Finding 1190828 (2025-010)

Material Weakness Repeat Finding
Requirement
E
Questioned Costs
-
Year
2025
Accepted
2026-03-27

AI Summary

  • Core Issue: The Department lacks adequate controls for compliance and document retention, leading to missing supporting documentation for adoption eligibility.
  • Impacted Requirements: Non-compliance with Social Security Act sections and retention regulations increases the risk of improper payments and misreporting.
  • Recommended Follow-up: Strengthen document management processes and provide additional training to ensure all necessary adoption documentation is collected and retained.

Finding Text

2025-010 LACK OF SUPPORTING DOCUMENTATION FOR ADOPTIONS– REPEATED & MODIFIED Funding agency: U.S. Department of Health and Human Services Title and ALN Number: 93.659 Title IV-E Adoptions Type of Finding: Significant Deficiency, Other Non-compliance Compliance Area: Eligibility Award Year: Title IV-E Adoptions 23 Assistance (7/1/2023 – 12/31/2024) Title IV-E Adoptions 24 Assistance (1/1/2025 – 9/30/2025) Question Costs: Unknown Condition The Department lacks controls over compliance and document retention and could not provide supporting documentation as follows: Adoptions Eligibility Testing (10 sample items) • 1 instance where the Department could not provide documentation addressing the parent's criminal record and evidence of mitigation, which would determine the parent's eligibility for adoption. We cannot determine whether the Department has mitigated this history. • 1 instance where we were not provided with negotiation files showing that CYFD attempted to proceed with the adoption without a subsidy. • 1 instance where we were not provided with the executed subsidy agreement i.e., signed by an authorized CYFD personnel. • 1 instance where CYFD was unable to provide documentation of either the birth parent's relinquishment or a death certificate. Additionally, for the adopted child from a tribal nation, the Department did not provide evidence of obtaining the required approval from the tribal nation. Update for FY25: The Adoptions unit has continued to move adoption files from county offices to the central filing location in Santa Fe. Training is provided in the 3rd casing process to help case workers in the field understand exactly what needs to be done before an adoption finalizes. Criteria Pursuant to Social Security Act – sections 476; 8.2D.1 Title IV-E, Adoption Assistance Program, Payments, Allowable Costs, subsidies are not allowed until there is an adoption assistance agreement in effect. Also, per 8.2D.4, the amount of the adoption assistance payment cannot exceed the amount the child would have received if s/he had been in a foster family home, but otherwise must be determined through agreement between the adoptive parents and the IV-E agency. The Department must retain all records necessary to comply with the data requirements in Sections 1355.41 through 1355.45. The Title IV-E agency’s retention of such records is not limited to the requirements of 45 CFR 92.42(b) and (c). 45 CFR 74.53 (b) which, in pertinent part, states that "Financial records . . . shall be retained for a period of three years from the date of submission of the final expenditure report . . .". NMAC 2.20.5.8 requires agencies to ensure that all reporting of financial information to be timely, complete, and accurate. Effect Unallowable purchases could be made with program monies if the Department is not able to review and retain adequate documentation. There is a higher risk of improper payments and misreporting, which is backed by Finding 2024-003. The Department is at higher risk of non-compliance with laws, contracts, and regulations without accountability in place to ensure proper controls are followed. Allegations and complaints decrease public trust in government. Cause Certain paper files may be missing due to the program moving office spaces and files; however, there would still be electronic files. The Department lacks controls over compliance, monitoring, and document retention. NM CYFD has been making continuous efforts to organize the adoption case files in their New Mexico Children, Youth, and Families Department Reporting 32 custody. However, personnel turnover in County placement offices has made recovering some of the pertinent files challenging.

Corrective Action Plan

Recommendation We recommend a Program Improvement Plan with documentation retention and file checklist, training, implementation, and monitoring process. There should be accountability for non compliance with these requirements. Management Response Corrective Action Missing Documentation The CYFD Adoption Subsidy unit will continue to organize its filing system. The Eligibility Manager and Office of Performance and Accountability Director will work with the Adoption and Kinship Unit Supervisor to review and ensure appropriate checklists, training, and processes are in place. In addition, the Eligibility Manager, OPA Director, and Adoption and Kinship Unit will conduct an additional case review to ensure required documentation is present and establish a biannual cadence of self-assessment checks to ensure no missing documentation. Criminal Records Mitigation The agency continues to ensure that workers, supervisors, and managers follow proper procedures for mitigating criminal records checks. The agency addresses this by creating a supervisor checklist to ensure licensure documentation is complete and accurate. The supervisor will conduct an initial placement review; the checklist will include verification by the supervisor of the completed level of care documentation. Supervisors and Managers will address work performance with employees through corrective actions or employment evaluation. Due Date of Completion: June 30, 2026 Responsible Person(s) Office of Performance and Accountability Director

Categories

Allowable Costs / Cost Principles Procurement, Suspension & Debarment Student Financial Aid Subrecipient Monitoring Eligibility Reporting Significant Deficiency

Other Findings in this Audit

  • 1190827 2025-009
    Material Weakness Repeat
  • 1190829 2025-011
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
93.658 FOSTER CARE TITLE IV-E $30.54M
93.659 ADOPTION ASSISTANCE $29.04M
93.558 CORONAVIRUS STATE AND LOCAL FISCAL RECOVERY FUNDS $13.65M
93.667 SOCIAL SERVICES BLOCK GRANT $9.79M
21.027 Coronavirus State and Local Fiscal Recovery Funds $6.51M
93.556 MARYLEE ALLEN PROMOTING SAFE AND STABLE FAMILIES PROGRAM $6.00M
93.669 CHILD ABUSE AND NEGLECT STATE GRANTS $2.32M
93.671 FAMILY VIOLENCE PREVENTION AND SERVICES/DOMESTIC VIOLENCE SHELTER AND SUPPORTIVE SERVICES $1.77M
93.645 STEPHANIE TUBBS JONES CHILD WELFARE SERVICES PROGRAM $1.49M
93.674 JOHN H. CHAFEE FOSTER CARE PROGRAM FOR SUCCESSFUL TRANSITION TO ADULTHOOD $867,587
93.497 FAMILY VIOLENCE PREVENTION AND SERVICES/ SEXUAL ASSAULT/RAPE CRISIS SERVICES AND SUPPORTS $669,667
93.590 COMMUNITY-BASED CHILD ABUSE PREVENTION GRANTS $419,008
93.471 TITLE IV-E KINSHIP NAVIGATOR PROGRAM $361,464
10.555 NATIONAL SCHOOL LUNCH PROGRAM $326,556
93.603 ADOPTION AND LEGAL GUARDIANSHIP INCENTIVE PAYMENTS PROGRAM $170,658
84.010 TITLE I GRANTS TO LOCAL EDUCATIONAL AGENCIES $138,592
93.643 CHILDREN'S JUSTICE GRANTS TO STATES $115,000
16.540 JUVENILE JUSTICE AND DELINQUENCY PREVENTION $98,920
93.592 FAMILY VIOLENCE PREVENTION AND SERVICES/DISCRETIONARY $94,042
93.597 GRANTS TO STATES FOR ACCESS AND VISITATION PROGRAMS $67,731
93.599 CHAFEE EDUCATION AND TRAINING VOUCHERS PROGRAM (ETV) $53,919
93.958 BLOCK GRANTS FOR COMMUNITY MENTAL HEALTH SERVICES $31,700
93.243 SUBSTANCE ABUSE AND MENTAL HEALTH SERVICES PROJECTS OF REGIONAL AND NATIONAL SIGNIFICANCE $25,336