Audit 56895

FY End
2022-06-30
Total Expended
$36.01M
Findings
4
Programs
28
Organization: Southern Oregon University (OR)
Year: 2022 Accepted: 2023-03-28

Organization Exclusion Status:

Checking exclusion status...

Findings

ID Ref Severity Repeat Requirement
61669 2022-002 Significant Deficiency Yes L
61670 2022-002 Significant Deficiency Yes L
638111 2022-002 Significant Deficiency Yes L
638112 2022-002 Significant Deficiency Yes L

Programs

ALN Program Spent Major Findings
84.268 Federal Direct Student Loans $16.85M - 0
84.425 Covid-19 - Higher Education Emergency Relief Fund (heerf) Student Aid Portion $5.79M Yes 1
84.425 Covid-19 - Higher Education Emergency Relief Fund (heerf) Institutional Portion $5.77M Yes 1
84.063 Federal Pell Grant Program $5.34M - 0
84.033 Federal Work-Study Program $529,277 - 0
84.007 Federal Supplemental Educational Opportunity Grants $402,315 - 0
84.042 Trio_student Support Services $285,262 - 0
84.425 Covid-19 - Higher Education Emergency Relief Fund (heerf) Strengthening Institutions Program $266,097 Yes 0
84.217 Trio_mcnair Post-Baccalaureate Achievement $261,075 - 0
84.425 Covid-19 - Governor's Emergency Education Relief (geer) Fund $114,754 Yes 0
84.336 Teacher Quality Partnership Grants $31,542 - 0
59.037 Small Business Development Centers $28,379 - 0
15.945 Cooperative Research and Training Programs ? Resources of the National Park System $27,258 - 0
97.036 Disaster Grants - Public Assistance (presidentially Declared Disasters) $23,831 - 0
15.915 Technical Preservation Services $19,642 - 0
84.379 Teacher Education Assistance for College and Higher Education Grants (teach Grants) $18,859 - 0
15.156 Tribal Climate Resilience $13,330 - 0
84.011 Migrant Education_state Grant Program $8,877 - 0
10.699 Partnership Agreements $6,307 - 0
47.074 Biological Sciences $6,158 - 0
15.224 Cultural and Paleontological Resources Management $5,921 - 0
47.050 Geosciences $5,241 - 0
15.233 Forests and Woodlands Resource Management $5,124 - 0
84.367 Supporting Effective Instruction State Grants (formerly Improving Teacher Quality State Grants) $3,300 - 0
47.076 Education and Human Resources $2,245 - 0
15.511 Cultural Resources Management $2,000 - 0
20.106 Airport Improvement Program $15 - 0
15.225 Recreation Resource Management $-707 - 0

Contacts

Name Title Type
GL1WH5BDCN74 Agnes Maina Auditee
5415526594 Jean Bushong 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 for all awards. Under these principles, 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: The auditee did not use the de minimis cost rate. The accompanying schedule of expenditures of federal awards (the Schedule) includes the federal award activity of Southern Oregon University under programs of the federal government of the year ended June 30, 2022. The information in this Schedule is presented in accordance with the requirements of Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). Because the Schedule presents only a selected portion of the operations of Southern Oregon University, it is not intended to and does not present the financial positon, changes in net position, or cash flows of Southern Oregon University.

