Finding 1210613 (2024-005)

Material Weakness Repeat Finding
Requirement
CELN
Questioned Costs
-
Year
2024
Accepted
2026-04-28

AI Summary

  • Core Issue: The Office of Financial Aid submitted unreconciled expenditures in the FISAP, leading to discrepancies with federal systems.
  • Impacted Requirements: This violates 34 CFR § 668.24 and jeopardizes compliance with Title IV program regulations.
  • Recommended Follow-Up: Implement monthly reconciliations and strengthen coordination between departments to ensure accurate reporting before FISAP submission.

Finding Text

Finding 2024-005 - U.S. Department of Education (Title IV Student Financial Aid Programs - Unreconciled Expenditures Reported on the FISAP (material weakness): Information on the federal program – Federal Direct Student Loans, FAL No. 84.268, June 30, 2024; Federal Pell Grant Program, FAL No. 84. 063, June 30, 2024; Federal Supplemental Educational Opportunity Grant, FAL No. 84.007, June 30, 2024; Federal Work-Study Program, FAL No. 84.033, June 30, 2024. Criteria – Per 34 CFR § 668.24 (a), institutions must maintain records necessary to demonstrate compliance with the requirements of Title IV programs, including records that support the accuracy of disbursements and fiscal transactions. Per the Federal Student Aid Handbook, Volume 4 – Processing Aid and Managing Funds, institutions are required to reconcile internal disbursement and expenditure records with the Business Office, general ledger, and the Department of Education’s systems on a monthly basis for all Title IV programs prior to completing year-end federal reporting including the FISAP. Condition – The Office of Financial Aid submitted unreconciled expenditure amounts in the institution’s Fiscal Operations Report and Application to Participate (FISAP). At the time of audit, the reported FISAP totals did not reconcile to the applicable federal systems (COD) or to the Student Financial Aid (SFA) reconciliation report. No documentation was provided to demonstrate that final reconciliations were completed prior to submission of the FISAP. Cause – The lack of reconciliation appears to have resulted from insufficient coordination and reconciliation timeliness between the Office of Financial Aid and the Business Office Effect - Failure to reconcile may impact the University’s administrative capability under 34 CFR § 668.16, exposing the College to regulatory review, questioned costs, and potential repayment liability. The accuracy and reliability of the FISAP submission cannot be assured. Questioned Costs - $0 Perspective – The FISAP serves as a primary financial reporting tool used by the Department of Education to determine campus-based program funding and institutional compliance. Submitting unreconciled figures undermines the integrity of federal reporting and represents a systemic breakdown in financial oversight rather than an isolated reporting error. The Office of Financial Aid submitted unreconciled expenditures within the Fiscal Operations Report and Application to Participate (FISAP) for the programs below: a. Federal Pell Grant Program b. Federal Work Study (FWS) Program Repeat Finding - Yes Auditor’s Recommendation - The University should implement monthly reconciliations, strengthen cross-department coordination, perform year-end reconciliation prior to FISAP submission. Implementation of these measures will strengthen financial accountability, improve federal reporting accuracy, and reduce the likelihood of future findings. Management’s Response – To address this finding and prevent recurrence, the University has strengthened its reconciliation and reporting processes by implementing mandatory monthly reconciliations for all Title IV programs and requiring completion of a documented year-end reconciliation prior to submission of the FISAP. The Office of Financial Aid now utilizes standardized reconciliation templates and documentation procedures and coordinates closely with the Business Office to ensure reported expenditures reconcile to internal records, the general ledger, and federal systems. In addition, supervisory review has been incorporated into the reconciliation and FISAP preparation process to verify accuracy, resolve discrepancies timely, and ensure federal reporting is complete, accurate, and supported by reconciliation documentation. View of Responsible Officials – Management agrees with the finding and acknowledges the submission of unreconciled expenditure data within the Fiscal Operations Report and Application to Participate (FISAP). Management concurs that all Title IV expenditures must be fully reconciled to internal records, federal systems, and the general ledger prior to year-end federal reporting to ensure accuracy and compliance with federal requirements.

Corrective Action Plan

Federal Program / Assistance Listing Number (ALN) 84.268, 84.063, 84.007, 84.033 Finding Reference Number 2024-005 1. Finding Summary The auditor found that the University submitted unreconciled expenditure data on the FISAP for the Federal Pell Grant and Federal Work-Study programs, with reported amounts not aligning to internal records, the general ledger, or federal systems. This condition reflects weaknesses in reconciliation timeliness and oversight and increases the risk of inaccurate federal reporting. 2. Management's Position Management agrees with the finding. Management Explanation Management agrees with the finding and acknowledges the submission of unreconciled expenditure data within the Fiscal Operations Report and Application to Participate (FISAP). Management concurs that all Title IV expenditures must be fully reconciled to internal records,federal systems, and the general ledger prior to year-end federal reporting to ensure accuracy and compliance with federal requirements. 3. Root Cause Analysis The root cause was a combination of insufficient supervisory review and training gaps related to Title IV reconciliation and FISAP reporting requirements. These conditions resulted in delays in completing final reconciliations, inconsistent coordination between the Office of Financial Aid and the Business Office, and the submission of federal reports without documented confirmation that expenditures reconciled to internal records and federal systems. 4. Corrective Action(s) Management is working to implement standardized workflows and periodic internal monitoring. Description of Corrective Actions To address this finding and prevent recurrence, the University has strengthened its reconciliation and reporting processes by implementing mandatory monthly reconciliations for all Title IV programs and requiring completion of a documented year-end reconciliation prior to submission of the FISAP. The Office of Financial Aid now utilizes standardized reconciliation templates and documentation procedures and coordinates closely with the Business Office to ensure reported expenditures reconcile to internal records, the general ledger, and federal systems. In addition, supervisory review has been incorporated into the reconciliation and FISAP preparation process to verify accuracy, resolve discrepancies timely, and ensure federal reporting is complete, accurate, and supported by reconciliation documentation. 5. Risk Mitigation (Required - Even if Disagreeing) The University recognizes the importance of reducing exposure related to federal reporting accuracy and compliance. The corrective actions implemented are intended to strengthen oversight of reconciliation and FISAP reporting, improve coordination between responsible offices, and ensure that reported expenditure data is supported by timely and documented reconciliations, thereby reducing the likelihood of inaccurate reporting or future audit findings. 6. Responsible Party • Office/Department: Office of Financial Aid • Title of Responsible Official: Financial Aid Director • Name (optional): ____________ _ 7. Implementation Timeline 8. Status of Corrective Action (For Prior-Year or Repeat Findings) Fully implemented Partially implemented (Not yet implemented) Evidence of Implementation In progress, evidence is not yet available. 9. Monitoring and Sustainability The University will monitor compliance through ongoing supervisory review of monthly and year-end reconciliation documentation and periodic internal reviews of FISAP preparation processes. Reconciliation procedures and reporting controls will be routinely evaluated and reinforced through staff training and management oversight to support sustained compliance and accurate federal reporting.

