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Consistent Communication Could Improve Accountability and Decisions 
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United States Government Accountability Office: 
GAO: 

Report to the Congress: 

December 2010: 

Recovery Act: 

Head Start Grantees Expand Services, but More Consistent Communication 
Could Improve Accountability and Decisions about Spending: 

GAO-11-166: 

GAO Highlights: 

Highlights of GAO-11-166, a report to the Congress. 

Why GAO Did This Study: 

This report responds to two mandates for GAO under the American 
Recovery and Reinvestment Act of 2009 (Recovery Act). First, it is the 
latest report on the uses of and accountability for Recovery Act funds 
in selected states and localities. Second, it comments on recipients’ 
reports of the jobs created and retained. The Recovery Act provided 
$2.1 billion for Head Start and Early Head Start, primarily to expand 
services. 

GAO addressed four questions: (1) How have Head Start and Early Head 
Start grantees used Recovery Act funds, including for expanding 
enrollment? (2) What challenges have grantees encountered in spending 
Recovery Act funds? (3) How has the Office of Head Start (OHS) 
monitored the use of Recovery Act funds? (4) How has the quality of 
jobs data reported by Recovery Act recipients, particularly Head Start 
grantees, changed over time? In this report, GAO also updates the 
status of open recommendations from previous bimonthly and recipient 
reporting reviews. To address these questions, GAO interviewed 
grantees, analyzed federal agency and recipient reported data, and 
interviewed officials. 

What GAO Found: 

Grantees reported using Recovery Act funds to expand enrollment and 
staff in a variety of ways, but new enrollment was lower than 
anticipated and reported enrollment numbers may not always be 
reliable. Grantees received funds to increase enrollment from about 
890,100 to an additional 60,600; reported enrollment increased by 
55,100 by the end of September 2010. Grantees GAO interviewed used 
different definitions of “enrollment,” which OHS does not verify, 
introducing some unreliability in reporting. Grantees nationwide 
reported adding significant numbers of staff, but the portion of 
teachers who met recently increased standards slightly declined. 

Grantees experienced challenges in spending first-year Recovery Act 
funds, including delays in receiving grants and preparing facilities 
for expanded services, and received mixed messages about what to do 
with unobligated funds. By the end of the first year of Recovery Act 
funding, expansion grantees had expended at least 60 percent of their 
awards. Also, more than half of the grantees GAO interviewed said they 
were unclear about the policy regarding unobligated first-year funds. 
Because OHS did not clearly communicate its policy to regional 
offices, grantees adopted varied spending practices that may not 
always have directed expansion funds toward programs’ highest, current 
priorities. 

OHS has engaged a contractor to conduct the large volume of monitoring 
visits required 1 year after expanded operations begin, but has not 
always incorporated some risk indicators in planning reviews. OHS has 
also been conducting other monitoring efforts, including mandatory 1-
year visits for Early Head Start expansion grantees. These 1-year 
reviews include additional coverage of grantee governance and 
financial management. In response to prior GAO findings of fraudulent 
enrollment and attendance and enrollment discrepancies among some Head 
Start grantees, all monitoring visits to new grantees will be 
implemented as “surprise” visits. A few grantees awarded expansion 
funds had been earlier identified as high risk by their regional 
offices, and the HHS Inspector General identified several financial 
management deficiencies among four of the expansion grantees it 
reviewed. However, information on identified risks was not always 
available to OHS reviewers. OHS plans to scope and staff its 1-year 
reviews of Recovery Act grantees based primarily on their prior 
experience with Head Start and Early Head Start and whether the 
grantees have recently received a triennial review. 

GAO’s analysis of the data reported by recipients in Recovery.gov, 
including jobs funded, shows results similar to previous reporting 
periods. For example, GAO continued to see a small number of reports 
for which data issues could prevent linking related reports across 
quarters. Analysis of Head Start recipient data showed that an earlier 
concern with calculating full-time equivalent jobs is being addressed. 
Further, in response to September 2010 Office of Management and Budget 
guidance on transparency of narrative descriptions, OHS reported that 
additional agency reviews resulted in recipients clarifying their 
reports. 

What GAO Recommends: 

GAO recommends OHS verify the definition of enrollment, clearly 
communicate it to grantees along with policies for extending the use 
of Recovery Act funds, and incorporate known risks into review 
planning. HHS generally agreed with GAO’s recommendations. 

View [hyperlink, http://www.gao.gov/products/GAO-11-166] or key 
components. For more information, contact Cornelia M. Ashby at (202) 
512-7215 or ashbyc@gao.gov or Yvonne D. Jones at (202) 512-6878 or 
jonesy@gao.gov. 

[End of section] 

Contents: 

Letter: 

Background: 

Grantees Report Expanding Program Options, Staff, and Enrollment, but 
Enrollment Figures May Be Unreliable: 

Following Low Expenditure Rates in the First Year, Mixed Messages from 
OHS about Spending Policy Led to Varied Spending Practices: 

OHS Hired a Contractor to Both Prepare for and Conduct On-Site 
Reviews, but Has Not Incorporated Some Risk Indicators in Planning for 
Reviews: 

Oversight of Recipient Reporting Data Quality Continues for the Fifth 
Round of Reporting: 

Conclusions: 

Recommendations for Executive Action: 

Agency Comments and Our Evaluation: 

Appendix I: Objectives, Scope, and Methodology: 

Appendix II: Comments from the Department of Health and Human Services: 

Appendix III: Status of Prior Open Recommendations and Matters for 
Congressional Consideration: 

Appendix IV: GAO Contacts and Staff Acknowledgments: 

Related GAO Products: 

Tables: 

Table 1: Use of Recovery Act Funds: 

Table 2: Reported Changes in Selected Features of Head Start and Early 
Head Start Programs Nationwide, before and after the Recovery Act: 

Table 3: Legal and Nonlegal Definitions of Head Start Enrollment: 

Table 4: First-Year Drawdown Rates for Grantees by Program Type, as of 
the beginning of November 2010: 

Table 5: Monitoring Reviews Planned by April 30, 2011, for Different 
Types of Recovery Act Early Head Start Expansion Grantees: 

Table 6: Status of OHS Monitoring Activities: 

Table 7: Grantees Visited or Interviewed by GAO: 

Figures: 

Figure 1: Estimated vs. Actual Federal Outlays to States and 
Localities for All Programs under the Recovery Act: 

Figure 2: Allocation of $744 Million in Expansion Funds Awarded for 
the First Year of the Grant, as of September 30, 2010: 

Figure 3: Full-Time Equivalent Positions Reported Funded by Head Start 
and Early Head Start Expansion Grantees Using Recovery Act Funds: 

Figure 4: Mean Full-Time Equivalent Positions Reported Funded per Head 
Start and Early Head Start Expansion Grantee: 

Figure 5: Number of Children and Families Funded to Be Served and 
Reported Head Start and Early Head Start Enrollment, October 2009- 
September 2010: 

Figure 6: Minimum Percentage of Recovery Act Expansion and COLA/QI 
Funds Drawn Down (Expended): 

Figure 7: Cumulative Fiscal Year 2010 Recovery Act Expansion Awards 
Timeline and Drawdown: 

Figure 8: Regularly Scheduled Monitoring Visits and Planned Recovery 
Act 1-Year Reviews, May 2010-April 2011: 

Abbreviations: 

ACF: Administration for Children and Families: 

COLA: cost-of-living adjustment: 

Danya: Danya International: 

FTE: full-time equivalent: 

HHS: Department of Health and Human Services: 

OHS: Office of Head Start: 

OIG: Office of the Inspector General: 

OMB: Office of Management and Budget: 

PIR: Program Information Report: 

PMS: Payment Management System: 

QI: quality improvement: 

Recovery Act: American Recovery and Reinvestment Act of 2009: 

SAC: State Advisory Councils: 

[End of section] 

United States Government Accountability Office: 
Washington, DC 20548: 

December 15, 2010: 

Report to the Congress: 

In the 22 months since the American Recovery and Reinvestment Act of 
2009 (Recovery Act)[Footnote 1] was enacted, the Department of the 
Treasury has paid out approximately $181.9 billion in Recovery Act 
funds for use in states and localities to promote economic recovery. 
[Footnote 2] These funds have been used to support and preserve 
services in a wide range of areas including health, education, 
transportation, and child development. In particular, the Recovery Act 
provided $2.1 billion for Head Start and Early Head Start,[Footnote 3] 
primarily to expand the program from about 890,100 to about an 
additional 60,600 children and families.[Footnote 4] Since its 
inception, the program has provided comprehensive early childhood 
development services intended to promote the school readiness of low- 
income children. 

The Recovery Act requires that GAO conduct bimonthly reviews of how 
Recovery Act funds are being used and whether they are achieving their 
stated purposes to preserve and create jobs, as well as assist those 
most affected by the recession.[Footnote 5] The Recovery Act also 
requires GAO to comment and report quarterly on estimates of job 
creation and retention as reported by recipients.[Footnote 6] 

In this report, the eighth in a series responding to the act's 
mandate, we update and add new information on the use of Recovery Act 
funds by the Head Start program, and on the quality of recipient job 
reports. Specifically, we examined (1) how Head Start and Early Head 
Start grantees used Recovery Act funds, including for expanding 
enrollment; (2) what challenges grantees have encountered in spending 
Recovery Act funds; (3) how the Office of Head Start (OHS) has 
monitored the use of Recovery Act funds; and (4) how the quality of 
jobs data reported by Recovery Act recipients, particularly Head Start 
grantees, has changed over time. To address these questions, we 
analyzed grant awards, agency data, and relevant federal laws and 
regulations, as well as federal agency guidance. We spoke with 
relevant program officials at the Department of Health and Human 
Services' (HHS) OHS and an OHS contractor. We conducted interviews 
with 16 grantees in 11 states, 4 of which were among the 16 states on 
which GAO has reported in previous bimonthly reviews. We followed up 
with 9 grantees that we have previously reported on in these 4 states, 
while the remaining 7 we selected by analyzing HHS expenditure data to 
identify grantees with low drawdown rates as of July 2010. These 16 
grantee interviews are not generalizable to the approximately 1,600 
Head Start and Early Head Start grantees nationwide in fiscal year 
2009. In addition, we assessed recipient reports nationwide for the 
quarter ending September 30, 2010, as well as those of Head Start 
grantees for completeness and reliability. We also analyzed Head Start 
grantees' reported "full-time equivalent" jobs data across time. 

Our oversight of programs funded by the Recovery Act has resulted in 
more than 80 related products (see Related GAO Products at the end of 
this report) with numerous recommendations. This report updates agency 
actions in response to recommendations from previous bimonthly and 
recipient reporting reviews that have not been fully implemented (open 
recommendations) in appendix III, including our prior recommendations 
regarding the use of Recovery Act funds for Head Start. 

We conducted this performance audit from August 2010 to December 2010 
in accordance with generally accepted government auditing standards. 
Those standards require that we plan and perform the audit to obtain 
sufficient, appropriate evidence to provide a reasonable basis for our 
findings and conclusions based on our audit objectives. We believe 
that the evidence obtained provides a reasonable basis for our 
findings and conclusions based on our audit objectives. 

Background: 

Total Recovery Act Outlays to States and Localities: 

Actual federal outlays to states and localities for all programs under 
the Recovery Act, including Head Start, totaled approximately $181.9 
billion through November 26, 2010. Of that amount, about 9.5 percent-- 
$17.3 billion--has been paid out since the start of federal fiscal 
year 2011 on October 1, 2010.[Footnote 7] Figure 1 shows the estimated 
federal outlays (in billions of dollars) to states and localities for 
Recovery Act programs for fiscal years 2009 through 2016. 

Figure 1: Estimated vs. Actual Federal Outlays to States and 
Localities for All Programs under the Recovery Act: 

[Refer to PDF for image: vertical bar graph] 

Federal fiscal year (Oct. 1-Sept. 30): 2009; 
Original estimate: $48.9 billion; 
Actual as of November 26, 2010: $52.9 billion. 

Federal fiscal year (Oct. 1-Sept. 30): 2010; 
Original estimate: $107.7 billion; 
Actual as of November 26, 2010: $111.7 billion. 

Federal fiscal year (Oct. 1-Sept. 30): 2011; 
Original estimate: $63.4 billion; 
Actual as of November 26, 2010: $17.3 billion. 

Federal fiscal year (Oct. 1-Sept. 30): 2012; 
Original estimate: $23.3 billion. 

Federal fiscal year (Oct. 1-Sept. 30): 2013; 
Original estimate: $14.4 billion. 

Federal fiscal year (Oct. 1-Sept. 30): 2014; 
Original estimate: $9.1 billion. 

Federal fiscal year (Oct. 1-Sept. 30): 2015; 
Original estimate: $5.7 billion. 

Federal fiscal year (Oct. 1-Sept. 30): 2016; 
Original estimate: $2.5 billion. 

Source: GAO analysis of CBO, Federal Funds Information for States, and 
Recovery.gov data. 

[End of figure] 

To facilitate accountability over the use of Recovery Act funds, the 
act requires that nonfederal recipients of Recovery Act funds--
including those with grants, contracts, or loans--submit quarterly 
reports that are to include a list of each project or activity for 
which Recovery Act funds were expended or obligated and information 
concerning the amount and use of funds and jobs created or retained by 
these projects and activities, among other information. [Footnote 8] 
The latest of these recipient reports covered the projects and 
activities as of the Recovery Act's passage through the quarter ending 
September 30, 2010. 

The Head Start Program: 

Established in 1965, Head Start provides for services to young, low-
income children and their families.[Footnote 9] It promotes pre-school 
aged children's development and school readiness by enhancing their 
cognitive, social, and emotional development through providing a range 
of individualized services. The Early Head Start program, begun in 
1994, focuses on serving children from birth to age 3 and pregnant 
women. Both Head Start and Early Head Start are overseen by OHS, 
within the Administration for Children and Families (ACF) at HHS. OHS 
awards grants directly to public and private nonprofit and for-profit 
agencies. Grants policy is established by ACF and HHS. 

Head Start Funds under the Recovery Act: 

Under the Recovery Act, OHS received $2.1 billion for Head Start and 
Early Head Start. Of that amount, OHS designated about $1.5 billion to 
expand the number of children and pregnant women served. The Recovery 
Act required OHS to obligate all funds--mostly by awarding funds to 
grantees--by September 30, 2010.[Footnote 10] To serve additional 
children and families with Recovery Act funds, OHS awarded Head Start 
expansion grants generally for a period of 2 years. Consistent with 
the Recovery Act,[Footnote 11] OHS designated a portion of these funds 
for training and technical assistance to the expansion grantees. In 
addition to expanding services, the Head Start Act directs a portion 
of Recovery Act funds to be allocated to increase salaries, improve 
program quality, develop state advisory councils, and monitor 
grantees, as shown in table 1. About $600 million was dedicated to 
these purposes. 

Table 1: Use of Recovery Act Funds: 

Category: Head Start expansion; 
Purpose: To expand Head Start services to additional pre-school 
children; 
Recovery Act funds: $200 million. 

Category: Early Head Start expansion; 
Purpose: To expand Early Head Start services to additional infants, 
toddlers, and their families; 
Recovery Act funds: $1.18 billion. 

Category: Head Start and Early Head Start training and technical 
assistance; 
Purpose: Used to hire or obtain expertise on developing a Head Start 
or Early Head Start program and conforming to the Head Start 
Performance Standards; 
Recovery Act funds: $114 million. 

Expansion subtotal: $1.49 billion. 

Category: Quality improvement; 
Purpose: Existing grantees were permitted to use these funds for 
improvements such as upgrading facilities, improving compensation, 
training staff or improving staff qualifications, and increasing the 
hours of operation. Awarded mostly in September 2009, these funds were 
available until September 30, 2010; 
Recovery Act funds: $354 million. 

Category: Cost of living adjustment; 
Purpose: Existing grantees were eligible to receive cost of living 
adjustment funds of 1.8 percent for each eligible staff member. These 
funds were awarded mostly in September 2009; 
Recovery Act funds: $122 million. 

State Advisory Councils (SAC); 
Purpose: Designated by governors, SAC members are charged with 
ensuring statewide coordination and collaboration among early 
childhood programs and services, including Head Start, child care, and 
pre-kindergarten programs and services; 
Recovery Act funds: $100 million. 

Category: OHS monitoring of expansion grantees; 
Recovery Act funds: $33 million. 

Nonexpansion subtotal: $609 million. 

Category: Total; 
Recovery Act funds: $2.1 billion. 

Source: GAO analysis of OHS data. 

[End of table] 

As of September 30, 2010, OHS had awarded about 99 percent of the $1.5 
billion in Recovery Act funds designated for expanding Head Start and 
Early Head Start, primarily for staffing.[Footnote 12] OHS awarded 
$744 million for the first year of the expansion grant period, or 
fiscal year 2010. As shown in figure 2, after staffing, the second 
largest budget category to which funds were dedicated was "other" 
costs, which can be used for activities such as insurance, food, and 
administrative costs.[Footnote 13] Funds from the third largest budget 
category, "contractual," may be used to engage entities such as start-
up planning consultants, agencies to which grantees delegate funds to 
operate Head Start or Early Head Start programs, or food service 
providers. 

Figure 2: Allocation of $744 Million in Expansion Funds Awarded for 
the First Year of the Grant, as of September 30, 2010: 

[Refer to PDF for image: pie-chart] 

Staffing: 41%; 
Contractual: 13%; 
Supplies: 12%; 
Equipment: 6%; 
Facilities construction: 6%; 
Indirect costs: 3%; 
Travel: 1%; 
Other: 15%. 

Source: FAA data. 

[End of figure] 

As we reported in May 2010, OHS had awarded most expansion funds 
within a year of the law's enactment, but had not met its goal of 
awarding Early Head Start expansion grants by the end of September 
2009.[Footnote 14] Instead, the first Early Head Start awards were 
made in November 2009, and the last one was made in July 2010. OHS 
officials explained that several factors slowed the process of making 
Early Head Start awards, such as the high volume of applications. The 
prolonged award-making process contributed to a low drawdown 
(expenditure) rate. It also put pressure on grantees because OHS 
shortened the period designated for start-up in some cases.[Footnote 
15] 

Like typical Head Start and Early Head Start grants, expansion 
grantees receive funding 1 year at a time partly to ensure that 
grantees expend funds prudently.[Footnote 16] Consistent with its 
general practice, OHS awarded the first year of Recovery Act funds 
between September 2009 and July 2010 for expenditures by September 29, 
2010.[Footnote 17] Near the end of the same fiscal year, OHS awarded 
the balance of all funds for the final, second fiscal year of the 
expansion grants. 

In the event that a grantee cannot use all its funds within a single, 
annual "budget period," Head Start has provisions for generally using 
such funds in the following year. 

* First, to allow for an orderly transition between budget periods, 
all Head Start grantees can expend obligated funds in a subsequent 
budget period without additional OHS approval if the funds were 
obligated for expenditure by the end of the year for which they were 
awarded. Obligated funds must be expended within 90 days of the close 
of the budget period. For Recovery Act grants, this means that 
grantees generally have until December 29, 2010, to expend funds 
obligated before September 29, 2010. 

* Second, to use unobligated funds in a future budget period, grantees 
must receive approval from an OHS regional office to "carry over" 
unobligated funds. HHS and OHS policy states that grantees must apply 
in advance and in writing, and must name specific items for which the 
funds will be used in the next budget period. For first-year Recovery 
Act grants, requests are due 90 days after the close of the fiscal 
year, which ends September 29, 2010. 

* Third, for grants that are not being renewed, OHS can approve a 
grantees' request for an extension of time to complete a project, 
called a "no-cost extension." Grantees must also apply in advance for 
a no-cost extension, which cannot be used if the primary purpose of 
the extension is to permit the use of unobligated funds. If no 
extension is approved and the grantee does not receive further Head 
Start grants (potentially allowing the grantee to use the Recovery Act 
funds to start another project with a longer time frame), unused 
Recovery Act funds will be returned to the U.S. Treasury. 

In addition, oversight of spending is a key internal control. As 
described in GAO's internal control standards, managers need current 
information on expenditures to detect problems and proactively manage 
risks associated with unusual expenditure patterns, such as overly 
rapid or slow expenditures.[Footnote 18] Slow expenditures would 
present special challenges to meeting the Recovery Act's goals of 
assisting persons affected by the recession and infusing funds into 
the slowing economy. 

