HomeMy WebLinkAbout2014-11-03 Ordinance 5281Ordinance No. 5281
Ordinance of the Council of the City of Palo Alto Amending Section 2.08.130
(Office and duties of the city auditor) of the Palo Alto Municipal Code to Reflect
Changes in Auditing Practices and Clarify the Requirements for Reporting Work
Products of the Office of the City Auditor
The Council of the City of Palo Alto does ORDAIN as follows:
SECTION 1. Findings.
A. The 2002, 2003, 2007, and 2011 revisions to the Government Auditing
Standards, issued by the Comptroller General of the United States, United States
Government Accountability Office, have resulted in changes in auditing
practices. These standards, first published in 1972, provide the foundation for
government auditors to lead by example in the areas of independence,
transparency, accountability, and quality throughout the audit process.
B. Changes in the Government Auditing Standards have established a framework
that auditors must use to evaluate whether providing a nonaudit service would
create a threat to auditor independence, either by itself or in aggregate with
other nonaudit services provided, with respect to any audit the office of the city
auditor performs.
c. The office of the city auditor has historically used and referenced only the
Government Auditing Standards it its work. Eliminating the requirement to also
apply the Standards for the Professional Practice of Internal Auditing, established
by the Institute of Internal Auditors, will not reduce the quality or credibility of
the work of the office of the city auditor.
D. Clarification is needed regarding which council committees should receive
reports issued by the office of the city auditor.
SECTION 2. Section 2.08.130 of Chapter 2.08 of Title 2 of the Palo Alto Municipal
Code is hereby amended to read as follows:
2.08.130 Office and duties of the city auditor.
(a) The office of the city auditor shall be under the direction of the city auditor who shall be
accountable to the city council. The city auditor shall:
(1) Be knowledgeable in conducting performance audits under Government Auditing Standards,
as established by the Comptroller General of the United States; public administration; public
policy; and public financial and fiscal practices;
(2) Be a licensed certified public accountant (CPA) or certified internal auditor (CIA);
(3) Establish an organizational structure appropriate to carrying out the responsibilities and
functions of this section; and
(4) Set and maintain a tone for ethical behavior, establish a positive ethical environment for the
office of the city auditor, and conduct audit work in accordance with the principles of integrity,
objectivity, confidentiality, and competency.
(b) The mission ofthe office ofthe city auditor is to promote honest, efficient, effective,
economical, and fully accountable and transparent city government. To fulfill this mission, the
office of the city auditor shall conduct performance audits and perform non audit services of
any city department, program, service, or activity as approved by the city council. The purpose
of these audits is to provide the city council, city management, the residents of Palo Alto, and
other stakeholders with independent and objective analysis as to whether management is using
its financial, physical, and informational resources effectively, efficiently, economically,
ethically, and equitably, and in compliance with laws, regulations, contract and grant
requirements, and city policies and procedures. Audits shall be conducted and nonaudit
services provided in accordance with Government Auditing Standards, as established by the
Comptroller General of the United States, Government Accountability Office.
(c) In addition to the aforementioned responsibilities, the office of the city auditor shall:
(1) Select and recommend to the city council for approval an independent certified public
accounting firm to conduct the city's annual external financial audit and coordinate the annual
external financial audit with the approved firm.
(2) Perform other functions consistent with the provisions of this section.
(d) At the beginning of each fiscal year, the city auditor shall prepare an annual audit plan for
city council approval. The plan will be issued on the office of the city auditor website, with
written notification to the city council, and be placed on the appropriate committee agenda.
The plan shall identify the preliminary objectives of each audit to be performed, reflecting the
purpose of the engagement and a preliminary description of the areas that may be addressed.
The city auditor will review the plan and consult with the city manager prior to submitting it to
the appropriate committee of the city council for approval. The city manager may identify areas
where the city will benefit from performance audits or a nonaudit service. The city auditor may
review the plan with and seek the advice of the city attorney prior to submitting it to the
appropriate committee of the city council for approval. The annual audit plan may be amended
during the fiscal year with approval of the city council.
·(e) The office of the city auditor shall prepare quarterly reports describing the status and
progress towards completing the audits. The reports will be issued on the office of the city
auditor website, with written notification to the city council, and be placed on the appropriate
committee agenda.
(f) The city auditor shall prepare a written report of the results of each audit conducted and will
be responsible for retaining a copy as a permanent record. The reports shall meet the reporting
requirements specified in the Government Auditing Standards and the views of the city
manager.
(1) Within two weeks after receiving the final draft report, the city manager, or his or her
designee, will prepare an official written response to the findings and recommendations
contained within the report and provide the response to the office of the city auditor. The city
auditor and city manager may agree to an extension of the two-week time frame if requested
by the city manager. If a response is not received within the established timeframe, the office
ofthe city auditor will issue the audit report without management's response.
(2) The office of the city auditor shall also provide a copy of the draft report to the city attorney
for review and comment, including legal advice relating to disclosure of information contained
in the report; and to other appropriate officials as determined by the city auditor.
(g) Audit reports and other work products of the office of the city auditor will be placed on the
agenda of the city council or appropriate city council committee consistent with the following
general guidelines:
(1) Information items and items that will be discussed in a study session will be placed on the
council agenda.
(2) Audit reports and other audit work products will be placed on the finance committee
agenda when the subject matter focuses primarily on enterprise fund departments, functions,
or activities, or is concerned primarily with financial matters.
(3) All other audit reports and audit work products will be placed on the policy and services
committee agenda.
(h) The city auditor will prepare and issue an annual report on the status of recommendations
made in completed audits. The report will reflect the status as reported by the city manager or
his or her designee. The report will be issued on the office of the city auditor website, with
written notification to the city council, in the first quarter ofthe fiscal year and be placed on the
appropriate committee agenda. Further follow-up audits will be conducted as determined and
recommended by the city auditor and approved by the city council.
(i) (1) Unless prohibited by law, the office ofthe city auditor will have unrestricted access to all
sources of information, property, and personnel relevant to 1) the performance of a council-
approved audit or 2) the identification of potential risks when developing the annual audit plan.
Department management and staff will not intentionally withhold, hide, or destroy any
information or property that may be potential evidence in a planned or ongoing audit. Nothing
in this section shall authorize the office of the city auditor to have access to documents,
records, and information related to the office of any elected official.
{2) The office of the city auditor will handle documents and information received with the same
prudence exercised by those normally accountable for them and consistent with appropriate
policies and regulations and the ethical principles cited in the Government Auditing Standards.
(j) To the extent possible, the office of the city auditor will accommodate an area's daily
operations in scheduling and conducting audits.
SECTION 3. This ordinance shall become effective upon the commencement of the
thirty-first day after the date of its adoption.
INTRODUCED: October 6, 2014
PASSED: November 3, 2014
AYES: BERMAN, BURT, HOLMAN, KLEIN, KNISS, PRICE, SCHARFF, SCHMID, SHEPHERD
NOES:
ABSTENTIONS:
NOT PARTICIPATING:
ABSENT:
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~City Clerk
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Mayor
APPROVED:
Senior Assistant City Attor~y City Auditor