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Los Angeles, City of

Open Meetings Act/Brown Act Reform

State Controller's Office · 2021-12-cab-mcc-oma_cityoflosangeles · Mandated program · 2021-12-08 · Los Angeles, City of

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CITY OF LOS ANGELES Audit Report OPEN MEETINGS ACT/BROWN ACT REFORM PROGRAM Chapter 641, Statutes of 1986; and Chapter 1136 through 1138, Statutes of 1993 July 1, 2005, through June 30, 2012 BETTY T. YEE California State Controller December 2021 BETTY T. YEE California State Controller December 8, 2021 CERTIFIED MAIL—RETURN RECEIPT REQUESTED The Honorable Ron Galperin, Controller City of Los Angeles 200 N. Main Street, Suite 300 Los Angeles, CA 90012 Dear Mr. Galperin: The State Controller’s Office audited the costs claimed by the City of Los Angeles for the legislatively mandated Open Meetings Act/Brown Act Reform Program for the period of July 1, 2005, through June 30, 2012. The city claimed $2,417,363 for costs of the mandated program. Our audit found that $2,113,471 is allowable and $303,892 is unallowable, primarily because the city:  Understated its standard-time costs by making claim preparation errors;  Applied incorrect blended productive hourly rates to eligible agenda items;  Overstated its flat-rate costs by claiming unsupported and ineligible meeting agendas; and  Misstated its indirect cost rates. The State made no payments to the city. The State will pay $2,113,471, contingent upon available appropriations. Following issuance of this audit report, the Local Government Programs and Services Division of the State Controller’s Office will notify the city of the adjustment to its claims via a system- generated letter for each fiscal year in the audit period. If you have any questions, please contact Lisa Kurokawa, Chief, Compliance Audits Bureau, by telephone at (916) 327-3138. Sincerely, Original signed by KIMBERLY TARVIN, CPA Chief, Division of Audits KT/as The Honorable Ron Galperin, Controller -2- December 8, 2021 cc: The Honorable Eric Garcetti, Mayor Mayor of the City of Los Angeles Matthew W. Szabo, City Administrative Officer City of Los Angeles Jacob Wexler, Finance Chief Office of the City Administrative Officer Bryan Oh, Senior Administrative Analyst Office of the City Administrative Officer Chris Hill, Principal Program Budget Analyst Local Government Unit California Department of Finance Steven Pavlov, Finance Budget Analyst Local Government Unit California Department of Finance Darryl Mar, Manager Local Government Programs and Services Division State Controller’s Office Everett Luc, Supervisor Local Government Programs and Services Division State Controller’s Office City of Los Angeles Open Meetings Act/Brown Act Reform Program Contents Audit Report Summary ............................................................................................................................ 1 Background ........................................................................................................................ 1 Audit Authority.................................................................................................................. 2 Objective, Scope, and Methodology ................................................................................. 2 Conclusion .......................................................................................................................... 4 Follow-up on Prior Audit Findings .................................................................................. 4 Views of Responsible Officials .......................................................................................... 4 Restricted Use .................................................................................................................... 4 Schedule 1—Summary of Program Costs ........................................................................... 5 Schedule 2— Summary of Flat-Rate Meeting Agenda Costs ............................................ 7 Findings and Recommendations ........................................................................................... 11 Attachment—City’s Response to Draft Audit Report City of Los Angeles Open Meetings Act/Brown Act Reform Program Audit Report Summary The State Controller’s Office (SCO) audited the costs claimed by the City of Los Angeles for the legislatively mandated Open Meetings Act/Brown Act Reform Program for the period of July 1, 2005, through June 30, 2012. The city claimed $2,417,363 for costs of the mandated program. Our audit found that $2,113,471 is allowable and $303,892 is unallowable, primarily because the city:  Understated its standard-time costs by making claim preparation errors;  Applied incorrect blended productive hourly rates (PHRs) to eligible agenda items;  Overstated its flat-rate costs by claiming unsupported and ineligible meeting agendas; and  Misstated its indirect cost rates. The State made no payments to the city. The State will pay $2,113,471, contingent upon available appropriations. Background Open Meetings Act Program Chapter 641, Statutes of 1986, added Government Code (GC) sections 54954.2 and 54954.3. GC section 54954.2 requires the legislative body of a local agency, or its designee, to post an agenda containing a brief general description of each item of business to be transacted or discussed at the regular meeting, subject to exceptions stated therein, specifying the time and location of the regular meeting. It also requires that the agenda to be posted at least 72 hours before the meeting in a location freely accessible to the public. GC section 54954.3 requires members of the public to be provided an opportunity to address the legislative body on specific agenda items or an item of interest that is within the subject matter jurisdiction of the legislative body. The legislation requires that this opportunity be stated on the posted agenda. Open Meetings Act/Brown Act Reform Program Chapters 1136 through 1138, Statutes of 1993, amended GC sections 54952, 54954.2, 54957.1, and 54957.7, expanding the types of legislative bodies that are required to comply with the notice and agenda requirements of GC sections 54954.2 and 54954.3. These sections also require all legislative bodies to perform additional activities related to the closed session requirements of the Brown Act. The Commission on State Mandates (Commission) determined that the Open Meetings Act Program (October 22, 1987) and the Open Meetings Act/Brown Act Reform Program (June 28, 2001) resulted in