Untitled Texas Attorney General Opinion

QBffice of tty RIttarnep Qkneral Wite of llCexae DAN MORALES September IS,1993 ATTORNEY GENERAL Honorable John A Sickel Opinion No. DM-257 Criminal District Attorney Van Zandt County Re: Whether section 140.003 of the 202 North Capitol Street Local Government Code requires a Canton, Texas 75103 specialized local entity to deposit its timds in the count+ bank account or permits the specialized local entity to deposit its funds in its own bank account in the county’s depository bank, and related ques- tions (RQ-547) Dear Mr. Sickek You have requested that we answer several questions posed by your county auditor regarding the operation of section 140.003, subsections (t) and (g), of the Local Govermnent Code. Section 140.003 provides in pertinent part as follotis: (a) In this section, “specialii local entity” means: (1) a district or crimmal district attorney; (2) a juvenile board, juvenile probation office, or juvenile department established for one or more counties; or (3) an adult probation office or department established for a judicial district. . . . (0 Each specialized local entity shall deposit in the county treasmy of the county in which the entity has jurisdiction the funds the entity receives. The county shall hold, deposit, disburse, invest, and otherwise care for the timds on behalf of the specialized local entity as the entity directs. If a specialized local entity has jurisdiction in more than one county, the district judges having jurisdiction in those counties, by a majority vote, shall designate from among those counties the county responsible for managing the entity’s funds. (g) The county auditor, if any, of the county that manages a special&d local entity’s funds has the same authority to audit the tunds of the entity that the auditor has with regard to county funds. p. 1333 Honorable John A. Sickel - Page 2 (DM-257) The county auditor first asks about the meaning of &posit in thewun@ treamy as that phrase is used in subsection (f): (1) Doea “deposit in the county treasury” mean deposit in the county bank account? In considering this question, please bear in mind that the county accounting system is capable of accounting for separate funds even though they are actually deposited in one bank account. All of the county fimds are now in one bank account but in our accounting system there are separate tbnds (accounts) for the general fund, the four road and bridge funds, and several other funds. The funds are commingled at the bank but not in our records. You note that the county auditor apparently is concerned specifically with the funds of the local adult probation department, which is a state agency. In a separate letter to our office on this matter, the county auditor writes us that “specialiied local entities typically guard their presumed right to maintain a separate bank account(s) and accounting systems so long as their bank account is in the bank designated as the county depository.” In Attorney General Opinion DM-162 we concluded that article 59.06 of the Code of Criminal Procedure, in directing that certain forfeited property received by a county’s felony prosecutor or law enforcement agency be deposited in “a special &nd in the county treasury,” means that such property must be deposited with the county treasurer for placement in the wunty depository. Attorney General Opinion DM-I 62 (1992) at 4. Part of our rationale for that conclusion was that the plain language of article 59.06,’ specifically the use of the same phrase a qecialjimd in thecum@ treawryin subsection (c)(l) regarding funds of “the attorney representing the me” (emphasis added) and in subsection (c)(3) regarding funds of a “county law enforcement agency” (emphasis added), indicates that such forfeited property must be deposited in the manner in which section 1Article59.06 oftbe Codeof CrimiaslPmcedurcprovidesin pcninmt part: (c) Ifalocalagtecmentcxiststdwxentheattomeyrepresmtingthestate sod law eaformmmt agencies, all money, securities, negotiable instmmmts, sbcks or bonds, or things of value, or proceedsfrom the sale of those items, shall be depositedaemrding to the terms of tbe agreementinto one or motE of the following funds: (1) aspecialfundinthemuntytnasluyforthebenefitoftheotticeoftbc attoroey representingthe state, to be used by the