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HomeMy WebLinkAboutAudit Committee Minutes - October 28, 2024 Cape Breton Regional Municipality Audit Committee Meeting Minutes October 28, 2024 1:30 p.m. Via Videoconferencing Committee Councillor Steve Parsons, Vice-Chair, Chairman Deputy Mayor James Edwards Councillor Earlene MacMullin Councillor Glenn Paruch Councillor Lorne Green Citizen Mark Galley Also Present Mayor Amanda M. McDougall-Merrill Councillor Gordon MacDonald Councillor Steve Gillespie Councillor Ken Tracey Councillor Darren Bruckschwaiger Councillor Darren O'Quinn Staff Marie Walsh, Chief Administrative Officer John MacKinnon, Deputy Chief Administrative Officer Jennifer Campbell, Chief Financial Officer Christa Dicks, Municipal Clerk Demetri Kachafanas, KC, Regional Solicitor Tyson Simms, Director of Planning and Development Ray Boudreau, Director of Wastewater Adam MacNeil, Manager of Finance Jenna MacQueen, Communications Sharon MacSween, Recording Secretary Audit Committee Meeting - Minutes October 28, 2024 Approved March 5, 2025 Page 2 of 4 The following does not represent a word for word record of the proceedings of this meeting. The agenda, reports, supporting documents, information items circulated, and video (if available) are online at w w...........c Ib r m..............n s............c a.... Chairman Steve Parsons called the meeting to order. Roll Call 10 Approval of Minutes Motion Moved by Councillor MacMullin, seconded by Deputy Mayor Edwards, to approve CBRM minutes from: ➢ Audit Committee Minutes - September 29, 2021 ➢ Audit Committee Minutes - October 18, 2022 Motion Carried 2m Approval of Agenda Motion Moved by Councillor Paruch, seconded by Deputy Mayor Edwards, to approve the October 28, 2024, audit committee agenda as presented. Motion Carried 3m Presentations a) Annual Financial Report - Year Ended March 31,, 2023 Jennifer Campbell, Chief Financial Officer, discussed the reason for meeting before the newly elected officials are sworn in is to meet the deadline to apply for the debenture. CFO Campbell presented the Cape Breton Regional Municipality's (CBRM) annual financial report for year ended March 31, 2023. A copy of the presentation is attached to this set of meeting minutes for reference on page five. Audit Committee Meeting - Minutes October 28, 2024 Approved March 5, 2025 Page 3 of 4 im Draft CBRM Consolidated Financial Statements for Year Ended March 31,, 2023 A copy of the draft CBRM consolidated financial statements for year ended March 31, 2023, are attached to this set of meeting minutes for reference on page thirty-four. NO Draft CBRM Water Utility Financial Statements for Year Ended March 31,, 2023 A copy of the draft CBRM water utility financial statements for year ended March 31, 2023, are attached to this set of meeting minutes for reference on page sixty-nine. b) Audit Findings Report to the Audit Committee for Year Ended March 31,, 2023 Darren Chiasson, CPA / CA - MNP Parter / Business Advisor, reviewed the audit process. A copy of the audit findings report presented to the CBRM Audit Committee for year ended March 31, 2023, is attached to this set of meeting minutes for reference on page eighty-seven. The following motion was then put forward: Motion Moved by Councillor MacMullin, seconded by Councillor Paruch, that a recommendation be made to Council to approve and release the: • CBRM Consolidated Financial Statements for the Year Ended March 31, 2023 • CBRM Water Utility Financial Statements for the Year Ended March 31, 2023 • Audit Findings Report for the Year Ended March 31, 2023 Motion Carried Meeting adjourned at 2:39 p.m. Audit Committee Meeting - Minutes October 28, 2024 Approved March 5, 2025 Page 4 of 4 Eldon MacDonald Deputy Mayor Christa Dicks Municipal Clerk /Sim �I i ,w Finanui,al Report u Ended March 3,1, 2023 CAPE E REGIONAL MUNICIPALITY5 *,ty eto gi na'l Municipall Cape Br n Re ' '*0 Year en ,02,3, CAPITAL HIGHLIGHTS OPERATING HIGHLIGHTS $47.9,ni in Capital PrQj!e,ct work, a FIONAIH I(estimated$7.2M in damages,t,o Mar,31/23) $43.9m - Municipal n INFLATION114 Wastewater treatment plants, a Deed'Transfer Tax, Underground infrastructure ju Tax sale�recover I jes Roads and Sidewalks a Ratification of CUPS 933 Collective Agreement Parks,,Trails,Arenas m Fi rst,eve r CB R M operati ng def i cit Fire,apparatus Transit&Fleet Water POLICY/PLANNING HIGHLIGHTS OPERATING RESULT'S CBR M Forward, X CBR'M Operating Fund Deficit($7,15k) Transit study,ongoing m Water Utility Operating Fund Surplus $533k AsRetirement Obligation Sten' Implementation 2 �Ir I I o R,ia,,g,wio,na'I MunmiplaIi y Cape Bre � endedMset Retirement ObIligations, Yea,r, _......._ .. �� �...... .....--- ........... .w........................ n�. _..... .... ARO Assets ARO Lila ,ie • BuIldings 6871,1107Buildings, 113371619 127,9613 FIs 4t39101,08,5 rigerants 12760 m Refrigerants 13,792 Tanks $ 81,569 im Fuel Tanks16,9t664 • Landfill Post-Closure m Landfill Closure Obligations $3016181,459 Monitoring $ 418061,2139m indf H Pest-ClosureMonitoring 5 ,�� , 11,11-111-111,11, CBRMI l 51715,497 C Total 1$41,286�119 Water,Tanks $ 114#525 Water Tanks $ , 74197 k � t i CaCuRM pital and0,perating, CAPE, BRETON Reserve Funds REGIONAL MUNICIPALITY Agenda page Year Ended March, 311, G023 references noted for Audited F/S a m Schedules AqWajs ............ ----------- ........... 2,022-23, 2022-23 Variance ....... Rev e ni u e Total Taxes, 1190,87257 1 17 42 1 345f $ 1 t 616 5 9- o'',tal''Fe—d,eraf-6ove rim e!nt 3 03P,11478 3, 08.3 5:39 ...... ........ 4, 1 5 726 85,4 Total Federal Giovernment A eincies, 3�,f�6 11 aMaTotal Provinc,Jal iiovernrnent ,96�0,6,94 2 0017810 52 884 - 0 - ......... tal ProVincial 0overnment:Agencie's 3 5165 5, 3,386 73ffa 178'726 Tolat Services to C>the�r Local 0overnmenit 1 2,665,723, 9 79 90 9 28,6814 2 1019 991� ic �0� -- --------------- to-I'a-11Envi'ronme�trital DevelopmentSarvic336,82,2 250 500 86 322 10MONO as ................... T ......... Total Licenf & Reirrnits I 1374,94 1 Total FineFees 725755 862 422, ............... ........... ... .... -��I. .- 1 1.11� 7,,"-1.11�,-.�...... TotalRentalsi 58 2 10,7'7 5�8 6 7'7 ................ ............. 1 --(. ...... Total Ccmcessions&Franchises 944 789 70 242789 C: .......... ---------- ... .............-.1l.-"-."Il -I-- I-----,--,-,------�?-,pplc) . L.�J- Total I nterest 2 35�8 575 1 '1 515 0,00 :3f ...............................-11-1111-111111---- -V--wl . ..,t-'.�,--1----�............. Revenue -3-0 10 0 10 11 12 760 11MIL 111--l-1-11-11.11-�11.1- ............ 'Total Solid Wast:(�., RL--venue, 2 849,716f 24-1716 ............. ................. 7-J. .-Ill 111 --- . - - Total Recreation a�Cultural Service Pr-o, rams 1,041 1 7'c4 8 500, Total\A/ate,r Uti1it Char g 4,9,51...51�0, 15 1,�851 9 8, 516141 _ w1al Unconditional 7ransfers :7 9, 6 3 .838 Cul 3,536 576 3,68 Totail Extra., J qvenue CE?isastiier Recave.r 6 213 342 612-1,_3,3 4 2 ..................... T'cxta,I,Revenue I1'71,432,,§,QG, $ 11;62,22,3, 9,20,815,21 Acwals. Eludget ...................................... ............... ...................... Exp _,,dJAW rA--,,s 2022-23 2022-23 Varianc-e Legislative -------- 2�2 (D Administration 482 881 46 1' 819, ................................ ...... 1 7-1-177- ....... 0 Finance! '13, 1 58,645 3,413 905 255 260 ...................... A—-1-� 1?:!!�6.639 2,353,597 110619,58 ... ................. J Human,Resc>uirces, 1.298,647 1,393,597 94,950 .... .... .................. .......... .................... Techirtiolo COMMIUnicatio'n-s 3,79,0,,2818 3.984,042 193,754 0 Myniclip�al Cferk 517,716 57 1 0,1000 513.284 ......................... Fiscal Services31,681,253, 32,363.405 682,152 .............. ... ....... ....... (D Police Servio--es 27,039,973, 27.,870,130 83 '.157 Fire Services,Qpcl EMO) 19,33,21562, 18.642,740 f�1819,�.822) 64,067,8101 52 .9,27 051 _'(1 I�1 30,750) . inee ring& Publi�c Wrks o .................. LL) Plan,nlng 3,,1066 14,68, 3,5 909 494,441 ------------------------ ---- !- — Faipiljtietre,2100&Arena ,193,882 3,496.797 arks&CD,rounds 3,469,669 3,210,874 3,648,953 3,489843 .................................... ....... ireation 2,623,,317 2.8,531,260 229.943 ................ ............... .......... 172ZI 47Z $ 1,62,223,985 (9,192:3,8321, ---—----------- Suirelu�,s, 110,#--ficit)IFFIZAM), ('715,:,,3 101 ,Tax Revenue 2022/23Actuals 20221,23 Budgetl Variance Revenues, ........... ........................................................ ......... I on,Assessment I ............ Res id,nfiall 79,893,619 7,9,0368,998 524,621 " , eT ax .......... *FEW Commercial Tax 30,252,791 30,364,802 11 ,0111, ................. ....... tneeded Budget 1,497,338, 1499,7?� J2,457) Resource Tax 1,506,680 1,506,680 Commercial Area,Rates(Are/Sewer-Bylaw,, $91y20815211* Tbtal,Taxes,on Assessment 113 ,15,01,428 112,740,275 410J53 ----------------- $21995,180 I Bell437,392 46101000 (23,1608) ...... ....... excluding'Filwila recovery WJ nd T ufbi ne 220,070 220,070 Deed Transfer Tax, Deed Trans fer Tax 5,279,367 4,000,000 10279,36�7 ............. .......... Revenue 119,097,257 117,421,345 r1,665,912 LTLbta__ITIax ............... Bud ...................... .......................... ............... ............................................................................................................................................................................... ..................... ............................ . .......2'-23 Variance ............ Rees niu e ---------------- Tbtal'Taxes 1�I T,4�2 1 345'''' Total IFederal Govemment 31,03,914T8 3,018 3 5,3 9, ............... ......... ...................... Total Federal GovernmePt Ag�'qqj.�es, 730415 8,54 3,111 11_ Total Pro,\Ancial Government 2 060 69,4 2,007,8 1 O 52,884, otal PrmAncial Government A� 3� 17 ��,,565'466-1 I . 8 rvices,to,Other Local Government -6, !979 909 28 6,8,14, foiaJ se 11,26 723 ransit 2,10 9,90 1 2,100,000 9,90"t ....................... .............. 'i ' n'v'ironrnental Devellop ent Services 3136,8122 250l- 9 8,62 --- ........... 7 32 ............................... Total Uce:nses&Permits 13�7 494 11 1 6 1�0'00' I ­ 1-1111-1 _('t 315 06) ...........................................................11............. "It 'ines&Fees 725,755 6 2,4 2 21 .........M'M TotalRentals 582.,077 6 86 ................ ............ 1I000 Total Con(cess,ions&Franchises944,789 702 000 24217819J ........ 1,§1�5.0 0,0 Includes,bank interest$725K Total Interest Total Finance Revenue 4,2760 .. ...................................... 2,825,000 24 Total Sofid'Waste R,evenue Toll Recreation,&Culfural Service!Pro rams 11041,179 1"11 a,5'00' 1773211), P11 41951 510 4 951.5110 158�5 11 15 83�5,�§38 16,141 1 Uncondiflional Transfers notal Conditional T'ransfers, 3!,536.576 ;��689,842 (�i 53,266), rao� ven e R c 4, 16,2113,�3A 2, Total Ext, 6,2 13 3 2 16,21122 3,'s 8's $ 9 Tota,I Rev'enue $ 171,43 601G 208,621 10 _i. Actuals ' E pendi urs 202 20,22-231 Variance... $ „549,222 l$ 1,611,101% 61,794 r��inisir,dip�uru, X82,881 i 481,8191 w 1, ) Expend*tures, _ _m ......... .... Finance; JW 4 I 3,413,905 2,515,260 2,53,597 106, 58 main I ou � 1� 647 ... ... .. ,' 7 0,_ Over � � W Technology minis nicali"I-1111......n� �; 3,x'90,288� 3,984,042 193,754 .. ......... Municipal Clerk$9 I , 1i 5,3,284 Fisca Sermices 31,681,253 32,363,405 6,82J512 1,,,�...............1—"' 1. 111-11 Poli dem 7,0 ,7 2,8 0,,,,1 157 Fire Sem Qncl EI 1%332,562 18,64,2„7402" . _ .... 1 ���➢W Il1a.l�ln�i;vn�tm, Ir.. 0 ._.:Public _ .. � 7,, 1 m. N„130, 5 A P! nib 3,066 68 560909 �444 1 ... ..........4,193,882 �Facli :Centre 200&Arenas � _. Park$ ground 3,459,569 i�0l 7 � � __. Buildings, �' 3,648,953� , , �. (159,1 q 0')i Recreation 2,623,317 1 2,853,2160 229,1943 . ......... ,.,., T° t , it ur 112 11' q817s j ,, 3o9 9,1% Department Actuals Budget Variance! aFianaInflatIon/other Engineering,and Admin 5,1016,103, 5,206,584 10101,1101 �1 9 7) 1,001,298, D Ms inail, pe rations p 23,902,371 '�P,A4'wA- ,d' ,A �,'N 16531,019) 14�P,,.. � �W N ��, ,N Sollid Wasle, 17,971,465 r 14,4311,318 P,540,147) (2'29Q',614) (1,249,533) Reet 5644,807 4, ,i (1,471,1 ,' i... Transit 7� ,&55,843 (1,021,674) (2311,262) (998,412 haste Mier 3,475,188 3,061,764, 413 4214),057,801 52,927,051 (11,130,750, ( �) (373,074) r q r ff I �7f 1 pl Y I J/ Y I fi (7,007,573) (4,123,177jj OWN w mei. mmm , Majo rite,of departmients, replorted tower than expenses. Engineering& Publ k taut l gni significant, i ed increases-in costs of sterids and fuel due to, ill imp 11 i �. f , ...,,,. V? Expen,ditures2022/23 2022/23 Variance I .... Benefits, mm. _.._.. .._ _ _ Wages Net Cost co .� I � Grants ® 5�� ' 72. 74,130.... r 1111,,. _._ iu � Service Costs(includes d1111,,„ ac, ments/Professional Service 201,791,257 19 492x20 20,41 „56,01 _ 1 6 ... ..... . .. �, .. , t� i i 10,0871,243 10,276 394�'Jj Water Ntaut�,,.,��n„ rant Fee .1�e .... _ _.... 1111,, im,m ..... .. .... ......... .... Vehicle Maintena aid Fuel 8,238,840 5,817 00 2 4211 84 tb � l u� r� 9 t r� ��� lies/Tools/N' � � " t � „� 5, 5 , 3 0, .,I " 1111., __......... _ „, . w Grants to n Heat" leis Water 2 949 1 1 968 � „m ,.....��_ .....__ __.... .... .... .. . ,,,1111,,.. -__.._.w�---... _ 1 1.„1111,, 1111,,.,,„ �,,,,,,,, Street Li t ,355 685,.1 2, 551,500 1,85 nt /Riei ' t , , renl ,772085, 624,482 1471,603 _...�.. . .... _..... .... ... .. 1111 ..,, ......... ._ _.._� . .. .... ... _. tt Ct r j !j� � � ��p t.... � "�,593,602 �� 1,� 54, 1151,81)—'------------- .. Allowancefor Uncolleictible Taxes/IReceivables/DUP 221,,440 920000 Vo .. _ . ... .,mmun ication .j. .....ent... ..... 789 ____. Cost e 963„x"27 � ', 6 � .,.,,, .,m,,,.�1111 . „n, ,w, . ecyri'�s463 487,200 1 5 Traini Education/Travel/Conferences/Meeting, .......... 18,62,565 . .. ,., ..11.11,, , , Licenses/Permits)'Eas,lerne tits, 490,447 548,387 711940) commu Event's. �319158,6 33,50,00, 414 1111 1111,,. Cost CL of 0,I .. _w._m...._. _ _.. s1n /Promotion �� 325,7010 E Pos e/Courier 2,27,74,13, 236,150 .. Professional I q mrshl s/Fees/s S ' ions7� „837 � 19 2,37 4 . 2„537 ..®Low I ncome Rebate � �, �1111.... ..... ............. .._�_ __ , , '1 x„216,928 ',2 , ` Jll xbut r $172114708117 $162%22311,986 91923,832 :Oje ndjtuj*s(E�Xcluid �w e Ni pN +Vi! IYM NI 12 ..C Actual u c a .............. .. __._.___. . Expendiftures 2022123, 2021122 Variance .v�. ., �,,,...,., _...o.... .... Wages,and ein( �� Net Cost e /E �l rnept Grants 25 5,2 � , .�0 ,,, � 34 231 .......�_. _ m. .,.,.,,.. _. ... �. ... �,,,,,,,,,,,, e 1111. _� . � k.o,, rract� w.... is Professional Service 2791 25,7 2 ,2 51 1 40. Provincial Service Costs(includes,PV,S re92� 1 0 ' ...... 87243 1 142 X54 U �� 1111 ' t+�uid�'Mi 10,0V243............. M,.. 1� P,................................................. .........�!1111 �. N Utility Hydrant Fee �� 7e 7 �3 1.. �..... � � 1 ..... ......... ......... ___..... _ ... 1 NVehicle Maintenance/ sur/ uI 1. 8238„� � 1 x, 7", 2 �I � 7 �,�1 „,, _ _ ... E lui �q i t rjll S fi d'Tools/Uniforms/CI t i ,� � 55 505 � ,, 1 1 5381 15 Operational_...m._ , _ _ 1111. _w.... _ �..._.....� ._._Grants to _..0 rizatnr .............. u , , m3, �,, 691-0,910 �.. �0, 017 7 ......... ... vm........ �n2� � ", all/W' ._. .' Street Iu 2 339,710 �, � .� _..,.Lights, ....... �.. ........ �. .� 11 ... .., 1.. . .. I nur e 1� 2,615 � 1, � 1 g �� 6 1 .. r�_._ .._... su /Corn r� ���� �� � �r�t � �1,5913�m 2 � 1,406,049, 11,875 53 . .. e.. .. ... .._� .. . ., 1111 . ... 1111 1111 1111 ... _.. ;.. ., .. .. _ 1111 . ... � _ � � � �llow for rcalledb � / u blies,DU Telephone/Communication E uuprnient..... ....... 7891540 861x1.6 ..1.. 1I,62 � Cosh Recovery 282 ............ p 1 463,647' 5,8049,9 Training/Ed ucation/Travel/Conferences/Weetings n 5 5_ _., 0 ._�.. 1 963, .�.. , ' Licenses erm,its/E as,ler� t � � � � l �. � � 2 ,59 ....1111.. .. ,,,,,,, CNI 429 Community rub t 1111 .. . 111. 1 .. .r �................. Cost' Sal 1� 1 265 2716,1111 i, � �X54 I ... 1111 1111 _1111. 1111.. � 1111. 1111 4,, 20 ^ uruur ruuiur 1111 23 ,831' 21I , � 1 22a ,,. 01 . _... 211� ,9 �. 16,249" . Cuuue-,, � "� � ,,1' 16 „ 1 17,1121 emb rsh Dues/Fees/Subscriptions , Low Income , b t 729,70 10,8,x"73 935 1111 ... .. 1111 1111... .. ��. �.. 1111 1111 1111 .. .. � ..,. 7 1 2 � 28 m� a 1111 1111 1111 1111 1111 1111 � �..�,........ �._... 1111 1111 1111 1111 .. � 1111 1111 1111 1111 ._1.111. Tota]Expenditures $172,147,817 1,, 690 �, i15,548,1127` 150 599 '910 8 331, 199 ExpaOdftur'os(ExcluidingH a,;) 16 I 13 ��//���,,,, ,, ✓ iii ////�/ J P"resel", tat, Co u nc i Step l Classify,'department revenuesl�si i lic�I source, and expend iture ygovernmentfunction / � 1, � i / c,,, � / / /i „ i / / 1 Transportation 'Iw('00Services (� oa im ,uGeinetal Tr ansit 1; rl tri l $n r s:t Allocations(~short term/long" term ME I /. ✓/ir< / //a ,/ / /iii% /r//%/ / . lin r t Allocations short,term/long termEnvironmental -*Assess,rnent Services, Health nterest Alloca l (shoe term/longterm) Elam ,. FNM / r J r Protective Flu'sr � Recreation, Culture -Theat" IInspielction,ServicesParks Gr n nterest Allor- ion s('short rr 'l nterm) Interest Allocations(short rrn l rrterm) �Public Health jQ r / and Welfare Environmental ........ ............ il�//4111�11/11�,-,,,"a ,, M, gg Development 1r Tri, w� N � �� Services 14 Pr�ii qIN Upej," �/ "') r"Al c %IYi I;,1 purro�,a' . PSAB FRA � d I'lf" iiion �uu n I p Step , Report annual surplus as,transfer to operatinges,er . . Operating, surplus, � tjl loin scat Financing,&Transfers--1119, T ',rstolfrom S erre Fund -,krransfersto Ca,pitialFund, rr a Ile.J-Dass Road Contribution 2,0273 20,22 Annual Surplus,Councill Format (71S,,389) 160,2410374 rplus transferoperating reserve 7 151389 (16x2411374) Annum-Surplus,FRS )111 l" 1I11+�1I1+,111�,11�ii�1/���r � Ulod bnlvwiq�qow ivid rmqd,, my , �� ���� ������I,l,nIt„qi ny,��� � �,� q��������� ���,�������,, qw �IN C , w !! 1 i��Ill�upyViiui�u��l��l Y�I��r'a)Y'r7 Illfl(fffi ISI ul�i� I 15 ig' (' 5, Pei ai PBf " i I)i FRAM P ion " , � .,, resentat Legislative Requi There is no, acceptable sub i to dor "generally accepted accounting principl HloweverF s,tnce the applicationsuch principles, will not always produce the requirements of'particuliar l s, tion it may be nI c s , � latter specially e il statements and reports. mum'�murrsremmi�uuuuum�uuuuuuuuuuuuuuu�m�uum���mm i �y �amu�iw�ummlmmmm�umuuuuuu m _aw�mur� uuuum���i��i��mmi�im�mmmmimmimm WAT ER UTILITYARB) CIBRM(FRAM) Capital eons Accrueddebenture,tnterest P,SAB,,-. Reported as, revenue when CVicationand sick benefit accrual received N'EW ARO Standard(Asset Retirement obfigation) UARB: Deferred and amortized on the eeu,obligation basis of the funded asset PSAB: Meets 14 definition liability Depreciationtl must be accrued. PSAB: Expense, FRAM: Not required under legislation UARB'- tireReserve , HOi mmi mmmmmmmmmm�mmmmmmm m Www iwwmuuuu 16 CPOre�sejntation, iii i vr�r��i CBR.M �� /rr- yr`�1, fP r l�1P'i�1) I �i 1, ��i��f i�f` ��%�' '�y�yi ri Hr/p�/�t,�r���.i/pi� Jl.:� /r :,���/�„/U1 'bra �Ji/ai/ni �i,�� ��j(e&�;ilr�f�rl�& fJt��� wi/ „��uM 1 ,i�.�i�,�z.,;. 1j . FRAM ;( r �!h r ,.,q Step 3: Adjust accruals recognized under, PSAB. 2023, 2022 Cape Breton Regional Municipality 5:3 .Si hange In Fund Balance Decrease(increase), ��'in accrued,,,,,,,o ��l�ut �. 560294 281 (1,72�� 19)) e� �� �� , 20,23 2022, (increase) 75313,38 ainterest �,�,.m,,... REVENUES Dec rea se P ncrea s e)a n accrued pick be nefits � ( „„ ' ,1 )� 55,470 T 1r19,087V 257 118,064,10; .., Grants in lou of a 5 Decrease( re , )inaccrued vacation entitlemem, 2,540,1,6 (154,148)' ar as,rwovidedtooa ert mfp�,nh 1,145,521 r01 Was of suvices 4,177,309, 179„5' R v nwce froml Own wurcas 11 876,533 11;,211,569 x- rwlcom5g15amR tiansfus Own othet HA 571140p293, (1,073 LGE IN FUND BALANCE(PSAB') 159, ftmal man'm Rom ftr govIe'li'�il en 4,50%846 4160,247 17-2, 3,02-13 176;746271 PSAB,WIND BALANCE COMPRISED OF: , EXPENSES ,,,,nm,. ., rl 1 govemil w wl�; i� , 1'5,95„01!5 '15,2,24,793 1 � 281) Transpodabon soMmi 41,239,284 35,242,511 Deficit _ 54.704,383 53,053,516� Public MO ua and w ohne s ml X97 I21569 ,12�N01 �Wlifu Eptiv dewelopilenl services I,,228,57R 1,1511,472 �Sll �nefit accrual � (2 0 75 2'910 ......__ ...__ ( �, 87) Recfea,6 pa villw l c 11i,�C�9w5d�r 9.752,6 91 15,28209 �Vacatlon accrual�m (50,1121743) 1 lb067 151,121,354 f,� 5 � 1 9�� r FI hC1 AND TRAM FE Deblentate and lefm Wan pfindpall "I'Fanslef Jo special mseue,funds, 3,589,20D (16,8211,M) ������ ��i ,�:d� ������ -� (1,85Z912)(1,85Z912)�,� �u ���general ��1.'S71� j 75�,� �a .��,� t'� ��; Jill,/ /✓/ �,,, ,/ ,. :,; ,,,>„I, r ,, ,, � r�,i i �-„i/ / CHANGE IN PURD BALANCE (. , 159) WND aALANCE,BEGINNING OF YEAR (6 1 1) (60 717,652) ii%/ % % /% ��� ,/ �1 l / / ✓ //iii/ 6, 1q, 17 Cape B' 'reton iMuniapial*ty�a P CBRM 11 s Capital fund, represents the Munl,,ci*pa,1,11,ty's 'i'nviesiti-nents in capital,,, assets., fund l nc increases for ' all iu Grants receivedor capita] projects,, such as ICIP,ICIand other, si un ing contributions, Monies transferred from our own funds,such, as capital out of operating, x reserves,, capital reserves., Repayment of debentures. As ARO obligations ionare no longer uu i ip l responsibility(ie,. Sale of property to a 3rd party). The fund decreases for depreciation, as well as the addition, of any newlye ni asset retirement obligations unrthe new accounting,standard. "l is,Year's results were impacted y the transition to the, newnda , particularly the recognition the liability for landfill closures that,was previously recognized in the operati'ng fund. 18 Cape r n Regional n ci ity Capital, Fund B eto Cape Breton Regional Municipality, Contributionsfrom Provincial and Federal 191,55 Schedule of Capital Fund and Change in Fund Balance Governments For the year ended March 3 f,2023 (Unaud4ed) $14.21VI-ICIP(Wastewater) $23M Charlotte St.Redevelopment 2.0123 2022 $454K Hawks Dream Field Conti n REVENUES F $425K-PTiA,P/ATA,P,(,Tl ransit) Capital gra,nis $ 18,220,�2:93 3, 14,,463,770 Gain on disposal olassets 4,250,000 $3011OK-WD,equipment 18,22011,293, 18,713,770 0200, of facilities EXPENSES Generall government servicas 945,0,54 2781932, ProtecMe services 1,571,670 1113B5,808, Tfansportaton services 13,7 18,,018,4 8,948,11,090 Depreciation of"assets&inifial recognition of Environmental health services 33,747,977 3,084,859 ARO and Liabilities Recr:eaflon,and,witural services 1,,,6611,250, 1,1,805,1,814 Planning development ser,vices 762,,2'37 736,471 52,415,272 16,239,994 ExCWS70­1­re'v—endes over,expen seS before the follovAng (314,'1,94,7 ,776, Tr a n sfe r fro,rn ga si tax FINANCING AND TRAN SFER S, T'7 nwwA sn'mnm 'e mmm' r f Transfer from�reserve funds 16,,963,,71,2 10,253,779 reserves,capital out of 's c Transfer from genera I oplefafing ftind 0 r t operafing,other,capital Transfer fry water peg`1I kr nd 6:50,000 650,000, Debent u,ire and!term, 11ban principal I nstalm ents 7,96, 2169 r 5 res�erves, 20,72-1,9160 -CM14GE IN FUND BALANCE MOT (8�,074,8 ) 23,195,J31 F U N D BALAKC E,BEGI N NJ NG OFYEAR 291,696,59,9, 268,500,853 Debt Repayments during fiscal year FUS ND BALANCE,END OF YEAR 2:83,621,765 $ 291,696,5,89 19 reton n n Municipaii Capital,, Funding, & Debts ............ Budgete,d Cape Breton Regional Municipality CORNI Capital Pry grm 2,022/23 Budgetcost, Funding Borrowing Borrowing varIVIC "pg.41,18,, 0 Schedule of Long,'Wm D;bt ........yOk"AA1,51�,PMRMWMM .......... ...... lfk........ ch 31',2023 kv L�e year ended Mar 1and and buId ings, 4,363,900 3,,1. $ 224,71S i$ 1,294,759 30373, (2,0,)9,J4J)1 T er m Interesl Balance Balance. ......................................................... . ........ .1.................___ (y,ea�rs), rate-% Malures, March 3V22 Nsued Redearnfad Marich,31123 Centre 2,00 Revi tal i zation S,476,295 �i 10,4600,34S (1,460,345) ........................................................ General Fund Fire E uipment,]A,paratus 0538 11,8%219, 791,,WO 1,077,219 IIAY,C, �q P 791,000 2,167,758 299 ............._,",............................... ......... 32-8-11 tO G 000-3,160, 2,023 379,700 3,79,700 - 9SI,326 2v58704,80 (,10636,1 33-B-1 10, 10,000-3,614 2:023, 936 534 468269 468,265, 34-B-1 10 1,200­1190 2024 31,990,000 '1,330,000 1,660,1000 1Streets and Sidle,walk s 13,,645,350111,570,426 10fi,19,100, .......... .............. 35-A-1 10-20 1.040-3.449 2030 2,1840,000 561ADIDO 21.2,00,000 9.48,) Meet Replacement 1,5Wi,WO, 655, 1 777,111 87815,70 8,50,00o 24,570, 36-A-1 10 1,150-z.. 506 20216 1�122,000, 621*400 2,497,600 .................. 37-A71 10, 1.7,14,-3.073 20,27 4,96.400 827ADO 4,137,000 38,471 10 2.490-3,189 2028 8,382,499 1,197,5M, 7,184,999 Write fter tormViater 3S,,99,7'740 220128969 14J91,220 3" 749 70,685,j587 25�,,162 FCW11 10, 2.250 �2023 7001.000 100,0001 600,0010 39-A-4 I 015-2,561 2029 8,200,000 1,025,000 7,175,000 Plarks,Gr mm and Arenas 920,W0 2,073,693, 1,3121,607 75,,I 40-A-112.376 2031 8;,808JA0 8W,1814 7,92,7,326 086 425100w 3130�0 41-A-I 10 0,500-2 259 210,31, 11,133,600 1011360 10,020,2401 ............ 42-8.1 10 x,847-x.177' 2032 7,593,205, 53,456,873 7,593,205, 8,5016,443,� N_,5 4 fi&3 5, Active Transpolation ............ ............ Tramilt1,7250,wo 21791,107 S13P700, 2,2771,407 9(6j,300 3,371,107 .............. Lon;;Term Debt,­,,Ca #���'ects 2022123 2021/22, Serke Defivery Modernizatibn I,OW,414 271�414 271414) ----- ... Current Long Term Debt,Fh-,iancial Statements 52,543 6135 53,456,873 ................... Library 7500000, 2,000,oDOO (ZOoWQ)' projects) �J, 59,E 20,5 Less,Muni[dpal C Top up 70flI.3 (7^013) Short term borrowing(21/22 capital projects) 8,887,057 8,887,057 Total $72,91,91699 L, &A,000 4,26,8917 �. $ 43,907,109 .................. Short term bairrowing(22/23 capital:projects) 8 0 7 3,10,3 Debt,Repaid 81506,14,43 Balance,of Total D ebt 69,503�,719S 69,937 135 -New Debt $ 8,0731,103, ............. ....................... Changs Total Debt Net I nicrease in Total Debt $ (433,1340)1� ................ 4i�,34 20,863,528 20 w mj K --Oion m,u n,i cl i p ji Cape B,r, n ro"eg,m' 1L A al*W Rese rve, Fu n d CBRM's Reserve fund represents: Prior year surpluses, reserved for operating or other special purpose Capital grants received,, but not, yet spent MOO, Cape Breto,n Rieglo,nal MunlicilpallIfty, P9,58, 0, 00 Schedule of Reserve Funds and Change in Fund Balance Fbr tape year ended March 3 T.2023 Interest,earned during reporting period. Wnaiuddedl,,, Sale of equipment and other property required"to be placed in reserve,(MGA) 20,23, Grants include advances on infrastructure funding, REVENUES, and federal gas tax allotment. Investment income, 789,888, $ 112 3:29 ,038 Sale of properfies 329,8,15, a44"ma Grants 10,720,853, 31,822,124 i t,840.5,56 32.779,31X)l Transfers,from operating,fund include: FINANCING ANO SES A Planned transfers$3.84M lran,511e;fro operafing fund Cu rrent yea r def icit fu Ain g,-$715 K Tran,,Oer to copital fund' Unspent program f'unding,(sustainability,studies,etc) anE P C 'f 'a u ,e ,n r "s n re I mm I nsps,]etc) E�1ect ............ Election reserver nsfe r CHANGE IN FUND BALANCE, T x,sale Tex,, sale surplus,andl annual 0200 CIFaIllocation FUND 13ALANC5,BEGINNING OF YEAR' 211,,82,0 131,161,639 65 1-4 Transfer to capital fund is,gas tax spending and FUND BALANCE$END OF YEAR: $ 152,455,263,=61,1167,6391 planned reserve spending f6r capital',projects,during f isca,I year. 21 /r� IUUUUUU II ��IUuu411'l�oui6ill�Ivu � '"� r r i e' I ilv, AMMON owjr CBRMI water ty n 'Oita and, Operat,ing,, CAPE BRETON Reserve Funds, REGIONAL MUNICIPALlTY Year 2023, Ended 22 Water Utility Consolidated (UARB) CBRM Consoll tod (PSAB) r Cape Breton Regional Municipality Water,Utility Cape Breton Regional Municipality CPlg#,63), PgI 54 Oo Statement of Financial AcHyMes-Operating Fund u0cowater Utillty0pera'ting Fund and Change In Fund Balance �Rir the jm—ew ended Iftch,2 t 20,23 For mie ended March 31,2023 (Unaudvited) M" 0 00111- 2,0123 2022' 2023 2022, Silludg"01 Aduall Actual cnaudded) OPERATING REVENUES OPERATING REVENUES metele'd smlesS, 14,3.22036 S 19,345,9101 lhtve,dsaJ�� S 19"218,619, 5, 19,322,036, 19,345,1910, Publ[c fits proldecton 7,07611391 7,1016,191 PLblefire P(ot"'em,an 7,016,391 7,1076,391 7,076,391, Consumer's interesi 760,912 6611,977 Commof"s inleml 350"000 7K932, 661,9T7 27,10,359 27,024,278 Servke comiections upoo 2310,,693 11 I'm 6,711,9119 11 27,399x052 271961074 OPERATING EXPENSES Source of supply 502�819 OPERATING EXPENSES Power and PUMPIng 1,820"919 1,827,573 Soutce of Supply 5,37,541 502AII9 500,J12 Watef Vealment 4,1967,373 4,5061,364 Power and pumping 1,982,563 1,82011919 tV7V3 Transm,isslon and dislobutoin 4, 939 4,132,811 Water Ireatment 4,,899272 4,967,373 4,506,364 AdminIsliaHim and!geinefal 3,2,06,353 2,856,054 Transmission and disiftution 912,363 5,156"9391 5382,871 Taxes 111,916,230 111,1987,221 Apmal Mll Aftinl0alflon arW geneirial 1161101 3,106,353 2,856,054 16,900,,633 16,4 10,1,94 boo 3,A501,1000 3,706,904 3,729"115 Taxes 2,0401,,806 1,896,230 1,937,221 Excess of fevenues ovevexlpkep!�es befte Me f oillowing 10,267,7216, 10 T4,0 21,584,550 21,2573,17 20,789,310 NONLOPERATING RIEVENUES Eicess expimses Miscellaneow 2301,493 111,796 lbelofe I'lle lol""'WMN 6,40,6364 NOWOPE RATING EXPEN S E S W HON-OPERATING REVENUES Inferesi,on debentures 1,041,977 1,016,5,,8,42: Amoiatabon al delerred,,capdal c4ninbutions 2198,504 Amc;IftaftIn ol debt discounts 241,539 32,545 other 25,16,05 24,151 NUM-OPERATING EXPENSES; Tran0pir,1,19��oaIer cap#al fund 8521AS4 Sfi,66,766 iDebl charges 650.0,00 650,000 PrIvoision for pfin,cipal Fepayment 1,504,500 3,564,500 1564,500 10 263,525, lD,43,913,04 Interest -.1,065,842 1,. 1„ 1,065M2 0 Am,ocl,12,0on of idetpll dikoupts 37,1112 24,540, 32,545, mi Bank fe*Vcharges 204,081 215,605, 24�151 -C—HANGE-fN IftiIIIANCE 1p 21-4,894) 346,576 +0 A owmwmj Caplial expendf[ures out of,opira#ons 1,250,000 1,2501,000 11,373,1152 6,111 e 3 6,0010550" FUND SALANCE,BE 1NHlNG,0F'YEA:A M/M/1 IFUND BALANCE,,END Of YEAR S T 14%821 S 6,914,92'7 CHANGE IN FUND BALANCE 645076 53 3 191 ca Chan In fund bailance(UARB) $533,3if i arenc between 2 repoirting models us in, -Amort.Of Deferred Contributions, ( 298.504, how amortization of deferred, contribution of M Change, in Fund Balance(PSAB) $234,895 $2,98,11,504 is reported. 23 Cape 'Breton Regional M. 1,0ty unijapa i tBei y, C hangeJ '"'U", Water uti,1�1 in nd Bflance - Operating 'Fund Pl 54 to uility Consolidated (UARB) CBRM Consolidated (PSAB) .54) 0 P9.r54 Cape Breton Regional Murt cipal" Schedule of Water Utility Operating Fund aind Change in, alance 23 Cape,Breton Regional Muddpality water,Utility For 0,0 year itmn Mamh,21,20, Statem'rpt of Operating Fund Surplus,(Deficit) (UnaivChrad'), FI March 31,2023 ... 2023 201,22 OPERATING,REVENUE,$ 2023 2022 mewed sia$es 5 19,312,036 S ig 345,9110 Publife(4v pudecto4i 7,076,391 7,076,391 Carmuirner"s Inn erest769,0 32 66$,,977 SUR PLUS(0EFICIT),BEGINN'NI OF YEAR, 5 2,631,979, 5, 1,986,,903, ........................ 27 168,359 27 63-4—2787 OPERA14MG EXPENSES lsoiurce of supply 502,81�9, 51 00A$1 Change in fund balulce 5133,397 645,076 Pmrv'ar and purnping 1,820,9111, 1,827,573 Water treatnilent 4,967,373 4,506,,364 5 63L`l"979 Tf an,s,,miss ton and disInbuton 4"51W939 4,732,871 U RPtU S(DEFICIT),END OF YEAR, 3,155,376 2� A400W'alton and geneiral 31,206,353, 2,956,054 Taxts it,996,230 1,937,221 16,,900,633 16,00,194 Exjr-&ss,al mvenues avefexpen,"s before Ifte loglowung 10,,267,4726 10,6,74,034 NON.OPERATING AEVENUES ell Mistislianeaus 2301,693 $11 39"Gi Difference infund balance NOWOP E IRA T ING,EXPEN$E S hiteire,sl oin 0ebail 110411,977' 4,,065,942 Amodgalgatt oil debl discourils 24,5391 32,545 dueto the act ountingtreat ment for Other 25,605 24�,151 Tranger to wale(caplal fan d 0,52 1,14,04 6,666,x61 Tfaimler to go�rsiecafcapilal fund 650,000 650"0001 previously recognized capital contributions, 10,263,525 10,439,,304 (PSAB), net,of accumulatedamortized C14ANGE IN FUND aALAINCE 234,804 TZ(f 3 7 contributions to,date (UARB). FUND SAIL,ANCE,l,BEGINNING Or WE AR 6,914,927 FUR 6 VA�ANCF,71E-WND Of.YEAR S 6:914,927 .......... 24 Ca e Breton R,e, tona! Mun, icy r 11,11 Change in, Fundncitale , Fund Ut ty Water Utility Consol i dateU R C -: R.::M Co sI l dated S i I g,515 0 Cape Breton Regional Municipality Statement of Investment In Capital!Assets Pg,5 P91",[67 1 R�,Ine year ended MA xA 31,2,023 0 aof Watt Utility Capital Pund and Change I'n Fund Balance F,'or the yearended Afarch 31,2023' (Unau&fed) 2023 20221, 2023 2022: BALANCE,BEGMNING,OF YEAR 91,,661,19127 5 66,724,275 REVENUES C g apflal,ranls Um dett rjafired Total$4814500 3,564,500 3,5,54,,500, Ca,,,Oftal oul of operabons , , 1250,,000 1,173„152, EXPENSES 3,73&304 IT29,115 BALANCE,F-ND OFYEAR 96,476,427 5 91,661,927 Defidiency of revenuF expenses b0are Me foltowing 3,736,304 (1,7219,115) MIS F INANCING AND TRANSFERS Tmnsfei,ft,om water opeia"Bng fund 8,,521,,404 Rfi%:765 Ca pita I Proj ects fu nded through depreciation rese rve a 'it 4jS5,100 4,937,65-1 0 FNO New,Debt,however-217-A-1,refinanced for final 5 year, CHANGE IN FUND BALANCE t FUND BALANCE,BEGINNING OF YEAR 1015,57,,631 96,619,980 'term. 0 D t b�t Balance$183712 5010 e 9 F00'ALA NCE,END OF YEAR 3 110,1,557,631 Cape Breton Regional Municipalfty Water Utility Schedute(13-Capital Debt& Charlyn 0 CFdr Pg'.74 Otis yea?@,&dd Moa'A 11, Ralaftco RVance Charige in fund balanlces equal under each standard in ale 101 Maturlty 1111ereMatch 31,, MAhrth 31, 0, aide Rat#%, 2072 Issued Reuvvmed 2073 ....... 20,22. For 2023,thie difference between the change in fund balances under each standaird,is due to,the 'C' [2 f'O'� u ni r, c( V'-A-1 2007 2022 4,745 4770 S 5.407'.000 S 3: IS 437,01,00 S - recognition and amiortization,of ARO assets,and"flabilit.ies 2ff1-A-r'$ 200!9 2.023 4 9410-$030 lmi�60 4,200,000 30-A-1 2010 �20,25 4,500-41575: 6,750,0100 750,000 61 0010 000 fob r 3,1-,raw-'1 2013 2023 2,44-2979 1'6010"0010 61010,10DO 800,000 for,water tianks. ,34,�A1 2014 2029 2 51165-1792 3.2 ,0 4,00-000 2,800,000 ,Z 5�75-�3 290 19 42-A-1 2022 20,27 M'.010, S, 2�I�921 9dN 0=3 TZ—Tdff�-� 25 tona unicipai eto Wa,tl e r Utl 1,i hn n Fund Balance Reserve Fund Water Utill�ity Consolidated (UARB) CBRM Consolidated (PISAB) e4lona Cape Breton Regional Municipality Wat,er Utility Cape Breton Regional Munlclpalq, 00 , g",69 00 " Stattem&nt of'Special IReservie 'Of, Utility Reserve Funds and C For the year end6dMarch 311,202 3 dge Water I han in Fund Balance C For the year O 31,2023' 20,23 2022 ftJPaudged) Non-shweable Future Watershed Sysco 20213 2"022 debt capital land waterfine qzp accliulsillon maintenance Total REVENUES BALANCE,,, Investment income S 4�3,67 (242) BEGINNING OFYEAR $ 55,368 936,695 $ 33,9a 716,245, 2,047,934 Z0,48.176 CHANGE IN FUND,BALANCE 4,357 (242) interest on Investments, 175 2,971, 1 A2122 - 4,363 (242) FUND BALANCE)BEGINNING OF YEAR 2,047,934 2, ,17 BALANI CE,END FUND HALANCE11 END OF' S'YEAR 2,052,101 $ 2,047,934 OF YEAR 55543, 939,666 $ 140,848 716,24�$=2_052,31�0)13,2,047,934 Operating results and fund balances s ij coonsistent under both sets,olf standards. 26 Cape Breton Regional Municipality Schedule f Port, f Sydney Development Corporation ratanFund and Change Irt Fund Balancle For the year anded March 31;20,23 10 01 fUnaiuddft rWOMMM, Budget i1 2 2022-1 ( Vi ) REVENUES Wharfage and beriftage $ 650,043 $ 596,742 $ 4 27,711 Passenger tax, 785,623 67 97 Events, , 51 b °1,76' Security 1 ,,,64' 27'9,710 u7`' Storage and rental 241 4 255,864 144,30 The, Port ' y FIs 10L Craft miarket 3�LL Sundry 6,473 m 500 35,945 13,557 accountable to the CBRI'M for lbb � rwver ment,I6rw sir g 10,000 144,177 7�1,710 2,045,075 2,446,049 1,074,8he administration of their EXPENSES financial affairs resources, Advertislng,and r ,1i,�n 17J50 16,624 10,860, Bad d6bl' 2,060 1,762 1,666 they,ark owned and Duand fees; 23,540 79,226 6,66conMunicipality. 0 01 Insurance 56,800 68,094 52,070 Events 52.,600 1'3,562 14 � I' Interes,I and bank.urges 3,870 5,212 3,990 As such,the PS,DC's,f inanicial Mis" lce d u inMr tion 8,087' 12,0 92 8,167 results a.re consolidated with ProlesN n.N fees 1,8281!,3811 129,013, C Rentn, 52,320, 52,32 C s own funds to form the Security 160,436 179,831 45,115 nsoliRepairs and maintenance 245,021 225,119, a ,�1 ,7w7 1„1119 10,992 TravelCQ 223,085 17' Statements. Wages,and benefits 1'6,83 4, 8151,895 613,0,59 1,6941,916 1„746„668 223,084 I e` f r nue o expenses for www ouuuuuuuuuuuuuuuuuuum LL the folloyeing, 35D,159 699,9181 148,284), Arnorlizabon alcapdal a, n1s 1(400,010,0) ( 1,14 (3,63J72.) N)n on dis posN of s5i1. 6„500 01 W� : CHANGE IN FUND BALANCE' (4-9,6�')� 7,535 (6111„456) FUND 13A NCE,BEGINNING F YEAR 4,012,078 „,629,6134 FUND BALANCE,,END UF-YEAR4,392,51'3, „0166678 27 u Cape Breton Regional Municipality 119113 C ii t Statementof iw i l it itis F&Meyeare e March 31,202J „ �, '��- 212 i moi, r�e1 r 1r�, 1i4 �'IrTaxes $, 117,421,,345 5119,087,257 1 M ; Cap,M' i FOndX,204,942 e l pro�'i too r Divan men 801, 1,145,521 901,142' Reserve Fund Reserve i nd sagsof sem"cles 3,950µ 4,172,309 1,796,453 Revenue from'Ov eur °e 5,937,01 6075,028 6,260,959 Wicondhion,W Iflansfers kom other e emmernl,e 15,835,818 15„851,579 31,175,895 Conddionsttransfers ftiom,often'f gow,emments 4,3521927 4,754,923 4.631,957 opilia glants28 941,146 46,285,894 1watef MIN tovenflue f9,634,61 0 20,,22,d91 29,119,1693, Investment lrn omie 794,355 11 14102 Pod of Sydney Dewe ppme t I slion 2,045,,07:5 21,01P2 7143,0901 Gala,M sale Of propeAes311,33111 '9311 �rrd �e�er�l •' ,213,522 179,1633,15 220,191„ 4 244,432.F18 PEN S General govemmefit smices 199621080 15,503,740, I r'e1e Me semi es d9„322'515 49,,,1,98„6r 2 47,362,1953, Tilanspolitillon seMces 39,678,,,273 56,957,968 44,190,6011 Environmental he lth sermes 19,293,39^+ (1,093,515) 219711,260 NiNk h,eadkll)and nrmHve serilices 21,575,632 2',1721,96, 2,3201;;,1 nwerrrrnelnt l development uarwius 1 39I`798 11226,578 1,351,72 ea11on and cuff rel se cee 11,754,237 131279,176 11558,525 Consolidated Plan,ni n and evelop rd,auric 762,237' '736,471 ducaff!orrel sews ee 1'5,531,511' 15 534,623 15,93'„n93 Pod of SyeyDevelopment Corpor a n 1,69,'916 2.0 9,014 r tin Walter UM."y pers1+1, 3,17.3 15„75109, 154277,792' Result Operating el Reserve r fo Digi 174,357,11611 1711„1 91 11 J cee e1(revenues ever expenses M d Name571140F,293, (�r 0 �, (80,74341) 2341 4,78 1 , 374,535, w before 1 1�9+,rno ,454,7 2 45,834,968, 66,,333,15 1 or14ze1i ofdd1 co irw1. ,135,112 1059 (9,1,w) W n, k 1 w CHANGE 1 FUND-BALANCES U30-mm.� 5o,752Jd159 �; FUND BALANCES,BEGINNING OF YEAR, X17456n11,9 7 339,369„901 ,.�-. SvN,. -,,,i ,n�iiaigarnv�?iviniamenauviinii � �.a 1rA 11..13 1,111"1 x.,1113 1 __ _.5... » 5 451,353,9i'95111,,, 7 ���M�.;q .� (,50r 1 12831621,17 , ,„ 1, v,, 1 1 � 731 i 030 , � �, „ ,r� ( —,+�iir/n'ur lV/hlda7JJIRdA�',. r� �u1p�!/G//ir�iJO�JrvdmnP�rW� 28 Ay' eton ipla i, Cape Br, Reg,'io�onal Munic*' 1'"t Other Schedules Cape Breton Regional MunIcIpality, Cape,Breton Regional Municipality LPg.5,2 p1g. QhOdule of Re, uneration and Reportable Explenses of Council P19. P9.5 0 Remunerabon and Repodable Expenses of'Senlor Staff Fof the year ended March 3,f,,2023 Fcf,the,year,en&,d March 31,203 Annual Travel" Annual Repodable 'a rid RemurieraflOn Expenses: Senior Sla ff Remunefatim Expemes D-Bruckschwalgef( 3 52,26 S 3,8198, D.Campblel-Ryan $ 110,384 $ 4,623 J.Edwardt(Depu,�,Maya) is, 54,728 $ 4,411 j.CaMlpbe'jj 11 ,806 L GTGreen5, 52,626, 5, 4,900 5 25,96 $ 3 S'Gillespie S 52,626 S K.Dumrag $ 94,652 $ 941 G,MacDonald 3 �5211,626 S 1.360 D.E'vely $, 1,2,5,96,1 $, 1,867 E.MacDonald $ 52,626 S 7340, D,Kacftafarias, $ 125,961 5, 1,344 W,MacDonald $ 23,574, 3, 4,241 ®D.MacDonald S 52,62'6 S 7,814 1 1460nnon $ 1 1781,811A 51 9,1144 El.,WcMulrin,(Dep�-mlayol') S 55,717 5 7,949 k McDougall(Mayor) 3, 153,B48 $ 23,9111 ML RUU3 S 125,330 $ 3,613 D„0,*Quinn 52,626 5 2,305 FAL Seth 5 148,139 $ 8,451 S.Parsons S 52,626, 5, 2,94'O M,Ml sb $ 220,461, $ 10,071, G"Paluch 5 5,,21,626 $ 3,344 R,Walsh S 164,647 $ 1,9115, K"I.Tracey 5 521,626 5 4,429 ;' uuuuuuuuuuuuuuuummuuuuuuuuuuuuuuuuuuuuumm�mim�mummmmmmm 5.2.2(e)Audit Committee,Policy: '�c FReview the overall reasonableness of',CAO,,Ma, r,wid Counditravel,anA 'YO 'cil hospitality,expenses,,, ''s Amounts,ailsso disclosed fur senio,r staff. 29 W ;I Ma I N' 2.0 1 1,reto,n Cape B i n iityv F A I w i, i o,n 't) inancial' Cond'I'm Indicator m 2022-23 21-22 - 2019- 2018-19, Reliance on Government Transfers 15.1% 15.9% Uncollected Taxes 14,4IS'IS% 14.8% � i��� Year,ChangeiIn Tax %i �/ 7.8% J ' Reliance on Single Business or Institution Residential Tex Effort ,.,w �b a .., PON MINES .. ,. �% �/���/� � 'v/ �l�' 1/,'� -;' � ✓ , �i� UJB J � �,� %/ Last Years Years witAccuracy within,+or_5% 'in'the liast five years Liquidity 13, 12 Operating rv , 12.7% Service Cyst, 10.14% 10,3% ' , '', Outsta nd i ng Operating Debi %�%�/ 1, /, �// ///;; �/ 311% UndepredatedAssetsW Combined Operating&Capital Reserves 3111,89%, 39.9%, 30 Cape, Breton 'Regll*onall� Muni I cipal'il"ty ri Condition 'e y M 0 ��ror;,;,r,��iUr�r�r�frfrfrurrnrlrtllUfiai»»»»»uot��t1�1�1»�i�i�i�i�am ,n,»»ra�tl���m�»i�rrtrrrurua�ai�iiiiraiirr�rmvr„,,,�r�oarrarra�iia ai�rr�i Ell. lim IMM rRellance on Gov"t Transfers; TWr7rument Trinsfers 21,5,93,231 Total ReVe,Mfle, 1.4344,031223, f i'w c t I'M a In i c p„N i t Neu i s n 't d e pt"u''ri,q HI e I&iu o n,a mo c r .... ,,, "a.. �,, ” k.,, .,r"i n� n n_, n ,a,... " .e ,:a,u d i.., - B: i: � � .,,� .,rv, �,�u�,.�..,� �;.�. �I,� I. a rr,�,....I .. �,�,. c. �.i.. ,,, Wu�u,�K,c.u�u,�I���wWw n."��Wro�.u���,���lu'w_��w._w�rl�buu�:N�u....�I n�����,��u�,�.�a"wrvlw�,u�Pr u.���la.w��ura:r���.wWu��.��,��."ol�w�..��.���u�m�..���"4f�� ��r����"'b ", ���� b W di g m IV a, lecte Ta i'vab I n e t of at W owra nce) li,6,332,75:7 -114 <.1 r, DID 2 F Total Ti Billed �: �W�w;w�"��^�lo��,a��u.pim-a�rtl�u��Ns�y,�� �� �GUN���ucuuw���i�u�wu�i@��,,uu�;��a_;`*r�.rG�W,,.a r1l cl, "^J'm,i iu�u J..�'cl f t u'UI e cl,e od+w iIX�,���e w mll f ct w f��it I:.A H k`I th"e P 4.N U;: Regional Cape n u Set y DMAijanFinanciall Condi iit I n ral wlr gra- r. 7qutV Fatal Current Assets 50,063,78:11-7 Total Current Liabliftles 30,�155,778 1FiiI Nres� u I t INin,duuu„tn<. S that rq-1n!P%A It,jnici, 3 Ii I"V dic�)e5 ,,,„ re id �i.,,. iQ lµ, w, 1 �..,u„N II E;III"G; Air.,. �I v, i P V IU"G`��II w�,.9 G:.,M�„v_fll Sib U'�U k�7 � �,, IY�h E I U 0"V i� Iuu��Nlr�uW�µ,flp Po������w�$r��u,���fl�.�.wiq�nlw...�.UP"ti Gw I i/%/ %:i / ii Nlq ;,, Operating Reseirve naerall" Up- Totalrtl ,o,IRr i//,, /%✓ " N n Ear n irr+�ludiln debe,nt r'e�aa��w'ments) I"I un Q"u�u a bA iQIla �n� �izv; set u.uffideI-uv't ._,:h �-,s"Z),Iae-��� wet fclI.F„, anr.uI'ed rnexN..iectc.I wubIuuae c�p,u�,s Funds� ���..h a� pmfl . ;,��r°�D ea d,N kr aSrisks„t : U"6U"'ncls' „m Die,bt Se rvi ce Cost Principal/Interw5t on LTO �,: , , Tbt,aI Own Source Rv+rmmr^r-vu 111'e tfl�In�uo�fi�:�11 w�Qk��u�Ir��.�.0 U��°mI°uN��A'����nll�u�,°ul�,.iluDiu�'� Q n crQ UI un&M^k'n dl"p I i6""'d�f the'.f I e fli;Ii b II l�V n.u to!U IY�V•;'::'.r'"R`!�'a��dLUi.Ell!T�."P r r�':�V"u,ow�"W l nr%i"�Il e"v e l'sr t iV_�it'�l l�U�Ir i,,-'' °9 IW o�a i U!��,�0�w x°'.'�'/r t$�A�.,>1�U"VIS'.,'�'r n UI Irl C'IU U-,�as I Li c.11r 11'cIV'uv 9 n'"r 9. Total Operating Debt 14,084,299 Outstanding Oprati ebt 10.7"'Ve 5541 Total NetTaxes:&PIILT ill „I a,rr. .n p .�"r n tN .t u _w ,.�°„ ..I.�...:. raw -�i-w<.-d.,a,m ,.�,V... i i rt i.� ;,I �.,..m,�� -';I`k QUI„.I,flfl.IV�.,�,n:tlil�'rw ��:m.,..fldrU.�1.���win..�d...bar r?,:°.'T�!�.�,: �-�TrrK.:,V!"wM°�II AIU"niN�',,,�I„u�,�.VIpIUY;..N,,:,AI.„„u��Wm fl W�."rU;p».�.:�I.k�"'III..N�"4II��,..�.��'!ITU::., 1 u 7 I��r u.�hl.r p n.����IQ a u.,.� �In-.��n�c..��n I n a�m r.71 fl�u u u,IQ>µa.�9 ���,u � T Q u I� � � �u � �` I "�' �” °� N” 'I two �� t�Irrl a Nr'11 l l' �t! Assets � s To't,all Gross Costof CapitaiAssets 646, .:: �. ,mw � � �� � 2��i�/� T hI ue I,”A u i Ir m b i;u Ifl It N'e i S,ie)c”ucr°Ip f IIr r e N w i,r'w an ,. „„ � .� r.,�useful .x „ � � � .;II I nr nulm�u„ u.ilu� >�u.uor>a �.Iu�1fl�0�.wu�I.°�_n.Ifn�.nla.u�nNm�...w, I� o �� �� �d� „ c I �ry I u..,�o fl.�.IQ a rr�Q u�w�.,�n�u fl...0��uw�u,�_.,i.���I I u...u�,......�„ �.,�,�,p.. Qlmaw�4� n�.�.�"�°Vmr.�T.-au�fl����rr��Nu`n��r�.�Aw.�uu�Im�������Q�����Curo��awauuu�.u �.�QunV�4w��..mri�„�,�n�Nr..��,7_„��..un���I��.�..�fl.�.��e,�r�mp�,�� w��,,,.. � �� ua» Total r"'u""Seve Grund balance m?',q, ,r 1,�`„v'” ' 1' 17/Y"'!';" ,� ��irr ReserveI� taurrt:rrr�' u.u>����,ta�� 4034� "°��: � �,„�., .��� ;%'�i//%%%/��✓'�'�, "''Toluol oeratIn expenses(Incil De preclation) 164, 99,838 I"H e Nw^I)V r%i IV°:01 0!n a,IQ 14 t.y d fl.inr-';`,s n a p I to�hiave � ¢m NImr �.�r,r.WoosW...uu;.f,hw„u Ir �IC�,Q,aw wa,.both� MI. _.'x .,'c.,It._d W. ., - .. „rw,a IF�fl�.al�.µu..n;t T����n urs e%id-fl���In:�m l n°�n�JI'nn a'u,,A�n�u°I res,�u,���, r � � > �, �,I o� .15rr a. �Ir�„n b r�a Ire T.��Ips.IW uv_�.�a_,�.�� �„��u w u,.F.T,h n._� ... �,�II,!µ;�iU�V".:�II -ess_���.�U`u.II.TI II�...II q Cf I(i'IU”��.T•-...n r III.�id�'�,.�k fl w.,..;�II T„�n,,,d„�:,ie�.fl- �a,,.A�IU 6 iG,,,�W�I���U�..'�,�VI..m'V�e i,.L%I V h �Q`Q"II A<I tl tli�A..��q�P.._��,.��U"'� _..w UI"a�',, 7'i ��' NIS` n� U,"'..w. � �.,. .� II„N III�I w 1 w III)J w-","P,'��„�U;'�d'l°N/Ie��,�'�°"nn�m Ir�.�"",tib.?.�`"�,V°a'.;!