HomeMy WebLinkAbout11 Attachment 1 Truckee Donner PUD 2021 Audit TCWG LetterX
COMMUNICATIONS WITH THOSE CHARGED WITH
GOVERNANCE AND INTERNAL CONTROL RELATED MATTERS
TRUCKEE DONNER PUBLIS UTILITY DISTRICT
December 31, 2021
DMOSSADAMS
(IILI) MOSSADAMS
Communications with Those Charged with Governance
To the Board of Directors
Truckee Donner Public Utility District
We have audited the consolidated financial statements of Truckee Donner Public Utility District (the
District) as of and for the year ended December 31, 2021, and have issued our reports thereon dated
May 10, 2022. Professional standards require that we provide you with the following information
related to our audit.
Our Responsibility under Auditing Standards Generally Accepted in the United States
of America
As stated in our engagement letter dated November 9, 2021, we are responsible for forming and
expressing an opinion about whether the consolidated financial statements that have been prepared
by management, with your oversight, are prepared, in all material respects, in accordance with
accounting principles generally accepted in the United States of America. Our audit of the
consolidated financial statements does not relieve you or management of your responsibilities.
We conducted our audit in accordance with auditing standards generally accepted in the United
States of America (U.S. GAAS) As part of an audit conducted in accordance with U.S. GAAS, we
exercise professional judgment and maintain professional skepticism throughout the audit.
An audit of financial statements includes consideration of internal control over financial reporting as a
basis for designing audit procedures that are appropriate in the circumstances, but not for the
purpose of expressing an opinion on the effectiveness of the District's internal control over financial
reporting. Accordingly, we considered the District's internal control solely for the purposes of
determining our audit procedures and not to provide assurance concerning such internal control.
We are also responsible for communicating significant matters related to the consolidated financial
statement audit that, in our professional judgment, are relevant to your responsibilities in overseeing
the financial reporting process. However, we are not required to design procedures for the purpose of
identifying other matters to communicate to you.
The supplementary information was subject to certain additional procedures, including comparing and
reconciling such information directly to the underlying accounting and other records used to prepare
the consolidated financial statements or to the consolidated financial statements themselves.
Other Information Included in the Annual Report
Management is responsible for the other information included in the annual report. The other
information comprises the statistical selection but does not include the consolidated financial
statements and our auditor's report thereon. Our opinion on the consolidated financial statements
does not cover the other information, and we do not express an opinion or any form of assurance
thereon. Our responsibility is to read the other information and consider whether a material
inconsistency exists between the other information and the audited consolidated financial statements.
We have read the information, and nothing came to our attention that caused us to believe that such
information is materially inconsistent with the consolidated financial statements.
Planned Scope and Timing of the Audit
We performed the audit according to the planned scope and timing previously communicated to you
in our engagement letter dated November 9, 2021.
Significant Audit Findings and Issues
Qualitative Aspects of Accounting Practices
Management is responsible for the selection and use of appropriate accounting policies. The
significant accounting policies used by the District are described in Note 1 to the consolidated
financial statements. No new accounting policies were adopted and there were no changes in the
application of existing policies during 2021. We noted no transactions entered into by the District
during the year for which there is a lack of authoritative guidance or consensus. There are no
significant transactions that have been recognized in the consolidated financial statements in a
different period than when the transaction occurred.
Significant Accounting Estimates
Accounting estimates are an integral part of the consolidated financial statements prepared by
management and are based on management's knowledge and experience about past and current
events and assumptions about future events. Certain accounting estimates are particularly sensitive
because of their significance to the consolidated financial statements and because of the possibility
that future events affecting them may differ significantly from those expected. The most sensitive
estimates affecting the consolidated financial statements were:
Unbilled revenue — Unbilled revenue is a measure of revenue earned through the end of the
reporting period that has yet to be billed. This generally represents accounts with billing cycles
that start in the reporting year and end in the subsequent year. We have evaluated the key
factors and assumptions used to develop unbilled revenue in determining that it is reasonable in
relation to the consolidated financial statements taken as a whole.
Allowance for doubtful accounts — The allowance for doubtful accounts represents an estimate of
the amount of accounts receivable that will not be collected. We have evaluated the key factors
and assumptions used to develop the allowance in determining that it is reasonable in relation to
the consolidated financial statements taken as a whole.
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Recovery periods for the cost of plant — This represents the depreciation of plant assets.
Management's estimate of the recovery periods for the cost of plant is based on regulatory -
prescribed depreciation recovery periods. We have evaluated the key factors and assumptions
used to develop the recovery periods in determining that they are reasonable in relation to the
consolidated financial statements taken as a whole.
Other Post -Employment Benefit Obligations — This represents the amount of annual expenses
recognized for post -employment benefits. The amount is actuarially determined with
management input. We have evaluated the key factors and assumptions used to develop the
annual expenses in determining that it is reasonable in relation to the consolidated financial
statements taken as a whole.
Pension Liability and Related Pension Expense — This represents the amount of annual expense
recognized for pensions and the related pension asset or liability. The amount is actuarially
determined, with CalPERS management input. We have evaluated the key factors and
assumptions used to develop the annual expense in determining that it is reasonable in relation
to the consolidated financial statements taken as a whole.
