Finding 1201388 (2025-003)

Material Weakness Repeat Finding
Requirement
N
Questioned Costs
-
Year
2025
Accepted
2026-03-30
Audit: 395962
Organization: Southern Oregon University (OR)

AI Summary

  • Core Issue: The University failed to accurately calculate Return to Title IV (R2T4) amounts for 5 out of 15 students tested, leading to potential noncompliance with federal regulations.
  • Impacted Requirements: Institutions must return unearned Title IV funds within 45 days of determining a student's withdrawal, ensuring accurate calculations and timely processing.
  • Recommended Follow-Up: Strengthen internal controls by implementing standardized procedures, verifying system calculations, and ensuring thorough reviews of R2T4 calculations before returning funds.

Finding Text

Special Tests – Return to Title IV Funds (R2T4) Federal Agency: Department of Education Federal Program Title: Student Financial Assistance Cluster ASSISTANCE LISTING Numbers: 84.268 – Federal Direct Student Loans 84.063 – Federal Pell Grant Program 84.007 – Federal Supplemental Educational Opportunity Grants 84.379 – Teacher Education Assistance for College and Higher Education Grants Federal Award Identification: Various Award Period: June 1, 2024 to June 30, 2025 Type of Finding: Significant Deficiency in Internal Control Over Compliance, Other Matter Criteria or specific requirement: When a recipient of Title IV grant or loan assistance withdraws from an institution during a payment period or period of enrollment in which the recipient began attendance, the institution is required to determine the amount of Title IV aid earned as of the student’s withdrawal date. If the amount of Title IV aid earned is less than the amount disbursed to the student or on the student’s behalf as of the date the institution determines the student withdrew, the institution must return the unearned portion to the applicable Title IV programs. No additional disbursements may be made for the payment period or period of enrollment. If the amount of Title IV aid earned exceeds the amount disbursed, the difference must be treated as a post-withdrawal disbursement, in accordance with 34 CFR §668.22(a)(1) through (a)(5). Condition: During our testing of students who ceased attendance during a payment period or period of enrollment—including students who met withdrawal exemptions, dropped courses, took a leave of absence, never began attendance, or otherwise terminated enrollment during the audit period—we selected a sample of 15 students to evaluate the timeliness and accuracy of Return to Title IV (R2T4) calculations and procedures. We identified that the Student Financial Aid system did not calculate R2T4 amounts accurately for 5 of the 15 students tested. In addition, there was insufficient review of system-generated calculations to ensure their accuracy. For these students, the return of funds was not completed within the required 45-day timeframe from the date the institution determined the student withdrew. Questioned costs: $6,644 Context: The University did not properly review system generated calculations. 5 out of the 15 students tested had incorrect calculations and the dates funds were returned not completed withing 45 days of the institution determining the student's withdrawal. Cause: The deficiencies were primarily due to ineffective internal controls over the R2T4 process and errors in system-generated calculations. These issues were further exacerbated by staff turnover that occurred prior to the Fall 2024 term. Effect: As a result, Title IV funds may not have been returned in the correct amounts or within required timeframes, resulting in noncompliance with federal regulations governing the administration of Title IV financial aid programs. Repeat finding: No Recommendation: We recommend that the University strengthen internal controls over the R2T4 process by implementing standardized procedures, ensuring system calculations are accurate, and establishing consistent and documented review of R2T4 calculations prior to the return of Title IV funds. Views of responsible officials and planned corrective actions: There is no disagreement with the audit finding. Management has addressed their corrective action plan in a separately issued letter.

