Honolulu City Council Policy Resolutions

(Link to original Word Processing Version)

86-239

ESTABLISHING A POLICY OF THE COUNCIL OF THE CITY AND COUNTY OF HONOLULU FOR THE ANNUAL FINANCIAL AUDIT OF THE CITY AND COUNTY OF HONOLULU.

    WHEREAS, Section 3-114 of the Revised Charter of the City and County of Honolulu mandates the City Council to "...provide for an independent financial audit of all operations of the city and all operations for which the city is responsible and of their funds and accounts for the current fiscal year to be made by a certified public accountant or a firm of certified public accountants..."; and

    WHEREAS, the City Council wishes to establish procedures which will insure that the contract for the financial audit of the City be fairly and openly awarded to that responsible auditor or auditing firm, which is able to perform the necessary work at the lowest cost to the City; and

    WHEREAS, the City Council recognizes that savings may be realized through a multi-year arrangement with a single auditor or auditing firm, but it also wishes to guard against an arrangement which might result in a long-term monopoly of these contracts by a single auditor or auditing firm; now, therefore;

    BE IT RESOLVED by the Council of the City and County of Honolulu that the following guidelines be, and they are hereby established as the policy of the Council of the City and County of Honolulu governing the annual financial audit of the City and County of Honolulu:

"POLICY OF THE COUNCIL OF THE CITY AND COUNTY
OF HONOLULU GOVERNING THE ANNUAL FINANCIAL
AUDIT OF THE CITY AND COUNTY OF HONOLULU

1.    No annual financial audit of the City shall be conducted except under written contract, executed in the name of the City and County of Honolulu by the presiding officer of the City Council, which shall be let under public advertisement for sealed bids as described in this policy.

2.    The announcement requesting sealed bids shall be published at least once in each of two consecutive weeks in a newspaper of general circulation. The request for bids shall specify that each prospective bidder shall, not less than seven calendar days prior to the day designated for opening bids, give written notice to the Director of theoffice of Council Services (hereinafter referred to as Director) of the bidder's intention to bid.

    The request shall also specify the following:

        a.    The date, time, and place to submit all bids.

        b.    The date, time, and place where bids shall be opened in the presence of all bidders who may inspect all bids received.

3.    The Director shall review all such notices of intention to bid. In doing so, the Director shall satisfy himself/herself of each prospective bidder's financial ability, experience, and competence to carry out the terms and conditions of any contract that may be awarded. For this purpose, the Director may require prospective bidders to submit answers, under oath, to questions contained in a questionnaire setting forth a complete statement of the experience, competence, and financial standing of such prospective bidders. Whenever it appears to the Director that any prospective bidder is not fully qualified and able to carry out the terms and conditions of the contract that may be awarded, he/she shall, after affording such prospective bidder an opportunity to be heard, inform the City Council of his/her opinion regarding the inability of the prospective bidder to fully qualify and carry out the terms and conditions of the contract that may be awarded. The Director, with the consent of the Council, may refuse to receive or consider any bid offered by such prospective bidder.

    All information contained in the answers to questionnaires shall remain confidential, and questionnaires so submitted shall be returned to the bidders after having served their purpose.

4.    The request for bids shall require that bidders submit a price for the four separate years for which the audits are to be conducted. The auditor or auditing firm selected shall be the qualified bidder submitting the lowest total bid price for the four-year period. In his/her evaluation of bids offered, the Director, with the concurrence of the Council, may reject any or all bids submitted.

    If the lowest bid or any other bid is rejected, or if the bidder to whom the contract was awarded fails to enter into the contract, the Director, with the concurrence of the City Council, may award the contract to the next lowest qualified bidder.

5.    A separate contract shall be executed on an annual basis for the amount bid by the contract awardee for that specific year, subject to the availability of funds. The price shall not be increased unless approved by the City Council.

6.    The auditor or auditing firm selected shall be retained for the four-year period; provided, however, that the Director may readvertise for a new auditor or auditing firm before the four-year term is completed with the affirmative vote of at least two-thirds of the Council.

7.    An incumbent auditor or auditing firm shall not be eligible for the subsequent four-year period.

8.    The scope of the annual audit conducted under this policy shall include, but not be limited to, the following:

        a.    The financial audit required by Section 3-114 of the Revised Charter of the City and County of Honolulu.

        b.    The audit of the City's fixed assets required for the City to be eligible for the 'Certificate of Conformance' pursuant to the guidelines of the Government Finance Officers Association.

        c.    The single audit required by and prepared pursuant to the provisions of the Single Audit Act of 1984 and OMB Circular No. A-128. Provided, however, that in order to comply with the single audit, the responsibility of the auditor or auditing firm may be limited to or include the supervision and coordination of other auditors and/or auditing firms if portions of the single audit are conducted by other auditors or auditing firms.

        d.    The cash count required to be conducted at least once in every three months pursuant to Section 6-204 of the Revised Charter.



9.    The Office of Council Services shall be assigned the responsibility of administering the audit contracts on behalf of the Council."

    BE IT FINALLY RESOLVED that this Resolution shall take effect upon its approval.

                         INTRODUCED BY:

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                                Councilmembers

DATE OF INTRODUCTION:

July 9, 1986
Honolulu, Hawaii

ADOPTED this 9th day of July , 1986.


Policy Resolutions