�V I G U III T ty to,'-j cQ!d re ° 32 , Cape, Breton Regional Municipality Year Ended March 317 2023 "Crippled ppled and crazy, we hobble toward the, finish line,, pen in hand., Sirl Hustvedt "There is no finish line. When you reach, one goal, find a, new one." Chuck Norris 33 ap Breton Regions[ Municipality C nsolidated Financial Statements March 31, 2023 34 Cape Breton Regional Municipality Consolidated Financial Statements For the year ended March 31, 2023 Page Management's Responsibility for the Consolidated Financial Statements..................................... . .....................1 Consolidated Staternent of Financial Positio ...................................................... ..................................................2 Consolidated Statement of Financial Activities.......................... .... .......,. ... .................................................... Consolidated Statement of Change in Net debt.................... , .... ...............................................,..,...,.,..__....4 Consolidated Statement of Cash Flows............................. ..... ............ ., .................................................... Notes to Consolidated Financial Statements........................ .................. ........... . ,, ,. .............................6 Consolidated Schedule of Long-term Debt................. ,.... , , . ................................. ................................... .. 22 Consolidated Schedule of Segment Disclosure...... ...... ........ ...... ............................. ................................ 23 Schedule of Remuneration and Reportable Expens of Cou it an Chief Administrative Officer..... .......................................... .....I...., ., . ..................................................... 25 Schedule of Remuneration and Reportable E ses of Senior Sta .... ... .............. .. ..................................26 Supplemental Schedules Schedule of Operating Fund and Change in nd la c ... ....... . . ......................................................... 27 Schedule of Water Utility Operating F nd and Cha a in rid Balance.............. . . ..................................28 Schedule of Capital Fuad and an Fun Balance.. .... ................................................ . .. . .......... 29 Schedule of Water Utility Ca tai rid ars Ch e in un alance...........................................................30 Schedule of Port of Sydney velop t Co oration Operating Fund and Changein Fuad Balance............... ........... ., ....................................................................., .. . .. .....31 Schedule of Reserve F nds and Cha in Bal oe..................................... ..................................... 32 Schedule of Water ility eserve Fu an hange in Fund Balance................................................. .. .. 33 35 Manage a fs Responsibility for the Consolidated Financi 13 e e is The accompanying consolidated financial statements th Cape Breton Regional Municipality (the "t unicipallty") are the responsibii4 of the Municipality's anagerne nd have been prepared in compliance with legislation, and in accordance with Canadian pub.c se t ecoun ' standards. A summary of the significant accounting policies are described in Note 1 to nsoiidat nanoi aterents. The preparation of financial statements necessarily involves the use of sti tes based on ria a is judgment, particularly when transactions affecting the current accounting pe od c nnot be finalized rwrith ce alnty until future periods. The Municipality's management maintains a sir ern f tote nal ontrols designed to provide reasonable assurance that assets are safeguarded, transacts ns are o rly uthorl ed and recorded in compliance with legislative and regulatory requirements, and rellab ' ancial i or ation is available on a timely basis for preparation of the consolidated financial statements. se sy s are monitored and evaluated b management. The audit committee meets with manage e �t and the ex e 'ors to review the consolidated financial statements and discuss any significant finan i l re 'nternai vont I matters prior to their approval of the consolidated financial statements. The consolidated financial statements have been au d by P LLP, independent external auditors appointed by the Municipality. The accompanyn e Merit Au 'orsport outlines their responsibilities, the scope of their examination and their opinion the nicip lit 's coo lidat financial statements. Jennifer Campbell, Chief ina tal 36 Cape Breton Regional Municipality Consolidated Statement of Financial Position As at Marcor 31, 2023 2023 2022 FINANCIAL ASSETS Cash and cash equivalents(note 3) $ 52}428,301 80,022,594 Taxes receivable(note 16,332,757 17,072,389 Accounts receivable(note 33,368,127 21,643,656 Due from trust fond - 737}817 102,629,185 119,476,46 FINANCIAL LIABILITIES Accounts payable and accrued liabilities{rote 37,383}065 32,194,541 Due to trust funds 17,064 - Deterred revenue 682,576 314#089 Accrued employee benefits 6,186,993 7,080,477 Solid waste management facilities liabilities 561294,281 Asset retirer ent obligation(note 7) 41,43 768 - apital lease{note 8) ,232 44,949 Long-terra debt{note 9) 86,000,433 103}562}470 171,687,131 199,490,807 NET DEBT 69}067,946) (80,014,351 NON-FINANCIAL ASSETS Tangible capital assets(note 10) 466#939,369 4567001,228 Work in progress 49$265,230 25,880,644 Properties acquired at tax sale 1,585,197 1,585}197 Inventory, prepaid expenses and ether 21632,146 2,159,269 520,421,942 485,626#338 FUND BALANCES note 1 $ 451,363,996 408,61 1,987 Contingencies(note *14 See accompanying notes to co fidat ncia On behalf of the Cape Breton I Muni lity Mayo Cl rk 2 37 Cape Breton Regional Municipality Consolidated Statement of Financial Activities For the year ended March 3 , 2023 Budget 2023 2022 REVENUES Takes $ 117,421,345 119,087,257 $ 113,064,143 Grants in lieu of takes 9,204}942 9,396,051 9,436,316 Services provided to other governments 801,140 1}145,521 801,142 Sales of services 3,950,500 4#172,309 1,796,453 Revenue from own sources 5,937,677 6,375,023 6,260,059 Unconditional transfers from other governments 15, 5,8 3 15#351,979 31,175,396 Conditional transfers from other governments 4 52, 27 4$7547023 4}631,967 Capital grants 23,941,146 46,235$894 Water Utility revenue 9,6 19 20,322,661 20,119,633 Investment income - 794,255 112,102 Port of Sydney Development Corporation , 451075 2,3 872 7031090 Gain on sale of properties - 3 ,330 5$094,933 Disaster recovery � 6,213,522 - 79,1 16 220,191,954 244,482,178 E P iS S General government services X62, 16,940,165 15,503,740 Protective services 49} 15 49,198,662 47}362,953 Transportation services 39,673#2 56,957,966 441190,601 Environmental health services 1 {1,093#616} 211978,260 Public health and welfare services 2,575}632 2,721,969 2,320,361 Environmental development services ,439 1,226,578 1,351,472 Recreation and cultural services 1 T7 ,237 13278}176 1145585525 Planning and development services - 762,237 736}471 Educational services 15, ,507 15,534,623 15,282,089 Port of Sydney Development C poration 694, 16 2507 ,014 1,586,256 Water Utility expenses 14, 73 16,753,009 16,277,792 1740, 1 ,421 174,357,336 178,149}020 Excess of revenues over expenses before the following 4,464,742 45,534,068 66,333,158 NET FINANCING AND T NSFERS Amortization of ben disc nt 135,112) (32,059) (91,072) CHANGE IN FUNDA c 4#329,630 451752,009 867242,036 FUND BALANCES,BE I 1 F YE 405,611,937 339,369,901 FUND BALANCES,END OF YEAR 481,363#996 405T611,987 See accompanying notes to consolidated financial statements. 3 38 Cape Breton Regional Municipality Consolidated Statement of Change in Net Debt For the year ended March h 9, 2023 2023 2022 CHANGE IN FUND BALANCES 45,752,099 }242,086 Tangible capital assets Acquisition of tangible capital assets (31,820,918) {45,265,735} Proceeds on disposal of tangible capital assets 336,330 5,994,938 Amortization of tangible capital assets 20,582,777 201332,281 Gain on disposal of tangible capital assets (356,530) {5,094}935) (19,935,141) {24,933}454) Other non-financial assets Decrease(increase) in work in progress 584,586) 6,534,360 Decrease(increase)in inventory, prepaid expense and other 1577) 69,455 (23,857,463) 603,816 DECREASE IN NET DEBT 10,956,405 47}912,448 NET DEBT, BEGINNING F YEAR (80,014,351) (127,926,799) NET DEBT,END OF YEAR (59,057,946) (50,014,351) See accompanying notes to consolidated finan ' I st men 4 39 Cape Breton Regional Municipality Consolidated Statement of Cash Flags For the year ended March 31, 2023 2023 2022 CASH FLOWS FROM OPERATING ATI ACTIVITIES Change in fund balances $ 45,752,009 $ 66,242,086 Items not involving cash Amortization of tangible capital assets 20,882,777 20,832,281 Gain on disposal of tangible capital assets (336,330) (5,094,938) Change in non-cash working capital Takes receivable 739,632 (1,934,621) Accounts receivable (12,224,471) (3,598x542) Inventory,prepaid expenses and other (472,877) 69$456 Accounts payable and accrued liabilities and accrue inte est 5,688,524 3,035,607 Solid waste management facilities liability (58,294,281) 1,727,819 Deferred revenue 888,487 ,270) Accrued employee benefits 893,484} 88,772 Asset retirement obligation 41, 788 - ,754 80,865,650 CASH FLOWS FROM FINANCING ACTIVITIES Decrease(increase)in due from trust fund 754,881 (748,635) Issuance of long-term debt 12,165,705 19$941,740 Principal payments on long-term debt (30,727,742) 25,614,068) Repayment of capital lease 127$11 68x03 (17,934,267) 6T486P999 CASH FLOWS FROM CAPITAL ACTIVITIES Acquisition of tangible capital assets 1,252,52{4) (45,265,735) Proceeds on disposal of tangible capital ass s 3381830 5,094,938 Decrease(increase)in work in progress (23,384,586) 61534,380 {54,300,780} (38,638,437) INCREASE IN CASH AND CASA IV T27,594,2 ,72x24 CASH AND CASH E IVALE S, N Gi)rF�YIEAR80,022,594 39,280,880 CASH AND CASH EQUIVALIEENTLE2D OF Y A 52,428,301 80,022,594 SUPPLEMENTAL CASH LOV1 WWI See accompanying notes to 0o idte Bial aternents. 5 40 Cape Breton Regional Municipality Notes to Consolidated Financial Statements For the year ended March 31, 2023 . CHANGE IN ACCOUNTING POLY Effective April 1, 2022, the Municipality adopted PS 2 0 — Asset retirement obligations as set out in the Canadian public sector accounting standards. The new accounting standard addresses the reporting of legal or contractual obligations associated with the retirement of certain capital assets and replaces existing standard PS 270—Solid waste Landfill Closure and Post-Closure Liability. In accordance with the transition provision of PS2 ,the change in policy was adopted on t prospective basis as of April 1, 2022. In accordance with this new standard, the Municipality h re cted the following adjustments as of April 1, 2022: a A decrease to the solid waste manage nt d Ilabi i ' of$56,294,281 under the former standard with an offsetting decrease t mental h sear expenses. • An increase to asset retirement o liga i n of $41 627,954, an ' crease to tangible capital assets of $6,323,835 for llablliti as agate wi assets still in use and an increase to expenses of$35,304,119 for ass is w ar not onsidered to have a future useful life. . SIGNIFICANT ACCOUNTING POLICIES a Basis of presentation These consolidated financial stat ents of the Cap e Nonal Municipality (the "Municipality" have been prepared, in all materia Nmspe s, I cor n e th Canadian public sector accounting standards. {b) Basis of consolidation These consolidated financl I statements eflect th sse , liabilities, revenues, expenses and changes in fund balances of all f rids f the un cOak . Th unlclpalit r is comprised of all organizations, committees and local b and accou able for the ad istration of their financial affairs and resources to the Municipality an t are o ed controlled by the Municipality, Inter-fund and inter-corporate balances and transactions hav en elt ated. The entities included are as follows: • C peratin }capital an erve ds of a Cape Breton Regional Municipality • perat' g, ital a sere tends o the Cape Breton Regional Municipality Water Utility A Fort f Sy ey Developmen Cor oration c Segment informa The Cape Breton Regional 'ic'ipality ' a diversified entity that provides a wide range of services to its residents. For management r ing purposes, the Municipality's operations and activities are organized and reported by fund. This presentation is in accordance with the Provincial Financial Reporting and Accounting Manual and was created for the purpose of recording specific activities to attain certain objectives in accordance with special regulations, restrictions or limitations. Municipality services are provided by departments and their activity is reported in these funds. The services provided by these departments are as follows: 41 Cape Breton Regional Municipality Notes to Consolidated Financial Statements For the year ended Marcor 39, 2023 2. SIGNIFICANT NTI POLICIES(CONTINUED c Segment information(continued) General government services This segment is responsible for the overall local government administration and delivery of public health and welfare services. Its tasks include direction for Municipality services, such as planning, engineering, finance, and information technology in a ere ce to the Municipal Government Act. Port of Sydney Development rent or oration This segment is responsible for the operations f th rt of ey, through its subsidiary Port of Sydney Development Corporation. Protective services This segment is primarily responsible f r p roe, f r pr taction and bylaw administration for its residents. Transportation services The Municipality is responsible for aintenance of ce loc roads, sidewalks and street lights within its jurisdiction. Environmental services This segment is responsible for the main ance d operations of waste, surer and storrnwater services provided to residen and r custo rs. tasks include the provision of waste collection, recycling and composting rou com 'nation of i ow and contracted workforces. Recreation and cultural etvi This segment is respon ` e for ori ing and offering recreation opportunities and activities to the Municipality's residents, sped 'ng in intaining and assisting recreational facilities within the Municipality such parks, ar an ar-ies. Planning and d eloptIfient se-Nicas This seven is re sible for Ian use planning, issuance of development permits and approving subdivision applic ns in rdanc wit the Municipal Planning Strategy. Educational services This segment is responsible for the ollection of education rates on behalf of the Province of Nova Scotia. Water Uti lily This segment manages water treatment and distribution facilities and services within the Municipality and includes activities such as plant operation and pumping, water treatment, transmission and distribution. 7 42 Cape Breton Regional Municipality Notes to Consolidated Financial Statements For the year ended March 31, 2023 . SIGNIFICANT ACCOUNTING POLICIES(CONTINUED) d School boards The assets, liabilities, taxation and other revenues and expenses with respect to the operations of the school boards are not reflected in these consolidated financial statements as they are provincial government entities. School boards in Nora Scotia were created by the lir vine under provisions in the Education Act, and, under provincial statute, every municipality is requi ed t make a mandatory contribution to its school board. The mandatory contribution is set at the v lue of the ucation Rates set by the Province each year, multiplied by the previous }rear's Uniform Ass srn The ding for this contribution to the Cape Breton-victoria Regional School Board r overed by t unici sty by an area rate levied on the assessed value of the taxable prope ars business occupancy ssments and is shown as an expense on the consolidated statement fin cial a i ' ' s. e Trust funds Trust funds and their related operations a i t red the Municipality are not included in the consolidated financial statements}but are reported se ate l Trust Funds financial statements. (f) Fund accounting The resources and operations of t Mu re comprise of the operating, capital and reserve funds. Transfers between funds are eco ed as justments to the appropriate fund balance. Supporting schedules to the consolidate financial taternents are included to show the financial activities and change in the b each fon g Basis of accounting Revenues and expendZures. are re rded on the ac i_iai basis of accounting. The accrual basis of accounting recognizesnues the are earned and measurable; expenditures are recognized as they are incurred and measur as a ult of the receipt of goods or services and the creation of a legal obligation top h Cash and cash quiv eats The Municip ity c id rs cash on an deposits held in backs net of outstanding cheques and deposits and to rarer lira of credit nd verdraEfts as cosh and cash equivalents. (i) Financial instruments Initial measurement Financial instruments are measured at fair value when issued or acquired. For financial instruments subsequently measured at cost or amortized cost, fair value is adjusted by the mount of the related financing fees and transaction costs. Transaction costs and financing fees relating to financial Instruments that are measured subsequently at fair value are recognized in operations in the year in which they are incurred. Financial instruments consist of cash and cash equivalents, takes and other receivables, accounts payables and accruals and long-term debt. 43 Cape Breton Regional Municipality Notes to Consolidated Financial Statements For the year ended March 31, 2023 . SIGNIFICANT ACCOUNTING POLICIES(CONTINUED) Subsequent measurement At each reporting date, the Municipality measures its financial assets and liabilities at cost or amortized cost(less impairment in the case of financial assets), except for investments,which must be measured at fair value. The Municipality uses the effective interest rate method to amortize any premiums, discounts, transaction fees and financing fees to the statement of revenues and expenses. The financial instruments measured at amortized cost re sh and cash equivalents, tax and rates receivable, other receivables, accounts payable an ac ued liabilities, other payables and long-tern debt. Impairment For financial assets measured at cost or am i cost, the Muni ' liter r ularly assesses whether there are any indications of impairment. if her is an indication of imps ent, and the Municipality determines that there is a significant adve e c ange i the expected timing or amount of future cash flows from the financial asset, it recogniz an i air nt f ss in the statement of operations. Any reversals of previously recognized irnpaire sses recognized in operations in the year the reversal occurs. Unless otherwise noted, it is man ernent s at the cipality is not exposed to significant interest or credit risks arising from i nciencs. {i) Tangible capital assets Tangible capital assets acquuir a ar aig atio ,on August 1, 1995 are reported in the statement of financial position at cost et of accu lated am i ati . All tangible capital assets acquired prior to amalgamation have bee wri n off. Th y are amo ' cl on a straight-line basis over their estimated useful lives at the foliow' g r es: Basis Rate General Fund BuildingsStraight-line 40 gears Equipment Straight-line 5-10 years Streets Straight-line 50 years Sidewalks Straight-line 20 years Traffic lights Straight-line 20}rears Recreation facilities Straight-line -40 gears Industrial parks Straight-line 40 gears Waterfront development Straight-line 50 years Wharf—Sydney Marine Terminal Straight-line 25 gears Garbage collection and disposal Straight-line 25 years Sewer collection and disposal Straight-line 50}rears Vater fund Structures and improvements Straight-line 75 gears Equipment Straight-line - o years Mains Straight-line 75 years Services and otherStraight-line 50 years Meters Straight-line 20 years Hydrants Straight-line 50 Years 9 44 Cape Breton Regional Municipality Notes to Consolidated Financial statements For the year ended March 31, 2023 2. SIGNIFICANT ACCOUNTING POLICIES(CONTINUED) Basis Rate Port of Sydney Development Corporation Equipment and signs Declining balance 20-30% Building Declining balance % Compound Declining balance % Exhibits dining balance 20% Computer equipment eclining balance ora full year's amortization is taken in the year of a uisi Reserve funds Certain amounts, as approved by Council o the unicipality, are set asi in reserve fonds for future operating and capital purposes. Transfer to nd or ro reserves funds are an adjustment to the respective fund when approved. (fit) Government transfers Government transfers are recognized in the consolida finance statements in the period in which events giving rise to the transfer oc r, pr transfers a uthoried, any eligibility criteria have been met, and reasonable a timat of tin punts can be ma i Deferred revenue Deferred revenue represents user charges} reps ent of takes, and other fees that have been collected, for which the rel d servic have ye o be erfored. These amounts will be recognized as revenue in the fiscal ye r th "ccs re perl:orm d. (m) Taxation and related re nu Property tax billings a eepared b the Municipality based on assessment rolls determined in accordance with Province of Scott lslation. Tac rates are established annually by Council, incorporating amo�s t bo ed bo ed oval s ices and the requisition made by the Province in respect of edu tion Tax n rev es are recorded at the time tax billings are due. Assessments d t related pr rty xes are subject to appeal. Tarn adjustments as a result of appeals are r cord hen the resui of a appeal process are known. An allowance for unresolved assessment app is ais ovided. (n) Port of Sydney Developme orporatio revenue recognition The Port of Sydney Development oration recognizes revenue from the commercial operations of the Port of Sydney is recognized when the services are provided and the customer takes ownership and assumes risk of loss, collection of the relevant receivable is probable, persuasive evidence of an arrangement exists and the sales price is fined or determinable. Amounts received in advance of the provision of services are recorded as deferred revenue. Restricted contributions for the purchase of capital assets are recognized in the year in which the capital assets have been purchased and all liabilities relating to the asset have been cleaned. Unrestricted contributions are recognized as revenue when received or receivable if the amount to be received can be reasonably estimated and collection is reasonably assured. 