Valuation of investments — This represents management's estimate of the fair value of
investments based on current market rates and conditions. We evaluated the key factors and
assumptions used to develop the valuation of investments and determined that they are
reasonable in relation to the consolidated financial statements taken as a whole.
Financial Statement Disclosures
The disclosures in the consolidated financial statements are consistent, clear and understandable.
Certain financial statement disclosures may be particularly sensitive because of their significance to
financial statement users.
We did not note any disclosures in the consolidated financial statements which we consider sensitive to
potential users.
Significant Unusual Transactions
We encountered no significant unusual transactions during our audit of the District's consolidated
financial statements.
Significant Difficulties Encountered in Performing the Audit
Professional standards require us to inform you of any significant difficulties encountered in
performing the audit. No significant difficulties were encountered during our audit of the District's
consolidated financial statements.
Disagreements with Management
For purposes of this letter, professional standards define a disagreement with management as a
financial accounting, reporting, or auditing matter, whether or not resolved to our satisfaction, that
could be significant to the consolidated financial statements or the auditor's report. No such
disagreements arose during the course of our audit.
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Circumstances that Affect the Form and Content of the Auditor's Report
There may be circumstances in which we would consider it necessary to include additional
information in the auditor's report in accordance with auditing standards generally accepted in the
United States of America. There were no circumstances that affected the form and content of the
auditor's report.
Corrected and Uncorrected Misstatements
Professional standards require us to accumulate all factual and judgmental misstatements identified
during the audit, other than those that are trivial, and communicate them to the appropriate level of
management.
Corrected Misstatements: There were no corrected factual or judgmental misstatements identified
during the audit.
Uncorrected Misstatements: We identified one passed audit adjustment during the course of our
audit procedures. The uncorrected misstatement entry was to accrue for additional payroll taxes
incurred during the year ended December 31, 2021 and paid subsequent to year-end of $90,828.
Management Representations
We have requested certain representations from management that are included in the management
representation letter dated May 10, 2022.
Management Consultation with Other Independent Accountants
In some cases, management may decide to consult with other accountants about auditing and
accounting matters, similar to obtaining a "second opinion" on certain situations. If a consultation
involves application of an accounting principle to the District's consolidated financial statements or a
determination of the type of auditor's opinion that may be expressed on those statements, our
professional standards require the consulting accountant to check with us to determine that the
consultant has all the relevant facts. To our knowledge, there were no such consultations with other
accountants.
Other Significant Audit Findings or Issues
We are required to communicate to you other findings or issues arising from the audit that are, in our
professional judgment, significant and relevant to your oversight of the financial reporting process.
There were no such items identified.
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Communication of Internal Control Related Matters
In planning and performing our audit of the consolidated financial statements of the District as of and
for the year ended December 31, 2020 in accordance with auditing standards generally accepted in
the United States of America, we considered the District's internal control over financial reporting
(internal control) as a basis for designing audit procedures that are appropriate in the circumstances
for the purpose of expressing our opinion on the consolidated financial statements, but not for the
purpose of expressing an opinion on the effectiveness of the District's internal control. Accordingly,
we do not express an opinion on the effectiveness of the District's internal control.
A deficiency in internal control exists when the design or operation of a control does not allow
management or employees, in the normal course of performing their assigned functions, to prevent,
or detect and correct, misstatements on a timely basis. A material weakness is a deficiency, or a
combination of deficiencies, in internal control, such that there is a reasonable possibility that a
material misstatement of the entity's consolidated financial statements will not be prevented, or
detected and corrected, on a timely basis.
Our consideration of internal control was for the limited purpose described in the first paragraph and
was not designed to identify all deficiencies in internal control that might be material weaknesses.
Given these limitations, during our audit we did not identify any deficiencies in internal control that we
consider to be material weaknesses. However, material weaknesses may exist that have not been
identified.
Other Control Related Matters
During the course of our audit, we became aware of matters that are opportunities for improving
reporting in compliance with generally accepted accounting principles, and strengthening internal
controls and operating effectiveness, which are summarized below:
Review of Existing Vendors
During our control testing over vendors, we noted no formal review is performed over key changes
made to existing vendors in the vendor master file, including changes in payment and routing
information. We recommend that the District implement controls to require review of key changes to
existing vendors in the vendor master file prior to issuance of payment.
User Access Review
Through our review of the IT systems and related controls, we noted that a formal review of user
access is performed, however, the review is not being formally documented. As a best practice, we
recommend that a periodic review of user access take place at least annually, and that such review
be documented to note, at a minimum, when the review was performed, which reports were
reviewed, who was involved in the review, and what conclusions were reached.
Review of SOC 1 Reports
Through our review of the IT systems and related controls, we noted that a formal review of SOC 1
reports for key systems is not being performed. As a best practice, we recommend that an annual
review of SOC 1 reports is performed, and that such review be documented to note, at a minimum,
when the review was performed, who was involved in the review, and what conclusions were
reached.
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This information is intended solely for the use of the Board of Directors and management of the
District and is not intended to be and should not be used by anyone other than these specified
parties.
Portland, Oregon
May 10, 2022
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