attorney solely for the official puposeSofhisoflice; . . . ; [or] (3)aspecialfundinthecountytreasuryifdistributedtoamuntylaw eoforeanentagency,to be wed solely for law enforcementpurposes. p. 1334 Honorable John A Sickel - Page 3 (DM-257) 113.021 of the Local Government Coder requires “money belonging to a county” to be deposited, regardless of whether the property has the character of county funds. Id.at 2- 3. Furthermore, we noted, “other provisions of state law requiring the deposit of fimds in the county depository are not limited in their reach to specifically ‘county funds’or county offiwrs." Id.at 3. We cited as examples sections 116.002 and 140.003 of the Local Govemment Code and article -103.004 of the Code of Criminal Procedure. Id. The hal reason for our decision in Attorney General Opiion DM-162 was our reluctance to construe article 59.06 to allow forfeiture iimds to be deposited without the protection of the bonds or other security that section 116.002 of the Local Government Code requires of the depository of the wunty treasury. Id. The foregoing reasoning of Attorney General Opiion DM-162 applies with equal force to your auditor’s question regarding section 140.003 of the Local Government Code. The plain language specifies “deposit in the county treasury,” not “deposit in the bank that is the depository of the wunty treasury.” The language applies to all “specialized local entities,” even adult probation departments. Furthermore, section 140.003 is not unique in requiring the deposit in the county depository of funds that are not necessarily “county funds.” Fiily, we believe that iimds received by an adult probation department are “money wllected or held by a district. . officer in a county” for the purposes of section 116.002 of the Local Government Code) and therefore must be protected by the county depository’s bond. Section 491.001 of the Government Code defines adultprobutton dqmtment as “a wmmunity supervision and corrections department established under Article 42.131, Code of Criminal Procedure.” Article 42.131, section 2, of the Code of Criminal Procedure requires the district judge or judges of each judicial district to “establish a wmmunity supervision and wrrections department and employ district personnel as may be necessary” to statf the department. The personnel of an adult probation department, therefore, are employees of the district judge or judges and %ection 113.021 oftheLacal Govemmmtc4Nleprovidosiapmt: (a) The fq mmmissiens, fimds, and o&er money belonging to a county shallkQpositcdwiththecountytnasurrrbytkoffi~rwhomllectstbe money. The Offimr must depositthe money in accordancewith any applicable praxduresprcscriibyormderSeetion 112.001or 112.002.. ‘Section 116.002of the Local Gevemm&cedeprwi~inpart: (a) This chapterappliesto mcneymllected or held by a district, county,01 pncinct officerin a countyand by the efticersof a d&ineddistrict or subdivision in the mmty, in&ding the rimdsat a municipalor quasi-municipalmbdivisien or mrpration that has the powerto selectits owa depositorybut has not done so. Tbe mom-y shall be deposited under this chapter, and the money shall be consideredin tixing, and is protectedby, a monty depository’bond. s p. 1335 Honorable John A. Sickel - Page 4 (DM-257) accordingly act as agents for the judge(s) as “district officer(s)” in wllecting and holding money in a wunty. We are as reluctant here as we were in Attorney General Gpiion DM-162 to reach a conclusion that would allow public tbnds to be deposited without the protection of the bonds or other security that section 116.002 of the Local Government Code requires of the depository of the county treasury. For the foregoing reasons, we conclude that section 140.003 of the Local Government Code, in diiecting an adult probation office, as a “specialized local entity,” to deposit the funds it receives “in the county treasury of the county in which the entity has jurisdiction,” means that such timds must be deposited with the county treasurer for placement in the county depository. Whether the county treasurer should maintain the wunty treasury in segregated bank accounts is a question of sound banking and accounting practices rather than of legal prescription under section 140.003. Your county auditor next asks whether the phrase “the &nds the entity receives,” as