Finding 1210430 (2025-002)

Material Weakness Repeat Finding
Requirement
F
Questioned Costs
-
Year
2025
Accepted
2026-04-28

AI Summary

  • Core Issue: The District failed to include certain capital expenditures funded by federal grants in its capital assets inventory, leading to potential compliance risks.
  • Impacted Requirements: Federal regulations require proper management and tracking of equipment acquired with federal funds, including maintaining accurate property records and conducting physical inventories.
  • Recommended Follow-Up: The District should update its procedures to ensure all capital-type expenditures funded by federal grants are accurately recorded in the capital assets inventory.

Finding Text

2025-002. Equipment and Real Property Management United States Department of Education, passed through New York State Department of Education: Education Stabilization Fund COVID-19: American Rescue Plan – Elementary and Secondary School Emergency Relief ALN: 84.425U Criteria: Education Stabilization Fund (ESF) grant awards authorized under the federal Coronavirus Response and Relief Supplemental Appropriations (CRRSA) Act and American Rescue Plan Act of 2021 (ARP) may be used for equipment purchases and capital expenditures, consistent with federal regulations 2 CFR §200.313 and 2 CFR §200.439. In accordance with 2 CFR §200.313, non-federal entities receiving federal awards are required to have procedures for managing equipment (including replacement equipment), whether acquired in whole or in part under a federal award, until disposition takes place. This includes maintaining property records that include a description of the property, a serial number or other identification number, the source of funding for the property, including the Federal Award Identification Number (FAIN), and who holds title. In addition, it requires non-federal entities to track the acquisition date and cost of the property, percentage of federal participation in the project costs for the federal award under which the property was acquired, the location, use and condition of the property, and any ultimate disposition data including the date of disposal and sale price of the property. A physical inventory of the property acquired with federal awards must also be taken and the results reconciled with the property inventory records at least once every two years. Condition: The District did not include the capital expenditures for the “Early Childhood Educational Center (ECEC) Door Project”, “ECEC Roof Project”, “Front Vestibule Project”, and “Playground Equipment & Rubber Surfacing of Upper Play Area” that were paid with ARP ESSER 3 funds, in its current year’s capital assets inventory record. Additionally, certain items included as additions on the capital assets appraisal inventory report, such as classrooms equipment purchased with ARP ESSER 3 funds, did not match the amounts of expenditures in the District’s financial accounting application. Cause: The District did not have adequate procedures in place to identify capital-type expenditures paid with federal grant funds, which were recorded on the District’s books as purchased services, as capitalizable assets that should be added to the capital assets inventory report and tracked. Effect: Failure to include capital assets acquired with federal awards in the District’s capital assets inventory records could lead to improper or non-compliant procedures for assets inventory management and the subsequent disposal of those capital assets. Questioned Costs: None reported. Context: The District utilized federal grant awards to pay for permissible capital improvements which have been installed in instructional buildings that are leased by the District, the District recorded those expenditures as purchased services as per the pass-through entity, New York State Education Department’s guidance. The leasehold improvements incurred and acquired as of June 30, 2024 were omitted from but subsequently added to the District’s capital assets inventory reports; however, the leasehold improvements incurred and acquired during the 2024-2025 fiscal year were not included in annual capital assets inventory report. Identification of a Repeat Finding: This is not a repeat finding. Recommendation: The District should revise its existing procedures for compiling annual capital assets additions information to ensure equipment and capital-type expenditures purchased with federal funds are considered and evaluated for inclusion in the District’s annual capital assets inventory records. Views of Responsible Officials of Auditee: Management acknowledges the finding. The District’s Assistant Superintendent for Human Resources and Manager of Fixed Assets will review and update the existing District policy and procedures relating to the recording and tracking of capital assets purchased with federal funds.

Corrective Action Plan

2025-002. Equipment and Real Property Management United States Department of Education, passed through New York State Department of Education Education Stabilization Fund COVID-19: American Rescue Plan – Elementary and Secondary School Emergency Relief ALN: 84.425U Condition: The District did not include the capital expenditures for the “Early Childhood Educational Center (ECEC) Door Project”, “ECEC Roof Project”, “Front Vestibule Project”, and “Playground Equipment & Rubber Surfacing of Upper Play Area” that were paid with ARP ESSER 3 funds, in its current year’s capital assets inventory record. Additionally, certain items included as additions on the capital assets appraisal inventory report, such as classrooms equipment purchased with ARP ESSER 3 funds, did not match the amounts of expenditures in the District’s financial accounting application. Recommendation: The District should revise its existing procedures for compiling annual capital assets additions information to ensure equipment and capital-type expenditures purchased with federal funds are considered and evaluated for inclusion in the District’s annual capital assets inventory records. Planned Corrective Action: The District intends to modify its Capital Assets Accounting Policy to include the assets related to our long-term building leases, such as our new HVAC systems. We will also provide the leasehold improvement information to the District's appraisal company in order to update our capital assets inventory report. Responsible Contact Person: Mr. Chaim Wercberger District Treasurer Kiryas Joel Union Free School District 48 Bakertown Road Suite 401 Monroe, NY 10950 Anticipated completion date: September 1, 2026.

Categories

Equipment & Real Property Management

Other Findings in this Audit

  • 1210431 2025-003
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
84.425 EDUCATION STABILIZATION FUND $10.21M
84.027 SPECIAL EDUCATION GRANTS TO STATES $2.19M
84.010 TITLE I GRANTS TO LOCAL EDUCATIONAL AGENCIES $1.41M
84.367 SUPPORTING EFFECTIVE INSTRUCTION STATE GRANTS (FORMERLY IMPROVING TEACHER QUALITY STATE GRANTS) $63,841
84.365 ENGLISH LANGUAGE ACQUISITION STATE GRANTS $60,659
84.173 SPECIAL EDUCATION PRESCHOOL GRANTS $21,115
84.424 STUDENT SUPPORT AND ACADEMIC ENRICHMENT PROGRAM $19,779