Corrective Action Plans

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Finding Number 2024-064 Subject Heading (Financial) or AL no. and program name (Federal) 93.558 – TANF Planned Corrective Action OKDHS concurs and will ensure that staff are refreshed on the importance of including all verifications in the case file at certification. Anticipated Completion Date N/A ...
Finding Number 2024-064 Subject Heading (Financial) or AL no. and program name (Federal) 93.558 – TANF Planned Corrective Action OKDHS concurs and will ensure that staff are refreshed on the importance of including all verifications in the case file at certification. Anticipated Completion Date N/A Responsible Contact Person Kayla Urtz
Finding Number 2024-063 Subject Heading (Financial) or AL no. and program name (Federal) 93.558 – TANF Planned Corrective Action OKDHS agrees that controls related to the timely completion and documentation of TANF eligibility redeterminations can be strengthened. During the period reviewed, eligibi...
Finding Number 2024-063 Subject Heading (Financial) or AL no. and program name (Federal) 93.558 – TANF Planned Corrective Action OKDHS agrees that controls related to the timely completion and documentation of TANF eligibility redeterminations can be strengthened. During the period reviewed, eligibility operations were impacted by the Public Health Emergency (PHE) and associated continuous coverage requirements. As the agency worked through the post-PHE unwinding process, efforts were focused on reviewing and updating affected cases. During this period, some staff incorrectly believed TANF reviews were subject to the same review flexibilities that applied to medical programs, resulting in untimely completion of certain TANF eligibility redeterminations. To strengthen controls, OKDHS has implemented the Current system, which automatically assigns cases requiring review and provides enhanced workload management and monitoring capabilities. Current includes tracking and reporting functionality that identifies untimely reviews, places overdue items on management reports, and alerts staff and supervisors when action is needed. In addition, supervisory staff conduct monitoring activities, including spot checks and review of workload reports, to ensure eligibility reviews are completed and documented within required timeframes. OKDHS believes these system enhancements and monitoring activities strengthen oversight of T ANF eligibility redeterminations and provide greater assurance that reviews are completed timely and appropriately documented. Anticipated Completion Date In progress Responsible Contact Person Kayla Urtz
Finding Number 2024-062 Subject Heading (Financial) or AL no. and program name (Federal) 93.558 – TANF Planned Corrective Action OKDHS concurs that documentation supporting the preparation, reconciliation, and review of the ACF-196R should be strengthened. OKDHS has previously directed the CARE team...
Finding Number 2024-062 Subject Heading (Financial) or AL no. and program name (Federal) 93.558 – TANF Planned Corrective Action OKDHS concurs that documentation supporting the preparation, reconciliation, and review of the ACF-196R should be strengthened. OKDHS has previously directed the CARE team to improve documentation of adjustments and corrections made during the financial reporting process, including maintaining sufficient support to clearly identify the nature and basis of changes made to reported amounts. OKDHS is currently working through its financial reporting and reconciliation processes to strengthen the connection between federal financial reports, supporting worksheets, and underlying accounting records. This effort is intended to improve the consistency and transparency of adjustments and corrections and provide a clearer audit trail supporting both report preparation and independent review. OKDHS will continue to formalize and standardize its federal financial reporting and reconciliation procedures. The updated process will include requirements for documenting adjustments and corrections, reconciling reported amounts to underlying financial records, retaining supporting documentation, and documenting independent review of the completed report and related reconciliations. Anticipated Completion Date 9/30/2026 Responsible Contact Person Kayla Urtz
Finding Number 2024-058 Subject Heading (Financial) or AL no. and program name (Federal) 93.558 – TANF Planned Corrective Action OKDHS agrees that controls supporting the compilation and validation of the Child Welfare Services (CWS) population used in the TANF allocation methodology can be strength...
Finding Number 2024-058 Subject Heading (Financial) or AL no. and program name (Federal) 93.558 – TANF Planned Corrective Action OKDHS agrees that controls supporting the compilation and validation of the Child Welfare Services (CWS) population used in the TANF allocation methodology can be strengthened. OKDHS will enhance procedures used to compile and validate the population included in the Child Welfare Services TANF allocation methodology. Management will implement additional review procedures to verify that participants included in the allocation methodology meet the applicable eligibility criteria established by the Oklahoma TANF State Plan and that supporting documentation is available to substantiate eligibility. The agency will also formalize review procedures for the preparation and approval of the allocation calculation, including validation of source data used to determine the applicable percentage applied to Child Welfare Services contract expenditures. These procedures will include management review of supporting documentation and reconciliation of the underlying population prior to completion of the allocation methodology. These enhancements are intended to strengthen internal controls over the allocation process, improve the reliability of the supporting data, and provide greater assurance that expenditures charged to the TANF program are based on an accurately supported eligible population. Anticipated Completion Date In Progress Responsible Contact Person Kayla Urtz
Finding Number 2024-013 Subject Heading (Financial) or AL no. and program name (Federal) AL #84.010 TITLE I, PART A – GRANTS TO LOCAL EDUCATIONAL AGENCIES Planned Corrective Action OSDE acknowledges the audit finding. During the FY24 audit period, monitoring procedures for LEA Supplement Not Supplan...
