HomeMy WebLinkAboutAudit Committee - 2014CITY OF
City of Cupertino
AUDIT COMMITTEE
Special Meeting of May 28, 2014
Conf Room A, City Hall
10300 Torre Avenue, Cupertino, CA
CUPERTINO 4:00 p.m.
AGENDA
1. CALL TO ORDER
2. ROLL CALL
3. APPROVAL OF MINUTES
Approve Minutes of the regular meeting of February 24, 2014
4. ORAL COMMUNICATIONS
This portion of the meeting is reserved for persons wishing to address the committee on any
matter not on the agenda. Speakers are limited to three (3) minutes per person. In most
cases, state law will prohibit the committee from making any decision with respect to a
matter not listed on the agenda.
5. WRITTEN COMMUNICATIONS STATE OF CALIFORNIA )
) SS.
6. NEW BUSINESS COUNTY OF SANTA CLARA
A. Third Quarter Financial Report(!CJAkuA AN
z
Ei1-iPL,QYEC OF TL-ice, CITY OF CIr1PERTINO
B. Treasurer's Investment and Budget Report 0110 DEPART-
C. Presentations to Council NJENT, STATE UNDER PENA �-Yl
OF
D. Set Meeting Schedule
PERJURY THAT ON (D�I'E)
7. OLD BUSINESS (TITVIE) Z'Z , I PERSONALLY
POSTED THE NOT ICE/AGENDA ON THE
8. OTHER COMMITTEE UPDATES/REPORULLETIN BOARD AT CITY TALL.
9. ADJOURNMENT 2
Dl� E SIC1ULiR E
In compliance with the Americans for Disabilities Act (ADA), the City of Cupertino will
make reasonable efforts to accommodate persons with qualified disabilities. If you require
special assistance, please contact the city clerk's office at 408-777-3223 at least 48 hours in
advance of the meeting.
Materials related to an item on this agenda submitted to the Audit Committee after
distribution of the agenda packet are available for public inspection in the Finance
Department located at City Hall during normal business hours.
1.
3
4.
5.
7.
8.
CITY OF
City of Cupertino
AUDIT COMMITTEE
Regular Meeting of February 24, 2014
Conf Room A, City Hall
10300 Torre Avenue, Cupertino, CA
CUPERTINO 4:00 p.m.
AGENDA
CALL TO ORDER
ROLL CALL
APPROVAL OF MINUTES
Approve Minutes of the special meeting of November 6, 2013
ORAL COMMUNICATIONS
This portion of the meeting is reserved for persons wishing to address the committee on any
matter not on the agenda. Speakers are limited to three (3) minutes per person. In most
cases, state law will prohibit the committee from making any decision with respect to a
matter not listed on the agenda.
WRITTEN COMMUNICATIONS
NEW BUSINESS
A. Performance Measurements Development by Stanford Students
B. U.S. Bank presentation
C. Mid -year Budget Report
D. Reserve Policy
E. Treasurer's Investment Report
OLD BUSINESS
OTHER COMMITTEE UPDATES/REPORTS
9. ADJOURNMENT
In compliance with the Americans for Disabilities Act (ADA), the City of Cupertino will
make reasonable efforts to accommodate persons with qualified disabilities. If you require
special assistance, please contact the city clerk's office at 408-777-3223 at least 48 hours in
advance of the meeting.
Materials related to an item on this agenda submitted to the Audit Committee after
distribution of the agenda packet are available for public inspection in the Finance
Department located at City Hall during normal business hours.
STATE OF CALIFORNIA
S5.
COUNTY OF SANTA CLARA )
I, W0 D X1. ltiy,7& , AN
EMPLOYEE OF THE CITY OF CUPERTINO
D 4, DEPART-
MENT, STAT UNDER PENA TY F
PERJURY THAT ON (DATE) 0 Z
TIME , I PERS N LL
POSTED THE NOTICE/AGENDA ON THE
BULLETIN BOARD AT CITY ALL.
2
62
DA E "ATLME
CITY OF
City of Cupertino
AUDIT COMMITTEE
Special Meeting of August 27, 2014
Conf Room A, City Hall
10300 Torre Avenue, Cupertino, CA
CUPERTINO 4:00p.m.
AGENDA
CALL TO ORDER
2. ROLL CALL
3. APPROVAL OF MINUTES
Approve Minutes of the regular meeting of May 28, 2014
4. ORAL COMMUNICATIONS
This portion of the meeting is reserved for persons wishing to address the committee on any
matter not on the agenda. Speakers are limited to three (3) minutes per person. In most
cases, state law will prohibit the committee from making any decision with respect to a
matter not listed on the agenda.
5. WRITTEN COMMUNICATIONS STATE OF CALIFORNIA )
6. NEW BUSINESS COUNTY OF SANTA CLARAt)R )
A. Treasurer's Investment Report I' (,�ft�� AN
a. Cash flow projections EMPLOYEE OF T�I�, CITY OF CUPERTINO
(ice DEPART-
MENT, STATE UNDER PEN4TY OF
PERJURY THAT ON (DATE)�(TIME) �- l� Q I PEI'�I..l Y
7. OLD BUSINESS POSTED THE NOTICE/AGENDA O TEE
S. OTHER COMMITTEE UPDATES/REPTRTSETIN BOARD AT CITY HALL.
9. ADJOURNMENT ��-121 [(Z� 1�c
hi compliance with the Americans for Disabilities Act (ADA), the City of Cupertino will
snake reasonable efforts to accommodate persons with qualified disabilities. If you require
special assistance, please contact the city clerk's office at 408-777-3223 at least 48 hours in
advance of the meeting.
