HomeMy WebLinkAbout2009-2010 Management Letter
CITY OF EVANSTON, ILLLINOIS
COMMUNICATIONS FROM AUDITOR TO
MANAGEMENT AND THE CITY COUNCIL
(Including Memorandum on Accounting
Procedures, Internal Controls and Other Matters)
February 28, 2010
CITY OF EVANSTON
INDEX
Page No.
Report on Internal Control 1
Introduction 3
Material Weakness – Internal Control Over Select Business Operations 3
Material Weakness – Internal Control Over Financial Reporting 4
Significant Deficiency – Information Technology 7
Inventory Controls 8
Deficit Fund Balances/Net Assets 8
Informational Point – GASB No. 45 – Other Post Employment Benefits 9
Proposed and Issued GASB Changes 10
Two Way Auditor Communication – STATEMENT ON AUDITING STANDARDS (SAS) NO. 114
The Auditor’s Communication With Those Charged with Governance 11
Required Communications with Those Charged With Governance 13
Appendix A – Summary of Passed Adjusting Journal Entries
Appendix B – Management Representations
Page 1
To Honorable Elizabeth B. Tisdahl, Mayor and
Members of the City Council
Evanston, Illinois
In planning and performing our audit of the financial statements of City of Evanston as of and for the year ended
February 28, 2010, in accordance with auditing standards generally accepted in the United States of America,
we considered its internal control over financial reporting (internal control) as a basis for designing our auditing
procedures for the purpose of expressing our opinions on the financial statements, but not for the purpose of
expressing an opinion on the effectiveness of its internal control. Accordingly, we do not express an opinion on
the effectiveness of its internal control.
Our consideration of internal control was for the limited purpose described in the preceding paragraph and was
not designed to identify all deficiencies in internal control that might be significant deficiencies or material
weaknesses. However, as discussed below, we identified certain deficiencies in internal control that we
consider to be significant deficiencies and other deficiencies that we consider to be material weaknesses.
A control deficiency exists when the design or operation of a control does not allow management or employees,
in the normal course of performing their assigned functions, to prevent or detect and correct misstatements on a
timely basis. A significant deficiency is a deficiency, or combination of deficiencies, in internal control that is less
severe than a material weakness, yet important enough to merit attention by those charged with governance.
We believe that the following deficiency constitutes a significant deficiency.
Internal Controls – Information Technology
A material weakness is a deficiency, or combination of deficiencies, in internal control such that there is a
reasonable possibility that a material misstatement of the entity’s financial statements will not be prevented, or
detected and corrected on a timely basis. We believe that the following deficiencies constitute material
weaknesses.
Internal Control Over Select Business Operations
Internal Control Over Financial Reporting
These deficiencies are described in detail in the pages that follow this report.
The City of Evanston’s written responses to the material weaknesses, significant deficiencies, and other items
identified in our audit has not been subjected to the audit procedures applied in the audit of the financial
statements, and accordingly, we express no opinion on it.
Page 2
To Honorable Elizabeth B. Tisdahl, Mayor and
Members of the City Council
Evanston, Illinois
This communication is intended solely for the information and use of the City Council and management and is
not intended to be, and should not be, used by anyone other than the specified parties.
Oak Brook, Illinois
DATE: 08/23/10
Page 3
INTRODUCTION
In planning and performing our audi t of the financial statements of the City of Evanston, Illinois
for the year ended February 28, 2010, we considered the City's internal control to determine our
auditing procedures for the purpose of expressi ng an opinion on the financial statements and not
to provide assurance on the internal control.
Below is a list of potential controls that, if in place, would achieve a higher level of reliability that
errors or irregularities in your processes would be discovered by your staff. Our procedures
identified that these controls do not currently ex ist, or are not designed or implemented properly,
for the City. Keep in mind that some of these c ontrols may not be practical due to your staff size
or other reasons. You should also consider the costs of making improvements to the expected
benefits. However, current professional standards require us to communicate these to you. In
addition, as you make changes within your or ganization, and we continue to rotate audit
procedures, more controls of this kind may be communicated to you.
A separate report will contain our report on internal control. This letter does not affect our report
on the financial statements of City of Evanston.
