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HomeMy WebLinkAboutTR-79-00 THE CORPORATION OF THE MUNICIPALITY OF CLARINGTON REPORT Date: December 11, 2000 File #: 1-9/ [, Res.#(:jf1- lfq'f-o 0 BY-LaW#~~ Capital Fund Accounting System and PSAB ReqUirements~d File#: Meeting: General Purpose and Administration Committee Report #: Subject: TR-79-00 Recommendations: It is respectfully recommended the General Purpose and Administration Committee recommend to Council the following: 1.0 THAT Report TR-79-00 be received; 2.0 THAT the Municipality establish a Capital Fund Accounting System; 3.0 THAT interest earned in the Capital Fund be transferred periodically into the Municipal Capital Works Reserve Fund; 4.0 THAT, excluding Development Charges related projects, any Capital Fund financing shortfalls below Purchasing By-Law requirements be Funded from the Municipal Capital Works Reserve Fund; 5.0 THAT, excluding Development Charges related projects, any Capital Fund surpluses be transferred to the Municipal Capital Works Reserve Fund; 6.0 THAT in preparation for complying with the Public Sector Accounting Board requirements, the following, in addition to any future Reserves determined to be more appropriately reflected as Reserve Funds: Computer Equipment Reserve be changed to the Computer Equipment Reserve Fund; the Animal Control Equipment Reserve and the Animal Control Building Reserve be combined and changed to the Animal Control Reserve Fund; the Fire Equipment Reserve and the Fire Fighters Co-Training Reserve be combined and changed to the Fire Equipment Reserve Fund; and that the Public Works Equipment Reserve be changed to the Public Works Equipment Reserve Fund; and 7.0 THAT the attached By-Laws be approved. 825 TR-79-00 Capital Fund Accounting System and PSAB Requirements Page 2 of 3 Background: 1.0 In a letter to Municipal Treasurers and Auditors dated April 12, 2000 from the Ministry of Municipal Affairs and Housing, the Municipality was notified of the following: "It has been decided that the accounting recommendations and disclosure requirements, as prescribed by the Public Sector Accounting Board (PSAB) of the Canadian Institute of Chartered Accountants, be adopted for use by Ontario municipalities". 2.0 As a result, the format of the Municipality's financial statements will change for 2000 and 1999 comparative information will be restated. In preparation for the restatement and revisions to the financial statements, staff are recommending that several project specific Reserves be transferred into speCific newly created Reserve Funds. By-Laws to establish the Reserve Funds are attached. Capital Fund Accounting System: 3.0 It has been recommended in the annual management letter from the Municipality's auditors, Deloitte & Touche, that the Municipality adopt a formal Capital Fund Accounting System. The recommendation was as follows: "Due to the increasing number and complexity of capital projects undertaken by the Municipality, we suggest that the Municipality consider establishing a formal Capital Fund Ledger to further improve your financial information. Such a ledger would allow for easier monitoring of capital projects, help to eliminate the need to transfer unexpended capital financing to Reserve/Reserve Funds at the end of each year, and provide for more informative reporting of unencumbered Reserves and Reserve Fund balances." 4.0 Currently, unexpended capital financing is recorded through commitments to the Reserve and Reserve Funds, which is included in the Budget and Trial Balances. Staff recommended in Report TR-61-00, entitled 1999 Audit Report and Management Letter, that it would be more cost effective to establish new Capital Fund accounting procedures in conjunction with the financial software replacement planned for 2001. 4.1 Due to the requirements of PSAB to be implemented for the 2000 reporting year, it is necessary to establish the capital Fund ledger system for the purposes of financial reporting. 4.2 Staff are proposing that the Capital Fund be structured such that once the Capital Budget is approved each year, capital financing be transferred into the Capital Fund. Interest earned in the capital Fund during the year will be transferred into the Municipal Capital Works Reserve Fund. This will help to offset any minor cost overruns that would then be financed from the Municipal Capital Works Reserve Fund. As per existing policy, all Purchasing By-Law requirements would be adhered to for any tender results above budget approvals. 826 TR-79-00 Capital Fund Accounting System and PSAB Requirements Page 3 of 3 4.3 It is also recommended that any Capital Budget surplus from actual costs coming in below budget would be transferred to the Municipal Capital Works Reserve Fund. 4.4 The only exception to the above would be for any Development Charge related projects. Due to particular legislative requirements, financing would only be transferred into the capital Fund for Development Charge related projects as actual expenditures occur so that all overruns, savings, or interest is allocated appropriately to the Development Charges Reserve Funds. Conclusion: 5.0 The above recommendations will allow for the establishment of the Capital Fund Accounting System in compliance with PSAB. This will, in effect, transfer the committed balances in the Reserve Funds into the Capital Fund without impacting the available balances in the Reserve Funds. Respectfully submitted, tl~ Marie Marano, HBSc., AMCT, CMO., Treasurer. Reviewed by, o Franklin Wu, Chief Administrative Officer. MM/NTlhjl 827 THE CORPORATION OF THE MUNICIPALITY OF CLARINGTON BY-LAW #2000- Being a By-Law to establish a Reserve Fund For Fire Equipment and To Repeal By-Law 93-208 WHEREAS the Council of the Corporation of the Municipality ofClarington considers it desirable to establish a Reserve Fund for Fire Equipment. AND WHEREAS Chapter MAS, Section 163(1) of the Municipal Act R.S.O. 1990, provides that, "Every municipality as defined in the MWlicipal Affairs Act and every board, commission, body or local authority established or exercising any power or authority with respect to municipal affairs under any general or special Act in an unorganized township or in unsurveyed territory