state- mandated costs that are reimbursable under GC section 17561. -1- City of Los Angeles Open Meetings Act/Brown Act Reform Program The program’s parameters and guidelines establish the state mandate and define the reimbursement criteria. The Commission adopted parameters and guidelines on September 22, 1988 (last amended on November 30, 2000) for the Open Meetings Act Program, and on April 25, 2002, for the Open Meetings Act/Brown Act Reform Program. In compliance with GC section 17558, the SCO issues claiming instructions to assist local agencies and schools in claiming mandated program reimbursable costs. The Open Meetings Act Program became effective on August 29, 1986. Commencing in fiscal year (FY) 1997-98, a local agency may claim costs using the actual time reimbursement option, the standard-time reimbursement option, or the flat-rate reimbursement option as specified in parameters and guidelines. The Open Meetings Act/Brown Act Reform Program was effective for FY 2001-02. Based on the passage of Proposition 30, adopted by the voters on November 7, 2012, the Department of Finance filed a request for redetermination of the Open Meetings Act and Brown Act Reform Program. On January 23, 2015, the Commission found that the Open Meetings Act/Brown Act Reform Program no longer constitutes a reimbursable state-mandated program, effective November 7, 2012. Audit Authority We conducted this performance audit in accordance with GC sections 17558.5 and 17561, which authorize the SCO to audit the city’s records to verify the actual amount of the mandated costs. In addition, GC section 12410 provides the SCO with general authority to audit the disbursement of state money for correctness, legality, and sufficient provisions of law. Objective, Scope, The objective of our audit was to determine whether costs claimed represent increased costs resulting from the legislatively mandated Open and Methodology Meetings Act/Brown Act Reform Program. Specifically, we conducted this audit to determine whether costs claimed were supported by appropriate source documents, were not funded by another source, and were not unreasonable and/or excessive.1 The audit period was July 1, 2005, through June 30, 2012. To achieve our objective, we completed the following procedures. General  We reviewed the annual mandated cost claims filed by the city for the audit period and identified the material cost components claimed. For standard-time option costs, these included the number of meeting agenda items, the minutes per agenda item, and the blended PHRs. For flat-rate costs, these included the number of meeting agendas and the uniform cost allowance. 1 Unreasonable and/or excessive costs include ineligible costs that are not identified in the programs parameters and guidelines as a reimbursable cost. -2- City of Los Angeles Open Meetings Act/Brown Act Reform Program  We determined whether there were any mathematical errors or any unusual or unexpected variances from year to year, and whether the claims adhered to the SCO’s claiming instructions and the program’s parameters and guidelines.  We completed an internal control questionnaire by interviewing key city staff members. We discussed the claim preparation process with city staff members to determine what information was obtained, who obtained it, and how it was used. Standard-time option  We haphazardly selected non-statistical samples of meeting agendas claimed, ranging from 28% to 36% for each fiscal year of the audit period.  We counted the number of eligible meeting agenda items and determined allowable costs for each year of the audit period.  We held discussions with city representatives to determine which employee classifications and/or individuals performed the reimbursable activities and the extent of the mandated activities. We used this information to determine the participation percentages for all city employee classifications and/or individuals that performed the mandated activities, using agendas provided by the City Clerk’s Office.  We calculated the blended PHR calculations for FY 2005-06 through FY 2011-12 for all city employee classifications and/or individuals that performed the mandated activities, using documentation from the city’s payroll system.  We determined whether the city adequately supported indirect costs claimed separately from blended PHRs for FY 2005-06 through FY 2008-09. Flat-rate option  We haphazardly selected non-statistical samples of meeting agendas claimed, ranging from 29% to 36% for each fiscal year of the audit period; then we: o Verified the existence of meeting agendas claimed and compared the number of supported meetings to the number claimed (we excluded from consideration meetings that did not include a provision for public comment or meeting location); and o Developed error rates for each fiscal year based on the number of eligible meeting agendas. Consistent with the American Institute of Certified Public Accountants’ Clarified Statement on Auditing Standards section 530, we applied the error rate to the total costs claimed for that fiscal year. We conducted this performance audit in accordance with generally accepted government auditing standards. Those standards require that we plan and perform the audit to obtain sufficient, appropriate evidence to provide a reasonable basis for our findings and conclusions based on our -3- City of Los Angeles Open Meetings Act/Brown Act Reform Program audit objective. We believe that the evidence obtained provides a reasonable basis for our findings and conclusions based on our audit objective. We did not audit the city’s financial statements. Conclusion As a result of performing the audit procedures, we found instances of noncompliance with the requirements described in our audit objective. We did not find that the city claimed costs that were funded by other sources; however, we did find that it claimed unsupported and ineligible costs, as quantified in Schedule 1, and described in the Findings and Recommendations section of this audit report. For the audit period, the City of Los Angeles claimed $2,417,363 for costs of the legislatively mandated Open Meetings Act/Brown Act Reform Program. Our audit found that $2,113,471 is allowable and $303,892 is unallowable. The State made no payments to the city. The State will pay $2,113,471, contingent upon available appropriations. Following issuance of this audit report, the SCO’s Local Government Programs and Services Division will notify the city of the adjustment to its claims via a system-generated letter for