HomeMy WebLinkAboutMinutes - Minutes - Audit Committee - Meeting Date: 12/13/2023MINUTES
AUDIT COMMITTEE
GLENDALE REGIONAL PUBLIC SAFETY TRAINING CENTER
CONF. ROOM 103 -11550 W. GLENDALE AVE.
GLENDALE, ARIZONA 85307
DECEMBER 13, 2023
2:00 P.M.
1. CALL TO ORDER
Councilmember (and Chairperson) Aldama called the meeting to order at 2:03
p.m.
2. ROLL CALL
Present: Jamie Aldama, Councilmember
Ian Hugh, Councilmember
Raymond Malnar, Councilmember
Irene Avalos, Member
Kevin Phelps, City Manager
Levi Gibson, Budget & Finance Director
Also Present: Mike Kingery, Independent Internal Audit Program Manager
James Gruber, Chief Deputy City Attorney
Vicki Rios, Assistant City Manager
Rick St. John, Deputy City Manager
Ken Barnes, Assistant Fire Chief, Fire Services
Tim Pirtle, Assistant Fire Chief, Fire Services
Eric Keppler, Deputy Fire Chief, Fire Services
Connie Schneider, Procurement Administrator, Budget & Finance
Jeff Bratcher, Program Manager, Organizational Performance Office
Christopher Goeman, Audit Manager, Heinfeld Meech (Guest)
Angela Janda, Director, Moss Adams (Guest)
Chelsea Ritchie, Consulting Senior Manager, Moss Adams (Guest)
3. CITIZEN COMMENTS
No members of the public were present; no comments.
4. APPROVAL OF THE MINUTES
A motion was made by Councilmember Raymond Malnar, Seconded by
Councilmember Ian Hugh to approve the Audit Committee Minutes of the
September 7, 2023, meeting as written.
AYE: Councilmember Jamie Aldama
Councilmember Ian Hugh
Councilmember Raymond Malnar
Member Irene Avalos
5. MOTION TO CALL FOR AND ENTER INTO EXECUTIVE SESSION
A motion was made by Councilmember Raymond Malnar, Seconded by
Councilmember Ian Hugh to enter into Executive Session.
AYE: Councilmember Jamie Aldama
Councilmember Ian Hugh
Councilmember Raymond Malnar
Member Irene Avalos
6. EXECUTIVE SESSION
Review and discuss draft audit reports pursuant to Glendale City Code
§2-54b and §2-58c (A.R.S. §38-431.03 (A)(2)). Session was held.
7. MOTION TO ADJOURN EXECUTIVE SESSION AND RECONVENE IN OPEN
SESSION
A motion was made by Councilmember Raymond Malnar, Seconded by
Councilmember Ian Hugh to adjourn Executive Session at 3:06 p.m. and
Open Session was reconvened.
AYE: Councilmember Jamie Aldama
Councilmember Ian Hugh
Councilmember Raymond Malnar
Member Irene Avalos
8. CONSIDERATION/POSSIBLE VOTE ON EXECUTIVE SESSION ITEMS
A motion was made by Councilmember Raymond Malnar, Seconded by
Councilmember Ian Hugh to approve both the Procurement and the Fire
Asset Management audit reports.
AYE: Councilmember Jamie Aldama
Councilmember Ian Hugh
Councilmember Raymond Malnar
Member Irene Avalos
9. UPDATE ON COMMITTEE GOALS
For the first goal related to a quality assurance program and peer review, Mr.
Kingery reminded the committee of our discussion at the September meeting
regarding the new Global Internal Audit Standards (GIAS) promulgated by the
Institute of Internal Auditors (IIA). The GIAS will be published next month, at
which time Mr. Kingery will send them to the committee members. Following an
IIA webinar about the GIAS, he will then update the IIAP Policy and Procedures
Manual as necessary.
For the second goal related to follow-up on outstanding audit findings, Mr.
Kingery explained his monitoring process. On the spreadsheet shared with the
committee, he adds new findings that were not yet due at the previous meeting
and updates the status of others. Once resolution of a finding is complete, it will
be removed from subsequent spreadsheets. For this meeting, there were four
items completed that will no longer be listed. Mr. Gibson asked if one of them
was the finding related to p-card training; Mr. Kingery confirmed that as correct.
There was no further discussion on this agenda item.
10. UPDATE ON FY23 AND FY24 AUDIT PLANS
Mr. Kingery reviewed the status of the FY23 audit plan, noting that two are still in
process and the remaining audits were complete. The airport audit performed by
IIAP is more of a contract compliance audit for its tenants/vendors than FAA
compliance, as the FAA and ADOT regularly examine airport operations. The
Revitalization audit performed by Moss Adams has a draft report issued, but the
department did not have sufficient time to provide management responses for
this meeting; it will be presented at the March 2024 meeting.
One other item from the FY23 audit plan was shifted to FY24. This relates to
build out of some payroll analytics with our contracted audit software vendor.