10 45 Cape Breton Regional Municipality Notes to Consolidated Financial statements For the year ended March 31, 2023 . SIGNIFICANT ACCOUNTING POLICIES(CONTINUED) o Employee future benefits Employees of the Municipality participate in the Public Service Superannuation Plan ("P P"), a contributory pension plan administered by the Pension Services Superannuation Plan Trustee Incorporated, which provides pension benefits based on length of service and earnings. The Municipality is not obligated for any unfunded liability, nor is the Municipality entitled to any surplus that may arise in the PSSP. Employer contributions are re og . ed as an expense in the period. (p) Use of estimates The preparation of consolidated financial state nts onfor with Canadian generally accepted accounting principles requires management to a stirnates d ass tions that affect the reported amounts of assets, liabilities, the disclosure o con "nencies and the orte amounts of revenue and expenses in the consolidated financial state eats nd ac or parrying notes. Amortization is based on the estimated us ful li es of pita assets. Takes, rates and other receivables are s d after valuation as to their collectability and an appropriate allowance for doubtful accounts is provi where sidered necessary. Asset retirement obligations are r cog upon as ties and estimates related to the amount and timing of costs for futu rem nd site restora io By their nature,these judgments are su ' ct t sur ent uncertainty,and the effect on the financial statements of changes in such estimates a d assu tions in future gears could be material. These estimates and assumptions a regi d perio ' ally d, as adjustments become necessary, they are reported in excess of reve es exp ses in the ear in which they become known. ( Asset retirement obligat' n liability for an asset r ' ent o iga' n is recognized at the best estimate of the amount required to retire a tangible capital asset corm nt thereof) at the financial statement date when there is a legal or contractu obligatio r the nicipa' to incur retirement costs in relation to a tangible capital asset o co thereo the p transaction or event giving rise to the liability has occurred, it is pec d that future ono is benefits will be given up, and a reasonable estimate of the amount can ma he best esti to f the liability includes all costs directly attributable to asset retirement activitie , ased infor atio available at Isar 31, 2023. The best estimate of an asset retirement obligation into ates a res nt value technique, when the cash flows required to settle or otherwise extinguish an asset re a obligation are expected to occur over extended future periods. When a liability for an asset retirement obligation is initially recognized, a corresponding asset retirement cost is capitalized to the carrying amount of the related tangible capital asset or component thereof). The asset retirement cost is amortized over the useful life of the related asset. For asset retirement obligations associated with tangible capital assets no longer in productive use, the Municipality recognizes an expense of the same mount as the liability. 1'l 46 Cape Breton Regional Municipality Notes to Consolidated Financial statements For the year ended March 31, 2023 2. SIGNIFICANT ACCOUNTING POLICIES(CONTINUED) At each financial reporting date, the Municipality reviews the carrying amount of the liability. The Municipality recognizes period-to-period changes to the liability due to the passage of time as accretion expense. Changes to the liability arising from revisions to either the tinning, the amount of the original estimate of undiscounted cash flows or the discount rate are recognized as an increase or decrease to the carrying amount of the related tangible capital asset. The Municipality continues to recognize the liabili u it it is settled or otherwise extinguished. Disbursements nts made to settle the liability are deduc d fr m the reported liability when they are made. 12 47 Cape Breton Regional Municipality Notes to Consolidated Financial Statements For the year ended March 31, 2023 . CASH AND CASH EQUIVALENTS(CHE UES ISSUED IN EXCESS OF FUNDS ON DEPOSIT) 2023 2622 Operating funds $ 11,301,878 45,686}283 Deserves funds 741487 157 61,250,926 Capital funds (34,397,172) (27,639,589) Port:of Sydney Development Corporation 1,036,438 730,974 52,428}301 $ 80,022}594 r TAXES RECEIVABLE X23 2022 Gross taxes receivable, beginning of year 20,147,239 7,661,396 Current year's levy of property taxes 113,370,493 112,194,126 Subtotal 133517,778 129,855,522 Less Current gear's collections 11353801421 110,150,733 Deduced taxes 729,799 108,773 Allowance 838,344 (551,264) Gross takes receivable,end of year 13,569,394 20,147,280 Less Allowance for uncollectible xes 2,236,547 3,0747891 1=1� \. Taxes receivable, net $ 16,332,757 $ 17,072,389 . ACCOUNTS RECEIVABLE 2023 2022 Federal governm t $ 111259,662 $ 5,316,719 Provincial overnM- 10,689,564 5,332,467 Due from general public 2,556,766 2,212,053 Water rates receivable 102830X9 '10,671,319 35,336,323 23,432,563 Less allowance for doubtful accounts Operating 598,638 8931573 Water rates 869,558 595,329 1,468,196 1788,907 $ 33,666,127 21,643,656 13 48 Cape Breton Regional Municipality Notes to Consolidated Financial Statements For the year ended March 31, 2023 . ACCOUNTS PAYABLE AND ACCRUED LIABILITIES 2023 2022 Trade accounts payable 27,743,971 21,869,497 Payroll and related 1;770,039 1,892}191 Accrued liabilities 5TO69,883 5,433,583 Tax sale trust 3,299}172 2x999,270 377883,065 32,194,541 . ASSES'RETIREMENT OBLIGATIONS (a) Solid Waste Management Facilities Liabilities The Nova Scotia Environmental Protection Act e fabli hed repLkllatory requirements for the closure and long- term maintenance of landfill sites. A require nt o the A is t at the Municipality is required to plan and provide closure and post closure rnaintenanc f their III Si s. Within the former municipal units of the GBRM, there a six r former municipal landfills operated by these units. The included Sydney landfill, County of Cape n Ian ill & incineration facility, Woodbine landfill operated by the County of Cap Breton, o. II in e Bay, the Louisbourg landfill, New Waterford landfill operated near Scotch wn other small sites in Dominion, Sydney Mines and Glace Bay. Two of the larger landfills, Sydney landfill and t No. landfill in Glace Bay were considered properly closed in the1990 s, however,t ere are s' 4 some at rn 'or landfills and several small sites that require varying degrees of monitoring nd/ clo re tivities as r e regulations. Activities required for thes sit vary nd include but re not limited to groundwater monitoring, well installation and monitoring, deline on, 'e security, landfill gas delineation, leachate quality monitoring and possible treatment,ent, site cappin d gen site tidiness. The assumed esti at cost for pro ,non 'ng, lanning, closure and post closure activities for these sites is $35,374,959 hic have dis rated to the present value using a discount rate of 4.00% per annum. The esti to i based on the is r hectare associated with the closure of the Sydney landfill extrapolated over aining stares to be clos d, adjusted for inflationary considerations and discounted to current values. b Asbestos obligation The Municipality owns and operates several buildings that were constructed prior to 1991 which have been included under P 3 -Asset retirement obligations as it is unknown if asbestos is present. The uncertainty could present a health hazard upon demolition of the building and there is a legal obligation to remove it. Following the adoption of PS 3280, the Municipality recognized an obligation relating to the removal and post-removal care of the asbestos in these buildings as estimated at March 31, 2023. The estimated cost for removal of asbestos have been discounted to the present value using a discount rate of 4.00% per annum. The transition and recognition of asset retirement obligations involved an accompanying increase to the buildings capital asset carrying value. 14 49 Cape Breton Regional Municipality Notes to Consolidated Financial Statements For the year ended March 31, 2023 7. ASSET RETIREMENT OBLIGATIONS(CONTINUED) c wharves The municipality owns several wharves that fail within PS 3280. Upon retirement of these facilities,there i an obligation to eliminate any environmental impact by removing and disposing of creosote treated lumber. Estimated costs have been discounted to the present value using a discount rate of 4,00% per annurn. The transition and recognition of asset retirement obligations involved an accompanying increase to the wharves capital asset carrying value. d Refrigerant The municipality operates several facilities that fell wi ing 80. retirement of these facilities, here is an obligation to eliminate any environmental irn by remo ' and ' using of ozone depleting refrigerant materials. Estimated costs have been disc anted to the pree al using a discount rete of 4.00%per annum. The transition and recognitio of set re' rnent obligations involved an accompanying increase to the buildings capital asset carrying slue (e) Fuel tanks The municipality owns and operates several buildings th ontain ove and underground tanks that fail within PS 3280. Upon retirement of th 'ities, here is an lig ion to eiirninarte any environmental impact and restore the land to its prix state. Estimated no een discounted to the present value using a discount rate of 4.00% per annu . T trans ion re gnition of asset retirement obligations involved an accompanying increase to the but `ngs 'itai set carrying value. Changes to the asset retirement yafi the ye are follows: 2023 Opening balance $ Acquired upon adoption 411627x954 Accretion expense 52T813 Liabilities settled 9=999 $ 411430768 8. CAPITAL LEASE 2023 2022 Bank of Montreal,al,2. %, repaid during ear $ - 44$949 Bank of Montreal, 5.53%, repayable in monthly installments of principal and interest of$10,720 commencing July 2022,maturing,dune,2027, secured by equipment with a net book value of$470,036. 486,232 W $ 486,232 $ 44,949 1 50 Cape Breton Regional Municipality Notes to Consolidated Financial Statements For the year ended!March 31, 2023 . CAPITAL LEASE(CONTINUED) Minimum lease payments required in the next 5(five)years under capital lease are as follows: Year ended March 31, 2624 128,642 2025 128;642 2025 128,642 2627 126542 2628 32$160 546P728 Interest included in minimum payments 60,496 486$232 . LONG-TERM DEBT The schedule attached to the consolidated fi a i stetem is details the various terms and conditions related to the long-terra debt. Principal payments required in each of t ars on debt s at March 31, 2023 aro as follows: 2624 11 956,565 2025 10,482,295 2626 1259023295 2027 7,902,295 2028 7,277,895 16 51 Cape Breton Regional Municipality Notes to Consolidated Financial Statements For the year ended March 31,2023 10.TANGIBLE CAPITAL ASSETS,GENERAL CAPITAL 2023 2022 Cost Add€fioas Disposals Cost A o tizaOon Beginning and and End !Bjntiing Amor€ization clef Book Net Book of Year Trarrsrers W doe-downs of Year f Yeax Adc Knits Ouispposals. End of Year Value Value Land S 14,077,203 185,142 S 14,262,345 . - $ -- S 14,262,345 14,077,203 Buildings ��.. General govemmentser�ees 9,733,954 617,672 - 18,051,826 �� 3,733,301 ���..�y26�,'363 - 3,994,664 6,356,962 6,089,853 protectwe services 18,959,407 349,588 - 19,309,0 2,834,838 4 ,449 - 3,323,288 45,985,718 16,124,566 Transportation services 11,441,645 192,547 11.634,1 2 ,F89 573 292,027 3,481.700 8,152,492 8,251,972 Environment:M services 33,238,344 22,630 33,260 74 ,441 388 831,525 13,277,913 19,983,661 2D,791,956 Recfeabon and witui-a3 services 29,271,865 28,041 29,29 906 7',�AD6 783,670 7,935,276 21,364,530 22,070,253 Indus#rial parks 4.084,104 -- 6,712 27,103 - 683,815 500,289 *527,392 Asset�ebrement afxl[pation - 699.727 699,727 - - 698,777 - 103,729,319 1.910,246 105,639,535 ,51 2,634,137 32,596,655 73,D42,879 73,766.800 Equipment General govemment services 3,007.560 � - ,�,007�.6Q�._ 2,906,02' 33.179 - 2,941.203 66,357 99,536 Protective services 19,168,195 2,1+45,766 - 21,3�3,9� � 1; 1,685,221 - 18,462,749 2,951,204 1.70,667 Pabl[i waAs 45,640,219 4,116,777 - 50,756;896 / ,230,743 3,513,052 36.743,795 14,013,201 13,409,476 Environmental health services 13,850,293 15,272 13,885,476 �i 3,794,609 17,135 T 13,811,744 53,731 55,584 Recre"on and cuAural services 1,921,819 - ry 921,818'. 1.728,479 51,936 1,780,415 131,404 193,340 84,587.958 6,277,907 90,ft�JB03 6.39,383 4,710,523 T 73,749,905 17,115,697 15,548,613 Othef General gayemment services 742,+494 - 742,494 742.494 - 742,494 - Road Iransport 204,0!)5,551 9,146,321 131728;575 78,112,784 5,576,085 83,668,858 129.553,OD3 125,982,767 Environmental health services 111,695,546 +4.526,426 116,70.x,966 32,572,669 2,330,597 - 34.903,466 81,318,50D 79.122,677' F acreation and cut rat services 24,968,333 573,496 - 5,547,E 23,424,961 871,471 - 24,296,432 1,251,397 1,543,372 Waterfront development 8,975,401 173,777 J419�M�� 4,471 A4 184,235 W 4,655.639 4,493,639 4,503,997 Downtown development 1,697,526 831,078 mm_ �2 528,r 4S D4,., 438,071 65,875 493,946 2,634.658 1,259,455 Wharf-Sydney hrSarine Terminal 22,253,548 - 22,251 mm y' 5 1.977.578 495,024 2,+472,702 19.799.844 20,275,866 � � Wafer Utility assets 180,701,268 2,824,975 f - .)53.6261 44 65,253,819 3.706.905 68,960.724 114,665,520 315.447.449 Port of Sydney Development Go€paration assets 11,190,594 249,915 41 4D,09 6,717,667 317,925 7,035,592 4,405,017 4.473,027 Asset fefimment obligafion-landfill - 5,fl15,770 .015 70 -- - - 5,015,770 - 566,320,358 23,447,753 589,76,112 213,711,747 13,539,117 X27,249,864 362,518,240 352,808,612 768,714,877 5 31,820,918 $ mm S 880,22,499 312,713,649 S 20,887,777 $ T $333,596,426 *406,939.369 S 456,041,228 52 Cape Breton Regional Municipality Notes to Consolidated Financial Statements For the year ended March 39, 2023 11. FUND BALANCES 2023 2022 General operating fund (4,650,518) $ (61,790,811) Water operating fund 7,149,821 ,914#927 General capital fund 288,621,765 291,696,589 Water capital fund 106,3421731 101,557,681 Port of Sydney Development Corporation 4,392,613 4,01 8,078 398}858,412 342,398,414 Deserves set aside by council 4,507x584 83,215,578 1,996 $ 405,61'1,987 12. EMPLOYEE FUTURE BENEFITS a Defined benefit plan On January 26, 2018, the Municipality signed a transfer eernen ith Public Service Superannuation Plan Trustee Incorporated ("PSSP I") to r ension to the PSSP, a contributory multi- ernpioyer defined benefit pension n a red by the P PSI, vwnccl provides pension benefits based on length of service and earni or t thi , t e unicipality Pension Plan was a defined benefit pension plan covering substantially l of i em lcyees. The PSSP is accounted for 16 a defi contrib n p as the obligation to pay retirement obligations does not reside with the nisi Contributions to the P n e req red y both the employer and its employees. Total employer contributions for 2028 re $4, 40 2,753) and are recognized as an expense in the period. b Defined Contributi Plan The Cape Bret Re ionai un' ality Iso provides a defined contribution pension plan. Members of this plan and emp ees of the for er unicipalifies prior to amalgamation in 1995 and part time employees to ' h com cry me ers ip is not directed to the CBRM DB Plan. The contribution rate is funded equally. The contributions for 2023 were 'l3 ,872(2022-$149,024 . c Municipal clerks' pension The Municipality is required, under provisions of the Municipal Government Act of the Province of Nova Scotia, to provide a non-contributory defined pension plan for Municipal Clercs in respect of years of service to March 31, 1998. The liability will be periodically adjusted based on triennial actuarial valuation and differences, if any, between the actuarially determined liability and the liability as otherwise determined. This adjustment will be charged to future operations. Based on the 2013 valuation,the Municipality had a plan surplus of$59,000 on a going concern basis. 18 53 Cape Breton Regional Municipality Notes to Consolidated Financial Statements For the year ended March 31, 2023 12= EMPLOYEE FUTURE BENEFITS(CONTINUED) d Other The Municipality directly provides pension arrangements in respect of former employees. The cost of such pensions for 2023 was$188,157(2022-$181,631). 1 . MISCELLANEOUS TRUST FUNDS S Miscellaneous Trust Funds administered fired by the Muni ipality reported on separately. The total trust assets under administration at March 31, 2023 are$5 17, 022- 14. CONTINGENCIES a s of March 31, 2023, there are a nu er f clai ag inst the Municipality and its consolidated entities in varying amounts and for which vision av been made in these financial statements as appropriate. It is not possible to determine the ants may ultimately be assessed against the Municipality with respect to these claims, but managem believ that any such mounts would not have a material impact on the finan ial pose Municipa i . b The Municipality is the plaintiff in ions roe Ings which have arisen, in the normal course of carrying on its operations. It is net posy a at i tiro to determine the amounts the Municipality may receive with respect to these claims. c The Municipality has guara teed a num er of loa on b alf of various fire departments within GBRM. The total amount out tan ing thes loa sat March ,2023 i $1,123,471 (2022-$1,155,548). d The Municipality has g gran d w ding capital torr ing on behalf of Seaview Manor Corporation at March 31,2023 up to$2 200P000). e) Canadian Environme elines Per regulations t fo Cana n Cou l of Ministers of the Environment(COME) and required by the Nova roti Departmen f E ironrnent, the Municipality is currently in the process of performing a ironrn I risk assess ent to meet necessary wastewater treatment guidelines. Upon completion, the ti Me an stima d c st to meet these guidelines will be more definitive. The Municipality has obtaine sition aut ori abons extending to 2040. As at March 31, 2023,the ll unicipa j ` not in compliance with certain COME requirements. 1 . TRANSFERS TO PROVINCIAL BOARDS AND COMMISSIONS (a) Cape Breton Island Housing Authority The Municipality shared in the operations of the Authority for the year ended March 31, 2023 in the mount of$2,534,623(2022-$2,136,004). 1 54 Cape Breton Regional Municipality Notes to Consolidated Financial Statements For the year ended March 31, 2023 15. TRANSFERS TO PROVINCIAL BOARDS AND COMMISSIONS(CONTINUED) {b) Assessment Services : The Municipality is required to pay a share of the cost of operating the provincial assessment system based on the total provincial assessment cost times the average of the Municipality's share of the Uniform Assessment and the Municipality's share of assessment accounts. For the year ended March 31, 2023,the Municipality's share of these co as 1 t369,058(2022-$1,390,867). c Correctional Services Municipalities in Nova Scotia are required to ak a ma tory contribution to fund the cost of correctional services. The contribution is set y ovind or ula. or the year ended March 31, 2023,the Municipality's contribution for thes is was$1,054# 2022- 1,065x580 , (d) The Cape Breton-Victoria Regional Centr for ucati The Municipality provided a randa ry ntrib ion n the amount of $15,534,623 (2022 - $15,282,089)to the Cape Breton-licton ionaE den e for Education. 16. PORT OF SYDNEY DEVELOPMENT C � QR ST On,dune 17, 2014, Enterprise Cape Bre n C n, actingno be aif of the dredge oversight committee, entered into an agreement with the Syd P s rpo too ow the Port of Sydney Development Corporation) to transfer the remaining funds lar rs ut for specific purposes. The Fort of Sydney Development Corporation drags Ah fund in c Alia a with the agreement. As of March 31, 2023, $173,13 ( o 173, 4)is bei h d in trust. 17. FINANCIAL I S MS a Fair values The fair value the Municipali " finan in trurnents that are comprised of cash (cheques issued in excess o fun on det es receivable, accounts receivable, short-term borrowings, accounts p abl and accrued lia iiitie and accrued interest on long-terra debt approximate their carrying vaiu a to t short-ter nat re. The fair value of long- debt j ba d on rates currently available to the Municipality with similar teras and maturities and appro ' at its carrying value. (b) Credit risk The Municipality is exposed to credit-related losses in the event residents and entities that the Municipality provides services to are unable to fulfill their obligations. The large number of residents and customers minimizes the credit risk. 20 55 Cape Breton Regional Municipality Notes to Consolidated Financial Statements For the year ended March 31, 2023 17. FINANCIAL INSTRUMENTS(CONTINUED) 0 interest rate risk Interest rate risk is the risk that the fair value or future cash flows of a financial instrument will fluctuate because of changes in market interest rates. The Municipality's debentures are long term with fined range of rates thereby mitigating its interest rate risk. It is management's opinion that the Municipality is n t used to significant interest, market or credit risks arising from these financial instruments. On ,dune 1, 2023, the Municipality acquired tete d ed d related assets o orthside Community Civic Centre for $1. in exchange, the Municipality as surne 11 operations, including present and future obligations arising from the continued operatic of t faoilit 19. COMPARATIVE FIGURES Certain 2022 comparative figures have een rec conform the financial statement presentation adopted for the current year. 21 56 Cape Breton Regional Municipality Schedule of Long-term Debt For the year ended!March 31, 2023 Term Interest Balance Balance (years) rate-% Matures March h 31/22 Issued Redeemed March 31123 General Fund Q.F.C. 32-B-1 10 0.000.3.160 2023 379,700 379,700 - 33-B-1 10 0.000-3.614 2023 936,534 - 468,269 468,265 34-8-1 10 1.200-3.190 2024 3,990}000 - 1,330}040 2,660,000 3 -A-1 10-20 1.040-3. 4 2030 2,640,003 - 560,000 2,230, 00 36-A-1 10 1.150-2.505 2026 3,122,000 6241400 2,497,600 37-A-1 10 1.734-3.073 2027 4,964P400 327,400 45137$000 3 - -1 10 2.490-3.339 2028 3,332,499 1, 97,500 7,184,999 FC11 -1 10 2.250 2028 700300 1005000 600}000 39- -1 10 2.015-2.561 2029 8,2 0}0 , 25,000 7,175,000 40-A-1 10 0.400-2.376 2031 8,6 3 40 80,814 7,927,326 41-A-1 10 0.50 2,259 2031 11113 ,600 }1 13,360 10,020,240 42-B-1 10 3.847-4.177 2032 /'7_s 31295 - 7,593}205 53, 56,8 71 93205 8,506,443 52,543}635 M.F.C. Promissory note 3 1.100 2024 8.168.597 14,084,299 14 7084,298 Water Fund M.F.C. 27-A-1 15 4.3354.770 2023 5,4 00 5}437x000 µ 23-A-1 15 3.750-5.033 2 4;900,0 700,000 4,200,000 30-A-1 15 1.510-4.875 025 750,000 - 750,000 6,000,000 33-A-1 10 1.330-2.979 20 1, 00,000 - 8001000 800,000 34-A-1 15 1.245-3.792 2 9 3, 1 400,000 2,800,000 42-A-1 5 2.575-3.29 2 7 - 4,5723500 - 4,572,500 2 ,937,000 4,572,500 8T 137,000 18,372,500 562, '12,1 5705 30,727,742 5,000}433 2 57 Cape Breton Regional Municipality Consolidated Schedule of Segment Disclosure For the year ended Mo mh 31,X23 Segment repoftg is deslgned to assist users in ideating tt+e reswces alfocated to support Ilse major acWtias of the municipality and to be#ler undersWd the performance at Segrnents. The€0weing suh edule provides segment information for the 2023 and 2022 fiscal years-Segment resub represent ft acWihes 0f tfe segment and are based on the same acco€rntirrg policies as descfted in the Significant Aicaurr6ng Pdicies as desscfibed in Note 1-The Municipality has daterrraned that the Wowing segments represent tha major ac&V es of government. General Port of Sydney Recr/ato� Plax�nN and Govemment QsvelvprnOf;t f�rotectiVe Transport2rton EnvironmentA art[t�uhUrr Devetapmant Educational Year ended March 31.2#!23 Services CDrporaton Services Services Services efvic Gervices SeMces ~Nater Utility Total REVENUE Taxation S 77.043,160 - 18,432.369 S 6,077,1(35 S 5 .; - 15.534,6 3 - 178,OB7,257 GSFaas kn Neu of taxes 9,396,051 - _ ��� _ }��.