each fiscal year in the audit period. Follow-up on The city has not resolved the findings noted in our prior audit report for the period of July 1, 2001, through June 30, 2004, issued on June 30, 2006, Prior Audit as described in Findings 1 and 3. Findings Views of We issued a draft audit report on October 14, 2021. Matthew W. Szabo, Responsible City Administrator Officer, responded by letter dated October 22, 2021 (Attachment), stating that the city has reviewed the report and concurs Officials with our findings. Restricted Use This audit report is solely for the information and use of the City of Los Angeles, the California Department of Finance, and SCO; it is not intended to be and should not be used by anyone other than these specified parties. This restriction is not intended to limit distribution of this audit report, which is a matter of public record and is available on the SCO website at www.sco.ca.gov. Original signed by KIMBERLY TARVIN, CPA Chief, Division of Audits December 8, 2021 -4- City of Los Angeles Open Meetings Act/Brown Act Reform Program Schedule 1— Summary of Program Costs July 1, 2005, through June 30, 2012 Actual Costs Allowable per Audit Cost Elements Claimed Audit Adjustment Reference1 July 1, 2005, through June 30, 2006 Standard time $ 119,331 $ 136,118 $ 16,787 Finding 1 Flat rate 139,323 103,373 (35,950) Finding 2 Total direct costs 258,654 239,491 (19,163) Indirect costs2 93,277 126,685 3 3,408 Findings 1 and 3 Total direct and indirect costs 351,931 366,176 1 4,245 Less allowable costs that exceed costs claimed3 - ( 14,245) (14,245) Total program costs $ 351,931 351,931 $ - Less amount paid by the State4 - Allowable costs claimed in excess of amount paid $ 351,931 July 1, 2006, through June 30, 2007 Standard time $ 125,590 $ 133,119 $ 7 ,529 Finding 1 Flat rate 125,604 95,718 (29,886) Finding 2 Total direct costs 251,194 228,837 (22,357) Indirect costs2 181,116 130,987 (50,129) Findings 1 and 3 Total program costs $ 432,310 359,824 $ ( 72,486) Less amount paid by the State4 - Allowable costs claimed in excess of amount paid $ 359,824 July 1, 2007, through June 30, 2008 Standard time $ 102,102 $ 118,435 $ 16,333 Finding 1 Flat rate 143,204 116,193 (27,011) Finding 2 Total direct costs 245,306 234,628 (10,678) Indirect costs2 186,767 124,058 (62,709) Findings 1 and 3 Total program costs $ 432,073 358,686 $ ( 73,387) Less amount paid by the State4 - Allowable costs claimed in excess of amount paid $ 358,686 July 1, 2008, through June 30, 2009 Standard time $ 93,316 $ 111,223 $ 17,907 Finding 1 Flat rate 153,641 121,116 (32,525) Finding 2 Total direct costs 246,957 232,339 (14,618) Indirect costs2 22,747 93,544 7 0,797 Findings 1 and 3 Total direct and indirect costs 269,704 325,883 5 6,179 Less allowable costs that exceed costs claimed3 - ( 56,179) (56,179) Finding 1 Total program costs $ 269,704 269,704 $ - Less amount paid by the State4 - Allowable costs claimed in excess of amount paid $ 269,704 -5- City of Los Angeles Open Meetings Act/Brown Act Reform Program Schedule 1 (continued) Actual Costs Allowable per Audit Cost Elements Claimed Audit Adjustment Reference1 July 1, 2009, through June 30, 2010 Standard time $ 1 81,655 $ 184,074 $ 2 ,419 Finding 1 Flat rate 127,091 1 02,920 (24,171) Finding 2 Total direct costs 308,746 2 86,994 (21,752) Indirect costs2 - - - Findings 1 and 3 Total program costs $ 3 08,746 2 86,994 $ ( 21,752) Less amount paid by the State4 - Allowable costs claimed in excess of amount paid $ 286,994 July 1, 2010, through June 30, 2011 Standard time $ 1 79,190 $ 171,762 $ (7,428) Finding 1 Flat rate 156,877 71,496 (85,381) Finding 2 Total direct costs 336,067 2 43,258 (92,809) Indirect costs2 - - - Findings 1 and 3 Total program costs $ 3 36,067 2 43,258 $ ( 92,809) Less amount paid by the State4 - Allowable costs claimed in excess of amount paid $ 243,258 July 1, 2011, through June 30, 2012 Standard time $ 1 48,774 $ 149,530 $ 756 Finding 1 Flat rate 137,758 93,544 (44,214) Finding 2 Total direct costs 286,532 2 43,074 (43,458) Indirect costs2 - - - Findings 1 and 3 Total program costs $ 2 86,532 2 43,074 $ ( 43,458) Less amount paid by the State4 - Allowable costs claimed in excess of amount paid $ 243,074 Summary: July 1, 2005, through June 30, 2012 Standard time $ 9 49,958 $ 1,004,261 $ 54,303 Finding 1 Flat rate 983,498 7 04,360 ( 279,138) Finding 2 Total direct costs 1,933,456 1,708,621 ( 224,835) Indirect costs2 483,907 4 75,274 (8,633) Findings 1 and 3 Total direct and indirect costs 2,417,363 2,183,895 ( 233,468) Less allowable costs that exceed costs claimed3 - (70,424) (70,424) Finding 1 Total program costs $ 2,417,363 2,113,471 $ (303,892) Less amount paid by the State4 - Allowable costs claimed in excess of amount paid $ 2,113,471 _________________________ 1 See the Findings and Recommendations section. 2 The city claimed indirect costs separately based on standard-time salaries and benefits for FY 2005-06 through FY 2008-09. The city used indirect costs as part of its blended PHRs for the remaining years of the audit period. 3 GC section 17568 stipulates that the State will not reimburse any claim more than one year after the filing deadline specified in the SCO’s claiming instructions. That deadline has expired for FY 2005-06 and FY 2008-09. 4 Payment amount current as of October 21, 2021. -6- City of Los Angeles Open Meetings Act/Brown Act Reform Program Schedule 2— Summary of Flat-Rate Meeting Agenda Costs July 1, 2005, through June 30, 2012 Agenda Audit City C l a i m e d Variance Allowable Unallowable Flat Adjustment Department Agendas (%) Agendas Agendas Rate ($) FY 2005-06 Building and Safety 3 0 71.43% 2 1 (9) $ 1 35.66 $ (1,221) Bureau of Engineering 3 4 7.14% 2 (32) 1 35.66 (4,341) Bureau of Sanitation 8 66.67% 5 (3) 1 35.66 (407) City Administrative Officer 4 1 92.86% 3 8 (3) 1 35.66 (407) City Clerk 2 79 80.65% 2 25 (54) 1 35.66 (7,326) Disability 8 0.00% - (8) 1 35.66 (1,085) Economic and Workforce Development 2 6 75.00% 2 0 (6) 1 35.66 (814) Emergency Management 1 8 33.33% 6 (12) 1 35.66 (1,628) Ethics 1 1 100.00% 1 1 - 1 35.66 - Housing and Community Investment 6 9 36.36% 2 5 (44) 1 35.66 (5,969) Information Technology Agency 9 50.00% 5 (4) 1 35.66 (543) Library 1 5 80.00% 1 2 (3) 1 35.66 (407) Los Angeles City Employee Retirement System 1 0.00% - (1) 1 35.66 (136) Los Angeles Fire and Police Pension 2 9 0.00% - (29) 1 35.66 (3,934) Los Angeles Homeless Services Authority 3 0.00% - (3) 1 35.66 (407) Los Angeles Quality and Productivity 9 0.00% - (9) 1 35.66 (1,221) Neighborhood Empowerment 