Finding 1176397 (2024-003)

Material Weakness Repeat Finding
Requirement
ABHM
Questioned Costs
-
Year
2024
Accepted
2026-03-04

AI Summary

  • Core Issue: The Agency failed to prepare the Schedule of Expenditures of Federal Awards (SEFA) correctly, missing the requirement due to lack of awareness about federal funding thresholds.
  • Impacted Requirements: Noncompliance with 2 CFR 200.510(b) could lead to incomplete Single Audit testing and potential questioned costs, affecting the Agency's compliance status.
  • Recommended Follow-Up: Management should create detailed procedures for SEFA preparation, including identifying all federal awards, reconciling records, and implementing a secondary review process.

Finding Text

Improper Preparation of the Schedule of Expenditures of Federal Awards Condition: The Agency did not properly prepare the Schedule of Expenditures of Federal Awards ("SEFA") as required by 2 CFR 200.510(b). The Agency did not initially prepare a SEFA as it was unaware that it had expended $750,000 in federal awards, thereby triggering the requirement for a Single Audit. The Chief Financial Officer was unaware of which grants qualified as Federal awards, especially those passed through the State or County. The Chief Financial Officer was also unaware of how to prepare a SEFA once the federal awards had been determined. Criteria: Under 2 CFR 200.510(b), an auditee that expends the federal award threshold in a fiscal year must prepare a SEFA for the period covered by its financial statements, including each federal program's assistance listing number, federal agency, pass-through entity, if applicable, and total federal expenditures by program. The SEFA is required supplementary information used as the basis for planning and conducting the Single Audit, including the determination of major programs. Cause: The condition resulted from insufficient knowledge and training of accounting staff and management regarding SEFA requirements and the Single Audit process. Management had not established detailed procedures, including reconciliation of the SEFA to the general ledger and grant records, or a formal review process to ensure that all required elements and programs were included and properly presented. Effect: Because the SEFA was not initially completed, there was a risk that one or more federal programs would not be selected and tested as part of the Single Audit, potentially resulting in noncompliance with Uniform Guidance audit requirements. Inaccurate reporting of federal expenditures can affect the determination of major programs, potentially lead to questioned costs, and may cause federal agencies to or pass-through entities to view the auditee as noncompliant with Single Audit reporting requirements. The ARPA grant under Assistance Listing Number 21.027 (Coronavirus State and Local Fiscal Recovery Funds) was identified as the major program for testing. However, we later discovered an additional county-funded grant under the same Assistance Listing number that had not previously been communicated. This omission resulted in an initial testing sample from an incomplete population requiring additional procedures to correct the impact on the Single Audit. Questioned Cost: None noted as a result of audit procedures performed. Recommendation: Management should develop and implement written procedures for preparing the SEFA that: • Identify all active federal awards and related pass-through awards from grant agreements and award notices. • Reconcile SEFA amounts to the general ledger and the grant reporting records. • Ensure that required elements (federal agency, Assistance Listing number, pass-through entity, and total expenditures) are accurately presented for each program. • Provide for a secondary review by someone knowledgeable about federal grant requirements and Single Audit rules prior to finalizing the SEFA. Management Response: We agree with the findings in the audit report and have developed a Corrective Action Plan to address each item promptly. This has been a challenging year for the organization, including turnover in the Chief Financial Officer ("CFO") position and the fact that this was our first Single Audit due to increased federal funding related to COVID-19 programs. These factors contributed to delays in audit readiness, gaps in technical accounting for grants, and weaknesses in internal controls over financial reporting and federal award reporting. We have implemented a comprehensive plan to address these challenges and will be hiring a new CFO in the first quarter of 2026.

Corrective Action Plan

2024-003: Improper Preparation of the Schedule of Expenditures of Federal Awards Federal Program: All federal programs Planned Corrective Action Description of Corrective Action: 1. Accounting Staff and Accounting Management will be trained in Federal Grant Requirements for Single Audit and will specifically become expert in SEFA preparation. 2. Accounting Policy Manual for Federal Government Grant Practice and Internal Controls will be reviewed and updated. New Federal Rules have Single Audit required if $1 million dollar threshold is met vs $750,000 threshold previously required. 3. Accounting Staff and Accounting Management should create a Single Audit checklist for use all year to ensure compliance with Federal Single Audit guidelines and the checklist should be reviewed and signed off by the CFO by the last day of each calendar quarter. 4. Accounting Staff/Management should create a SEFA Grant Tracking Schedule, as a subset of the aforementioned, Grant and Contribution Tracking Schedule, which will list detail information about any grant that has Federal Funds as a basis. a. This SEFA tracking schedule should list the following at a minimum: The Granting/Passthrough Agency, The Federal Agency providing the Funds, the CFDA/Assistance Listing number, The Amounts Received, Amounts Expended, The Amounts passed through to sub-recipients 5. The SEFA schedule total for any month end should be validated and agreed to the General Ledger and any differences should be noted and corrected by the 15th workday. 6. Accounting Staff/Management should review the annual OMB Compliance supplement to become aware of any changes to Single Audit rules. 7. CFO or CEO in lieu of CFO, should have an semi-annual meeting with the Auditor in May and November, to discuss BBBSMA status for Single Audit opportunities, BBBSMA Single audit tracking, and internal control recommendations , Auditors expectations and guidance, as an example, for the current year. This meeting should be documented. 8. Sub-recipient monitoring should be formalized so it is done at least once per year and the results documented in a consistent directory. Overall Completion Target Date: [06/30/2026] How Effectiveness Will Be Monitored: 1. To ensure accounting staff is trained on SEFA and Single Audit, the CEO will request that each accountant will send an email to the CEO explaining their training experience by June 20, 2026. 2. Accounting Policy Manual for Federal Government Grant Practice and Internal Controls will be reviewed and updated by June 30, 2026 and will be presented to the BBBSMA Finance Committee. 3. SEFA checklist will be signed off by CFO quarterly. 4. The May/November meeting results with the Auditor for Single Audit and SEFA preparation should be documented to the Finance Committee by the end of those months. 5. Sub-recipient monitoring should be formalized so it is done at least once per year and the results documented in a consistent directory. Responsible Person: CFO/VP Finance and CEO in lieu of CFO

Categories

Reporting

Other Findings in this Audit

  • 1176398 2024-004
    Material Weakness Repeat
  • 1176399 2024-005
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
84.215K Mentoring in Title I Middle Schools: Igniting Student Achievement $166,667
16.726 JUVENILE MENTORING PROGRAM $160,000
21.027 CORONAVIRUS STATE AND LOCAL FISCAL RECOVERY FUNDS $50,000