Audit 487

FY End
2023-03-31
Total Expended
$15.20M
Findings
24
Programs
10
Organization: Sunrise Community Health (CO)
Year: 2023 Accepted: 2023-10-10

Organization Exclusion Status:

Checking exclusion status...

Findings

ID Ref Severity Repeat Requirement
234 2023-001 Significant Deficiency - I
235 2023-002 Significant Deficiency - I
236 2023-003 Significant Deficiency - N
237 2023-001 Significant Deficiency - I
238 2023-002 Significant Deficiency - I
239 2023-003 Significant Deficiency - N
240 2023-001 Significant Deficiency - I
241 2023-002 Significant Deficiency - I
242 2023-003 Significant Deficiency - N
243 2023-001 Significant Deficiency - I
244 2023-002 Significant Deficiency - I
245 2023-003 Significant Deficiency - N
576676 2023-001 Significant Deficiency - I
576677 2023-002 Significant Deficiency - I
576678 2023-003 Significant Deficiency - N
576679 2023-001 Significant Deficiency - I
576680 2023-002 Significant Deficiency - I
576681 2023-003 Significant Deficiency - N
576682 2023-001 Significant Deficiency - I
576683 2023-002 Significant Deficiency - I
576684 2023-003 Significant Deficiency - N
576685 2023-001 Significant Deficiency - I
576686 2023-002 Significant Deficiency - I
576687 2023-003 Significant Deficiency - N

Contacts

Name Title Type
WATSKUE2WJK6 Cathy Wolff Auditee
9703504609 James Mann 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. De Minimis Rate Used: N Rate Explanation: Sunrise Community Health 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 Sunrise Community Health under programs of the federal government for the year ended March 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 Sunrise Community Health, it is not intended to and does not present the financial position, changes in net assets, or cash flows of Sunrise Community Health. The financial statements reflect revenue recognized from the Provider Relief Fund and American Rescue Plan (ARP) Rural Distribution of $-0- and $644,424 for the years ended March 31, 2023 and 2022, respectively. The Schedule includes Provider Relief Fund and American Rescue Plan (ARP) Rural Distribution amounts of $644,424 that were received during Period 4 in accordance with the requirements of the compliance supplement for assistance listing number 93.498. The Organization did not receive any Provider Relief Funds for Period 3.

Finding Details

Criteria or Specific Requirement 2 CFR Part 200 Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards requires compliance with the provisions of procurement and suspension and debarment. The Organization should have internal controls designed to ensure compliance with these provisions. Condition and Context During our testing over suspension and debarment, we noted the three instances in which the Organization did not perform the suspension and debarment check prior to entering into a transaction with a vendor. Effect The auditor noted instances of noncompliance. Noncompliance could result in possible federal funds being provided to ineligible vendors. Questioned Costs None identified. Cause The Organization lacks established internal controls and procedures over financial grant management. The Organization did not perform the suspension and debarment check prior to entering into the transactions. Recommendation We recommend the Organization implement a process to ensure suspension and debarment checks are performed and documentation to show that the checks are occurring prior to entering into transactions with vendors. Views of Responsible Officials Suspension and Debarment checks were occurring prior to a transaction with a new vendor; however, the checks were not saved. Any new vendor will have a check, and if we check them manually, we will begin to save these checks as documentation. We also implemented Compliatrics early in 2022 where we can enter our vendors into this system to do an auto check every month. It will flag us when a vendor is on the exclusion listing. Dell and NCHA were checked prior to transactions being entered into, but the documentation was not saved. These two vendors began being checked monthly through Compliatrics starting February 1, 2022. Amazon has now been entered into Compliatrics and is being checked monthly. Amazon was checked prior to using them as a vendor, but the documentation was not saved. As of June 8, 2023, Amazon is not on the exclusion list. We have begun to enter all vendors we utilize into this system.
