Audit 339087

FY End
2023-12-31
Total Expended
$1.14M
Findings
6
Programs
1
Organization: Productive Alternatives, Inc. (MN)
Year: 2023 Accepted: 2025-01-21

Organization Exclusion Status:

Checking exclusion status...

Findings

ID Ref Severity Repeat Requirement
519843 2023-004 Material Weakness - B
519844 2023-005 Material Weakness - I
519845 2023-006 Material Weakness - I
1096285 2023-004 Material Weakness - B
1096286 2023-005 Material Weakness - I
1096287 2023-006 Material Weakness - I

Programs

ALN Program Spent Major Findings
20.509 Formula Grants for Rural Areas and Tribal Transit Program $1.14M Yes 3

Contacts

Name Title Type
WUFNT2LAGM11 Steve Skauge Auditee
2189985630 Kristin Schmidt Auditor
No contacts on file

Notes to SEFA

Title: BASIS OF PRESENTATION Accounting Policies: Expenditures reported on the Schedule are reported on the accrual basis of accounting. Such expenditures are recognized following the cost principles contained in the Uniform Guidance, wherein certain types of expenditures are not allowable or are limited as to reimbursement. Negative amounts shown on the Schedule represent adjustments or credits made in the normal course of business to amounts reported as expenditures in prior years. . The Organization did not have any payments to subrecipients during the year ended December 31, 2023. De Minimis Rate Used: N Rate Explanation: Productive Alternatives, Inc. has not elected to use the 10% de minimis indirect cost rate as allowed under the Uniform Guidance The accompanying schedule of expenditures of federal awards (the Schedule) includes the federal award activity of Productive Alternatives, Inc. under programs of the federal government for the year ended December 31, 2023. The information in this Schedule is presented in accordance with the requirements of 2 CFR Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). Because the Schedule presents only a selected portion of the operations of Productive Alternatives, Inc., it is not intended to and does not present the financial position, changes in net assets, or cash flows of Productive Alternatives, Inc.

