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HomeMy WebLinkAbout1976-1977.AuditReport.RecommendationsHOCHE, BARKLAGE AND COMPANY, INC. A rROEE5510NAU CORPORATION CERTIFIED PUBLIC ACCOUNTANTS 1221 pH1A..AY CAPE GIRARDEAU M133OUR1 63701 September 26, 1977 To the Honorable Mayor, City Manager and City Council Cape Girardeau, Missouri Gentlemen: TE LE PHONE Based on our audit of the City of Cape Girardeau for the year ended June 30, 1977, we make the following comments and recommendations. Generally, the accounting records of the City were found to be in 'It, good condition, and the employees involved with the record keeping are doing an excellent job and were very courteous and helpful during the course of our audit, However, we feel that greater control can be ac- hieved in a few areas and therefore we make the following recommendations. Greater emphasis should be placed on correct classifications in the D various expense accounts. Classification instructions to the department heads and a coding review by someone in the accounting department will be helpful in achieving correct classification. The resulting product will allow a more meaningful comparison between what was budgeted and what '-� 'actually occurred. The City Council should consider approving delinquent sewer tax bill write-offs,_... Delinquent sewer tax bills should be written off at the time Y� they are deemed non -collectible or after the expiration of a certain period of time (maybe 5 years). Additionally, the City Manager, or his representative, should by written authorization approve adjustments other _- _ than write-offs_ Approval by someone outside the sewer tax office would enhance internal control within the sewer tax department. tc, All amendments to the adopted. budget should be authorized by the City Council and recorded in the minutes, r°wLn�j�,e Monies received by the engineering and inspection department_ should &"(/be submitted to the City Collector weekly_rather than monthly. This Uwould allow the City to use the money as it is received and would allow Qfor greater safekeeping (monies have accumulated to more than $8,600.00 ✓IBJ before being deposited), aXr� �'ii Uv V HOCHE, BARKLAGE AND COMPANY, INC. A PROFESSIONAL CORPORATION CERTIFIED PUBLIC ACCOUNTANTS 1221 BROADWAY CAPE GIRARDEAU MISSOURI 63701 (Memo arising from 6-30-77 audit) City Collector /0-3-7'? In order to facilitate next year's audit and to rationally account for court orders which change assessed valuations, we suggest consideration of the following system of recording court orders: 1. Develop a pre -numbered court order ticket which includes the following information: (a) Signature (initials) of the person in collector's de- partment who receives court orders, (b) Taxpayer's name and address. (c) Court order number and tax bill number. (d) Net increase, decrease or no change, in valuation, (e) Dollar amount of change (f) Signature (initials) of the person in collector's de- partment who posts court orders. 2. Court orders which include changes for more than one in- dividual should have a ticket issued for each individual. 3. All tickets, after posting, should be attached to their respective court order and filed by type of tax in numerical order. 4. Post all court orders, even those with no change - all court orders most be accounted for. 5. _Tie out the current and two preceding years' tax bills through receipts at April or later, if possible, b 6. Maintain list which reflects all adjustments for each tax L, account, e.g. a list for peronal, real and merchants and s �'rz�;,r manufacturers taxes. This list should be kept current at all times. Street tax bills as recorded in the street tax book should be �.q�✓ reconciled to the engineer's report and any amendums. Allocations of charges between the general fund and the motor fuel fund should be verified. You should especially verify projects involved in more (l _ Lf,e % 1 than one fiscal year. _Engineers' reports, which are submitted for payment, should U141 always be checked for math errors in extensions and footings. The individual who verifies the math should notate it in some manner. Reconciliation of amounts previously paid to the payment requested and the contracted amount should also be notated and evidenced. ovv_All purchase orders and paid invoices should be stamped paid or physically canceled by another means. This would avoid any possibility of duplicate payment of an invoice. MF'M0R'.NnIII4 FROM: N t-' TBJ: nr'O-,IT° OF IN`TION +..- i - htD'. L.LCc. v'cvnQ, c.,� .. r9v,;:.z Evrnv... x/ob.s� 3L4.yo fig`i.oa, bo oa 36,,t /3;` __ 7ql. 7>-- 5�8,�1" 7`!