Monitoring and Oversight of Head Start Grantees: 

OHS uses various strategies to monitor Head Start grantees for 
adherence to program standards as specified by the Head Start Act. 
These strategies include comprehensive reviews conducted every 3 
years. The Head Start Performance Standards cover many activities 
designed to protect and teach children, promote health, and 
responsibly manage federal funds. The central OHS office provides 
guidance to grantees and monitors them through centralized data 
systems. Staff in OHS regional offices directly monitor grantees by 
following up on any concerns that are raised, such as low enrollment, 
and by coordinating with contractors on the administration of 
triennial reviews. OHS is also required to review any newly funded 
grantee--such as the Early Head Start grantees that received funds for 
the first time under the Recovery Act--immediately after the 
completion of the first year it carries out a Head Start program. 
[Footnote 19] 

The 2007 reauthorization of the Head Start Act also increased 
credential requirements for some teachers.[Footnote 20] In particular, 
Early Head Start center-based teachers are required to have a Child 
Development Associate credential and to have been trained (or have 
equivalent coursework) in early childhood development by the end of 
September 2010. 

In 2008, we made recommendations to enhance the use of risk management 
strategies in management of Head Start.[Footnote 21] In its response, 
HHS cited in part a more comprehensive risk assessment that was 
developed and implemented in two regions. This and other activities, 
it reported, evolved into a programwide risk management process that 
officials stated was on track for national implementation in early 
2008. Through this process, officials noted that OHS would better 
identify risks, challenges, and opportunities that Head Start programs 
might be experiencing. 

A central component of OHS's risk management process is the Risk 
Management Meeting. The goals of the meetings are to recognize grantee 
strengths, identify areas of performance that need improvement, and 
use this information to collaborate in producing a comprehensive 
action plan that addresses those areas in need of support and 
improvement. While all grantees are to have at least one Risk 
Management Meeting each year, additional Risk Management Meetings 
might be held to gauge progress in meeting goals or sustaining 
improvements, or when a grantee was determined to have deficiencies or 
a significant number of noncompliances. 

Recent Accountability Community Findings: 

We and a federal inspector general have documented specific risks 
through recent reviews and investigations of Head Start and its 
grantees. In a September 2010 report, we found that in 8 of 13 
instances, staff at Head Start centers fraudulently misrepresented 
information to register children who did not meet the income- 
eligibility requirements.[Footnote 22] The undercover tests found that 
seven Head Start employees lied about applicants' employment status or 
misrepresented their earnings, leaving these programs at risk that 
over-income children might be enrolled while other eligible children 
are put on wait lists. These grantees had received small amounts of 
Recovery Act funds for cost-of-living adjustments and quality 
improvement. Additionally, five of them had received expansion funds. 
We also examined attendance records for two other grantees that were 
the subject of FraudNet reports[Footnote 23] and found that attendance 
was substantially different from reported enrollment in both cases. 

In mid 2009, HHS's Office of the Inspector General (OIG) conducted 
recipient capability audits of 83 Recovery Act applicants that had not 
previously managed a Head Start or Early Head Start program. These 
reviews focused on three aspects of program management: financial 
viability; adequacy of management systems to account for funds; and 
ability to operate a Head Start program according to federal 
regulations. Following the reviews, some applicants were excluded from 
consideration for a Recovery Act expansion grant. The OIG has also 
reviewed selected Head Start grantees for program management issues 
and is nearing completion of a series of health and safety audits of 
selected Head Start grantees. 

Grantees Report Expanding Program Options, Staff, and Enrollment, but 
Enrollment Figures May Be Unreliable: 

Grantees Expanded Program Options and Staff to Serve More Children and 
Families, Although Teachers Hired Did Not Always Meet Qualification 
Requirements: 

Head Start and Early Head Start grantees received $744 million in 
first-year Recovery Act funding to expand services from about 890,100 
to about an additional 60,600 children and families, often by 
initiating home-based services.[Footnote 24] Most Early Head Start 
expansion grantees we interviewed received funding for a combination 
of center-based and home-based program options. Under the home-based 
program option, children and families receive visits from Early Head 
Start staff in their homes, and meet periodically for socialization 
activities. In 2009, before Recovery Act funds were awarded, Early 
Head Start grantees provided home-based programs for about 42 percent 
of the children and families they served, compared with about 47 
percent after Recovery Act funds were awarded, in 2010. 

Many of the Early Head Start grantees we interviewed increased their 
enrollment in home-based services to compensate for facilities delays 
to serve the expanded enrollment for which they were funded. Of the 13 
Early Head Start expansion grantees with whom we spoke about program 
options, 8 initially planned to offer more center-based services than 
home-based. Among the 13 grantees, there were a total of 684 center- 
based slots and 487 home-based ones.[Footnote 25] However, as a result 
of delays in receiving awards, licensing concerns, difficulties in 
preparing facilities, and other challenges, 7 grantees reported that 
they changed their expansion plans, resulting in more home-based slots 
(667) than center-based ones (520) among the 13 grantees. 

Five grantees converted some of their center-based slots to home-based 
slots. Four of these five changes were temporary--while grantees 
waited for centers to be constructed, renovated, or licensed--but one 
change will remain throughout the duration of the 2-year grant. In 
moving some of its center-based slots to home-based ones, officials of 
one grantee in Illinois told us that they had received approval from 
their regional office to enroll 16 more children and families than 
they had initially planned. 

In addition to beginning home-based programs and constructing and 
renovating facilities for center-based programs, grantees used 
Recovery Act funds to support their expansion of services. Facilities 
and other program features are tracked in OHS's annual Program 
Information Report (PIR) survey of grantees.[Footnote 26] Table 2 
shows the growth in selected program features from 2009, before the 
awarding of Recovery Act funds, through August 2010, after the funds 
were awarded. For example, grantees reported adding 15,571 full-or 
part-time staff, including classroom teachers and home-based visitors. 
While a portion of these changes may be attributable to changes in the 
use of regular grant funds, much of the change is likely due to the 
addition of Recovery Act expansion funds between 2009 and 2010. 

Table 2: Reported Changes in Selected Features of Head Start and Early 
Head Start Programs Nationwide, before and after the Recovery Act: 

Center-based slots: 
2009 (before Recovery Act awards): 817,770; 
2010 (after Recovery Act awards): 864,594; 
Change: + 46,824 (+6%). 

Home-based slots: 
2009 (before Recovery Act awards): 44,109; 
2010 (after Recovery Act awards): 64,195; 
Change: + 20,086 (+46%). 

Total staff, full-and part-time: 
2009 (before Recovery Act awards): 211,951; 
2010 (after Recovery Act awards): 227,522; 
Change: + 15,571 (+7%). 

Classroom teachers, full and part-time: 
2009 (before Recovery Act awards): 55,873; 
2010 (after Recovery Act awards): 62,612; 
Change: + 6,739 (+12%). 

Home-based visitors, full-and part-time: 
2009 (before Recovery Act awards): 4,538; 
2010 (after Recovery Act awards): 6,624; 
Change: + 2,086 (+46%). 

Buses purchased by grantees: 
2009 (before Recovery Act awards): 301; 
2010 (after Recovery Act awards): 1,110; 
Change: + 809 (+269%). 

Source: GAO analysis of OHS's PIR survey. 

[End of table] 

Consistent with the Recovery Act's goal to preserve and create jobs, 
as grantees expanded services, they reported using Recovery Act 
funding for the equivalent of about 10,000 full-time positions, also 
called "full-time equivalents" (FTE), such as for teachers, from July 
through September 2010, as shown in figure 3. The number of FTEs being 
lower than the number of total staff grantees reported adding (see 
table 2) may be due to several factors, such as some of the newly 
hired staff working part-time, which counts for one staff position but 
only for a fraction of an FTE; differences in the reporting periods 
covered; and the fact that some grantees reporting staffing levels did 
not receive Recovery Act expansion grants. FTE data provide insight 
into the use and impact of the Recovery Act funds, but recipient 
reports cover only direct jobs funded by the Recovery Act. They do not 
include the employment impact on suppliers (indirect jobs) or on the 
local community (induced jobs). 

Figure 3: Full-Time Equivalent Positions Reported Funded by Head Start 
and Early Head Start Expansion Grantees Using Recovery Act Funds: 

[Refer to PDF for image: stacked line graph] 

Reporting quarter: Second (October-December 2009); 
Head Start: 518; 
Early Head Start: 510; 
Both: 55; 
Total: 1,083, 

Reporting quarter: Third (January-March 2010): 
Head Start: 1,007; 
Early Head Start: 3,821; 
Both: 241; 
Total: 5,069. 

Reporting quarter: Fourth (April-June 2010): 
Head Start: 1,235; 
Early Head Start: 6,556; 
Both: 429; 
Total: 8,220. 

Reporting quarter: Fifth (July-September 2010): 
Head Start: 1,362; 
Early Head Start: 8,181; 
Both: 501; 
Total: 10,044. 

Source: GAO analysis of data from Recovery.gov. 

Notes: We analyzed recipient reported FTE data for Head Start and 
Early Head Start expansion grants. We did not include data from the 
first reporting quarter due to concerns about reliability and 
comparability. "Both" refers to grantees that received expansion 
grants for both Early Head Start and Head Start programs, but only 
submitted one recipient report with FTEs. 

[End of figure] 

Due to various start-up challenges, there was only a gradual growth in 
FTEs, as reported by grantees. For the quarter October through 
December 2009, only about one-third of grantees reported funding some 
portion of an FTE with Recovery Act expansion funds. However, by the 
quarter of July through September 2010, about 92 percent of grantees 
reported funding at least a partial FTE, as shown in figure 4. As the 
number of grantees reporting FTEs increased, the mean number of FTEs 
reported increased as well--from 1.4 in the October though December 
2009 quarter, to 11.8 in the July through September 2010 quarter, also 
shown in figure 4. 

Figure 4: Mean Full-Time Equivalent Positions Reported Funded per Head 
Start and Early Head Start Expansion Grantee: 

[Refer to PDF for image: illustrated horizontal graph] 

Reporting quarter: Second (October-December 2009); 
Mean FTEs reported: 1.4; 
Number of grantees reporting: 767; 
Percent of grantees reporting funding at least a partial FTE: 33%. 

Reporting quarter: Third (January-March 2010): 
Mean FTEs reported: 6.2; 
Number of grantees reporting: 817; 
Percent of grantees reporting funding at least a partial FTE: 80%. 

Reporting quarter: Fourth (April-June 2010): 
Mean FTEs reported: 9.8; 
Number of grantees reporting: 841; 
Percent of grantees reporting funding at least a partial FTE: 89%. 

Reporting quarter: Fifth (July-September 2010): 
Mean FTEs reported: 11.8; 
Number of grantees reporting: 850; 
Percent of grantees reporting funding at least a partial FTE: 92%. 

Source: GAO analysis of data from Recovery.gov. 

Note: We analyzed recipient reported FTE data for Head Start and Early 
Head Start expansion grants. 

[End of figure] 

As grantees added classroom teachers and home-based visitors from 2009 
to 2010, as shown in table 2, the proportion of teachers meeting new, 
more stringent qualification requirements fell slightly. The 
percentage of classroom teachers meeting the new Early Head Start 
qualification requirements, which went into effect September 30, 2010, 
dropped from 88 to 84 percent from 2009 to 2010.[Footnote 27] OHS 
officials told us some grantees experienced challenges hiring staff 
with the required qualifications. In addition, the proportion of Early 
Head Start classroom teachers and home-based visitors without 
credentials rose from 2009 to 2010. Classroom teachers without 
credentials increased from 12 to 16 percent. While home-based visitors 
are not required to meet any qualification requirements, the 
percentage of home-based visitors without credentials increased from 
18 to 23 percent. Grantees in focus groups we conducted cited finding 
and developing staff as a significant challenge. 

Enrollment Increases Were Smaller than Expected, and Some Numbers 
Reported by Grantees Were Not Necessarily Reliable: 

Reported enrollment of children and families in Head Start services 
also increased under the Recovery Act, though less than OHS 
anticipated. As we previously reported, by the end of the first year 
of the 2-year grant (fiscal year 2010), OHS planned to have used 
Recovery Act funding to provide for enrollment of an additional 55,000 
pregnant women, infants, and toddlers under Early Head Start and an 
additional 14,100 children and families under Head Start, for a total 
of 69,100 new enrollees.[Footnote 28] However, OHS funded about 60,600 
new Early Head Start and Head Start slots. Because grantees were not 
able to enroll and provide services to the numbers of children for 
whom OHS had provided funding as rapidly as expected, by the end of 
September 2010, reported enrollment for both programs totaled about 
55,100, as shown in figure 5. This slow and gradual growth in 
enrollment meant that grantees enrolled fewer children and families 
for fewer months than OHS had planned. 

Figure 5: Number of Children and Families Funded to Be Served and 
Reported Head Start and Early Head Start Enrollment, October 2009- 
September 2010: 

[Refer to PDF for image: multiple line graph] 

Date: October 2009; 
Reported enrollment: 1,961; 
Funded to be served: 13,357. 

Date: November 2009; 
Reported enrollment: 3,909; 
Funded to be served: 30,876. 

Date: December 2009; 
Reported enrollment: 6,180; 
Funded to be served: 56,111. 

Date: January 2010; 
Reported enrollment: 13,412; 
Funded to be served: 56,529. 

Date: February 2010; 
Reported enrollment: 19,231; 
Funded to be served: 57,338. 

Date: March 2010; 
Reported enrollment: 28,758; 
Funded to be served: 59,125. 

Date: April 2010; 
Reported enrollment: 35,486; 
Funded to be served: 59,794. 

Date: May 2010; 
Reported enrollment: 40,084; 
Funded to be served: 59,988. 

Date: June 2010; 
Reported enrollment: 41,278; 
Funded to be served: 60,280. 

Date: July 2010; 
Reported enrollment: 40,737; 
Funded to be served: 60,462. 

Date: August 2010; 
Reported enrollment: 48,440; 
Funded to be served: 60,575. 

Date: September 2010; 
Reported enrollment: 55,124; 
Funded to be served: 60,668. 

FY 2010 goal: 69,100. 

Source: GAO analysis of OHS data on end-of-month enrollment. 

Note: Reported Head Start and Early Head Start enrollment leveled off 
during the summer months of 2010 because most Head Start programs only 
operate during the school year. 

[End of figure] 

Officials from 14 Early Head Start expansion grantees we interviewed 
reported the following reasons: 

* Delays in receiving expansion grant awards. As we reported in May 
2010, OHS did not meet its initial goal to award the Early Head Start 
expansion grants by the end of fiscal year 2009.[Footnote 29] Awarding 
of Early Head Start expansion grants began in November 2009 and 
continued through July 2010. The prolonged award-making process 
resulted in a shortened start-up period for some grantees, and seven 
grantees we spoke with cited this as a cause for their delay in 
enrolling children and families. 

* Delays in leasing, constructing, and renovating facilities. Six 
grantees to whom we spoke experienced difficulties and delays in 
securing leases, or constructing or renovating facilities in which to 
provide Early Head Start services, which caused enrollment delays. 

* Delays in licensing facilities. Four expansion grantees we 
interviewed cited delays in receiving inspections or approval for 
state child care licenses for their centers as a cause for delays in 
enrollment. 

Apart from challenges in expanding enrollment, differences in 
grantees' interpretation of OHS's enrollment policies suggest that 
reported enrollment figures may not always be reliable. We discovered 
differences in how grantees interpreted "enrollment" for purposes of 
the end-of-month enrollment report. Five of the nine expansion 
grantees we interviewed about enrollment reported children as 
"enrolled" when all paperwork was complete, which is consistent with 
the Head Start definition of enrollment.[Footnote 30] For example, one 
of these five grantees reported children on its monthly enrollment 
report after the family completed forms documenting health 
information, income eligibility, and residency. On the other hand, 
four out of the nine expansion grantees we interviewed about 
enrollment reported children as enrolled only when they had begun 
receiving regular services, which is more consistent with the 
definition of enrollment used in Head Start's annual PIR instructions. 

[Side bar: Continuing Federal Interest in Facilities: 
Grantees using Recovery Act expansion funds to renovate or construct 
new facilities for their center-based programs must follow regulations 
designed to protect the federal interest.[A] For example, grantees are 
required to record a Notice of Federal Interest when grant-funded 
construction, purchase, or major renovation begins with respect to a 
facility. Although the title to a newly acquired or renovated facility 
may vest with the grantee involved, such facilities may not be 
mortgaged, used as collateral, sold or otherwise transferred to 
another party without the written permission of HHS. If funding for 
Early Head Start is not appropriated at Recovery Act levels beyond 
fiscal year 2011, OHS officials told us they will work with individual 
grantees to find alternate ways to use the new facilities. For 
example, OHS may suggest that grantees move Head Start children to new 
construction from rental properties or less suitable grantee-owned 
facilities. 
[A] 45 C.F.R. §§ 1309.20 - 1309.23 (2009). End of side bar] 

Grantees use different interpretations of enrollment for two reasons. 
First, "enrollment" is defined differently in different sources, as 
shown in table 3. 

Table 3: Legal and Nonlegal Definitions of Head Start Enrollment: 

Sources used by grantees: Head Start Regulations, 45 U.S.C. § 
1305.2(b) (2009); 
Description of source: Regulations implementing the law authorizing 
Head Start and Early Head Start; 
Definition: "The official acceptance of a child by a Head Start 
program and the completion of all procedures necessary for a child and 
family to begin receiving services." 

Sources used by grantees: PIR instructions; 
Description of source: Yearly grantee survey, nonlegal; 
Definition: Children--and, for Early Head Start, children and pregnant 
women--who are not only enrolled but for whom at least one-time 
services have been provided. 

Sources used by grantees: End-of-month report instructions; 
Description of source: Monthly grantee survey, nonlegal; 
Definition: "Report the total number of children and/or pregnant women 
enrolled on the last operating day of the month. Report the total 
number of enrollees, not the number in attendance." 

Source: Code of Federal Regulations and OHS. 

[End of table] 

Second, during routine on-site monitoring visits, OHS does not verify 
that grantees are consistently defining enrollment for purposes of 
monthly reporting. Instead, OHS checks that grantees' records of 
enrollment, however defined, are consistent with their end-of-month 
reports to OHS. The monitoring protocol does not require that 
reviewers verify the definition of enrollment that grantees employ in 
recordkeeping or monthly reporting. Having a consistent measure of 
enrollment, a key performance indicator for Head Start and Early Head 
Start, is crucial to helping OHS oversee the programs and to providing 
transparency to outside entities. 

Because OHS has not established a consistent definition for enrollment 
reporting and does not verify during routine monitoring how grantees 
are reporting enrollment, the grantee-reported enrollment numbers may 
be an unreliable measure of grantee performance. For example, our 
prior work compared two grantees' enrollment information submitted 
through the PIR with information obtained from daily attendance 
records we received directly from grantees.[Footnote 31] Based on our 
review of this information, we determined that for both grantees, 
average attendance at Head Start centers was considerably lower than 
the reported enrollment at the centers.[Footnote 32] In response to 
this report, HHS reported that it had taken action to incorporate a 
comparison of enrollment and attendance in its reviews, and stated 
that they were substantially different in only a small number of 
cases.[Footnote 33] However, neither the updated monitoring protocol 
nor the Recovery Act monitoring protocol contains changes designed to 
more carefully reconcile enrollment and attendance figures. 

Following Low Expenditure Rates in the First Year, Mixed Messages from 
OHS about Spending Policy Led to Varied Spending Practices: 

Delays, Facilities Issues, and Other Challenges Slowed Expenditure 
Rates: 

By the end of the first year of Recovery Act funding, expansion 
grantees had expended at least 60 percent of awards, and about 1 month 
later, grantees had expended about 70 percent (see figure 6), using a 
conservative estimate, which is explained below. In contrast to 
expansion grantees, grantees nationwide drew down at least 86 percent 
of Recovery Act cost-of-living adjustment (COLA) and quality 
improvement (QI) funds by the beginning of November. For expansion 
grantees, drawdown rates among individual grantees varied 
considerably. About 14 percent of grantees had drawn down 50 percent 
or less of their expansion awards, while 62 percent of grantees had 
drawn down more than 75 percent of their awards by the beginning of 
November. Grantees have until December 29, 2010, to expend all 
obligated funds for the first budget year of the grant. However, of 
the 14 Early Head Start expansion grantees we interviewed, 7 reported 
that they could not expend all first-year funds and would request 
approval to "carry over" funds into the next year. Of these seven, six 
were able to calculate the amount they would request to carry over. 
The total was about $2 million, or 21 percent of their total first-
year awards. 

