Audit 31818

FY End
2022-06-30
Total Expended
$10.72M
Findings
2
Programs
5
Organization: City of Temecula (CA)
Year: 2022 Accepted: 2023-03-29
Auditor: Eide Bailly LLP

Organization Exclusion Status:

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Findings

ID Ref Severity Repeat Requirement
30235 2022-001 Significant Deficiency - L
606677 2022-001 Significant Deficiency - L

Contacts

Name Title Type
F2GZFYJMPWG6 Brigitta Bartha Auditee
9516933937 David Showalter Auditor
No contacts on file

Notes to SEFA

Accounting Policies: The accompanying schedule of expenditures of federal awards (the Schedule) includes the federal award activity of the City under programs of the federal government for the year ended June 30, 2022. 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 City, it is not intended to and does not present the financial position, changes in net position, or cash flows of the City. Expenditures reported in the schedule are reported on the modified accrual basis of accounting, except for subrecipient expenditures, which are recorded on the cash basis. When applicable, such expenditures are recognized following the cost principles contained in the Uniform Guidance, wherein certain types of expenditures are not allowable or are limited as to reimbursement. De Minimis Rate Used: N Rate Explanation: The City has not elected to use the 10-percent de minimis indirect cost rate.

Finding Details

Program: COVID-19 ? Coronavirus State and Local Fiscal Recovery Funds Financial Assistance Listing Number: 21.027 Federal Agency: U.S. Department of Treasury Award Year: 2021 Grant Award Number: N/A Compliance Requirements: Reporting Type of Finding: Instance of Noncompliance, Significant Deficiency in Internal Control over Compliance Criteria: In accordance with the 2022 Compliance Supplement, there are three types of reporting requirements for the Coronavirus State and Local Fiscal Recovery Funds (CSLFRF) program: 1. Interim Report: Provides initial overview of status and uses of funding. The interim report will include a recipient?s expenditures through July 31, 2021 by category and at the summary level. The reporting requirements vary by type of recipient, the total allocation amount, and the date which the recipient first received its allocation. For the City, this is a one-time report and was due no later than October 25, 2021 (60 days after the receipt of first allocation). 2. Project and Expenditure Report: Report on financial data, projects funded, expenditures, and contracts and subawards over $50,000, and other information. Project and Expenditure Reports are due on a regular, recurring basis after the Interim Reports. The reporting frequency and deadlines vary by type of recipient and total allocation amount. 3. Recovery Plan Performance Report: The Recovery Plan Performance Report (the ?Recovery Plan?) will provide information on the projects that large recipients are undertaking with program funding and how they plan to ensure program outcomes are achieved in an effective, efficient, and equitable manner. It will include key performance indicators identified by the recipient and some mandatory indicators identified by Treasury. The Recovery Plan will be posted on the website of the recipient as well as provided to Treasury. For the City, this report is not required. The reporting threshold is based on the total allocation expected under the CSLFRF program, not the funds received by the recipient as of the time of reporting. Reporting requirements include which reports a recipient must file, the frequency at which the recipient must report, the covered period of reporting, and the report deadlines. Reporting requirements for each type and size of recipient can be found in Part 2, Section B of the Compliance and Reporting Guidance. The City is considered a Tier 2 reporting entity due to having a population below 250,000 residents and being allocated more than $10 million in CSLFRF funding. As a result, the first two reporting requirements noted above (Interim Report and Project and Expenditure Report) are applicable. Condition: Of the four (4) reports selected for testing, we noted the following: 1. Interim Report ? a. For the one (1) interim report tested, we noted no evidence of management review prior to the submission of the Interim Report. We also noted that the City had reported total cumulative obligations in the amount of $36,366,744. However, as of the time of the submission of the interim report (9/17/2021), the City had not formally obligated the program funds. 2. Project and Expenditure Report ? a. For the three (3) quarterly and expenditure reports tested, we noted no evidence of management review prior to the submission of each project and expenditure report selected for testing. Cause: Management did not have established policies and procedures in place for the preparation and review of the Interim Report and the quarterly Project and Expenditure Reports. For the Interim Report, the City had erroneously reported the result of the City?s Revenue Loss Calculation as the total cumulative obligation balance. Effect: The City?s interim report did not report accurate cumulative obligations for the period March 3, 2021 through July 31, 2021. The City had erroneously reported the result of the City?s Revenue Loss Calculation as the total cumulative obligation balance. The City had formally obligated the use of program funding in October of 2021. Therefore, the cumulative obligation balance at the time the report was prepared should have been $0. Questioned Costs: None. Context/Sampling: A nonstatistical sample of four (4) reports out of four (4) reports were selected for testing. Repeat Finding from the Prior Year(s): No. Recommendation: We recommend the City implement formal policies and procedures for the reporting of Coronavirus State and Local Fiscal Recovery Funds. According to the Compliance and Reporting Guidance published by the US Department of the Treasury, all recipients of federal funds must complete financial, performance, and compliance reporting as required and outlined in Part 2 of the Guidance. Recipients should appropriately maintain accounting records for compiling and reporting accurate, compliant financial data, in accordance with appropriate accounting standards and principles. In addition, recipients need to establish internal controls, including establishing segregation of duties over the preparation and approval of reports, to ensure completion and timely submission of all mandatory performance and/or compliance reporting. View of Responsible Official and Planned Corrective Actions See separate corrective action plan.
