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2000-08-02 '-'Sedore & CompanY' Certified Public Accountants, Pc. Poughkeepsie (845) 485-55/0 Jome.r L. Sedore. .11:, CP.A. Mork S. 0 :')u/(ivolI. CP.A. Jomes F LetferilJ, .11:. CP./f Tere.w A. B{I1J(hi. CP.A. Lilldo 111. HOllniKolI. CP.A. Korell T H{{lIsetl. CP.A. Po. Box 918 . 62 East Main Street. !I1Jppingers Falls, NY 12590 (845) 297-11l1 . Fax (845) 297-1432 www.sedoreandcompany.com Beo({)n (845) 831-0542 Ne'd!JblflW1 (845) 565-1373 INDEPENDENT AUDITOR'S REPORT ON COMPLIANCE AND ON INTERNAL CONTROL OVER FINANCIAL REPORTING BASED ON AN AUDIT OF GENERAL PURPOSE FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS To the Supervisor and Members of the Town Board Town of Wappinger, New York Wappingers Falls, New York 12590 We hiive audited the general purpose [mancial statements of tll~ Town of Wappinger, New York, as of and for the year ended December 31, 1999, and have issued our repOlt thereon dated August 2, 2000. We conducted our audit in accordance with generally accepted auditing standards and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Compliance As part of obtaining reasonable assurance about whether the Town of Wappinger, New York's general purpose financial statements are free of material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts and grants, noncompliance with which could have a direct and material effect on the determination of financial statement amounts. However, providing an opinion on compliance with those provisions was not an objective of our audit and, accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance that are required to be reported under Government Auditing Standards. We also noted certain immaterial instances of noncompliance that we have reported to the management of the Town of Wappinger, New York, in the Schedule of Findings and Recommendations listed in the Table of Contents. Internal Control Over Financial Reporting In planning and performing our audit, we considered the Town of Wappinger, New York's internal control over financial reporting in order to determine our auditing procedures for the purpose of expressing our opinion on the general purpose financial statements and not to provide assurance on the internal control over financial reporting. Our consideration of the internal 2 '-" -....I control over financial reporting would not necessarily disclose all matters in the internal control over financial reporting that might be material weaknesses. A material weakness is a condition in which the design or operation of one or more of the internal control components does not reduce to a relatively low level the risk that misstatements in amounts that would be material in relation to the general purpose financial statements being audited may occur and not be detected within a timely period by employees in the normal course of performing their assigned functions. We noted no matters involving the internal control over financial reporting and its operation that we consider to be material weaknesses . We noted other matters involving the internal control over financial reporting that we have reported to the management of the Town of Wappinger, New York, in the Schedule of Findings and Recommendations listed in the Table of Contents. This report is intended solely for the information and use of the Supervisor, Town Board, Management, others within the Town and is not intended to be, and should not be, used by anyone other than these specified parties. ~';- ~,C,fJ.It.s Wappingers Falls, New York August 2, 2000 3 '-' .....I TOWN OF WAPPINGER, NEW YORK SCHEDULE OF FINDINGS AND RECOMMENDATIONS FOR THE YEAR ENDED DECEMBER 31, 1999 OTHER MATTERS: PRIOR YEAR FINDINGS - CONTINUING: Findin2 1 - Inspections Findin2: Cause: Effect: Recommendation: The Town has included inspection fees in escrow accounts where the purpose for holding these funds is unclear. These fees have been collected as refundable fees which may not have to be refunded. Funds are being held indefinitely. The Town should review its procedures for the assessment of inspection fees so that the fee is recorded in accordance with the purpose of the fee, being either refundable or a revenue. Findin2 2- Escrow Funds Findin2: Cause: Effect: Recommendation: Payments have been made in excess of escrow amounts collected resulting in excess payments to individual project owners/developers. The Town collects escrow funds to ensure that costs incurred by the Town, while projects or