HomeMy WebLinkAbout1991.05.21_City Council MinutesOWASSO CITY COUNCIL MAY 21, 1991
On Tuesday, May 21, 1991 the Owasso City Council met in a regular
session in the Council Chambers at the Community Center per the
Notice of Public Meeting and Agenda posted on the City Hall
bulletin board at 4:00 p.m. on Friday, May 17, 1991.
ITEM 1: CALL TO ORDER.
The meeting was called to order at 7:05 p.m. with Mayor Phillips
presiding.
ITEM 2: FLAG SALUTE.
The flag salute was led by Mayor Phillips.
ITEM 3: ROLL CALL.
PRESENT: John Phillips, Mayor
Patricia K. Marlar, Vice Mayor
Mark Thompson, Councilor
Bob Randolph, Councilor
Jason Gittelman, Councilor
Rodney J. Ray, City Manager
Ronald D. Cates, City Attorney
Jane Buchanan, City Clerk
ABSENT: None
A quorum was declared present.
ITEM 4: REQUEST APPROVAL OF THE MINUTES FROM MAY 7, 1991
MEETING.
A motion was made by P. Marlar, seconded by J. Gittelman, to
approve the minutes by reference made a part hereto.
AYE: Marlar, Gittelman, Thompson, Randolph, Phillips
NAY: None
MOTION: Carried 5-0
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OWASSO CITY COUNCIL MAY 21, 1991
ITEM 5: REQUEST FOR APPROVAL OF THE CLAIMS.
A motion was made by M. Thompson, seconded by P. Marlar, to
approve the claims as follows: (1) General Fund $22,448.55 (2)
Ambulance Service Fund $2,062.40 (3) Ambulance Service Capital
Improvement $38,305.36 (4) City Garage $10,302.48 (5) Revenue
Bond Project Fund $41,704.55 (6) General Fund Payroll $68,870.36
and (7) Garage Payroll $2,757.41.
AYE: Thompson, Marlar, Randolph, Gittelman, Phillips
NAY: None
MOTION: Carried 5-0
ITEM 6: REQUEST FOR COUNCIL ACTION ON RESOLUTION NO 91-02 A
RESOLUTION RELATING TO A RECOMMENDATION FROM THE OWASSO
SALES TAX WATCHDOG COMMITTEE EXPRESSING THE INTENT THAT
ALL PROCEEDS FROM THE SALE OF PROPERTY ORIGINALLY
ACQUIRED USING REVENUE FROM THE 1988 REVENUEISALES TAX
BOND ISSUE BE RETURNED TO THE CAPITAL IMPROVEMENT FUND
FOR REAPPROPRIATION THROUGH THE APPROVED PROCESS.
Mr. Ray presented this item to Council stating the committee's
request is for the Council to take some official action
expressing "the intent" of the Council for the use of funds
received from the sale of property that was originally acquired
with proceeds from the sales tax fund in regards to the "Main
Street Renovation Project".
Mr. Ray stated the staff has reviewed the Resolution and feels it
reflects the intent of the Council at the time the "Main Street
Renovation Project" was approved.
A motion was made by B. Randolph, seconded by P. Marlar, to
approve Resolution No. 91-02.
AYE: Randolph, Marlar, Gittelman, Thompson, Phillips
NAY: None
MOTION: Carried 5-0
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OWASSO CITY COUNCIL
MAY 21, 1991
ITEM 7: REQUEST FOR COUNCIL APPROVAL OF A RECOMMENDATION FROM
THE OWASSO SALES TAX WATCHDOG COMMITTEE FOR THE
ADOPTION OF A COUNCIL POLICY PROVIDING FOR A CRITERIA
TO BE USED IN THE SELECTION PROCESS FOR FUTURE
APPOINTMENTS TO THAT COMMITTEE.
Mr. Michael Phillipi, Chairman of the Watchdog Committee
presented this item to Council stating the current committee has
developed a "membership criteria" based on its understanding of
the underlying intent of the purpose and makeup of the committee.
