Public Works Warehouse Purchasing1\1\IAJ\1\1 BE H
BUDGET AND PERFORMANCE IMPROVEMENT
Internal Audit Division INTERNAL AUDIT REPORT
TO:
VIA:
FROM:
DATE:
AUDIT:
PERIOD:
G Jorge M. Gonzalez, City Manager ~ll;)
Kathie G. Brooks, Budget and P~~ance Improvement Director "" //
James J. Sutter, Internal Auditor /{1//J~
September 13, 2010 "'
Public Works Department Warehouse Purchasing Audit
October 1, 2008-August 31, 2009
This report is the result of a regularly scheduled audit to review the documentation maintained and
internal controls implemented to help ensure that selected purchases made by the City's Public
Works Department's warehouse are in compliance to the City's policies and procedures. The report
addresses opportunities to improve related processes and procedures in Warehouse Operations,
the Finance Department and the Procurement Division.
INTRODUCTION
The Public Works Department warehouse located at 451 Dade Boulevard is responsible for 115
purchase and change orders with 80 different vendors to provide services and materials totaling
$1,942,010.23 for the 2008/09 fiscal year. Examples of approved vendors include Aaron Industrial
Safety, Condo Electric Motor Repair, Mercedes Electric Supply Inc., Sensus Metering Systems and
Universal Signs & Accessories.
Beside purchase orders, payments can also be made through the processing of Request for Direct
Payments. The Procurement Division's operating policy and procedure state "The Request for
Direct Payment (D.P.) is to be used by Departments when one time payments are required for the
procurement of products or services that are exempt from the City's Purchasing Procedures." There
is a circulated list of allowable categories which include travel reimbursements, meal allowances,
refunds to customers, etc. In a simplistic overview, a standardized D.P. form is completed by the
originating department, approved by the applicable parties based on the payment amount and
submitted to the Finance Department's Accounts Payable Division for final review and the issuance
of a City check. At least three quotes should be obtained for these purchases whenever possible,
especially above the $5,000 threshold.
Purchase cards or p-cards are typically assigned to City personnel to expedite delivery and payment
of needed goods that otherwise would be processed by a Request for Direct Payment or through a
purchase order. In return, the City receives monies back ($87 ,933 during the 2008 calendar year)
from all applicable purchases.
Parts are ordered as needed primarily by either the Warehouse Supervisor or the Storekeeper Ill
with few purchases originating from higher departmental management. Computerized quote
requests should be sent to vendors requesting prices on desired goods. The quotes received
should then be analyzed with the vendor offering the lowest price selected to fill the order. A
requisition form printed from Cityworks listing such details of the transaction as the items, quantities,
pricing, purchase order numbers, etc. is sent to the vendor confirming the agreed upon terms.
Delivered parts are accepted by warehouse staff and compared to the packing slip or other similar
We ore commilted to providing excellent public se1vice and safety to oil who live, work, one/ ploy in our vibrant, tropicol, historic community.
Internal Audit Report
Public Works Department Warehouse Purchasing Audit
September 13, 2010
documentation for completeness. In addition, the charged prices are checked against those quoted
to confirm their agreement. Once approved, the inventory is accepted, entered into the Cityworks
system and ultimately paid through normal procurement channels.
The City Commission through the adoption of Resolution No. 2005-25924 authorized the execution
of a professional services agreement covering the installation, configuration, start-up and training of
a (Cityworks) computerized maintenance management system which includes infrastructure asset
management, work order management and service request management. The Public Works
Department warehouse began using this system on April 1, 2006 as it replaced the outdated PWK
system.
