HomeMy WebLinkAboutAgenda 03-21-2017 - 4-a - Presentation of Comprehensive Annual Financial Report for FYE 6-30-2016 1
ORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: March 21, 2017
Action Agenda
Item No. 4-a
SUBJECT: Presentation of Comprehensive Annual Financial Report for FYE 6/30/2016
DEPARTMENT: Finance and Administrative
Services
ATTACHMENT(S): INFORMATION CONTACT:
1. GFOA Award for Excellence in Gary Donaldson, (919) 245-2453
Financial Reporting Paul Laughton, (919) 245-2152
2. PowerPoint Presentation-Mauldin &
Jenkins
UNDER SEPARATE COVER
Hard Copies to be Provided at the
Meeting -Available Electronically
Prior to the Meeting at :
http://www.co.oranqe.nc.us/departme
nts/finance and administrative servi
ces.php
3. Comprehensive Annual Financial
Report, June 30, 2016
4. Popular Annual Financial Report,
June 30, 2016
PURPOSE: To receive the Comprehensive Annual Financial Report (CAFR) for the fiscal year
ended June 30, 2016.
BACKGROUND: The CAFR reports on all financial activity of the County for the fiscal year July
1, 2015 through June 30, 2016. Mauldin and Jenkins, a firm of Certified Public Accountants,
audited the financial statements. The financial statements and audit are required by Chapter
159-34 of the North Carolina General Statutes. The County prepares a Comprehensive Annual
Financial Report (CAFR) that meets the standards set by the Government Finance Officers
Association (GFOA). The CAFR is submitted to the GFOA in order to be awarded the
Certificate of Achievement for Excellence in Financial Reporting. The financial report for the
Orange County SportsPlex, as required under the management contract, is included in the
County's CAFR.
The audit results for the fiscal year ended June 30, 2016 indicate a strong financial position for
Orange County. The County received an unmodified (clean) audit opinion on the financial
statements received from the audit. The Chief Financial Officer and representatives of Mauldin
and Jenkins will cover highlights of the report and answer any questions.
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FINANCIAL IMPACT: The compensation to Mauldin and Jenkins for the FY 2016 Audit is
$76,000.
SOCIAL JUSTICE GOAL: There are no Orange County Social Justice goals applicable to this
item.
RECOMMENDATION(S): The Manager recommends that the Board receive the Report as
information.
Attachment 1 3
G 0 k
k
oU
Government Finance Officers Association
Certificate of
Achievement
for Excellence
in Financial
Reporting
Presented to
Orange County
North Carolina
For its Comprehensive Annual
Financial Report
for the Fiscal Year Ended
June 30, 2015
Executive Director/CEO
Attachment 2 4
AULDIN
ENKINS GRANGE CO UNTY
&
NORTH CAROLINA
s
y„ s
t
Presentation of 2016 Audit Results
Orange County, North Carolina
March 21 , 2017
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AULDIN N4921&kl."
&J ENKINS
ORANGE COUNTY
Agenda NORTH CAROLINA
Engagement Team
Results of the 2016 Audit
Financial Ratios
Comments, Recommendations, and Other Issues
Questions & Comments
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AULDIN N4921&kl."
& ENKINS
ORANGE COUNTY
Engagement Team NORTH CAROLINA
■Mauldin & Jenkins, LLC; General Information
■ Founded in 1920.
• Large regional firm serving the Southeastern United States.
• Offices located in Atlanta, GA, Macon, GA,Albany, GA, Bradenton, FL, Chattanooga, TN and Birmingham,AL
employing approximately 280 personnel.
■ In addition to our governmental practice, we have large banking, healthcare, not-for-profit, benefit plan and tax
practices.
■Mauldin & Jenkins, LLC; Governmental Sector
• Largest specific industry niche served by the Firm representing 25%of Firm practice.
• Serve more governmental entities throughout the Southeast than many other certified public accounting firm requiring
over 70,000 hours of service on an annual basis.
• Approximately 90 professional staff persons with current governmental experience.
• Current auditor for over 300 total governments in the Southeast, including approximately:
■40 counties;
■85 cities;
■40 school systems;
■40 state entities; and,
■120+ special purpose entities (stand-alone business type entities, libraries, etc).
■Engagement team leaders for Orange County
■Joel Black, Engagement Partner
■James Bence,Audit Services Partner
■Adam Fraley, Quality Review Partner
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AULDIN N49M1&k1-1,
& ENKINS
ORANGE COUNTY
Results of 2016 Audit NORTH CAROLINA
• Our Responsibility Under Auditing Standards Generally Accepted in the United States of America
(GAAS) and Government Auditing Standards (GAS)
— We considered the internal control structure for the purpose of expressing our opinion on the County's basic financial statements and
not providing assurance on the internal control structure.
