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United States Government Accountability Office: 
GAO: 

Report to the Ranking Member, Committee on the Judiciary, U.S. Senate: 

May 2011: 

Health Care Fraud and Abuse Control Program: 

Improvements Needed in Controls over Reporting Deposits and 
Expenditures: 

GAO-11-446: 

GAO Highlights: 

Highlights of GAO-11-446, a report to the Ranking Member, Committee on 
the Judiciary, U.S. Senate. 

Why GAO Did This Study: 

To help combat fraud and abuse in health care programs, including 
Medicare and Medicaid, Congress enacted the Health Care Fraud and 
Abuse Control (HCFAC) program as part of the Health Insurance 
Portability and Accountability Act of 1996 (HIPAA). HIPAA requires 
that the Departments of Health and Human Services (HHS) and Justice 
(DOJ) issue a joint annual report to Congress on amounts deposited to 
and appropriated from the Federal Hospital Insurance (HI) Trust Fund 
for the HCFAC program. In April 2005, GAO reported on the results of 
its review of HCFAC program activities for fiscal years 2002 and 2003 
and made recommendations to HHS and DOJ. The objectives of this 
requested review were to assess the extent to which HHS and DOJ (1) 
took actions to address the recommendations made in the 2005 report 
and (2) designed effective controls over reporting HCFAC deposits and 
expenditures for fiscal years 2008 and 2009. GAO reviewed HHS and DOJ 
documentation; selected nongeneralizable samples; and interviewed 
agency officials. 

What GAO Found: 

Although HHS and DOJ have taken action to address our previous 
recommendations aimed at improving procedures for recording HCFAC 
expenditures and issuing the annual HCFAC report, GAO found that 
controls are not sufficient to ensure that the report is accurate and 
supported. HHS and DOJ took action to address three of the four 
recommendations in GAO’s 2005 report related to recording staff hours 
in agency workload tracking systems, using the appropriate account 
class to record HCFAC expenditure data, and expediting the review 
process for issuing the annual HCFAC report. Neither agency agreed 
with the remaining recommendation to notify Congress on delays in 
issuing the HCFAC report within 1 month after missing the mandated 
January 1 deadline and thus, did not take action. However, in June 
2010, HHS and DOJ implemented an expedited review process for 
completing the HCFAC report. The fiscal year 2010 HCFAC report was 
issued on January 24, 2011, 23 days later than the mandated reporting 
date. According to DOJ officials responsible for preparing the HCFAC 
report, they intend to use this new expedited review process to meet 
the mandated deadline when preparing future year reports. 

Regarding the design of controls, while HHS and DOJ had designed 
polices and procedures for documentation that generally required the 
retention of documentation for 6 years, these did not provide 
sufficient controls to ensure adequate support of HCFAC deposits and 
expenditures, in accordance with internal control standards. 

* Components at both HHS and DOJ that manage HCFAC activities did not 
include in their respective policies and procedures controls that 
specified the person responsible for maintaining the records, the 
location of records, or a combination of both. 

* GAO found instances at HHS and DOJ where documentation could not be 
provided to support HCFAC expenditures, such as time and attendance 
reports. 

Also, both agencies did not have sufficient monitoring controls such 
as reconciliations, comparisons, and supervisory reviews, as outlined 
in internal control standards, to ensure accurate reporting of HCFAC 
deposits and expenditures. As a result, GAO found instances where data 
recorded in accounting and payroll systems were inconsistent with 
other sources such as the HI trust fund statements and agency workload 
tracking systems. GAO also identified presentation errors in the 2008 
and 2009 annual HCFAC reports. For example, in reviewing the line item 
for restitution and compensatory damages, GAO found that $717 million 
(70 percent) of the $1.03 billion reported in the fiscal year 2009 
HCFAC report was not transferred to the HI trust fund as stated in the 
report. These amounts, primarily related to Medicare Part B and 
Medicaid, were transferred to the Federal Supplementary Medical 
Insurance Trust Fund and the Medicaid appropriation account as 
required. These inaccuracies overstated the amount of funds 
transferred to the HI trust fund. 

What GAO Recommends: 

GAO makes 11 recommendations to HHS and DOJ to revise or develop 
written procedures that include documentation and monitoring controls 
for HCFAC activities and reporting. DOJ agreed with all four of its 
recommendations. Of the seven recommendations to HHS, it generally 
agreed with five, disagreed with one, and did not address the 
remaining recommendation. 

View [hyperlink, http://www.gao.gov/products/GAO-11-446] or key 
components. For more information, contact Kay L. Daly at (202) 512-
9312 or dalykl@gao.gov. 

[End of section] 

Contents: 

Letter: 

Background: 

Agencies Took Action to Address Three of Four GAO Recommendations: 

HHS and DOJ Have Gaps in Documentation and Monitoring Controls over 
Reporting HCFAC Deposits and Expenditures: 

Conclusions: 

Recommendations for Executive Action: 

Agency Comments and Our Evaluation: 

Appendix I: Objectives, Scope, and Methodology: 

Appendix II: Information about the Universe of Transactions and Our 
Sampled Items: 

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

Appendix IV: GAO Contacts and Staff Acknowledgments: 

Tables: 

Table 1: Summary of Selected Deposit Transactions: 

Table 2: Summary of Selected Expenditures Transactions: 

Figures: 

Figure 1: Overview of HCFAC Funding Stream: 

Figure 2: Amounts Appropriated for HCFAC, Fiscal Years 1997 through 
2009: 

Abbreviations: 

AEM: ASPEN Enforcement Manager: 

CMS: Centers for Medicare & Medicaid Services: 

CPI-U: consumer price index for all urban consumers: 

FACS: Financial Accounting and Control System: 

DOJ: Department of Justice: 

HCFAC: Health Care Fraud and Abuse Control program: 

HEAT: Health Care Fraud Prevention and Enforcement Action Team: 

HHS: Department of Health and Human Services: 

HI: Hospital Insurance: 

HIPAA: Health Insurance Portability and Accountability Act: 

IPAC: Intra-governmental Payment and Collection System: 

OIG: Office of Inspector General: 

OMB: Office of Management and Budget: 

SMI: Supplementary Medical Insurance: 

TRHCA: Tax Relief and Health Care Act: 

USAO: United States Attorneys Office: 

[End of section] 

United States Government Accountability Office: 
Washington, DC 20548: 

May 10, 2011: 

The Honorable Charles E. Grassley: 
Ranking Member: 
Committee on the Judiciary: 
United States Senate: 

Dear Senator Grassley: 

We have designated Medicare and Medicaid as high risk programs because 
they are particularly vulnerable to fraud, waste, and abuse and 
improper payments.[Footnote 1] Medicare is considered high risk in 
part because of its complexity and susceptibility to improper 
payments, and Medicaid because of concerns about the adequacy of its 
fiscal oversight to prevent inappropriate spending. In 2010, Medicare 
covered 47 million elderly and disabled beneficiaries and had 
estimated outlays of $509 billion. Medicaid, a federal-state program, 
covered over 69 million low-income people and consists of more than 50 
distinct state-based programs that cost the federal government and 
states an estimated $408 billion in fiscal year 2010. For fiscal year 
2010, the Department of Health and Human Services (HHS) estimated 
improper payments for the Medicare and Medicaid programs at about 
$70.4 billion,[Footnote 2] comprising 56 percent of the estimated 
$125.4 billion in governmentwide improper payments, as reported by 
federal agencies.[Footnote 3] 

To help combat fraud and abuse in health care programs such as 
Medicare and Medicaid, Congress enacted the Health Care Fraud and 
Abuse Control (HCFAC) program as part of the Health Insurance 
Portability and Accountability Act of 1996 (HIPAA).[Footnote 4] HHS 
and the Department of Justice (DOJ) jointly administer the HCFAC 
program. HIPAA requires that HHS and DOJ issue a joint annual report 
to Congress no later than January 1 of each year on (1) amounts 
deposited to the Federal Hospital Insurance Trust Fund (HI trust fund) 
pursuant to HIPAA (HCFAC deposits) for the previous fiscal year and 
the source of such amounts and (2) amounts appropriated from the HI 
trust fund for HCFAC activities each year and the justification for 
the expenditure of such amounts.[Footnote 5] 

In April 2005, we reported on the results of our review of HCFAC- 
related activities for fiscal years 2002 and 2003.[Footnote 6] In that 
report, we made recommendations to HHS and DOJ to improve procedures 
for recording HCFAC expenditures and issuing the annual HCFAC report. 
You requested that we provide an update on the status of the 
recommendations in our April 2005 report and review controls over the 
reporting process for amounts included in the fiscal years 2008 and 
2009 HCFAC reports.[Footnote 7] As agreed with your office, the 
objectives of our review were to assess the extent to which HHS and 
DOJ (1) took actions to address the recommendations we made in 2005 
and (2) designed effective controls over reporting HCFAC deposits and 
expenditures for fiscal years 2008 and 2009. 

To address the first objective, we reviewed supporting documentation 
provided by HHS and DOJ such as policies and procedures and 
interviewed officials at HHS and DOJ, including the HHS Acting Deputy 
Inspector General and the Assistant Director of the Executive Office 
for United States Attorneys, to obtain further information on actions 
taken. To address the second objective, we obtained and reviewed 
relevant HHS and DOJ policies and procedures for reporting deposits 
and expenditures within each agency and used criteria outlined in our 
Standards for Internal Control in the Federal Government to assess the 
effectiveness of the controls documented in these policies and 
procedures.[Footnote 8] To further our understanding of these 
controls, we selected a nongeneralizable stratified random sample for 
deposits of 47 transactions for fiscal year 2008 and 55 transactions 
for fiscal year 2009. We also selected a nongeneralizable random 
sample for expenditures of 63 transactions for fiscal year 2008 and 62 
transactions for fiscal year 2009. Expenditure samples were selected 
for each of the agency components that were allocated HCFAC 
appropriation funds as reported in the annual HCFAC reports for fiscal 
years 2008 and 2009. The sample selections were designed to provide 
additional details about the processing of those transactions and were 
not intended to be representative of the universe of HCFAC 
transactions. For the selected transactions, we reviewed supporting 
documentation such as check registers, time and attendance reports, 
and contracts to determine whether dollar amounts for these 
transactions were accurately reported and the use of funds were 
consistent with HIPAA. We also performed additional procedures for HHS 
Office of Inspector General (OIG) payroll transactions to determine if 
HCFAC projects were properly classified and workload tracking systems 
included hours for all staff. In addition, we conducted interviews 
with HHS and DOJ officials including budget analysts and financial 
specialists to obtain an understanding and clarification of the 
processes in place to report HCFAC deposits and expenditures. See 
appendix I for additional details on our objectives, scope, and 
methodology. 

