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HomeMy WebLinkAbout5B - 1996 Audit Report AGENDA #: PREPARED BY: SUBJECT: DATE: INTRODUCTION: BACKGROUND: DISCUSSION: 5& RALPH TESCHNER, FINANCE DIRECTOR CONSIDER APPROV AL OF 1996 AUDIT REPORT AND MANAGEMENT LETTER JUNE 2, 1997 Councilmembers received through direct mail a copy of the 1996 Financial Report and Management Letter as prepared by the certified public accountant firm of Abdo, Abdo and Eick. The report was sent to you directly to afford sufficient time to review the document before the June 2 meeting. The audit was conducted in accordance with generally accepted auditing standards and represents an independent opinion of the financial results and status ofthe City of Prior Lake during the year of 1996. Approximately two years ago on July 17, 1995 the City Council approved Resolution 95-61 which authorized the engagement of the Abdo, Abdo and Eick Company to provide auditing services for 1995, 1996 and 1997 plus an option for 1998-2000. The cost for their professional services to prepare the 1996 CAFR (comprehensive annual financial report) was approved in an amount of$9,880.00. The City Council approved Resolution 94-27 on June 6, 1994 which authorized a working capital designation or General Fund reserve of 30% of the current year's Operating Budget, based upon the availability of sufficient funds. Any remaining portion is to be allocated by the Council as unreserved fund balance. Each year the Council is to review these excess amounts for the purpose of allocating the excess reserves to other City funds on an as needed basis. Final budget figures show a surplus of $406,461.00. The surplus occurred because of actual revenues of $5,719,304 compared to budgeted revenues of $5,447,005 or 105.0% of projection. Operating expenditures were $5,312,843 compared to budgeted expenditures of 5,447,005 or 97.5% of budget. This allowed the Council at it's May 20th meeting to appropriate a total of $450,000 from the General Fund to create the Revolving Equipment Fund. The General Fund balance was reduced from the recommended 30% working capital threshold to 26%. It should be restored over the next two years under normal budget experience. H~UD!J.\AUD,RPTDOC 16200 Eagle Creek Ave. S.E., Prior Lake. Minnesota 55372-1714 / Ph. (612) 447-4230 / Fax (612) 447-4245 .''1N EQLAL OPPORTLNITY E"lPLOYER Contained within the financial report is a legal compliance audit which was performed to ensure compliance with Minnesota Statutes in the areas of; contracting and bidding, deposits and investments, conflicts of interest, public indebtedness and claims and disbursements. According to the auditor's tests, the City has complied with the applicable legal provisions as they apply to the five main categories stated above. Also noted within their report on internal control is the fact that no matters involving internal control structure and operation were observed to contain material weaknesses as defined by GAS (Government Auditing Standards). The Management Letter is intended to bring to the City Council's attention deficiencies or conditions recommended for improvement within the design or administration of the City's financial operations. A graphic summary of the City's results of operations within the General Fund depicting revenues and expenditures is included. Also, under a section entitled "Building Financial Strength Outside of the General Fund", the auditors discuss the importance of stabilizing tax efforts and the ups and downs of capital acquisition costs by establishing revolving funds such as the Revolving Equipment Fund recently approved by the City Council. AL TERNA TIVES The following alternatives are available to the City Council: 1. Accept 1996 Audit Report and Management Letter as submitted. 2. Delay action according to specific Council reason. RECOMMENDATION: Staff would recommend approval of the management letter and the financial report for the fiscal year ended December 31, 1996 as submitted. A City Financial Reporting Form, which is basically a condensed excerpt of the official document, is required to be submitted to the Office of the State Auditor by June 30, 1997 along with this report. Please feel free to contact Staff prior to the meeting if you have any questions. Gerry Eick of the firm Abdo, Abdo and Eick will make a brief presentation regarding the report and management letter. ACTION REQUIRED: Motion and second to accept the 1996 Audit Report and Manage;nent Letter.