Finding 369278 (2021-024)

Material Weakness Repeat Finding
Requirement
L
Questioned Costs
-
Year
2021
Accepted
2024-02-15
Audit: 290538
Organization: Saint Augustine's University (NC)
Auditor: Bdo USA PC

AI Summary

  • Core Issue: The University failed to report certain student disbursements to the Common Origination and Disbursement (COD) system within the required 15-day timeframe, and some loan proceeds were disbursed without a legally enforceable promissory note.
  • Impacted Requirements: Non-compliance with COD reporting requirements could lead to improper awards of student funds, affecting both Federal Pell Grant and Federal Direct Student Loan programs.
  • Recommended Follow-Up: Enhance internal controls and procedures for disbursement record submissions, utilizing the new ERP tool, Ellucian Colleague, to ensure timely and accurate reporting to COD.

Finding Text

Program Information: Federal Pell Grant Program (ALN 84.063) and Federal Direct Student Loan Program (ALN 84.268) Criteria or Specific Requirement (Including Statutory, Regulatory or Other Citation): L. Reporting – Common Origination and Disbursement System Reporting: Institutions submit Federal Direct Loan Program, Federal Pell Grant Program, and TEACH Grant origination records and disbursement records to the Common Origination and Disbursement (COD) system. Origination records can be sent well in advance of any disbursements, as early as the institution chooses to submit them for any student the institution reasonably believes will be eligible for a payment. An institution follows up with a disbursement record for that student no earlier than (1) seven calendar days prior to the disbursement date under the Advance or Heightened Cash Monitoring 1 payment methods, or (2) the date of the disbursement under the Reimbursement or Heightened Cash Monitoring 2 Payment Method. The disbursement record reports the actual disbursement date and the amount of the disbursement. The U.S. Department of Education (the “ED”) processes origination and/or disbursement records and returns acknowledgments to the institution. The acknowledgments identify the processing status of each record: Rejected, Accepted with Corrections, or Accepted. Institutions must report student disbursement data within 15 calendar days after the institution makes a disbursement or becomes aware of the need to make an adjustment to previously reported student disbursement data or expected student disbursement data. Institutions may do this by reporting once every 15 calendar days, bi-weekly or weekly, or may set up their own system to ensure that changes are reported in a timely manner. Condition: Certain student disbursements were not reported to COD within 15 calendar days as required. Additionally, during an examination of Federal Direct Student Loan disbursement records, instances in which loan proceeds were disbursed prior to having obtained a legally enforceable promissory note were identified. Cause: Lack of internal controls and administrative oversight. Effect or Potential Effect: The University is not in compliance with COD reporting requirements. Failure to submit and update COD records in a timely manner could result in improper awards of student funds. Questioned Costs: None. Context: We noted the following exceptions: • For 7 of 60 Federal Pell Grant origination records tested, verification status code was not accurately reported to COD. • For 11 of 60 Federal Pell Grant origination records tested, enrollment date was not accurately reported to COD. • For 30 of 60 Federal Pell Grant disbursement records tested, the University did not report the disbursements to COD within the required time frame. • For 42 of 60 Federal Direct Student Loan disbursement records tested, the University did not report the disbursements to COD within the required time frame. • For 2 of 25 Federal Direct Student Loan disbursement records tested, the University disbursed loan proceeds without having obtained a legally enforceable promissory note. Repeat Finding: This is a repeat finding from prior year. This was reported as Finding 2020-007 in the prior year schedule of findings and questioned costs. Recommendation: We recommend the University enhance its procedures and internal controls over disbursement record submissions to ensure timely reporting to COD. Views of Responsible Officials and Planned Corrective Actions: Primarily the University implemented a robust ERP tool Ellucian Colleague that will assist in the administration and management of Title IV programs. COD processes are run through Colleague's CODE (Common Originators Disbursement Ellucian) system, which is used to send origination requests and disbursement information for Pell and Federal loans to COD. Funds are transmitted to a student's account through a two-part process run between the Financial Aid Office (FAO) and the Business Office. The Finanical Aid Office is responsible for sending loan originations and disbursments to COD within 15 days. The data extraction process will be more consistent using the workflows provided by the new ERP system.

