HomeMy WebLinkAbout07-30-07 Item 4D, MMKR Payment for 2006 Auditing Services
~
~HILLS
Request for Council Action
Prepared By:
Oept.:
Council Mtg. Date:
Final Action Needed By:
Sue Iverson
Finance
~
Agenda Item:
40
. ~ul)'.30,2007
July 30, 2007
. "...""" """ "" "Sudg-e;tiiCi 'AmolinF~:-"--"--------""--- "'-"""-"-$24:750-
Actual Amount: ".." . ".. ....""."""."$.2"s:rj!jif
General Fund $1,400, Water $1,400,
Sewer $1,400
Funding Source:
~9JJ!}:CjE~<i1'ii~Q~~@jjR:.g&~4!&dk'iliffu~1ffi_______________________________________________________________________________________________________________________________
! Motion to approve payment to MMKR for $11,550.00 for final payment for auditing services for 2006.
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[ Staff recommends payment of $11,550.00 for final payment for auditing services for the 2006 audit and financial statements. The additional!
jamountwill be funded with $1,400 to come from the General Fund, $1,400 to come from the Water Fund, and $1,400 to come from the Sewer!
[Fund. This is consistent with the allocation for the budgeted amount of the audit. '
x !,,^ ..,,, ^H^ Memo dated July 24. 2007
: R~.nl"Hnn No:
No.:
II~ Recommendation:
Recommendation:
X I Other: Invoice from MMKR dated June 30, 2007
Additional costs of $4,200 with $1,400 "'aflocated to the General Fund, $1,400 allocated to the Water Fund:-.i'nd $1,400 allocated to the Sewer i
Fund. The auditors did discount the services by $4,050. '
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i Staff feels that we have an exceptional Financial Statement document and that the auditors did a thorough job.
! working with them next year.
,
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~
~~HILLS
MEMORANDUM
DATE:
July 24,2007
AGENDA ITEM 4D
TO: Honorable Mayor and City Council
Michelle Wolfe, City Administrator
FROM: Sue Iverson, Finance Director
SUBJECT: Final Payment to MMKR for 2006 Audit
BACKGROUND
At the November 27, 2006 meeting, the City Council approved a contract with Malloy,
Montague, Kamowski, Radosevich, Co., P.A. for auditing services for 2006 at a cost of
$24,750.00. This bid was put together assuming that the current City staff at the time would be
the personnel the auditors were working with, and that the department would be fully staffed.
DISCUSSION
As you know, the Finance Director left in August of2006 and the Accounting Analyst left in
December of 2006. When the auditors came to do the first part of the audit work, there was no
one in the Finance Department except the utility billing clerk. The City had no work papers or
any items ready for the auditors when they arrived. When they arrived for their "planned" final
visit, I had only been here for two weeks and had not yet had a chance to work on any audit work
papers or files. This added considerable cost to the audit and would be in addition to the bid
price of the audit as stated in the proposal. Further, the auditors did not realize that the previous
auditors did all the financial statement reconciliations and adjusting entries, except those that
were disclosed in the Management Report for 2005 as a reporting deficiency. This would also
add considerable cost to the audit and would be in addition to the bid price.
The preparation of the financial statements had been included in the bid price accepted by the
council, but only in the format previously done in prior years. This was not in the form of a
Comprehensive Annual Financial Report (CAFR) as recommended by the Government Finance
Officers Association (GFOA), thus the cost is greater.
Once I evaluated the situation, I suggested to the auditors that I prepare the financial statements
and in exchange I asked if we could convert them to the CAFR form. This was acceptable to the
auditors. However, due to the amount of correcting entries, personnel shortages in the Finance
Memo
City Council
Final Payment for 2006 Audit
2
Department, and the time involved in finishing the audit, considerable time was spent in repeated
visits by the auditors.
FINANCIAL IMPLICATIONS
The auditor communicated with me that the total billable costs for the audit equaled $33,000,
which is $8,250 over the original proposal. The auditor is pleased with the outcome of the audit,
the City's response and the final CAFR document which is a much better product than was
planned. They have decided to split the difference between the original bid and the actual cost
and only charge the City an additional $4,200. Part ofthe cost, was from turning the document
into the CAFR and is estimated to be about $2, I 00 for printing, tabs, and review of the checklist.
The remaining cost is due to the problems and issues associated with year-end and the shortage
of personnel the City experienced.
We have a much higher quality document as a result, and staff can find ways to cut some of the
costs next year for the document, such as printing the tabs, bindings, etc. I am confident that
next year's audit will come in at or below the bid price, as we now have audit work papers set up
and a stable staff.
CITY STAFF RECOMMENDATION
Motion to approve payment to MMKR for $11,550.00 for final payment for auditing services for
2006.
M
KR
MALLOY
MONTAGUE
KARNOWSKl
RADOSEVICH
& CO., PA.
R\8~2;ived
CERTIFIED PUBLIC
ACCOUNTANTS
JUL 1 6 Z007
53'} W'y"'" Boulevard' Sui<< 41fi . Minnnpnli" MN 55416
T<kphnn",9S2.545-0424 Fa: 952-545-0569
City of .,",rde!l Hills
Ms. Michelle Wolfe
City of Arden Hills
1245 West Highway 96
Arden Hills, MN 55112
Invoice No. 20032
Date
Client No.
06/30/2007
6115
FOR PROFESSIONAL SERVICES
Final billing for completion of audit of [maneial statements for the year ended
12/31/2006.
$ 24,750.00
Preparation and assistance with fInancial statement for snbmission of CAFR award,
assistance with prior period adjustment reporting, and other accounting issues as discussed. 4,200.00
Progress applied 117.400.00)
$ II 550.00
A service charge will be added to any balance not paid within one month.