Program: COVID-19 ? Coronavirus State and Local Fiscal Recovery Funds Financial Assistance Listing Number: 21.027 Federal Agency: U.S. Department of Treasury Award Year: 2021 Grant Award Number: N/A Compliance Requirements: Reporting Type of Finding: Instance of Noncompliance, Significant Deficiency in Internal Control over Compliance Criteria: In accordance with the 2022 Compliance Supplement, there are three types of reporting requirements for the Coronavirus State and Local Fiscal Recovery Funds (CSLFRF) program: 1. Interim Report: Provides initial overview of status and uses of funding. The interim report will include a recipient?s expenditures through July 31, 2021 by category and at the summary level. The reporting requirements vary by type of recipient, the total allocation amount, and the date which the recipient first received its allocation. For the City, this is a one-time report and was due no later than October 25, 2021 (60 days after the receipt of first allocation). 2. Project and Expenditure Report: Report on financial data, projects funded, expenditures, and contracts and subawards over $50,000, and other information. Project and Expenditure Reports are due on a regular, recurring basis after the Interim Reports. The reporting frequency and deadlines vary by type of recipient and total allocation amount. 3. Recovery Plan Performance Report: The Recovery Plan Performance Report (the ?Recovery Plan?) will provide information on the projects that large recipients are undertaking with program funding and how they plan to ensure program outcomes are achieved in an effective, efficient, and equitable manner. It will include key performance indicators identified by the recipient and some mandatory indicators identified by Treasury. The Recovery Plan will be posted on the website of the recipient as well as provided to Treasury. For the City, this report is not required. The reporting threshold is based on the total allocation expected under the CSLFRF program, not the funds received by the recipient as of the time of reporting. Reporting requirements include which reports a recipient must file, the frequency at which the recipient must report, the covered period of reporting, and the report deadlines. Reporting requirements for each type and size of recipient can be found in Part 2, Section B of the Compliance and Reporting Guidance. The City is considered a Tier 2 reporting entity due to having a population below 250,000 residents and being allocated more than $10 million in CSLFRF funding. As a result, the first two reporting requirements noted above (Interim Report and Project and Expenditure Report) are applicable. Condition: Of the four (4) reports selected for testing, we noted the following: 1. Interim Report ? a. For the one (1) interim report tested, we noted no evidence of management review prior to the submission of the Interim Report. We also noted that the City had reported total cumulative obligations in the amount of $36,366,744. However, as of the time of the submission of the interim report (9/17/2021), the City had not formally obligated the program funds. 2. Project and Expenditure Report ? a. For the three (3) quarterly and expenditure reports tested, we noted no evidence of management review prior to the submission of each project and expenditure report selected for testing. Cause: Management did not have established policies and procedures in place for the preparation and review of the Interim Report and the quarterly Project and Expenditure Reports. For the Interim Report, the City had erroneously reported the result of the City?s Revenue Loss Calculation as the total cumulative obligation balance. Effect: The City?s interim report did not report accurate cumulative obligations for the period March 3, 2021 through July 31, 2021. The City had erroneously reported the result of the City?s Revenue Loss Calculation as the total cumulative obligation balance. The City had formally obligated the use of program funding in October of 2021. Therefore, the cumulative obligation balance at the time the report was prepared should have been $0. Questioned Costs: None. Context/Sampling: A nonstatistical sample of four (4) reports out of four (4) reports were selected for testing. Repeat Finding from the Prior Year(s): No. Recommendation: We recommend the City implement formal policies and procedures for the reporting of Coronavirus State and Local Fiscal Recovery Funds. According to the Compliance and Reporting Guidance published by the US Department of the Treasury, all recipients of federal funds must complete financial, performance, and compliance reporting as required and outlined in Part 2 of the Guidance. Recipients should appropriately maintain accounting records for compiling and reporting accurate, compliant financial data, in accordance with appropriate accounting standards and principles. In addition, recipients need to establish internal controls, including establishing segregation of duties over the preparation and approval of reports, to ensure completion and timely submission of all mandatory performance and/or compliance reporting. View of Responsible Official and Planned Corrective Actions See separate corrective action plan.