MATERIAL WEAKNESS – INTERNAL CONTROLS OVER SELECT BUSINESS OPERATIONS
ENTITY LEVEL CONTROLS
1. The ability to prepare and init iate journal entries is delegated to various levels of finance
employees. These entries do not post to the system until the Accounting Manager
reviews and approves them. However, there is no review and approval of journal entries
initiated and recorded by the Accounting Manager. An entry could be made or improperly
supported without the City’s knowledge.
CITY RESPONSE:
The city believes there are adequate controls in place for journal entry management. It is
not common for organizations to have three steps in journal entry review and is much
more accepted to have entries done by one staff member and reviewed by the manager.
To add another level of management/review would be overly redundant and not cost
efficient.
The City made changes during the fiscal year allowing only Accounting Manager to
approve journal entries based on the Audito r’s recommendation last year. Department
directors periodically review transactions posted to their business units to
identify/investigate any material variances from the budget numbers. Budget Division
prepares monthly financials which would se rve as yet another tool to discover any
material misstatements.
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MATERIAL WEAKNESS – INTERNAL CONTROLS OVER FINANCIAL REPORTING
Internal control is a process – affected by an entity’s governing body, management, and other
personnel – designed to provide reasonable assurance regarding the achievement of objectives
in the following categories: (a) reliability of fina ncial reporting, (b) effectiveness and efficiency of
operations, and (c) compliance with applicable laws and regulations.
Internal control consists of five interrelated components:
a. Control environment sets the tone of an organization, influencing the control
consciousness of its people. It is the foundation for all other components of internal
control, providing disci pline and structure.
b. Risk assessment is the entity’s identification and analysis of relevant risks to
achievement of its objectives, forming a ba sis for determining how the risks should be
managed.
c. Control activities are the policies and procedures that help ensure that management
directives are carried out.
d. Information and communication systems support the identification, capture, and
exchange of information in a form and time frame that enable people to carry out their
responsibilities.
e. Monitoring is a process that assesses the quality of internal control performance over
time.
As part of our audit process each year, it is our job to understand your internal controls so that
we may plan our audit properly. We are also required to communicate with the governing body
certain matters that come to our attention regarding your internal controls. The types of
information that we communicate to you are in some sense regulated by auditing standards.
Those standards are constantly changing, depending on the perceived concerns at a national
level.
More specifically, the system of internal controls over financial reporting is addressed by auditing
standards. In theory, a good system of internal controls staffed with enough people with enough
training would provide your organization with the ab ility to not only process and record monthly
transactions, but also to prepare a complete set of annual financial statements.
Page 5
MATERIAL WEAKNESS – INTERNAL CONTROLS OVER FINANCIAL REPORTING (cont.)
The current standard makes it clear that the definition of a material weakness in internal control
should now include consideration of the year en d financial reporting process. To avoid the
auditor reporting a material weakness in internal controls, your system of controls would need to
be able to accomplish the following:
1. Present the books and records to the auditor in such a condition that the auditor is
not able to identify any material journal entri es as a result of our audit procedures.
This is very rare indeed for most of our clients.
2. Prepare a complete set of year-end financial statements with a very high level of
accuracy. The current standard requires that the level of accuracy be such that there
is only a remote likelihood that the auditor discovers a material change to the
statements or footnotes. While a number of our clients prepare their own statements,
it may not be cost beneficial to scrutinize those statements internally to the same
degree that the auditor will do later. If th e auditor, therefore, discovers a material
change to the statements, by definition, the system of internal controls over financial
reporting must have a material weakness.
To accomplish such a high level of internal contro l over financial reporting is a difficult task for
most governments. During the course of our au dit, material misstatements of the financial
records were found, resulting in audit adjusting entries prepared by the City. The adjustments to
the financial statements included the following:
A. Reclassification of outstanding checks as accrued salaries in the General Fund.
$2,146,718
B. Reclassification of capi tal lease payments as debt service in the General Fund and
Capital Improvements Fund. $383,764
C. Reclassification of donated capital assets to capital grant and contribution revenue on the
Statement of Activities. $3,776,532
D. Correction to recording of capital contribution and transfers between governmental
activities and business type activities on the Statement of Activities. $1,090,750
E. Amendment of various foot note disclosures to agree with basic financial statements.
Page 6
MATERIAL WEAKNESS – INTERNAL CONTROLS OVER FINANCIAL REPORTING (cont.)
