Audit 359340

FY End
2024-12-31
Total Expended
$96.37M
Findings
2
Programs
34
Organization: The Jackson Laboratory (ME)
Year: 2024 Accepted: 2025-06-20
Auditor: Kpmg LLP

Organization Exclusion Status:

Checking exclusion status...

Findings

ID Ref Severity Repeat Requirement
565661 2024-001 Significant Deficiency - I
1142103 2024-001 Significant Deficiency - I

Programs

ALN Program Spent Major Findings
93.397 Cancer Centers Support Grants $2.68M Yes 0
93.351 Research Infrastructure Programs $654,420 Yes 0
93.846 Arthritis, Musculoskeletal and Skin Diseases Research $432,037 Yes 0
93.867 Vision Research $405,916 Yes 0
47.074 Biological Sciences $365,686 Yes 0
93.113 Environmental Health $351,076 Yes 0
93.121 Oral Diseases and Disorders Research $336,273 Yes 0
93.859 Biomedical Research and Research Training $230,417 Yes 0
93.493 Congressional Directives $221,230 - 0
93.853 Extramural Research Programs in the Neurosciences and Neurological Disorders $202,209 Yes 0
93.242 Mental Health Research Grants $188,628 Yes 0
12.420 Military Medical Research and Development $165,347 Yes 0
93.172 Human Genome Research $128,141 Yes 0
93.866 Aging Research $117,616 Yes 0
93.855 Allergy and Infectious Diseases Research $113,133 Yes 0
93.398 Cancer Research Manpower $103,785 Yes 0
93.353 21st Century Cures Act - Beau Biden Cancer Moonshot $85,052 Yes 0
93.279 Drug Use and Addiction Research Programs $75,904 Yes 0
93.847 Diabetes, Digestive, and Kidney Diseases Extramural Research $74,702 Yes 0
93.RD Medical Imaging and Data Resource Center (midrc) for Rapid Response to Covid-19 Pandemic $65,075 Yes 0
93.350 National Center for Advancing Translational Sciences $57,333 Yes 0
93.310 Trans-Nih Research Support $54,277 Yes 0
93.368 21st Century Cures Act - Precision Medicine Initiative $49,114 Yes 0
93.384 Advanced Research Projects Agency for Health (arpa-H) $48,193 Yes 0
93.395 Cancer Treatment Research $34,965 Yes 0
93.396 Cancer Biology Research $28,530 Yes 0
93.173 Research Related to Deafness and Communication Disorders $22,022 Yes 0
93.838 Lung Diseases Research $15,535 Yes 0
93.837 Cardiovascular Diseases Research $12,684 Yes 0
47.049 Mathematical and Physical Sciences $11,162 Yes 0
93.393 Cancer Cause and Prevention Research $10,764 Yes 0
93.286 Discovery and Applied Research for Technological Innovations to Improve Human Health $10,624 Yes 0
93.233 National Center on Sleep Disorders Research $9,436 Yes 0
93.865 Child Health and Human Development Extramural Research $1,869 Yes 0

Contacts

Name Title Type
XR6LMXNKDJJ1 Gerard Langlais Auditee
2072886180 Renee Bourget-Place Auditor
No contacts on file

Notes to SEFA

Accounting Policies: The accompanying schedule of expenditures of federal awards presents expenditures of all federal awards programs of The Jackson Laboratory (the Laboratory), including awards passed through to the Laboratory from other organizations (i.e., primary recipients), for the year ended December 31, 2024. The schedule is presented using the modified cash basis of accounting. Negative amounts (if any) on the schedule represent cash transfer adjustments to expenditures reported in a prior year. The Laboratory has not elected to utilize the 10% de minimus indirect cost rate in Part 200.514 of the Uniform Guidance. For purposes of the schedule, federal awards include grants, contracts, and similar agreements entered into directly between the Laboratory and agencies and departments of the federal government and all subawards to the Laboratory by nonfederal organizations pursuant to federal grants, contracts, and similar agreements. The awards are categorized in accordance with the provisions 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 Laboratory, it is not intended to and does not present the financial position, changes in net assets or cash flows of the Laboratory. De Minimis Rate Used: N Rate Explanation: Cost rate applied using negotiated rate approved by cognizant agency.

