Finding 1165822 (2019-003)

Material Weakness Repeat Finding
Requirement
ABEHLM
Questioned Costs
-
Year
2019
Accepted
2025-12-19

AI Summary

  • Core Issue: Lack of supporting documentation for internal controls over federal awards due to expired retention periods and employee turnover.
  • Impacted Requirements: Compliance with federal statutes and regulations, specifically 2 CFR 200.334 regarding documentation retention.
  • Recommended Follow-Up: Improve record retention practices, implement knowledge preservation procedures, and consider extending retention periods for critical documents.

Finding Text

Criteria: The Company should must establish and maintain effective internal control over federal awards to provide reasonable assurance that the award is managed in compliance with federal statutes, regulations, and the terms and conditions of the award. Adequate documentation must be maintained to support internal control activities and compliance with federal requirements. Statement of Condition: During our walkthroughs and substantive testing, supporting documentation was not available to allow us to evaluate whether required internal controls were performed. The documents were unavailable due to the expiration of the entity’s document retention period and employee turnover, which resulted in the loss of institutional knowledge about the controls performed during the award period. Because the requested documentation could not be provided, we were unable to verify the performance or effectiveness of internal controls related to the compliance requirement tested. Cause of Condition: The entity did not maintain documentation of internal control activities beyond the minimum required retention period and did not have processes in place to preserve institutional knowledge during employee turnover. As a result, supporting records necessary for testing internal controls over federal awards were no longer available. Effect of Condition: Due to the absence of supporting documentation, we were unable to determine whether internal controls over the compliance requirement were properly designed and operating effectively. This results in the inability to test internal controls and assess control risk at a “low” level. Recommendation: We recommend that management (1) strengthen record retention practices to ensure that documentation of internal control activities is preserved in accordance with 2 CFR 200.334 and is available for future audits, (2) implement procedures to maintain institutional knowledge, particularly during periods of employee turnover (e.g., documented policies, cross-training, centralized recordkeeping), and (3) consider extending retention periods for documents supporting high-risk federal programs or key internal control activities. Management should ensure documentation is sufficient to demonstrate compliance and support internal control operations. Identification of Repeat Finding: This is a new finding. Views of Responsible Officials: Management understands and accepts the recommendation as outlined in the Corrective Action Plan.

Corrective Action Plan

Strengthen record retention practices to ensure documentation of internal control activities is preserved in accordance with 2 CFR 200.334 (three years from submission of final expenditure report) by February 28, 2026. Implement procedures to maintain institutional knowledge during employee turnover, including documented policies, cross-training, centralized recordkeeping, and formal transition protocols by March 31, 2026. Consider extending retention periods for documents supporting high-risk federal programs or key internal control activities beyond minimum requirements by April 30, 2026. Establish a centralized electronic filing system with version control and backup procedures for all federal award documentation by May 31, 2026. The new bookkeeping firm will assist in implementing this system and establishing appropriate file organization structures for grant-related documentation. Create detailed internal control documentation templates and ensure all control activities are evidenced in writing by June 30, 2026.

Categories

Internal Control / Segregation of Duties

Other Findings in this Audit

  • 1165815 2019-003
    Material Weakness Repeat
  • 1165816 2019-004
    Material Weakness Repeat
  • 1165817 2019-005
    Material Weakness Repeat
  • 1165818 2019-006
    Material Weakness Repeat
  • 1165819 2019-007
    Material Weakness Repeat
  • 1165820 2019-008
    Material Weakness Repeat
  • 1165821 2019-009
    Material Weakness Repeat
  • 1165823 2019-004
    Material Weakness Repeat
  • 1165824 2019-005
    Material Weakness Repeat
  • 1165825 2019-006
    Material Weakness Repeat
  • 1165826 2019-007
    Material Weakness Repeat
  • 1165827 2019-008
    Material Weakness Repeat
  • 1165828 2019-009
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
93.243 SUBSTANCE ABUSE AND MENTAL HEALTH SERVICES PROJECTS OF REGIONAL AND NATIONAL SIGNIFICANCE $248,753
39.003 DONATION OF FEDERAL SURPLUS PERSONAL PROPERTY $188,362
93.354 PUBLIC HEALTH EMERGENCY RESPONSE: COOPERATIVE AGREEMENT FOR EMERGENCY RESPONSE: PUBLIC HEALTH CRISIS RESPONSE $163,575
93.074 HOSPITAL PREPAREDNESS PROGRAM (HPP) AND PUBLIC HEALTH EMERGENCY PREPAREDNESS (PHEP) ALIGNED COOPERATIVE AGREEMENTS $58,671
93.136 INJURY PREVENTION AND CONTROL RESEARCH AND STATE AND COMMUNITY BASED PROGRAMS $9,867