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Council Meeting/Documents/Report dated July 14, 2022 from the Director of Finance re: Financial Planning Process and Calendar
Staff Report

Report dated July 14, 2022 from the Director of Finance re: Financial Planning Process and Calendar

July 19, 2022Pages 185–1883 sections

Staff report seeking approval for the proposed 2023-2027 Financial Planning Calendar.

8.1.d Financial Planning Process and Calendar
July 14, 20222023-2027 Financial Planning Calendar

Town of View Royal

Consolidated Statement of Change in Net Financial Assets

Statement C Year ended December 31, 2021

Financial plan (Note 17) 2021 2020
Annual surplus (deficit) $ (2,840,823) $ 633,091 $ 2,527,621
Acquisition of tangible capital assets (2,711,476) (2,704,538) (2,383,073)
Contributed tangible capital assets - 529,430 -
Amortization of tangible capital assets 3,099,457 3,025,625 3,133,093
(Gain) loss on disposal and write-down of tangible capital assets - (454,588) (82,152)
Proceeds on sale of tangible capital assets - 591,748 106,299
Change in proportionate share of West Shore Parks and Recreation Society - 160,591 (79,875)
Change in inventory of supplies - (2,248) 1,806
Change in prepaid expenses - 21,188 192,849
Increase (decrease) in net financial assets (2,452,842) 1,800,299 3,416,568
Net financial assets, beginning 13,757,068 13,757,068 10,340,500
Net financial assets, ending $ 11,304,226 $ 15,557,367 $ 13,757,068

Page 185–188

Town of View Royal

Consolidated Statement of Cash Flows

Statement D Year ended December 31, 2021

2021 2020
Cash provided by (used in)
Operating activities
Annual surplus $ 633,091 $ 2,527,621
Items not affecting operating activities
Contributed tangible capital assets 529,430 -
Amortization of tangible capital assets 3,025,625 3,133,093
(Gain) loss on disposal and write-down of tangible capital assets (454,588) (82,152)
Change in inventory of supplies (2,248) 1,806
Change in prepaid expenses 21,188 192,849
Actuarial adjustment on debt (100,604) (93,107)
Change in proportionate share of West Shore Parks and Recreation Society 160,591 (79,875)
Decrease (increase) in non-cash financial assets
Property taxes receivable 67,518 (50,393)
Accounts receivable (1,802,591) 813,994
Inventory held for sale (1,572) (2,001)
Increase (decrease) in liabilities
Accounts payable and accrued liabilities (568,462) 171,857
Deposits 1,087,332 (187,118)
Deferred revenue 221,470 715,392
Prepaid property taxes 3,938 (24,307)
Employee benefits and retirement obligations 25,870 28,830
2,845,988 7,066,489
Capital activities
Acquisition of tangible capital assets (2,704,538) (2,383,073)
Proceeds on disposal of tangible capital assets 591,748 106,299
(2,112,790) (2,276,774)
Financing activities
Debt principal repaid (306,470) (306,470)
Increase in cash and cash equivalents 426,728 4,483,245
Cash and cash equivalents, beginning 30,255,883 25,772,638
Cash and cash equivalents, ending $ 30,682,611 $ 30,255,883

Page 185–188

Town of View Royal

Notes to Consolidated Financial Statements

Year ended December 31, 2021

The Town of View Royal (the "Town") was incorporated on December 5, 1988 by letters patent issued by the Province of British Columbia. Its principal activities are the provision and coordination of local government services to residents of the incorporated area. These services include general government administration, bylaw enforcement, planning and development services, building inspection, fire protection and emergency response planning, public transportation, parks and recreation, solid waste collection and disposal, sewer collection and disposal, and street lighting.

1. Significant accounting policies

a) Principles of consolidation The Town follows Canadian public sector accounting standards. The consolidated financial statements of the Town are prepared in accordance with the recommendations of the Public Sector Accounting Board (PSAB).

b) Reporting entity The consolidated financial statements reflect the combined assets, liabilities, accumulated surplus, revenue and expense of all of the Town's activities and funds. The consolidated financial statements also include the Town's proportionate share of the West Shore Parks and Recreation Society (West Shore). Interfund transactions and fund balances have been eliminated on consolidation.

c) Basis of accounting The Town follows the accrual method of accounting for revenue and expense. Revenue is normally recognized in the year in which it is earned and measurable. Expense is recognized as it is incurred and measurable as a result of receipt of goods or services and/or the creation of a legal obligation to pay. Expense paid in the current period and attributable to a future period is recorded as prepaid expense.

d) Property tax revenue Property tax revenue is recognized at the date property tax notices are issued, based on property assessment values issued by BC Assessment for the current year and tax rates established annually by bylaw. Assessments are subject to appeal and tax adjustments are recorded when the results of appeals are known.

e) Government transfers Government transfers are recognized as revenue in the period the transfers are authorized and any eligibility criteria have been met, except to the extent that transfer stipulations give rise to an obligation that meets the definition of a liability. Transfers are recognized as deferred revenue when transfer stipulations give rise to a liability and recognized in the Consolidated Statement of Operations as revenue as the stipulation liabilities are settled.

f) Deferred revenue Deferred revenue includes grants, contributions and other amounts received from third parties pursuant to legislation, regulation and agreement which may only be used in certain programs, in the completion of specific work, or for the purchase of tangible capital assets. In addition, certain user charges and fees are collected for which the related services have yet to be performed. Revenue is recognized in the period when the related expenses are incurred, services performed, or the tangible capital assets are acquired.

Development cost charges are amounts which are restricted by government legislation or agreement with external parties. When qualifying expenses are incurred development cost charges are recognized as revenue in amounts which equal the associated expenses.

g) Investment income Investment income is reported as revenue in the period earned. When required by the funding entity or related legislation, investment income earned on deferred revenue is added to the deferred revenue balance.

h) Cash equivalents Cash equivalents are comprised primarily of Municipal Finance Authority (MFA) pooled investments including money market, intermediate and bond funds. Town funds invested with MFA are pooled with other local governments and are professionally managed and objectively benchmarked by large, secure financial services organizations.

i) Deposits Receipts restricted by third parties are deferred and reported as deposits and are refundable under certain circumstances. Deposits that are prepayments are recognized as revenue when qualifying expenditures are incurred.

j) Employee benefits and retirement obligations The Town and its employees make contributions to the Municipal Pension Plan. The Town's contributions are expensed as incurred and are included within the Consolidated Statement of Operations.

Sick leave and other retirement benefits are also available to the Town's employees. The costs of these benefits are actuarially determined based on service and best estimates of retirement ages and expected future salary and wage increases. The obligations under these benefit plans are accrued based on projected benefits as the employees render services necessary to earn the future benefits.

Page 185–188
Extracted from: 2022 07 19 Council agenda - Agenda - Pdf