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Adoption of Fixed Asset Capitalization Policy

Meeting Date: June 29, 2010 Primary Staff Contact: Lee Tuneberg

Department: Administrative Services E-Mail: [email protected] Secondary Dept.: None Secondary Contact: None

Approval: Martha Bennett Estimated Time: Consent

Question:

Does Council have any questions about the Fixed Asset Capitalization Policy as presented?

Staff Recommendation:

Staff recommends Council accept the Fixed Asset Capitalization Policy as presented.

Background:

The Administrative Services Department just finished the interim audit. At the interim audit, is where the auditors notify our department of any new pronouncements that need to be adopted and

implemented for the fiscal year. The pronouncement that is new to this fiscal year is one that relates to recognizing intangible assets. The Governmental Accounting Standard Board (GASB) defines

intangible assets as easements, water rights, timber rights, patents trademarks and computer software. GASB No. 51 goes further and defines Intangible Assets that are internally development.

The City has a Fixed Assets Capitalization policy that has been in effect since 2000. At this time we are not recommending changing the current policy, only to add a section for Intangible Assets. This will make our policy current with the new GASB Pronouncement No. 51.

This policy states that any asset that is internally development will be capitalized if the actual or estimated cost is $25,000 or more. The useful life of the assets will be determined by the developing department, the Administrative Services Department and the City Administrator.

Related City Policies:

None

Council Options:

Council may accept this policy as presented, recommend modifications as discussed or defer acceptance (takes no action) awaiting further information or clarification.

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City of Ashland

Fixed Asset Capitalization Policy June 30, 2000

CAPITALIZATION POLICY

I. Land:

A. Land is categorized into three groups:

1. Land which constitutes all City owned property

other than easements which are not capitalized.

2. Dedicated Park Land which constitutes property

dedicated by City council as perpetual parkland and

3. Open Space Land, which constitutes property

dedicated by City council as designated open space park.

B. Land is valued at cost or fair-market value at the time

of acquisition.

C. Land is not depreciable.

D. Effective July 1, 1993, Land will be accounted for in

the General Fixed Asset Group when acquired by other than an Enterprise or Internal Service Fund type. Land acquired by Enterprise and Internal Service Fund types will be accounted for in the fund of acquisition. All joint Fund purchases will be accounted for in the

General Fixed Asset Group.

E. Water Rights shall be accounted for in the same manner

as Land with the exclusion, all Water Rights will be the property of the Water Enterprise Fund.

II. Buildings:

A. The basis of a building will include fixtures and

attachments permanently fixed to the structure such as light fixtures, wiring, plumbing, and HVAC.

1. The basis will be adjusted for improvements with a

value of $5,000 or greater.

2. Buildings shall have a minimum combined value of

$5,000 to be capitalized.

B. Buildings that are the property of a Proprietary

Enterprise or Internal Service Fund type shall be depreciable with a standard life of fifty years. All other buildings although not depreciable will have a standard life of fifty years.

(3)

III. Equipment:

A. Small Equipment shall have a Minimum Value of $5,000 to

be capitalized, unless a complement of lesser purchases are ancillary pieces of a unit. Depreciation shall be straight\line based on a useful life of not less than seven years and not greater than twenty years.

B. Vehicles shall constitute passenger cars and pickups of

less than an one ton rating and shall be the Property of the Equipment Fund. If purchased by any fund other than the Equipment Fund, they will be contributed to the Equipment Fund on June 30, of the year of

acquisition. Depreciation shall be straight\line based on a useful life of not less than five years and not more than seven, except in the case of police patrol cars which shall have a useful life of not less than two years and not more than three years.

C. Computer Network and Peripherals shall constitute any

microcomputer hardware, printer, or other peripheral connected to the Primary City Computer Network. All microcomputer hardware, printer, or other peripherals connected as such shall be the property of the Central Services Fund, if purchased by any fund other than the Central Services Fund they will be contributed to the Central Services Fund on June 30, of the year of

acquisition. Depreciation shall be straight\line based on a three year life.

D. Rolling Stock shall constitute any piece of rolling

stock not classified as a vehicle (ie passenger car or pickup). All Heavy Equipment shall be the Property of the Equipment Fund, if purchased by any fund other than the Equipment Fund, they will be contributed to the Equipment Fund at June 30, of the year of acquisition.

Depreciation shall be straight\line based on a useful life of not less than seven years and not greater than twenty years.

E. Depreciation shall be straight\line with a useful life

equivalent to current industry standard for the material used. Depreciation will use a zero year

convention through June 30, 2001, and all acquisitions after will use a half year convention.

