RPVCCA_IA_SR_2013_03_05_04_FY11-12_IA_Audited_Financial_ReportCITY OF
MEMORANDUM
RANCHO PALOS VERDES
TO:
FROM:
DATE:
SUBJECT:
REVIEWED:
Project Manager:
HONORABLE CHAIR &COMMISSION MEMBERS
DENNIS McLEAN,DIRECTOR OF FINANCE &~
INFORMATION TECHNOLOGY YfJb
MARCH 5,2013
FY11-12 IMPROVEMENT AUTHORITY AUDITED
FINANCIAL REPORT
CAROLYN LEHR,CHIEF ADMINISTRATIVE OFFICER ~
Kathryn Downs,Deputy Director of Finance &Information
Technology
RECOMMENDATION
Receive and file the FY11-12 audited financial report of the Rancho Palos Verdes Joint
Powers Improvement Authority.
DISCUSSION
The terms of the Reimbursement and Settlement Agreement (Horan Agreement)
require an annual independent audit of the Improvement Authority.The Authority's
auditors,White Nelson Diehl Evans,LLP,have completed their audit for FY11-12.The
financial report (see attached)includes an unqualified (clean)opinion issued by the
auditors.
A copy of the report is available for pUblic review at the front counter located in the
reception area of City Hall.Additionally,the City Clerk's office has a copy of the report
on file for permanent retention.
IA 4-1
RANCHO PALOS VERDES
JOINT POWERS IMPROVEMENT AUTHORITY
COMPONENT UNIT FINANCIAL STATEMENTS
WITH REPORT ON AUDIT
BY INDEPENDENT
CERTIFIED PUBLIC ACCOUNTANTS
JUNE 30, 2012
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RANCHO PALOS VERDES
JOINT POWERS IMPROVEMENT AUTHORITY
TABLE OF CONTENTS
June 30, 2012
Page
Number
Independent Auditors’ Report 1 - 2
Basic Financial Statements: 3
Government-Wide Financial Statements:
Statement of Net Assets 4
Statement of Activities 5
Fund Financial Statements:
Balance Sheet - Governmental Funds 6
Statement of Revenues, Expenditures and Changes in
Fund Balances - Governmental Funds 7
Notes to Financial Statements 9 - 15
Required Supplementary Information: 17
Budgetary Comparison Schedule - Portuguese Bend
Special Revenue Fund 18
Note to Required Supplementary Information 19
Supplementary Information: 21
Schedule of Revenues, Expenditures and Changes in
Fund Balance - Budget and Actual:
Abalone Cove Permanent Fund 22
Independent Auditors’ Report on Internal Control Over
Financial Reporting and on Compliance and Other Matters
Based on an Audit of Financial Statements Performed in
Accordance with Government Auditing Standards 23 - 24
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2875 Michelle Drive, Suite 300, Irvine, CA 92606 • Tel: 714.978.1300 • Fax: 714.978.7893
Offices located in Orange and San Diego Counties
1
INDEPENDENT AUDITORS’ REPORT
The Commission of the
Rancho Palos Verdes Joint Powers
Improvement Authority
Rancho Palos Verdes, California
We have audited the accompanying financial statements of the governmental activities and each major
fund of the Rancho Palos Verdes Joint Powers Improvement Authority (the Authority), a component
unit of the City of Rancho Palos Verdes, California, as of and for the year ended June 30, 2012, which
collectively comprise the Authority’s basic financial statements as listed in the table of contents. These
basic financial statements are the responsibility of the Authority’s management. Our responsibility is to
express opinions on these basic financial statements based on our audit.
We conducted our audit in accordance with auditing standards generally accepted in the United States
of America and the standards applicable to financial audits contained in Government Auditing
Standards issued by the Comptroller General of the United States. Those standards require that we plan
and perform the audit to obtain reasonable assurance about whether the basic financial statements are
free of material misstatement. An audit includes consideration of internal control over financial
reporting as a basis for designing audit procedures that are appropriate in the circumstances, but not for
the purpose of expressing an opinion on the effectiveness of the Authority’s internal control over
financial reporting. Accordingly, we express no such opinion. An audit also includes examining, on a
test basis, evidence supporting the amounts and disclosures in the financial statements, assessing the
accounting principles used and significant estimates made by management, as well as evaluating the
overall basic financial statement presentation. We believe that our audit provides a reasonable basis for
our opinions.
