Finding 964840 (2023-001)

Significant Deficiency
Requirement
C
Questioned Costs
-
Year
2023
Accepted
2024-03-28
Audit: 300136
Organization: Colgate University (NY)
Auditor: Kpmg LLP

AI Summary

  • Core Issue: The University submitted a reimbursement request for the Federal Direct Loan Program that exceeded the actual funds disbursed, leading to an overdraw of $1,987,716.
  • Impacted Requirements: Internal controls over cash management were inadequate, resulting in significant deficiencies in the reimbursement process.
  • Recommended Follow-Up: Ensure a thorough review of reimbursement requests is conducted and documented before processing to prevent future discrepancies.

Finding Text

(1) Summary of Auditors’ Results a. Type of report issued on whether the financial statements were prepared in accordance with generally accepted accounting principles: Unmodified b. Internal control deficiencies over financial reporting disclosed by the audit of the financial statements: • Material weaknesses: No • Significant deficiencies: None Reported c. Noncompliance material to the financial statements: No d. Internal control deficiencies over major programs disclosed by the audit: • Material weaknesses: No • Significant deficiencies: Yes – See Finding 2023-001 e. Type of report issued on compliance for major programs: Unmodified f. Audit findings that are required to be reported in accordance with 2 CFR 200.516(a): Yes g. Major program: • Student Financial Assistance Cluster – various Federal Assistance Listing numbers h. Dollar threshold used to distinguish between Type A and Type B programs: $750,000 i. Auditee qualified as a low-risk auditee: Yes (2) Findings Relating to the Financial Statements Reported in Accordance with Government Auditing Standards None. (3) Findings and Questioned Costs Relating to Federal Awards Finding Number: 2023-001 Federal Agency: U.S. Department of Education Program: Federal Direct Loan Program Federal Assistance Listing Numbers: 84.268 Criteria Per CFR 200 Part 5 Student Financial Statement Assistance Cluster, institutions request funds from the Education Department under the advance, reimbursement, or heightened cash monitoring payment methods. The University utilizes the reimbursement payment method. Under this method an institution is required to credit the student’s account with the eligible amount of funds and pay any remaining credit balances before seeking reimbursement from the Department of Education (ED). The reimbursement request must be accompanied by supporting documentation for the disbursed funds. Once the reimbursement request is approved, ED will transfer the funds electronically to the institution’s account. Condition The University submitted a reimbursement request for the Federal Direct Loan Program for November 2022 that was greater than the amount of funds disbursed for the period. The Financial Aid Office identified this error after the drawdown of funds occurred. After the identification of this error, the University issued a refund to ED in the amount of $1,987,716. However, there was a period during which the University had overdrawn its Federal Direct Loan Program funds. Cause The University’s cash management process did not include a requirement to review the reimbursement request before it was processed. Effect If appropriate controls are not designed and operating effectively over the cash management process, reimbursement requests may be submitted that are in excess of funds disbursed for the time period. Questioned Costs None Noted Statistical Sampling The sample was not intended to be and was not a statistically valid sample. Prior Year Finding No. Recommendation We recommend that the University perform and document a review of reimbursement submissions before they are processed to ensure that reimbursement requests are not in excess of funds disbursed for the period. Management Views After the identification of the error in the Federal Direct Loan reimbursement request for November 2022, the University implemented a review requirement. The Director of Tax and Financial Reporting or the AVP, Controller must review the reimbursement request calculated by the Assistant Controller and Director of Grant Accounting before it can be processed. As of June 30, 2023, this review requirement was fully implemented.

Categories

Cash Management Student Financial Aid

Other Findings in this Audit

  • 388398 2023-001
    Significant Deficiency

Programs in Audit

ALN Program Name Expenditures
84.268 Federal Direct Student Loans $6.70M
84.063 Federal Pell Grant Program $2.22M
84.U00 Federal Perkins Loan Program $646,940
47.050 Geosciences $595,838
47.049 Mathematical and Physical Sciences $430,279
84.007 Federal Supplemental Educational Opportunity Grants $332,352
84.033 Federal Work-Study Program $307,480
93.859 Biomedical Research and Research Training $156,894
45.163 Promotion of the Humanities_professional Development $148,882
47.076 Education and Human Resources $81,710
47.070 Computer and Information Science and Engineering $75,394
15.922 Native American Graves Protection and Repatriation Act $65,040
10.652 Forestry Research $60,630
47.075 Social, Behavioral, and Economic Sciences $52,267
47.074 Biological Sciences $33,346
43.001 Science $18,930
43.008 Education $11,418