Criteria or Specific Requirement 2 CFR Part 200 Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Award requires compliance with the provisions of procurement and suspension and debarment. The Organization should have internal controls designed to ensure compliance with these provisions. Condition and Context We noted the Organization is not in compliance with requirements related to Procurement, Suspension and Debarment. During our testing, we noted the following exceptions: • SCH The Organization’s procurement policy did not meet the requirements defined by 2 CFR 200. • The Organization did not retain support to document the procurement methods followed (I.e., sole source, small purchases, sealed bids, proposals, etc.). Effect The auditor noted instances of noncompliance. Noncompliance results in possible federal funds provided to ineligible subrecipients and/or vendors. Questioned Costs None identified. Cause The Organization lacks a uniform Procurement, Suspension & Debarment policy that is in compliance with the Federal regulations and/or the terms and conditions of the Federal award. Recommendation • We recommend the Organization review and update its procurement policy to ensure the policy meets the 2 CFR Part 200 Procurement requirements. • We recommend the Organization retain all documentation and support to show that the procurement policy was followed. Views of Responsible Officials The Organization will be reviewing and updating our procurement policy for any missing items not currently noted in our policies or procedures. Gateway and RC Telecom are our sole-source vendors based on the scope and nature of the work and our unique phone system set up. However, no documentation was recorded or kept for this vendor, besides quotes prior to purchases as well as purchase orders per our current purchasing procedure. Our current policy does mention competitive bidding, and the procedure mentions sole-source documentation and what we use for this documentation (currently a bid or quotation), but we need to expand and not just reference the CFR, but at minimum list our thresholds for procurement methods and other required elements. When we meet the bidding threshold, sealed bids are kept in our files. We have not had any sealed bid purchases in fiscal year 2023.
Criteria or Specific Requirement Per Title 42 Chapter 1 Subchapter D Section 51c303(f), “Health centers must have a schedule of fees or payments for the provision of their health services consistent with locally prevailing rates or charges designed to cover their reasonable costs of operation. They are also required to have a corresponding schedule of discounts applied and adjusted on the basis of the patient’s ability to pay.” Condition and Context During our testing of forty sliding fee discounts for health center patients qualifying for reduced charge visits, we identified two visits that received the incorrect sliding fee discount. Effect Potential that a patient would not receive the appropriate sliding fee discount. Questioned Costs None identified. Cause Clerical error in which the incorrect discount was applied due to lack of an oversight process in place. Recommendation We recommend the Organization to review internal controls in regards to the determination, recording, and monitoring of the sliding fee process to ensure that appropriate sliding fee rates/categories are utilized for each sliding fee encounter. Views of Responsible Officials The Organization’s enrollment and billing department will work together to identify when any errors occur based on the documentation the patient provides. The enrollment team will verify the rate, and the billing and coding team will begin checking to ensure the rate that the patient was screened for is the rate the patient is being charged for and that the correct discount applies.
Criteria or Specific Requirement 2 CFR Part 200 Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards requires compliance with the provisions of procurement and suspension and debarment. The Organization should have internal controls designed to ensure compliance with these provisions. Condition and Context During our testing over suspension and debarment, we noted the three instances in which the Organization did not perform the suspension and debarment check prior to entering into a transaction with a vendor. Effect The auditor noted instances of noncompliance. Noncompliance could result in possible federal funds being provided to ineligible vendors. Questioned Costs None identified. Cause The Organization lacks established internal controls and procedures over financial grant management. The Organization did not perform the suspension and debarment check prior to entering into the transactions. Recommendation We recommend the Organization implement a process to ensure suspension and debarment checks are performed and documentation to show that the checks are occurring prior to entering into transactions with vendors. Views of Responsible Officials Suspension and Debarment checks were occurring prior to a transaction with a new vendor; however, the checks were not saved. Any new vendor will have a check, and if we check them manually, we will begin to save these checks as documentation. We also implemented Compliatrics early in 2022 where we can enter our vendors into this system to do an auto check every month. It will flag us when a vendor is on the exclusion listing. Dell and NCHA were checked prior to transactions being entered into, but the documentation was not saved. These two vendors began being checked monthly through Compliatrics starting February 1, 2022. Amazon has now been entered into Compliatrics and is being checked monthly. Amazon was checked prior to using them as a vendor, but the documentation was not saved. As of June 8, 2023, Amazon is not on the exclusion list. We have begun to enter all vendors we utilize into this system.
Criteria or Specific Requirement 2 CFR Part 200 Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Award requires compliance with the provisions of procurement and suspension and debarment. The Organization should have internal controls designed to ensure compliance with these provisions. Condition and Context We noted the Organization is not in compliance with requirements related to Procurement, Suspension and Debarment. During our testing, we noted the following exceptions: • SCH The Organization’s procurement policy did not meet the requirements defined by 2 CFR 200. • The Organization did not retain support to document the procurement methods followed (I.e., sole source, small purchases, sealed bids, proposals, etc.). Effect The auditor noted instances of noncompliance. Noncompliance results in possible federal funds provided to ineligible subrecipients and/or vendors. Questioned Costs None identified. Cause The Organization lacks a uniform Procurement, Suspension & Debarment policy that is in compliance with the Federal regulations and/or the terms and conditions of the Federal award. Recommendation • We recommend the Organization review and update its procurement policy to ensure the policy meets the 2 CFR Part 200 Procurement requirements. • We recommend the Organization retain all documentation and support to show that the procurement policy was followed. Views of Responsible Officials The Organization will be reviewing and updating our procurement policy for any missing items not currently noted in our policies or procedures. Gateway and RC Telecom are our sole-source vendors based on the scope and nature of the work and our unique phone system set up. However, no documentation was recorded or kept for this vendor, besides quotes prior to purchases as well as purchase orders per our current purchasing procedure. Our current policy does mention competitive bidding, and the procedure mentions sole-source documentation and what we use for this documentation (currently a bid or quotation), but we need to expand and not just reference the CFR, but at minimum list our thresholds for procurement methods and other required elements. When we meet the bidding threshold, sealed bids are kept in our files. We have not had any sealed bid purchases in fiscal year 2023.
