Finding 976325 (2023-003)

Material Weakness Repeat Finding
Requirement
L
Questioned Costs
-
Year
2023
Accepted
2024-06-04
Audit: 308010
Organization: City of Montgomery, Alabama (AL)
Auditor: Jackson Thornton

AI Summary

  • Core Issue: The City failed to properly monitor and review grant reports, leading to significant reporting errors.
  • Impacted Requirements: Compliance with federal guidelines for reporting expenditures and maintaining internal controls was not met, resulting in inaccurate financial reporting.
  • Recommended Follow-Up: Enhance training for staff on reporting guidelines and establish robust review procedures for all grant-related reports.

Finding Text

Identification of the Federal Program - Coronavirus State and Local Fiscal Recovery Funds - Assistance Listing Number 21.027 Criteria - The criteria is based on the guidelines and regulations set forth by the funding agency, the Department of the Treasury, in the Compliance and Reporting Guidance: State and Local Fiscal Recovery Funds document. According to these requirements, recipients must include the total of both the current period expenditure and the cumulative expenditure as of the end of each quarter on each quarterly Project and Expenditure report. These amounts should agree to amounts recorded in the City’s trial balance and amounts reported on the SEFA. The recipients must also include detailed obligation and expenditure information for contracts and grants awarded. 2 CFR 200.303, Internal Controls, requires that recipients establish and maintain effective internal control over Federal awards that provides reasonable assurance that the recipient is managing Federal awards in compliance with Federal statutes, regulations, and the terms and conditions of the Federal awards. Condition - There was a lack of monitoring and appropriate review by the City of certain reports prepared by the grant department. Effect - The following reporting errors were identified: • For the reporting period ended September 30, 2023, current expenditures of $2,138,225 were excluded from the report. • For the reporting period ended September 30, 2023, cumulative expenditures were understated by $4,286,504. • For the reporting period ended September 30, 2023, there were subrecipients listed on the report that were not true subrecipients. The entities incorrectly listed as subrecipients had subawards totaling $7,098,989 incorrectly reported on the report. • There were four reporting periods during the fiscal year under audit. The reports for two out of the four reporting periods were not submitted timely. The report for the period October to December 2022 was due on January 31, 2023 but was not submitted until February 28, 2023. The report for the period April to June 2023 was due on July 31, 2023, but it was not submitted until August 3, 2023. • The City reported that they calculated their Actual General Revenue using fiscal year amounts while the City actually used calendar year amounts to calculate their Actual General Revenue. • Six out of the nine projects reported have expected capital expenditures. Out of those six, four reported expected or actual capital expenditures of over $1,000,000 and required written justification of capital expenditures. Two of those four projects did not have written justification of capital expenditures. Cause - The reporting errors attributed to a lack of understanding/interpretation of the reporting guidelines by the responsible personnel. Recommendation - The City should ensure responsible personnel has a clear understanding of the reporting guidance. The City should implement policies and procedures to monitor and review all reports prepared and submitted by the grants department or its designee. Views of Responsible Officials - The City agrees with the finding. The City will implement additional review procedures over grant reporting requirements, including more adequate review of reports prepared by third-party grant administrators.

Categories

Subrecipient Monitoring Reporting

Other Findings in this Audit

  • 399883 2023-003
    Material Weakness Repeat
  • 399884 2023-004
    Significant Deficiency
  • 399885 2023-005
    Significant Deficiency
  • 399886 2023-006
    Material Weakness
  • 399887 2023-007
    Significant Deficiency
  • 976326 2023-004
    Significant Deficiency
  • 976327 2023-005
    Significant Deficiency
  • 976328 2023-006
    Material Weakness
  • 976329 2023-007
    Significant Deficiency

Programs in Audit

ALN Program Name Expenditures
21.027 Coronavirus State and Local Fiscal Recovery Funds $12.34M
97.083 Staffing for Adequate Fire and Emergency Response (safer) $2.02M
20.507 Federal Transit_formula Grants $1.91M
93.137 Community Programs to Improve Minority Health Grant Program $1.38M
93.391 Activities to Support State, Tribal, Local and Territorial (stlt) Health Department Response to Public Health Or Healthcare Crises $501,467
16.034 Coronavirus Emergency Supplemental Funding Program $211,644
20.526 Buses and Bus Facilities Formula, Competitive, and Low Or No Emissions Programs $196,403
10.559 Summer Food Service Program for Children $107,139
16.738 Edward Byrne Memorial Justice Assistance Grant Program $93,704
97.042 Emergency Management Performance Grants $76,080
14.218 Community Development Block Grants/entitlement Grants $59,403
20.205 Highway Planning and Construction $49,375
45.310 Grants to States $45,000
32.011 Affordable Connectivity Outrearch Grant Program $36,563
97.067 Homeland Security Grant Program $32,305
93.069 Public Health Emergency Preparedness $21,443
20.513 Enhanced Mobility of Seniors and Individuals with Disabilities $16,844
14.231 Emergency Solutions Grant Program $13,677
14.239 Home Investment Partnerships Program $10,203