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07-27-21 CCM Workshop (Audit Review)HUTCHINSON CITY COUNCIL REVIEW OF 2020 FINANCIAL REPORT WORKSHOP MINUTES TUESDAY, JULY 27, 2021, AT 4:30 PM CITY CENTER — COUNCIL CHAMBERS 1. Call to Order Mayor Forcier called the workshop to order at 4:30 p.m. Members present included Mary Christensen, Dave Sebesta and Chad Czmowski. Others present were Matt Jaunich, City Administrator, Andy Reid, Finance Director, and Justin Juergensen, Assistant Finance Director. REVIEW OF 2020 FINANCIAL REPORT 2. 2020 Financial Report Justin Juergensen, Assistant Finance Director, introduced Layne Kockelman of Abdo, Eick & Meyers who presented the City's 2020 audited financial report. Layne Kockelman presented before the Council. Mr. Kockelman explained that the auditing firm completes an audit opinion which includes a testing of Minnesota legal compliance, internal controls over financial reporting and other law provisions, regulations, contracts and grant agreements. The audit opinion is clean and there were no findings. There were no findings related to internal controls. With the City having over $750,000 in federal expenditures, a single audit was required which tests a lot of compliance with federal expenditures. A clean report was also given on the single audit. Mr. Kockelman reviewed general fund fund balances. Items reviewed were unrestricted fund balance, budget and fund balance policy at 40%. The unrestricted fund balance was at 58% for 2020. The general fund has a very healthy cash reserve and all budgets were balanced. He also reviewed the make-up of the general fund budget to actual, general fund revenues by type and general fund expenditures by type. Mr. Kockelman also reviewed the capital projects fund balances, special revenue fund balances, and debt service funds. Most of the funds in the special revenue fund balances are restricted. Mr. Kockelman then reviewed the enterprise funds and reviewed the cash flows from operations and cash balances in the water fund, sewer fund, refuse fund, composting fund, public utilities commission fund, storm water fund, and the liquor fund. There are significant cash balances in the water and sewer funds and that cash could be used for capital expenditures if needed instead of bonding for items. Mr. Kockelman reminded the group that the purpose/main goal of the liquor fund is to transfer out to the general fund, which has been consistently at $500,000. Mr. Kockelman reviewed cash and investments balances by fund type which total just over $70,000,000 for 2020. All funds have healthy cash balances. Mr. Kockelman reviewed comparisons of key ratios with other class three cities and other cities in McLeod County related to tax rates, taxes per capita, long term debt per capita, debt service expenditures as a percentage of current expenditures, current expenditures per capita, capital expenditures per capita, revenues by source per capita, and expenditures by program per capita. It was noted that with Hutchinson having a local sales tax, it effects the data related to tax rate comparisons. Justin Juergensen noted that many of the changes in expenditures and/or revenues were COVID related. Andy Reid noted that the bond raters really look at cash balances and the financial health of the funds. Because of this the City has maintained its AA- rating. 3. Adjournment Motion by Czmowski, second by Christensen, to adjourn the workshop at 5:05 p.m. Motion carried unanimously. ATTEST: Gary T. Forcier Mayor Matthew Jaunich City Administrator