In our opinion, the basic financial statements referred to above present fairly, in all material respects,
the respective financial position of the governmental activities and each major fund of the Rancho
Palos Verdes Joint Powers Improvement Authority as of June 30, 2012, and the respective changes in
financial position thereof for the year then ended in conformity with accounting principles generally
accepted in the United States of America.
In accordance with Government Auditing Standards, we have also issued our report dated
February 7, 2013 on our consideration of the Rancho Palos Verdes Joint Powers Improvement
Authority’s internal control over financial reporting and our tests of its compliance with certain
provisions of laws, regulations, contracts and grant agreements and other matters. The purpose of that
report is to describe the scope of our testing of internal control over financial reporting and compliance
and the results of that testing, and not to provide an opinion on the internal control over financial
reporting or on compliance. That report is an integral part of an audit performed in accordance with
Government Auditing Standards and should be considered in assessing the results of our audit.
IA 4-4
2
The budgetary comparison schedule, identified as required supplementary information in the table of
contents, is not a required part of the basic financial statements but is supplementary information
required by the accounting principles generally accepted in the United States of America. This
information is an essential part of financial reporting for placing the basic financial statements in an
appropriate operational, economic or historical context. The budgetary comparison schedule and
related note have been subjected to the auditing procedures applied in the audit of the basic financial
statements and certain additional procedures, including comparing and reconciling such information
directly to the underlying accounting and other records used to prepare the basic financial statements
or to the basic financial statements themselves, and other additional procedures in accordance with
auditing standards generally accepted in the United States of America. In our opinion, the information
is fairly stated in all material respects in relation to the basic financial statements taken as a whole.
The Authority has omitted the management’s discussion and analysis information that governmental
accounting principles generally accepted in the United States of America require to be presented to
supplement the basic financial statements. Such missing information, although not a part of the basic
financial statements, is an essential part of financial reporting for placing the basic financial statements
in an appropriate operational, economic, or historical context. Our opinion on the basic financial
statements is not affected by this missing information.
Our audit was conducted for the purpose of forming opinions on the financial statements that
collectively comprise the Rancho Palos Verdes Joint Powers Improvement Authority’s basic financial
statements. The schedule of revenues, expenditures and changes in fund balance - budget and actual
Abalone Cove Permanent Fund, identified as supplemental information in the table of contents, is
presented for additional analysis and is not a required part of the basic financial statements of the
Authority. Such information is the responsibility of management and was derived from and relates
directly to the underlying accounting and other records used to prepare the financial statements. The
information has been subjected to the auditing procedures applied in the audit of the basic financial
statements and certain additional procedures, including comparing and reconciling such information
directly to the underlying accounting and other records used to prepare the basic financial statements
or to the financial statements themselves, and other additional procedures in accordance with auditing
standards generally accepted in the United States of America. In our opinion, the information is fairly
stated in all material respects in relation to the basic financial statements taken as a whole.
Irvine, California
February 7, 2013
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3
BASIC FINANCIAL STAT EMENTS
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RANCHO PALOS VERDES
JOINT POWERS IMPROVEMENT AUTHORITY
STATEMENT OF NET ASSETS
June 30, 2012
Governmental
Activities
ASSETS:
Cash and investments 1,532,991$
Interest receivable 2
TOTAL ASSETS 1,532,993
LIABILITIES:
Accounts payable and accrued liabilities 20,455
NET ASSETS:
Restricted for infrastructure maintenance:
Nonexpendable 1,000,000
Expendable 512,538
TOTAL NET ASSETS 1,512,538$
See independent auditors' report and notes to financial statements.