used in section 140.003, means all lunds 6om any source. We believe the phrase plainly indicates the broad intendment of any and all funds the entity receives.4 We are not aware of any law that excludes a specific t!md of a specialized local entity from the application of section 140.003. In the absence of such a law, section 140.003 requires all fimds of a specialii local entity to be deposited in the county treasury. Your county auditor next asks: (3) Does “hold, deposit, disburse, invest, and otherwise care for the funds” [as used in subsection (f) of section 140.003] mean that the county is to use the same accounting procedures for the specialized local entity funds that it does for county funds? For example, is the county auditor required to countersign a check or warrant as provided in Section 113.043, L[ocal] G[overnment] C[ode]? Is the county auditor responsible for monitoring the budget for these funds as he/she is for wunty funds? (See Section 111.092LGC [.I) As we noted in Attorney General Opinion DM-247 (1993) at 7-g, “the phrase ‘otherwise care for’ [as used in subsection (t) of section 140.003] strongly indicates that the legislature intended a broad application of the various statutory wunty financial 4Article42.1310ftheCodeofCriminalFVsedme providesthat a “mmmunityqervision and eomctions deptmmt” (which encompassesthe meaningof an adult probationdepartmentGov’tCede p 49l.@Ol(b)(2))*may accept state aid and grants and gitls from any source,”code Crim. Proc. art. 42.131, g 7; that the county or menties within the judicial district servedby such a departmentmust provi& minimumsupportfor the “facilities,equipment,and utilities”used by the department,id. 8 8; and thst *[t]he districtjudge or judges may expend district funds in order to provide eqanded facilities, equipment,and utilities”for the departmentin certaincircumstances,id. 8 9(a). p. 1336 Honorable John A. Sickel - Page 5 (DM-257) requirements to the tinds of specialized local entities.“5 The legislative history of that statute also indicates that the legislature intended the language to place the same accounting responsibilities on the funds of probation departments, among other entities, as are applied to wunty tinamx~.~ We therefore conclude that section 140.003, subsection (Q incorporates the requirements of sections 111.0927 and 113.043s of the Local Government Code and makes them generally applicable to payments made by specialized local entities. Cj Local Gov’t Code 8 116.002 (warrants, checks, and vouchers evidencing “money collected or held by a district. . officer” and deposited in county depository are “subject to audit and wuntersignature as provided by law”). In his last question, your county auditor asks whether subsection (g) of section 140.003 makes the wunty auditor repondblefor prescribing accounting procedures for a specialized local entity (we assume the reference is to sections 112.001 and 112.002 of the 51n that opinion we mncladed that section 140.003, s§ion Q, makes applicable to the forfeiture-fuadkmsactioas of districl and crhiaal districl attorneysunder chapter 59 of the Code of CriminalPromdurethe mmty auditm'srecord-keeping reqdmmcntsof sections 112.005 aad 112.007 of the LocalGovemmentCode. At&ormy GeaeralOpinionDM-247,at 8. 6nK senate 8pon8orof the biII emcting section 140.003 explained the legislative &eat as follows: mhe bill providessome tightealag up of the accountingand handling of certain 8peciahifmd8th9tcxi8tinourmuntie8. T%edistrictattornqkiimd,the juvenile board,pmbationdcpamnent-these people all have fee incomes that go intofundgandtbcy~notrtquindunda~lawtomrrglywithtbt mmpetitive-biddingstalutes,to mmply with the same kind of amountabilitythat i8appIicdtothemmtytrea8q8odthcmuutymmmi88ioner8. AndthissimpIy places some amounting and put&as@ responsibilitiesto gema little bit of amomaabiIityiatotbo8apubIiefund8. Hearings on H.B. 1434 Before the Senate Iatergovemmeatal Rel. Comm., 71st Leg. (May 25, 1989) (ststemmt of SenatorF%rmer) (tapetemrdingavailablefrom SeaateStaff Sezvicea). ‘sedion 111.092, Lccal Gwcrmmnt Code, provides: “The munty auditor shall oversee the warrantproceMtoensurethattbcmpenscsof~department¬cxceedthcbudgetappropriationsfor thandepmtmmt.” Setion 113.043, vocal ~ovrmment Code,providesin part: “Ina countywith a munty auditor, *carnty tmmrcrnndthemontydcpo8itorym8ynotp8yaeheckor wsrmnt tmIe88it is mmtersigaed by the munty auditorto validateit as a properaad tudgated item ofaxpmdilure.” 