Finding 1162056 (2024-005)

Material Weakness Repeat Finding
Requirement
B
Questioned Costs
$1
Year
2024
Accepted
2025-11-07

AI Summary

  • Core Issue: The PRDE made incorrect payroll payments totaling $4,659,739, including payments for employees who did not work for the Federal programs.
  • Impacted Requirements: Noncompliance with 2 CFR Section 200.403(g) regarding adequate documentation for allowable costs, leading to potential improper payments.
  • Recommended Follow-Up: PRDE should establish better internal controls and payroll processes to prevent future errors and ensure accurate payments.

Finding Text

FINDING REFERENCE NUMBER 2024-005 FEDERAL PROGRAMS (ALN – 10.553) SCHOOL BREAKFAST PROGRAM (SBP) – CHILD NUTRITION CLUSTER (ALN – 10.555) NATIONAL SCHOOL LUNCH PROGRAM (NSLP) – CHILD NUTRITION CLUSTER (ALN – 10.559) SUMMER FOOD SERVICE PROGRAM FOR CHILDREN (SFSP) – CHILD NUTRITION CLUSTER (ALN – 10.582) FRESH FRUIT AND VEGETABLE PROGRAM (FFVP) – CHILD NUTRITION CLUSTER (ALN – 10.558) CHILD AND ADULT CARE FOOD PROGRAM (CACFP) U.S. DEPARTMENT OF AGRICULTURE (ALN – 84.010A) TITLE I GRANTS TO LOCAL EDUCATIONAL AGENCIES (TITLE I, PART A OF THE ESSEA) (ALN – 84.027) SPECIAL EDUCATION – GRANTS TO STATES (IDEA, PART B) (ALN – 84.048A) CAREER AND TECHNICAL EDUCATION – BASIC GRANTS TO STATES (PERKINS V) (ALN – 84.367A) SUPPORTING EFFECTIVE INSTRUCTION STATE GRANTS (formerly IMPROVING TEACHER QUALITY STATE GRANTS) (ALN – 84.425D) COVID-19 EDUCATION STABILIZATION FUND: ELEMENTARY AND SECONDARY SCHOOL EMERGENCY RELIEF FUND (ALN – 84.425U) COVID-19 EDUCATION STABILIZATION FUND: AMERICAN RESCUE PLAN – ELEMENTARY AND SECONDARY SCHOOL EMERGENCY RELIEF (ARP ESSER) U.S. DEPARTMENT OF EDUCATION AWARD NUMBERS 1PRAEA18SCESUBA (10/01/2018 – 09/30/2019); 1PRAEA19SCESUBA (10/01/2019 – 09/30/2020); 1PRAEA20SCESUBA (10/01/2020 – 09/30/2021); 1PRAEA21SCESUBA (10/01/2021 – 09/30/2022); 1PRAEA22SCESUBA (10/01/2022 – 09/30/2023); 221PR300336E_A (10/01/2022 – 10/30/2024); S010A130052 (07/01/2013 – 09/30/2014); S010A140052 (07/01/2014 – 09/30/2015); S010A160052 (07/01/2015 – 09/30/2016); S010A160052 (07/01/2016 – 09/30/2017); H027A12003 (07/01/2012 – 09/30/2013); H027A14003 (07/01/2014 – 09/30/2015); H027A15003 (07/01/2015 – 09/30/2016); H027A18003 (07/01/2018 – 09/30/2019); H027A19003 (07/01/2019 – 09/30/2020); H027A20003 (07/01/2020 – 09/30/2021); H027A21003 (07/01/2021 – 09/30/2022); V048A180052 (07/01/2018 – 09/30/2019); S367A160052E (07/01/2016 – 09/30/2017); S425D200029 (06/16/2020 – 09/30/2021); S425D210029 (01/05/2021 – 03/31/2025); S425U210029 (03/24/2021 – 03/28/2026) COMPLIANCE REQUIREMENT ALLOWABLE COSTS/COSTS PRINCIPLES TYPE OF FINDING MATERIAL NONCOMPLIANCE AND MATERIAL WEAKNESS CRITERIA 2 CFR Section 200.403 (g) establishes that except where otherwise authorized by statute, costs must be adequately documented in order to be allowable under Federal awards. In addition 2 CFR Section 200.1, defines improper payments as a payment that should not have been made or that was made in an incorrect amount under statutory, contractual, administrative, or other legally applicable requirements. The term improper payment includes any payment to an ineligible recipient, any payment for ineligible goods or service, any duplicate payment, any payment for a good or service not received (except for those payments where authorized by law), any payment that is not authorized by law, and any payment that does not account for credit for applicable discounts. STATEMENT OF CONDITION As part of our audit procedures and interviews over financial reporting, we obtained a detail of accounts receivable related to duplicate or incorrect payments made for payroll transactions in the amount of $4,659,739. Invoices issued during the fiscal year ended June 30, 2024, balance, were distributed as federal and state, as follows: ALN Number Transaction Balance 10.553/ 10.555/ 10.559/ 10.582 $ 167,694 10.558 1,240 84.010A 64,517 84.027A 228,284 84.041 546 84.048A 4,802 84.367A 1,027 84.425D 35,165 84.425U 27,501 Not Determined 2,357,671 Not Determined 25,907 Not Applicable 1,745,385 $ 4,659,739 Title I Grants to Local Educational Agencies (Title I, Part A of the ESEA) Special Education - Grants to States (IDEA, Part B) Impact Aid (Title VII of ESEA) Program Description Child Nutrition Cluster Child and Adult Care Food Program (CACFP) Supporting Effective Instruction State Grants (formerly Improving Teacher Quality State Grants) COVID-19 Education Stabilizatiopn Fund: Elementary and Secondary School