Finding 607483 (2022-001)

Material Weakness
Requirement
B
Questioned Costs
-
Year
2022
Accepted
2023-03-29

AI Summary

  • Core Issue: UWMC failed to maintain effective internal controls over subrecipient monitoring during a software transition, leading to discrepancies in ERAP expenditures.
  • Impacted Requirements: The lack of formal reconciliation and proper documentation resulted in an overstatement of ERAP expenditures by $967,865.
  • Recommended Follow-Up: UWMC should implement timely reconciliations with partnering agencies and mandate the use of the new software for all expenditure submissions to ensure accurate accounting.

Finding Text

Criteria: United Way of Monterey County (?UWMC?) must establish and maintain effective internal controls over subrecipient monitoring of Emergency Rental Assistance Program (ERAP) federal awards with pass through agencies, contracted with UWMC to assist in administering ERAP awards. Condition: UWMC utilizes partnering agencies to approve eligibility and distribute ERAP funding. The partnering agencies submit the approved recipient?s information and the total approved financial assistance through an online software, maintained by UWMC. UWMC then reimburses the agencies for the approved financial assistance and related administrative costs, based on a contracted amount. Cause: In October 2021, UWMC discontinued the use of its initial online software, Smart Referral Network (SRN) software, as it was determined to be ineffective and was not being properly utilized by the partnering agencies. From October 2021 through March 2022, UWMC requested all partnering agencies to submit total ERAP expenditures directly to UWMC for reimbursement, on a monthly basis. Effective March 2022, a new online software (Neighborly) was employed and is required to be used by the partnering agencies. During the change in systems, no formal reconciliation was performed by UWMC to verify total expenditures accrued for by UWMC agreed to total expenditures by the partnering agencies. Effect: Expenditures and related payables accrued for by UWMC did not agree to the records of the partnering agencies for the total ERAP expenditures for the fiscal year ended June 30, 2022. This resulted in an overstatement of ERAP award expenditures and accrued payables to the partnering agencies of $967,865. Recommendation: We recommend UWMC ensure timely reconciliations are completed with the partnering agencies. We recommend UWMC require the partnering agencies to submit all expenditures and required recipient information through the online software to constitute an allowable reimbursement. This will ensure the use of federal funds by partnering agencies is accurately accounted for and that proper documentation is maintained for approved ERAP recipients.

Categories

Subrecipient Monitoring Cash Management Eligibility

Other Findings in this Audit

  • 31041 2022-001
    Material Weakness

Programs in Audit

ALN Program Name Expenditures
21.023 Emergency Rental Assistance Program $19.53M
94.006 Americorps $89,518
93.569 Community Services Block Grant $54,985
21.009 Volunteer Income Tax Assistance (vita) Matching Grant Program $50,346