Audit 33736

FY End
2022-06-30
Total Expended
$7.72M
Findings
4
Programs
12
Organization: City of Whittier (CA)
Year: 2022 Accepted: 2023-03-29
Auditor: Eide Bailly LLP

Organization Exclusion Status:

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Findings

ID Ref Severity Repeat Requirement
28614 2022-001 Material Weakness Yes L
28615 2022-001 Material Weakness Yes L
605056 2022-001 Material Weakness Yes L
605057 2022-001 Material Weakness Yes L

Contacts

Name Title Type
P7W4FREEPHZ3 Alice Hui Auditee
5625679836 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 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 elected not to use the 10-percent de minimis indirect cost rate allowed under the Uniform Guidance.

Finding Details

Program: COVID-19 - Coronavirus State and Local Fiscal Recovery Funds CFDA No.: 21.027 Federal Agency: U.S. Department of Treasury Passed-through: California State Water Boards Award Year: 2021 Grant Award Number: CA1910173 Compliance Requirements: Reporting Type of Finding: Material Noncompliance and Material Weakness 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 (SLFRF) 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. 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 SLFRF 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 SLFRF funding. As a result, the first two reporting requirements noted above (Interim Report and Project and Expenditure Report) are applicable. Condition: Of the three reports selected for testing, we noted the following: Project and Expenditure Report ? We noted the total cumulative project expenditures reported on the June 30, 2022, Project and Expenditure Report totaled $3,603,499. However, we noted the City?s cumulative expenditures reported on the June 30, 2021 and June 30, 2022 Schedule of Expenditures of Federal Awards received directly from the US Treasury totaled $1,072,313. The difference of $2,531,186 is due to the City reporting an incorrect amount of expenditures on the Project and Expenditure Report attributed to the Coronavirus State and Local Fiscal Recovery Funds program. The City has subsequently corrected the Project and Expenditure Report, beginning with the September 30, 2022 report. We obtained the September 30, 2022 report and agreed the total expenditures reported to the June 30, 2021 and June 30, 2022 Schedule of Expenditures of Federal Awards without exception. Cause: Management did not have established policies and procedures in place for the preparation and review of the quarterly reports. For the quarterly report, management did not maintain documentation supporting the actual expenditures charged to the program. Effect: The City?s periodic Project and Expenditure Report reports did not report accurate actual program expenditures for the period March 3, 2021 through June 30, 2022. Program expenditures reported were $$3,603,499; however, total actual expenditures for this period were approximately $1,072,313. Questioned Costs: None. Context/Sampling: A nonstatistical sample of three reports out of three reports were selected for testing. Repeat Finding from Prior Year(s): Yes. See 2021-005
Program: COVID-19 - Coronavirus State and Local Fiscal Recovery Funds CFDA No.: 21.027 Federal Agency: U.S. Department of Treasury Passed-through: California State Water Boards Award Year: 2021 Grant Award Number: CA1910173 Compliance Requirements: Reporting Type of Finding: Material Noncompliance and Material Weakness 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 (SLFRF) 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. 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 SLFRF 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 SLFRF funding. As a result, the first two reporting requirements noted above (Interim Report and Project and Expenditure Report) are applicable. Condition: Of the three reports selected for testing, we noted the following: Project and Expenditure Report ? We noted the total cumulative project expenditures reported on the June 30, 2022, Project and Expenditure Report totaled $3,603,499. However, we noted the City?s cumulative expenditures reported on the June 30, 2021 and June 30, 2022 Schedule of Expenditures of Federal Awards received directly from the US Treasury totaled $1,072,313. The difference of $2,531,186 is due to the City reporting an incorrect amount of expenditures on the Project and Expenditure Report attributed to the Coronavirus State and Local Fiscal Recovery Funds program. The City has subsequently corrected the Project and Expenditure Report, beginning with the September 30, 2022 report. We obtained the September 30, 2022 report and agreed the total expenditures reported to the June 30, 2021 and June 30, 2022 Schedule of Expenditures of Federal Awards without exception. Cause: Management did not have established policies and procedures in place for the preparation and review of the quarterly reports. For the quarterly report, management did not maintain documentation supporting the actual expenditures charged to the program. Effect: The City?s periodic Project and Expenditure Report reports did not report accurate actual program expenditures for the period March 3, 2021 through June 30, 2022. Program expenditures reported were $$3,603,499; however, total actual expenditures for this period were approximately $1,072,313. Questioned Costs: None. Context/Sampling: A nonstatistical sample of three reports out of three reports were selected for testing. Repeat Finding from Prior Year(s): Yes. See 2021-005
