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HomeMy WebLinkAboutR-75-0586`damtl'?S Mtrab RESOLUTION NO 75-586 A RESOLUTION RECEtV1NO THE ANNUAL POST AUDIT REPORT PREPARED EY TOU t E, ROSS 4& COMPAiNY AND AUTMORI2INO TMECITY C1ER1 TO RETAIN SAID REPORT AS A PUSt tC RECORD 'OR A MINIMUM OP TEN (10) YEARS. 4 WT1EREAS, Chapter 10.500, Rules of the Auditor 'General, require municipalities to be subject to an annual post audit by an independent certified public accountant retained and paid by the municipality; and WHEREAS, Chapter 10.510, Subsection 6 requires that the annual post audit report shall be received by the municipality at a regular meeting of its' governing body; NOW, THEREFORE, BE IT RESOLVED BY THE COMMISSION OF THE CITY OF MIAMI, FLORIDA: Section 1. The annual post audit report prepared by Touche, Ross & Company be, and it is hereby. received by the municipality. Section 2. The City Clerk be, and he is hereby, authorized and directed to retain the aforesaid report as a public record for a minimum of ten (10) years. PASSED AND ADOPTED this 12 day of JUNE 1975. 1AURICE 1\, FERRE Attest: PREPARED AND APPROVED BY: Assistant City Attorney APPROVED AS TO FORM AND CORRECTNESS: Cohn $, Lloyd Gam" r�/I Citytorney "DOCUMENT INDEX ITEM N - MAYOR H , D. SOUTHERN City Clerk "DOCUMENT INDEX ITEM NO /5 CITY COMMISSKJN MEETING OF' JUNi21975 mom f40,24:741'4 I ,„ CH E OSS Pit, CO. tt t*tit it't, tiut4i t AtcbUktAiiits tffikt 1'060 '1i1V't-RGAtt "PtA2A 444 Valtktti. ;AvENt't i3111~ 1v11, 't tiit 1 C A 11111 April 1., 1075 Monorai le Mayor and City Co niissibners City of Miami, rlorida n connection with our examination of the financial state- menta of The City of Miami, pioriela, for the year ended September 10, 1974, we became aware of weaknesses in internal control and oeerating procedures both within and outside c., financial area. These weak- nesses were not of such magnitude that they would significantly affect the fair presentation of the financal statements taken as a whole. However, we believe they require management review and evaluation. Our comments have been discussed with appropriate personnel and, in some capes, necessary corrective measures may already have been put into effect. Since our review of the system of internal control was con- ducted primarily to enable us to express an opinion on the financial statements taken as a whole, our review would not necessarily disclose all weaknesses in the system which may exist.' Electronic Data Processing: We are aware that the City is planning for a major data processing instal'ation, including data processing services which would be available to the,Fina,v-n Department. We believe that the City is at a point in its growth where it has become essential to automate its data processing to the extent practical, and we recommend that planning to this end be continued. In its system development and equipment selec- tion ,effort, we urge that the City give'high priority to the needs of the Finance Department. At the present time, the data processing equipment in the Finance Department is card oriented and not capable of meeting the potential for automated systems requirements in the Finance Department. We believe that there are a number of applications in finance and re- lated areas where the City could effecti7.:ly utilize data processing capabilities. For example, the general ledger and peripheral account- ing records could be automated. Currently, an excessive amount of time is expended collating and summarizing information which is posted to the general ledger. Subsidiary records such as accounts receivable itdc er§and iikbd ass {fs records "could be mete tfftetit@iy triai'tteirted by tbP tyttemt. At tht prtsel t imL. detail i9•tfot- iatibrt to aportifig these aceoutt t is hi iitnal. other applicatiOns that teuid be titt tt` ively it pletictitcd ate Bash t'tianagetefit. inventory controls attd .,rogrtim to aetouht rot federal gt-attts i tttnal ebhttb1J5Ve .Dai.•..a t eessit .,bt ar't rieri't We made a litited review of the system of internal control employed ih the data processing area and tinted the folltWing weaknesses e Programming personnel operate the eottiputer on regular processing runs. No program manual exists which sets forth standardized programming techniques and procedures such as program documentation, program testing and program changes. Plow charts are riot a»'ilable for all programs The file cabinets used for storing programs and pro- gram cards are not 1c7.ked. These are accessible to all employees within the department. 5. There are no program run books or logs maintained. b. Backup programs and program documentation are not maintained. 7. There is little or no participation by user depart- ments in review and testing of programs or in verifi- cation of data processing output. 