Categories

Student Financial Aid

Other Findings in this Audit

  • 1210606 2024-004
    Material Weakness Repeat
  • 1210607 2024-004
    Material Weakness Repeat
  • 1210608 2024-004
    Material Weakness Repeat
  • 1210609 2024-004
    Material Weakness Repeat
  • 1210610 2024-005
    Material Weakness Repeat
  • 1210611 2024-005
    Material Weakness Repeat
  • 1210612 2024-005
    Material Weakness Repeat
  • 1210614 2024-006
    Material Weakness Repeat
  • 1210615 2024-006
    Material Weakness Repeat
  • 1210616 2024-006
    Material Weakness Repeat
  • 1210617 2024-006
    Material Weakness Repeat
  • 1210618 2024-007
    Material Weakness Repeat
  • 1210619 2024-007
    Material Weakness Repeat
  • 1210620 2024-007
    Material Weakness Repeat
  • 1210621 2024-007
    Material Weakness Repeat
  • 1210622 2024-008
    Material Weakness Repeat
  • 1210623 2024-008
    Material Weakness Repeat
  • 1210624 2024-008
    Material Weakness Repeat
  • 1210625 2024-008
    Material Weakness Repeat
  • 1210626 2024-009
    Material Weakness Repeat
  • 1210627 2024-009
    Material Weakness Repeat
  • 1210628 2024-009
    Material Weakness Repeat
  • 1210629 2024-009
    Material Weakness Repeat
  • 1210630 2024-010
    Material Weakness Repeat
  • 1210631 2024-010
    Material Weakness Repeat
  • 1210632 2024-010
    Material Weakness Repeat
  • 1210633 2024-010
    Material Weakness Repeat
  • 1210634 2024-011
    Material Weakness Repeat
  • 1210635 2024-011
    Material Weakness Repeat
  • 1210636 2024-011
    Material Weakness Repeat
  • 1210637 2024-011
    Material Weakness Repeat
  • 1210638 2024-012
    Material Weakness Repeat
  • 1210639 2024-012
    Material Weakness Repeat
  • 1210640 2024-012
    Material Weakness Repeat
  • 1210641 2024-012
    Material Weakness Repeat
  • 1210642 2024-013
    Material Weakness Repeat
  • 1210643 2024-013
    Material Weakness Repeat
  • 1210644 2024-013
    Material Weakness Repeat
  • 1210645 2024-013
    Material Weakness Repeat
  • 1210646 2024-014
    Material Weakness Repeat
  • 1210647 2024-014
    Material Weakness Repeat
  • 1210648 2024-014
    Material Weakness Repeat
  • 1210649 2024-014
    Material Weakness Repeat
  • 1210650 2024-015
    Material Weakness Repeat
  • 1210651 2024-015
    Material Weakness Repeat
  • 1210652 2024-015
    Material Weakness Repeat
  • 1210653 2024-015
    Material Weakness Repeat
  • 1210654 2024-016
    Material Weakness Repeat
  • 1210655 2024-016
    Material Weakness Repeat
  • 1210656 2024-016
    Material Weakness Repeat
  • 1210657 2024-016
    Material Weakness Repeat
  • 1210658 2024-017
    Material Weakness Repeat
  • 1210659 2024-017
    Material Weakness Repeat
  • 1210660 2024-017
    Material Weakness Repeat
  • 1210661 2024-017
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
84.268 FEDERAL DIRECT STUDENT LOANS $4.86M
84.063 FEDERAL PELL GRANT PROGRAM $3.98M
11.028 CONNECTING MINORITY COMMUNITIES PILOT PROGRAM $1.28M
84.031 HIGHER EDUCATION_INSTITUTIONAL AID $640,518
93.658 FOSTER CARE_TITLE IV-E $222,374
84.007 FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS $146,410
84.184 SAFE AND DRUG-FREE SCHOOLS AND COMMUNITIES_NATIONAL PROGRAMS $97,937
47.076 EDUCATION AND HUMAN RESOURCES $49,977
93.307 MINORITY HEALTH AND HEALTH DISPARITIES RESEARCH $34,071
84.033 FEDERAL WORK-STUDY PROGRAM $21,362
12.903 GENCYBER GRANTS PROGRAM $16,783
11.307 ECONOMIC ADJUSTMENT ASSISTANCE $15,000
47.083 INTEGRATIVE ACTIVITIES $3,631