Finding 1170485 (2025-002)

Material Weakness Repeat Finding
Requirement
N
Questioned Costs
-
Year
2025
Accepted
2026-01-25
Audit: 383697
Organization: Universidad Carlos Albizu, Inc. (PR)
Auditor: GALINDEZ LLC

AI Summary

  • Core Issue: The University failed to return Title IV funds within the required 45-day period for one student, indicating a significant deficiency in internal controls.
  • Impacted Requirements: Compliance with 34 CFR § 668.22(j) regarding timely returns of Title IV funds, which can lead to financial liabilities and penalties.
  • Recommended Follow-Up: Implement better monitoring controls in the financial aid system and train staff to ensure timely processing of returns to prevent future compliance issues.

Finding Text

Federal Program ALN 84.063 Federal Pell Grant Program Name of Federal Agency U.S. Department of Education Category Other matters – N. Special test Return of Title IV Funds Significant deficiency of internal controls over compliance Criteria Under 34 CFR § 668.22(j), An institution must return the amount of Title IV funds for which it is responsible under paragraph (g) as soon as possible but no later than 45 days after the date of the institution's determination that the student withdrew. Finding No. 2025-002 Timely Return on Title IV Funds – (continued) Condition found In testing compliance with the return of Title IV funds requirement, we noted one (1) case, or three percent (3%), of the sample selected which included students that received Pell and Direct loans, in which the University failed to return the total corresponding refund within 45 days from the date the University determined that the student withdrew, dropped-out, or failed to attend to the University, as follows: Finding Number Related Audit Compliance Requirement Student Identifier OPEID Pell Disbursed ($) Pell Underpayment ($) Pell Overpayment ($) Direct Loan Disbursed ($) Direct Loan Underpayment ($) Direct Loan Overpayment ($) 2025-002 Special Tests - Timely Return of Title IV Funds Student 1 1072401 $ 396 $ - $ - $ - $ - $ - Cause The late return occurred because the Student Financial Assistance (SFA) office completed the Return of Title IV funds (R2T4) calculation on time, but the withdrawal status was not properly updated in the student information system (Ellucian/ISIS module). The discrepancy arose when the system did not flag the withdrawal as valid due to a course remaining active. This omission prevented the system from generating the cancellation payroll needed to complete the return within the 45-day timeframe. The cause reflects a systemic control gap in reconciling manual withdrawal processing with automated system updates. Effect Failure to return unearned Title IV funds within the required 45-day timeframe can result in potential financial liabilities for the institution, non-compliance penalties, and a negative impact on the institution's participation in federal financial aid programs. Questioned cost None. The funds were returned. Finding No. 2025-002 Timely Return on Title IV Funds – (continued) Context We selected a sample of forty (40) students who withdrew or had a mix of F and withdrew, and noted one (1) sample whose return was not timely reimbursed. The total amount of funds returned late was $396 out of a total of $12,250. Identification of a repeat finding This is a repeat finding from the immediate previous audit, Finding No. 2024-003. Recommendation We recommend that the institution implement enhanced monitoring controls within the financial aid system to ensure that all return of Title IV funds calculations trigger the necessary flags to prompt timely returns of unearned Title IV funds. Additionally, staff should be trained in monitoring these processes to prevent further delays in compliance with federal regulations. The institution should address the deficiencies noted and review all return of Tittle IV funds processes to avoid recurrence and to ensure compliance. Views of responsible officials and planned corrective actions The University’s management agrees with this finding. Please refer to the corrective action plan on pages 53-54.

Corrective Action Plan

Institutional Response The institution concurs with the auditor’s findings and affirms that this was an isolated occurrence. Due to an administrative error, the affected student enrollment reflected a combination of graduate and undergraduate courses. While the withdrawal process was fully executed for the undergraduate courses, the graduate course remained active in the student information system, preventing the transaction from being recorded as a complete withdrawal. As part of the institution’s internal control and monitoring procedures, the discrepancy was detected and promptly corrected. A Return of Title IV (R2T4) calculation was performed in accordance with federal regulations. The institution remains committed to continuous improvement and regulatory compliance. Additional staff training and process reviews have been implemented to strengthen internal controls and prevent similar occurrences in the future. Corrective Action Plan To strengthen compliance and prevent recurrence, the Miami campus has implemented the Degree Audit functionality in Ellucian Colleague. This enhancement ensures that all course enrollments, term dates, and institutional charges are accurately reflected in the system, allowing the R2T4 process to operate with complete and consistent data. The R2T4 reports are already in place, and staff training, along with improved communication among Student Services and Finance offices, will reinforce timely and accurate processing. Implementation of the Degree Audit at the San Juan campus will follow the completion of a curricular change currently under development by the Academic Department. In the meantime, the San Juan campus continues to apply stricter procedures, such as requiring program director authorization before students enroll in courses outside their academic program. Anticipated completion date Immediately Name(s) of the Contact Person(s) Responsible for the Corrective Action Plan Mrs. Ileana Santiago, Controller Dr. Antonio Llorens, CIO

Categories

Student Financial Aid

Other Findings in this Audit

  • 1170484 2025-001
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
84.268 FEDERAL DIRECT STUDENT LOANS $47.40M
84.063 FEDERAL PELL GRANT PROGRAM $7.34M
93.556 MARYLEE ALLEN PROMOTING SAFE AND STABLE FAMILIES PROGRAM $1.94M
84.031 HIGHER EDUCATION INSTITUTIONAL AID $1.08M
84.184 SCHOOL SAFELY NATIONAL ACTIVITIES $967,451
93.191 GRADUATE PSYCHOLOGY EDUCATION $654,564
93.925 SCHOLARSHIPS FOR HEALTH PROFESSIONS STUDENTS FROM DISADVANTAGED BACKGROUNDS $650,000
84.033 FEDERAL WORK-STUDY PROGRAM $632,660
84.007 FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS $271,949
84.116 FUND FOR THE IMPROVEMENT OF POSTSECONDARY EDUCATION $244,212