Finding Number 2024-013 Subject Heading (Financial) or AL no. and program name (Federal) AL #84.010 TITLE I, PART A – GRANTS TO LOCAL EDUCATIONAL AGENCIES Planned Corrective Action OSDE acknowledges the audit finding. During the FY24 audit period, monitoring procedures for LEA Supplement Not Supplant (SNS) methodologies were identified as lacking adequate documentation and verification measures. On July 25, 2024, OSDE submitted corrective action plans to USDE, which included revisions to the ESEA Resource Toolkit, Title I Handbook, and GMS review protocols. As of April 11, 2025, USDE determined that the SNS requirements have been satisfied and confirmed that OSDE’s revised resources are consistent with federal guidance. OSDE has subsequently strengthened internal controls and improved monitoring procedures to ensure ongoing compliance of LEA SNS methodologies and supporting documentation. Anticipated Completion Date Apr-25 Responsible Contact Person Tammy Smith
Finding Number 2024-055 Subject Heading (Financial) or AL no. and program name (Federal) #64.015 Veterans State Nursing Home Care Planned Corrective Action ODVA concurs with the finding. During State Fiscal Year 2024, the absence of centralized, standardized tracking procedures resulted in 52 unsubm...
Finding Number 2024-055 Subject Heading (Financial) or AL no. and program name (Federal) #64.015 Veterans State Nursing Home Care Planned Corrective Action ODVA concurs with the finding. During State Fiscal Year 2024, the absence of centralized, standardized tracking procedures resulted in 52 unsubmitted VA Form 10-5588As and a delay in receiving the eligible prevailing per diem rates. Corrective Action Plan (CAP): To strengthen internal controls and ensure compliance with 38 CFR Part 51, ODVA accounting leadership met on July 16, 2026, to overhaul the 10-5588A submission, tracking, and reimbursement process. The following actions have been taken and scheduled to resolve this finding:  Centralized Responsibility: Duties surrounding all 10-5588A recording, tracking, and USDVA liaising have been officially assigned to dedicated Central Office staff to eliminate decentralized, inconsistent procedures across the 7 State Veterans Homes.  Standardized Procedures & Tools: Leadership developed a detailed, step-by-step process outlining exactly how 10-5588As are filed, related VA payments are recorded, and retroactive payment/refunds are tracked. This is paired with a newly revised, comprehensive, and easy-to-read tracking worksheet.  Validation of Procedures: Leadership reviewed unfiled 10-5588As to ensure the updated procedures and tracking tools successfully cover most potential scenarios. Anticipated Completion Date August 31, 2026: Finalize revised tracking sheet and standard operating procedures; October 31, 2026: Complete comprehensive training. Responsible Contact Person Chris Busby, Chief Financial Officer; Caitlyn Thiele, Accounting Manager
Finding Number 2024-044 Subject Heading (Financial) or AL no. and program name (Federal) ALN: 21.027 Federal Program name: Coronavirus State And Local Fiscal Recovery Funds (CSLFRF) Planned Corrective Action Office of Management and Enterprise Services – Grants Management Office Response: OMES-GMO r...
Finding Number 2024-044 Subject Heading (Financial) or AL no. and program name (Federal) ALN: 21.027 Federal Program name: Coronavirus State And Local Fiscal Recovery Funds (CSLFRF) Planned Corrective Action Office of Management and Enterprise Services – Grants Management Office Response: OMES-GMO respectfully disagrees with the conclusion that the variances identified in this finding represent deficiencies in internal controls over Project and Expenditure (P&E) reporting. While OMES-GMO agrees that accurate reporting is essential and remains committed to continually strengthening its reporting processes, the variances identified are primarily attributable to timing differences inherent in the State's accounting, reimbursement, and grant administration processes rather than errors in reporting or deficiencies in internal controls. Quarterly Project and Expenditure Reports submitted to the U.S. Department of the Treasury are prepared using the best information available at the time each report is due. Because agencies operate under established State accounting and reimbursement processes, expenditures are not always fully processed, approved, posted in PeopleSoft, or reimbursed by the close of each Treasury reporting quarter. Consequently, legitimate timing differences may exist between quarterly Treasury reports and subsequent reconciliations to the Statewide Accounting System. Treasury's Project and Expenditure reporting process allows recipients to update previously reported information through subsequent quarterly submissions. As expenditures are processed, accounting adjustments are completed, and additional information becomes available, corrections may be made in future reporting periods. OMES-GMO recognizes the importance of reconciling these timing differences; however, complete alignment between quarterly Treasury reporting and the Statewide Accounting System cannot always be achieved until the close of the CSLFRF period of performance, when all expenditures, reimbursement requests, accounting adjustments, and project closeout activities have been completed. For this reason, OMESGMO does not believe these timing-related variances, standing alone, constitute deficiencies in internal controls. The agencies identified in this finding provided additional information demonstrating that the reported variances were the result of normal business processes, reimbursement timing, accounting adjustments, or Treasury reporting requirements rather than inaccurate reporting or unsupported expenditures. Agency 055 confirmed that the expenditures identified by the auditors were identifiable and supported. Agency 085 explained that the reported variance resulted from a temporary operational period during which expenditures for multiple federal grant programs were processed through Class Fund 497 because other federal funding