9We mncladed in AttorneyGeaeralopinion DM-247, at 46, that forfeitarefimd transactions underchapter59oftheCodeofCriminalRoadurenrenotarbjecttothecountersignaturerequircmemof section 113.043. We do not considerhere aay other passible exceptions to the applicabilityof sections 111.092 and 113.043 to paymealsby spehlhd local entitk p. 1337 Honorable John A. Sickel - Page 6 (DM-257) Local Government Code)rO and for determining whether a proposed expenditure of a specialized local entity is for a legal purpose (under section 112.006 of the Local Government Code),’r or whether the section merely permits the auditor to exercise those functions if he or she chooses to. Subsection (g) speaks only of the “authority toaudit” (emphasis added) and thus might be read to mean only the function of examining the accounts of a specialized local entity. We believe, however, that subsection (9) should be read in conjunction with the requirement in subsection (t) that the county “care for the funds on behalf of the specialized local entity as the entity direct~.“~~ The meaning is broader when both are read together and encompasses the other statutory fimctions of the county auditor. This construction of subsection (g) is consistent with the aforementioned %%xien 112.001ofthe- GovemmentC&provide% In a manly with a populationof less than 190,000, the countyaaditormay adept and enforcere&tioru, not inmnsisteat with law or with a rule adopted under Section 112.003, that the auditor masiders nexssary for the speedy and propermllecting, chmking, and a-ting of the revenuesand otherfunds and fees thatbelong to the county. section 112.002of the Local Govemmentcode plwides: (a) ln a county with a populationof 190,000 or more, the county auditor shall prescribethe systemof amountingfor the county. @) The muuty auditormay adoptand enforceregulations,not inmnsistmt with law or with a rule adoptedunderSection 112.003,that the auditorconsiders mmssiuy for the speedyaad propermllecting, checking, and accountingof the mvenues and other fond8 and fees that belong to the county or to a person for whom a district clerk, district attorney,county officer, or precinct oft&r has made a mllection or for whose use or benefit the officer holds or has received funds. l*Smtiou 112.006 of the LocalGovernmentCodeprovides (a) The munly auditorhas gamral oversightof the books aad recordsof a musty, district,or stateofficeraathorizedor reqaixd by law to receiveor collect moneyor otherproperlythat is intendedfor the use of the manly or that belongs tothemunty. @) llte mmny auditor 8haII see to the strict enformmmt of the Iaw govMdngmuntyfin8oma. 1% might be argued that the inclusion in s§ion (0 of the phrase us tire enti@ directs indicates the IegisIaturc’intent s that the spa&bed local mtity may control the extent to which it is subjectedtofinan&lmanagementbythecounly treasum and the county auditor. We believe such aa interpre4ation of the provisionwould undercutone of the apparentplrposs of section 140.003, which is to s&en- the mmty’s oversightof the limds of specializedlocal entities. Such an intqretation also would mntlict with the legislativehistoryof the provision. See supro note 6. ln oar opinioa, the phrase mcrdy ehrifies thatthe specializedlocal entitydoes not lose whateverdiscretionor prerogativeis granted to it underotharapplicablelaw concerningits use of tim&, it merelymast handle its funds and aaxent for its expenditureswithin the record-keepingand auditmnstraintsprovidedby section 140.003. p. 1338 Honorable John A. Sickel - Page 7 (DM-257) legislative history of the statute.” We wnclude first, then, that subsection (g) at least uuthortzes the county auditor to prescribe accounting procedures for a specialized local entity and to determine whether a proposed expenditure of a specialized local entity is for a legal purpose. Subsection (g) provides that “[t]he wunty auditor. . . has the sunre authority to audit the funds of the entity that the auditor has with regard to county timds [emphasis added],” but does not mention any ob&afionto exercise the auditor’s statutory Cmctions. It therefore is appropriate to look at sections 112.001, 112.002 and 112.006 to see whether the authority granted in those statutes is mandatory or permissive. Section 112.006 uses the mandatory word shnll in regard to the authority of the auditor to oversee the legal propriety of expenditures. On the other hand, section 112.001 uses no mandatory language and section 112.002 uses the word shell only in regard to the accounting system “for the county,” id.