may in each year provide in the estimates for the establislunent or maintenance of a reserve fund for any purpose for which it has authority to spend funds, but if the approval of the council is required by law for a capital expenditure or the issue of debentures of or on behalf of a local board, the approval of the council of a provision in the estimates of the local board for a reserve fund shall be obtained". NOW THEREFORE, Be It Enacted and It Is Enacted, as a By-Law of the Corporation of the Municipality of Clarington as follows: 1. THAT the Treasurer be authorized to establish a reserve fund entitled "Reserve Fund - Fire Equipment"; 2. THAT the balance in the Fire Department Equipment Reserve and the balance in the Firefighters Co-training Reserve be deposited into this reserve fund, and 3. THAT the Council may, by resolution passed by a majority of members present, direct the use of the funds for municipal purposes. By-Law read a first and second time this 18th day of December 2000. By-Law read a third and finally passed this ISth day of December 2000. Mayor Clerk 828 THE CORPORATION OF THE MUNICIPALITY OF CLARINGTON BY-LAW #2000- Being a By-Law to establish a Reserve Fund For Public Works Equipment To Repeal By-Law 83-46 WHEREAS the Council of the Corporation of the Municipality ofClarington considers it desirable to establish a Reserve Fund for Public Works Equipment. AND WHEREAS Chapter MAS, Section 163(1) of the Municipal Act R.S.O. 1990, provides that, "Every municipality as defined in the Municipal Affairs Act and every board, commission, body or local authority established or exercising any power or authority with respect to municipal affairs under any general or special Act in an unorganized township or in unsurveyed territory may in each year provide in the estimates for the establishment or maintenance of a reserve fund for any purpose for which it has authority to spend funds, but if the approval of the council is required by law for a capital expenditure or the issue of debentures of or on behalf of a local board, the approval of the council of a provision in the estimates of the local board for a reserve fund shall be obtained". "OW THEREFORE, Be It Enacted and It Is Enacted, as a By-Law of the Corporation of the Municipality of Clarington as follows: 1. THAT the Treasurer be authorized to establish a reserve fund entitled "Reserve Fund - Public \Vorks Equipment"; 2. THAT the balance in the Public Works Equipment Reserve be deposited into this reserve fund, and 3. THAT the Council may, by resolution passed by a majority of members present, direct the use of the funds for municipal purposes. By-Law read a first and second time this 18th day of December 2000. By-Law read a third and finally passed this 18th day of December 2000. Mayor Clerk 829 THE CORPORATION OF THE MUNICIPALITY OF CLARINGTON BY-LAW #2000- Being a By-Law to establish a Reserve Fund For Animal Control and To Repeal By-Law 89-156 \VHEREAS the Council of the Corporation of the Municipality ofClarington considers it desirable to establish a Reserve Fund for Animal Control. AND WHEREAS Chapter MAS, Section 163(1) of the Municipal Act R.S.O. 1990, provides that, "Every municipality as defined in the Municipal Affairs Act and every board, commission, body or local authority established or exercising any power or authority with respect to municipal affairs under any general or special Act in an unorganized township or in unsurveyed territory may in each year provide in the estimates for the establishment or maintenance of a reserve fimd for any purpose for which it has authority to spend funds, but if the approval of the council is required by law for a capital expenditure or the issue of debentures of or on behalf of a local board, the approval of the council of a provision in the estimates of the local board for a reserve fund shall be obtained". NOW THEREFORE, Be It Enacted and It Is Enacted, as a By-Law of the Corporation of the Municipality of Clarington as follows: 1. THAT the Treasurer be authorized to establish a reserve fund entitled "Reserve Fund - Animal Control"; 2. THAT the balance in the Animal Control Equipment Reserve and the balance in the Animal Control Building Reserve be deposited into this reserve fund. and 3. THAT the Council may, by resolution passed by a majority of members present, direct the use of the funds for municipal purposes. By-Law read a first and second time this 18th day of December 2000. By-Law read a third and finally passed this 18'h day of December 2000. Mayor Clerk 830 THE CORPORATION OF THE MUNICIPALITY OF CLARlNGTON BY-LAW #2000- Being a By-Law to establish a Reserve Fund For Computer Equipment To Repeal By-Law 88-4 WHEREAS the Council of the Corporation of the Municipality ofClarington considers it desirable to establish a Reserve Fund for Computer Equipment. AND WHEREAS Chapter MA5, Section 163(1) of the Municipal Act R.S.O. 1990, provides that, "Every municipality as defined in the Municipal Affairs Act and every board, commission, body or local authority established or exercising any power or authority with respect to municipal affairs under any general or special Act in an unorganized tovmship or in unsurveyed territory may in each year provide in the estimates for the establishment or maintenance of a reserve fund for any purpose for which it has authority to spend funds, but if the approval of the council is required by law for a capital expenditure or the issue of debentures of or on behalf of a local board, the approval of the council ofa provision in the estimates of the local board for a reserve fund shall be obtained". NOW THEREFORE, Be It Enacted and It Is Enacted, as a By-Law of the Corporation of the Municipality of Clarington as follows: 1. THAT the Treasurer be authorized to establish a reserve fund entitled "Reserve Fund - Computer Equipment"; 2. THAT the balance in the Computer Equipment Reserve be deposited into this reserve fWld, and 3. THAT the COWlcil may, by resolution passed by a majority ofmemhers present, direct the use of the funds for municipal purposes. By. Law read a first and second time this 18th day of December 2000. By-Law read a third and tinally passed this 18th day of December 2000. Mayor Clerk 831