� = - - 3,396,051 Services provided to other �4xJ govamments - - 1,145,521 - ` 1,145,521 Sales of semces 75,446 - - 2,109,901 ` i,98s f 66 - 4,172,399 Revenue from own sources 3,243,042 2.301,872 724,649 2,849,7is. h 57,621 - - 9,176,900 Uroanditional transfers frorro other governrt ntSL Condftraat transfers from other governments - 144,177 4,609,846 _ 4,754,023 Capu grants 9,222 - - 4.969,099 23.5 628,339��.� _ _ - 28,941,14E Metered sales - - - - ..-,. � - 1#1,322,036 19,322,0 36 Ot)ef water revenues - _ - - ,� i T 1,000,6251,000,625 94,255 Investment income 794255 - - - Gain on sale of prapemes 329,830 8,500 - - �,� k�; - - 336,330 Disaster imarrcGal assistance 6,213,522 - - ` � ` - - - 8,213,522 112,957,501 2,452,549 24,812.385 15,156,105 �2§16-3 202 2,6 5,307 57,621 15,834,823 20,322,561 224,194,95+4 EXPENSES � Salaries,wages arr bene t5 9.291,5 8 815,995 33,574,351 18,721#,288 4,42 572 ,4987 9 925,763 - 2,312,878 74.767,224 Interest on long-termdebi 435,225 - 205,59# 430,479 1881 63� 9 - - 1,041.977 2,565,124 famatenals,goods,SUPP40% ! and IitE 532,636 473,840 1,773.752 5,728,185 `'2, ,839'".....,,,,--- ,971 18,175 - 5,479,049 19,22$L407 Contracted services 969,719 11,391 M0.139 6,526,557 .1OL735,9� 402,582 172,544 - 9,858,250 21,296,190 Other Opera"13 expenses 4,157,946 4x#4,992 9,786,612 11.63+4,375 '3QO1,14 2,040,23$ 210,096 - 2,525,310 34,000,713 External transfers and grants 4.0D1,02S - 1,D5047 r. � 803,800 - 95,34,823 - 21,+453.996 ARO a stment 650,512 - - 4,3 ,214 {2, 5�'' 1,172 ` - 30,12+4 (20,693,835) Amortization 294,543 331,946 1,573,670 9,7.8 ... - .-3,179,26 " 1,667,078 762,237 ` 3,706,191 2002,777 18,662,134 2,079,414 49,199,662 957 8 {1,X3,5# 13,279,176 1,998,515 15,634,23 16,753,1000 174,357,986 ANNUAL SURPLUS(DEFICIT) 3 93,295,367 S 37+4,535 5 (2d,288,277� 27,278,17 $ (10,662,809) $ (1,931,194) 5 3,569,852 S 45,934,068 58 Cape Breton RegiGnal Municipality Consolidated Schedule of Segment Disclosure For theyear ended March 33.2022 General Poft of Syd"y €tecvea6on Planning and overnffeant Davebpmant Prolective Transpo tafiDn EnvuonmenW and CaEt FW Deve=oPmerd E=ducational Year ended March 31,2072 Services CorpUAGn Services Services services Services Services Services Water UbMy TaW REVENUES Taxation S 75,469,652 S $ 18,295,207 8,017,500 5 $ $ 15,282,089 S Grants in Neu of taxes 9,436,816 - - - - 9,438,816 ervIces provided to 0ther governments - - 801,142 - ! - - - - 801,142 Sales of services 51,608 - - 76,332 - 994,513 - - v 1,796,453 Revenue fxorn own sources 2.758.561 7E33,1 [} 539,119 - 2,000,470 �- `•��61,a 10 - - 6,963,14' uneondtonal"nsfers from ``'• otherpavemmentss 31,175,896 - - �. `, �� � 31,175,896 Conditional transfers from oft(governments - 371,710 4,260,247 Cap"grants 9,222 - 9,21Epgg 36,420,233 629/44- - - 46295,694 Metered sales - - - - - / - - 19,345,9#0 19.345,914 Other water revenues - - }` I �l - 773.773 773,773 lnvesknrerttincom 112,1U2 - - -}' ' - - 112,102 Gain on safe of;roper#ies 144,339 - 4,959,4x470 - - - - - - x.094.938 120,159,295 1,074,800 20,845,714 17,956.431 39,3281763 i,6 ;953 61,610 15,282,089 7E3,i19.683 244.482,178 EXPENSES Salaries,wage's and benefits 8,150,429 613,060 32,927,030 18.114,949 4, 1,2157,... 4,529,338 895,685 - 2,427,63$ 71,8E75,391 Interest on long-loan debt 372,139 - 165,084 595,204 111;-us �� 7,39, - - 1.065,042 2,430,782 �,laterisls,goods,suPpHes , and>�tifts a",170 289,295 1,498,739 5,867,814 1,954,577` 1,942,464 11,787 - 4,500,754 16,948.2W Contraded services 772,140 129,013 733,309 7.154,720 1x,682,925 576,213 240,598 - 1.827.035 22,152.953 Other operatnq expenses 3,655,063 199,716 9,586,363 3,479,724 �/.'~2;fD4,$5T 1,651,,120 2132.442 - 2,7'37,911 23,614, Extemal transfers and 0rWs 3,711,72$ - 1,666,690 - - 15,262,099 - 20.864.287 Amoeluati)n 278,932 363,172 1,385,806 9,848.684 jl-.d"859 I.iO5. 736,471 - 3,729.115 20,332,281 7 17,874,601 1,586,256 47.162.953 44,19%601 21,978 6{3�� 25 2,047,343 45,282,089 16,277.792 179,149,020 ANNUAL SURPLUS�DEFIC17) $ i02,334,694 (511,458)$ {18,517,235} 5 {28,7U4.17 $ , 0.44 $ 4,572) S (2,026,333) 5 � 3 3.641,891 $ 56,333,#58 f 0 59 Cape Breton Regional Municipality Schedule of Remuneration and Reportable Expenses of Council For the year ended March 31, 2023 Annual Travel Council Remuneration Expenses D. Bruckschwaiger $ 52,626 $ 3,898 J. Edwards(Deputy Mayor) 54,728 $ 4,471 L. Green $ 52,626 $ 4,900 S. Gillespie $ 52,626 $ - C. MacDonald $ 52,626 1,360 E. MacDonald 52,526 $ 7,740 G. MacDonald 52,626 $ 77814 E. Ma Mullin(Deputy Mayer) $ 55,717 $ 7,949 A. McDougall-Merrill (Mayor) $ 5848 $ 23,911 D. ' inn 521 25305 S. Parsons 526 2,940 G. Paruch $ 52,5 $ 3,344 K.Tracey 525626 41429 5 60 Cape Breton Regional Municipality Schedule of Remuneration and Reportable Expenses of Senior Staff For the year ended March 31, 2023 Annual Reportable Senior Staff Remuneration Expenses D. Campbell-Ryan $ 110,384 $ 4,623 J. Campbell $ 125,961 3,806 K. Durning $ 94,652 $ 941 D. Evely $ 125,961 1,367 D. Kachafanas $ 125,961 $ 1,344 W. MacDonald 133,574 $ 4,241 J. MacKinnon 178,814 $ 9,144 M. Ruus $ 125t330 $ 3,61 M. Seth $ ,139 $ 87451 M.Walsh 220, 10,071 R.Walsh 647 $ 1,915 26 61 Cape Breton Regional Municipality Schedule of Operating Fund and Change in Fund Balance For the year ended March 31, 2023 (Unaudited) 2023 2022 f11E Taxes 119,087,257 1181064$148 Grants in lieu of takes 9,396,051 9,436,816 Services provided to other governments 1,145,521 801,142 Sales of services 4,172,809 1,796,453 Revenue from own sources 11,826,538 11,211,569 Unconditional transfers from other governments 15,851,979 31,175,896 Conditional transfers from other governments 4,6095846 4,269$247 Disaster recovery 6,213,522 - 1 03,023 176,746,271 EXPENSES General government services 16,996}696 15,224,793 Protective services 54,701,383 53,053,536 Transportation services 43,239,884 355242511 Environmental health services (34,841,492) 18,893,401 Public health and welfare services 257215969 2,320,661 Environmental development services 1,226}578 1,35'1,472 Recreation and cultural services 11,609,926 9,752,691 Educational services 15,534,623 151282$9$9 110,187}967 151,1211354 Excess of revenues over expanses before the follovA09 62,11 5,056 25,624P917 FINANCING AND TRANSFERS Debenture and term roan grin i al instalments (8,506,443) (7,9655269) Transfer to special reserve f nds 3,589,290 (16,821,368) Transfer to general capital nd - (1,852}912) Amortization of bond discount (57,520) (58,527) (4,974,763) (26,698,076) CHANGE IN FUND BALE 571146,293 (1,078,169) FUND BALANCE,B NNS F YEAR (61,799,811) (60,717,652) FUND BALANCE,END OE (4,650,618) (61,790,811) or 27 62 Cape Breton Regional Municipality Schedule of Water Utility Operating Fund and Change in Fund Balance For the year ended March 31, 2023 2028 2022 OPERATING REVENUES Metered sales 19,822,086 19,845,910 Public fire protection 7,976#391 7107 � 91 Consumer's interest 769,982 661,977 27,168,859 27,084$278 OPERATING EXPENSES Source of supply 802,819 500,111 Purer and pumping 1,820,919 1,827,578 Water treatment 4,967,378 4,506,364 Transmission and distribution %06,939 4,732,871 Administration and general 3,2 358 2$856,054 Faxes 1230 1,987$221 1679005688 16}410,194 Excess of revenues over expenses before the fell ing 10,267,726 10,674,084 NON-OPERATING REVENUES Miscellaneous 280,693 111,796 NON-OPERATING EXPENSES Interest on debentures 1,041,977 1,065#842 Amortization of debt discounts 24,589 32}545 Other 28,608 24,151 Transfer to water capital fund 8,521,404 8,666,766 Transfer to general capital fund 650,000 650,006 10,268,525 1014391304 CHANGE IN FUND BALANCE 284,894 3467876 FUND BALANCE,BEGINNING OF R 8,914#927 6,568t351 FUND BALANCE,END F EAR 77149,821 6,914,927 2 63 Cape Breton Regional Municipality Schedule of Capital Fund and Change in Fund Balance For the year ended March 31, 2023 Unaudited 2023 2022 REVENUES Capital grants 18,220,293 14,463,770 Gain on disposal of assets - 4,250,000 18,220,293 18,713,770 EXPENSES General government services 945,054 278x932 Protective services 1$573$670 1,385,808 Transportation services 13,718,084 3,948,090 Environmental health services 33747#97'7 3TO84,859 Recreation and cultural servi es ,2 0 1,805,834 Planning and development services 7 237 736,471 272 1 }239,994 Excess of revenues over expenses before the fo1lo ing (34,194,979) 2,473,776 FINANCING AND TRANSFERS Transfer from reserve funds 16,963}712 10,253,779 Transfer from general operating fund - 1,352,912 Transfer from water operating fond .31 0,000 650,000 Debenture and term loam principal ins rents 8}506,443 7,9 ,2fi9 26120,1 20,721,960 CHANGE IN FUND BALANCE {3,074,824} 23,195,736 FUND BALANCE,BEGINNING I F AR 29116960,589 263,500}853 Z= FUND BALANCE,END OF'SEA 233,621,765 291,696,539 ..1 64 Cape Breton Regional Municipality Schedule of Water Utility Capital Fund and Change in Fund Balance For the year ended March 31, 2023 Unaudited 2023 2022 REVENUES Capital grants - EXPENSES A orti atlon 3,736,304 3,729,115 Deficiency of revenues over expenses before the following 3,736#304 (3,725,11 FINANCING AND TRANSFERS Transfer from water operating fund 8,521,404 3,666,766 CHANGE IN FUNS]BALANCE 4$78 100 41937#651 FEND BALANCE,BEGINNING OF YEAR 101,557,631 06,61 5,530 FUND BALANCE,END OF YEAR 106,342x731 101,557,631 30 65 Cape Breton Regional Municipality Schedule of Port of Sydney Development Corporation Operating Fund and Change in Fund Balance For the year ended March 31, 2023 Unaudited Budget 2023 2922 (Unaudited) REVENUES Wharfage and berthage $ 859,943 $ 898,742 $ 427,711 Passenger tax 785,623 876,697 - Events 96$750 391606 511763 Security 2 , 279,749 85,679 Storage and rental X1,9 4 255,864 144,880 Craft market 6, 7 67,278 - u�ndr 4, ,945 13,557 overnmentfunding 144,177 371,710 45,075 , 48,049 17074,805 EXPENSES Advertising and promotion 17 151924 10,860 Bad debts x00 1,752 1,655 Cruise activities 2,0 55,222 321 Dees and fees 23T 40 2 T 26 8,564 Events 52,6 13,562 2,149 Insurance , 0 68,094 52,079 Interest and bark charges 3,87 5T212 37990 Miscellaneous , 16,292 5,830 Office and administration 8,087 12,034 8,167 Professional fees 4 8 11 P381 129$01 Rent , o 52,320 52,320 Repairs and maintenance 51921 225,119 195,527 Security 1 436 179,831 45,115 Travel 27, 0 21,119 19,992 Utilities 1 20 223,085 173,452 Wages es and benefits 78 ,834 815,895 613,059 4,9'18 1,746,988 11223}384 Excess of revenges over expenses before the following 350,159 6991981 (143}234) Amortization of capital a ets (400,900) {331,948} (383,172) Gain on disposal of ass is 6,500 CHANGE IN FUND BAL (49,84'1) 374,535 (51 1,458) FUND BALANCE, BEGINNING CSF 410137078 4,529,534 FUND BALANCE,END of YEAR $ 4,892,61 $ 4;0187078 1 66 Cape Breton Regional Municipality Schedule of Reserve Funds and Change in Fund Balance For the year ended March , 2023 Unaudited 2023 2022 REVENUES Investment income 789,388 112,329 Sale of properties 329,81 $44,938 Grants 10,720,853 31,822,124 11,840,556 32,779,391 FINANCING AND TRANSFERS Transfer from operating fond (3,589,200) 16,821,368 Transfer to capital fonds ZL (16,963,712) 10,253,779) (210,552,912) (6,567,589 CHANGE IN FUND BALANCE ",71 356) 39,346,980 FUND BALANCE,BEGINNING F YEAR 61,167,639 217820,659 FUND BALANCE,END OF YEAR 52,455,283 61,167,639 32 67 Cape Breton Regional Municipality Schedule of Water Utility Reserve Funds and Change in Fund Balance For the year ended March 31, 2023 2023 2022 REVENUES Investment income 4,367 (242) CHANGE IN FUND BALANCE 4}367 (242) FUND BALANCE,BEGINNING OF YEAR 2,047,934 2,048,176 FUND BALANCE, END OF YEAR 2,052,301 2}047,934 33 68 a ..e ton Regional Municipality Water Utility financial Statements Marcie 31, 2023 w 69 Cape Breton Regional Municipality Water Utility Financial Statements For the year ended Marcor 31, 2023 Page Management's Responsibility for the Financial Statements........................ ...................................... .............1 Operating Fund Statement of Financial Position....... .................................... . ..5.................................., . ............................. Statement of Financial Activities........................................z.1 ........ .......................................,. ................ Statement ent of Operating Fund Surplus........................... 1111..., ,............................. .......................... Statementof Cash Flows.............. 4.......................... ....... .......... :............. .........................................,,...... Capital Fund Statementof Financial Position... 1111................. ..../....... .........4......4.................................. ........... Statement of Change in Cash—Depreciation ese ..... ...... ......................................... ...................7 Statement of Accumulated Allowance for Depreci ti ............. ....................................4......4......................7 Statement of Investment in Capital Assets................4-4—....4— ..... ....4...4...4...........,... . ................... Special Reserve Fund Statement of Financial Position .................... ..... ..4............ . ...•....................................,. ........... Ap Statement of Special Reserve....... ................::�......4 .................................,............... ........................... Notes to Financial Statements.... 111.1 . _........:: ............. ... ............1........44...4.....,,1 .:� .,. ...........................1111.. Schedules Schedule A-Utility Plant a' q `' ............ . . ..................................... . .........................1 Schedule B-Capital Debthaler a ;-.-.-.,,...... ,.................... ...............................L....4..............111... ......... 16 yw� w� 70 L ManagemenCs Responsibility for the Financial Sate The accompanying financial statements of the Ca Br ton lie Tonal MunicipaliN later Utility (the "Water Utility") are the responsibility of the Yater Utility's an gem n have been prepared in compliance with legislation and in accordance with the Accounting .rid orti. H dbook for hater Utilities in Nova Scotia. summary of the significant accounting policies ate. descri ' d i 'Note 1 to the financial statements. The preparation of financial statements necessarily involves t e of ates based on management's judgment, particularly when transactions affecting the current accoufntin rigid of be finalized with certainty until future periods. w The Yater Utility management maintat a , ... .of internal con ols designed to provide reasonable assurance that assets are safeguarded, trans tion"' re ploper rued and recorded in compliance with legislative anal regulatory requirements, and rell ble� ciaL information is available on a timely basis for preparation of the financial statements. These systemi ",are ern itored and evaluated by management. xx. The audit committee meets with m er ent'bnd the ex .tnal6uditcrs to review the financial statements and L 5 1 ti� discuss any significant financial r 'port'.g - � .int real contro ., tiers prior to their approval of the financial statements. The financial statements have n y I7rs' Report , ' *endent external auditors appointed by the Water Utility, The accompanying Indepe nt Audi outlines their responsibilities, the scope of their examination and their opinion on the Wate� 'fit 's dial statements. x' r'w f J Tr Jennifer Campbell, Chief Financial 71 Cape Breton Regional MWater Utility Statement of Financial Position — Operating Fund As at March 31., 2023 2023 2022 ASSETS Cash 1 A84538 2,550,750 Water rates re.eiva le(less allowance for doubtful accounts$369,558(2022-$696,329) 10,239,062 10,451,906 Sundry receivables 158,513 1091762 I nventories 427,972 394,636 12,710,185 1 3,507#054 LIABILITIES Payables and accruals � � � 4,525,206 4,945,245 Unearned revenue -� 11353,430 12384$337 Due to Cape Breton Regional Municipality General section, operating fundGeneral sectionx capital fund 693,440 Due to water utility,capital fund 3p666FI73 3,852,053 ;. 9,544#809 101 5,075 x� SURPLUS 3,165,376 2,631,979 12,710,185 135071054 l : See accompanying notes to fin lale ots. r On behalf of the Cape Breton a lona- unkci of Water Utility: 2 72 Cape Breton Regional Municipality Water Utility Statement of Financial Activities — Operating Fund For the year ended March 31, 2023 2023 2022 Budget Actual Actual (Unaudited) OPERATING REVENUES Metered sanies 19,218,619 19,322,036 1913451910 Public fire protection 71076$391 7,176,391 7,076,391 Consumees interest 0,0o0 769,932 661,977 Service connections 6 130 230,693 111 x796 ?6,7 1 1 1 10 27,399,052 27,196,074 OPERATING EXPENSES �. Source of supply _553 502#619 500,112 Power and pumping ,9 , 6 � �� 919 1, 27, 73 Water treatment 4,899#272 ,373 45065364 Transmission and distribution 4,912,368 f6,939 5,382,371 Administrartlon and general 3, 2; 3,206,353 2#656,054 Depreciation 3 0$ 0 3,705,904 317291115 Taxes 04 06 1,896#239 1,937,221 ` . 21,5 613 2112 71537 20,789,310 Excess of operating revenues over expenses before the following 126P350 6,141,515 6T4067764 ti NON-OPERATING REVENUES Amortization action of deferred capital contributions� ���4`� V8,504 298,502 298P 02 NON-OPERATINGEXPENSES Debt charges . .� Provision for principal rep re ��N 13,_5 }500 3,564,500 315647600 Interest 5,842 1 PO 1 7977 1,065,842 Amortization of debt di ' n 37,112 24,540 32,545 Bank fees/charges 204,061 25,603 24,151 Capital expenditures out of operM s 1,259,000 13250,000 1,373,152 x 5$121,535 5,996,620 6;060x190 CHANGE IN FUND (696,68.1.2 533,397 $ 645076 Seecoorn t ire no to ancial statemj rnen'; p g 3 73 Cape Breton Regional Municipality Mater Utility Statement of Operating Fund Surplus For the year ended March h 31, 2023 2023 2022 SURPLUS,BEGINNING OF YEAR $ 2,631,979 $ 1,986,903 Change in fund balance 5331397 645,076 SURPLUS,END OF YEAR $ 3,165,376 2,631,979 See accompanying notes to financial statements. 77, x } 4 74 Cape Breton Regional Municipality Water Utility Statement of Cash Flows - operating Fund For the year ended Lerch 31, 2023 2023 2022 ASH FLOWS FROM OPERATING ACTIVITIES Change In fund balance 533,397 645,676 Change 1n non-cash operating working capital Water rates receivable 2121844 (11372,515 Sundry receivables (48,751) 106,769 Inventories (33,336) (2,877) Payables and accruals (420,639) 1,005,494 Unearned revenue (36,967) (326 10 1) 213,208 49,846 CASH FLOWS FROM FINANCING ACTIVITIES Decrease in due to Cape Breton Regional # Municipality, operating fund (1,291,694� Increase(decrease) in due to Cape Breton lei 'al � Municipality, capital fund (693,440) 693x440 Increase(decrease)in due to water utility,cap'.al fir 85,880) 280,346 (879,320) 31 7,403) DECREASE IN CASH AND CASH EQUIVALENTS (666,112) (267,562) F � 818,312ASH AND ASH EQUIVALENTS, BE i i1NY ASH AND CASH EQUIVALENTS, ENI]OF YtAk1,884,638 $ 2,550,750. J See accompanying notes to non-consqWlaWd fin not �Natem t . }ry k 5 75 Cape Breton Regional Municipality Water Utility Statement of Financial Position — Capital Fund As at March h 1, 2023 2023 2022 ASSETS Cash 4,530,994 $ 6,287,355 Cash—depreciation reserve(note 2) 3,457,530 480,170 HST receivable 1521015 41,124 8,140,639 6,808,649 Due from water utility, operating fund 3,6605,173 3,852,053 Due from general operating fund -- narartied debt discount 1,098 58,201 Capital assets Utility plant in service{Schedule A) 183P475,826 180,526,292 Work in progress 215991293 1251585 Properties adjoining watershed 174,977 174,977 186,250,096 180,829,854 198,1 18,005 $ 191,548,757 LIABILITIES ` Accounts and holdbacks payable .tr 1,786,192 72,573 Due to Cape Breton Regional Municipality General section,capital fund �� �'44,. 3001772 371T101 Asset retirement obligation(late 4)�� `4� ::.mow ��� 39,086 Term debt(Schedule B Wit.} 1813721500 211937,000 20,593#550 22x380,879 DEFERRED CAPITAL NT T #082,306 12,252,332 RESERVES Accumulated allowance f r de ec€atio �. utility plant(note 3 58,960,723 85,253,819 FUND BALANCES 982478,427 9118811927 m 198,1187006 101548,757 See accompanying rotes to financial statements. On behalf of the Cape Breton Regional Municipality Water Utility: Mayor Clerk 8 76 Cape Breton Regional Municipality Water Utility Statement of Change in Cash— Depreciation Reserve For the year ended March 31, 2023 2023 2022 BALANCE,BEGINNING OF YEAR 3,457,630 480,170 Depreciation 3,706}904 3,729,11 Amortization of capital contributions (238,502) (298,502) Capital purchases (3p971,731) (453,153) Fund, end of year 2,834,301 3,457,630 Amount over(under)funded 563,329 (2,377,460) CA SH, ENS] YEAR 3t 40, Statement of Aacun)bla d Allowance for Depreciation For the year ended March 31., 2023 2023 2022 BALANCE,BEGINNING OF YEAR 65,253P819 61,524,704 Depreciation for the year 3,706,904 3,723,11 .,ti ry4 l BALANCE,END OF YEARQk 63,360,723 65,253,81 JA. tax t of Investment in Capital Assets For the year ended March 3 9, 2023 f. 2023 2022 BALANCE BEGINNING YEAR 1,661, 7 $ 86,724,27 Tera debt retired R 3,664,500 3,564,500 Capital out of operatio 1,250,000 1 373 162 BALANCE,END OF YEARR 36,476,427 31,661,327 See accompanying notes to non-consolidated financial statements. 7 77 Cape Breton Regional Municipality Water Utility Statement of Financial Position —Special Reserve Fund As at March 31, 2023 2023 2022 ASSETS Cash 1,1616,626 1,166,626 Term deposit 885,676 881,308 2,062,302 210471934 RESERVE Special reserve 2,052x302 2,047,934 See accompanying notes to financial statements. { On behalf of the Cape Breton Regional MuiciplityIat r Utilit . Mayor Clerk y� . kip Y is 4 w 8 78 Cape Breton Regional Municipality Water Utility Statement of Special Reserve For the year ended March 31, 2023 2023 2022 Non--shareable Future Watershed Sysco debt capital land waterline expenditure expenditure acquisition maintenance Total Total BALANCE, BEGINNING OF YEAR 55,368 936,695 3 r 2 on716,245 21047,934 2,048,176 1 nteret� investments 176 2,971 1 2 4,368 (242) BAOF LANCE,END 1 � �} } ,+EA 56,543 939,666. 