Finding 395808 (2023-001)

Significant Deficiency
Requirement
G
Questioned Costs
$1
Year
2023
Accepted
2024-05-03
Audit: 305433
Organization: Aarp Foundation (DC)

AI Summary

  • Core Issue: The Foundation spent only 74% of federal funds on enrollee wages and benefits, falling short of the required 75% under 20 CFR section 641.873.
  • Impacted Requirements: The failure to meet the earmarking requirement could lead to potential penalties and affects the Foundation's compliance standing with the U.S. Department of Labor.
  • Recommended Follow-Up: Strengthen internal controls to ensure timely identification and correction of compliance issues related to enrollee wage and benefit expenditures.

Finding Text

Criteria: In accordance with 20 CFR section 641.873, The amount of federal funds expended for enrollee wages and fringe benefits shall be no less than 75 percent of the grant except in those instances in which a grantee has requested, and DOL has approved such request, to use not less than 65 percent of the grant funds to pay for participant wage and fringe benefits so as to use up to an additional 10 percent of grant funds for participant training and supportive services. Condition and Effect: For the Foundation’s grant number AD38312PH0 for the grant year ended June 30, 2023, federal funds expended for enrollee wages and benefits totaled $34,551,921, or approximately 74% of total federal funds expended of $46,649,614. As such, the Foundation did not meet the earmarking requirement under 20 CFR section 641.873 for this award. Context: In January 2024, the Foundation was notified by the U.S. Department of Labor that the entity had not met the earmarking requirement for grant number AD38312PH0 for the grant year ended June 30, 2023. During our audit, we tested compliance with earmarking requirements for 8 of 14 additional awards within ALN 17.235 that ended during the Foundation’s fiscal year ended December 31, 2023. No additional exceptions were noted. Cause: The Foundation has policies and procedures in place to monitor compliance with earmarking requirements. In 2023, there was a breakdown in the operation of these controls, whereby SCSEP staff responsible for monitoring the earmarking requirement did not communicate noncompliance to those responsible for reporting. Consequently, no action was taken to address noncompliance with 20 CFR section 641.873 for grant number AD38312PH0 prior to notification of noncompliance being received from the U.S. Department of Labor. Questioned Costs: $435,289 Recommendation: We recommend that the Foundation strengthen its internal controls over compliance with earmarking requirements to ensure timely identification of and corrective action over unmet enrollee wages and fringe benefits expenditures. Views of Responsible Officials: The Foundation concurs with this finding. Also refer to the Corrective Action Plan.

Corrective Action Plan

Person responsible for corrective action Emily Allen, SVP Programs Corrective Action The Foundation concurs with this finding. We have worked with the U.S. Department of Labor and the matter is now closed. In February 2024, the Foundation repaid the $435,289 identified in this finding, and a modified final report has been filed. The Foundation will design and implement additional processes to ensure that earmarking requirements are monitored on a continuous basis by SCSEP staff. In the meantime, the Foundation has implemented additional controls to address the risks of noncompliance with earmarking requirements. Beginning with the March 2024 quarterly report (which was filed on April 9, 2024), all such reports will be reviewed by the Group Controller and Assistant National Director, SCSEP, with specific reference to the earmarking requirements. In the event of any report identifying a risk of noncompliance with the earmarking requirements, the Foundation will immediately raise the matter with our colleagues at the U.S. Department of Labor. Anticipated Completion Date Initial implementation completed, with further control enhancements to be in place by June 30, 2024

Categories

Questioned Costs Matching / Level of Effort / Earmarking Subrecipient Monitoring Reporting

Other Findings in this Audit

  • 972250 2023-001
    Significant Deficiency

Programs in Audit

ALN Program Name Expenditures
21.006 Tax Counseling for the Elderly $10.94M
21.009 Volunteer Income Tax Assistance (vita) Matching Grant Program $2.20M
17.235 Senior Community Service Employment Program $1.30M
16.726 Juvenile Mentoring Program $722,303
94.021 Volunteer Generation Fund $689,562
94.006 Americorps $416,895