Finding 1216947 (2023-003)

Material Weakness Repeat Finding
Requirement
G
Questioned Costs
-
Year
2023
Accepted
2026-06-08

AI Summary

  • Core Issue: Documentation for contributions to the USDA's Foreign Market Development Program was inconsistent and lacked a formal review process.
  • Impacted Requirements: Contributions must meet a 70% expenditure requirement and be verifiable under Uniform Guidance (2 CFR Part 200).
  • Recommended Follow-Up: Establish a formal contributions policy, ensure verifiable documentation, and clarify acceptable reporting with USDA.

Finding Text

Finding 2023-003: Contribution Requirement Documentation Federal Agency: United States Department of Agriculture Federal Program: Foreign Market Development Cooperator Program (FMD) Assistance Listing Number: 10.600 Pass-through Entity, if Applicable: NoneAward Identification Number and Year: F23GXCHSHO, F23GXCHDES, F23GXWWDES, F23GXSTNDS, F22GXEVALU Criteria or Specific Requirement: The 2023 Foreign Market Development Cooperator Program approval letter requires a contribution level of 70% of project expenditures. This amount may include cash, goods, or services provided by U.S. entities in support of LHCA’s FMD program. All contributions must be documented and verifiable by audit. Condition: During the audit, we noted inconsistencies in the documentation supporting reported contributions. Although the Organization ultimately provided a schedule showing how the requirement was met, the underlying support for contributions met by Laboratory and other expenses was in some cases not clearly documented, and lacked a clear review and approval process. The Organization received prior USDA guidance indicating that certain research conducted by the Leather Research Laboratory may qualify as industry contributions if aligned with USDA export promotion activities. However, not all Laboratory activities are allowable under the program. To capture the Laboratory’s contribution, the Organization initially provided a schedule summarizing related revenue as contributions. While using revenue as a basis to estimate and allocate qualifying costs is conceptually reasonable, the approach of reporting revenue alone was not permissible under Uniform Guidance (2 CFR Part 200), as revenue does not represent allowable, verifiable expenditures. Management subsequently provided a listing of actual Laboratory expenses believed to qualify as contributions, illustrating that the required contribution amount was met. Cause: The condition resulted from the absence of a formalized contributions policy and internal control process governing the identification, documentation, and review of allowable contributions. While management relied on general USDA guidance regarding qualifying industry contributions, the Organization did not establish detailed procedures to distinguish allowable from unallowable activities, or to ensure contributions were supported by verifiable expense documentation in accordance with Uniform Guidance. In addition, roles and responsibilities for review and approval were not clearly defined, resulting in inconsistent tracking methodologies and the use of an impermissible revenue-based approach. Effect: Contributions reported to USDA may not meet Uniform Guidance requirements, resulting in noncompliance and potential disallowance. Questioned Costs: None noted, as the Organization ultimately has numerous sources of contributions that illustrate that it met it's requirement, despite the inconsistent tracking and reporting. Context: Our audit procedures consisted of statistical sampling as well as substantive testwork over various samples of expenditures, and were deemed to be representative of the population for the fiscal year under audit. Identification as a Repeat Finding, if Applicable: This is not a repeat finding.Recommendation: We recommend the Organization establish and implement a formal contributions policy and review process to ensure amounts reported comply with Uniform Guidance (2 CFR Part 200) and program requirements. The policy should clearly define allowable contributions activities, require that reported amounts be supported by verifiable and auditable expense documentation (rather than revenue), and outline procedures for consistent tracking of personnel time and other contributions. Management should also implement a documented review and approval process to ensure contributions are accurate, allowable, and properly supported prior to submission. The Organization should also consult with USDA to formally clarify acceptable documentation and reporting requirements for industry contributions associated with lab activities.

Corrective Action Plan

Views of Responsible Officials and Planned Corrective Actions: LHCA's methodology for qualifying laboratory and affiliated organization expenses as industry in-kind contribution was developed in direct consultation with FAS program officials in June 2023. As documented in LHCA's written summary of that meeting, transmitted to senior FAS program and operations officials including the FMD program officer and acknowledged without objection, FAS validated the eligibility of research, marketing, policy, and technical expenses funded through industry funds, focused on target markets, and connected to UES activities. LHCA was acting on direct FAS guidance, not making unsupported determinations, and that documentation is available for the auditor's review. The revenue figures that appeared in LHCA's contribution documentation served as an allocation methodology, a proportional basis for determining what share of multi-purpose expenses relates to export promotion, not as the contribution itself. The actual contribution claimed consisted of underlying expenses allocated using that methodology. LHCA acknowledges that this methodology was not clearly labeled in the documentation provided to auditors, and will revise its documentation format to clearly distinguish the allocation calculation from the contribution amount claimed, ensuring the two are not conflated in future reviews. LHCA will formalize its contribution tracking procedures with a written policy document that defines eligible activities consistent with FAS guidance, specifies the allocation methodology and its basis, and requires that all claimed contribution be supported by verifiable expense documentation consistent with the hierarchy established in FMD §1484.33(f) and the cost principles in 2 CFR Part 200 Subpart E. A documented review and approval process will be implemented to ensure contribution amounts are accurate, allowable, and properly supported prior to submission.

Categories

Subrecipient Monitoring Allowable Costs / Cost Principles Reporting Internal Control / Segregation of Duties

Other Findings in this Audit

  • 1216945 2023-001
    Material Weakness Repeat
  • 1216946 2023-002
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
10.601 MARKET ACCESS PROGRAM $1.28M
10.600 FOREIGN MARKET DEVELOPMENT COOPERATOR PROGRAM $858,681
10.603 EMERGING MARKETS PROGRAM $30,341