2009-11-12 Finance Committee MinutesFINANCE COMMITTEE
CITY OF SAINT JOHN
MINUTES
THURSDAY, NOVEMBER 12, 2009 - 4:20 p.m.
Present:
Mayor Ivan Court
Deputy Mayor Chase
Councillor Court
Councillor Killen
Councillor Mott
Councillor Sullivan
Greg Yeomans
Cathy Graham
Kevin Fudge
Hilary Nguyen
Also present — Barbara Mahaffy, Recording Secretary
Mr. Bob Crowley, Mr. Jon Morine and Mr. Yufeng Ding of Ernst & Young were in
attendance, with Ms. Gail Hamilton of Ernst & Young in attendance via telephone.
There were 3 members of the media present.
1. Approval of Minutes — October 7/09
On motion of Councillor Court
Seconded by Councillor Mott
RESOLVED that the minutes of the October 7, 2009,
meeting be approved.
Question being taken, the motion was carried.
2. Adoption of Agenda
On motion of Councillor Court
Seconded by Councillor Mott
RESOLVED that the agenda for the November 12, 2009
meeting be adopted.
Question being taken, the motion was carried.
3. Audit Plan for Year End 2009 — Ernst & Young
Ms. Gail Hamilton thanked the City of Saint John for the extension of their contract.
Mr. Bob Crowley reviewed the 2009 Financial Statement Audit Plan with the Committee.
He spoke to the Audit deliverables. He noted that they also offer an opinion on the gas tax
and infrastructure funding. They will also make note of any weaknesses in internal control
identified during the audit in writing to Management and the Finance Committee for review
and discussion.
Mr. Crowley noted that the credit crisis is not a significant issue; however, it does affect
government funding. He noted that there have been positive signs in the marketing
conditions surrounding pension funding, but it is still a concern on an ongoing basis for the
City.
Mr. Crowley noted that they take a control based audit approach and gave a brief
overview. They need to rely on internal controls in order to produce a more efficient and
effective audit. They are in the process of completing an interim audit and have seen
nothing so far that will alter their audit plan.
PSAB was briefly reviewed, with Mr. Crowley noting that it will require significant resources
from the City to implement. It has little to do with the current year's audit. PSAB is not
legislation as yet and there may be delays in its implementation. Future government
funding may require municipalities to be PSAB compliant before any funding will be
released.
Mr. Crowley stated that the financial statements are in compliance with the Municipal
Report Manual, with the 2009 report looking similar to the previous year's. They will
review the inter -fund accounts with Management.
There are required steps they perform every year to evaluate the risk of fraud, including
the risk of management override, as well as to evaluate the actions management has
taken to respond to these risks. They would deal with Management and talk to the
Finance Committee if fraud was discovered.
Mr. Crowley then discussed the timetable for completing certain aspects of the audit, with
the actual year -end dates to be determined. Mr. Yeomans noted that the audit will be
pushed back until the budget is approved by Common Council, which will, hopefully, get
approval before Christmas. Then the audit can be completed by the middle of April. If the
budget is not approved until January, then the audit completion will be into May.
Question: Councillor Court asked who audits the various Boards and Commissions.
Response: Mr. Yeomans responded that each Board and Commission has their own
auditor(s), who conduct independent audits. Ernst & Young do the audit for the Saint John
Parking Commission only.
Mr. Crowley noted that Appendix A contains the Engagement Letter and, if acceptable to
the Committee, it can be signed by Deputy Mayor Chase and Mr. Yeomans. Appendix B
indicates the timing of required communications.
Question: Councillor Court asked Mr. Crowley to explain Management override.
Response: Mr. Crowley explained that management can override any figure put into the
system via a journal entry or through Access or Excel.
Question: Councillor Court asked if the Saint John Parking Commission has the same
spending restrictions.
Response: Mr. Yeomans responded that their approvals come from their Board after a
certain level. Off- street parking falls under their Board, whereas they administer on- street
parking for the City of Saint John through Common Council.
Question: Deputy Mayor Chase noted that possible risk is capital projects. In 2009,
Common Council undertook a large amount of capital spending. He asked at what point
would Ernst & Young come to the Finance Committee and throw up a red flag on
spending.
