Finding 1215069 (2025-001)

Material Weakness Repeat Finding
Requirement
B
Questioned Costs
-
Year
2025
Accepted
2026-05-20
Audit: 401782
Organization: Lee County, Florida (FL)

AI Summary

  • Core Issue: Significant deficiencies in internal controls over payroll compliance were identified, including duplicate hours and incorrect pay rates for employees.
  • Impacted Requirements: Non-compliance with 2 CFR 200.302(b)(3) and 2 CFR 200.403 regarding proper documentation and internal controls for federal awards.
  • Recommended Follow-Up: Enhance reconciliation procedures, implement a formal SOP for payroll processes, and ensure ongoing training to prevent future errors.

Finding Text

Payroll Federal Agency: Department of Housing and Urban Development Federal Program Name: Community Development Block Grants Cluster Entitlements/Special Purpose Assistance Listing Number: 14.218 Federal Award Identification Number and Year: B-23-UN-12-0002 and B-25-UU-12-0003 Award Period: November 11, 2023 – November 20, 2029 and January 16, 2025 – June 6, 2031 Type of Finding: Significant Deficiency in Internal Control over Compliance, Other Matters Criteria: 2 CFR 200.302(b)(3) states that the recipient must maintain records that sufficiently identify the amount, source, and expenditure of funds for federally-funded activities. These records must contain information pertaining to federal awards, authorizations, financial obligations, unobligated balances, assets, expenditures, income and interest and be supported by source documentation. 2CFR 200.403 states that costs must be adequately documented. 2 CFR section 200.303(a) states a non-Federal entity must establish and maintain effective internal control over the federal award that provides reasonable assurance that the non-Federal entity is managing the federal award in compliance with federal statutes, regulations, and the terms and conditions of the federal award. These internal controls should comply with guidance in Standards for Internal Control in the Federal Government issued by the Comptroller General of the United States or the Internal Control Integrated Framework issued by the Committee of Sponsoring Organizations of the Treadway Commission (COSO). Condition: There were two conditions present: • One employee had duplicate hours for three pay periods. • Two employees had incorrect pay rates used for the calculation of allowable payroll costs for seven pay periods. Questioned costs: • $3,974 - B-23-UN-12-0002 • $81 - B-25-UU-12-0003 Context: Forty employee pay periods were selected for testing. • One employee had a total of twenty-four hours duplicated over four pay periods. • Two employees had incorrect pay rates across seven pay periods. Cause: Allowable payroll costs are performed using a manual process. While the calculation was reviewed and approved, a cross check between the KRONOS report and the allowable cost calculation was not performed. Allowable payroll costs are calculated using pay rates at end of the quarter. When there are no changes during the quarter, this methodology results in an accurate calculation. However, if a pay rate changes during the quarter, this methodology results in a misstatement for the calculation of allowable payroll costs. Effect: Using incorrect hours or pay rates to calculate wages recorded quarterly can result in overcharging grant and submitting inaccurate expenditures to the grant which may lead to non-compliance with grant requirements. Repeat Finding: No Recommendation: It is recommended the County modify its procedure to include: • Improve reconciliation procedures to verify hours per pay period recorded in quarterly spreadsheet agrees to hours recorded in the KRONOS system. • Record grant wages using the pay rate at the beginning of the quarter if recorded on a quarterly basis or use pay rates for each pay period if recorded on a pay period basis. Views of responsible official and planned corrective actions: Management concurs with the auditor’s recommendations. Action taken in response to finding: • Document the audit process in a formalized SOP and cross train all reviewers from SRGA Admin, Budget, and Fiscal. • Create a checklist to accompany each personnel draw to ensure that after rates are verified that SRGA Admin certifies that no RPAs or pay adjustments were approved during the pay periods reported and if there were, a second pay rate is entered for that draw and hours are split according to accurate rates/dates. • Document the cure process in the SOP to ensure that any errors found after the fact will be corrected with HUD to remain compliant and to ensure that no funds drawn in error are retained. • Include a date verification process prior to submission of the draw to ensure that staff did not duplicate any dates. This verification will be an audit of the Time Tracking Review completed by Admin staff. Ongoing training and coaching will be administered should duplicate entries be found on final draw reports. • Audit of all personnel draws for both allocations of CDBG-DR grants will be completed using the new SOP and verification tools before the end of fiscal year 2026.

