All bodies  ›  State Controller's Office  ›  City of Pasadena

SCO

City of Pasadena

Identity Theft

State Controller's Office · 2022-02-cab-mcc-itp_cityofpasadena · Mandated program · 2022-02-15 · City of Pasadena

Read the report at City of Pasadena ↗

CITY OF PASADENA Audit Report IDENTITY THEFT PROGRAM Chapter 956, Statutes of 2000 July 1, 2002, through June 30, 2013 BETTY T. YEE California State Controller February 2022 BETTY T. YEE California State Controller February 15, 2022 CERTIFIED MAIL—RETURN RECEIPT REQUESTED Matthew Hawkesworth, Finance Director City of Pasadena 100 North Garfield Avenue, Room S353 Pasadena, CA 91101 Dear Mr. Hawkesworth: The State Controller’s Office audited the costs claimed by the City of Pasadena for the legislatively mandated Identity Theft Program for the period of July 1, 2002, through June 30, 2013. The city claimed $912,573 for costs of the mandated program. Our audit found that $598,519 is allowable and $314,054 is unallowable. The costs are unallowable primarily because the city overstated the number of identity theft reports and misstated the job classifications that performed the reimbursable activities. The State made no payments to the city. The State will pay $598,519, 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 Matthew Hawkesworth, Finance Director -2- February 15, 2022 cc: Kimberly Siemen, Management Analyst Pasadena Police Department 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 Pasadena Identity Theft Program Contents Audit Report Summary ............................................................................................................................ 1 Background ........................................................................................................................ 1 Audit Authority.................................................................................................................. 2 Objective, Scope, and Methodology ................................................................................. 2 Conclusion .......................................................................................................................... 3 Follow-up on Prior Audit Findings .................................................................................. 4 Views of Responsible Officials .......................................................................................... 4 Restricted Use .................................................................................................................... 4 Schedule—Summary of Program Costs .............................................................................. 5 Finding and Recommendation .............................................................................................. 9 City of Pasadena Identity Theft Program Audit Report Summary The State Controller’s Office (SCO) audited the costs claimed by the City of Pasadena for the legislatively mandated Identity Theft Program for the period of July 1, 2002, through June 30, 2013. The city claimed $912,573 for costs of the mandated program. Our audit found that $598,519 is allowable and $314,054 is unallowable, primarily because the city overstated the number of identity theft reports and misstated the job classifications that performed the reimbursable activities. The State made no payments to the city. The State will pay $598,519, contingent upon available appropriations. Background Penal Code (PC) section 530.6(a), as added by the Statutes of 2000, Chapter 956, requires local law enforcement agencies to take a police report and begin an investigation when a complainant residing within their jurisdiction reports suspected identity theft. On March 27, 2009, the Commission of State Mandates (Commission) found that this legislation mandates a new program or higher level of service for local law enforcement agencies within the meaning of Article XIII B, section 6 of the California Constitution, and imposes costs mandated by the State pursuant to Government Code (GC) section 17514. The Commission determined that each claimant is allowed to claim and be reimbursed for the following ongoing activities identified in the parameters and guidelines (Section IV., Reimbursable Activities): 1. Either a) or b) below: a) Take a police report supporting a violation of Penal Code section 530.5 which includes information regarding the personal identifying information involved and any uses of that personal identifying information that were non-consensual and for an unlawful purpose, including, if available, information surrounding the suspected identity theft, places where the crime(s) occurred, and how and where the suspect obtained and used the personal identifying information. This activity includes drafting, reviewing, and editing the identity theft police report; or b) Reviewing the identity theft report completed on-line by the identity theft victim. 