8. The data processing installation and equipment are L-t restricted to access by department personnel. The installation may be entered by all employees In order to held, achieve adequate control over the data processing department, it is imperative that these weaknesses in the system of internal control of the ;ata processing department be corrected. A good system of internal control helps insure that in- formation processed is accurate and reliable. Internal Auditing: The activities of the internal audit department are limited almost exclusively to the review of specific transactions within certain balance sheet and revenue accounts. We believe that the City would benefit from expansion of their function into all areas of financial signifirance such as purchasing, inventory control, budgeting. expenditure control and monthly financial reporting. By expanding the internal audit department's scope, management should receive the benefit of a more objective appraisal of the City's performance in these areas. lh addition, it appe *- 1,:lat the internal audit department dots not review the financial information r cation prepared by the data ltt-oetssittq department. At present, the data processing department is independent, having nb outside challenge, egeept to the extent that output it reviewed by th- treat departments. We believe that the functions of the inter is audit department §load include review of computer applications, documentation of systems and programs, and internal controls over the data processing department. Effective implementation of this policy may require additional personnel or specialised training for current 1...:ra+ittnel as to proper procedures for review of internal controls for a data processing department. PetliCiA _ arcc c e.s_ ' Ar al.: No formal manual for accounting and data processing pro- cedures currently exists. We recommend that a formal procedures manual be prepared to document all accounting and data procetai.ng policies and procedures. This woul 4 help to insure that accounting policies and procedures are eonsiste.Lcly applied and transition periods for new personnel would be less difficult. General_Ledger__and Journal _Entries: We suggest that a formal chart of accounts be developed. The chart of accounts should be such that adequate management in- formation can be derived from the accounting records, but not so detailed as to be cumbersome. Grants Management: • It appears that increasingly larger amounts of money will be available in the form of special grants and/or cost reimbursement programs. The monies received under each program will have to be accounted for e•^tDarately. We recommend that the City establish a standardized procedure to account for monies received. This could be a relatively simple accounting under the present hand posted 'ac- counting system. When expanded data processing capabilities are available to the Finance Department, the system could be expanded. A uniform method of accounting for special grant funds shou].d help simplify the City's record keeping, and a demonstrated capability to properly account for funds received under special grants and cost reimbursement programs, may enhance the City's capabilities in ob- taining such funds. Accounts Payable: To avoid duplicate payment of vendors invoices, we recommend that both vendor invoices and the voucher copy be cancelled upon payment. At the present time, purchase orders and vendor invoices are retained in separate files. We recommend purchase orders be attached to and filed with vendor invoices to afford easy comparison of prices, quantities, discounts, etc. • tit'O 1 !lsd it Was doted that tlic 'City 'hilt:. oii Book t dit1 p yab is and t1''pcsitS4 #liist+ accounts !Mould bo toviewod ptivi,i(1i e'al ly and amouttts which are tot vxpoett'd to btk pri id !thoula to writtensoft if within local restrictions. To facilitate review of and eontrol over such payaties. subsidiary lodgers or account analyses should be prepared which includes the aotail necessary to determine their status. toe recOMMend that the City institute a voucher register system for accounts payable. As vendor invoices were received, the corresponding encumbrance would be reversed and the charge to an asset or expenditure and a credit to accounts payable would be re- corded. This procedure would substantially eliminate the time Cori- suming search for unrecorded payables and encumbrances at year end. Dash Disbursements It appears that too many 'mployees have access to and tine of the check signing machines. We recoinrnend that use of the cheek signing machines be restricted to one or two !rriployees. Payroll, Personnel, Employment and Rates Authorizations We were unable to locate the exemption certificate (Form W-4) for some employees. • The payroll records should be kept current and there should be adequate documentation for all payroll deductions. It wa., noted that payroll checks and employee earning re- cords (Form W-2) were forwarded to department heads for distribution to employees. To provide greater internal control over payroll, periodic surprise payroll payoffs should be made by the internal audit department, and the W-2 forms should be mailed directly to the employees. In addition, the internal audit department should peri- odically compare the endorsements on payroll checks to signatures on W-4 withholding forms to insure that the individual cashing a payroll check is the same individual who signed the W-4• withholding form._ Receiving Department: Presently the City does not have a centralized receiving department Orders for goods are placed >.y the Purchasing Depart- ment and the goods are received by the respective user departments. Substantially all goods received by the City should be cleared through a centralized receiving department which is ind pendent of the purchasing, accounting and user departments. This department should be responsible for determining the quantity and