Finding 30743 (2022-002)

Material Weakness
Requirement
C
Questioned Costs
-
Year
2022
Accepted
2023-10-01

AI Summary

  • Core Issue: Lack of internal controls over cash management, leading to potential inaccuracies in reimbursement requests.
  • Impacted Requirements: Non-compliance with Section 200.303 of the Uniform Guidance regarding effective internal controls for federal awards.
  • Recommended Follow-Up: Implement internal controls to verify expenses are paid before reimbursement requests and ensure documentation of reviews is maintained.

Finding Text

Finding 2022-002 ? Internal Control Deficiency Cash Management Identification of the federal program: Federal Grantor: United States Department of Health and Human Services Assistance Listing No.: 93.048 Program Name: Special Programs for the Aging, Title IV, and Title II, Discretionary Projects Criteria or Specific Requirement (including statutory, regulatory or other citation): Section 200.303 of the Uniform Guidance states the following regarding internal control: ?The non-Federal entity must: (a) Establish and maintain effective internal control over the Federal award that provides reasonable assurance that the non-Federal entity is managing the Federal award in compliance with Federal statutes, regulations, and the terms and conditions of the Federal award. These internal controls should be in compliance with 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). Condition: There is no evidence of internal controls in place to ensure that requests for reimbursement are based on expenses paid for by AdviseWell. Cause: Controls were not designed to properly to ensure the monthly cash draw downs were complete and accurate and based on expenses that were paid for by AdviseWell. Effect or potential effect: Inaccurate requests for reimbursement could occur. Questioned Costs: None. Context: A monthly profit and loss statement is generated for each grant within the program. This monthly statement is used to make the monthly request for reimbursement. There is no documentation evidencing that the monthly profit and loss statement is reviewed. Additionally, there is no process in place to ensure that the expenditures have been paid for prior to requesting reimbursement. Identification as a repeat finding, if applicable: Not a repeat finding Recommendation: AdviseWell should implement internal controls to ensure expense are paid for prior to requesting reimbursement and that any inputs used in the request for reimbursement are reviewed and evidence of that review is retained. View of Responsible Officials: Management agrees with the finding. Controls will be implemented and documentation retained to ensure cash management drawdowns are complete and accurate and based upon expenses paid for by the Organization.

Corrective Action Plan

Finding 2022-002: Internal Control Deficiency Cash Management Federal Grantor: United States Department of Health and Human Services Assistance Listing No.: 93.048, Special Programs for the Aging, Title IV, and Title II, Discretionary Projects Summary of Finding: There is no evidence of internal controls in place to ensure that requests for reimbursement are based on expenses paid for by AdviseWell. Corrective Action Plan: Internal controls will be implemented to ensure drawdowns are made on expenses paid for by AdviseWell and not on unpaid obligated funds before proceeding by having a secondary review by appropriate staff. Documentation will be maintained to support those payments preceded drawdowns and secondary review has been completed. Management will ensure all duties are appropriately segregated. Responsible Party: Sonja Landry, Executive Director Anticipated Completion Date: December 31, 2023

Categories

Cash Management Internal Control / Segregation of Duties

Other Findings in this Audit

  • 30742 2022-001
    Material Weakness
  • 30744 2022-003
    Material Weakness
  • 30745 2022-005
    Material Weakness
  • 607184 2022-001
    Material Weakness
  • 607185 2022-002
    Material Weakness
  • 607186 2022-003
    Material Weakness
  • 607187 2022-005
    Material Weakness

Programs in Audit

ALN Program Name Expenditures
93.048 Special Programs for the Aging_title Iv_and Title Ii_discretionary Projects $1.30M