REPORT DIGEST

 

GOVERNOR’S OFFICE OF MANAGEMENT AND BUDGET

 

FINANCIAL AUDIT AND COMPLIANCE EXAMINATION

For the Two Years Ended:

June 30, 2007

 

Summary of Findings:

 

Total this audit                 12

Total last audit                   7

Repeated from last audit    6

 

 

Release Date:

May 27, 2008

 

State of Illinois

Office of the Auditor General

WILLIAM G. HOLLAND

AUDITOR GENERAL

 

To obtain a copy of the Report contact:

Office of the Auditor General

Iles Park Plaza

740 E. Ash Street

Springfield, IL 62703

(217) 782-6046 or TTY (888) 261-2887

 

This Report Digest and the Full Report are also available on

the worldwide web at

http://www.auditor.illinois.gov

 

 

 

 

SYNOPSIS

 

 

·        The Office did not exercise adequate controls over contractual agreements. 

 

·        The Office did not exercise adequate control over its interagency agreements and related travel expenditures. 

 

·        The Office did not exercise adequate control over its travel functions.  

 

·        The Office personnel files did not contain all required information.

 

·        The Office did not maintain sufficient controls over the recording and reporting of State property.

 

·        The Office did not fully comply with annual financial reporting requirements set forth by continuing disclosure undertakings.

 

·        The Office did not comply with provisions of the Accountability for the Investment of Public Funds Act.

 

·        The Office did not exercise adequate control over its Cash Management Improvement Act Annual Report.

 

 

 

 

 

 

 

 

 

 

Expenditures and Activity Measures are summarized on the reverse page.}


GOVERNOR’S OFFICE OF MANAGEMENT AND BUDGET

FINANCIAL AUDIT AND COMPLIANCE EXAMINATION

FOR THE TWO YEARS ENDED JUNE 30, 2007

 

EXPENDITURE STATISTICS

FY07

FY06

FY05

Total Expenditures

(All Treasury Held Funds).........................

 

$308,465,060

 

$307,569,832

 

$284,463,135

 

·         Total Appropriated Funds......................

            % of Total Expenditures.................

 

Personal Services.....................................

            % of Total Appropriated Funds...........

            Average No. of Employees.................

 

$305,487,949

99.03%

 

$1,956,711

.64%

47

 

$306,255,969

99.58%

 

$2,025,764

.66%

49

 

$283,977,134

99.80%

 

$1,918,465

.67%

46

      Other Payroll Costs (FICA, Retirement)....

            % of Total Appropriated Funds...........

$377,273

.12%

$307,738

.10%

$448,048

.16%

      General and Administrative Expenditures...

            % of Total Appropriated Funds...........

$521,033

.17%

$430,488

.14%

$563,929

.20%

      Expenditures necessary for sale of

            State bonds........................................

            % of Total Appropriated Funds...........

 

$909,788

.30%

 

$1,162,984

.38%

 

$1,106,866

.39%

      Expenditures pursuant to the Build

            Illinois Bond Act.................................

            % of Total Appropriated Funds...........

 

$287,871,318

94.23%

 

$288,480,514

94.20%

 

$266,084,415

93.70%

      Principle, interest premium on limited

            obligation revenue bonds

            % of Total Appropriated Funds...........

 

$13,851,826

4.54%

 

 

$13,848,481

4.52%

 

$13,855,411

4.88%

 

·         Total Non-Appropriated Funds..............

            % of Total Expenditures.................

 

Interest liability on federal funds................

      % of Total Non-Appropriated Funds....

$2,977,111

.97%

 

$2,977,111

100%

$1,313,863

.42%

 

$1,313,863

100%

$486,001

.20%

 

$486,011

100%

Cost of Property and Equipment................

     

$338,535

$334,645

$398,672

 

SELECTED ACTIVITY MEASURES (Not Examined)

FY 2007

FY 2006

 

    Amount of General Obligation and Build Illinois Bonds Issued.......................................................................

