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HomeMy WebLinkAbout2023-05-01 J01C_01 Receipt-File_Westcom FY2022 Financial Report and AuditAGENDA ITEM: CITY OF WAUKEE, IOWA CITY COUNCIL MEETING COMMUNICATION MEETING DATE: May 1, 2023 AGENDA ITEM:Consideration of approval of receipt and file of Westcom Emergency Communications Financial Report for Fiscal Year Ending June 30, 2022, and Report to the Westcom Management Committee, Results of 2022 Financial Statement Audit FORMAT:Consent Agenda SYNOPSIS INCLUDING PRO & CON: Westcom Emergency Communications underwent a fiscal review and audit for FY2022. As a member agency, the City of Waukee was provided a copy of the final reports. FISCAL IMPACT INCLUDING COST/BENEFIT ANALYSIS: COMMISSION/BOARD/COMMITTEE COMMENT: STAFF REVIEW AND COMMENT: RECOMMENDATION: Receipt and file the reports. ATTACHMENTS: I. FY2022 Westcom Financial Report II. FY2022 Westcom Audit Report PREPARED BY:Becky Schuett REVIEWED BY: J1C1 WESTCOM EMERGENCY COMMUNICATIONS Financial Report Fiscal year ending June 30, 2022 1   WESTCOM FINANCIAL REPORT June 30, 2022 Prepared by the Finance Department 3 WESTCOM 2022 FINANCIAL REPORT Table of Contents Page FINANCIAL SECTION Independent Auditor’s Report 6-8 Management’s Discussion and Analysis (Unaudited) 9-13 Basic Financial Statements Exhibit Statement of net position A 16 Statement of activities B 17 Statement of cash flows C 18 Notes to financial statements 19-26 SUPPLEMENTARY INFORMATION Combining statement of net position D 28 Combining statement of activities E 29 OTHER INFORMATION (Unaudited) Ownership and cost share by year F 32 Capital assets by equity member G 33 FY23 payment calculation H 34 INDEPENDENT AUDITOR'S REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS 35-36 4   This page is intentionally blank. 5   FINANCIAL SECTION Independent Auditor’s Report Management Committee Westcom West Des Moines, Iowa Report on the Audit of the Financial Statements Opinion We have audited the financial statements of Westcom, as of and for the year ended June 30, 2022, and the related notes to the financial statements, which collectively comprise Westcom’s basic financial statements as listed in the table of contents. In our opinion, the accompanying financial statements referred to above present fairly, in all material respects, the financial position of Westcom, as of June 30, 2022, and the changes in financial position and its cash flows for the year then ended in accordance with accounting principles generally accepted in the United States of America. Basis for Opinion We conducted our audit in accordance with auditing standards generally accepted in the United States of America (GAAS) and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States (Government Auditing Standards). Our responsibilities under those standards are further described in the “Auditor’s Responsibilities for the Audit of the Financial Statements” section of our report. We are required to be independent of Westcom and to meet our other ethical responsibilities, in accordance with the relevant ethical requirements relating to our audit. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinion. Responsibilities of Management for the Financial Statements Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America and for the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. In preparing the financial statements, management is required to evaluate whether there are conditions or events, considered in the aggregate, that raise substantial doubt about Westcom’s ability to continue as a going concern for 12 months beyond the financial statement date, including any currently known information that may raise substantial doubt shortly thereafter. 6 Auditor’s Responsibilities for the Audit of the Financial Statements 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 absolute assurance and therefore is not a guarantee that an audit conducted in accordance with GAAS and Government Auditing Standards will always detect a material misstatement when it exists. The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Misstatements are considered material if there is a substantial likelihood that, individually or in the aggregate, they would influence the judgment made by a reasonable user based on the financial statements. In performing an audit in accordance with GAAS and Government Auditing Standards, we: Exercise professional judgment and maintain professional skepticism throughout the audit. Identify and assess the risks of material misstatement of the financial statements, whether due to fraud or error, and design and perform audit procedures responsive to those risks. Such procedures include examining, on a test basis, evidence regarding the amounts and disclosures in the financial statements. Obtain an understanding of internal control relevant to the audit in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of Westcom’s internal control. Accordingly, no such opinion is expressed. Evaluate the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluate the overall presentation of the financial statements. Conclude whether, in our judgment, there are conditions or events, considered in the aggregate, that raise substantial doubt about Westcom’s ability to continue as a going concern for a reasonable period of time. We are required to communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit, significant audit findings, and certain internal control-related matters that we identified during the audit. Required Supplementary Information Accounting principles generally accepted in the United States of America require that the management’s discussion and analysis, be presented to supplement the basic financial statements. Such information is the responsibility of management and, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board, who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. We have applied certain limited procedures to the required supplementary information in accordance with GAAS, which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management’s responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance. 7 Supplementary Information Our audit was conducted for the purpose of forming an opinion on the financial statements that collectively comprise Westcom’s basic financial statements. The combining financial statements are presented for purposes of additional analysis and are not a required part of the basic financial statements. Such information is the responsibility of management and was derived from and relates directly to the underlying accounting and other records used to prepare the basic financial statements. The information has been subjected to the auditing procedures applied in the audit of the basic financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the basic financial statements or to the basic financial statements themselves, and other additional procedures in accordance with GAAS. In our opinion, the combining financial statements are fairly stated, in all material respects, in relation to the basic financial statements as a whole. Other Information Management is responsible for the other information included in the annual report. The other information comprises ownership and cost share by year, capital assets by equity member and the FY23 payment calculation but does not include the basic financial statements and our auditor’s report thereon. Our opinion on the basic financial statements does not cover the other information, and we do not express an opinion or any form of assurance thereon. In connection with our audit of the basic financial statements, our responsibility is to read the other information and consider whether a material inconsistency exists between the other information and the basic financial statements, or the other information otherwise appears to be materially misstated. If, based on the work performed, we conclude that an uncorrected material misstatement of the other information exists, we are required to describe it in our report. Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated March 28, 2023, on our consideration of Westcom’s internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts and grant agreements, and other matters. The purpose of that report is solely to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the effectiveness of Westcom’s internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering Westcom’s internal control over financial reporting and compliance. West Des Moines, Iowa March 28, 2023 8 9   WESTCOM Management’s Discussion and Analysis For Fiscal Year Ended June 30, 2022 The management of Westcom is pleased to offer readers of the financial statements this narrative overview and analysis of the financial position and activities for the fiscal year ended June 30, 2022, with selected comparative information for the fiscal year ended June 30, 2021. We encourage readers to consider this information in conjunction with the financial statements, which follow. OVERVIEW OF WESTCOM Westcom operates a consolidated public safety dispatch facility located within the Des Moines, Iowa Metropolitan Area serving almost 180,000 residents in the fast-growing western suburban cities of Clive, Norwalk, Urbandale, Waukee, West Des Moines, and Windsor Heights. The Westcom operations and management team are located at 8055 Mills Civic Parkway, West Des Moines, Iowa. The communities share a percentage of Westcom’s expenses based on their population from the most recent Census data. Westcom is governed by a management committee that consists of representatives from each equity authority member. Westcom was established on August 7, 2000, with the execution of an intergovernmental agreement between the founding cities of Clive, Urbandale, and West Des Moines to provide continued operation, improvements to, and expansion of a consolidated dispatch center. The City of West Des Moines has been the contracting and hiring authority for the joint venture since inception. The Westcom Agreement established a management committee