OFFICE OF

THE INSPECTOR GENERAL

 

 

SOCIAL SECURITY ADMINISTRATION

 

 

 

 

SINGLE AUDIT OF THE

COMMONWEALTH OF PUERTO RICO

DEPARTMENT OF THE FAMILIY

FOR THE FISCAL YEAR

 ENDED JUNE 30, 2007

 

August 2009             A-77-09-00012

 

 

MANAGEMENT

ADVISORY REPORT

 

 

 

 

Mission

 

By conducting independent and objective audits, evaluations and investigations, we inspire public confidence in the integrity and security of SSA’s programs and operations and protect them against fraud, waste and abuse.  We provide timely, useful and reliable information and advice to Administration officials, Congress and the public.

 

Authority

 

The Inspector General Act created independent audit and investigative units, called the Office of Inspector General (OIG).  The mission of the OIG, as spelled out in the Act, is to:

 

     m    Conduct and supervise independent and objective audits and investigations relating to agency programs and operations.

     m    Promote economy, effectiveness, and efficiency within the agency.

     m    Prevent and detect fraud, waste, and abuse in agency programs and operations.

     m    Review and make recommendations regarding existing and proposed legislation and regulations relating to agency programs and operations.

     m    Keep the agency head and the Congress fully and currently informed of problems in agency programs and operations.

 

     To ensure objectivity, the IG Act empowers the IG with:

 

     m    Independence to determine what reviews to perform.

     m    Access to all information necessary for the reviews.

     m    Authority to publish findings and recommendations based on the reviews.

 

Vision

 

We strive for continual improvement in SSA’s programs, operations and management by proactively seeking new ways to prevent and deter fraud, waste and abuse.  We commit to integrity and excellence by supporting an environment that provides a valuable public service while encouraging employee development and retention and fostering diversity and innovation.


 

MEMORANDUM

 

Date:     August 20, 2009                                                                                Refer To:

 

To:       Candace Skurnik

Director

Audit Management and Liaison Staff

 

From:     Inspector General

 

Subject: Management Advisory Report:  Single Audit of the Commonwealth of Puerto Rico, Department of the Family, for the Fiscal Year Ended June 30, 2007 (A-77-09-00012)

 

 

This report presents the Social Security Administration’s (SSA) portion of the single audit of the Commonwealth of Puerto Rico, Department of the Family (PRDF), for the Fiscal Year ended June 30, 2007.  Our objective was to report internal control weaknesses, noncompliance issues, and unallowable costs identified in the single audit to SSA for resolution action.

 

The audit firm Torres Llompart, Sanchez Ruiz L.L.P. performed the audit.  We have not received the results of the desk review conducted by the U.S. Department of Agriculture (USDA).  We will notify you when we receive the results if USDA determines the audit did not meet Federal requirements.  In reporting the results of the single audit, we relied entirely on the internal control and compliance work performed by Torres Llompart, Sanchez Ruiz L.L.P., and the reviews performed by USDA.  We conducted our review in accordance with the Quality Standards for Inspections issued by the President’s Council on Integrity and Efficiency.[1]

 

For single audit purposes, the Office of Management and Budget (OMB) assigns Federal programs a Catalog of Federal Domestic Assistance (CFDA) number.  SSA’s Disability Insurance (DI) and Supplemental Security Income (SSI) programs are identified by CFDA number 96.  SSA is responsible for resolving single audit findings reported under this CFDA number.

 

The Puerto Rico Disability Determination Services (DDS) performs disability determinations under SSA’s DI program in accordance with Federal regulations.  The Puerto Rico DDS is reimbursed for 100 percent of allowable costs.  The PRDF is the Puerto Rico DDS’ parent agency.


The single audit reported PRDF:

 

1.      Did not submit the single audit report to OMB’s Federal Audit Clearinghouse within 9 months after the fiscal year-end (Attachment A, Page 1).  The corrective action plan[2] indicates PRDF will establish reliable and effective processes to comply with the reporting requirements.[3]

2.      Had deficient accounting policies, procedures, and financial reporting practices including a lack of a self-balancing set of accounts, inappropriate, and/or incomplete monthly and year-end closing procedures (Attachment A, Pages 2 through 4).  The corrective action plan indicated that a customized application system was being developed that will provide accurate and complete financial and budgetary information.3

3.      Had an inadequate filing system that did not permit the prompt retrieval of payment and other documents requested (Attachment A, Pages 5 and 6).  The corrective action plan indicated a Document Control System was developed that includes a Central File Division to maintain the supporting documents of all fiscal transactions.3

4.      Had multiple documents missing from personnel files and payroll transactions that were not being properly monitored (Attachment A, Pages 7 through 10).  The corrective action plan indicated that a taskforce was organized to review 3,000 personnel files to verify full compliance with all State regulations.3

5.      Did not have adequate procedures and controls over the timing of cash draws for SSA’s disability program and therefore was not in compliance with OMB Circular A-102 (see Attachment A, Pages 11 through 15).  PRDF disagreed with this finding; therefore, no corrective action was indicated in the report.