Finding Details

Federal Agency: U.S. Department of Transportation Federal Program Title: Formula Grants for Rural Area and Tribal Transit Program AL Number: 20.509 Federal Award Identification Number and Year: MN-2021-036-01 Pass-Through Agency: Minnesota Department of Transportation Pass-Through Number(s): 1051353 Award Period: 1/1/2023-12/31/2023 Type of Finding: • Material Weakness in Internal Control over Compliance, Material Non-Compliance Criteria or specific requirement: A documented review process ensures that the cost and activity was allowable. Also, supporting evidence should be maintained to ensure budgeted allocations charged to the grant are reviewed after-the-fact to ensure accurate amounts are charged to the grant. Per CFR Part 200, (viii) Budget estimates (i.e., estimates determined before the services are performed) alone do not qualify as support for charges to Federal awards, but may be used for interim accounting purposes, provided that: (A) the system for establishing the estimates produces reasonable approximations of the activity actually performed; (B) significant changes in the corresponding work activity (as defined by the non-Federal entity's written policies) are identified and entered into the records in a timely manner. Short term (such as one or two months) fluctuation between workload categories need not be considered as long as the distribution of salaries and wages is reasonable over the longer term; and (C) the non-Federal entity's system of internal controls includes processes to review after-the-fact interim charges made to a Federal awards based on budget estimates. All necessary adjustment must be made such that the final amount charged to the Federal award is accurate, allowable, and properly allocated. Condition: During our testing of payroll disbursements we noted the Organization did not retain support to show after-the-fact review of budgeted payroll charged to the grant to show allocation charged to the grant was accurate. During our testing of general disbursements, we noted the Organization was missing documentation to support the approval of a general disbursements by someone knowledgeable with the grant. Questioned costs: $2,836 Context: One of the 40 allowable cost transactions did not have support for review of the costs charge to the grant. Five of the 40 allowable cost transactions selected for testing did not have adequate support to show the budgeted charge allocated to the grant was reviewed after-the-fact to support the allocation was accurate. Sampling was a statistically valid sample. Cause: Management did not have documented approval of allowable costs by someone familiar with the grant. Management did not perform after-the-fact review of budgeted payroll costs allocated to the grant to ensure the costs were accurate and properly allocated. Effect: Inaccurate amounts of funds could be charged to the grant. Repeat finding: This is not a repeat finding. Recommendation: The Organization should ensure proper documentation is retained to support the approval of allowable costs by someone knowledgeable of the grant and its guidelines. The Organization should reconcile the budgeted payroll allocation charged to the grant after-the-fact to actual work performed to ensure the allocation accurately reflected. Views of responsible officials and planned corrective actions: There are no disagreements with the audit finding. The Organization will ensure moving forward that proper support is retained for allowable costs charged to the grant budgeted amounts are reconciled to after-the fact actual amounts.
Federal Agency: U.S. Department of Transportation Federal Program Title: Formula Grants for Rural Area and Tribal Transit Program AL Number: 20.509 Federal Award Identification Number and Year: MN-2021-036-01 Pass-Through Agency: Minnesota Department of Transportation Pass-Through Number(s): 1051353 Award Period: 1/1/2023-12/31/2023 Type of Finding: • Material Weakness in Internal Control over Compliance, Material Noncompliance Criteria or specific requirement: Non-federal entities other than states, including those operating federal programs as subrecipients of states, must follow the procurement standards set out at 2 CFR sections 200.318 through 200.326. They must use their own documented procurement procedures, which reflect applicable state and local laws and regulations, provided that the procurements conform to applicable federal statutes and the procurement requirements identified in 2 CFR Part 200. Non-federal entities should also follow any state procurement requirements as well. Condition: During our testing we noted the Organization did not apply any procurement procedures for five small purchases and one competitive proposal as they did not perform nor retain adequate documentation in accordance with Uniform Guidance and state requirements. Questioned costs: Unknown Context: Six out of the six procurement selections did not have any procurement procedures followed for a total of $722,948. Cause: Vendors in place had been procured in prior years, before current management assumed operations. Current management was unable to verify if the policies were followed. Effect: Potential effect of noncompliance with Uniform Guidance when procuring goods and services for expenditures over federal awards. Repeat finding: This is not a repeat finding. Recommendation: The Organization should review 2 CFR sections 200.318 through 200.326 requirements for procurement. The Organization should ensure documents are retained to support whether procurement policies were followed for vendors procured in years past. Views of responsible officials and planned corrective actions: There are no disagreements with the audit finding. The Organization will review the procurement standards as well as ensure documents are retained to support whether procurement policies were followed.
Federal Agency: U.S. Department of Transportation Federal Program Title: Formula Grants for Rural Area and Tribal Transit Program AL Number: 20.509 Federal Award Identification Number and Year: MN-2021-036-01 Pass-Through Agency: Minnesota Department of Transportation Pass-Through Number(s): 1051353 Award Period: 1/1/2023-12/31/2023 Type of Finding: • Material Weakness in Internal Control over Compliance and Other Matters Criteria or Specific Requirement: When a non-Federal entity enters into a covered transaction with an entity at a lower tier, the non-Federal entity must verify that the entity, as defined in 2 CFR section 180.995 and agency adopting regulations, is not suspended or debarred or otherwise excluded from participating in the transaction. This verification may be accomplished by (1) checking the System for Award Management (SAM) Exclusions maintained by the General Services Administration (GSA) and available at https://www.sam.gov/portal/public/SAM/ (2) collecting a certification from the entity, or (3) adding a clause or condition to the covered transaction with that entity (2 CFR section 180.300). Condition: During our testing we noted the Organization did not apply its suspension and debarment procedures for five contractors sampled as they did not perform nor retain adequate documentation in accordance with Uniform Guidance. Questioned Costs: N/A Context: Five out of the five selections did not have any suspension/debarment procedures followed until after entering into the covered transaction. Cause: Management was aware of the suspension and debarment requirements dictated by the Uniform Guidance, however did not follow their policy. Effect: Potential for the Organization to do business with entities that are suspended or debarred which is not allowed per Uniform Guidance. Repeat Finding: This is not a repeat finding. Recommendation: The Organization should ensure they follow their suspension and debarment policy. The Organization should ensure documents are retained to support whether suspension and debarment policies were followed for contractors in years past.