This policy will establish a selection criteria in advance of
future appointments since the original "slots" were designated
for the specific purpose of providing a diverse and represent-
ative membership. It is the belief of the committee that such a
guideline will make the selection less arbitrary and would help
to assure the citizens that the make-up of the Committee will be
maintained.
Mr. Cates stated he has reviewed the policy and it is consistent
with the Bond Issue and he concurred with the policy.
After discussion by Council, a motion was made by P. Marlar,
seconded by 8. Randolph, to approve and adopt the policy as
submitted by the Watchdog Committee.
AYE: Marlar, Randolph, Thompson, Gittelman, Phillips
NAY: None
MOTION: Carried 5-0
Note: The adopted policy statement is Attachment "A" to these
minutes. jb
ITEM 8: REQUEST FOR COUNCIL APPROVAL OF A CONTRACT BETWEEN THE
CITY OF OWASSO AND COOPERS AND LYBRAND INC IN THE
AMOUNT OF $15.000.00 FOR THE PURPOSE OF PROVIDING AN
INDEPENDENT AUDIT OF THE FINANCIAL ACTIVITIES OF THE
GENERAL FUND AND OTHER TRUSTS FUNDS FOR FISCAL YEAR
1990-1991.
Ms. Lambert and Mr. Gerow presented this item to Council stating
requests for proposals were solicited for on March 26, 1991 and
six firms submitted proposals for consideration. They were as
follows: (1) Stanfield and O'Dell, P.C. (2) Havern, Behrens and
Heim, C.P.A.s (3) Coppers and Lybrand, Inc. (4) Carlson and
Cottrell, C.P.A.s (5) Horne and Company, C.P.A.s and (6) Baird,
Kurtz and Dobson, C.P.A.s.
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OWASSO CITY COUNCIL
MAY 21, 1991
Ms. Lambert gave a brief review of the City's evaluation which
considered the technical qualifications and cost. The "Audit
Proposal Evaluation" document was outline to show Council the
method of arriving at their recommendation.
Ms. Lambert stated based on the scoring of the evaluations, the
Finance Department recommends the firm of Coopers and Lybrand,
Inc. for the fiscal year ending June 30, 1991 audit and arbitrage
calculation.
Mr. Ray stated he wished the record to reflect, as he did in the
memo given to the Councilmembers, that there is a relationship
between Ms. Lambert and a member of the firm. Ms. Lambert will
be marrying Mr. Kurt Bishop who is employed by the firm in their
Management Consulting Services division. He felt there needed to
be a full disclosure to Council since it might be perceived as a
conflict of interest.
Mr. Cates stated there is no Council policy or state law pro-
hibiting this employment.
After discussion by Council, a motion was made by P. Marlar,
seconded by J. Gittelman, to approve a contract with Coopers and
Lybrand, Inc. for the audit and arbitrage calculation for the
fiscal year 1990-1991 and since a full disclosure was declared
then she requested a copy of the memo from the City Manager
become a part of these records so nothing would be perceived
later as a conflict of interest in this situation.
AYE: Marlar, Gittelman, Randolph, Thompson, Phillips
NAY: None
MOTION: Carried 5-0
Note: The above mentioned memo from the City Manager to the
Council is Attachment "B" to these minutes. jb
ITEM 9: REQUEST FOR COUNCIL APPROVAL OF RESOLUTION NO. 91-03.
A RESOLUTION RE-ACCEPTING BENEFICIAL INTEREST IN AND TO
THE OWASSO ECONOMIC DEVELOPMENT AUTHORITY (O.E.D.A.).
Mr. Hall presented this item to Council stating with the Declara-
tion of Trust amended to remove one dedicated City Council seat
on the Authority since the Authority does not receive city money,
the Council, in accordance to the Trust Indenture, needs to re-
accept interest in the Trust.
A motion was made by J. Gittelman, seconded by P. Marlar, to
approve Resolution No. 91-03.