/.7c V`l` °a $e.00 5136 +, q,✓ (,63a yf 458uzl /Sq.oa yL Ob' 9V.,00 7ca.`�� Syd,uc bi i;a q. ✓ /,/ 35 0 re, 2,1`I13 a9 ° i & lo3r Yom✓ /�'.., ,,�� /.I K+I rs,Y oaf �o51,/G✓ r Y vo /r 13 >., '�(/n�,_a✓ 10.0�� 9ioo _Lz£'° _. 00, yvl�� I I� I � I ` IJI-) �' TOiHL 1-31 2,3� q-, 3 9/ E,cr.. 66 .7_3 1 nj �I A J 17 - htD'. L.LCc. v'cvnQ, c.,� .. r9v,;:.z Evrnv... x/ob.s� 3L4.yo fig`i.oa, bo oa 36,,t /3;` __ 7ql. 7>-- 5�8,�1" 7`!/.7c V`l` °a $e.00 5136 +, q,✓ (,63a yf 458uzl /Sq.oa yL Ob' 9V.,00 7ca.`�� Syd,uc bi i;a q. ✓ /,/ 35 0 re, 2,1`I13 a9 ° i & lo3r Yom✓ /�'.., ,,�� /.I K+I rs,Y oaf �o51,/G✓ r Y vo /r 13 >., '�(/n�,_a✓ 10.0�� 9ioo _Lz£'° _. 00, yvl�� I I� I � I ` �-' 7 t C u=33zs- -44s, /love e -•. (Po. zoor rr-rs ��� CITY 'OFT9 ff' rll"P EAU 15 \a'7 .�,y m -R IA! Office of the �wylppEnd..M<5 221 North Fountain Street City Engineer Cape Girardeau, Mo. 63701 December 21, 1.977 YU40RAi'iDTJM To: David G. Colliery City Collector From: Cly A. Lowes, City Engineer Subject: Deposits of Inspections Fees This is to confirm our conversation on November 22, that the Code Inspectors will turn in all fees collected when the amount exceeds $ 19000.00. However, should this amount occur within the last week of the month, they will go ahead and turn it in as a regular monthly turn—in. When the amount of S 1,000.00 is reached early in the month, the Code Inspectors will turn it in, you or your people will give them :: receipt for x number of dollars which they will attach to their regular monthly turn—in, in place of the cash or checks that they would have had during the month. I would appreciate it, possibly next year, if you would explain to the auditors that many of the monies billed by this department are not physically handled by this department. In other words, inspection fees charged to developers are billed from this department but collected directly by your people. If for some reason this arrangement does not work, or if it appears that another system would be more functional, please advise. GAL:rlb fl a I;I CITY OF CAPE GIRARDEAU, MISSOURI AUDITORS' REPORT REVENUE SHARING FUNDS JUNE 30, 1977 (26 2 016 001) 0 u: G TABLE OF CONTENTS Page Auditors' Report on Financial Audit . . . . . . . . . . . . . . . . . . 1 Statement of Changes in Available Funds for the Year Ended June 30, 1977 . . . . . . 0 2 Statement of Obligations Incurred for the Year Ended June 30, 1977 . . . . . . . . . . . . . . . . 3 Summary of Data Submitted to the Bureau of the Census for the Year Ended June 30, 1975 . . . . . . . . . . . . . . . . . . . . 4 for the Year Ended June 30, 1976 . . . . . . . . . . . . . . . 5 for the Year Ended June 30, 1977 . . . . . . o . . . . 6 Auditors' Report on Compliance . . . . . . . . . . . . . . . . . . . . . 7 0 HOCHE, BARKLAGE AND COMPANY INC A PROFESSIONAL CORPORATION CERTIFIED PUBLIC ACCOUNTANTS 1221 BROADWAY CAPE GIRARDEAU MISSOURI 63701 August 22, 1977 To the Honorable Mayor and City Council City of Cape Girardeau, Missouri We have examined the Revenue Sharing Fund Statements of Changes in Available Funds and Obligations Incurred for the year ended June 30, 1977, and have compared the financial data included on Bureau of Census Form,RS-9 with audited records of the City of Cape Girardeau, Missouri, for the years ended June 30, 1975, 1976 and 1977. Our examination was made in accordance with generally accepted auditing standards and the "Audit Guide and Standards for Revenue Sharing Recipients" issued by the Office of Revenue Sharing, U. S. Department of the Treasury, and accord- ingly,'included such tests of the accounting records and such other auditing procedures as we considered necessary in the circumstances. In our opinion, the Statements of Changes in Available Funds and Obligations Incurred present fairly the revenue, expenditures, obli- gations incurred and status of revenue sharing funds of the City of Cape Girardeau, Missouri, for the year ended June 30, 1977, in conformity with generally accepted accounting principles applied on a basis con- sistent with that of the preceding year. Further, the financial data shown in the Bureau of Census Form RS -9 for the years ended June 30, 1975, 1976 and 1977, are in agreement with audited records of the City of Cape Girardeau, Missouri. Certified Public Accountants MW TELEPHONE 14) 334-3011 j 0 CITY OF CAPE GIRARDEAU, MISSOURI REVENUE SHARING FUNDS STATEMENT OF CHANGES IN AVAILABLE FUNDS FOR THE YEAR ENDED JUNE 30, 1977 (26 2 016 001) Available funds, beginning of year: Unappropriated Unencumbered