These entries were necessary to ensure that the financial statements are fairly stated and, in our
judgment, were material to the financial statem ents. Management subsequently recorded these
amounts.
As noted above, the design and implementation of internal controls over financial reporting are
the responsibility of the City as emphasized in Statement of Auditing Standards statement No.
115, Communicating Internal Control Related Matters in an Audit . We have observed that the
improper design and implementation is normally a constraint of cost containment and lack of
staffing available to public entities.
CITY RESPONSE:
The City’s responses to the above adjustments are as follows.
Each year the definitions of asset, liability, revenue, and expense types may change. Moreover,
different auditors may have different opinions on the specific definitions of these accounting terms
and when each type and classification should be used. It is important to note that these adjustments
did not change city’s over all net assets for the fiscal year 2009-10
A. Accrued Payroll is the amount of salaries that have been earned by employees but not yet paid
as of Year end. Outstanding checks are the ones issued by the City during the year but not yet
cleared the bank as of year end. Since Auditors asked for a reclassification from outstanding
checks to accrued salaries, it had no impact to the City’s overall financial statements. This was a
reclassification journal entry and had no impact to the City’s overall financial statements.
B. City concurs this adjustment was necessary although it was only a reclassification adjustment for
reporting purposes. Lease /purchase agreements are a liability as is debt service and therefore
have no impact to the overall financial statements.
C. This is the amount which IDOT paid on behalf of the City of Evanston for various Public Works
projects. City agrees that this reclassification was necessary to properly disclose grants and
contributions. It had no impact to the City’s overall financial statements.
D. This is the amount charged to Downtown TIF fund and later capitalized as fixed assets in the
Parking Fund. This was a reclassification adjustment to accurately report capital contribution
which had no impact to the City’s overall financial statements.
E. These were changes to the foot notes without any impact to the overall financial statements.
Page 7
SIGNIFICANT DEFICIENCY - INFORMATION TECHNOLOGY
As part of the audit, we were required to identify the processes in place that provide a controlled
information technology (IT) environment for the applications, supporting systems and
infrastructure determined to be critical to the financial statement audit. We documented the
processes in place for each of the three main areas of focus: change management, logical
access and IT operations. We then assessed the design effectiveness of each of these
processes and noted the following opportunities to strengthen the City’s IT controls.
The City has some logical restrictions in place, such as requiring a unique user ID and password
to access the systems. Through our discussions with the City and related observations, we noted
that the Network password login from the active directory requires eight characters and is
changed every 90 days; password complexity is required and the system remembers the last five
passwords. Some of the City’s software systems such as AQUAS and PAL also follow these
password criteria. Other of the City’s software systems such as CryWolf, JDE and RecTrac
require passwords; however they are not in line with recommended password complexity
standards. Best practices indicate that other steps could be taken to further ensure the integrity
of the data. All passwords should be changed periodically. They should also meet the industry
standards for length, expiration, characters, an d history (passwords cannot be repeated).
However, we understand that purchased software cannot always be modified in order to
strengthen password complexity requirements.
CITY RESPONSE – Provided by Information Technology (IT):
The referenced systems- CryWolf, JDE and RecTrac are purchased packages and the City can not
change the password handling in these systems. JDE could be upgraded to use our Active Directory and
then would be in compliance with best practices.
Page 8
INVENTORY CONTROLS
During our observation of the City’s physical invent ory, we identified several errors in the counts
for rubber couplings in the Sewer department. The Sewer department staff corrected the
quantities listed on its inventory records before the final inventory lists were submitted to the
accounting department for recording in the general ledger. However, we recommend that the
department improve its inventory controls by sto cking all similar sized parts in one location when
possible and using a tagging system to indicate items that have already been counted.
DEFICIT FUND NET ASSETS
At February 28, 2010, the City’s Insurance Internal Activity Fund, reported deficit fund net assets
of $4,128,203. The Insurance Fund began the year with a deficit net asset balance of
$1,607,345. As this is an internal service fund, all revenues and transfers of net assets are
supported by the City’s other funds including the General Fund, Water Fund, and Sewer Fund.
These funds are expected to subsidize the Insurance Internal Service Fund’s improvement in
future years.