OVERALL OPINION
The Public Works Department's warehouse purchases a multitude of goods and services each year
through purchase orders, purchase credit cards and Requests for Direct Payment. In doing so, it is
crucial that Procurement rules are strictly followed to help ensure that the City obtains the most
competitive price for the desired items. Furthermore, implemented internal controls need to be
followed and sufficient documentation maintained to provide reasonable assurance that tested
vendors provided the reviewed products and were properly paid. Internal Audit's testing showed the
following incidents noted below which point to the necessity for improvements:
Public Works
• An unauthorized $158,634 purchase was made from a vendor approximately 6 Yz months
before the corresponding purchase order was secured. The Procurement Division informed
Internal Audit of two other fiscal year 2008/09 instances whereby similar unauthorized non-
warehouse purchases occurred by the Public Works Department. A separate citywide
review by the Finance Department of all expenses over $25,000 for the past two fiscal years
confirmed these items and corrective action has been taken to enhance departmental
compliance with procurement policies and procedures.
" Tested purchase card transactions found that vendor quotes were not always obtained and
one apparently legitimate purchase was split between two transactions.
• Goods were ordered from vendors at least two months before the corresponding purchase
orders were finalized for two of the nine (22%) fiscal year end purchases reviewed.
• Public Works purchase and change orders took an average of 34 days to complete as most
purchase orders were not created until mid-December thereby possibly delaying the ordering
and payment of needed goods.
• The lack of uniformity in the accounting for purchase card transactions in comparison to
purchase order and Direct Payment purchases becomes difficult when the warehouse has to
store and safeguard these items to avoid the division/area charging out the item from being
invoiced twice.
• One instance was noted of the fifty tested or 2% whereby the actual price invoiced by the
vendor was $28.84 higher than the previously agreed upon quoted price and no
documentation was presented to show that the difference was questioned or its cause.
Public Works, Finance and Procurement
• The Public Works Department and Procurement Division have not updated their policies and
procedures to better detail newly instituted practices.
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Internal Audit Report
Public Works Department Warehouse Purchasing Audit
September 13, 2010
PURPOSE
The purpose of this audit is to determine whether items were purchased in accordance with
Procurement rules; whether transactions are economically and efficiently processed, accurately and
promptly recorded, reported, and followed up; whether key forms, records, files and systems are
properly safeguarded and controlled, and access thereto is restricted in accordance with
management's criteria; whether the amounts paid to confirmed vendors agrees to quoted prices;
and whether all transactions were correctly and timely recorded in the City's Financial System.
SCOPE
1. Confirm that documented operating policies and procedures exist, are complete and are
properly adhered to.
2. Confirm that well organized, complete and sufficient documentation is maintained to support
tested transactions.
3. Confirm that a proper segregation of duties and sound internal controls exist.
4. Confirm that sampled vendors are legitimate based on review of the internet, phone calls,
address verifications, etc. and that their contact information entered into the Eden System is
complete.
5. Confirm that tested purchases comply with City Procurement rules as to competitive bidding,
required approvals, etc.
6. Confirm that purchase order funds are made available timely and compute the average
number of days spent in each step of the approval queue looking for repetitive delays.
7. Confim1 that quantities, prices and terms on vendors' invoices agree to those quoted and
listed on the purchase requisitions.
8. Confirm that payments are made timely to vendors so that the City can take advantage of
any offered discounts and avoid late fees.
9. Confirm that proper cut-offs are made so that fiscal year end purchases were paid with the
correct fiscal year's monies.
10. Confirm that all tested transactions were properly entered in the City's Financial System.
FINDINGS, RECOMMENDATIONS AND MANAGEMENT RESPONSES
Public Works
1. Finding -Unauthorized Purchases
The Public Works Department's Capital Projects Coordinator accepted the terms listed in
ITT Water & Wastewater Florida, LLC's proposal on 12/04/08 authorizing the purchase of
six submersible pumps for the City's sewer pump station upgrade for $158,634. The pumps
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Internal Audit Report
Public Works Dep·artment Warehouse Purchasing Audit
September 13, 2010
were sent on 04/07/09 and an invoice was mailed shortly thereafter. Therefore, the vendor
was notified to proceed although the funds had not yet been secured as the corresponding
purchase order numbered 011639 was not initiated until 06/29/09.
