Honolulu City Council Policy Resolutions

(Link to original Word Processing Version)

92-289

ESTABLISHING A POLICY FOR THE COUNCIL OF THE CITY AND COUNTY OF HONOLULU RELATING TO A COUNCIL AUDIT PROGRAM.

    WHEREAS, the auditing of executive agencies is an indispensable tool of legislative bodies at all levels of government to fulfill their oversight responsibility over the activities of the executive branch; and

    WHEREAS, the Revised Charter of Honolulu (RCH) 1973, as amended, provides legal authority for the City Council to conduct audits and auditing activities (Section 3-114 re: comprehensive annual financial audits, and performance audits; Section 6-204 re: quarterly cash counts); and

    WHEREAS, the Council wishes to formalize and strengthen its auditing activities by establishment of a policy relating to a Council audit program; now, therefore,

    BE IT RESOLVED by the Council of the City and County of Honolulu that it hereby establishes the following policy relating to a Council audit program:

"POLICY

COUNCIL AUDIT PROGRAM

I.    Definitions.

    As used herein:

        "Audit" means a methodical examination of utilization of resources, concluding in a written report of findings.

        "Financial audit" means an examination leading to the expression of an opinion on:

        (1)    The fairness of presentation of the audited entity's basic financial statements in conformity with generally accepted accounting principles; and

        (2)    The audited entity's compliance with various finance-related legal and contractual provisions used to assure acceptable governmental organizational performance and effective management stewardship.

        "Performance audit" means an examination intended to assess:

        (1)    The economy and efficiency of the audited entity's operations; and

        (2)    Program effectiveness--the extent to which program objectives are being attained.

II.    There is hereby established a Council policy relating to a Council audit program. This policy sets forth guidelines governing all audit activities by the Council under the authority granted to it by the City Charter. The audit program shall consist of three primary components:

    (1)    Comprehensive Annual Financial Audit

    (2)    Performance Audit - Broad scope

    (3)    Performance Audit - Limited Scope

III.    Comprehensive Annual Financial Audit.

    A.    Pursuant to Section 3-114, RCH, the annual financial audit of the City shall be comprehensive, independent, and shall be conducted by a certified public accountant or a firm of certified public accountants.

    B.    In addition to the annual financial audit of City operations and funds, the audit shall include the quarterly cash count required by Section 6-204, RCH, unannounced cash counts, an audit of the City's fixed assets, and the single audit of all federal funds required by Office of Management and Budget (OMB) Circular A-128.

    C.    The procedures and terms under which an auditor is engaged and such audit is conducted shall be in accordance with Council policy as set forth in Resolution 86-239, or any successor statement of policy for annual financial audits.

    D.    Funding for necessary consultant services shall be based on appropriations provided for Council audit activities.


IV.    Performance Audit - Broad Scope.

    A.    Pursuant to Section 3-114, RCH, the Council may conduct a performance audit of any or all City agencies or operations at any time. As used here, a broad-scope performance audit means an audit addressing essential City operations and major issues of governance and policy. Such audits are typified by a focus on large organizations, large amounts of public funds, or complex systems. As such, they are time consuming and expensive to conduct. It is expected that no more than one or two broad-scope audits would be conducted in any year. Further, consultants with technical or specialized expertise must usually be contracted for.

    B.    A broad-scope performance audit shall be authorized by adoption of a Council resolution assigning the engagement of a consultant, management of the contract, and overall supervision of the audit to the Office of Council Services (OCS).

    C.    Unless time limitations or public exigency so preclude, consultants shall be selected by a request for proposals prepared in response to a scope of work as set forth in the Council resolution and as may be further detailed by the Council Chair.

    D.    Funding for consultant services shall be based on appropriations provided for Council audit activities.

V.    Performance Audit - Limited Scope.

    A.    Also within the authority provided in Section 3-114, RCH, a limited-scope performance audit, as used here, means an audit of City operations or issues which can be accomplished quickly by existing OCS staff, supplemented when needed with the limited engagement of outside consultants possessing expertise not available in OCS. In brief, then, the limited-scope audit is principally distinguished from the broad-scope audit in requiring less time and money, which is made possible by its narrower subject focus.

    B.    To preserve the attribute of quick response, a limited-scope audit may be authorized by the Council Chair upon written request by any other Councilmember, or asprovided in any committee report. A limited-scope audit may also be authorized by adoption of a Council resolution. The scope of work may include any subject matter under consideration in any Council committee, shall be set forth in writing, and shall be as authorized by the Council Chair. The Council Chair may also initiate an audit upon approval by the Council Vice Chair of the proposed scope of work, which shall be set forth by the Council Chair in writing.

    C.    Unless time limitations or public exigency so preclude, consultants required for a limited-scope audit shall be selected by informal bid.

    D.    Funding for consultant services, when required for a limited-scope audit, shall be based on appropriations provided for Council audit activities.

VI.    Administration and General Policies.

    A.    The Office of Council Services shall be responsible for the impartial and efficient conduct of Council audits on behalf of the Council.

    B.    As soon as practicable, the Council audit activity shall be identified as, and funded from, a separate line-item appropriation in the legislative operating budget of OCS.

    C.    The City Administration shall be notified in writing prior to the initiation of any audit.

    D.    No drafts of any audit report shall be released to any person except to City agencies requested to provide responses thereto. OCS shall establish procedures to maintain confidentiality of preliminary audit results.

    E.    Once initiated, all audits shall culminate in a written report which shall be filed with the City Clerk and shall be a public record, except that if any audit is terminated prior to preparation of a final report, a written report from OCS to the Council Chair shall be filed with the City Clerk stating the date of and reasons for such termination."


    BE IT FURTHER RESOLVED that the Council Chair is requested to provide OCS with the resources, within available legislative appropriations, necessary to implement the Council Audit Program; and

    BE IT FURTHER RESOLVED that the Director of Council Services shall submit a report to the Council on the implementation of the Council Audit Program no later than one year after adoption of this Resolution; and

    BE IT FURTHER RESOLVED that this Resolution shall take effect upon its approval; and

    BE IT FINALLY RESOLVED that a copy of this Resolution be transmitted to the Managing Director, the Council Chair, and the Director of Council Services.

                         INTRODUCED BY:

                         Gary Gill

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DATE OF INTRODUCTION:
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November 12, 1992
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Honolulu, Hawaii                     Councilmembers

ADOPTED on this 10 day of March , 1993.

(@OCS/102292/rr)


Policy Resolutions