Finding 381229 (2023-002)

Significant Deficiency
Requirement
L
Questioned Costs
-
Year
2023
Accepted
2024-03-19
Audit: 295948
Organization: Whittier College (CA)
Auditor: Kpmg LLP

AI Summary

  • Core Issue: The College failed to report Pell Grant disbursements to the COD system accurately and within the required 15-day timeframe for 2 out of 40 students.
  • Impacted Requirements: Institutions must report student disbursement data to COD within 15 calendar days after disbursement or adjustments.
  • Recommended Follow-Up: Enhance internal controls to ensure timely reporting of all Pell disbursements and implement a new process for ongoing reconciliation.

Finding Text

Finding 2023-002 – Reporting – Significant Deficiency in Internal Control Federal Program: Student Financial Assistance Cluster Federal Assistance Listing Number: 84.063 Federal Pell Grant Program Federal Agency: Department of Education Award Year: July 1, 2022 – June 30, 2023 Criteria: Institutions must report student disbursement data to Common Origination and Disbursement (COD) system 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 and Context: During our testwork over 40 students who received Pell Grant funds, we identified 2 students in which the College did not accurately and timely report the disbursement to COD. Cause and Effect: The College’s control failed in detecting that untimely information was reported to COD. Isolated or Systemic: Systemic. Questioned Costs: None noted. Whether the sampling was a statistically valid sample: The sample was not intended to be, and was not, a statistically valid sample. Repeat Finding: No. Recommendation: We recommend that the College enhance its internal controls to ensure all Pell disbursements are reported to COD within 15 days from the initial disbursement. View of Responsible Officials: The Office of Financial Aid concurs with the audit of Pell 15-day reporting finding. The Compliance is clearly stated the timeframe to send an original Pell Grant disbursement to COD is within 15 days of the date of disbursement. We also understand we have the ability to go back into the account and make an adjustment as needed. As of September 2023, Whittier College has reached out to our software vendor Ellucian Banner to find a solution on how to avoid these incidents of not sending Pell Grant disbursements to COD in the timeframe allotted for compliance. We have now been given a new process that will solve this issue to ensure the Pell Grants are all originated on COD thus allowing the disbursements to be sent within the 15-day compliance timeframe. We will continue to reconcile the Pell Grants twice a month internally to ensure any issues get resolved, if any noted, in a timely manner.

Corrective Action Plan

The Office of Financial Aid concurs with the audit of Pell 15-day reporting finding. The Compliance is clearly stated the timeframe to send an original Pell Grant disbursement to COD is within 15 days of the date of disbursement. We also understand we have the ability to go back into the account and make an adjustment as needed. As of September 2023, Whittier College has reached out to our software vender Ellucian Banner to find a solution on how to avoid these incidents of not sending Pell Grant disbursements to COD in the timeframe allotted for compliance. We have now been given a new process that will solve this issue to ensure the Pell Grants are all originated on COD thus allowing the disbursements to be sent within the 15-day compliance timeframe. We will continue to reconcile the Pell Grants twice a month internally to ensure any issues get resolved, if any noted, in a timely manner. Persons Responsible: Jesse Marquez, Financial Aid Associate Director and Information Specialist; Julie Aldama, Financial Aid Director Anticipated Completion Date: Implemented as of September 2023

Categories

Reporting Student Financial Aid Significant Deficiency

Other Findings in this Audit

  • 381228 2023-003
    Significant Deficiency
  • 381230 2023-001
    Significant Deficiency
  • 381231 2023-003
    Significant Deficiency
  • 957670 2023-003
    Significant Deficiency
  • 957671 2023-002
    Significant Deficiency
  • 957672 2023-001
    Significant Deficiency
  • 957673 2023-003
    Significant Deficiency

Programs in Audit

ALN Program Name Expenditures
84.268 Federal Direct Student Loans $6.61M
84.038 Federal Perkins Loan Program $2.78M
84.063 Federal Pell Grant Program $1.77M
84.033 Federal Work-Study Program $484,583
84.007 Federal Supplemental Educational Opportunity Grants $296,000
84.425 Education Stabilization Fund $90,146
43.001 Science $10,988
94.006 Americorps $8,806