Finding 496808 (2023-002)

Significant Deficiency
Requirement
I
Questioned Costs
$1
Year
2023
Accepted
2024-09-13
Audit: 319544

AI Summary

  • Core Issue: Texas Biomed failed to maintain adequate procurement records, lacking necessary details like rationale and contractor selection.
  • Impacted Requirements: This non-compliance violates 2 CFR 200.303(a) and 2 CFR 200.318, which mandate effective internal controls and detailed procurement records.
  • Recommended Follow-Up: Implement stronger internal controls and ensure all procurement records meet federal standards to avoid questioned costs totaling $94,637.

Finding Text

Identification of the federal program U.S. Department of Health and Human Services Research and Development Cluster Assistance Listing Numbers: 93.351 – Research Infrastructure Programs 93.855 – Allergy and Infectious Diseases Research 93.855 – COVID-19 Allergy and Infectious Diseases Research 93.RD – NIAID Centers of Excellence for Influenza Research and Response 75N93021C00014 9/1/2021-8/31/2024 Icahn School of Medicine at Mount Sinai 1U19AI171403-01 5/16/2022-4/30/2025 Emory University 1U19AI171443-01 5/16/2022-4/30/2023 The Scripps Research Institute 1U19AI171110-01 5/16/2022-4/30/2023 University of California at San Francisco 5R01AI134240-05 7/1/2022-6/30/2024 N/A 5R01AI134245-07 5/1/2023-4/30/2025 N/A 5R01AI170197-02 2/1/2023-1/31/2024 N/A 5P51OD011133-25 5/1/2023-4/30/2024 N/A 1R21AI170148-01 8/18/2022-7/31/2023 N/A Criteria or specific requirement (including statutory, regulatory, or other citation) 2 CFR 200.303(a) requires that a non-federal entity must “(a) establish and maintain effective internal control over the Federal award that provides reasonable assurance that the non-Federal entity is managing the Federal award in compliance with Federal statutes, regulations, and the terms and conditions of the Federal award. These internal controls should be in compliance with guidance in “Standards for Internal Control in the Federal Government” issued by the Comptroller General of the United States and the “Internal Control Integrated Framework”, issued by the Committee of Sponsoring Organizations of the Treadway Commission (COSO).” 2 CFR 200.318 (i) General Procurement Standards states, “the non-Federal entity must maintain records sufficient to detail the history of procurement. These records will include, but are not necessarily limited to, the following: Rationale for the method of procurement, selection of contract type, contractor selection or rejection, and the basis for the contract price.” Criteria or specific requirement (including statutory, regulatory, or other citation) (continued) 2 CFR 200.320 – Methods of procurement to be followed states, “the non-Federal entity must have and use documented procurement procedures, consistent with the standards of this section and 200.317, 200.318, and 200.319 for any of the following methods of procurement used for the acquisition of property or services required under a Federal award or sub-award: (a) (2) Small purchases – (i) Small purchase procedures. The acquisition of property or services, the aggregate dollar amount of which is higher than the micro-purchase threshold but does not exceed the simplified acquisition threshold. If small purchase procedures are used, price or rate quotations must be obtained from an adequate number of qualified sources as determined appropriate by the non-Federal entity; (c) Noncompetitive procurement. There are specific circumstances in which noncompetitive procurement can be used. Noncompetitive procurement can only be awarded if one or more of the following circumstances apply: (1) The acquisition of property or services, the aggregate dollar amount of which does not exceed the micro-purchase threshold; (2) The item is available only from a single source; (3) The public exigency or emergency for the requirement will not permit a delay resulting from publicizing a competitive solicitation; (4) The Federal awarding agency or pass-through entity expressly authorizes a noncompetitive procurement in response to a written request from the non-Federal entity; or (5) After solicitation of a number of sources, competition is determined inadequate.” Condition Texas Biomed did not maintain records for procurements sufficient to detail the history of procurement, including the rationale for the method of procurement, selection of contract type, contractor selection or rejection, and the basis for the contract price.   