FY23 Audit Update and FY24 Readiness 10-10-2024

AID 1710072 · View on Simbli

Agenda Item

2. Update on the Financial Audit

Summary: Presented by: Mr. Byron Schueneman, Chief Financial Officer, Division of Finance
                                                                      Mr. Diijon DaCosta Sr., Board Chair
                                                                       Mrs. Deirdre P. Pierce, Vice Chair
                                                                                          Mrs. Anna Hill
                                                                                 Mrs. Whitney McGinniss
                                                                                     Ms. Allyson Gevertz
                                                                                    Mrs. Vickie B. Turner
Dr. Devon Q. Horton, Superintendent                                                    Dr. Joyce Morley




                                             October 10, 2024

Attn: Audit Committee
Re: (1) Mauldin & Jenkins FY2023 Financial Statement Audit & (2) FY2024 Audit Readiness

    (1) Mauldin & Jenkins FY2023 Financial Statement Audit
 Audit Area               Requested    Outstanding Notes
 Financial Audit          109          7             4 follow up items
                                                     3 (AP listings & Fund Balance)
 Single Audit - ESSER     12           0
 Single Audit - ECF       8            4
 Single Audit – T1        24           1
 Single Audit - CNC       14           2             (SFN) Have been receiving documentation from
                                                     SFN throughout the week for 2 remaining
                                                     samples. Deadline COB 10/10 for all remaining
                                                     documentation to be submitted.
 Census – TRS             N/A          N/A           Completed as part of the financial audit.
 Census – ERS             6            0             Report released
 Census - OPEB            7            2             (HR) Employee sample and documentation
                                                     request.




Potential Audit Issues – No change from September
1. Financial Statement Timeliness
2. Delinquent Property Taxes – not recorded to ledger
3. Equity Allocation and Restatement of Prior Year Fund Balance

Timeline – 8% remaining
1. Financial Audit – depending on how quickly we can provide outstanding items
2. Single Audit - depending on how quickly we can provide outstanding items




Robert R. Freeman Administrative Complex
1701 Mountain Industrial Blvd. | Stone Mountain, GA 30083
678.676.1200 | www.dekalbschoolsga.org
   (2) FY2024 Audit Readiness

       Not started / started / rough draft completed / finalized

           a. Georgia Department of Audits & Accounts (DOAA) & Georgia Department of Audits and
              Accounts (GaDOE) Required Submissions:
                   i. FY24 CS-1 (Salary & Travel Detail) – submitted to DOAA prior to 8/15/2024
                  ii. FY24 DE-046B (Final Budget) – submitted to GaDOE before 8/30/2024
                 iii. FY24 DE-046A (Actual) submitted to GaDOE prior to 9/30/2024
                 iv. FY24 TIGA (Transparency in Government) submitted to DOAA before 10/1/2024
                  v. FY24 P-Card detail submitted to DOAA prior to 10/1/2024
                 vi. FY25 DE-046B (Initial Budget) – Due to GaDOE before 10/31/2024
           b. FY24 year-end close (YEC) and general ledger lock successfully completed within Munis
              10/3/2024.
           c. FY24 DeKalb County Schools Financial Statements – prepared internally
                   i. Management Discussion and Analysis
                  ii. Exhibits
                         1. Full Accrual
                                 a. Exhibit A – Statement of Net Position
                                 b. Exhibit B – Statement of Activities
                         2. Modified Accrual
                                 a. Exhibit C – Balance Sheet
                                 b. Exhibit E – Statement of Revenues, Expenditures, and Changes in
                                     Fund Balances
                         3. Reconciliations
                                 a. Exhibit D – Reconciliation of “A” to “C”
                                 b. Exhibit F – Reconciliation of “B” to “E”
                 iii. Notes to the Financial Statements
                 iv. Schedules
                         1. TRS - Schedule of Proportionate Share of the Net Pension Liability
                         2. TRS – Schedule of Contributions
                         3. ERS - Schedule of Proportionate Share of the Net Pension Liability
                         4. ERS – Schedule of Contributions
                         5. PSERS - Schedule of Proportionate Share of the Net Pension Liability
                         6. OPEB - Schedule of Proportionate Share of the Net Pension Liability
                         7. OPEB – Schedule of Contributions
                         8. Notes to the Required Supplementary Information
                         9. General Fund Budget and Actual
                         10. Schedule of Expenditures of Federal Awards (SEFA)
                         11. Schedule of State Revenue
                         12. Schedule of Approved Local Option Sales Tax Projects




Robert R. Freeman Administrative Complex
1701 Mountain Industrial Blvd. | Stone Mountain, GA 30083
678.676.1200 | www.dekalbschoolsga.org
           d. FY24 Audit – recommendation is to use DOAA based on relationship with firm and audit
              team assigned (past experiences / level of professionalism / partnership etc…), capacity of
              DCSD staff to prepare financial statements, expediency of audit partner and the cost of
              audit.
                   i. Financial Audit –
                          1. Cost - DOAA at no charge. Engagement letter being sent this week.
                          2. Expediency - Agreed to begin interim procedures and start on the financial
                              audit in late November / Early December. Goal to have audit completed
                              and report / opinion issued by March 31st.
                  ii. Single Audit –
                          1. Cost – DOAA using amended billing procedure based on hours. No longer
                              based on the dollar amount of federal awards. This will significantly reduce
                              our bill and charged completely to federal programs that are audited.
                          2. Expediency - Upon completion of Note 10. Schedule of Expenditure of
                              Federal Awards, DOAA will begin the engagement immediately.
                 iii. TRS/ERS/OPEB Census Testing - TBD




Robert R. Freeman Administrative Complex
1701 Mountain Industrial Blvd. | Stone Mountain, GA 30083
678.676.1200 | www.dekalbschoolsga.org