accounts were unavailable during a novation period. Those expenditures were never intended to be reported as CSLFRF costs and have since been, or are being, transferred to the appropriate federal funding sources through Journal Vouchers and reimbursement processes. Agency 090 explained that the consolidation of expenditures with Agency 423 created timing differences between reporting quarters. Agency 452 stated that the variance resulted primarily from the timing of Treasury reporting deadlines compared to the posting of expenditures in PeopleSoft, resulting in temporary differences that were subsequently reconciled. Agency 605 explained that excess advance funding was returned following contract amendments based on projected spending needs, while actual expenditures continued into subsequent reporting periods, creating temporary timing differences. Agency 619 demonstrated that the questioned expenditures were reported in the quarter in which reimbursement requests were received, processed, and submitted to OMES-GMO. In addition, one cash advance originally included in a quarterly report was removed at OMES-GMO's direction to comply with Treasury reporting guidance. Agency 800 explained that the reported variance resulted from the timing of State accounting transactions, where federal revenue was deposited at the end of the fiscal year while the related expenditures could not be posted until the subsequent fiscal year due to State accounting system limitations. The agency believes this represents a normal timing difference between reporting methodologies rather than a reporting deficiency. Although OMES-GMO disagrees that these timing-related variances constitute deficiencies in internal controls, OMES- GMO remains committed to strengthening reporting procedures. Beginning with FY2025 reporting, OMES-GMO has implemented enhanced reconciliation procedures requiring agencies to reconcile reported expenditures to Summary of Receipts and Disbursements (SRD) reports and PeopleSoft data prior to submission. OMES-GMO has also expanded agency guidance and annual training regarding Treasury reporting requirements, reconciliation procedures, and documentation expectations. These enhancements improve reporting consistency while recognizing that timing differences may continue to occur throughout the period of performance and will be resolved through subsequent Treasury reporting updates and final grant closeout. Anticipated Completion Date April 30, 2027, due to variances in normal business processes, reimbursement timing, accounting adjustments, and Treasury reporting requirements. Responsible Contact Person Elizabeth Base
Finding Number 2024-040 Subject Heading (Financial) or AL no. and program name (Federal) ALN: 21.027 Federal Program name: Coronavirus State And Local Fiscal Recovery Funds (CSLFRF) Planned Corrective Action Office of Management Enterprise Services – Grant Management Office Response: OMES-GMO concur...
Finding Number 2024-040 Subject Heading (Financial) or AL no. and program name (Federal) ALN: 21.027 Federal Program name: Coronavirus State And Local Fiscal Recovery Funds (CSLFRF) Planned Corrective Action Office of Management Enterprise Services – Grant Management Office Response: OMES-GMO concurs with the audit finding that $88,768 in expenditures from CSLFRF Class Fund 488 were applied to costs associated with the Governor's Emergency Education Relief (GEER) and Emergency Rental Assistance (ERA) programs. While these expenditures were allowable under their respective federal programs, they were inadvertently charged to the incorrect federal funding source. OMES-GMO is currently working with OMES Finance to complete all necessary accounting adjustments to reclassify the expenditures to the appropriate federal funding source. The corrective entries are in process, and once completed, the recovered CSLFRF funds will be utilized solely for eligible and allowable CSLFRF administrative expenditures in accordance with U.S. Department of the Treasury requirements. OMES has increased staffing, standardized financial review procedures, and strengthened grant management processes. To further enhance internal controls, OMES-GMO has implemented a two-tier review process for all PeopleSoft expenditures charged to federal grant funds. Under this process, expenditures are reviewed by multiple levels of staff to verify the appropriate class fund, funding source, and federal award prior to payment and financial reporting. This enhanced review process reduces the risk of expenditures being charged to an incorrect federal program. Additionally, beginning in SFY 2025, all expenditure requests submitted by CSLFRF subrecipients are processed through the OMES Grants Management System (OGX). Because OGX is dedicated exclusively to administering the ARPA State and Local Fiscal Recovery Fund (SLFRF) program, routing all CSLFRF payment requests through the system provides an additional level of internal control. The system requires expenditures to be reviewed against the approved SLFRF award, supporting documentation, and program eligibility requirements before payment is authorized, helping ensure that only eligible ARPA-SLFRF expenditures are processed using the appropriate funding source. Collectively, these corrective actions—including the accounting reclassification currently being completed in coordination with OMES Finance, the enhanced PeopleSoft review procedures, implementation of OGX for CSLFRF payment processing, management oversight, and routine reconciliations—have significantly strengthened OMESGMO's internal controls over federal program expenditures and will help prevent future miscoding of expenditures among federal awards. Anticipated Completion Date September 1, 2026 Responsible Contact Person Elizabeth Base
Finding Number 2024-054 Subject Heading (Financial) or AL no. and program name (Federal) 20.205 - Highway Planning and Construction Planned Corrective Action The Agency went live in PeopleSoft Financials with online voucher entry to pay invoices for operating accounts and the 747 process (Load Vouch...