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OWASSO CITY COUNCIL
AYE: Gittelman, Marlar, Thompson, Phillips
NAY: None
ABSTAIN: Randolph
MOTION: Carried 4-C~,= 1
MAY 21, 1991
ITEM 10: REQUEST FOR COUNCIL ACCEPTANCE OF A GRANT AWARD FROM
THE OKLAHOMA DISTRICT ATTORNEY'S COUNCIL IN THE AMOUNT
OF 550 000 00 FOR THE PURPOSE OF CONTINUING AND
EXPANDING AN EXISTING D.A.R.E. PROGRAM. SUCH AWARD
CONTINGENT UPON A MATCHING AMOUNT OF 516.667.00 FROM
THE CITY OF OWASSO.
Chief Motto presented this item to Council stating in March the
Police Department was authorized by Council to file an
application for an $84,000.000 grant. The Department has been
notified of an award of $50,000.00. This money will be used to
provide salaries for two D.A.R.E. officers and materials to
expand the program through the sixth grade.
A motion was made by B. Randolph, seconded by P. Marlar, to
accept the grant award of $50,000.00 with a city match of
$16,667.00 to continue the D.A.R.E. program and directed the
staff to include the necessary revenue and cost in the 1991-92
budget and authorize the Mayor to execute the grant agreement for
the City.
AYE: Randolph, Marlar, Thompson, Gittelman, Phillips
NAY: None
MOTION: Carried 5-0
ITEM 11: REQUEST FOR COUNCIL CONSIDERATION OF AN APPEAL TO A
DECISION BY THE OWASSO PLANNING COMMISSION ON CASE OZ-
84 WHEREIN A REZONING REQUEST BY OWASSO DEVELOPMENT
COMPANY WAS DENIED.
Mr. Compton stated the applicant requested this item to be
continued.
A motion was made by P. Marlar, seconded by J. Gittelman, to
defer this item until the June 4, 1991 meeting at the request of
the applicant.
AYE: Marlar, Gittelman, Thompson, Randolph, Phillips
NAY: None
MOTION: Carried 5-0
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OWASSO CITY COUNCIL
MAY 21, 1991
ITEM 12: COUNCIL CONSIDERATION AND ACTION RELATING TO A REQUEST
BY THE OWASSO CHAMBER OF COMMERCE FOR COUNCIL APPROVAL
OF THE USE OF CITY PROPERTY FOR THE SITE OF THE 1992
"GOOD SAMS" NORTHEASTERN OKLAHOMA DISTRICT CONVENTION.
Mr. Ray gave a report on the convention held during the week of
April 15-21 at the Recreation Center location and recommended
that in consideration of the favorable response documented by a
written survey sent to businesses, neighborhood residents and
civic organizations, he requested the Council approve this
request of the Chamber.
After discussion by Co
Marlar, seconded by B.
Chamber for the use of
extended an invitation
return to our city for
AYE: Marlar, Randolph,
NAY: None
MOTION: Carried 5-0
uncil and citizens, a motion was made by P.
Randolph, to approve the request of the
city property for the 1992 convention and
to the members of the Good Sams present to
next year's convention.
Gittelman, Thompson, Phillips
ITEM 13: REQUEST THAT THE STAFF BE DIRECTED TO CONTINUE THE .
FINAL APPLICATION PROCESS FOR A GRANT AWARD FROM THE
NATIONAL PARKS SERVICE IN THE AMOUNT OF $25 000 00 FOR
THE PURPOSE OF CONSTRUCTING A COMMUNITY PICNIC FACILITY
IN RAYOLA PARK. SUCH AWARD CONTINGENT UPON A MATCHING
AMOUNT OF X25.000.00.
Mr. Compton gave a detailed report on the application to date and
requested authorization to continue the application process.
A motion was made by P. Marlar, seconded by J. Gittelman, to
direct the staff to continue the final application process for a
grant from the National Parks Service in the amount of
$25,000.00.