Criteria or Specific Requirement Per Title 42 Chapter 1 Subchapter D Section 51c303(f), “Health centers must have a schedule of fees or payments for the provision of their health services consistent with locally prevailing rates or charges designed to cover their reasonable costs of operation. They are also required to have a corresponding schedule of discounts applied and adjusted on the basis of the patient’s ability to pay.” Condition and Context During our testing of forty sliding fee discounts for health center patients qualifying for reduced charge visits, we identified two visits that received the incorrect sliding fee discount. Effect Potential that a patient would not receive the appropriate sliding fee discount. Questioned Costs None identified. Cause Clerical error in which the incorrect discount was applied due to lack of an oversight process in place. Recommendation We recommend the Organization to review internal controls in regards to the determination, recording, and monitoring of the sliding fee process to ensure that appropriate sliding fee rates/categories are utilized for each sliding fee encounter. Views of Responsible Officials The Organization’s enrollment and billing department will work together to identify when any errors occur based on the documentation the patient provides. The enrollment team will verify the rate, and the billing and coding team will begin checking to ensure the rate that the patient was screened for is the rate the patient is being charged for and that the correct discount applies.
Criteria or Specific Requirement 2 CFR Part 200 Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards requires compliance with the provisions of procurement and suspension and debarment. The Organization should have internal controls designed to ensure compliance with these provisions. Condition and Context During our testing over suspension and debarment, we noted the three instances in which the Organization did not perform the suspension and debarment check prior to entering into a transaction with a vendor. Effect The auditor noted instances of noncompliance. Noncompliance could result in possible federal funds being provided to ineligible vendors. Questioned Costs None identified. Cause The Organization lacks established internal controls and procedures over financial grant management. The Organization did not perform the suspension and debarment check prior to entering into the transactions. Recommendation We recommend the Organization implement a process to ensure suspension and debarment checks are performed and documentation to show that the checks are occurring prior to entering into transactions with vendors. Views of Responsible Officials Suspension and Debarment checks were occurring prior to a transaction with a new vendor; however, the checks were not saved. Any new vendor will have a check, and if we check them manually, we will begin to save these checks as documentation. We also implemented Compliatrics early in 2022 where we can enter our vendors into this system to do an auto check every month. It will flag us when a vendor is on the exclusion listing. Dell and NCHA were checked prior to transactions being entered into, but the documentation was not saved. These two vendors began being checked monthly through Compliatrics starting February 1, 2022. Amazon has now been entered into Compliatrics and is being checked monthly. Amazon was checked prior to using them as a vendor, but the documentation was not saved. As of June 8, 2023, Amazon is not on the exclusion list. We have begun to enter all vendors we utilize into this system.
Criteria or Specific Requirement 2 CFR Part 200 Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Award requires compliance with the provisions of procurement and suspension and debarment. The Organization should have internal controls designed to ensure compliance with these provisions. Condition and Context We noted the Organization is not in compliance with requirements related to Procurement, Suspension and Debarment. During our testing, we noted the following exceptions: • SCH The Organization’s procurement policy did not meet the requirements defined by 2 CFR 200. • The Organization did not retain support to document the procurement methods followed (I.e., sole source, small purchases, sealed bids, proposals, etc.). Effect The auditor noted instances of noncompliance. Noncompliance results in possible federal funds provided to ineligible subrecipients and/or vendors. Questioned Costs None identified. Cause The Organization lacks a uniform Procurement, Suspension & Debarment policy that is in compliance with the Federal regulations and/or the terms and conditions of the Federal award. Recommendation • We recommend the Organization review and update its procurement policy to ensure the policy meets the 2 CFR Part 200 Procurement requirements. • We recommend the Organization retain all documentation and support to show that the procurement policy was followed. Views of Responsible Officials The Organization will be reviewing and updating our procurement policy for any missing items not currently noted in our policies or procedures. Gateway and RC Telecom are our sole-source vendors based on the scope and nature of the work and our unique phone system set up. However, no documentation was recorded or kept for this vendor, besides quotes prior to purchases as well as purchase orders per our current purchasing procedure. Our current policy does mention competitive bidding, and the procedure mentions sole-source documentation and what we use for this documentation (currently a bid or quotation), but we need to expand and not just reference the CFR, but at minimum list our thresholds for procurement methods and other required elements. When we meet the bidding threshold, sealed bids are kept in our files. We have not had any sealed bid purchases in fiscal year 2023.
