Corrective Action Plans

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The Asssociation has added additional accounting positions.
The Asssociation has added additional accounting positions.
The Organization will deposit $2,243 to their residual receipts account.
The Organization will deposit $2,243 to their residual receipts account.
The Village will revise their processes to ensure all year-end entries are made.
The Village will revise their processes to ensure all year-end entries are made.
The Village will revise their processes to ensure all year-end entries are made in the correct period.
The Village will revise their processes to ensure all year-end entries are made in the correct period.
Recommendation: We recommend procedures to maintain records related to eligibility determinations be implemented/strengthened. Explanation of disagreement with audit finding: There is no disagreement with the audit finding. Action taken in response to finding: The Adult Education department will now...
Recommendation: We recommend procedures to maintain records related to eligibility determinations be implemented/strengthened. Explanation of disagreement with audit finding: There is no disagreement with the audit finding. Action taken in response to finding: The Adult Education department will now scan in the physical intake form that Adult ESL students self-report their eligibility status for MA DESE ACLS as well as have the student sign that form. This form will be stored electronically in addition to the information from the form being entered into the Adult ESL Access database and LACES . Name(s) of the contact person(s) responsible for corrective action: Dr. Kevin O’Connor, Claudia Castro Alves and Kate Fiore Planned completion date for corrective action plan: Effective as of 08/01/2024
Recommendation: We recommend procedures to maintain records that accurately reflect the work performed for payroll charges to the grant be implemented/strengthened. Explanation of disagreement with audit finding: There is no disagreement with the audit finding. Action taken in response to finding: T...
Recommendation: We recommend procedures to maintain records that accurately reflect the work performed for payroll charges to the grant be implemented/strengthened. Explanation of disagreement with audit finding: There is no disagreement with the audit finding. Action taken in response to finding: The Adult Education department will be collecting the Time and Effort certifications for staff on Federal grants. Name(s) of the contact person(s) responsible for corrective action: Dr. Kevin O’Connor, Claudia Castro Alves and Kate Fiore Planned completion date for corrective action plan: Effective as of 10/10/2024 so will have Time and Effort certifications for all FY25 staff on Federal grant #2340
View Audit 326124 Questioned Costs: $1
Recommendation: We recommend procedures be implemented to document the verification that all vendors are not suspended or debarred from participation in Federal assistance programs or activities. Explanation of disagreement with audit finding: There is no disagreement with the audit finding. Action ...
Recommendation: We recommend procedures be implemented to document the verification that all vendors are not suspended or debarred from participation in Federal assistance programs or activities. Explanation of disagreement with audit finding: There is no disagreement with the audit finding. Action taken in response to finding: For all federal grant expenditures over $25K, the Grants Financial Manger or Executive Director of Finance and Operations is checking the System for Award Management (SAM) Exclusions (https://www.sam.gov/SAM/) and including it in the procurement request. Name(s) of the contact person(s) responsible for corrective action: Kate Fiore and Lincoln Lynch, IV Planned completion date for corrective action plan: Effective as of 07/01/2024
We will continue to review our internal controls to obtain maximum compliance.
We will continue to review our internal controls to obtain maximum compliance.
SEE SEFA REPORT FOR CAP ON FINDING 2023-002
SEE SEFA REPORT FOR CAP ON FINDING 2023-002
SEE SEFA REPORT FOR CAP ON FINDING 2023-003
SEE SEFA REPORT FOR CAP ON FINDING 2023-003
View Audit 326080 Questioned Costs: $1
2023-004 Name of Contact Person: Matthew Roy Corrective Action: In 2024, a new template was created for grant expense submissions which identifies Cost Share coding from the time that a payment request is made. The grants team is responsible for completing this file and identifying how much of any e...
2023-004 Name of Contact Person: Matthew Roy Corrective Action: In 2024, a new template was created for grant expense submissions which identifies Cost Share coding from the time that a payment request is made. The grants team is responsible for completing this file and identifying how much of any expense incurred should be considered cost share. This approach allows for supporting documentation to be available for all cost share items and eliminates the need for adjusting journal entries to break out cost share. Proposed Completion Date: Management considers this finding resolved as of August 2024.
View Audit 326064 Questioned Costs: $1
2023-003 Name of Contact Person: Matthew Roy Corrective Action: Greenheart is in the process of establishing a timecard system for all staff who work on grants and have their time allocated to a grant. In the meantime, in early 2024, the Grants Director worked directly with payroll and department le...
2023-003 Name of Contact Person: Matthew Roy Corrective Action: Greenheart is in the process of establishing a timecard system for all staff who work on grants and have their time allocated to a grant. In the meantime, in early 2024, the Grants Director worked directly with payroll and department leaders to review and update the list of personnel who are working on the grant. This was a documented process. Proposed Completion Date: Management considers this finding resolved as of August 2024.
