Finding 561179 (2023-001)

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Requirement
B
Questioned Costs
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Year
2023
Accepted
2025-05-21

AI Summary

  • Core Issue: Management misapplied the indirect cost rate, using prior month’s payroll instead of the approved provisional rate of 26.3%.
  • Impacted Requirements: This violates the Uniform Guidance and internal control policies, leading to potential under/over charging of indirect costs.
  • Recommended Follow-Up: Provide professional accounting training on proper use of provisional and final indirect cost rates.

Finding Text

2023-001 Surveys, Studies, Investigations, Demonstrations, and Training Grants and Cooperative – Assistance Listing No. 66.436; Grant No.84039801, 84039601,94039501; Grant Period – Year ended December 31, 2023. Statement of Condition: Compliance over allowable cost, including application of the indirect cost rate supplied by the United States Department of the Interior. Approved provisional rate of 26.3% not used. Instead, allocation based upon prior month’s payroll. Criteria: The Uniform Guidance, indirect cost negotiation agreement, and National Association of Wetland Managers’ internal control policies and procedures. Cause: Management’s misunderstanding of accounting application of the provisional rate method. Effect: Under/over charging of indirect cost. Questioned Costs: Not identified. Perspective: N/A. Identification: Non-repeat. Recommendation: Obtain professional accounting training in proper accounting for indirect cost utilizing a provisional/final rate method. Views of Responsible Officials: The indirect cost rates contained are for use on grants, contracts, and other agreements with the Federal Government. The rates are negotiated by the U.S. Department of the Interior, Interior Business Center, and NAWM every year in accordance with the authority contained in applicable regulations. The negotiated Indirect cost rates are provided to the Funding Agency at the time when the project budget is developed. Subsequent billing of the indirect cost is based on the time spent on the project. Base: Total direct salaries and wages, including fringe benefits. All other program costs are eliminated from the calculation. Treatment of fringe benefits: Fringe benefits applicable to direct salaries and wages are treated as direct costs; fringe benefits applicable to indirect salaries and wages are treated as indirect costs. Treatment of paid absences: Vacation, holiday, sick leave, and other paid absences are included in salaries and wages and are claimed on grants, contracts, and other agreements as part of the normal cost for the salaries and wages. Provisional/Final Rate: Within six (6) months after year end, a final indirect cost rate proposal is submitted based on actual costs. Billings and charges to contracts and grants are adjusted if the final rate varies from the provisional rate. If the final rate is greater than the provisional rate and there are no funds available to cover the additional indirect costs, NAWM may not recover all indirect costs. Conversely, if the final rate is less than the provisional rate, NAWM is required to pay back the difference to the funding agency. All of our federal grants are multiyear and indirect cost is adjusted accordingly. Record Keeping: NAWM maintains accounting records that demonstrate that each type of cost has been treated consistently, either as a direct cost or an indirect cost. Records pertaining to the costs of program administration, such as salaries, travel, and related costs, are kept on an annual basis. Auditors’ Evaluation of Views of Responsible Officials: Management’s Response is in conflict with above Statement of Condition, Criteria, and Cause.

Corrective Action Plan

Statement of Condition: Compliance over allowable cost, including application of the indirect cost rate supplied by the United States Department of the Interior. Approved provisional rate of 26.3% not used. Instead, allocation based upon prior month’s payroll. Criteria: The Uniform Guidance, indirect cost negotiation agreement, and National Association of Wetland Managers’ internal control policies and procedures. Cause: Management’s misunderstanding of accounting application of the provisional rate method. Corrective Action Plan: Contact person: Marla Stelk, Executive Director Corrective action to be taken: As noted above, NAWM provides the negotiated Indirect cost rates to the Funding Agency at the time when the project budget is developed. Subsequent billing of the indirect cost is based on the time spent on the project. Within six (6) months after year end, a final indirect cost rate proposal is submitted based on actual costs. Billings and charges to contracts and grants are adjusted if the final rate varies from the provisional rate. If the final rate is greater than the provisional rate and there are no funds available to cover the additional indirect costs, NAWM may not recover all indirect costs. Conversely, if the final rate is less than the provisional rate, NAWM is required to pay back the difference to the funding agency. However, as recommended above, NAWM has hired a professional financial consultant to review our indirect cost accounting procedures, make recommendations to improve our processes, and assist in implementation of these recommendations. Anticipated completion date: End of current fiscal year (December 31, 2025)

Categories

Allowable Costs / Cost Principles

Other Findings in this Audit

Programs in Audit

ALN Program Name Expenditures
66.436 Surveys, Studies, Investigations, Demonstrations, and Training Grants and Cooperative Agreements - Section 104(b)(3) of the Clean Water Act $434,380
66.462 National Wetland Program Development Grants and Five-Star Restoration Training Grant $414,045
15.244 Aquatics Resources Management $13,003