1997 Audit LettersMCGLADREY&PULLEN, LLP RSM
„e Certified Public Accountants and Consultants international
September 30, 1997
To the Honorable Mayor and
Members of the City Council
City of Rosemead, California
This letter is intended to inform the Audit Committee of the City of Rosemead about significant matters
related to the conduct of the annual audit so that you can appropriately discharge your oversight
responsibility, and that we comply with our professional responsibilities. This letter is intended solely
for the information and use of the City of Rosemead's Audit Committee and management.
The Auditor's Responsibility Under Generally Acceptable Auditing Standards
Our audit of the financial statements of the City of Rosemead for the fiscal year ended June 30, 1997 was
conducted in accordance with generally accepted auditing standards and Government Auditing Standards
issued by the Comptroller General of the United States. Those standards require that we plan and
perform the audit to obtain reasonable assurance about whether the financial statements are free of
material misstatement, whether the City of Rosemead has adhered to specific financial compliance
requirements and if the City of Rosemead's internal control structure over financial reporting and/or
safeguarding assets is suitably designed and implemented to achieve the control objectives. An audit
includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial
statements. An audit also includes assessing the accounting principles used and significant estimates
made by management, as well as evaluating the overall financial statement presentation. Accordingly,
the audit was designed to obtain reasonable, rather than absolute, assurance about the financial
statements.
Significant Accounting Policies
Management has the ultimate responsibility for the appropriateness of the accounting policies and
procedures used by the City of Rosemead. The City of Rosemead did not adopt any significant new
accounting policies and procedures, nor have there been any changes in existing significant accounting
policies and procedures during the current year which should be brought to your attention.
Management Judgments and Accounting Estimates
We noted no areas where it was necessary for management to form particularly sensitive accounting
estimates in connection with the preparation of the financial statements.
Accounting estimates are an integral part of the preparation of financial statements and are based upon
management's current judgment. The process used by management encompasses their knowledge and
experience about past and current events and certain assumptions about future events. Management has
informed us that they used all the relevant facts available to them at the time to make the bestjudgments
about accounting estimates, and we concur with the results of those estimates.
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City of Rosemead
September 30, 1997
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Other Documents
We are not aware of any other documents which contain the City of Rosemead's financial statements for
the fiscal year ended June 30, 1997. We are required to perform certain additional reviews and other
procedures under our quality assurance system whenever our reports are included, or we are named as
accountants, auditors or "experts," in any document used in any public or private offering of equity or
debt securities.
Significant Audit Adjustments
In connection with the audit, we assisted the City with 15 audit adjustments related to municipal equity,
investments, accounts payable, employee benefits, accounts receivable, and interfund receivables and
payables. The City made 25 audit adjustments to the original trial balances presented to us subsequent to
the start of our audit which consisted primarily of entries for cash, accounts receivable, accounts payable.
investments, municipal equity, and interfund receivables and payables. We identified four potential
adjustments that collectively were considered immaterial and, therefore, management decided not to
record these in the financial statements. We have discussed these potential adjustments with
management.
Disagreements with Management
We encountered no disagreements with management over the application of significant accounting
principles, the basis for management's judgments on any significant matters, the scope of the audit or
significant disclosures to be included in the financial statements or on the wording of our report on the
financial statements.
Consultation with Other Accountants
We are not aware nor have we been informed of any consultations management had with other
independent accountants about accounting or auditing matters.
Difficulties Encountered in Performing the Audit
We did not encounter any difficulties in dealing with management relating to the performance of the
audit. We want to thank Ms. Karen Ogawa and her staff for their assistance and cooperation.
Material Contingencies
The financial statements reflect no disclosures associated with material contingencies and there were no
matters we believe should be disclosed as such.
This letter is intended solely for the information and use of management of the City of Rosemead,
California.
We will be pleased to respond to any questions you may have about the foregoing.
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L4 I Pasadena, California
McGLADREY&PULLEN, LLP
,I® Certified Public Accountants and Consultants
INDEPENDENT AUDITOR'S REPORT
To the Honorable Mayor and
Members of the City Council
City of Rosemead
Rosemead, California
RSM
international
We have audited the accompanying general purpose financial statements of the City of Rosemead,
California, as of and for the year ended June 30, 1997. These general purpose financial statements are
the responsibility of the City's management. Our responsibility is to express an opinion on these general
purpose financial statements based on our audit.