Criteria or Specific Requirement Per Title 42 Chapter 1 Subchapter D Section 51c303(f), “Health centers must have a schedule of fees or payments for the provision of their health services consistent with locally prevailing rates or charges designed to cover their reasonable costs of operation. They are also required to have a corresponding schedule of discounts applied and adjusted on the basis of the patient’s ability to pay.” Condition and Context During our testing of forty sliding fee discounts for health center patients qualifying for reduced charge visits, we identified two visits that received the incorrect sliding fee discount. Effect Potential that a patient would not receive the appropriate sliding fee discount. Questioned Costs None identified. Cause Clerical error in which the incorrect discount was applied due to lack of an oversight process in place. Recommendation We recommend the Organization to review internal controls in regards to the determination, recording, and monitoring of the sliding fee process to ensure that appropriate sliding fee rates/categories are utilized for each sliding fee encounter. Views of Responsible Officials The Organization’s enrollment and billing department will work together to identify when any errors occur based on the documentation the patient provides. The enrollment team will verify the rate, and the billing and coding team will begin checking to ensure the rate that the patient was screened for is the rate the patient is being charged for and that the correct discount applies.
Criteria or Specific Requirement 2 CFR Part 200 Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards requires compliance with the provisions of procurement and suspension and debarment. The Organization should have internal controls designed to ensure compliance with these provisions. Condition and Context During our testing over suspension and debarment, we noted the three instances in which the Organization did not perform the suspension and debarment check prior to entering into a transaction with a vendor. Effect The auditor noted instances of noncompliance. Noncompliance could result in possible federal funds being provided to ineligible vendors. Questioned Costs None identified. Cause The Organization lacks established internal controls and procedures over financial grant management. The Organization did not perform the suspension and debarment check prior to entering into the transactions. Recommendation We recommend the Organization implement a process to ensure suspension and debarment checks are performed and documentation to show that the checks are occurring prior to entering into transactions with vendors. Views of Responsible Officials Suspension and Debarment checks were occurring prior to a transaction with a new vendor; however, the checks were not saved. Any new vendor will have a check, and if we check them manually, we will begin to save these checks as documentation. We also implemented Compliatrics early in 2022 where we can enter our vendors into this system to do an auto check every month. It will flag us when a vendor is on the exclusion listing. Dell and NCHA were checked prior to transactions being entered into, but the documentation was not saved. These two vendors began being checked monthly through Compliatrics starting February 1, 2022. Amazon has now been entered into Compliatrics and is being checked monthly. Amazon was checked prior to using them as a vendor, but the documentation was not saved. As of June 8, 2023, Amazon is not on the exclusion list. We have begun to enter all vendors we utilize into this system.
Criteria or Specific Requirement 2 CFR Part 200 Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Award requires compliance with the provisions of procurement and suspension and debarment. The Organization should have internal controls designed to ensure compliance with these provisions. Condition and Context We noted the Organization is not in compliance with requirements related to Procurement, Suspension and Debarment. During our testing, we noted the following exceptions: • SCH The Organization’s procurement policy did not meet the requirements defined by 2 CFR 200. • The Organization did not retain support to document the procurement methods followed (I.e., sole source, small purchases, sealed bids, proposals, etc.). Effect The auditor noted instances of noncompliance. Noncompliance results in possible federal funds provided to ineligible subrecipients and/or vendors. Questioned Costs None identified. Cause The Organization lacks a uniform Procurement, Suspension & Debarment policy that is in compliance with the Federal regulations and/or the terms and conditions of the Federal award. Recommendation • We recommend the Organization review and update its procurement policy to ensure the policy meets the 2 CFR Part 200 Procurement requirements. • We recommend the Organization retain all documentation and support to show that the procurement policy was followed. Views of Responsible Officials The Organization will be reviewing and updating our procurement policy for any missing items not currently noted in our policies or procedures. Gateway and RC Telecom are our sole-source vendors based on the scope and nature of the work and our unique phone system set up. However, no documentation was recorded or kept for this vendor, besides quotes prior to purchases as well as purchase orders per our current purchasing procedure. Our current policy does mention competitive bidding, and the procedure mentions sole-source documentation and what we use for this documentation (currently a bid or quotation), but we need to expand and not just reference the CFR, but at minimum list our thresholds for procurement methods and other required elements. When we meet the bidding threshold, sealed bids are kept in our files. We have not had any sealed bid purchases in fiscal year 2023.