The City's Procurement Division became aware of this purchase and researched it further
summarizing their findings in a 08/10/09 memorandum. The Public Works Assistant Director
responded that this was an emergency purchase and that the Division was attempting to
standardize sewage services throughout the City with Flygt pumps as ITT Water &
Wastewater Florida, LLC is the sole manufacturer that provides these pumps under the
Miami-Dade County contract.
The Procurement Division concluded that this $158,634 purchase did not comply with the
provisions listed in City Code Section 2-393(b) for emergency purchases. Therefore, this
unauthorized purchase needed the approval of the City Manager for payment to be made,
which was received on 08/19/09. As a result, purchase order number 011639 was created
on 08/21/09 and its funds were used to issue City check number 286239 on 08/25/09 to pay
the vendor in full.
Although not part of the scope of this warehouse purchasing audit, the audit division was
made aware by inquiries with the Procurement Division that on two other occasions during
fiscal year 2008/09 the Public Works staff made unauthorized purchases for items not
warehouse related as vendors were given the notice to proceed before purchase orders
have been created. The Department has already taken action on correcting the deficiencies
by reassigning personnel and retraining staff on the existing policies and procedures.
In addition, a separate inquiry from a Commissioner regarding the policies and procedures
and internal controls on citywide purchases over the $25,000 threshold established by the
City Code, the Finance Department along with Procurement Division reviewed more than
32,000 citywide transactions for fiscal year 2007/08 and 29,000 transactions for fiscal year
2008/09. They concluded that from the 2,600 citywide transactions reviewed that exceeded
$25,000 during the two year period that ten instances citywide were noted where established
polices were not followed. An additional fifteen instances citywide were identified that
previously practices were no longer appropriate and new procedures were implemented.
Recommendation(s):
Recent inquiries with the Procurement Division Director found that the two unauthorized non-
warehouse related purchases above were included in the ten citywide purchases identified
in the City Manager's 12/08/09 memo to the Commissioner based on testing of 29,000
Fiscal Year 2008/09 citywide transactions. Internal Audit is reasonably assured that the
steps outlined in this memo of Procurement Division Director's review of all Request for
Direct Payment purchases, additional departmental training, lowered purchase credit card
limits, review and approval of independent contractor agreements and the threat of
employee discipline should help reduce the possibility of future occurrences.
Management Response:
Public Works Department:
1) Assistant Director was unaware of such memorandum by the Procurement Division
and does recall responding to Procurement's question by phone with his response
being that the Flygt purchase was an Operations emergency purchase. The
Operations Division was under the impression that an ITT Flygt purchase order was
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Internal Audit Report
Public Works Department Warehouse Purchasing Audit
September 13, 2010
still in-place and since it was an emergency for the sewer pump stations, increasing
the purchase order would not be a problem. It was subsequently determined that the
purchase order was closed by Procurement as Operations had not rolled over the
funds to a new fiscal year. In the future, Public Works staff will communicate with
Procurement Department for emergency purchase authorization. Public Works
Operations will strengthen Warehouse policies and procedures for emergency
purchases approval.
2) Public Works staff will be trained by Procurement on an annual basis on the proper
steps to follow in order to correct this issue.
3) The Assistant Director was counseled and re-assigned to a new position in the
Public Works yard as the Infrastructure Division Director
Procurement Division:
The JOC cost proposal approval form has been revised to ensure that contractors
understand that the purchase order is the official document they must receive prior to
performing any work. Additionally, a training session was provided to Public Works staff so
that employees have a clear understanding of their role and authority in the procurement
process.
2. Finding -Purchasing Cards (P-cards)
Ten different purchases (approximately 20%) ranging from $419.88 to $18,000.00 made by
Public Works Department employees using their City issued p-cards were reviewed and the
following deficiencies were noted:
• Supporting documentation was only provided for one tested transaction, a
$1,263.64 purchase of 1 Yz and 2 inch meters from Badger Meter, in which price
quotes were received from other vendors prior to authorizing the purchase.