Finding Number 2024-054 Subject Heading (Financial) or AL no. and program name (Federal) 20.205 - Highway Planning and Construction Planned Corrective Action The Agency went live in PeopleSoft Financials with online voucher entry to pay invoices for operating accounts and the 747 process (Load Vouchers from Remote) for invoices for capital accounts. Both these interfaces have built in edit capabilities to detect and deter duplicate invoices. During the PeopleSoft implementation, division staff were trained on keeping Invoice logs for all their payments. Also, reports have been built to be run by Financial Services Accounts Payable staff monthly to pull all possible duplicate payments for review. Anticipated Completion Date 07/02/2025 Responsible Contact Person Sam Ddamba
Finding Number 2024-050 Subject Heading (Financial) or AL no. and program name (Federal) 20.205 - Highway Planning and Construction Planned Corrective Action The following actions will be taken to improve our payroll processes and ensure compliance with the Code of Federal Regulations (CFR) and the ...
Finding Number 2024-050 Subject Heading (Financial) or AL no. and program name (Federal) 20.205 - Highway Planning and Construction Planned Corrective Action The following actions will be taken to improve our payroll processes and ensure compliance with the Code of Federal Regulations (CFR) and the Oklahoma Department of Transportation (ODOT) Specifications and Construction Control Directive (CCD). We have detailed written procedures for the Residencies in the form of a Construction Control Directive (CCD). It is the expectation that the CCD will be followed, and this expectation will be relayed to those responsible for ensuring that ODOT is in compliance with the Davis- Bacon Act. It is unknown whether or not appropriate actions were taken by the Residency in response to the delayed submission of payroll records. The CCD will be emphasized at a future District Engineer meeting and at an upcoming Resident Engineer Academy. Steps will be taken to ensure each Residency has a date stamp and is instructed to use it appropriately. Steps will be taken to ensure that those responsible for verifying payroll with interview results are conducting the process correctly. Expectations will be made clear that interviews will be conducted with the appropriate contractor and subcontractor personnel. Management will stress to the Residencies that extra effort will be needed to diversify interviews on projects. We are in the process of activating the electronic payroll portion of AASHTOWare Project, which will automate much of our payroll process and reduce the occurrence of discrepancies such as those identified in this finding. The use of this system will become mandatory for our contractors with the October 2026 lettings. As part of this process, we will create a Special Provision and update the CCD. ODOT Audit Office conducted an internal Labor Wage Audit last year and covered the findings at the last Resident Engineer Academy. Anticipated Completion Date 10/31/2026 Responsible Contact Person John B. Leonard
Finding Number 2024-085 Subject Heading (Financial) or AL no. and program name (Federal) #17.225 Unemployment Insurance Planned Corrective Action The agency concurs with the finding and acknowledges our responsibility for program integrity and proper controls for the RESEA program. As we referenced ...
Finding Number 2024-085 Subject Heading (Financial) or AL no. and program name (Federal) #17.225 Unemployment Insurance Planned Corrective Action The agency concurs with the finding and acknowledges our responsibility for program integrity and proper controls for the RESEA program. As we referenced in our response last year, the agency has undertaken modernization efforts to provide better solutions for the RESEA program. EmployOklahoma (EO) is the first result of this effort in the workforce employment area and launched in January 2025 as the replacement for Oklahoma Job Match (OKJM). The recommendation as detailed above (to continue development of OKJM) is no longer applicable, due to the successful transition to the new EmployOklahoma system, which generates accurate, reliable data. Additionally, we instituted, and continue to provide ongoing training to RESEA staff to ensure proper implementation of new policies and procedures. We anticipate there will continue to be elevated risk for inaccuracies through early FY2025 (December 2024), as reporting data was still being provided through OKJM legacy data. Beginning January 2025 the agency’s EO modernization initiatives were initiated. OESC believes we’ve successfully implemented comprehensive solutions to address both the case management and data reporting requirements needed to fully resolve this finding. Anticipated Completion Date Completed in March 2026 Responsible Contact Person Tammy Wood, RESEA/TAA Program Manager
Finding Number 2024-080 Subject Heading (Financial) or AL no. and program name (Federal) #17.225 Unemployment Insurance Planned Corrective Action The programming was corrected in SFY 2025. We will continue to monitor the report and ensure data is accurate. No additional resources will be allocated a...