Cause Texas Biomed did not have effective internal controls and procedures in place to ensure Texas Biomed maintained records for procurements sufficient to detail the history of procurement, including the rationale for the method of procurement and other required elements. Effect or potential effect Texas Biomed did not comply with the general procurement standards and methods of procurement to be followed per the Uniform Guidance to maintain sufficient detail of the history of the procurement, including the rationale of the method of procurement. Questioned costs $94,637 in total as follows: $27,795 – Assistance Listing Number 93.351, Award Identification Number – 5P51OD011133-25 $7,727 – Assistance Listing Number 93.855 (COVID-19), Award Identification Number – 1U19AI171443-01 $3,863 – Assistance Listing Number 93.855 (COVID-19), Award Identification Number – 1U19AI171403-01 $3,863 – Assistance Listing Number 93.855 (COVID-19), Award Identification Number – 1U19AI171110-01 $1,909 – Assistance Listing Number 93.855, Award Identification Number – 5R01AI134240-05 $2,520 – Assistance Listing Number 93.855, Award Identification Number – 5R01AI134245-07 Questioned costs (continued) $18,404 – Assistance Listing Number 93.855 (COVID-19), Award Identification Number – 5R01AI170197-02 $24,693 – Assistance Listing Number 93.855, Award Identification Number – 1R21AI170148-01 $3,863 – Assistance Listing Number 93.RD NIAID Centers of Excellence for Influenza Research and Response, Award Identification Number – 75N93021C00014 Questioned costs were computed by using the total small purchase procurements that were not supported by adequate documentation regarding the history of the procurement, including the rationale of the procurement. Context EY selected and tested 15 procurements over $10,000 with expenditures totaling $3,304,871 from a population of 86 procurements over $10,000 with expenditures totaling $5,901,397 charged to the Research and Development cluster during the year ended December 31, 2023. For 4 procurements with expenditures in the amounts of $12,715, $10,119, $27,795, and $24,693, Texas Biomed did not obtain quotes or document sole source justification or the history of the procurement, including the rationale for the method of procurement, selection of contract type, contractor selection or rejection, and the basis for the contract price. For 1 procurement with expenditures in the amount of $19,315, Texas Biomed did not adequately document the history of the procurement, specifically the reason for the contractor selection, since the contractor selected did not provide the lowest quote. We consider the expenditures related to these procurements to be questioned costs due to lack of required supporting documentation for the procurements, as noted above. Identification as a repeat finding, if applicable This is not a repeat finding. Recommendation Texas Biomed should retain written documentation for procurements, documenting the history of the procurement prior to the procurement of goods or services including, but not limited to, the rationale for the method of procurement, selection of contract type, contractor selection or rejection, and the basis for the contract price. Views of responsible officials Management agrees with the finding and will implement corrective action to ensure controls are in place to retain the required written documentation for procurements.