Materials related to an item on this agenda submitted to the Audit Committee after
distribution of the agenda packet are available for public inspection in the Finance
Department located at City Hall during nonnal business hours.
CITY OF
Amended 8/26/14, added items 6B & C City of Cupertino
AUDIT COMMITTEE
Regular Meeting of August 27, 2014
Conf Room A, City Hall
L12i 10300 Torre Avenue, Cupertino, CA
CUPERTINO 4:00p.m.
AMENDED AGENDA
1. CALL TO ORDER
2. ROLL CALL
3.
4.
5.
6.
APPROVAL OF MINUTES
Approve minutes of the regular meeting of May 28, 2014
ORAL COMMUNICATIONS
This portion of the meeting is reserved for persons wishing to ac
matter not on the agenda. Speakers are limited to three (3)�;
cases, state law will prohibit the committee from making, -any.
matter not listed on the agenda.
WRITTEN COMMUNICATIONS
NEW BUSINESS
A. Treasurer's Investment Report
a. Cash flow projections
B. Discuss an internal audit function
a. Impact on financial and operational controls
b. How would it serve the City of Cupertino?
C. Annual adoption of City Investment Policy
U
7. OLD BUSINESS "'
O
8. OTHER COMMITTEE UPDATES/REPORTS
9. ADJOURNMENT
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any
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In compliance with the Americans for Disabilities Act (ADA), the City of Cupertino will
make reasonable efforts to accommodate persons with qualified disabilities. If you require
special assistance, please contact the city clerk's office at 408-777-3223 at least 48 hours in
advance of the meeting.
Materials related to an item on this agenda submitted to the Audit Committee after
distribution of the agenda packet are available for public inspection in the Finance
Department located at City Hall during normal business hours.
CITY OF
CUPERTINO
1. CALL TO ORDER
2. ROLL CALL
3. APPROVAL OF MINUTES
4.
5.
6.
8.
City of � upertino
AUDIT COMMITTEE
Meeting of No ember 12, 2Ql �.
EOC, I ity Hall I
10300 Torre Ave ue, Cupprti�o; CA
4:00 p.m.
AGENDA
Approve Minutes of the regular meeting of May 28, 2014
Approve Minutes of the regular meeting of August 27, 2014
ORAL COMMUNICATIONS
r.�
This portion of the meeting is reserved for persons wishing to address the committee on any
matter not on the agenda. Speakers are limited to three (3) minutes per person. In most
cases, state law will prohibit the committee from making any decision with respect to a
matter not listed on the agenda.
WRITTEN COMMUNICATIONS
NEW BUSINESS
A. Retiree Health Trust Annual Performance Report by US Bank
B. Treasurer's Investment Report for Quarter Ending September 30, 2014
a. Composition of Agency securities added to analytical presentation
C. Discussion on Treasury function in the Administrative Services Department/Finance
Division
D. FY2013 - 14 CAFR Review and Acceptance
E. FY2014 - 15 1st Quarter financial Report
OLD BUSINESS
OTHER COMMITTEE UPDATES/REPORTS
9. ADJOURNMENT
In compliance with the Americans for Disabilities Act (ADA), the City of Cupertino will
make reasonable efforts to accommodate persons with qualified disabilities. If you require
special assistance, please contact the city clerk's office at 408-777-3223 at least 48 hours in
advance of the meeting.
Materials related to an item on this agenda submitted to the Audit Committee after
distribution of the agenda packet are available for public inspection in the Finance
Department located at City Hall during normal business hours.
CITY OF
City of Cupertino
AUDIT COMMITTEE
Special Meeting of May 28, 2014
Conf Room A, City Hall
10300 Torre Avenue, Cupertino, CA
CUPERTINO 4:00 p.m.
AGENDA
1. CALL TO ORDER
2. ROLL CALL
3. APPROVAL OF MINUTES
Approve Minutes of the regular meeting of February 24, 2014
4. ORAL COMMUNICATIONS
This portion of the meeting is reserved for persons wishing to address the committee on any
matter not on the agenda. Speakers are limited to three (3) minutes per person. In most
cases, state law will prohibit the committee from making any decision with respect to a
matter not listed on the agenda.
5. WRITTEN COMMUNICATIONS STATE OF CALIFO RNIA )
SS.
6. NEW BUSINESS COUNTY OF SANTA CLARA
A. Third Quarter Financial Report I' 1 ' LUJUL UV1 Y-Q- , AN
ENIPLOYEE OF THE CITY OF CUPERTINO
B. Treasurer's Investment and Budget Report 0"0 DEPART-
C. Presentations to Council M s NT, STATE Ur 1 D ER PENA T OF
D. Set Meeting Schedule
PERJURY THAT ON (D.,%TE)
7. OLD BUSINESS (Tll`wlE) Z-Z , I PFR�O ALLY
POSTED THE NOi T ICE/,,\GEN )A ON THE
8. OTHER COMMITTEE UPDATES/REPORTULLETIN BOA RD AT CITY IALL.
,Z
9. ADJOURNMENT MIF E SIG �t� URE
In compliance with the Americans for Disabilities Act (ADA), the City of Cupertino will
make reasonable efforts to accommodate persons with qualified disabilities. If you require
special assistance, please contact the city clerk's office at 408-777-3223 at least 48 hours in
advance of the meeting.
Materials related to an item on this agenda submitted to the Audit Committee after
distribution of the agenda packet are available for public inspection in the Finance
Department located at City Hall during normal business hours.