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HomeMy WebLinkAboutPower Point Audit MA Truckee_Board_Presentation (1) Truckee Donner Public June 3, 2020with GovernanceFinal Audit Communication with Those Charged Utility District AGENDA 2 What procedures were performed to identify fraud?–transactions and ending balances for the year?Are the financial statements a fair representation of –What does an audit of the District entail?–3 Questions and Answers on the Audit Process Question #1 5 controlsof internal effectiveness the Evaluation of Reporting of control weaknesses•Testing for operational effectiveness•cyclesReview key controls in all significant account •and balancestransactions verification of Independent Perform substantive test procedures•Analytical review and inquiry procedures•Verification with third parties•Inspection of source documents•District entail? What does an audit of the – Question #1 6 audit resultsReporting of Reporting to Board of Directors•statementsfinancial review of the Technical accuratelySupplementary information presented •State and legal requirementsFinancia l statements meet all applicable GAAP, •audited amounts and documentationBalances and transactions verified against •District entail? What does an audit of the – Question 7 CommentsAdditional Audit during the process governance to discuss any audit adjustments noted Issued our communication to those charged with •Resultsaccordance with US GAAP.Financial statements are presented fairly in •its financial statements. Unmodified (clean) opinion provided to the District for •ProceduresAudit Moss Adams Perform technical review of financial statements•Perform substantive test procedures•areasPerform risk assessment to identify significant risk •accurate? financial Are the –#2 Audit Adjustments 8 notedNone AmountsAdjustmentsPassed None noted AmountAudit Adjustments Question 10 CommentsAudit Additional District’s resources.controls that are appropriate and help protect the Overall, management is able to design and implement •Results auditNo instances of fraud were identified throughout the •Controls found to be effective•ProceduresAudit Moss Adams Perform ‘surprise’ procedures•Interview individuals throughout the District•Brainstorm session to identify fraud risk areas•and transaction cyclesEvaluation of key controls for all significant balances •performed to identify fraud?What procedures were –#3 Internal Control Recommendations Other Mattersreview of user accessDocumentation of the periodicOther Mattersof review of changes made by super usersDocumentation CategoryControl Findings (resolved)Internal-Year Prior 11 Other Mattersto existing vendorsReview of changesOther Mattersof work order close processTimeliness CategoryControl FindingsInternal-Current Year 9 TimesNavigating Through Challenging mossadams.com/insights://https also encourage you to sign up to receive our insights and We implications-19-www.mossadams.com/covid://https 19 dedicated website:-We maintain an active COVIDregulatory and economic changes. utilities need to keep up to speed on various accounting, tax, We are in unprecedented times which will change daily, and 13 discussion points.response to audit requests and helpfulness, candor, and openness in management was one of ‘Tone at the Top’ and attitude from •manner.in a timely fulfilled all of our requestswere courteous, responsive and All personnel across all departments •processof the audit excellent facilitation the Tricia Phillips and other the Board, Michael Holley, Michael Salmon, Acknowledgements