Criteria or Specific Requirement Per Title 42 Chapter 1 Subchapter D Section 51c303(f), “Health centers must have a schedule of fees or payments for the provision of their health services consistent with locally prevailing rates or charges designed to cover their reasonable costs of operation. They are also required to have a corresponding schedule of discounts applied and adjusted on the basis of the patient’s ability to pay.” Condition and Context During our testing of forty sliding fee discounts for health center patients qualifying for reduced charge visits, we identified two visits that received the incorrect sliding fee discount. Effect Potential that a patient would not receive the appropriate sliding fee discount. Questioned Costs None identified. Cause Clerical error in which the incorrect discount was applied due to lack of an oversight process in place. Recommendation We recommend the Organization to review internal controls in regards to the determination, recording, and monitoring of the sliding fee process to ensure that appropriate sliding fee rates/categories are utilized for each sliding fee encounter. Views of Responsible Officials The Organization’s enrollment and billing department will work together to identify when any errors occur based on the documentation the patient provides. The enrollment team will verify the rate, and the billing and coding team will begin checking to ensure the rate that the patient was screened for is the rate the patient is being charged for and that the correct discount applies.
Criteria or Specific Requirement 2 CFR Part 200 Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards requires compliance with the provisions of procurement and suspension and debarment. The Organization should have internal controls designed to ensure compliance with these provisions. Condition and Context During our testing over suspension and debarment, we noted the three instances in which the Organization did not perform the suspension and debarment check prior to entering into a transaction with a vendor. Effect The auditor noted instances of noncompliance. Noncompliance could result in possible federal funds being provided to ineligible vendors. Questioned Costs None identified. Cause The Organization lacks established internal controls and procedures over financial grant management. The Organization did not perform the suspension and debarment check prior to entering into the transactions. Recommendation We recommend the Organization implement a process to ensure suspension and debarment checks are performed and documentation to show that the checks are occurring prior to entering into transactions with vendors. Views of Responsible Officials Suspension and Debarment checks were occurring prior to a transaction with a new vendor; however, the checks were not saved. Any new vendor will have a check, and if we check them manually, we will begin to save these checks as documentation. We also implemented Compliatrics early in 2022 where we can enter our vendors into this system to do an auto check every month. It will flag us when a vendor is on the exclusion listing. Dell and NCHA were checked prior to transactions being entered into, but the documentation was not saved. These two vendors began being checked monthly through Compliatrics starting February 1, 2022. Amazon has now been entered into Compliatrics and is being checked monthly. Amazon was checked prior to using them as a vendor, but the documentation was not saved. As of June 8, 2023, Amazon is not on the exclusion list. We have begun to enter all vendors we utilize into this system.
Criteria or Specific Requirement 2 CFR Part 200 Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Award requires compliance with the provisions of procurement and suspension and debarment. The Organization should have internal controls designed to ensure compliance with these provisions. Condition and Context We noted the Organization is not in compliance with requirements related to Procurement, Suspension and Debarment. During our testing, we noted the following exceptions: • SCH The Organization’s procurement policy did not meet the requirements defined by 2 CFR 200. • The Organization did not retain support to document the procurement methods followed (I.e., sole source, small purchases, sealed bids, proposals, etc.). Effect The auditor noted instances of noncompliance. Noncompliance results in possible federal funds provided to ineligible subrecipients and/or vendors. Questioned Costs None identified. Cause The Organization lacks a uniform Procurement, Suspension & Debarment policy that is in compliance with the Federal regulations and/or the terms and conditions of the Federal award. Recommendation • We recommend the Organization review and update its procurement policy to ensure the policy meets the 2 CFR Part 200 Procurement requirements. • We recommend the Organization retain all documentation and support to show that the procurement policy was followed. Views of Responsible Officials The Organization will be reviewing and updating our procurement policy for any missing items not currently noted in our policies or procedures. Gateway and RC Telecom are our sole-source vendors based on the scope and nature of the work and our unique phone system set up. However, no documentation was recorded or kept for this vendor, besides quotes prior to purchases as well as purchase orders per our current purchasing procedure. Our current policy does mention competitive bidding, and the procedure mentions sole-source documentation and what we use for this documentation (currently a bid or quotation), but we need to expand and not just reference the CFR, but at minimum list our thresholds for procurement methods and other required elements. When we meet the bidding threshold, sealed bids are kept in our files. We have not had any sealed bid purchases in fiscal year 2023.