subdivisions are being considered by the Planning Board, are borne by the applicants. The Town maintains records for each project/applicant so that balances can be monitored; however, in some cases the disbursements exceeded the escrow collected. Unanticipated liabilities could be incurred by the Town for which no revenues/funds had been provided. We note that the Town has had previous difficulties in accounting for and reconciling escrow receipts and disbursements. We recommend that the Town increase its monitoring efforts by providing for at least quarterly reconciliations of transactions. A list of projects that are over-expended should be circulated to interested parties, including, at a minimum, the Supervisor and Town engineer, as well as building and accounting department personnel. We also recommend that procedures for the return of unexpended proceeds be changed to provide for sign-off by both the building and accounting departments before authorization is requested of the Town Board. General "B" Fund should reimburse the Trust & Agency Fund for at least the amount, $5,200, by which the Town's schedule of escrow balances exceeds the cash balance on hand. 27 '-' -....I TOWN OF WAPPINGER, NEW YORK SCHEDULE OF FINDINGS AND RECOMMENDATIONS (CONT'D.) FOR THE YEAR ENDED DECEMBER 31~ 1999 Finding 3 - Purchase Order System Cause: End-of-year outstanding encumbrances per the accounting system significantly exceeded purchase orders actually open. The Town's financial report had been adjusted to the correct amount. Payments had been processed without releasing the related purchase orders. Finding: Effect : Payments may be made in contradiction of the approved purchase order, budget commitments may be overstated. Recommendation: Procedures for the use of purchase orders should be reviewed so that when invoices are received for goods or services they are matched with purchase order authorizations and appropriate adjustments made. Open purchase orders should be periodically compared to encumbrance listings prepared by the accounting system. Finding 4 - Fixed Assets Finding: The Town has not verified the existence of its fixed assets with amounts carried on its records during the year. Cause: The Town has not taken a physical inventory of its fixed assets since 1993. Effect: The Town's fixed assets could be overstated. Recommendation: The Town should periodically perform a physical inventory of its fixed assets, whether by hiring an outside consultant or requesting employees to compare updated lists to items on hand. Periodic inventories enable the Town to maintain accountability by those employees using Town assets, and to prevent loss. Finally, the Town will be able to use the fixed asset inventory to assist in its compliance with GASB #34 by the year 2003 as required. CURRENT YEAR FINDINGS: Finding 1 - Cash Disbursements Finding: During our test of cash disbursements, certain exceptions were noted: Cause: . Insufficient documentation: 1. In our sample of nine vouchers/invoices for the purchase of tires none had a description of the machine/vehicle being worked on, the employee responsible. 2. In the same sample standardized pricing for the tires was not used. 28 -;~ '-" .....,/ TOWN OF WAPPINGER, NEW YORK SCHEDULE OF FINDINGS AND RECOMMENDATIONS (CONT'D.) FOR THE YEAR ENDED DECEMBER 31, 1999 Finding 1 - Cash Disbursements (continued) 3. A voucher submitted for travel reimbursement was not accompanied by receipts. · Records are not centralized (for example, bid documents are kept separately from payment documents); · Payments are made from a copy of the invoice, not the original; · Check register listed one check number, but actually two checks issued with the same check number; · Certain contracts were unavailable for our audit test-work. Effect: Town may pay for items and/or services not related to the Town or which are not the Town's responsibility. Recommendation: The Town should review its purchasing and payment process so that the purchase of similar items is aggregated and put out to bid, and/or that State Contracts are used. A copy of the winning bid or state contract should be attached to the voucher when submitted to the accounting department for payment. Sufficient documentation should also be attached so that it is clear to the reviewer that the expenditure is properly a Town expense. Only original documents should be used. Finding 2 - P~roll ExPenditures Finding: Certain payroll expenditures, for a total amount of $1,410, were not