Finding 1161411 (2024-009)

Material Weakness Repeat Finding
Requirement
N
Questioned Costs
$1
Year
2024
Accepted
2025-10-24
Audit: 371273
Organization: Wittenberg University (OH)
Auditor: RSM US LLP

AI Summary

  • Core Issue: The University failed to properly calculate and return R2T4 funds on time, resulting in 11 instances of missing calculations.
  • Impacted Requirements: Noncompliance with the 45-day return timeframe for R2T4 funds, leading to potential liabilities and interest assessments.
  • Recommended Follow-Up: Implement a quality assurance process with stronger controls to ensure accurate calculations and timely returns.

Finding Text

Federal Program: Student Financial Assistance Cluster Federal Assistance Listing Number: 84.063 (Pell) and 84.268 (Direct Loans) Federal Agency: Department of Education Award Year: 2024 Criteria: In our initial testing of the completeness of the withdraw population, we identified missing students. As a result, management performed further completeness procedures and identified 11 instances of missing R2T4 calculations. In total, the University calculated $31,830 of Direct Loans and $3,499 of Pell Grant funding as amounts to be returned. Management corrected these; however, they were returned outside the required 45 day timeframe. Condition: In testing the completeness of the withdraw population, we identified 11 instances of missing R2T4 calculations, resulting in late R2T4 returns. In total, the University calculated $31,830 of Direct Loans and $3,499 of Pell Grant funding as amounts to be returned; however, these amounts were not returned within the required 45 day timeframe. Additionally, in a sample of 5 R2T4 recalculations, 3 used incorrect semester dates and/or aid amounts, resulting in: • One student over-returning $75 of loans; • One student under-returning $75 of loans; and • One student with no net impact because the student attended the majority of the semester (the misdated inputs did not change the proration outcome). Cause: The University did not have adequate internal controls or monitoring procedures in place to ensure proper calculations and timely returns for R2T4 funds. Context: Controls did not operate properly for the University to properly calculate R2T4 returns and return aid timely. Effect: Noncompliance with the R2T4 timing requirement increases the risk of ED findings, potential liabilities, and interest assessments for late returns. Additionally, inaccurate R2T4 calculations lead to improper amounts returned on behalf of students and ED. Questioned Costs: $31,830 of Direct Loans and $3,499 of Pell Grant Repeat Finding: Yes Recommendations: The University should implement and document an overall quality assurance process including adequate controls to prevent overall noncompliance. Management's Response: Management agrees with the finding. See corrective action plan.

Corrective Action Plan

The Financial Aid and Registrar’s Offices are refining the withdrawal notification and reconciliation process to ensure that both official and unofficial withdrawals are accurately identified and routed for R2T4 calculation within the required timeframe. All identified cases were reviewed, corrected, and documented. The funds totaling $31,830 (Direct Loans) and $3,499 (Pell Grants) have been returned, and student accounts were reconciled accordingly. The Financial Aid Office, in coordination with the Information Technology team, is reviewing the SIS configuration to determine why certain Fall 2024 calculations were one day off, despite correct data entry. Adjustments will be made to eliminate any system-level rounding or timestamp discrepancies that could affect future calculations. Implementation of the corrective action plan is expected to be complete by June 30, 2026. Responsible Party Robert Rood Interim Vice President Finance and Administration

Categories

Questioned Costs Student Financial Aid Subrecipient Monitoring

Other Findings in this Audit

  • 1161387 2024-004
    Material Weakness Repeat
  • 1161388 2024-005
    Material Weakness Repeat
  • 1161389 2024-006
    Material Weakness Repeat
  • 1161390 2024-007
    Material Weakness Repeat
  • 1161391 2024-008
    Material Weakness Repeat
  • 1161392 2024-009
    Material Weakness Repeat
  • 1161393 2024-011
    Material Weakness Repeat
  • 1161394 2024-004
    Material Weakness Repeat
  • 1161395 2024-008
    Material Weakness Repeat
  • 1161396 2024-011
    Material Weakness Repeat
  • 1161397 2024-004
    Material Weakness Repeat
  • 1161398 2024-008
    Material Weakness Repeat
  • 1161399 2024-011
    Material Weakness Repeat
  • 1161400 2024-010
    Material Weakness Repeat
  • 1161401 2024-004
    Material Weakness Repeat
  • 1161402 2024-008
    Material Weakness Repeat
  • 1161403 2024-011
    Material Weakness Repeat
  • 1161404 2024-004
    Material Weakness Repeat
  • 1161405 2024-008
    Material Weakness Repeat
  • 1161406 2024-011
    Material Weakness Repeat
  • 1161407 2024-004
    Material Weakness Repeat
  • 1161408 2024-005
    Material Weakness Repeat
  • 1161409 2024-006
    Material Weakness Repeat
  • 1161410 2024-008
    Material Weakness Repeat
  • 1161412 2024-011
    Material Weakness Repeat
  • 1161413 2024-002
    Material Weakness Repeat
  • 1161414 2024-003
    Material Weakness Repeat
  • 1161415 2024-011
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
84.268 FEDERAL DIRECT STUDENT LOANS $8.07M
84.063 FEDERAL PELL GRANT PROGRAM $2.45M
84.038 FEDERAL PERKINS LOAN PROGRAM_FEDERAL CAPITAL CONTRIBUTIONS $1.72M
84.047 TRIO UPWARD BOUND $428,272
84.033 FEDERAL WORK-STUDY PROGRAM $257,699
84.007 FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS $168,199
84.021 OVERSEAS PROGRAMS - GROUP PROJECTS ABROAD $104,391
47.049 MATHEMATICAL AND PHYSICAL SCIENCES $84,387
47.076 STEM EDUCATION (FORMERLY EDUCATION AND HUMAN RESOURCES) $73,919
84.379 TEACHER EDUCATION ASSISTANCE FOR COLLEGE AND HIGHER EDUCATION GRANTS (TEACH GRANTS) $18,680
43.001 SCIENCE $8,473
45.162 PROMOTION OF THE HUMANITIES TEACHING AND LEARNING RESOURCES AND CURRICULUM DEVELOPMENT $7,260
81.049 OFFICE OF SCIENCE FINANCIAL ASSISTANCE PROGRAM $2,386