— Our audit was performed in accordance with GAAS and GAS.
— Our objective is to provide reasonable—not absolute—assurance that the basic financial statements are free of material
misstatement.
— We did not audit the financial statements of the Orange County ABC Board. We reviewed and relied on the report of other auditors
for amounts included in the County's statements related to the ABC Board.
— The basic financial statements are the responsibility of the County's management.
• Report on 2016 Basic Financial Statements
— Unmodified ("clean")opinion on basic financial statements.
— Presented fairly in accordance with accounting principles generally accepted in the United States of America.
— Our responsibility does not extend beyond financial information contained in our report.
• Report on 2016 Single Audit
Unmodified ("clean")opinion on compliance for 2 major federal programs tested in accordance with Title 2 U.S. CFR Section 200 and
1 major state program (in conjunction with 1 of the major federal programs)tested in accordance with the State Single Audit
Implementation Act.
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AULDIN N4921&k1-1'
& ENKINS
ORANGE COUNTY
Results of 2016 Audit (continued) NORTH CAROLINA
• Significant Accounting Policies
— The significant accounting policies used by the County are described in Note 1 to the basic financial statements.
— The policies used by the County are in accordance with generally accepted accounting principles and similar government
organizations.
— In considering the qualitative aspects of its policies, the County is not involved in any controversial or emerging issues for
which guidance is not available.
• Management Judgment/Accounting Estimates
— The County uses various estimates as part of its financial reporting process— including valuation of accounts receivable,
depreciation of capital assets, self-insurance claim liabilities, and pension and OPEB assumptions.
— Management's estimates used in preparation of financial statements were deemed reasonable in relation to the financial
statements taken as a whole. We considered this information and the qualitative aspects of management's calculations in
evaluating the County's significant accounting estimates.
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AULDIN N4921&k1-1'
& ENKINS
ORANGE COUNTY
Results of 2016 Audit (continued) NORTH CAROLINA
• Financial Statement Disclosures
— The footnote disclosures to the financial statements are also an integral part of the financial statements and the process used by
management to accumulate the information included in the disclosures was the same process used in accumulating the statements.
The overall neutrality, consistency, and clarity of the disclosures was considered as part our audit.
• Relationship with Management
— We received full cooperation from the County's management and staff.
— There were no disagreements with management on accounting issues or financial reporting matters.
• Audit Adjustments
— There were several posted adjustments which were necessary during the audit process. Those entries have been provided to
management and have all been recorded on the County's general ledger by management and they have agreed with all adjustments.
There was one passed adjustment related to a loss on debt refundings which should have been deferred in prior years and amortized
over time in the Governmental Activities. The entry was not posted due to the entry immaterial to the entire governmental activities
opinion unit, this entry would have increased deferred outflows by $753,179, increased beginning of the year net position by
$878,709 and increased amortization expense by$125,530.
• Management Representation
We requested, and received,written representations from management relating to the accuracy of information included in the
financial statements and the completeness and accuracy of various information requested by us.
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81AULDIN N4921&k1-1'
-1 ENKINS
ORANGE COUNTY
Results of 2016 Audit (continued) NORTH CAROLINA
• Consultation with Other Accountants
— To the best of our knowledge, management has not consulted with, or obtained opinions from, other independent accountants during
the year, nor did we face any issues requiring outside consultation.
• Significant Issues Discussed with Management
— There were no significant issues discussed with management related to business conditions, plans, or strategies that may have
affected the risk of material misstatement of the financial statements.
• Information in Documents Containing Audited Financial Statements
— Our responsibility for other information in documents containing the County's comprehensive annual financial report and our report
thereon does not extend beyond the information identified in our report. If the County intends to publish or otherwise reproduce the
financial statements and make reference to our firm, we must be provided with printers' proof for our review and approval before
printing. The County must also provide us with a copy of the final reproduced material for our approval before it is distributed.
• Auditor Independence
— In accordance with AICPA professional standards, M&J is independent with regard to the County and its financial reporting process.
— There were no fees paid to M&J for management advisory services during fiscal year 2016 that might effect our independence as
auditors.
