2013-06-27 Finance Committee MinutesFINANCE COMMITTEE
CITY OF SAINT JOHN
MINUTES
THURSDAY, JUNE 27, 2013 - 4:00 p.m.
Present:
Councillor Merrithew
Councillor Strowbridge
Councillor Reardon
Councillor MacKenzie
Greg Yeomans
Cathy Graham
Kevin Fudge
Hilary Nguyen
Emily Dipaolo — Deloitte
Also present — Barbara Mahaffy, Recording Secretary
Ms. Graham opened the meeting and reviewed the agenda.
Approval of Minutes — January 16, 2013
Moved by Councillor MacKenzie
Seconded by Councillor Reardon
THAT the minutes of the January 16, 2013 meeting be approved as
circulated.
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Review of 2012 Operating Results (before audit completion)
Ms. Graham noted that the results may change slightly before completion of the audit.
She noted that the results are positive so far this year. The General Fund is showing a
surplus of $962,000 at year end Dec. 31/12 and Saint John Water is showing a surplus of
$499,000. However, a surplus could mean that we did not do things we were supposed to
do. She did provide the Committee members with a high -level synopsis.
Councillor Merrithew asked where the surplus goes. Ms. Graham responded that the
Water & Sewerage gets flattened over a number of years; the Operating surplus comes in
to the second following year (2014).
Councillor MacKenzie asked how much money we would spend in hiring specialty services
as opposed to training our own people to perform the service. E.g. HVAC cleaning training
for Local 18. Ms. Graham noted that this was done when the review of garbage collection
took place. It is not a simple exercise to pull this information. We can tell him what we
spend on contract services but it is more difficult to tell about training costs. Ms. Graham
noted that the Core Service Review is trying to identify these costs and how to do things
more economically.
Mr. Yeomans noted that the building permit revenue is substantially under budget.
Accordingly, the tax base growth will trend down — this is a challenge for next year's
budget. Revenue in parking and in recreation is also down. This is indicative of a slow
economy. As well as looking at budget vs. actual, the Committee should also look at
actual vs. actual from 2011, 2012 & 2013.
Review of April 2013 Operating Results
General Fund
Ms. Graham noted that, so far, the results are positive. She pointed out a couple of
significant areas that may not stay as positive as the year goes on. Fleet charges a base
rate for their vehicles. They absorb the charge if these vehicles need repairs. If the
vehicles stay within the normal maintenance budget, all is well. If they have major
technical issues, it can skew their results. She noted that the City is also suffering from a
number of vacancies — 35 or so. This could account for the positive results in some areas.
Ninety -two percent of the revenue is unconditional grant and the tax base. In order to
have a tax base increase, the City needs revenue from permits, etc.
Mr. Yeomans stated that the weather plays a huge factor — if the winter is bad, the surplus
can evaporate quickly due to fleet charges, snow removal, salt budget, etc. He suggested
that the various departments come in and speak to their own areas. He asked the
Committee members to give this some thought for future meetings.
Councillor MacKenzie asked if the City had a contract for fuel — do we pay a consistent
price or does it fluctuate depending on the market. Mr. Yeomans responded that the City
does a proposal call. Irving is the provider at this point in time. They do supply us with a
rate below what the pump rate is; however, it does fluctuate with the change in the price of
gas. We do not get a guaranteed price.
Ms. Graham noted that the City is borrowing less at a lower rate which boosts our fiscal
charges and allows us a little more flexibility. Ms. Nguyen stated that we issued
debentures in June at a very low rate — 15 years at 3.1 %.
Water & Sewerage Utility
Mr. Fudge reported that there is an expected $240,000 surplus in Water. With respect to
revenues, the flat rate and metered accounts should be on budget by the end of the year.
They are expecting to be $200,000 above budget — customer revenues.