2. Begin an investigation of the facts, including the gathering of facts sufficient to determine where the crime(s) occurred and what pieces of personal identifying information were used for an unlawful purpose. The purpose of the investigation is to assist the victims in clearing their names. Reimbursement is not required to complete the investigation for purposes of criminal prosecution. The Commission also determined that providing a copy of the report to the complainant and referring the matter to the law enforcement agency in the jurisdiction where the suspected crime was committed for further investigation of the facts are not reimbursable activities. -1- City of Pasadena Identity Theft Program The program’s parameters and guidelines establish the state mandate and define the reimbursement criteria. In compliance with GC section 17558, the SCO issues claiming instructions to assist local agencies in claiming mandated program reimbursable costs. We conducted this performance audit in accordance with Audit Authority 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 and Methodology Identity Theft 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, 2002, through June 30, 2013. To achieve our objective, we performed the following procedures.  We analyzed the annual mandated cost claims filed by the city for the audit period and identified the significant cost components of each claim as salaries, benefits, and indirect costs. We determined whether there were any errors or unusual or unexpected variances from year to year. We reviewed the activities claimed to determine whether they 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.  We obtained system-generated lists of identity theft cases from the city’s Records Management System to verify the existence, completeness, and accuracy of unduplicated case counts for each fiscal year in the audit period.  We designed a statistical sampling plan to test approximately 15-25% of claimed salary costs, based on a moderate level of detection (audit) risk. We judgmentally selected two of the city’s filed claims during the audit period (fiscal year [FY] 2009-10 and FY 2012-13), which comprised costs totaling $240,722 of the $912,575 claimed (26.4%). The sampling plan is described in the Finding and Recommendation section. 1 Unreasonable and/or excessive costs include ineligible costs that are not identified in the programs parameters and guidelines as reimbursable costs. -2- City of Pasadena Identity Theft Program  We used a random number table to select 254 identity theft cases out of 8,177 reported cases. We tested the identity theft cases as follows: o We determined whether a contemporaneously prepared and approved police report supported that a violation of PC section 530.5 occurred. o We obtained the employee numbers, names, and employee classifications from the sampled officer-reported cases documenting who performed the reimbursable activities. o We compared the employee classifications obtained from the police reports to those claimed by the city.  We projected the audit results of the two fiscal years tested by multiplying the audited case counts by the audited average time increments to perform the activities.  We traced the city’s claimed benefit and indirect cost rates to supporting documentation for each fiscal year in the audit period and verified that the rates claimed were not unreasonable or excessive.  We reviewed the city’s Single Audit Reports to identify any offsetting savings or reimbursements from federal or pass-through programs applicable to the Identity Theft Program. The city also certified in its claims that it did not receive any offsetting revenues applicable to this mandated program. 