Finding 390226 (2023-002)

Significant Deficiency Repeat Finding
Requirement
AB
Questioned Costs
-
Year
2023
Accepted
2024-03-29
Audit: 301123
Organization: Do Good Multnomah (OR)
Auditor: McDonald Jacobs

AI Summary

  • Core Issue: Missing invoices or receipts for 3 out of 40 tested expenses indicate a significant deficiency in documentation for allowable costs.
  • Impacted Requirements: All contract charges must have adequate documentation to support billed amounts, as per the assistance listing for Coronavirus State and Local Recovery Funds.
  • Recommended Follow-Up: Ensure all payments have supporting documentation before initiation; implement additional approval processes and provide training on record-keeping best practices.

Finding Text

Finding #2023-002: Type: Significant deficiency over allowable costs Type: Immaterial noncompliance Assistance Listing: 21.027 Coronavirus State and Local Recovery Funds Requirement: Amounts charged to contract should have adequate documentation supporting the amounts billed. Condition/Context: Out of a sample of 40 selected for testing, 3 expenses were missing invoices or receipts. Cause: The Organization’s record retention and filing policies were not consistently followed. Effect: Improper or inaccurate amounts could be paid or charged to contracts. Questioned Costs: None. Recommendation: We recommend retaining all supporting documentation for payments. Payments should not be initiated without documentation to support the expense. Management Response: Management will implement additional levels of approval and oversight for point-ofsale and invoice spending to ensure that receipts are captured and retained correctly, and that at invoices are reviewed and approved before payment. Management will also provide additional training for spenders on best practices of recording and maintaining records. Management will be consolidating their supply chain so that spenders are able to procure most supplies through one vendor, which will have reporting and tracking capabilities. Management will also be making significant changes to how mileage reimbursement is documented and approved.

Corrective Action Plan

We have implemented additional levels of approval and oversight for point-of-sale and invoice spending to ensure that receipts are captured and retained correctly, and that at invoices are reviewed and approved before payment. We have also provided additional training for spenders on best practices of recording and maintaining records. We have since also consolidated our supply chain so that spenders are able to procure most supplies through one vendor, which will have reporting and tracking capabilities. We will also be making significant changes to how mileage reimbursement is documented and approved.

Categories

Allowable Costs / Cost Principles Cash Management Reporting Significant Deficiency Internal Control / Segregation of Duties

Other Findings in this Audit

  • 390225 2023-001
    Material Weakness Repeat
  • 390227 2023-003
    Significant Deficiency
  • 966667 2023-001
    Material Weakness Repeat
  • 966668 2023-002
    Significant Deficiency Repeat
  • 966669 2023-003
    Significant Deficiency

Programs in Audit

ALN Program Name Expenditures
21.027 Coronavirus State and Local Fiscal Recovery Funds $2.98M
14.231 Emergency Solutions Grant Program $47,486