CITY RESPONSE:
The City concurs with the above deficit fund net asset numbers for the Insurance Fund. The City
started making inter-fund transfer from Water Fund during the current fiscal year to reflect
proportionate estimated Insurance cost for the Water Fund. It is worth noting that the Insurance
Fund had a positive cash balance of approximately $1.1M @02/28/10 and the negative fund
balance is mainly due to an accrual for short/long term claims payable recorded on the financial
statement. The 2010-11 approved budget included significant increases to the transfers to this
fund from the General Fund.
Page 9
INFORMATIONAL POINT – GASB NO. 45: POST EMPLOYMENT BENEFITS
The City implemented the new reporting standard GASB No. 45 for the year ended February 29,
2008. Governmental Account ing Standards Board (GASB) Statement No. 45 establishes
standards for the measurement, recognition, and display of other post employment benefits
(OPEB) expenditures and related liabilities (assets), note disclosures, and, if applicable, required
supplementary information (RSI) in the City’s financial statements. The statement improves
reporting by requiring governments to:
• Recognize the costs of benefits in periods when the related services are received by the
employer. In the past, these costs were recognized when they were paid.
• Recognize information about the actuarial accrued liabilities from the promised benefits
associated with past services and whether and to what extent those benefits have been
funded.
• Provide information useful in assessing the potential demands on the employer’s future
cash flows.
A new actuarial valuation needs to be provided ever y two years to meet the new requirements.
The City completed its most recent actuarial report to comply with GASB No. 45 in the 2009-
2010 fiscal year. As a result, another actuarial valuation is not required to be completed for the
audit until the year ending December 31, 2011 following the City’s change in fiscal year end.
Page 10
PROPOSED AND ISSUED GASB CHANGES
GASB NO. 51: ACCOUNTING AND FINANCIAL REPORTING FOR INTANGIBLE ASSETS
Governments possess many different types of assets that may be considered intangible assets,
including easements, water rights, timber right s, patents, trademarks, and computer software.
Statement No. 51 requires that all intangible assets be classified as capital assets (except for
some that are specifically excluded). Accordingly, existing authoritative guidance related to the
accounting and financial reporting for capital assets should be applied to these intangible assets,
as applicable.
That means that you should treat costs incurred for intangible assets the same as you would
treat costs incurred for other capital assets like a truck or building. Intangible assets will be
written off over their useful life (using amortization).
You are also required to implement the new rules retroactively. That means if you have
intangible assets that were acqui red in previous years, you w ill need to go back and determine
those costs so that you can record the asset and amortization currently. Assets with indefinite
useful lives (such as easements) and internally generated software are exempt from the
retroactive calculation.
These new rules are effective for your year ending February 28, 2011. We can assist you with
the details of the accounting aspects of this requirement at the appropriate time.
GASB NO. 54: FUND BALANCE REPORTING
The Governmental Accounting Standards Boar d (GASB) has issued G ASB Statement No. 54,
which changes governmental financial reporting. These chan ges will affect the City’s financial
statements in the future, primarily the governmental fund balance sheet presentation. The major
change is to the terminology used for fund balance reporting. Reserved, unreserved, and
designated terms are all being replaced with nonsp endable, restricted, committed, assigned, and
unassigned terms and definitions.
The GASB made these changes to fund balance reporting to make it easier for the reader of
financial statements to determine the various levels of restrictions that may exist for the future
use of fund balance. In addition to the new me thod for displaying fund balances, the Statement
also clarifies the definitions of the various govern mental fund types. The final standard for these
changes was issued in February 2009. The changes are effective for the City’s year ending
December 31, 2011 following the City’s change in fiscal year end.
Page 11
TWO WAY AUDITOR COMMUNICATION – STATEMENT ON AUDITING STANDARDS (SAS) NO. 114
THE AUDITOR’S COMMUNICATION WITH THOSE CHANGES WITH GOVERNANCE
Current auditing standards establish require ments and provide guidance to an auditor’s
communication with those charged with governance in relation to an audit of financial
statements. The standard defines those charged with governance as the person(s) with
responsibility for overseeing the strategic direction of the entity and obligations related to
accountability of the entity. Most times in local government those charged with governance
means the governing body.
Among other things, the SAS directs the audito r to communicate with those charged with
governance –
• The auditor’s responsibilities under generally accepted auditing standards
• An overview of the planned scope and timing of the audit; and
• Significant findings from the audit.