Corrective Action Plan

Community Development Block Grants Cluster Entitlements/Special Purpose – Assistance Listing No. 14.218 Recommendation: It is recommended the County modify its procedure to include: • Improve reconciliation procedures to verify hours per pay period recorded in quarterly spreadsheet agrees to hours recorded in the KRONOS system. • Record grant wages using the pay rate at the beginning of the quarter if recorded on a quarterly basis or use pay rates for each pay period if recorded on a pay period basis. Explanation of disagreement with audit finding: Management concurs with the auditor’s recommendations. Action taken in response to finding: • Document the audit process in a formalized SOP and cross train all reviewers from SRGA Admin, Budget, and Fiscal. • Create a checklist to accompany each personnel draw to ensure that after rates are verified that SRGA Admin certify that no RPAs or pay adjustments were approved during the pay periods reported and if there were, a second pay rate is entered for that draw and hours are split according to accurate rates/dates. • Document the cure process in the SOP to ensure that any errors found after the fact will be corrected with HUD to remain compliant and to ensure that no funds drawn in error are retained. • Include a date verification process prior to submission of the draw to ensure that staff did not duplicate any dates. This verification will be an audit of the Time Tracking Review completed by Admin staff. Ongoing training and coaching will be administered should duplicate entries be found on final draw reports. • Audit of all personnel draws for both allocations of CDBG-DR grants will be completed using the new SOP and verification tools before the end of FY2026. Name of the contact person responsible for corrective action: Nicole Turner, Director Planned completion date for corrective action plan: The above action plan will be implemented immediately; an audit of all personnel draws will be conducted using new process and checklists by the end of FY2026.

Categories

Allowable Costs / Cost Principles HUD Housing Programs Significant Deficiency Matching / Level of Effort / Earmarking

Other Findings in this Audit

  • 1215068 2025-001
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
21.027 CORONAVIRUS STATE AND LOCAL FISCAL RECOVERY FUNDS $41.09M
97.036 DISASTER GRANTS - PUBLIC ASSISTANCE (PRESIDENTIALLY DECLARED DISASTERS) $6.02M
16.710 PUBLIC SAFETY PARTNERSHIP AND COMMUNITY POLICING GRANTS $2.50M
14.267 CONTINUUM OF CARE PROGRAM $2.08M
66.202 CONGRESSIONALLY MANDATED PROJECTS $1.20M
14.239 HOME INVESTMENT PARTNERSHIPS PROGRAM $668,085
21.023 EMERGENCY RENTAL ASSISTANCE PROGRAM $616,044
93.569 COMMUNITY SERVICES BLOCK GRANT $598,936
20.507 FEDERAL TRANSIT FORMULA GRANTS $459,045
20.205 HIGHWAY PLANNING AND CONSTRUCTION $382,923
14.228 COMMUNITY DEVELOPMENT BLOCK GRANTS/STATE'S PROGRAM AND NON-ENTITLEMENT GRANTS IN HAWAII $252,439
97.042 EMERGENCY MANAGEMENT PERFORMANCE GRANTS $153,016
20.106 AIRPORT IMPROVEMENT PROGRAM, INFRASTRUCTURE INVESTMENT AND JOBS ACT PROGRAMS, AND COVID-19 AIRPORTS PROGRAMS $147,538
16.738 EDWARD BYRNE MEMORIAL JUSTICE ASSISTANCE GRANT PROGRAM $119,250
93.568 LOW-INCOME HOME ENERGY ASSISTANCE $116,388
14.218 COMMUNITY DEVELOPMENT BLOCK GRANTS/ENTITLEMENT GRANTS $93,684
14.241 HOUSING OPPORTUNITIES FOR PERSONS WITH AIDS $36,726
14.231 EMERGENCY SOLUTIONS GRANT PROGRAM $20,272
20.513 ENHANCED MOBILITY OF SENIORS AND INDIVIDUALS WITH DISABILITIES $19,726
20.509 FORMULA GRANTS FOR RURAL AREAS AND TRIBAL TRANSIT PROGRAM $16,183
97.067 HOMELAND SECURITY GRANT PROGRAM $13,999
10.664 COOPERATIVE FORESTRY ASSISTANCE $12,397
21.029 CORONAVIRUS CAPITAL PROJECTS FUND $8,611
93.558 TEMPORARY ASSISTANCE FOR NEEDY FAMILIES $5,600
16.742 PAUL COVERDELL FORENSIC SCIENCES IMPROVEMENT GRANT PROGRAM $3,220
97.039 HAZARD MITIGATION GRANT $1,196
20.526 BUSES AND BUS FACILITIES FORMULA, COMPETITIVE, AND LOW OR NO EMISSIONS PROGRAMS $1,130
20.527 PUBLIC TRANSPORTATION EMERGENCY RELIEF PROGRAM $243