Emergency Relief Fund (ESSER) Total Invoices Issued Balance at 06/30/2024 Career and Technical Education - Basic Grants to States (Perkins V) Schoolwide Program (State and Federal Funds) Consolidated Funds (State and Federal Funds) State Funds COVID-19 Education Stabilizatiopn Fund: American Rescue Plan – Elementary and Secondary School Emergency (ARP ESSER) QUESTIONED COSTS Identified questioned costs are $530,776, which were identified as employees that didn't work for the Federal program. Other amount may be unallowed, if the PRDE can identify the portion of Federal funding incurred in Schoolwide and Consolidated activities. PERSPECTIVE INFORMATION The amount of $4,659,739, corresponds to incorrect payroll payments made from current and prior years, for which during fiscal year 2023-2024, the PRDE determined that an invoice for excess payroll payments proceeds. The PRDE was unable to indicate which amount of Schoolwide or Consolidated funds corresponds to Federal funding, because these funds close at year end. STATEMENT OF CAUSE The PRDE sends the Treasury Department of Puerto Rico a balance of the payroll, before the end of the fortnight, to speed up the payment process. By sending this information without balancing the hours worked, it causes errors in the payroll computations. POSSIBLE ASSERTED EFFECT The PRDE incurred payments to employees for hours not worked, and for which specific grants were received. IDENTIFICATION OF REPEAT FINDING This is a repeat finding (Finding Reference Number 2023-005). RECOMMENDATIONS We recommend PRDE design and implement adequate internal controls and payroll processes that will identify in real – time or sooner any incorrect payroll payment made. FINDING REFERENCE NUMBER 2024-005 – continuation VIEWS OF RESPONSIBLE OFFICIALS Management agrees with the audit finding and has implemented a comprehensive corrective action plan to address payroll processing errors, strengthen internal controls, and ensure accurate and timely payments. As part of PRDE’s Fiscal Plan of 2020–2021, the Department launched the official integration project between the Time, Attendance, and Leave (TAL) system and the Payroll (RHUM) system. This integration ensures that payroll disbursements are made only after the employee’s attendance has been validated through the TAL system. Employees are required to record their attendance using biometric verification or have an authorized leave properly documented and approved by their supervisor before receiving payment. If attendance is not validated, the system automatically issues a notification and applies the necessary adjustment. This project, initiated in November 2020 with the collaboration of the Puerto Rico Fiscal Oversight and Management Board (FOMB), MS Consulting, the Department of the Treasury (Hacienda), the Financial Advisory Authority (AAFAF), and the Puerto Rico Innovation and Technology Service (PRITS), was fully integrated by February 2021. As a result, PRDE has significantly reduced overpayments, duplicate payments, and other payroll inconsistencies. To reinforce this effort, PRDE issued a new Time and Attendance Policy on December 7, 2021, later updated on April 11, 2022, which clearly defines employee responsibilities, authorized leaves, disciplinary procedures, and supervisor accountability. Under this policy, employees and supervisors are required to follow strict timekeeping procedures, and noncompliance triggers automatic system notifications and salary adjustments. The PRDE’s Time and Attendance staff continues to monitor and maintain compliance through: i. Ongoing training sessions for PRDE personnel; ii. System dashboards tracking attendance behaviors; iii. Issuance of notifications and payroll adjustments as required; and iv. Regular follow-up and evaluation activities. Additionally, PRDE’s Finance Office implemented a reconciliation process that integrates data from TAL, RHUM, and SIFDE, ensuring that payroll expenditures align with validated attendance records. The system now performs cross-checks before submission to the Treasury Department, preventing disbursements for unverified time. These combined measures—technological integration, policy enforcement, staff training, and reconciliation controls—have strengthened payroll accuracy, reduced the risk of overpayments, and improved financial accountability across the Department. IMPLEMENTATION DATE Done RESPONSIBLE PERSON Evelyn Rodríguez Cardé Finance Office Director Jullymar Octtaviani Vega Sub-Secretary of Administration