appropriations Total Add revenue: Entitlement payments Interest Total Less unappropriated, end of year Available for obligation during year Less: Expenditures (cash) Encumbrances (net) Total obligations incurred Unencumbered balance, end of year Unappropriated, end of year Available funds, end of year Per books Adjustments Adjusted $ 200,452.00 $ 1,568.00 103,552.00 - 103,552.00 $ 103,552.00 $ - $ 103,552.001 634,862.00 - 634,862.00 22,317.00 1,568.002 23,885.00 $ 760,731.00 $ 1,568.00 $ 762,299.00 $ 760,731.00 $ 1,568.00 $ 762,299.00 $ 749,105.00 $ - $ 749,105.00 (188,826.00) - (188,826.00)3 $ 560,279.00 $ - $ 560,279.00 $ 200,452.00 $ 1,568.00 $ 202,020.00 $ 200,452.00 $ 1,568.00 $ 202,020.00 Footnote 1: The cash balance of this fund at June 30, 1976, was $299,232.00. Encumbrances at this date amounted to $195,680.00. Footnote 2: The City loaned $180,000.00 to the General Revenue Fund from the Federal Revenue Shared Fund for a period of 34 days and failed to credit the Federal Revenue Shared Fund with interest on the loan as required. Investments by the city yield 9.35% for the period of time the loan was outstanding. Footnote 3: The City maintains its accounts on the cash basis. Encumbrances have been applied to the account figures to obtain the figures for Obligations Incurred during the period. 2 - a h U H O M 2 zH H 24A rA VQ z O O W O H H O cn W 00 0 0000 0 0 V C1 u •r�l v rn In � o � In .o vi rn dJ M 1� r -i M 1, r-1 00 %0 1� 0 0 0 O%0Nt-It %0 N . . 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All other From other local governments From Federal Government (directly) Reported Audit to census adjustments Adjusted $ 620,499.00 $ - $ 620,499.00 1,483,692.00 - 1,483,692.00 113,149.00 - 113,149.00 395,693.00 - 395,693.00 85,756.00 - 85,756.00 776.00 - 776.00 205,618.00 - 205,618.001 44,727.00 - 44,727.00 267,334.00 - 267,334.00 77,878.00 - 77,878.002 2,255.00 - 2,255.00 790,754.00 - 790,754.003 Footnote 1: Merchants licenses (sales) $180,005.00; engineer and inspection fees $25,110.00; dog licenses $503.00. Footnote 2: Flood assistance $29,213.00; secondary sewage treatment plant $36,200.00; police mobile radio reimbursement $1,166.00; police training manuals $1,930.00; library state aid $9,369.00. Footnote 3: Secondary sewage treatment plant and grid station $186,400.00; airport improvement project $42,464.00; open land space for parks $19,610.00; Federal Revenue Sharing $542,280.00. - 4 - 4 r n CITY OF CAPE GIRARDEAU, MISSOURI SUMMARY OF DATA SUBMITTED TO BUREAU OF THE CENSUS FOR THE YEAR ENDED JUNE 30, 1976 (26 2 016 001) PART I 1. Property taxes 2. Sales taxes: (a) General sales tax (b) Cigarette and tobacco taxes (c) Public utilities tax 3. Licenses, permits and other taxes: (a) Motor vehicle licenses (local) (b) Fees retained from tax collections by officials of your government (c) Other PART II From state: 1. General support: (a) All other (intangible tax) 2. Streets and highways 3. All other From other local governments From Federal Government (directly) Reported Audit - 31,583.00 to census adjustments Adjusted $ 630,308.00 $ - $ 630,308.00 1,649,192.00 - 1,649,192.00 119,345.00 - 119,345.00 493,915.00 - 493,915.00 88,025.00 - 88,025.00 808.00 - 808.00 219,596.00 - 219,596.001 31,583.00 - 31,583.00 281,118.00 - 281,118.00 397,351.00 - 397,351.002 30,710.00 - 30,710.00 2,269,003.00 - 2,269,003.003 Footnote 1: Merchants licenses (sales) $180,998.00; engineer and inspection fees $37,994.00; dog licenses $604.00. Footnote 2: Secondary waste treatment plant $317,925.00; police communication equip- ment $8,982.00; police polygraph training reimbursement $4,074.00; library state aid $9,364.00; public service employee program reimburse- ments $57,006.00. Footnote 3: Federal Revenue Sharing Funds $608,269.00; open land space for parks $69,610.00; secondary waste treatment plant $1,591,124.00. - 5 - IJ CITY OF CAPE GIRARDEAU, MISSOURI SUMMARY OF DATA SUBMITTED TO BUREAU OF THE CENSUS FOR THE YEAR ENDED JUNE 30, 1977 (26 2 016 001) PART I 1. Property taxes 2. Sales taxes: (a) General sales tax (b) Cigarette and tobacco taxes (c) Public utilities tax 3. Licenses, permits and other taxes: (a) Motor vehicle licenses (local) (b) Fees retained from tax collections by officials of your government (c) Other Reported Audit to census adjustments Adjusted $ 665,495.00 $ - $ 665,495.00 1,838,463.00 - 1,838,463.00 124,401.00 - 124,401.00 615,625.00 - 615,625.00 90,125.00 90,125.00 1,022.00 - 1,022.00 255,743.00 - 255,743.001 PART II From state: 1. General support: (a) All other (intangible tax) 33,939.00 - 