropriate cash management requirements are met. NTU did not comply with the cash management requirements of the Research and Development Cluster and Tribally Controlled Postsecondary Career and Technical Institutions program. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure compliance with federal cash management requirements and NTU’s policies and procedures. Management’s Response: NTU will enforce policies and procedures for cash drawdowns to ensure all drawdowns are properly supported. Additionally, an electronic filing system will be developed to maintain all drawdowns and the related backup documentation, enhancing the processing and record-keeping of drawdown documents. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-012 – Cash Management Federal Program Information: Funding Agency: National Science Foundation, National Aeronautics and Space Administration, U.S. Department of Energy, and U.S. Department of Education Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions Assistance Listing Number: 43.008, 47.049, 47.067, 47.076, 81.123, 84.245 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place demonstrate that the time between the transfer of funds from the federal entity to the non-federal entity and disbursement by the non-federal entity has been adequately minimized. This includes ensuring reimbursement and drawdown requests are adequately supported by underlying source documentation. Condition: We found the following during our evaluation of cash drawdowns: Research and Development Cluster – • Eight drawdowns did not have adequate source documentation to support the amount of funds drawn down. Tribally Controlled Postsecondary Career and Technical Institutions – • Nine drawdowns did not have adequate source documentation to support the amount of funds drawn down. Questioned Costs: None. Context: Eight of ten drawdowns tested for the Research and Development and nine out of nine drawdowns tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. Cause and Effect: Internal controls were not designed and implemented to ensure appropriate cash management requirements are met. NTU did not comply with the cash management requirements of the Research and Development Cluster and Tribally Controlled Postsecondary Career and Technical Institutions program. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure compliance with federal cash management requirements and NTU’s policies and procedures. Management’s Response: NTU will enforce policies and procedures for cash drawdowns to ensure all drawdowns are properly supported. Additionally, an electronic filing system will be developed to maintain all drawdowns and the related backup documentation, enhancing the processing and record-keeping of drawdown documents. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-012 – Cash Management Federal Program Information: Funding Agency: National Science Foundation, National Aeronautics and Space Administration, U.S. Department of Energy, and U.S. Department of Education Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions Assistance Listing Number: 43.008, 47.049, 47.067, 47.076, 81.123, 84.245 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place demonstrate that the time between the transfer of funds from the federal entity to the non-federal entity and disbursement by the non-federal entity has been adequately minimized. This includes ensuring reimbursement and drawdown requests are adequately supported by underlying source documentation. Condition: We found the following during our evaluation of cash drawdowns: Research and Development Cluster – • Eight drawdowns did not have adequate source documentation to support the amount of funds drawn down. Tribally Controlled Postsecondary Career and Technical Institutions – • Nine drawdowns did not have adequate source documentation to support the amount of funds drawn down. Questioned Costs: None. Context: Eight of ten drawdowns tested for the Research and Development and nine out of nine drawdowns tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. Cause and Effect: Internal controls were not designed and implemented to ensure appropriate cash management requirements are met. NTU did not comply with the cash management requirements of the Research and Development Cluster and Tribally Controlled Postsecondary Career and Technical Institutions program. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure compliance with federal cash management requirements and NTU’s policies and procedures. Management’s Response: NTU will enforce policies and procedures for cash drawdowns to ensure all drawdowns are properly supported. Additionally, an electronic filing system will be developed to maintain all drawdowns and the related backup documentation, enhancing the processing and record-keeping of drawdown documents. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-012 – Cash Management Federal Program Information: Funding Agency: National Science Foundation, National Aeronautics and Space Administration, U.S. Department of Energy, and U.S. Department of Education Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions Assistance Listing Number: 43.008, 47.049, 47.067, 47.076, 81.123, 84.245 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place demonstrate that the time between the transfer of funds from the federal entity to the non-federal entity and disbursement by the non-federal entity has been adequately minimized. This includes ensuring reimbursement and drawdown requests are adequately supported by underlying source documentation. Condition: We found the following during our evaluation of cash drawdowns: Research and Development Cluster – • Eight drawdowns did not have adequate source documentation to support the amount of funds drawn down. Tribally Controlled Postsecondary Career and Technical Institutions – • Nine drawdowns did not have adequate source documentation to support the amount of funds drawn down. Questioned Costs: None. Context: Eight of ten drawdowns tested for the Research and Development and nine out of nine drawdowns tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. Cause and Effect: Internal controls were not designed and implemented to ensure appropriate cash management requirements are met. NTU did not comply with the cash management requirements of the Research and Development Cluster and Tribally Controlled Postsecondary Career and Technical Institutions program. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure compliance with federal cash management requirements and NTU’s policies and procedures. Management’s Response: NTU will enforce policies and procedures for cash drawdowns to ensure all drawdowns are properly supported. Additionally, an electronic filing system will be developed to maintain all drawdowns and the related backup documentation, enhancing the processing and record-keeping of drawdown documents. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-012 – Cash Management Federal Program Information: Funding Agency: National Science Foundation, National Aeronautics and Space Administration, U.S. Department of Energy, and U.S. Department of Education Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions Assistance Listing Number: 43.008, 47.049, 47.067, 47.076, 81.123, 84.245 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place demonstrate that the time between the transfer of funds from the federal entity to the non-federal entity and disbursement by the non-federal entity has been adequately minimized. This includes ensuring reimbursement and drawdown requests are adequately supported by underlying source documentation. Condition: We found the following during our evaluation of cash drawdowns: Research and Development Cluster – • Eight drawdowns did not have adequate source documentation to support the amount of funds drawn down. Tribally Controlled Postsecondary Career and Technical Institutions – • Nine drawdowns did not have adequate source documentation to support the amount of funds drawn down. Questioned Costs: None. Context: Eight of ten drawdowns tested for the Research and Development and nine out of nine drawdowns tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. Cause and Effect: Internal controls were not designed and implemented to ensure appropriate cash management requirements are met. NTU did not comply with the cash management requirements of the Research and Development Cluster and Tribally Controlled Postsecondary Career and Technical Institutions program. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure compliance with federal cash management requirements and NTU’s policies and procedures. Management’s Response: NTU will enforce policies and procedures for cash drawdowns to ensure all drawdowns are properly supported. Additionally, an electronic filing system will be developed to maintain all drawdowns and the related backup documentation, enhancing the processing and record-keeping of drawdown documents. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-012 – Cash Management Federal Program Information: Funding Agency: National Science Foundation, National Aeronautics and Space Administration, U.S. Department of Energy, and U.S. Department of Education Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions Assistance Listing Number: 43.008, 47.049, 47.067, 47.076, 81.123, 84.245 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place demonstrate that the time between the transfer of funds from the federal entity to the non-federal entity and disbursement by the non-federal entity has been adequately minimized. This includes ensuring reimbursement and drawdown requests are adequately supported by underlying source documentation. Condition: We found the following during our evaluation of cash drawdowns: Research and Development Cluster – • Eight drawdowns did not have adequate source documentation to support the amount of funds drawn down. Tribally Controlled Postsecondary Career and Technical Institutions – • Nine drawdowns did not have adequate source documentation to support the amount of funds drawn down. Questioned Costs: None. Context: Eight of ten drawdowns tested for the Research and Development and nine out of nine drawdowns tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. Cause and Effect: Internal controls were not designed and implemented to ensure appropriate cash management requirements are met. NTU did not comply with the cash management requirements of the Research and Development Cluster and Tribally Controlled Postsecondary Career and Technical Institutions program. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure compliance with federal cash management requirements and NTU’s policies and procedures. Management’s Response: NTU will enforce policies and procedures for cash drawdowns to ensure all drawdowns are properly supported. Additionally, an electronic filing system will be developed to maintain all drawdowns and the related backup documentation, enhancing the processing and record-keeping of drawdown documents. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-012 – Cash Management Federal Program Information: Funding Agency: National Science Foundation, National Aeronautics and Space Administration, U.S. Department of Energy, and U.S. Department of Education Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions Assistance Listing Number: 43.008, 47.049, 47.067, 47.076, 81.123, 84.245 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place demonstrate that the time between the transfer of funds from the federal entity to the non-federal entity and disbursement by the non-federal entity has been adequately minimized. This includes ensuring reimbursement and drawdown requests are adequately supported by underlying source documentation. Condition: We found the following during our evaluation of cash drawdowns: Research and Development Cluster – • Eight drawdowns did not have adequate source documentation to support the amount of funds drawn down. Tribally Controlled Postsecondary Career and Technical Institutions – • Nine drawdowns did not have adequate source documentation to support the amount of funds drawn down. Questioned Costs: None. Context: Eight of ten drawdowns tested for the Research and Development and nine out of nine drawdowns tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. Cause and Effect: Internal controls were not designed and implemented to ensure appropriate cash management requirements are met. NTU did not comply with the cash management requirements of the Research and Development Cluster and Tribally Controlled Postsecondary Career and Technical Institutions program. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure compliance with federal cash management requirements and NTU’s policies and procedures. Management’s Response: NTU will enforce policies and procedures for cash drawdowns to ensure all drawdowns are properly supported. Additionally, an electronic filing system will be developed to maintain all drawdowns and the related backup documentation, enhancing the processing and record-keeping of drawdown documents. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-012 – Cash Management Federal Program Information: Funding Agency: National Science Foundation, National Aeronautics and Space Administration, U.S. Department of Energy, and U.S. Department of Education Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions Assistance Listing Number: 43.008, 47.049, 47.067, 47.076, 81.123, 84.245 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place demonstrate that the time between the transfer of funds from the federal entity to the non-federal entity and disbursement by the non-federal entity has been adequately minimized. This includes ensuring reimbursement and drawdown requests are adequately supported by underlying source documentation. Condition: We found the following during our evaluation of cash drawdowns: Research and Development Cluster – • Eight drawdowns did not have adequate source documentation to support the amount of funds drawn down. Tribally Controlled Postsecondary Career and Technical Institutions – • Nine drawdowns did not have adequate source documentation to support the amount of funds drawn down. Questioned Costs: None. Context: Eight of ten drawdowns tested for the Research and Development and nine out of nine drawdowns tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. Cause and Effect: Internal controls were not designed and implemented to ensure appropriate cash management requirements are met. NTU did not comply with the cash management requirements of the Research and Development Cluster and Tribally Controlled Postsecondary Career and Technical Institutions program. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure compliance with federal cash management requirements and NTU’s policies and procedures. Management’s Response: NTU will enforce policies and procedures for cash drawdowns to ensure all drawdowns are properly supported. Additionally, an electronic filing system will be developed to maintain all drawdowns and the related backup documentation, enhancing the processing and record-keeping of drawdown documents. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-012 – Cash Management Federal Program Information: Funding Agency: National Science Foundation, National Aeronautics and Space Administration, U.S. Department of Energy, and U.S. Department of Education Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions Assistance Listing Number: 43.008, 47.049, 47.067, 47.076, 81.123, 84.245 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place demonstrate that the time between the transfer of funds from the federal entity to the non-federal entity and disbursement by the non-federal entity has been adequately minimized. This includes ensuring reimbursement and drawdown requests are adequately supported by underlying source documentation. Condition: We found the following during our evaluation of cash drawdowns: Research and Development Cluster – • Eight drawdowns did not have adequate source documentation to support the amount of funds drawn down. Tribally Controlled Postsecondary Career and Technical Institutions – • Nine drawdowns did not have adequate source documentation to support the amount of funds drawn down. Questioned Costs: None. Context: Eight of ten drawdowns tested for the Research and Development and nine out of nine drawdowns tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. Cause and Effect: Internal controls were not designed and implemented to ensure appropriate cash management requirements are met. NTU did not comply with the cash management requirements of the Research and Development Cluster and Tribally Controlled Postsecondary Career and Technical Institutions program. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure compliance with federal cash management requirements and NTU’s policies and procedures. Management’s Response: NTU will enforce policies and procedures for cash drawdowns to ensure all drawdowns are properly supported. Additionally, an electronic filing system will be developed to maintain all drawdowns and the related backup documentation, enhancing the processing and record-keeping of drawdown documents. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-012 – Cash Management Federal Program Information: Funding Agency: National Science Foundation, National Aeronautics and Space Administration, U.S. Department of Energy, and U.S. Department of Education Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions Assistance Listing Number: 43.008, 47.049, 47.067, 47.076, 81.123, 84.245 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place demonstrate that the time between the transfer of funds from the federal entity to the non-federal entity and disbursement by the non-federal entity has been adequately minimized. This includes ensuring reimbursement and drawdown requests are adequately supported by underlying source documentation. Condition: We found the following during our evaluation of cash drawdowns: Research and Development Cluster – • Eight drawdowns did not have adequate source documentation to support the amount of funds drawn down. Tribally Controlled Postsecondary Career and Technical Institutions – • Nine drawdowns did not have adequate source documentation to support the amount of funds drawn down. Questioned Costs: None. Context: Eight of ten drawdowns tested for the Research and Development and nine out of nine drawdowns tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. Cause and Effect: Internal controls were not designed and implemented to ensure appropriate cash management requirements are met. NTU did not comply with the cash management requirements of the Research and Development Cluster and Tribally Controlled Postsecondary Career and Technical Institutions program. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure compliance with federal cash management requirements and NTU’s policies and procedures. Management’s Response: NTU will enforce policies and procedures for cash drawdowns to ensure all drawdowns are properly supported. Additionally, an electronic filing system will be developed to maintain all drawdowns and the related backup documentation, enhancing the processing and record-keeping of drawdown documents. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-012 – Cash Management Federal Program Information: Funding Agency: National Science Foundation, National Aeronautics and Space Administration, U.S. Department of Energy, and U.S. Department of Education Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions Assistance Listing Number: 43.008, 47.049, 47.067, 47.076, 81.123, 84.245 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place demonstrate that the time between the transfer of funds from the federal entity to the non-federal entity and disbursement by the non-federal entity has been adequately minimized. This includes ensuring reimbursement and drawdown requests are adequately supported by underlying source documentation. Condition: We found the following during our evaluation of cash drawdowns: Research and Development Cluster – • Eight drawdowns did not have adequate source documentation to support the amount of funds drawn down. Tribally Controlled Postsecondary Career and Technical Institutions – • Nine drawdowns did not have adequate source documentation to support the amount of funds drawn down. Questioned Costs: None. Context: Eight of ten drawdowns tested for the Research and Development and nine out of nine drawdowns tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. Cause and Effect: Internal controls were not designed and implemented to ensure appropriate cash management requirements are met. NTU did not comply with the cash management requirements of the Research and Development Cluster and Tribally Controlled Postsecondary Career and Technical Institutions program. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure compliance with federal cash management requirements and NTU’s policies and procedures. Management’s Response: NTU will enforce policies and procedures for cash drawdowns to ensure all drawdowns are properly supported. Additionally, an electronic filing system will be developed to maintain all drawdowns and the related backup documentation, enhancing the processing and record-keeping of drawdown documents. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-012 – Cash Management Federal Program Information: Funding Agency: National Science Foundation, National Aeronautics and Space Administration, U.S. Department of Energy, and U.S. Department of Education Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions Assistance Listing Number: 43.008, 47.049, 47.067, 47.076, 81.123, 84.245 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place demonstrate that the time between the transfer of funds from the federal entity to the non-federal entity and disbursement by the non-federal entity has been adequately minimized. This includes ensuring reimbursement and drawdown requests are adequately supported by underlying source documentation. Condition: We found the following during our evaluation of cash drawdowns: Research and Development Cluster – • Eight drawdowns did not have adequate source documentation to support the amount of funds drawn down. Tribally Controlled Postsecondary Career and Technical Institutions – • Nine drawdowns did not have adequate source documentation to support the amount of funds drawn down. Questioned Costs: None. Context: Eight of ten drawdowns tested for the Research and Development and nine out of nine drawdowns tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. Cause and Effect: Internal controls were not designed and implemented to ensure appropriate cash management requirements are met. NTU did not comply with the cash management requirements of the Research and Development Cluster and Tribally Controlled Postsecondary Career and Technical Institutions program. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure compliance with federal cash management requirements and NTU’s policies and procedures. Management’s Response: NTU will enforce policies and procedures for cash drawdowns to ensure all drawdowns are properly supported. Additionally, an electronic filing system will be developed to maintain all drawdowns and the related backup documentation, enhancing the processing and record-keeping of drawdown documents. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-007 –Eligibility Federal Program Information: Funding Agency: U.S. Department of Education Title: Student Financial Aid Cluster Assistance Listing Number: 84.007, 84.033, 84.063 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place to determine if students at NTU are eligible to receive PELL and FSEOG. A student must (1) Qualify as an eligible student under 34 CFR Part 668, Subpart C, (2) Is enrolled in an eligible undergraduate program and (3) Has financial need. Condition: During our testing of 40 students, we noted the following: • One student was awarded and disbursed more PELL funding than what a student with their parental contribution should have been. • Eight students did not have adequate supporting documentation to support the students were eligible for PELL and/or FSEOG. Questioned Costs: None. Context: Nine out of forty students selected for eligibility testing during fiscal year 2023. Cause and Effect: Internal controls were not implemented to ensure PELL funding provided to students was accurate and documentation was available to support student eligibility under the Student Financial Aid Cluster. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure PELL awards to students are accurately calculated and documentation is maintained to support student eligibility determinations made by NTU for financial assistance. Management’s Response: NTU will improve processes to ensure proper maintenance of source documentation supporting student eligibility determinations. Additionally, staff will receive comprehensive training sessions on eligibility determination and documentation requirements. Responsible Party: Gary Segaye, Financial Aid Director and Dr. Delores Becenti, Director of Enrollment Anticipated Completion: July 2024