Therefore, Internal Audit is unable to determine if the remaining nine tested
purchases were made at the least inexpensive price, was the vendor the sole
provider, etc.
"' Transformers were purchased via p-card from South Dade Electrical in November
2008 although the applicable purchase order was not created until 12/03/08.
• An $18,000 purchase of sod from Action Sod to restore the City's Par 3 golf course
to its original condition was made by two $9,000 p-card transactions dated the same
day. Although the purchase appears legitimate and does not exceed the
cardholder's pre-approved limit, the splitting of purchases raises questions as to
possible negative reasons why it may have been done (to avoid closer scrutiny by
approvers, to stay below the p-card owner's approval limit, etc.).
Recommendation(s):
Public Works staff should obtain and document the quotes received from at least three
different vendors for p-card purchases in accordance with Procurement rules. Also,
purchases should not be made until the funding source is secured. Finally, purchases
should not be split as it could lead to the circumvention of established internal controls.
Management Response:
Public Works Department:
1) Sensus Meters were not available at the time of placing an order of water meters.
Sensus delivery was 8 weeks. Due to low stock of meters and out of one inch
meters, quotes were received from three vendors. Two of the vendors offered two
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Internal Audit Report
Public Works Department Warehouse Purchasing Audit
September 13, 2010
weeks delivery, while the third vendor, Badger Meters Company, offered next day
delivery. Given the urgency of the out-of-stock situation, Badger Meters Company
was the choice due to their ability to provide next day delivery.
2) The camera was purchased for Operation Inspector to document flooding. The
South Dade Electric transformers were an emergency purchase for the use of city-
wide Wi-FI nodes. No purchase orders in-place due to new fiscal year which takes
weeks, or months, to obtain due to Eden System approvals. In the future,
Operations staff will communicate with Procurement Division for emergency
purchases and includeG in Warehouse policies and procedures.
3) The $18,000.00 sod purchased from Action Sod was recommended by the City-
Parks Department for Par 3 Golf Course restoration. The two purchases were made
three weeks apart. The first purchase was for the Par 3 north side area and the
second purchase for the south side.
During the first few months of a new fiscal year, the Budget Department does not load the
approved budget until late November onto the Eden System. Then, it takes a week or two
for Operations staff to load requisitions onto the Eden System. Procurement Division
receives the requisition and by that time, Procurement is overloaded with other Departments
requisitions. In the meantime, Public Works-Operations uses the P-card to purchase items
from vendors that have done business in the past, or other vendors as necessary until
finally, a purchase order is issued to vendors by the Procurement Division.
3. Finding -Fiscal Year End Purchases
Pre-numbered requisition forms are printed from the Cityworks System listing the ordered
parts, quantities, prices, etc. and are sent to the vendor to confirm the terms of the sale.
Therefore, the amount due should never exceed the quoted price but lower amounts due
may be accepted by the City if offered by the vendor.
These requisitions are currently stored in random numerical order inside folders by the
month that the completed order was received thereby making it time consuming to locate
desired forms as some items may be back ordered for an extended time. Also, the
requisition forms are not cross referenced or attached to the vendor's corresponding invoice
to facilitate reconciling to subsequent payments.
Internal Audit selected nine requisition forms found in Public Works files occurring at or near
09/30/08 and noted the following two instances (2/9 or 22%) whereby the goods were
ordered and received before the purchase order was created:
• Requisition form number 520 ordered a 30 amp 120 volt contactor from
Raybro/Consolidated Electric on 09/12/08. The complete order totaling $650.00 was
received by the Public Works Department warehouse on 1 0/06/08. However, funds
from purchase order number 009060 which was approved on 12/11/08 were used to
pay the invoice through City check number 27 4860 dated 12/23/08.