AYE: Marlar, Gittelman, Thompson, Randolph, Phillips
NAY: None
MOTION: Carried 5-0
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OWASSO CITY COUNCIL
MAY 21, 1991
ITEM 14: REQUEST FOR COUNCIL ACTION TO AWARD A_BID TO DAVE GRUBB
TRUCKING OF TULSA IN THE AMOUNT OF X14 000.00 FOR THE
PURCHASE OF ONE (1) USED DUMP TRUCK FOR THE OWASSO
STREET DEPARTMENT.
Mr. Griffin addressed Council stating request were sent to three
vendors and bids were received from two vendors on May 16, 1991.
They were as follows: (1) J & D Truck Sales $17,600.00 and (2)
Dave Grubb Trucking $14,000.00. He stated Mr. Luce and he have
inspected both trucks and found the low bid was the best bid. It
is for a 1974 Ford "twin screw" with a 10 yard bed. Mr. Luce is
satisfied with the general condition of the truck and the work
that has been done on it.
A motion was made by B. Randolph, seconded by P. Marlar, to award
the bid to Dave Grubb Trucking of Tulsa for $14,000.00 for the
purchase of a used dump truck.
AYE: Randolph, Marlar, Gittelman, Thompson, Phillips
NAY: None
MOTION: Carried 5-0
ITEM 15: REQUEST FOR COUNCIL APPROVAL OF THE PURCHASE OF ONE (1)
EPSON EQUITY 386SX MICROCOMPUTER SYSTEM FOR_USE BY THE
SENIOR CITIZENS/COMMUNITY CENTER STAFF SUCH PURCHASE
TO BE MADE FROM MICROAGE COMPUTER CENTERS IN THE AMOUNT
OF $1.368.00.
Mr. Knebel presented this item to Council stating a system is
needed to enhance the services provided by the Center for the
community and to enable the Foundation to achieve its fund
raising goal.
Mr. Ray stated the purchase would be make with money in the
Senior Citizen Grant Fund.
A motion was made by P. Marlar, seconded by J. Gittelman, to
approve this purchase from Microage Computer Centers in the
amount of $1, 368.00.
AYE: Marlar, Gittelman, Thompson, Randolph, Phillips
NAY: None
MOTION: Carried 5-0
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OWASSO CITY COUNCIL MAY 21, 1991
ITEM 16: REQUEST FOR COUNCIL APPROVAL OF FISCAL 1990-1991
SUPPLEMENTAL APPROPRIATIONS TO VARIOUS DEPARTMENTS
WITHIN THE GENERAL FUND.
Mr. Ray presented this item to Council stating the year end
projections of revenues and expenditures for all funds has been
completed. Supplemental appropriations in the following funds
are needed: E-911, General and the Community Center.
He requested the following expenditure amounts in the General
Fund: (1) Managerial $21,500.00; (2) Community Development
10,750.00; (3) General Government $18, 500.00; (4) Building
Maintenance $1,000.00; (5) Streets $26,700.00; (6) Senior
Citizens $1,800.00; (7) Community Center $500.00; (8) Park
Maintenance $4,OOO.OO,in the E-911 Fund $1,000.00, and in the
Community Center Fund $256.00.
He requested the following revenue increases: (1) in the General
Fund $150,000.00 and (2) in E-911 $7,000.00.
He requested the following Transfer Out: General Fund to OPWA
Sales Tax $33,000.00.
A motion was made by J. Gittelman, seconded by P. Marlar, to
approve the supplemental appropriations to the budget as
requested above.
AYE: Gittelman, Marlar, Randolph, Thompson, Phillips
NAY: None
MOTION: Carried 5-0
ITEM 17: REQUEST FOR COUNCIL APPROVAL OF A CONTRACT BETWEEN THE
CITY OF OWASSO AND SELF INSURERS SERVICE BUREAU INC.
IN THE AMOUNT OF $10.000.00 FOR THE PURPOSE OF
PROVIDING CLAIMS ADMINISTRATION ASSISTANCE IN ~ SELF
INSURED WORKER'S COMPENSATION PROGRAM. THIS AGREEMENT
WILL BECOME EFFECTIVE JULY 1, 1991.
