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A-1. Review of 2015 Audit Report, Redpath & CompanyA - MEMORANDUM CITY OF TO: Mayor & City Council CHAUSEN FROM: Greg Sticha, Finance Director CRUSEN 7700 Market Boulevard DATE: July 11, 2016 PO Box 147 Chanhassen, MN 55317 SUBJ: Review 2015 Audit & Approval of Year End Transfers Administration The Finance Department just finished another audit cycle. Andy Herring & Dave Mol from Phone: 952.227.1100 Redpath & Company will be present to review the financial results and audit findings for 2015. Fax: 952.227.1110 BACKGROUND Building Inspections Phone: 952.227.1180 Audit: The financial statements take into account the city's entire financial picture and are in a Fax: 952.227.1190 format similar to a proprietary or for-profit organization. This includes a statement of activities that break out the primary government and proprietary revenues and expenses by function. Engineering Phone: 952.227.1160 There are three reports that HLB Tautges Redpath completes for the city as part of the audit. Fax: 952.227.1170 Attached are copies of all three reports and representatives from Redpath & Company will review Finance each report with City Council. In addition, they will be reviewing a PowerPoint that will give Phone: 952.227.1140 some insight on how a number of various funds finished the 2015 audit year. Fax: 952.227.1110 Year End Transfers: After the audit has been completed any General Fund Surplus for the year Park & Recreation end can be transferred to any fund the City Council desires. This year the General Fund had a Phone: 952.227.1120 surplus of $421,281. Previous Councils have committed to the completion of picnic shelters at all Fax: 952.227.1110 of the city's neighborhood parks using any surpluses created in the General Fund. The amount needed for this year's picnic shelters would be $120,000. Recreation Center 2310 Coulter Boulevard Phone: 952.227.1400 It has also been the practice of previous councils to transfer any remaining General Fund Surplus Fax: 952.227.1404 to the Revolving Assessment Construction Fund in order to pay for the city portion of the annual street improvement projects. Therefore, the remaining amount of surplus that could be transferred Planning & to the Revolving Assessment Construction Fund would be $301,281. Staff is recommending a Natural Resources transfer of these funds consistent with other General Fund surpluses. Phone: 952.227.1130 Fax: 952.227.1110 In addition, staff is also recommending the closing of Fund #600 (Special Assessment Project Fund). This fund was set up in the 1990s to account for various special assessment street Public Works reconstruction projects. In 2005, the city established its current Revolving Assessment 7901 Park Place Construction Fund (Fund #601) to account for all future street reconstruction/improvement Phone: 952.227.1300 Fax: 952.227.1310 projects. All of the old special assessments accounted for in Fund #600 have now been paid and there is a remaining cash balance of $81,084. Staff is recommending the transfer of these Senior Center remaining funds into the new fund established in 2005 (Fund #601) and the closing of fund #600. Phone: 952.227.1125 Fax: 952.227.1110 ATTACHMENTS Website 1. Audit Reports that will be presented by the Auditors. www.ci.chanhassen.mn.us 2. PowerPoint Presentation dated July 11, 2016. 3. Resolution Authorizing year end transfers. fAgregs\audit\2015\review of 2015 audit & ye tsfs.docx Chanhassen is a Community for Life - Providing for Today and Planning forTomorrow R EP.OATH A N DM P INDEPENDENT AUDITOR'S REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GO VERNMENT A UDITING STANDARDS To the Honorable Mayor, Members of the City Council and Management City of Chanhassen, Minnesota We have audited, in accordance with the auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards issued by the Comptroller General of the United States, the financial statements of the governmental activities, the business -type activities, each major fund and the aggregate remaining fund information of the City of Chanhassen, Minnesota, as of and for the year ended December 31, 2015, and the related notes to the financial statements, which collectively comprise the City of Chanhassen, Minnesota's basic financial statements and have issued our report thereon dated June 24, 2016. Internal Control Over Financial Reporting In planning and performing our audit of the financial statements, we considered the City of Chanhassen, Minnesota's internal control over financial reporting (internal control) to determine the audit procedures that are appropriate in the circumstances for the purpose of expressing our opinions