(4)

IV. Improvements Other than Buildings:

A. Electric System Improvements:

1. Improvements shall be accounted for based on

standard FERC codes with capitalization thresholds compliant with FERC regulations.

a. Depreciation shall be straight\line with a

useful life equivalent to current industry standard for the material used. Depreciation will use a zero year convention through June 30, 2001, and all acquisitions after will use a half year convention.

b. Poles,Towers&Fixtures - Poles, framing,

insulators and other fixtures included in their construction. Life - forth-five years

c. Overhead Conductors - Overhead Wire and the

labor included in it's installation. Life -fifty years.

d. Underground Conduit - Materials as listed

below, and labor included in installation. Life - seventy-five years.

e. Underground Conductors - Underground wire

and the labor included in it's installation. Life - forty years.

f. Transformers - Transformers and bases and the

labor included in it's installation. Life -forty years.

g. Services - Conductors and labor from

Distribution point to Meter. Life - fifteen years

h. Meters - Measurement device and the labor

included in it's installation. Life - ten years.

i. Street Lights - Fixtures and illuminators

for street lights and signals and the labor included in it's installation. Life

(5)

IV. Improvements Other than Buildings:

B. Water System Improvements:

1. Water System Improvements shall be categorized in

the following method:

a. Reservoirs and Dams which include open and

enclosed water storage or retainage facilities.

b. Transmission and Distribution:

1)Transmission which includes water mains and appurtenances to transmit and distribute water from storage to treatment to storage. 2)Distribution which includes water mains and

appurtenances to distribute water from storage to service.

c. Treatment Facility which includes

improvements, mains and appurtenances

directly related to the treatment of water.

d. Services which includes devices, mains and

appurtenances necessary to facilitate delivery of water from distribution to a customer.

2. A capitalization threshold of $5,000 shall be used

to determine which improvements will be

capitalized. However, in the case of replacement of existing infrastructure, regardless of cost a minimum of three hundred fifty (350) consecutive lineal feet is required to qualify as a capital replacement. Any amount less is considered diminimus and therefore deemed maintenance.

(6)

IV. Improvements Other than Buildings:

B. Water System Improvements:

a) Valuation:

1) Historical cost for the existing system,

including contributions to the system by developers, will be based on the

existing inventory of infrastructure maintained by the Public Works

department. The inventory includes

type, size, footage, and year installed. Historical depreciation shall be

computed based on the following criteria:

Type of Pipe Life

Concrete 50 yrs

Cast Iron 50 yrs

Asbestos\Cement 20 yrs

Ductile Iron 50 yrs

PVC 50 yrs

Galvanized 15 yrs

Coated Steel 50 yrs

Dams and Reservoirs 100 yrs

Pumping Stations 20 yrs

Pressure Reduction Valves 20 yrs

Treatment Facilities 20 yrs

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IV. Improvements Other than Buildings: B. Water System Improvements:

b) Costing:

1) Historical Costing is available for improvements constructed by Public Works crews after 1970 and will be used when available.

Contributions made during that period will be based on the same per footage cost as those improvements made by Public Works crews.

2) Improvements made prior to 1970, whether

contributed or by Public Works crews will be based on Current Engineering News Record Construction Cost Index.

3. Future improvements will be valued at cost. b) Depreciation shall be straight\line with a

useful life equivalent to current industry standard for the material used. Depreciation will use a zero year convention through June 30, 1993, and all acquisitions after will use a half year

(8)

IV. Improvements Other than Buildings: C. Sewerage System Improvements

1. Sewerage System Improvements shall be categorized in the following method:

a. Collection which includes mains and appurtenances

to collect and transmit sewerage from service to treatment.

b. Treatment Facility which includes improvements,

mains and appurtenances directly related to the treatment of sewerage.

c. Services which includes devices, mains and

appurtenances necessary to facilitate collection of sewerage from customer to collection.

2. A capitalization threshold of $5,000 shall be used to determine which improvements will be capitalized. However, in the case of replacement of existing

infrastructure, regardless of cost a minimum of three hundred fifty (350) consecutive lineal feet is

required to qualify as a capital replacement. Any amount less is considered diminimus and therefore deemed maintenance.

a) Valuation:

1) Historical cost for the existing system as of June 30, 1991, including contributions to the system by developers, will be based on the

existing inventory of infrastructure maintained by the Public Works department. The inventory includes type, size, footage, and year

installed. Historical depreciation shall be computed based on the following criteria:

Type of Pipe Life

Concrete 50 yrs

Cast Iron 50 yrs

Ductile Iron 50 yrs

PVC 50 yrs

Orangeburg 25 yrs

Asbestos Cement 50 yrs

(9)

IV. Improvements Other than Buildings: C. Sewerage System Improvements

2) Costing:

a) Historical Costing is available for improvements constructed by Public Works crews after 1970 and will be used when available. Contributions made during that period will be based on the same per footage cost as those improvements made by Public Works crews.

b) Improvements made prior to 1970, whether

contributed or by Public Works crews will be based on Current Engineering News Record Construction Cost Index.

