Audit 317029

FY End
2020-06-30
Total Expended
$144.97M
Findings
4
Programs
2
Year: 2020 Accepted: 2024-08-12
Auditor: Kpmg LLP

Organization Exclusion Status:

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Findings

ID Ref Severity Repeat Requirement
480924 2020-008 Material Weakness Yes ABGHL
480925 2020-009 Material Weakness Yes P
1057366 2020-008 Material Weakness Yes ABGHL
1057367 2020-009 Material Weakness Yes P

Contacts

Name Title Type
EHNKJMN3LNZ7 Juan Carlos Adrover Auditee
7875214508 Luis A. Perez Auditor
No contacts on file

Notes to SEFA

Title: Basis of Presentation Accounting Policies: The amounts reported in the accompanying Schedule do not necessarily agree with the amounts reported in the statement of revenues, expenses and changes in net position (deficit). Expenditures are recognized following cost principles contained in the Uniform Guidance, wherein certain types of expenditures are not allowable or are limited as to reimbursement. The Authority receives Capitalization Grants for Clean Water State Revolving Funds on a reimbursement basis. Expenditures for Public Assistance grants (FEMA) are recognized in the periods when: (1) FEMA has approved the Project Worksheet (“PW”), and (2) eligible expenditures are incurred. Federal awards expended in years subsequent to the fiscal year in which the PW is approved are to be recorded on the Authority’s SEFA in those subsequent years. The categorization of expenditures by program included in the Schedule is based upon the Catalog of Federal Domestic Assistance (“CFDA”) as required by the Uniform Guidance. De Minimis Rate Used: N Rate Explanation: The auditee used the amount permitted as a subrecipient, which is 5%. The accompanying schedule of expenditures of federal awards (the “Schedule”) includes the federal award activities of the Puerto Rico Electric Power Authority (the “Authority”) under programs of the Federal government for the fiscal year ended June 30, 2021. The information in this Schedule is presented in accordance with the requirements of Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). Because the Schedule presents only a selected portion of the operations of the Authority, it is not intended to and does not present the financial position, changes in net position, or cash flows of the Authority.
Title: Summary of Significant Accounting Policies Accounting Policies: The amounts reported in the accompanying Schedule do not necessarily agree with the amounts reported in the statement of revenues, expenses and changes in net position (deficit). Expenditures are recognized following cost principles contained in the Uniform Guidance, wherein certain types of expenditures are not allowable or are limited as to reimbursement. The Authority receives Capitalization Grants for Clean Water State Revolving Funds on a reimbursement basis. Expenditures for Public Assistance grants (FEMA) are recognized in the periods when: (1) FEMA has approved the Project Worksheet (“PW”), and (2) eligible expenditures are incurred. Federal awards expended in years subsequent to the fiscal year in which the PW is approved are to be recorded on the Authority’s SEFA in those subsequent years. The categorization of expenditures by program included in the Schedule is based upon the Catalog of Federal Domestic Assistance (“CFDA”) as required by the Uniform Guidance. De Minimis Rate Used: N Rate Explanation: The auditee used the amount permitted as a subrecipient, which is 5%. The amounts reported in the accompanying Schedule do not necessarily agree with the amounts reported in the statement of revenues, expenses and changes in net position (deficit). Expenditures are recognized following cost principles contained in the Uniform Guidance, wherein certain types of expenditures are not allowable or are limited as to reimbursement. The Authority receives Capitalization Grants for Clean Water State Revolving Funds on a reimbursement basis. Expenditures for Public Assistance grants (FEMA) are recognized in the periods when: (1) FEMA has approved the Project Worksheet (“PW”), and (2) eligible expenditures are incurred. Federal awards expended in years subsequent to the fiscal year in which the PW is approved are to be recorded on the Authority’s SEFA in those subsequent years. The categorization of expenditures by program included in the Schedule is based upon the Catalog of Federal Domestic Assistance (“CFDA”) as required by the Uniform Guidance.
