Finding 1169110 (2025-006)

Material Weakness Repeat Finding
Requirement
I
Questioned Costs
-
Year
2025
Accepted
2026-01-15

AI Summary

  • Core Issue: The District is not consistently following procurement policies, particularly for small purchases, leading to inadequate documentation of price quotes.
  • Impacted Requirements: Non-compliance with 2 CFR 200.320 and 2 CFR 200.214 regarding procurement methods and vendor verification.
  • Recommended Follow-Up: Review and update procurement policies and procedures to ensure compliance and proper documentation practices are in place.

Finding Text

2025-006 Procurement, Suspension & Debarment – Special Education Cluster (IDEA) Federal Agency: U.S. Department of Education Federal Program Name: Special Education Cluster (IDEA) Assistance Listing Number: 84.027, 84.173 Pass-Through Agency: Wisconsin Department of Instruction Pass Through Numbers: 2025-445138-DPI-ES3-342, 2025-445138-DPI-FLOW-341, 2025-445138-DPI-PRESCH-347 Award Period: July 1, 2024 – June 30, 2025 Type of Finding: Material Weakness in Internal control over Compliance, Material noncompliance (Qualified Opinion) Criteria or specific requirement: 2 CFR 200.320 Methods of Procurement state that if the small purchases method is used, price or rate quotations must be obtained from an adequate number of qualified sources (at least 2). Requests for proposals must be publicized and identify all evaluation factors and their relative importance. Proposals must be solicited from an adequate number of qualified offerors. Any response to publicized requests for proposals must be considered to the maximum extent practical. Additionally 2 CFR 200.214 requires non-Federal entities to follow suspension and debarment regulations outlined in 2 CFR part 180. When a non-Federal entity enters into a covered transactions with an entity at a lower tier, the non-Federal entity must verify that the entity, as described in 2 CFR section 180.995 and agency adopting regulations, is not suspended or debarred or otherwise excluded from participating in the transaction. Condition: During our testing of procurement transactions of the program, we noted that the District was not consistently following the procurement policy, specifically related to small purchases threshold. These purchases were not supported by an adequate number of quotes (at least two) or proposals to ensure the District is prudent with the monies used towards the program. Additionally, we noted the District does not have procedures in place for verifying that vendors are not debarred, suspended or otherwise excluded. Questioned Costs: None Section III – Findings and Questioned Costs – Major Federal and State Programs (Continued) Context: During our testing of procurement transactions of the program, we noted the District was not consistently following the procurement policy, specifically related to small purchases threshold. In our sample of 3 vendors subject to procurement requirements, we noted the District did not obtain and/or retain documentation for an adequate number of price quotes for two vendors. In our testing of suspension and debarment, we noted that the District did not retain documentation related to suspension and debarment for all four vendors that were selected for testing. Cause: The District did not follow their Federal Funds Procurement policy related to the appropriate methods of procurement. Effect: Obtaining price quotes or proposals from an adequate number of vendors allows the District to use federal funds in the most fiscally responsible way. The lack of quotes and proposals may cause the District to over pay for supplies or services. Additionally, the District could contract with a vendor that has been suspended or debarred from receiving Federal funds. Repeat Finding: No Recommendation: We recommend the District review their policies and procedures related to Uniform Guidance and the District's Purchasing Policy. We also recommend the District evaluate current procedures and controls to ensure that policies are consistently followed and properly documented in accordance with District policies. Views of Responsible Officials: There is no disagreement with the finding.