2023-008 – Special Tests and Provisions (Return of Title IV Funds) Federal Program Information: Funding Agency: U.S. Department of Education Title: Student Financial Aid Cluster Assistance Listing Number: 84.007, 84.033, 84.063 Award Period: June 1, 2022 – May 31, 2023 Criteria: When a recipient of Title IV grant or loan assistance withdraws from an institution during a payment period or period of enrollment in which the recipient began attendance, the institution must determine the amount of Title IV aid earned by the student as of the withdrawal date. If the total amount of Title IV assistance earned by the student is less than the amount that was disbursed to the student or on his or her behalf as of the date of the institution’s determination that the student withdrew, the difference must be returned to the Title IV programs no later than 45 days after the date of determination of a student’s withdrawal. Condition: During our evaluation of Return of Title IV funds, we noted the following: • NTU did not return funds to Title IV programs within the required 45-day timeframe. In April 2024, $27,108 was remitted back to the U.S. Department of Education related to Title IV programs for fiscal year 2023, which was well beyond the 45-day timeframe. • Ten students tested did not have documentation to support that an R2T4 calculation was performed. Questioned Costs: None. Context: Ten out of ten students tested that received Title IV student financial aid and did not earn any credits in one of the semesters in fiscal year 2023. Cause and Effect: NTU did not have effective internal controls to ensure return to Title IV funds were performed timely and in accordance with federal requirements. Additionally, source documentation was not maintained to support R2T4 calculations performed. Auditor’s Recommendation: Establish formal procedures to ensure compliance with federal student aid requirements. These policies and procedures should address students that withdrawal from classes without notifying NTU. Consider performing student file audits to ensure Return of Title IV calculations are performed. Lastly, consider increasing coordination efforts between the finance department and the student financial aid department to ensure amounts due back to Title IV programs are determined and remitted timely. Management’s Response: NTU will establish formal policies and procedures for the Return of Title IV Funds, ensuring alignment with U.S. Department of Education requirements. These procedures will cover student withdrawals and the necessary data entry and monitoring within the student information system. The Accounting Manager in the Student Accounts section of NTU’s Business Office will review all student enrollment transactions to ensure compliance with Return to Title IV requirements. Responsible Party: Gary Segaye, Financial Aid Director, Delores Becenti, Enrollment Director, and Geraldine Gamble, Accounting Manager Anticipated Completion: July 2024
2023-009 – Special Tests and Provisions (Enrollment Reporting) Federal Program Information: Funding Agency: U.S. Department of Education Title: Student Financial Aid Cluster Assistance Listing Number: 84.007, 84.033, 84.063 Award Period: June 1, 2022 – May 31, 2023 Criteria: Institutions are required to report enrollment information under the Pell grant via the National Student Loan Data System (NSLDS). Institutions must review, update, and verify student enrollment statuses, program information, and effective dates that appear on the Enrollment Reporting Roster file or on the Enrollment Maintenance page of the NSLDS Professional Access (NSLDSFAP) website. Condition: During our evaluation of NSLDS enrollment reporting, we noted the following: • Ten students did not have adequate supporting documentation to support their records were updated in the NSLDS database. Questioned Costs: None. Context: Ten out of ten students that had an enrollment status change in fiscal year 2023. Cause and Effect: Internal controls have not been designed and implemented to ensure compliance with enrollment reporting requirements of the Student Financial Aid Cluster. 34 CFR 690.83(c) states, “In accordance with 34 CFR 668.84, the Secretary may impose a fine on the institution if the institution fails to comply with the (reporting) requirements specified”. There is a risk that NTU could face a potential fine if the required information is not being reported. Auditors’ Recommendation: Develop and implement internal controls to ensure the enrollment reporting requirements of the Student Financial Aid Cluster are met. Management’s Response: NTU will develop formal policies and procedures regarding enrollment reporting. This will include identifying the necessary enrollment data to update the National Student Loan Database System (NSLDS) on a timely basis in accordance with the Student Financial Aid Cluster requirements. NTU will be hiring an additional Financial Aid Technician and a Financial Aid Counselor to assist in addressing this finding. Responsible Party: Delores Becenti, Enrollment Director Anticipated Completion: July 2024
2023-010 – Special Tests and Provisions (Gramm-Leach-Bliley Act – Student Information Security) Federal Program Information: Funding Agency: U.S. Department of Education Title: Student Financial Aid Cluster Assistance Listing Number: 84.007, 84.033, 84.063 Award Period: June 1, 2022 – May 31, 2023 Criteria: Title IV-eligible institutions are subject to the Gramm-Leach-Bliley Act (the “Act”). The Act requires institutions to perform the following: • Develop, implement, and maintain a written information security program. • Designate the employee(s) responsible for coordinating the information security program. • Identify and assess risks to customer information. • Design and implement an information safeguards program Condition: We found that NTU has developed an information security plan, however this plan has not been formally adopted and implemented by NTU. Questioned Costs: None. Context: Evaluation of NTU’s information security protocols as it relates to the Gramm-Leach-Bliley Act requirements of the Student Financial Aid Cluster. Cause and Effect: NTU has not formally adopted and implemented an information security plan that addresses the requirements of the Gramm-Leach-Bliley Act. NTU did not comply with OMB Uniform Guidance related to special tests and provisions for the Student Financial Aid Cluster. Auditor’s Recommendation: Formally adopt and implement an information security plan that adequately address the requirements of the Student Financial Assistance Cluster. Management’s Response: NTU has developed an information security plan, the plan will be presented to NTU Board of Regents for ratification and adoption Responsible Party: Jared Ribble, Information Technology Director Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-007 –Eligibility Federal Program Information: Funding Agency: U.S. Department of Education Title: Student Financial Aid Cluster Assistance Listing Number: 84.007, 84.033, 84.063 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place to determine if students at NTU are eligible to receive PELL and FSEOG. A student must (1) Qualify as an eligible student under 34 CFR Part 668, Subpart C, (2) Is enrolled in an eligible undergraduate program and (3) Has financial need. Condition: During our testing of 40 students, we noted the following: • One student was awarded and disbursed more PELL funding than what a student with their parental contribution should have been. • Eight students did not have adequate supporting documentation to support the students were eligible for PELL and/or FSEOG. Questioned Costs: None. Context: Nine out of forty students selected for eligibility testing during fiscal year 2023. Cause and Effect: Internal controls were not implemented to ensure PELL funding provided to students was accurate and documentation was available to support student eligibility under the Student Financial Aid Cluster. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure PELL awards to students are accurately calculated and documentation is maintained to support student eligibility determinations made by NTU for financial assistance. Management’s Response: NTU will improve processes to ensure proper maintenance of source documentation supporting student eligibility determinations. Additionally, staff will receive comprehensive training sessions on eligibility determination and documentation requirements. Responsible Party: Gary Segaye, Financial Aid Director and Dr. Delores Becenti, Director of Enrollment Anticipated Completion: July 2024