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AULDIN
& ENKINS
GRANGE COUNT
General Fund NORTH CAROLINA
Fund Balance Ratio to Expenditures
As of June 30, 2016, the
35.096
County has 4 months worth
: of expenditures in fund
3.9% balance. The portion which
f 3.81
3O.O°l is available for future
6.7% o
5.09`0 5'9`� 6.1% budgeted use is 16.2% of
25_a% 2016 expenditures and
15.5% of 2016 expenditures
20.0°l and transfers out.
15.0%
Committcd
10.010M Restricted - other
Restricted - State stabilization
5.090
5.6% 5.51 6.46 ■Unassigned
1.9% 3.0°x6
0.0% Assigned
2012 2013 2014 2015 2016
Source: The County's Comprehensive Annual Financial Reports
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AULDIN
&J ENKINS
ORANGE COUNTY
Trend Analysis of Property and Sales
NORTH CAROLINA
Tax Revenue per capita
1,200
qqG 1,025 1,030 1,046
1,000
800
L Taxes(General only)
500 Sales tax
Taxes(Fire)
400
200
132 15
34 35 45 36 38
2012 2013 2014 2015) 2016
Source: The County's Comprehensive Annual Financial Reports
Hillsborouqh
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&J ENKINS
ORANGE COUNTY
Assessed Values vs Tax Rates NORTH CAROLINA
18,00 Increases in the
assessed values for
16.00 the County were
noted to be new
1400 growth and
development, as the
Tax Rate p)ei 1�1`"-'.`"-'0 County has frozen
12.00 assessed values of
—Assessed values in existing properties at
10.00 billions 2010 assessments.
8.00
6,00
2012 2013 2014 2015 2016
Source: The County's Comprehensive Annual Financial Reports
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1 AULDIN NAMMah'.1,
& ENKINS
General Fund Budget to Actual Results - ORANGE COUNTY
Fiscal Year 2016 NORTH CAROLINA
Original Budget Final
Budget Amendments Budget Actual Variance
Revenues $ 195,072,739 $ 6,583,324 $ 201,656,063 $ 204,163,765 $ 2,507,702 101.2%
Expenditures 201,634,597 6,592,400 208,226,997 198,116,335 10,110,662 95.1%
Net Transfers (4,088,912) (1,493,167) (5,582,079) (6,590,098) (1,008,019) 118.1%
Net Change $ (10,650,770) $ (1,502,243) $ (12,153,013) $ (542,668) $ 11,610,345 4.5%
❑General Fund revenues were 1.2% more than the amended budgeted amount. The actual revenue was over
budget due to increased actual sales tax collections from the State.
❑Expenditures for many functional areas were less than budget as the County generated savings of $10.1 million
(4.9%) from the operating budget. Several departments came in under budget due to personnel vacancies and
efforts to spend conservatively.
❑Budgeted use of fund balance was not needed to the extent anticipated, as actual use of reserves was only 4.5%
of the final budgeted use.
❑General Fund significant transfers were $5,167,984 to School Capital Improvement Fund; $703,227 to County
Capital Improvement Fund; and $1,718,018 to Solid Waste Landfill Fund.
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81AULDIN N4921&kl."
-1 ENKINS
ORANGE COUNTY
Enterprise Results NORTH CAROLINA
Solid Waste SportsPlex Efland Sewer . Solid Waste Fund and
Landfill Fund Fund Operating Fund
CASH FLOWS FROM OPERATING ACTIVITIES Sewer Fund still rely
Receipts from customers and users $ 8,661,102 $ 3,448,564 $ 212,073 on transfers in from the
Payments to suppliers (3,327,612) (1,613,381) (293,064) General Fund.
Payments to employees (4,483,507) (1,158,097)
Net cash provided by(used in)operating activities 849,983 677,086 (80,991) . All three funds
CASH FLOWS FROM NON-CAPITAL FINANCING ACTIVITIES reported a decrease in
Transfers from other funds 1,718,018 - 116,530 net position for the
Net cash provided by non-capital financing activities 1,718,018 116,530
fiscal year ended
CASH FLOWS FROM CAPITAL AND RELATED FINANCING ACTIVITIES June 30, 2016.
Purchases and acquisition of capital assets (1,409,756) (167,143) -
Proceeds from capital grants - • Sewer Fund reports a
Proceeds from sale of capital assets 136,718
Proceeds from issuance of debt 708,453 negative 70,184
Principal payments on long-term debt (372,806) (516,536) unrestricted net
Interest paid (198,493) (237,621) position, while still
Net cash(used in)capital and related financing activities (1,135,884) (921,300) reporting a overall
Solid Waste SportsPlex Efland Sewer positive $2,179,651 .