Corrective Action Plan

Name of Responsible Individual: Denise Hicks-Mial, Director, Office of Financial Aid and Scholarships Corrective Action: Primarily the University implemented a robust ERP tool Ellucian Colleague that will assist in the administration and management of Title IV programs. COD processes are run through Colleague's CODE (Common Originators Disbursement Ellucian) system, which is used to send origination requests and disbursement information for Pell and Federal loans to COD. Funds are transmitted to a student's account through a two-part process run between the Financial Aid Office (FAO) and the Business Office. The Finanical Aid Office is responsible for sending loan originations and disbursments to COD within 15 days. The data extraction process will be more consistent using the workflows provided by the new ERP system. Anticipated Completion Date: December 31, 2023

Categories

Student Financial Aid Subrecipient Monitoring Cash Management Reporting Matching / Level of Effort / Earmarking Internal Control / Segregation of Duties

Other Findings in this Audit

  • 369244 2021-015
    Material Weakness
  • 369245 2021-016
    Material Weakness
  • 369246 2021-017
    Material Weakness Repeat
  • 369247 2021-021
    Material Weakness Repeat
  • 369248 2021-025
    Material Weakness Repeat
  • 369249 2021-015
    Material Weakness
  • 369250 2021-016
    Material Weakness
  • 369251 2021-017
    Material Weakness Repeat
  • 369252 2021-026
    Material Weakness Repeat
  • 369253 2021-027
    Material Weakness Repeat
  • 369254 2021-015
    Material Weakness
  • 369255 2021-016
    Material Weakness
  • 369256 2021-017
    Material Weakness Repeat
  • 369257 2021-018
    Material Weakness Repeat
  • 369258 2021-021
    Material Weakness Repeat
  • 369259 2021-025
    Material Weakness Repeat
  • 369260 2021-015
    Material Weakness
  • 369261 2021-016
    Material Weakness
  • 369262 2021-017
    Material Weakness Repeat
  • 369263 2021-026
    Material Weakness Repeat
  • 369264 2021-015
    Material Weakness
  • 369265 2021-016
    Material Weakness
  • 369266 2021-017
    Material Weakness Repeat
  • 369267 2021-026
    Material Weakness Repeat
  • 369268 2021-015
    Material Weakness
  • 369269 2021-016
    Material Weakness
  • 369270 2021-017
    Material Weakness Repeat
  • 369271 2021-026
    Material Weakness Repeat
  • 369272 2021-015
    Material Weakness
  • 369273 2021-016
    Material Weakness
  • 369274 2021-017
    Material Weakness Repeat
  • 369275 2021-018
    Material Weakness Repeat
  • 369276 2021-019
    Material Weakness Repeat
  • 369277 2021-021
    Material Weakness Repeat
  • 369279 2021-025
    Material Weakness Repeat
  • 369280 2021-015
    Material Weakness
  • 369281 2021-016
    Material Weakness
  • 369282 2021-017
    Material Weakness Repeat
  • 369283 2021-018
    Material Weakness Repeat
  • 369284 2021-019
    Material Weakness Repeat
  • 369285 2021-020
    - Repeat
  • 369286 2021-021
    Material Weakness Repeat
  • 369287 2021-022
    Material Weakness Repeat
  • 369288 2021-023
    Material Weakness Repeat
  • 369289 2021-024
    Material Weakness Repeat
  • 369290 2021-025
    - Repeat
  • 369291 2021-015
    Material Weakness
  • 369292 2021-016
    Material Weakness
  • 369293 2021-017
    Material Weakness Repeat
  • 369294 2021-026
    Material Weakness Repeat
  • 369295 2021-015
    Material Weakness
  • 369296 2021-016
    Material Weakness
  • 369297 2021-017
    Material Weakness Repeat
  • 369298 2021-026
    Material Weakness Repeat
  • 369299 2021-015
    Material Weakness
  • 369300 2021-016
    Material Weakness
  • 369301 2021-017
    Material Weakness Repeat