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 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. As a result of performing the audit procedures, we found instances of Conclusion 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 the Schedule and described in the Finding and Recommendation section of this audit report. For the audit period, the City of Pasadena claimed $912,573 for costs of the legislatively mandated Identity Theft Program. Our audit found that $598,519 is allowable and $314,054 is unallowable. The State made no payments to the city. The State will pay $598,519, 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. -3- City of Pasadena Identity Theft Program Follow-up on We have not previously conducted an audit of the legislatively mandated Identity Theft Program. Prior Audit Findings We discussed our audit results with the city’s representatives during an Views of exit conference conducted on November 29, 2021. Robert Ridley, City Responsible Controller; and Kimberly Siemen, Management Analyst, Pasadena Police Officials Department (PPD), agreed with the audit results. Mr. Ridley declined a draft audit report and agreed that we could issue the audit report as final. Restricted Use This audit report is solely for the information and use of the City of Pasadena, the California Department of Finance, and the 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 February 15, 2022 -4- City of Pasadena Identity Theft Program Schedule— Summary of Program Costs July 1, 2002, through June 30, 2013 Actual Costs Allowable Audit Cost Elements Claimed per Audit Adjustments1 July 1, 2002, through June 30, 2003 Direct costs: Salaries Taking a police report on a violation of PC § 530.5 $ 8,964 $ 4,007 $ (4,957) Beginning an investigation of the facts 13,983 8,725 (5,258) Total salaries 22,947 12,732 (10,215) Benefits 13,838 7,677 (6,161) Total direct costs 36,785 20,409 (16,376) Indirect costs 15,834 8,785 (7,049) Total program costs $ 52,619 29,194 $ (23,425) Less amount paid by the State2 - Allowable costs claimed in excess of amount paid $ 29,194 July 1, 2003, through June 30, 2004 Direct costs: Salaries Taking a police report on a violation of PC § 530.5 $ 11,811 $ 5,427 $ (6,384) Beginning an investigation of the facts 18,428 11,709 (6,719) Total salaries 30,239 17,136 (13,103) Benefits 19,806 9,681 (10,125) Total direct costs 50,045 26,817 (23,228) Indirect costs 21,167 11,995 (9,172) Total program costs $ 71,212 38,812 $ (32,400) Less amount paid by the State2 - Allowable costs claimed in excess of amount paid $ 38,812 July 1, 2004, through June 30, 2005 Direct costs: Salaries Taking a police report on a violation of PC § 530.5 $ 12,153 $ 6,135 $ (6,018) Beginning an investigation of the facts 18,968 13,129 (5,839) Total salaries 31,121 19,264 (11,857) Benefits 18,143 9,987 (8,156) Total direct costs 49,264 29,251 (20,013) Indirect costs 17,895 11,077 (6,818) Total program costs $ 67,159 40,328 $ (26,831) Less amount paid by the State - Allowable costs claimed in excess of (less than) amount paid $ 40,328 -5- City of Pasadena Identity Theft Program Schedule (continued) Actual Costs Allowable Audit Cost Elements Claimed per Audit Adjustments1 July 1, 2005, through June 30, 2006 Direct costs: Salaries Taking a police report on a violation of PC § 530.5 $ 12,130 $ 6,291 $ (5,839) Beginning an investigation of the facts 18,932 13,306 (5,626) Total salaries 31,062 19,597 (11,465) Benefits 27,273 14,910 (12,363) Total direct costs 58,335 34,507 (23,828) Indirect costs 18,451 11,641 (6,810) Total program costs $ 76,786 46,148 $ (30,638) Less amount paid by the State2 - Allowable costs claimed in excess of amount paid $ 46,148 July 1, 2006, through June 30, 2007 Direct costs: Salaries Taking a police report on a violation of PC § 530.5 $ 16,244 $ 7,802 $ (8,442) Beginning an investigation of the facts 25,539 17,165 (8,374) Total salaries 41,783 24,967 (16,816) Benefits 24,364 1 3 , 4 5 6- (10,908) Total direct costs 66,147 38,423 (27,724) Indirect costs 17,215 10,286 (6,929) Total program costs $ 83,362 48,709 $ (34,653) Less amount paid by the State2 - Allowable costs claimed in excess of amount paid $ 48,709 July 1, 2007, through June 30, 2008 Direct costs: Salaries Taking a police report on a violation of PC § 530.5 $ 19,083 $ 9,179 $ (9,904) Beginning an investigation of the facts 30,072 20,427 (9,645) Total salaries 