33,939.00 2. Streets and highways 284,297.00 - 284,297.00 3. All other 752,561.00 - 752,561.002 From other local governments 27,469.00 - 27,469.00 From Federal Government (directly) 3,966,228.00 - 3,966,228.003 Footnote 1: Merchants licenses (sales) $210,298.00; engineer and inspection fees $43,805.00; subdivision plat fees $1,150.00; dog licenses $490.00. Footnote 2: Secondary waste treatment plant $658,180.00; public service employee program reimbursements $69,586.00; police training reimbursements $14,346.00; library state aid $9,357.00; boarding state prisoners $1,092.00. Footnote 3: Secondary waste treatment plant $3,289,400.00; municipal airport im- provements $16,621.00; EPA grants $5,300.00; boarding federal prisoners $435.00; open land space for parks $19,610.00; Federal Revenue Sharing Funds $634,862.00. n 0 HOCHE, BARKLAGE AND COMPANY, INC. A PROFESSIONAL CORPORATION CERTIFIED PUBLIC ACCOUNTANTS 1221 BROADWAY CAPE GIRARDEAU MISSOURI 63701 August 22, 1977 REPORT OF INTERNAL ACCOUNTING CONTROLS AND COMPLIANCE MATTERS To the Honorable Mayor and City Council City of Cape Girardeau, Missouri We have examined the Revenue Sharing Fund Statements of Changes in Available Funds and Obligations Incurred for the year ended June 30, 1977, and have compared the financial data included on the Bureau of the Census Form RS -9 with the audited records of the City of Cape Girardeau, Missouri, for the years ended June 30, 1975, 1976 and 1977. Our examination was made in accordance with generally accepted auditing standards and the "Audit Guide and Standards for Revenue Sharing Recipients" (Guide) issued by the Office of Revenue Sharing, U. S. Department of the Treasury, and accordingly included such tests of the accounting records and such other auditing procedures as we considered necessary in the circumstances. As part of our examination, we made a study of those internal accounting and administrative control pro- cedures and compliance matters that we considered relevant to the criteria established by the Office Of Revenue Sharing as set forth in Section V. D. of its "Guide." The objective of internal accounting control is to provide reason- able, but not absolute, assurance as to the safe -guarding of assets against loss from unauthorized use or disposition, and the reliability of financial records for preparing financial statements and maintaining accountability for assets. We understand that the objective of those administrative control procedures comprehended in the Office of Revenue Sharing's criteria is to provide similar assurance as to compliance with its related requirements. The concept of reasonable assurance recognizes that the cost of a system of internal control should not exceed the benefits derived and also recognizes that the evaluation of these factors necessarily requires estimates and judgments by manage- ment. - 7 - TELEPHONE (3 1 A) 036-301 1 C 0 There are inherent limitations that should be recognized in consider- ing the potential effectiveness of any system of internal control. In the performance of most control procedures, errors can result from mis- understanding of instructions, mistakes of judgment, carelessness or other personal factors. Control procedures whose effectiveness depends upon segregation of duties can be circumvented by collusion. Similarly, control procedures can be circumvented intentionally by management with respect either to the execution and recording of transactions or with respect to the estimates and judgments required in the preparation of financial statements. Further, projection of any evaluation of internal control to future periods is subject to the risk that the procedures may become inadequate because of changes in conditions, and that the degree of compliance with the procedures may deteriorate. We understand that procedures in conformity with the criteria re- ferred to in the first paragraph of this report are considered by the Office of Revenue Sharing to be adequate for its purposes in determining the adequacy of internal control and compliance with laws and regulations applicable to the revenue sharing program, and that procedures that are not in conformity therewith indicate some inadequacy for such purposes. Based on this understanding and on our study, we believe that the City of Cape Girardeau's procedures were adequate for the purposes of the Office of Revenue Sharing. This report is intended for use in connection with the Revenue Sharing Program to which it refers and should not be used for any other purpose. Certified Public Accountants :9-M