2023-008 – Special Tests and Provisions (Return of Title IV Funds) Federal Program Information: Funding Agency: U.S. Department of Education Title: Student Financial Aid Cluster Assistance Listing Number: 84.007, 84.033, 84.063 Award Period: June 1, 2022 – May 31, 2023 Criteria: When a recipient of Title IV grant or loan assistance withdraws from an institution during a payment period or period of enrollment in which the recipient began attendance, the institution must determine the amount of Title IV aid earned by the student as of the withdrawal date. If the total amount of Title IV assistance earned by the student is less than the amount that was disbursed to the student or on his or her behalf as of the date of the institution’s determination that the student withdrew, the difference must be returned to the Title IV programs no later than 45 days after the date of determination of a student’s withdrawal. Condition: During our evaluation of Return of Title IV funds, we noted the following: • NTU did not return funds to Title IV programs within the required 45-day timeframe. In April 2024, $27,108 was remitted back to the U.S. Department of Education related to Title IV programs for fiscal year 2023, which was well beyond the 45-day timeframe. • Ten students tested did not have documentation to support that an R2T4 calculation was performed. Questioned Costs: None. Context: Ten out of ten students tested that received Title IV student financial aid and did not earn any credits in one of the semesters in fiscal year 2023. Cause and Effect: NTU did not have effective internal controls to ensure return to Title IV funds were performed timely and in accordance with federal requirements. Additionally, source documentation was not maintained to support R2T4 calculations performed. Auditor’s Recommendation: Establish formal procedures to ensure compliance with federal student aid requirements. These policies and procedures should address students that withdrawal from classes without notifying NTU. Consider performing student file audits to ensure Return of Title IV calculations are performed. Lastly, consider increasing coordination efforts between the finance department and the student financial aid department to ensure amounts due back to Title IV programs are determined and remitted timely. Management’s Response: NTU will establish formal policies and procedures for the Return of Title IV Funds, ensuring alignment with U.S. Department of Education requirements. These procedures will cover student withdrawals and the necessary data entry and monitoring within the student information system. The Accounting Manager in the Student Accounts section of NTU’s Business Office will review all student enrollment transactions to ensure compliance with Return to Title IV requirements. Responsible Party: Gary Segaye, Financial Aid Director, Delores Becenti, Enrollment Director, and Geraldine Gamble, Accounting Manager Anticipated Completion: July 2024
2023-009 – Special Tests and Provisions (Enrollment Reporting) Federal Program Information: Funding Agency: U.S. Department of Education Title: Student Financial Aid Cluster Assistance Listing Number: 84.007, 84.033, 84.063 Award Period: June 1, 2022 – May 31, 2023 Criteria: Institutions are required to report enrollment information under the Pell grant via the National Student Loan Data System (NSLDS). Institutions must review, update, and verify student enrollment statuses, program information, and effective dates that appear on the Enrollment Reporting Roster file or on the Enrollment Maintenance page of the NSLDS Professional Access (NSLDSFAP) website. Condition: During our evaluation of NSLDS enrollment reporting, we noted the following: • Ten students did not have adequate supporting documentation to support their records were updated in the NSLDS database. Questioned Costs: None. Context: Ten out of ten students that had an enrollment status change in fiscal year 2023. Cause and Effect: Internal controls have not been designed and implemented to ensure compliance with enrollment reporting requirements of the Student Financial Aid Cluster. 34 CFR 690.83(c) states, “In accordance with 34 CFR 668.84, the Secretary may impose a fine on the institution if the institution fails to comply with the (reporting) requirements specified”. There is a risk that NTU could face a potential fine if the required information is not being reported. Auditors’ Recommendation: Develop and implement internal controls to ensure the enrollment reporting requirements of the Student Financial Aid Cluster are met. Management’s Response: NTU will develop formal policies and procedures regarding enrollment reporting. This will include identifying the necessary enrollment data to update the National Student Loan Database System (NSLDS) on a timely basis in accordance with the Student Financial Aid Cluster requirements. NTU will be hiring an additional Financial Aid Technician and a Financial Aid Counselor to assist in addressing this finding. Responsible Party: Delores Becenti, Enrollment Director Anticipated Completion: July 2024
2023-010 – Special Tests and Provisions (Gramm-Leach-Bliley Act – Student Information Security) Federal Program Information: Funding Agency: U.S. Department of Education Title: Student Financial Aid Cluster Assistance Listing Number: 84.007, 84.033, 84.063 Award Period: June 1, 2022 – May 31, 2023 Criteria: Title IV-eligible institutions are subject to the Gramm-Leach-Bliley Act (the “Act”). The Act requires institutions to perform the following: • Develop, implement, and maintain a written information security program. • Designate the employee(s) responsible for coordinating the information security program. • Identify and assess risks to customer information. • Design and implement an information safeguards program Condition: We found that NTU has developed an information security plan, however this plan has not been formally adopted and implemented by NTU. Questioned Costs: None. Context: Evaluation of NTU’s information security protocols as it relates to the Gramm-Leach-Bliley Act requirements of the Student Financial Aid Cluster. Cause and Effect: NTU has not formally adopted and implemented an information security plan that addresses the requirements of the Gramm-Leach-Bliley Act. NTU did not comply with OMB Uniform Guidance related to special tests and provisions for the Student Financial Aid Cluster. Auditor’s Recommendation: Formally adopt and implement an information security plan that adequately address the requirements of the Student Financial Assistance Cluster. Management’s Response: NTU has developed an information security plan, the plan will be presented to NTU Board of Regents for ratification and adoption Responsible Party: Jared Ribble, Information Technology Director Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-007 –Eligibility Federal Program Information: Funding Agency: U.S. Department of Education Title: Student Financial Aid Cluster Assistance Listing Number: 84.007, 84.033, 84.063 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place to determine if students at NTU are eligible to receive PELL and FSEOG. A student must (1) Qualify as an eligible student under 34 CFR Part 668, Subpart C, (2) Is enrolled in an eligible undergraduate program and (3) Has financial need. Condition: During our testing of 40 students, we noted the following: • One student was awarded and disbursed more PELL funding than what a student with their parental contribution should have been. • Eight students did not have adequate supporting documentation to support the students were eligible for PELL and/or FSEOG. Questioned Costs: None. Context: Nine out of forty students selected for eligibility testing during fiscal year 2023. Cause and Effect: Internal controls were not implemented to ensure PELL funding provided to students was accurate and documentation was available to support student eligibility under the Student Financial Aid Cluster. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure PELL awards to students are accurately calculated and documentation is maintained to support student eligibility determinations made by NTU for financial assistance. Management’s Response: NTU will improve processes to ensure proper maintenance of source documentation supporting student eligibility determinations. Additionally, staff will receive comprehensive training sessions on eligibility determination and documentation requirements. Responsible Party: Gary Segaye, Financial Aid Director and Dr. Delores Becenti, Director of Enrollment Anticipated Completion: July 2024