Landfill Fund Fund Operating Fund
NET POSITION
Net investment in ca Pita Iassets 2,677,678 2,535,105 2,249,835
Unrestricted 2,469,052 923,604 (70,184)
Total net position $ 5,146,730 $ 3,458,709 $ 2,179,651
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• • • • Fall! 1
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81AULDIN N4921&k1-1'
-1 ENKINS
ORANGE COUNTY
Comments, Recommendations, and Other Issues NORTH CAROLINA
Material Weaknesses Reported
2016-001 Expenditure and Expense Recognition
Generally, expenditures/expenses should be recognized as soon as a liability is incurred, regardless of the timing of
the related cash flows in accordance with generally accepted accounting principles. Misstatements were detected in
the reporting of the County's expenditures/expenses and the related balance sheet accounts. Audit adjustments
totaling approximately $6,354,000 were needed to correct the County's expenditures/expenses and related balance
sheet accounts. This included three adjustments to the prior financial statement amounts.
2016-002 Equity Reconciliation
Internal controls should be in place to ensure that financial statements are properly presenting the financial position
and results of operations of the County in accordance with generally accepted accounting principles. Internal controls
were not sufficient to detect misstatements in the reporting of the opening net position balances of the County's Solid
Waste Landfill Fund. An audit adjustment totaling approximately $760,000 was needed to correct the County's
opening net position in the general ledger as of June 30, 2016.
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81AULDIN N4920shl-1,
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Comments, Recommendations, ORANGE COUNTY
and Other Issues (Continued) NORTH CAROLINA
Material Weaknesses Reported (Continued)
2016-003 Capital Asset Reporting
Internal controls should be in place to ensure the subsidiary ledgers for the County's capital assets, both governmental and
business-type activities, include all capital assets purchased or constructed during the fiscal year. Additionally, subsidiary ledgers
should be maintained to track the capital assets by cost and calculate annual depreciation amounts for the capital assets.
Material misstatements were detected by County management in the reporting of the current year additions to the County's
capital asset balances, as well as some previously unrecorded capital assets. Adjustments of approximately $4,140,000 were
needed to correctly report the capital assets, including $1,023,000 of capital assets previously expensed in prior periods.
2016-005 Schedule of Expenditures of Federal and State Awards
2 CFR 200.302(b)(1) states that all nonfederal entities must identify in its accounts all federal awards received and expended.
The schedule of expenditures of federal and state awards (SEFSA) should be derived from, and relate directly to, the underlying
accounting and other records used to prepare the financial statements for the County. During the preparation of the schedule of
expenditures of federal and state awards, it was noted the County was preparing the report based on revenues, rather than
expenditures. The majority of the County's federal and state awards are related to health and human service grant activity, which
is maintained outside of the County's finance department. As such, the County did not have procedures in place to permit for the
reconciliation of the schedule of expenditures of federal and state awards to the underlying expenditures of the County. Ultimately
the County was able to internally provide the necessary underlying records to support the expenditures reported on the schedule
of expenditures of federal and state awards, but the reconciliation was performed with the Finance department and the
department of Social Services working together to go through the general ledger and supporting workpapers to reconcile the
activity of the County to the SEFSA. This process was not complete until January 2017.
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81AULDIN N4920shl-1,
-1 ENKINS
Comments, Recommendations, ORANGE COUNTY
and Other Issues (Continued) NORTH CAROLINA
Significant Deficiency
2016-004 Segregation of Duties
Segregation of employees' duties is a common practice in an effective internal control structure. Segregation of duties
is achieved when specific employee functions related to important accounting areas are separated among different
individuals to significantly reduce the risk that any one individual could intentionally or unintentionally misappropriate
assets. Policies should be in place requiring the segregation of certain duties. The County's payroll processing
controls did not provide the appropriate segregation of duties related to the payroll processing. One individual at the
County has the ability to input employee time, prepare the batch time entry reports to post to the general ledger, and
edit employee hours. We recommend these controls either be segregated or compensating controls be implemented
such as periodic reports reviewed of all changes made to employee time entered, new employees created as
compared to reports from Human Resources, changes in employee benefits, earnings, or withholdings. During our
testing we noted at the Sheriff's Department the same individual was capable of creating and approving a purchase
requisition. Without some segregation of duties within these functions, there is increased exposure that someone could
intentionally or unintentionally misappropriate assets of the County. Additionally, without additional internal controls
related to financial reporting, errors could occur and not be detected.