Title: Indirect Cost Rate Accounting Policies: The amounts reported in the accompanying Schedule do not necessarily agree with the amounts reported in the statement of revenues, expenses and changes in net position (deficit). Expenditures are recognized following cost principles contained in the Uniform Guidance, wherein certain types of expenditures are not allowable or are limited as to reimbursement. The Authority receives Capitalization Grants for Clean Water State Revolving Funds on a reimbursement basis. Expenditures for Public Assistance grants (FEMA) are recognized in the periods when: (1) FEMA has approved the Project Worksheet (“PW”), and (2) eligible expenditures are incurred. Federal awards expended in years subsequent to the fiscal year in which the PW is approved are to be recorded on the Authority’s SEFA in those subsequent years. The categorization of expenditures by program included in the Schedule is based upon the Catalog of Federal Domestic Assistance (“CFDA”) as required by the Uniform Guidance. De Minimis Rate Used: N Rate Explanation: The auditee used the amount permitted as a subrecipient, which is 5%. The Authority elected not to use the ten (10) percent de minis indirect cost rate as discussed in Section 200.414 of the Uniform Guidance. For the federal programs where the Authority claims indirect costs, the Authority’s use five (5) percent for indirect cost rates.
Title: Program Costs / Matching Contribution Accounting Policies: The amounts reported in the accompanying Schedule do not necessarily agree with the amounts reported in the statement of revenues, expenses and changes in net position (deficit). Expenditures are recognized following cost principles contained in the Uniform Guidance, wherein certain types of expenditures are not allowable or are limited as to reimbursement. The Authority receives Capitalization Grants for Clean Water State Revolving Funds on a reimbursement basis. Expenditures for Public Assistance grants (FEMA) are recognized in the periods when: (1) FEMA has approved the Project Worksheet (“PW”), and (2) eligible expenditures are incurred. Federal awards expended in years subsequent to the fiscal year in which the PW is approved are to be recorded on the Authority’s SEFA in those subsequent years. The categorization of expenditures by program included in the Schedule is based upon the Catalog of Federal Domestic Assistance (“CFDA”) as required by the Uniform Guidance. De Minimis Rate Used: N Rate Explanation: The auditee used the amount permitted as a subrecipient, which is 5%. Amounts shown as current year expenses represent only the federal grant portion of the program costs. Entire program costs, including the Authority’s portion, may be greater than those shown.
Title: Federal Loans or Loan Guarantees Accounting Policies: The amounts reported in the accompanying Schedule do not necessarily agree with the amounts reported in the statement of revenues, expenses and changes in net position (deficit). Expenditures are recognized following cost principles contained in the Uniform Guidance, wherein certain types of expenditures are not allowable or are limited as to reimbursement. The Authority receives Capitalization Grants for Clean Water State Revolving Funds on a reimbursement basis. Expenditures for Public Assistance grants (FEMA) are recognized in the periods when: (1) FEMA has approved the Project Worksheet (“PW”), and (2) eligible expenditures are incurred. Federal awards expended in years subsequent to the fiscal year in which the PW is approved are to be recorded on the Authority’s SEFA in those subsequent years. The categorization of expenditures by program included in the Schedule is based upon the Catalog of Federal Domestic Assistance (“CFDA”) as required by the Uniform Guidance. De Minimis Rate Used: N Rate Explanation: The auditee used the amount permitted as a subrecipient, which is 5%. The Authority participates in the loan and loan guarantee program from the U.S. Environmental Protection Agency’s (EPA) Capitalization Grants for Clean Water State Revolving Funds. Transactions relating to these loans and guarantee programs are included in the Authority’s basic financial statements. During fiscal year 2020, the Authority borrowed from PR Infrastructure Financing Authority an additional $1.6 million under a revolving line of credit of approximately $27 million to finance improvements to the Aguirre Power Complex Water Supply and the San Juan Waste Water Treatment Plant, with a maturity date of 20 years after the construction completion date, and an effective interest of 2%. As of the date of these financial statements, the projects’ construction completion date is estimated to be March of 2024; the outstanding balance of the revolving line of credit as of June 30, 2020, is approximately $14.2 million and its estimated maturity date is March of 2044. The increase in the loan amount resulted from the reimbursement of costs incurred by the Authority during prior and current fiscal years.