Figure 6: Minimum Percentage of Recovery Act Expansion and COLA/QI 
Funds Drawn Down (Expended): 

[Refer to PDF for image: multiple line graph] 

Percentage of funds spent: 

Date: September 2009; 
First-year expansion funds: 0%; 
COLA and QI funds: 5%. 

Date: October 2009; 
First-year expansion funds: 0%; 
COLA and QI funds: 11%. 

Date: November 2009; 
First-year expansion funds: 0%; 
COLA and QI funds: 15%. 

Date: December 2009; 
First-year expansion funds: 1%; 
COLA and QI funds: 21%. 

Date: January 2010; 
First-year expansion funds: 3%; 
COLA and QI funds: 27%. 

Date: February 2010; 
First-year expansion funds: 6%; 
COLA and QI funds: 32%. 

Date: March 2010; 
First-year expansion funds: 10%; 
COLA and QI funds: 39%. 

Date: April 2010; 
First-year expansion funds: 16%; 
COLA and QI funds: 47%. 

Date: May 2010; 
First-year expansion funds: 22%; 
COLA and QI funds: 53%. 

Date: June 2010; 
First-year expansion funds: 29%; 
COLA and QI funds: 59%. 

Date: July 2010; 
First-year expansion funds: 37%; 
COLA and QI funds: 65%. 

Date: August 2010; 
First-year expansion funds: 47%; 
COLA and QI funds: 72%. 

Date: September 2010; 
First-year expansion funds: 60%; 
COLA and QI funds: 79%. 

Date: October 2010; 
First-year expansion funds: 70%; 
COLA and QI funds: 86%. 

Source: HHS. 

Note: October data is current as of November 3, 2010. 

[End of figure] 

"Drawdown" estimates can significantly underestimate individual 
grantees' actual expenditures, therefore the data offer a conservative 
estimate of grantees' total expenditures nationwide. Drawdown data 
come from HHS's Payment Management System (PMS), from which grantees 
withdraw funds to operate Head Start programs. Grantees generally must 
expend withdrawn funds within a few days. Alternatively, grantees 
occasionally use their own funds for some Head Start expenses and 
later withdraw funds from PMS. For example, a representative of one 
American Indian tribe we interviewed explained that the Head Start 
program used the tribe's general funds to pay for its staff's COLAs 
under the Recovery Act, and would withdraw the funds from PMS at a 
later time to reimburse the tribe for its expenses. Because of 
practices such as these, the drawdown rate is generally considered a 
conservative estimate of grantees' actual expenditures. 

OHS officials we interviewed lacked ready access to current, 
aggregated drawdown data or to normative data on drawdown rates at 
specific times (or among types of grantees) that might be used to 
assess grantees' current expenditures. Instead, central office 
officials referred to reports that would be submitted by grantees or 
knowledge of specific grantees among regional office staff. Current 
and historical drawdown information are kept by a different office 
within HHS and are not routinely aggregated or reported to OHS, even 
though current data are accessible. 

Grantee expenditure patterns generally reflected when they had 
received awards. Head Start grantees drew down more total first-year 
award funds by the beginning of November 2010 (at least 82 percent) 
than Early Head Start grantees (at least 70 percent), who received 
awards later.[Footnote 34] Further, Early Head Start grantees that 
received expansion awards earlier drew down more first-year award 
funds than those that received later Early Head Start awards. Early 
Head Start grantees that received awards in November 2009 averaged a 
drawdown rate of at least 83 percent, while those who received awards 
in February 2010 averaged a drawdown rate of at least 70 percent. 

Different types of grantees drew down funds at different rates, as 
shown in table 4. Some of the Early Head Start expansion funds went to 
programs that serve two specific populations: American Indian and 
Alaska Native programs enrolling children and families from federally 
recognized tribes or native Alaskan children and families, and Migrant 
and Seasonal Head Start programs enrolling children of migrant farm 
workers. Drawdown for grantees serving American Indian and Alaska 
Native communities was at least 48 percent by the beginning of 
November 2010, as shown in table 4. OHS officials attribute this slow 
rate to the fact that some tribes advance tribal funds to pay for 
services and are reimbursed retroactively. 

[Side bar: States Have Begun Drawing Down Advisory Council Funds: 
As of the beginning of November 2010, State Advisory Council (SAC) 
grantees had drawn down less than 1 percent of funds because awards 
were issued mostly in September 2010. The Head Start Act of 2007 
required the governor of each state to establish a council on early 
childhood education and care for children from birth to school 
entry.[A] Grants are being made available under the Recovery Act to be 
administered by OHS. The grant opportunity was announced to governors 
in May 2009 by the Acting Director of OHS, and applications were due 
August 1, 2010. 
As of September 30, 2010, OHS had awarded grants to 45 states, the 
District of Columbia, and four territories totaling about $100 million 
for the 3-year grants. Representatives from states we interviewed said 
SACs will use various sources to meet the grant requirement that 
states match 70 percent of the Recovery Act grant with nonfederal 
funds such as state-funded pre-school initiatives, lottery funds, and 
in-kind grants from state agencies. Seven states and territories did 
not apply for funding. Officials from three states that did not apply 
for SAC funding to whom we spoke cited challenges such as the 
nonfederal match requirement. 
[A] Pub. L. No.110-134, § 11(b), 121 Stat. 1363, 1411 (codified at 42 
U.S.C. 9837b). End of side bar] 

Table 4: First-Year Drawdown Rates for Grantees by Program Type, as of 
the beginning of November 2010: 

Type of grantee: Head Start; 
Drawdown rate (percentage): 82%. 

Type of grantee: Early Head Start; 
Drawdown rate (percentage): 70%. 

Type of grantee: American Indian and Alaska Native; 
Drawdown rate (percentage): 48%. 

Type of grantee: Migrant and Seasonal; 
Drawdown rate (percentage): 84%. 

Source: GAO analysis of HHS data. 

[End of table] 

Grantees themselves attribute low drawdown rates to delays in 
receiving grants, difficulties in preparing facilities, and other 
challenges, as discussed above. Five of the seven grantees we 
interviewed that did not expect to obligate all first-year funds cited 
the delay in receiving first-year grant awards from OHS as a challenge 
in expending first-year Recovery Act expansion funds. As shown in 
figure 7, OHS began making Head Start awards more than 6 months after 
the Recovery Act was enacted, and Early Head Start awards were granted 
even later. 

Figure 7: Cumulative Fiscal Year 2010 Recovery Act Expansion Awards 
Timeline and Drawdown: 

[Refer to PDF for image: multiple line graph and timeline] 

Date: February 17, 2009: 
Recovery Act enacted. 

Date: May 8, 2009: 
OHS publishes Head Start and Early Head Start expansion grant 
announcements. 

Date: June 23,2009: 
Head Start grant application deadline. 

Date: July 9, 2009: 
Early Head Start grant application deadline. 

Date: September 2009; First batch of Head Start grants awarded; 
Awarded: $95.7 million; 
Drawdown: $0. 

Date: October 2009; 
Awarded: $95.7 million; 
Drawdown: $0.5 million. 

Date: November 2009; First batch of Early Head Start grants awarded; 
Awarded: $462.2 million; 
Drawdown: $2.0 million. 

Date: December 2009; 
Awarded: $670.3 million; 
Drawdown: $9.0 million. 

Date: January 2010; 
Awarded: $686.2 million; 
Drawdown: $21.3 million. 

Date: February 2010; One year since Recovery Act enacted; 
Awarded: $697.5 million; 
Drawdown: $39.1 million. 

Date: March 2010; 	
Awarded: $719.9 million; 
Drawdown: $73.1 million. 

Date: April 2010; 
Awarded: $729.3 million; 
Drawdown: $117.8 million. 

Date: May 2010; 
Awarded: $736.3 million; 
Drawdown: $163.9 million. 

Date: June 2010; 
Awarded: $741.2 million; 
Drawdown: $216.6 million. 

Date: July 2010; 
Awarded: $744 million; 
Drawdown: $274.8 million. 

Date: August 2010; 
Awarded: $744 million; 
Drawdown: $350.3 million. 

Date: September 2010; End of first year grants; 
Awarded: $744.1 million; 
Drawdown: $443.7 million. 

Source: GAO analysis of OHS data. 

[End of figure] 

Among grantees attributing delays to the preparation of facilities, 
one grantee cited the unanticipated need for time to commission and 
complete architectural drawings of the planned facility. This grantee 
and another that was constructing new facilities experienced 
difficulty completing the paperwork to obtain approval from OHS to 
proceed with construction.[Footnote 35] Grantees are not permitted to 
award a contract for construction or major renovation without approval 
from an OHS official.[Footnote 36] 

Due to Mixed Messages from OHS, Grantees Adopted Varied Spending 
Practices: 

The OHS central office told us that standard policy for permitting 
grantees to request approval to carry over funds into the second year 
of the grant will apply to Recovery Act expansion grantees--although a 
regional OHS official reported that the OHS central office indicated 
that requests may receive "additional flexibility"--and grantees we 
interviewed often expressed confusion about whether or not OHS would 
permit them to carry over funds. Of the officials at 13 grantees that 
commented on the guidance they received, 9 stated that guidance on the 
carryover policy was unclear. In particular, officials at seven 
grantees did not expect to obligate all first-year funds by the end of 
the fiscal year, and five of these were unclear about the carryover 
policy. 

Given the unique nature of the Recovery Act's one-time, 2-year 
funding, grantees were unclear as to whether or not HHS's typical 
carryover policy would apply. For typical, ongoing grants, the 
carryover policy is explained in HHS's Grants Policy Statement, which 
states that grantees may request to carry over unobligated funds in 
the next year of their grant. HHS sets the policy for all grantees, 
while regional offices typically evaluate and approve grantees' 
requests for carryover. However, regional offices did not consistently 
communicate a clear policy for Recovery Act funds. For example, in 
June 2010, the head of one region publicly urged grantees to expend 
all first-year funds within the fiscal year because the official was 
uncertain about whether or not carryover would be permitted. According 
to a grantee in another region, OHS staff told officials that it was 
likely that the grantee would be able to carry over unobligated funds 
for use in the following year. Officials at one grantee told us that 
the regional office changed its guidance on carryover. Specifically, 
the grantee reported that in June 2010, they received verbal 
assurances that they would be able to carry over funds into the next 
fiscal year. According to these officials, nearly 3 months later, the 
grantee was told that carryover would not be permitted. Grantee 
officials representing two different regions told us that OHS regional 
office contacts refused to state the carryover policy "in writing." 
One senior official from an OHS regional office confirmed that this 
was the office's practice. An OHS official representing a different 
regional office stated that the office had not sent any e-mails or 
provided any written guidance on carryover to grantees as of September 
2010. 

Regional offices conveyed inconsistent messages to grantees because 
the OHS central office did not communicate its carryover policy 
clearly or early to regional offices. Officials at the OHS central 
office explained to us that the policy for carryover had not changed 
for Recovery Act grants. Further, the officials told us that if 
grantees had unexpended funds at the end of fiscal year 2011, OHS 
could approve grantees' request to extend the time period, or the 
funds would be returned to the U.S. Treasury. Nevertheless, a senior 
official at one regional office indicated that they were waiting for 
information about carryover from the central office. A representative 
told us in July 2010 that the region was expecting guidance from the 
central office, which was not received until mid-September--about 2 
weeks before the close of the fiscal year--and came verbally, not in 
written form. At that time, the regional official reported that 
Recovery Act carryover requests would be permitted in a manner 
consistent with normal policy, with the possibility of some additional 
flexibility to approve grantee requests. 

Head Start grantees need clear information about how and when they are 
expected to obligate and expend federal funds so that they can plan to 
use funds responsibly to achieve program goals. Under normal Head 
Start policies, grantees are expected to have obligated all funds for 
that year within the annual budget period or to apply in writing to 
carry over unobligated funds to the next year. Grantees have access to 
information on carryover and the consequences of failing to adhere to 
the deadlines, as both are explained on an OHS Web site.[Footnote 37] 
As a result, grantees can plan accordingly. 

Grantees' uncertainty about whether to "use or lose" Recovery Act 
grant funds contributed to varied spending practices that may not 
always have targeted expansion funds toward meeting programs' highest 
current priorities. Two grantees we interviewed made advanced 
purchases of diapers, supplies, or other items that representatives 
either said were not needed until the next fiscal year or for which 
the grantee did not originally plan. Others among the 14 expansion 
grantees we contacted expended funds on large items that they did not 
originally plan to purchase. For example, one grantee told us they 
changed plans in order to purchase four buses, a van, and staff 
training in the closing months of the fiscal year. On the advice of 
the regional office, one grantee purchased a minivan to transport home-
based participants to health appointments and regularly scheduled 
socialization activities. One grantee planned to construct a 
playground to be used as an "outdoor learning environment" at a cost 
of about $295,000. Another planned to use funds to construct a 
socialization room for home-based Early Head Start participants on the 
same site as the grantee's other Head Start program, at a cost of 
about $43,000. Finally, 7 of the 14 expansion grantees we spoke to 
planned to apply to OHS for permission to carry over remaining 
unobligated funds into the second year. 

OHS Hired a Contractor to Both Prepare for and Conduct On-Site 
Reviews, but Has Not Incorporated Some Risk Indicators in Planning for 
Reviews: 

OHS Has Contracted to Help Prepare for and Conduct On-Site Reviews: 

As required by the Head Start Act,[Footnote 38] OHS plans to conduct 
"1-year" monitoring visits to 626 Early Head Start expansion grantees 
by expanding its use of an existing contractor. HHS contracted with 
Danya International (Danya) both for planning and carrying out 
reviews--for a total of $21 million. Since 1999, Danya has supported 
OHS reviews of Head Start grantees by providing logistic and 
information technology support, and recruiting and training reviewers. 
However, because the addition of new grantees has been relatively 
rare, in any given year, OHS, together with Danya, typically complete 
only a handful of first-year visits for new programs. 

In 2010, OHS openly competed a monitoring contract but received only 
one bid, from its existing monitoring contractor, which had completed 
initial planning for reviews of Recovery Act grantees under a 
noncompetitive modification of its existing contract. OHS had awarded 
Danya a noncompetitive contract modification in September 2009 for 
close to $7 million to provide support for first-year monitoring 
visits to Recovery Act Early Head Start expansion grantees. Under this 
contract as modified, Danya was to develop a plan to integrate the 
Recovery Act expansion grantee visits into the national monitoring 
schedule, plan to expand recruitment of Early Head Start reviewers, 
and begin to develop information technology support for handling the 
increased volume of grantee reviews. HHS contracting officers 
justified the decision not to compete the contract modification, 
stating that there was insufficient time for another company to plan 
for monitoring Recovery Act expansion grantees. OHS also estimated 
that awarding the contract to a contractor other than Danya would cost 
$11 million in duplication of effort. Subsequently, however, in 
accordance with the Recovery Act, HHS officials competed their entire 
monitoring contract in January 2010 to implement the monitoring visits 
that Danya had planned, as well as non-Recovery Act visits, worth $38 
million each year. As the only company to bid for the contract, Danya 
was awarded the contract for both Recovery Act and non-Recovery Act 
monitoring on April 28, 2010. The Recovery Act portion of this 
contract totaled $14 million dollars, of which Danya had billed for 
close to $2.1 million as of September 2010. 

Under Danya's initial Recovery Act planning contract, OHS postponed 
indefinitely a centralized data management system for all grantees 
after paying more than $250,000 in Recovery Act funding for the 
project. The data system, called the Knowledge Management Repository, 
was meant to consolidate different OHS data systems into one system. 
For example, the Knowledge Management Repository would have compiled 
grantee review data and evidence, and information about reviewers' 
expertise. In February 2010, however, this project was postponed 
indefinitely. According to OHS officials, they decided to postpone the 
project, determining that this function should be implemented 
internally. They stated the work completed by Danya will be used in a 
future data management system. Although OHS officials told us that a 
working group on monitoring information technology systems began 
meeting in October 2010, officials indicated that the envisioned data 
system will not be completed within the Recovery Act grant period or 
available for monitoring the Recovery Act expansion grantees. 

OHS Has Prepared for On-Site Reviews but Has Not Incorporated Some 
Risk Indicators: 

In coordination with the contractor, OHS plans to complete on-site 
visits by April 30, 2011, or by the end of grantees' first year of 
operation, whichever comes first. The Head Start Act requires that HHS 
conduct "a review of each newly designated Head Start agency 
immediately after the completion of the first year such an agency 
carries out a Head Start program."[Footnote 39] OHS considers the end 
of the grantees' first year of operation to be the end of 1 year of 
serving children and families. Recovery Act monitoring visits will be 
in addition to regularly scheduled monitoring visits, as shown in 
figure 8. OHS starts each monitoring season at the beginning of the 
fiscal year, which is in October of each year. OHS visited 63 Recovery 
Act Early Head Start expansion grantees by October 31, 2010, although 
it had planned to visit 67 by that date. 

Figure 8: Regularly Scheduled Monitoring Visits and Planned Recovery 
Act 1-Year Reviews, May 2010-April 2011: 

[Refer to PDF for image: stacked vertical bar graph] 

Number of reviews: 

Date: May 2010; 
Regular reviews (planned and implemented): 57. 

Date: June 2010; 
Regular reviews (planned and implemented): 26. 

Date: July 2010; 
Regular reviews (planned and implemented): 17. 

Date: August 2010; 
Regular reviews (planned and implemented): 23. 

Date: September 2010; 
Regular reviews (planned and implemented): 17. 

Date: October 2010;
Recovery Act reviews (planned and implemented): 67; 
Regular reviews (planned and implemented): 93; 
Total reviews: 160. 

Date: November 2010; 
Recovery Act reviews (planned and implemented): 50; 
Regular reviews (planned and implemented): 92; 
Total reviews: 142. 

Date: December 2010; 
Recovery Act reviews (planned and implemented): 32; 
Regular reviews (planned and implemented): 76; 
Total reviews: 108. 

Date: January 2011; 
Recovery Act reviews (planned and implemented): 60; 
Regular reviews (planned and implemented): 70; 
Total reviews: 130. 

Date: February 2011; 
Recovery Act reviews (planned and implemented): 67; 
Regular reviews (planned and implemented): 89; 
Total reviews: 156. 

Date: March 2011; 
Recovery Act reviews (planned and implemented): 71; 
Regular reviews (planned and implemented): 94; 
Total reviews: 165. 

Date: April 2011; 
Recovery Act reviews (planned and implemented): 52; 
Regular reviews (planned and implemented): 106; 
Total reviews: 158. 

Source: GAO analysis of Danya documentation. 

[End of figure] 

HHS's Office of Inspector General (OIG) identified some financial 
management risks among grantees, including a few that received 
Recovery Act expansion grants. Among 24 grantees that OHS identified 
as high risk that were reviewed by the OIG, five received Recovery Act 
expansion funds in fall 2010 (three for Early Head Start, one for both 
Early Head Start and Head Start and one for Head Start). According to 
OHS officials, the OHS central and regional offices identified high 
risk grantees in their regions and referred them to the OIG for 
review. The OIG began to audit the grantees in July and August 2009. 
OHS later awarded five of the 24 grantees Recovery Act funding to 
expand their Early Head Start or Head Start programs. OHS stated that 
no expansion funds were awarded to grantees that were identified for 
health and safety performance violations, although at least one of the 
grantees that received an unfavorable health and safety review from 
the OIG received an expansion grant.[Footnote 40] OHS officials 
explained that in making funding decisions, OHS looked at the 
grantees' reviews and spoke with staff in the regional offices to 
determine if the grantees should receive expansion grants. In 
conducting these reviews, the OIG identified several financial 
management deficiencies among four expansion grantees for which 
reports had been issued, including: uncertainties about continued 
financial viability; non-competitive agreements that advantaged the 
grantee; overcharging the Head Start program for administrative costs 
or charging it for unallowable or unsupported costs; and a weak system 
and internal controls related to accounting, personnel, procurement 
and property management. Two of the five expansion grantees that 
received financial management reviews from the OIG were on Danya's 
Recovery Act schedule to receive a monitoring visit this year. 