Finding Number 2024-080 Subject Heading (Financial) or AL no. and program name (Federal) #17.225 Unemployment Insurance Planned Corrective Action The programming was corrected in SFY 2025. We will continue to monitor the report and ensure data is accurate. No additional resources will be allocated as we are months away from replacing the overpayment/payment processing system with modernized technology. Anticipated Completion Date SFY2025 Responsible Contact Person Christopher O’Brien, Vice President UI
Finding Number 2024-076 Subject Heading (Financial) or AL no. and program name (Federal) 10.565 – Food Distribution Cluster Planned Corrective Action OKDHS agrees that documentation supporting participant eligibility should be consistently maintained and retained in accordance with program requireme...
Finding Number 2024-076 Subject Heading (Financial) or AL no. and program name (Federal) 10.565 – Food Distribution Cluster Planned Corrective Action OKDHS agrees that documentation supporting participant eligibility should be consistently maintained and retained in accordance with program requirements. The condition identified by the auditors represents a documentation and record-retention weakness at one participating local pantry during a limited period. The absence of documentation available during the audit does not, by itself, establish that participant eligibility determinations were incorrect or that ineligible individuals received program benefits; rather, it limits the ability to independently verify those determinations after the fact. It should also be noted that OKDHS conducted an on-site review of this pantry in June 2023 and again in August 2025. During the 2025 review, current participant intake records were available and reviewed to verify that eligibility determinations were being performed in accordance with program requirements. Contrary to the finding's characterization, OKDHS reviews completed participant intake forms during monitoring activities, not merely blank application forms. In accordance with federal requirements, routine CSFP reviews are conducted every two years unless a participating agency is identified as higher risk, in which case more frequent monitoring is performed. To further strengthen oversight, OKDHS is implementing a standardized onboarding process for new participating pantries and new local management. This process will include standardized checklists, verification of required agreements and documentation, confirmation that required program training has been completed, and notification requirements when management changes occur at participating agencies. OKDHS will also work with its food bank partners to strengthen centralized record-retention practices, clarify documentation responsibilities, and reinforce record retention requirements through annual training and technical assistance. Ongoing monitoring activities will continue to include reviews of participant eligibility documentation, agreements, and record-retention practices, with corrective actions implemented whenever deficiencies are identified. These enhancements build upon existing monitoring activities and provide additional assurance that required documentation is consistently maintained and available for future monitoring and audit. Anticipated Completion Date In Progress Responsible Contact Person Kayla Urtz
Finding Number 2024-088 Subject Heading (Financial) or AL no. and program name (Federal) 10.565 – Food Distribution Cluster Planned Corrective Action OKDHS agrees that documentation supporting the receipt, distribution, and accountability of CSFP food packages should be consistently maintained in ac...
Finding Number 2024-088 Subject Heading (Financial) or AL no. and program name (Federal) 10.565 – Food Distribution Cluster Planned Corrective Action OKDHS agrees that documentation supporting the receipt, distribution, and accountability of CSFP food packages should be consistently maintained in accordance with federal program requirements. The condition identified by the auditors represents a documentation and recordkeeping weakness at one participating local pantry and does not, by itself, establish that USDA commodities were lost, misused, or improperly distributed. With respect to the reported inventory discrepancy, the issue identified during the audit related to documentation supporting home deliveries. While the local pantry did not maintain documentation at the site to support the number of food packages assigned to a delivery route, OKDHS does not agree that the food packages should be characterized as unaccounted for. Home delivery distributions are finalized after the delivery route is completed to ensure inventory records accurately reflect the commodities actually delivered and any packages returned to the pantry if a delivery cannot be completed. Requiring documentation to be completed before deliveries are finalized could result in inaccurate inventory records when circumstances change during the delivery route. The documentation weakness identified was the lack of retained supporting documentation demonstrating the number of packages assigned for home delivery. OKDHS currently performs management reviews in accordance with 7 CFR 247.34, including on-site reviews of participating agencies at least once every two years, with more frequent monitoring of agencies identified as higher risk. Agencies with identified deficiencies are required to submit corrective action plans, and follow-up reviews are conducted until corrective actions have been satisfactorily implemented. Accordingly, OKDHS believes its existing monitoring process is consistent with federal requirements while recognizing that documentation controls can be strengthened. To further enhance internal controls, OKDHS will work with its food bank partners to standardize documentation requirements for home deliveries, strengthen record retention practices, and clarify responsibilities for maintaining receiving, inventory, and distribution records. OKDHS will also require food banks to incorporate these documentation requirements into their oversight of local pantries and will provide annual training reinforcing federal inventory accountability, documentation, and record retention requirements. In addition, OKDHS will continue evaluating monitoring practices and available resources to determine the most effective methods for strengthening oversight of participating agencies while continuing to meet all applicable federal monitoring requirements. These enhancements build upon the existing management review process and are intended to provide additional assurance that inventory records are complete, accurate, and available for future monitoring and audit activities. Anticipated Completion Date In Progress Responsible Contact Person Kayla Urtz
Finding Number 2024-052 Subject Heading (Financial) or AL no. and program name (Federal) 10.551 – SNAP Cluster Planned Corrective Action The Oklahoma Department of Human Services (OKDHS) concurs that opportunities existed to strengthen the EBT card inventory control environment, documentation proces...