Corrective Action Plan

2025-006 Procurement, Suspension & Debarment – Special Education Cluster (IDEA) Recommendation: Our auditors recommend the District review their policies and procedures related to Uniform Guidance and the District's Purchasing Policy. Our auditors also recommends the District evaluate current procedures and controls to ensure that policies are consistently followed and properly documented in accordance with District policies. Explanation of disagreement with audit finding: There is no disagreement with the audit finding. Action planned/taken in response to finding: In response to audit findings regarding procurement, suspension, and debarment practices within the Special Education Cluster (IDEA), the District has initiated and is implementing a comprehensive enhancement of policies and procedures to ensure full compliance with Uniform Guidance (2 CFR Part 200) and the District's Purchasing Policy. We are conducting thorough evaluation of all procurement procedures specific to IDEA-funded purchases and have developed enhanced documentation protocols ensuring all procurement transactions are properly documented and maintained in accordance with federal and district requirements. Recent procurements reflect significantly improved documentation practices. We have created standardized procurement checklists and templates to promote consistency across all IDEA-related purchases, and staff now utilize these tools routinely. Regarding suspension and debarment verification, we have established a formal verification process requiring designated staff to check the System for Award Management (SAM.gov) database prior to executing contracts or purchase orders with vendors using IDEA funds, and compliance is now being consistently achieved. Documentation of these verification checks is maintained in procurement files as evidence of compliance. We have implemented training for all staff involved in IDEA procurement, and staff report increased awareness and confidence in performing these checks. Additionally, we have designated the Director of Business Services and Special Education Director as dual reviewers for all IDEA procurement transactions exceeding established thresholds, creating additional oversight that has already prevented potential compliance issues. Regular quarterly internal audits are being conducted, and initial audits indicate substantial improvement in both procurement documentation and suspension and debarment verification practices. These measures are strengthening our procurement framework for the Special Education Cluster and ensuring consistent compliance with federal regulations. Name of the contact person responsible for correction action: Lavesa Glover-Verhagen Planned completion date for corrective action: June 30, 2026

Categories

Procurement, Suspension & Debarment

Other Findings in this Audit

  • 1169099 2025-004
    Material Weakness Repeat
  • 1169100 2025-004
    Material Weakness Repeat
  • 1169101 2025-004
    Material Weakness Repeat
  • 1169102 2025-004
    Material Weakness Repeat
  • 1169103 2025-005
    Material Weakness Repeat
  • 1169104 2025-005
    Material Weakness Repeat
  • 1169105 2025-005
    Material Weakness Repeat
  • 1169106 2025-005
    Material Weakness Repeat
  • 1169107 2025-006
    Material Weakness Repeat
  • 1169108 2025-006
    Material Weakness Repeat
  • 1169109 2025-006
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
84.027 SPECIAL EDUCATION GRANTS TO STATES $392,302
84.010 TITLE I GRANTS TO LOCAL EDUCATIONAL AGENCIES $355,098
84.041 IMPACT AID $330,975
93.778 MEDICAL ASSISTANCE PROGRAM $317,095
10.553 SCHOOL BREAKFAST PROGRAM $114,927
10.555 NATIONAL SCHOOL LUNCH PROGRAM $89,813
84.060 INDIAN EDUCATION GRANTS TO LOCAL EDUCATIONAL AGENCIES $87,534
84.367 SUPPORTING EFFECTIVE INSTRUCTION STATE GRANTS (FORMERLY IMPROVING TEACHER QUALITY STATE GRANTS) $48,940
84.424 STUDENT SUPPORT AND ACADEMIC ENRICHMENT PROGRAM $40,078
84.173 SPECIAL EDUCATION PRESCHOOL GRANTS $18,946
84.048 CAREER AND TECHNICAL EDUCATION -- BASIC GRANTS TO STATES $8,257
84.184 SCHOOL SAFELY NATIONAL ACTIVITIES $4,889
10.556 SPECIAL MILK PROGRAM FOR CHILDREN $3,053
84.365 ENGLISH LANGUAGE ACQUISITION STATE GRANTS $1,959
84.425U EDUCATION STABILIZATION FUND $1,378
93.354 PUBLIC HEALTH EMERGENCY RESPONSE: COOPERATIVE AGREEMENT FOR EMERGENCY RESPONSE: PUBLIC HEALTH CRISIS RESPONSE $999