Finding Details

Criteria Per 2 CFR 200.302 (b)(7) a non-federal entity must establish written procedures for determining the allowability of costs in accordance with Subpart E – Cost Principles and the terms and conditions of the Federal award. Per 2 CFR 200.303, a non-Federal entity must establish and maintain effective internal control over the Federal award that provides reasonable assurance that the non-Federal entity is managing the Federal award in compliance with the Federal statutes, regulations, and the terms and conditions of the Federal award. These internal controls should be in compliance with guidance in “Standards for Internal Control in the Federal Government” issued by the Comptroller General of the United States or the “Internal Control Integrated Framework”, issued by the Committee of Sponsoring Organizations of the Treadway Commission (COSO). Article 12 of the Act 83 of May 2, 1941, as amended, establishes that the Authority must have an accounting system that provides for adequate control and statistical records of all income and expenses from, administered or controlled by the Authority. Condition and Context During our review of the internal controls over compliance, we noted that the following: • Authority did not have written procedures or formal policies to ensure compliance over the Allowable Costs and Cost Principles, Period of Performance, Matching and Reporting requirements. • During our test work over internal controls over compliance for activities allowed and cost principles requirements, we noted that the Authority implemented a system of compiling the relevant data elements, including allowed expenditures for all projects. However, there was no control addressing the completeness and accuracy of the allowed expenditures. Cause and Possible Asserted Effect Management did not establish proper internal controls to ensure compliance with Federal statutes, regulations, and the terms and conditions of the Federal awards. Absence of formal policies and procedures could cause the Authority to fall in noncompliance with federal awards. Also, the Authority’s processes and controls are not designed to ensure proper review of supporting documentation to meet the compliance requirements of the Federal Grant. Not having formal processes and controls caused that in multiple occasions the Grantor returned claims submitted due to lack of support documentation. Questioned Cost There were no questioned costs associated with the finding. Whether the Sampling was a Statistically Valid Sample The sample was not intended to be, and was not, a statistically valid sample. Prior Year Repeat Finding A similar finding was reported in the prior year’s audit as finding 2019-008. Recommendation Management must establish written procedures and formal policies to ensure compliance with Federal statutes, regulations, and the terms and conditions of the Federal awards. View of Responsible Officials Management acknowledges the findings and has implemented a corrective action plan to enhance compliance with Federal awards. This plan includes developing Standard Operating Procedures (SOPs) for grant management activities, identifying, and documenting existing internal controls, and maintaining constant communication with stakeholders to prevent material non-compliance. Additionally, PREPA will provide training to staff on the new SOPs and establish a monitoring mechanism to continuously assess and improve the effectiveness of these controls. The corrective action plan, supervised by Mr. Ezequiel Nieves from the PREPA Disaster Funding Management Office, is expected to be completed by July 2025. Management is committed to addressing deficiencies, ensuring that processes and controls are robust and effective, and that Federal awards are managed transparently and in full compliance with all regulatory requirements. The estimated date of completion is expected to be in July 2025. Responsible Party - Mr. Ezequiel Nieves - PREPA Disaster Funding Management Office, Finance Department. Effective June 1, 2021, the Authority transitioned the management and operation of its transmission and distribution network as well as certain back- office functions, including billing, collections and accounting, to a third party. The third-party operator is reviewing operating procedures and controls within its responsibilities to make the necessary improvements. Management will work to address these findings with the assistance of the third-party operators, where applicable. Also, effective July 1, 2023, the Authority transitioned the management and operation of its generation assets as well as certain back- office functions to a third party. The third-party operator is reviewing operating procedures and controls within its responsibilities to make the necessary improvements. In addition, the Authority will also be implementing and monitoring corrective actions taken by the new generation segment operator.
