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2012-02-14 Audit/Finance Committee Minutes� 1 � • � �' 1 � r After determining that a quorum was present, the Audit/Finance Committee of the City of Denton, Texas convened in a regular meeting on February 14, 2012, at10:35 a.m., City Hall Conference Room, at City Hall, 215 E. McKinney Street, Denton, Texas. P SENT: Cauncil Member and Committee Chair, Chris Watts and Council Member Kevin Roden STAFF P SENT: George Campbell, City Manager; Jon Fartune, Assistant City Manager; Howard Martin, Assistant City Manager; Fred Greene, Assistant City Manager; Bryan Langley, Chief Financial Officer; Antonio Puente, Assistant Director of Finance; John Knight, Deputy City Attarney; Harvey Jarvis, Controller; Phil Williams, General Manager, Electric Administratian; Jim Caulter, General Manager, Water Administration, Vance Kemler, General Manager, Salid Waste; Michelle McCallum, Budget and Municipal Court Manager; Elton Brock, Purchasing Manager; Karen Smith, Senior Buyer, Caroline Finley, Treasury Administrator; Katherine Barnett-White, Sustainability and Special Prajects Administrator; Cody Waod, Assistant Contraller; Kevin Mullen, Assistant Controller; Randall Mahaffey, Sr. Accountant; and Theresa Jaworski, Recarding Secretary OTHERS P SENT: Dave Medanich, Vice Chairman, First Southwest; Jerry Gaither and Sara Dempsey with Weaver �' 1. Consider approval of Audit/Finance Committee Minutes of November 7, 2011. Council Member Roden mationed and Council Member Watts seconded to approve the November 7, 2011, meeting minutes. Mation carried unanimously. l '. .�i i � � � � � , i •� �' � `I I � c •�•� �.r ''•�i � , i � ; Bryan Langley, Chief Financial Officer, introduced Jerry Gaither and Sara Dempsey from Weaver, and gave a short presentation on the Comprehensive Annual Financial Report (CAFR} for fiscal year ending September 30, 2011. Langley reviewed the audit comments. The City received an unqualiiied or_"clean" opinian from the audit firm. That is the best passible opinion fram an audit firm. There was a priar period adjustment of $10.7 million related to Regional Toll Revenue funds received fram TxDOT. In discussing this with the auditors and looking at the contract, there was a clause that states that if the funds were not spent in ten years, they must be reimbursed to TxDOT. These funds were recognized as revenue at the time of receipt instead of being recorded as deferred revenue in 2009-10. The effect is that the revenue and fund balance was overstated in 2009-10 for the Capital Projects Fund. The Capital Projects Fund balance, however, was "reserved" for RTR projects, as reflected in the balance sheet. • '' • � , r-- .�• -� .�� sa -w • -�' .+- - • � . • - •� � r • - * .' . , � - � r , - • �-� . • � .� � . � ali � . � '•• s �-' , w - ' � ' • • w . - •��• • - • ��� r , - �, w- - ���-� •��; �-�-• . � ,• -- - w��� -;�w, •���� A discussion follawed on the circumstances regarding the RTR funds and the recommended checiclist to review similar transactions. Jerry Gaither with Weaver, reviewed the audit and single audit reports with the committee and commented that they had reviewed the RTR contract specifically and failed to picic up the right of reimbursement which triggered the "deferred revenue" status. Overall, the audit went smoothly, and the auditars encountered no difficulties during the course of engagement. The auditors expressed appreciation for the assistance from City staff. Council Member Watts thanked everyone for all the work that went into preparing the CAFR and the audit. � . r - r -• ' ,�� - • t . - . � � �- � . � � • + , '• . � ' • • �',- • - � ' ' . � . a � . • � � i � � � � � � i � ' � � r � � � i , • 1 � 1 '. 