Audit 352169

FY End
2024-06-30
Total Expended
$12.48M
Findings
26
Programs
43
Organization: City of South Portland, Maine (ME)
Year: 2024 Accepted: 2025-03-31

Organization Exclusion Status:

Checking exclusion status...

Findings

ID Ref Severity Repeat Requirement
553572 2024-007 Significant Deficiency - B
553573 2024-007 Significant Deficiency - B
553574 2024-007 Significant Deficiency - B
553575 2024-008 Significant Deficiency - B
553576 2024-008 Significant Deficiency - B
553577 2024-008 Significant Deficiency - B
553578 2024-005 Material Weakness - B
553579 2024-006 Material Weakness Yes B
553580 2024-006 Material Weakness Yes B
553581 2024-006 Material Weakness Yes B
553582 2024-006 Material Weakness Yes B
553583 2024-006 Material Weakness Yes B
553584 2024-009 Significant Deficiency - B
1130014 2024-007 Significant Deficiency - B
1130015 2024-007 Significant Deficiency - B
1130016 2024-007 Significant Deficiency - B
1130017 2024-008 Significant Deficiency - B
1130018 2024-008 Significant Deficiency - B
1130019 2024-008 Significant Deficiency - B
1130020 2024-005 Material Weakness - B
1130021 2024-006 Material Weakness Yes B
1130022 2024-006 Material Weakness Yes B
1130023 2024-006 Material Weakness Yes B
1130024 2024-006 Material Weakness Yes B
1130025 2024-006 Material Weakness Yes B
1130026 2024-009 Significant Deficiency - B

Programs

ALN Program Spent Major Findings
21.027 Covid-19 - Coronavirus State and Local Fiscal Recovery Funds $3.26M Yes 0
84.425 Covid-19 - Elementary and Secondary School Emergency Relief III $2.32M Yes 1
84.027 Special Education State Grants Individuals with Disabilities Act $1.15M - 0
84.010 Title Ia, Disadvantaged $711,957 Yes 1
20.507 Federal Transit Formula Grants $590,783 Yes 2
20.507 Covid-19 - Federal Transit Formula Grants $561,181 Yes 2
16.922 Equitable Sharing Program $540,610 Yes 1
10.555 National School Lunch Program $524,487 - 0
14.218 Cdbg - Entitlement Community (cdbg - Entitlement Grants Cluster) $299,689 - 0
10.553 Breakfast Program $241,116 - 0
84.196 McKinney-Vento Education for Homeless Children and Youth $235,228 - 0
84.425 Covid-19 - Maine Outdoor Learning Initiative $192,559 Yes 1
84.425 Covid-19 - Multilingual Learners Experiencing Homelessness $171,898 Yes 1
84.027 Covid-19 - Special Education State Grants Individuals with Disabilities Act - Arp $143,173 - 0
84.424 Title Iv, Student Support and Academic Enrichment Program $137,710 - 0
21.027 Covid-19 Extended Learning Opportunities (seelo) $129,091 Yes 0
97.067 Homeland Security Grant Program- Fy 21 $115,717 - 0
10.555 Food Donation Program $114,742 - 0
21.027 Covid-19 Workforce Development $107,861 Yes 0
93.276 Drug Free Communities Support Program (2024 Grant) $89,188 - 0
20.205 Highway Planning and Construction $79,680 - 0
10.582 Fresh Fruit and Vegetables $73,732 - 0
10.555 State Administrative Expenses for Child Nutrition: Supply Chain Assistance $71,000 - 0
84.367 Title Iia, Supporting Effective Instruction $66,996 - 0
66.818 Brownfields Multipurpose $63,796 - 0
84.365 Title Iii, English Language Acquisition Grant $53,938 - 0
84.425 Covid-19 - Literacy Grant $43,491 Yes 1
21.027 Covid-19 Workforce Development Admin $36,901 Yes 0
93.276 Drug Free Communities Support Program (2023 Grant) $31,732 - 0
10.559 Summer Food Service Program $28,990 - 0
97.067 Homeland Security Grant Program- Fy 23 $24,816 - 0
21.027 Covid-19 Pre-K Expansion Grant $23,412 Yes 0
84.173 Preschool $21,130 - 0
84.002 Adult Basic Education $18,829 - 0
84.425 Covid-19 - Summer Reservation Subgrant $17,728 Yes 1
97.004 County Hazmat Grant $17,113 - 0
11.419 Coastal Zone Management Administration $16,888 - 0
97.067 Homeland Security Grant Program- Fy 22 $13,085 - 0
97.067 Homeland Security Grant Program- Fy 20 $11,850 - 0
20.526 Bus and Bus Facilities Formula Grants $6,246 Yes 2
10.649 Covid-19 - Pandemic Ebt Administrative Costs: Snap $5,224 - 0
16.738 Justice Assistance Grant $400 - 0
10.558 Child and Adult Care Food Program $336 - 0

Contacts

Name Title Type
GTZLMR7G37C5 Ellen Sanborn Auditee
2077677613 Timothy Gill Auditor
No contacts on file

Notes to SEFA