 

$1,487,000,000

 

$2,414,950,000

 

 

 

 

AGENCY DIRECTOR

During Audit Period:  Mr. John Filan (through 1/17/07); Ms. Ginger Ostro (effective 1/18/07)

Currently:  Ms. Ginger Ostro


 



 

 

 

 

 

 

 

 

Problems with contracts tested totaling $7,256,194

 

 

 

 

 

Inadequate documentation maintained

 

 

 

 

 

 

 

Agency improperly paid $29,330

 

 

 

 

 

Contract Documents were not properly completed

 

 

 

 

 

 

 

 

Contracts not filed with State Comptroller’s Office

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


GOMB agrees with auditors

 

 

 

 

 

 

 

 

 

 

 

 

Employees reimbursed for travel expenses totaling $5,093 that should have been reimbursed by other State agencies

 

 

 

 

 

 

 

Interagency agreements not signed or signed timely

 

 

 

 

 

 

 

 

 

 

 

 

GOMB agrees with auditors

 

 

 

 

 

 

 

 

 

 

 

 

Lack of control over travel expenditures resulted in overpayment of $1,579

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

GOMB agrees with auditors

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Performance evaluations not documented

 

 

Salary adjustments not properly documented and/or authorized

 

 

 

 

 

 

 

 

 

 

 

GOMB agrees with auditors

 

 

 

 

 

 

 

 

 

 

 

 

$64,700 of transfers reported as deletions

 

 

Items totaling $10,129 not reported

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

GOMB agrees with auditors

 

 

 

 

 

 

 

 

 

 

Office did not submit financial statements as required

 

 

 

 

GOMB agrees with auditors

 

 

 

 

 

 

 

 

 

 


 

Investment information not posted online

 

 

 

 

 

 

 

 

 

 

GOMB agrees with auditors

 

 

 

 

 

 

 

 

 

Supporting documentation not maintained for direct cost claims

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

GOMB agrees with auditors

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

FINDINGS, CONCLUSIONS, AND RECOMMENDATIONS

 

INADEQUATE CONTROL OVER CONTRACTUAL AGREEMENTS

 

      The Office did not exercise adequate controls over contractual agreements. 

 

      We tested 21 contracts totaling $7,256,194 and noted in certain instances the Office did not bid out professional services contracts in excess of $20,000, failed to publish its notices of intent to enter into sole source contracts, and did not timely publish notices of contracts let or awarded in the Illinois Procurement Bulletin.

 

      Of the 21 contracts tested, 15 were awarded through the competitive selection process and we noted the Office did not maintain adequate documentation of its request for proposal and contract award processes.  We noted the Office did not award contracts to the bidders with the highest scores based on criteria set forth in the RFP, scoring sheets could not be located or did not contain all pertinent information, proposals were not scored in a consistent manner and in one instance, a proposal was given higher than the maximum allowable points for a specified criterion.

 

      The Office entered into interagency agreements for 11 of the 21 contracts tested and we noted in certain instances interagency agreements were not signed by all parties prior to the performance of services under the associated contract.  In one instance, the Office reimbursed a contractor for expenses incurred totaling $29,330 although another State agency was responsible for the costs incurred by the contractor.

 

      We also noted 17 of 21 Contract Obligation Documents (COD) were not properly completed as the CODs included inaccurate award code information, were prepared with inaccurate or missing compensation information, were not submitted timely, did not contain an authorization signature and date and did not include the correct inception date of the contract.

 

      Lastly, we were unable to determine if 7 of 21 contracts tested, totaling $377,495, were approved prior to the performance of services under the contract as the signature dates were absent.  In addition, we noted 2 of 21 contracts, totaling in excess of $45,002, were not filed with Illinois Office of the Comptroller and we were unable to determine if the Office should have obtained additional signatures and approval for 1 of 21 contracts tested as the contact was for services to be rendered on an hourly basis, but the contract did not specify a maximum number of hours or dollar amount for the services.  (Finding 1, pages 12-15)