Finding 1208802 (2024-006)

Material Weakness Repeat Finding
Requirement
B
Questioned Costs
-
Year
2024
Accepted
2026-04-24

AI Summary

  • Core Issue: The indirect cost rate pool included an unallowable tax penalty, leading to improper allocation of costs to federal awards.
  • Impacted Requirements: Noncompliance with 2 CFR 200.441 and 2 CFR 200.403 regarding allowable costs and indirect cost rate calculations.
  • Recommended Follow-Up: Revise procedures to exclude unallowable costs, enhance review controls, and coordinate with the FTA for potential rate adjustments or reimbursements.

Finding Text

Finding 2024- 006 – Indirect Cost Rate Pool, Noncompliance and Significant Deficiency Federal award agency: Federal Transit Administration Program name and ALN: Federal Transit Cluster ALN 20.507 Federal Transit Formula Grants, ALN 20.525 State of Good Repair Grants Federal award identification number: IL-90-X717, IL-90-X726, IL-90-X743, IL-2016-021-01, IL-2017-028-02, IL-2018-024-01, IL-2019-022-02, IL-2021-002-02, IL-2020-050-02, IL-2021-002-01, IL-2020-018-01, IL-2021-050-02, IL-2021-024-01, IL-2022-032-02, IL-2022-005-01, IL-2023-036-02, IL-2023-036-04, IL-2024-025-02, IL-54-0002, IL-54-0003, IL-54-0006, IL-2016-020-01, IL-2017-028-01, IL-2018-024-02, IL-2019-022-01, IL-2020-050-01, IL-2021-050-01, IL-2022-032-01, IL-2022-032-03, IL-2023-036-01, IL-2023-036-03, IL-2024-025-01 Federal award year: 2013, 2014, 2015, 2016, 2017, 2018, 2020, 2021, 2022, 2023, 2024 Criteria: Under 2 CFR 200.441 (Fines, penalties, damages and other settlements), fines and penalties resulting from violations of, or failure to comply with, federal, state, local, or tribal laws and regulations are unallowable costs, unless incurred as a result of compliance with specific provisions of a federal award or with prior written approval of the federal awarding agency. Appendix V to 2 CFR Part 200 provides the required framework for states and local governments to identify, document, and allocate centralized service costs to benefitted Federal programs through a governmentwide cost allocation plan, as referenced by 200.414 for indirect cost recovery. Additionally, 2 CFR 200.403 and 2 CFR 200.414 require that indirect cost rates be based on allowable, allocable, and reasonable costs and that unallowable costs be excluded from indirect cost pools used to allocate costs to federal awards. Condition: During our testing of the underlying activity supporting the auditee’s federally approved indirect cost rate, we identified that the indirect cost rate pool submitted to and approved by the Federal Transit Administration (FTA) included a tax penalty related to the late payment of a state/local tax obligation. The tax penalty was not identified and excluded from the indirect cost pool prior to submission for rate approval. The tax penalty was not directly charged to any federal award; however, because it was included in the approved indirect cost rate pool, a portion of the unallowable cost was allocated to federal awards through application of the indirect cost rate during the audit period. Cause: The auditee did not have sufficient review controls over the preparation of the indirect cost rate proposal to ensure that unallowable costs, including tax penalties, were identified and excluded from the indirect cost pool prior to submission and approval by the FTA. Effect or potential effect: As a result, the FTA approved indirect cost rate was calculated using a pool that included unallowable costs, causing a portion of the tax penalty to be indirectly charged to federal awards. Questioned costs: N/A Context: The unallowable tax penalty identified in the indirect cost pool represents $487,000, an amount in relation to the total overhead costs included in the cost allocation plan of approximately $87.9 million. The approved indirect cost allocation plan was used to charge approximately $17 million to the major program during the audit period. Recommendation: We recommend that the auditee: • Revise its indirect cost rate development procedures to ensure unallowable costs are excluded from the indirect cost pool prior to submission; • Strengthen review controls over indirect cost proposals to ensure compliance with 2 CFR Part 200; and • Coordinate with the FTA to determine whether a rate adjustment, rate correction, or reimbursement to federal programs is required for amounts allocated using the affected indirect cost rate. Views of responsible officials: Management acknowledges the finding and agrees that remediation is necessary. Management will implement the recommendations that it has defined within the corrective action plan required by Title 2 CFR 200.511 (c) executed on April 16, 2026.

Corrective Action Plan

Finding Reference: 2024-006 Finding Title: Indirect Cost Rate Pool, Noncompliance and Significant Deficiency CAP Contact Persons: • John Morris, Chief Financial Officer, Financial Affairs, (312) 322-6420 • Alan Ochab, Senior Director, Budget Management & Analysis, (312) 322-1519 Planned Corrective Actions: 1. Correction Adjustment: Management has communicated to its consultant, Maximus, its expectation that the final 2026 indirect cost rate report will incorporate an adjustment to remove the disallowed expense related to the unallowable tax penalty for all affected 2026 rates. Metra will not authorize submission of the final report to the Federal Transit Administration (FTA) until the Finance team confirms that the adjustment has been appropriately reflected and its impact fully evaluated. The adjustment, including relevant background information and its general impact on the rates, will be disclosed in the transmittal letter submitted to the FTA with the final report. 2. Independent Review Controls: Management will strengthen internal review controls by implementing a secondary review of the indirect cost rate data, including consulting with Internal Audit to improve review procedures. This review will verify that costs included in the indirect cost pool are allowable, reasonable, and adequately supported in accordance with 2 CFR Part 200, prior to submission to the Federal Transit Administration (FTA). Anticipated Completion Date: 09/30/2026

Categories

Allowable Costs / Cost Principles

Other Findings in this Audit

  • 1208796 2024-006
    Material Weakness Repeat
  • 1208797 2024-007
    Material Weakness Repeat
  • 1208798 2024-008
    Material Weakness Repeat
  • 1208799 2024-006
    Material Weakness Repeat
  • 1208800 2024-007
    Material Weakness Repeat
  • 1208801 2024-008
    Material Weakness Repeat
  • 1208803 2024-007
    Material Weakness Repeat
  • 1208804 2024-008
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
20.507 COVID-19 FEDERAL TRANSIT FORMULA GRANTS $493.43M
20.525 STATE OF GOOD REPAIR GRANTS PROGRAM $146.68M
20.507 FEDERAL TRANSIT FORMULA GRANTS $71.47M
20.326 FEDERAL-STATE PARTNERSHIP FOR INTERCITY PASSENGER RAIL $4.19M
20.513 ENHANCED MOBILITY OF SENIORS AND INDIVIDUALS WITH DISABILITIES $943,758
20.533 ALL STATIONS ACCESSIBILITY PROGRAM $916,788
20.319 HIGH-SPEED RAIL CORRIDORS AND INTERCITY PASSENGER RAIL SERVICE €“ CAPITAL ASSISTANCE GRANTS $489,160
17.289 COMMUNITY PROJECT FUNDING/CONGRESSIONALLY DIRECTED SPENDING $324,312
20.321 RAILROAD SAFETY TECHNOLOGY GRANTS $321,300