Criteria For disaster grants funded by the U.S. Department of Homeland Security – Federal Emergency Management Agency (FEMA), nonfederal entities must record expenditures on the schedule of expenditures of federal awards (SEFA) when 1) FEMA has approved the nonfederal entity’s Project Worksheet (PW) and 2) when the nonfederal entity has incurred eligible expenditures. Federal awards expended in years subsequent to the fiscal year in which the PW is approved are to be recorded on the nonfederal entity’s SEFA in those subsequent years. Additionally, internal control standards require that management maintain internal controls over business processes to reduce the risk of a material misstatement occurring in their financial statements and not being detected by management in a timely manner. Strong internal controls establish a control environment that is less susceptible to error and fraud. Condition and Context As a result of our audit procedures, the engagement team identified $115 million of expenditures not properly reported in the SEFA for the fiscal year ended June 30, 2020. Amounts in the SEFA were corrected by management. Cause and Possible Asserted Effect The cause of these errors was a lack of established controls in place to ensure that the SEFA is complete and accurate. Sampling The sample was not intended to be, and was not, a statistically valid sample. Questioned Cost There were no questioned costs associated with the finding. Repeat Finding A similar finding was reported in the prior year’s audit as finding 2019-009. Recommendation We recommend that the Authority establish policies and procedures to ensure that SEFA is complete and accurate and that it includes expenditures when 1) FEMA has approved the nonfederal entity’s Project Worksheet (PW) and 2) when the nonfederal entity has incurred eligible expenditures. Views of Responsible Officials Management acknowledges the findings and has implemented a corrective action plan to develop Standard Operating Procedures (SOPs) for current Grant management activities in order to assure that only expenditures incurred in each approved Project Worksheet (PW) that are not subsequently disallowed by the Federal Agency are included in the SEFA. Effective June 1, 2021, the Authority transitioned the management and operation of its transmission and distribution network as well as certain back- office functions, including billing, collections and accounting, to a third party. The third-party operator is reviewing operating procedures and controls within its responsibilities to make the necessary improvements. Management will work to address these findings with the assistance of the third-party operators, where applicable. Also, effective July 1, 2023, the Authority transitioned the management and operation of its generation assets as well as certain back- office functions to a third party. The third-party operator is reviewing operating procedures and controls within its responsibilities to make the necessary improvements. In addition, the Authority will also be implementing and monitoring corrective actions taken by the new generation segment operator. The estimated date of completion is expected to be in July 2025. Responsible Party - Mr. Juan Carlos Adrover - PREPA Comptroller
Criteria Per 2 CFR 200.302 (b)(7) a non-federal entity must establish written procedures for determining the allowability of costs in accordance with Subpart E – Cost Principles and the terms and conditions of the Federal award. Per 2 CFR 200.303, a non-Federal entity must establish and maintain effective internal control over the Federal award that provides reasonable assurance that the non-Federal entity is managing the Federal award in compliance with the Federal statutes, regulations, and the terms and conditions of the Federal award. These internal controls should be in compliance with guidance in “Standards for Internal Control in the Federal Government” issued by the Comptroller General of the United States or the “Internal Control Integrated Framework”, issued by the Committee of Sponsoring Organizations of the Treadway Commission (COSO). Article 12 of the Act 83 of May 2, 1941, as amended, establishes that the Authority must have an accounting system that provides for adequate control and statistical records of all income and expenses from, administered or controlled by the Authority. Condition and Context During our review of the internal controls over compliance, we noted that the following: • Authority did not have written procedures or formal policies to ensure compliance over the Allowable Costs and Cost Principles, Period of Performance, Matching and Reporting requirements. • During our test work over internal controls over compliance for activities allowed and cost principles requirements, we noted that the Authority implemented a system of compiling the relevant data elements, including allowed expenditures for all projects. However, there was no control addressing the completeness and accuracy of the allowed expenditures. Cause and Possible Asserted Effect Management did not establish proper internal controls to ensure compliance with Federal statutes, regulations, and the terms and conditions of the Federal awards. Absence of formal policies and procedures could cause the Authority to fall in noncompliance with federal awards. Also, the Authority’s processes and controls are not designed to ensure proper review of supporting documentation to meet the compliance requirements of the Federal Grant. Not having formal processes and controls caused that in multiple occasions the Grantor returned claims submitted due to lack of support documentation. Questioned Cost There were no questioned costs associated with the finding. Whether the Sampling was a Statistically Valid Sample The sample was not intended to be, and was not, a statistically valid sample. Prior Year Repeat Finding A similar finding was reported in the prior year’s audit as finding 2019-008. Recommendation Management