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File #: 24-0506    Version: 1
Type: Work Session Item Status: Agenda Ready
File created: 11/13/2024 In control: Visalia City Council
On agenda: 1/21/2025 Final action:
Title: Review and acceptance of the Annual Measure N Independent accountants' report on applying agreed-upon procedures for fiscal year ending 6/30/24.
Attachments: 1. City of Visalia Measure N, 2. Council Presentation Measure N
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Agenda Item Wording:
title
Review and acceptance of the Annual Measure N Independent accountants' report on applying agreed-upon procedures for fiscal year ending 6/30/24.

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Deadline for Action: 1/21/2025

Submitting Department: Finance and Technology Services

Contact Name and Phone Number: Kari Williams 559-713-4298

Department Recommendation:
Review and acceptance the Measure N Independent Accountants' Report on applying agreed-upon procedures for fiscal year ending June 30, 2024.

Background Discussion:

The City, as part of the voter approved Measure N sales tax override, must have an annual procedural review of the uses of Measure N funds. M. Green and Company has performed this review, which is attached.

There were two findings for fiscal year 2023/2024 (FY 23/24). A squad vehicle and related vehicle replacement costs were inadvertently booked to the incorrect fund. The error was corrected in FY 23/24. In addition, a wire for an invoice in the amount of $20,361 was not accrued at year end. The wire year end process has been reviewed and updated to help ensure accruals are not missed in the future.

This procedural review did not include financial management and accounting practices. The purpose of this procedural review is to ensure that Measure N funds are used in accordance with the ballot measure program guidelines, and expenditure plan for the fiscal year ended June 30, 2024. The financial management and accounting practices are included in the City's annual audit.

This is a discussion of the procedural review and is not intended as a conservation about plan adjustments or other operational issues. If such adjustments are desired, they should be raised as part of a separate Council discussion.

In November of 2016, the voters of Visalia passed a 1/2 cent Sales Tax Override, Measure N - The Visalia Essential City Services Measure. Sales tax from Measure N will provide for essential city services such as police and fire,...

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