Finding 1221604 (2024-047)

Material Weakness Repeat Finding
Requirement
N
Questioned Costs
-
Year
2024
Accepted
2026-06-30

AI Summary

  • Core Issue: ADSEF lacks updated written reconciliation procedures for EBT transactions, leading to potential errors and compliance risks.
  • Impacted Requirements: Internal controls over Federal awards are inadequate, violating 2 CFR §200.303 (a) and related standards.
  • Recommended Follow-Up: Develop updated reconciliation procedures, clarify roles and responsibilities, and provide staff training on compliance and internal controls.

Finding Text

FINDING REFERENCE NUMBER 2024-047 (See Finding Reference Number 2024-019) FEDERAL PROGRAM (ALN – 10.566) NUTRITION ASSISTANCE FOR PUERTO RICO U.S. DEPARTMENT OF AGRICULTURE AWARD NUMBERS 231PR426S7003/4 (Federal Award Year: 10/1/2022 through – 9/30/2023); 241PR426S7003/4 (Federal Award Year: 10/1/2023 through – 9/30/2024) ADMINISTRATION ADMINISTRATION FOR SOCIOECONOMIC DEVELOPMENT OF THE FAMILY (ADSEF, BY ITS SPANISH ACRONYM) COMPLIANCE REQUIREMENT SPECIAL TESTS & PROVISIONS – EBT RECONCILIATION TYPE OF FINDING INTERNAL CONTROL AND COMPLIANCE – MATERIAL WEAKNESS AND MATERIAL NONCOMPLIANCE CRITERIA In accordance with Compliance Supplement and the State Plan, the EBT services provider makes payments to authorized retailers, network, third party providers, and financial institutions on behalf of the Government of Puerto Rico for benefits accessed and distributed to recipients daily. The EBT services provider is reimbursed as authorized by the Popular Bank of Puerto Rico (PBPR). Payments are recorded and compared to the Daily Activity File and Daily Payments Summary File prepared by the EBT services provider for the Department of the Family. EBT system reports provide these and other standardized computer reports as well as ad hoc access to EBT system data to perform the following key reconciliation: 1) Benefits authorized = benefits posted. 2) Benefits accessed by recipients (net EBT account debits/credits) = benefit amount transactions approved by the EBT services provider. 3) Net EBT account debits/credits = amount paid to merchants and financial institutions, “+/-” authorized adjustments. 4) Amount paid to merchants and financial institutions = funds requested by the EBT services provider, “+/-” authorized adjustments. The 2 CFR §200.303 (a) establish, document, and maintain effective internal control over the Federal award that provides reasonable assurance that the recipient or subrecipient is managing the Federal award in compliance with Federal statutes, regulations, and the terms and conditions of the Federal award. These internal controls should align with the 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). STATEMENT OF CONDITION As part of our audit of compliance with the EBT reconciliation requirements for the fiscal year ended June 30, 2024, we identified the following deficiencies: • ADSEF was unable to provide updated written reconciliation procedures or manuals. They provided a manual from 2012, which was not updated with the data currently used. • No evidence was provided to show that EBT benefits were reconciled or matched to Federal drawdowns (SF-425 or PMS). QUESTIONED COSTS None. PERSPECTIVE INFORMATION This deficiency is a systemic problem. Procedures and internal controls manuals should provide for and ensure the segregation of duties, training, and the reconciliation of financial information reported to Federal agencies against the accounting records. STATEMENT OF CAUSE ADSEF deficiencies stem from the absence of formal updated written reconciliation procedures, inadequate internal controls over EBT operations, lack of staff training, and unclear assignment of responsibilities related to reconciliation and oversight. POSSIBLE ASSERTED EFFECT ADSEF lack of updated written reconciliation process increases the risk of undetected errors or irregularities in EBT transactions, potential misstatements in Federal financial reports, and unaccounted variances between Federal funding and benefit disbursements. It also limits the agency’s ability to monitor program performance and meet audit and compliance obligations. IDENTIFICATION OF REPEAT FINDING This is a repeat of a finding reported in the prior audit as Finding Numbers is 2023-026/2023-057. RECOMMENDATIONS We recommend ADSEF develop and implement updated formal, written reconciliation procedures, clearly outlining roles, responsibilities, and the frequency of reconciliations. Additionally, we advise providing staff with comprehensive training on reconciliation protocols and internal control requirements to ensure consistency and compliance.