on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of the City of Chanhassen, Minnesota's internal control. Accordingly, we do not express an opinion on the effectiveness of the City of Chanhassen, Minnesota's internal control. A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control such that there is a reasonable possibility that a material misstatement of the entity's financial statements will not be prevented, or detected and corrected on a timely basis. A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance. 4810 White Bear Parkway, St. Paul, MN, 55110 651.426.7000 www.redpathcpas.com Our consideration of internal control was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be material weaknesses or significant deficiencies. Given these limitations, during our audit we did not identify any deficiencies in internal control that we consider to be material weaknesses. However, material weaknesses may exist that have not been identified. Compliance and Other Matters As part of obtaining reasonable assurance about whether the City of Chanhassen, Minnesota's financial statements are free from material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts and grant agreements, noncompliance with which could have a direct and material effect on the determination of financial statement amounts. However, providing an opinion on compliance with those provisions was not an objective of our audit and, and accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Government Auditing Standards. Purpose of this Report The purpose of this report is solely to describe the scope of our testing of internal control and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the entity's internal control or on compliance. This report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the entity's internal control and compliance. Accordingly, this communication is not suitable for any other purpose. REDPATH AND COMPANY, LTD. St. Paul, Minnesota June 24, 2016 REdTH A N D CMAP N Y MINNESOTA LEGAL COMPLIANCE To the Honorable Mayor and Members of the City Council City of Chanhassen, Minnesota We have audited, in accordance with auditing standards generally accepted in the United States of America, and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States, the financial statements of the governmental activities, the business -type activities, each major fund, and the aggregate remaining fund information of the City of Chanhassen, Minnesota as of and for the year ended December 31, 2015, and the related notes to the financial statements, and have issued our report thereon dated June 24, 2016. The Minnesota Legal Compliance Audit Guide for Cities, promulgated by the State Auditor pursuant to Minn. Stat. § 6.65, contains seven categories of compliance to be tested: contracting and bidding, deposits and investments, conflicts of interest, public indebtedness, claims and disbursements, miscellaneous provisions and tax increment financing. Our audit considered all of the listed categories. In connection with our audit, nothing came to our attention that caused us to believe that the City of Chanhassen, Minnesota failed to comply with the provisions of the Minnesota Legal Compliance Audit Guide for Cities. However, our audit was not directed primarily toward obtaining knowledge of such noncompliance. Accordingly, had we performed additional procedures, other matters may have come to our attention regarding the City of Chanhassen, Minnesota's noncompliance with the above referenced provisions. The purpose of this report is solely to describe the scope of our testing of compliance and the results of that testing, and not to provide an opinion on compliance. Accordingly, this communication is not suitable for any other purpose. REDPATH AND COMPANY, LTD. St. Paul, Minnesota June 24, 2016 4810 White Bear Parkway, St. Paul, MN, 55110 651.426.7000 www.redpathcpas.com REdTH A N DPCCOMAP N Y COMMUNICATION WITH THOSE CHARGED WITH GOVERNANCE To the Honorable Mayor and Members of the City Council City of Chanhassen, Minnesota We have audited the financial statements of the governmental activities, the business - type activities, each major fund and the aggregate remaining fund information of the City of Chanhassen, Minnesota for the year ended December 31, 2015. Professional standards require that we provide you with information about our responsibilities under generally accepted auditing standards, Government Auditing Standards, as well as certain information related to the planned scope and timing of our audit. We have communicated such information in our letter to you dated May 16, 2016. Professional standards also require that we communicate to you the