Mr. Kingery noted that just prior to today's meeting, he received confirmation
from IT that the implementation plan was approved and the vendor can get
started. Once built, the analytics will run for several months to collect data and
see if they're working as intended. When sufficient data is available to analyze,
the IIAP Manager will report the preliminary results to the committee.
Mr. Kingery noted that IIAP has entered into a pilot project with another vendor
for Accounts Payable (A/P) analytics. Glendale will be part of a cohort with other
cities across the country that utilize MUNIS, and the vendor already has two
dozen or so analytics in place. The vendor has our A/P data, and beginning next
month, the cohort will meet regularly to discuss which analytics are most useful
as well as recommend new analytics for the vendor to build.
For the FY24 audit plan, Mr. Kingery explained that most of them were awarded
to Moss Adams and the IT audit was awarded to Securance. With the Moss
Adams contract nearly complete, the hope is that work on several audits can
begin next month. He reminded the committee that at the September meeting it
was recommended for two engagements on the FY24 audit plan — Landfill
regulatory compliance and Parks & Recreation ADA compliance — that those
reviews should be performed by industry experts in lieu of internal audits.
Mr. Kingery indicated that Field Ops is currently under contract for an
assessment of ADA compliance at multiple facilities. Field Ops offered the
unspent portion of the contract to Parks and Recreation for them to use. Parks
and Recreation is in the process of scoping the review based upon the contract's
remaining balance. For the landfill review, Mr. Kingery had further discussions
with Field Ops. They indicated that the landfill had just undergone their annual
assessment performed by ADEQ, and sent the results to the IIAP Manager.
Field Ops "passed" the assessment; there were no findings reported by ADEQ.
Mr. Kingery told the committee that in light of these results, we could discuss if
there are other aspects related to landfill operations the committee may wish to
be reviewed.
Mr. Kingery noted that for two other items on the FY24 audit plan (in both Water
Services and Transportation), the City Attorney's Office recommended that
similar to the landfill and ADA assessments, outside reviews by industry
regulatory experts may be more appropriate than internal audits. For example,
IIAP discussed potential scope with Water Services on various regulations such
as Safe Drinking Water rules. However, there is a level of industry experience
and expertise needed to adequately assess these that IIAP nor our contracted
audit vendors possess. In discussions with IIAP, Water Services mentioned
some other potential areas for review that lend themselves more to performance
auditing. At this time, IIAP removed the two engagements from the Moss Adams
contract until we can better define a scope for each; Mr. Kingery felt it was better
to get the Moss Adams contract for the other audits approved so they can begin,
and then we can do an addendum for the other engagements as needed.
Mr. Aldama asked that if we table the Water Services audit for now, when does
that come back to the committee for decision/action. Mr. Kingery indicated that
additional discussion with Water Services is needed, and that they are reviewed
regularly by the same agencies and firms that assess water operations
throughout the Valley. Mr. Kingery said he would provide an update at the
March 2024 audit committee meeting.
Ms. Avalos asked what in the risk assessment drove the decision to include this
in the FY24 audit plan. Mr. Kingery replied that there was not a specific instance
or concern that led to its inclusion. Rather, it was the department knowing that
they have regulatory risks inherent in their industry. Ms. Avalos then wondered if
departments had since undergone regulatory audits and addressed any findings,
how does that impact the audit plan from an audit committee standpoint. Mr.
Kingery said that as we shift more toward performance auditing, that allows for
industry experts to perform their regulatory compliance assessments. Then
future audit plans would also shift more toward performance risk and process
improvement versus compliance risk. Likewise, the audit teams engaged would
require more performance audit expertise than specific compliance expertise.
Ms. Avalos recommended that for the March 2024 meeting, we can see if
affected departments could possibly have other aspects of their operations
reviewed that better lend themselves to performance -based reviews. Mr.
Kingery said he will discuss with departmental management teams and provide
updates and/or potential performance audit scope(s) at the next meeting. There
was no further discussion on this agenda item.
11. DETERMINATION OF AUDIT COMMITTEE'S CHAIRPERSON
Mr. Kingery indicated that we do not have to change the chairperson, but that the
current appointment occurred at the December 2021 meeting, so two full
calendar year of meetings have now been held with the current chair. Mr.
Kingery noted the only requirement is that one of the three councilmembers
holds that title. As Councilmember Hugh served as the chair prior to
Councilmember Aldama, it was determined that Councilmember Malnar would be
named the new chairperson. There was no further discussion on this item.
12. COMMITTEE COMMENTS AND SUGGESTIONS
Mr. Aldama asked if there were any additional comments, suggestions, or
questions from the committee. Hearing none, this item was closed.
13. NEXT MEETING
The next regular meeting of the Audit Committee will be held on March 13, 2024,
at 2:00 p.m. All committee members agreed on that date/time.
14. ADJOURNMENT
With no further business, Councilmember Aldama adjourned the meeting at 3:22
p.m.
The Audit Committee meeting minutes of December 13, 2023, were
submitted an approved this 13th day of March, 2024.
Michael Kingery
Internal Audit Prog Manager