Finding 372101 (2023-002)

- Repeat Finding
Requirement
L
Questioned Costs
-
Year
2023
Accepted
2024-03-04
Audit: 293383
Organization: Avila University (MO)
Auditor: Forvis LLP

AI Summary

  • Core Issue: The University failed to report accurate Pell and Direct Loan data to the Common Origination and Disbursement (COD).
  • Impacted Requirements: Compliance with 34 CFR 690.83 and related guidance on timely and accurate reporting.
  • Recommended Follow-Up: Implement formal monthly reconciliations and ensure timely submission of records to the COD.

Finding Text

Student Financial Assistance Cluster U.S. Department of Education ALNs 84.268, 84.063 Federal Direct Student Loans - Award Year 2023 Federal Pell Grant Program - Award Year 2023 Criteria or Specific Requirement – Reporting According to 34 CFR 690.83, Dear Colleague Letter Gen 13-13, and Federal Register Volume 84, Number 212, November 1, 2019, an institution must submit Pell and Direct Loan origination records and disbursement records to the Common Origination and Disbursement (COD) in a timely and accurate manner. Condition – The University did not ensure accurate origination and disbursement reporting to the COD. Questioned Costs – None noted. Context – Out of a population of 2,221 students receiving Direct Loan and/or Pell awards during the year, a sample of 40 students were selected for testing. Five errors were noted. There were three instances in which the student's disbursement date was not consistent with the COD, and two instances in which the student's pell award amount was not consistent with the COD. The sample was not, and was not intended to be, a statistically valid sample. Effect – The University did not report the accurate data (e.g., disbursement dates and amounts) to the COD. Cause – Lack of reconciliation of student origination records to data provided to the COD. Identification as a Repeat Finding – Yes, see prior year finding 2022-003 Recommendation – The University should review and update its processes and controls to ensure a formal reconciliation is provided for student origination records to the COD. Views of Responsible Officials and Planned Corrective Actions – Management has overhauled the underlying processes to include formal monthly reconciliations and additional levels of review. Further, the new process requires that Pell and Direct Loan origination and disbursement records are submitted to the COD by the end of the next business day. The newly implemented reconciliation process validates disbursement dates, amounts and COA in the COD.

Corrective Action Plan

Federal Direct Loan and Pell disbursement dates per the University's billing system did not agree with the reported dates per the Common Origination Disbursement (COD) records. Additionally, Pell award amount did not agree between the students' file and COD records. Personnel Responsible for Corrective Action: Tonya Mourning, Chief Financial Officer, and Mike Pepple, Student Financial Services Director. Anticipated Completion Date: Corrective action plan will be implemented by June 30, 2024. Corrective Action Plan: Pell and Direct Loan origination records and disbursement records are submitted to the Common Origination Disbursement (COD) either same business day, or next business day. Formal reconciliation process is now completed every month in order to verify disbursement dates and amounts in COD.

Categories

Student Financial Aid Matching / Level of Effort / Earmarking Reporting

Other Findings in this Audit

Programs in Audit

ALN Program Name Expenditures
84.268 Federal Direct Student Loans $8.47M
84.063 Federal Pell Grant Program $2.71M
84.031 Higher Education_institutional Aid $404,531
84.047 Trio_upward Bound $324,186
84.047 Trio Project Achieve $284,076
84.042 Trio_student Support Services $241,268
84.425 Covid-19 - Education Stabilization Fund/institutional Aid $100,000
84.033 Federal Work-Study Program $81,044
84.007 Federal Supplemental Educational Opportunity Grants $70,421
47.076 Education and Human Resources $48,058
84.379 Teacher Education Assistance for College and Higher Education Grants (teach Grants) $16,974