OHS plans to scope and staff its 1-year reviews of Recovery Act 
grantees primarily according to their prior experience with Head Start 
and Early Head Start and whether the grantees have recently received a 
triennial review. New Early Head Start grantees will receive a full 
monitoring visit using the triennial monitoring review protocol. 
Recovery Act expansion grantees that have already received a triennial 
monitoring visit in years just prior to receiving their expansion 
funds will be given a more limited 1-year review of Recovery Act 
operations. The remainder of the expansion grantees will receive the 
triennial review for which they are scheduled in 2011, as shown in 
table 5. The 213 grantees that received Head Start expansion funds but 
no funding for Early Head Start expansion will receive their usual 
triennial review if they are scheduled to be reviewed this year; if 
they are not on this year's triennial schedule, they will not be 
reviewed this year. 

Table 5: Monitoring Reviews Planned by April 30, 2011, for Different 
Types of Recovery Act Early Head Start Expansion Grantees: 

Type of expansion grantee: New stand-alone Early Head Start[A]; 
Description of review: Grantees will receive a full monitoring review 
with a full team; 
Number of Early Head Start grantees: 72 grantees. 

Type of expansion grantee: Existing Head Start grantees that received 
Early Head Start expansion funds; 
Description of review: Grantees already scheduled for a triennial 
review will receive two additional Early Head Start reviewers; 
Number of Early Head Start grantees: 69 grantees. 

Type of expansion grantee: Existing Head Start grantees that received 
Early Head Start expansion funds; 
Description of review: Grantees not on the FY 2011 triennial review 
schedule will receive a targeted review with three reviewers; 
Number of Early Head Start grantees: 127 grantees. 

Type of expansion grantee: Existing stand-alone Early Head Start 
grantees that received Early Head Start expansion funds; 
Description of review: Grantees already scheduled for a triennial 
review will receive the traditional triennial review; 
Number of Early Head Start grantees: 27 grantees. 

Type of expansion grantee: Existing stand-alone Early Head Start 
grantees that received Early Head Start expansion funds; 
Description of review: Grantees not scheduled for an FY 2011 triennial 
review will receive a Regional Office Program Specialist review; 
Number of Early Head Start grantees: 43 grantees. 

Type of expansion grantee: Existing grantees that operate both Head 
Start and Early Head Start programs that received Early Head Start 
expansion funds; 
Description of review: Grantees already scheduled for a triennial 
review will receive two additional Early Head Start reviewers; 
Number of Early Head Start grantees: 118 grantees. 

Type of expansion grantee: Existing grantees that operate both Head 
Start and Early Head Start programs that received Early Head Start 
expansion funds; 
Description of review: Grantees not scheduled for an FY 2011 triennial 
review will receive a Regional Office Program Specialist review; 
Number of Early Head Start grantees: 170 grantees. 

Total: 
Number of Early Head Start grantees: 626 grantees. 

Source: OHS. 

[A] No Head Start grantees were new to the Head Start program. Thus, 
all new grantees are Early Head Start grantees. 

[End of table] 

Both the full 1-year monitoring review and the triennial review cover 
all aspects of the Head Start Monitoring Protocol, while targeted 
reviews will focus on Early Head Start and Recovery Act issues. For 
the 1-year reviews of Recovery Act grantees, OHS added questions to 
the Monitoring Protocol to enhance coverage of topics such as grantee 
governance and financial management, staffing, training and technical 
assistance funding, and education services. Other questions are 
directed at grantees implementing new programs. For example, one new 
question asks reviewers, "Has the grantee drawn down an appropriate 
amount of funds, given where it is in the start-up process?" Targeted 
reviews for established grantees that have recently received a 
triennial review will cover matters related to Recovery Act spending 
and Early Head Start expansion. In these visits, reviewers do not ask 
grantees about some requirements, like partnering with parents or 
transportation services. 

HHS and contractor officials have stated that all monitoring visits to 
new grantees will be implemented as "surprise" visits in response to 
GAO findings of fraudulent enrollment and attendance and enrollment 
discrepancies among some Head Start grantees as reported in May 2010. 
[Footnote 41] Typically, the OHS monitoring contractor notified 
grantees of their scheduled review date 30 days prior to the visit. 
According to the contractor, this date is chosen from among multiple 
weeks selected by grantees. 

To prepare for monitoring visits to first-year expansion grantees, 
Danya gathered documentation and data on grantees and ensured support 
systems were equipped to receive Recovery Act grantee data. Danya 
gathered documentation and data on grantees to prepare for monitoring 
visits, such as grantee start-up proposals and information entered 
into the Head Start Enterprise System, a user-restricted Web-based 
database that includes PIR data and results of monitoring meetings 
with grantees. Danya has also adapted its data systems to track 
Recovery Act-funded grantee review activities. 

In addition, Danya recruited and trained reviewers to conduct visits 
to expansion grantees. As of October 20, 2010, Danya had recruited 
over 270 new reviewers for the first-year monitoring visits to 
expansion grantees. The contractor stated that it recruited reviewers 
with fiscal, health, and early childhood development expertise. For 
the Early Head Start expansion visits, Danya reported recruiting 
reviewers who have specific expertise in infant and toddler 
development, expectant families, and infant mental health. Danya 
trained reviewers by October 20, 2010, through both in-person and self-
certified Web-based training. In addition, Danya trained both OHS 
officials and nonfederal reviewers who received extra training by 
September 23, 2010, to serve as review team leaders. Team leaders will 
organize and implement the review and oversee the preparation of 
preliminary reports. Danya officials stated that they will also 
conduct quarterly booster and follow-up training. 

In addition to preparing for first-year visits to expansion grantees, 
OHS has been conducting other one-time and ongoing monitoring 
activities, as shown in table 6. These efforts include initial on-site 
visits and reviewing grantee reports. Additionally, regional office 
staffers have been holding risk management meetings with expansion 
grantees to identify challenges and to monitor their progress. While 
it was OHS's policy that all grantees receive regular risk management 
meetings, we found that at one of the two regional offices we 
contacted, risk management meetings were not consistently implemented 
or documented. For example, a regional office did not document whether 
or not any risk management meetings were conducted for one grantee 
that did not plan to open a Recovery Act-funded facility to children 
and families until September 2011. As a result, it is not clear that 
grantees in that region have been receiving the same level of review 
as other grantees or that regional offices are consistently 
implementing OHS's policy or providing such information for 
consideration in staffing review teams. 

[Side bar: OHS Plans to Monitor State Advisory Councils through 
Quarterly and 18-Month Reports: 
OHS plans to monitor SAC funds through 18-month reports, as well as 
quarterly program progress reports and minutes to be submitted to OHS. 
The OHS central office has assisted grantees by providing resources on 
accessing matching funds, responding to individual questions, hosting 
a webinar, working with the National Governors Association, and 
reminding grantees of recipient reporting deadlines. In addition, OHS 
plans to host an annual meeting for states to share acquired knowledge 
on SACs, starting in April 2011. OHS officials also stated that they 
hope to create cohorts of states working on similar initiatives with 
their SAC funding. Grantees noted, in particular, that the OHS SAC 
representative was helpful and responsive. End of side bar] 

Table 6: Status of OHS Monitoring Activities: 

OHS monitoring of grantees: Initial on-site monitoring: In the months 
after grantees are funded, OHS regional staff conduct initial on-site 
visits to support grantees in meeting the Performance Standards, and 
identify any early concerns; 
Status: As of November 5, 2010, OHS regional office program staff 
conducted 505 initial on-site visits to support Recovery Act expansion 
grantees. 

OHS monitoring of grantees: Risk management meetings: Regional staff 
call grantees within the first 30 days of receiving an expansion 
grant, within the next 45 days, and then quarterly until grantees are 
operational. Calls may be more frequent, as needed. Through the risk 
management meetings, OHS's objective is to understand what the grantee 
is doing, how far along it is in the expansion process, and the amount 
of the award spent. Participants include regional office staff and the 
Regional Program Manager, if needed; 
Status: GAO found that risk management meetings were implemented or 
documented inconsistently. One regional office did not document that 
some risk management meetings had occurred. The date and outcomes of 
the risk management meetings were not always entered into the 
centralized database. 

OHS monitoring of grantees: Monthly enrollment and annual reporting: 
Grantees are required to report their enrollment at the end of each 
month, so OHS can compare it to the enrollment for which it was 
funded. Low enrollment triggers monitoring actions by regional OHS 
offices. Also, all grantees will complete an annual, more 
comprehensive survey known as the PIR; 
Status: Grantees have generally completed monthly enrollment reports. 
According to an OHS official, almost all grantees have completed the 
annual PIR. 

Source: GAO analysis of OHS data. 

[End of table] 

Oversight of Recipient Reporting Data Quality Continues for the Fifth 
Round of Reporting: 

To meet our mandate to comment on recipient reports, we have continued 
monitoring recipient reported data, including data on jobs funded. 
This time we focused our review on the Head Start data in addition to 
the national data. Analyzing these data can help in improving the 
accuracy and completeness of the Recovery.gov data and in planning 
analyses of recipient reports. Overall, this round's results were 
similar to those we observed in previous rounds. While data quality is 
improving, some issues remain. According to Recovery.gov as of October 
30, 2010, recipients reported on over 200,000 awards indicating that 
the Recovery Act funded approximately 671,607 jobs during the quarter 
beginning July 1, 2010, and ending September 30, 2010.[Footnote 42] 
This included over 2,400 prime reports associated with Head Start 
grantees. As reported by the Recovery Accountability and Transparency 
Board, job calculations are based on the number of hours worked in a 
quarter and funded under the Recovery Act--expressed in FTEs.[Footnote 
43] 

Analysis of Fifth Round Recipient Reporting Data Shows Data Quality Is 
Relatively Stable: 

Using the fifth reporting period data, we continued our monitoring of 
errors or potential problems by repeating many of the analyses and 
edit checks reported in our earlier reports. We reviewed 77,711 prime 
recipient report records from Recovery.gov for this fifth round, an 
increase of 3,462 or about 4.6 percent from round four. For our 
analyses, in addition to the fifth round of recipient report data, we 
also used the previous four rounds of data as posted on Recovery.gov 
as of October 30, 2010. 

In examining recipient reports, we looked for progress in addressing 
several key limitations found in our prior reports. In prior rounds we 
have reviewed data logic and consistency and reviewed unusual or 
atypical data. Data logic and consistency provide information on 
whether the data are believable, given program guidelines and 
objectives; unusual or atypical data values indicate potential 
inaccuracies. As with previous quarterly report rounds, these reviews 
included (1) the ability to link reports for the same project across 
quarters and (2) concerns in the data logic and consistency, such as 
reports marked final that show a significant portion of the award 
amount not spent. We continued to see results similar to those of past 
reviews. For example, we continued to find a small number of reports 
for which there were potential linkage issues across quarters. This 
may impact the ability to track project funding and FTEs over 
quarters. We also continued to see a small number of reports marked 
final for which there appeared to be some discrepancies, such as 
reports marked final but for which project status was marked as less 
than 50 percent completed. 

As part of our review of data logic and consistency, we found some 
inconsistencies in the Head Start data's agency review flag field that 
were similar to inconsistencies we found in our previous reviews. Our 
analysis suggests that this field may not correctly reflect the extent 
of the agency's review process. Prime recipient report records include 
a review flag on whether or not the federal agency reviewed the record 
during the data quality review time frames. As we have noted in past 
reports, our analyses of this agency review field, in conjunction with 
other fields and our discussions with agency officials, have indicated 
potential problems and inconsistencies. It appears that this continues 
to be the case with Head Start reports, only 17 percent of which were 
marked as having been reviewed by the agency. However, agency 
officials stated that all reports were reviewed. Another data field on 
the recipient report shows whether or not a correction was initiated; 
analysis of that field indicates it is likely that additional agency 
reviews took place. A correction could be initiated by either the 
prime recipient or the reviewing agency. Thirty percent of the reports 
had the correction flag set to 'yes' even though the review flags 
suggested that neither the agency nor prime recipient had reviewed 
those reports. Officials noted that they continued to experience 
difficulties in marking reports as reviewed. Agency officials 
indicated that they would continue to update these flags during the 
continuous review process. 

As part of our additional analysis, we found that a previously 
identified concern with FTE calculations for Head Start reports is 
being addressed. Agency officials stated that following the December 
2009 Office of Management and Budget (OMB) memorandum clarifying the 
FTE definition, all grants associated with COLA/QI were reviewed with 
respect to the reporting of FTEs. Agency officials reviewed these 
grants and communicated to recipients that the cost-of-living 
increases were not to count toward the FTE totals. We reviewed the 
FTEs reported to determine if Head Start recipients were no longer 
reporting cost-of-living increases as FTEs. In examining the impact on 
the FTE figures before and after this clarification guidance was 
issued, we observed a significant drop in the number of COLA/QI FTEs 
reported in all reporting periods following the updated guidance. We 
further observed that for the fifth round of reporting, over 60 
percent of these COLA/QI recipient reports showed no FTE value. For 
the remaining reports showing FTEs, we looked to see if, in the 20 
reports with the greatest number of FTEs, the fields describing the 
award, project, and job creation explained their FTE counts. In almost 
all cases, one of these narrative fields accounted for activities that 
would be expected to produce FTEs--hiring staff, expanding existing 
staff hours, or hiring other types of workers to improve facilities, 
in accordance with Head Start quality improvement guidance. Agency 
officials noted that they continue to monitor these grants to ensure 
that cost-of-living increases are not being reported among the FTEs. 

Head Start Agency Review of Recipient Data Included Updated OMB 
Guidance Requirements: 

OMB's guidance requires federal agencies to work with their recipients 
to ensure that the data they report are comprehensive and accurate. 
[Footnote 44] The agencies must make limited reviews of recipients' 
data to identify material omissions and significant reporting errors 
and to notify the recipients of any need to make appropriate and 
timely changes. However, as OMB stated in its guidance, the federal 
agencies' comments and suggestions for report changes do not preclude 
the prime recipients' ultimate responsibility for the data they report. 

On September 24, 2010, OMB issued updated guidance to federal agencies 
and recipients that included guidance on, among other topics, 
improving the transparency of narrative descriptions in recipient 
reporting.[Footnote 45] In particular, this memorandum stated that 
unclear or overly general award descriptions constitute material 
omissions. Further, the memorandum described standards of completeness 
for the "Award Description" and "Quarterly Activities/Project 
Description for Prime and Sub-recipients" fields. OMB noted that these 
two fields together must provide, at minimum, clear and complete 
information on the award's purpose, scope and nature of activities, 
outcomes, and status of activities. Per the memorandum, federal 
agencies are to direct recipients to update or correct these fields in 
instances in which incomplete award descriptions would mislead the 
public or fail to provide sufficient information to discern the 
award's purpose and activities. 

In response to this memorandum, HHS issued guidance to ACF and its 
operating divisions on reviewing these data fields as it reviews 
recipient reports. HHS provides broad guidance on the types of data 
quality reviews its operating divisions should perform, and ACF works 
with OHS to review Head Start recipients' reports. This review used a 
series of reports that contain data from FederalReporting.gov and the 
ACF grants management systems to identify potential issues with data 
submitted by recipients.[Footnote 46] This process entails automated 
data reviews that cover all reports submitted, generating a list of 
reports from which ACF programs can target their review of recipient 
reported data. The automated reviews include, for example, award 
number matching and reviews of expenditures, project status, and 
reported FTEs. 

In response to the new HHS guidance, ACF and OHS have incorporated 
these additional reviews into their procedures. Agency officials 
informed recipients of the enhanced requirements for updating award 
and project descriptions. Further, when officials reviewed records in 
early October in which recipients had brief descriptions in the data 
fields, they found that about 600 Head Start recipients potentially 
needed updating. In early November, agency officials stated that this 
review had led to more than 450 of the 600 recipients updating their 
records. Agency officials noted that many of the recipients had used 
the "copy forward" feature for several rounds but had not updated 
these two fields in recent rounds. The officials stated that they will 
update or modify their review process as further guidance is released. 

Conclusions: 

The Recovery Act expansion grants made it possible for some 60,000 
additional children and families, particularly those with low incomes, 
to receive up to 2 years of Head Start and Early Head Start services 
that will help ensure school readiness. The expansion grants also 
created or retained a number of jobs during the country's economic 
slowdown. Still, even as the Recovery Act directed an infusion of 
funds into the economy, it also increased the importance of 
accountability for their use. In light of the Recovery Act's pledge of 
unprecedented transparency and accountability for federal grants, the 
ability of OHS to measure the results of expanded Head Start funding 
is critical. While grantee recipient reporting figures indicate that 
staffing levels have increased with Recovery Act funds, data on the 
number of children and families enrolled in Head Start and Early Head 
Start are less clear. OHS's plan to require that reviewers compare 
attendance with enrollment reports offers some clarification, but 
until OHS clearly communicates a consistent definition for 
"enrollment," the cumulative enrollment reports will continue to mean 
different things for different grantees. Without better measures of 
enrollment or service delivery, it will remain difficult for OHS to 
assess whether its actions are extending Head Start and Early Head 
Start to as many eligible children and families as possible. 

The rapid addition of funds to Head Start and Early Head Start 
increased the potential significance of efforts to reduce risks of 
misuse or abuse of funds and enhance the effectiveness of sponsored 
programs and projects. The fact that Early Head Start grants arrived 
later than expected--further accelerating expenditures--increased the 
risk of ineffective choices on the part of grantees. The absence of 
clearly communicated guidance on whether they could carry funds from 
one year to the next and the lack of consistent monitoring of their 
spending plans likely left grantees feeling pressured to spend funds 
on near-term priorities in the belief that application to longer-term 
but potentially more important issues would not be possible. As a 
result, some children may have received significantly different levels 
or a lesser quality of service than their program managers might have 
otherwise planned or provided. Unless this confusion is remedied, OHS 
may miss opportunities to foster the best outcomes with Recovery Act 
expansion funds. 

Without consistently sharing the results of risk management meetings, 
risks are more likely to be overlooked and a central OHS strategy for 
managing risk--including risks in management of new funds--does not 
achieve its full potential. In addition, failure to incorporate known 
information regarding financial management and other risks in planning 
Recovery Act reviews may make these reviews less effective in holding 
grantees accountable for the funds received and ascertaining their 
progress in addressing known problems. 

Recommendations for Executive Action: 

We recommend that the Director of the Office of Head Start take the 
following three actions: 

* To help ensure that grantees report consistent enrollment figures, 
better communicate a consistent definition of "enrollment" to grantees 
for monthly and yearly reporting and begin verifying grantees' 
definition of "enrollment" during triennial reviews. 

* To provide grantees consistent information on how and when they will 
be expected to obligate and expend federal funds, clearly communicate 
its policy to grantees for carrying over or extending the use of 
Recovery Act funds from one fiscal year into the next. 

* To better consider known risks in scoping and staffing required 
reviews of Recovery Act grantees, direct OHS regional offices to 
consistently perform and document Risk Management Meetings and 
incorporate known risks, including financial management risks, into 
the process for staffing and conducting reviews. 

Agency Comments and Our Evaluation: 

We provided a draft of the report to the Department of Health and 
Human Services and the Office of Management and Budget for review and 
comment. OMB did not provide comments. HHS's comments are reproduced 
in appendix II. HHS agreed with GAO's recommendations and provided 
additional detail on steps it had initiated or planned to implement. 
With respect to our recommendation that OHS direct regional offices to 
consistently perform and document Risk Management Meetings, HHS 
reports it is reviewing the Risk Management Meeting process to ensure 
it is consistently performed and documented in its centralized data 
system and that it has taken related steps, such as requiring the 
Grant Officer to identify known or suspected risks prior to an on-site 
review. HHS also indicates that it will issue explicit guidance on 
enrollment terminology for grantees and monitoring teams, as well as 
provide guidance and make other efforts to effectively communicate the 
mechanisms in place for grantees to meet the requirements for 
obligation and expenditure of funds. In addition, in connection with 
our observation regarding OHS managers' access to aggregated drawdown 
data, HHS commented that it is pursuing plans to obtain monthly 
reports of this nature for OHS and regional program managers. HHS also 
provided technical comments, which we incorporated as appropriate. 

