HomeMy WebLinkAbout05/11/2005 BAKERSFIELD
_~ [_~ ~'~ ~ Mike 'Maggard, Chair
Staff: John W. Stinson Irma Carson
For: Alan Tandy, City Manager Harold Hanson
· AGENDA SUMMARY REPORT
SPECIAL MEETING
BUDGET AND FINANCE COMMITTEE
Wednesday, May 11,2005 · 1:15 p.m.
City Manager's Conference Room - City Hall
1. ROLL CALL
Called to Order at 1:20 p.m.
Present: CoUncilmembers Mike Maggard, Chair; Irma Carson and Harold Hanson
2. ADOPT FEBRUARY 9, 2005 AGENDA SUMMARY REPORT
Adopted as submitted.
3. PUBLIC STATEMENTS
4. DEFERRED BUSINESS
A. Review and Committee recommendation on City Auditor Proposals
Assistant Finance Director Nelson Smith explained requests for proposals were
sent out for City auditor services. He introduced the auditors who would be making
presentations to the Committee regarding providing auditing services to the City for
fiscal year ending June 30, 2005, with optional years 2006 through 2009.
Justin Morales, representing M. Green and Company LLP, gave a presentation on
their firm's abilities and experience and provided an overview of their proposal.
They have offices located in Dinuba, Visalia, Hanford and Tulare with 60+
employees. The organization has over 50 years of local presence in the Central
Valley. Their proposal for a full scope audit for fiscal year ending June 30, 2005
was 513 hours at a cost of $43,268.
AGENDA SUMMARY REPORT
BUDGET AND FINANCE COMMITTEE MEETING
Wednesday, MAY 11,2005
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Ben Reyes, representing Mayer Hoffman McCann, gave a presentation on their
proposal. Their firm conducts business nationwide and has an office in
Bakersfield, which would be handling the audit for the City. They have 55+
professionals based in Bakersfield. Their proposal is for 746 hours at a cost of
$72,230 to perform the audit for fiscal year ending June 30, 2005.
Finance Director Klimko explained City staff actually prepares the financial report,
except for the notes, and presents it to the City auditor to audit the numbers and
make recommendations on any adjustments staff needs to make.
Committee Members Carson and Hanson questioned the different amount of hours
the firms had in their respective proposals and the difficulty in making a
recommendation to pay the additional cost for the same audit services.
Committee Chair Maggard questioned if there were a difference in the scope and
breadth of the analysis of the audit by each firm.
Finance Director Klimko stated he felt that both firms were qualified to perform the
City audit. He noted the Council has stated a preference to hire local firms when
possible and one firm, Mayer Hoffman McCann, has office space locally. He
asked the firms if they would be willing to sign a contract limiting their cost
increases for future years to the CPI. Both agreed with the condition there are no
major problems in future audits or new requirements for additional work from the
Accounting Standards Board.
Committee Chair Maggard suggested this be taken under advisement and brought
back to the Committee for further consideration. The Committee unanimously
approved.
5. NEW BUSINESS
A. Staff report and Committee recommendation on requests for funding
a. Bakersfield Symphony Orchestra
b. Valley Fever Vaccine Project of the Americas
Assistant City Manager John Stinson explained included in the packet were the
letters of request for contributions; the, Council's policy to consider contributions
only to the Bakersfield Senior Center, the Bakersfield Museum of Art and the
Bakersfield Symphony. A fax, which had been provided to the Council, was
handed out from Roger Mclntosh requesting serious consideration of funding the
effort to find a vaccine for Valley Fever.
City Manager Alan Tandy pointed out although the Council policy was to fund the
three non-profits, the State budget crisis and the financial constraints it placed on
AGENDA SUMMARY REPORT
BUDGET AND FINANCE COMMITTEE MEETING.
Wednesday, MAY 11, 2005
Page- 3 -
the City made it necessary to cut the funding for non-profits with the exception of
the Bakersfield Senior Center as its funding is from a Federal source.
Milt Younger, President of the Board of Directors for the Bakersfield Symphony
Orchestra, made a presentation on behalf of the Bakersfield Symphony Orchestra
and the request to restore the funding for the Symphony to provide for the use of
City facilities. The request was for a contribution of $50,000 for the 2005-06
season. In the past the City contributed $46,000 per year to cover the rent at the
Convention Center; however, rental rates have increased.
Committee Member Hanson spoke in support of restoring the funding for the
Symphony as outlined in the policy agreed to by the Council on September 19,
2001.
Committee Member Carson was in support of restoring the funding, if it were
possible within the proposed budget.
Committee Chair Maggard was in agreement, but would like to have the exact
costs to fund the rental for a set amount of concerts before making' a
recommendation on funding the Symphony.
The Committee requested the City Manager to provide the information and
recommended this item be on the next Committee agenda for action.
Pauline Larvvood, on behalf of the Valley Fever Vaccine Project of the Americas,
made a presentation on the request for a $50,000 contribution from the City to
develop a vaccine to reach the point where human trials may be possible, which
could be paid over five years. Ms. LanNood pointed out that as the City is a large
employer, getting a vaccine developed would be very beneficial for City
employees.
Committee Member Carson expressed this is a very worthwhile cause and she
would be willing to help with fundraising; however, the City does not have a role in
the health field. The County is responsible for health issues and has a Health
Department with funding, which serves all the citizens of Kern County in the fight
against diseases.
Committee Member Hanson expressed the Council has a policy of not providing
operational costs for non-profits, which all have worthwhile causes Such as this
research project. If the Council were to fund one health issue, it would be
compelled to consider requests from all health agencies.
AGENDA SUMMARY REPORT
BUDGET AND FINANCE COMMITTEE MEETING
Wednesday, MAY 11, 2005
Page - 4 -
Committee Chair Maggard also felt this research was important to the citizens of
Bakersfield and question if there might be some vehicle available where the
employees could have an opportunity to donate.
The Committee requested staff to research how the employees of the City could be
made aware of the need for funding the research for a vaccine and how employees
could designate donations through the United Way if they had a desire to do so.
This item will be brought back to the Committee at its next meeting.
B. Committee discussion and recommendation regarding setting next
meeting date/meeting schedule
The Committee unanimously decided to set a meeting on Monday, May 23, at
10:00 a.m.
6. COMMITTEE COMMENTS
7. ADJOURNMENT
The meeting adjourned at 3:00 p.m.
Attendance: Staff: City Manager Alan Tandy; Assistant City Manager John W. Stinson;
City Attorney Ginny Gennaro; Finance Director Gregory Klimko; and Assistant Finance
Director Nelson Smith
Others: Milt Younger and John Farrer, Bakersfield Symphony Orchestra; Pauline
LanNood, Valley Fever Vaccine Project; Jerry E. Randall; Ben Reyes and Jennifer
Hoffman, Mayer Hoffman McCann P.C.; Justin Morales, Jr., CPA, M. Green and
Company
cc: Honorable Mayor and City Council
S:~JOHN\Council Committees\05Budget&Finance\05mayl 1summary.doc