HomeMy WebLinkAboutM-86-0812.1Cesar M. Odio
F"I "! City Manager
9/25/86 Commission
11"ItRaNc[s: .4 e e t i n g
cNCLosu"ss:
The matter of the Ci ty's audi t of Casi no Espanol ' s membershi p
program is being scheduled on this agenda pursuant to Motion Ito.
86-740, adopted by the City Commission on September 11, 1985.
t� Cesar H. Odio °'c" September 23, 1986
Ci tv Manager
r" `c. 86 -42 9
•u.�eer Summary of Review of Casino Esrar:
de la Habana, Inc., Membership Re
and Fees Paid for the Period
Sujan S. Chhabra, Dir or nErcncNCES' February 8, 1984 through
Department of Inter 1 A i,. September 18, 1986
and Reviews cs.
The review disclosed the following information pertaining to the Casino Espanol
de la Habana, Inc., membership roster and fees paid, for the period February 8,
19e4' through September 18, 1980:
1. The second (current) roster was the same as the first roster submitted
to the City, the rosters were not dated.
2. Only ninety-seven of the two hundred and eight (208) membership roster
could be traced to signed membership applications. However, there
were 204 signed membership appl ications which were presented to the
auditor.
3. The pay+:ient schedule of membership fees collected in the amount of
$61,660 could not be verified as correct since copies of pay„menz
receipts were not available for the review. However, as per the bank
statements, total deposits made were $91,040 ($29,38C remains
unexplained).
4. Bank balances of $57, 518 as of August 31, 1986 and September 11, 1986
could not be verified as correct because the documents required were
not available for the .review. As per bank statements, deposits made
• • were $31,040 and expenditures were $33,522, leaving a balance of
$5 7, 518.
5. Photocopies of two notarized letters from the NCNB National Bank to
the City Commission indicated that there were balances for two
accounts in the amount of $83,557.10 and $7,086. However, there were
no bank account numbers for these accounts in the letters and the
required documents were not available to support these balances.
6. Due to limited time, additional information needed will be obtained at
a later date, if requested.
7. Fieldwork on this review was completed on September 19, 1986.
is
1,
Ref : 28/10/E
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:,, °"�4
CITY OF MIAMI. f'I.,OPIOA
OFricE or imTILMNAA, AUDITS, }
AI InIT rlCrtbri -
Cesar H. 0dlo ° September 23, 1986 �'I" Sfi-92
City Manager
•""' Review of Casino Espanol de la
Habana, Inc., Membership Roster
and Fees Paid
Su jan S. Chhabra, Direct '`"`�' For the Period February 8, 1984
Department of Internal ud is trough September 18, 1986
and Reviews
I. DESCRIPTION
A. Pursuant to the request of Ron E. Williams, Director of General
Services Adrinistration Department, the records of the Casino Espanol
de la Habana, Inc., were reviewed for the period February 8, 1984
through September 18, 1986, to determine whether or not:
1. The members listed on the first roster were also included on the
current (second) roster submitted to the City on September 19,
1986.
2. The names of the mer:b°rs on the current roster can be traced to
the individuals' m&nbershlp application.
3. The amcunt of fees and dues paid by each member were listed on
the roster.
4: Membership fees and dues recorded as paid, could be verified to:
a. Copies of receipts issued to members for each payment.
b. Copies of bank deposit slips for membership fees and
dues deposi ted.
c. Bank balances on bank statements could be reconciled to
totals of membership fees and dues from payment
receipts and bank deposit slips.
S. Deposits derived from other sources could be verified.
Membership fees are shown below:
Membership Fees
1. Resident Family
2. Resident Personal
3. Non -Resident Family
4. Non -Resident Personal
M,on�thlx
Initial
Req n e im
$500.00
$20.00 $10.00
300.00
15.00 5.00
100.00
10.00
50.00
5.00 -
Cesar II. (_lciio �tmbership Roster � F`
City Manager � RG„42g
' Page 2 of 4
The attorney for thH Casino proiect, Lydia A, Fernandes, inform�i the
Ci ty (in a letter dated Septe��ber 19, 1980), that monthly membership
fees will not be assessed until such time as construction of the
protect comr�ences. Fbnrever, as an interim measure, the Board of
Direetors assessed a �lO and S5 monthly fee for resident family and
resident personal, respectively, effective August 1, 198b,
C. The records and dec�rnents made available for the review included the
photocopies of the membership roster, membership appl ications,
membership payments and bank statements. Other documents needed to
verify deposits and receipts were not available for the review, such
as copies of receipts for collections and deposit tickets for bank
deposits. Membership applications submitted did not apply to all or
the roster me^�bers. In addition. books of accounts were not requested
at this tune for the review due to the limited Lime for this requested
review, Other information w111 be supplied at a 1 ater date, i f
needed.