We are sending copies of this report to the Secretary of Health and 
Human Services, the Director of the Office of Management and Budget, 
appropriate congressional committees, and other interested parties. 
The report is also available at no charge on the GAO Web site at 
[hyperlink, http://www.gao.gov]. 

If you or your staffs have any questions about this report, please 
contact Cornelia Ashby at (202) 512-7215 or ashbyc@gao.gov or Yvonne 
Jones at (202) 512-6878 or jonesy@gao.gov. Contact points for our 
Offices of Congressional Relations and Public Affairs may be found on 
the last page of this report. GAO staff who made major contributions 
to this report are listed in appendix IV. 

Signed by: 

Cornelia M. Ashby: 
Director, Education, Workforce, and Income Security: 

Signed by: 

Yvonne D. Jones: 
Director, Strategic Issues: 

List of Addressees: 

The Honorable Nancy Pelosi:
Speaker of the House of Representatives: 

The Honorable Daniel K. Inouye:
President Pro Tempore of the Senate: 

The Honorable Harry Reid:
Majority Leader:
United States Senate: 

The Honorable Mitch McConnell:
Republican Leader:
United States Senate: 

The Honorable Steny Hoyer:
Majority Leader:
House of Representatives: 

The Honorable John Boehner:
Republican Leader:
House of Representatives: 

The Honorable Daniel K. Inouye:
Chairman:
The Honorable Thad Cochran:
Vice Chairman:
Committee on Appropriations:
United States Senate: 

The Honorable David Obey:
Chairman:
The Honorable Jerry Lewis:
Ranking Member:
Appropriations Committee:
House of Representatives: 

The Honorable Joseph I. Lieberman:
Chairman:
The Honorable Susan M. Collins:
Ranking Member:
Committee on Homeland Security and Governmental Affairs:
United States Senate: 

The Honorable Edolphus Towns:
Chairman:
The Honorable Darrell E. Issa:
Ranking Member:
Committee on Oversight and Government Reform:
House of Representatives: 

The Honorable Tom Harkin:
Chairman:
The Honorable Michael B. Enzi:
Ranking Member:
Committee on Health, Education, Labor & Pensions:
United States Senate: 

The Honorable George Miller:
Chairman:
The Honorable John Kline:
Ranking Member:
Committee on Education and Labor:
House of Representatives: 

[End of section] 

Appendix I: Objectives, Scope, and Methodology: 

We took a number of steps to address our objectives, which were to 
determine (1) how Head Start and Early Head Start grantees have used 
American Recovery and Reinvestment Act of 2009 (Recovery Act) funds, 
including expanding enrollment; (2) what challenges grantees have 
encountered in spending Recovery Act funds; (3) how the Office of Head 
Start (OHS) has monitored the use of Recovery Act funds; and (4) how 
the quality of jobs data reported by Recovery Act recipients, 
particularly Head Start grantees, has changed over time. 

To determine how Head Start and Early Head Start grantees have used 
Recovery Act funds to expand enrollment, we reviewed relevant federal 
laws and regulations, met with agency officials, visited and spoke 
with Head Start and Early Head Start grantees, and analyzed OHS-
provided data on awards, expenditures, programs, and enrollment. We 
conducted follow-up interviews with nine grantees that we visited 
previously in nine localities in four states for a previous report on 
the Recovery Act.[Footnote 47] For these interviews, we used an 
interview protocol that focused on progress made in providing 
services, spending Recovery Act funds, plans for carryover, and 
reporting on Recovery.gov. Additionally, we spoke with seven grantees 
in seven other states that we identified by analyzing Department of 
Health and Human Services' (HHS) expenditure data to identify grantees 
with drawdown rates below 5 percent as of July 16, 2010. For these 
interviews, we used an interview protocol that addressed use of 
Recovery Act funds, reasons for low spending rates, carryover 
guidance, and regional office interaction. Table 7 lists the 
characteristics of grantees that we spoke to, as well as the type of 
interview they received. None of the grantees we interviewed were 
among the small portion new to the Head Start program; however, eight 
of them were implementing Early Head Start for the first time. 

Table 7: Grantees Visited or Interviewed by GAO: 

Grantee number: 1; 
Head Start or Early Head Start grantee: Head Start and Early Head 
Start; 
Type of interview: Site visit, follow-up phone interview; 
Expansion grantee: Yes. 

Grantee number: 2; 
Head Start or Early Head Start grantee: Head Start and Early Head 
Start; 
Type of interview: Site visit, follow-up phone interview; 
Expansion grantee: Yes. 

Grantee number: 3; 
Head Start or Early Head Start grantee: Head Start and Early Head 
Start; 
Type of interview: Site visit, follow-up phone interview; 
Expansion grantee: Yes. 

Grantee number: 4; 
Head Start or Early Head Start grantee: Head Start and Early Head 
Start; 
Type of interview: Site visit, follow-up phone interview; 
Expansion grantee: Yes. 

Grantee number: 5; 
Head Start or Early Head Start grantee: Head Start and Early Head 
Start; 
Type of interview: Site visit, follow-up phone interview; 
Expansion grantee: Yes. 

Grantee number: 6; 
Head Start or Early Head Start grantee: Head Start and Early Head 
Start; 
Type of interview: Site visit, follow-up phone interview; 
Expansion grantee: Yes. 

Grantee number: 7; 
Head Start or Early Head Start grantee: Head Start and Early Head 
Start; 
Type of interview: Site visit, follow-up phone interview; 
Expansion grantee: Yes. 

Grantee number: 8; 
Head Start or Early Head Start grantee: Head Start and Early Head 
Start; 
Type of interview: Site visit, follow-up phone interview; 
Expansion grantee: Yes. 

Grantee number: 9; 
Head Start or Early Head Start grantee: Head Start and Early Head 
Start; 
Type of interview: Site visit, follow-up phone interview; 
Expansion grantee: Yes. 

Grantee number: 10; 
Head Start or Early Head Start grantee: Head Start and Early Head 
Start; 
Type of interview: Phone interviews; 
Expansion grantee: Yes. 

Grantee number: 11; 
Head Start or Early Head Start grantee: Head Start and Early Head 
Start; 
Type of interview: Phone interview; 
Expansion grantee: Yes. 

Grantee number: 12; 
Head Start or Early Head Start grantee: Head Start; 
Type of interview: Phone interview; 
Expansion grantee: No. 

Grantee number: 13; 
Head Start or Early Head Start grantee: Head Start; 
Type of interview: Phone interview; 
Expansion grantee: No. 

Grantee number: 14; 
Head Start or Early Head Start grantee: Head Start and Early Head 
Start; 
Type of interview: Phone interview; 
Expansion grantee: Yes. 

Grantee number: 15; 
Head Start or Early Head Start grantee: Head Start and Early Head 
Start; 
Type of interview: E-mail; 
Expansion grantee: Yes. 

Grantee number: 16; 
Head Start or Early Head Start grantee: Early Head Start; 
Type of interview: E-mail; 
Expansion grantee: Yes. 

Source: GAO. 

[End of table] 

Interviews and site visits with grantees supplemented information 
gathered from seven GAO focus groups with expansion grantees, on which 
we reported in May 2010.[Footnote 48] Sixty-one individuals 
participated in focus groups, representing a variety of programs, 
including existing Head Start and Early Head Start grantees and 
grantees entirely new to the Head Start and Early Head Start programs. 
For most focus groups, we recruited participants from those attending 
Head Start-related conferences. The focus groups discussed challenges 
faced in implementing their expansion grants, among other topics. 
Despite the representation across types of grantees and operating 
regions, information from site visits and the results of interviews 
and focus groups are not generalizable to all expansion grantees under 
the Recovery Act. 

To describe how State Advisory Council grantees were planning to 
expend their funds, we interviewed state officials in six states: 
three states that received grants and three states that chose not to 
apply for these funds. 

Additionally, we analyzed several databases used by OHS to understand 
grantees' characteristics and the features of the grant awards. We 
assessed data reliability for all computer-processed data we used, 
including reviewing documentation of processes supporting the 
databases, conducting logic tests for key variables, and assessing 
data for out-of-range values. 

* We analyzed OHS-provided Financial Assistance Award data from the 
Grants Administration Tracking and Evaluation System database to 
determine total funds awarded by year, distribution of grantees' 
awards across budget categories, and how many children and families 
each grantee was funded to serve. 

* We used HHS-provided grantee expenditure data taken from the Payment 
Management System (PMS) to determine progress in Head Start and Early 
Head Start grantees' Recovery Act total drawdowns, as well as to 
identify grantees with low drawdown rates for further GAO follow-up. 
OHS officials cautioned us that PMS rates of expenditure are 
conservative, as grantees occasionally spend their own funds on Head 
Start programming and are reimbursed later through the PMS system. 

* We analyzed 2 years of Program Information Report (PIR) data on 
enrollment, staffing levels, and other variables. The PIR is 
administered through the Head Start Enterprise System, a user- 
restricted, Web-based database. PIR is an annual survey administered 
to all Head Start and Early Head Start grantees. We performed logic 
checks on all variables used in the report. We also analyzed previous 
GAO reports and an external report that found that some PIR variables 
were unreliable. None of these reports used 2009 or 2010 data. We 
tested these variables for 2009 and 2010 and found them to be 
sufficiently reliable for our purposes of reporting aggregated figures. 

* We analyzed all end-of-month enrollment data for Recovery Act 
grantees. Like the PIR, the end-of-month data collection instrument is 
administered through the Head Start Enterprise System. OHS populates 
the funded enrollment variable, and grantees are required to submit 
reported enrollment each month, including an explanation for 
enrollment that falls below a grantee's funded enrollment. We did not 
validate individual grantees' enrollment reports by comparing them to 
actual enrollment records. We found instances in which grantees' 
funded enrollment was attributed incorrectly or in which grantees' 
total funded enrollment was incorrect. These issues represented an 
error rate of less than 1 percent of total funded enrollment. Although 
we have continuing concerns about quality controls for the monthly 
enrollment data, we determined that data used for our report are 
sufficiently reliable for our purposes of reporting total reported and 
funded enrollment for all grantees. 

To describe challenges grantees have encountered in spending their 
Recovery Act funds, we reviewed relevant federal laws and regulations 
and met with agency officials from both the OHS central offices and 
regional offices. In addition, we analyzed drawdown data from HHS's 
PMS system. As described above, we also interviewed seven Early Head 
Start grantees in seven states that we identified using PMS data. 
Among all grantees with drawdown rates below 5 percent as of July 16, 
2010, we randomly selected seven grantees to contact. We used a 
standard protocol to ask these grantees' officials about how they have 
been using funds, their challenges in spending funds, and why their 
drawdown rates were so low at such a late time in the year. 

To assess how OHS has monitored Recovery Act funds, we reviewed 
relevant federal laws and regulations, interviewed agency officials, 
analyzed contracts and contractor invoices, and reviewed other agency 
documentation such as monitoring protocols. We met with the OHS 
contracting officer and the OHS contractor to discuss the award 
process and monitoring support. We also met with officials from the 
HHS Office of the Inspector General to better understand their role in 
the expansion grant-making process and in monitoring grantees. 

The recipient reporting section of this report responds to the 
Recovery Act's mandate that we comment on the estimates of jobs 
created or retained by direct recipients of Recovery Act funds. For 
our review of the fifth submission of recipient reports, covering the 
period from July 1, 2010, through September 30, 2010, we built on 
findings from our four prior reviews of the reports, covering the 
period from February 2009 through June 30, 2010. We performed edit 
checks and basic analyses on the fifth submission of recipient report 
data that became publicly available at Recovery.gov on October 30, 
2010. To understand how the quality of jobs data reported by Recovery 
Act recipients, particularly Head Start grantees, has changed over 
time, we compared the five quarters of recipient reporting data that 
were publicly available at Recovery.gov on October 30, 2010. We 
performed edit checks and other analyses on the Head Start subset of 
recipient reports, which included matching OHS-provided data 
(Financial Assistance Awards from the Grants Administration Tracking 
and Evaluation System database) and HHS-provided data (grantee 
expenditures from PMS) on grantees with recipient reports. We also 
reviewed documentation and interviewed federal agency officials from 
HHS, who have responsibility for ensuring a reasonable degree of 
quality across their programs' recipient reports. Due to the limited 
number of recipients reviewed and the judgmental nature of the 
selection, GAO's full-time equivalent findings are limited to those 
Head Start programs and time periods examined and are not 
generalizable to any other program's FTE reporting. 

To update the status of open recommendations from previous bimonthly 
and recipient reporting reviews, we obtained information from agency 
officials on actions taken in response to the recommendations. 

We conducted this performance audit from August 2010 to December 2010 
in accordance with generally accepted government auditing standards. 
Those standards require that we plan and perform the audit to obtain 
sufficient, appropriate evidence to provide a reasonable basis for our 
findings and conclusions based on our audit objectives. We believe 
that the evidence obtained provides a reasonable basis for our 
findings and conclusions based on our audit objectives. 

[End of section] 

Appendix II: Comments from the Department of Health and Human Services: 

Office of the Assistant Secretary for Legislation: 
Department Of Health & Human Services: 
Washington, D.C. 20201: 

December 10 2010: 

Cornelia M. Ashby: 
Director: 
Education, Workforce, and Income Security: 
U.S. Government Accountability Office: 
44l G Street N.W. 
Washington, DC 20548: 

Dear Ms. Ashby: 

Enclosed are comments on the U.S. Government Accountability Office's 
(GAO) draft report entitled, "RECOVERY ACT: Head Start Grantees Expand 
Services but More Consistent Communication Could Improve 
Accountability and Decisions About Spending" (GAO-11-166). 

The Department appreciates the opportunity to review this report 
before publication. 

Sincerely, 

Signed by: 

Jim R. Esquea: 
Assistant Secretary for Legislation: 

[End of letter] 

General Comments Of The Department Of Health And Human Services (HHS) 
On The Government Accountability Office's (GAO) Draft Report Entitled. 
"Recovery Act: Head Start Grantees Expand Services But More Consistent 
Communication Could Improve Accountability And Decisions About 
Spending" (GAO-11-166): 

The Department appreciates the opportunity to comment on this draft 
report. 

GAO Recommendations: 

We recommend that the Director of the Office of Head Start take the 
following three actions: 

* To help ensure that grantees report consistent enrollment figures, 
better communicate a consistent definition of "enrollment" to grantees 
for monthly and yearly reporting and begin verifying grantees' 
definition of "enrollment" during triennial reviews. 

* To provide grantees consistent information on how and when they will 
be expected to obligate and expend federal funds, clearly communicate 
its policy to grantees for carrying over or extending the use of 
Recovery Act funds from one fiscal year into the next. 

* To better consider known risks in scoping and staffing required 
reviews of Recovery Act grantees, direct OHS regional offices to 
consistently perform and document Risk Management Meetings and 
incorporate known risks, including financial management risks, into 
the process for staffing and conducting reviews. 

Administration for Children and Families (ACF) Comments: 

As GAO noted, more than 55,000 infants, toddlers and pre-schoolers 
have received comprehensive Head Start (HS) and Early Head Start (EHS) 
services due to the funding under the American Recovery and 
Reinvestment Act (ARRA). 

In order to ensure that funds were well spent and that these children 
receive high quality services, ACF has augmented the ongoing and on-
site monitoring of these programs. In 2008, the Office of Head Start 
implemented a Risk Management Process for all grantees to serve as an 
overarching framework tying together the funding, monitoring, and
technical assistance processes to prevent or reduce risks; focus on 
early intervention and build on strengths; and to improve 
communication, information sharing and grantee operations. 
Participants include the staffs of the grantee, the OHS program, the 
ACF Grants Office, and the Training and Technical Assistance network. 
While all grantees will have at least one regular Risk Management 
Meetings (RMM) each year, for ARRA grantees, specific meetings were 
held to establish a formal system of communication to identify 
barriers to implementation and service delivery. To facilitate the 
meeting and provide consistency, a standard form was used by the 
regional offices. 

On-site monitoring was also strengthened for oversight of ARRA 
grantees. For all grantees, OHS conducts regular on-site monitoring 
visits every three years. For ARRA expansion, the frequency of on-site 
reviews has been increased and tailored for the ARRA programs, as 
noted by GAO. Specifically, 0HS partnered with the Office of Inspector 
General to conduct pre-award audits on all new grantees, contracted 
with an outside agency to conduct intensive on-site monitoring after 
the first year of operations. Federal staff already have conducted 
more than 500 on-site visits to ARRA programs. 

ACF appreciates the recommendations from GAO on how to improve on this
performance and offers the following response on GAO's three 
recommendations as welt as technical comments and corrections. 

Definition of Enrollment: 

GAO is correct that there is a difference between the regulatory 
definition of "enrollment" and what the Program improvement Report 
(PER) attempts to capture in its reporting on enrollment. The purpose 
of the PER is to report on services received by children and families 
and so we have instructed grantees to only include children having 
received services.[Footnote 1] ACF agrees that we need to develop 
appropriate terminology to avoid confusion. OHS will quickly issue 
explicit guidance on this terminology for grantees and monitoring 
teams. 

Communication on Obligating and Expanding Federal Funds: 

The terms and conditions of all awards are outlined in the HHS Grants 
Policy (GPS) statement which is incorporated by reference in the 
standard remarks of all grant awards. The GPS outlines the 
requirements for requesting carryover of unobligated balances. The 
requirements for the ARRA funds did not differ from the HHS grant 
requirements. These procedures include submitting a request with 
appropriate justification which describes the previously approved 
goals and objectives/activities that were not met and will be
completed in the subsequent budget period. The request must also 
include a current financial status report that reflects the 
unobligated balance. 

Since GAO's work highlights the need for more explicit guidance for 
ARRA grantees, ACF will issue guidance to reiterate the required 
obligation and expenditure requirements of the grant, and will 
continue to improve upon its efforts to effectively communicate the 
mechanisms in place as they relate to fiscal requirements of 
obligating and expending funds. 

Consistently Perform and Document Risk Management Meetings: 

ACF agrees that Risk Management Meetings need to be performed and 
documented consistently. ACF Central Office oversees the work of 
regional offices with granters, including reviews of documentation in 
the centralized data system and works directly with regions when 
inconsistencies are discovered. At present, OHS is reviewing the Risk 
Management process to ensure it is consistently performed and 
documented in the centralized data system. ACF also agrees that 
including financial management risks into the process for staffing and 
conducting reviews is critical and has already made significant 
progress in this area. Specifically, OHS has implemented a process for 
the current program year that informs fiscal reviewers about known or 
suspected financial risks of grantees, 30 days prior to the on-site 
review The Grant Officer is now required to complete a Fiscal 
Information form (see attached) that identifies known or suspected 
risks in seven key areas prior to an on-site review. The fiscal 
reviewer is required to respond in writing to each area of risk. The 
information gathered by the fiscal reviewer is then fed back to the 
Grants Officer, who is then required to take prompt and appropriate 
action. 

ACF agrees with GAO's statement on page 7 that "managers need current 
information on expenditures to detect problems and proactively manage 
risks associated with unusual expenditure patterns, such as overly 
rapid or slow expenditures." To that end, OHS has been sharing 
periodic reports on current and aggregated drawdown data with Regional
Program Managers and Grants Officers. As of December 1, OHS has 
received agreement from the Division of Payment Management to send 
these management reports on a monthly basis for all ARRA grants for 
central office and regional office oversight purposes. ACF will pursue 
a Memorandum of Agreement with DPM to institutionalize this process 
for all HS and EHS grants. 

Appendix II Footnote: 

[1] PIR instructs grantees to include all children who have been 
enrolled in their program and have attended at least one class or, for 
programs with home-based options, received at least one home visit and 
all pregnant women who have been enrolled in their program and 
received Early Head Start services. 