Mr. Ray stated in March the Council authorized the staff to
proceed with the implementation of a Self Insured Workers
Compensation Fund. This request is the next step in implementing
the program. This will allow us to have a stronger role in the
administration of claims. This will result in some savings to
the City and will focus some needed attention on the area of work
place safety. He requested approval of the contract.
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OWASSO CITY COUNCIL
MAY 21, 1991
A motion was made by P. Marlar, seconded by J. Gittelman, to
approve a one year contract with Self Insurers Service Bureau,
Inc. in the amount of $10,000.00 effective July 1, 1991.
AYE: Marlar, Gittelman, Thompson, Randolph, Phillips
NAY: None
MOTION: Carried 5-0
ITEM 18: REQUEST FOR COUNCIL APPROVAL OF THE PURCHASE OF "EXCESS
INSURANCE COVERAGE" FROM SAFETY MUTUAL CASUALTY
CORPORATION IN THE AMOUNT OF $27.400.00 FOR THE PURPOSE
OF PROVIDING COVERAGE FOR MAJOR CLAIMS AGAINST A SELF
INSURED WORKER'S COMPENSATION PROGRAM. THIS PREMIUM
WILL BECOME EFFECTIVE JULY 1, 1991.
Mr. Ray stated this is another step in the self insurance
program. This reinsurance policy is to protect the City in the
event of a major claim.
A motion was made by P. Marlar, seconded by J. Gittelman, to
approve the purchase of "excess insurance coverage" from Safety
Mutual Casualty Corporation in the amount of $27,400.00 for a one
year period beginning July 1, 1991.
AYE: Marlar, Gittelman, Thompson, Randolph, Phillips
NAY: None
MOTION: Carried 5-0
ITEM 19: REPORT FROM CITY MANAGER.
Mr. Ray stated the Capital Improvement Report will be presented
at the June 4, 1991 Council meeting for adoption.
ITEM 20: REPORT FROM CITY ATTORNEY.
None
ITEM 21: UNFINISHED BUSINESS FROM PREVIOUS MEETING.
None
ITEM 22: NEW BUSINESS
None
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OWASSO CITY COUNCIL
ITEM 23: ADJOURN.
MAY 21, 1991
With there being no further business to be brought before the
Council, Mayor Phillips asked for a motion to adjourn.
A motion was made by P. Marlar, seconded by J. Gittelman, to
adjourn.
AYE: Marlar, Gittelman, Randolph, Thompson, Phillips
NAY: None
MOTION: Carried 5-0
Meeting was adjourned at 8:35 p.m.
John F~ i ps , Mayor ,~,,,~
m:
Q/~tlJ cJ
ne Buchanan, City Clerk
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10
Attachment "A" to May 21, 1991 City Council minutes.
POLICY STATEMENT
OWASSO CITY COUNCII,
CITY OF OWASSO. OKLAHOMA
May 21, 1991
In order to ensure the integrity of the makeup of the Watchdog Committee as established by a
vote of the citizens of Owasso, the City Council of the City of Owasso adopts the following
criteria as guidelines for future appointments to the Owasso Sales Tax Watchdog Committee;
1. Each appointee must be a resident within the area defined as the Owasso fenceline and/or
school district (herein referred to as the "service area").
2. NEWS MEDIA APPOINTMENTS - an individual who conducts media-related activities
within the service area as their primary career or business.
3. ECONOMIC DEVELOPMENT APPOINTMENTS - an individual who is a member of
an organized group designed to promote economic development activities within the
defined service area.
4. RETAIL BUSINESS APPOINTMENTS - an individual who operates a retail outlet, that
being a business conducting direct sales to the public within the defined service area.
5. EDUCATION APPOINTMENTS - (a) one individual actively employed by an Owasso
School as an administrator and residing within the service area; and (b) one individual
actively employed by an Owasso school in a teaching position and residing within the
service area.