structure and framework for additional communities to participate. Since its creation, the Agreement has been amended to include the cities of Norwalk and Waukee in 2012 and 2015, respectively, and on June 7, 2021, the agreement was amended to add the City of Windsor Heights as a participant effective July 1, 2021. The Westcom agreement is tiered to establish an equity interest for the authority member cities as well as allowing for contracted user cities who receive no equity interest. Clive, Urbandale, and West Des Moines have been classified as authority member cities beginning with the original agreement. On June 3, 2021, a Memorandum of Understanding was executed to establish Norwalk as an authority member. Each authority member maintains an undivided interest in the assets contributed to the Westcom operations. As of June 30, 2022, the percentages of ownership for each authority member city, based on historical contributions, are as follows: City Equity Percentage West Des Moines 52.14% Urbandale 30.74% Clive 14.64% Norwalk 2.48% 100.00% Each participating city (including the contract user Cities of Waukee and Windsor Heights) have an ongoing financial responsibility to fund the operations of Westcom based on annual budgeted operations and capital expenditures as approved by the management committee. OVERVIEW OF THE FINANCIAL STATEMENTS This discussion and analysis is intended to serve as an introduction to Westcom’s basic financial statements. Westcom’s basic financial statements comprise three components: 1) basic financial statements, 2) notes to the financial statements and 3) required supplementary information. This report also contains other supplementary information. 10   WESTCOM Management’s Discussion and Analysis For Fiscal Year Ended June 30, 2022 BASIC FINANCIAL STATEMENTS The basic financial statements are designed to provide readers with a broad overview of Westcom’s finances similarly to a private-sector business. The basic financial statements are prepared using the same basis of accounting as private-sector business enterprises. Under this method of accounting, an accrual basis of accounting is used. Revenue is recorded when earned and expenses are recorded when incurred. The basic financial statements include a statement of net position, a statement of revenues, expenses, changes in net position, and statement of cash flows, followed by notes to the financial statements and supplementary information. The statement of net position presents information on all the Westcom’s assets and liabilities with the difference between them reported as net position. Over time, increases or decreases in net position may serve as a useful indicator of whether the financial position of Westcom is improving or deteriorating. The statement of revenues, expenses and changes in net position reports the operating revenues and expenses and non-operating revenues and expenses of Westcom for the fiscal year which determines the change in net position for the fiscal year. The statement of cash flows reports cash and cash equivalents for the fiscal year resulting from operating activities, capital and related financing activities, investing activities, and noncash activities. The basic financial statements include only Westcom. There are no other organizations or agencies whose financial statements should be combined and presented with the financial statements of Westcom. The notes to the financial statements provide additional information that is essential to a full understanding of the data provided in the basic financial statements. 2022 FINANCIAL HIGHLIGHTS  Westcom received its first stand-alone financial statement audit performed by FORVIS LLP, an independent firm of licensed certified public accountants. The results are on pages 6-8 and 35-37 and include an unmodified opinion on the financial statements.  Assets of Westcom exceeded total liabilities (net position) by $1,943,780 as of June 30, 2022. At June 30, 2022, Westcom showed $185,104 respectively, as unrestricted net position, which were available to meet current and future obligations of Westcom.  Westcom implemented Governmental Accounting Standards Board Statements (GASBS) No. 87, Leases, during fiscal year 2022. Adoption of GASB 87 had no effect on net position as of July 1, 2021 since Westcom does not have any lease arrangements.  Revenues of Westcom totaled $5,424,426 and program expenses totaled $6,323,979 for the year ended June 30, 2022.  Westcom’s net position decreased $899,553 from July 1, 2021 to June 30, 2022. FINANCIAL ANALYSIS As noted earlier, net position may serve over time as a useful indicator of a government’s financial position. At the end of the current fiscal year, Westcom reports positive balances in all categories of net position. 11   WESTCOM Management’s Discussion and Analysis For Fiscal Year Ended June 30, 2022 Net Position Table 1 2022 2021 (Unaudited) Assets Current and other assets 705,443$ 772,729$ Noncurrent and other assets - - Capital assets, net of depreciation 1,758,676 2,463,728 Total assets 2,464,119 3,236,457 Liabilities Current liabilities 520,339 393,124 Long-term liabilities - - Total liabilities 520,339 393,124 Net position Net investment in capital assets 1,758,676 2,463,728 Restricted net position - - Unrestricted net position 185,104 379,605 Total net position 1,943,780$ 2,843,333$ The largest portion of Westcom’s net position (90% of the total) is net investment in capital assets (intangibles, equipment, vehicles, and improvements other than buildings). Westcom uses the capital assets to provide services to its users; consequently, these assets are not available for future spending. Overall, the net investment in capital assets decreased by $705,052. Unrestricted net position (10%) can be used to finance the day-to-day operations of Westcom without constraints established by enabling legislation or other legal requirements. Unrestricted net position decreased by $194,501 during the fiscal year ended June 30, 2022. 12   WESTCOM Management’s Discussion and Analysis For Fiscal Year Ended June 30, 2022 Changes in Net Position Table 2 2022 2021 (Unaudited) OPERATING REVENUES Charges for service 4,258,501$ 3,853,537$ Operating grants and contributions 1,162,135 1,268,316 Other operating revenues 1,500 14,563 Total operating revenues 5,422,136 5,136,416 OPERATING EXPENSES Cost of sales and services 5,579,846 5,012,878 Depreciation 744,133 1,025,835 Total operating expenses 6,323,979 6,038,713 Operating (loss) (901,843) (902,297) NONOPERATING REVENUES Investment earnings 2,290 1,570 Total nonoperating revenues 2,290 1,570 (Loss) before capital contributions (899,553) (900,727) OTHER FINANCING SOURCES Capital contributions - 309,316 Total other financing sources - 309,316 Change in net position (899,553) (591,411) Net position, beginning of year 2,843,333 3,434,744 Net position, end of year 1,943,780 2,843,333 For the year ended June 30, 2022, total revenues were $5,424,426 and total expenses were $6,323,979. Westcom’s net operating loss was $901,843 for the year ended June 30, 2022. The decrease in net position during the year ended June 30, 2022, was anticipated and was primarily due to non-cash depreciation expense. Cities contribute towards operations and towards the purchase of capital assets on a cash basis, so seeing an operating loss is not uncommon. Westcom receives contributions from two primary sources to fund capital and operations costs. Contributions for the year ended June 30, 2022 from the participating cities totaled $4,258,501 (79%) and contributions from the 911 surcharge fund through the Polk County 911 Service Board totaled $1,162,135 (21%). The 911 funds are collected by telephone service providers as a surcharge (wireline, wireless, and Voice over IP [VoIP]). The service providers remit their collected surcharge funds to the State of Iowa, and the State formulaically distributes the funds to each county. The 911 Service Board then distribute funds to Public Safety Answering Points (PSAPs) such as Westcom. Other revenue for the year ended June 30, 2022 totaled $1,500 and includes charges for records requests. 13   WESTCOM Management’s Discussion and Analysis For Fiscal Year Ended June 30, 2022 Capital contributions decreased by $309,316 due to one-time contributions collected in the previous fiscal year including a tower provided by a new equity member and a contribution for analog radio expenses provided by a neighboring school district. Expenses increased $285,266, or 5% from the prior fiscal year. This was primarily due to rising personnel costs. BUDGETARY HIGHLIGHTS In fiscal year 2022, Westcom’s actual receipts were $508,645 less than budgeted receipts and actual disbursements were $387,998 more than budgeted disbursements. Actual receipts were lower than expected due to operating expenses subject to reimbursement being lower than budget. Actual disbursements were more than budgeted since non-cash depreciation is not included in the annual budget. CAPITAL ASSETS Westcom’s capital assets consist of intangibles, equipment, vehicles, and improvements other than buildings. See Note 3 to the financial statements for more information about the capital assets. LONG-TERM LIABILIITES Westcom does not currently have long-term liabilities. All employees of Westcom are employed by the City of West Des Moines as outlined in the Agreement. Therefore, all long-term liabilities related to employee costs (including other post-employment benefits payable, pension liability, and compensated absences) are not included in Westcom’s financial statements. ECONOMIC FACTORS BEARING ON WESTCOM’S FUTURE Westcom is almost entirely dependent upon local 911 surcharge funds and contributions from participant cities to fund its operations. A decrease in the allocation of 911 funding from Polk County 911 Service Board is expected in the future. Westcom intends to reduce staffing and other expenditures to cover the shortfall. In addition, the contributing Cities have agreed to increase contributions to close the gap in funding from Polk County. CONTACTING WESTCOM’S FINANCIAL MANAGEMENT This financial report is designed to provide citizens, members, and grantor agency with a general overview of Westcom’s finances and operating activities. If you have any questions or require additional information please contact the coordinating agency’s Finance Director, 4200 Mills Civic Parkway, West Des Moines, Iowa 50265. 