We conducted our work from February 2010 through May 2011 in 
accordance with U.S. 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: 

HIPAA authorized the HCFAC program to consolidate and strengthen 
ongoing efforts to combat fraud and abuse in health care programs and 
increase resources for fighting health care fraud. The Secretary of 
HHS, through the HHS OIG, and the Attorney General, administer the 
HCFAC program. The HCFAC program goals are to: 

* coordinate federal, state, and local law enforcement efforts to 
control fraud and abuse associated with health plans; 

* conduct investigations, audits, and other studies of delivery and 
payment for health care for the United States; 

* facilitate the enforcement of the civil, criminal, and 
administrative statutes applicable to health care; 

* provide guidance to the health care industry, including the issuance 
of advisory opinions, safe harbor notices, and special fraud alerts; 
and: 

* establish a national database of adverse actions against health care 
providers. 

Figure 1 below provides an overview of the HCFAC funding stream, 
including the related deposits, the allocation of appropriated funds 
to carry out federal health care law enforcement activities, and the 
reporting mandate. 

Figure 1: Overview of HCFAC Funding Stream: 

[Refer to PDF for image: illustration] 

HI Trust Fund: 
HCFAC related deposits: 
* Criminal fines; 
* Civil monetary penalties; 
* Forfeitures of property; 
* Penalties and multiple damages; 
* Gifts and bequests. 

Appropriations[A]: 

HCFAC account: 

HHS Centers for Medicare & Medicaid Services[B]: 
Interagency agreement with HHS and DOJ: 
Receive bills from agency; reimburse agency. 

HHS: 
Office of Inspector General; 
Administration on Aging; 
Office of the General Counsel. 

DOJ: 
United States Attorneys Offices; 
Criminal Division; 
Civil Division; 
Civil Rights Division. 

Joint annual reporting mandate[C]: responsibility of HHS and DOJ. 

Source: GAO analysis of HIPAA legislation and HHS and DOJ data. 

[A] The annual appropriated amount is allocated between the various 
HHS and DOJ components based on statutory amounts and internal 
negotiations. An allocation is made when one or more agencies share 
the administration of the program for which appropriations are made to 
only one of the agencies or to the President. The agency receiving the 
allocation may obligate up to the amount included in the account. 

[B] HHS's Centers for Medicare & Medicaid Services (CMS), Division of 
Accounting Operations, performs the accounting for the HCFAC account. 

[C] HIPAA requires that HHS and DOJ issue a joint annual report to 
Congress no later than January 1 of each year that identifies the 
amounts appropriated to and from the HI trust fund during the prior 
fiscal year. 

[End of figure] 

The types of collections deposited to the HI trust fund and 
appropriations from this fund, including related expenditures are 
discussed below. 

Deposits to the HI Trust Fund: 

Criminal fines. DOJ prosecutes entities or persons that are involved 
in commission of a federal health care offense, such as mail fraud 
related to a health care program.[Footnote 9] Courts assess criminal 
fines upon which the criminal debtor is ordered to submit payment(s) 
to the United States District Court where the case was prosecuted. 
Each District Court coordinates with DOJ's local United States 
Attorneys Office (USAO)[Footnote 10] to communicate collections 
received.[Footnote 11] The Executive Office for United States 
Attorneys report collection data on a quarterly basis to the Bureau of 
the Public Debt for deposit into the HI trust fund.[Footnote 12] 

Civil monetary penalties. The Social Security Act authorizes the 
Secretary of HHS to impose civil monetary penalties for improper 
claims and other violations by health care providers, facilities, and 
other parties.[Footnote 13] Centers for Medicare & Medicaid Services 
(CMS) regional offices impose some civil monetary penalties. CMS's 
Office of Financial Management collects the civil monetary penalties 
imposed on behalf of the Secretary of HHS and allocates payments 
received based on information the regional offices record in their 
data collection system. The Office of Financial Management reports 
collections for civil monetary penalties on a daily basis to the 
Bureau of the Public Debt for deposit into the HI trust fund. 

Forfeitures of property. DOJ prosecutions of entities or persons that 
are involved in a federal health care offense can result in the 
forfeiture of property.[Footnote 14] HHS and DOJ reported no property 
forfeitures creditable to the HI trust fund under HIPAA in the HCFAC 
reports for fiscal years 2008 and 2009.[Footnote 15] 

Penalties and multiple damages. Courts can impose penalties and 
multiple damages as a result of HHS and DOJ civil suits against those 
who have knowingly made false health care claims against the 
government, such as submitting claims for medical services that were 
not provided.[Footnote 16] Of all civil debt collections received, DOJ 
is entitled to keep 3 percent in its Working Capital Fund for expenses 
incurred in processing and tracking civil and criminal debt collection 
litigations.[Footnote 17] Both CMS and DOJ report collections for 
penalties and multiple damages on a continuous basis to the Bureau of 
the Public Debt for deposit into the HI trust fund. 

Gifts and bequests. CMS occasionally receives gifts and bequests and 
equally splits the amount received between its Medicare Part A and 
Medicare Part B programs.[Footnote 18] Gifts and bequests are 
donations received from individuals or entities, usually in the form 
of checks. Upon receipt of a donation, CMS records the amount in its 
accounting system and reports it to the Bureau of the Public Debt for 
deposit into the HI trust fund. 

In addition to the types of deposits authorized by HIPAA and discussed 
above, HHS and DOJ report other types of collections in connection 
with health care fraud activities such as HHS OIG audit disallowances 
and court-awarded restitution and compensatory damages.[Footnote 19] 
These types of collections represent amounts recovered by HHS and DOJ 
as a result of health care enforcement activities. These amounts are 
returned to the HI trust fund to the extent that they represent 
repayments to Medicare.[Footnote 20] 

Appropriations from the HI Trust Fund and Related Expenditures: 

Funds for the HCFAC program are appropriated from the HI trust fund to 
an expenditure account, referred to as the Health Care Fraud and Abuse 
Control Account (HCFAC account) maintained within the HI trust fund. 
Annually, the HHS Secretary and the Attorney General jointly certify 
amounts appropriated from the HI trust fund to the HCFAC account as 
necessary to finance health care fraud and abuse control activities 
based on statutory limits. HIPAA, as amended, prescribes the maximum 
amount that may be certified in a given fiscal year.[Footnote 21] Any 
unexpended amounts are carried forward to the next fiscal year. Once 
HCFAC funds have been certified, CMS's Division of Accounting 
Operations performs the accounting for appropriations transferred to 
the HCFAC account. CMS makes funds available by creating allotments in 
its accounting system to fund related HCFAC expenditures.[Footnote 22] 
CMS provides funds to other HHS components and DOJ through intra-and 
interagency agreements, as shown in figure 1. This process requires 
HHS and DOJ to bill CMS through the Intra-governmental Payment and 
Collection (IPAC) System to obtain payment from their allocation of 
HCFAC funds.[Footnote 23] In addition to CMS's central accounting for 
HFCAC funds, both HHS and DOJ components have processes to separately 
manage their allotted HCFAC amounts. In general, these processes 
include authorizing HCFAC-related expenditures, recording applicable 
payroll and nonpayroll expenditures incurred to a designated HCFAC 
code, and reporting any unexpended amounts to be carried forward to 
the next fiscal year. 

For fiscal year 2009, the Secretary of HHS and the Attorney General 
certified $266.4 million in mandatory funding to be appropriated from 
the HI trust fund to the HCFAC account.[Footnote 24] Additionally, 
Congress appropriated $198 million in discretionary funding to that 
account in response to HHS's fiscal year 2009 budget request, to fund 
HCFAC program integrity activities. As such, the total appropriated 
amount to the HCFAC account for fiscal year 2009 was $464.4 million 
for that year.[Footnote 25] Figure 2 provides a historical trend of 
the amounts appropriated to the HCFAC account over the past 13 fiscal 
years. 

Figure 2: Amounts Appropriated for HCFAC, Fiscal Years 1997 through 
2009: 

[Refer to PDF for image: vertical bar graph] 

Fiscal year: 1997; 
Mandatory funding: $104 million. 

Fiscal year: 1998; 
Mandatory funding: $119.6 million. 

Fiscal year: 1999; 
Mandatory funding: $137.5 million. 

Fiscal year: 2000; 
Mandatory funding: $158.2 million. 

Fiscal year: 2001; 
Mandatory funding: $181.9 million. 

Fiscal year: 2002; 
Mandatory funding: $209.2 million. 

Fiscal year: 2003; 
Mandatory funding: $240.6 million. 

Fiscal year: 2004; 
Mandatory funding: $240.6 million. 

Fiscal year: 2005; 
Mandatory funding: $240.6 million. 

Fiscal year: 2006; 
Mandatory funding: $240.6 million. 

Fiscal year: 2007; 
Mandatory funding: $249.5 million. 

Fiscal year: 2008; 
Mandatory funding: $255.2 million. 

Fiscal year: 2009[A]; 
Mandatory funding: $266.4 million; 
Discretionary funding: $198 million; 
Total funding: $464.4 million. 

Source: The annual joint HHS and DOJ HCFAC reports for fiscal years 
1997 through 2009. 

[A] Fiscal year 2009 was the first year that Congress appropriated 
discretionary funding to the HCFAC account to support health care 
fraud and abuse activities. The Omnibus Appropriations Act of 2009 
(Pub. L. No. 111-8) appropriated $198 million out of the HI and 
Federal Supplementary Medical Insurance (SMI) trust funds to HCFAC. 