Regarding the last bullet point, significant findings from the audit, the auditor should
communicate:
• The auditor’s view about qualitative aspects of significant accounting practices
• Significant difficulties, if any, encountered during the audit
• Uncorrected misstatements
• Disagreements with management, if any
• Other findings or issues
Unless all of those charged with governance are involved in managing the entity, the following
should also be communicated:
• Material corrected misstatements
• Representations the auditor is requesting from management
• Managements consultations with other accountants
• Significant issues, if any, arising from the audit, or subject of correspondence, with management.
How does this impact the City of Evanston? We are providing increased communications to you
throughout the audit process. We have previously issued an additional letter to you covering the
items noted above. The new requirements provid e for two-way communication and are important
in assisting the auditor and you with mo re information relevant to the audit.
In addition, as this audit is concluded, we use what we have learned to begin the planning
process for next year’s audit. It is important that you understand the following points about the
scope and timing of our next audit:
a. We address the significant risks of material misstatement, whether due to fraud or error,
through our detailed audit procedures.
Page 12
TWO WAY AUDITOR COMMUNICATION – STATEMENT ON AUDITING STANDARDS (SAS) NO. 114
THE AUDITOR’S COMMUNICATION WITH THOSE CHANGES WITH GOVERNANCE (cont.)
b. We will obtain an understanding of the five components of internal control sufficient to
assess the risk of material misstatement of th e financial statements whether due to error
or fraud, and to design the nature, timing, and extent of further au dit procedures. We will
obtain a sufficient understanding by performi ng risk assessment procedures to evaluate
the design of controls relevant to an audit of financial statements and to determine
whether they have been implemented. We will use such knowledge to:
• Identify types of potential misstatements.
• Consider factors that affect the risks of materi al misstatement.
• Design tests of controls, when applicable, and substantive procedures.
c. We will not express an opinion on the effectiveness of internal control over financial
reporting or compliance with laws, regulations, and provisions of contracts or grant
programs. For audits done in accordance with Government Auditing Standards, our report
will contain the following restrict ion: “This report is intended solely for the information and
use of the client’s management, others with in the City, federal (and state) awarding
agencies and pass-through entities and is not intended to be, and should not be, used by
anyone other than these specified parties.”
d. The concept of materiality recognizes that some matters, either individually or in the
aggregate, are important for fair presentation of financial statements in conformity with
generally accepted accounting principles while other matters are not important. In
performing the audit, we are concerned with matters that, either individually or in the
aggregate, could be material to the financial st atements. Our responsibility is to plan and
perform the audit to obtain reasonable assur ance that material misstatements, whether
caused by errors or fraud, are detected.
We are very interested in your views regarding certain matters. Those matters are listed here:
a. We typically will communica te with your top level of management unless you tell us
otherwise.
b. We understand that the City Council has the responsibility to oversee the strategic
direction of your organization, as well as the overall accountability of the entity.
Management has the responsibility for ac hieving the objecti ves of the City.
c. We need to know your views about your Ci ty’s objectives and strategies, and the related
business risks that may result in material misstatements.
d. Which matters do you consider warrant particular attention during the audit, and are there
any areas where you request additional procedures to be undertaken?
e. Have you had any significant communications with regulators?
f. Are there other matters that you believe are relevant to the audit of the financial
statements?
Also, is there anything that we need to know about the attitudes, awareness, and actions of the
City concerning:
a. The City’s internal control and its importance in the City, including how those charged
with governance oversee the effectiveness of internal control?
b. The detection or t he possibility of fraud?
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TWO WAY AUDITOR COMMUNICATION – STATEMENT ON AUDITING STANDARDS (SAS) NO. 114
THE AUDITOR’S COMMUNICATION WITH THOSE CHANGES WITH GOVERNANCE (cont.)
We also need to know if you have taken actions in response to developments in financial
reporting, laws, accounting standards, governance practices, or other related matters, or in
response to previous communications with us.
With regard to the timing of our audit, here is some general information. We completed
preliminary audit work during the month of Febr uary. Our final fieldwork was completed in June.
After fieldwork, we wrap up our audit procedures at our office. Final copies of our report and
other communications are issued af ter approval by your staff.
REQUIRED COMMUNICATIONS WITH THOSE CHARGED WITH GOVERNANCE
The following section presents communications required by our professional standards.