14         This page is intentionally blank.                                                           15               BASIC FINANCIAL STATEMENTS     16 Exhibit A WESTCOM STATEMENT OF NET POSITION June 30, 2022 ASSETS Current assets Pooled cash-due from coordinating agency 158,436$ Due from other governmental units Polk county 911 fund 242,671 Participating cities 304,336 Total current assets 705,443 Noncurrent assets Capital assets: Intangibles 2,505,833 Equipment 9,744,831 Vehicles 95,343 Improvements other than buildings 557,246 Accumulated depreciation (11,144,577) Capital assets, net 1,758,676 Total noncurrent assets 1,758,676 Total assets 2,464,119 LIABILITIES Current liabilities Due to coordinating agency-accounts payable 25,250 Due to coordinating agency-accrued wages 49,369 Unearned revenue 445,720 Total current liabilities 520,339 Total liabilities 520,339 NET POSITION Net investment in capital assets 1,758,676 Unrestricted 185,104 Total net position 1,943,780 Total liabilities and net position 2,464,119$       See Notes to Financial Statements.     17 Exhibit B WESTCOM STATEMENT OF ACTIVITIES Year ended June 30, 2022 OPERATING REVENUES Intergovernmental Charges for service-equity members 3,550,966$ Charges for service-contract users 707,535 Operating grants and contributions-911 fund 1,162,135 Other 1,500 Total operating revenues 5,422,136 OPERATING EXPENSES Salary and personal services 3,520,645 Supplies and services 150,953 Contractual services 1,866,867 Utilities 40,633 Miscellaneous equipment 748 Depreciation 744,133 Total operating expenses 6,323,979 Operating (loss) (901,843) NONOPERATING REVENUES Investment earnings 2,290 Total nonoperating revenues 2,290 Change in net position (899,553) Net position, beginning of year 2,843,333 Net position, end of year 1,943,780 See Notes to Financial Statements.     18 Exhibit C WESTCOM STATEMENT OF CASH FLOWS Year ended June 30, 2022 Cash flows from operating activities: Receipts from customers and users 4,213,297$ Receipts from Polk county 1,171,640 Payments to coordinating agency (3,585,636) Payments to suppliers (2,038,714) Net cash (used) by operating activities (239,413) Cash flows from investing activities: Investment earnings 2,290 Net cash provided by investing activities 2,290 Cash flows from capital and related financing activities: Purchase of capital assets (39,082) Net cash (used) by capital and related financing activities (39,082) (Decrease) in pooled cash (276,205) Pooled cash, beginning of year 434,641 Pooled cash, end of year 158,436 Operating income (loss)(901,843) Depreciation 744,133 (Increase) decrease in due from other governmental units (208,919) Increase (decrease) in accounts payable, due to coordinating agency (48,357) Increase (decrease) in accrued wages payable, due to coordinating agency 3,853 Increase (decrease) in unearned revenue 171,720 Net cash (used) in operating activities (239,413)$ Reconciliation of operating income to net cash (used) in operating activities: Adjustments to reconcile operating income to net cash (used) in operating activities: See Notes to Financial Statements. 19   WESTCOM NOTES TO BASIC FINANCIAL STATEMENTS NOTE 1 SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES Reporting Entity Westcom is a consolidated public safety dispatch facility with its own management committee consisting of representatives from each authority member. The joint venture was formed on August 7, 2000, with the execution of an intergovernmental agreement between the founding cities of Clive, Urbandale, and West Des Moines to provide continued operation, improvements to, and expansion of a consolidated dispatch center. The Agreement established the management committee structure and framework for additional communities to participate. Since its creation, the Agreement has been amended to include the cities of Norwalk and Waukee in 2012 and 2015, respectively, and on June 7, 2021, the agreement was amended to add the City of Windsor Heights as a participant effective July 1, 2021. The communities share a percentage of Westcom’s expenses based on their population from the most recent Census data. The City of West Des Moines (West Des Moines) has been designated as the coordinating agency responsible for the contracting and hiring authority for the joint venture since inception. The employees assigned to Westcom are West Des Moines employees. The Westcom agreement is tiered to establish an equity interest for the authority member cities as well as allowing for contracted user cities who receive no equity interest. Clive, Urbandale, and West Des Moines have been classified as authority member cities beginning with the original agreement. On June 3, 2021, a Memorandum of Understanding was executed to establish Norwalk as an authority member. As of June 30, 2022, the percentages of ownership for each authority member city, based on historical contributions, are as follows: City Equity Percentage West Des Moines 52.14% Urbandale 30.74% Clive 14.64% Norwalk 2.48% 100.00% Each authority equity member maintains an undivided interest in the assets contributed to the Westcom operations. To become an authority equity member, the city must be a partial authority member for 3 years and meet the financial threshold (achieving the % of the eligible city’s share of assets based on the current share of expenses through the application of a 25% operations credit for each dollar contributed to the operations of Westcom). Each participating city has an ongoing financial responsibility to fund the operations of Westcom based on annual budgeted operations and capital expenditures as approved by the management committee. For financial reporting purposes, Westcom has included all funds, organizations, agencies, boards, commissions, and authorities. Westcom has also considered all potential component units for which it is financially accountable, and other organizations for which the nature and significance of their relationship with Westcom are such that exclusion would cause Westcom's financial statements to be misleading or incomplete. The Governmental Accounting Standards Board has set forth criteria to be considered in determining financial accountability. These criteria include appointing a voting majority of an organization's governing body, and (1) the ability of Westcom to impose its will on that organization or (2) the potential for Westcom to provide specific benefits to or impose specific financial burdens on Westcom. Westcom has no component units which meet the Governmental Accounting Standards Board criteria. 20   WESTCOM NOTES TO BASIC FINANCIAL STATEMENTS NOTE 1 SUMMARY OF ACCOUNTING POLICIES (continued) Basis of Presentation These financial statements have been prepared in conformity with the accounting principles generally accepted in the United States of America (GAAP) that apply to governmental units. The Governmental Accounting Standards Board (GASB) is the accepted standard-setting body for establishing governmental accounting and financial reporting principles. The accrual basis of accounting is used by Westcom. Under this basis of accounting, assets and liabilities associated with the operation of Westcom are included on the statement of net position. Revenues are recorded when earned which is when the service is provided, and expenses are recorded at the time liabilities are incurred. Westcom charges the participating communities for operations including maintenance and operations in accordance with the Agreement, primarily based on budgeted expenses and population data based on the most recent census. Annually, the actual costs are compared to budgeted collections from participating cities. Any differences are automatically rolled into the next year collection calculation in accordance with the agreement. Operating and nonoperating revenues and expenses: Operating revenues result from exchange transactions of Westcom for charges to participating communities. Under the terms of the operating agreement, population is the preferred metric used to allocate expenses among the participating communities. The population estimates are obtained annually from the US Census Bureau; when actual census data is available either through the decennial census or a special census conducted by a community, those numbers are to be used. Below is the allocation used in the current fiscal year. City Population Estimates as of July 1, 2021 Share of Expenses (Operating Revenues) Clive 18,814 10.46% Norwalk 13,609 7.57% Urbandale 45,923 25.54% Waukee 26,495 14.74% West Des Moines 69,792 38.82% Windsor Heights 5,170 2.88% 179,803 100.00% Nonoperating revenues and expenses result from nonexchange transactions such as investment earnings. Expenses associated with operating Westcom and providing services are considered operating. 