must establish written procedures and formal policies to ensure compliance with Federal statutes, regulations, and the terms and conditions of the Federal awards. View of Responsible Officials Management acknowledges the findings and has implemented a corrective action plan to enhance compliance with Federal awards. This plan includes developing Standard Operating Procedures (SOPs) for grant management activities, identifying, and documenting existing internal controls, and maintaining constant communication with stakeholders to prevent material non-compliance. Additionally, PREPA will provide training to staff on the new SOPs and establish a monitoring mechanism to continuously assess and improve the effectiveness of these controls. The corrective action plan, supervised by Mr. Ezequiel Nieves from the PREPA Disaster Funding Management Office, is expected to be completed by July 2025. Management is committed to addressing deficiencies, ensuring that processes and controls are robust and effective, and that Federal awards are managed transparently and in full compliance with all regulatory requirements. The estimated date of completion is expected to be in July 2025. Responsible Party - Mr. Ezequiel Nieves - PREPA Disaster Funding Management Office, Finance Department. Effective June 1, 2021, the Authority transitioned the management and operation of its transmission and distribution network as well as certain back- office functions, including billing, collections and accounting, to a third party. The third-party operator is reviewing operating procedures and controls within its responsibilities to make the necessary improvements. Management will work to address these findings with the assistance of the third-party operators, where applicable. Also, effective July 1, 2023, the Authority transitioned the management and operation of its generation assets as well as certain back- office functions to a third party. The third-party operator is reviewing operating procedures and controls within its responsibilities to make the necessary improvements. In addition, the Authority will also be implementing and monitoring corrective actions taken by the new generation segment operator.
Criteria For disaster grants funded by the U.S. Department of Homeland Security – Federal Emergency Management Agency (FEMA), nonfederal entities must record expenditures on the schedule of expenditures of federal awards (SEFA) when 1) FEMA has approved the nonfederal entity’s Project Worksheet (PW) and 2) when the nonfederal entity has incurred eligible expenditures. Federal awards expended in years subsequent to the fiscal year in which the PW is approved are to be recorded on the nonfederal entity’s SEFA in those subsequent years. Additionally, internal control standards require that management maintain internal controls over business processes to reduce the risk of a material misstatement occurring in their financial statements and not being detected by management in a timely manner. Strong internal controls establish a control environment that is less susceptible to error and fraud. Condition and Context As a result of our audit procedures, the engagement team identified $115 million of expenditures not properly reported in the SEFA for the fiscal year ended June 30, 2020. Amounts in the SEFA were corrected by management. Cause and Possible Asserted Effect The cause of these errors was a lack of established controls in place to ensure that the SEFA is complete and accurate. Sampling The sample was not intended to be, and was not, a statistically valid sample. Questioned Cost There were no questioned costs associated with the finding. Repeat Finding A similar finding was reported in the prior year’s audit as finding 2019-009. Recommendation We recommend that the Authority establish policies and procedures to ensure that SEFA is complete and accurate and that it includes expenditures when 1) FEMA has approved the nonfederal entity’s Project Worksheet (PW) and 2) when the nonfederal entity has incurred eligible expenditures. Views of Responsible Officials Management acknowledges the findings and has implemented a corrective action plan to develop Standard Operating Procedures (SOPs) for current Grant management activities in order to assure that only expenditures incurred in each approved Project Worksheet (PW) that are not subsequently disallowed by the Federal Agency are included in the SEFA. Effective June 1, 2021, the Authority transitioned the management and operation of its transmission and distribution network as well as certain back- office functions, including billing, collections and accounting, to a third party. The third-party operator is reviewing operating procedures and controls within its responsibilities to make the necessary improvements. Management will work to address these findings with the assistance of the third-party operators, where applicable. Also, effective July 1, 2023, the Authority transitioned the management and operation of its generation assets as well as certain back- office functions to a third party. The third-party operator is reviewing operating procedures and controls within its responsibilities to make the necessary improvements. In addition, the Authority will also be implementing and monitoring corrective actions taken by the new generation segment operator. The estimated date of completion is expected to be in July 2025. Responsible Party - Mr. Juan Carlos Adrover - PREPA Comptroller