Program: COVID-19 - Coronavirus State and Local Fiscal Recovery Funds CFDA No.: 21.027 Federal Agency: U.S. Department of Treasury Passed-through: California State Water Boards Award Year: 2021 Grant Award Number: CA1910173 Compliance Requirements: Reporting Type of Finding: Material Noncompliance and Material Weakness 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 (SLFRF) 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. 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 SLFRF 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 SLFRF funding. As a result, the first two reporting requirements noted above (Interim Report and Project and Expenditure Report) are applicable. Condition: Of the three reports selected for testing, we noted the following: Project and Expenditure Report ? We noted the total cumulative project expenditures reported on the June 30, 2022, Project and Expenditure Report totaled $3,603,499. However, we noted the City?s cumulative expenditures reported on the June 30, 2021 and June 30, 2022 Schedule of Expenditures of Federal Awards received directly from the US Treasury totaled $1,072,313. The difference of $2,531,186 is due to the City reporting an incorrect amount of expenditures on the Project and Expenditure Report attributed to the Coronavirus State and Local Fiscal Recovery Funds program. The City has subsequently corrected the Project and Expenditure Report, beginning with the September 30, 2022 report. We obtained the September 30, 2022 report and agreed the total expenditures reported to the June 30, 2021 and June 30, 2022 Schedule of Expenditures of Federal Awards without exception. Cause: Management did not have established policies and procedures in place for the preparation and review of the quarterly reports. For the quarterly report, management did not maintain documentation supporting the actual expenditures charged to the program. Effect: The City?s periodic Project and Expenditure Report reports did not report accurate actual program expenditures for the period March 3, 2021 through June 30, 2022. Program expenditures reported were $$3,603,499; however, total actual expenditures for this period were approximately $1,072,313. Questioned Costs: None. Context/Sampling: A nonstatistical sample of three reports out of three reports were selected for testing. Repeat Finding from Prior Year(s): Yes. See 2021-005
Program: COVID-19 - Coronavirus State and Local Fiscal Recovery Funds CFDA No.: 21.027 Federal Agency: U.S. Department of Treasury Passed-through: California State Water Boards Award Year: 2021 Grant Award Number: CA1910173 Compliance Requirements: Reporting Type of Finding: Material Noncompliance and Material Weakness 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 (SLFRF) 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. 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 SLFRF 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 SLFRF funding. As a result, the first two reporting requirements noted above (Interim Report and Project and Expenditure Report) are applicable. Condition: Of the three reports selected for testing, we noted the following: Project and Expenditure Report ? We noted the total cumulative project expenditures reported on the June 30, 2022, Project and Expenditure Report totaled $3,603,499. However, we noted the City?s cumulative expenditures reported on the June 30, 2021 and June 30, 2022 Schedule of Expenditures of Federal Awards received directly from the US Treasury totaled $1,072,313. The difference of $2,531,186 is due to the City reporting an incorrect amount of expenditures on the Project and Expenditure Report attributed to the Coronavirus State and Local Fiscal Recovery Funds program. The City has subsequently corrected the Project and Expenditure Report, beginning with the September 30, 2022 report. We obtained the September 30, 2022 report and agreed the total expenditures reported to the June 30, 2021 and June 30, 2022 Schedule of Expenditures of Federal Awards without exception. Cause: Management did not have established policies and procedures in place for the preparation and review of the quarterly reports. For the quarterly report, management did not maintain documentation supporting the actual expenditures charged to the program. Effect: The City?s periodic Project and Expenditure Report reports did not report accurate actual program expenditures for the period March 3, 2021 through June 30, 2022. Program expenditures reported were $$3,603,499; however, total actual expenditures for this period were approximately $1,072,313. Questioned Costs: None. Context/Sampling: A nonstatistical sample of three reports out of three reports were selected for testing. Repeat Finding from Prior Year(s): Yes. See 2021-005