Finding 1174961 (2025-001)

Material Weakness Repeat Finding
Requirement
C
Questioned Costs
-
Year
2025
Accepted
2026-02-23
Audit: 388560
Auditor: UHY LLP

AI Summary

  • Core Issue: 13 out of 40 Microloan payments were transferred to the MRF account beyond the required 10 working days.
  • Impacted Requirements: Compliance with the Microloan Program's SOP, specifically the timely transfer of funds to the MRF.
  • Recommended Follow-Up: Review and enhance monitoring procedures to ensure all future transfers meet the 10 working day requirement.

Finding Text

Federal Agency: U.S. Small Business Administration Federal Program: Microloan Program (59.046) Federal Award Numbers: Federal Award Years: Reference: 2025-001 Criteria Microloan Program Standard Operating Procedures Manual (SOP 52 00 B), effective July 1, 2018, section 3.D.4 Microloan Revolving Fund (MRF) states all SBA Microloan payments must be transferred from the operating account to the MRF within two weeks (10 working days) of receipt or by the end of the quarter, whichever occurs first. Condition During the year ended September 30, 2025, we selected 40 SBA Microloan payments and traced the flow of funds from receipt of payment to the date of transfer into the MRF account. Of the 40 SBA Microloan payments, 13 were transferred beyond the 10 working day threshold. Cause Monitoring procedures implemented by the Company to monitor compliance with the Microloan Program requirements did not include a review of the MRF account to ensure funds are transferred in accordance with the 10 working day requirement. Possible Asserted Effect Without established monitoring procedures over the 10 working day requirement for transfers, non-compliance may continue. Questioned Costs Cannot be determined. Statistical Sampling The sample was not intended to be, and was not, a statistically valid sample. Repeat Finding Yes. The finding is a repeat of finding 2024-001. Recommendation We recommend that the Company review its monitoring procedures to ensure that funds are transferred to the MRF account within 10 working days in accordance with program requirements. Views of Responsible Individuals We acknowledge the auditor’s comments and can confirm that the following corrective action has been implemented as of December 2024: Management has revised the process for identifying, segregating, and transferring Microloan repayments from a monthly process to a weekly process. This change will ensure Microloan repayments received by our operating account are transferred to the appropriate MRF accounts within 10 working days. By changing the frequency of this task, we will enhance our compliance with Microloan requirements and more effectively manage Microloan program funds.

Corrective Action Plan

We acknowledge the auditor’s comments and can confirm that the following corrective action has been implemented as of December 2024: Management has revised the process for identifying, segregating, and transferring Microloan repayments from a monthly process to a weekly process. This change will ensure Microloan repayments received by our operating account are transferred to the appropriate MRF accounts within 10 working days. By changing the frequency of this task, we will enhance our compliance with Microloan requirements and more effectively manage Microloan program funds.

Categories

Subrecipient Monitoring Matching / Level of Effort / Earmarking

Programs in Audit

ALN Program Name Expenditures
59.046 MICROLOAN PROGRAM $1.25M
21.033 COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS FUND EQUITABLE RECOVERY PROGRAM (CDFI ERP) $857,800
21.020 COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS PROGRAM $437,879