Finding 584719 (2023-002)

Material Weakness
Requirement
B
Questioned Costs
$1
Year
2023
Accepted
2024-01-11
Audit: 10984
Organization: Paratransit, Inc. (CA)

AI Summary

  • Core Issue: Unallowable costs of $30,000 for the Data Management System were charged to federal grants, violating federal guidelines.
  • Impacted Requirements: Costs must be allowable and incurred within the approved budget period; historical costs and duplicate charges are prohibited.
  • Recommended Follow-Up: Ensure a knowledgeable individual reviews all costs charged to federal grants during the SEFA review process to prevent future issues.

Finding Text

Finding 2023-002: Questioned Cost – Material Weakness Criteria: A non-federal entity may charge only allowable costs incurred during the approved budget period of a federal award’s period of performance and any costs incurred before the federal awarding agency or pass-through entity made the federal award that were authorized by the federal awarding agency or pass-through entity (2 CFR sections 200.308 200.309 and 200.403(h)). Also, costs should not be included as a cost of any other federally financed programs in either the current or prior period. Costs charged to federal grants should be reviewed by an individual familiar with the Cost Principles for Nonprofit Organizations contained in 2 CFR, Section 200 as part of the SEFA review process. Condition: Costs for US Department of Transportation, Mobility Management Grant 20.507 Section 5307 included a $30,000 charge for use of the Data Management System (DMS). The charge is based on a contract rate charged to outside entities that varies depending on the number of users. Management stated the charge was to recoup costs for use of the DMS. Costs for the DMS consist of historical costs to get the system functioning, along with current personnel costs to operate the system and provide the contracted training. The historical costs occurred outside the period of performance and are thus unallowable. Personnel costs are already being charged to the grant through the allocated payroll and benefits of trainers and other personnel, and thus should not also be charged through the contract rate. In addition, if the contract rate includes a profit component this would also be unallowable to charge to the grant. We also noted the same $30,000 charge was included in US Department of Transportation, Enhanced Mobility of Seniors and Individuals with Disabilities, Section 5310. Cause: Paratransit’s internal controls over the determination of allowable costs were not operating effectively. Effect: The DMS costs were removed and replaced with an allowable 10% de minimus overhead charge. Recommendation: We recommend that costs charged to federal grants be reviewed by an individual familiar with the Cost Principles for Nonprofit Organizations contained in 2 CFR, Section 200 as part of the SEFA review process. Management’s Response: See corrective action plan.

Categories

Questioned Costs Allowable Costs / Cost Principles Period of Performance

Other Findings in this Audit

  • 8276 2023-001
    Material Weakness
  • 8277 2023-002
    Material Weakness
  • 584718 2023-001
    Material Weakness

Programs in Audit

ALN Program Name Expenditures
20.513 Enhanced Mobility of Seniors and Individuals with Disabilities $300,000
20.507 Federal Transit_formula Grants $280,000
10.175 US Department of Agriculture $11,922