Response: Mr. Crowley said that Ernst & Young do not audit capital projects unless they
are asked to look at a special project(s). Any discussion with them concerning capital
spending would be based on where the cash flow is going, borrowing requirements,
legislative criteria, etc. Mr. Yeomans noted that he works with all the departments on their
capital spending, as well as with the provincial and federal governments.
Question: Deputy Mayor Chase stated that, given their experience with the budget, is
there anything that they will be looking for this time around.
Response: Mr. Crowley responded that program payments for all capital projects will be
looked at to ensure that everything is accrued at the end of the year, etc. There is nothing
in review of particular concern this year. He noted that perhaps there may be some
disclosure on pension but that remains to be seen. In terms of their experience, there is
nothing that they are aware of.
Question. Deputy Mayor Chase asked Mr. Crowley to expand on the pension disclosure.
Response: Mr. Crowley noted that the City will be required to have a valuation done on
December 31, 2009. The pension disclosure will be done 6 -8 months after the valuation is
done. If there is a new valuation, their assumptions are likely to change and they would
have to see what impact the change would have on those assumptions. Timing may be an
issue getting information from the actuary. We need to know what the key assumptions
are that we will be allowed to make now. Disclosure also has an impact on the operation
of the City.
Mr. Crowley also noted that the accountability mechanism from the Provincial government
will have no impact on 2009 budget, but will impact the 2010 revenue budget. Mr.
Yeomans said that the province is to look at this mechanism for the tax rate. He will be
explaining how this accountability mechanism will work to Common Council.
Question. Councillor Killen asked Mr. Crowley to help him understand materiality.
Response: Materiality is based upon revenue and managing expenses to the revenue
stream. It allows for "wiggle room ". Their audit methodology provides flexibility. They
usually take 50% for the threshold which changes depending on the account and
determines how much work they actually do. Anything exceeding the 50% materiality
threshold would be brought to the Finance Committee's attention for their action.
It was noted that Mr. Yeomans and Ms. Graham have signed the letter of representation
indicating that everything has been discussed and there are no errors, etc. They usually
make any adjustments the auditors recommend. This avoids problems later on.
Question: Councillor Court asked if it was a good or bad idea to lock into a long -term
contract.
Response: Mr. Crowley said it depended on the type and timing of the contract. From a
financial point of view, one should look at the terms and conditions of the contract and
what and where it should be accruing and the disclosures that go along with it.
Staff members left the meeting for about 10 minutes so that the Committee could speak to
the auditors.
Mr. Crowley, Mr. Morine, Mr. Ding and Ms. Hamilton left the meeting shortly after its
resumption.
Mayor Court entered the meeting at 5:05 pm.
4. Review of August 2009 Operating Results
Mr. Yeomans reviewed the General Fund. The year -end variance projected in
disbursements was $800,000 over budget. He reviewed the various year -end variance
figures, noting that, based on the results of reports presented to the Finance Department
for the period ended August 31, 2009 and along with departmental projections to
December 31, 2009, the year -end variance projection is $543,000 over budget. Mr.
Yeomans is optimistic that we will do better than these figures by the end of the year.
Question. Councillor Sullivan asked if there was anything major significantly up or down
in the various departments.
Response: Mr. Yeomans responded that solid waste collection always needs to be
monitored. The fleet administration budget has over variances built into their operating
results, due to snow removal costs, if necessary. He noted that most departments are
holding to their budgets so far.
Mr. Yeomans then reviewed the utility results. It is estimated that Saint John Water will be
under budget by approximately $603,000. Over the last few years, the utility tended to be
up or down by $200- 300,000. Any surplus /deficit is brought forward each year. Mr.
Yeomans noted that once the treatment plant gets up and running, the water rates will
escalate and this needs to be watched.
Mr. Yeomans stated that he will come back to the Finance Committee if anything untoward
comes up. He reported that Kevin Fudge is working on a new reporting process, which the
Management team will talk about and then put out to the departments for their input. He
hopes to have this new process in place in the New Year.
5. Dates for Future Meetings
Future meetings will be set by the Commissioner of Finance, as needed.
The meeting adjourned at 5:25 p.m.
Chairperson