HomeMy WebLinkAboutMINUTES - 10251994 - 1.39 TO: BOARD OF SUPERVISORS
FROM: Anne Marie Gold, County Librarian
DATE: October 4, 1994
SUBJECT: AUTHORIZING RELIEF FROM CASH SHORTAGE IN LIBRARY REVOLVING FUND LIBRARY
SPECIFIC REQUEST(S) OR RECOMMENDATION(S) & BACKGROUND AND JUSTIFICATION
RECOMMENDATION:
Authorize relief of shortage in the Library Revolving Fund pursuant to Administrative Bulletin 107.5
and Government Code Section 29390.
BACKGROUND:
During a recent audit of library records by the Auditor-Controller's Office, it was discovered that the
Library Revolving Fund did not balance with the Auditor's records by $75. The Auditor's records
indicate the Library's Revolving Fund should have $1,850 and in fact the Library Revolving Fund has
$1,775.
In 1991 the Library requested a $75 increase in it's revolving fund and the request was granted by
the Auditor. A warrant was issued by the Auditor's Office but did not get deposited into the Library's
Revolving Fund.
In 1992 the Library again asked to have it's revolving fund increased by $75. This request was
granted and the funds were deposited into the Library Revolving Fund. As a result, the Library's
account does not balance with the Auditor's records.
To the best of my knowledge this shortage was not caused by fraud.
The Auditor-Controller recommends relief of said shortage.
CONTINUED ON ATTACHMENT:_YES SIGNATURE:
_RECOMMENDATION OF COUNTY ADMINISTRATOR—RECOMMENDATION OF BOARD COMMITTEE
APPROVE —OTHER -
SIGNATURE(S):
THER •SIGNATURES :
ACTION OF BOARD ON OCT APPROVED AS RECOMMENDED OTHER_
VOTE OF SUPERVISORS
I HEREBY CERTIFY THAT THIS IS A TRUE
UNANIMOUS(ABSENT ) AND CORRECT COPY OF AN ACTION TAKEN AND
AYES: NOES: ENTERED ON THE MINUTES OF THE BOARD
ABSENT: ABSTAIN: OF SUPERVISORS ON THE DATE SHOWN.
ATTESTED OCT 2 5 vs
Contact:Jerome J. Prideaux,646-6423 PHIL BATCHELOR,CLERK OF THE BOARD OF
SUPERVISORS AND COUNTY ADMINISTRATOR
cc: County Library �� l
County Administrator By Lam_ ,DEPUTY
County Auditor
1Abos\shortege.adm
Office of
COUNTY AUDITOR-CONTROLLER
Contra Costa County
Martinez, California
October 6, 1994
CONTRA COSTA COUNTY
RECEIVED
TO: Phil Batchelor, County Administrator
FROM: Kenneth J. Corcoran, Auditor-Controller OCT i 0 1994
By: Terry Vanden Heuvel, Staff Auditor���
OFFICE OF
SUBJECT: Relief of Cash Shortage I COUNTY ADMINISTRATOR �
We have reviewed the attached request of the County Librarian, dated October 4, 1994, for
relief of a $75.00 cash shortage. The department's investigation of this shortage appears adequate.
We recommend that relief of$75.00 be granted.
cc: Anne Marie Gold
Attachment
CONTRA COSTA COUNTY LIBRARY
INTER-OFFICE MEMO
DATE: October 4, 1994
TO: Phil Batchelor, County Administrator
FROM: Anne Marie Gold, County Librarian OW
SUBJECT: RELIEF OF SHORTAGE IN LIBRARY REVOLVING FUND
In compliance with Administrative Bulletin 107.5 and pursuant to Government Code
Section 19290, I am requesting relief for a $75.00 shortage in the Library revolving fund.
In 1991 the Library received permission to increase its revolving fund by $95.00. This
request was granted and a demand was submitted to your office. Twenty dollars of the
$95.00 received went to the San Ramon Library to increase it's revolving fund and the
remaining $75.00 was to be used to increase Library Administration's change fund from
$125.00 to $200.00.
In August of 1992, the Library again asked to have its revolving fund increased by
$375.00. Three hundred dollars of the request funds was to be used to increase the
Library Administration checking account from $200.00 to $500.00 and the remaining
$75.00 was requested to increase the Library Administration revolving fund to $200.00
from $125.00. Apparently the $75.00 received in 1991 was not used to increase the
Library Administration change fund. Our records indicate the Library Administration
change fund was still at the $125.00 level instead of $200.00.
Our request was granted and a demand, which was correctly coded, was submitted and
the funds were received.
The end result is that the Library submitted two requests for the same $75.00 increase and
received the funds both times. The first $75.00 is missing. Library Administration staff
and Terry VandenHeuvel, Contra Costa County Auditor's Office Staff Auditor, were
unable to locate-the missing $75.00.
Please be advised that the Senior Account Clerk who was responsible for Library
Administration accounting is no longer employed by the Library as a result of our budget
cuts in fiscal year 1993/94. Therefore, Library staff was not able to query her regarding
this matter.
I am requesting relief for this shortage and I am requesting that the Library's Revolving
Fund Balance on the General Ledger be reduced to $1,775.00 so the Library's records and
the Auditor's records are correct.
To the best of my knowledge this shortage was not caused by fraud.
Attachment iAjeanne\shortage.adm
Office of
COUNTY AUDITOR-CONTROLLER
Contra Costa County
Martinez, California RECEPIED
August 16, 1994 SLF 2 2 19%
INTUM AMDMSION
TO: Jeanne Fabbri
FROM: Terry Vanden Heuvel, Staff Auditor��/
SUBJECT: Relief of Shortage in the Revolving Fund
As per our recent phone conversations, it appears that there is a$75 shortage in the revolving
fund. The shortage went unnoticed because the County's check#4146519/5/91 for $95 that was to
increase your revolving fund was incorrectly coded to an expense account. $20 of the $95 check was
allocated to the San Ramon Branch to increase their revolving fund and the remaining $75 was to be
used to increase the Library Administration's Change Fund to $200. When I did my cash counts and
compared the total counts to the General Ledger Revolving Fund balance for the Library it appeared
that there was a $20 overage. This apparent overage was the result of counting the $20 allocation to
San Ramon in 1991 that was miscoded to the expense account. When the $95 disbursement is coded
correctly, the comparison of the cash count to the General Ledger will show the $75 shortage in the
County Library's Revolving Fund.
Accounts Payable will do an adjustment to decrease the expense account and increase Library's
Revolving Fund balance in the General Ledger to $1,850. To decrease the Library's Revolving Fund
balance on the General Ledger to $1,775, Library Administration will have to request relief of
shortage. However, instead of submitting a demand to Accounts Payable for a check for $75, Library
Administration should request that the Library's Revolving Fund balance on the General Ledger be
reduced by $75. The Board Order granting relief of shortage will provide authorization for this
adjustment.