OUR RESPONSIBILITY UNDER AUDITING STANDARDS GENERALLY ACCEPTED IN THE UNITED
STATES OF AMERICA, OMB CIRCULAR A-133 AUDIT GUIDELINES
The objective of a financial statement audit is t he expression of an opinion on the financial
statements. We conducted the audit in accordance with auditing standards generally accepted in
the United States of America. These standards require that we plan and perform our audit to
obtain reasonable, rather than absolute, assurance about whether the financial statements
prepared by management with your oversight are free of material misstatement, whether caused
by error or fraud. Our audit included examining, on a test basis, evidence supporting the
amounts and disclosures in the financial statemen ts, assessing accounting principles used and
significant estimates made by management, and evaluating the overall financial statement
presentation. Our audit does not relieve managem ent or those charged with governance of their
responsibilities.
As part of the audit we obtained an understandi ng of the entity and its environment, including
internal control, sufficient to a ssess the risks of material misstat ement of the financial statements
and to design the nature, timing and extent of further audit procedures. The audit was not
designed to provide assurance on internal control or to identify deficiencies in internal control.
As part of obtaining reasonable assurance about whether the financial statements are free of
material misstatement, we performed tests of the City of Evanston’s compliance with certain
provisions of laws, regulations, contracts, and grants. However, the objective of our tests was
not to provide an opinion on compliance with such provisions.
We also considered internal control over comp liance with requirements that could have a direct
and material effect on a major federal award in order to determine our auditing procedures for
the purpose of expressing our opinion on compliance and to test and report on internal control
over compliance in accordance with OMB Circular A-133 Audit Guidelines.
Page 14
REQUIRED COMMUNICATIONS WITH THOSE CHARGED WITH GOVERNANCE (CONT).
As part of obtaining reasonable assurance about w hether City of Evanston’s financial statements
are free of material misstatement, we performed tests of its compliance with certain provisions of
laws, regulations, contracts and grants, noncom pliance with which could have a direct and
material effect on the determination of financ ial statement amounts. However, providing an
opinion on compliance with those provisions was not an objective of our audit. Also, in
accordance with OMB Circular A-133 Audit Guide lines, we examined, on a test basis, evidence
about City of Evanston’s compliance with the types of compliance requirements described in the
U.S. Office of Management and Budget (OMB) Circular A-133 Compliance Supplement
applicable to each of its major federal and state programs for the purpose of expressing an
opinion on City of Evanston’s compliance with those requirements. While our audit provides a
reasonable basis for our opinion, it does not prov ide a legal determination on City of Evanston’s
compliance with those requirements.
OTHER INFORMATION IN DOCUMENTS CONTAINING AUDITED FINANCIAL STATEMENTS
Our responsibility does not extend beyond the audited financial statements identified in this
report. We do not have any obligation to and have not performed any procedures to corroborate
other information contained in client prepared documents, such as official statements related to
debt issues.
PLANNED SCOPE AND TIMING OF THE AUDIT
We performed the audit according to the planned scope and timing previously communicated to
you in our letter about planning matters dated February 16, 2010.
QUALITATIVE ASPECTS OF THE ENTITY’S SIGNIFICANT ACCOUNTING PRACTICES
Accounting Policies
Management has the responsibility for selection and use of appropriate accounting policies. In
accordance with the terms of our engagement letter, we w ill advise management about the
appropriateness of accounting policies and their application. The significant accounting policies
used by the City of Evanston are described in Note 1 to the financial statements. No new
accounting policies were adopted. The application of existing policies was not changed during
fiscal year 2010. We noted no transactions entered into by the City of Evanston during the year
that were both significant and unusual, and of which, under professional standards, we are
required to inform you, or transactions for which there is a lack of authoritative guidance or
consensus.
Page 15
REQUIRED COMMUNICATIONS WITH THOSE CHARGED WITH GOVERNANCE (CONT).
Accounting Estimates
Accounting estimates are an integral part of the financial statements prepared by management
and are based on management’s knowledge and ex perience about past and current events and
assumptions about future events. Certain accounting estimates are particularly sensitive
because of their significance to the financial statements and because of the possibility that future
events affecting them may differ significantly from those expected. The most sensitive estimates
affecting the financial statements were:
Depreciation expense
Allowance for doubtful accounts
Insurance claims payable
Financial Statement Disclosures
The disclosures in the financial statement s are neutral, consistent, and clear.
