Finding 1219608 (2025-001)

Material Weakness Repeat Finding
Requirement
L
Questioned Costs
-
Year
2025
Accepted
2026-06-26

AI Summary

  • Core Issue: Financial status and expenditure reports for major programs were submitted late, violating grant contract requirements.
  • Impacted Requirements: Reports must be submitted within 30 days post-reporting period; significant delays were noted across all programs.
  • Recommended Follow-Up: Establish a strict reporting calendar, cross-train staff, ensure monthly reviews by the Executive Director, and track submission dates on a dashboard.

Finding Text

Finding 2025-001 - Untimely Submission of Financial Status and Expenditure Reports, All Major Programs (Repeat) Programs: Ryan White HIV/AIDS (ALN 93.917, $3,137,317); HOPWA (ALN 14.241, $1,851,237); HIV State Services (HHS001317000004, $2,889,482); LIHEAP/CEAP (ALN 93.568, $485,959; contracts 58240004035 and 58940004183); Regional Solid Waste, TCEQ ($214,792) Compliance Requirement: L - Reporting Classification: Significant Deficiency in internal control over compliance; Noncompliance Criteria: Grant contracts require financial status reports and expenditure reports to be submitted within 30 days after each reporting period end (monthly for Ryan White, HOPWA, State Services, and CEAP; quarterly for TCEQ). Condition: Late submissions occurred across all five major programs: Ryan White, 11 of 12 monthly B-13 reports late (average 37.8 days; worst April 2025 at 62 days); HOPWA, 11 of 12 late (average 37.8 days; worst August 2025 at 52 days); State Services, 10 of 12 monthly reports late (average 8.5 days; worst August 2025 at 22 days); CEAP contract 58240004035, 10 of 10 late (average 67 days; worst April 2025 at 103 days); CEAP IIJA contract 58940004183, 10 of 10 late (average 59 days; worst January 2025 at 101 days); TCEQ, 3 of 4 quarterly reports late (fourth quarter at 77 days). Cause: The Finance Director prepares all financial status reports for all programs. The FSR submission calendar implemented as the prior-year corrective action was not operating effectively, and resource constraints exist in a single-person finance preparation function. Effect: Grantor agencies received required financial reports late, impairing their ability to monitor award status, and creating risk of payment delays, award withholding, and high-risk designation consequences. Questioned Costs: None. Late reporting does not affect the allowability of the underlying expenditures. Repeat Finding: Yes. Repeat of Findings 2024-001 (Ryan White) and 2024-003 (State Services); the condition has expanded to all major programs. Recommendation: Implement a hard financial-report close calendar with preparation deadlines 10 days after each period end; cross-train a second preparer; require Executive Director review of the calendar monthly; and track submission dates against deadlines on a dashboard reviewed at each board finance committee meeting. Views of Responsible Officials and Planned Corrective Action: Management's response is presented in the accompanying Corrective Action Plan.

Corrective Action Plan

Finding 2025-001 - Untimely Submission of Financial Status and Expenditure Reports, All Major Programs Significant Deficiency in Internal Control over Compliance and Noncompliance | Repeat Finding Questioned Costs: None Repeat Finding: Yes - repeat of Findings 2024-001 and 2024-003 Responsible Official(s): Josafat Saldivar, Finance Director (primary); Juan E. Rodriguez, Executive Director (oversight and approval) Anticipated Completion Date: September 30, 2026 Management Response: STDC concurs with the finding. STDC acknowledges that financial status and expenditure reports were submitted late across all major programs during fiscal year 2025. STDC recognizes that the submission calendar implemented as the prior-year corrective action did not operate effectively, in part because financial report preparation depends on a single staff member in the finance function. Corrective Action to Be Taken: STDC will implement a hard financial-report close calendar establishing preparation deadlines no later than 10 days after each reporting period end, with required submission well in advance of each contractual due date. STDC will cross-train a second staff member to prepare financial status reports so that submissions do not depend on a single individual. The Executive Director will review the submission calendar monthly, and STDC will track actual submission dates against contractual deadlines on a monitoring dashboard reviewed at each board finance committee meeting. STDC expects these measures to restore timely reporting across all programs during fiscal year 2026.