Finding Number 2024-052 Subject Heading (Financial) or AL no. and program name (Federal) 10.551 – SNAP Cluster Planned Corrective Action The Oklahoma Department of Human Services (OKDHS) concurs that opportunities existed to strengthen the EBT card inventory control environment, documentation processes, replacement card monitoring, and overall governance supporting EBT operations. Since the audit period, the Agency has implemented significant corrective actions designed to strengthen accountability, improve documentation, enhance segregation of duties, and provide greater oversight of EBT inventory and related operational processes. The Agency recognizes that the finding identifies several distinct operational areas, including card inventory management, card destruction procedures, county reconciliation practices, card stock documentation, replacement card system functionality, and fraud monitoring. While each of these areas required evaluation and improvement, they represent separate control activities within the broader EBT control environment and have been addressed through targeted corrective actions appropriate to each process. To strengthen inventory accountability, the Agency has enhanced segregation of duties surrounding card printing, inventory reconciliation, and card destruction activities. During organizational changes associated with transitioning card printing responsibilities, system access was modified to preserve segregation of duties by removing eligibility system access from employees assuming card printing responsibilities. Additionally, EBT card destruction activities are now electronically documented through centralized tracking, with independent verification that destroyed cards have been properly deactivated within the EBT system. Daily inventory reconciliation procedures have also been strengthened through standardized reconciliation guidance, improved documentation requirements, and enhanced statewide oversight designed to identify and resolve discrepancies more timely. The Agency has also strengthened documentation surrounding EBT card stock inventory. Card stock reorder requests are now processed through a centralized electronic request process that automatically creates a permanent record of each request while providing simultaneous notification to the requesting office, vendor, and Electronic Payment Services (EPS). This process replaces reliance upon locally retained email requests and provides greater transparency, documentation retention, and management oversight over card inventory. Regarding excessive replacement card notices, the Agency concurs that a system malfunction prevented generation of certain notification letters during the audit period. Upon discovery, the underlying system issue was corrected, notice generation was restored, and monitoring procedures were implemented to promptly identify future processing failures. Because the delayed notices no longer reflected current replacement card activity, management determined that issuing notices more than one year after the triggering events would not effectively serve their intended purpose. Accordingly, the obsolete notices were not issued, and the notification process resumed prospectively following correction of the system issue. The Agency also corrected a separate system issue affecting replacement card count calculations to ensure future notices accurately reflect replacement activity. The Agency respectfully disagrees, however, with the conclusion that EBT transactions were not monitored for possible misuse or fraud during the audit period. The Office of Inspector General (OIG) utilized transaction monitoring tools, including EPPIC and BUMP, to identify potential trafficking and misuse through established fraud indicators such as even-dollar transactions, rapid successive transactions, geographically improbable transaction patterns, and other transaction anomalies indicative of potential trafficking activity. While the Agency acknowledges that documentation of these monitoring methodologies can be strengthened, it does not agree that fraud monitoring activities were absent during the audit period. The Agency also notes that excessive replacement card activity represents one of many potential indicators of fraud but is not, standing alone, determinative of trafficking or misuse. Fraud detection efforts utilize a risk-based approach that evaluates multiple data points and investigative indicators to prioritize limited investigative resources toward the highest-risk cases. Accordingly, the Agency believes replacement card activity should be considered as one component of a broader fraud detection strategy rather than as an independent indicator requiring investigation in every instance. To further strengthen the overall EBT control environment, the Agency has implemented annual EBT policy training and employee attestations for personnel responsible for EBT operations. Completion of these requirements is mandatory and tracked as part of each employee's official training record, with system access removed for employees who fail to complete the required training. The Agency has also strengthened user access reviews, enhanced onsite monitoring, implemented centralized incident tracking, and expanded management oversight to improve accountability and ensure timely resolution of identified control deficiencies. Collectively, these improvements extend beyond the individual recommendations contained within this finding and reflect the Agency's commitment to establishing a stronger and more sustainable governance framework over EBT operations. Rather than relying solely upon additional training, the Agency has redesigned several operational processes through centralized tracking, automated documentation, strengthened segregation of duties, enhanced monitoring, and improved management oversight to reduce risk and improve accountability across the EBT program. Accordingly, the Agency concurs that the EBT control environment required strengthening and has implemented significant corrective actions addressing both the specific operational issues identified during the audit and broader opportunities to improve governance over EBT operations. However, the Agency respectfully disagrees with the conclusion that fraud monitoring activities were not performed during the audit period and believes the finding is more accurately characterized as an opportunity to strengthen documentation, coordination, and governance surrounding existing fraud monitoring activities rather than the absence of such activities. Anticipated Completion Date Substantially complete Responsible Contact Person Kayla Urtz
Finance Finding: 2024-002 - Reporting Corrective Action Plan Type of Finding: Noncompliance and Material Weakness in Internal Control Over Compliance Federal Agency: U.S. Department of Treasury Federal Program Title: COVID 19 - Coronavirus State and Local Fiscal Recover Funds ALN: 21.027 Corrective ...