2023-008 – Special Tests and Provisions (Return of Title IV Funds) Federal Program Information: Funding Agency: U.S. Department of Education Title: Student Financial Aid Cluster Assistance Listing Number: 84.007, 84.033, 84.063 Award Period: June 1, 2022 – May 31, 2023 Criteria: When a recipient of Title IV grant or loan assistance withdraws from an institution during a payment period or period of enrollment in which the recipient began attendance, the institution must determine the amount of Title IV aid earned by the student as of the withdrawal date. If the total amount of Title IV assistance earned by the student is less than the amount that was disbursed to the student or on his or her behalf as of the date of the institution’s determination that the student withdrew, the difference must be returned to the Title IV programs no later than 45 days after the date of determination of a student’s withdrawal. Condition: During our evaluation of Return of Title IV funds, we noted the following: • NTU did not return funds to Title IV programs within the required 45-day timeframe. In April 2024, $27,108 was remitted back to the U.S. Department of Education related to Title IV programs for fiscal year 2023, which was well beyond the 45-day timeframe. • Ten students tested did not have documentation to support that an R2T4 calculation was performed. Questioned Costs: None. Context: Ten out of ten students tested that received Title IV student financial aid and did not earn any credits in one of the semesters in fiscal year 2023. Cause and Effect: NTU did not have effective internal controls to ensure return to Title IV funds were performed timely and in accordance with federal requirements. Additionally, source documentation was not maintained to support R2T4 calculations performed. Auditor’s Recommendation: Establish formal procedures to ensure compliance with federal student aid requirements. These policies and procedures should address students that withdrawal from classes without notifying NTU. Consider performing student file audits to ensure Return of Title IV calculations are performed. Lastly, consider increasing coordination efforts between the finance department and the student financial aid department to ensure amounts due back to Title IV programs are determined and remitted timely. Management’s Response: NTU will establish formal policies and procedures for the Return of Title IV Funds, ensuring alignment with U.S. Department of Education requirements. These procedures will cover student withdrawals and the necessary data entry and monitoring within the student information system. The Accounting Manager in the Student Accounts section of NTU’s Business Office will review all student enrollment transactions to ensure compliance with Return to Title IV requirements. Responsible Party: Gary Segaye, Financial Aid Director, Delores Becenti, Enrollment Director, and Geraldine Gamble, Accounting Manager Anticipated Completion: July 2024
2023-009 – Special Tests and Provisions (Enrollment Reporting) Federal Program Information: Funding Agency: U.S. Department of Education Title: Student Financial Aid Cluster Assistance Listing Number: 84.007, 84.033, 84.063 Award Period: June 1, 2022 – May 31, 2023 Criteria: Institutions are required to report enrollment information under the Pell grant via the National Student Loan Data System (NSLDS). Institutions must review, update, and verify student enrollment statuses, program information, and effective dates that appear on the Enrollment Reporting Roster file or on the Enrollment Maintenance page of the NSLDS Professional Access (NSLDSFAP) website. Condition: During our evaluation of NSLDS enrollment reporting, we noted the following: • Ten students did not have adequate supporting documentation to support their records were updated in the NSLDS database. Questioned Costs: None. Context: Ten out of ten students that had an enrollment status change in fiscal year 2023. Cause and Effect: Internal controls have not been designed and implemented to ensure compliance with enrollment reporting requirements of the Student Financial Aid Cluster. 34 CFR 690.83(c) states, “In accordance with 34 CFR 668.84, the Secretary may impose a fine on the institution if the institution fails to comply with the (reporting) requirements specified”. There is a risk that NTU could face a potential fine if the required information is not being reported. Auditors’ Recommendation: Develop and implement internal controls to ensure the enrollment reporting requirements of the Student Financial Aid Cluster are met. Management’s Response: NTU will develop formal policies and procedures regarding enrollment reporting. This will include identifying the necessary enrollment data to update the National Student Loan Database System (NSLDS) on a timely basis in accordance with the Student Financial Aid Cluster requirements. NTU will be hiring an additional Financial Aid Technician and a Financial Aid Counselor to assist in addressing this finding. Responsible Party: Delores Becenti, Enrollment Director Anticipated Completion: July 2024
2023-010 – Special Tests and Provisions (Gramm-Leach-Bliley Act – Student Information Security) Federal Program Information: Funding Agency: U.S. Department of Education Title: Student Financial Aid Cluster Assistance Listing Number: 84.007, 84.033, 84.063 Award Period: June 1, 2022 – May 31, 2023 Criteria: Title IV-eligible institutions are subject to the Gramm-Leach-Bliley Act (the “Act”). The Act requires institutions to perform the following: • Develop, implement, and maintain a written information security program. • Designate the employee(s) responsible for coordinating the information security program. • Identify and assess risks to customer information. • Design and implement an information safeguards program Condition: We found that NTU has developed an information security plan, however this plan has not been formally adopted and implemented by NTU. Questioned Costs: None. Context: Evaluation of NTU’s information security protocols as it relates to the Gramm-Leach-Bliley Act requirements of the Student Financial Aid Cluster. Cause and Effect: NTU has not formally adopted and implemented an information security plan that addresses the requirements of the Gramm-Leach-Bliley Act. NTU did not comply with OMB Uniform Guidance related to special tests and provisions for the Student Financial Aid Cluster. Auditor’s Recommendation: Formally adopt and implement an information security plan that adequately address the requirements of the Student Financial Assistance Cluster. Management’s Response: NTU has developed an information security plan, the plan will be presented to NTU Board of Regents for ratification and adoption Responsible Party: Jared Ribble, Information Technology Director Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-011 – Activities Allowed/Unallowed and Allowable Costs/Cost Principles Federal Program Information: Funding Agency: National Aeronautics and Space Administration, U.S. Department of Education, and U.S. Department of Interior Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions, Indian Post Secondary Schools Assistance Listing Number: 43.008, 84.245, 15.058 Award Period: June 1, 2022 – May 31, 2023 Criteria: To be allowable under Federal awards, costs must be necessary and reasonable for the performance and administration of the federal award. Costs must meet the following criteria: 1) necessary and reasonable; 2) consistent with policies and procedures; 3) accorded consistent treatment; and 4) are adequately documented. Condition: We found the following in our review of federal expenditures: Research and Development Cluster – • One payroll transaction totaling $1,875 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Tribally Controlled Postsecondary Career and Technical Institutions – • Two transactions totaling $3,475 did not have accurate source documentation