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HomeMy WebLinkAboutFIN-10-166 - Revised 2010 PSAB ReportREPORT Report To: Councillor B. Vrbanovic, Chair, and Members of the Finance and Corporate Services Committee Date of Meeting: November 8, 2010 Submitted By: Dan Chapman, General Manager of Financial Services Prepared By: Sheri Brisbane, Supervisor of Financial Reporting Ward(s) Involved: All Date of Report: October 22, 2010 Report No.: FIN-10-166 Subject: Revised 2010 PSAB Budget RECOMMENDATION: THAT the Revised 2010 PSAB Budget prepared in accordance with Regulation 284/09 of the Municipal Act be approved by Council as appended to report FIN-10-166. BACKGROUND: Regulation 284/09 of the Municipal Act titled “Budget Matters – Expenses” requires Council to adopt by resolution (within 60 days of receiving its audited financial statements for 2009) a report that summarizes expenses excluded from the 2010 Budget. REPORT: PSAB changes effective in 2009 require the annual Consolidated Financial Statements to be prepared using full accrual accounting. As a result certain expenses are included in the financial statements that are not included in the budget. The applicable unfunded expenses for the City of Kitchener include amortization expenses on tangible capital assets and employee future benefits. Amortization Expense on Tangible Capital Assets Amortization expense on tangible capital assets of $28 million was recorded in the 2009 consolidated financial statements. The City’s 2010 Budget does not include an amount related to amortization expense on tangible capital assets. The 2010 expense is estimated to be $26 million. Please be reminded that this expense is meant to represent the rate at which the City is using up its assets (based on historical cost). It can therefore be used as a rough indication of what should be budgeted for replacement. Employee Future Benefits î ó ï The PSAB standards do not require that liabilities associated with employee future benefits be fully funded. The liability for employee future benefits in the City’s 2009 consolidated financial statements equals approximately $23 million of which $4 million is funded by reserves and reserve funds. These benefits include sick leave, post retirement benefits and workplace safety and insurance benefits. The estimated increase for 2010 is 3.9% ($899k) based on inflation and potential employee contract increases. As part of long term financial planning, City staff will continue to develop strategies to close the funding gap. Table 1: Shows the revised 2010 Tax-based Operating Budget (excluding Enterprises) which includes the estimated impact of the excluded expenses documented above. The 2010 Approved budget is balanced as per Provincial requirements. CITY OF KITCHENER Less:Less:Add:Add: 2010 Budget 2010Transfers to & from Debt PrincipleAmortizationEmployee 2010 Approved Reserves & Future PSAB Budget BudgetReserve FundsBenefits REVENUES Taxation - own purposes$ 99,224,535$ 99,224,535 User fees 20,383,960 20,383,960 Grants & Subsidies 856,205 856,205 Inter Fund Transfers 9,613,610 (9,613,610) - Sundry Income 8,205,449 8,205,449 138,283,759 (9,613,610) - - 128,670,149- Total Revenues EXPENDITURES Salaries, Wages & Benefits 85,771,219 899,068 86,670,287 Purchase of Goods & Services 20,637,425 20,637,425 Inter Fund Transfers 6,409,615 (6,409,615) - Transfer Payments & Finance Expenses 18,831,778 (7,074,140) 11,757,638 Minor Capital Expenses 6,633,722 6,633,722 Amortization - 26,046,519 26,046,519 138,283,759 (6,409,615) (7,074,140) 26,046,519 899,068 151,745,591 Total Expenditures - (23,075,442) ANNUAL SURPLUS (DEFICIT) 88,358,000 ACCUMULATED SURPLUS, Beginning of year $ 65,282,558 ACCUMULATED SURPLUS, End of year FINANCIAL IMPLICATIONS: None ATTACHMENTS: None ACKNOWLEDGED BY: Dan Chapman, General Manager of Financial Services î ó î