49,155 29,606 (19,549) Benefits 27,398 14,973 (12,425) Total direct costs 76,553 44,579 (31,974) Indirect costs 20,498 12,671 (7,827) Total program costs $ 97,051 57,250 $ (39,801) Less amount paid by the State2 - Allowable costs claimed in excess of amount paid $ 57,250 -6- City of Pasadena Identity Theft Program Schedule (continued) Actual Costs Allowable Audit Cost Elements Claimed per Audit Adjustments1 July 1, 2008, through June 30, 2009 Direct costs: Salaries Taking a police report on a violation of PC § 530.5 $ 14,583 $ 10,465 $ (4,118) Beginning an investigation of the facts 22,972 22,571 (401) Total salaries 37,555 33,036 (4,519) Benefits 21,403 17,212 (4,191) Total direct costs 58,958 50,248 (8,710) Indirect costs 15,660 13,776 (1,884) Total program costs $ 74,618 64,024 $ (10,594) Less amount paid by the State2 - Allowable costs claimed in excess of amount paid $ 64,024 July 1, 2009, through June 30, 2010 Direct costs: Salaries Taking a police report on a violation of PC § 530.5 $ 22,635 $ 10,465 $ (12,170) Beginning an investigation of the facts 35,698 22,571 (13,127) Total salaries 58,333 33,036 (25,297) Benefits 37,302 19,992 (17,310) Total direct costs 95,635 53,028 (42,607) Indirect costs 19,950 11,298 (8,652) Total program costs $ 115,585 64,326 $ (51,259) Less amount paid by the State2 - Allowable costs claimed in excess of amount paid $ 64,326 July 1, 2010, through June 30, 2011 Direct costs: Salaries Taking a police report on a violation of PC § 530.5 $ 14,014 $ 8,136 $ (5,878) Beginning an investigation of the facts 22,103 17,547 (4,556) Total salaries 36,117 25,683 (10,434) Benefits 24,216 16,520 (7,696) Total direct costs 60,333 42,203 (18,130) Indirect costs 14,591 10,376 (4,215) Total program costs $ 74,924 52,579 $ (22,345) Less amount paid by the State2 - Allowable costs claimed in excess of amount paid $ 52,579 -7- City of Pasadena Identity Theft Program Schedule (continued) Actual Costs Allowable Audit Cost Elements Claimed per Audit Adjustments1 July 1, 2011, through June 30, 2012 Direct costs: Salaries Taking a police report on a violation of PC § 530.5 $ 8,219 $ 9,503 $ 1,284 Beginning an investigation of the facts 21,436 20,494 (942) Total salaries 29,655 29,997 342 Benefits 18,961 19,294 333 Total direct costs 48,616 49,291 675 Indirect costs 25,503 25,797 294 Total direct and indirect costs 74,119 75,088 969 Less allowable costs that exceed costs claimed3 - (969) (969) Total program costs $ 74,119 74,119 $ - Less amount paid by the State2 - Allowable costs claimed in excess of amount paid $ 74,119 July 1, 2012, through June 30, 2013 Direct costs: Salaries Taking a police report on a violation of PC § 530.5 $ 11,141 $ 10,050 $ (1,091) Beginning an investigation of the facts 36,880 21,851 (15,029) Total salaries 48,021 31,901 (16,120) Benefits 31,929 21,110 (10,819) Total direct costs 79,950 53,011 (26,939) Indirect costs 45,188 30,019 (15,169) Total program costs $ 125,138 83,030 $ (42,108) Less amount paid by the State2 - Allowable costs claimed in excess of amount paid $ 83,030 Summary: July 1, 2002, through June 30, 2013 Salaries $ 415,988 $ 276,955 $ (139,033) Benefits 264,633 164,812 (99,821) Indirect costs 231,952 157,721 (74,231) Total direct and indirect costs 912,573 599,488 (313,085) Less allowable costs that exceed costs claimed3 - (969) (969) Total program costs $ 912,573 598,519 $ (314,054) Less amount paid by the State2 - Allowable costs claimed in excess of amount paid $ 598,519 _______________________ 1 See the Finding and Recommendation section. 2 Payment amount current as of December 3, 2021. 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 2011-12. -8- City of Pasadena Identity Theft Program Finding and Recommendation FINDING — The city claimed $912,573 ($415,988 in salaries, $264,633 in related benefits, and $231,952 in related indirect costs) for the Identity Theft Overstated Identity Program. We found that $599,488 in direct and indirect costs is allowable Theft Program costs and $313,085 is unallowable.1 Salary costs are determined by multiplying the number of identity theft police reports by the time required to perform the reimbursable activities, then multiplying the product by the weighted average productive hourly rates (PHRs) for the city’s employee classifications that performed the reimbursable activities. The costs are