DIFFICULTIES ENCOUNTERED IN PERFORMING THE AUDIT
We encountered no significant difficulties in deal ing with management in performing our audit.
AUDIT ADJUSTMENTS
For purposes of this letter, professional standar ds define an audit adjustment as a proposed
correction of the financial statements that, in our judgment, may not have been detected except
through our auditing procedures. An audit adjustm ent may or may not indicate matters that could
have a significant effect on the City of Evanston’s financial reporting process. Matters underlying
adjustments proposed by the auditor could potent ially cause future financial statements to be
materially misstated.
All audit and bookkeeping adjustments we prepared were included in your financial statements.
Copies of these adjustments ar e available from management.
Page 16
REQUIRED COMMUNICATIONS WITH THOSE CHARGED WITH GOVERNANCE (CONT).
The following audit adjustments, in our judgment, in dicate matters that could have a significant
effect on the City of Evanston’s financial reporting process:
Amount
A
Reclassification of outstanding checks as accrued
salaries in the General Fund.
$ 2,146,718
B Reclassification of capital lease payments as debt
service expenditures in the General and Capital
Improvements Funds.
383,764
C Reclassification of donated capital assets to capital
grant and contribution revenue on the Statement of
Activities.
3,776,532
D Correction to recording of capital contribution and
transfers between governmental activities and business
type activities on the Statement of Activities.
1,090,750
CITY RESPONSE:
The above audit adjustments did not change over all net assets of the City as of 02/28/10.
In addition, the attached schedule in Appendix A of this report summarizes uncorrected
misstatements of the financial statements. Man agement has determined that their effects are
immaterial, both individually and in the aggregate, to the financial statements taken as a whole.
DISAGREEMENTS WITH MANAGEMENT
For purposes of this letter, professional standards define a disagreement with management as a
matter, whether or not resolved to our satisfacti on, concerning a financial accounting, reporting,
or auditing matter that could be significant to th e financial statements or the auditor’s report. We
are pleased to report that no such disagr eements arose during the course of our audit.
Page 17
REQUIRED COMMUNICATIONS WITH THOSE CHARGED WITH GOVERNANCE (CONT).
CONSULTATIONS WITH OTHER INDEPENDENT ACCOUNTANTS
In some cases, management may decide to consult with other accountants about auditing and
accounting matters, similar to obtaining a “second opi nion” on certain situations. If a consultation
involves application of an accounting principle to the governmental unit’s financial statements or
a determination of the type of auditors’ opinion that may be expressed on those statements, our
professional standards require t he consulting accountant to check with us to determine that the
consultant has all the relevant facts. To our knowledge, there were no such consultations with
other accountants.
MANAGEMENT REPRESENTATIONS
We have requested certain representations from management that are included in the
management representation letter, and attached as Appendix B to this report.
INDEPENDENCE
We are not aware of any relationships between Baker Tilly Virchow Krause, LLP and the City of
Evanston that, in our professional judgment, may reasonably be thought to bear on our
independence.
Relating to our audit of the financial statements for the year ended February 28, 2010, Baker
Tilly Virchow Krause, LLP hereby confirms in a ccordance with the Code of Professional Conduct
issued by the American Institute of Certified Public Accountants, that we are, in our professional
judgment, independent with respect to the City of Evanston and provided no services to the City
of Evanston other than the audit of the current ye ar’s financial statements and non-audit services
which in our judgment do not impair our independence.
• Adjusting journal entries
• Compiled regulatory report (Annual Financial Report)
OTHER AUDIT FINDINGS OR ISSUES
We generally discuss a variety of matters, incl uding the application of accounting principles and
auditing standards, with management each year pr ior to retention as the City of Evanston’s
auditors. However, these discussions occurred in the normal course of our professional
relationship and our responses were not a condition to our retention.
It was a pleasure to work with the City’s Acco unting and Finance staff again this year. We would
like to thank you for allowing us to serve you and we look forward to the opportunity to work with
the City in the future. If there are any questions, please contact: Jason Coyle - 630-645-6205 or
Brian Imhoff - 630-645-6217.
This report is intended solely for the information and use of City of Evanston’s management,
others within the entity, federal and state awarding agencies and pass-through entities and is not
intended to be, and should not be, used by anyone other than the specified parties.