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AC 10.23.23Page 1 City of Cupertino Audit Committee Regular Meeting Minutes October 23, 2023 CALL TO ORDER At 4:00 p.m., Chair Chen called the regular meeting to order in the City of Cupertino Conference Room A, 10300 Torre Avenue. ROLL CALL Committee Members Present: Chair Angela Chen, Vice Chair Sheila Mohan, Committee member J.R. Fruen, Committee member Laura Hammer, Committee member Sophie Song City Staff Present: Kristina Alfaro, Thomas Leung, Janet Liang, Matt Morley, Jonathan Orozco Absent: Guests: Carlos Oblites (Chandler), Colleen Rozillis (Moss Adams), Will Rogers (PARS), Ryan Maxey (U.S. Bank), Rick Rosenthal (U.S. Bank) ORDERS OF THE DAY 1. APPROVE MINUTES OF REGULAR MEETING ON JULY 24, 2023 Chair Chen motioned with an edit; Committee member Hammer seconded. No public comment. The motion passes unanimously. POSTPONEMENTS ORAL COMMUNICATIONS OLD BUSINESS NEW BUSINESS 2. Receive OPEB & Pension Section 115 Trust Performance Report for the Quarter Ending September 30, 2023 Rogers provided an overview of the report. Rosenthal provided an overview of the report. Committee member Song asked what is the impact the war in Israel will have to our portfolio. Rosenthal noted that at this point in time he cannot say but it does create some uncertainty. Vice Chair Mohan asked if there are any plans to make an adjustment within the equity portfolio or to increase the fixed assets portion of the portfolio. Rosenthal noted no because equity is more favorable than the bonds. No public comment. Page 2 3. Receive the Treasurer's Investment Report for the Quarter Ending September 30, 2023 Leung provided an overview of the report. Oblites provided an overview of the report. Committee member Fruen asked if he agrees with what USBank said that we are not headed towards a recession. Oblites noted that if there is a recession that it would be headed towards a minimal recession which would be barely felt. No Public Comment. Committee member Fruen motioned. Vice Chair Mohan seconded. The motion passes unanimously. 4. Receive the Internal Audit and Fraud, Waste, and Abuse program update Rozillis provided an overview of the report. No public comment. 5. Review the OPEB and Pension Trust Investment Policy Orozco provided an overview of the report. Vice Chair Mohan asked if the difference between the two numbers is due to strategy. Orozco noted that the vendors have their own actuaries but every 2 years they will do a full analysis and in between they use a roll forward and assume the same assumptions. Orozco added that this year they made changes to the assumptions that people are living longer, retiring later, investments not doing as great and use that to plan the City’s liability. Vice Chair Mohan asked what the difference is between this policy and last years. Orozco noted that there was only an update to the asset amounts and Rosenthal’s contact information. No public comment. Committee member Fruen motioned. Committee member Hammer seconded. The motion passes unanimously. 6. Receive the Budget Format Review Leung provided an update. Committee member Song asked where in the budget discloses the revenue sharing sales tax agreements. Leung noted that the budget accounts for the net sales tax revenue. Orozco noted that accounting wise and how it is reflected in the ledger it is net. Alfaro noted that the City is required to do that because there is confidentiality related to sales tax and if it is disclose the City would be in violation of confidentiality. Chair Chen asked if the development revenue estimate includes sales, property and hotel tax. Leung noted that it would depend on the type of development, if it was a hotel it would generate transient occupancy tax. Committee member Song asked if we can disclose how many revenue sharing agreements there are. Alfaro noted that we have two and they have gone to City Council for approval with the agreements being able to be found online. Page 3 Vice Chair Mohan asked if the development revenue is an anticipated plan and why would the budget not included it. Alfaro noted that it is risky. For example, we budgeted the revenue for Prunridge being sold two years before we received it and had to come back to reallocate dollars because we did not receive the revenue. No public comment. 7. Receive the Annual Comprehensive Financial Report (ACFR) and AUP Update Orozco provided an update. Vice Chair Mohan noted that the ACFR was late last year and asked if we will face the same situation this year. Orozco noted that we will not be as delayed and noted that it will go to Council in February. No public comment. 8. Consider the Audit Committee 2024 Schedule and Work Plan Orozco presented the committee's work plan. Chair Chen proposed to cancel January 22, 2024 meeting and create a special meeting on January 29. STAFF AND COMMITTEE REPORTS Chair Chen requested staff update the Audit Committee with City Council approved financial changes that materially affect the City. COMMITTEEMEMBER ATTENDANCE AT UPCOMING MEETINGS AND EVENTS FUTURE AGENDA SETTING ADJOURNMENT The meeting adjourned at 5:49 p.m. Recording Secretary: Janet Liang, Management Analyst