[End of section] 

Appendix III: Status of Prior Open Recommendations and Matters for 
Congressional Consideration: 

In this appendix, we update the status of agencies' efforts to 
implement the 28 open recommendations, 1 newly implemented 
recommendation, and 1 newly closed recommendation from our previous 
bimonthly and recipient reporting reviews.[Footnote 49] Agency 
responses to our new recommendations are included in the program 
section of this report. Recommendations that were listed as 
implemented or closed in a prior report are not repeated here. Lastly, 
we address the status of our Matters for Congressional Consideration. 

Department of Energy: 

Open Recommendations:[Footnote 50] 

Given the concerns we have raised about whether program requirements 
were being met, we recommend that the Department of Energy (DOE), in 
conjunction with both state and local weatherization agencies, develop 
and clarify weatherization program guidance that: 

* establishes best practices for how income eligibility should be 
determined and documented and issues specific guidance that does not 
allow the self-certification of income by applicants to be the sole 
method of documenting income eligibility. 

* clarifies the specific methodology for calculating the average cost 
per home weatherized to ensure that the maximum average cost limit is 
applied as intended. 

* accelerates current DOE efforts to develop national standards for 
weatherization training, certification, and accreditation, which is 
currently expected to take 2 years to complete. 

* develops a best practice guide for key internal controls that should 
be present at the local weatherization agency level to ensure 
compliance with key program requirements. 

* sets time frames for development and implementation of state 
monitoring programs. 

* revisits the various methodologies used in determining the 
weatherization work that should be performed based on the 
consideration of cost-effectiveness and develops standard 
methodologies that ensure that priority is given to the most cost-
effective weatherization work. To validate any methodologies created, 
this effort should include the development of standards for accurately 
measuring the long-term energy savings resulting from weatherization 
work conducted. 

* considers and addresses how the weatherization program guidance is 
impacted by the introduction of increased amounts of multifamily units. 

In addition, given that state and local agencies have felt pressure to 
meet a large increase in production targets while effectively meeting 
program requirements and have experienced some confusion over 
production targets, funding obligations, and associated consequences 
for not meeting production and funding goals, we recommended that DOE 
clarify its production targets, funding deadlines, and associated 
consequences while providing a balanced emphasis on the importance of 
meeting program requirements. 

Agency Actions: 

DOE generally concurred with all of the recommendations. DOE provided 
updates for each individual recommendation explaining what it has done 
thus far and what it will do to satisfy the recommendations. For 
example, for the first recommendation listed above--that DOE should 
establish best practices for how income eligibility should be 
determined and not allow the self-certification of income by 
applicants to be the sole method of documenting income eligibility--
DOE explained that it is revising a Program Notice to strengthen these 
provisions. DOE reminded grantees and subgrantees that proof of 
eligibility should be clearly documented, and that self-certification 
should only be relied upon when all other methods for documenting 
income eligibility have been exhausted. Evidence of all other attempts 
to prove eligibility must be included in the client file. 

Environmental Protection Agency: 

Open Recommendation:[Footnote 51] 

We recommend that the Environmental Protection Agency (EPA) 
Administrator work with the states to implement specific oversight 
procedures to monitor and ensure subrecipients' compliance with the 
provisions of the Recovery Act-funded Clean Water and Drinking Water 
State Revolving Fund (SRF) program. 

Agency Actions: 

In response to our recommendation, EPA provided additional guidance to 
the states regarding their oversight responsibilities, with an 
emphasis on enhancing site specific monitoring and inspections. 
Specifically, in June 2010, the agency developed and issued an 
oversight plan outline for Recovery Act projects that provides 
guidance on the frequency, content, and documentation related to 
regional reviews of state Recovery Act programs and regional and state 
reviews of specific Recovery Act projects. For example, EPA's guidance 
states that regions and states should be reviewing the items included 
on the EPA "State ARRA Inspection Checklist" or use a state equivalent 
that covers the same topics. The plan also describes EPA headquarters 
role in ongoing Recovery Act oversight and plans for additional 
webcasts. EPA also reiterated that contractors are available to 
provide training and to assist with file reviews and site inspections. 
We are undertaking further review of the states' use of Recovery Act 
funds for the Clean and Drinking Water programs. As part of that work, 
we will consider EPA's and the states' oversight of Recovery Act funds 
and, more specifically, progress in implementing EPA's guidance. 

Department of Health and Human Services: Office of Head Start: 

Open Recommendation:[Footnote 52] 

To facilitate understanding of whether regional decisions regarding 
waivers of the program's matching requirement are consistent with 
Recovery Act grantees' needs across regions, the Director of OHS 
should regularly review waivers of the nonfederal matching requirement 
and associated justifications. 

Agency Actions: 

OHS has not conducted a review of waivers of the nonfederal matching 
requirement, but OHS officials stated that the variation is largely 
due to differences in regions' policy in timing: some regional offices 
grant waivers at the same time that the grant is made official, 
whereas other regions grant waivers later. OHS officials stated that 
although the OHS central office has not regularly reviewed grantees' 
justifications for waiver applications for regional variability in the 
past, they are looking into tracking this data in their web-based 
system consistently across regions. The process of tracking waivers is 
not yet complete. 

Open Recommendation:[Footnote 53] 

To oversee the extent to which grantees are meeting the program goal 
of providing services to children and families and to better track the 
initiation of services under the Recovery Act, the Director of OHS 
should collect data on the extent to which children and pregnant women 
actually receive services from Head Start and Early Head Start 
grantees. 

Agency Actions: 

HHS disagreed with our recommendation. OHS officials stated that 
attendance data are adequately examined in triennial or yearly on-site 
reviews and in periodic risk management meetings. Because these 
reviews and meetings do not collect or report data on service 
provision, we continue to believe that tracking services to children 
and families is an important measure of the work undertaken by Head 
Start and Early Head Start service providers. 

Newly Implemented Recommendation:[Footnote 54] 

To provide grantees with appropriate guidelines on their use of Head 
Start and Early Head Start grant funds, and enable OHS to monitor the 
use of these funds, the Director of OHS should direct regional office 
staff to stop allocating all grant funds to the "other" budget 
category, and immediately revise all financial assistance awards (FAA) 
in which all funds were allocated to the "other" category. 

Agency Actions: 

Since our May report, OHS revised all FAAs that had designated all of 
a grantee's awarded funds to the "other" budget category rather than 
more specific budget categories, such as "supplies" or "equipment." 
Further, OHS did not issue any FAAs that designated all funds to 
"other." 

Department of Housing and Urban Development: 

Open Recommendation:[Footnote 55] 

Because the absence of third-party investors reduces the amount of 
overall scrutiny Tax Credit Assistance Program (TCAP) projects would 
receive and the Department of Housing and Urban Development (HUD) is 
currently not aware of how many projects lacked third-party investors, 
HUD should develop a risk-based plan for its role in overseeing TCAP 
projects that recognizes the level of oversight provided by others. 

Agency Actions: 

HUD responded to our recommendation by saying it will identify 
projects that are not funded by the HOME Investment Partnerships 
Program (HOME) funds and projects that have a nominal tax credit 
award. HUD said it will make these identifications after projects are 
complete and develop a monitoring plan tailored to these projects. HUD 
currently has not taken any action on this recommendation because it 
is too early in the process to be able to identify projects that lack 
third-party investors. The agency will take action once they able to 
collect the necessary information from the project owners and the 
state housing finance agencies. 

Department of Labor: 

Open Recommendations:[Footnote 56] 

To enhance the Department of Labor's (Labor) ability to manage its 
Recovery Act and regular Workforce Investment Act (WIA) formula grants 
and to build on its efforts to improve the accuracy and consistency of 
financial reporting, we recommend that the Secretary of Labor take the 
following actions: 

* To determine the extent and nature of reporting inconsistencies 
across the states and better target technical assistance, conduct a 
one-time assessment of financial reports that examines whether each 
state's reported data on obligations meet Labor's requirements. 

* To enhance state accountability and to facilitate their progress in 
making reporting improvements, routinely review states' reporting on 
obligations during regular state comprehensive reviews. 

Agency Actions: 

Labor agreed with both of our recommendations and has begun to take 
some actions to implement them. To determine the extent of reporting 
inconsistencies, Labor awarded a contract in September 2010 to perform 
an assessment of state financial reports to determine if the data 
reported are accurate and reflect Labor's guidance on reporting of 
obligations and expenditures. Labor plans to begin interviewing states 
in mid-December and will issue a report after the interviews are 
completed and analyzed. To enhance states' accountability and 
facilitate their progress in making improvements in reporting, Labor 
has drafted guidance on the definitions of key financial terms such as 
obligations and expects to issue this guidance in December 2010. After 
the guidance is issued, Labor plans to conduct a system wide webinar 
on this topic. 

Open Recommendations:[Footnote 57] 

Our September 2009 bimonthly report identified a need for additional 
federal guidance in two areas--measuring the work readiness of youth 
and defining green jobs--and we made the following two recommendations 
to the Secretary of Labor: 

* To enhance the usefulness of data on work readiness outcomes, 
provide additional guidance on how to measure work readiness of youth, 
with a goal of improving the comparability and rigor of the measure. 

* To better support state and local efforts to provide youth with 
employment and training in green jobs, provide additional guidance 
about the nature of these jobs and the strategies that could be used 
to prepare youth for careers in green industries. 

Agency Actions: 

Labor agreed with both of our recommendations and has begun to take 
some actions to implement them. With regard to the work readiness 
measure for WIA Youth summer employment activities, Labor issued 
guidance on May 13, 2010 for the WIA Youth Program that builds on the 
experiences and lessons learned during implementation of Recovery Act- 
funded youth activities in 2009. In this guidance, Labor broadly 
identified some additional requirements for measuring work readiness 
of youth. Further guidance was provided on August 19, 2010, that 
described the methodology for implementing the work readiness 
indicator and provided an optional work readiness tool for the WIA 
Youth Program. The guidance clarifies the Employment and Training 
Administration's (ETA) changes to the definition of work readiness, 
now basing it on the employer's worksite evaluation and making this 
evaluation the required means to measure work readiness. 

Regarding our recommendation on the green jobs, Labor told us that the 
Bureau of Labor Statistics (BLS) has developed a definition of green 
jobs. The definition was developed through a review of a wide range of 
studies, including several surveys conducted by state workforce 
agencies and work conducted internationally. BLS also consulted with a 
variety of stakeholders, including federal agencies, state labor 
market information offices, and industry (business and labor) groups. 
BLS published its proposed definition in the March 16, 2010, Federal 
Register and solicited comments. The final definition was published in 
the Federal Register on September 21, 2010. In addition, Labor is 
hosting a Green Jobs Community of Practice, an online virtual 
community available to all grantees of the Recovery Act-funded green 
jobs training grants, as well as members of the workforce system and 
the general public. This will serve as Labor's primary venue for 
sharing information and updates on trends and practices in green jobs 
training. The Department has also begun an implementation study of 
these green jobs training grants to capture best practices and lessons 
learned. Study results will be made available through a Training and 
Employment Guidance Letter by summer 2011. 

Executive Office of the President: Office of Management and Budget: 

Open Recommendation: 

To leverage Single Audits as an effective oversight tool for Recovery 
Act programs, we recommended that the Director of the Office of 
Management and Budget (OMB): 

1. provide more direct focus on Recovery Act programs through the 
Single Audit to help ensure that smaller programs with higher risk 
have audit coverage in the area of internal controls and compliance; 
[Footnote 58] 

2. take additional efforts to provide more timely reporting on 
internal controls for Recovery Act programs for 2010 and beyond; 
[Footnote 59] 

3. evaluate options for providing relief related to audit requirements 
for low-risk programs to balance new audit responsibilities associated 
with the Recovery Act;[Footnote 60] 

4. issue Single Audit guidance in a timely manner so that auditors can 
efficiently plan their audit work;[Footnote 61] 

5. issue the OMB Circular No. A-133 Compliance Supplement no later 
than March 31 of each year;[Footnote 62] 

6. explore alternatives to help ensure that federal awarding agencies 
provide their management decisions on the corrective action plans in a 
timely manner;[Footnote 63] and: 

7. shorten the time frames required for issuing management decisions 
by federal agencies to grant recipients.[Footnote 64] 

Agency Actions: 

1. To provide more direct focus on Recovery Act programs to help 
ensure that smaller programs with higher risk have audit coverage in 
the area of internal controls and compliance through the Single Audit, 
OMB updated its Single Audit guidance in the OMB Circular A-133, 
Audits of States, Local Government, and Non-Profit Organizations 
Compliance Supplement in July 2010.[Footnote 65] This compliance 
supplement requires auditors to consider all federal programs with 
expenditures of Recovery Act awards to be considered programs with 
higher risks when performing standard risk-based tests to select 
programs to be audited. The compliance supplement also clarified 
information to assist auditors in determining the appropriate risk 
levels for programs with Recovery Act expenditures. This is the second 
year that OMB has included guidance in the compliance supplement to 
address some of the higher risks inherent in Recovery Act programs. 
The most significant of these risks are associated with new programs 
that may not have the internal controls and accounting systems in 
place to help ensure that funds are distributed and used in accordance 
with program regulations and objectives. OMB and the federal cognizant 
agency for audit have conducted several training and outreach 
activities for the audit community regarding the importance of the new 
audit requirements for Recovery Act programs. 

Since most of the funding for Recovery Act programs will be expended 
in 2010 and beyond, we continue to believe that it is essential that 
OMB provide direction in Single Audit guidance so that some smaller 
programs with higher risk would not be automatically excluded from 
receiving audit coverage based upon the requirements in the Single 
Audit Act. In recent discussions with OMB officials, we communicated 
our concern that future Single Audit guidance provide instruction that 
helps to ensure that smaller programs with higher risk have audit 
coverage in the area of internal controls and compliance. OMB 
officials agreed and stated that they plan to continue including 
similar language in the Compliance Supplement and performing outreach 
trainings throughout the duration of the Recovery Act. 

2. To address the recommendation for taking additional efforts to 
encourage more timely reporting on internal controls for Recovery Act 
programs for 2010 and beyond, OMB commenced a second voluntary Single 
Audit Internal Control Project (project) in August 2010 for states 
that received Recovery Act funds in fiscal year 2010.[Footnote 66] 
Similar to the prior project (which did not get started until October 
2009), one of the project's goals is to achieve more timely 
communication of internal control deficiencies for higher-risk 
Recovery Act programs so that corrective action can be taken more 
quickly. Specifically, the project encourages participating auditors 
of states that received Recovery Act funds to identify and communicate 
deficiencies in internal control to management 3 months sooner than 
the 9-month time frame currently required under OMB Circular No. A-
133. The project also requires that management provide, 2 months 
earlier than required under statute, plans for correcting internal 
control deficiencies to the cognizant agency for audit for immediate 
distribution to the appropriate federal agencies.[Footnote 67] The 
federal agency is then to have provided its concerns relating to 
management's plan of corrective actions in a written decision as 
promptly as possible and no later than 90 days after the corrective 
action plan is received by the cognizant agency for audit. According 
to OMB officials, 13 states had volunteered to participate in the 
project as of November 15, 2010. Each participating state is to select 
a minimum of four Recovery Act programs for inclusion in the project 
and at the completion of the 2010 project, OMB plans to assess the 
project's results. 

We assessed the results of the first OMB Single Audit Internal Control 
Project for fiscal year 2009 and found that it was helpful in 
communicating internal control deficiencies earlier than required 
under statute. We reported that 16 states participated in the first 
project and that the states selected at least two Recovery programs 
for the project. We also reported that the project's dependence on 
voluntary participation limited its scope and coverage and that 
voluntary participation may also bias the project's results by 
excluding from analysis states or auditors with practices that cannot 
accommodate the project's requirement for early reporting of control 
deficiencies. Overall, we concluded that although the project's 
coverage could have been more comprehensive, the analysis of the 
project's results provided meaningful information to OMB for better 
oversight of the Recovery Act programs selected and information for 
making future improvements to the Single Audit guidance. We believe 
that OMB needs to continue taking steps to encourage timelier 
reporting on internal controls through Single Audits for Recovery Act 
programs. 

3. OMB officials have stated that they are aware of the increase in 
workload for state auditors who perform Single Audits due to the 
additional funding to Recovery Act program and corresponding increase 
in programs being subject to audit requirements. OMB officials stated 
that they solicited suggestions from state auditors to gain further 
insights to develop measures for providing audit relief. However, OMB 
has not yet identified viable alternatives that would provide relief 
to all state auditors. For state auditors that are participating in 
the second OMB Single Audit Internal Control project, OMB has provided 
some audit relief. Specifically, OMB modified the requirements under 
Circular No. A-133 to reduce the number of low-risk programs that must 
be included in some project participants' assessment requirements for 
smaller programs for Single Audits for fiscal years 2010 and 2011. As 
expenditures of Recovery Act funds are expected to continue through 
2016, it is important that OMB look for opportunities and implement 
various options for providing audit relief in future years. 

4, 5. With regard to issuing Single Audit Guidance in a timely manner, 
and specifically the OMB Circular A-133 Compliance Supplement, OMB 
officials have stated that they intend to issue the fiscal year 2011 
compliance supplement by March 31, 2011. The team of federal officials 
who assisted in the development of the OMB Circular A-133 Compliance 
Supplement met in August 2010--a few weeks earlier than in prior years-
-for its annual kick off meeting. At that meeting, the team set a goal 
of issuing the 2011 compliance supplement by March 31, 2011, and 
discussed revised production schedules and deadlines needed to 
accommodate the earlier issuance date. We will continue to monitor 
OMB's progress to achieve this objective. 

6, 7. In October 2010, OMB officials stated that they have discussed 
alternatives for helping to ensure that federal awarding agencies 
provide their management decisions on the corrective action plans in a 
timely manner, including possibly shortening the time frames required 
for issuing management decisions by federal agencies to grant 
recipients.[Footnote 68] However, OMB officials have yet to decide on 
the course of action that they will pursue to implement our related 
recommendations. OMB officials acknowledged that the results of the 
2009 OMB Single Audit Internal Control Project confirmed that this 
issue continues to be a challenge. They stated that they have met 
individually with several federal awarding agencies that were late in 
providing their management decisions in the 2009 project to discuss 
the measures that the agencies will take to improve the timeliness of 
their management decisions. 

In March 2010, OMB issued guidance under memo M-10-14, item 7, 
(http://www.whitehouse.gov/sites/default/files/omb/assets/memoranda_2010
/m10-14.pdf) that called for federal awarding agencies to review 
reports prepared by the Federal Audit Clearinghouse regarding Single 
Audit findings and submit summaries of the highest-risk audit findings 
by major Recovery Act programs by September 30, 2010, as well as other 
relevant information on the federal awarding agency's actions 
regarding these areas.[Footnote 69] OMB officials have stated that 
they plan to use this information to identify trends that may require 
clarification or additional guidance in the compliance supplement. OMB 
officials also stated that they are working with the Recovery Act 
Accountability and Transparency Board to develop metrics for 
determining how federal awarding agencies are to use information 
available in the Single Audit. As of November 2010, according to OMB 
officials, the project is in the planning phase and the specific 
metrics are still being considered. OMB anticipates that the metrics 
may be available in January 2011 and that the metrics could be applied 
at the agency level, by program, to allow for analysis of Single Audit 
findings and other measures to be determined. One goal of the metrics 
project is to increase the effectiveness and timeliness of federal 
awarding agencies' actions to resolve Single Audit findings. We will 
monitor the progress of these efforts to determine the extent that it 
improves the timeliness of federal agencies' actions to resolve audit 
findings so that risks to Recovery Act funds are reduced and internal 
controls in Recovery Act programs are strengthened. 

Newly Closed Recommendation:[Footnote 70] 

Because performance reporting is broader than the jobs reporting 
required by section 1512, the Director of OMB should also work with 
federal agencies--perhaps through the Senior Management Councils--to 
clarify what new or existing program performance measures--in addition 
to jobs created and retained--that recipients should collect and 
report in order to demonstrate the impact of Recovery Act funding. 

Agency Actions: 

It was an objective of the Recovery Act to use existing measures to 
allow the public to see the performance impact of the Act's 
investments. Some federal agencies have issued or plan to issue 
additional guidance on what other programs or impact measures are 
required for evaluating the impact of Recovery Act funding. Some state 
program officials said that they use existing program performance 
measures developed by federal agencies to track the performance impact 
of Recovery Act funding, while other states have developed their own 
measures. With the passage of time, we have concluded that the intent 
of this recommendation is being addressed by individual federal 
agencies, as well as being addressed by local program officials. 