$ 112.002(a),r4 and uses the permissive muy in regard to the auditor’s authority to implement an accounting system for funds, including nonwunty funds, held by a district clerk or district attorney, among others, id. 5 112.002(b).‘J We believe the legislature intended by subsections (f) and (g) to incorporate sections 112.001 or 112.002 and 112.006 and to make them applicable to specialized local entities. We therefore conclude that subsections (r) and (g) of section 140.003 generallyr6 require the county auditor, pursuant to section 112.006, to determine whether a proposed expenditure of a spwiahwd local entity is for a legal purpose to the same extent that the auditor is similarly responsible with respect to county finances. We Cuther conclude that subsections (f) and (g) generallyr7 permit but do not require the wunty auditor, pursuant ‘3See supro nole 6 andamompiuiyiugtext. ‘~secliori112.002, LclcalGovanment Code,s§ion @), provides: The manly auditormay adoptand enforcerqulatioru, not incwsisteat with law or wilh a rule adoptal u&r Section 112d303,that the auditormnsiders ~fortbespeedyaodpmpcrmUectin&checldn&aadaccountingoftbe revenuesandotberfundsandfeesthatbelongtothecwntyortoapersonfor whom a district clerk, distriti attorney, county officer, or precinct oft&r has made a mllection or for whose use or benefit the officer holds or has received fimds. r%ve de net mnsidcr here the possible exccptioruto UK applicabilityof section 112.006 to paymentsby specdhd local cntitics. CJ AttorneyGeneralOpinion DM-247 at 46 (forfeiturefund tran88don8 under chapter 59 of Code of Criminal Fmccdme are not subject to munte&nature requimmt of section 113.043). “We do not consider here the possible exmptions to the applicabilityof section 112.001 or 112.002 to paymentsby specializedlocal entities. C/: id. p. 1339 Honorable John A. Sickel - Page 8 (DM-257) to section 112.001 or 112.002, to prescribe accounting procedures for a specialized local entity. SUMMARY Section 140.003 of the Local Government Code, in directing an adult probation office, as a “specialiied local entity,” to deposit the funds it receives “in the county treasury of the wunty in which the entity has jurisdiction,” means that such funds must be deposited with the wunty treasurer for placement in the county depository. The phrase “the timds the entity receives,” as used in section 140.003, subsection (t), means all funds from any source (except for any specific tind regarding which there may be a provision of law to the contrary). Section 140.003, subsection (f), incorporates the requirements of sections 111.092 (regarding county auditor’s budgetary oversight of warrant process) and 113.043 (prohibiting payment on check or warrant not wuntersigned by county auditor) of the Local Government Code and makes them generally applicable to payments made by special&d local entities. Subsections (t) and (g) of section 140.003 incorporate sections 112.001 or 112.002 (regarding the county auditor’s authority to prescribe an accounting system) and 112.006 (regarding the county auditor’s authority to determine whether a proposed expenditure is for a proper purpose) of the Local Government Code and make them applicable to the management of the funds of specialized local entities. Subsections (f) and (g) generally require the county auditor to determine whether a proposed expenditure of a specialized local entity is for a legal purpose to the same extent that the auditor is similarly responsible with respect to county finances. Subsections (fl and (g) generally permit but do not require the county auditor to prescribe accounting procedures for a specialized local entity. DAN MORALES Attorney General of Texas p. 1340 Honorable John A. Sickel - Page 9 (DM-257) WILL PRYOR First Assistant Attorney General MARYKELLER Deputy Attorney General for Litigation RENF,A HICKS State Solicitor MADELEINE B. JOHNSON Chair, Opiion Committee Prepared by James B. Pin Assistant Attorney General p. 1341