[End of figure] 

Funds were first appropriated to HCFAC in fiscal year 1997. HIPAA 
limited the amounts appropriated for fiscal years 1998 through 2003 to 
an amount equal to the limit for the preceding fiscal year plus an 
additional 15 percent. For fiscal years 2004 through 2006, the amount 
made available was capped at the 2003 limit. The Tax Relief and Health 
Care Act (TRHCA) also allowed for yearly increases to the HCFAC 
account based on the change in the consumer price index for all urban 
consumers (CPI-U) over the previous fiscal year for fiscal years 2007 
through 2010. In fiscal year 2006, TRHCA amended HIPAA so that funds 
allotted from the HCFAC account are available until expended.[Footnote 
26] Beyond 2010, the Patient Protection and Affordable Care Act, 
[Footnote 27] as amended by the Health Care and Education 
Reconciliation Act of 2010,[Footnote 28] raised the limit on funds 
that may be certified for the HCFAC account by the Secretary of HHS 
and the Attorney General by an additional $350 million over the next 
10 years, beginning in fiscal year 2011. 

The annual allocation of appropriation amounts to the HHS and DOJ 
components are intended to support a variety of anti-fraud and anti- 
abuse activities. For example, in May 2009, HHS and DOJ established a 
task force--the Health Care Fraud Prevention and Enforcement Action 
Team (HEAT)--comprised of top level law enforcement and professional 
staff from both agencies to prevent health care fraud and enforce 
current anti-fraud laws around the country. Other examples include HHS 
OIG investigations, audits, and evaluations that identify 
vulnerabilities for questionable or fraudulent financial practices 
related to Medicaid outpatient prescription drug expenditures and 
Medicare contractor costs. Similarly, DOJ's USAOs use HCFAC funding to 
support civil and criminal health care fraud and abuse litigation. 
HCFAC funds are also used to train attorneys, investigators, and 
auditors in the investigation and prosecution of health care fraud and 
abuse; prosecute health care matters through criminal, civil, and 
administrative proceedings; and conduct investigations, financial, and 
performance audits of health care programs, inspections, and other 
evaluations. 

Agencies Took Action to Address Three of Four GAO Recommendations: 

In our April 2005 report,[Footnote 29] we identified weaknesses 
related to not properly capturing certain expenditure data in agency 
information systems, non-adherence to accounting policy for select 
HCFAC expenditures, and lengthy HCFAC report review processes. We made 
recommendations to HHS and DOJ to improve procedures for recording 
HCFAC expenditures and issuing the annual HCFAC report.[Footnote 30] 
Based on our analysis of documentation, HHS and DOJ took actions that 
addressed three of the four recommendations. Both agencies disagreed 
with our recommendation to notify Congress on delays in issuing the 
HCFAC report by the mandated deadline and thus, did not take action. 
Each of the recommendations and applicable actions taken are described 
further below. 

Record staff hours in workload tracking systems. In our 2005 report, 
we found that two HHS OIG components--Office of Evaluations and 
Inspections and Office of Investigations--had not recorded all staff 
hours in their workload tracking systems, which are used to monitor 
actual hours spent on HCFAC activities. HHS OIG uses the workload 
tracking systems to monitor HCFAC payroll expenditures, and incomplete 
information could hinder those efforts. We recommended that the HHS 
Inspector General require all HHS OIG components to develop procedures 
for ensuring that all key staff hours spent on HCFAC activities are 
recorded in the HHS OIG workload tracking systems. In April 2006, the 
HHS OIG's Office of Evaluation and Inspections updated its procedures 
for entering information into its workload tracking system, including 
guidance related to the completion of timesheets. The procedures 
instruct employees to record time to specific inspection codes and 
instruct managers to review staff time recorded in the system. In 
addition, HHS OIG's Office of Investigations updated its procedures in 
October 2009, which require all Office of Investigations personnel to 
record time and attendance in its workload tracking system. We 
determined that HHS OIG components' actions substantially addressed 
the recommendation. 

Record expenditure data under the correct account class. In our 2005 
report, we noted that only one of the four DOJ components receiving 
HCFAC funds properly recorded expenditures as required by DOJ policies 
and procedures. We recommended that the Attorney General develop 
monitoring procedures to ensure that DOJ components record key HCFAC 
program expenditure data under the appropriate HCFAC account class in 
DOJ's accounting system. In April 2005, DOJ updated its policies and 
procedures that require individual components to monitor obligations 
recorded in the accounting system on a quarterly basis. Further, in 
fiscal year 2009 the Executive Office for the United States Attorneys 
provided procedures to the USAOs, which receive the largest portion of 
the HCFAC allocation, on how to charge HCFAC expenditures using the 
proper program code. According to DOJ officials, component officials 
review system reports on a regular basis to verify that HCFAC 
obligations and expenditures are correctly reflected in the accounting 
system. We determined that DOJ's actions were sufficient to close the 
recommendation. 

Develop a more expedited review process. In our 2005 report, we noted 
that a lengthy review process within HHS and DOJ resulted in failure 
to meet the mandated annual January 1 deadline for reporting HCFAC 
activities. For example, the fiscal year 2003 HCFAC report, the most 
recent report at the time of that review, was issued 1 year after the 
mandated reporting date. We recommended that the Secretary of HHS and 
the Attorney General develop a more expedited review process for the 
joint annual HCFAC reports. In June 2010, DOJ issued a Report 
Completion Guide, an expedited review process that provides 
instructions and time frames for submitting information to complete 
the annual HCFAC report. The guide introduced a new process whereby 
DOJ and HHS components utilized a shared website to distribute 
documents for edit and review. The guide also established time frames 
for issuing the fiscal year 2010 HCFAC report by January 1, 2011. 
Using these new time frames, HHS and DOJ jointly issued the fiscal 
year 2010 HCFAC report on January 24, 2011, only 23 days later than 
the mandated reporting date. According to DOJ officials responsible 
for preparing the HCFAC report, they intend to use these time frames 
to meet the mandated deadline when preparing future year reports. We 
determined that HHS and DOJ's efforts meet the intent of our 
recommendation. However, as discussed later in this report, although 
timeliness is important, ensuring that the report is accurate and 
reliable remains a concern. 

Notify Congress of delays in report issuance. In our 2005 report, we 
noted that repeated delays in issuing the joint annual HCFAC report 
impact the relevance of the data being reported. We recommended that 
the Secretary of HHS and the Attorney General notify congressional 
oversight committees of delays in issuing the annual report within 1 
month of missing the January 1 deadline. HHS and DOJ did not concur 
with this recommendation. However, as we stated above, both HHS and 
DOJ developed and implemented a new timeline of dates to edit and 
review the annual HCFAC report, which resulted in issuing the fiscal 
year 2010 annual HCFAC report within one month of the mandate. 
Continuing to take steps to meet these internal deadlines will be 
necessary to issue the HCFAC report by the mandated deadline to 
provide timely, relevant information to Congress. 

HHS and DOJ Have Gaps in Documentation and Monitoring Controls over 
Reporting HCFAC Deposits and Expenditures: 

Our review of HHS and DOJ policies and procedures showed that both 
agencies had not designed sufficient controls to help ensure that 
HCFAC deposits and expenditures were accurately reported. GAO's 
Standards for Internal Control in the Federal Government provides that 
management should establish control mechanisms and activities, and 
monitor and evaluate these controls. Specifically, during our review 
we found that HHS and DOJ did not have sufficient controls in their 
policies and procedures with respect to (1) maintaining and retaining 
supporting documentation for HCFAC deposits and expenditures and (2) 
monitoring HCFAC deposits and expenditures to help ensure accurate 
reporting. From our review of the underlying documentation to support 
HCFAC activities and nongeneralizable samples of deposits and 
expenditures, we identified instances in which these design 
deficiencies resulted in HHS's and DOJ's inability to support reported 
amounts for HCFAC expenditures. We also found errors in reported HCFAC 
amounts.[Footnote 31] 

Documentation Controls Insufficient to Fully Support HCFAC Deposits 
and Expenditures: 

While HHS and DOJ designed controls that were incorporated into its 
policies and procedures generally requiring the retention of 
documentation for 6 years, the policies and procedures for CMS, 
Administration on Aging, and DOJ did not provide sufficient details 
with respect to where these documents were to be filed, who should be 
responsible for maintaining them, or a combination of both, which 
would help ensure accountability and adequate support of HCFAC 
deposits and expenditures. Our review found that while the HHS OIG and 
the Office of the General Counsel policies and procedures for 
documentation contained sufficient controls as to the type of 
documentation to be retained, the retention period, the location of 
records, and the person responsible for maintaining the records, CMS 
and Administration on Aging policies and procedures were lacking some 
of these controls.[Footnote 32] Specifically, CMS policies and 
procedures for documentation of HCFAC deposits and expenditures, did 
not identify the person responsible for maintaining supporting 
documents. We found the same weakness with Administration on Aging 
policies and procedures for documentation of HCFAC expenditures. 
Further, Administration on Aging policies and procedures did not 
specify where those documents should be filed. Officials from the 
Administration on Aging told us that they are in the process of 
revising their policies and procedures to address these issues. In its 
comments, Administration on Aging indicated that it expects to 
incorporate these changes by summer 2011. 

We also reviewed DOJ's controls for retention of documents related to 
HCFAC deposits and expenditures.[Footnote 33] DOJ's procedures for 
deposits identified controls related to the type of documentation to 
be retained, the retention period, and the location of records, but 
they did not specify the person responsible for maintaining supporting 
documents. Although DOJ's departmentwide expenditure procedures 
identified controls related to the type of documentation and the 
retention period, and indicated that documents should be maintained in 
the obligation file, the procedures did not specify the location of 
the obligation file and the person responsible for maintaining the 
records within each office. 

During our review, we found instances at HHS and DOJ where 
documentation was not available to support expenditures. For example, 
we found that HHS's Administration on Aging did not maintain, and 
therefore could not provide, underlying documentation to support how 
the estimated payroll percentages for fiscal years 2008 and 2009 were 
derived, which are used to charge payroll expenditures against the 
HCFAC account on a biweekly basis. In fiscal year 2008, for example, 
the Administration on Aging charged approximately 29 percent of its 
total HCFAC allocation, or $879,607, to payroll expenses, an amount 
that could not be fully supported due to the lack of documentation. 
Therefore, we were unable to verify the justification of such 
expenditures. In addition, during our review, we found that DOJ could 
not provide sufficient documentation to support 12 nongeneralizable 
payroll sample items selected for fiscal years 2008 and 2009, such as 
time and attendance reports, workload tracking system reports, and 
records of actual payroll disbursements. 