6. RECREATION APPOINTMENTS - an individual who is an active member of an
organized group promoting the development of amateur sports and recreation within the
service area.
7. BUII.DING INDUSTRY APPOINTMENTS - an individual who conducts his/her
primary construction and/or development business within the service area.
8. SENIOR CITIZEN APPOINTMENTS - an individual who has attained the age of 60
years or more and who resides within the service area.
WATCHDOG COMMIT'T'EE APPOI]vT1VlENTS POLICY STATEMENT
MAY 21, 1991
PAGE TWO OF TWO
9. FINANCIAL APPOINTMENTS - an individual who is an officer or employee of a
financial institution engaging in banking, the brokerage of stocks or bonds, or other
major financial activity with the defined Owasso service area.
10. MEMBERS-AT-LARGE APPOINTMENTS - an individual who is a resident within the
area defined as the Owasso fenceline and/or school district.
Attachment "B" to May 21, 1991 City Council minutes.
MEMORANDUM
TO: THE HONORABLE MAYOR AND CITY COUNCIL
CITY OF OWASSO
FROM: RODNEY J RAY
SUBJECT: BACKGROUND ON REQUEST TO AWARD AUDIT CONTRACT TO
COOPERS & LYBRAND
DATE: MAY 21, 1991
BACKGROUND•
In the Agenda packet you received last Friday, item #8 contained a recommendation from the staff
that the Council select the Firm of Coopers & Lybrand as your Independent Auditor for the fiscal
year 1990-91. That recommendation was made by Mr. Walter Gerow, our staff accountant, after
an exhaustive review of the six proposals. Naturally, Mr. Gerow consulted with Ms. Lambert and
me prior to preparing his final recommendation for presentation to the City Council. Mr. Gerow's
review and evaluation was based on a line by line review of the proposals through the use of an
evaluation checklist that was included in you packet. On Thursday, May 16, Mr. Gerow presented
his recommendation to Ms. Lambert and me and detailed his findings .for our review and
consideration. As a result of that review, we both concurred with the analysis performed by Mr.
Gerow and found his conclusions to be well supported and documented. I was, in fact, very
impressed with the work Mr. Gerow did on this project. The initial "Request for Proposals" was
very professionally designed so as to solicit the appropriate information in a form that could be
quantified and evaluated. His final recommendation came after several days of in-depth analysis and
was based exclusively on that evaluation.
Unfortunately, life is not always as clear cut as an analytical evaluation of proposals. This is one
of those instances wherein there is an extenuating circumstance that should be noted by the Council
as you make your selection for the award of an audit contract. Our Finance Director, Ms. Lambert,
is currently planning to marry an employee of the Tulsa office of Coopers & Lybrand. That
relationship should be noted by the Council in order that at some later date there is no implication
that the City or the staff was unaware of the connection.
Mr. Kurt Bishop is employed by Coopers & Lybrand as a management consultant in their
"Management Consulting Services" division. He has been employed by Coopers & Lybrand for a
period of 3 years and does not have any responsibilities in the "Audit Division".
AUDIT PROPOSAL 1990-91
MAY 21, 1991
PAGE TWO
On March 21st, I met with Ms. Lambert for the purpose of discussing the "Request for Proposals"
prepared by Mr. Gerow. This meeting was for the purpose of briefing me on the items to be
included in the proposal and for receiving my final approval for their distribution.
During the course of that meeting, Ms. Lambert suggested to me that there might be some question
of the appropriateness of allowing Coopers & Lybrand to submit a proposal due to the fact that she
was indeed planning a marriage to an employee of Coopers & Lybrand. Her suggestion, at that
point, was that we not allow the firm to compete for the contract. I concurred and asked her to
contact the partner in charge of the firm's Audit Division for the purpose of informing them they
would be excluded from the selection process for City Auditor. Ms. Lambert did contact the firm
and did make our decision known to the division Partner.
