Finding 1187285 (2025-002)

Material Weakness Repeat Finding
Requirement
C
Questioned Costs
-
Year
2025
Accepted
2026-03-26
Audit: 394918
Organization: University of La Verne (CA)

AI Summary

  • Core Issue: The University improperly retained excess cash from federal funds, failing to disburse $10,662,472 to students within the required timeframe.
  • Impacted Requirements: This finding violates 34 CFR 668.166 (a), which mandates disbursement within three business days and limits excess cash retention to one percent for seven days.
  • Recommended Follow-Up: Management should ensure compliance by processing any excess advance drawdowns within the three-day requirement to avoid future noncompliance.

Finding Text

FINDING 2025-002 – Cash Management: Significant Deficiency in Internal Control over Compliance and Instance of Noncompliance (See table in "Schedule of Findings and Questioned Costs". Criteria –34 CFR 668.166 (a), Excess Cash: a) General. The Secretary considers excess cash to be any amount of title IV, HEA program funds, other than Federal Perkins Loan program funds, that an institution does not disburse to students by the end of the third business day following the date the institution— 1. Received those funds from the Secretary; or 2. Deposited or transferred to its depository account previously disbursed title IV, HEA program funds, such as those resulting from award adjustments, recoveries, or cancellations. The Department of Education allows an institution to retain, for up to seven days, excess cash that does not exceed one percent of the total amount of funds drawn by the institution in the prior award year. The institution must return to the Department of education any excess cash over the tolerable amount (one percent) and any amount remaining after the tolerance period (seven days). Questioned costs would be those in excess of the one percent threshold. Condition/Context – The University made 48 draws for various student financial assistance cluster programs. We selected a sample of 7 and believe this to be a representative sample; however, it was not a statistical sample. Effect – We noted one instance in which the University made an advance drawdown of $10,662,472 that was not disbursed to students until 18 days after receiving the cash drawdown. This drawdown exceeded 1% of total drawdowns from funding in the prior fiscal year and was retained for more than the tolerance period described in the criteria above. We noted the University calculated interest on the days outstanding and applied the interest to the program. Cause – The excess drawdown occurred due to a conservative approach taken by the University to ensure sufficient funds were available to cover anticipated February 2025 disbursements, which resulted in an advance drawdown being requested in January 2025 prior to the related disbursements. Questioned Costs – Advance drawdowns totaling $9,872,238 exceeded one percent of prior-year drawdowns that were held beyond the seven day tolerance period before disbursement to students. Repeat Finding – Not a repeat finding. Recommendation – We recommend that the University’s management continue to adhere to its established internal control procedures requiring that any excess advance drawdowns be processed within three business days. Views of Responsible Officials and Planned Corrective Actions – Management agrees with the finding. See the corrective action plan for further detail.

Corrective Action Plan

FINDING 2025-002 – Special Tests and Provisions – Cash Management: Significant Deficiency in Internal Control over Compliance (See table in "Management's Corrective Action Plan"). Condition/Context – The University made 48 draws for various student financial assistance cluster programs. Auditors selected a sample of 7 and believe this to be a representative sample; however, it was not a statistical sample; Corrective Action Plan: This was done due to the perceived understanding that the new Federal Administration indicated that all grants were at risk of being cancelled and that the G5 website would go dark. Due to the unique nature of the Federal Administration’s perceived announcement, the University would not handle this in the same manner, in the future. If for some reason they were to cancel any future grants, the University would endure the cancellation and close out the grant in the usual process, which is by reimbursement only. Name of Contact Person: Lori Gordien Case, Associate Vice President of Finance and Controller at lgordien@laverne.edu Projected Completion Date: This was corrected as of March 31, 2025.

Categories

Cash Management Student Financial Aid

Other Findings in this Audit

  • 1187272 2025-001
    Material Weakness Repeat
  • 1187273 2025-002
    Material Weakness Repeat
  • 1187274 2025-003
    Material Weakness Repeat
  • 1187275 2025-001
    Material Weakness Repeat
  • 1187276 2025-002
    Material Weakness Repeat
  • 1187277 2025-003
    Material Weakness Repeat
  • 1187278 2025-001
    Material Weakness Repeat
  • 1187279 2025-002
    Material Weakness Repeat
  • 1187280 2025-003
    Material Weakness Repeat
  • 1187281 2025-001
    Material Weakness Repeat
  • 1187282 2025-002
    Material Weakness Repeat
  • 1187283 2025-003
    Material Weakness Repeat
  • 1187284 2025-001
    Material Weakness Repeat
  • 1187286 2025-003
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
84.268 FEDERAL DIRECT STUDENT LOANS $62.93M
84.063 FEDERAL PELL GRANT PROGRAM $10.26M
84.031 Science, Technology, Engineering, or Mathematics and Articulation Programs - Title III $1.05M
84.033 FEDERAL WORK-STUDY PROGRAM $925,070
84.007 FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS $672,930
84.116 Improvement of Postsecondary Education $657,693
84.031 Developing Hispanic Serving institutions program - Title V $612,844
84.038 FEDERAL PERKINS LOAN $356,075
59.037 SMALL BUSINESS DEVELOPMENT CENTERS $222,972
47.049 Mathematical and Physical Sciences $97,367
16.525 Office on Violence Against Women $90,101