unallowable because the city misinterpreted the program’s parameters and guidelines and made claim preparation errors. These errors resulted in an overstated number of identity theft reports, causing an overstatement in claimed salaries, employee benefits, and related indirect costs. We also found differences in the employee classifications that performed the reimbursable activities based on discussions with city representatives. The following table summarizes the claimed and allowable amounts, and the audit adjustments by fiscal year: Salaries Related Related Related Fiscal Amount Amount Audit Benefit Indirect Cost Audit Year Claimed1 Allowable Adjustment Adjustment Adjustment Adjustment 2002-03 $ 52,619 $ 12,732 $ (10,215) $ ( 6,161) $ (7,049) $ ( 23,425) 2003-04 7 1,212 1 7,136 (13,103) ( 10,125) (9,172) (32,400) 2004-05 6 7,159 1 9,264 (11,857) (8,156) (6,818) (26,831) 2005-06 7 6,786 1 9,597 (11,465) ( 12,363) (6,810) (30,638) 2006-07 8 3,362 2 4,967 (16,816) ( 10,908) (6,929) (34,653) 2007-08 9 7,051 2 9,606 (19,549) ( 12,425) (7,827) (39,801) 2008-09 7 4,618 3 3,036 ( 4,519) (4,191) (1,884) (10,594) 2009-10 115,585 3 3,036 (25,297) ( 17,310) (8,652) (51,259) 2010-11 7 4,924 2 5,683 (10,434) (7,696) (4,215) (22,345) 2011-12 7 4,119 2 9,997 342 3 33 294 969 2012-13 125,138 3 1,901 (16,120) ( 10,819) (15,169) (42,108) Total $ 912,573 $ 276,955 $ (139,033) $ (99,821) $ ( 74,231) $ (313,085) 1 The Amount Claimed includes salaries, benefits, and related indirect costs 1 For FY 2011-12, our audit found that $75,088 is allowable, which is $969 in excess of claimed costs. 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; and that deadline has expired for FY 2011-12. As such, total allowable costs for the audit period is $598,519 ($599,488 less $969 in excess of claimed costs for FY 2011-12). -9- City of Pasadena Identity Theft Program Overstated counts of identity theft police reports The city claimed costs incurred for taking police reports related to 8,177 identity theft cases during the audit period. The city provided us with system-generated unduplicated lists from its Records Management System supporting 7,575 identity theft police reports filed for violations of PC section 530.5. We determined the accuracy of the unduplicated counts of initial police reports by determining whether:  Each identity theft case was supported by a contemporaneously prepared and approved police report; and  The police report supported a violation of PC section 530.5. We developed a statistical sampling plan to test at least 25% of claimed costs based on a low level of detection risk. We generated statistical samples of identity theft cases for these two procedures so that we could project our sample results to the population of identity theft cases. We selected our statistical samples of identity theft cases originating from the city based on a 95% confidence level, a sampling error of ±8%, and an expected (true) error rate of 50%. We judgmentally selected FY 2009-10 and FY 2012-13 for testing because the city claimed costs totaling $240,722—which constitutes 26.4% of the total claimed during the audit period—for these two fiscal years. Our testing disclosed the following:  For FY 2009-10, we selected 128 cases from the population of 868 reported cases for testing. We found that 32 cases were unallowable (10 police reports were not found and 22 were courtesy reports originating from another police department), which represents a 25% error rate.  For FY 2012-13, we selected 126 cases from the population of 805 reported cases for testing. We found that 25 cases were unallowable (two police reports were not found and 23 were courtesy reports), which represents a 19.8% error rate. Based on these results, we calculated a 22.4% average error rate for the two fiscal years that we tested. We extrapolated this average error rate to the other nine fiscal years of the audit period (FY 2002-03 through FY 2008-09 and FY 2010-11 through FY 2011-12) to determine the number of allowable and unallowable identity theft incident reports for the entire eleven-year audit period. -10- City of Pasadena Identity Theft Program The following table summarizes the counts of claimed, supported, and allowable identity theft cases and the difference by fiscal year: Fiscal Year Claimed Supported Allowable Difference 2002-03 505 406 