Finding 1187405 (2025-001)

Material Weakness Repeat Finding
Requirement
F
Questioned Costs
-
Year
2025
Accepted
2026-03-26
Audit: 394931
Organization: National Jewish Health (CO)

AI Summary

  • Core Issue: Five federally funded assets were disposed of but still listed in the records, indicating poor asset tracking.
  • Impacted Requirements: The Organization failed to comply with Uniform Guidance for equipment management, including inventory checks and accurate record-keeping.
  • Recommended Follow-Up: Update the fixed asset monitoring policy to align with Uniform Guidance, including regular inventory checks and timely updates on asset disposals.

Finding Text

2025-001 Finding: Equipment Federal Program: Research and Development Cluster, Various Assistance Listing Numbers, Various Agencies, Award Year 2025 Criteria or Specific Requirement: Uniform Guidance (2 CFR 200.313(d)) requires non-federal entities to maintain effective control and accountability for all federally funded equipment, including procedures to ensure assets exist, are used for authorized purposes, and are properly disposed of when no longer needed. Uniform Guidance further contemplates periodic physical inventories of equipment and reconciliation to property records at least once every two years. Policies and procedures should address all federal awards, regardless of awarding agency. Condition: Out of a sample of 25 assets, five assets with acquisition dates between 1990 and 2016, had been disposed but not removed from the asset subledger. In addition, a full inventory of federally funded assets was not completed within a two year timeframe and key data was not reconciled. Our sampling methodology was not, and was not intended to be, statistically valid. Questioned Costs: $52,511.60 - Costs relate to multiple awards within the Research and Development Cluster. Cause: The Organization's fixed asset monitoring policy is primarily designed to comply with National Institute of Health requirements and has not been expanded to fully incorporate Uniform Guidance requirements applicable to all federal awards. Controls were not operating as designed to identify and remove assets from the subledger when disposed. Effect: As a result, the Organization’s fixed asset records were not fully accurate or complete for certain federally funded assets, increasing the risk that assets disposed of in prior years remain recorded in the subledger and that federally funded equipment is not consistently tracked in accordance with Uniform Guidance. Identification as a repeat finding: Not a repeat finding Recommendation: We recommend that the Organization expands and formalizes its fixed asset monitoring policy to fully align with Uniform Guidance requirements, including (1) Performing and documenting a physical inventory of federally funded equipment at least once every two years, with reconciliation to the fixed asset subledger. (2) Ensuring timely communication and documentation of asset disposals to Finance for record updates. Views of Responsible Officials: The Organization agrees with the finding. See separate auditee document for planned corrective action.

Corrective Action Plan

CORRECTIVE ACTION PLAN FISCAL YEAR OF FINDING: June 30, 2025 AUDITOR FINDING: 2025-001 – Research and Development Cluster Area: Equipment Uniform Guidance (2 CFR 200.313(d)) requires non-federal entities to maintain effective control and accountability for all federally funded equipment, including procedures to ensure assets exist, are used for authorized purposes, and are properly disposed of when no longer needed. Uniform Guidance further contemplates periodic physical inventories of equipment and reconciliation to property records at least once every two years. Policies and procedures should address all federal awards, regardless of awarding agency. Based on testing performed, assets had been disposed but not removed from the asset subledger. In addition, a full inventory of federally funded assets was not completed within a two year timeframe and key data was not reconciled. It is recommended that the fixed asset policy is expanded and formalizes alignment with Uniform Guidance requirements, including (1) Performing and documenting a physical inventory of federally funded equipment at least once every two years, with reconciliation to the fixed asset subledger. (2) Ensuring timely communication and documentation of asset disposals to Finance for record updates. CLIENT PLANNED ACTION: (1) Amend Capital Assets policy to align with Uniform Guidance including periodic physical inventories of equipment and reconciliation to property records at least once every two years. (2) Perform inventory and reconcile asset listing. (3) Develop training materials focusing on the policies and procedures around federal equipment management including period inventories, reconciliations and processing of disposal requests. (4) Provide training to grant and research department staff, administrators, and principal investigators in equipment compliance requirements. CLIENT RESPONSIBLE PARTIES: Carrie Kopsch, Manager of Research Administration Kelli Varney, Executive Director of Financial Reporting and Systems COMPLETION DATE: Action plan items (1) and (3) will be completed by June 30, 2026, and items (2) and (4) will be completed by June 30, 2027.