Criteria or Specific Requirement Per Title 42 Chapter 1 Subchapter D Section 51c303(f), “Health centers must have a schedule of fees or payments for the provision of their health services consistent with locally prevailing rates or charges designed to cover their reasonable costs of operation. They are also required to have a corresponding schedule of discounts applied and adjusted on the basis of the patient’s ability to pay.” Condition and Context During our testing of forty sliding fee discounts for health center patients qualifying for reduced charge visits, we identified two visits that received the incorrect sliding fee discount. Effect Potential that a patient would not receive the appropriate sliding fee discount. Questioned Costs None identified. Cause Clerical error in which the incorrect discount was applied due to lack of an oversight process in place. Recommendation We recommend the Organization to review internal controls in regards to the determination, recording, and monitoring of the sliding fee process to ensure that appropriate sliding fee rates/categories are utilized for each sliding fee encounter. Views of Responsible Officials The Organization’s enrollment and billing department will work together to identify when any errors occur based on the documentation the patient provides. The enrollment team will verify the rate, and the billing and coding team will begin checking to ensure the rate that the patient was screened for is the rate the patient is being charged for and that the correct discount applies.
Criteria or Specific Requirement 2 CFR Part 200 Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards requires compliance with the provisions of procurement and suspension and debarment. The Organization should have internal controls designed to ensure compliance with these provisions. Condition and Context During our testing over suspension and debarment, we noted the three instances in which the Organization did not perform the suspension and debarment check prior to entering into a transaction with a vendor. Effect The auditor noted instances of noncompliance. Noncompliance could result in possible federal funds being provided to ineligible vendors. Questioned Costs None identified. Cause The Organization lacks established internal controls and procedures over financial grant management. The Organization did not perform the suspension and debarment check prior to entering into the transactions. Recommendation We recommend the Organization implement a process to ensure suspension and debarment checks are performed and documentation to show that the checks are occurring prior to entering into transactions with vendors. Views of Responsible Officials Suspension and Debarment checks were occurring prior to a transaction with a new vendor; however, the checks were not saved. Any new vendor will have a check, and if we check them manually, we will begin to save these checks as documentation. We also implemented Compliatrics early in 2022 where we can enter our vendors into this system to do an auto check every month. It will flag us when a vendor is on the exclusion listing. Dell and NCHA were checked prior to transactions being entered into, but the documentation was not saved. These two vendors began being checked monthly through Compliatrics starting February 1, 2022. Amazon has now been entered into Compliatrics and is being checked monthly. Amazon was checked prior to using them as a vendor, but the documentation was not saved. As of June 8, 2023, Amazon is not on the exclusion list. We have begun to enter all vendors we utilize into this system.
Criteria or Specific Requirement 2 CFR Part 200 Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Award requires compliance with the provisions of procurement and suspension and debarment. The Organization should have internal controls designed to ensure compliance with these provisions. Condition and Context We noted the Organization is not in compliance with requirements related to Procurement, Suspension and Debarment. During our testing, we noted the following exceptions: • SCH The Organization’s procurement policy did not meet the requirements defined by 2 CFR 200. • The Organization did not retain support to document the procurement methods followed (I.e., sole source, small purchases, sealed bids, proposals, etc.). Effect The auditor noted instances of noncompliance. Noncompliance results in possible federal funds provided to ineligible subrecipients and/or vendors. Questioned Costs None identified. Cause The Organization lacks a uniform Procurement, Suspension & Debarment policy that is in compliance with the Federal regulations and/or the terms and conditions of the Federal award. Recommendation • We recommend the Organization review and update its procurement policy to ensure the policy meets the 2 CFR Part 200 Procurement requirements. • We recommend the Organization retain all documentation and support to show that the procurement policy was followed. Views of Responsible Officials The Organization will be reviewing and updating our procurement policy for any missing items not currently noted in our policies or procedures. Gateway and RC Telecom are our sole-source vendors based on the scope and nature of the work and our unique phone system set up. However, no documentation was recorded or kept for this vendor, besides quotes prior to purchases as well as purchase orders per our current purchasing procedure. Our current policy does mention competitive bidding, and the procedure mentions sole-source documentation and what we use for this documentation (currently a bid or quotation), but we need to expand and not just reference the CFR, but at minimum list our thresholds for procurement methods and other required elements. When we meet the bidding threshold, sealed bids are kept in our files. We have not had any sealed bid purchases in fiscal year 2023.
