02-04-1987 - Special
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CITY COUNCIL OF EDGEWATER
SPECIAL MEETING
FEBRUARY 4, 1987
MINUTES
Mayor Earl Baugh called the meeting to order at 3:30 P.M. in the Community
Center. He stated the purpose was for the FY-1986 audit presentation by
Brent Millikan & Co.
ROLL CALL
Mayor Earl Baugh
Councilman Louis Rotundo
Councilman Russell Prater
Councilman Neil Asting
Present
Present
Present
Present
Councilman David Mitchum
City Attorney Jose'Alvarez
City Clerk Connie Martinez
Chief Lawrence Schumaker
Excused
Excused
Present
P,-e[3en t
Lt. William Britain represented the Police Department. }lrs. Karen Rickel~~n,
Finance Officer, also was present. Arriving later were Mr. Alex Kish and Ms.
Michelle Troian of the auditing firm of Brent Millikan & Co., P.A.
Mayor Baugh recessed the meeting at 3:32 P.M.
The auditors arrived immediately thereafter.
audit during this recess. Mayor Baugh called
to await the arrival of the auditors.
Mr. Kish distributed copies of the
the meeting back to order at 3:33 P.M.
Mr. Kish expressed their pleasure with working with the City. He then introduced
Ms. Michelle Troian, the supervisor in charge of the job.
Mr. Kish stated this Council had gone through audit reports a number of times so
he'd make this brief and just hit on the highlights. He explained the presentation
of the report is with a pyramid effect to have the more important items in the front
and the detailed breakdowns in the back of the book.
Mr. Kish pointed out there's an introductory section, the financial section, and
the individual fund and account group section. He referred to the information in
the statistical section.
Mr. Kish stated there's a name change in the certification program and it's now the
Certification of Achievement for Excellence in Financial Reporting. He noted
that the comments were very good and this year's report should be the same, and
they'll submit it for 1986.
Mr. Kish then referred to the Transmittal Letter of January 22, 1987, and its
various sections.
Mr. Kish then reviewed the Auditor's Report on page 1. He stated they made an
accounting change to keep up with accounting principles to account for the
amortization of contributed capital.
Mr. Kish stated that page 2 is the Auditor's Report on Compliance and the new
Auditor General made changes in budget audit requirements. He added that they
covered the major federal assistance programs and issued a Report of Compliance.
Mr. Kish stated that pages 4 and 5 have the combined balance sheet and there's
an increase in assets of $2.8 million this year over 1985, or a 22% increase.
Mr. Kish stated that pages 6 and 7 are liabilities and they increased from
$3,761,000 in 1985 to $4,983,000 in 1986, which is $1.2 million increase.
He noted that the difference in the liability to asset has a change in equity
of about 18% increase. He noted that the general fund on pages 4,5,6, and 7 is
shown on page 37.
Mr. Kish reviewed the operations results on pages 8 and 9 and noted the combined
statement of revenues and expenditures and fund balances for governmental
operations shows revenues of $2.6 million compared to $2.3 million in 1985,
which is an increase of $272,000 in revenue, or 12%. He referred to the expendi-
tures with an increase of $149,000, or a 6% increase. He noted that the equity
grew in governmental operations over 1985.
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FY-1986 audit presentation by Brent Millikan & Co. (Continued)
Mr. Kish pointed out that the enterprise and pension trust areas showed accounts
of $126,000 for pensions and $294,000 for water and sewer. He noted the net
income before operating transfers for utilities was $294,129.
Mr. Kish then reviewed page 16, Notes to the Financial Statements. He said they
listed the accounting policies pnd he'd previously reviewed the highlights of
that section.
Mr. Kish stated that pages 37 through 63 are more detail if they want to look
at it for more information.
Mr. Kish stated that pages 64 through 42 are a summary of the last 10 years.
He referred to some of the changes in expenditures and revenues over the last
10 years.
Mr. Kish stated that page 70 is the summary of overlapping debts and the margin
rate over the years.
Mr. Kish said page 72 is the legal debt margin, and based on the tax roll they
generated a total of $21 million.
Mr. Kish then referred to table 9 and the demographic statistics.
Mr. Kish stated the new Auditor General issued new requirements in August with
a report on Internal Control which is required state wide and it's on page 84.
Mr. Kish said on page 86 they're required to report on compliance matters for
all major and non-major activities that take place.
Mr. Kish then briefly went over the Management Letter with Comments, and he
pointed out that every item was discussed and reviewed and appropriate action
has been taken, and in most cases resolved.
Mr. Kish stated they'd be happy to come back at Council's convenience to review
any items with them or to answer any questions.
Mayor Baugh asked what amount is left over. Mr. Kish replied that from operations
in 1986, on page 37 they have available unreserved $669,000 which is unrestricted
and can be used for any purpose. He noted they've paid off some liability with
existing cash funds and acquired some items. He said they only have $38,000 unliquidated
commitments. Councilman Rotundo asked if the Library amount is in this and
Mrs. Rickelman replied no, they have to take that off. Mrs. Rickelman said
$370,000 is committed.
Mr. Kish stated they're very strong financially, and there's $885,000 in net
equity compared to $889,000 the year before. Mayor Baugh asked if they're in
good shape financially and Mr. Kish replied yes. Councilman Asting stated he's
very pleased that they've maintained a strong financial position, and he noted
some of the improvements undertaken.
Mayor Baugh thanked Brent Millikan & Co. for the fine audit. Councilman Asting
expressed his appreciation for their service. Mr. Kish stated they enjoyed working
with the City and would like to continue.
Mayor Baugh requested a motion to accept the audit report submitted by Alex Kish.
Councilman Asting so moved. Councilman Prater seconded the motion. Motion
CARRIED 4-0.
Mayor Baugh suggested a motion to continue their
lution be on the February 11th agenda. Mr. Kish
ment letter is the same control arrangement they
thing different is the increased number of years
of records required by the Auditor General now.
release financial information without the City's
moved that the firm of Brent Millikan be engaged
City's auditors for the fiscal year of FY-87 and
directed to prepare a resolution to that effect.
the motion. Motion CARRIED 4-0.
services and that the reso-
pointed out that their engage-
had in the past and the only
from 3 to 4 for the retention
He added that they do not
consent. Councilman Asting
by the City of Edgewater as our
that the City Attorney be
Councilman Rotundo seconded
-2- Council Special Meeting Minutes
February 4, 1987
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(.)
Fy-1986 audit presentation by Brent Millikan & Co. (Continued)
Mayor Baugh then requested a motion to adjourn. Councilman Asting so moved.
Councilman Prater seconded the motion. Meeting was adjourned at 4:12 P.M.
Minutes submitted by:
Lura Sue Koser
ATTEST:
~LE~/ADMiNISTRATOR
Approved this 11th day of
February ~'1982-'
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COU7~;~
COUNCILMAN - ZONE FOUR
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Council Special Meeting Minutes
February 4, 1987