3) Future improvements will be valued at cost.

a) Depreciation shall be straight\line with a useful life equivalent to current industry standard for the material used. Depreciation will use a zero year convention through June 30, 1993, and all acquisitions after will use a half year

(10)

IV. Improvements Other than Buildings:

D. General Fixed Asset Group improvements: 1. Storm Drain Improvements:

a) A capitalization threshold of $5,000 shall be used to determine which improvements will be

capitalized. However, in the case of replacement of existing infrastructure, regardless of cost a minimum of three hundred fifty (350) consecutive lineal feet is required to qualify as a capital replacement. Any amount less is considered

diminimus and therefore deemed maintenance.

b) General Fixed Asset Group Assets are not subject to

depreciation. A useful life is established only to determine replacement.

c) Valuation:

1) Historical cost for the existing system as of June 30, 1992, including contributions to the system by developers, will be based on the

existing inventory of infrastructure maintained by the Public Works department. The inventory includes type, size, footage, and year

installed. Useful life shall be computed based on the following criteria:

Type Life

Concrete 25 yrs

Cast Iron 25 yrs

Ductile Iron 25 yrs

PVC 25 yrs

Corrugated Steel 15 yrs

Corrugated Aluminum 15 yrs

Constructed Ditches 25 yrs

Pumping Stations 20 yrs

from the age of installation.

IV. Improvements Other than Buildings:

2. Street Improvements:

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right-IV. Improvements Other than Buildings:

D. General Fixed Asset Group improvements: 2. Street Improvements:

d) A capitalization threshold of $15,000 shall be used to determine which improvements will be

capitalized. However, in the case of resurfacing of existing infrastructure, regardless of cost a minimum of three hundred (300) consecutive lineal feet or one block and have an overlay depth of not less than two (2) inches of new vertical surface to qualify as a capital replacement. Any amount less is considered diminimus and therefore deemed

maintenance.

e) General Fixed Asset Group Assets are not subject to depreciation. A useful life is established only to determine replacement. The useful life of Street improvements shall be as noted below:

Type Life

New Construction:

Minimum vertical depth 3" 15 yrs

Overlay\Resurface:

Minimum vertical depth 2" 10 yrs

f) Historical cost for the existing system as of June 30, 2002, including contributions to the system by developers, will be based on the inventory of

infrastructure prepared by the an independent consultant for the Public Works department. g) Future improvements will be valued at cost.

IV. Improvements Other than Buildings:

D. General Fixed Asset Group improvements: 3. Airport Improvements:

a) Airport improvements shall include runway, taxiway, aprons, fencing and electronic systems such as

beacon, VASI, REIL, and runway lights. b) Valuation:

1) Runway, taxiway, apron, fencing and electronic systems such as beacon, VASI, REIL, and runway lights prior improvements were generally made with proceeds from FAA Grants to the City of Ashland and existing improvements will be valued

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Hangers 50 yrs

FBO Buildings 50 yrs

Maintenance Buildings 50 yrs

V. Construction in Progress

A. Construction in progress will be restricted to Enterprise and Internal Service Fund types, and will not be recorded in the General Fixed Asset Group.

B. Construction in progress shall include construction of Buildings and Improvements Other than Buildings begun in one fiscal year but not completed until later fiscal years.

C. Construction in progress shall remain a deferred

expenditure until completion or a period of four fiscal years. If at that time construction is not completed the deferred expenditures will be treated as an adjustment to equity in the fund where they occurred.

D. Construction in progress is not depreciable.

VI. Intangible Assets

A. To recognize intangible assets such as patents, trademarks and computer software.

B. The intangible asset must be identifiable and must be internally generated.

C. The asset must be owned by the City of Ashland.

D. The asset value must be a minimum of $25,000 (actual or estimated) to be on the fixed assets.

E. Depreciation of the Asset will be based on the useful life.

F. The asset’s useful life will be determined by the following:

a. The Department that internally development it. b. The Finance Department and

References

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