Accounting Policies: A. Reporting Entity - The accompanying schedule includes all federal award programs of the City of South Portland, Maine for the fiscal year ended June 30, 2024. The reporting entity is defined in notes to basic financial statements of the City of South Portland, Maine. B. Basis of Presentation - The information in the accompanying schedule of expenditures of federal awards is presented in accordance with the Uniform Guidance. 1. Pursuant to the Uniform Guidance, federal awards are defined as assistance provided by a federal agency, either directly or indirectly, in the form of grants, contracts, cooperative agreements, loans, loan guarantees, property, interest subsidies, insurance, or direct appropriations. 2. Major Programs - the Uniform Guidance establishes the level of expenditures or expenses to be used in defining major federal award programs. Major programs for the City of South Portland, Maine are identified in the summary of auditor’s results in the schedule of findings and questioned costs. C. Basis of Accounting - The information presented in the schedule of expenditures of federal awards is presented on the modified accrual basis of accounting, which is consistent with the reporting in the City’s fund financial statements. De Minimis Rate Used: N Rate Explanation: The City of South Portland, Maine has elected not to use the 10-percent de minimis indirect cost rate allowed under the Uniform Guidance.

Finding Details

2024-007 U.S. Department of Transportation, Assistance Listing #20.507 and #20.526, Federal Transit Cluster Formula Grants for the period July 1, 2023 through June 30, 2024 Criteria: Administrative requirements under the Uniform Guidance require grantees to develop internal controls and procedures sufficient to prevent noncompliance. Condition: Out of forty payroll disbursements tested for the Federal Transit Cluster, thirteen timecards were missing documentation of supervisory approval and five timecards did not match the hours paid. Cause: Lack of administrative personnel at the Bus Station resulted in a breakdown of established internal control procedures over payroll. Effect: The errors caused improper payments for five of the forty paychecks tested. Actual overpayments of $436 were identified in our sample with an extrapolated overpayment of $11,533 across the population. Recommendation: We recommend evaluating staffing workloads to ensure adequate supervision of the payroll function at the Bus Station. Questioned Costs: None
2024-007 U.S. Department of Transportation, Assistance Listing #20.507 and #20.526, Federal Transit Cluster Formula Grants for the period July 1, 2023 through June 30, 2024 Criteria: Administrative requirements under the Uniform Guidance require grantees to develop internal controls and procedures sufficient to prevent noncompliance. Condition: Out of forty payroll disbursements tested for the Federal Transit Cluster, thirteen timecards were missing documentation of supervisory approval and five timecards did not match the hours paid. Cause: Lack of administrative personnel at the Bus Station resulted in a breakdown of established internal control procedures over payroll. Effect: The errors caused improper payments for five of the forty paychecks tested. Actual overpayments of $436 were identified in our sample with an extrapolated overpayment of $11,533 across the population. Recommendation: We recommend evaluating staffing workloads to ensure adequate supervision of the payroll function at the Bus Station. Questioned Costs: None
2024-007 U.S. Department of Transportation, Assistance Listing #20.507 and #20.526, Federal Transit Cluster Formula Grants for the period July 1, 2023 through June 30, 2024 Criteria: Administrative requirements under the Uniform Guidance require grantees to develop internal controls and procedures sufficient to prevent noncompliance. Condition: Out of forty payroll disbursements tested for the Federal Transit Cluster, thirteen timecards were missing documentation of supervisory approval and five timecards did not match the hours paid. Cause: Lack of administrative personnel at the Bus Station resulted in a breakdown of established internal control procedures over payroll. Effect: The errors caused improper payments for five of the forty paychecks tested. Actual overpayments of $436 were identified in our sample with an extrapolated overpayment of $11,533 across the population. Recommendation: We recommend evaluating staffing workloads to ensure adequate supervision of the payroll function at the Bus Station. Questioned Costs: None
2024-008 U.S. Department of Transportation, Assistance Listing #20.507 and #20.526, Federal Transit Cluster Formula Grants for the period July 1, 2023 through June 30, 2024 Criteria: Administrative requirements under the Uniform Guidance require grantees to develop internal controls and procedures sufficient to prevent noncompliance. Condition: Sixteen of sixty disbursements tested (27%) for the Federal Transit Cluster Formula Grant did not have documented review and approval by a knowledgeable program staff person. In addition, two of sixty disbursements totaling $68.73 tested for the program had no supporting documentation. All exceptions noted were related to credit card purchases. Cause: Control policies are not consistent across the organization and do not require a knowledgeable program person to document their review of credit card expenditures coded to Federal grants prior to entry into the accounting system. Effect: Unallowable costs may be charged to grants which may lead to repayment of grant funds. Recommendation: We recommend reviewing policies and procedures regarding monthly credit card reconciliations to ensure that a knowledgeable program person is approving the coding of credit card purchases to grant funds prior to their entry into the accounting system. Questioned Costs: None
