Finding 573664 (2024-001)

Material Weakness Repeat Finding
Requirement
AB
Questioned Costs
$1
Year
2024
Accepted
2025-08-14
Audit: 364306
Organization: Trilogy, Inc. (IL)

AI Summary

  • Core Issue: The Organization improperly allocated payroll costs to federal grants based on budget estimates instead of actual work performed, leading to potential inaccuracies.
  • Impacted Requirements: Compliance with Uniform Guidance section 200.430(h)(8)(i) was not met, as there was no effective internal control system to ensure accurate payroll documentation.
  • Recommended Follow-Up: Management should enhance payroll tracking processes to ensure costs are accurately documented and comply with federal requirements, especially for employees working on multiple awards.

Finding Text

Federal Agency: Department of Health and Human Services Federal program title: Block Grants for Community Mental Health Services Assistance Listing Number: 93.958 Pass-Through Agency: Illinois Department of Human Services Pass-Through Number: 45CCB03514; 45CCB04278; 45CCB00648 Award Period: 07/01/2023 – 06/30/2024 Type of Finding: Material Weakness in Internal Control over Compliance and Material Noncompliance Criteria or specific requirement: Uniform Guidance section 200.430(h)(8)(i) indicates that the standards for documentation of personnel expenses are such that (1) Charges to Federal awards for salaries and wages must be based on records that accurately reflect the work performed. These records must:(i) Be supported by a system of internal control which provides reasonable assurance that the charges are accurate, allowable, and properly allocated;(ii) Be incorporated into the official records of the non-Federal entity and (iii) Reasonably reflect the total activity for which the employee is compensated by the non-Federal entity, not exceeding 100% of compensated activities. Furthermore, subsection (viii) indicates: Budget estimates alone do not qualify as support for charges to Federal awards, but may be used for interim accounting purposes, provided that:(A) The system for establishing the estimates produces reasonable approximations of the activity actually performed;(B) Significant changes in the corresponding work activity are identified and entered into the records in a timely manner and (C) The non-Federal entity's system of internal controls includes processes to review after-the-fact interim charges made to a Federal awards based on budget estimates. Condition: During the first half of the fiscal year, the Organization was allocating payroll costs to grants based upon budgeted amounts/percentages submitted to the funding agency and did not have a system for ensuring that the estimates used produce reasonable approximations of the activity actually performed. Questioned Costs: Unknown Context: This condition affected fourteen (14) of forty four (44) payroll transactions selected for testing, representing eleven different employees. Starting in January 2024, the Organization implemented a new software whereby it was able to track, monitor and review time and effort associated with payroll costs. Cause: During the first half of the fiscal year the Organization had a tracking system in place to monitor the wages by employee charged to federal grants to avoid over-allocation of individual employee wages, but this tracking system did not contain a process for allocating wages based on actual time and effort. Effect: Inaccurate payroll costs may be charged to federal programs if the Organization does not have procedures in place to monitor and record employee time devoted to federal programs. Repeat Finding: Yes, prior year finding number was 2023-003. Recommendation: Management should review and refine its process of tracking payroll costs by federal grants to ensure that these costs are supported by a system of internal controls which provides reasonable assurance that the charges are accurate, are allowable and properly allocated, reasonably reflect the total activity for which the employee is compensated, and support the distribution of the employee’s wages among specific activities or cost objectives if the employee woks on more than one federal award. Views of responsible officials: There is no disagreement with the audit finding.

Corrective Action Plan

Action taken in response to finding: Trilogy has recently implemented a new payroll system UKG in January 2024 that includes enhanced functionality for tracking staff allocations across multiple grants and programs. This system also allows employees to self-report hours worked on specific grants or non-grant activities if the varies from primary allocations ensuring that payroll costs are distributed based on actual effort. Allocations are reviewed monthly with program staff and updated as needed based, which improves the accuracy of cost distribution and ensures that payroll charges reflect current work assignments. Timecard hours are reviewed and approved by supervisors to maintain oversight. Staff involved in time reporting with grant management received training on the new system, allocation procedures, and federal requirements for payroll cost documentation. We are updating our timekeeping and payroll allocation policies to reflect the new system’s capabilities and to reinforce compliance with Uniform Guidance (2 CFR §200.430). These policies will include clear guidance on documenting effort and allocating wages across cost objectives. Name(s) of the contact person(s) responsible for corrective action: Shunita Rhodes and Hagar Buster Planned completion date for corrective action plan: January 2024

Categories

Questioned Costs Allowable Costs / Cost Principles Material Weakness Matching / Level of Effort / Earmarking Internal Control / Segregation of Duties

Other Findings in this Audit

  • 573665 2024-002
    Material Weakness Repeat
  • 573666 2024-003
    Significant Deficiency Repeat
  • 573667 2024-004
    Significant Deficiency
  • 1150106 2024-001
    Material Weakness Repeat
  • 1150107 2024-002
    Material Weakness Repeat
  • 1150108 2024-003
    Significant Deficiency Repeat
  • 1150109 2024-004
    Significant Deficiency

Programs in Audit

ALN Program Name Expenditures
93.958 Block Grants for Community Mental Health Services $547,579
93.959 Block Grants for Prevention and Treatment of Substance Abuse $319,527
14.267 Continuum of Care Program $295,420
93.243 Substance Abuse and Mental Health Services Projects of Regional and National Significance $92,383
93.150 Projects for Assistance in Transition From Homelessness (path) $90,380
14.218 Community Development Block Grants/entitlement Grants $71,147
21.027 Coronavirus State and Local Fiscal Recovery Funds $58,452