Finding Details

Compliance Requirement: Procurement, Suspension, and Debarment Criteria: Procurement In accordance with 2 CFR Part 200 for Procurement, small purchase procedures are used for purchases that exceed the micro-purchase amount but do not exceed the simplified acquisition threshold ($250,000). If small purchase procedures are used, price or rate quotations must be obtained from an adequate number of qualified sources. Micro-purchases may be awarded without soliciting competitive quotations if the non-federal entity considers the price reasonable and maintains documents to support its conclusion. Further, in accordance with the Laboratory’s procurement policy, documentation is required, using the Laboratory’s vendor justification/price verification form, for purchases to support the price checking and vendor selection for the items being charged directly to a federal award. Condition: 30 procurement transactions were selected from all procurement transactions over $10,000 under federal awards. Of the 30 items selected, we noted 1 item did not follow the requirement to obtain and maintain documentation in accordance with the Laboratory’s policy over soliciting competitive quotations for procurements over $10,000. Possible Asserted Cause and Effect: The Laboratory did not comply with their procurement policy or the 2 CFR Part 200, Appendix XI. The review controls in place to identify such required documentation was not executed as designed and as a result an invoice was charged to a federal award without the requisite documentation. However, we note the Laboratory did identify the error in documentation after the fact, during a monitoring review conducted by internal audit in 2025. Identification of Questioned Costs: $33,940 Whether Sampling was Statistically Valid: The sample was not intended to be, and was not, a statistically valid sample. Identification of Whether the Audit Finding was a Repeat Findings: This is not a repeat finding. Recommendation: We recommend that the Laboratory review its current policies and procedures to ensure procurement transactions are reviewed and substantiated with formal documentation prior to approval of the transaction. Views of Responsible Officials: Management agrees with finding 2024-001. In fiscal year 2024 the Laboratory charged a federal sponsored award for a procurement item, which exceeded the Laboratory’s micro-purchase threshold, without maintaining the proper documentation as required by Laboratory procurement policy. In fiscal 2025 this item was identified by the Laboratory’s Internal Audit and Sponsored Programs Accounting Offices as part of their routine review program. The transaction cost was removed by Laboratory Management from the federal award within 90 days of the item’s discovery; however, because the item was identified and adjusted in 2025, the fiscal year 2024 Schedule of Expenditures of Federal Awards (SEFA) was overstated. To ensure compliance with the Laboratory’s procurement policies, the Laboratory has implemented corrective actions as detailed below, in line with the recommendation: Corrective Actions Previously Implemented: 1. The Laboratory’s Internal Audit and Sponsored Program Accounting Offices will continue to conduct regular reviews of procurement items to ensure that documentation complies with Laboratory Procurement Methods Policy and Procedure, to ensure compliance with Laboratory policy, designed to ensure compliance with 2 CFR Sections 200.317 through 200.327. The audit focus will continue to be on 100% of sponsored award procurement transactions in the small purchase threshold. 2. The Laboratory Information Technology department, in collaboration with the Laboratory’s Procurement Office Director, enhanced certain system-generated reporting to allow for easier identification by Procurement Office personnel of charges to sponsored awards. Corrective Actions to be Implemented: 1. The Laboratory’s Sponsored Programs Accounting Office, in collaboration with its Procurement Office, will provide an annual re-education to Laboratory administrative research personnel concerning Laboratory Procurement Policies, designed to ensure compliance with 2 CFR Sections 200.317 through 200.327. 2. The Sponsored Programs Accounting Office will provide re-training for administrative staff to reinforce the Laboratory Procurement Method Policies and Procedure. 3. The Director of Procurement will streamline access and visibility of the Procurement Methods Policy and Procedure on the Laboratory’s internal website. Management intends for the re-education of administrative research personnel and re-training for administrative staff to be concluded by the end of the third quarter and/or early fourth quarter of 2025. Management intends to provide for streamlined access and visibility of Laboratory Procurement Methods Policy and Procedure on its internal website prior to the end of 2025.
