General Information

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FMU monitors 50% of high risk grantees and at least 20% of medium and low risk grantees each fiscal year.

Financial Reviews Completed

  • Fiscal Year 2020: 50
  • Fiscal Year 2019: 64
  • Fiscal Year 2018: 44

Follow Up Reviews Completed

  • Fiscal Year 2020: 23
  • Fiscal Year 2019: 23
  • Fiscal Year 2018: 21

Certifications Fiscal Monitoring Unit staff have obtained

  • Certified Public Accountant (CPA)
  • Certified Fraud Examiner (CFE)
  • Certified Texas Contract Manager (CTCM)
  • Institute of Internal Auditors: Committee of Sponsoring Organizations Internal Control Certificate (COSO)
  • American Institute of Certified Public Accountants (AICPA) Not-for-Profit Certificate II

Training

Trainings provided by FMU staff

  • Subrecipient and Service Provider Monitoring Practices in Texas at the 2020 National Ryan White Conference
  • Identifying, Tracking, and Reporting Program Income Generated Through the 340B Program and Other Sources at the 2020 National Ryan White Conference
  • Uniform Grant Guidance Training for the Contract Management Section
  • Ryan White Part B Program Income training
  • Subrecipient Monitoring Training for Dallas County HHS

Trainings attended by FMU staff

  • The Institute of Internal Auditors COSO Internal Control Certificate
  • Yellowbook CPE Courses
  • Green Book for Internal Controls Workshop
  • Essential Audit Skills Seminar
  • HealthCare Compliance Association Annual Compliance Institute
  • Texas Society of CPAs: Practical Controls Workshop for the Small Office, Nonprofit Organizations Conference, Advanced Health Care Conference
  • Feldesman, Tucker, Leifer, & Fidell LLP: Federal Funding Academy, Ryan White Program Income
  • Ryan White HIV/AIDS Program (RWHAP) Part B Administrative Reverse Site Visit (ARSV) Meeting
  • National Ryan White Conference on HIV Care and Treatment
  • Thompson Grants: Financial Monitoring of Subrecipients: What makes sense now?
  • Executive Women in Texas Government
  • Leadercast Austin Conference
  • Skillpath: Managing Human Resources Workshop in Austin
  • Skillpath: The Leadership & Management Skills for Women Annual Association of Certified Fraud Examiners – Global Conference
  • State Auditor's Office - Leading an Audit Project
  • Behavior & Communication Skills for Auditors Class
  • Improving Communications and Conflict Resolution Skills
  • The Communicating with Professionals Seminar

Last updated September 30, 2020