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HomeMy WebLinkAbout18, Audited Financials 2012Action Item # 18 Consideration of the Audited Financial Reports for 2012 June 5, 2013 Background / History • District is required to have its financial records audited each year — Two reports • Primary government only • Electric and water utility operations • Consolidated • Primary government and the community facilities districts — Auditors give an opinion as to whether the financial statements fairly present District's financial position • The audit was conducted by Moss -Adams 2 New Information • The 2012 audit is now complete and ready to be presented to the Board of Directors • Julie Desimone, partner at Moss -Adams will present the results of the audit and the management letter which includes recommendations 3 • Auditor's Responsibility under GARS • Planned scope and timing - We performed the audit according to the planned scope and timing communicated during planning o What is an audit? Financial Statements not Internal Controls • Significant Accounting Policies (Note 1) o No new accounting policies that had an impact on the financial statements o No changes to existing policies MOSS ADAMS LLP 1 5 • Accounting estimates - typical for industry o Unbilled revenue o Allowance for doubtful accounts o Recovery periods for the cost of plant o Other post -employment benefit obligations MOSS ADAMS LLP 1 6 RESULTS OF AUDIT PROCESS • Auditor's Report - Unmodified opinion on financial statements - what you want! • Adjustments - None • Passed Adjustments - o Reversing impact of prior year passed adjustment to depreciation expense for work orders completed but not closed at year end o Adjustment to beginning net assets for overstated contributed capital in 2007 MOSS ADAMS LLP 1 7 RESULTS OF AUDIT PROCESS • No material weaknesses or significant control deficiencies to report • TDPUD staff - Accounting department was prepared, helpful and knowledgeable MOSS ADAMS LLP 1 8 • Disagreements with Management - None • Consultation with Other Accountants - None • Difficulties Encountered in Performing the Audit - None • Independence - No situations or conditions that arose that would impair in appearance or fact MOSS ADAMS LLP 1 9 SAS 115 COMMUNICATIONS • Other matters o Adjustments to customer accounts o Review of large commercial bills o Inventory cycle counts o Work order close & documentation MOSS ADAMS LLP 1 10 QUESTIONS, C COMMENTS? Fiscal Impact There is no direct fiscal impact associated with this item 12 Recommendation Accept the Audited Financial Reports for 2012 13