Finding 1176853 (2024-001)

Material Weakness Repeat Finding
Requirement
L
Questioned Costs
-
Year
2024
Accepted
2026-03-06
Audit: 390700
Organization: City of Stamford (TX)

AI Summary

  • Core Issue: The City has not completed reconciliations for key balance sheet accounts, leading to significant audit adjustments and missing or incomplete invoices.
  • Impacted Requirements: Federal regulations and internal policies mandate that all expenses must be supported by original invoices and proper documentation for accurate financial reporting.
  • Recommended Follow-Up: Finance staff should regularly reconcile all balance sheet accounts and ensure all invoices are retained and reviewed before payment, with enhanced training and supervision implemented.

Finding Text

Criteria: Management is responsible for establishing and maintaining effective internal controls over financial reporting. Federal regulations and the City’s internal policies require that all expenses be supported by original invoices and adequate documentation to ensure transactions are recorded accurately, timely, and in the proper reporting period, thereby providing reliable financial data Condition: The City has not performed complete reconciliations for key balance sheet accounts, including cash, accounts receivable, fixed assets, debt, deferred revenues, other accrued liabilities, and net position, resulting in material audit adjustments. In addition, we identified instances where invoices and supporting documentation for certain expenses were missing or incomplete. Automatic payments and deposits were not recorded, and other entries required reclassification to correct the balances. Effect: The absence of regular and thorough reconciliations, as well as missing invoices and supporting documentation, increases the risk of misstatements, undetected errors, and misleading financial information that could impair management’s decision-making. Cause: There was a lack of staff training and a failure to prioritize financial reporting, reconciliations of critical balance sheet accounts, and the retention of supporting documentation for expense transactions. Recommendation: We recommend that finance personnel reconcile all balance sheet accounts for accuracy and maintain supporting documentation for all expenses. Procedures should be implemented to ensure that all invoices and supporting documents are retained and reviewed prior to payment and that all balance sheet accounts are reconciled to the general ledger on a timely basis Views of responsible official and planned corrective actions: The City has implemented additional procedures to ensure all balance sheet accounts are being reconciled in a timely basis. Additional training and supervision will be provided to the appropriate personnel. The City will also strengthen its documentation retention policies to ensure all expenses are properly supported.

Corrective Action Plan

In reference to the audit finding 2024-001, which refers to internal controls over financial reporting. The city is in the process of training city employees how to reconcile balance sheets on a quarterly basis . Bank reconciliation will be performed regularly; the city will utilize a third-part consultant to review these reconciliations. Training is being conducted by the third-party consultant and by the City Manager. The City will also strengthen its documentation retention policies to ensure all expenses are properly supported.

Categories

Reporting Internal Control / Segregation of Duties

Other Findings in this Audit

  • 1176854 2024-002
    Material Weakness Repeat
  • 1176855 2024-003
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
66.468 DRINKING WATER STATE REVOLVING FUND $867,623
21.027 CORONAVIRUS STATE AND LOCAL FISCAL RECOVERY FUNDS $209,909
97.036 DISASTER GRANTS - PUBLIC ASSISTANCE (PRESIDENTIALLY DECLARED DISASTERS) $85,849
14.228 COMMUNITY DEVELOPMENT BLOCK GRANTS/STATE'S PROGRAM AND NON-ENTITLEMENT GRANTS IN HAWAII $56,550