Categories

Equipment & Real Property Management

Other Findings in this Audit

  • 1187327 2025-001
    Material Weakness Repeat
  • 1187328 2025-001
    Material Weakness Repeat
  • 1187329 2025-001
    Material Weakness Repeat
  • 1187330 2025-001
    Material Weakness Repeat
  • 1187331 2025-001
    Material Weakness Repeat
  • 1187332 2025-001
    Material Weakness Repeat
  • 1187333 2025-001
    Material Weakness Repeat
  • 1187334 2025-001
    Material Weakness Repeat
  • 1187335 2025-001
    Material Weakness Repeat
  • 1187336 2025-001
    Material Weakness Repeat
  • 1187337 2025-001
    Material Weakness Repeat
  • 1187338 2025-001
    Material Weakness Repeat
  • 1187339 2025-001
    Material Weakness Repeat
  • 1187340 2025-001
    Material Weakness Repeat
  • 1187341 2025-001
    Material Weakness Repeat
  • 1187342 2025-001
    Material Weakness Repeat
  • 1187343 2025-001
    Material Weakness Repeat
  • 1187344 2025-001
    Material Weakness Repeat
  • 1187345 2025-001
    Material Weakness Repeat
  • 1187346 2025-001
    Material Weakness Repeat
  • 1187347 2025-001
    Material Weakness Repeat
  • 1187348 2025-001
    Material Weakness Repeat
  • 1187349 2025-001
    Material Weakness Repeat
  • 1187350 2025-001
    Material Weakness Repeat
  • 1187351 2025-001
    Material Weakness Repeat
  • 1187352 2025-001
    Material Weakness Repeat
  • 1187353 2025-001
    Material Weakness Repeat
  • 1187354 2025-001
    Material Weakness Repeat
  • 1187355 2025-001
    Material Weakness Repeat
  • 1187356 2025-001
    Material Weakness Repeat
  • 1187357 2025-001
    Material Weakness Repeat
  • 1187358 2025-001
    Material Weakness Repeat
  • 1187359 2025-001
    Material Weakness Repeat
  • 1187360 2025-001
    Material Weakness Repeat
  • 1187361 2025-001
    Material Weakness Repeat
  • 1187362 2025-001
    Material Weakness Repeat
  • 1187363 2025-001
    Material Weakness Repeat
  • 1187364 2025-001
    Material Weakness Repeat
  • 1187365 2025-001
    Material Weakness Repeat
  • 1187366 2025-001
    Material Weakness Repeat
  • 1187367 2025-001
    Material Weakness Repeat
  • 1187368 2025-001
    Material Weakness Repeat
  • 1187369 2025-001
    Material Weakness Repeat
  • 1187370 2025-001
    Material Weakness Repeat
  • 1187371 2025-001
    Material Weakness Repeat
  • 1187372 2025-001
    Material Weakness Repeat
  • 1187373 2025-001
    Material Weakness Repeat
  • 1187374 2025-001
    Material Weakness Repeat
  • 1187375 2025-001
    Material Weakness Repeat
  • 1187376 2025-001
    Material Weakness Repeat
  • 1187377 2025-001
    Material Weakness Repeat
  • 1187378 2025-001
    Material Weakness Repeat
  • 1187379 2025-001
    Material Weakness Repeat
  • 1187380 2025-001
    Material Weakness Repeat
  • 1187381 2025-001
    Material Weakness Repeat
  • 1187382 2025-001
    Material Weakness Repeat
  • 1187383 2025-001
    Material Weakness Repeat
  • 1187384 2025-001
    Material Weakness Repeat