315 (190) 2003-04 650 532 413 (237) 2004-05 653 583 452 (201) 2005-06 636 576 447 (189) 2006-07 793 687 533 (260) 2007-08 898 786 610 (288) 2008-09 686 868 674 (12) 2009-10 1,066 868 674 (392) 2010-11 660 675 524 (136) 2011-12 789 789 612 (177) 2012-13 841 805 646 (195) Total 8,177 7,575 5,900 (2,277) Unsupported time increments Claimed Time Increments The city claimed time increments spent by PPD sworn officers who performed the following reimbursable activities during the audit period:  Drafting, reviewing, and editing the identity theft police reports for violations of PC section 530.5 (Activity 1a – Taking a police report); and  Determining where the crime occurred and what pieces of personal identifying information was used for unlawful purposes (Activity 2 – Beginning an investigation of the facts). We determined the claimed time increments for FY 2002-03 through FY 2010-11 by dividing the number of hours claimed per employee classification by the number of police reports claimed. However, for FY 2011-12 and FY 2012-13, the city’s claims did not indicate the number of police reports filed for identity theft. In addition, the city did not provide documentation supporting the time increments claimed. The parameters and guidelines for the mandated program state that “costs must be traceable to and supported by source documents that show the validity of such costs, when they were incurred, and their relationship to the mandated activities.” As the city did not provide support that complies with this requirement, we determined that the time increments claimed are estimated and unsupported. Allowable Time Increments In order to determine a reasonable average amount of time spent by PPD staff on the reimbursable activities, we held discussions with PPD representatives to determine the average amount of time needed to perform the reimbursable activities. Based on the discussions, the average time to complete Activity 1a totaled 25.93 minutes for Police Record Technicians to take the reports and 4.07 minutes for Police Officers to review and edit the reports (30 minutes total). -11- City of Pasadena Identity Theft Program The city claimed 45 minutes to complete Activity 2 – Beginning an investigation of the facts. Based on our discussions with PPD representatives, we found that the claimed time increment appears reasonable and that Police Officers performed the activity for all years of the audit period. The following table summarizes the total time increments claimed and allowable for the reimbursable activities by fiscal year: Claimed Minutes Allowable Minutes 1a 1a 2 1a 1a 2 Taking a Reviewing Beginning T a k i ng a Reviewing Beginning Fiscal Police a Police an Police a Police an Year Report Report Investigation Report Report Investigation 2002-03 2 6.32 3 .69 4 5 2 5.93 4 .07 4 5 2003-04 2 6.31 3 .69 4 5 2 5.93 4 .07 4 5 2004-05 2 6.28 3 .72 4 5 2 5.93 4 .07 4 5 2005-06 2 6.27 3 .73 4 5 2 5.93 4 .07 4 5 2006-07 2 5.73 4 .27 4 5 2 5.93 4 .07 4 5 2007-08 2 5.86 4 .14 4 5 2 5.93 4 .07 4 5 2008-09 2 5.58 4 .42 4 5 2 5.93 4 .07 4 5 2009-10 2 5.50 4 .50 4 5 2 5.93 4 .07 4 5 2010-11 2 5.50 4 .50 4 5 2 5.93 4 .07 4 5 2011-12 * unknown unknown unknown 2 5.93 4 .07 4 5 2012-13 * unknown unknown unknown 2 5.93 4 .07 4 5 *Claims for FY 2011-12 and FY 2012-13 did not indicate the number of police reports filed. Allowable productive hourly rates The city claimed that Police Officers performed the reimbursable activity of taking police reports for all fiscal years of the audit period and that Police Cadets assisted during FY 2011-12 and FY 2012-13. The city claimed that the Police Specialist III and IV classifications performed the activity of reviewing police reports for all fiscal years of the audit period. The city also claimed that Police Officers performed the reimbursable activity of beginning an investigation for FY 2002-03 through FY 2010-11, and that Sergeants performed this activity during FY 2011-12 and FY 2012-13. Based on our discussions with PPD representatives during the audit, we found that Police Records Technicians took police reports at the front counter of the police station and that Police Officers reviewed and edited the reports. Police Officers also began investigations. The city provided the requested salary information for all employee classifications within PPD by fiscal