6.      Did not have an effective property and equipment system (Attachment A, Page 16 through 18).  The corrective action plan indicated that PRDF was developing a customized automated Property Management System.3


7.      Charged expenditures totaling $196,389 to SSA for obligations that were incurred after the end of the period of availability (see Attachment A, Pages 19 through 23).  The corrective action plan indicates PRDF will implement a mechanized application of budget control and financial transaction's register for Federal and State funds that will facilitate fiscal compliance with Federal regulations.

 

We recommend that SSA:

 

1.      Ensure PRDF’s cash draws for SSA’s disability program are in accordance with OMB Circular A-102.

 

2.      Determine whether obligations recorded after the period of availability resulted in unallowable charges and if so, request a refund of the unallowable costs.

 

Please send copies of the final Audit Clearance Document to Ken Bennett.  If you have questions contact Ken Bennett at (816) 221‑0315 extension 1558.

 

 

 

/s/

                                                                                    Patrick P. O’Carroll, Jr.

 

Attachments


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Overview of the Office of the Inspector General

The Office of the Inspector General (OIG) is comprised of an Office of Audit (OA), Office of Investigations (OI), Office of the Counsel to the Inspector General (OCIG), Office of External Relations (OER), and Office of Technology and Resource Management (OTRM).  To ensure compliance with policies and procedures, internal controls, and professional standards, the OIG also has a comprehensive Professional Responsibility and Quality Assurance program.

Office of Audit

OA conducts financial and performance audits of the Social Security Administration’s (SSA) programs and operations and makes recommendations to ensure program objectives are achieved effectively and efficiently.  Financial audits assess whether SSA’s financial statements fairly present SSA’s financial position, results of operations, and cash flow.  Performance audits review the economy, efficiency, and effectiveness of SSA’s programs and operations.  OA also conducts short-term management reviews and program evaluations on issues of concern to SSA, Congress, and the general public.

Office of Investigations

OI conducts investigations related to fraud, waste, abuse, and mismanagement in SSA programs and operations.  This includes wrongdoing by applicants, beneficiaries, contractors, third parties, or SSA employees performing their official duties.  This office serves as liaison to the Department of Justice on all matters relating to the investigation of SSA programs and personnel.  OI also conducts joint investigations with other Federal, State, and local law enforcement agencies.

Office of the Counsel to the Inspector General

OCIG provides independent legal advice and counsel to the IG on various matters, including statutes, regulations, legislation, and policy directives.  OCIG also advises the IG on investigative procedures and techniques, as well as on legal implications and conclusions to be drawn from audit and investigative material.  Also, OCIG administers the Civil Monetary Penalty program.

Office of External Relations

OER manages OIG’s external and public affairs programs, and serves as the principal advisor on news releases and in providing information to the various news reporting services.  OER develops OIG’s media and public information policies, directs OIG’s external and public affairs programs, and serves as the primary contact for those seeking information about OIG.  OER prepares OIG publications, speeches, and presentations to internal and external organizations, and responds to Congressional correspondence. 

Office of Technology and Resource Management

OTRM supports OIG by providing information management and systems security.  OTRM also coordinates OIG’s budget, procurement, telecommunications, facilities, and human resources.  In addition, OTRM is the focal point for OIG’s strategic planning function, and the development and monitoring of performance measures.  In addition, OTRM receives and assigns for action allegations of criminal and administrative violations of Social Security laws, identifies fugitives receiving benefit payments from SSA, and provides technological assistance to investigations.



[1] In January 2009, the President’s Council on Integrity and Efficiency was superseded by the Council of the Inspectors General on Integrity and Efficiency, Inspector General Reform Act of 2008, Pub. L. No. 110‑409 § 7, 5 U.S.C. App. 3 § 11.

[2] The corrective action plans contained in the Single Audit of the Commonwealth of Puerto Rico, Department of the Family, for the Fiscal Year Ended June 30, 2007, were of very low print quality.  Therefore, the corrective action plans are not included in this report.  By request, the Office of the Inspector General (OIG) will provide a copy of the single audit report to SSA.

 

[3] This finding and OIG’s recommendation were reported in the Management Advisory Report: Single Audit of the Commonwealth of Puerto Rico, Department of the Family, for the Fiscal Year Ended June 30, 2006 (A-77-09-00011), issued August 5, 2009.  Accordingly, we are not making a recommendation.