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Ballem explains why city will declare only $48-million write-down on village

April 13th, 2011 · 22 Comments

My tweets yesterday conveyed the confusion many of us were feeling as we listened to the complex explanations of how Olympic village losses are defined in accounting terms by city manager Penny Ballem.

I still can’t claim to understand all of it. One thing that was pretty clear was that there are two very different ways of looking at the world: the accountants’ way and the public’s way, as I noted also in my story today.

In the end, I felt as though the city manager and everyone at the city would have done all of us a huge favour if they had presented the information like this:

“Okay, people, in the financial statements next week, you will see that we are writing down $48 million on the Olympic village, i.e. subtracting that much from what we originally calculated as the value of the village overall. This is a kind of a technical number and I’ll try to take you through it. But you should understand that this is only one way of talking about the finances of the village. In the bigger picture and in many people’s eyes, the losses should also include the money we will likely never get for the land and it doesn’t include the whole separate issue of the social housing and it doesn’t include the money we spent on public infrastructure ($87 million) that we thought would be paid for by the land sale and now won’t be.”

I think we all could have grasped that and would have avoided some of the questions now arising.

There are still things we don’t know, like the assumptions that the city’s finance department people have made in order to determine what they think the village’s ultimate revenues and losses will be.

I am also still not sure that I understand the column of numbers that was presented on what will appear in the city’s financial statement. And, although I get that accounting is different from public perception, I’d really like to hear from people in the accounting world about whether the city’s calculations could have been done differently.

For the number wonks, I am going to post the information we were given that is going to be in the financial statement, some of which I am really not sure I understand.

Here goes, direct from the handout, with my comments *at the side:

Land cost (incl soil remediation/site servicing fees)                                     + $27 million * This was listed as $35 million in a 2006 report on the village finances by Ken Bayne, but perhaps the $27 million is as of a certain cut-off date?

Deposit on land                                                                                                                            -$29 million * The downpayment from Millennium

Booked gain on transfered land (receivable)                                                        + $41 million * This is the most confusing number to me. I asked about this several times and couldn’t understand the answer. It SEEMS to me like this is the city declaring this is what it thought it would net from the sale of the first 25 per cent of the condos, including the value of the land. If I’m right, then the city is actually saying “Here’s what we thought we would get if we had got the purchase price of the land plus whatever was left over from the sale of the condos after construction costs were subtrated.” In other words, they are acknowledging that they expected to get money for the land. And then later in the column, they write off an amount very similar to this. But am I interpreting this right? Help.

Fortress loan & protective advances                                                                              +   $684 million

Interest/Fees                                                                                                                                   +     $72 million

Loan payments received                                                                                                        –    $202 million

Dec. 31 financial statements                                                                                                $593 million *This is what the city had calculated as the value of the village

Adjustment to realizable value                                                                                         – $48 million

Revalued financial assets                                                                                                      $545 million

Infrastructure assets on city’s books (tangible capital assets)                      $87 million

                                                                                                                                                                    $632 million *Presumably the new calculation of the value of the total asset. Nothing else was written beside this number.

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  • Bill

    Instead of becoming mired in accounting concepts, lets reduce the land component of the project to simple economic terms. What was the land worth when it was sold to Millenium ie what would a purchaser have paid for the land in cash, no strings attached. It has been suggested that $200 million was way over market. If the true value was only$150 million, then the citizens of Vancouver contributed an asset to the Olympic village project worth $150 million and received back $29 million for a net contribution of $121 million. It may be technically correct to say the City did not lose the $121 million in accounting terms but it is a cost to the City and must be considered when assessing the overall financial costs of the development and of holding the Olympics.

  • Higgins

    This report or spread…as if penny would read it to me:

    ‘Listen to my voice. Relax. You are very relaxed. Olympic Village. All good. Not my money. Spend, spend, spend, not my money. I look good. Robertson looks good. Vision looks good. Olympic games are soon here. Not my money. I look good. Vancouver House parties. Canadian Hockey gold. Robertson looks good. Vision looks good. Can’t get back the money. Will never get back the money. Enter the accounting jugglers. Look at the fire, look at the swords, people, people, don’t do this at home, I do this for a living. Millenium bad. Fortress bad. NPA very bad. Stanley Cup playoffs are in. Should Robertson make a wager with Dale? I look good. Robertson looks good. Vision looks good. Listen to my voice. I’ll count to ten. You are completely relaxed. You’ll not remember anything that i’ve said but this. I look good. Severance package still on. Robertson looks good. He wants to be the Mayor . Vision looks good. They want to be done with this city within the next three years if you allow them. Listen to may voice… 8, 9, 10. Wakee, wakee! So, how do you feel?’