D. Fieldwork on this review was ccmpl eted on September 19, 1986.
II. PRIG Y�R'S AUDIT FI';DI4GS A`ID RECC�iMEN0ATI0NS NOT ACTED UPON
1. This i s an fn1 tial report.
III. CJRR:IT YEAR'S AtlDiT FINDINGS A„D RECCMDIENGATIOhS
A: FItiuI�;G �1 -Tire resul is frp�i the exa»;ination of the Casino Espanol de
la Habana, Inc. , records provided to the audi for are Shown below:
1: Me��`r_rshio Rosters
a. Tne current membership roster submitted to the City on
September 19, 1986 was found to be an exact copy of the
first menbership roster submitted to the City. These
.:�
rosters were not dated.
b. Only ninety-seven Hanes of members on the two hundred and
eight (208) member roster could be traced to copies of
' signed membership applications.
c. The schedule of membership payments indicated that only
forty-eight of the two hundred and eight (208) members on
the roster paid initial fees in the amount of 516,225,
2. Signed Membership Appi ications
a. Two twndred and four (204) signed membership applications
were submitted to the City on September 19, 1986.
b. The schedule of membership payments indicated that two
hundred and two (202) m�nbers listed on the applications had
paid their Initial fees.
C. In addition, nineteen membership applications that were not
signed were also submitted to the City.
��'����
�.. A J �.
' `y.
Cesar N. Odio Hobership potter b Fe
City tanager �'' � 86-429
' Page 3 of 4
l� t
3. Payment Schedule
-
Y'.. a. One hundred and seventy-two (172) members were listed as
having paid the initial fees totaling $61,660.
b. The schedule was not dated and it did not indicate when the
last payment was received.
co A copy of the receipt for each membership payments was not
available for the review. Therefore, these payments could
—> not be verified as received.
4. Bank Statements
a. NCNB National Bank of Florida Operational (Checking) Account
berr39,1 15-998
Bank statements for the period February 8, 1984 through
August 28, 1986 for the Operational checking account
indicated deposits of $32,671.39 and disbursements of
$31,940.66, leaving a balance of 1730.73, as of August 29,
1986.
b. NCNE National Bank o; Florida _Bui1_dinoFund_- (Checking)
c�cou^t Nun er 3G 371-797
Bank statements for the period May 31, 1984 through
Aucust 29, 1986, for the Building checking account indicated
deposits of $44,509 and disbursements of $1,582, leaving a
balance of $42,927, as of August 29, 1986.
r The bank balances of both of the above accounts could not be
verified as correct because the records required (copies of
customer receipts and deposit tickets or source of revenue)
were not provided to the auditor.
e. Ocean Bank of Miami Building Fund (Checking) Account Number
941005
_ A copy of the bank deposit ticket, with the assigned "-
membership nunber and the amount that each member paid on
the back of the ticket, for a total of $13,860 was deposited ;
on September 11, 1986.
V"
�AA VA4,64ve"!7�'.1."
coo
Sk
y.. 1
wos�r• ►;- v+iia Membership Roster $ =-
_`.
City Manager
86-429
Page 4 of 4
5. Summary of deposits and disbursements as of September 11, 1986,
obtained from bank statements and deposit tickets.
t
Banking Activities
Account Tv2e Deposits Disbursements
Balances
Operation $32,671.39 (S31,940,66)
$ 730.73
Building 44,509.00 ( 1,582.00)
_
42,927,00
Building (New) 13L860.00 -0-
13,860.00
$91,040.39 S33 522.66)
$57,517.73
Membership Payments $61 660.00
Unexplained Difference
The source of the $29,380.39 difference between
the records of
bank deposits and the membership payment schedule
could not be
determine from the records available to us.
B. FINDING #2 - Photocopies o' three notarized letters
from the NCNB
National
Bank and Ocean Bank addressed to the City Commission
were
submitted
to this department
as proof of the September 18, 1986
bank
balances
as of September 16,
1986. However, no account n=bers
were
listed on the letters, nor
were documents available to support
the
balances
of 57,086,97 and
583,577.10 indicated on the two
NCNB
National
Bank letters. The Ocean Bank account of $13,860 was verified
to the copy of the deposit
ticket and bank receipt submitted to
the
auditor.
C. FINDING #;; - There were no records or supporting documents suL--nitted
to the auditor to indicate that the monthly interim payments of S10
and SE had been collected fron the members as of this date
September 19, 1986.
I V. EXIT CONFERENCE .
Exit Conference could not take place because of limited time.
M'd/ so
cc: Juan Portuondo
Ron Williams
Al Armada
Audi for
File
Reader
Ref : 28 n on
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