Memos and Quarterly Reports

Fiscal Year 2016-2017
The City Auditor’s Office recommends the Policy and Services Committee review and recommend to the City Council acceptance of the Auditor’s Office Quarterly Report as of December 31, 2016.
Revision Date: 2/14/2017
The Office of the City Auditor recommends acceptance of the Auditor’s Office Quarterly Report as of September 30, 2016. At its meeting on November 29, 2016, the Policy and Services Committee approved and unanimously recommended the City Council accept the report. The Policy and Services Committee minutes are included in this packet.
Revision Date: 2/13/2017
The Office of the City Auditor recommends acceptance of the Auditor’s Office Quarterly Report as of June 30, 2016. At its meeting on August 16, 2016, the Policy and Services Committee approved and unanimously recommended the City Council accept the report. The Policy and Services Committee minutes are included in this packet.
Revision Date: 10/17/2016
The Office of the City Auditor recommends acceptance of the Auditor’s Office Quarterly Report as of March 31, 2016. At its meeting on May 10, 2016, the Policy and Services Committee approved and unanimously recommended the City Council accept the report. The Policy and Services Committee minutes are included in this packet.
Revision Date: 8/15/2016
The Office of the City Auditor recommends a soft transition of the annual Performance Report to the City Manager's Office and the Office of Management and Budget. At its meeting on June 14, 2016, the Policy and Services Committee approved and unanimously recommended the City Council accept this direction. The Policy and Services Committee minutes are included in this packet.
Revision Date: 8/15/2016
Fiscal Year 2015-2016
The City Auditor recommends approval of an agreement with the accounting firm of Macias, Gini & O’Connell LLP (MGO), for external financial audit services for the five fiscal years ending on June 30, 2016, through June 30, 2020. The cost of the agreement is $795,972, plus a 10 percent contingency of $79,597, for a total not to exceed amount of $875,569.
Revision Date: 4/4/2016
The Office of the City Auditor recommends acceptance of the City Auditor’s Quarterly Report as of December 31, 2015. At its meeting on February 9, 2016, the Policy and Services Committee approved and unanimously recommended the City Council accept the report. The Policy and Services Committee minutes are included in this packet.
Revision Date: 4/4/2016
The Office of the City Auditor recommends acceptance of the City Auditor’s Quarterly Report as of September 30, 2015. At its meeting on November 10, 2015, the Policy and Services Committee approved and unanimously recommended the City Council accept the report. The Policy and Services Committee minutes are included in this packet.
Revision Date: 1/25/2016
The Office of the City Auditor recommends acceptance of the City Auditor’s Quarterly Report as of June 30, 2015. At its meeting on October 6, 2015, the Policy and Services Committee reviewed the report; however, the Committee inadvertently did not take action. After discussion with the Chair of the Committee, it was agreed that the Committee's approval and recommendation for Council to accept the report was implied. The Policy and Services Committee minutes are included in this packet
Revision Date: 11/30/2015
The Office of the City Auditor recommends acceptance of the City Auditor’s Quarterly Report as of March 31, 2015. At its meeting on April 28, 2015, the Policy and Services Committee approved and unanimously recommended the City Council accept the report. The Policy and Services Committee minutes are included in this packet.
Revision Date: 8/17/2015
Fiscal Year 2014-2015
The Office of the City Auditor recommends acceptance of the City Auditor’s Quarterly Report as of December 31, 2014. At its meeting on February 10, 2015, the Policy and Services Committee approved and unanimously recommended the City Council accept the report. The Policy and Services Committee minutes are included in this packet.
Revision Date: 4/6/2015
Staff recommends that the City Council refer presentation of the Animal Services Audit to the Finance Committee.
Revision Date: 3/23/2015
The Office of the City Auditor recommends acceptance of the City Auditor’s Quarterly Report as of September 30, 2014. At its meeting on October 21, 2014, the Policy and Services Committee approved and unanimously recommended the City Council accept the report. The Policy and Services Committee minutes are included in this packet.
Revision Date: 12/1/2014
The Office of the City Auditor recommends adoption of an ordinance to amend Section 2.08.130 of the Palo Alto Municipal Code, Office and Duties of the City Auditor.