4
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RANCHO PALOS VERDES
JOINT POWERS IMPROVEMENT AUTHORITY
STATEMENT OF ACTIVITIES
For the year ended June 30, 2012
Net (Expense)
Revenue and
Changes in
Net Assets
Charges Operating Capital
for Grants and Grants and Governmental
Expenses Services Contributions Contributions Activities
Governmental Activities:
Public works 142,574$ -$ 60,000$ -$ (82,574)$
Total governmental activities 142,574$ -$ 60,000$ -$ (82,574)
General revenues:
Investment income 5
Change in net assets (82,569)
Net assets - beginning of year 1,595,107
Net assets - end of year 1,512,538$
See independent auditors' report and notes to financial statements.
Program Revenues
Functions/programs
5
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RANCHO PALOS VERDES
JOINT POWERS IMPROVEMENT AUTHORITY
BALANCE SHEET - GOVERNMENTAL FUNDS
June 30, 2012
Special
Revenue Permanent
Fund Fund Total
Portuguese Abalone Governmental
Bend Cove Funds
ASSETS:
Cash and investments 327,665$ 1,205,326$ 1,532,991$
Interest receivable - 2 2
TOTAL ASSETS 327,665$ 1,205,328$ 1,532,993$
LIABILITIES:
Accounts payable and accrued liabilities 17,941$ 2,514$ 20,455$
FUND BALANCES:
Nonspendable:
Reimbursement settlement agreement - 1,000,000 1,000,000
Restricted for:
Infrastructure maintenance 309,724 202,814 512,538
TOTAL FUND BALANCES 309,724 1,202,814 1,512,538
TOTAL LIABILITIES
AND FUND BALANCES 327,665$ 1,205,328$ 1,532,993$
See independent auditors' report and notes to financial statements.
ASSETS
LIABILITIES AND FUND BALANCES
6
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RANCHO PALOS VERDES
JOINT POWERS IMPROVEMENT AUTHORITY
STATEMENT OF REVENUES, EXPENDITURES AND
CHANGES IN FUND BALANCES - GOVERNMENTAL FUNDS
For the year ended June 30, 2012
Special
Revenue Permanent
Fund Fund Total
Portuguese Abalone Governmental
Bend Cove Funds
REVENUES:
Investment income -$ 5$ 5$
Contributions from the City of Rancho Palos Verdes 60,000 - 60,000
TOTAL REVENUES 60,000 5 60,005
EXPENDITURES:
Current:
Public works 52,606 89,968 142,574
NET CHANGE IN FUND BALANCES 7,394 (89,963) (82,569)
FUND BALANCES - BEGINNING OF YEAR 302,330 1,292,777 1,595,107
FUND BALANCES - END OF YEAR 309,724$ 1,202,814$ 1,512,538$
See independent auditors' report and notes to financial statements.
7
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NOTES TO FINANCIAL STAT EMENTS
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See independent auditors’ report.
10
RANCHO PALOS VERDES
JOINT POWERS IMPROVEMENT AUTHORITY
NOTES TO FINANCIAL STATEMENTS
June 30, 2012
1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES:
The accounting policies of the Rancho Palos Verdes Joint Powers Improvement Authority (the
Authority) conform to accounting principles generally accepted in the United States of America as
applicable to governments. The Governmental Accounting Standards Board (GASB) is the
accepted standard setting body for governmental accounting and financial reporting principles. The
following is a summary of the Authority’s significant accounting policies.
Reporting Entity:
The Authority is a separate legal governmental entity created on September 4, 1990, in accordance
with the provisions of the Reimbursement and Settlement Agreement, dated October 27, 1987,
entered into by the City of Rancho Palos Verdes (the City), the Rancho Palos Verdes
Redevelopment Agency (the Agency) and the County of Los Angeles in connection with the Horan
lawsuit. The Authority is considered a component unit of the City of Rancho Palos Verdes for
purpose of the City’s annual financial report. The Agreement requires funds to be set aside and
expended by the Authority to maintain landslide abatement improvements installed and constructed
by the Agency.
On February 1, 2012, the Agency was dissolved as a result of legislation enacted by the State of
California. The City of Rancho Palos Verdes has accepted the fiduciary role of Successor Agency
to the Rancho Palos Verdes Redevelopment Agency and is responsible for winding down the affairs
of the Agency.