Criteria or Specific Requirement Per Title 42 Chapter 1 Subchapter D Section 51c303(f), “Health centers must have a schedule of fees or payments for the provision of their health services consistent with locally prevailing rates or charges designed to cover their reasonable costs of operation. They are also required to have a corresponding schedule of discounts applied and adjusted on the basis of the patient’s ability to pay.” Condition and Context During our testing of forty sliding fee discounts for health center patients qualifying for reduced charge visits, we identified two visits that received the incorrect sliding fee discount. Effect Potential that a patient would not receive the appropriate sliding fee discount. Questioned Costs None identified. Cause Clerical error in which the incorrect discount was applied due to lack of an oversight process in place. Recommendation We recommend the Organization to review internal controls in regards to the determination, recording, and monitoring of the sliding fee process to ensure that appropriate sliding fee rates/categories are utilized for each sliding fee encounter. Views of Responsible Officials The Organization’s enrollment and billing department will work together to identify when any errors occur based on the documentation the patient provides. The enrollment team will verify the rate, and the billing and coding team will begin checking to ensure the rate that the patient was screened for is the rate the patient is being charged for and that the correct discount applies.
Criteria or Specific Requirement 2 CFR Part 200 Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards requires compliance with the provisions of procurement and suspension and debarment. The Organization should have internal controls designed to ensure compliance with these provisions. Condition and Context During our testing over suspension and debarment, we noted the three instances in which the Organization did not perform the suspension and debarment check prior to entering into a transaction with a vendor. Effect The auditor noted instances of noncompliance. Noncompliance could result in possible federal funds being provided to ineligible vendors. Questioned Costs None identified. Cause The Organization lacks established internal controls and procedures over financial grant management. The Organization did not perform the suspension and debarment check prior to entering into the transactions. Recommendation We recommend the Organization implement a process to ensure suspension and debarment checks are performed and documentation to show that the checks are occurring prior to entering into transactions with vendors. Views of Responsible Officials Suspension and Debarment checks were occurring prior to a transaction with a new vendor; however, the checks were not saved. Any new vendor will have a check, and if we check them manually, we will begin to save these checks as documentation. We also implemented Compliatrics early in 2022 where we can enter our vendors into this system to do an auto check every month. It will flag us when a vendor is on the exclusion listing. Dell and NCHA were checked prior to transactions being entered into, but the documentation was not saved. These two vendors began being checked monthly through Compliatrics starting February 1, 2022. Amazon has now been entered into Compliatrics and is being checked monthly. Amazon was checked prior to using them as a vendor, but the documentation was not saved. As of June 8, 2023, Amazon is not on the exclusion list. We have begun to enter all vendors we utilize into this system.
Criteria or Specific Requirement 2 CFR Part 200 Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Award requires compliance with the provisions of procurement and suspension and debarment. The Organization should have internal controls designed to ensure compliance with these provisions. Condition and Context We noted the Organization is not in compliance with requirements related to Procurement, Suspension and Debarment. During our testing, we noted the following exceptions: • SCH The Organization’s procurement policy did not meet the requirements defined by 2 CFR 200. • The Organization did not retain support to document the procurement methods followed (I.e., sole source, small purchases, sealed bids, proposals, etc.). Effect The auditor noted instances of noncompliance. Noncompliance results in possible federal funds provided to ineligible subrecipients and/or vendors. Questioned Costs None identified. Cause The Organization lacks a uniform Procurement, Suspension & Debarment policy that is in compliance with the Federal regulations and/or the terms and conditions of the Federal award. Recommendation • We recommend the Organization review and update its procurement policy to ensure the policy meets the 2 CFR Part 200 Procurement requirements. • We recommend the Organization retain all documentation and support to show that the procurement policy was followed. Views of Responsible Officials The Organization will be reviewing and updating our procurement policy for any missing items not currently noted in our policies or procedures. Gateway and RC Telecom are our sole-source vendors based on the scope and nature of the work and our unique phone system set up. However, no documentation was recorded or kept for this vendor, besides quotes prior to purchases as well as purchase orders per our current purchasing procedure. Our current policy does mention competitive bidding, and the procedure mentions sole-source documentation and what we use for this documentation (currently a bid or quotation), but we need to expand and not just reference the CFR, but at minimum list our thresholds for procurement methods and other required elements. When we meet the bidding threshold, sealed bids are kept in our files. We have not had any sealed bid purchases in fiscal year 2023.
Criteria or Specific Requirement Per Title 42 Chapter 1 Subchapter D Section 51c303(f), “Health centers must have a schedule of fees or payments for the provision of their health services consistent with locally prevailing rates or charges designed to cover their reasonable costs of operation. They are also required to have a corresponding schedule of discounts applied and adjusted on the basis of the patient’s ability to pay.” Condition and Context During our testing of forty sliding fee discounts for health center patients qualifying for reduced charge visits, we identified two visits that received the incorrect sliding fee discount. Effect Potential that a patient would not receive the appropriate sliding fee discount. Questioned Costs None identified. Cause Clerical error in which the incorrect discount was applied due to lack of an oversight process in place. Recommendation We recommend the Organization to review internal controls in regards to the determination, recording, and monitoring of the sliding fee process to ensure that appropriate sliding fee rates/categories are utilized for each sliding fee encounter. Views of Responsible Officials The Organization’s enrollment and billing department will work together to identify when any errors occur based on the documentation the patient provides. The enrollment team will verify the rate, and the billing and coding team will begin checking to ensure the rate that the patient was screened for is the rate the patient is being charged for and that the correct discount applies.