Further, DOJ could not provide documentation to support unexpended 
amounts carried forward from fiscal year 2008 to fiscal year 2009, 
totaling $522,278. At the end of each fiscal year, DOJ communicates to 
HHS the amount of unused funds so that HHS can carry them forward to 
the following fiscal year via an interagency agreement. To report this 
amount, DOJ's Justice Management Division compiles obligation data 
provided by the different DOJ components. However, DOJ's Justice 
Management Division could not locate the documents that supported the 
amount of funds carried forward in the fiscal year 2009 interagency 
agreement. 

GAO's Standards for Internal Control in the Federal Government 
provides that internal control be designed to ensure that all 
transactions and other significant events be clearly documented and 
the documentation be readily available for examination.[Footnote 34] 
The standards also provide that records should be properly managed and 
maintained and documentation should appear in management directives, 
administrative policies, or operating manuals. Insufficient controls 
over documentation increase the risk of not having sufficient support 
to ensure reported HCFAC amounts are accurate and funds are spent as 
intended. 

Monitoring Controls Insufficient to Help Ensure Accurate Reporting of 
HCFAC Deposits and Expenditures: 

HHS's and DOJ's procedures did not incorporate sufficient monitoring 
controls to help ensure HCFAC deposits and expenditures were 
accurately reported. 

Monitoring of deposits. HHS and DOJ had not designed controls to 
require the reconciliation of HCFAC deposits recorded in their 
departmentwide accounting systems to data collection systems or to the 
HI trust fund statements.[Footnote 35] Specifically, CMS did not have 
written procedures that required the reconciliation of civil monetary 
penalty amounts in the CMS regional offices' data collection system to 
CMS's accounting system.[Footnote 36] We found two instances from our 
fiscal year 2009 nongeneralizable sample of deposits where CMS 
regional offices had made adjustments that were recorded in their data 
collection system, but not communicated to the Office of Financial 
Management for recording in CMS's accounting system, which is used as 
a source to compile the data for the HCFAC report. These two instances 
resulted in a $15,066 overstatement error in CMS's accounting system, 
which CMS officials corrected after we brought the errors to their 
attention. Although CMS officials stated that they reconcile the data 
maintained in both systems on a monthly basis, they were not able to 
provide us an example of these reconciliation reports. In February 
2011, CMS officials told us that they were in the process of 
developing procedures for the Office of Financial Management to 
require these reconciliations. 

In addition, DOJ's Justice Management Division[Footnote 37] did not 
have written procedures that included controls to reconcile deposits 
of the 3 percent portion of penalties and multiple damages reported in 
the HI trust fund statements to the agency's accounting system 
records.[Footnote 38] For example, for fiscal year 2009 we identified 
an overstatement in the amount of $596,266 in the HI trust fund 
statements when comparing to DOJ's records. When we inquired about the 
difference, DOJ officials from the Justice Management Division 
confirmed that an overstatement had occurred because of adjusting 
entries that had been communicated to the Bureau of the Public Debt 
but not captured in the HI trust fund statements. In February 2011, 
DOJ officials told us that to avoid this from happening in the future, 
they were in the process of developing procedures that would include 
monitoring controls for reconciling on a quarterly basis penalties and 
multiple damages between DOJ records and the statements issued by the 
Bureau of the Public Debt to ensure reported amounts are accurate and 
consistent between both agencies. 

Monitoring of expenditures. Similarly, certain HHS components and DOJ 
did not have written procedures that incorporated controls for 
reconciling or comparing HCFAC staff hours to verify the accuracy of 
payroll expenditures charged against the HCFAC account. Specifically, 
HHS's Administration on Aging did not have controls for monitoring 
HCFAC actual payroll hours. HHS's Administration on Aging charges 
payroll expenditures based on estimates made prior to or after the 
beginning of the year. Because the Administration on Aging does not 
record hours at the HCFAC activity level, it cannot verify that the 
payroll expenditures charged against the HCFAC account throughout the 
year are reasonably accurate. According to officials at the 
Administration on Aging, they believe that tracking hours at the HCFAC 
activity level would not be cost effective nor provide better results 
to justify the costs. However, because the estimated percentage of 
time charged against the HCFAC account may not represent the actual 
time spent on HCFAC activities for a given pay period, it is critical 
that some type of monitoring procedures or verification procedures are 
designed to help ensure that the payroll expenditures charged to the 
HCFAC account are reasonable and supported. DOJ's Civil Rights 
Division also charges HCFAC payroll expenditures based on estimates. 
Although Civil Rights Division officials indicated that they track and 
record actual hours and make adjustments to payroll expenditures if 
differences are noted, these controls were not documented in DOJ's 
policies and procedures. 

In addition, HHS OIG and the Office of the General Counsel for HHS, as 
well as DOJ USAO and Civil Division, did not have written procedures 
that included controls for reconciling or comparing HCFAC hours 
recorded in workload tracking systems to departmentwide payroll or 
accounting systems. We found instances where staff hours captured in 
workload tracking systems did not agree with staff hours recorded in 
departmentwide payroll or accounting systems. For example, we found 
that the workload tracking system used by the Office of Counsel to the 
Inspector General included approximately 10 percent fewer hours for 
fiscal year 2008 and 7 percent fewer hours in fiscal year 2009 when 
compared to HHS's payroll system reports. Similarly, we found two 
instances from our fiscal year 2008 nongeneralizable sample of 
expenditures where USAO's workload tracking system included fewer 
hours than the HCFAC hours recorded and billed in DOJ's accounting 
system, which collectively accounted for a 40 percent difference 
between the two systems. Failure to complete these reconciliations or 
comparisons could lead to unsubstantiated payroll expenditures that 
should not be charged to the HCFAC account.[Footnote 39] 

HHS OIG and DOJ officials told us that they were aware of the 
differences. HHS OIG officials indicated that while they did not have 
procedures that specifically addressed the reconciliation of data 
captured in their workload tracking systems, they believed they had 
other compensating controls, such as periodic inspections of 
timesheets, to mitigate the risk of inconsistent data between systems. 
They also noted that they were considering taking actions to revise 
their policies and procedures to add new monitoring controls to 
address the need to reconcile data between the systems. Further, DOJ 
officials indicated that because they spend significantly more 
resources on HCFAC activities than the sum that is allocated to DOJ 
from the HCFAC account, it is not cost beneficial to require personnel 
to record their time consistently in both systems. Also, according to 
DOJ officials, although not formally documented, each component has 
processes to monitor HCFAC expenditures to ensure they do not over-
bill the HCFAC account. For example, the officials stated that the 
Criminal Division performs quarterly reviews of percentages used to 
charge payroll expenditures against the HCFAC account. Not having 
policies and procedures to ensure that sufficient controls over HCFAC 
expenditures are in place could result in misstatements and ultimately 
hinder HHS and DOJ managers in preparing meaningful budgets to support 
future HCFAC funding requests. 

Monitoring of annual report compilation. Also, we found that although 
DOJ issued the Report Completion Guide in June 2010 that specified 
time frames for both HHS and DOJ for submitting information to 
complete the annual HCFAC report, the guide did not require that 
monitoring control activities, such as comparisons and supervisory 
reviews, be performed to help ensure that reported amounts were 
accurately presented. During our review of the HCFAC reports, we found 
presentation errors of $245.7 million and $717.5 million for fiscal 
years 2008 and 2009, respectively, of the total amounts reported as 
transferred to the HI trust fund. For example, for fiscal year 2009 we 
found that $716.8 million of the $1.0 billion reported in the 
restitution and compensatory damages line item was not transferred to 
the HI trust fund as stated in the report. Of the $716.8 million, 
$441.0 million related to Medicaid, $245.4 million related to Medicare 
Part B, and $30.4 million represented a double-counting error. The 
$30.4 million double-counting error related to civil monetary 
penalties and CMS's portion of penalties and multiple damages, which 
were already reported under separate line items. HHS and DOJ disclosed 
the double-counting error and the Medicaid presentation error in the 
fiscal year 2010 annual HCFAC report issued on January 24, 2011. 
Recoveries for Medicare Part B and Medicaid are not transferred to the 
HI trust fund, but instead are to be transferred to the Federal 
Supplementary Medical Insurance (SMI) Trust Fund and the Medicaid 
appropriation account within CMS, respectively. We found a similar 
issue in the fiscal year 2008 HCFAC report, where the total amount 
reported as transferred to the HI trust fund included Medicare Part B 
recoveries totaling $245.7 million. These inaccuracies overstated the 
amount of funds transferred to the HI trust fund. 

In addition, CMS officials told us that the amounts reported in the 
HHS OIG audit disallowances line item, totaling about $662.5 million 
and $360.2 million for fiscal years 2008 and 2009, respectively, 
included both Medicare and Medicaid recoveries. As stated above, 
Medicaid recoveries are to be transferred to the Medicaid 
appropriation account within CMS rather than the HI trust fund. 
However, these officials stated that the dollar amount associated with 
each type of recovery could not be determined because the current 
system does not readily distinguish between Medicare and Medicaid 
recoveries for amounts previously reported in the HCFAC report. Full 
disclosures had not been made in the report to inform readers that 
reported amounts included Medicare Part B and Medicaid, which are not 
transferred to the HI trust fund. In the fiscal years 2008 and 2009 
HCFAC reports, HHS and DOJ incorrectly indicated in footnotes that 
reported amounts did not include Medicaid funds. CMS officials 
indicated they will separately report Medicare and Medicaid recoveries 
related to HHS OIG audit disallowances in future HCFAC reports. 
According to CMS officials, they plan to accomplish this by manually 
tracking Medicare and Medicaid recoveries. In addition, DOJ officials 
told us that they are in the process of developing written guidance on 
the preparation of the annual HCFAC report and anticipate issuance by 
June 2011. 

GAO's Standards for Internal Control in the Federal Government 
provides that internal control should generally be designed to assure 
that ongoing monitoring occurs in the course of normal operations, 
including regular management and supervisory activities, comparisons, 
reconciliations, and other actions people take in performing their 
duties.[Footnote 40] Having detailed written policies and procedures 
that incorporate these key monitoring controls decreases the risk of 
reporting inaccurate HCFAC data that could be misleading to Congress 
when judging the success of the program. 

