2003 City Compliance Reports■
■
■ City of Rosemead
■
Compliance Reports and Other
■ Financial Information
June 30, 2003
■
■
a
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
Contents
Schedule of Expenditures of Federal Awards
Notes to schedule of expenditures of federal awards 2
Independent Auditor's Report on:
Compliance and internal control over financial reporting based on an audit of
financial statements performed in accordance with Government Auditing Standards 3
Compliance with requirements applicable to each major program and internal
control over compliance in accordance with OMB Circular A-133 4 and 5
Schedule of Findings and Questioned Costs 6
Schedule of Prior Audit
7
Independent Accountant's Report on Applying Agreed-Upon Procedures 8 and 9
Appropriations Limit Calculation 10
City of Rosemead
® Schedule of Expenditures of Federal Awards
Year Ended June 30, 2003
Catalog of
Federal
Domestic
Pass-through
Assistance
Entity Identifying
Program
Grantor/Pass-through Grantor Program Title
Number
Number
Expenditures
U.S. Department of Housing and Urban Development
Direct Programs:
Community Development Block Grant Entitlement Program
14.218
N/A
$ 1,589,763
Home Investment Partnership Program
14.239
N/A
578,379
Total U.S. Department of Housing and
Urban Development
2,168,142
U.S. Department of Justice
Direct Programs:
Narcotics Forfeiture & Seizure
16.XXX
N/A
5,004
Local Law Enforcement Block Grant N/A
2000LBVX0861
16.592 2000LBVX0411 147,526
Total U.S. Department of Justice 152,530
■ Total Expenditures of Federal Awards $ 2,320,672
* Denotes a major program
■ 1
■
■
■
■
■
■
■
■
■
City of Rosemead
Notes to Schedule of Expenditures of Federal Awards
Year Ended June 30, 2003
Note 1. Basis of Presentation
The accompanying schedule of expenditures of federal awards includes the federal grant activity of the City of
Rosemead (the City), California, and is presented on the modified accrual basis of accounting. The information in this
schedule is presented in accordance with the requirements of OMB Circular A-133, Audits of States, Local
Governments and Non-Profit Organizations. Therefore, some amounts presented in this schedule may differ from
amounts presented in, or used in the preparation of, the basic financial statements.
Note 2. Subrecipients
Of the federal expenditures presented in the schedule, the City provided federal awards to subrecipients as follows:
Amount
CFDA Number Program Title Provided Expended
14.218 Community Development Block Grant Entitlement Program
14.239 HOME Investment Partnerships Program
2
$140,585
442,100
■
■ McGladrey & Pullen
■ Certified Public Accountants
■
■ Independent Auditor's Report on Compliance and on
■ Internal Control over Financial Reporting Based on an
Audit of Financial Statements Performed in Accordance
■ with Government Auditing Standards
■ To the Honorable Mayor and
Members of the City Council
■ City of Rosemead
Rosemead, California
■ We have audited the financial statements of the City of Rosemead (the City), California, as of and for the year ended
■ June 30, 2003, and have issued our report thereon dated September 19, 2003. We conducted our audit in
accordance with auditing standards generally accepted in the United States of America and the standards applicable
■ to financial audits contained in Government Auditing Standards issued by the Comptroller General of the United
States.
■
■ Compliance
■ As part of obtaining reasonable assurance about whether the City's financial statements are free of material
misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts and grants,
■ noncompliance with which could have a direct and material effect on the determination of financial statement
amounts. However, providing an opinion on compliance with those provisions was not an objective of our audit and,
■ accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance
that are required to be reported under Government Auditing Standards.
■ Internal Control over Financial Reporting
■ In planning and performing our audit, we considered the City's internal control over financial reporting in order to
■ determine our auditing procedures for the purpose of expressing our opinion on the financial statements and not to
provide assurance on internal control over financial reporting. Our consideration of internal control over financial
■ reporting would not necessarily disclose all matters in internal control over financial reporting that might be material
weaknesses. A material weakness is a condition in which the design or operation of one or more of the internal
■ control components does not reduce to a relatively low level the risk that misstatements in amounts that would be
material in relation to the financial statements being audited may occur and not be detected within a timely period by
■ employees in the normal course of performing their assigned functions. We noted no matters involving internal
■ control over financial reporting and its operation that we consider to be material weaknesses.
This report is intended for the information and use of City Council, management and applicable governmental control
■ agencies and is not intended to be, and should not be, used by anyone other than those specified parties.