  • 1187385 2025-001
    Material Weakness Repeat
  • 1187386 2025-001
    Material Weakness Repeat
  • 1187387 2025-001
    Material Weakness Repeat
  • 1187388 2025-001
    Material Weakness Repeat
  • 1187389 2025-001
    Material Weakness Repeat
  • 1187390 2025-001
    Material Weakness Repeat
  • 1187391 2025-001
    Material Weakness Repeat
  • 1187392 2025-001
    Material Weakness Repeat
  • 1187393 2025-001
    Material Weakness Repeat
  • 1187394 2025-001
    Material Weakness Repeat
  • 1187395 2025-001
    Material Weakness Repeat
  • 1187396 2025-001
    Material Weakness Repeat
  • 1187397 2025-001
    Material Weakness Repeat
  • 1187398 2025-001
    Material Weakness Repeat
  • 1187399 2025-001
    Material Weakness Repeat
  • 1187400 2025-001
    Material Weakness Repeat
  • 1187401 2025-001
    Material Weakness Repeat
  • 1187402 2025-001
    Material Weakness Repeat
  • 1187403 2025-001
    Material Weakness Repeat
  • 1187404 2025-001
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
93.U02 National Institute of Health Contract $9.44M
93.350 NATIONAL CENTER FOR ADVANCING TRANSLATIONAL SCIENCES $644,527
93.279 DRUG USE AND ADDICTION RESEARCH PROGRAMS $621,995
93.846 ARTHRITIS, MUSCULOSKELETAL AND SKIN DISEASES RESEARCH $503,764
93.387 NATIONAL AND STATE TOBACCO CONTROL PROGRAM $375,311
93.U01 COVID-19 National Heart, Lung and Blood Institute $374,090
93.233 NATIONAL CENTER ON SLEEP DISORDERS RESEARCH $311,242
93.855 ALLERGY AND INFECTIOUS DISEASES RESEARCH $242,760
93.305 PPHF 2018: OFFICE OF SMOKING AND HEALTH-NATIONAL STATE-BASED TOBACCO CONTROL PROGRAMS-FINANCED IN PART BY 2018 PREVENTION AND PUBLIC HEALTH FUNDS (PPHF) $217,000
93.493 CONGRESSIONAL DIRECTIVES $214,680
93.839 BLOOD DISEASES AND RESOURCES RESEARCH $201,701
93.257 GRANTS FOR EDUCATION, PREVENTION, AND EARLY DETECTION OF RADIOGENIC CANCERS AND DISEASES $125,804
93.840 TRANSLATION AND IMPLEMENTATION SCIENCE RESEARCH FOR HEART, LUNG, BLOOD DISEASES, AND SLEEP DISORDERS $109,334
93.847 DIABETES, DIGESTIVE, AND KIDNEY DISEASES EXTRAMURAL RESEARCH $106,611
93.103 FOOD AND DRUG ADMINISTRATION RESEARCH $86,992
93.113 COVID-19 ENVIRONMENTAL HEALTH $82,686
93.U03 National Institute of Health Contract $77,827
93.866 AGING RESEARCH $55,829
93.838 LUNG DISEASES RESEARCH $44,193
93.837 CARDIOVASCULAR DISEASES RESEARCH $44,061
81.108 EPIDEMIOLOGY AND OTHER HEALTH STUDIES FINANCIAL ASSISTANCE PROGRAM $41,903
93.226 RESEARCH ON HEALTHCARE COSTS, QUALITY AND OUTCOMES $32,633
93.361 NURSING RESEARCH $26,247
93.113 ENVIRONMENTAL HEALTH $12,178
93.859 BIOMEDICAL RESEARCH AND RESEARCH TRAINING $11,247
93.965 COAL MINERS RESPIRATORY IMPAIRMENT TREATMENT CLINICS AND SERVICES $11,146
10.310 AGRICULTURE AND FOOD RESEARCH INITIATIVE (AFRI) $9,746
93.855 COVID-19 ALLERGY AND INFECTIOUS DISEASES RESEARCH $9,743
12.420 MILITARY MEDICAL RESEARCH AND DEVELOPMENT $6,621
27.011 INTERGOVERNMENTAL PERSONNEL ACT (IPA) MOBILITY PROGRAM $6,130
93.394 CANCER DETECTION AND DIAGNOSIS RESEARCH $368