2015-06-24 Finance Committee MinutesFINANCE COMMITTEE
CITY OF SAINT JOHN
MINUTES
WEDNESDAY, JUNE 24, 2015 — 4:00 pm
Present:
Councillor Merrithew
Councillor Reardon
Councillor MacKenzie
Cathy Graham
Hilary Nguyen
Craig Lavigne
Deloitte
Lloyd Foote
Jeremy Mallais
Jessica Bragdon
Jeff Cochran via conference call
Regrets: Councillor Lowe, Councillor Strowbridge
Also present - Sherry O'Connor, Recording Secretary
Approval of Agenda
Moved by Councillor MacKenzie
Seconded by Councillor Reardon
THAT the agenda of the June 24, 2015 meeting be approved as circulated.
Approval of Minutes
Moved by Councillor MacKenzie
Seconded by Councillor Reardon
THAT the minutes of the May 14, 2015 meeting be approved as circulated.
CARRIED
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The City of Saint John 2014 Trust Funds Financial Statements
These are trust funds that the City has that are meant to be used.
The O'Connell Fund is used annually. The City gives (the interest) to the Empty Stocking
Fund on a yearly basis.
Tucker Fund is used for maintenance and improvement of Tucker Park.
Stockford Memorial Fund is used towards the upkeep and maintenance of King Square.
L. R. Ross Fund used for rowing. A couple of years ago some of the funds were used to
purchase rowing equipment and money was given to a team that was going to the Canada
Games.
The A. Carle Smith Fund - $15,000 was just approved to give to the Bird Sanctuary.
Bi- Centennial Funds — being used for ceremonies marking the 200th anniversary of
Canada in the year 2067. These funds are used for special occasions.
All of these funds are at the will and approval of Council to use. It is always best to use
those funds instead of our General Operating funds when possible.
IIT, • •
Moved by Councillor Merrithew
Seconded by Councillor Reardon
THAT The City of Saint John 2014 Trust Funds Financial Statements be
received and filed.
The City of Saint John 2014 Consolidated Financial Statements
Finance reconciles and brings into the Consolidated Statements 17 entities.
There was a slight change in the General Fund. The City received the funds from Disaster
Recovery for Tropical Storm Arthur. The shortfall in the General Fund was going to be
over $900,000 but it is now just down under $800,000.
Nothing has changed on the water side.
Some Highlights
Accounts receivable changed from $18,556,841 (2013) to $26,804,419 (2014) that means
the City has money out there and it is being collected. For example, monies due from
PNB, federal government, water & sewer, other and allowance for doubtful accounts.
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The accounts payable went down from $31,870,303 (2013) to $28,924,099 (2014). All
entities seemed to do more collections and paying of the bills before the end of the year.
The long term debt went up from $212,973,226 (2013) to $225,595,284 (2014). There was
more borrowing.
There is a total of $928,831,425 owned by the City in tangible capital assets. The City has
debt but they have a substantial amount of assets as well.
Net debt went down and has been going down, in 2013 it went from $199,788,721 to
$183,686,607 and this year it is at $181,807,783.
Motion
Moved by Councillor MacKenzie
Seconded by Councillor Reardon
THAT The City of Saint John 2014 Consolidated Financial Statements be
received and filed.
Auditor's Year End Communication
This is a continuation of the work with respect to the audit cycle and reporting out to the
finance committee on the results of the year end audit.
Executive Summary
Audit Scope
With respect to scope, there was nothing new. These were the areas of significant risks
and there were no risk areas added.
Materiality
In the context of the audit Deloitte uses a materiality base for determining the extent of
testing and the scope of findings that they consider reportable. So in that context the
materiality levels are presented therein and there were no changes.
Status and Outstanding Matters
Deloitte is working and plan to be in a position to render their audit opinion to tie in with the
July 6, 2015 Council meeting.
Deloitte met with John Nugent to get an update with respect to any legal matters. The
only matter that is not quantifiable at this point would be related to the Esterbrooks issue.
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Accountina Policies
The accounting policies are represented and disclosed in the notes of the financial
statements and Deloitte believes them to be acceptable under PSAS and appropriate to
the circumstances of the City.
Significant difficulties encountered in performing the audit
Deloitte is also satisfied that management uses prudent approaches with respect to
accounting estimates. Deloitte does not see a management bias in those determinations
and doing so they believe that the estimates are appropriate. There were no significant
issues in performing the audit. Deloitte developed a time table which was honored by
both parties.
Group audit
In the context of the auditing standards the City's audit is considered a group audit. A
group audit simply means that the consolidation has other entities and also involves other
auditors. Deloitte's responsibility as the lead auditor of the group would be to provide
instruction to the ABC auditors, assess materiality applied and access information to the
extent that Deloitte considers necessary. Responses were received and except for some
adjustments that Deloitte was made aware of through the ABC auditor findings, other
information requested was complete.