Department of Transportation: 

Open Recommendations:[Footnote 71] 

To ensure that Congress and the public have accurate information on 
the extent to which the goals of the Recovery Act are being met, we 
recommend that the Secretary of Transportation direct the Federal 
Highway Administration (FHWA) to take the following two actions: 

* Develop additional rules and data checks in the Recovery Act Data 
System, so that these data will accurately identify contract 
milestones such as award dates and amounts, and provide guidance to 
states to revise existing contract data. 

* Make publicly available--within 60 days after the September 30, 
2010, obligation deadline--an accurate accounting and analysis of the 
extent to which states directed funds to economically distressed 
areas, including corrections to the data initially provided to 
Congress in December 2009. 

Agency Actions: 

As of the time of this report, the Department of Transportation (DOT) 
was in the process of developing its plans in response to these 
recommendations. 

Open Recommendation:[Footnote 72] 

To better understand the impact of Recovery Act investments in 
transportation, we believe that the Secretary of Transportation should 
ensure that the results of these projects are assessed and a 
determination made about whether these investments produced long-term 
benefits. Specifically, in the near term, we recommend the Secretary 
direct FHWA and the Federal Highway Administration (FTA) to determine 
the types of data and performance measures they would need to assess 
the impact of the Recovery Act and the specific authority they may 
need to collect data and report on these measures. 

Agency Actions: 

In its response, DOT noted that it expected to be able to report on 
Recovery Act outputs, such as the miles of road paved, bridges 
repaired, and transit vehicles purchased, but not on outcomes, such as 
reductions in travel time, nor did it commit to assessing whether 
transportation investments produced long-term benefits. DOT further 
explained that limitations in its data systems, coupled with the 
magnitude of Recovery Act funds relative to overall annual federal 
investment in transportation, would make assessing the benefits of 
Recovery Act funds difficult. DOT indicated that, with these 
limitations in mind, it is examining its existing data availability 
and, as necessary, would seek additional data collection authority 
from Congress if it became apparent that such authority were needed. 
DOT plans to take some steps to assess its data needs, but it has not 
committed to assessing the long-term benefits of Recovery Act 
investments in transportation infrastructure. We are therefore keeping 
our recommendation on this matter open. 

Open Recommendation:[Footnote 73] 

The Secretary of Transportation should gather timely information on 
the progress they are making in meeting the maintenance-of-effort 
requirement and to report preliminary information to Congress within 
60 days of the certified period (September 30, 2010), (1) on whether 
states met required program expenditures as outlined in their 
maintenance-of-effort certifications, (2) the reasons that states did 
not meet these certified levels, if applicable, and (3) lessons 
learned from the process. 

Agency Actions: 

DOT concurred in part with our March 2010 recommendation that it 
gather and report more timely information on the progress states are 
making in meeting the maintenance-of-effort requirements. DOT 
officials stated that DOT will encourage states to report preliminary 
data for the certified period ending September 30, 2010, and deliver a 
preliminary report to Congress within 60 days of the certified period. 
On October 1, 2010, DOT officials requested that each state update its 
actual aggregate expenditure data for the types of projects funded 
under each transportation covered program in FHWA's Recovery Act Data 
System by November 1, 2010. DOT also requested that each state provide 
an explanation of why the state did not meet its certified MOE amount 
in any or all transportation programs, as appropriate. 

Department of Treasury: 

Open Recommendation:[Footnote 74] 

Treasury should expeditiously provide Housing Finance Agencies (HFAs) 
with guidance on monitoring project spending and develop plans for 
dealing with the possibility that projects could miss the spending 
deadline and face further project interruptions. 

Agency Actions: 

Treasury commented that it has taken a number of steps to ensure HFAs 
and project owners have a complete understanding of the 30 percent 
deadline and are prepared to comply with that requirement. Further, 
Treasury said it plans to continue monitoring the impact of the 30 
percent deadline on the program and to provide additional guidance 
necessary to address unforeseen or unexpected circumstances. Although 
Treasury officials said that they recently asked HFAs whether any 
projects could potentially miss the end of the year deadline, no HFAs 
have indicated that projects may miss the deadline. Also, although 
Treasury currently has not provided additional guidance to HFAs, it 
intends to continue working with HFAs and make a decision about 
further guidance at the end of the year, after it identifies any 
projects that do not meet the 30 percent deadline. 

Matters for Congressional Consideration: 

Matter:[Footnote 75] 

To the extent that appropriate adjustments to the Single Audit process 
are not accomplished under the current Single Audit structure, 
Congress should consider amending the Single Audit Act or enacting new 
legislation that provides for more timely internal control reporting, 
as well as audit coverage for smaller Recovery Act programs with high 
risk. 

We continue to believe that Congress should consider changes related 
to the Single Audit process. 

Matter:[Footnote 76] 

To the extent that additional coverage is needed to achieve 
accountability over Recovery Act programs, Congress should consider 
mechanisms to provide additional resources to support those charged 
with carrying out the Single Audit Act and related audits. 

We continue to believe that Congress should consider changes related 
to the Single Audit process. 

Matter:[Footnote 77] 

To provide housing finance agencies (HFA) with greater tools for 
enforcing program compliance, in the event the Section 1602 Program is 
extended for another year, Congress may want to consider directing 
Treasury to permit HFAs the flexibility to disburse Section 1602 
Program funds as interest-bearing loans that allow for repayment. 

We continue to believe that Congress should consider directing 
Treasury to permit HFAs the flexibility to disburse Section 1602 
Program funds as interest-bearing loans that allow for repayment. 

[End of section] 

Appendix IV: GAO Contacts and Staff Acknowledgments: 

GAO Contacts: 

Cornelia M. Ashby, (202) 512-7215 or ashbyc@gao.gov: 

Yvonne D. Jones, (202) 512-6878 or jonesy@gao.gov: 

Staff Acknowledgments: 

In addition to the contacts above, the following individuals made key 
contributions to this report: Susan Baker, Thomas Beall, James 
Bennett, Sue Bernstein, Anna Bonelli, Andrew Ching, Holly Dye, 
Alexandra Edwards, Thomas James, Susan Lawless, Sheila R. McCoy, 
Jeffrey G. Miller, Carol Patey, Beverly Ross, Christine San, Linda 
Siegel, Jon Stehle, Andrew J. Stephens, Wayne Sylvia, Kate Van Gelder, 
Betty Ward-Zukerman, Craig Winslow, Elizabeth Wood, William T. Woods, 
Ethan Wozniak, and Amber Yancey-Carroll. 

[End of section] 

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[hyperlink, http://www.gao.gov/products/GAO-11-88]. Washington, D.C.: 
October 15, 2010. 

Recovery Act: Department of Justice Could Better Assess Justice 
Assistance Grant Program Impact. [hyperlink, 
http://www.gao.gov/products/GAO-11-87]. Washington, D.C.: October 15, 
2010. 

Recovery Act: Increased Medicaid Funds Aided Enrollment Growth, and 
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[hyperlink, http://www.gao.gov/products/GAO-11-58]. Washington, D.C.: 
October 8, 2010. 

Recovery Act: Opportunities Exist to Increase the Public's 
Understanding of Recipient Reporting on HUD Programs. [hyperlink, 
http://www.gao.gov/products/GAO-10-966]. Washington, D.C.: September 
30, 2010. 

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http://www.gao.gov/products/GAO-10-1032R]. Washington, D.C.: September 
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http://www.gao.gov/products/GAO-10-1062]. Washington, D.C.: September 
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Temporary Assistance for Needy Families: Implications of Caseload and 
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http://www.gao.gov/products/GAO-10-815T]. Washington, D.C.: September 
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Recovery Act: Survey of State Housing Finance Agencies' Use of the Low-
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Recovery Act: Opportunities to Improve Management and Strengthen 
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http://www.gao.gov/products/GAO-10-999]. Washington, D.C.: September 
20, 2010. 

Recovery Act: Opportunities to Improve Management and Strengthen 
Accountability over States' and Localities' Uses of Funds 
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Washington, D.C.: September 20, 2010. 

Older Americans Act: Preliminary Observations on Services Requested by 
Seniors and Challenges in Providing Assistance. [hyperlink, 
http://www.gao.gov/products/GAO-10-1024T]. Washington, D.C.: September 
7, 2010. 

Tax Administration: Usage and Selected Analyses of the First-Time 
Homebuyer Credit. [hyperlink, 
http://www.gao.gov/products/GAO-10-1025R]. Washington, D.C.: September 
2, 2010. 

Challenges Facing Government and the Contracting Community. 
[hyperlink, http://www.gao.gov/products/GAO-10-1021CG]. Washington, 
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National Institutes of Health: Awarding Process, Awarding Criteria, 
and Characteristics of Extramural Grants Made with Recovery Act 
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Washington, D.C.: August 6, 2010. 

Social Security Administration: Cases of Federal Employees and 
Transportation Drivers and Owners Who Fraudulently and/or Improperly 
Received SSA Benefits. [hyperlink, 
http://www.gao.gov/products/GAO-10-949T]. Washington, D.C.: August 4, 
2010. 

Recovery Act: Further Opportunities Exist to Strengthen Oversight of 
Broadband Stimulus Programs. [hyperlink, 
http://www.gao.gov/products/GAO-10-823]. Washington, D.C.: August 4, 
2010. 

Recovery Act: States Could Provide More Information on Education 
Programs to Enhance the Public's Understanding of Fund Use. 
[hyperlink, http://www.gao.gov/products/GAO-10-807]. Washington, D.C.: 
July 30, 2010: 

Recovery Act: Most DOE Cleanup Projects Appear to Be Meeting Cost and 
Schedule Targets, but Assessing Impact of Spending Remains a 
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Washington, D.C.: July 29, 2010. 

Recovery Act: Contracting Approaches and Oversight Used by Selected 
Federal Agencies and States. [hyperlink, 
http://www.gao.gov/products/GAO-10-809]. Washington, D.C.: July 15, 
2010. 

Department of Energy: Further Actions Are Needed to Improve DOE's 
Ability to Evaluate and Implement the Loan Guarantee Program. 
[hyperlink, http://www.gao.gov/products/GAO-10-627]. Washington, D.C.: 
July 12, 2010. 

GAO Review of LEA Controls over and Uses of Recovery Act Education 
Funds (Avery County Schools). [hyperlink, 
http://www.gao.gov/products/GAO-10-746R]. Washington, D.C.: July 9, 
2010. 

GAO Review of LEA Controls over and Uses of Recovery Act Education 
Funds (Winston-Salem/Forsyth County Schools). [hyperlink, 
http://www.gao.gov/products/GAO-10-747R]. Washington, D.C.: July 9, 
2010. 

Independent Oversight of Recovery Act Funding for Mississippi's 
Weatherization Assistance Program. [hyperlink, 
http://www.gao.gov/products/GAO-10-796R]. Washington, D.C.: June 30, 
2010. 

High Speed Rail: Learning From Service Start-ups, Prospects for 
Increased Industry Investment, and Federal Oversight Plans. 
[hyperlink, http://www.gao.gov/products/GAO-10-625]. Washington, D.C.: 
June 17, 2010. 

Federal Energy Management: GSA's Recovery Act Program Is on Track, but 
Opportunities Exist to Improve Transparency, Performance Criteria, and 
Risk Management. [hyperlink, http://www.gao.gov/products/GAO-10-630]. 
Washington, D.C.: June 16, 2010. 

GAO Proactive Testing of ARRA Tax Credits for COBRA Premium Payments. 
[hyperlink, http://www.gao.gov/products/GAO-10-804R]. Washington, 
D.C.: June 14, 2010. 

Temporary Assistance for Needy Families: Implications of Recent 
Legislative and Economic Changes for State Programs and Work 
Participation Rates. [hyperlink, 
http://www.gao.gov/products/GAO-10-525]. Washington, D.C.: May 28, 
2010. 

Recovery Act: Increasing the Public's Understanding of What Funds Are 
Being Spent on and What Outcomes Are Expected. [hyperlink, 
http://www.gao.gov/products/GAO-10-581]. Washington, D.C.: May 27, 
2010. 

Recovery Act: Clean Water Projects Are Underway, but Procedures May 
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http://www.gao.gov/products/GAO-10-761T]. Washington, D.C.: May 26, 
2010. 

Recovery Act: States' and Localities' Uses of Funds and Actions Needed 
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[hyperlink, http://www.gao.gov/products/GAO-10-604]. Washington, D.C.: 
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Recovery Act: States' and Localities' Uses of Funds and Actions Needed 
to Address Implementation Challenges and Bolster Accountability 
(Appendixes). [hyperlink, http://www.gao.gov/products/GAO-10-605SP]. 
Washington, D.C.: May, 26, 2010. 

Head Start: Undercover Testing Finds Fraud and Abuse at Selected Head 
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Washington, D.C.: May 18, 2010. 

Child Care: Multiple Factors Could Have Contributed to the Recent 
Decline in the Number of Children Whose Families Receive Subsidies. 
[hyperlink, http://www.gao.gov/products/GAO-10-344]. Washington, D.C.: 
May 5, 2010. 

Health Coverage Tax Credit: Participation and Administrative Costs. 
[hyperlink, http://www.gao.gov/products/GAO-10-521R]. Washington, 
D.C.: April 30, 2010. 

2010 Census: Plans for Census Coverage Measurement Are on Track, but 
Additional Steps Will Improve Its Usefulness. [hyperlink, 
http://www.gao.gov/products/GAO-10-324]. Washington, D.C.: April 23, 
2010. 

American Samoa and Commonwealth of the Northern Mariana Islands: 
Wages, Employment, Employer Actions, Earnings, and Worker Views Since 
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http://www.gao.gov/products/GAO-10-333]. Washington, D.C.: April 8, 
2010. 

Energy Star Program: Covert Testing Shows the Energy Star Program 
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http://www.gao.gov/products/GAO-10-470]. Washington, D.C.: March 5, 
2010. 

Recovery Act: California's Use of Funds and Efforts to Ensure 
Accountability. [hyperlink, http://www.gao.gov/products/GAO-10-467T]. 
Washington, D.C.: March 5, 2010. 

Recovery Act: Factors Affecting the Department of Energy's Program 
Implementation. [hyperlink, http://www.gao.gov/products/GAO-10-497T]. 
Washington, D.C.: March 4, 2010. 

Recovery Act: One Year Later, States' and Localities' Uses of Funds 
and Opportunities to Strengthen Accountability. [hyperlink, 
http://www.gao.gov/products/GAO-10-437]. Washington, D.C.: March 3, 
2010. 

State and Local Governments' Fiscal Outlook March 2010 Update. 
[hyperlink, http://www.gao.gov/products/GAO-10-358]. Washington, D.C.: 
March 2, 2010. 

Recovery Act: Officials' Views Vary on Impacts of Davis-Bacon Act 
Prevailing Wage Provision. [hyperlink, 
http://www.gao.gov/products/GAO-10-421]. Washington, D.C.: February 
24, 2010. 

2010 Census: Key Enumeration Activities Are Moving Forward, but 
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http://www.gao.gov/products/GAO-10-430T]. Washington, D.C.: February 
23, 2010. 

Electronic Personal Health Information Exchange: Health Care Entities' 
Reported Disclosure Practices and Effects on Quality of Care. 
[hyperlink, http://www.gao.gov/products/GAO-10-361]. Washington, D.C.: 
February 17, 2010. 

Recovery Act: Project Selection and Starts Are Influenced by Certain 
Federal Requirements and Other Factors. [hyperlink, 
http://www.gao.gov/products/GAO-10-383]. Washington, D.C.: February 
10, 2010. 

Recovery Act: IRS Quickly Implemented Tax Provisions, but Reporting 
and Enforcement Improvements Are Needed. [hyperlink, 
http://www.gao.gov/products/GAO-10-349]. Washington, D.C.: February 
10, 2010. 

Status of the Small Business Administration's Implementation of 
Administrative Provisions in the American Recovery and Reinvestment 
Act of 2009. [hyperlink, http://www.gao.gov/products/GAO-10-298R]. 
Washington, D.C.: January 19, 2010. 

Recovery Act: States' Use of Highway and Transit Funds and Efforts to 
Meet the Act's Requirements. [hyperlink, 
http://www.gao.gov/products/GAO-10-312T]. Washington, D.C.: December 
10, 2009. 

Recovery Act: Status of States' and Localities' Use of Funds and 
Efforts to Ensure Accountability. [hyperlink, 
http://www.gao.gov/products/GAO-10-231]. Washington, D.C.: December 
10, 2009. 

Recovery Act: Status of States' and Localities' Use of Funds and 
Efforts to Ensure Accountability (Appendixes). [hyperlink, 
http://www.gao.gov/products/GAO-10-232SP]. Washington, D.C.: December 
10, 2009. 

Recovery Act: Planned Efforts and Challenges in Evaluating Compliance 
with Maintenance of Effort and Similar Provisions. [hyperlink, 
http://www.gao.gov/products/GAO-10-247]. Washington, D.C.: November 
30, 2009. 

Recovery Act: Contract Oversight Activities of the Recovery 
Accountability and Transparency Board and Observations on Contract 
Spending in Selected States. [hyperlink, 
http://www.gao.gov/products/GAO-10-216R]. Washington, D.C.: November 
30, 2009. 

Recovery Act: Recipient Reported Jobs Data Provide Some Insight into 
Use of Recovery Act Funding, but Data Quality and Reporting Issues 
Need Attention. [hyperlink, http://www.gao.gov/products/GAO-10-223]. 
Washington, D.C.: November 19, 2009. 

Recovery Act: Recipient Reported Jobs Data Provide Some Insight into 
Use of Recovery Act Funding, but Data Quality and Reporting Issues 
Need Attention. [hyperlink, http://www.gao.gov/products/GAO-10-224T]. 
Washington, D.C.: November 19, 2009. 

Recovery Act: Agencies Are Addressing Broadband Program Challenges, 
but Actions Are Needed to Improve Implementation. [hyperlink, 
http://www.gao.gov/products/GAO-10-80]. Washington, D.C.: November 16, 
2009. 

Recovery Act: Preliminary Observations on the Implementation of 
Broadband Programs. [hyperlink, 
http://www.gao.gov/products/GAO-10-192T]. Washington, D.C.: October 
27, 2009. 

First-Time Homebuyer Tax Credit: Taxpayers' Use of the Credit and 
Implementation and Compliance Challenges. [hyperlink, 
http://www.gao.gov/products/GAO-10-166T]. Washington, D.C.: October 
22, 2009. 

Federal Energy Management: Agencies Are Taking Steps to Meet High- 
Performance Federal Building Requirements, but Face Challenges. 
[hyperlink, http://www.gao.gov/products/GAO-10-22]. Washington, D.C.: 
October 30, 2009. 

High Speed Passenger Rail: Developing Viable High Speed Rail Projects 
under the Recovery Act and Beyond. [hyperlink, 
http://www.gao.gov/products/GAO-10-162T]. Washington, D.C.: October 
14, 2009. 

Tax Administration: Opportunities Exist for IRS to Enhance Taxpayer 
Service and Enforcement for the 2010 Filing Season. [hyperlink, 
http://www.gao.gov/products/GAO-09-1026]. Washington, D.C.: September 
23, 2009. 

Recovery Act: Funds Continue to Provide Fiscal Relief to States and 
Localities, While Accountability and Reporting Challenges Need to Be 
Fully Addressed. [hyperlink, http://www.gao.gov/products/GAO-09-1016]. 
Washington, D.C.: September 23, 2009. 

Recovery Act: Funds Continue to Provide Fiscal Relief to States and 
Localities, While Accountability and Reporting Challenges Need to Be 
Fully Addressed (Appendixes). [hyperlink, 
http://www.gao.gov/products/GAO-09-1017SP]. Washington, D.C.: 
September 23, 2009. 

Recovery Act: States' and Localities' Current and Planned Uses of 
Funds While Facing Fiscal Stresses. [hyperlink, 
http://www.gao.gov/products/GAO-09-908T]. Washington, D.C.: September 
10, 2009. 