2024-008 U.S. Department of Transportation, Assistance Listing #20.507 and #20.526, Federal Transit Cluster Formula Grants for the period July 1, 2023 through June 30, 2024 Criteria: Administrative requirements under the Uniform Guidance require grantees to develop internal controls and procedures sufficient to prevent noncompliance. Condition: Sixteen of sixty disbursements tested (27%) for the Federal Transit Cluster Formula Grant did not have documented review and approval by a knowledgeable program staff person. In addition, two of sixty disbursements totaling $68.73 tested for the program had no supporting documentation. All exceptions noted were related to credit card purchases. Cause: Control policies are not consistent across the organization and do not require a knowledgeable program person to document their review of credit card expenditures coded to Federal grants prior to entry into the accounting system. Effect: Unallowable costs may be charged to grants which may lead to repayment of grant funds. Recommendation: We recommend reviewing policies and procedures regarding monthly credit card reconciliations to ensure that a knowledgeable program person is approving the coding of credit card purchases to grant funds prior to their entry into the accounting system. Questioned Costs: None
2024-008 U.S. Department of Transportation, Assistance Listing #20.507 and #20.526, Federal Transit Cluster Formula Grants for the period July 1, 2023 through June 30, 2024 Criteria: Administrative requirements under the Uniform Guidance require grantees to develop internal controls and procedures sufficient to prevent noncompliance. Condition: Sixteen of sixty disbursements tested (27%) for the Federal Transit Cluster Formula Grant did not have documented review and approval by a knowledgeable program staff person. In addition, two of sixty disbursements totaling $68.73 tested for the program had no supporting documentation. All exceptions noted were related to credit card purchases. Cause: Control policies are not consistent across the organization and do not require a knowledgeable program person to document their review of credit card expenditures coded to Federal grants prior to entry into the accounting system. Effect: Unallowable costs may be charged to grants which may lead to repayment of grant funds. Recommendation: We recommend reviewing policies and procedures regarding monthly credit card reconciliations to ensure that a knowledgeable program person is approving the coding of credit card purchases to grant funds prior to their entry into the accounting system. Questioned Costs: None
2024-005 U.S. Department of Education, Assistance Listing #84.010, Title 1A Disadvantage for the period July 1, 2023 through June 30, 2024 Criteria: Per 2 CFR 200.402, reimbursable costs for a Federal award are the sum of the allowable direct and allocable indirect costs minus any applicable credits. Condition: The School Department requests grant reimbursements on a periodic basis utilizing expense detail recorded in the accounting system’s general ledger. Throughout the year, adjustments may be made to the general ledger to correct errors and misclassifications or to reverse prior period accruals. During 2024, the School Department requested reimbursement for fiscal year 2023 expenses utilizing the expenses recorded on the general ledger. However, several adjustments had been made to reduce grant expenditures that were not captured in the requests. Cause: The School Department misinterpreted the expense detail for the grant by not taking into account negative adjustments to expenses. Effect: Reimbursement requests exceeded net expenditures by $113,884, resulting in questioned costs for the program that should be refunded to the grantor agency. Recommendation: We recommend grant requests be based on net expenditures that take into account all debit and credit activity during the period. Questioned Costs: $113,884