• $4,423.59 in tape, towels, pumps, cartridges, respirators, etc. were ordered from
Grainger on 09/30/08. Requisition form number 541 states that the complete order
was received on 1 0/06/08. The vendor was ultimately paid by City check number
276234 dated 01/27/09 after purchase order number 010906 was approved on
12/22/08.
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Internal Audit Report
Public Works Department Warehouse Purchasing Audit
September 13, 2010
Recommendation(s):
The Warehouse Supervisor has instructed their staff to begin attaching the completed
requisition form to the vendor invoice going forward to help ensure agreement before
payment is made and to centralize the storage of documents. Finally, Public Works
Department personnel should not order goods until the funding source has been approved
by all authority levels including Procurement and the monies are available.
Management Response:
Public Works Department:
There are times when Public Works Operations requires emergency and/or non-emergency
purchases. In this case, the new fiscal year budget was not loaded in the Eden System.
The Procurement Division experiences an overload of new requisitions by citywide
departments which take Procurement weeks to issue purchase orders. Existing Warehouse
policies and procedures are being revised to ensure that the recommendations made are
properly addressed.
4. Finding -Purchase Order Creation
Testing found that almost all of Public Works Department's 115 current active open
purchase and change orders were created in mid-December 2008, which may be later than
desired as projects and repairs could be adversely impacted by the delay. Consequently,
Internal Audit reviewed the Eden System's automated approval queue to calculate the
number of days that it took for each person to approve each transaction to try and determine
where the process was being bottlenecked.
The purchase orders reviewed did not enter the approval queue until late October at the
earliest with most waiting until mid November. Further analysis showed that it took an
average of thirty-four days from the date that the tested purchase and change orders first
entered the queue until the date that they were created and the corresponding funds were
made available. Most of the queue time was spent inside the Procurement Division with an
average of twenty-one days consisting of seventeen days by the employee assigned to that
department, two days by the Procurement Division Director and two days to finalize the
purchase/change orders.
Thirty-four days represents a seven day or 26% increase over the number of days that it took
the Procurement Division to create sampled purchase orders during the 2002/03 fiscal year
as identified in the internal audit report issued on 09/27/03. External factors (i.e. the
purchase order was incomplete or prepared incorrectly, the supporting invoice(s) were not
attached, etc.) which lengthen the process could not be properly evaluated and measured.
However, the overall average processing time may be too long as the purchase orders are
frequently created due to the initiating departments/divisions' immediate needs.
Recommendation(s):
The Public Works Department should try and make a more concerted effort to start the
approval queue process earlier, as close to October 1st as possible. Meanwhile, the
Procurement Division should brainstorm to try and determine what steps can be taken to
expedite and streamline the process so that needed monies could be made available earlier,
especially at the beginning of the fiscal year.
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Internal Audit Report
Public Works Department Warehouse Purchasing Audit
September 13, 2010
Management Response:
Procurement Division:
The number of days to process a requisition into a purchase order compared only one city
department. We are continuously tracking the number of days to convert purchase
requisitions into purchase orders as part of our Active Strategy reporting, and re-assign
projects as necessary to ensure the best possible lead time. There are many variables that
determine whether the issuance of a purchase order was completed in a timely manner: the
total dollar amount; information provided by the requesting department; the purchasing
authority (is in place or must one be obtained); and the priority of other projects that
Procurement staff is working on.
It is important to note that the first three (3) months of the fiscal year account for more than
70% of our annual purchase requisitions received. In past years, temporary labor would be
brought on to help with the processing of high volume of requests, or free-up Procurement
staff from performing ministerial functions so that there was a greater focus on processing
purchase requests. However, in an attempt to reduce costs due to constrained resources
over the past several years, the department has elected to not to budget dollars for
professional services or temporary labor.
