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HomeMy WebLinkAboutFND-001-11CLBTlI~°'t0Il REPORT FINANCE DEPARTMENT Meeting: GENERAL PURPOSE AND ADMINISTRATION Date: JAN 10, 2011 Resolution#: ~PA~'bl9-// By-law#: Report: FND-001-11 File#: Subject: 2010 Accrual Based Budget for PSAB per Ont Reg 284109 RECOMMENDATIONS: It is respectfully recommended that the General Purpose and Administration Committee recommend to Council the following: THAT Report FND-001-11 be received; and 2. THAT Report FND-001-11 be adopted by resolution in accordance with provisions of Ontario Regulation 284/09 of the Municipal Act, 2001. .~ ~' ~,~, _ ~i V `ti Submitted by: ~ Reviewed by: -`' Nancy Tay} r, .B ., C. Franklin Wu, Director of Finance/ Chief Administrative Officer Treasurer NT/hjl CORPORATION OF THE MUNICIPALITY OF CLARINGTON 40 TEMPERANCE STREET, BOWMANVILLE, ONTARIO L1C 3A6 T (905)623-3379 REPORT NO.: FND-001-11 PAGE 2 BACKGROUND: 1.0 In June 2006, the Public Sector Accounting Board (PSAB) of the Canadian Institute of Chartered Accountants (CICA) approved revisions to Section PS 3150 of the Public Sector Accounting Handbook for the accounting of tangible capital assets (TCA) for local governments. Section 294.1 of the Municipal Act, 2001, requires that municipalities prepare financial statements in accordance with PSAB. 1.1 Effective for the 2009 financial statements, local governments were required to record an inventory of all tangible capital assets as assets in their financial statements and amortize the cost of the asset over its useful life. 1.2 The Municipality's 2009 PSAB compliant financial statements were approved by Council on September 20, 2010, with the Auditor's Report dated August 30, 2010. ADDITIONAL REPORTING REQUIREMENTS FOR MUNICIPAL BUDGETS: 2.0 Municipal budgets are prepared on a cash basis rather than an accrual basis. The purpose of the budget is to determine the amount of taxation required from the tax base to provide municipal services. The budgets do not include items like amortization of fixed assets because this is not a cash requirement and if included, would increase the tax levy. 2.1 However, the PSAB Handbook requires that budget numbers in the financial statements should be presented in the financial statements on the same basis as the actual results, for comparability purposes. As a result, the Province passed Ontario Regulation 284/09 to provide direction on expenses to be excluded from the tax based budget and reporting requirements so Council is aware of which expenses are not included in the tax based budget. 2.2 Transitional reporting requirements are included for the 2010 year and directions for the 2011 and subsequent years. For 2010, this report is required 60 days after receiving its audited statements for 2009. Due to the timing of receipt of the audited statements and election timing, this report is now being brought forward. For 2011, the reporting will be done in conjunction with the budget process. IMPACT OF EXCLUDED EXPENSES FOR THE 2010 APPROVED BUDGET: 3.0 Accrual based expenses that were excluded from the 2010 tax based budget include amortization and post-employment benefits. Other items to transfer to a PSAB based budget include tangible capital asset acquisitions, and accounting treatment of debt principal payments. REPORT NO.: FND-001-11 PAGE 3 3.1 There is no financial impact of these PSAB additions or reductions since the tax based budget approves necessary funds to provide municipal services for 2010. 3.2 However, the estimated change to the accumulated surplus at the end of 2010 resulting from the above items is as follows: PSAB Additions to the 2010 Budaet Tangible Capital Asset Amortization $15,015,180 Post Employment Benefit Estimate $ 498 gg7 Accrued Interest Expense 431 558 Total PSAB Additions $15.945.725 PSAB Reductions to the 2010 Budaet TCA Acquisitions ($14,591,282) Debt Principal Payments ($ 2,813.121 Total PSAB Reductions ($17.404.403) (Increase)Decrease in Accumulated Surplus ~$ 1,458.678 CONCLUSION AND RECOMMENDATION: 4.0 The regulation requires that the Council adopt a report containing information pertaining to excluded expenses as identified above. This report satisfies the requirement of Ontario Regulation 284/09.