Revision Date: 10/20/2014
The Office of the City Auditor recommends acceptance of the City Auditor’s Quarterly Report as of June 30, 2014. At its meeting on August 12, 2014, the Policy and Services Committee approved and unanimously recommended the City Council accept the report. The Policy and Services Committee minutes are included in this packet.
Revision Date: 9/22/2014
The Office of the City Auditor recommends acceptance of the Auditor’s Office Quarterly Report as of March 31, 2014, which the Policy and Services Committee reviewed at its meeting on May 13, 2014. The Policy and Services Committee minutes are included in this packet.
Revision Date: 8/4/2014
Fiscal Year 2013-2014
The Office of the City Auditor recommends acceptance of the City Auditor’s Quarterly Report as of December 31, 2013. At its meeting on February 18, 2014, the Policy and Services Committee approved and unanimously recommended the City Council accept the report. The Policy and Services Committee minutes are included in this packet.
Revision Date: 4/7/2014
The Office of the City Auditor recommends acceptance of the City Auditor’s Quarterly Report as of September 30, 2013. At its meeting on November 19, 2013, the Policy and Services Committee approved and unanimously recommended the City Council accept the report. The Policy and Services Committee minutes are included in this packet.
Revision Date: 1/13/2014
The Office of the City Auditor recommends acceptance of the City Auditor’s Quarterly Report as of June 30, 2013. At its meeting on September 10, 2013, the Policy and Services Committee approved and unanimously recommended the City Council accept the report. The Policy and Services Committee minutes are included in this packet.
Revision Date: 10/21/2013
Fiscal Year 2012-2013
This is an informational report and no action is required.
Revision Date: 6/3/2013
The Office of the City Auditor recommends acceptance of the City Auditor’s Quarterly Report as of March 31, 2013. At its meeting on April 9, 2013, the Policy and Services Committee approved and unanimously recommended the City Council accept the report. The Policy and Services Committee minutes are included in this packet.
Revision Date: 5/13/2013
The Office of the City Auditor recommends acceptance of the Discussion of the Fraud, Waste, and Abuse Hotline Pilot and the City Auditor’s Recommendation to Continue the Hotline Beyond the Pilot Phase. At its meeting on April 9, 2013, the Policy and Services Committee approved and unanimously recommended the City Council accept the report. The Policy and Services Committee minutes are included in this packet.
Revision Date: 5/13/2013
The Office of the City Auditor recommends acceptance of the City Auditor’s Quarterly Report as of December 31, 2012 and Revised Workplan. At its meeting on February 12, 2013, the Policy and Services Committee approved and unanimously recommended the City Council accept the report. The Policy and Services Committee minutes are included in this packet.
Revision Date: 4/1/2013
The Office of the City Auditor recommends acceptance of the City Auditor’s Quarterly Report as of September 30, 2012. At its meeting on November 20, 2012, the Policy and Services Committee approved and unanimously recommended the City Council accept the report. The Policy and Services Committee minutes are included in this packet.
Revision Date: 1/22/2013
The City Auditor’s Office recommends acceptance of the City Auditor’s Quarterly Report as of June 30, 2012. At its meeting on September 11, 2012, the Policy and Services Committee approved and unanimously recommended the City Council accept the report. The Policy and Services Committee minutes are included in this packet.
Revision Date: 10/22/2012
The City Auditor’s Office recommends acceptance of the Policy for Administering the Employee Ethics Hotline. At its meeting on June 12, 2012, the Policy and Services Committee approved and unanimously recommended the City Council accept the report. The Policy and Services Committee minutes are included in this packet.
Revision Date: 7/23/2012
Fiscal Year 2011-2012
The City Auditor’s Office recommends acceptance of the City Auditor’s Quarterly Report as of March 31, 2012. At its meeting on May 8, 2012, the Finance Committee approved and unanimously recommended the City Council accept the report. The Finance Committee minutes are included in this packet.
Revision Date: 6/18/2012
The City Auditor’s Office recommends the Policy and Services Committee accepts and recommend to the City Council the City Employee Ethics Hotline Administration Policy.