Recovery Act: States' Use of Highway Infrastructure Funds and 
Compliance with the Act's Requirements. [hyperlink, 
http://www.gao.gov/products/GAO-09-926T]. Washington, D.C.: July 31, 
2009. 

Unemployment Insurance Measures Included in the American Recovery and 
Reinvestment Act of 2009, as of July 2009. [hyperlink, 
http://www.gao.gov/products/GAO-09-942R]. Washington, D.C.: July 27, 
2009. 

Grants Management: Grants.gov Has Systematic Weaknesses That Require 
Attention. [hyperlink, http://www.gao.gov/products/GAO-09-589]. 
Washington, D.C.: July 15, 2009. 

Recovery Act: States' and Localities' Current and Planned Uses of 
Funds While Facing Fiscal Stresses. [hyperlink, 
http://www.gao.gov/products/GAO-09-829]. Washington, D.C.: July 8, 
2009. 

Recovery Act: States' and Localities' Current and Planned Uses of 
Funds While Facing Fiscal Stresses. [hyperlink, 
http://www.gao.gov/products/GAO-09-831T]. Washington, D.C.: July 8, 
2009. 

Recovery Act: States' and Localities' Current and Planned Uses of 
Funds While Facing Fiscal Stresses (Appendixes). [hyperlink, 
http://www.gao.gov/products/GAO-09-830SP]. Washington, D.C.: July 8, 
2009. 

Recovery Act: The Department of Transportation Followed Key Federal 
Requirements in Developing Selection Criteria for Its Supplemental 
Discretionary Grants Program. [hyperlink, 
http://www.gao.gov/products/GAO-09-785R]. Washington, D.C.: June 30, 
2009. 

High Speed Passenger Rail: Effectively Using Recovery Act Funds for 
High Speed Rail Projects. [hyperlink, 
http://www.gao.gov/products/GAO-09-786T]. Washington, D.C.: June 23, 
2009. 

Recovery Act: GAO's Efforts to Work with the Accountability Community 
to Help Ensure Effective and Efficient Oversight. [hyperlink, 
http://www.gao.gov/products/GAO-09-672T]. Washington, D.C.: May 5, 
2009. 

Recovery Act: Consistent Policies Needed to Ensure Equal Consideration 
of Grant Applications. [hyperlink, 
http://www.gao.gov/products/GAO-09-590R]. Washington, D.C.: April 29, 
2009. 

Recovery Act: Initial Results on States' Use of and Accountability for 
Transportation Funds. [hyperlink, 
http://www.gao.gov/products/GAO-09-597T]. Washington, D.C.: April 29, 
2009. 

Social Security Administration: Effective Information Technology 
Management Essential for Data Center Initiative. [hyperlink, 
http://www.gao.gov/products/GAO-09-662T]. Washington, D.C.: April 28, 
2009. 

Recovery Act: As Initial Implementation Unfolds in States and 
Localities, Continued Attention to Accountability Issues Is Essential. 
[hyperlink, http://www.gao.gov/products/GAO-09-580]. Washington, D.C.: 
April 23, 2009. 

Recovery Act: As Initial Implementation Unfolds in States and 
Localities, Continued Attention to Accountability Issues Is Essential. 
[hyperlink, http://www.gao.gov/products/GAO-09-631T]. Washington, 
D.C.: April 23, 2009. 

Small Business Administration's Implementation of Administrative 
Provisions in the American Recovery and Reinvestment Act. [hyperlink, 
http://www.gao.gov/products/GAO-09-507R]. Washington, D.C.: April 16, 
2009. 

American Recovery and Reinvestment Act: GAO's Role in Helping to 
Ensure Accountability and Transparency for Science Funding. 
[hyperlink, http://www.gao.gov/products/GAO-09-515T]. Washington, 
D.C.: March 19, 2009. 

American Recovery and Reinvestment Act: GAO's Role in Helping to 
Ensure Accountability and Transparency. [hyperlink, 
http://www.gao.gov/products/GAO-09-453T]. Washington, D.C.: March 5, 
2009. 

Estimated Adjusted Medicaid Funding Allocations Related to the 
Proposed American Recovery and Reinvestment Act. [hyperlink, 
http://www.gao.gov/products/GAO-09-371R]. Washington, D.C.: February 
5, 2009. 

Estimated Temporary Medicaid Funding Allocations Related to Section 
5001 of the American Recovery and Reinvestment Act. [hyperlink, 
http://www.gao.gov/products/GAO-09-364R]. Washington, D.C.: February 
4, 2009. 

[End of section] 

Footnotes: 

[1] Pub. L. No. 111-5, 123 Stat. 115. 

[2] This amount is current as of November 26, 2010. 

[3] 123 Stat. 178. 

[4] Grantees report data on programs for the Program Information 
Report (PIR) each August, and the data are compiled for use at the 
federal, regional, and local levels. 

[5] § 901(a)(1), 123 Stat. 191. 

[6] § 1512(e), 123 Stat. 288. The reports submitted quarterly by 
recipients are referred to as "recipient reports." 

[7] The federal fiscal year runs from October 1 through September 30 
of the next calendar year. 

[8] § 1512(c), 123 Stat.287-88. 

[9] Although Head Start is intended to serve primarily children whose 
family income is at or below the federal poverty line, its regulations 
permit up to 10 percent of children to be from families that are not 
low-income, and up to 49 percent in American Indian-Alaska Native 
programs that meet certain conditions. 45 C.F.R. § 1305.4(b)(2) and 
(3). 

[10] § 1603, 123 Stat. 302. 

[11] 123 Stat. 178-88. 

[12] This figure reflects the documentation OHS provided to GAO as of 
the close of our review. In comments on the report, HHS indicated that 
OHS obligated additional expansion funds for technical assistance that 
are not reflected in this total. 

[13] We previously reported that OHS awarded grants without an 
accompanying budget to guide oversight of grantees' spending in 77 
instances as of March 16, 2010. We recommended that OHS stop 
allocating all grant funds to the "other" budget category and 
immediately revise all Financial Assistance Awards in which all funds 
were allocated to the "other" category. In appendix III, we discuss 
OHS's response to this recommendation. GAO, Recovery Act: States' and 
Localities' Uses of Funds and Actions Needed to Address Implementation 
Challenges and Bolster Accountability, GAO-10-604 (Washington, D.C.: 
May 26, 2010), 184. 

[14] [hyperlink, http://www.gao.gov/products/GAO-10-604], 163, 171. 

[15] [hyperlink, http://www.gao.gov/products/GAO-10-604], 171-175. 

[16] Unlike expansion grants, typical Head Start and Early Head Start 
grants have generally been awarded for indefinite periods that are 
refunded annually. 

[17] OHS awarded 19 grants to grantees for project periods that cover 
the remainder of the first year, plus the entirety of the second year. 

[18] GAO, Standards for Internal Control in the Federal Government, 
[hyperlink, http://www.gao.gov/products/GAO/AIMD-00-21.3.1] 
(Washington, D.C.: Nov. 1999), 10, 18. 

[19] 42 U.S.C. § 9836a (c)(1)(B). 

[20] 8§ 19, 121 Stat. 1430-35 (to be codified at 42 U.S.C.§ 9843a). 

[21] GAO, Head Start: A More Comprehensive Risk Management Strategy 
and Data Improvements Could Further Strengthen Program Oversight, 
[hyperlink, http://www.gao.gov/products/GAO-08-221] (Washington D.C.: 
Feb. 12, 2008), 25. 

[22] GAO, Head Start: Undercover Testing Finds Fraud and Abuse at 
Selected Head Start Centers, [hyperlink, 
http://www.gao.gov/products/GAO-10-1049] (Washington, D.C.: Sept. 28, 
2010). 

[23] GAO's FraudNet provides a mechanism for reporting potential 
instances of fraud, waste, abuse, or mismanagement of federal funds 
[hyperlink, http://www.gao.gov/fraudnet] 

[24] OHS awarded 867 grants to expand Head Start and Early Head Start 
services. 

[25] While we spoke with 16 grantees, only 14 received Early Head 
Start expansion grants. We discussed program options with 13 of these 
14 grantees. 

[26] Grantees report data for the PIR each August, and the data are 
compiled for use at the federal, regional, and local levels. 

[27] These data come from our analysis of OHS's PIR data. We tested 
the consistency of these variables and found that some grantees' 
responses about credentials were inconsistent. In this analysis, we 
excluded the grantees that failed the tests. Additionally, grantees 
may have used Recovery Act funding to hire classroom teachers without 
a Child Development Associate with the intention of providing them 
with the necessary training to earn the credential. 

[28] [hyperlink, http://www.gao.gov/products/GAO-10-604], 170-171. 

[29] [hyperlink, http://www.gao.gov/products/GAO-10-604], 171-173. 

[30] 45 C.F.R. § 1305.2(b) (2009). Prior GAO work has highlighted this 
inconsistency. We previously reported that OHS's definition of 
enrollment for monthly reporting does not necessarily signify that 
services are being provided. We recommended that OHS collect data on 
the extent to which children and pregnant women actually receive 
services from Head Start and Early Head Start grantees. GAO-10-604, 
180-183. See appendix III for a discussion of open recommendations and 
OHS's response. 

[31] GAO, Head Start: Undercover Testing Finds Fraud and Abuse at 
Selected Head Start Centers, [hyperlink, 
http://www.gao.gov/products/GAO-10-1049] (Washington, D.C.: Sept. 28, 
2010), 10-13. 

[32] Attendance on a particular date is only a proxy for the number of 
children receiving services, since on a given day some children are 
expected to be absent. 

[33] An advisory committee for the Secretary of HHS specifically 
recommended that enrollment and attendance be considered along with 
other factors in determining whether or not OHS should renew an 
individual grant or make the grant available for competition among 
organizations (Secretary's Advisory Committee on Re-designation of 
Head Start Grantees, A System of Designation Renewal of Head Start 
Grantees (December 2008)). Subsequently, OHS proposed regulations on 
September 22, 2010, that would consider attendance and enrollment, 
insofar as these factors are part of triennial reviews, but these 
factors are not identified as "Key Quality Indicators" (Head Start 
Program, 75 Fed. Reg. 57704). 

[34] While almost all Head Start expansion grants were made by the end 
of September 2009, the first Early Head Start grantees did not receive 
awards until November 2009. 

[35] In a focus group conducted in the winter of 2010 with expansion 
grantees, some participants noted the difficulty in completing this 
paperwork, called "1309" approval, in reference to the section of the 
Code of Federal Regulations that covers requirements for constructing 
facilities. 45 C.F.R. 3009.4 (2009). 

[36] 45 U.S.C. § 1309.45 (2009). 

[37] OHS, Obligation and Expenditure of Funds, [hyperlink, 
http://eclkc.ohs.acf.hhs.gov/hslc/Program%20Design%20and%20Management/Fi
scal/Financial%20Management/Budgets/ObligationandEx.htm]. 

[38] 42 U.S.C. § 9836A(C)(1)(b). 

[39] 42 U.S.C. § 9836a(c)(1)(B). 

[40] HHS OIG, Review of Head Start Health and Safety Standards at 
Community Action for Improvement, Inc., Report Number A-04-09-03531 
(March 18, 2010). In fieldwork completed in August 2009, the HHS OIG 
noted health and safety deficiencies at grantee sites, including 
poison ivy and fire ant mounds in playground areas, missing railings 
on playground equipment, and an unlocked closet accessible to children 
containing liquid bleach, a hazardous chemical. 

[41] GAO, Head Start: Undercover Testing Finds Fraud and Abuse at 
Selected Head Start Centers, [hyperlink, 
http://www.gao.gov/products/GAO-10-733T] (Washington, D.C.: May 18, 
2010). 

[42] Under the continuous corrections period, recipients were allowed 
to modify submissions from November 2, 2010, to December 6, 2010. The 
final update of this round of recipient reported data should occur on 
December 8, 2010. 

[43] Under the Recovery Act, recipients are to file reports for any 
quarter in which they receive Recovery Act funds directly from the 
federal government. Reporting requirements apply to nonfederal 
recipients of funding, including entities such as state and local 
governments, educational institutions, nonprofits, and other private 
organizations. These requirements apply to recipients who receive 
funding through the Recovery Act's discretionary appropriations, not 
recipients receiving funds through entitlement programs, such as 
Medicaid, or tax provisions. Certain other exceptions apply, such as 
for individuals. Recovery Act, div. A, § 1512, 123 Stat. at 287-288. 

[44] See OMB Memoranda M-09-21 and M-10-08. 

[45] See OMB Memorandum M-10-34. This memorandum included updated 
guidance on when a recipient should mark a record as final, as well as 
a statement that changes to prior reports may not be initiated for the 
number of jobs field. Further, the memorandum noted that previous OMB 
memoranda (M-09-21 and M-10-08) require recipients to provide 
narrative descriptions that are sufficiently clear to facilitate 
understanding by the general public. We have previously reported on 
the issue that this guidance addresses. For more information see, for 
example, the following recent reports: GAO, Recovery Act: States Could 
Provide More Information on Education Programs to Enhance the Public's 
Understanding of Fund Use, [hyperlink, 
http://www.gao.gov/products/GAO-10-807] (Washington, D.C.: July 30, 
2010) and Recovery Act: Increasing the Public's Understanding of What 
Funds Are Being Spent on and What Outcomes Are Expected, [hyperlink, 
http://www.gao.gov/products/GAO-10-581] (Washington, D.C.: May 27, 
2010). 

[46] Federalreporting.gov is the nationwide data collection system for 
recipient reporting data requirements, while the data reported by 
recipients are available to the public for viewing and downloading on 
Recovery.gov. 

[47] GAO, Recovery Act: Opportunities to Improve Management and 
Strengthen Accountability over States' and Localities' Uses of Funds 
(Appendixes), [hyperlink, http://www.gao.gov/products/GAO-10-1000SP] 
(Washington, D.C.: Sept. 20, 2010). 

[48] [hyperlink, http://www.gao.gov/products/GAO-10-604], 163. 

[49] GAO, Recovery Act: As Initial Implementation Unfolds in States 
and Localities, Continued Attention to Accountability Issues Is 
Essential, [hyperlink, http://www.gao.gov/products/GAO-09-580] 
(Washington, D.C.: Apr. 23, 2009); Recovery Act: States' and 
Localities' Current and Planned Uses of Funds While Facing Fiscal 
Stresses, [hyperlink, http://www.gao.gov/products/GAO-09-829] 
(Washington, D.C.: July 8, 2009); Recovery Act: Funds Continue to 
Provide Fiscal Relief to States and Localities, While Accountability 
and Reporting Challenges Need to Be Fully Addressed, [hyperlink, 
http://www.gao.gov/products/GAO-09-1016] (Washington, D.C.: Sept. 23, 
2009); Recovery Act: Recipient Reported Jobs Data Provide Some Insight 
into Use of Recovery Act Funding, but Data Quality and Reporting 
Issues Need Attention, [hyperlink, 
http://www.gao.gov/products/GAO-10-223] (Washington, D.C.: Nov. 19, 
2009); Recovery Act: Status of States' and Localities' Use of Funds 
and Efforts to Ensure Accountability, [hyperlink, 
http://www.gao.gov/products/GAO-10-231] (Washington, D.C.: Dec. 10, 
2009); Recovery Act: One Year Later, States' and Localities' Uses of 
Funds and Opportunities to Strengthen Accountability, [hyperlink, 
http://www.gao.gov/products/GAO-10-437] (Washington, D.C. Mar. 3, 
2010); and Recovery Act: States' and Localities' Uses of Funds and 
Actions Needed to Address Implementation Challenges and Bolster 
Accountability, [hyperlink, http://www.gao.gov/products/GAO-10-604] 
(Washington, D.C. May 26, 2010); Recovery Act: Opportunities to 
Improve Management and Strengthen Accountability over States' and 
Localities' Uses of Funds. [hyperlink, 
http://www.gao.gov/products/GAO-10-999] (Washington, D.C.: September 
20, 2010). 

[50] [hyperlink, http://www.gao.gov/products/GAO-10-604], 245-246. 

[51] [hyperlink, http://www.gao.gov/products/GAO-10-604], 246-247. 

[52] [hyperlink, http://www.gao.gov/products/GAO-10-604], 184. 

[53] [hyperlink, http://www.gao.gov/products/GAO-10-604], 184. 

[54] [hyperlink, http://www.gao.gov/products/GAO-10-604], 184. 

[55] [hyperlink, http://www.gao.gov/products/GAO-10-999], 189. 

[56] [hyperlink, http://www.gao.gov/products/GAO-10-604], 244. 

[57] [hyperlink, http://www.gao.gov/products/GAO-09-1016], 78. 

[58] [hyperlink, http://www.gao.gov/products/GAO-09-829], 127. 

[59] [hyperlink, http://www.gao.gov/products/GAO-10-604], 248. 

[60] [hyperlink, http://www.gao.gov/products/GAO-09-829], 127. 

[61] [hyperlink, http://www.gao.gov/products/GAO-10-604], 247. 

[62] [hyperlink, http://www.gao.gov/products/GAO-10-999], 194. 

[63] [hyperlink, http://www.gao.gov/products/GAO-10-604], 247-248. 

[64] [hyperlink, http://www.gao.gov/products/GAO-10-999], 194. 

[65] Congress passed the Single Audit Act, as amended, 31 U.S.C. ch. 
75, to promote, among other things, sound financial management, 
including effective internal controls, with respect to federal awards 
administered by nonfederal entities. The Single Audit Act requires 
states, local governments, and nonprofit organizations expending 
$500,000 or more in federal awards in a year to obtain an audit in 
accordance with the requirements set forth in the act. A Single Audit 
consists of (1) an audit and opinions on the fair presentation of the 
financial statements and the Schedule of Expenditures of Federal 
Awards; (2) gaining an understanding of and testing internal control 
over financial reporting and the entity's compliance with laws, 
regulations, and contract or grant provisions that have a direct and 
material effect on certain federal programs (i.e., the program 
requirements); and (3) an audit and an opinion on compliance with 
applicable program requirements for certain federal programs. 

[66] OMB's second project is similar to its first Single Audit 
Internal Control project which started in October 2009. Sixteen states 
participated in the first project. We assessed the results of the 
project and reported them in GAO, Recovery Act: Opportunities to 
Improve Management and Strengthen Accountability over States' and 
Localities' Uses of Funds [hyperlink, 
http://www.gao.gov/products/GAO-10-999] (Washington, D.C.: September 
20, 2010). 

[67] Each award recipient expending more than $50 million is assigned 
a cognizant agency for audit. Generally, the cognizant agency for 
audit is the federal awarding agency that provides the predominant 
amount of direct funding to a recipient unless OMB assigns this 
responsibility to another agency. Some of the responsibilities of the 
cognizant agency include performing quality control reviews, 
considering auditee requests for extensions, and coordinating a 
management decision for audit findings that affect federal programs of 
more than one agency. For the states participating in the project, HHS 
is the cognizant agency for audit. 

[68] The project's guidelines called for the federal awarding agencies 
to complete (1) performing a risk assessment of the internal control 
deficiency and identify those with the greatest risk to Recovery Act 
funding and (2) identifying corrective actions taken or planned by the 
auditee. OMB guidance requires this information to be included in a 
management decision that the federal agency was to have issued to the 
auditee's management, the auditor, and the cognizant agency for audit. 

[69] The Single Audit Act requires that recipients submit their 
financial reporting packages, including the Single Audit report, to 
the federal government's audit clearinghouse no later than 9 months 
after the end of the period being audited. As a result, an audited 
entity may not receive feedback needed to correct an identified 
internal control deficiency over compliance until the latter part of 
the subsequent fiscal year. 

[70] [hyperlink, http://www.gao.gov/products/GAO-09-829], 131. 

[71] [hyperlink, http://www.gao.gov/products/GAO-10-999], 187-188. 

[72] [hyperlink, http://www.gao.gov/products/GAO-10-604], 241-242. 

[73] [hyperlink, http://www.gao.gov/products/GAO-10-437], 29. 

[74] [hyperlink, http://www.gao.gov/products/GAO-10-999], 194. 

[75] [hyperlink, http://www.gao.gov/products/GAO-09-829], 128. 

[76] [hyperlink, http://www.gao.gov/products/GAO-09-829], 128. 

[77] [hyperlink, http://www.gao.gov/products/GAO-10-604], 251. 

[End of section] 

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