Corrective Action Plan

VIEWS OF RESPONSIBLE OFFICIALS ADSEF is committed to establishing a comprehensive internal control framework for EBT operations. We are prioritizing the development of current, formal written procedures, the implementation of a rigorous supervisory review cycle, and the enforcement of mandatory training to ensure that all EBT transactions are fully reconciled, documented, and compliant with federal requirements. Action Steps: 1. ERP-Driven Reconciliation - Configure the ERP system to automatically ingest and reconcile EBT Daily Activity and Payment Summary files against federal drawdowns (PMS/SF-425) and General Ledger expenditure records. 2. Updated Procedures Manual - Develop and approve a new "EBT Reconciliation Procedures Manual" that integrates the ERP's automated workflows, superseding the 2012 document and establishing frequency, roles, and oversight. 3. ERP Variance Reporting - Utilize the ERP to generate "Exception Reports" for any unmatched transactions between EBT disbursements and federal drawdowns. 4. Staff Training & ERP Integration - Execute mandatory training for all staff on the ERP’s automated reconciliation capabilities and the new standardized SOPs for verifying EBT settlement accuracy. IMPLEMENTATION DATE During Fiscal Year 2026-2027 RESPONSIBLE PERSON Eddie J. Burgos Auxiliary Administrator for Finance and Budget Carlos Martinez Colón Finance Director Vanessa Ayala Gerena Director of Budget

Categories

Internal Control / Segregation of Duties Reporting Special Tests & Provisions Subrecipient Monitoring

