Finding 388413 (2023-103)

Material Weakness
Requirement
L
Questioned Costs
-
Year
2023
Accepted
2024-03-28
Audit: 300146
Organization: Santa Cruz County (AZ)

AI Summary

  • Core Issue: The County's Finance Department inaccurately reported expenditures, claiming to have spent the full award amount of $9,031,691 when only $3,170,013 was actually spent, leading to a $5,861,678 overstatement.
  • Impacted Requirements: This misreporting violates federal guidance requiring accurate and approved program information, hindering the federal agency's ability to monitor compliance and evaluate program success.
  • Recommended Follow-Up: Implement written policies for independent review of federal reports, train staff on reporting requirements, and correct any errors in previously submitted reports.

Finding Text

Assistance Listings number and name: 21.027 COVID-19 Coronavirus State and Local Fiscal Recovery Funds Award number and year: SLFRP1826, May 1, 2021 through December 31, 2026 Federal agency: U.S. Department of the Treasury Compliance requirements: Reporting Questioned costs: N/A Condition—Contrary to federal guidance, the County’s Finance Department (Department) reported inaccurate program information to the federal grantor agency in its 2023 annual project and expenditure report submitted in April 2023. Specifically, the Department reported that it incurred cumulative expenditures totaling the entirety of its $9,031,691 award amount, when it had only spent $3,170,013, resulting in an overstatement of $5,861,678 of the cumulative expenditures reported. Effect—The Department’s reporting inaccurate program information impacts the federal agency's ability to effectively monitor the Department’s program administration and compliance with program requirements, prevent and detect fraud, and evaluate the program’s success. The County is also at risk that this finding applies to other federal programs that it administers. Cause—The County did not have written policies and procedures requiring the Department to perform and document an independent, detailed review and approval of the program’s report before submitting it to the federal agency. Additionally, although the former County Manager initialed the report as approved, the review was not sufficient enough to detect the nearly $6 million in overstated expenditure reporting errors we identified. Criteria—Federal agency guidance requires the County to verify and confirm that all program information that it reports is accurate and approved before submission, in addition to reporting the total dollar value of cumulative expenditures for the project.1 Also, federal regulation requires establishing and maintaining effective internal control over federal awards that provides reasonable assurance that federal programs are being managed in compliance with all applicable laws, regulations, and award terms (2 CFR §200.303). Recommendations—The County should: 1. Develop and implement written policies and procedures requiring all County departments to perform and document an independent, detailed review and approval of all federal reports before submitting them to the federal agency or grantor to ensure the reports are accurate, agree to County records, and contain only allowable expenditures. 2. After developing and implementing the policies and procedures in recommendation 1, train department employees who are responsible for preparing and reviewing federal reports on the information required to be gathered and documented. 3. Adjust or resubmit reports the Department submitted to the federal agency when errors are detected, and inform the federal agency of those errors on previously submitted reports. The County’s corrective action plan at the end of this report includes the views and planned corrective action of its responsible officials. We are not required to audit and have not audited these responses and planned corrective actions and therefore provide no assurances as to their accuracy. 1 U.S. Department of Education. (2023). Compliance and Reporting Guidance – State and Local Fiscal Recovery Funds. Retrieved 3/19/2024 from SLFRF-Compliance-and-Reporting-Guidance.pdf (treasury.gov).

Corrective Action Plan

Assistance Listings number and program name: 21.027 COVID-19 Coronavirus State and Local Fiscal Recovery Funds Contact Person(s): Mauricio A. Chavez, Deputy County Manager/CFO Anticipated completion date: April 30, 2024 The County’s finance department reported the entirety of the allocation based on County’s interpretation of the final rule and multiple subsequent reporting guidelines. The County will revise and resubmit reports to the Treasury Department and will work with staff to correct any deficiencies for future reports. The County will meet with staff to assess all present and future grant reporting guidelines.

Categories

Reporting Internal Control / Segregation of Duties

Other Findings in this Audit

  • 388410 2023-101
    Material Weakness Repeat
  • 388411 2023-101
    Material Weakness Repeat
  • 388412 2023-101
    Material Weakness Repeat
  • 388414 2023-103
    Material Weakness
  • 388415 2023-102
    Material Weakness
  • 964852 2023-101
    Material Weakness Repeat
  • 964853 2023-101
    Material Weakness Repeat
  • 964854 2023-101
    Material Weakness Repeat
  • 964855 2023-103
    Material Weakness
  • 964856 2023-103
    Material Weakness
  • 964857 2023-102
    Material Weakness

Programs in Audit

ALN Program Name Expenditures
97.067 Homeland Security Grant Program $1.05M
84.334 Gaining Early Awareness and Readiness for Undergraduate Programs $732,704
93.323 Epidemiology and Laboratory Capacity for Infectious Diseases (elc) $540,551
17.259 Wia Youth Activities $454,775
95.001 High Intensity Drug Trafficking Areas Program $387,757
10.665 Schools and Roads - Grants to States $354,539
93.268 Immunization Cooperative Agreements $281,274
17.258 Wia Adult Program $207,389
17.278 Wia Dislocated Worker Formula Grants $188,186
16.839 Stop School Violence $181,736
93.069 Public Health Emergency Preparedness $162,888
97.042 Emergency Management Performance Grants $159,309
16.585 Treatment Court Discretionary Grant Program $145,727
93.268 Covid 19 - Immunization Cooperative Agreements $141,086
84.002 Adult Education - Basic Grants to States $132,114
93.563 Child Support Services $109,192
16.606 State Criminal Alien Assistance Program $100,000
93.354 Public Health Emergency Response: Cooperative Agreement for Emergency Response: Public Health Crisis Response $66,873
17.268 H-1b Job Training Grants $62,596
20.703 Interagency Hazardous Materials Public Sector Training and Planning Grants $35,058
21.032 Covid 19 - Local Assistance and Tribal Consistency Fund $34,604
20.106 Covid 19 - Airport Improvement Program, Covid-19 Airports Programs and Infrastructure Investment and Jobs Act Program $32,000
21.016 Equitable Sharing $22,980
21.027 Covid 19 - Coronavirus State and Local Fiscal Recovery Funds $20,000
10.351 Rural Business Development Grant $18,750
93.008 Medical Reserve Corps Small Grant Program $16,086
20.600 State and Community Highway Safety $15,374
93.103 Food and Drug Administration_research $12,809
14.228 Community Development Block Grants/state's Program and Non-Entitlement Grants in Hawaii $9,402
16.576 Crime Victim Compensation $7,300
20.616 National Priority Safety Programs $6,957
84.013 Title I State Agency Program for Neglected and Delinquent Children and Youth $4,905
93.912 Rural Health Care Services Outreach,rural Health Network Development and Small Health Care Provider Quality Improvement $1,590
84.027 Special Education_grants to States $1,303
15.227 Distribution of Receipts to State and Local Government $962
93.658 Foster Care_title IV-E $238