year. We used this information to determine allowable PHRs for all fiscal years of the audit period. -12- City of Pasadena Identity Theft Program The following table summarizes the PHRs claimed and allowable for the audit period: PHRs Claimed PHRs Allowable Police Fiscal Police Police Police Police Records Police Year Officer Specialist III Specialist IV Cadet Sergeant Technician Officer 2002-03 $ 3 6.92 $ 24.51 $ 26.84 $ - $ - $ 23.64 $ 36.92 2003-04 37.80 25.09 27.48 - - 2 4.47 37.80 2004-05 38.73 25.70 28.15 - - 2 5.33 38.73 2005-06 39.69 26.34 28.85 - - 2 6.34 39.69 2006-07 42.94 27.81 30.46 - - 2 7.13 42.94 2007-08 44.65 27.81 30.46 - - 2 7.81 44.65 2008-09 44.65 28.92 31.68 - - 2 8.92 44.65 2009-10 44.65 28.92 31.68 - - 2 8.92 44.65 2010-11 44.65 28.92 31.68 - - 2 8.92 44.65 2011-12 43.01 28.85 31.68 16.08 58.89 2 8.92 44.65 2012-13 43.39 30.96 - 18.69 58.47 2 8.92 45.10 Using this salary rate information, the corrected number of case counts, the corrected time increments, and the classifications of the employees who performed the reimbursable activities during the audit period, we determined allowable salaries for each fiscal year. For example, the following table shows the calculation of allowable salary costs for FY 2009-10: [1] [2] [3] [4] Allowable Time Time Increment C o s t s Activity Employee Number Increment (Hours) PHR ( $ ) Number Reimbursale Activity Classification of Cases (Minutes) (cols. ([1]*[2])/60 ($) (cols.[3] × [4]) 1a Take a police report Police Records Technician 674 25.93 2 91.28 $28.92 $ 8,424 1b Review a police report Police Officer 674 4 .07 4 5.72 $44.65 2,041 2 Begin an investigation Police Officer 674 45.00 5 05.50 $44.65 22,571 Total $ 33,036 Allowable related employee benefits The city claimed employee benefit costs totaling $264,633 during the audit period. We determined that $164,812 is allowable and $99,821 is unallowable. The costs are primarily unallowable due to the unallowable salaries found during each fiscal year of the audit period. The city also misstated the claimed benefit rates for all fiscal years of the audit period for sworn officers. Benefit costs are determined by multiplying each fiscal year’s allowable salary costs by each fiscal year’s benefit rate. Employee benefits related to the allowable salaries previously discussed are also allowable. The city provided benefit rate information from its payroll system for sworn and non-sworn personnel for each fiscal year in the audit period. We used this information to recalculate allowable employee benefit costs. -13- City of Pasadena Identity Theft Program The following table summarizes the claimed, allowable and audit adjustment amounts for related employee benefit costs by fiscal year: Claimed Claimed Allowable Fiscal Allowable Salaries Benefit Allowable Benefit Rates Benefit Benefit Year Civilian Sworn Rate Civilian Sworn Costs Costs 2002-03 $ 3,218 $ 9,514 69.00% 60.30% 60.30% $ 13,838 $ 7,677 2003-04 4,368 12,768 70.00% 30.18% 65.50% 1 9,806 9 ,681 2004-05 4,948 14,316 57.50% 33.17% 58.30% 1 8,143 9 ,987 2005-06 5,088 14,509 59.40% 42.68% 87.80% 2 7,273 14,910 2006-07 6,249 18,718 41.20% 39.02% 58.86% 2 4,364 13,456 2007-08 7,331 22,275 41.70% 33.60% 56.16% 2 7,398 14,973 2008-09 8,424 24,612 41.70% 36.33% 57.50% 2 1,403 17,212 2009-10 8,424 24,612 34.20% 48.55% 64.61% 3 7,302 19,992 2010-11 6,549 19,134 40.40% 54.80% 67.58% 2 4,216 16,520 2011-12 7,649 22,348 86.00% 54.80% 67.58% 1 8,961 19,294 2012-13 8,074 23,827 94.10% 61.84% 67.64% 3 1,929 21,110 Total $ 7 0,322 $ 206,633 $ 264,633 $ 164,812 Allowable related indirect costs Indirect costs are determined by multiplying each fiscal year’s indirect cost base by each fiscal year’s indirect cost rate. The city claimed indirect costs totaling $231,952 during the audit period based on direct salaries. We found that $157,721 is allowable and $74,231 is unallowable. The costs are unallowable primarily due to the unallowable salaries found during the audit. We did not have any findings regarding the claimed indirect cost rates. The following table summarizes the claimed, allowable and audit adjustments related to indirect costs for PPD employees by fiscal year: Fiscal Claimed Allowable Allowable Related Indirect Costs Year Rate Rate Salaries Claimed Allowable Adjustment 2002-03 69.00% 69.00% $ 1 2,732 $ 15,834 $ 8,785 $ ( 7,049) 2003-04 70.00% 