21   WESTCOM NOTES TO BASIC FINANCIAL STATEMENTS NOTE 1 SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued) Basis of Presentation (continued) The following is a summary of accounting policies used in preparation of the financial statements: Pooled cash: Westcom maintains deposits with the City of West Des Moines as the coordinating agency, which invests these deposits on a short-term basis. West Des Moines allocates investment income to Westcom based upon West Des Moines' rate of return on pooled cash and investments and Westcom's average annual deposit balance. Investments: West Des Moines purchases investments on behalf of Westcom. As of June 30, 2022, there were no investments. Due from other governments: Westcom accrues any unpaid balances from participating communities at year-end and the 911 fund revenues owed by Polk County. As of June 30, 2022, the total amount due from Polk County was $242,671 and the total due from participating communities was $304,336. As previously disclosed, Polk County’s allocation is expected to decrease in future years. An allowance for doubtful accounts has not been accrued as Westcom feels these balances will be collected. Capital assets: Intangibles, equipment, vehicles, and improvement other than buildings are stated at cost. The cost of renewals and material improvements that extend asset lives more 1 year and cost more than $5,000 are capitalized. The cost and accumulated depreciation of assets disposed are deleted, with any gain or loss recorded in current operations. The cost of normal maintenance and repairs that do not add to the value of the asset or materially extend assets lives are not capitalized. Donated capital assets are recorded at acquisition value at the date of donation. Depreciation has been provided using the straight-line method over the estimated useful lives of the respective assets. The estimated useful lives for each capital asset type are as follows: Asset class Estimated useful lives (in years) Intangibles 5 Equipment 5-20 Vehicles 5-7 Improvements other than buildings 15 Net position: Net position represents the difference between assets and liabilities. Net investment in capital assets consists of capital assets, net of accumulated depreciation, reduced by any outstanding balances of any borrowings used for the acquisition, construction or improvement of those assets and adjusted for any deferred charges on refunding’s. Net investment in capital assets excludes unspent bond proceeds. There were no unspent bond proceeds as of June 30, 2022. Net position is reported as restricted when there are limitations imposed on their use either through the enabling legislation or through external restrictions imposed by creditors, grantors or laws or regulations of other governments. Westcom first applies restricted resources when an expense is incurred for purposes for which both restricted and unrestricted net position are available. As of June 30, 2022, there were no restrictions. 22   WESTCOM NOTES TO BASIC FINANCIAL STATEMENTS NOTE 1 SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (continued) Basis of Presentation (continued) Use of estimates: The preparation of the financial statements in conformity with accounting principles generally accepted in the United States of America requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities in the financial statements and accompanying notes. Actual results may differ from those estimates. As part of Westcom’s contractual services, Westcom contributes to West Des Moines (the Coordinating Agency) reimbursement for indirect costs based on a consistent allocation methodology using measurable metrics and actual expenses incurred in the prior fiscal year. Indirect cost allocations include costs of accounting, human resources, information technology, city clerk, facilities maintenance, building depreciation, vehicle fleet maintenance management, and insurance. The calculation is performed by an independent contractor, Cost Advisory Services. The total indirect costs allocated to Westcom based on the previous fiscal year was $663,470 for the year ended June 30, 2022. Compensated absences and deferred compensation plan: Employees assigned to Westcom are employees of West Des Moines, the Coordinating Agency. Wages and benefits are paid by West Des Moines as a direct allocation. Employee benefits are provided under the policies of West Des Moines. Under these policies, employees accumulate vacation and sick leave hours for subsequent use or for payment upon termination, death, or retirement. If paid upon death or retirement, the total accumulated hours are paid at one-half of the then effective hourly rate for that employee, with a maximum of 960 hours per employee. These accumulations are reimbursed to the Coordinating Agency through monthly billings. Westcom has no liability for these benefits. Employees assigned to Westcom also participate in West Des Moines' deferred compensation plan created in accordance with Internal Revenue Code, Section 457 and Section 401(a). The Section 457 plan, and the Section 401(a) plan are available to salaried full time West Des Moines employees, permits them to defer a portion of their salary until future years. The deferred compensation is available to employees at termination, retirement, death, unforeseeable emergency. The plan was amended to comply with IRC Section 457 (g) which allowed for the plan to hold its assets in trust. Under these requirements, the assets of the plan are no longer subject to the general creditors of the Westcom. During the fiscal year ended June 30, 2022, contributions totaled approximately $2,100 paid through the allocation of expenses to participating cities. NOTE 2 RELATED PARTY TRANSACTIONS Westcom shares certain expenses with West Des Moines in accordance with the provisions of Westcom Agreement. Westcom incurred wages and employee benefit costs of approximately $3,520,645 for employees working for Westcom and incurred vehicle replacement charges of approximately $6,394 during the fiscal year ended June 30, 2022. 23   WESTCOM NOTES TO BASIC FINANCIAL STATEMENTS NOTE 3 DEPOSITS AND INVESTMENTS Authorized investments: Westcom appointed the Finance Director of West Des Moines as Westcom Treasurer. The investment policy of Westcom directs the funds to be invested in the same manner as West Des Moines Funds are invested under the West Des Moines investment policy. West Des Moines is authorized by statute to invest public funds in obligations of the United States government, its agencies and instrumentalities; certificates of deposit or other evidences of deposit at federally insured depository institutions approved by City Council; prime eligible bankers acceptances; certain high-rated commercial paper; perfected repurchase agreements; certain registered open-end management investment companies; certain joint investment trusts; and warrants or improvement certificates of drainage districts. However, the City’s investment policy additionally limits investments in commercial paper to obligations at the time of purchase rated within the two highest ratings issued by nationally recognized statistical rating organizations with a maturity less than 270 days. Interest rate risk: Interest rate risk is the risk that changes in market interest rates will adversely affect the fair value of an investment. Generally, the longer the maturity of an investment the greater the sensitivity the fair value is to changes in market interest rates. In accordance with Westcom’s investment policy, Westcom minimizes the interest rate risk of investments in the portfolio by structuring its investment portfolio so that investments mature to meet cash requirements for operations. Westcom investment policy defines operating funds as those funds that can be reasonably expended during a current budget year or within 15 months of receipt. Operating funds are limited to a maturity of 397 days. Non-operating funds are to be invested to coincide with the expected use of the funds. Westcom’s investment policy requires that nonoperating funds not exceed a five-year maturity. Credit Risk: Generally, credit risk is the risk that an issuer of an investment will not fulfill its obligation to the holder of the investment. This is measured by the assignment of a rating by a nationally recognized statistical rating organization. Westcom’s investment policy limits investments in commercial paper and other corporate debt to the top two highest classifications. Westcom did not invest in any commercial paper or other corporate debt during the year. Westcom adheres to investment policies established in the State of Iowa code. Concentration of Credit Risk: Westcom’s investment policy seeks diversification to reduce overall portfolio risk while attaining market rates of return to enable Westcom to meet all anticipated cash requirements. The policy limits Westcom to holding a minimum of 5% of the total portfolio in highly marketable short-term treasuries, short-term federal government agencies, checking with interest, government pooled account or a combination of all four. The policy limits investments to avoid over- concentration in securities of a specific issuer and limits certificates of deposit to the amount approved by City Council for each financial institution in accordance with the Code of Iowa. Custodial Credit Risk-Deposits: Custodial credit risk for deposits is the risk that, in the event of the failure of a depository financial institution, a government will not be able to recover its deposits or will not be able to recover collateral securities that are in the possession of an outside party. It is Westcom’s policy to require that time deposits above FDIC insurance limits be secured by collateral or private insurance to protect public deposits in a single financial institution if it were to default. Chapter 12C of the Code of Iowa requires all Westcom funds be deposited into an approved depository and be either insured or collateralized. As of June 30, 2022, Westcom’s deposits with financial institutions were entirely covered by federal depository insurance or insured by the state through pooled collateral, state sinking funds and by the state’s ability to assess for lost funds. 