Finding 498916 (2023-002)

Material Weakness Repeat Finding
Requirement
C
Questioned Costs
-
Year
2023
Accepted
2024-09-27
Audit: 321749
Organization: Forth (OR)

AI Summary

  • Core Issue: There are inadequate internal controls over invoices for federal grants, with one person handling both creation and approval.
  • Impacted Requirements: Non-compliance with 2 CFR section 200.303, which mandates proper internal controls for managing federal awards.
  • Recommended Follow-Up: Implement written policies for invoicing and ensure segregation of duties; complete by October 31, 2024.

Finding Text

2023-002 Finding – Federal Award Type: Cash Management (Invoices) – Material Weakness in Internal Control over Compliance. (Repeat 2022-003) Identification of Federal Program: Research and Development Cluster: AL Number: 81.086 Conservation Research and Development Program Criteria / Requirement: 2 CFR section 200.303 requires that non-federal entities receiving federal awards establish and maintain internal control over the federal awards that provides reasonable assurance that the non-federal entity is managing the federal awards in compliance with federal statutes, regulations, and the terms and conditions of the federal awards. Condition / Context: It was noted during the audit that there were insufficient internal controls over invoices submitted for cost reimbursement related to federal grants as invoices were created and approved by one individual. While the internal controls were insufficient, our sample of invoices did not contain errors or undocumented amounts. Cause: Procedures were not in place to ensure that Forth is maintaining adequate internal controls over compliance in regards to cash management requirements. Key duties and functions are not segregated among organization personnel and internal control policies and procedures are inadequate to properly define the roles and responsibilities of accounting personnel performing key functions. Effect: Failure to maintain sufficient internal controls over invoices submitted for cost reimbursement related to federal grants may result in the wrongful use of federal funds and/or non‐compliance with the provisions of applicable requirements. Questioned Costs: None. Recommendation: The Organization should establish written policies and procedures regarding invoicing for cost-reimbursement related to federal grants which include proper segregation of duties. Management’s response: We agree with the auditor’s comments, and the following actions have been or will be taken to improve the situation. We hired a Grants Accountant in 2024 to take over the responsibility of preparing invoices for cost-reimbursement. This allows for the additional control of the Senior Finance Manager reviewing the invoices. This review is now being documented in writing. Additionally, there are procedures in place to ensure if the Senior Finance Manager prepares the invoice, the Director of Finance & Operations reviews and documents approval of the invoice. We will establish written policies and procedures to document this process by October 31, 2024.

Corrective Action Plan

Conservation Research and Development Program – Assistance Listing #81.086 Plan completion date for corrective action plan: October 31, 2024 Recommendation: The Organization should establish written policies and procedures regarding invoicing for cost- reimbursement related to federal grants which include proper segregation of duties. Explanation of disagreement with audit findings: there is no disagreement with the audit findings. Action Plan: We agree with the auditor’s comments, and the following actions have been or will be taken to improve the situation. We hired a Grants Accountant in 2024 to take over the responsibility of preparing invoices for cost-reimbursement. This allows for the additional control of the Senior Finance Manager reviewing the invoices. This review is now being documented in writing. Additionally, there are procedures in place to ensure if the Senior Finance Manager prepares the invoice, the Director of Finance & Operations reviews and documents approval of the invoice. We will establish written policies and procedures to document this process by October 31, 2024. Name(s) of the contact people responsible for correction action: Gina Avalos-Limardo, Director of Finance & Operations and Ronald Tran, Senior Finance Manager

Categories

Cash Management Internal Control / Segregation of Duties Material Weakness Matching / Level of Effort / Earmarking

Other Findings in this Audit

  • 498915 2023-001
    Significant Deficiency Repeat
  • 498917 2023-003
    Material Weakness Repeat
  • 498918 2023-004
    Material Weakness
  • 498919 2023-005
    Material Weakness
  • 1075357 2023-001
    Significant Deficiency Repeat
  • 1075358 2023-002
    Material Weakness Repeat
  • 1075359 2023-003
    Material Weakness Repeat
  • 1075360 2023-004
    Material Weakness
  • 1075361 2023-005
    Material Weakness

Programs in Audit

ALN Program Name Expenditures
10.766 Community Facilities Loans and Grants $74,236
81.117 Energy Efficiency and Renewable Energy Information Dissemination, Outreach, Training and Technical Analysis/assistance $1,155
81.086 Conservation Research and Development $1,136