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81AULDIN N4920shl-1,
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Comments, Recommendations, ORANGE COUNTY
and Other Issues (Continued) NORTH CAROLINA
Federal Awards — Significant Deficiency
2016-006 Monitoring Controls over 1571 Reporting
Sound internal controls require that all financial and performance reports be reviewed in detail by a knowledgeable
person independent of the preparation process to ensure the accuracy and the completeness of the reports. This
review should include both the verification and validation of the information included within the report, but also the
accuracy of the information within the report. The reviewer should be able to verify the source information to the
supporting sub-ledger information to ensure the valuation of the information included in the reports, the accuracy of the
data, and the completeness of the information. During our testing of the preparation of the monthly 1571 report, as
required by the North Carolina Department of Health and Human Services, we noted the County does not have
sufficient controls in place to perform the necessary monitoring reviews to properly identify, summarize, and prepare
the reports. By not having a detailed review of the report preparation and submission, the County is exposed to the risk
of errors being included in the report. As the aggregation of information is very manual, with little direct monitoring
controls, the County is at risk for errors to occur in the monthly reporting of federal and state expenditures and
services. This report also provides information for the preparation of the County's schedule of expenditures of federal
and state awards and any errors in this report would also result in an error to that schedule — see further discussion in
finding 2016-005.
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AULDIN N4920shl-1,
& ENKINS
Comments, Recommendations, ORANGE COUNTY
and Other Issues (Continued) NORTH CAROLINA
New GASB Pronouncements- Implemented This Year
Statement No. 72, Fair Value Measurement and Application, provides guidance on the measurement of fair
values of certain accounts — most notably investments. Due to the nature of the County's investments, no
significant change was required.
GASB Statement No. 76, Hierarchy of Generally Accepted Accounting Principles for State and Local
Governments, provides guidance on the authoritative literature which should be utilized in applying GAAP to
state and local government financial statements. No significant change for the County.
GASB Statement No. 79, Certain External Investment Pools and Pool Participants, provides for the accounting
of the value of external investment pools (such as the North Carolina Capital Management Trust) at amortized
cost, as opposed to fair value, if the pool meets certain requirements. The North Carolina Capital
Management Trust — cash portfolio meets these criteria and reports the value of its investments at amortized
cost — and thus the County reports it's investment in the investment pool at amortized cost. This did not result
in a change in value for the County.
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1 AULDIN N4920shl-1,
& ENKINS
Comments, Recommendations, ORANGE COUNTY
and Other Issues (Continued) NORTH CAROLINA
New GASB Pronouncements for Future Years
GASB Statement No. 73, Accounting and Financial Reporting for Pensions and Related Assets That Are Not
within the Scope of GASB Statement 68, and Amendments to Certain Provisions of GASB Statements 67 and
68, brings standards for recording the Total Pension Liability (similar to the requirements of GASB Statement
68) for plans not covered by that standard. This requirement will be applicable for June 30, 2017. This should
affect the reporting of the County's Law Enforcement Officer's Special Separation Allowance.
GASB Statement No. 74, Financial Reporting for Postemployment Benefit Plans Other Than Pension Plans,
enhances note disclosures and RSI for OPEB plan financial statements. This standard is similar to the
requirements of Statement No. 67 (implemented in 2014) related to pensions and impacts the financial
statements of the plan (i.e. OPEB Trust Fund) itself. The County currently does not have a OPEB Trust Fund.
Applicable for June 30, 2017.
GASB Statement No. 75, Accounting and Financial Reporting for Postemployment Benefits Other Than
Pensions, requires governments providing defined benefit OPEB plans (post-retirement health-care benefits)
to recognize the full amount of their long-term obligation for OPEB benefits as a liability for the first time, and
to more comprehensively and comparably measure the annual costs of OPEB benefits. This standard is
similar to the requirements of Statement No. 68 related to pensions which was implemented this year.
Applicable for June 30, 2018.
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AULDIN N4920shl-1,
& ENKINS
Comments, Recommendations, ORANGE COUNTY
and Other Issues (Continued) NORTH CAROLINA
New GASB Pronouncements for Future Years
GASB Statement No. 77, Tax Abatement Disclosures, will require footnote disclosure related to any tax
abatements entered into which would impact the County's revenue, whether entered into by the County or
another government but having an impact on the County. Applicable for June 30, 2017. An evaluation will
have to be done to find and disclose all of these such agreements — including those entered into by other
organizations, such as the State.