Conclusions: 

Although HHS and DOJ have taken action to address our previous 
recommendations aimed at improving procedures for recording HCFAC 
expenditures and issuing the annual HCFAC report, we found that 
controls are not sufficient to ensure that the report is accurate and 
supported. As HHS and DOJ accelerate the reporting process in an 
attempt to complete the report by the January 1 mandated reporting 
deadline, it is important that they establish controls that are 
designed to provide complete, accurate, and reliable information in 
the annual HCFAC report. Based on our review of the fiscal years 2008 
and 2009 HCFAC reports, HHS and DOJ do not have sufficient controls 
for maintaining and retaining documentation and performing monitoring 
such as reconciliation and review activities to ensure accurate and 
consistent reporting of HCFAC deposits and expenditures. These design 
weaknesses led to instances where documentation was not readily 
available and amounts included in the HCFAC reports contained errors. 
Until HHS and DOJ strengthen their controls for documenting and 
monitoring HCFAC reporting processes, their ability to provide 
Congress with an accurate and timely annual report of HCFAC activities 
will continue to be compromised. Inaccuracies in the mandated annual 
report limit its usefulness to congressional decision makers and other 
interested parties. 

Recommendations for Executive Action: 

We are making the following 11 recommendations to HHS and DOJ to 
improve controls over the accounting and reporting of HCFAC activities. 

We recommend that the Secretary of HHS, 

* direct the Administrator of CMS to: 

- revise procedures for properly maintaining supporting documentation 
for HCFAC deposits and expenditures, to include specifying the titles 
of staff responsible for maintaining supporting documentation; 

- develop written procedures that incorporate monitoring controls for 
HCFAC deposit information recorded in the departmentwide accounting 
system, including reconciling the deposit data in this system to the 
regional offices' data collection system; 

* direct the Assistant Secretary for Aging to: 

- revise the Administration on Aging's procedures for properly 
maintaining supporting documentation for HCFAC expenditures, to 
include specifying the titles of staff responsible for maintaining 
supporting documentation and the location of records; 

- develop written procedures that incorporate monitoring controls to 
verify that the payroll expenditures charged against HCFAC are 
reasonable and supported; and: 

* direct the Acting General Counsel to develop written procedures that 
incorporate monitoring controls for the Office of the General Counsel 
staff hours related to HCFAC activities captured in workload tracking 
systems, including the reconciliation to staff hours captured in the 
departmentwide payroll system; and: 

* develop written procedures in collaboration with DOJ that 
incorporate monitoring controls for preparing the joint annual HCFAC 
report to help ensure reported amounts are accurate. 

We recommend that the HHS Inspector General develop written procedures 
that incorporate monitoring controls for HHS OIG staff hours related 
to HCFAC activities captured in workload tracking systems, including 
the reconciliation to staff hours captured in the departmentwide 
payroll system. 

We recommend that the Attorney General direct the Deputy Assistant 
Attorney General/Controller to: 

* revise procedures for properly maintaining supporting documentation 
for HCFAC deposits and expenditures, to include specifying the titles 
of staff responsible for maintaining supporting documentation and the 
location of records; 

* develop written procedures that incorporate monitoring controls for 
reconciling HCFAC deposits of the 3 percent portion of penalties and 
multiple damages information recorded in the departmentwide accounting 
system to the HI trust fund statements; 

* develop written procedures that incorporate monitoring controls to 
verify that the payroll expenditures charged against HCFAC are 
reasonable and supported; and: 

* develop written procedures in collaboration with HHS that 
incorporate monitoring controls for preparing the joint annual HCFAC 
report to help ensure reported amounts are accurate. 

Agency Comments and Our Evaluation: 

We provided a draft of this report to HHS and DOJ for review and 
comment. Written comments from the HHS Assistant Secretary for 
Legislation are reproduced in appendix III. DOJ indicated via e-mail 
that it agreed with the findings and the four recommendations we made 
to revise or develop written procedures that include documentation and 
monitoring controls for HCFAC activities and reporting. While DOJ did 
not provide written comments, it provided technical comments, as did 
HHS, that we incorporated as appropriate. We made a total of 11 
recommendations, 7 to HHS and 4 to DOJ. 

Of the seven recommendations we made, in its written comments, HHS 
generally agreed with five, disagreed with one, and did not address 
the remaining recommendation. Specifically, HHS agreed with our 
recommendation related to revising the Administration on Aging's 
procedures for properly maintaining supporting documentation for HCFAC 
expenditures and stated that it plans to incorporate these changes by 
summer 2011. Also, HHS agreed with our recommendation to develop 
written procedures for preparing the joint annual HCFAC report and 
indicated that it has begun to work with DOJ to improve the Report 
Completion Guide. In addition, HHS OIG agreed with our recommendation 
to develop written procedures that incorporate monitoring controls for 
staff hours related to HCFAC activities recorded in its workload 
tracking systems and stated that it will incorporate these procedures 
into its formal policies. Further, the Administration on Aging stated 
its view that addressing our recommendation to develop written 
procedures to verify that HCFAC payroll expenditures are reasonable 
and supported would not provide material results to justify the 
additional expense and workload. However, the Administration on Aging 
agreed to explore other options to refine its HCFAC payroll 
expenditures. 

The Office of the General Counsel agreed and stated that it had 
addressed our recommendation to develop written procedures that 
incorporate monitoring controls for staff hours recorded in the 
workload tracking system. It stated that on February 2, 2011, it 
provided us procedures for properly accounting for HCFAC expenditures. 
While we received procedures from the Office of the General Counsel, 
these procedures did not address our finding. Instead, the procedures 
discussed the transfer of payroll expenditures to the HCFAC account. 
Therefore, we determined that this recommendation has not been 
addressed. 

CMS disagreed with our recommendation to revise procedures for 
maintaining supporting documentation for HCFAC deposits and 
expenditures, which include specifying the titles of staff responsible 
for maintaining supporting documentation. CMS stated that the National 
Archives and Records Administration does not require staff titles on a 
standard form it prescribes for transferring records to approved 
records facilities (SF-135) and that CMS requires staff to take 
records retention training each year. CMS also stated it believes the 
information maintained is sufficient to ensure accountability and 
proper and consistent supporting documentation for HCFAC deposits and 
expenditures. However, we continue to believe that CMS's policies and 
procedures for documentation are insufficient, as they do not identify 
the staff responsible for maintaining documentation as required by the 
National Archives and Records Administration regulations.[Footnote 41] 
Also, CMS stated that the creation of a new records retention system 
for HCFAC records would be duplicative and unnecessary. We do not 
believe that a new records retention system exclusively for HCFAC 
records is necessary to achieve accountability for documentation 
responsibilities. Rather, a modification to CMS's existing procedures 
that identifies the responsible staff by title to show authority 
levels for properly maintaining supporting documentation, help provide 
continuity when staff change positions, and promote accountability 
would be sufficient to address this shortcoming. 

Lastly, in its comments, CMS did not address our remaining 
recommendation to develop written procedures that incorporate 
monitoring controls for HCFAC deposit information recorded in the 
departmentwide accounting system. However, as we stated in the report, 
CMS officials told us in February 2011 that they were in the process 
of developing procedures that require the reconciliation of HCFAC 
deposit information. 

As we agreed with your office, unless you publicly announce the 
contents of this report earlier, we plan no further distribution of it 
until 30 days from the report date. At that time, we will send copies 
to the Secretary of HHS, the Attorney General, and other interested 
parties. The report will also be available at no charge on GAO's Web 
site at [hyperlink, http://www.gao.gov]. 

If you or your staff have any questions about this report, please 
contact me at (202) 512-9312 or dalykl@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. 

Sincerely yours, 

Signed by: 

Kay L. Daly:
Director, Financial Management and Assurance: 

[End of section] 

Appendix I: Objectives, Scope, and Methodology: 

The objectives of this review were to determine to what extent the 
Department of Health and Human Services (HHS) and the Department of 
Justice (DOJ) (1) took action to address the recommendations we made 
in 2005 and (2) designed effective controls over reporting Health Care 
Fraud and Abuse Control (HCFAC) program deposits and expenditures for 
fiscal years 2008 and 2009[Footnote 42].: 

To address the extent to which HHS and DOJ took action to address the 
recommendations made in 2005, we: 

* Obtained and reviewed documentation provided by HHS and DOJ such as 
policies and procedures and the Report Completion Guide. 

* Interviewed officials at HHS and DOJ including the Acting Deputy 
Inspector General and the Assistant Director of the Executive Office 
for United States Attorneys to identify actions to improve HCFAC 
program operations. 

To address the extent to which HHS and DOJ designed effective controls 
over reporting HCFAC deposits and expenditures, we: 

* Obtained and reviewed relevant HHS and DOJ policies and procedures 
for reporting deposits and expenditures within each agency.[Footnote 
43] 

* Used criteria outlined in our Standards for Internal Control in the 
Federal Government, specifically as it relates to control activities 
and monitoring, to assess the effectiveness of controls over the 
reporting of amounts related to deposits and expenditures. We applied 
these standards to assess whether the design of the controls 
documented in the policies and procedures reasonably assured accurate 
and consistent reporting of HCFAC amounts in the joint annual HCFAC 
report.[Footnote 44] We did not verify the validity or accuracy of the 
reported amounts. 

* Assessed the reliability of data used to select our nongeneralizable 
samples by: 

- tracing deposit control totals of the electronic databases to the 
corresponding deposit line item totals reported in the HCFAC reports 
and the Bureau of the Public Debt's Federal Hospital Insurance Trust 
Fund (HI trust fund) statements; 

- obtaining the funding decision memorandum detailing how the HCFAC 
funds would be distributed between HHS and DOJ for fiscal years 2008 
and 2009 to verify the HCFAC funds certified by HHS and DOJ officials; 

- comparing amounts reported in the joint HCFAC reports to the 
approved funding decision memorandum and comparing amounts from the 
decision memorandum to the Office of Management and Budget (OMB) 
documentation (Apportionment Schedule SF-132) to verify that the 
amounts were made available; 

- tracing total expenditure amounts to supporting documentation, 
including electronic databases, billing packages, and intra-and 
interagency agreements; and: 

- reviewing existing information about the electronic data and the 
systems that produced them. 