The members of the City Council are also members of the Commission of the Authority. Similarly,
the officers of the City serve as officers of the Authority. Facilities and equipment, administrative,
financial and legal services are provided to the Authority by the City.
The Portuguese Bend Special Revenue Fund is financed through annual contributions from the
general fund of the City. The exclusive source of revenue for the Abalone Cove portion of the
Authority comes from investment income on the $1,000,000 principal held in the Permanent Fund.
Measurement Focus, Basis of Accounting and Financial Statement Presentation:
The basic financial statements of the Authority are composed of the following:
Government-wide financial statements
Fund financial statements
Notes to financial statements
IA 4-13
RANCHO PALOS VERDES
JOINT POWERS IMPROVEMENT AUTHORITY
NOTES TO FINANCIAL STATEMENTS (CONTINUED)
June 30, 2012
See independent auditors’ report.
11
1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED):
Measurement Focus, Basis of Accounting and Financial Statement Presentation (Continued):
Government-wide Financial Statements:
The government-wide financial statements (i.e., the statement of net assets and the statement of
activities) report information on all of the activities of the Authority. For the most part, the effect
of interfund activity has been removed from these statements. Governmental activities, which
normally are supported by taxes and intergovernmental revenues, are reported separately from
business-type activities, which rely to a significant extent on fees and charges for support. The
Authority has no business-type activities.
The statement of activities demonstrates the degree to which the direct expenses of a given
function are offset by program revenues. Direct expenses are those that are clearly identifiable
with a specific function. Program revenues include 1) charges to customers who purchase, use, or
directly benefit from goods, services, or privileges provided by a given function and 2) grants and
contributions that are restricted to meeting the operational or capital requirements of a particular
function. Other items not properly included among program revenues are reported, instead, as
general revenues.
Fund Financial Statements:
Fund financial statements for the Authority’s governmental funds are presented after the
government-wide financial statements. These statements display information about major funds
individually and other governmental funds in the aggregate for governmental funds.
The accounting system of the Authority is organized and operated on the basis of separate funds,
each of which is considered to be a separate accounting entity. Each fund is accounted for by
providing a separate set of self-balancing accounts that constitute its assets, liabilities, fund equity,
revenues, and expenditures.
The Authority reports the following major governmental funds:
The Portuguese Bend Special Revenue Fund is used to account for maintenance and repairs of
landslide abatement improvements in the Portuguese Bend Project Area.
The Abalone Cove Permanent Fund is used to account for monies received as part of a July 1991
Reimbursement and Settlement Agreement with the County of Los Angeles. As a part of this
Agreement, the Authority received a $1,000,000 deposit of nonexpendable principal. The interest
income on this principal is used to pay for maintenance and repairs of Abalone Cove landslide
abatement improvements.
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RANCHO PALOS VERDES
JOINT POWERS IMPROVEMENT AUTHORITY
NOTES TO FINANCIAL STATEMENTS (CONTINUED)
June 30, 2012
See independent auditors’ report.
12
1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED):
Measurement Focus, Basis of Accounting and Financial Statement Presentation (Continued):
Measurement Focus:
Measurement focus is a term used to describe “which” transactions are recorded within the various
financial statements.
In the government-wide statement of net assets and the statement of activities, activities are
presented using the economic resources measurement focus. Under the economic resources
measurement focus, all (both current and long-term) economic resources and obligations of the
government are reported.
In the fund financial statements, all governmental funds are accounted for on a spending or
“financial flow” measurement focus. This means that only current assets and current liabilities are
generally included on the balance sheets. The reported fund balances (net current assets) are
considered a measure of “available spendable resources”. Governmental fund operating statements
present increases (revenues and other financing sources) and decreases (expenditures and other
financing uses) in net current assets. Accordingly, they are said to present a summary of sources
and uses of available spendable resources during a period. Noncurrent portions of long-term
receivables due to governmental funds are reported on the balance sheets, in spite of the
measurement focus. However, special reporting treatments are used to indicate that they should not
be considered “available spendable resources” since they do not represent net current assets.
