Finding 496978 (2023-003)

Material Weakness Repeat Finding
Requirement
B
Questioned Costs
$1
Year
2023
Accepted
2024-09-16
Audit: 319725
Organization: Trilogy, Inc. (IL)

AI Summary

  • Core Issue: Payroll costs are being allocated based on budget estimates rather than actual work performed, leading to potential inaccuracies.
  • Impacted Requirements: This violates Uniform Guidance section 200.430(h)(8)(i), which requires accurate documentation and internal controls for payroll charges to federal awards.
  • Recommended Follow-Up: Management should enhance tracking processes to ensure payroll costs are based on actual employee time and effort, aligning with federal requirements.

Finding Text

Finding 2023-003 – Allowable Costs/Cost Principles (Allocation of Payroll) Federal Agency: Department of Health and Human Services Federal program title: Block Grants for Community Mental Health Services Assistance Listing Number: 93.958 Pass-Through Agency: Illinois Department of Human Services Pass-Through Number: 45CBB04278; 45CBB03514; 45CBB00648 Award Period: 07/01/2022 – 06/30/2023 Criteria or specific requirement: Uniform Guidance section 200.430(h)(8)(i) indicates that the standards for documentation of personnel expenses are such that (1) Charges to Federal awards for salaries and wages must be based on records that accurately reflect the work performed. These records must:(i) Be supported by a system of internal control which provides reasonable assurance that the charges are accurate, allowable, and properly allocated;(ii) Be incorporated into the official records of the non-Federal entity and (iii) Reasonably reflect the total activity for which the employee is compensated by the non-Federal entity, not exceeding 100% of compensated activities. Furthermore, subsection (viii) indicates: Budget estimates alone do not qualify as support for charges to Federal awards, but may be used for interim accounting purposes, provided that:(A) The system for establishing the estimates produces reasonable approximations of the activity actually performed;(B) Significant changes in the corresponding work activity are identified and entered into the records in a timely manner and (C) The non-Federal entity's system of internal controls includes processes to review after-the-fact interim charges made to a Federal awards based on budget estimates. Condition: The Organization is allocating payroll costs to grants based upon budgeted amounts/percentages submitted to the funding agency and does not currently have a system for ensuring that the estimates used produce reasonable approximations of the activity actually performed. Questioned Costs: Unknown Context: This condition affected nineteen (19) of thirty (30) payroll transactions selected for testing, representing fourteen different employees. Cause: The Organization has a tracking system in place to monitor the wages by employee charged to federal grants to avoid over-allocation of individual employee wages, but this tracking system does not contain a process for allocating wages based on actual time and effort. Effect: Inaccurate payroll costs may be charged to federal programs if the Organization does not have procedures in place to monitor and record employee time devoted to federal programs. Repeat Finding: Yes, prior year finding number was 2022-001. Recommendation: Management should review and refine its process of tracking payroll costs by federal grants to ensure that these costs are supported by a system of internal controls which provides reasonable assurance that the charges are accurate, are allowable and properly allocated, reasonably reflect the total activity for which the employee is compensated, and support the distribution of the employee’s wages among specific activities or cost objectives if the employee woks on more than one federal award. Views of responsible officials: There is no disagreement with the audit finding.

Corrective Action Plan

Action taken in response to finding: Trilogy implemented a new payroll system in January 2024 that allows staff to change their allocations of time if it varies from the budget when working on grant programs. These changes can be made in blocks of time or by the day. Financial analysts and the FP&A manager meet with program directors and program managers monthly to go over allocations and update in the UKG payroll system as well as for the preparation of the monthly grant vouchers. Name(s) of the contact person(s) responsible for corrective action: Richard Powell, Shunita Rhodes, Hagar Buster Planned completion date for corrective action plan: February 2024 and ongoing as needed.

Categories

Questioned Costs Allowable Costs / Cost Principles

Other Findings in this Audit

  • 496979 2023-004
    Material Weakness
  • 496980 2023-005
    Material Weakness
  • 1073420 2023-003
    Material Weakness Repeat
  • 1073421 2023-004
    Material Weakness
  • 1073422 2023-005
    Material Weakness

Programs in Audit

ALN Program Name Expenditures
93.958 Block Grants for Community Mental Health Services $781,410
14.267 Continuum of Care Program $327,015
14.218 Community Development Block Grants/entitlement Grants $285,590
93.959 Block Grants for Prevention and Treatment of Substance Abuse $276,463
93.150 Projects for Assistance in Transition From Homelessness (path) $85,000
21.027 Coronavirus State and Local Fiscal Recovery Funds $58,452
93.243 Substance Abuse and Mental Health Services_projects of Regional and National Significance $42,412