We determined that the data were sufficiently reliable to select our 
samples. 

* Selected a nongeneralizable stratified random sample for each of the 
deposit types (gifts and bequests, criminal fines, civil monetary 
penalties, and penalties and multiple damages) that HHS and DOJ 
reported a dollar amount greater than zero in the fiscal years 2008 
and 2009 annual HCFAC reports. We selected a total of 47 deposit 
transactions for fiscal year 2008 and 55 transactions for fiscal year 
2009. Transaction selection criteria included various factors such as 
dollar amounts and transaction volume. For the selected transactions, 
we reviewed various sources of documentation depending on the type of 
deposit to determine whether dollar amounts were accurately reported. 
Examples of supporting documentation for deposits included check 
registers; electronic fedwires;[Footnote 45] health care tracking 
forms used to allocate deposit collections among the various health 
care programs; judgment orders and agency letters identifying 
applicable fines and penalties assessed; and collection system query 
reports. These randomly selected transactions were designed to provide 
additional details about the processing of those transactions and were 
not intended to be representative of the universe of HCFAC 
transactions. See appendix II for information about the universe of 
transactions and our sampled items. 

* Selected a nongeneralizable random sample of expenditures for each 
of the agency components that were allocated HCFAC appropriation funds 
as reported in the annual HCFAC reports for fiscal years 2008 and 
2009.[Footnote 46] For the Centers for Medicare & Medicaid Services 
(CMS) and the United States Attorneys Office (USAO), we obtained 
electronic databases and selected a nongeneralizable stratified random 
sample for those agency components. We selected a total of 63 
transactions for fiscal year 2008 and 62 transactions for fiscal year 
2009 related to payroll and nonpayroll expenditures. Transaction 
selection criteria included various factors such as dollar amounts, 
transaction volume, and source of information. For these transactions, 
we reviewed various sources of documentation depending on the type of 
expenditure to determine whether dollar amounts were accurately 
reported and the use of funds were consistent with the Health 
Insurance Portability and Accountability Act of 1996 (HIPAA). Examples 
of supporting documentation for expenditures included workload 
tracking system and payroll system query reports; time and attendance 
reports; salary forms; invoices; contracts; and travel vouchers. These 
randomly selected transactions were designed to provide additional 
details about the processing of those transactions and were not 
intended to be representative of the universe of HCFAC transactions. 
See appendix II for information about the universe of transactions and 
our sampled items. 

* Performed additional procedures for HHS Office of Inspector General 
(OIG) payroll transactions as this component received 67 percent and 
42 percent of total HCFAC appropriations allocated for fiscal years 
2008 and 2009, respectively. Specifically, we (1) obtained time 
reports from workload tracking systems for all four OIG components 
(Office of Audit Services, Office of Investigations, Office of 
Evaluations and Inspections, and Office of Counsel to the Inspector 
General) to determine if the projects identified as HCFAC were 
properly classified; and (2) compared the number of hours in the 
workload tracking systems to the number of hours in the HHS payroll 
system to determine if the components' systems included hours for all 
staff. 

* Interviewed agency officials from HHS and DOJ including budget 
analysts and financial specialists to obtain an understanding and 
clarification of the processes used to report deposits to the HI trust 
fund and appropriations from this fund, including related expenditures. 

We conducted our work from February 2010 through May 2011 in 
accordance with U.S. 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: Information about the Universe of Transactions and Our 
Sampled Items: 

During our review of fiscal years 2008 and 2009 Health Care Fraud and 
Abuse Control (HCFAC) program activities, we selected nongeneralizable 
samples to further understand the Department of Health and Human 
Services (HHS) and the Department of Justice (DOJ) procedures for 
HCFAC deposits and expenditures. For deposits, we stratified the data 
and selected random transactions, as summarized in table 1 below, for 
each of the deposit types authorized by the Health Insurance 
Portability and Accountability Act of 1996 (HIPAA) for which HHS and 
DOJ reported dollar amounts greater than zero in the fiscal years 2008 
and 2009 HCFAC reports. 

Table 1: Summary of Selected Deposit Transactions: 

2008: 

Line item: Criminal fines; 
Universe of transactions: 200; 
Total value of universe: $2,307,754; 
Number of selected transactions: 10; 
Total value of selected transactions: $1,650,768. 

Line item: Civil monetary penalties[A]; 
Universe of transactions: 2,568; 
Total value of universe: $13,613,590; 
Number of selected transactions: 23; 
Total value of selected transactions: $4,304,620. 

Line item: Penalties and multiple damages[A]; 
Universe of transactions: 273; 
Total value of universe: $559,988,531; 
Number of selected transactions: 11; 
Total value of selected transactions: $236,905,878. 

Line item: Gifts and bequests; 
Universe of transactions: 3; 
Total value of universe: $25,847; 
Number of selected transactions: 3; 
Total value of selected transactions: $25,847. 

Line item: Total; 
Universe of transactions: 3,044; 
Total value of universe: $575,935,722; 
Number of selected transactions: 47; 
Total value of selected transactions: $242,887,113. 

2009: 

Line item: Criminal fines; 
Universe of transactions: 201; 
Total value of universe: $620,888,618; 
Number of selected transactions: 11; 
Total value of selected transactions: $620,113,917. 

Line item: Civil monetary penalties[A]; 
Universe of transactions: 2,610; 
Total value of universe: $18,080,194; 
Number of selected transactions: 25; 
Total value of selected transactions: $6,184,843. 

Line item: Penalties and multiple damages[A]; 
Universe of transactions: 260; 
Total value of universe: $498,671,480; 
Number of selected transactions: 12; 
Total value of selected transactions: $477,294,549. 

Line item: Gifts and bequests; 
Universe of transactions: 7; 
Total value of universe: $46,271; 
Number of selected transactions: 7; 
Total value of selected transactions: $46,271. 

Line item: Total; 
Universe of transactions: 3,078; 
Total value of universe: $1,137,686,563; 
Number of selected transactions: 55; 
Total value of selected transactions: $1,103,639,580. 

Source: GAO analysis of HHS and DOJ HCFAC data. 

[A] Total value of selected transactions for civil monetary penalties 
and penalties and multiple damages represent the absolute value for 
these line items. 

[End of table] 

For expenditures, we selected samples from object classes that in 
aggregate accounted for 50 percent or more of total obligations for 
each component that received HCFAC funds. Based on dollar amounts, we 
then selected random transactions, as summarized in table 2 below. 

Table 2: Summary of Selected Expenditures Transactions: 

2008: 

Agency: Department of Health and Human Services: 

Agency Component: Office of Inspector General; 
Number of selected transactions: 5; 
Value of selected transactions: $8,570,351; 
Object classes selected: Other Contractual Services. Analytical 
procedures performed for personnel payroll hours, as described in 
appendix I. 

Agency Component: Office of the General Counsel; 
Number of selected transactions: 4; 
Value of selected transactions: $855,515; 
Object classes selected: Personnel Compensation and Other Contractual 
Services. 

Agency Component: Administration on Aging; 
Number of selected transactions: 1; 
Value of selected transactions: $909,997; 
Object classes selected: Grants, Subsidies, and Contributions. 

Agency Component: Centers for Medicare & Medicaid Services; 
Number of selected transactions: 14; 
Value of selected transactions: $11,906,880; 
Object classes selected: Personnel Compensation and Other Contractual 
Services. 

Agency: Department of Justice: 

Agency Component: United States Attorneys Office; 
Number of selected transactions: 7; 
Value of selected transactions: $3,635,898; 
Object classes selected: Personnel Compensation and Rent, 
Communications, and Utilities. 

Agency Component: Civil Division[A]; 
Number of selected transactions: 12; 
Value of selected transactions: $5,271,253; 
Object classes selected: Personnel Compensation and Other Contractual 
Services. 

Agency Component: Criminal Division; 
Number of selected transactions: 10; 
Value of selected transactions: $427,156; 
Object classes selected: Personnel Compensation; 
Rent, Communications, and Utilities; 
and Other Contractual Services. 

Agency Component: Civil Rights; 
Number of selected transactions: 10; 
Value of selected transactions: $79,423; 
Object classes selected: Personnel Compensation and Other Contractual 
Services. 

Total 2008: 
Number of selected transactions: 63; 
Value of selected transactions: $31,656,473. 

2009: 

Agency: Department of Health and Human Services: 

Agency Component: Office of Inspector General; 
Number of selected transactions: 5; 
Value of selected transactions: $2,584,748; 
Object classes selected: Other Contractual Services. Analytical 
procedures performed for personnel payroll hours, as described in 
appendix I. 

Agency Component: Office of the General Counsel; 
Number of selected transactions: 1; 
Value of selected transactions: $6,695; 
Object classes selected: Personnel Compensation. 

Agency Component: Administration on Aging; 
Number of selected transactions: 1; 
Value of selected transactions: $646,773; 
Object classes selected: Grants, Subsidies, and Contributions. 

Agency Component: Centers for Medicare & Medicaid Services; 
Number of selected transactions: 18; 
Value of selected transactions: $72,241,840; 
Object classes selected: Personnel Compensation and Other Contractual 
Services. 

Agency: Department of Justice: 

Agency Component: United States Attorneys Office; 
Number of selected transactions: 7; 
Value of selected transactions: $3,642,137; 
Object classes selected: Personnel Compensation and Rent, 
Communications, and Utilities. 

Agency Component: Civil Division[A]; 
Number of selected transactions: 10; 
Value of selected transactions: $2,496,884; 
Object classes selected: Personnel Compensation and Other Contractual 
Services. 

Agency Component: Criminal Division; 
Number of selected transactions: 11; 
Value of selected transactions: $478,988; 
Object classes selected: Personnel Compensation; 
Rent, Communications, and Utilities; 
Other Contractual Services; 
and Supplies and Materials. 

Agency Component: Civil Rights; 
Number of selected transactions: 9; 
Value of selected transactions: $61,320; 
Object classes selected: Personnel Compensation and Other Contractual 
Services. 

Total 2009: 
Number of selected transactions: 62; 
Value of selected transactions: $82,159,385. 

Source: GAO analysis of HHS and DOJ HCFAC data. 