2024-006 U.S. Department of Education for the period July 1, 2023 through June 30, 2024 Assistance Listing: #84.425D and #84.425U, Elementary and Secondary School Emergency Relief Funds Criteria: Per 2 CFR 200.430(g) Standards for Documentation of Personnel Expenses, charges to Federal awards for salaries and wages should support the distribution of employee’s salary or wages among more than one Federal award, or a Federal and non-Federal award. Budgeted estimates alone do not qualify as support for charges to Federal awards. Condition: Time and effort documentation for School Department employees who are allocated amongst multiple Federal grants is based on budgeted estimates. These estimates are not adequate to ensure actual time spent on each grant is charged to the grants. Budgeted estimates are not trued up to reflect actual time worked at year end. Cause: The School Department does not have policies and procedures requiring employees charged to multiple grants, or to Federal and non-Federal activities, to track actual time spent on each grant. There are no policies and procedures to adjust budgeted estimates to actual time incurred for each grant on a periodic basis. Effect: It could not be determined if payroll costs reflected actual time worked on the grant. This could result in grants being allocated a disproportionate share of payroll costs. Recommendation: Personnel activity reports should be prepared at least monthly to document actual time worked on grants. Budgeted payroll allocations should be adjusted periodically to reflect actual time worked. Questioned Costs: None
2024-006 U.S. Department of Education for the period July 1, 2023 through June 30, 2024 Assistance Listing: #84.425D and #84.425U, Elementary and Secondary School Emergency Relief Funds Criteria: Per 2 CFR 200.430(g) Standards for Documentation of Personnel Expenses, charges to Federal awards for salaries and wages should support the distribution of employee’s salary or wages among more than one Federal award, or a Federal and non-Federal award. Budgeted estimates alone do not qualify as support for charges to Federal awards. Condition: Time and effort documentation for School Department employees who are allocated amongst multiple Federal grants is based on budgeted estimates. These estimates are not adequate to ensure actual time spent on each grant is charged to the grants. Budgeted estimates are not trued up to reflect actual time worked at year end. Cause: The School Department does not have policies and procedures requiring employees charged to multiple grants, or to Federal and non-Federal activities, to track actual time spent on each grant. There are no policies and procedures to adjust budgeted estimates to actual time incurred for each grant on a periodic basis. Effect: It could not be determined if payroll costs reflected actual time worked on the grant. This could result in grants being allocated a disproportionate share of payroll costs. Recommendation: Personnel activity reports should be prepared at least monthly to document actual time worked on grants. Budgeted payroll allocations should be adjusted periodically to reflect actual time worked. Questioned Costs: None
2024-006 U.S. Department of Education for the period July 1, 2023 through June 30, 2024 Assistance Listing: #84.425D and #84.425U, Elementary and Secondary School Emergency Relief Funds Criteria: Per 2 CFR 200.430(g) Standards for Documentation of Personnel Expenses, charges to Federal awards for salaries and wages should support the distribution of employee’s salary or wages among more than one Federal award, or a Federal and non-Federal award. Budgeted estimates alone do not qualify as support for charges to Federal awards. Condition: Time and effort documentation for School Department employees who are allocated amongst multiple Federal grants is based on budgeted estimates. These estimates are not adequate to ensure actual time spent on each grant is charged to the grants. Budgeted estimates are not trued up to reflect actual time worked at year end. Cause: The School Department does not have policies and procedures requiring employees charged to multiple grants, or to Federal and non-Federal activities, to track actual time spent on each grant. There are no policies and procedures to adjust budgeted estimates to actual time incurred for each grant on a periodic basis. Effect: It could not be determined if payroll costs reflected actual time worked on the grant. This could result in grants being allocated a disproportionate share of payroll costs. Recommendation: Personnel activity reports should be prepared at least monthly to document actual time worked on grants. Budgeted payroll allocations should be adjusted periodically to reflect actual time worked. Questioned Costs: None