70.00% 17,136 21,167 11,995 (9,172) 2004-05 57.50% 57.50% 19,264 17,895 11,077 (6,818) 2005-06 59.40% 59.40% 19,597 18,451 11,641 (6,810) 2006-07 41.20% 41.20% 24,967 17,215 10,286 (6,929) 2007-08 42.80% 42.80% 29,606 20,498 12,671 (7,827) 2008-09 41.70% 41.70% 33,036 15,660 13,776 (1,884) 2009-10 34.20% 34.20% 33,036 19,950 11,298 (8,652) 2010-11 40.40% 40.40% 25,683 14,591 10,376 (4,215) 2011-12 86.00% 86.00% 29,997 25,503 25,797 294 2012-13 94.10% 94.10% 31,901 45,188 30,019 ( 15,169) Total $ 276,955 $ 231,952 $ 1 57,721 $ (74,231) Criteria Section III. (Period of Reimbursement) of the parameters and guidelines states, in part, “Actual costs for one fiscal year shall be included in each claim.” -14- City of Pasadena Identity Theft Program Section IV. (Reimbursable Activities) of the parameters and guidelines begins: To be eligible for mandated cost reimbursement for any given fiscal year, only actual costs may be claimed. Actual costs are those costs actually incurred to implement the mandated activities. Actual costs must be traceable to and supported by source documents that show the validity of such costs, when they were incurred, and their relationship to the reimbursable activities. A source document is a document created at or near the same time the actual cost was incurred for the event or activity in question. Source documents may include, but are not limited to, employee time records or time logs, sign-in sheets, invoices, and receipts. Section IV. (Reimbursable Activities) of the parameters and guidelines also states: For each eligible claimant, the following ongoing activities are eligible for reimbursement: 1. Either a) or b) below: a) Take a police report supporting a violation of Penal Code section 530.5 which includes information regarding the personal identifying information involved and any uses of that personal identifying information that were non-consensual and for an unlawful purpose, including, if available, information surrounding the suspected identity theft, places where the crime(s) occurred, and how and where the suspect obtained and used the personal identifying information. This activity includes drafting, reviewing, and editing the identity theft police report; or b) Reviewing the identity theft report completed on-line by the identity theft victim. 2. Begin an investigation of the facts, including the gathering of facts sufficient to determine where the crime(s) occurred and what pieces of personal identifying information were used for an unlawful purpose. The purpose of the investigation is to assist the victims in clearing their names. Reimbursement is not required to complete the investigation for purposes of criminal prosecution. Providing a copy of the report to the complainant is not reimbursable under this program. Section V. A. 1, “Salaries and Benefits,” of the parameters and guidelines states: Report each employee implementing the reimbursable activities by name, job classification, and productive hourly rate (total wages and related benefits divided by productive hours). Describe the specific reimbursable activities performed and the hours devoted to each reimbursable activity performed. Section V. B, “Indirect Cost Rates,” of the parameters and guidelines begins: Indirect costs are costs that are incurred for a common or joint purpose, benefiting more than one program, and are not directly assignable to a particular department or program without efforts disproportionate to the -15- City of Pasadena Identity Theft Program result achieved. Indirect costs may include: (1) the overhead costs of the unit performing the mandate; and (2) the costs of the central government services distributed to the other departments based on a systematic and rational basis through a cost allocation plan. Recommendation The California State Legislature suspended the Identity Theft Program in the FY 2013-14 through FY 2021-22 Budget Acts. If the program becomes active again, we recommend that the city:  Adhere to the program’s parameters and guidelines and claiming instructions when claiming reimbursement for mandated costs; and  Ensure that claimed costs include only eligible costs, are based on actual costs, and are properly supported. -16- State Controller’s Office Division of Audits Post Office Box 942850 Sacramento, CA 94250 http://www.sco.ca.gov S21-MCC-0006