Also it is important to note is that past practices of exercising the renewal options on
contracts when the vendor was performing in accordance with their contract is no longer the
standard practice. The standard practice is now to rebid contracts although renewal options
may exist. Thus many contracts that would have been renewed administratively in a very
simple and streamlined process are now formally bid, which takes procurement staff time
away from processing requisitions.
New fiscal year budget needs to be loaded during the first week of the fiscal year so as not
to impact operations.
5. Finding -P-card Accounting
Eden, the City's Financial System, currently accounts for inventory under the periodic system
whereby a purchase account is used and the inventory balance remains unchanged until the
year end physical count. Meanwhile, the Public Works Department's warehouse internally
uses the Cityworks System to record inventory which does not interface well with the Eden
System. This Cityworks System uses a perpetual inventory system so that inventory
balances are continually revised as items are purchased and disbursed. As a result, in
theory the ending Cityworks inventory balance should equal the items on hand (excluding
shrinkage, poor recordkeeping, etc.).
Any Public Works warehouse purchases paid by City check (purchase orders and Direct
Payments) are initially charged to MX Stock (bond monies) purchases and pooled cash
accounts as they do not necessarily know which division/area will ultimately use the parts.
When they are subsequently charged out, Public Works warehouse staff will then enter the
disbursement into the Cityworks system along with the applicable general ledger account
number. The Cityworks run report called Warehouse Issue Report Summary which totals all
disbursements for each general ledger account during the month specified is then forwarded
to the Finance Department. From here, it is reviewed and the reclassification entries are
made into the Eden System through monthly journal entry number 005. The problem with
this approach is that until the goods are charged out (if ever), the MX Stock purchases
account may be overstated and the incorrect pooled cash account is used to fund the
purchase.
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Internal Audit Report
Public Works Department Warehouse Purchasing Audit
September 13, 2010
However, p-card purchases are treated differently because the items are bought for a
particular division/area so the appropriate Eden System entries can be made at the time of
purchase thereby eliminating the need for reclassifying entries. Although this is the
preferred and less time consuming approach, the problem occurs when excess items are
purchased or the items are not to be used immediately and are returned to the warehouse
for safekeeping. At this time, these goods need to be separated from other items purchased
by Direct Payment or purchase order and closely monitored. They cannot be entered into
the Cityworks System because then the division/area charging out the parts will be billed
twice (once at the time of purchase and once when disbursed through journal entry 005).
Recommendation(s):
Given the above facts, Internal Audit believes in the need for uniformity in the accounting for
Public Works warehouse purchases in the Eden System. Although archaic and time
consuming, we opine that p-card purchases should be treated the same as purchase order
and Request for Direct Payment transactions to avoid the possibility that inventory balances
will be overstated if the inventory is inadvertently comingled. Public Works and Finance
Department personnel should meet to try to determine if a more efficient solution can be
reached going forward.
Management Response:
P-card purchases occur mostly during the start of a new fiscal year, before funds are loaded
and purchase orders can be issued. Since P-card purchases are also utilized by other
departments, it would be appropriate to schedule a joint meeting to also include other
operations, such as Parks I Property Management, Sanitation, to discuss optimum methods.
The Public Works Department will be addressing software interface issues between
Cityworks and the Eden system; however, the Cityworks software is being updated in 2011.
At that point, the Public Works Department will work with the Finance Department and the
Procurement Division to address the interface issues. Public Works and Finance personnel
will meet to discuss further and to determine the optimum method of accounting for these
transactions.
6. Finding -Pricing Differences
Internal Audit arbitrarily chose fifty different current fiscal year purchase order transactions
for testing. One of the tests performed included confirming that the actual prices charged by
the vendor did not exceed the quoted requisition form prices. In doing so, one of the fifty
purchase order transactions (2% of those reviewed) had an invoice price of $314.44 paid
that exceeded the quoted price of $285.60 for the purchase of liquid bleach from Rex
Chemical.
