Finding 2744 (2022-006)

Material Weakness
Requirement
N
Questioned Costs
-
Year
2022
Accepted
2023-11-30
Audit: 4730
Organization: Coal Valley Water District (IL)

AI Summary

  • Core Issue: The district failed to follow USDA requirements for establishing a separate construction account and securing collateral.
  • Impacted Requirements: Non-compliance with the letter of conditions regarding fund management and position fidelity bonds.
  • Recommended Follow-Up: Secure collateral for the construction account, obtain required bonds, and appoint a compliance officer to oversee adherence to these requirements.

Finding Text

USDA Rural Development - Water and Waste Disposal Loans, Loan Guarantees, and Grants ALN 10.770 Federal Award Year 2022 - Material Weakness - Immaterial Non-Compliance - Failure to implement requirements in the letter of conditions provided by USDA related to funding. Criteria: The letter of condition dated July 31, 2017 and reiterated in the letter of condition dated March 11, 2022, provided that the District must establish a separate construction account that meets the requirements of 31 CFR Part 202, and that all funds be deposited into the account. Financial institutions or depositories accepting deposits of public funds are required to pledge adequate, acceptable securites as collateral. All funds in the account will be secured by a collateral pledge equaling at least 100% of the highest amount of funds expected to be deposited in the construction account at any one time. The letter also required position fidelity bonds for all persons entrusted with the receipt and/or disbursement of funds. The minimum coverage for each position to be bonded is to be at least one annual installment on the bond. Condition - The district did not secure collateral for the construction account, deposited bond proceeds into the general fund account which in turn paid for budgeted construction allowed under the federal funding and/or transfered the balance to the construction account. The position fidelity bonds were not obtained. Questioned costs - None. Repeat finding - No. Cause - The district did not assign any staff personnel to oversee compliance with these requirements. Recommendation - The district should immediately secure collateral for the construction account and obtain the required position fidelity bond. Some individual within the district managment, or some external contracted professional, should be appointed as compliance officer with respect to compliance matters not being handled by the district's engineering firm.

Corrective Action Plan

The Treasurer will immediately contact the bank and make arrangements to have the account collateralized, and will access the SAMs system to have all funding deposed into the construction account. The District has requested their insurance provider to add the required position fidelity bonding.

Categories

Material Weakness Matching / Level of Effort / Earmarking

Other Findings in this Audit

  • 2745 2022-007
    Material Weakness
  • 2746 2022-008
    Material Weakness
  • 579186 2022-006
    Material Weakness
  • 579187 2022-007
    Material Weakness
  • 579188 2022-008
    Material Weakness

Programs in Audit

ALN Program Name Expenditures
10.770 Usda Water & Waste Disposal Loans, Loan Guarantees & Grants $4.26M