Finding Details

Criteria or specific requirement: The Code of Federal Regulations, 2 CFR 200.303, non-Federal entities receiving Federal awards are required to establish and maintain internal controls designed to reasonably ensure compliance with federal laws, regulations and program compliance requirements. In accordance with section 2003 of the American Rescue Plan Act of 2021 (ARP) (Pub. L. 117-2) (supplemental award or grant) by the U.S. Department of Education and section 2003 of the ARP and section 314 of the Coronavirus Response and Relief Supplemental Appropriations Act, 2021 (CRRSAA) (Pub. L. 116-260), recipients must promptly and timely provide a detailed accounting of the use and expenditure of the funds provided by these supplemental award in such manner and with such frequency as the Secretary may require. There are three components to reporting for HEERF: 1) public reporting on the (a)(1) Student Aid Portion; 2) public reporting on the (a)(1) Institutional Portion (a)(2) and (a)(3) subprograms (Quarterly Reporting Form), as applicable; and 3) the annual report. Condition: The University is not in compliance with quarterly and annual reporting requirements for HEERF Institutional and Student Grants. Questioned costs: N/A Context: We tested two of the four required quarterly student reports, two of the four required quarterly institutional reports, and the one required annual report. During our testing of this sample for the HEERF reporting requirements at Southern Oregon University, we noted: 1) Non-Compliant Student Quarterly Reporting a. Neither of the two quarterly student reports tested had an acknowledgement that the University signed and returned to the Department of Education the Certification and Agreement and the assurance that the University has used the applicable amount of funds designated under the Coronavirus Response and Relief Supplemental Appropriations Act, 2021 (CRRSAA) to provide Emergency Financial Aid Grants to Students. Both of these were required elements of the student quarterly reporting. b. On both reports tested, the University reported total amount of emergency financial aid grants distributed, the estimated total number of students at the institution that are eligible to receive emergency financial aid grants, and the total number of students who have received an emergency financial aid grant cumulatively, not on a quarterly basis. Additionally, the reports were cumulative as of days mid-month. 2) Non-Compliant Institutional Quarterly Reporting. a. The Original report published for the third quarter of 2021 was not retained on the website. The revised report was published in January 2022. Ultimately the reports were not posted timely within the 10-day requirement. b. The first quarter of 2022 report was also published 1 day after the deadline on 4/11/2022. 3) Non-Compliant Annual Reporting a. Institutional amounts spent in accordance with section 2003(5) of the American Rescue Plan Act of 2021 were not correctly reported on the 2021 annual report. Specifically, no amounts were reported for earmarking requirements in accordance with the ARP Institutional Appropriation expended in 2021. Cause: Staff turnover and misunderstanding of reporting guidance caused the reporting non-compliance. Effect: The University was not in compliance with HEERF reporting requirements. Repeat finding: Yes 2021-003 Recommendation: We recommend that the University continue to review their reporting policies and procedures to ensure accurate and timely reporting. View of responsible official: The University agrees with the finding.
Criteria or specific requirement: The Code of Federal Regulations, 2 CFR 200.303, non-Federal entities receiving Federal awards are required to establish and maintain internal controls designed to reasonably ensure compliance with federal laws, regulations and program compliance requirements. In accordance with section 2003 of the American Rescue Plan Act of 2021 (ARP) (Pub. L. 117-2) (supplemental award or grant) by the U.S. Department of Education and section 2003 of the ARP and section 314 of the Coronavirus Response and Relief Supplemental Appropriations Act, 2021 (CRRSAA) (Pub. L. 116-260), recipients must promptly and timely provide a detailed accounting of the use and expenditure of the funds provided by these supplemental award in such manner and with such frequency as the Secretary may require. There are three components to reporting for HEERF: 1) public reporting on the (a)(1) Student Aid Portion; 2) public reporting on the (a)(1) Institutional Portion (a)(2) and (a)(3) subprograms (Quarterly Reporting Form), as applicable; and 3) the annual report. Condition: The University is not in compliance with quarterly and annual reporting requirements for HEERF Institutional and Student Grants. Questioned costs: N/A Context: We tested two of the four required quarterly student reports, two of the four required quarterly institutional reports, and the one required annual report. During our testing of this sample for the HEERF reporting requirements at Southern Oregon University, we noted: 1) Non-Compliant Student Quarterly Reporting a. Neither of the two quarterly student reports tested had an acknowledgement that the University signed and returned to the Department of Education the Certification and Agreement and the assurance that the University has used the applicable amount of funds designated under the Coronavirus Response and Relief Supplemental Appropriations Act, 2021 (CRRSAA) to provide Emergency Financial Aid Grants to Students. Both of these were required elements of the student quarterly reporting. b. On both reports tested, the University reported total amount of emergency financial aid grants distributed, the estimated total number of students at the institution that are eligible to receive emergency financial aid grants, and the total number of students who have received an emergency financial aid grant cumulatively, not on a quarterly basis. Additionally, the reports were cumulative as of days mid-month. 2) Non-Compliant Institutional Quarterly Reporting. a. The Original report published for the third quarter of 2021 was not retained on the website. The revised report was published in January 2022. Ultimately the reports were not posted timely within the 10-day requirement. b. The first quarter of 2022 report was also published 1 day after the deadline on 4/11/2022. 3) Non-Compliant Annual Reporting a. Institutional amounts spent in accordance with section 2003(5) of the American Rescue Plan Act of 2021 were not correctly reported on the 2021 annual report. Specifically, no amounts were reported for earmarking requirements in accordance with the ARP Institutional Appropriation expended in 2021. Cause: Staff turnover and misunderstanding of reporting guidance caused the reporting non-compliance. Effect: The University was not in compliance with HEERF reporting requirements. Repeat finding: Yes 2021-003 Recommendation: We recommend that the University continue to review their reporting policies and procedures to ensure accurate and timely reporting. View of responsible official: The University agrees with the finding.
