Finding 338 (2023-002)

Significant Deficiency Repeat Finding
Requirement
C
Questioned Costs
-
Year
2023
Accepted
2023-10-16

AI Summary

  • Core Issue: The Center lacks proper internal controls for reconciling grant expenditures, leading to incomplete and inaccurate financial records.
  • Impacted Requirements: Failure to provide detailed listings and accurate reconciliations of expenses may result in incorrect reimbursement requests from funding agencies.
  • Recommended Follow-Up: Implement monthly reconciliations of CCBHC expenses to reimbursement requests, with a review by another employee to ensure accuracy.

Finding Text

Criteria The Center should establish internal controls that enable management and employees to prevent, detect, and correct material misstatements on a timely basis. This includes ongoing monitoring of the accumulation of expenses for which reimbursements are requested under contractual agreements with funding agencies. Condition In testing compliance with contracts and grant agreements related to the CCBHC program, the Center was unable to provide a detailed listing of expenditures charged under the grant nor an accurate reconciliation between grant drawdowns and expenditures. Cause The errors were due to improper internal controls over the monthly reconciliations of grant expenditures to grant budget and drawdowns. The reconciliations that were provided were incomplete and included various formula adjustments and errors, as well as amounts without accurate descriptions. Effect or Potential Effect Because of the lack of monitoring the monthly reconciliations, errors in calculating the reimbursable expenses could result in overpayment or underpayment by the funding agency. Context The Center requested reimbursement for expenses without a detailed and accurate reconciliation of the requested amounts. The adjustments included within the reconciliations may have resulted in certain allowable expenditures not being charged under the grant. The net effect of these issues did not result in a material difference between revenue and expenses for the CCBHC program. Recommendation In order to monitor the status of the CCBHC contract revenues and expenses, we recommend that the Center reconcile the general ledger accounts for CCBHC expenses to the requests for reimbursements on a monthly basis. Additionally, we recommend the reconciliation be reviewed by another employee. This will help prevent errors in reimbursement requests and will simplify future reconciliations.

Corrective Action Plan

The Center will be creating new general ledger accounts that reference the budget categories for the CCBHC grant. Each month there will be a reconciliation performed between the trial balance and amounts submitted to be drawn down for the grant. The expenses included in the general ledger will be reviewed thoroughly to ensure they are allowable expenses. Additionally, all expenses will be coded to the account associated with the category they are budgeted in to allow for easier expense tracking when drawing down funds for the grant.

Categories

Cash Management Subrecipient Monitoring

Other Findings in this Audit

  • 576780 2023-002
    Significant Deficiency Repeat

Programs in Audit

ALN Program Name Expenditures
93.829 Section 223 Demonstration Programs to Improve Community Mental Health Services $1.71M
94.002 Retired and Senior Volunteer Program $94,159
10.558 Child and Adult Care Food Program $51,599
93.778 Medical Assistance Program $14,001
93.958 Block Grants for Community Mental Health Services $11,500
93.048 Special Programs for the Aging_title Iv_and Title Ii_discretionary Projects $5,000
93.667 Social Services Block Grant $171