following information related to our audit. Qualitative Aspects of Accounting Practices Management is responsible for the selection and use of appropriate accounting policies. The significant accounting policies used by the City are described in Note 1 to the financial statements. As described in Notes 8 and 18 to the financial statements, the City implemented GASB Statement No. 68, Accounting and Financial Reporting for Pensions — an Amendment of GASB Statement No. 27 for the year ended December 31, 2015. The most significant effect of this standard is that it required the City to record its proportionate share of the net pension liability of defined benefit pension plans, as well as related deferred inflows and outflows of resources. These items are only reported on full -accrual financial statements. The liability was initially recorded by restating beginning net position. It should be noted that the City's contribution requirements to pension plans have not changed as a result of this standard. We noted no transactions entered into by the City during the year for which there is a lack of authoritative guidance or consensus. All significant transactions have been recognized in the financial statements in the proper period. Accounting estimates are an integral part of the financial statements prepared by management and are based on management's knowledge and experience about past and current events and assumptions about future events. Certain accounting estimates are particularly sensitive because of their significance to the financial statements and because of the possibility that future events affecting them may differ significantly from those expected. The most sensitive estimates affecting the financial statements were management's estimate of the portion of construction projects which will be capitalized and estimates relating to the net pension liability. Estimates relating to construction projects are based on feasibility 4810 White Bear Parkway, St. Paul, MN, 55110 651.426.7000 www.redpathcpas.com City of Chanhassen, Minnesota Communication With Those Charged With Governance Page 2 reports and estimates of the City Engineer. Estimates relating to the net pension liability are based on actuarial studies. We evaluated the key factors and assumptions used to develop these estimates in determining that they are reasonable in relation to the financial statements taken as a whole. Certain financial statement disclosures are particularly sensitive because of their significance to financial statement users. Determining sensitivity is subjective, however, we believe the disclosures most likely to be considered sensitive are Note 8 — Defined Benefit Pension Plans and Note 18 — Change in Accounting Principle. The financial statement disclosures are neutral, consistent and clear. Difficulties Encountered in Performing the Audit We encountered no difficulties in dealing with management in performing and completing our audit. Corrected and Uncorrected Misstatements Professional standards require us to accumulate all known and likely misstatements identified during the audit, other than those that are clearly trivial, and communicate them to the appropriate level of management. There were no uncorrected misstatements that have an effect on our opinion on the financial statements. Audit procedures detected a keying error in recording an addition to capital assets, which initially resulted in a $500,000 overstatement to Sewer Fund capital assets. The item was subsequently corrected. Disagreements with Management For purposes of this letter, a disagreement with management is a financial accounting, reporting, or auditing matter, whether or not resolved to our satisfaction, that could be significant to the financial statements or the auditor's report. We are pleased to report that no such disagreements arose during the course of our audit. Management Representations We have requested certain representations from management that are included in the management representation letter dated June 24, 2016. Management Consultations with Other Independent Accountants In some cases, management may decide to consult with other accountants about auditing and accounting matters, similar to obtaining a "second opinion" on certain situations. If a consultation involves application of an accounting principle to the City's financial statements or a determination of the type of auditor's opinion that may be expressed on those statements, our professional standards require the consulting accountant to check with us to determine that the consultant has all the relevant facts. To our knowledge, there were no such consultations with other accountants. City of