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On the expense side, drinking water is expected to be in a negative variance of $245,000
because of unexpected main breaks. Mr. Fudge will follow up on the problem on Rothesay
Avenue to confirm who is responsible for the costs. Industrial water is expected to
$160,000 over budget associated with more pumping from Musquash than was expected.
The over - expenditures are being mitigated by the debt servicing and the expected surplus
of $171,000 associated with less borrowing and lower interest rates.
Ms. Graham asked what the Committee is looking for at their meetings — at what level
would they like Finance to report. She suggested that the Committee have a department
head come into the meetings to speak to their area. Mr. Yeomans noted that the
departments would be presenting from a financial perspective as opposed to an
operational perspective.
Councillor MacKenzie asked that a quarterly financial report be prepared for Council.
Councillor Merrithew felt that this would be too difficult what with the current workload
taking place in Finance due to Public Sector Accounting (PSA). It would be something to
look at down the road when things "normalize ". Mr. Yeomans noted that they report in
April, August and September (business cycle) at a high level which the Committee decided
was sufficient.
Update on Public Sector Accounting (PSA)
Ms. Graham reported that the City is about a year behind. She noted that the hiring freeze
and the elimination of positions — two of which were PSA team members — had an impact.
We need the departments' cooperation but they are being pulled in many directions and
don't have staff available to dedicate to Tangible Capital Assets (TCA) and PSA. We have
struggled with the collection and updating of asset information, as a result.
TCA for 2010 is done and has been reviewed by the auditors. We are finishing off 2011;
however, there was a problem with water infrastructure and had to be redone. Ms.
Nguyen has reconciled 2011 except for Water, which she is working on now. Tomorrow is
the deadline for departments to finish up their collection of 2012 TCA information. TCA,
although far behind, is looking good.
We need to consolidate the Agencies, Boards and Commissions (ABCs) into the City's
statements. The ABCs have been met with and we are working with them to collect the
necessary information. Ms. Graham noted that we have borrowed one employee from
Police to assist with PSA. The PSA staff member hired to work on PSA has only started to
work on PSA within the last month, due to staffing issues within the Finance department.
Councillor MacKenzie asked what needs to be done to get where we need to be and how
do we solve it. Ms. Graham responded the staffing issues need to be resolved.
Councillor MacKenzie suggested that may be contracting items out or hiring someone
would help to alleviate these staffing issues. Mr. Yeomans will look at this situation when
he is back full time next week.
Ms. Graham noted that a sizeable amount of the gas tax funding goes to the water utility.
She always stressed to the Water staff that their infrastructure capital is in jeopardy if PSA
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statements are not completed. PSA will be on -going from now on. Mr. Yeomans will put
something together — it may involve contracting out for a couple of years until we are
caught up.
Ms. Graham praised the TCA team for all their hard work in collecting the assets — huge
undertaking. This will be on -going — it does not end with the completion of the 2012 PSA
statements.
Mr. Yeomans noted that the financial statements will look very different under PSA. We
need to do fund -based budgets as well as PSA statements. Ms. Graham explained that
we are completing a template in Caseware to use on a go- forward basis in an attempt to
automate PSA consolidation.
Ms. Nguyen noted that we are going into the operating budget cycle, and all that it entails,
soon for next year which will require the involvement of all four of the Finance
Management team.
Councillor Reardon offered the assistance and support of the four councillors on this
Committee for Finance as they understand the magnitude of the shift in the way we do
things under PSA.
Mr. Yeomans will come back with a plan to do this, brief the Finance Committee, get their
approval and go from there.
Ms. Graham noted that the goal for completion is October 31 S` for the 2012 PSA
Consolidated Audited Statements. The deadlines need to met and staffed accordingly to
make this happen.
Mr. Fudge noted that there is a lot of reliance on other departments in providing the
various inputs needed.
Councillor Merrithew noted that Finance will supply some high level information for 2012 &
2013 and will come to the Committee with a game plan.
The meeting adjourned at 5:05 p.m.
Chairperson
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