24   WESTCOM NOTES TO BASIC FINANCIAL STATEMENTS NOTE 3 DEPOSITS AND INVESTMENTS (continued) Custodial Credit Risk-Investments: For an investment, this is the risk that, in the event of the failure of the counterparty, Westcom will not be able to recover the value of its investments or collateral securities that are in the possession of an outside party. Westcom had no custodial risk with regards to investments since all investments were held by West Des Moines. NOTE 4 CAPITAL ASSETS   The following table shows the changes in capital assets for the year ended June 30, 2022: Beginning Balance Additions Deletions Ending Balance Capital assets, being depreciated Intangibles 2,505,833 - - 2,505,833 Equipment 9,705,749 39,082 - 9,744,831 Vehicles 95,343 - - 95,343 Improvements other than buildings 557,246 - - 557,246 Total capital assets, being depreciated 12,864,171 39,082 - 12,903,253 Less accumulated depreciation for Intangibles 2,436,908 36,056 - 2,472,964 Equipment 7,433,199 666,607 - 8,099,806 Vehicles 84,538 4,322 - 88,860 Improvements other than buildings 445,799 37,148 - 482,947 Total accumulated depreciation 10,400,444 744,133 - 11,144,577 Net capital assets 2,463,727$ (705,051)$ -$ 1,758,676$ Intangibles primarily include software. Equipment includes radios, computer-aided dispatch equipment, a tower, and telephone system. Improvements other than buildings include modifications to the Westcom building located at Public Safety Station 19 located at 8055 Mills Civic Parkway, West Des Moines, Iowa. NOTE 5 RISK MANAGEMENT Westcom is exposed to various risks of loss related to torts, theft of, damage to and destruction of assets; errors and omissions, and natural disasters. Westcom carries commercial insurance for general liability claims. Settled claims did not exceed commercial coverage in the past year. West Des Moines is self-insured for medical benefits. Westcom makes monthly contributions to West Des Moines’ Self Insurance Fund for medical claims based on a budgeted per-member amount. 25   WESTCOM NOTES TO BASIC FINANCIAL STATEMENTS NOTE 5 RISK MANAGEMENT (continued) The COVID-19 outbreak is disrupting business across a range of industries in the United States and financial markets have experienced a significant decline. As a result, local, regional, and national economies, including that of Westcom, may be adversely impacted. The extent of the financial impact of COVID-19 will depend on future developments, including the duration and spread, which are uncertain and cannot be predicted. Due to the uncertainties surrounding the outbreak, management cannot presently estimate the potential impact of Westcom’s operation and finances. NOTE 6 RETIREMENT SYSTEM As a direct allocation from West Des Moines, Westcom contributes the current required contributions as stated in the operating contractor agreement for the employees working for Westcom related to the Iowa Public Employees’ Retirement System (IPERS). IPERS is a cost-sharing multiple-employer defined benefit pension plan administered by the State of Iowa. IPERS provides retirement and death benefits, which are established by State statute to plan members and beneficiaries. IPERS issues a publicly available financial report that includes financial statements and required supplementary information. The report may be obtained by writing to IPERS, P.O. Box 9117, Des Moines, Iowa 50306-9117. In fiscal year 2022, regular members were required to contribute 6.29% of their annual covered salary and West Des Moines was required to contribute 9.44% for a total rate of 15.73%. Protection occupation members contributed 6.21% of pay and the City contributed 9.31% for a total rate of 15.52%. Contribution requirements are established by State statute. Westcom reimburses the Coordinating Agency for these costs through monthly billings for the employees that are allocated to Westcom operations. Westcom has no liability for these benefits. NOTE 7 OTHER POSTEMPLOYMENT BENEFITS As a direct allocation from West Des Moines, Westcom contributes the current required contributions as stated in the Agreement for the employees working for Westcom related to West Des Moines single- employer health care plan that provides medical, prescription drugs and dental benefits to all active and retired employees and their eligible dependents including employees working for Westcom. Group insurance benefits are established under Iowa Code Chapter 509A. 13. No assets are accumulated in a trust that meets the criteria in paragraph 4 of GASB Statement No. 75. The Plan does not issue a separate stand-alone financial report. The healthcare benefit plans are self-insured and are administered by a third party. Individuals who have attained age 65 and retire from active employment are eligible for retiree benefits at a rate of 102% of the full active employee premium rates. Contributions are required for both retiree and dependent coverage. West Des Moines establishes and amends contribution requirements, which currently is to pay health claims as they occur. Westcom’s direct allocation of the contribution based on pay as you go financing to the other postemployment benefits plan for the years ended June 30, 2022, was $0. Westcom reimburses the Coordinating Agency for these costs through monthly billings for the employees that are allocated to Westcom operations. Westcom has no liability for these benefits. 26   WESTCOM NOTES TO BASIC FINANCIAL STATEMENTS NOTE 8 NEW PRONOUNCEMENTS The Governmental Accounting Standards Board has issued Statement No. 96, Subscription-Based Information Technology Arrangements. This statement will be implemented for the fiscal year ending June 30, 2023. The requirements of this statement will require reporting of certain potentially significant arrangements that are not currently reported. 27   SUPPLEMENTARY INFORMATION 28   Exhibit D WESTCOM COMBINING STATEMENT OF NET POSITION Year ended June 30, 2022 Polk County 911 Participating Cities Total ASSETS Current assets Pooled cash-due from coordinating agency (41,559)$ 199,995$ 158,436$ Due from other governmental units Polk county 911 fund 242,671 - 242,671 Participating cities - 304,336 304,336 Total current assets 201,112 504,331 705,443 Noncurrent assets Intangibles - 2,505,833 2,505,833 Equipment - 9,744,831 9,744,831 Vehicles - 95,343 95,343 Improvements other than buildings - 557,246 557,246 Accumulated depreciation - (11,144,577) (11,144,577) Total noncurrent assets - 1,758,676 1,758,676 Total assets 201,112 2,263,007 2,464,119 LIABILITIES Current liabilities Due to coordinating agency-accounts payable 16,009 9,241 25,250 Due to coordinating agency-accrued wages - 49,369 49,369 Unearned revenue - 445,720 445,720 Total current liabilities 16,009 504,330 520,339 Total liabilities 16,009 504,330 520,339 NET POSITION Net investment in capital assets - 1,758,676 1,758,676 Unrestricted 185,104 - 185,104 Total net position 185,104 1,758,676 1,943,780 Total liabilities and net position 201,113 2,263,006 2,464,119 See accompanying independent auditor’s report. 29   Exhibit E WESTCOM COMBINING STATEMENT OF ACTIVITIES Year ended June 30, 2022 Polk County 911 Participating Cities Total OPERATING REVENUES Intergovernmental Charges for service-equity members -$ 3,550,966$ 3,550,966$ Charges for service-contract users - 707,535 707,535 Operating grants and contributions-911 fund 1,162,135 - 1,162,135 Other 1,500 1,500 Total operating revenues 1,162,135 4,260,001 5,422,136 OPERATING EXPENSES Salary and personal services - 3,520,645 3,520,645 Supplies and services 13,897 137,056 150,953 Contractual services 1,097,500 769,367 1,866,867 Utilities - 40,633 40,633 Miscellaneous equipment 127 621 748 Depreciation - 744,133 744,133 Total operating expenses 1,111,524 5,212,455 6,323,979 Operating income (loss) 50,611 (952,454) (901,843) NONOPERATING REVENUES Investment earnings - 2,290 2,290 Total nonoperating revenues - 2,290 2,290 Income (loss) before contributions and transfers 50,611 (950,164) (899,553) Change in net position 50,611 (950,164) (899,553) Net position, beginning of year 134,493 2,708,840 2,843,333 Net position, end of year 185,104 1,758,676 1,943,780 See accompanying independent auditor’s report. 30             This page is intentionally blank. 31   OTHER INFORMATION (UNAUDITED) 32   Exhibit F WESTCOM OWNERSHIP AND COST SHARE BY YEAR Last Ten Fiscal Years 2013* 2014* 2015* 2016 2017 2018 2019 2020 2021 2022 Equity Ownership Clive 16.32% 16.83% 15.33% 15.17% 14.98% 14.89% 14.69% 14.63% 14.77% 14.64% Norwalk 2.04% 2.48% Urbandale 29.77% 29.40% 28.79% 29.11% 29.85% 30.04% 29.97% 30.34% 30.70% 30.74% West Des Moines 53.91% 53.77% 55.88% 55.72% 55.17% 55.07% 55.34% 55.03% 52.49% 52.14% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% Population Clive n/a n/a n/a 17,052 17,419 17,172 17,097 17,242 18,601 18,814 Norwalk n/a n/a n/a 9,859 10,135 10,896 11,517 11,938 12,799 13,609 Urbandale n/a n/a n/a 43,150 44,062 43,592 43,949 44,379 45,580 45,923 Waukee 17,705 18,990 20,649 22,810 24,089 23,940 26,495 West Des Moines n/a n/a n/a 63,325 64,113 65,608 66,641 67,899 68,723 69,792 Windsor Heights 4,809 5,170 151,091 154,719 157,917 162,014 165,547 174,452 179,803 Cost Share Clive 20.98% 13.13% 12.78% 11.29% 11.26% 10.87% 10.55% 10.42% 10.66% 10.46% Norwalk 5.56% 5.33% 7.39% 6.53% 6.55% 6.90% 7.11% 7.21% 7.34% 7.57% Urbandale 22.93% 33.07% 32.35% 28.56% 28.48% 27.60% 27.13% 26.81% 26.13% 25.54% Waukee 11.72% 12.27% 13.08% 14.08% 14.55% 13.72% 14.74% West Des Moines 50.53% 48.47% 47.47% 41.91% 41.44% 41.55% 41.13% 41.01% 39.39% 38.82% Windsor Heights 2.76% 2.88% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% *Prior to FY16, the cost share allocation was determined by calls for service. In FY16, the allocation methodology was changed to population. 