Finding 515541 (2024-004)

Material Weakness
Requirement
L
Questioned Costs
-
Year
2024
Accepted
2024-12-18
Audit: 333281
Organization: Port Edwards School District (WI)

AI Summary

  • Core Issue: The District failed to maintain supporting documentation for ESSER reports and did not have a review process in place, leading to a lack of segregation of duties.
  • Impacted Requirements: This violates 2 CFR 200.334, which mandates retention of federal award records and proper internal controls to prevent errors or fraud.
  • Recommended Follow-Up: The District should enhance its grant reporting processes and establish internal controls to ensure segregation of duties and proper documentation retention.

Finding Text

Federal Agency: U.S. Department of Education Federal Program Name: Elementary and Secondary School Relief Fund Assistance Listing Number: 84.425D, 84.425U Federal Award Identification Number and Year: S425D210044 Federal Award Date 1/6/2021, S425U210044 Federal Award Date 12/6/2021 and 3/13/2020 Pass-Through Agency: Wisconsin Department of Public Instruction Pass-Through Number(s): 2022-714508-DPI-ESSERFII-163, 2022-714508-DPI-ESSERFIII-165, 2024-714508-DPI-LETRS-165 Award Period: July 1, 2023 – June 30, 2024 Type of Finding: Material Weakness in Internal Control over Compliance and Other Matter Criteria or Specific Requirement: 2 CFR 200.334 states that "The recipient and subrecipient must retain all Federal award records for three years from the date of submission of their final financial report. For awards that are renewed quarterly or annually, the recipient and subrecipient must retain records for three years from the date of submission of their quarterly or annual financial report, respectively. Records to be retained include but are not limited to, financial records, supporting documentation, and statistical records." Segregation of duties is an internal control intended to prevent or decrease the occurrence of errors or intentional fraud. Segregation of duties ensures that no single employee has control over all phases of a transaction. Condition: The District is required to file an annual report for ESSER. The supporting documentation used to enter the data into the reporting portal was not maintained and there was no review of the data entered into the form by someone other than the preparer. Accordingly, this does not allow for a proper segregation of duties for internal control purposes. Questioned Costs: None. Context: While performing audit procedures, it was noted that there was no review of the report completed by the finance director by someone else. The supporting documents used to complete the report was not retained by the District. Cause: The lack of segregation of duties is due to the limited number of employees and the size of the District’s operations. Effect: Errors or intentional fraud could occur and not be detected timely by other employees in the normal course of their responsibilities as a result of the lack of segregation of duties. Repeat Finding: No. Recommendation: We recommend the District review its grant reporting processes and implement internal controls to help ensure that there is adequate segregation of duties in regards to grant reporting including special reports and that all supporting documentation is maintained with the filed copy of the report. Views of Responsible Officials: There is no disagreement with the audit finding.

Corrective Action Plan

Elementary and Secondary School Emergency Relief – Assistance Listing No. 84.425D, 84.425U Recommendation: Auditor recommends the District review its grant reporting processes and implement internal controls to help ensure that there is adequate segregation of duties in regards to grant reporting including special reports and that all supporting documentation is maintained with the filed copy of the report. Explanation of disagreement with audit finding: There is no disagreement with the audit finding. Action taken in response to finding: We continue to look for ways to segregate duties and will improve on the review process for grants but with the current financial situation, additional staff cannot be added. Name(s) of the contact person(s) responsible for corrective action: Lisa Miller Planned completion date for corrective action plan: Ongoing.

Categories

Internal Control / Segregation of Duties Subrecipient Monitoring HUD Housing Programs Material Weakness Reporting

Other Findings in this Audit

  • 515533 2024-006
    Material Weakness
  • 515534 2024-006
    Material Weakness
  • 515535 2024-006
    Material Weakness
  • 515536 2024-006
    Material Weakness
  • 515537 2024-006
    Material Weakness
  • 515538 2024-003
    Material Weakness
  • 515539 2024-003
    Material Weakness
  • 515540 2024-003
    Material Weakness
  • 515542 2024-004
    Material Weakness
  • 515543 2024-004
    Material Weakness
  • 515544 2024-005
    Significant Deficiency
  • 515545 2024-005
    Significant Deficiency
  • 515546 2024-005
    Significant Deficiency
  • 1091975 2024-006
    Material Weakness
  • 1091976 2024-006
    Material Weakness
  • 1091977 2024-006
    Material Weakness
  • 1091978 2024-006
    Material Weakness
  • 1091979 2024-006
    Material Weakness
  • 1091980 2024-003
    Material Weakness
  • 1091981 2024-003
    Material Weakness
  • 1091982 2024-003
    Material Weakness
  • 1091983 2024-004
    Material Weakness
  • 1091984 2024-004
    Material Weakness
  • 1091985 2024-004
    Material Weakness
  • 1091986 2024-005
    Significant Deficiency
  • 1091987 2024-005
    Significant Deficiency
  • 1091988 2024-005
    Significant Deficiency

Programs in Audit

ALN Program Name Expenditures
84.027 Special Education Grants to States $112,231
93.778 Medical Assistance Program $91,879
84.010 Title I Grants to Local Educational Agencies $83,965
10.579 Child Nutrition Discretionary Grants Limited Availability $50,000
10.553 School Breakfast Program $39,083
10.555 National School Lunch Program $27,033
84.367 Supporting Effective Instruction State Grants (formerly Improving Teacher Quality State Grants) $14,380
84.424 Student Support and Academic Enrichment Program $10,000
84.048 Career and Technical Education -- Basic Grants to States $3,467
84.173 Special Education Preschool Grants $1,931
93.354 Public Health Emergency Response: Cooperative Agreement for Emergency Response: Public Health Crisis Response $1,044
84.425 Education Stabilization Fund $404
10.559 Summer Food Service Program for Children $159