reported as payroll. Cause: An employee was paid accumulated vacation hours upon termination by a voucher. Effect: Appropriate payroll taxes were not withheld and paid as required. Taxable wages as defined by the Internal Revenue Code were under- reported on form W-2. Payments to employees must be paid through payroll. Recommendation: 29 '-' '-' TOWN OF WAPPINGER, NEW YORK SCHEDULE OF FINDINGS AND RECOMMENDATIONS (CONT'D.) FOR THE YEAR ENDED DECEMBER 31, 1999 Finding 3 - General Ledger Reconciliations Finding: Cause: Effect: Certain accounts did not reconcile to the general ledger . The general disbursing bank reconciliation and the water/sewer rent receivable reconciliation did not agree with amounts on the general ledger. Assets/liabilities and/or revenues/expenditures may be understated and/or misposted. Recommendation: We recommend the Town's staff verify that reconciliations agree with general ledger balances on a periodic basis to ensure that the general ledger contains accurate information. 30 '-" ""'" TOWN OF WAPPINGER CONSTANCE O. SMITH SUPERVISOR'S OFFICE SUPERVISOR 20 MIDDLEBUSH ROAD P.O. BOX 324 TELEPHONE: (914) 297-2744 WAPPINGERS FALLS, NY 12590-0324 FAX: (914) 297-4558 TOWN OF WAPPINGER FINDINGS AND RECOMMENDATIONS RESPONSES TO AUDIT FOR THE YEAR ENDING DECEMBER 31, 1999 Prior Year Finding FINDING 1: Inspections The Town has included inspection fees in escrow accounts where the purpose for holding these fmds is unclear. RESPONSE 1: The fees in question are being reviewed and the appropriate adjustments will be made to recognize those fees as revenue. FINDING 2: Escrow Funds Payments have been made in excess of escrow amounts collected resulting in excess payments to individual project owners/developers. RESPONSE 2: The monitoring of the escrow funds has been increased. The accounting department has reviewed the postings to the accounts for the years 1997 to present. Adjustments have been made in the current year for posting escrows made to the central account totalling $2,264.80. Additional adjustments are to be made in the current year to correct over-expanded accounts. The Building Department has to verifY unexpended balances with accounting department before authorization is requested of Town Board. This policy has been in place. 31 '-' """'" Audit Response page 2 FINDING 3: Purchase Order System End-of-year outstanding encumbrances per the accounting system significantly exceeded purchase orders actually open. The Town's financial report had been adjusted to the correct amount. RESPONSE 3: The outstanding encumbrances were reviewed and in balance with general ledger control accounts at year end. The accounting system went through an update in December of 1999 and there were some problems with encumbrance roll-over on the update. However, the difference/problem found were corrected. FINDING 4: Fixed Assets The Town has not verified the existence of its fixed assets with amounts carried on its records during the year. RESPONSE 4: The Town is in the process of receiving proposals from the firm which did our previous appraisal due to the issuance of GASB 34 so that we may be in compliance with the issuance of new GASB 34 ruling. 32 '-" .....", Audit Response Page 3 Current Year Finding FINDING I-Cash Disbursements: During our test of cash disbursements, certain exceptions were noted: Insufficient documentation, In the sample standardized pricing for the tires was not used~ A voucher submitted for travel reimbursement was not accompanined by receipts. RESPONSE 1: The Town purchased the tires from state bid. It is out normal practice to note the state bid number on the PO, however, to have a better trail as to where the tires are being used, we will, in the ,future on each PO, indicate which vehicle the tires will be used on. FINDING 2- Payroll Expenditures: Certain payroll expenditures, for a total amount of $1,410, were not reported as payroll RESPONSE 2: This was a most unusual situation in which the Town had hired a former employee as a consultant and he was erroneously paid his earned benefit time from the consultants line instead of payroll. This also was a time when we were without a comptroller and were short handed. We will see to it, that, in the future, this does not happen again. FINDING 3 _ General Ledger Reconciliations: Certain accounts did not reconcile to the general ledger. RESPONSE 3: All accounts are and were in balance. The bookkeeper reconciles and balances all accounts every month with out bank statements. 33