Finding 1167122 (2024-007)

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

AI Summary

  • Core Issue: PFI's procurement policy is outdated, lacking a micropurchase threshold and accurate simplified acquisition definitions, leading to noncompliance risks.
  • Impacted Requirements: Noncompliance with 2 CFR §200.303 and §200.318-§200.326 regarding internal controls and procurement procedures.
  • Recommended Follow-Up: Revise the procurement policy to align with current Uniform Guidance, including establishing a micropurchase threshold and updating the list of authorized reviewers.

Finding Text

Finding 2024-007: Procurement 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: Material Weakness in Internal Control over Compliance and Material Noncompliance Criteria: According to 2 CFR §200.303, the non-Federal entity must: (a) 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). Per CFR §200.318-§200.326, non-Federal entities must maintain written procurement procedures that comply with Federal standards, including thresholds, methods of procurement, and documentation requirements. Noncompetitive procurements can only be awarded in accordance with §200.320(c). According to 2 CFR §200.320 Procurement Standards, there are specific circumstances in which noncompetitive procurement can be used. Noncompetitive procurement can only be awarded if one or more of the following circumstances apply: 1. The acquisition of property or services, the aggregate dollar amount of which does not exceed the micro-purchase threshold, 2. The item is available only from a single source; 3. The public exigency or emergency for the requirement will not permit a delay resulting from publicizing a competitive solicitation; 4. The Federal awarding agency or pass-through entity expressly authorizes a noncompetitive procurement in response to a written request from the non-Federal entity; or 5. After solicitation of a number of sources, competition is determined inadequate. Condition: We noted that PFI’s procurement policy does not contain a micropurchase threshold and its threshold for simplified acquisitions is not accurately defined in accordance with the applicable Uniform Guidance requirements. During our testing over procurement, we noted several instances where PFI did not clearly document the rationale for the method of procurement, selection of contract type, contractor selection or rejection, and the basis for the contract price. Furthermore, there were instances where review and approval over procurement was evidenced but the reviewer was not included in PFI’s procurement policy list of authorized approvers. Cause: PFI’s procurement policy was out of date and had not been updated to align with the current version of the Uniform Guidance. Effect or Potential Effect: An outdated procurement policy increases the risk of noncompliance with Federal requirements, improper procurement practices, and potential disallowance of costs charged to Federal awards. Questioned Costs: $31,120 of known questioned costs were identified for 2 procurements under ALN 81.113. $15,000 of known questioned costs were identified for ALN 19.901 along with $806 of likely questioned costs based on projecting the known questioned costs to the remaining population of procurement transactions. Context: 2 of 2 samples selected for testing under ALN 81.113 and 1 out of 3 samples selected for testing under 19.901 did not have adequate documentation for the rationale related to the method of procurement, selection of contract type, contractor selection or rejection, and the basis for the contract price. For 2 out of 2 samples under ALN 81.113 and 2 out of 3 samples under ALN 19.901, PFI had evidence of review and approval, but the reviewer was not on PFI’s authorized list included in its procurement policy. The samples are representative of the populations. Repeat Finding: Not applicable. Recommendation: We recommend that PFI revise its procurement policy to fully comply with the requirements in the latest version of the Uniform Guidance. In particular, the revised policy should include a micropurchase threshold, an accurate simplified acquisition threshold, and update the authorized list of reviewers for procurement transactions.

Corrective Action Plan

Finding: Material weakness in internal control over procurement policies Questioned costs: ALN 81:113 ($31,120) ALN 19.901 ($15,000) Corrective action: While PFI accepts the finding and the rationale for identifying questioned costs based on Uniformed Guidance (UG) requirements for documentation regarding competitive bidding and contract types, it believes there is adequate documentation to justify incurred costs. PFI will update its procurement policy guidelines to reflect current UG requirements to include acquisition thresholds and competitive bidding procedures. Completion Date: February 1, 2026 Responsible Individual: Executive Director

Categories

Procurement, Suspension & Debarment

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
  • 1167121 2024-006
    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