Recognition of governmental fund type revenue represented by noncurrent receivables is deferred
until they become current receivables. Noncurrent portions of other long-term receivables are
reported as nonspendable or restricted fund balances. Revenues, expenses, gains, losses, assets,
and liabilities resulting from nonexchange transactions are recognized in accordance with the
requirements of GASB Statement No. 33.
When both restricted and unrestricted resources are available for use, it is the Authority’s policy to
use restricted resources first, then unrestricted resources as they are needed.
IA 4-15
RANCHO PALOS VERDES
JOINT POWERS IMPROVEMENT AUTHORITY
NOTES TO FINANCIAL STATEMENTS (CONTINUED)
June 30, 2012
See independent auditors’ report.
13
1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED):
Measurement Focus, Basis of Accounting and Financial Statement Presentation (Continued):
Basis of Accounting:
Basis of accounting refers to “when” transactions are recorded, regardless of the measurement
focus applied.
In the government-wide statement of net assets and statement of activities, the governmental
activities are presented using the accrual basis of accounting. Under the accrual basis of
accounting, revenues are recognized when earned and expenses are recorded when the liability is
incurred or economic asset used, regardless of the timing of related cash flows. Revenues,
expenses, gains, losses, assets, and liabilities resulting from exchange and exchange-like
transactions are recognized when the exchange takes place.
In the fund financial statements, governmental funds are presented using the modified-accrual basis
of accounting. Revenues are recognized when they become measurable and available as net
current assets. Measurable means that the amounts can be estimated or otherwise determined.
Available means that the amounts were collected during the reporting period or soon enough
thereafter to be available to finance the expenditures accrued for the reporting period. Revenue
recognition is subject to the measurable and available criteria for the governmental funds in the
fund financial statements. The Authority considers investment earnings to be available if they are
collected within 60 days of the end of the current fiscal period.
Exchange transactions are recognized as revenues in the period in which they are earned (i.e., the
related goods or services are provided). Locally-imposed derived tax revenues are recognized as
revenues in the period in which the underlying exchange transaction upon which they are based
takes place. Imposed nonexchange transactions are recognized as revenues in the period for which
they were imposed. If the period of use is not specified, they are recognized as revenues when an
enforceable legal claim to the revenues arises or when they are received, whichever occurs first.
Government-mandated and voluntary nonexchange transactions are recognized as revenues when
all applicable eligibility requirements have been met.
For the current fiscal year, the Authority did not have any items that needed to be reconciled
between the fund financial statements and government-wide financial statements as a result of
difference in measurement focus or basis of accounting.
IA 4-16
RANCHO PALOS VERDES
JOINT POWERS IMPROVEMENT AUTHORITY
NOTES TO FINANCIAL STATEMENTS (CONTINUED)
June 30, 2012
See independent auditors’ report.
14
1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED):
Measurement Focus, Basis of Accounting and Financial Statement Presentation (Continued):
Investments:
Investments are stated at fair value (quoted market price or the best available estimate thereof).
Governmental Fund Balance Classifications:
The fund balances reported on the fund statements are classified as follows:
Nonspendable Fund Balance - This classification includes amounts that cannot be spent because
they are either (a) not in spendable form or (b) legally or contractually required to be maintained
intact.
Restricted Fund Balance - This classification includes amounts that can be spent only for specific
purposes stipulated by constitution, external resource providers or through enabling legislation.
Committed Fund Balance - This classification includes amounts constrained to specific purposes
by the Commission via a Commission resolution. The Commission must adopt another resolution
to remove or change the constraint.
Assigned Fund Balance - This classification includes amounts the Commission intends to use for a
specific purpose, which is expressed by the Commission via minute order.
Unassigned Fund Balance - This classification includes the residual balance for the government’s
fund balance and includes all spendable amounts not contained in other classifications. In other
funds, the unassigned classification is used only to report a deficit balance resulting from
overspending for specific purposes for which amounts had been restricted, committed or assigned.
When an expenditure is incurred for purposes for which both restricted and unrestricted fund
balances are available, the Authority’s policy is to apply restricted fund balance first.