Compliance Requirement: Procurement, Suspension, and Debarment Criteria: Procurement In accordance with 2 CFR Part 200 for Procurement, small purchase procedures are used for purchases that exceed the micro-purchase amount but do not exceed the simplified acquisition threshold ($250,000). If small purchase procedures are used, price or rate quotations must be obtained from an adequate number of qualified sources. Micro-purchases may be awarded without soliciting competitive quotations if the non-federal entity considers the price reasonable and maintains documents to support its conclusion. Further, in accordance with the Laboratory’s procurement policy, documentation is required, using the Laboratory’s vendor justification/price verification form, for purchases to support the price checking and vendor selection for the items being charged directly to a federal award. Condition: 30 procurement transactions were selected from all procurement transactions over $10,000 under federal awards. Of the 30 items selected, we noted 1 item did not follow the requirement to obtain and maintain documentation in accordance with the Laboratory’s policy over soliciting competitive quotations for procurements over $10,000. Possible Asserted Cause and Effect: The Laboratory did not comply with their procurement policy or the 2 CFR Part 200, Appendix XI. The review controls in place to identify such required documentation was not executed as designed and as a result an invoice was charged to a federal award without the requisite documentation. However, we note the Laboratory did identify the error in documentation after the fact, during a monitoring review conducted by internal audit in 2025. Identification of Questioned Costs: $33,940 Whether Sampling was Statistically Valid: The sample was not intended to be, and was not, a statistically valid sample. Identification of Whether the Audit Finding was a Repeat Findings: This is not a repeat finding. Recommendation: We recommend that the Laboratory review its current policies and procedures to ensure procurement transactions are reviewed and substantiated with formal documentation prior to approval of the transaction. Views of Responsible Officials: Management agrees with finding 2024-001. In fiscal year 2024 the Laboratory charged a federal sponsored award for a procurement item, which exceeded the Laboratory’s micro-purchase threshold, without maintaining the proper documentation as required by Laboratory procurement policy. In fiscal 2025 this item was identified by the Laboratory’s Internal Audit and Sponsored Programs Accounting Offices as part of their routine review program. The transaction cost was removed by Laboratory Management from the federal award within 90 days of the item’s discovery; however, because the item was identified and adjusted in 2025, the fiscal year 2024 Schedule of Expenditures of Federal Awards (SEFA) was overstated. To ensure compliance with the Laboratory’s procurement policies, the Laboratory has implemented corrective actions as detailed below, in line with the recommendation: Corrective Actions Previously Implemented: 1. The Laboratory’s Internal Audit and Sponsored Program Accounting Offices will continue to conduct regular reviews of procurement items to ensure that documentation complies with Laboratory Procurement Methods Policy and Procedure, to ensure compliance with Laboratory policy, designed to ensure compliance with 2 CFR Sections 200.317 through 200.327. The audit focus will continue to be on 100% of sponsored award procurement transactions in the small purchase threshold. 2. The Laboratory Information Technology department, in collaboration with the Laboratory’s Procurement Office Director, enhanced certain system-generated reporting to allow for easier identification by Procurement Office personnel of charges to sponsored awards. Corrective Actions to be Implemented: 1. The Laboratory’s Sponsored Programs Accounting Office, in collaboration with its Procurement Office, will provide an annual re-education to Laboratory administrative research personnel concerning Laboratory Procurement Policies, designed to ensure compliance with 2 CFR Sections 200.317 through 200.327. 2. The Sponsored Programs Accounting Office will provide re-training for administrative staff to reinforce the Laboratory Procurement Method Policies and Procedure. 3. The Director of Procurement will streamline access and visibility of the Procurement Methods Policy and Procedure on the Laboratory’s internal website. Management intends for the re-education of administrative research personnel and re-training for administrative staff to be concluded by the end of the third quarter and/or early fourth quarter of 2025. Management intends to provide for streamlined access and visibility of Laboratory Procurement Methods Policy and Procedure on its internal website prior to the end of 2025.