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HomeMy WebLinkAboutTR-8-91 �r TOWN OF NEWCASTLE REPORT File # y Res. # - By-Law # MEETING: GENERAL PURPOSE & ADMINISTRATION COMMITTEE DATE: January 7, 1991 REPORT #: TR-8-91 FILE #: SUB.ECT: GOODS AND SERVICE TAX IMPLEMENTATION RECOMMENDATIONS: It is respectfully recommended that the General Purpose and Administration Committee recommend to Council the following: 1. That report TR-8-91 be received; 2. That the recommendation outlined in the attached letter marked Schedule "A" from Deloitte and Touche, Chartered Accountants be endorsed as outlined in the body of this report; 3. That Staff be authorized to advertise for the position of GST Clerk (Code 12, Range $26,169.00 - $31,401.00) forthwith; 4. That the required funds be provided for through the 1991 Current Budget. BACKGROUND & COMMENTS 1. Subsequent to Council Resolution #C-674-90, the Town's auditors, Deloitte and Touche, Chartered Accountants have consulted with staff on numerous occasions regarding the implementation of the Goods and Services Tax. 2. The total Town of Newcastle operating expenditure of approximately $10,000,000 (ten million) is subject to either an input tax credit or rebates. The approximate combined value of this revenue to be applied for will be $350,000.00. One person will be required to review each invoice and each purchase order before revenue can be input and filed for. 3. If tax is not collected, or late filing of taxes is made the Town will be assessed penalties effective January 1, 1991. . . .2 i r. TR-8-91 Page 2 3. Significant progress has been made with the assistance of Deloitte and Touche, in regard to setting up and developing new accounts. In order that interest on tax credits and rebates may be applied for on a timely basis changes to our current method of processing invoices will be required. Deloitte and Touche have estimated that the potential interest savings alone associated strictly with the filing of the rebate approximately forty five days sooner than under the existing system will save the Town up to $10,000 annually. This potential savings will only be realized by having in place the additional staff position as supported by the auditor's review. 4. If the services of Deloitte and Touche are required in order to meet these legislative requirements, the cost associated will be substantially greater than hiring a new staff member. 5. In the event that existing staff are required to shift priorities, in order to meet legislated requirements there will be additional costs incurred due to not being able to place orders in time to take advantage of pricing and seasonal savings on the Town's regular operations and Capital acquisitions. 6. The Auditors Deloitte & Touche have outlined in the attached letter, some additional job functions associated with the Goods and Services Tax legislation and its implementation. The volume of tender and purchase order activity in the purchasing division of Treasury has increased by more than 100% over the past few years and therefore the additional workload associated directly with GST that directly impacts purchasing functions could not be accommodated without the regular purchasing activities for the Town suffering severely. As the GST legislation will take effect on January 1, 1991, a forthwith approval is requested in order to advertise and place an individual as soon as possible. Respectfully submitted, Recommended for presentation to the Committee, ie A. Marano, H.BSc., Lawrence A. gotself, Treasurer. Chief A in'strative Officer. MAM/LAB/ges ATTACH: NOV 27 '90 10:41 DELOITTF_ OSHAWA F'•��_ Delp . SCHEDULE "A" %A Touche _ Deioitte&Touohe Chartered Accountants Bank of Commerce Building Telephone: (416) 679-8202 2 S. Box Street South Teiecopier4(416)8579-3388 P.O. Box 800 Oshawa, Ontario L1H 7N1 Private And Conf dential Mrs. Marie Marano November 26, 1990 Treasurer Corporation of the Town of Newcastle Municipal offices 40 Temperance Street Bowmanville, Ontario L1C 3A6 Dear Marie: In conjunction with council's resolution dated october 15, 1990, we are providing you with our comments relative to a recent review of the workload increase which will result from the implementation of the new Goode and services Tax (G.S.T. ) and the related proposed changes to your purchasing and accounts payable processing system. Associated with the G.S.T. legislation and its implementation, there are numerous additional job functions which would not appear to reasonably be accommodated by existing treasury staff who, we are advised by management, are working at capacity. Given this situation, we are of the opinion that one additional staff member (G.S.T. clerk/purchasing assistant) will be required in the treasury department to adequately perform the additional clerical work required. The duties of this new G.S.T. clerk/purchasing assistant are anticipated to be as follows: 1. Become knowledgeable in the area of G.S.T. legislation and monitor the Town's compliance with the current legislation. 2. Review all incoming invoices for G.S.T. Component. 3. Approve and code all invoices based on pre-approved purchase requisitions and purchase orders, and control the accurate recording of G.S.T. paid on all purchases on a timely basis. 4. prepare monthly G.S.T. claim forms promptly and follow up on tardy remittances with the Federal Government. S. Initiate required monthly journal entries to properly record G.S•T. recoverable in the general .ledger accounts. / 5 Mrs. Marie Marano November 26, 1940 2 6. Keep up-to-date on all future G.S.T. changes that affect the Town of Newcastle and monitor the Town's compliance with any new requirements. 7. Review current purchasing practices to determine the cost effectiveness Of the following: (a) lease vs buy decisions; (b) self-supply vs outside purchases; and (c) supplier arrangements. S. Assist in training other departments' staff in the area of G.S.T. compliance. There will be an extra salary cost involved in the addition of one new staff member. However, this additional cost may be offset by the following: 1. Filing for G.S.T. refunds on a more tamely basis would improve cashflow and thereby reduce interest expense. At the present time, invoices are often not processed through accounts payable until approximately 45 days after invoice date. The G.S.T. would not be applied for until the invoices are recorded in accounts payable, Under the proposed streamlined accounts payable system utilizing the services of the new G.S.T. clerk/purchasing assistant, the G.S.T. refund application should be able to be filed approximately 45 days sooner. We estimate the potential interest savings associated with this earlier filing of G.S.T. application farms to be . approximately $8,b00 $14,000 annually. 2. A more up--to-date accounts payable system would produce more accurate monthly financial statements and reduce the number of complaints received from suppliers by the purchasing department resulting from slow payment of invoices. 3. A more up--to-date accounts payable system would allow the treasury department to take advantage of any available purchase discounts. The above comments relate to our review of the anticipated workload requirement resulting from the implementation of the G.S.T. as well as to the changes you are proposing to streamline your purchasing accounts payable system and do not represent an overall detailed staffing requirements review of the treasury department. we would be pleased to discuss these comments further with you at your convenience. Yours very truly, AELOITTE & TOUCHL Laurence L. Martin Partner ) i