2024-006 U.S. Department of Education for the period July 1, 2023 through June 30, 2024 Assistance Listing: #84.425D and #84.425U, Elementary and Secondary School Emergency Relief Funds Criteria: Per 2 CFR 200.430(g) Standards for Documentation of Personnel Expenses, charges to Federal awards for salaries and wages should support the distribution of employee’s salary or wages among more than one Federal award, or a Federal and non-Federal award. Budgeted estimates alone do not qualify as support for charges to Federal awards. Condition: Time and effort documentation for School Department employees who are allocated amongst multiple Federal grants is based on budgeted estimates. These estimates are not adequate to ensure actual time spent on each grant is charged to the grants. Budgeted estimates are not trued up to reflect actual time worked at year end. Cause: The School Department does not have policies and procedures requiring employees charged to multiple grants, or to Federal and non-Federal activities, to track actual time spent on each grant. There are no policies and procedures to adjust budgeted estimates to actual time incurred for each grant on a periodic basis. Effect: It could not be determined if payroll costs reflected actual time worked on the grant. This could result in grants being allocated a disproportionate share of payroll costs. Recommendation: Personnel activity reports should be prepared at least monthly to document actual time worked on grants. Budgeted payroll allocations should be adjusted periodically to reflect actual time worked. Questioned Costs: None
2024-006 U.S. Department of Education for the period July 1, 2023 through June 30, 2024 Assistance Listing: #84.425D and #84.425U, Elementary and Secondary School Emergency Relief Funds Criteria: Per 2 CFR 200.430(g) Standards for Documentation of Personnel Expenses, charges to Federal awards for salaries and wages should support the distribution of employee’s salary or wages among more than one Federal award, or a Federal and non-Federal award. Budgeted estimates alone do not qualify as support for charges to Federal awards. Condition: Time and effort documentation for School Department employees who are allocated amongst multiple Federal grants is based on budgeted estimates. These estimates are not adequate to ensure actual time spent on each grant is charged to the grants. Budgeted estimates are not trued up to reflect actual time worked at year end. Cause: The School Department does not have policies and procedures requiring employees charged to multiple grants, or to Federal and non-Federal activities, to track actual time spent on each grant. There are no policies and procedures to adjust budgeted estimates to actual time incurred for each grant on a periodic basis. Effect: It could not be determined if payroll costs reflected actual time worked on the grant. This could result in grants being allocated a disproportionate share of payroll costs. Recommendation: Personnel activity reports should be prepared at least monthly to document actual time worked on grants. Budgeted payroll allocations should be adjusted periodically to reflect actual time worked. Questioned Costs: None
Criteria: Administrative requirements under the Uniform Guidance require grantees to develop internal controls and procedures sufficient to prevent noncompliance. Condition: Twenty-three of forty-two disbursements tested (55%) for the Equitable Sharing Program did not have documented review and approval by a knowledgeable program staff person. All exceptions noted were related to credit card purchases. Cause: Control policies are not consistent across the organization and do not require a knowledgeable program person to document their review of credit card expenditures coded to Federal grants prior to entry into the accounting system. Effect: Unallowable costs may be charged to grants which may lead to repayment of grant funds. Recommendation: We recommend reviewing policies and procedures regarding monthly credit card reconciliations to ensure that a knowledgeable program person is approving the coding of credit card purchases to grant funds prior to their entry into the accounting system. Questioned Costs: None Management’s Response/Corrective Action Plan: This program received significantly more distributions in 2024 than the City had received in the past. The funds initially were not considered to be federal since the source was private companies, but staff has since taken required grant agency training. The City is implementing workflow for purchasing and credit card transactions which will provide electronic approvals and the ability to attach receipts.
