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File #: RFD 18-006    Version: 1 Name: 2017 Draft Year End Financial Report and Final Restricted Surplus and Allowance Transfers
Type: Request For Decision Status: Carried
File created: 1/2/2018 In control: Financial Services Division
On agenda: 2/13/2018 Final action: 2/13/2018
Title: 2017 Draft Year End Financial Report and Final Restricted Surplus and Allowance Transfers Proposed Motions 1. That Council accept the Draft 2017 Year End Financial Reports as information. 2. That Council approve the transfer of $1,306,668 to Restricted Surplus and the decrease to the Allowance for Uncollectible Accounts in the amount of $10,452 as per Attachment 1.
Attachments: 1. 1. Budget Summary, 2. 2. Water & Wastewater Surplus (Deficit), 3. 3. Smart Parkland Tower Operating Analysis, 4. 4. Smart Parkland Tower Analysis, 5. 5. Capital Purchases Summary, 6. 6. Capital Budget Update, 7. 7. Restricted Surplus Transfers, 8. 8. Tax Carry Forward Requirements

Title

2017 Draft Year End Financial Report and Final Restricted Surplus and Allowance Transfers

 

Proposed Motions

1.  That Council accept the Draft 2017 Year End Financial Reports as information.

2.  That Council approve the transfer of $1,306,668 to Restricted Surplus and the decrease to the Allowance for Uncollectible Accounts in the amount of $10,452 as per Attachment 1.

 

Body

Administrative Recommendation

Administration supports the proposed motions.

 

Purpose

To update Council on the financial status of Parkland County as of December 31, 2017.  As part of the 2017 year end process and financial statement preparation, accounts are reviewed to determine: any 2017 projects that were not completed, if additional funding is available or required, and if the balance in the Allowance for Uncollectible Accounts is sufficient to provide for accounts deemed uncollectible.

 

Summary

The following amounts are proposed to be transferred:

Transfer to Restricted Surplus - incomplete projects and programs $1,056,540 (Attachment 1, Note 1).

Transfer to Restricted Surplus - future projects and programs $374,421 (Attachment 1, Note 2).

Transfer from Restricted Surplus - other transfers $124,293 (Attachment 1, Note 3).

Decrease to the Allowance for Uncollectible Accounts - $10,452 (Attachment 1, Note 4).

 

 

Strategic Plan/Policy/Legal/Staff Implications

The transfers meet the eligibility requirements of the Restricted Surplus Policy C-FI05.

Core Value: Parkland County will conduct itself in an open and transparent manner, and provide quality service to residents and clients through efficient and effective practices while we undertake continuous improvement.

 

Financial Impact:

Cost: $ 1,306,668             

Source of Funding:  2017 Budget and Unrestricted Surplus