■ ~C~~~'a~Ltcy~~~c~ GL~
■ Pasadena, California
■ September 19, 2003
■
■ McGladrey 8 Pullen, up is a member firm of RSM International,
an affiliation of separate and independent legal entities.
■ 3
■
■ McGladrey& Pullen
M Certified Public Accountants
0
N
Independent Auditor's Report on Compliance with
■ Requirements Applicable to Each Major Program
and Internal Control over Compliance in Accordance
with OMB Circular A•133
To the Honorable Mayor and
Members of the City Council
City of Rosemead
Rosemead, California
Compliance
We have audited the compliance of the City of Rosemead (the City), California, with the types of compliance
requirements described in U.S. Office of Management and Budget (OMB) Circular A-133 Compliance Supplement
that are applicable to its major federal program for the year ended June 30, 2003. The City's major federal program is
identified in the summary of auditor's results section of the accompanying schedule of findings and questioned costs.
Compliance with the requirements of laws, regulations, contracts and grants applicable to its major federal program is
the responsibility of the City's management. Our responsibility is to express an opinion on the City's compliance
based on our audit.
We conducted our audit of compliance in accordance with auditing standards generally accepted in the United States
of America; the standards applicable to financial audits contained in Government Auditing Standards issued by the
Comptroller General of the United States; and OMB Circular A-133, Audits of States, Local Governments and Non-
Profit Organizations. Those standards and OMB Circular A-133 require that we plan and perform the audit to obtain
reasonable assurance about whether noncompliance with the types of compliance requirements referred to above
that could have a direct and material effect on a major federal program occurred. An audit includes examining, on a
test basis, evidence about the City's compliance with those requirements and performing such other procedures as
we considered necessary in the circumstances. We believe that our audit provides a reasonable basis for our
D opinion. Our audit does not provide a legal determination on the City's compliance with those requirements.
In our opinion, the City complied, in all material respects, with the requirements referred to above that are applicable
to its major federal program for the year ended June 30, 2003.
Internal Control over Compliance
The management of the City is responsible for establishing and maintaining effective internal control over compliance
with requirements of laws, regulations, contracts and grants applicable to federal programs. In planning and
performing our audit, we considered the City's internal control over compliance with requirements that could have a
direct and material effect on a major federal program in order to determine our auditing procedures for the purpose of
a expressing our opinion on compliance and to test and report on internal control over compliance in accordance with
OMB Circular A-133.
a
Da
O McGladrey & Pullen, w= is a member fin of RSM International,
an affifiaton of separate and independent legal entries.
0
■
■
■
Our consideration of internal control over compliance would not necessarily disclose all matters of internal control
® that might be material weaknesses. A material weakness is a condition in which the design or operation of one or
more of the internal control components does not reduce to a relatively low level the risk that noncompliance with
applicable requirements of laws, regulations, contracts and grants that would be material in relation to a major federal
program being audited may occur and not be detected within a timely period by employees in the normal course of
performing their assigned functions. We noted no matters involving internal control over financial reporting and its
operation that we consider to be material weaknesses.
O Schedule of Expenditures of Federal Awards
O We have audited the basic financial statements of the City as of and for the year ended June 30, 2003 and have
issued our report thereon dated September 19, 2003. Our audit was performed for the purpose of forming an opinion
Q on the basic financial statements taken as a whole. The accompanying schedule of expenditures of federal awards is
presented for purposes of additional analysis as required by OMB Circular A-133 and is not a required part of the
0 basic financial statements. Such information has been subjected to the auditing procedures applied in the audit of the
basic financial statements and, in our opinion, is fairly stated in all material respects in relation to the basic financial
0 statements taken as a whole.
A This report is intended solely for the information and use of the City Council, management and federal awarding
agencies and is not intended to be, and should not be, used by anyone other than those specified parties.
0
0
Q Pasadena, California
September 19, 2003
0
■ 5
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
City of Rosemead
Schedule of Findings and Questioned Costs
Year Ended June 30. 2003
1. Summary of Independent Auditor's Results
Financial Statements
Type of auditor's report issued: Unqualified
Internal control over financial reporting
• Material weakness(es) identified? Yes X No
• Reportable condition(s) identified that are not considered to be
material weaknesses? Yes X None Reported
• Noncompliance material to financial statements noted? Yes X No
Federal Awards
Internal control over major programs
• Material weakness(es) identified? Yes X No
• Reportable condition(s) identified that are not considered to be
material weakness(es)? Yes X None Reported
Type of auditors report issued on compliance for major programs: Unqualified
• Any audit findings disclosed that are required to be reported in
accordance with Section 510(a) of OMB Circular A-133? Yes X No
Identification of major program:
CFDA Number Name of Federal Program Amount Expended
14.239 HOME Investment Partnerships Program $ 578,379
Dollar threshold used to distinguish between type A and type B programs $ 300,000
Auditee qualified as low-risk auditee?
