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Comptroller audit finds special charges and assessments process largely effective; recommends clearer letters, test files and version control

2118537 · January 15, 2025
AI-Generated Content: All content on this page was generated by AI to highlight key points from the meeting. For complete details and context, we recommend watching the full video. so we can fix them.

Summary

An internal audit of Milwaukee special charges and assessments concluded the process is "operating effectively overall" but identified two process weaknesses — missing official letters/test files and file balancing/version-control gaps — and recommended updated instructions, annual training and a separate shared drive.

A city comptroller audit presented Jan. 15 to the Finance and Personnel Committee found Milwaukee’s controls for processing special charges and assessments were generally adequate but identified two areas needing procedural fixes.

The audit, covering February 1, 2023 through January 31, 2024, was requested by the treasurer’s office and reviewed $58 million of posted charges and assessments in 2023. Adriana Molina, audit manager, and senior auditor Becca Vine told the committee the audit tested training, file-transfer processes and…

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