  • Sean Bickerton

    With all due respect to Dr. Ballem, who is only doing the bidding of her political masters, the city’s attempts to spin their mishandling of this entire file is an insult to the intelligence of the voters.

    What are the facts?

    They have lost tens of millions of dollars of the taxpayer’s money, somewhere between $50 million and $230 million.

    They sold the land but are unable to collect because the buyer defaulted. That is a loss by anyone’s calculation, even for one of Vision’s “accountants”

    The Mayor’s reckless politicization of the OV during the campaign and immediately after taking office – “Billion Dollar Blunder!” – eroded confidence in the project at a critical time and hurt sales badly, putting the city’s investment at risk.

    When the Mayor came into office, the city was only on the hook for $100 million. But then he borrowed $1 Billion without asking the voters, even though that is required by our City Charter.

    Now he’s leaving the taxpayers to pick up the tab for the losses, which have more than doubled on his watch.

    The Mayor chose to make the OV an election issue. And it has been Vision’s irresponsible politicization of and grandstanding on the issue ever since that made things worse.

    Those are all well-documented facts that partisan spin and Kevin Quinlan’s febrile little tweets can’t hide.

    Thankfully, this November, the voters will be able to decide for themselves if they want to be taken to the bank by this Mayor a second time. Even democracy-questioning Robertson won’t get away with changing that clause in the City’s Charter.

  • Max

    @ Sean B.

    You are absolutley correct.

    The continued negative messaging put out by Robertson and Vision Vancouver on this project hurt it – badly.

    For those of us who have worked in marketing, it was like watching a train wreck with no end in sight; just a continuing pile up of cars.

    Now for the Mayor, Ballem and Councillors to blame ‘staff’ on the information THEY delivered to the citizens just makes them look stupid.

    If you can’t even revue and understand the information before repeating it, you should not be looking after city interests.

  • Glissando Remmy

    The Thought of The Day

    ‘After the disappearing coins trick, and then the walk the monkey – juggling act, all that’s left for Penny and Gregor is to try the art of mesmerism.’

    I agree with Higgins above # 2, you read the report with your own eyes – one thing, but when you try to read it out loud it comes out differently.

    After another photo-shoot opportunity where this Mayor took credit for keeping The Celebration of Fire – fireworks Fest alive, his only worry came from not being able to decide if another wager and local goodies hamper shall be exchanged with the mayor of Chicago (again Chicage, geez).

    What Olympic Village disaster? Loss of money for the taxpayers? Flock it. He has a hockey game on his mind. Plus, Penny is skilled enough at deflecting the negative prees away from him, and if necessary Aufochs could step in and take one for the team, so…he’s covered.

    And Sean # 3,
    Don’t bother with Kiwinlan’s tweets. He’s a twit himself. His village square drum-rolls sound more like this:

    http://www.youtube.com/watch?v=XcFKQKjv0-o

    Oh, and one more thing. Forget about reminding Gregor of the City Charter; he thinks that’s a shuttle bus to UBC.

    We live in Vancouver and this keeps us busy.

  • Sean

    Perhaps I would feel more outraged if I felt that another council could have scavenged more from this mess or would have been more forthcoming on the totality of the fiscal picture.

    But as it is I’m just glad that the cumulative state of the city’s assets and finances is such that we can absorb this without a significant impact on taxes or services. As Olympic legacies go, this is really not so bad, IMHO.

  • Coco

    When did Penny Ballem become our mayor?

  • Everyman

    Penny is spinning faster than a top.

    And Frances, I’m wondering why you didn’t cover the angle that notice of the original briefing apparently was not given to opposition councillors? That seems to be a flagrant and underhanded disregard of the representatives elected by the people of Vancouver.

  • Max

    @ Everyman 8

    Don’t you know it was the ‘staff’s’ fault, again.

    The city hall staff are getting mangled under the wheels of the Mayor’s blame truck.

  • Mitch

    Does Ballem, Robertson and Meggs really think the public is that stupid? Yes would be the answer. But the reality is, its Ballem, the Mayor and his COUNCIL of Cronnies that have SQUANDERED $230 million….. Now that is stupid! Incompetence and corruption are also two words that come to mind

  • gasp

    Frances, the information they gave you was intended to be misleading – since it was presented in a format that no credible business person would ever use. This is not the way to present financial information – it is deliberately vague and completely uninformative.