Corrective Action Plan

Special Tests - Return to Title IV Funds (R2T4) Federal Direct Student Loans (84.268), Federal Pell Grant Program (84.063), Federal Supplemental Educational Opportunity Grants (84.007), and Teacher Education Assistance for College and Higher Education Grants (84.379) Recommendation: We recommend that the University strengthen internal controls over the R2T 4 process by implementing standardized procedures, ensuring system calculations are accurate, and establishing consistent and documented review of R2T4 calculations prior to the return of Title IV funds. Explanation of disagreement with audit finding: There is no disagreement with the audit finding. Action taken in response to finding: Effective immediately, all R2T4 calculations will undergo a secondary review prior to funds being returned. The review will be documented via a shared document to ensure staff are consistently verifying withdrawal date, percentcompleted, return amounts per program, and timeliness. This document will be retained for audit purposes. We've also set internal deadlines to ensure funds are being returned within the 45-day requirement under Title IV. Calculations will be completed within 25 days of determining a withdrawal, and returns will be processed within 35 days. This will be tracked in a shared document that will also be retained for audit purposes. SOU is implementing a new Student Information System (SIS) beginning with the 2026-2027 academic year. Until we transition to the new SIS, known issues in the current SIS will be documented, and staff will manually review and override calculations where discrepancies are identified. As part of the new SIS implementation, we'll validate all R2T4 calculations to ensure system accuracy. All financial aid staff responsible for R2T4 processing will receive refresher training on calculation requirements, withdrawal date determination, and return timelines. We will also provide cross-training to additional staff to ensure continuity if there are additional staffing changes. Name(s) of the contact person(s) responsible for corrective action: Erica Riggs Planned completion date for corrective action plan: Fall 2026 and ongoing

Categories

Student Financial Aid Significant Deficiency

Other Findings in this Audit

  • 1201383 2025-002
    Material Weakness Repeat
  • 1201384 2025-002
    Material Weakness Repeat
  • 1201385 2025-003
    Material Weakness Repeat
  • 1201386 2025-003
    Material Weakness Repeat
  • 1201387 2025-003
    Material Weakness Repeat
  • 1201389 2025-004
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
84.268 FEDERAL DIRECT STUDENT LOANS $16.41M
84.063 FEDERAL PELL GRANT PROGRAM $7.00M
21.027 CORONAVIRUS STATE AND LOCAL FISCAL RECOVERY FUNDS $652,755
84.033 FEDERAL WORK-STUDY PROGRAM $438,090
47.076 STEM EDUCATION (FORMERLY EDUCATION AND HUMAN RESOURCES) $404,871
84.042 TRIO STUDENT SUPPORT SERVICES $382,465
84.007 FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS $361,934
84.217 TRIO MCNAIR POST-BACCALAUREATE ACHIEVEMENT $261,204
84.425 EDUCATION STABILIZATION FUND $239,056
93.667 SOCIAL SERVICES BLOCK GRANT $146,257
15.945 COOPERATIVE RESEARCH AND TRAINING PROGRAMS – RESOURCES OF THE NATIONAL PARK SYSTEM $98,883
15.224 CULTURAL AND PALEONTOLOGICAL RESOURCES MANAGEMENT $94,274
15.611 WILDLIFE RESTORATION AND BASIC HUNTER EDUCATION AND SAFETY $60,535
93.224 HEALTH CENTER PROGRAM (COMMUNITY HEALTH CENTERS, MIGRANT HEALTH CENTERS, HEALTH CARE FOR THE HOMELESS, AND PUBLIC HOUSING PRIMARY CARE) $59,961
14.228 COMMUNITY DEVELOPMENT BLOCK GRANTS/STATE'S PROGRAM AND NON-ENTITLEMENT GRANTS IN HAWAII $45,676
84.116 FUND FOR THE IMPROVEMENT OF POSTSECONDARY EDUCATION $33,171
10.310 AGRICULTURE AND FOOD RESEARCH INITIATIVE (AFRI) $31,438
47.078 POLAR PROGRAMS $24,833
84.379 TEACHER EDUCATION ASSISTANCE FOR COLLEGE AND HIGHER EDUCATION GRANTS (TEACH GRANTS) $10,060
47.083 INTEGRATIVE ACTIVITIES $8,030
84.011 MIGRANT EDUCATION STATE GRANT PROGRAM $7,600
15.233 FOREST AND WOODLANDS RESOURCE MANAGEMENT $5,409
47.070 COMPUTER AND INFORMATION SCIENCE AND ENGINEERING $2,361
43.001 SCIENCE $13