Finding 540993 (2024-002)

Significant Deficiency
Requirement
C
Questioned Costs
-
Year
2024
Accepted
2025-03-31
Audit: 350596
Organization: Emmanuel College (MA)
Auditor: Kpmg LLP

AI Summary

  • Core Issue: The College's bank reconciliations lack the Controller's signature, indicating a failure to properly document the review process.
  • Impacted Requirements: This deficiency violates cash management compliance requirements, risking inaccurate reimbursement requests to the U.S. Department of Education.
  • Recommended Follow-Up: Ensure the Controller signs off on bank reconciliations to confirm thorough review and adherence to internal policies.

Finding Text

Finding Number: 2024-002 Program: Student Financial Assistance Cluster ALN #: 84.063 and 84.268 Pass-through Entity: N/A- Direct Award Federal Agency: U.S. Department of Education Federal Award Year: July 1, 2023 through June 30, 2024 Compliance Requirement: Cash Management Type of Finding: Significant Deficiency Criteria An institution must credit a student’s account for the amount of Title IV funds the student is eligible to receive and pay the amount of any credit balances due before the institution seeks reimbursement from ED for those disbursements. The reimbursement request must include supporting documentation for the disbursements. After the reimbursement request is approved, ED initiates an electronic funds transfer to the institution’s account. Additionally, Schools participating in the Direct Loan program are required to perform monthly Direct Loan reconciliations (34 CFR 685.300(b)(5)). A school must reconcile the funds it received from G5 with actual disbursement records the school submitted to COD. Each month, COD sends the school a School Account Statement, which is ED’s official record of the school’s cash and disbursement records and identifies the difference between the net draws from G5 and the actual disbursement information reported to COD by the school. The school is required to account for any differences by reconciling ED’s records with the school’s financial and business records. Lastly, per 2 CFR section 200.303, non-federal entities must establish and maintain effective internal control over federal awards that provide 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. Conditions found For a sample of three monthly bank reconciliations of the College’s main operating account, we noted there was no evidence of review by the Controller. Management communicated that the review of the bank reconciliation is part of the cash management process, but the Controller does not sign them. Each monthly bank reconciliation contains a ‘Prepared by’ and ‘Reviewed by’ sign-off line. For each sample, the Senior Staff Accountant signed off as the preparer, but the Controller did not sign off on the ‘Review by’ line. Cause Bank reconciliations are reviewed by the Controller, but there is no evidence that the control is properly being performed. Proper perspective The College’s policy is for the Controller to review bank reconciliations to ensure proper drawdowns are occurring. Out of a sample of three drawdowns, we noted the three bank reconciliations did not contain the Controller’s signature indicating proper review and approval. Possible asserted effect Not reviewing the bank reconciliation could cause the College to submit requests for reimbursement through the G5 system that are not complete or accurate. Questioned costs None noted. Statistical sampling The sample was not intended to be, and was not, a statistically valid sample. Repeat finding A similar finding was not reported in the prior year. Recommendation We recommend that the College require that the Controller sign the bank reconciliation upon completing their review to signify that the reconciliation is complete and accurate. View of responsible officials The Controller was new to his position starting in December of 2023. He had reviewed all three of the bank reconciliations selected for audit review. However, he was not aware that the reconciliation actually required his signature per Emmanuel's policies and procedures to witness his review.

Corrective Action Plan

The Controller will ensure he signs the monthly schedule on all future bank reconciliations that he reviews. The controller will sign all bank reconciliations starting March 2024.

Categories

Cash Management Student Financial Aid Matching / Level of Effort / Earmarking

Other Findings in this Audit

  • 540991 2024-001
    Material Weakness
  • 540992 2024-001
    Material Weakness
  • 540994 2024-002
    Significant Deficiency
  • 1117433 2024-001
    Material Weakness
  • 1117434 2024-001
    Material Weakness
  • 1117435 2024-002
    Significant Deficiency
  • 1117436 2024-002
    Significant Deficiency

Programs in Audit

ALN Program Name Expenditures
84.268 Federal Direct Student Loans $13.28M
84.063 Federal Pell Grant Program $2.45M
84.038 Federal Perkins Loan Program_federal Capital Contributions $1.19M
84.033 Federal Work-Study Program $241,258
84.007 Federal Supplemental Educational Opportunity Grants $218,120
84.379 Teacher Education Assistance for College and Higher Education Grants (teach Grants) $102,315
47.074 Biological Sciences $82,080
47.049 Mathematical and Physical Sciences $46,837