Corrective Action Plan

VIEWS OF RESPONSIBLE OFFICIALS Management agrees with the audit finding and has implemented a comprehensive corrective action plan to address payroll processing errors, strengthen internal controls, and ensure accurate and timely payments. As part of PRDE’s Fiscal Plan of 2020–2021, the Department launched the official integration project between the Time, Attendance, and Leave (TAL) system and the Payroll (RHUM) system. This integration ensures that payroll disbursements are made only after the employee’s attendance has been validated through the TAL system. Employees are required to record their attendance using biometric verification or have an authorized leave properly documented and approved by their supervisor before receiving payment. If attendance is not validated, the system automatically issues a notification and applies the necessary adjustment. This project, initiated in November 2020 with the collaboration of the Puerto Rico Fiscal Oversight and Management Board (FOMB), MS Consulting, the Department of the Treasury (Hacienda), the Financial Advisory Authority (AAFAF), and the Puerto Rico Innovation and Technology Service (PRITS), was fully integrated by February 2021. As a result, PRDE has significantly reduced overpayments, duplicate payments, and other payroll inconsistencies. To reinforce this effort, PRDE issued a new Time and Attendance Policy on December 7, 2021, later updated on April 11, 2022, which clearly defines employee responsibilities, authorized leaves, disciplinary procedures, and supervisor accountability. Under this policy, employees and supervisors are required to follow strict timekeeping procedures, and noncompliance triggers automatic system notifications and salary adjustments. The PRDE’s Time and Attendance staff continues to monitor and maintain compliance through: i. Ongoing training sessions for PRDE personnel; ii. System dashboards tracking attendance behaviors; iii. Issuance of notifications and payroll adjustments as required; and iv. Regular follow-up and evaluation activities. Additionally, PRDE’s Finance Office implemented a reconciliation process that integrates data from TAL, RHUM, and SIFDE, ensuring that payroll expenditures align with validated attendance records. The system now performs cross-checks before submission to the Treasury Department, preventing disbursements for unverified time. These combined measures—technological integration, policy enforcement, staff training, and reconciliation controls—have strengthened payroll accuracy, reduced the risk of overpayments, and improved financial accountability across the Department. IMPLEMENTATION DATE Done RESPONSIBLE PERSON Evelyn Rodríguez Cardé Finance Office Director Jullymar Octtaviani Vega Sub-Secretary of Administration

Categories

Questioned Costs School Nutrition Programs Internal Control / Segregation of Duties