Revision Date: 6/12/2012
The City Auditor's Office recommends acceptance of the City Auditor's Quarterly Report as of December 31, 2011. At its meeting on March 20, 2012, the Finance Committee approved and unanimously recommended the City Council accept the report. The Finance Committee minutes are included in this packet.
Revision Date: 4/23/2012
This is an informational report and no action is required.
Revision Date: 3/26/2012
The City Auditor's Office recommends acceptance of the City Auditor's Quarterly Report as of September 30, 2011. At its meeting on December 6, 2011, the Finance Committee approved and unanimously recommended the City Council accept the report. The Finance Committee action minutes are included in this packet.
Revision Date: 2/21/2012
The City Auditor's Office recommends acceptance of the City Auditor's Quarterly Report as of June 30, 2011. At its meeting on September 20, 2011, the Finance Committee approved and unanimously recommended the City Council accept the Auditor's Office Quarterly Report as of June 30, 2011. The Finance Committee minutes are included in this packet.
Revision Date: 11/7/2011
The Policy and Services Committee recommends that the City Council approve the implementation plan for establishing an employee hotline on an 18-month pilot basis, with an implementation date of January 1, 2012.
Revision Date: 7/25/2011
The Policy and Services Committee should discuss and recommend the City Council approve the Interim City Auditor’s Proposed Implementation Plan for an employee-only Fraud, Waste, and Abuse Hotline.
Revision Date: 7/12/2011
Fiscal Year 2010-2011
Auditor's Office Quarterly Report as of March 31, 2011. In accordance with the Municipal Code, the City Auditor prepares an annual work plan for approval by the City Council, and issues quarterly reports to the City Council describing the status and progress towards completion of the work plan. This report provides the City Council with an update on the activities of the Office as of March 31, 2011.
Revision Date: 6/13/2011
Auditing standards require the external auditor to communicate with those charged with governance those matters related to the financial statement audit that are, in the auditor’s professional judgment, significant and relevant to the responsibilities of those charged with governance in overseeing the financial reporting process. This is an informational item and no action is required.
Revision Date: 6/7/2011
Approval of Contract with Macias Gini & O’Connell LLP (MGO), in an Amount Not to Exceed $774,596 (including 10% contingency fee) for External Financial Audit Services for Fiscal Years Ending June 30, 2011 through June 30, 2015
Revision Date: 5/2/2011
The City Charter requires the City Council, through the City Auditor, to engage an independent certified public accounting firm to conduct the annual external audit, and report the results of the audit, in writing, to the City Council.
Revision Date: 4/19/2011
Auditor's Office Quarterly Report as of December 31, 2010. In accordance with the Municipal Code, the City Auditor prepares an annual work plan for approval by the City Council, and issues quarterly reports to the City Council describing the status and progress towards completion of the work plan. This report provides the City Council with an update on the activities of the Office as of December 31, 2010.
Revision Date: 3/1/2011
Auditor's Office Quarterly Report as of September 30, 2010. In accordance with the Municipal Code, the City Auditor prepares an annual work plan for approval by the City Council, and issues quarterly reports to the City Council describing the status and progress towards completion of the work plan. This report provides the City Council with an update on the activities of the Office as of September 30, 2010.
Revision Date: 10/18/2010
Auditor's Office Quarterly Report as of June 30, 2010. In accordance with the Municipal Code, the City Auditor prepares an annual work plan for approval by the City Council, and issues quarterly reports to the City Council describing the status and progress towards completion of the work plan. This report provides the City Council with an update on the activities of the Office as of June 30, 2010.
Revision Date: 9/13/2010
This report restates data for fuel and energy use, and Greenhouse Gas Emissions presented in CMR 194: 10. It also presents causes for the variations. The Greenhouse Gas Emissions from City operations declined by 10% between 2005 and 2009. The estimated savings from reduced fuel, electricity and natural gas consumption through the Climate Protection Plan increased from the reported $330,250 to $570,707.