  • 369302 2021-026
    Material Weakness Repeat
  • 369303 2021-015
    Material Weakness
  • 369304 2021-016
    Material Weakness
  • 369305 2021-017
    Material Weakness Repeat
  • 369306 2021-026
    Material Weakness Repeat
  • 945686 2021-015
    Material Weakness
  • 945687 2021-016
    Material Weakness
  • 945688 2021-017
    Material Weakness Repeat
  • 945689 2021-021
    Material Weakness Repeat
  • 945690 2021-025
    Material Weakness Repeat
  • 945691 2021-015
    Material Weakness
  • 945692 2021-016
    Material Weakness
  • 945693 2021-017
    Material Weakness Repeat
  • 945694 2021-026
    Material Weakness Repeat
  • 945695 2021-027
    Material Weakness Repeat
  • 945696 2021-015
    Material Weakness
  • 945697 2021-016
    Material Weakness
  • 945698 2021-017
    Material Weakness Repeat
  • 945699 2021-018
    Material Weakness Repeat
  • 945700 2021-021
    Material Weakness Repeat
  • 945701 2021-025
    Material Weakness Repeat
  • 945702 2021-015
    Material Weakness
  • 945703 2021-016
    Material Weakness
  • 945704 2021-017
    Material Weakness Repeat
  • 945705 2021-026
    Material Weakness Repeat
  • 945706 2021-015
    Material Weakness
  • 945707 2021-016
    Material Weakness
  • 945708 2021-017
    Material Weakness Repeat
  • 945709 2021-026
    Material Weakness Repeat
  • 945710 2021-015
    Material Weakness
  • 945711 2021-016
    Material Weakness
  • 945712 2021-017
    Material Weakness Repeat
  • 945713 2021-026
    Material Weakness Repeat
  • 945714 2021-015
    Material Weakness
  • 945715 2021-016
    Material Weakness
  • 945716 2021-017
    Material Weakness Repeat
  • 945717 2021-018
    Material Weakness Repeat
  • 945718 2021-019
    Material Weakness Repeat
  • 945719 2021-021
    Material Weakness Repeat
  • 945720 2021-024
    Material Weakness Repeat
  • 945721 2021-025
    Material Weakness Repeat
  • 945722 2021-015
    Material Weakness
  • 945723 2021-016
    Material Weakness
  • 945724 2021-017
    Material Weakness Repeat
  • 945725 2021-018
    Material Weakness Repeat
  • 945726 2021-019
    Material Weakness Repeat
  • 945727 2021-020
    - Repeat
  • 945728 2021-021
    Material Weakness Repeat
  • 945729 2021-022
    Material Weakness Repeat
  • 945730 2021-023
    Material Weakness Repeat
  • 945731 2021-024
    Material Weakness Repeat
  • 945732 2021-025
    - Repeat
  • 945733 2021-015
    Material Weakness
  • 945734 2021-016
    Material Weakness
  • 945735 2021-017
    Material Weakness Repeat
  • 945736 2021-026
    Material Weakness Repeat
  • 945737 2021-015
    Material Weakness
  • 945738 2021-016
    Material Weakness
  • 945739 2021-017
    Material Weakness Repeat
  • 945740 2021-026
    Material Weakness Repeat
  • 945741 2021-015
    Material Weakness
  • 945742 2021-016
    Material Weakness
  • 945743 2021-017
    Material Weakness Repeat
  • 945744 2021-026
    Material Weakness Repeat
  • 945745 2021-015
    Material Weakness
  • 945746 2021-016
    Material Weakness
  • 945747 2021-017
    Material Weakness Repeat
  • 945748 2021-026
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
84.268 Federal Direct Student Loans $6.63M
84.063 Federal Pell Grant Program $3.76M
84.031 Higher Education_institutional Aid $2.17M
84.425 Education Stabilization Fund $1.78M
84.007 Federal Supplemental Educational Opportunity Grants $1.12M
84.047 Trio_upward Bound $771,898
84.044 Trio_talent Search $552,558
84.033 Federal Work-Study Program $536,970
84.938 Disaster Recovery Assistance for Education $295,188
84.042 Trio_student Support Services $280,096
47.076 Education and Human Resources $51,642
15.904 Historic Preservation Fund Grants-in-Aid $1,450