40,848 $ 716,245 2 0, 2,30 2,14 , 4 See accompanying notes to financial statements. .71 f 9 79 Cape Breton Regional Municipality Water Utility Nates to Financial Statements For the year ended March 31, 2023 The Cape Breton Regional Municipality Act, assented to by the Province of Nova Scotia on .duly 30, 1994, legislated the incorporation of the Cape Breton regional Municipality as of August 1� 1995. The Cape Breton regional Municipality Water Utility assumed the operations, as of August 1, 1995, of the fallowing utilities: Town of Sydney Mines Water Utility ` Town of North Sydney water Utility Sydney Water Commission Municipality of the County of Cape Breto, Water Uti� 'own of Glace Bay Water Utility �._.. Fawn of Dominion water Utility and District Vater i Sion New Waterford a .�� 'own of 1_euisbourg Water Utility 1. SIGNIFICANT ACCOUNTING POLICIES T {e) Basis of presentation r "hese financial statements have eeo prepared ireac with generally accepted accounting principles adopted for Water Utilities ' �Soo n � i ended for the use of the Cape Breton Regional Municipality Water Utility tMk,� tilA o 'cil and Service lova Scotia and Municipal Relations. ,;y°. The basis of accounting ed in these financia .ate nts differs materially from Canadian Public � ; Sector Accounting Stan b rd pr.seri ed b the} artered Professional Accountants of Canada Handbook (the CPA H ndb ok). T e significant diff ences between generally accepted accounting principles for Water N'es in va P665a and the CPA Handbook are that the CPA Handbook requires: • Financia + #stern i t r a� on consolidated basis to reflect the assets liab�litie , reenu a�xp s, and, changes in fund balances and in financial position of all orgy ati'%dqd co rnissie , nd�gencies which are owned or controlled by the Water Utility. This�ulde} at a �ini um, the individual funds represented in these financial staternenterati Fu d, pital Fund and Deserve Funds. The consolidated financial statements prepairbd in acoer nee with the CPA Handbook would include a Statement of Financial Position, Stature of Financial Activities and a Statement of Changes in Fund Balances; • Revenue and expenses be recorded on a full accrual basis; • water Utility capitalize all of its capital acquisitions rather than charging some to operations in the year acquired; and Principal deka repayments not be recorded as an expense of the Water Utility; 10 80 Cape Breton Regional Municipality Water Utility Notes to Financial Statements For the year ended March 31, 2023 1. SIGNIFICANT ACCOUNTING POLICIES(CONTINUED) b Cash and cash equivalents Cash and cosh equivalents of the operating fund is defined as cash on land and on deposit at banks net of outstanding cheques and deposits. c Revenue and expenses Major revenue and expense items are recorded on ac ual basis. Certain sources of revenue, including forfeited di cou and est o pest due rates, are recorded on a cash basis. Capital grants and contributions are recor d sing the defeGrarne;o of accounting and are amortized to revenue at a rate correspondin wit thea ization of the related capital asset. Principal and interest payments relating t long rm bt a e recorded as an expenditure when due for payment. d Allowance for doubtful accounts � valuation allowance is providedf r estima at will b curred in collecting rates receivable outstanding. i e Inventories, Inventories ere stated at cost. k,Y (f) Use of estimates The preparation of fin c« stater nt h conformity, Frith rtora�ii accepted accounting principles requires management' make . date tions that affect the reported amounts of assets and liabilities and discioure continue assets and liabilities at the date of the financial statements and the reported a vn and tense during the reporting periods. Significant items subject to such time and �rnpto� Judera�iation of accounts receivable and carrying amount of capit as ts. Actu sults old differ from those estimates. (g)Asset retireretoblig . A liability for an arse H atio {is recognized at the best estimate of the amount required to retire a tangible capital ase fiK a corn onent thereof} at the financial statement date when there is a legal or contractual obligation for t " ater Utility to incur retirement costs in relation to a tangible capital asset or component thereoq, the past transaction or event giving rise to the liability has occurred, it is expected that future economic benefits will be given up, and a reasonable estimate of the amount can be made. The best estimate of the liability includes all cosh directly attributable to asset retirement activities, based on information available at Mar 31, 2023. The best estimate of an asset retirement obligation incorporates a present value technique, when the cash flows required to settle or otherwise extinguish an asset retirement obligation are expected to occur over extended future periods. 81 Cape Breton Regional Municipality Water Utility Notes to Financial Statements For the year ended Marcie 31, 2023 1. SIGNIFICANT ACCOUNTING POLICIES(CONTINUED) g Asset retirement obligation When a liability for an asset retirement obligation is initially recognized, a corresponding asset retirement cost is capitalized to the carrying amount of the related tangible capital asset or component thereof}. The asset retirement cost is amortized over the useful life of the related asset. For asset retirement obligations associated with tangible capit s is no longer in productive use, the Water Utility recognizes an expense of the sane amount ai the I' bility. At each financial reporting date, the Water Utility r views the ing amount of the liability.The Water Utility recognizes period-to-period changes to a 1i bilit' e to pay age of time as accretion expense. Changes to the liability arising from. inns to either h<bmin"a a amount of the original estimate of undiscounted cash flows or the d', coir t rate are recognie` s.�� .n increase or decrease to the carrying amount of the related tangible pit asset` The hater Utility continues to recd ni a the bit y u it it is settled or otherwise extinguished. Disbursements rade to settle the liability are' ucted fir' the reported liability when they are made. (h)Financial instruments Initr #measurement vx Financial instruments are measured t fai 1ue h7val.7eiiszadjusted or acquired. For financial instruments subsequently measured at cost or ama i d " , f i, by the amount of the related financing fees and transactipa-��osts. Trams ction costs and financing fees relating to financial instruments that are rneas ed subs q ently at fWr v4c3e are recognized in operations in the year in 5: +1 which they are incurred. Financial instruments nsi o)ad h and cash a valent , recei�r l payablesand accruals, accounts and holdbaEc�C �yble o -terra debt. Subsequent measure At each repertir date, h ter me its rani assets and liabilities at Dost or amortized cost(less imp me in the case�fJ� ng, al assets), except for investments, which must be measured at fair value.-The r Utility useffective interest rate method to amortize an premiums, discounts, trna� n fees finfees to the stoternent ofnatci activities. the financial instruments measured a ortl are cash aid cash a uivalents, receivable , payable and accruals,accounts and holdbc � nd long-term debt. Impairment For financial assets measured at cost or amortized cost, the Water Utility regularly assesses whether there are any indications of impairment.ent. If there is an indication of impairment, and the Water Utility determines that there is a significant adverse change in the expected timing or amount of future cash flows from the financial asset, it recognizes an impairment loss in the statement of financial activities. Any reversals of previously recognized impairment losses are recognized in activities in the year the reversal occurs 2 82 Cape Breton Regional Municipality Water Utility Notes to Financial Statements For the year ended March 31, 2023 1. SIGNIFICANT ACCOUNTING POLICIES(CONTINUED) h Financial instruments Unless otherwise noted, it is managements ements opinion that the Water Utility is not exposed to significant interest or credit risks arising from financial instruments. . TRANSACTIONS WITH CAPE BRETON REGIONAL MUNIQIPALITY a In general, and where identifiable,costs incurred by a Q.pe Breton Regional Municipality on behalf of the water utility are charged to the utility. b Salary and wage-related costs are allocated in opo.ib time iperforming functions on behalf of the water utility. i c s prescribed by the Nova Scotia Utility and -ev'i Board, there is a yea administration fee charged to the hater Utility by the Cape Breton a 'ion -Munickalt $ which includes salary, overhead, utilities and other administration charges totaling 8,35 8 -.022 $7,981#249). d) The water utilities provide public fire protection a rnun-. ality. The charge for this service(included in operating revenues) amounted to $7,076,391 (202 X7,0 The charge is governed by the Nova Scotia Utility and Review Boa e) The water utility is not exempt from` niciRk- n within the ape Breton Regional Municipality. The various funds of the Cape Breton I kona� nici' aiity Water Utility and the Municipality include a series of interfund balances as noted in thspe *ve funds. All interfund balances will be settled No �rest haee within the next fiscal pero� charged or paid on the interfund balances outstanding. . RATE OF RETURN ON RA .EIE For the year ended Mauch 331, ,the Ca0e Breton Regional Municipality Water Utility had a rate of return on rate base of 5.8% ( o -&.2%). � ASSET4. RETIREM T 0 LATI ` The l ater U ti I ity obi ater s r tanks that all within P 3280. ori retirement of these facilities,there is an obligation to eliminate a envira nta. impact and restore the land to its prior state. Estimated costs have been discounted to the press aiue sing a discount rate of 4.00% per annum. The transition and recognition of asset retirement obligations involved an accompanying increase to the carrying value of the related capital asset. Changes to the asset retirement obligation in the year are as follows, 2023 Opening balance $ Acquired upon adoption 1391086 $ 139,086 1 83 Cape Breton Regional Municipality Water Utility Notes to Financial Statements For the year ended parch 31, 2023 . FINANCIAL INSTRUMENTS The carrying value of cash and cash equivalents, receivables, payables and accruals and accounts and holdbacks parable approximate ate their fair value due to the relatively short terms to maturity. The carrying value of inter-fund balances and due to/from Cape Breton Regional Municipality approximates its fair value due to special conditions attached thereto. The carrying value of long-term debt approximates its f i:-'v el due to the teras and conditions bung the sate or similar to current market rates available to the 'ter tflity. �4 } 4 Yi X 1 84 Cape Breton Regional Municipality Dater Utility Schedule A - Utility Plant and Equipment For the year ended March 31, 2023 2023 2922 Organization 4P000 4,000 Working capital 70,162 70,162 74,162 74,162 Land and land rights Source of supply land .. 1,435,550 1,376,122 Power and pumping land 343x374 343,374 Transmission land 1572021 157,921 1,935,945 1,375,517 Structures and improvements Source of supply 19,0 595 19012,595 Power and pumping pin °,° � ,158 7,386,572 Purification structures 2,791,214 2,791,214 Distribution and sor 5,336,95 5,336,966 Shop _ 299,817 299,817 Asset retirement obligation 139tO8 — � 35,094,836 34,827,166 Equipment Electrical pumping equipment 3x776,122 3,776,122 Diesel pumping quip ent 543,261 543,261 Purification equipment � 24,134513 23,933,954 Office furniture and equipment + 3821453 3621453 Transportation equipment 4��, 309,945 3091945 Meter shop equipment x ry++„ 30,689 30,639 Tools and work equipment 2687948 268,946 680,584 680,584rotor operated tools Other 690,072 590,072 r 30,798,387 30,598,028 Mains Transmission 31,579,074 31,579,074 Distribution � � 52,595,129 50,890,151 4 f 175,203 2#469,225 4 i Services 15,2601313 14,871,231 Meters 12,101,272 11,896x759 Hydrant `�` ,037,708 3,915,154 *� 183,475P826 180,526,292 15 85 Cape Breton Regional Municipality Water Utility Schedule B-Capital Debt Charges For the year ended March 31,2023 Balance Balance Date of Maturity Interest March 31, March 31, Issue Date Rate% 2422 :Iss a erred 2023 Municipal v Finance Corporation 1 7-A-1 2007 2022 4.746—4.770 $ 5,487,000 $ 5,487,900 — 28-AA 2008 2023 4.949—5.088 4,900,009 — 700,000 4,200,300 30-A-1 2010 2025 4.500—4.875 6,750,000 �� — � 780,00} 0,000,000 33-A-1 2913 2023 2.464—2.979 1,600tOOO 00,000 800,000 34-A-1 2114 2929 2.516—3,792 3,200 — 90,OQ0 2,890,000 42- -1 2022 2027 2.575—3.290 — 4, -- 4,572,500 $ 21,937,00 $",,,4.5 2,58,'137,000 i 18,372,500 Principal repayments required during the next five gears are as fop6ws� 2024 $7,08 ,600 202 $2,0 590 ,. 2026 $5,814,5 2027 $1,3'14,500 2028 $ 4150 i ".1 1 86 f _ ,f / MNP / / a� r t / ff 49 i a re. ,re,t,i i 1 i u,, 2023 AL,jidigs Report tothe A March 312023 Darren Cluss , CPQ, C T. .567.6401 E: darre,n.ch,ia,sson@mnp,.ca I 87 October 28, 2024 Members of the Audit Committee of Cape Breton Regional Municipality Dear AuditCommittee: We are pleased to submit to you this report for discussion of our audit of the consolidated financial statements of Cape Breton Regional Municipality and its subsidiaries (the "Municipality") and financial statements of the Cape Breton Regional Municipality Water Utility (the "Water Utility") as at March 31, 2023 and for the year then ended. In this report we cover those significant matters which, in our opinion, you should be aware of as members of the Audit Committee. We have substantially completed our audit of the consolidated financial statements of the Municipality and the financial statements of the Vater Utility which have been carried out in accordance with Canadian generally accepted auditing standards. Unless unforeseen complications arise, our Independent Auditor's Report will provide unmodified opinions to the Mayor and Council of the Municipality and Water Utility. A draft copy of our proposed Independent Auditor's Reports are attached at the end of this report. This report is intended solely for the information and use of the Audit Committee and management ent and should not be distributed to or used by any other parties than these specified parties. The matters raised in this and other reports that will flow from the audit are only those. rhich have core to our attention arising from or relevant to our audit that we believe need to be brought to your attention. They are not a comprehensive record of all the matters arising, and in particular we cannot be hold responsible for reporting all risks in your business or all control weaknesses. This report has been prepared solely for your use and should not be quoted in whole or in part without our prior written consent. No responsibility to any third party is accepted as the report has not been prepared for, and is not intended for any other purpose. We would like to express our appreciation for the excellent cooperation we have received from management and employees with whom we word. We appreciate having the opportunity to meet with you and to respond to any questions you may have about our audit, and to discuss any other matters that may be of interest to you. Sincerely, MAIPZ,Lp Chartered Professional Accountants enols 88 i le o�f' Contents, i x I 11.N d 1,.�c�IL��I o F.i.www ..;iw...;..T.-..T�..n..w.:T,.iM�. Engagement w,.in..w.ywmxin.w.-....A....i-.....w..T�h.w.T M'X-.ww.$.4..T..Tw...-X-n.-..xT=.... IndependentAuditor's Report..,.....,.,..........................................w..w.T..$.h.w.iA...YX 4.i$•.W•..W............ w.............x,.wx,.x..x...x.x...,..w.w..w Significant w nr +MWntAudit, q ,A cyi a Reporting iw..M'.x n..w. Auditn Reporting .....wW......n..xia n.x xinT nT M.Mn MM Mi.............MwTwrrwAk Mwf nw.T.wT$T 4444a4n4 iwWW WW nWiW4W.uwxra Auditor's Views,of Significant c.ou nti�ng Practices............. w..x.M..x...xM.M.ww..Twx �3, Other,Matters-......-...--*0 0--�W'�0 0..X..0,04..................w.....x....,....w.......,......x.,......i....I..............+4# ...........x;,....w.w x...M.wx.........e,......... 4 Management RepeseXWos.,...e�e�.nra Mw r�.�...r M..��.w..w.4A B�•A.mT.Ahi�hn.n 4A$,�4W4 w...X��w�.r wW.Y.w,.w.iwa Y.....w.x Ww.wwn..M xx � . ....u:x.e...."u�..m....�....w�.M.M.....ww.,,ww.nM.T n•mih emA�A.e��y m$�X��4 X.Y,w Audlitlor Independence......Ma....w.....$A..,.......u.�......Xy..W.4.w4Ww..XwwW.....W................................ ..f....w w.X.w4u4....,.�.. Appendix® �- M N!M Audit M. $wAr.9 n.l1 A&4 f 4.uiX.#5.Y.W..W w.W Fw.w W.X..w..W w..w................wx..M.xwx M.M.wr.k.X...w.n.d4 ti n T#M p4 M 44W W l FW A x.R F4gF X W w............ww s..w.mx u..xw M.e w 5 Appendix B - Significant and Higher,Risk Areas and Responses...nn.......4. w............w......X.............x.n...T...f................y 6 Sp r ificant.Rise Areas,M.W.s, A b Responses..........M ...........X........w........w•....................n.YNg6 Higher i s Areas ea an Responses,...,.,....... sRRR s ^u.w.r,e.fTTn. W�w.4w.ww..a...... ex.,.x...sx.w.x,.,.,,.x..T Mw.w..M.wxTwwrTnw .wMewwn Appendix C ® Summary Significant .Mw.w.n..T..w..,X.wiX..4W4.4.xww.......W,w.w................x......,... Significant Unadjusted Differences,a......,......,..............�...... :w Draft.Independent A drib 's de f...............w ......................W WWw..nW..W.Wxin,.w...W.....,.,F,....xa........x MT..�..�...T...,:xwwe.Ti � Management ep Is ta t w o n ...M'..... ..............................M..ni.a w.w...w'.4.r.r w.0 x..... ................... ......... Independence ...... w.i.....Xr...W..xx n.x..x.x.w....ew..w 1 89 Introductlion As auditors,we report to the Mayor and Coun:cH on the, results of our examination of the consOlid ated financial statements of Cape Breton Regional Municipality (the "'Munilci pal ity"') and finandal statements of thio Cape Breton Re -ch The e gional Municipality Water Utility(the Vater Utility" as ancle at d for the year end, Mai 31, 2023. purpos of this Audit Findings Report i's to assist You, as mernbers, of the Audit Committee, in your review,of the results,of our aAudit.To facilitate in YOUI-All"Iderstandinig of our findings, Appendix A to this report Rjmmarizes OUraudit process. Our report will discuss the status of our engagement, as well as comi-nunicate to,you significant audit, accolunting and reporting mattlers,arising from our procedures. We hope that this report is of as'sistanceto,you, and we look forward to discussing our findings and answering your questions. Engagi ,emlent StatLIS We have [SUbs,taiitially] completed our audit lof'the consolidated finaticial statements of the Municipality and are prepared to sign our Independent Auditor's, Repoil subsequent to,completion of the followirlig prioceduriels] Receipt olf the signed management representation letter, 0 Diss ussionof,subsequent events with the Audit Committee" r Mayor and Council's review and approval of the consolidated inn nciall statements, Independent Auditor's Report We expect to have the above procedures completed and to release our Independent Auditor's Report on October 300 2024. Unless uniOre sleen complications arise, our Independent Auditorl's Report,will lDrovide unmodified opinion,to the Mayor and Council of the Municipality and the Watei­Utility.A draft copy of out-proposed l�n,depet,,'gid eiit,Aud'itol-,"s Report has, been ifICILA ed with this report. Of Oica t Signi' n,t Aud�'ilt, Accoun ingand Report,'i'ng M�atters Audft and Reporting Matters The followingsignificant matters arose during the coursle ofaudit that we wish to bring to,your attention. Cape Bretoti,Regional Municipality- Il rch,31,20,23 Audit Findings 90 Changes from Audit Service There were, no,deviations from the Audit Service Plan. Please refer to Nan Appendix B for the significant and higher risk areas and our audit responses., D ,of o*fficulties, Encountered No,significant limitaitions were placed on,the scope or til-ningur I audit, Identified or,Suspected Frl Due to,the i u l° rnIlimitations of an it andthe nature of fraud, inClUding attempts t,concealmient thit-OLIgh forgery,or collusion, an aUdit conducted inaccordaii:,ce with Canadian genet-ally accepted auditing stanclards,cannot be relied upon,to detect fraud. While,our,audit cani,)oit be relied upot'i,to detect all instances,of fraud, nio incidents of fraud, or suspected fraud, carne to ur®attention ill,the course of out-audit. Idientified or Suspected Non- Nothing has come to our attetition fliat would suggest any u n- Cornpliance with Laws And compliance,with laws and regulations that WOUld have a material effect Reguiations on the financial statements. Mafters Arising in Connection No sigilificatit matters arose clurinthe course of'our audit in With Related Parties connection,with relat,ecl parties of'the Mun,iidpality,. Significant Deficiendes, in Our audit process fOCUses on understa,nidit,)g the controls utillized in -nent's repot-ting systerns, inClUding for estir-nates,to,the extent Internal Control t n a na g ei necessary to identify ovierall and specific financial reporting risks. This risk assessment allows us'to concentrate,our auclit procedures on high risk areas and,where possible, place reliance on controls within the, financial ireporting system to reduce the extent of out,testing It is implortant to, rote that OUr as,sess!'T) rut was not, nor was it ii,,,ltended to be,sufficient to corniet or coniclude on the Sino fficiency'of int ernial cot"I'trols. We, are,required under Canadian generally accepted auditing standards to,communicate all, significant deficiencies identified during all audit to the Audit Committee, on a firnely basis. However,we may not be aware of all significian't deficiencies that do,,, in fact, exist. While our review of controls was tiotsufficient to express an, opinion, as :ngs, to their,effectiveness or efficiencyu ou ,we present to yor findit) tti Management Letter. ........... Going Concern, No events or conditions were,identified that may cast significant doubt on the entityls ability to continue as a going concern, .i.ncluding:Whether th,e events,or conditions constitute a material unceilainty w1i,either man ement"s, use of the in concern basis of account"ing is, ................ Cape Breton Regional Municipality March,31,2 023,Au2dit Findings 91 appt-opriate in the preparation ofthe financial statements, adequacy of related diSCIOSUIres, etc. Miattlers Arising from We would like to fora-welly acknowledge t cooperation,arid assistance Disculssions i IManagemenit we received from the management and staff of the Municipality. There were no significant r-n tter Idiscussed, or SIlUbject to correspondence,with manaigemen,t that.in ouirjudgment need be briought to your attention. Significant Differe,nces, Otie significant adJusItment was pro po sled, to mann get-nent with respect to thre March 31, 2023, consolidated financial stateine nts. Final Materia,11ity Materiality is a concept usedio assess thile significance of inisstaitemients or ornissions that are idei'itified during the audit and is used to, cleterrnine the level, of aUdi't testing that is carried ult.'Thlie scope Of our audit work is tailored to reflect the relative size of operations,of the Jality,at'id auldit Municipality, and is affected by,our,assessment I of matet risk. Final rnateriality used for our audit was $5,678,000,for March 31, 2023. Auditor'sViews of ISignificant AcCOUnting Pract I icies The application of Canadian, public sector accounting standards allows and requires,the Municipality to make, ,account�ing: estimates and judgmients regarding accoufltinliies arid finaincial statement disclosures., A -ovide open and ob ective feedback regarding your Municipality's s auditors, we are uniquely positioned to pi� accounting practices, and have noted the, ll win itlems,during the clourse Of' nun,®aLj!di,t,t'ha,t we,wish,to bring to your attention,. Accounting Policies We noted the following newly adloptied, anid changes in, acCOUnting policies: The Municipality aclopted PS,328,0­ Asset Retirement Obligations as, described in Notel to the financial stalteMen ts., The adoption ofPS3,28,0 replaced PS3270 - Solid este Landfill Closure an d Post-Cloisure Liability. Accounting Estimates The preparation of consolidated financial statements in cotiformity with Canadian generally accepted accountitig principles requires managernent to make estirniates and assunipltions that affect the reported arnOUnts of assets, liabilities,the disclosure of confin,gencies, and:,the, reported amounts of revenue and expenses in the consioliclated financial staternents and accomplainy I i D_q n9tes. ........... ............­...... Cape Breton Regional Municipality- Mat-chi 31,2,023,Audit Findings 3 92 Amoilization is based our the estimated useful lives ofcapital meets. Taxes, rates and other receivables,are stated after evaluation a,s,to their ciollecta,bility and an appropiriale allowance for d'OUbtful accounts is, provided where,considered necess,ary'. Asset retirei-ne,-,nt obligations,ire recognize d based upon assumptions and estimates rel tel tothe arniount and timing of costs for future removal aril site restoratilion., By their nature, these juidgm,ents are Subject to measurement uiii,certain,ty,and the effect On the finan,cial statlements of changes in S,LJch estimates and assumptions in fUtUre years,could be, miaterial. Theise estimates and,assumptions are reviewed periodically and,as, adjustmei'As become necessary, they are reported in excess of revenues over expenses in the years ire i which they becora e known. ............................................................................................................................ .................................. Financial Stat est Disclosures The diSC110SUres i-nade, in the niotes to the consolidated finati;cial statements appear r clear, tieutrall and cons,istent,with our undei-standing ofthe ent'ity and the arnoUnts presented in the consolidated financial, Statei-nents. Other Mat,lters ............................................................................................................. .....................................................................................................--1111111111111111-............ Management Representations We have requested certain written, representations from miatizgernent,which represent a confirmation of clertain ora,l rep re,ntati otis given to, us during the course Of Ur audit...This letter, priovidied by management, has been, inClUded as, additional material to,this,replort., go AUditor Independence We confirm,to the Audit Committele that we,are ire dlependerpt of the Municipality and Water Utility. Our letter to ao the Audit Committee di'ISCUSS'ing our indepiendence is included as, part of the additional t-naterials ttached tthis report. ........... ....... ....... Cape Breton Regional Municipality- March 31,2023 Audit Findings 4 93 A�ppend 'ix A mm MN� P Aud,'Iot, P,rocess .................................... Our audit was carried out in accordance with Canadian glen erally accepted auditing standards, and included a year I -it u acconting and rnan�age ment repoiling sys,ternsa with ech materiall end balance, key review of all, siginificai transaction, and other events considered significant to the consolidated finianicial statements considered separately,. Our audit process,focused on understanding the controils utilized in managarea nt's reporting systems to the extent rye ceissary to identify overall and specific financial reporting. risks.,This risk assess,rnent enabled us to concentrate our audit procedures on the areas,where differences were most likely,to,arise.Our as,sessImentwas nolt, nor was it intended to, be, Sufficient'to conclude on the effectiveness or efficiency of internal controls. During the course of our audit,we 1ave.- 61 Exarnined, on a test basis, eviden,ice supporting the arniolutits and disclosures in, the,consolidated financial statements, 0 Assessed the accounting principles used and significant estimates made by man agernent,- Obtnan aied understanding of'the Municipality and its etiviron merit,the applicable financial reporting ffor rarneworknd athe MUnicipalify's systern of int control (regardless of whether we relied on thei�-n the put-pose,of the audit), slufficient to identify and assess the risks of material misstatement of the consolidated financial statements andto design and perform audit procedures, Reviewed and as,s,essed those accountin,g stee s deemed neces,sary to support our audit opinion. Evaluated the overall consolidatied financial statement,presenttion; Performed ubsequent events r iew with man,agilernient, 0 Reviewed and assessed the status of contingencies, commitments and guarantees; and R -e to envi t-on mental flabilitiels.eviewed and as,sessied exposui We have obtained'written representations frommaniagement, included as additional retrial s followings this report, in order to,confirm oral representations given to, us and redUce thie possibility of misunderstanding. Specifically, we have obtained written confirmation of'significant representations pr id d on, i-nattersthatare: Directly,related to, items that are material, efther individually or in theaggregate,to the,consolidated financial statements" Not directly related to items that are male,rial to,the,consolidated financial statements, but are significant, either inidividually orin'the aggregate,to the en cement; and Matters rel evant,to managementjudgmet s or est�ima,tes that are rnaterial, either individuailly or in the aggreg:ate,,, to the consolidated financial staternents. ,Cape Breton Regional Municipality- Marich,31,2023,Audit,Findings 5, 94 ign'if'ican e r Rolsk Areas and Res Plonses Si I gn I ificant Risk Areas and Responses ................ Revenues Tax and water utility revenue MINP Peii-formed substantive,analytical p-olicedUres, Revenue is a presurned fraud risk and theil-lefore as well asa test of'details using a random selection considered a significant risk. biasied on a,sign,ificanI�risk factor. Government grants,transfers, g1rants-ini-heurn and other revenue P reviewed supporting docis nientation for individual items,exceeding olur sign i,ificant va,lue thireshold as,well as a,test of'cletails of the ret-naining population using. a randorn selection based on a significant risk factor. Management override ofinter nal controls MNP performed a, review ofJouirnal,entries for urn IUSUal entries and obtained supporting There is,a prerned fraud risk of managet-netlit documentation for high 'i-isk entries identified, override of internal control Ffiigher Risk Areas and �Responses ..............- milmiIIIIIII I l i NINE MI 121 I low Asset retirement o,bligation NiMP obtained manag lement's assessmentof the liabili . We herecalculated the balance, reviewed The liability is subject to significant management assumptions used, suich as inflation and discount judigemetit alnd,estimate uncei-tainty. rates,, and agreed to collaborative information, Ac rue employeel benefits MNP obtained rnanagement's assessment of the liability. 'We,have recalculated the balance, reviewed The, inn ori-nation usedto calculate portions of thle lassurniptions used, such as inflation and discouint liability are not complilled an,nual, andtherefore rates, and agreed to,clollaboratl[ve information. subject to significant managliernentjudgement and estimate uncertainty. Cape Breton Regional] Municipality- March 31,2023 Audit Findings 6, 95 Summary D*Iff'erences, principalig�, n*� fl* nt Apple,nd*l,x C um: .......... Significant Unadjusted Differences OUT 0 ----------------- - 1 " 15 n dent in the water utility Uncorrected opening differences, 2051 74 (205,774) To tal n u i r ies 3 D5, ' i Ca nadian g e a le ra I ly accepted a U diting star ,rd s req u i re tli,at,we req get of ma rent aril the Audit Commute that identified nadj u t d differences be corrected.We,have made this, request f management, l oweve'r based on bothu r tit nti nd qualitative cori,siderations, management has to i ed niotto correctthose, ildentified differences diet rernain Unadjusted.They have represents to us"that in thein udgm nt the luras Biu to differences .t � s rnrl We 01Lrrµwith man, agem.. ntJ,.s,.re resent, t.o that tl�r, a na rst,e %f erTM r i ,e are not rl-,int,eri l to'the.. cloti,solidated financial staternenits and, accordingly, these unadjusted diffe nc havie no, effect on, olutm Independent Auditor0 Report. Cape Brietion RegionalMunicipality- March,31,20'23 Audit Findings 96 Draft Independent, Aud 't,or's, Report S Attached,) Cade Breton Regional Municipality- March 31,2023 Audit Findings 97 Independent Auditor's Report A41VP To Her worship the Mayor and Members of Council of Cape Breton Regional Municipality: Opinion We have audited the consolidated financial statements of Cape Breton Regional Municipality and its subsidiaries(the "Municipality"),on pages 2-26,which comprise the consolidated statement of financial position. at March 31,2023, and the consolidated statements of financial activities,changes in net debt and cash flows fo.r.-the"Yeaf then ended, and notes to the consolidated financial statements, including a summary of significant acc .un n'g...policies. In our opinion,the accompanying consolidated financial statements present fairly,in 6W. material respects,the consolidated financial position of the Municipality as at March 31,2023,and the result :. f its::consolidated financial position,changes in its net debt and its consolidated cash flows for the year thea:' dein accordance with Canadian public sector accounting standards. Basis for Opinion We conducted our audit in accordance with Canadian generally accepted: .i#ing standards.Our responsibilities under those standards are further described in the Auditor's Resp :t� .i ilities for the Audit of the Consolidated Financial Statements section of our report.We are independent of the-Mu"rii ipality in accordance with the ethical requirements that are relevant to our audit of the consolidated%fi an i l.'stak ements in Canada,and we have fulfilled our other ethical responsibilities in accordance with these req iTer ents.'- e believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis::-fr:.our.:oPinion. Other Matters-Supplementary Information of audit was conducted for the purpose of forming::--'a. :..o.,pinion on the consolidated financial statements taken as a whole,The supplementary information included o'n' pa--g' 7 -33 is presented for the purposes of additional information and is not a required part of the: 0.1J.6 d financial statements.Such supplementary information has been subjected to the auditing procedures'- 'pp ied.bonly to the extent necessary to express an opinion on the audit of the consolidated financial statements.%a.s.a wridl . Responsibilities of Management nd Those Larged with Governance for the Consolidated Financial Statements Management is responsible dor the':'-:p and fair presentation of the consolidated financial statements in accordance with Cana di.a-n pu 1i'c.:sector accounting standards,and for such internal control a management determines is necessar i b"ienab.le the preparation of consolidated financial statements that are free from material misstatement,whether due t :: ra d or error. In preparing 4.he"con bIidated financial statements, management is responsible for assessing the Municipality's ability to continue a '6`' c�..ing concern,disclosing,as applicable,matters related to going concern and using the going concern basis.-o accounting unless manager ent either intends to liquidate the Municipality or to cease operations, or has nose 01 c.-Aternative but to do so. -.3hose' 'charcied with governance are responsible for overseeing the Municipality's financial reporting process. MNP LLP Commerce Tower 1 Dorchester t,,Suite SOO PCS Box 1,Sydney , B1P 6G9 T.902.5 .3 �0 �: 02.S64.6062 D PRAXITY' mpa,ratM;liks4u Gr4ba71Y 98 Auditor's Responsibilities for the Audit of the Consolidated Financial Statements Our objectives are to obtain reasonable assurance about whether the consolidated financial statements as a Wr 61e,-:. are free from material misstatement,whether due to fraud or error,and to issue an auditor's report that includes o r,..: opinion.Reasonable assurance is a high level of assurance,but is not a guarantee that an audit conducted i ��%:::'% accordance with Canadian generally accepted auditing standards will always detect a material misstatement--' r en it'. exists. Misstatements can arise from fraud or error and are considered material if, individually or in thea 'r gar,- they could reasonably be expected to influence the economic decisions of users taken on the basis of j.he e consolidated financial statements. As part of an audit in accordance with Canadian generally accepted auditing standards,we ex rde.:.pr• fessional judgment and maintain professional skepticism throughout the audit.we also: • Identify and assess the risks of,material misstatement of the consolidated financial st t .r ents,whether due to fraud or error,design and perform audit procedures responsive to these risk',adbtair audit evidence that is sufficient and appropriate to provide a basis for our opinion.The.r� of:`,-ot-:fete ting a material misstatement resulting from fraud is higher than for one resulting from.. rr if:r'a. ..-fraud may involve collusion, forgery, intentional omissions,misrepresentations,or the override of:int 0al control. • Obtain an understanding of internal control relevant to the audit in"O''rder to-' esign audit procedures that are appropriate in the circumstances, but not for the purpose of prey i.h an opinion on the effectiveness of theMunicipality's internal control. • Evaluate the appropriateness of accounting policies used acid-the' -r onableness of accounting estimates and related disclosures,made by,management. • Conclude on the appropriateness of management's use of th.e:.g o ing concern basis of accounting and, based on the audit evidence obtained,whether a material::.-unc rt .i..nki i t --. s related t events or conditions that may cast sig nificant doubt on the i lunicipaIity's .biiity t 63%ntinue as a going concern.if we co clud e that a material uncertainty exists,we are required to.cera att , ion in our auditor's report to the related disclosures in the consolidated financial sta�terits ar.if such disclosures are inadequate,to ,modify our opiNon.Dur conclusions are based on the` u.dit i er�ce obtained up to the date of our auditor's report. However,future events or conditions may.cus'eAhe Municipality to cease to continue as a going concern. • Evaluate the overall presentation,str. t :r e and"content of the consolidated financial statements, including the disclosures,and whether the consolidated financial statements represent the underlying transactions and events in a ,manner that achieves fai r`p:'res.entation, Obtain sufficient appropriate audit:- ide'n e regarding the financial information of the entities or business activities within the Municipality to x Gress an opinion on the consolidated financial statements.we are responsible for the dire t n,supervision and performance of the gaup audit.We remain solely responsible for our audit opinion. We communicate with..thos ::. arg d with governance regarding,among other ratters,the planned scope and tuning of the audit and'.:.: -igrnific rit."audit findings,including any significant deficiencies in internal control that we identify during our audit. ydneyj-::-1 vp is Chartered Professional Accountants 99 MNP Independent Auditor's Repo Aflpip To Her Worship the Mayor and Members of Council of Cape Breton Regional Municipality Water Utility: We have audited the financial statements of Cape Breton Regional Municipality Water Utility(the" I ter Utility")i which comprise the statement of financial position as at March 31,2023,and the statements of financial..activities, operating fund surplus,change in cash-depreciation reserve,accumulated allowance for depreciation,n'v"'e trnent in capital assets, special reserve and cash flows for the year thea ended,and notes to the financi0statements,including a su m mary of significant accounting policies. In cur opinion,the accor panying financial statements present fairly,in all ,material res . is t fi�iancial position of .... the Water Utility s at March 31,2023,and the results of its financial performance and'..ias.h fl ws for the year then ended in accordance with the Accounting and Reporting Handbook for Water Utilities.:J.n lova Scotia. Basis for Opinion Without modifying our opinion,we draw attent o n to Note 1 to the finance-1 statements which describes the basis of accounting.We conducted our audit in accordance with Canadian gene'rally accepted auditing standards.Our responsibilities under these standards are further described in the Apditd ' ..:l ponsibilitias for the Audit of the Financial Statements section of our report.We are independent of:tFi: -.Water-Utility in accordance with the ethical requirements that are relevant t our audit of the financial state %ments In:Canada,and we have fulfilled our other ethical responsibilities in accordance with these requirements::-W e believe that the audit evidence vire have obtained is sufficient and appropriate to provide a basis for our opinion.... Responsibilities of Management and Those hara .:::.with" o ernance for the Consolidated Financial Statements Management is responsible for the preparation and ani .: resentation of the financial statements in accordance with the Accounting and Reporting Handbook l for 11 t UiOities in Nora Scotia,and for such internal control as management determines is necessary to e b.l the""'reparation of financial statements that are free from material misstatement,whether due to fraud or eirr.or. In preparing the financial staterner fs, management is responsible for assessing the Water Utility's ability to continue as a going concern,disclosing,as,.' pli able,matters related to going concern and using the going concern basis of accounting unless mana.gem nt .ithe::r htends to liquidate the Water Utility or to cease operations,or has no realistic alternative but to do s '." These charged with governance.are responsible for overseeing the Water Utility's financial reporting process. Auditor's Re' rn:.ibilities for the Audit of the Financial Statements MNP LLP Commerce Tower 1S Dorchester St,,Suite Soo PO Box 1,Sydney NS, BlP 6G9 T:902.S39.3900 :902.564.6062 Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from ,material misstatement,whether due to fraud or error,and to issue an auditor's report that includes our opinion. Reasonable assurance is a high level of assurance,but is not a guarantee that an audit conducted in accordance with Canadian generally accepted auditing standards will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered ,material if,individually or in the aggregate they..:.:::.... .... could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements. As part of an audit in accordance with Canadian generally accepted auditing standards,we exercise prof .ir .:::: judgement and maintain professional skepticism throughout the audit.We also: 0 Identify and assess the rids of,material misstatement of the financial statements,whether due to fraud or error,design and perforin audit procedures responsive to these rids,and obtain audit.: videne that is sufficient and appropriate to provide a basis for our opinion.The risk of not detecting.-a.m t tial misstatement resulting from fraud is higher than for one resulting from error,as f'raud ray:Anvolve collusion, forgery, intentional omissions, misrepresentations,or the override of internal 0 Obtain an understanding of internal control relevant to the audit in order to deign..audit procedures that are appropriate in the circumstances, but not for the purpose of expressing a ::opn on the effectiveness of the Water Utility's internal control. • Evaluate the appropriateness of accounting policies used and the rea ablen 's of accounting estimates and related disclosures made by management. Conclude on the appropriateness of management's use of the going ,'.ern basis of accounting and, based on the audit evidence obtained,whether a material uncertainty exists related to events or conditions that may cast significant doubt on the Water Utility's ability to tin­:i` :.:as:.:a going concern. If we conclude that a material uncertainty exists,vire are required to draw attention''I n o r auditor's report to the related disclosures in the financial statements or,if such disclosures are:.:: adequate,to modify our opinion.Our conclusions are based on the audit evidence obtained p.:to.th .aye of our auditor's report, However,future events or conditions may cause the Water Utility to.cease to'. the as a going concern, a Evaluate the overall presentation,structure and:: ntent: f the financial statements, including the disclosures, and whether the financial statements represe i-!:the u" dying transactions and events in a manner that achieves fair presentation. 0 Obtain sufficient appropriate audit evideh e..�`r ardin the financial information of the entities or business activities within the Water Utility to e r-ess 6.n.: pinion on the consolidated financial statements.We are responsible for the direction,super l io n-pnj... erforrnance of the group audit.We remain solely responsible for our audit opinion. We communicate with those charged with g6vernance regarding,among ether matters,the planned scope and timing of the audit and significant.. �udit findings,including any significant deficiencies in internal control that we identify during our audit. Sydney, lour ci.a Chartered Professional Accountants 101 MNP Management ................ ........................... (See A Attached) Cees Breton Regional Municipality_ Meech 3,1,2023 Audit Findings 102 Cape Breton Regional Municipality 320 Esplanade Sydney, NS B1P October 28, 2024 MNP LLP Commerce Tower 15 Dorchester St. Suite 500 PO Box 1 Sydney, Nova Scotia BlP To Whom It May Concern: in connection with your audit of the consolidated financial statements of Cape Breton Regional Municipality(the 'TMunicipaiity") as at March 31, 2023 and for the year then ended,we hereby confirm to the best of Our knowledge and belief,the following representations made to you during the course of your audit. We understand that your audit was made in accordance with Canadian generally accepted auditing standards. Accordingly,the audit included an examination of the accounting system, controls and related data, and tests of the accounting records and such Other auditing procedures as you considered necessary in the circumstances, for the purpose of expressing an Opinion on the consolidated financial statements.We also understand that such an audit is not designed to identify, nor can it necessarily be expected to disclose, misstatements, non-compliance with laws and regulations, fraud or other irregularities, should thea be any. Certain representations in this letter are described as being limited to matters that are ,material. An item is considered material, regardless of its monetary value, if it is probable that its omission from or misstatement in the consolidated financial statements would influence the decision of a reasonable person relying on the consolidated financial statements- Financial tatements_Finan ial Statements 1. we have fulfilled Our responsibilities, as set Out in the teras of the audit engagement letter dated July 6, 20231 for the preparation and fair presentation of the Municipality's consolidated financial statements in accordance with Canadian public sector accounting standards.we believe these consolidated financial statements are complete and present fairly, in all material respects,the financial position of the Municipality as at March 31, 2023 and the results of its operations and its cash flows, in accordance with Canadian public sector accounting standards. . All transactions have been recorded in the accounting records and are reflected in the consolidated financial statements, and are reported in the appropriate period. . We acknowledge that we are responsible for the accounting policies followed in the preparation of the Municipality's consolidated financial statements.Significant accounting policies, and any related changes to significant accounting policies, are disclosed in the consolidated financial statements.The selection of accounting policies is appropriate in accordance with the requirements of Canadian public sector accounting standards, and are applied consistently throughout the consolidated financial statements. 103 . All significant judgments made In making the accounting estimates have taken into account all relevant information of which vire are aware. S. The selection and application of the methods, assumptions ns and data used in making the accounting estimates are consistent and appropriate. The assumptions relevant to accounting estimates and disclosures appropriately reflect our intent and ability to carry Out specific courses of action on behalf of the entity. '. Disclosures related to accounting estimates, including disclosures describing estimation uncertainty, are complete and are reasonable in the context of Canadian public sector accounting standards. . No subsequent event requires adjustment to the accounting estimates and related disclosures included in the financial statements. . We are aware of and concur with the contents and results of the attached journal entries prepared by you,and accept responsibility for the consolidated financial statement effects of the entries. 10. We believe the effects of those uncorrected consolidated financial statement differences aggregated by you during the audit are immaterial, both individually and in the aggregate, to the consolidated financial statements taken as a whole. A summary of these differences has been attached to this written representation. 11. Related party relationships and transactions have been appropriately accounted for and disclosed in accordance with the requirements of Canadian public sector accounting standards. 12. All events or transactions that have occurred subsequent to the statement of financial position and for which Canadian public sector accounting standards require adjustment or disclosure have been adjusted or disclosed appropriately in the consolidated financial statements. 1 . All plans or intentions that may affect the carrying value or classification of assets and liabilities are appropriately reflected in the consolidated financial statements in accordance with Canadian public sector accounting standards. 2 104 1 . All liabilities, both known and contingent, requiring recognition or disclosure in the consolidated financial statements in accordance with the requirements of Canadian public sector accounting standards have been adjusted or disclosed as appropriate. 15. All Outstanding and possible claims,whether or not they have been discussed with legal counsel, have been disclosed to you and are appropriately reflected in the consolidated financial statements. 16. All assets,wherever located, to which the Municipality had satisfactory title at the year-end, have been fairly stated and recorded in the consolidated financial statements. The assets are free from hypothecation, liens and encumbrances, except as noted in the consolidated financial statements.We have disclosed the nature and carrying amounts of any assets pledged as collateral. All assets of uncertain value, and restrictions imposed on assets, are appropriately reported in the consolidated financial statements. 17. All aspects of laws regulations or contractual agreements, including non-compliance, are appropriately reflected in the consolidated financial statements. 1 . All cash accounts have been appropriately recorded in the consolidated financial statements and all teras and associated conditions have been disclosed to you in full.we have provided you with the most current banking agreements. 19. Accounts and contributions receivable are correctly described in the records and represent valid claims as at March 31, 2023. An appropriate allowance has been made for losses from uncollectible accounts and for costs or expenses that may be incurred with respect to sales made or services rendered. 0. Inventory is correctly recorded in the consolidated financial statements in accordance with the requirements of Canadian public sector accounting standards. All required provisions for slaw-moving, obsolete, and unsaleable stock have been recorded. Inventory does not include any goods on consignment to others or goods invoiced to customers. 1. All charges to tangible capital assets and additions under capital leases represent capital expenditures. No expenditures of a capital nature were charged to operations of the Municipality. Amortization of tangible capital assets and equipment under capital leases has been recorded according to our best estimates of their useful lives.All events or circumstances giving rise to impairments are appropriately reflected in the consolidated financial statements. . Government transfers have been recognized when the transfer is authorized, and all eligibility criteria have been met. . All long-term debt and capital lease obligations has been appropriately recorded in the consolidated financial statements. All payments and accrued interest have been accounted for.The current portion of long-term debt and capital lease obligations is appropriately classified. All terms and conditions have been fully disclosed in the consolidated financial statements.We have provided you with the most current debt and financing agreements. . Revenue has been recognized Only where sales have been made and items delivered, or services rendered, and the amounts have been collected or are collectible. Revenues do not include any amounts arising from consignment sales or from any Other transaction from which the Municipality is not entitled to the proceeds. 105 S. We have identified all financial instruments, including derivati disclosed to you. . The previous year's representation letter dated October 2S, 2022 is still applicable to the prior year's consolidated financial statements, and no ratters have arisen that require restatement of those consolidated financial statements. . There are no discussions with your firms personnel regarding employment with the Municipality. Professional Services . We acknowledge the engagement letter dated July 6, 2023+which states the terms of reference regarding your professional services, . elle are not aware of any reason why MNP LLP would not be considered independent for purposes of the Municipality's audit. Sincerely, Cape Breton Regional Municipality Signature Title 107 Cape Breton Regional Municipality Hater Utility 320 Esplanade Sydney, NS 131 P 7B9 October 28, 2024 MNP LLP Commerce Tower 15 Dorchester St. Suite 500 PO Box 1 Sydney, Nova Scotia B1P 6G9 To whom It May Concern: In connection with your audit of the financial statements of Cape Breton Regional Municipality water Utility the "Water Utility") as at March 31, 2023 and for the year then ended,we hereby confirm to the best of our knowledge e and belief,the following representations made to you during the course of your audit. We understand that your audit was made in accordance with Canadian generally accepted auditing standards. Accordingly,the audit included an examination of the accounting system, controls and related data, and tests of the accounting records and such other auditing procedures as you considered necessary in the circumstances, for the purpose of expressing an opinion on the financial statements.we also understand that such an audit is not designed to identify, nor can it necessarily be expected to discloser misstatements, non-compliance with laws and regulations, fraud or other irregularities, should there be any. Certain representations in this letter are described as being limited to ,natters that are material. An iter,, is considered material, regardless of its monetary value, if it is probable that its omission from or misstatement ment in the financial statements would influence the decision of a reasonable person relying on the financial statements. Financial Statements 1. We have fulfilled Our responsibilities, as set Out in the terms of the audit engagement later dated July 6, 2023, for the preparation and fair presentation of the hater Utility's financial statements in accordance with Accounting and Reporting Handbook for water Utilities in Nova Scotia_We believe these financial statements are complete and present fairly, in all material respects,the financial position of the water Utility as at March 31, 2023 and the results of its Operations and its cash flows, in accordance with Accounting and Reporting Handbook for plater Utilities in Nova Scotia. . All transactions have been recorded in the accounting records and are reflected in the financial statements, and are reported in the appropriate period. . we acknowledge that vire are responsible for the accounting policies followed in the preparation of the Water Utility's financial statements. Significant accounting policies, and any related changes to significant accounting policies, are disclosed in the financial statements.The selection of accounting policies is appropriate in accordance with the requirements of Accounting and Reporting Handbook for water Utilities in Nora Scotia, and are applied consistently throughout the financial statements. 108 4. All significant judgments made in making the accounting estimates have taken into account all relevant information of which we are aware. . The selection and application of the methods, assumptions and data used in making the accounting estimates are consistent and appropriate. . The assumptions relevant to accounting estimates and disclosures appropriately reflect our intent and ability to carry Out specific courses of action on behalf of the entity. . Disclosures ures related t0 accounting estimates, including disclosures describing estimation n uncertainty, are complete and are reasonable in the context of Accounting and Reporting Handbook for water Utilities in Nova Scotia. . No subsequent event requires adjustment to the accounting estimates and related disclosures included in the financial statements. . we are aware of and concur with the contents and results of the attached journal entries prepared by you, and accept responsibility for the financial statement effects of the entries. 1 . we believe the effects of these uncorrected financial statement differences aggregated by you during the audit are immaterial, both individually and in the aggregate,to the financial statements taken as a whole. A summary of these differences has been attached to this written representation. 11. Related party relationships and transactions have been appropriately accounted for and disclosed in accordance with the requirements of Accounting and Reporting Handbook for Water Utilities in Nava Scotia. 12. All events or transactions that have occurred subsequent to the statement of financial position and for which Accounting and Reporting Handbook for plater Utilities in Nora Scotia require adjustment or disclosure have been adjusted or disclosed appropriately in the financial statements. 13. All puns or intentions that may affect the carrying value or classification of assets and liabilities are appropriately reflected in the financial statements in accordance with Accounting and Reporting Handbook for Water Utilities in Nora Scotia. 2 109 1 . All liabilities, both known and contingent, requiring recognition or disclosure in the financial statements in accordance with the requirements of Accounting and Reporting Handbook for water Utilities In Nova Scotia have been adjusted or disclosed as appropriate. 1 . All Outstanding and possible claims,whether or not they have been discussed with legal counsel, have been disclosed to you and are appropriately reflected in the financial statements. 16. All assets,wherever located,to which the water Utility had satisfactory title at the year-end have been fairly stated and recorded in the financial statements.The assets are free from hypothecation, liens arra encumbrances, except as noted in the financial statements.we have disclosed the nature and carrying amounts of any assets pledged as collateral. All assets of uncertain value, and restrictions imposed on assets, aro appropriately reported in the financial statements. 17. All aspects of lavers, regulations or contractual agreements, including non-compliance, are appropriately reflected in the financial statements. 18. All cash accounts have been appropriately recorded in the financial statements and all terms and associated conditions have been disclosed to you in full.We have provided you with the most current banking agreements. 1 . Accounts and contributions receivable are correctly described in the records and represent valid claims as at March 31, 2023.An appropriate allowance has been rade for losses from uncollectible accounts and for costs or expenses that may be incurred with respect to sales ,made or services rendered. , Inventory is correctly recorded in the financial statements in accordance with the requirements of Accounting and Reporting Handbook for Water Utilities in Nova Scotia. All required provisions for slow-,,roving, obsolete, and unsaleable stock have been recorded. Inventory does not include any goods on consignment to Others or goods invoiced to customers. 1. All charges to tangible capital assets represent capital expenditures. No expenditures of a capital nature were charged to operations of the Water Utility, Amortization of tangible capital assets has been recorded according to Our best estimates of their useful lives. All events or circumstances giving rise to impairments are appropriately reflected in the financial staternents. . G overnment transfers have been recognized when the transfer is authorized, and ail eligibility criteria have been met. . All long-term debt has been appropriately recorded in the financial statements. All payments and accrued interest have been accounted for.The current portion of long-term, debt is appropriately classified. All terms and conditions have been fully disclosed in the financial statements.we have provided you with the most current debt and financing agreements. . Revenue has been recognized only where sales have been made and iters delivered, or services rendered, and the amounts have been collected or are collectible. Revenues do not include any amounts arising from consignment sales or from any other transaction from which the water Utility is not entitled to the proceeds. 110 5. We have identified all financial instruments, including derivatives, and hedging relationships.These have been appropriately recorded and disclosed in the financial statements in accordance with the requirements of Accounting and Reporting Handbook for Water Utilities in Nova Scotia. . We have identified all asset retirement obligations and the costs associated with the retirement of the assets have been appropriately accounted for and disclosed in the financial statements in accordance with Canadian public sector accounting standards.. Information provided 1. We have responded fully to all inquiries made to us and have made available to you: • A complete record of all financial records that are relevant to the preparation and presentation of the financial statements, and related data and minutes of the meetings of Council held throughout the year to the present date as well as summaries of recent meetings for which minutes have not yet been prepared; • Additional information that you have requested from us for the purpose of your audit; • Unrestricted access to persons within the entity from whom you determined it necessary to obtain audit evidence. . We acknowledge manager ent`s responsibility for the design, implementation and operation of controls that have been designed to prevent and detect fraud. . 1e have assessed the risk that the financial statements may be materially,misstated as a result of fraud, and have determined: such risk to be lour. . Where the impact of any frauds or suspected frauds, and non-compliance or possible non-compliance with laws and regulations, has a ,material effect on the financial statements,vire have disclosed to you all known significant facts relating thereto, including circumstances involving management,nt, employees having significant roles over controls, and others.We have ,made known to you any allegations of fraud or suspected fraud communicated by employees, former employees, analysts, regulators and others.The effects of such events, if any, are properly presented in the financial statements. . We have disclosed to you all deficiencies in the design or operation of internal controls over financial reporting of which vire are aware. . We have disclosed to you all aspects of laws, regulations or contractual agreements that may affect the financial statements, including non-compliance. , We have disclosed to you the identities of all related parties to the Water Utility and all related party relationships and transactions of which we are aware. . We have no knowledge of side agreements (contractual or otherwise)with any parties that have not been disclosed to you. . The previous year's representation letter dated October 25, 2022 is still applicable to the prior gear's financial statements, and no matters have arisen that require restatement of those financial statements. 111 1 . There are no discussions with your firm's personnel regarding em p I oyment with the Water Utility. s 112 Professional Services 1. We acknowledge the engagement letter dated July 6, 2023+which states the terms of reference regarding your professional services. . We are not aware of any reason why MNP LLP would not be considered independent for purposes of the Water Utility's audit. Sincerely, Cape Breton Regional Municipality Water Utility Signature Title 6 113 Ind,ependence C',om� m�unicat'i'on (See Cap Breton RegionalMunicipality mm- March 31,2023 Audit,Findings i 1 114 A41VP October 28, 2024 Audit committee Cape Breton Regional Municipality 320 Esplanade Sydney, NS B1P 7 Dear Sirs/Mesdames: We have been engaged to audit the consolidated financial statements of Cape Breton Regional Municipality(the "Municipality") as at March 31, 2023 and for the year then ended. CAS 260 Communicotion With Those Charged With Govemoncerequires that we communicate with you ratters that are significant to our engagement. One such matter is relationships between the Municipality and its related entities or persons in financial reporting oversight roles at the Municipality and MNP LLP and any affiliates "M P'J that, in our professional judgment, may reasonably be thought to bear on our independence. in determining which relationships to report,the Standard requires us to consider relevant rules and related-..interpretations prescribed by the appropriate professional accounting body and applicable legislation, covering so. h"rttrs a : a Holding a financial interest, either directly or indirectly,:::,in a lient; b Holding a position, either directly or indirectly,that gig es- right or responsibility to exert significant influence over the financial or accounting policies of a cli ri or::.a related entity; c Personal or business relationships of immediate f m ly,cl se relatives, partners or retired partners, either directly or indirectly,with a client or a related entity, d Economic dependence on a client;and ( Prevision of non--assurance services in a. Jti' : to th ::" edit engagement. We are not aware of any relationship between the"M 'n' i. ipality and MNP that, in our professional judgment, may reasonably be thought to bear on our int r��c e,ihich have occurred from November 7, 2022 to October 28, 2024. We hereby confirm that MNP is independent with respect to the Municipality ithin the meaning of the Code of Professional Conduct of the Chartered Professional Accountants of Nova Scotia as of October 28, 2024. The total fees charged to the Municipality during the period from November 7, 2022 to October 28, 2-024 for audit services were $7S,000 and for indirect tax services were $S,000. This report is intended solely for the use of Audit committee, management and others within the Municipality and should not be used for any other purposes. Sincerely, MNP LLP Commerce gouger 15 Dorchester St.,Suite SOO PCS Sax 1,Sydney X15, B1P 6G9 T.902.539. 900 F:902.564.6062 Ul 115