Finding 25855 (2022-002)

Significant Deficiency
Requirement
N
Questioned Costs
-
Year
2022
Accepted
2022-12-08
Audit: 21856
Organization: Payne Theological Seminary (OH)

AI Summary

  • Core Issue: The Seminary failed to refund credit balances from federal funds to students within the required 14-day period.
  • Impacted Requirements: This finding violates the Department of Education regulations outlined in 34 CFR 668.164(e).
  • Recommended Follow-Up: Implement a process to ensure timely refunds and obtain authorization forms from students for holding refunds.

Finding Text

2022-002: Student Refund of Credit Balances within 14 Days Federal Agency: Department of Education Federal Program: Student Financial Assistance Cluster CFDA Numbers: 84.268 ? Federal Direct Loan Program Award Period: July 1, 2021 to June 30, 2022 Type of Finding: Significant Deficiency in Internal Control over Compliance and Other Matters Criteria or Specific Requirement: The Code of Federal Regulations, 34 CFR 668.164(e) states that whenever an institution disburses title IV, HEA program funds by crediting a student?s account and the total amount of all title IV, HEA program funds credited exceeds the amount of tuition and fees, room and board, and other authorized charges the institution assessed the student, the institution must pay the resulting credit balance directly to the student or parent as soon as possible but? (1) No later than 14 days after the balance occurred if the credit balance occurred after the first day of class of a payment period; or (2) No later than 14 days after the first day of class of a payment period if the credit balance occurred on or before the first day of class of that payment period. Condition: During our testing, we noted 3 of 14 students tested did not have the credit balance resulting from federal funds refunded within the 14-day period or form indicating waiver on the refunds being held for further charges. Questioned Costs: None Context: During our testing it was noted that the Seminary failed to refund students within the 14-day period. Cause: The Seminary did not post adjustments to student accounts within the correct time period nor did they receive a waiver form from the students indicating they can hold the refund until future charges on the student account. Effect: The Seminary did not refund students within 14 days for credit balances that arose from federal funds as required by Department of Education regulations. Repeat Finding: No Recommendation: We recommend the Seminary implement a process to ensure they are refunding students credit balances within 14 days. If the Seminary continues their refund practice, we recommend they have an authorization form for every student. Views of Responsible Officials: There is no disagreement with the audit finding.

Corrective Action Plan

2022-002 Student Financial Aid Cluster - CFDA No. 84.268 Recommendation: We recommend the Seminary review its procedures around reporting to COD to ensure timely and accurate reporting. Explanation of disagreement with audit finding: There is no disagreement with the audit finding. Action taken in response to finding: The Seminary will send multiple Title IV Form notices throughout the academic year. Regular reviews will be conducted regarding enrolled students and completed Title IV forms and outreach will occur for any students receiving financial aid that do not have a completed Title IV Form on file. Any students without a Title IV Form will receive a refund within the 14 day period until the Title IV Form has been secured. Name(s) of the contact person(s) responsible for corrective action: Maryjo Lewis, Registrar Planned completion date for corrective action plan: June 30, 2023

Categories

Student Financial Aid Matching / Level of Effort / Earmarking Internal Control / Segregation of Duties Significant Deficiency

Other Findings in this Audit

  • 25854 2022-001
    Significant Deficiency Repeat
  • 602296 2022-001
    Significant Deficiency Repeat
  • 602297 2022-002
    Significant Deficiency

Programs in Audit

ALN Program Name Expenditures
84.268 Federal Direct Loan Program $1.47M
84.425N Heerf Strengthening Institutions $195,844