Other Findings in this Audit

  • 1162035 2024-002
    Material Weakness Repeat
  • 1162036 2024-002
    Material Weakness Repeat
  • 1162037 2024-003
    Material Weakness Repeat
  • 1162038 2024-004
    Material Weakness Repeat
  • 1162039 2024-004
    Material Weakness Repeat
  • 1162040 2024-004
    Material Weakness Repeat
  • 1162041 2024-004
    Material Weakness Repeat
  • 1162042 2024-004
    Material Weakness Repeat
  • 1162043 2024-004
    Material Weakness Repeat
  • 1162044 2024-004
    Material Weakness Repeat
  • 1162045 2024-004
    Material Weakness Repeat
  • 1162046 2024-005
    Material Weakness Repeat
  • 1162047 2024-005
    Material Weakness Repeat
  • 1162048 2024-005
    Material Weakness Repeat
  • 1162049 2024-005
    Material Weakness Repeat
  • 1162050 2024-005
    Material Weakness Repeat
  • 1162051 2024-005
    Material Weakness Repeat
  • 1162052 2024-005
    Material Weakness Repeat
  • 1162053 2024-005
    Material Weakness Repeat
  • 1162054 2024-005
    Material Weakness Repeat
  • 1162055 2024-005
    Material Weakness Repeat
  • 1162057 2024-006
    Material Weakness Repeat
  • 1162058 2024-006
    Material Weakness Repeat
  • 1162059 2024-006
    Material Weakness Repeat
  • 1162060 2024-006
    Material Weakness Repeat
  • 1162061 2024-006
    Material Weakness Repeat
  • 1162062 2024-007
    Material Weakness Repeat
  • 1162063 2024-008
    Material Weakness Repeat
  • 1162064 2024-008
    Material Weakness Repeat
  • 1162065 2024-008
    Material Weakness Repeat
  • 1162066 2024-009
    Material Weakness Repeat
  • 1162067 2024-009
    Material Weakness Repeat
  • 1162068 2024-009
    Material Weakness Repeat
  • 1162069 2024-010
    Material Weakness Repeat
  • 1162070 2024-010
    Material Weakness Repeat
  • 1162071 2024-010
    Material Weakness Repeat
  • 1162072 2024-010
    Material Weakness Repeat
  • 1162073 2024-010
    Material Weakness Repeat
  • 1162074 2024-010
    Material Weakness Repeat
  • 1162075 2024-010
    Material Weakness Repeat
  • 1162076 2024-010
    Material Weakness Repeat
  • 1162077 2024-010
    Material Weakness Repeat
  • 1162078 2024-010
    Material Weakness Repeat
  • 1162079 2024-010
    Material Weakness Repeat
  • 1162080 2024-010
    Material Weakness Repeat
  • 1162081 2024-010
    Material Weakness Repeat
  • 1162082 2024-010
    Material Weakness Repeat
  • 1162083 2024-010
    Material Weakness Repeat
  • 1162084 2024-010
    Material Weakness Repeat
  • 1162085 2024-010
    Material Weakness Repeat
  • 1162086 2024-010
    Material Weakness Repeat
  • 1162087 2024-010
    Material Weakness Repeat
  • 1162088 2024-010
    Material Weakness Repeat
  • 1162089 2024-010
    Material Weakness Repeat
  • 1162090 2024-010
    Material Weakness Repeat
  • 1162091 2024-010
    Material Weakness Repeat
  • 1162092 2024-010
    Material Weakness Repeat
  • 1162093 2024-010
    Material Weakness Repeat
  • 1162094 2024-010
    Material Weakness Repeat
  • 1162095 2024-011
    Material Weakness Repeat
  • 1162096 2024-011
    Material Weakness Repeat
  • 1162097 2024-011
    Material Weakness Repeat
  • 1162098 2024-012
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
84.010 TITLE I GRANTS TO LOCAL EDUCATIONAL AGENCIES $425.00M
10.555 NATIONAL SCHOOL LUNCH PROGRAM $128.33M
97.036 DISASTER GRANTS - PUBLIC ASSISTANCE (PRESIDENTIALLY DECLARED DISASTERS) $63.48M
84.367 SUPPORTING EFFECTIVE INSTRUCTION STATE GRANTS (FORMERLY IMPROVING TEACHER QUALITY STATE GRANTS) $46.84M
10.558 CHILD AND ADULT CARE FOOD PROGRAM $30.24M
84.287 TWENTY-FIRST CENTURY COMMUNITY LEARNING CENTERS $26.97M
10.553 SCHOOL BREAKFAST PROGRAM $21.16M
84.002 ADULT EDUCATION - BASIC GRANTS TO STATES $10.19M
84.048 CAREER AND TECHNICAL EDUCATION -- BASIC GRANTS TO STATES $9.36M
84.369 GRANTS FOR STATE ASSESSMENTS AND RELATED ACTIVITIES $9.33M
21.027 CORONAVIRUS STATE AND LOCAL FISCAL RECOVERY FUNDS $7.89M
10.559 SUMMER FOOD SERVICE PROGRAM FOR CHILDREN $7.15M
84.063 FEDERAL PELL GRANT PROGRAM $3.92M
84.196 EDUCATION FOR HOMELESS CHILDREN AND YOUTH $3.02M
84.027 SPECIAL EDUCATION GRANTS TO STATES $2.55M
84.365 ENGLISH LANGUAGE ACQUISITION STATE GRANTS $2.35M
10.560 STATE ADMINISTRATIVE EXPENSES FOR CHILD NUTRITION $2.28M
45.310 GRANTS TO STATES $1.90M
84.041 IMPACT AID $1.73M
84.425 EDUCATION STABILIZATION FUND $734,159
84.013 TITLE I STATE AGENCY PROGRAM FOR NEGLECTED AND DELINQUENT CHILDREN AND YOUTH $267,009
10.579 CHILD NUTRITION DISCRETIONARY GRANTS LIMITED AVAILABILITY $251,754
84.938 DISASTER RECOVERY ASSISTANCE FOR EDUCATION $175,913
84.173 SPECIAL EDUCATION PRESCHOOL GRANTS $175,868
84.033 FEDERAL WORK-STUDY PROGRAM $114,747
84.007 FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS $102,914
93.079 COOPERATIVE AGREEMENTS TO PROMOTE ADOLESCENT HEALTH THROUGH SCHOOL-BASED HIV/STD PREVENTION AND SCHOOL-BASED SURVEILLANCE $10,000
84.424 STUDENT SUPPORT AND ACADEMIC ENRICHMENT PROGRAM $5,251
10.582 FRESH FRUIT AND VEGETABLE PROGRAM $3,068