1 3 0.00% - (13) 1 35.66 (1,764) Personnel 3 2 88.89% 2 8 (4) 1 35.66 (543) Planning 1 41 97.50% 1 37 (4) 1 35.66 (543) Police 8 0 77.78% 6 2 (18) 1 35.66 (2,442) Public Works 1 43 100.00% 1 43 - 1 35.66 - Recreation and Parks 1 3 100.00% 1 3 - 1 35.66 - Transportation 1 5 60.00% 9 (6) 1 35.66 (814) Total, FY 2005-06 1 ,027 7 62 (265) $ (35,950) FY 2006-07 Building and Safety 3 0 70.00% 2 1 (9) $ 1 40.97 $ (1,269) Bureau of Engineering 5 3 5.88% 3 (50) 1 40.97 (7,049) City Administrative Officer 7 6 91.67% 7 0 (6) 1 40.97 (846) City Clerk 1 39 88.10% 1 22 (17) 1 40.97 (2,396) Cultural Affairs 2 100.00% 2 - 1 40.97 - Economic and Workforce Development 3 0.00% - (3) 1 40.97 (423) Emergency Management 1 8 33.33% 6 (12) 1 40.97 (1,692) Ethics 1 2 100.00% 1 2 - 1 40.97 - Housing and Community Investment 5 2 22.22% 1 2 (40) 1 40.97 (5,639) Information Technology Agency 1 0 100.00% 1 0 - 1 40.97 - Library 1 2 100.00% 1 2 - 1 40.97 - Los Angeles Fire and Police Pension 2 5 0.00% - (25) 1 40.97 (3,524) Los Angeles Homeless Services Authority 1 0.00% - (1) 1 40.97 (141) Los Angeles Quality and Productivity 1 0 0.00% - (10) 1 40.97 (1,410) Neighborhood Empowerment 3 0 0.00% - (30) 1 40.97 (4,229) Personnel 2 4 87.50% 2 1 (3) 1 40.97 (423) Planning 1 59 96.08% 1 53 (6) 1 40.97 (846) Police 6 4 100.00% 6 4 - 1 40.97 - Public Works 1 44 100.00% 1 44 - 1 40.97 - Recreation and Parks 1 8 100.00% 1 8 - 1 40.97 - Transportation 9 100.00% 9 - 1 40.97 - Total, FY 2006-07 8 91 6 79 (212) $ (29,886) -7- City of Los Angeles Open Meetings Act/Brown Act Reform Program Schedule 2 (continued) Agenda Audit City C l a i m e d Variance Allowable Unallowable Flat Adjustment Department Agendas (%) Agendas Agendas Rate ($) FY 2007-08 Building and Safety 3 5 100.00% 3 5 - $ 1 50.90 $ - Bureau of Engineering 4 3 42.86% 1 8 (25) 1 50.90 (3,773) City Administrative Officer 8 3 70.27% 5 8 (25) 1 50.90 (3,773) City Clerk 2 33 80.49% 1 88 (45) 1 50.90 (6,791) Community Redevelopment Agency 5 0.00% - (5) 1 50.90 (755) Cultural Affairs 7 100.00% 7 - 1 50.90 - Economic and Workforce Development 9 100.00% 9 - 1 50.90 - El Pueblo 1 100.00% 1 - 1 50.90 - Emergency Management 1 8 33.33% 6 (12) 1 50.90 (1,811) Ethics 9 100.00% 9 - 1 50.90 - Housing and Community Investment 3 6 33.33% 1 2 (24) 1 50.90 (3,622) Information Technology Agency 1 2 100.00% 1 2 - 1 50.90 - Library 1 2 75.00% 9 (3) 1 50.90 (453) Los Angeles Fire and Police Pension 2 3 0.00% - (23) 1 50.90 (3,471) Los Angeles Homeless Services Authority 3 0.00% - (3) 1 50.90 (453) Los Angeles Quality and Productivity 2 0.00% - (2) 1 50.90 (302) Neighborhood Empowerment 2 1 57.14% 1 2 (9) 1 50.90 (1,358) Personnel 2 8 100.00% 2 8 - 1 50.90 - Planning 1 38 100.00% 1 38 - 1 50.90 - Police 6 1 100.00% 6 1 - 1 50.90 - Public Works 1 43 97.67% 1 40 (3) 1 50.90 (453) Recreation and Parks 1 4 100.00% 1 4 - 1 50.90 - Transportation 1 3 100.00% 1 3 - 1 50.90 - Total, FY 2007-08 9 49 7 70 (179) $ (27,011) FY 2008-09 Building and Safety 3 3 100.00% 3 3 - $ 1 54.88 $ - Bureau of Engineering 2 0 14.29% 3 (17) 1 54.88 (2,633) City Administrative Officer 6 0 80.95% 4 9 (11) 1 54.88 (1,704) City Clerk 2 99 72.64% 2 17 (82) 1 54.88 (12,700) Economic and Workforce Development 9 100.00% 9 - 1 54.88 - Emergency Management 1 8 33.33% 6 (12) 1 54.88 (1,859) Ethics 1 2 100.00% 1 2 - 1 54.88 - Housing and Community Investment 5 3 23.53% 1 2 (41) 1 54.88 (6,350) Information Technology Agency 4 100.00% 4 - 1 54.88 - Library 1 9 100.00% 1 9 - 1 54.88 - Los Angeles Fire and Police Pension 2 4 0.00% - (24) 1 54.88 (3,717) Los Angeles Homeless Services Authority 4 0.00% - (4) 1 54.88 (620) Los Angeles Quality and Productivity 1 0 0.00% - (10) 1 54.88 (1,549) Neighborhood Empowerment 1 4 80.00% 1 1 (3) 1 54.88 (465) Personnel 3 0 90.00% 2 7 (3) 1 54.88 (465) Planning 1 39 100.00% 1 39 - 1 54.88 - Police 6 5 100.00% 6 5 - 1 54.88 - Public Works 1 43 100.00% 1 43 - 1 54.88 - Recreation and Parks 1 8 85.71% 1 5 (3) 1 54.88 (465) Transportation 1 8 100.00% 1 8 - 1 54.88 - Total, FY 2008-09 9 92 7 82 (210) $ (32,525) -8- City of Los Angeles Open Meetings Act/Brown Act Reform Program Schedule 2 (continued) Agenda Audit City C l a i m e d Variance Allowable Unallowable Flat Adjustment Department Agendas (%) Agendas Agendas Rate ($) FY 2009-10 Building and Safety 6 100.00% 6 - $ 1 55.94 $ - Bureau of Engineering 1 9 100.00% 1 9 - 1 55.94 - City Administrative Officer 1 100.00% 1 - 1 55.94 - City Clerk 3 30 72.36% 2 39 (91) 1 55.94 (14,191) Cultural Affairs 1 9 50.00% 1 0 (9) 1 55.94 (1,403) Ethics 1 1 100.00% 1 1 - 1 55.94 - Housing and Community Investment 3 3 50.00% 1 7 (16) 1 55.94 (2,495) Library 1 8 100.00% 1 8 - 1 55.94 - Los Angeles World Airpots 3 5 100.00% 3 5 - 1 55.94 - Office of Finance 1 0 66.67% 7 (3) 1 55.94 (468) Personnel 3 3 100.00% 3 3 - 1 55.94 - Planning 3 5 92.31% 3 2 (3) 1 55.94 (468) Police 4 0 100.00% 4 0 - 1 55.94 - Public Works 1 43 100.00% 1 43 - 1 55.94 - Recreation and Parks 1 7 100.00% 1 7 - 1 55.94 - Transportation 3 1 50.00% 1 6 (15) 1 55.94 (2,339) Water and Power 2 1 14.29% 3 (18) 1 55.94 (2,807) Zoo 1 3 100.00% 1 3 - 1 55.94 - Total, FY 2009-10 8 15 6 60 (155) $ (24,171) FY 2010-11 Building and Safety 1 1 54.55% 6 (5) $ 1 59.59 $ (798) Bureau of Engineering 1 1 14.29% 2 (9) 1 59.59 (1,436) City Administrative Officer 1 6 0.00% - (16) 1 59.59 (2,553) City Clerk 2 49 71.43% 1 78 (71) 1 59.59 (11,331) Cultural Affairs 4 0.00% - (4) 1 59.59 (638) Economic and Workforce Development 6 0.00% - (6) 1 59.59 (958) Emergency Management 6 0.00% - (6) 1 59.59 (958) Ethics 1 9 10.53% 2 (17) 1 59.59 (2,713) Fire 3 100.00% 3 - 1 59.59 - Housing and Community Investment 3 4 0.00% - (34) 1 59.59 (5,426) Information Technology Agency 4 50.00% 2 (2) 1 59.59 (319) Library 4 100.00% 4 - 1 59.59 - Los Angeles Fire and Police Pension 4 0.00% - (4) 1 59.59 (638) Los Angeles World Airpots 7 33.33% 2 (5) 1 59.59 (798) Neighborhood Empowerment 1 15 12.69% 1 5 (100) 1 59.59 (15,959) Office of Finance 1 9 28.57% 5 (14) 1 59.59 (2,234) Personnel 5 9 9.68% 6 (53) 1 59.59 (8,458) Planning 5 7 66.84% 3 8 (19) 1 59.59 (3,032) Police 1 54 18.12% 2 8 (126) 1 59.59 (20,108) Public Works 1 45 95.45% 1 38 (7) 1 59.59 (1,117) Recreation and Parks 2 4 12.50% 3 (21) 1 59.59 (3,351) Transportation 1 6 100.00% 1 6 - 1 59.59 - Zoo 1 6 0.00% - (16) 1 59.59 (2,553) Total, FY 2010-11 9 83 4 48 (535) $ (85,381) -9- City of Los Angeles Open Meetings Act/Brown Act Reform Program Schedule 2 (continued) Agenda Audit City C l a i m e d Variance Allowable Unallowable Flat Adjustment Department Agendas (%) Agendas Agendas