Finding 385328 (2023-006)

Material Weakness
Requirement
Allowable Costs/Cost Principles
Questioned Costs
$1
Year
2023
Accepted
2024-03-27
Audit: 298241
Organization: Perry Public Schools (MI)

AI Summary

  • Core Issue: Lack of detailed invoices from Cimarron Technology Services led to an inability to verify $180,700 in purchases for IT equipment and services.
  • Impacted Requirements: The District failed to comply with federal cash management and allowable activities requirements due to management override and insufficient internal controls.
  • Recommended Follow-Up: Implement stricter purchasing procedures, including purchase order approvals, detailed invoicing, and proper segregation of duties to prevent misappropriation of funds.

Finding Text

ACCOUNTS PAYABLE – FEDERAL GRANTS CFDA Number and Title: CFDA # 84.425U – Education Stabilization Funds ARP-ESSER III (ESF) Federal Award ID Number: 200021795YR1 Federal Agency: U.S. Department of Education Compliance Requirement: Activities Allowed, Cash Management Pass-Through Entity: Oklahoma Department of Education Repeat Finding from Prior Audit: No Condition: During the review of the ESF expenditure claims, we observed large purchases made to Cimarron Technology Services, LLC (see Finding 2023-5). The vendor invoiced the District for a wide range of IT related purchases and services that included iPads, chrome books, laptops, supplies, security cameras, monthly on-site IT services, and more. The invoices from this vendor were vague in nature and lacked appropriate detail for the goods and services provided. There were no specific model or serial numbers included with the invoices, therefore, we were unable to verify what products were actually received. We learned that the former superintendent was the primary contact with this vendor and management override existed as this employee initiated the purchase request, delivered payment to the vendor, and served as the receiving agent for goods and services. The District made approximately $180,700 in ESF payments to this vendor during the 2022-23 fiscal year. Criteria: Compliance with Federal Allowable Activities and Cash Managements Requirements requires the District to establish and maintain effective internal control over compliance with requirements applicable to federal program allowable activities and cash management. Cause / Effect: There was a management override over the accounts payable function for the general fund purchases. This increases the risk that a misappropriation of assets will occur and not be detected whether due to error or fraud. There is no evidence that the District received the appropriate goods or services for which they paid approximately $180,700 in ESF APR-ESSER III funds to a vendor. Questioned Costs: The payments made to Cimarron Technology and reimbursed with federal funds are identified questioned costs of $180,700. Recommendation: We recommend that the District enforce its current procedures and implement new procedures immediately to address the aforementioned conditions. We recommend that the District enforce policies and procedures which require that purchase orders be encumbered prior to the obligation being incurred, proper approval of the expenditure, original documentation be obtained, invoices be signed as received, the face of the purchase order reflect the total amount actually paid, and the check number(s) be recorded on the purchase order. In addition, an annual contract for these services should be approved by the Board of Education and signed by both the Board and the vendors providing the goods or services for material amounts. Payments should not be approved until the vendor has provided sufficient evidence that the goods and serviced were received. This evidence should consist of detailed invoices. Further, a proper segregation of duties should exist between the individuals initiating the purchase request, paying the invoice, and receiving the goods/services.

Corrective Action Plan

Corrective Steps: Will review and train staff to follow all purchasing processes and procedures. Will ensure segregation of duties between personnel that initiates a PO, paying the invoice and receiving goods. Completion date: Immediately. Plan for Monitoring: Monthly meeting with purchasing staff to ensure purchasing procedures are being followed.

Categories

Questioned Costs Internal Control / Segregation of Duties Procurement, Suspension & Debarment Subrecipient Monitoring Cash Management

Other Findings in this Audit

  • 961770 2023-006
    Material Weakness

Programs in Audit

ALN Program Name Expenditures
84.425 Education Stabilization Fund $452,395
84.027 Special Education_grants to States $205,123
84.010 Title I Grants to Local Educational Agencies $187,842
10.553 School Breakfast Program $56,437
10.555 National School Lunch Program $35,112
84.367 Improving Teacher Quality State Grants $30,848
84.358 Rural Education $25,915
84.424 Student Support and Academic Enrichment Program $11,824
84.173 Special Education_preschool Grants $3,801
10.649 Pandemic Ebt Administrative Costs $628