GASB Statement No. 78, Pensions Provided through Certain Multiple-Employer Defined Benefit Pension
Plans, amends GASB 68 to address practice issues which came up with the implementation of that new
standard. It changes the accounting and disclosure requirements for government's whose employees
participate in a multi-employer cost sharing pension plan that is not a government plan and is used to provide
pensions to both government and non-government employers. This should have no impact on the County's
plans or accounting. Applicable for June 30, 2017.
GASB Statement No. 80, Blending Requirements for Certain Component Units, an amendment of GASB 14,
amends the blending requirements to include a not-for-profit corporation in which the primary government is
the sole corporate member. This should have no impact on the County's financial statements. Applicable for
June 30, 2017.
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AULDIN N49209h."
& ENKINS
Comments, Recommendations, ORANGE COUNTY
and Other Issues (Continued) NORTH CAROLINA
New GASB Pronouncements for Future Years
GASB Statement No. 81 , Irrevocable Split-Interest Agreements, provides recognition and measurement
guidance for situations in which a government is a beneficiary of a split-interest agreement. A split-interest
agreement is a type of giving agreement used by donors to provide resources to two or more beneficiaries,
often through trusts. Applicable for June 30, 2018.
GASB Statement No. 82, Pension Issues, an amendment of GASB 67, 68, and 73, amends the pension
standards to address the presentation of payroll-related measures, the selection of actuarial assumptions, and
the classification of payments made by employers to satisfy employee contribution requirements. Applicable
for June 30, 2018.
GASB Statement No. 83, Certain Asset Retirement Obligations, requires the accrual of an estimate for any
legally enforceable future liability associated with the retirement of a capital asset (i.e. decommissioning a
sewer treatment plant) and to report the expenses over the life of the associated capital asset. Applicable for
June 30, 2019.
GASB Statement No. 84, Fiduciary Activities, will require the County to revisit its fiduciary funds with a focus
on (1) whether the County is controlling the assets of the fiduciary activity and (2) the beneficiaries with whom
the fiduciary relationship exists. All fiduciary funds will require a statement of changes in fiduciary net position.
Applicable for June 30, 2020.
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AULDIN N411209h,-"
& ENKINS
Comments, Recommendations, ORANGE COUNTY
and Other Issues (Continued) NORTH CAROLINA
Other Matters Currently Being Considered by GASB
Conceptual framework and current measurement focus considerations (revenue recognition/60 days rules and
consumption vs. purchases method for expensing inventories).
Financial reporting model (is GASB 34's model the right model today?)
Leases (do operating leases meet the definitions of being an asset or liability?)
Debt extinguishments using existing resources
Other Changes
There continues to be changes to auditing standards relative to the conduct and reporting of Single Audits.
This year's financial and compliance audit recognized the implementation of the new Uniform Grant Guidance
(UG) which included significant changes to cost principles and other requirements for auditees receiving
Federal funds. These changes are driven based on the grant award date as awarded by the Federal agency.
As such, auditors and auditees will follow requirements from both the "old" and "new" guidance for a few years
to come.
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AULDIN N49209h."
& ENKINS
Free Quarterly Continuing Education ORANGE COUNTY
for Governmental Clients NORTH CAROLINA
■ Since March of 2009:
Mauldin & Jenkins provides free quarterly continuing education for all of our governmental clients. Topics are
tailored to be of interest to governmental entities. In an effort to accommodate our entire governmental client
base, we offer the sessions several times per quarter at a variety of client provided locations resulting in
greater networking and knowledge sharing among our governmental clients. We normally see approximately
100 people per quarter.
Examples of subjects addressed in the past few quarters include:
Revenue Accounting Requirements GASB Updates
Internal Controls — Revenues & Receipts Internal Controls — Expenses, Disbursements & Payroll
Collateral ization of Deposits SPLOST Accounting, Reporting & Compliance
Capital Asset Accounting Grant Accounting, Processes and Controls
Policies & Procedures Manuals Segregation of Duties
GASB No. 51 — Intangible Assets Single Audits for Auditees
GASB No. 54 — Governmental Fund Balance Best Budgeting Practices, Policies and Processes
Internal Revenue Compliance (Payroll) CAFR Preparation
GASB No. 60 — Service Concession Arrangements GASB No. 61, the Financial Reporting Entity
GASB No. 63 & 65 — Deferred Inflows and Outflows GASB No 67 & 68, Accounting/Reporting Pension Plans
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AULDIN
&J ENKINS
ORANGE COUNTY
NORTH CAROUNA
Questions & Comments
Q �
. . . -
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