Finding 559000 (2024-001)

Material Weakness Repeat Finding
Requirement
L
Questioned Costs
-
Year
2024
Accepted
2025-05-01

AI Summary

  • Core Issue: Inadequate internal controls led to inaccurate reporting in the Revolving Loan Fund (RLF) financial reports.
  • Impacted Requirements: Compliance with 2 CFR 200.303(a) and 13 CFR 307.14 for timely and accurate RLF reporting.
  • Recommended Follow-Up: Implement procedures for accurate report reviews and ensure adherence to the approved RLF Plan.

Finding Text

Finding 2024-001 Reporting Criteria: Pursuant to 2 CFR section 200.303(a), the nonfederal entity must establish and maintain effective internal control over the federal award that provides reasonable assurance that the nonfederal entity is managing the federal award in compliance with federal statutes, regulations, and the terms and conditions of the federal award. Revolving Loan Fund (RLF) recipients must administer RLFs in accordance with an RLF Plan approved by EDA. Pursuant to 13 CFR 307.14 (a) All RLF Recipients, including those receiving Recapitalization Grants for existing RLFs, must complete and submit an RLF report, using Form ED-209, in a format and at a frequency as required by EDA. Pursuant to 13 CFR 307.14 (b) All RLF Recipients must certify as part of the RLF report to EDA that the RLF is operating in accordance with the applicable RLF Plan and that the information provided is complete and accurate. Condition: There were no adequate internal controls to identify and correct material misstatements in key line items in the Form ED-209, Revolving Loan Fund Financial Report (report) for the Legacy or Cares Revolving Loan Funds or submit the reports timely. The key line items contain critical information and should reconcile to the Authority's financial documents and account balances. Cause: The current internal control system in place was not adequate to ensure: loan reporting procedures were followed in accordance with the RLF Plan approved by the EDA. Effect: The reports do not contain accurate information. This is a repeat finding of 2023-001. Recommendation: We have the following recommendations: 1) the Authority should implement procedures to ensure that the RLF program is administered in accordance with the plan approved by the EDA, 2) the Authority should implement procedures to ensure that required reports are reviewed for accuracy prior to being submitted by the due date. View of Responsible Official: Management agrees with the finding. See separate corrective action plan.

Corrective Action Plan

Finding 2024-001: Reporting Management Response: The system to record IDA’s loan portfolio has an incorrect cash balance that has been carried forward from prior years. The cash balance is self populated within the reporting system which the Authority can’t correct. The Authority has reached out to our RLF portfolio manager at the EDA for guidance and resolution. Once corrected, we will have a separate finance team member review the reported cash balance agrees to IDA’s general ledger. Anticipated Completion Date: Immediate

Categories

Matching / Level of Effort / Earmarking Reporting

Other Findings in this Audit

  • 559001 2024-001
    Material Weakness Repeat
  • 1135442 2024-001
    Material Weakness Repeat
  • 1135443 2024-001
    Material Weakness Repeat

Programs in Audit

ALN Program Name Expenditures
11.307 Economic Adjustment Assistance $470,779