Federal Agency: U.S. Department of Transportation Federal Program Title: Formula Grants for Rural Area and Tribal Transit Program AL Number: 20.509 Federal Award Identification Number and Year: MN-2021-036-01 Pass-Through Agency: Minnesota Department of Transportation Pass-Through Number(s): 1051353 Award Period: 1/1/2023-12/31/2023 Type of Finding: • Material Weakness in Internal Control over Compliance, Material Non-Compliance Criteria or specific requirement: A documented review process ensures that the cost and activity was allowable. Also, supporting evidence should be maintained to ensure budgeted allocations charged to the grant are reviewed after-the-fact to ensure accurate amounts are charged to the grant. Per CFR Part 200, (viii) Budget estimates (i.e., estimates determined before the services are performed) alone do not qualify as support for charges to Federal awards, but may be used for interim accounting purposes, provided that: (A) the system for establishing the estimates produces reasonable approximations of the activity actually performed; (B) significant changes in the corresponding work activity (as defined by the non-Federal entity's written policies) are identified and entered into the records in a timely manner. Short term (such as one or two months) fluctuation between workload categories need not be considered as long as the distribution of salaries and wages is reasonable over the longer term; and (C) the non-Federal entity's system of internal controls includes processes to review after-the-fact interim charges made to a Federal awards based on budget estimates. All necessary adjustment must be made such that the final amount charged to the Federal award is accurate, allowable, and properly allocated. Condition: During our testing of payroll disbursements we noted the Organization did not retain support to show after-the-fact review of budgeted payroll charged to the grant to show allocation charged to the grant was accurate. During our testing of general disbursements, we noted the Organization was missing documentation to support the approval of a general disbursements by someone knowledgeable with the grant. Questioned costs: $2,836 Context: One of the 40 allowable cost transactions did not have support for review of the costs charge to the grant. Five of the 40 allowable cost transactions selected for testing did not have adequate support to show the budgeted charge allocated to the grant was reviewed after-the-fact to support the allocation was accurate. Sampling was a statistically valid sample. Cause: Management did not have documented approval of allowable costs by someone familiar with the grant. Management did not perform after-the-fact review of budgeted payroll costs allocated to the grant to ensure the costs were accurate and properly allocated. Effect: Inaccurate amounts of funds could be charged to the grant. Repeat finding: This is not a repeat finding. Recommendation: The Organization should ensure proper documentation is retained to support the approval of allowable costs by someone knowledgeable of the grant and its guidelines. The Organization should reconcile the budgeted payroll allocation charged to the grant after-the-fact to actual work performed to ensure the allocation accurately reflected. Views of responsible officials and planned corrective actions: There are no disagreements with the audit finding. The Organization will ensure moving forward that proper support is retained for allowable costs charged to the grant budgeted amounts are reconciled to after-the fact actual amounts.
Federal Agency: U.S. Department of Transportation Federal Program Title: Formula Grants for Rural Area and Tribal Transit Program AL Number: 20.509 Federal Award Identification Number and Year: MN-2021-036-01 Pass-Through Agency: Minnesota Department of Transportation Pass-Through Number(s): 1051353 Award Period: 1/1/2023-12/31/2023 Type of Finding: • Material Weakness in Internal Control over Compliance, Material Noncompliance Criteria or specific requirement: Non-federal entities other than states, including those operating federal programs as subrecipients of states, must follow the procurement standards set out at 2 CFR sections 200.318 through 200.326. They must use their own documented procurement procedures, which reflect applicable state and local laws and regulations, provided that the procurements conform to applicable federal statutes and the procurement requirements identified in 2 CFR Part 200. Non-federal entities should also follow any state procurement requirements as well. Condition: During our testing we noted the Organization did not apply any procurement procedures for five small purchases and one competitive proposal as they did not perform nor retain adequate documentation in accordance with Uniform Guidance and state requirements. Questioned costs: Unknown Context: Six out of the six procurement selections did not have any procurement procedures followed for a total of $722,948. Cause: Vendors in place had been procured in prior years, before current management assumed operations. Current management was unable to verify if the policies were followed. Effect: Potential effect of noncompliance with Uniform Guidance when procuring goods and services for expenditures over federal awards. Repeat finding: This is not a repeat finding. Recommendation: The Organization should review 2 CFR sections 200.318 through 200.326 requirements for procurement. The Organization should ensure documents are retained to support whether procurement policies were followed for vendors procured in years past. Views of responsible officials and planned corrective actions: There are no disagreements with the audit finding. The Organization will review the procurement standards as well as ensure documents are retained to support whether procurement policies were followed.
Federal Agency: U.S. Department of Transportation Federal Program Title: Formula Grants for Rural Area and Tribal Transit Program AL Number: 20.509 Federal Award Identification Number and Year: MN-2021-036-01 Pass-Through Agency: Minnesota Department of Transportation Pass-Through Number(s): 1051353 Award Period: 1/1/2023-12/31/2023 Type of Finding: • Material Weakness in Internal Control over Compliance and Other Matters Criteria or Specific Requirement: When a non-Federal entity enters into a covered transaction with an entity at a lower tier, the non-Federal entity must verify that the entity, as defined in 2 CFR section 180.995 and agency adopting regulations, is not suspended or debarred or otherwise excluded from participating in the transaction. This verification may be accomplished by (1) checking the System for Award Management (SAM) Exclusions maintained by the General Services Administration (GSA) and available at https://www.sam.gov/portal/public/SAM/ (2) collecting a certification from the entity, or (3) adding a clause or condition to the covered transaction with that entity (2 CFR section 180.300). Condition: During our testing we noted the Organization did not apply its suspension and debarment procedures for five contractors sampled as they did not perform nor retain adequate documentation in accordance with Uniform Guidance. Questioned Costs: N/A Context: Five out of the five selections did not have any suspension/debarment procedures followed until after entering into the covered transaction. Cause: Management was aware of the suspension and debarment requirements dictated by the Uniform Guidance, however did not follow their policy. Effect: Potential for the Organization to do business with entities that are suspended or debarred which is not allowed per Uniform Guidance. Repeat Finding: This is not a repeat finding. Recommendation: The Organization should ensure they follow their suspension and debarment policy. The Organization should ensure documents are retained to support whether suspension and debarment policies were followed for contractors in years past.