X Yes No
II. Findings relating to the financial statement audit as required to be reported in accordance with generally
accepted Government Auditing Standards
None reported
III. Findings and questioned costs for federal awards
None reported
6
■
■ City of Rosemead
■ Summary Schedule of Prior Audit Findings
Year Ended June 30, 2003
■
■ There were no audit findings reported during the year ended June 30, 2002.
■
■
D
D
O
■
■
■
O
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
7
■
■
■ McGlatlrey& Pullen
■ Certified Public Accountants
■
■
■ Independent Accountant's Report on
■ Applying Agreed-upon Procedures
■ To the Honorable Mayor and
Members of the City Council
■ City of Rosemead
Rosemead, California
We have applied the procedures enumerated below to the accompanying Appropriations Limit Calculation of the City
of Rosemead, California (the City), for the year ended June 30, 2003. These procedures, which were agreed to by
the City and the League of California Cities as presented in the publication entitled Agreed-Upon Procedures Applied
■ to the Appropriations Limitation prescribed by Article XIIIB of the California Constitution, were performed solely to
assist the City in meeting the requirements of Section 1.5 of Article XIIIB of the California Constitution. The City's
■ management is responsible for the Appropriations Limit Calculation.
■ This agreed-upon procedures engagement was conducted in accordance with attestation standards established by
the American Institute of Certified Public Accountants. The sufficiency of these procedures is solely the responsibility
■ of those parties specified in this report. Consequently, we make no representation regarding the sufficiency of the
procedures described below either for the purpose for which this report has been requested or for any other purpose.
■
■ The procedures performed and our findings were as follows:
■ 1. We obtained the completed internal calculations and compared the limit and annual adjustment factors included
in those calculations to the limit and annual adjustment factors that were adopted by a resolution of the City
■ Council. We also compared the population and inflation options included in the aforementioned calculations to
those that were selected by a recorded vote of the City Council.
■ Finding: No exceptions were noted as a result of our procedures.
2. For the accompanying Appropriations Limit Calculation, we added line A, last year's limit, to line E, total
■ adjustments, and compared the resulting amount to line F, this year's limit.
■ Finding: No exceptions were noted as a result of our procedures.
■ 3. We compared the current year information presented in the accompanying Appropriations Limit Calculation to
the supporting calculations described in item 1 above.
■
Finding: No exceptions were noted as a result of our procedures.
■
4. We compared the prior year Appropriations Limit presented in the accompanying Appropriations Limit
■ Calculation to the prior year Appropriations Limit adopted by the City Council during the prior year.
■ Finding: No exceptions were noted as a result of our procedures.
■
■ McGlatlrey & Pullen, LLP is a member firm of RSM International,
an affiliation of separate and independent legal entities.
■
8
■
■
■
■ We were not engaged to, and did not, conduct an examination, the objective of which would be the expression of an
■ opinion on the accompanying Appropriations Limit Calculation of the City of Rosemead, California. Accordingly, we
do not express such an opinion. Had we performed additional procedures, other matters might have come to our
® attention that would have been reported to you. No procedures have been performed with respect to the
determination of the appropriations limit for the base year, as defined by Article XIIIB of the California Constitution.
■
This report is intended solely for the information and use of the City Council and management of the City of
■ Rosemead, California, and is not intended to be, and should not be, used by anyone other than these specified
■ parties. However, this report is a matter of public record and its distribution is not limited.
■ Pasadena, California
September 19, 2003
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
■
9
■
Q
0
0
0
0
0
0
0
City of Rosemead
Appropriations Limit Calculation
Year Ended June 30, 2003
Amount Source
A. Last Year's Limit $ 27,805,067
B. Adjustment Factors
1. Population change
2. Inflation change
Total Adjustment
C. Annual Adjustment
1.0177
State Finance
0.9873
State Finance
0.0048
$ 133,464
(B x A)
D. Other Adjustments:
Lost responsibility
Transfer to private
Transfer to fees
Assumed responsibility
Subtotal
E. Total Adjustments
F. This Year's Limit
133,464
$ 27,938,531
10