2024-007 U.S. Department of Transportation, Assistance Listing #20.507 and #20.526, Federal Transit Cluster Formula Grants for the period July 1, 2023 through June 30, 2024 Criteria: Administrative requirements under the Uniform Guidance require grantees to develop internal controls and procedures sufficient to prevent noncompliance. Condition: Out of forty payroll disbursements tested for the Federal Transit Cluster, thirteen timecards were missing documentation of supervisory approval and five timecards did not match the hours paid. Cause: Lack of administrative personnel at the Bus Station resulted in a breakdown of established internal control procedures over payroll. Effect: The errors caused improper payments for five of the forty paychecks tested. Actual overpayments of $436 were identified in our sample with an extrapolated overpayment of $11,533 across the population. Recommendation: We recommend evaluating staffing workloads to ensure adequate supervision of the payroll function at the Bus Station. Questioned Costs: None
2024-007 U.S. Department of Transportation, Assistance Listing #20.507 and #20.526, Federal Transit Cluster Formula Grants for the period July 1, 2023 through June 30, 2024 Criteria: Administrative requirements under the Uniform Guidance require grantees to develop internal controls and procedures sufficient to prevent noncompliance. Condition: Out of forty payroll disbursements tested for the Federal Transit Cluster, thirteen timecards were missing documentation of supervisory approval and five timecards did not match the hours paid. Cause: Lack of administrative personnel at the Bus Station resulted in a breakdown of established internal control procedures over payroll. Effect: The errors caused improper payments for five of the forty paychecks tested. Actual overpayments of $436 were identified in our sample with an extrapolated overpayment of $11,533 across the population. Recommendation: We recommend evaluating staffing workloads to ensure adequate supervision of the payroll function at the Bus Station. Questioned Costs: None
2024-007 U.S. Department of Transportation, Assistance Listing #20.507 and #20.526, Federal Transit Cluster Formula Grants for the period July 1, 2023 through June 30, 2024 Criteria: Administrative requirements under the Uniform Guidance require grantees to develop internal controls and procedures sufficient to prevent noncompliance. Condition: Out of forty payroll disbursements tested for the Federal Transit Cluster, thirteen timecards were missing documentation of supervisory approval and five timecards did not match the hours paid. Cause: Lack of administrative personnel at the Bus Station resulted in a breakdown of established internal control procedures over payroll. Effect: The errors caused improper payments for five of the forty paychecks tested. Actual overpayments of $436 were identified in our sample with an extrapolated overpayment of $11,533 across the population. Recommendation: We recommend evaluating staffing workloads to ensure adequate supervision of the payroll function at the Bus Station. Questioned Costs: None
2024-008 U.S. Department of Transportation, Assistance Listing #20.507 and #20.526, Federal Transit Cluster Formula Grants for the period July 1, 2023 through June 30, 2024 Criteria: Administrative requirements under the Uniform Guidance require grantees to develop internal controls and procedures sufficient to prevent noncompliance. Condition: Sixteen of sixty disbursements tested (27%) for the Federal Transit Cluster Formula Grant did not have documented review and approval by a knowledgeable program staff person. In addition, two of sixty disbursements totaling $68.73 tested for the program had no supporting documentation. All exceptions noted were related to credit card purchases. Cause: Control policies are not consistent across the organization and do not require a knowledgeable program person to document their review of credit card expenditures coded to Federal grants prior to entry into the accounting system. Effect: Unallowable costs may be charged to grants which may lead to repayment of grant funds. Recommendation: We recommend reviewing policies and procedures regarding monthly credit card reconciliations to ensure that a knowledgeable program person is approving the coding of credit card purchases to grant funds prior to their entry into the accounting system. Questioned Costs: None
2024-008 U.S. Department of Transportation, Assistance Listing #20.507 and #20.526, Federal Transit Cluster Formula Grants for the period July 1, 2023 through June 30, 2024 Criteria: Administrative requirements under the Uniform Guidance require grantees to develop internal controls and procedures sufficient to prevent noncompliance. Condition: Sixteen of sixty disbursements tested (27%) for the Federal Transit Cluster Formula Grant did not have documented review and approval by a knowledgeable program staff person. In addition, two of sixty disbursements totaling $68.73 tested for the program had no supporting documentation. All exceptions noted were related to credit card purchases. Cause: Control policies are not consistent across the organization and do not require a knowledgeable program person to document their review of credit card expenditures coded to Federal grants prior to entry into the accounting system. Effect: Unallowable costs may be charged to grants which may lead to repayment of grant funds. Recommendation: We recommend reviewing policies and procedures regarding monthly credit card reconciliations to ensure that a knowledgeable program person is approving the coding of credit card purchases to grant funds prior to their entry into the accounting system. Questioned Costs: None
