Finding 957672 (2023-001)

Significant Deficiency
Requirement
C
Questioned Costs
-
Year
2023
Accepted
2024-03-19
Audit: 295948
Organization: Whittier College (CA)
Auditor: Kpmg LLP

AI Summary

  • Core Issue: The College did not reconcile Direct Loan SAS data files monthly, completing only five reconciliations for the entire award year.
  • Impacted Requirements: This violates the requirement under 34 CFR Section 685.300(b)(5) for monthly reconciliation of federal funds with disbursement records.
  • Recommended Follow-Up: Enhance internal controls to ensure monthly reconciliations are performed and reports are sent to the Accounting Department consistently.

Finding Text

Finding 2023-001 - Cash Management - Significant Deficiency in Internal Control Federal Program: Student Financial Assistance Cluster Federal Assistance Listing Number: 84.268 Federal Direct Student Loans Program Federal Agency: Department of Education Award Year: July 1, 2022 - June 30, 2023 Criteria: Per 34 CFR Section 685.300(b)(5), an institution that participates in the Direct Loan program is required to reconcile Federal funds received with actual disbursement records submitted to the Common Origination and Disbursement (COD) system monthly. Condition and Context: During our testwork over the Direct Loan Reconciliations, we noted the College failed to reconcile the Direct Loan School Account Statement (SAS) data files on a monthly basis to the internal records, and instead only performed five reconciliations for the 2022-2023 award year. Isolated or Systemic: Systemic. Cause and Effect: The College’s control failed to ensure that Direct Loan SAS data files are reconciled monthly. Questioned Costs: None noted. Whether the sampling was a statistically valid sample: The sample was not intended to be, and was not, a statistically valid sample. Repeat Finding: No. Recommendation: We recommend that the College enhance its internal controls to ensure that Direct Loan SAS data files are reconciled monthly. View of Responsible Officials: The Financial Aid Office concurs with the audit finding of the monthly SAS reconciliation requirement to be done internally. Whittier College Financial Aid Staff failed to send the SAS files monthly to our Accounting Department for reconciliation. As of September 2023, Whittier College Financial Aid Office has calendared a monthly reconciliation report to be sent to the Accounting Department to meet the guidelines set forth by the Department of Education. This reconciliation report will be sent monthly through out the calendar year. In the summer months of June and July we may not have any funds to reconcile, however, a report will be sent regardless for compliance.

Categories

Student Financial Aid Matching / Level of Effort / Earmarking Internal Control / Segregation of Duties Cash Management Significant Deficiency

Other Findings in this Audit

  • 381228 2023-003
    Significant Deficiency
  • 381229 2023-002
    Significant Deficiency
  • 381230 2023-001
    Significant Deficiency
  • 381231 2023-003
    Significant Deficiency
  • 957670 2023-003
    Significant Deficiency
  • 957671 2023-002
    Significant Deficiency
  • 957673 2023-003
    Significant Deficiency

Programs in Audit

ALN Program Name Expenditures
84.268 Federal Direct Student Loans $6.61M
84.038 Federal Perkins Loan Program $2.78M
84.063 Federal Pell Grant Program $1.77M
84.033 Federal Work-Study Program $484,583
84.007 Federal Supplemental Educational Opportunity Grants $296,000
84.425 Education Stabilization Fund $90,146
43.001 Science $10,988
94.006 Americorps $8,806