Finding 966553 (2023-004)

-
Requirement
N
Questioned Costs
$1
Year
2023
Accepted
2024-03-29
Audit: 301000
Organization: Union College (KY)
Auditor: Sikich LLP

AI Summary

  • Core Issue: The College miscalculated refund amounts for Title IV funds due to incorrect days counted during the Spring 2023 withdrawal calculations.
  • Impacted Requirements: Noncompliance with 34 CFR 668.22 regarding accurate refund calculations and timely return of funds.
  • Recommended Follow-Up: Ongoing training on Title IV requirements and implementation of stronger controls to ensure accurate and timely processing of unearned aid.

Finding Text

2023-004 – Student Financial Aid Cluster – (a) Federal Pell Grant (b) Federal Supplemental Educational Opportunity Grant (c) Federal Work Study Grant (d) Federal Perkins Loan Program (e) Federal Direct Student Loans (f) Teacher education Assistance for College and Higher Education ALN (a) 84.063 (b) 84.007 (c) 84.033 (d) 84.038 (e) 84.268 (f) 84.379 – Year Ended June 30, 2023 Criteria: 34 CFR 668.22 (a)(1) states “When a recipient of title IV grant or loan assistance withdraws from an institution during a payment period or period of enrollment in which the recipient began attendance, the institution must determine the amount of title IV grant or loan assistance that the student earned as of the student's withdrawal date in accordance with paragraph (e) of this section.” 34 CFR 668.22 (e)(2) states, “The percentage of title IV grant or loan assistance that has been earned by the student is - (i) Equal to the percentage of the payment period or period of enrollment that the student completed (as determined in accordance with paragraph (f) of this section) as of the student's withdrawal date, if this date occurs on or before - (A) Completion of 60 percent of the payment period or period of enrollment for a program that is measured in credit hours; or…” 34 CFR 668.22(j) notes, “(1) An institution must return the amount of title IV funds for which it is responsible under paragraph (g) of this section as soon as possible but no later than 45 days after the date of the institution's determination that the student withdrew as defined in paragraph (l)(3) of this section. The timeframe for returning funds is further described in § 668.173(b).” An institution must notify the student of a post-withdrawal disbursement of Federal Direct Loans used to credit the student’s account for outstanding charges (34 CFR 668.22). Condition: The College did not accurately complete refund calculations in the Spring. In review of the Spring 2023 calculations the number of days in the break was not calculated correctly, resulting in the incorrect days in Spring 2023 return of Title IV funds calculations. As a result of the incorrect number of days, the amounts of Title IV amounts returned for all withdrawn students were incorrectly calculated for 1 out of the population of 4 (25%) total withdrawal calculations. We consider this finding to be an instance of noncompliance in relation to Special Tests and Provisions. Statistical sampling was not used in making sample selections. Questioned Costs: $6,802 Cause and Effect: Miscalculation of the days in the Return of Title IV funds calculations resulted in incorrect amounts returned by the College. Recommendation: We recommend the College continually educate themselves on the requirements for the return of title IV fund and ensure the proper controls are implemented to timely and accurately return unearned aid. Views of Responsible Officials: Management agrees with this Single Audit Finding and response is included in the Corrective Action Plan.

Categories

Questioned Costs Student Financial Aid Special Tests & Provisions Matching / Level of Effort / Earmarking

Other Findings in this Audit

Programs in Audit

ALN Program Name Expenditures
84.268 Federal Direct Student Loans $5.53M
84.063 Federal Pell Grant Program $2.33M
84.031 Higher Education_institutional Aid $445,182
84.038 Federal Perkins Loan Program $397,596
84.042 Trio_student Support Services $381,744
84.033 Federal Work-Study Program $178,785
84.007 Federal Supplemental Educational Opportunity Grants $99,371
84.379 Teacher Education Assistance for College and Higher Education Grants (teach Grants) $47,150