Rate ($) FY 2011-12 Building and Safety 5 100.00% 5 - $ 1 64.98 $ - Bureau of Engineering 2 7 11.11% 3 (24) 1 64.98 (3,960) City Administrative Officer 1 1 100.00% 1 1 - 1 64.98 - City Clerk 2 6 25.00% 7 (19) 1 64.98 (3,135) Controller 4 0.00% - (4) 1 64.98 (660) Economic and Workforce Development 5 3 88.89% 4 7 (6) 1 64.98 (990) El Pueblo 1 2 100.00% 1 2 - 1 64.98 - Emergency Management 5 100.00% 5 - 1 64.98 - Ethics 1 0 50.00% 5 (5) 1 64.98 (825) Housing and Community Investment 7 0 42.31% 3 0 (40) 1 64.98 (6,599) Information Technology Agency 6 100.00% 6 - 1 64.98 - Library 2 5 50.00% 1 3 (12) 1 64.98 (1,980) Los Angeles Fire and Police Pension 2 5 0.00% - (25) 1 64.98 (4,125) Los Angeles World Airpots 1 1 100.00% 1 1 - 1 64.98 - Neighborhood Empowerment 1 99 70.59% 1 40 (59) 1 64.98 (9,734) Personnel 2 1 71.43% 1 5 (6) 1 64.98 (990) Planning 3 8 92.86% 3 5 (3) 1 64.98 (495) Police 9 9 48.57% 4 8 (51) 1 64.98 (8,414) Public Works 1 43 100.00% 1 43 - 1 64.98 - Recreation and Parks 1 9 100.00% 1 9 - 1 64.98 - Zoo 2 6 44.44% 1 2 (14) 1 64.98 (2,310) Subtotal 8 35 5 67 (268) (44,215) Rounding Adjustment - - - 1 Total, FY 2011-12 8 35 5 67 (268) (44,214) Grand Total 6 ,492 4 ,668 (1,824) $ (279,138) -10- City of Los Angeles Open Meetings Act/Brown Act Reform Program Findings and Recommendations FINDING 1— For the audit period, the city claimed $949,958 under the standard-time Understated option for the preparation and posting of agenda items, and $483,907 in related indirect costs, for the Open Meetings Act/Brown Act Reform standard-time Program. option and related indirect costs The city calculated standard-time costs by multiplying the number of (Repeat Finding) Los Angeles City Council meeting agenda items by the standard time allowance of 30 minutes per agenda item, then multiplying the product by the blended PHR. The blended PHR includes salaries and related benefits for the employee classifications that performed the reimbursable activities for all years of the audit period, and indirect costs from FY 2009-10 through FY 2011-12. The city claimed indirect costs separately for FY 2005-06 through FY 2008-09. During testing, we found that $1,004,261 is allowable, and that the city understated its direct costs by $54,303. We also found that $475,274 in indirect costs is allowable and $8,633 is unallowable. The costs were misstated because the city made significant errors in its claims for FY 2005-06 through FY 2008-09, resulting in under-claimed standard- time option costs totaling $65,819. The city also misstated its blended PHRs and indirect cost rates for all years of the audit period except for FY 2019-10. The following table summarizes the claimed, allowable, and audit adjustment amounts for the standard-time option costs: Fiscal Year Cost Element 2005-06 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 Total Number of claimed agenda items 6,395 5,923 5,043 4,746 4 ,130 3,756 3 ,061 Standard time (hour) per agenda × 0.50 × 0 .50 × 0.50 × 0.50 × 0.50 × 0.50 × 0.50 Total claimed hours 3,197.50 2 ,961.50 2,521.50 2,373.00 2,065.00 1,878.00 1,530.50 Claimed PHR × 4 3.69 × 47.54 × 45.68 × 4 6.56 × 87.97 × 9 5.42 × 97.21 Total direct costs $ 1 39,699 $ 140,790 $ 115,182 $ 1 10,487 $ 181,658 $ 1 79,199 $ 148,780 $ 1,015,795 Claim error adjustment (20,368) (15,200) (13,080) (17,171) (3) ( 9) (6) (65,837) Total direct costs claimed $ 1 19,331 $ 125,590 $ 102,102 $ 93,316 $ 181,655 $ 1 79,190 $ 148,774 $ 949,958 Related indirect costs1 93,277 1 81,116 186,767 22,747 - - - 4 83,907 Total claimed costs $ 2 12,608 $ 306,706 $ 288,869 $ 1 16,063 $ 181,655 $ 1 79,190 $ 148,774 $ 1,433,865 Number of allowable agenda items 6,395 5,923 5,043 4,746 4 ,130 3,756 3 ,061 Standard time (hour) per agenda × 0.50 × 0 .50 × 0.50 × 0.50 × 0.50 × 0.50 × 0.50 Total allowable hours 3,197.50 2 ,961.50 2,521.50 2,373.00 2,065.00 1,878.00 1,530.50 Allowable blended PHR × 4 2.57 × 44.95 × 46.97 × 4 6.87 × 89.14 × 9 1.46 × 97.70 Total allowable direct costs $ 1 36,118 $ 133,119 $ 118,435 $ 1 11,223 $ 184,074 $ 1 71,762 $ 149,530 $ 1,004,261 Allowable related indirect costs1 126,685 1 30,987 124,058 93,544 - - - 4 75,274 Total allowable costs $ 2 62,803 $ 264,106 $ 242,493 $ 2 04,767 $ 184,074 $ 1 71,762 $ 149,530 $ 1,479,535 Audit adjustment $ 50,195 $ (42,600) $ ( 46,376) $ 88,704 $ 2,419 $ (7,428) $ 756 $ 4 5,670 1The city claimed indirect costs for FY 2005-06 through FY 2008-09 separately and included indirect costs in its blended PHR calculations for FY 2009-10 through FY 2011-12. The city also misstated its indirect cost rates for all years of the audit period except FY 2009-10. See Finding 3 for details. -11- City of Los Angeles Open Meetings Act/Brown Act Reform Program Testing methodology We used non-statistical sampling to test meeting agendas in order to test meeting agenda items claimed during the audit period under the standard- time option. This procedure included the following steps:  We determined that the population of items for testing totaled 277 meeting agendas containing 33,054 agenda items claimed under the standard-time option.  We haphazardly selected 277 meeting agendas containing 10,519 meeting items (31.8%) claimed under the standard-time option. Then, we tested: o 37 meeting agendas containing 1,789 out of 6,395 agenda items claimed for FY 2005-06; o 35 meeting agendas containing 1,743 out of 5,923 agenda items claimed for FY 2006-07; o 42 meeting agendas containing 1,822 out of 5,043 agenda items claimed for FY 2007-08; o 43 meeting agendas containing 1,601 out of 4,746 agenda items claimed for FY 2008-09; o 42 meeting agendas containing 1,481 out of 4,130 agenda items claimed for FY 2009-10; o 40 meeting agendas containing 1,174 out of 3,756 agenda items claimed for FY 2001-11; and o 38 meeting agendas containing 909 out of 3,061 agenda items claimed for FY 2011-12.  We reviewed the agendas for selected meetings that were available on the city’s website or requested from the city.  We counted the number of eligible agenda items for meeting agendas provided under the standard-time option, based on the requirements of the parameters and guidelines. We compared the testing results to the number of agenda items claimed per fiscal year.  