When an expenditure is incurred for purposes for which committed, assigned or unassigned fund
balances are available, the Authority’s policy is to apply committed fund balance first, then
assigned fund balance, and finally unassigned fund balance.
IA 4-17
RANCHO PALOS VERDES
JOINT POWERS IMPROVEMENT AUTHORITY
NOTES TO FINANCIAL STATEMENTS (CONTINUED)
June 30, 2012
See independent auditors’ report.
15
1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONTINUED):
Use of Estimates:
The preparation of basic financial statements in conformity with accounting principles generally
accepted in the United States of America requires management to make estimates and assumptions
that affect the reported amounts of assets and liabilities and disclosure of contingent assets and
liabilities at the date of the basic financial statements and the reported amounts of revenues and
expenditures during the reporting period. Actual results could differ from those estimates.
Subsequent Events:
In preparing these financial statements, the Authority has evaluated events and transactions for
potential recognition or disclosure through February 7, 2013, the date the financial statements were
available to be issued.
2. CASH AND INVESTMENTS:
Cash and Investments:
Cash and investments at June 30, 2012, consisted of the following:
Cash and investments pooled with
the City of Rancho Palos Verdes $ 1,532,991
Allocation of Interest Income among Funds:
Interest income from pooled investments is allocated to those funds which are required by law or
administrative code to receive interest. Interest is allocated on a quarterly basis, based on the
monthly ending cash balances in each fund receiving interest.
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RANCHO PALOS VERDES
JOINT POWERS IMPROVEMENT AUTHORITY
NOTES TO FINANCIAL STATEMENTS (CONTINUED)
June 30, 2012
See independent auditors’ report.
16
2. CASH AND INVESTMENTS (CONTINUED):
Investments Authorized by the California Government Code and the Authority’s Investment
Policy:
The table below identifies the investment types that are authorized for the Authority by the
California Government Code (or the Authority’s investment policy, where more restrictive). The
table also identifies certain provisions of the California Government Code (or the Authority’s
investment policy, where more restrictive) that address interest rate risk, credit risk, and
concentration of credit risk
Maximum
Percentage Maximum
Maximum or Amount Investment
Authorized Investment Type Maturity of Portfolio in One Issuer
United States Treasury Obligations 3 years None None
Certificates of Deposit N/A None None
Repurchase Agreements 7 days 15% None
Money Market Mutual Funds N/A 15% 15%
Local Authority Investment Fund (LAIF) N/A None None
Money Market Savings/Demand Deposits N/A $ 5 million 15%
N/A - Not Applicable
Disclosures Relating to Interest Rate Risk:
As the total amount of the Authority’s cash and investments of $1,532,991 were pooled with the
City at June 30, 2012, the Authority’s credit risk, custodial credit risk, concentration of credit risk,
and interest rate risk, were those applicable to the City’s portfolio. These risks are disclosed in the
City’s Comprehensive Annual Financial Report (CAFR).
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17
REQUIRED SUPPLEMENTARY INFORMATION
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RANCHO PALOS VERDES
JOINT POWERS IMPROVEMENT AUTHORITY
BUDGETARY COMPARISON SCHEDULE
PORTUGUESE BEND SPECIAL REVENUE FUND
For the year ended June 30, 2012
Variance with
Final Budget
Positive
Original Final Actual (Negative)
REVENUES:
Investment income 1,220$ 1,220$ -$ (1,220)$
Contributions from the
City of Rancho Palos Verdes 60,000 60,000 60,000 -
TOTAL REVENUES 61,220 61,220 60,000 (1,220)
EXPENDITURES:
Current:
Public works 143,350 143,350 52,606 90,744
NET CHANGE IN
FUND BALANCE (82,130) (82,130) 7,394 89,524
FUND BALANCE -
BEGINNING OF YEAR 302,330 302,330 302,330 -
FUND BALANCE - END OF YEAR 220,200$ 220,200$ 309,724$ 89,524$
See independent auditors' report.
Budgeted Amounts
18
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See independent auditors’ report.