1 I i 1 1 1 1....! •, 1 � 1 '� 1 � • �� - f' • ' � '� ' � ' l�� � •'� : � �'. � • .. � � • � •' : � �'. • �, '. - � , �; r '. � � ' • /,• �' �, - � !•' '� •' '.� • _ R" " �•, 1 •, � .# 'r�" •' - '• � � " f - •' - - � - - • ' . � �. ' ' �� • .. + ,., ." " '. ��.; r • . � : • r : " ,' " , , �' .: ' * �.. •: �. ' '. I _. �. � , � _. . _ ��� • 1 �� r 1' � •i ' �- � � � ' •, _ ♦ �! � �,#�� • -- .�'! • I • � I � - ' • � I� " "s •, " � ♦ I• • - . ! �-� - -r;- - � • - , .�• ► _� � • - 11 :� w • . • - - , _ • '� • 111' 111 • � r � - � • - , r �� a 1 1!1 • • - . � � • - r , :• � - •- '� :11 .�� • . .• � - , � � • .�� • . - '� ' • , r � . -� • -- �, -r - ; � �-� .�� • -r 11 :• c • �• �,- , •- • ,•- . • -w w-� � �-• � • - • 1 ' , � - �• r .� r • - - ' • -- , r _ � - �-� - - •- •, . �-r�; • • • • �- � •, . •. .�� � � � � ,i� � � i •�,,� � � ��;� •� ii � i .�• � � ,r � Langley explained that the investment advisary contract is guided by the Public Funds Investrnent Act that stipulates a contract length of two years and requires a City Council ordinance to renew or extend the agreement. He also shared some history and current information an the services pravided and the benefits of the good working relationship with First Southwest Asset Management. Following a discussion on the rates in the cantract and the advantages that First Southwest Asset Management provides to the City, the Cammittee unanimausly recommended approval to the Council. � '. ��� � � � i � � � � �� � � �• i� i � � c � � ;� •,; ' - - ` � 1 _ '•, • . • , -s . . , , � �_ � • � � -� 1 • ��� - � • � • • • . r - � ' , • r• • • r ' � -w �+- ' - � ,- - - - . � � • - - - �• . +'- . • �• -� • •• -� . • • � - � . + �• � t - ' - -� - �,•�• -� �• - � - - � • r • � : �'�- ' _ • �- , r ' �� � • � • - r - � •�•, -� � • -� - * • � �- - •�-� . • � • •- '• . �,,_ c , �,r - • -- • � .• - �� •�• -� �r r - - • • -� • • t +- - -��. - r i -- • - . • � r • . � [ , i, - • �- • r • ,�r • Council Member Roden suggested that staff include information regarding educatianal activities to infarm the local business community of the local preference and guidelines so that they could learn the process. • - r -� - •r • •, • + -� . • '• • . � • •- �• . � .•- � � . - r �r• -� � � -� - a . a • � � • '• • ��- . � • �� r • '! • � ': ��- ' - • �- . • • � -� • -- � - • - r-� .�• • , • - ; � Committee did not meet in Closed Session. �- •, 1� • - ��- -- • � - •• � • - • • � r --• -� • �- , • . • • • • •• • . -� � 1 ��a' . � /' , - ' - . '- • - .r- �, s' . l � • -- + r, � �- - � 1� � - - � ��" " "• � � V ',�' -l• af• " •I • "�� ! +' I• . 1' �' .I • !' �''" •I • • � r � • • • 1�'I- - • � • '+r 1 • !' �� -1 � ' � • a •' - • � !' ' ! • • • � � ' " !' • " • • I � ' " l - � �' �' � • " f'�� '� • 1'• • "1 � "'•' •' ���' • •'' "'� � • . • � ! ! � • �. _1 t, � ,` • 'i � t - +� � �!1 " i'� � -� -1, • •' ' �,^� � �' • - �� ' • ��i • � • � • '' � _ � 1 _ _ � � � - � _ � ! 1 i f-i! - �, r M - ' �� + � ' .*' 1. With no further �����i����� to address, the meeting adjourned at 12:05 p.m. � - � r�,r � . . . . � �� � _ '�� r'` - ` ' J � ,. � � 1"��°�"���' { �,� �"��� e � 1 t' �,t��,��, � c9��.�r FE��'�'S , ,w m�� �.�a�a�_ z' E S�i af�����s � CO ITTEE C A CO G SEC T Y CITY OF ENTON, TE S CITY OF ENT N, T S 0