Criteria or Specific Requirement 2 CFR Part 200 Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards requires compliance with the provisions of procurement and suspension and debarment. The Organization should have internal controls designed to ensure compliance with these provisions. Condition and Context During our testing over suspension and debarment, we noted the three instances in which the Organization did not perform the suspension and debarment check prior to entering into a transaction with a vendor. Effect The auditor noted instances of noncompliance. Noncompliance could result in possible federal funds being provided to ineligible vendors. Questioned Costs None identified. Cause The Organization lacks established internal controls and procedures over financial grant management. The Organization did not perform the suspension and debarment check prior to entering into the transactions. Recommendation We recommend the Organization implement a process to ensure suspension and debarment checks are performed and documentation to show that the checks are occurring prior to entering into transactions with vendors. Views of Responsible Officials Suspension and Debarment checks were occurring prior to a transaction with a new vendor; however, the checks were not saved. Any new vendor will have a check, and if we check them manually, we will begin to save these checks as documentation. We also implemented Compliatrics early in 2022 where we can enter our vendors into this system to do an auto check every month. It will flag us when a vendor is on the exclusion listing. Dell and NCHA were checked prior to transactions being entered into, but the documentation was not saved. These two vendors began being checked monthly through Compliatrics starting February 1, 2022. Amazon has now been entered into Compliatrics and is being checked monthly. Amazon was checked prior to using them as a vendor, but the documentation was not saved. As of June 8, 2023, Amazon is not on the exclusion list. We have begun to enter all vendors we utilize into this system.
Criteria or Specific Requirement 2 CFR Part 200 Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Award requires compliance with the provisions of procurement and suspension and debarment. The Organization should have internal controls designed to ensure compliance with these provisions. Condition and Context We noted the Organization is not in compliance with requirements related to Procurement, Suspension and Debarment. During our testing, we noted the following exceptions: • SCH The Organization’s procurement policy did not meet the requirements defined by 2 CFR 200. • The Organization did not retain support to document the procurement methods followed (I.e., sole source, small purchases, sealed bids, proposals, etc.). Effect The auditor noted instances of noncompliance. Noncompliance results in possible federal funds provided to ineligible subrecipients and/or vendors. Questioned Costs None identified. Cause The Organization lacks a uniform Procurement, Suspension & Debarment policy that is in compliance with the Federal regulations and/or the terms and conditions of the Federal award. Recommendation • We recommend the Organization review and update its procurement policy to ensure the policy meets the 2 CFR Part 200 Procurement requirements. • We recommend the Organization retain all documentation and support to show that the procurement policy was followed. Views of Responsible Officials The Organization will be reviewing and updating our procurement policy for any missing items not currently noted in our policies or procedures. Gateway and RC Telecom are our sole-source vendors based on the scope and nature of the work and our unique phone system set up. However, no documentation was recorded or kept for this vendor, besides quotes prior to purchases as well as purchase orders per our current purchasing procedure. Our current policy does mention competitive bidding, and the procedure mentions sole-source documentation and what we use for this documentation (currently a bid or quotation), but we need to expand and not just reference the CFR, but at minimum list our thresholds for procurement methods and other required elements. When we meet the bidding threshold, sealed bids are kept in our files. We have not had any sealed bid purchases in fiscal year 2023.
Criteria or Specific Requirement Per Title 42 Chapter 1 Subchapter D Section 51c303(f), “Health centers must have a schedule of fees or payments for the provision of their health services consistent with locally prevailing rates or charges designed to cover their reasonable costs of operation. They are also required to have a corresponding schedule of discounts applied and adjusted on the basis of the patient’s ability to pay.” Condition and Context During our testing of forty sliding fee discounts for health center patients qualifying for reduced charge visits, we identified two visits that received the incorrect sliding fee discount. Effect Potential that a patient would not receive the appropriate sliding fee discount. Questioned Costs None identified. Cause Clerical error in which the incorrect discount was applied due to lack of an oversight process in place. Recommendation We recommend the Organization to review internal controls in regards to the determination, recording, and monitoring of the sliding fee process to ensure that appropriate sliding fee rates/categories are utilized for each sliding fee encounter. Views of Responsible Officials The Organization’s enrollment and billing department will work together to identify when any errors occur based on the documentation the patient provides. The enrollment team will verify the rate, and the billing and coding team will begin checking to ensure the rate that the patient was screened for is the rate the patient is being charged for and that the correct discount applies.