We projected the results from the samples selected from each year by applying each year’s error percentage to the total population for that year. Understated standard-time option costs The city claimed $949,958 under the standard-time option for preparing and posting 33,054 agenda items, and $483,907 in related indirect costs, for City Council meetings during the audit period. We found that $1,004,261 in standard-time option costs is allowable and $475,274 in indirect costs is allowable. The city understated standard-time option costs because it:  Understated the blended PHRs for FY 2007-08 through FY 2009-10, and for FY 2011-12; -12- City of Los Angeles Open Meetings Act/Brown Act Reform Program  Overstated the blended PHRs for FY 2005-06, FY 2006-07, and FY 2010-11;  Made material errors when preparing its claims for FY 2005-06 through FY 2008-09, resulting in an understatement of $65,819; and  Made rounding errors when preparing its claims for FY 2009-10 through FY 2011-12, resulting in an understatement of $18. The city claimed related indirect costs separately for FY 2005-06 through FY 2008-09. The indirect costs were related to direct costs claimed under the standard-time option. The city overstated indirect costs by $8,633 because it overstated its indirect cost rates for FY 2006-07 through FY 2008-09 and understated its indirect cost rate for FY 2005-06. See Finding 3, Misstated Indirect Cost Rates, for more information. Overstated and understated productive hourly rates The city overstated its blended PHRs for FY 2005-06, FY 2006-07, and FY 2010-11, and understated its blended PHRs for FY 2007-08 through FY 2009-10, and FY 2011-12. The overstatements and understatements occurred because the city misstated annual salary amounts for FY 2009-10 through FY 2011-12, overstated employee benefit rates for FY 2008-09 and FY 2010-11, and used an overstated indirect cost rate for FY 2010-11 and FY 2011-12 in its blended PHR calculations. The city claimed blended PHRs and applied them to the following employee job classifications for all years of the audit period:  Legislative Assistant I;  Legislative Assistant II;  Legislative Assistant III;  Clerk Typist;  Senior Clerk Typist; and  Principal Clerk. Based on discussions with representatives of the City Clerk’s Office, we determined which employee classifications performed the reimbursable activities and the extent of their involvement during the audit period. We also requested actual payroll information from the city’s Payroll Office for the staff members performing the reimbursable activities during the audit period and used this information to recalculate the blended PHRs. We found that the city misstated the claimed PHRs for all fiscal years of the audit period. -13- City of Los Angeles Open Meetings Act/Brown Act Reform Program The following table summarizes the actual participation percentages for city staff who performed the reimbursable activities during the audit period: Employee Actual Percentage by Fiscal Year Classification 2005-061 2006-071 2007-081 2008-09 2009-10 2010-11 2011-12 Legislatvie Assistant I 20.3% 20.3% 20.3% 20.3% 0.0% 13.0% 13.0% Legislatvie Assistant II 0.0% 0.0% 0.0% 0.0% 0.0% 11.0% 11.0% Legislatvie Assistant III2 0.0% 0.0% 0.0% 0.0% 21.0% 0.0% 0.0% Clerk Typist 6.1% 6.1% 6.1% 6.1% 0.0% 0.0% 0.0% Senior Clerk Typist 73.6% 73.6% 73.6% 73.6% 73.0% 44.5% 44.5% Principal Clerk Typist 0.0% 0.0% 0.0% 0.0% 6.0% 31.5% 31.5% 1 We agreed to apply FY 2008-09 participation percentages retroactively to FY 2005-06 through 2007-08 because the city did not provide its blended PHR calculation forms for those years. We determined that the process used by the City Clerk’s Office was the same for those fiscal years. 2 Two Legislative Analyst IIIs worked on the mandated program in FY 2009-10, each at 10.5% involvement. We used salary, benefit, and indirect cost information provided by the city to re-calculate the city’s PHRs. We then multiplied the PHRs by the actual participation percentages to compute blended PHRs for the audit period. The following table shows the calculation of the blended PHR used to calculate allowable costs for FY 2011-12: Annual Productive Indirect Total Activity Blended Employee Salary Hours PHR Cost Rate Benefits PHR % PHR Classification [a] [b] [c=(a/b)] [d=(c × 98.48%)] e=(c × 46.00%) [f=(c+d+e)] [g] [f × g] Legislative Assistant II $ 109,777 1,800 $ 60.99 $ 60.06 $ 28.06 $ 149.11 11.0% $ 16.40 Legislative Assistant I 9 8,909 1,800 5 4.95 54.11 2 5.28 134.34 13.0% 17.46 Senior Clerk Typist 5 8,760 1,800 3 2.64 32.14 1 5.01 79.79 44.5% 35.51 Principal Clerk 6 6,222 1,800 3 6.79 36.23 1 6.92 89.94 31.5% 28.33 Total $ 97.70 We performed a similar calculation for each fiscal year in the audit period. We then applied allowable blended PHRs to allowable meeting agenda items by fiscal year. The following table presents the calculation of total allowable costs under the standard-time option during the audit period by fiscal year: Allowable Standard Audited/ Total Agenda Time Claimed Allowable Allowable Fiscal Items Allowance Blended Blended PHR Costs Year [a] [b] PHR [c] [a] × [b] × [c] 2005-06 6 ,395 0.50 $ 4 3.69 $ 42.57 $ 136,118 2006-07 5 ,923 0.50 $ 4 7.54 $ 44.95 133,119 2007-08 5 ,043 0.50 $ 4 5.68 $ 46.97 118,435 2008-09 4 ,746 0.50 $ 4 6.56 $ 46.87 111,223 2009-10 4 ,130 0.50 $ 8 7.97 $ 89.14 184,074 2010-11 3 ,756 0.50 $ 9 5.42 $ 91.46 171,762 2011-12 3 ,061 0.50 $ 9 7.21 $ 97.70 149,530 Total 33,054 $ 1 ,004,261 -14- City of Los Angeles Open Meetings Act/Brown Act Reform Program Criteria Section IV. A. (Reimbursable Activities – Agenda Preparation and Posting Activities) of the parameters and guidelines states, in part, that reimbursable activities include “Prepar[ing] a single agenda for a regular meeting of a legislative body of a local agency…” and “Post[ing] a single agenda 72 hours before a meeting.” Section V. A. 2. a. (Claim Preparation and Submission – Main Legislative Body Meetings of Counties and Cities) of the parameters and guidelines states: List the meeting name and dates. For each meeting, multiply the number of agenda items, excluding standard agenda items [emphasis added] such as “adjournment”, “call to order”, “flag salute”, and “public comments”, by 30 minutes and then by the blended productive hourly rate of the involved employees. Section VI. A. (Supporting Data – Source Documents) of the parameters and guidelines states, “For auditing purposes, all incurred costs claimed must be traceable to source documents that show evidence of their validity and relationship to the reimbursable activities.” Section VI. A. also states: For those entities that elect reimbursement pursuant to the standard time methodology, option 2 in section V.A, documents showing the calculation of the blended productive hourly rate and copies of agendas shall be sufficient evidence. Recommendation No recommendation is applicable for