Finding 1167121 (2024-006)

Material Weakness Repeat Finding
Requirement
C
Questioned Costs
-
Year
2024
Accepted
2025-12-30

AI Summary

  • Core Issue: PFI lacks a formal review process for cash drawdown requests, leading to significant deficiencies in internal controls over compliance.
  • Impacted Requirements: Non-compliance with 2 CFR § 200.303 and § 200.305(b)(3) regarding effective internal controls and timely reimbursement requests.
  • Recommended Follow-Up: PFI should establish a documented review and approval process for cash drawdowns and implement procedures for prompt submission of reimbursement requests within 30 days.

Finding Text

Finding 2024-006: Cash Management Program Title: Defense Nuclear Nonproliferation Research Assistance Listing Number: 81.113 Federal Agency: U.S. Department of Energy Direct Award Identifying Numbers: DE-NA003862, DE-NA004179, DE-NA0004177 Federal Award Year: Year ended September 30, 2024 Program Title: Export Control and Related Border Security Assistance Listing Number: 19.901 Federal Agency: U.S. Department of State Direct Award Identifying Number: SAQMIP23CA0153 Pass-Through Entity Name, Pass-Through Identifying Number: The Research Foundation for SUNY, University at Albany, 3-98939 Federal Award Year: Year ended September 30, 2024 Type of Finding: Significant Deficiency in Internal Control over Compliance and Other Matter Compliance Finding Criteria: Under 2 CFR § 200.303, organizations that receive Federal funding are required to “establish and maintain effective internal control over the Federal award that provides reasonable assurance that the non-Federal entity is managing the Federal award in compliance with Federal statutes, regulations, and the terms and conditions of the Federal award. These internal controls should be in compliance with guidance in “Standards for Internal Control in the Federal Government” issued by the Comptroller General of the United States or the “Internal Control Integrated Framework”, issued by the Committee of Sponsoring Organizations of the Treadway Commission (COSO). Under 2 CFR § 200.305(b)(3), when using the reimbursement method, entities should request payment as soon as possible after the costs are incurred to minimize the time between expenditure and Federal reimbursement. Condition: PFI does not have documentation of the review and approval of Federal cash drawdown requests prior to submission. During testing, we noted that drawdowns totaling $219,376 for ALN 81.113 and $188,631 for ALN 19.901 were processed without evidence of supervisory review. Additionally, we noted that PFI submitted a late cash drawdown request for Federal expenditures of $74,111 under ALN 81.113 that occurred during prior years but were newly identified and reimbursed during the year under audit. Cause: PFI has not implemented a formal review process for cash drawdowns. Furthermore, PFI lacks written procedures to ensure timely submission of reimbursement requests. Effect or Potential Effect: Lack of review increases the risk of drawing excessive funds, noncompliance with cash management requirements, and potential misuse of Federal funds. Delayed drawdowns resulted in PFI using non-Federal funds for an extended period of time, which may have impacted cash flow and program operations. Questioned Costs: None. Context: 4 out of 4 drawdown requests selected for testing under ALN 81.113 and 3 out of 3 drawdown requests selected for testing under ALN 19.901 did not have documented supervisory review and approval. 1 of 4 drawdown requests tested for ALN 81.113 was submitted late for expenditures that had occurred in prior fiscal years. The samples are representative of the population. Repeat Finding: Not applicable Recommendation: It is recommended that PFI establish and document a formal review and approval process for all cash drawdown requests, including maintaining evidence of supervisory approval. Furthermore, we recommend that PFI implement procedures to ensure reimbursement requests are submitted promptly after costs are incurred, ideally within 30 days.

Corrective Action Plan

Finding: Significant deficiency in internal control over federal cash drawdowns Corrective action: Pacific Forum has adopted new financial controls policies to ensure federal cash drawdowns are completed in a timely manner and reviewed by management. The Director of Development prepares a financial report that shows the amount that can be invoiced/drawn down from federal funds based on actual expenditures. The Executive Director approves the request for funds prior to submission to the funding organization. These procedures will be incorporated into PFI cash management policy guidelines. Completion Date: February 1, 2026. Responsible Individual: Executive Director

Categories

Cash Management Internal Control / Segregation of Duties

Other Findings in this Audit

  • 1167090 2024-004
    Material Weakness Repeat
  • 1167091 2024-005
    Material Weakness Repeat
  • 1167092 2024-006
    Material Weakness Repeat
  • 1167093 2024-007
    Material Weakness Repeat
  • 1167094 2024-008
    Material Weakness Repeat
  • 1167095 2024-009
    Material Weakness Repeat
  • 1167096 2024-010
    Material Weakness Repeat
  • 1167097 2024-003
    Material Weakness Repeat
  • 1167098 2024-004
    Material Weakness Repeat
  • 1167099 2024-005
    Material Weakness Repeat
  • 1167100 2024-006
    Material Weakness Repeat
  • 1167101 2024-007
    Material Weakness Repeat
  • 1167102 2024-008
    Material Weakness Repeat
  • 1167103 2024-009
    Material Weakness Repeat
  • 1167104 2024-010
    Material Weakness Repeat
  • 1167105 2024-004
    Material Weakness Repeat
  • 1167106 2024-005
    Material Weakness Repeat
  • 1167107 2024-006
    Material Weakness Repeat
  • 1167108 2024-007
    Material Weakness Repeat
  • 1167109 2024-008
    Material Weakness Repeat
  • 1167110 2024-009
    Material Weakness Repeat
  • 1167111 2024-010
    Material Weakness Repeat
  • 1167112 2024-004
    Material Weakness Repeat
  • 1167113 2024-005
    Material Weakness Repeat
  • 1167114 2024-006
    Material Weakness Repeat
  • 1167115 2024-007
    Material Weakness Repeat
  • 1167116 2024-008
    Material Weakness Repeat
  • 1167117 2024-009
    Material Weakness Repeat
  • 1167118 2024-010
    Material Weakness Repeat
  • 1167119 2024-004
    Material Weakness Repeat
  • 1167120 2024-005
    Material Weakness Repeat
  • 1167122 2024-007
    Material Weakness Repeat
  • 1167123 2024-008
    Material Weakness Repeat
  • 1167124 2024-009
    Material Weakness Repeat
  • 1167125 2024-010
    Material Weakness Repeat
  • 1167126 2024-003
    Material Weakness Repeat
  • 1167127 2024-003
    Material Weakness Repeat
  • 1167128 2024-003
    Material Weakness Repeat
  • 1167129 2024-003
    Material Weakness Repeat
  • 1167130 2024-003
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
19.017 ENVIRONMENTAL AND SCIENTIFIC PARTNERSHIPS AND PROGRAMS $150,926
19.033 GLOBAL THREAT REDUCTION $127,861
19.040 PUBLIC DIPLOMACY PROGRAMS $77,334
19.901 EXPORT CONTROL AND RELATED BORDER SECURITY $59,798
81.113 DEFENSE NUCLEAR NONPROLIFERATION RESEARCH $44,160
19.402 PROFESSIONAL AND CULTURAL EXCHANGE PROGRAMS - INTERNATIONAL VISITOR LEADERSHIP PROGRAM $1,829