[A] Samples selected for Civil Division also include transactions for 
the Nursing Home and Elderly Justice Initiative. 

[End of table] 

[End of section] 

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

Department Of Health & Human Services:	
Office Of The Secretary: 
Assistant Secretary for Legislation: 
Washington, DC 20201: 

May 3, 2011: 

Kay L. Daly: 
Director, Financial Management and Assurance: 
U.S. Government Accountability Office: 
441 G Street N.W. 
Washington, DC 20548: 

Dear Ms. Daly: 

Attached are comments on the U.S. Government Accountability Office's 
(GAO) draft report entitled: "Health Care Fraud And Abuse Control 
Program: Improvements Needed in Controls Over Reporting Deposits and 
Expenditures" (GAO 11-466). 

The Department appreciates the opportunity to review this draft report 
prior to publication. 

Sincerely, 

Signed by: 

Jim R. Esquea: 
Assistant Secretary for Legislation: 

Attachment: 

[End of letter] 

General Comments Of The Department Of Health And Human Services (HHS) 
On The Government Accountability Office's (GAO) Draft Report Entitled. 
"Health Care Fraud And Abuse Control Program: Improvements Needed In 
Controls Over Reporting Deposits And Expenditures" (GAO-11-446): 

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

GAO Recommendation No. 1: 

We recommend that the Secretary of HHS direct the Administrator of CMS 
to: 

* revise procedures for properly maintaining supporting documentation 
for HCFAC deposits and expenditures, to include specifying the titles 
of staff responsible for maintaining supporting documentation; 

* develop written procedures that incorporate monitoring controls for 
HCFAC deposit information recorded in the departmentwide accounting 
system, including reconciling the deposit data in this system to the 
regional offices' data collection system. 

Centers for Medicare and Medicaid Services (CMS) Response: 

CMS disagrees with GAO's assertion that we have inadequate controls or 
procedures regarding retention of HCFAC related records because we do 
not explicitly identify the title of staff responsible for management 
of such records. Standard Form 135, Records Transmittal and Receipt, 
which is prescribed by the National Archives and Records 
Administration (NARA), accompanies all records stored in an approved 
facility, and includes the Agency contact name, office, and telephone 
number, but NARA does not require staff titles. Each CMS component is 
responsible for following all federal records retention policies for 
its HCFAC-related functions. Also, all CMS employees are required to 
take records retention training each year, and are responsible for 
appropriately and consistently applying CMS' Records Management 
guidelines. CMS believes the information it maintains is sufficient to 
ensure accountability and proper and consistent supporting 
documentation for HCFAC deposits and expenditures. CMS believes that 
specifying the titles of particular CMS staff is unwarranted and that 
creation of a new records retention system uniquely for HCFAC records 
would be duplicative and unnecessary. 

GAO Recommendation No. 2: 

We recommend that the Secretary of MS direct the Assistant Secretary 
for Aging to: 

* revise the Administration on Aging's procedures for properly 
maintaining supporting documentation for HCFAC expenditures, to 
include specifying the titles of staff responsible for maintaining 
supporting documentation and the location of records; 

* develop written procedures that incorporate monitoring controls to 
verify that the payroll expenditures charged against HCFAC are 
reasonable and supported. 

Administration on Aging (AoA) Response: 

We agree with the first part of the recommendation, on the maintenance 
of supporting documentation and will move forward to incorporate these 
changes into our filing system by Summer 2011, to the extent feasible.
Concerning the second part of the recommendation, on developing 
written procedures incorporating monitoring controls, we have used the 
same approach to capture HCFAC payroll charges for more than a decade. 
At the beginning of each year, AoA surveys each of the approximately 
twenty-seven staff in Headquarters and the Regional Offices who work 
on HCFAC activities to determine the percentage of time each 
individual estimates that they will spend, on average, over the entire 
year on HCFAC. The Accounting for Pay System (AFPS) is then used to 
allocate the same estimated percentage of the person's pay to HCFAC 
funding each pay period, regardless of the number of hours the person 
actually works on HCFAC during those specific two weeks. The 
percentages allocated for most staff are small—no more than ten to 
twenty-five percent in most cases. In the aggregate this resulted in 
FY 2008 in approximately 29%, or $879,607, of AoA's $3.1 million FY 
2008 HCFAC allocation being used for personnel costs, a reasonable 
percentage given that these dollars are used to provide administrative 
and related support for AoA's Senior Medicare Patrol anti-fraud 
education program. 

AoA uses the Department's ITAS system to track actual hours worked by 
employees, and this system does not have the ability to track hours 
spent on one type of activity versus another. To implement the type of 
controls that GAO recommends would therefore require the establishment 
of a completely new, wholly separate tracking system from that used by 
the Department for time and attendance purposes. Such a system would 
require employees to track and log hourly HCFAC activity, to cumulate 
and report that activity to a central tracking point of contact, and 
then require this information to periodically be used to adjust the 
labor distributions in the accounting system for each of those 
individuals. While this approach could result in a more accurate 
accounting, it would do so at a price of a very substantially 
increased workload at every level disproportionate to the amount of 
HCFAC funding received. Further, some time ago, AoA eliminated 
requirements that employees sign in and out and keep a written record 
of their time and attendance in connection with collective bargaining 
agreements. AoA does not believe that the penny-wise approach favored 
by GAO would have sufficiently material results as to justify the 
additional expense and workload. 

AoA is willing, however, to engage in exploratory discussions with 
other Operating Divisions within the Department who may be faced with 
similar situations—whether or not related to HCFAC dollars—to 
determine if there are other approaches which might allow it either to 
further refine the payroll charges or to further adjust a subsequent 
year's estimated percent of time spent on HCFAC. If a less resource 
intensive solution could be identified, AoA would be open to its 
implementation. 

GAO Recommendation No. 3: 

We recommend that the Secretary of FIRS direct the Acting General 
Counsel to: 

* develop written procedures that incorporate monitoring controls for 
the Office of the General Counsel staff hours related to HCFAC 
activities captured in workload tracking systems, including the 
reconciliation to staff hours captured in the departmentwide payroll 
system. 

Office of the General Counsel (OGC) Response: 

At the time of this review, OGC did not have written procedures in-
place to clarify 1) its method of using Practice Manager (PM) workload 
reports to transfer pay between non-HCFAC and HCFAC specific Common 
Accounting Numbers (CANs) in the Department's Accounting For-Pay 
System (AFPS) and 2) its corresponding reconciliation process. 
Financial data reconciliation is common practice for government budget 
staff as part of their regular duties/responsibilities as budget 
analysts and thus routinely occurs in the absence of specific 
documented procedures. 

Nonetheless, prior to the issuance of this draft report, OGC developed 
such policy guidance in order to detail its procedures for properly 
accounting for its associated cost-of-work performed on behalf of 
HCFAC. OGC provided this HCFAC Account Expenditures Policy Guidance to 
GAO on February 2, 2011. 

GAO Recommendation No. 4: 

We recommend that the Secretary of FIRS develop written procedures in 
collaboration with DOJ that incorporate monitoring controls for 
preparing the joint annual HCFAC report to help ensure reported 
amounts are accurate. 

HHS Response: 

The Department agrees that having written procedures, or guidance, for 
the joint annual HCFAC report will work to ensure accurate reporting. 
To further this goal, HHS and DOJ developed the Department of Health 
and Human Services and Department of Justice Annual Report on the 
Health Care Fraud and Abuse Control Program: Report Completion Guide 
as part of the FY 2010 HCFAC Report process. DOJ shared this manual 
with GAO in the fall of 2010. However, in response to this GAO report, 
HHS and DOJ have been working collaboratively to improve the content 
of this manual, specifically to ensure the accuracy of the numbers 
included in the "Monetary Results" table of the annual HCFAC report. 
The updated manual will include a detailed matrix that describes each 
transfer or deposit figure included in the "Monetary Results" table of 
the HCFAC report, which agency is responsible for reporting that 
figure, the source of the data, and who is responsible for verifying 
the final numbers published in the Annual Report. This report, or 
guidance, will be distributed annually to all relevant FIRS Operating 
Divisions as well as all relevant components within DOJ. 

GAO Recommendation No. 5: 

We recommend that the FIRS Inspector General (OIG) develop written 
procedures that incorporate monitoring controls for FIRS OIG staff 
hours related to HCFAC activities captured in workload tracking 
systems, including the reconciliation to staff hours captured in the 
departmentwide payroll system. 

Office of Inspector General (OIG) Response: 

HHS OIG concurs with this recommendation. OIG continues to assert that 
our workload tracking accurately captures total staff hours and the 
staff hours allocable to HCFAC-related activities. Nevertheless, HHS 
OIG agrees to incorporate these implemented procedures into formal 
written policies that will include reconciliation of overall staff 
hours to the department-wide payroll system. 

[End of section] 

Appendix IV: GAO Contacts and Staff Acknowledgments: 

GAO Contact: 

Kay L. Daly, (202) 512-9312 or dalykl@gao.gov: 

Staff Acknowledgments: 

In addition to the contact listed above, Carla J. Lewis (Assistant 
Director), Maria C. Belaval, Sharon O. Byrd, William L. Evans, Maria 
Hasan, Christopher N. Howard, Jason S. Kirwan, Mitchell D. Owings, and 
Nina M. Rostro made significant contributions to this report. 

[End of section] 

Footnotes: 

[1] GAO, High-Risk Series: An Update, [hyperlink, 
http://www.gao.gov/products/GAO-11-278] (Washington, D.C.: February 
2011). Fraud represents intentional acts of deception with knowledge 
that the action or representation could result in an inappropriate 
gain. Waste includes inaccurate payments for services, such as 
unintentional duplicate payments. Abuse represents actions 
inconsistent with acceptable business or medical practices. An 
improper payment is defined as any payment that should not have been 
made or that was made in an incorrect amount (including overpayments 
and underpayments) under statutory, contractual, administrative, or 
other legally applicable requirements. It includes any payment to an 
ineligible recipient, any payment for an ineligible service, any 
duplicate payment, any payment for services not received, and any 
payment that does not account for credit for applicable discounts. The 
Office of Management and Budget (OMB) guidance also instructs agencies 
to report payments for which insufficient or no documentation was 
found as improper payments. 