    Perhaps the problem is that Robertson, Ballem and Vision are acting as though they are running a privately owned company instead of acting as prudent fiscal managers of the PUBLIC TRUST!

  • Chris Keam

    “What Olympic Village disaster? Loss of money for the taxpayers? Flock it. He has a hockey game on his mind. ”

    Sadly, one could level that criticism or variants thereof at a huge chunk of the Canadian population and its media outlets.

  • Condor

    It is worth noting that the next highest bid for the Olympic Village land was 70M less. Most bids were 100M less. The project failed in large part because the city bought into a bad business deal put forth by Millenium. Assuming that the next highest bidder completed the project and paid the city out fully the loss to the city on the land would have been 13M (Cost of Land – Servicing 100M-87M). Given how broken a project this turned into, that is a big if. My point is that once you are in a receivership situation I don’t think it is helpful to look at unrealized gains as losses. Or at least if you are going to do it you have to look at it from the perspective of a structure that would have been successful.

  • Bill

    Chris, instead of always trying to deflect the story away from criticism of Vision, why not just come out and say whether or not you buy the spin they are trying to put on the financial picture for the Olympic Village mess.

  • Morry

    Gary Mason and Michael Geller have them in their crosshairs.

    They can stop now with their spin…

    Thanks to M&G we have a clearer picture now. “vision”

  • Morven

    Investors (such as the Vancouver citizens) depend on a degree of transparency of the financial transactions and consistent use of accounting terminology.

    Evidently we have neither in the case of the Olympic Village.

    Plus, if there is a legal and reputation risk with shoddy products sold to the actual buyers, most accountants make contingent allowances.

    The city just cannot go round and make up it’s own definition of generally accepted accounting principles to suit the political winds.

    C

  • Michael Geller

    “It is worth noting that the next highest bid for the Olympic Village land was 70M less. Most bids were 100M less.”

    Condor, you don’t know what you’re talking about. For one thing, there were only two other bids; one from Wall Financial and one from Concord Pacific. Secondly, your numbers are wrong.

  • PGH

    Thanks for the clarification Michael.

    This highlights another example of the problems with complicated bit processes that involve politicians. If the administration that vetted the bids (not sure if it was Larry Campbell or Sam Sullivan) had chosen a bid by a more experienced, better financed bidder who ended up delivering the project on schedule without any of the problems we are seeing today but had only bid $125MM for the land there would be plenty of people squawking about how the CoV had given $68MM ($193MM – 125MM) away to the developer. Once again, a reason to leave these complicated decisions and risks up to the professionals not the politicians.

  • Chris Keam

    Bill:

    I don’t have a problem with criticism of any party or individual. The solution to our problems isn’t commentators cracking wise after the election, it’s everyone taking a bit more time to get educated before they vote. That’s my point and I’m not afraid to put my name to it.

  • Max

    Robertson has stated he would like to see a public inquiry into the entire Oly Village project.

    I think it is a good idea. The only thing I am hearing right now is – it was the NPA’s fault.

    Well, the NPA did not push Millenium into receivership. The NPA aren’t sitting on the social housing portion which is costing us monies in rent. The NPA didn’t bad mouth this project at every chance in order to make a political point which has continued to hurt its image and slow sales. The NPA didn’t oversee the construction of this project, which are now showing deficiencies. The NPA didn’t lie to the citizens on where the finances currently stand.

    Perhaps then too, we will find out who ‘leaked’ the financial dealings back in November 2008.

  • Bill

    Chris,

    I see you are still in full deflect mode. My point was that you never criticize Vision and when it is an issue you cannot support them, you do your best to deflect the criticism and conversation away from them. Of course it would be easy to prove me wrong by simply stating whether or not you accept Visionomics as the best way to describe the financial impact of the Olympic Village on the city.

  • Chris Keam

    Hi Bill:

    One of the silliest traps one can fall into is to let someone hostile to you determine the parameters of the conversation, with leading ‘can’t win’ questions. Suffice to say I’m not quite that naive. I’ve been critical of Vision decisions in the past. I wouldn’t be surprised if that happens again. I definitely don’t feel beholden to prove you wrong or right. You have an opinion. Feel free to share it as you are doing. I don’t have a problem with that. But suggesting that my two line comment about a poster’s remarks must be deflection because it doesn’t fit your version of events is a flattering assessment of my influence, but sadly, probably not correct.

    cheers,
    CK