Finding 375795 (2022-002)

-
Requirement
I
Questioned Costs
-
Year
2022
Accepted
2024-03-13
Audit: 294874
Organization: Sigma Beta Xi, Inc. (CA)

AI Summary

  • Core Issue: The Organization made payments over $25,000 to vendors without verifying if they were suspended or debarred by the Federal Government.
  • Impacted Requirements: This oversight violates OMB guidance in 2 CFR Part 180 regarding non-procurement suspension and debarment.
  • Recommended Follow-Up: Establish a written policy to ensure verification of vendor status before entering into covered transactions.

Finding Text

Condition: The Organization had covered transactions for goods and services that exceeded $25,000 during the year. Prior to entering into the covered transactions, the Organization did not verify that the service provider was not suspended, debarred, or otherwise excluded by the Federal Government. Context: The Organization made payments to four vendors for services and goods in excess of $25,000, per vendor, during the period of the audit. Per our testing, the Organization did not have documentation showing that prior to entering into transactions with the vendors the Organization verified that the vendors were not suspended or disbarred by the Federal Government. As part of our testing, we verified that all four vendors were not suspended or disbarred. Cause: The Organization does not have a process in place to identify covered transactions or verify that entities providing goods or services are not suspended or debarred. Criteria: The requirements for non-procurement suspension and debarment are contained in OMB guidance in 2 CFR Part 180, which implements Executive Orders 12549 and 12689, “Debarment and Suspension;” federal awarding agency regulations in Title 2 of the CFR adopting/implementing the OMB guidance in 2 CFR Part 180; program legislation; and the terms and conditions of the award. Effect: The Organization entered into covered transactions without knowing if the entity was suspended or disbarred from the transaction. Recommendation: We recommend that the Organization establish a written policy that identifies when the Organization enters a covered transaction and the necessary steps to take prior to entering into a covered transaction to verify that an entity is not suspended or disbarred. Management’s Response: Management agrees.

Corrective Action Plan

Condition: The Organization covered transactions for goods and services that exceeded $25,000 during the year. Prior to entering into the covered transactions, the Organization did not verify that the service provider was not suspended, debarred, or otherwise excluded by the Federal Government. Context: The Organization made payments to four vendors for services and goods in excess of $25,000, per vendor, during the period of the audit. Per our testing, the Organization did not have documentation showing that prior to entering transactions with the vendors the Organization verified that the vendors were not suspended or disbarred by the Federal Government. As part of our testing, we verified that all four vendors were not suspended or disbarred. Cause: The Organization does not have a process in place to identify covered transactions or verify that entities providing goods or services are not suspended or debarred. Criteria: The requirements for non-procurement suspension and debarment are contained in 0MB guidance in 2 CFR Part 180, which implements Executive Orders 12549 and 12689, "Debarment and Suspension;" federal awarding agency regulations in Title 2 of the CFR adopting/implementing the 0MB guidance in 2 CFR Part 180; program legislation; and the terms and conditions of the award. Effect: The Organization entered into covered transactions without knowing if the entity was suspended or disbarred from the transaction. Recommendation: We recommend that the Organization establish a written policy that identifies when the Organization enters a covered transaction and the necessary steps to take prior to entering into a covered transaction to verify that an entity is not suspended or disbarred. Management Response: Sigma Beta Xi, Inc. takes the findings of the Single Audit Report with the utmost seriousness, particularly regarding the oversight in verifying the status of vendors against federal suspension and debarment lists before engaging in covered transactions. We acknowledge the critical importance of adhering to the guidelines set forth in 2 CFR Part 180, as per 0MB guidance, and the necessity of ensuring that all transactions comply with federal standards to uphold the integrity of our operations and the trust of our stakeholders. In response to this finding, we wish to clarify and reinforce our commitment to due diligence and compliance in all procurement activities. While we have existing conflict of interest policies approved by our Board, which cover various aspects of vendor relationships, we recognize that these policies did not explicitly address the verification process for suspension and debarment status as required. To address this gap and ensure full compl iance moving forward, we have undertaken the following corrective actions: 1. Policy Enhancement: We have revised and expanded our conflict-of-interest policies to include specific procedures for verifying the suspension and debarment status of potential vendors before entering into covered transactions. This enhanced policy has been reviewed and approved by our Board of Directors. 2. Vendor Verification Process: A formal vendor verification process has been established, which includes: - A mandatory check against the System for Award Management (SAM) database for all potential vendors to ensure they are not suspended, debarred, or otherwise excluded from participation in federal programs. - Documentation of the verification process, which will be retained in the vendor's file for audit and review purposes. 3. Training and Awareness: We are implementing a comprehensive training program for all staff involved in procurement and financial management to ensure they are familiar with the updated policies and understand their responsibilities in maintaining compliance with federal regulations. 4. Continuous Monitoring and Review: An annual review of our procurement policies and practices will be instituted, including a focus on compliance with suspension and debarment verification. This will ensure ongoing adherence to regulatory requirements and the incorporation of best practices as they evolve. 5. Corrective Action Plan Documentation: A detailed record of the corrective actions taken, including policy updates, training sessions conducted, and monitoring activities, will be maintained as part of our commitment to transparency and accountability. Sigma Beta Xi, Inc. is dedicated to not only rectifying the oversight identified in the audit but also to strengthening our internal controls and processes to prevent future occurrences. We believe these measures will enhance our operational integrity, ensuring that we continue to serve our community effectively and in compliance with all applicable laws and regulations. Our commitment to excellence, accountability, and positive community impact remains unwavering, and we view this experience as an opportunity for growth and improvement.

Categories

Procurement, Suspension & Debarment

Other Findings in this Audit

Programs in Audit

ALN Program Name Expenditures
21.027 Coronavirus State and Local Fiscal Recovery Funds $2.80M