33   Exhibit G WESTCOM CAPITAL ASSETS BY EQUITY MEMBER Year Ended June 30, 2022 Clive Norwalk Urbandale West Des Moines Total 14.64% 2.48% 30.74% 52.14%100.00% Capital assets, being depreciated Intangibles 366,854 62,145 770,293 1,306,541 2,505,833 Equipment 1,426,643 241,672 2,995,561 5,080,955 9,744,831 Vehicles 13,958 2,365 29,308 49,712 95,343 Improvements other than buildings 81,581 13,820 171,297 290,548 557,246 Total capital assets, being depreciated 1,889,036 320,001 3,966,460 6,727,756 12,903,253 Less accumulated depreciation for Intangibles 362,042 61,330 760,189 1,289,403 2,472,964 Equipment 1,185,812 200,875 2,489,880 4,223,239 8,099,806 Vehicles 13,009 2,204 27,316 46,332 88,860 Improvements other than buildings 70,703 11,977 148,458 251,809 482,947 Total accumulated depreciation 1,631,566 276,386 3,425,843 5,810,782 11,144,577 Net capital assets 257,470$ 43,615$ 540,617$ 916,974$ 1,758,676$ 34   Exhibit H WESTCOM FY23 Payment Calculation Year Ended June 30, 2022 RECONCILIATION Total Clive Norwalk Urbandale Waukee West Des Moines Windsor Heights* Budgeted Operating Expenses 4,762,981.00 Actual Expenses (Per NWS Report) 5,212,454.77 Reconciling Items Credit for Depreciation Expense (744,133.04) Addition for Net Adjustment to Capital Assets 39,081.80 Credit for Enterprise Fund Interest Revenue (2,290.20) Credit for Miscellaneous Revenue (1,500.00) Allocation of Net Expenses 4,503,613.33 471,243.42 340,871.25 1,150,255.75 663,633.17 1,748,114.22 129,495.51 Percentage of Population (per below) 100.00% 10.46% 7.57% 25.54% 14.74% 38.82% 2.88% Add: Prior Year (Over) Payment Credit (above) (197,173.79) (20,166.41) (14,395.30) (52,356.47) (29,316.59) (80,939.03) - Subtotal 4,306,439.54 451,077.01 326,475.95 1,097,899.28 634,316.58 1,667,175.19 129,495.51 Payments Billed for FY 21/22 (4,564,220.96) (487,217.76) (334,726.26) (1,190,940.66) (623,700.78) (1,793,635.50) (134,000.00) Initial Under (Over) Payment (to Reduce FY 22/23 Pmts) (257,781.42) (36,140.75) (8,250.31) (93,041.38) 10,615.80 (126,460.31) (4,504.49) Prior years correction, credited on April '23 invoice (47,938.38) 3,586.03 (14,296.07) 12,758.28 (53,391.63) 6,290.11 (2,885.08) Total (Over) Payment, Unearned Revenue (305,719.80) (32,554.72) (22,546.38) (80,283.10) (42,775.83) (120,170.20) (7,389.57) Calculation of FY 22/23 Payment Initial (Over) Payment Carried Over from 6/30/22 (257,781.44) (36,140.75) (8,250.31) (93,041.38) 10,615.80 (126,460.31) (4,504.49) FY 22/23 Budget 4,758,571.00 497,921.36 360,168.59 1,215,373.80 701,202.64 1,847,078.12 136,826.48 Budget Share based on population 10.46% 7.57% 25.54% 14.74% 38.82% 2.88% Estimated Payments Needed FY 22/23 461,780.61 351,918.28 1,122,332.43 711,818.44 1,720,617.81 132,321.99 FY 22/23 Monthly Payment Amount 38,481.72 29,326.52 93,527.70 59,318.20 143,384.82 - US Census Bureau Population by City Estimated 2021 Estimated 2021 Population % Clive 18,814 10.46% Norwalk 13,609 7.57% Urbandale 45,923 25.54% Waukee 26,495 14.74% WDM 69,792 38.82% Windsor Heights 5,170 2.88% 179,803 100.00% https://www.census.gov/quickfacts/IA *Windsor Heights to be included in the FY23 True Up after 2 year prepayment has been earned. Report on Internal Control Over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards Independent Auditor’s Report98F Management Committee Westcom West Des Moines, Iowa We have audited, in accordance with the auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States (Government Auditing Standards), the financial statements of Westcom, which comprise Westcom’s statement of financial position as of June 30, 2022, and the related statement of revenues, expenses and changes in net position and cash flows for the year then ended, and the related notes to the financial statements, and have issued our report thereon dated March 28, 2023. Report on Internal Control Over Financial Reporting104F In planning and performing our audit of the financial statements, we considered Westcom’s internal control over financial reporting (internal control) as a basis for designing audit procedures that are appropriate in the circumstances for the purpose of expressing our opinion on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of Westcom’s internal control. Accordingly, we do not express an opinion on the effectiveness of Westcom’s internal control. A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control, such that there is a reasonable possibility that a material misstatement of the entity’s financial statements will not be prevented, or detected and corrected, on a timely basis. A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance. Our consideration of internal control was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be material weaknesses or significant deficiencies. Given these limitations, during our audit we did not identify any deficiencies in internal control that we consider to be material weaknesses. However, material weaknesses or significant deficiencies may exist that were not identified. 35 Report on Compliance and Other Matters As part of obtaining reasonable assurance about whether Westcom’s financial statements are free from material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements, noncompliance with which could have a direct and material effect on the financial statements. However, providing an opinion on compliance with those provisions was not an objective of our audit, and accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Government Auditing Standards. Purpose of This Report The purpose of this report is solely to describe the scope of our testing of internal control and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the entity’s internal control or on compliance. This report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the entity’s internal control and compliance. Accordingly, this communication is not suitable for any other purpose. West Des Moines, Iowa March 28, 2023 36 Report to the Westcom Management Committee Westcom Results of the 2022 Financial Statement Audit, Including Required Communications West Des Moines, Iowa Year End June 30, 2022 www.forvis.com Required Communications Westcom 2 March 28, 2023 Required Communications Regarding Our Audit Strategy & Approach (AU-C 260) The following matters are required communications we must make to you, including these responsibilities: Overview & Responsibilities Matter Discussion Scope of Our Audit This report covers audit results related to your financial statements and supplementary information:  As of and for the year ended June 30, 2022  Conducted in accordance with our contract dated July 11, 2022 Our Responsibilities FORVIS is responsible for forming and expressing an opinion about whether the financial statements that have been prepared by management, with the oversight of those charged with governance, are prepared in accordance with accounting principles generally accepted in the United States of America (GAAP). Audit Scope & Inherent Limitations to Reasonable Assurance An audit performed in accordance with auditing standards generally accepted in the United States of America (GAAS) is designed to obtain reasonable, rather than absolute, assurance about the financial statements. The scope of our audit tests was established in relation to the financial statements taken as a whole and did not include a detailed audit of all transactions. Required Communications Westcom 3 March 28, 2023 Matter Discussion Extent of Our Communication In addition to areas of interest and noting prior communications made during other phases of the engagement, this report includes communications required in accordance with GAAS that are relevant to the responsibilities of those charged with governance in overseeing the financial reporting process, including audit approach, results, and internal control. The standards do not require the auditor to design procedures for the purpose of identifying other matters to be communicated with those charged with governance. Independence The engagement team, others in our firm, as appropriate, and our firm, have complied with all relevant ethical requirements regarding independence. Your Responsibilities Our audit does not relieve management or those charged with governance of your responsibilities. Your responsibilities and ours are further referenced in our contract. Distribution Restriction This communication is intended solely for the information and use of the following and is not intended to be, and should not be, used by anyone other than these specified parties:  Members of Management Committee  Others within Westcom Other Information [Client Name] 4 March 28, 2023 Other Information Accompanying the Audited Financial Statements The audited financial statements are presented along with management’s annual report. Management, or those charged with governance, is responsible for preparing the annual report. We were not engaged to audit the information contained in the annual report, and as a result, our opinion does not provide assurance as to the completeness and accuracy of the information contained therein. As part of our procedures, we read the entire report to determine if financial information discussed in sections outside the financial statements materially contradicts the audited financial statements. If we identify any such matters, we bring them to management’s attention and review subsequent revisions. Auditor Objectives Related to Other Information Our objectives related to the other information accompanying the audited financial statements were to:  Consider whether a material inconsistency exists between the other information and the financial statements  Remain alert for indications that: o A material inconsistency exists between the other information and the auditor’s knowledge obtained in the audit, or o A material misstatement of fact exists or the other information is otherwise misleading  Respond appropriately when we identify that such material inconsistencies appear to exist or when we otherwise become aware that other information appears to be materially misstated. Potential responsive actions would include requesting management to correct the identified inconsistency Other Information [Client Name] 5 March 28, 2023  Include the appropriate communication in our auditor’s report, disclosing the procedures performed on the Other Information, as well as the results obtained o No material inconsistencies were identified Qualitative Accounting Matters Westcom 6 March 28, 2023 Qualitative Aspects of Significant Accounting Policies & Practices The following matters are detailed in the following pages and included in our assessment: Significant Accounting Policies Significant accounting policies are described in Note 1 of the audited financial statements. With respect to new accounting standards adopted during the year, we call to your attention the following topics detailed in the following pages:  No matters are reportable Unusual Policies or Methods With respect to significant unusual accounting policies or accounting methods used for significant unusual transactions (significant transactions outside the normal course of business or that otherwise