Finding 45475 (2022-004)

Significant Deficiency
Requirement
N
Questioned Costs
-
Year
2022
Accepted
2023-02-28
Audit: 46373
Organization: Union College (NE)

AI Summary

  • Core Issue: The College failed to secure signed Perkins promissory notes for 13 out of 34 students tested, violating federal regulations.
  • Impacted Requirements: Compliance with 34 CFR 674.16, which mandates that students must sign promissory notes before receiving funds.
  • Recommended Follow-Up: Establish a procedure to ensure all students sign promissory notes before disbursement and implement a record retention system for these documents.

Finding Text

2022-004 Perkins Promissory Notes Federal Agency: U.S. Department of Education Federal Program Title: Higher Education Emergency Relief Funds ALN Number: 84.038 Award Period: June 01, 2021 through May 31, 2022 Type of Finding: - Significant Deficiency in Internal Control over Compliance - Other Matters Criteria or specific requirement: The Code of Federal Regulations, 34 CFR 674.16 states that before an institution makes its first disbursement to a student, the student shall sign the promissory note. Condition: Perkins Promissory Note - During our testing of the Student Financial Aid Cluster, we noted that 13 student out of 34 tested in the Perkins loan program could not be supported as having completed a promissory note. Questioned Costs: None Context: Many of the missing promissory notes were old and could not be located in paper or electronic files. Cause: The College did not have a process in place to ensure promissory notes were appropriately retained either in paper or electronic format. Effect: The College cannot provide documentation showing proper completion of promissory note as required by DOE requirements. Repeat finding: No Recommendation: We recommend that the College put a procedure in place to ensure that all students have a promissory note prior to disbursing of funds. Also recommend a procedure be put in place to ensure proper record retention documenting the completion of promissory note. Views of responsible officials: There is no disagreement with the audit finding.

Corrective Action Plan

2022-004 Perkins Promissory Notes - Assistance Listing No. 84.038 Recommendation: We recommend that the College put a procedure in place to ensure that all students have a promissory note prior to disbursing of funds. Also recommend a procedure be put in place to ensure proper record retention documenting the completion of promissory note. Views of responsible officials: There is no disagreement with the audit finding. Action taken in response to finding: The process Union College follows to ensure promissory notes are signed is coordinated through Student Financial Services (SFS). SFS determines eligibility of awards and adds them to the student financial package. Once a loan has been accepted SFS has the student sign the promissory note. The loan is disbursed once the paperwork has been completed and reviewed. Perkins loans followed this procedure in the time they were available. The Perkins program is no longer active so there are no new promissory notes going forward. Student accounts is currently reviewing student files to ensure promissory notes or documentation deemed appropriate by the Department of Education is available for the Perkins loans that will be assigned to the Department of Education. The assignment process will be completed by June 30, 2023. The remaining loan files will then be reviewed. Promissory notes or documentation will be retained until the loans are either assigned or liquidated. This review will be completed in FY24. Name(s) of the contact person(s) responsible for corrective action: Brandie Kolff van Oosterwyk, Controller Planned completion date for corrective action plan: FY24.

Categories

Student Financial Aid Significant Deficiency Matching / Level of Effort / Earmarking Internal Control / Segregation of Duties

Other Findings in this Audit

  • 45474 2022-002
    Significant Deficiency Repeat
  • 45476 2022-002
    Significant Deficiency Repeat
  • 45477 2022-004
    Significant Deficiency
  • 45478 2022-002
    Significant Deficiency Repeat
  • 45479 2022-002
    Significant Deficiency Repeat
  • 45480 2022-002
    Significant Deficiency Repeat
  • 45481 2022-002
    Significant Deficiency Repeat
  • 45482 2022-002
    Significant Deficiency Repeat
  • 45483 2022-003
    Significant Deficiency
  • 45484 2022-003
    Significant Deficiency
  • 45485 2022-003
    Significant Deficiency
  • 621916 2022-002
    Significant Deficiency Repeat
  • 621917 2022-004
    Significant Deficiency
  • 621918 2022-002
    Significant Deficiency Repeat
  • 621919 2022-004
    Significant Deficiency
  • 621920 2022-002
    Significant Deficiency Repeat
  • 621921 2022-002
    Significant Deficiency Repeat
  • 621922 2022-002
    Significant Deficiency Repeat
  • 621923 2022-002
    Significant Deficiency Repeat
  • 621924 2022-002
    Significant Deficiency Repeat
  • 621925 2022-003
    Significant Deficiency
  • 621926 2022-003
    Significant Deficiency
  • 621927 2022-003
    Significant Deficiency

Programs in Audit

ALN Program Name Expenditures
84.268 Federal Direct Loan Program $6.88M
84.063 Pell Grant Program $1.11M
84.425F Heerf Institutional Portion $1.07M
84.038 Federal Perkins Loan Program - Beginning Balance $1.07M
84.425E Heerf Student Aid Portion $1.06M
93.364 Nursing Student Loan Program - Beginning Balance $306,370
84.033 Federal Work Study Program $145,190
84.007 Federal Supplemental Educational Opportunity Grant Program $138,396
84.425M Heerf Strengthening Institutions Program $49,928
84.038 Federal Perkins Loan Program - Loans Issued $0