this finding, as the period of reimbursement for the legislatively mandated Open Meetings Act/Brown Act Reform Program ended on November 7, 2012, due to the passage of Proposition 30. For other mandated programs, we recommend that the city:  Follow the mandated program’s parameters and guidelines and claiming instructions when preparing its reimbursement claims; and  Ensure that claimed costs include only eligible costs, are based on actual costs, and are properly supported. City’s Response …the City has reviewed the report and concurs with the State Controller’s findings. FINDING 2— For the audit period, the city claimed $ 983,498 under the flat-rate option for the preparation and posting of meeting agendas for the Open Meetings Overstated flat-rate Act/Brown Act Reform Program. costs Claimed costs under the flat-rate option are determined by multiplying an annual uniform cost allowance by the number of meeting agendas for meetings held by eligible legislative bodies, as defined in the parameters and guidelines (boards, commissions, committees, or other legislative -15- City of Los Angeles Open Meetings Act/Brown Act Reform Program bodies exercising authority delegated by the City Council). The uniform cost allowance is adjusted each year by the Implicit Price Deflator referenced in GC section 17523. During testing, we found that $704,360 is allowable and $279,138 is unallowable. The costs are unallowable because the city overstated the number of meeting agendas claimed in all years of the audit period for the city’s eligible legislative bodies. We worked with city representatives to obtain the agendas for selected meetings that were available either from the city’s website or as requested from various city departments. In addition, some meeting agendas were ineligible for claiming purposes because they:  Did not include an item for public comment;  Did not indicate the meeting location;  Were for cancelled meetings, and/or  Were claimed more than once by the same department. The city could not explain why it claimed ineligible meeting agendas because the city relied on a consultant to prepare its mandated cost claims. The following table summarizes the claimed, allowable, and audit adjustment amounts for the flat-rate option by fiscal year: Fiscal Year Cost Element 2005-06 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 Claimed agendas 1,027 891 949 992 8 15 983 835 Flat rate × $ 135.66 × $ 140.97 × $ 150.90 × $ 154.88 × $ 1 55.94 × $ 159.59 × $ 164.98 Total claimed costs $ 139,323 $ 125,604 $ 143,204 $ 153,641 $ 1 27,091 $ 156,877 $ 137,758 Allowable agendas 762 679 770 782 6 60 448 567 Flat rate × $ 135.66 × $ 140.97 × $ 150.90 × $ 154.88 × $ 1 55.94 × $ 159.59 × $ 164.98 Subtotal, allowable costs $ 103,373 $ 95,719 $ 116,193 $ 121,116 $ 1 02,920 $ 71,496 $ 93,544 Calculation rounding error - (1) - - - - - Total allowable costs $ 103,373 $ 95,718 $ 116,193 $ 121,116 $ 1 02,920 $ 71,496 $ 93,544 Audit adjustment $ (35,950) $ (29,886) $ (27,011) $ (32,525) $ (24,171) $ (85,381) $ (44,214) Testing Methodology The city claimed meeting agendas from 35 city departments during the audit period. We haphazardly selected for testing 32.78% of the meeting agendas for legislative bodies within those departments during the audit period. We used non-statistical sampling to test meeting agendas claimed during the audit period under the flat-rate option. This procedure included the following steps:  We verified that the population of items for testing included 6,492 meeting agendas claimed under the flat-rate option.  We haphazardly selected 2,121 meeting agendas claimed (32.7% of the total) under the flat-rate option. Then, we tested: o 325 out of 1,027 agendas for FY 2005-06; -16- City of Los Angeles Open Meetings Act/Brown Act Reform Program o 283 out of 891 agendas for FY 2006-07; o 323 out of 949 agendas for FY 2007-08; o 329 out of 992 agendas for FY 2008-09; o 280 out of 815 agendas for FY 2009-10; o 283 out of 983 agendas for FY 2010-11; and o 298 out of 835 agendas for FY 2011-12.  We reviewed the agendas for selected meetings that were available on the city’s website or requested from various city departments.  We verified the existence of meeting agendas for the meetings claimed under the flat-rate option and comparing the number of supported meetings to the number claimed. We excluded from consideration meetings that did not specify a meeting location or include a provision for public comment.  We projected the results from the samples selected from each year by applying each department’s allowable agenda variance to the total population for each department for that year. Overstated number of agendas The city claimed costs to prepare agendas for 6,492 meetings during the audit period. We found that 4,668 agendas are allowable and 1,824 are unallowable. Allowable agendas are those for meetings that actually occurred and that the city supported. Unallowable agendas are those associated with meetings that the city did not support, cancelled meetings, meetings claimed more than once, or meetings that did not include a provision for public comment or meeting location. Based on our testing results, we developed error variances for each of the 35 departments based on the number of eligible agendas compared to the number claimed. We applied these variances to the number of agendas claimed by each city department for each fiscal year of the audit period. See Schedule 2 for the agendas claimed, the agenda variance percentage, the number of allowable agendas, the number of unallowable agendas, the flat-rate used, and the audit adjustment for each year of the audit period. Criteria Section I. (Summary of the Mandate) of the parameters and guidelines states: On March 23, 1988, the Commission adopted the Open Meetings Act test claim (CSM-4257). Statutes of 1986, chapter 641, added Government Code section 54954.2 to require that the legislative body of the local agency, or its designee, post an agenda containing a brief general description of each item of business to be transacted or discussed at the regular meeting, subject to exceptions stated therein, specifying the time and location [emphasis added] of the regular meeting and requiring that -17- City of Los Angeles Open Meetings Act/Brown Act Reform Program the agenda be posted at least 72 hours before the meeting in a location freely accessible to the public…. Statutes of 1986, chapter 641 also added Government Code section 54954.3 to provide an opportunity for members of the public to address the legislative body on specific