appear to be unusual due to their timing, size, or nature), we noted the following:  No matters are reportable Alternative Accounting Treatments We had discussions with management regarding alternative accounting treatments within GAAP for policies and practices for material items, including recognition, measurement, and disclosure considerations related to the accounting for specific transactions as well as general accounting policies, as follows:  No matters are reportable Qualitative Accounting Matters Westcom 7 March 28, 2023 Management Judgments & Accounting Estimates Accounting estimates are an integral part of financial statement preparation by management, based on its judgments. Significant areas of such estimates for which we are prepared to discuss management’s estimation process and our procedures for testing the reasonableness of those estimates include:  Depreciation of capital assets Financial Statement Disclosures The following areas involve particularly sensitive financial statement disclosures for which we are prepared to discuss the issues involved and related judgments made in formulating those disclosures:  No matters are reportable Our Judgment About the Quality of the Agency’s Accounting Principles During the course of the audit, we made the following observations regarding the Agency’s application of accounting principles:  No matters are reportable Qualitative Accounting Matters Westcom 8 March 28, 2023 GASB 87, Leases Effective July 1, 2021, Westcom adopted GASB 87, Leases. GASB 87 creates one model for recognizing leases for both lessees and lessors. Substantially all leases are recognized on the lessee’s statement of net position. In the activity statement, lessees no longer report rent expense for the previously classified operating leases but instead report interest expense on the liability and amortization expense related to the asset. Lessors recognize a lease receivable and corresponding deferred inflow of resources. Interest income associated with the receivable are recognized using the effective interest method. Adoption of GASB 87 required significant time to identify a complete list of lease contracts for consideration of adoption and measure the lease assets and liabilities for recognition. Westcom determined there were no material leases to record. Other Matters Westcom 9 March 28, 2023 Adjustments Identified by Audit During the course of any audit, an auditor may propose adjustments to financial statement amounts. Management evaluates our proposals and records those adjustments that, in its judgment, are required to prevent the financial statements from being materially misstated. A misstatement is a difference between the amount, classification, presentation, or disclosure of a reported financial statement item and that which is required for the item to be presented fairly in accordance with the applicable financial reporting framework. Proposed & Recorded Adjustments Auditor-proposed and management-recorded entries include the following:  No matters are reportable Uncorrected Misstatements  No matters are reportable Other Required Communications Other Material Communications Listed below are other material communications between management and us related to the audit:  Management representation letter (see Attachments) Attachments Wetscom 10 March 28, 2023 Attachments Management Representation Letter As a material communication with management, included herein is a copy of the representation letter provided by management at the conclusion of our engagement. Representation of: Westcom 4200 Mills Civic Parkway West Des Moines, Iowa Provided to: FORVIS, LLP Certified Public Accountants 1401 50th Street, Suite 350 West Des Moines, Iowa The undersigned (“We”) are providing this letter in connection with FORVIS’ audit of our financial statements as of and for the year ended June 30, 2022. Our representations are current and effective as of the date of FORVIS’ report: March 28, 2023. Our engagement with FORVIS is based on our contract for services dated: July 11, 2022. Our Responsibility and Consideration of Material Matters We confirm that we are responsible for the fair presentation of the financial statements subject to FORVIS’ report in conformity with accounting principles generally accepted in the United States of America. We are also responsible for adopting sound accounting policies; establishing and maintaining effective internal control over financial reporting, operations, and compliance; and preventing and detecting fraud. Certain representations in this letter are described as being limited to matters that are material. Items are considered material, regardless of size, if they involve an omission or misstatement of accounting information that, in light of surrounding circumstances, makes it probable that the judgment of a reasonable person relying on the information would be changed or influenced by the omission or misstatement. An omission or misstatement that is monetarily small in amount could be considered material as a result of qualitative factors. Confirmation of Matters Specific to the Subject Matter of FORVIS’ Report We confirm, to the best of our knowledge and belief, the following: 1. We have fulfilled our responsibilities, as set out in the terms of our contract, for the preparation and fair presentation of the financial statements in accordance with accounting principles generally accepted in the United States of America. 2. We acknowledge our responsibility for the design, implementation, and maintenance of: a. Internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. b. Internal control to prevent and detect fraud. 3. We have everything we need to keep our books and records. DocuSign Envelope ID: 05F6A05E-F432-4413-8E80-2A642BFAE2C1 Westcom Page 2 4. We have provided you with: a. Access to all information of which we are aware that is relevant to the preparation and fair presentation of the financial statements, such as records, documentation, and other matters. b. Additional information that you have requested from us for the purpose of the audit. c. Unrestricted access to persons within the entity from whom you determined it necessary to obtain audit evidence. d. All minutes of meetings of the governing body held through the date of this letter or summaries of actions of recent meetings for which minutes have not yet been prepared. All unsigned copies of minutes provided to you are copies of our original minutes approved by the governing body, if applicable, and maintained as part of our records. e. All significant contracts and grants. 5. All transactions have been recorded in the accounting records and are reflected in the financial statements. 6. We have informed you of all current risks of a material amount that are not adequately prevented or detected by our procedures with respect to: a. Misappropriation of assets. b. Misrepresented or misstated assets, deferred outflows of resources, liabilities, deferred inflows of resources, or net position. 7. We have no knowledge of any known or suspected fraudulent financial reporting or misappropriation of assets involving: a. Management or employees who have significant roles in internal control, or b. Others, where activities of others could have a material effect on the financial statements. 8. We have no knowledge of any allegations of fraud or suspected fraud affecting the entity received in communications from employees, customers, regulators, suppliers, citizens, or others. 9. We have assessed the risk that the financial statements may be materially misstated as a result of fraud and disclosed to you any such risk identified. 10. We have disclosed to you the identity of all of the entity’s related parties and all the related-party relationships of which we are aware. In addition, we have disclosed to you all related-party transactions of which we are aware.. Related-party relationships and transactions have been appropriately accounted for and disclosed in accordance with accounting principles generally accepted in the United States of America. We understand that the term related party refers to an affiliate, management and members of their immediate families, component units, and any other party with which the entity may deal if the entity can significantly influence, or be influenced by, the management or operating policies of the other. The term affiliate refers to a party that directly or indirectly controls, or is controlled by, or is under common control with, the entity. DocuSign Envelope ID: 05F6A05E-F432-4413-8E80-2A642BFAE2C1 Westcom Page 3 11. Interfund, internal, and intra-entity activity and balances have been appropriately classified and reported. 12. We are not aware of any side agreements or other arrangements (either written or oral) that are in place. 13. Except as reflected in the financial statements, there are no: a. Plans or intentions that may materially affect carrying values or classifications of assets, liabilities, and net position. b. Material transactions omitted or improperly recorded in the financial records. c. Material gain/loss contingencies requiring accrual or disclosure, including those arising from environmental remediation obligations. d. Events occurring subsequent to the statement of net position date through the date of this letter requiring adjustment or disclosure in the financial statements. e. Agreements to purchase assets previously sold. f. Restrictions on cash balances or compensating balance agreements. g. Guarantees, whether written or oral, under which the entity is contingently liable. h. Known or suspected asset retirement obligations. 14. We have disclosed to you all known instances of noncompliance or suspected noncompliance with laws and regulations whose effects should be considered when preparing financial statements. 