Audit Support Services

Overview

Under this contract, Trilogy partners with Suffolk County’s Department of Audit and Control to support a comprehensive initiative to modernize the County’s financial management system. This effort includes upgrading to the latest version of CGI’s Advantage platform, migrating the system to a secure cloud environment, enhancing financial reporting capabilities, integrating with external interfaces, and expanding core financial functions within the system. The modernization aims to improve efficiency, transparency, and scalability for the County’s financial operations, ensuring a future-ready platform that supports evolving needs.

Approach

Trilogy initially supported Suffolk County’s upgrade of its Advantage Financial System through a structured User Acceptance Testing (UAT) process. We conducted detailed requirements gathering to design a tailored UAT strategy that ensured the system fully supported the County’s financial operations while executing comprehensive test scenarios, validating functionality, and mitigating risks prior to go-live. As we developed deep subject matter expertise in the County’s systems and processes, Trilogy continues to support the next phase of the County’s modernization efforts, including the development of training materials to support change management and user adoption and performing analytical work to facilitate implementation and integration activities, leveraging best practices to drive efficiency and scalability.

Results

The County recently announced the successful completion of its Advantage Financial System upgrade which was “on time and on budget”. This achievement resulted in a seamless transition to the new financial system, minimizing disruption and ensuring continuity of critical operations. The modernized platform now provides enhanced functionality, improved reporting capabilities, and a secure cloud-based environment that positions Suffolk County for long-term scalability and efficiency. Trilogy is proud to have played a key role in this success and looks forward to continuing our partnership as we support the County in its ongoing financial management modernization efforts.

Overview

Trilogy Federal, LLC provides financial and operational fitness audit and oversight support to the Department of Veterans Affairs’ (VA) Grant Per Diem (GPD), Supportive Services for Veteran Families (SSVF), and Staff Sergeant Parker Gordon Fox Suicide Prevention Grant (SSG Fox SPGP) programs on behalf of the VA’s Office of Business Oversight (OBO). Trilogy Federal’s provides assurance to VA leadership that these grants are used as intended and comply with current legislation through fiscal and operational management.  Trilogy’s oversight aims to ensure each program provides the necessary tools and support services for Veterans experiencing homelessness and/or providing resources toward community-based suicide prevention efforts to meet the needs of Veterans and their families through outreach, suicide prevention services, and connection to VA and community resources across the nation.

Approach

Trilogy Federal, LLC’s audit and oversight support service teams work with individual organizations across the country who provide transitional housing and other various support services to Veterans who participate in these three individual grants. Working one-on-one with grantees and performing almost 250 reviews annually, Trilogy’s audit support teams support compliance with each program’s guidelines along with verifying management of these operations remain transparent.

Results

Since the establishment of these programs, statistics have shown the vast majority of Veterans are seeking tools and resources to combat homelessness and suicide prevention. The organizations which operate the GPD, SSVF and SSG Fox SPGP programs, work to provide tools, resources, and support to Veterans nationwide to combat the challenges they are facing. Trilogy aims to establish long-term success to Veteran housing programs, suicide prevention, and other necessary support services to each Veteran and family members in need. In FY25, the audit teams identified over $11M in questioned costs and produced nearly 2,000 recommendations that will improve services to Veterans and their families.

Overview
Trilogy has provided OFPIAR with support in all aspects of federal financial management, including the full lifecycle of the financial statement audit, financial policy and procedure review, internal control assessments, financial systems support and accounting operations support. We provide audit liaison and audit remediation activities and are experienced in working with OIG offices as well as external independent auditors. Our staff brings in-depth knowledge of the audit process, Generally Accepted Accounting Principles (GAAP), Federal Accounting Standards and Generally Accepted Government Auditing Standards (GAGAS). Trilogy supports the VA during audit site visits and in responding to Prepared by Client (PBC) requests and Notice of Findings and Recommendations (NFRs).

Approach
During the execution of this contract, Trilogy support has included: financial process improvement and audit readiness, audit liaison, corrective action plans, NFR remediation, financial reporting, OMB A-136 compliance, preparation of financial statements, GTAS and quarterly/year-end processing, OMB A-123 compliance, internal controls assessments and process narrative reviews, accounting policy review and updates, accounting operations support and Treasury Financial Manual (TFM) compliance reviews, and financial system support and reconciliation of procurement and finance data.

Results
As trusted advisors to VA, Trilogy was relied upon to provide an enterprise level assessment of business and accounting operations and provide recommendations to leadership. We have also been able to review project management procedures and daily operational processes and make recommendations for improvement and helped VA clear an audit material weakness by redesigning the annual close cycle.

Overview
Both the SSVF and GPD offer communities and VA medical facilities ways to assist homeless Veterans with housing and services. Program designs are diverse, ranging from transitional housing projects and apartment-style transitional housing to service centers offering outreach and supportive services. Trilogy Federal provides critical support for both initiatives by performing financial and operational fitness audit (FOFA) reviews in coordination with the Office of Business Oversight (OBO) for over 75 grantee locations, ensuring that they’re run responsibly and sustainably for the program duration. Trilogy also identifies inconsistencies, develops robust risk assessment tools, and identifies areas of improvement to allow for more efficient financial management of each site.

Approach
Using proven and comprehensive project management procedures, Trilogy works through each FOFA methodically, from kickoff and trainings to onsite evaluations to follow-through on recommended action plans. Each step of the process is conducted with a goal of exceptional service and measurable results.

Results
To date, Trilogy has performed over 200 financial and operational fitness audits across the continental United States and assisted grantee locations in understanding and implementing report information to best serve Veterans, their families, and their communities.