View Audit 326064 Questioned Costs: $1
2023-002 Name of Contact Person: Matthew Roy Corrective Action: Greenheart has now changed this process to have the Accounting Manager send a request to drawdown to the Director of Finance and Grants director. The Director of Finance ultimately approves the drawdown, and the email exchange is saved ...
2023-002 Name of Contact Person: Matthew Roy Corrective Action: Greenheart has now changed this process to have the Accounting Manager send a request to drawdown to the Director of Finance and Grants director. The Director of Finance ultimately approves the drawdown, and the email exchange is saved for documentation. Proposed Completion Date: Management considers this finding resolved as of August 2024.
2023-001 Name of Contact Person: Matthew Roy Corrective Action: After the September 2023 staffing changes, the Finance Director and the Accounting Manager reviewed the FFR reports prior to filing. The Finance Director provided verbal approval to file. For all reports going forward, Greenheart will d...
2023-001 Name of Contact Person: Matthew Roy Corrective Action: After the September 2023 staffing changes, the Finance Director and the Accounting Manager reviewed the FFR reports prior to filing. The Finance Director provided verbal approval to file. For all reports going forward, Greenheart will document approval of filing via email exchanges from the Accounting Manager to the Director of Finance. Proposed Completion Date: Management considers this finding resolved as of August 2024.
The City will not draw down any grant funds prior to incurring the expenditure.
The City will not draw down any grant funds prior to incurring the expenditure.
Anticipated Completion Date: October 2024 Finding 2023-002 Federal Award Findings and Questioned Costs Grant Award Number: 5H79SM086922-02 U.S. Department of Health and Human Services Certified Community Behavioral Health Clinics Assistance Listing #93.696 Matching, Level of Effort, Earmarking Si...
Anticipated Completion Date: October 2024 Finding 2023-002 Federal Award Findings and Questioned Costs Grant Award Number: 5H79SM086922-02 U.S. Department of Health and Human Services Certified Community Behavioral Health Clinics Assistance Listing #93.696 Matching, Level of Effort, Earmarking Significant Deficiency in Internal Control over Compliance and Noncompliance Initial Fiscal Year Finding Occurred: 2023 Finding Summary: Excelsior did not notify the granting agency of change in evaluator role as required in the award. Recommendation: Eide Bailly LLP recommends Excelsior implements revised policies and documentation for segregated responsibilities for level of effort requirements. Status: Management agrees that with the findings and will work to prevent late notification to federal agencies when changes are made to key grant funded staff. Management will also work to segregate responsibility for determining the level of effort and notification process. Responsible Individuals: Andrew Hill, Chief Executive Officer & Cynthia Setel, Chief Financial Officer
Federal Agency: Department of Health and Human Services Federal Program Title: COVID-19 Epidemiology and Laboratory for Capacity Testing ALN: 93.323 Pass-Through Agency: State of California Department of Health and Human Services Pass-Through Number(s): N/A Award Number and Period: N/A T...
Federal Agency: Department of Health and Human Services Federal Program Title: COVID-19 Epidemiology and Laboratory for Capacity Testing ALN: 93.323 Pass-Through Agency: State of California Department of Health and Human Services Pass-Through Number(s): N/A Award Number and Period: N/A Type of Finding: Material Weakness in Internal Control over Compliance and Noncompliance Criteria or specific requirement: Per 2 CFR 200 Appendix II (H) Debarment and Suspension (Executive Orders 12549 and 12689)—A contract award (see 2 CFR 180.220) must not be made to parties listed on the governmentwide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 CFR 180 that implement Executive Orders 12549 (3 CFR part 1986 Comp., p. 189) and 12689 (3 CFR part 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Condition: During our testing, we noted that management’s review of contracts did not include a review to ensure that the party was not debarred, suspended or otherwise excluded. Questioned costs: None. Context: Audit procedures included a review of the five agreements during the year ended June 30, 2023, which represented the entire population. For all of the items reviewed management did not obtain verification that the party was not debarred, suspended or otherwise excluded, prior to entering into the transactions. However, upon subsequent review, no parties were determined the be debarred, suspended or otherwise excluded. Cause: The County’s procurement process did not include a requirement that required a verification of debarred or suspended status. Effect: Amounts could be paid to parties that are debarred, suspended or otherwise excluded. Repeat Finding: No Recommendation: We recommend that management enhance the procurement controls to ensure that all required parties are reviewed for suspension and debarment prior to entering the transaction. Views of responsible officials: The County agrees with the findings. Corrective action plan: While several departments at the County have been checking this internally, we will work on a more formal procedure that will require the departments to show proof of verification that the vendor or subrecipient is not suspended or debarred prior to release of payment.
