Finding 1168773 (2024-002)

Material Weakness Repeat Finding
Requirement
C
Questioned Costs
-
Year
2024
Accepted
2026-01-12
Audit: 380884
Organization: The Ocean Foundation (DC)
Auditor: APRIO LLP

AI Summary

  • Core Issue: The Foundation lacks formal written procedures for managing Federal cash advances, leading to delays in disbursement and noncompliance with regulations.
  • Impacted Requirements: Federal regulations require timely disbursement of funds, use of interest-bearing accounts, and proper review of reimbursement requests.
  • Recommended Follow-Up: Develop written cash-management procedures, ensure timely fund disbursement, maintain funds in interest-bearing accounts, and establish a review process for reimbursement requests.

Finding Text

Finding 2024-002: Reportable finding considered a material weakness - Cash Management Program Name: Environmental and Scientific Partnerships and Programs Assistance Listing: 19.017 Federal Awarding Agency: US Department of State Federal Award Number: SAQMIP22CA0082 Pass-through Entity: N/A - Direct Award Pass-through Entity Award Number: N/A Criteria: Federal regulations under 2 CFR §200.305 require recipients of Federal awards to maintain written procedures that minimize the time between the receipt and disbursement of Federal funds, to deposit advance payments in interest-bearing accounts when applicable, and to remit interest earned in excess of $500 annually to the Federal government. Entities are also required to have adequate internal controls to ensure that drawdown and reimbursement requests are properly reviewed, approved, and supported by allowable expenditures. Condition: Two instances were identified in which advance funds were not disbursed within a reasonable period after receipt. In both cases, the funds were not maintained in an interest-bearing account. Additionally, reimbursement requests lacked secondary approval and were not supported by detailed underlying expenditures at the time of submission. Cause: The Foundation had not established formal written procedures for managing Federal cash advances. The absence of defined processes and review controls contributed to delays in disbursement, lack of supporting documentation, and noncompliance with the interest-bearing account requirements. Effect: The absence of formal written procedures and consistent oversight increases the risk that Federal cash-management requirements may not be fully met. Without clear guidance and monitoring, the organization may be unable to demonstrate that advances are disbursed timely, maintained appropriately, and supported by sufficient documentation. This condition reflects a deficiency in internal control over compliance rather than a material impact on the financial statements or program expenditures. Repeat Finding: This is not a repeat finding. Questioned Costs: $592.97, representing the estimated interest that should have been remitted to the Federal agency. Perspective: While the transactions noted represent a limited portion of total Federal expenditures tested, the frequency and nature of the exceptions indicate that the issue is systemic rather than isolated. Although the related dollar amounts are not significant in the context of overall Federal program expenditures, the underlying control weaknesses increase the risk of future noncompliance if not addressed. Recommendation: - It is recommended that the Foundation: 1. Develop and implement written cash-management procedures that comply with Federal regulations. 2. Ensure that advance funds are disbursed timely and only as needed to meet immediate program cash requirements. 3. Maintain advance funds in interest-bearing accounts unless an exemption applies. 4. Establish a formal review and approval process for drawdown and reimbursement requests, supported by detailed documentation. 5. Remit any interest earned in excess of $500 annually to the appropriate Federal payment system. Management's response and corrective action plan (unaudited): See corrective action plan.

Corrective Action Plan

Corrective Action Plan – Section III: Cash Management Condition: Two instances were identified where advance funds were not disbursed within a reasonable period after receipt, and reimbursement requests lacked secondary approval and supporting documentation. Cause: This particular award was an exception because the funder requested that The Ocean Foundation draw the remaining balance of funds as the project was closing. Additionally, disbursement of large grant amounts was delayed due to a temporary reduction in staff. Effect: Delays in disbursement and lack of documentation increased the risk of noncompliance with Federal cash-management requirements. Corrective Action: • Implement a strict process for drawing funds beginning in FY26, including: o Written cash-management procedures compliant with 2 CFR §200.305. o Maintaining detailed reporting to support amounts drawn. o Timely program and project notifications for all drawdowns. • Establish a formal review and approval process for reimbursement requests. • Ensure advance funds are maintained in interest-bearing accounts when applicable. Timeline: • Written procedures and process implementation: FY26 • Staff training and monitoring: Ongoing Person Responsible: Jennifer Stahl, Finance Lead

Categories

Cash Management Subrecipient Monitoring

Programs in Audit

ALN Program Name Expenditures
11.473 OFFICE FOR COASTAL MANAGEMENT $481,871
11.017 OCEAN ACIDIFICATION PROGRAM (OAP) $375,205
11.472 UNALLIED SCIENCE PROGRAM $353,912
11.469 CONGRESSIONALLY IDENTIFIED AWARDS AND PROJECTS $282,531
19.017 ENVIRONMENTAL AND SCIENTIFIC PARTNERSHIPS AND PROGRAMS $266,694
11.463 HABITAT CONSERVATION $111,948
15.657 ENDANGERED SPECIES RECOVERY IMPLEMENTATION $66,546
11.431 CLIMATE AND ATMOSPHERIC RESEARCH $61,096
15.663 NFWF-USFWS CONSERVATION PARTNERSHIP $52,153
11.454 UNALLIED MANAGEMENT PROJECTS $40,595
19.040 PUBLIC DIPLOMACY PROGRAMS $39,302
11.999 MARINE DEBRIS PROGRAM $34,758
15.875 ECONOMIC, SOCIAL, AND POLITICAL DEVELOPMENT OF THE TERRITORIES $33,600
15.645 MARINE TURTLE CONSERVATION FUND $27,253
11.015 BROAD AGENCY ANNOUNCEMENT $12,152
15.664 FISH AND WILDLIFE COORDINATION AND ASSISTANCE $5,000
10.664 COOPERATIVE FORESTRY ASSISTANCE $839
15.654 NATIONAL WILDLIFE REFUGE SYSTEM ENHANCEMENTS $839
15.655 MIGRATORY BIRD MONITORING, ASSESSMENT AND CONSERVATION $839
66.462 NATIONAL WETLAND PROGRAM DEVELOPMENT GRANTS AND FIVE-STAR RESTORATION TRAINING GRANT $839