Finance Finding: 2024-002 - Reporting Corrective Action Plan Type of Finding: Noncompliance and Material Weakness in Internal Control Over Compliance Federal Agency: U.S. Department of Treasury Federal Program Title: COVID 19 - Coronavirus State and Local Fiscal Recover Funds ALN: 21.027 Corrective Action: The City recognizes the importance of timely and accurate financial reporting for grant-funded programs. To address the root causes of this finding and strengthen internal controls over grant accounting, the City is implementing the following corrective actions: 1. Dedicated Grant Accounting Oversight The City has established a Senior Accountant position dedicated to grant accounting and compliance. This position will be responsible for overseeing grant-related financial activity, monitoring grant expenditures and revenues, coordinating reimbursement requests, ensuring compliance with grant requirements, and reviewing transactions for proper accounting period recognition. 2. Enhanced Communication with Grant Departments Finance will implement regular communication with departments responsible for managing grants to ensure grant activity is identified and recorded timely. Departments will be expected to notify Finance of significant grant expenditures, reimbursement requests, project milestones, and other events affecting grant accounting. Regular meetings will be scheduled, as appropriate, to discuss grant status, upcoming deadlines, and financial reporting requirements. 3. Routine Grant Reconciliations The Finance Department will perform recurring reconciliations of grant expenditures, revenues, receivables, deferred revenues, and reimbursement requests. These reconciliations will compare the general ledger to grant reimbursement activity and supporting documentation to identify and resolve timing differences before month-end and year-end financial reporting. A comprehensive reconciliation will also be performed during the fiscal year-end closing process to ensure all grant transactions are recorded in the appropriate accounting period. 4. Grant Accounting Training The newly assigned Senior Accountant will receive formal training in governmental grant accounting, Uniform Guidance (2 CFR Part 200), federal and state grant compliance requirements, and applicable GASB reporting standards. In addition, the City will provide ongoing professional development opportunities through external training, webinars, professional organizations, and auditor recommendations to maintain current knowledge of grant accounting requirements. 5. Strengthened Year-End Closing Procedures Grant-specific procedures will be incorporated into the City's year-end closing checklist. Finance will perform a detailed review of outstanding grant expenditures, reimbursement requests, accrued revenues, deferred inflows, and subsequent receipts to verify that grant transactions are recognized in the appropriate fiscal period prior to issuance of the Annual Comprehensive Financial Report (ACFR). Responsible Department: Finance Department Responsible Official: Chief Financial Officer, Finance Director (or equivalent) Senior Accountant - Grants & Special Revenue Implementation Date: Began implementation in FY 2026 and will be fully incorporated into the City's ongoing financial reporting and year-end closing processes.
Finding 2024-008:Special Tests and Provisions: Personnel Requirements (Title V, CFDA 93.U01) Significant Deficiency (New Finding) Condition: Of ten employees tested under Title V personnel requirements (Public Law 101-630, Indian Child Protection and Family Violence Prevention Act), background check...
Finding 2024-008:Special Tests and Provisions: Personnel Requirements (Title V, CFDA 93.U01) Significant Deficiency (New Finding) Condition: Of ten employees tested under Title V personnel requirements (Public Law 101-630, Indian Child Protection and Family Violence Prevention Act), background check documentation was missingfor two employees and a signed confidentialityagreement was missingfor one employee. Corrective Action: Obtain and file the missing background check documentation and confidentiality agreement for the identified employees. Implement a personnel compliance checklist requiring completed background checks and signed confidentiality agreements before any employee begins duties involving contact with or control over Indian children. Assign HR sign-off responsibility confirming checklist completion, retained in each personnel file. Conduct a one-time look-back review of all current Title V-relevant personnel files to confirm completeness. Responsible Party: Human Resources/ Chief Executive Officer Anticipated Completion Date: Checklist process in effect by October 15, 2026
Finding 2024-005: Reporting (Title V, CFDA 93.U01) Material Weakness (Repeat Finding: 2021-005, 2022-005, 2023-005) Condition: The Organization could not provide required Title Vreports, including the financial report, activity narrative, third-party income report, GPRA/GPRAMA, urban data standards ...
Finding 2024-005: Reporting (Title V, CFDA 93.U01) Material Weakness (Repeat Finding: 2021-005, 2022-005, 2023-005) Condition: The Organization could not provide required Title Vreports, including the financial report, activity narrative, third-party income report, GPRA/GPRAMA, urban data standards report, and property inventory. Corrective Action: • Build a federal reportingcalendar listing every required Title Vreport, its due date, data source, and responsible preparer. • Assign a designated preparer and a second-level reviewer for each report prior to submission. • Retain a copy of each submitted report, with the submission confirmation, in a centralized compliance file. • Provide staff training on Title V reporting obligations and the underlying contract requirements. Responsible Party: Chief Financial Officer/ Grant Director Anticipated Completion Date: Reporting calendar in place by October 15, 2026; first fully compliant reporting cycle Q1 2027
Finding 2024-003: Activities Allowed and Unallowed, Allowable Costs, Period of Performance (Title V, C FDA 93. U0 1) Material Weakness (Repeat Finding: 2021-003, 2022-003, 2023-003) Condition: Title V expenditures were recorded through summary journal entries without transactionlevel detail, prevent...