[2] For fiscal year 2010, HHS reported improper payment estimates for 
the following programs: $34.3 billion for Medicare Fee-for-Service 
(FFS); $13.6 million for Medicare Advantage; and $22.5 billion (the 
estimated federal share) for Medicaid. 

[3] See appendix III of GAO's audit report included in the fiscal year 
2010 Financial Report of the United States Government accessible at 
[hyperlink, http://www.fms.treas.gov/fr/index.html]. 

[4] Pub. L. No. 104-191, § 201, 110 Stat. 1936, 1992 (Aug. 21, 1996). 

[5] The HI trust fund was established on July 30, 1965, as a separate 
account in the U.S. Department of the Treasury. It is also known as 
the Medicare Trust Fund. The HI trust fund finances the Medicare Part 
A program, which helps pay for hospital, home health, skilled nursing 
facility, and hospice care for the aged and disabled. All of the HI 
financial operations are handled through this fund, including the 
revenues and expenditures related to the HCFAC program as authorized 
by HIPAA and other funding streams such as payroll taxes transferred 
to the HI trust fund and net benefit payments. 

[6] GAO, Health Care Fraud and Abuse Control Program: Results of 
Review of Annual Reports for Fiscal Years 2002 and 2003, GAO-05-134 
(Washington, D.C.: Apr. 29, 2005). 

[7] HHS and DOJ, The Department of Health and Human Services and the 
Department of Justice Health Care Fraud and Abuse Control Program 
Annual Report For FY 2008 (Washington, D.C.: September 2009); and The 
Department of Health and Human Services and the Department of Justice 
Health Care Fraud and Abuse Control Program Annual Report For FY 2009 
(Washington, D.C.: May 2010). 

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

[9] See 18 U.S.C. §§ 24(a), 1341. 

[10] There are 94 offices throughout the United States, Puerto Rico, 
the Virgin Islands, Guam, and the Northern Mariana Islands. 

[11] The United States District Courts, which operate under the 
Judicial Branch, and DOJ's United States Attorneys Office (USAO), 
which operate under the Executive Branch, have different 
responsibilities for the management of criminal debt. The collection 
and management of criminal debt require the cooperation of both 
branches of government. USAOs are statutorily responsible for the 
enforcement of the collection of criminal debt, while the District 
Courts receive payments of fines. 

[12] The Executive Office for the United States Attorneys provides 
general executive assistance and supervision to the USAOs, among other 
functions. 

[13] See, e.g., 42 U.S.C. §§ 1320a-7a, 1395i-3, & 1396r(h). 

[14] 18 U.S.C. § 982(a)(7). 

[15] We did not independently assess whether the reported zero deposit 
amounts for asset forfeiture in the annual HCFAC reports for fiscal 
years 2008 and 2009 were accurate. 

[16] These suits can also be brought by private individuals, called 
relators, under the False Claims Act, 31 U.S.C. §§ 3729-33. Relators 
can be entitled to a portion of any court award or settlement, and 
this relator's share is not included in the amount credited to the HI 
trust fund. 

[17] Pub. L. No. 107-273, § 11013, 116 Stat. 1758, 1823 (Nov. 2, 2002). 

[18] Medicare Parts A and B are also known as Medicare fee-for-service 
(FFS). Medicare Part A covers hospital and other inpatient stays and 
Medicare Part B covers hospital outpatient, physician, and other 
services. The Federal Supplementary Medical Insurance (SMI) Trust Fund 
finances the Medicare Part B program. 

[19] In general, restitutions restore the aggrieved party to its prior 
state of well-being while compensatory damages reimburse the aggrieved 
party for losses incurred. 

[20] Collections such as these that represent a refund of erroneous 
expenditures are credited back to the appropriation that was 
originally charged for those expenditures. See, e.g., B-281064 (Feb. 
14, 2000). 

[21] HHS and DOJ may also conduct other health care fraud enforcement 
activities using other annual appropriations. 

[22] An allotment is an authorization by either the agency head or 
another authorized employee to his/her subordinates to incur 
obligations within a specified amount. Each agency makes allotments 
pursuant to specific procedures it establishes in accordance with the 
Office of Management and Budget (OMB) general apportionment 
requirements. See OMB Circular No. A-11, Preparation, Submission, and 
Execution of the Budget, Part 4 (November 2010). 

[23] The IPAC System's primary purpose is to provide a standardized 
interagency fund transfer mechanism for federal agencies. IPAC 
facilitates the intra-governmental transfer of funds, with descriptive 
data from one federal agency to another. 

[24] Mandatory funding refers to budgetary resources that are 
controlled by laws other than appropriations acts. 

[25] Discretionary funding refers to budgetary resources that are 
provided in annual appropriation acts, other than those that fund 
mandatory programs. Discretionary funds appropriated to the HCFAC 
account were transferred from the HI and SMI trust funds. Omnibus 
Appropriations Act, 2009, Pub. L. No. 111-8, 123 Stat. 524, 773 (Mar. 
11, 2009). 

[26] Pub. L. No. 109-432, div. b, § 303, 120 Stat. 2922, 2992 (Dec. 
20, 2006). In fiscal year 2010, the Patient Protection and Affordable 
Care Act extended permanently the yearly increases to the HCFAC 
account based on the change in the CPI-U. 

[27] Pub. L. No. 111-148, § 6402(i), 124 Stat. 119, 760 (Mar. 23, 
2010). 

[28] Pub. L. No. 111-152, § 1303(a), 124 Stat. 1029, 1057 (Mar. 30, 
2010). 

[29] [hyperlink, http://www.gao.gov/products/GAO-05-134]. 

[30] In our 2005 report, we made a total of three recommendations. One 
of the three recommendations included two parts, which for purposes of 
this report, we identify as two separate recommendations, making a 
total of four. 

[31] The sample selections were not designed to be representative of 
the universe of HCFAC transactions, but rather to provide anecdotal 
information. For this purpose, we selected a total nongeneralizable 
sample of 102 HCFAC deposits for fiscal years 2008 and 2009 and a 
total nongeneralizable sample of 125 HCFAC expenditures for fiscal 
years 2008 and 2009. For additional information about our sampling 
methodology, see appendix II. 

[32] Policies and procedures reviewed for HHS included OIG and the 
Office of the General Counsel records management plans, and the 
Administration on Aging's retention policy for the Office of Budget 
and Finance. CMS policies and procedures reviewed included: CMS 
Records Schedule, General Records Schedule 6: Accountable Officers' 
Accounts Records, and policies for purging files issued by the Office 
of Strategic Operations and Regulatory Affairs. 

[33] DOJ policies and procedures reviewed included: USAP 3-11.310.001 
Internal Controls for Processing Payments Received for Civil Debts and 
Criminal Impositions--Retention of Records and Financial Management 
Policies and Procedures Bulletin 00-15 Accounting for Financial 
Obligations Within the Offices, Boards and Divisions (OBDs). 

[34] [hyperlink, http://www.gao.gov/products/GAO/AIMD-00-21.3.1]. 

[35] HHS and DOJ transmit HCFAC collection information to the Bureau 
of the Public Debt, which has responsibility for administering the HI 
trust fund. The Bureau of the Public Debt transfers from the Treasury 
General Fund to the HI trust fund an amount equal to the sum of fines, 
penalties, and other designated monies collected from health care 
investigations. 

[36] The Office of Financial Management utilizes the ASPEN Enforcement 
Manager (AEM) and Financial Accounting Control System (FACS) to 
allocate and record payments received. AEM enables CMS regional 
offices to manage all tasks related to nursing home enforcement. FACS 
accumulates all of CMS's financial activities, both programmatic and 
administrative, in its general ledger. 

[37] Debt Collection Management Staff within the Justice Management 
Division is responsible for establishing policies related to federal 
debt collection efforts, operating the department's central intake 
facility for civil debt collections, and performing debt accounting 
operations. 

[38] DOJ collects payments for penalties and multiple damages from 
debtors and uses its financial system to record these collections. DOJ 
is entitled to keep 3 percent of all payments collected in its Working 
Capital Fund for paying the costs of processing and tracking civil and 
criminal debt collection litigations. 

[39] HIPAA does not specify how costs are to be charged against the 
HCFAC account. HHS and DOJ components use different processes for 
charging payroll costs against HCFAC funds. For example, some 
components within HHS and DOJ charged 100 percent of staff hours to 
HCFAC while others charged a percentage of total staff hours based on 
estimated or actual performance. To accomplish this, HHS and DOJ 
components calculated estimates based on prior year performance or 
used their workload tracking systems to monitor actual hours spent on 
HCFAC activities. 

[40] [hyperlink, http://www.gao.gov/products/GAO/AIMD-00-21.3.1]. 

[41] The National Archives and Records Administration regulations 
require each agency to develop internal policies and procedures to 
ensure proper maintenance of records. These regulations also indicate 
that agency programs must develop recordkeeping requirements that 
include identification of the location of the records and the staff 
responsible for maintaining the records. See 36 C.F.R. § 1220.34 and 
subpart 1222.B. 

[42] [hyperlink, http://www.gao.gov/products/GAO-05-134]. 

[43] HHS policies and procedures obtained and reviewed included the 
Office of Investigations Policies and Procedures Manual; collection 
procedures for civil monetary penalties; and policies for records 
management. DOJ policies and procedures obtained and reviewed included 
Financial Management Policies and Procedures Bulletins 08-02, 08-01, 
05-15 and 00-15, and United States Attorneys Office Procedures 3- 
11.120.001, 3-11.120.002, and 3-11.310.001. For both agencies, we also 
obtained and reviewed the different information system user manuals 
such as accounting systems, collection systems, and workload tracking 
systems. 

[44] [hyperlink, http://www.gao.gov/products/GAO/AIMD-00-21.3.1]. 

[45] Fedwire is the Federal Reserve's real-time gross settlement 
system that enables participants to initiate large-value funds 
transfer that are immediate, final, and irrevocable once processed. 

[46] HHS components included the Office of Inspector General (OIG), 
Centers for Medicare & Medicaid Services (CMS), Office of the General 
Counsel, and Administration on Aging. DOJ components included United 
States Attorneys Office (USAO), Civil Division, Criminal Division, and 
Civil Rights Division. 

[End of section] 

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