Other Findings in this Audit

  • 1221540 2024-020
    Material Weakness Repeat
  • 1221541 2024-021
    Material Weakness Repeat
  • 1221542 2024-022
    Material Weakness Repeat
  • 1221543 2024-023
    Material Weakness Repeat
  • 1221544 2024-023
    Material Weakness Repeat
  • 1221545 2024-023
    Material Weakness Repeat
  • 1221546 2024-023
    Material Weakness Repeat
  • 1221547 2024-024
    Material Weakness Repeat
  • 1221548 2024-024
    Material Weakness Repeat
  • 1221549 2024-025
    Material Weakness Repeat
  • 1221550 2024-025
    Material Weakness Repeat
  • 1221551 2024-026
    Material Weakness Repeat
  • 1221552 2024-027
    Material Weakness Repeat
  • 1221553 2024-028
    Material Weakness Repeat
  • 1221554 2024-029
    Material Weakness Repeat
  • 1221555 2024-030
    Material Weakness Repeat
  • 1221556 2024-030
    Material Weakness Repeat
  • 1221557 2024-030
    Material Weakness Repeat
  • 1221558 2024-030
    Material Weakness Repeat
  • 1221559 2024-031
    Material Weakness Repeat
  • 1221560 2024-032
    Material Weakness Repeat
  • 1221561 2024-033
    Material Weakness Repeat
  • 1221562 2024-034
    Material Weakness Repeat
  • 1221563 2024-035
    Material Weakness Repeat
  • 1221564 2024-035
    Material Weakness Repeat
  • 1221565 2024-035
    Material Weakness Repeat
  • 1221566 2024-035
    Material Weakness Repeat
  • 1221567 2024-035
    Material Weakness Repeat
  • 1221568 2024-035
    Material Weakness Repeat
  • 1221569 2024-035
    Material Weakness Repeat
  • 1221570 2024-035
    Material Weakness Repeat
  • 1221571 2024-035
    Material Weakness Repeat
  • 1221572 2024-035
    Material Weakness Repeat
  • 1221573 2024-035
    Material Weakness Repeat
  • 1221574 2024-035
    Material Weakness Repeat
  • 1221575 2024-035
    Material Weakness Repeat
  • 1221576 2024-036
    Material Weakness Repeat
  • 1221577 2024-036
    Material Weakness Repeat
  • 1221578 2024-036
    Material Weakness Repeat
  • 1221579 2024-036
    Material Weakness Repeat
  • 1221580 2024-036
    Material Weakness Repeat
  • 1221581 2024-036
    Material Weakness Repeat
  • 1221582 2024-036
    Material Weakness Repeat
  • 1221583 2024-036
    Material Weakness Repeat
  • 1221584 2024-036
    Material Weakness Repeat
  • 1221585 2024-036
    Material Weakness Repeat
  • 1221586 2024-036
    Material Weakness Repeat
  • 1221587 2024-036
    Material Weakness Repeat
  • 1221588 2024-036
    Material Weakness Repeat
  • 1221589 2024-037
    Material Weakness Repeat
  • 1221590 2024-038
    Material Weakness Repeat
  • 1221591 2024-038
    Material Weakness Repeat
  • 1221592 2024-038
    Material Weakness Repeat
  • 1221593 2024-038
    Material Weakness Repeat
  • 1221594 2024-039
    Material Weakness Repeat
  • 1221595 2024-040
    Material Weakness Repeat
  • 1221596 2024-041
    Material Weakness Repeat
  • 1221597 2024-042
    Material Weakness Repeat
  • 1221598 2024-043
    Material Weakness Repeat
  • 1221599 2024-044
    Material Weakness Repeat
  • 1221600 2024-044
    Material Weakness Repeat
  • 1221601 2024-045
    Material Weakness Repeat
  • 1221602 2024-046
    Material Weakness Repeat
  • 1221603 2024-046
    Material Weakness Repeat
  • 1221605 2024-048
    Material Weakness Repeat
  • 1221606 2024-048
    Material Weakness Repeat
  • 1221607 2024-048
    Material Weakness Repeat
  • 1221608 2024-049
    Material Weakness Repeat
  • 1221609 2024-050
    Material Weakness Repeat
  • 1221610 2024-051
    Material Weakness Repeat
  • 1221611 2024-052
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
93.575 CHILD CARE AND DEVELOPMENT BLOCK GRANT $92.49M
93.596 CHILD CARE MANDATORY AND MATCHING FUNDS OF THE CHILD CARE AND DEVELOPMENT FUND $56.25M
93.658 FOSTER CARE TITLE IV-E $52.54M
93.568 LOW-INCOME HOME ENERGY ASSISTANCE $30.11M
10.542 PANDEMIC EBT FOOD BENEFITS $29.17M
93.558 TEMPORARY ASSISTANCE FOR NEEDY FAMILIES $28.11M
93.560 PAYMENTS TO TERRITORIES €“ ADULTS $26.26M
93.563 CHILD SUPPORT SERVICES $25.32M
93.667 SOCIAL SERVICES BLOCK GRANT $17.75M
96.001 SOCIAL SECURITY DISABILITY INSURANCE $13.48M
21.027 CORONAVIRUS STATE AND LOCAL FISCAL RECOVERY FUNDS $6.43M
93.659 ADOPTION ASSISTANCE $4.37M
10.568 EMERGENCY FOOD ASSISTANCE PROGRAM (ADMINISTRATIVE COSTS) $4.35M
93.556 MARYLEE ALLEN PROMOTING SAFE AND STABLE FAMILIES PROGRAM $3.38M
14.231 EMERGENCY SOLUTIONS GRANT PROGRAM $3.12M
93.645 STEPHANIE TUBBS JONES CHILD WELFARE SERVICES PROGRAM $3.02M
97.036 DISASTER GRANTS - PUBLIC ASSISTANCE (PRESIDENTIALLY DECLARED DISASTERS) $2.87M
93.671 FAMILY VIOLENCE PREVENTION AND SERVICES/DOMESTIC VIOLENCE SHELTER AND SUPPORTIVE SERVICES $2.36M
93.356 HEAD START DISASTER RECOVERY $1.81M
93.747 ELDER ABUSE PREVENTION INTERVENTIONS PROGRAM $1.30M
93.434 EVERY STUDENT SUCCEEDS ACT/PRESCHOOL DEVELOPMENT GRANTS $1.24M
93.600 HEAD START $941,560
93.590 COMMUNITY-BASED CHILD ABUSE PREVENTION GRANTS $829,081
93.497 FAMILY VIOLENCE PREVENTION AND SERVICES/ SEXUAL ASSAULT/RAPE CRISIS SERVICES AND SUPPORTS $712,602
93.090 GUARDIANSHIP ASSISTANCE $691,532
10.566 NUTRITION ASSISTANCE FOR PUERTO RICO $686,567
93.674 JOHN H. CHAFEE FOSTER CARE PROGRAM FOR SUCCESSFUL TRANSITION TO ADULTHOOD $656,571
10.565 COMMODITY SUPPLEMENTAL FOOD PROGRAM $628,994
93.669 CHILD ABUSE AND NEGLECT STATE GRANTS $492,642
10.558 CHILD AND ADULT CARE FOOD PROGRAM $467,546
10.649 PANDEMIC EBT ADMINISTRATIVE COSTS $364,443
93.643 CHILDREN'S JUSTICE GRANTS TO STATES $300,072
14.267 CONTINUUM OF CARE PROGRAM $299,310
93.499 LOW INCOME HOUSEHOLD WATER ASSISTANCE PROGRAM $295,355
93.599 CHAFEE EDUCATION AND TRAINING VOUCHERS PROGRAM (ETV) $172,527
93.489 CHILD CARE DISASTER RELIEF $102,530
93.597 GRANTS TO STATES FOR ACCESS AND VISITATION PROGRAMS $18,065