Over the subsequent weekend, however, I reviewed my decision to exclude Coopers and Lybrand
from the selection process and determined that I had made a mistake and that to exclude an entire
firm was in fact discriminatory and without basis. On March 25th, I once again met with Ms.
Lambert and ask her several questions relating to Mr. Bishop's position with the firm and whether
his duties included any responsibilities in the performance of audits. I also followed up on that
discussion with a telephone call to the Partner of the firm's Audit Division. I requested information
on the firm and discussed the issue with the Partner. Specifically, we discussed the firms
organizational makeup and the interaction between divisions. I also specifically asked if Mr. Bishop
would be in a position to influence or actively participate in the audit work for the City of Owasso
should the contract be awarded to Coopers & Lybrand. The Audit Partner, Daniel E. Schultz, Jr.
very pointedly informed me that he understood our concern. Their policies preclude the participation
of Mr. Bishop from working on the Owasso audit, not only because of the relationship with a city
official but also because he is not qualified as an auditor and is therefore not authorized to participate
in audit work. Mr. Schultz also informed me that the firm of Coopers & Lybrand was subject to
the ethics code of the AICPA and that code expressly prohibits the use of employees on audit
projects when that employee's relationship may create a conflict of interest. That conversation ended
with a statement from me that it was now my opinion that there was no valid conflict of interest that
should preclude Coopers & Lybrand from submitting a proposal to the City and that I would inform
Ms. Lambert that Coopers & Lybrand should be included on the list of firms to receive the "RFP" .
Subsequently, Ms. Lambert spoke to Mr. Schultz and confirmed that I had changed my decision and
that the firm would be receiving a request for proposal.
Mr. Gerow received six proposals from firms interested in performing our annual audit, including
one from the firm of Coopers & Lybrand.
AUDIT PROPOSAL 1990-91
MAY 21, 1991
PAGE THREE
COMA~IENTS:
1. When the management of the publics funds is involved, it is the right of the public to know and
be awaze of any pertinent information that may affect the quality of that management. Ms.
Lambert and I had discussed this issue several times and had decided that, in the event Coopers
& Lybrand did receive the recommendation from Mr. Gerow, we should include the above
information in the memorandum sent to the Council. However, we failed to inform Mr. Gerow
of that decision. When he prepazed the Memorandum included in the packet, both Ms. Lambert
and I were in day long work sessions in Tulsa. We did not review the Memorandum in its final
form and did not advise Mr. Gerow to include a section containing this information.
2. My decision to allow Coopers & Lybrand to submit a proposal was based on my belief that the
free enterprise system works best when competition is as unrestricted as possible. I researched:
the laws relating to conflicts of interest, the ordinances applicable, and the work organization
of the firm involved. At that time, I had no idea who would be recommended by Mr. Gerow
to perform the audit. The decision was made knowing that it was possible that Coopers &
Lybrand could be the recommended firm. To allow them to submit indicated that I felt all of
the questions had been satisfactorily answered and that if selected they were qualified and trusted
to do an independent audit of the fiscal operations of the City.
3. It should be also noted that the real issue here is the people involved in this matter. Anyone
who really desires to influence a project, such as this, could find a way to accomplish that task.
Legal and ethical "prohibitions" aze only good when you have people who subscribe and live
by those restrictions and ethics. Ms. Lambert is one of those persons. In this case, we aze
fortunate to have a financial officer who seeks to enhance the fiscal management of the City and
consistently has demonstrated her commitment to the proper and legal operation of the City's
fiscal affairs.
4. When all of the elements of this matter are viewed, there is no indication that there is any
reason, legal or ethically, to believe the City would receive anything but a quality product from
this firm, should they be selected to perform the annual audit.
RECOMMENDATION•
I recommend that the Council awazd a contract to the firm of Coopers & Lybrand for the purpose
of conducting an independent audit. I further recommend that this memorandum be made a part of
the minutes of the meeting and that it become a part of the permanent record so as to provide
documentation that the existence of a relationship between a city official and an employee of the firm
.. was known at the time of the awazd of the contract.