We conducted our audit in accordance with generally accepted auditing standards and the standards
applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller
General of the I Inited States Those standards require that we plan and oerform the audit to obtain
reasonable assurance about whether the financial statements are free of material misstatement. An audit
includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial
statements. An audit also includes assessing the accounting principles used and significant estimates
made by management, as well as evaluating the overall financial statement presentation. We believe that
our audit provides a reasonable basis for our opinion.
In our opinion, the general purpose financial statements referred to above present fairly, in all material
respects, the financial position of the City of Rosemead, California, as of June 30, 1997, and the results
of its operations and the cash flows of its pension trust fund for the year then ended in conformity with
generally accepted accounting principles.
In accordance with Government Auditing Standards, we have also issued a report dated September 30,
1997 on our consideration of the City of Rosemead's internal control over financial reporting and our
tests of its compliance with certain provisions of laws, regulations, contracts and grants.
Our audit was made for the purpose of forming an opinion on the general purpose financial statements
taken as a whole. The combining, individual fund and account group statements and schedules listed in
the table of contents as supplementary information are presented for purposes of additional analysis and
are not a required part of the general purpose financial statements of the City of Rosemead, California.
Such information has been subjected to the auditing procedures applied in the audit of the general
purpose financial statements and, in our opinion, is fairly presented in all material respects in relation to
the general purpose financial statements taken as a whole.
Pasadena, California
September 30, 1997
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Pasadena, California 91101-2651 Through
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McGLADREY&PULLEN, LLP RSM
„e Certified Public Accountants and Consultants international
INDEPENDENT ACCOUNTANT'S REPORT
REQUIRED BY PROPOSITION I I 1
ON THE CITY'S APPROPRIATIONS LIMIT
To the Honorable Mayor and
Members of the City Council
City of Rosemead, California
We have performed the procedures enumerated below to the accompanying Appropriations Limit
Calculation of the City of Rosemead, California, for the year ended June 30, 1997. These procedures,
which were agreed to by the League of California Cities and presented in their Article XIIIB
Appropriations Limitation Uniform Guidelines, were performed solely to assist you in meeting the
requirements of Section 1.5 of Article XIIIB of the California Constitution. This agreed-upon
procedures engagement was performed in accordance with standards established by the American
Institute of Certified Public Accountants. The sufficiency of these procedures is the responsibility of the
specified users of the 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 computations and determined that the limit and annual adjustment factors
were adopted by a resolution of the City Council, along with the annual budget.
2. For the accompanying Appropriations Limit Calculation, we added line A, last year's limit, to line E,
total adjustments, and agreed the resulting amount to line F, this year's limit.
3. We agreed the current year information presented in the accompanying Appropriations Limit
Calculation to the supporting calculations described, in 1. above.
4. We agreed the prior year Appropriations Limit presented in the accompanying Appropriations Limit
Calculation to the prior year Appropriations Limit which was adopted by the City Council during the
prior year.
We were not engaged to, and did not, perform an examination, the objective of which would be the
expression of an opinion on the accompanying Appropriations Calculation. 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.
Suite 300
140 South Lake Avenue
Pasadena, California 91101-2651
(818) 795-7950 FAX (818) 795-9820
Worldwide
Services
Through
RSM International
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This report is solely for the use of the Mayor and the City Council of the City of Rosemead, California,
and the Education Department of the State of California, and should not be used by those who have not
agreed to the procedures and taken responsibility for the sufficiency of the procedures for their purposes.
V~44~~ F 11 A/- 4/~O
Pasadena, California
September 30, 1997
A
CITY OF ROSEMEAD, CALIFORNIA
APPROPRIATIONS LIMIT CALCULATION
Year Ended June 30, 1997
A. Last year's limit
B. Adjustment factors:
1. Population change
2. Inflation change
Total adjustment percent
C. Annual adjustment
D. Other adjustments:
1. Lost responsibility
2. Transfer to private
3. Transfer to fees
4. Assumed responsibility
E. Total adjustments
F. This year's limit
Amount Source
$ 19,014,581 (Prior year limit)
0.48 % State finance
4.67 State finance
5.17 %
$ 983,054 (B*A)
983,054 (C+D)
$ 19,997,635 (A+E)