2024-008 U.S. Department of Transportation, Assistance Listing #20.507 and #20.526, Federal Transit Cluster Formula Grants for the period July 1, 2023 through June 30, 2024 Criteria: Administrative requirements under the Uniform Guidance require grantees to develop internal controls and procedures sufficient to prevent noncompliance. Condition: Sixteen of sixty disbursements tested (27%) for the Federal Transit Cluster Formula Grant did not have documented review and approval by a knowledgeable program staff person. In addition, two of sixty disbursements totaling $68.73 tested for the program had no supporting documentation. All exceptions noted were related to credit card purchases. Cause: Control policies are not consistent across the organization and do not require a knowledgeable program person to document their review of credit card expenditures coded to Federal grants prior to entry into the accounting system. Effect: Unallowable costs may be charged to grants which may lead to repayment of grant funds. Recommendation: We recommend reviewing policies and procedures regarding monthly credit card reconciliations to ensure that a knowledgeable program person is approving the coding of credit card purchases to grant funds prior to their entry into the accounting system. Questioned Costs: None
2024-005 U.S. Department of Education, Assistance Listing #84.010, Title 1A Disadvantage for the period July 1, 2023 through June 30, 2024 Criteria: Per 2 CFR 200.402, reimbursable costs for a Federal award are the sum of the allowable direct and allocable indirect costs minus any applicable credits. Condition: The School Department requests grant reimbursements on a periodic basis utilizing expense detail recorded in the accounting system’s general ledger. Throughout the year, adjustments may be made to the general ledger to correct errors and misclassifications or to reverse prior period accruals. During 2024, the School Department requested reimbursement for fiscal year 2023 expenses utilizing the expenses recorded on the general ledger. However, several adjustments had been made to reduce grant expenditures that were not captured in the requests. Cause: The School Department misinterpreted the expense detail for the grant by not taking into account negative adjustments to expenses. Effect: Reimbursement requests exceeded net expenditures by $113,884, resulting in questioned costs for the program that should be refunded to the grantor agency. Recommendation: We recommend grant requests be based on net expenditures that take into account all debit and credit activity during the period. Questioned Costs: $113,884
2024-006 U.S. Department of Education for the period July 1, 2023 through June 30, 2024 Assistance Listing: #84.425D and #84.425U, Elementary and Secondary School Emergency Relief Funds Criteria: Per 2 CFR 200.430(g) Standards for Documentation of Personnel Expenses, charges to Federal awards for salaries and wages should support the distribution of employee’s salary or wages among more than one Federal award, or a Federal and non-Federal award. Budgeted estimates alone do not qualify as support for charges to Federal awards. Condition: Time and effort documentation for School Department employees who are allocated amongst multiple Federal grants is based on budgeted estimates. These estimates are not adequate to ensure actual time spent on each grant is charged to the grants. Budgeted estimates are not trued up to reflect actual time worked at year end. Cause: The School Department does not have policies and procedures requiring employees charged to multiple grants, or to Federal and non-Federal activities, to track actual time spent on each grant. There are no policies and procedures to adjust budgeted estimates to actual time incurred for each grant on a periodic basis. Effect: It could not be determined if payroll costs reflected actual time worked on the grant. This could result in grants being allocated a disproportionate share of payroll costs. Recommendation: Personnel activity reports should be prepared at least monthly to document actual time worked on grants. Budgeted payroll allocations should be adjusted periodically to reflect actual time worked. Questioned Costs: None
2024-006 U.S. Department of Education for the period July 1, 2023 through June 30, 2024 Assistance Listing: #84.425D and #84.425U, Elementary and Secondary School Emergency Relief Funds Criteria: Per 2 CFR 200.430(g) Standards for Documentation of Personnel Expenses, charges to Federal awards for salaries and wages should support the distribution of employee’s salary or wages among more than one Federal award, or a Federal and non-Federal award. Budgeted estimates alone do not qualify as support for charges to Federal awards. Condition: Time and effort documentation for School Department employees who are allocated amongst multiple Federal grants is based on budgeted estimates. These estimates are not adequate to ensure actual time spent on each grant is charged to the grants. Budgeted estimates are not trued up to reflect actual time worked at year end. Cause: The School Department does not have policies and procedures requiring employees charged to multiple grants, or to Federal and non-Federal activities, to track actual time spent on each grant. There are no policies and procedures to adjust budgeted estimates to actual time incurred for each grant on a periodic basis. Effect: It could not be determined if payroll costs reflected actual time worked on the grant. This could result in grants being allocated a disproportionate share of payroll costs. Recommendation: Personnel activity reports should be prepared at least monthly to document actual time worked on grants. Budgeted payroll allocations should be adjusted periodically to reflect actual time worked. Questioned Costs: None