quality of goods received, that the goods received are in ateot-dat c+ 'pith the purchase •order, for the preparation tit a rtceiVing report trd for the transmittal of °goods received to the user departiixetits. The,rectiving •.tocunent issued should be a multiple part renumbe ftd fort with copies going to 1. User departmefits -- to enable the storekeeper to make an additional check - ': the materials prior to signing a receipt for them and as a source for the entry in the department's perpetual inventory records, Accounting department -- as evidence that the goods ordered were received in satisfactory condition in support of recording and paying the vendor's invoice, Purchasing department- -- to provide information for any necessary follow-. p and as a source of information for future ordering. The original should be retained by the receiving department as a permanent record of the receipt. All deliveries to user depart- ments from the receiving department should be accompanied by an authorized delivery advise or materials release. Establishing a receiving department, as described above, would not only greatly increase internal controls over receiving and accounts payable but would also enhance existing internal controls over materials usage and facilitate the use of economic order quan- tities. Physical Inventory: Several problems were encountered, during our observation of the physical inventories at the City motor pool and property main- tenance department: 1. The counting of physical inventories extended over several days and the operations of the departments, continued during the time the inventory was being taken. 2. There were not enough personnel available to take the inventory. Additional staff, perhaps from the accounting and internal audit departments, and more experienced staff should greatly improve efficiency and internal controls overthephysical inventory counts. 3. Shipping and receiving continued during the inventory without adequate controls. Proper controls should be established over the movement of inventory during the physical counting to insure that counts are correct and cut-offs accurate. t�Utr 3 emu, We recomme.d that steps be takeh improvo physivAl. f�ttif tury procedurts 80 Lid to promote- vffidi'tthc:y and str-t...hOt1 oit iut •tii it tOhtrotss . tte trity ov#r.InventorYt Th+e . s .t urity • t the City's tiotbr pool appears to be last and it would he relatively easy tor someone to misappropriate sigma tti 'icaht. nThoutht:s of inventory. We recotnt ehd that action be taken to strtngthen security at the ;notor pool. !eeOtxtts .rteeiwabl.e; It was noted t at the City retains mazy delinquent rents, waste collection charged, taxes acid assessments on the financial records for long periods of time. We recommend that the City give additional attention to the collection of delinquent receivables and write --off all uncollectabie receivables when appropriate, in light of statutory requirements, to addition, subsidiary ledgers or analyses should be maintained detail the individual or entity that owes the balance together with dates, amount and des- cription of receivables for all accounts, assessments, taxes and other receivables. This should increase the City's control over such receivables and aid in their collection. Fixed Assets: The city does not depreciate enterprise fund or infra governmental fund fixed assets. To comply with generally accepted accounting principles and to fairly present the operations of these funds, depreciation should be recorded. Stadium Enlargement Fund: At September 30, 1974, September 1, 1968 in the amount Florida National Rank account. reissued asrequiredto prevent misuse of these funds. Cash: the City had on hand checks dated of $35,050 drawn on the City's These checks should be voided and the misplacement of the checks or During our examination of cash we became aware that the City redeems all items charged back against their bank accounts by c positing their own funds in an amount sufficient to cover the amount charged back by the bank. The City then follows up on collection of the items charged back, itself. In order to help insure that. deposits charged back by the bank are properly accounted for and and there is adequate follow up on item= charged back by the bank, we r §mm nd that t*. i City change itt pooicy t alto the tape, banks to handle that, 41 back§ by entry in the eityl t #ce iu1'1' t Certi Etd Public °able Members of the City Cot'it ission toy o _0 s 4. The Dade Coutityr Department of Public Works has completed appraisals for the acquisition of right=oftway for the Boulevard, ttigirieerirfg work for the boulevard is fib* ur►rlerway1 COMMtN1 ATION The preliminary toning recommendations Made by the consultants specify that the existing C.4 General Commercial zoning on the Boulevard should be eha.nged to encourage a balance of lbw density residential and local commercial activity complemented by proposed open space and recreationa.1 areas. It is therefore recommended that the Commission extend the MLI< Interim Zoning District for a period of six months in order to provide adequate time for the Planning Department to review the zoning recommendations as accepted by the Model City Administering 13oaa:da Additionally, this extension would allow time for the necessary public hearings by the Planning Advisory Board and the City Commission. Page 2 of 2