HomeMy WebLinkAboutAgenda Statement 1979/11/06 Item 19
CITY OF CHULA VISTA
COUNCIL AGENDA STATEMENT
Item No. 19
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For meeting of 11-6-79
ITEM TITLE
Resolution?J>~' Approving an additional accounting position in the
Finance Department and Appropriating Funds
SUBMITTE~Director of Finance
ITEM EXPLANATION
(4/5TH'S VOTE REQUIRED YES~ NO____)
At the Redevelopment Agency meeting of October 4,1979, Mr. Wayne Carroll,
City Auditor representing Carroll and Pendleton, Associates, Certified
Public Accountants, presented the audit report for the fiscal year ending
June 30, 1979. In his remarks to the Agency, he expressed his concern for
an additional professional accountant. He stated that while the City budget
has increased from 8 million dollars in 1970 to 20 million dollars in 1979,
(2 1/2 times) there has been no additional staffing in the Finance Depart-
ment.
,
The Redevelopment Agency was created in October, 1972, with the Director
of Finance appointed as Treasurer. Currently during the 1979-80 fiscal year,
the Redevelopment Agency is providing technical services for two comprehensive
project areas; namely, the Bayfront/Town Centre and Town Centre II areas.
In connection with the combined Bayfront/Town Centre project and to illustrate
the substantial increased activity, the following bond sales have been
completed or will be shortly.
Residential Mortgage
Revenue Bonds
$ 7,150,000
$11,350,000
$26,300,000
Sold in October, 1979
Sold in September, 1979
Sold in October, 1979
Sold in July, 1979
Accomplished March, 1979
Tax Allocation Bonds
Construction Loan Notes
County/Agency Lease
Revenue Bonds
$51 ,OOO~OOO
Agreement_
Other
Resolution1:..
$ 3,330,000
EXHIBITS
Ordinance_
Defeased Bayfront Bonds
Plat
-
Notification List_
ENVIRONMENTAL DOCUMENT: Attached___ Submitted on
FINANCIAL IMPACT
Ap~ropr1ate $10,990 from. the unappropriated balance of the General Fund
WhlCh wlll be totally relmbursed from the Agency, SCOOT, and the Community
Development Block Grant Program.
STAFF RECOMMENDATION
Approval.
BOARD/COMMISSION RECOMMENDATION
N/A
COUNCIL ACTION
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Form No. F-229
12/73
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CERTIFICATE OF CITY/DIRECTOR OF FINANCE
Certification of Unappropriated Balance
I HEREBY CERTIFY that the money required for the
appropriation of funds for the purpose set forth in the attached
resolution is available in the Treasury, or is anticipated to
come into the Treasury, and is otherwise unappropriated.
Amount $ 10,990.00
Fund General
Purpose Additional Accounting Position in Finance Department
Bidder N/A
00 0420 5101
00 0420 5141
00 0420 5142
$9,670.00
1,040.00
280.00
$10,990.00
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Director of Finance
The City of Chula Vista
Date
11/2/79
By
Certification of Unencumbered Balance
I HEREBY CERTIFY that the indebtedness and obligation
to be incurred by the contract or agreement authorized by the
attached resolution can be incurred without the violation of any
of the provisions of the Charter of the City of Chula Vista, or
the Constitution or the laws of the State of California, that
sufficient monies have been appropriated for the purpose of said
contract, that sufficient monies to meet the obligations of the
contract are actually in the Treasury, or are anticipated to come
into the Treasury to the credit of the appropriation from which
the same are to be drawn, and that said monies now actually in
the Treasury, together with the monies anticipated to come into
the Treasury, to the credit of said appropriation are otherwise
unencumbered.
Amount Not to Exceed $
Director of Finance
The City of Chula Vista
Date
By
Fund
Dept./Activity
Purpose
Bidder
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Certificate No. 35
Page Two
I tem No. 19
November 6. 1979
Although the United California Bank and the Crocker National Bank are named
as Trustees, all the accounting records of the Redevelopment Agency are
maintained in the Finance Department and all the accounting activity is
centralized there. To illustrate the additional accounting work load, each
bond issue noted requires the establishment of separate revenue funds,
interest and princioal accounts, debt service reserve funds, operating or
project funds, mortgage reserve funds, and may require asset accumulation
funds. This is all in addition to the numerous funds and accounts already
established for the Agency. There are a number of special financial reports
required for the State Controller's Office, the County Auditor and Controller's
Office and various departments of the Federal government. In my ooinion, the
increased work load to handle this new activity will require a minimum of
10 man hours per week in the department.
Another area of new responsibility is the establishment of the South Coast
Organization Operating Transit (SCOOT). This was accomplished with a joint-
powers agreement (JPA) with the County of San Diego. The agreement was
entered into to save the City a transit subsidy of approximately $100,000
during the 1979-80 fiscal year. We already have invested over 40 man hours
in establishing the necessary new trust fund accounts and making the
transitional adjustments. The Director of Finance is the appointed Treasurer
of SCOOT and will be responsible for the receipt and disbursement of all
SCOOT funds. In addition, financial reports and statements must be prepared
for the new Board of Directors. It is estimated that five man hours per
week will be required to adequately handle the new accounting responsibilities.
Federal and State grants continue to increase and finance a substantial
portion of our annual budget. The new compliance requirements included in
all grants now are very technical and time consuming. Compliance requirements
are in addition to our normal accounting work load and financial reporting.
This past year fiscal coordination, including financial reporting, spanned
eight different grants totaling nearly 2.5 million dollars. This will
require 15 man hours per week to make sure we are satisfying all of the
numerous grant requirements.
The Federal Revenue Sharing program also has specific new public participation
requirements. They are namely, two public hearings, publication of notices.
and preparing additional financial information. Also we are now involved in
time consuming exit interviews with not only Federal Revenue Sharing audits,
but all Federal and State Grant audits. The man hours involved here represent
on the average at least two hours per week.
Since July 1. 1979, the Finance Department has assumed responsibility for
the processing of all unsigned parking citations. The City Council approved
a half-time clerk to provide clerical assistance for this new orogram. In
addition to this, professional accounting time is required to provide
supervision and internal accounting controls. We need additional accounting
assistance to computerize the whole program to improve the efficiency and
reduce clerical time that has already exceeded 20 hours per week. This
will require at least two man hours per week.
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Page Three
Item No. 19
November 6, 1979
A continuing concern shared by the Finance Director and the City Auditor is
the need for more internal auditing. Cash audits~ payroll audits, and fixed
asset audits need to be conducted on a regular basis for all departments.
This is not possible with our present staffing. Another concern is the
need to make periodic audits of our Golf and Tennis Professionals and
restaurant operation. Depending on the scope and complexity of the various
audits mentioned, this will require at least an average eight man hours per
week.
Although I have not covered all the areas that could be mentioned in this
brief report, the additional man hours required to keep up with the level
of accounting responsibility is there. It is my recommendation that we
employ a junior accountant to train and assist in the Finance Department as
soon as possible.
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