Chanhassen, Minnesota Communication With Those Charged With Governance Page 3 Other Audit Findings or Issues We generally discuss a variety of matters, including the application of accounting principles and auditing standards, with management each year prior to retention as the City's auditors. However, these discussions occurred in the normal course of our professional relationship and our responses were not a condition to our retention. Other Matters We applied certain limited procedures to management's discussion and analysis, the budgetary comparison information, the schedule of funding progress, and the pension related information, which are required supplementary information (RSI) that supplements the basic financial statements. Our procedures consisted of inquiries of management regarding the methods of preparing the information and comparing the information for consistency with management's responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We did not audit the RSI and do not express an opinion or provide any assurance on the RSI. We were engaged to report on the combining and individual nonmajor fund financial statements and schedules which accompany the financial statements but are not RSI. With respect to this supplementary information, we made certain inquiries of management and evaluated the form, content, and methods of preparing the information to determine that the information complies with accounting principles generally accepted in the United States of America, the method of preparing it has not changed from the prior period, and the information is appropriate and complete in relation to our audit of the financial statements. We compared and reconciled the supplementary information to the underlying accounting records used to prepare the financial statements or to the financial statements themselves. We were not engaged to report on the introductory section, the statistical section or the other information, which accompany the financial statements but are not RSI. We did not audit or perform other procedures on this other information and we do not express an opinion or provide any assurance it. Restriction on Use This information is intended solely for the use of the City Council and management of the City of Chanhassen, Minnesota and is not intended to be, and should not be, used by anyone other than these specified parties. REDPATH AND COMPANY, LTD. St. Paul, Minnesota June 24, 2016 David Mol, CPA Partner Andy Hering, CPA Director REd A N 0 Reports Issued by Auditor Opinion on the Fair Presentation of the Financial Statements Report on Internal Controls Report on Minnesota Legal Compliance Communication to Those Charged with Governance 2 REdAMPATNYH A N D Opinion on Financial Statements 17 What did we do? Determine the financial statements are presented in accordance with GAAP and free of material misstatement. r, How did we do it? Audit Standards GAAS (AICPA) — GAGAS (GAO) What is the result? - A "clean" or Unmodified opinion was issued on the 2015 financial statements. REdAMPATNYH A N 0 C Excellence in Financial Reporting rk Government Finance Officers Association Certificate of Achievement for Excellence in Financial Reporting Presented to City of Chanhassen Minnesota For its Comprehensivc Annual Financial Rcport for the Fiscal Year Fnded December 31, 2014 Executive Direciorr( 70 4 REdATH A N D C O M P A N Y Report on Internal Controls 7 What did we do? We gained an understanding of internal controls in place and their effectiveness in order to design our audit procedures P, What is the result? No findings on internal control over financial reporting. 5 REdPCOAM.TNYH AN D Report on Minnesota Legal Compliance r What did we do? 10 Determine the City has complied with certain Minnesota Statutes / Laws that pertain to financial transactions How did we do it? Select sample of transactions to test for compliance with statutory provisions. What is the result? No findings of noncompliance. REdS AND Communication to Those Charged with Governance 7 Accounting policies used and/or changed. • GASB 68 relating to pensions was implemented. — City's proportionate share of PERNs net pension liability ($4,326,000) — Fire Relief net pension liability ($625,000) 7 Accounting estimates in the financial statements. • Capitalization of construction projects • Net pension liability No difficulties encountered in performing the audit. rlFinancial statement adjustments identified during the audit • Capitalization of assets r No disagreements with management. R Other Matters • More changes in accounting standards on the way. REd,BW AND Pensions 7 GASB No. 68 City's proportionate share of PERNs net pension liability now required to be reported in the financial statements. 