to support the group insurance expenditures charged to the program. • Two payroll transactions totaling $8,957 did not have accurate source documentation to support the allocation of salaries and wages expenditures charged to the program. Indian Post Secondary Schools • One transaction totaling $212 did not have accurate source documentation to support the travel expenditures charged to the program. Questioned Costs: None exceeding $25,000. Context: One of twenty-five payroll transactions tested for the Research and Development Cluster. Four of fifty payroll and non-payroll transactions tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. One of twenty-five non-payroll transactions tested for the Indian Post Secondary Schools. Cause and Effect: NTU did not have effective internal controls to ensure federal expenditures are accurately charged in accordance with federal activities allowed/unallowed and allowable costs/cost principles requirements. As a result, NTU was not in compliance with these federal requirements for the Research and Development Cluster, Tribally Controlled Post Secondary Career and Technical Institutions and Indian Post Secondary programs. Auditor’s Recommendation: Improve internal controls to ensure expenditures are allowable under federal program requirements. This includes maintaining source documentation to support the allocation of payroll costs. Management’s Response: NTU will implement a monthly review process for all grant expenditures to ensure that amounts charged to federal awards are accurately posted and reflected in the accounting system. The Accounting Manager and Senior Accountant will review all journal entries for accuracy. Payroll allocations provided by the Human Resources office will also be included in the monthly review to verify the accuracy of payroll expenditures. Additionally, Principal Investigators and program managers will be given read-only access to the accounting system to review expenditure postings for accuracy. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-012 – Cash Management Federal Program Information: Funding Agency: National Science Foundation, National Aeronautics and Space Administration, U.S. Department of Energy, and U.S. Department of Education Title: Research and Development Cluster, Tribally Controlled Postsecondary Career and Technical Institutions Assistance Listing Number: 43.008, 47.049, 47.067, 47.076, 81.123, 84.245 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place demonstrate that the time between the transfer of funds from the federal entity to the non-federal entity and disbursement by the non-federal entity has been adequately minimized. This includes ensuring reimbursement and drawdown requests are adequately supported by underlying source documentation. Condition: We found the following during our evaluation of cash drawdowns: Research and Development Cluster – • Eight drawdowns did not have adequate source documentation to support the amount of funds drawn down. Tribally Controlled Postsecondary Career and Technical Institutions – • Nine drawdowns did not have adequate source documentation to support the amount of funds drawn down. Questioned Costs: None. Context: Eight of ten drawdowns tested for the Research and Development and nine out of nine drawdowns tested for the Tribally Controlled Postsecondary Career and Technical Institutions program. Cause and Effect: Internal controls were not designed and implemented to ensure appropriate cash management requirements are met. NTU did not comply with the cash management requirements of the Research and Development Cluster and Tribally Controlled Postsecondary Career and Technical Institutions program. Auditor’s Recommendation: Established policies and procedures should be enforced to ensure compliance with federal cash management requirements and NTU’s policies and procedures. Management’s Response: NTU will enforce policies and procedures for cash drawdowns to ensure all drawdowns are properly supported. Additionally, an electronic filing system will be developed to maintain all drawdowns and the related backup documentation, enhancing the processing and record-keeping of drawdown documents. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-013 – Reporting Federal Program Information: Funding Agency: U.S. Department of Education Title: Tribally Controlled Postsecondary Career and Technical Institutions, Higher Education Emergency Relief Fund (HEERF), Indian Post Secondary Schools Assistance Listing Number: 84.245 and 84.425 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place to ensure performance and financial reporting requirements for federal award programs are met Condition: During our assessment of reporting requirements, we found the following: Tribally Controlled Postsecondary Career and Technical Institutions – • The annual performance report for the Tribally Controlled Postsecondary Career and Technical Institutions was not available for review at the time of fieldwork. Higher Education Emergency Relief Fund (HERF) – • The annual performance for HEERF was not available for review at the time of fieldwork. Indian Post Secondary Schools – • Two of two quarterly SF-425 were not available for our review at the time of fieldwork. Questioned Costs: None Context: One of one annual performance report required for the Tribally Controlled Postsecondary Career and Technical Institutions, one of one annual performance reports required by the HEERF program, two of four quarterly SF-425 reports required by the Indian Post Secondary Schools. Cause and Effect: Internal controls were not designed and implemented to ensure reporting requirements were met. NTU did not comply with OMB Uniform Guidance related to reporting for these programs. Auditors’ Recommendation: Establish formal reporting procedures to ensure compliance with federal reporting requirements. Management’s Response: Formal policies and procedures for grants reporting will be developed by NTU. NTU is developing a master file that will have a detailed schedules by funding source which will identify the reporting requirements and deadlines for submission. Communication of reporting due dates to appropriate NTU financial and programmatic personnel will be improved. This will help ensure all financial and administrative reports are submitted in a timely manner. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-013 – Reporting Federal Program Information: Funding Agency: U.S. Department of Education Title: Tribally Controlled Postsecondary Career and Technical Institutions, Higher Education Emergency Relief Fund (HEERF), Indian Post Secondary Schools Assistance Listing Number: 84.245 and 84.425 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place to ensure performance and financial reporting requirements for federal award programs are met Condition: During our assessment of reporting requirements, we found the following: Tribally Controlled Postsecondary Career and Technical Institutions – • The annual performance report for the Tribally Controlled Postsecondary Career and Technical Institutions was not available for review at the time of fieldwork. Higher Education Emergency Relief Fund (HERF) – • The annual performance for HEERF was not available for review at the time of fieldwork. Indian Post Secondary Schools – • Two of two quarterly SF-425 were not available for our review at the time of fieldwork. Questioned Costs: None Context: One of one annual performance report required for the Tribally Controlled Postsecondary Career and Technical Institutions, one of one annual performance reports required by the HEERF program, two of four quarterly SF-425 reports required by the Indian Post Secondary Schools. Cause and Effect: Internal controls were not designed and implemented to ensure reporting requirements were met. NTU did not comply with OMB Uniform Guidance related to reporting for these programs. Auditors’ Recommendation: Establish formal reporting procedures to ensure compliance with federal reporting requirements. Management’s Response: Formal policies and procedures for grants reporting will be developed by NTU. NTU is developing a master file that will have a detailed schedules by funding source which will identify the reporting requirements and deadlines for submission. Communication of reporting due dates to appropriate NTU financial and programmatic personnel will be improved. This will help ensure all financial and administrative reports are submitted in a timely manner. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-006 – Cash Management Federal Program Information: Funding Agency: All Major Programs Title: All Major Programs Assistance Listing Number: All Major Programs Award Period: June 1, 2022 – May 31, 2023 Criteria: Advanced grant/contract funds may not be transferred to other NTU accounts, lent to such NTU accounts, or expended for programs not authorized. There should be sufficient unrestricted cash and investment balances on hand to cover all unearned grant revenue associated with federal and nonfederal programs. Condition: NTU did not maintain cash and cash equivalents at least equal to the amount of unspent grant funds advanced from federal and nonfederal agencies at year-end. At May 31, 2023, NTU’s unrestricted cash and cash equivalents and investments and unearned grant revenue totaled $33,024,886 and $39,121,460, respectively. As a result, unspent grant funds held by NTU exceeded the amount of available cash and cash equivalents and investments by $6,096,574. Questioned Costs: None. Context: Federal programs that have provided advanced funds to NTU. Cause and Effect: NTU did not have effective internal controls to ensure sufficient cash and cash equivalents are on hand to cover all unearned grant revenue associated with federal and nonfederal programs. NTU is not in compliance with federal requirements. Auditor’s Recommendation: Thoroughly analyze the financial position of NTU and ensure adequate cash and cash equivalents are maintained in an amount at least equal to unearned grant revenues from federal and nonfederal sources. NTU may need to liquidate unrestricted investments and convert them into cash and cash equivalents or reallocate investments into securities backed by the full faith and credit of the United States government to accomplish this. Management’s Response: NTU has established a monthly cash management schedule to track and identify all grant funds, detailing the total cash received in advance from grantors and amounts due to NTU. To increase cash balances, NTU will focus on the timely collection of outstanding grants receivable. Additionally, NTU will analyze cash requirements and may liquidate investments held in the Capital Reserve fund to ensure adequate cash is available for grants received in advance. Responsible Party: Beverly Miller, Accounting Manager Anticipated Completion: July 2024
2023-013 – Reporting Federal Program Information: Funding Agency: U.S. Department of Education Title: Tribally Controlled Postsecondary Career and Technical Institutions, Higher Education Emergency Relief Fund (HEERF), Indian Post Secondary Schools Assistance Listing Number: 84.245 and 84.425 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place to ensure performance and financial reporting requirements for federal award programs are met Condition: During our assessment of reporting requirements, we found the following: Tribally Controlled Postsecondary Career and Technical Institutions – • The annual performance report for the Tribally Controlled Postsecondary Career and Technical Institutions was not available for review at the time of fieldwork. Higher Education Emergency Relief Fund (HERF) – • The annual performance for HEERF was not available for review at the time of fieldwork. Indian Post Secondary Schools – • Two of two quarterly SF-425 were not available for our review at the time of fieldwork. Questioned Costs: None Context: One of one annual performance report required for the Tribally Controlled Postsecondary Career and Technical Institutions, one of one annual performance reports required by the HEERF program, two of four quarterly SF-425 reports required by the Indian Post Secondary Schools. Cause and Effect: Internal controls were not designed and implemented to ensure reporting requirements were met. NTU did not comply with OMB Uniform Guidance related to reporting for these programs. Auditors’ Recommendation: Establish formal reporting procedures to ensure compliance with federal reporting requirements. Management’s Response: Formal policies and procedures for grants reporting will be developed by NTU. NTU is developing a master file that will have a detailed schedules by funding source which will identify the reporting requirements and deadlines for submission. Communication of reporting due dates to appropriate NTU financial and programmatic personnel will be improved. This will help ensure all financial and administrative reports are submitted in a timely manner. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-014 – Late Submission of Annual Federal Reporting Package Federal Program Information: Funding Agency: All major programs Title: All major programs Assistance Listing Number: All major programs Award Period: June 1, 2022 – May 31, 2023 Criteria: 2 CFR 200.512 requires that the annual federal reporting package including the data collection form be submitted within nine months after the end of the audit period. Condition: NTU did not submit the annual federal reporting package within nine months after May 31, 2023. Questioned Costs: None Context: The annual federal reporting package for the year ended May 31, 2023. Cause and Effect: Internal controls were not designed and implemented to the annual federal reporting package was submitted within the timeframe required by OMB Uniform Guidance. Auditors’ Recommendation: NTU should improve internal controls to help ensure that general ledger balances are accurately reconciled and closed out shortly after year-end to help ensure the timely preparation and submission of the annual federal reporting package. Management’s Response: NTU experienced key personal turnover during which affected the start and completion of the audit. NTU has developed a comprehensive year-end financial close and annual federal reporting plan as part of this plan, NTU will ensure that financial accounting books and records are reconciled and closed in a timely manner prior to providing the final trial balance to the auditor. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024
2023-013 – Reporting Federal Program Information: Funding Agency: U.S. Department of Education Title: Tribally Controlled Postsecondary Career and Technical Institutions, Higher Education Emergency Relief Fund (HEERF), Indian Post Secondary Schools Assistance Listing Number: 84.245 and 84.425 Award Period: June 1, 2022 – May 31, 2023 Criteria: Internal controls must be in place to ensure performance and financial reporting requirements for federal award programs are met Condition: During our assessment of reporting requirements, we found the following: Tribally Controlled Postsecondary Career and Technical Institutions – • The annual performance report for the Tribally Controlled Postsecondary Career and Technical Institutions was not available for review at the time of fieldwork. Higher Education Emergency Relief Fund (HERF) – • The annual performance for HEERF was not available for review at the time of fieldwork. Indian Post Secondary Schools – • Two of two quarterly SF-425 were not available for our review at the time of fieldwork. Questioned Costs: None Context: One of one annual performance report required for the Tribally Controlled Postsecondary Career and Technical Institutions, one of one annual performance reports required by the HEERF program, two of four quarterly SF-425 reports required by the Indian Post Secondary Schools. Cause and Effect: Internal controls were not designed and implemented to ensure reporting requirements were met. NTU did not comply with OMB Uniform Guidance related to reporting for these programs. Auditors’ Recommendation: Establish formal reporting procedures to ensure compliance with federal reporting requirements. Management’s Response: Formal policies and procedures for grants reporting will be developed by NTU. NTU is developing a master file that will have a detailed schedules by funding source which will identify the reporting requirements and deadlines for submission. Communication of reporting due dates to appropriate NTU financial and programmatic personnel will be improved. This will help ensure all financial and administrative reports are submitted in a timely manner. Responsible Party: Beverly Miller, Accounting Manager and Harshwal & Company, LLC Anticipated Completion: July 2024