19
RANCHO PALOS VERDES
JOINT POWERS IMPROVEMENT AUTHORITY
NOTE TO REQUIRED SUPPLEMENTARY INFORMATION
June 30, 2012
The Authority adopts an annual budget using the modified-accrual basis of accounting for the special
revenue and permanent funds. Budgetary controls are established at the department level. At
year-end, unexpended appropriations lapse.
The Authority’s Chief Administrative Officer may transfer budget appropriations between major
categories within a fund in conformance with the policies set by the Authority’s Commission. Any
interfund changes or amendments must be approved by the Authority’s Commission. Adopted budget
and budget amendments made during the year are reflected in the Budgetary Comparison Schedule.
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SUPPLEMENTARY INFORMATION
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RANCHO PALOS VERDES
JOINT POWERS IMPROVEMENT AUTHORITY
SCHEDULE OF REVENUES, EXPENDITURES AND
CHANGES IN FUND BALANCE - BUDGET AND ACTUAL
ABALONE COVE PERMANENT FUND
For the year ended June 30, 2012
Variance with
Final Budget
Positive
Original Final Actual (Negative)
REVENUES:
Investment income 6,200$ 6,200$ 5$ (6,195)$
EXPENDITURES:
Current:
Public works 49,750 49,750 89,968 (40,218)
NET CHANGE IN
FUND BALANCE (43,550) (43,550) (89,963) (46,413)
FUND BALANCE -
BEGINNING OF YEAR 1,292,777 1,292,777 1,292,777 -
FUND BALANCE - END OF YEAR 1,249,227$ 1,249,227$ 1,202,814$ (46,413)$
See independent auditors' report.
22
Budgeted Amounts
IA 4-25
2875 Michelle Drive, Suite 300, Irvine, CA 92606 • Tel: 714.978.1300 • Fax: 714.978.7893
Offices located in Orange and San Diego Counties
23
INDEPENDENT AUDITORS’ REPORT ON INTERNAL CONTROL OVER
FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS
BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN
ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS
The Commission of the
Rancho Palos Verdes Joint Powers
Improvement Authority
Rancho Palos Verdes, California
We have audited the financial statements of the governmental activities and each major fund of the
Rancho Palos Verdes Joint Powers Improvement Authority (the Authority), a component unit of the
City of Rancho Palos Verdes, California as of and for the year ended June 30, 2012 which collectively
comprise the Authority’s basic financial statements and have issued our report thereon dated
February 7, 2013. We conducted our audit in accordance with auditing standards generally accepted in
the United States of America and the standards applicable to financial audits contained in Government
Auditing Standards, issued by the Comptroller General of the United States.
Internal Control Over Financial Reporting
Management of the Authority is responsible for establishing and maintaining effective internal control
over financial reporting. In planning and performing our audit, we considered the Authority’s internal
control over financial reporting 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 the Authority’s internal control over financial reporting. Accordingly, we do not
express an opinion on the effectiveness of the Authority’s internal control over financial reporting.
A deficiency in internal control 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 material weakness is a deficiency, or a
combination of deficiencies, in internal control such that there is a reasonable possibility that a material
misstatement of the Authority’s financial statements will not be prevented, or detected and corrected on
a timely basis.
Our consideration of internal control over financial reporting was for the limited purpose described in
the first paragraph of this section and was not designed to identify all deficiencies in internal control
over financial reporting that might be deficiencies, significant deficiencies or material weaknesses. We
did not identify any deficiencies in internal control over financial reporting that we consider to be
material weaknesses, as defined above.
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24
Compliance and Other Matters
As part of obtaining reasonable assurance about whether the basic financial statements of the Authority
are free of material misstatement, we performed tests of its compliance with certain provisions of laws,
regulations, contracts and grant agreements, 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 and other matters
that are required to be reported under Government Auditing Standards.
This report is intended solely for the information and use of Commission, management, and others
within the Rancho Palos Verdes Joint Powers Improvement Authority and federal awarding agencies
and pass-through entities and is not intended to be and should not be used by anyone other than these
specified parties.
Irvine, California
February 7, 2013
IA 4-27