11 PERA's Net Pension Liability at June 30, 2015 • GERF $5.586 billion (76% funded) • PEPFF $1.384 billion (84% funded) City of Chanhassen's share GERF: 0.0791% or $4,099,000 • PEPFF: 0.020% or $227,000 �^ Impact on City of Chanhassen • No change in funding City contribution requirement — GERF: 7.5% of wages — PEPFF: 16.2% of wages R ECJCPOTH A N DMAP N Y Summary of Financial Activity Increase (Decrease) Fund Interfund in Fund Balance Fund Type Revenue Expenditures Transfers Balance 12/31/15 General $10,550,000 $10,129,000 ($700,000) ($279,000) $5,330,000 Special Revenue 246,000 Debt Service 2,091,000 Capital Project 7,537,000 191,000 - 55,000 460,000 2,256,000 673,000 508,000 4,069,000 485,000 (761, 000) 7,763, 000 Total $20,424,000 $21,359,000 $458,000 ($477,000) $17,622,000 Footnotes: General Fund — see next slide Debt Service — Tax increment bonds paid off in 2015 ($635,000) Capital Project: Expenditures include 1) TH101 ($826,000), 2) 2014 Street project ($1,335,000) and 3) Capital equipment replacement ($1,186,000). J REdDATH AND COMPANY General Fund Budget Performance 2015 Fund balance - January 1 Fund balance - December 31 5,609,000 $5,330,000 Footnotes: 1. Revenue budget variance due to Permit Revenue ($301,000) and Fire State Aid ($46,000). 2. Transfer out was to Revolving Assessment Fund to provide for interfund loan for well #15. zo RECD.- AIrk, AN D O O M P A N V Budget Budget Actual Variance Revenues $10,165,000 $10,550,000 $385,000 Expenditures 10,165,000 10,129,000 36,000 Revenues over (under) expenditure, - 421,000 421,000 Transfer out - (700,000) (700,000) Net increase in fund balance - (279,000) (279,000) Fund balance - January 1 Fund balance - December 31 5,609,000 $5,330,000 Footnotes: 1. Revenue budget variance due to Permit Revenue ($301,000) and Fire State Aid ($46,000). 2. Transfer out was to Revolving Assessment Fund to provide for interfund loan for well #15. zo RECD.- AIrk, AN D O O M P A N V General Fund Balance Cash Flow Reserve $6,000,000 - $5,500,000 - $5,000,000 - $4,500,000 - $4,000,000 - $3,500,000 - $3,000,000 - $2,500,000 - $2,000,000 - $1,500,000 - $1,000,000 - $500,000 - $3,071,000 decrease from 12/31/14 through 5/31/15 $ 12/31/2014 1/31/20 5 2/28/20 5 3/31/20 5 4/30/20 5 5/31/20 5 1 6/30/20 5 7/31/20 5 8/31/20 5 1 9/30/20 5110/31/2015111/30/20)15112/3E2 015 ■S nesl $5,791,000 $5,275,000 $4,790,000 $3,656,000 $3,152,000 $2,720,000 $5,139,0001 $4,909,0001$4,441,0001$3,958,0001$3,667,0001$2,067,0001$5,471,0001 11 p F( -_ i AND rml COMRANY Water Fund $3,500,000 -- $3,000,000 -- $2,500,000 -- $2,000,000 $1,500,000 - $1,000,000 - $500,000 - 2011 2012 2013 2014 2015 � Depreciation �7 Operating Expenses (excludes depreciation) �— Operating Revenue r�cCnjam H AND'COMPANY Sewer Fund $3,400,000 - $3,200,000 - $3,000,000 - $2,800,000 - $2,600,000 - $2,400,000 - $2,200,000 - $2,000,000 - $1,800,000 - $1,600,000 - $1,400,000 - $1,200,000 - $1,000,000 $800,000 - $600,000 $400,000 $200,000 1 -- $3,400,000 $3,200,000 $3,000,000 $2,800,000 - $2,600,000 $2,400,000 $2,200,000 $2,000,000 $1,800,000 $1,600,000 $1,400,000 - $1,200,000 - $1,000,000 - $800,000 - $600,000 - $400,000 - $200,000 2011 2012 2013 2014 2015 � Depreciation Operating Expenses (excludes depreciation) t Operating Revenue RECJCPOTAN DMAP N Y CITY OF CHANHASSEN CARVER AND HENNEPIN COUNTIES, MINNESOTA DATE: Julv 11, 2016 RESOLUTION NO: 2016 - MOTION BY: SECONDED BY: A RESOLUTION AUTHORIZING A TRANSFER FROM THE GENERAL FUND SURPLUS FROM THE YEAR ENDING DECEMBER 31, 2015, AND THE CLOSING OF FUND #600 (SPECIAL ASSESSMENT PROJECT FUND) WITH ANY REMAING FUNDS TO BE TRASFERRED TO THE REVLOVING ASSESSMENT CONSTRUCTION FUND (FUND #601) BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF CHANHASSEN AS FOLLOWS: That the city had a surplus in the city's General Fund for fiscal year ending December 31, 2015 of $421,281; and 2. That a transfer of $120,000 from the city's General Fund (10 1) to the city's Capital Equipment Construction Fund (400), to be used for the ongoing construction of picnic shelters in the various neighborhood parks; and 3. A transfer of $301,281 from the city's General Fund (101) to the city's Revolving Assessment Construction Fund (601) to aid in the funding of the ongoing city portion of street reconstruction projects; and 4. A transfer of the remaining cash balance in the Special Assessment Project Fund (600) of $81,084 to the Revolving Assessment Construction Fund (601); and 5. The permanent closing of the Special Assessment Project Fund (600). Passed and adopted by the Chanhassen City Council this 11th day of July, 2016. ATTEST: Todd Gerhardt, City Manager Denny Laufenburger, Mayor YES NO ABSENT