15. We have no reason to believe the entity owes any penalties or payments under the Employer Shared Responsibility Provisions of the Patient Protection and Affordable Care Act nor have we received any correspondence from the IRS or other agencies indicating such payments may be due. 16. We are not aware of any pending or threatened litigation or claims whose effects should be considered when preparing the financial statements. We have not sought or received attorney’s services related to pending or threatened litigation or claims during or subsequent to the audit period. Also, we are not aware of any litigation or claims, pending or threatened, for which legal counsel should be sought. 17. Adequate provisions and allowances have been accrued for any material losses from: a. Uncollectible receivables. b. Reducing obsolete or excess inventories to estimated net realizable value. c. Sales commitments, including those unable to be fulfilled. d. Purchase commitments in excess of normal requirements or above prevailing market prices. 18. Except as disclosed in the financial statements, the entity has: a. Satisfactory title to all recorded assets, and they are not subject to any liens, pledges, or other encumbrances. DocuSign Envelope ID: 05F6A05E-F432-4413-8E80-2A642BFAE2C1 Westcom Page 4 b. Complied with all aspects of contractual and grant agreements, for which noncompliance would materially affect the financial statements. 19. The financial statements disclose all significant estimates and material concentrations known to us. Significant estimates are estimates at the statement of net position date that could change materially within the next year. Concentrations refer to volumes of business, revenues, available sources of supply, or markets for which events could occur that would significantly disrupt normal finances within the next year. Significant assumptions used by us in making accounting estimates, including those measured at fair value, are reasonable. 20. The fair values of financial and nonfinancial assets and liabilities, if any, recognized in the financial statements or disclosed in the notes thereto are reasonable estimates based on the methods and assumptions used. The methods and significant assumptions used result in measurements of fair value appropriate for financial statement recognition and disclosure purposes and have been applied consistently from period to period, taking into account any changes in circumstances. The significant assumptions appropriately reflect market participant assumptions. 21. We have not been designated as a potentially responsible party (PRP or equivalent status) by the Environmental Protection Agency (EPA) or other cognizant regulatory agency with authority to enforce environmental laws and regulations. 22. With regard to deposit and investment activities: a. All deposit, repurchase and reverse repurchase agreements, and investment transactions have been made in accordance with legal and contractual requirements. b. Investments, derivative instrument transactions, and land and other real estate held by endowments are properly valued. c. Disclosures of deposit and investment balances and risks in the financial statements are consistent with our understanding of the applicable laws regarding enforceability of any pledges of collateral. d. We understand that your audit does not represent an opinion regarding the enforceability of any collateral pledges. 23. The financial statements include all component units, appropriately present majority equity interests in legally separate organizations and joint ventures with an equity interest, and properly disclose all other joint ventures and other related organizations. 24. We have identified and evaluated all potential fiduciary activities. The financial statements include all fiduciary activities required by GASB Statement No. 84, Fiduciary Activities, as amended. 25. Components of net position (net investment in capital assets, restricted, and unrestricted) are properly classified and, if applicable, approved. 26. Capital assets, including infrastructure and intangible assets, are properly capitalized, reported, and, if applicable, depreciated or amortized. 27. We have appropriately disclosed the entity’s policy regarding whether to first apply restricted or unrestricted resources when an expense is incurred for purposes for which both restricted and unrestricted net position is available and have determined that net position is properly recognized under the policy. DocuSign Envelope ID: 05F6A05E-F432-4413-8E80-2A642BFAE2C1 Westcom Page 5 28. The entity's ability to continue as a going concern was evaluated and that appropriate disclosures are made in the financial statements as necessary under GASB requirements. 29. We are an entity subject to Government Auditing Standards and agreed that FORVIS was engaged to perform and audit according to Generally Accepted Government Auditing Standards (GAGAS). 30. As an entity subject to Government Auditing Standards: a. We acknowledge that we are responsible for compliance with applicable laws, regulations, and provisions of contracts and grant agreements. b. We have identified and disclosed to you all laws, regulations, and provisions of contracts and grant agreements that have a direct and material effect on the determination of amounts in our financial statements or other financial data significant to the audit objectives. c. We have identified and disclosed to you any violations or possible violations of laws, regulations, including those pertaining to adopting, approving, and amending budgets, and provisions of contracts and grant agreements, tax or debt limits, and any related debt covenants whose effects should be considered for recognition and/or disclosure in the financial statements or for your reporting on noncompliance. d. We have taken or will take timely and appropriate steps to remedy any fraud, abuse, illegal acts, or violations of provisions of contracts or grant agreements that you or other auditors report. e. We have a process to track the status of audit findings and recommendations. f. We have identified to you any previous financial audits, attestation engagements, performance audits, or other studies related to the objectives of your audit and the corrective actions taken to address any significant findings and recommendations made in such audits, attestation engagements, or other studies. 31. The supplementary information required by the Governmental Accounting Standards Board, consisting of management’s discussion and analysis, has been prepared and is measured and presented in conformity with the applicable GASB pronouncements, and we acknowledge our responsibility for the information. The information contained therein is based on all facts, decisions, and conditions currently known to us and is measured using the same methods and assumptions as were used in the preparation of the financial statements. We believe the significant assumptions underlying the measurement and/or presentation of the information are reasonable and appropriate. There has been no change from the preceding period in the methods of measurement and presentation. 32. With regard to supplementary information: a. We acknowledge our responsibility for the presentation of the supplementary information in accordance with the applicable criteria. b. We believe the supplementary information is fairly presented, both in form and content, in accordance with the applicable criteria. c. The methods of measurement and presentation of the supplementary information are unchanged from those used in the prior period. DocuSign Envelope ID: 05F6A05E-F432-4413-8E80-2A642BFAE2C1 Westcom Page 6 d. We believe the significant assumptions or interpretations underlying the measurement and/or presentation of the supplementary information are reasonable and appropriate. e. If the supplementary information is not presented with the audited financial statements, we acknowledge we will make the audited financial statements readily available to intended users of the supplementary information no later than the date such information and the related auditor’s report are issued. 33. With regard to other information that is presented in the form of our annual report: a. We confirm that the financial report comprises the annual report for the entity. b. We have provided you with the final draft of the annual report. c. We have exercised due care in the preparation of the other information sections included in our annual report and are not aware of any information contained therein that is inconsistent with the information contained in our basic financial statements. 34. In connection with the adoption of GASB Statement No. 87, we represent the following: GASB Statement 87, Leases In connection with the adoption of GASB Statement No. 87, Leases, (GASB 87), we represent the following: a. We have identified a complete population of potential leases as of the implementation date and determined that there are no material leases. 35. We acknowledge the current economic volatility presents difficult circumstances and challenges for our industry. Entities are potentially facing declines in the fair values of investments and other assets, declines in the volume of business, constraints on liquidity, difficulty obtaining financing, etc.. We understand the values of the assets and liabilities recorded in the financial statements could change rapidly, resulting in material future adjustments to asset values, allowances for accounts and notes receivable, net realizable value of inventory, etc., that could negatively impact the entity’s ability to meet debt covenants or maintain sufficient liquidity. We acknowledge that you have no responsibility for future changes caused by the current economic environment and the resulting impact on the entity’s financial statements. Further, management and governance are solely responsible for all aspects of managing the entity, including questioning the quality and valuation of investments, inventory, and other assets; reviewing allowances for uncollectible amounts; evaluating capital needs and liquidity plans; etc. Tim Stiles, Director of Finance tim.stiles@wdm.iowa.gov Lesley Montgomery, Accounting Manager lesley.montgomery@wdm.iowa.gov DocuSign Envelope ID: 05F6A05E-F432-4413-8E80-2A642BFAE2C1