Revision Date: 7/28/2010
Fiscal Year 2009-2010
Auditor's Office Quarterly Report as of December 31, 2009. In accordance with the Municipal Code, the City Auditor prepares an annual work plan for approval by the City Council, and issues quarterly reports to the City Council describing the status and progress towards completion of the work plan. This report provides the City Council with an update on the activities of the Office as of December 31, 2009.
Revision Date: 2/16/2010
Auditor's Office Quarterly Report as of September 30, 2009. In accordance with the Municipal Code, the City Auditor prepares an annual work plan for approval by the City Council, and issues quarterly reports to the City Council describing the status and progress towards completion of the work plan. This report provides the City Council with an update on the activities of the Office as of September 30, 2009.
Revision Date: 12/1/2009
In accordance with the Municipal Code, the City Auditor prepares an annual work plan for approval by the City Council, and issues quarterly reports to the City Council describing the status and progress towards completion of the work plan. This report provides the City Council with an update on the activities of the Office as of June 30, 2009.
Revision Date: 9/14/2009
Fiscal Year 2008-2009
with Maze & Associates to Provide a Contingency of $42,605 for a Total Contract Amount Not to Exceed $866,142
Revision Date: 5/11/2009
In accordance with the Municipal Code, the City Auditor prepares an annual work plan for approval by the City Council, and issues quarterly reports to the City Council describing the status and progress towards completion of the work plan. This report provides the City Council with an update on the activities of the Office as of March 31, 2009.
Revision Date: 4/21/2009
Auditor's Office Quarterly Report as of December 31, 2008 Auditor's Office Quarterly Report as of December 31, 2008.In accordance with the Municipal Code, the City Auditor prepares an annual work plan for approval by the City Council, and issues quarterly reports to the City Council describing the status and progress towards completion of the work plan. Included is an update that includes 1st AND 2nd quarter FY 2008-09. This report provides the City Council with an update on the activities of the Office as of December 31, 2008.
Revision Date: 3/10/2009
Auditor's Office Quarterly Report as of September 30, 2008. In accordance with the Municipal Code, the City Auditor prepares an annual work plan for approval by the City Council, and issues quarterly reports to the City Council describing the status and progress towards completion of the work plan. Included is an update that includes 3RD AND 4TH quarter FY 2007-08. This report provides the City Council with an update on the activities of the Office as of September 31, 2008.
Revision Date: 10/21/2008
Fiscal Year 2007-2008
Resolution of the Council of the City of Palo Alto Expressing Appreciation to Sharon Winslow Erickson upon her Departure
Revision Date: 2/19/2008
In an Amount Not to Exceed $426,052 for External Audit Services for Fiscal Years Ending June 30, 2008 through June 30, 2010
Revision Date: 2/11/2008
Auditor's Office Quarterly Report as of December 31, 2007 In accordance with the Municipal Code, the City Auditor prepares an annual work plan for approval by the City Council, and issues quarterly reports to the City Council describing the status and progress towards completion of the work plan. This report provides the City Council with an update on the activities of the Office as of December 31, 2007.
Revision Date: 1/15/2008
Auditor's Office Quarterly Report as of September 30, 2007 In accordance with the Municipal Code, the City Auditor prepares an annual work plan for approval by the City Council, and issues quarterly reports to the City Council describing the status and progress towards completion of the work plan. This report provides the City Council with an update on the activities of the Office as of September 30, 2007.
Revision Date: 10/25/2007
Recommendation from Policy and Services Committee to Adopt a Resolution Adopting a Code of Conduct for City Council Members and City Council Candidates for the Refuse hauling Procurement Process
Revision Date: 7/16/2007
In accordance with the Municipal Code, the City Auditor prepares an annual work plan for approval by the City Council, and issues quarterly reports to the City Council describing the status and progress towards completion of the work plan. This report provides the City Council with an update on the activities of the Office as of June 30, 2007.
Revision Date: 7/11/2007
Fiscal Year 2006-2007
In accordance with the Municipal Code, the City Auditor prepares an annual work plan for approval by the City Council, and issues quarterly reports to the City Council describing the status and progress towards completion of the work plan. This report provides the City Council with an update on the activities of the Office as of March 31, 2007.
