Finding 509368 (2024-004)

-
Requirement
C
Questioned Costs
-
Year
2024
Accepted
2024-11-20
Audit: 329155
Organization: Southern Virginia University (VA)
Auditor: Bdo USA PC

AI Summary

  • Core Issue: The University drew down federal funds in excess of what was disbursed, holding them longer than allowed.
  • Impacted Requirements: Cash management rules require disbursements within 3 business days and limit excess cash.
  • Recommended Follow-Up: Enhance procedures to ensure timely elimination of excess cash balances and verify disbursement amounts before fund drawdowns.

Finding Text

Federal Program Information: Federal Supplemental Educational Opportunity Grants (ALN 84.007) Criteria or Specific Requirement: C. Cash Management: Institutions are permitted to draw down Title IV funds prior to disbursing funds to eligible students and parents. The institution’s request must not exceed the amount immediately needed to disburse funds to students or parents. A disbursement of funds occurs on the date an institution credits a student’s account or pays a student or parent directly with either student financial aid funds or institutional funds. The institution must make the disbursements as soon as administratively feasible, but no later than 3 business days following the receipt of funds. Any amounts not disbursed by the end of the third business day are considered to be excess cash and generally are required to be promptly returned to the ED (34 CFR section 668.166(a)(1)). Excess cash includes any funds received from the ED that are deposited or transferred to the institution’s Federal account as a result of an award adjustment, cancellation, or recovery. However, an excess cash balance tolerance is allowed if that balance: (1) is less than one percent of its prior-year drawdowns; and (2) is eliminated within the next 7 calendar days (34 CFR sections 668.166(a) and (b)). Condition: An instance during the year was identified where funds drawn in excess of amounts disbursed were held longer than the allowable timeframe. Cause: Administrative oversight. Effect or Potential Effect: The University was not in compliance with cash management requirements. Questioned Costs: None. Context: 1 instance of cash held in excess of the allowable timeframe for the Federal Supplement Educational Opportunity Grants Program. Identification as a Repeat Finding: There was no similar finding identified during the prior year. Recommendation: We recommend that the University enhance its procedures to ensure excess cash balances are eliminated timely. Views of Responsible Officials: Corrective action steps have been taken to ensure that excess cash balances are eliminated in a timely manner. The corrective action focuses on the campus-based awards, as there was only one instance of non-compliance for the FSEOG, and adds an additional step between financial aid and the finance office to verify the amount of funds disbursed to students before initiating a drawdown of funds.

Corrective Action Plan

Individual Responsible for Corrective Action: Sarah Christoffersen, Director of Financial Aid Corrective Action: Corrective action steps have been taken to ensure that excess cash balances are eliminated in a timely manner. The corrective action focuses on the campus-based awards, as there was only one instance of non-compliance for the FSEOG, and adds an additional step between financial aid and the finance office to verify the amount of funds disbursed to students before initiating a drawdown of funds. Anticipated Completion Date: 11/1/2024

Categories

Cash Management Student Financial Aid

Other Findings in this Audit

  • 509361 2024-001
    Significant Deficiency Repeat
  • 509362 2024-001
    Significant Deficiency Repeat
  • 509363 2024-002
    Significant Deficiency
  • 509364 2024-002
    Significant Deficiency
  • 509365 2024-002
    Significant Deficiency
  • 509366 2024-002
    Significant Deficiency
  • 509367 2024-003
    -
  • 1085803 2024-001
    Significant Deficiency Repeat
  • 1085804 2024-001
    Significant Deficiency Repeat
  • 1085805 2024-002
    Significant Deficiency
  • 1085806 2024-002
    Significant Deficiency
  • 1085807 2024-002
    Significant Deficiency
  • 1085808 2024-002
    Significant Deficiency
  • 1085809 2024-003
    -
  • 1085810 2024-004
    -

Programs in Audit

ALN Program Name Expenditures
84.268 Federal Direct Student Loans $4.52M
84.063 Federal Pell Grant Program $2.63M
84.007 Federal Supplemental Educational Opportunity Grants $80,500
84.033 Federal Work-Study Program $38,641