agenda items or any item of interest that is within the subject matter jurisdiction of the legislative body, and this opportunity for comment must be stated on the posted agenda. Section IV. A. (Reimbursable Activities – Agenda Preparation and Posting Activities) of the parameters and guidelines, states, in part, that reimbursable activities include “Prepare[ing] a single agenda for a regular meeting of a legislative body of a local agency…” and “Post[ing] a single agenda 72 hours before a meeting….” Section V. A. 3. (Claim Preparation and Submission – Flat Rate) of the parameters and guidelines states, “List the meeting names and dates. Multiply the uniform cost allowance…by the number of meetings.” Section VI. A. (Supporting Data – Source Documents) of the parameters and guidelines states that “For auditing purposes, all incurred costs claimed must be traceable to source documents that show evidence of their validity and relationship to the reimbursable activities.” Section VI. .A. also states: For those entities that elect reimbursement pursuant to the flat-rate methodology, option 3 in section V.A, copies of agendas shall be sufficient evidence. Recommendation No recommendation is applicable for this finding, as reimbursement under the Open Meetings Act/Brown Act Reform Program ended on November 7, 2012, due to the passage of Proposition 30. For other mandated programs, we recommend that the city:  Follow the mandated program’s parameters and guidelines and claiming instructions when filing its reimbursement claims; and  Ensure that claimed costs include only eligible costs, are based on actual costs, and are properly supported. City’s Response The draft Open Meetings Act/Brown Act Reform Program Audit Report states that the City was unable to produce any [flat-rate] agenda meetings for Public Works meetings in Fiscal Year 2006-07. However, Public Works meetings did occur in Fiscal Year 2006-07, but the City inadvertently provided the wrong [meeting] dates on the initial claim. We have been in discussions with the [S]tate’s audit staff to amend the issue and anticipate a positive resolution. -18- City of Los Angeles Open Meetings Act/Brown Act Reform Program SCO Comment Based on the additional information provided by the city related to Public Works meeting agendas for FY 2006-07, we determined additional allowable costs for the flat-rate option totaling $20,299. This increased total allowable costs for the audit from $2,093,172 to $2,113,471. FINDING 3— The city claimed separate indirect costs totaling $483,907 under the standard-time cost option for FY 2005-06 through FY 2008-09. We found Misstated indirect that $475,274 is allowable and $8,633 is unallowable. The costs are costs (Repeat Finding) unallowable because the city understated its indirect cost rate for FY 2005-06 and overstated its indirect cost rates for FY 2006-07 through FY 2008-09. The city included indirect cost rates within its blended PHR calculations for the remaining three years of the audit period. However, the city overstated the indirect cost rates used in those calculations for FY 2010-11 and FY 2011-12. Claimed Rates The city did not provide documentation to support the indirect cost rates that it used for FY 2005-06 through FY 2008-09. For FY 2009-10, the city used a rate provided by the U.S. Department of Health and Human Services (HHS), the city’s federal cognizant agency. For FY 2010-11 and FY 2011-12, the city used rates from a “Special Rates Calculation” prepared by HHS, although the city claimed the FY 2009-10 rate again in FY 2010-11. In addition, the city rounded the FY 2011-12 rate of 98.48% to 98.50% when preparing its claim for that year. Allowable Rates City representatives stated that the “Special Rates Calculation” worksheets, prepared by HHS for the Council and Public Services Division of the Office of the City Clerk, provide the correct indirect cost rates for each year of the audit period. The city provided the HHS worksheets supporting the allowable rates. The following table summarizes the claimed rates, allowable rates and audit adjustments related to indirect costs by fiscal year: Fiscal Claimed Allowable Related Indirect Costs Year Rate* Rate* Claimed Allowable Adjustment 2005-06 92.70% 127.40% 93,277 126,685 3 3,408 2006-07 185.29% 136.07% 181,116 130,987 (50,129) 2007-08 223.15% 142.93% 186,767 124,058 (62,709) 2008-09 115.50% 111.12% 22,747 93,544 7 0,797 2009-10 106.39% 106.39% - - - 2010-11 106.40% 100.97% - - - 2011-12 98.50% 98.48% - - - $ 483,907 $ 4 75,274 $ (8,633) *The city used its indirect cost rates in its calculations of blended PHRs for standard-time costs for FY 2009-10 through FY 2011-12 (see Finding 1). -19- City of Los Angeles Open Meetings Act/Brown Act Reform Program Criteria Section V. C. (Claim Preparation and Submission – Indirect Cost Rates) of the parameters and guidelines states: Indirect costs are defined as costs which are incurred for a common or joint purpose, benefiting more than one program and are not directly assignable to a particular department of program without efforts disproportionate to the result achieved. Indirect costs may include both (1) overhead costs of the unit performing the mandate; and (2) the costs of central government services distributed to other departments based on a systematic and rational basis through a cost allocation plan. Cities, Counties and Special Districts Compensation for indirect costs is eligible for reimbursement utilizing the procedure provided in the Office of Management and Budget (OMB) Circular A-87. Claimants have the option of using 10% of direct labor, excluding fringe benefits, or preparing an Indirect Cost Rate Proposal (ICRP) if the indirect cost rate claimed exceeds 10%. Recommendation No recommendation is applicable for this finding, as reimbursement under the Open Meetings Act/Brown Act Reform Program ended on November 7, 2012, due to the passage of Proposition 30. For other mandated programs, we recommend that the city:  Follow the mandated program’s parameters and guidelines and claiming instructions when filing its reimbursement claims; and  Ensure that claimed costs include only eligible costs, are based on actual costs, and are properly supported. City’s Response …the City has reviewed the report and concurs with the State Controller’s findings. -20- City of Los Angeles Open Meetings Act/Brown Act Reform Program Attachment— City’s Response to Draft Audit Report State Controller’s Office Division of Audits Post Office Box 942850 Sacramento, CA 94250 http://www.sco.ca.gov S20-MCC-0006