Finding 2024-003: Activities Allowed and Unallowed, Allowable Costs, Period of Performance (Title V, C FDA 93. U0 1) Material Weakness (Repeat Finding: 2021-003, 2022-003, 2023-003) Condition: Title V expenditures were recorded through summary journal entries without transactionlevel detail, preventing the auditor from selecting a valid sample or testing compliance. A disclaimed opinion on compliance was issued for this major program. Questioned costs are undetermined due to scope limitation. Corrective Action: • Restructure the chart of accounts/ GL coding so every Title V transaction is individually recorded and traceable to source documentation, rather than aggregated into journal entries. • Require program/grant coding at the point of transaction entry (accounts payable, payroll allocation, purchasing) rather than after the fact. • Implement a quarterly internal review reconciling Title V ledger detail to the approved Title V budget and contract terms. • Provide finance staff training on Uniform Guidance recordkeeping requirements (2 CFR §200.302, §200.333) specific to federal award transactions. Responsible Party: Chief Financial Officer Anticipated Completion Date: GL restructuring to be implemented concurrent with the Organization's new fund accounting system (Blackbaud Financial Edge NXT), implementation kickoff August 13, 2026; complete by March 31, 2027, with the first fully traceable Title V transaction month in April 2027
Audit Finding Reference: 2024-004 Timely Filing of Single Audit Report Planned Corrective Action: Faster turn around time from Audit firm Planned Implementation Date of Corrective Action: Immediately upon notification, June 09, 2025. Person Responsible for Corrective Action: County Administrator and...
Audit Finding Reference: 2024-004 Timely Filing of Single Audit Report Planned Corrective Action: Faster turn around time from Audit firm Planned Implementation Date of Corrective Action: Immediately upon notification, June 09, 2025. Person Responsible for Corrective Action: County Administrator and Finance Director
Planned Corrective Action: The Organization has a procurement policy within the Organization’s Internal Controls. The Organization has a procurement process within the Organization’s Operations Manual. However, they are missing key elements required in federal procurement. Both of these will be revi...
Planned Corrective Action: The Organization has a procurement policy within the Organization’s Internal Controls. The Organization has a procurement process within the Organization’s Operations Manual. However, they are missing key elements required in federal procurement. Both of these will be reviewed to ensure they align with CFR standards for federal procurement. Planned Implementation Date of Corrective Action: June 12, 2025 Name of Contact Person: Melinda Lequin, Executive Finance Director
Planned Corrective Action: While the Organization’s existing internal controls address management of invoices and payments, there was no written process within the organization’s internal controls that identified the required documentation, workpapers, review, and approval for federal grant reimburs...
Planned Corrective Action: While the Organization’s existing internal controls address management of invoices and payments, there was no written process within the organization’s internal controls that identified the required documentation, workpapers, review, and approval for federal grant reimbursements. Planned Implementation Date of Corrective Action: October 1, 2025 Name of Contact Person: Melinda Lequin, Executive Finance Director
Identifying Number: 2024-002 Finding: There was a lack of segregation of duties in preparing and reviewing the quarterly Project and Expenditure Reports. Corrective Actions Taken or Planned: The Town has established policy and related procedures to ensure proper segregation of duties in preparing an...
Identifying Number: 2024-002 Finding: There was a lack of segregation of duties in preparing and reviewing the quarterly Project and Expenditure Reports. Corrective Actions Taken or Planned: The Town has established policy and related procedures to ensure proper segregation of duties in preparing and reviewing the quarterly Project and Expenditure Reports. Contact person(s): Anthony Genovese, Director of Finance Anticipated Completion Date: July 2026
Recommendation: The federal single audit report must be submitted to the FAC in accordance with the deadlines set forth in the federal guidelines.
Recommendation: The federal single audit report must be submitted to the FAC in accordance with the deadlines set forth in the federal guidelines.
Recommendation: We recommend that the City implement controls over USDA reports to ensure that they are reviewed prior to submission. Explanation of disagreement with audit finding: There is no disagreement with the audit finding. Action planned in response to finding: The City will work to ensure t...
Recommendation: We recommend that the City implement controls over USDA reports to ensure that they are reviewed prior to submission. Explanation of disagreement with audit finding: There is no disagreement with the audit finding. Action planned in response to finding: The City will work to ensure that the management reports are reviewed prior to submission. Name of the contact person responsible for corrective action: Christina Regas, City Administrator Planned completion date for corrective action plan: December 31, 2025.
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