Fraud and Illegal acts
No such matters were brought to Deloitte's attention nor did their procedures identify any
such matters.
Sianificant deficiencies in internal control
The audit is conducted as a risk base and obviously given the number of transactions that
the city processes in any given year the internal control environment is important so that
there are checks and balances to ensure the accuracy and liability of the financial
information that is produced. Any observations and findings that Deloitte have are vetted
with management and Deloitte would be plan to bring them to a future Finance Committee
meeting. That being said there were no material or significant findings that affected our
ability to sign the audit report.
Audit adiustments and uncorrected misstatements
There were no uncorrected misstatements related to audit findings for the year ended
December 31, 2014.
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Adiusted and unadiusted disclosure deficiencies
With respect to disclosure deficiencies there are none that Deloitte would advise of. The
Financial Statements do and make note to reference to the fact that the budget figures do
not include eliminations and in an ideal world that would be the case but that is an onerous
task and Deloitte is not quite sure that it has significant value at the end of the day.
Legal and regulatory compliance
Deloitte's procedures did not identify any areas of non - compliance with laws and
regulations by the City.
Use of the work of experts
They did use experts in particular areas where they needed subject matter experts.
Deloitte's IT specialists assessed the computerized IT processes and procedures and they
have an internal resource to help them with the pension accounting.
Goina Concern
It was concluded that management's assessment of the City's ability to continue as a
going concern is appropriate.
Subsequent events
Management is responsible for assessing subsequent events up to the date of the release
of the consolidated financial statements. Deloitte at the time of writing were not aware of
any events subsequent to year end that would have an impact on either the financial
statements amounts or disclosure. Cathy Graham was asked by Lloyd Foot and she
advised there were no subsequent events to date.
Basis for aualified oaionion
Without being able to make a definitive conclusion with respect to the defined contribution,
Deloitte's auditor's report, as it was last year, is qualified to make reference to the fact that
the determination with respect to the shared risk pension plan as a defined contribution
plan was not achieved. That being said for decision making purposes and for what the
Finance Committee and Council do "in all due respect" an accounting exercise that Lloyd
does not believe diminishes your financial statements.
Conclusion
In conclusion no restrictions were placed on the scope of Deloitte's audit other than as
noted above. In performing the audit, Deloitte was given full and complete access to the
accounting records, supporting documentation and other information requested.
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Audit Risks
Financial disclosure and presentation
Deloitte looks at these for proper disclosure and they feel that management has put
together a great financial statement package on these consolidated statements. Deloitte is
very satisfied with the end result of disclosures that are there.
Retirement, post - employment and other employee benefits
Deloitte was unable to obtain sufficient appropriate audit evidence to support the treatment
of the shared risk model as a defined contribution plan as described in the basis of the
qualified opinion section of the Executive Summary. Deloitte looks at those estimates and
make sure that they are comfortable that the estimate is reasonable.
Accountina for controlled entities
The complexity of dealing with 17 entities has its challenges to make sure that it balances
from every entity and that every entity is properly picked up. Deloitte felt management did
a great job with that and are satisfied.
Accountina for and valuation of tanaible capital assets
The City has $928,000,000 worth of assets that are on the books of these consolidated
financial statements. Deloitte was satisfied that the overall balance that was presented in
the financial statements is accurate and complete.
Lloyd stated that with respect to the valuation of the tangible capital assets Deloitte did
have dialogue with the parking commission with respect to the new garage and looked at
the criteria that is under PSAS with respect to recognizing potential impairment.
Finance has undertaken to carry out some cash flow analysis and this will be an annual
review process in making that determination work with City management.
Revenue Recoanition
There is a presumed risk of material misstatement relating to revenue recognition. The
reason for that is this is a typical area where Deloitte could potentially see fraudulent types
of activities occur therefore they use much more detailed testing there.
Deloitte was satisfied that the revenue that had been presented on the financial statements
is complete and accurate.
Management override of controls
Management override of controls is another area of presumed risk. Deloitte looked into
the journal entries as well as the management estimate area and did not see any concern.
Deloitte is satisfied that is not a concern and a risk at this time. They are satisfied what
Management has done with the overall statement.
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Auditor's Report
The Auditor's Report is similar to what the City has seen in the past. There is a qualified
opinion piece and that relates to the pension. It is a clean audit report.
Management Representation Letter
This letter states most of the significant matters that Deloitte covers in their audit. This
gets that accountability back to management stating the City provided Deloitte with
everything Deloitte needed to complete the audit to satisfaction.
Moved by Councillor Merrithew
Seconded by Councillor MacKenzie
THAT The Report to Mayor and Council along with the 2014 Audited
Financial Statements to be presented to Common Council during open
session on July 6, 2015.
The meeting adjourned at 5:30 p.m.
Councillor David Merrithew, Chairperson