Recommendation(s):
Although not a material amount, Rex Chemical should only have been paid $285.60 based
on their acceptance of requisition number 584. Meanwhile, Public Works warehouse staff
should going forward closer scrutinize all vendor invoices to help ensure that they do not
exceed the quoted price to prevent the vendor from receiving more monies than previously
agreed upon and documented.
Management Response:
Past practices have been for the Warehouse Supervisor to periodically review random
invoices. Management will formalize the process so that in addition to the Warehouse
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Internal Audit Report
Public Works Department Warehouse Purchasing Audit
September 13, 2010
Supervisor, the Operations Superintendent will conduct I review random invoices on a bi-
weekly basis and report findings to the Operations Division Director. In addition, the
Operations Division Director will also conduct random reviews of invoices with the
Superintendent and the Warehouse Supervisor. Warehouse policies and procedures are
being revised to reflect these modifications.
Public Works, Finance and Procurement
7. Finding-Policies and Procedures
Although descriptive and covering a wide array of topics, the Public Works Department's
policies and procedures were last revised (effective 10/01/02) and did not fully address
warehouse operations. Furthermore, the Procurement Division's policies and procedures
were last revised on 10/14/03. Some of the previous procedures have changed with the
implementation of p-cards, new computer systems like Eden and Cityworks, etc.
Additionally, Section 2-339 of the City of Miami Beach Code states that the Procurement
Director shall "Prescribe and maintain a manual of purchasing procedures and provide same
for all using agencies." The Procurement Division does not have an up-to-date purchasing
manual serving as a basic guide to the City's purchasing operations and reflecting the
current provisions of the Purchasing Ordinance. Consequently, Procurement Division
personnel may receive numerous inquiries from other departments/divisions on various
items that can hinder their ability to perform other more important tasks.
Recommendation(s):
Operating policies and procedures should be updated as soon as possible and should more
descriptively outline current operations. Policies and procedures serve both as a benchmark
to measure individuals' performance and as an instruction manual in the event employees'
change.
Finally, the Procurement Division Director should maintain an updated purchasing manual
on-line that is available to all City departments/divisions. Refresher training should be
provided annually or bi-annually to City staff, as well as to new management team members
as a component of their required supervisory training.
Management Response:
Public Works Department:
Warehouse policies and procedures are being updated to reflect these modifications.
Finance Department:
In an effort to improve our P-card process, the Finance Department has been reviewing p-
card charges and analyzing expenditures trends. Upon doing so, it was discovered that
most departments typically use their p-cards for the same vendors. As a result, we have
created vendor cards for those frequently used vendors. These p-cards are restricted only
to the specific vendor, (i.e. Office Depot and Home Depot). Additionally, we are currently in
the process of reviewing and updating our p-card policies and procedures.
Procurement Division:
There are many policies that need minor revisions (i.e., changing the reference from MSAF
to Eden), and others that will require policy decisions (i.e., de-centralized purchasing
authority). And new policies and procedures will also be created.
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Internal Audit Report
Public Works Department Warehouse Purchasing Audit
September 13, 2010
EXIT CONFERENCE
An exit conference was held in the Office of Budget & Performance Improvement. Participants
included Michael Alvarez (Assistant Public Works Director), Gus Lopez, Procurement Division
Director, Georgina Echert (Assistant Finance Director), Ramon Suarez (Finance Manager), James
Sutter (Internal Auditor) and Mark Coolidge (Senior Auditor). All parties were in agreement as to the
contents of this report. Management responses were solicited and included in our report.
JJS:MC:mc
Audit performed by Mark Coolidge (Senior Auditor)
F:\obpi\$AUDIINTERNAL AUDIT FILES\DOCOS-09\REPORTS-FINAL\PUBLIC WORKS PURCHASING.doc
cc: Jorge Gomez, Assistant City Manager
Fred Beckmann, Public Works Director
Patricia Walker, Chief Financial Officer
Gus Lopez, Procurement Division Director
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