Categories

Reporting

Other Findings in this Audit

  • 1219603 2025-001
    Material Weakness Repeat
  • 1219604 2025-001
    Material Weakness Repeat
  • 1219605 2025-001
    Material Weakness Repeat
  • 1219606 2025-001
    Material Weakness Repeat
  • 1219607 2025-001
    Material Weakness Repeat
  • 1219609 2025-002
    Material Weakness Repeat
  • 1219610 2025-002
    Material Weakness Repeat
  • 1219611 2025-002
    Material Weakness Repeat
  • 1219612 2025-002
    Material Weakness Repeat
  • 1219613 2025-002
    Material Weakness Repeat
  • 1219614 2025-002
    Material Weakness Repeat
  • 1219615 2025-002
    Material Weakness Repeat
  • 1219616 2025-002
    Material Weakness Repeat
  • 1219617 2025-002
    Material Weakness Repeat
  • 1219618 2025-002
    Material Weakness Repeat
  • 1219619 2025-002
    Material Weakness Repeat
  • 1219620 2025-002
    Material Weakness Repeat
  • 1219621 2025-002
    Material Weakness Repeat
  • 1219622 2025-002
    Material Weakness Repeat
  • 1219623 2025-002
    Material Weakness Repeat
  • 1219624 2025-002
    Material Weakness Repeat
  • 1219625 2025-002
    Material Weakness Repeat
  • 1219626 2025-002
    Material Weakness Repeat
  • 1219627 2025-002
    Material Weakness Repeat
  • 1219628 2025-002
    Material Weakness Repeat
  • 1219629 2025-002
    Material Weakness Repeat
  • 1219630 2025-002
    Material Weakness Repeat
  • 1219631 2025-002
    Material Weakness Repeat
  • 1219632 2025-002
    Material Weakness Repeat
  • 1219633 2025-002
    Material Weakness Repeat
  • 1219634 2025-002
    Material Weakness Repeat
  • 1219635 2025-002
    Material Weakness Repeat
  • 1219636 2025-002
    Material Weakness Repeat
  • 1219637 2025-002
    Material Weakness Repeat
  • 1219638 2025-002
    Material Weakness Repeat
  • 1219639 2025-002
    Material Weakness Repeat
  • 1219640 2025-002
    Material Weakness Repeat
  • 1219641 2025-002
    Material Weakness Repeat
  • 1219642 2025-002
    Material Weakness Repeat
  • 1219643 2025-002
    Material Weakness Repeat
  • 1219644 2025-002
    Material Weakness Repeat
  • 1219645 2025-002
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
93.917 HIV CARE FORMULA GRANTS $1.39M
93.044 SPECIAL PROGRAMS FOR THE AGING, TITLE III, PART B, GRANTS FOR SUPPORTIVE SERVICES AND SENIOR CENTERS $655,477
93.045 SPECIAL PROGRAMS FOR THE AGING, TITLE III, PART C, NUTRITION SERVICES $583,468
93.052 NATIONAL FAMILY CAREGIVER SUPPORT, TITLE III, PART E $225,118
14.241 HOUSING OPPORTUNITIES FOR PERSONS WITH AIDS $193,720
93.569 COMMUNITY SERVICES BLOCK GRANT $116,455
93.053 NUTRITION SERVICES INCENTIVE PROGRAM $100,675
93.568 LOW-INCOME HOME ENERGY ASSISTANCE $65,358
11.302 ECONOMIC DEVELOPMENT SUPPORT FOR PLANNING ORGANIZATIONS $37,615
97.067 HOMELAND SECURITY GRANT PROGRAM $30,000
93.043 SPECIAL PROGRAMS FOR THE AGING, TITLE III, PART D, DISEASE PREVENTION AND HEALTH PROMOTION SERVICES $29,015
93.747 ELDER ABUSE PREVENTION INTERVENTIONS PROGRAM $10,531
93.324 STATE HEALTH INSURANCE ASSISTANCE PROGRAM $5,497
93.041 SPECIAL PROGRAMS FOR THE AGING, TITLE VII, CHAPTER 3, PROGRAMS FOR PREVENTION OF ELDER ABUSE, NEGLECT, AND EXPLOITATION $4,849
14.228 COMMUNITY DEVELOPMENT BLOCK GRANTS/STATE'S PROGRAM AND NON-ENTITLEMENT GRANTS IN HAWAII $1,743
93.791 MONEY FOLLOWS THE PERSON REBALANCING DEMONSTRATION $707
93.071 MEDICARE ENROLLMENT ASSISTANCE PROGRAM $204