Corrective Action Plan

Texas Biomed has detailed procurement policies in place that outline requirements relative to expenditures on federal awards. Historically, training of new employees in Purchasing and employees in other departments with purchasing-related responsibilities was provided periodically. Turnover in 2023 affecting the Purchasing department led to a failure to ensure adequate training was provided such that compliance responsibilities were clearly understood. With the implementation of a new P2P system in Q3 2024, training has been updated for the new system and will incorporate reminders of compliance requirements for federal awards. Separate trainings are planned for September 2024 for Purchasing staff and for staff in other departments involved in the purchasing process. Training will include requirements to obtain and document multiple quotes for purchases over $10,000 and to document sole source justification when there are no other viable suppliers for a purchase. Purchasing staff will review requisitions to ensure the appropriate documentation is saved with the Purchase Order in the purchasing system. Any new employees or temporary workers in the Purchasing department will be trained on the requirements before they are allowed to begin processing purchase requisitions. Responsible Parties: Eva Zepeda, Director, Finance; Patricia Thompson, Assistant Director, Materials Management Completion Date: September 30, 2024

Categories

Questioned Costs Procurement, Suspension & Debarment

Other Findings in this Audit

  • 496802 2023-001
    Significant Deficiency Repeat
  • 496803 2023-001
    Significant Deficiency Repeat
  • 496804 2023-001
    Significant Deficiency Repeat
  • 496805 2023-001
    Significant Deficiency Repeat
  • 496806 2023-001
    Significant Deficiency Repeat
  • 496807 2023-001
    Significant Deficiency Repeat
  • 496809 2023-002
    Significant Deficiency
  • 496810 2023-002
    Significant Deficiency
  • 496811 2023-002
    Significant Deficiency
  • 496812 2023-002
    Significant Deficiency
  • 496813 2023-002
    Significant Deficiency
  • 496814 2023-002
    Significant Deficiency
  • 496815 2023-002
    Significant Deficiency
  • 496816 2023-003
    Material Weakness
  • 496817 2023-004
    Significant Deficiency
  • 1073244 2023-001
    Significant Deficiency Repeat
  • 1073245 2023-001
    Significant Deficiency Repeat
  • 1073246 2023-001
    Significant Deficiency Repeat
  • 1073247 2023-001
    Significant Deficiency Repeat
  • 1073248 2023-001
    Significant Deficiency Repeat
  • 1073249 2023-001
    Significant Deficiency Repeat
  • 1073250 2023-002
    Significant Deficiency
  • 1073251 2023-002
    Significant Deficiency
  • 1073252 2023-002
    Significant Deficiency
  • 1073253 2023-002
    Significant Deficiency
  • 1073254 2023-002
    Significant Deficiency
  • 1073255 2023-002
    Significant Deficiency
  • 1073256 2023-002
    Significant Deficiency
  • 1073257 2023-002
    Significant Deficiency
  • 1073258 2023-003
    Material Weakness
  • 1073259 2023-004
    Significant Deficiency

Programs in Audit

ALN Program Name Expenditures
11.307 Economic Adjustment Assistance $4.00M
12.351 Basic Scientific Research - Combating Weapons of Mass Destruction $2.37M
93.352 Construction Support $1.62M
93.283 Centers for Disease Control and Prevention_investigations and Technical Assistance $784,471
93.RD Strong Heart Study Coordinating Center $517,217
93.859 Biomedical Research and Research Training $246,440
93.RD Niaid Centers of Excellence for Influenza Research and Response $221,347
93.360 Biomedical Advanced Research and Development Authority (barda), Biodefense Medical Countermeasure Development $130,082
93.839 Blood Diseases and Resources Research $119,768
93.865 Child Health and Human Development Extramural Research $89,708
93.286 Discovery and Applied Research for Technological Innovations to Improve Human Health $75,917
93.853 Extramural Research Programs in the Neurosciences and Neurological Disorders $51,715
93.866 Aging Research $47,350
93.351 Research Infrastructure Programs $45,113
93.847 Diabetes, Digestive, and Kidney Diseases Extramural Research $44,530
93.855 Allergy, Immunology and Transplantation Research $41,736
93.RD In Vitro and in Vivo Study of Roc-325 and Its Analogs in Live Sars-Cov-2 Models $36,205
93.242 Mental Health Research Grants $34,239
12.RD Test Support to the Battelle Accelerated Therapeutics for Combating Acute Viral Epidemics (bat-Cave) Program $29,333
93.RD Strong Heart Study (shs) Core Study Operations Coordinating Center Task Area B $28,986
93.279 Drug Abuse and Addiction Research Programs $26,432
93.838 Lung Diseases Research $10,624
12.420 Military Medical Research and Development $6,985
93.143 Niehs Superfund Hazardous Substances_basic Research and Education $5,952
93.350 National Center for Advancing Translational Sciences $5,619
93.113 Environmental Health $3,779
10.001 Agricultural Research_basic and Applied Research $2,548