Finding 2023-001: Internal Control over Compliance Type of finding: Internal Control (material weakness) and Compliance (noncompliance) Recommendation: The Organization should strengthen its internal controls over year-end financial close and reporting with adopted policies and procedures to ensure ...
Finding 2023-001: Internal Control over Compliance Type of finding: Internal Control (material weakness) and Compliance (noncompliance) Recommendation: The Organization should strengthen its internal controls over year-end financial close and reporting with adopted policies and procedures to ensure compliance with the Report submission portion of the Uniform Administrative Requirements, Cost Principles, and Audit Requirements section. Action Taken: The Organization plans to strengthen internal controls by adopting methods that allow for better tracking of restricted versus unrestricted funding, in addition to creating internal methods of tracking income, expense, and reporting of restricted funds throughout the year. The Organization took action with a change in management and a new external bookkeeper, which will allow the above processes to be completed with oversight from both internal and external sources. If there are questions regarding this plan, please call the responsible party listed below. Thank you, Laura Cusick Executive Director Rio Grande Headwaters Land Trust Laura@Rightslv.org (719)657-0800
Management Response: Name of Contact Person: Lonnicia Maxwell, Vice President Operations Corrective Action: ITT will design and implement a control process to ensure they are in compliance with Federal award time and effort reporting requirements. These actions were implemented in September 2024.
Management Response: Name of Contact Person: Lonnicia Maxwell, Vice President Operations Corrective Action: ITT will design and implement a control process to ensure they are in compliance with Federal award time and effort reporting requirements. These actions were implemented in September 2024.
View Audit 325913 Questioned Costs: $1
Management Response/Corrective Action Plan: Additional reports will be run to verify totals before filings of quarterly reports, paying particular attention to end of year and the needed reversal of the prior year payroll accrual. Errors found in reports will be corrected in subsequent records as al...
Management Response/Corrective Action Plan: Additional reports will be run to verify totals before filings of quarterly reports, paying particular attention to end of year and the needed reversal of the prior year payroll accrual. Errors found in reports will be corrected in subsequent records as allowable under Department of Treasury grant reporting guidelines.
Management Response/Corrective Action Plan: The Community Development and Finance Departments acknowledge that EN funds were drawn when it appeared that PI funds were available. The finding was partly influenced by the nature of first quarter draws and the need to record prior year expenses. We ha...
Management Response/Corrective Action Plan: The Community Development and Finance Departments acknowledge that EN funds were drawn when it appeared that PI funds were available. The finding was partly influenced by the nature of first quarter draws and the need to record prior year expenses. We have corrected the discrepancy and to address this in the future, we plan to implement a balance sheet account to better track PI balances and expenditures.
View Audit 325909 Questioned Costs: $1
Management Response/Corrective Action Plan: Going forward the School Nutrition staff will keep a spreadsheet documenting meals reimbursed previous fiscal years, and in each month to compare to the number of meals calculated for the current billing month.
Management Response/Corrective Action Plan: Going forward the School Nutrition staff will keep a spreadsheet documenting meals reimbursed previous fiscal years, and in each month to compare to the number of meals calculated for the current billing month.
Views of Responsible Officials The Organization agrees with this finding. Corrective Action Plan The Organization will continue to abide by its procurement policy and will check its vendors against the exclusion list on the System for Award Management website. Name(s) of Responsible Individuals Lacy...
Views of Responsible Officials The Organization agrees with this finding. Corrective Action Plan The Organization will continue to abide by its procurement policy and will check its vendors against the exclusion list on the System for Award Management website. Name(s) of Responsible Individuals Lacy Kimes, Board President Anticipated Completion Date October 31, 2024
Views of Responsible Officials The Organization agrees with this finding. Corrective Action Plan The fraudster has been convicted and is incarcerated. The Organization has since implemented stronger internal controls to prevent and detect future occurrences of fraud or error. Name(s) of Responsible ...
Views of Responsible Officials The Organization agrees with this finding. Corrective Action Plan The fraudster has been convicted and is incarcerated. The Organization has since implemented stronger internal controls to prevent and detect future occurrences of fraud or error. Name(s) of Responsible Individuals Lacy Kimes, Board President Anticipated Completion Date Already implemented.
Views of Responsible Officials The Organization agrees with this finding. Corrective Action Plan The Organization will update its property records to include all required information. Additionally, the Organization plans to complete a physical inventory count and related reconciliation on an annual ...
Views of Responsible Officials The Organization agrees with this finding. Corrective Action Plan The Organization will update its property records to include all required information. Additionally, the Organization plans to complete a physical inventory count and related reconciliation on an annual basis. Name(s) of Responsible Individuals Lacy Kimes, Board President Anticipated Completion Date October 31, 2024
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