Revision Date: 4/10/2007
In accordance with the Municipal Code, the City Auditor prepares an annual work plan for approval by the City Council, and issues quarterly reports to the City Council describing the status and progress towards completion of the work plan. This report provides the City Council with an update on the activities of the Office as of December 31, 2006.
Revision Date: 1/17/2007
This report provides the City Council with an update on the activities of the Office as of September 30, 2006.
Revision Date: 11/7/2006
This report provides the City Council with an update on the activities of the Office as of June 30, 2006.
Revision Date: 7/18/2006
Fiscal Year 2005-2006
This report provides the City Council with an update on the activities of the Office as of March 31, 2006.
Revision Date: 4/18/2006
This report provides the City Council with an update on the activities of the Office as of December 31, 2005.
Revision Date: 2/7/2006
This report provides the City Council with an update on the activities of the Office as of September 30, 2005.
Revision Date: 11/1/2005
On May 9, 2005, the City Council discussed a colleague’s memo concerning a proposal from a developer to construct a new 60,000 square foot police building on Gilman Street in downtown Palo Alto. The City Council directed staff and the City Auditor to review the project and provide comments and assessment of the proposal to the City Council.
Revision Date: 8/8/2005
This report provides the City Council with an update on the activities of the Office as of June 30, 2005.
Revision Date: 7/19/2005
Fiscal Year 2004-2005
The purpose of this report is to provide the City Council with a status report on the activities of the Office as of April 2005.
Revision Date: 4/19/2005
Approval of contract with Maze & Associates in an amount not to exceed $ 387,937 for external audit services for fiscal years ending June 30, 2005 through June 30, 2007
Revision Date: 4/1/2005
The City Charter requires the City Council, through the City Auditor, to engage an independent certified public accounting firm to conduct the annual external audit, and report the results of the audit, in writing, to the City Council.
Revision Date: 3/15/2005
This report provides the City Council with an update on the activities of the Office as of February 2005.
Revision Date: 2/15/2005
Fiscal Year 2003-2004
The purpose of this report is to provide the City Council with a status report on the activities of the Office for the period ending May 31, 2004.
Revision Date: 6/1/2004
The Administrative Services Department approached the City Auditor’s Office to determine if we could help streamline the handling of returned checks less than $25. Our objective was to assess (1) the current policy and procedures followed by various departments, and (2) the impact on the City’s operational costs.
Revision Date: 6/1/2004
The purpose of this report is to provide the City Council with a status report on the activities of the Office for the quarter ending September 30, 2003.
Revision Date: 10/1/2003
The purpose of this report is to provide the City Council with a status report on the activities of the Office for the quarter ending June 30, 2003.
Revision Date: 7/15/2003
Fiscal Year 2002-2003
Approval of Contract with Maze and Associates in an Amount Not to Exceed $280,660 for External Audit Services for Fiscal Years Ending June 30, 2003 and June 30, 2004
Revision Date: 4/14/2003
The purpose of this report is to provide the City Council with a status report on the activities of the Office as of March 1, 2003.
Revision Date: 4/1/2003
Maze and Associates is interested in providing continuing audit services for the fiscal year ending June 30, 2003.
Revision Date: 3/18/2003
This report provides the City Council with an update on the activities of the Office as of November 30, 2002.
Revision Date: 12/16/2002
At the request of the City Manager, the City Auditor's Office evaluated and provided comment on the Police Department's proposal to provide animal sheltering and associated services to the City of Sunnyvale.
Revision Date: 12/9/2002
The purpose of this report is to provide the City Council with a status report on the activities of the Office during the past three months.
Revision Date: 8/5/2002
Fiscal Year 2001-2002
Approval of Contract Between the City of Palo Alto and Maze and Associates for an amount Not to Exceed $160,500 for External Audit Services
Revision Date: 4/1/2002
The purpose of this report is to provide the City Council with a status report on the activities of the Office during the past three months.
Revision Date: 4/1/2002
The purpose of this report is to provide the City Council with a status report on the activities of the Office during the past three months.
Revision Date: 12/4/2001
The purpose of this report is to provide the City Council with information regarding the current status of the City Auditor’s Office and next steps.
Revision Date: 8/6/2001