Criteria or specific requirement: The Code of Federal Regulations, 2 CFR 200.303, non-Federal entities receiving Federal awards are required to establish and maintain internal controls designed to reasonably ensure compliance with federal laws, regulations and program compliance requirements. In accordance with section 2003 of the American Rescue Plan Act of 2021 (ARP) (Pub. L. 117-2) (supplemental award or grant) by the U.S. Department of Education and section 2003 of the ARP and section 314 of the Coronavirus Response and Relief Supplemental Appropriations Act, 2021 (CRRSAA) (Pub. L. 116-260), recipients must promptly and timely provide a detailed accounting of the use and expenditure of the funds provided by these supplemental award in such manner and with such frequency as the Secretary may require. There are three components to reporting for HEERF: 1) public reporting on the (a)(1) Student Aid Portion; 2) public reporting on the (a)(1) Institutional Portion (a)(2) and (a)(3) subprograms (Quarterly Reporting Form), as applicable; and 3) the annual report. Condition: The University is not in compliance with quarterly and annual reporting requirements for HEERF Institutional and Student Grants. Questioned costs: N/A Context: We tested two of the four required quarterly student reports, two of the four required quarterly institutional reports, and the one required annual report. During our testing of this sample for the HEERF reporting requirements at Southern Oregon University, we noted: 1) Non-Compliant Student Quarterly Reporting a. Neither of the two quarterly student reports tested had an acknowledgement that the University signed and returned to the Department of Education the Certification and Agreement and the assurance that the University has used the applicable amount of funds designated under the Coronavirus Response and Relief Supplemental Appropriations Act, 2021 (CRRSAA) to provide Emergency Financial Aid Grants to Students. Both of these were required elements of the student quarterly reporting. b. On both reports tested, the University reported total amount of emergency financial aid grants distributed, the estimated total number of students at the institution that are eligible to receive emergency financial aid grants, and the total number of students who have received an emergency financial aid grant cumulatively, not on a quarterly basis. Additionally, the reports were cumulative as of days mid-month. 2) Non-Compliant Institutional Quarterly Reporting. a. The Original report published for the third quarter of 2021 was not retained on the website. The revised report was published in January 2022. Ultimately the reports were not posted timely within the 10-day requirement. b. The first quarter of 2022 report was also published 1 day after the deadline on 4/11/2022. 3) Non-Compliant Annual Reporting a. Institutional amounts spent in accordance with section 2003(5) of the American Rescue Plan Act of 2021 were not correctly reported on the 2021 annual report. Specifically, no amounts were reported for earmarking requirements in accordance with the ARP Institutional Appropriation expended in 2021. Cause: Staff turnover and misunderstanding of reporting guidance caused the reporting non-compliance. Effect: The University was not in compliance with HEERF reporting requirements. Repeat finding: Yes 2021-003 Recommendation: We recommend that the University continue to review their reporting policies and procedures to ensure accurate and timely reporting. View of responsible official: The University agrees with the finding.
Criteria or specific requirement: The Code of Federal Regulations, 2 CFR 200.303, non-Federal entities receiving Federal awards are required to establish and maintain internal controls designed to reasonably ensure compliance with federal laws, regulations and program compliance requirements. In accordance with section 2003 of the American Rescue Plan Act of 2021 (ARP) (Pub. L. 117-2) (supplemental award or grant) by the U.S. Department of Education and section 2003 of the ARP and section 314 of the Coronavirus Response and Relief Supplemental Appropriations Act, 2021 (CRRSAA) (Pub. L. 116-260), recipients must promptly and timely provide a detailed accounting of the use and expenditure of the funds provided by these supplemental award in such manner and with such frequency as the Secretary may require. There are three components to reporting for HEERF: 1) public reporting on the (a)(1) Student Aid Portion; 2) public reporting on the (a)(1) Institutional Portion (a)(2) and (a)(3) subprograms (Quarterly Reporting Form), as applicable; and 3) the annual report. Condition: The University is not in compliance with quarterly and annual reporting requirements for HEERF Institutional and Student Grants. Questioned costs: N/A Context: We tested two of the four required quarterly student reports, two of the four required quarterly institutional reports, and the one required annual report. During our testing of this sample for the HEERF reporting requirements at Southern Oregon University, we noted: 1) Non-Compliant Student Quarterly Reporting a. Neither of the two quarterly student reports tested had an acknowledgement that the University signed and returned to the Department of Education the Certification and Agreement and the assurance that the University has used the applicable amount of funds designated under the Coronavirus Response and Relief Supplemental Appropriations Act, 2021 (CRRSAA) to provide Emergency Financial Aid Grants to Students. Both of these were required elements of the student quarterly reporting. b. On both reports tested, the University reported total amount of emergency financial aid grants distributed, the estimated total number of students at the institution that are eligible to receive emergency financial aid grants, and the total number of students who have received an emergency financial aid grant cumulatively, not on a quarterly basis. Additionally, the reports were cumulative as of days mid-month. 2) Non-Compliant Institutional Quarterly Reporting. a. The Original report published for the third quarter of 2021 was not retained on the website. The revised report was published in January 2022. Ultimately the reports were not posted timely within the 10-day requirement. b. The first quarter of 2022 report was also published 1 day after the deadline on 4/11/2022. 3) Non-Compliant Annual Reporting a. Institutional amounts spent in accordance with section 2003(5) of the American Rescue Plan Act of 2021 were not correctly reported on the 2021 annual report. Specifically, no amounts were reported for earmarking requirements in accordance with the ARP Institutional Appropriation expended in 2021. Cause: Staff turnover and misunderstanding of reporting guidance caused the reporting non-compliance. Effect: The University was not in compliance with HEERF reporting requirements. Repeat finding: Yes 2021-003 Recommendation: We recommend that the University continue to review their reporting policies and procedures to ensure accurate and timely reporting. View of responsible official: The University agrees with the finding.