2024-006 U.S. Department of Education for the period July 1, 2023 through June 30, 2024 Assistance Listing: #84.425D and #84.425U, Elementary and Secondary School Emergency Relief Funds Criteria: Per 2 CFR 200.430(g) Standards for Documentation of Personnel Expenses, charges to Federal awards for salaries and wages should support the distribution of employee’s salary or wages among more than one Federal award, or a Federal and non-Federal award. Budgeted estimates alone do not qualify as support for charges to Federal awards. Condition: Time and effort documentation for School Department employees who are allocated amongst multiple Federal grants is based on budgeted estimates. These estimates are not adequate to ensure actual time spent on each grant is charged to the grants. Budgeted estimates are not trued up to reflect actual time worked at year end. Cause: The School Department does not have policies and procedures requiring employees charged to multiple grants, or to Federal and non-Federal activities, to track actual time spent on each grant. There are no policies and procedures to adjust budgeted estimates to actual time incurred for each grant on a periodic basis. Effect: It could not be determined if payroll costs reflected actual time worked on the grant. This could result in grants being allocated a disproportionate share of payroll costs. Recommendation: Personnel activity reports should be prepared at least monthly to document actual time worked on grants. Budgeted payroll allocations should be adjusted periodically to reflect actual time worked. Questioned Costs: None
2024-006 U.S. Department of Education for the period July 1, 2023 through June 30, 2024 Assistance Listing: #84.425D and #84.425U, Elementary and Secondary School Emergency Relief Funds Criteria: Per 2 CFR 200.430(g) Standards for Documentation of Personnel Expenses, charges to Federal awards for salaries and wages should support the distribution of employee’s salary or wages among more than one Federal award, or a Federal and non-Federal award. Budgeted estimates alone do not qualify as support for charges to Federal awards. Condition: Time and effort documentation for School Department employees who are allocated amongst multiple Federal grants is based on budgeted estimates. These estimates are not adequate to ensure actual time spent on each grant is charged to the grants. Budgeted estimates are not trued up to reflect actual time worked at year end. Cause: The School Department does not have policies and procedures requiring employees charged to multiple grants, or to Federal and non-Federal activities, to track actual time spent on each grant. There are no policies and procedures to adjust budgeted estimates to actual time incurred for each grant on a periodic basis. Effect: It could not be determined if payroll costs reflected actual time worked on the grant. This could result in grants being allocated a disproportionate share of payroll costs. Recommendation: Personnel activity reports should be prepared at least monthly to document actual time worked on grants. Budgeted payroll allocations should be adjusted periodically to reflect actual time worked. Questioned Costs: None
2024-006 U.S. Department of Education for the period July 1, 2023 through June 30, 2024 Assistance Listing: #84.425D and #84.425U, Elementary and Secondary School Emergency Relief Funds Criteria: Per 2 CFR 200.430(g) Standards for Documentation of Personnel Expenses, charges to Federal awards for salaries and wages should support the distribution of employee’s salary or wages among more than one Federal award, or a Federal and non-Federal award. Budgeted estimates alone do not qualify as support for charges to Federal awards. Condition: Time and effort documentation for School Department employees who are allocated amongst multiple Federal grants is based on budgeted estimates. These estimates are not adequate to ensure actual time spent on each grant is charged to the grants. Budgeted estimates are not trued up to reflect actual time worked at year end. Cause: The School Department does not have policies and procedures requiring employees charged to multiple grants, or to Federal and non-Federal activities, to track actual time spent on each grant. There are no policies and procedures to adjust budgeted estimates to actual time incurred for each grant on a periodic basis. Effect: It could not be determined if payroll costs reflected actual time worked on the grant. This could result in grants being allocated a disproportionate share of payroll costs. Recommendation: Personnel activity reports should be prepared at least monthly to document actual time worked on grants. Budgeted payroll allocations should be adjusted periodically to reflect actual time worked. Questioned Costs: None
Criteria: Administrative requirements under the Uniform Guidance require grantees to develop internal controls and procedures sufficient to prevent noncompliance. Condition: Twenty-three of forty-two disbursements tested (55%) for the Equitable Sharing Program did not have documented review and approval by a knowledgeable program staff person. All exceptions noted were related to credit card purchases. Cause: Control policies are not consistent across the organization and do not require a knowledgeable program person to document their review of credit card expenditures coded to Federal grants prior to entry into the accounting system. Effect: Unallowable costs may be charged to grants which may lead to repayment of grant funds. Recommendation: We recommend reviewing policies and procedures regarding monthly credit card reconciliations to ensure that a knowledgeable program person is approving the coding of credit card purchases to grant funds prior to their entry into the accounting system. Questioned Costs: None Management’s Response/Corrective Action Plan: This program received significantly more distributions in 2024 than the City had received in the past. The funds initially were not considered to be federal since the source was private companies, but staff has since taken required grant agency training. The City is implementing workflow for purchasing and credit card transactions which will provide electronic approvals and the ability to attach receipts.